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S-1646 - 04/12/2022 - BUDGET - Ordinances Supporting Documents ITEM 9.13.1 BOARD OF TRUSTEES MEETING VILLAGE or SAMUEL E. DEAN BOARD ROOM OAK BR921K BUTLER GOVERNMENT CENTER 1200 OAK BROOK ROAD OAK BROOK, ILLINOIS 630-368-5000 AGENDA ITEM Regular Board of Trustees Meeting Of April 12, 2022 SUBJECT: 2022 Budget Amendment—Personnel Line Item Funding Adjustments FROM: Greg Summers, Village Manager G•s. BUDGET SOURCE/BUDGET IMPACT: Increasing the 2022 Budget for the General Fund accounts 131-50000 "Salaries Full-Time" by $90,025, 131-51400 "FICA" by $6,886.91, 131- 51500 "Health Insurance" by $12,366.25, and 131-51100 "IMRF Contribution" by $8,174.27; accounts 211-50000 "Salaries Full-Time" by $48,475, 211-51400 "FICA" by $3,708.34, 211- 51500 "Health Insurance"by$6,658.75, and 211-51100 "IMRF Contribution"by$4,401.53; Decreasing the General Fund accounts 911-50000 "Salaries Full-Time" by $77,857, 911-51400 "FICA" by $5,956.06, 911-51500 "Health Insurance" by $19,025, and 911-51100 "IMRF Contribution"by$7,069.42 AND decreasing the Sports Core Fund accounts 834-50000 "Salaries Full-Time" by $50,875, 834-50300 "Overtime" by $10,000, 834-51400 "FICA" by $4,656.94, 834-51500 "Health Insurance"by$19,025, and 834-51100"IMRF Contribution"by$5,527.45; For a net total budget reduction of$19,295.81. RECOMMENDED MOTION: I move the Village Board adopt Ordinance 2022-BU-PL-EX- S-1646 "An Ordinance Authorizing an Amendments And Transfers Among Budget Line Items" regarding the personnel line item funding adjustments. Background/History: During the course of a year, there are numerous situations that may arise that cause an account, program, or even a fund to require adjustments. When this occurs, State statutes provide that the corporate authorities may make transfers from "one corporate object or purpose to another corporate object or purpose". Additionally, statutes provide that the corporate authorities may delegate authority to heads of municipal departments to "delete, add to, change, or create sub- classes within object classes budgeted previously to the department with the approval of the budget BOT AGENDA Page 1 GG•5. officer or executive officer of the municipality". The Village has defined a corporate object or purpose to be an individual program or fund. Sub-classes within object classes have been defined as accounts and categories within a budget program. The Village Board's policy on Finance, Taxation, and Budget, prepared based on the previously mentioned statutes,outlines the following procedures for budget administration and how these variances are to be addressed: 1. That the Budget Officer, with the approval of the Village Manager, may authorize transfers of budgeted funds between accounts or between account categories within a single budget pro rg_am. 2. That any transfer of budgeted funds from one budget program to another shall be subject to approval by the Board of Trustees upon the recommendation of the Village Manager. 3. That any transfer from contingency shall be subject to approval by the Board of Trustees upon the recommendation of the Village Manager. 4. That any increase in the total appropriation within any fund shall be subject to approval by the Board of Trustees upon the recommendation of the Village Manager. The ordinance presented removes the budgeted salary and benefits related to the vacant Assistant Golf Course Superintendent and vacant full-time Planning Technician positions from the 2022 budget, replacing these two position with an Assistant Village Manager and corresponding changes to all associated benefit line items. The following accounts are being adjusted, as set forth below, as a result of this change: General Fund Account Description Amount 131-50000 General Management: Salaries Full-Time $90,025.00 131-51400 General Management: FICA $6,886.91 131-51500 General Management: Health Insurance $12,366.25 131-51100 General Management: IMRF Contribution $8,174.27 211-20000 Financial Services: Salaries Full-Time $48,475.00 211-51400 Financial Services: FICA $3,708.34 211-51500 Financial Services: Health Insurance $6,658.75 211-51100 Financial Services: IMRF Contribution $4,401.53 911-50000 Development Services: Salaries Full-Time ($77,857.00) 911-51400 Development Services: FICA ($5,956.06) 911-51500 Development Services: Health Insurance ($19,025.00) 911-51100 Development Services: IMRF Contribution ($7,069.42) Total General Fund $70,788.57 BOT AGENDA Page 2 Sports Core Fund Account Description Amount 834-50000 Golf Course Maintenance:Salaries Full-Time ($50,875.00) 834-50300 Golf Course Maintenance:Overtime ($10,000.00) 834-51400 Golf Course Maintenance: FICA ($4,656.94) 834-51500 Golf Course Maintenance: Health Insurance ($19,025.00) 834-51100 Golf Course Maintenance: IMRF Contribution ($5,527.45) Total Sports Core Fund ($90,084.39) Net Budget Change ($19,295.82) Strategically, staff and the Village Board have identified succession planning as a key area for improvement at the Village. Having this level of redundancy and contingency will assure continuous Village operations, even in times of unforeseen changes. Furthermore, having a dedicated Assistant Village Manager will open additional bandwidth to increase the breadth of pending matters that can be addressed at any point in time as well as divide the oversight responsibilities to better assist in span of control issues; improving oversight and resulting in enhanced accountability. The position of Assistant Village Manager is already outlined in the Village's FY 2021 and 2022 Salary Plan within Pay Grade 39, but is presently unfunded in the 2022 budget year. Therefore, no adjustment to the Salary Plan is required, only a budget amendment to fund the position, with the offsetting budget reduction also identified to make this a cost beneficial change to the Village's 2022 budget. At this time,it is anticipated that the Assistant Village Manager position will also be hired with the right credentials to also serve to back up the Finance Director as well as have primary oversight over the Finance Department, Economic Development, Development Services, Public Works and the Sports Core operations, whereas the Village Manager will retain immediate oversight over Human Resources,Police,Fire,Legal,and Village Board operations; although a continual process of adjustment will be made based upon workload distribution and skill set of the respective individuals. Recommendation: The Village Board adopt Ordinance 2022-BU-PL-EX-S-1646 `An Ordinance Authorizing an Amendments And Transfers Among Budget Line Items" regarding personnnel line item funding adjustments. BOT AGENDA Page 3