Speer Financial Services

1. Historical data (4-5 years)
   
   1. Audited General Fund revenues and expenses, and fund balances, with the current fiscal year budget and several years of projections.
      
   2. Tax rates by fund.
      
   3. Outstanding debt by issue with annual principal and debt service.
      
   4. Equalized assessed value with trend line.
      
   5. Tax extensions and collections.
      
   
   
2. Most recent Census data.
   
   1. Median family, household and per capita income.
      
   2. Market value of specified owner-occupied units for the village(s) served, the county(s) and the State of Illinois.
      
   
   
3. Legal parameters.
   
   1. Identify borrowing vehicles (types of referenda) legally available and most applicable with borrowing limits and revenue source(s) for repayment.
      
   2. Coordinate with bond counsel on drafting ballot question format.
      
   3. Sizing the referendum.
      
   
   
4. Timelines.
   
   1. Establish referendum campaign and financial timelines with assigned responsibilities.
      
   2. Monitor election timeline for timely processing of the ballot question and submission to the County Election Department.
      
   
   
5. Prepare financial information on project costs to be disseminated to educate and inform voters by the agency.