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HomeMy WebLinkAboutAgenda - 06-15-1999 - IIIORANGE COUNTY- BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: June 15, 1999 Action Agenda Item No. III SUBJECT: 1999-2000 Operating and Capital Budget Issues DEPARTMENT: County Manager/Budget PUBLIC HEARING: (Y/N) NO-71 ATTACHMENT(S): INFORMATION CONTACT: ■ As noted in "Background" section John Link or Rod Visser, ext 2300 Donna Dean, ext 2151 TELEPHONE NUMBERS: Hillsborough 732-8181 Chapel Hill 968-4501 Durham .688-7331 Mebane . 336-227-2031 PURPOSE: To complete discussion of the Manager's Recommended 1999-2000 Budget and provide direction to staff in preparing the 1999-2000 Budget Ordinance and. related documents. BACKGROUND: The County Manager presented his recommended budget for FY 1999-2000 to the Board of Commissioners on May 27, 1999. Budget public hearings were held on May 27 and June 3. The Board held a budget work session on June 8 and discussed major elements such as. school funding, new staff resources, a ' nd an itemization of topics which would require additional background information and/or discussion at this June 15 work session. Adoption of the 1999-2000 budget ordinance and related documents is scheduled for the Board's June 21, 1999 regular meeting. The balance of this abstract (with attachments as noted) outlines the issues that the Board is slated to, decide at this final 1999-2000 budget work session. A. Compensation (COLA and In-Range Adjustment) During April and May 1999 budget work sessions, the Board confirmed the major elements of the employee pay and benefits plan through the year 2000-2001 that it had designed at its October 1998 work session. The Board indicated that it wished to reserve its decisions about cost-of-living and in-range. adjustments until the June 15 work session. The Manager's recommended budget includes a: 1. 2.5 percent cost-of-living increase for employees effective July 1, 1999, and 2. 2.5 percent in-range salary adjustment for employees whose work performance is proficient or higher, effective with employees' annual performance reviews. 1 . Scenarios involving the possible reallocation of revenue equivalent to one cent, one half cent, and one third cent on the tax rate from County capital projects to school/parks reserve (Attachment 1) 2. County contribution for Fairview Community Policing Center (Affachment'2) 3. Contract for Roof Repair Specifications/Design (Attachment 3 — carried forward from May 11 work session agenda) 4. Smith Middle School Athletic Fields (Attachment 4 — preliminary consideration at May 11 work session) 5. New OCS Elementary Athletic Fields 6. School/Parks Reserve Use Policy (Attachment 5 — follow-up from May 11 work session) Staff will prepare appropriate capital project ordinances for the Board's adoption at the June 21 regular meeting. Many of those will involve projects, both County and school, that have been fully funded in 1998-99 and prior years but require authorization for expenditures as work continues in the new fiscal year. There will also be some school or County projects which will require ordinances to be adopted so that 1999-2000 funds allocated in the new CIP can be expended beginning this summer. Finally, there will be various County and school projects for which ordinances will need to be adopted that appropriate only a portion of the allocated funds, pending the completion of the value engineering process for those projects. I. Tax Rate At this point in the Board's June 15 deliberations, the Board will discuss the tax rate. In this discussion, the Board is reminded of the various budget scenarios included in Budget Appendix F. For the Board's use as it considers the budget for 1999-00, the Board will be provided under separate cover a "Summary of Budget Decisions" chart for use in recording the Board's budget mark up or mark down decisions during its deliberations. J. Resolution of Intent to Adopt 1999-2000 Budget At its last budget work session each year, the Board typically adopts a "resolution of intent" outlining changes to the Manager's recommended budget and enumerating the major features to be incorporated in the annual budget ordinance (tax rates, per pupil allocations, etc). Enclosure 7 is a sample format the Board may wish to follow in developing the parameters of the 1999-2000 operating budget. FINANCIAL IMPACT: The Board's decisions on the topics listed will provide the basic structure for the 1999-2000 budget, which will be formally adopted at the June 21 regular meeting. RECOMMENDATION(S): The Manager recommends that the Board discuss and deliberate on the budget topics noted; provide appropriate direction to staff; and adopt a "resolution of intent" outlining the major elements of the 1999-2000 Budget Ordinance. Enclosure 7 Resolution of Intent to Adopt the 1999 -00 Orange County Budget June 15, 1999 WHEREAS, the Orange County Board of Commissioners has considered the Orange County 1999 -00 Manager's Recommended Budget;, and WHEREAS, the Commissioners have agreed on certain modifications to the Manager's Recommended Budget; NOW THEREFORE BE IT RESOLVED, that the Orange County Board of Commissioners expresses its intent to adopt the 1999 -00 Orange County Budget Ordinance on Monday, June 21, 1999, based on the following stipulations: 1) 2) a The following new positions are approved: • OPT Receptionist (Orange Public Transportation) • Healthy Carolinians Coordinator (Health Department). • Healthy Carolinians Project Manager (Health Department) • Civil Rights Specialist (Human Rights and Relations) • EMT Paramedic (Emergency Medical Services) • Custodian (Public Works) • 0 n 1.00 FIE 1.00 FI'E 1.00 FIE 1.00 FIE X2,..00 �fiE 1.00 FIE The following partially grant funded positions are approved to be funded 100% from the General Fund: • Social Worker II (Sheriff's Department) formerly funded in the . Domestic Violence Grant Project Program 2.50 FIE • Deputy Sheriff I (Sheriff's Department) formerly funded in the COPSFAST Grant Project 3.00 FIE The following time- limited positions are approved as permanent positions: • Child Support Officer/Location Specialist (Child Support Enforcement) 1.00 FIE • Civil Rights Specialist (Human Rights and Relations) 1.00 FIE • Child Protective Services Social Worker (DSS) 2.00 E FE • Telecommunicator I (EMS) 2.00 F17E • Shaping Orange County's Future Project Planner (ERCD) 1.00 FIE Enclosure 7 4) The following increases in hours are approved: • Arts Coordinator (Arts Commission) 0.25 FIE • Office Assistant I (Health) 0.25 FIE • Public Health Nurse /School Nurse (Health) 0.20 FIE • Administrative Assistant (Human Rights & Relations) 0.25 FIE 5) The following time- limited positions have been extended until 6/30/00: • Water Resources Technician (ERCD) • Office Assistant lI (Health) Public Health Nurse R (Health) ® Social Worker U (Health) ® Social Worker I (Health) 5) The following modifications to the County Manager's Recommended Budget are made: 0 6) The current expense appropriation for Schools is $ The appropriation to the Chapel Hill - Carrboro City Schools is $ and the appropriation to the Orange County Schools is $ The per pupil allocation is $ 7) The property tax rate shall be set at cents per $100 of assessed valuation. 8) The Chapel Hill - Carrboro City School District Tax shall be set at cents per $100 of assessed valuation. 9) The Fire District tax rates shall be set at the following rates (all rates are based on cents per $100 of assessed valuation): Cedar Grove 6.30 Chapel Hill 2.50 Damascus 3.00 Efland 3.00 Eno 5.10 Little River 4.65 New Hope 5.15 Orange Grove .4.40 Orange Rural 4.00 South Orange 8.80 Southern Triangle 3.00 White Cross 5.80 Enclosure 7 10) Provide for a County pay and benefits plan that includes: • Cost of Living Adjustment $591,423 2.5% increase for all permanent employees effective July 1, 1999 • In-Range Salary Increases $267,454 2.5% salary increase if performance proficient or higher. Increase awarded with performance review. • Meritorious Service Award $159,779 Lump sum awarded by department head from department allocation. Awarded with performance review or specific achievement. • 401(k) Contribution $207,870 $15 per pay period supplemental retirement contribution effective July 1, 1999 for each permanent employee not already receiving State mandated contribution of 5 percent for sworn law enforcement officers. 11) Adopt the Schedule of County Fees. 12) Approve the capital projects included in the 1999-09 Capital Investment Plan approved by the Board on June 15, 1999. The following new funding is also approved: m:\budget\9899\budother\res2adopt.wp 7-_� Enclosure 7 Resolution of Intent to Adopt the 1999 -00 Orange County Budget June 15, 1999 WHEREAS, the Orange County Board of Commissioners has considered the Orange County 1999 -00 Manager's Recommended Budget;, and WHEREAS, the Commissioners have agreed on certain modifications to the Manager's Recommended Budget; NOW THEREFORE BE IT RESOLVED, that the Orange County Board of Commissioners expresses its intent to adopt the 1999 -00 Orange County Budget Ordinance on Monday, June 21, 1999, based on the following stipulations: 1) 2) 3) The following new positions are approved: • OPT Receptionist (Orange Public Transportation) • Healthy Carolinians Coordinator (Health Department) • Healthy Carolinians Project Manager (Health Department) • Civil Rights Specialist (Human Rights and Relations) • EMT Paramedic (Emergency Medical Services) • Custodian (Public Works) • 0 M11011— 2 00 mq 1.00 FTE The following partially grant funded positions are approved to be funded 100% from the General Fund: • Social Worker R (Sheriff's Department) formerly funded in the . Domestic Violence Grant Project Program 2.50 FIE • Deputy Sheriff I (Sheriff's Department) formerly funded in the COPSFAST Grant Project 3.00 FIE The following time- limited positions are approved as permanent positions: • Child Support Officer/Location Specialist (Child Support Enforcement) 1.00 FIE • Civil Rights Specialist (Human Rights and Relations) 1.00 FIE • Child Protective Services Social Worker (DSS) 2.00 FIE • Telecommunicator I (EMS) 2.00 FTE • Shaping Orange County's Future Project Planner (ERCD) 1.00 FIE �y Enclosure 7 4) The following increases in hours are approved: ® Arts Coordinator (Arts Commission) ® Office Assistant I (Health) ■ Public Health Nurse /School Nurse (Health) ® Administrative Assistant (Human Rights & Relations) 5) The following time- limited positions have been extended until 6/30/00: • Water Resources Technician (ERCD) • Office Assistant II (Health) • Public Health Nurse II (Health) • Social Worker If (Health) • Social Worker I (Health) 0.25 FTE 0.25 FIE 0.20 FIE 0.25 FIE 5) The following modifications to the County Manager's Recommended Budget are made: 0 6) The current expense appropriation for Schools is $ The appropriation to the Chapel Hill- Carrboro City Schools is $ and the appropriation to the Orange County Schools is $ The per pupil allocation is $ 7) The property tax rate shall be set at cents per $100 of assessed valuation. 8) The Chapel Hill- Carrboro City School District Tax shall be set at cents per $100 of assessed valuation. 9) The Fire District tax rates shall be set at the following rates (all rates are based on cents per $100 of assessed valuation): Cedar Grove 6.30 Chapel Hill 2.50 Damascus 3.00 Efland 3.00 Eno 5.10 Little River 4.65 New Hope 5.15 Orange Grove 4.40 Orange Rural 4.00 South Orange 8.80 Southern Triangle 3.00 White Cross 5.80 7 ° IZI Enclosure 7 10) Provide for a County pay and benefits plan that includes: • Cost of Living Adjustment $591,423 2.5% increase for all permanent employees effective July 1, 1999 • In -Range Salary Increases , $267,454 2.5% salary increase if performance proficient or higher. Increase awarded with performance review. • Meritorious Service Award $159,779 Lump sum awarded by department head from department allocation. Awarded with performance review or specific achievement. • 401(k) Contribution $207,870 $15 per pay period supplemental retirement contribution effective July 1, 1999 for each permanent employee not already receiving State mandated contribution of 5 percent for sworn law enforcement officers. 11) Adopt the Schedule of County Fees. 12) Approve the capital projects included in the 1999 -09 Capital Investment Plan approved by the Board on June 15, 1999. The following new funding is also approved: m: \budget \9899 \budother\res2adopt.wp 7-3 Table 2. Alternatives for Possible County Cuts (1)1 "otals may be slightly off due to rounding Ap,bendix F-3 From =2.7 cents 4 � , Fiorn 2 7 cents From 2.7 cents = to no tayc '; Pages en ts _ to 1 cent tnereasee %rences Total County Cut $602,203 w 1. Impact Fee reimbursement for First $120 000' $120,000 _ $120 000„ Page 1121 Baptist Church 2. Student Generation and Impact Fee $4G 000' $46,000. $46 000 : L?age 31 1 Reports r - - 3. Board of County Commissioners $50,000 $100,000 $150,000 Wage 1L' 14 Contingency _ � : x V. •'_" 4. Reduce increase in Outside Agency $7,128 = Page 17-1 Appropriations by 25% „= 5. Reduce increase in Outside Agency $14,257; Page 11 1 Appropriations by 50% 6. Reduce increase in Municipal Support = $1,580 = _ 1'age�1_ 2 Appropriations by 10% ti 7. Reduce increase in Municipal Support _ $7,898 1?age 11 2 + Appropriations by 50% p f ii x 8. Reduce contribution to Red Cross $7,500 =Pagel' 2 Capital Cam b P Pin Y 50% hex w - - r 9. Make no contribution to Red Cross $15 000= Capital Campaign 10. Reduce increase in APS Appropriation $1,644 Page 7 :40 by 10% 11. Reduce increase in APS Appropriation = $8,219.; Page 740 by 50% 5 12. Reduce increase in OPC Mental Health $9,242 Page 7 70 r Appropriation by 10% — Di 13. Reduce increase in OPC Mental Health 209: Page 7 70 Appropriation by 50% 14. Reduce County operations by 1.5% $222,878: AU County zs De a•tments - 15. Reduce County operations by 2.5% $371,461 1311 County - ` y Departments �= 16. Delay Hiring Recommended Positions $30 553 Deets with"w= for 1 month _ Recom Positrons 17. Delay Hiring Recommended Positions = $91,659: gill Deets with for 3 months Recom `Posihonst 18. Delay Hiring Recommended Positions $183,318. AIlDepts, with. for 6 months Recom PQSihons: Total $46,553_ $607,630 '$962,361 -_ Difference 1 'i_$1411; $5,42 $5;922 (1)1 "otals may be slightly off due to rounding Ap,bendix F-3 � � JUN-07-1999 03:55 FROM ORANGE COUNTY FINANCE TO 9 933 5095 P,03 Table 2A. Explanation of Alternatives for Possible County Cuts ' From 2.7 cents to I cent Item Dollar Level % of Thinking Behind Cut Amount Currently Current of Cut Funded Funded Represented- in Cut 1. Impact Fee, $120,606 Not N/A It is very likely that this- affordable reimbursement for currently housing project will not -be completed First B aptist funded before June 30, 20W. If the project is Churcli'. completed prior to then, and the Board wisbes to reimburse First Baptist Church, an appropriation could be made ftom fund balance. 2. Studenf.-Generation $46,000 �4ot N/A There are at least three alternatives to and impact Fee cumntly outsourcing these reports: Reports - funded Triangle -Apartment Association has offered to pay to have these studies completed; Studies could be postponed for one* Planning staff could perform studies in-house using current staff 3. Rpard ofCoUnty $100,000 $250,000 40% If there were items that the Boaid Commissioners' wanted ' to address and f and M­ the 'Board couldhi�ke'an appropriation from. fund -balance. 4;. Reduce Incmas6m' $7,128 $893,565 .8 �/o As recominend6d by the, Cotmty Outsi& Age*y Manager; the, overall increase. in Appropr�afions'by outside agency funding is about 2.5%. 25% This potential cut, coincides -with other possible cuts in County and m�inicipal 6. Redaw-increase in $1,580 $322,060 .49%. As recommended by the County . - Municipal Support Manager, the overall increase in Appropriations tyy. municipal -support funding is - 10% approximately 5%. This potential cut coincides with other. possible cuts -in County. operations -a�d outside agency. S. Re - duce cGntribution Not N/A Early in the spring, the Red Cross to Red Cross A�apital Currently, requested financial assistance with Campaiga by -50% funded their purchase of a, new facility. This agency has not received funds from the 2unt�� in the past. N01 JUN -07 -1999 03:56 FROM ORANGE COUNTY FINANCE TO 9 933 5095 P.04 Table 2A. Explanation of Alternatives for Possible County Cuts From 2.7 cents to Y cent (continued) It In Dollar Level % of Thinking Behind Cut Amount Currently Current Of Cut Funded Funded Represented in Cut 10. Reduce, increase $1,644 $344,537 .48% As recommended by the County ' in A1'S;; (base budget) Manager, the increase in funding for Appropriation by APS is approximately 5% over their 10% ;. 1998 -99 base budget. This potential cut coincides with other possible cuts in County operations, municipal __support, and outside agency funding. 12. Reduce increase $9,242 $1,151,615 .80% As recommended by the County in OPC?M.eti'tal Manager, the increase in funding for Health by 10% OPC - -MH is approximately 8% over their 1998 -99 budget. Approxhmately $50,000 is attributed to, crisis. programs no longer funded by the State. This potential ,cut coincides with other possible cuts in County. operations, municipal support, and outside a enc fundin . 14. 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JUN-14-1999 16:56 BOCC/MANAGER W IWO" 9196443004 P.03/07 r 1. 7E �� l ,` ;� �� d JUN-14-1999 16:56 I i��N 0 1 Gtl 9196443004 P.04/07 C'n I m S ti ti 42 1 94 S ti ti i� JUN-14-1999 16:56 BOCC/MANAGER 9196443004 P-05/07 PC ti I;g a W C4 Z0 z 0 z lz 164 Q4 ti I;g a W '5 00 CD a4 0 1=4 U > MV- -ro d4 C-i U c2d G z ti I;g a JUN-14-1999 16:57 BOCC/MRNAGER 9196443004 P-06/07 kn ;P, op pa + i ce joi il rA "0 w MCI ta) .4 4 PC * BS 4 c 11- 0 0 •l I W) M Pn vt W) o 0 E cn rn 0 0 •l I W) M Pn cn rn RM U i u r6 6 r� C.) Wl t rn 0 0 •l I W) M Pn C,:6 O gym} Wl t rn cn C14 u u C7 Hc7�C7 C,:6 O gym} Jr 1 JUN-14-1999 16:56 BOCC/MANAGER fi u U + Se os 0.- zs- Mo. —j 0 43 0, IS Q4 I 46q 0 as m w La C* Cl .2 , U ar > P, Cd 6 "I C9 t V kn 464 � 0� (3 Q ^ —4 OQ ON iA- 12 z Awl —4 -A --4 .J c 0 r7 it n 1241 o O m ti -W 0 0 C/3 U bO u U t9 U Wj J4 C4 —4 w at "1 0 a as 0 M pq kn -0 t 0 b � 4 tu 0, bj 0 0 W3 C,� 4 cz, P4 on ;Z & 4c ON Un 0 C4 LW > 03 Iz .4 06 M4 E Q: > A Zia -z rn 11 rY C'fl oh a C4 Oa 'o u JUN -14 -1999 16 :57 BOCC /MANAGER b fi b 21 t i i .r W oa."C o 21 0 a� tw � Qv U � � W o � � o U Q ^N az tQ � �Ci �..� � +� tp +-� �p a-• rio po Ci y d� N "fl U cu 'd 06 U !t► cu O tai U C o cu a Z �5 g PO cm r" cn „a ' �U as Y b ~ U � v x 3196443004 P.07/07 I Q c Y v i c i 4 i M i 'M c5: i� a i� t t, i a 0 a CQ i(. TOTAL P.07 CAPITAL INVESTMENT PLAN (CIP) From Alice Gordon Potential Action on the CIP on .Tune 15, 1999 1. With respect to the allocation of 1 cent of property tax revenue: Approve 1/2 cent for School/Park Reserve Approve 1/2 cent for County Projects 2. Approve the first year of the CIP (1999-00) according to the amounts shown in Enclosure 6 for a 1/2 cent allocation (blue line). (Some modifications might be appropriate.) 3. Hold final discussion/ approval of the rest of the CIP (years 2000-01 until 2008-09) until after the summer break (August or September) Reasoning It is only for the first year of the CIP that money will actually be allocated and spent. Also, there are relatively few items in the first year of the CIP that would be affected by the 1/2 cent versus I cent allocation, so that there is time to work out the details for the last nine years. i 9 N . R44 1 i These are some suggested cuts that would reduce the county's tax increase by about one cent without .compromising school or county operations, the package of benefits afforded to county employees, and the county government's strong financial status with bond rating agencies: Delete new Environmental Health Specialist to reduce response time for septic tank permitting $55,000 (pages 1.7, Appendix B -64) Reduce Board of County Commissioners' Contingency Fund $75,000 (page 3.2 and 11 -14) Delay start of WIMP Environmental Health Educator from Oct. 1 to Jan. 1, as program recommendations have yet to be finalized and additional funding could be sought from OWASA to augment this effort. Could save an additional $30,000 if function is assigned for this fiscal year to Health Education Project Manager. $16,000* (page 1.5, Appendix B -56) More accurately estimate scope of Innovation and Efficiency effort $35,000 (page 1.9, Appendix B -57) Eliminate all but intern support for study of county space needs $20,000 (page 1.10 and 11 -18) Reduce cost of living increase for staff from 2.5 percent to 2.0 percent in keeping with 1.6 percent rise in Consumer Price Index $118,000* * Reduction to 2.25 percent yields savings of $59,000 (page 1.9, Appendix A -3) Split cost of report on student generation rates and impact, fees with apartment association, while retaining control of peramaters of study $23,000* * Delay of funding for a year or acceptance of full cost from outside saves $46,000 (page 11 -14) Convert straight appropriation to Red Cross capital campaign to a matching fund, the county matching individual donors 1:1 to reach a targeted contribution $7,500* * If this were applied to similar capital commitments to ArtsCenter, Day Care and YMCA, another $20,000 could be saved. In future years, commitment to continue funding could be made dependent on BOCC approval of criteria and application form for contributions to outside agency capital projects. (page 11 -11) Increase Board of Elections pay by 100 percent, not 200 percent $2,000 Spread over two years allocation of reimbursement of impact fees for First Baptist housing project, not expected to be completed in fiscal year 2000 $60,000* *Deferral of entire cost to fiscal 2001 saves $120,000. Could be used to restore .25 percent of COLA for county employees Reduction of county's undesignated fund balance to approximately 11.5 percent. $300,000 1 cent = $681,000 Under this scenario, with no cuts in school spending, the savings to the county would be approximately $711,000 or a decrease of a little better than a cent in the proposed tax rate. Even if we add approximately $63,500 for items identified below to address concerns expressed at public hearings and identified by commissioners, the cut would still be $647,000 or just under one cent, yielding a property tax increase of about 1.75 cents. Possible add -ons: Freedom House& $7,500 Orange County Historical Museum $1,000 Burwell School $2,000 Land Trust $8,000 (prefer commit to. pay property tax) IOG Construction $3,000* Commission for Women& $5,000 Literacy Council& $2,000 Solid -Waste Convenience Centers (extend Sat. /Sun. hours) $35,000* TOTAL $63,500 * Approximate & Half difference between request and manager's recommendation. Others to consider: Chapel Hill Library Day Care Services Increase hours of volunteer coordinator La Fiesta del Pueblo Ifo F4 7? Balancing competing needs and goals in a diverse community is perhaps the most important role of a county commissioner. We believe the 1999 -2000 Orange County budget accomplishes that task in a manner that is both socially responsible and fiscally disciplined. A citizen urged us at a hearing to make quality public education "our highest priority ". That in fact is the longstanding commitment of the Orange County Board of Commissioners, and we are pleased to note it remains strong. Orange County continues to lead North Carolina in the percentage of its property tax devoted to schools, and in per- capita spending per pupil. This year, as recommended by the county manager, the Board of County Commissioners approved a 13.5 percent increase for schools, $4.1 million more than 1998 -99 and two percent above the average increase over the previous decade. An additional district tax appropriation will assist the Chapel Hill- Carrboro system in new school startup costs. We also will issue bonds in the upcoming fiscal year to pay for the construction of two new schools, one each in the Chapel Hill- Carrboro and Orange County districts. Despite our role in appropriating funds for both school systems, the county commissioners have no statutory authority to approve line -item expenditures. We do not approve or disapprove specific programs and positions in the schools. Thus, while we support citizens who called at public hearing for eliminating caps on some teacher salaries and for increased instruction in Spanish, we can do little more than urge the schools to respond to those concerns. Please be assured the county commissioners remain conscientious stewards of the public purse and public trust, and firm in our dedication to an efficient, open and responsive government for the citizens of Orange County. Enclosure 1 New Position and Other Staff Resources Discussion At the June 8 work session, the Board discussed each of the recommended new positions in the Manager's Recommended Budget, decided to approve seven of the new position requests and decided to consider further three remaining new positions requests on June 15. These three new positions are shown in Items 1, 2 and 3 below. In addition the Board asked staff to bring back several staff resource related items for the Board's June 15 discussion. These are in Items 4 through 8 below. 1. New EMT- Paramedic Position Net 99 -00 County Cost: $14,917 Budget Appendix B, Pages 118 -10, B60 -61 At the June 8 Budget Work Session, the Board decided to approve two of the three recommended new EMT — Paramedic positions and to consider the recommended third paramedic position at the June 15 meeting. 2. New Environmental Health Specialist Position Net 99 -00 County Cost: $54,942 Budget Appendix B, Pages BII -12 and B64 At the June 8 work session, the Board decided to revisit this position request on June 15. 3. New GIS Technician Position Net 99 -00 County Cost: $40,512 Budget Appendix B, Pages B20 -21, B74 -75 At the June 8 work session the Board decided to revisit this position request on June 15 and requested additional information related to the position. This information is provided as Attachment 1. 4. Expanded WTMP Program Net 99 -00 County Cost: $33,242 Budget Appendix B, Page 56 At the June 8 meeting, the Board discussed the plan to set aside a reserve to fund a new environmental health educator position during 1999 -00 to support an expanded Wastewater Treatment Management Program, if it is determined during 1999 -00 to establish that position. The Board decided to reduce the reserve funding for the position to the amount that would be required to.fimd the position beginning January 1, 2000 rather than October 1, 1999; that is a reduction of $14,975 from the $48,217 in the Manager's Recommended Budget to $33,242. The Board also decided to explore the possibility of OWASA funding for the position in lieu of County funding during the summer and fall of 1999. The Board wished to revisit this item on June 15 for further discussion, as needed. 5. Increase in Hours for Assistant to the Clerk Position Net 99 -00 County Cost: $12,501 At the June 8 meeting, the Commissioners requested information be brought back on June 15 related to increasing the hours of the Assistant to the Clerk position in the Commissioners' Office from permanent part time (20 hours) to full time (40 hours).. Attachment 2 shows the costs of the increase in hours as well as the cost for an increase from 20 hours to 30 hours. Also at Attachment 2 the Clerk to the Board has provided a description of the purpose of the increase in hours and outcomes to be realized. 6. Assistant to the Manager Position Attachment 3 is a memorandum from the County Manager with an update on the planned. Assistant to the Manager position. Funds for this position have been'included in the Manager's Recommended Budget. The plan is for the Board to consider approval of this position at the August 17, 1999 meeting. 7. Solid Waste Convenience Centers — Extension of Operating Hours At the June 8 meeting the Board requested that staff bring back information on the estimated cost to increase the operating hours of the Solid Waste Convenience Centers. Attachment 4 provides the information that staff was able to compile by noon on Thursday, June 10. Hopefully this is enough information for the Board to discuss any options that. it would like to pursue further. 8. Board of Elections' Compensation Attachment 5 is a draft agenda abstract for the June 21, 1999 Board meeting covering raising the stipend for Board of Elections members. At the June 8 meeting, the Board requested that information on this be brought to the June 15 meeting. The Board could decide to take action on this item at the June 15 work session or it could ask that it be brought'back for Board consideration at the June 21, 1999 meeting. Funding to *increase th . . 9 e stipend is included in the Manager's Recommended Budget. H:\e\615pos.doc June 10, 1999 Enclosure 1, Attachment 1 N . ew GIS Technician Position 1. GIS Coverages Moved From Planning to Environment and Resource Conservation • Historic sites • Recreation sites • Archaeological sites • Scenic roads • Floodplains • Comprehensive resource map • Biosolid (sludge) sites • Com. water supplies • Golf courses/quarries _ • Hazardous disposal • Hazardous waste • Hydrology/Hydrogeology sites facilities • Planimetrics • New Wells (since • NPDES sites - Petroleum contaminated soils/ 1996) • Rural residential underground petroleum tanks • Utility transmission • Wastewater systems • Prime forest coverages (T LC) lines (public and • Zoning community) • Prime farmland • Steep slopes • soil limitations (Septic/ Dwellings • St Mary's road study • Superfun I sites •Natural areas/wildlife habitat/corridors • National Register • Potential land • Water quality monitoring sites nominations acquisition site maps • Watersheds • Vegetation • Wetlands (Protection) 2. GIS Coverages Remaining in Planning • Activity Nodes dressing --.Basin boundaries • Cell towers • City limits • Critical areas • Economic •Lraterritorial • Fire districts Development Districts jurisdictions • Geology • Orthophotography • Planimetrics • Postal jurisdictions • Primary conservation • Public interest •Rural buffer • Rural residential • School districts • Streams • Streets • Subdivisions • Transition areas • Watersheds (regulation) • Zoning 3. New GIS Technician Tasks a. New Tasks Related to Board of Commissioners' Goals Adequate Public Facilities and Phased Growth • Housing information, type of building and number of bedrooms • Housing absorption rates • Housing growth rates • Coordination of data between municipalities Enclosure 1, Attachment 1 • Compilation of Level of Service (LOS) standards and thresholds of capacity • Student Generation Rates 2) Impacts of Growth and Development • Creation of different growth pattern scenarios and their associated cost/benefit products • Land Value and economic development studies 3) Population Projections • Census Information • Socio- Economic Data 4) Comprehensive Plan: Various Elements Including Capital Improvement Planning b. New Tasks Not Done in the Past. 1) Use of GIS graphics and analysis to communicate the outcome of proposed changes in policy or property development. 2) Creation of a widely shared database that can be used by Land Records, Tax Appraiser, EMS. 3) Updating of parcel data for land use and zoning. HAgistech.doc June 9, 1999 Enclosure 1, Attachment 2 Assistant to the Clerk — Increase in Hours Commissioners' Office Present Position Type: Permanent Part Time 20 Hours Estimated Cost To Increase Hours: Type Change Additional Position Offsetting Revenue Net Additional 99 -00 Costs (Salary/ Benefits) or Budget. Savings Position Cost From 20 hours to $12,501 $0 $12,501 40 hours From 20 hours to $6,251 $0 $6,251 30 hours Purpose: Develop and implement a program for the effective use of volunteers for County departments; staff a County "Helpline" Monday through Friday from 8:00 a.m. to 5:00 p.m. answering questions and assisting citizens. Outcomes: Volunteer Prop-ram ♦ Provides an opportunity for citizens to work in County departments _ making people feel they are part of County government and also educating citizens on how complex County government is. ♦ Provides volunteer labor for departments to accomplish tasks with little or no expenditure for personnel costs. ♦ Citizens, through their experience in County government, will become advocates for the County. Helpline o Provides a centralized source of information on County departments and services ♦ Provides a record of calls received from citizens which will provide staff with a method to analyze citizen questions and concerns allowing County staff to better target its outreach, public relations and service delivery efforts. Wasstclkl.doc June 9, 1999 1-5 MW49M'd O&C ORANGE: COUNTY HILLSBOROUGH NORTH CAROLINA TO: Orange County Board of Commissioners FROM: John Link, County Manager DATE: June 10, 1999 RE: New Assistant to the Manager Position Enclosure 1, Attachment 3 ga401" 1752 You asked at Tuesday night's . budget work session that I provide you with some information, about the proposed creation of a new "Assistant to the Manager" position in the Manager's Office that we discussed several months ago during my work planning process. This memo will provide a general explanation of my rationale for employing this position, and a sampling of some of the position's anticipated duties. Given our current time constraints with the budget and other fiscal year end business, I think it best that the Board consider final approval of this position at the August 17 meeting. During the course of the summer break we would, create the detailed position description and classification and send it to you for your review and response as your schedule permits. I will consult with each of you and develop the final proposed description for approval at the August 17 meeting. Adequate Rinds have already been included in the 1999-2000 Manager's Office budget to cover the cost of this new position. With the impending assumption by the County of overall responsibility for solid waste management, it is clear that both Rod and I will need to increase our focus on solid waste matters for several years, and perhaps beyond that. Rod will have direct day-to-day operational supervision over Gayle Wilson and the solid waste operations transferred from the Town of Chapel Hill. Naturally, I will be paying close attention,to this function as well. Given our collective historical knowledge of 10+ years of solid waste management issues in Orange County, I think it makes sense for us to handle solid waste matters and have the new position pick up some of the administrative tasks associated with agenda production, communications between staff/Board/public and coordination of required staff follow-up action. I want to assure you that both Rod and I will still make final decisions or recommendations involved in all of those processes, but our roles in the fixture may focus more on editing and refining than on the production of original materials. Following is a working list of responsibilities I anticipate for this position. I look forward to suggestions you may have about this before we bring the position back for your approval in August. /- 60 Assistant to the Manager Working List of Anticipated Responsibilities June 1999 • Coordinates the initial collection of agenda abstracts and materials for each BOCC agenda • Attends (most) regular Commissioner meetings and coordinates/tracks County staff follow- up to Commissioner information requests and policy directives • Assists in coordinating annual development of BOCC goals and periodic updates thereof • Prepares bi-weekly/periodic Manager's Memos to BOCC • Performs research and analysis for Manager and Assistant Managers in preparation for meetings or in conjunction with ongoing projects • Chairs or participates in interdepartmental work teams assigned to special projects or other responsibilities • Serves as principal liaison between Manager's Office, Commissioners' Office, and other departments involved with posting information on County's Website • Oversees development and administration of Manager's Office budget • Performs budget or management analysis as adjunct to Budget Office on an "as needed" basis • Assists Manager and Assistant Managers as liaison/coordinator with designated citizen advisory boards /commissions, or on an "as needed basis" • Assists internal service departments and others involved with "innovation & efficiency" initiatives • Monitors County legislative initiatives and General Assembly legislative matters of interest to Orange County Enclosure 1, Attachment 4 INTRODUCTION The following summary report has been prepared in response to the request by the Board of County Commissioners (BOCC) for information and considerations related to providing additional hours of operation/service at the County's Solid Waste Convenience Centers (SWCCs) Orange County began offering collection services for waste and recyclable materials through six staffed solid waste convenience centers, October 1, 1993. The six staffed solid waste convenience centers replaced 19 unsupervised solid waste collection sites, which in itself represented a reduction from more than 50 original unsupervised sites. The need for staffed centers was identified in order to gain greater control over the type, source and preparation of waste being disposed, and to provide greater opportunity to communicate with and educate the public regarding Orange County's waste management policies and services. Although primarily intended to provide service for residents of the unincorporated areas of the County, where curbside collections are not provided, residents of the Towns of Chapel Hill, Carrbo'ro and Hillsborough also use the Solid Waste Convenience Centers. CURRENT OPERATIONS One attendant staffs each of the six solid waste convenience centers during operational hours. Six permanent full-time, two permanent part-time and two temporary part-time staff are 1 Printed: 06/10/99 \ \OCEMAILXAPPS\USERS\USERS\EHOLMES\SWCCRPT.DOC I /— F Enclosure 1, Attachment 4 employed as site attendants. A portion of two Solid Waste Collectors' time is also used as Solid Waste Convenience Center operators.. Each SWCC is equipped with: • front-end dumps'ters for the receipt of household waste for disposal • front-end dumpsters for the receipt of old corrugated cardboard (OCC) and old newspapers (ONP) for recycling • roll-off containers and front-end dumpsters for receipt of old magazines (OMG) and mixed waste paper (MWP)fbr recycling • recyclable materials collection boxes designed by SunShares, Inc., for collection of. • glass bottles and jars (clear, green and brown) • steel and aluminum food and beverage containers • plastic bottles and' jugs (scheduled to be replaced by roll-off containers prior to the end of the 1998/99 FY) • a covered storage area for placement of reusable household items (Eubanks Road, Ferguson Road and Highway 57 sites only) • a used magazine rack for exchange and reuse of old magazines (OMG) • designated collection areas for: • tires • bulky items (i.e., furniture, mattresses, etc.) • yard materials • waste motor oil • used dry cell batteries Current operational hours are: • Monday, Tuesday, Thursday and Friday: closed • Wednesday • Saturday: • Sunday: 7:00 am - 7:00 pm 12:00 pm - 1:00 pm closed 7:00 am - 2:00 pm 1:00 pm - 4:00 pm Sites are closed New Years Day, Easter Sunday, July Fourth, Thanksgiving Day and Christmas Day. IXOCEMAILXAPPSXUSERSXUSERSIEHOLMESISWCCRPT.DOC 2 Printed: 06/10/99 /19 0 Enclosure 1, Attachment 4 OPTIONS FOR INCREASING OPERATIONAL HOURS AT SWCCs Table 2 presents a summary of potential additional hours of Operation for the SWCCs, the total- increased hours per year, and the total estimated cost associated with the increased hours ' ,q 1511-a-, : L� i, I FM zi: it ..14,1111,14 dvc 411, 1NI ailliill� 'hit B kg- MM r.11:1 it I ffili!j, 01, 001, v It, INH I I IM1 Ili NO!, i1i ti; M Operational Hours lam -7pm 7am-7pm Closed lam -7pm lam -7pm lam -2pm 1 pm-4pm Additional Operational Hours 12pm-fpm 12pm-fpm 12 12pm-fpm Total additional hours /year 1 1,248 Total estimated additional cost(year $28,125 , Al I'd, Ri I, fli NiIlli It I i it'rig I FIM; .11 RT T; u 11 IM iM it Operational Hours 7am-7pM 7am-7pm 7am-7pm 7am-7pm 7am-2pm 1 pm-4pm Additional Operational Hours 7 T7 I I I I Total additional hours/year 3,744 Total estimated additional cost/year $66,250 "M "U'llilli-Iii 1i'5.ii1i1l .1, -1111`il R lli 10. li� iildll�lill 1111� "RIN 'liM "j;i, it it Tq yin! _,'r ajdpp M Mli if I 101111 IN t1i !11 M 1"'IR, IlIff 5", !1: i Hi Ili 1, -1 !I i Hit! it 1 Miln'. Mij III i 11 ;9 -i " MillitlE it I 1: IiI IM T , il!" it it i RU Operational Hours 7am-12pm 7am-12pm 7am-12prn 7am-12pm 7am-7pm 1 pm-4pm 1pm-7pm 1 pm-7pm 1 pm-7pm 1 pm-7pm Additional Hours 2pm-7pm Total additional hours /year 1,560 Total estimated additional costfyear $23,760 Eiiii�p g I. , 11 I* -.14 IM iiiii 4. it 0 -1 -, - f� : ! i ill 'RIN li,;"i�6,"i"�..�'i.'�"'Ri"i*l�,i�'6!��'!.�i,,!'.!-'b, ID 'It I M! HMO 11111111111rillpil, i 1111. 1 III it 4" it 1 1 " IN. it I Nl DiIiiiiii it "M 1111 1 lit lit IRMIMPI, ied1jtroM!l;i,,.,,*&1 10'. M - lloftl!�. S d gg i M Hill ii . - 'L . , t I - iiji!iij, illa IN111 ili..;. hi 'I it"'M 'I NHY i;kjl];I1 M I. ri '"M I 7am-12pm 7am-12pm 7am-12pm 7am-7pm fpm -7pm Operational Hours 7am-12pm 1 pm-7pm I pm-7pm 1 pm-7pm 1 pm-7pm Additional Hours 4pm -7pm Total additional hours/year 936 Total estimated additional costfyear $11,400 NOTES, 1. It has been assumed that if Option 1 only was implemented that increased hours would be covered through use of overtime hours. , 2. It has been assumed that if sites are opened on Wednesday, Option 1 hours would also be implemented. As a result, sites would also remain open from 12 pm to I pm on Wednesday. 3 Printed: 06/10/99 kkOCEMAILI APPS\USERSXUSERSkEHOLMESISWCCRPT.DOC /_/0 Enclosure 1, Attachment 4 PRACTICES BY NEIGHBORING COUNTIES Staff obtained information regarding operational practices for SWCCs from several neighboring- Counties. Table 1 presents a summary of the number of sites, days and hours of operations, and any recent or proposed schedule changes. E07-M C-- - ty -g' MT, W., A Rd n't/,i R, 1: a Iffir, f Jd ki M fg." VQ'An I e tic qit "RU �4 Y ddjStdffdd All N1 X / n Alamance I Monday - Friday lam —6 pm August 1998, hours reduced • Staffed by County Saturday 7 am - 5 pm from 8 pm to 6 Sunday 1, Pm - 5 pm pm closing Hauling by contract (Waste Industries) Caswell 0 9 8 sites staffed by private contract No 0 8 staffed by contract Monday - Sunday 7 am - 7 pm 0 1 staffed by County 1 site staffed by County Monday - Friday 8 am - 4 pm Saturday 8 am -12 noon Sunday closed Chatham * 12 Monday, Tuesday, Thursday No * Staffed by contract (security Friday & Saturday 7 am - 7 pm company) Wednesday (8 sites) closed (4 sites) 7 am - 7 pm Sunday (I I sites) 1 pm-7 pm ( 1 site) 7 am - 7 pm 4 Printed: 06/10/99 kkOCEMAIL\APPS%USERS\USERSkEHOLMES\SWCCRPT.DOC Enclosure 1, Attachment 4 d -i -ounty V,22' ,k,' a INN 0 jg% ti. _'jp'j'� m -fv�g!"­q 'n' 6fit'P nne Mg 6e ',,kRM12S 'b'd "I w@qll! R "45 ""y gl, R� , , N ', %,�" , N�" RX "jig V H ZEIR M41 Durham Yes,effective 4 Through June 30, 1999 (BFI) July 1, 1999, Staffed by contract (BFI) Monday — Saturday 7 am — 7 pm sites to close on - Sundays through June 30,1999 Sunday. 1 pm -6pm Effective July 1, 1999, County to Effective July 1, 1999 staff Monday-Saturday 7 am — 7 pm Sunday Closed Lee No • 6 + I mini site at C/D landfill Monday — Friday 7 am to 6 pm • Staffed by County Saturday 8 am to 5 pm • Workers are temporary, part- Sunday 1 Pm to 5 Pm time Person No • None Landfill • County residents may utilize a Monday — Saturday 7 am — 5 pm private contractor or transport Sunday 7 am — 12noon their waste to the landfill for disposal • Landfill is operatedlowned by Upper Piedmont Environmental (Republic Waste) Wake No Monday — Sunday 7 am — 7 pm 0 • Staffed by Waste Industries closed only on Christmas Day SUMMARY In preparing this summary report, staff only considered additional hourly labor costs for staffing of the SWCCs. Other factors that may increase or decrease the estimated costs presented above, such as landfill hours of operation, capacity at SWCCs, collection staff work schedules, usage patterns at the SWCCs, etc., have not been addressed in this summary 5 Printed: 06/10/99 IXOCEMAIL\APPS\USERS\USERS\EHOLMESISWCCRPT.DOC 1-12- Enclosure 1, Attachment 4 report. At the direction of the BOCC, staff can prepare a detailed analysis of all costs and considerations associated with operationalizing one or more of these options. - 6 Printed: 06/10/99 \ \OCEMAILIAPPSIUSERS \USERS \EHOLMES\SWCCRPT.DOC ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: June 21, 1999 SUBJECT: Board of Elections Compensation DEPARTMENT: Board of Elections ATTACHMENT(S): Board Members Compensation as of October 10, 1997 (counties with similar registration totals) Enclosure 1, Attachment Action Agenda Item No. INFORMATION CONTACT: Carolyn C. Thomas, Director TELEPHONE NUMBERS: - - ext. 2351 Hillsborough 732 -8181 Chapel Hill 968 -4501 Durham 688 -7331 Mebane 227 -2031 PURPOSE: To increase compensation for Board of Election members in the 1999 -2000 budget. A three- member board will be appointed or reappointed in July 1999, for a two -year term. BACKGROUND: Orange County has paid Board members $25 per meeting, the minimum required by General Statute 163 -82 for 30 years. During those 30 years, the number of registered voters in Orange County has increased from approximately 15,000 to more than 82,000. The time required of board members to carry out their duties has grown apace. In addition to the 12 monthly meeting, board members are required to attend other meetings and training seminars prior to each election: two overnight state seminars, three training seminars for precinct officials. On Election Day, board members are on the job by 6:30 a.m. and work until all vote totals are called in to the board office. At 5:00 pm. on election day, board members conduct the counting of all absentee ballots cast in Orange County. On Friday following each election, the board meets to audit all vote totals and to certify the election. There are three elections scheduled for fiscal year 1999 -2000. Our request for this upcoming budget is $2,120 for board members and $2,400 for the Board Chair. The following is a breakdown: Type Chair Two Members Monthly Meetings $50 $40 Training Seminars $50 $40 Absentee Meetings $50 $40 Overnight Seminar $100 $100 Election Day $100 $100 County Canvass $100 $100 /'/ C/P 2 FINANCIAL IMPACT: The requested increase totals $3,181. This amount is included in the 1999 -2000 Manager's Recommended Budget. This also is for three elections compared to two elections last budget cycle. RECOMIVIENDATION(S): The Manager recommends that the Board approve the request to increase compensation for the Orange County Board of Elections board members as shown in this abstract. 1-15 ATTACHMENT ORANGE COUNTY BOARD OF ELECTIONS BOARD MEMBERS COMPENSATION AS OF OCTOBER 10, 1997 (Counties with similar registration totals) COUNTY REG. TOTAL CHAIRMAN MEMBER Alamance 72,107 $3,600.00 annually' $35.00 per meeting + 500. for municipal elections + 500. for municipal elections Cabarrus 72,731 $50.00 per meeting $40.00 per meeting Davidson 79,837 $25.00 per meeting $25.00.permeefirig + $1,200 per election + $1,000 per election Orange 763938, $25.00 per meeting $25.00 per meeting Rowan 73,281 $55.81 biweekly $41.62 biweekly (Counties with fewest number registered voters) Camden 4,270 $30.00 per meeting $25.00 per meeting, $40.00 election day, $30.00 election day, canvass & canvass & instruction meeting instruction meeting Hyde 3,274 $25.00 per meeting $25.00 per meeting $6.50 per hour over 4 hours $6.50 per hour over 4 hours Tyrell 2;271 $25.00 per meeting $25.00 per meeting Enclosure 2 Contingency Appropriations By School Boards Budgetary guidelines for school systems are set forth in Chapter 115C, Article 31 beginning at G.S. 115C -422. This Article is titled "The School Budget and Fiscal Control Act", (SBFCA) and is very similar to the guidelines for local governments contained in G.S. 159 known as the "Local Government Budget and Fiscal Control Act ". G.S. 115C-432 of the SBFCA discusses in detail the'guidelines for contingency appropriations by school board I s. Attached is a copy of those statutory guidelines. The statutes state that contingency appropriations in a fund may not exceed 5% of the total of all other appropriations within that fund. The use of contingency ntingency monies must be authorized by resolution adopted by the Board of Education creating a budget amendment establishing an expenditure *-appropriation. This means that expenditures can not be made directly from a contingency account. The Board of Education can authorize the Superintendent to authorize expenditures from the contingency appropriation based Upon the Board's limitations and procedures. The statues require that any such expenditure be reported to the Board at its next Board meeting and recorded in the minutes. 5 Year History/ of Contingency Appropriations for OCS and,.CHCCS OCS According to Sandra Tinsley, OCS Finance Director, $20,000 has been budgeted in contingency for the past five years with no appropriations made in any given year. CHCCS Kim McVey Interim Finance Director provided the following information: Due to time constraints Ms. McVey was unable to provide the purposes for which contingency was used. This information will be available prior to the June 15 work session. Amount Bud aeted Amount Used 1994-95 $150,000 $102,156 1995-96 $150,000 $ 30,499 1996-97 $250,000 $149,311 1997-98 $250,000 $140,095 1998-99 $250,000 -0- Due to time constraints Ms. McVey was unable to provide the purposes for which contingency was used. This information will be available prior to the June 15 work session. 1 4§ 115C -432 FOR LOCAL GOVERNMENT Enclosure 2 Attachment 1 The due date of supplementary taxes ( (3) appropriations in a o or fr( n. o y o levied under this subsection is the date of & nd may not exceed f permit:; the levy, and the taxes may be paid at par 0 (5'Y n (c) if the t or face amount at any time before the one a appropriations in that fund. Each unit levies 1 -,s ),,,n hundred and twentieth day after the due e expenditure to be charged against p pursuant to a 1) a I act date. On or after the one hundred and a a contingency appropriation shall t tion shall make- 1. ap, twentieth day and before the one hundred b be authorized by resolution of the a accordance Alfl !he and fiftieth day from the due date there b board of education, which resolu. b board of educ-31i r shs shall be added to the taxes interest at the t tion shall be deemed an amend- t that colic -t-i th rate of two percent (2%). On or after the w meat to the budget resolution, not o G.S. S. 9 -1 one hundred and fiftieth day from the due s subject to G.S. 115C-429(b) and ( (d) The bu-1p rest date, there shall be added to the taxes, in 1 115C-433(b), setting up or., in- t tered in the r d -,ut( addition to the two percent (2%) provided c creasing an appropriation for the e education, an i i d Iiiin above, interest at the rate of three-fourths o object of expenditure authorized. t tion, copies thEl C::'Sb of one percent (3/4 Of 1%) per 30 days or T The board of education may au- s superintendent. *,be s fraction thereof until the taxes plus inter- t thorize the superintendent to au- I I. and the coun,.3 i:,..ani est have been paid. No discounts for pre- t thorize expenditures from contin- o of education f I payment of supplementary taxes levied gency appropriations subject to a as approved a r d a .(1975, c. 437, s. 1; 1981, c. 423, s. 1; 1989, c. a as it may prescribe. Any such t tion. (1975, c •1 :7. s. 493, s. 2.) e expenditure shall be reported to I I 1987 (Reg• 19E the board of education at its next CASE NOTES r regular meeting and recorded in I I § 115C-433. At t( adi the minutes. s s"'( I re Findings of Trial Judge Held Inadequate un- ( (4) Sufficient funds to meet the i ix5 t4er der Former Law. — See Wilson County Bd. of Educ, a amounts to be paid during the (a) Subject If the 215 S.E.2d 412 (1975). t tracts previously entered into t tion (b) of this - efior shall be appropriated. t tion may am ai i .he § 115C-432. The budget resolution; ( (5) The sum of estimated net revenues a any time aft a W k adoption; limitations; tax a and appropriated fund balance s in. n ner, so long L9 a:: r( levy; filing. e each fund shall be equal to appro- I I continues to S; A -fY a ions in that fund. G G.S. 115C-4� 5' a i I (a) After the board of county commis' ( (6) ]To appropriation may be made ( (b) If the b),. :1 )f sioners has made its appropriations to the t that would require the levy of a allocates par; i all local school administrative unit, or after s supplemental taxes pursuant to a p pursuant to Gr.: '. 151 the appeal procedure set out in G.S. l local -act or G.S. . education mx.s; )btai 115C-431 has been concluded, the board of 1 . 1 board of co ate .v cc making appropriations for the budget year e expenditure of revenues for pur- o or decreases -) ) :: -Aii in such sums as t poses not permitted by law. I I outlay fund 1: pr( tion shall conform to the uniform budget d ized from the levy of school sup- decreases the . noun, Education. lemental taxes pursuant to a t allocated P (b) The following directions and limita- a 115C-511, the estimated percent- amount cont. d i in adopting the budget resolution: a age of collection may not exceed a i sioners: Proirid d. t) allocates appropriations to the lo- s ally realized in cash during the t the board n a 5 : a cal school . administrative unit p was not levied in the preceding p percentage is 01 It school budget resolution shall f fiscal year, the percentage of the ( (c) The boui of conform t 72 118-IMP Enclosure 3 Operational Topics 1. Innovation and Efficiency Committee and 2. Space Needs Inventory (budget page 11 -18) During the June 8 worksession, Board members indicated that they felt these two items could be completed in -house using current County staff. As this alternative is pursued, it will be helpful to have interns provide information gathering and other support to current staff. The estimated cost of intern support for both of these initiatives' will be about $20,000. This results in savings of $55,055. 3. Human Rights & Relations (budget page 7 -62) The Board expressed interest in revisiting the Commission for Women Chair and Vice -Chair request for an additional $21,000 funding for the department's operating budget. Enclosure 4 Non-Departmental Topics 1. Cable TV Re-franchising (budget page 11-15) The Board asked why cable TV advisory costs were not absorbed by cable franchising fees. Cable TV re-franchising costs are budgeted as a non-departmental miscellaneous expenditure in the general fund to pay Triangle J Council of Governments for technical assistance in franchise renewal negotiations. Revenues generated by cable franchises, ($172,000 projected for 1999-2000), are recorded in the general fund and substantially exceed the amount of expenditures for the re-franchising process, ($9,000 budgeted 1999-2000)-. While there is no statement in the budget regarding the specific use of franchise fee revenue, an assumption can be made that these fee's do indeed offset the cost of cable re-franchising. 2. Board of Commissioner Contingency (budget page 11-18) The Board asked why the amount recommended for Board of Commissioners' Contingency remained at $250,000 for 1999-00 when historically the budget has been in the $ 100,000 to $150,000 range. Staff anticipated legal fees associated with the. impending litigation with Carolina Power and Light would be appropriated, from the Contingency account. Should those expenses exceed the amount allocated for Contingency, the Board could appropriate additional funds from the County's fund balance. 3. Manager's Miscellaneous (budget page 11-16) This account provides funds for miscellaneous, non- budgeted "expenditures that often arise during the fiscal year. This account provides the Manager with the flexibility to handle small non-budgeted items as they occur. This account prevents requesting small expenditures from the Board of Commissioners contingency account. The requested increase results from this historical spending patterns, as well as the potential need to use interns in the 1999-2000 fiscal year for various projects. Examples of major expenditures over the past two years from this account include: • The portion of the TJCOG local assessment not included in the BOCC Departmental budget. associated with • Payment to the Town of Carrboro for the cost of joint facilitation developing a land use plan for Carrboro.'s transition area. • Payment for property appraisal Camp New Hope. • Payment for inserts in the tax bills. • Payment to Triangle Land Conservancy for Landscape with Wildlife project. Expenses associated with the update of the Impact Fee technical report. 4. Employee Development/Taining Funds. (budget page 11-15) Board Attachments 1 and 2 of this enclosure include the information requested by the Bo d regarding the employee development and training account. A/ — / Enclosure 4 5. Five Year Summary of Travel and Training Funding The Board requested information regarding the County's funding of departmental travel and training over the past five years. Attachment 3 of this enclosure includes the requested information. 6. Student Generation/Impact Fee Report (budget page 11 -18) At the June 8 worksession, the Board asked to discuss the Student Generation and Impact Fee Report at the June 15 worksession. The recommended funding for this initiative is $46;000. According to the Planning Director, the Student Generation Study will serve as the basis for the school impact fee rate and future school capital improvement programming. A consultant should be used to generate -the impact fee model to create a legally tested document that could withstand potential legal challenges. There are many consultants that - with the proper coordination with staff and monitoring throughout the impact fee system development —, could create a product that is extremely credible and useful for a variety of applications. Al - C� - Enclosure 4, Attachment 1 Employee Development/Training A. The non-departmental Employee Development/Training account funds in house training for County employees. In conjunction with the operating departments, the Personnel Department plans and coordinates training programs using these funds. The training and development opportunities are designed to support County goals and initiatives and to meet the general needs of all employees. Attachment 2 includes examples of the County employee training calendars for September — December 1998 and January — April 1999. Examples of such training include: Computer training - A primary goal has been to improve employee productivity and efficiency by increasing employee knowledge and skill in computer use. - Some examples of computer training offered to employees are Windows 95/98, Word 97, Excel and Access. The Employee Development account includes $15,000 for employee computer training. 2. Supervisory training — Another major focus of ft training has been supervisory training. This includes skill training in employee communication, coaching, problem solving and discipline for all new supervisors. For other supervisors, it has included such training as working with problem employees dealing with absenteeism, using the work planning and performance review program and the like. The Department Head Retreat and extended department head meetings also are funded through the employee development account. 3. Customer Service Training — In support of providing high quality customer service to citizens, the County has provided ongoing customer service training through the employee development funds. These programs are designed to develop employee skills in serving citizens with care and respect. 4. Workplace Violence Prevention - Orange County is concerned with the security and safety of its employees and citizens. Staff safety training is mandatory for all employees and is designed to help employees learn skills and develop techniques to be safer in the workplace. 5. Cultural Diversity Training - Orange County's Human Relations Commission has identified as one of its goals to assess and develop recommendations to meet the needs of the County's Hispanic/Latino population. County training opportunities will support this goal by offering employees cultural diversity training and continuing to offer Spanish language instruction for employees. _�_3 Enclosure 4, Attachment I B. Each County department also has a budget for travel and training. These departmental training budgets primarily are used to provide specialized training and professional development that is specific to an employee's position. For example, the Finance Department has funds to train accounting technicians in accounting related matters and the Department of Social Services sends child protective service social workers to training that provides instruction on how to conduct investigations of child sexual.-abuse. C. The reasons why the County employee training is funded centrally rather than from departmental accounts, include the following: 1 Greater cost-efficiency - The Personnel Department can contract for training services for all employees in bulk, thereby reducing the overall cost of the service provided. For, example, the County contracted with New Horizons Learning Center for computer training of its 600 employees at a cost per employee of $70. If an individual employee were to register for the same computer training class, the cost to the department would be $145. Recently Purchasing and Personnel rebid the contract for computer training and the proposed rate for 1999-00 will be even lower. 2. Higher quality and ,consistency - By managing County training centrally through the Personnel Department, the training coordinator can provide ongoing assessment of both the County and employee's needs. The coordinator' can contract for training programs and providers that best, meet the overall needs of County employees. The training offered can also be tailored to take account of the County's goals, needs and desires. 3. Support for Countywide initiatives — There are County objectives and initiatives applicable to all employees such as customer service, work place violence prevention, cultural diversity, among others. By providing this training centrally, the County can assure that all employees receive training in these areas. H:Xe\train.doc June 10, 1999 --J/, — 41 Enclosure 4, Attachment 2 Orange County Trainina and Develojpntewi �oWnt� of �t Personnel Department 208 South Cameron Street Hillsborough, NC 27278 Name: Department: Phone: Course Title: Date: Course Title-,... Date: Course Title• Date• Is this course an off -site computer training course offered at New Horizons Computer Learning Center in Research Triangle Park? Yes (Please note that travel costs must be paid by the department.) No Employee Signature Department Head Authorization: Date: Cancellation Policy For On -site Training: You may cancel your registration for on -site training classes with no penalty by calling the Personnel Department (Extension 2551) 48 hours in advance of the scheduled class. If you must cancel a class with less than a 48 hour notice, or if you attend the class for less than half of the class time, your department will be charged for the cost of training materials and instruction for the class, not to exceed $60, for any unfilled training space. It is the department's responsibility to fill the training space if less than a 48 hour notice is given to Personnel. When possible, Personnel will assist in finding a replacement for your space. Cancellation Policy For Training at New Horizons Computer Learning Center: Cancellation of computer training classes held at New Horizons Computer Learning Center in Research Triangle Park requires a 5 -day advance notice to the Personnel Department. If you are unable to provide the required notice or find a substitute to attend class in your place, your department will be charged $70 Please submit this Course Enrollment Form to the Personnel Department by _Friday, Tanuary 15. Once your registration is confirmed, you will receive a call from the Personnel Department. If you have any questions about enrollment or the training courses, please call Gwen Capers at Extension 2551. ,'` 69 General interest -Courses- New Employee orientation: You don't have to be a new employee to attend this session! This orientation covers important personnel information such as position classification, salary administration, EEO and Sexual Harassment policies, Work Planning and Performance Review (WPPR), Disciplinary Action and Grievance Procedures, employee training and development, customer service orientation, wellness and payroll information. This is a good opportunity to ask Personnel staff any questions you may have about county policy or procedures. This class is required for all new employees! Personnel and Finance staff are the instructors. Conversational Spanish 1: This beginning. Spanish course assists participants learn the language using real life and work "survival" situations in the Spanish - speaking world. The course is built around key topics and concepts, which provide a unified, progressive and integrated approach to learning the Spanish through: • Vocabulary related to the theme of the lesson. • Conversation using short situational dialogues. • Grammatical Structures in their most commonly used forms. • Exercises designed to maximize opportunity for direct interaction between participants and teacher and participant interaction in pairs. • Cultural notes on specific themes used to ' describe Hispanic culture. Note: Employees are expected to make a commitment for the full ten -week series of classes. The Personnel Department is assuming a. portion of the course fee and departments will be expected to assume the cost of the books at $20 per participant. �r Karin Vander Elst, the instructor is originally from Argentina. She is fluent in four languages including Spanish. She has extensive background in teaching both French and Spanish and is currently teaching Spanish classes in continuing education at Duke University. When: (Select One) Tuesday, January 26 9:00 a.m. - 2:00 p.m. Friday, February 26 9:00 am 2:00 pm Where: Government 'Services Center Meeting Room When: Tuesdays & Thursdays 2:00 pm - 3:00pm February 2 - April S Where: Department on Aging Conference Room N General Interest. co—, urses Understanding , _ a Others in • Teams: This course is not for individual participants. Rather, it is designed for intact work teams and will be offered on a first -come, first- served basis to the work teams that sign up. This workshop will focus on the different personality types in the workplace and explore the strengths, needs and motivations for behavior by using the Myers - Briggs Type Indicator. It will focus on working together as a team,. communicating with team members and holding meetings as a team. Advanced Myers -Briggs workshops for work teams are also available. This session will focus on problem - solving skills and styles in groups. Enrollment is limited to a minimum of 6 and a maximum of 20 employees. Employees must make a commitment to taking the Myers - Briggs one -month in advance so the results can be scored before this workshop. Note: Personnel will be assuming a portion of the course fee and departments will also be expected to assume a part of the fee at $15 per participant. Rosalie Blowe; consultant and trainer, is the instructor. Presentatin Excellence The ability to speak clearly and persuasively before a group of people is a highly valued commodity and critical to individual success. This course will provide participants with the. techniques and skills to design and deliver a polished, professional presentation.. Topics include: • Ways to Structure a Presentation • Audience Analysis • Delivery Techniques • The Art of Answering • Visual Aids • How to Handle Nervousness and Stage Fright John Nance, trainer and consultant has a reputation for excellence as a distinguished and dynamic instructor and coach. He has over 20 years experience as a management and development consultant. Scheduled as Requested Where Tuesday 3116199 9:00 am - 4.30 pm Where: Government Services Center Meeting Room �_ ?J Health & Wellness Workplace Violence Prevention Training: C +� This staff safety training is designed to help employees learn skills and techniques in order to be safer in the workplace. Topics include: • M:inimbing Risks • Office Practices and Procedures for Safety ® General Prevention Guidelines ® Assessing the Potential for Violence ® Orange County's Policy and Guidelines on Workplace Violence Prevention Enrollment is limited to 15 employees. This training is mandatory for all county employees and will be offered on a continuing basis throughout the year. Instructors will be County employees trained in Workplace Violence Prevention. Fire Extinguisher Training Participants in this session will learn about the importance and use of fire extinguishers through classroom information and practical exercises. At least one employee from each department or work area is encouraged to attend. Enrollment is limited to 15 participants. EMS Staff will be the instructors. IVoonliting: If you are interested in losing. weight, or just learning how to eat healthier, then you may be interested in Noonliting. Topics include using the food guide pyramid, calorie hints, food preparation to trim the fat, snacking lite and eating out. There is a one time enrollment fee of $10 plus an additional $11 in fees for the kitty. Kitty money is shared among participants who meet their weight loss goal. Fees are paid by the employee. The Cooperative Extension Service sponsors Noonliting. To register call 732 -8181 extension 2053. All classes will meet from 8:30 am - 4:30 pm Please Select One: *' When Friday, 1/29/99 Where: EMS Conference Rm * When: Tuesday, 2,/9/99 Where: Government Services Center Meeting Room * When: Friday, 2,/12,/99 Where: SHSC Conference Rm D * When: Wednesday, 2,/24/99 Where: EMS Conference Rm * When: Friday, 3/12/99 Where: SHSC Conference Rm D When: Tuesday, March 9 9:00 am -11:00 am Where: Department on Aging Conference Room Please Select One: When: Every Wednesday, January 21 - April 14, 12:00 pm -12:50 pm Where: Chapel Hill Senior Center, Chapel Hill When: Every Thursday, January 22 - April 15, 12 :00 pm -12.50 pm Where: Cooperative Extension Service Food Lab, Hillsborough X/ - �' , SUPERVISORY COURSE OFFERINGS, If 1"P _, no This session will provide supervisors with an opportumity to review the When: Friday, 11:22199 key principles and interaction guidelines of Interaction Management. 9:00 am -1:00 pm Participants will have an opportunity to practice skills learned using real Where: Government Services workplace examples. Center Meeting Room Participants must have already completed Interaction Management training to register for this class. Please plan on submitting a scenario for skill practice in advance. Enrollment is limited to 18 employees. Annis Davis is the instructor. We know the Employee Assistance Program (EAP) helps employees resolve their personal problems. Now, EAP also includes consulting services to help supervisors overcome problems with staff. Discussion topics will include how to use EAP, when to make employee referrals and how to access direct workplace assistance for. supervisors. Anne Robertson F.AP Consultant, will be the instructor. Constructive Discipline: When: Friday, 215199 9:00 am -10:30 am Where: Government Services Center Meeting Room While no one likes to take disciplinary action, this course presents a "how to" guide for supervisors in taking ffective disci When: Friday, March 5 g disciplinary ,.action to improve employee performance. Topics will include Orange County s Disci 9:00 am -12:00 pm Disciplinary Procedure, the causes of disciplinary action, disciplinary action based on work performance or personal conduct, and the Where: Government. Services employee appeals process. Center Meeting Room Elaine Holmes, Personnel Director is the instructor. This session will provide guidelines for the recruitment and selection process. Discussion will focus on how to meet the legal requirements of recruitment and selection while choosing the best candidate for the job. Michael Edmonds, Personnel Analyst is the instructor. When: Friday, Apri116 9:00 am -12:00 pm Where: Government Services Center Meeting Room _Z, /,;In Classes are offered to units or departments at their request. All classes are 2 hours in length and will be held in the Southern Human Service Center or the Government Services Center Conference Room. Enrollment is limited to 10 participants so that each employee will have access to a computer. This course explores using Windows 95 or Windows 98 to move around the desktop, understanding menus and dialog boxes, using Help, using the Windows Explorer to work with files, using My Computer and the Recycle Bin, as well as the Control Panel. Additional options, such as the Windows Accessories and customizing the desktop are also covered. . George Eberle is the instructor. Classes are 2 hours in length and will be Scheduled as Requested The classes listed below are held at New Horizon's. Training Facility in Research Triangle Park. The Personnel Department pays the course fee. The department pays travel costs. Each class session begins promptly at 9:00 and ends at 5:00. All classes are one day in length unless noted otherwise. The Personnel Department will coordinate your registration for these classes. Please be aware that New Horizon's cancellation policy for these classes requires a 5 day advance notice or your department will be billed for the class. To register for Windows 95 training, you must have access to Windows 95 at the time the class is held. Beginning windows 95* This class introduces you to the basic elements of Windows 95. You will learn to manipulate and use the Windows environment. You will also perform and save a find, use the Explorer, and learn to manage your files. Class Dates (Select One): Thursday, January 21 Monday, January 25 Friday, February 5 Tuesday, February 9 Friday, February 12 Monday, February 22 Tuesday, March 2 Friday, . March 19 Friday, March 26 Wednesday, March 31 Thursday, April 8 Monday, April 19 Friday, April 30 Intermediate Windows 95 This class introduces you to the intermediate elements of Windows 95. You will learn to modify the environment, multitask,. understand fonts and printing, and link and embed objects. Advanced Windows 9 This Class introduces you to the advanced elements of Windows 95. You will learn to protect data, customize .the interface, optimize performance, and use a troubleshooter. -In this class you will learn to edit, format, save and print a document. The following components : will be covered: Word Basics; Editing and Formatting; Working with Tabs and Creating the Final Product. intermediate . .` 6.0 for dows 3.1 This course stresses mail= merging, outlining, table of contents, indexing, footnotes and boilerplates. The following topics will be covered: Advanced Editing Tools; Columns and Tables ;. Introduction to Desktop Publishing. Advanced • . 6.0 for, . r This course is designed for the "power- user" stressing styles, graphics, advanced table features and macros. The following topics will be covered: Using word styles; Sect ons and Graphics; Tables and Formulas; Macros and Templates. Class Dates (Se One) Friday, January 29 Thursday, February 11 Thursday, February 18 Tuesday, February 23 Friday, March 5 Wednesday, March 24 Monday, April 5 Thursday, April 22 Class Dates (Select One): Friday, January 22 Wednesday, February 17 Tuesday, March 16 Wednesday, April 14 Friday, April 30 Class Dates (Select ne). Tuesday, January 19 Monday, March 22 Class Date: Wednesday, April 7 K/ - J2- In this course, you will learn to edit, format, save, and print a document. The following topics will be covered: Word Basics, Automatic Formatting, Editing and Formatting, and Creating the Final Product. This course stresses mail- merging, tables of contents, indexing, footnotes, and boilerplates. The following topics will be covered: Advanced Editing Tools, Columns and Tables, Using -the Reference Tools, and Mail Merging. Advanced Word 97 for Windows ' This course is structured for the "power user," stressing styles, graphics, advanced table features, and macros. It will cover: Using Styles and Workgroup Editing, Sections and Graphics, Tables and Formulas, and Macros and Templates. Beginning Excel 5.0 for windows 3.1 This course is designed to . develop foundation worksheet/spreadsheet skills. The following components will be covered: Excel Basics; Formulas and Formats; Preview and Print; Using Charts. intermediate Excel 5.0 for windows 3.1 This course presents many of Excel's pdWerful features. Custom numeric formatting, multiple cell selection and naming ranges will be discussed. You will use the database features to sort, search and extract information from your collected data. The following topics are included in the session: Database Basics; Database Management; Link and Protect Workbooks; Macros. Class Dates (Select One): Monday, January 18 Friday, January 29 Wednesday, February 3 Friday, February 12 Thursday, February 25 Wednesday, March 3 Tuesday, March 16 Thursday, March 25 Monday, April 5 Thursday, April 15 Tuesday, April 20 Thursday, April 29 Class Dates (Select One): Tuesday; January 26 Tuesday, February 16 Friday, February 26 Monday, March 15 Monday, March 22 Thursday, April 1 Monday, April 26 Class Dates (Select One): Thursday, January 28 Tuesday, February 23 Tuesday, March 30 Wednesday, April 28 Class Dates (Select One): Wednesday, February 10 Thursday, March 18 Class Dates (Select One): Wednesday, February 24 Tuesday, March 30 Al-, 13 Advanced Excel 5.0 • Windows This course will explore lookup and data tables, array functions and conditional functions to give your spreadsheet added "intelligence ". You will learn how to create advanced macros and about the Scenario Manager. The following topics are included: Using IF Logic; Advanced.Data Management; User - defined Functions; and Customizing Excel Beginning Excel 97 for Windows 95* This one day class covers Excel 97 basics, formulas and formats, preview and print, and charts and maps. Intermediate Excel 97 for Windows 95* This class covers working with database basics, database management, linking and protecting and Visual Basic. Advanced Excel 97 for Windows 95* This class covers using IF logic, advanced data management, user defined functions and customizing Excel. Beginning Access 97 for Wind ®vlrs 95 (Two -Day class) This ' two -day class introduces the Access relational database concepts, providing a foundation for, database management. Students learn how to design tables and forms, how to search and sort data, how to import and export data, and how to create reports. Class Date: Friday, April 2 Class Dates (Choose One): Tuesday, January '19 Thursday, January 28 Friday, February S Tuesday, February 9 Thursday, February 18 Thursday, March 4 Tuesday, March 16 Wednesday, March 31 Thursday, April l Wednesday, April 7 Wednesday, April 21 .Thursday, April 29 Class Dates (Choose One): Friday, January 22 Monday, February 1 Friday, February 26 Tuesday, March 9 Wednesday, March 24 Tuesday, April 13 Thursday, April 22 Class Date: Monday; January 25 Thursday, February 11 Friday, March 12 Friday, April 23 Class Dates (Select One): Fridays, January 22 & 29 Tuesdays, February 2 & 9 Wednesdays, February 10 & 17 Fridays, February 19 & 26 Mondays, March 1 & S Thursdays, March 11 & 18 Tuesdays, March 23 & 30 Fridays, April 2 & 9 Wednesdays, April 14 & 21 intermediate Access 97 for Windows 95* This class students will learn how to manipulate data through advanced Access queries, custom forms, and table techniques. Advanced Access 97 for Windows 95* This class will focus on Access macros and programming. The following topics are included: Using Macros; Access Modules, Writing in Access Basic; Power Access Techniques. . :Iegihning PowerPoint 4.0 for Windows 3.1 This course offers comprehensive training in the creation of slides, custom drawings, and graphs. These capabilities make it possible to create presentations with a truly professional appearance. The following components will be covered: Presentation Basics, Presentation-and File Management, Drawing and Graphics. :Intermediate PowerPoint 4.0 for Windows This course explores the creative possibilities of PowerPoint through the use of special effects and more advanced presentation tools. The following topics are included: .Advance Graphic Techniques; Working with Templates; Special Effects; . The Presentation. This one day class covers PowerPoint 97 for Windows basics, working with slides, drawing and graphics and the finishing touches. intermediate Powerpoint °97 for Windows 95* This one day class covers data charts, advanced text formatting, working with templates and advanced slide shows. Class Dates (Select One): Thursday, January 21 Friday, February 12 Monday, February 22 Wednesday, March 10 Wednesday, March 31 Monday, April 12 Tuesday, April 27 Class Dates (Select One): Wednesday, January 27 Wednesday, February 24 Friday, March 19 Thursday; April 29 Class Date: Tuesday, February 2 Class Date: Monday, March I Class Dates (Choose One): Tuesday, January 26 Monday, February 8 Friday, March 12 Monday, March 22 Tuesday, April 6 Tuesday, April 27 Class Dates (Choose .One): Wednesday, February 3 Wednesday, March 17 Friday, April 9 a Beginning MS PUblisher 97 (Two-i-Day Class) This two day class explores creating, enhancing, and printing various types of publications including business cards, letterhead stationary, a newsletter, and a flyer using Microsoft Publisher. Groupwise End User 5.2 This class introduces you to GroupWise basics and GroupWise mail, calendar and task management features. Beginning FrontPage 98 for Windows qs*1 This course includes an introduction to FrontPage, creating and using hyperlinks, creating and developing a web page, and beginning text and graphic use. Intermediate Fr®nt a e 98 for Windows 95* This course explores the application of graphical themes, intermediate graphic use, ` lists and tables, and creating and using special effects. Advanced FrontPage 98 for Windows 95* This course explores advanced web creation, adding frames, creating forms, and using other FrontPage components. Class Dates- Mondays, March 15 & 22 Class Date: Friday, February S Class Dates (Select tine): Tuesday, January 26 Friday, March 19 Thursday, April 22 Class Dates (Select One): , Friday, January 29 Monday, March 29 F ss Date: nday, April 26 Don't Forget! The Personnel Department has self - paced tutorials for Windows, Word, Excel, Access and PowerPoint available for one -week check out. Windows 95 tutorial is., also available for check out on CD -ROM. For Windows 95 tutorial, you must have access to audio or multimedia speakers. September - December 19-98 t t�'Ct`� t 7-7rrrrq \-1 <41t �x fi Personnel Department 208 South Cameron Street Hillsborough, NC 27278 s� a M Name: Department: Phone: Course Title: Date: Course Title: Date: Course Title: Date: Is this course an off-site computer training course I offered at New Horizons Computer Learning Center in Research Triangle Park? —Yes (Please note that travel costs must'be paid by the department.) No 'Employee Signature Department Head Authorization: .Date: Cancellation Policy For on-site Training: You may cancel Your registration for on-site training classes with no penalty by calling the Personnel Department 48 hours in advance of the scheduled class. If YOU must cancel a class with less than a 48 hour notice, or if you attend the class for less than half of the class time, Your department will be charged for the cost of training materials and instruction.for the class, not to exceed 560, for any •unfilled training space. It is the department's respbnsibilityto fill the training space if less than a 48 hour notice is given to Personnel. When Possible, Personnel will assist in ,finding a replacement for Your space. Cancellation POWW For Training at New Horizons Computer Learning Center: Cancellation Of Computer training classes held at New Horizons Computer Learning Center in Research Triangle Park requires a 5-day advance notice to the Personnel Department. If you are unable to provide the required notice or find a substitute to attend the class in your place, your department will be charged $70. Please submit this Course Enrollment Form to Gwen Capers in the Personnel Department by Monday, September 8. Once your registration is confirmed, you will receive a call from the Personnel Department. m I W I[ A Mild= New Employee Orientation: You don't have to be a new employee to attend this session! This orientation covers important personnel information such as position classification, salary administration, EEO and Sexual Harassment policies, Work Planning and Performance Review (WPPR), Disciplinary Action and Grievance Procedures, employee training and development, customer service orientation, wellness and payroll information. Required for all new employees. . • - This workshop will focus on the different personality types in the workplace and explore the strengths, needs and motivations for behavior by using the Myers- Briggs Type Indicator. It will focus on helping employees look at themselves in relation to others, to their work and their environment. Enrollment is limited to 20 employees. Employees must make a commitment to taking the Myers- Briggs one -month in advance so the results can be scored before this workshop. Rosalie Blowe, consultant and trainer, is the instructor. HOW TO Bring OUt The Best in People At Their Worst: There are difficult people everywhere and they can make your life stressful and unpleasant and prevent you from being as effective as you could be on the job. This training will help you to understand the motives and fears that compel people to be challenging. It will also teach you communication skills and techniques that will help you resolve conflict on the job. Enrollment is limited to 25 employees. Rosalie Blowe, consultant and trainer, is the instructor. When: (Select One) Friday, 8128198 Friday, 10123198 9:00 a.m. - 2:00 p.m. Lunch Included! Where: Government Services Center Conference Room When: Tuesday, 10113198 8:30 a.m. -12:30 p.m. Where: Government Services Center Conference Room When: Friday, 1116198. 8:30 a.m. -12:30 p.m. Where: Government Services Center Conference Room f«jjj JY [:,m I - - " , I Workplace Violence Prevention This staff safety training is designed to help employees be safer in the workplace. This program will teach you how to recognize unsafe situations before they occur and develop crisis intervention skills. Enrollment is limited to 20 employees. Kathy Glassock and Oliver Melvin are the instructors. CPR - Initial certificati ®n & Re- Certificati ®n This course teaches the lifesaving skills of CPR and reviews the signs and symptoms of heart attacks and the risk factors associated with heart disease. A practical test is included as part of the certification process. The re- certification course is for those employees wishing to update and practice their CPR skills. CPR certification can now be renewed every two years. Enrollment in each class is limited to 10 employees. EMS is the instructor. manage LUNCHTIME SEMINAne- • F-mployee Assistance Program: Did you know that the EAP could help you deal with parenting issues, legal problems and financial management? Find out what the EAP can do for you, when to call them and how to access this important resource. During these brown bag lunchtime seminars you will learn about all the services offered by the EAP as well as warning signs and signals of stress and depression. Anne Robertson, EAP Representative, is the instructor. Ain't Misbehaving? Do you have teenagers at home or work with them during the day? Using Systematic Training for Effective Parenting (STEP) program techniques, this lunchtime workshop will help you identify the goals of a teen's misbehavior. The trainer will use real examples of problems you are having with your teen. Bonnie Ferrell, Parenting Social Worker, is the instructor. When: Tuesday, 11/17198 8.30 a.m. - 4:30 p.m. Where: Orange County Public Library Conference Room When: Thursday, 1115198 Initial CPR 8:00 a.m.- 2:00 p.m. When: Friday, 1116198 Re- Certification 8:00 a.m. -12:00 p.m. Where: EMS Dates (Select One):. When: Thursday, 10115198 12:00 p.m.. -1:00 p.m. Where: Southern Human Services Center Library When: Thursday, 10 129198 1. 12:00 P.M. -1:00 P.M. Where: 'Government Services Annex Conference Room When: Thursday, 1115198 12:00 p.m. -1:00 p.m. Where: Government Services Center Conference Room n I' •• • • • - This beginning Spanish course offers a practical and simple approach to acquiring enough knowledge of Spanish to meet your needs at work. Through a series of drills and exercises, you'll develop_ essential communication skills including key phrases related to specific job situations. Special emphasis is given in listening, repetition and pronunciation during group conversations. Enrollment is limited to 25 employees. Note: Employees are expected to make a commitment for the full ten -week series of classes. The Personnel Department is assuming a portion of the course fee and departments will be expected to assume the cost of the workbooks at $25 per participant. Carlos and Millie Nunez, are the instructors. • • •: ` • - • interaction id • - - for This is a series of six classes. offered to new supervisors or supervisors who have not previously participated in Interaction Management training, and who are directly responsible for the day -to -day operations of a work group. This series is designed to be taken in its entirety as each course builds on the previous week's class. Classes include the introduction of key principles and interaction guidelines that are considered critical skills for effective supervision. Class enrollment is limited to 20 employees. Annis Davis, consultant and trainer, is the instructor. C-091" 1�5 r1��, 1 21 < When: Tuesdays & Thursdays 4.00 p.m. - 5:00 p.m. 1016198 & 1018198 10113198 & 10115198* 10120198 & 10122198 10127198 & 10129198* 1113198 & 1115198 11110198 & 11A2198* 11/17198 & 11/19198 Thanksgiving Break 1211198 & 1213198 1218198 & 12110198* 12115198 & 12117198 Where: Government Services Center Conference Room ( *These classes will be held in the Department on Aging Conference Room.) When: Fridays 8:30 a.m. -12:30 p.m: 9/18/98 9/25/98 10/2/98 10/9/98 10/16/98 10/30/98 Where: Government Services Center Conference Room �f Supervisory course • Employee issues: Depression affects more employees in the workplace than any other single behavioral health issue. Lost productivity and absenteeism are among some of the problems associated with depression. This workshop will suggest how'to handle work performance issues associated with depression and discuss as well as other mental health issues. It will cover how and when to make a referral to the Employee Assistance Program, as well as, other services offered to you by the EAR Pat Collair, Counselor and Trainer, will be the instructor. This training is required for Orange County supervisors who have not Previously attended Drug and Alcohol Testing Policy training. It includes testing coverage information and making reasonable suspicion determination decisions. Kathleen Goodhand, Personnel Analyst, Mike Edmonds, Personnel Analyst, and Larry Faucette, Deputy Sheri are the instructors. MIJ When: Wednesday, 11/11198 9:00 a.m. -10:30 a.m. Where: Government Services Center Conference Room When: Wednesday, 12 12198 8:30 a.m. —11:30 a.m. Where: Government Services Center Conference Room When: Friday, 11120198 9:00 a.m. -12:00 p.m. This session will review the key concepts of the Work Planning and Performance Review Policy. The workshop will assist you in setting work objectives and performance standards and provide you with tools to make he WPPR process work more effectively for you and your employees. Elaine Holmes, Personnel Director, is the instructor. 11 � !iii Where: Government Services Center Conference Room on-Site Computer Training REMEMBER: To Register for Windows 95 training, you must have access to Windows 95 at the time the class is held. All classes are one day in length unless otherwise noted. class size is limited to 12 participants so that each employee will have access to their own computer. Windows 95 introduction This instructor -led course explores using Windows 95 to move around the desktop, understanding menus and dialog boxes, using Help, using the Windows Explorer to work with files, using My Computer and the Recycle Bin, as well as Control Panel. Additional options, such as the Windows Accessories and Applets, exchanging information, and customizing desktop are also covered. New Horizons is the instructor. • ! I i I* Lelli 0 . - i Ili 1 11 iLe ; This instructor -led course explores the new and enhanced features of Word 97. Upon completing this hands -on course, the student will have used: the Office Assistant, new features such as workgroup, Office Art, hyperlinks, and saving in HTML format, completed a binder with headers and footers, features such as animated text, bordered and shaded text, AutoSummarize, AutoCornplete, and table drawing New Horizons is the instructor. Publisher 97 For Windows 95/ introduction (TWO DAY CLASS) This instructor -led course explores creating, enhancing, and printing various types of publications including business cards, letterhead stationary, a newsletter, and a flyer using Microsoft Publisher. New Horizons is the instructor. GroupWise 5.2 for Windows* 95 /Introduction This instructor -led course explores using GroupWise Mailbox as a central communication point for themselves and others for whom they have proxy privileges. Users create electronic mail messages, schedule appointments, create task lists, notes, and phone messages. New Horizons is the instructor. * YOU MUST HAVE ACCESS TO GROUPWISE 5.2 FOR WINDOWS TO REGISTER FOR THIS CLASS. When: (Select One) Thursday, 9117198 Friday, 9118198 8:30 a.m. - 4:30 p.m. Where: Southern Human Services Center When: (Select One) Thursday, 10 18198 Friday, 1019198 8:30 a.m. - 4:30 p.m. Where: Southern Human Services Center When: Thursday, 11112198 and Friday, 11113198 8:30 a.m. - 4:30 p.m. Where: Southern Human Services Center When Friday, 10116198 8:30 a.m. - 4:30 p.m. Where: Southern Human .Services Center ILO 0101i i 141 The classes listed below are held at New Horizon's Training Facility in Research Triangle Park. The Personnel Department pays the course fee. The department pays travel costs. Each class session begins promptly at 9:00 and ends at 5:00. All classes are one day in length, unless noted otherwise. The Personnel Department will coordinate your registration for these classes. Please be aware that New Horizon's cancellation policy for these classes requires a 5 day advance notice or your department will be billed for the class. TM In this class you will learn to edit, format, save and print a document. The following components will be covered: Word Basics; Editing and Formatting; Working with Tabs and Creating the Final Product. This course stresses mail-merging, outlining, table of contents, indexing, footnotes and boilerplates. The following topics will be covered: Advanced Editing Tools; Columns and Tables; Introduction to Desktop Publishing. This course is designed for the "power-user" stressing styles, graphics, advanced table features and macros. The foll i owmg topics will be covered: Using word styles; Sections and Graphics,; Tables and Formulas; Macros and Templates. Beginning Word 97 for WindoWS 95* In this course, you will learn to edit, format, save and *print a document. The following topics will be covered: Word Basics, Automatic Formatting, Editing and Formatting, and Creating the Final Product. This course stresses mail-merging, tables of contents, indexing, footnotes, and boilerplates. The following topics will be covered: Advanced Editing Tools, Columns and Tables, Using the Reference Tools, and Mail Merging. Class Dates (Select One): Wednesday, September 2 Thursday, October 1 Thursday, November 5 Class Dates (Select One): Friday, October 9 Monday, November 9 Class Date: Wednesday, December 2 Class Dates (Select One): Thursday, September 3 Monday, September 21 Yhursday, October 8 Monday, November 2 Friday, November 20 Wednesday, Dece ' mber 9 Thursday, December 31 Class Dates (Select One): Wednesday, September 30 Thursday, October 22 Tuesday, November 24 Tuesday, December 15 Z/ '%" / This course is structured for the "power user," stressing styles, graphics, advanced table features, and macros. It will cover: Using Styles and Workgroup, Editing, Sections and Graphics, Tables ,and Formulas, and Macros and Templates. seginning Excel 5.0 for Windows 3.1 This course is designed to develop foundation worksheet/ spreadsheet I skills. The following components will be covered: Excel Basics; Formulas and Formats; Preview and Print; Using Charts. intermediate Excel 5.0 for Window 3.1 This course presents many of Excel's powerful features. Custom numeric formatting, multiple cell selection and naming ranges will be discussed. You will use the database features to sort, search and extract information from your collected data. The following topics are included in the session: Database Basics; Database Management; Link and Protect Workbooks; Macros. This course will explore lookup and data tables, array functions and conditional functions to give your spreadsheet added "intelligence". You will learn how to create advanced macros and about the Scenario Manager. The following topics are included: Using IF Logic; Advanced Data Management; User-defined Functions; Customizing Excel. & 0 � This one day class covers Excel 97 basics, formulas and formats, preview and print, and charts and maps. Class Dates (Select One): Monday, October 12 Friday, December 4 Class Dates (Select One): Friday, September 4 Friday, October 2 Tuesday, November 3 Class Dates (Select. One): Tuesday, October 13 Monday, December 14 Class Date: Friday, December 18 Class Dates (Choose One): Tuesday, September 8 Friday, September 25 Wednesday, October 7 Wednesday, November 4 Monday, November 23 Tuesday, December 29 Intermediate Excel 97 for Windows 95* This class covers working with database basics, database management, linking and protecting and Visual Basic. This class covers using IF logic, advanced data management, user defined functions and customizing Excel. Beginning Access 97 for Windows 95 (TWO-Day This two -day class introduces the Access relational database concepts, providing a foundation for database management. Students learn how to design tables and forms, how to search and sort data, how to import and export data, and how to create reports. intermediate Access • Windows • In this class students learn how to manipulate data through advanced Access queries, custom forms, and table techniques. Advanced Access 97 for • • • This class will focus on Access macros and programming. The following topics are included: Using Macros; Access Modules, Writing in Access Basic; Power Access Techniques. Beginning PowerPoint 4.0 for windows 3.1 This course offers comprehensive training in the creation of slides, custom drawings, and graphs. These capabilities make it possible to create presentations with a truly professional appearance. The following components will be covered: Presentation Basics, Presentation and File Management, Drawing and Graphics. Class Dates (Choose One): Monday, September 28 Thursday, October 22 Wednesday, November 18 Wednesday, December 23 Class Dates (Select One): Tuesdays, September 15 & 22 Wednesdays, September 23 & 30 Thursdays, October 1 & 8'- Tuesdays, October 27 & November 3 Thursdays, November 12 & 19 Wednesdays, December 2 & 9 Tuesdays, December 22 & 29 Class Dates (Select One): Tuesday, September 29 Friday, October 16 Wednesday, November 25 Wednesday, December 16 Class Dates (Select One Thursday, October 29 Wednesday, December 23 Class D Select On Thursday, September 3 Wednesday, October 7 Wednesday, November 4 I - o? intermediate PowerPoint 4.0 for Windows 3.1 This course explores the creative possibilities of PowerPoint through the use of special effects and more advanced presentation tools. The following topics are included: Advance Graphic Techniques; Working with Templates; Special Effects; The Presentation. 13eginning Powerpoint 97 for Windows 94 This one day class covers PowerPoint 97 for Windows basics, working with slides, drawing and graphics and the finishing touches. ntermediate Powerpoint 97 for Window 95* This one day class covers data charts, advanced text formatting, working with templates and advanced slide shows. Beginning FrontPage 98 for Windows 95* This course includes an introduction to FrontPage, creating and using hyperlinks, creating and developing a web page, and beginning text and graphic use. intermediate. FrontPage 98 for Windows 95* This course explores the application of graphical themes, intermediate graphic use, lists and tables, and creating and using special effects. Advanced FrontPage 98 for Windows 95* This course explores advanced web creation, adding frames, creating forms, and using other FrontPage components. GroupWise End User 5.2 This class introduces you to GroupWise basics and GroupWise mail, calendar and task management features. Class Date: Wednesday, October 21 Class Dates (Choose One): Thursday, September 10 Monday, September 28 Tuesday, October 13 Monday, November 16 Friday, December 4 Class Dates (Choose One): Tuesday, November 10 Friday, December 18 Class Dates (Select One): Friday, September 11 Wednesday, October 21 I Monday, December 28 Class Dates (Select, One): Friday, September 25 Thursday, November 12 Class Date: Thursday, December 31 Class Date: Friday, October 16 2 7 Beginning Windom 95* This class introduces you to the basic elements of Windows 95. You will learn to manipulate and use the Windows environment. You will also perform and save a find, use the Explorer, and learn to manage your files. This class introduces you to the intermediate elements of Windows 95. You will learn to modify the environment, multitask, understand fonts and printing, and link and embed objects. This Class introduces you to the advanced elements of Windows 95. You will learn to protect data, customize the interface, optimize performance, and use a troubleshooter. • _ . Class Dates (Select One): Tuesday, September I Wednesday, September 23 Tuesday, October 6 Thursday, October 22 Wednesday, November 11 Tuesday, December 15 Class Dates (Select One): Tuesday, September 29 Wednesday, October 28 Thursday, November 19 Monday, December 21 This class is intended for experienced Office and Office 95 Class Date: users who are upgrading to Office 97. It explores features Tuesday,' November 3 P� g p new to Office 97 versions of Word, Access, Excel and PowerPoint. on-site • - • information (Short SVStems Introduction to ; the Internet and Netscap- These classes will provide an introduction to the Internet and teach you how to access the Internet through the Netscape Navigator. Enrollment for the classes in the Southern Human Services Center is limited to 12 employees. PC's for hands -on practice will be available for'this class only. Jane Sparks is the instructor. Class Dates (Select One): When: Tuesday, September 22 9: 00 a.m. —10:30 a.m. and 2: 00 p. m. — 3: 30 p. m. Where: Government Services Center Class Dates (Select, One): When: Friday, November 6 9:00 a.m. —11:00 a.m. and 2: 00 p. m. — 4: 00 p. m. Where: Southern Human Services Center REMEMBER, TO REGISTER FOR WINDOW 95 TRAINING, YOU MUST HAVE ACCESS TO WINDOWS 95 AT THE TIME THE CLASS IS HELD. For more detailed descriptions of the Microsoft Office computer training courses or to check out one of the self -paced computer class tutorials, please call Gwen Capers at extension 2551. Enclosure 4 Attachment 3 Five Year Summary of Travel and Training 1995 -96 1996 -97 1997 -98 1998 -99 1999 -00 Actual Actual Actual Original budget Recommended 1001 Travel $126,907 $146,685 $155,221 $163,591 $161,581 1011 Training $0 $0 $0 $42,918* $65,257 Total Travel & Training $126,907 $146,685 $155,221 $206,509 $226,838 * Marks the first year that Travel and Training were budgeted separately Enclosure 5 Outside Agencies As stated on pages 1 -10 of the Budget Message, we tried to maintain a balance between County departments and outside agencies. As in previous years, new agencies were not added to the list of outside agencies receiving funding. The outside agencies the Board wishes to consider are listed below. 1. Criteria for Evaluating Non-Profit Agency Capital Campaign Requests See criteria in Attachment 1 of this enclosure. 2. Historic Hillsborough Commission (budget page 11-5) The Historic Hillsborough Commission preserves the Burwell School. Funding has remained constant at $3,000 in previous years. This fiscal year the agency has requested a $2,000 increase to expand programs and activities. 3. Orange County Historical Museum (budget page 11-5) The Historical Museum has requested $1,000 over their current funding amount of $4,000 to expand interpretive programs, conservation projects and education/outreach programs. 4. Institute of Government Facility Contribution (not included in the Manager's Recommended Budget) Recently, a request was . received from the Association of County Commissioners for Orange County to consider pledging a contribution to help defray the additional cost for the new tonstruction at the Institute of Government. An additional $4 million is needed because construction costs in this tight market are apparently going to exceed the $15 million in State funding for this project. The NCACC has suggested that each county consider making a pledge equal to its annual operating support to the IOG. The 1999-2000 County budget currently includes $8,580 for IOG operating support. The Manager's Recommended Budget did not include funding for this project in the 1999-2000 budget because the request was received so late in the budget process. The IOG is a tremendous asset to North Carolina local governments, and particularly to Orange County, because it is right here in our backyard. If the Board feels so inclined, funding in the amount of $2,860 (as the first payment in a three year pledge of $8,580) could be added to the budget during the "outside agency" discussion at the June 15 work session. -Background information on this request from the NCACC is included at Attachment 2. 5. Land Trust/Orange Community Housing Corporation (budget page 11-7) In the current fiscal year (1998-99), the OCHC received an additional $19,000 to eliminate an operating deficit. At the December 1, 1998 Board meeting, the" Land Trust Implementation Task Force presented recommendations to the Commissioners 15-_y Enclosure 5 regarding the implementation of a Community Land Trust in the County. While the Commissioners approved the concepts, they did not commit funds to the project. Orange Community Housing Corporation's 1999 -00 funding request included $8,000 for the administration of the Land Trust as well as an increase of $19,000 in the 1998- 99 base budget. The Manager's recommendation included the increase in the base budget, but provided no funding for the administration of the Land Trust. 6. County Funding for Chapel Hill Parks and Recreation (budget page 11- 12)and 7. County Funding for 'Chapel Hill Library Program (budget page 11 -11) At the May 27 public hearing, the Chapel Hill Public Library Board of Trustees requested reimbursement for library patrons living outside of the Town of Chapel Hill. In addition at the June 3 public hearing, the Chapel Hill Parks and Recreation Commission requested that the County reimburse the Town for costs incurred in serving County residents as program participants who are not residents of Chapel Hill. The Parks and Recreation Commission's presentation to the Board did not address Carrboro residents. The Town Parks and Recreation staff has informed the County that tracking of parks and recreation program participants by jurisdiction other than Chapel Hill is not maintained across all programs. Carrboro residents and other residents are considered "not residents of Chapel Hill ". In some classes offered by Parks and Recreation residency can be tracked. The Town staff conducts random sampling of participants to determine residency. 8. Freedom House (not included in Manager's Recommended Budget) This agency has not received County annual funding for operations in the past. Beginning fiscal year 1995 -96 through the current fiscal year (1998 -99), Freedom House has received $166,320 of Criminal Justice Partnership Program (CJPP) and approximately $300,000 of HOME funds for the construction of additional Freedom House residential and treatment facilities. Freedom House has requested $15,000 for the operation of the new facilities. Enclosure 5 Attachment 1 Criteria for Evaluating Non - Profit Agency Capital Campaign Requests When considering a request for contribution by the County to a capital campaign by anon- profit organization the following questions could be considered: Regarding the service that the requestor shall provide through the facility: 1. Is the service being provided by the requestor consistent with goals that the County may wish to pursue? 2. Will the building allow the agency to meet a service need for a significant number of County citizens? 3. Is the service to be provided through the facility duplicative in nature to other services provided by the County or other agencies that they support? Regarding funding: 1. What percentage of the overall commitment is the County being asked to contribute? 2. If the agency presently leases space, how many years will it take to break even, lease vs. own? 3. Does the agency plan to seek revenue, through subleases or other means to offset debt service? 4. In what circumstances should the County provide "loans" as opposed to contributions that need not be repaid? 5. When should the County require an agency to match the County's contribution for the capital contribution? 6. Shall the County require a funding plan outlining how the total project shall be paid for prior to the County considering a request? 7. Funds shall be used only for the purpose specified by the requestor. If they are used for any other purpose, they shall be returned to the County immediately. Regarding disposal of the property: 1. How many years should an agency maintain ownership /primary residency in the facility without repaying any County contribution? 2. If the property,is sold prior to this time, what percentage of their investment should the County expect to be returned by the agency? 3. If the property is sold, should the County under all circumstances receive back the amount of its contribution? Regarding other factors: 1. Will the property be removed from the tax rolls? 2. If so, how much revenue could potentially be lost by the County and other taxing jurisdictions? 3. Is the building being purchased or built a good value for the money being spent? 4. If the facility is to be renovated, will the finished product fetch market rate if the agency opts to sell at some point or will the renovation exceed the value of the building? 5. Does the County have the opportunity to use meeting rooms that may be in the facility free of charge if we contribute? When the Board has provided direction on each of these, we can then put together a multi -level set of criteria that they could use when considering whether the request should receive County funding. If further information is needed, please advise. May 12, 1999 North Carolina Association of County Commissioners Dear County and Municipal Officials: North Carolina League of Municipalities Enclosure. � '11_IY. '.VIII... At �• . North Carolina cities and`counties are widely recognized as among the best in the country. Having the expertise and counsel of the Institute of Government is a major reason for our outstanding, nationwide reputation. For nearly seven decades the Institute has partnered with us in improving North Carolina local government. The faculty and staff are available whenever we need them. They help us to answer pressing questions, produce publications, and offer seminars on emerging issues. We are writing to ask you for your special financial support.. Many of us encouraged the General Assembly to appropriate money for the renovation and expansion of the Institute's home, the Knapp Building. In 1997 and 1998, they allocated just over $15 million. Increased construction costs caused by a number of factors, including a glut of construction projects in the Triangle, means that the appropriation will not cover the full cost of the project. • The Institute has modified the building design to reduce costs, but now it must raise approximately $4 million from other public and private sources to complete the project without losing important functional spaces. Now the Institute needs our help. The Institute is renovating and expanding its facilities to ensure better services for local officials. New classrooms, up -to -date technology, dining facilities., and increased parking are just a few of the improvements. With these benefits in mind, cities and counties are asked to contribute some of the funding needed to complete the project. The League and the Association have each committed $50,000 as a kick -off gift for this city - county campaign. We ask that each local government consider joining the campaign with a pledge equal, to your annual Institute of Government membership dues. A pledge card is enclosed. This special contribution maybe paid in a single• installment or divided . over the next three years in any configuration that fits your budget. Our goal is 100% participation from all League and Association members for a pledge total of nearly 900 000. � -5 Building for* the Millenium City and County Ca m*paig'n for "North'Car*011na Local Government Wing" at the Institute of Government In 1998, the North Carolina d General Assembly completed approval of $16.1 million for renovation"and expansion of the Knapp Building, home of the Institute of Government Construction began in mid-1998 and will continue until 2002. When the construction is finished: • Space will nearl y double' torn 65,000 square.feet to. 119,000. • New and renovated classrooms,, which can be arranged in a variety of configurations, will hold more .than 'twice. the number of public officials who attend classes in the current building. Two two-story classrooms in the new southwest wing will feature sophisiticated.'audiovisuai equipment to accommodate slide and video presentations for participants One of these classrooms seats 170 people, the other se6ts-112 • A multimedia computer lab seats 15., When funds allow, a second- room also will be oonfiguriao for use esa lab. • Other new features include 'a 125-seat dining room, two-story library, and `a two-level parking deck for class participants The new building will be handicap-accessible throughout • An advanced telecommunication system will connect rooms throughout the facility to the Internet and other'coimputer networks. Two message centers with phones An expanded institute bookstore A landscaped central, courtyard A New Environment to Promote Interaction For years, clients Have eaten at tables and chairs along narrow, noisy corridors. A new dining room will enable class participants to I talk and compare experiences more comfortably, building networks of professionals. An expanded array of classroom sizes and*configuraflons will give instructors greater flexibility to meet the learning needs of students. With the capacity to hold more events in-house, the new facility will encourage more contact, between faculty and clients..Another g o*aI of the, renovations is to maximize clients! time ,at the Institute: during breaks,'clie ' nts� will be able' I 'ternet to contact thele'offices More easily, pick up messages at a central location- or connectlo the1n . If additional private funds•are identified, the Institute will outfit a videoconference classroom to provide. greater opportunities. for distance education. !MST ELOVAnCH- Exterior View of the new four-story southwest wing. "North Carolina Local Government Wing" "North the Institute of Government The Southwest wing, available to be named in honor of North Carolina Local Government, is the only 4 -story wing in the Knapp Building. The first, or basement, level holds the new publications warehouse, staff offices and a conference room. The main floor (levels two and three) features a three -story, skylit Galleria and three large classrooms. The.fourth floor contains faculty and staff offices, a classroom, and two alcove libraries. . y -- (Q=- .'_�6_ �J• � �• - -:.till � - ��'`'�.��� �^:� '�,r•`�.7` I .d,`�.; ••° _ � -- 1 MaT i6iij La PROS' -n S SEC Oft Cross section view of Galleria in the southwest wing. Galleria and Classrooms (Levels 2 and 3) The soaring three -story Galleria hall will provide a grand meeting space for visitors to the Institute of Government: Connecting the existing Southeast wing with the Insti tute's largest new classrooms, the carpeted Galleria will feature rustic tile borders, large tree planters, two red oak beverage stations, and conversation seating areas. Three 10'x20' Evergreen glass skylights will bring natural light to the spacious area. Eight of the Institute's historical murals now hanging in the auditorium will be on permanent exhibit in the Galleria with a ninth mural displayed at the entrance between the 170 -seat and 112 -seat classrooms. A third classroom is located at the south end of the hall. At the north end, an open staircase will lead to the upper seating sections of the largest . two -story classroom. A message center is located between the large classrooms. Rest rooms and elevator are located nearby in the adjacent wing. 1 � 1 . S t !L i 6l Floorplan of Galleria and classrooms. — —I i6iij La PROS' -n S SEC Oft Cross section view of Galleria in the southwest wing. Galleria and Classrooms (Levels 2 and 3) The soaring three -story Galleria hall will provide a grand meeting space for visitors to the Institute of Government: Connecting the existing Southeast wing with the Insti tute's largest new classrooms, the carpeted Galleria will feature rustic tile borders, large tree planters, two red oak beverage stations, and conversation seating areas. Three 10'x20' Evergreen glass skylights will bring natural light to the spacious area. Eight of the Institute's historical murals now hanging in the auditorium will be on permanent exhibit in the Galleria with a ninth mural displayed at the entrance between the 170 -seat and 112 -seat classrooms. A third classroom is located at the south end of the hall. At the north end, an open staircase will lead to the upper seating sections of the largest . two -story classroom. A message center is located between the large classrooms. Rest rooms and elevator are located nearby in the adjacent wing. 1 � 1 . S t !L i 6l Floorplan of Galleria and classrooms. On 1 1 Capital Investments Plan (CIP) Suggested Project Changes to County Projects If Property Tax Is Not Allocated tovmagc� .� County Projects & dp \9900 \1w1cnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects k: dp \9900 \1w1cnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. /_ — `I Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects k: kip \9900 \kz1cnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. 4-3 Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects k kip \990OVastcnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. 1p-17( Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects 1?Adp \9900Vess1cnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. 1,-6- , - 5 Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects &\ap \9900Vw1cnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. /- -" /1 R $173,000 $50,000 $25,000 $25,000 $75,000 $200,000 $250,000 $798,000 County 1 $173,000 $0 $25,000 $25,000 $75,000 $50,000 $250,000 $598,000 Communications T ' $173,000 $0 $20,000 $100,000 $50,000 $75,000 $380,000 R $80,000 $0 $0 $0 $0 $0 $0 $80,000 Emergency Generators 1 F $80,000 � . _ $0 $0 �� $0 $0 $0 $0 y 0, $80,000 $80;0.00,5 t � � � , . $0., 1/2 $80,000 r $0 $0 $0 $0 $0 $80,000 R $0 $10,500 $40,000 $410,425 $0 $0 $0 $460,915 1 $0 $0 $0 $0 $0 $0 $0 $0- EMS /911 Center 2 N: WM 0 1/2 $0 $0 $0 $0 $0 $0 $0 $0 /- -" /1 Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects kr \rip \9900 \1W1Cnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. /1-7 Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects kr \dp \9900 \1w1cnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects k: kip \9900 \lesslcnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. la ^ / Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects k. \cip \9900 \tessl cnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects k \cip \9900\leSS1 cnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. A 1$13,577, Total County I 1 1,455 C 14 577_2.584,425 I $4,817,0 ;605 705 1 $2,257 $2,729,5001 $2,622,1 /I "/J 1„325 11 $57,357,995 $21,836,325 I) $61 Suggested Project Changes to County Projects If Property Tax Is Not Allocated to County Projects k kip \9900 \kS$1 cnt The spreadsheet below summarizes different scenarios of not having some portion of the one cent of property tax for County capital projects. The chart below provides a color coded key indicating the funding levels for each project. R = 1999 -09 Recommended CIP 1 = Project changes if one cent not allocated to county projects ('minMr ranital Projects Funding Sources (as included in the County Manager's Recommended 1999 -09 CIP Total Proceeds from Funding 2004 -05 Cent Sales Tax Through $2,067,356 $1,926,965 hrough T 1998 -99 1999 -00 2000 -01 2001 -02 2002 -03 2003 -04 2008 -09 Total ('minMr ranital Projects Funding Sources (as included in the County Manager's Recommended 1999 -09 CIP 10 Year Difference 10 Year CIP Funding without One Cent Designated for County Projects 12,251,455 4,473,646, 2,376,700 2,257,150 2,630,000 19,791,325 43,780,276 (7,634,629) (2,519,428) 10 Year CIP Funding with 1/2 of One Cent Designated for County Projects 12,585,690 4,817,908 2,731,290 2,622,378 ;3,005,000 21,835,325 47,597,591 1 (3,817,315) Proceeds from the One Half Cent Sales Tax $2,597,547 $2,067,356 $1,926,965 $1,863,562 $2,296,769 $18,528,365 $29,280,564 1997 Bond Proceeds $6,100,000 $2,070,540 $0 $0 $0 $0 $8,170,540 2/3 Net Debt Reduction Bonds $2,774,600 $0 $0 $0 $0 $0 $2,774,600 Iutergovernment al $173,480 $160,750 $97,592 $97,592 $97,592 $487,960 $1,114,966 Transfers from General Fund (earmarked for articular $385,000 $175,000 $175,000 $175,000 $175,000 $775,000 $1,860,000 Appropriated Fund Balance $220,828 $0 $177,143 $120,996 $60,639 $0 $579,606 Bquiya ent o , n 709;180 RUN WIN" WOW 7 634 629 w 668470 688;524 - Z34;455, X750,000. Total Recommended 10 Year CIP undig $12,919,925 $5,162,170 $3,085,880 $2,987,605 $3,380,000 1$23,879,325 1 $51,414,905 10 Year Difference 10 Year CIP Funding without One Cent Designated for County Projects 12,251,455 4,473,646, 2,376,700 2,257,150 2,630,000 19,791,325 43,780,276 (7,634,629) (2,519,428) 10 Year CIP Funding with 1/2 of One Cent Designated for County Projects 12,585,690 4,817,908 2,731,290 2,622,378 ;3,005,000 21,835,325 47,597,591 1 (3,817,315) Impact of Not Having One Cent Summary The Chart below summarizes the impact of not having the one cent of property tax for County capital projects. As staff prepared the other scenarios requested by the Board, (having 2/3 of one cent and having 1/2 of one cent), funding for projects decreased in the one cent scenario is restored. Project . Comments Public Buildin s and Equipment cultural Learning Center Project not funded in 10 year plan County Facilities Maintenance Last six years of plan, project decreases by $1,763,000 Energy Retrofitting No allocation in fy 99/00 (decrease of $25,000); remaining years' funding also reduced Equipment and Record Storage Project total decreased by $150,000 (in years beyond fy 2000 -01) Equipment and Vehicles Reduces number of replacement vehicles purchased in first two years of plan Handicapped Accessiblity No allocation in fy 99/00 (decrease of $15,000); remaining years' funding also reduced Homestead Center Allocations in fy 2000 -01 postponed to 2001 -02 Information Technology FY 99/00 allocation reduced by $200,000; fy 00/01 reduced by $39,000; future years remain in tact as recommended. Northern Human Services Project proceeds as recommended; funded from 2/3 net debt reduction bonds Orange County Center for Family Life Project not funded in 10 year plan Orange Enterprises Addition not funded in 10 year plan No allocation in fy 99/00 (decrease of $110,000); Roofing Projects remaining future years funding reduced Whitted Human Services Project proceeds as recommended; funded fxom 2/3 net debt reduction bonds Public Sa et County Communications No allocation in fy 99/00 (decrease of $50,000); future years funding reduced EMS /911 Center Project not funded in 10 year plan in first two of plan E ui ment and Vehicles Reduces replacement equipment years Public Works Funding of $50,000 per year (fy 99/00 through fy Solid Waste Centers 2008/09) deleted Equipment and Vehicles Reduces replacement equipment in second year of plan Recreation and Parks FY 2000 /01 allocation for feasiblity and design deleted Park at NHSC Parkland and Recreation Facilities Fug m F99/00 50,000) and 00 01 (25,000) deleted 6 -13 EhcAosure_ Le -A+rar. rner+ 2 Fairview Community Policing Center At the January 21, 1999 Board of Commissioner Work Session with the Town Commissioners of Hillsborough, the Town indicated their plans to construct a 2,300 sq. ft. Fairview Community Policing Center. The Center would have office space for the Hillsborough Community Policing Division including meeting/classroom and additional space could be provided for County services. The BOCC and Town Board directed the County and-Town Managers to explore the possibilities of County departments occupying the Center to offer services to the Fairview Community. The Town proposes the County occupy 500 sq. ft. of the facility, which includes a. kitchenette/storage restroom. The Town will finance the project with a seven-year installment purchase of $220,000 at an interest rate of 4.8% with an annual installment of $37,800. The County share of the square footage or 21.7% of the facility equates to an annual payment of $8,203 (see attached letter dated April 8, 1999). Although the Town did not specify utilities and maintenance costs for the County share, it is estimated those costs will be approximately $1,500 annually or $3 per square foot. The County will offer the following services in the' Center: Health • Prenatal classes • Immunization Clinics for Children • Possible meeting site in Northern Orange for Healthy Carolinians Task Force • Community screening clinics for blood pressure, diabetes, and cholesterol • Office space/drop-in site for Community Outreach Worker or Home Visiting Staff • Maintain a brochure rack for health education materials for the community • Class site for health education sessions on topics such as breast self-exam, healthy nutrition choices, safe sex, fitness classes, and injury prevention Social Services • Accept applications for the Children's Health Insurance program and the -yearly Low Income Energy Program • Conduct parenting education classes • Meet with residents to provide information on a variety of DSS- related topics • Schedule appointments for certain residents • Conduct Work First Orientation Classes Aging, • Establish a Senior Club with the assistance of Recreation and Parks to identify leisure interests and other needs in the community • Conduct periodic community information meetings (tax, insurance, wellness, in-home care, transportation, etc.) • Provide specific individual services tax preparation, vaccination for seniors with assistance of Health Department, etc. Recreation and Parks • Recreation programs would be scheduled in the evenings during the fall and winter programming months, specific programming would include after school programs, evening craft classes, aerobics, and senior programs, etc. 6-14 G:VICA05ure to .A4kxch meet- 2 Town of April 8, 1999 Mr. John Link Orange County Manager P.O. Box 8181 Hillsborough, NC 27278 RE: Fairview Community. Policing Center Dear John: I wanted to write this letter to start a discussion regarding funding methodology for the proposed Fairview Community Policing Center to be shared by the Town of Hillsborough and Orange County. Since we are both in the middle of our budget processes I thought it was important to start discussions on this issue as soon as possible. I am open to any ideas.or alternate suggestions you may have on the funding methodology or any issue related to the Fairview Center. Included below are a few key figures that may help in establishing a fair basis for cost sharing on this project: *Estimated Budu-et for Center Construction $184,000 Design . 11,000 Contingency 18,000 Landscape 3,000 Parking 4.000 TOTAL $220,000 *Construction estimates are based on a 2,300 square foot building at $80 per square foot. The budget projections do not include the cost of furnishing the building, it's proposed these costs be borne by the organization using its designated space. More specific estimates will be available upon the architect's completion of the design process. Major Building Features: • 2,300 square feet, estimated • 450, square foot multi - purpose room for Orange County, this includes storage space, and a sink/kitchenette storage area. • In addition to interior rest rooms (per the County's suggestion), two exterior accessible rest rooms will be included so they can be opened, when necessary, to accommodate events on the surrounding park property. • An approximate 20 x 28 foot class /meeting room • Office space for the Hillsborough Community Policing Division • Small shower /locker room facility for HOD or as needed by the County • The building would be designed so it could be expanded, if necessary, in the future 101 East Oranoe Street . P.O. Box 429 • Hillsborough., North. Carolina 27278 to' 15 ,, Financing The Town proposes to finance the $220,000 project through a seven -year installment- purchase agreement. Based on a 4.8% interest rate, the seven annual payments would be approximately $37,800 per year. In an attempt to develop a fair cost sharing formula I propose the ,following methodology as a starting point in our discussions. Once again, the Town is happy to consider any other ideas or suggestions you may have on this subject. Of the 2,300 square foot facility, it is estimated the County will require 450 square feet of space. In addition, I'm arbitrarily going to assume that of the approximate 200 square feet or rest room facility (four rest rooms), the County will be responsible for about 25% of usage or 50 square feet of space. Adding the 450 and 50 square foot totals equates to 500 square feet of space. I propose not to include lobby area or use of the shower facilities in this methodology. Since the County will likely be allowing this facility to be constructed on County property at little or no expense, I thought this might be an unscientific, yet easy way to deal with developing a formula. 500 square feet is 21.7% of the 2,300 sq. ft. facility. Extending this 21.7% formula to the seven annual installment payments of $37,800 results in projected payments of $8,202.60 for the County for seven years, at which time the debt will be retired. The Town would arrange and administer the financing for the project.' The Town would simply invoice the County once a year for seven years per a pre - arrangement agreement. The Town could separately invoice the County at the end of the fiscal year for 21.7% of the utility and maintenance costs for the facility or mutually develop a flat annual maintenance /utility charge. Note: The 21.7% figure will likely change somewhat depending on the final design/layout of the Center. Closing The Town would make sure to involve the County in the design process for the building. The best way to help ensure the County is satisfied with its space at the Center is to have the architect and County staff meet early in the design process. This way the County staff can clearly explain their needs "one on one" with the architect, so those interests can be addressed at the beginning of the design process. The Town of Hillsborough greatly appreciates the County's willingness to consider cooperation on the development of this project. Please feel free to give me a call so we can discuss your ideas and thoughts on the concepts proposed in this letter., Thanks! Sincerely, Eric Peterson Town Manager cc: Mayor Johnson & Board of Commissioners to — I (P County Roof Building Conditions The following information was provided to the Board as part of the May 11CIP work session agenda materials. No action was taken that evening due to time constraints. The Board on March 4, 1998 approved a contract with CTL Engineering to perform a condition survey of the roof of each County owned facility, and development of a Roof Assessment Management program, at a total cost of $16,900.00. The scope of work included: • Conducting a roof condition survey for each County owned facility; • Establishment of a prioritized maintenance and replacement schedule; • Development of an annual roof replacement /repair budget from 1999 through 2004; and • Development and implementation of a Roof Asset Management Program (RAMP) computer database for managing, tracking, and projecting ongoing needs and associated costs. The contractor provided initial delivery of the project results in fall 1998. Necessary refinements to those documents, as requested by County staff, were delayed for several months during the prolonged illness of the Public Works Director. All work has now been completed, all reports and the RAMP software have been delivered by CTL to Orange County Public Works. A "full site book for the Whitted Human Services Center is provided to the Board as an example of the detailed assessment that CTL has provided to County staff for each County -owned building. The RAMP report outlines the needed roof repairs and replacement by year with associated cost. The Public Works Department Staff has begun addressing these needs as outlined below: • Approximately 4,000 sq. ft. of the Animal Shelter roof was recently replaced, • The old house at the Southern Human Services Center was recently re- roofed; • The roof at Northside Building Two is scheduled to be repaired during May 1999. Public Works staff will continue to schedule and complete roof repairs as identified in the CTL Engineering Roofing Report. County staff solicited and received a proposal from CTL Engineering for roof engineering services. A summary of the proposed scope of work is provided as an attachment. The scope of work to be completed by CTL Engineering includes remedial roof design work for: • Animal Control (approximately 1,200 sq. ft); • Government Services Annex (approximately 432 sq. ft.); • Jail (approximately 18,200 sq. ft.); • Northside Building One (approximately 1,300 sq. ft.); • Richard E. Whitted Human Services Center (approximately 20,300 sq. ft.); • 501 West Franklin Street (approximately 900 sq. ft.); • 503 West Franklin Street (approximately 1100 sq. ft.). The capital investment plan has $473,000 in approved 1998 -1999 funding and a request for $110,000 in 1999 —2000, for roofing consulting services roof replacement and roof repair. Staff requests that the Board approve the proposal from CTL to undertake the remedial roof design work for the projects listed at a cost of $37,000. The Manager recommends that the Board: approve the recommended roof repairs /replacement schedule; approve the CTL Engineering proposal submitted April 30, 1998; and authorize the Purchasing Director to execute incidental paper work necessary to complete this process. Lo"!i I Engineering, Inc. DG E_ Club Blvd., Durham, North Carolina 27704-3404 one: 919/220-7892- Fax* 919/220-0729 nail: cgncd@ctleng.com )nsulting Engineers • Testing - inspection Services -. Analytical Laboratories April 30, 1998 Wilbert McAdoo Director of Public Works, Orange County Highway 86 North Hillsborough; NC 27278 RE: Remedial Roofing Design Richard Whitted Human Services Center (20,300 sq ft approximately) Building 501 (900 sq ft approximately area) Building 503-(1100 sq ft approxii . mately — 2 areas) Government Services Annex . (500 sq ft approximately) Animal Control (1,200 sq ft approximately) Jail (12,300 sq ft approximately — 4 areas) Northside Building 1 (1,300 sq ft approximately) Hillsborough, NC. CTL Proposal No. 99-070040 A++CLCKrx'e',+`3 GL EstbffisW 1927 Dear Mr. McAdoo: At your request we e have prepared this proposal . for providing selected services for the referenced - facilities. Generally, the services to be provided include preparation of -design documents for remedial roofing work. Also included is contract administration during subsequent construction of the project. Roof Engineering Services Our services will consist of the following:, A. Design 1. Meet with you and your staff to define the area(s) of remedial work and discuss the parameters of the project. 2. Preparing a preliminary design to include: An outline of the scope of work and its extent � I 6-►5 '; Wilbert McAdoo Remedial Roof D&sign 5 Facilities April 30, 1999 Page 2 An outline of the proposed roof system including vapor retarder, insulation, membrane, and projection and perimeter flashings Identification of items which may require special coordination during construction e.g. site access, staging areas, interior access, and use of special equipment such as an overhead crane Preparing a preliminary construction cost estimate Preparing an estimated project schedule Meeting with you to review the preliminary design i 0131 J 0 I 3. Preparing a final design to include: • Preparing . plans, details, technical specifications, general .conditions, and bidding documents. • Field checking the design � Updating the construction cost estimate and schedule • Meeting with you to review the final design. • Providing one set of originals and six sets of documents for your use Contract Administration 1. Prequalifying contractors prior to .advertising for bids 2. Scheduling and conducting a Prebid Conference 3. Preparing and distributing minutes of the Prebid Conference 4. Preparing any required addenda to the plans and specifications 5. Addressing contractor and owner questions during the bid period 6. Reviewing the bids and making appropriate recommendations 7. Preparing contracts . between the owner and the contractor for performance of the required work 8. Reviewing contractor submittals 9. Conducting a Preconstruction Conference 10. Preparing and distributing minutes of the Preconstruction Conference. 11. Performing periodic site visits to assure compliance with the specifications and quality of the work. A minimum of one visit per week during the work will- be performed. Wilbert McAdoo Remedial Roof Design 5 Facilities April 30,1999 Paige 3 During our site visits we will meet with your personnel, attend scheduled meeting, check materials, observe construction in progress, examine completed work, and discuss future work. 12. Conducting a Prefinal (Punchlist) inspection 13. Conducting a Final inspection 14. Assembling and organizing project close-out documents d of Orange County Public Works Assistance Requested g - y We request your assistance in performing the various tasks described herein as follows: A, Providing safe access to all roof areas of the facilities encompassed. by the scope of this work. Please notify us of any . hazards that may be encountered in performing the work. B. Providing access to the interior of the facilities to allow examination of interior conditions as they relate to the project. C. Designating your authorized representative with whom we may communicate with regarding to matters relating to the project. D. Granting permission to take record and reference photographs. E. Providing copies of drawings, specifications, reports, and records relative to the project. F. Providing current copies of your General Conditions and any specific forms to be included in the contract documents. G. Granting permission to make and repair test cuts of the roof assembly. Please note that test cuts will involve cutting through the roof ' membrane, insulatioh and vapor retarder down to the roof deck for the purpose of extracting samples and making observations, We will make repairs using accepted roofing procedures and materials, however, due to anticipated deterioration and the unknown physical condition of the existing materials, we cannot assume responsibility* for the watertight integrity of the roof system nor any resulting damages. 15WRY I V? 6-ZO Wilbert McAdoo . Remedial Roof Design 5 Facilities April 30, 1999 Page 4 Should the existing roof systems be under warranty, please indicate such as a part *of our authorization to proceed and arrange for an authorized . roofing contractor to repair the. test cut(s). Cost Design Services — Item A We propose to charge for our services a total fee of . ........................$33,200 (Thirty Three Thousand Two Hundred Dollars.)., Contract Administration — Item B. Allbuildings ............................................................................... $ 3,800 Invoices will be issued monthly based on work completed. Timinc i We propose to begin the work immediately upon receiving your authorization to proceed and will complete the work in accordance with a mutually agreed upon schedule. Authorization Upon your review and approval please indicate your acceptance of this proposal. and. our authorization to proceed by notifying our office. Should a purchase order be issued please reference this proposal in the purchase order. Closinq Thank you for selecting CTL E ' rigineering. We look forward to working with Orange County Public Works on these projects. Should you have any questions please contact our office at your convenience. Sincerely, CT ngineering, Inc. Jeffrey L. Spa RRC Manager, Roof Engineering Services EnCAC15vilt- U May 5, 1999 TOWN OF CARRBORO NORTH CAROLINA Ms. Alice Gordon, Chair Orange County Board of Commissioners P. O. Box 8181 Hillsborough, N. C.27278 Dear Alice, As you are aware, the Town of Carrboro, has been working with officials -of the Chapel Hill - Carrboro'School Board toward a joint pff6rt of collaboration on the. proposed Smith Middle School park concept. - Alderman Allen SPalt and Nick Didow of the City School Board made a presentation on this project during your hearing on the County's Capital Improvement Plan on April 20, 1999. A presentation was provided to the Board of Aldermen at their meeting on April 27, 1999. This concept is a . result of the work of the Schools and Land Use Councils and could represent a successf ul coordinated school — community park project withinvolvement of UNC—CH, the Chapel Hill— Carrboro City Schools, the Town of Carrboro, and hopefully, the Orange County Board of Commissioners. Attached you will find an overall Site Plan, probable budget estimates for upgrading the athletic fields and a-pr project Pct schedule. The Town of Carrboro has tentatively identified $75,000 that could be committed to this project and ask that you consider involvement in funding support. The Carrboro Board of Aldermen supports the principle and would formally ask that you consider funding the project through your CIP process, with' revenue from the 1997 Recreation and Park Bond proceeds, or other available fund that - you might consider most appropriate. Recognizing that we have sent you a previous request for use of some of the revenues from the bond, we-also find ourselves * with A'tight time frame upon which to work with the -Smith Middle School Park proposal.. It is proposed that drawings be finalized so that bids Could be received by September 1, 1999. Therefore, we hope that you would consider possible funding at your earliest opportunity. We hope that this project can move forward since it appears to'offer a most effective and efficient use of recreation dollars forthe citizens of Orange County. I will be glad to meet. with you at your convenience to discuss this very important matter. Sincerely, Michael R. Nelson, Mayor 301 WEST MAIN STREET. CARRBORO. NC 27510 • 10191 942.8541 • FAX 1919)'968-7737 • TOD 1919) 968.7717 AN EQUAL OPPORTUNITY EMPLOYER I . U r • Z V M w V K w i cnw i K IL 0 2 o M Li o p wog. M k ��{0 N R M W 0V Y ZI uj W }•/q M r l ° 0 C1,1 t i E Q `E s r t 1 1 ) 1 J J J J J J S u A 1� mil o W J J d O W = U— V F= W m F— m W Z J J H- J .01 N W W V cJ V O o� Q w O w !L aW m�- V JH F— v3 m 0. ch EQ� m H =1i. V V in CD M ca D uj WQ W W WW WO Xuj XW XW XW �~ Ew uj 0 z ZLL ZtL ZV WLL. Wti WLL. WIL uj W.V Xa _� Q` C I . U r • Z V M w V K w i cnw i K IL 0 2 o M Li o p wog. M k ��{0 N R M W 0V Y ZI uj W }•/q M r l ° 0 C1,1 t i E Q `E s r t 1 1 ) 1 J J J J J J S u A 1� mil April 28, 1999 ATHLETIC MUDS AT CHAPEL HILL HIGH SCHOOL FOR CHAPM HILL.CARRBORD cny smoins Projecr #9904 PROBABLE BUDGET ESIDUTE FOR UPGRADING ATHLETIC FIELDS DESCRIPTION QUANTITY!- -UNIT UNIT PRICE I TOTAL Irrigation. 3 fields 25,000.00 $75,000 Lights 3 fields $.701000.010 210,000 Bleachers 3 sets $10,000-00 50,000 BmbaU Field Improvtrncirtm. Chain 6k fencing 1,000 IF $ 10.00 10,000 Clearing and grubbing 4.3 AC $ 6,500-00 28,000 Eardxwork 15,000 CY $3.50 to $6.00 52,500-90,000 Seeding 4.5 AC $ 1,500.00 7,000. Storm drainage 1 LS 10,0100.00 10,000 Silt fence 600 LF $ 3.50. 2,000 Construction fencing 750 IF 2.50 1,500 Landscape bu&r I LS $ 5,000-00 5,000, Asphalt paths 400 SY 12-50 510,00 FSMMATE TOTAL $436,000 - 4731,560 Y.Vuq-0wW . TOTAL P.02 U County Roof Buildiniz Conditions The following information was provided to the Board as part of the May 11CIP work session agenda materials. No action was taken that evening due to time constraints. The Board on March 4, 1998 approved. a contract with CTL Engineering to perform a condition survey of the roof of each County owned facility, and development of a Roof Assessment Management program, at a total cost of $16,900.00. The scope of work included: • Conducting a roof condition survey for each County owned facility; • Establishment of a prioritized maintenance and replacement schedule; • Development of an annual roof replacement /repair budget from 1999 through 2004; and • Development and implementation of a Roof Asset Management Program (RAMP) computer database for managing, tracking, and projecting ongoing needs and associated costs. The contractor provided initial delivery of the project results in fall 1998. Necessary refinements to those documents, as requested by County staff, were delayed for several months during the prolonged illness of the Public Works Director. All work has. now been completed, all reports and the RAMP. software have been delivered by CTL to Orange County Public Works. A "full site book for the Whiffed Human Services Center is provided to the Board as an example of the detailed assessment that CTL has provided to County staff for each County -owned building. The RAMP report outlines the needed roof repairs and replacement by year with associated cost. The Public Works Department Staff has begun addressing these needs as outlined below: • Approximately 000 sq. ft. of the Animal Shelter roof was recently replaced, • The old house at the Southern Human Services Center was recently re- roofed; • The roof at Northside Building Two is scheduled to be repaired during May 1999. Public Works staff will continue to schedule and complete roof repairs as identified in the CTL Engineering Roofing Report. County staff solicited and received a proposal from CTL Engineering for roof engineering services. A summary of the proposed scope of work is provided as an attachment. The scope of work to be completed by CTL Engineering includes remedial roof design work for: • Animal Control (approximately 1,200 sq. ft); • Government Services Annex (approximately 432 sq. ft.); • Jail (approximately 18,200 sq. ft.); • Northside Building One (approximately 1,300 sq. ft.); • Richard E. Whitted Human Services Center (approximately 20,300 sq. ft.); • 501 West Franklin Street (approximately 900 sq. ft.); • 503 West Franklin Street (approximately 1100 sq. ft.). The capital investment plan has $473,000 in approved 1998 -1999 funding and a request for $110,000 in 1999 —2000, for roofing consulting services roof replacement and roof repair. Staff requests that the Board approve the proposal from CTL to undertake the remedial roof design work for the projects listed at a cost of $37, 000. The Manager recommends that the Board. approve the recommended roof repairs /replacement schedule; approve the CTL Engineering proposal submitted April 30, 1998; and authorize the Purchasing Director to execute incidental paper work necessary to complete this process. Le--I-7 1,Engineering, Inc. DC E Club Blvd., Durham, North Carolina 27704 -3404 .one: 919/220 -7892 • Fax: 9191220 -0729 nail:ctncd@ctleng.com )nsulting Engineers • Testing • Inspection Services -. Analytical Laboratories April 30, 1998 Wilbert McAdoo Director of Public Works, Orange County Highway 86 North Hillsborough; NC 27278 RE: Remedial Roofing Design . Richard. Whitted Human Services Center (20,300 sq ft approximately) Building 501. (900 sq ft approximately -1 area) Building 503 -(1100 sq ft approximately — 2 areas) Government Services Annex (500 sq ft approximately) Animal Control (1,200 sq ft approximately) Jail (12,300 sq ft approximately - 4 areas) Northside Building 1 (1,300 sq ft approximately) Hillsborough, NC. CTS Proposal No. 99- 070040 Dear Mr. McAdoo: A++ ac h r -,�e,,.+ =3 rz.il'V7 Established 1927 At your request we have prepared this proposal for providing selected services for the referenced .facilities. Generally, the services to be provided include preparation of design documents for remedial roofing work. Also included is contract administration during subsequent construction of the project. Roof Engineering Services Our services will consist of the following: A. Design 1. Meet with you and your staff to define the area(s) of remedial work and discuss the parameters of the project. 2. Preparing a preliminary design to include: • An outline of the scope of work and its extent . � 1 Offices: Ohio. Indiana, North Carolina, Pennsylvania, Virginia, West Virginia 6-115 Wilbert McAdoo Remedial Roof Design 5 Facilities April 30, 1999 Pane 2 An outline of the proposed roof system including vapor retarder, in sulation, membrane, and projection and perimeter flashings Identification of items which may require special coordination during construction e.g. site access, staging . areas, interior access, and use of special equipment such as an overhead crane Preparing a preliminary construction cost estimate Preparing an estimated project schedule Meeting with you to review the preliminary design I I 3. Preparing a final design to include: • Preparing plans, details, technical specifications, general conditions,, and bidding documents. • Field checking the design. Updating the construction cost estimate and schedule Meeting with you to review the final design Providing g one set of originals and six sets of documents for your use B. Contract Administration 1. Prequalifying contractors prior to advertising for bids 2. Scheduling and conducting a Prebid, Conference 3. Preparing and distributing minutes of the Prbbid Conference 4. Preparing any required addenda to the plans and specifications 5. Addressing contractor and owner questions during the bid period 6. Reviewing the bids and making appropriate recommendations 7. Preparing contracts, between the owner and the contractor. for performance of the required work 8. Reviewing contractor -submittals 9. Conducting a Preconstruction Conference 10. Preparing and distributing minutes of the Preconstruction Conference. 11. Performing periodic site visits to assure compliance with the specifications and quality of the work. A minimum of one visit per week during the work will be performed. . I - t0 -I"' . I.. Wilbert McAdoo Remedial Roof Design 5 Facilities April 30,1999 Paige 3 During our site visits we will meet with your personnel, attend scheduled meeting, check materials, observe construction in progress, . examine completed work, and discuss future work. 12. Conducting a Prefinal (Punchlist) inspection 13. Conducting a Final inspection 14. Assembling and organizing project close-out documents Requested Assestance of Oranqe County �Public Orks We request your assistance in performing the various tasks described herein as follows: A, Providing safe access to all roof, areas of -the'facilities encompassed by the scope of this work. Please n I otify us of any . hazards that may be encountered in performing the work. B. Providing access to the interior of the facilities to'allow examination of interior conditions as they relate to the project. C. Designating your authorized representative with whom we may communicate with regarding to matters relating to the project. D. Granting permission to take record and reference photographs. E. Providing copies of drawings, specifications, reports, and records relative to the project. F. Providing. current copies of your General Conditions and any specific forms to be included in the contract documents. G. Granting permission to make and repair test cuts of the roof assembly. Please note that test cuts will involve cutting through the roof membrane; insulatioh and vapor retarder down to the roof deck for the purpose Of extracting samples and making observations. We will. make repairs using accepted roofing procedures and materials, however, due to anticipated deterioration and the unknown physical condition of the existing materials, we cannot assume responsibility' for the watertight integrity of the roof system nor any resulting damages. 20 U-,7 Wilbert McAdoo Remedial Roof Design 5 Facilities April 30, 1999 Page 4 Should the existing roof sy stems be under warranty, please indicate such as a part 'of our authorization to proceed and arrange for an authorized roofing contractor to repair the. test cut(s). Cost Design Services — Item A We propose to charge for our services. a total fee of .......................... $33,200 (Thirty Three Thousand Two Hundred Dollars). Contract Administration — Item B. Allbuildings ... ............... .. ......... I ................................................. $ 3,800 Invoices will be issued monthly based on work completed. Timisq We propose to begin the work immediately upon receiving your authorization to proceed and will complete the work in accordance with a mutually agreed upon schedule. Authorization Upon your review and approval please indicate your acceptance of this proposal. and our authorization to proceed by notifying our office. Should a purchase order be issued please reference this proposal in the purchase order. Closing Thank you for selecting CTL Engineering. We look forward to working with Orange County Public Works on these projects. Should you have any questions please contact our office at your convenience. Sincerely, CTJ- FEngineering, Inc. Manager, F—MI05ure- Lp A+fachrrent Recommendations of the School/Parks Reserve Committee May 6,1999" . On May 4, the Board of Commissioners appointed members Margaret Brown and Barry Jacobs as a committee to discuss the proposed school /park combination projects raised at the May 4. meeting* and the potential use of the School/Parks Reserve Fund. The Committee met with Finance Director Ken Chavious and Environment and Resource Conservation Director David Stancil on May 6. At this meeting, the committee agreed to develop both short-term recommendations on the disposition toward the school/park proposals on the table, and long-term recommendations for. the future of the reserve fund. These recommendations are: Short-Term/Current Projects e The two projects mentioned on May 4 should both be pursued to meet needs of the community*. • These needs can best be met without tapping into the School/Parks Reserve Fund. • The following criteria should be used in evaluating funding for these or other short-term school/park requests: • As an incentive to assist the Towns in meeting parks needs, County funding of Town park projects (including school/Town park combinations) would be offered on a 1:1 matching basis. ® The land in question for a proposed. school/park co-location must be owned by a governmental entity before County funds are committed. County funding contributions should ' not be made for parks design or planning, unless County funds are used to complete the project. • The acquisition of the adjacent 12-acres to the Northern Ora'nqe Elementary School should be funded from payment-in-lieu receipts to date, as possible, in northern- Orange County. This may necessitate the re-drawing of the existing payment-in-lieu districts. • Funding for the expanded Smith Middle School/Carrboro Park arrangement should be addressed through use of the remaining moneys from the parks bond for facility development. The County should offer to match the cost of this proposal with a like amount from the Town of Carrboro. The estimated project cost is $450,000,, which would translate into $225,000 each from Carrboro and orange County. i Lona-T I er i it Reserve Fund Recommendations As of June 30, 1999, the 'School/Parks Reserve Fund balance -is expected to be $2.39 million, with $2.24 million in revenue to the fund and $0.15 million in accrued. interest (please see attached). The fund receives one-cent each year in revenue, which translates into an estimated $682,000 in FY 99-00. it is recommended that the School/Parks Reserve not be used for the current needs,, and instead be designated for longer-term land acquisition needs, with the following parameters: • As proposed in the Master and Recreation and Parks draft report,, anew inter- local Parklands and Resources Council should be involved in future plans for land-bafiking opportunities for parks and school/park co-location. • The interest accumulated in the Reserve Fund should be available for p I ossible use to address facility development needs not addressed through bonds or other means. There is currently an estimated $147,000 in interest accrued to this fund. However,, County funding assistance for facility development should be contingent the Board of Commissioners having a say in the development of the site and that value engineering is pursued for the project. • The existing $2.'24 million in the fund (minus the interest above) should be retained for future land acquisition. Bond funds and other sources should be used for facility development. • In the interest of maintaining maximum flexibility for the Board of Commissioners,, the school/recreation nexus need not always be readily apparent at the time of acquisition. • It is recommended that futurie one-cent allocations to this fund be split and re-allocated as follows: • 50% to County capital facility needs (this will amount to approximately $341,000 in FY 99-00) • 50% retained for land acquisition in the reserve fund (also $341,000. in FY 99-00) • The Board of Commissioners should establish a "Strategic issue Team" to meet with the Manager,, Finance Director,, ERC Director and others as needed, to address future opportunities and problems of school/park proposals when' they arise. G - Z-7 ~- SCHOOL/PARKS RESERVE FUND Fiscal Year 1oent Revenue Interest Earnings Total Revenue 1995-86 478'048 476'048 1988-97 494/442 23.311 517.753 1997-98 818'843 49'095 867.938 1998'99° 649.884 75'158 725.040 Total 2,239.217 147.562 2'388,778 98-99 Investment earnings are estimated.. _ ` The School/Parks Capital Reserve Fund was established by the Board of County Commissioners in the 1Sg5-SO fiscal Year. This reserve fund receives annual allocations equivalent toone � cent onthe'ganena. d property tax rate. |n addition, cash balances in this fund earn interest income. The fund was established bx the Board for the purpose of accumulating funds bobe used for site acquisition for schools and/or recreation and parks or the combination of both. The Board's initial policy set forth the accumulation cf funds in the reserve for e period of three years with plans tonao valuate the allocation during the 19B8-BS budget deliberations. - [hienaoxa|uabon000urrodao stated and the Board decided to continue the one cent allocation in the 19B8-98 fiscal year. There have been noappropriations � made from this fund to projects. � �/ Friday 4 June 1999 To: Orange County Commissioners Alison Weiner I JUN I From. 4 1999 Member, Initial Board of Directors I J, Community Land Trust In Orange County Re: funding for part-time staff person for FY 1999 -2000 Thank you for receiving my remarks at the public hearing last night. Following is a summary of my remarks for your reference, and some additional details regarding our request for your information. The Community Land Trust of Orange County was officially incorporated on May 11th. We have By -laws in place as well as our Initial Board of Directors. We will contract Orange Community Housing Corporation to manage all administrative tasks for the Land Trust (as suggested by both the County Manager and the Chapel Hill Town Manager). During the coming year, we will be focusing our efforts on Scarlette Drive, a fourteen- townhouse development in Chapel Hill being developed by OCHC. The Town of Chapel Hill is donating the land. We hope to commence construction this fall. Financing the project is dependent on pre - selling the units, and so we need to begin marketing the homes this summer. Since our presentation to you last fall, we have received an eighteen -month Technical Plan of Assistance from HUD. This Plan includes a total of twenty -three (23) days of Technical Assistance (at no cost to us). It also included $4000 to send four folks to the National Community Land Trust Conference this past April (Tara Fikes, Loryn Barnes, Robert Dowling and I attended). The Plan also strongly recommends that we hire a part-time staff person to assist in administering the land trust tasks. HUD will provide a $10,000 matching grant (over the eighteen -month period), provided we receive approximately 2:1 support from our community. This staff person will focus on tasks unique to the land trust model, which involve educating potential homebuyers and the public about the land trust; and providing on -going support for homeowners once they become land trust residents. OCHC, on behalf of the Land Trust, has submitted funding requests for $8000 from Orange County, $8000 from Chapel Hill, $1000 from Carrboro and $1000 from Hillsborough. Our request has been included in the budgets for Chapel Hill and Carrboro. The County Manager has not included our request in the County budget. Though our first project is in Chapel Hill, the Community Land Trust in Orange County has been established to serve the County and can play a critical role in the creation of long -term affordable housing for our towns and our rural communities. Though there have been good efforts made to create affordable housing, unfortunately, with regard to homeownership, housing does not remain affordable. With a land trust, once a subsidy is placed in a property, it stays with the property. We certainly applaud the County and its citizens for its commitment to quality education. At the same time, if we want to maintain, if not enhance, the diversity of our community, if we want to continue to be able to house our teachers and government employees and child care workers and all folks at all income levels, we need to step up our support of housing initiatives. Orange County now has its first (and presently its only) effective tool for keeping housing affordable, and that is the Community Land Trust of Orange County. In establishing this organization, we have made every effort to, and will continue our commitment to, utilize and partner with existing resources. By contracting OCHC to handle the administrative tasks, we eliminated the need for establishing a new office and hiring an Executive Director up front. We are also very fortunate to be able to draw on the experiences from the existing 120 CLT's across the country through our Technical Plan of Assistance as well as by becoming a part of the CLT network. As we are already beginning our work, we see how critical it will be for us to employ a part-time staff person. Our modest request for $8000, which will leverage a $10,000 HUD grant, will be greatly appreciated and allow us to effectively begin our service to the County. Jun 04 99 08:58a Buck Tredwa� ORANGE COUNTY HMLSBOROUGH NORTH CAROLINA =1 I �`/� Memorandum To: Board of Commissioners From: 3ohn Mink, County Manager Date: June 4, 1999 (919) 644-0246 P.1 &M%6&&d1762 Re: Renovations to Address Acute Needs in the Planning and Agricultural Center , of the departments Over the last several months, directors of P lanning, ERCD, Cooperative Extension, Purchasing and -?-."9blic Works have worKed to develop a Center. These h Planning and Agri� plan to address acute space needs in t t the report creating the new�,.E nV:" i. t. -Ker ',en and space needs were.t,.tj9tpd in,'�,; iate factors: t ed-A16,fiV Resource Conservr5t-1, p.-.Qe0Artmen merit; space fofto' P.p two new posit!-. PP last' a new Erosiod-.4,040 ��p s 1!.0 e the need en � available storaw-500W. for fles and & , ability to ... ... ... d renovations Funds to address these needs through the planned ren ren s are in the current Planning and ERCD budgets. More recently, David Stancil, Craig Benedict and Fletcher Barber have worked with Pam Jones and Wilbert McAdoo to draw up plans for the renovations that would meet only these immediate needs to the building, in a manner that would not compromise future building plans the County might develop. The plans and map are such that I am asking Craig Benedict and David Stancil to meet with you individually or in groups of two to explain the plans, the immediate nature, and the rationale behind the redesign. With the impending hiring of the Land Resource Conservation Manager and the new Erosion Control position, addressing these needs quickly will be of importance. Craig and David will be in touch to discuss review of the plans. AREA CODE (919) 732-8181 • 968-4501 • 688-7331 • 227.2031 *FAX (919) 644-3004 Fyt Pqnn DAM Amm Os 1999 The followiaag is Tsa►w we� basdgeted and spent conhnga:racyfiands. o the lasff" yW's 1994 -95 ' $150,000.00 $102,156:00 $65, 688.00 spank towards out of staff Speolal id student $36, 00 spent towards Special Ed mdent s*dces 1995--961: $150 000-vo $ 30,49�SO $ 3.777.32 t Re&nWcft $21,484.18 speni to w snow rem $ 5,237.00 spasm tows Band stipeards 199&971 $250,00000 $149,311.00 $ 15; 000 s ptard IIJ 311.00 spe* to wa rds AV - In bud 0%) vs cactuat(c - S 5y*) for sdmi ir:creases :t99?; 9d $250,000.00 $140,095.00 $. 46,095:00 Vag tOWm' s MU s Exc. ChikI 'errs position $100,000 00 spas Iowa r* difi: In (6%) w. acaual(mg 7.591) fro' sa6i increases ORANGE COUNTY HILLSBOROUGH NORTH CAROLINA June 9, 1999 Mr. John C. Carroll, President New Hope Fire Department PO Box 16484 Chapel Hill, NC 27516 &rt� d 176,9 Dear Cliff: On May 20, 1999, the County Budget Office received the 1999-2000 requested budget from New Hope Fire Department. Requested County funding was $200,400, up from the 1998-99 appropriation of $174,769. Your request indicated that this would require an increase in the tax rate to 6.0 cents per $100 valuation, from the current rate of 5.15 cents. *e to the late receipt of your budget request, ended budget was due County staff were unable to adequately analyze it b re the Manager's reco )y g 14 �.efbre includes an to the Orange County Board of Commissioners. Tb` ended budg0,1,,, tax rate of 5.15 appropriation of $178,914 fq,' pw e Fire dep d maillt a- - I 1 ' czt rent cents. for residents of that (ff In reviewing the various increase be strictly with Nick Waters and with them, it appears to budget, and by modifyi, -If that any tax iartment's budget [ my conversations � 4999-2000 1s. there will be ce to your more than adequate ent's budget, and constituents. I would certainly your correcting any erroneous To that end, I have a Commissioners, County Manager, series of questions whose answers and staff gain a better understanding of your stated budget needs. 1. With modest projected growth in anticipated fire calls (less than one per week) and a stable roster of volunteers, why is it necessary to increase your personnel budget from $41,500 to $64,000? 2. What are the major factors necessitating a 16% increase in operating funds ($81,000 to $94,000)? 3. Why is $3,600 required for first responder equipment? My understanding is that Orange County Emergency Management replaces everything that is used under first responder protocols. 4. 1 understand that the department is getting ready to enter into a debt arrangement that would provide for $400,000 financed over 5-6 years, for an addition to Station 91 and the purchase of two new trucks. If so, why was this shorter repayment period chosen rather than a more conventional term of 10 -15 years for these types of assets? AREA CODE (919) 732-8181 • 968-4601 • 688-7331 e 227-2031 ® FAX (919) 644-3004 r:v+ 9-,4r)n 5. Your budget calls for an increase in debt service payments from $40,000 to $50,000. What are the specific debt obligations that comprise the total debt service budget (loans, interest rates, amounts outstanding, annual payments, purposes for which loans were obtained, etc)? If a longer term were pursued for the new $400,000 loan, what annual debt reduction could be achieved? Would this help alleviate the stated need for a tax increase? 6. A few years ago, the department purchased a new brush truck. I understand that the - department plans to buy a new replacement. 'Why is this purchase necessary given the relative newness of the existing truck? If the purchase is pursued, what happens to the existing brush truck? Could it be sold and the proceeds used to eliminate the need for a tax increase? 7. With two new trucks and an improved Station #1, why is it necessary to set aside $15,000 for capital reserve in 1999-2000? Can this amount not be reduced or eliminated for this year to offset the need for a tax increase? 8. We project that at the end of FY 1998-99, New Hope should have an available fund balance of a little more than $10,000. We have received no request from the department for the use of these funds. If all these other options are for some reason not feasible in eliminating the need for a tax increase, why does the department not request the use of ftind balance to reduce the impact . tax increase? t of any The County Commissioners will hold their final budget work session on Tuesday, June 15 at 7:30 pm at the Southern Human Services Center on Homestead Road. The tentative schedule calls for the Board to review fire district budgets as the first item of that evening's meeting. Requested and recommended tax rates for the other eleven fire districts are at or below their 1998-99 levels. I will be happy to transmit to the Board of Commissioners any additional information you provide regarding your budget by 1 0:00am on Monday, June 14. Please feel free to call me prior to the June 15 work session if you would like to discuss this matter. Thank you for your assistance in providing additional explanation of your budget request. Sincerely, --l-11-- Rod Visser Assistant County Manager NEW HOPE FIRE DEPARTMENT PO BOX 16484 CHAPEL HILL NC 27516 May 18,1999 Donna Dean Budget Director, Orange County PO Boa 818j., . Hillsborough NC 27278 Dear Donna, I am writing to present the budget request for the New Hope Fire Department for the fiscal year 1999 -2000. I feel that our budget of $246,000.00 is a conservative budget that will enable us to provide this vital service to. the citizens living in. and passing through the New Hope Fire District. We at New Hope are anticipating the completion of our addition/renoeation at our station one facility, and also the arrival of our new pumper /tanker and utility truck, which will replace.older out dated models. These two projects are in keeping with our long range plans. and should assist us as we strive to lower or ISO rating and provide the New Hope Fire District with quality fire service. We estimate we will need a tax rate of approximately 6.0 cents If I can be of any further assistance please don't hesitate to contact me at 919489 -3366. Sincerely, qt,A, �0 - 61-1-171 . Cliff Carroll, President New Hope Fire Department 7 MAY 2 0 1999 29. mt offic - . k I Orange County Fire District Budget Request 1. Fire District New Hope Vol. Fire Department L Mailing Address. P-.O.BOX 16484, Chapel Hill, N.C. 27516 4. contact Person, Title, and Telephone Number Cifff Carroll - President (919)489 -3366 Station 2: (919)929 -3473 Station 1: (919)493 -1001 Provide fire protection and emergency medical services, at the first responder level for the New Hope fire district 6 Current Year Major Accomplishments Started major addition to station one Finalized plans and ordered new pumper/tanker to replace older unit Finalized plans and ordered new utility truck to replace older unit Continued with Level 182 Firefighter training Completed very successful personnel recruitment drive 7. Next Fiscal Year Major A ccomplishmen ts Complete major addition to station one Take delivery of new pumpen'tanker and utility truck Continue with Level 18,2 Firefighter training - . Continue with study on ways to decrease ISO rating Page 9 of 10 99.05.99 Orange County Fire District Budget Request 8. Five Year Plan Continue with Level 1&2 Firefighter training Decrease our ISO rating 1 10. Estimated Number of Annual Volunteer Hours Provided by the Firefighters in this District 2398 'Fire and First Responder Calls . FY 97/98 FY 98/99 Fy 99100 Actual Estimated Projected Fire Calls 176 220 260 1st Responder Calls 112 150 165 , Page 2 of 10 19.05.99 Orange County Fire Distdct Budget Request io 99 Orange County Fire District Budget Request 115. Other Loans Total-Debt Service FY FY FY Capital Reserves 1997-98 1998-99 1999-00 Personnel Costs 191765 206500 246000 Salaries 37000 3.7.000 48500 Fringe Benefits 9000 10500 15500 Total Personnel Costs 46000 47500 64000 Operating Expendftures Communications & Maintenance 3000 2000 3000 Firefighter Training 3000 3000 6000 Firefighter Travel Utilities & Rent 15500 17000 17500 Professional Services -3000 2600 3500 Office Supplies .2600 .3500 4000 Dues & Subscriptions 5250 5500 6000 Bldgs & Grounds Maintenance 2000 2000 4000 Vehicle & Equip Maintenance 11500 13000 16000 Gas & Oil 4500 5000, .5000 Unffibn= & Clothing 6000 3500 4000 Insurance & Bonds 20500 19500 20000 Other -cleaning supplies 3500 5000 Other- Other Total Operating 76750 81000 94000 Capital Outlay , Station Furn & Equipment 1500 4000 3000 Vehicles Buildings & Property Fire Suppression Equipment 12000 14000 13000 First Responder Equipment 3000 3000 .3000 Communications Equipment 3000 3000 4000 Total Capital Outlay 19500 24000 20000 Debt Service (Notes payable) Building Mortgage Apparatus Mortgage 30005 - 40000 **50000 Other Loans Total-Debt Service 30005 30005 **50000 Capital Reserves 19500 14000 15000 Total District Expenditures 191765 206500 246000 Page 4 of 10 19.05.99 Orange County Fire District Budget Request Revenue Estimates. Current Fire District Tax Delinquent Fire District Tax District Tax from. Other Jurisdictions Inventory Tax Homestead Exempt1on Interest Earnings from Orange County Interest Earnings from District °s Investments Grants Fees for Service Fund Raising Donations Appropriated from Fund Ba lance (Orange County) Other Other Other Total District Revenue . FY FY FY 1997 -98 9998 -99 9999-00 " 970130 171160 200400 1755 1374 246000 Total District Expenditures 7202 16600 573 573 18106 13? 137 District Tax Rate 1054 1054 ***6.0 17. Budget Request Summary FY FY FY 9997 -98 9998 -99 1999-00 Total District Revenues 173649 206500 246000 Total District Expenditures 199755 206500 571000 Revenues Less Expenditures 18106 0 - 325000 District Tax Rate 5.15 5.95 ***6.0 ***estimate Page 5 of 10 19.05.99