HomeMy WebLinkAboutAgenda - 12-06-2010 - 4mORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: December 6, 2010
Action Agenda
Item No. 4' - t'Yl
SUBJECT: Outside Agency Application Funding: Feedback and Direction
DEPARTMENT: County Manager's Office
Financial Services
PUBLIC HEARING: (Y/N) No
ATTACHMENT(S):
REVISED Summary of BOCC
Response on the "Big" Issues to
Guide Outside Agency Funding
Decisions in FY2011-12
(Outside Agency Funding: Feedback
and Direction, Orange County Board of
Commissioners, December 2010)
INFORMATION CONTACT:
Gwen Harvey, Assistant County
Manager, 245-2307
Clarence Grier, Financial Services
Director, 245-2453
Allison Chambers, Budget Technician,
245-2121
PURPOSE: To approve the final summary document revision intended to inform and facilitate
decision-making on funding allocations for Outside Agencies in FY2011-12
BACKGROUND: At its Budget Work Session on October 26, 2010, the BOCC received and
discussed potential responses to the "big questions" pending from the spring and summer on
improving the decision making process for granting Outside Agency funding. The BOCC
provided feedback on its preferred responses as guidance to County management and also
asked for a review of the Outside Agency Application Scorecard to ensure agreement with
those principles.
At its meeting on November 16, the BOCC reviewed a summary document and requested
changes in several elements to be brought back for final approval. The attached document
provides those corrections and clarifications in bold, underlined, italics.
County management and Financial Services will be conducting an orientation and overview
session with interested Outside Agencies on Wednesday, December 15, at the Seymour
Center in Chapel Hill, from 4:00 PM - 5:00 PM. The final BOCC document will be a part of
the presentation to the Outside Agency representatives in attendance. Executive Directors
have been updated on the development of this document and invited to the session on
December 15. A public service announcement has also been issued to make the general public
aware of the beginning of the FY11-12 grant application cycle.
a
FINANCIAL IMPACT: The BOCC appropriated over $900,000 in financial assistance to
Outside Agencies in the current fiscal year. Future funding for Outside Agencies will be
determined by BOCC policy direction and formal action within the fiscal circumstances of
County government.
RECOMMENDATION(S): The Manager recommends the Board approve the summary
document to inform and facilitate decision making for Outside Agency funding allocations.
OUTSIDE AGENCY FUNDING: FEEDBACK AND DIRECTION
ORANGE COUNTY BOARD OF COMMISSIONERS
DECEMBER 2010
EDITOR'S NOTE: ALL CHANGES SHOWN /N BOLD, ITALICS,
UNDERL/NED.
The following elements -taken as a whole or singularly -constitute the
basis for why an Outside Agency is selected for Orange County Funding.
The County Manager incorporates all feedback and documentation from
participating departments and advisory boards, most notab/v Financial
Services, in preparin_q recommendations on Outside Agency funding
allocations as part of the operating budget presentation to the BOCC in the
s rin .
First and foremost, benefits Orange County residents.
• It is desirable that the location of service delivery be in Orange
County.
Fundin_g the Outside Agencv leverages County dollars because the Agencv
can provide services less expensively by the use of volunteers or other
means
Supports the social safety net; i.e., the Outside Agency exists to feed the hungry;
house the homeless; address human suffering (example: Housing for New
Hope)
Legacy/historical relationship; i.e., the County helped co-create or was among
original funding group (example: Dispute Settlement Center)
Performance review/ranking; i.e., the Outside Agency scores a baseline
numerical ranking or above on its Application Scorecard (example: Piedmont
Health Services)
Unique mission/service; i.e., the Outside Agency meets a specific need not
otherwise met for County residents (example: EI Hispano)
Financial need; i.e., the Outside Agency fulfills an important mission but requires
government assistance to help accomplish its service goals (example: OE
Enterprises
Principal partnership; i.e., the Outside Agency has demonstrated its effectiveness
in supplementing and/or supporting County departments in their delivery of
service to vulnerable populations (examples: Orange Congregations in Mission
and the Inter-Faith Council)
4
Geographic balance; i.e., the Outside Agency helps ensure opportunity and
access to key programs and services are available on both ends of the county
(example: Communities in SchoolslMiddle School After School)
Matching grant; i.e., the Outside Agency specifically needs County dollars to
match a unique, desired investment in services to county residents (no examples
in FY10-11)
Enables new initiative; i.e., the Outside Agencv addresses unmet needs it
perceives in the County (example: Bridge 11 Sports -not funded in FY10-
Grounds for Funding Commitments
The BOCC intent is a "zero-base" approach wherein Outside Agencies
must annually prove themselves accordin_g to pre-set criteria, such as the
Outside Agencv Application Scorecard or other indices. The BOCC
recognizes the desire Outside Agencies may have for a fairly consistent
and predictable revenue stream, but seeks to emphasize in their decision
creditable agency performance.
Limitations on Funded Amount by Agency or Total Funds Available for all
Agencies
Dollar Limit by Single Agency -
• Percentage of its overall budget (Rule of thumb: No more than 50% of
Agencv budget should come from County and Town sources)
• Flat dollar amount
• "Challenge" or "Match" amount
• "Step down" approach -diminishing amount over a period of fiscal years
• Agency has demonstrated a reliable, diverse funding stream of which
governmental assistance is a small portion
Dollar Limit to Amount Available for All Outside Agencv Funding -
BOCC sets maximum figure available for the upcoming fiscal year.
• Typically, County management has begun with a working figure roughly
equivalent to the amount funded in the current fiscal year for the next
fiscal year. (The historic figure for working purposes is a target the BOCC
may choose to match, increase, or decrease in its final budget decisions).
5
Other Defining Criteria
Financial support that brokers a new partnership or collaboration with a
County operating department, preferably supportive of the social safety
net.
Reduce or eliminate funding for Outside Agencies whose
• Primary mission is not related to the social safety net
• Performance data is historically weak or deteriorating
• Principal programs and services are duplicated within the Outside Agency
network of providers
Factor the net value of County facility space provided free of charge to recipient
Outside Agencies
• Amend Outside Agency award by net value amount
Submitted for BOCC approval December 3, 2010