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MINUTES
ORANGE COUNTY BOARD OF COMMISSIONERS
BUDGET WORK SESSION
June 14, 2001
The Orange County Board of Commissioners met for a Budget Work Session on Tuesday,
June 14, 2001 at 7:30 p.m. at the Southern Human Services Center in Chapel Hill, North Carolina.
COUNTY COMMISSIONERS PRESENT: Chair Stephen H. Halkiotis and Commissioners
Margaret W. Brown, Moses Carey, Jr., Alice M. Gordan, and Barry Jacobs
COUNTY STAFF PRESENT: County Manager John M. Link, Jr., Assistant County Manager
Rod Visser, and Clerk to the Board Beverly A. Blythe {all other staff members will be identified
appropriately below)
NOTE: ALL DOCUMENTS REFERRED TO IN THESE MINUTES ARE IN THE PERMANENT
AGENDA FILE IN THE CLERK'S OFFICE.
1. INITIAL DISCUSSION OF CAPITAL FUNDING ISSUES
a. Interim tone-Year) CIP
County Manager John Link said that an earlier recommendation was to adopt aone-year
plan because a number of the capital requests might be addressed through the bond referendum.
This refers to the pay-as-you-go funding, which comes from sales tax for the most part. The
County projects are listed on page three of the document entitled, Interim Capital Investment Plan.
The projected funding is also listed for the next ten years. The projects for the two school systems
are also listed. On June 25t", there will be project ordinances for the Board's consideration
because some of the projects are time sensitive and cannot wait until August.
Commissioner Gordon made reference to page 13 and the Solid Waste Enterprise Fund,
and asked about the revenue side of this. She said that if this were approved, $24.5 million of
revenue would be needed to offset this project.
Commissioner Gordon made reference to page 15 and asked if the budgeted impact fees
can be used far debt service for projects that have already been approved. She asked about
"unfunded" projects on new elementary school #9 and said that she is not sure how large these
funds are but she knows that we have allocated some planning money. She asked if money would
be available for grading this summer.
John Link said that he recommended to Superintendent Pederson that the Chapel Hill-
Carrboro system take a look at the pay-as-you-go funding within its own capital improvement plan
and advance the needed money for the grading. If the band referendum is passed, the money can
then be replenished.
Finance Director Ken Chaviaus said that the County could advance funds to the schools
contingent upon the bond passing. If the bond does not pass, then the money would have to come
out of pay-as-you-go funds.
John Link said that there is not a pot of money that can be used as part of a project that is
planned to be addressed in a bond issue.
Chair Halkiotis expressed caution in assuming that the voters are going to pass a bond
referendum because it sends the wrong message.
John Link said that his recommendation would be that the County staff work with the
school's staff to see what work on Elementary School #9 must be done prior to the bond
referendum.
Commissioner Gordon said that as the County moves forward, they need to make it clear
to the public how the projects will be funded if the bond referendum fails. She said that the
question is how to adapt the schools part in the CIP. With reference to the Orange County
schools, she asked about the Hillsborough Elementary School renovations. She asked if this is the
project on the bond or the original project.
Budget Director Donna Dean said that the Hillsborough Elementary School renovation is
nat the project on the band referendum but a previous project.
John Link explained that the staff is proposing that the schools alsa have an interim one-
year CIP. The Hillsborough Elementary School renovation project is not on the list because it was
submitted before the bond committee ever started.
Commissioner Gordon made reference to the Orange High School renovation project,
which is 1.8 million and asked if this was a different renovation project from the $950,000.
Donna Dean clarified that it was similar to the Hillsboraugh Elementary School project.
The $1.1 million was funded in previous years. $550,000 will be put in this year from the 1997
bands. The $950,000 is separate and a part of the upcoming anticipated bond referendum in
November.
Donna Dean clarified that the Board of County Commissioners has appropriated
$572,000 to date for elementary school #9 for Chapel Hill-Carrboro.
Commissioner Brown asked about the upgrading of the multi-purpose room to a
community gym, a CountylChapel Hill project.
Superintendent Pedersen said that his position is that he is happy to cooperate with the
County and the town to build a full size gym which will cost an additional $750,000.
Chair Halkiotis said that if there is a perceived need for a gymnasium at the Meadowmont
Elementary School, then somebody needs to write the Board of County Commissioners and let
them know about that need.
Commissioner Carey said that there has been some urgency for the Meadowmont gym.
Steve Scroggs said that in the design of the building, they need to know what size gym
they are talking about so that it can be included by the architect in order to move forward in a
timely manner.
Superintendent Pederson said that what he was trying to do was to learn from what
happened at Scraggs Elementary, which was that after it was designed, the Tawn came forward
and indicated that they needed additional gym space and asked that it be included. For
Meadowmont, the gym was added as an option -multipurpose room or a full size gym. There are
site implications and major design implications and this information was provided last fall. They
were not advocating for a full size gym but providing the information if a decision is made to move
forward. If they do not see the funding coming forward by June 30, 2001, they will move forward
with a multipurpose room. He said that he does not feel that the Board of Education will allocate
from their fund balance.
John Link clarified that in order for the gym to happen, the expectation is for the County to
come up with about $400,000 plus the $500,000 and this decision would need to be made in the
next week.
Commissioner Carey said that he is not sure he supports using the school's fund balance
for a community gymnasium. If he was to invest taxpayers' money into a community gym, he
would not put it at this location.
Chair Halkiotis said that he would not vote to allocate another $500,000 when the Chapel
Hill-Carrboro City School Board has a fund balance of $3.9 million. He said that the County was
very responsible in funding the schools.
Commissioner Jacobs agreed that a gym should be more centrally located and not on the
County line. He said that the County Commissioners were being asked to pay for more than half of
the gym. The Town of Chapel Hill is short by $122,000 of paying for half of the gym. He also
pointed out that the elementary school would control the gym part of the time and the Town would
control it the rest of the time, although the County is expected to pay $400,000 for it. He also
agrees about being careful in proceeding with the bond referendum.
Commissioner Jacobs asked far clarification an adjusting the figures in the CIP after the
bond referendum and if comments were in order now ar after the bond referendum. John Link said
that after a decision is made on the bond referendum, then the other important projects that are not
an the referendum would be addressed. He said that Orange Enterprises was a goad candidate
for alternative financing and certificates of participation. The staff is recommending that this interim
one-year plan be adopted and that the other projects either be addressed in the bond referendum
or by other means.
Commissioner Gordon noted that the County Commissioners would need additional time to
talk about capital projects. She made reference to the gymnasium and said that the school system
is not recommending that a gym be part of the school but that the Town of Chapel Hill is asking
that this gym be built as part of the school. She does not agree that the school should have to pay
far this addition for the Tawn.
Chair Halkiotis asked about the livestock scales and the $55,000 that has been in the CIP
for a number of years. He also requested a report an the loan poll. He asked to revisit some of the
items listed in the CIP. He said that there are two County departments that bring in $2 million in
revenue far the County each year -The Sheriff's Department and the Register of Deeds. He
asked that the Sheriff keep the County Commissioners posted on what happens with the capital
needs in the Sheriffs Department. He commended Sheriff Lindy Pendergrass on expert managing
of the money given to his department.
Chair Halkiotis asked Register of Deeds Joyce Pearson if she could manage with the
Manager's recommended $48,000 even though she requested $150,000. He commended her for
squeezing everything she could out of every dollar. He requested that the $55,000 in the livestock
scales be allocated to the Register of Deeds office.
Chair Halkiotis asked about the priority information on the technology initiatives. Assistant
County Manager Rad Visser said that they were continuing with the four-year replacement cycle
far desktop systems. He said that savings of about $75,000-80,000 could be achieved if an order
was received by June 30t" because Gateway is having a "fire" sale. Other priorities include legacy
software replacement and other software replacement.
Chair Halkiotis said that Clerk to the Board Beverly Blythe had come up with a new idea
where the County can save a significant amount of money in updating the County's website. He
suggested that he and Commissioner Brown could work on it and bring something back to the
Board.
Commissioner Brown made reference to the $572,000 for planning elementary school #9
and asked to see the plans for the school. She agreed that no assumptions should be made in
reference to the bond issue. She thinks we should be very sensitive and respect the public's
understanding of the bond referendum. She said that she understands that the County
Commissioners endorsed aone-story plan but she does not remember endorsing such a plan.
She feels that this is a terrible site for a school and that there will be a lot of problems in years
down the road. We need to be sure that school sites in the future meet certain standards before
being purchased or accepted.
John Link explained that on June 25t", the County Commissioners would have the actual
project ordinances as listed on page three.
b. BOCC Discussion on Potential Protects to be Included in the November 2001 Bond
Referendum and Related Tax Rate Impact
Rad Visser made reference to the Capital Needs Task Force {CNTF) report. He
suggested preliminary discussion on the items for the November bond referendum. Page six has
the recommendations from the CNTF.
Commissioner Brown made reference to the joint parks project and asked that staff
generate some language about the Chapel Hill Greenway Development and that we ask that it be
a joint effort between Chapel Hill and the County that would specifically address connectors
befinreen Carrboro/Chapel Hill and our rustic trail system that will begin right outside of the city
limits.
Commissioner Jacobs asked what policies are already in place that address issues of
matching funds between jurisdictions for projects. He asked to see a framework of what the
County Commissioners have already decided about the standards.
Commissioner Brawn made reference to the southern park and asked if this would fulfill
the need in Carrboro for another district park in the southern end of the County.
Commissioner Carey made reference to the School Facilities Task Force Report. He
feels we need to integrate this into the CNTF.
Commissioner Jacobs said that he would like to reduce this recommendation from $85
million to $75 million. He feels this needs to be put into the framework of what the County can
afford. He also asked to see the phase II plan of the Efland Cheeks Park.
Commissioner Gordon asked if we could get the school population projections back by
June 18th. Donna Dean does have parts of these done. Commissioner Gordon feels the
projections are needed before looking at the schools needed by bath systems.
Chair Halkiatis said that he has researched state projections and will send this information
to the County Commissioners. He made reference to an article in the Chapel Hill News about
school enrollment projections, which he will distribute.
Commissioner Gordon made reference to the renovation money that is proposed in the
bond referendum and asked for a detailed list of what these renovations will include. She made
reference to the senior centers and said that the Master Aging Plan recommended 25,000 square
feet for one and 15,000 square feet for the other. She asked if the MAP was discussed by the
CNTF and why the recommendation was 15,000 square feet for each.
John Link said that he recommended to the CNTF that an amount be placed in the bond
referendum that we are confident that it will absolutely cast that much for both centers. Ta the
extent that other funds are needed, certificates of participation can be used.
Commissioner Jacobs asked John Link to explain to the public why bonds are the
preferable strategy for generating funds.
John Link said that the reason we have bands is so that generations to came will bear
some of the burden of the facilities that are going to last 50-60 years.
Chair Halkiatis said that there would be opponents to the bond referendum.
Commissioner Gordon noted that because of the County's band rating, the interest rates
would be fairly low and Ken Chavious confirmed this.
Commissioner Brown asked for a list of renovations far each school and the money put
into each school.
c. Review of Bond Timetable
Commissioner Carey asked for clarification on the County's debt capacity. Rod Visser
said that the statutory capacity was 8°~ of the assessed value. The County has nowhere near this
amount of debt. The debt management policy that was adopted a few years ago is that the County
will strive to keep the annual debt service payments at no more than 15°~6 of the County general
fund expenditures.
John Link asked Rod Visser and Ken Chavious to give the Board a copy of the debt
impact of the bond referendum and other financing needs.
d. CIP revenue Sources (including bond funds, alternative financing mechanisms,
school impact fee, pay-as-you-go funds
Commissioner Gordon made reference to the various revenue sources and said that she
would like to see an analysis of how much impact fee revenue can be used in order to decrease
the bond referendum. This is only possible if the impact fee is increased because the current
impact fee revenue is already included in the CIP.
e.
This item was delayed until the next CIP discussion.
2. COUNTY DEPARTMENT FOCUS ~ exceptionl
Clerk to the Board Beverly Blythe will provide a proposal far the organization of her office to
the Board.
General Administration
John Link said that the budgets of the Budget office, Finance, Purchasing, Rent and
Insurance, and Information Systems are reflective of maintaining the present service delivery.
Pam Jones said that the increase in Central Services is made up of an increase in insurance
and in professional services. She usually puts in $150,000 for attorney fees, but this year she put
in $200,000. A lot of the attorney fee increase has to do with the Blue CrosslBlue Shield claim.
Board of Elections
Commissioner Jacobs asked about a district tax and the cost for opening the polls. It was
answered that it would cost approximately $55,000.
Community Planning
Budget Director Donna Dean said that there was an increase in hours included in the Arts
Commission budget for the Director's position.
Commissioner Jacobs asked about the Visitors Bureau's budget and $59,000 in operations.
Pam Jones said that this increase is to cover rent and renovation for new space.
Commissioner Brown made reference to the Arts Commission and asked about the
justification for the increase in hours for the Arts Director. This is included in the position
information that was received in May.
Human Services
John Link noted that Cooperative Extension, Human Rights and Relations, the library, and
Child Support are providing services at the same level this coming year without new positions. He
has also recommended $93,000 more for Mental Health.
In answer to a question from Commissioner Gordon, Human Rights and Relations Director
Annette Moore said that they have been reducing the case inventory because they wanted to move
away from being just an enforcement agency and reducing the level of incidents that occur. The
Commission for Warren is still receiving staff support.
Commissioner Gordon reinforced that the Commission for Women should be supported to
the highest level possible from the Human Rights and Relations Department. She would like to
see the Commission far Warren move to advocacy.
Commissioner Carey agreed with moving to advocacy and trying to prevent problems by
being proactive.
Commissioner Gordon asked how much of the budget would be allocated for the Commission
for Women and Annette Moore said that there is a line item of $5,000 for the Commission for
Women for administrative support.
Commissioner Brown asked for a specific breakdown on haw the $5,000 was spent.
Commissioner Brown made reference to the goals set by the Commission for Women and
suggested that they work with other agencies in County government so that so much time is not
spent in getting information that is readily available.
Commissioner Jacobs verified with Annette Moore that there was an ESL employee that
could answer calls from non-English speaking citizens.
Commissioner Gordon made reference to the history of the Commission far Women in
working on employment equity. She would like the Commission for Women to work on this again.
Commissioner Brown made reference to the history of the living wage and how Orange
County has dealt with it. She hopes that the Commission for Women will use County government
as an example.
Donna Dean said that the operational increases in personal health are primarily due to
increases in pharmaceutical costs and a need to implement a 'needleless' system to meet OSHA
requirements. There is also an increase in the professional contract line item. Regarding
Environmental Health, most of the operational increases are due to the two new positions, which
are being requested.
Regarding Animal Control, Commissioner Jacobs would like to see us have a more proactive
approach to get all the animals licensed in the County. He would like to see an outreach program
to plan to educate the citizens and also increase the spaytneuter rate.
Commissioner Jacobs made reference to page 7-84 and said that he would like to see some
kind of estimate of costs far phasing in the Carrboro "Cybrary". He made reference to the fact that
Orange County's library funding is less than half of the state average. He would like to see same
of the "cybrary" service implemented far the people in northern Orange County.
3. Other Maior Budget, Policy, Operational Issues
a. Follow-up on New Staff Resources Discussion of May 14
b. Changes in Existing Positions
e. Recommended Fee Changes (Planning. Health. EMS1
d. Jail Health Services Proposal
Sheriff Pendergrass said that Orange County was the largest provider for the U. S.
Marshall Service in the middle district (Greensboro, Forsyth, Orange, and Durham). The contract
on a daily basis is around 70 federal inmates. This is the only facility in the middle district that
houses federal inmates that does not have a health plan with an existing registered nurse
practitioner on site to screen inmates, diagnose problems, and dispense medications.
Health Director Rosemary Summers said that her department tried to come up with
the most cast efficient way to meet the standards for health services in a jail. The proposal is for a
full-time nurse practitioner from 8:00 a.m. until 5:00 p.m. and ahalf-time permanent registered
nurse for evenings and weekends. The nurse practitioner will also help manage the outsource
contracts far x-ray services, dental services, etc.
Sheriff Pendergrass said that he has been working with the Marshall to obtain an
increase in funds to cover this service.
The nurse practitioner and the registered nurse will be working under the Health
Department and assigned to the jail.
e. Public Works HVAC
John Link said that the revised recommendation is to go ahead with installation of a
variable air volume system with gas boilers and an air-cooled water chiller at Whitted and to do
additional search and analysis for the options for the Northern Human Services Center and then
solicit RFP for design services for the Whitted HVAC system.
Chair Halkiotis spoke about using alternative energy at the Northern Human
Services Center and asked that staff try and do something creative. He supports an upgraded
HVAC system at the Whitted Center.
Public Works Director Wilbert McAdoo said that the staff was asking to move ahead
with the design work for the system at Whitted and to work on the Northern building as Chair
Halkiotis suggested. He made reference to the New HVAC Systems Simple Payback and said that
there was a savings of about $44,000 a year in energy costs for the new system versus the
existing system at the Whitted Center. The anticipated investment to keep the exiting system
working for the next 10 years would be approximately $463,500. The new system would provide
improved air quality, improved comfort levels, flexibility to change the space use, increased
reliability, individual zone control, cast-effective operations, and the ability to monitor the system
from off site.
Chair Halkiotis pointed out that all of the existing ductwork would be replaced.
The staff is asking for approval to do an RFP for design services for the new HVAC
system at the Whitted Center.
Commissianer Jacobs made reference to the space needs study and said that one
option was to add space at the Whiffed Center.
This analysis does not include the possibility of any additions to the Whitted Center.
Chair Halkiotis suggested speaking with the engineers and the passibility of
incorporating an additional 40,000 square feet into the HUAC system analysis.
A motion was made by Commissioner Gordon, seconded by Commissioner Carey
to approve the recommended HVAC system for the Whitted building, and approve release of
Request for Proposal documents to solicit proposals for the Whitted HVAC system design from
qualified HUAC system design firms. This includes the possibility of an additional 40,000 square
feet at the Whitted building.
VOTE: UNANIMOUS
f. Public Safety Communication Study
Rod Visser said that the first phase of this is a needs assessment and short-term
fixes that can be applied. Amore detailed set of solutions will be forthcoming in about one year.
EMS Director Nick Waters said that a needs assessment is needed before an
expansion of the communication system can happen in the future. Needs assessment is the first
part of this project and laying the framework for upgrading our system is the second part of this
project.
Commissioner Jacobs made reference to recommendation #4 and verified that the
RFP for phase II would not be awarded until after phase I is completed.
Commissianer Jacobs would like to know when phase I is almost finished so that
there can be some coordination with the Planning Director so that, if there is going to be a
telecommunications tower study, it can be accomplished before phase II.
Commissioner Carey asked about the cast for phase II and Nick Waters said that
the figures are estimated at this point.
A motion was made by Commissioner Carey, seconded by Commissioner Jacabs
ta:
1) Award Phase I to CTA of Lynchburg, Virginia in the amount of $57,236; and
2} Approve a contract pursuant to the terms of the RFP contingent upon Attorney
and Staff review; and
3) Authorize the Chair to sign on behalf of the Board; and
4} Award Phase II of the RFP to CTA of Lynchburg, Virginia, contingent upon
sufficient funds being made available by the public safety agencies affected by
the study.
Phase I will be reviewed by the Board of County Commissioners and coordination of
the start of Phase II with a possible telecommunication tower study will be undertaken under the
lead of the Orange County Planning Department.
VOTE: UNANIMOUS
g_ Replacement of GountV Mainframe Legacy 5ottware {business) System
Director of Purchasing and Central Services Pam Jones made this presentation.
She said that the County Commissioners approved, in February, a contract for Summit Business
Solutions to do a needs analysis. The computers are 20 years old. The business consultant found
five areas that were severely lacking in the existing business system. The system is not integrated
(data is keyed in multiple times}, the software is antiquated, there is missing functionality, there is
insufficient reporting capabilities, and transactions are only posted once a day. The new system
would incorporate all of these factors. The staff is suggesting as part of the action that the Board
allow an extension of the contract with Summit Business Systems to help with the RFP and the
selection process. The staff is also asking that the Board allow solicitation of RFPs for the
replacement software. The Information Technology Committee has been involved in this process.
A matian was made by Commissioner Gordon, secanded by Commissioner Jacobs
ta:
1} Authorize the Purchasing Director to carry out the solicitation of Requests for
Proposals to acquire business system software for the county; and
2} Extend the contract with Summit Business Solutions through the selection
process at a cast not to exceed $30,000; and
3) Authorize the Purchasing Director to execute the associated paperwork.
VOTE: UNANIMOUS
4. LETTER OF SUPPORT -ORANGE COUNTY PARTNERSHIP FOR YOUNG CHILDREN
A motion was made by Cammissianer Brown, seconded by Cammissianer Jacobs to
approve the letter of support for Orange County Partnership for Young Children, which is
incorporated herein by reference.
VOTE: UNANIMOUS
5. ADJOURNMENT
With no further items for the County Commissioners to consider, a motion was made by
Commissioner Jacobs, seconded by Commissioner Carey to adjourn this meeting at 10:40 p.m.
VOTE: UNANIMOUS
The next Board of County Commissioners' meeting will take place at 6:00 p.m. on June 18,
2001 at the Southern Human Services Center in Chapel Hill, North Carolina.
Stephen H. Halkiotis, Chair
Beverly A. Blythe, CMC