HomeMy WebLinkAboutMinutes - 06-18-2001APPROVED 12/3/2001
MINUTES
ORANGE COUNTY BOARD OF COMMISSIONERS
BUDGET WORK SESSION
JUNE 18, 2001
The Orange County Board of Commissioners met for a budget work session on Monday, June
18, 2001 at 6:00 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)
1. CHAIR REVIEW OF SCHEDULE AND TOPICS
Chair Halkiotis read the agenda.
2. FOLLOW-UP DISCUSSION OF CAPITAL FUNDING ISSUES
John Link made reference to the memorandum from him to the Board and a chart, both of which
were distributed this evening. He said that the attached table shows one possible scenario for
compiling a $75 million bond package for November 2001 and accomplishing a variety of other
County and school capital needs through alternative financing, pay-as-you-go, certificates of
participation, installment purchase, impact fee revenues, fund balance, etc. This does take into
account some assumptions, which are listed below:
1) For the next four years, we would assume an overall 6.5°!° interest rate. During these four
years, we are anticipating the annual growth of the general fund expenditures to be around
8.75°~. Debt service will not exceed 15% of the annual general fund expenditures.
2) The impact fee revenue will be increased far both school systems, effective July 15t
3} Within the schools' CIPs, the increase in revenue will not be budgeted for any particular
project. The Chapel Hill-Carrboro school district tax revenue can be used for both capital
and current expense purposes.
4} There will be a bond referendum every four to five years, sa this proposal will carry us
through the year 2004-2005.
He made reference to the chart and summarized the information about the needs, which were
presented to the Capital Needs Advisory Task force. The functions are listed as well as the amount
requested. The chart then lists potential funding options.
Commissioner Gordon asked for a chart showing the debt service and the percentage of
general fund expenditures for each year, out to ten years.
John Link made reference to page two and said that the Orange Enterprises expansion will be
paid from pay-as-you-go and other capital funds. The remainder of the items on this page deals with
parkland and open space. Regarding the Chapel Hill-Carrboro school system, it is recommended far
elementary schools #9 and #10 a fixed amount in bonds of $13,250,000 for each school. There is
also a recommended increase in impact fees. Under high school expansion, it is recommended that
the funding be addressed through a dedicated increase in district tax. Regarding renovation of older
schools and facilities, $4.6 million is recommended to come from bonds. The other $2.4 million will
come from the district tax or local revenues within the school system. This is a total of $31,100,000 in
bonds and $11.6 million in other district resources.
Under the Orange County school system, it is recommended that $18,500,000 in bands be
appropriated far pursuing a new middle school. For the central office expansion that addresses the
administrative requirement, it is recommended that certificates of participation be used in this case. In
expanding the elementary school capacity at Hillsborough Elementary far students, it is recommended
that this part be in the bond referendum. The renovations are also recommended to be in the bond
referendum. The total bonds for the Orange County school system would be $20.9 million, with $1.6
million coming from alternative financing.
John Link explained the bottom of the chart, which indicated a total of $75 million for bonds,
$21.5 million for alternative financing, and $390,000 for pay-as-you-go funds.
Commissioner Gordon asked John Link why he did not include money for a third high school in
the Chapel Hill-Carrboro City School district. John Link said that this is an issue that the County
Commissioners need to address. His caution to the Board as they address another high school is
that committing to this high school is a commitment of $35 to $40 million. He feels that the County
Commissioners need to look at the overall capacity of the high schools in the County before making
this commitment.
Commissioner Carey asked if some of the renovations to the older schools could be done out of
the fund balance for each system in order to reduce the amount of the bond referendum.
Commissioner Jacobs asked for a discussion about fund balance and how much each school
system should keep as a minimum.
Assistant County Manager Rod Visser said that there is no statutory requirement that a school
system must have a fund balance. The major reason the school system does not have an issue with
fund balance is that they have a cash flow that they can depend on.
Finance Director Ken Chavious verified that there is no minimum level required far the fund
balance of a school system.
Rod Visser made reference to a letter from 1986 regarding the working margins of fund
balances for the two school systems. For the Orange County system, it is 2.7% of its annual
expenditures, and for the Chapel Hill-Carrboro system, it is 5.5%. Chapel Hill-Carrboro City Schools
has received $450,000 more in the current fiscal year from the district tax than was actually budgeted.
This brings their fund balance to $4.4 million. The threshold would be $1.8 million. Far the Orange
County system, it would need another $450,000 to maintain the 2.7°Io threshold in the fund balance.
Commissioner Carey asked if there is any reason why renovations cannot be done from fund
balance. John Link said that with the Chapel Hill-Carrboro City Schools they could use the district tax
monies for current expense and capital.
Commissioner Jacobs questioned why Chapel Hill-Carrboro City Schools is requesting an
increase in the district tax since they have a fund balance of $4.5 million.
Commissioner Carey said that the fund balance gives the County and the schools more flexibility
to accomplish some of their specific goals.
Neil Pedersen said that he does not feel the $4.5 million fund balance takes into account the
outstanding bills they have which may be $700,000. Ken Chavious said that the $4.5 million fund
balance takes into consideration outstanding bills of $900,000.
John Link said that the good news is that the unappropriated fund balance provides the flexibility
for both school districts to address some of their needs.
Commissioner Jacobs asked that a press release be written to correct incorrect information
about the fund balances for each system. He said that there has also been misleading numbers for
enrollment figures. Also, we need to explain that we try to address mandates and make it clear to our
citizens that we are responsive to the school needs and good stewards of the citizens' money.
Commissioner Carey agreed saying that we need to try to correct misconceptions.
John Link will develop a draft press release and submit it to the Board for their review.
Environment and Resource Conservation Director David Stancil made reference to the salman-
colored document entitled, "Consideration of Bond Recommendations for Parks and Open Space."
The Capital Needs Task Force did not recommend any specific projects for the Lands Legacy
program, leaving it to the Board. He summarized each project and indicated whether it met each of
the criteria.
John Link made reference to the bond requirements. The County Commissioners will need to
indicate the maximum amount they are willing to have on the bond referendum. They are not required
this month to make the final decision on the projects or the amount. They can make the final
decisions on the projects and the amounts in August.
Commissioner Gordon feels that the Board should not wait until August to make the decision on
the total amount of the bond referendum. She does not want the citizens to think that the proposed
band is a higher amount. She wants to know the amount of the bond and the tax impact over the next
few years. This would impact her decision for the impact fee and the total increase in the tax rate.
Commissioner Carey said that he feels that $75 million is the maximum and Chair Halkiotis,
Commissioner Jacobs, and Commissioner Brawn agreed.
John Link agrees that to the extent the County Commissioners can make a decision on the band
before the break would be beneficial.
Commissioner Brown made reference to the proposed projects for the parks and said that it may
be possible for Carrboro to help fund a park or the gymnasium. She also has some questions about
Smith Middle School Park. She also questions whether Carrboro will consider Southern Community
Park as part of their district park.
Commissioner Jacobs made reference to his meeting with Chatham County and suggested
sending a letter to Chatham County to see if they are interested in helping to fund the Southern
Community Park.
Commissioner Gordon suggested talking with the members of the Intergovernmental Parks
Work Group before sending a letter to Chatham County.
Chair Halkiotis will talk with the mayors to see if they are open to the suggestion of an open
attitude for co-use of a facility.
John Link made reference to the blue sheet, which outlines the plans for the Efland Cheeks
Community Park.
Purchasing Director Pam Jones said that the memo lists the highlights of phase I I of the park.
She said that phase II would add some trails, add a couple of picnic shelters, stabilize the pond, add a
boardwalk to get to the pond, and add barrier fencing around the perimeter.
Commissioner Jacobs asked if we could conceptualize the trail system as part of the greenway
system. It seems that it would be applicable.
Recreation and Parks Director Bob Janes said that the greenway and trails could be
incorporated into the easements of the Richmond Hills subdivision.
Chair Halkiotis said that the school system met with Habitat for Humanity and designed a simple
bridge crossing to allow the children easy access to the school campus rather than coming out on the
roadway.
Projections for the Schools
Commissioner Gordon asked to talk about the projected high school enrollment far the Chapel
Hill-Carrboro City Schools. She said that by looking at the projections, over-capacity is reached in
2006. She said that the Board has said that when elementary schools pass 105% capacity, middle
schools 107°~, and high schools 110°~ we are going to build a school. The SAPFO is very clear that
facilities are not shared.
Commissioner Jacobs made reference to page two and the projected middle school enrallment.
He said that it would not reach capacity until 2007. He said that we could talk about using the
capacity of the new middle school to accommodate high school students. He made reference to page
six and said that over the next ten years the new high school would not reach 100°lo capacity. This
leads us to start to look at things a little mare holistically. He said that there is a need to talk about
alternative programs and magnet programs, and get citizens together to talk about the pros and cons
of one central administrative facility. He would like to see what the options are. He wants to make the
best use out of the facilities and make sure that children get the best possible education.
Commissioner Brown agreed with Commissioner Jacobs in sharing facilities as a real possibility
with the opening of all the new schools. It will be up to the County Commissioners to show the
leadership to start this discussion. The Board agreed that sharing should take place bath between
school districts and within school districts. This is an enormous opportunity far cooperation of the
actual buildings, allowing children to use both school systems, and finding out how these costly
facilities can be shared and used to the optimum.
Commissioner Gordon asked how this would impact the bond. If we are talking about sharing
facilities then we need to look at the bond projects to see which are necessary. In the Chapel Hill-
Carrboro City Schools the two Elementary Schools are necessary. There could be some sharing in
the middle schools. Regarding the high school numbers, it is clear that another high school in the
CHCCS would be needed by 2QQ5-2QQ6. She said that if we are going to talk about sharing facilities,
we need to talk about it soon. She feels that if we expect the schools to share we need to let them
know that now. That brings up the question of whether or not we should have these schools on the
bond referendum if we decide to share facilities.
Commissioner Carey said that dialogue should take place. However, it cannot realistically be
done in time for this bond referendum. He feels that the incentive needs to be what we include in the
band. The two school boards need to take leadership in this process.
Commissioner Jacobs said that John Link has mentioned in this document some alternative
funding for expansion of high school facilities if that should be required between bond referendums.
He agrees with Commissioner Carey about creating incentive. He made reference to the School
Merger Task Force Report from the mid-198Q's and read from it as follows: "Encourage the school
districts to investigate areas where economies may be affected by joint operations such as
transportation, food service, and maintenance. Encourage the school districts to pursue areas of
educational cooperation such as special services." He said that we should be revisiting what a group
of people worked for a year to come up with 15 years ago.
John Link said that the original request from the Chapel Hill-Carrbora City Schools was to
expand both high schools and he understands that their current alternative is to build another high
school. He has suggested that if necessary these expansions can happen between the bonds.
Commissioner Brown said that she has heard so many people say that if there is going to be a
third high school in Chapel Hill, it should be shared with Orange County.
Chair Halkiotis said that nine years ago the people in Raleigh considered having one school
system per County. We have heard this year during the Innovation and Efficiency Committee
meetings the issue of merger. He agrees with going back and revisiting the report from 1985 and
1986. It cannot happen this year. In order to look down the road he feels we need to be prepared.
He feels that there should be two people from the County Commissioners, members from the two
school systems, and members from the municipalities to meet together and look at the issues of
capacity and merger. It is not going to help us in this budget cycle but we can position ourselves
down the road.
Chair Halkiotis said that, as a result of the Innovation and Efficiency Committee, this Board
heard a request and approved a request from the Robert S. Segal group to go in and look at the
operation of County government. He thinks we should challenge both school systems to take
advantage of the organization and open themselves up for scrutiny.
The staff will develop a proposal for the two school systems as proposed by Chair Halkiotis.
Commissioner Gordon explained the graphs on school enrollment. These are herein made a
part of the record by reference. She also made reference to the Tischler projections as presented to
the Schools and Land Use Council. Tischler used a different projection method for the Orange
County School (OCS) district versus the Chapel Hill Carrboro School (CHCCS} district. For the OCS
a linear method was used while for the CHCCS a linear extrapolation method was used in order to
decrease the impact of the recent spike in enrollment in the CHCCS. If the linear method had been
used for the CHCCS, more students would be projected than were projected by the linear
extrapolation method. She presented this for the Board's information.
Equitable Allocation of Funds for County Projects
Commissioner Gordon said that when the County Commissioners passed the policy for parks,
she thought that it was a mistake. She has written same memos about this. She thinks the
retroactive policy in regards to parks is something that the County Commissioners should not do. She
supports being equitable to all parts of the County. She feels that a more general statement of the
commitment to equity would be better than a specific statement as to the timeframe and geographic
boundaries.
Commissioner Brawn said that she was not at the meeting when this policy was approved. She
said that the Intergovernmental Parks Work Group discussed this and was concerned that the policy
did not address everything. The policy made it appear that there was anorth/south issue in the
County in terms of funding for parks and open space. She made reference to the four bullets on the
memo from the Intergovernmental Parks Work Group. The work group is asking the Board to
reconsider the adopted language. She thinks that it is great to reassure the public that the Board is
approaching the infrastructure in a fair and equitable manner. She would like to move away from
northlsouth issues.
Commissioner Jacobs said that this was considered at two separate meetings. He was using
the 48.1 °In as a target but not as a rule. This reaffirms that the County Commissioners try to achieve a
balance. He said that until 1997, the County has not created any new facilities north of Hillsborough.
He does not see it as a point of division.
Commissioner Brawn wonders why it was necessary to say this and asked if it was to reassure
the public.
Commissioner Jacobs said that, to him, it was to reassure the public and to demonstrate to
citizens that we have a wider purview to include municipalities.
Commissioner Carey said that it does not matter what we say but what we do. People want
parks and recreation areas near where they live. We have to continue to do the best we can.
Chair Halkiotis said that if it had not been for the people in southern Orange, the Efland Sewer
line bond referendum would not have passed. There were members of the Capital Needs Task Farce
who greatly supported doing what is best for all. He is concerned about the point in the memo from
the Intergovernmental Parks Work Group that says, "and may prove counter-productive to the bond
education campaign this fall." He does not want anything to be counter-productive to the bond
education campaign. He suggested that a couple of the County Commissioners get together with the
Intergovernmental Parks Work Group and work through the issues. He said that he does not feel we
need a policy. He said that we have been fair and equitable because we involve so many people in
the process. He suggested that a group come together in July to reconsider this policy.
Commissioner Jacobs will go with Commissioner Brawn to the Intergovernmental Parks Work Group
meeting.
Commissioner Gordon asked why this was limited to park projects and why we did not include
all projects on the bond. She suggested adopting a more general policy if we are going to adopt any
policy.
A motion was made by Commissioner Carey, seconded by Commissioner Brown to get a group
together in July to reconsider this policy.
VOTE: UNANIMOUS
3. COUNTY DEPARTMENT AND NEW STAFF RESOURCES REVIEW
Public Safety
Regarding emergency services, Commissioner Jacobs said that there have been some
concerns about the private ambulance service with which the County contracts and how its service is
inadequate. He asked where this is reflected and if we are looking to improve it or change it.
John Link said that the service was through Johnson Ambulance and it was for non-emergency
transportation.
EMS Director Nick Waters said that the concerns they receive usually stem from an incorrect
expectation about what Johnson Ambulance does. They do not address emergency issues. They will
be reviewing this aspect of EMS.
Commissioner Jacobs invited Nick Waters to attend the next Department on Aging Board
meeting to hear the concerns from the alder citizens in our County.
John Link encouraged the Board to speak with other franchises to see if anyone is willing to
come into Orange County and provide this service.
Public Works
Commissioner Brown asked if public works maintains all of the parks or if it was someone else.
Wilbert McAdoo said that Recreation and Parks does the grounds maintenance at the Efland
Community Center.
John Link said that he went out to the Efland Cheeks multi-purpose field because of a complaint
he received. He said that the orange soil is not going to provide the grass surface necessary for a
soccer field. He feels the County needs to spend more time up front on the development of fields.
Chair Halkiotis said that he was talking with the co-owner of Creekside Turf. They have sold five
times mare turf than they thought they would. He will work with John Link this summer about the
possibility of getting sod for this field.
Chair Halkiotis made reference to a letter from a citizen asking about the Sheriff's presence at
the Efland Community Center and the Sheriff has sent out a memo fully supporting a presence of the
Sheriffs Department at the facility. He would like for there to be a sign at this facility stating that this
is a Sheriff's sub station and the hours.
Solid Waste and Landfill Operations
Commissioner Brown made reference to the convenience center. She asked if there is a
particular reason why this department cannot handle the Eubanks Road convenience center.
John Link said that this is an area that can be discussed. They had not considered separating
out one of the convenience centers from the others. An area we can look at during the break is the
relationship between ERCD and Recreation and Parks. A decision on whom is going to maintain the
active recreation fields needs to be made.
Rod Visser said that, under the interlocal agreement, each of the jurisdictions remain
responsible for collection. The County's general fund would have to reimburse the Landfill fund.
POSITIONS
Commissioner Jacobs made reference to the translator and the medical interpreter. He
questioned the amount of this position and what we would be saving from what we spend far these
services at this time. Health Director Rosemary Summers said that the $6,000 would be new revenue
(offsetting) because of the increase in the Hispanic/Latino clients. The $30,000 that was anticipated
when the report was first prepared was an the high side. It will actually cost $15,000 for interpreters.
We will still need to maintain contracts with languages other than Spanish. She said that they tried to
be very conservative in determining the cost savings.
Solid Waste
The two new positions are involved with recycling C&D. This is on page 72 of the budget
document. Solid Waste Director Gayle Wilson said that one of the positions is a construction and
demolition Education Specialist that will help set the stage for a comprehensive ordinance regulating
construction and demolition. The position would be engaged in education for several months until the
ordinance comes into effect and then it would be a combination of education and enforcement. We
will focus more on the education component. This position would begin work immediately with the
contractors on job-site waste management. The other position is a Recycling Materials Handler that
will assume the responsibility for the governmental in-house recycling program from Public Works, the
dry cell battery recycling program, and operations of the electronics-recycling program.
Commissioner Jacobs questioned the in-house program. Gayle Wilson said that there are three
providers. Orange County Public Works does the recycling at the buildings in Hillsborough, and the
Solid Waste Department operates programs and also contracts office paper to Orange Recycling
Services. Under the proposal in the budget, these providers would be consolidated in the Solid
Waste Department and a private company would no longer be used.
Economic Development Commission
Commissioner Gordon asked about the ERCD and Agricultural Economic Development
Specialist positions. Donna Dean said that she has since responded to the County Commissioners
on these two positions and the update is included in the budget document.
John Link said that the change in this status is the receipt of a grant. Page 33 has a copy of the
grant letter. Fletcher Barber said that they actually asked for $20,000 but the position is going to be
funded 50°~.
Chair Halkiotis said that this is wonderful news and he thanked Extension Director Fletcher
Barber and Economic Development Director Dianne Reid.
Environment and Resource Conservation
The other position is an Environment and Resource Conservation Open Space Design
Specialist. This is on page 27. David Stancil said that the idea of this position was an ecologically
minded landscape architect to help the County in the design of open space. He said that this position
could pay for itself because concept designs are quite expensive. They are talking to the School of
Design at NCSU.
Commissioner Brawn asked if we this person will be expected to take an area of the Northern
Park and do a design. David Stancil said that this person would be out there with the contractor to be
sure the trails are done right.
Arts Commission
The recommendation is to go from part-time at 30 hours to full-time at 40 hours.
Commissioner Gordon asked what would be done with these extra hours. Arts Commission
Director Ann Kaplan said that part of the time would be to help arts organizations around the County
to be profit bearing. Other responsibilities include working mare strongly with the EDC and with the
Skills Development Center.
Commissioner Brown questioned if the expansion of the position is based on their strategic plan
and Ann Kaplan said yes. Commissioner Brown said that some of the arts organizations did not want
to be profitable and they were concerned about the Arts Commission pushing them toward being
profitable. She said that this goal was not totally supported by the Arts Committee.
Tax Assessor's Office
The recommendation is to convert the position of Tax Clerk in the Revaluation division from
time-limited to permanent.
Tax Assessor John Smith said that revaluation never ends. The main thing that this position is
designed to do is to gather new information. He said that by the year 2005, it will be impossible to do
revaluation using the current methodology.
Chair Halkiotis made reference to use value and compliance and asked if the Assessor's Office
is monitoring use value to be sure that people are in compliance. John Smith said that they are
finding that most are in compliance. There may be less than 1 °k not in compliance. Chair Halkiotis
said that it was significant that Orange County has the highest percentage of the total landmass in
use value of any surrounding county.
Health Department
Health Director Rosemary Summers said that the expansions in dental are due to the sheer
increase in the workload. There has also been an increase in revenue in the dental program with
third-party billing and private pay percentages. One of the intensive home visiting positions is funded
by Smart Start and the other two and a half are a combination of state funds and revenues through
Medicaid reimbursement. There has been great difficulty in keeping staff in this program because of
the time-limited status of the positions. The positions have turned over three times in three years.
The Public Health Nurse I is due to the low record of reconciling our immunization rates with the
statewide registry. The Health Department has had an increase in communicable disease incidence
in the last 4-5 years and they need the increase in staff to respond to daily needs.
Orange Public Transit
Transportation and Department an Aging Director Jerry Passmare said that the position of
Transportation Coordinator is a ten-hour increase in an effort to expand services to those who cannot
ride public transportation. This position would be working with DSS and the Work First program and
the Commission for Women.
Planning
The recommendation is to increase a GIS Technician's position from time-limited to permanent
full-time. Planning Director Craig Benedict said that a lot of the maps that have been presented at
meetings have been done primarily through the County's GIS system. This is atime-limited position
and he is asking that it be permanent.
Recommended Fee Schedule -Building Inspections Division
Craig Benedict made this presentation. He distributed charts, which outlined the fallowing:
• Residential Permit Fee Comparison Chart
• Percent of Change Applied to Proposed Fee Increase
• Single Family Permit Cost Comparison
• Permit Costs as Relates to House Value
• Single Family Dwellings, Categorized by Square Footage, Orange County School District
•:• Single Family Dwellings, Categorized by Square Footage, Chapel Hill School District within
Orange County Inspections Jurisdiction
The new fee schedule will allow for a recovering of cost far larger homes. At the current fee
schedule, the County actually is losing money for larger homes. The new fee schedule also
decreases costs for smaller houses approximately 1,800 square feet or less. The fee increase will
recover 90°~ of the cost of the Building Division area. Some of the 10°~ not recovered includes
assisting the customers that come into the office, etc. The current fee schedule only recovered 64°~
of the cost. Cast recovery includes the Building Division, personnel costs, recurring capital costs
(cars}, operating expenses and administrative costs.
Commissioner Brown suggested a news release on this fee increase.
Several other clarifying questions were answered by Craig Benedict.
Commissioner Jacobs made reference to page 17, Building Demolition, and said that it will be
important to have a meeting in the fall to talk about solid waste issues, to include C&D and
deconstruction versus demolition. It needs to be determined whether a time limit far getting a
demolition permit might facilitate people choosing the alternative of saving money and saving
materials, versus the disadvantage of taking more time. Craig Benedict said that he has been
working with Gayle Wilson on the C&D permitting process to make sure it ties into the building permit
process. One thing that they have done with the fee schedule to promote affordable housing is to
reduce the fees for the project. The rate would be reduced if part of the project offers affordable
housing.
Recommended Fee Schedule -EMS
Nick Waters said that the increases have to do with the realignment of the charges to match the
new Medicaid reimbursement scheme.
Recommended Fee Schedule -Environmental Health
Rosemary Summers said that these fees are set at about 76°~ cost recovery, which would cover
the cost of the new position being requested. She made reference to page 7. Fees cannot be
charged for the Food and Lodging program. Fees can only be charged for the wells and wastewater
program. The existing fee schedule recovers about 61 °I° of the cost.
Commissioner Jacobs asked about licensing well drillers or contractors who put in wastewater
treatment systems. Ran Holdway said that there is a license required by the state for well drillers and
a certificate for wastewater providers. He will look at the possibility of licensing by Orange County for
possible cost recovery and reassurance to citizens.
Rosemary Summers summarized the various inspections that are done in the County.
Medicaid Issues (pSS}
John Link said that he has included $300,000 in the budget far Medicaid to address the
requirements of the state for County participation. This is on page 7-4 in the budget document.
4. EMPLOYEE PAY & BENEFITS PLAN
John Link said that the budget includes his recommendation for this year as to the specific
percentage increases for cost-of-living, 401(k), etc.
Personnel Director Elaine Holmes gave a PowerPoint presentation. The pay and benefits plan
was discussed at the November work session and at the April work session. The County
Commissioners were satisfied with the pay and benefits plan and wanted to continue in the same
direction for the coming two years with additional direction. The meritorious service awards will be
improved as well as the County 401 (k) contribution. The staff will pursue a countywide position
classification and pay study. The Manager is recommending acost-of-living increase of 2.5°~
effective July 1St. The social security adjustment for 2001 and 2002 was 3.5%. The recommended
budget continues in-range progression at 2.5°k. The recommended budget includes funding to
increase the 401 (k) contribution from the present $15 to $20 per pay period. The recommended
budget includes funding for the countywide classification and pay study. She said that she has put
forth a request for proposal for this study. There will be a consultant recommendation at the June 25tH
meeting. The recommended budget also includes funds to offer benefits for domestic partners
effective January 1, 2002. The recommended budget includes an increase in the living wage from
$8.45 an hour to $9.11 an hour effective July 1St. This affects about 60 temporary employees.
Commissioner Jacobs asked about the $25,000 recommended in the budget for benefits for
domestic partners. Elaine Holmes said that the costs would begin an December 1St. She thinks the
cost estimates are relatively high.
Commissioner Brown asked for the definition of a domestic partner. Elaine Holmes said that it
was unmarried adults that live together and have some type of financial interdependence and are not
related. There would be a policy that would include a specific definition of a domestic partner as
defined by Orange County.
Commissioner Gordon asked if people have to live together for a certain amount of time to be
considered domestic partners and Elaine Holmes said that there is typically Hat a time period.
Chair Halkiotis agreed that the cost estimate for the insurance for domestic partners seems
high. Elaine Holmes said that the cost estimate includes the cost of the benefits and the additional
casts on the County's health insurance.
5. OUTSIDE AGENCY AND FIRE DISTRICT FUNDING
Rod Visser said that there are twelve fire districts in Orange County. Four fire districts
requested tax rates at the post-revaluation equivalent tax rate. Eight fire districts have requested tax
increases. The Manager has recommended an increase for six of the fire districts. These increases
are due to equipment needs. Cedar Grove and Little River need to replace 20-year old trucks. The
increase for South Orange is based on a 20-year old contract that the County has with the Town of
Carrboro to provide municipal fire protection. The budget includes a .35-cent tax increase for South
Orange, which is driven by a formula where the fire district pays a proportion for the number of calls
and the tax base. Rod Visser said that there is some question about how much of Southern Village
may actually be in the South Orange district. Page 8-15 in the budget document lists all the tax rates.
Commissioner Brown asked why the tax in South Orange would have to go up just because of
Southern Village. Rod Visser said that the South Orange fire district pays about 26-27°~ of the Tawn
of Carrboro's fire department budget. If the tax base decreases, then the formula will change.
The two fire departments that asked for an increase and were not recommended are Eno and
New Hope. The reason for not approving these increases was because they have large fund
balances.
Chair Halkiotis asked for a list of all of the fund balances for all the fire districts. He said that the
fire departments should da competitive bidding on equipment.
Commissioner Jacobs asked for an explanation of the new outside agencies, which were not
funded this year. He would like to know the rationale for the decision not to fund. He noted that the
increase for the Dispute Settlement Center is the largest. He raised the issue that when the County
wanted to use the Dispute Settlement Center, we could not avail ourselves of their services even
though we are providing tens of thousands of dollars. They do great work but when we try to avail
ourselves of their service, he would like to get some consideration in return for the generosity. John
Link said that the only reason an increase is recommended is because of a special program.
Commissioner Brown asked about the Institute of Government funding. It was answered that
there is a capital contribution of $2800 per year and that annual dues are paid.
Commissioner Brawn said that she has called the Institute of Government several times and has
never received a response. John Link said that he is very distressed to hear this. He said that
Michael Smith would want to know this.
Commissioner Brown asked about the Disability Awareness Council. She said that they are
residing at the Skills Development Center, which does not charge any fees for their space. She
recommends that the new Social Services Director work with the Disability Awareness Council to
determine how what they want to do affects services they want to offer.
John Link said that his recommendation is that there be stipends for specific training needs that
the Disability Awareness Council may have.
Commissioner Carey suggested including stipends but putting it in escrow until the DSS Director
can meet with the Disability Awareness Council and further define their needs.
6. REVIEW OF 2-1-4 CENT TAX INCREASE SCENARIOS
John Link made reference to the memo to the Board dated June 18, 2001, Observations
Regarding 2001-02 School Requested Budgets. He said that the overall increase in the
recommended school funding is 7.5°~ and not 1.75%. He said that the 1.75% relates to the increase
in the per-pupil funding that was recommended. He thinks that it is unrealistic to expect that the total
current expense funding can approach what has been in the past at 8-10%. The reason is the high
debt service for school projects. He spoke about three options that could be pursued to address, in
particular, the Orange County system's needs. Option one is that some amount of the pay-as-you-go
funding that has been earmarked for debt service for Cedar Ridge High School could be replaced with
some of the additional revenue from increased impact fees. The pay-as-you go funding could
potentially be used by the school system for current expense. This requires an agreement of the
County Commissioners and the two school boards. Option two is to reduce the Chapel Hill district tax
by one penny and increase the countywide tax by one penny. This would create an additional
$350,000 for the Orange County system, and a net reduction of $35,000 for the Chapel Hill-Carrboro
system. Option three is responding to the request by the Orange County system to mitigate the
additional appropriation put into the nursing program. Increasing the contract that would go from the
Health Department to the Orange County system for school nurses could do this.
Commissioner Gordon asked for information about using impact fee revenue for projects
retroactively. She asked if the Board of County Commissioners must fund just as the Schools
Adequate Public Facilities Ordinance says. County Attorney Geoffrey Gledhill will provide this
information to the Commissioners as soon as possible.
Commissioner Jacobs said that, assuming that the schools have these undesignated fund
balances, what could be done so the schools will use these fund balances. John Link said that the
County Commissioners could make observations far how the schools could best use their fund
balance. He said that an observation could be made that part of Orange County's fund balance could
be used toward the start-up costs for Pathways. For the Chapel Hill-Carrboro school system, an
observation could be made that the fund balance could be used for start-up costs for Smith Middle
School.
Commissioner Jacobs said that he favors option one. He does not see why the district tax is
being raised in Chapel Hill-Carrboro.
Chair Halkiotis said that he endorses option one. He would not support option two, but would
support option three. He feels that option one would have the greatest flexibility.
Commissioner Gordan said that the Orange County system is concerned about their operating
budget while the Chapel Hill-Carrboro City Schools is concerned about their capital budget. She
asked that, as we proceed forward, that the County Commissioners remember both sides.
Commissioner Brown asked John Link how they could get the schools to use their fund
balances. John Link said that the County Commissioners could not force the school system to use
their fund balances. The County Commissioners could reduce the County contribution so that they
would not have a choice but to use their fund balance. The County Commissioners could make
observations or recommendations.
Commissioner Jacobs said that he was not saying that we should cut the district tax but he also
does not want to increase the district tax for the Chapel Hill-Carrboro City Schools.
Commissioner Carey noted that the County Commissioners could not force the schools to use
their fund balance. The County Commissioners can make recommendations. He does not want to
cut the district tax but he is also not sure we need to increase the district tax.
Commissioner Gordon said that there are tremendous capital needs for the Chapel Hill-Carrboro
City Schools and she would recommend using the fund balance for one time capital improvements
instead of cutting the district tax.
7. ADJOURNMENT
A motion was made by Commissioner Brawn, seconded by Commissioner Carey to adjourn the
meeting at 10:30 p.m.
VOTE: UNANIMOUS
The next Board of County Commissioners meeting is scheduled for June 19 at 6:00 p.m. at the
Southern Human Services Center in Chapel Hill, North Carolina.
Stephen H. Halkiotis, Chair
Beverly A. Blythe, CMC