HomeMy WebLinkAboutMinutes - 20030414APPROVED 05/20/2003
WORK SESSION
Orange County Commissioners
Orange County Board Of Education
Chapel Hill-Carrbaro Board of Education
April 14, 2003
7:30 - 9:30 p m
Southern Human Services Center
The Orange County Board of Commissioners met for a Work Session on Monday, April 14,
2003 with the Orange County Board of Education and the Chapel Hill-Carrboro Board of
Education at 7:30 p.m. in the Southern Human Services Center in Chapel Hill, North Carolina.
COUNTY COMMISSIONERS PRESENT: Chair Margaret W. Brown, Moses Carey, Jr.,
Alice M. Gordon, Stephen Halkiotis and Barry Jacobs
COUNTY ATTORNEYS PRESENT: Geoffrey Gledhill
COUNTY STAFF PRESENT: County Manager John M. Link, Jr., Assistant County
Manager Rod Visser, and Clerk to the Board Donna S. Baker {All other staff members will be
identified appropriately below}
ORANGE COUNTY BOARD OF EDUCATION MEMBERS PRESENT: Chair Brenda Stephens,
Vice- Chair Keith Cook and Board Members Delores Simpson, Libby Hough, Randy Copeland
and Betty Phelps-Davidson, Dana Thompson.
CHAPEL HILL- CARRBORO CITY SCHOOL BOARD OF EDUCATION MEMBERS
PRESENT: Chair Valerie Foushee, Vice-Chair Gloria Foley, and Board Members Nicholas M.
Didow, Elizabeth Carter, Lisa Stuckey, Edward Sechrist, Maryanne Rosenman, and
Superintendent Neil Pedersen
NOTE: ALL DOCUMENTS REFERRED TO IN THESE MINUTES ARE IN THE
PERMANENT AGENDA FILE IN THE CLERK'S OFFICE.
Chair Brown asked everyone to introduce themselves.
1. County/OCSICHCCS DiscussionlPolicy Issues
a. Chapel Hill Township Park and Educational Campus Update
Environment and Resource Conservation Director Dave Stancil gave a presentation.
He showed a map of the 193-acre campus that was purchased in 2001. The master plan work
group began meeting last year to begin developing the master plan. Activities of the work group
have included getting to know the site through tours and producing a document showing the
challenges and opportunities. Also, members of the work group have been asked to provide
them with a general sense of each community's needs. These needs have been incorporated
into the planning phase. In the last couple of months, they have discussed the Joint Planning
Area Agreement and the implications of this being in the transition area. They have also
discussed Carrboro's Northern Transition Area study. They have broken up into two
subcommittees. The goal is to refine the concept plan and then tie it together into a master
plan. The group will hold a public forum in June before issuing the master plan report.
Commissioner Gordon made reference to the environmental constraints and said
that there are some intermittent streams in the area and if they are disturbed, they have to be
re-vegetated. This makes the building envelopes a little different and adds more constraints.
b. Process for and Commitment of Resources to School Merger Analysis
John Link made reference to the hand out, the detailed school merger implication
listing of elements to be pursued in examining the pros, cons, and other implications of potential
merger of the two school systems. He said that the County staff is committed to providing as
much information on each of the elements as passible. He explained what each of the colored
items meant on the document. The topic tonight is what all parties can contribute to the merger
issue.
Commissioner Carey asked if the school boards had seen this document. John Link
said that they met with the Superintendents and school staff and they discussed how to work
together in responding to all of these elements. He hopes the school board members have
seen the list of elements.
Chair Brown asked John Link about the end product.
John Link showed a school merger study done by Research Triangle Institute for
Guilford County in 1985 and a smaller study done by Orange County in 1987. Both of the
studies were good. He also showed two other studies done in Cleveland and Durham Counties
that were not sa goad. If the County pursues consultants, then he thinks it would have to be
something like RTI. He said that the staff is just trying to generate as much information as
possible by the fall. He is comfortable doing this in-house, but if the boards want afull-blown
analysis of merger, then the RTI example is one to look at.
Valerie Foushee said that what is still vague is the time frame and the first status
report in June. She said that it would be helpful far the school board to know at what paint
these issues should be addressed to make the report timely. She made reference to Objective
2, Task A, and asked what defines appropriate public input.
Commissioner Carey responded from his perspective. He said that the Board has
not had the opportunity to discuss what appropriate public input would be until they get the
report and share it with the public in August. He said that the Board of County Commissioners
has never proceeded without public input before so it will continue its track record.
Jahn Link said that he would want to collaborate with the Superintendents to see
what elements could be addressed by the first reporting period by the end of June. The
financial impacts could be generated by the end of June but others will take more time. He said
that at the next Superintendent's meeting they could address as many of these elements as
possible.
Gloria Foley asked how long the other studies took to complete and John Link said
that the studies by the consultants took one year and the internal one with Orange County also
took at least one year.
Nick Didow said that he had a copy of the one done in 1987, but he could not recall
how many pages were in it. John Link said that it was about 200 pages in Orange County's
report. He said that he does not see the staff creating anything this large.
Elizabeth Carter said that they are concerned about the number of hours that would
go into this type of study.
Keith Cook said that he agrees that we would need to know about how long this
study will take. He would like to get a consultant to do this. He said that it seems that alot of
time is now being required by the school boards and that they have a lot on their plate now.
Randy Copeland asked if a four-month time frame would be sufficient to pull together
all of the information. John Link said that they would like to have a year but they would like to
adhere to Board of County Commissioners' time frame. This is an internally-driven time frame.
Randy Copeland suggested giving this mare time.
Dana Thompson asked if the past merger studies could provide a blueprint for our
study to shorten the time. John Link said that the RTI study addressed the issues in more depth
and he would like to strive towards this.
Dana Thompson said that whenever she has made a request of the County staff,
they have always worked with eagerness. She would hope that her board would show the
same eagerness in providing information. She urged all to go into this with eagerness.
Commissioner Halkiotis said that the Board did not approve this concept when it was
brought up by Commissioner Carey. The Board deferred it to a future discussion and there was
a significant discussion. This is a possibility of a Commissioner goal. He said that they were
very careful to state that they did not have any preconceived notion that they were heading
towards merger. He said that we need to be careful on haw we word this goal. The other
studies were done with the purpose of moving towards a merger. This is different - it is just a
goal and not a plan to merge.
Commissioner Carey asked about the school boards' estimate of time to accomplish
the elements listed on the sheet in the fuchsia color. He also asked if the previous studies were
done after a decision was made to merge the school systems, or if they were done to provide
information to help the County Commissioners and school boards decide to merge. He would
not feel compelled to duplicate the same kind of report that RTI did if it was done with the intent
of showing how to do it. This is a multi-step process.
Superintendent Pedersen said that he has more concerns about the questions than
the time. For example, under Educational Student Impacts, number 2, "An analysis of the
impacts that a possible merger would have on current class size and current curriculum offered
in both districts." He said that he has no idea about this. He thinks it would require the boards
working together to come up with an answer. He said that he does not know where to begin to
answer these types of questions.
Gloria Faley said that she appreciates that this is going to be used as an
investigational document, but she is concerned about the timetable. She is trying to understand
haw hard and fast these dates are.
Commissioner Halkiotis said that there is not enough time to even do the shortest
study. He said that this, as one the many goals of the County Commissioners, may or may nat
meet the timetable. He does not expect that all of these things can be done in this time period.
He is interested in hearing about the tax impacts and the long range benefits of merger. He is
trying to be realistic.
Commissioner Carey said that he thinks that this list of items is a collective document
done by the Board of County Commissioners and that some of these questions may not even
be able to be answered by an outside consultant. He suggested asking the staff to give it their
best shot within the established time frame.
Chair Brown said that what she has heard is if we had enough time, we would all
come together and come up with a really goad document. Time is a significant issue.
Delores Simpson said that since the idea of merger has resurfaced and now the
communities are becoming interested in this, she thinks we need to do the paperwork and get
the answers and have a Q&A forum with the community.
Chair Brown said that the Board of County Commissioners can discuss this again
and the timeframe could be extended with information gathered as we go along.
Jahn Link said that as the staff addresses those items on the yellow sheet, he would
share the interim report with all {elected officials and schoal superintendents}. He asked if the
school boards and superintendents would be willing to address the items under Finance and
Governance Implementation on the aqua sheet. He understands that some questions are
complex and it may well be that most of those items in fuchsia may have to be addressed in a
longer timeframe with the help of some outside source.
Valerie Foushee said that she does think that what the Manager has proposed is the
direction to begin and it does not seem as daunting a task.
Betty Phelps-Davidson said that one possible solution might be to give the school
boards two to three weeks to figure out what collaboration needs to occur between the districts
related to the questions. Her concern is that if they do not do meet together first and August
comes around, they may find themselves comparing apples and oranges.
Nick Didow asked that the staff and County Commissioners think about backing this
up one more step and looking at the yellow parts first, which would address the funding inequity
between the two school systems. If the County Commissioners are not ready to address the
funding inequity, then the rest of the study would not be worthwhile.
Chair Brown said that a lot of the information that Nick Didow made reference to
would be collected by staff. She is going to leave it up to the staff and let John Link meet with
the superintendents and discuss it. Also, the chairs of the school boards should meet together
and talk about collaboration in getting together the information.
c. School Collaboration Study
Rod Visser said that last fall the chairs of the three boards along with the
superintendents met with Phillip Boyle at the Institute of Government to discuss the possibilities
of looking at collaboration issues. The proposal is far the study that would be engaged in by the
Board of County Commissioners at a cost of $20,QOQ to examine some of the barriers with, and
opportunities of, collaboration. The Board of County Commissioners has talked about this and
no conclusion has been reached. There are some mixed feelings about the study.
Commissioner Jacobs said that one of the County Commissioners feels that it is
not something that we should spend $20,OQ0 on, one of them is supportive of proceeding, and
one of them wanted to see if the school boards were still committed to this process. He said
that they brought this issue to this meeting to get a sense from the two school boards about
whether or not they are committed to going forward with it. The County will be paying for the
study.
Gloria Foley said that they continue to support the desire to work on collaboration
with Orange County Schools and they also support this memorandum of understanding. She
said that a lot of the issues could be done in an impartial and systematic way that would
behoove them to do whether there is merger or nat.
Brenda Stephens said that they are also supportive of this.
Chair Brown said that she is concerned about the limited number of people that
would be involved. She asked how this process could be shared with other board members.
Dana Thompson said that she is concerned about Dr. Boyle's involvement
because he is a parent in the Chapel Hill-Carrboro City Schools and she is concerned about
whether this study could be free of any bias because of the association. However, she is
impressed with him and his work. This is her individual perception.
Chair Brown will have the Board of County Commissioners discuss this more.
d. Schools Adequate Public Facilities Ordinance Update
Craig Benedict said that every jurisdiction and district has approved at least one
version of the MOU of the SAPFO. Carrboro had an issue with how to address an over capacity
situation in the middle school level of the CHCCS. Over the last month a committee of
attorneys, planning directors, and school board representatives have met to discuss this issue
and some of the CIP issues. Another question of Carrboro was how CAPS system is
implemented. The staff has developed a workbook on how the SAPFO system works
technically once it is implemented. The minor changes will have to go around to all of the
jurisdictions one more time. The SAPFO could be implemented by May or June of this year.
Hillsborough also had questions about the impacts of Mebane and Durham on the Orange
County School district and the staff is drafting a letter to answer their questions.
Valerie Foushee asked about the funding for the CAPS administrator. Craig
Benedict said that part of this CAPS implementation process is put together in the workbook.
They have tried to put as much information upfront as possible. The majority of the work will be
at the local government level. When they send out the last letter they will try to elaborate on this
issue.
e. School Siting Initiative
John Link deferred to Commissioner Jacobs. Commissioner Jacobs said that he,
the Chair, and the Manager met today to talk further about this item. He deferred to the
Manager to go into the details of what was discussed. The attachment is 1-e.
John Link made reference to the last page and said that they want to identify by the
Assembly of Governments meeting the advantages of this type of collaboration. The idea is to
agree on identifying school sites proactively. The incentive would be that the County would
commit to funding the acquisition of school sites in the same way that it is proactively funding
the acquisition of conservation easements and land for the Lands Legacy program. The
acquisition of a school site would not be part of the whole school project as it is now. This was
what was discussed in the meeting today.
Commissioner Jacobs added that the municipalities have planning expertise and
familiarity with their awn land use planning. This would be a way to get ahead of the curve and
to develop a comprehensive plan. The next bond funding could also be the acquisition of
identified sites for future school use and get it out of the way. This would be a smoother, more
assured process. This would get the towns involved more and tap into expertise that exists in
the municipalities.
Chair Brown invited the school boards to the AOG meeting on the 29t" of April.
Commissioner Gordon made reference to the school/park reserve fund that was
one cent put aside on the tax rate every year to be used far the purchase of future school sites.
She said that the County has gradually gone away from this and now there is na money going to
this fund. Also, in the Schools and Land Use Council, they have discussed some of these
issues. Chapel Hill has a comprehensive plan that has identified school sites. Many of them
have been developed or are no longer suitable. There are not many sites left. Carrboro also
had school sites an their land use plan but the County purchased those Eubanks Road sites.
Hillsborough did not express interest because there is not a lot of area in their jurisdiction.
Orange County did discuss putting sites in the comprehensive plan. There were a number of
identified sites in Orange County and they generated an unfavorable reaction so it has not been
pursued further. She hopes that any new initiative would take into account these historical
paints and what kind of collaboration we have done in the past.
Keith Cook said that what the document covers is what the school boards have
done all along. He does not like that the document refers to them not being trained and having
a lack of understanding. He said that this is not fair. One of the authorities of school boards by
law is to site schools. He said that both school boards have put about ten schools an the
ground compared to one or two buildings that the County has built. The document is not
respectful and he asked that we be careful with the language.
Chair Brown said that we could move toward positive ways to look at collaboration
and refer it back to the school boards and to the Board of County Commissioners.
f. Need far Dialogue with Chapel Hill and Carrboro on Public Transportation for
Schools
Chair Brown said that she has heard many times about the need for public
transportation to the schools, particularly to address after school programs. She has spoken
with both mayors and the new transportation director in Chapel Hill and they were very open to
discussing the idea of expanding the transportation to all of the schools. She asked the school
board to talk this over.
Gloria Foley said that bath high schools have the desire to work with the
transportation and to have a representative from the schools on the Transportation Advisory
Committee.
Commissioner Jacobs left at 9:00 p.m.
2. Issues IdentifiedlPresented by Orange County Schools
a. School Nurse Funding
Brenda Stephens distributed a document. The Orange County Schools has a
nursing situation and they also do not have a nursing supervisor.
John Link said that they presented in the budget of 2001-2002 afour-year plan, and
last year they were not able to implement the second year because of the budget constraints.
His plan in his recommended budget is to reengage the plan this year.
b. 2003-04 Budget Process
Brenda Stephens said that they would like to know a timeline. Jahn Link said that he
and Interim Superintendent Williams did discuss in general the timeline of the CIP and operating
budget process at the last superintendent's meeting. He plans to have recommendations on
school budgets by May 19t". May 22"d is when the CIP budgets will be addressed.
3. Issues IdentifiedlPresented by Chapel Hill-Carrboro City Schools
Valerie Foushee said that they need updates an the High School Planning Task Farce,
the School Facilities Task Force, and the Schools and Land Use Councils Report. The most
pressing issue for the CHCCS is the acquisition of a third high school site and Nick Didow read
a statement, which is stated below:
"On behalf of the Chapel Hill-Carrboro City Schools Board of Education I would ask that the
official record of this evening's Joint Work Session, April 14, 2003, indicate the following:
"When asked to identify agenda items and issues pertaining to the Chapel Hill-Carrboro City
Schools, section number 3 on tonight's agenda, Superintendent Pedersen indicated to the
county manager that our highest school board priority this evening was far an opportunity
tonight to present and discuss with you our recent formal resolution identifying three properties
collectively known as the Rock Haven Road site, which is our decision as to the location of high
school #3 in the southern end of our District and to respectfully request the Orange County
Board of Commissioners to approve the purchase of these properties in an appropriate and
timely manner.
"This proposed agenda item was not included in matters we will review tonight. Rather, our
understanding is that this item has been deferred to the Board of County Commissioners work
session of April 24. We respectfully petition you for prompt and appropriate attention to this
important matter and we stand ready to provide any additional information or explanation as
may be helpful.
"A cover letter addressed to Commissioner Chair Brown, a copy of the formal resolution, and
background documentation including documentation of the need for additional high school
capacity, description and analysis of the site, a financing strategy, and a sample site concept
plan was hand delivered to Commissioner Chair Brown and County Manager Link on Friday,
April 11, 2003, so as to make it available to all Commissioners and county staff. We have met
the timeline you previously identified for us earlier this year.
"I would also again like to publicly express our appreciation for the advice and counsel provided
during the site search by Commissioner Gordon, who is the BOCC-designated liaison for us on
this project; for elected officials and staff from the Town of Chapel Hill and the Town of
Carrboro; and for key Orange County staff with wham we have worked closely and
constructively aver the past fifteen months of due diligence for site identification and site
assessment, site acquisition strategy, and financing strategy.
"It is our hope that all parties will continue to collaboratively work together to help us plan and
construct a third high school far the Chapel Hill-Carrboro City Schools that continues to raise the
level of excellence and community service for which this county is known."
Respectfully submitted,
Nicholas Didow, Chapel Hill-Carrboro City Schools Board of Education
Chair Margaret Brown said that last Friday the County received their proposal for the
third high school and it was faxed out to all County Commissioners. The staff is going to look at
it and come back at another work session so there will be ample time to discuss it.
Commissioner Halkiotis asked if there was a plan for a presentation on the 24th because
the maps were not clear on the fax. John Link said that they will have staff from Chapel Hill and
there will be representatives from the school board. Commissioner Halkiotis asked for a clean
copy of the maps.
All CHCCS board members agreed to attend the work session on the 24th
a. Task Farce Progress Reports
1. High School Planning Task Farce -Final Report
Rod Visser said that this group has been looking at potential sites for the third
CHCCS high school. They were looking at the properly on the east site of 15-501 that
ultimately did not work out. This is where the group left its work in November and the group felt
that it was finished.
2. School Facilities Task Farce -Progress Report
Rod Visser said that this group started meeting last May but has not met since
December. They worked with SAPFO issues and they will need to revisit issues of school
construction standards adopted by the Board of County Commissioners. There has also been
discussion about a different configuration for high schools {i.e., urban school setting}.
8. Schools and Land Use Councils Report
Commissioner Gordan said that in June 2002 the SLUC came up with
recommendations about the parameters of the Schools Adequate Public Facilities Memorandum
of Understanding. There were same changes and questions that were addressed in the fall.
4. County/OCSlCHCCS Informational Reports
a. Student Membership Projections
Rod Visser said that this is the product of the SAPFO MOU process that involves the
planners, school representatives, and attorneys getting together and looking at the November
15t" actual membership numbers each year, applying those numbers to the approved models,
taking an average of the student projection models, and putting them into charts. This becomes
the basis far capital planning for the subsequent year.
b. Clarification of CHCCS Student Population by Geographic Distribution
Steve Scroggs developed this. He shaved ascatter-gram. In 2006-2007, there will
be 1,041 students in grades 5-8 in the southern part of the district and 1,500 elementary
students. These are actual students in seats today.
With na further items to address, the meeting was adjourned at 9:25 p.m.
Margaret Brawn, Chair
Donna S. Baker
Clerk to the Board