HomeMy WebLinkAboutMinutes 06-12-2012 APPROVED 9/6/2012
MINUTES
BOARD OF COMMISSIONERS
BUDGET WORK SESSION
June 12, 2012
7:00 p.m.
The Orange County Board of Commissioners met for a Budget Work Session on
Thursday, June 12, 2012 at 7:00 p.m. at the Southern Human Services Center in Chapel Hill,
N.C.
COUNTY COMMISSIONERS PRESENT: Chair Bernadette Pelissier and Commissioners
Valerie Foushee, Alice M. Gordon, Barry Jacobs, Pam Hemminger, Earl McKee and Steve
Yuhasz
COUNTY COMMISSIONERS ABSENT:
COUNTY ATTORNEYS PRESENT:
COUNTY STAFF PRESENT: County Manager Frank Clifton, Assistant County Managers
Gwen Harvey and Michael Talbert and Clerk to the Board Donna Baker (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.
Commissioner Pelissier referred to handouts at the Commissioners' place:
-Green sheet-Vehicle Replacement- Internal Service Fund
-Yellow sheet— Markup-Markdown Information ( Available Fund Balance to Address Additional
Budget Initiatives of the Board for FY 2012-13 Budget)
1. Accept and Approve the Five Year Capital Investment Plan and Adopt the Capital
Proiect Budqet of$6,666,950 for the FY2012-13 County Capital Proiects Fund
Paul Laughton reviewed the Capital Investment Plan. He said that the County
Commissioners received a memo regarding the revised CIP pages. The financing changed on
page 33-34 and the communications systems improvements. There is a note on the schools
capital summaries. He said that the school facilities funding schedule must be guided by
SAPFO and a note has been added for reference.
Financial Services Director Clarence Grier made a clarification on the Eurosport soccer
field on page 49. Only $623,000 of this is from the County and the rest is from the partners,
bringing the total to $934,500.
Commissioner Jacobs said that there was some discussion about having a placeholder
about a community center on Rogers Road, and he thinks that this would be a capital project.
Frank Clifton said that it depends on the level of funding, but if the County
Commissioners want to reserve funding, it can be put in the CIP or the County Commissioners'
budget.
Commissioner Hemminger said that she thought it would be better to put it in the CIP
as a placeholder. She does not want to commit to moving the structure. If it is going to be
over $100,000, then she thinks that it belongs in the CIP.
Commissioner Yuhasz said that before the County Commissioners put money into a
capital fund for a community center, they need to have a discussion as a Board first and to at
least wait for a report from the task force.
Commissioner Foushee said that she does not care where they put it as long as they
reserve that amount of money. She said that the County Commissioners need to have a
serious discussion about the commitment of funding and how much for the Rogers Road area.
Commissioner Gordon said that she does not think they should commit to moving this
house yet. She referred to her handout, which indicated a possible approach to utilizing the
BOCC appropriation of$905,000; that is amount that was suggested in the Manager's
Operation Budget. In the handout, she suggested setting aside $120,000 in a reserve and
then waiting for the task force to report back in the fall. She does not want to make any
promises as to what it would be for, but that it would be for this area.
Commissioner McKee agreed with Commissioner Yuhasz and said that there is a task
force and the County Commissioners should earmark some funds for this project.
Commissioner Jacobs asked about the difference of the budgetary implications of
having it in the CIP versus the Board of County Commissioners' budget.
Frank Clifton said that the CIP is for governmental projects but if it is in the Board of
County Commissioners' budget, it is set aside there and they know what it is for.
Commissioner Jacobs asked about flexibility.
Clarence Grier said that it would depend on the funding. If it were in the CIP, there
would be funding in the general fund and it could be transferred later to the CIP or it could be
just put in the Board of County Commissioners' budget and transferred to the outside project
when needed.
Chair Pelissier suggested putting $120,000 in the Board of County Commissioners'
budget for the Rogers Road area. The Board agreed.
Commissioner Hemminger clarified that this is not for operating expense, but just for
capital expenses.
Commissioner Gordon suggested declaring the Board's intent to approve the CIP at the
next meeting. The Board agreed.
Transfer from General Fund $ 500,000
Transfer from County Capital Reserve $ 50,000
Transfer from County Capital Projects $ 623,000
Available Project Balance $ 450,000
Register of Deeds Fees $ 75,000
9-1-1 Funds $ 100,000
Contributions from Other Infrastructure Partners $ 311,500
Debt Financing County Capital $ 4,557,450
Total Funding Sources $ 6,666,950
Recommende
Projects d Funding
FY 2012-13
Emergency Services 510 Meadowlands $ 37,500
Northern Human Services Center $ 250,000
Seymour Senior Center $ 70,000
Southern Orange Campus (Future Planning) $ 300,000
Southwest Branch Library $ 50,000
Upfit of Link Government Services Center $ 25,000
HVAC Projects- Geothermal $ 1,759,200
Roofing Projects $ 165,000
Affordable Housing $ 170,000
Information Technology $ 950,000
Register of Deeds Automation $ 75,000
Whitted Building $ 295,000
Energy Bank $ 50,000
Viper Radio System $ 543,750
Communications System Improvements $ 292,000
Future EMS Stations $ 50,000
Blackwood Farm Park $ 50,000
Twin Creeks Park Campus Phase II $ 600,000
Joint Artificial Turf Soccer Fields-Town of Chapel Hill $ 934,500
Total Projects $ 6,666,950
2. FY2012-13 Annual Operation Budget Decision Items
Mark Up/Mark Down Items for the County's Annual Operating Budget and Outside
Agencies:
Clarence Grier said that the green sheet is information that Commissioner Yuhasz
asked for regarding vehicle replacement.
He made reference to the yellow sheet, Markup-Mark Down Information, and said that
the County recently appropriated $555,000 of fund balance. The savings from delaying the
revaluation is $350,000. The total additional funds available for the BOCC discretion fund is
$1,240,000.
Commissioner Gordon explained her handout, which recommended additional amounts
for several items. She said that she only included what she thought the County could fund,
which for school funding is $50 more per pupil. She also suggested full funding for the Dispute
Settlement Center, which would be $25,000 already budgeted plus $51,000.
Commissioner McKee said that there is breakdown page 119 in the notebooks for
Emergency Services. There is a proposal for an Assistant Fire Marshal starting January 2013.
There has not been a Fire Marshal since 2009 as a full-time position. He said that it is time to
go back to a full-time position. The cost would be an additional $21,432 for a full year. He
suggested not funding for a full year for the first year, but from January— June 2013. This
would be an additional cost of$10,716 for the first year, and then move back to a full-time Fire
Marshal position.
Commissioner Gordon suggested putting this amount in a reserve until the Emergency
Services Work Group reviews this proposal.
Commissioner Foushee said that this group is to sunset at some point and they
continue to add to the charge of the work group. She is concerned that the Board will
continually put off what the Board of County Commissioners has directed them to consider.
She wants to ensure that the County's relationship is collaborative and cooperative. She
wants the staff to bring forward a position description that is clearly defined and explains the
role of the position and that clearly identifies the expectations of this person.
Commissioner Yuhasz said that if they are going to identify this position, then the funds
need to be identified as well.
Commissioner McKee said that the work group's goals have been set and this is not
one of them. He said that the Board of County Commissioners sets the parameters of this
position, by law. Chair Pelissier agreed.
Commissioner Gordon said that she accepts Commissioner Foushee's and
Commissioner McKee's comments, but there has to be a way that staff reviews this position
and to vet this properly.
Commissioner Jacobs said that this has been done before —funding a position mid-
year. He suggested doing this the way it was done before.
Commissioner Jacobs said that he wanted to add to the library funding $66,500 to add
8 hours at the central library.
Commissioner Yuhasz agreed with Commissioner Jacobs.
Library Services Director Lucinda Munger said that this amount would be strictly for
additional operating hours for the central library.
Frank Clifton said that this total would need to be $82,460 since Chapel Hill Library gets
a portion.
Commissioner Hemminger asked to add $10,000 to the scholarship fund through Social
Services for sports and camps for children.
Commissioner McKee seconded both Commissioner Jacobs' and Commissioner
Hemminger's comments regarding the additional funding for the scholarships.
Commissioner Foushee agreed with Commissioner Hemminger.
Commissioner Foushee said that she had two requests. She said that she hoped that
staff listens to the County Commissioners' requests. She asked that enough money be set
aside so that employees are not experiencing more out of pocket healthcare expenditures.
She said that she has heard that employees would prefer higher premiums rather than out of
pocket expenses. She said that she also does not want to forget the post-employment
benefits. She does not want to seriously hurt this reserve fund.
Commissioner Yuhasz asked that when self-insurance is considered that all of these
issues become part of the discussion.
Commissioner Jacobs agreed and said that he hopes that there would be a survey of
employees with neutral questions before the discussion.
Commissioner Jacobs suggested adding $1,000 for Freedom House.
Commissioner Yuhasz said that the County Commissioners have talked over the last
few years about having a meeting room or a study and he would like to see some funding set
aside to work on a meeting room. He asked if there was any money allocated for this.
Commissioner Jacobs asked Paul Laughton about money left over from the Link Center
upgrade so far and he said that the current cash balance in the project is $16,071. In the CIP,
there is $425,000 of possible alternative financing that the Board has not approved yet.
Commissioner Jacobs suggested putting this item on a work session agenda in the fall
and establishing criteria and charging someone to bring back and analysis. He is not
suggesting adding money at this time.
Frank Clifton said that the project for the Link Center was to be about $1 million but the
County Commissioners have not allocated any money yet for that.
Commissioner McKee echoed Commissioner Jacobs' comments to discuss this at a
work session in the fall.
The Board then declared intent on the additional items.
Dispute Settlement Center $51,000 - yes
Fire Marshal $10,716 - yes
8 hours additional at Central Library $82,460 3-Commissionrs voted yes for additional
8 hours, 4-Commissioners vote no for additional 8
hours
$51,460 yes
Social Services —
additional athletic scholarships $10,000 - yes
Freedom House � $1,000 - yes
Rogers Road $120,000 - yes
Total so far $244, 176
Remaining is $1,015,824, which equates to $51.56 additional per-pupil
If the per-pupil is rounded to $52.00, an additional $8,576 would be needed to balance
• Funding for Chapel Hill Carrboro City Schools and Orange County Schools
Frank Clifton said that $2.8 million of this year's allocation to schools is a one-time
savings for debt service.
Clarence Grier made reference to the scenarios at the County Commissioners' places
for if the Board chooses to raise the per-pupil allocations. He said that $1.7 million went to
current expense and the other million went to pay-as-you-go capital. He went through the tax
rate scenarios and the increase in revenue for various tax rate increases. The CHCCS district
tax could be decreased to balance out the increase.
Paul Laughton went through the handout with scenarios to get to 48.1% of the general
fund to the schools.
Chair Pelissier asked the Board if they agreed with the $52.00 per pupil. The Board
agreed to show its intent to add an additional $52.00 per pupil to the recommendation.
Commissioner Jacobs said that he does not think it is enough.
Commissioner McKee asked about the unfunded liabilities for employees. Clarence
Grier said that it is $3 million to fully fund one year of this liability.
Commissioner McKee asked if these actions taken tonight affected that $3 million and it
was answered no. He asked if they could reduce that fund by $250,000 and transfer it to
education and Clarence Grier said yes.
Commissioner McKee said that he thinks that the County Commissioners can find some
more money for education.
Commissioner Gordon said that she is willing to go to $65.00 per pupil.
Commissioner Yuhasz said that he is concerned about how they are funding the
schools this year, because the more the funding is increased, the greater the divide will be
next year.
Commissioner Foushee agreed with Commissioner Yuhasz and said that the General
Assembly is not filling any gaps. She said that whatever funding is done this year will have to
be a continuing budget next year. There will have to be a tax increase if this funding is
continued next year.
Commissioner Hemminger agreed with Commissioner Foushee's concerns.
Commissioner Yuhasz said that the revaluation has been put off for two years, and the
County is still facing the possibility that property values may decrease and taxes will have to be
raised.
Commissioner Jacobs said that the County has the highest fund balance in its history
and has set aside $3 million for the post-employment health insurance, but the legislature is
attacking education. He said that now is the time to use the rainy day fund.
Chair Pelissier said that the County Commissioners need to take into consideration that
through the last few years they did not cut operation budgets for the schools at all. She said
that the County cannot fill all of the gaps in state funding cuts. She said that the school boards
also have fund balances that they can use.
Commissioner McKee said that he wants to get as much value as possible for every
dollar spent on education. He said that this amount of money from the reserve fund is not a
huge amount of money. He would like to see the additional $65 per pupil.
Frank Clifton clarified that this included taking money out of the post-employment
insurance.
Commissioner Yuhasz verified that all of the additional funding could be taken out of
the fund balance without affecting the fund balance target.
Commissioner Foushee suggested an intent to support an increase in the per-pupil
allocation of$65.00 if the remaining monies are taken from the County's fund balance and that
the post employment reserve stays at $3 million.
The Board agreed.
Commissioner Yuhasz said that he is not very enthusiastic about this because of the
expectations that will be raised for next year.
• Tax Rate Decisions
The Board agreed on the following tax rates, which were the same rates as last year,
unless otherwise noted:
i. Ad Valorem Tax- 85.8
ii. Chapel Hill Carrboro City Schools Special District Tax- 18.84
iii. Fire District Tax Rates- all stay the same but Orange Grove, which will go
to
.05.
3. Break (to allow Finance and Administrative Services Director to formulate Draft
Resolution of Intent to Adopt FY 2012-13 Budget)
There was a break from 8:36 p.m. until 9:04 p.m.
4. Resolution of Intent to Adopt FY 2012-13 Annual Operating Budget
• Approval of Resolution of Intent to Adopt FY 2012-13 Annual Operating Budget at the
Board of County Commissioners Regular Meeting on June 19, 2012
Clarence Grier read the Resolution of Intent to Adopt the 2012-12 Orange County Budget:
Resolution of Intent to Adopt the 2012-13
Orange County Budget
The items outlined below summarize decisions that the Board acted upon June 12, 2012 in
approving the intent to adopt the FY2012-13 Orange CountyAnnual Operating Budget.
WHEREAS, the Orange County Board of Commissioners has considered the Orange County
2012-13 Manager's Recommended Budget; and
WHEREAS, the Commissioners have agreed on certain modifications to the Manager's
Recommended Budget as presented in the 2012-13 County Manager's Recommended Budget
on May 15, 2012;
NOW THEREFORE BE IT RESOLVED, that the Orange County Board of Commissioners
expresses its intent to adopt the 2012-13 Orange County Budget Ordinance on Tuesday,
June 19, 2012, based on the following stipulations:
1) Property Tax Rates
a) The ad valorem property tax rate shall be set at 85.8 cents per $100 of assessed
valuation.
b) The Chapel Hill-Carrboro City Schools District Tax shall be set at 18.84 cents per
$100 of assessed valuation.
c) The Fire District tax rates shall be set at the following rates (all rates are based on
cents per $100 of assessed valuation):
• Cedar Grove 7.36
• Chapel Hill 7.50
• Damascus 5.00
• Efland 4.66
• Eno 5.99
• Little River 4.06
• New Hope 8.95
• Orange Grove 5.00
• Orange Rural 5.61
• South Orange 7.85
• Southern Triangle 5.00
• White Cross 7.00
2) County Employee Pay and Benefits Plan
Provide a County employee pay and benefits plan that includes:
a. Cost of living and merit increase equating up to 3% in compensation.
b. Funding to address an employee health insurance increase up to 23.0%,
effective January 1, 2013.
c. Increasing the Living Wage to $10.97 an hour.
d. Implementing recommendations of the County's FY 2011-12 internal
Classification and Pay studies.
e. Extending the six-month hiring delay and the voluntary furlough program.
f. Continuing the $27.50 per pay period County contribution to non-law
enforcement employees' 401(k) accounts.
g. Change the service requirement for employees to be eligible for full funding of
post-employment Health Insurance benefits from 10 years of County service to
20 years of consecutive County service as a permanent employee beginning
with all new hires on or after July 1, 2012.
h. Change the County allocation for reimbursement of post-65 Medicare cost to
50% for employees hired on or after July 1, 2012.
3) Modifications to County Manager's FY 2012-13 Recommended Annual Operating
Budget
The following modifications to the County Manager's Recommended Budget are made:
Revenues Increase Decrease
Manager's Recommended Revenue Budget $178,478,100
Appropriated Fund Balance $1,524,676
Total Revenue Changes $1,524,676 $0
Revised Revenue Budget 180,002,776
Expenditures Increase Decrease
Manager's Recommended Expenditure Budget $178,478,100
Additional Funding to Dispute Settlement Center $51,000
Additional funds to budget for Fire Marshal position $10,716
Additional Library funding (additional 4 hours/week at Central Library) $51,460
Scholarship Fund through DSS $10,000
Additional funding to Freedom House $1,000
Reserve for Rogers Road Community Center $120,000
Increase Per Pupil Funding ($65 per pupil) $1,280,500
Total Expenditure Changes $1,524,676 $0
Revised Expenditure Budget $180,002,776
4) Changes in Funding to Improve Service Delivery (Increase in FTE Approved)
Department Position Effective Date FTE Change
Emergency Senrices Assistant rire n�arsnai January 1, 2013 1.000
Emergency Senrices Telecommunications July 1, 2012 2.000
Emergency Senrices Telecommunications January 1, 2013 2.000
Emergency Senrices Paramedics October 1, 2012 6.000
Finance and Administrative Grants Accountant/Internal Auditor July 1, 2012 1.000
Senrices
Finance and Administrative �sk Manager July 1, 2012 1.000
Senrices
Health Property De�,elopment Specialist July 1, 2012 0.500
Health� Dental Hygientist July 1, 2012 0.500
Planning and Inspections Property De�,elopment Specialist July 1, 2012 0.500
Tax Administration Systems Analyst July 1, 2012 1.000
Tax Administration2 Office Assistant II (2 year time limited) July 1, 2012 1.000
5) General Fund Appropriations for Local School Districts
The following FY 2012-13 General Fund Appropriations for Chapel Hill Carrboro City
Schools and Orange County Schools are approved:
a) Current Expense appropriation for local school districts totals $62,389,900 and equates
to a per pupil allocation of$3,167.
1) The Current Expense appropriation to the Chapel Hill Carrboro City Schools is
$38,368,205.
2) The Current Expense appropriation to the Orange County Schools is
$24,021,695.
b) Recurring Capital appropriation for local school districts totals $3,000,000
1) The Recurring Capital appropriation to the Chapel Hill Carrboro City Schools
totals $ 1,845,000.
2) The Recurring Capital appropriation to the Orange County Schools totals
$1,155,000.
c) Long Range (Pay-As-You-Go) Capital appropriation for local school districts totals
$3,724,849.
1) The Long-Range (Pay-As-You-Go) Capital appropriation to the Chapel Hill
Carrboro City Schools totals $2,290,782.
2) The Long-Range (Pay-As-You-Go) Capital appropriation to the Orange County
Schools totals $1,434,067.
d) School Related Debt Service for local school districts totals $15,352,784.
e) Fair Funding appropriation for local school districts totals $988,000. This
appropriation is to be split 50/50 between Chapel Hill Carrboro City Schools and
Orange County Schools.
f) Additional County funding for local school districts totals $1,907,394.
(1) School Health Nurses —Total appropriation of$683,706 with $451,651
allocated for Chapel Hill Carrboro City Schools and $232,055 allocated for
Orange County Schools.
(2) School Social Workers —Total appropriation of$692,283 allocated in the
Department of Social Services to provide School Social Workers to Orange
County Schools.
(3) School Resource Officers —Total appropriation of$531,405 allocated in the
Sheriff's Department to provide School Resource Officers to Orange County
Schools.
6) County Fee Schedule
To adopt the County Fee Schedule to include changes included in the FY 2012-13 Manager's
Recommended Annual Operating Budget.
The BOCC agreed to the Resolution of Intent and will formally adopt this resolution at
their June 19, 2012 BOCC regular meeting.
Clarence Grier thanked the budget staff.
A motion was made by Commissioner McKee, seconded by Commissioner Jacobs to
adjourn the meeting at 9:16 p.m.
VOTE: UNANIMOUS
Bernadette Pelissier, Chair
Donna S. Baker, CMC
Clerk to the Board