HomeMy WebLinkAboutMinutes - 20060608APPROVED 9112/2006
MINUTES
ORANGE COUNTY BOARD OF COMMISSIONERS
BUDGET WORK SESSION
June 8, 2006
7:30 p.m.
The Orange County Board of Commissioners met for a budget work session on
Thursday, June 8, 2006 at 7:30 p.m. at the Southern Human Services Center in Chapel
Hill, North Carolina.
COUNTY COMMISSIONERS PRESENT: Chair Barry Jacobs and Commissioners
Moses Carey, Jr., Valerie P. Foushee, Alice M. Gordon, and Steve Halkiotis
COUNTY COMMISSIONERS ABSENT:
COUNTY ATTORNEY PRESENT:
COUNTY STAFF PRESENT: County Manager John M. Link, Jr., Assistant County
Managers Rod Visser and Gwen Harvey and Deputy Clerk to the Board David Hunt {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. Chair Review of Schedule and Topics
Chair Jacobs went through a few items at the Commissioners' places. There
was an MSNBC.com article from Lisa Stuckey and Dr. Pedersen, two PowerPoint
presentations from the school systems, a report on the recommendations of the Fair
Funding Work Group, two handouts from the CHCCS about school health and safety
resources, a handout on per pupil allocations to each district, and a handout about
annual debt service projections and the annual debt service capacity.
He made reference to Appendix Table 8. This table is North Carolina's total
operations general fund since 1970. The first column has the percentage of money
spent for public schools. Since 1972-1973, it has been on a steady decline as a
percentage, and it is now down to 41.1 °~ as of 2000-2001, which was the last year this
information was available. He said that Orange County is doing better than the State in
funding the schools with 48% of its budget. He said that the County Commissioners
were asking the citizens to raise the property tax every year primarily to pay for public
education.
2. School Budgets and CIP
- County Manager Comments
John Link pointed out the basic facts of his recommendation on education in the
proposed budget. He recommended $79.8 million total for both school systems, which is
48.4% of the total general fund and an increase of $7.6 million that includes operating,
capital, and debt service on capital. He recommended a per pupil of $2,957, which is a
$161 increase. The total recommended current expense for CHCCS is $33.1 million and
for OCS, $20.6 million. This is an increase for CHCCS of $2.7 million and for OCS, just
over $1 million. This is based on the number of students in each system.
He said that in his presentation of the budget, he wanted to make sure that there
was enough money to address the Governor's recommendation on the increase of
salaries for teachers and certified staff. He also recommended $800,000 as a reserve
fund by which the Board could address either out of the per-pupil ideas (funding SRO's,
social workers, nurses} or any other issues.
-CHCCS Superintendent and Board of Education Presentation
CHCCS Board Chair Lisa Stuckey made some general comments. She said that
there has been a lot of media hype about the global economy and about U. S. high
schools recently. She made reference to the article she distributed about North Carolina
high school reform. She said that the economy is changing and North Carolina is losing
manufacturing, agricultural, and furniture industry jobs to foreign countries. Work for the
uneducated has also become so low-paying that it cannot provide a decent living. She
said that they must graduate every student with either sufficient skills to obtain a good
job, ar prepare far college; and they must graduate students who are ar will became truly
world class and able to pursue careers that will make the economy competitive. She
said that they could not afford to maintain the status quo, but they must move forward to
meet student needs and raise achievement. She said that the Manager's recommended
budget covers their match of the State proposed teacher pay raises and some of their
cast increases, but it does not provide sufficient funds for them to stay even. It does not
provide funds for growth to implement the new high school schedule or to open Carrboro
High School. They believe that the community supports the efforts to move forward and
the budget request outlines the needs. She pointed out that traditionally the special
district tax has been used to support the opening costs of new schools.
She said that their board voted to support funding outside of the per pupil
allocation for health and safety, so they are pleased with the Manager's recommendation
and the Fair Funding Work Group recommendation. She encouraged the Board to move
forward with this initiative.
Superintendent Neil Pedersen made a PowerPoint presentation. He said that the
community has high expectations of the schools. He said that, as they look at the
district's performance there are some indicators of which they can be proud and others
that confirm that they have much work to do. They have made significant strides with
African American students in reading and math at the elementary school level. The high
school level results are more mixed. Recently, the stakes have increased on the EOG
tests and students must pass the four exams in order to graduate from high school,
starting with next year's freshman class.
CHAPEL HILL-CARRBORO CITY SCHOOLS
Board of Education's 2006-2007 Budget Request
To the Orange County Commissioners
June 8, 2006
Student Progress Report
Reading EOG Percent Proficient (chart)
Math EOG Percent Proficient (chart}
English I EOC (chart)
Biology EOC (chart}
Other Highlights
- 176 National Board Certified Teachers representing 20°~ of the district teachers
- 1185 average SAT score for 2005-06
- 26 National Merit Finalists
- 6 State Championships in 5 different sports
- 4 Odyssey of the Mind Teams qualified for the International Championships
- 5 high school students to compete on the U. S. Physics team
Cast of the New High School Schedule
- 17°~ increase in availability of classes to students
- 3,500 high school students wlone additional class period
- Maximum teacher class load is 125 students
0 3,500 students with 1 more period per day divided by 125=28 new
teachers
- Budget request for only 8 new teaching positions
High School Reform
- Students able to meet new high school requirements
- Students able to explore more electives
- More assistance to students during the day
- More opportunities for professional collaboration during the school day
Local Impact of Governor's and Senate's Proposed Salary Increases
Local Staffing
310 Certified
371 Non-Certified
681 Total
- Salary and supplement for locally paid staff
- Local budget funds the supplementary pay for all staff
- New state positions received from student enrollment growth require additional
local supplement
- Must budget for the Governor's November pay increase to certified staff; covered
by the state for only 2005-06
Fiscally Responsible
Restored Local Fund Balance
- Implemented spending constraints such as restricting professional development
and out-of-state travel
- Froze vacant positions for the whole year ar a part of the year
- Reduced number of approved substitute requests
Undesignated Local Fund Balance History (chart)
Implemented Cost Savings Strategies
- Down 20 Energy Savings Program - a $2,000 investment has yielded $180,000
in savings
- Implemented Segal Recommendations - $423,000 recovered -majority of
savings were from capital projects
- Privatization of Child Nutrition Services and Custodial Services ($90,000 in
savings}
- Reduced outsourced printing - $10,000 in savings
Subsidy for Child Nutrition Services
- District has a 16% free and reduced lunch rate the lowest in the state
Board supports maintaining reasonable meal prices for students: prices
increased by 25 cents
Budget Shortfall from Manager's Recommended Budget
Requested Budget Amount Shortfall
Salary Increases 2,426,852
Growth (positions and supplies} 348,862
Continuation of Current Services 848,431
Opening Carrboro High School 396,666
SUBTOTAL 4,020,811 (902,875)
Implementation of 7-Period Day 564,314
SUBTOTAL 4,585,125 (1,467,189}
All Other Requests 705,732
TOTAL REQUEST 5,290,857 2,172,921
Manager's Budget Provides 3,117,936
Potential Cuts to Cover Shortfall
Deletion or Reductions in New Budget Items:
- Classified Pay Raise (Reduce from 5% to 4°~) 110,000
- Middle School Teaching Positions (4) 245,424
- After School Proficiency Program Expansion 51,000
- Athletic Task Force Recommendations 10,000
- Data Warehousing 75,000
- Wellness Program Expansion 9,000
- Academic Assessments 29,150
-Client Assessment 27,750
- Dual Language Instructional Materials 10,000
SUBTOTAL 567,324
Proposed Reductions in Continuation Budget
- Reduction of Daytime Custodians 290,000
- Reduction of .5 Clerical Position -each elem. 140,000
-Maintenance Positions {2) 85,000
- Reduce Gifted Ed. Spec. to 1 per elem. School 240,000
- World Language -reduce 4 teacher positions 240,000
- Proficiency Specialists (reduce contract period} 39,000
- Utilities 35,000
- New Teacher Vouchers -Instructional Expenses 15,000
- Support Services Travel 8,000
- Support Services Supplies 4,900
- AIG Program Supplies 20,000
- Arts Education Supplies 50,000
- Character Education Supplies 16,000
- High School Reform Professional Development 25,000
- Professional Development 200,000
- Technology Funding Supporting Re-fresh Prog. 50,000
Subtotal 1,477,990
Grand Total of Potential Cuts 2,045,224
District Tax
3% increase in the district tax base = $419,194
8% increase in costs associated with the district tax = $1,117,850
Difference $698,656
Equivalent to .92 cents on the district tax rate
CAPITAL INVESTMENT PLAN 2006-16
Overall support for existing facilities is declining (graph)
SAPFO and CAPS -the need far facilities is clear (chart)
- The denial of CAPS based on elementary growth could begin next school year
and would continue for three years
- This chart assumes no spikes in elementary growth, any further increases in
elementary growth will only shorten the time frame
Elementary #10 -Reductions have been made!
- Reductions in square footage
- Reductions in furniture and equipment
- Reductions in professional fees
- Reduction in contingency
- Reduction in technology
- $9,302,023 short
- Growing $1,100,000 every year
- Can it be open in 2008?
Unfunded Projects -Building projects now will save money
- Funding for Elementary #10 is presently at $12.8 million, a shortfall of over $9
million. Inflation for every year the school is delayed could increase costs over
$1.1 million per year.
- No other projects are presently funded, elementary #11 or middle school #5.
Those schools will be needed sooner rather than later.
Superintendent Pedersen thanked John Link and Rod Visser for going through
this budget process for the last time. He said that they do not ever get all that they ask
for, but they are always treated respectfully and in a professional manner.
-CHCCS and County Dialogue
Chair Jacobs said that the Board would be working on a letter to the Chair of the
CHCCS Board responding to the concerns about when Elementary #10 could be built.
This is why he handed out the debt service information.
Commissioner Gordon asked about denying CAPS and Steve Scroggs said that
if the growth continues at the current rate, they would on November 15, 2007 start
denying CAPS.
Commissioner Gordon made reference to the debt capacity and when they could
afford to build Elementary #10 and said that the Board has not approved a debt issuance
schedule far awhile. She would like to discuss this as a Board.
Commissioner Halkiotis thanked Lisa Stuckey for sharing the article from
Newsweek. He felt very good about the fact that several County and school
representatives visited Guilford Technical Community College five years ago and
learned about the concept of middle college. He said that the article was very
frightening to see Mike Easley portrayed as an education governor.
Commissioner Halkiotis said that he has had concerns all along about subsidies
for child nutrition. He said that he remembers reading that CHCCS used fund balance to
nip away at some large deficits in the child nutrition program. Superintendent Pedersen
said that when their audit was completed, they found that they were running a deficit and
they had to balance it out. They did appropriate about $460,000 of fund balance to take
care of the deficit.
Steve Scroggs clarified that the amount was for three years of accumulated
deficit.
Commissioner Halkiotis acknowledged that this is a tough decision because
CHCCS does not have the numbers of free and reduced lunch eligible children that
would provide reimbursements, yet they need to feed kids healthy meals. There will still
be challenges, even with raising the cost 25 cents.
Commissioner Halkiotis said that he remembers hearing Steve Scroggs talk
about an in-house energy savings program. He was hoping to get some information
about this and how they accomplished an $180,000 in savings from a $2,000
investment.
He asked about the expected utility increases of $274,000. He would like to see the
whole utility picture. He would also like to see information about the $423,000 savings
from the Segal recommendations, specifically the projects and categories of the savings.
Commissioner Halkiotis said that it seems that in the whole budget document,
the school system is trying to play catch-up. Steve Scroggs said that they have had the
same old challenges and many things have been under-budgeted for years and to ask
for it all at once would be unreasonable. Regarding the utilities, they have been under-
budgeted for years, so even though they have saved money, they still need money to
catch upon what has been under-budgeted.
Commissioner Halkiotis asked about the possibility of the County and either
school system or both school systems partnering for copying contracts.
Commissioner Halkiotis made reference to "Potential Cuts to Cover Shortfall" and
said that he had a meeting with the Qurham Tech representatives this week and he
asked Dr. Wynn how many students they had from OCS and CHCCS and the number
was not that great. He said that last year OCS requested $65,000 in transportation
casts and he learned that the students ended up driving themselves. He asked if middle
college was going to make it or if they should just forget about it.
Superintendent Pedersen said that they were hoping after this first year that it
would grow. He suggested distributing the article in the packet to all parents of potential
middle college students. He thinks that it will work and take off. He knows that
transportation is a huge barrier. They were supposed to have 25 students last year, but
there were only eight.
Commissioner Halkiotis asked about the estimated cost for middle college for
CHCCS and Superintendent Pedersen said that this year it would be about $75,000.
They only budgeted $20,000 for transportation and the transportation costs are minimal.
Commissioner Halkiotis asked for clarification and what exactly both school
systems have with school nurses, social workers, and resource officers so that they can
get a handle an opportunities for possible equity in this area. He made reference to
Appendix D8, School Health Nurses. He read the columns, "Funded by CHCCS Local
Funds - $180,000; Funded by Orange County - $338,000; Funded by other agencies
such as State or Towns - $463,000" with a total of $982,000. He asked about other
agencies and verified with Superintendent Pedersen that this was State money.
Commissioner Halkiotis said that he thinks some people were surprised to see
the total funding far school nurses coming in at $1.6 million for bath school systems. For
social workers, there are six positions funded by CHCCS at $440,230; $0 funded by
Orange County; and nine positions funded by other agencies at $484,429 for a total of
$924,659. He pointed out that total funding for this area in both school systems is $1.35
million. Regarding Schaol resource officers, he asked if CHCCS has been receiving
assistance from Carrbaro and Chapel Hill and if this assistance was going to disappear.
It was answered yes. He read the numbers for this item. There is $178,000 funded by
CHCCS, $0 funded by Orange County, and $178,000 funded from other agencies (Safe
Schools money). He asked about the total amount from Safe Schools money and
Superintendent Pedersen said that it was on the sheet that they handed out.
Commissioner Carey asked how much the total subsidy was for the nutrition
program and Lisa Stuckey said $122,000. At this time, meals at the high schools are
$2.45 and at the elementary schools are right at $2.00.
Lisa Stuckey said that they have also negotiated with the Tawn of Chapel Hill to
put the SRO's on a 10-month salary.
Superintendent Pedersen said that the high school SRO's continue to work 12
months. The middle school SRO's were working 12 months because that was the
contract that was offered.
Commissioner Halkiotis said that it is everyone's responsibility to make sure
people are safe.
Chair Jacobs made reference to page eight of the Manager's recommended
budget and the shortfall where it says that the Manager's budget provides $3.118 million.
He asked if this counts the outside the per pupil of $400,000 and Superintendent
Pedersen said no.
Chair Jacobs said that there will be a presentation at the June 27th meeting from
the principal of the middle college and this will be an opportunity to go commercial with
this opportunity.
Chair Jacobs said that last year at this time they talked about working together
on computer purchases. He urged that there at least be a conversation about whether
there would be any benefit in working together.
Commissioner Gordon made reference to the chart, Overall Support for Existing
Facilities is Declining, and asked if this was the alternative financing for alder schools
that they are worried about. Superintendent Pedersen said that in general it is providing
funding to renovate and upgrade the current and aging facilities. He said that the
funding for maintaining buildings is flat at best.
Commissioner Gordon asked how much of the pay as you go funds were used
for High School #3. Steve Scroggs said $1.4 million through 2007-08. The final billing
cycle will be 2008-09.
Chair Jacobs said that the County has in its budget money to study and update
the impact fees.
- OCS Superintendent and Board of Education Presentation
Chair Randy Copeland and Superintendent Carraway made this presentation.
Randy Copeland said that they are facing some unique challenges this year with
the building of Gravelly Hill and opening the new alternative school. He asked the Board
to give due consideration and do the right thing for the students.
Superintendent Carraway made the PowerPoint presentation. She said that the
level of funding provided by the Board of County Commissioners has exceeded funding
received by many other counties across the state. She said that as they prepared the
budget, the school board and staff looked critically at the needs clearly indicated from
the work done on the strategic plan, the Middle School Task Force Report, the action
plan for that report, and the High School Reform Task Force Report and its subsequent
action plan. These three reports, along with the Grumet Report commissioned by the
Board of County Commissioners, when aligned, validate the needs in the budget.
Orange County Schools
2006-2007 Budget Request
VISION STATEMENT
Orange County Schools will be a leader in ensuring academic success and in
preparing students to be responsible citizens in a diverse world.
MISSION STATEMENT
Orange County Schools will provide challenging and relevant educational
opportunities for students of all ability levels in a safe school environment. Through
caring relationships with highly qualified staff and partnerships with the community, we
will ensure that our students demonstrate high achievement and the skills necessary to
function as lifelong learners and responsible citizens in a competitive, ever-changing
global society.
SYSTEM PRIORITIES
High Student Performance
Healthy Students in Safe, Orderly, and Caring Schools
Quality Teachers, Administrators, and Staff
Strong Family, Community, and Business Support
Effective and Efficient Operations
Critical Factors
Driving the Orange Gounty Schools
2006-07 Budget Request
Critical Factor 1:
The Dropout Rate
• OCS dropout rate increased in 2Q04-05 to 4.93% (from 4.57%}
OCS dropout rate is higher than the state average
"The higher dropout rate in OCS is a matter of concern and raises questions about
the district's capacity to provide intensive support to students who are having
difficulty. "
--Educational Excellence Workgroup Report
Stn grade -The Problem Year
• Nationwide, the rate at which 9t" grade students don't get to 10t" has tripled in the past
3Q years
* North Carolina has one of the nation's worst attrition rates between 9t" and 10t" grade
• Of the 19,000 NC high schoo
graders.
The 9th grade problem in OCS
2004-05
9~ grade 9t grade
Month 1 Month 9
720 students 678 students
I dropouts who quit last year, more than 113 were 9t"
2005-06
10t g e
Month 1
603 students
We lost 16% of our students who enrolled as 9t" graders by the time they should have
started 10t" grade.
• Of the 109 high school students who dropped out of Orange County Schools in 2004-
2005, 48 of them were 9t" graders.
44% of our dropouts were 9th graders
27% were 10t" graders
19°~ were 11t" graders
10% were 12t" graders
What happens when students don't graduate
• National unemployment rate: 5.1 °~6; unemployment rate far dropouts: 53%
• Nearly 80°~ of individuals in prison do not have a high school diploma.
• Average earnings for high school dropouts: $18,734 (Avg. earnings for those with
education beyond high school: $56,856}
To Address the Dropout Rate
• 2 Freshman Academy Teachers
• Language Arts/Social Studies Specialist
• Psychologist
• 3 AVID Teachers
• PAAS Social Studies Teacher
• 2 JROTC Teachers
• Central MICASA After School Program
• AUID Supplies and Materials
* JROTC Supplies and Materials
• Literacy Support
Freshman Academies
• Help reduce dropouts
• Increase attendance
• Raise test scores
• Improve behavior
• Increase the # of promotions to 10t" grade
AVID: Advancement
Via Individual Determination
• 5th -12th grade program to prepare students in the academic middle for 4-year college
eligibility
• National avg. for 4-year college enrollment: 35°~
• AVID's national avg. for college enrollment: 77% in 4-year colleges; 17°~ in
community colleges
JR(~TC
Goals:
• Develop leadership
• Promote citizenship
• Graduate from high school
• Communicate effectively
• Improve physical fitness
Compared to peers, JRC~TC students have:
• Higher GPAs
• Higher SAT scares
• Fewer absences & infractions
• Lower dropout rates
Critical Factor 2:
Student Achievement
• Decline in Achievement at Grade 6
• Achievement Gap
• Increasing Requirements
(charts)
Student Achievement -
Math and Science
• By 2008, technology-driven economy will add 5.6 million jobs in the health sciences
and computer industries that will require science and math skills.
• Since 1975, the U.S. has dropped from 3~d to 13th in the world in the proportion of 24-
year-olds who hold science or engineering degrees.
• Asian universities produce about 6 times as many engineering degrees as do U.S.
institutions of higher learning.
Student Achievement -Science
• Beginning in the spring of 2008, North Carolina will begin administering End-of-Grade
Tests of Science in grades 5 & 8.
• Students must be able to interpret laboratory activities.
• Tests will focus on higher-order thinking skills.
Ta Address Student Achievement
• 3 AIG Teachers
• 2 Freshman Academy Teachers
• Language Arts/Social Studies Specialist
• 3 AVID Teachers
• 2 JROTC Teachers
• 2 High School Elective Teachers
• Science Kits for Inquiry-based Science and Materials
• Literacy Support
• AVID Supplies & Materials
• JROTC Supplies & Materials
• Textbooks
• Central MICASA After School Program
Critical Factor 3:
Maintaining Momentum
Using fund balance and Enterprise Funds in 2005-2006, we were able to provide:
• 3 Reading Resource Teachers
• 1 Math/Science Specialist
• 1.5 Social Workers {matched to became 3)
Maintaining Momentum
* Support for Middle College High School at Durham Tech
• Support for High Five
• Support for International Baccalaureate
• Implementation of 6th Grade Transition Program
We must sustain the efforts we have begun, and we must continue to expand
them.
ORANGE COUNTY SCHOOLS
BUDGET REQUEST FOR 2006-2007
Orange County Schools Savings {charts for revenue and expenditure savings)
MandateslCritical Needs
Salary Increase 8°lo Certified, 4% Other Personnel 939,925
Matching Social Security 71,904
Matching Retirement 51,458
Utilities 50,000
Charter Schools Growth 83,282
Continuation Budget {funded from fund balance 05-06} 422,401
TOTAL MANDATESICRITICAL NEEDS 1,618,970
Gravelly Hill Middle School Mandates
Associate Principal 68,755
Guidance Counselor 60,046
Nurse {12-month position) 72,056
Media Specialist 60,046
Gifted Teacher 60,046
Art Teacher 60,046
P. E. Teacher 60,046
Music Teacher 60,046
Band Teacher 60,046
Technology Resource Teacher 60,046
Secretary 33,849
Bookkeeper 33,849
SI MS 33,849
Property Insurance 10,000
Utilities 200,000
TOTAL GRAVELLY HILL MIDDLE SCHOOL 932,726
Unfunded ExpansionlNew Initiatives 05-06
Human Resources
2 High School Teachers (Freshman Academy) 120,092
1 Language Arts/Social Studies Specialist {12 months) 72,055
0.8 Psychologist 48,037
1 Plumber 38,314
Increase Tenured Teachers Supplement {1 % at 15 years of
Service; 2% at 20 years of service; 3% at 25 years of service) 163,821
Curriculum and Instruction
Textbooks 50,000
Central MICASA After School Program 44,000
TOTAL EXPANSION OR NEW INITIATIVES BUDGET x36,319
Current ExpansionlNew Initiatives 06107
Human Resources
2 High School Elective Teachers 120,092
1 Partnership Academy Social Studies Teacher 60,046
3 AVID Teachers 180,138
3 AIG Teachers 180,138
2 JROTC Teachers 120,092
Contracted Groundskeeping Crew 150,000
0.2 Months employment for band directors 12,010
Curriculum and Instruction
AVID Supplies and Materials 60,000
JRQTC Supplies and Materials 60,600
Science Kits for inquiry-based science {K-8) and Materials 60,000
Literacy Support 12,000
Auxiliary Services
Transportation Fuel and Repair Parts 20.000
TOTAL EXPANSION OR NEW INITIATIVES BUDGET 1,035,116
GRAND TOTAL EXPANSIONlNEW INITIATIVES BUDGET 1,571,435
Reductions
Janitorial Privatization (OHS, CRHS, ALS} 9( 0.000)
TOTAL BUDGET REQUEST 2006-2007 4,033,131
ORANGE COUNTY SCHOOLS
2006-2007 Expenditure Increase
County Appropriation 2005-2006 19,608,329
County Appropriation Increase 4,033,131
TOTAL PROPOSED COUNTY APPROPRIATION 23,641,460
{net increase 20.57°~)
Gravelly Hill Middle School One-Time Startup Costs
Art Supplies and Equipment 205,356
Athletic Supplies and Equipment 177,710
Physical Education Supplies and Materials 16,820
English Language Arts Supplies and Materials 57,339
Media/Technology Materials and Equipment 683,965
Science Department Supplies and Equipment 84,750
Social Studies Department Materials 7,056
Workforce Development Materials 47,756
Foreign Language Classroom 150
Guidance Secretary and Registrar 5,790
Nurse Supplies and Equipment 6,316
Math Department Supplies 14,592
School Wide Supplies and Materials 2,100
Middle School After School Program 40,000
TOTAL GRAVELLY HILL MIDDLE STARTUP COSTS 1,349,700
Total Gravelly Hill Startup Costs 1,349,700
Total 2006-2007 Budget Request 4,033,131
TOTAL ALL REQUEST 2006-2007 5,382,831
ORANGE COUNTY SCHOOLS
Recurring Capital Budget and Capital Improvement Budget
Far 2006-2007
Summary of Recurring Capital Annual Needs (chart)
Summary of Recurring Capital Health and Safety Needs (chart)
Total Recurring Capital
Total Recurring Capital Annual Needs 494,500
Total Recurring Capital Health and Safety Needs 447.020
TOTAL RECURRING CAPITAL 941,520
Orange County Schools Capital Improvement (chart}
Orange County Schools Capital Improvement Revenue (chart}
State LEA Discretionary Cut -Recurring (chart)
What's Not in the Budget
High School Athletic Request 677,000
8 Teacher Assistants 101,456
10 Teaching Positions 600,457
Furniture and Equipment Request 499,932
Total 1,878,845
Superintendent Carraway said, in closing, that the goal for their district is that
they would be the best school district forthe County, forthe state, and forthe nation
rather than the best in the County, in the state, and in the nation. Their students
deserve no less. She said that it is evident that the dropout rate is higher and the free
and reduced lunch percentages are higher than the sister district. As a result, many
of the students come to school needing more and are given less.
Commissioner Foushee asked which items were included in the enterprise fund.
Superintendent Carraway said that there are two enterprise funds -child nutrition and
Community Schools program for after-school.
Commissioner Foushee asked about the middle college program and the
projected transportation costs given that not very many students are riding the bus.
Superintendent Carraway said that they have the same amount in the budget this year
as last year, which was $165,000. They had 12 students participate last year and they
hope to have more this year.
Commissioner Halkiotis thanked CHCCS Board Chair Lisa Stuckey because she
brought a new perspective to her board and it went beyond the spirit of collaboration.
He said that she was willing to go into the world of understanding. He said that in the
last 18 months, because of the willingness of the CHCCS Board under her leadership,
they did not raise a big fuss but only said, "We think that this is in the best interest for all
children in this County." He said that because of the approved bond money to fall back
an, they were able to absolve the OCS of $6.5 million of Cedar Ridge debt in the CIP
and were able to find $3.5 million of construction cost overruns at Gravelly Hill, $4.3
million of construction cost overruns at Carrboro High School, another $1.4 million for
water and sewer lines at Gravelly Hill, another $60,000 in underground electrical lines at
Gravelly Hill, another $30,000+ to satisfy Mebtel to move underground communication
lines from one part of the road to the other, etc.
Commissioner Halkiotis said that over the past 18 months, the Board has
redirected $11.5 million in both school systems. The CHCCS Board did not complain
when the Board of County Commissioners took the money from the approved bond
package and promised to give it back. He said that others could have screamed and
jumped up and down, but the CHCCS Board took the high road.
Commissioner Halkiotis asked Superintendent Carraway about page two of the
PowerPoint and the percentage of school children in OCS who had some kind of
disorder. Superintendent Carraway said that this was for all children and it is 10-12% of
all children have same sort of emotional disturbance or disorder, something that would
require a special kind of system.
Commissioner Halkiotis said that the 9t" grade dropout problem has been
endemic in North Carolina for a long time. He has always believed that 9t" grade
dropouts begin in the 3rd and 4t"grade and just hold on.
Commissioner Halkiotis made reference to page nine of the PowerPoint, Orange
County Schools Savings, and asked about Waterford Sterling. Superintendent
Carraway said that this was the money paid back for the roadwork done at Pathways.
Commissioner Halkiotis made reference to grounds keeping crews and if OCS
would consider using Orange Enterprises. Many people working on the grounds
keeping crews with Orange Enterprises are students of both school systems.
He commended OCS for using both sides of the paper for the CIP, but he
chastised them on the budget document for only printing on one side of the paper. He
said that in order to survive in the new world, they are going to have to keep kids in
school and also learn haw to be environmentally conscious at all times.
Commissioner Halkiotis said that he looked at the OCS PowerPoint from last
year, and there was an energy conservation program, which provided cast avoidance of
$178,000 in the first nine months. When the Board asked both systems for clarification a
couple of weeks ago, Superintendent Carraway responded in a memo to John Link
dated May 30t", and item 4, "Haw much has each district realized in energy savings?", it
was answered, "At this point, we have experienced cost avoidance of $464,000, which
barely covers the monthly expenses of the program of $489,000." He is confused about
this. He asked if they were losing money.
Superintendent Carraway said that this is one of the programs that requires
investment before money is saved. When they started the program, they went for a
period of 6-8 months before they actually began the program because they had to have
staffing in place. There was also some technology required for the program. They
expect to generate some actual dollars next year. The cost avoidance is saving them
money because those are costs that they would have paid had they not had the energy
management program in place.
Commissioner Halkiotis said that the two Superintendents need to clear up some
of the lingering questions about this. In the document, it shows Energy Management
Cost Avoidance $378,913 for 2004-2005 and 2005-2006. He would like to see these
numbers reduced into layman's terms.
Commissioner Halkiotis went through the numbers of school health nurses for
OCS. He verified that OCS does not have state-funded nurses like CHCCS.
Superintendent Carraway said that they do not use any of their state funds for that.
There are no funds that came specifically for nurses, but the funds came for whatever
support they choose.
Commissioner Halkiotis then went through the school social workers numbers for
OCS.
Commissioner Carey asked why CHCCS was not working with Social Services to
help with 50% of their social workers.
Commissioner Carey also asked how much money was associated with the 7
social workers for OCS. The document should show how much federal money is being
drawn down.
Commissioner Halkiotis continued with school resource officers for OCS. He
said that the game is going to change on this because municipalities are not going to
want to do this anymore. He made reference to the column that shows that 5 positions
are funded by Orange County but there is no dollar amount. He said that under this,
they should put the Sheriff's contribution there, which is $300,000+. The bottom line is
that this number is going to go up because of Gravelly Hill and the alternative school.
He said that this needs to be shown as another contribution.
Commissioner Halkiotis reiterated the importance of using Orange Enterprises.
Commissioner Gordon asked about the PRC on the last page. Shirley Carraway said
that they were asked to provide the Board some information on how the funds are used
in the school systems. These are state funds. The PRC 72 is Improving Student
Accountability Fund and they received $170,000; PRC 69 is At-Risk Alternative Funds
and they received $725,000; and PRC 48 is the Safe and Drug Free Schools Funds and
they received $31,000.
Commissioner Gordon asked about the reliability of these funds each year.
Superintendent Carraway said that the code dictates what the money can be used for.
The funds are fairly reliable.
Chair Jacobs asked how much of the fund balance is going to opening up
Gravely Hill. Superintendent Carraway said that they have not pinpointed a specific
amount because it depends an how much they receive from the County Commissioners.
They would like to maintain some small amount of fund balance.
Randy Copeland said that they have spent their fund balance down upon
recommendation of the Board of County Commissioners a little over a year ago to try
and equalize the student offerings at all middle schools. Their fund balance is really low.
Chair Jacobs said that the fund balance issue puts the Board in an awkward
position and the County Commissioners have a different opinion about how the fund
balance was spent.
Commissioner Carey encouraged CHCCS to talk with Social Services about the
cost-sharing arrangement.
Fair Funding Work Group Recommendations
Libby Hough made this presentation. She recognized the group members:
Jamezetta Bedford, Randy Copeland, Valerie Foushee, Alice Gordon, Jean Hamilton,
Libbie Hough, Michael Kelley, Dennis Whitling. The group met twice for a total of four
and a half hours in response to the Board of County Commissioners' request (based on
a proposal by Commissioner Gordon) that representatives of the two school boards and
the BOCC work together at generating solutions to concerns about fair funding for the
two school systems in this year's budget. The recommendations are supported by every
elected official participating on the work group.
Mike Kelley went through the recommendations.
I. Capital
1. Use the $2.4 million of anticipated lottery proceeds to provide an additional
funding stream for school capital projects. These funds should not supplant current
funding sources.
2. Include new school start-up costs far equipment and technology in the
projected capital budgets for new schools and fund along with the construction casts.
3. Review the level at which impact fees are assessed and adjust them in light of
increased construction costs.
4. Allocate impact fees directly to the school districts, outside of the 60140
formula, to be used for "pay as you go funding" for school construction.
II. Operating
5. The Work Group supports the "reserve fund" of $800,000 recommended by
the County Manager, but with the funding considered over and above the 48.1 °~ target.
This reserve funding could be used for services and programs such as (but not limited
to) middle college, transportation of students between districts, other collaborative
initiatives, and health and safety positions. The outcome should at least maintain the
current levels of any services in either district.
6. Add one cent to the general ad valorem tax to provide additional funding for
the school districts in budget year 2006-2007. This one-cent increase should be treated
as additional funding over and above the 48.1 % target.
7. Commit to an additional one-cent increase to the general ad valorem tax over
and above the previous year's increase to provide supplemental funding to the school
districts for 2007-2008 and 2008-2009, with these increases to be treated as additional
funding over and above the 48.1 % target (e.g., the total increase in the general ad
valorem tax would be two cents for 2007-2008 and three cents for 2008-2009).
Reevaluate the impact on fair funding at the end of this three-year period.
Commissioner Carey asked if this proposal was presented as a reasonable and
satisfactory resolution to the fair and equitable funding debate that has gone on for the
last three years. Libby Hough said that it is a start, but it will not be fixed overnight. The
charge of the work group was to address this year's budget cycle.
John Link verified that item #1 is basically recommending adding another two
cents to the tax rate that he recommended. He reduced his recommended tax increase
by two cents by budgeting lottery proceeds as revenue for the upcoming fiscal year.
Discussion ensued on the use of the $800,000 reserve and if it would have to be
allocated on a per pupil basis.
With no other items to discuss, a motion was made by Commissioner Halkiotis,
seconded by Commissioner Carey to adjourn the meeting at 10:09 p.m.
Barry Jacobs, Chair
Donna S. Baker
Clerk to the Board