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MINUTES
ORANGE COUNTY BOARD OF COMMISSIONERS
BUDGET WORK SESSION
April 19, 2007
7:30 p.m.
The Orange County Board of Commissioners met for a Budget Work Session on Thursday, April
19, 2007 at 7:30 p.m. at the Southern Human Services Center in Chapel Hill, North Carolina.
COUNTY COMMISSIONERS PRESENT: Chair Moses Carey, Jr., and Commissioners
Barry Jacobs, Valerie P. Foushee, Alice Gordon, and Mike Nelson
COUNTY COMMISSIONERS ABSENT:
COUNTY ATTORNEYS PRESENT: Geoffrey Gledhill
COUNTY STAFF PRESENT: County Manager Laura Blackmon and Assistant County
Manager Gwen Harvey, and Deputy Clerk to the Board David Hunt (All other staff members will
be identified appropriately below}.
Chair Carey asked for a moment of silence for the tragedy at Virginia Tech. The
moment of silence was observed
Commissioner Jacobs said that he hopes that sometime in the near future that someone
from OPC will talk about the ways in which mental health reform in North Carolina is putting
more people on the street with less supervision. He said that same of these people have some
of the same problems that the shooter at Virginia Tech had. He said that cutting the funding for
case managers becomes more of a public health and safety issue. He wants to bring this to a
higher level of consciousness.
Chair Carey said that he would bring this to the OPC Board's attention at the next
meeting.
1. Fiscal Year 2007-08 Budaet Update
Laura Blackmon said that there are several topics tonight. The first is an update on the
budget issues for the coming year. She referred to several attachments in the packet.
Budget Director Donna Coffey went through Attachment 1, General Fund Revenue
Outlook. The current year tax rate is 90.3 cents per $100 valuation. One cent for the current
year brings in $1.2 million. Next year it is projected that one cent will generate $1,247,881. She
then went aver the chart on Attachment 1.
Commissioner Jacobs asked for the fund balances of both school systems and the
County for the April 30t" meeting with the schools. The staff has this and will provide this
information, including historical information.
Laura Blackmon said that there will probably not be a lot of natural growth in revenue
because the sales tax has remained flat for several years, the lottery proceeds are not as much
as was originally thought, and there is not a large increase in property taxes. She said that,
unless there is some economic growth, there will not be a lot of flexibility with the budget. She
said that at the rate the County is going now with growth rate and the continued high debt
service, the County will not be able to meet needs in the future.
Laura Blackmon then went over Attachment 2, which lists the budget drivers.
Chair Carey asked about the timeline for Durham Tech opening and Purchasing and
Central Services Director Pam Jones said that the plan is for it to be open for continuing
education in March 2008 and then in the summer session of 2008.
Laura Blackmon pointed out that with new capital projects, especially parks, there will be
a continued increase in operating and staffing costs.
Donna Coffey said that CHCCS has asked for an increase of $609,142 in just the
general fund current expense appropriation. In addition, CHCCS has asked for the district tax to
increase from 18.85 cents to 26.61 cents. She said that the thinking behind the increase was
that the County Commissioners cannot approve a tax rate above what the school system
requests on the district tax, so the bulk of the increase is being put on the district tax. The
district tax would then generate $21.3 million. The actual increase for the general fund and the
district tax would be $7.2 million.
Donna Coffey said that the County has to fund both school systems at the same per
pupil rate. If the County funds the $609,142 for CHCCS, this would be a $7 increase in per
pupil allocations. This would give CHCCS $33.7 million and OCS $21.2 million. The additional
request from OCS would be a $359 increase in the per pupil allocation, and would give CHCCS
$37.7 million out of the general fund, compared to the current $30 million and would give OCS
$23.7 million, compared to the current $19 million.
Commissioner Jacobs asked for information on one cent on the district tax and Donna
Coffey said that it is about $800,000.
Continuation of presentation of List of budget drivers.
Attachment 3 was a detailed breakdown of the first item on the budget driver list, which
was new debt service for 2007-08. The new debt service includes $995,100 for Carrboro High;
$50 million of alternative financing; and $2.4 million required to offset loss of lottery proceeds
dedicated to repay debt service in FY 2006-07. This is a tax rate equivalent of 3.67 cents to pay
for increased debt service next year, which was the direction of the Board at the retreat. This
does not include debt associated with the solid waste fund ar the Sportsplex. This is just for the
general fund debt.
Commissioner Gordon asked some clarifying questions that were answered by Donna
Coffey.
Donna Coffey explained Attachment 4, which was 2007-08 Student Enrollment
Projections. She said that every March, the Department of Public Instruction certifies the
student membership for the upcoming fiscal year. DPI is projecting that the total students far
CHCCS next year will be 11,382 and far OCS, 7,148; for a total of 18,538 students in the two
school systems. This is compared to the current enrollment of 18,192 students. On row 10, if
the County funded the 338 students at the current per pupil rate, this is right at $1 million for
next year.
Attachment 5 was for Commissioner Nelson's benefit and was School Funding Options
Task Force Recommendations to the Board of County Commissioners. The County
Commissioners adopted a "target" for funding schools of 48.1 °~ of the total general fund in
2000. This was for informational purposes.
Attachment 6 was Annual General Fund Budgeted Appropriations for Education since
1990.
Attachment 7 was a historical comparison of Per Pupil Appropriation (general fund) since
1983-84.
Attachment 8 was the Preliminary Requests for New Staff and/or Changes to Existing
Staff for FY 2007-08.
Commissioner Jacobs asked about the Environmental Health Technician for
Well/Water/Air Quality in the Health Department and the Water Resources Specialist in ERCD.
Laura Blackmon said that there was a meeting earlier this week on this dual request, and she
asked the departments to look at the program that needed to be developed and what the split
duties would be between the two departments and how they would cooperate. This was a
request from last year's budget. The Board asked the departments to meet with a mediator and
there was no conclusion. She said that this goes along with the introduction of a new program
for the County. There will be a holistic approach, recognizing that the approaches and the
responsibilities of the two departments would be different, but should be compatible.
Commissioner Jacobs said that the Board has talked about at least considering a staff
attorney. He asked how this would get into the budget. Laura Blackmon said that she talked
with Geof Gledhill about the responsibilities this person would have, but there are a lot of details
to work out before it gets put into the budget.
Commissioner Jacobs asked for a placeholder in the budget for a staff attorney.
Donna Coffey said that there was a reserve set-aside during the budget process last
year, and it is still there, but there was no actual position tied to it. Now there can be a
placeholder with an FTE.
Commissioner Jacobs said that part of why it was delayed was so that the new Manager
could help craft the position.
Commissioner Nelson asked if the staff was looking for potential efficiencies in some
departments and things to be cut. Laura Blackmon said that she has not sat down with the
departments yet. One of the directions to the departments was for them to look at programs
that are no longer needed and other tradeoffs.
Commissioner Jacobs asked for clarification on the money the County is spending on
functions related to schools that are being funded outside the per pupil. He asked if this would
be in a separate category. Donna Coffey said that the $800,000 in fair funding would show in
the education budget. Commissioner Jacobs wants to highlight this every time educational
spending is discussed.
Donna Coffey said that Attachment fi shows the $800,000.
Attachment 9 was from Finance Director Ken Chavious regarding fiscal issues. He said
that he was on a waiting list of other units of government to speak with the actuaries who
provided these numbers. Some people are finding that there are problems with how the
numbers were provided. He said that right now there is no requirement to fund GASB 45, there
is just a requirement to report it. He said that everyone is not scrambling and trying to fund it
right away. He thinks that the issue down the road is how the rating agencies will look at it. He
said that he would not recommend addressing this in 2007-08. There is a PowerPoint
presentation in the agenda materials from someone at UNC's School of Government.
Commissioner Gordon asked Ken Chavious what he plans to do about the fact that the
County has a debt and the school system has the assets. Ken Chavious said that the County
could have the school systems title the property to the County.
Commissioner Jacobs asked if the school systems have similar liabilities regarding
retired employees and Ken Chavious answered that the State does.
Commissioner Jacobs asked about the $84.5 million and Ken Chavious said that this
number will be different every year, and this can be amortized aver a long period of time. He
said that this number is based on the assumption that the Caunty would have to pay all of the
money, which means that everyone that the County employed that was eligible to retire actually
retired and was eligible far this benefit, this is what it would cast.
Commissioner Jacobs asked about the plan and Ken Chavious said that the plan is not
to address the $84.5 million, but to address the annual required contribution, which is $8.8
million.
Laura Blackmon said that she looked at the preliminary figures and her first reaction is
that the benefits clearly need to be changed. She said that the current plan is very generous.
Commissioner Jacobs asked about other states that have done this already and Ken
Chavious said that this is new to everybody this year.
Geof Gledhill asked if the Local Government Commission had weighed in on this and
Ken Chavious said that the LGC has said that it is a reporting requirement for the financial
statements, and the LGC reviews the County's financial statements. There will be exception
from the LGC if it is not reported, but not if it is not funded.
2. Status Report -Park Pre-Construction and Design Protects
Environment and Resource Conservation Director Dave Stancil presented this item. The
four parks that are in process are Northern Park; West Ten Soccer Center; Fairview Park,
Phase I; and Twin Creeks Park, Phase I.
He said that last night was the last meeting of the New Hope Park at Blackwood Farm
Master Plan Committee, which will complete the sixth master plan that has been done since
2042 for park facilities. Also, it was ten years ago that a first in a series of reports was created,
which changed the way that parks and open space planning were done in Grange County.
He said that there are some decision points associated with these parks. There were
summary sheets and maps in the agenda packet for each project.
Narthern Park
The site plan for the park {full master plan} has been approved, with a condition related
to the wastewater system to be resolved before building permits are issued. In order to stay on
schedule far construction bid award by June, staff has developed options for Phase I for the
park based on new construction estimates -both with and without State grant funds that are
pending consideration ($500,000}. If this approach is acceptable, construction drawings and bid
documents will be finalized on this basis and construction bids solicited, with a June 26 target
date far construction bid award by the Board. This would enable construction to begin this
summer.
The Manager recommends that the Board review the proposed facilities far Narthern
Park, Phase I; authorize staff to proceed to solicit construction bids for Northern Park in
accordance with the schedule to provide for bid award in June; and discuss names (if desired).
Chair Carey said that the community should be involved in naming the park.
Commissioner Jacobs would like to keep the Northern Center renovations in mind
through this process. He said that this is an orphan project.
Laura Blackmon said that she did a site visit and had same preliminary discussions with
the Public Works Director and the budget implications. She said that the renovations are very
expensive and she suggested considering replacing the facility.
Commissioner Jacobs asked that at the very least, he would like to keep up with the
permitting process for the septic system.
Commissioner Jacobs made reference to the naming and asked that Planner Tina Moon
research the history of this facility and some appropriate names to consider.
Commissioner Jacobs suggested keeping a list of what is not being funded as it relates
to parks, sa that the next bond can include what is not being achieved at each of the facilities.
Commissioner Gordon made reference to the naming and said that she thought that
there was another working name. The band referendum shows Cedar Grove Park. Dave
Stancil said that this was before the working name was chosen.
Commissioner Gordan asked about option 2 and how much the individual items cost
(lighting, the fields, other amenities, walking track, etc.). Dave Stancil said that the estimate for
lighting the ball field and track is about $185,000. The picnic shelter with restrooms is about
$190,000. The basketball court is about $107,000. The walking track is $40,000.
Commissioner Gordon said that the walking track was of particular interest to the
community. She thinks that this should be one of the priorities included in the bid.
Laura Blackmon said that it could be done as an add alternate until the outcome of the
grant is known.
Commissioner Jacobs said that when the park plan was done, the community prioritized
the different components. He suggested replicating the priority list. He agreed with
Commissioner Gordon about the walking track.
Dave Stancil said that, with the current timetable, construction could begin this summer.
Commissioner Gordon said that she would like to see the answer to the question about
the priority list prepared by the community and see how it tracks with the options.
Dave Stancil said that the priorities were already reflected in option 1.
Commissioner Jacobs said that if the walking trail is the only thing missing and it is only
$40,OQ0, then it could be included anyway.
This will come back for approval on April 24tH
West Ten Soccer Center
To move the project along, steps are currently underway to get the field construction
underway on an aggressive timetable. Field construction bids will be advertised soon, with a bid
opening proposed for May Stn. A Site Plan has also been submitted to the Planning Department
for approval. Current plans would have a construction bid award before the Board on May 15tH
Direction provided by the Board at the work session would be incorporated into a subsequent
decision on the April 24tH or May 3~d Board agenda.
Recreation and Parks Director Lori Taft said that the projection is that the field surfaces
would be finished in August.
Commissioner Nelson said that there is some concern from the soccer community that
this has morphed into a larger facility with a bigger scope (buildings, bathrooms, etc.), and there
were questions about eliminating some of the items like bleachers and a scoreboard and
moving the money toward fields at Twin Creeks, turfing the field at Smith, or fields at Southern
Community Park. He asked for input on this.
Laura Blackmon said that the estimate for the building was $700,Q00. Same of the
building will have to be built because there must be some equipment storage. She said that the
direction she got from the Board was to do West Ten. The initial concern right now is the fields
and getting them done in time for them to grow. The approval for the funding is on the April 24tH
agenda.
Commissioner Gordon said that she is a little disappointed that mare of an effort was not
made to coordinate with Gravelly Hill Middle School, because there are adjacent facilities which
could also be used, thereby reducing the need to construct them for the soccer center. She
said that she was also concerned that the bond shaved soccer fields that would be dispersed
around the County. She thinks that there are transportation and emission issues with this
complex. She made reference to an email from a citizen to Lori Taft that was copied to her
about where the sanctioned soccer players are. It shows that there area about 10 times as
many of these players in the southern part of the county. She said that she thinks that the
County should be maximizing the number of soccer fields and that they should be near the
players. She agrees with building same fields at West Ten, but she is skeptical about a
complex. She made reference to a letter from Triangle United Soccer about the possibility of a
public/private partnership. She asked if there has been any discussion with Triangle United
Soccer about this. Lori Taft said that she spoke with same representatives.
Commissioner Jacobs said that this is a decision item at the next meeting, and this
debate should be postponed to that meeting.
Fairview Park, Phase
A Request far Proposals for the engineering and plan approval work has been issued.
An interview team would be formed to recommend a firm for this work, and a contract for the
work is anticipated to came before the Board for action in May. Playground replacement is
underway.
The staff would like to proceed to develop a selection team to evaluate the firms and
make a recommendation to the Board for a contract, which would came back before the
summer break. The staff would like direction on the makeup of this team. The County owns
part of the land and the Town of Hillsborough owns part. Staff would suggest including
representatives from the Town of Hillsborough for this team. The Board agreed.
Commissioner Gordan said that she would like to see this move forward expeditiously
because the County has been promising a park here for a long time.
Twin Creeks Park, Phase
With Elementary School #10 underway on the schools campus portion of this 193-acre
site, a staff team and the design/engineering firm have been working to prepare the extensive
Conditional Use Permit application materials to submit to the Town of Carrboro for approval of
phase I of the park. Several preliminary development meetings have been held with Town staff
and attorney, as have discussions with adjacent property owners about shared infrastructure.
Carrboro staff has suggested several components to be included in the application, outlined in
the attached summary. Updated cost estimates for Phase I of the park have been developed,
however available funding is insufficient to build Phase I at this time. An alternative scenario to
continue with the design work and use these funds temporarily toward soccer fields elsewhere
is proposed.
There could be some economies of scale by building all four fields at one time. This
would save $275,000. As a result of this, and in light of some recent discussions, there is an
alternative scenario to continue with the plan to submit the Conditional Use Permit (CUP)
application for the four-field complex, continue the infrastructure negotiations, address the
financing needs for the larger four-field complex as part of the CIP discussions later this fall, and
in the short term borrow (on a temporary basis) from same of the funds to look at creating
soccer fields using artificial turf at a location such as Smith Middle field in the interim.
Laura Blackmon said that she needs to look at what the County is producing with regard
to parks throughout the entire community. She said that there are many parks on the books and
many promises, and there is no outline for the funding on how the parks are going to be
produced. She does not want to do this piece meal. She said that it would really make sense to
do the four fields at Twin Creeks. She would like to look at addressing the two current fields
that could have artificial turf. She said that, if this approach were taken, she would like to use
the funds that are currently available, which is about $1.6 million, to look at providing artificial
turf and do it as a partnership with the other soccer entities. This would provide at least two
fields that could be used year round and they are in the southern part of the County.
Commissioner Nelson commended Laura Blackmon on her recommendation. He thinks
that this recommendation is trying to find a win-win situation. He asked about the costs far Twin
Creeks and it was answered that $1.9 would be the bare minimum for two fields without
irrigation or lighting, and the infrastructure.
Laura Blackmon said that her concern is that this is creating Smith Middle School all
over again - no irrigation, two fields, and limited use.
Commissioner Nelson said that his other concern is that money would be taken from
Twin Creeks to turf the fields at Smith. He asked what this would do to Twin Creeks. Laura
Blackmon said that it probably would not slow down the timeline. The ten-year capital plan has
not been done yet and things can be shifted around. She does not know the entire amount to
turf the fields, but she thinks it might be around $1 million. The hope is to get some partners to
help.
Commissioner Nelson said that if the Smith fields and the four fields at Twin Creeks
could be done, he would be comfortable going ahead with West Ten. He would like to sit down
with the soccer community and flesh this potential partnership out. He is a little uncomfortable
with not knowing where the money is coming from for Twin Creeks. He said that this could be
heading towards awin-win situation, with six fields in the south and six fields in the north.
Commissioner Jacobs said that he agreed with Commissioner Nelson. He pointed out
that with Southern Park, there would be nine fields in the south. He said that one of the two
fields at Smith is a partnership with Carrboro, so Carrboro should be at the table with this one.
He said that there is even an offer from Sports Endeavors of aloes-interest loan and maybe
Carrboro could work with Sports Endeavors this way. The other field is a school system field,
so the school system should be involved with that one. He said that he heard that one turf field
is the equivalent of 4.5 grass fields. He would like someone to verify this number.
Commissioner Gordon said that there should be a commitment for a certain amount of
funding and a certain year for Twin Creeks; otherwise it is just supplanting Twin Creeks with the
other fields. She would like to find out where Carrboro stands on this.
Chair Carey said that staff has taken note to begin having dialogue with potential
partners to finance some of these projects.
The meeting was adjourned at 1Q:08 p.m.
3. Review of 2007 Goals
Item 3 was not covered due to time.
Moses Carey, Jr., Chair
Donna S. Baker
Clerk to the Board