HomeMy WebLinkAboutAgenda - 04-11-2013 - 4 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date:
Action Agenda
Item No. 4
SUBJECT: Fiscal Year 2013-2014 Budget Process
DEPARTMENT: Finance and Administrative PUBLIC HEARING: (Y/N) No
Services
ATTACHMENT(S): INFORMATION CONTACT:
A. FY2013-14 Budget Calendar Frank Clifton, 245-2305
Clarence Grier, 245-2453
PURPOSE: To provide the Board of County Commissioners an overview of the fiscal year 2013-
2014 budget process.
BACKGROUND: Each year starting in December, we plan the current year's budget process to
complete the capital and operating budget for the upcoming fiscal year. We have meetings with
departments that are scheduled during the months of January through April that involve both
capital and operating funding, respectively.
The Capital Investment Plan is formulated and presented by mid-March of each year. The
Manager's Recommended Operating Budget is formulated during the months of February
through April of each year.
Budget Work Sessions are held with the Board of County Commissioners during the months of
March and April to discuss the capital and budget drivers for the Manager's Recommended
Capital Investment Plan and the Manager's Recommended Operating Budget. This year we
would have held or will have the following work sessions:
March 12, 2013 - formal presentation of the Managers Recommended Capital Investment Plan
April 11, 2013 - Continued discussions on the Managers Recommended Capital Investment
Plan and discussion of operating budget drivers for the following:
• Fringe Benefit Budget Operating Budget drivers including a discussion on health benefits
contract renewal and retirees health insurance
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April 25, 2013 - Presentation of the Chapel Hill Carrboro City Schools and Orange County
Schools Operating Budget presentation and funding requests from the County.
May 9, 2013 - Presentation of budget drivers for the FY2013-14 the Managers Recommended
Operating Budget and continued discussions of the Managers Recommended Capital
Investment Plan, if necessary.
May 21, 2013 - Presentation of the Manager's Recommended FY2013-14 Operating Budget
May 23, 2013 - Budget Public Hearing — Hillsborough Commons, Hillsborough, NC
May 30, 2013 - Budget Public Hearing — Southern Human Services Center, Chapel Hill, NC
June 6, 2013 — Manager's Operating Budget discussions with both Schools Districts and
County Departments
June 11, 2013 — Manager's Operating Budget discussions with County Departments, Fire
Districts, Non Departmental Allocations, Outside Agency Allocations, and Pay and Benefits
Presentation
June 13, 2013 — Manager's Recommended Operating Budget discussions including the
following:
• FY 2013-14 Annual Operation Budget Decision Items
• Mark Up/Mark Down Items for the County's Annual Operating Budget and
Outside Agencies
• Funding for Chapel Hill Carrboro City Schools and Orange County Schools
o Tax Rate Decisions
1. Ad Valorem Tax
2. Chapel Hill Carrboro City Schools Special District Tax
3. Fire District Tax Rates
• Resolution of the intent to Adopt FY 2013-14 Annual Operating Budget and Resolution
of Intent to Adopt FY 2013-18 Capital Investment Plan at the Board of County
Commissioners Regular Meeting on June 18, 2013
June 18, 2013 - Adoption of the Commissioners Approved 2013-14 Annual Operating Budget
and 2013-18 Capital Investment Plan.
FINANCIAL IMPACT: There is no financial impact with receiving this information.
RECOMMENDATION(S): The Manager recommends that the Board receive the above
information and provide feedback to staff.
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Attachment A
Annual Operating and Capital Budget Calendar
Fiscal Year 2013-14
Due Dates
Operating Budget Kick-Off January 2013
Capital Investment Plan — Project Requests Due December 14, 2012
Capital Investment Plan — Projects summarized and presented Mid-January, 2013
to CIP Review Committee
Capital Investment Plan — Committee recommendations sent Mid-February, 2013
to the Manager
Revenues - Final date to enter year end estimates for current
year and revenue projections for fiscal year 2013-14 into February 20, 2013
MUNIS
Expenditures - Final date to enter year end estimates for
current year and expenditure requests for fiscal year 2013-14 March 6, 2013
into MUNIS
Expenditure Supporting Documentation - Final date to submit
forms to Financial Services (Including Budget Request Excel March 6, 2013
spreadsheets, and applicable personnel related detail)
Manager Presents 2013-18 Capital Investment Plan to March 12, 2013
Board of County Commissioners —Regular Work Session
Manager Meetings With Department Heads to Discuss Budget March, April and May
Requests 2013
CIP follow-up with BOCC —Budget Work Session. April 11, 2013
Budget Work Session May 9, 2013
Manager Presents Fiscal Year 2013-14 Annual Operating May 21, 2013
Budget to Board of County Commissioners
Budget and Capital Investment Plan Public Hearings May 23, 2013
May 30, 2013
June 6, 2013
Budget Work Sessions June 11, 2013
June 13, 2013
Commissioners Adopt Fiscal Year 2013-14 Annual June 18, 2013
Operating Budget and 2013-18 Capital Investment Plan