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HomeMy WebLinkAboutNN ORD-1997-019 1997-1998 Budget, Capital and Grant Project Ordinanceas DRAP - 15-5F7- e l � i Orange County Board of Commissioners Meeting Date: June 30, 1997 Action Agenda Item No Subject: 1997-98 Budget,Capital and Grant Project Ordinances Department: Public Hearing Yes No_X Budget Office Attachment(s): Information Contact: Sally Kost (1) Adjustments to Manager's Recommended Budget Extension Number: 2151 (2) Summary of Grant Project Ordinances (3) Summary of Capital Project Ordinances (4) Salary Schedule (5) Classification and Pay Plan Amendments Hillsborough 732-8181 (6) Personnel Ordinance Revision Chapel Hill 968-4501 (7) Fee Schedule Mebane 337-2031 (8) CHCCS Reserve Funding Request Durham 688-7331 The Grant and Capital Project ordinances are provided under separate cover. The budget ordinance will be provided on Monday,June 30, 1997. Purpose To approve the 1997-98 budget ordinance, selected capital project ordinances, grant project ordinance, salary schedule, classification and pay plan amendments, personnel ordinance revision, and fee schedule in accordance with the actions taken by the Board of Commissioners at the June 19, 1997,budget work session. Background Budget Ordinance - At the June 19, 1997, Budget work session, the Board of County Commissioners adopted a Resolution of Intent to Adopt the Budget for the 1997-98 budget. These changes, summarized at Attachment 1, result in a net decrease in the Manager's Recommended budget of $91,569, bringing the total General Fund Budget to $85,483,019. The General Fund Property Tax Rate is set at 87.30 cents per$100 assessed valuation. The Chapel Hill-Carrboro City Schools Special District Tax is set at 17.90 cents per$100 assessed valuation. Grant Project Ordinances - Included in the 1997-98 budget are short term State and Federally funded projects which are accounted for in a separate fund and are shown in the Budget on the associated departmental pages under "Other Funds." Attachment 2 lists these grant projects, showing the total appropriation through 1997-98 for each project for which authorization ends as of June 30, 1997. Capital Project Ordinances - Each year the Board of Commissioners adopts a ten year Capital Improvements Plan for County and School capital projects. This year the Board will consider the Capital Improvements Plan in August. To continue ongoing projects, the Board has agreed to i 2 extend on-going projects that must have an ordinance to continue and certain projects that the Board has agreed to consider the new funding for. A summary of the Board's action is at Attachment 3. Note that one additional project has been added for the Board to consider, based on new information from the Chapel Hill-Carrboro City Schools. This includes an appropriation for technology, funded from a combination of a Transfer from the General Fund, and from the Public School Building Fund. If the Board decides not to adopt this additional capital project ordinance, the budget ordinance will need to be amended as follows: Presently in Budget Amount of the Change New Amount in the Ordinance Budget Ordinance Transfers to Other Funds $4,060,870 ($380,000) $3,680,870 Miscellaneous $2,745,468 $380,000 $3,125,468 In addition, if the Board chose not to approve this request from Chapel Hill-Carrboro City Schools, then the Technology ordinance would need to be amended, striking the new (1997-98) appropriation. Attachment 4 provides a listing of the capital projects in which new or revised capital ordinances are necessary. In some cases, where no new funds are appropriated but the project continues, an ordinance is necessary to extend the project date. Salary Schedule - Based on the actions taken at the June 19, 1997, Board work session, the Orange County Salary Schedule effective July 1, 1996, is to be amended to include a 2.5 percent cost of living increase effective July 14, 1997. Attachment 5 is the revised Salary Schedule effective July 14, 1997. Classification Plan Amendment - Attachment 6 lists amendments to the Orange County Classification Plan effective July 14, 1997 to implement the approved budget and to delete classes no longer used. The changes are listed along with background information. Personnel Ordinance Revision - Attachment 7 is an amendment to the Career Growth Recognition Award and Performance Award sections of the Orange County Personnel Ordinance to reflect the 1997-98 pay period effective dates. Fee Schedule - Attachment 8 is a schedule of fees for services provided by the County. One minor increase in the fees charged by Orange Public Transportation for van rentals is included. This fee increases from 35 cents to 40 cents per mile based on increase maintenance costs. CHCCS Reserve Funding Request - The Manager received a fax from the Chapel Hill-Carrboro City Schools Board of Education Chair at 4:45 on June 25. While time constraints related to agenda production preclude a detailed analysis of the request, the Manager's recommendation is provided in a separate memo. 3 Recommendation __The Manager recommends that the Board of County Commissioners approve the following: • Orange County Budget Ordinance* • Grant Project Ordinances* • Selected Capital Project Ordinances* • Salary Schedule • Classification and Pay Plan Amendments • Personnel Ordinance Revision • Fee Schedule * Note: As has been the practice in the past, the actual budget ordinances will be provided to the Board of Commissioners at the June 30th, 1997,Board meeting. Summaries of the ordinances are included as part of this abstract. 4 Adjustments to the 1997-98 Manager's Recommended Budget 4ttaehne nt 1 . (A3) Eliminate Funding for IS (A5) Position and one (A-4) Increase (A2) half the funding Move Funding Funding for (A-1) Continue the for Health for various Womens Manager Recom Distribute Current Pay Family Nurse projects into Center and Expenditures mended Cola I Plan Practioner Reserve Kidscope Total Community Maintenance $865,556 $10,835 $876,391 General Administration $3,325,759 $44,481 ($47,707) ($97,540) $3,224,993 Taxation&Records $2,119,935 $40,710 $2,160,645 Community Planning $1,620,146 $31,033 ($12,500) $1,638,679 Human Services $19,307,690 $238,595 ($16,902) $19,529,383 Public Safety $7,863,748 $126,476 $7,990,224 Public Works $3,005,703 $34,870 $3,040,573 Education $29,054,350 $29,054,350 Outside Agencies $1,329,819 ($15,500) $32,540 $1,346,859 Miscellaneous $1,598,408 ($527,000) ($59,500) $1,733,560 $2,745,468 Transfers to Other Funds $5,668,890 ($1,608,020) $4,060,870 Debt Service $9,814,584 $9,814,584 Total General Fund $85,574,588 $0 ($59,500) ($64,609)1 $0 $32,540 $85,483,019 (All) A13) Anticipated Child (Al2) Increase in (A-8) (A-9) Protective Additional Miscellaneous Reduce Tax Increase Fund Services Interest Revenue to Manager Rate by .45 Balance Revenue from Earnings on Balance the Revenue Recommended cents Appropriation new positions Bonds Budget Total Property Taxes $56,010,216 ($278,479) $55,731,737 Sales Taxes $11,933,000 $11,933,000 Licenses and Permits $783,412 $783,412 Intergovernmental $10,218,137 $20,300 $10,238,437 Charges for Service $3,679,483 $3,679,483 Investments $960,000 $960,000 Miscellaneous $234,340 $6,610 $240,950 Transfers in from other funds $800,000 $116,000 $916,000 Fund Balance $956,000 $44,000 1 1 1 $1,000,000 ITotal General Fund $85,574,588 ($278,479) $44,000 $20,300 $116,000 $6,610 $85,483,019 Note: Footnote references shown in the heading refers to the descriptions on the following pages. 5 Adjustments to the 1997-98 Manager's Recommended Budget The Board of County Commissioners adopted the resolution of intent to adopt the budget for the 1997-98 fiscal year Orange County Budget on June 19. In doing so, the Commissioners adjusted the Manager's Recommended Budget as follows: Tax Rate The County Manager presented a budget with a tax rate of 87.75 cents per $100 of assessed valuation. The Board of Commissioners adjusted the tax rate downward by .45 cents, approving a resolution to intent to adopt the budget with a tax rate of 87.30 cents per $100 of assessed valuation. The Commissioners approved a 2 cent increase in the Chapel Hill/Carrboro Special District tax, over the recommended tax rate of 15.9 cents per $100 of assessed valuation, to 17.9 cents per$100 of assessed valuation. The table on the prior page, Adjustments to 1997-98 Manager's Recommended Budget, summarizes the adjustments by expenditures function and revenue category. Expenditures A-1 Distribute Cost of Living Adjustment Funds for the cost of living adjustment for County employees are budgeted in the Miscellaneous category of the Manager's recommended budget. This adjustment distributes these funds to the departmental budgets. A-2 Continuation of the Current Pay Plan The Board agreed to continue the current pay plan which reduces the cost of the compensation package by $59,500. A-3 Eliminate Funding for the Information Systems Position and One half of the Family Nurse Practioner in the Health Department The Board of Commissioners eliminated the funding for one new position in the Information Systems Department ($47,707). The Board agreed to reconsider this position at a later time, once the Strategic Automation Plan is reviewed. The Manager will also bring back a funding plan for the position if it is reconsidered. The Health Department originally requested a half time Family Nurse Practioner position. The recommended budget included a full time position, to provide back- up coverage in the clinics and some health education duties. The Board of 6 • Commissioners agreed to fund one half the position, as originally requested by the Health Department. This resulted in a net decrease in the Health Department budget of$16,902. A-4 Establish Reserve Account for Certain Projects The Board agreed to consider certain areas of the budget in August, 1997. In the meantime, these items that the Board wants to discuss in more detail have been moved into a reserve account. A listing of these items is shown on Attachment IA. A-5 Outside Agencies The Commissioners increased the funding for Kidscope by $31,500, from a recommended amount of$58,400 to $89,900. The Board also increased the appropriation for the Women's Center by $1,040, from $7,960 to $9,000. Revenue A-8 Tax Rate The Commissioners reduced the General Fund tax rate from the recommended level of 87.75 by .45 cents, to 87.30 cents per $100 of assessed valuation. This reduced the revenue from property taxes by $278,479. A-9 Fund Balance The increase in fund balance appropriated helps accomplishes the changes listed above. The recommended fund balance appropriation increases by $44,000, from $956,000 to $1,000,000. A-10 Child Protective Services Revenue Although the percentage of reimbursement to Counties is yet to be determined by the State for Child Protective Services, it is likely that the minimum revenue will be 25%of the salary and benefits for these social workers. Therefore,the revenue in Intergovernmental is increased by $20,300 to a new total of$10,238,437. A-11 Additional Interest Earnings on Bonds The Manager's recommended budget included$800,000 from interest on bonds and private placement holdings that have been borrowed, but not yet expended. Due to a slower than anticipated draw down of these funds for capital construction projects, an additional $116,000 will be available for appropriation, brining the bond interest total to $916,000. A-11 Miscellaneous Revenue Miscellaneous appropriations is increased by $6,610 to balance the revenue side of the budget. 4ttaehment I - A 7 Summary of Appropriations moved to Non-Departmental - Reserve General Fund General Administration Information Systems ($97,540) Strategic Automation Plan Community Planning Economic Development ($12,500) Loan Pool Non-Departmental Outside Agencies ($15,500) Dispute Settlement Center ($13,500) Center for Peace Education ($2,000) Miscellaneous Employee Incentives($25,000) Organization Incentives ($25,000) note: the incentives programs are included in the Miscellaneous function of the budget. The funds are being moved from the Incentives Line Item to the Reserve for Board Action account. Transfers to Other Funds School Capital Projects ($394,955) County Capital Projects ($1,213,065) (see list for specific projects) Total ($1,733,560) Miscellaneous Increase in Miscellaneous $1.733,560 4ttachment 2 g Summary of Grant Project Ordinances Prior Total Project Grant Appropriation New Funding Amount Department on Aging Senior Citizen Health Promotion Program $103,816 $44,755 $148,571 Health Department Comprehensive Breast& Cervical Cancer Control * $24,364 $24,364 Immunization Action Plan * $24,369 $24,369 Community Health Advocacy Program(CHAPS) included in BOA#10 Community Nutrition Program $24,800 $0 $24,800 Human Services Smart Start included in BOA#10 Sheriff s Department CopsFast $50,216 $26,016 $76,232 CopsFast 2 $68,442 $75,000 $143,442 Crisis Intervention $140,486 $51,787 $ 140,486 Housing Section 8 Block Grant Program * $2,901,477 $2,901,477 Home Program $1,095,000 $379,000 $1,474,000 Community Development Block Grant $378,495 $0 $378,495 Affordable Housing $37,750 $66,400 $104,150 Efland Estates $145,750 $0 $145,750 Cooperative Extension Middle School Camp included in BOA 410 Planning Department Shaping Orange County's Future $42,588 $15,441 $58,029 Water Resources included in BOA #10 Sediment Control $10,000 $6,500 $16,500 Manager's Office Criminal Justice Partnership included in BOA 410 *prior year funding does not carry-forward. BOA=Budget Amendment 9 Attachmtnt 3 < o o o o k Y s r o o Y A p �Y !6 � O C 4' V J 1 � Vii v51 S � N 03 � N N O A r.. U y 0 7•° v W r7 Y a u„ GO4 0 � o N pTp eRA w d F O M +A � w 9 O rte. t7 00 O o s a G ,A . 72 In o G G S3+ v G ti •G d C� p. en U y 4 y d N w U M y a+ r w v O -- y G v 1' ' ? � \ � 0. af� / ƒ \ , \ � « d t § ® ƒ ¢ \ { \ � a 3 O / �\ � kta � � k a f � Q . f U � .. 1 % . � ° \ k� � ƒ J \ \ \ St « $ \ � z \ i » & c % q « \ S \. \ \ \J * \ k » » \ # - � 0 -1A � � k « # ƒ \ - \ ® UM $ � t Attachment 4 12 Capital Project Ordinances New Appropriation Appropriation Up Included in the 1997- Funding is in Reserve to 1996-97 98 Ordinance for Future Decision CHCCS Americans w/Disabilities Act $88,150 $0 $25,000 Athletic Facilities/Playgrounds $334,000 $0 $0 Chapel Hill High Phase II $1,687,798 $0 $0 East Chapel Hill High School $23,027,208 $0 $0 Southern Village Elementary $14,138,000 $0 $0 Planning for Future Projects $575,000 $0 $95,146 Renovations&Site Improve. $1,236,091 $0 $0 Renovations- General $0 $0 $920,485 Renovations-Fire/Safety/Security $21,800 $0 $0 Renovations-Mechanical Systems $74,898 $645,592 $0 Renovations-Paving/Parking Lots $0 $264,690 $0 Renovations Glenwood Media Ctr. $100,000 $0 $0 Reserve for Future Projects $20,000 $0 $140,528 Technology $2,492,502 $700,000 $0 Total $43,795,447 $1,610,282 $1,181,159 ocs Asbestos Removal $313,100 $0 $0 C.W.Stanford Refurbishment $1,640,000 $200,000 $0 Cameron Park Renovations $0 $0 $10,000 Efland Cheeks Gym/Office $0 $0 $85,000 Electric Service Upgrades $125,000 $0 $115,000 Energy Management Systems $0 $0 $100,000 Environmental Testing $150,000 $0 $0 Future Project Reserve $10,563 $0 $104,722 Handicapped Accessibility (ADA) $470,000 $0 $200,000 Hillsborough Year-Round Elem $1,011,250 $150,000 $0 Kitchen Renovations Project $0 $0 $200,000 New High School $0 $354,919 Orange H.S.Athletic Fields $110,000 $0 $0 Orange H.S.Renovations $383,000 $0 $75,000 Parking Lots/Playgrounds $0 $0 $0 Planning for Future Projects $16,669 $0 $0 Playground Protective Surfacing $60,000 $40,000 $0 Roofing Projects $456,635 $0 $0 Technology Application Plan(1) $2,450,000 $625,000 $0 Totall $7,196,217 1 $1,015,000 $1,244,641 13 County Capital Project Ordinances New Appropriation Funding is in Appropriation Included in the 1997- Reserve for Project: Up to 1996-97 98 Ordinance Future Decision A Dickson House $66,000 $9,000 $0 Arts Center $40,000 $15,000 $0 Connecting Orange County $30,000 $0 $0 Energy Retrofitting $118,844 $0 $90,000 Equipment&Vehicles Public Bldgs $618,929 $150,550 $31,000 (1) Facilities Improves $96,187 $30,000 $40,000 Handicapp Access $55,000 $0 $0 Loan Pool Reserve $50,000 $0 $50,000 New Courthouse Renovations $189,286 $0 $25,000 Northern Human Servs $369,950 $0 $0 Northside Human Servs $20,000 $0 $0 OCIM Building $0 $0 $5,000 " Optical Imaging $325,403 $0 $0 Orange Enterprises $10,500 $0 $0 Planning&Ag Bldg $6,150 ($6,150) $0 Rural Education Center $55,000 $0 $0 Skills Development $1,250,000 $0 $500,000 Southern Human Servs $4,790,000 $60,000 $0 Strategic Automation $156,375 $0 $425,000 Hum Servs Automation $449,515 $0 $105,175 Geographic Information System $547,939 $12,500 $30,000 Transitional Family Housing $65,000 $0 $0 Whitted Human Sery $447,840 $0 $0 Co Comm System $173,000 $0 $0 Criminal Justice Study $0 $0 $75,000 Equipment/Vehicles Public Safety $581,793 $408,600 $0 (1) Jail/New Crthse Add $3,707,104 $325,000 $0 Emergency Preparedness $0 $0 $300,000 Equipment/Vehicles Public Works $98,417 $0 $36,890 (1) Fairview Clay Cap $50,000 $0 $0 Fuel Tank Rplcmnts $15,000 $0 $0 Motor Pool Facility $1,592,590 $0 $o Solid Waste Centers $204,000 $0 $o " Efland Cheeks Park $38,250 $0 $0 Equipment/Vehicles Recreation $14,700 $0 $0 (1) Fairview Park $75,000 $0 $0 Hargraves Gymnasium $50,000 $50,000 $0 New Hope Corridor $30,000 $15,000 $0 OHS Tennis Courts $57,500 $0 $0 Park/Recreation Facs $55,000 $0 $0 Triangle Sportsplex $900,000 $400,000 $0 Efland Sewer Extension $50,000 1 $50,000 $0 Utility Extension Develop 1 $155,000 1 $0 $0 Ordinance is included in Budget Amendment#10. 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With this change,the lowest salary grade in use for permanent County positions will be Salary Grade 57 and the minimum salary for a permanent employee will be $8.24 an hour. 2. Establish the class of: • Electrician at Salary Grade 64 ($24,106 - $38,327). This position is part of the Fiscal Year 1997-98 budget and will provide a licensed electrician in Public Works for the installation,maintenance and repair of electrical systems. 3. Change the class title and salary grade of: • Hazmat/Training Coordinator at Salary Grade 62($21,866 - $34,767)to Emergency Management Training Coordinator at Salary Grade 65 ($25,312 - $40,244). The Fiscal Year 1997-98 budget provides for an increase in hours for the existing Hazmat/Training Coordinator in Emergency Management and the addition of responsibility to that position for the coordination of all mandated training for County paramedics,basic life support staff and fire-fighters, and to ensure that all such personnel are trained Occupational Safety and Health Administration (OSHA)Bloodborne Pathogens and Hazardous Materials regulations, among others. 4. Delete the following classes: • Assistant Tax Supervisor • Assistant Telecommunications Supervisor • Audio Visual Technician • Clerk Typist III • Data Entry Clerk • Library Reference Assistant There is no longer a need to maintain these classes as part of the Orange County Classification and Pay Plan. f:\pers\elgin\c&p-plan\budwk97.doc June 25, 1997 C4032-6/97 ELECTRICIAN 21 GENERAL DEFINITION OF WORK: Performs difficult technical work in the installation, maintenance and repair of electrical systems, equipment and fixtures; does related work as required. Work is performed under general supervision. Serve as lead worker on electrical projects with other skilled and semi-skilled employees. TYPICAL TASKS: Installs, repairs and replaces electrical circuits, distribution panels, receptacles, switches, light fixtures, including fluorescent ballast and tubes, incandescent bulbs, and other electrical devices; Designs and installs electrical circuits and systems for renovations and new equipment, including computers; Determines the type, size and quality of wires,panel boards, switch boxes and other equipment necessary to perform the job; Troubleshoots, locates and diagnoses trouble occurring in buzzers,thermostats, shop equipment and building electrical systems and makes necessary repairs; Reads and understands electrical schematics, blueprints, services manuals, and data on equipment to diagnose problems; Estimates and purchases materials needed for construction or repair jobs; maintains a stock of frequently used supplies; Reads wiring diagrams; wires, diagnoses and repairs control panels; Installs computer network cabling and connections; Trains other mechanics to perform electrical work; Performs general maintenance work orders including HVAC,plumbing, carpentry, painting and general services such as moving and deliveries; Performs related tasks as required. KNOWLEDGES, SKILLS AND ABILITIES: Thorough knowledge of procedures,techniques, materials and equipment used in the installation, maintenance and repair of electrical systems. Thorough knowledge of the principles of electricity and their practical applications. Thorough knowledge of the hazards and the applicable safety precaution of electrical work. Thorough knowledge of electrical codes applicable to this area. Ability to read and interpret blueprints and specifications. Ability to detect malfunctions, analyze causes and take remedial action rapidly and effectively. EDUCATION AND EXPERIENCE: Any combination of education and experience equivalent to graduation from high school and at least 5 years experience in the installation, maintenance and repair of electrical systems. SPECIAL REQUIREMENTS: Possession of an appropriate driver's license valid in the State of North Carolina. Certified as licensed Electrician in the State of North Carolina. C7105-6/97 22 EMERGENCY MANAGEMENT TRAINING COORDINATOR GENERAL DEFINITION OF WORK: Performs intermediate technical work in planning, coordinating, and communicating continuing education courses for basic life support, advanced life support and fire certification training. Work is performed under regular supervision. TYPICAL TASKS: Develops continuing education program to ensure employees and volunteer EMS and fire personnel maintain training requirements for advanced life support certification; Coordinates with community colleges and hospital to provide continuing education classes; Conducts training needs assessment; Reviews class materials and content for compliance with state requirements; Maintains personnel training records for employees and volunteers; Informs personnel on certification status and training needs for maintaining certification; Trains employees on use, handling and storage of work-related hazardous materials; Communicates with management about training needs and certification status; Performs related tasks as required. KNOWLEDGES SKILLS AND ABILITIES: General knowledge of the Emergency Management delivery system including firefighter and paramedic certification requirements. Ability to establish and maintain effective relationships with employees,fire departments, law enforcement, community college personnel, community agencies and continuing education providers; knowledge of computer applications for organizing and maintaining records and reports; ability to ensure compliance with established rules and guidelines. EDUCATION AND EXPERIENCE: Any combination of education and experience equivalent to graduation from high school and at least one year experience in coordinating and organizing training courses supplemented with experience in fire service or recognized emergency medical services program. 23 41tachment 7 Draft Revision to the Orange County Personnel Ordinance, Article V, "Pay Plan" Sections 7.3 and 8.3 7.3 Career Growth Recognition Award Amount For employees with WPPR Review Dates of July- 1,, 1996 July 14, 1997 (the beginning date of the first pay period in Fiscal Year 1996 97 1997-98) through july 13, 1997 July 12, 1998 (the ending date of the last pay period in Fiscal Year 7 1997-98), the Career Growth Recognition Award amount for an eligible employee is a quarter step (approximately 1.25 percent) salary increase. 8.3 Performance Award Amount 8.3.1 For employees with WPPR Review Dates of Aily 1, 1996 July 14, 1997 (the beginning date of the first pay period in Fiscal Year 1996 1997-98) through July 12, 1998 (the ending date of the last pay period in Fiscal Year 1.9969 1997-98), the Performance Award amount is as follows: Performance Rating Performance Award Unsatisfactory None Needs Improvement None Effective None Highly Effective $400 or I% of annual salary, whichever if larger Outstanding Achievement $800 or 2% of annual salary, whichever is larger For a Permanent Part Time employee, the amount is prorated based on the employee's appointment hours. f.-\e\career.doc June 23, 1997 4ttachmnt 8 24 a s U w c� ao o� > o R e4 �o I"T *0 00 00 00:00!00 00 00 00 00:00 1 00!00.00 r- l'- -Y S �O' V1 V1 M cn y� •O Ft'I O� 00 CO O' 00 00 00 00 00 00 00 00 00 00'',00 00 00:00 Os 0� ON ONI O�1 O� O� 71 O, a`'rna` rno, ON,rnON0aa, ca (7 ,0, C+ o�'o� o`',a,, L E! .EI w E E y a cad n N o L v oj ros Al cqs U ci _o n. a 8 E O .Ni yl. 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Uu a1wxU t y ice. � 38 a R l.. U a� w 00 o� o� o� ^o a� o a 0 L G I O eyC •� 6> aW) knk, kn ke) tn kn CC� CO C cl fly, pip, y �;•Cd C L C y' U cl y a. a� 0 0 00,000 0kf,! ° OOl � 46Srls � � �I�' °o -v a cc 00 O cn ° Icy 7 L y O J y y O ^ C cO C N b0i, O O Z V ti 7I, rVj y O p m c0C, CO cl � b:'C Q Cq = CQ E' ' U y m V1 U Q cl G� t ° c L r y _ s L p E LZ x k, cn d-- h p • 39 MEMORANDUM TO: Orange County Commissioners FROM: John M. Link, Jr. , County Manager DATE: June 26, 1997 RE: Attached Letter from Mark Royster I received the attached faxed letter from Chair Royster, at 4 :45 pm June 25th. (yesterday) As I told him and staff, in earlier conversations this week, GS 115C-430 requires the BOCC to apportion current expense according to membership of each unit . As we indicated in the work session with the school systems, Mandy Farmer of the N.C. Dept . of Public Instruction stated that no new certified numbers for any school system would be changed from the original numbers of March. I am recommending that the BOCC not respond favorably to this request for the following reasons : 1 . The BOCC must respond to both school systems at the same time based on certified membership. Present law, does not allow funding for just one system. The Orange County system would have to be willing to pursue the same process as suggested by the Chapel Hill system. The uncertainty surrounding school allotments versus actual enrollment is an annual occurrence. Sometimes, school systems enroll more students than the State projected, sometimes less . In 1996-97, for example, the Orange County Schools enrolled far more than the increase of 63 students that the State had projected. In that case • and in years past, the school systems have adjusted their budgets as necessary to deal with more or fewer students than were projected and budgeted. 2 . Even if number one could be worked out, the BOCC would have to revisit the total appropriation for the school systems which would impact the tax rate. The district tax rate would also be impacted, were that source of funds to be considered. Moreover, if a higher district tax rate were established, the Board of Commissioners would not have authority to hold the additional revenue in reserve . Under State law, once the Commissioners set the district tax rate, all revenue produced is used at the discretion of the school board. 3 . Counties with more than one school system have historically, and with mutual consent by the school systems, used the spring certified numbers given by the state. This provides order, stability and a level playing field for both the school systems and the BOCC. Changing this process needs to be carefully and thoroughly reflected upon and not considered in the heat of the budget season. .,. 40, Chapel Hill-Carrboro Clty Schools Fax # (919) 9334568 Phone # (919) 967-8211 FAX COVER SHEET Onto: ZIA 9!'l Time: --- Attention: From: Total Pages (Including this cover sheet) Please respond by: Comments: This facsimile contains CONFIDENTIAL INFORMATION which also may be LEGALLY PRIVILEGED and which Is Intended only for the use of the Addressee(s) named. if you are not the Intended remplent of this faceimile, or the employee or the agent responsible for delivering it to the Intended runt, yoo hereby are rK*fted that any d nation or ..copying of this facsirnil®may be stkgy died, if you have recehred this facsimile in error, Please.krarnedlately notify us by telepfrane at (919) 967-8211. 41 Chapel Hill-Carrboro City Schools Lincoln Center, Merritt Mill Road Chapel Hill, North Carolina 27516-2881 The Board of Education Telephone: 919/967-8211 Ext. 226 FAX: (919) 933-4560 Neil G. Pedersen Mark Royster,Chair Superintendent TO: OrAnge County Commissioners FROM: R Chair Board of Education RE: 1997-98 Budget Request for Additional Students DATE: June 23, 1997 We are very appreciative of the additional two cents added in the budget resolution of the special district tax that would increase funds to the CHCCS budget by $820,518. If you have not heard, on Friday, the House and Senate approved the Excellence in Schools Act that mandates the average teacher salary increase to 6.5 percent. Therefore, the timing of the additional budget allocation could not have been better. It will now allow us to fund some of our most critical needs beyond the state mandated salary increases and the funds to charter schools. There still continues to be concern about the increased enrollment projected by DPI in May of 89 students who will be entering public school from home and/or private schools. We understand from DPI that we cannot obtain certification of those students until July 1. Since this date, July 1, is after the approval date of the budget, we respectfully ask that you set up a reserve in your budget of $1,889 per student, or $168,121, for the 89 public school students anticipated by DPI's May report. These funds would be held in your contingency and will only be allocated on a per pupil basis up to and including 89 students, upon certification by DPI in July. Charter schools are new to all of us and, certainly, the funding process has been quite frustrating. We hope that you will approve the reserve funds, $168,121, so that we will not have to cut into the funds allocated to our students. Thank you for the continued commitment, shown by your actions, to meet the educational needs of the public school students of our school district. C, John Link Neil Pedersen r,. 42 115C-430. Apportionment of county appropriations among local school administrative units. If there is more than one local school administrative unit in a county, all appropriations by the county to the local current expense funds of the units, except appropriations funded by supplemental taxes levied less than countywide pursuant to a local act of G.S. 115C-501 to 115C-511, must be apportioned according to the membership of each unit. County appropriations are properly apportioned when the dollar amount obtained by dividing the amount so appropriated to each unit by the total membership of the unit is the same for each unit. The total membership of the local school administrative unit is the unit's average daily membership for the budget year to be determined by and certified to the unit and the board of county commissioners by the State Board of Education (1975, c. 437, s. 1; 1981, c. 423, s. 1; 1985 (Reg. Sess., 1986), c. 1014; s. 78.) 115C-431. Procedure for resolution of dispute between board of education and board of county commissioners. 96 B. ADOPTION OF THE 1997-98 BUDGET, CAPITAL AND GRANT PROJECT ORDINANCES BUDGET AMENDMENT#10 (CARRYOVER ITEM FROM THE CONSENT AGENDA) Commissioner Carey clarified that the money for the loan pool and the Strategic Automation Plan is in a reserve account. Motion 1 -A motion was made by Commissioner Carey, seconded by Commissioner Halkiotis to adopt the 1997-98 Orange County Budget Ordinance as presented in the agenda. VOTE: AYES, 4; NO, 1 (Chair Crowther) Motion 1 b -A motion was made by Chair Crowther, seconded by Commissioner Carey to approve the budget ordinance amendment, the grant project ordinances, and the capital project ordinances as presented and as attached on pages (Item 8-K on the Consent Agenda) VOTE: UNANIMOUS Motion 2 -A motion was made by Commissioner Halkiotis, seconded by Commissioner Brown to adopt the County Capital and School Capital Project Ordinances. VOTE: UNANIMOUS Motion 3 -A motion was made by Commissioner Gordon, seconded by Commissioner Halkiotis to adopt the 1997-98 grant Project Ordinances as presented. VOTE: UNANIMOUS Motion 4 -A motion was made by Commissioner Halkiotis, seconded by Commissioner Brown to adopt the 1997-98 Salary Schedule to be effective July 14, 1997. VOTE: UNANIMOUS Motion 5 -A motion was made by Commissioner Halkiotis, seconded by Commissioner Carey to adopt revisions to the Orange County Classification Plan effective July 1, 1997. VOTE: UNANIMOUS Motion 6-A motion was made by Commissioner Gordon, seconded by Commissioner Halkiotis to adopt the revisions to the Personnel Ordinance. VOTE: UNANIMOUS Motion 7 -A motion was made by Commissioner Halkiotis, seconded by Commissioner Brown to adopt the County Fee Schedule with the understanding that this schedule will be reviewed for updating. VOTE: UNANIMOUS