HomeMy WebLinkAboutAgenda - 06-05-2008-ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: June 5, 2008
Action Agenda
Item Noo
SUBJECT: Discussion of Fiscal Year 2008-09 Annual Operating Budget -County Staffing
and Operations
DEPARTMENT: County Manager
Financial Services
PUBLIC HEARING: (YIN) No
ATTACHMENT(S):
Attachment 1. Manager Recommendations
for New Staff and/or changes
to Existing Staff for FY 2008-
09
Attachment 2. Positions Proposed as Part
of Transition of Long-Term
Temporary Funding to Meet
Permanent County Staff
Needs
Attachment 3. Annual Operating Costs
Associated With Opening of
New Facilities
Attachment 4. Alternative Scenarios For
Possible Modifications to the
FY 2008-09 Recommended
Budget
J
INFORMATION CONTACT:
Laura Blackmon, (919) 245-2300
Donna Coffey, (919) 245-2151
PURPOSE: To give the Board an opportunity to review and discuss the Manager's
Recommended FY 2008-09 fiscal year budget.
BACKGROUND: The County Manager released her FY 2008-09 recommended budget on
May 20, 2008. Since that time, the Board has conducted two public hearings to receive
residents' comments regarding the recommended budget. Tonight's work session is the first
opportunity the Board has had to discuss the proposed funding plan for next fiscal year,
As the Manager shared with the Board and public hearing attendees, five major guidelines were
used in developing the FY 2008-09 budget:
2
~: Balance increasing service demands and sluggish revenue growth while keeping our
community affordable for all residents.
~. Balance the Board of Commissioners' historic commitment to schools as the County's
top funding priority with other community needs.
Provide a safe and healthy community for our growing populations including multi-cultural
and economically stressed residents.
-~: Fund staffing, operational and capital costs associated with new County facilities that will
come on-line during the next fiscal year.
~= Offer a competitive pay and benefits package for our current permanent employees to
enable them to deal with financial strains caused by rising gas, food, health care and
housing costs
FY 2008-09 Recommended New Staff Resources
Attachments 1 and 2 of this agenda abstract provide matrixes outlining the new staff resources
included in the Recommended FY 2008-09 Budget. New recommended staffing includes
transitioning long-term temporary positions to permanent positions, staffing for new facilities and
positions to meet service demands of our growing populations. During tonight's work session,
the Board will have the opportunity to discuss staffing recommendations with the Manager and
department directors.
FY 2008-09 Recommended Operational Costs Associated with Opening New County
Facilities
During fiscal year 2008-09, eleven new County facilities will open. Attachment 3 of this agenda
abstract provides a summary of annual operating costs associated with opening these facilities.
The Manager plans to review these costs with the Board during tonight's work session.
Departmental Budgets by Exception
During tonight's work session, Commissioners will have the opportunity to ask questions of the
Manager and department directors regarding recommended funding levels. The Manager
recommends the Board discuss departmental budgets by exception. Appendix A of the
supplemental budget data provided to the Board outlines funding for individual line items by
department.
FY 2008-09 Employee Pay and Compensation Plan
The FY 2008-09 Recommended Budget includes the following pay and compensation plan
elements for current county employees:
• 2'/2% Cost of Living Adjustment for all employees effective July 1, 2008 - $1,000,036
• Enhancement of the In-Range Salary progression from 1 % for proficient and 2% for
exceptional to 1 % for proficient and 3% for exceptional - $220,710
3
Maximum increase in annual health insurance premiums of 8 percent effective January
1, 2009 - $264,000
Implementation of Phase I of classification and pay plan - $225,000
o To address employees' salaries most out-of-line with the market
o Full funding of Archer results recommended for July 1, 2009
During tonight's work session, the Board with have the opportunity to discuss the recommended
pay and compensation plan with the Manager and Human Resources Director.
Alternative Scenarios For Possible Modifications to the FY 2008-09 Recommended
Budget
During the FY 2008-09 budget presentation on May 20, 2008, the Board expressed desire to
reduce the recommended ad valorem tax rate of $1.038 per $100 valuation to a lower rate.
Attachment 4 of this agenda abstract outlines, in priority order, proposed service delivery
changes for selected non-mandated areas of county government including elimination and
deferral of some programs. Staff is still compiling impact statements related to elimination of
the individual programs. Impact statements will be faxed and emailed to Commissioners and
available on -the County's website on Tuesday, June 3, 2008.
As the Board considers reducing the recommended tax rate, the following elements should be
taken into consideration:
The Manager's Recommended FY 2008-09 General Fund budget totals $188.3 million,
an increase of 8.4% over the current year budget.
~= Total recommended funding for education, including funds for local boards of education
and Orange County's Durham Technical Community College Satellite Campus,
increased 8.5% from the current year approved budget while total recommended funding
for county related expenditures increased 8.4%.
Departmental budget requests maximized current resources to provide services for our
residents. Prior to the budget coming to the Board, departmental budget requests were
reduced in two main areas- temporary personnel and operating expenditures. With the
exception of costs associated with new staff and new facilities, operational budgets were
held to a 2% increase over the original current year operating budget.
-~ Funding for education related
portions, including Orange County
Durham Technical Community
College Campus, of the County's
total General Fund equates to $92
million or 48.9% of the total $188.3
million General Fund budget.
The remaining 51.1 % of the total,
or $96.2 million, will cover costs of
day-to-day staffing, operating, debt
repayment and capital costs to
provide services to our more than
Orange County Recommended FY 2008-09 Budget
Education Share ,'.
of General Fund ! ~~
' - "`~ ~' ~~ County Share of
I ; ~. f ~ General Fund
4
123,000 residents
~= The recommended funding level for Education allows sufficient funds to provide salary
increases for locally paid teachers and classified staff at the amounts included in the
Governor's budget released earlier this month. Last week, legislators discussed
providing lower salary increases for those personnel.
~~: Recommended salaries and benefits for the County's permanent and temporary
employees make up 53% of the County's share General Fund.
o $139,000 provides for transitioning long term temporary employees to permanent
status.
o $156,346 provides salary and benefits for six new positions to staff new County
facilities
o $1,070,966 provides salaries and benefits of other recommended new ad valorem
supported permanent staff
o $1,273,744 provides health insurance coverage for our retirees -the equivalent of
just over one cent on the tax rate
o $1.08 million provides workers compensation and unemployment insurance
coverage for County staff
o $47.3 million maintains the County's current permanent staffing levels and
provides for cost of living adjustments, pay for performance and increased costs
of health insurance
~: General Fund debt service in FY 2008-09 totals $26.1 million with 75% of that amount
allocated to repay school related debt and the remaining 25% repaying county related
debt. Repayment of debt equates to 20.5 cents of the FY 2008-09 recommended tax
rate.
~: Public assistance accounts for 3.5% of the County's share of the recommended General
Fund budget at a cost of $3.4 million
:~ Anticipated savings in Medicaid expenditures (the largest component of our Public
Assistance budget) fall short of the amounts projected by State fiscal analysts last
August. Last August, State analysts projected in FY 2008-09 Orange County would
realize Medicaid savings resulting from Medicaid Relief of $2.4 million. Those savings
projections were based on the assumption that Orange County budgeted the full amount
of Medicaid funding, $4.5 million, as recommended by the State for fiscal year 2007-08.
However, during budget balancing deliberations last June, the Board anticipated that the
State would provide Medicaid relief to counties, and reduced the Manager's
Recommended funding level of $4.5 million to $4 million. This, coupled with recalculated
Medicaid expenditures resulting from the economic slowdown, results in actual savings in
FY 2008=09 of $1.65 million compared to August 2007 projections of $2.4 million.
Funding for day-to-day operations of county government including fuel for vehicles,
utilities for buildings, supplies for staff and clients, etc., equates to $24.5 million or 25.5%
of the County's share of the General Fund.
o Included in the day-to-day operations component of the budget are non-personnel
related costs totaling $3 million associated with opening eleven new facilities in
the upcoming fiscal year.
5
In addition to the attachments provided in this agenda item, staff has also prepared a package
of data, including line item details by department and budget requests from both local Boards of
Education and Durham Technical Community College, for the Board to have as supplemental
information that may be useful for tonight's work session as well as upcoming work sessions on
June 12 and 17.
FINANCIAL IMPACT:
The chart below oufilines the funding impact on the County and Schools should the Board
decide to reduce the recommended tax rate.
From 103.8 From 103.8
Alternative Scenarios for Possible Budget Modifications cents to 102.8 cents to
cents 101.8 cents
Cent Equivalent 1 2
Total Budget Cuts for County and Schools $1,271,729 $2,543,458
Total Education Share (including funding for Orange County Campus of Durham $621,875 $1,243,751
Technical Community College) (48.9% of total recommended General Fund budget)
Total County Share (51.1% of total recommended General Fund budget) $649,854 $1,299,707
RECOMMENDATION(S): The Manager recommends that the Board of County Commissioners
review and discuss the Manager's Recommended FY 2008-09 budget.