HomeMy WebLinkAboutAgenda - 11-15-2007-4gORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: November 15, 2007
Action Agenda
Item No. ~- -~C _
SUBJECT: Approval of Annual Budget Request Process for County Financial Support to
Human Services Related Agencies
DEPARTMENT:
County Manager's Office
Budget Office
ATTACHMENT(S):
PUBLIC HEARING: (Y/N) No
INFORMATION CONTACT:
Gwen Harvey, Assistant County
Manager, 245-2300
Donna Coffey, Budget Director, 245-2151
PURPOSE: To approve changes in the annual budget request process for Human Services
related outside agencies requesting County financial support.
BACKGROUND: The County has historically solicited applications for outside (non-profit)
agency grant funding as part of its annual budget process. The County Manager's Office in
conjunction with the Human Services Advisory Commission, the Human Services Management
Team, and Budget Office coordinates responsibilities for orienting and training the grant
seekers, soliciting and evaluating grant applications, and providing technical support and
guidance to the BOCC in~deciding final funding allocations. Following budget adoption each
year, Budget staff executes and administers agency performance agreements and prepares a
year-end report on agency accomplishments.
Staff has reviewed the outside agency application process and believes opportunity exists to
strengthen and accelerate this component of the annual budget process in the upcoming budget
season. Staff proposes the following changes beginning FY2008-09:
-~= Timeline
Historically, the annual outside agency funding process has kicked off in January
followed by completed applications due to the County in March -leaving little time for
thorough staff analysis before the Manager had to finalize funding recommendations by
mid-May. Staff proposes that, beginning in fiscal year 2008-09, the process be kicked off
in late November with completed applications due to the County mid-February 2008. As
outlined in the 2008-09 Budget Calendar, proposed outside agency funding for fiscal year
2008-09 would be a topic for a budget work session in March or April 2008 followed by
final Board funding decisions in June 2008.
~- BOCC Charge to Human Services Advisory Commission (HSAC)
In the past, while the Human Services Advisory Commission has reviewed outside
agency funding applications, the County Manager has exercised discretion on final
2
funding recommendations presented to the Board each year. Staff proposes that,
beginning in FY08-09, the HSAC formulate funding recommendations and present those
recommendations to Commissioners. This proposal mirrors how Carrboro and Chapel
Hill handle their annual outside agency appropriations. Technical training on best
management practices for volunteers charged with reviewing grant applications and
formulating recommendations will be provided to HSAC by Triangle United Way as
preface to the FY08-09 process.
#- Annual Human Services Related Funding Target
Heretofore the annual dollar amount allocated to outside agency funding has for the most
part remained stable. In FY 07-08, the BOCC appropriated $2,073,662 or about 1.2% of
the total General Fund budget to Human Services related non-profit agencies compared
to $1,905,317, about 1.1% of the total General Fund budget, in the previous year. It is
important to note that these amounts and percentages do not include amounts reserved
for the last few years in the Critical Needs Reserve.
It would be helpful to staff if Commissioners would establish, early in the annual budget
planning process, a target amount or percentage for Human Services related outside
agencies. The amount, similar in concept to the Board approved Education funding
target, might be reflective of past funding history of 1.1 % to 1.2% of total General Fund.
Should the Board agree to move forward with this proposal, staff could do further analysis
and propose a funding target percentage at a December 2007 or January 2008 regular
meeting for the Board to discuss.
County management has held preliminary discussions regarding these changes with the Human
Services Advisory Commission (HSAC) and is supportive and respectful of the opportunity for
increased responsibilities within the overall process. It is fully understood that final decisions on
agency funding allocations are the purview of the BOCC. The role of HSAC will be, with the
administrative support and guidance of County staff, to review, rate, and recommend funding
levels to the BOCC in the usual fair and competitive manner.
FINANCIAL IMPACT: As stated earlier in this agenda abstract, in FY2008-09 the BOCC
appropriated $2,073,662 or about 1.2% of the total General Fund budget to Human Services
related non-profit agencies compared to $1,905,317, about 1.1% of the total General Fund
budget, in the previous year. It is important to note that these amounts and percentages do not
include amounts reserved for the last few years in the Critical Needs Reserve. The financial
impact of funding Human Services related outside agencies in the future would be dependent on
the Board's adoption of a funding target policy and the annual amount of the County's General
Fund.
RECOMMENDATION(S): The Manager recommends that the BOCC approve the following
changes in how the County handles applications from outside agencies for grant funding as part
of the annual budget process:
1. Initiate an earlier start to the grant solicitation period;
2. Charge the Human Services Advisory Commission with making recommendations on
funding allocations directly to the BOCC; and
3. Direct staff to bring a proposed funding target policy for Human Services related outside
agency funding to the Board no later than January 15, 2008.