HomeMy WebLinkAboutAgenda - 02-08-2005-2bORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: February 8, 2005
Action Agenda
Item No. Q-6
SUBJECT: Resident Caretaker for Little River Regional Park
DEPARTMENT: Personnel and Recreation and PUBLIC HEARING: (Y/N) No
Parks
ATTACHMENT(S):
Memorandum regarding use of Resident
Caretakers in County Parks
INFORMATION CONTACT:
Elaine Holmes, Personnel Director,
Extension 2550
Lori Taft, Recreation and Parks
Management Director, Extension 2673
TELEPHONE NUMBERS:
Hillsborough 732-8181
Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To receive information on possible use of a Resident Caretaker in Little Regional
Park and provide direction to staff.
BACKGROUND: Attached is a memorandum from Personnel Director Elaine Holmes
regarding "Use of Resident Caretakers in County Parks." This outlines the possible functions
for a resident caretaker at Little River Regional Park, the applicable legal requirements and
available options.
FINANCIAL IMPACT: Costs of a Resident Caretaker would be contingent on the direction the
Board wishes to pursue.
RECOMMENDATION(S): The Manager recommends that the Board discuss the possible use
of a Resident Caretaker at Little River Regional Park and provide direction to staff.
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Attachment
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Orange County Personnel Department
208 South Cameron Street
Post Office Box 8181
Hillsborough, NC 27278
MEMORANDUM
Elaine Holmes Tel (919) 245-2550
Director Fax (919) 644.3009
www.co.orange.nc.us
February 8, 2005
TO: Orange County Board of Commissioners
John Link, County Manager
FROM: Elaine Holmes, Personnel Director
SUBJECT: Use of Resident Caretakers in County Parks
The Manager asked that I review and report on the possible options as to the use of
Resident Caretakers in County Parks. The question arises in relation to Little River Park
which has a residence available.
1. Possible Functions of a Resident Caretaker
Attachment 1 is a list of possible duties for a Resident Caretaker for Little River Park as
these were proposed by the Recreation and Parks Management Director. To facilitate
consideration of the options, I have sorted the list into duties that pertain to the
residence itself and duties that pertain to the park.
As you will note, the duties are a combination of security, cleaning, maintenance,
operational and customer service duties. These range from relatively unskilled duties
to duties requiring significantly more training and experience. Many of the duties relate
to evening, night and early morning activities.
2. Applicable Legal Requirements
The available options and how these may be configured are impacted by Federal law
and regulations, including Internal Revenue Service regulations, the Federal Fair Labor
Standards Act, and Landlord/Tenant law..
Internal Revenue Service regulations prescribe who must be treated as an
employee and who may be treated as a contractor. As a general rule, anyone who
performs services over which the County controls what will be done and how it will
be done is an employee. If the County directs only the results to be accomplished
and not the means or methods of accomplishing the result, the person may be
treated as a contractor if they otherwise qualify.
An Equal Opportunity/Affirmative Action Employer
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Attachment 2 lists some of the IRS guidelines for determining an employee versus
an independent contractor relationship. Please note this is fairly complex area of
law, regulation and court decisions. Among other things, there is no one factor that
is controlling.
The IRS regulations require that the employer withhold income taxes, withhold and
pay social security and Medicare taxes and provide unemployment compensation
for an employee. This is not required for an independent contractor.
• The Federal Fair Labor Standards Act (FLSA) and regulations also prescribe when
an employment relationship exists. It uses similar criteria as those of the IRS. The
County is covered by FLSA.
• Beyond the above law and regulations, there a number of landlord/tenant laws that
prescribe the relationship between a landlord and a tenant. Please note that a
tenant is not a contractor. Of importance in considering options for a resident
caretaker are laws related to eviction that generally favor the tenant.
3. Examples of Caretaker Arrangements
We have identified two examples of current resident caretaker arrangements in the
area:
• OWASA - Employs a Lake Warden and two Senior Assistant Lake Wardens as
resident caretakers. All three are permanent employees who are paid for hours
worked and receive benefits. They are required to live in residences at University
Lake and Cane Creek as part of their employment and they pay rent at a reduced
rate.
Wake County - Employs a Parks Manager located at Falls Lake. The Parks
Manager is a regular permanent employee who receives benefits. The employee
works a 40-hour schedule including one rotating weekend and serves on call. The
employee lives in the house rent-free but is required to pay utility costs.
4. Available Options
After consideration of all of the above, I see the following possible options for providing
a resident caretaker.
Option A - Resident Caretaker As County Employee
With this option, the caretaker would be a County employee under an arrangement
similar to that provided by OWASA. During the recruitment process, the County would
specify that the employee live in the residence as a condition of employment and also
specify that residency ends when employment ends.
Since the employee would be non-exempt under FLSA, the employment agreement
would include what is called a "Reasonable Agreement" for FLSA purposes that would
spell out the work duties and work schedule. Through this the County would protect
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itself from the possible situation where all the hours in the day (24) are claimed as work
time.
Such an employee could be permanent full time or permanent part time (regularly
scheduled at least 20 hours each workweek) or the employee could be temporary part
time regularly scheduled 15 hours a week or less.
If the employee were permanent full time, he or she could be assigned all of the duties
on the Attachment 1 list as well as possible additional duties. If the employee were
permanent part time, the duties list could be tailored to this. If the employee were
temporary part time 15 hours or less, then the duties could be limited to such functions
as those shown in Items 5 - 14 on the Attachment 1 list.
I have not included a temporary full time or temporary part time with hours greater than
15 hours per week employee as an option because the caretaker functions are on-
going in nature and are not seasonal or short term. (County policy provides that a
temporary employee may continue on an indefinite basis if regularly scheduled for 15
hours or week a less each week since such an appointment is not eligible for employee
benefits.)
Option B - Tenant Only
This option would provide for a landlord/tenant relationship only. With this the tenant
would occupy the residence, pay rent and perform those functions specified on
Attachment 1 as "For the Residence." It would provide for a physical presence in the
residence but not for the other caretaker duties. If the Board desired, it could authorize
another Recreation and Parks position to address the other needs and duties.
I have not included "independent contractor" as an option. I do not believe this is an
option based on the:
Applicable law and regulations,
Duties to be performed,
The control the County needs and desires over these functions and
On-going nature of the relationship.
5. Impacts
Option A- Resident Caretaker as County employee
o As a permanent full time position, achieves the coverage objectives and
accomplishes the duties, if it can be filled satisfactorily.
o As a temporary part time 15 hours or less each workweek position,
provides for needed evening and early morning coverage, even though
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does not address all the duties,
o May be a difficult position to fill because of the residency requirement..
(Potential candidates already may have housing they do not wish to leave
or may be reluctant to relocate for other reasons.)
o Requires funding for a temporary or permanent position. This may be
offset to some extent by the rental amount,
o If a permanent employee, requires that any termination be based on just
cause. If a temporary employee, termination may be at will as the County
decides.
o If the employment ends, will require that the employee vacate the
residence. If the employee is not willing to do so, requires that the
County pursue an eviction process.
Option B - Tenant Only
o Accomplishes the objective of a physical presence in the residence.
o Does not accomplish the other caretaker objectives.
o If the tenant is unsatisfactory and not willing to vacate the premises,
requires that the County pursue an eviction process.
6. Staff Recommendation
I convened a staff work group to discuss and consider the options. This work group
included Finance Director Ken Chavious, County Attorney Geof Gledhill, Purchasing
and Central Services Director Pam Jones, Environment and Resource Conservation
Director Dave Stancil, Recreation and Parks Management Director Lori Taft and
myself.
As a result of this discussion, the staff work group recommends the County pursue
Option A with the caretaker as a temporary part time 15 hour or less employee with
year-to-year lease for the residence. The reasons the staff work group recommends
this approach are:
This option offers an opportunity to test the caretaker arrangement on a trial or pilot
basis. In this way, we may gain experience with what would be a new arrangement
for the County.
With the employee as temporary part time and a year-to-year lease, the County
may terminate the arrangement on short notice if it is not satisfactory or does not
meet the objectives.
It would offer a possibly attractive opportunity for someone with a primary position
elsewhere (not a current County employee) who is interested in secondary
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employment (after hours) in an attractive setting.
Please let me know if you have any questions or if I can provide any additional
information.
cc: Ken Chavious
Donna Dean
Geoffrey Gledhill
Gwen Harvey
Pam Jones
Dave Stancil
Lori Taft
Rod Visser
Attachment 1
Possible Duties for Resident Caretaker
As Proposed by Recreation and Parks Management Director
For Little River Regional Park
For the Residence
Maintain a presence in the residence to provide security against vandalism and
trespassing.
2. Provide for the regular care of the residence such as to assure heating is adequate
to prevent pipes from freezing, adequate propane is on hand and the like.
3. Maintain the exterior and interior of the residential structure in a proper
manner/appearance.
4. Perform minor maintenance, repair and upkeep of the interior and adjacent
residence grounds to include painting, mowing, trimming, carpet cleaning, appliance
repair, general cleaning and the like. (Prior approval for all painting and repair must
be obtained from Parks Services Director.)
For the Park
5. Provide evening and night availability as determined by park management to help
eliminate after-hours vandalism, theft, trespassing, night spotting/hunting, illegal
camping, etc.
6. Provide emergency repairs and support, if needed, due to accidents, equipment
failure, weather damage, etc., to park facilities and/or in relationship to park patrons
and adjacent neighbors.
7. Complete training for certification in CPR and First Aid. Retrain to maintain
certification annually or bi-annually as required.
8. React as the first-responder, within the limitations of required training, to any
required emergency conditions that may arise during evening or night hours while
park staff is not present.
9. Open and/or close the park when park staff is not assigned or available, with its
support facilities (i.e. restrooms, trails, etc.)
10. When instructed by park staff, close/open trails due to poor conditions/improved
conditions.
11.In the absence of park staff, inspect the facilities before and after each day of
operation.
Check/secure Park Office
Check Maintenance Facility
Check Restrooms
Check Picnic Shelters
12. Observe and enforce hours of the park's operation.
13. Report immediately non-public hour(s) violations to 911 and the Parks Services
Director or designee.
14. Performs on-call duties including:
Responds to Orange/Durham Sheriff, Emergency Management and Fire
Department requests for emergency assistance in the park.
• Directs Orange/Durham dispatchers to the appropriate gate, staff person, and
otherwise assists them.
15.Assist as assigned, with evening or night park activity as scheduled, such as
camping, special programs and events.
16. Provide assistance/recommendations to support both full time and temporary park
personnel.
17. Check Picnic Area/ADA Loop
18. Change or update Park information line as necessary.
19.Adhere to the facility security/maintenance and other checklist(s).
20. Complete task list as assigned by the Parks Services Director as determined
quarterly with the exception of authorized holidays of closing and approved Leave.
21. As determined, perform project tasks such as:
• Construction of two well houses
Construction of benches, windows, doors and steps in the pack house
• Construction of a shed roof on the maintenance barn
• Improvements to the maintenance shed such as replace rotten logs, chink logs,
roof repair, fill holes, and the like.
Construction of a mulch bin using materials on site
Construction of benches as needed along trails
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22. Possess the mental and physical abilities to successfully perform the responsibilities
assigned within the Park.
23. Wear assigned/issued departmental uniform (staff shirt or cap etc.) when
performing opening/closing duties or any other department related duties.
24. Answer directly to the Parks Services Director or his/her designee.
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Attachment 2
Determining Employment vs. Independent Contractor Relationship
(From the Internal Revenue Service Website and
"Independent Contractor or Employee..." Brochure dated 12-99)
In general, someone who performs services for you is your employee if you can control
what will be done and how it will be done. The courts have considered many facts in
deciding whether a worker is an independent contractor or an employee. These facts fall
into three main categories. In each case, it is very important to consider al the facts - no
single fact provides the answer:
Behavioral Control - Facts that show whether the business has a right to direct or
control the worker. The business does not have to actually direct or control the way the
work is done - as long as the employer has the right to direct and control the work. For
example:
Instructions - if the person receives extensive instructions on how the work is to
be done, that suggests an employee. Instructions can cover a wide range of
topics:
1. How, when or where to do the work
2. What tools or equipment to use
3. What assistance to hire to help with the work
4. Where to purchase supplies and services
If the person receives less extensive instructions about what should be done, but
not about how it should be done, this may suggest an independent contractor.
For instance, instructions about time and place may be less important than
directions on how the work is performed.
o Training - If the business provides the person with training on the required
procedures about required procedures and methods, this indicates the business
wants the work done in a certain way and that suggests an employee.
Financial Control - Facts that show whether the business has a right to direct or
control the business aspects of the worker. These include:
o The extent to which the worker has unreimbursed expenses.
o The extent of the worker's investment in the work.
o The extent to which the worker makes services available to the relevant market,
o How the business pays the worker.
o The extent to which the worker has the opportunity to realize a profit or incur a
loss.
Type of Relationship - Facts that illustrate how the business and the worker perceive
their relationship. For example:
o Written contracts describing the relationship the parties intended to create
o Whether the worker is provided with employee-type benefits
o The permanency of the relationship.
o How integral the services are to the principal activity of the business.