HomeMy WebLinkAboutAgenda - 04-16-2001-2ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: April 16, 2001
Action Agenda
Item No.
SUBJECT: Organization Assessment -Plan and Approach .. __ .
DEPARTMENT: County Manager's Office PUBLIC HEARING: (Y/N) No
ATTACHMENT(S): INFORMATION CONTACT:
Possible Focus Areas John Link, County Manager,
Extension 2300
Elaine Holmes, Personnel Director,
Extension 2550
TELEPHONE NUMBERS:
Hillsborough 732-8181
Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To consider a plan and approach for an organizational assessment to address
specific areas impacted by changes occurring in recent years. The possible areas to be
addressed include the following five: 1) Parks, open space and conservation, 2) Solid Waste,
3) Services to the Elderly, 4) Transportation and 5) Public information, communications and
"e-government."
BACKGROUND: During the November pay and benefits work session, the Board of
Commissioner expressed interest in an organizational assessment and briefly discussed
several possible areas for review. Staff has reflected on the needs and considered the most
effective approaches to complete this assessment.
Needs
In terms of the needs, a number of external environmental factors have developed in recent
years that impact the County's organization and services. Examples of such factors include:
1. Priority need to create parks and preserve open space at this critical time in the County's
growth.
2. Assumption ofi Solid Waste management responsibility from the Town of Chapel Hill.
3. Rapid growth in the County's elder population and service needs, particularly the frail elderly
and the continuing significant growth projected aver the coming years.
4. On-going growth in the County's transportation program, needs and challenges to be
addressed.
5. Increasing demand and possibilities for "e-government" that arise from the growth of the
Internet as a citizen communication tool. Interlinked with this is the County's need for a
coordinated, vigorous public information and communication program with the partnership of
the County Manager's and County Commissioners' offices. Specific areas to be addressed
include press releases, citizen inquiries, and comprehensive electronic calendar for all
department heads, Gounty Manager's office, Clerk to the Board and County Commissioners.
Such a program needs to take .full advantage of all available communications media
including the Internet, mailings, press releases, brochures and others.
Assessment Approach
It is recommended that the County pursue an approach that focuses on specific areas. The
attachment outlines five passible areas based on the above environmental changes. Such a
focused approach offers the best opportunity for a successful, timely outcome. In this way, the
work can be managed as well as the concerns and sensitivities that inevitably result fram such a
study.
Assessment Objectives
In general, for the five focus areas shown on the attachment, the organizational assessment
objectives would be to:
1. Inventory the functions and their current alignment within the County organization.
2. Assess the functional needs, including any unmet needs, and the environment.
3. Evaluate the operational effectiveness of the current organization; that is, the quality of the
current operations and services,.
4. Evaluate how the current organization is responding to the needs and environment.
5. Given the effectiveness, needs and environment,- recommend the optimal
structure/organization of these functions to achieve the County's work objectives
Consultant and Staff Use
To conduct this focused organizational assessment, staff recommends that the Board pursue
the following:
• Use of outside consulting assistance to complete the operational effectiveness evaluation
component of the assessment listed in the' assessment objectives (Objectives 3 and 4
above). This would be accomplished through interviews that may include employees,
involved department heads, citizen customers, County Commissioners, and the Manager.
In concert with the internal staff as noted below, use of the outside consulting assistance to
also complete the inventory and. assessment of the present functions and organizational
structure and identify possible future directions.
The consultant would provide technical expertise on governmental organizational matters as
well as administrative support in ultimately producing recommendations for the Manager and
Board's consideration. An external consultant will provide an independent perspective, keep
the project on-track and on time, and help bring ideas to the table on how to best address
the organizational needs and environment. Among other things, the consultant would
independently conduct and report on the operational effectiveness component of the study,
including interviews with involved employees, citizens, involved department heads, County
Commissioners, and the Manager.
• Use of an internal work group led by Personnel Director Elaine Holmes to organize and lead
the study and work with the consultant to complete the current function inventory, functional
needs assessment and identification of possible organizational responses/structure to
respond to the study findings (Objectives 1, 2 and 5 above).
Timing
Once the Board of Commissioners confirms the study plan and approach, including the specific
areas to be assessed, staff will proceed to identify a consultant(s). It is anticipated that this
could be completed in May and staff would present the proposed consultant(s), plan of work,
schedule and estimated costs to the, Board in June. In this way, we could begin work on the
assessment in this fiscal year and continue work during the summer break.
FINANCIAL IMPACT: The general estimate of the consultant cost is in the range of $30,000 to
$50,000. The type of effort would be similar to the scope of the Y2K consultant and that cost
about $40,000. Following the Board's confirmation of the scope of work, staff will work with
possible consultants to get specific proposals and costs. It is anticipated that most of the cost
will fall in the next fiscal year (2001-02) and funds will be proposed in the Manager's
Recommended Budget. Ta the extent any funds are required in this fiscal year, these will came
from the Manager's contingency fund.
RECOMMENDATION(S): The Manager recommends the Board discuss the organizational
assessment plan and approach and provide direction to staff on how it wishes to proceed.
Attachment
Possible Organizational Assessment
Focus Areas
'I. Parks, Open Space and Conservation
In June 1998, the Board of County Commissioners established the new Environment and
Resource Conservation Department (ERCD). This initiative was the culmination of several
years of research and discussion on the role of Orange County in the preservation of natural
resources. Among other things, this department's tasks include developing and
implementing a program for the acquisition anal management of land for resource
conservation.
At the same time under its charge from the Board of County .Commissioners, the Joint
Master Recreation and Parks Work Group has been pursuing objectives in collaboration with
the environment and resource conservation initiative in significantly expanding the County's
park resources. While participating in this initiative, the Couhty's existing Recreation and
Parks department has focused its efforts on ongoing active recreation programming.
The organizational assessment would address the optimal organization to effectively pursue
the County's' vision of where it wants to be in terms of parks and parklands. This would
include identifying current responsibilities for parks and parklands in ERCD and Recreation
and Parks and assessing the most effective division of those responsibilities between these
departments. Under the function of active recreation, we also may want to look at
possibilities that the new parklands may offer such as for nature programming; ie, youth
nature walks, fitness trails.
Related areas to consider in this assessment might include adding responsibility to the
ERCD for coordination with the State Forestry program to provide a clear organization
linkage between the County and this program. Also an organization linkage might be
established between the ERCD and the Soil and Water Conservation Department.
2. Solid Waste
In April 2000, the County assumed responsibility for Solid Waste management from the
Town of Chapgl Hill and established a new County Solid Waste Department. At present
there are Solid Waste functions found in both the Solid Waste Department and the Public
Works Department. Solid waste functions presently in the Public Works Department
include:
• Operation and maintenance of the County's six staffed Solid Waste Convenience
Centers.
• Collection of waste from convenience centers, County buildings, and various school
sites, and its transport to the landfill.
• Recycling in County office buildings.
• Enforcement of the County's May 1993 Solid Waste Ordinance and investigation of
citizen complaints arising there from.
• Public education and assistance on solid waste/recycling/reuse matters.
The objective of the study of the organization of the solid waste function would be to
inventory the current functions and assess any desirable realignment of functions among
Solid Waste and Public Works to best accomplish the County's solid waste objectives.
3. Services to the Elderly
As noted in the County's Master Aging Plan, the County's elderly population is increasing at
an estimated rate of 132 percent over the next 20 years. Within this population, the oldest-
old, those individuals 85 and older, will see the greatest growth rate and require the most
intensive services.
At present the County's services to the elderly are located..in three County departments:
Aging, Social Services and Health. Among these departments, there presently exists
overlap and some fragmentation in services such as in Information and Referral (Aging and
Social Services), In-Home Aides (Aging and Social Services), Community Alternative
Program (CAP) for disabled adults (Aging and Social Services), Adult Day Care (Aging and
Social Services, and Health Promotion (Aging and Health).
Given the needs and environment, the study would address how the County might best
position the organization and services to effectively address the current and significant
challenges ahead to serve this population.
4. Transportation
The Department on Aging's Transportation Division provides transportation service to the
general public and the clients of community service agencies, primarily in the County's rural
areas. The Master Aging Plan presented in September recommends that the County
investigate the feasibility of dividing the responsibilities for Transportation and the
Department on Aging into two separate entities. The stated objective of the Master Aging
Plan recommendation is to "...improve the efficiency and effectiveness of Orange County's
administration and funding of aging services now and in the future." This ties in with the
environmental factor noted in Item 3 above of the increasing County population of alder
adults and thei"r service needs.
In addition to the transportation service function, the County has transportation planning
functions located in the Planning Department and also those that occur in relation to regional
planning.
If the transportation function is to be separated from Aging, then a related question is
whether it should be established as a separate department or aligned in some other way
within the County organization.
In the Master Aging Plan, the recommendations Hate that the State Department of
Transportation consultant will be updating the Transportation Development Plan for FY
2000-04. Perhaps that study could be broadened to examine these organizational questions
in conjunction with the County's organizational assessment.
5. Pubiic Information, Communication and E-Government
6
During the Board's December retreat as well as in other recent discussions, Commissioners
expressed an interest in assessment of the public information and communications function
and needs, including how this function should be best aligned within the organization and
whether additional staffing is needed. The Board cited the need for more citizen
informational materials such as booklets, review of citizen notices, and need for greater
coordination of the efforts, among other things. The Board also has Hated the need far
comprehensive electronic calendaring to facilitate meetings and citizen access.
Related to the above consideration is the tremendous increase in use of the Internet over
recent years and the need for the County to maximize citizen access and use of this
resource in moving toward "e-government." This has been a priority interest of the County's
Information Technology committee.
With the partnership of the Manager, the Clerk to the Board, the Manager's office and
Commissioners' office, the public information, communication and e~government initiative
could be folded into the organizational assessment and, through the study, provide an
inventory of the current functions, evaluation of present operational effectiveness,
assessment of the organizational needs and recommendations far the Board's consideration
to provide the comprehensive, vigorous public information and communication program
desired.