HomeMy WebLinkAboutAgenda - 11-03-1999 - 9fORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: November 3, 1999
Action Agenda
Item No.-
SUBJECT: Innovation and Efficiency Committee - Elements of Charge and Composition
DEPARTMENT: County Manager PUBLIC HEARING: (Y /N) No
ATTACHMENT(S): INFORMATION CONTACT:
1 999 -00 "Efficiency Improvements" Goal John Link or Rod Visser, ext 2300
4/96. I &E Committee Report
TELEPHONE NUMBERS:
Hillsborough 732 -8181
Chapel Hill 968 -4501
Durham 688 -7331
Mebane 336- 227 -2031
PURPOSE: To discuss the creation and tasking of an Innovation and Efficiency Committee.
BACKGROUND: In 1995 -96, the Board appointed a citizen Innovation and Efficiency
Committee which in April 1996,presented a report with thirteen recommendations for possible
operational improvements in County government. During its 1999 -2000 goal setting process,
the Board decided to appoint a new or reconstituted committee to again examine opportunities
for efficiency improvements.
As the Board establishes the areas of interest, structure, and charge of the Committee, the
Manager recommends that the Board consider the following points:
■ The committee should review the report prepared by the previous I &E Committee
■ The committee should review examples of innovation and efficiency already undertaken by
County departments during the past five years or so
■ The committee should examine "best practices" that have proven successful in other similar
local government settings
■ The BOCC should consider bringing in an expenditure reduction /revenue enhancement
specialist to provide technical advice to the committee as they begin their work
■ The BOCC should develop a specific set of target areas to examine so that the committee
can reasonably complete its work and deliver recommendations well before the Manger
submits his recommended 2000 -2001 budget
■ The BOCC should consider appointment of 9 -15 citizens to serve on the committee
■ County staff should work closely with the committee but should serve on it only in an ex-
officio role
After receiving the Board's guidance, staff will develop a formal charge and composition for this
Committee to be approved at the next regular Commissioner's meeting. The Clerk's staff will
recruit members for subsequent appointment so that the Committee may begin in December or
January.
FINANCIAL IMPACT: Depending on the scope and timeline of the Committee's work, there is
likely to be a significant allocation of existing County staff time to provide technical and
administrative support to the Committee. The 1999 -2000 budget includes $10,000 to help
offset the cost of that support, including possible external support from temporary administrative
staff.
RECOMMENDATION(S): The Manager recommends that the Board discuss the elements of a
charge and composition for a new or reconstituted I &E Committee, and provide appropriate
direction to staff.
FY 1999 -2000
ORANGE COUNTY BOARD OF COMMISSIONERS
APPROVED GOAL
Revised: 06/07/99
Adopted: 06/21/99
EFFICIENCY IMPROVEMENTS
GOAL STATEMENT: To develop strategies to continue to promote more efficient County government operations which will ultimately
result in financial savings.
Goal Initiated/Proposed By: Board of County Commissioners
Most Recent Version Adopted by BOCC: May 1998
�TATiTS R�R�' .
During the January 16, 1999 annual planning retreat, the Board of Commissioners indicated its interest in
having a reconstituted or new
appointed citizen Innovation & Efficiency (I &E) Committee explore options for additional efficiency measures that could be pursued in Orange
County government. The original Innovation & Efficiency Committee submitted a report with thirteen recommendations to the Board of
Commissioners in April 1996. In 1996 -97, County staff implemented five of those recommendations:
• The draft Strategic Automation Plan was presented to the Board of Commissioners in May 1997, and was integrated with the County's
1997 -2007 Capital Improvements Plan, and 1997 -98 operating budget.
• An MPA intern worked with Budget staff in identifying subjects for program and trend analysis. Staff incorporated samples of this
preliminary work into the 1997 -98 budget document.
• Staff conducted reviews of the County's two pilot employee /team incentive programs, and implemented program modifications to be
continued through FY 1997 -98. Staff developed recommendations regarding an additional pilot employee incentive program, and an
organizational incentive program to encourage savings on a departmental basis. The Board received a report on current and proposed
incentive programs during their work session on November 3, 1997 on employee compensation issues. Pending further direction from the
Board, updated incentive program proposals will be included in the recommended 1998 -99 operating budget.
• Staff used the operations evaluation model suggested by the Innovation & Efficiency Committee as a basis for its review in Summer 1996
of the best organizational structure for tax administration in Orange County. As a result of this review, the Tax Assessor and Revenue
Director and their staffs identified a number of ways to consolidate functions and streamline operations. A Position Evaluation Team
comprised of Budget and Personnel staff has been active in reviewing requests for new positions and assisting departments in exploring and
implementing alternatives to some of these reauested positions. '
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FY 1999 -2000
ORANGE COUNTY BOARD OF COMMISSIONERS
APPROVED GOAL
Revised: 06/07/99
U6/21/99
• The 1996 -97 budget considered Committee recommendations about limiting outside agency funding. As 1997 -98 outside agency funding
requests were reviewed, growth in recommended outside agency funding was limited to 2.5% or less.
In subsequent fiscal years, staff have continued to consider some of these recommendations in day -to -day operations, but the Board has not
directed implementation of the other Committee suggestions.
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FY 1999 -2000
ORANGE COUNTY BOARD OF COMMISSIONERS
APPROVED GOAL
Revised: 06/07/99
Adopted: 06/21/99
FINANCIAL MPACTIRESOVRCE REQVtRFWNi'S
Required resources for the resumption of implementation of 1996 Innovation and Efficiency Committee recommendations will be identified
based on Board direction about additional 1996 Committee recommendations it may want to pursue in 1999 -2000, and on additional
recommendations that might be developed by a reconstituted or new Committee. It is likely, based on 1995 -96 efforts, that several hundred
hours of staff time in the Manager's Office, Budget, Finance, Personnel and other departments would need to be devoted to a thorough review,
with the Committee, of previously recommended or newly identified efficiency suggestions.
The Board also may wish to consider three alternatives to supplement the time that will be required, in any case, of existing staff. This may be
particularly important if the same staff who would naturally be involved in managing the I &E process are simultaneously engaged in the solid
waste management transition from Chapel Hill to County:
1) setting aside $10,000 - $20,000 in the FY 1999 -2000 operating budget for the possible outsourcing of the coordination function that would
be involved with a new or reconstituted Innovation and Efficiency Committee
2) creating a new position in the Personnel Department (estimated annual operating cost of $35,000 - $40,000) that would collaborate with the
Budget Office in performing ongoing analysis of new position requests and selected vacant positions, following through to implement
recommendations resulting from the position evaluation process, completing organization and staffing studies of designated areas to
improve effectiveness and efficiency, working with department heads and employees to identify innovation and efficiency alternatives and
following through with them on implementation, and the like
3) a combination of (1) and (2).
The exact cost of consulting work to conduct an inventory of current and future County space needs would depend on the scope of that
assessment and the amount of work to be accomplished by the consultant and by staff, respectively. A reasonable estimate at this point would
range from $10,000 - $30,000.
FY 1999 -2000
ORANGE COUNTY BOARD OF COMMISSIONERS
APPROVED GOAL
Revised: 06/07/99
Adopted: 06/21/99
EFFICIENCY 1WROVEMENT
DATE TASKS/MILESTONES TARGET FOR
ADOPTED COMPLETION
BY BOCC
06/21/99
Implement two incentives programs, "Savings Count" which is an employee's suggestion program;
October 1994
and "You Can Count on Us ", which is a team achievement awards initiative.
06/21/99
Study clerical needs throughout the County to determine if resources can be reallocated or shared
April 1995
through interdepartmental agreements; if automation could supplant the need for additional staff, or if
work can be streamlined or eliminated.
06/21/99
Board of Commissioners appoint Innovation and Efficiency Committee. Committee charge focuses
October 1995
on "how Orange County can deliver those services which the Board of Commissioners have chosen to
provide in the most efficient and innovative ways."
06/21/99
Full committee, and three self - identified sub - committees, conduct research and analysis of county
November 1995 -
operations which have the most potential for sizable savings and/or significant operational
March 1996
improvements.
06/21/99
Committee presents final report, with recommendations, to Board of Commissioners.
April 1996
06/21/99
Board of Commissioners discusses specific recommendations it wishes Manager and staff to pursue as
May - June 1996
part of FY 96 -97 budget process.
06/21/99
Staff identifies and initiates action plans and timetables for implementation of Board approved
July 1996 - June 1997
Innovation and Efficiency Committee recommendations.
06/21/99
Staff reports on Innovation and Efficiency Committee recommendations that have been pursued
May - June 1997
during FY 1996 -97.
06/21/99
Board of Commissioners identifies additional Innovation and Efficiency Committee
June 1997
recommendations, if any, that it wishes staff to pursue during FY 1997 -98.
FY 1999 -2000
ORANGE COUNTY BOARD OF COMMISSIONERS
APPROVED GOAL
Revised: 06/07/99
Adopted: 06/21/99
EFFICIENCY IMPROVEMENTS
DATE
TASKS/MILESTONES
TARGET FOR
ADOPTED
COMPLETION
BY BOCC
06/21/99
Staff presents an agenda report on Innovation & Efficiency Committee follow up actions, including
Summer 1997
incentive programs, and receives Board direction on any additional desired follow up on Committee
recommendations.
06/21/99
Staff identifies and initiates action plans and timetables for implementation of Board approved
July 1999 - June 2000
Innovation and Efficiency Committee recommendations to be implemented in FY 1999 -2000, if any.
06/21/99
Staff and/or consultant develop inventory of County space needs for the next 10 -20 years
Fall 1999 — Winter
2000
06/21/99
Board of Commissioners approves charge to a new or reconstituted Innovation & Efficiency
September 1999
Committee and makes appointments.
06/21/99
Committee submits report to Board of Commissioners concerning its recommendations
March 2000
06/21/99
Manager and staff incorporate Committee recommendations, as directed by BOCC, in formulation of
Spring 2000
2000 -2001 budget.
06/21/99
Board transmits requests to school boards, non - profit agencies, etc. requesting that they implement the
Summer 2000
same innovation and efficiency measures which the Board of Commissioners decides to implement
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Report of the Innovation and Efficiency Committee to the Orange
County Board of Commissioners
April 16, 1996
Background
In October 1995, the Orange County Board of Commissioners appointed a 17 member
Innovation and Efficiency Committee composed of 11 citizens and 6 County staff members. By
subcommittee, those involved in the preparation and review of committee recommendations
are:
ORGANIZATION /STAFFING PURCHASING /FACILITIES TECHNOLOGY
David Cannell
Bonnie Davis
Frances Douglass
Jim Goldstein
Norm Gustaveson, Chair
Gwen Price
Norman Umstead
Mary Willis
Dan Brummitt
John Horner
Stuart Wallace, Chair
Ted Abernathy
Lindsay Efland
Joel Harper, Chair
Janet Sparks
The main purpose of the Committee was to explore opportunities for additional improvements
that would increase the efficiency and innovation with which Orange County government
operates. The Board adopted a specific charge to the Committee with several key underlying
themes, including: to become familiar with how, and under what legal parameters, Orange
County government operates; become familiar with existing examples of efficiency and
innovation in Orange County government and in governmental settings nationwide; focus on
potential innovation and efficiencies in services the Board has chosen or is required to deliver;
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focus on changes likely to achieve substantial cost savings or significant operational
improvements; and to deliver recommendations to the Board by April 16, 1996.
Dan Brummitt was appointed Chair, and Stuart Wallace, Vice - Chair, of the Innovation and
Efficiency Committee. Dr. Jack Vogt of the North Carolina Institute of Government served as
facilitator for the Committee. In late November the Committee held an organizational meeting.
At its second meeting in mid - December, the Committee identified the main areas it wished to
explore and organized itself for work in three sub- committees: Organization and Staffmg;
Purchasing and Facilities; and Technology. The subcommittees met numerous times between
December and March to review, analyze, and discuss information that helped them formulate
recommended improvements. The subcommittees reported back to the full Committee on a
monthly basis concerning the progress and tentative recommendations. The main portion of
this report to the Orange County Commissioners consists of the Innovation and Efficiency
Committee's recommendations based on the work of its subcommittees.
Preamble to Innovation and Efficiency Committee Recommendations
Over the past five months, at the direction of the Orange County Board of Commissioners, the
Innovation and Efficiency Committee has made a broad evaluation of numerous County
services. The Committee's intent is to identify processes that the County may employ to
enhance its fiscal position. The Commissioners have stated that they are generally satisfied
with the level of services that are provided to our citizens. Our mission, therefore, is to
minimize delivery costs while retaining the current quality levels of services.
Current Innovation and Efficiency Efforts. As the Committee's process evolved in
subcommittee work, it became apparent that County staff was already aggressively pursuing
numerous opportunities in the areas of innovation and efficiency. Examples of these include:
• Paperless purchasing system
• Employee incentive programs
• Social Services efficiency efforts
• Alternative EMS service delivery and financing models
• Innovative financing for Triangle SportsPlex
We also commend the entire County staff for their support in the broader innovation and
efficiency process. Our Committee requested tremendous amounts of information in a
relatively short period of time. County staff was most generous with their time and services
and contributed greatly to the success of the Committee.
Committee Focus. Given the narrow time frame of this review, our Committee focused on
actions that may have the highest impact on the budget. We identified items that generally
consume the most budget dollars, and we looked for corresponding ways to save money.
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County Expenditures -- Schools. The school systems, for example, consume the greatest
amount of County funds in relation to other areas of the County budget. The Committee is
deeply concerned, therefore, about future trends in expenditures. If these trends continue at the
same rate in the future, pressure to increase the total County budget (and by implication, the
County tax rate) will place an even greater burden on those County citizens already bearing a
heavy tax load.
Because each school system reports to a different authority (School Board), our review does
not encompass the schools' operating budgets. However, it is important to note that the
County's per pupil expenditure for current expense has increased in the past five years from
$1,310 per pupil to $1,571 per pupil, a total per pupil increase of 20 percent. The total amount
appropriated for school current expense has increased by $6.3 million, a 42 percent increase
over that same five year period. Furthermore, the County has invested an average of $8.5
million per year in capital improvements and debt service of funds borrowed for school
improvements, over the past five years. While the Committee recognizes growth in student
population over the past few years, it also believes that based on current growth projections by
the State Department of Public Instruction through the year 2002 that Orange County has
(within its existing structures) the buildings to accommodate that growth.
The Committee recommends, therefore, that careful consideration be given to all viable
alternatives before investing more funds in capital projects. The Committee also recommends
that the Board of Commissioners encourage the Boards of Education to employ a similar kind
of "in depth" innovation and efficiency analysis to identify potential savings within the school
systems. Although we recognize that the Commissioners have little direct say over school
expenditures, we do feel that their expertise and influence in such matters is invaluable.
County Expenditures - -Human Services and Outside Organizations. The Committee also
looked at other trends in County spending, particularly in areas of Human Services and
financial support to outside organizations. Together with school spending, the overall increases
in expenditures point to the need for a more systematic means of analyzing trends in spending.
Because this kind of analysis is so important for all participants (elected officials, program
staff, and citizens) we feel that the County should develop a formal capacity for program and
trend analysis. Such analysis could be updated annually, would provide quick access to
credible and useful data, and could flag or highlight unusual spending patterns. Moreover, the
analysis would provide other useful "indicators" related to the history or background of
expenditure trends and thereby help to discern the basis for such spending.
Evaluate Future Success. Finally, the Committee believes that the core of the Committee's
recommendations embody essential tools for crafting major efficiency and cost savings. We
recommend, therefore, that the Commissioners allow these tools to be put to work as soon as
possible. We also believe that because of everyone's hard work and investment in the
innovation and efficiency process, we would like to measure our aggregate success by
reconvening in six to eight months. At that time, the Committee could determine the progress
made thus far, and offer any guidance for continued success.
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Recommendations
The following are the recommendations from the Innovation and Efficiency Committee to the
Board of County Commissioners. These recommendations are presented in no particular order,
as the Committee did not prioritize its recommendations.
Recommendation 1: Adopt a long range view aimed at identifying potential savings that
may be derived from flex time employee schedules, work that may be
performed at home, resumption of night court, and shared use of
facilities by more than one department.
Recommendation 2: Continue as a County to consolidate space, as in the new Southern
Service Center and as in the proposed purchase of the old Colonial
Printing building.
The consolidation of services makes them more accessible to the public, and reduces costs of
leasing. The payback over the long run by consolidation or purchase of space exceeds the
payout in leases and in inefficient use of space and delivery of services.
Recommendation 3: Continue to encourage and pursue efforts currently under way to
implement paperless purchasing and financial transactions.
County staff is to be commended for this effort and for its awareness of the need to promote
efficiency and innovation in county government operations.
Recommendation 4: Adopt as a County a process and model to systematically evaluate
County operations, including existing operations and requests for
additional resources.
a) The goals of evaluating County operations are to enhance productivity and
efficiency and to provide for organizational renewal through:
• Minimizing and streamlining bureaucracy.
• Reviewing positions as these become vacant, and, at the discretion of the
County Manager, eliminate or realign those positions which are
determined to no longer be needed in the area assigned.
• Consolidating services and /or functions when at all possible.
b) The Committee recommends a focus and approach which is comprehensive and in-
depth. Evaluations should be conducted outside of the budget process to allow
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ample study time and focus. Because of the comprehensive nature of the evaluation
process, it is recommended that it be scheduled on a priority basis by the County
Manager for areas to be given this special and unique focus, rather than being
scheduled in each department every year.
c) The Committee recommends that the County use a model for this evaluation which
includes the following elements:
• Use of an in -house evaluation team designated by the County Manager,
which includes staff at the Assistant Manager and Department Head level.
• Involvement of affected departments in the process.
• Openness to new ideas and identifying and exploring options.
d) The recommended model is as follows:
1) Identify Services for Evaluation - The County Manager, in consultation
with department heads, should identify a priority list of operations and
resource requests for evaluation. In this, priority should be given to those
areas which have the greatest potential for cost savings and better efficiency.
2) Develop a clear statement of the Services and Benefit -The service should
be stated in clear, concise terms, defining what the service is; what
resources are used to provide the service; and, who benefits from the
service. The statement should identify whether the service is mandated.
3) Evaluate the Services - The following questions should be asked as each
service is reviewed:
a) Does any other agency, department, or government in the community
provide the same or similar service?
b) Are fees charged which could offset the cost of the service? If so, are
the fees covering the cost of the service?
c) If the service was discontinued, what would be the impact and to
whom?
d) How can automation be integrated to provide the service more
efficiently? Identify any one -time or up -front costs of automating a
service /process and identify the time necessary to pay -back the initial
investment.
e) Can organizational changes be implemented for more efficient
operations? That is, can services be centralized or decentralized
across program or departmental lines?
f) Is all the work being done necessary? Can any aspect of providing
the service be eliminated? If so, what are the consequences?
g) Is there a way to maximize staff level decision - making?
h) Can the service be consolidated by cross - training staff or sharing
resources across departmental lines?
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i) What are the expected outcomes and how are these measured? Are
the outcomes stated qualitatively and quantitatively?
j) Is the environment or situation changing, or about to change? That is,
are new buildings coming on line? Is new equipment to be installed?
Are there federal or state laws that are changing?
1) Analysis and Recommendation of the Review - Once the information is
gathered, the Study Team will analyze all data and develop
recommendations, in consultation with the appropriate department head, for
the County Manager's consideration.
2) Records- Records should be kept on internal evaluations of services, and
evaluation criteria should be identified so that the process is auditable.
e. The Committee recognizes that there are a variety of strategies and resources that may
be used to conduct the model evaluation process. Among others are (1) the use of an
internal evaluation team as described in the model process, (2) using external private
management consultants to conduct evaluations, (3) using local active or retired
community business leaders willing to volunteer consulting expertise, or (4) using local
University support such as faculty and students.
f. The priorities for review should be:
1. County Departments
a) Social Services, including Veterans Affairs
b) Health Department
c) Other County Departments as needed
2. Intergovernmental
a) Recreation and Parks
b) Public Works (Solid Waste /Landfill)
c) Library
d) Co- operative Extension Service
Recommendation 5: Develop a process of program and trend analysis as a policy making
tool for public officials, and to enhance managerial decision making.
The process should be open for continuous refinement, and should be part of the finance and
budget process. The goals of the program and trend analysis are to enhance efficiency and
public accountability through:
• Creating an objective and credible set of data that is open to refinement.
• Indicating spending patterns by department and service.
• Indicating expenditures within the framework of constant dollars, population
growth, per pupil spending, etc.
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• Creating a policy making tool for public officials, and enhancing managerial
decision - making.
The model should:
• Explore existing program and trend analysis models.
• Identify relevant indicators.
• Systematically track spending trends in every area of government.
• Analyze data.
• Monitor for long -term data analysis (trends).
• Systematically report data analysis.
Recommendation 6: Develop and implement incentive programs which provide
organizational incentives to departments for cost saving and
efficiency.
In this, the County should consider more budgetary flexibility including the option of allowing
a department to retain and accumulate from year to year a percentage of any cost savings for
its use on a one time, non- recurring basis in supporting other department objectives and
priorities.
Recommendation 7: Develop and implement enhanced incentives for individual employees
to promote cost savings and efficiency.
Include further enhancing individual employee incentives as part of the planned evaluation
process of the two year pilot employee incentives programs already in place which are directed
at cost saving employee suggestions and team achievements.
Recommendation 8: Develop and implement a written County Strategic Automation Plan
as a blueprint for the County's automation enhancements over the
next three to five years.
Much like the County's Capital Improvements Plan, the Automation Plan would be formally
reviewed and updated on an annual basis to ensure that the plan addresses the County's
automation needs. Annual review, combined with periodic informal review, would make the
plan dynamic and current, and position the County to take advantage of emerging technologies.
The Automation Plan would enable any reader - whether elected official, County staff, or
individual citizen - to have ready access to, and easily understand, the County's strategic
direction for automation. The Automation Plan would be developed and implemented within
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the context of a mission statement for Orange County automation, and based on a number of
underlying principles, which would include:
a) Focus first on internal service departments (Personnel, Purchasing, Finance) that
directly impact all employees, so that each employee has a stake in automation.
b) Encourage and seek interdepartmental collaboration.
c) Use electronic mail to enhance efficiencies, such as transmission of agenda items.
d) Recognize and exploit the potential for automation to expand communications with
Orange County citizens.
e) Emphasize decentralization of expertise, where appropriate, and develop policies
that promote user initiative and decision - making, within established parameters.
f) Pursue a computer literate workforce with training in -house for standard uses.
g) Identify benchmarks to test hardware and software technology requests, so that
hardware and software outside the pre - determined County standard are fully
evaluated and exceptions made to these standards on a case by case basis.
h) Allow flexibility in departmental budgets for reallocation of resources to purchase
minor hardware and software.
i) Establish a replacement policy, with an underlying rationale, to address (for
example) obsolescence.
j) Encourage and seek collaboration with other governments, especially schools.
Use of automation to promote efficient, effective and innovative services to its citizens should
be an integral part of Orange County's mission. To that end:
a) Every position will undergo systematic and periodic review of its functionality to
automate manual tasks which reduce time available for services to citizens.
b) Position appropriate technology will be made available to each employee.
c) A computer literate workforce will be developed.
d) Automation needs will be assessed when constructing or leasing office space.
e) A strategic plan for automation will be developed. The plan will list the steps
necessary to achieve the goals of this mission statement. The plan will be reviewed
regularly with regard to implementation and changes in technology. Modifications
will be made to the plan as appropriate.
Recommendation 9: Limit the funding amount distributed to outside agencies excluding
pass - through grant funds, funds to other government agencies [such
as libraries] and /or State /Federal mandated programs.
Actual expenditures for outside agencies in 1993 -94 were $1,920,051. The Board of
Commissioners' approved budget for 1995 -96 is $2,268,149. This represents a 16 percent
increase. Budgets for county operating departments have increased 3-4 percent over this same
period.
Funding for outside agencies should be managed in the following manner:
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a) The purpose of these grants should be to provide startup monies with a "sunset'
provision for length of funding.
b) A requesting agency should develop a business plan that outlines purposes for which
the grant is to be used, estimated budgets, and expected outcomes that can be
documented.
c) A definite amount of money should be allocated for outside agency grants before
requesting agencies present their proposals.
d) A hearing process to review applications should be established prior to development
of the county budget.
Recommendation 10: Conduct an annual review of non - taxable property to categorize,
identify, and value marketable properties.
A report from the Tax Assessor's Office (February, 1996) lists 1,207 non - taxable parcels of
property in the County, excluding most churches. Significant numbers of parcels are listed
under Orange County (71), under the North Carolina Department of Transportation (152), and
under the Orange Water and Sewer Authority (142). To enhance the County tax base the
Committee recommends that such property be reviewed annually. For example, a sample of
the Seven Mile Creek area reflected four County owned parcels of about 150 acres total that
are estimated to have a current market value as high as almost $500,000.
The Committee is aware that considerations such as perkability, building restrictions, and
access affect market value. Farm -use and Forestry-use programs can affect yields for tax
values. However, any parcel that currently is not on the tax rolls, which is not of use to
governmental agencies, and which can be converted to usable, taxable property should be
effected as soon as possible.
Recommendation 11: Consider the impact on the tax base when creating greenways, open
spaces, and easements.
Non - mandated parcels and outdated planned uses for parcels should lead to the return of these
lands to the tax rolls as soon as possible. Questions such as "How much property that
OWASA holds is mandated ?" and, "How many DOT parcels represent old project plans that
are no longer feasible or necessary?" should be answered.
Recommendation 12: Revisit the issue of non - taxable University of North Carolina
properties.
The Committee is aware that the County has taken this cause to the State Supreme Court,
losing its case. And, the NC Legislature has made all UNC properties tax- exempt, eliminating
a distinction between educational and non - educational uses. Thus, the block which UNC owns
on the south side of East Franklin Street that includes the old Varleys Store and the Carolina
Coffee Shop, brings no property tax revenue to the Town or the County. The Old Hill Estate
on Raleigh Road of 19 acres, recently donated for use as the Chancellor's residence, has been
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removed from the tax roles. At an estimated tax value of $2,157,827 and a current tax rate of
.9475 per $100 of assessed valuation, that computes to $20,445 in annual lost property tax.
The Committee recommends:
a) The County Commissioners make every effort to negotiate equitable compensation
from UNC for loss of tax revenues on University properties not used for
educational purposes. One half of Emergency Medical Services calls in a year serve
the University community. Donation of professional services and assistance with
County automation, are examples of negotiated compensation.
b) Orange County, in conjunction with other jurisdictions in the State that have
significant UNC property holdings, should seek to have the State Legislature and
officials of the University System find an equitable solution to its loss of property
tax revenues because of unjust exemptions granted to the University.
Recommendation 13: Take steps as a County to control building costs of public structures
in Orange County.
The efforts of the School Construction Standards Group are a positive step for establishing
guidelines that may help to control school construction costs. The subcommittee adds the
following recommendations in an effort to control building costs of public structures in Orange
County:
a) Funding levels should be comparable for similar facilities in our Metropolitan
Statistical Area (MSA). Elementary schools built in our MSA average $15 -20 less
per square foot in cost than the McDougle Elementary School (based on figures
supplied by the North Carolina Department of Public Instruction on projects bid
between 1/95 and 11/95).
b) That the Commissioners fund new school construction at the Basic or State
recommended level. That school districts desiring level I,II,III buildings pay for the
additional levels from their own Capital Improvements Plan budgets. A basic
elementary school for 600 students has 81,463 square foot. A level III elementary
school has 99,225 square foot. (School Facility Draft Report ). Using a budget
planning figure of $90 per square foot from the report, a level III elementary school
would cost an additional $1,598,580.
c) That park and recreation areas be combined with school sites to maximize facility
usage and to reduce costs of building and maintaining separate recreational areas.
d) That cost of consultants and engineers be controlled by considering hiring a County
employee to manage these functions. This position might be shared with
surrounding counties to reduce expense and maximize work load. Or, a contract
with a large architectural firm with sub - specialties be enacted to manage a large
block of building projects with the idea that economies of scale can reduce the
engineering and consulting fees.
Follow Up To Recommendations
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The Innovation and Efficiency Committee members wish to express their appreciation to the
Board of Commissioners for the opportunity to be involved in and advise on ways to enhance
innovation and efficiency in Orange County. We have all invested hard work in the innovation
and efficiency process and are pleased to have identified these recommendation to offer the
Board. We look forward to hearing the Board's feedback on our recommendations. Beyond
this, we hope it will be possible to move forward with the recommendations and that we will
have an opportunity to reconvene in six to eight months to assess progress and offer any
guidance for continued success.
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Appendix. List of Innovation and Efficiency Committee Members
Appointed by the Orange County Board of Commissioners
Ted Abernathy
Alan Belch
Dan Brummitt
David Cannell
Bonnie Davis
Frances Douglass
Lindsay Efland
Jim Goldstein
Norman Gustaveson
Joel Harper
John Homer
Tina Hudson
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Gwen Price
Janet Sparks
Norman Umstead
Stuart Wallace
Mary Willis
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