02-21-2023 Agenda Packet BOC
BOARD RETREAT NOTICE
The Person County Board of Commissioners will hold a Board Retreat on
Tuesday, February 21, 2023, beginning at 9:00am at the Kirby Cultural Arts
facility in the Upstairs Main Hall located at 213 North Main Street, Roxboro, NC
focusing on the Fiscal Year 2023-2024 Budget and any other topics as deemed
appropriate.
Brenda B. Reaves, NCMCC, MMC
Clerk to the Board
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PERSON COUNTY
BOARD OF COUNTY COMMISSIONERS
MEETING AGENDA
February 21, 2023
Person County Board of County Commissioners
Board Retreat
held at the Kirby Upstairs
9 a.m.
CALL TO ORDER ........................................................................................................ Chairman Powell
DISCUSSION/ADJUSTMENT/APPROVAL OF AGENDA
ITEM #1 9-9:10 a.m.
Getting Us Started......................................................................................................... Katherine Cathey
ITEM #2 (pgs. 3-11)9:10-9:25 a.m.
Property Tax Revenue Preview and Next Reappraisal ..................................................... Russell Jones
ITEM #3 (pgs. 12-21)9:25-9:45 a.m.
Mid-Year Fiscal Updates .............................................................................................. Amy Wehrenberg
ITEM #4 (pgs. 22-29) 9:45-10:30 a.m.
Update to our Financial Plan for Capital and Debt Financing ...... Doug Carter and Andrew Carter
BREAK 10:30-10:45 a.m.
ITEM #5 (pgs. 30-53)10:45-11:15 a.m.
FY24 Budget Preview ................................................................................................... Katherine Cathey
ITEM #6 (pgs. 54-74)................................................................................................ 11:15 a.m.-11:30 a.m.
Carrie Currie and Katherine Cathey FY23 Mid-Year Budget Requests
ITEM #7 11:30 a.m.-12:30 p.m.
Board Priorities and Strategic Planning ..................................................................... Katherine Cathey
ITEM #8 12:30-1 p.m.
Closing Remarks and Adjournment ........................................................................... Chairman Powell
Note: All Items on the Agenda are for Discussion and Action as deemed appropriate by the Board.
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County value changes from 2023 to 2024RealM&E State Total value20233,524,207,893 490,764,794 966,424,834 4,981,397,52120243,600,000,000 490,000,000 926,000,000 5,016,000,00001,000,000,0002,000,000,0003,000,000,0004,000,000,0005,000,000,0006,000,000,0003
Fire District value changes from 2023 to 2024RealM&E State Total value20232,982,523,614 356,838,632 946,387,244 4,285,749,49020243,040,000,000 368,000,000 907,000,000 4,315,000,0000500,000,0001,000,000,0001,500,000,0002,000,000,0002,500,000,0003,000,000,0003,500,000,0004,000,000,0004,500,000,0005,000,000,0004
Fiscal Year All State Appraised Coal Plants Change from previous2024‐estimated926,000,000 861,918,235‐40,424,8342023 966,424,834 902,343,069 +33,681,5982022 932,743,236 869,175,056 +12,509,6772021 920,233,559 856,874,916 +74,544,8092020 845,688,750 782,184,826‐31,901,1202019 877,589,870 813,546,061‐10,681,0992018 888,270,969 821,241,443‐780,1252017 889,051,094 824,174,611 +23,627,431Changes in State Appraised Values5
Changes in State Appraised Values780,000,000800,000,000820,000,000840,000,000860,000,000880,000,000900,000,000920,000,000940,000,000960,000,000980,000,0002016 2017 2018 2019 2020 2021 2022 2023 2024ValueValue6
Collection Rate County Fire97.50 %$ 534,038 $ 458,694For next year, what will one penny generate? 7
Statewide Sales Ratio8
Reappraisal for 2025?Sales from Jan‐Dec 2021100.49%98.61%100.71%84.85%92.00%90.32%92.58%93.55%87.87%96.61%84.98%81.73%0.00%20.00%40.00%60.00%80.00%100.00%120.00%RatioSales Ratio By MonthJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember9
Reappraisal for 2025?Sales from Jan‐Dec 202297.36%93.97%84.99%72.59%75.95%69.45%78.51%77.65%76.73%76.24%79.56%90.12%0.00%20.00%40.00%60.00%80.00%100.00%120.00%RatioSales Ratio By MonthJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember10
Reappraisal for 2025?Sales from Jan 2021‐Dec 2022100.49%98.61%100.71%84.85%92.00%90.32%92.58%93.55%87.87%96.61%84.98%81.73%97.36%93.97%84.99%72.59%75.95%69.45%78.51%77.65%76.73%76.24%79.56%90.12%0.00%20.00%40.00%60.00%80.00%100.00%120.00%RatioSales Ratio By MonthJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember11
Person CountyMid-Year Fiscal ReviewPerson County Board of Commissioners Annual RetreatFebruary 21, 2023Amy Wehrenberg, Finance Director12
Discussion SummaryRevenues: Mid-Year ComparisonSales Tax DistributionExpenditures: Mid-Year ComparisonDebt ServiceUnassigned Fund BalanceSummary and Trends213
Revenues are showing a significant increase, primarily due to revenue replacement funds from the ARPA Fund reflected in the “Transfer from Other Funds” category. Also reporting large increases in Property & Sales Tax revenues.3Revenues: Mid-Year ComparisonREVENUESIncr (Decr) % Change Ad Valorem Taxes 1,272,193 5.2%Sales & Other Taxes 778,58926.7%Fees & Licenses 546,14011.5%State & Federal Funding(195,428)‐5.0%Interest Earnings 193,109100.0%Other Revenues (348,225)‐47.9%Transfer from Other Funds3,790,464100.0%TOTAL REVENUES 6,036,84316.5%14
Sales Tax DistributionSales tax is significantly up by almost 16% for the three months of reported collections compared to last year. Based on this trend, conservative projections are trending sales tax collections to report in for approximately $12.4M to finish out this fiscal year, an increase of $520K.4$6.43 $6.73 $7.06 $7.57 $8.10 $8.70 $9.00 $10.50 $11.86 $12.38 $‐ $2 $4 $6 $8 $10 $12 $142014 2015 2016 2017 20182019 2020 2021 2022 2023*Local Option Sales Tax (in millions)* Projected15
Expenditures are up by $1.79M through December, mostly due to increases in Personnel costs and Transfers to Other Funds categories. Surplus is result of larger increase in revenues than in expenditures.5EXPENDITURES Incr (Decr) % Change Personnel 771,873 5.7%Operating 282,731 1.9%Capital (17,450)‐4.8%Transfers toOther Funds 753,146 34.5%TOTAL 1,790,300 5.8%NET CHANGE(Surplus) 4,246,543 72.5%Expenditures: Mid-Year Comparisonby expense type16
Increases: $2,324,836Increases: $2,324,836Decreases:($534,536)Decreases:($534,536)Increases are reported across all functions except for the County’s Self‐Funded Health Insurance Fund due to a reduction in claim expenditures. Largest expenditure increase is reported in the Transfers to Other Funds. 6Expenditures: Mid-Year Comparisonby functionTransfers to Other Funds (34.5%) 753,146 Human Services (6.3%)398,785 Education (5.8%)339,326 General Government (8.4%) 338,813 Public Safety (3.1%)229,784 Culture & Recreation (12.5%) 125,240 Economic Development (19.2%) 96,490 Transportation (6.1%)31,826 Environmental Protection (15.6%) 11,426 Self‐Funded Health Insurance Fund (‐18.7%)(534,536)17
Debt Service7Before Debt IssuanceAfter Debt IssuanceTOTAL OUTSTANDING DEBT(FYE 2023)7,057,416 26,474,354 County4,729,281 4,729,281 Schools2,328,135 21,745,073 Sch % of Total O/S Debt33% 82%BUDGET:FY23 Debt Service Budget 1,642,705 1,642,705 FY24 Debt Service Budget 1,305,096 1,615,784 Decrease from FY23 to FY24 (337,609) (26,921) 18
Outstanding Debt Service8Ten Year ComparisonGraph above represents County's outstanding debt service over 10 year period. Projection of $26.5M at end of FY23 is a $17.8M increase over the prior year.$15.5$13.7$12.6$13.2$16.5$14.9$12.6$10.5$8.7$26.50.05.010.015.020.025.030.02014 2015 2016 2017 2018 2019 2020 2021 2022 2023*(Millions)Fiscal Year End *(Estimate)Outstanding Debt Service(with new debt for PHS)19
Unassigned Fund Balance (Audited)GFOA- recommends an available fund balance of no less than 2 months of general fund operating expendituresLGC- recommends an available fund balance of at least 8% of general fund expenditures.Person County FB policy - requires a transfer of excess unassigned fund balance over 25% to the Capital Investment Fund to support future debt and capital expenditures.9Unassigned Fund Balance ‐General Fund20222021General Fund Expenditures67,328,831 61,376,734 Months12 12 Estimated monthly expenditures5,610,736 5,114,728 Unassigned Fund Balance (UFB)‐GF 21,108,169 21,726,864 Estimated monthly expenditures5,610,736 5,114,728 Estimated months of available FB‐GF3.76 4.25 UFB as a % of GF Expenditures31% 35%25% Target Level16,832,208 15,344,184 Excess UFB over 25% minimum4,275,961 6,382,681 20
Summary and TrendsRevenues show a large increase of $6M at mid-year, due to recognition of ARPA replacement revenues, property tax and sales tax growth.Expenditures report an increase of $1.8M at mid-year in all functional areas except for the Self-Funded Health Insurance Fund. Sales tax is projected to increase by $520K reaching a total of $12.4M at FYE. Outstanding debt will be approximately $26.5M at FYE with the proposed debt for Person High School improvements.Annual budget for debt service will still decrease by $27K for FY24 with the new debt due to delay of issuance.Unassigned fund balance at FYE 2022 was over 31%. $4.2M surplus of revs over exp at mid-year indicates a possible increase to fund balance at FYE 2023.1021
County Financial Planning and Capital Investment Fund Update Presented to County Commission on February 21, 202322
CONTENTS AND GENERAL INTRODUCTIONPurpose of this presentation and discussion – review and update•County’s financial planning decisions since 2020 oPositive impacts of those decisions•Debt affordability model and where we are now•Future strategic decisions•Moving forward•Answer your questions123
PAST BOARD DECISIONSEstablish a CIF – to best manage and plan for community needs•Dedicate specific revenues to capital formation•Include all capital investments in one place – borrowed, paygo, grants, etc.•Means to fund CIP and to calculate debt affordability Update County comprehensive financial policies•Evaluate scope and needed elements for policy•Delineate policies that provide basis for sound financial results and reservesPositive impacts to financial model•Fund balance transfer policy – move $s over GF policy to CIFo$6,382,681 in FY22 & $4,275,961 in FY23•Reduction in funding needs for future anticipated projects224
HISTORICAL MODEL PERFORMANCEVersion 3 (April ‘21) - $38M total spending (10/10/10/8) – 1.7¢ needed Version 5 (Feb ‘22) - $38M total spending (10/10/10/8) – 1.5¢ neededVersion 6 (April ‘22) - $40M total spending (10/10/10/10) – 1.25¢ needed •Results of first fund balance transferCurrent options cost lowered from previous projected levels•Unassigned Fund Balance Transfer policy•Better than expected results – revenues & expenditures•Project timings have been pushed325
AFFORDABILITY MODEL4¢ Needed2023 PHS Project2024Other Sch Improvements 2025 Other Sch Improvements2027 Other Sch ImprovementsTotal Projects1 0.00 $ 12,745,000 $ 12,745,000 BOC to commit for PHS only2 0.00 $ 12,745,000 $ 11,350,000 $ 12,060,000 $ 36,155,000 Partial request based on Oct 2021 estimates3 0.25 $ 12,745,000 $ 11,715,000 $ 13,795,000 $ 38,255,000 Partial request based on Oct 2021 estimates4 0.50 $ 12,745,000 $ 12,085,000 $ 14,155,000 $ 38,985,000 Based on Schools’ Request Oct 20215 7.25 $ 12,745,000 $ 45,265,000 $ 15,135,000 $ 15,480,000 $ 88,625,000 Based on Schools’ Request Oct 202226
FUTURE STRATEGIC DECISIONSGeneral Obligation Bonds (GO) referendum•Requires a referendum vote of the citizens (usually in November on major elections)•6-9 month legal process to place vote on the ballotoResolutions, public hearings, public notices – prescribed legal process with required wait periods•Requires LGC approval•Once on the ballot, simple majority vote to pass/fail the referendum•Gives the County the ability to issues General Obligation BondsoCounty pledge of its “unlimited taxing power” - Does not require a pledge of real property•If passed, could replace Limited Obligation Bonds as the financing for school debtCan use a mix of funding sources – LOBs & GOs – to fund school and other needs527
NEXT STEPSHow do we move forward?•Financing process contemplated later this year needs to start no later than May 2023•Any revenue generation would be adopted as part of the budget process in June or potentially later depending upon: oCost of construction oAbility to move $s to the CIF in future yearsoOther factors•Resolution of intent – potentially adopted during March County Commission Meeting•Upon receipt of bids for Person High School project potential for need to adjust model for future projects628
WRAP UPQuestionsand Comments729
FY24 Budget PreviewBOARD OF COMMISSIONERS ANNUAL BUDGET RETREATFEB. 21, 202330
Current ConditionsWorkforceRecruitment and Retention ChallengesCapital NeedsCounty, PCS and PCCCarbon PlanEconomic Development31
Capital Needs County, PCS and PCCFY23 CIP $6.1MAnnual Maximum Level $3.2M5‐Year Plan Target $16.0MFY24 CIP Requests $30.2MFY24‐28 CIP Requests $124.8MFY24 Recommended $17.6MFunding sources:•General Fund•CIP Fund Balance•Airport Construction Fund•Community Development Projects Fund•Grants•Debt ProceedsOther funding sources:•Grants•ARP32
CIP Highlights (Requested, Not Recommended)ProjectCostCounty GovernmentBack‐Up 911 Center$2.0MEmergency Services Building/EOC Building Replacement$40.2MParks and Recreation Projects(paving, trails, splashpad, pump track, bike lanes, fencing, renovations)$4.3MPerson County SchoolsNew Roofs (Northern Middle School and School Bus Garage)$2.8MPiedmont Community CollegeGeneral Occupation Building (plus backfill renovations)$40.0MTotal$89.3M33
CIP Highlights (Recommended)ProjectCostCounty GovernmentPI/MRF Merger and Renovation (year 1 of 2‐year project)$2.1MHVAC System (Person County Office Building, year 1 of 2‐year project)$450KParks and Rec Projects (Kirby rooftop studio and convert 3 Mayo picnic shelters to cabins)$123KOther Projects (software, water tank demo, tractor, EMS Station North, EMS equipment)$323KPerson County SchoolsPerson High School Improvements (debt‐financing and contingency)$13.5MNew Roof (South Elementary School, phase 1 of $2.4M project)$500KPiedmont Community CollegeEarly College –POD Building (final year of funding)$79KChiller Room Upgrades (year 2 of 2‐year project)$400KScience Lab Renovations (year 2 of 2‐year project)$200KTotal$16.0M34
Person County SchoolsLong Range Facility NeedsORIGINAL REQUEST – $39M •Major improvements to address deferred maintenance, safety, and accessibility needs•Requires a half‐cent tax increase to issue debt•BOC action requested by March 6, 2023 to issue debt in Oct. 2023•Debt issuance schedule:o2023 ‐$12.7Mo2025 ‐$12.1Mo2027 ‐$14.1M•PHS Improvements ($12.7M) – engineering and design work nearly completeOCT. 2022 REQUEST – $88.6M•Original request plus new school construction oNew elementary school oStories Creek Elementary Addition•Requires a 7.25 cent tax increase to issue debt•May consider Special Bond Referendum for Nov. 2024 to include funding for new school constructionoBOC action required by mid‐202435
FY24 Big Ticket ItemsClassification and Compensation StudyInitial price tag – $2.0MPositions23 new positions requestedVehicles27 requestedTechnologyReplacement equipmentCybersecurityMaintenanceFacilitiesPerson IndustriesHuman Services Emergency Services36
County Facility Needs Person Industries•Current lease expires May 2025•PI/MRF merger and renovation included in FY24‐28 CIPHuman Services (direction needed)•Current lease expires Aug. 2025•Negotiations with Brixmoor•Options•Renew 10‐year lease effective Aug. 2025•Purchase Human Services Complex•Partner with developer to build facility (lease or lease‐to‐own)•Finance and build new county facilityEmergency Services•Facilities Assessment completed – $40.0M estimated cost for new facility37
FY23 Mid‐Year Budget Requests 38
Person County Museum of HistoryDescriptionAmountTelephone/Internet$2,020Safety & Security$1,200Insurance$1,970Dues & Subscriptions$70Support & Operations$2,190Postage$250Printing & Copying$600Advertising$200Maintenance$250Safety Measures & Campus Needs$3,000Campus Sign Updates$1,250Long/Woody House Development Phase 1$7,000TOTAL$20,00039
Charters of FreedomAction Items:•Approve location for Person County Charters of Freedom•Determine desired components (landscaping, electricity, flagpole, etc.)•Establish timeline•Identify amount and funding source for county expenses (original estimate: $44,000)•Approve letter of intent•Designate a point of contact for the project40
Board Priorities and Strategic Planning41
Board of Commissioners GoalsFY22 and FY23 GoalsImproving the Economic Development ProcessSupporting the AirportImproving Broadband ConnectivityKeeping the Tax Rate FlatImproving School FacilitiesFY24 GoalsHave priorities changed? 42
Person County Futures ProjectStrategic Plan 2010‐2015Strategic Plan includes a Vision Statement, Mission Statement, Goals, and Objectives for five priorities.Priorities•Protect Our Land•Foster a Sense of Community•Encourage Learning for Life and Lifelong Learning•Re‐Imagine Our County for a Better Future•Prosper by Developing the New Economy Locally43
Strategic Plan BenefitsAccountability ToolCommunication ToolPrioritization Tool44
Strategic Plan Components45
Person County FuturesVision Statements“Building a community of life‐long learners in Person.”“To protect and sustain Person County’s natural resources today and tomorrow.”“Person County is a place where individuals feel a sense of belonging and groups work together for the common good.”“Creating a community of opportunity to carry Person County into the future.”“The best jobs possible for the best possible workforce.”46
Strategic Planning Process47
Example – Vision, Mission, ValuesDavie County, NC48
Example – Goals/Key Focus AreasRolesville, NC49
Example – Connect to OutcomesBrunswick County, NC50
Next StepsConsensus on moving forward•Purpose•Audience Strategic planning supportTimelineProcess to developProcess to sustain51
Identify FY24 GoalsFY22 AND FY23 GOALSImproving the Economic Development ProcessSupporting the AirportImproving Broadband ConnectivityKeeping the Tax Rate FlatImproving School FacilitiesFY24 GOALS____________________________PERSON COUNTY FUTURES PRIORITIESProtect Our LandFoster a Sense of CommunityEncourage Learning for Life and Lifelong LearningRe‐Imagine Our County for a Better FutureProsper by Developing the New Economy Locally52
Questions?53
Proposed Updates to
the Museum & County
Relationship
Presented by Carrie Currie
2.2023
The small humans in this picture are Carrie’s kids when they toured the museum in 2017.
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Overview
•Operating Structure – The museum needs to
evaluate how it operates and create a
sustainable structure. Without these changes
the organization could fold within 2-3 years.
•Special Project Expenses – Numerous special
projects can move the organization forward
and toward the goal of self-sustainability but
require seed funding to initiate.
•Campus Safety Updates – In order to offer a
safe and welcoming campus to Person County
residents and visitors updates are required to
safety infrastructure.
The purpose of the reevaluation of the
relationship between Person County
Government and the Person County
Museum of History is to address several
emergent and timely issues that impact the
longevity of the organization.
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Presentation
Contents
Museum Mission
2020-2022 Highlights & Challenges
PCMH Current Budget & County Funding
Additional Support Request & Justification
Proposed Budget, Additional Revenue Sources & Grants
Staffing & Operational Impact
Museum Outreach
Local Partnerships
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Mission Statement
The mission of the Person County
Museum of History is to collect,
preserve, and present the artifacts
and history of Person County
under the supervision of the Board
of Directors and to use these
collections for exhibitions,
educational programs and related
activities for the benefit of Person
County citizens and visitors.
4
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2020-2022 Highlights
•Revitalized Military Exhibit
•Revitalized Entertainment Exhibit
•Created Mills & Trains Exhibit
•Created Reading Room
•Updated Gift Shop
•Began Campus Signage Updates
•Installed UV Filtering Shades & LED
Lighting
•Began Campus-wide Project of Cataloging the
entire Collection
•Produced Monthly Newspaper Column
•Created Internships for High School and
College Students
•Partnered With Local Organizations
•Welcomed NC First Lady Kristin Cooper
•Developed a partnership to digitize materials
with DigitalNC
•Updated Exhibit on the Kitchin Family
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Large Scale Initiatives 2020-2022
Cataloging the Collection
•The museum collection holds more than 10,000
individual items
•In 2019, approximately 3,000 items were in our
collections management system (CMS)
•In 2020 we transitioned to a cloud-based, user-friendly
CMS
•To date more than 5,000 items have been cataloged,
leaving around 60% of the collection to be properly
accessioned
Creating the Reading Room
•The museum collection includes many one-of-a-kind primary sources – letters, photographs, yearbooks, ephemera, etc
•These items were not easily accessible by staff or
researchers
•New reading room is ADA compliant
•Available materials are in both physical and digital formats
•Provides access to paid online family history resource
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Museum
Revitalization
PCMH Site Revitalization Vision Statement:
•To complete a full site inventory, upgrade the existing
exhibits and improve artifact safety
•To tell the stories of all Personians within each exhibit,
integrating the stories of Native Americans and African
Americans as well as other previously underrepresented
groups
•To create a revenue source and move the organization toward
self-sustainability
•To prepare the museum for growth and expand the
opportunities for the interpretation of Person County history
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What Revitalization Looks Like
2020 2021
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2020-2022
Challenges
•COVID-19 Shutdown
•Decline in Volunteers Following
COVID & Difficulty Recruiting
New Volunteers
•Decline in Tourism Following
COVID
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County Support
FY22-23
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How can the county help
us this Fiscal Year
2022-2023?
Additional financial support would be used
in the interim to support campus
infastructure updates and some operational
expenses, falling under the county budget
umbrella of cultural services.
The total FY22-23 request is: $20,000.
Line-Item Description Amount
Long/Woody House Development
Phase 1
$7,000
Safety Measures & Campus Needs
Phase 1
$3,000
Campus Sign Updates Phase 1 $1,250
Recurring Operational Expenses –
Insurance, Security Monitoring, Phone
& Internet, Support & Operations
$8,750
TOTAL FY 2022-2023 $20,000
Please note, the Safety Imitative, Campus Sign Updates & Long Woody House
Updates are not part of the regular budget and are not reflected elsewhere.
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How can the county help
us next Fiscal Year
2023-2024?
Additional financial support would be used
to continue capital improvements and
support some operational expenses, falling
under the county budget umbrella of
cultural services.
The total FY23-24 request is: $40,000.
Line-Item Description
Long/Woody House Development Phase 2
Safety Measures & Campus Needs Phase 2
Campus Signs Phase 2
Accessibility Updates Phase 1
Parsonage Updates Phase 1
Recurring Operational Expenses – Insurance, Security
Monitoring, Phone & Internet, Support & Operations
TOTAL FY 2023-2024 $40,000
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Why did our funding needs increase?
Prior to COVID we relied on an active volunteer base to
assist with visitor services. This offset having only one
part-time employee. Following the pandemic, volunteers
have not returned to serve in this capacity. The only
solution we see is more paid staff.
COVID Staffing Deficit
The cost of materials and services has increased
significantly since 2020.
Cost of Goods & Services Increase
We saw fewer visitors, were not able to host events and
saw a decrease in giving from 2020-2022. All of these
resulted in less income.
COVID Income Deficit
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Proposed Budget At A Glance
Income
$27,350
• Person County $8,750
• City of Roxboro $5,000
• Investment Income - $5,000
• Memberships - $7,000
• Donations & Misc.- $650
• Gift Shop - $250
• Brick Sales - $700
Expenses
$74,950
• Personnel - $64,400
• Overhead - $6,300
• Admin/Operations - $3,350
• Collections Management $450
• Buildings & Grounds - $250
• Miscellaneous Expenses - $200
Fundraising Goal:
$47,600
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2/15/2023 15
Additional Revenue Sources
Expand
Membership
1
Solicit
Sponsorships
2
Apply for
Grants
3
Host Paid
Events
4
Pursue
Endowments
5
Increase
Community
Partnerships
6
Annually the museum board must seek additional revenue sources to balance the budget. With proper staffing, the
museum could raise additional funds in the following ways, moving toward the goal of self-sustainability:
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Grant
Funding
Year Funding Source Project Funded Amount
2020-2021 Person County TDA Campus Wayfinders $2,500
2020 NC Humanities Cares Grant Collection Management Supplies $7,652
2021-2022 Person County TDA New Exhibit Lighting – Military
Exhibit & Hallway
$3,040
2021 NC Preservation Consortium UV Filtering Shades – Doctors
Office & Store
$2,000
2021 NC Humanities ARP Grant Reading Room Creation and
Equipment
$10,825
2021 Duke Energy Fresh Canvas
Grant via Uptown Roxboro
Group
Outdoor Message Center $900
2022-2023 Person County TDA New Exhibit Lighting – Eaker
Room, Front Parlor & Reading
Room
$5,111
GRAND TOTAL
GRANTS
$32,028
GRANT FUNDING
Special project completed between 2020-
2022 were primarily funded through
grants.
In that period, $32,028 in grant funding
was invested into the museum, including
$10,651 from Person County TDA over
three years.
Visit from NC First Lady Kristin Cooper
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Previous Hours & Staff:
Previous Hours (12 Hours/Week):
Thursday & Friday 10am – 4pm
Wednesday & Saturday by Appointment
Previous Staffing (20 Hours/Week):
Museum Coordinator – 20
Hours/Week
Previous Personnel Budget:
$21, 260 – Includes Payroll Expenses
New Hours & Saff:
Hours (24 Hours/Weekly)*:
Wed., Thur. & Fri. 10am – 4pm
Saturday 10am – 4pm
Staffing (58.5 Hours/Week):
Executive Director – 37.5 Hours/Week
Visitor Services Coord. – 18 Hours/Week
Weekend Greeter – 6 Hours/Week
Personnel Budget:
$64,400– Includes Payroll Expenses
Hours & Staff
*Please note, new hours will take effect when open staff positions have been filled.
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How will we pay for increased staff?
•Request a grant from TDA specifically for visitor services position
•Seek funding from regional sources
•Divert private donations/distributions from special projects to staffing
•Pull from limited PCMH reserves
•Continue to discuss other possibilities/ideas with Person County
What will this additional staffing enable us to do?
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Museum
Outreach
Current
Outreach
• Newspaper Column
• Civic Group
Presentations
• Social Media
• Veterans Day Event
• Partnerships with
Local Organizations
• Public Research Site
• Exhibits Open to the
Public
Expanded
Outreach
• School Field Trips
• In-School Visits
• Group & Private
Tours
• Workshops, Events & Programs
• Additional Free &
Paid Events
• Monthly Email
Newsletter
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Local Partnerships
The Museum has a long history of partnering with other organizations and with
additional funding can expand those partnerships. These include but are not limited
to:
•Pop-up Exhibits for Local Groups like Long Memorial UMC
•Little Free Library installed by the Thomas Person Chapter of the DAR
•Various Veterans events with the Person Veterans Council, the American
Legion & Person County Veterans Services
•Presentations to local Civic Groups including Rotary & Kiwanis
•Dedicated spaces for both the Roxboro Garden Study Club and the Roxboro
Garden Club
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Questions?
Thank you for your time and your consideration.
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