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04-03-2023 Agenda Packet BOCPERSON COUNTY BOARD OF COUNTY COMMISSIONERS MEETING AGENDA 304 South Morgan Street, Room 215 Roxboro, NC 27573-5245 336-597-1720Fax 336-599-1609 April 3, 2023 7:00pm This meeting will convene in Room 215 of the County Office Building. CALL TO ORDER………………………………………………….. Chairman Powell INVOCATION PLEDGE OF ALLEGIANCE DISCUSSION/ADJUSTMENT/APPROVAL OF AGENDA INFORMAL COMMENTS The Person County Board of Commissioners established a 10-minute segment which is open for informal comments and/or questions from citizens of this county on issues, other than those issues for which a public hearing has been scheduled. The time will be divided equally among those wishing to comment. It is requested that any person who wishes to address the Board, register with the Clerk to the Board prior to the meeting. ITEM #1 (pgs. 3-38) DISCUSSION/ADJUSTMENT/APPROVAL OF CONSENT AGENDA A.Approval of Minutes of March 20, 2023,B.Budget Amendment #17, andC.American Rescue Plan Act of 2021 Grant Project Ordinance 1 NEW BUSINESS: ITEM #2 (pgs. 39-41)Potential Sale of Aircraft Hangar at the Raleigh Regional Airport at Person County………………………….……………………… Ray Foushee ITEM #3 (pgs. 42-52)Letters of Opposition to the Proposed Statewide Medicaid Child and Families Specialty Plan (CFSP)…...……..……………… Katherine Cathey ITEM #4 (pgs. 53-81) FY 2024-2028 Recommended Capital Improvement Plan (CIP).… Katherine Cathey and Amy Wehrenberg CHAIRMAN’S REPORT MANAGER’S REPORT COMMISSIONER REPORTS/COMMENTS CLOSED SESSION #1 A motion to enter into Closed Session per General Statute 143-318.11(a)(4) for the purpose of discussion of matters relating to the location or expansion of industries or other businesses in the county (economic development) with the following individuals permitted to attend: County Attorney Ellis Hankins, County Manager Katherine Cathey, Clerk to the Board Brenda Reaves, and Economic Development Director Brandy Lynch. Note: All Items on the Agenda are for Discussion and Action as deemed appropriate by the Board. 2 March 20, 2023 1 PERSON COUNTY BOARD OF COMMISSIONERS MARCH 20, 2023 MEMBERS PRESENT OTHERS PRESENT Gordon Powell Katherine M. Cathey, County Manager C. Derrick Sims Brenda B. Reaves, Clerk to the Board Kyle W. Puryear S. Ellis Hankins, County Attorney Charlie Palmer Jason Thomas The Board of Commissioners for the County of Person, North Carolina, met in regular session on Monday, March 20, 2023 at 9:00am in the Commissioners’ Boardroom 215 in the Person County Office Building located at 304 S. Morgan Street, Roxboro, NC. Chairman Powell called the meeting to order and offered an invocation with a moment of silence for the Tillman family (Board of Education Chair Freda Tillman’s husband passed). Vice Chairman Sims led the group in the Pledge of Allegiance. DISCUSSION/ADJUSTMENT/APPROVAL OF AGENDA: Chairman Powell stated a request to add a Proclamation Designating the Month of April 2023 as Child Abuse Prevention Month in Person County and recognizing such with item #1 on the agenda. A motion was made by Vice Chairman Sims and carried 5-0 to add a Proclamation Designating Child Abuse Prevention Month in Person County to the agenda, to be recognized during item #1, and to approve the agenda, as adjusted. RECOGNITION: THE WEEK OF THE YOUNG CHILD PROCLAMATION AND A PROCLAMATION DESIGNATING CHILD ABUSE PREVETNION MONTH: Chairman Powell read a Proclamation for Board consideration designating the week of April 3-7, 2023 as The Week of the Young Child in Person County. Chairman Powell read a Proclamation Designating the Month of April 2023 as Child Abuse Prevention Month in Person County. A motion was made by Vice Chairman Sims and carried 5-0 to adopt both a Proclamation Designating the Week of April 3-7, 2023 as The Week of the Young Child in Person County and a Proclamation Designating the Month of April 2023 as Child Abuse Prevention Month in Person County. 3 March 20, 2023 2 4 March 20, 2023 3 5 March 20, 2023 4 INFORMAL COMMENTS: There were no comments from the public. ISCUSSION/ADJUSTMENT/APPROVAL OF CONSENT AGENDA: A motion was made by Commissioner Puryear and carried 5-0 to approve the Consent Agenda with the following items: A. Approval of Minutes of February 21, 2023, B. Approval of Minutes of March 6, 2023, C. Budget Amendment #16, D. Fee Schedule for PATS EDTAP Users, E. Update of the Person Area Transportation System Procurement Policy, and F. The Applicant and Property Owner, Adam Richard Osborne, is requesting approval of “Written Decision Approving Special Use Permit Application” (i.e. Written Order) following Special Use Permit SUP-02-23 approval for commercial storage units (i.e. Osborne Storage Unit Facility) to be located within B-2 (Neighborhood Shopping) zoned property. The ±3.33-acre Subject Property is located at Tax Map and Parcel No. A84A C1, C2, C3, C4, A27, and A28 (Parcel Identification Nos. 0934-00-23-0348.000, 0934-00-13-9325.000, 0934-00-13-9220.000, 0934-00-13- 8215.000, 0934-00-12-9903.000, and 0934-00-12-8916.000) NEW BUSINESS: VAYA HEALTH UPDATE AND DASHBOARD PRESENTATION: Elliot Clark, Regional Director of Community Relations with Vaya Health shared the following Vaya Health update and Dashboard presentation noting Vaya is the local management entity (LME) for behavioral healthcare in Person County. He added Vaya has its headquarters in Asheville with a regional office in Henderson; currently 31 of the 100 NC counties have Vaya covering its behavioral health plans. 6 March 20, 2023 5 7 March 20, 2023 6 8 March 20, 2023 7 9 March 20, 2023 8 10 March 20, 2023 9 11 March 20, 2023 10 12 March 20, 2023 11 13 March 20, 2023 12 14 March 20, 2023 13 15 March 20, 2023 14 16 March 20, 2023 15 In discussing the proposed statewide Medicaid Child and Families Specialty Plan (CFSP), Chairman Powell noted his opposition and asked Mr. Clark if Person County needed to take a position related to House Bill 340 currently in review to which Mr. Clark offered to send along a template delegation letter to consider at an upcoming Board meeting. 17 March 20, 2023 16 PERSON COUNTY VETERANS MEMORIAL PARK IMPROVEMENTS: Person Veterans Council President Ronnie Jefferies updated the Board on their plans to install a Person County Native American Veterans Memorial Stone as well as a Person County KIA Memorial Reflecting Pool (5’ x 5’ water fountain feature with no more than 12” of water depth) built by Donald Long in the rear of the Person County Veterans Memorial Park to memorialize those that have given the ultimate sacrifice. Mr. Jefferies, on behalf of the Person Veterans Council, requested to conduct a Military Style Pyrotechnic Groundbreaking at this year’s Memorial Day Ceremony in accordance with the Person Veterans Council letter dated January 20, 2023 addressed to the Person County Board of Commissioners and signed by the President of the Veterans Council, the Person County Fire Marshal and the Roxboro Fire Chief. Mr. Jeffries said they will canvass the surrounding area prior to the event to let neighbors know of this planned pyrotechnic display In addition, Mr. Jefferies provided the commissioners with a 2023 Schedule of Events for the Person County Veterans Memorial Park. A motion was made by Commissioner Palmer and carried 5-0 to approve the use of Pyrotechnics to conduct a military style ground breaking at the Memorial Day Ceremony, as presented. 18 March 20, 2023 17 19 March 20, 2023 18 FIRE SERVICE ACCOUNTABILITY BOARD FUNDING REQUEST: Fire Marshal Adam Morris, on behalf of the Person County Chiefs Association, proposed a countywide accountability board that would be used at structure fires and large- scale incidents. Mr. Morris said the seven volunteer fire departments and the one rescue squad that serve Person County as well as the City of Roxboro Fire Department would utilize this accountability board and system. He said the purpose of the accountability board was to track the personnel on scene, the location of the personnel working, and the assignment that they are completing. Currently, he noted there was not a standard accountability system across Person County, and the departments have been fortunate that no emergency or Mayday situation has ever occurred. Mr. Morris stated this would be a one-time cost to implement this system, and if additional funding were needed, it would be the departments’ responsibility. A standard operating guideline on how to use the system has been presented for review to all of the departments and would require the Chiefs’ approval. Mr. Morris indicated that Louisiana Pacific Corporation, a manufacturing facility on Boston Road, reached out to assist emergency services in Person County that respond to their facility for an emergency. This system was shared with their safety representative, administrative staff and their corporate leaders for consideration to help fund this project. Mr. Morris did not know if Louisiana Pacific Corporation would or would not donate to this project at this time. Mr. Morris requested Board approval for the request and to fund the $4,500.00 with unallocated funds from the fire district tax budget to purchase the material to construct the accountability boards to be used throughout Person County. A motion was made by Vice Chairman Sims and carried 5-0 to approve the Fire Service Accountability Board System, as presented, and to appropriate the funding of $4,500 using unallocated funds from the fire district tax budget. RESOLUTION OF INTENT AND CAPITAL PROJECT ORDINANCE FOR IMPROVEMENTS TO SCHOOLS: Chairman Powell announced the following resolution (the “Resolution”), a copy of which was available with the Board and which was read by title by the Finance Director Amy Wehrenberg: RESOLUTION OF THE COUNTY OF PERSON, NORTH CAROLINA DECLARING THE INTENT OF THE COUNTY OF PERSON, NORTH CAROLINA TO ISSUE $38,255,000 LIMITED OBLIGATION BONDS TO FINANCE VARIOUS SCHOOL IMPROVEMENTS, AS REQUESTED BY THE BOARD OF EDUCATION OF PERSON COUNTY, AND TO REIMBURSE ITSELF FOR CAPITAL EXPENDITURES INCURRED IN CONNECTION WITH SUCH PROJECTS FROM THE PROCEEDS OF LIMITED OBLIGATION BONDS EXPECTED TO BE EXECUTED AND DELIVERED IN CALENDAR YEARS 2023, 2025 AND 2027. 20 March 20, 2023 19 WHEREAS, the Board of Education of the County of Person (the “Board of Education”) has requested that the Board of Commissioners (the “Board”) of the County of Person, North Carolina (the “County”) execute and deliver $38,255,000 of tax-exempt limited obligation bonds (the “Bonds”) in order to finance improvements to Person High School and various other public schools (collectively, the “Projects”); and WHEREAS, the County intends (a) to proceed with the Projects, in three separate financings currently scheduled for calendar years 2023, 2025 and 2027, and (b) to increase property taxes by a ¼ cent in order to make payments as to principal and interest on the Bonds; and WHEREAS, the County expects to incur and pay certain expenditures in connection with the Projects prior to the date of execution and delivery of the Bonds (the “Original Expenditures”), such Original Expenditures to be paid for originally from a source other than the proceeds of the Bonds, and the County intends, and reasonably expects, to be reimbursed for such Original Expenditures from a portion of the proceeds of the Bonds to be executed and delivered at dates occurring after the dates of such Original Expenditures; NOW, THEREFORE, BE IT RESOLVED by the Board of Commissioners of the County of Person, North Carolina as follows: Section 1. Official Declaration of Intent. The County presently intends, and reasonably expects, to reimburse itself for the Original Expenditures incurred and paid by the County on or after the date occurring 60 days prior to the date of adoption of this Resolution from a portion of the proceeds of the Bonds. The County reasonably expects to execute and deliver the Bonds in calendar years 2023, 2025 and 2027, and the maximum principal amount of Bonds reasonably expected to be executed and delivered by the County to pay for all or a portion of the costs of the Projects is expected to be $38,255,000. Section 2. Compliance with Regulations. The County adopts this Resolution as a declaration of official intent under Section 1.150-2 of the Treasury Regulations promulgated under Section 103 of the Internal Revenue Code of 1986, as amended, to evidence the County's intent to reimburse itself for the Original Expenditures from proceeds of the Bonds. Section 3. Itemization of Capital Expenditures. The Finance Officer of the County, with advice from bond counsel, is hereby authorized, directed and designated to act on behalf of the County in determining and itemizing all of the Original Expenditures incurred and paid by the County in connection with the Projects during the period commencing on the date occurring 60 days prior to the date of adoption of this Resolution and ending on the date of execution and delivery of the Bonds. Section 4. Effective Date. This Resolution is effective immediately on the date of its adoption. 21 March 20, 2023 20 On motion of Commissioner Kyle Puryear, seconded (not applicable), the foregoing resolution entitled “RESOLUTION OF THE COUNTY OF PERSON, NORTH CAROLINA DECLARING THE INTENT OF THE COUNTY OF PERSON, NORTH CAROLINA TO ISSUE $38,255,000 LIMITED OBLIGATION BONDS TO FINANCE VARIOUS SCHOOL IMPROVEMENTS, AS REQUESTED BY THE BOARD OF EDUCATION OF PERSON COUNTY, AND TO REIMBURSE ITSELF FOR CAPITAL EXPENDITURES INCURRED IN CONNECTION WITH SUCH PROJECTS FROM THE PROCEEDS OF LIMITED OBLIGATION BONDS EXPECTED TO BE EXECUTED AND DELIVERED IN CALENDAR YEARS 2023, 2025 AND 2027” was duly adopted by the following vote: AYES: CHAIRMAN GORDON POWELL, COMMISSIONER DERRICK SIMS, COMMISSIONER KYLE PURYEAR, COMMISSIONER CHARLIE PALMER AND COMMISSIONER JASON THOMAS. NAYS: NONE. EMERGENCY SERVICES FACILITY FEASIBILITY STUDY: Thomas E. Schwalenberg, Director of the Department of Emergency Services stated the Person County Department of Emergency Services hired Mission Critical Partners, LLC, a consulting firm of former public safety officials who have supported similar initiatives, to do a facility assessment for Emergency Services. The goals of the facility assessment were to analyze where Emergency Services stands today in terms of facility assets, to analyze current and projected facility needs based on operational and administrative functions and to help define the future state of Emergency Services facility needs for Person County. Mr. Schwalenberg stated a collaborative assessment process occurred, with Mission Critical Partners, LLC facilitating the study, involving County Administration, Emergency Services (Emergency Management, EMS and E-911 Telecommunications), General Services, Information Technology and the Fire Marshal’s Office. Meetings were held with individual stakeholders as well as site visits to assess and understand current and future needs. The result of this twelve-month effort is a baseline report of current facilities and technology and recommendations for future actions. He asked the Board to provide staff with input on future steps to undertake based on the Facility Assessment presentation. Mr. Schwalenberg introduced Mr. Jason Malloy with Mission Critical Partners, LLC to deliver the Facility Assessment presentation as follows: 22 March 20, 2023 21 23 March 20, 2023 22 24 March 20, 2023 23 Mr. Malloy explained the approximate costs of $800 per sq. foot was for a harden facility. 25 March 20, 2023 24 26 March 20, 2023 25 27 March 20, 2023 26 28 March 20, 2023 27 29 March 20, 2023 28 Chairman Powell asked about the ownership of the tower on the preferred site located at 245 Critcher-Wilkerson Road to which Mr. Schwalenberg stated it was a state- owned VIPER tower. Mr. Malloy noted a final report would be distributed to the Board of Commissioners possibly by the end of the week. Commissioners did not question the need for space but did not know how the county could possibly fund $38M for this new facility. County Manager Katherine Cathey stated after the Board receives the full report and would like to explore further, staff could evaluate the timeline with funding options that are, at the same time, competing with other needs. Commissioner Puryear thanked Mr. Malloy for the information presented. COUNTY CAPACITY BUILDING COMPETITIVE GRANT APPLICATION: Thomas E. Schwalenberg, Director of the Department of Emergency Services stated the Person County Department of Emergency Services – Office of Emergency Management was seeking permission to apply for the SFY2023 County Capacity Building Competitive Grant (CBCG) through the NC Department of Emergency Management (NCEM). This is a reimbursable grant program with a one-year period of performance. The grant has a limit of $500,000 dollars per jurisdiction and may not be used for more than two-identified projects, each requiring a separate application. Applications are due to NCEM by March 31, 2023. Mr. Schwalenberg noted the Person County Office of Emergency Management intended to apply for two projects under the CBCG funding opportunity. Both projects fall under one of the five SFY 2023 funding priorities for NCEM:  Increasing local mass care and human services capacity  Preparedness initiatives  Improving incident management/coordination capacity  Improving EOC capabilities, to include technology initiatives for continuity of operations purposes  Resiliency initiatives  Other items supported by a documented local or regional risk assessment/THIRA Project #1: Mass Shelter Transfer Switch Install Using CBCG funding, install an electrical transfer switch for a generator, and associated electrical upgrades, to Warren’s Grove United Methodist Church for the purpose of being used as a Mass Care Shelter during emergencies in accordance with the Person County Emergency Shelter Plan (under revision). This upgrade will give us a secondary shelter location that is centrally located in the county to shelter county residents in case of a natural or manmade incident in which mass sheltering would be needed. It will also provide additional capability, if needed, to open a special functional/ medical needs shelter if needed along with a general population shelter. 30 March 20, 2023 29 Project #2: Mobile EOC/Command Post Upgrade Using CBCG funding, upgrade the existing Emergency Services mobile command post trailer to be used for on-scene incident management support. This is a shared asset used by all County public safety agencies to support large scale or protracted incident scenes to coordinate and collaborate with incident resources. The mobile command post would be enhanced to include additional communication capabilities, mapping capabilities, incident command and control capabilities and incident briefing capabilities. Mr. Schwalenberg requested Board approval for Emergency Management to submit the SFY 2023 CBCG up to the maximum grant award amount for the two projects, as presented. Commissioner Puryear asked Mr. Schwalenberg if the grant application required a local match to which Mr. Schwalenberg said there was no match requirement, however, if a grant were only partially funded, he would ask the Board to either fund the remaining portion that was not funded or the Board could not approve acceptance of the grant award. Vice Chairman Sims confirmed there was no guarantee to which Mr. Schwalenberg agreed and said it was a competitive grant process. A motion was made by Commissioner Puryear and carried 5-0 to approve Emergency Management to submit the SFY 2023 CBCG up to the maximum grant award amount for the two projects, as presented. HUMAN SERVICES COMPLEX NEXT STEPS: County Manager Katherine Cathey stated in 2022, Person County (“County”) engaged Newmark to provide real estate advisory services related to the existing lease at 355 South Madison Boulevard, Roxboro (“Building”). The original lease was signed in 2005 with a term of 20 years and expires in July 2025 (“Lease”). Ms. Cathey said the initial goal was to renegotiate the Lease to support the operational needs of Person County’s Health Department and Department of Social Services (“County Departments”). Ms. Cathey said based on the age and functional obsolescence of the Building, lack of cooperation from the incumbent landlord and their lease terms offered, the County team and Newmark have determined that pursuing a new lease in a modern, efficient, and well- built building would be a better use of the County’s funds. The new facility will provide a custom designed and built platform to support the County Departments’ needs and their respective long-term strategic plans. Ms. Cathey noted the County team, with the assistance of Newmark and Redline Architecture, developed an in-depth analysis of the current and future needs of the County Departments along with Freedom House and the Office of Juvenile Justice (currently co- located at the Building), that would be provided to the County when completed. In general, Ms. Cathey said they believe that the existing +/- 67,000 SF leased can be consolidated to a smaller footprint, while still providing the needed services required by the County now and in the future. 31 March 20, 2023 30 Ms. Cathey said the County team would like to present this opportunity to the Board and the public and formally request approval to move forward with a Request for Qualifications (“RFQ”) or similar process to explore the acquisition of a new-leased facility through an alternative delivery approach. As part of this effort, Newmark will continue to perform Real Estate Advisory, Consulting, and Program and Project Management services for the County throughout implementation of the new facility project. Ms. Cathey noted a complete analysis would be conducted for the County to ensure fiscal sustainability of the new facility via the alternative delivery model. A competitive selection and negotiation process will be performed to engage the private developer / general contractor firms for proposals to provide and include; design, engineering, procurement of materials, construction (core/shell and finishes), along with securing and delivering the financing of the project. Ms. Cathey asked the Board to determine that a critical need for the project exists and to authorize staff to proceed, with the assistance of Newmark and county-engaged service providers, with the next step in the alternative delivery process as presented. A motion was made by Commissioner Puryear and carried 5-0 determining a critical need for the Human Services Complex exists and to authorize staff to proceed, with the assistance of Newmark and county-engaged service providers, with the next step in the alternative delivery process, as presented. CHAIRMAN’S REPORT: Chairman Powell reported that county officials are involved in close communications with Duke Energy officials and a lobbyist related to the pending closures of the coal-fired power plants. Chairman Powell reported an update related to the Charters of Freedom project noting local companies have stepped up to provide donation of some portion thereof of the needed concrete, the grading needed, the electrical requirements as well as the flagpole. MANAGER’S REPORT: County Manager Katherine Cathey reported that staff continue to review the Classification and Pay Study report with hopes that the salary range structure will be shared with department directors soon for input. She added the Board would receive the consultant’s report at one of its meetings in April for feedback to include in the Manager’s Recommended Budget for FY24. 32 March 20, 2023 31 COMMISSIONER REPORT/COMMENTS: Vice Chairman Sims thanked everyone who came to the Board meeting and those presenting the needs for consideration; he added the Board made a good investment with its action to fund $38M to address the schools’ safety, security and ADA needs. There were no reports from Commissioners Palmer, Puryear and Thomas. CLOSED SESSION #1 A motion was made by Vice Chairman Sims and carried 5-0 to enter into Closed Session #1 at 11:14am per General Statute 143-318.11(a)(3) for the purpose to consult with the county attorney in order to preserve the attorney-client privilege with the following individuals permitted to attend: County Attorney Ellis Hankins, County Manager Katherine Cathey, Clerk to the Board Brenda Reaves, and Planning & Zoning Director Chris Bowley. Chairman Powell called the Closed Session #1 to order at 11:15am. A motion was made by Commissioner Palmer and carried 5-0 to return to open session at 11:25am. Chairman Powell called for a brief recess at 11:25am; the meeting was reconvened at 11:31am. CLOSED SESSION #2 A motion was made by Vice Chairman Sims and carried 5-0 to enter into Closed Session #2 per General Statute 143-318.11(a)(4) at 11:31am for the purpose of discussion of matters relating to the location or expansion of industries or other businesses in the county (economic development) with the following individuals permitted to attend: County Attorney Ellis Hankins, County Manager Katherine Cathey, Clerk to the Board Brenda Reaves, and Economic Development Director Brandy Lynch. Chairman Powell called the Closed Session #2 to order at 11:31am. A motion was made by Vice Chairman Sims and carried 5-0 to return to open session at 12:14pm. 33 March 20, 2023 32 ADJOURNMENT: A motion was made by Vice Chairman Sims and carried 5-0 to adjourn the meeting at 12:15pm. _____________________________ ______________________________ Brenda B. Reaves Gordon Powell Clerk to the Board Chairman (Draft Board minutes are subject to Board approval). 34 4/3/2023 Dept./Acct No.Department Name Amount Incr / (Decr) EXPENDITURES General Fund Public Safety 253,501 Culture and Recreation 11,268 Contingency (180,000) REVENUES General Fund Other Revenues 14,117 Charges for Services 10,652 Intergovernmental Revenue 60,000 Explanation: Account Number Account Description $Revenues incr. (decr.) (cr.) dr. $Expenditures incr. (decr.) dr. (cr.) 10055-361422 Kirby: Rental/Kirby Auditorium (Charge for Service) (616) 10055-361422 Kirby: Rental/Kirby Auditorium (Other Revenue) 616 1009910-499700 Contingency-EMS Salary Adjustment (180,000) 1004370-412200 EMS-Salaries and Wages-OT 180,000 10025-335840 EMS-Donations 50 1004370-420000 EMS-Supplies 50 10055-361409 SportsPlex-Recreation Fees 10,629 1006123-412600 SportsPlex-Salaries and Wages-PT 10,629 10055-361408 Recreation Fees-Trips 639 1006120-425400 Recreation-Community Trips 540 1006120-419000 Recreation-Professional Services 99 100-389890 GF-Miscellaneous Revenues 13,451 1004130-454000 Sheriff's Office-Capital Outlay/Vehicle 13,451 17025-377231 LEC Restr Fund-Fed Seizure Forfeitures 60,000 1704311-429030 LEC Restr Fund-Fed Seizure Forfeitures/Supplies 60,000 Totals 84,769 84,769 BUDGET AMENDMENT #17 To correct a revenue-type classification for Rental/Kirby Auditorium reported in BA-14 dated 2/6/2023 from a Charge for Service (-$616) to an Other Revenue ($616); apply EMS Contingency funds (-$180,000) to EMS- overtime ($180,000); recognize donation to EMS ($50) for supply expenditures; amend excess SportsPlex revenue ($10,629) for part-time Salaries and Wages costs; amend excess Recreation Fees ($639) to support Community Trips and Professional Services; receipt of insurance claims for vehicle damages in the Sheriff's Department ($13,451) and amend excess revenues in the Law Enforcement Restricted Fund ($60,000) to support training costs. BUDGET ADJUSTMENT DETAIL 35 AGENDA ABSTRACT Meeting date: April 3, 2023 Agenda Title: American Rescue Plan Act of 2021 Grant Project Ordinance Summary of Information: The Finance Director is submitting a Grant Project Ordinance for the American Rescue Plan Act of 2021 that replaces the ordinance approved on June 20, 2022 as a result of recent guidance provided by the State in relation to the designation and use of ARP/CSLFRF funds for broadband expansion. The revision involves the restatement of authorized expenditures under the standard allowance for the provision of government services to include the Board-approved grant match ($2.75M) for broadband expansion. This documented intent will strengthen the County’s competitive position for the GREAT Grant that would aid in the County’s support of broadband expansion initiatives. The remaining expenditures for supplanted salary and benefits have been reduced to a total of $4,920,470 to allow for the addition of the Broadband Expansion (grant match) designation. As a reminder, this grant project ordinance is effective upon adoption by the Person County Board of Commissioners and expires on December 31, 2026, or when all the ARP/CSLFRF funds have been obligated and expended by the County, whichever occurs sooner. Recommended Action: Adopt the attached Grant Project Ordinance as recommended. Submitted By: Amy Wehrenberg, Finance Director 36 GRANT PROJECT ORDINANCE RELATING TO PERSON COUNTY’S AMERICAN RESCUE PLAN ACT OF 2021 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS BE IT ORDAINED by the Board of Commissioners of the County of Person, North Carolina that, pursuant to Section 13.2 of Chapter 159 of the General Statutes of North Carolina, the following grant project ordinance is hereby adopted and replaces the County’s grant project ordinance adopted on June 20, 2022 as a result of new guidance provided by the State in relation to the American Rescue Plan Act of 2021: Section 1: This ordinance is to establish a budget for a project to be funded by the Coronavirus State and Local Fiscal Recovery Funds of H.R. 1319 American Rescue Plan Act of 2021 (ARP/CSLFRF). The County of Person (County) has received the total allocated amount of CSLFRF funds for $7,670,470. These funds may be used for the following categories of expenditures, to the extent authorized by state law. 1. Support public health expenditures, by funding COVID-19 mitigation efforts, medical expenses, behavioral healthcare, and certain public health and safety staff; 2. Address negative economic impacts caused by the public health emergency, including economic harms to workers, households, small businesses, impacted industries, and the public sector; 3. Replace lost public sector revenue, using this funding to provide government services to the extent of the reduction in revenue experienced due to the pandemic; 4. Provide premium pay for essential workers, offering additional support to those who have borne and will bear the greatest health risks because of their service in critical infrastructure sectors; and, 5. Invest in water, sewer, and broadband infrastructure, making necessary investments to improve access to clean drinking water, support vital wastewater and stormwater infrastructure, and to expand access to broadband internet. Section 2: The County has elected to take the standard allowance, as authorized by 31 CFR Part 35.6(d)(1) and expend all its ARP/CSLFRF funds for the provision of government services. 37 Section 3: The following amounts are appropriate for the project and authorized for expenditure: Project Description Expenditure Category (EC) Cost Object Appropriation of ARP/CSLFRF Funds Sheriff Department’s Services 6.1 Salaries $1,475,470 Benefits $803,000 Emergency Communications Services 6.1 Salaries $334,000 Benefits $200,000 Emergency Medical Services 6.1 Salaries $1,055,000 Benefits $727,000 Parks & Recreation Services 6.1 Salaries $212,000 Benefits $114,000 Broadband Expansion 6.1 Grant Match $2,750,000 Total: $7,670,470 Section 4: The following revenues are anticipated to be available to complete the project: ARP/CSLFRF Funds: $7,670,470 Total: $7,670,470 Section 5: The Finance Officer is hereby directed to maintain sufficient specific detailed accounting records to satisfy the requirements of the grantor agency and the grant agreements, including payroll documentation and effort certifications, in accordance with 2 CFR 200.430 & 2 CFR 200.431 and the County’s Uniform Guidance Allowable Costs and Cost Principles Policy. Section 6: The Finance Officer is hereby directed to report the financial status of the project to the governing board on a quarterly basis. Section 7: Copies of this grant project ordinance shall be furnished to the Budget Officer, the Finance Officer and to the Clerk to the Board of Commissioners. Section 8: This grant project ordinance is effective upon adoption by the Person County Board of Commissioners and expires on December 31, 2026, or when all the ARP/CSLFRF funds have been obligated and expended by the County, whichever occurs sooner. Adopted this 3rd day of April, 2023 __________________________________ __________________________________ Gordon Powell, Chairman Brenda B. Reaves Person County Board of Commissioners Clerk to the Board 38 AGENDA ABSTRACT Meeting Date: April 3, 2023 Agenda Title: Potential Sale of Aircraft Hangar at the Raleigh Regional Airport at Person County Summary of Information: On Sept. 23, 2022, Person County received a written offer to purchase the new aircraft hangar at the Raleigh Regional Airport at Person County, located at 385 Montgomery Drive, Timberlake, NC in the amount of $4,000,000 for a 30-year lease or sale. At the Oct. 3, 2022 Board of Commissioners meeting, the Board voted to tentatively accept the offer completion of the statutory offer, advertisement and upset bid procedure, initiated by the buyer’s 5% or $200,000 deposit. Now, more than six months after the written offer letter, Person County has not received the deposit. County Attorney Ellis Hankins notified the buyer’s attorney on March 27, 2023 that overdue, and that the Board would consider rescinding the prior acceptance of the offer for failure to send the deposit required by the statute and complete the purchase transaction. Recommended Action: Rescind the Board’s prior acceptance of the offer, effective April 10, 2023 at 5 p.m. EDT, if the deposit required by statute is not received by that time, to allow the County to pursue other opportunities to sell or lease the hangar. Submitted By: Ray Foushee, General Services Director 39 Wayfarer Aviation, LLC September __23_, 2022 Via First Class Mail and Email to rfoushee@personcountync.gov Person County c/o Mr. Ray Foushee General Services Director 304 S Morgan St Roxboro, NC 27573 Re: Airport Hangar – OFFER Dear Mr. Foushee: Please accept this on behalf of my firm, Wayfarer Aviation, LLC as an OFFER to purchase and secure ownership of or a long-term lease for the recently completed aircraft hanger (the “Hanger”) at the Raleigh Regional Airport at Person County, located at 499 Montgomery Dr., Timberlake, NC 27583. Wayfarer Aviation, LLC hereby offers Four Million Dollars ($4,000,000.00) for a thirty (30) year lease or mutually agreed upon ownership interest of the Hangar structure, and $6,000 per year for a thirty (30) year ground lease for the real property on which the Hangar is situated. We understand that this offer is subject to the North Carolina General Statutes applicable to property disposition by local governments, including but not limited to N.C. Gen. Stat. § 153A-176, 160A-269 and 160A-272. As required by G.S. § 160A-269, the next step is for the Person County Board of Commissioners to consider the offer and vote to accept or reject the offer during an open session of the Board. Upon notice of Board acceptance of the offer, Wayfarer Aviation, LLC will be required to deposit five percent (5%) of the offer (i.e. Two Hundred Thousand 00/100 Dollars ($200,000.00)) into escrow with the Person County Clerk’s office. If the purchase of the property interests described herein is not completed, we understand that this deposit will be refunded in full, minus the cost for the County to provide the advertising required pursuant to the statute. Upon receipt of the deposit, the County shall comply with the upset bid requirements of G.S. § 160A-269, and we understand DocuSign Envelope ID: E4E9957B-C40F-41EF-A7CC-CFE3F129CEA0 40 that the County could receive an upset bid from a third party in an amount greater than this Wayfarer Aviation, LLC offer. If Wayfarer Aviation, LLC is the successful bidder, the parties will enter into a purchase contract, which shall give Wayfarer Aviation, LLC, among other things, the right to a reasonable due diligence period and the right to enter the premises to inspect the Hangar during business hours. Except for the terms stated herein, all terms of the purchase contract and lease, including the specific property interests to be conveyed or granted by Person County, shall be determined through good faith negotiation by the parties. We do understand that there will be a requirement that Wayfarer Aviation, LLC property interests may not be assigned, transferred or conveyed to others without the express advance approval of the Person County Board of Commissioners, which shall not be unreasonably withheld, and that ownership of the Hangar structure will revert to Person County after the term of thirty (30) years. We look forward to the County’s reply and to working with Person County. David Smith CC: Mr. Ralph Clark, Person County Interim Manager, rclark@personcountync.gov Mr. Bill Tougas, Raleigh Regional Airport at Person County Manager, lr24pic@bellsouth.net Mr. Ellis Hankins, Person County Attorney, hankins@broughlawfirm.com DocuSign Envelope ID: E4E9957B-C40F-41EF-A7CC-CFE3F129CEA0 9/23/2022 | 4:54 AM PDT 41 AGENDA ABSTRACT Meeting Date: April 3, 2023 Agenda Title: Letters of Opposition to the Proposed Statewide Medicaid Child and Families Specialty Plan (CFSP) Summary of Information: At the March 20, 2023 Board of Commissioners meeting, Elliot Clark, Regional Director of Community Relations for Vaya Health, provided a report to the Board on Vaya’s current services, challenges, and initiatives. His report included information on Vaya’s work with all LME/MCO’s to establish a standardized seamless transition of care for children placed outside of the Vaya Health Plan region, continuing to expand a statewide open network to improve access to care for child services, and reducing or eliminating the need for Out of Network Agreements prior to entry to care. Mr. Clark shared that moving the foster care population to tailored plans results in immediate access to whole person care, in a cost-effective and efficient way. Tailored plans offer deep local involvement along with a statewide network’s scale and reach. He also shared that creating a new foster care waiver, as required by House Bill 340, requires a lengthy procurement process that will result in additional administrative burden and cost: counties will not experience the same excellent level of customer service with a commercial plan; and the foster care waiver will not solve funding, staffing, and bed availability challenges. House Bill 340 establishes the following requirements of a CFSP: plans will result from RFPs issued by DHHS submitted by eligible PHPs; operating entities will authorize, pay for, and manage all Medicaid and NC Health Choice services covered under the plan; operating entities will operate care coordination functions and provide whole-person, integrated care across healthcare and treatment settings and foster care placements for enrollees; operating entities will be the single point of care management accountability; and DHHS will establish requirements for CFSP operations that address four considerations, including continuity of care and support across health care settings, changes in placement, and when the child transitions into the former foster youth Medicaid eligibility category. Vaya has requested the Board of Commissioners to send letters to state legislators, sharing concerns with the proposed statewide CFSP for the reasons identified above; most notably, tailored plans offer deep local involvement through Vaya’s Board of Directors versus a commercial CFSP. 42 Links are provided below for reviewing the full text and summary of House Bill 340 as well as the NC Department of Health and Human Services’ (DHHS) NC Medicaid Managed Care Policy Paper. Recommended Action: Consider approval of the attached letters and authorize the Chair to sign on behalf of the Board of Commissioners. Submitted By: Katherine M. Cathey, County Manager Attachments: 1. NC Medicaid Managed Care Policy Paper 2. House Bill 340 3. Bill Summaries: H340 (2023-2024 Session) 43 PERSON COUNTY BOARD OF COUNTY COMMISSIONERS 304 South Morgan Street, Room 212 Roxboro, NC 27573-5245 336-597-1720 Fax 336-599-1609 April 3, 2023 The Honorable Phil Berger President Pro Tempore North Carolina Senate 16 West Jones Street Raleigh, NC 27601 Dear Senator Berger: The Person County Board of Commissioners recognizes that caring for children and youth in foster care is one of the most important functions of government. As such, we applaud the legislature’s attention to this important matter and look forward to working with you toward solutions to caring for the burgeoning foster care population in the state. However, we write to share our concerns with the NCDHHS’s proposed statewide Medicaid Child and Families Specialty Plan (CFSP). The plan (Senate Bill 156/House Bill 340) is largely the same as the one introduced in 2022, but two major changes make the plan even less worthy of advancement now. First, Vaya Health and the other five LME/MCOs banded together in May 2022 to address the issue of foster care youth in a collaborative effort they call the N.C. Child and Family Improvement Initiative (NCCFII). The initiative, led directly by LME/MCO CEOs, established measurable objectives to create a system that ensures seamless, timely, and appropriate access to quality behavioral health care for children, youth, and families involved in the child welfare system. In less than one year, the progress of the NCCFII is remarkable. The LME/MCOs have: • Implemented care manager co-location in more than half of county DSS offices to facilitate operations, communication, and placements for children and youth in 44 foster care. Co-location is in process for 24 additional counties, and the LME/MCOs have designated DSS liaisons for those counties that have chosen not to have an embedded care manager. • Implemented statewide, standardized policies and administrative processes to alleviate county DSS and provider agency administrative burden and facilitate access to care for the child welfare population. • Enhanced network adequacy statewide with open enrollment and standardized in- and out-of-network reimbursement rates to ensure timely and appropriate placement in residential treatment, Psychiatric Residential Treatment Facilities, and crisis service facilities regardless of geographic location or the need for transitions of care in another part of the state. The LME/MCOs have proven that they can quickly accomplish much to improve the parts of the system that are in their purview. Second, the LME/MCOs are closer to the launch of Tailored Plan. As you know, NCDHHS years ago acknowledged, the General Assembly concurring, that the best way to ensure healthy outcomes for the state’s complex and specialty populations was through a whole-person approach that came to be called Tailored Plans. Later this year, Medicaid beneficiaries with serious behavioral health needs, intellectual/developmental disabilities (I/DDs), and traumatic brain injuries (TBIs) will have access to an integrated health plan that serves their needs through a public managed care organization (one of the LME/MCOs) that provides access to care for members and budget predictability to the State. If the best solution for the complex and, in many cases, vulnerable populations mentioned above is in a Tailored Plan operated by an LME/MCO and launching later this year, then why would the state’s foster care population be treated any differently? Why should the state’s youth in foster care wait years for NCDHHS to spend a significant amount of taxpayer dollars to: have a waiver approved by the Centers for Medicaid and Medicare Services (CMS), issue a Request for Applications (RFA), score the applications and award the contract, deal with lawsuits from those who did not win the contract, and then begin to implement the transition of the population from Medicaid Direct to the new administrator? From our perspective, having a new administrator for the foster youth population in Medicaid presents other concerns. As a public board, among our chief concerns is the governance voice that communities would lose were a national commercial health plan to win the specialty plan contract. As with all LME/MCOs, Vaya’s board is composed of elected officials, community representatives, and others from the area who represent the interests of those we serve. Thus, our communities have a direct say in the organization that, as an area authority, is in its essence a part of local government. 45 This local voice is important because there is no standard, “one-size-fits-all” approach to specialty care. We want to work with an organization that knows our communities and truly listens to its leaders and citizens. That is what we have with Vaya. We recognize that improvements to the system for foster care can and should be made, and we ask NCDHHS to work with us and the LME/MCOs to address the upstream and downstream challenges that have little to do with who holds the contract for managed care of this population. At the same time, let us build on the solid foundation that counties have built through LME/MCOs—a legacy of stable, personalized care available through dedicated local providers who are deeply rooted in the communities they serve. Utilizing those established foundations to develop a specialty plan for children and families served by the child welfare system will provide the time and support needed to succeed while retaining the local focus and community voice we hold dear. Thank you for listening to our concerns. Sincerely, Gordon Powell, Chairman Person County Board of Commissioners 46 PERSON COUNTY BOARD OF COUNTY COMMISSIONERS 304 South Morgan Street, Room 212 Roxboro, NC 27573-5245 336-597-1720 Fax 336-599-1609 April 3, 2023 Secretary Kody H. Kinsley N.C. Department of Health and Human Services 2001 Mail Service Center Raleigh, NC 27699-2000 Dear Secretary Kinsley: The Person County Board of Commissioners recognizes that caring for children and youth in foster care is one of the most important functions of government. As such, we applaud your attention to this important matter and look forward to working with you toward solutions to improving care for North Carolina’s growing foster care population. However, we write to share our concerns with the NCDHHS’s proposed statewide Medicaid Child and Families Specialty Plan (CFSP). The plan is largely the same as the one introduced in 2022, but two major changes make the plan even less worthy of advancement now. First, Vaya Health and the other five LME/MCOs banded together in May 2022 to address the issue of foster care youth in a collaborative effort they call the N.C. Child and Family Improvement Initiative (NCCFII). The initiative, led directly by LME/MCO CEOs, established measurable objectives to create a system that ensures seamless, timely, and appropriate access to quality behavioral health care for children, youth, and families involved in the child welfare system. In less than one year, the progress of the NCCFII is remarkable. The LME/MCOs have: • Implemented care manager co-location in more than half of county DSS offices to facilitate operations, communication, and placements for children and youth in foster care. Co-location is in process for 24 additional counties, and the 47 LME/MCOs have designated DSS liaisons for those counties that have chosen not to have an embedded care manager. • Implemented statewide, standardized policies and administrative processes to alleviate county DSS and provider agency administrative burden and facilitate access to care for the child welfare population. • Enhanced network adequacy statewide with open enrollment and standardized in- and out-of-network reimbursement rates to ensure timely and appropriate placement in residential treatment, Psychiatric Residential Treatment Facilities, and crisis service facilities regardless of geographic location or the need for transitions of care in another part of the state. The LME/MCOs have proven that they can quickly accomplish much to improve the parts of the system that are in their purview. Second, the LME/MCOs are closer to the launch of Tailored Plan. As you know, NCDHHS years ago acknowledged, the General Assembly concurring, that the best way to ensure healthy outcomes for the state’s complex and specialty populations was through a whole-person approach that came to be called Tailored Plans. Later this year, Medicaid beneficiaries with serious behavioral health needs, intellectual/developmental disabilities (I/DDs), and traumatic brain injuries (TBIs) will have access to an integrated health plan that serves their needs through a public managed care organization (one of the LME/MCOs) that provides access to care for members and budget predictability to the State. If the best solution for the complex and, in many cases, vulnerable populations mentioned above is in a Tailored Plan operated by an LME/MCO and launching later this year, then why would the state’s foster care population be treated any differently? Why should the state’s youth in foster care wait years for NCDHHS to spend a significant amount of taxpayer dollars to: have a waiver approved by the Centers for Medicaid and Medicare Services (CMS), issue a Request for Applications (RFA), score the applications and award the contract, deal with lawsuits from those who did not win the contract, and then begin to implement the transition of the population from Medicaid Direct to the new administrator? From our perspective, having a new administrator for the foster youth population in Medicaid presents other concerns. As a public board, among our chief concerns is the governance voice that communities would lose were a national commercial health plan to win the specialty plan contract. As with all LME/MCOs, Vaya’s board is composed of elected officials, community representatives, and others from the area who represent the interests of those we serve. Thus, our communities have a direct say in the organization that, as an area authority, is in its essence a part of local government. 48 This local voice is important because there is no standard, “one-size-fits-all” approach to specialty care. We want to work with an organization that knows our communities and truly listens to its leaders and citizens. That is what we have with Vaya. We recognize that improvements to the system for foster care can and should be made, and we ask NCDHHS to work with us and the LME/MCOs to address the upstream and downstream challenges that have little to do with who holds the contract for managed care of this population. At the same time, let us build on the solid foundation that counties have built through LME/MCOs—a legacy of stable, personalized care available through dedicated local providers who are deeply rooted in the communities they serve. Utilizing those established foundations to develop a specialty plan for children and families served by the child welfare system will provide the time and support needed to succeed while retaining the local focus and community voice we hold dear. Thank you for listening to our concerns. Sincerely, Gordon Powell, Chairman Person County Board of Commissioners 49 PERSON COUNTY BOARD OF COUNTY COMMISSIONERS 304 South Morgan Street, Room 212 Roxboro, NC 27573-5245 336-597-1720 Fax 336-599-1609 April 3, 2023 The Honorable Tim Moore Speaker North Carolina House of Representatives 16 West Jones Street Raleigh, NC 27601 Dear Speaker Moore: The Person County Board of Commissioners recognizes that caring for children and youth in foster care is one of the most important functions of government. As such, we applaud the legislature’s attention to this important matter and look forward to working with you toward solutions to caring for the burgeoning foster care population in the state. However, we write to share our concerns with the NCDHHS’s proposed statewide Medicaid Child and Families Specialty Plan (CFSP). The plan (Senate Bill 156/House Bill 340) is largely the same as the one introduced in 2022, but two major changes make the plan even less worthy of advancement now. First, Vaya Health and the other five LME/MCOs banded together in May 2022 to address the issue of foster care youth in a collaborative effort they call the N.C. Child and Family Improvement Initiative (NCCFII). The initiative, led directly by LME/MCO CEOs, established measurable objectives to create a system that ensures seamless, timely, and appropriate access to quality behavioral health care for children, youth, and families involved in the child welfare system. In less than one year, the progress of the NCCFII is remarkable. The LME/MCOs have: • Implemented care manager co-location in more than half of county DSS offices to facilitate operations, communication, and placements for children and youth in 50 foster care. Co-location is in process for 24 additional counties, and the LME/MCOs have designated DSS liaisons for those counties that have chosen not to have an embedded care manager. • Implemented statewide, standardized policies and administrative processes to alleviate county DSS and provider agency administrative burden and facilitate access to care for the child welfare population. • Enhanced network adequacy statewide with open enrollment and standardized in- and out-of-network reimbursement rates to ensure timely and appropriate placement in residential treatment, Psychiatric Residential Treatment Facilities, and crisis service facilities regardless of geographic location or the need for transitions of care in another part of the state. The LME/MCOs have proven that they can quickly accomplish much to improve the parts of the system that are in their purview. Second, the LME/MCOs are closer to the launch of Tailored Plan. As you know, NCDHHS years ago acknowledged, the General Assembly concurring, that the best way to ensure healthy outcomes for the state’s complex and specialty populations was through a whole-person approach that came to be called Tailored Plans. Later this year, Medicaid beneficiaries with serious behavioral health needs, intellectual/developmental disabilities (I/DDs), and traumatic brain injuries (TBIs) will have access to an integrated health plan that serves their needs through a public managed care organization (one of the LME/MCOs) that provides access to care for members and budget predictability to the State. If the best solution for the complex and, in many cases, vulnerable populations mentioned above is in a Tailored Plan operated by an LME/MCO and launching later this year, then why would the state’s foster care population be treated any differently? Why should the state’s youth in foster care wait years for NCDHHS to spend a significant amount of taxpayer dollars to: have a waiver approved by the Centers for Medicaid and Medicare Services (CMS), issue a Request for Applications (RFA), score the applications and award the contract, deal with lawsuits from those who did not win the contract, and then begin to implement the transition of the population from Medicaid Direct to the new administrator? From our perspective, having a new administrator for the foster youth population in Medicaid presents other concerns. As a public board, among our chief concerns is the governance voice that communities would lose were a national commercial health plan to win the specialty plan contract. As with all LME/MCOs, Vaya’s board is composed of elected officials, community representatives, and others from the area who represent the interests of those we serve. Thus, our communities have a direct say in the organization that, as an area authority, is in its essence a part of local government. 51 This local voice is important because there is no standard, “one-size-fits-all” approach to specialty care. We want to work with an organization that knows our communities and truly listens to its leaders and citizens. That is what we have with Vaya. We recognize that improvements to the system for foster care can and should be made, and we ask NCDHHS to work with us and the LME/MCOs to address the upstream and downstream challenges that have little to do with who holds the contract for managed care of this population. At the same time, let us build on the solid foundation that counties have built through LME/MCOs—a legacy of stable, personalized care available through dedicated local providers who are deeply rooted in the communities they serve. Utilizing those established foundations to develop a specialty plan for children and families served by the child welfare system will provide the time and support needed to succeed while retaining the local focus and community voice we hold dear. Thank you for listening to our concerns. Sincerely, Gordon Powell, Chairman Person County Board of Commissioners 52 AGENDA ABSTRACT Meeting Date: April 3, 2023 Agenda Title: FY 2024-2028 Recommended Capital Improvement Plan (CIP) Summary of Information: The CIP is a planning tool for implementing large capital projects. The CIP includes projects costing $50,000 or greater for Person County Government, Piedmont Community College, and Person County Schools. We also plan for capital needs for the Person County Museum of History and the Person County Senior Center, as they are county-owned facilities. This document paves the way for the FY24 Recommended Budget as it will provide an estimate of funding needed for capital projects and anticipates the impacts on operating costs as well. These capital projects span the next five fiscal years with the upcoming fiscal year (FY24) being the only year where a funding commitment is needed from the Board. The CIP is presented as information only at this meeting. Staff proposes adoption of the CIP at the April 17, 2023 Board of Commissioners meeting. Recommended Action: Receive the Recommended CIP and provide staff with feedback. Submitted By: Katherine M. Cathey, County Manager and Amy Wehrenberg, Finance Director 53 Person County, North Carolina Person County Capital Improvement Plan FY 2024-2028 Recommended Katherine Cathey, County Manager Brian Hart, Assistant County Manager Amy Wehrenberg, Finance Director April 3, 2023 54 Person County, North Carolina Capital Improvement Plan Table of Contents Manager’s Letter to the Board of Commissioners ............................................ 1-2 Objectives and Procedures for the CIP ................................................................. 3 Criteria for Project Priority ..................................................................................... 4 Completed and Ongoing Projects ..................................................................... 5-7 Recommended and Not Recommended Projects ........................................... 8-13 Funding Schedule ......................................................................................... 14-17 Graph-Revenue Sources ..................................................................................... 18 Graph-Projects by Function ................................................................................. 19 Graph-Projects by Type ...................................................................................... 20 Person County’s Debt Service ...................................................................... 21-24 Future Debt Service Payments ........................................................................... 25 55 PERSON COUNTY OFFICE OF THE COUNTY MANAGER 304 South Morgan Street, Room 212 Roxboro, NC 27573-5245 336-597-1720 Fax 336-599-1609 April 3, 2023  Dear Person County Board of Commissioners,   I am pleased to present Person County’s Fiscal Year (FY) 2024‐2028 Recommended Capital Improvement Plan (CIP).  The CIP is an important planning tool for our county, reflecting the Board of Commissioners’ priorities for large  capital projects costing more than $50,000. In addition to Person County Government, this plan also incorporates  the needs of our partner agencies, including Person County Schools (PCS) and Piedmont Community College (PCC),  given that counties are statutorily responsible for the provision of educational facilities. We also include capital  needs for two outside agencies for which the County owns the buildings, the Person County Museum of History and  the Person County Senior Center.   The development of this plan considers many factors including the current economic and fiscal climate, logistical  and financial constraints, as well as competing demands and priorities for County funds. The most critical capital  needs are those that address life‐safety issues. Once those needs are identified, we work towards a balance of  needs and priorities within our logistical and financial constraints. This plan identifies the anticipated funding  sources needed to meet these priorities. Although the projects in this plan span the next 5 years, the fiscal impacts  extend far beyond. Projects that are financed incur debt service payments typically over a 15 to 20‐year period.  Therefore, the full array of funding sources needed to support the projects as well as potential impacts to future  operating budgets are also presented. The Board of Commissioners reviews the 5‐year CIP every year, but only  funds the projects on an annual fiscal year basis.  For the previous fiscal year (FY23), the Board of Commissioners appropriated $3,300,000 from the General Fund,  $1,503,241 from Capital Investment Fund (CIF), $1,000,000 from the Water and Sewer Reserve Fund, and funding  from several other revenue sources to fund the CIP. The FY23 CIP included significant increases in spending for all  three entities.   FY24 CIP requests total $30,199,351, and requests total $125,089,115 over the five‐year plan. The needs are great,  but funding is limited, and the future is uncertain with the Duke Energy coal plants scheduled for retirement by the  end of this decade. Examples of proposed projects that are not included in the recommended CIP due to limited  funding options and competing priorities are Back‐Up 911 Center ($4.0M), Emergency Services Building/EOC  Building Replacement ($40.2M), Parks and Recreation Projects (paving, trails, splashpad, pump track, bike lanes,  fencing, renovations) ($4.3M), PCS New Roofs (Northern Middle School and School Bus Garage) ( $2.8M) and PCC  General Occupation Building (plus backfill renovations) ($40.0M).   The recommended FY24 CIP funding amount is $17,550,345. Like current year spending, next year’s funding sources  are diversified. The General Fund contribution is proposed at $3,200,000; CIP fund balance contributes $402,109  and Airport Construction fund balance contributes $80,000; the Community Development Projects Fund from the  County’s contract with Republic Services funds two recreation, arts and parks projects in the amount of $123,236;  and $1,000,000 is anticipated in state grant funds for the Person Industries/Materials Recovery Facility (PI/MRF)  Merger and Renovation project. In FY24, the County will issue $12,745,000 in limited obligation bonds (LOBs) to  Page 1 56 finance accessibility and safety improvements for Person High School (PHS). This financing will require an increase  in property taxes by $0.25 cents in order to make principal and interest payments on the bonds. In addition, the CIP  budgets $740,000 in contingency funds for this project. Public Schools Projects account for $14,165,000 or 80.7% of  the FY24 Recommended CIP.  The other major project included in the FY24 CIP is the PI/MRF merger and renovation. $2.1M is budgeted for this  County Project in year 1 of the five‐year plan. Other projects, including repairing the HVAC system in the County  Office Building, will be delayed due to the significant investments being made in the PI/MRF merger and PHS  improvements. After investing $1,912,968 in PCC Projects in FY23, the FY24 CIP includes $839,000 to complete  several PCC capital projects that are already underway as well as one new project.   An important element of this CIP is the debt service analysis and the tables and graph showing the future debt  service levels for Person County Government. The County’s total outstanding debt at June 30, 2023 will be $7.1M,  which is an 18% decrease from the prior year.  The County, working in partnership with Person County Schools, is  planning to issue new debt in FY24. The first financing of $19.4M is planned as part of larger financing plan over the  next four years, totaling $58.3M.  Please keep in mind that this Capital Improvement Plan is just that – a plan – and while a great deal of effort and  analysis have gone into this, it offers a starting point for annual comparisons, fiscal changes, unforeseen needs, and  a place where public discussion can begin. The CIP will continue to be reviewed throughout the year, presenting any  recommended changes to the Board for consideration. This review is critical as new information about our capital  needs, our fiscal health, financing tools, and existing project scheduling arises.    Person County Government takes great care and pride in being fiscally responsible. This CIP demonstrates our  commitment to provide not only sustainable infrastructure but improvements and enhancements to our  community and quality of life.  County staff looks forward to working with the Board of Commissioners and our  community partners as we implement the FY 2024‐2028 CIP.  Sincerely,  Katherine M. Cathey  County Manager  Page 2 57 Person County, North Carolina Capital Improvement Plan Objectives of a CIP: Create a plan to organize long term capital needs in a manner to promote discussion regarding priority, feasibility, timing, potential costs, financing options and future budgetary effect. Limit projects to those costing $50,000 and over in the plan. Present an overview of requests submitted by Person County departments, Piedmont Community College and Public Schools. Facilitate the exchange of information and coordination between the County, the community college and the schools on capital planning. Steps in developing a CIP: Determine capital needs for all departments and certain County-funded agencies. Review priorities and assess proposed capital projects in relationship to these priorities. Make recommendations to the Board of County Commissioners on a project’s timing, priority and possible financing options. Categories of projects: Person County Government Piedmont Community College Public Schools Each project includes a description, a timeline for construction and operating costs, and the current status. Also included are graphs that summarize revenue sources, projects by function, projects by type, and outstanding debt. Page 3 58 Person County, North Carolina Capital Improvement Plan Criteria in determining project status: Safety Is public health or safety a critical factor with regard to this project? What are the consequences if not approved? Mandate Is the project required by legal mandates? Is the project needed to bring the County into compliance with any laws or regulations? Timing and Linkages What is the relationship to other projects, either ongoing or requested? Does the project relate to a County-adopted plan or policy? Economic Impact Will this project promote economic development or otherwise raise the standard of living for our citizens? Efficiencies Will this project increase productivity or service quality, or respond to a demand for service? Are there any project alternatives? Service Impact Will this project provide a critical service or improve the quality of life for our citizens? How will this project improve services to citizens and other service clients? How would delays in starting the project affect County services? Operating Budget Impact What is the possibility of cost escalation over time? Will this project reduce annual operating costs in some manner? What would be the impact upon the annual operating budget and future operating budgets? Debt Management What types of funding sources are available? How reliable is the funding source recommended for the project? How would any proposed debt impact the County’s debt capacity? Does the timing of the proposed construction correspond to the availability of funding? Page 4 59 Person County, North Carolina Capital Improvement Plan Completed Projects Person County Government: Enhanced Camera System ($89,788) IT Building Room Addition ($109,800) IT-UPS for New Room ($58,356) LEC-Water Valves/Actuators ($60,000) P&R-Athletic Field Light Poles ($127,364) Mayo Lake Park Road Widening ($65,025) Helena-Paving & ADA Parking ($105,952) Sportsplex Playground Equipment ($57,673) Scoreboard Replacement & Repairs ($45,818) Piedmont Community College: Main Power Switch Replacement ($113,450) Computer Server Room-AC Unit ($74,640) Campus Sidewalks Upgrade ($80,000) Master Plan Update/Feasibility Study ($50,000) Campus Master Plan ($80,000) Public Schools Stories Creek-Heat Pumps Replacement ($158,885) PHS ADA Weight Room ($144,800) Southern Middle School-Fire Alarm Upgrade ($180,640) Stories Creek-Heat Pumps Replacement ($158,885) South Elementary-Replace Floor Tile ($55,317) Ongoing Projects Person County Government: Permitting Software ($292,356) – Working through some reporting issues…waiting to closeout project until fully resolved. New Roof-Old Helena Gym ($297,019) – Completed…waiting on final invoice Executive Hangar Construction ($5,201,336) – Construction is complete with only a few punch list items remaining. A final walkthrough with the contractor, Airport Operator, his staff and County staff , as well as training on the hangar operations, is scheduled for the end of March 2023. P&R-ADA Accessibility Safety Surfacing ($142,721) – Project is 75% complete. Anticipating completion by end of June 2023. P&R-ADA Parking Areas ($32,856) – Project is 80% complete. Anticipating completion by end of June 2023. Page 5 60 Human Resources Software - NeoGov ($182,767) – Project was approved in FY 2022 to be expensed over a 4-year period. FY 2024 is the third year of the implementation phase. Re-pave PCOB Parking Lots ($81,100) – Planned for spring 2023. Completion expected by July 2023. Refurbish Water Tank-Airport ($64,000) – Revised scope to separate potable water supply for fire supply. Completion expected by July 2023. Upfit PCOB Auditorium to BOC Boardroom ($120,000) – Board of Commissioners approved to proceed with the majority of renovations to the auditorium, but made the decision to continue to hold their meetings in the current Board room on the 2nd floor of the PCOB unless it was necessary to schedule a meeting to be held in the auditorium due to large capacity of public attendance. Renovations are scheduled to begin in May 2023 with anticipated completion by early July 2023. HVAC Upgrades-Senior Center ($57,075) – Project is in process. Completion expected by end of March 2023. New Roof-EMS (Barden St) ($243,921) – Engineering has been done. Completion expected by September 2023. New Roof-Old Helena (EMS/Sheriff) ($164,205) – Construction in progress. Anticipate completion by end of March 2023. New Roof-Inspection/Planning Building ($315,361) – Engineering has been done. Completion expected by September 2023. EMS Station North ($10,000) – Still working on memorandum of agreement with Triple Springs VFD for building use, but still plans to expend the $10K by the end of the FY to begin renovation. Emergency Services Radio Upgrade ($180,000) – Funds should be expended by May 2023. Convert Picnic Shelters to Cabins ($63,300) – This project is pending due to uncertainty of grant award. This is requested again for FY24 to be funded with contribution funds from Republic Services (Community Development Project Fund). Outdoor Multi-Purpose Courts ($63,000) – Project is 80% complete. Plan to finish by end of June 2023. Kirby Rebirth Project-Rooftop Event Space ($48,396) – This project is pending due to uncertainty of grant award. This is requested again for FY24 to be funded with contribution funds from Republic Services (Community Development Project Fund). Piedmont Community College: Early College- POD Building ($556,740) – Construction of a new building for the PECIL program has been completed. The County is contributing to PCC in 5 annual installments. FY23 represents the 4th payment with the last payment to occur in FY24 for $79K. Page 6 61 Environmental Controls for Buildings ($325,000) – Project is completed. Waiting on final invoice payment. General Education Building Design ($300,000) – Preliminary design is in process. Chiller Room Upgrades ($500,000) – Preparing RFQ to send out in Spring 2023. Science Lab Renovations ($400,000) – Project is currently in design phase. Science Package ($80,000) – Project is in the bid process. Room Upfits B, C, G Buildings ($57,500) – Construction in progress. Anticipated completion by end of 2023. Repair HVAC Roof Waterlines ($90,000) – Preliminary design is in process New Roof-Bldg L & Covered Walkways ($326,468) – Engineering work has begun. Public Schools: Oak Lane Elementary Chiller ($150,000) –Schools used ESSR funds to complete project, and have requested to apply these available funds to the North Elementary Chiller which was quoted higher than anticipated. North Elementary Chiller ($150,000) – Applying funds from Oak Lane and North End chiller to complete construction. North End Elementary Chiller ($125,000) – Schools used ESSR funds to complete project with the exception of retainage costs, and have requested to apply any remaining funds to the North Elementary Chiller which was quoted higher than anticipated. Earl Bradsher Elementary – HVAC Units ($115,000) – Schools used ESSR funds to complete project, and have requested to apply any remaining funds to the North Elementary Chiller which was quoted higher than anticipated. Oak Lane Elementary - Roof Replacement ($990,636) – Waiting for favorable weather to begin construction. Anticipate completion by September 2023. South Elementary – Metal Roof Replacement ($21,430) – Schools made decision to use these funds to demo building. No action yet. Communication Radios ($150,000) – Radios have been ordered. Earl Bradsher-Fire Alarm System ($180,000) – In process of awarding bids Woodland Elementary-Repaint Canopies ($36,000) – Project is complete. Waiting on final invoice. PHS-Repave Parking Lot ($300,000) – No action yet New Roof-North End Elementary ($200,449) – No action yet Page 7 62 Person County Capital Improvement Plan FY 2024-2028 Recommended Projects YEAR DEPT PROJECT TITLE TOTAL COST PROJECT DESCRIPTION AND JUSTIFICATION 2024 Human Resources Software Acquisition 50,199 Purchase software by NeoGov to improve efficiency in HR operations. This is the 3rd year payment of a 4-year plan. General Services Demolish Water Tower-Old Helena School 65,000 Remove 25+ year old metal water tower located adjacent to Helena gym due to safety hazard of collapse on or near publicly used facility. General Services Replace Tractor at Airport 80,000 Replace 2-wheel drive 2000 model with 4-wheel drive 2022 model tractor dedicated to maintenance at the Airport. Proposed tractor will be more versatile, efficient, and better equipped to handle tasks that current tractor is unable to do. Resale value of old tractor is $25,000 - $35,000 which will capitalize potential return on investment. Emergency Services EMS Station North 75,000 An Emergency Medical Services Station on north end of the county to reduce response times to medical emergencies and reduce morbidity and mortality. Proposing to work with community partner to renovate existing space to staff a response vehicle and crew quarters without encumbering the cost of building a new facility. Emergency Services LUCAS CPR Compression Devices 52,910 Purchase four LUCAS III Chest Compression Devices to install in EMS fleet. These compression devices perform CPR compressions on a patient which allows EMS crews to focus on other life saving procedures. Recreation, Arts & Parks Conversion of Picnic Shelters 3,4,5 to Cabins 70,000 Convert three existing and unutilized picnic shelters into vacation cabins which would allow more rental opportunities for citizens of the county and outside visitors to the lake. This project was approved last year contingent upon a successful PARTF grant. Recommendation is to fully fund in FY24 using available Community Development Project funds provided by Republic Services if grant funds are not awarded. Recreation, Arts & Parks Kirby Rebirth Project: Roof Top Studio/Event Space 53,236 Create a rooftop studio and event space to provide a great tourist attraction that would also greatly benefit the operations and community. This project was approved last year contingent upon a successful PARTF grant. Recommendation is to fully fund in FY24 using available Community Development Project funds provided by Republic Services if grant funds are not awarded. Person Industries/PCRC PI/MRF Merger & Renovation 2,100,000 Year 1 of 2-phase project for merging Person Industries into PCRC location due to lease expiration of current Madison Blvd location on May 25, 2025. Feasibility study completed to show increased efficiency in recycling processing with updating machines, moving existing equipment, adding in temperature control area for Person Industries consumers to complete recycling related jobs. Buildling renovation and expansion of the PCRC facility would benefit the organization to be more streamlined with services and have more individuals to process recycling, increasing the tonnage that is sold per commodity vs. single stream. Up to $1M in grant revenue per phase is projected, although the project is eligible for potentially more grant funds. PCC Early College T Bldg-PECIL 79,000 Modular classroom building with 10 classrooms approved in 2019 CIP. Budget year 2023-2024 is the 5th and final year of funding to PCC for this project. PCC Chiller Room Upgrades 400,000 Second and final year of funding to PCC for replacement of (1) Cooling Tower and (2) Chillers, electrical and control upgrades, pump repair/replacement, engineering fees and drawings. Cooling Tower showing signs of structural deterioration and leaks; Chillers redundant and servicable, but beyond useful life. PCC Science Lab Renovations 200,000 Renovate (2) Biology/Anatomy classrooms and (1) Chemistry Lab. Damaged existing fixtures and cabinets will be removed so that labs can be reconfigured and renovated with new casework, countertops, fixtures and flooring ensuring the safe delivery of critical science instruction. Page 8 63 Person County Capital Improvement Plan FY 2024-2028 Recommended Projects YEAR DEPT PROJECT TITLE TOTAL COST PROJECT DESCRIPTION AND JUSTIFICATION PCC Room Upfits B, C and G Buildings 100,000 Additional updates to instructional spaces to ADA standards for increased safety, along with functionality upgrades. Replace current damaged flooring with a low maintenance vinyl tile, reconfigure staff area by removal of existing interior walls, replace degraded bathroom partitions, install ADA fixtures, and epoxy flooring, replace original ceiling tiles, energy efficient lighting, along with minor electrical, plumbing and HVAC updates, and include asbestos abatement necessary for EOC & IT and repair in Bldg G. PCC BDEC Entry 60,000 Add new storefront windows and doors, remove and replace subfloor/floor, upgrade electrical and lighting in the display areas. New entrance addresses repairs needed in the display area, creates an inviting entrance for users and an attractive storefront consistent with other downtown businesses. Public Schools Debt Financing - Various Improvements to Schools 12,745,000 Debt-financed project to provide funds to schools for improvements at Person High School in this first tranche of appoved funding by the Board of Commissioners in March 2023. This estimate includes $10.8M construction/renovation, $1.1M engineering and planning, $300K issuance costs and $545K contingency funds. Public Schools Contingency Funds - Local 740,000 Setting aside contingency funds from local County funding to use as needed for the School Improvements Project. Public Schools Install Cameras - All Schools 180,000 Provide matching funds to the Schools for the federal COPS School Violence Prevention Grant to install cameras at all schools for safety protocols. Need to install cameras at all schools so that buildings can be more closely monitored for safety and emergencies. Public Schools New Roof - South Elementary School 500,000 Most critical roof in need of replacement. Due to significant size and cost, recommending to address one quarter of roof to determine depth of deterioration that would provide a more accurate assessment of the needs for the remaining three quarters to be completed in the following year. 2025 Information Technology Virtual Infrastructure Upgrades 210,000 Replace aging servers responsible for hosting all County applications and upgrade storage infrastructure to meet data storage demands. Servers will have reached the end of their expected life. Technology changes and County-wide needs will require the servers to be replaced. Human Resources Software Acquisition 64,542 Purchase software by NeoGov to improve efficiency in HR operations. This is the final payment of 4-year plan. General Services Repair HVAC System in PCOB 450,000 Replace 60+ year old HVAC system in Board of Education wing of Person County Office Building. Multiple repairs have been made and dated equipment parts are becoming difficult to replace when failures occur. This is first year of two-year recommended project installation. Emergency Services Emergency Services Radio Upgrade 1,060,000 Upgrade the radios in the 911 CAD consoles as they are approaching their end of service life in FY25. Once this occurs, spare parts will no longer be available to have them repaired. There are already operational limitations with the system that impact performance and first responder safety. Recommendation is to fund this eligible equipment under the Emergency Telephone System Fund. Person Industries/PCRC PI/MRF Merger & Renovation 1,377,738 Second phase of 2-year project for merging Person Industries into PCRC location due to lease expiration of current Madison Blvd location on May 25, 2025. Feasibility study completed to show increased efficiency in recycling processing with updating machines, moving existing equipment, adding in temperature control area for Person Industries consumers to complete recycling related jobs. Buildling renovation and expansion of the PCRC facility would benefit the organization to be more streamlined with services and have more individuals to process recycling, increasing the tonnage that is sold per commodity vs. single stream. Up to $1M in grant revenue per phase is projected, although the project is eligible for potentially more grant funds. Page 9 64 Person County Capital Improvement Plan FY 2024-2028 Recommended Projects YEAR DEPT PROJECT TITLE TOTAL COST PROJECT DESCRIPTION AND JUSTIFICATION PCC Door Locking and Security 250,000 The current configuration of the classroom doors that are outward facing are independtly locked with a key for each classroom. All classrooms are exterior doors. Currently we have no way to lock down all doors in case of an emergency. Moving to a magnatic swipe door system will provide centralized control of a lock-down in case of emergency. Public Schools Contingency Funds - Local 340,000 Setting aside contingency funds from local County funding to use as needed for the School Improvements Project. Public Schools New Roof - South Elementary School 1,904,555 Most critical roof in need of replacement. Due to significant size and cost, recommending to address one quarter of roof in FY24 to determine depth of deterioration that would provide a more accurate assessment of the needs for these remaining three quarters to be completed in FY25. Public Schools Replace Water Fountains - all Schools 97,000 Replace all water fountains with new fountains containing lead filters. They need to be replaced due to age and possible changes in state regulations to drinking water in K-12 buildings. 2026 Information Technology County Phone System Replacement 350,000 Replace aging phone system utilized by all County department which meets its end of life in 2025 with end of support in 2029. IT Department is currently researching replacement options in anticipation of this system replacement. Figures included are only estimates at this time. General Services Repair HVAC System in PCOB 430,000 Replace 60+ year old HVAC system in Board of Education wing of Person County Office Building. Multiple repairs have been made and dated equipment parts are becoming difficult to replace when failures occur. This is second year of two-year recommended project installation. General Services New Roof - Emg Comm (911)149,006 As recommended in the Roofing Study. General Services New Roof - Law Enforcement Center 963,316 As recommended in the Roofing Study. General Services New Roof - Public Library 85,515 As recommended in the Roofing Study. Emergency Services Bio-Medical Device Replacement 418,000 Replace biomedical equipment (cardiac monitors/defibrillators and Automatic External Defibrillators) that meets end of life and require replacement. These devices are essential for patient care and required by the NC Office of EMS to have vehicles classified as Advanced Life Support vehicles. Recreation, Arts & Parks Athletic Field Light/Pole Upgrades 57,000 Replace light poles at various parks. All ballfields in Person County have light systems that are 25+ years old. Recommend to continue upgrading the lights for safety and preventative maintenance, and to reduce liability. PCC Mechanical, Electrical, Plumbing (MEP) Replacement 245,000 Replace hot water heaters, Penthouse Air Handlers, and Secondary HVAC Units that have been identified and prioritzed in PCC's Facility Master Plan. Identified equipment is beyond useful life. Chance of emergency repairs high and expect new units to be more efficient. This is the first year of a three-year project. PCC Bookstore Relocation 450,000 Relocate Bookstore and renovate area to create a campus Welcome Center that will house student support staff currently located in other areas of Campus. This will create a campus entrace that will cater to student needs, and create an "ease of doing business" with the community that will attract more students and visitors. Public Schools Debt Financing - Various Improvements to Schools 11,715,000 Debt-financed project to provide funds for improvements at various schools in this second tranche of funding appoved by the Board of Commissioners in March 2023. This estimate includes $9.9M construction/renovation, $1.02M engineering and planning, $300K issuance costs and $495K contingency funds. Public Schools Contingency Funds - Local 570,000 Setting aside contingency funds from local County funding to use as needed for the School Improvements Project. Public Schools Replace Electronic Door Locks - All Schools 150,000 Electronic door lock sytem is 15 years old and needs to be replaced and upgraded to increase speed of service. The new system would allow for instant data update and changes to be made without physically visiting each site. Public Schools Replace Exterior Doors - South and Oak Lane Elementary 110,000 Replace exterior doors at South and Oak Lane due to safety concerns and poor operating condition. Page 10 65 Person County Capital Improvement Plan FY 2024-2028 Recommended Projects YEAR DEPT PROJECT TITLE TOTAL COST PROJECT DESCRIPTION AND JUSTIFICATION Public Schools Replace asbestos floor tiles in Rooms 1-8 80,000 Remove asbestos floor tiles in 7 classrooms due to safety and heatlh concerns. Floor tiles are loose and may cause health issues for students and staff. Public Schools (p) School 121,544 As recommended in the Roofing Study. 2027 General Services New Roof - Mayo Park Buildings 212,954 As recommended in the Roofing Study. Recreation, Arts & Parks Athletic Field Light/Pole Upgrades 59,800 Replace light poles at various parks. All ballfields in Person County have light systems that are 25+ years old. Recommend to continue upgrading the lights for safety and preventative maintenance, and to reduce liability. Recreation, Arts & Parks ADA Accessible Elevator-Kirby 350,000 Construction and installation of an ADA accessible elevator in the Kirby building. This addition will provide accessibility from the basement to the stage, which is a critical need. It will also provide an ease to citizens, staff and resources with reduced physical exertion and risk of injury by providing a way to move stage props between floors. This will increase staff productivity and time efficiency. Recreation, Arts & Parks ADA Accessible Restroom-Kirby 200,000 Renovate Kirby restroom to provide ADA accessibility . The Kirby Auditorium currently has two ADA accessible single-stall (two toilets) restrooms that serve a facility with a capacity of over 1000 people. Recreation, Arts & Parks ADA Accessible Playgrounds 650,000 This project addresses the ADA accessibility needs for Person County children that are differently-abled and need special accommodations to utilize recreational facilities and playgrounds. These all-inclusive play spaces will further address sensory- processing needs with additional recreational equipment that allows for sensory-based experiences. PCC Mechanical, Electrical, Plumbing (MEP) Replacement 240,000 Replace hot water heaters, Penthouse Air Handlers, Secondary HVAC Units that have been identified and prioritzed in our Facility Master Plan. Identified equipment is beyond useful life. Chance of emergency repairs high and new units will be more efficient. This is the second year of a three-year project. Public Schools Contingency Funds - Local 418,865 Setting aside contingency funds from local County funding to use as needed for the School Improvements Project. Public Schools Painting entire school - Oak Lane Elementary 75,000 Need to paint entire school due to wear and tear of old paint, and paint peeling off walls and doors. Public Schools New Roof - Woodland Elementary 993,381 As recommended in the Roofing Study. 2028 General Services New Roof - Mayo Park Buildings 110,461 As recommended in the Roofing Study. General Services New Roof - IT Building 150,245 As recommended in the Roofing Study. General Services New Roof - Courthouse 145,256 As recommended in the Roofing Study. General Services New Roof - Museum Complex 423,331 As recommended in the Roofing Study. Recreation, Arts & Parks Athletic Field Light/Pole Upgrades 63,250 Replace light poles at various parks. All ballfields in Person County have light systems that are 25+ years old. Recommend to continue upgrading the lights for safety and preventative maintenance, and to reduce liability. Recreation, Arts & Parks Addition of Doorways-Kirby 50,000 Addition of two doorways to connect the Auditorium to the Foyer of the Kirby Rebirth and the Kirby Learning Studios will help ensure safety of staff and public. One doorway would be cut from the auditorium to the rebirth elevator foyer and another door to go from rebirth elevator foyer into the learning studios. Recreation, Arts & Parks Renovation & Repairs-Kirby 100,000 Repairs/Updates to Lighting, Draping, Roller Systems and addition of Streaming Equipment to provide ADA Accessibility. This includes installation of (1) flame-retardant curtains and motorization of grand drapes; (2) replacement of stage lighting system, and (3) installation of streaming equipment. Recreation, Arts & Parks Department Branding and Signage 100,000 Request is for consistent branding, signage and wayfinding in order to educate and inform community members and visitors of surroundings and amenities. Additionally, the Recreation Arts and Parks Department needs to identify itself, align it with the County and use that brand to connect themselves to their mission and vision in order to communicate their services better. Page 11 66 Person County Capital Improvement Plan FY 2024-2028 Recommended Projects YEAR DEPT PROJECT TITLE TOTAL COST PROJECT DESCRIPTION AND JUSTIFICATION Recreation, Arts & Parks HVAC Installation-Olive Hill Gym 150,000 There is a need for climate-controlled rental and program space within the community. Currently, there is limited use of these facilities from the late spring through early fall due to lack of HVAC. Also, the addition of HVAC to these facilities will decrease the likelihood of mold and other moisture-based issues throughout the warmer months, decreasing long-term maintenance costs. Recreation, Arts & Parks HVAC Installation-Old Helena Gym 150,000 There is a need for climate-controlled rental and program space within the community. Currently, there is limited use of these facilities from the late spring through early fall due to lack of HVAC. Also, the addition of HVAC to these facilities will decrease the likelihood of mold and other moisture-based issues throughout the warmer months, decreasing long-term maintenance costs. PCC Mechanical, Electrical, Plumbing (MEP) Replacement 365,629 Replace hot water heaters, Penthouse Air Handlers, Secondary HVAC Units that have been identified and prioritzed in our Facility Master Plan. Identified equipment is beyond useful life. Chance of emergency repairs high and new units will be more efficient. This is the third year of a three-year project. PCC IT Systems 475,000 Update phone systems and network switches. Not updating phone system could result in phone system failure and force migration to a new phone system without one in place. Current network switches are six years old and industry standard for life expectancy is seven years. Public Schools Debt Financing - Various Improvements to Schools 13,795,000 Debt-financed project to provide funds for improvements at various schools in this third tranche of funding appoved by the Board of Commissioners in March 2023. This estimate includes $11.71M construction/renovation, $1.2M engineering and planning, $300K issuance costs and $585K contingency funds. Public Schools Contingency Funds - Local 570,696 Setting aside contingency funds from local County funding to use as needed for the School Improvements Project. Public Schools Replace Bleachers - PHS Auxillary Gym 110,000 Need to replace 30+ year old bleachers due to the age and condition of bleachers . Also bleachers are constructed of wood, have inoperable mechanical issues, and do not meet ADA standards. Public Schools New Roof - Person High School 236,132 As recommended in the Roofing Study. Page 12 67 Person County Capital Improvement Plan FY 2024-2028 Projects Not Recommended DEPT PROJECT TITLE TOTAL COST PROJECT DESCRIPTION/REASON FOR NOT RECOMMENDING Emergency Services Back-Up 911 Center 4,000,000 Emergency Services enlisted the consultative support/services of Mission Critical Partners to conduct a facility feasibility assessment for a new Emergency Services Building, which would include current and future needs of 911 Center. Results of the study may impact this project, so it is not recommended at this time. Emergency Services Emergency Services Building/EOC Building Replacement 40,212,266 Emergency Services enlisted the consultative support/services of Mission Critical Partners to conduct a facility feasibility assessment. Preliminary results of the study were recently shared with the Board of Commissioners. BOC recognizes need and will continue to receive and evaluate information related to the potential project and its funding, as it is made available by the department and/or MCP. If BOC ultimately supports project, it will be forwarded to the County's Debt Consultants for further financial review and analysis. Recreation, Arts & Parks Paving Existing Gravel Parking Lots for Full ADA Access-All Parks 1,000,000 ADA and parking lot improvements are currently being addressed in previously approved CIP projects. Additional needs will continue to be assessed, prioritized and addressed by the department in collaboration with General Services and County Manager's Office. Recreation, Arts & Parks Rail Road Trails Acquisition & Development 1,500,000 The department was recently awarded a grant from DOT to conduct a multimodal feasibility study. Pending the results of the study and the availability of additional funding sources, the project is not recommended, but will be evaluated for further consideration. Recreation, Arts & Parks Public Splash Pad 750,000 Not recommending due to the addition of significant operating impacts and other competing projects. Recreation, Arts & Parks Pump Track 300,000 Not recommending at this time due to other critical capital needs. Recreation, Arts & Parks Bike Lanes Addition 100,000 Not recommending at this time due to other critical capital needs. Recreation, Arts & Parks Fence Repair & Replacement- All Parks 500,000 Recommended to include as an operating cost and complete for one park at a time. Therefore, project not recommended at this time. Recreation, Arts & Parks Timberlake Building Renovation 115,000 Project not recommended at this time due to competing priorities. Project may be impacted by future BOC decision about Old Helena School property. PCC General Occupation Building 28,000,000 Not recommending at this time due to other critical capital needs, including recommended PCC projects. PCC General Occupation Building- Backfill 12,000,000 Not recommending at this time due to other critical capital needs, including recommended PCC projects. Public Schools New Roof - Northern Middle School 2,429,970 Not recommended at this time as other CIP approved for school improvements is needed. Roofing is deferred to a year beyond 5-year plan and will be re-evaluated each year to determine if earlier replacement is necessary. Public Schools New Roof - School Bus Garage 414,258 Not recommended at this time as other CIP approved for school improvements is needed. Roofing is deferred to a year beyond 5-year plan and will be re-evaluated each year to determine if earlier replacement is necessary. Page 13 68 Person County Capital Improvement Plan (CIP) 2024-28 Recommended - Funding Schedule Revenues: General Fund Contribution 3,300,000 3,200,000 3,360,000 3,830,000 3,200,000 3,200,000 20,090,000 CIP Fund Balance - 402,109 333,835 222,378 - - 958,322 City of Roxboro Contribution (County Phone System Replacement)- - - 52,500 - - 52,500 City of Roxboro Contribution (New Roof- Emergency Communications (911))- - - 74,503 - - 74,503 Airport Construction Fund Balance (Replace Tractor at Airport)- 80,000 - - - - 80,000 State 911 Board Funds - - 1,060,000 - - - 1,060,000 PARTF Grant (Conversion of picnic shelters to cabins)63,300 - - - - - 63,300 PARTF Grant (Kirby Rebirth Project)24,198 - - - - - 24,198 Community Development Projects Fund Balance (Convert Old Landfill to Park)73,000 - - - - - 73,000 Community Development Projects Fund Balance (Kirby Rebirth & Conversion of picnic shelters to cabins)- 123,236 - - - - 123,236 State grant funds (PI/MRF Merger and Renovation)- 1,000,000 1,000,000 - - - 2,000,000 Limited Obligation Bonds (School Improvements)- 12,745,000 - 11,715,000 - 13,795,000 38,255,000 Capital Investment Fund Balance 1,503,241 - - - - - 1,503,241 Water and Sewer Reserve Fund (Western Sewer Expansion)1,000,000 - - - - - 1,000,000 Stormwater Fund Fees (IAIA Stormwater Programs)114,394 - - - - - 114,394 Total Sources of Revenue:6,078,133 17,550,345 5,753,835 15,894,381 3,200,000 16,995,000 65,471,694 Project Costs for County: Current Year 2022-23 Planning Year 2023-24 Planning Year 2024-25 Planning Year 2025-26 Planning Year 2026-27 Planning Year 2027-28 TOTAL PROJECT COSTS Information Technology: Virtual Infrastructure Upgrades - - 210,000 - - - 210,000 County Phone System Replacement - - - 350,000 - - 350,000 Human Resources: Software Acquisition 21,514 50,199 64,542 - - - 136,255 General Services: Re-pave PCOB Parking Lots 81,100 - - - - - 81,100 Refurbish Water Tank - Airport 64,000 - - - - - 64,000 Upfit PCOB Auditorium to BOC Boardroom 120,000 - - - - - 120,000 HVAC Upgrades - Senior Center 57,075 - - - - - 57,075 New Roof - EMS (Barden St.)243,921 - - - - - 243,921 New Roof - Helena EMS/Sheriff Satellite Station 164,205 - - - - - 164,205 New Roof - Insp/Planning Building 315,361 - - - - - 315,361 Demolish Water Tower-Old Helena School - 65,000 - - - - 65,000 Repair HVAC System in PCOB - - 450,000 430,000 - - 880,000 Replace Tractor at Airport - 80,000 - - - - 80,000 New Roof - Emergency Communications (911)- - - 149,006 - - 149,006 New Roof - Law Enforcement Center - - - 963,316 - - 963,316 New Roof - Library - - - 85,515 - - 85,515 New Roof - Mayo Park Buildings - - - - 212,954 110,461 323,415 TOTAL REVENUE SOURCESSources of Revenue: Current Year 2022-23 Planning Year 2023-24 Planning Year 2024-25 Planning Year 2025-26 Planning Year 2026-27 Planning Year 2027-28 Page 14 69 Person County Capital Improvement Plan (CIP) 2024-28 Recommended - Funding Schedule New Roof - IT Building - - - - - 150,245 150,245 New Roof - Courthouse - - - - - 145,256 145,256 New Roof - Museum Complex - - - - - 423,331 423,331 Emergency Services: EMS Station North 10,000 75,000 - - - - 85,000 Emergency Services Radio Upgrade 180,000 - 1,060,000 - - - 1,240,000 LUCAS CPR Compression Devices - 52,910 - - - - 52,910 Bio-Medical Device Replacement - - - 418,000 - - 418,000 Economic Development Western Sewer Expansion 1,000,000 - - - - - 1,000,000 Recreation, Arts & Parks: Athletic Field Light/Pole Upgrades 50,000 - - 57,000 59,800 63,250 230,050 Mayo Lake Park Road Widening 57,750 - - - - - 57,750 Helena - Park Areas Paving & ADA Parking 130,700 - - - - - 130,700 Conversion of Picnic Shelters to Cabins 63,300 70,000 - - - - 133,300 Rock Complex Playground Equipment 55,000 - - - - - 55,000 Outdoor Multi-Purpose Courts 63,000 - - - - - 63,000 Converting Old Landfill to Park 73,000 - - - - - 73,000 Kirby Rebirth Project - Roof Top Studio/Event Space 48,396 53,236 - - - - 101,632 Score Board Replacements and Repairs 65,000 - - - - - 65,000 Playground and Park Improvements 70,000 - - - - - 70,000 ADA Accessible Elevator-Kirby - - - - 350,000 - 350,000 ADA Accessible Restroom-Kirby - - - - 200,000 - 200,000 ADA Accessible Playgrounds - - - - 650,000 - 650,000 Addition of Doorways-Kirby - - - - - 50,000 50,000 Renovation & Repairs-Kirby - - - - - 100,000 100,000 Department Branding and Signage - - - - - 100,000 100,000 HVAC Installation-Olive Hill Gym - - - - - 150,000 150,000 HVAC Installation-Old Helena Gym - - - - - 150,000 150,000 Person Industries/PCRC PI/MRF Merger and Renovation - 2,100,000 1,377,738 - - - 3,477,738 Stormwater Management: IAIA Stormwater Programs 114,394 - - - - - 114,394 Total County Projects:3,047,716 2,546,345 3,162,280 2,452,837 1,472,754 1,442,543 14,124,475 Page 15 70 Person County Capital Improvement Plan (CIP) 2024-28 Recommended - Funding Schedule Project Costs for PCC: Current Year 2022-23 Planning Year 2023-24 Planning Year 2024-25 Planning Year 2025-26 Planning Year 2026-27 Planning Year 2027-28 TOTAL PROJECT COSTS Piedmont Community College (PCC): Early College - POD Building 79,000 79,000 - - - - 158,000 General Education Building 300,000 - - - - - 300,000 Chiller Room Upgrades 500,000 400,000 - - - - 900,000 Science Lab Renovations 400,000 200,000 - - - - 600,000 Campus Master Plan 80,000 - - - - - 80,000 Signage Package 80,000 - - - - - 80,000 Room Upfits B, C and G Bldgs 57,500 100,000 - - - - 157,500 Repair of HVAC Roof Water Lines 90,000 - - - - - 90,000 New Roof- Building L & covered walkways 326,468 - - - - - 326,468 BDEC Entry - 60,000 - - - - 60,000 Door Locking and Security - - 250,000 - - - 250,000 Mechanical, Electrical, Plumbing (MEP) Replacement - - - 245,000 240,000 365,629 850,629 Bookstore Relocation - - - 450,000 - - 450,000 IT Systems - - - - - 475,000 475,000 Total PCC Projects:1,912,968 839,000 250,000 695,000 240,000 840,629 4,777,597 Project Costs for Public Schools: Current Year 2022-23 Planning Year 2023-24 Planning Year 2024-25 Planning Year 2025-26 Planning Year 2026-27 Planning Year 2027-28 TOTAL PROJECT COSTS Public Schools: Communication Radios - All Schools 150,000 - - - - - 150,000 Earl Bradsher - Fire Alarm System 180,000 - - - - - 180,000 South Elem - Replace Floor Tile 87,000 - - - - - 87,000 PHS-ADA Weight Room 145,000 - - - - - 145,000 Woodland Elem - Repaint Canopies 55,000 - - - - - 55,000 PHS - Repave Parking Lot 300,000 - - - - - 300,000 New Roof-North End (sectors C,D,E)200,449 - - - - - 200,449 Debt Financing - Various Improvements to Schools Construction/Renovation - 10,818,553 - 9,850,000 - 11,650,000 32,318,553 A&E Fees - 1,081,855 - 1,020,000 - 1,199,550 3,301,405 Issuance Costs - 300,000 - 300,000 - 300,000 900,000 Contingency Funds-Financed - 544,592 - 545,000 - 645,450 1,735,042 Contingency Funds-Local - 740,000 340,000 570,000 418,865 570,696 2,639,561 Install Cameras - All Schools - 180,000 - - - - 180,000 Replace Electronic Door Locks - All Schools - - - 150,000 - - 150,000 New Roof - South Elementary - 500,000 1,904,555 - - - 2,404,555 Replace Exterior Doors - South and Oak Lane Elementary - - - 110,000 - - 110,000 Replace Water Fountains - all Schools - - 97,000 - - - 97,000 Replace asbestos floor tiles in Rms 1-8 - - - 80,000 - - 80,000 New Roof (canopies) - SMS - - - 121,544 - - 121,544 Painting entire school - Oak Lane - - - - 75,000 - 75,000 New Roof - Woodland Elementary - - - - 993,381 - 993,381 Replace Bleachers - PHS Auxillary Gym - - - - - 110,000 110,000 New Roof - Person High School - - - - - 236,132 236,132 Total Public Schools Projects:1,117,449 14,165,000 2,341,555 12,746,544 1,487,246 14,711,828 46,569,622 Total Project Costs:6,078,133 17,550,345 5,753,835 15,894,381 3,200,000 16,995,000 65,471,694 Page 16 71 Person County Capital Improvement Plan (CIP) 2024-28 Recommended - Funding Schedule Sources of Revenue for Operating Impact Costs: Current Year 2022-23 Planning Year 2023-24 Planning Year 2024-25 Planning Year 2025-26 Planning Year 2026-27 Planning Year 2027-28 TOTAL REVENUE SOURCES General Fund Revenues - 306,448 1,243,875 1,575,938 2,409,760 2,671,313 8,207,334 Rental Revenue-Conversion of Picnic Shelters 3,4,5 to Cabins - 22,500 22,500 22,500 22,500 22,500 112,500 Total Sources of Revenue for Operating Impact Costs:- 328,948 1,266,375 1,598,438 2,432,260 2,693,813 8,319,834 Operating Impact Costs: Current Year 2022-23 Planning Year 2023-24 Planning Year 2024-25 Planning Year 2025-26 Planning Year 2026-27 Planning Year 2027-28 TOTAL PROJECT COSTS Information Technology County Phone System Replacement Maintenance contract - - - 30,000 30,000 30,000 90,000 Human Resources Software Acquisition - - - 12,500 12,500 12,500 37,500 Emergency Services Emergency Services Radio Upgrade Contractural and maintenance service contracts - - - 12,000 12,000 12,000 36,000 LUCAS CPR Compression Devices 3-yr Preventive maintenance plan - 13,260 - - 13,260 - 26,520 Bio-Medical Device Replacement 3-yr Preventive maintenance plan - - - 24,000 - - 24,000 Recreation, Arts & Parks ADA Accessible Elevator Project Maintenance costs - - - - 1,000 1,000 2,000 Conversion of Picnic Shelters 3,4,5 to Cabins Maintenance costs - 5,000 5,000 5,000 5,000 5,000 25,000 Public Schools Debt Payments - 310,688 1,261,375 1,514,938 2,358,500 2,633,313 8,078,814 Total Operating Impact Costs:- 328,948 1,266,375 1,598,438 2,432,260 2,693,813 8,319,834 Note: Yellow highlighted estimates include the revenues and expenditures associated with new debt issuances for school improvements. Page 17 72 Person County Capital Improvement Plan Recommended - Revenue Sources FY 2024 - 2028 Total % Revenue Sources Description Current Year 2024 2025 2026 2027 2028 Totals % of Total Debt Proceeds - 12,745,000 - 11,715,000 - 13,795,000 38,255,000 58.4% General Fund Contribution 3,300,000 3,200,000 3,360,000 3,830,000 3,200,000 3,200,000 20,090,000 30.7% State grant funds (PI/MRF)- 1,000,000 1,000,000 - - - 2,000,000 3.1% Capital Investment Fund Balance 1,503,241 - - - - - 1,503,241 2.3% State 911 Board Funds - - 1,060,000 - - - 1,060,000 1.6% Water and Sewer Reserve Fund 1,000,000 - - - - - 1,000,000 1.5% CIP Fund Balance - 402,109 333,835 222,378 - - 958,322 1.5% Community Development Projects Fund Balance 73,000 123,236 - - - - 196,236 0.3% City of Roxboro Contributions - - - 127,003 - - 127,003 0.2% Stormwater Fund Fees 114,394 - - - - - 114,394 0.2% PARTF Grants 87,498 - - - - - 87,498 0.1% Airport Construction Fund Balance - 80,000 - - - - 80,000 0.1% Totals 6,078,133 17,550,345 5,753,835 15,894,381 3,200,000 16,995,000 65,471,694 100.0% 58.4% 30.7% 3.1% 2.3% 1.6% 1.5% 1.5% 0.3% 0.2% 0.2% 0.1% 0.1% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% Debt Proceeds General Fund Contribution State grant funds (PI/MRF) Capital Investment Fund Balance State 911 Board Funds Water and Sewer Reserve Fund CIP Fund Balance Community Development Projects Fund Balance City of Roxboro Contributions Stormwater Fund Fees PARTF Grants Airport Construction Fund Balance Page 18 73 Person County Capital Improvement Plan Recommended - by Function FY 2024 - 2028 Total % CIP Projects by Function Description Current Year 2024 2025 2026 2027 2028 Totals % of Total General Government 1,067,176 195,199 724,542 1,977,837 212,954 829,293 5,007,001 7.7% Public Safety 190,000 127,910 1,060,000 418,000 - - 1,795,910 2.7% Economic Development 1,000,000 - - - - - 1,000,000 1.5% Culture & Recreation 676,146 123,236 - 57,000 1,259,800 613,250 2,729,432 4.2% Person Industries/PCRC - 2,100,000 1,377,738 - - - 3,477,738 5.3% Environmental Protection 114,394 - - - - - 114,394 0.2% Education - PCC 1,912,968 839,000 250,000 695,000 240,000 840,629 4,777,597 7.3% Education - Schools 1,117,449 14,165,000 2,341,555 12,746,544 1,487,246 14,711,828 46,569,622 71.1% Totals 6,078,133 17,550,345 5,753,835 15,894,381 3,200,000 16,995,000 65,471,694 100.0% Gen Gov't 7.7%Public Safety 2.7% Econ Dev 1.5% Culture & Rec 4.2% PI/PCRC 5.3% Enviro Protection .2% Education - PCC 7.3%Education - Schools 71.1% Page 19 74 Person County Capital Improvement Plan Recommended - by Type FY 2024 - 2028 Total % CIP Projects by Type Description Current Year 2024 2025 2026 2027 2028 Totals % of Total Paving Projects 632,550 - - - - - 632,550 1.0% Equipment/Software Upgrades 715,514 363,109 1,431,542 918,000 - 475,000 3,903,165 6.0% Planning & Consulting 80,000 1,381,855 - 1,320,000 - 1,499,550 4,281,405 6.5% Other B&G Improvements 1,086,469 460,000 700,000 922,000 1,374,800 988,879 5,532,148 8.4% Roofing Replacements 1,340,404 500,000 1,904,555 1,319,381 1,206,335 1,065,425 7,336,100 11.2% Construction/Renovation 2,223,196 14,845,381 1,717,738 11,415,000 618,865 12,966,146 43,786,326 66.9% Totals 6,078,133 17,550,345 5,753,835 15,894,381 3,200,000 16,995,000 65,471,694 100.0% ----- - - #REF! 1.0% 6.0% 6.5% 8.4% 11.2% 66.9% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% Paving Projects Equipment/Software Upgrades Planning & Consulting Other B&G Improvements Roofing Replacements Construction/Renovation Page 20 75 Person County's Debt Service Current Outstanding Debt Project Description Term Interest Rate % Outstanding Balance Last Pyt Fiscal Year 2012 SMS & portion of PHS Re‐roofing (QSCB) Re-roofing construction for Southern Middle School and a portion of Person High School; financed through a Qualified School Construction Bond (QSCB) yielding a 100% refund of the interest payments. 15 years 3.93% 1,032,093 2028 2015 PCRC & Various Roofing Projects Purchase, renovation and re-roofing of the existing Person County Recycling Facility, and re-roofing construction for the Kirby Civic Auditorium and Earl Bradsher Preschool. 15 years 2.80% 654,600 2029 2016 Roxplex & Various Roofing Projects Acquisition and improvements of Roxplex property; re-roofing construction to Huck Sansbury, South Elementary, Woodland Elementary, and Oak Lane Elementary; window replacements for North End Elementary, and a chiller replacement for Southern Middle School. 10 years 2.22% 489,569 2026 2017 Person County Senior Center Project Acquisition and improvements of existing facility (formerly “Total Fitness Center”) to be location of Person County Senior Center. 15 years 5.555% 1,548,547 2032 2018 Towers & Other Building Improvements Construction of public safety communication towers; Huck Sansbury HVAC and improvements to various school buildings. 15 years 3.51% 3,332,608 2033 TOTAL DEBT SERVICE OUTSTANDING $7,057,416 Page 21 76 Current Debt Analysis There are two standard ratios that measure debt service levels and the capacity for taking on additional debt. These ratios and their meaning for Person County are described as follows: Debt to Assets Ratio: Measures leverage, the extent to which total assets are financed with long- term debt. The debt-to-assets ratio is calculated as long-term debt divided by total assets. A high debt to assets ratio may indicate an over-reliance on debt for financing assets, and a low ratio may indicate a weak management of reserves. At FY 2021, the debt to assets ratio for Person County was 9% (drops slightly under 9% in FY 2022), while the other 22 counties with similar populations reported an average of 27%. Person County was the 6th highest county for the amount of total assets reported in comparison to these other counties, but rated the 5th lowest Debt to Assets Ratio, as well as the 4th lowest long-term debt expense. Results appear to indicate that Person County is minimally leveraged in debt compared to the population group average. As displayed in the chart below, Person County's debt to assets ratio has declined from 11% in FY 2020 to 9% in FY 2021. This reduction is due to the yearly paydown of debt. A slight uptick in FY2018 was the result of issuing new debt for the Senior Center renovation and construction of Public Safety Communication Towers. Strictly from a current reporting perspective on the County’s debt to assets ratio, the data supports that the County is more than sufficiently leveraged to take on additional long-term debt. A gradual change or level trend indicates to credit agencies a more strategic approach to the management of the County’s assets. Borrowing rates have been moderately low, although the Federal Reserve has implemented several increases this year in an attempt to address the current inflationary economy. At this time, Person County is planning to issue $10M in debt in June 2023 for Person High School improvements. Although the interest rate environment is not as favorable as it was 12 months ago, it is not anticipated that the interest rate increases will be severe enough to alter the County’s plan to move forward with the debt issuance. The issuance of new debt should cause the debt-to-asset ratio to climb, and be closer to the average of what counties in our population group are reporting, indicating an effort by the County to display a stronger management of reserves. Person County's FY Debt to Assets Ratio 2017 14% 2018 15% 2019 13% 2020 11% 2021 9% Page 22 77  Debt Service Ratio: Measures financing obligations, provides feedback on service flexibility with the amount of expenditures committed to annual debt service. The debt service ratio is calculated as annual debt service divided by total expenses. General accounting guidance discourages this ratio from being higher than 15% for a maximum benchmark. Any percentage higher than this can severely hamper the County's service flexibility. At FY 2021, Person County's debt service ratio reported at 3.5% (dropped to 3.0% in FY 2022), which is significantly under the population group’s average ratio of 10% for FY 2021. As it stands now, Person County is in a favorable position to take on more debt when comparing the debt service ratio levels to its peer counties. The issuance of new debt should cause the County’s debt service ratio to increase to a level that indicates a stronger management of financing resources in relation to the amount that is available for other services. Debt Service FY 2021 Ratio Person County 3% Population Group 10% Maximum Benchmark 15% Proposed Debt Service There are three debt issuances in this 5-year CIP plan for FY2024, 2026, and 2028 that the Board of Commissioners formerly approved via a Resolution of Intent on March 20, 2023 for a total of $38,255,000. This 3-tier financing will cover ADA and safety improvements to Person High School and various other public school buildings, and will require an increase in property taxes by $0.25 cents in order to make principal and interest payments on the Bonds. The detail for these projects are below:  Various Improvements to Schools Project (Tier 1) The County is proposing to issue a Limited Obligation Bond (LOB) for $12.745M in October 2023 that will cover the cost of planning, construction and renovation improvements, and issuance costs for Person High School. Renovations include improvements to the stadium, gym bleachers, ventilation system, installation of security cameras and elevator, and ADA construction to student and teacher restrooms. The total proposed debt amount for this project is comprised of the following: Construction/Renovation/Planning $10,818,553 A&E Fees 1,081,855 Issuance Costs 300,000 Contingency Funds 544,592 Total $12,745,000 Page 23 78 Various Improvements to Schools Project (Tier 2) The County is proposing to issue a Limited Obligation Bond (LOB) for $11.715M in October 2025 that will cover the cost of planning, construction and renovation improvements, and issuance costs for Stories Creek Elementary, South Elementary, Oak Lane Elementary, Helena Elementary, and Earl Bradsher Preschool. Renovations include various ADA and safety improvements. The total proposed debt amount for this project is comprised of the following: Construction/Renovation/Planning $ 9,850,000 A&E Fees 1,020,000 Issuance Costs 300,000 Contingency Funds 545,000 Total $11,715,000 Various Improvements to Schools Project (Tier 3) The County is proposing to issue a Limited Obligation Bond (LOB) for $13.795M in October 2027 that will cover the cost of planning, construction and renovation improvements, and issuance costs for Southern Middle School, Northern Middle School, Woodland Elementary, North End Elementary, and North Elementary. Renovations include various ADA and safety improvements. The total proposed debt amount for this project is comprised of the following: Construction/Renovation/Planning $11,650,000 A&E Fees 1,199,550 Issuance Costs 300,000 Contingency Funds 645,450 Total $13,795,000 The addition of this new debt is estimated to increase the County’s outstanding debt total from $7.1M at end of FY24 to $65.4M over the next four years. This will result in a significant uptick to the County’s debt service trend, which has trended downwards since 2018, the last time that Person County issued debt. The outstanding debt total projected at the end of FY28 after other debt service is paid down is expected to be $52.1M. Although the new debt is large in comparison to other debt issuances that the County has implemented over the past 20 years, the County has built up reserves that minimized the amount of tax revenue needed to support this new debt by only $.25 cents on the tax rate. However, the County will have to heavily consider significant projects in the near future as they would likely require a steeper tax increase to fund given the recent decision to move forward with this new debt for Schools. Page 24 79 Future Debt Service Fiscal Year Ending June 30 2012 School Roofing Projects for SMS & PHS (QSCB) 2015 PCRC & Various Roofing Projects 2016 Roxplex & Various Roofing Projects 2017 Senior Center & Various Roofing Projects 2018 Towers & Other Building Improvements Project Total Current Debt Service Year to Year Change in Current Debt Service 2024 243,717 116,100 259,158 187,842 498,280 1,305,096 (337,609) 2025 235,509 113,300 154,163 183,897 484,240 1,171,108 (133,988) 2026 227,302 110,500 76,249 179,951 470,200 1,064,202 (106,906) 2027 219,095 107,700 - 176,006 381,818 884,619 (179,583) 2028 106,470 104,900 - 172,060 370,411 753,841 (130,778) 2029 - 102,100 - 168,115 359,003 629,218 (124,623) 2030 - - - 164,169 347,596 511,765 (117,453) 2031 - - - 160,224 212,285 372,509 (139,256) 2032 - - - 156,284 106,143 262,426 (110,083) 2033 - - - - 102,633 102,633 (159,794) 2034 - - - - - - (102,633) 2035 - - - - - - - Totals 1,032,093$ 654,600$ 489,569$ 1,548,547$ 3,332,608$ 7,057,416$ (1,642,705)$ Fiscal Year Ending June 30 Total Current Debt Service 2023 Person High School Improvements 2025 Various School Improvements 2027 Various School Improvements Total Proposed Debt Service Adjusted Year to Year Change with Proposed Debt Service 2024 1,305,096 310,688 - - 1,615,784 (26,922) 2025 1,171,108 1,261,375 - - 2,432,483 816,700 2026 1,064,202 1,229,375 285,563 - 2,579,140 146,656 2027 884,619 1,197,375 1,161,125 - 3,243,119 663,979 2028 753,841 1,165,375 1,131,625 336,313 3,387,153 144,034 2029 629,218 1,133,375 1,102,125 1,362,625 4,227,343 840,190 2030 511,765 1,101,375 1,067,625 1,328,125 4,008,890 (218,453) 2031 372,509 1,069,375 1,038,375 1,293,625 3,773,884 (235,006) 2032 262,426 1,037,375 1,009,125 1,259,125 3,568,051 (205,833) 2033 102,633 1,005,375 979,875 1,224,625 3,312,508 (255,544) 2034 - 968,375 950,625 1,190,125 3,109,125 (203,383) 2035 - 936,625 921,375 1,155,625 3,013,625 (95,500) 2036 - 904,875 892,125 1,121,125 2,918,125 (95,500) 2037 - 873,125 862,875 1,086,625 2,822,625 (95,500) 2038 - 841,375 833,625 1,052,125 2,727,125 (95,500) 2039 - 809,625 804,375 1,017,625 2,631,625 (95,500) 2040 - 777,875 775,125 983,125 2,536,125 (95,500) 2041 - 746,125 745,875 948,625 2,440,625 (95,500) 2042 - 714,375 716,625 914,125 2,345,125 (95,500) 2043 - 682,625 687,375 879,625 2,249,625 (95,500) 2044 - 650,875 658,125 845,125 2,154,125 (95,500) 2045 - - 628,875 810,625 1,439,500 (714,625) 2046 - - 599,625 776,125 1,375,750 (63,750) 2047 - - - 741,625 741,625 (634,125) 2048 - - - 702,125 702,125 (39,500) 2049 - - - - - (702,125) 2050 - - - - - - Totals 7,057,416$ 19,416,938$ 17,852,063$ 21,028,813$ 65,355,229$ (1,642,705)$ Above chart displays  Person County's current  debt service schedule,  which at FYE 2023 is  $7.1M The Board of  Commissioners formerly  approved on March 20,  2023 to issue three  tranches of debt for  school improvements in  the amount of   $38,255,000.  The chart  displayed to the right  estimates a $58.3M  increase in debt service  expense over the next  four years from the  additional debt.  The graph below  represents the County's  outstanding debt service  over a 10 year period,  which includes the  effect of adding the new  debt through FY2028.   $14.9 $12.6 $10.5 $8.7 $7.1 $24.9 $22.4 $37.7 $34.5 $52.1 0.0 10.0 20.0 30.0 40.0 50.0 60.0 2019 2020 2021 2022 2023 2024* 2025* 2026* 2027* 2028* (Millions) Fiscal Year End    *(Estimate) Outstanding Debt Service Page 25 80   81