January 30 Retreat Part 1
January 30, 2012
1
PERSON COUNTY BOARD OF COMMISSIONERS JANUARY 30, 2012
MEMBERS PRESENT OTHERS PRESENT
Jimmy B. Clayton Heidi York, County Manager
Kyle W. Puryear Janet Clayton, Interim Assistant County Manager
B. Ray Jeffers Brenda B. Reaves, Clerk to the Board
Samuel R. Kennington Amy Wehrenberg, Finance Director
Frances P. Blalock Russell Jones, Tax Administrator
The Board of Commissioners for the County of Person, North Carolina,
met in special session on Monday, January 30, 2012 for the annual Board Retreat at 9:00
a.m. at the W.H. “Bill” Barker Community Building located on Hyco Lake at 205 Kelly
Brewer Road, Leasburg.
Chairman Clayton called the meeting to order and welcomed the group.
Commissioner Jeffers arrived at 9:21 a.m.
County Manager, Heidi York served as the Retreat Facilitator and outlined the
Retreat Goals:
Gain an understanding of Person County Government’s current finances and future
budget challenges
Identify the priorities and strategies from the Strategic Plan for implementation in
FY12-13
Understand how implementing these priorities will impact the FY12-13 Budget
FINANCIAL STATE OF THE COUNTY:
PRESENTATION OF FY 10-11 AUDIT:
Mr. Jim Winston of Winston, Williams, Creech, Evans & Company, LLP,
Certified Public Accountants, presented the Board with the Fiscal Year 2010-2011 Audit.
January 30, 2012
2
January 30, 2012
3
January 30, 2012
4
(Human Services 29% of Fund Expenditures)
January 30, 2012
5
January 30, 2012
6
January 30, 2012
7
January 30, 2012
8
January 30, 2012
9
Mr. Winston praised the great job of Tax Collection noting the statewide average
is 95.64 compared to Person County rate of collection at 97.68. Mr. Winston commented
Person County is in “good shape” financially but cautioned the Board in budgeting for
2012-2013.
January 30, 2012
10
REVENUE COLLECTIONS:
Tax Administrator, Russell Jones presented the Board with the following
presentation for Revenue Collections:
January 30, 2012
11
January 30, 2012
12
January 30, 2012
13
January 30, 2012
14
January 30, 2012
15
January 30, 2012
16
January 30, 2012
17
January 30, 2012
18
January 30, 2012
19
REVALUATION AND LOCAL ECONOMY:
Tax Administrator, Russell Jones stated the last Revaluation took place in 2005
and has been delayed since with the next required Revaluation to be effective January,
2013. Mr. Jones presented the Board with his presentation for Revaluation and Local
Economy as follows:
January 30, 2012
20
January 30, 2012
21
January 30, 2012
22
January 30, 2012
23
January 30, 2012
24
January 30, 2012
25
January 30, 2012
26
January 30, 2012
27
January 30, 2012
28
January 30, 2012
29
January 30, 2012
30
January 30, 2012
31
January 30, 2012
32
January 30, 2012
33
The Board took at break at 10:35 a.m. and reconvened at 10:48 a.m.
CURRENT FY11-12 MID-YEAR REPORT:
Finance Director, Amy Wehrenberg presented the following Mid-Year Review:
January 30, 2012
34
January 30, 2012
35
January 30, 2012
36
Correction: The comparison is Month-to-Month not YTD as indicated on the slide.
January 30, 2012
37
January 30, 2012
38
January 30, 2012
39
January 30, 2012
40
January 30, 2012
41
January 30, 2012
42
January 30, 2012
43
January 30, 2012
44
January 30, 2012
45
January 30, 2012
46
January 30, 2012
47
January 30, 2012
48
UPCOMING FY12-13 PREVIEW & PROJECTIONS:
Finance Director, Amy Wehrenberg presented to the Board the Preview &
Projections for FY 2012-2013 as follows:
January 30, 2012
49
January 30, 2012
50