Loading...
Agenda Packet January 21 2014PERSON COUNTY Board of County Commissioners Annual Retreat January 21, 2014 Mayo Park Environmental Education Community Center 1013 Neal’s Store Road, Roxboro 8:30-8:45 Arrival 8:45-9:00 Welcome Chairman Clayton & Heidi York 9:00-10:00 State Revenue and Economic Outlook Dr. Barry Boardman, NC Fiscal Research 10:00-11:00 State Legislative Update Kevin Leonard, NCACC 11:00-11:15 Break 11:15-11:45 Ad Valorem and Vehicle Tax Revenues Russell Jones 11:45-12:15 Fiscal Review and Projections Amy Wehrenberg 12:15-1:15 Lunch 1:15-2:15 Strategic plan group presentations Sybil Tate Re-Imagine Our Future Protect Our Land Foster a Sense of Community Lifelong Learning Economic Development 2:15-2:30 Break 2:30-3:15 Input on the FY15 Budget Heidi York 3:15-3:45 Budget Document Options Laura Jensen 3:45-4:15 Budget Wrap-up/Straw Poll Heidi York 4:15-4:30 Closing Remarks & Evaluation Chairman Clayton 1 BOARD RETREAT NOTICE The Person County Board of Commissioners will hold a Board Retreat on Tuesday, January 21, 2014, beginning at 9:00 a.m. at the Mayo Park Environmental Education Community Center (EECC) located at 1013 Neal’s Store Road, Roxboro for the purpose of discussing the Fiscal Year 2014-2015 Budget and any other topics as deemed appropriate. Brenda B. Reaves, NCCCC, CMC Clerk to the Board Note: The Board Retreat will be streamed live via the Internet as done for regular scheduled Board meetings however note the streaming will not take place during breaks and lunch. 2 NCACC Update3 2014 Landscape2013 HighlightsBudget Outlook2014 Short SessionGet ConnectedHot Topics4 2014 Landscape5 •2014 is an Election Year•Candidate filing opens on February 10•Primary Election is on May 6•Run-Off Election is scheduled for July 15•General Election is on November 46 •Speaker Thom Tillis is running for U.S. Senate•President Pro Tempore Phil Berger is not running for U.S. Senate•All 170 Members of the NCGA are up for election•Impacts:•Short Session? Controversial Issues? Budget?7 •Make up of the General Assembly is still relatively new•Out of 170 Legislators:•58 in their 1stTerm•44 in their 2ndTerm•59% of Legislators have been in office 3 years or less•Governor McCrory begins his second year•State Agency Leaders Beginning Second Year*•*Secretary Frank Perry was appointed in August 2013, replacing Secretary Shanahan8 •Congress•All House Members Running for Re-Elections•Senator Hagan Running for Re-Election•Appropriations Issues? Unemployment Benefits? Immigration?9 2014 Landscape2013 HighlightsBudget Outlook2014 Short SessionGet ConnectedHot Topics10 2013 Highlights11 •Overall, Counties had a very good legislative session•Achieved a majority of our NCACC goals•Tax Reform•Lottery Funding - $100M•Lottery Funding Language a disappointment•Inmate Medical Legislation•No Unfunded Mandates (There were attempts)12 Tax Reform•Remember where we started…•Lower the Rate - Broaden the Base•HOUSE–Lowers corp tax –Lowers personal income tax–Broadens tax base–Leaves intact county rate•County impact = +$75 million; all winners•SENATE–Eliminates Local sales tax refunds•Earlier proposal to eliminate Food Tax for Counties set aside–Caps sales tax refunds for Non-Profits–Restructures base & applies to warranties•County impact = $57 million; some losers13 Tax Reform•Leaves intact county rate & county refund•County impact = +$10 million in 2013-14; all winners; $30 million when fully implementedHuge ThanksTo NCACC Members!!Great example of Commissioners and County Staff talking to their Legislative Delegation and making thedifference in convincing the General Assembly that certain proposals would be harmful to counties.14 –Slightly broadens tax base–Applies to service warranties–Includes amusements, movies–Eliminates sales tax holidaysTax Reform15 •Lowers personal income tax–5.8% (2014); 5.75% thereafter–$15K standard deduction–$20K limit on mortgage & prop tax itemized deduction; unlimited charitable–Personal exemption eliminated–Child credit only–$50k business deduction eliminated 2014Tax Reform16 •Lowers corporate income tax–6% 2014; 5% 2015; triggers thereafter to lower if enough revenues collected–Eliminates ADM corporate tax set aside•Leaves intact municipal privilege licenses•Caps non-profit refunds at $45 million–$13.3M for local–Applies to no NP nowTax Reform17 Tax Reform H998•Revenue Laws to Study:–Authority of cities and counties to impose privilege tax–Impact of eliminating NP sales tax refund–Feasibility of expanding sales tax base to add. services–Simplification of franchise taxTax Reform18 •Budget•Spending at $20.6 billion•Revenue growth still below recovery•No salary increases•Fully funds health & retirement cost increases•5 additional vacation days19 •Budget – Key County Issues•Lottery Funding$100 M AppropriatedStatutory language eliminated•Unfunded mandatesCounties paying for volunteer fire & EMS workers’ comp. costs proposal eliminated•Article 44 Hold Harmless paymentsExtends for 1 yr at 50%•$4 M Federal HAVA FundsState Maintenance of Effort (MOE): starts in year 220 County Inmate Medical Cost Containment,S321•Provide parity with state prison medical cost containment initiatives–Payments to providers limited to 70% of prevailing charges or twice Medicaid rate–Enables counties to pay Medicaid rates for in-patient medical care•Counties to fund non-federal share of cost–NCACC to organize county Medicaid claims/payments21 2014 Landscape2013 HighlightsBudget Outlook2014 Short SessionGet ConnectedHot Topics22 Hot Topics23 •Education Funding•Teacher Pay•Lottery Statutory Language•Counties Must Tell Their Story!•Economic Development•Dept. of Commerce Transition – Non-Profit•New Division of Rural Development24 •Pension Reform•Adoption of Local Regulation•Tweaks to Tax Reform•Privilege Licenses (Mainly a City Issue)25 •Dept. of Health & Human Services•NC FAST / NC TRACKS•Affordable Healthcare Act (ACA)•Implementation Issues•MAGI (Modified Adjusted Gross Income)•LME/MCO Consolidation – Governance (Local Mental Health Entity / Managed Care Organization)26 2014 Landscape2013 HighlightsBudget Outlook2014 Short SessionGet ConnectedHot Topics27 Budget Outlook28 •1stquarter, General Fund revenue up $80 million above $5.0 billion target•Stronger Corporate Income tax revenue; $52 million•Total Personal Income collections were $15 million29 •Wage and salary withholding 1% below target •Sales Tax collections up $19 million over target; gross collections up 4.2% over 2012-13•Improvements in overall economy more widespread & housing appears poised to begin a solid recovery30 •NCACC Budget and Tax Survey•For over 20 years, NCACC has collected data on county budget and tax trends31 •County economic conditions improving–84 report budget increase•School funding increasing–61 report current exp increase •More using purpose & function 17 v. 1132 •Use of school funding formulae:–None = 65; Yes = 15; Considered = 3; Discontinued = 7•Bladen, Greene, Halifax, Hoke = Statewide Avg.•Brunswick, Cumberland, Montgomery, Robeson, Union, Wake = Tax Base Growth•Chatham, Cleveland, Currituck, Dare, Haywood = Inflation•Gaston, Onslow, Polk = Benchmarking•Forsyth = Hybrid•Duplin = mediation lawsuit agreement–Camden, Onslow = funding tied to school performance33 •Inmate medical–32 have discount service rate agreement in place; 60 have no agreement in place–$19.8 million in external medical costs•E911 funds availability–63 decreased, 27 increased, 8 at same –61 denied reimbursement34 35 2014 Landscape2013 HighlightsBudget Outlook2014 Short SessionGet ConnectedHot Topics36 2014 Short Session37 •Short Session – May 14th•Will it really be short??•No Controversial Issues?•What is eligible?•Cross over bills, Appropriations & Finance Bills, Resolutions, Constitutional Amendments, Study Committee Recommendations•Teacher Pay Raises…State Employees?...Retirees?•Top County Issues38 2014 Landscape2013 HighlightsBudget Outlook2014 Short SessionGet ConnectedHot Topics39 Get Connected40 •YOU are the best advocate•Tell your county story•Show and Tell – Invite Legislators to visit your County Facilities41 Ways to Get Involved•Steering Committees•County Assembly Day – May 28•Meeting in a Box Discussions•Visit Raleigh42 District Meetings•March 26 Moore County•March 27 Rockingham County•April 2 Haywood County•April 3 Catawba County•April 9 Bertie County•April 10 Onslow County43 Ways to Stay InformedCounty LinesFacebookTwitterManager CallsYou TubeEmail or Call Us44 WWW.NCACC.ORG919.715.289345 NCACC UpdateQuestions?Thank You!46 Where did the 2013 levy come from?65.82% REAL0.14% OTHER0.38% INVENTORY8.60% MACHINERY19.55% STATE0.47% FARM0.67% OTHER VEHICLE4.37% REGISTEDVEHICLE47 What causes the LEVY to change?Real Property-Growth (new construction), splits of parcels, demolitions, changes in exempt status, changes in acreage in deferred (farm use)State Appraised-Changes each year, unpredictable by the CountyEquipment-Additions/Deletions, depreciationRegistered Vehicles-Transitioned to NCVTS (now collected by NCDMV)48 Changes in FY2015 Real Property ValuesAdded new construction= +12 Million TOTAL value for 2014-2015=$2.71 BillionGrowth is less the .5% (1/2 of 1%)49 Real Property Value Changes, 2004-20140500,000,0001,000,000,0001,500,000,0002,000,000,0002,500,000,0003,000,000,0002004 2005 2006 2007 2008 2009 2010 2011 201220132014 50 Changes in FY2015 Equipment ValuesReduced for additional depreciation= - $24 MNo numbers available for additional equipmentValue for 2014-2015=$333 M51 Equipment Value Changes, 2004-2014050,000,000100,000,000150,000,000200,000,000250,000,000300,000,000350,000,000400,000,0002004 2005 2006 2007 2008 2009 2010 2011 2012 20132014 52 State Appraised Property Value ChangesAppraised annually by the StatePerson County will not receive valuation until September 2014Value for 2013-2014 was $810 M, down from prior yearDeclined in 2010-2011 and 2011-2012, but increased in 2012-2013 by $47 M to $822 MHighest value was in 2009 at $876 MRecommended value for 2014-2015=$800 M53 State Appraised Property Value Changes 2004-2014650,000,000700,000,000750,000,000800,000,000850,000,000900,000,0002004 2005 2006 2007 2008 2009 2010 2011 201220132014 54 All Value Changes, 2004-20140500,000,0001,000,000,0001,500,000,0002,000,000,0002,500,000,0003,000,000,0003,500,000,0004,000,000,0004,500,000,0002004 2005 2006 2007 2008 2009 2010 2011 201220132014 55 Changes in FY2015 Registered Motor VehiclesNow phased in NCVTSCollected by NCDMVOnly 3 months of collections have been reportedOver time, collection rate should be better than old systemWithout more data, collection rate should be conservativeRevenue from start of system until January 9, 2014 was $545,000.56 FY-14 Budgeted Tax Revenues & NCVTS SourceValueRevenueTax Levy-excluding Motor Vehicles $3.887 B$26,392,730Tax Levy-Motor Vehicles collected by Tax Office$168 M$342,780NCVTS$254 M$1,731,000Bonus 4 Months$117 M$797,940Total$29,264,45057 FY-15 Budgeted Tax Revenues & NCVTS SourceValueRevenueTax Levy-excluding Motor Vehicles $3.945 B$26,786 550Tax Levy-Motor Vehicles collected by Tax Office$0$0NCVTS$300M$1,848,000Bonus 4 Months$0$0Total$28,634,55058 For FY 15, what will one penny generate?Collection Rate Revenue96.00%$405,12096.25%$406,10696.50%$407,09396.75%$408,07997.00%$409,06597.25%$410,05197.50%$411,03897.75%$412,02498.00%$413,01059 Questions?60 Person CountyFiscal Review & Projections2014 Person County Board of Commissioners Annual RetreatJanuary 21, 2014Amy WehrenbergFinance Director61 2Discussion SummaryMid-Year Comparisons: Revenues and ExpendituresSales and Use Tax DistributionRecent Unemployment TrendsFund Balance PolicyFund Balances: Available and UnassignedThe next six months: What’s it look like?62 Revenues: Mid-Year ComparisonREVENUESDec'12 Dec'13 Difference % Change Comments Ad Valorem Taxes23,034,867 23,867,585 832,718 3.6%Ad Valorem tax collections showing 2% increase; new revenue recognized for tax & tag collectionsSales & Other Taxes2,128,906 2,261,101 132,195 6.2%Sales Tax collections are 6% higher; Occ Tax collections are 17% higher, surplus of $12K over prior yearFees & Licenses2,229,534 2,088,365 (141,169) -6.3%Inspection and Zoning Fees coming in strong; however, EMS & Home Health and Hospice fees are behindState & Federal Funding3,952,459 3,658,241 (294,217) -7.4%Delay in grant expenditures in Health Dept; majority of lottery proceeds drawn down in prior yr ($263K less this year)Other Revenues312,452 143,966 (168,486) -53.9%Vehicle claims for hail damage shows up in prior yearTOTAL31,658,217 32,019,259 361,041 1.1%Increase in Revenues YTD63 Expenditures: Mid-Year ComparisonEXPENDITURES Dec'12 Dec'13 Difference % Change Comments Personnel10,322,340 10,402,521 80,181 0.8%Representing merit pay impact & 401K restorationOperating12,127,140 11,534,380 (592,760) -4.9%Completion of Lottery project exp in prior yrCapital253,476 349,466 95,990 37.9%Additional vehicle replacementsDebt Service1,945,914 2,073,705 127,792 6.6%New SMS/PHS roofing debtTransfers to Other Funds 3,337,515 1,945,053 (1,392,462) -41.7%Appropriated less forCIP projects ($956K); SMS/PHS Proj Startup funds in prior yr ($476K)TOTAL27,986,384 26,305,126 (1,681,258) -6.0%Decrease in ExpendituresNET (Revs minus Exp) 3,671,833 5,714,133 2,042,300 55.6%Large decrease in expenditures plus increase in revenues64 5Sales and Use Tax Distribution-Prior and ProjectedSales tax is showing positive trends upward. Through December 2013 (5 mos. through November), sales tax collected is 6.2% (increase of $153K) higher than what was budgeted for that period. At the current growth rate, it is anticipated that collections will reach $6.25M by current fiscal year end, an increase of $160K. 65 Recent Unemployment Trends6YearPercentage (%)66 Fund Balance PolicyFund Balance Policy????Person County has no separate Fund Balance PolicyReference to Board’s fund balance targets in section of 2004 County’s Capital Reserve Fund (CCRF) ResolutionTo maintain an available fund balance as a % of expenditures in the General Fund at a minimum of 18%Any fund balance in excess of 18% should be primary source of funding the County’s capital needsTo fund annually from fund balance in the General Fund the amount that exceeds 21%Creation of CIP Fund has replaced use of CCRF, making this Resolution no longer effectiveAverage county fund balance level (FY11-12) across the State is around 25%, comparative population & budget size groups is 27% LGC’s Recommendation: Maintain minimum of 8%767 8General Fund FBAas a % of Total Expenditures68 Unassigned Fund Balance (“UFB”)Portion of fund balance that has not been restricted, committed, or assigned to specific purposes or other funds.This is the amount that the County has remaining at year-end that the Board has decision control over and can appropriate for any purpose.Person County reported a decrease in the UFB portion from 26% to 18% at end of FY 2013. This is the second consecutive year that the UFB has fallen.Continued efforts to catch up on delayed capital items have been the primary cause for the decreasing UFB.Attempts to restore fund balances will require cuts to operating and/or capital expenditures, or increases in revenue.969 10The next six months: What’s it look like?Property Tax Collections– forecasted to come in higher Occupancy Tax Collections – coming in higher than anticipated, expecting trend to continue in Spring monthsSales Tax Collections– projecting a $160K increase based on current YTD trendDecreasing unemployment rates-hopeful to see this continue; small commercial development and expansions are contributing to this pattern for the local economyStrain on fund balance likely to continue due to personnel and operating cost issues over next several monthsAnticipating more delayed capital requests and other new projects in CIP (ie. Broadband Project) Budget Strategies needed to address next year’s challenges and the declining fund balances70 Re-Imagine Our Future - Indicators *Includes paying and non-paying visitors. Re-Imagine Our Future - Action Plan Goal #1: Make all persons feel at home in Person County by welcoming into the community our visitors, new residents, all persons regardless of their ethnicity, gender or religious beliefs. Key Measures: Occupancy tax revenues Objective #1: Increase occupancy tax revenues to $194,000 by FY17. Strategies 1. Create a new Person County seal which incorporates both the history and the future of the County by FY15. Cost: High 2. Optimize key words on Person County, Tourism and Chamber website for online searches by FY14. Cost: Medium 3. Create a “Things to Do” card for the Chamber by FY14. Cost: Medium 4. Create a social media marketing website for Tourism by FY14. Cost: Low 5. Create a target marketing list for wedding clients and business visitors by FY14. Cost: Low Where we have been Where we are Where do we want to be? Measure FY10 FY11 FY12 FY13 FY14 FY17 Amount of occupancy dollars entering Person County $152,669 $142,935 $182,666 $185,621 $189,000 $194,000 Amount of public/private investment in Uptown Roxboro $59,000 $264,998 $246,500 $928,789 $359,000 $410,000 Number of participants in health and cultural programs: Parks & Recreation Library Kirby Theater* Museum* 10,850 8,383 8,000 1,462 10,893 5,023 5,500 1,389 11,290 7,614 6,000 1,612 11.,516 7,468 14,155 1,696 11,746 8,500 22,000 1780 12,333 10,000 32,000 1900 Uptown Events 5 6 9 10 12 15 71 6. Create a webpage and marketing materials for weddings and businesses by FY14. Cost: High Goal #2: Re-invent Roxboro into an environment that is conducive for businesses, visitors, and citizens. Key Measures: Amount of public/private investment in uptown Roxboro, # of Uptown events, Number of participants in Library, Kirby and Museum events Objective #1: Increase the number of event partnerships in Uptown area to 15 by 2017. Strategies 1. Partner with Roxboro Physical Therapy for Spooktacular 5K Run for FY14. Cost: Low 2. Partner with Partnership for Children for Music on Main for FY14. Cost: Low 3. Partner with Memory Lane Cruisers for Classic Car Show for FY14. Cost: Low 4. Create Road Rally event for FY15. Cost: Medium 5. Create Ghost Tour for FY16. Cost: Low Objective #2: Increase private/public investment in uptown to $410,000 by FY17. Strategies 1. Implement a survey for uptown business owners to determine Roxboro Development Group façade funding requests for the next fiscal year. Start by FY14. Cost: Low 2. Create a webpage on the RDG’s website for the Façade Incentive Grant information and success stories by FY14. Cost: Low 3. Create a pamphlet to distribute to Uptown Roxboro business/property owners in order to increase awareness and, therefore applications by FY15. Cost: Low 4. Create a low interest loan program through the Roxboro Development Group to purchase and rehabilitate commercial properties uptown by FY16. Cost: Low 5. Create a special downtown revenue district by FY17. Cost: Low 6. Create a WiFi hotspot downtown by FY16. Cost: Medium 7. Develop a multi-purpose space at the old Desert Sands bldg. by FY17. Cost: High Objective #3: Increase business recruitment efforts in Roxboro. Strategies 1. Create a webpage on the RDG and Chamber website for business startup information by FY14. Cost: Low 72 2. Create a business recruitment plan through the Economic Restructuring Committee of RDG by FY15. Cost: Low 3. Create business orientation packets by FY15. Cost: Low Objective #4: Increase the number of museum visitors to 1,900 by FY17. Strategies 1. Create a new brochure that includes our new acquisition and distribute to surrounding Visitor Centers and other appropriate outlets by FY14. Cost. Medium 2. Design and publish website by FY15. Cost: High 3. Add a new historical exhibit on campus by FY16. Cost: High Objective #5: Increase attendance to events at the Kirby Cultural Arts Complex (KCAC) to 32,000 by FY17. Strategies 1. Host a capital campaign for the renovation of the upstairs portion of the Kirby Cultural Arts Complex in an effort to offer additional programing opportunities and facility space by FY14. Cost: High 2. Offer a free movie series for patrons of all demographics by FY14. Cost: Medium 3. Provide performing and visual art field trip opportunities for Person County students by FY15. Cost: Medium Goal #3: Protect and promote our outdoor lifestyle by preserving our natural resources. Key Measures: Number of participants in Person County Recreation, Arts and Park services/programs Objective #1: Increase the miles of biking and walking trails in the county. Strategies 1. Complete a county-wide bike plan by FY14. Cost: Low 2. Install bike plan signage by FY15. Cost: Medium 3. Research cost and design for walking/biking trail at old landfill for CIP by FY14. Cost: Low 4. Research cost for 5, 15 mile bike trails from park to park for CIP by FY14. Cost: Low 5. Begin construction of Old Landfill Mountain Bike Trail, 10-15miles by FY15. Cost: High 6. Research cost for Critcher Wilkerson walking trails: 1.5-3.0 miles by FY15. Cost: Low 7. Begin construction of Critcher Wilkerson trails by FY16. Cost: High 73 8. Research North Folk Southern Rail Road corridor from Roxboro to Durham, approx. 20 miles by FY16. Cost: Low 9. Pave 5 miles of Old Landfill walking track making it onto a multi-purpose route which includes bikes, rollerblades, roller skates, skate boards, running, walking, etc. by FY17. Cost: High Objective #2: Increase participation in Parks and Rec activities to 12,333 by FY17. Strategies 1. Update the Parks and Rec Master Plan by FY14. Cost: Medium 2. Host first annual State sanctioned horseshoe tournament at Mayo by FY14. Cost: Low 3. Develop partnership with Roxboro SportsPlex by FY15. Cost: High 4. Host first professional disc golf association tournament by FY15. Cost: Low 5. Implement summer open gym policy by FY15. Cost: Low 74 Re-Imagine Our County FY15 Priorities Project Cost Branding and marketing campaign $20,000-$50,000 Provide performing and visual art field trip opportunities for Person County students $2,000-$5,000 TOTAL $22,000-$55,000 75 Protect Our Land - Indicators Where we have been Where we are Where do we want to be? Measure FY10 FY11 FY12 FY13 FY14 FY17 Number of tons recycled* 1068.76 1405.95 1658 1675 1725 1900 State recycling ranking (out of 100 counties with #1 being the top ranking) 64th 55th 49th 48th 47th 42nd Number of acres enrolled in present use value program 113,950 114,910 117,983 123,101 124,138 134,107 Number of acres enrolled in Voluntary Ag District N/A N/A 9561.77 13030.76 13,291 (2% increase) 14,105 Number of individuals attending the farm tour N/A N/A 250 275 300 400 Number of visitors to PC Farmer’s Market 2,313 7,291 5,972 6,091 6,212 6,591 Total Sales Dollars at PC Farmers’ Market $14,343 $43,195 $38,283 $39,048 $39,828 $42,264 % of area Built Upon in City N/A N/A N/A N/A 5.9% % of area Built Upon in County N/A N/A N/A N/A .32% *Does not include tires, liquids, and household hazardous waste. This measurement is used to calculate state recycling rankings. 76 Protect Our Land - Action Plan Goal#1: Maintain the aesthetic quality of the county. Key Measures: Number of tons recycled, State recycling ranking Objective #1: Increase the tons of material recycled through county beautification efforts. Actions 1. Hire a recycling educator and volunteer outreach coordinator by FY15. Cost: High 2. Implement a recycling education program and marketing campaign by FY15. Cost: Medium 3. Create and implement a Beautify Person County program FY15. Cost: Medium 4. Maintain a list of volunteers to participate in beautification efforts by FY15. Cost: Low Goal #2a: Ensure the viability of agribusiness. Key Measures: Number of acres enrolled in present use value program, Number of acres enrolled in Voluntary Ag District, Number of visitors to the PC Farmer’s Market, Total sales at the PC Farmer’s Market Objective #1: Increase the number of visitors and sales at the PC Farmer’s Market. Actions 1. Facilitate conversations about the possibility of having one Farmer’s Market in FY14. Cost: Low 2. Create a Person County local foods branding campaign by FY14. Cost: Low 3. Create and promote an online listing of all available sources of local produce including farmers markets and produce stands by FY14. Cost: Low 4. Research the concept of a local foods “cannery” by FY14. Cost: Low 5. Research the concept of a local foods coop grocery store in Uptown by FY14. Cost: Low Goal #2b: Ensure the viability of agri-tourism. Key Measures: Number of individuals attending the farm tour Objective #1: Increase the number of individuals attending the farm tour. Actions 77 1. Host the Person County Farm Tour in FY15. Cost: High 2. Host a producer-consumer listening session by FY14. Cost: Medium 3. Incorporate feedback from listening session data into the Farmland Protection Plan by FY15. Cost: Low 4. Host a “cook local” event, competition or festival by FY17. Cost: High Goal #3: Promote environmentally responsible development. Key Measures: % of area Built Upon in the City, % of area Built Upon in the County Objective #1: Monitor the % of area that is Built-Upon in the city and county. Actions 1. Create a new Person County farmland preservation plan by FY15. Cost: Medium 2. Research incentive programs for infill development in the City of Roxboro by FY15. Cost: Low 3. Update the current comprehensive land use plan and zoning classifications by FY17. Cost: High 4. Implement incentive programs for infill development by FY17. Cost: High Goal#4: Protect and improve Person County’s air, water and land. Key Measures: Number of tons recycled, State recycling ranking Objective #1: Increase recycling tonnage in the City and County Actions 1. Provide waste audits of City offices by FY 2014. Cost: Low 2. Explore buy-back program for aluminum cans by 2014. Cost: Medium 3. Advise Person Memorial Hospital in developing a recycling program by 2014. Cost: Low 4. Develop and implement School Recycling Grant for Person County Schools by 2014. Cost: Medium 5. Complete 4 small business /industry waste audits by 2014. Cost: Low 6. Schedule the HHW day for Person County Citizens by 2014. Cost: High 7. Create advertisement campaign for HHW day to encourage participation by 2014. Cost: Low 8. Create church-sponsored recycling program by 2017. Cost: Low 78 Protect Our Land FY15 Priorities Project Cost Host a producer-consumer listening session $1,000 Small business /industry waste audits $2,400 Beautification program $16,137 TOTAL $19,537 79 Foster a Sense of Community - Indicators Where we have been Where we are Where do we want to be? Measure FY10 FY11 FY12 FY13 FY14 FY17 Indexed Crime Rate 3,522.2 3,471.0 2,778.3 Available in Sept. # of Neighborhood Watch programs N/A N/A N/A 9 10 11 Number of human relations meetings 0 0 0 0 1 4 Number of hits to the Get Connected volunteer website N/A N/A N/A 396 Estimate to be made in Feb. Estimate to be made in Feb. Number of volunteer hours logged through the United Way N/A N/A N/A N/A Estimate to be made in Feb. Estimate to be made in Feb. # of participants in Relay for Life N/A 542 755 429 Foster a Sense of Community - Action Plan Goal#1: Encourage volunteerism and participation in civic activities. Key Measures: Number of hits on the Get Connected website, Number of volunteer hours logged through the United Way Objective #1: Increase participation in volunteer and civic activities. Strategies 1. Include promotional information for the Get Connected website in the Person County Recreation, Arts, and Park seasonal brochure that goes out to all the schools, and circulations of the paper by FY15. Cost:Low 2. Announce volunteer opportunities on WKRX by FY14. Cost: Low 3. Partner with Schools to promote the volunteer opportunities as part of the required Volunteer element in the Students class requirements/curriculum by FY15. Cost: Low 80 4. Create a community volunteer points program that would allow for discounts on public and private partner programs based on the number of hours volunteered by FY15. Cost:Medium 5. Create a county volunteer policy that allows county employees to spend four hours/year volunteering by FY14. Cost: Low 6. Discuss hosting a centralized calendar of events with the Chamber by FY14. Cost: Low Goal#2: Create a safer community. Key Measures: Indexed crime rate, number of neighborhood watch programs Objective#1: Support and expand neighborhood watch programs. Strategies 1. Create centralized meeting areas and promote the location to community members. (i.e. Huck Sansbury has been used for a centralized meeting location; Olives Gym could be used for that community, Helena Gym for that community, etc.) by FY14. Cost:Low 2. Create a process to publicize and promote community watch programs and run press releases to gain involvement by FY14. Cost:Low Objective#2: Develop a public awareness campaign to address the perception versus actual crime rates within the city and county, which utilizes a pre-test/post-test survey to determine public perception before and after the program Strategies 1. Create a crime statistics document for the public by FY14. Cost:Low 2. Promote this information on the City and County Webpage’s by FY14. Cost:Low 3. Promote this information on the City and County social media pages by FY14. Cost:Low Objective#3: Improve substandard housing. Strategies 1. Involve the Reentry program that helps to teach Life Skills while maintaining and improving building/living structure by FY17. Cost:High 2. Apply for the SFR and Urgent Repair grant from the NCHousing Finance Agency by FY14. Cost:Low 3. Apply for the Federal USDA Housing Program grant by FY15. Cost:Low 4. Collect housing needs data by FY15. Cost:Medium 5. Partner with Park System to improve the environments near and around targeted housing areas by FY16. Cost:Medium Objective#4: Offer programs during the year aimed at school-aged children as a deterrent to criminal activity. 81 Strategies 1. Create a fund where youth programming agencies would submit proposals for increasing youth activities by FY2016. (i.e. increase funding to PATS to increase the transportation Library, increase the number of the scholarships to Day Camps, Fund outreach programs that would travel to schools and neighborhoods.) Cost:High 2. Create a youth activity focus group to research best practices for youth programming by FY15. Cost:Low 3. Publicize the Juvenile Crime Prevention Council’s RFP via the county’s Facebook and Twitter pages by FY14. Cost:Low 4. Offer prizes and incentives for attending the National Night Out by FY14. Cost:Low Goal#3: Recognize and appreciate the diversity that exists in our community Key Measures: Number of human relations meetings Objective#1: Reactivate the Human Relations committee to ensure that they meet at least quarterly. Strategies 1. Designate a member from the Executive planning Team to contact Key community members to redevelop this group. Committee should nominate an executive member to accomplish this task by FY14. Cost:Low 2. Visit Orange and Durham County’s Human Relations committees’ meetings by FY14. Cost:Low 3. Request re-instatement of the Human Relations Committee by FY15. Cost:Low 82 Foster a Sense of Community FY15 Priorities Project Cost Afterschool program, administered through JCPC $12,000 P&R scholarships $10,000 Adding promotion of volunteer opportunities and other community events to the P&R seasonal brochure $1,500 TOTAL $23,500 83 Lifelong Learning - Indicators Where we have been Where we are Where do we want to be? Measure FY10 FY11 FY12 FY13 FY14 FY17 Percent of 4 and 5 star childcare facilities N/A 79% 76% Results available in Dec/Jan Maintain 75% or better Maintain 75% or better Percent of 4th Graders testing at or above grade level for reading State 71.6% 71.6% 71.6% 43.7% PC Schools 69.9% 76.1% 77.6% 48.7% At or Above the State Average At or Above the State Average Bethel Hill 88% 77.0% 82.4% 34.8% At or Above the State Average At or Above the State Average Percent of Economically Disadvantaged students that passed Reading and Math State 52.1% 53.3% 54.2% 17.4% PC Schools 51.8% 59.5% 59.7% 16.7% At or Above the State Average At or Above the State Average Bethel Hill 74.3% 68.2% 57.1% 9.3% At or Above the State Average At or Above the State Average RCS N/A* 75% 76.9% <5% At or Above the State Average At or Above the State Average Percent of 18-25 year olds w/HS diploma or equivalent1 81% 82% Percent of 25+ year olds w/HS diploma or equivalent2 82.1% Percent increase in students scoring silver or greater on the Career Readiness Certification 458 222 453 657 Percent of households w/post- secondary degree or higher3 14% Literacy rate4 81% 81% 81.1% *If the number of students in a category is fewer than five, then results are not shown and are represented by a N/A. 1 – 2 – http://quickfacts.census.gov/qfd/states/37/37145.html 3 – 4 – http://factfinder2.census.gov/faces/nav/jsf/pages/community_facts.xhtml 84 Lifelong Learning - Action Plan Goal #1: Develop systems and strategies to maximize the educational potential of Person County citizens. Key Measures: Percent of 4 and 5 star childcare facilities in Person County, Percent of 4th graders testing at or above grade level for reading, percent of economically disadvantaged students that passed Reading and Math, Objective #1: Strengthen our commitment to early childhood education by maintaining the percentage of 4 and 5 star childcare facilities in Person County to 75% or greater. Strategies: 1. PCPFC will provide monthly child care subsidy enhancement funds to 4 & 5 star rated facilities serving subsidized children to maintain their higher rated license. Cost: High 2. PCPFC will provide increased financial incentive (child care enhancement funds) to encourage facilities to increase their licensure level to a 4 or 5 star status. Cost: High 3. PCPFC will provide educational support to early care and education providers to complete their Associate’s Degree in Early Childhood through providing financial reimbursement for successfully completing early childhood college courses while working in a licensed facility in Person County. Cost: High 4. PCPFC provides Child Care Resource and Referral Services to providers and licensed facilities to assist with maintaining and increasing their rated license (training, technical assistance, resource materials, etc.) Cost: High Objective #2: Implement strategies and programs that will ensure that the percentage of fourth graders testing at or above grade level for reading is above the NC state average. Strategies 1. Implement mClass Reading 3D formative, diagnostic assessment tool with the bottom 10-20% of fourth grade students to diagnose reading difficulties and offer strategies to address deficiencies by FY 2015. Cost: High 2. Implement the Leveled Literacy Intervention program by Fountas and Pinnell to at-risk students in the 3-4 transition classes by FY 2015. Cost: High 3. BHCS will implement the "step-up" classes in grades 1 through 5 for students struggling in reading and math by FY 2014. Cost: High 4. Prepare an inventory of the current available family support services for reading by FY 2014. Cost: Low 5. Host a series of meeting by the family support services providers by FY 2015. Cost: Low 6. Implement the recommendations resulting from the meetings with the family support service providers by FY 2016. Cost: High Objective #3: Implement strategies and programs that will ensure that the percentage of economically disadvantaged students that passed Reading and Math is above the NC state average. Strategies 1. Include public safety/broadband project in the CIP for FY15. Cost: High 2. Write at least one grant to fund 1:1 program for Person County student by FY15. Cost: Low 85 3. Research dedicated revenue systems for funding utility services for low-income families by FY15. Cost: Low 4. Present project to Federal and State representatives for FY15. Cost: Low Objective #4 Implement strategies and programs to ensure that the percentage of 18-25 year olds with a high school diploma or equivalent is 85% or higher. Strategies 1. Work with the Helena Steering Committee to develop an educational plan for the Helena facility by FY 2014. Cost: Low 2. Form a group of secondary and postsecondary educators to explore the feasibility of an Enhanced Early College (grades 6-13) by FY 2014. Cost: Medium 3. Form a group of secondary and postsecondary educators to explore the feasibility of a CTE Academy by FY 2014. Cost: Medium Objective #5: Implement a vertically aligned K-14 educational curriculum to ensure that the percentage of citizens older than 25 year olds with a high school diploma or equivalent is 70% or higher. Strategies 1. Form a group of secondary and postsecondary educators to explore the feasibility of an enhanced Early College by FY 2014. Cost: Medium 2. Form a group of secondary and postsecondary educators to explore the feasibility of a CTE Academy by FY 2014. Cost: Medium 3. Piedmont Community College will add one new workforce certification program per year by FY 2015. Cost: High 4. PCC will begin the implementation of a High School Equivalency curriculum aligned to the Common Core Standards defined for K-12 and adult education by FY 2015. Cost: Medium Objective #6: Implement strategies and programs to ensure that the literacy rate in Person County is 80% or higher. Strategies 1. Hold community forum with tutors, PCC and retired school teachers group to discuss programming and volunteer opportunities by FY 2014. Cost: Low 2. Add early literacy books for adults to library collection for use and circulation by FY 2015. Cost: Medium 3. Children’s Librarian develops Every Child Ready to Read program for preschoolers by FY 2016. Cost: Medium 4. Expand Imagination Library to the growing birth to five populations by 226 children by FY 2015. Cost: High 86 Goal #2: Work with the economic development entities within the county to address the educational and skills-training needs of the current and future Person County workforce. Key Measures: Percentage of Students Earning Silver or higher Career Readiness Certifications, Objective #1: Implement strategies and programs to increase 5% the number of students scoring solver or greater on the Career Readiness Certification on an annual basis. Strategies 1. PHS 2. PCC personnel will collaborate with Roxboro Community School (RCS) personnel to develop an advisory team to explore the implementation of the NC Career Readiness Certificate assessment at RCS by FY 2015. Cost: Low 3. PCC will increase the number of CRCs awarded by 5% annually by: a. embedding the CRC assessment into all orientation courses provided through the Workforce Certification Academy© Cost: Medium b. implementing at least one new program annually through the Workforce Certification Academy©. Cost: High Objective #2: Implement strategies and programs to ensure that the percent of households with post-secondary degree or higher is greater than 15%. Strategies 1. PCC will embed two Completion by Design Principles annually to improve retention and post-secondary completion by FY 2015. Cost: Low-Medium 2. PCC will contract with a third party to conduct a program and job analysis for the College’s service area by FY 2015. Cost: Medium 3. PCC will implement on new tuition payment strategy in FY 2015 in order to assist students in completion of degrees. Cost: Medium 4. PCC will work with area business and industry to increase the number of scholarships provided by business and industry by 5% starting in FY 2015. Cost: Low 5. PCC will identify one program annually that will target the educational interest of the 50+ population by FY 2015. Cost: Medium 6. PCC will implement a process for identifying and recruit at least 50% of the students who have obtained 12 semester hours of credit, but who have not completed a degree. Cost: Medium 87 Lifelong Learning - Priorities for FY15 (Goal.Objective.Strategy) - Project Description Cost 1.1.1 – Administer subsidy enhancement funds. (Pre-School Focus) $18,000 1.3.1 – Implement a public safety/broadband project. (Community-wide Focus) $3-4 Million 1.4.2 - Collaborative feasibility study for an Enhanced Early College. (travel) (School Age Focus) $8,000 2.2.2 – Contract with EMSI to conduct a local program/job analysis study. (Adult & Economic Development Focus) $12,000 TOTAL $38,000+$4M 88 Economic Development Indicators Where we have been Where we are Where do we want to be? Measure FY10 FY11 FY12 FY13 FY14 FY17 Recruited industry employment NA 129 5 50 75 300 Recruited industry capital investment NA $164 Million $5 Million 5 Million $5 million $70 Million Recruited industry average wage NA $29,120 estimated $24,000 $24,960 $36,500 $38,500 Existing industry expansion employment NA NA 160 138 50 75 Existing industry expansion capital investment NA NA $29 Million $24.1 Million $25 million $35 million Existing industry expansion average wage NA NA $36,400 $36,400 $38,000 $40,000 # of Memberships Roxboro Area Chamber 389 373 350 356 322 400 Local investment in Economic Development* $180,989 $658,261 $663,000 $685,000 $644,500 $1,000,000 *Includes ED salary and budget; incentives; PCBIC investment Economic Development - Action Plan Goal #1: Recruit new industries/businesses. Key Measures: Recruited industry employment, Recruited industry capital investment, Recruited industry average wage, local investment in economic development Objective #1: Increase recruited industry employment to 300 by FY17; Increase recruited industry capital investment to $70M by FY17; Increase recruited industry average wage to $38,500 by FY17. Actions 1. Create a brochure that includes a list of city and county services and a step-by- step guide for the city and county’s permitting process by FY14. Cost: Low 2. Create a list of Person County’s industrial strengths and weaknesses, reviewed by PCBIC, the State and the EDC by FY14. Cost: Low 89 3. Use the strengths generated from Action #2 above to create marketing material by FY15, provided that funding is available. Cost: Medium 4. Request funding for a county-wide branding campaign in the FY15 budget. Cost: High 5. Research using brokersavant.com/ or loopnet.com to list commercial/industrial facilities by FY14. Cost: Medium 6. Identify industrial site locations by FY15. Cost: Low 7. Gather sample dark fiber trench policies from other jurisdictions to begin Fiber Optic plan for Person County by FY14. Cost: High 8. Provide economic development incentives for uptown development projects by FY15. Cost: High Goal #2: Retain existing industries/businesses. Key Measures: Existing industry expansion employment, Existing industry expansion capital investment, Existing industry expansion average wage, local investment in economic development Objective #1: Increase existing industry expansion employment to 75 by FY17; Increase existing industry expansion capital investment to $35M by FY17; Increase existing industry expansion average wage to $40,000 by FY17 Actions 1. EDC will host regular plant manager meetings by FY14. Cost: Low 2. Complete an under-employment study by FY14. Cost: High 3. Apply for second round of CFAT (air quality) grant funding in FY14. Cost: Low 4. Investigate cost of a PATS fixed route through Roxboro by FY15. Cost:Low 5. Investigate partnership with DATA for commuter route to/from Durham by FY15. Cost:Low Goal #3: Create new businesses. Key Measures: Chamber membership, local investment in economic development Objective #1: Increase the number of Chamber Members to 400 by FY17. Increase the amount of local economic development investment to $1M by FY17. Actions 6. Host an annual Angel Investor Fund kick-off meeting by FY15. Cost: Low 7. Include funding for broadband and public safety communication system in CIP for FY15. Cost:High 8. Research best practices for promoting redevelopment/infill of existing industrial spaces by FY15. Cost:Low 9. Develop list of potential small industry users to determine if there is enough interest to fund a small industry flex space by FY14. Cost:Low 10. Pursue Smart Growth planning grants by FY14. Cost:Low 11. Conduct survey of young people as part of the county-wide branding campaign by FY15. Cost:Low 90 Economic Development FY15 Priorities Project Cost Uptown Development Projects (In form of Grant to RDG) $20,000 Long Term Fiber Optic Plan for Person County $3-4M Website Upgrade and Marketing Material ON WEB $10,000 TOTAL $30,000 & $3-4M 91 Strategic Plan Priorities FY15 Protect Our Land Project Cost Host a producer-consumer listening session $1,000 Small business /industry waste audits $2,400 Beautification program $16,137 TOTAL $19,537 Foster a Sense of Community Project Cost Afterschool program, administered through JCPC $12,000 P&R scholarships $10,000 Adding promotion of volunteer opportunities and other community events to the P&R seasonal brochure $1,500 TOTAL $23,500 Re-Imagine Our County Project Cost Branding and marketing campaign $20,000-$50,000 Provide performing and visual art field trip opportunities for Person County students $2,000-$5,000 TOTAL $22,000-$55,000 Lifelong Learning Project Cost Administer subsidy enhancement funds $18,000 Implement a public safety/broadband project $3-4 Million Collaborative feasibility study for an Enhanced Early College $8,000 Contract with EMSI to conduct a local program/job analysis study $12,000 TOTAL $38,000+$4M Economic Development Project Cost Uptown Development Projects (In form of Grant to RDG) $20,000 Long Term Fiber Optic Plan for Person County $3-4M Website Upgrade and Marketing Material ON WEB $10,000 TOTAL $30,000 + $3-4M Grand Total Project Cost Protect Our Land $19,537 Foster a Sense of Community $23,500 Re-Imagine $55,000 Lifelong Learning $38,000 Economic Development $30,000 Grand TOTAL $166,037 92 Providing Input into the FY15 Budget93 Decisions, Decisions•Tax Rate•Implementation of the Classification & Compensation Study•Capital Projects•Roofing, window replacements•Recreation and Senior Center•Recycling facility•Public Safety/Broadband project•Old Helena School94 Decisions, Decisions•Fund Balance Policy•Economic Incentive Policy•Funding the Strategic Plan Priority Projects•Healthcare Benefits•Commissioner Priorities95 Departmental Budget Impacts for FY15•IT–new phone system is needed•Parks & Rec –increase in part-time for maintenance due to increased use•Emergency Services –overtime increase, change in pay structure•Sheriff’s Office-inmate population increases•Elections-Voter Information Verification Act compliance-(increased trainings and 3 new one-stop locations- rent & staffing)•Finance-need for part-time assistance & additional MUNIS trainings•Performance Pay impacts•PI/Recycling Facility –PCRC lease expiration in April96 PERSON COUNTY BOARD OF COMMISSIONERS ANNUAL BUDGET RETREATJANUARY 21, 2014LAURA JENSENASSISTANT FINANCE DIRECTOR/BUDGET MANAGERBudget Document Options97 Financial PlanReport on planned expenditures in an easy to read formatOperations GuideConnect the budget with services providedUse performance objectives as a sort of “contract” and justification for the budgetCommunications ToolProvide public accountabilityAvoid technical or obscure languageExplain the legal, economic, strategic factors that shape budgetsValue of the Budget Document98 99 100 101 Financial PlanReport on planned expenditures in an easy to read formatOperations GuideConnect the budget with services providedUse performance objectives as a sort of “contract” and justification for the budgetCommunications ToolProvide public accountabilityAvoid technical or obscure languageExplain the legal, economic, strategic factors that shape budgetsValue of the Budget DocumentXX102 103 104 Collapses line item detail into major categories of expendituresFocuses on overall expenditure growth or reductions rather than micro-levelFrees space for including more narrative information Reader can get a basic understanding of the department’s mission, general activities and accomplishments,Departments will connect budget requests to objectives for the next fiscal yearProposed Changes105 106 107 108 Combines expenditures and revenues into one chart, giving us the ability to show net expendituresCollapses line item detail into major categories of expendituresFocuses on overall expenditure growth or reductions rather than micro-levelFrees space for including more narrative information Reader can get a basic understanding of the department’s mission, general activities and accomplishments,Departments will connect budget requests to objectives for the next fiscal yearProposed Changes109 Readers will have a better understanding of departments and the county as a wholeBudget increases or decreases will be justified and transparentBrings the document in line with what other cities and counties in NC are doingEffect of Changes110 Budget Wrap-UpMany operating cost constraints in departments; property & sales tax revenues may help offset these if tax rate remainsRevenue delays in EMS & Health Dept due to the State’s NC Tracks System All departments will have increases in salary lines due to performance pay implementation (& possible classification/compensation study adjustments); also changes in E911 pay structureIncrease in inmate population has again strained public safety budgetMay need to consider delays to capital projects Drop in Fund Balances (Gen Fund); Need strategies to address for next year.111