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Agenda Packet April 1 2013PERSON COUNTY BOARD OF COUNTY COMMISSIONERS MEETING AGENDA 304 South Morgan Street, Room 215 Roxboro, NC 27573-5245 336-597-1720 Fax 336-599-1609 April 1, 2013 7:00 pm CALL TO ORDER…………………………………………………. Chairman Clayton 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. APPROVAL OF MINUTES: ITEM #1 March 11, 2013 1 OLD BUSINESS: ITEM #2 Discussion of Zoning Ordinance pertaining to Nonconforming Uses and Accessory Uses ……………… Paula Murphy & Sybil Tate ITEM #3 Interlocal Agreement between the City of Roxboro and Person County for Planning Administration ……………………………... Heidi York NEW BUSINESS: ITEM #4 The Week of the Young Child Proclamation …………………….. Chairman Clayton ITEM #5 Recommended Capital Improvement Plan for FY 2014-2018 ……………………………………….. Heidi York & Amy Wehrenberg ITEM #6 CDBG Monthly Reporting …………………………………………………. Heidi York ITEM #7 Budget Amendment ……………………………………………...…. Amy Wehrenberg CHAIRMAN’S REPORT MANAGER’S REPORT COMMISSIONER REPORTS/COMMENTS CLOSED SESSION (if desired by the Board) Note: All Items on the Agenda are for Discussion and Action as deemed appropriate by the Board. 2 March 11, 2013 1 PERSON COUNTY BOARD OF COMMISSIONERS MARCH 11, 2013 MEMBERS PRESENT OTHERS PRESENT Jimmy B. Clayton Heidi York, County Manager Kyle W. Puryear B. Ray Jeffers Brenda B. Reaves, Clerk to the Board Frances P. Blalock David Newell, Sr. The Board of Commissioners for the County of Person, North Carolina, met in regular session on Monday, March 11, 2013 at 9:00 am in the FEMA room in the Human Services Building located at 355 S. Madison Blvd, Roxboro. Chairman Clayton called the meeting to order, led invocation and asked Vice Chairman Jeffers to lead the Pledge of Allegiance. RECOGNITION OF LOCAL GOVERNMENT DAY: Chairman Clayton welcomed the Person High School students enrolled in civics and economics participating in Local Government Day to observe the Board of County Commissioners in session. Chairman Clayton, Vice Chairman Jeffers and Commissioners Puryear, Blalock and Newell proceeded to introduce themselves. County Manager, Heidi York and Clerk to the Board, Brenda Reaves also introduced themselves. Chairman Clayton recognized in the audience Representative Winkie Wilkins and Senator Mike Woodard to offer comments to the group. Two of the participating students, Carly Allen and Karmen Clayton spoke to the Board addressing the need of updated technology at Person High School. DISCUSSION/ADJUSTMENT/APPROVAL OF AGENDA: A motion was made by Vice Chairman Jeffers, and carried 5-0 to approve the agenda. INFORMAL COMMENTS: The following individuals appeared before the Board to make informal comments: Mr. Bryan Glei of 250 Whitetail Lane, Leasburg requested the Board to take action related to the recent property tax revaluation. Mr. Glei commented that he had recently purchased 250 records of properties located on various areas of Hyco Lake noting values increased ranging from 10% at Fox Lair to 149% at St. George noting there was no data to support these increases. Mr. Glei stated he had submitted ten questions to Michael Brown of the NC Department of Revenue to which he did not get answers following a lengthy wait for a reply. Mr. Glei requested the Board to redo the revaluation or consider forming a group to study the revaluation. 3 March 11, 2013 2 Ms. Martha McKinnon of 5310 Helena Moriah Road, Rougemont addressed the Board on the lack of respect by citizens for roadway littering in Person County, in particular on the Helena Moriah Road and Antioch Church Road. Ms. McKinnon recommended the county to initiate a recycling program and to utilize incarcerated individuals to help rectify the littering issues as well as suggested a requirement for high school graduation for students to complete twenty hours of community service. APPROVAL OF MINUTES: A motion was made by Vice Chairman Jeffers, and carried 5-0 to approve the minutes of February 4, 2013, February 18, 2013, and February 26, 2013. TAX ADMINISTRATIVE REPORT: A motion was made by Vice Chairman Jeffers, and carried 5-0 to approve the Tax Administrative Reports noting the Releases for the months of January and February, 2013. OLD BUSINESS: RESOLUTION REQUESTING A LOCAL BILL TO EXTEND PERSON COUNTY’S PROPERTY REVALUATION BEYOND THE REQUIRED EIGHT YEAR CYCLE: County Manager, Heidi York stated that during the Board’s Retreat, Commissioners directed the Manager to draft a Resolution for their consideration to grant a “redo” of the 2013 real property revaluation. The draft Resolution requesting the NC General Assembly’s assistance to Person County for an extension of the real property octennial revaluation established by NC General Statute 105-285(d); 105-286(a) would suspend the current revaluation and conduct a new revaluation as soon as possible. Ms. York noted the request for a redo had never been approved for any county in the state of North Carolina. To date, Ms. York noted approximately 2400 informal appeals have been filed with the Tax Office, which represents roughly 8% of the 27,000 parcels. Representative Winkie Wilkins and Senator Mike Woodard were present to participate in the Board’s discussion. Representative Wilkins stated that the deadline for Senator Woodard to introduce a bill in the Senate has passed however he still had time to file such noting he and Senator Woodard had discussed the proposed local bill at great length. Both Representative Wilkins and Senator Woodard stated their support to Person County and to the proposed Resolution, if approved by the Board, as long as the Resolution was not deemed unconstitutional. 4 March 11, 2013 3 Representative Wilkins told the Board that Representative Bill Brawley of Mecklenberg filed House Bill 200 noting the bill would be a backward view of revaluation put into place in Mecklenberg County with the possibility of the bill applying to 70 counties across the state. Representative Wilkins stated if a local bill focusing only on Person County were introduced, the bill may not move due to it is a precedent. Commissioner Puryear voiced his concerns that the revaluation system was flawed and the realistic next step was to request the state to approve additional time to review further. Commissioner Puryear requested Representative Wilkins and Senator Woodard to support and push through the General Assembly. Commissioner Blalock stated citizens deserved an explanation of the determination of values. Vice Chairman Jeffers read the following House Bill 200 noting the bill passed the first reading: Bill: H200 Sponsors: Brawley, W. (R103); Cotham (D100) Title: REQUIRE CERTAIN GENERAL REAPPRAISALS Related: 2013:SB159 This bill would require counties to reassess property if several conditions are met: the county has "independent, corroborating evidence that the majority of commercial neighborhoods in the county possess significant issues of inequity; the county has independent, corroborating evidence that, for residential neighborhoods, instances of inequity or erroneous data had a significant impact on the valuation of the neighborhood as a whole; The county's last general reappraisal was performed for the 2008 tax year, 2009 tax year, 2010 tax year, 2011 tax year, or 2012 tax year; (and) the independent, corroborating evidence resulted from a review performed by a qualified appraisal company selected and retained by the county and registered with the Department of Revenue and had a sample size of no less than 375 properties, the relevant characteristics of which were reviewed on location at the property." If a county reassesses property because all these conditions exist, then the county would have to backdate the new property values to the date of the last reassessment. Homeowners whose homes were overvalued would be eligible for a refund of the overpaid property taxes, plus interest. Homes that were undervalued would face paying additional taxes on the new value. Chairman Clayton stated the mechanisms were in place to adjust incorrect values and did not feel a costly redo was warranted but would support House Bill 200 if Person County would be one of the seventy counties eligible to piggyback. 5 March 11, 2013 4 Representative Wilkins and Senator Woodard asked Mr. Glei to send his questions to them for review noting the Department of Revenue’s lengthy reply with unanswered questions was unsatisfactory. A motion was made by Commissioner Puryear, to approve the Resolution requesting the NC General Assembly’s assistance to Person County for an extension of the real property octennial revaluation and ask Representative Wilkins to review and submit on behalf of Person County to the General Assembly. Vice Chairman Jeffers stated his opposition to request Representative Wilkins to introduce a bill to the General Assembly noting his preference for Person County to tag onto House Bill 200. Vice Chairman Jeffers recommended that Person County follow the process for the appeals to appear before the Board of Equalization and Review. A substitute motion was made by Chairman Clayton, and carried 3-2 for Person County to tag onto House Bill 200 (already introduced in the General Assembly). Commissioners Puryear and Newell cast the dissenting votes. Commissioners Puryear and Newell stated support to approve the Resolution as well as tag onto House Bill 200 at the same time while the appeal process was before the Board of Equalization and Review but was in opposition to the substitute motion in lieu of the original motion. Representative Wilkins confirmed with Ms. York he would be in touch with her related to Person County’s eligibility to tag onto House Bill 200. INTERLOCAL AGREEMENT BETWEEN THE CITY OF ROXBORO AND PERSON COUNTY FOR PLANNING ADMINISTRATION: County Manager, Heidi York stated staff presented the concept of a joint city- county planning department as well as a joint planning commission and board of adjustment at the meeting with the City of Roxboro. The draft Interlocal Agreement was reviewed and elected officials provided their feedback at that time and agreed to review the final agreement at the March meeting. The revisions to the draft Agreement include adding an effective date of July 1, 2013 and as requested in Section III related to the Board of Adjustment, to change the frequency of their meetings to “The Board of Adjustment shall hold meetings as needed.” The proposed agreement remains cost neutral to both the city and the county. Ms. York noted the draft agreement does not address the next step in the process establishing a Unified Development Ordinance (UDO). 6 March 11, 2013 5 Ms. York confirmed the Planning Director has sent the draft agreement to the Planning Board members for feedback. Ms. York stated the feedback from the Planning Board members noted concern for the change in the process creating a larger bureaucracy rather than a more efficient process. Planning Director, Paula Murphy added that some of the Planning Board members would have preferred having the UDO process started or in place prior to a joint city-county planning department. Ms. York stated the UDO process is a long, two-year process and the managers felt the joint planning department would be the first step in terms of creating efficiency. Ms. York informed the Board that City Council had tabled action earlier this date until April to allow time for the City’s Planning Board and Board of Adjustment to provide feedback. A motion was made by Commissioner Blalock, and carried 5-0 to table action on this item until the Board’s April meeting. 2013 FIREWORKS APPROPRIATION: County Manager, Heidi York stated in 2009, the County chose to no longer allocate the $10,000 annually to fund the community fireworks. This decision was based on narrowing the services of county government during a difficult financial situation. Since then the fireworks have been funded through community contributions. Last year, the County appropriated $2,000 towards fireworks. At the Joint City-County Meeting held on February 26th, the Directors Roundtable, represented by Marcia O’Neil, requested the City and the County to contribute $4,000 each towards the fireworks for 2013. Commissioner Puryear made a motion on February 26, 2013 to allocate $4,000 from the General Fund for the fireworks funding. Ms. York noted the correct funding source for such appropriation would be the County’s Fund Balance. On February 26, 2013 a substitute motion made by Commissioner Blalock carried by majority vote to table Commissioner Puryear’s motion until the Board’s March 11, 2013 meeting. Commissioner Puryear renewed his motion to allocate $4,000 from the County’s Fund Balance for the fireworks funding. A substitute motion was made by Vice Chairman Jeffers, to appropriate up to $4,000 from the County’s Fund Balance for the 2013 fireworks funding. Vice Chairman Jeffers stated the substitute motion would be the same as the City of Roxboro’s motion and he wanted to encourage rather than discourage fund raising efforts for the fireworks fund. The substitute motion failed 2/3. Vice Chairman Jeffers and Commissioner Puryear voted in favor of the substitute motion. Chairman Clayton and Commissioners Newell and Blalock voted in opposition to the substitute motion. 7 March 11, 2013 6 Commissioner Blalock requested the students in the audience to take a look at the USA Weekend’s article titled Red, White and You for an opportunity to link the web site: destinationamerica.com to enter an essay contest (link for essay http://america.discovery.com/fourth-of-july.htm) for an American Town Fourth of July celebration. Vice Chairman Jeffers stated ninth and tenth graders can submit an essay about their county to the NC Association of County Commissioners to win a monetary prize for each the student and teacher. Vice Chairman Jeffers noted he would send the link to the PHS teacher, Steve Evans. Commissioner Blalock encouraged the students to visit the county website to view the Person Future’s goals and to provide input as well as participation. Chairman Clayton announced a brief recess at 10:29 am as the students were exiting the meeting. Chairman Clayton reconvened the meeting at 10:42 am. NEW BUSINESS: STORMWATER UPDATE: Assistant County Manager, Sybil Tate noted the Fiscal Year 2013 budget includes $231,755 in funding for stormwater-related expenses. During the Fiscal Year 2013 budget process, the Board of Commissioners decided to fund stormwater-related expenses from the General Fund, instead of charging a stormwater fee via the property tax bill. The Fiscal Year 2014 stormwater costs are estimated at approx. $250,000. The cost of stormwater includes salaries and wages for existing employees and a stormwater administrator; dues for the Upper Neuse River Basic Association, which includes local governments in the Upper Neuse and pools money to implement water monitoring costs; money to improve failing septic systems and professional fees. Ms. Tate stated the consultant, Raftelis, has worked with the other jurisdictions in the Falls Lake area to create a joint stormwater utility. Raftelis will provide an overview of their work thus far and details about how Person County can implement stormwater fees. Ms. Tate introduced Mr. Keith Readling and Ms. Henrietta Locklear who were present to provide the following presentation to the Board. 8 March 11, 2013 7 9 March 11, 2013 8 10 March 11, 2013 9 11 March 11, 2013 10 12 March 11, 2013 11 13 March 11, 2013 12 14 March 11, 2013 13 15 March 11, 2013 14 16 March 11, 2013 15 17 March 11, 2013 16 Ms. Locklear confirmed the system is in place to implement fees noting there would be some updating required. Tax Administrator, Russell Jones stated his need to have a month to ready the system for the tax bills to include the stormwater fees. The revenue generated (approximately $250,000) from the fees can only be used for stormwater related expenses. County Manager, Heidi York stated fees would be reviewed and evaluated each year. Commissioner Puryear stated his opposition to implementing the fees on the citizens. Vice Chairman Jeffers stated support to implementation of the stormwater fees. EMPLOYEE MOTIVATION AND RETENTION: County Manager, Heidi York told the Board with 400 fulltime employees, Person County Government’s most valuable asset and the largest component of the County’s annual operating budget lies in personnel. One of the items that was not addressed during the Board’s retreat in February was the changing needs of the County’s workforce. There is a direct correlation between the economy and the retention and motivation of employees. As the economy improves, the County as well as other organizations, expects to see the turnover rate increase. Ms. York introduced Mr. Drake Maynard who has been working with the County as a consultant on workforce development to talk with the Board about investing in the county workforce noting Mr. Maynard is a retired Human Resources Manager with over 35 years of experience working with State agencies, State universities and county and municipal governments as he advises state agencies, universities and local government agencies such as social services and public health in every aspect of human resource management, including recruitment and retention, compensation, and employee relations. Since retirement, Mr. Maynard is the principal for Drake Maynard Human Resources Services, LLC; his clients include Wilson County, Buncombe County, Stanly County, McDowell County, the City of Hickory, the UNC-CH School of Government and Person County. Ms. York asked the Board to consider Mr. Maynard’s comments addressing employee motivation and retention and direct staff as appropriate. Mr. Maynard stated in his observation of the Board meeting he noted two themes present: 1) role as financial stewards and 2) role to invest in the future. Mr. Maynard told the Board that 62 counties out of 100 have merit based pay implemented but with only five being funded in 2010 noting that number is increasing each year. Mr. Maynard stated Person County’s turnover rate is at 6.5% noting the expense of turnover can result in as much as 50% to 400% of the position’s salary. 18 March 11, 2013 17 Mr. Maynard described workforce development with quality supervision motivates employees to stay noting performance pay increases engagement to retain high performing employees. Mr. Maynard spoke to the affects of having multi-generational employees noting the same old standard will not attract the younger generation. Mr. Maynard noted a cost of living adjustment (COLA) recognizes the fact that goods to live cost more but can be de-motivating to employees for everyone to receive the same increase for the different levels of effort. Mr. Maynard illustrated how employees are no longer doing the job they were hired to do using the fast-changing world of technology as an example. Ms. York explained the process of performance based pay noting Person County implemented in 2010 as a pilot without funding which remains the same this date. Each year employees have an annual performance evaluation based on criteria defined by the workforce which is reviewed by the Human Resources Director for consistency. Ms. York explained the three standards on a performance evaluation are 1) exceeds standards, 2) meets standards and 3) fails to meet standards. Vice Chairman Jeffers suggested the meets standard could receive the COLA amount with exceeds standard receiving the top merit amount and no funding for anyone that fails the standard. Ms. York noted employees that fail the standard have three months to remedy any unacceptable performance. Ms. York noted the turnover rate rose to 12.5% in 2011 which was the same time the early retirement package was offered. CDBG MONTHLY REPORTING: Kerr Tar Regional Council of Governments Community Development Planner, Karen Foster presented the activities for the months of December, 2012 and January and February, 2013 as well as a Month Performance Status Report for March, 2013 noting effective February 1, 2013, Community Assistance (CA) has eliminated the quarterly reporting requirement and changed it to a monthly reporting requirement to the Board of Commissioners. County Manager, Heidi York commented that the monthly reporting would now be included on the Board’s agenda for approval. A motion was made by Vice Chairman Jeffers, and carried 5-0 to accept the monthly reports as presented. 19 March 11, 2013 18 PROCUREMENT FOR CDBG LEGAL SERVICES Kerr Tar Regional Council of Governments Community Development Planner, Karen Foster stated bids for the Person County Scattered Site program legal services were solicited from local attorneys and received on January 29, 2013 with four law offices responding. Pending verification of licensing and insurance, Ms. Foster recommended the bid be awarded to Joe Weinberger, Jr., Attorney and Counselor At Law and requested Board approval to enter into contract for such legal services which include Preliminary Title Opinions, Deeds of Trust, Promissory Notes, and Loan Closings for CDBG qualified participants. A motion was made by Vice Chairman Jeffers, and carried 5-0 to award the CDBG legal services contract to Joe Weinberger, Jr., Attorney and Counselor at Law as presented. 20 March 11, 2013 19 AMENDMENT TO FAIR HOUSING PLAN: Kerr Tar Regional Council of Governments (COG) Community Development Planner, Karen Foster told the Board Fair Housing is a compliance component of the Community Development Block Grant program. Grant recipients are required to provide and implement the approved fair housing plan in accordance with Person County’s grant award. Ms. Foster stated in the approved Fair Housing Plan for Person County, the quarters and activities affected by the proposed amendment are April – June, 2013 and 2014 and October – December, 2013. The proposed new activity for April- June, 2013 and 2014 would be “Collaborate with the counties of Regional K to provide a Regional Fair Housing Workshop.” The proposed new activity for October – December, 2013 would be “Place fair housing brochures at the Public Library, Water Department, and Social Services Department.” Ms. Foster outlined the changes on page 3 of the proposed revised Plan and page 3 of the existing plan. Ms. Foster noted the COG staff are recommending this change in this activity due to staff were unable to collaborate with the sponsor of a community event/festival in attempt to setup a booth to display and briefly discuss fair housing materials in accordance with the County’s approved Fair Housing Plan activity for the fall of 2012. Ms. Foster stated the COG foresees this as an impediment in fulfilling this activity in the future. Ms. Foster stated in order to amend this activity; it requires approval from the Board of Commissioners. Ms. Foster requested Board consideration that the Fair Housing Plan be amended to involve a regional fair housing workshop rather than piggyback with a community event/festival where the focus would not be fair housing. A motion was made by Vice Chairman Jeffers, and carried 5-0 to amend the Fair Housing Plan to involve a regional fair housing workshop rather than piggyback with a community event/festival where the focus would not be fair housing as presented on page 3 of the Fair Housing Plan. 21 March 11, 2013 20 22 March 11, 2013 21 COMMUNITY CHILD PROTECTION TEAM ANNUAL REPORT: Ms. Nancy Wagstaff, Chair of the Community Child Protection Team (CCPT) and Ms. Judi Akers, Services Program Manager at the Department of Social Services were present to highlight the CCPT 2012 Annual Report. Ms. Akers told the group the CCPT meets monthly with the exception of the month of July. Ms. Akers stated annually the CCPT reports to the state of NC and to the Board of Commissioners. Ms. Akers noted the CCPT shares event information; review cases and discuss gaps in the community resources. In 2012 the CCPT discussed six different cases for the child protective services report with each including some of the following factors: substance abuse, an act of violence, improper discipline, improper supervision, and child sexual abuse. Ms. Akers stated the three top factors discussed were access to mental health services, safe and stable housing and emotional abuse. Ms. Akers spoke to the identified gaps as successfully be able to navigate the mental health waiver and assessing services within Person County as well as safe and stable housing including resources for the homeless within the community. The CCPT has requested from the state training and resource development in rural areas. Chairman Clayton stated he is the county commissioner representative on the mental health advisory board and requested Ms. Akers to let him know if there are any issues he can report to that board. NATIONAL PUBLIC HEALTH WEEK PROCLAMATION: Health Director, Janet Clayton, on behalf of the Public Health Month Committee requested the Board of Commissioners to adopt a National Public Health Week Proclamation designating the week of April 1-7, 2013 as National Public Health Week. It was the consensus of the Board to adopt the National Public Health Week Proclamation designating the week of April 1-7, 2013 as National Public Health Week. Chairman Clayton read and presented the National Public Health Week Proclamation to Ms. Clayton. 23 March 11, 2013 22 24 March 11, 2013 23 BUDGET AMENDMENT: Finance Director, Amy Wehrenberg presented and explained the following Budget Amendment. Upon a motion by Vice Chairman Jeffers, and majority vote (5-0), the Board of Commissioners of Person County does hereby amend the Budget of the Fund(s) listed below on this, the 11th day of March 2013, as follows: Dept./Acct No. Department Name Amount Incr / (Decr) EXPENDITURES General Fund General Government 36,479 Public Safety 15,383 Human Services 23,535 Culture & Recreation 970 Contingency (5,282) REVENUES General Fund Intergovernmental Revenues 43,482 Charges for Services 1,200 Other Revenues 26,403 EXPENDITURES Economic Catalyst Special Revenue Fund 500,000 REVENUES Economic Catalyst Special Revenue Fund Intergovernmental Revenues 475,000 Fund Balance Appropriated 25,000 EXPENDITURES Airport Construction Capital Project Fund Runway 6 Approach Clearing (25,831) 2009 Vision 100 Projects 2,451 Fencing Perimeter & Emergency Repair 23,380 REVENUES Airport Construction Capital Project Fund Federal Grant-Runway 6 Approach Clearing (23,247) Federal Grant-Vision 100 2,205 Federal Grant-Fencing Perimeter & Emergency Repair 21,042 Local Match-Runway 6 Approach Clearing (2,584) Local Match-2009 Vision 100 246 Local Match-Fencing Perimeter & Emergency Repair 2,338 Explanation: 25 March 11, 2013 24 Received concession revenue for the Morale Committee ($404); utilizing remaining contingency insurance funds (-$5,282) to cover deductible costs for claims assessed ($5,282); received State Election Grant for 2012's Second Primary election ($5,955); proceeds from sale of vehicles ($8,200); an insurance claim for repair to a County building damaged from the July 2012 hail storm ($16,638); received State and Federal Inmate reimbursements ($13,992) that will be used for a new time keeping system and computer equipment in the Detention Center; Commissions on the sale of Inmate Phone Cards ($816); received additional funds for the Veterans Services Grant ($452); donations for Animal Services ($191); additional fees associated with the rabies vaccination program ($384); donations for Recreation, Arts & Parks ($362); donations for Library ($608); allocating revenues received in DSS for various assistance programs ($23,083); received NC Rural Center Grant ($475,000) requiring a local match ($25,000) to be appropriated from fund balance in the Economic Catalyst Special Revenue Fund; transferring the remaining funds per DOT's approval in the closeout of the Airport Runway 6 Approach Clearing project (-$25,831) to the 2009 Vision 100 Airport Project ($25,831); and utilizing a portion of the 2009 Vision 100 Airport Project funds (-$23,380) for a new Fencing Perimeter and Emergency Repair Project ($23,380) in the Airport Construction Capital Project Fund. General Services Director, Ray Foushee stated the HVAC system at the County Office Building has been experiencing issues noting the boiler is forty-plus years old. Mr. Foushee stated he is requesting to budget replacement at a cost of $100,000 during next fiscal year. Ms. Wehrenberg stated this item will be included in the Capital Improvement Plan for next fiscal year. Ms. Wehrenberg stated the proceeds of the sales of vehicles are used in the fleet maintenance program. CHAIRMAN’S REPORT: Chairman Clayton reported the following: · March 14, 2013 Ribbon Cuttings scheduled for: o 10:00 am for RE/MAX Premier Realty at 223 N. Main Street, Roxboro o 5:30 pm for Dr. Sapna Shah at Person Memorial Hospital at 615 Ridge Road · Stated an update from Mental Health is forthcoming · Invited the group to the Upper Neuse River Basin Association meeting on March 20, 2013. · Person County EMS employee, Kenneth Everett was recognized by the Roxboro Jaycees with the outstanding public servant award. 26 March 11, 2013 25 MANAGER’S REPORT: County Manager, Heidi York reported the following: · March 27, 2013 Economic Development Day 9:00 am – 4:00 pm in the County Auditorium focusing on economic priorities for the Strategic Plan – Ms. York requested the Board to RSVP with her if attending. The community should RSVP with Stuart Gilbert at 597-1752. Economic Development Director, Stuart Gilbert stated speakers will include School of Government professors, Smart Community expert, Senior Advisor for the Governor and the President of MCNC (state broadband). · The North Carolina Department of Revenue has offered to provide a brief (approximately 2 hour) training session to help the Board of Equalization and Review understand their new role and to help establish criteria for conducting the required meetings. The proposed dates are either March 28 or April 1. The meeting will be held at the Tax Office, 13 Abbitt St, in the large conference room. Commissioner Newell stated he would be available to attend on either date. Commissioner Puryear requested the training be scheduled at night. · Confirmed the joint meeting with Board of Education on Monday, April 15, 2013 at 6:00 pm in the County Auditorium. Commissioner Puryear stated he would not be able to attend noting he had already spoken to the Board of Education Chair. · Stated possible locations for the April 29, 2013 6:30 pm Community Conversations meeting in the Bushy Fork/Hurdle Mills area is The Grange, Hurdle Mills Volunteer Fire Department and Hester Store Volunteer Fire Department. It was the consensus of the group to hold the meeting at The Grange. COMMISSIONER REPORT/COMMENTS: Vice Chairman Jeffers and Commissioners Newell, Blalock and Puryear had no reports. 27 March 11, 2013 26 ADJOURNMENT: A motion was made by Vice Chairman Jeffers, and carried 5-0 to adjourn the meeting at 12:12 pm. _____________________________ ______________________________ Brenda B. Reaves Jimmy B. Clayton Clerk to the Board Chairman (Draft Board minutes are subject to Board approval). 28 AGENDA ABSTRACT Meeting Date: April 1, 2013 Agenda Title: Discussion of Zoning Ordinance pertaining to Nonconforming Uses and Accessory Uses Summary of Information: The Board of Commissioners requested the Planning Board to recommend amending the nonconforming use and accessory use sections of the Zoning Ordinance. Recommendations from the Planning Board were presented to the Commissioners in October. A public hearing on the recommended changes was conducted at the Commissioners’ January 7th meeting. During this meeting, the BOC asked to further discuss sections 101-2, 102-1, 60-5 and 60-6 of the current Zoning Ordinance. Staff has included comments below each item to guide the discussion. Non-conforming 101-2 No building may be extended or enlarged or the amount of land devoted to a use increased unless such extensions or enlargements comply with all the provisions of this ordinance. Proposed 101-2 Any structure existing at the time of adoption of this Ordinance which does not comply with setback or yard requirements, or which exceeds height requirements, may be continued in use but shall not be enlarged or extended unless such extensions or enlargements comply with all the provisions of this ordinance. No unenclosed portion of a building may be enclosed if the setback or height requirements are not met. The intent of this proposed section is to “grandfather-in” existing non-conforming structures, provided that no additional changes are made. Would the BOC like to accept the proposed 101-2 wording, keep the existing wording or make additional changes? 102-1 Nothing in this ordinance shall prevent the restoring or strengthening of a nonconforming structure to a safe condition, provided that the square feet of the structure shall not be increased. No changes were made to this section. The intent of this section is to allow individuals to improve non-conforming structures for safety reasons, but not increase their size. Would the BOC like to make any changes to 102-1? 29 Accessory Structures 60-5 Unless otherwise specified in this ordinance, accessory buildings may be allowed within five feet of rear and side yard lot lines provided they are five feet or more from the main structure. Proposed 60-5 Accessory structures shall be located at least five feet from any principal structure and side and rear property lines. The intent of this section is to ensure that accessory structures are at least 5 feet from property lines and the main structure. Five feet allows for mowing and maintenance of buildings. Would the BOC like to accept the proposed 60-5 wording, keep the existing wording or make additional changes? 60-6 Unless otherwise specified in this ordinance, every principal building hereafter erected or moved shall be located on a separate lot and in no case shall there be more than one principal building and three permitted accessory buildings on all lots under three acres. There shall be allowed one additional accessory building for every acre over three acres. Industrial operations located in the GI district shall be exempted from this provision. The BOC’s discussion of this section has been around allowing additional accessory structures. Would the BOC like to increase the number of accessory buildings allowed on lots less than three acres? New: 60-6A 60-6A - Accessory structures shall be placed in the rear or side yard and not the front yard of all lots under ten acres. Parcels of property containing ten acres or larger may place an accessory building in the front yard provided such building is located at least 50 feet from any street right of way line and a minimum of twenty five feet from any side property line. The BOC’s discussion of this section has been primarily around the size of the lot. Would the BOC like to keep the lot size at 10 acres or reduce it to 5 acres? 30 Commissioners have also expressed concerns about allowing an exemption for open car ports. Would the BOC like to add “open carports” to the list of exempt items? An accessory building - An accessory building, structure or use is a building or structure or use on the same lot or site with, of a nature customarily incidental or subordinate to, and of a character related to the principal use or structure. Accessory buildings are but not limited to sheds, garages, lean to, storage buildings, carports, pool, but not to include well houses (not to exceed 6’ x 6’) , gazebo or pool house if attached to footprint of pool. Please note that the public hearing was closed after the Board’s discussion of these amendments at the January meeting. If the Board decides to adopt the text amendments as they were presented in January, they may do so. However, if they are altered, another public hearing must be advertised to allow public comments prior to adoption. Recommended Action Make amendments to the zoning ordinance and direct staff to advertise for a public hearing. Submitted by: Planning Director, Paula Murphy and Assistant County Manager, Sybil Tate 31 Planning Board Recommended Changes to the Non-conforming Use and Accessory Structure sections of the zoning ordinance Text in italics are proposed changes. Text in bold are additions to the ordinance. Nonconformities are existing, completed land uses, structures, or lots that were legal when established but are inconsistent with subsequently adopted or amended land use regulations. A use that is initiated in violation of a zoning ordinance does not enjoy nonconforming status. NONCONFORMING USES New Definitions to Consider: The Ordinance needs to define the following: Nonconforming Building – A building or structure that is not in conformance with the provisions(Section 75-Table of Dimensional Requirements) of the district in which it is located. Nonconforming Lot – Surveyed and recorded lots that met existing zoning regulations when created but no longer conform with the adopted regulations. Nonconforming Use – A lawful use of land that does not comply with the use regulations for its zoning district but which complied with applicable regulations before adoption of this Ordinance or the predecessor Person County Zoning Ordinance. 101-1 Nonconforming uses may not be changed to another nonconforming use unless the Board of Adjustment determines that such change shall be no more detrimental to the neighborhood than the existing use; however, no change of title or possession, or right to possession of property shall be construed to prevent the continuance of a nonconforming use. 101-2 No building may be extended or enlarged or the amount of land devoted to a use increased unless such extensions or enlargements comply with all the provisions of this ordinance. Proposed 101-2 Any structure existing at the time of adoption of this Ordinance which does not comply with setback or yard requirements, or which exceeds height requirements, may be continued in use but shall not be enlarged or extended unless such extensions or 32 enlargements comply with all the provisions of this ordinance. No unenclosed portion of a building may be enclosed if the setback or height requirements are not met. 101-3 Nothing in this ordinance shall be construed to prevent the reconstruction of any building, conforming or nonconforming, damaged by any means. However, any nonconforming building which is damaged may only be replaced by a structure of equal or smaller size and square footage as that of the previous structure. No reconstruction or new construction shall be allowed which creates any new or additional nonconformity than that which existed at the time of damage. 101-4 If a nonconforming use is discontinued for a period of 180 days or for more than eighteen months in any three year period, the future use of the building or land must be a conforming use. Proposed 101-4 If any such nonconforming use of land and/or structure ceases for a period of more than one year (except when government action impedes access to the premises), any subsequent use of such land and/or structure shall conform to the regulations specified by this ordinance for the district in which such land is located. Vacancy and/or nonuse of the land or structure, regardless of the intent of the owner or tenant, constitutes discontinuance under this Section. 101-5 A nonconforming use may be changed to a use of higher classification and whenever the use is changed to a higher or conforming classification then it shall not be allowed to change to the original use or to a lower use. For the purposes of this section, the order of classification of use, form the highest to the lowest shall be as follows: R, B-1, B-2, GI and RC. 101-6 If a nonconforming structure or a conforming structure devoted to a nonconforming activity is destroyed or damaged in any manner, to the extent that the cost of restoration to its condition before the occurrence shall not exceed 60 percent of the cost of reconstructing the entire structure based on the assessed structure value, as recorded by the County Tax Assessor, it may be repaired or restored, provided such repair or restoration is started within six months of the damage and completed within twelve months. However, any nonconforming building which is damaged may only be replaced by a structure of equal or smaller size and square footage as that of the previous structure. Relief to the time limits may be granted by the Board of Adjustment. 101-7 A nonconforming structure or a conforming structure devoted to a nonconforming activity that is damaged by any casualty to an extent more than 60 percent of its assessed value, based on County Tax Assessor records, shall not be restored except as follows: a. As a conforming use. 33 b. If the use is a one-family dwelling, restoration shall be permitted, provided such restoration is begun within six months of the casualty and completed within 24 months of the casualty. c. For structures except a one family dwelling, restoration of a nonconforming structure shall require approval by the Board of Adjustment. A site plan according to Section 80 will be required. In approving such permit, the Board will consider the stated purpose for establishing the zoning district in which the structure is located, the uses in the area immediately surrounding the structure in question, particularly the other nonconforming uses, and the hardship which would result from a denial of the Conditional Use Permit. The permit shall include conditions as to time for repair to be completed and any other conditions deemed necessary to carry out the intent of this section of the ordinance. 101-8 A nonconforming use may be extended or enlarged with a Special Use Permit provided that the addition is no more than fifty percent of the original structure and a landscape buffer is provided to buffer the new portion from adjacent land owners and all setbacks, height, and area requirements of the Planning Ordinance are met. Single family dwellings are exempt from Section 101-6. (The Planning Board proposes to delete this section from the ordinance) New Sections to be considered: 101-9 Nonconforming lots of record: Permitted Structures may be erected upon any single lot of record at the time of adoption of this Ordinance, provided the minimum yard requirements are met. A variance to the zoning ordinance is required if the yard width or setback requirements can not be met. 101-10 The creation of a lot with a width or area smaller than allowed by existing zoning requirements is prohibited, except by governmental action, such as a road widening. Any lot, which, by reason of realignment of a public street or highway or by reason of condemnation proceedings, has been reduced in size to an area less than that required by law, shall be considered a nonconforming lot of record subject to the provisions set forth in this section; and any lawful use or structure existing at the time of such highway realignment or condemnation proceedings which would thereafter no longer be permitted under the terms of this ordinance shall be considered a nonconforming use or structure as that term is used in this ordinance. 101-11 When any nonconforming use is superseded by a permitted use, the use shall thereafter conform to the regulations for this district, and no nonconforming use shall thereafter be resumed. 34 The Planning Board decided to keep these sections, making no changes: 102-1 Nothing in this ordinance shall prevent the restoring or strengthening of a nonconforming structure to a safe condition, provided that the square feet of the structure shall not be increased. 102-2 Should any nonconforming structure be moved for any reason within the Zoning Jurisdiction of Person County, it shall conform to the regulations for the district in which it is to be located. The following section will be deleted. The proposed Section 101-9 is the same as this. 103-1 In any district, notwithstanding the dimensional requirements for the district in regards to lot width and minimum area, buildings, may be erected on any legally created lot of record existing at the effective date of adoption to this ordinance. Accessory Structures An accessory building - An accessory building, structure or use is a building or structure or use on the same lot or site with, of a nature customarily incidental or subordinate to, and of a character related to the principal use or structure. Accessory buildings are, but not limited to : sheds, garages, lean to, storage buildings, carports, pool, but not to include well houses(not to exceed 6’ x 6’) , gazebo or pool house if attached to footprint of pool. Pools - Pools are considered accessory uses if they are above ground or in ground if not attached by either a deck or solid material such as brick, stone, concrete, etc. to the principal structure. 60-5 Unless otherwise specified in this ordinance, accessory buildings may be allowed within five feet of rear and side yard lot lines provided they are five feet or more from the main structure. Proposed 60-5 Accessory structures shall be located at least five feet from any principal structure and side and rear property lines. 60-6 Unless otherwise specified in this ordinance, every principal building hereafter erected or moved shall be located on a separate lot and in no case shall there be more than one principal building and three permitted accessory buildings on all lots under three acres. There shall be allowed one additional accessory building for every acre over three acres. Industrial operations located in the GI district shall be exempted from this provision. 35 60-6A - Accessory structures shall be placed in the rear or side yard and not the front yard of all lots under five acres. Parcels of property containing five acres or larger may place an accessory building in the front yard provided such building is located at least 50 feet from any street right of way line and a minimum of twenty five feet from any side property line. 60-6B -Accessory buildings shall only be allowed on a lot upon which a primary dwelling, multifamily dwelling, business use or industrial use exists. 36 AGENDA ABSTRACT Meeting Date: April 1, 2013 Agenda Title: Interlocal Agreement between the City of Roxboro and Person County for Planning Administration Summary of Information: Staff presented the concept of a joint city-county planning department as well as a joint planning commission and board of adjustment at the meeting with the City of Roxboro on February 26, 2013. The draft Interlocal Agreement was reviewed and elected officials provided feedback at that time and agreed to review the final agreement at the March meeting. The revisions to the draft Agreement include adding an effective date of July 1, 2013 and as requested in Section III related to the Board of Adjustment, to change the frequency of their meetings to “The Board of Adjustment shall hold meetings as needed.” The proposed agreement remains cost neutral to both the city and the county. On March 11, 2013 the Board took action to table until the Board’s April meeting. Recommended Action: Review the draft agreement and adopt if appropriate. Submitted by: Heidi York, County Manager 37 1 DRAFT Interlocal Cooperation Agreement Between Person County and the City of Roxboro for Planning Administration This is an Interlocal Cooperation Agreement between the CITY OF ROXBORO (hereinafter called “the CITY”), a North Carolina municipal corporation, and the COUNTY OF PERSON (hereinafter called “the COUNTY”), a political subdivision of the State of North Carolina. This agreement is made pursuant to Article 20 of Chapter 160A of the North Carolina General Statutes. The date of this agreement is April 1, 2013. The City and County agree as follows: SECTION I. POLICY A. The Governing Bodies hereby find and declare that interlocal cooperation for comprehensive planning and plan implementation is a necessity: Such planning allows for more orderly and coordinated growth, provides a mechanism for consistent analysis of planning issues across political boundaries and therefore gives a more sound basis for policy decisions which affect both political entities. The Governing Bodies recognize that comprehensive planning and its implementation are vital to the public interest. Therefore, it is found that such activities as planning investigations and surveys, formulation of development goals and objectives, and development or means to carry out plans in a cooperative, coordinated and efficient manner are necessary in order that the two governments may more competently perform their duties, and in order that the citizens of the respective jurisdictions may have a better understanding of planning issues and be better able to participate in decision-making. B. The purpose of this Agreement is to establish a joint planning endeavor and to provide for the organization and administration necessary to effectuate that endeavor. SECTION II. PLANNING COMMISSION A. Establishment of Person-Roxboro Planning Commission There is hereby established a joint commission to be known as the Person-Roxboro Planning Commission. The Planning Commission is designated as the planning advisory body to the City and the County, and shall have the powers and duties described in this Agreement and other powers and duties as may be delegated by the governing bodies from time to time. B. Appointments by Governing Bodies 1. Number; Composition. The Planning Commission shall consist of seven (7) members and two (2) alternates; of whom the Board shall appoint four (4) members and one (1) 38 2 alternate and the Council shall appoint three (3) members and one (1) alternate. The four (4) persons appointed by the City shall be appointed for three (3) year staggered terms by the Council. The five (5) appointed by the County shall be appointed for three (3) year staggered terms by the Board. Initially, one person shall be appointed for a one year term, one person for a two year term and one (or 2 in the case of the county) for a three year term. Thereafter all appointments shall be for a three year term. 2. Subsequent Appointments. Appointments made to fill Commission vacancies shall be made by the governing body that made the initial appointment, and shall be for three (3) year terms except for appointments to replace members who have become disqualified, or have been removed, which shall be for the remainder of the replaced member’s term. 3. Vacancies/Removal Prior to Expiration of Term. Upon resignation, permanent disqualification or removal of any member of the Planning Commission, the governing body which appointed that member shall appoint a successor to fill the unexpired term. 4. Optional Replacement of Members who Move outside the City or County. The governing bodies may replace Commission members who move during their tenure if they no longer meet the in-city or out-of-city appointment requirements they met when appointed. C. Requirements for Membership on the Person-Roxboro Planning Commission; Compensation 1. Term. The term of office of a member of the Planning Commission, except for persons appointed to fill unexpired terms, shall be three (3) years and shall expire on June 30 of the final year of service. If the respective governing body has not appointed a successor, however, a member’s term shall continue until such appointment is made. No person shall serve consecutively more than two full terms. An individual appointed to a two-year term shall be deemed to have served a full term. 2. Residency Requirements. Members of the Planning Commission shall be residents of the County. Prior to any change in residency, members shall notify the Clerk to the Council or Board of the prospective change and the date of the move. A member who ceases to be a resident of the Person-Roxboro City/County Planning Jurisdiction shall become disqualified immediately upon the change in residency, and the governing body that made the appointment shall be notified. Changes of residency within the County may result in replacement by the governing body that made the appointment. 3. Voting Conflicts. Commission members shall follow state statutory requirements regarding voting when there are conflicts of interest. 4. Attendance. Members shall attend at least seventy-five (75) percent of the total number of regular meetings of the Planning Commission during any twelve (12) month period, except for excused absence due to illness or other extraordinary circumstances. The Planning Commission shall establish, within its Rules of Procedure, conditions that constitute an excused absence, and the case-by-case application of those rules shall be the duty of the Chairperson of the Planning Commission. The Chairperson shall immediately report to the appropriate governing body the failure of any member appointed by said governing body to meet said 39 3 attendance standard, and the appropriate governing body may then remove said member from the Planning Commission. 5. Compensation. Members shall receive such compensation and reimbursement, if any, for expenses as the governing bodies may prescribe. D. Operating Procedures The Planning Commission shall elect its own officers in a manner prescribed in its Rules of Procedure. Further, the Planning Commission shall comply with the following: 1. The officers of the Planning Commission shall be a Chairperson and Vice Chairperson, one of who shall be a City appointee and one of whom shall be a County appointee. The positions shall alternate between a City appointee and a County appointee at least every two years. 2. The Planning Commission shall adopt rules of procedure for the transaction of its business. Such rules shall be consistent with applicable laws, ordinances and regulations and shall be filed with the city and county clerks. 3. The Planning Commission shall hold regular monthly meetings, and may hold special meetings. The Chairperson may cancel the regular meeting, acting in concert with the Planning Director, if a determination is made that there is no business to conduct. All meetings shall be open to the public but the Planning Commission may hold appropriate closed sessions when allowed or required by law. 4. The Planning Commission may invite and receive suggestions from the public concerning any and all matters within the scope of its duties. 5. The Planning Commission shall keep minutes, which shall record all actions taken by it. Such minutes shall be public records, when required by law. 6. The Planning Commission shall adopt policies and procedures encouraging broad public input on all plans and programs for which the Planning Commission has review responsibility. E. Voting 1. Quorum. A quorum for the Planning Commission shall consist of four (4) eligible voting members present. 2. Conflicts of Interest. Members may be disqualified from voting for conflicts of interest as determined under State statute. The procedures for recusal and for determining potential or actual conflicts of interest shall be as provided in the Commission’s Rules of Procedure. 3. Duty to Vote. A member of the Planning Commission must vote unless the member has a conflict of interest or other good cause. The Commission’s Rules of Procedure shall address the process by which members may be excused from voting. 40 4 4. Votes Required for Action. Actions of the Planning Commission shall require a simple majority vote of those present and voting, a quorum being present. A tie vote shall be considered as a recommendation to deny the zoning change requested. A party requesting a zoning change and receiving a tie vote, may ask for a re-hearing at the next scheduled Planning Commission meeting. F. Powers and Functions of the Planning Commission 1. For the purpose of fulfilling its role as contemplated by this agreement, the Planning Commission is hereby designated as a planning board pursuant to G.S. 153A-344 and G.S. 160A-383 The Commission may also take on any other planning related functions as delegated, in writing, by the governing bodies. 2. Pursuant to Article 19 Chapter 160A and Article 18 Chapter 153A of the North Carolina General Statutes, the Planning Commission shall have, among other duties, the following duties: a. Propose and review policies and procedures for encouraging broad public input on all comprehensive, area, sub-area, neighborhood and functional plans. b. Review reports of committees it has appointed, or of other commissions or agencies making recommendations in the area of land use or planning. c. Review and make recommendations on plans, including land use, transportation, and capital improvements plans, planning policy and planning implementation actions. Such review and recommendations shall be transmitted to the appropriate governing bodies for consideration during their deliberation. d. Advise and cooperate with units of local government, State government or Federal government on any matter within the Planning Commission’s powers and duties. e Review and make recommendations to the appropriate governing body concerning re-zonings and comprehensive plan changes related to such re- zonings, and proposed text changes to the ordinances. f. Serve if requested by either governing body or if required by ordinance, as ex officio members on other appointive boards, commissions or committees. g. Carry out such additional duties as may from time to time be given or directed by either governing body, so long as no conflict exists between the City and County concerning work priorities or use of resources. In such a case where a conflict exists, the Joint City-County Planning Committee shall work out a resolution to the conflict sufficient for the Governing Bodies to agree upon. 41 5 SECTION III. BOARD OF ADJUSTMENT A. Establishment of the Board of Adjustment (BOA) There is hereby established a joint BOA which shall exercise all the powers and duties authorized under G.S. 160A-381, G.S. 160A-388, G.S. 153A-340, and G.S. 153A-345, all local enabling legislation adopted by either party. B. Structure of BOA; Appointments by Governing Bodies 1. Composition. The Joint BOA shall consist of seven (7) members and two (2) alternates; of whom the Board shall appoint four (4) members and one (1) alternate and the Council shall appoint three (3) members and one (1) alternate. The four (4) persons appointed by the City shall be appointed for three (3) year staggered terms by the Council. The five (5) appointed by the County shall be appointed for three (3) year staggered terms by the Board. Initially, one person shall be appointed for a one year term, one person for a two year term and one (or 2 in the case of the county) for a three year term. Thereafter all appointments shall be for a three year term. 2. Vacancies and Removal. Upon resignation, permanent disqualification or removal of any member of the BOA, an alternate appointed by the governing body that made the original appointment shall fill the subsequent vacancy in that position for the remainder of the previous member’s term. C. BOA Membership 1. General/Term. The term of office of members of the BOA shall be three (3) years, except where a member is replacing a member whose term has not ended, and shall expire on June 30 of the final year of membership. Members shall receive such compensation and reimbursement of expenses as the governing bodies may prescribe. 2. Membership Requirements. Members of the BOA shall be residents of the County and shall be subject to the following conditions: a. Residency. A member or alternate who ceases to be a resident of the Person-Roxboro Planning Jurisdiction shall be immediately disqualified from membership upon the change of residency and shall resign from the BOA upon such change. c. Attendance. Members shall attend at least seventy-five (75) percent of the total number of regular meetings of the BOA as further prescribed in the BOA’s Rules of Procedures, and may be removed by the appointing governing body for failure to meet this standard. D. Operation of the BOA 1. The officers of the BOA shall be a Chairperson and Vice Chairperson, one of whom shall be a City appointee and one of whom shall be a County appointee. The positions shall alternate between a City appointee and a County appointee at 42 6 least every two years. They shall be elected by the BOA in accordance with its Rules of Procedure and shall have such duties as prescribed in the Rules of Procedure. The Board of Adjustment shall hold meetings as needed. 2. The BOA shall adopt Rules of Procedure concerning the conduct of the business of the BOA and other necessary matters. Votes required to approve matters before the BOA shall be as provided by General Statute, special legislation, ordinances, and such Rules 3. The BOA shall be subject to applicable state statutes regarding conflicts of interest in voting. E. Legal Representation and Liability The City Attorney’s Office and County Attorney’s Office shall provide legal support and representation for the BOA on issues arising from actions taken within and on behalf of their respective jurisdictions and for issues that arise before the BOA involving the respective jurisdictions. The City shall be liable for judgments rendered against the City and for actions within the City and the County shall be liable for judgments against the County and for actions outside the City. When both the City and the County are named in any action against the BOA or neither jurisdiction is named but the BOA itself is named, the jurisdiction on whose behalf the contested action was taken shall be responsible for defense and payment, if any, of the claim, and, where necessary, shall cooperate in allowing dismissal of the other jurisdiction. In any action, the offices of the City and County Attorney shall only be responsible for representing their respective jurisdictions, and the BOA actions involving their jurisdictions. SECTION IV. ADMINISTRATION A. Establishment of Person-Roxboro Planning Department. There is hereby established the Person-Roxboro Planning Department, which shall consist of the Director and such subordinate employees as may be funded in the Annual Budget. The Planning Department is designated as the administrative body for performing the professional planning functions and providing information, reports, and recommendations to the Planning Commission, City and County Managers and governing bodies. B. Responsibility of Department/Selection of Director/Responsibilities. The Planning Department shall provide such management, regulatory, administrative, and support services as are required or provided for under the approved Work Program and Annual Budget. 1. Director. The administrative head of the Planning Department shall be the Planning Director. The process for the appointment, evaluation and termination of the Planning Director shall be as follows: a. Appointment of the Planning Director. The City Manager and the County Manager, acting in concert, shall appoint the Planning Director. b. Evaluation and Supervision of Director. The City and County Managers shall meet at least annually with the Director to evaluate the performance of the Director. 43 7 c. Termination of Director. The Planning Director may be terminated by the City Manager and County Manager, acting in concert. 2. Duties of Director. Pursuant to and consistent with City and County Planning Documents, county evaluation system, Annual Budgets, the Planning Director shall perform the following duties: a. Appoint, reappoint, assign and reassign all subordinate employees of the Agency and prescribe their duties; b. Coordinate the activities of the Agency in its functions with other local, State and Federal agencies; c. Represent the Planning Department, Planning Commission, City or County Manager, or governing bodies, before any agency or local government, the State, any other State or the United States with respect to: i. Functions, analysis or recommendations of the Planning Department; ii. Adopted policies of the Planning Commission or Governing Bodies; iii. Other matters as may be directed to the Planning Director from time to time by the City or County Managers, or the Governing Bodies. d. Prepare and submit to the City and County Managers the Department’s Annual Budget for each governmental entity. The Planning Director will prepare revisions to the Annual Budget, as needed for subsequent action by the City and/or County Manager(s) or the Council or Board, as may be required. e. Perform professional planning duties as administrative head of the Planning Department, including but not limited to the following: i. Meet with City and County officials and discuss planning issues, including the development of capital improvement and infrastructure plans, and the development of policy options in response to those issues; ii. Meet and discuss with City and County departments and other public agencies or private groups planning programs in process, under consideration, or established as community objectives. iii. Meet and consult with individuals and groups affected by planning issues, programs, and activities, in order to encourage citizen participation in the planning process; 44 8 iv. Advise the City and County Managers concerning planning issues and activities of City or County government, which have planning implications; v. Provide management, leadership, and oversight for all planning and implementation activities of the Planning Department; vi. Facilitate the understanding of planning issues and processes by the Planning Commission, City and County governmental agencies and general public. vii. Perform such other duties as may be prescribed by the governing bodies or City or County Managers, or which may be required to carry out the terms of this Agreement f. Regularly advise the Planning Commission, City and County Managers and governing bodies concerning the activities and program progress of the Person-Roxboro Planning Department. C. Applicable Policies and Procedures for Employees 1. Joint Employees. The Planning Department staff shall be considered joint City/County employees. 2. Policies. In order to facilitate administration of the department, the Planning Director shall follow the personnel procedures of the City. The personnel procedures of the County shall be followed by the Planner and Planning Technician positions. D. The budget and financial procedures of the County shall be followed by the Planning Department. E. The County shall continue to own and operate the real property where the joint Planning Department is located. If additional property is purchased and subsequently disposed of, the proceeds of the sale of any jointly purchased property shall revert to the City and County in the same proportion as each contributed to the initial purchase of the property. G. Budget; Beginning with the FY 13-14 budget, the Planning Director shall prepare and submit the proposed Annual Budget to the City and County Managers. The total budget for the department will consist of the cumulative total of the City and County budget allocation. The Planning Director will prepare a budget request for the City and County’s budget process to address the specific funding priorities for each entity. Expenditures will be credited to the proper Finance Department for payment processing. The Planning Director will also be responsible for coordinating the City and County Managers on any budgetary concerns that may arise. The City and County Manager will meet to discuss the department’s budget as needed to address any concerns or future goals. H. Method of Funding; Reimbursement of Budget Expenses 1. The expenses of the departmental salaries shall be apportioned as follows: Planning Director – 70% from City funds/30% from County funds County Planner – 100% from County funds 45 9 Planning Technician – 50% from City funds/50% from County funds 2. The Planning Director’s salary shall be paid by the City. The County Planner and Planning Technician’s salaries shall be paid by the County. These expenses shall be apportioned as stated in item 1 of this section. It is the understanding of all parties that the apportioned salaries for the department as outlined in item 1 of this section are cost neutral to both parties. The Finance Directors for the City and County will review the salaries and allocation percentages in Item 1 annually to verify this continuing neutrality of cost. Should a discrepancy greater than $1,000 annually occur through raises, promotions, reclassification or any other means, the Managers shall review and adjust the budgets or contract accordingly. The only exceptions to this will be through lapsed salaries that occur during the filling of a vacant position. I. Legal Representation and Liability The City Attorney’s Office and County Attorney’s Office, respectively, shall provide legal support and representation for the Planning Department and its employees on issues arising from actions taken within and on behalf of their respective jurisdictions and for issues that arise before the various commissions, agencies, and programs that are staffed and directly supported by the Planning Department. Legal support and compensation for claims against Planning Department employees shall be in accordance with the adopted policies and procedures of the respective jurisdiction regarding defense of employees and payment of claims. The City shall be liable for judgments rendered against the City and the County shall be liable for judgments against the County. When both the City and the County are named in any action against the Planning Department and/or an employee or neither jurisdiction is named but the Planning Department itself is named, the jurisdiction on whose behalf the contested action was taken shall be responsible for defense of the claim, consistent with the policies identified above, and, where necessary, shall cooperate in allowing dismissal of the other jurisdiction. In any action, the offices of the City and County Attorney shall only be responsible for representing their respective jurisdictions, and for Department employees acting on behalf of their jurisdictions, as detailed above, and shall not be responsible for representation of the other jurisdiction. SECTION V. GENERAL TERMS OF AGREEMENT A. This Agreement may be amended from time to time upon mutual consent of the Governing Bodies expressed in writing. The Governing Bodies shall review this Agreement at least once every three (3) years. B. It is the intent of the City and County under this Agreement for the City to exercise no planning or zoning authority within an Extraterritorial Area (ETA). C. Either the City or County may terminate this Agreement for any reason as follows: 1. Termination: This Agreement can only be terminated as of the beginning of any fiscal year, except as provided under paragraph 2, below. Notice to terminate must be given in writing to the other party on or before January 1 immediately preceding the proposed July 1 termination date. 2. This Agreement may also be terminated by either party upon thirty (30) days prior written notice to the other party in the event the City and County are unable to agree upon an Annual Budget. 3. The agreement shall have an effective date of July 1, 2013. 46 10 IN WITNESS WHEREOF, the parties have authorized this Agreement to be executed and attested by their undersigned officers, to be effective from and after the date written above. CITY OF ROXBORO MAYOR ATTEST: City Clerk COUNTY OF PERSON BOARD CHAIRMAN ATTEST: County Clerk This instrument has been pre-audited in the manner required by the local government budget and fiscal control act. Person County Finance Director City of Roxboro Finance Officer 47 48 49 PROCLAMATION BY Person County Board of Commissioners On THE WEEK OF THE YOUNG CHILD WHEREAS, the Person County Partnership for Children and other local organizations, in conjunction with the National Association for the Education of Young Children, are celebrating the WEEK OF THE YOUNG CHILD April 14-20th, 2013; and WHEREAS, by calling attention to the need for high-quality early childhood services for all children and families within our community/state, these groups hope to improve the quality and availability of such services; and WHEREAS, the future of Person County depends on the quality of the early childhood experiences provided to young children today. NOW THEREFORE, the Person County Board of Commissioners does hereby proclaim the week of April 14-20th, 2013 as THE WEEK OF THE YOUNG CHILD in Person County and urge all citizens to recognize and support the needs of young children in Person County. Adopted this, the 1st day of April, 2013. ____________________________________ Jimmy B. Clayton, Chairman Person County Board of Commissioners Attest: ____________________________________ Brenda B. Reaves, NCCCC, CMC Clerk to the Board 50 AGENDA ABSTRACT Meeting date: April 1, 2013 Agenda Title: Recommended Capital Improvement Plan (CIP) for FY 2014-2018 Summary of Information: The CIP is a planning tool for implementing large, capital projects. The CIP includes projects costing $50,000 or greater from county departments, PCC and Person County Schools. The funding schedule on pages 11-13 outlines the projects and the project costs anticipated for funding during FY14 to FY18. The CIP is scheduled to be adopted at the Board’s meeting on April 29, 2013. If necessary, the BOC may choose to discuss the CIP again on April 15th at 4:00 pm before the joint meeting with the School Board at 6:00 pm. Recommended Action: Discuss the CIP and provide staff with feedback. Direct staff whether to schedule time on April 15th for further discussion. Submitted By: Heidi York, County Manager and Amy Wehrenberg, Finance Director 51 Person County, North Carolina Person County Capital Improvement Plan FY 2014-2018 Recommended Heidi York, County Manager Sybil Tate, Assistant County Manager Amy Wehrenberg, Finance Director April 1, 2013 52 53 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 Summary of Completed Projects for FY 2013 .......................................................5 Status of Ongoing Projects for FY 2013 ................................................................6 Recommended Projects (By Year) .................................................................... 7-8 Projects Not Recommended ........................................................................... 9-10 Funding Schedule ......................................................................................... 11-13 Set Aside Funds for Future Years ....................................................................... 14 Graph-Revenue Sources ..................................................................................... 15 Graph-Projects by Function ................................................................................. 16 Graph-Projects by Type ...................................................................................... 17 Person County’s Debt Service ...................................................................... 18-20 Future Debt Service Payments ........................................................................... 21 54 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 1, 2013 Dear Person County Board of County Commissioners: I am pleased to present Person County’s Fiscal Year 2014-2018 Capital Improvement Plan (CIP). This is an important planning tool for our County and is intended to reflect the priorities of the Board of County Commissioners in terms of capital needs and spending over the next five years. The most critical capital needs are determined while taking into account the fiscal and logistical constraints facing Person County. This plan identifies the anticipated funding sources needed to meet these priorities. Although the projects in this Plan span the next five years, the fiscal effects extend far beyond. Therefore, the full array of funding sources needed to support the project as well as potential impacts to future operating budgets are presented as well. The development of this plan is based on the economic and fiscal climate in which we find ourselves. While revenues are in a slow recovery, the Board of Commissioners has stated their desire to be prudent with County Fund Balance; a primary funding source for capital projects. The last three years have seen a tremendous reliance on Fund Balance as we focused on long overdue deferred maintenance needs. This use of Fund Balance caused a planned and targeted decline of our Unanticipated Fund Balance reserves. The upcoming Fiscal Year 13-14 reduces the appropriation of fund balance to approximately half of the current year’s appropriation. While the projects and spending have not been scaled back, the funding sources have shifted to reflect the directive of the Board of Commissioners. This plan incorporates the needs of our partner agencies- the Person County Schools and Piedmont Community College (PCC) as well, given that counties are statutorily responsible for the provision of educational facilities. In fact, 46% of all CIP projects are for education. This proactive approach to tackling major deferred maintenance needs for the facilities of all three entities has allowed us to manage the scope and timing of these costly projects. Person County is in its third year of implementing a comprehensive roofing needs assessment. In addition to roofing repairs and replacements, some highlights of our progress during the current Fiscal Year 2012-2013 include: the completion of a feasibility study for a potential multi-jurisdictional business and industrial park with Durham County; improved energy efficiency through a lighting replacement project at the Person County Office Building and Library; paved access to Animal Services as well as paving at PCC, Person High School, and Southern Middle School; paving and repair of county walking tracks and the tracks at Person High and Southern Middle Schools; purchasing and installation of a new financial and human resources software system; completion of the engineering feasibility study for the Recreation and Senior Center; and painting of the Detention Center. Page 1 55 This updated FY 2014-2018 CIP continues to implement the roofing repairs and replacements targeted as the most critical by our study and begins to implement the first phase of a new windows replacement study, primarily for the Person County School facilities. Other major projects that will commence in FY14 include the construction of the Recreation and Senior Center, estimated at approximately $4 million to be financed along with three roofing projects; launching a new paperless document management system as an efficiency and space solution for managing paper storage and retention needs of county government; the development of a new public safety and emergency services satellite facility to be housed at the Old Helena School site; and the installation of $100,000 worth of new security equipment at all traditional public schools. An important element of this CIP is a debt analysis summary, as well as a table and graph showing the future debt service levels for Person County Government. Comparing Person County’s debt service levels with a state-wide average as well as counties benchmarked with our population size indicates that our debt is well below those averages. The spreadsheets and graph illustrate Person County’s ability to take on additional debt payments in the future. This information reveals that debt service payments take a precipitous drop in Fiscal Year 2016 even with the proposed financing of the Recreation and Senior Center and roofing projects in Fiscal Year 2014. This sharp drop in debt service is one indicator that is not viewed favorably by financial analysts and bond rating agencies who recommend a steady level of debt with little deviation in either direction. Sharp changes can signal poor planning on a county’s behalf and suggest inefficient use of financing tools. This along with the availability of historically low interest rates is something that needs to be considered as projects are evaluated within this CIP. 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 on an annual basis, 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 financially responsible in its service delivery and future operations. This Capital Improvement Plan is indicative of our commitment to provide residents with 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 County Commissioners and our community as we implement the Fiscal Year 2014- 2018 Capital Improvement Plan. Sincerely, Heidi N. York County Manager Page 2 56 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 57 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? Strategic Plan · How does this project fit into the Person County Futures plan? 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 58 Person County, North Carolina Capital Improvement Plan Summary of Completed Projects for FY 2013 Person County Government: Kirby roofing - $90,731 Olive Hill gym roofing - $135,466 Airport Pumphouse roofing - $13,500 Energy Lighting Project at PCOB and Library - $174,267 Huck Sansbury roofing - $208,663 Animal Services Paving - $81,315 Recreation and Senior Center Engineering Study - $23,000 Painting at LEC Detention Center - $30,700 Piedmont Community College: PCC paving and expansion of parking lots - $106,875 Public Schools: Southern Middle School roofing - $1,275 Early Intervention roofing - $108 Learning Academy roofing - $38,417 Page 5 59 Person County, North Carolina Capital Improvement Plan Status of Ongoing Projects for FY 2013 Person County Government: Courthouse Renovation and Roofing Projects ($5,446,000) – This project is 99% complete. The remaining project will cost approximately $75,000 and will pay for an electrical upgrade that will bring the entire electrical system up to code. Multi-Jurisdictional Industrial Park ($155,000) – This is a joint endeavor with Durham County that is underway. The first phase of the feasibility study was completed in April 2012. The remaining cost is included in the Economic Development operating budget and will cover site selection, site-certification and creation of a non-profit to manage the park. Walking Track paving and repair ($65,000) – Weather has delayed this project. Tracks included are Hurdle Mills, Olive Hill, Bushy Fork, Helena, Mt. Tirzah, Bethel Hill, and Allensville. The paving/repair of Huck Sansbury track has been postponed to be included in the Recreation and Senior Center Project. Completed to date: Hurdle Mills, Bushy Fork, and Olive Hill. Anticipated completion date of the remaining tracks is April 2013. PCOB roofing ($412,708) – Engineering has been completed. Bidding will occur in late March. Bushy Fork gym roofing ($134,696) – This project can be completed quickly and will be finished by the end of FY13. LEC HVAC controls ($170,000) – Over 50% complete and will be completed by mid to late April. Accounting & HR Software Package ($290,000) – Finance records have been converted to the new software and departments are now using the Munis system for Finance-related documents. The HR software rollout is underway and anticipated for completion in May 2013. Public Schools: Exterior wall waterproofing at PHS ($250,000) – The waterproofing is 10% complete and will be finished during the summer of 2013. Paving at Person High and Southern Middle ($150,000) – Expected completion is summer of 2013. North End Elementary roofing ($577,646) – Bids will be received in April 2013. Replacement of cooling tower at Person High ($60,000) – Bids have been received and are higher than expected. Paving tracks at Person High and Southern Middle School ($200,000) – Expected completion is summer of 2013. Southern Middle and Person High School roofing ($3,082,538) – Southern Middle School roofing is over 50% complete and should be completed by May 2013. Person High School roofing has not started, but is expected to be complete in fall of 2013. The re-roofing costs for these two schools were funded with loan proceeds, and includes a 100% federal interest credit through an approved Qualified School Construction Bond (QSCB). Page 6 60 Person County Capital Improvement Plan FY 2014-2018 Recommended Projects YEAR DEPT PROJECT TITLE TOTAL COST PROJECT DESCRIPTION 2014 IT Paperless Document Management System 177,471 This project will allow the county to store and manage documents more efficiently. We anticipate operating savings from this project due to a reduction in staff time over the long-term. General Services New roof - Huck Sansbury 293,068 As recommended in the Roofing Study. This cost will be included in the financing for the Rec/Senior Center. General Services New roof-Kirby Civic Auditorium (Phase 2)342,273 As recommended in the Roofing Study. General Services Boiler Replacement - PCOB 108,700 The Person County Office Building boiler is over 40 years old and is in need of replacement. It has become unreliable and costly to repair and maintain. A new boiler will be more reliable and efficient. EMS/Sheriff Public Safety Southern Satellite Facility 181,725 In an effort to reduce response times to the southern end of the county and provide oversight of the Old Helena School building, EMS and the Sheriff's Office will locate a satellite base on the Old Helena School Building property. Rec, Arts & Parks Senior/Rec Center - Huck Sansbury 3,877,000 Construct a Senior Center and recreation facility at the Huck Sansbury location. This item will be financed. Rec, Arts & Parks Senior/Rec Center - Huck Sansbury, contingency 387,000 A 10% contingency is recommended for the Senior/Rec Center construction. PCC Campus wide fire alarm system 60,000 Fire inspections staff found that some buildings were inadequately wired. Upgrading the system will provide greater safety for the students and faculty and provide greater property protection at night when the facility is vacant. Public Schools New roof - Person County High School (Phase 2)537,659 As recommended in the Roofing Study. This cost will be included in the financing for the Rec/Senior Center. Public Schools New roof-Early Intervention 180,999 As recommended in the Roofing Study. Public Schools Window replacement - Oak Lane Elementary 178,600 As recommended in the Window Study. Public Schools Security equipment at all schools 99,122 Includes placing an electronic lock and intercom system for the front entrance at each school, a front door camera for each school, and keypad locks for exterior doors between buildings. 2015 General Services New roof - EMS 125,659 As recommended in the Roofing Study. General Services Replace carpet and tile - PCOB (Phase 1)55,000 The third floor costs have been moved to the operating budget, since it did not meet the $50,000 threshold. The remaining two floors will be completed over two years. A solution has been developed that will not require removal of carpet, tile, and glue. Rec, Arts & Parks Senior/Rec Center furniture and equipment 500,000 The cost of furniture and equipment for the Senior/Rec Center, which may be paid for by a PARTF grant. Elections Voting equipment (Phase 1)177,650 Includes purchasing E-pollbooks, tabulators, and AutoMark machines. E-pollbooks are needed for the 2016 election. The tabulators and the AutoMark machines are needed in 2017. PCC Campus Sidewalks Upgrades 80,000 Existing sidewalks are hazardous due to breaks and uneveness from tree growth. Public Schools New Roof- Earl Bradsher 563,411 As recommended in the Roofing Study. Public Schools Window Replacements - Woodland 180,500 As recommended in the Window Study. Public Schools Fire alarm replacements - NMS 135,000 Current fire alarms are not adequately covering the school and are recommended to be replaced by the PC Fire Inspector. Public Schools Fire alarm replacements - SMS 175,000 Current fire alarms are not adequately covering the school and are recommended to be replaced by the PC Fire Inspector. 2016 General Services Replace carpet and tile - PCOB (Phase 2)55,000 The third floor costs have been moved to the operating budget, since it did not meet the $50,000 threshold. The remaining two floors will be completed over two years. A solution has been developed that will not require removal of carpet, tile, and glue. General Services Window Replacements - PCOB 216,480 As recommended in the Window Study. Airport Construct an additional hangar 800,000 The Airport Commission has recommended construction of an additional hangar. Elections Voting equipment (Phase 2)132,650 Includes purchasing E-pollbooks, tabulators, and AutoMark machines. E-pollbooks are needed for the 2016 election. The tabulators and the AutoMark machines are needed in 2017. Page 7 61 Person County Capital Improvement Plan FY 2014-2018 Recommended Projects YEAR DEPT PROJECT TITLE TOTAL COST PROJECT DESCRIPTION PCC New Roof - D Building 180,559 As recommended in the Roofing Study. PCC Upgrade Campus-wide HVAC 100,000 HVAC controllers are outdated and have become expensive to repair. New controllers are cheaper to maintain and user-friendly. Public Schools New roof - VFW 69,781 As recommended in the Roofing Study. Public Schools Window Replacements - North End Elementary 176,280 As recommended in the Window Study. Public Schools Asphalt replacement in bus parking lot-PHS 80,000 Many areas in the bus parking lot have deteriorated, allowing water to run across pavement, causing freeze and thaw issues. Public Schools Replace HVAC controllers (at 10 schools) 97,000 HVAC controllers are outdated and have become expensive to repair. New controllers are cheaper to maintain and user-friendly. Public Schools Replace rooftop units - NMS (1st unit)65,000 Three units are at the end of their life. Failure is likely according to a professional evaluation. One unit replaced annually. 2017 General Services Improvements to Old Helena School 2,598,548 Upgrade the old Helena school in order to make the facility a usable space. This cost will cover bringing the facility up to code. This cost will be financed. General Services New roof - Helena Elementary School 1,014,031 As recommended in the Roofing Study. These costs will be included in the financing for the Old Helena School Improvements. General Services New roof-Board of Elections/IT 143,047 As recommended in the Roofing Study. These costs will be included in the financing for the Old Helena School Improvements. General Services Old Helena School - contingency 265,000 Contingency for Old Helena School improvements. PCC Upgrade Campus-wide HVAC 100,000 The existing HVAC system is expensive to repair and inefficient. PCC New Roof - L Building 115,113 As recommended in the Roofing Study. Included in financing for Old Helena School Improvements. Public Schools New roof - PHS 46,158 As recommended in the Roofing Study. Public Schools Replace roof top units- NMS (2nd unit)67,500 Three units are at the end of their life. Failure is likely according to a professional evaluation. One unit replaced annually. Public Schools New Roof - School Maintenance 284,164 As recommended in the Roofing Study. Included in financing for Old Helena School Improvements. Public Schools New Roof - South Elementary 290,664 As recommended in the Roofing Study. Included in financing for Old Helena School Improvements. Public Schools New Roof - North End 215,686 As recommended in the Roofing Study. Included in financing for Old Helena School Improvements. Public Schools New Roof - Oak Lane 244,706 As recommended in the Roofing Study. Included in financing for Old Helena School Improvements. Public Schools New Roof - North Elementary 258,858 As recommended in the Roofing Study. Included in financing for Old Helena School Improvements. Public Schools New Roof - Woodland 155,183 As recommended in the Roofing Study. Included in financing for Old Helena School Improvements. Public Schools Window Replacements - Earl Bradsher 233,440 As recommended in the Window Study. Public Schools Window Replacements - South Elementary 161,880 As recommended in the Window Study. 2018 General Services New roof - Bushy Fork Park 68,657 As recommended in the Roofing Study. PCC Construct covered walkways 205,000 Construct a covered walkway from Building A to Building S. Public Schools Replace rooftop units - NMS (3rd unit)70,000 Three units are at the end of their life. Failure is likely according to a professional evaluation. One unit replaced annually. Public Schools New Roof - Southern Middle 53,074 As recommended in the Roofing Study. Public Schools Window Replacements - North Elementary 168,840 As recommended in the Window Study. Public Schools Window Replacements - PHS 320,800 As recommended in the Window Study. Page 8 62 Person County Capital Improvement Plan FY 2014-2018 Projects Not Recommended DEPT PROJECT TITLE TOTAL COST PROJECT DESCRIPTION/REASON FOR NOT RECOMMENDING Tax Pictometry 50,000 Pictometry provides oblique aerial images that have greater detail than ortho-photograhy. Pictometry reduces the cost of visting properties significantly, therefore reducing tax office staff time and fuel costs. This project can be completed using funds from the Revaluation Fund. EMS Garage Re-configuration 62,450 Includes building an exterior garage and renovating the existing garage at the EMS base. Half of these costs would have been used to build an external garage, but since the County Manager is recommending the Public Safety satellite facility, an additional external garage is not needed. The remaining cost of this project (renovation of the existing garage) does not meet the CIP threshold and will be included in the operating budget. Rec, Arts & Parks Playground and Park Improvements 160,000 Includes upgrades and ADA compliance for Longhurst, Allensville, Hurdle Mills, Mt. Tirzah, Bushy Fork, Bethel Hill, Helena and older playgrouns at Mayo Park.The cost for this project has been moved to the operating budget, as these are recurring costs that should be maintained regularly. Rec, Arts & Parks Olive Hill Restroom Project 50,000 Includes construction of outdoor restrooms at Olive Hill. Not recommended at this time. Rec, Arts & Parks Solar Lights on Walking Tracks 260,000 Installation of solar lights on all walking tracks. Turning on existing lights is a much cheaper option than replacing the lights with solar lights. The cost of turning on lights does not meet the $50,000 CIP threshold and will be included in the operating budget. Rec, Arts & Parks Outdoor Multi-Purpose Courts 60,000 Includes additional multi-use courts at Olive Hill, Allensville, Hurdle Mills, Bushy Fork and Bethel Hill. The Senior/Rec Center will provide additional recreational opportunities, so this project is not needed at this time. Rec, Arts & Parks New Park Location (Critcher- Wilkerson)150,000 Includes construction of multi-purpose fields at Critcher- Wilkerson. The Senior/Rec Center will provide additional recreational opportunities, so this project is not needed at this time. Rec, Arts & Parks Renovate Old Landfill into Park/Green space 53,000 Renovate the old landfill for hiking, biking and open space. The Senior/Rec Center will provide additional recreational opportunities, so this project is not needed at this time. Rec, Arts & Parks Kirby Auditorium - second floor renovation 64,000 Includes cost of installing an elevator to access the second floor of the Kirby. Since fundraising efforts are still in progress for the second floor of the Kirby, this project is not recommended at this time. Rec, Arts & Parks Kirby Auditorium seating 75,000 Includes replacement of seating for the Kirby Theater. Not recommended at this time. Rec, Arts & Parks Kirby Auditorium carpet 69,000 Includes replacement of carpet in the theater area. Not recommended at this time. Rec, Arts & Parks Gym restorations 65,000 Includes painting, floor restoration, new fixtures, and bathroom upgrades to meet ADA standards. These are ongoing maintenance costs and have been moved to the operating budget. Rec, Arts & Parks Score Board Replacements and Repairs 55,000 Includes replacing and upgrading scoreboards at all recreational locations. These are ongoing maintenance costs and have been moved to the operating budget. PCC Allied Health Building 9,025,000 Includes construction of a new Allied Health facility on PCC's campus. More information is needed to determine the feasibility of this project. Page 9 63 Person County Capital Improvement Plan FY 2014-2018 Projects Not Recommended DEPT PROJECT TITLE TOTAL COST PROJECT DESCRIPTION/REASON FOR NOT RECOMMENDING PCC Upgrade dining facility 52,500 Includes purchasing equipment that would expand food offerings to students and staff. Not recommended at this time. PCC Bookstore expansion 60,000 Includes furnishings and shelving for the new PCC bookstore. Not recommended at this time. PCC Architectural Plans for Building A Upgrade 75,000 This study would include renovation and expansion of Building A that would allow for additional office and meeting space. Not recommended at this time. PCC Architectural Plans for Building D Upgrade (Barnette Auditorium)75,000 Includes updated lighting, HVAC, seating, desks and new finishes. Not recommended at this time. PCC Architectural Plans for Upgrade of BDEC 75,000 Includes renovation of the upstairs of the BDEC building to incorporate the Work Force Development Training Center, in the event that it is displaced by the new Senior/Rec Center. A space needs study may be a more economical approach to relocating the WFDTC. PCC Furniture & Fixture for Allied Health building 600,000 Includes furnishings and fixtures for the Allied Health Building. Since the Allied Health Building is not included in this CIP, neither is this project. EDC Person County Commerce Shell Building 3,000,000 Includes purchasing land and constructing a 100,000 sq ft. shell building in Person County that can be expanded to 200,000 sq ft. for economic development purposes. A shell building will attract businesses that are looking for a new location. The building may or may not be the building that is ultimately selected for use; however, it is the mechanism for attracting new investment to Person County. Not recommended because the Force Protection buildng is vacant and can be used to show prospective businesses. PI/Materials Recovery Facility Purchase MRF Building and renovate 2,200,000 Includes purchasing land and a building to house both Person Industries and the MRF. Combining both entities in one building will result in efficiencies and provide the room to grow as recycling tonnage increases. Not recommended because more detailed information is needed on the actual cost of combining the facilities. Public Schools Classroom conversion - PHS 100,000 Convert old metal shop to classroom space. Metals program is no longer in existence and space is needed for normal classroom use. Delayed due to cost of implementing roofing and windows studies. Public Schools VCT Floor Tile replacement - Earl Bradsher 250,000 Replace floor tiles that are original from the 1950's. Delayed due to cost of implementing roofing and window studies. Public Schools Stadium restrooms - PHS 500,000 Restrooms are not readily accessible to the public. Handicap access is also not available. Delayed due to cost of implementing roofing and window studies. Public Schools Chiller replacement - PHS 285,000 Chiller is at least 23 years old. Delayed due to cost of implementing roofing and window studies. Public Schools Construction of Maintenance Facility 1,500,000 New maintenance facility to replace existing facility that is 60+ years old. Not recommended at this time. Page 10 64 Person County Capital Improvement Plan 2014-18 Recommended - Funding Schedule GF Fund Balance 2,102,482 1,145,685 1,487,220 1,512,750 1,183,978 946,371 8,378,486 CIP Project Fund Balance 256,701 254,545 355,000 460,000 100,000 200,000 1,626,246 Paperless Document Management System- Cost Share from DSS Reimb & City of Roxboro - 20,387 - - - - 20,387 PARTF Grant - Recreation & Senior Center - 353,000 500,000 - - - 853,000 Debt Proceeds - Installment Purchase Financings 3,132,538 5,050,000 - - 5,320,000 - 13,502,538 Total Sources of Revenue:5,491,721 6,823,617 2,342,220 1,972,750 6,603,978 1,146,371 24,380,657 Project Costs for County: Current Year 2012-13 Budget Year 2013-14 Planning Year 2014-15 Planning Year 2015-16 Planning Year 2016-17 Planning Year 2017-18 TOTAL PROJECT COSTS Information Technology: Paperless Document Management System - 177,471 - - - - 177,471 General Services: Paving-driveway & parking lots-Anim Svcs, Pub Works Maintenance & Mayo Park 135,000 - - - - - 135,000 LEC HVAC Controls Retrofit 170,000 - - - - - 170,000 New roof-Olive Hill Gym 19,133 - - - - - 19,133 New roof-PCOB 412,708 - - - - - 412,708 New roof-Huck Sansbury Complex - 293,068 - - - - 293,068 New roof-Kirby Civic Auditorium - 342,273 - - - - 342,273 Boiler Replacement-PCOB - 108,700 - - - - 108,700 New roof-Emergency Medical Services - - 125,659 - - - 125,659 Replace carpet & tile-PCOB - - 55,000 55,000 - - 110,000 Window Replacements-PCOB - - - 216,480 - - 216,480 Improvements to Old Helena Elementary School - - - - 2,598,548 - 2,598,548 New roof-Old Helena Elementary School - - - - 1,014,031 - 1,014,031 New roof-Board of Elections/IT - - - - 143,047 - 143,047 Old Helena School and Roofing Projects- contingency - - - - 265,000 - 265,000 New roof-Bushy Fork Park 134,696 - - - - 68,657 203,353 Elections Voting Equipment - - 177,650 132,650 - - 310,300 Emergency Management Services: Public Safety Southern Satellite Facility - 181,725 - - - - 181,725 Economic Development: Multi-Jurisdictional Industrial Park 45,000 - - - - - 45,000 Finance and Human Resources Accounting Software Package 290,000 - - - - - 290,000 Recreation, Arts & Parks: Walking tracks repaving & repair 65,000 - - - - - 65,000 Recreation and Senior Center Project - 3,877,000 - - - - 3,877,000 Rec and Senior Center Project - contingency - 387,000 - - - - 387,000 Rec and Senior Center Project - furn. & equip.- - 500,000 - - - 500,000 Airport Construction Projects: Additional airport hanger construction - - - 800,000 - - 800,000 Set -asides for future projects - 100,000 350,000 - - 50,000 500,000 Total County Projects 1,271,537 5,467,237 1,208,309 1,204,130 4,020,626 118,657 13,290,496 Sources of Revenue for Project Costs: Current Year 2012-13 Budget Year 2013-14 Planning Year 2014-15 Planning Year 2015-16 Planning Year 2016-17 Planning Year 2017-18 TOTAL REVENUE SOURCES Page 11 65 Person County Capital Improvement Plan 2014-18 Recommended - Funding Schedule Project Costs for PCC: Current Year 2012-13 Budget Year 2013-14 Planning Year 2014-15 Planning Year 2015-16 Planning Year 2016-17 Planning Year 2017-18 TOTAL PROJECT COSTS Piedmont Community College (PCC): Paving and Expansion-Parking Lot 4 100,000 - - - - - 100,000 Campus-wide fire alarm system - 60,000 - - - - 60,000 Campus Sidewalks Upgrade - - 80,000 - - - 80,000 New roof-D Building - - - 180,559 - - 180,559 Upgrade campus-wide HVAC - - - 100,000 100,000 - 200,000 New roof-L Building - - - - 115,113 - 115,113 Construct covered walkways - - - - - 205,000 205,000 Set -asides for future projects - 100,000 - - - - 100,000 Total PCC 100,000 160,000 80,000 280,559 215,113 205,000 1,040,672 Project Costs for Public Schools: Current Year 2012-13 Budget Year 2013-14 Planning Year 2014-15 Planning Year 2015-16 Planning Year 2016-17 Planning Year 2017-18 TOTAL PROJECT COSTS Public Schools: SMS & PHS Roofing-Issuance Costs 50,000 - - - - - 50,000 Replacement of cooling tower-PHS 60,000 - - - - - 60,000 Replace tracks-PHS & SMS 200,000 - - - - - 200,000 Paving-PHS & South Elem 150,000 - - - - - 150,000 New roof-PHS 568,816 537,659 - - 46,158 - 1,152,633 New roof-Early Intervention - 180,999 - - - - 180,999 Window replacements-Oak Lane Elementary - 178,600 - - - - 178,600 Security equipment at all schools - 99,122 - - - - 99,122 New roof-Earl Bradsher - - 563,411 - - - 563,411 Window replacements-Woodland - - 180,500 - - - 180,500 Fire alarm replacement-NMS - - 135,000 - - - 135,000 Fire alarm replacement-SMS - - 175,000 - - - 175,000 New roof-VFW - - - 69,781 - - 69,781 Window replacements-North End Elementary - - - 176,280 - - 176,280 Asphalt replacement in bus parking lot-PHS - - - 80,000 - - 80,000 Replace HVAC controllers (at 10 schools)- - - 97,000 - - 97,000 Replace rooftop units-NMS (1 unit per year)- - - 65,000 67,500 70,000 202,500 New roof-School Maintenance - - - - 284,164 - 284,164 New roof-South Elementary - - - - 290,664 - 290,664 New roof-North End 577,646 - - - 215,686 - 793,332 New roof-Oak Lane - - - - 244,706 - 244,706 New roof-North Elementary - - - - 258,858 - 258,858 New roof-Woodland - - - - 155,183 - 155,183 Window replacements-Earl Bradsher - - - - 233,440 - 233,440 Window replacements-South Elementary - - - - 161,880 - 161,880 New roof-Southern Middle School 2,513,722 - - - - 53,074 2,566,796 Window replacements-North Elementary - - - - - 168,840 168,840 Window replacements-PHS - - - - - 320,800 320,800 Set -asides for future projects - 200,000 - - 410,000 210,000 820,000 Total Public Schools Projects:4,120,184 1,196,380 1,053,911 488,061 2,368,239 822,714 10,049,489 Total Project Costs:5,491,721 6,823,617 2,342,220 1,972,750 6,603,978 1,146,371 24,380,657 Page 12 66 Person County Capital Improvement Plan 2014-18 Recommended - Funding Schedule Sources of Revenue for Operating Impact Costs: Current Year 2012-13 Budget Year 2013-14 Planning Year 2014-15 Planning Year 2015-16 Planning Year 2016-17 Planning Year 2017-18 TOTAL REVENUE SOURCES General Fund Revenues 67,549 540,851 15,903 - 35,410 9,479 669,192 Paperless Doc Mgt: DSS-State Reimbursement - 4,606 4,606 4,606 4,606 4,606 23,030 Paperless Doc Mgt: City of Roxboro Cost Share - 4,000 6,000 8,000 8,000 8,000 34,000 Durham County's Cost Share-Multi Juris Park - 17,500 - - - - 17,500 Recreation and Senior Center: Fees - - 107,305 107,305 107,305 107,305 429,220 Total Sources of Revenue for Operating Impact Costs 67,549 566,957 133,814 119,911 155,321 129,390 1,172,942 Operating Impact Costs: Current Year 2012-13 Budget Year 2013-14 Planning Year 2014-15 Planning Year 2015-16 Planning Year 2016-17 Planning Year 2017-18 TOTAL PROJECT COSTS Paperless Document Management Staff Training - 1,000 1,000 1,000 1,000 - 4,000 Scanning costs - 9,000 20,000 10,000 10,000 - 49,000 Licensing & Maintenance - 29,739 29,739 29,739 29,739 29,739 148,695 Multi-Jurisdictional Park - site certification and formation of non-profit agency - 35,000 - - - - 35,000 Public Safety Southern Satellite Facility Utilities - 7,500 7,500 7,500 7,500 7,500 37,500 Phone lines (fire, fax, phone, cable)- 278 278 278 278 278 1,390 IT maintenance - 3,500 2,500 2,500 2,500 2,500 13,500 Recreation and Senior Center/Huck Sansbury & PHS Roofing Project Personnel/Operating costs - - 237,422 242,170 247,014 251,954 978,560 Debt service impacts with proposed debt 67,549 480,940 (164,625) (1,924,917) (142,710) (162,581) (1,846,344) Total Operating Impact Costs 67,549 566,957 133,814 (1,631,730) 155,321 129,390 (578,699) Note: Items highlighted in blue are projects associated with a debt financing. 2012-13 School Roofing Project (QSCB financing) 2013-14 Recreation and Senior Center Construction and Various Roofing Projects 2016-17 Old Helena School Improvements & Various Roofing Projects Due to the approval by the Department of Public Instruction of a $3.1M Qualified School Construction Bond ("QSCB") issuance in April 2012, the total re-roofing construction of Southern Middle School and a portion of re-roofing for Person High School was approved by the Board in FY 2013. The total QSCB borrowing amount was $3,132,538. The QSCB offers a 100% federal interest credit as part of its intended structure. A debt borrowing is proposed to cover various improvements to Old Helena School and re-roofing projects for the County, PCC and Schools. (Note: A decision will need to be made with respect to the designated use of the Old Helena School to clarify what other improvements may be required to fulfill the needs of the new occupant(s).) This Old Helena improvements are estimated at $2,598,548 and nine re-roofing projects (2-County, 1-PCC, and 6-Schools) for $2,721,452. The total proposed borrowing for these projects is estimated to be $5,320,000. It is recommended to do an installment financing to capture the cost of the recently revised Recreation and Senior Center Project along with the re-roofing of the Huck Sansbury Complex, the Kirby and the rest of Person High School. The engineering contract for the Recreation and Senior Center has been approved for $300,000 and is currently in progress. The engineering study for the roofs has already been completed as part of the latest Roofing Study. The total proposed borrowing for these projects is $5,050,000. Page 13 67 Person County Capital Improvement Plan Recommended - Revenue Sources FY 2014 - 2018 Total % Revenue Sources Description Current Year 2014 2015 2016 2017 2018 Totals % of Total GF Fund Balance 2,102,482 1,145,685 1,487,220 1,512,750 1,183,978 946,371 8,378,486 34.4% CIP Project Fund Balance 256,701 254,545 355,000 460,000 100,000 200,000 1,626,246 6.6% Paperless Document Management System-Cost Shares - 20,387 - - - - 20,387 0.1% PARTF Grant - Recreation & Senior Center - 353,000 500,000 - - - 853,000 3.5% Debt Proceeds - Installment Purchase Financings 3,132,538 5,050,000 - - 5,320,000 - 13,502,538 55.4% Totals 5,491,721 6,823,617 2,342,220 1,972,750 6,603,978 1,146,371 24,380,657 100.0% GF Fund Balance 34.4% CIP Project Fund Balance 6.6% Paperless Document Management System-Cost Shares 0.1% PARTF Grant - Recreation & Senior Center 3.5% Debt Proceeds - Installment Purchase Financings 55.4% Page 14 68 Person County Capital Improvement Plan Recommended - by Function FY 2014 - 2018 Total % CIP Projects by Function Description Current Year 2014 2015 2016 2017 2018 Totals % of Total General Government 1,161,537 1,021,512 358,309 404,130 4,020,626 118,657 7,084,771 29.1% Public Safety - 181,725 - - - - 181,725 0.7% Economic Development 45,000 - - - - - 45,000 0.2% Culture & Recreation 65,000 4,264,000 500,000 - - - 4,829,000 19.8% Transportation (Airport) - - 350,000 800,000 - - 1,150,000 4.7% Education - PCC 100,000 160,000 80,000 280,559 215,113 205,000 1,040,672 4.3% Education - Schools 4,120,184 1,196,380 1,053,911 488,061 2,368,239 822,714 10,049,489 41.2% Totals 5,491,721 6,823,617 2,342,220 1,972,750 6,603,978 1,146,371 24,380,657 100.0% General Government 29.1% Public Safety 0.7% Economic Development 0.2% Culture & Recreation 19.8% Transportation (Airport) 4.7% Education - PCC 4.3% Education - Schools 41.2% Page 15 69 Person County Capital Improvement Plan Recommended - by Type FY 2014 - 2018 Total % CIP Projects by Type Description Current Year 2014 2015 2016 2017 2018 Totals % of Total Roofing 4,276,721 1,353,999 689,070 250,340 2,767,610 121,731 9,459,471 38.8% Construction/Renovation - 4,145,725 - 800,000 2,863,548 205,000 8,014,273 32.9% Equipment Upgrades 520,000 445,293 810,000 439,650 300,150 70,000 2,585,093 10.6% Window Replacements - 178,600 180,500 392,760 395,320 489,640 1,636,820 6.7% Set-Asides - 400,000 350,000 - 410,000 260,000 1,420,000 5.8% Paving 650,000 - 80,000 80,000 - - 810,000 3.3% Engineering/Planning Costs 45,000 300,000 - - - - 345,000 1.4% Other B&G Improvements - - 55,000 55,000 - - 110,000 0.5% Totals 5,491,721 6,823,617 2,164,570 2,017,750 6,736,628 1,146,371 24,380,657 100.0% 38.8% 32.9% 10.6% 6.7% 5.8% 3.3% 1.4% 0.5% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0% Roofing Construction/Renovation Equipment Upgrades Window Replacements Set-Asides Paving Engineering/Planning Costs Other B&G Improvements Page 16 70 Set-Aside Amount Fiscal Year that project is recommended to take place Remaining Amount Current & Prior Years New roof-Kirby Civic Auditorium 209,545$ 2014 132,728$ Replace carpet & tile (PCOB)65,000 2015 & 2016 45,000 Window replacement-Earl Bradsher 100,000 2017 133,440 Total 374,545$ Budget Year 2013-2014 New roof-EMS 100,000$ 2015 25,659$ New roof-Earl Bradsher 200,000 2015 363,411 New roof-D Building (PCC)100,000 2016 80,559 Total 400,000$ Planning Year 2014-2015 Additional airport hanger construction 350,000$ 2016 450,000$ Total 350,000$ Planning Year 2015-2016 (No set asides proposed in this year)-$ Planning Year 2016-2017 Window replacements-PHS 200,000$ 2018 120,800$ New roof-Oak Lane Elementary 100,000 2025 630,943 New roof-Woodland Elementary 110,000 2025 751,261 Total 410,000$ Planning Year 2017-2018 New roof-Inspections 50,000$ 2020 72,365$ New roof-Oak Lane Elementary 100,000 2025 530,943 New roof-Woodland Elementary 110,000 2025 641,261 Total 260,000$ Note: The County has implemented a best practice approach for distributing the costs of capital projects to minimize the impact in any one fiscal year. This is accomplished by incrementally funding expensive projects over multiple fiscal years. The projects listed below are funded through set-aside funds leading up to the year in which the project will be completed, thus reducing the burden in that year. This is a proactive approach to planning and funding future capital needs as well as maximizing cash flow capacity. Set-Aside Funds for Future Years Page 17 71 Person County's Debt Service Current Debt Service Project Description Term Int Rate % Outstanding Balance Last Pyt Fiscal Year 2006 Various Roofing/Paving Re-roofing, paving and repaving certain school, community college and other public facilities; re-floor the gymnasium; construct new tennis courts at Person High School 15 years 3.86% 3,050,364 2021 2007 School Bus Garage/Health Buildings Renovation/PCC Roofing Construction of a bus garage for the Person County Schools administrative unit, re-roofing two classroom building at Piedmont Community College and renovating, equipping and furnishing former Health Department buildings to provide space for other County departments 7 years 3.75% 616,921 2014 2008 Refinancing of 1999 & 2000 Elem School Construction & LEC Building Combine and refinance the previous debt held on the cost of construction to the elementary schools in 1999 and 2000, and the acquisition and construction on the law enforcement center 7 years 3.55% 4,680,516 2015 2009 Material Recovery Facility Equipment Capital lease of a baler and equipment associated with the operation of a material recovery facility 5 years 2.71% 96,668 2014 2010 Courthouse Renovation & Various Roofing (BAB’s) Engineering and construction costs associated with the renovation of the Courthouse and some various re- roofing for certain school, community college and other public facilities; financed through Build America Bonds (BAB’s) yielding a 35% refund of the interest payments 10 years 4.08% 4,285,500* *(4,087,075 net of interest credit) 2021 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% 3,920,658* *($3,028,120 net of interest credit) 2028 Page 18 72 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 below: · 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 2011, the debt to assets ratio for Person County was 36%, while counties with similar populations were at 57%. A more applicable comparison may be to view the debt to assets ratio for Person County since FY 2008. As displayed in the following chart, Person County's debt to assets ratio has declined from 47% in FY 2008 to 29% in FY 2012. This reduction can be attributed to conservative spending in uncertain economic conditions and the build-up of reserves. This increase in the County's cash reserves (assets) causes a decrease in this ratio. Another variable causing this downward trend is the large $2M yearly pay down of the 2008 Refinanced Debt for the 1999 & 2000 Elementary School Construction and Law Enforcement Center debt. Even though the County has issued new debt since 2008, the historically low interest rates have generated significantly lower debt payments than the previous years’ debt financings. This decreasing trend is likely to continue until the 2008 debt ceases with the last payment in 2015. Once this debt is decreased and new debt is issued to level out the County’s debt structure, it is likely that this percentage will begin moving slowly upwards again, indicating to credit agencies a more strategic approach to the management of the County’s assets. Person County's FY Debt to Assets Ratio 2008 47% 2009 42% 2010 35% 2011 36% 2012 29% · 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. Person County's debt service ratio of 7% is well below the population group of 10% for FY 2011 (Person County's ratio increases to almost 9% for FY 2012), and lower than the Statewide average of 12%. Due to the expected debt reductions in fiscal years 2015 and 2016, it is anticipated that Person County's debt service ratio will substantially decrease unless new debt financings are incorporated to assist in leveling out the ratio. A consistent debt ratio level would indicate a stronger management of financing resources in relation to the amount that is available for other services. FY 2011 Debt Service Ratio Person County 7% Population Group 10% State-wide 12% Maximum Benchmark 15% 47% 42% 35%36% 29% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 2008 2009 2010 2011 2012 7% 10% 12% 15% 0% 5% 10% 15% 20% Person County Population Group State-wide Maximum Benchmark Page 19 73 New Debt Service The two proposed financings in Person County's 2014-2018 plan are recommended below: FY 2014 Recreation and Senior Center Construction and Various Re-roofing Projects It is the current recommendation in this CIP to issue Installment Purchase Debt in FY 2014 for the construction of a Recreation and Senior Center and various re-roofing projects for County and School buildings. The re- roofing projects would include the Huck Sansbury Complex, the Kirby Theater, and a portion of Person High School. The engineering contract for the Recreation and Senior Center was approved in FY 2013 for $300,000 and the application for a PARTF grant was completed in anticipation of a $1,000,000 award over a two year period. The grant would require a 50% match from Person County. The engineering study for the roofing has been completed and estimates are available as part of the latest Roofing Study. The total proposed debt amount for these projects is $5,050,000 and is comprised of the following: Recreation and Senior Center Construction $ 3,877,000 Re-roofing: Huck Sansbury Complex 293,068 Re-roofing: The Kirby Theater 342,273 Re-roofing: Person High School 537,659 Total $ 5,050,000 FY 2017 Old Helena School Improvements and Various Re-roofing Projects Also recommended in this CIP is the issuance of Installment Purchase Debt in FY 2017 for improvements to Old Helena Elementary School and re-roofing construction to various buildings for the County, PCC and Schools. The total proposed debt amount for these projects is $5,320,000 and is comprised of the following: Old Helena School Improvements $ 2,598,548 Re-roofing: Old Helena Elementary 1,014,031 Re-roofing: Elections/IT 143.047 Re-roofing: PCC Building L 115,113 Re-roofing: School Maintenance 284,164 Re-roofing: South Elementary 290,664 Re-roofing: North End Elementary 215,686 Re-roofing: Oak Lane Elementary 244,706 Re-roofing: North Elementary 258,858 Re-roofing: Woodland Elementary 155,183 Total $ 5,320,000 Note: Person County has the option to finance the Recreation and Senior Center with General Obligation (G.O.) Bonds; however, this is currently not recommended due to the additions of other major roofing projects, the flexibility to level out our current debt structure, and the narrow rate spread still remaining between Installment Purchase Financing and G.O. Bonds. If the spread in these rates widen to the extent that a G.O. Bond is preferred, these projects will need to be re-evaluated. Also included in the plan are contingency amounts for the FY 2014 and FY 2017 financing projects that would be locally supported in case of cost overruns. Since the contingency amounts are not part of debt proceeds, remaining unspent amounts can be re-allocated for any purpose or other capital projects. Page 20 74 Future Debt Service Payments for Person County Fiscal Year Ending June 30 2006 Various roofing/paving projects 2007 School Bus Gar/Health Bldg Renov/PCC Roofing 2008 Refinancing of 1999 & 2000 Schools/LEC Bldg 2009 Material Recovery Facility Equipment 2010 Courthouse Renovation & Various Roofing Projects 2012 School Roofing Projects for SMS & PHS (QSCB) Total Current Debt Service Year to Year Change in Current Debt Service 2013 330,915 793,652 2,268,888 98,668 462,180 149,216 4,103,518 67,549 2014 322,230 616,921 2,394,160 98,668 449,940 325,789 4,207,708 104,190 2015 313,545 - 2,286,356 - 932,600 317,582 3,850,083 (357,625) 2016 329,831 - - - 899,960 309,375 1,539,166 (2,310,917) 2017 319,969 - - - 867,320 301,167 1,488,456 (50,710) 2018 483,635 - - - 339,780 292,960 1,116,375 (372,081) 2019 442,471 - - - 327,540 284,753 1,054,764 (61,611) 2020 427,094 - - - 315,300 276,546 1,018,940 (35,824) 2021 411,591 - - - 153,060 268,338 832,989 (185,951) 2022 - - - - - 260,131 260,131 (572,858) 2023 - - - - - 251,924 251,924 (8,207) 2024 - - - - - 243,717 243,717 (8,207) 2025 - - - - - 235,509 235,509 (8,208) 2026 - - - - - 227,302 227,302 (8,207) 2027 - - - - - 219,095 219,095 (8,207) 2028 - - - - - 106,470 106,470 (112,625) 2029 - - - - - - - (106,470) Totals 3,381,279$ 1,410,573$ 6,949,404$ 197,337$ 4,747,680$ 4,069,874$ 20,756,146$ (4,035,969)$ Fiscal Year Ending June 30 Total Current Debt Service 2014 Proposed - Recreation and Senior Center & Various Roofing Project (assumptions: 3%, 20yr) 2017 Proposed - Old Helena School Improvements & Various Roofing Project (assumptions: 5%, 20yr) Total Debt Service with 2014 and 2017 Proposed Financings Adjusted Year to Year Change with Proposed Debt Service 2013 4,103,518 - - 4,103,518 67,549 2014 4,207,708 376,750 - 4,584,458 480,940 2015 3,850,083 569,750 - 4,419,833 (164,625) 2016 1,539,166 955,750 - 2,494,916 (1,924,917) 2017 1,488,456 327,750 536,000 2,352,206 (142,710) 2018 1,116,375 320,750 752,500 2,189,625 (162,581) 2019 1,054,764 313,750 527,500 1,896,014 (293,611) 2020 1,018,940 306,750 412,500 1,738,190 (157,824) 2021 832,989 299,750 402,500 1,535,239 (202,951) 2022 260,131 292,750 692,500 1,245,381 (289,858) 2023 251,924 285,750 467,500 1,005,174 (240,207) 2024 243,717 278,750 352,500 874,967 (130,207) 2025 235,509 271,750 342,500 849,759 (25,208) 2026 227,302 264,750 332,500 824,552 (25,207) 2027 219,095 257,750 322,500 799,345 (25,207) 2028 106,470 250,750 312,500 669,720 (129,625) 2029 - 243,750 352,500 596,250 (73,470) 2030 - 236,750 340,000 576,750 (19,500) 2031 - 229,750 327,500 557,250 (19,500) 2032 - 222,750 315,000 537,750 (19,500) 2033 - 215,750 302,500 518,250 (19,500) 2034 - 258,750 240,000 498,750 (19,500) 2035 - - 230,000 230,000 (268,750) 2036 - - 220,000 220,000 (10,000) 2037 - - 210,000 210,000 (10,000) 2038 - - - - (210,000) Totals 20,756,146$ 6,780,750$ 7,991,000$ 35,527,896$ (4,035,969)$ - 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 4,500,000 5,000,000 Total Current Debt Service Adjusted Year to Year Change with Proposed Debt Service The above chart displays Person County's current debt service schedule. A large amount of debt drops off in fiscal year 2016 for $2.3M. This sharp decline in debt obligations and the availability of low interest rates allows for the opportunity and capacity for Person County to take on additional debt (see chart to the right). The blue line in the graph below includes the new proposed debt and indicates a more gradual dropoff of debt compared to the red line showing our current debt service schedule. Page 21 75 76 77 78 Upon a motion by Commissioner __________________________, and a second by Commissioner _____________________________ and majority vote, the Board of Commissioners of Person County does hereby amend the Budget of the Fund(s) listed below on this, the 1st day of April 2013, as follows: Dept./Acct No.Department Name Amount Incr / (Decr) EXPENDITURES General Fund General Government 3,300 Public Safety 18,389 Transportation 64,500 Economic Development 5,514 Culture & Recreation 32,025 REVENUES General Fund Intergovernmental Revenues 83,050 Charges for Services 27,614 Other Revenues 11,186 Fund Balance Appropriated 1,878 EXPENDITURES Capital Improvement Project Fund 27,414 REVENUES Capital Improvement Project Fund Other Revenues 27,414 Explanation: BUDGET AMENDMENT Received additional proceeds from the sale of fixed assets ($3,300); appropriating fund balance to reimburse the Dept of Juvenile Justice for unspent JCPC Admin funds from 2011-2012 ($428); received additional funds from the Partnership for Children for the VIP grant ($5,000); fees associated with Concealed Weapons ($7,520); inmate telephone fees, sales of inmate phone cards and Commissions ($2,589); Rabies Vaccination charges ($552); Spay and Neuter Program revenues (7,300); carry-forward grant funds and County's match from 2011-2012 for DOT's approved purchase of a PATS van ($64,500); farmer's market dues ($1,304); Cooperative Extension class registration fees ($1,010); insurance claim revenues for hail damage to two Cooperative Extension vehicles ($3,200) and a vehicle in the Recreation, Arts & Parks Department ($3,626); recreation fees associated with the Kirby ($8,399); a Library Services and Technology Act grant received for the Public Library ($20,000); and an insurance claim received for damage to the Huck Sansbury Roofing ($27,414). Budget Amentment 14 79