HomeMy WebLinkAbout1997-02-04 Budget Retreat
NEW HANOVER COUNTY BOARD OF COMMISSIONERSBOOK 25
BUDGET RETREAT, FEBRUARY 4, 1997PAGE 817
ASSEMBLY
The New Hanover County Board of Commissioners held a retreat
on Tuesday, February 4, 1997, at 7:00 P.M. in the Conference Room
of the Hampton Inn and Suites, 1989 Eastwood Road, Wilmington,
North Carolina.
Members present were: Commissioners Buzz Birzenieks; Ted
Davis, Jr.; Charles R. Howell; Vice-Chairman William A. Caster;
Chairman Robert G. Greer; County Manager, Allen O'Neal; County
Attorney, Wanda M. Copley; and Clerk to the Board, Lucie F.
Harrell.
Chairman Greer called the meeting to order.
County Manager O'Neal advised he had contacted Dr. Dale
Martin, Superintendent of Schools about the survey being performed
by the schools. The School System is conducting a customer
satisfaction survey which is different from the public opinion
survey to be conducted by the County.
Commissioner Birzenieks expressed appreciation to County
Manager O'Neal for presenting this information, and he urged the
Board to move forward with conducting the public opinion survey to
ascertain the attitudes and perceptions of the general public about
school needs before determining the size of a school bond
referendum.
PRELIMINARY BUDGET PROJECTIONS
Budget Director, Cam Griffin, reported the figures presented
were projections; however, when the budget request for Cape Fear
Community College was received, the figures were lower than
anticipated. The preliminary FY 1997-98 budget projections were
presented reflecting projected revenue of $109,170,434 representing
a minus 3.0% in revenue collected. Projected expenditures were
presented in the amount of $121,397,667 representing a 7.8%
increase in expenses. The difference in the projected revenue and
projected expenditures is $12,227,234 which represents 14 cents on
the tax rate with the value of the penny being $882,000.
Discussion was held on intergovernmental revenues. Budget
Director Griffin advised these were revenues from the federal and
state government that offset a portion of the operating
expenditures of several departments. These programs are primarily
in the human service area and contain a great deal of uncertainty
about Welfare Reform and the related block grants. The increase in
County dollars for Social Services is projected at 8%, and at 5%
for the Health Department.
Chairman Greer strongly objected to the taxpayers having to
absorb the cost of federal and state budget cuts. He recommended
informing the Department of Social Services and Health Department
that New Hanover County will not make up the difference in budget
cuts; therefore, these agencies will have to reduce their budgets
accordingly.
Commissioner Birzenieks reported the federal government will
expect innovative ideas at the local government level. Chairman
Greer agreed and stated establishing a joint vocational training
program between the New Hanover County School System and Cape Fear
Community College was an example of an innovative idea.
Discussion was held on the programs and services administered
by the Department of Social Services. The following chart was
presented on mandated programs:
Program/Service Total Cost County Cost
AFDC (Work First Program) $ 8,747,000 $ 1,758,000
JOBS (Work First Employ- $ 1,047,000 $ 74,000
ment Service)
NEW HANOVER COUNTY BOARD OF COMMISSIONERSBOOK 25
BUDGET RETREAT, FEBRUARY 4, 1997PAGE 818
MEDICAID $82,270,000 $ 4,888,000
State/County Special Asst. $ 1,600,000 $ 823,000
Food Stamps $14,629,000 $ 646,000
Low Income Energy Asst$ 395,000 $ 57,000
Foster Care/Foster Homes $ 3,608,000 $ 1,339,000
Children's Protective Ser. $ 2,197,000 $ 531,000
Adoption & Adoption Asst. $ 1,001,000 $ 226,000
Adult Protective Services$ 348,000 $ 145,000
Adult Homes/Adult Day Care$ 100,000 $ 32,000
Child Support Enforcement $ 1,222,000 $ (311,000)
Services to the Blind $ 107,000 $ 28,000
Child Day Care $ 6,074,000 $ 141,000
Family Planning $ 18,000 $ 1,000
Further discussion was held on the cost of medicare and
medicaid to the County. It was determined that a large percentage
of medicaid reimbursement was for the elderly in nursing homes.
SOURCES OF REVENUE
Budget Director Griffin presented the following sources of
revenue:
Ad Valorem Taxes: It is assumed that ad valorem taxes will not
increase due to hurricane damage. It is anticipated that growth in
the tax base will cover the loss from the hurricanes. The Tax
Administrator will have more definitive figures on the tax base in
March.
Sales Tax: Sales tax revenue is projected to be 3.5% above the
amount budgeted for the current fiscal year. This estimate may
change as additional sales tax receipts are evaluated.
Intangibles Tax: This is a hold harmless reimbursement paid by the
State to the county for revenues lost with the 1995 repeal of the
North Carolina Intangibles Tax. It is based upon the prior year's
actual receipts.
Inventory Tax Reimbursement: This is a reimbursement by the State
to the County for a portion of the revenue lost when the
intangibles tax was eliminated on inventory. It is based on the
prior year's actual receipts.
Real Property Transfer Tax: An excise tax is placed on each deed
or instrument by which real property is conveyed. The revenue
projected is based on an 8% increase over the FY 1995-96 actual
amount received.
Other Taxes: This revenue includes food stamp sales reimbursement,
State wine and beer tax, and senior citizen exemptions. A modest
2% increase is estimated based on past performance.
User Fees: These fees are charged to the direct users of County
services. Inspection fees are expected to increase 2% over the FY
1996-97 budgeted amount.
Interest Investments: There will be a slight decrease in interest
on investments.
Discussion was held on the hold harmless reimbursement paid by
the State to the County for revenues lost with the 1995 repeal of
the N. C. Intangibles Tax. The Board agreed to remind the
legislators that reimbursements should not be reduced.
DISCUSSION OF FUND BALANCE
Commissioner Birzenieks expressed concern for the fund balance
increasing only $700,000 and asked how much money should be
reserved in the account?
Deputy County Manager, Andrew J. Atkinson, reported the County
had an 18% fund balance in unrestricted funds, which represents a
NEW HANOVER COUNTY BOARD OF COMMISSIONERSBOOK 25
BUDGET RETREAT, FEBRUARY 4, 1997PAGE 819
strong reserve. He advised the Local Government Commission
requires local governments to have an 8% fund balance.
Commissioner Birzenieks asked the Budget Director if she felt
the fund balance should be used to balance the FY 1997-98 Budget.
Budget Director Griffin reported currently the County has a
sufficient fund balance to operate the government for two months.
She advised that $3 million of the fund balance was used last year
to balance the budget; therefore there were no additional funds
over the two-month cash reserve.
Finance Director, Bruce Shell, reported the fund balance was
at 17.8% with expenditures increasing every year. With the
Environmental Management Department and Water and Sewer District
depending on monies from the general fund for the operation of
these departments, he would caution using the fund balance for the
upcoming budget. He reminded the Board that a healthy fund balance
was the key issue in future bond ratings for New Hanover County.
Discussion was held on debt service. Budget Director Griffin
advised that debt service would increase on projects that are
currently approved including land for the new school on Carolina
Beach Road. A 10% increase has been anticipated for schools over
the FY 1996-97 budgeted amount plus additional debt service of
$558,624. There will be a 5% increase in public safety due to an
increase in the jail population and the overall general population,
which increases the demand for fire services. The Fire
Administration is now completely funded in the Fire Service
District Fund. A 5% increase is anticipated for the Parks
Department because of the costs associated with maintaining
expanded parks. Also, funds in the amount of $1,875,732 have been
included in the FY 1997-98 Budget to provide a 2.5% merit plan and
a 2.5% market adjustment.
DISCUSSION OF THE NEW HANOVER COUNTY PAY PLAN
Commissioner Birzenieks requested an explanation of the market
adjustment and merit increases. Human Resources Director, Andre
Mallette, reported the market adjustments are based on performance.
In order for the employee to receive a market adjustment, that
employee must be functioning at the expected range of performance
for the job. If the employee is not performing at the expected
range, that employee will not be eligible to receive the market
adjustment. Merit increases are also based on performance;
however, the employee must be performing above the expected range
for the job before being eligible to receive a merit increase.
Merit increases can range from 1% to 10% depending on the
performance of the employee. Each department is appropriated a
specific amount of funding for the fiscal year. The department
head must decide on the employees who deserve the market and merit
adjustments through a performance evaluation. The County Personnel
Policy requires the department head to perform a performance
evaluation on each employee once a year.
A lengthy discussion followed on why performance evaluations
were not performed on the anniversary date of the employee.
Further discussion was held on the need to perform an employee
climate survey. Commissioner Birzenieks requested the County
Manager to report on the status of this survey.
County Manager O'Neal advised that Staff was in the process of
preparing requests for proposals. He emphasized the importance of
the employees knowing the survey would be confidential.
A lengthy discussion was held on the increasing cost of the
payroll. Commissioner Birzenieks asked if consideration had been
given to contributing to the 401(k) Plan for employees in lieu of
a market adjustment?
NEW HANOVER COUNTY BOARD OF COMMISSIONERSBOOK 25
BUDGET RETREAT, FEBRUARY 4, 1997PAGE 820
County Manager O'Neal advised that law enforcement personnel
receive a 5% percent contribution to the 401(k) Plan annually
because of legislation that was adopted by the General Assembly.
He reported the N. C. Association of County Commissioners and N. C.
League of Municipalities had lobbied for all local government
employees to receive the same benefit; however, this effort had not
been successful.
Director of Personnel, Andre Mallette, presented a chart
reflecting the savings that would be gained from making a
contribution to the 401(k) Plan versus a salary increase. He
advised money would be saved because FICA and the retirement
benefit would not have to be paid by the County.
After further discussion, Staff was requested to include
information on the County contributing to the 401(k) Plan for
employees as an option to consider when deciding on salary
adjustments.
DISCUSSION OF SERVICES PROVIDED BY THE SOUTHEASTERN CENTER
County Manager O'Neal reported the new Director of the
Southeastern Center had made great progress in reorganizing the
Center and implementing a billing and collection procedure.
Unfortunately, the New Hanover County Mental Health Center ranks
40th in the amount of funding received from the State because of
State Law, politics and the demographics of the regional facility.
The County has approached the legislators about this funding
inequity with little success. This lack of State funding has
caused the Southeastern Center to struggle financially.
DISCUSSION OF BUDGET FUNCTIONS
Budget Director Griffin presented a chart outlining the budget
functions of General Government, Education, Cultural & Recreation,
Public Safety, and Economic & Physical Development.
Vice-Chairman Caster asked how the County knew that funds
appropriated to the District Attorney and Courts were being spent
efficiently?
County Manager O'Neal responded the County by State Statute is
responsible for providing space, furniture, and maintenance of
buildings for the Court System. The State Auditor is responsible
for performing an annual audit of the courts.
Discussion was held on the distribution of fees collected by
the Courts. Deputy County Manager Atkinson reported the facility
fees are used to maintain the buildings; however, the fees are
minimal and do not cover the cost of maintenance. The State has
increased court fees, but a majority of the money collected is
returned to the State.
After further discussion, Staff was requested to provide
figures for the County dollars provided to the courts and jail and
a report showing the fees collected and the amount of money
returned to New Hanover County.
DISCUSSION OF THE HUMAN RELATIONS DEPARTMENT
Discussion was held on the EEOC functions and training courses
being provided by the Human Relations Department. Deputy County
Manager Atkinson reported the Human Relations Staff was performing
an excellent job in handling EEOC complaints in a timely manner.
The department has held seminars on sexual harassment to better
educate area companies about the law and how to deal with this
issue. These seminars have been quite successful. One major focus
of the department has been to be more proactive in the community
which has resulted in a better understanding and working
relationship among the local agencies and organizations.
Commissioner Birzenieks complimented the Human Relations
Department for the excellent job provided to local companies in
NEW HANOVER COUNTY BOARD OF COMMISSIONERSBOOK 25
BUDGET RETREAT, FEBRUARY 4, 1997PAGE 821
handling EEOC complaints. He stated without this service, local
companies would be paying exorbitant fees to resolve these issues.
DISCUSSION OF THE FIRE SERVICE DISTRICT
Budget Director Griffin reported the Fire Service District has
a current tax rate of 2.5 cents per $100 of property value. A tax
increase will probably be necessary in future years for
improvements in fire protection. A total of ten paid firefighters
will be hired during the current fiscal year to provide fire
protection to the Highway 421 north area. The projected salary for
one firefighter is $29,422. Depending on the recommended funding
for the volunteer fire departments and the cost of operating the
421 North Fire Station, it may be possible to postpone or minimize
a tax increase for another year by using funds that have
accumulated. The Fire Administrator has estimated that in the next
three to four years there will be 20-25 paid firefighters; however,
these positions will be phased in over a period of time. In FY
1996-97, a penny on the Fire Service tax rate generated
approximately $496,000.
County Manager O'Neal reported the fire tax was one of the
lowest in the State.
Chairman Greer commented on the annexation planned by the City
and stated the Fire Service tax should remain at 2.5 cents. He
cautioned moving too quickly on increasing fire services until the
annexation has been completed.
DISCUSSION OF TRANSFERRING EMERGENCY MEDICAL SERVICES TO NEW
HANOVER REGIONAL MEDICAL CENTER
Discussion was held on moving forward with the transfer of
Emergency Medical Services to New Hanover Regional Medical Center.
County Manager O'Neal reported this request had been submitted to
Mr. Hobbs.
After further discussion of saving approximately $2 million,
Staff was requested to continue to proceed with the transfer.
DISCUSSION OF ENVIRONMENTAL MANAGEMENT DEPARTMENT
A chart was presented showing annualized revenue versus
operating expenditures for the WASTEC Facility. A lengthy
discussion was held on whether the WASTEC Facility should be
closed. Chairman Greer expressed concern for the amount of funds
that have to be appropriated from the general fund each year to
operate the incinerator and stated as new environmental regulations
are enacted and the facility grows older, maintenance and the cost
of new equipment will be become exorbitant.
Discussion was held on the debt service. Assistant County
Manager, Dave Weaver, reported debt service was $3.8 million;
however, excess revenue in the amount of $840,525 had been
generated during FY 1996-97 to assist with payment of the debt
service. He advised that more equipment would have to be purchased
to comply to the Clean Air Act and stated in order for the WASTEC
Facility to become self-supporting, a county-wide mandatory trash
collection system should be implemented.
Chairman Greer reported, in his opinion, Staff was trying to
keep the incinerator open. He advised that implementing a
mandatory trash service would fix the problem with the taxpayers
absorbing the cost. He stated if the WASTEC Facility cannot be
competitive, the Board should consider closing the plant.
Commissioner Birzenieks stated the Board could mothball the
facility; however, it would be expensive. He asked if a mandatory
trash collection system was provided in zones, would the system be
cost-effective.
County Manager O'Neal advised that a zoned mandatory trash
collection system would be a savings to the County and the
NEW HANOVER COUNTY BOARD OF COMMISSIONERSBOOK 25
BUDGET RETREAT, FEBRUARY 4, 1997PAGE 822
residential customers. More collection services could be provided
at the current hauler fees because two or three haulers would not
be servicing one area.
Further discussion was held on establishing a mandatory solid
waste collection system in the unincorporated County. Chairman
Greer strongly objected to this idea and advised he felt that a
study should be performed on the operation of the Environmental
Management Department so the Board will know if the WASTEC Facility
should remain open or closed.
After a lengthy discussion on the advantages of a mandatory
system, four members of the Board agreed to authorize Staff to
proceed with developing a plan for a solid waste collection system.
DISCUSSION OF UNMANDATED COUNTY SERVICES
County Manager O'Neal advised the following services were not
mandated: Human Relations, the Human Services Transportation
Service, Cape Fear Museum, Parks Department, Print Shop, Veterans
Services Administrator, and outside agency funding.
After discussion, Staff was requested to review the services
that can be reduced, eliminated, or transferred to other providers.
DISCUSSION OF BUDGET SHORTFALL
Commissioner Birzenieks commented on the need to provide
direction to Staff and made the following recommendation for
reducing the budget shortfall:
Increase the tax rate by 3 cents = $2,600,000
Transfer EMS to the Hospital = $2,000,000
Implement a mandatory trash system = $2,800,000
Remove Capital Improvement Expenditure = $ 300,000
401(k) contribution instead of market adjustment = $ 385,000
Fund Balance = $ 700,000
TOTAL $8,400,000
Chairman Greer reported he felt the tax rate would have to be
increased.
County Manager O'Neal stated with the items presented by
Commissioner Birzenieks, the budget could be balanced with a tax
rate increase of five to six cents.
After further discussion, Staff was requested to proceed with
preparing the following items so these issues can be considered and
discussed at the next Budget Work Sessions:
(1)Request the local Legislative Delegation to protect revenue
reimbursements to counties from the repeal of the 1995 N. C.
Intangibles Tax without a reduction.
(2)Prepare a report on contributing to the 401(k) plan in lieu of
a salary increase.
(3)Prepare a report on County costs for operating the courts and
jails with figures presented on the fees collected and the
amount of money returned to the County.
(4)Continue to pursue the transfer of Emergency Medical Services
to New Hanover Regional Medical Center.
(5)Proceed with preparing a recommendation for a solid waste
disposal system in the unincorporated County.
(6)Remove the $300,000 Capital Improvements Plan from the FY
1997-98 Budget.
NEW HANOVER COUNTY BOARD OF COMMISSIONERSBOOK 25
BUDGET RETREAT, FEBRUARY 4, 1997PAGE 823
(7)Review all services and eliminate, downsize, or transfer to
other providers if possible. Staff was requested to prepare
a recommendation to be considered at the next Budget Work
Session.
(8)Inform the Department of Social Services and Health
Departments that New Hanover County will not provide
additional funding for state and federal budget cuts in the FY
1997-98 Budget; therefore, expenditures and services will have
to be reduced in the FY 1997-98 budget requests.
ADJOURNMENT
Chairman Greer adjourned the meeting at 10:30 P.M.
Respectfully submitted,
Lucie F. Harrell
Clerk to the Board