HomeMy WebLinkAboutMay 13 2002 Budget Session MinutesIREDELL COUNTY BOARD OF COMMISSIONERS
BUDGET SESSION
MAY 13, 2002
The Iredell County Board of Commissioners met for a Budget Session on
Monday, May 13, 2002, at 5:30 p.m., in the Iredell County Government Center (South
Wing Conference Room), 200 South Center Street, Statesville, NC.
Present: Chairman Sara Haire Tice
Vice Chairman Karen B. Ray
Tommy E. Bowles
Steve D. Johnson
R. Godfrey Williams
Staff Present: County Manager Joel Mashburn, Finance Director Susan
Blumenstein, and Clerk to the Board Jean Moore.
COMPUTATION OF THE GENERAL FUND BALANCE FOR FY 2002-
2003: Finance Director Blumenstein said the estimated unreserved, undesignated, fund
balance as of June 30, 2003 would be $10,701,010. She said this would be 10.64% of the
General Fund expenditures. Blumenstein said this compared to an FY 2001-02 fund
balance of 10.36%.
SCHEDULE OF PERSONNEL POSITIONS: County Manager Mashburn said
the county currently had 721.9 personnel positions. He said the department heads had
requested an additional 25.1; however, he was only recommending 11.6. Mashburn said
the positions being recommended were: a Tax Appraiser, a .5 processing assistant in the
tax office, a law enforcement officer (COPS Supervisor), a school resource officer (new
Lake Norman High School), a public health nurse (jail), a bailiff, three social services
income maintenance caseworkers, a .3 dental assistant (health dept.), a .8 dental hygienist
(health dept.), a processing assistant (health dept.), and an office assistant (health dept.).
In addition, Mashburn said that in July, four new positions would be added when the
county assumed the transportation services from the Vocational Workshop.
EMPLOYEE SALARY INCREASES: Mashburn said he was recommending a
4% pay package for the employees with 1.5% being in an across the board increase
effective July I and 2.5% being available for the reinstatement of the merit system. He
said the employees having a June anniversary date would be the first group to be
evaluated.
Mashburn said funds were also in the budget for reclassifications. He said that in
order for an employee to be reclassified, data had to be shown that either (1) a greater
level of job responsibility had been assumed or (2) a higher level of skill was being
required for the job. Mr. Mashburn said additional work did not justify a reclassification.
CAPITAL OUTLAY REQUESTS: Mashburn said the departments had
requested capital outlay items totaling $2,115,582, but he was only recommending that
$1,436,467 be spent.
Blumenstein said that for the last couple of years, the county had been leasing
computers, but it was now recommended for this practice to be discontinued and to buy
out the leases. Mrs. Blumenstein said this would occur because there was still a
"useable life" in the equipment. She said that in the future, the information systems
management employees would be relied upon to suggest where new computers were
needed.
CAPITAL RESERVE FUND: Mrs. Blumenstein said $2,170,739 would be
available to construct the new library.
Blumenstein said Schedule F provided a listing of the commitments for the
county. She said that in the past, $179,635 had been listed for a social services land
purchase. Blumenstein said this could now be eliminated. She mentioned that for
several years commitments to the Town of Mooresville, the City of Statesville and the
Sherrill Industrial project had been listed. Blumenstein mentioned the possibility of
appropriating the funds upon request and deleting them from the capital reserve fund.
No decision was made, and the staff agreed to review the capital reserve matter
and report back to the commissioners at another budget session.
Mr. Mashburn said that due to a shortage of funds, no additional money was being
placed in the Capital Reserve Fund for 2002-03. He said this was a change from past
tradition.
COUNTY -WIDE FIRE TAX DISTRICT: Mrs. Blumenstein reviewed the fund
balance for the county -wide fire tax district.
MOTION by Commissioner Williams to transfer $355,852 in county -wide fire
tax district unreserved, undesignated fund balance to the Reserved for Debt Repayment
Line Item.
VOTING: Ayes — 5; Nays — 0.
Mrs. Blumenstein said that with Mr. Williams' motion, the total estimated fund
balance as of June 30, 2003 for the county -wide fire tax district would be $755,159.
MT. MOURNE VFD: Mrs. Blumenstein said an increase from 2.75¢ to 3.25¢
would be needed to fund the Mt. Mourne VFD request. She said the estimated fund
balance for this department as of June 30, 2002 would be $131,891.
SHEPHERD'S VFD: Mrs. Blumenstein said the estimated fund balance for this
department as of June 30, 2002 would be $120,172.
Commissioner Bowles said he understood that representatives from the
Shepherd's Volunteer Fire Department might seek additional funding from the county.
Bowles said the fire department needed additional money for the new building.
EAST ALEXANDER VFD: Blumenstein said the estimated fund balance for
the East Alexander VFD as of June 30, 2002 would be $4,617.
SCHOOLS
Iredell-Statesville School System: Blumenstein said $3,585,765 had been
budgeted for capital outlay funds for the Iredell-Statesville School System. She said the
budget ordinance would have to detail the projects being planned.
Mooresville Graded School System: Blumenstein said $1,146,835 had been
budgeted in capital outlay funds for the Mooresville Schools.
Mr. Mashburn said the county allocated current expense funds to the two school
systems on a per pupil basis. He said it was recently revealed that the Iredell-Statesville
School System had not been including the charter school students in the pupil count to
the county. He said a form from the Department of Public Instruction in Raleigh was
used for the ADM (average daily membership) appropriation. Mashburn said the state
form did not include the number of charter students. He said it was the responsibility of
the school systems to report the number of charter students to the county. Mr. Mashburn
said the Iredell-Statesville School System had 595 charter students and Mooresville had
5. He said that for 2002-03, a per pupil appropriation of $1,107 was recommended.
Mitchell Community College: Mrs. Blumenstein said $550,000 was the amount
recommended for the college in capital outlay funds, and $1,609,370 had been budgeted
for current expense.
(Note: School officials will discuss their budgets at the May 14 meeting.)
2
OPTIONS FOR THE COUNTY IF THE STATE DOES NOT RELEASE
REIMBURSEMENTS: The county manager said the following five options were
available if the state did not release the county reimbursements during the upcoming year.
Reimbursements budeeted for
Intangibles Taxes
1,125,000
Beer & Wine Excise Tax
330,000
Elderly Exemption
79,200
Inventory Taxes
1,578,920
$ 3,113,120
Option A
Increase Ad Valorem Tax Rate by 3¢
Average house & lot in Iredell County valued (a, $126,425 x .03 per $100 = $37.92) $ 3,176,715
Option B
Reserve Increase in School Current Expense 761,904
Freeze Capital Outlay expenditures other than funded by grants, Medicaid max,
or seized funds 642,495
Freeze Transfer to Fund Balance (other financing uses) 613,995
Transfer unspent funds from prior year commitments from Capital Reserve Fund 550,460
Borrow from Solid Waste Escrow for Closure & Post -Closure 544.266
$ 3,113,120
Option C
Reserve Increase in School Current Expense 761,904
Transfer unappropriated funds in the Capital Reserve Fund & borrow
balance to finish Library 2,351,216
$ 3,113,120
Option D
Reserve Increase in School Current Expense 761,904
Borrow from Solid Waste Escrow for Closure & Post -Closure Costs 2,351,216
$ 3,113,120
Option E
Transfer unspent funds from Library Capital Project Fund and
unappropriated funds from Capital Reserve Fund to the General Fund
& borrow the entire cost to build new Library $ 4,733,539
This option would provide funding for the General Fund including the $761,904
increase in school current expense that has been placed in the Contingency Fund and pay
for the Jail Annex project as presented by Sheriff Redmond.
UPDATE ON SALES TAX DISTRIBUTIONS: Blumenstein said she recently
received a quarterly sales tax report. She said the one percent sales tax (point of delivery)
was "holding its own." In regards to the 1983 %2% sales tax and the 1986 'h% tax (sales
taxes statewide & then distributed to counties by population), she said these were still
"lagging behind." Mrs. Blumenstein said the report indicated that for all three taxes, the
county should receive $24,506 more than anticipated.
REVIEW OF DEPARTMENTAL BUDGETS: Mr. Mashburn said that all of
the departments had been cut 4.5%. The following budgets were reviewed by Mashburn
and Blumenstein.
410 - Commissioners: No changes from manager's recommendations.
415- Administration: No changes from manager's recommendations.
420- Human Resources: No changes from manager's recommendations.
425 -Elections: No changes from manager's recommendations. (Mashburn noted that
$44,000 had been cut for eight voting machines.)
430 -Finance: No changes from manager's recommendations. (Blumenstein stressed that
new payroll software would have to be purchased in 2003-04.)
435 -Tax Administration: No changes from manager's recommendations.
445 -Information Systems Management (ISM): No changes from manager's
recommendations. Blumenstein said there was one position not filled in this
department. She said the three ISM employees were just maintaining the county's
current systems, and nothing new could be added due to the lack of staff.
450 Register of Deeds: No changes from manager's recommendations.
Commissioner Ray questioned why additional employees were approved for the
tax office but not the Register of Deeds.
Mashburn said the tax office "had to go out to collect the revenues." He said the
Register of Deeds' customers went to the office for service.
Commissioner Williams asked if any of the technology and preservation funds
could be used for some of the requested items.
The county manager said he would review the General Statutes.
455 -Maintenance & Support Services: No changes from manager's recommendations.
457 -Meeting Street Service Center: No changes from manager's recommendations.
458-Iredell County Government Center -South: No changes from manager's
recommendations.
460 -Vehicle Service Center: The county manager said a new 18,000 lb. truck lift was
being requested.
Commissioner Bowles suggested that a lift holding more weight be purchased.
He mentioned the possibility of acquiring a 28,000 Ib. lift since the EMS trucks seemed
to be getting larger. He said there was not that much difference in the cost.
550 -Animal Control: No changes from manager's recommendations.
635 -Veterans Services: No changes from manager's recommendations.
ADJOURNMENT: MOTION by Chairman Tice 9:30 p.m., to continue the
budget session to Tuesday, May 14, 2002, at 5:30 p.m., in the South Wing Conference
Room of the Iredell County Government Center, 200 South Center Street, Statesville,
NC.
VOTING: Ayes — 5; Nays — 0.
Approved:
4
Clerk of the Board