FY2008 Budget Development Kick-Off

1. FY2008 Budget Development Kick-Off Mecklenburg County, NC February 9, 2007

2. Agenda • Our Goal • Overview of County’s Strategic Planning Process • Board’s Emphasis and County Manager Priorities • FY2008 Budget Development Process • Department and FALT Roles • FY2008 Capital Budget Process • Q&A

3. 2015 Vision Issue Impact Strategy Strategy Strategic Strategy Current State Our Goal

4. Social, Education,& EconomicOpportunity Effective &EfficientGovernment Focus Areas Community Health& Safety Growth Management &Environment Increase Literacy & Workforce Preparedness Increase Citizen Self-Sufficiency Increase Customer & Stakeholder Satisfaction Reduce Violence, Injury & Emotional Harm Increase Efficiency of Criminal Justice Services Improve/ Expand Parks, Open Space, Greenways & Recreational Opportunities Improve Air, Water, & Land Preserve Historic Sites & Landmarks Customer/ Stakeholder Increase Respect/ Appreciation of Ethnic & Cultural Diversity Increase Citizen Awareness of County Responsibilities, Services & Results Reduce Diseases and Mental Illness Improve Access to Public Facilities Increase Economic Development & Job Opportunities Increase Employee Access to Information Enhance Citizen Involvement Improve Employee Efficiency Internal Business Process Reduce/Avoid Costs Improve Financial Management Maintain Triple-A Bond Rating Maintain Affordable & Competitive Tax Rate Financial Increase Employee Motivation & Satisfaction Enhance Workforce Retention & Recruitment Increase Employee Knowledge, Skills & Abilities Improve Technology-Related Capacities Employee & Organizational Capacity

5. Strategic Planning Timeline FY2008 Budget Kickoff FALT Planning Aug-Oct Executive Planning Conference Strategic Planning Conference Executive Team Retreat

6. Community Health & Safety • Reduce Diseases and Mental Illness • Increase Efficiency of Criminal Justice Services • Reduce Violence, Injury and Emotional Harm GrowthManagement & Environment • Improve Air, Water, & Land • Improve/Expand Parks, Open Space, Greenways & Recreational Opportunities Effective & Efficient Government • Reduce/Avoid Costs • Maintain Affordable & Competitive Tax Rate Social, Education & Economic Opportunity • Increase Literacy & Workforce Preparedness • Increase Citizen Self-Sufficiency • Increase Respect/Appreciation of Ethnic & CulturalDiversity Board’s 3 Year EmphasisAction/Attention Needed Beginning in FY08

7. GrowthManagement & Environment • Improve Access to Public Facilities Effective & Efficient Government • Enhance Workforce Retention & Recruitment • Improve Financial Management • Maintain Triple-A Bond Rating • Enhance Citizen Involvement • Increase Customer & Stakeholder Satisfaction • Increase Employee Motivation & Satisfaction • Increase Employee Knowledge, Skills, and Abilities • Improve Technology-Related Capacities • Increase Employee Access to Information Board’s 3 Year EmphasisAction/Attention Needed Within Two Years

8. GrowthManagement & Environment • Preserve Historic Sites and Landmarks • Increase Economic Development & Job Opportunities Effective & Efficient Government • Increase Citizen Awareness of County Responsibilities,Services, and Results • Improve Employee Efficiency Board’s 3 Year EmphasisMaintain/Improve Performance Over Next Three Years

9. What Does This Mean? Desired Result Increase Efficiency of Criminal Justice Services Performance Measures M1: Pretrial Inmate Rate M2: Alternative Sentencing Rate Strategic Impact Issue Jail Overcrowding Strategies for Improvement • Develop rehabilitation and jail diversion programs • Fund Mental Health Courts • Fund mental health services for citizens without Medicaid or health ins. • Expand jail programs addressing mental illness and substance abuse • Pursue legislation for state funding of services Program Category Linkage Strategy 1  Jail and Detention Facilities Strategy 2  Court Services Coordination Strategy 3  Economic/Financial Assistance

10. Manager’s Priorities for FY08 • Emphasis on programs/services that demonstrate progress toward 2015 goals and address the Board’s FY08 Strategic Emphasis • Maintain momentum on the Green Lights • Identify savings and opportunities to reallocate resources to more critical needs • Maintain theme of choices and consequences

11. FY2008 Budget Principles • Transparent/Understandable • Responsible • Sustainable • Affordable • Choices and Consequences

12. Budget Request Budget Request Budget Request Rankings Dept Budget Request Rankings Change Orders Rankings Rankings Operating Budget Process Departments SOI FALTs County Manager Dept Budget Request County Manager’s Recommended Budget Current Service Level Board’sStrategicItems Dept Change Orders (+, -)

13. Current Service Level • Based on what it costs in FY08 to provide FY07 level of service • Opportunity to reallocate resources to address service needs • Criteria for reallocation • Should not diminish existing service levels

14. Board’s Strategic Items Addresses Board’s Three-Year Emphasis Department-Based Change Orders Addresses Department’s needs for additional resources to meet service demands Additional Requests

15. Operating Process HighlightsSee Budget Calendar for Details • Feb 9th Budget Kick Off • Feb 12th-21st Collaborate to respond to 3 Year Focus and Strategic Impact Issues • Mar 9th All change orders into system • Mar 30th All budget requests due • May 15th Presentation of the County Manager Recommended Budget • Jun 6th Budget Adoption

16. Department Role • Build service budgets demonstrating progress towards 2015 goals • Address the Board’s Strategic Emphasis • Not necessarily a budgetary response • Three year response • Identify opportunities to expand/enhance services • Propose change orders (as appropriate) to move desired results from red to yellow to green • Maintain the green

17. FALT Role • Collaborate to identify how to respond to 3 year emphasis • Which desired results and strategies can be handled within the FALT? • Which desired results/strategies require working with other FALTs? • Rank Focus Area change order requests • Rank all change order requests and allocate dollars

18. SOI Role • Facilitate FALT review of requests • Conduct assessment of requests • Reasonableness • Identify opportunities to reallocate resources toward higher priorities

19. Departments RES √ √ Feb 9th Feb 14th Park & Rec √ √ Feb 16th Feb 21st HLC √ √ Feb 16th Feb 21st LUESA √ √ Feb 16th Feb 21st Libraries √ √ Mar 2nd Mar 7th CPCC √ √ Mar 16th Mar 21st CMS ? ?Mar 16th Mar 21st ??Apr Apr Sheriff ??Apr Apr WTVI Capital Budget Process System Setup Input Projects Reports Presentation to CCBAC

20. Projecting Future Capital Costs • Guidance on escalation of costs • Years 1-2—10% • Years 3-5—8% • Years 6-10—4% (planning figure) • Use different percentages if project warrants (ex. – renovation vs. build) • Provide justification

21. Handouts • FY07-08 Operating Budget Calendar • Community & Corporate Scorecard • Performance Summary • Strategic Impact Issues (on website) • Budget manual (on website)

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