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HomeMy WebLinkAboutFinance 10-16-01 ST. CROIX COUNTY NOTICE OF COMMITTEE MEETING TO: Chairman Thomas Dorsey St. Croix County Board FROM: Tom O'Connell, Chair COMMITTEE TITLE: Finance DATE: Tuesday, October 16, 2001 8:30 A.M. LOCATION: Goven invent Center CALL TO ORDER ROLL CALL ADOPTION OF AGENDA DATE OF NEXT MEETING: November 9, 2001 8:30 A.M. ACTION ON PREVIOUS MINUTES UNFINISHED BUSINESS: NEW BUSINESS: A. Continuation of 2002 Proposed Budget Review CORRESPONDENCE: ADJOURNMENT Date: October 11, 2001 COPIES TO: County Board Office News Media/Notice Board County Clerk County Board County Departments *ADDITIONS/CHANGES/CORRECTIONS UNOFFICIAL RECORD Special Finance Meeting October 16, 2001 r FINANCE COMMITTEE Special Meeting October 16, 2001 Meeting called to order by Chair O'Connell at 8:30 a.m. Present: O'Connell, Tom Dorsey, Ralph Swenson, Nancy Bieraugel and Stan Krueger. Staff: Administrative Coordinator Chuck Whiting, Finance Director Rich Loney and County Clerk Sue Nelson. Others: Supr. Einar Horne. October 10th minutes will be officially approved at the November meeting but Swenson suggested changing the wording of "co-pay" in regard to health insurance to "share of premium" paid by employee. O'Connell reviewed the budget status from the Oct. 10 Finance meeting for Bieraugel. She requested salary increase figures for 2002. Nursing Home: Whiting said the Nursing Home levy request as submitted by Administrator Carolyn Krieger is $1,532,965. He recommended accepting this number and making the Board aware of Finance Committee's concerns. Some departments feel they have no control over some things and take no responsibility for budgets. Swenson stated the levy request for the Nursing Home is raising a number of questions: 1) When the management and staff have presented multiple levy requests ($551,000; $859,000; $1,000,000; $1,200,000 and now $1,532,965 - the latter including the health insurance plus unknown adjustments) is there a question as to how well management understands the nursing home business process and the related financial impacts? 2) Why was there no communication prior to an end-of-September budget presentation that the 2001 estimated "Net from Operations" will be a loss of $527,311 which is over and above IGT, the 2001 levy of approximately $535,000 and transfers of $75,000 from the farm account. 3) Can we have adequate confidence in the 2002 budget given that there appear to be no operational indices by which to judge how well the nursing home is being operated? 4) The estimated 2001 cash deficit will be $352,295 which must be added to the existing deficit of $418,000. Assuming the 2001 estimate is not understated, how will we recover this cash overdraft of $780,295? 5) Given a 2001 estimated Net Loss from Operations of $1,877,610 (before IGT, the 2001 levy and farm account transfers), why is there no stated plan to at least reduce the rate of loss? 1 Special Finance Meeting October 16, 2001 Budget Discussion: Health and Human Services made the $300,000 requested reduction but had to add in the increased Health Insurance premiums. The figures presented on the preliminary levy requirements equal a 10.92% levy increase. Capital Outlay borrowing items total $351,195. Loney reported the 2001 Contingency Fund has a current balance of $197,000. The $85,000 Perch Lake loan and $66,000 for Keefe nursing home study could be paid from this fund. Discussion on timeliness of reclassification of positions and effect on the budget. Whiting said the Personnel Committee doesn't worry about cost of reclasses, they only determine fair wages for employees based on the Hay evaluation. Bieraugel suggested a deadline date be put in the budget instructions so reclassifications are included in the budget. Proposed Personnel Study by Springsted. Whiting said the Hay system does work but is not understood by affected employees. Department or Committee level determines if reclassification request is addressed. Whiting believes the Springsted study would make employees more proficient. Supr. Horne distributed a proposal for the 147 non represented on the health insurance plan pay 25% of the premium or $202.59 per month. This would be a $314,345 savings to the County. Employees are scheduled to pay $24.39 in 2002. No action taken. Moved by Swenson, 2nd by Bieraugel to move these items from the levy to the borrowing list: $25,000 for time and attendance software, $18,000 for stone facing for building and $35,000 for Park playground equipment (all tangible items) and remove Personnel Study from borrowing list to the levy. Carried. Budget Presentation: Whiting displayed graphs and charts showing objectives, growth in County evaluation, top priority of the Nursing home, health insurance, capital outlay example, personnel costs for new and modified positions and the Personnel Study. The site manager for Homestead Park would have to be added to the levy if funds are borrowed to finish the Park and if Park was opened on August 15, 2002. O'Connell suggested a joint meeting with the Personnel Committee regarding the proposed Personnel Study by Springsted. Board should be made aware the starting point of the levy request was nearly a 40% increase and after reductions is down to 19.92%. 2 • Special Finance Meeting October 16, 2001 . Swenson will back the $1,532.965 for the Nursing Home if there is better and timely communication and a plan to address increasing losses. He suggested having an audit by a firm familiar with Nursing Homes to improve the bottom line or hiring a consultant such as Arthur Anderson. Bieraugel and Swenson both commented they would like this to be regarded as an offer to help Motion by Krueger, 2nd by Swenson to hire an audit firm for a management study of the Nursing Home to be paid by transferring up to $50,000 from the 2002 Contingency Fund to the Administrative Coordinator's budget. Bieraugel would like to involve H&HS Committee and Nursing Home staff so all would cooperate with the management study. Carried. Note: This motion was rescinded at the October 26 Finance Comm. meeting. Motion by Bieraugel, 2nd by Krueger to remove Ballot on Demand from the borrowing list and pay the $14,000 cost from the 2001 Contingency Fund. Carried. Swenson voted no. Other Actions: Committee agreed to have Dorsey, Whiting and Nelson sign the Ayres Huber study. Committee requested Whiting sit in on interviews for Child Support Administrator position. Chair O'Connell referenced the letter from Supr. Speer in which she questioned the Finance Committee canceling the Public Protection Committee decision to have Ayres Associates do a Huber study. O'Connell replied the Finance Committee is also the Building and Bond Committee and has the responsibility for all County buildings in regard to remodeling, additions and new construction. A meeting was set for Friday, October 26 from 8:30 to 9:30 a.m. for review of final budget presentation. Motion to adjourn by Bieraugel, 2nd by Swenson. Meeting adjourned at 1:50 p.m. Stan Krueger, Secretary 3