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September 26 2018 Board_Agenda_PacketAGENDA REGULAR MEETING FREDERICK COUNTY BOARD OF SUPERVISORS WEDNESDAY, SEPTEMBER 26, 2018 6:00 P.M. and 7:00 P.M. BOARD ROOM, COUNTY ADMINISTRATION BUILDING 107 NORTH KENT STREET, WINCHESTER, VIRGINIA 6:00 P.M. — Closed Session: The Board of Supervisors will convene in closed session pursuant to Section 2.2-3711 A (5) for discussion concerning a prospective business or industry where no previous announcement has been made of the business' or industry's interest in locating or expanding its facilities in the community. 7:00 P.M. Regular Meeting Call to Order I nvnrntinn Pledge of Allegiance Adoption of Agenda Citizen Comments — Agenda Items that are not the subject of a Public Hearing Consent Agenda 1. Minutes -------------------------------------------- Work Session of September 11, 2018 Regular Meeting of September 12, 2018 2. Committee Reports Finance Committee Parks and Recreation Commission Report Attachment --- C 3. Resolution to Comment on the Interstate 81 Corridor Study — Round 2-------------------- D MEETING AGENDA PAGE 2 Frederick County Board of Supervisors Wednesday, September 26, 2018 Board of Supervisors Comments County Officials 1. Update on Communication Activities by Public Information Officer Karen Vacchio 2. Committee Appointments------------------------------------------------------------------------------ E a. Extension Leadership Council Red Bud District Representative, Unexpired 4-year term ending 919119 b. Planning Commission Member -At -Large, Unexpired 4-year term ending 11/14/21 c. Winchester Regional Airport Authority 4-year term ended 6/30/18 d. Winchester -Frederick Tourism Bureau Tourism Bureau recommends appointment of Lani Peterson and Shannon Moeck to fill vacant 3-year terms e. Shenandoah Area Agency on Aging 4-year term of current Frederick Co. Representative ends 9130118 (Not eligible for re -nomination) Note: The Agency is also seeking nominations for an At -Large Board Member. f. Shawneeland Sanitary District Advisory Committee 2-year term of Michelle Landon ends 1119118 (Eligible for reappointment) 2-year term of Jeff Stevens ends 1119118 (Eligible for reappointment) Committee Business Finance Committee (2) Items 5 and 8 were approved under consent agenda. (See Tab_B foradditiona/information) 1. No Board action required: The Finance Director presented FY 2018 Year End financial information to the Committee. 2. No Board action required: The FCPS Finance Director provided FY 2018 Year End financial information to the Committee. 3. The FCPS Finance Director requests a School Operating Fund and General Fund supplemental appropriations in the amount of $316,537.71. This amount represents a carry forward of unspent, restricted grant funds. The committee recommends approval. MEETING AGENDA PAGE 3 Frederick County Board of Supervisors Wednesday, September 26, 2018 Finance Committee, continued 4. The FCPS Finance Director requests a School Operating Fund and General Fund supplemental appropriations in the amount of $186,878,76. This amount represents a carry forward of unspent FY18 school operating funds for the purchase of a school bus and security equipment. Local funds are required. The committee recommends approval. 5. (2) The Public Safety Communications Director requests a General Fund supplemental appropriation in the amount of $14,166.88. This amount represents an insurance reimbursement for a lightning strike. No local funds required. Approved by Committee Consent Agenda. 6. The Transportation Director requests a public hearing for a Development Projects Fund supplemental appropriation in the amount of $9,370,435.09. This amount represents additional funds for the 181 Bridge/Tevis/Roundabout/ Airport Road/Northern Y project. No local funds are required as the project costs are part of revenue sharing agreements and split between VDOT and private partners. The committee recommends holding a public hearing. 7. The Parks & Recreation Director requests a General Fund supplemental appropriation in the amount of $41,600 from proffer funds. This amount represents utility infrastructure at Northwest Sherando Park. The committee recommends approval. 8. (2) The Parks & Recreation Director requests a General Fund supplemental appropriation in the amount of $2,550. This amount represents donated funds for the purchase of park benches. No local funds required. Approved by Committee Consent Agenda. Public Hearings (Non Planning Issues) 1. Amendment to the 2018-2019 Fiscal Year Budget — ---- Pursuant to Section 15.2-2507 of the Code of Virginia, 1950, as Amended, the Board of Supervisors will Hold a Public Hearing to Amend the Fiscal Year 2018-2019 Budget to Reflect: School Construction Fund Supplemental Appropriation in the Amount of $7, 500, 000 for the Acquisition of Land, Design and Construction of a Replacement Robert E. Aylor Middle School. Planning Commission Business Public Hearings - None Other Planning Business - None Board Liaison Reports Citizen Comments Board of Supervisors Comments Adjourn ----- F MINUTES WORK SESSION - FIRE AND RESCUE STUDY PRESENTATION FREDERICK COUNTY BOARD OF SUPERVISORS TUESDAY, SEPTEMBER 11, 2018 5:30 P.M. BOARD ROOM, COUNTY ADMINISTRATION BUILDING 107 NORTH KENT STREET, WINCHESTER, VIRGINIA ATTENDEES Board of Supervisors: Charles S. DeHaven, Jr., Chairman; Gary A. Lofton, Vice Chairman; Blaine P. Dunn; J. Douglas McCarthy; Judith McCann -Slaughter; and Shannon G. Trout were present. Robert W. Wells was absent. Staff present: Kris C. Tierney, County Administrator; Roderick B. Williams, County Attorney; Karen Vacchio, Public Information Officer; Dennis Linaburg, Fire and Rescue Chief, Larry Oliver, Fire & Rescue Operations Deputy Chief; Missi Neal, Assistant TO THE Fire Chief, and Ann W. Phillips, Deputy Clerk to the Board of Supervisors. Others: Steven Knight and Robert Polk of Fitch and Associates, LLC CALL TO ORDER Chairman DeHaven called the meeting to order at 5:30 p.m. A moment of silence in observance of September 11 was held. ADOPTION OF AGENDA On motion of Vice Chairman Lofton, seconded by Supervisor Dunn, the agenda was adopted unanimously on a voice vote. PRESENTATION BY FITCH & ASSOCIATES Chief Linaburg provided background on the fire and rescue study and acknowledged the time and effort of the Steering Committee. Mr_ Knight referenced the documents previously sent to the Board members which included: the Data Report, the GIS Report, the Standards of Coverage Report, and the Executive Summary Report. He provided an overview of the process used in the study, and reviewed the data that was collected and evaluated and stated the following observations and recommendations for consideration by the Board: • The continued success of FCFRD, and the effective planning for the future, is best served by the appointment of a single Fire Chief who has the ultimate authority and is directly responsible for all activities and decisions of the FCFRD. This transition should be a collaborative effort of all the stakeholders and does not signal the demise of the individual company's leadership. • It is recommended that FCFRD begin dispatching at the unit level rather than at the station level. In this manner, performance between career or staffed models and volunteer or unstaffed models could be evaluated within the context of the service delivery model. This would also provide a definitive data point to measure dispatch or call processing time. Frederick County Board of Supervisors Work Session Minutes * September 11, 2018 • Once the dispatch center is able to dispatch at the unit level and separate out dispatch time from turnout time, the department is encouraged to monitor turnout time to ensure the performance is best practice at 60 seconds for an EMS incident and up to 90 seconds for a fire related incident. • Turnout time performance is typically within personnel and management control. Improvement of turnout times is generally a no -cost option. • If the desired service level is to improve to an 8-minute travel time, it is recommended that the County consider a long-term strategy to relocate fire stations when they are due for a major refurbishment or replacement. Once fully implemented the county would have the same number of fire stations as today (11). • If the desired service level is to maintain the current 10-minute travel time, it is recommended that the County adopt a long-term strategy to relocate fire stations when they are due for a major refurbishment or replacement. Once fully implemented the county would have reduced capital liabilities by four stations and offset personnel requirement by redistributing existing personnel as desired. This is estimated as a long- term capital savings of approximately $16,000,000 dollars while maintaining current performance. • It is recommended that a dedicated Medic unit be added at the Greenwood station, and an additional Medic resource should be considered for the Stephens City station in the near future. • It is recommended that the workload, reliability, and call concurrency is evaluated in all stations, but specifically in Greenwood, Stephens City, Round Hill Community, Millwood, Gainesboro, and Middletown due to their relatively higher workloads. Mr. Knight concluded saying six alternatives had been developed which are based on the following criteria: • Desired staffing 2 person vs. 3 person • Risk rating of the fire station area • Travel time 8, 10, and 12 • Peak load (12-hour) ambulances Vice Chairman Lofton and Mr. Knight discussed the value of separating fire and EMS services, privatizing EMS, and the impact of 24-hour shifts versus 12-hour shifts. Supervisor Dunn and Mr. Knight discussed which stations should be considered for relocation, the use of reserve EMS units, staffing concerns, potential problems in integrating volunteer and paid staffs, and the impact of integration on continued volunteerism. Supervisor McCarthy and Mr_ Knight discussed the costs of overtime versus additional staffing, the possible impact of integration on local volunteer company fundraising, and the stated need for 14 additional employee positions. Supervisor Slaughter noted the 14 positions have already been approved this year and that adding staff also adds to the fringe benefits cost. Chairman DeHaven and Mr. Polk discussed the costs of additional staffing versus overtime. Frederick County Board of Supervisors Work Session Minutes * September 11, 2018 Mr. Tierney noted the amount of work completed by the Steering Committee and said the hope is the Board will formally accept the study at the next Board meeting. It was agreed by consensus that Staff will build an action plan for the Board's use in making policy decisions. Chairman DeHaven thanked the consultants for their work on the study. ADJOURN On motion of Vice Chairman Lofton, seconded by Supervisor Dunn, the meeting was adjourned unanimously on a voice vote at 6:43 p.m. Frederick County Board of Supervisors Work Session Minutes * September 11, 2018 MINUTES REGULAR MEETING FREDERICK COUNTY BOARD OF SUPERVISORS WEDNESDAY, SEPTEMBER 12, 2018 7:00 P.M. BOARD ROOM, COUNTY ADMINISTRATION BUILDING 107 NORTH KENT STREET, WINCHESTER, VIRGINIA ATTENDEES Board of Supervisors: Charles S. DeHaven, Jr., Chairman; Gary A. Lofton, Vice Chairman; Blaine P. Dunn; J. Douglas McCarthy; Judith McCann -Slaughter; Shannon G. Trout and Robert W. Wells were present. Staff present: Kris C. Tierney, County Administrator; Jay E. Tibbs, Deputy County Administrator; Roderick B. Williams, County Attorney; Mike Ruddy, Director of Planning; Candice Perkins, Assistant Director of Planning; Mark Cheran, Zoning & Subdivision Administrator; Joe Wilder, Director of Public Works; and Ann W. Phillips, Deputy Clerk to the Board of Supervisors. CALL TO ORDER Chairman DeHaven called the meeting to order at 7:00 p.m. INVOCATION Supervisor Dunn delivered the invocation. PLEDGE OF ALLEGIANCE Vice Chairman Lofton led the Pledge of Allegiance. ADOPTION OF AMENDED AGENDA - APPROVED Upon motion of Supervisor Slaughter, seconded by Supervisor Dunn, the agenda was adopted on a voice vote. CITIZENS COMMENTS - NONE ADOPTION OF CONSENT AGENDA — APPROVED Upon motion of Supervisor Slaughter, seconded by Supervisor Dunn, the consent agenda was adopted on a voice vote. -Minutes: Joint Work Session with School Board of August 6, 2018-CONSENT AGENDA APPROVAL -Minutes: Regular Meeting of August 8, 2018-CONSENT AGENDA APPROVAL -Minutes: Joint Work Session with Planning Commission of August 15, 2018-CONSENT AGENDA APPROVAL - Finance Committee Report (Attachment 1) - CONSENT AGENDA APPROVAL - Public Safety Committee Report (Attachment 2) - CONSENT AGENDA APPROVAL Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 - Transportation Committee Report (Attachment 3) - CONSENT AGENDA APPROVAL - Resolution -Volunteer Fire & Rescue Departments' Eligibility for LODA Benefits - CONSENT AGENDA APPROVAL M"Ia0)Ift0[7NN1 VOLUNTEER FIRE AND RESCUE DEPARTMENTS ELIGIBILITY FOR LODA BENEFITS WHEREAS, the Board of Supervisors of the County of Frederick, Virginia, wishes to comply with the Code of Virginia § 9.1-400 et seq. recognizing local emergency departments; and WHEREAS, the County of Frederick recognizes eleven departments namely • Stephens City Volunteer Fire & Rescue Company, Inc.; • Middletown Volunteer Fire & Rescue Company, Inc.; • Clear Brook Volunteer Fire & Rescue, Inc.; • Gore Volunteer Fire Company; • Round Hill Community Fire & Rescue Company, Inc.; • Gainesboro Fire Company, Inc.; • Star Tannery Volunteer Fire Department; • Greenwood Volunteer Fire & Rescue Company, Inc.; • North Mountain Volunteer Fire Company, Inc.; • Reynolds Store Volunteer Fire & Rescue Company, Inc.; • Millwood Station Volunteer Fire & Rescue Company 21, Inc.; and WHEREAS, the Board of Supervisors, the governing body of the County of Frederick, has for many years recognized the existence of all eleven volunteer organizations, while having never formally adopted a resolution; and WHEREAS, for such fire and rescue departments to be eligible for benefits of the "Line of Duty Act" a resolution must be approved by the governing body; and NOW THEREFORE BE IT RESOLVED that the County of Frederick acknowledges the important contribution made to Frederick County by the members of each fire and rescue department and wishes to make available the benefits of the "Line of Duty Act." ++++++++++++++ - Resolution Honoring Serena "Renny" Manuel - CONSENT AGENDA APPROVAL FREDERICK COUNTY RESOLUTION OF APPRECIATION SERENA R. "RENNY" MANUEL WHEREAS, Serena R. "Renny" Manuel served Frederick County, Virginia, for approximately 27 years as an employee at the Winchester Regional Airport, beginning her career as an Office Assistant in 1991 and receiving promotions to Assistant Airport Manager and Interim Airport Director before her appointment as Airport Director in 1999; and WHEREAS, during her tenure, Serena R. "Renny" Manuel progressively took on a variety of additional responsibilities and assignments and was noted for her incredibly unusual work ethic, diligence, and efficiency; and WHEREAS, Serena R. "Renny" Manuel served as Secretary on the Virginia Airport Operators Council and; WHEREAS, Serena R. "Renny" Manuel was widely recognized as one who could be depended upon to help others in a time of need and one whose sense of humor was appreciated by all; and WHEREAS, Serena R. "Renny" Manuel was an effective leader and team member who excelled at managing numerous capital and airport redevelopment projects, including runway rehabilitation design and construction, an airfield lighting upgrade, T-hangar apron rehabilitation, land acquisition, relocation and rehabilitation of Taxiway "A", and oversight of construction of a second corporate hangar facility; NOW, THEREFORE BE IT RESOLVED, that the Frederick County Board of Supervisors extends its sincerest thanks to Serena R. "Renny" Manuel for her dedication and dependability and wishes her all the best in her future endeavors. BE IT FURTHER RESOLVED, that this resolution be spread across the minutes of the Frederick County Board of Supervisors for all citizens to reflect upon the accomplishments of this public servant. ++++++++++++++ - Resolution Remove Ramsuer Lane and Royston Court from the County Road Naming System- CONSENT AGENDA APPROVAL RESOLUTION REMOVING RAMSUER LANE AND ROYSTON COURT FROM THE COUNTY ROAD NAMING SYSTEM WHEREAS, through the process of routine maintenance of our streets and addressing data, it has been Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 determined that Ramsuer Lane and Royston Court do not exist; and WHEREAS there have never been any addresses assigned off either Ramsuer Lane or Royston Court, in accordance with Chapter 56-6 of County Ordinance, removal of both road names from the County road naming system is recommended; NOW THEREFORE BE IT RESOLVED that the County of Frederick removes Ramsuer Lane and Royston Court from the County road naming system. + + + + + + + + + + + + + + - Resolution Changing the Board of Building Appeals from Six to Five Members - CONSENT AGENDA APPROVAL RESOLUTION CHANGING THE MEMBERSHIP OF THE LOCAL BOARD OF BUILDING CODE APPEALS FROM SIX MEMBERS TO FIVE MEMBERS WHEREAS, the Board of Supervisors of the County of Frederick, Virginia, wishes to reduce the number of members on the Local Board of Building Code Appeals; NOW THEREFORE BE IT RESOLVED that the County of Frederick changes the size of the Frederick County Board of Building Appeals from six members to five members appointed at large and chosen for their credentials as stipulated in Section 119 of the Virginia Construction Code. ++++++++++++++ - Resolution Declaring a Local Emergency in advance of Hurricane Florence - CONSENT AGENDA APPROVAL RESOLUTION DECLARING A LOCAL EMERGENCY IN FREDERICK COUNTY, VIRGINIA WHEREAS, the Board of Supervisors of the County of Frederick does hereby find that: 1. Due to severe weather that is forecasted for Frederick County as part of the Commonwealth of Virginia associated with Hurricane Florence and directly related to perhaps heavy and prolonged rainfall and winds that could impact Frederick County starting on or around September 14, 2018; 2. Due to the flooding associated with the severe weather and the result of impaired travel and access; 3. Infrastructure and systems failures possible in the county creating hazardous and perhaps life - threatening conditions; 4. Impact to local agriculture from extended rainfall and flooding; NOW, THEREFORE, IT IS HEREBY PROCLAIMED by the Board of Supervisors of the county of Frederick, Virginia that an emergency exists throughout the county, and IT IS FURTHER PROCLAIMED AND ORDERED that due to the above stated circumstances, and after consultation with the Coordinator and Deputy Coordinator(s) of Emergency Management, the Director of Emergency Management declared a local emergency pursuant to Section 44-146.21 of the Code of Virginia on September 10, 2018. This local emergency declaration shall remain in effect until September 24, 2018 during which time the powers, functions, and duties of the Director of Emergency Management and the Emergency Services Organizations of the County of Frederick shall be those prescribed by state law and the ordinances, resolutions, and approved plan of the County of Frederick to mitigate the effects of said emergency. ++++++++++++++ BOARD OF SUPERVISORS COMMENTS - None - None COUNTY OFFICIALS: COMMITTEE APPOINTMENTS ANTHONY CAMPBELL NOMINATED TO THE LOCAL EMERGENCY PLANNING COMMITTEE - APPROVED Upon motion of Vice Chairman Lofton, seconded by Supervisor McCarthy, Anthony Campbell was nominated for membership on the Local Emergency Planning Committee. Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 ELAINE CAIN REAPPOINTED TO THE CONSERVATION EASEMENT AUTHORITY —APPROVED Upon motion of Supervisor Slaughter, seconded by Supervisor McCarthy, Elaine Cain was reappointed to the Conservation Easement Authority for a three-year term ending August 24, 2021. The motion carried on a voice vote. CHARLES TRIPLETT REAPPOINTED TO THE CONSERVATION EASEMENT AUTHORITY — APPROVED Upon motion of Supervisor Slaughter, seconded by Supervisor McCarthy, Charles Triplett was reappointed to the Conservation Easement Authority for a three-year term ending August 24, 2021. The motion carried on a voice vote. LOWELL HENDERSON APPOINTED TO THE CONSERVATION EASEMENT AUTHORITY — APPROVED Upon motion of Supervisor Slaughter, seconded by Supervisor McCarthy, Lowell Henderson was appointed to the Conservation Easement Authority for a three-year term ending August 24, 2021. The motion carried on a voice vote. JAY TIBBS APPOINTED AS A FREDERICK COUNTY REPRESENTATIVE TO THE NORTHERN SHENANDOAH VALLEY REGIONAL COMMISSION - APPROVED Upon motion of Vice Chairman Lofton, seconded by Supervisor Slaughter, Jay E. Tibbs was appointed as a Frederick County Representative to the Northern Shenandoah Valley Regional Commission for a three-year term ending September 30, 2021_ The motion carried on a voice vote. ERIC LAWRENCE REAPPOINTED AS A FREDERICK COUNTY REPRESENTATIVE TO THE NORTHERN SHENANDOAH VALLEY REGIONAL COMMISSION - APPROVED Upon motion of Vice Chairman Lofton, seconded by Supervisor Slaughter, Eric Lawrence was reappointed as a Frederick County Representative to the Northern Shenandoah Valley Regional Commission for a three-year term ending September 30, 2021. The motion carried on a voice vote. MIKE RUDDY APPOINTED AS A FREDERICK COUNTY REPRESENTATIVE ALTERNATE TO THE NORTHERN SHENANDOAH VALLEY REGIONAL COMMISSION - APPROVED Upon motion of Vice Chairman Lofton, seconded by Supervisor Slaughter, Mike Ruddy was appointed as a Frederick County Representative Alternate to the Northern Shenandoah Valley Regional Commission for a three-year term ending September 30, 2021. The motion carried on a voice vote. REQUESTS FROM THE COMMISSIONER OF THE REVENUE FOR REFUNDS - APPROVED Mr_ Tierney explained there were two requests for refunds that have been reviewed by the Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 County Attorney. Supervisor Slaughter moved for approval of and the corresponding supplemental appropriations for the refund requests by Acar Leasing LTD for $ 3,025.97 and Toyota Lease Trust for $ 4,087.41. Supervisor Wells seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Gary A. Lofton Aye J. Douglas McCarthy Aye Judith McCann -Slaughter Aye Shannon G.Trout Aye Robert W. Wells Aye Charles S. DeHaven, Jr. Aye ACCEPTANCE OF THE FIRE AND RESCUE STUDY CONDUCTED BY FITCH & ASSOCIATES - APPROVED Upon motion of Supervisor McCarthy, seconded by Vice Chairman Lofton, the Board accepted the report of Fitch and Associates, LLC, on the completed fire and rescue study. The motion carried on a voice vote. COMMITTEE BUSINESS FINANCE COMMITTEE Supervisor Slaughter moved for approval of the following requests: The Sheriff requests an FY19 General Fund supplemental appropriation in the amount of $9,352.43. This amount represents auto insurance claims. No local funds required. The Sheriff requests an FY19 General Fund supplemental appropriation in the amount of $400. This amount represents DARE donations. No local funds required. The Sheriff requests an FY19 General Fund supplemental appropriation in the amount of $750. This amount represents a donation for a K9 vest. No local funds required. Supervisor Wells seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter Aye Supervisor Slaughter moved for approval of the following request The Public Works Director requests an FY19 General Fund supplemental appropriation in the amount of $538,090*. This amount represents carry forwards of the following unspent FY18 funds: • $19,500 to rehab the old Clearbrook compactor to be used at a future site; • $45,000 for site improvements at the Middletown Convenience site; • $385,342 for the completion of the Stephenson Convenience Center; • $6,521 for spay/neuter shelter animals; and • $6,727 for the Animal Shelter building addition design. These items have been approved by the Public Works Committee. Supervisor McCarthy seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Gary A. Lofton Aye J. Douglas McCarthy Aye Judith McCann -Slaughter Aye Shannon G.Trout Aye Robert W. Wells Aye Charles S. DeHaven, Jr. Aye *Note: $75,000 for anticipated increased collection costs of refuse and recycling was postponed by the Board. Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 Supervisor Slaughter moved for approval of the following request: The Sheriff requests an FY19 General Fund supplemental appropriation in the amount of $5,000. This amount represents a Byrne/JAG grant that has been awarded for Narcan. No local funds are required. Supervisor Wells seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter Aye Supervisor Slaughter moved for approval of the following request The Sheriff requests an FY19 General Fund supplemental appropriation in the amount of $18,000. This amount represents a grant that has been awarded for crime prevention pamphlets and Police to Citizen software. The local match of $2,000 is being met with a current position's salary. Supervisor Wells seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter Aye Supervisor Slaughter moved for approval of the following request The Sheriff requests an FY19 General Fund supplemental appropriation in the amount of $175,000. This amount represents maximum funds needed for a SWAT Truck Conversion vehicle. This request has been approved by the Public Safety Committee. Local funds are required. Supervisor Wells seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter Aye Supervisor Slaughter moved for approval of the following request The Deputy County Administrator requests an FY19 General Fund supplemental appropriation in the amount of $31,044. This amount represents carry forwards of the following unspent FY18 funds: a. $13,780 for sealant replacement at the County Administration Building; b. $2,616 for carpet replacement in the Health Department; and C. $14,648 for carpet replacement in the Treasurer's office. The Committee recommends approval of the entire request. Supervisor Dunn seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Gary A. Lofton Aye J. Douglas McCarthy Aye Judith McCann -Slaughter Aye Shannon G. Trout Aye Robert W. Wells Aye Charles S. DeHaven, Jr. Aye Supervisor Slaughter moved for approval of the Finance/Audit Committee charter adopted by the Board of Supervisors as it stands with no changes. Supervisor Wells seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter Aye Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 Supervisor Slaughter moved for approval of requiring the Schools to present the School Operating Fund budget by major classifications as listed in the Code of Virginia 22.1-115. Supervisor Dunn seconded the motion. The Board discussed the merits of requiring categorical funding. The motion to require the Schools to present the School Operating Fund budget by major classifications carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout No Gary A. Lofton Aye Robert W. Wells No J. Douglas McCarthy Aye Charles S. DeHaven, Jr. No Judith McCann -Slaughter Aye PUBLIC HEARINGS (Non -Planning Items) - PROPOSED SCHOOL BOND FINANCINGS BY THE BOARD OF SUPERVISORS OF FREDERICK COUNTY. VIRGINIA — APPROVED Notice is Hereby Given that the Board of Supervisors (The "Board) of the County of Frederick, Virginia (the "County) will Hold a Public Hearing in Accordance with Section 15.2-2606 of the Code Of Virginia of 1950, as Amended, on the Issuance of General Obligation School Bonds (the "Bonds') of the County in an Aggregate Principal Amount Not to Exceed $45,500,000 to Finance Certain Capital Projects for Public School Purposes, Consisting Primarily of the Construction and Equipping of the Replacement Robert E. Aylor Middle School. A Resolution Authorizing the Issuance of the Bonds will be Considered by the Board of Supervisors at its Meeting on Wednesday, September 12, 2018. All Interested Parties are Invited to Attend and Present Oral or Written Comments. Supervisor Trout stated she wanted to disclose for the record, relative to this item and pursuant to the State and Local Government Conflict of Interests Act, that she is employed by Frederick County Public Schools as a teacher and therefore is a member of a group who is or may be affected by the item, and that she is able to participate in the transaction fairly, objectively, and in the public interest. Chairman DeHaven opened the public hearing. The speakers were as follows: Shawn Graber, Back Creek District, said the County has enormous debt and urged the members to vote no on the bond financing. He said continued borrowing will cause tax increases and many citizens already have difficulty paying taxes. He asked why costs to construct schools are higher in the County than in surrounding localities and noted the schools have requested a budget amendment for each of the last three years. Robin Young, Back Creek District, said the constituents appreciate the school system and she is a supporter of education in the County. Chairman DeHaven closed the public hearing. Supervisor Slaughter moved for approval of the resolution authorizing the issuance of bonds in the amount of $45,500,000.00 to finance Certain Capital Projects for Public School Purposes, Consisting Primarily of the Construction and Equipping of the Replacement Robert E. Aylor Middle School. Supervisor Wells seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter Aye Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 AMENDMENT TO THE 2018-2019 FISCAL YEAR BUDGET - APPROVED Pursuant to Section 15.2-2507 of the Code of Virginia, 1950, as Amended, the Board of Supervisors will Hold a Public Hearing to Amend the Fiscal Year 2018-2019 Budget to Reflect: Landfill Fund Supplemental Appropriation in the Amount of $3, 706, 000 for the Carry Forward of Unspent Funds for Generator Maintenance, Gas Treatment Skid Parts Replacement, a Trash Compactor, and a Leachate Collection Pond. Mr. Tierney said the cumulative amount of the budget amendment allowing carry -forward of unspent landfill fund monies dictates that a public hearing is necessary. Chairman DeHaven opened the public hearing. There were no speakers. Chairman DeHaven closed the public hearing. Vice Chairman Lofton noted the funds involved are from the landfill's enterprise funds rather than from the general fund. Supervisor Slaughter moved for approval of amending the Fiscal Year 2018-2019 Budget to Reflect: Landfill Fund Supplemental Appropriation in the Amount of $3,706,000 for the Carry Forward of Unspent Funds for Generator Maintenance, Gas Treatment Skid Parts Replacement, a Trash Compactor, and a Leachate Collection Pond. Vice Chairman Lofton seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Gary A. Lofton Aye J. Douglas McCarthy Aye Judith McCann -Slaughter Aye Shannon G.Trout Aye Robert W. Wells Aye Charles S. DeHaven, Jr. Aye PROPOSED AMENDMENTS TO THE FREDERICK COUNTY CODE, CHAPTER 48 ANIMALS AND FOWL, ARTICLE I DOG LICENSING; RABIES CONTROL, SECTION 48-18 LICENSE TAXES — APPROVED The Proposed Amendments Would Allow for Lifetime Licensing of Dogs and would Permit Zero Cost Lifetime Licenses for Dogs Adopted from the Esther Boyd Animal Shelter. The Intent of the Proposed Ordinance Amendments Would Be to Reduce the Administrative Burden of the County's Current Dog Licensing System and Encourage Adoptions from the Shelter. Mr. Williams provided background information on the proposed amendments. Chairman DeHaven opened the public hearing. There were no speakers. Chairman DeHaven closed the public hearing. Supervisor Trout moved for approval of the proposed amendments that would allow for lifetime licensing for dogs adopted from the Esther Boyd Animal Shelter. Supervisor McCarthy seconded the motion which carried on a roll call vote as follows Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter Aye PROPOSED AMENDMENTS TO THE FREDERICK COUNTY CODE. CHAPTER 48 ANIMALS AND FOWL, ARTICLE II NOISE, SECTION 48-23 UNREASONABLE NOISE UNLAWFUL, SECTION 48-24 ENFORCEMENT, AND SECTION 48-25 VIOLATIONS AND PENALTIES; AND CHAPTER 118 NOISE, SECTION 118-1 UNREASONABLE NOISE UNLAWFUL, SECTION 118-2 ENFORCEMENT, SECTION 118-3 VIOLATIONS AND PENALTIES, AND THE ADDITIONS OF SECTION 118-4 SPECIFIC PROHIBITIONS AND SECTION 118-5 EXCEPTIONS— FAILED The Proposed Amendments Would Revise the Noise Ordinance to Adopt as the Standard for Prohibited Noise as "Plainly Audible" at Certain Points Beyond Its Source. Also, with Respect to Barking Dogs, the Proposed Revisions Further Require that Barking Occur at Least Once a Minute for Ten Consecutive Minutes Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 in Order to be Prohibited. The Proposed Amendments do not Generally Deviate from the General Principles of the Current Ordinance and Keeps the General Noise Prohibition Limited to the RP, R4, R5 and MH Zoning Districts, with the Noise Prohibition being Applicable 9:00 P.M. to 6:00 A.M. The Proposed Amendments Also Expressly Provide that the Noise Prohibition Does Not Apply to a Bona Fide Agricultural Activity and Includes a Further List of other Activities that are not Subject to the Prohibition. Mr. Williams provided background information on the proposed amendments noting the proposals will address recent action at the Virginia Supreme Court and have exceptions that will be more consistent with expectations of current practice regarding noise prohibition. Supervisor Wells inquired whether the wording of the amendment is in compliance with the state code. Mr. Williams said there is no approved wording. Chairman DeHaven opened the public hearing. The speakers were: Robin Young, Back Creek District, noted that agricultural equipment noise can de disturbing but is not addressed by the ordinance. Shawn Graber, Back Creek District, asked how you can get a dog to stop barking and where private property rights start and stop. He asked the Board to let the issue die. Chairman DeHaven closed the public hearing. Supervisor Trout moved for approval of the proposed amendments as presented. The motion died for lack of a second. PROPOSED AMENDMENTS TO THE FREDERICK COUNTY CODE, CHAPTER 52 BUILDING CONSTRUCTION, SECTION 52-5 ISSUANCE OF PERMITS AND CHAPTER 143 STORMWATER/EROSION AND SEDIMENT CONTROL, SECTION 143-195 ISSUANCE, TIME LIMIT, MODIFICATION, MAINTENANCE, TRANSFER AND/OR TERMINATION OF FREDERICK COUNTY LAND -DISTURBING PERMIT AND VSMP AUTHORITY PERMIT — APPROVED The Proposed Amendments Would Require that any Delinquent Real Estate Taxes and Other Charges that Constitute a Lien on a Property, that are Owed to the Locality, be Paid before the Locality Accepts an Application for a Building Permit or Stormwater/Erosion and Sediment Control Permit for the Property. The Proposed Ordinance Amendments Would Apply to New Construction and Additions but Would not be Applicable to Emergency Work. Mr. Williams explained the purpose of the amendments saying the Treasurer is in favor of the amendment requiring delinquent taxes to be paid prior to permits being granted. Chairman DeHaven opened the public hearing. There were no speakers. Chairman DeHaven closed the public hearing. Supervisor Wells moved for approval of the proposed amendments as presented. Supervisor McCarthy seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter Aye IWK0l011.y0117_11u104001u1O1►NVa11111YIID■yN0ll]0IN[y:1KK010►Y11•KKlll]WKyl/\yY0l: FF Y1/_WI11Y[UMA INAN[a]0WKI/I IU1/_A4111►■Ill:iy11EVI M:T.Y1lall Y141IMAM 04: 3Arel N&Ix6iY[11►1 155-34 TAX IMPOSED— APPROVED This Proposed Amendment Would Correct a Typographical Error within Section 155-34 (A)(1)(a)(2)(c) which Provides the Formula by which the Tax on Electricity is Calculated when the Electricity is being Consumed by Multiple Dwellings or Units through a Master Meter. The Subsection, Currently, Erroneously Refers to Apartment Houses or Multiple -Family Dwellings Utilizing Gas Service, not Electric Service. Mr. Williams explained the amendments saying they are technical and typographical corrections. Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 Chairman DeHaven opened the public hearing. There were no speakers. Chairman DeHaven closed the public hearing. Supervisor Trout moved for approval of the proposed amendments to Chapter 155 Taxation as presented. Vice Chairman Lofton seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Gary A. Lofton Aye J. Douglas McCarthy Aye Judith McCann -Slaughter Aye PLANNING COMMISSION BUSINESS Public Hearings Shannon G.Trout Aye Robert W. Wells Aye Charles S. DeHaven, Jr. Aye REZONING #05-17 FOR O.N. MINERALS (CHEMSTONE) d/b/a CARMEUSE LIME & STONE — APPROVED To Amend the Proffers for this Property; Rezoning 394.2 Acres from the EM (Extractive Manufacturing) District with Proffer to the EM (Extractive Manufacturing) District with Revised Proffers. The Properties are Situated Generally West of the Town of Middletown. Specifically, the Middle Marsh Property is Located East of Belle View Lane (Route 758), and West and Adjacent to Hites Road (Route 625) and is Further Traversed by Chapel Road (Route 627). The Northern Reserve is Bounded to the South by Cedar Creek and is West and Adjacent to Meadow Mills Road (Route 624). The Properties are Identified with Property Identification Numbers 83-A-109 and 90-A-23 in the Back Creek Magisterial District. Ms. Perkins explained the request to rezone 3942+/- acres from the EM (Extractive Manufacturing) District with proffers to the EM (Extractive Manufacturing) District with revised proffers. The Middletown site was originally rezoned to the EM (Extractive Manufacturing) District with Rezoning #03-06 for O-N Minerals (Chemstone) which was approved in 2008. She said the Applicant is proposing an amendment to the approved proffers from Rezoning #03- 06. She noted the request had been denied on July 25 with that vote having been rescinded on August 8 and scheduled for this current public hearing. She said the current proffers include clarification of the hours of operation. Supervisor Trout requested clarification of the term `major holidays' and the Applicant's representative, George McKotch, said the term encompasses the main 11 holidays usually recognized. Supervisor McCarthy asked whether the applicant would be amenable to adding the language "No operations will occur on Saturday and Sunday." Mr_ McKotch agreed to include the new language. Chairman DeHaven opened the public hearing. Richard Dye, owner of 65 acres adjacent to the subject property, said his concern is the postponing of the berm on the southeast side adjacent to his property. He said he would prefer that berm be built sooner to allow the trees to mature and grow in. He said he would like the applicant to be required to build the berm 10 years in advance of mining as they agreed to in 2008. Robin Young, Back Creek District, thanked the Board for the reconsideration of the request. She asked the Board to vote yes and benefit the neighbors by agreeing to the new proffers. She noted the 30-some petitions received by the Board in favor of the new proffers. 10 Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 Keon Banks, Back Creek District, thanked the Board for its patience to allow a good decision to be made and said he is in favor of the new proposal. Vickie West, Back Creek District, said she did not want the Board to vote yes. She asked if the Board had done all the impact studies. She asked the Board to vote no or hold off for more study. Chairman DeHaven closed the public hearing. Vice Chairman Lofton moved for approval of rezoning #05-17 with the updated proffers. Supervisor McCarthy seconded the motion. Supervisor McCarthy moved to amend the previous motion to make the approval contingent upon the applicant presenting amended proffer language to read: 1- Hours of operation for the property north of Chapel Road shall be only 6:00 am to 10:00pm, Monday through Friday. 2- There will be no operations on major holidays. 3- There will be no operations of Saturday or Sunday. Supervisor Dunn seconded the motion to amend the main motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Gary A. Lofton Aye J. Douglas McCarthy Aye Judith McCann -Slaughter No Shannon G.Trout Aye Robert W. Wells Aye Charles S. DeHaven, Jr. No The amended main motion for approval of rezoning #05-17 with additional proffer language specified as: 1- Hours of operation for the property north of Chapel Road shall be only 6:00 am to 10:00 pm, Monday through Friday; 2-There will be no operations on major holidays; and 3-There will be no operations on Saturday or Sunday; carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. No Judith McCann -Slaughter No REZONING #02-18 FOR ST. PAUL'S ON THE HILL - APPROVED Submitted by Greenway Engineering, Inc., to Rezone 4.971+1- Acres from the RP (Residential Performance) District to the RP (Residential Performance) District with Proffers. The Property is Located at 1527 Senseny Road and is Identified by Property Identification Number 54-A-128 in the Red Bud Magisterial District. Ms. Perkins summarized the request to rezone a total of 4.971+/- acres of land to the RP (Residential Performance) district with Proffers to restrict the use of the subject property to a church and housing for older persons. She said the site is located within the Sewer and Water Service Area (SWSA) and the Urban Development Area (UDA), and the Property is currently designated in the Senseny/Eastern Frederick Urban Area Plan of the 2035 Comprehensive Plan for institutional land use with environmental resources. She continued saying while the current land use plan designation is inconsistent with the current RP Zoning, the Applicant is seeking an amendment to the Comprehensive Plan to designate this property as Urban Center. Ms. Perkins explained the proffer as follows: Development on the Property shall be limited 11 Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 to a Church, and to Housing for Older Persons as that term is defined in 42 USC § 3607(b)(2) and regulations issued thereunder, and any applicable state law or local ordinance; and provided further that as to 100% of the housing units, each unit shall be rented or sold such that at least one resident in each unit is a person at least age 55 or over. She added the Comprehensive Plan Amendment is being processed concurrently with this proposed rezoning and noted the Planning Commission recommended approval of this rezoning at their meeting on August 15, 2018. Chairman DeHaven opened the public hearing. There were no speakers. Chairman DeHaven closed the public hearing. Vice Chairman Lofton and staff members discussed the age restriction and the requirement that only one household member be over the ages of 55. Supervisor Dunn said the original intent was for the age restriction to be 62 and older, but federal regulations had complicated that proposal. Paul Brown of Wesley Housing, speaking for the Applicant, said the intent is for 100% of the units to house low income seniors, and the age restriction for one member being of 55 or over instead of 62 and over allows some flexibility for extended family members in the households. Supervisor Dunn moved for approval of rezoning #02-18 for St. Paul's on the Hill. Supervisor McCarthy seconded the motion. The Board discussed the possibility of school -age children residing in the age -restricted units, the total number of proposed units as 70 (59 one -bedroom and 11 two -bedroom), and the number of units that could be built by -right with no age restriction as being 49. The motion for approval of rezoning #02-18 carried on a roll call vote as follows: Blaine P. Dunn Aye Gary A. Lofton No J. Douglas McCarthy Aye Judith McCann -Slaughter Aye Shannon G.Trout Aye Robert W. Wells No Charles S. DeHaven, Jr. Aye CPPA #O1-18 ST. PAUL'S ON THE HILL — LAND USE DESIGNATION AMENDMENT REQUEST -APPROVED This is a Request to Change the Land Use Designation for One Parcel of Land that Totals 4.971 Acres. The Property is Identified by Property Identification Number 54-A-128 and is Located at 1527 Senseny Road in the Red Bud Magisterial District. The Property is Located within the Sewer and Water Service Area (SWSA) and the Urban Development Area (UDA). The Property is Currently Designated in the Senseny/Eastern Frederick Urban Area Plan of the 2035 Comprehensive Plan for Institutional Land Use with Environmental Resources. The Applicant is Requesting to Change the Current Institutional Designation to Urban Center. Ms. Perkins explained the request for amendment to the Senseny/Eastern Frederick Urban Area Plan of the 2035 Comprehensive Plan saying the Applicant is requesting to change the future land use designation from Institutional to Urban Center to allow for the construction of 70-unit age -restricted, low-income apartment building. She said the subject property contains 4.971+/- acres, has an address of 1527 Senseny Road, and is identified with Property Identification Number 54-A-128. She noted the property is located within the Sewer and Water Service Area (SWSA) and the Urban Development Area (UDA). Ms. Perkins continued saying the Property is designated in the Senseny/Eastern Frederick Urban Area Plan of the 2035 Comprehensive Plan for institutional land use with environmental resources with the institutional land use being reflective 12 Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 of the existing church located on the property. She added that land uses surrounding the subject property include institutional, residential and The Greenwood Urban Center, and the Applicant is requesting to change the future land use from Institutional to Urban Center. Ms. Perkins noted that the subject property is currently zoned RP (Residential Performance) District, and the current by -right density for this Property if developed with townhouses or garden apartments would be 10-units per acre, or 49 units. She said the Owner is seeking to construct a 70-unit age -restricted low-income apartment building which would equate to 14-units per acre. She said the Applicant is seeking to change the land use designation to Urban Center as this designation would allow for up to 20-units per acre by -right. She noted the Applicant has now received a rezoning to restrict the use of the property to a church and housing for elderly households (Rezoning #02-18). Ms. Perkins concluded saying the Planning Commission recommended approval of the amendment. Vice Chairman Lofton and Ms. Perkins discussed the possibility of the Church subdividing the property. At the request of Supervisor Dunn, Ms. Perkins explained the relationship of the current request to the rezoning request approved immediately prior this item. She said the original intent was a comprehensive plan amendment changing the land use designation from institutional to urban center to allow for the higher density housing. She said to address concerns about school - age children moving into the high -density development, the age restriction requirement was added via proffer in the rezoning request. She added the two requests were being processed concurrently. Evan Wyatt, representing the Applicant, noted to do the multifamily development, the property needed to be designated as urban center. Supervisor Dunn noted the site is directly across the street form the urban center zone. Chairman DeHaven opened the public hearing. There were no speakers. Chairman DeHaven closed the public hearing. Supervisor Dunn moved for approval of CPPA #01-18 St' Paul's on the Hill land use designation amendment. Supervisor McCarthy seconded the motion. Vice Chairman Lofton said he was not completely opposed to the land use designation change, but he still had concerns about the long-term effects of the change. The motion for approval of CPPA #01-18 was carried on a roll call vote as follows: Blaine P. Dunn Aye Gary A. Lofton No J. Douglas McCarthy Aye Judith McCann -Slaughter Aye Shannon G.Trout Aye Robert W. Wells No Charles S. DeHaven, Jr. Aye CONDITIONAL USE PERMIT #08-18 FOR TRAILER DROP. LLC - APPROVED Submitted by GreyWolfe, Inc., for a Tractor Truck and Tractor Truck Trailer Parking Use as a Conditional Use in the M1 (Light Industrial) District. The Property is in Stonewall Industrial Park at the End of McGhee Road (Route 861), Winchester, Virginia and is Identified with Property Identification Number 43-19-64 in the Stonewall Magisterial District. Mr. Cheran described the request for a Conditional Use Permit (CUP) for a tractor truck and tractor truck trailer parking area located within the Stonewall Industrial Park adding that the 13 Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 CUP use would not have any significant impacts on the adjoining properties. He said the 2035 Comprehensive Plan identifies this property within an area of the County intended to remain industrial in nature, and this CUP should implement the policies expressed in the Comprehensive Plan, in particular addressing future Route 37 which is a feature of the County's Eastern Road Plan. Mr. Cheran said the Planning Commission expressed that this application should address the Route 37 right-of-way and should ensure that structures associated with the use are not located in the future right-of-way. He said should the Board of Supervisors find this use appropriate, the Planning Commission recommends the following conditions be placed on the CUP: 1. All review agency comments and requirements shall be complied with at all times. 2. The site plan for this property shall be designed to accommodate the future Route 37 right-of- way. No structures shall be located within the future Route 37 right-of-way. 3. The site shall meet the requirements of the Frederick County Zoning Ordinance Section 165- 204.24 Tractor truck and Tractor truck trailer parking. 4. At such time this property develops with a by -right M1 light industrial use, this conditional use permit shall be null and void. 5. Any expansion or change of use shall require a new Conditional Use Permit. The Applicant, Gary Oates of GreyWolfe Inc., said there will be nothing built in the Route 37 right -of way. Chairman DeHaven opened the public hearing. There were no speakers. Chairman DeHaven closed the public hearing. Supervisor Slaughter moved for approval of Conditional User Permit #08-18 for Trailer Drop, LLC. Supervisor Wells seconded the motion which carried on a roll call vote as follows: Blaine P. Dunn Aye Gary A. Lofton Aye J. Douglas McCarthy Aye Judith McCann -Slaughter Aye Shannon G.Trout Aye Robert W. Wells Aye Charles S. DeHaven, Jr. Aye REVOCATION OF CONDITIONAL USE PERMIT #13-96 (HOGUE CREEK COUNTRY MARKET) FOR WINCHESTER 101 LLC — NO FURTHER ACTION TAKEN This Conditional Use Permit is Pr000sed to be Revoked Due to Violations of Conditions 4 and 7 from Conditional Use Permit #13-96 which Pertains to Buffers. Liahtina Pollution. Noise. Debris and Hours of Operation. The Property is Located at 4780 Northwestern Pike, Winchester, Virginia and is Identified with Property Identification Number 40-A-66D in the Gainesboro Magisterial District in the RA (Rural Areas) Zoning District. Mr. Cheran said at the July 25, 2018, meeting the Frederick County Board of Supervisors directed that CUP # 13-96, Hogue Creek Country Market be presented to the Planning Commission and Board of Supervisors for potential revocation through the process described in the Frederick County Zoning Ordinance for the revocation of a Conditional Use Permit (CUP). He said the Planning Commission held a public hearing on August 15, 2018 and recommended that the CUP # 13-96, Hogue Creek Country Market, not be revoked at this time. Mr. Gifford Hampshire, the attorney representing the Owner, said the Owner wants to be a good neighbor, has only owned the property since 2014, and has addressed complaints promptly. He listed changes in lighting and signage that have been added in response to complaints. He said 14 Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 the Owner has gone above and beyond to address concerns and has implemented a policy to begin closing procedure at 11:45 pm to ensure a midnight closure. Mr. Hampshire said the County ordinance states that permit revocation is allowed only for certain things including repeated violations. He noted that there is only one citation to the Owner even though there are other complaints. He asked that the Board listen to the citizens who have said they want the business to remain open. He said the complainant, Mrs. Menefee, told the Planning Commission she is not necessarily in favor of revocation, but wants her concerns addressed. Chairman DeHaven opened the public hearing. The speakers were: Robin Menefee, Gainesboro District, said she is the adjoining property owner. She reviewed photos showing the changes and growth in the business over the years since the CUP was granted. She noted her concerns including a fence that went unrepaired allowing trash from the business to blow onto her property. Edward Menefee, Gainesboro District, said he is an adjoining property owner, said he did not wish to close the business, but wished to request some changes to make things better for the community. He read a letter from his former tenant listing concerns about the business. He asked for more conditions on the business including a definition of the word "closed" and asked that the Board delay voting on the matter until a later meeting. Beth Potts, frequent customer of the store said it would be a shame for the store to close over issues that have been fixed. Mark Stivers, Gainesboro District, said that looking back the store was a country store but has grown until when it is a very large enterprise next to a residential property. He asked the Board how the "creep" occurred that has resulted in the large business that exists. He said this is a lesson for the County in the future. Ray Hiner, Back Creek District, said a business is going to grow and that is part of living next to a business. He said the complaints have been addressed. He asked why the business can't have 24-hour operations if they comply with the rules. Robin Menefee, Gainesboro District, said there should be accountability. She said nothing is done until the County enforces conditions. She said the business will continue to grow and asked for help addressing the weaknesses of the permit. Chairman DeHaven closed the public hearing. Supervisor McCarthy moved that the Board not take any further action on the matter. Supervisor Dunn seconded the motion. Supervisor McCarthy said he appreciates the owners having addressed the concerns but said a good neighbor addresses a problem before the County sends a citation. He said this is an example of why CUPs are bad ideas in these types of situations. The motion for no further action carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter Aye 15 Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 Other Planning Items DISCUSSION OF 2018 COMPREHENSIVE PLAN AMENDMENTS Ms. Perkins said the Planning Department received two Comprehensive Plan Amendment (CPPA) requests by the June 1, 2018 deadline, and the Comprehensive Plans and Programs Committee (CPPC) met on July 9, 2018 to discuss the applications. She provided a summary and timeline for each request: CPPA #02-18, for the Carter Tract — Sewer and Water Service Area (SWSA) Inclusion Request and Industrial Land Use Designation Request; Parcels 45-A-2, 45-A-7, 33-A-144 and 33-A-89. This is a request to expand the boundary of the Sewer and Water Service Area (SWSA) to include 213.8 acres of land and to designate the site for industrial land uses. The properties are currently zoned RA (Rural Areas) and the Northeast Frederick Land Use Plan shows the properties as remaining rural. The properties are located north of the CSX Railroad, south of Brucetown Road, and east/adjacent to the Clearbrook quarry in the Stonewall Magisterial District. CPPC Recommendation: Consideration for further study Frederick Water. A new comment was issued by Frederick Water for the Carter Tract request dated August 27, 2018, in connection with a possible swap -out of land currently in the SWSA. CPPA #03-18, for Waverly Farm — Sewer and Water Service Area (SWSA) Inclusion Request; Parcels 33-A-69, 33-A-70, 44-A-80 and 44-A-80A. This is a request to expand the boundary of the Sewer and Water Service Area (SWSA) to include 145.50 acres of land; currently 51.36 acres of the site is within the SWSA. The properties are currently zoned RA (Rural Areas); however, the Northeast Frederick Land Use Plan designates these parcels for mixed use industrial/office and industrial uses. The properties are located south of Hopewell Road and west of Interstate 81, in the Stonewall Magisterial District. CPPC Recommendation: Consideration for further study CPPA #02-18, CARTER TRACT — SEWER AND WATER SERVICE AREA (SWSA) INCLUSION REQUEST AND INDUSTRIAL LAND USE DESIGATNION REQUEST; PARCELS 45-A-2, 45-A-7, 33-A-144 AND 33-A-89 — SENT TO PLANNING COMMISSION FOR STUDY Supervisor Slaughter moved that the Board send CPPA #02-18, Carter Tract to the Planning Commission for further study in light of the memo of August 27 regarding the land swap which would result in a net zero gain in land in the SWSA as discussed at the Board work session. Supervisor Wells seconded the motion. Mr. Tierney asked for clarification that the motion is intended to move the matter to study with the stipulation that there is a net zero gain in land in the SWSA. Supervisor Slaughter agreed with Mr. Tierney's description of the motion. The motion carried on a roll call vote as follows: Blaine P. Dunn Aye Shannon G. Trout Aye Gary A. Lofton Aye Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter Aye CPPA #03-18, WAVERLY FARM — SEWER AND WATER SERVICE AREA (SWSA) INCLUSION REQUEST; PARCELS 33-A-69, 33-A-70, 44-A-80 AND 44-A-80A —NOT SENT FORWARD FOR STUDY Supervisor Slaughter moved that the CPPA #03-18 not be sent forward for study. Supervisor McCarthy seconded the motion. Supervisor Slaughter said the historically the Board has not studied an area unless the infrastructure for development was in place. Vice Chairman Lofton said if the area is not 16 Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 included, then it will not be considered for expansion. He said it is shortsighted not to look forward and study the area. The motion to not study CPPA #03-18 carried on a roll call vote as follows: Blaine P. Dunn Aye Gary A. Lofton No J. Douglas McCarthy Aye Judith McCann -Slaughter Aye Shannon G.Trout Aye Robert W. Wells Aye Charles S. DeHaven, Jr. Aye REQUEST FOR APPROVAL OF PUMP AND HAUL PERMIT FOR 165 CALDWELL LANE -APPROVED Ms. Perkins said staff received a request seeking approval of a Pump & Haul Permit for an existing residence at 165 Caldwell Lane, Winchester, that has a noncompliant system installed by a previous owner_ She said the request appears to comply with the code requirements and, therefore, Board consideration of the request is appropriate. The Board and the Applicant discussed the existing pump and haul system, the safeguards on the newer systems, and the residency of the owner. Supervisor Trout moved for approval of the pump and haul system at 165 Caldwell Lane. Supervisor Wells seconded the motion. The Board and staff discussed whether the home qualifies for the system as a dwelling with a failed system and maintenance of a system by owners rather than tenants. Ms. Perkins said the dwelling has a failed system and qualifies for consideration of a pump and haul system. Mr_ Tierney said that there have been several pump and haul systems permitted over the years, and the practice has been when a home is un-occupiable without adding a pump and haul system, it is permissible. He said a pump and haul system is a solution of last resort. The motion to approve the pump and haul system at 165 Caldwell Lane carried on a roll call vote as follows: Blaine P. Dunn No Gary A. Lofton Aye J. Douglas McCarthy No Judith McCann -Slaughter Aye BOARD LIAISON REPORTS Shannon G.Trout Aye Robert W. Wells Aye Charles S. DeHaven, Jr. No Supervisor Trout provided an update on the last meeting of Frederick Water. Vice Chairman Lofton provided an update on the last Social Services Board meeting. CITIZEN COMMENTS - None BOARD OF SUPERVISORS COMMENTS SET PUBLIC HEARING ON FY 2018-2019 BUDGET AMENDMENT FOR A $7.5 MILLION APPROPRIATION FOR ADDITIONAL FUNDS FOR THE AYLOR MIDDLE SCHOOL REPLACEMENT PROJECT FOR SEPTEMBER 26, 2018 - APPROVED Supervisor Trout stated she wanted to disclose for the record, relative to this item and pursuant to the State and Local Government Conflict of Interests Act, that she is employed by Frederick County Public Schools as a teacher and therefore is a member of a group who is or may 17 Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 be affected by the item, and that she is able to participate in the transaction fairly, objectively, and in the public interest. Regarding the recent appropriation of $45.5 million, Supervisor Trout said in light of the growth in the County the appropriated amount of $45.5 million is not enough to build a school of the appropriate size. She said she wishes to move forward with holding a public hearing on an additional $7.5 million to be allocated for an Aylor replacement which will meet the original School Board request of $52 million with an additional $ lmillion to allow for inflation. Supervisor Trout noted the Board had made mistakes in school construction in the past, citing Sherando High School opening at 90% capacity in 1993. She said the need for a fourth high school is undeniable. Regarding the School Board's intention to return the old Aylor Middle School to the County as surplus, she said the minutes of the recent School Board meeting indicate that they will surplus the building. She said the Board needs to continue working with the School Board for the success of the community. Supervisor Trout moved that the Board of Supervisors set a public hearing for September 26, 2018, to consider an FY 2018-2019 budget amendment for the appropriation of $7.5 million to be used as additional funds for the Aylor Middle School replacement project. Supervisor Wells seconded the motion. Supervisor McCarthy said he is open to discussion on appropriation of additional funds, but that he would like the School Board to pass a resolution on their intention to surplus the old Aylor Building as well as the old school bus depot building site_ Supervisor Trout said the intention to surplus is in the School Board minutes, and the School Board should be trusted. Supervisor McCarthy said that if the intention is real, then placing it in writing should not be a problem. Supervisor Trout noted that the School Board minutes are effectively putting the issue in writing. Supervisor Dunn discussed the issue of how education is delivered and differences in philosophies. He said the School Board will be requesting over $200 million in the next few years. He suggested postponing the matter for further discussion. Supervisor Wells said his district is growing rapidly. He said he does not wish to burden the taxpayer, but the new middle school will need to be added to soon if it is not built to the appropriate size. Supervisor Trout noted that local government moves slowly, and she encouraged the Board to vote to hold the public hearing in order not to delay the School Board as they plan for the fall bond cycle. The motion to set the public hearing on an additional $7.5 million appropriation for September 26, 2018, carried on a roll call vote as follows: Blaine P. Dunn No Shannon G. Trout Aye Gary A. Lofton No Robert W. Wells Aye J. Douglas McCarthy Aye Charles S. DeHaven, Jr. Aye Judith McCann -Slaughter No 18 Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 ADJOURN On motion of Vice Chairman Lofton, seconded by Supervisor Trout, the meeting was adjourned at 9:42 p.m. 19 Frederick County Board of Supervisors Regular Meeting Minutes * September 12, 2018 FINANCE COMMITTEE REPORT to the BOARD OF SUPERVISORS Wednesday, September 19, 2018 8:00 a.m. 107 NORTH KENT STREET, WINCHESTER, VIRGINIA A Finance Committee meeting was held in the First Floor Conference Room at 107 North Kent Street on Wednesday, September 19, 2018 at 8:00 a.m. ATTENDEES: Committee Members Present: Judith McCann -Slaughter, Chairman; Charles DeHaven; Gary Lofton; Jeffrey Boppe; and Angela Rudolph. Non -voting liaison: Ellen Murphy, Commissioner of the Revenue. Committee Members Absent: William Orndoff, Treasurer (non -voting liaison). Staff present: Cheryl Shiffler, Finance Director; Sharon Kibler, Assistant Finance Director; Jennifer Place, Budget Analyst; Kris Tierney, County Administrator; Rod Williams, County Attorney; John Bishop, Transportation Director; LeeAnna Pyles, Public Safety Communications Director; and Jon Turkel, Assistant Parks & Recreation Director. Others Present: David Sovine, FCPS Superintendent; and Patty Camery, FCPS Executive Director of Finance. NO ACTION REQUIRED 1. The Finance Director presents FY 2018 Year End financial information. See attached, p. 3 — 10. 2. The FCPS Finance Director provides FY 2018 Year End financial information and is available for discussion. See attached, p. 11— 36. ITEMS REQUIRING ACTION BY BOARD OF SUPERVISORS: (.) Items 5 and 8 were approved under consent agenda. 3. The FCPS Finance Director requests a School Operating Fund and General Fund supplemental appropriations in the amount of $316,537.71. This amount represents a carry forward of unspent, restricted grant funds. See attached memo, p. 37. The committee recommends approval. 4. The FCPS Finance Director requests a School Operating Fund and General Fund supplemental appropriations in the amount of $186,878,76. This amount represents a carry forward of unspent FY18 school operating funds for the purchase of a school bus and security equipment. Local funds are required. See attached memo, p. 37. The committee recommends approval. S. (.) The Public Safety Communications Director requests a General Fund supplemental appropriation in the amount of $14,166.88. This amount represents an insurance reimbursement for a lightning strike. No local funds required. See attached memo, p. 38 —40. 6. The Transportation Director requests a public hearing for a Development Projects Fund supplemental appropriation in the amount of $9,370,435.09. This amount represents additional funds for the 181 Bridge/Tevis/Roundabout/Airport Road/Northern Y project. No local funds are required as the project costs are part of revenue sharing agreements and split between VDOT and private partners. See attached information, p. 41— 63. The committee recommends holding a public hearing. 1 7. The Parks & Recreation Director requests a General Fund supplemental appropriation in the amount of $41,600 from proffer funds. This amount represents utility infrastructure at Northwest Sherando Park. See attached proffer policy and request, p. 64— 65. The committee recommends approval. 8. (.) The Parks & Recreation Director requests a General Fund supplemental appropriation in the amount of $2,550. This amount represents donated funds for the purchase of park benches. No local funds required. See attached memo, p. 66. ITEMS FOR INFORMATION ONLY 1. The Finance Director provides a Fund 10 Transfer Report for August 2018. See attached, p. 67. 2. The Finance Director provides financial statements ending August 31, 2018. See attached, p. 68 — 78. 3. The Finance Director provides an FY 2019 Fund Balance Report ending September 14, 2018. See attached, p. 79. Respectfully submitted, FINANCE COMMITTEE Judith McCann -Slaughter, Chairman Charles DeHaven Gary Lofton Jeffrey Boppe Angela Rudolph Cheryl B. Shiffler, Finance Director 2 County of Frederick Year Ended June 30, 2018 ' _LL ';-' �0flgR, K C(jUryi r 40 k ' SHERANRO PARK . FREDERICK COUNTY In Summary, what are the County's year-end General Fund numbers? • Actual Revenues $17814671052 • Actual Expenditures $18212781828 Revenue and Expenditure detail on following slides (Expenditures do not include $959,489 in outstanding encumbrances) 3 1 Budgeted Revenue FY17 ACTUAL FY18 BUDGETED FY18 ACTUAL FY18 VARIANCE *Property Taxes 112,671,029 117,132,094 120,263,900 3,131,806 Other Local Taxes 35,820,353 35,717,875 37,261,859 1,543,984 Permits I Fees 2,422,501 2,004,806 2,294,005 289,199 Fines I Forfeitures 468,331 415,400 299,419 Rev. from Use of Prop. 297,082 203,241 665,535 462,294 Charges for Services 2,780,201 3,076,558 2,822,424 Miscellaneous 1,056,315 273,373 372,121 98,748 Recovered Costs 3,412,858 1,628,130 3,479,386 1,851,256 State I Fed 10,622,309 10,894,404 11,008,403 113,999 TOTALS 169,550,979 171,345,881 178,467,052 7,121,171 'Includes reimbursement for PPTRA. Real Estate Public Service Personal Property Machinery and Tools Short Term Rental Tax Penalties I Interest Admin Fees - Treasurer TOTALS Property Taxes FY 17 ACTUAL FY 18 BUDGETED FY 18 ACTUAL FY 18 VARIANCE 54,201,317 56,920,998 58,126,356 1,205,358 2,459,573 2,394,000 2,798,525 404,525 46,401,432 48,970,036 49,397,962 427,926 7,469,365 7,347,060 7,751,959 404,899 232,015 0 236,437 236,437 1,546,685 1,300,000 1,594,260 294,260 360,642 200,000 358,401 158,401 'Includes state reimbursement for PPTRA. 112,671,029 117,132,094 120,263,900 3,131,806 4 2 Other Local Taxes FY17 ACTUAL FY18 BUDGETED FY18 ACTUAL FY18 VARIANCE Sales Tax 13,613,239 13,730,001 14,060,202 330,201 Communications Tax 1,274,429 1,300,000 1,234,588 (65,412) Utility Taxes 3,598,024 3,150,000 3,764,949 614,949 Business License 6,986,765 7,000,000 7,121,488 121,488 Motor Vehicle Decals 2,577,080 2,300,000 2,673,761 373,761 Bank Stock & Franchise 417,798 460,000 549,535 89,535 Taxes on Wills & Recordation 1,638,399 1,670,420 1,813,793 143,373 Meals & Room Taxes 5,672,541 6,069,294 6,006,378 (62,916) Street Lights/Star Fort Fees 42,078 38,160 37,165 (995) TOTALS 35,820,353 35,717,875 37,261,859 1,543,984 Permits / Fees FY17 ACTUAL FY18 BUDGETED FY18 ACTUAL FY18 VARIANCE Dog License 47,373 42,000 42,408 408 Land Use Application Fees 5,525 3,400 6,375 2,975 Development Review Fees 376,290 350,296 505,008 154,712 Building Permits 1,547,484 1,294,640 1,300,429 5,789 Transfer fees 3,288 3,000 3,246 246 Electrical Permits 114,576 101,490 115,966 14,476 Plumbing Permits 27,397 18,920 23,403 4,483 Mechanical Permits 107,138 70,950 105,233 34,283 Sign Permits 5,150 4,000 7,575 3,575 Fire Permits and Inspections 2,140 1,960 2,880 920 Land Disturbance Permits 158,278 103,150 179,658 76,508 2% State Fees 6,612 11,000 1,124 (9,876) Transfer Develop. Rights 600 0 200 200 Septic Hauler/Sewage Install. 650 0 500 500 TOTALS 2,402,501 2,004,806 2,294,005 289,199 5 3 Unspent Budgeted Expenditures by category Administration Judicial Public Safety Public Works Health I Welfare Community College Parks, Rec. & Cultural Community Development Transfers TOTAL Detail presented on following pages. FY18 AMENDED FY 17 ACTUAL BUDGET FY 18 ACTUAL FY18 VARIANCE 11,468,539 12,291,858 11,591,964 699,894 2,502,772 2,720,768 2,490,866 229,902 32,727,564 40,625,963 38,797,094 1,828,869 4,587,590 6,899,851 5,631,147 1,268,704 8,502,037 9,300,883 9,012,698 288,185 78,819 76,320 76,320 0 6,110,878 7,816,314 6,497,972 1,318,342 2,386,464 4,111,496 3,993,886 117,610 93,557,343 105,361,113 104,186,881 1,174,232 161,922,006 189,204,566 182,278,828 6,925,738 Budgeted Expenditures by department FY18 AMENDED ADMINISTRATION FY17 ACTUAL BUDGET FY18 ACTUAL FY18 VARIANCE Board of Supervisors 251,315 354,004 251,905 102,099 County Administrator 804,239 846,030 810,024 36,006 County Attorney 360,842 387,837 384,459 3,378 Human Resources 502,017 562,572 516,169 46,403 I ndependent Auditor 63,500 66,000 63,500 2,500 Comm. of Revenue 1,314,989 1,397,274 1,382,280 14,994 Reassessment 303,847 384,513 373,465 11,048 Treasurer 1,255,956 1,464,133 1,418,324 45,809 Finance 825,846 869,539 829,674 39,865 IT/GIS 1,342,059 1,579,248 1,522,836 56,412 MIS 603,348 587,372 575,308 12,064 Other 3,238,991 3,430,435 3,160,543 269,892 Electoral Board 425,502 162,493 119,166 43,327 Registrar 176,088 200,408 184,311 16,097 SUBTOTAL 11,468,539 12,291,858 11,591,964 699,894 6 4 Budgeted Expenditures by department JUDICIAL FY17 ACTUAL FY18 AMENDED BUDGET FY18 ACTUAL FY18 VARIANCE Circuit Court 63,476 71,500 68,305 3,195 Gen. District Court 25,645 21,545 17,793 3,752 J&D Court 18,425 24,909 20,763 4,146 Clerk 743,871 825,418 740,660 84,758 Law Library 11,258 12,000 12,374 Comm. Attorney 1,447,027 1,558,402 1,453,553 104,849 Victim Witness 193,070 206,994 177,418 29,576 SUBTOTAL 2,502,772 2,720,768 2,490,866 229,902 Budgeted Expenditures by department FY18 AMENDED PUBLIC SAFETY FY17 ACTUAL BUDGET FY18 ACTUAL FY18 VARIANCE Sheriff 13,107,640 14,565,786 14,150,153 415,633 Vol. Fire Depts. 975,617 1,385,857 1,201,533 184,324 Ambul. I Rescue 309,250 400,462 400,462 0 Jail/ Juv. Detention 5,675,952 5,670,699 5,667,459 3,240 Juvenile Court 152,957 178,107 113,427 64,680 Inspections 1,211,823 1,382,694 1,238,157 144,537 Fire & Rescue 10,009,771 14,708,338 13,899,448 808,890 Public Comm. 1,284,554 2,334,020 2,126,455 207,565 SUBTOTAL 32,727,564 40,625,963 38,797,094 1,828,869 Budgeted Expenditures by department FY18 AMENDED PUBLIC WORKS FY17 ACTUAL BUDGET FY18 ACTUAL FY18 VARIANCE Road Admn. 9,732 18,500 12,310 6,190 Street Lights/Star Ft 35,808 38,160 32,503 5,657 Engineering 386,173 434,349 362,852 71,497 Refuse Collection 1,196,342 2,958,558 2,285,452 673,106 Refuse Disposal 519,821 589,464 534,281 55,183 Litter Control Grant 21,917 30,317 17,961 12,356 Maintenance Admn. 573,691 647,025 606,096 40,929 County Ofc. Bldg. 1,250,222 1,466,988 1,098,546 368,442 Animal Shelter 593,884 716,490 681,146 35,344 SUBTOTAL 4,587,590 6,899,851 5,631,147 1,268,704 Budgeted Expenditures by department FY18 AMENDED HEALTH/WELFARE FY17 ACTUAL BUDGET FY18 ACTUAL FY18 VARIANCE Local Health Dept. 393,867 398,774 398,774 0 Ch.10 Board 343,440 377,784 377,784 0 Social Services 7,103,357 7,921,325 7,512,898 408,427 Area on Aging 63,000 63,000 63,000 0 Prop. Tax Relief 598,373 540,000 660,242 (120,242) SUBTOTAL 8,502,037 9,300,883 9,012,698 288,185 Budgeted Expenditures by department FY18 AMENDED COMMUNITY COLLEGE FY17 ACTUAL BUDGET FY18 ACTUAL FY18 VARIANCE Community College SUBTOTAL 78,819 78,819 76,320 76,320 76,320 76,320 0 0 Parks/Rec. Admn. 668,112 1,272,059 1,098,455 173,604 Parks Maintenance 1,118,089 95,792 97,307 (1,515) RecCtr/Playgrnds 2,505,860 2,724,051 2,537,763 186,288 Clearbrook Park 414,704 1,129,357 817,098 312,259 Sherando Park 461,756 1,507,154 859,448 647,706 Regional Library 942,357 1,087,901 1,087,901 0 SUBTOTAL 6,110,878 7,816,314 6,497,972 1,318,342 Budgeted Expenditures by department FY18 AMENDED COMMUNITY DEV FY17 ACTUAL BUDGET FY18 ACTUAL FY18 VARIANCE Planning 1,043,068 1,202,552 1,109,323 93,229 EDA 1,052,745 2,582,770 2,582,770 - Zoning Board 3,584 6,313 6,001 312 Building Appeals 0 561 0 561 NSV Reg. Comm. 45,915 58,359 58,359 - Soil & Water 7,000 7,000 7,000 - Extensions 234,152 253,941 230,433 23,508 SUBTOTAL 2,386,464 4,111,496 3,993,886 117,610 Budgeted Expenditures by department FY18 AMENDED TRANSFERS FY17 ACTUAL BUDGET FY18 ACTUAL FY18 VARIANCE Transfers I Contingencies 93,557,343 105,361,113 104,186,881 1,174,232 SUBTOTAL 93,557,343 105,361,113 104,186,881 1,174,232 GRAND TOTAL 161,922,006 189,204,566 182,278,828 6,925,738 General Fund Unreserved Fund Balance $45.4 million Policy minimum $30.8 million 10 s "Frederick Count y Public Schools i� ... to ensure! all students an excellent education EXe0u8ve D1mftdF1nw= DATE: September4, 2018 cane»Ypftskilnet TO: School Board Finance Committee Members David T. Sovine, Ed.D., Superintendent of Schools FROM: Patty Camery, Executive Director of Finance SUBJECT: Financial Reports for Fiscal Year 2017-18 r Attached are the year-end financial reports for fiscal year 2017-18. As of the date of this report, the financials are unaudited. Included are the statements of operations for all funds managed by the school system. This report summarizes the key activities within each fund. Table of Contents Fund .Report School Operating Fund Page 3 School Nutrition Fund page 8 School Textbook Fund Page 10 School Capital Projects Fund Page 12 School Construction Fund Page 14 School Debt Service Fund Page 16 School Health Insurance Reserve Fund Page 18 Northwestern Regional Educational Progratms Funds Page 2b Consolidated Services Fund Page 22 Special Grants Fund page 24 Private Purpose Funds Page 26 Please refer to the respective financial statement as you proceed through the text. 11 School Operating Fund The unobligated surplus for the fiscal year 2018 school operating fund Is $186,879, which Is 0.11% of the $162,796,518 total school operating fund budget. The operational highlights of the fiscal (and school year) 2017 2018 • - Expanded the Instructional coaching model to all elementary schools to collaborate with teachers through targeted professional development and instructional strategies directly benefiting students • Implemented a pilot preschool program at three school sites funded entirely by a federal grant • Provided a division average 2.5 percent salary Increase for all staff • Replaced 11 school buses • Served 13,444 students compared to a projected 13,403 student enrollment Summary budget statistics 1. The original (beginning) budget for the school operating fund for FY 2018 was %S9,879,495. 2. Budget adjustments of $2,917,023 resulted In the current budget balance of $162,796,518 and Included the following: a. encumbrance or undelivered commitments of $1,032,256 b. carry -forward restricted grant receipts of $285,004 from FY 2017 c. carry -forward surplus funds for school buses of $997,265 from FY 2017 d. supplemental appropriation far VPl+federal preschool grant of $502,499 . e. supplemental appropriation for NOAA Grant of $10g000 Summary financial statistics 1. Actual*FY 2018 revenues in the school operating fund were $161,105,696. 2. Actual FY 2018 expenses and encumbrances totaled $160,602,279. 3. Obligations for restricted programs in the amount of $316,338 are a part of the year-end surplus . and are reserved for appropriation to FY 2019. 4. An unobligated amount of $186,879 remained at year-end. Key factors contributing to the school operating fund surplus are shown In the chart below. r`�_' Budgetw� Actual variance `State Sales Tax revenue $ 34,637,446 $ 13,884,503 ($752,943) Budgeter savin�s in payroll expenditures �_ $130,899,382 $130,228,999 $670,383 Budgetary savings In schools and departmental $ 24,111,161 $ 23,841,722 _ _ $269,439 i endltures 1 Unobligated Sarp!us for FY 2018�$186,879 f The remaining portion of this section explains the financial activity and resulting variances. 12 Understanding the Operating Fund Variances The financial statement for the School Operating Fund is presented in a format reflecting two components of financial activity: unrestricted and restricted programs. The majority of the school division's programs and operations are funded by state and local funds in the unrestricted component. While the school division must maintain minimum standards of quality with a mandated local mate in most cases, the local school board allocates those funds with discretion aligned to planning goals. Therefore, the expenditures In this component are referred to as unrestricted. The restricted program section shows the activity of grant funds received for specific use on designated programs. The budget and related financial activity align with the grant award amounts and spending period, creating budget to actual variances which tend to be misunderstood as local surpluses or deficits. For this reason, the format shown Is designed to assist the reader with the distinction between the two. Summary of Revenues and Expenditures Unrestricted revenues exceeded expenditures by $599,249 [line 11]. The variance for each revenue source and expenditure categoryis described in the following text. This amount is offset by $95,832 In restricted program variances [line 141 resulting In the total operating fund surplus of $503,416 [line 25], which is reduced by $316,538 in carry -forward obligations. The final result is $186,879 in unobiigated surplus for FY 201& Unrestricted Revenues: $154,363,225 [line 61 Local Sources [line 11 > $838,858 in miscellaneous local revenue was received, Including fees and charges to students and the public, as well as billings to other agencies, gifts and donations, rebates and refunds, rental charges for the use of school division facilities, and eltate reimbursement funds. Funds received from these sources were less than projected by $21,973. Commonwealth [line 2] > $73,315,350 In state revenues were received Including Standards of Quality (SOQ) funding, sales tax receipts, Incentive funding, categorical funding, lottery funds, and some miscellaneous funds were less than budgeted by $1,049,410. > SOQ funding was less than budgeted by $114,538 due to less than projected average daily student membership qualifying for SOQfunding. D sales tax funding was significantly lass than budgeted by $752,943 due to June accelerated sales tax accounting changes as adopted by the General Assembly. D All other state funding received was less than budgeted by $181,929 due to enrollment changes in specific groups such as foster care and regional special programs. Federal Government [line 31 ➢ $3,375 in unrestricted, federal program revenues were received. A small amount of funding is provided each year based on the amount of federal land In the county. There Is no notable variance in this section. Local Government and Transfers [lines 4-51 > $80,205,632 were received from the county's General Fund — local government dollars. This total includes the prior year encumbrance and grant obligations, as well as the current year funding support from the local govemirig body. 13 School Operating Fund — Continued Unrestricted Expenditures: $153,763,966 [line 10] Instruction [line 71 D $113,413,334 were expended for Instructional purposes and Includes costs incurred for classroom instruction, student support services, library and media services, Instructional support services, and school administrative offices in the areas of regular education, special education, vocational education, gifted education, and the other categories of instruction. Seventy four percent of all expenditures are in this category. The positive variance of $396,838 is attributable to expenditure savings in personnel, school budgets and instructional departments. . Instructional and Administrative Technology [line 8] D $6,994,153 were expended for costs associated with division technology - instructional, administrative, and operational categories, Savings In employee compensation due to personnel turnover provided some funding to address device replacement cycles. Support Services [line 91 D $33,356A78 were expended for costs associated with supporting the operations of the school division, Including administration, services related to students' attendance and health, transporting students, and maintaining facilities. Savings In employee compensation in other categories provided additional funds to address facilities maintenance. The $647,4i8 positive variance Is due to personnel, vehicle maintenance, and utility savings. Restricted program revenues and expenditures [lines 12 -14] Restricted Programs provide funding for specific Initiatives. The majority of these revenues are based upon certain student populations or capabilities. Restricted program funding is associated with spending criteria as well as reporting criteria. The vast majority of restricted revenues come from the federal government, but a few are from state or miscellaneous sources. Restricted program revenues totaled $6,742,481 for FY 2018, and program expenditures totaled $6,838,313. The resulting negative balance of $95,832 represents an amount of additional local funding toward those specific program budgets. FY 2018 Operating Surplus (Revenues in Eaccess of Expenditures) $503,416 [lines 15-171 The total operating surplus for FY 2018 of $503,416 is reduced by the amount of revenue received for a special purpose, but has not yet been encumbered. These funds are considered obligations against the surplus funds, total $316,539, and include: 1) $165,804.77 for SOL Algebra Readiness, 2) $86,472.65 far the Apple Federal Credit Union mentor teacher program, 3) $6,937.67 for eRate, 4) $8,659.03 for project graduation, 5) $46,587.98 for Chain of Checks mental health support, and 6) $2,075.61 for the VA Star program. A separate appropriation request wip be submitted for these amounts to be approved by the Board of Supervisors. The unobligated surplus for FY 2018 Is $186,879. 14 FmdarKcounW Publk Sdwcb SchoolOpmtlm Fund Year Ended June 30, 201S summm 8MM*a0mlDcd hmswAm P "WatrantheQommoa "uh Bwww *amtM Fadard 6avffitanetR Ravmm awn twd 6av*mlm 8o* W TOTAL REVENUES b"Mm hm bdnWAm-RatMed PtaW- Tadm*W - hubuteomi & AdmtnMtM9m SWPM (B] TOTAL EXPENDITURES •Aeao48eedyeaafpm-adodeeawm�beenw (C) REVENUEOVEREXPENDITURES (al IN (c) (dl lal 2016,17 201748 2017.16 2w-a Varlanea ACWIP AdhMW Actude apt swim dud ar Ad&BudM $ SK746 $ 967,716 $ 1,087,028 $ 997,325 $ 153AN $ 72.102,244 $ 75,982AM $ 75,SB8,966 $ 74,564,843 $ DA2=0 $ 4,663.936 $ 9037,745 $ SOMA" $ 5,33%m $ PSAM) 7OAl2AN 77ABVW 80,aas sa¢ S tt0AGSA 2 0 $ 1543656M S 159,879A95 S 162,786,518 S 167.709,686 S U,MUM $ 108.546,079 $114,780,872 $ 218,810,172 $ 1344UJ04 S 3WP8 6.A5 AM 7,201,672 7A60.887 6,B All 1,122,073 7A01454 6,7 omL 7A2%M $,mkm 27,910 31077,601 3LISOAB9 34G08,8s6 83,3RM 647A18 $ 158,083,263 S 1S9 mA95 $ 182,796,518 $ 160,802,279 S 2.144.238 $ lon-W��. - 5 101 MkaW Futk6Pedal PfoF- S MAN $ 32GAN (8) LDMRg105MW MTBDATAJNE20 c� 7� ',s 1&sA79 {f] P al a watPoOa!@od>�t Oi4X .- � OM% UllrlBtkted. OV. nueB r• `•' M Ravapt * mtoadSmnm (2) RavwaaaGMCaromomaaahh a stuftmorQuawom b Sales Tex e IMCWA aAeo d Catego" a Laawt* dad Ptadra- f w9malmamsbft l3) noun*=kdugGwmmn ►t L41 TranNW CmnPV / P+tWyW Eawadxa M [5J LoafFwak4oudot8u0mWk- (6) TotalUMmUkAodRavmraas $ 708r620 S 901,546 S B6a881 $ 88%M $ PIX3) S 71, sou $ 74A04,930 S 74,3%759 S nAI%350 $ (MAIM 31,244,151 SXSMA73 52,994,173 62,4 "S (114,a) 14,5W,987 14,637A46 24ARA46 13,8MAN (731,543) 513po 88%329 88S.= B9 m (579) 88,762 9% i' 38 80,538 106412 15074 070,M 519800 3P343444 S,779ASS (20SAW 272,136 211,6Yf0 02,329 180,588 SAM S v" S 5Ao S SAGO $ 3,57S S tt s2s) S JXdM $ 617A78 $ 2A32.002 S 2,832,002 - $ 75A98S78 $ 77,2nA9 $ 77.273M 77,273A010 S $ 14S,873,097 $IBA02,984 $ 15By4MAn S S4,B63,21S S pA78,007) M mttru mm $ 108AMP9 $ 114o-BOA72 $ 113,e10.172 S 123A13.'M $ 396,838 a Re6uW Eduo*m 80-RB% 84 84,SWAn 8MM007 94,14%M 322,8D8 b Spada ahma lon 17,944A84 IOACS06 19Ae4,336 19AX919 29A27 e voeavww idumftn 7A91854 7,75GAW 7,710,01 7,670,075 40.216 d 68hd Edwa§m 9WA16 93700 M230 830,484 1.745 a 0tbar EdUcaft tM.666 3,374613 290 2A14M L" r 3Wrmwsdmod 2WM 223A82 764,i1y 296,729 782 8 AddtEdum§m I%U4 NA14 16955 IAM - NJ Mdmcdm8l6LAdmftWMnTcdmdo8fr S 7A01A54 $ %710,M $ 7A E4= $ q,894,153 $ 27,910 a babueBandTYdaata8y 902 %5i4, 1.068,SY2 1.IWA22 'I33R811 3.011 b kdnwdmW &WpmtTad&u*W 3A57AU 8,534,7" 8,584.653 31377,066 17,585 c Admhlgbatl"&R2p0rLTadwwkw 2A1%681 ZAA720 Z293ASO 2,286,276 7,314 (g) S $ 81,077AM S 81,1B8, U S 840a 06 $ 23olKA78 $ 547A18 a a Admtnbtmtk , Attendance & MOSM 462 AW 7,219,473 7, WAS 6,MAM7 18W7 b pupilymopodallonswou 16MA72 ' 9,1MAn 14073,= 918MAN 183,817 c opwmu*A w maw 7d.5BSA= 14,044,wi1 ISY423 IS-Mk746 2a2,281 d FadMW 340,924 20DAU a AAM 7akV4 44AU a FlmdTrandus 559,M 5nx2 590,384 M•0 - (20) Umatblctad Bgrandb- $ 147,0MAN 5152,877. M $ 154,836,131 $ 152,763A86 $ 1,072.166 [IQ UnresUlctadRwv=uaOvor/(Undajbq ma $ SA47a62 i $0,240 Nmaaaamw rotaMev r&vW dw wmundagti 6 15 Year Ended JDne 80, 2M to) [b] (c] (d] !01 26 m 2017d8 2017-IB 201748 voonce AMW* caginm Adjusted Aetnal& frmn Btpi6at _•v-�.prui -_t ----• _ Allbalala8t RananaeiromLocayOtherSaaoas $ 283A26 $ 6GA70 $ 17ma $ 158A67 $ {17,7z5) a b eAateProgrem. ofts tosuccOU4440 redomlcu 124414 36,170 MAN 2M% a ILOAA6taet 99A228 Mom SOADD 90A00 d QM*MooraF=KkUou 22,551 37,os2 - . SO.OSO SB,825 (11172 a iheloofamb4w"HMO 4s�s6 Reaenuaifmat7oinmanWeal01 $ 1,047A02 $ 1,577,996 $ 1,MA09 $ 1.2MM $ 27,265 a b R%lmWhrve dleOeterd wft tar SbedalEdueetlolt-ts,kll S62,026 M856 572.000 96A00 S86,S08 96,670 584,992 �y61 e S*ftadln8bftreotlon 175,611 173,831 Iv+� 9SAW �A" (i,520) d 0 SOLAlgebm Raadbtam OMerSWU Programs 119,747 117,901 u7, 119,946 2%620 2" f ��„ems 9%962 99,284 247,775 2466774 OXI) Reveau Feder BOVeryap@ret - $ 4,661,806 $ 527A0D %M745 44 $ %965,= $ S,33$520 ¢ 103MM a b Tltk t ParthdD lRk(,PaRD iS,S11 ,� 1,761,516 i,66grq� 1,6MAS7 (64A17) o tRlebPartAbnproveTeacharNrelRY 98,988 228,955 52d= Z58A37 87,736 43.888 04A24) d 7Rh6kPmtALEP 39,965 MA94 45%065 107,243 242,= 47.161 (216,471) (6g08TJ e f IRIeV489>EARegrdeir mvl46>EAPrerdtool 2,54M% 2,605,823 $660,976 2AB9,180 (18%846) 8 Pmidnsvomumml 44,%2 44,592 44,5M 44A93 1 h 1Ar� t hesehoo11n18st m phm 246,981 14%M 148,637 �'60 i Bt =Appmp kft SSO 782,974 71S,64S (67,832) [u] T01e1RestrUWRa mpm $ 5,892A94 $ 6,676,911 BWh= 19a $ 7,360,296 $ 6,74?A81 S 5) (617,e1815) RMArlcted P, M m Eit dkurea �::' • . . a b that Program - - eddgeatoSuoaeta-AppfefadwdOJ 7We 36,170 42,939 85.995 6;996 a ROAAGraat 80A00 97,919 S1g47 66A73 d CkI de Me=Foundedon 23,203 BOA" 3%295 1%755 a rha6r ofGmdaMWI Hwft RAMRAM•M - - - - 8 Spedd6dmmumMS a-1D nCellta RU 8 5SS ABB b a*Raaftlatervarrtiou 1-%o SOLft264,619 ebra Raedtn 178.5a5 287,696 i92,938 287ABB 257.096 an J OlmspeddStatepram 91m5grams 1 SAW 143,229 339,084 176AM isms 350,6S5 as%m 20A95 I TItk4PartD 1.DSM 1,761,516 IXWA70 1,603A58 MA17 m W&ILPmtAbnpwwTesdwrcivlW 1341M 128 137,679 258AS7 83,740 49DA6S 41,817 44A24 n 710sul ip 242,566 2AN? ,082 p PaddasWcau" 2,646,M 146,481 3660SAU 24081 An 24SAW 2,489AN IN= 1600A52 q Weak Prasdmw bduo" Pius an - r Appm*dmr 2 774 692.751 906723 [ ! 1uW Restdcbad mwmu um 6.057,928 S a7g2D - 143AN (14] ResidctadRevmrasOv�/{Uader�6tpensa _ 7.201,67t S 7,960987 S 6.8SBS33 8�322m $ (65.4941 11% AU Revmua Ove Iftdar) ftease S 0>S.N21 I161 Otppted Pwalp- Baal Programs (171LOCALFUWD5UNRE5MCMDANDO[ MUGATMATJUNE80 US,004 1' ,ti,st $' ' 997�21i 13 .:(4l+�`� •188,6ie Numb-r4Wmtaddoarxe*&m to m mdlap, 7 16 School Nutrition Fund The food service operation completed the FY 2018 with revenues In excess of expenditures of $225,438, which Increases the fund balance to $2,640,430. Of this fund balance, $232,432 Is the value of inventory at year-end and is categorized as non -spendable. The School Nutrition Services Program served meals over 177 days. Even though the fund continues to realize a profit, revenue was less than expected due to a decline in the number of students buying meals. On average, 46 percent of the student membership participated in the food service program. Expenditures were significantly less than expected for the associated number of meals served. 1,095,393 lunches and 370,098 breakfasts were served throughout the 2017-2018 school year, which were 53,000 less meals than budgeted. The lunch prices for a full meal were $2.60 for elementary, $2.85 for middle, and $2.85 regular lunch/$2.95 pizza lunch for high school students. Other items were sold on an h la carte basis. The division food service operation produced an average of 13.34 meals per labor hour — 8,332 equivalent meals daily. As of June 2018, 35.7% of students were eligible for free or reduced -priced meals. Compared to budget, revenues were $194,733 less than expected. The variance is the result of two main components: lunch sales and federal meal reimbursement through the National School Lunch Program. ➢ Lunch'sales for full -priced meals were $322,777 lower than expected. This variance Is attributed to less than expected number of students participating who pay full price for meals and three less serving days due to inclement weather. ➢ Federal subsidies were $60,940 greater than planned. This Increase In revenue reflects changes in student meal participation patterns. Expenditure Variances: Compared to budget, expenditures were less than expected. $2,179,851 of the total expenditure variance represents excess appropriation of prior year fund balance. The excess appropriation Is carried forward to use if needed. The other operational variances are the result of the following: ➢ Labor cost was $329,733 less than planned. Productivity gains were realized and overtime and substitute costs were less than anticipated. ➢ Food and supply costs were $185,914 less than planned primarily due to less participation and three less serving days. The average food cost per meal was $1.18 for FY 2018, just below the prior year. ➢ Contracted services, utilities, travel, and other miscellaneous expenses ended the year with a positive variance of $1,18L 17 Frederick CounW Pul)vc 5dtools School Nutrition Fund Year Ended June go, 2= (al (b) Id [d1 [el Mimed Variance ' Actual Actual Budget 2U748 Actual 1 from AdI.eg0r�t • (1i aatanae�yl $V9,g8 $%942.843 $ 2,Z76,509 $ 2A34.992 S 13MM Bad W tatmatoneank0eposlte $ 4,OB5 $ 9AW $ 7,044 S 27,981 $ 20,937 101 TypeAlundtes 1,539,600 11532,909 2,789,834 1417A57 (322,777) 141 fled t Program MA76 143,709 157,79z SUN 4AM 151 A90&MBOleswWAdults 566,691 619AGO 61"16 624,554 13.638 (6J OdurRecelpts (71 78444 69,785 f%M 71,515 20,793 State Sdtool Fed Payments 89= 96.04 98,609 IMAM 4,599 I01 FederaltarotsBetmbursement 2A69,058 2,56%918 21SK232 2105,172 60,99D (91 Ransfers From School OYamtwg 5,873 �611 166 7,000 19= 12 922 114 Totelaevenaes $4,669As4 $5,042ASS $ s,z76,149 $ 5AWAIS $ (194,739) Total Revenues and Beg rialog Belence 6,448,962 6198509 7.552,658 7A86A08 111 sdarbs 1121 Fringe Beneflta $1,759A99 Sl.M735 $ 2A24.828 $ 1,785" $ 237,985 033 Cmrbadua! services a%765 591" 837" 74%= 91,747 (141 UUMIM Travel and Atlsc 61,946 slim 65,936 51.567 90,248 70,516 90,247 69,336 1 %90 I1s1 food and Supplies 1,99 AM 1,944,949 2,263,774 1.977,860 20,%4 Do Cadfal outlay Men 14,987 166.095 i86,p95 1171 AppropdatlonFund Bel. -Prtoryear - 2,179,851 2,179,651 M1 Tomew dttures $4,906.119 $4,570AB7 $ 7,55'465e $ 4A55A" S 2,69%679 M Over/[Under)Hapandidues $ 383-435 $ 472,10 $ $ MAN [261 BateamJtma60 1 q 2 s ®2,6MABO lu1 BalanceNonspendaM%inventory $ 272,,504 $ 235,775 $ 23ZA32 (221 BaOnceCanmeted $1.M.e99 $2,179A17 $ X407AN Nvm6era mayaot add awre�grdas to , 9 School Textbook Fund The textbook fund finished the year with an increase of $224,696 resulting in a fund balance to $2,911,443. The primary source of revenue for this fund comes from the Standards of Quality funding provided by the Commonwealth. The state funds require a local match equal to the composite index percentage. Beginning fund balance for the School Textbook Fund was $2,686,747. Revenues plus the beginning fund balance provide for the total available funds of $4,187,033. 'For FY 2018, state funds of $895,167 plus $570,512 in local matching funds, and $34,607 in miscellaneous receipts for interest and fees totaled $1,500,286 in revenue. Textbook purchases were made for replacements of worn textbooks, social studies textbooks for elementary, middle, and high school levels, high school science, and lReady software licenses. Total expenditures on textbooks and related activities equaled $1,275,589 for the year and were significantly less than expected. A small portion of the expense total Is for a position attributable to maintaining the textbook inventory. The textbook fund balance Increases and decreases over time as it supports the year-to-year disbursements driven by the timing of required textbook adoptions. Textbook fund balance Is committed to the next fiscal year to support required textbook adoptions. 10 19 Frederick County Public Schools School Textbook Fund Year Ended June 30, 2019 [al (b) [al [d] le] 2015.16 201&17 2017-18 2017-18 Actual Actual Bud yet Actual Variance (1) Balance July 1 $ 1,077,501 $ 1,714,833 $ 2,458,893 $ 2,686,747 $ 227,854 Revenues: [21 Interest on Bank Deposits $ 3,882 $ 12,196 $ 5,000 $ 32,635 $ 27,635 [31 Sate of Textbooks/ Lost Fees 1,532 7,768 6,500 1,971 (4,529) 141 State Reimbursements 788,171 884353 896,478 895,167 (1,311) 151 Transfers From Other Funds 469.739 SSL345 570,512 570 512 p [61 Total Revenues $ 1,263,324 $ 1,462,662 $ 1,478,490 $ 1,500,286 $ 21,796 Expenditures: [7) Salaries $ 17,089 $ 17,471 $ 17,970 $ 17,971 $ (1) [8l FrinBeBene its 4,204 4,405 5,157 4,855 302 [9) Contractual Services 1101 Payments to Publishers [11) Planned Carr&rwerd to Next Year 604,699 468,872 2,498,275 1,252,764 1,245,511 — XAM981 415 981 [121 Total Expenditures $ 625,991 $ 490,748 $ 9,997,383 $ 1,275,589 $ 2,661,794 [13) Revenues Over/ (Under) Expenditures $ 637,333 $ 971,914 $ (2,458,883) $ 2,683,589 $ 224,696 [14) Balance June 30 714 833 $ 2,686,747 $ - _ 2 9 UM (15) Balance Committed $ 1,714,833 $ 2,686,747 $ 2,911,443 Numbers may not add correctly due to rounding. 11 20 School Capital Projects Fund The school capital projects fund is a separate fund intended for the purchase of capital Items that are not provided for in the annual school operating fund. This fund typically receives revenue from the local governing body through direct appropriation or through the transfer of funds from prior year remaining balances in the school operating fund. The beginning fund balance of $1,220,062 and transfer of $3,088,287 from Frederick County Government was used to purchase 11 school buses, replacement vehicles, Information technology device replacements and the following maintenance projects. • Roof replacements and repairs at Orchard View and Redbud Run elementary schools and NREP • Playground replacement and repairs at Armel Elementary School and NREP • Cooling tower replacement at Sass -Hoover Elementary School • Safety and security upgrades at the middle and high schools and DJH • Public audio system replacements at James Wood Middle and Sherando High Schools • Storm water modifications at Miilbrook High School • Tennis court resurfacing at James Wood High School • Softball land and field upgrades at Sherando High School • Painting at Redbud Run and Stonewall Elementary Schools As of June 30, 2018, these projects were in various stages of planning, completion, or payment. The balance of $1,397,186 will be carried forward into FY 2019. Some of the items listed above should be supported by a sufficient funding level In the operating fund because they are part of the larger scope of the annual operating responsibilities -of the school division. Restoration of such funding in the operating budget will allow for this fund to return to the practice of using It for special projects outside the operating fund norm, yet too small in scope for the construction fund. 12 21 Frederick County Public Schools Sch001 CIPltai projects Fund Year Ended June 30, 2018 Ia] @] Ic] Id] [a) variance 201E-16 2016-17 2017-18 2017-18 from . Actual Actual Budget Actual Ad{usted z - - Bu - [1] Balance July 1 $ 647,957 $ 4,099,481 $1,364,367 $ 1,220,062 $ (164,305) Revenues: , I21 Other Receipts [3] Local Funds - Frederick County $ 4,314,747 $ - $3,098,287 $ 3,088,287 $ (4) Transfers from Other Funds - _ Total Revenues $ 4,314,747 $ - $3,088,287 $ 3,084287 $ - Expenditures: [6] Capital Outlay $ 863,222 2 879 419 $4A72AS4 $ 2,911,163 $ 1561&1 [7] Total Expenditures $ 963,222 $ 2,879r419 $4472654 _$ 2.911,163 $1,M,491 181 Balance June 30 $$ 4® 1220,062 $ 1 97 i8fi [91 Balance Reserve for Encumbrances $ 1,332,857 $ 734,367 $ 1,003,150 [10] Balance Committed $ 2,766,624 $ 485,695 $ 394,036 Numbers MY not add cnrrectiy due to rounding. EK 22 Construction fund The active construction projects for FY 2018 were replacement FCMS completion and construction of the twelfth elementary school. A project -to -date summary Is shown below and Is provided In a different format on the financial statement. The amounts shown In bold represent active project balances at year-end, which will be automatically re -appropriated in the next fiscal year to continue the project. P"kgM nt FCMs,. Beginning project amount Expenditures throuOJune 30, 2018 O/5 Encumbrances ! June 30, 2018 Remaining project balance Cash received — bond proceeds Cash received —premium proceeds Cash received —Interest earnI gs Cash received —easement proceeds Cash transferred to other projects Cash disbursed for project Apc nts Payable @ June A 202B Cash/A/P balance @June 30, 2018 Fourth High School: Beginning project amount ExpendituresthroughJune 30, 2018 O/S Encumbrances 0 June 30, 2018 Remaining project balance Cash received— bond proceeds Clash reoebved—premium proceeds Cast received —interest eamings C3sh received --proffers cash trarafetred-unmated fund Cash received from other projects Cash disbursed for project Accounts Payable @ June 30, 2018 Cash/A/P balance @June 30, 2018 i2! Eiememamsdmi: $ 49,500,000.00 Beginning project amount $ 28,500,000.00 $(49,500,000.00) Expenditures through June 30, 2J)18 $( 1,840,115.93) S( 0.00) O/S Encumbrances 0 June $0, 2018 S( L468.295.311 Remaining project balance a Zap $ 46,840,723.67 Cash received — bond proceeds $ 6,307,612.80 $ 4498,400.95 Cash received —premium proceeds $ 446,105.85 $ 108,645.05 Cash received —Interest earnings $ 18,302.67 $ 12000.00 cash received —other sources $ 1,900,000.00 $( 2,1W,769." cash transferred from other projects $ 59,754.05 $(49,SW,000.00) cash disbursed for project $( 1.739,610.05) S( 0.00) Accounts Payable @ June 30, 2018 S( 100.505.88) g 0,00 Cash/A/P balance ®June 30, 2018 S 6A $ 6,000,000-00 Amrai Additionic Beginning pact amount $ SOOAOO.00 $(5,321,78BA5) Expenditures through June 30, 2018 $( 471,563AO) S( 236=ant 0/3 Encumbrances 0 June 30, 2018 S( 7.770.001 Remaining project balance S $ 2,734,850.00 Cash received — bond proceeds $ .00 $ 209,216.97 Cash received —premium proceeds $ .00 $ 4,73358 Cash received —Interest earnings $ .00 $ 1,200,000AO Cash received — proffers $ 500,000.00 $ 1,300,ODM00 Cash disbursed for project $( 471,563.00) $ 230,10.17 Accounts Payable @ June 30, 2018 $1 0,001 $(5,921,786A ,) S( 0.00) S 35� 7.213.?7 cash/ A/P balance as of June 30, 2018 S® 14 23 Debt Service Fund The year-end balance In the debt service fund is $20,823. The fund balance is carried forward to offset the local share of debt service In the next fiscal year. During the fiscal year, FCPS received $127,343 in refinancing credits from VPSA and $277,865 from the federal government as an Interest rebate subsidy for the Qualified School Construction Bonds (O,SCB) program. Additionally, $15,972,475 was received from the county. These revenues plus the beginning fund balance were used for the principal, interest, and administrative expenses forthe 31 active debt issues. The FY 2018 principal, interest, and debt management fee payments totaled $15,769,851. A transfer of $617,478 In excess revenues over expenditures was made to the School Operating Fund. The end of year fund balance is $20,823 and will be used toward the FY 2019 debt obligations. A summary of the outstanding indebtedness is shown below. Outstanding debt at June 30, 2017 $113,727,118 New debt incurred during FY 2018 $ 6,320,000 Principal payments on existing debt during FY 2018 9110,794,5831 Outstanding debt at June 30, 2018 16 24 Frederick County Public Schools Construction Funds Year Ended June30,2018 Ell mricelulyi 12) InterestIr=ne (3) Proceeds from Bond Sate (41 Other Racelpta 151 Miscellaneous 161 7t1w Revenum 1a1 1b1 lei 1dl ctunmulative PM)eet pdwyeaw 2017-2016 Pro . led Budget Receipts Aftel Reeelpta Receipts S - S 1081002 84AVDA00 49,575,574 7,549,801 S 84'som 0 $ MUM 2,150,32A S 23,660 $ 1310681 6,320,000 55A895,574 433,720 7,983,521 0 - 6,777,399 $ 64,010,776 lei [b) (el Ed] Eel M Grrraaulattve Renteming Pro)aet Prior Yearn' 2017-2018 Pf*d outstanding Preleet eadRet SgmdRuresm .—_Actual— diturw RnWrobrenres Balance ExpandhUrem (7) ReplacementFCM4 $ 49,500,000 $ 48,252AN 1,247,301 $ 49,=,ODD $ - $ - 181 Amal0amentmgAddtions 500A00 471,563 0 $ 471A63 $ 7,770 $ 20A67 191 Twelfth ElemerrtmySdmol 2%900A00 1,050^40 769,912 $ 1,840,116 $ 4468,M $ 25,1=89 1101 Faurth High WOW -Land & Oedga 6,000,000 5,D8,591 13,195 $ 5,321,786 $ 236AOD $ 442,214 (111 Total M"nc tturm $ 8413WI000 $ 55,08308 2,05 AN $ 57,193,465 $ 1,712tM S 250069 1121 Bat8noaJuna30 Nemberem8yn0t0dd irydu9tanwnuft is 25 Frederick County Public Schools Debt Service Fund Year Ended June 30, 2018 [a] [b] [c] [d] le] Variance 2017-18 frorn! 2015-16 2016.17 Adjusted 2017-18 Adjusted Actual Actual Bud et Actual Budget [1] Balance July 1 $ 287,524 $ 113,879 $ 20,629 $ 30,470 $ 9,941 Revenues: [2] State VPSA Credits $ 76,264 $ 94,742 $ 127,343 $ 127,343 $ - [3] Federal - QSM 277,270 276,973 275,782 277,865 2,083 141 Local Funds - Frederick County 14,626,151 15,972,47S i5,972,475 15,972,475 - [5] Transfers from odd Funds [6] Total Revenues $14,979,685 $16,344,190 $ 16,375,600 $ 16,377,683 $ 2,083 Expenditures; M Principal Payments $10,119,992 $10,863,296 $ 10,784,583 $ 10,784,583 $ - [8] Interest Payments 5,017,438 5,547,9S3 4,969,168 4,969,168 $ _ [9] Miscellaneous 15,900 16,350 25,000 16,100 8,900 [10] Total Expenditures $15,153,330 $16,427,599 $ 15,778,751 $ 15,769,651 $ 8,900 [11] Transfers to Other Funds $ - $ - $ 617,478 $ 617,478 [u] Belence June 30 $ 113,879 30 70 $ - $ 20,823 [13] Balance Assigned $ 113,879 $ 30,470 $ 20AM Numbers may not add correctly due to roundbrg. 17 26 Insurance Reserve Fund The Insurance reserve fund accounts for premiums received and health claims paid for participating employees. The fund balance Is generated from medical and dental premiums paid by the school system and employees exceeding Insurance carrier payments for those claims. Likewise, the fund balance could decrease for claims exceeding premiums paid. A range for projected claims expense and health care utilization is prepared by the Insurance carrier. Premiums are set within the projected range. The health Insurance program provided coverage for just over 1AW FCPS employees and retirees plus their dependents. The program includes two medical plan options, one vision, and one dental plan —all provided by Anthem, The two medical plan options are known as KeyCare 25 and the Health Savings Account (HSA). Column [a] shows the current year activity compared to expected and maximum levels shown In columns [c] and [d]. Medical and dental claims, affordable care act and other expenses for FY 2018 were $19,431,557, below the expected level of $19,783,734. The Insurance reserve fund year-end balance decreased by $41,408 to an ending balance of $2,476,552. The fund balance equates to just below two months of claims activity. The fund balance Is assigned to support future health claims. Columns If] and [g] provide a range of activity projected for FY 2019. Overall, the fund needs to support about $2L1 million In expected claims for the FY 2019. It is important to maintain a fund balance sufficient to support claims exceeding the expected level. is 27 Frederick County Public Schools Insurance Reserve Fund Year Ended tune 3D, 2018 [a1 [bl Id id] [a] 1fl w Maximum Maximum Actual Actual 2 Expected Actift 2o1,-e Bairn Uab0lty 241Z:z Actual zo 7 M A�edit claim iability 201M I1] Balance July 1 S 9,639,783 $ 1,878,863 $ 2,517,960 $ 2,517,960 $ 2,517,960 $ 2A76,552 $ 2,476,552 (1] Revenues: 121 01 InterestonBank Deposits Health Insurance Premiums $ 15,395 $ 16,34 AG 26,949 17,93%M $ 20,000 $ 20,000 $ 74ASI $ 50,000 $ 50AW (2] [41 Donadans/erants/Other 1,SG5 16795 19,76%734 19,76%734 19,314,M4 21,095r400 21,M,400 M _ 1 E64 141 1$19,783,734 $19,783,734 $ 19,390,149 � $ 21,145AW $ 2414SAOD (5] PI Total Revenues $ 16,362,945 $ 17,960,676 EWanditumac [61 Contracted Activities $ UI Taxes $ Fees 251.263 $ 1%603 $ lg8,Op0 $ 198,000 $ 77,301 $ 90.00D $ 90,000 161 09 Supplies 6,184 4,280 6,964 2,203 7,255 11 Health I�1 Dental Claims iQ763,zao 16,022,741 18, GS06 21,235A47 ' S,474 18,222,080 (81 19,925.400 2Z,914,210 911 1,098,057 10 00 1,120 I28 1 M,128 1 219,448 1.130,00D 1130 CQ0 1101 1211 Total Expenditures $ 16,123,265 $ 17,321,578 $19,783,734 $ 22,M3,575 $ 19A31,557 $ 24145,400 $ 24,134,210 (11] 114 MvenMOver/(Under] Expenditures' $ (1,760,920) $ MOB $ - $ (2,769A41) $ (41,408? $ - $ (2,988,810] 1121 [131 eatarmlune30 $ i 878 863 7.,517 qQA 14517 50 i51881 a A76552 $ Z 75 52 S 512 25s1 (19) Num6ersmaYnetaddcova*dua to rayndit. 19 NQ Northwestern Regional Educational Proms (NREP] Funds Frederick County Public Schools Is the fiscal agent for the NREP program. The school divisions of Winchester City and Frederick and Clarke Counties fund the program along with some federal and state dollars. The NREP program provides intense services to multiple disabled students, emotionally disabled students, autistic students, hearing Impaired students, deaf/blind students, and preschoolers with various disabilities. The program also provides outreach services to daycares and homes, as well as occupational, physical, and speech therapy services. About 250 students are served by this program. Total revenues were $4,907,743 and were $282,822 less than budgeted. This amount represents a reduction In the localities' contributions due to the distribution of the FY 2017 surplus of $315,243, as well as positive variances In Interest earnings, tuition payments, and state grant funds of $13,444. Expenditure savings of $742,057 were realized throughout the year. The residual surplus Is $453,144, which will be credited back to the localities In FY 2019. The residual surplus was generated from vacancy and turnover savings in personnel and reduced contracted costs for autism specialization services. The NREP textbook fund concluded the year with a fund *balance of $49,524. The fund balance is accumulated overtime and is assigned to future disbursements driven by textbook adoption requirements. as 29 Frederick County Public Schools Northwestern Regional Educational Programs (NREP) Funds Year Ended June 30, 2018 [al [b] [C1 101 [el 2016-16 2MG-17 201748 201718 variance Actual Actual Adjusted Actual from OPER TEN UIYD Budget A4$udget Balance at July 1 $ 21BA42 $ 294M � $ 321,334 $ 315,243 $ (6figi) REVENUES: Ill Interest I21 Tuition $ 1,615 $ 4,054 $ - $ 11,010 $ 31,010 131 Revenue from Commonwealth 4,646 37ASS 3,110 38,444 - 26,000 7,967 39A" 7,967 [41 Revenue from Federal Government 151 Local Funds- FredertcicCounty, _ _ _ Winchester City, and Clarke County 4,666.066 4,721101 5,164,565 444=2 35 3 161 TOTAL REVENUES $ 4,709,785 $ 4,767,709 $ 5,190,565 $ 4,907,745 $ (2AS22) EXPENDITURES: I7] Instruction 181 Administration, Attendance & Health $ 3,791,549 186,934 $ 3,884,791 $ 4627029 $ 3,891,592 $ 382,937 (91 Pupil Transportation Services - 1964475 =7 202,880 6,250 202,805 51858 75 392 [101 Operations and Maintenance [11j Foodservlces SWA97 607ASO 652,913 615,054 37,460 1121 FundTrandlers/Contingency 113) Technology 25,000 0 321,334 - 327�334 _ 5104 53,166 54.392 54,532 i40 [141 TOTALEXPENDITURES $ 4,635,984 $ 4,744,708 $ 5,511,899 $ 4,769,842 $ 742,057 [151 Balance at June 30 $ 292,243 $ . 3 1161 Balancecommitted TEXT1300K FUND Balance atJuly 1 REVENUES: [1j Interest 121 Transfers from NREP Operating Fund [31 TOTAL REVENUES EXPENDITURES: $ 292,243 $ 315,243 $ 453,144 $ 3BA93 $ 62,689 $ 65.o00 $ 63,010 $ (11990) $ 163 $ 321 $ - $ 665 $ so 25,000 0 _ $ 25,163 $ 321 $ - $ 665 $ 665 (41 Payments for Textbooks $ 967 $ - $ 50,849 $ 191 Payments for Technology Devices $ 50,84914,151 34,151 (5) TOTAL EXPENDITURES $ 967 $ - $ 65,000 $ 14,151 $ sou Balance at June 30 $ 636010 - (61 Balance Committed $ 62,60 $ 63,wo g 49,S24 Numbers may not add correctly due to rounding. 21 30 Consolidated Services Fund. The consolidated services fund accounts for the transaction activity associated with building services provided tp county buildings and the Handley Regional Library, as well as vehicle services provided to the school division and outside agencies. The transportation facility Is located on Route 522 south and Is equipped for fleet maintenance and fueling services to support the school division. Services are also provided to some county offices and departments, and volunteer fire and rescue stations. The facility operations include vehicle repairs, tare changing, washing and fueling, and inspections. The facility b staffed by heavy-duty and light -duty mechanics. Most of the service mechanics hold Automotive Service Excellence (ASE) certifications In their respective fields. Fleet services are billed to user agencies on a cost recovery basis. The charges are comprised of full recovery of all direct and Indirect expenses associated with the service provided. FY 2018 revenues totaled $2,909,987 and expenses totaled $2,864,403. Revenues are over expenditures by $45,584 which is absorbed by fund balance. 01 31 Frederick County public Sc hoob Consolidated Services Fund Year Ended June 30, 2018 [a] [b) 101 1d1 [e] 2017-18 Variance 201546 2016.17 Adjusted 2017-18 from Actual Actual Budget Actual Adj. Bu Balance July 1 $ 359,970 $ 364,312 $ 527,493 $ 333,598 $ (193,05) [11 Revenue: 121 Building Services Billings to Regional Library Board $ 51109 $ 3569 $ 9,000 $ 6,618 $ (2,382) Billings to County Government Sub -total Budding Services 2,789 $ 7,898 569 6,000 _ 2,470_ (3,530) $' 4,138 $ 15,000 $ 9,088 $ (5,912) [31 Vehicle Services BIIIIngstoFCPS Billings to Outside Agencies $ 2,148,191 $ 2,154,526 $ 2,571,276 $ 2,453,672 $ (117,604) Other Receipts 397,678 372,247 486,123 445,717 (40,406) Sub#otel Vehicle Services - $ 2,545,859 818 $ 2,527,591 108 $ 3,057,507 _ 1,510 $ 2,900,898 $ (156,608) [41 Transfers from School Operating Fund $ - $ - $ - $ [51 Prior Year Encumbrances $ _ $ _ $ _ _ $ $ _ - $ 161 Total Receipts $ 2,553,758 $ 2,531,730 $ 3,072,507 $ 2,909,987 $ (162,520) Total Receipts and Beginning Balance $ 2,913,728 $ 2,896,042 $ 3,600,000 $ 3,243,585 (71 Expenditures: [8) Building Services CauntVAdministration Building Bowman Regional Library $ 2,060 $ 569 $ 6,000 $ 2,470 $ 3,530 Other Agencies 5'109 729 3569 91000 6,618 2,382 [91 Sub -total Building Services Vehicle Services $ 7,998 4, 338 $ 55,000 $ 9,088 $ 5,912 Salaries . Fringe Benefits $ 698,968 $ 683,754 $ 758,052 $ 737,965 $ 20,087 20,087 Purchased Services 221,380 21,866 216,170 42,268 251,358 508,384 234,299 Other Charges Materials and Supplies 52,343 61,347 95,500 33,614 87,833 417,059 4,770 667 Capital Outiay 1,M6 960 1,548,205 1,971,706 1,754,903 216,903 Sub -total Vehicle Services $ 2,541,517 6,562 $ 2,558,306 $ 3,585,000 6,800 72,BS,314 6 800 $ 729,686 1101 Total Expenditures $ 2,549,415 $ 2,562,444 $ 3,600,000 $ 2, 6g 4,403 $ 735,597 1111 Revenues Over/ (Under) Expenditures $ 4,342 $ 0,714 $ 45,584 [12] Balance June 30 $$ 3-- fi. 333 598 879182 1131 1141 Balance Wonspendabie, inventory Balance Unreserved $ 278,961 $ 308,500 36X'788 $ 85,351 $ 23,098 $ Numbers may not add correcdy due to rounding. 29 32 Special Grants Fund The special grants fund is a fiduciary fund which accounts for the transaction activity associated with the special grants or programs for which Frederick County Public Schools is the fiscal agent. These grants may be multiyear or multi Jurisdictional grants and fall outside of the typical K-12 programs for FOPS. Currently, there are no active grants and programs reported. 24 33 Frederick County Public Schools Special Grants Fund Year Ended June 30, 2018 [a] [b] [c] [d] 2015-16 Actual 2016-17 Actual 2017-18 Adjusted 2017-18 Actual Budget Balance July 1 $ 3,403 $ REVENUES: [1] Donations and Grants $ _ $ _ $ - $ _ Fees from Business & Industry Tuition Payments from Localities $ _ $ _ $ _ $ - Revenue from the Commonwealth [2] Revenue from the Federal Government Sub -total Regional Adult Ed, Revenues _ _ $ _ $ _ [31 Federal Grant -Teaching American History $- [4] TOTAL REVENUES $ _ $ _ $ EXPENDITURB.- [5] Chain of Checks $ 3,313 $ $ _ $ [6] At Risk/Low Income 89 _ [7] Teacher of the Year - 181 Regional Adult Education [9] Teaching American History [10] TOTAL EXPENDITURES $ 3,403 $ [111 Balance June 3o $ Numbers may not odd correctly due to rounding. 2s 34 Primate Purpose Funds The school division maintains a private -purpose endowment fund and a private -purpose income fund. The endowment fund activity Includes contributions and management expenses associated with the principal or corpus. The income fund activity includes miscellaneous restricted donations, interest postings, disbursements, and fund transfers. Fund balances are brought forward each year into the next fiscal period. The fund balance at June 30, 2018, Is comprised of the following. Private -Purpose Endowment Balance PrIvate-Purpose Income Fund Balance ArmstrongFoundation oundation Scholarship_1� $224,861 _�_ _ $ 5,323 $ 445 Della Stine Scholarship j $ 13,465_ Axalta Scholarship E N/A $ 0 _ _ Clyde & Alfretta M. Logan Scholarshi _ N/A $ 37,500 Bright Futures Program _ ..— _ N/A ... _ _ $ 95,979 j $ S05 -$139,752 Teacher of the Year N/A Total $ 238,326 Prhvate-Purpose Endowment Funds ➢ Armstrong Foundation Scholarship Fund —This fund accounts for funds provided by the Armstrong Foundation. Earnings are used to provide scholarships to deserving students of the Frederick County, Virginia schools. ➢ Della Stine Scholarship —This fund accounts forfunds provided by a private donor. Earnings on fund assets may be used to provide a scholarship to a deserving student who attended Dowell J. Howard Learning Center. Private -Purpose Income Fund ➢ The Armstrong Foundation, Della Stine, Axalta, and Clyde and Alfretta M. Logan Scholarship Funds are used for the restricted purpose of providing scholarships to students at the three Frederick County high schools. The two endowed funds are used to support the respective annual scholarship when Interest Income is Insufficient. ➢ Bright Futures Is a non-profit organization that helps schools connect student needs with resources that already exist in the community. Donated resources can be In the form of money, supplies, or time. ➢ The Teacher of the Year award is presented each year during convocation. The recipient receives a plaque, a ring featuring the school division's logo, a Chromebook, and a spending account to be used for instructional materials, supplies, or travel. 26 35 Frederick county public Schools Private Purpose Funds Year Ended June 30, 2018 [a] [b] [C] [d] FY16-17 FY16-17 FY17-18 FY17.18 Private -Purpose Private -Purpose Private -Purpose Prlvate•Purpose e Endowment Income Endowment Income [ij Balance Jelly 1 $ 238,326 $ 36,533 $ 238,326 $ 78,231 REVENUES: 121 Interest on Sank Accounts $ - $ 11538 $ $ 4,349 [3] Interest on Investments - 141 Donations and Grants 68,073 151 Transfers from Other Funds 96,952 161 . investment Earnings [7) TOTAL REVENUES $ - $ 69,612 $ _ $ 101,301 EXPENDITURES: 181 191 1101 1111 [121 1131 1141 Personnel Scholarship Payments Other Expenses Other Operating Supplies Instructional Supplies Technology Hardware Transfers to Other Funds $ _ _ _ _ - $ _ 81000 10,895 8,020 99 899 0 $ - - _ _ $ 54 14y000 70 20,659 4,998 - - 1151 TOTALMPENDITUREs $ $ 27,913 $ - $ 39,781 1161 BelanceJune 30 238,326 —_— T' 78r1 $ _ 23$6326 139 752 Numbers may not add correctly due to rounding. 27 36 Frederick County Public Schools ... to ensure all students an excellent education Patty D. Camery, Executive Director of Finance DATE: TO: FROM RE: September 5, 2018 Cheryl Shiffler, Frederick County Finance Director r- Patty D. Camery, FCPS Executive Director of Finance cameryp@fcpskl2.net FY 2019 Budget Items for Consideration by the Board of Supervisors On September 4, 2018, the School Board approved the following budget adjustments which are subject to consideration and approval by the Board of Supervisors. Please include the following FY 2019 requests on the agenda for the County Finance Committee meeting scheduled for September 19, 2018. Budget Adjustments to the School Operating Fund 1. A budget adjustment to the School Operating Fund is requested for the $316,537.71 which represents restricted grant funds received during FY 2018 and are to be used for specific purposes such as Apple Federal Credit Union Education Foundation, SOL Algebra Readiness program, Project Graduation and other miscellaneous grants. 2. The School Board is requesting an FY 2019 budget adjustment to the School Operating Fund for $186,878.76 which represents the FY 2018 unobligated surplus in the School Operating Fund. Approval of this request will provide appropriation for funds to be spent on one bus and security equipment. cc: Dr. David T. Sovine, Superintendent Kris C. Tierney, County Administrator 37 k\ COUNTY of FREDERICK, VIRGINIA DEPARTMENT OF PUBLIC SAFETY COMMUNICATIONS 1080 Coverstone Dr, Winchester, VA 22602 Tel: 540-665-6356 Fax:540-723-8848 LeeAnna Pyles, Director of Public Safety September 12, 2018 To: Cheryl Shiffler: Finance Director Fm; LeeAnna Pyles; Director Date: September 12, 2018 Ref Insurance Reimbursement I am requesting general fund appropriation in the amount of $14,166.88. The amount represents funds received from VACORP for damage sustained to the Communications Tower during a lightning strike on July 4, 2018. I request the funds into line 3506-3004-001. Respectfully. LeeAnna Pyles; Director R June 27, 2018 Frederick County Attn: Jennifer Place 107 North Kent Street Winchester, VA. 22601 Virginia Association of Counties Self Insurance Risk Pool Member: Frederick County Claim Number: 0342018212125 Date of Loss: 7/4/2018 Dear Ms. Place: Enclosed please find VACORP property damage check in the amount of $14,166.88 for the damage sustained Emergency Communications Tower in Winchester, VA, on 7/4/2018. This payment was based on the appraisal submitted from Metis Appraisal Services for $15,166.88 less the $1,000.00 deductible. If you should have any questions regarding this payment, please feel free to call me at l - 888-822-6772 ext. 174. Sincerely, Jared Mullen Claims Specialist Enclosed — Check m wm m m�� 1315 Franklin Rd., SW I Roanoke, VA 240161888-822.67721 Fax 877-212-85991 www.vacorp.org 39 Tnousan 4j!j�p Ht-tdyfGp� Sucand 8 11Q0.D }' F. 1> Frederick County z r L. '•v l 3 .f i' ,.. T aY. REMITTANCE STATEMENT- PLEASE DETACH BEFORE DEPOSITING Description From Date To Date Invoice # Invoice Amt Amount Inland Marine Inland Marine RCV deductible $15,166.88 ($l,aao.ao) $15,166.88 ($1,000.00) Claim Number: 0342018212125 Claimant Frederick County Payee: Frederick County Check Number: 3226CO Total Check Amt; $14,166.88 Event Date: 71412018 Department: 034 Frederick Date of Check: 9/6/2018 Memo: LETTER Ex uu EJ11:4701:7111, loll TO: Finance Committee FROM: John A. Bishop AICP, Assistant Director - Transportation k, RE: Project Increase Request — 1-81 Bridge/Tevis/Roundabout/Airport Road/Northern Y DATE: September 12, 2018 Staff has recently received the final pre -bid cost estimate for the Tevis Bridge/Roundabout/Airport Road project. Estimate and agreement with private partner attached. In addition, per the attached agreement we are proceeding with 30% design of the Northern Y portion of the project at a cost of up to $70,000.00. The construction project and the 30% design for Northern Y are both funded via a combination of VDOT revenue sharing funds and Private Party funds. To meet the attached cost estimate and the $70,000.00 for design on Northern Y, staff is seeking to increase the line item for the overall project to $20,616,145.51. Attachments: Revenue Sharing Agreements, Map of project area, construction cost estimate Ui* currently budgeted balance: $11,245,710.42 increase to: $20,616,145.51 supplemental approp, needed: $9,370,435.09 41 81 TEM STREET ROUNDABOUT lPeninonl- Pennoni Associates Inc. Consulting Engineers Project: FRED1 301 Comprehensive Project Total Subject: 100% Submittal Estimate Projects with Revenue Sharing PRICE TOTAL !Crossover Blvd/Roundabout i$ 10,020,161.88" Airport Road $ 4,909,259.64 Rt. 522 - Front Royal Pike and East &jp22dRoad $ 2,480,576.09 Utility Relocation $ 75,000.00 00 Ponds for Crossover and Airg)ort $ 125,376.04 MPartner MOT and County Private Paner Contribution for Right of Way Runoff - 15%) Subtotal for Proiect with Revenue Sharing $ 17,610,373.65] Administration/inspection Subtotal for Proiect with Revenue Sharing $ 2,113,244.84 Total for Project with Revenue Sharina $ 19,723,618.49 Proiects without Revenue Sharing Ponds for Crossover and Airoort $ 752,256.27 (Developer Contribution to Mitigate Runoff ram Future Private Development - 85%) Administration/Inspection Subtotal for Project with Revenue Sharma $ 90,270.75 Total for Project with Revenue Sharina $ 842,527.02 GRAND TOTAL $ 20,566,146.51 43 -\ Pennont"I Pennoni Associates Inc. Job No: I FRED1301 Consulting Engineers Date l 8/3112018 Project: Crossover Blvd and Roundabout Des By7l WHT/EDS Subject: 100% Revised Submittal Estimate Chk By: CLA DEMOLITION UNIT I QTY I PRICE PER PRICE TOTAL REMOVAL OF LIMITED ACCESS FENCE LF 1 214 1 $10.00 $2,140.00 REMOVE SAN. SEWER PIPE LF 181 $45.00 $8,145.00 REMOVE SAN. SEWER MANHOLE EA 2 $750.00 $1,6D0.00 PAVEMENT RADIAL CURB CG-2 LF 428 $40.00 $17,120.00 MODIFIED CG-3 LF 490 $51.00 $24,990.00 ISTD. COMB. CURB & GUTTER CG-6 LF 1 1,234 1 $22.17 $27,357.78 m .) Pennon it . Pennoni Associates Inc. Job No: FRED1301 Consulting Engineers 8/31/2018 Project: Crossover Blvd and Roundabout Des Byl WHT/EDS Subject: 100% Revised Submittal Estimate Chk By: CLA GNAGE I PAVEMENT MARKING SIGN PANEL SF 437 $30.00 $13,110.00 CONCRETE FOUNDATION STP-1, TY. A EA 5 $742.00 $3,710.00 CONCRETE FOUNDATION STP-1, TY. D EA 17 $595.00 $10,115.00 CONCRETE FOUNDATION STP-1, TY. E EA 20 $600.00 $12,000.00 TRAFFIC SIGN SQUARE TUBE STEEL POST 2-1/2", 12 GA. LF 607 $35.00 $21,245.00 TRAFFIC SIGN SQUARE TUBE STEEL POST 2", 14 GA. LF 187 $25.00 $4,675.00 TYPE B CLASS I PAVE. LINE MARKING 4" LF 5,425 $0.85 $4,611.25 TYPE B CLASS I PAVE. LINE MARKING 12" LF 60 $10.00 $600.00 TYPE B CLASS I PAVE. LINE MARKING 24" LF 392 $35.00 $13,720.00 NS PAVEMENT MARKING, YIELD BAR (12"x18" YIELD SYMBOL TRIANGULAR) EA 53 $17.00 $901.00 PAVEMENT MESSAGE MARK. ELONGATED ARROW SINGLE EA 2 $102.00 $204.00 PAVEMENT MESSAGE MARK. (FISH HOOK, LEFT, THRU) EA 8 $410.00 $3,280.00 PAVEMENT MESSAGE MARK. (FISH HOOK, THRU, RIGHT) EA 2 $410.00 $820.00 PAVEMENT MESSAGE MARK. (FISH HOOK, THRU) EA 2 $410.00 $820.00 TYPE III BARRICADE, 8' EA 8 $450.00 $3,600.00 TYPE B CLASS IV CONTRAST PAVE. LINE MARKING 6" LF 1,626 $7.00 $11,382.00 EROSION AND SEDIMENT CONTROL SILT FENCE (EC-5, TYPE A) LF 12,430 $2.50 $31,075.00 SILT FENCE (EC-5, TYPE B) LF 1,598 $7.50 $11,985.00 INLET PROTECTION, TYPE B EA 21 $225.00 $4,725.00 SOIL STABILIZATION BLANKET, (EC-2, TYPE 3) sy 5,697 $4.00 $22,788.00 DEWATERING BASIN (EC-8) EA 4 $1,750.00 $7,000.00 TEMPORARY CONSTRUCTION ENTRANCE EA 4 $2,500.00 $10,000.00 CULVERT INLET PROTECTION EA 2 $300.00 $600.00 UTILITIES 18" STEEL CASING PIPE LF 197 $95.00 $18,715.00 8" SCH 40 PVC CONDUIT LF 340 $37.00 $12,580.00 12 CONDUIT DUCT BANK LF 355 $120.00 $42,600.00 BRIDGE SUPERSTRUCTURE: CONCRETE LOW SHRINKAGE CLASS A4 MODIFIED Cy 839.2 $930.00 $780,456.00 CORROSION RESISTANT REINFORCING STEEL, CLASS I LB 147,120 $2.20 -$323,664.00 STRUCTURAL STEEL PLATE GIRDERS, ASTM A709 GRADE 50W LB 858,000 $2.40 $2,059,200.00 RAILING, BR27C - 3 RAILS LF 643 $350.00 $225,050.00 BRIDGE DECK GROOVING SY 1,928 $10.00 $19,280.00 PEDESTRIAN FENCE 10' LF 625 $120.00 $ . 75,000.00 COVER DEPTH SURVEY SY 2,560 $10.00 $25,600.00 SUBSTRUCTURE: ABUTMENTS CONCRETE CLASS A3 CY 498 $750.00 $373,725.00 CONCRETE CLASS Cl CY 50 $850.00 $42,500.00 REINFORCING STEEL LB 51,090 $110 $61,308.00 STRUCTURE EXCAVATION CY 1,127 $120.00 $135,240.00 NS BRIDGE SUBSTRUCTURE, UNDER EXCAVATION CY 50 $80.00 $4,000.00 RAILING, BR27C - 3 RAILS LF 90 $350.00 $31,500.00 SELECT BACKFILL (ABUTMENT ZONE) TON 4,024 $50m $201,200.00 CONCRETE SLAB SLOPE PROTECTION 4" 652 $190.00 $123,880.00 STEEL PILES 12" -SY LF 1,828 $70.00 $127,960.00 DRIVING TEST FOR 12" STEEL PILES LF 99 $110.00 $10,890.00 PILE POINT FOR 12" STEEL PILES EA 48 $130.00 $6,240,00 DYNAMIC PILE TEST EA 2 $5,000.00 $10,000.00 NS BRIDGE SUBSTRUCTURE, EPS MATERIAL 18" SY 86 $250.00 $21,500.00 GEOCOMPOSITE WALL DRAIN SY 130 $50,00 $6,500.00 PIPE UNDERDRAIN 6" LF 288 $30.00 $8,640.00 MISCELLANEOUS CONSTRUCTION SURVEYING LS 1 $10,000.00 $10,000.00 NBIS ACCESS, UNDER BRIDGE (STR. NO. 034-6161) DAY 2 $1,500.00 $3,000.00 MOT FOR BRIDGE TEMPORARY CONSTRUCTION SIGN SF 924 $15.00 $13,852.50 TYPE III BARRICADE 8' (MOT) EA 2 $750.00 $1,500.00 TRUCK MOUNTED ATTENUATOR HR 2,130 $7.50 $15,975.00 GROUP 2 CHANNELIZING DEVICES DAY 36,444 $0.80 $29,15520 ELECTRONIC ARROW BOARD FIR 2,244 $5.00 $11,220.00 PORT. CHANGEABLE MESSAGE SIGN HR. 2,856 $500 $14,280.00 TRAFFIC BARRIER SERVICE, CONCRETE, TYPE MB-1 1A LF 2,-640 $25.00 $66,000.00 IMPACT ATTENUATOR SERVICE, TYPE 1, (TL-3, >=40 MPH) EA r 4 $11,000.00 $44,000.00 45 -Pennon Pennoni Associates Inc. Job No: FRED1301 Consulting Engineers Date 8/31/2018 Project: Crossover Blvd and Roundabout Des By: WHT/EDS Subject: 100% Revised Submittal Estimate Chk By: CLA POLICE PATROL TEC 84,000 $1.00 $84,000.00 PILOT VEHICLE HR 1,008 $20.00 $20,160.00 TOTAL BID AMOUNT 8,687,097.29 MOBILIZATION . $68,70909, CONTINGENCIES 10% $86.73 GRAND TOTAL $10,020,16IN Pennoni Associates Inc. Job No. I- FRED1301 Consulting Engineers Date 8131/201 (777.- Project: Airport Road Extension Des --By.1 WHT/EDS Subject: 100% Revised Submittal Estimate Chk By:j CLA DEMOLITION UNIT QTY PRICE PER I PRICE TOTAL REOMVE EXISTING 36" RCP LF 191 $45.00 $8,595.00 REMOVE EXISTING 54" RCP LF 204 $60.00 $12,240.00 REMOVE EXISTING 54" WINGWALL EA 2 $1,400.00 $2,800.00 REMOVE EXISTING 18" RCP LF 604 $40.00 $24,160.00 REMOVE EXISTING 30"RCP LF 112 $45.00 $5,040.00 REMOVE EXISTING 36" CMP LF 22 $45.00 $990.00 REMOVE EXISTING DROP INLET EA 6 $1,200.00 $7,200.00 REMOVE EXISTING MANHOLE EA 1 $750.00 $750.00 REMOVE EXISTING SAN. SEWER PIPE LF 230 $45.00 $10,350.00 REMOVE EXISTING SAN. SEWER MANHOLE 2 $750.00 $1,500.00 REMOVE EXISTING WATER VALVE -EA EA 3 $500.00 1 $1,500.00 REMOVE EXISTING WATER PIPE LF 920 $5.00 $4,600.00 PAVEMENT STD. COMB. CURB & GUTTER CG-6 LF 3,558 $22.17 $78,880.86 RADIAL COMB. CURB & GUTTER CG-6 LF 993 $25.00 $24,825.00 MEDIAN STRIP MS-lA SY 569 $100.00 --$56,900.00 MEDIAN STRIP MS-2 LF 933 $35.00 $32,655.00 HYDRAULIC CEMENT CONC. 4"SIDEWALK SY 1,114 --3�8-.27 $53,772.78 1.5" SURFACE COURSE - SM-9.5D TON 2,392 $75.31 $180,141.52 2" SURFACE COURSE MULTI -USE PATH - S-9.5AL TON 447 $75.31 $33,663.57 25' INTERMEDIATE COURSE - I%19.0D TON 2,126 $115.00 $244,490.00 3" BASE COURSE - BM-25.01) TON 3,421 $68.37 $233,89177 AGGREGATE BASE - NO.2113 TON '624 $18.40 $232,281.60 TACK COAT GAL 870 $3.50 $3,045.00 CG-12 WITH DETECTABLE WARNING SURFACE SY 1 533 $329 On $175,357.00 EARTHWORKS CLEARING AND GRUBBING AC 7.6 $10,000.00 $76,000.00 REGULAR EXCAVATION CY 16,295 $18.00 $293,310.00 SELECT MATERIAL, TYPE I TON 64,977 $10.00 $649,771.20 GRADING SY 15,325 $2.50 $38,312.50 REGULAR SEEDING LB 1,432 $12.50 $17,900.00 OVER SEEDING LB 1,146 $5.00 $5,730.00 LIME TON 35 5200 $12,250.00 FERTILIZER (15-30-15) TON 1 3,-782 TtF-�- $9,455.00 TEMPORARY SEEDING LB 1 764 $12.00 $9,168.00 TOPSOIL CLASS B 2" AC t 7.6 1 $11,000.00 $84,040.00 DRAINAGE VDOT STD. UD-2 LF 640 $30.00 $19,200.00 VDOT STD. UD-3 LF 4,167 $25.00 $104,175.00 VDOT STD. UD-4 LF 4,642 $15.00 $69,630.00 VDOT STD. DI-1 EA 1 $4,500.00 $4,500.00 VDOT STD. DI-78 EA 2 $5,000.00 $10,000.00 VDOT STD. DI-3B, L=6! EA 8 $5,000.00 $40,000.00 VDOT STD. DI-313, L=8' EA 15 $5,500.00 $82,500.00 VDOT STD. DI-313, L=10' EA 2 $6,000.00 $12,000.00 VDOT STD. DI-3B, L=12' EA 1 $6,200.00 $6,200.00 VDOT STD. DI-3BB, L=6' EA 3 $6,500.00 $19,500.00 VDOT STD. DI-31313, L=8' EA 3 $6,750.00 $20,250.00 VDOT STD. DI-3BB, L=10' EA 1 $7,000.00 $7,000.00 VDOT STD. DI-3BB, L=12' EA 2 $7,250.00 $14,500.00 VDOT STD. DI-3C, L=10' EA 2 $6,400.00 $12,800.00 VDOT STD. MH-1 OR MH-2 LF 69 $330.00 $22,713.90 VDOT STD. FRAME AND COVER MH-1 EA 5 $560.00 $2,800.00 STORM SEWER, CONC. PIPE, 15" LF 2,390 $45.00 $107,550.00 STORM SEWER, CONC. PIPE, 18" LF 40 $55.00 $2,200.00 STORM SEWER, CONC. PIPE, 21- LF 430 -$130.00 $55,900.00 STORM SEWER, CONC. PIPE, 24" LF 1,595 $145.00 $231,275.00 STORM SEWER, CONC. PIPE, 30- LF 405 $169.00 $68,445.00 STORM SEWER, CONC. PIPE, 36" LF 630 $180.00 $113,400.00 STORM SEWER, CONC. PIPE, 42" LF 285 $200.00 $57,000.00 VDOT STD ES-1 - 24" EA 2 $1,750.00 $3,500.00 VDOT STD ES-1 - 30" EA 1 $2,000-00 $2,000.00 VDOT STD ES-1 - 42" EA 1 $4,200.00 $4,200.00 VDOT STD EC-3 SY 497 $5.00 $2,486.67 POST INSTALLATION INSPECTION LF 5,775 $100 47 ------------- ,FPenno Pennoni Associates Inc. Job No: FRED1301 Consulting Engineers Date 8/3112018 Project: Airport Road Extension Des By: Subject: 100% Revised Submittal Estimate Chk By: _WHT/EDS CLA SIGNAGE / PAVEMENT MARKING CONCRETE FOUNDATION STP-1, TY. A EA 4 $742.00 $2,968.00 CONCRETE FOUNDATION STP-1 . TY B EA 6 $771.00 $4,626.00 CONCRETE FOUNDATION STP-1, TY. C EA 6 $600.00 $3,600.00 CONCRETE FOUNDATION STP-1, TY. D EA 12 $595A0 $7,140.00 CONCRETE FOUNDATION STP-1, TY. E EA 4 $600.00 $2,400.00 SIGN PANEL SF 380 $30.00 $11,400.00 TRAFFIC SIGN SQUARE TUBE STEEL POST 2-1/2", 10 GA. LF 152 $40.00 $6,080.00 TRAFFIC SIGN SQUARE TUBE STEEL POST 2-1/2", 12 GA. LF 88 $35.00 $3,080.00 TRAFFIC SIGN SQUARE TUBE STEEL POST 2",14 GA. LF 189 $25.00 $4,725.00 TYPE B CLASS I PAVE. LINE MARKING 4" LF 7,656 $0.85 $6,507.60 TYPE B CLASS I PAVE. LINE MARKING 8" LF 78 $10.00 $780.00 TYPE B CLASS I PAVE. LINE MARKING 24" LF 594 $35.00 $20,790.00 PAVEMENT MESSAGE MARK. ELONGATED ARROW SINGLE EA 2 L4 $102.00 $3,264.00 PAVEMENT MESSAGE MARK. ONLY $375.00 EROSION AND SEDIMENT CONTROL CONSTRUCTION ENTRANCE EA 3 $2,500.00 $7,500.00 SILT FENCE (EC-6 TYPE A) LF 4,963 $2.50 $12,407.50 LEVEL SPREADER EA 3 $2,900.00 $8,700.00 CULVERT INLET PROTECTION EA 1 $300.00 $300.00 INLET PROTECTION EA 38 $300.00 $11,400.00 UTILITIES 1 6" GATE VALVE EA 1 $1,552.00 $1,552.00 8" DIP WATERLINE LF 554 $93.00 $51,522.00 8" GATE VALVE EA 7 $2,500.00 $17,500.00 12" DIP WATERLINE LF 626 $125.00 $78,250.00 12" GATE VALVE EA 8 $3,000.00 $24,000.00 18" STEEL CASING PIPE Ir 646 $93.00 $60,078.00 8" SCH 40 PVC CONDUIT LF 592 $37.00 $21,904.00 12 CONDUIT DUCT BANK LF 500 $120.00 $60,000.00 6" DIP WATERLINE LF 20 $85.00 $1,700.00 RELOCATE EXISTING FIRE HYDRANT EA 1 $6,500.00 $6,500.00 AIR RELEASE VALVE EA 3 $2,514.00 $7,542.00 FLUSHING ASSEMBLY FA 14 $4,000 On $56.00000 TOTAL BID AMOUNT $4,242,834.47 MOBILIZATION $242,141.72 CONTINGENCIES @ 10% $424,283.45 GRAND TOTAL $4,909,259.64 r1l"o WUlLej � .Pennonll) Pennoni Associates Inc. Job NO: FRED1301 Consulting Engineers Date 813112018 roje Pct: Rt. 522 -Front Royal Pike and East Airport Road De;. -Sy.- WHTIEDS Subject: 1 DO% Revised Submittal Estimate CLA DEMOLITION UNIT PRICE PER I PRICE TOTAL SAWCUT 5/8" LF -QTY 4,150 $20.00 $83,000.00 TYPE A MILLING (1 1/2" DEPTH) SY 12,776 $30.00 $385,280.00 REMOVE EXISTING 15" RCP LF 83 $40.00 $3,320.00 REMOVE GROUND MOUNTED SIGN STRUCTURE AND PANEL EA 1 $400.00 $400.00 REMOVE CURB AND GUTTER (CG-7 ALONG RTE 522) LF 1,433 $20.00 $28,652.20 REMOVE DROP INLET EA $1,200.00 -$4,800.00 REMOVE MANHOLE 1 $750.00 $750.00 SALVAGE EXISTING GUARDRAIL LF 207 $10.00 $2,070.00 PAVEMENT STD. COMB. CURB & GUTTER CG-6 LF 541 $22.17 $11,993,97 RADIAL COMB. CURB & GUTTER CG-6 LF 29 $25.00 $725.00 STD CURB CG-7 LF 1,065 $19.93 $21,225.45 RADIAL CURB CG-7 LF 421 $19.93 $8,390.53 MEDIAN STRIP MS-1 SY 282 $100.00 $28,200.00 MEDIAN STRIP MS-2 LF 1,161 $35.00 $40,635.00 SURFACE COURSE - SK&9.51) TON 1,131 $75.31 $85,175.61 SURFACE COURSE - SM-12.51) TON 839 $75.31 $63,185.09 INTERMEDIATE COURSE - IM-19.01) TON 593 $115.00 $68,1195O0 BASE COURSE - BM-25.01) TON 1,460 $68.37 $99,820.20 AGGREGATE BASE - NO.21 B TON 3,182 $18.40 $58,548.80 TACK COAT GAL 1,026 $3.50 $3,591.00 CG-12 WITH DETECTABLE WARNING SURFACE SY 108 $329.00 $35,532.00 GUARDRAIL FENCING STD GR-MGSI LF 1 134 $20.00 $2,680.00 STD GR-MGS2 EA 1 $2,500.00 $2,500.00 EARTHWORKS CLEARING AND GRUBBING AC 1.2 $10,000.00 $12,000.00 REGULAR EXCAVATION CY 2,465 $18.00 $44,370.00 SELECT MATERIAL, TYPE I TON 5,077 $10.00 $50,772.15 EXCAVATION UNSUITABLE MATERIAL CY 444 $17.00 $7,648.60 GRADING SY 2,151 $2.50 $5,377.50 REGULAR SEEDING LB 150 $12.50 $1,875.00 OVER SEEDING LB 120 $5.00 $600.00 LIME TON 4 $350.00 $1,400.00 FERTILIZER (15-30-15) TON 396 $210 $990.00 TEMPORARY SEEDING LB 80 1 �.00 $960.00 TOPSOIL CLASS B 2' AC 0.8 $11,000.00 $8,800.00 DRAINAGE VDOT STD. UD-2 LF 453 $30.00 $13,590.00 VDOT STD. UD-4 LF 2,271 $15.00 $34,065.00 CONVERT Of TO VDOT STD. DI-3B, L=8' EA 2 $6,800.00 $13,600.00 VDOT STD. DI-3C, L=6' EA 1 $5,500.00 $5,500.00 VDOT STD. DI-3B, L=8' EA 1 $5,500.00 $5,500.00 VDOT STD. DI-3B, L=10' EA 1 $6,000.00 $6,000.00 VDOT STD. DI-3B, L=12' EA 1 $6,200.00 $6,200.00 STORM SEWER, CONC. PIPE, 15" -T LF 290 $50.00 $14,500.00 VDOT STD. MH-1 OR MH-2 LF 20 $330.00 $6,600.00 VDOT STD, FRAME AND COVER MH-1 EA 3 $56000 $1,680.00 CONVERT DI TO MH 2 $4,Oit.00 $8,000.00 POST INSTALLATION INSPECTION LF 290 $100 $870.00 SIGNAGE / PAVEMENT MARKING CONCRETE FOUNDATION STP-1, TY. A EA 7 $742.00 $5,194.00 CONCRETE FOUNDATION STP-1, TY. C EA 10 $600.00 $6,000.00 CONCRETE FOUNDATION STP-1, TY. D EA 13 $595.00 $7,735.00 CONCRETE FOUNDATION STP-1, TY. E EA 7 $600.00- $4,200.00 SIGN PANEL SF 232 $30.00 $6,960.00 TRAFFIC SIGN SQUARE TUBE STEEL POST 2-1/2", 12 GA. LF 67 $35.00 $2,345.00 TRAFFIC SIGN SQUARE TUBE STEEL POST 2-1/2-, 10 GA. LF 171 $40.00 $6,840-00 TRAFFIC SIGN SQUARE TUBE STEEL POST 2", 14 GA. LF 236 $25.00 $5,900.00 TYPE B CLASS I PAVE. LINE MARKING 4" LF 7,730 $0.85 $6,570.50 TYPE B CLASS I PAVE LINE MARKING &' LF 60 $10.00 $600.00 TYPE B CLASS I PAVE. LINE MARKING 24" LF 1,381 $35.00 $48,335.00 PAVEMENT MESSAGE MARK. ELONGATED ARROW SINGLE EA 24 $102.00 $2,448.00 PAVEMENT MESSAGE MARK. ONLY EA 9 $375.00 $3,375.00 EROSION AND SEDIMENT CONTROL SILT FENCE (EC-5, TYPE A) LF 2,566 $2.50 $6,415.00 INLET PROTECTION EA is $300.00 ICULVERT INLET PROTECTION EA 2 $300.00 %100-0W000 EM Pennoni Associates Inc. Job No: FRED1301 Pennon rvi� Consulting Engineers Date 8/31/2018 Project: Rt. 522 - Front Royal Pike and East Airport Road Des By: WHTIEDS Subject: 100% Revised Submittal Estimate Chk By: CLA MAINTENANCE OF TRAFFIC GROUP 2 CHANNELIZING DEVICES DAY 71,240 $0.73 $52,005.20 PORTABLE CHANGEABLE MESSAGE SIGN HR 3,472 $7.40 $25,692.80 TRUCK MOUNTED ATTENUATOR HR 2,433 $82.07 $199,676.31 ELECTRONIC ARROW BOARD HR 2,433 $4.80 $11,678.40 TYPE III BARRICADE 4' EA 19 $400.00 $7,600.00 TEMPORARY PAVEMENT MARKING, TYPE A, 6" LF 18,907 $2.50 $47,267.50 TEMPORARY PAVEMENT MARKING, TYPE A, 24" LF 306 $12.00 $3,672.00 TEMPORARY PAVEMENT SYMBOL MARKING (THRU ARROW), TYPE A EA 43 $1W00 $4,300.00 TEMPORARY PAVEMENT SYMBOL MARKING (SINGLE TURN ARROW), TYPE A EA 34 $300.00 $10,200.00 TEMPORARY CONSTRUCTION SIGN SF 662 $26.72 $17,688.64 TRAFFIC SIGNAL HEAD SEC. 12" LED EA 11 $300.00 $3,300.00 VIDEO DETECTION CAMERA EA 1 $5,000.00 $9,000.00 VIDEO DETECTION CABLE LF 140 $2.75 $385.00 14/4 CONDUCTOR CABLE LF 205 $2.50 $512.50 SPAN WIRE 3/4" LF 220 $5.00 $1,100.00 TETHER WIRE 1/4" LF 220 $5.00 $1,100.00 ERADICATION OF EXISTING LINEAR PAVEMENT MARKING LF 7,717 $0.95 $7,331.15 ERADICATION OF EXISTING NON -LINEAR PAVEMENT MARKING LF 1,344 $8.80 $11,827.20 TEMPORARY PAVEMENT MARKING, TYPE A, 4" LF 350 $0.65 $227.50 WOOD POLE CL. 6 35' EA 3 $750.00 $2,250.00 TRAFFIC SIGNAL LOCAL CONTROLLER, TY. A EA 1 $12,000.00 $12,000.00 INSTALL CONTROLLER EA 1 $6,500.00 $6,500.00 ELECTRICAL SERVICE SE-9 EA 1 $3,500.00 $3,500.00 TRAFFIC SIGNAL HEAD SEC. 12" HVS BACKPLATE EA 64 $300.00 $19,200.00 PEDESTRIAN ACTUATION PA-2 EA 4 $250.00 $1,000.00 PEDESTRIAN ACTUATION PA-4 EA 2 $1,250.00 $2,500.00 PEDESTAL POLE PF-2 EA 3 $1,200.00 1 $3,600.00 CONCRETE FOUNDATION PF-2 EA 3 $1,500.00 $4,500.00 CONCRETE FOUNDATION CF4 EA 1 $2,500.00 $2,500.00 CONCRETE FOUNDATION SIGNAL POLE PF-8 EA 4 $7,500.00 $30,000.00 SIGNAL POLE MP-3, TYPE B EA 4 $10,000.00 $40,000.00 MAST ARM 65' EA -2 $6,500.00 MAST ARM 75'(CASE I LOADING) EA - 1 $9,500.00 _$13,000.00 $9,500.00 MAST ARM 60' EA 1 $8,515.00 $8,515.00 .14/2 CONDUCTOR CABLE LF 825 $1.75 $1,443.75 .14/4 CONDUCTOR CABLE LF 1,320 $5.20 $6,864.00 14f7 CONDUCTOR CABLE LF 1,505 $3.00 $4,515.00 14/2 CONDUCTOR CABLE SHIELDED LF 4,555 $2.50 $11,387.50 HANGER ASSEMBLY, SM-3 EA 18 $350.00 $6,300.00 HANGER ASSEMBLY, SMB-2 EA 1 $450.00 $450.00 LOOP SAW CUT 5/8" LF 1,869 $20,00 $37,380.00 REMOVE EXISTING POLE EA 3 $1,750.00 $5,250.00 REMOVE EXISTING FOUNDATION EA 6 $1,000.00 $6,000.00 REMOVE EXISTING SIGNAL HEAD EA 6 $140.00 $840.00 REMOVE EXISTING CONTROLLER EA 1 $400.00 $400.00 REMOVE EXISTING JUNCTION BOX EA 5 $325.00 $1,625.00 INSTALL SIGN EA 20 $200.00 $4,000.00 PEDESTRIAN SIGNAL HEAD SP-8 EA 6 $650.00 $3,900.00 CONDUCTOR CABLE, NO. 8 EGC LF 495 $4.0-0 $1,980.00 JUNCTION BOX JB-Sl EA 1 $1,500.00 $1,500.00 JUNCTION BOX JB-S2 EA 12 $1,500.00 $18,000.00 JUNCTION BOX JB-S3 EA 1 $1,800.00 $1,800.00 CONDUIT BORED 3" LF 780 $40.00 $31,200.00 8 CONDUCTOR CABLE LF 75 $1.50 $112.50 CONDUIT I" LF 80 $5.48 $438A0 CONDUIT 2" 1 LF 1 1.165 $5.30 $6,174.50 CONDUIT 3" E 72 W 54 $470.88 CONDUIT 1-1/4" (M) -1 LF��+ 14 $15.00 $210.00 SIGN PANEL SF 136 $30.00 1 $4.080.00- TOTAL BID AMOUNT --f2-,130,936.73 MOBILIZATION $136,546.79 CONTINGENCIES @ 10% $213,093.57 GRAND TOTAL $2,480,576.09 50 DIr Pei-jn--noin Pennon! Associates Inc. Job No: FRED1301 Consulting Engineers Date 8/31/2018 Project: Ponds Des -§y.j WHT/EDS Subject: 100% Submittal Estimate CLA EARTHWORKS UNIT OTY PRICE PER PRICE TOTAL CLEARING AND GRUBBING AC 6 $10,000.00 $59,000.00 VDOT STD. SWM-1 EXCAVATION CROSSOVER CY 5,379 $15.00 $80,685.00 VDOT STD. SWIVI-2 EXCAVATION AIRPORT CY 3,665 $15.00 $54,975.00 SELECT MATERIAL, TYPE I AIRPORT TON 16,708 $15.00 $250,614.00 GRADING SY 3,683 $2.50 $9,207.56 TEMPORARY SEED LB 315 $12.00 $3,780.00 REGULAR SEED LB 591 $12 0 L $7,3T7.750 LIME TON 15 $3-56 OO $5,250.00 FERTILIZER LB 1,583 $2.50 $3,957.50 DRAINAGE BEST MANAGEMENT PRACTICES - BIORETENTION EXCAVATION CY 943 $15.00 $14,146.67 MULCH CY 112 $70.00 $7,857.60 BIORETENTION MEDIA CY 1,347 $45.00 $60,615.80 AGGR. NO. 8 STONE - PEA GRAVEL TON 216 $30.00 $6,489.12 AGGR. NO. 57 STONE TON 649 $45.00 $29,201.05 6" PERFORRATED PVC PIPE LF 480 $18.00 $8,640.00 6" SOLID PVC PIPE LF 15 $18.00 $270.00 GEOTEXTILE FILTER FABRIC SY 160 $3.00 $478.90 VDOT STD SWM-1 EA 4 $1,200.00 $4,800.00 VDOT STD ES-1, 24" EA 2 $600.00 $1,200.00 VDOT STD ES-1, 30" EA 3 $1,500.00 $4500.00 STORM SEWER, CONC. PIPE, 18" LF 115 $55.00 $6!325.00 STORM SEWER, CONC. PIPE, 24" LF 225 $145.00 $32,625.00 STORM SEWER, CONC. PIPE, 30- LF 145 $169.00 $24,505.00 POST INSTALLATION INSPECTION i LF 1 5Z $3.00 $1,029.06 BAFFLE I CY 50 $100.00 $5,000.00 EROSION AND SEDIMENT CONTROL SILT FENCE LF 2,380 1 $3.50 $8,331.05 VDOT STD. EC-1 OUTLET PROTECTION TON 116 $85.00 $9,860.00 TOTAL BID AMOUNT $700,730.63 MOBILIZATION $65,036.53 CONTINGENCIES @ 10% $70,073.07 GRAND TOTAL $835,840.30 51 REVENUE S11ARING AGFRJELITMENT THIS AGREEMENT, made and dated this 17th day of June, 2016, is made by and between the COUNTY OF FREDER—ICK, I,IERGINIA(the "County"), a political subdivision of Virginia, and R 150 SPE, LLC ("R 150 SPE"), a Virginia limited liability company. W I 11101 T, A, L S: R 150 SPE is the owner of the following lots or parcels of land encompassed by Frederick County Rezoning 410-15 (the "Rezoning"): tax parcel numbers 63-A-150, 64-A-10, and 64-A- 12 (collectively, the "Property"). The parties desire to arrange for the design and construction of multiple street sections as follows (the "Project"): a. Airport Road, as a segment from Route 522 to a roundabout intersection with the Tevis Street extension, the segment being more fully identified as Section A on the Generalized Development Plan (the "GDP"), the GDP having been included as Exhibit A to the Proffer Statement approved as part of the Rezoning. This segment shall be designed and constructed as an Urban Four -Lane Divided Section (U4D) with curb and gutter, a 10' asphalt pedestrian and bicycle trail and 5' concrete sidewalk; and intersections providing full access and/or partial access commercial entrances into Land Bay I and Land Bay 2 (as the Land Bays are identified on the GDP) that meet or exceed Virginia Department of Transportation ("VDOT") entrance spacing requirements that are in force at the time of final road design plan approval. b. Tevis Street, as a segment including a bridge over Interstate 81 from the City of Winchester to a roundabout intersection with the Tevis Street extension and including the roundabout intersection, the segment being more fully identified as Section B on the GDP. This segment shall be designed and constructed as a bridge with four travel lanes, a raised concrete median, and sidewalks; an Urban Four -Lane Divided Section (U4D) with curb and gutter, a 10' asphalt pedestrian and bicycle trail and 5' concrete sidewalk for East Tevis Street between the Interstate 81 bridge and the roundabout; and a dual -lane roundabout with a 10' asphalt pedestrian and bicycle trail and 5' concrete sidewalk; and intersections providing full access and/or partial access commercial entrances into Land Bay I and Land Bay 2 (as the Land Bays are identified on the GDP) that meet or exceed VDOT entrance spacing requirements that are in force at the time of final road design plan approval. 2. The parties desire to finance the Project using funds that R 150 SPE will provide (the "R 150 SPE Funds"), along with funds to be provided by VDOT (the "VDOT Funds"). In 52 addition, R 150 SPE shall provide such additional funds as may be necessary in the event unforeseen engineering, environmental, or construction issues are encountered during the construction of the Project (the "Additional Funds"), as more fully set forth herein. 3. The R 150 SPE Funds, the VDOT Funds, and the Additional Funds are collectively referred to herein as the "Project Funds." NOW, T1-,J-EF.,JE'FO17!7E , WITNESS3,11ETI-11: That for and in consideration of the sum of Ten Dollars, ($10. 00), cash in hand paid by each of the parties hereto unto the other, the receipt and sufficiency of which is hereby acknowledged, the parties do agree as follows: 1. IRECITALS: The Recitals are made a material part hereof and incorporated herein by reference as if set out in full. 2. THE FROJOECT: a. The R 150 SPE Funds and the VDOT Funds shall be applied and expended in order to design and construct the Project noted in item I in the Recitals. b. In the event that unforeseen design, engineering, environmental, and/or construction issues are encountered, R 150 SPE agrees to expend such Additional Funds as are necessary in order to address such unforeseen design, engineering, environmental, and/or construction issues; the County agrees to seek to obtain additional VDOT Funds, if available, but, pursuant to 3f, 4g, and 4h of this Agreement, R 150 SPE shall cover 100% of all costs over and above the VDOT Funds. 1 COUNTY RE SPONSIBILIT1ES: a. The County shall act as fiscal agent and project manager for the Project. The County's responsibilities as fiscal agent and project manager shall include management and oversight of all roadway and bridge design, construction, approvals and permitting, construction management, as well as invoicing of Project costs to VDOT and to R 150 SPE. b. The County shall give notice to R 150 SPE of the intended commencement of construction of the Project not less than fifteen (15) days prior to the commencement of construction. c. The County shall provide R 150 SPE with a budget estimate of County Services in addition to a copy of the low bid, prior to execution of a contract with the low bidder. PA 53 d. The County shall enter into agreements, if necessary, with: utility companies, VDOT, railroad companies, or unforeseen others as relate to the Project. e. As project manager, the County shall supervise all aspects of the Project, which shall be done in a good and workmanlike fashion in accordance with applicable VDOT standards. f. The County shall give written notice to R 150 SPE of any unforeseen design, engineering, construction, or environmental issues that are encountered within forty- eight hours of discovery of such issues. Thereafter, the County shall promptly provide written notice to R 150 SPE of the intended remediation measures and costs thereof prior to commencement of such work. Such notice shall specify the recommended remediation work which shall be verified and approved by the County and shall further set forth the date upon which the remediation work shall commence, which date shall be not less than five days after the date that notice of the intended commencement of the remediation work is given to R 150 SPE. Following approval of the remediation work by R 150 SPE, or in the event that R 150 SPE fails to okiect to the remediation work within the five-day period referenced above, R 150 SPE shall provide payment of the Additional Funds through the usual and customary invoicing procedures under this Agreement. In the event that R 150 SPE objects to the Remediation Work during the five-day period referenced above, then such dispute shall be submitted to a neutral engineering firm to be agreed upon by R 150 SPE and the County, whose decision shall be final and binding upon the County and R 150 SPE. g. In the event that a mechanic's lien or other claim is filed against the Property arising from or in connection with the Project, the County shall promptly bond off any such mechanic's lien or claim with a portion of the Project Funds, to the extent permissible under applicable law. h. The County will make a good faith effort to procure the VDOT Funds from VDOT. In the event the County is unable to procure the VDOT Funds from VDOT, which results in a decision not to continue the Project, any funds provided by the parties hereto shall be returned to the respective parties, to the extent not used for the Project, and the parties hereto shall have no further obligations under this Agreement i. The County shall return all unspent R 150 SPE Funds to R 150 SPE at the conclusion of the Project. 3 54 j. No obligation regarding County performance of items noted in County Responsibilities shall apply until all necessary right of way has been provided by R 150 SPE. 4. R 151 SPE'S RETSPONSIMILITIE S: a. Upon execution of the agreement, R 150 SPE shall nay to the County 50% of the estimated design cost as provided by the County's design consultant. Actual costs, including any additional amounts that exceed the estimate, will be due per invoice from the County. Overpayments, if any, will be applied to the construction portion of the project. b. Upon the County receiving estimates for the fees of utility companies, VDOT, railroad companies, or unforeseen others that will be required as part of agreements with those entities, R 150 SPE shall pay to the County 100% of the provided estimate. Actual costs, including any additional amounts that exceed the estimate, will be due per invoice from the County. Overpayments, if any, will be applied to the construction portion of the project. c. Upon execution of the agreement, R 150 SPE shall provide a letter of credit or bond in the amount of 50% of the estimated cost of the Project. The estimated cost of the Project shall be based on the estimate prepared by the County's consultant. R 150 SPE shall pay to the County 25% of the chosen bid prior to the County awarding the contract for the Project. At that time, the amount of the bond or letter of credit will be reduced to 35% of the chosen bid for the Project. The remaining expected funding' needs will be invoiced at such time as 80% of the initial payment has been expended. d. R 150 SPE shall provide full access to the Property for the purposes of construction, surveys, geotechnical work, or any other tasks related to design, engineering, environmental, and construction needs of the Project. e. R 150 SPE shall provide all required right of way dedication, permanent grading and drainage easements, and temporary construction easements to the County prior to County award of the construction contract. Costs for provision of these items will be home by R 150 SPE and not be reimbursable with VDOT Funds. f. R 150 SPE shall pay all invoices from the County within 30 days. g. R 150 SPE shall cover 100% of all costs over and above the VDOT Funds. 4 55 h. In the event that unforeseen costs are encountered, R 150 SPE agrees to expend Additional Funds as are necessary in order to address such unforeseen issues and the County agrees to match these Additional Funds with the VDOT Funds, if available. S. 'NOTICES: All notices, demands, or other communications that may be necessary or proper hereunder shall be deemed duly given if personally delivered, or when deposited in the United States mail, postage prepaid, first class, registered or certified, return receipt requested, addressed respectively as follows: Department of Planning and Development 107 North Kent Street, Suite 202 Winchester, VA 22601 Attn: John A. Bishop, AICP With a copy to: Roderick Williams, Esquire County Attorney 107 North Kent Street Winchester, VA 22601 R 150 SPE: R 150 SPE, LLC c/o MMA Capital Management, LLC 3600 O'Donnell Street, Suite 600 Baltimore, MD 21224 Attention: Brooks Martin With a copy to: Gallagher Evelius & Jones, LLP 218 N. Charles Street, Suite 400 Baltimore, MD 21201 Attention: Philip F. Diamond, Esquire 6. ENTIRE AGRLEEMENT; AMENDMENTS; TIME: a. This Agreement constitutes the entire agreement of the parties and supersedes any prior understandings, whether oral or written, of the parties regarding the subject matter of the Agreement and no amendment to this Agreement shall be effective unless made in writing and signed by both parties. b. Time is of the essence with respect to all matters set forth in this Agreement. 56 c. This Agreement shall be binding upon and the obligations and benefits hereof shall accrue to the parties hereto and their successors and assigns. 7. GOVERNING LAW; VENUE: This Agreement shall be governed by and interpreted according to the laws of the Commonwealth of Virginia and any dispute hereunder shall be heard only in the Circuit Court of Frederick County, Virginia. WITNESS the following signatures and seals: R 150 SPE, LLC Ndme: Gary A. Mentesana Title: Executive Vice Presldest IT 57 THIS AGREEMENT, made and dated this 16'day of AD(, I —, 2018, is made by and between the COUNTY OF FREDERICK, VIRGINIA (the "County"), a political subdivision of Virginia, and FLG RESIDUAL TRUST PROPERTIES, LLC ("FLG") and CAMPFIELD LLC ("Campfield") (collectively, FLG and Campfield are referred to as "Glaize"), a Virginia limited liability company. 1. Glaize is the owner of tax parcel numbers 64-A-9 and 6413-A-7313 (the "Property"). 2. The Virginia Department of Transportation ("VDOT") administers the Revenue Sharing Program ("Revenue Sharing Program"), in cooperation with participating localities, under the authority of Section 33.2-357, effective Oct. 1, 2014, of the Code of Virginia. 3. The County and Glaize intend to fund the Project (defined below) using funds from Glaize and matching revenue sharing funds that the County has obtained from the Commonwealth's Revenue Sharing Program. 4. The parties desire to arrange for the design and construction a street section -as follows (the "Project"): Tevis Street Extension, as a segment from the shared property boundary with parcel 64-A-10 to Route 522, relocation of the Elks lodge entrance, required upgrades to Route 522 as needed to accommodate the new intersection, right of way acquisition, VDOT approved entrance to the adjoining parcels with turn lanes, bicycle and pedestrian accommodations consistent with County requirements and within VDOT standards, required landscaping and streetlights allowable within the scope of the Revenue Sharing Program, and any unforeseen required items to implement the roadway. This segment shall be designed and constructed in a form mutually agreed upon by the County and Glaize that meets or exceeds VDOT standards that are in force at the time of final road design plan approval. 5. The parties desire to finance the Project using funds of up to $1,200,000.00 Glaize will provide which can be matched on a dollar for dollar basis with VDOT revenue sharing funds (the "Matching Funds") to be provided by VDOT within the rules and scope of the VDOT Revenue Sharing Program. In addition, the County shall provide such additional funds (the "County Funds"), which can be matched on a dollar for dollar basis by VDOT revenue sharing Rinds as available, as may be necessary in the event costs for the Project M exceed $2,400,000.00. Expenditure of the County Funds will become applicable only after the Glaize Funds have been fully expended. 6. The Glaize Funds, County Funds, and the Matching Funds are collectively referred to herein as the "Project Funds." NOW, THEREFORE, WITNESSETH: That for and in consideration of the sum of Ten Dollars, ($10.00), cash in hand paid by each of the parties hereto unto the other, the receipt and sufficiency of which is hereby acknowledged, the parties do agree as follows: 1. RECITALS: The Recitals are made a material part hereof and incorporated herein by reference as if set out in full. a. The Glaize Funds, County Funds, and the Matching Funds shall be applied and expended in order to design and construct the Project described in the Recitals. b. Ln the event that unforeseen design, engineering, right of way, environmental, and/or construction issues are encountered that exceed a project budget of $2,400,000 ($1,200,000 in Glaize funds and $1,200,000 in Matching funds), the County agrees to expend such additional funds as are necessary in order to address such unforeseen design, engineering, right of way, environmental, and/or construction issues. a. The County shall act as fiscal agent and project manager for the Project. The County's responsibilities as fiscal agent and project manager shall include management and oversight of all roadway design, approvals and permitting, construction management, and right-of-way acquisition, as well as'invoicing of Project costs to VDOT and to Glaize. b. The County shall give notice to Glaize of the intended commencement of construction of the Project not 'less than fifteen (15) days prior to the commencement of construction. c. The County shall arrange for use of Matching Funds once the Glaize $1,200,000.00 is expended and 100% of project funding after all available VDOT funds are expended. d. Upon receipt of the bids for the Project if the bids show that the Project cost will exceed $2,400,000.00, the County may elect not to proceed with the Project, in which P) 59 case this Agreement shall be deemed terminated and the parties shall have no further obligations to each with respect to the subject matter of this Agreement. e. The County may enter into agreements, if necessary, with utility companies, VDOT, or unforeseen others as may be necessary in relation to the Project. f, As project manager, the County shall supervise all aspects of the Project, which shall be done in a good and workmanlike fashion in accordance with applicable VDOT standards. g. In the event that a mechanic's lien or other claim is filed against the Property arising from or in connection with the Project, the County agrees to promptly bond off any such mechanic's lien or claim with a portion of the Project Funds, to the extent permissible under applicable law. h. The County shall return all unspent Glaize Funds to Glaize at the conclusion of the Project. i. The County shall request the new roadway to be adopted into the State system within 30 days of receiving final paperwork and clearances required for adoption from VDOT. a. Glaize shall provide all required right of way dedication of property it controls, permanent grading and drainage easements, and temporary construction easements to the County prior to County award of the construction contract. Costs for provision of these items will be borne by Glaize and not be reimbursable with Matching Funds. b. The County shall undergo the design process in two phases, with Phase I being complete at the conclusion of approximately 60% of the design and associated updated cost estimate. Phase 11 shall be the completion of the design and subsequent bidding and construction of the project. The County will not proceed to Phase 11 without prior written consent of Glaize. In the event that Glaize fails to authorize Phase 11 within 45 days of County request, such lack of response shall be deemed a denial to proceed and the County shall have the ability to cancel the Project. c. Glaize's contribution to the total amount of incurred for Phase I road design services shall not exceed $70,000.00. Glaize will pay the County $35,000.00 toward Phase I costs upon execution of this Agreement. In the event the Project does not proceed to K six Phase 11, Glaize shall pay the County an additional $35,000.00 for a total payment of $70,000.00 for Phase I costs, within 10 days of receipt of written notice terminating this Agreement for failure to proceed to Phase Il. Upon payment by Glaize in response to such notice, this Agreement shall thereupon be terminated. d. Upon issuing approval to proceed to Phase 11 of the project, Glaize shall provide to the County a letter of credit payable to the County in the amount of $1,165,000.00 to secure the payments due from Glaize under the terms of this Agreement. In no event shall any institution issuing a letter of credit on behalf of Glaize be liable to the County for any amount greater than the amount to which Glaize may be liable to the County pursuant to the terms of this Agreement on the date the County makes claim for payment under the terms of any such letter of credit. Upon payment in fall of all amounts due from Glaize under the terms of this Agreement the County consents to the release of any such letter of credit without further action from the County. e. Subject to the terms and conditions of this Agreement and so long as the County is not in default, Glaize shall remit one-half of the total amounts properly incurred by the County in the prior calendar month for the performance of services within the project description outlined in the recitals of this Agreement, up to $1,200,000.00, within 30 days of receipt of an invoice for the same. f. Glaize shall provide full access to the Property for the purposes of construction, surveys, geotechnical work, or any other tasks related to design, engineering, environmental, and construction needs of the Project. S. NOTICES: All notices, demands, or other communications that may be necessary or proper hereunder shall be deemed duly given if personally delivered, or when deposited in the United States mail, postage prepaid, first class, registered or certified, return receipt requested, addressed respectively as follows: County: Department of Planning and Development 107 North Kent Street, Suite 202 Winchester, VA 22601 Attn: John A. Bishop, AICP With a copy to: Roderick Williams, Esquire County Attorney 107 North Kent Street Winchester, VA 22601 M 61 Glaize: J.P. Carr, President Glaize Developments, Incorporated 112 E. Piccadilly Street Winchester, VA 22601 With a copy to: Stephen L. Pettler, Jr. Harrison and Johnston, PLC 21 South Loudoun Street Winchester, VA 22601 6, ]ENTIRE AGREEMENT: AMENDMENTSLTINLE. a. This Agreement constitutes the entire agreement of the parties and supersedes any prior understandings, whether oral or written, of the parties regarding the subject matter of the Agreement and no amendment to this Agreement shall be effective unless made in writing and signed by both parties. b. Time is of the essence with respect to all matters set forth in this Agreement. c. This Agreement shall be binding upon and the obligations and benefits hereof shall accrue to the parties hereto and their successors and assigns. 7. GOVERNING LAW-2VENUE: This Agreement shall be governed by and _ interpreted according to the laws of the Commonwealth of Virginia and any dispute hereunder shall be heard only in the Circuit Court of Frederick County, Virginia. M 62 WITNESS the, following signatures and seals: A Ovf AS TO FORM COUNTY OF FREDERICK, VIRGINIA COUNTY ATTORNEY By (SEAL) .... ....................... By I e- . c :5-- —(SEAL) CAMPFIELD LLC By?!!!�'-e-'' ; 6- C — _(SEAL) m 63 COUNTY of FREDERICK FREDERICK COUNTY SEP 12 2018 FINANCE DEPARTMENT MEMO To: Finance Committee From: Jason Robertson, Parks and Recreation Director Subject: Northwest Sherando Park Restroom Utilities Date: September 12, 2018 Parks and Recreation Department 540/665-5678 Fax:540/665-9687 E-mail: fcprd@fcva.us www.fcprd.net The Frederick County Parks and Recreation Commission is requesting $41,600 in Parks and Recreation proffer funds for utility infrastructure at Northwest Sherando Park. Parks and Recreation has received bids, and is preparing to award a contract, for the Sherando Park Recreation Access Program project to install a parking lot and entrance from Warrior Drive. The department also received cost amounts to install utility infrastructure in conjunction with the project. The amount to install water and sewer lines, as well as bring electric service to the property line totals $41,600. The utilities would serve a future restroom and shelter building adjacent to the parking lot. @& � 3-r11 % : o'170, e6W c (n_C'L LId F� IQ r-eC 1 1) 107 North Kent Street • WGinnchester, Virginia 22601 Frederick County Cash Proffer Policy As approved by the Board of Supervisors on January 28, 2009. Proffered funds received by Frederick County will be held for the use specified by the proffer language. In the case of funds proffered to offset impacts to fire and rescue services, in the absence of other proffered specifications, the funds will be earmarked for the first due company in the area of the subject rezoning at the time the proffered funds are received. All proffered funds will be collected, held, and will accumulate until such time as a capital project funding request is received from a qualifying County department, agency, or volunteer fire and rescue company. Qualifying agency or departmental requests to access proffered funds shall be submitted to the County=s Finance Department for processing. In order to qualify as a capital project the following criteria must be met: ])the item or project must have a minimum value of five thousand dollars ($5, 000), and; 2) the item/project must have an anticipated useful life of at least five(5)years. The Finance Department will forward requests to the Finance Committee for a recommendation to the Board of Supervisors on the appropriateness of the use of proffered funds for the requested purpose. To assist the Finance Committee and Board in their deliberations requests to utilize proffered funds should include the following: 1) the amount of funds requested, 2) the total project cost, 3)a detailed description of the desired capital project or purchase including a discussion of how recent or anticipated development contributes to the need for the expenditure, and, 4) indicate whether or not the item or project is listed on the County=s Capital Improvements Plan (CIP). In order to comply with State Code ' 15.2-2-2298 (A) the Planning staff, working in conjunction with the County Attorney, will attempt to insure that cash proffers associated with future rezonings are appropriately addressed through inclusion of relevant capital projects in the County=s CIP prior to acceptance of the proffered funds. For the purpose of determining whether a projector item is appropriate for individual listing on the CIP only, a threshold value of $100,000 and useful life of at least five year shall be utilized. (This would not preclude the purchase of capital items valued at less than $100,000 utilizing proffered funds, where other relevant criteria are met and procedures followed.) U:\DOCS\FY2019\FINANCECOMMITTEE\20180919\07B ADOPTED PROFFER POLICY 128 09.DOCX 65 COUNTY of FREDERICK Parks and Recreation Department FREDERICK COUNTY 540/665-5678 SEP 12 2018 Fax: 540/665-9687 E-mail: fcprd@fcva.us FINANCE USPARTM€NT www.fcprd.net MEMO To: Finance Committee From: Jason Robertson, Parks and Recreation Director Subject: Transfer of Funds Date: September 10, 2018 Donations totaling $2,550 for six park benches was received in July and August (FYI 9) and will require the following transfers: • Four benches donated to Sherando Park, a transfer of $1,700 from Donations (3- 1 -81.9-&1-8 t -Expenditure Line (4-010-071100-5413-000-000) for the purchase of the benches is requested. e. S - -7 f a,-Z ' -- `gbO118 • Two benches donated to Clearbrook Park, a transfer of $850 from Donations (3- ^' ^ "' 899 ^') to Expenditure Line (4-010-071090-5413-000-000) for the 10-�ti9� purchase of the benches is requested. C.S. (�.la-?Jt6 107 North Kent Street • WGi chester, Virginia 22601 AUGUST 2018 BUDGET TRANSFERS Page 1 DATE DEPARTMENT/GENERAL FUND REASON FOR TRANSFER FROM TO ACCT CODE AMOUNT 8/1/2018 FIRE AND RESCUE TRAINING OFFICERS /BOARD APPROVED 3505 8003 000 000 16,500.00 FIRE AND RESCUE 3505 8005 000 000 31,500.00 FIRE AND RESCUE 3505 9201 000 002 (48,000.00) 8/8/2018 INFORMATION TECHNOLOGY COVER SWITCH REPLACEMENT 1220 5401 000 003 (586.00) INFORMATION TECHNOLOBY 1220 8007 000 003 586.00 8/8/2018 COUNTY OFFICE BUILDINGS/COURTHOUSE ELECTRIC BILL FREDERICK COUNTY MIDDLE SCHOOL 4304 5413 000 007 (600.00) COUNTY OFFICE BUILDINGS/COURTHOUSE 4304 5101 000 010 600.00 COUNTY OFFICE BUILDINGS/COURTHOUSE 4304 5403 000 007 (800.00) COUNTY OFFICE BUILDINGS/COURTHOUSE 4304 5101 000 010 800.00 8/8/2018 COUNTY OFFICE BUILDINGS/COURTHOUSE GAS BILL FOR FREDERICK COUNTY MIDDLE SCHOOL 4304 3002 000 021 (600.00) COUNTY OFFICE BUILDINGS/COURTHOUSE 4304 5102 000 010 600.00 8/8/2018 COUNTY OFFICE BUILDINGS/COURTHOUSE PHONE BILL FREDERICK COUNTY MIDDLE SCHOOL 4304 5400 000 006 (360.00) COUNTY OFFICE BUILDINGS/COURTHOUSE 4304 5204 000 000 360.00 8/9/2018 PUBLIC SAFETY COMMUNICATIONS NORTH MOUNTAIN TOWER EQUIPMENT 3506 3004 000 001 (23,000.00) PUBLIC SAFETY COMMUNICATIONS 3506 8003 000 000 23,000.00 8/10/2018 AGRICULTURE TO COVER INCREASE IN STORAGE UNIT RENTAL FEES 8301 5401 000 000 (19.00) AGRICULTURE 83019002 000 000 19.00 8/13/2018 FIRE AND RESCUE COVER ALS TUITION REIMBURSEMENT 3505 5506 000 000 (1,398.60) FIRE AND RESCUE 35052013 000 000 1,398.60 8/28/2018 COUNTY OFFICE BUILDINGS/COURTHOUSE CONTROL BOARD /ELEVATOR COUNTY ADMINISTRATION BUILDING 4304 8001 000 000 (7,374.00) COUNTY OFFICE BUILDINGS/COURTHOUSE 4304 5407 000 000 7,374.00 8/28/2018 COUNTY OFFICE BUILDINGS/COURTHOUSE WATER BILL FREDERICK COUNTY MIDDLE SCHOOL 4304 3004 000 007 (165.95) COUNTY OFFICE BUILDINGS/COURTHOUSE 4304 5103 000 010 165.95 8/30/2018 COMMISSIONER OF THE REVENUE PROMOTIONS 8/18 1209 1001 000 068 3,398.00 REASSESSMENT/BOARD OF ASSESSORS 1210 1001 000 006 (3,398.00) FIRE AND RESCUE 35051007 000 001 (3,624.28) FIRE AND RESCUE 35051001 000 024 3,624.28 8/30/2018 PARKS AND RECREATION ADMINISTRATION STAFF REORGANIZATION 7101 1001 000 004 (15,098.00) PARKS AND RECREATION ADMINISTRATION 7101 1001 000 013 15,098.00 PARKS AND RECREATION ADMINISTRATION 7101 1001 000 004 (3,419.00) PARKS AND RECREATION ADMINISTRATION 7101 1001 000 003 3,419.00 PARKS AND RECREATION ADMINISTRATION 7101 1001 000 004 (1,556.00) PARKS AND RECREATION ADMINISTRATION 7101 1001 000 036 (12,235.00) PARKS AND RECREATION ADMINISTRATION 7101 1001 000 012 12,235.00 RECREATION CENTERS AND PLAYGROUNDS 7104 1001 000 010 1,556.00 9/7/2018 REASSESSMENT/BOARD OF ASSESSORS COSTAR GROUP/REAL ESTATE STATISTICS 1210 3006 000 000 (4,705.00) REASSESSMENT/BOARD OF ASSESSORS 1210 5411 000 000 4,705.00 9/10/2018 PARKS AND RECREATION ADMINISTRATION FREDERICK HEIGHTS PARK SEWER PIPE 7101 3002 000 000 (2,000.00) CLEARBROOK PARK 7109 8900 000 000 2,000.00 9/10/2018 PUBLIC SAFETY COMMUNICATIONS ILAND CLEARING 3506 5407 000 000 (5,000.00) PUBLIC SAFETY COMMUNICATIONS 3506 3004 600 003 5,000.00 67 County of Frederick General Fund August 31, 2018 ASSETS FY19 FY18 Increase 8/31/18 8/31/17 (Decrease) Cash and Cash Equivalents 54,378,642.71 53,498,777.64 879,865.07 *A Petty Cash 1,555.00 1,555.00 0.00 Receivables: Taxes, Commonwealth, Reimb.P/P 52,972,466.05 49,820,103.63 3,152,362.42 Streetlights 12,954.48 16,354.11 (3,399.63) Miscellaneous Charges 47,043.31 40,972.77 6,070.54 Due from Fred. Co. San. Auth. 657,083.23 657,083.23 0.00 Prepaid Postage 2,441.92 1,269.45 1,172.47 GL controls (est.rev / est. exp) (2,588,254.15) (11,859,186.53) 9,270,932.38 (1) Attached TOTAL ASSETS 105,483,932.55 92,176,929.30 13,307,003.25 LIABILITIES Performance Bonds Payable 765,187.09 1,348,059.38 (582,872.29) Taxes Collected in Advance 128,159.99 103,219.05 24,940.94 Deferred Revenue 53,004,033.30 49,872,961.95 3,131,071.35 *B TOTAL LIABILITIES 53,897,380.38 51,324,240.38 2,573,140.00 EQUITY Fund Balance Reserved: Encumbrance General Fund 992,670.06 1,109,092.00 (116,421.94) (2) Attached Conservation Easement 4,779.85 4,779.85 0.00 Peg Grant 377,100.38 234,066.38 143,034.00 Prepaid Items 949.63 949.63 0.00 Advances 657,083.23 657,083.23 0.00 Employee Benefits 93,120.82 93,120.82 0.00 Courthouse Fees 408,676.25 362,751.09 45,925.16 Historical Markers 17,661.79 17,455.99 205.80 Animal Shelter 1,226,179.07 1,151,175.27 75,003.80 Sheriffs Reserve 1,000.00 1,000.00 0.00 Proffers 5,309,306.68 4,155,969.57 1,153,337.11 (3)Attached Parks Reserve 17,631.82 12,413.70 5,218.12 E-Summons Funds 163,429.73 78,269.19 85,160.54 VDOT Revenue Sharing 436,270.00 436,270.00 0.00 Undesignated Adjusted Fund Balance 41,880,692.86 32,538,292.20 9,342,400.66 (4) Attached TOTAL EQUITY 51,586,552.17 40,852,688.92 10,733,863.25 TOTAL LIAB. & EQUITY 105.483.932.55 92.176.929.30 13.307.003.25 NOTES: *A Cash increase includes an increase in revenue, expenditures, fund balance and a decrease in transfers(refer to the comparative statement of revenues, expenditures, transfers and change in fund balance). *B Deferred revenue includes taxes receivable, street lights, misc. charges, dog tags, and motor vehicle registration fees e BALANCE SHEET (1) GL Controls FY19 FY18 Inc/(Decrease) Est.Revenue 179,832,243 171,844,755 7,987,488 Appropriations (78,244,328) (81,339,260) 3,094,932 Est.Tr.to Other fds (105,168,839) (103,473,774) (1,695,065) Encumbrances 992,670 1,109,092 (116,422) (2,588,254) (11,859,187) 9,270,932 (2) General Fund Purchase Orders 8/31/18 DEPARTMENT Amount County Office Buildings 25,406.00 Heat Pump and Installation CAB 32,400.00 Control System CAB 37,940.00 Upgrade Building Automation System(HVAC) CAB Fire & Rescue 3,931.90 Cap and Bedslide for Ford F-250 19,961.25 Scott Self Contained Breathing Apparatus/Cylinders/Other Equipment 12,153.00 Tasers, Holsters, and Supplies 47,300.00 Uniforms 60,857.16 (2) Ford F-250 2,661.34 Under Counter Ice Machine 2,760.02 Hazmat Team Equipment 7,541.68 APX8500 Mobile Radios 10,230.18 Emergency Lighting, Siren, Console inclues Installation for Ford F-250 Training Purpose! 8,662.61 Emergency Lighting 16,664.00 Washer Extractor With Installation IT 21,133.06 (13) Dell Laptops and (10) Desktop 4,236.58 Firewall Support 5,210.41 Switch and Smartnet Contract 154,138.89 Wswitch Replacement Core Data Center Network Parks 2,138.62 Frederick Heights Design 40,355.15 Outdoor Gym & Installation Sherando 1,601.60 Lighting Replacement/Display 3,045.40 Battlefield Half Marathon Trophies 560.40 Agricultural Supplies 37,790.00 Pedestrian Bridge Replacement Clearbrook Park 193,000.00 Frederick Heights Park Trail 28,692.15 2019 Ford F-250 5,650.00 Sand for Volleyball Court 18,352.85 Sand Pro Turf Equipment Public Safety 40,438.46 Carousel Installation Project Management 30,375.00 ITS Equipment& Emergency Notification Software & Service 17,146.49 Radio Equipment 22,790.37 Antennas Sheriff 2,751.60 (30) Handguard Rail & Mount 5,060.78 Ammunition 4,512.32 Chemical Munition 6,969.00 Lewis Machine and Tool Short Barrell Rifle 4,540.00 One Solution Software and Installation Service 5,650.00 Body Armor Vest Carriers (48) 5,276.64 Combat Uniforms 10,395.00 Breaching Tool& Power Cartridges 27,724.00 2018 Dodge Durango AWD Treasurer 4,666.15 Envelopes Total 992,670.06 Designated (3)Proffer Information Other SCHOOLS PARKS FIRE & RESCUE Projects TOTAL Balance 8/312018 2,751,622.38 238,436,671 463,712.91 1,855,534.72 5,309,306.68 Designated Other Projects Detail Administration 327,492.71 Bridges 14,714.00 Historic Preservation 158,000.00 12/11/14 Board Action designated $50,000 for final debt payment Library 200,857.01 on the Huntsberry property. Rt.50 Trans.lmp. 10,000.00 Fit. 50 Rezoning 25,000.00 Fit. 656 & 657 Imp. 25,000.00 RT.277 162,375.00 Sheriff 81,706.00 Solid Waste 12,000.00 Stop Lights 52,445.00 Treasurer 700.00 BPG Properties/Rt.11 Corridor 330,000.00 Blackburn Rezoning 452,745.00 Clearbrook Bus.Ctr.Rezoning 2,500.00 Total 1,855,534.72 Other Proffers 8/31/18 (4) Fund Balance Adjusted Ending Balance 8/18 46,085,703.72 Revenue 8/18 11,090,054.27 Expenditures 8/18 (15,046,281.27) Transfers 8/18 (248,783.86) 8/18 Ending Balance 41,880,692.86 County of Frederick Comparative Statement of Revenues, Expenditures and Changes in Fund Balance August 31, 2018 FY19 FY18 YTD REVENUES: 8/31/18 8/31/17 Actual Appropriated Actual Actual Variance General Property Taxes 123,179,515.00 4,573,991.53 4,472,650.75 101,340.78 (1) Other local taxes 36,959,731.00 1,048,218.05 1,141,457.95 (93,239.90) (2) Permits & Privilege fees 1,838,386.00 361,759.92 341,996.16 19,763.76 (3) Revenue from use of money and property 526,810.00 291,376.86 176,207.99 115,168.87 (4) Charges for Services 3,061,899.00 528,136.03 464,104.10 64,031.93 Miscellaneous 503,360.00 110,633.99 102,670.82 7,963.17 Recovered Costs 1,618,949.00 191,854.63 96,103.14 95,751.49 (5) Proffers 240,184.62 192,945.48 47,239.14 (5) Intergovernmental: Commonwealth 12,143,593.00 3,685,230.03 3,706,850.87 (21,620.84) (6) Federal 0.00 2,668.28 244.16 2,424.12 (7) Insurance Recoveries 0.00 3,104.33 0.00 3,104.33 Transfers 0.00 52,896.00 0.00 52,896.00 TOTAL REVENUES 179,832,243.00 11,090,054.27 10,695,231.42 394,822.85 EXPENDITURES: General Administration 12,868,678.88 3,792,389.55 3,581,415.59 210,973.96 Judicial Administration 2,894,406.82 439,160.01 409,061.59 30,098.42 Public Safety 38,651,733.65 6,878,854.06 6,809,038.80 69,815.26 Public Works 5,818,707.46 896,540.15 564,034.44 332,505.71 Health and Welfare 9,787,663.00 1,487,268.29 1,457,994.68 29,273.61 Education 81,080.00 20,270.00 19,080.00 1,190.00 Parks, Recreation, Culture 8,505,779.78 1,263,283.46 1,225,133.38 38,150.08 Community Development 2,184,007.71 268,515.75 222,624.31 45,891.44 TOTAL EXPENDITURES 80,792,057.30 15,046,281.27 14,288,382.79 757,898.48 (8) OTHER FINANCING SOURCES ( USES): Operating transfers from / to 102,621,109.91 248,783.86 5,876,752.58 (5,627,968.72) (9) Excess (deficiency)of revenues & other sources over expenditures & other uses (3,580,924.21) (4,205,010.86) (9,469,903.95) (5,264,893.09) Fund Balance per General Ledger 46,085,703.72 42,008,196.15 4,077,507.57 Fund Balance Adjusted to reflect 41,880,692.86 32,538,292.20 9,342,400.66 Income Statement 8131118 70 (1)General Property Taxes FY19 FY18 Increase/Decrease Real Estate Taxes 1,678,413 1,665,311 13,102 Personal Property 2,785,392 2,702,576 82,816 Penalties and Interest 68,597 75,476 (6,879) Credit Card Chgs./Delinq.Advertising (37,343) (34,881) (2,462) Adm.Fees For Liens&Distress 78,932 64,168 14,764 4,573,991 4,472,650 101,341 (2) Other Local Taxes Utility Taxes 172,508.05 184,055.31 (11,547.26) Business Licenses 167,016.05 226,334.56 (59,318.51) Auto Rental Tax 11,669.95 11,249.30 420.65 Motor Vehicle Licenses Fees 48,166.87 48,058.29 108.58 Recordation Taxes 319,477.06 292,773.41 26,703.65 Meals Tax 293,466.59 341,411.96 (47,945.37) Lodging Tax 35,656.15 37,265.12 (1,608.97) Street Lights 137.33 220.00 (82.67) Star Fort Fees 120.00 90.00 30.00 Total 1,048,218.05 1,141,457.95 (93,239.90) (3) Perm its&Privi leges Dog Licenses 10,286.00 7,350.00 2,936.00 Transfer Fees 585.00 630.90 (45.90) Development Review Fees 46,352.00 69,818.00 (23,466.00) Building Permits 242,113.86 178,700.32 63,413.54 2%State Fees 5,426.06 5,202.94 223.12 Electrical Permits 16,642.00 28,321.00 (11,679.00) Plumbing Permits 2,622.00 3,399.00 (777.00) Mechanical Permits 11,048.00 22,936.00 (11,888.00) Sign Permits 425.00 1,425.00 (1,000.00) Blasting Permits 45.00 30.00 15.00 Land Disturbance Permits 26,165.00 23,683.00 2,482.00 Commercial Pump and Haul Fee 500.00 (500.00) Residential Pump and Haul Fee 50.00 - 50.00 Total 361,759.92 341,996.16 19,763.76 (4) Revenue from use of Money 290,376.86 174,316.61 116,060.25 Property 1,000.00 1,891.38 (891.38) Total 291,376.86 176,207.99 115,168.87 71 (5)Recovered Costs FY19 FY18 Increase/Decrease 8/31/2018 8/31/2017 Recovered Costs Social Services 7,883.18 - 7,883.18 Recovered Cost Fire Companies 74,999.00 - 74,999.00 Recovered Costs Sheriff 3,400.00 3,250.00 150.00 Reimbursement Circuit Court 1,848.79 1,877.85 (29.06) Reimb.Public Works/Planning Clean Up 450.00 575.00 (125.00) Clarke County Container Fees 11,552.08 4,295.69 7,256.39 City of Winchester Container Fees 4,003.63 7,859.24 (3,855.61) Refuse Disposal Fees 15,477.70 15,621.98 (144.28) Recycling Revenue 18,076.85 21,065.33 (2,988.48) Container Fees Bowman Library - 304.52 (304.52) Reimb.of Expenses Gen.District Court 5,884.44 5,232.73 651.71 Reimb.Task Force 11,209.38 5,042.44 6,166.94 Comcast PEG Grant 21,888.00 21,589.50 298.50 Fire School Programs 11,410.00 7,168.00 4,242.00 Clerks Reimbursement to County 1,449.86 2,220.86 (771.00) Reimb. Sheriff 2,321.72 - 2,321.72 Subtotal Recovered Costs 191,854.63 96,103.14 95,751.49 Proffer Sovereign Village 21,952.38 - 21,952.38 Proffer Lynnehaven - 3,378.31 (3,378.31) Proffer Redbud Run 12,908.00 6,454.00 6,454.00 Proffer Canter Estates - 16,351.88 (16,351.88) Proffer Southern Hills 24,550.00 34,370.00 (9,820.00) Proffer Snowden Bridge 171,012.24 117,748.29 53,263.95 Proffer Cedar Meadows 9,762.00 14,643.00 (4,881.00) Subtotal Proffers 240,184.62 192,945.48 47,239.14 Grand Total 432,039.25 289,048.62 142,990.63 *1 Millwood Debt Payment 72 (6) Commonwealth Revenue FY19 FY18 8/31/2018 8/31/2017 Increase/Decrease Motor Vehicle Carriers Tax 2,319.05 22,886.25 (20,567.20) Mobile Home Titling Tax 25,731.33 23,550.00 2,181.33 Recordation Taxes 124,578.44 89,753.60 34,824.84 P/P State Reimbursement 2,610,611.27 2,610,611.27 - Shared Expenses Comm.Atty. 39,892.03 40,444.27 (552.24) Shared Expenses Sheriff 159,770.90 140,193.05 19,577.85 Shared Expenses Comm.of Rev. 17,134.67 16,306.31 828.36 Shared Expenses Treasurer 11,106.83 10,458.75 648.08 Shared Expenses Clerk 33,216.60 32,376.59 840.01 Public Assistance Grants 545,680.01 536,081.75 9,598.26 Four -For -Life Funds - 85,262.32 (85,262.32) DMV Grant Funding 7,885.39 7,114.69 770.70 State Grant Emergency Services 4,794.20 5,800.00 (1,005.80) JJC Grant Juvenile Justice 32,090.00 32,090.00 Rent/Lease Payments 42,803.19 44,736.62 (1,933.43) Wireless 911 Grant 20,078.65 5,916.81 14,161.84 State Forfeited Asset Funds 7,537.47 3,141.09 4,396.38 F&R OEMS Reimbursement - 127.50 (127.50) Total 3,685,230.03 3,706,850.87 (21,620.84) 73 County of Frederick General Fund August 31, 2018 (7) Federal Revenue FY19 FY18 Increase/Decrease Federal Forfeited Assets DOJ - 244.16 (244.16) Federal Funds Sheriff 2,668.28 - 2,668.28 Total 2,668.28 244.16 2,424.12 (8) Expenditures Expenditures increased $757,898.48. General Administration increased $210,973.96. This increase was impacted by the timing of charging out the public official's liability, property and automobile insurance in the current month compared to 9/17 in the previous year. Public Works increased $332,505.71 and includes the $163,454.70 for the Stephenson Compactor Site, timing of the charges for insurance, the timing of the County Share of the Courthouse Complex Maintenance for $102,022.81 as the invoice was paid in September of the previous year. The transfers decreased $5,627,968.72. See chart below: (9) Transfers Decreased ($5,627,968.72) FY19 FY18 Increase/Decrease Transfer to School Operating 0.00 1,032,255.77 (1,032,255.77) Transfer to Debt Service County 196,886.61 159,184.39 37,702.22 Operational Transfers 51,897.25 361,692.42 (309,795.17) Board Contingency 0.001 4,323,620.00, 1 (4,323,620.00) Total 248,783.86 5,876,752.58 1 (5,627,968.72) *1 School Operating FY18 was $1,032,255.77 C/F for School Encumbrances. *2 Payments includes the Bowman Library and the City of Winchester for Courtroom, Roof, and HVAC Projects. *3 Timing of Insurance Charge Outs. *4 Board of Supervisors Capital. 74 County of Frederick FUND 11 NORTHWESTERN REGIONAL ADULT DETENTION CENTER August 31, 2018 ASSETS FY2019 FY2018 Increase 8/31/18 8/31/17 (Decrease) Cash 8,914,718.55 7,677,556.30 1,237,162.25 "1 Accounts Receivable Other 2,420.24 0.00 2,420.24 GL controls(est.rev/est.exp) (1,315,001.09) (1,005,120.00) (309,881.09) TOTAL ASSETS 7,602,137.70 6,672,436.30 929,701.40 LIABILITIES Accrued Operating Reserve Costs 2,551,494.10 2,507,247.00 44,247.10 TOTAL LIABILITIES 2,551,494.10 2,507,247.00 44,247.10 EQUITY Fund Balance Reserved Encumbrances 227,308.83 14,042.10 213,266.73 Undesignated Fund Balance 4.823.334.77 4.151.147.20 672.187.57 "2 TOTAL EQUITY 5,050,643.60 4,165,189.30 885,454.30 TOTAL LIABILITY & EQUITY 7,602,137.70 6,672,436.30 929,701.40 NOTES: "1 Cash increased $1,237,162.25. Refer to the following page for comparative statement of revenues anc expenditures and changes in fund balance. "2 Fund balance increased $672,187.57. The beginning balance was $5,568,464.00 and includes adjustinc entries, budget controls for FY19($1,316,409.00), and the year to date revenue less expenditures of $571,279.77. Current Unrecorded Accounts Receivable - Prisoner Billing: Compensation Board Reimbursement 8/18 Total FY19 35,782.13 477,567.63 513,349.76 75 County of Frederick Comparative Statement of Revenues, Expenditures and Changes in Fund Balance August 31, 2018 FUND 11 NORTHWESTERN REGIONAL ADULT DETENTION CENTER FY2019 FY2018 REVENUES: 8/31/18 8/31/17 YTD Actual Appropriated Actual Actual Variance Credit Card Probation - 69.62 14.37 55.25 Interest - - - Supervision Fees 56,096.00 8,590.00 3,385.00 5,205.00 Drug Testing Fees 1,000.00 60.00 25.00 35.00 Work Release Fees 350,628.00 35,680.60 18,650.49 17,030.11 Prisoner Fees from other localities 0.00 0.00 0.00 0.00 Federal Bureau Of Prisons 0.00 0.00 110.00 (110.00) Local Contributions 7,824,994.00 1,928,414.75 1,932,686.50 (4,271.75) Miscellaneous 7,501.00 317.79 370.97 (53.18) Phone Commissions 400,000.00 0.00 0.00 0.00 Food & Staff Reimbursement 80,000.00 4,671.40 8,728.10 (4,056.70) Elec.Monitoring Part.Fees 97,000.00 19,615.10 1,407.70 18,207.40 Share of Jail Cost Commonwealth 1,350,000.00 0.00 0.00 0.00 Medical & Health Reimb. 85,000.00 5,173.26 5,440.40 (267.14) Shared Expenses CFW Jail 5,400,000.00 287,917.85 150,739.08 137,178.77 State Grants 276,233.00 0.00 0.00 0.00 D.J.C.P. Grant 0.00 0.00 0.00 0.00 Local Offender Probation 277,467.00 0.00 0.00 0.00 Bond Proceeds 0.00 0.00 0.00 0.00 Transfer From General Fund 5,266,848.00 1,297,977.50 1,348,614.75 (50,637.25) TOTAL REVENUES 21,472,767.00 3,588,487.87 3,470,172.36 118,315.51 EXPENDITURES: Excess(Deficiency)of revenues over expenditures FUND BALANCE PER GENERAL LEDGER Fund Balance Adjusted To Reflect Income Statement 8/31/18 23,015,076.92 3,017,208.10 2,922,658.93 94,549.17 (1,019,162.10) 571,279.77 547,513.43 23,766.34 4,252,055.00 3,603,633.77 648,421.23 4,823,334.77 4,151,147.20 672,187.57 76 County of Frederick Fund 12 Landfill August 31, 2018 FY2019 FY2018 Increase ASSETS 8/31/18 8/31/17 (Decrease) Cash 38,875,396.12 35,806,878.95 3,068,517.17 Receivables: Accounts Receivable Fees 782,205.78 722,884.55 59,321.23 *1 Accounts Receivable Other 21,227.66 2,401.33 18,826.33 Allow. Uncollectible Fees (84,000.00) (84,000.00) 0.00 Fixed Assets 47,158,186.20 45,498,224.85 1,659,961.35 Accumulated Depreciation (29,232,078.83) (27,824,334.18) (1,407,744.65) GL controls(est.rev/est.exp) 1,620.55 (2,743,935.62) 2,745,556.17 TOTAL ASSETS 57,522,557.48 51,378,119.88 6,144,437.60 LIABILITIES Accounts Payable Accrued VAC.Pay and Comp TimePay 158,608.75 183,021.61 (24,412.86) Accrued Remediation Costs 13,126,481.90 12,807,957.65 318,524.25 *2 Retainage Payable 0.00 26,133.20 (26,133.20) Deferred Revenue Misc.Charges 21,227.66 2,401.33 18,826.33 TOTAL LIABILITIES 13,306,318.31 13,019,513.79 286,804.52 EQUITY Fund Balance Reserved: Encumbrances 415,199.10 514,222.38 (99,023.28) *3 Land Acquisition 1,048,000.00 1,048,000.00 0.00 New Development Costs 3,812,000.00 3,812,000.00 0.00 Environmental Project Costs 1,948,442.00 1,948,442.00 0.00 Equipment 3,050,000.00 3,050,000.00 0.00 Undesignated Fund Balance 33,942,598.07 27,985,941.71 5,956,656.36 *4 TOTAL EQUITY 44,216,239.17 38,358,606.09 5,857,633.08 TOTAL LIABILITY AND EQUITY 57,522,557.48 51,378,119.88 6,144,437.60 NOTES: *1 Landfill receivables increased $59,321.23. Landfill fees at 8/18 were $749,540.41 compared to $654,579.13 at 8/17 for an increase of $94,961.28. Delinquent fees at 8/18 were $78,058.76 compared to $113,687.21 at 8/17 for a decrease of $35,628.45. *2 Remediation increased $318,524.25 and includes $271,591.00 for post closure and $46,933.25 interest. *3 The encumbrance balance at 8/31/18 was $415,199.10 and includes $29,368.55 for a 2018 Ford F150, $31,819.55 for a 2019 Ford F-250, a CAT 963K Track Loader for $345,228 and $8,783 for a Woods Rotary Cutter. *4 Fund balance increased $5,956,656.36. The beginning balance was $33,386,316.31 and includes adjusting entries, budget controls for FY19($30,199) and $586,480.76 for year to date revenue less expenses. 77 County of Frederick Comparative Statement of Revenue, Expenditures and Changes in Fund Balance August 31, 2018 FUND 12 LANDFILL REVENUES Credit Card Charges Interest on Bank Deposits Salvage and Surplus Sanitary Landfill Fees Charges to County Charges to Winchester Tire Recycling Reg.Recycling Electronics Greenhouse Gas Credit Sales Miscellaneous Wheel Recycling Charges for RTOP Renewable Energy Credits Landfill Gas To Electricity Insurance Recoveries Waste Oil Recycling TOTAL REVENUES Operating Expenditures Capital Expenditures TOTAL Expenditures Excess(defiency)of revenue over expenditures Fund Balance Per General Ledger FUND BALANCE ADJUSTED FY2019 FY2018 YTD 8/31/18 8/31/17 Actual Appropriated Actual Actual Variance 0.00 381.31 419.35 (38.04) 120,000.00 7,839.48 2,631.76 5,207.72 75,000.00 35,493.90 27,810.91 7,682.99 6, 562, 000.00 1, 275, 230.94 1, 017, 327.08 257, 903.86 0.00 114, 392.20 99,207.16 15,185.04 0.00 31,300.35 25,510.38 5,789.97 142,500.00 44,562.48 49,888.62 (5,326.14) 91,200.00 12,585.00 11,047.00 1,538.00 0.00 9,587.57 0.00 9,587.57 0.00 72.00 0.00 72.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 168,402.00 29,076.30 31,703.58 (2,627.28) 312,837.00 52,516.16 59,458.99 (6,942.83) 4,872.23 0.00 0.00 0.00 71471, 939. 00 1, 617, 909. 92 1, 325, 004.83 288, 032. 86 5,397,138.00 448,142.37 354, 382.81 93, 759.56 2,488,379.55 583,286.79 0.00 583,286.79 7, 885, 517.55 1, 031, 429.16 354, 382.81 677, 046.35 (413,578.55) 586,480.76 970,622.02 (384,141.26) 33, 356,117.31 27, 015, 319.69 6, 340, 797.62 33,942,598.07 27,985,941.71 5,956,656.36 County of Frederick, VA Report on Unreserved Fund Balance September 14, 2018 Unreserved Fund Balance, Beginning of Year, July 1, 2018 46,742,138 Prior Year Funding & Carryforward Amounts C/F forfeited asset funds (1,247) C/F Fire Company Capital (224,818) C/F Capital impact study (59,067) C/F Sheriff auto claim reimbursement (15,191) C/F Parks projects (324,382) C/F compactor rehab (19,500) C/F Middletown convenience site (45,000) C/F Stephenson convenience site (385,342) C/F spay/neuter program (6,521) C/F design/build animal shelter addition (6,727) C/F county admin bldg maintenance projects (31,044) Other Funding / Adjustments COR refund - Ascar Leasing (2,521) COR refund - BMW Financial (2,790) COR refund - Bowman Properties (3,283) COR refund - Capital Meats (23,136) Sheriff SWAT vehicle (175,000) COR refund - Acar Leasing (3,026) COR refund - Toyota Leasing (4,087) Fund Balance, September 14, 2018 (1,118,839) (213,843) 45,409,456 79 COUNTY of FREDERICK Parks and Recreation Department 540/665-5678 Fax: 540/665-9687 E-mail: fcprd@fcva.us www.fcprd.net PARKS AND RECREATION COMMISSION REPORT to the BOARD OF SUPERVISORS Tuesday, September 26, 2018 7:00 p.m. 107 NORTH KENT STREET, WINCHESTER, VIRGINIA To: Jay Tibbs, Deputy County Administrator for Human S rvices From: Jason L. Robertson, Director, Parks & Recreation Date: September 13, 2018 Subject: Parks and Recreation Commission Action The Parks and Recreation Commission met on September 11, 2018. Members present were: Randy Carter, Christopher Fordney, Natalie Gerometta, Gary Longerbeam, Amy Strosnider, Charles Sandy, Jr., and Robert Wells (Board of Supervisors' Non -Voting Liason). Members absent: Guss Morrison, Ronald Madagan. u 1411111 XMINJ 1i N1 ECIF-114 9 101► I : 02:O • *, None ITEMS SUBMITTED FOR INFORMATION ONLY 1. The Commission recommends using $41,600 in proffer funds to add utility installation to the Northwest Sherando project for future Park restrooms. Cc: Randy Carter, Chairman Robert Wells, Board of Supervisors' Non -Voting Liaison 107 North Kent Street • Winchester, Virginia 22601 c COUNTY of FREDERICK Department of Planning and Development 540/ 665-5651 Fax: 540/ 665-6395 MEMORANDUM TO: Board of Supervisors FROM: John A. Bishop, AICP, Assistant Director - Transportation RE: Draft Resolution for I-81 Corridor Study Round 2 DATE: September 18, 2018 Attached please find the draft resolution for Board of Supervisors feedback on Round 2 of the I-81 Corridor public meetings. This draft was developed via Staff participation in the public meeting that was held at Lord Fairfax Community College on August 22, 2018 and discussion with the Transportation Committee on August 27, 2018. This item has also been circulated to the Transportation Committee and will be voted on at their meeting on September 24, 2018. As noted in the resolution; key concerns are the lack of recommended improvements from Exit 315-317, truck parking consideration, and that potential funding scenarios be equitable in nature and not a single source. There will be a third round of public meetings on the corridor study in October and the study is expected to be finalized in November for submission to the General Assembly for potential action in the next legislative session. JAB/pd Attachment 107 North Kent Street, Suite 202 9 Winchester, Virginia 22601-5000 A RESOLUTION FOR THE BOARD OF SUPERVISORS OF THE COUNTY OF FREDERICK, VIRGINIA TO COMMENT ON THE INTERSTATE 81 CORRIDOR STUDY — ROUND 2 At a regularly scheduled meeting of the Frederick County Board of Supervisors held on September 26, 2018, the following resolution was adopted: WHEREAS, under Senate Bill 971 VDOT is conducting a corridor study for I-81; and, WHEREAS, VDOT and the Office of Intermodal Planning and Investment are seeking comment from individuals and localities on various items under study; and, WHEREAS, Frederick County representatives attended the second round of public meetings held August 22, 2018 at Lord Fairfax Community College, and WHEREAS, The Frederick County Board of Supervisors would like to encourage the reconsideration of improvements from Exits 315-317 for the list of recommended improvements due to significant safety, congestion, and access to alternative facilities concerns, and WHEREAS, The Frederick County Board of Supervisors would also like to encourage the reconsideration of widening from Exit 317 to the West Virginia State line due to significant expected growth in Frederick County and also the Proctor and Gamble Project in West Virginia, and WHEREAS, The Frederick County Board of Supervisors would continue to encourage ongoing analysis of existing truck parking shortages in our area, and WHEREAS, The Frederick County Board of Supervisors continues to support the analysis of multiple potential dedicated funding scenarios that are equitably applied, and WHEREAS, The Frederick County Board of Supervisors believes a package of dedicated funding sources as opposed to a singular source would be the best way to meet the current and long-term needs of the I-81 Corridor, and NOW, THEREFORE, BE IT RESOLVED, that the Board of Supervisors of the County of Frederick hereby submits this resolution for the second round of public comment for the I-81 corridor study and looks forward to further opportunities for continued involvement. Passed this 26th day of September 2018 by the following recorded vote: Charles S. DeHaven, Jr., Chairman Gary A. Lofton Robert W. Wells J. Douglas McCarthy Shannon G. Trout Judith McCann -Slaughter Blaine P. Dunn A COPY ATTEST Kris C. Tierney Frederick County Administrator PDRes #xx-18 M`EMORAN'DUM TO: Board of Supervisors FROM: Kris C. Tierney, County Administrator DATE: September 18, 2018 RE: Committee Appointments COUNTY of FREDERICK Kris C. Tierney County Administrator 540/665-6382 Fax: 540/667-0370 E-mail: ktierney@fcva.us Listed below are the vacancies/appointments due through November 2018. As a reminder, in order for everyone to have ample time to review applications, and so they can be included in the agenda, please remember to submit applications prior to Friday agenda preparation. Your assistance is greatly appreciated. VACANCIES/OTHER Extension Leadership Council William Austin — Red Bud District Representative 107 Rebels Circle Winchester, VA 22602 Term Expires: 09/09/19 Four year term (Staff has been advised that Mr. Austin has moved from the area.) (The Extension Leadership Council is comprised of ten members, one member from each magisterial district appointed by the Board of Supervisors and four members -at large recommended by the Virginia Tech Extension Service. Members serve a four year term.) Planning Commission June M. Wilmot — Member -At -Large 365 Proclamation Drive, Apt. 2417 Winchester, VA 22603 Term Expires: 11/14/21 Four year term 107 North Kent Street • Winchester, Virginia 22601 Memorandum — Board of Supervisors September 18, 2018 Page 2 (Staff has been advised that Mrs. Wilmot has resigned from the Planning Commission effective September 1, 2018.) JUNE 2018 Winchester Regional Airport Authority Robert Bearer — Frederick County Representative 140 Kinross Drive Winchester, VA 22602 Phone: (540)550-1898 Term Expires: 06/30/18 Four year term (Frederick County has four representatives on the Winchester Regional Airport Authority. Members are eligible for reappointment.) Winchester -Frederick County Tourism Board Joint Appointment with the City of Winchester Dan Martin -- Private Sector Rep General Manager Hampton Inn & Suites 170 Getty Lane Winchester, VA 22602 Office: (540)722-2722 Term Expires: 06/30/18 (Lodging Industry -Hampton Inn & Suites) Eric Campbell — Non Profit Sector Rep. (Cedar Creek and Belle Grove National Historic Park) P. O. Box 700 8695 Valley Pike Middletown, VA 22645 Phone: (540)868-9176 Term Expires: 06/30/18 Three year term (Mr. Martin and Mr. Campbell are not eligible for reappointment.) Memorandum — Board of Supervisors September 18, 2018 Page 3 (Staff is waiting to hear from Winchester City Council as to their action on the recommendation from Tourism Director and Tourism Board on the appointment of Lani Peterson and Shannon Moeck to fill seats of Dan Martin and Eric Campbell.) (The Tourism Board was formed by Joint Resolution of the Board of Supervisors and the City Council in April 2001. Members serve a three year term and may only serve two consecutive terms. Recommendation for appointment is contingent upon like approval by the City of Winchester.) SEPTEMBER 2018 Shenandoah Area Agency on Aging (SAAA) Thomas P. Reed — Frederick County Representative 113 Canyon Road Winchester, VA 22602 Home: (540)722-8880 Term Expires: 09/30/18 Four year term (Mr. Reed is not eligible for reappointment.) (Frederick County has one member on this board. According to agency by-laws, each jurisdiction may nominate one individual for appointment, with final appointment being made by the Area Agency on Aging Board. The Area Agency on Aging shall have the right not to accept any nominee it considers to be incompatible with the best interests of the SAAA and Board. Members may only serve two terms.) Member -At -Large — Frederick County (According to agency by-laws, the Area Agency on Aging Board may appoint up to six At -Large Members. The Area Agency on Aging is seeking assistance in finding a candidate to fill the Frederick County Member -At -Large seat.) (Attached is an Area Agency on Aging Board position description and By - Laws which have been provided by the Area Agency on Aging.) OCTOBER 2018 No appointments due for October 2018. Memorandum — Board of Supervisors September 18, 2018 Page 4 NOVEMBER 2018 Handley Regional Library Board John R. Clawson — Frederick County Representative 220 Lynn Drive Stephens City, VA 22655 Home: (540)336-6080 Term Expires: 11/30/18 Four year term (Mr. Clawson has served two full terms and is not eligible for reappointment.) (The County has 5 seats on the Handley Regional Library Board as a result of the Joint Agreement and Memorandum of Understanding with the City. As stated in the library by-laws, members may only serve two terms.) Shawneeland Sanitary District Advisory Committee Michelle Landon 226 Graywolfe Trail Winchester, VA 22602 Home: (540)877-1838 Term Expires: 11/09/18 Two year term Jeff Stevens 114 Rappahannock Trail Winchester, VA 22602 Home: (540)327-3112 Term Expires: 11/09/18 Two year term (The ShawneeLand Sanitary District Advisory Committee is comprised of five members made up of resident property owners and serve a two year term. Members are eligible for reappointment.) KCTltjp Attachment U:ITJPIcommitteeappointmentslMmosLettrslBoardCommitteeAppts(492618BdMtg).docx Shenandoah Area Agency on Aging (SAAA) Board Position Description General Statement of duties. Determine the policies, procedures and regulations for the Shenandoah Area Agency on Aging provide fiscal oversight; assist in raising funds to finance the organization; provide leadership for long-term and strategic planning; monitor organizational performance. Term: 4-years Accountability: To the Board President and the Board of Directors Resignation: In writing to the Board Chair Responsibilities: 1. General a. Have an affinity towards the agency on aging's mission. b. Know SAAA's values, vision, programs and services. c. Know and follow organization bylaws and other policies. d. Serve the organization as a whole rather than a specific interest. e. Maintain independence and objectivity in all organization issue f. Attend and support as many organization events as possible. 2. Governance a. Prepare for Board meetings by previewing information provided. b. Be aware that after two consecutive unexcused meetings, the Board may terminate a member. c. Ask substantive questions at Board and committee meetings. d. Be open to other points of views in Board deliberations. e. Support all Board decisions regardless of personal stance on decisions. f. Maintain confidentiality in all matters discussed at meetings. g. Assume leadership positions when asked. 3. Financial a. Annually, make financial contributions at a level according to personal means. b. Actively engage in fund raising efforts, by securing sponsors and personally supporting events. c. Monitor short- and long-term financial stability. 4. Fiduciary a. Always serve the public benefit. b. Accountable to the public at large. S. Public Relations a. Advocate for organization when appropriate. b. Avoid any appearance of a conflict of interest & disclose any possible conflict to the Board. c. Avoid accepting any gifts or favors or making any gifts or favors related to your Board position. 6. Relationship with Executive Director and Staff a. Support the Executive Director in the performance of job duties. b. Consult with Executive before asking for favors or information from staff. c. Keep Executive informed of all activities done on behalf of organization. Individual Board Member Goals: BYLAWS Shenandoah Area Agency on Aging Article i — Name The agency shall be known as Shenandoah Area Agency on Aging, Incorporated (SAAA), The agency shall be the official Area Agency on Aging of the Northern Shenandoah Valley Regional Commission, Planning Services Area 7 (PSA 7). Article II -- Authority SAAA is chartered as an Area Agency on Aging under the Older Americans Act, Public Law 89-73. The Virginia Department for the Aging (VDA), pursuant to Virginia Code 2.2-700 and the Virginia Administrative Code, contracts with SAAA to provide services to older residents of PSA 7. Article III - Articles of Incorporation SAAA was incorporated as a Virginia Non -Stock Corporation (as limited by Section 501 (c) (3) of the Internal Revenue Code of 1954). Article IV — Definitions 1. References to "region" shall mean the Northern Shenandoah Valley Regional Commission, Planning Services Area 7 (NSVRC). 2. References to "SAAA" or `Board" shall mean the Shenandoah Area Agency on Aging or the Board of Directors thereof. 3. References to "DABS" shall mean the Virginia Department for Aging and Rehabilitative Services. Article V — Objectives The objectives of SAAA shall be as follows: 1. to provide a variety of high quality services and opportunities that enhance the dignity and independence of older persons and promote their continued contributions to the community; Page 1 of 8 2. to enable eligible persons to live at home while maintaining a high quality of life; 3. to provide a coordinated system of services to meet the needs of the older population of the region; 4. to identify unmet needs of older persons in the region; 5. to educate the community on availability of services and provide information on accessing services; 6. to partner and coordinate with other community human service providers to enhance and expand aging service capacities; 7. to provide Irfe enrichment opportunities for older persons; 8. to advocate on behalf of older persons; 9. to conduct periodic evaluations of all aging planning activities within the region; or as requested by local governments; 10. to actively pursue and administer grants to expand the service capacity of SAAA; and 11. to contribute to and partner with DARS in planning for aging services within the Commonwealth of Virginia. Article VI - Service Area SAAA shall serve the region, which includes the counties of Clarke, Frederick, Page, Shenandoah, and Warren as well as the City of Winchester. Article VII - Board of Directors A. Powers and authority: SAAA shall be governed by its Board. The Board shall have the responsibility and authority to: 1. employ the Executive Director of the SAAA, who shall serve at the pleasure of the Board; 2. provide policy direction to the Executive Director; 3. annually review and approve a fiscal year budget, which shall serve as the basis for the area plan submitted by the Executive Director to DABS; Page 2 of 8 4. implement policies and instructions in a manner consistent with the SAAA bylaws as well as relevant federal and state regulations; 5. elect officers of the Board in the manner provided by the SAAA bylaws; 6. review and take appropriate actions on reports and recommendations provided by the Executive Director on all policies of the SAAA; 7, appoint such committees as it may deem expedient for carrying out the objectives of the Board and to terminate the authority of any committee at anytime; 8. in consultation with the Executive Director, solicit funds to support the programs of the SAAA; 9. perform such other functions as are necessary to further the objectives of the SAAA in a manner consistent with the SAAA bylaws. B. Membership: The membership shall be as broadly representative as is possible. The Board shall consist of thriteen (13) voting members. The Executive Director is an ex-officio, nonvoting member of the Board. Board members shall be appointed in accordance with the following provisions: 1. each jurisdiction named in Article VI may nominate one member; 2. the Board shall appoint the local government nominees, but the Board shall have the right not to accept any nominee it considers to be incompatible with the best interests of the SAAA and the Board; and 3. the Board may appoint up to six (6) At -Large members. 4. The Advisory Counsel will have one representative serve as a member of the Board. C. Voting and Quorums: Each Board member shall be entitled to one vote. With the exception of special motions requiring a two-thirds vote of the quorum present, all actions taken by the Board shall require a simple majority of those members present and voting. A vote to hire or fire the Executive Director shall be a special motion. Quorums shall consist of 50% of the Board members plus one. D. Terms of office: Page 3 of 8 1. the term of office for Board members shall be four years, and persons serving on the Board, except as provided herein, are eligible to serve for an additional four; 2. Board members shall assume office at the start of the fiscal year, except those appointed under paragraph D. 5 below. 3. except as provided herein, board members may serve two consecutive four-year terms; 4. if a Board member is filling an unexpired term of one year or less, he or she is eligible to serve two consecutive terms if reappointed; 5. within sixty (60) days to the degree possible, vacancies on the Board shall be filled for the unexpired term in the same manner as the original appointments; Should the Executive Committee by a majority vote deem that the attendance pattern of a Board member at properly schedule Board or Committee meetings to be unacceptable, or should the performance of a Board member be deemed unacceptable for any other reason by a majority vote, then the Chair shall solicit the resignation of such a Board member. In the event that no resignation is forthcoming, then the Executive Committee shall recommend the termination of such a Board member to the Board. If the recommendation is approved by a majority vote of the Board members, then the appropriate jurisdiction shall be notified of the termination of the Board member and the nomination of a new Board member shall be solicited. E. Board Meetings: 1. all Board meetings shall be open to the public except Executive sessions; 2. the Board shall meet in regular session at least six (6) times during each fiscal year at such specific times and places as the Chair may determine; 3. special meetings of the Board may be called at the discretion of the Chair, the Executive Committee, or upon the written request of at least three (3) Board members. 4. written notice of the time and place of every regular and special meeting of the Board shall be sent to all members at least seven days before the meeting; and 5. Board members are not personally liable for the debts, liabilities, or other obligations of the SAAA. Page 4 of 8 Article VIII —Officers A. SAAA officers shall consist of a Chair, Vice Chair, Secretary, and Treasurer. B. The officers shall be elected by the Board from its own membership based on nominees selected by a Nominating Committee or made by the by a majority of the Board during a regularly scheduled meeting. C. The Board shall elect its officers by no later than September of each year and new officers shall assume office on October 1 st of year. D. Election shall be by secret ballot if there is more than one nominee for the same office. E. The term of each office shall be for a period of one (1) year or until a successor has been properly elected. F. The officers shall perform the usual duties assigned to such positions of leadership or as determined by the Board. These duties include but shall not be limited to: 1. the Vice Chair shall perform all duties of the Chair in the absence of the Chair; 2. the Secretary shall keep or cause to be kept accurate minutes of all meetings, present minutes at regular meetings and special meetings, and handle correspondence of the Board as needed; 3. the Treasurer shall ensure that financial records are maintained in an appropriate manner; 4. the Executive Director shall be responsible for briefing the Treasurer on all major financial transactions; and 5. the Treasurer shall serve as Chair of the Finance Committee. G. Any vacancy occurring among the officers shall be filled for the unexpired portion of the term by the Board at any regular or special Board meeting. Article IX Committees General: Committee appointments should be representative of the entire service area. All standing Committees shall meet at least once per year. Except where noted below, each committee shall consist of a Chair appointed by the Board Chair and a minimum of three additional Board members. The Board Chair sits as an ex-officio non -voting member on all Board Committees. Page 5 of 8 A. Executive Committee: The Executive Committee shall consist of the officers of the Board, the Executive Director as a non -voting Ex-officio member, and two (2) Board members appointed by the Board Chair. 2. It shall be the function of the Executive Committee to make policy recommendations to the Board and to assist in the execution of policies established by the Board. 3. All policy changes recommended by the Executive Committee shall be reviewed by the Executive Committee prior to presentation to the Board. B. Personnel Committee: 1. The Personnel Committee shall consist of a Chair appointed by the Board Chair, a minimum of two (2) additional Board members, and both the Board Chair and the Executive Director who shall serve as non -voting Ex- officio members. 2. It shall be the function of the Personnel Committee to assist the Executive Director in updating and or revising the employee manual for Board approval, establishing a salary structure, and reviewing the benefits package. C. Finance Committee: 1. The Finance Committee shall consist of the Treasurer, the Board Chair and Executive Director in their capacity as non -voting Ex-officio members, plus two (2) additional Board members appointed by the Board Chair. 2. The Finance Committee shall be responsible for monitoring and reporting to the Board regarding the overall finance and accounting operations of the agency as well as on all matters relating to compliance with all applicable federal and state laws and regulations, ensuring the preparation of informative financial documents for periodic review by the Board, preparing at least annually a report of findings and recommendations for the Board, and receiving and reviewing the report of the auditor. The Committee may receive directly concerns of Board members regarding the financial positions and status of the organization. D. Nominating Committee: Page 6 of 8 1. The Nominating Committee shall be appointed by the Chair and shall consist of at least two (two) Board members. 2. It shall be the function of the Nominating Committee to select nominees from the membership of the Board for potential election to fill Board officer positions. E. Other Committees: The Board may appoint or authorize the appointment of such regular committees and or Ad Hoc committees as may be deemed necessary or appropriate to carry out the objectives of the Board. Article X - Executive Director's Authority and Responsibility A. The Executive Director is the chief executive of the SAAA. The Executive Director derives his or her authority from the Board and is responsible to the Board for his or her performance. The SAAA Board sets policy and the Executive Director implements it, B. The Executive Director is an employee of the Board. The Executive Director may not be in total agreement with the Board. He or she is responsible, however, for discussing significant differences with the Board. C. The Executive Director is responsible for the administrative leadership of the SAAA. Within the SAAA, the Executive Director should organize the staff to ensure the successful completion of the SAAA mission and has the responsibility for hiring and firing staff. D. The Executive Director reports directly to the Board Chair, The Executive Director shall strive to fulfill all information requests from Board members. No Board member, acting as an individual, shall direct the Executive Director or any SAAA staff member. Neither shall any Board Committee direct the Executive Director or any SAAA staff member unless that Committee has been specifically.empowered by the full Board to issue such directives. Article XI - Fiscal Year and Budget A. The fiscal year of the SAAA shall be from October 1 through September 30. B. The budget shall be approved by the Board each year at the June Board meeting or as soon thereafter as is practical. Article XII - Rules of Order Page 7 of 8 All meetings of the Board and committees appointed by the Board shall be conducted in accordance with these bylaws and in accordance with the then current edition of Robert's Rules of Order. Article XIII — Amendments These bylaws may be amended or repealed at any meeting of the Board by an affirmative vote of 2/3 of those members present provided that a quorum is present and notice of all proposed amendments shall have been mailed to the members of the Board at least fifteen (15) days prior to the meeting. Appendix Effective dates of bylaws •:• Completely reviewed and adopted by the Board on August 28, 2015. Page 8 of 8 RESOLUTION FISCAL YEAR 2018-2019 BUDGET AMENDMENT WHEREAS, Pursuant to Section 15.2-2507 of the Code of Virginia, 1950, as Amended, the Frederick County Board of Supervisors, meeting in regular session and public hearing held on September 26, 2018, took the following action: NOW, THEREFORE, BE IT RESOLVED, by the Board of Supervisors that the FY 2018-2019 Budget be Amended to Reflect: was School Construction Fund Supplemental Appropriation in the Amount of $7,500,000.00 for the Acquisition of Land, Design and Construction of a Replacement Robert E. Aylor Middle School. Upon motion made by and seconded by _, the above budget amendment and supplemental appropriation by the following recorded vote: Charles S. DeHaven, Jr. Gary A. Lofton J. Douglas McCarthy Robert W. Wells I:1FTM=off li l Shannon G. Trout Judy McCann -Slaughter A COPY ATTEST Kris C. Tierney Clerk, Board of Supervisors County of Frederick, Virginia Resolution - Fiscal Year 2018-2019 Budget Amendment Board of Supervisors Meeting of September 26, 2018 Page 2 cc: Dr. David T. Sovine, School Superintendent Patty D. Camery, School Finance Director Cheryl B. Shiffler, Finance Director C. William Orndoff, Jr., Treasurer U:\TJ P\resol utio ns\BudgetAm endme nt(FY2018-2019(ReplacementAylorSchool)092618BdMtg ).docx