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HomeMy WebLinkAbout20260819 FinCmte Agenda PktA.Consent Agenda – The following item(s) could be considered on consent if the committee chooses. All are either (1) no local funds required or (2) a fiscal year carry forward of previously appropriated funds. A.1.The IT Director requests a $3,887 FY 2027 General Fund carry forward appropriation. This amount represents unspent FY 2026 funds for the ongoing Cognos Implementation Project. No additional local funds above the existing appropriation are requested. A.2.The Public Works Director requests a $5,035,197 FY 2027 Landfill Fund carry forward appropriation representing unspent FY 2026 funds for repair and maintenance projects, a water truck, and CDD Landfill construction and expansion. The request has been approved by the Public Works Committee. No local funds required. A.3.The Public Works Director requests a $49,438 FY 2027 General Fund supplemental appropriation representing a camera surveillance system and a pet pantry program at the Animal Shelter. The Public Works Committee has approve the request. No local funds required. Funds are available in the Animal Shelter reserve. A.4.The Parks & Recreation Director requests a $40,481 FY 2027 General Fund carry forward appropriation representing unspent FY 2026 SGEMF funds for the purchase of a vehicle. No local funds above the existing appropriation are required. AGENDA FINANCE COMMITTEE WEDNESDAY, AUGUST 19, 2026 8:30 AM FIRST FLOOR CONFERENCE ROOM 107 NORTH KENT STREET WINCHESTER, VA 22601 CF IT Cognos.pdf CF Landfill.pdf SA Animal Shelter.pdf CF SGEMF for SHP.pdf 1 A.5.The Sheriff requests a $750 FY 2026 General Fund supplemental appropriation representing donations made for the impound lot building. No local funds required. A.6.The Sheriff requests a $137,704 FY 2027 General Fund carry forward appropriation. This amount represents unspent FY 2026 funds for the impound lot building. No additional local funds above the existing appropriation are requested. A.7.The HR Director requests a $11,222 FY 2027 General Fund carry forward appropriation representing unspent FY 2026 funds for LaserFiche Personnel Records Management Configuration Project that is currently in process. No additional local funds above the existing appropriation are requested. A.8.The NRADC Superintendent requests a $131,126 FY 2027 Jail Fund supplemental appropriation representing increased opioid abatement grant funds awarded. No local funds required. A.9.The WRAA Executive Director requests a $1,260,000 FY 2027 Airport Capital Fund supplemental appropriation for the Northside Site Prep Phase 1 construction project. This amount is in excess of the $1,200,000 budgeted. No local funds are required. A.10.The WRAA Executive Director requests a $424,800 FY 2027 Airport Capital Fund supplemental appropriation for the Taxiway Relocation Phase 3 construction project. This amount is in excess of the $7,000,000 budgeted. No local funds are required. A.11.The Deputy County Administrator requests a $20,723 FY 2027 carry forward appropriation of unspent FY 2026 funds representing maintenance projects that are currently progressing. No local funds above the existing appropriation are required. B.Discussion & Action Items – The following item(s) are presented for committee discussion and action. SA SheriffDonations.pdf CF Sheriff Bldg.pdf CF HR LaserFiche Project.pdf NRADC OAA grant.pdf SA WRAA Northside.pdf SA WRAA Taxiway.pdf CF Maintenance.pdf 2 B.1.The Deputy County Administrator requests a $744,000 FY 2027 General Fund supplemental appropriation for the purchase and installation of a new rubber roof for the County Administration North and South buildings and the Board of Supervisors meeting room. Of this amount $450,000 is a carry forward of unspent FY 2026 funds approved for the project. The remaining $294,000 represents local funds needed. C.Information & Discussion Items – The following item(s) are presented for committee information and discussion. No formal action is required; however, the committee could choose to forward a recommendation(s) to the Board of Supervisors. C.1.The Deputy Treasurer presents the Treasurer's Office Internal Collections Highlights. C.2.The Commissioner of the Revenue provides Virginia State Code 58.1-3012 regarding the change of a tax rate during a calendar year. C.3.The Finance Director provides a draft policy to establish the County's practice for the transfer and use of revenue generated from the local vehicle license ("decal") fee. C.4.The County Administrator will provide information on Architectural & Engineering (A&E) services. C.5.The County Administrator will discuss the plan for the Transient Occupancy Tax (TOT) ("tourism") policy. D.Information Only Items – The following item(s) are included for information only. D.1.The committee previously requested a review of Fire & Rescue agreements and funding policies. Information is anticipated to be provided at the next Finance Committee meeting. D.2. FY2026 Q4 Financial Snapshot: Financial information for the quarter ended June 30, 2026 is not yet available. Revenue accruals remain open for 45 days following year-end, and the final FY2026 accounts payable payment run is scheduled for August 25, 2026. Consistent with normal practice, year-end financial information will be provided once these processes are complete to CAB Roof.pdf TreasurerCollectionsHighlights.pdf COR Tax Rate Info.pdf VehicleLicenseFeeTransportationTransferPolicy.pdf 3 ensure the information presented is accurate and complete. D.3.FY2026 Financial Audit and ACFR Schedule: The FY2026 financial audit is currently scheduled to begin with preliminary on-site fieldwork the week of August 24, 2026, followed by final on-site fieldwork the week of September 21, 2026. The auditors typically provide the County with a draft Annual Comprehensive Financial Report (ACFR) in mid-December for staff review and preparation of the Management Discussion & Analysis (MD&A). The final ACFR is expected to be available by the end of December. 4 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The IT Director requests a $3,887 FY 2027 General Fund carry forward appropriation. This amount represents unspent FY 2026 funds for the ongoing Cognos Implementation Project. No additional local funds above the existing appropriation are requested. Attachments: CF IT Cognos.pdf 5 107 North Kent Street, Winchester, Virginia 22601-5039 svarner@fcva.us COUNTY OF FREDERICK Information Technologies (540) 665-5614 M E M O R A N D U M To: Finance Committee Sharon Kibler, Director of Finance Michael Bollhoefer, County Administrator From: Patrick Fly, IT Director Subject: Request for Carry Forward Funds for Cognos Implementation Project Date: August 10, 2026 The Information Technology Department formally requests the carry forward of unspent funds for the Cognos Implementation Project, ITP #2500258. We request that any remaining balance, not to exceed $3,886.50, be carried forward into line item 4-10-1220-3002-000-000. These funds will be used to complete outstanding project items that will extend beyond the end of the current fiscal year. Please let me know if any additional information is needed to support this request. Thank you for your consideration. Sincerely, Patrick Fly Patrick Fly County of Frederick Interim Director of IT 6 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The Public Works Director requests a $5,035,197 FY 2027 Landfill Fund carry forward appropriation representing unspent FY 2026 funds for repair and maintenance projects, a water truck, and CDD Landfill construction and expansion. The request has been approved by the Public Works Committee. No local funds required. Attachments: CF Landfill.pdf 7 107 North Kent Street, Second Floor, Suite 200 • Winchester, Virginia 22601-5000 MEMORANDUM TO: Sharon Kibler, Director of Finance FROM: Joe C. Wilder, Director of Public Works SUBJECT: Carry Forward Requests for Fiscal Year 2027 - Landfill DATE: July 8, 2026 ______________________________________________________________________________ At its regularly scheduled meeting on June 30, 2026, the Public Works Committee unanimously endorsed the following request: a. Landfill Budget Request that any unspent FY2026 funds from the following line items be carried forward into the same line items for FY2027: •12-4204-3004-04 – Repair and Maintenance – Generators: $208,412 •12-4202-5408-03 – Repair and Maintenance Parts – Generator: $98,416 •12-4204-8006-00 – Construction Vehicles and Equipment: $180,000 •12-4204-8900-00 – Improvements Other Than Buildings: $4,507,222 (Attachment 1) Please include this carry-forward request on the agenda for the next Finance Committee meeting. JCW/amr Attachments: As stated cc: File 8 MEMORANDUM TO: Public Works Committee FROM: Ron Kimble, Landfill Manager THROUGH: Joe C. Wilder, Director of Public Works SUBJECT: Carry Forwards to 2026/2027 Fiscal Year DATE: June 17, 2026 We are requesting that the funding remaining at the end of the 2026 fiscal year in each of the following line items be carried over into the new 2026/2027 budget. 12-4204-3004-04 Repair and Maintenance- Generators We are requesting to carry forward funds remaining in this line item to cover costs associated with repairs that have previously been completed, that are currently in the dispute process for invoicing. The dispute process with Innio is lengthy and resolution of the following invoices is not expected to occur until after the current budget cycle. Engine decokes were billed at a higher rate than quoted and approved by landfill staff. Invoice # 2025400737 $15,425.00 Invoice # 2025400738 $19,043.25 Camshaft warranty replacement work was invoiced at full value. Landfill staff has documentation from Innio that all parts and labor for the repair should have been covered under warranty. Invoice # 2024700825 $64,329.25 In addition, both units need rooftop table cooler replacements. These coolers have approximately 110,000 hours of use and are beginning to fail. An estimated cost to complete this work including labor and crane services is set at $100,000. The current balance in this line item is $208,412. Attachment 1 9 12-4204-5408-03 Repair and Maintenance Parts- Generators The rooftop table coolers on both generator sets need full replacement. Both units have been temporarily repaired to maintain operations. These repairs are not intended to be a permanent fix; therefore, the units should be replaced to prevent future downtime. Each unit is estimated to cost $150,000. The current funds available in this line item that we request to carry forward is $98,416. 12-4204-8006 Construction Vehicles and Equipment We would like to carry forward the remaining funds of $221,147 into the 26/27 budget to assist with the purchase of a new water truck for the facility. During the budget process staff inadvertently underpriced the cost of a new truck and hydroseeder. The 26/27 budget has $300,000 allocated for this purchase. Recent discussions with vendors have indicated that the truck chassis is approximately $230,000 while the hydroseeder and fitment is an additional $180,000. 12-4204-8900 Improvements Other than Buildings Committee members are aware of the current CDD Landfill construction and expansion. The current liability for work in progress is $5,840,140. This includes the following: Stormwater management ponds, leachate line relocation $456,575 CDD area 2 cell 1 clearing and grubbing $86,823 CDD area 2 cell 1 topsoil removal $77,596 Garber stockpile expansion $223,179 CDD area 2 cell 1 grading plan $4,996,167 The FY25/26 budget has approximately $4,507,222 remaining that is needed to continue this work. In total, we would like to move approximately $5,035,197 from the FY25/26 budget into the FY 26/27 budget to maintain and continue the funding for outstanding and necessary projects. 10 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The Public Works Director requests a $49,438 FY 2027 General Fund supplemental appropriation representing a camera surveillance system and a pet pantry program at the Animal Shelter. The Public Works Committee has approve the request. No local funds required. Funds are available in the Animal Shelter reserve. Attachments: SA Animal Shelter.pdf 11 MEMORANDUM TO: Sharon Kibler, Director of Finance FROM: Joe C. Wilder, Director of Public Works SUBJECT: Supplemental Appropriation Request – Animal Shelter Donation Reserve Fund DATE: July 9, 2026 ______________________________________________________________________________ At its regularly scheduled meeting on June 30, 2026, the Public Works Committee unanimously endorsed the following supplemental appropriation requests: a. Animal Shelter Camera Surveillance System (Attachment 1) Replacement and expansion of the Animal Shelter camera surveillance system in the amount of $25,437.22. Funds for this request would be appropriated to line item 10-4305-8007-000. b. Pet Pantry Program (Attachment 2) Request to establish and sustain a Pet Pantry Program (Kibble Korner) in the amount of $24,000.00. The program would provide temporary assistance with pet food and basic pet supplies to County residents experiencing financial hardship, helping them retain ownership of their pets. Funds for this request would be appropriated to line item 10-4305-5413-001. Funding for both requests would be provided from the Animal Shelter Donation Reserve Fund. No local funds are required. [0-010-000240-2501] Please include these supplemental appropriation requests on the agenda for the next Finance Committee meeting. JCW/amr Attachments: As stated cc: File 107 North Kent Street, Second Floor, Suite 200 • Winchester, Virginia 22601-5000 12 _________________ __________FREDERICK COUNTY - ANIMAL SHELTER Christina Tasker Shelter Manager 540/667-9192 ext. 2502 FAX 540/722-6108 E-mail: ctasker@fcva.us MEMORANDUM TO: Joe Wilder, Director of Public Works FROM: Christina Tasker, Shelter Manager SUBJECT: Animal Shelter Camera System Update DATE: 06/05/2026 ________________________________________________________________________ Purpose The purpose of this memorandum is to request funding approval for the replacement and expansion of the Animal Shelter's camera surveillance system. Increased animal intake volumes, heightened staff safety concerns, growing evidentiary needs, and the County's ongoing risk-management objectives necessitate a modern surveillance system capable of supporting shelter operations and protecting County resources. Background Over the past several years, the Animal Shelter has experienced increasing operational demands resulting from higher intake numbers, longer animal stays, increased public interaction, and expanded enforcement activities. These factors have increased the need for reliable surveillance throughout the facility. The current camera system no longer adequately supports shelter operations due to aging equipment, limited camera coverage, insufficient image quality, and restricted video retention capabilities. As a result, the shelter lacks the comprehensive monitoring and documentation necessary to effectively manage modern animal shelter operations. Increased Animal Intake and Operational Demands The shelter is responsible for housing a growing number of animals with varying behavioral, medical, and legal considerations. Increased intake numbers result in: •Greater staff interaction with animals. •Increased movement of animals throughout the facility. •Higher public visitation and adoption traffic. •More frequent animal control investigations and court-related cases. •Greater demand for documentation of animal care and handling. As shelter populations increase, so does the likelihood of incidents involving animals, staff, volunteers, visitors, and contractors. Comprehensive video coverage is necessary to effectively monitor these activities and maintain operational accountability. Staff Safety Concerns Animal shelter employees routinely work with frightened, injured, aggressive, or unpredictable animals. Staff are frequently required to: •Handle animals with unknown histories. •Respond to aggressive animal behavior. •Conduct intake evaluations. •Administer medical treatments. •Move animals throughout the facility. Attachment 1 13 •Interact with members of the public during emotionally charged situations. A modern surveillance system would provide enhanced monitoring of these activities, allowing management to review incidents, identify safety concerns, improve training opportunities, and document workplace injuries when they occur. Video documentation also assists in determining the circumstances surrounding bites, scratches, falls, employee injuries, and other workplace incidents, thereby supporting workers' compensation investigations and corrective actions. Evidence Collection and Investigative Support The shelter regularly assists with investigations by housing animals involved in: •Dangerous dog cases. •Animal cruelty investigations. •Animal neglect cases. •Bite incidents. •Rabies exposure investigations. •Criminal matters involving animals. High-quality video footage can provide valuable monitoring of evidence that supports investigations conducted by Animal Control, law enforcement, prosecutors, and County attorneys. Improved surveillance capabilities would allow staff to accurately document animal behavior, interactions between individuals and animals, and events occurring within the facility. This documentation may be critical in supporting enforcement actions and defending County decisions. Protection Against False Complaints and Allegations As a public-facing agency, the shelter occasionally receives complaints regarding: •Animal care practices. •Adoption decisions. •Euthanasia procedures. •Staff conduct. •Customer service interactions. •Animal handling methods. Video footage provides objective documentation that can quickly confirm or refute allegations. This capability protects both County employees and the public by ensuring that complaints are evaluated using factual evidence rather than conflicting accounts. The availability of recorded footage frequently reduces the time required to investigate complaints and can help avoid unnecessary legal expenses or reputational harm to the County. County Risk-Management Objectives The proposed camera system directly supports County risk-management goals by: •Reducing liability exposure through documented evidence. •Enhancing employee safety and accountability. •Protecting County facilities and assets. •Improving incident investigation capabilities. •Supporting compliance with established policies and procedures. •Providing objective documentation during claims, litigation, and insurance matters. •Increasing transparency in shelter operations. A comprehensive surveillance system serves as both a preventative and investigative tool, helping mitigate risks before incidents occur while preserving critical evidence when they do. Proposed Improvements The proposed system would include: •High-definition interior and exterior cameras. •Expanded coverage of kennel areas, intake rooms, euthanasia rooms, adoption areas, hallways, storage areas, and public spaces. •Coverage of parking lots, entrances, sally ports, and exercise yards. •Extended video retention capabilities. •Secure cloud or network-based storage. 14 •Remote viewing access for authorized personnel. •Improved reliability and system redundancy. •Capacity for future expansion. Fiscal Impact The estimated project cost is $25437.72, including equipment, installation, software licensing, storage, and training. I am requesting the cost of this project to be funded from the Animal Shelter Donation/Reserve Fund. The long-term benefits of reduced liability exposure, improved incident documentation, enhanced employee safety, and strengthened operational accountability are expected to outweigh the initial investment. Recommendation Approval is requested to replace and expand the Animal Shelter camera surveillance system. This project represents a critical investment in employee safety, animal welfare oversight, evidentiary documentation, facility security, and County risk management. The proposed system will provide the tools necessary to support increasing operational demands while protecting County employees, assets, and the public. Requested Action: Approve funding and authorization to proceed with procurement and installation of a modern surveillance system for the Animal Shelter. Christina Tasker Animal Shelter Manager 15 _________________ __________FREDERICK COUNTY - ANIMAL SHELTER Christina Tasker Shelter Manager 540/667-9192 ext. 2502 FAX 540/722-6108 E-mail: ctasker@fcva.us MEMORANDUM TO: Joe Wilder, Director of Public Works FROM: Christina Tasker, Shelter Manager SUBJECT: Frederick County Pet Pantry “Kibble Korner” DATE: 06/03/2026 ________________________________________________________________________ The purpose of this memorandum is to request funding to establish and sustain a Pet Pantry Program (Kibble Korner) through the Frederick County Animal Shelter. This program will provide temporary assistance with pet food and basic pet care supplies to county residents experiencing financial hardship, helping them retain ownership of their pets during difficult circumstances. Background Economic challenges continue to impact many households within our community. Rising costs of housing, utilities, healthcare, and food often force pet owners to make difficult decisions regarding the care of their animals. In many cases, owners surrender otherwise healthy and well-cared-for pets solely because they can no longer afford food or basic supplies. The Frederick County Animal Shelter has observed owner surrender requests where financial hardship is identified as a primary contributing factor. These animals often enter an already strained shelter system despite having homes and families willing to care for them if temporary assistance were available. Proposal The pet pantry program, "Kibble Korner" would provide eligible residents with limited quantities of pet food and essential pet care items during periods of financial hardship. Assistance would be intended as a temporary resource to help families maintain ownership of their pets while stabilizing their circumstances. The program would: • Reduce owner surrenders attributable to financial hardship. • Keep pets in their homes and out of the shelter system. • Decrease shelter intake and associated housing costs. • Reduce euthanasia risk associated with shelter overcrowding. • Strengthen community relationships and public perception of County animal services. • Support vulnerable populations, including seniors, veterans, and low-income households. Funding Request Annual funding is requested at $24,000.00 ($2,000/month) to be withdrawn from the Frederick County Animal Shelter Donation/Reserve Fund. • Dog and cat food purchases. • Storage containers and shelving. • Basic pet supplies such as collars, leashes, bowls, and litter. Attachment 2 16 The shelter will continue to accept donations and community partnerships; however, dedicated funding is necessary to ensure the program remains reliable and available throughout the year regardless of fluctuations in donations. Impact Providing pet food assistance is significantly less expensive than the cost of sheltering surrendered animals. The average cost of housing, feeding, cleaning, providing veterinary care, and ultimately placing or otherwise managing a surrendered animal often exceeds the cost of providing several months of pet food assistance to the owner. By preventing even a small number of owner surrenders annually, the Kibble Korner Pet Pantry program can assist the community in keeping their pets in their home while reducing demand on shelter resources and staff time. Attached are copies of my organizational plan as well as a copy of the pet pantry application. Christina Tasker Animal Shelter Manager Enclosures: Organizational Plan, Kibble Korner application 17 ���������� Free Pet Pantry Organizational Plan 1. Purpose & Goals Mission: Provide free pet food and basic supplies to residents in need to keep pets in their homes and reduce shelter intake. Key Goals: •Reduce owner surrenders due to financial hardship •Support low-income and vulnerable pet owners •Strengthen community relationships •Promote responsible pet ownership 2. Target Population •Low-income households •Seniors on fixed income •Unemployed/underemployed individuals •Families experiencing temporary hardship 3. Services Provided •Dog and cat food (dry and wet) •Cat litter •Basic supplies (leashes, collars, bowls) •Limited specialty items (puppy/kitten food, senior diets when available) 4. Distribution Model Option A: Scheduled Pantry Days •During regular business hours 18 •First-come, first-served 5. Eligibility Guidelines •Self-declaration of need •Proof of residency (county only,) •Proof of age (18+ only) •Limit per household (food for up to 3 pets) 6.Inventory & Supply Management Sourcing: •Animal Shelter reserve fund- annually budgeted Storage: •Dry, pest-free storage area •Clearly labeled shelving by type/size •FIFO system (first in, first out) Tracking: •An excel spreadsheet has already been created •Track: o Recipients o Inventory o Number of visits per recipient o Number of application periods 7. Staffing & Volunteers Roles: •Program Coordinator (staff or lead volunteer) 19 •Inventory manager 9. Outreach & Marketing •Social media •Shelter website page •Flyers at: o Libraries o Community centers o Vet clinics •Local media / community newsletters Messaging Focus: •“Keeping pets with families” •“No judgment, just support” 10. Budget Considerations Expenses: •$2,000/month ($24,000/fiscal year) •Food purchases •Basic supply purchases (leashes, bowls, litter, etc.) •Storage bins/shelving 11. Policies & Procedures •Limit quantities per visit •Limit number of visits per application period (6 visits per 6 months) •Clear guidelines for aggressive behavior (both human and pet) •No resale policy 20 •Application with ID cards •Liability waivers 12. Data Collection & Evaluation Track: •Number of households served •Number of pets supported •Amount of food distributed •Reduction in owner surrenders (if measurable) Use data for: •County reporting •Program improvement 13. Implementation Timeline Month 1: •Secure approval & funding •Name the Pantry- conduct a poll with potential options for the “Name” of the pantry and let community decide Month 2: •Launch pilot distribution •Gather feedback •Adjust operations 21 Frederick County Animal Shelter “__________” Enrollment Form Services are available only to Frederick County, VA residents during regular business hours. Applicant Information Full Name: ________________________________ Address: _________________________________ City/State/Zip: __________________________ Phone Number: ____________________________ Email (optional): ________________________ Date of Birth (Age 18+ Required): __________________ Proof of Frederick County residency is required (valid ID, utility bill, or lease). Pet Information Number of Dogs: ______ Number of Cats: ______ Other Pets (type/number): ____________________ Please list pet details: Pet Name | Species | Breed | Age | Special Diet Needs _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ 22 Program Guidelines -Visits limited to 6 per application lifetime (6 per 6 months)-Limit per visit: 1 bag of food OR up to 6 cans of food per pet, with a 3 pet limit.-Supplies are subject to availability.-This program is intended as supplementary assistance. Participant Agreement (Initial Each) _____ I understand this program is meant to be supplementary assistance. _____ I confirm that all animals listed are owned companion animals (not feral or stray animals). _____ I understand assistance is available only as supplies allow. _____ I agree not to take on additional animals while receiving assistance. _____ I agree not to resell, redistribute, or attempt to return any food or care items received. Violation will result in disqualification from future assistance. _____ I understand the shelter reserves the right to deny service or make exceptions based on individual circumstances. _____ I agree to conduct myself in a courteous and lawful manner while on the premises. _____ I understand that inappropriate behavior (on-site or online), discourtesy, or disturbances will result in immediate and permanent disqualification. Liability Waiver I acknowledge that pet food and supplies are provided as donations and may vary in brand and type. I agree that Frederick County Animal Shelter and its staff/volunteers are not liable for any illness, injury, or adverse reaction resulting from use of these products. I accept all items at my own risk. Signature: ____________________________ Date: ____________ 23 Pet Pantry ID Card (Office Use Only) Participant Name: ______________________ ID Number: ____________________________ Approved Pets: ________________________ Start Date: ___________________________ 24 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The Parks & Recreation Director requests a $40,481 FY 2027 General Fund carry forward appropriation representing unspent FY 2026 SGEMF funds for the purchase of a vehicle. No local funds above the existing appropriation are required. Attachments: CF SGEMF for SHP.pdf 25 0-010-000240-2530 26 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The Sheriff requests a $750 FY 2026 General Fund supplemental appropriation representing donations made for the impound lot building. No local funds required. Attachments: SA SheriffDonations.pdf 27 IRBDEITc K COUNTY SHERIFF,r or&Qg Sheriff Lenny Millholtand TO FROM SUBJECT DATE Major Steve A. Hawkins 1O8O COVERSTONE DRIVE WINCHESTER, VIRGINIA 22602 540-662-6168 FAX 540-504-6400 : Sharon Kibler Director of Finance : Sheriff Lenny Millholland : Appropriation of Funds - building : July 17,2026 The Frederick County Sheriff s Office has received donations totaling $750.00, which have been posted to account 3-010-018990-0006. The breakdown of donarions ii as follows: . June 8,2026 - $500.00 from Ms. Henry. June 10,2026 - $250.00 from Ms. Doering We are requesting the total amount of $750.00 be appropriated to line item 31020-8900-000-000 (Improvements Other Than Buildings). These funds will be used for improvements related to the building at the impound lot. Thank you, LWM/adc c.s. 6/10/26 $500 c.s. 6/11/26 $250 28 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The Sheriff requests a $137,704 FY 2027 General Fund carry forward appropriation. This amount represents unspent FY 2026 funds for the impound lot building. No additional local funds above the existing appropriation are requested. Attachments: CF Sheriff Bldg.pdf 29 tRgD Of,f,Ie09B1C6 CoUNTY SHERIFF,s Sheriff Lenny Millholland TO FROM SUBJECT DATE Major Steve A. Hawkins 1O8O COVERSTONE DRIVE WINCHESTER, VIRGINIA 22602 s40-662-6168 FAX 540-504-6400 : Cheryl Shiffler, Director of Finance : Sheriff Lenny Millholland : Carry Forward of funds : August 4,2026 We are requesting the following amounts that were appropriated in FY26 to be carried forward to the FY26 budget year. $137,704.00 was the remainder amount in the improvements other than buildings line item 31020-8900-000-000 for FY26. We are requesting this amount be carried forward to purchase a building to hold emergency vehicles. o Most of these funds originated from an insurance claim received approximately six years ago after a snowstorm damaged the tent that was being used to protect several of our emergency vehicles. o We have begun the planning process and are currently working with the Finance Department to determine the appropriate next steps needed to move this project forward. o Thank you, LWIWadc 30 Building Funds Date Description Amount Notes 2020-Building-reimb.40,020.685 s s 5 s s s s s s 5 s 5 s s s 5 s s s s s ) 5 s s s tY2t FY22 FY23 Building fund Surplus donation Tent Damage Building fund donation donation donation donation donation Building fund donation donation donation donation donation donation Building fund donation donation donation donation Donation donation donation donation donation donation donation donation donation donation 7 ,t50.57 5,000.00 21,950.00 5,200.00 900.00 1,806.00 3,161.00 400.00 225.00 2,259.OO 500.00 302.42 2s0.00 7,752.00 7,500.00 200.00 10,000.00 s s s s s ) 5 s 5 s s 7,907 .00 5,000.00 700.00 1,832.00 L00.00 25.00 1,633.00 100.00 2,771.00 300.00 7,500.00 ending amount S74,121.25 Ending a mount S85,588.25 Ending amount S90,876.67 ending amount in as/400 5108,576.67. adding S1,907 making ending total 5110,483.67 Ms. Brown Ms. Watts mission BBQ Ms.Winters Den nis O'Neal mission BBQ Ms. Coopchik mission BBQ Ms Braithwait Browns FY26 donation 3,651.00 mission BBQ L L FY24 FY25 31 U \.- donation donation donation Donation d onatio n donation 100.00 505.00 1,200.00 1,804.00 500.00 250.00 s 138,454.67 s s s s ) Ralph Bageant Tractor Supply 1000 - Wawa, 200 - Henry mission BBQ Joan Henry Ms. Doering Balance in AS/400 for FY26 5137,704. 5750 appropriation request in Au9.2025 FY27 32 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The HR Director requests a $11,222 FY 2027 General Fund carry forward appropriation representing unspent FY 2026 funds for LaserFiche Personnel Records Management Configuration Project that is currently in process. No additional local funds above the existing appropriation are requested. Attachments: CF HR LaserFiche Project.pdf 33 COUNTY of FREDERICK Michael J. Marciano Director of Human Resources 540/665-5668 Fax: 540/665-5669 E-m ail: michael.marciano@fcva.us TO: Finance Committee FROM: Michael Marciano, Director of Human Resources DATE: June 28, 2026 RE: Carry-Forward Request from Human Resources Department This is a request from the Human Resources Department for a $22,443.75 General Fund supplemental appropriation. This amount represents a carry-forward request for the Laserfiche Personnel Records Management Configuration project. The funds were included in the FY 2025-26 budget to improve and modernize the County's electronic personnel records management system. The project will implement a standardized personnel file structure within Laserfiche, establish records series and templates, configure automated workflows, and improve the organization, retention, accessibility, and long-term management of Human Resources records. A contract with MCCi was executed during FY 2025-26. In accordance with the contract, an initial payment of $11,221.88 was made on June 15, 2026, representing 50% of the total project cost. Work on the implementation commenced in June 2026 and is currently underway. Based upon the implementation schedule established with MCCi, the project is expected to take up to twelve (12) weeks to complete. Because the project extends beyond the close of the fiscal year, a carry-forward of project funding is necessary to ensure the implementation is completed as planned. GL 4-010-012030-3010 We respectfully request approval of these carried-forward funds so this important records management initiative can be completed. This project will significantly enhance the Human Resources Department's ability to securely organize, manage, retrieve, and retain electronic personnel records while improving operational efficiency and records management practices. Should you have any questions, please do not hesitate to contact me. 34 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The NRADC Superintendent requests a $131,126 FY 2027 Jail Fund supplemental appropriation representing increased opioid abatement grant funds awarded. No local funds required. Attachments: NRADC OAA grant.pdf 35 36 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The WRAA Executive Director requests a $1,260,000 FY 2027 Airport Capital Fund supplemental appropriation for the Northside Site Prep Phase 1 construction project. This amount is in excess of the $1,200,000 budgeted. No local funds are required. Attachments: SA WRAA Northside.pdf 37 WINCHESTER REGIONAL AIRPORT 491 AIRPORT ROAD WINCHESTER, VIRGINIA 22602 (540) 662-5786 MEMORANDUM To: Sharon Kibler, Frederick County Finance Director From: Nick Sabo, Winchester Regional Airport Authority Executive Director Date: August 12, 2026 RE: Finance Committee Agenda Item | Northside Site Prep – Phase 1 (Construction) The Winchester Regional Airport Authority (WRAA) requests to amend the appropriation for the project, “Northside Site Prep - Phase (Construction)” included in the approved FY2027 budget. The updated amount reflects the lowest responsive and responsible bid and revised grant reimbursement amount percentages. The project is eligible for 90% reimbursement through the Virginia Department of Aviation (DOAV). The remaining 10% local match will be paid by WRAA funds; therefore, no County funds are required. Expense: 4 - 085 - 081030 - 8801 - 000 - 077, Northside Obstruction Demo, $2,460,050 Revenue: 3 - 085 - 024040 - 0012, State Reimbursement, $2,214,045 3 - 085 - 051050 - 0003, Transfer from Airport Operating Fund, $246,005 We appreciate the support of Frederick County. Please advise if you have questions or need additional information. 38 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The WRAA Executive Director requests a $424,800 FY 2027 Airport Capital Fund supplemental appropriation for the Taxiway Relocation Phase 3 construction project. This amount is in excess of the $7,000,000 budgeted. No local funds are required. Attachments: SA WRAA Taxiway.pdf 39 WINCHESTER REGIONAL AIRPORT 491 AIRPORT ROAD WINCHESTER, VIRGINIA 22602 (540) 662-5786 MEMORANDUM To: Sharon Kibler, Frederick County Finance Director From: Nick Sabo, Winchester Regional Airport Authority Executive Director Date: August 12, 2026 RE: Finance Committee Agenda Item | Taxiway Relocation – Phase 3 (Construction) The Winchester Regional Airport Authority (WRAA) requests to amend the appropriation for the project, “Taxiway Relocation – Phase 3 (Construction)” included in the approved FY2027 budget. The updated amount reflects the lowest responsive and responsible bid. The project is eligible for 95% reimbursement through the FAA Airport Improvement Program (AIP) and 4% reimbursement through the Virginia Department of Aviation (DOAV). The remaining 1% local match will be paid by WRAA funds; therefore, no County funds are required. Expense: 4 - 085 - 081030 - 8801 - 000 - 077, Northside Obstruction Demo, $7,424,800 Revenue: 3 – 085 – 33010 - 0012, Federal Reimbursement $7,053,560 3 - 085 - 024040 - 0012, State Reimbursement, $296,992 3 - 085 - 051050 - 0003, Transfer from Airport Operating Fund, $74,248 We appreciate the support of Frederick County. Please advise if you have questions or need additional information. 40 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Consent Agenda Title: The Deputy County Administrator requests a $20,723 FY 2027 carry forward appropriation of unspent FY 2026 funds representing maintenance projects that are currently progressing. No local funds above the existing appropriation are required. Attachments: CF Maintenance.pdf 41 COUNTY of FREDERICK Jay E. Tibbs Deputy County Administrator 540/665-6382 Fax: 540/667-0370 E-mail: jtibbs@fcva.us 107 North Kent Street  Winchester, Virginia 22601 TO: Finance Committee FROM: Jay E. Tibbs, Deputy County Administrator DATE: August 11, 2026 RE: Carry-Forward Requests The following requests to carry forward funds are submitted by the Maintenance Department. 1.This is a request for a General Fund supplemental appropriation in the amount of $8,581.00. This amount represents a carry forward request for repairs to the sliding gate operator at the Public Safety Building. Parts were ordered in FY 26 but have not yet been received. – GL 4-010-043040-3004-000-006 2.This is a request for a General Fund supplemental appropriation in the amount of $7,250.00. This amount represents a carry forward request for painting the Health Department offices located at 107 N. Kent Street. The project was started in FY26 but was not completed until after the start of the new fiscal year. – GL 4-010-043040-3004-000-003. 3.This is a request for a General Fund supplemental appropriation in the amount of $4,891.67. This amount represents a carry forward request for the installation of key scan and cameras for the Division of Court Services and Fire & Rescue Training at 860 Smithfield Avenue. The installation began in FY26 but has not been completed due to wiring and alarm issues. – GL 4-010-043040-3004-000-087 We respectfully request approval of these carried forward amounts so we can complete these projects. Should you have any questions, please do not hesitate to contact me. 42 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Discussion & Action Items Title: The Deputy County Administrator requests a $744,000 FY 2027 General Fund supplemental appropriation for the purchase and installation of a new rubber roof for the County Administration North and South buildings and the Board of Supervisors meeting room. Of this amount $450,000 is a carry forward of unspent FY 2026 funds approved for the project. The remaining $294,000 represents local funds needed. Attachments: CAB Roof.pdf 43 COUNTY of FREDERICK Jay E. Tibbs Deputy County Administrator 540/665-6382 Fax: 540/667-0370 E-mail: jtibbs@fcva.us 107 North Kent Street  Winchester, Virginia 22601 TO: FROM: DATE: RE: Finance Committee Jay E. Tibbs, Deputy County Administrator August 11, 2026 Carry-Forward & Supplemental Appropriation Requests The following request for a carry forward funds and a supplemental approprition are submitted by the Maintenance Department. 1.This is a request for a General Fund supplemental appropriation in the amount of $744,000. Of this amount, $450,000 represents a carry forward of previously approved Capital Funds for the purchase and installation of a new rubber roof for the County Administration North and South buildings and the Board of Supervisors room. The remaining $294,000 is requested as a supplemental appropriation. The bid was awarded and we are awaiting contract execution. - GL 4-010-043040-8011-000-000 We respectfully request approval of this carried forward and supplemental appropriation. Should you have any questions, please do not hesitate to contact me. 44 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Information & Discussion Items Title: The Deputy Treasurer presents the Treasurer's Office Internal Collections Highlights. Attachments: TreasurerCollectionsHighlights.pdf 45 TREASURER’S OFFICE: INTERNAL COLLECTION HIGHLIGHTS PURPOSE 1. Present levy and collection results based on calendar year 2. Highlight in-house enforcement actions and results 3. Staffing comparable to other localities 46 PP LEVY VS COLLECTED Calendar Year Levy Collected Collection Rate (Year) Cumulative Rate 2022 $82,058,550.08 $75,381,176.90 92% 97% 2023 $86,061,097.79 $79,068,468.00 92% 98% 2024 $83,923,924.16 $77,388,284.00 92% 99% 2025 $86,028,648.74 $79,003,598.00 92% 99% 2026 $86,066,020.01 $49,167,497.84* 57.1%* NA * As of 6/30/26 per G/L Collection is based on calendar year 0.00 10,000,000.00 20,000,000.00 30,000,000.00 40,000,000.00 50,000,000.00 60,000,000.00 70,000,000.00 80,000,000.00 90,000,000.00 100,000,000.00 FY2022 FY2023 FY2024 FY2025 FY2026 Levy vs Collected Levy Collected 47 RE LEVY VS COLLECTED Calendar Year Levy Collected Collection Rate (Year) Cumulative Rate 2022 $68,457,802.99 $66,895,424.94 97.72% 101.4% 2023 $74,579,580.25 $73,256,366.81 98.23% 110.64% 2024 $76,799,976.22 $75,427,992.70 98.21% 100.36% 2025 $83,813,266.32 $82,131,124.28 97.99% 106.94% 2026 $100,877,062.89 $52,150,231.89* 51.70%* NA * As of 6/30/26 per G/L Collection is based on calendar year 0.00 20,000,000.00 40,000,000.00 60,000,000.00 80,000,000.00 100,000,000.00 120,000,000.00 FY2022 FY2023 FY2024 FY2025 FY2026 Levy vs Collected Levy Collected 48 IN HOUSE ENFORCEMENT ACTIONS Collection Action 2022 2023 2024 2025 2026 DMV Stops 9104 7624 9335 5147 136 Bank Liens* 426 416 260 566* 951* Wage Liens 1225 935 938 1129 860 Distress 39 29 39 80 48 Distress - Seizure 21 2 4 3 Distress - Sale 0 1 2 1 1 Debt Set Off 0 0 0 0 0 Judgments 40 65 45 0 8 STAFFING Locality Full Time Part Time Seasonal Size Clarke County 4 0 0 15,609 City of Winchester 7 0 0 28,180 Warren County 8 0 0 39,936 Shenandoah County 7 0 0 42,987 Frederick County 12 0 0 99,955 Fauquier County 17 0 0 70,580 Rockingham County 10 0 0 82,208 Roanoke County 13 2 2 93,805 City of Suffolk 17 1 0 93,825 City of Roanoke 20 2 1 99,348 Hanover County 17 0 0 107,928 Information provided from Treasurer’s Association of Virginia based off 12/31/2025 49 CONCLUSION The Frederick County Treasurer’s Office delivers consistent, cost-effective results through in-house collections and mailings while operating with lean staffing and robust collection tools. 50 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Information & Discussion Items Title: The Commissioner of the Revenue provides Virginia State Code 58.1-3012 regarding the change of a tax rate during a calendar year. Attachments: COR Tax Rate Info.pdf 51 52 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Information & Discussion Items Title: The Finance Director provides a draft policy to establish the County's practice for the transfer and use of revenue generated from the local vehicle license ("decal") fee. Attachments: VehicleLicenseFeeTransportationTransferPolicy.pdf 53 LOCAL VEHICLE LICENSE FEE REVENUE TRANSFER POLICY Effective Date: July 1, 2026 Approved By: Board of Supervisors [date] 1. PURPOSE The purpose of this policy is to establish the County's practice for the transfer and use of revenue generated from the local vehicle license fee. 2. POLICY Beginning with Fiscal Year 2027, revenue collected from the County's local vehicle license fee shall be transferred from the General Fund to the Transportation Fund. The transfer shall be included in the County's annual budget and shall be made in accordance with applicable law and the County's established financial and accounting procedures. 3. USE OF FUNDS Revenue transferred to the Transportation Fund pursuant to this policy shall be available to support transportation-related purposes, as authorized by applicable law and appropriated by the Board of Supervisors. 4. BUDGET AND ACCOUNTING The Commissioner of the Revenue shall: • Prepare vehicle license revenue estimates for the annual operating budget. The Finance Department shall: • Include the anticipated transfer of local vehicle license fee revenue from the General Fund to the Transportation Fund in the annual operating budget; • Record the transfer in accordance with generally accepted accounting principles applicable to local governments and the County's established accounting policies; and • Reconcile actual vehicle license fee collections and the corresponding transfer as part of the County's normal financial reporting and closeout processes. The Planning Department shall: • Prepare Transportation Fund annual budget. 54 • Request Transportation Fund supplemental appropriation approval from the Board of Supervisors for expenditure(s) not included in the adopted Transportation Fund annual budget. 5. EXCEPTIONS Any exception to or deviation from this policy shall require approval by the Board of Supervisors. 6. RESPONSIBILITY The Finance Department is responsible for administering this policy and ensuring that the transfer is incorporated into the annual budget and financial records. 7. EFFECTIVE DATE AND REVIEW This policy shall be effective July 1, 2026, and shall remain in effect until amended or rescinded by the Board of Supervisors. 55 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Information & Discussion Items Title: The County Administrator will provide information on Architectural & Engineering (A&E) services. Attachments: 56 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Information & Discussion Items Title: The County Administrator will discuss the plan for the Transient Occupancy Tax (TOT) ("tourism") policy. Attachments: 57 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Information Only Items Title: The committee previously requested a review of Fire & Rescue agreements and funding policies. Information is anticipated to be provided at the next Finance Committee meeting. Attachments: 58 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Information Only Items Title: FY2026 Q4 Financial Snapshot: Financial information for the quarter ended June 30, 2026 is not yet available. Revenue accruals remain open for 45 days following year-end, and the final FY2026 accounts payable payment run is scheduled for August 25, 2026. Consistent with normal practice, year-end financial information will be provided once these processes are complete to ensure the information presented is accurate and complete. Attachments: 59 Finance Committee Agenda Item Detail Meeting Date: August 19, 2026 Agenda Section: Information Only Items Title: FY2026 Financial Audit and ACFR Schedule: The FY2026 financial audit is currently scheduled to begin with preliminary on-site fieldwork the week of August 24, 2026, followed by final on-site fieldwork the week of September 21, 2026. The auditors typically provide the County with a draft Annual Comprehensive Financial Report (ACFR) in mid-December for staff review and preparation of the Management Discussion & Analysis (MD&A). The final ACFR is expected to be available by the end of December. Attachments: 60