April 07, 1993 Special Meeting
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A Special Meeting of the Frederick County Board of supervi-
sors was held on wednesday, April 7, 1993, at ~:oo a.m., in the
Board of Supervisors' Meeting Room, Frederick county courthouse,
Loudoun Street Mall, Winchester, virginia.
PPRgENT: Chairman Richard G. Dick; Vice-Chairman W.
Harrington Smith, Jr.; James L. Longerbeam; Robert M. Sager;
Beverly J. Sherwood; and Charles W. Orndoff, Sr.
CALL TO ORDER
The chairman called the meeting to order.
RESOLUTION DESIGNATING FREDERICK COUHTY AS RESPONSIBLE
APPLICANT FOR BLIZZARD OF 1993 COST RECOVERIES - APPROVED
Upon motion made by W. Harrington smith, Jr., seconded by
Robert M. Sager, and unanimously passed, the following resolu-
tion was approved:
BE IT RESOLVED by the Board of Supervisors of Frederick
County, Virginia, that Thomas W. Owens, director of Fire and
Rescue or Addison E. Slayton, Governor's Authorized Representa-
tive, is hereby authorized to execute for and in behalf of
Frederick County, a public entity established under the laws of
the State of Virginia, this application and to file it in the
appropriate State office for the purpose of Obtaining certain
Federal financial assistance under the Disaster Relief Act
(Public Law 288, 93rd Congress) or otherwise available from the
President's Disaster Relief Fund.
THAT Frederick County, a public entity established under
the laws of the State of Virginia, hereby authorizes its agent
to provide to the State and to the Federal Emergency Management
Agency (FEMA) for all matters pertaining to such Federal disas-
ter assistance the assurances and agreements printed on the
reverse side hereof (on file in the county administrator's
office).
The above motion was passed by the following recorded vote:
Richard G. Dick - Aye
W. Harrington Smith, Jr. - Aye
James L. Longerbeam - Aye
Robert M. Sager - Aye
Beverly J. Sherwood - Aye
Charles W. Orndoff, Sr. - Aye
BLIZZARD OF 1993 STAFF CRITIOUE MEETING
Fire and Rescue Director Thomas Owens reported to the board
that this meeting, as requested by the board in a previous
meeting, has been set for Tuesday, April 13, 1993, in the Board
of Supervisors' Conference Room.
BUDGET WORKSESSION
Supervisor Smith began the worksession by stating he wanted
to set the media straight regarding the county's fund balance.
He explained the county's account was set up like a checking
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account, you designate so much for "committed funds" and the
remainder is to be used for "uncommitted funds" or unexpected
cost. The fund balance for Frederick County for "uncommitted
funds" has been budgeted in the amount of five to six million
dollars and the county is planning to use about a million of
those funds to help balance the budget. The management study
and economist state that the uncommitted fund balance should be
at least 10 percent of a locality's total budget. Since the
county's budget is $80 million dollars, $8 million dollars
should be held in uncommitted funds.
School Board Budget
School Superintendent Thomas Malcolm and School Finance
Director James Boyd were in attendance and provided to the board
documentation for the School Board's budget and to explain the
major increases in the schools' budget amounting to $4,025,201
(this figure is inclusive of county money). The increases in
school funds are outlined as follows:
. $1,561,782 - start-up cost at Sherando and James Wood
Middle schools;
. $793,860 - four percent salary increase for teachers;
. $165,282 - two percent salary increase for all other
employees;
. $220,231 - 15 percent increase in health insurance
premiums (approximate amount, could be less but
workmen's compensation will increase due to tragedy
this year);
. $917,081 - additional system positions (36);
. $76,600 - increase in curriculum development and staff
training;
. $50,563 - increased payments to NREP & D.J. Howard;
. $24,730 - four additional lease/purchased buses
(purchase represents a cut of four buses from original
School Board request of eight additional buses);
. $271,072 - increase in fuel, insurance, supplies and
other obligations (due to inflation of services); and
. $56,000 is a decrease in payments to textbook fund.
The 15 percent increase in health insurance premiums
represents an estimated percentage until the exact percentage
can be determined on the anniversary date of the School Board's
health insurance plan. This percentage may be less, but due to
a tragedy in this fiscal year, the workman's compensation rates
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will increase. The county has used a figure of 25 percent but
also hopes to be able to reduce this percentage. The schools
and county participate in two different plans and explains the
different percentages that have been used in the budget. Staff
is trying to keep insurance premiums at present level but also
provide to the employees the same benefits.
The increase in the payments to NREP and D.J. Howard is due
to an increase in student enrollment.
Instruction
James Boyd briefly explained the breakdown of the
$3,160,274 increase in this category.
The six percent increase in allocations for instructional
supplies represents the instructional supplies that have been
requested by teachers and equals about $12,000. This line item
has been budgeted at present level for the past few years.
Superintendent Malcolm presented to the board Mr. Rhodes
transcript of statements he made at the Board of supervisors'
public hearing meeting held in March, 1993. He referred to a
particular statement made by Mr. Rhodes that "If there was 75
percent of the dollars going to the kids in this county directly
as (a) form of education instead of almost the vice versa, maybe
forty cents on the dollar (would) get to the classroom" was
incorrect. Superintendent Malcolm explained this statement was
false and the actual percentages for funding the School Board
budget are as follows:
.
Instruction (includes personnel cost)
Maintenance
Transportation
Administrative, Attendance, and Health
85%
5%
5%
5%
.
.
.
The superintendent also quoted a section from the manage-
ment study:
"The most readily apparent strength of the school
system is its ability to provide a quality educational
program for close to 8,700 students with a very lean
top management structure that basically consists of
the superintendent, the Assistant Superintendent for
Administration, and the Assistant Superintendent for
Instruction. In addition, strong supporting special
staff members have been recruited in key areas such as
Transportation and Finance. Also, appropriate author-
ity and responsibility has been delegated to Princi-
pals, which facilitates operating with a lean manage-
ment structure."
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supervisor smith stated the transcript of Mr. Rhodes
statement from the public hearing was very misleading.
supervisor Sherwood asked what the state average percentage
was for administrative related cost and the superintendent
replied that he believed the industry average was 3 or 4 percent
and the School Board was one-half of that percentage. supervi-
sor Sherwood went on to explain that the information she ob-
tained showed the national average for administrative costs
(based on actual expenditures-not people) was 4.6 percent and
that the School Board was spending 5.4 percent. The report also
showed Fauquier county's percentage in administrative expendi-
tures was 4.0 percent which means they are below the national
average. Superintendent Malcolm stated this was hard to believe
since Frederick County's School Board budget, in total, was less
than any of the surrounding counties. He did not understand why
Fauquier county could be below the national average when their
total budget was more than Frederick county's. Chairman Dick
requested the superintendent to look into this matter and
present his findings to the board.
Administrative. Health. and Attendance
In this category, the School Board was requesting an
increase of $177,964 over last year's budget.
Supervisor Orndoff asked if principals were included in
this category. Superintendent Malcolm explained that principals
are budgeted under the instruction category and have been
budgeted to receive two percent increases. TeChnically, princi-
pals should be receiving a four percent increase since the state
has stated instructional personnel should receive same. Super-
visor Orndoff also wanted to know if any new administrative
positions were included in this category. Three positions were
included in the budget, two in the instruction category -
administrative assistant for middle school level and a position
in Mrs. Taylor'S office as recommended by the management study;
and the third is in the operations and maintenance category -
assistant supervisor for buildings and grounds in Mr. Rickard's
office as also recommended by the management study. There was
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some controversy between the board members regarding the manage-
ment study and whether or not it had been accepted and adopted
by the board and used for budget purposes.
Supervisor Longerbeam asked to be put on record stating
that when he was running for supervisor, he heard numerous
comments regarding automobiles, top heavy administration in the
school system, wasteful spending, etc. As a result, he suggest-
ed that a management stUdy be prepared. He felt Public Adminis-
tration Services prepared an intelligent study and believed the
study was a very valid and credible document. He felt Frederick
County had an excellent school system and government.
Supervisor smith concurred with supervisor Longerbeam. He
felt the study showed the county's strong points and weaknesses.
Supervisor Orndoff stated he felt the consultants prepared
the management study with the information submitted by the
departments and felt it was a waste of county money.
Supervisor Sherwood felt the board's comments should have
been included in the management study before it was used for the
budgetary process and asked that the management study be placed
on the board's agenda for discussion.
supervisor Sager asked that the 125 Plan be explained.
Superintendent Malcolm stated the 125 Plan is a plan that allows
employees to pay for certain services with pre-taxed dollars and
allows the employee to save money and also helps the system save
money. The employee estimates, as close to the amount as he or
she can determine, what will be spent during the year for
defined services, then payroll deductions are made before taxes
and placed in a fund for payment of the defined services. If
the employee does not spend or exceeds the amount deducted, a
penalty is assessed and this procedure is an admonishment from
the very beginning. County Administrator John Riley explained
that the administration side was looking into this plan also.
Transportation
In this category, an increase of $311,797 was needed in
additional funding. This figure represents two percent salary
increases, 19 new positions (16 bus drivers, 2 bus driver
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assistants, and 1 mechanic), increased cost due to the addition
of 14 buses, and funds to lease/purchase 14 additional buses.
With the addition of one mechanic, outside repairs and mainte-
nance services were reduced, along with vehicle insurance costs.
with the addition of one mechanic, and since the new bus bay was
cut from this budget to reduce funding, Superintendent Malcolm
explained that rotating shifts would have to be set up to
accommodate the need for more space.
The buses included in this category was questioned.
Superintendent Malcolm explained that the new buses were needed
for the following reasons:
1. Increase in students,
2. Additional bus routes,
3. Plans to do away with early/late schedule,
4. Two high schools instead of one,
5. Three middle schools instead of two, and
6. The implementation of a tiered busing plan.
The four buses that were cut from the original budget would
have replaced old buses if purchased. If any additional buses
have to be cut from this budget, it will effect the tiered
busing plan along with other programs planned for this budget
year (more detailed information was presented to the board and
is on file in the county administrator's office).
Maintenance
In this category, an increase of $352,779 was needed in
funding. This amount represents two percent increase for
employees, seven new employees (5 custodians, 1 security guard,
and a maintenance foreman), increase in health insurance,
additional expenses for Sherando and costs for recycling servic-
es, increase in repair and maintenance supplies, and replacement
of equipment at Robert E. Aylor Middle School.
The security guard positions were questioned in this
category and Superintendent Malcolm explained the schools
currently have one security guard assigned to the James Wood
Ridge campus and his responsibilities include: monitoring the
school parking lot, transportation agent from James Wood Ridge
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to James Wood Amherst, traffic control at Amherst campus (city
does not provide these services because of shortage in staff),
monitors all schools in the summer when they are empty, and
provides security at night (athletic and dance events). The ne
security guard position in this budget will be assigned to
Sherando High School.
Facilities
In this category, an increase of $15,200 was needed in
additional funding. The $25,800 total amount budgeted in this
category represents architect fees to allow drawing of bid
specifications and consultations on building or repair projects
to existing buildings (heating, air-conditioning, roof, etc.,
problems).
School Food Services
In this category, an increase of $17,241 was needed in
additional funding. The total amount of $511,185 budgeted in
this line item is formula driven using anticipated students for
the budget year. This category is offset by State and Federal
revenues.
Transfers to Other Funds
In this category, a decrease of $10,054 was budgeted. This
figure represents an increase of $45,841 of funds needed for
transfer to D. J. Howard and a decrease of $55,895 for transfers
to the School Textbook Fund.
General
Supervisor Sherwood questioned why there were more drivers
budgeted (16) than buses (14). Four of the 16 positions are
full-time substitutes and two of the 14 buses are activity buses
and do not need full-time positions.
Supervisor Sager asked what percentage of total county
vehicle maintenance was handled by school personnel. Superin-
tendent Malcolm could not quote a percentage but stated that if
any mechanic positions were cut, it would be impossible for the
staff to handle the work load.
Superintendent Malcolm stated, for the record, he would
like the board to review the information he presented regarding
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a budget survey that was conducted of how other school divisions
were funded (on file in the county administrator's office). One
of the results showed that out of the 23 divisions surveyed, no
one did or heard of producing a surplus during the current
budget year to balance the fOllowing year's budget.
Chairman Dick stated that he will be appointing, after the
April 14th board meeting, a commission, consisting of a member
of the Board of supervisors, school Board, and a private citi-
zen, to look at budget formulas for funding the school system,
etc., and make a recommendation to the board for possible
implementation.
supervisor Sherwood asked if the School Board had purchased
property yet with the bonds that had been approved. She felt
the School Board could wait to purchase property. The School
Board has not purchased the property but superintendent Malcolm
explained that the longer you wait to purchase land the more
expensive it will be. The application for bond sales in the
amount of $5,740,000 approved by the board in February was to:
1. $2,840,000 to finish the Sherando project (includes
$850,000 to county for park projects, $500,000 bor-
rowed to do roof repairs) and is scheduled to be under
budget;
2. $1,000,000 to finish the James Wood Ridge conversion;
3. $700,000 to covert James Wood Amherst into a middle
school; and
4. $1,200,000 to purchase generic land (possible third
high school, elementary school, or a transportation
department).
The bond sale is set for April 14th and Superintendent Malcolm
explained to cancel the land sales, at this late time, would
cause implications to the county. The implication of the land
component is $148,000 in debt service for next year.
Administration Budqet
John Riley presented to the board the budget proposed for
FY 93-94 to date. He suggested various cuts that could be made
to the budget that would reduce the total expenditures and would
require a 12 cent real estate tax increase to balance same
(included a $1,000,000 cut to the School Board but $500,000
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would be returned in December - this amount would equal salary
increases for school employees).
At this time, the board reviewed the individual department
funding requests and the following discussions and actions took
place.
Committee to studv Countv Supplements to Constitutional
Officers and Staff - APPROVED
Chairman Dick requested that county supplements to consti-
tutional officers be cut. Since the Clerk and Commissioner of
Revenue receive no county funds, he felt no constitutional
officer should receive supplemental funds from the county. The
board was not clear at this time the impact this would have on
the departments and requested further study before a motion or
vote could be made to cut this funding.
Upon motion made by James L. Longerbeam, seconded by W.
Harrington Smith, Jr., to appoint a committee to study county
supplements to constitutional officers and staff and make a
recommendation for the next fiscal budget process.
The above motion was approved by the following recorded
vote:
Richard G. Dick - Nay
W. Harrington Smith, Jr. - Aye
James L. Longerbeam - Aye
Robert M. Sager - Nay
Beverly J. Sherwood - Aye
Charles W. Orndoff, Sr. - Aye
Chairman Dick stated that he felt the board was being
reluctant to live up to their responsibilities.
Supervisor Longerbeam stated that he was willing to face
responsibility but he felt it should be done in a rational way.
Countv Administrator's Fund
Assistantcountv Administrator's position - POSITION NOT TO
BE FIT.urn AT THIS TIllE
The assistant county administrator's position will be
vacant effective May 3 and Robert M. Sager moved to freeze the
position and Charles W. Orndoff, Sr., seconded the motion.
Supervisor Sherwood was concerned about the workload that would
be placed upon the county administrator. The county administra-
tor requested that funds be available to hire extra help if the
workload became to much even with the help of existing staff.
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Supervisor Smith requested that the term "freeze" not be used i
the motion.
Upon motion made by Robert M. Sager, seconded by Charles w.
Orndoff, Sr., to amend the above motion that the assistant
county administrator's position will not be filled during the
present fiscal year.
The above motion was passed by the following recorded vote:
Richard G. Dick - Aye
W. Harrington Smith - Aye
James L. Longerbeam - Aye
Robert M. Sager - Aye
Beverly J. Sherwood - Aye
Charles W. Orndoff, Sr. - Aye
Board of Assessors
General Reassessment To Be Delaved One Year - DENIED
Beverly J. Sherwood moved and James L. Longerbeam seconded
to delay the general reassessment for one year due to the
economy.
The above motion was denied by the following recorded vote:
Richard G. Dick - Nay
W. Harrington smith - Nay
James L. Longerbeam - Aye
Robert M. Sager - Nay
Beverly J. Sherwood - Aye
Charles w. Orndoff, Sr. - Aye
Electoral Board and Officials
Miscellaneous equipment budgeted in this fund represents
the need for additional voting machines.
Inspections
The contractual services budgeted in this fund will be cut
$12,600 as requested by the public works director in his memo-
randum submitted to the board during this worksession.
Fire and Rescue
Supervisor Sherwood asked about the return of funds for
E-911. John Riley stated legislation that has gone through the
General Assembly is still being evaluated to determine how the
money can be spent. Intentions are to try and spend these funds
more for operational expenditures instead of capital expendi-
tures, to include dispatchers and continuing cost to run E-911.
The city is fiscal agent and a number of items are being negoti-
ated, creating a central communications board to oversee the
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ntire operation, but not much progress is being made. The
tariff funds that are going into E-911 are not being
at this time until such an agreement is adopted with
The $185,000 budgeted relates to E-911 calls and
of the computer system. The initial $130,000 invest-
for E-911 has been recouped through E-911 fees but funds in
budget represent payments to central dispatch for the E-911
ortion of the budget.
Two Firefiahters to be Hired for Reynolds store Fire
Companv in FY 93-94. One position to Beain in Julv. The
Second in Januarv - APPROVED
John Riley stated first intentions were to hire an assis-
tant fire marshal at $58,000 (includes outfit and vehicle) but
after further review it was determined that two career fire-
fighters should be hired instead to cover the northwestern
section of the county. Costs for two firefighters would be
approximately $50,000 (includes fringes) and these funds would
ave to be added to the budget.
Information was sent to the board members regarding re-
sponse statistics but some board members did not recall receiv-
ing same and asked that this information be forwarded to them as
soon as possible.
Upon motion made by Beverly J. Sherwood, seconded by James
L. Longerbeam, to hire two new firefighters for FY 93-94, one
position to begin in July and the second in January, and will be
assigned to the Reynolds Store area, and $50,000 be appropriated
for same.
The above motion was passed by the following recorded vote:
Richard G. Dick - Nay
W. Harrington Smith, Jr. - Aye
James L. Longerbeam - Aye
Robert M. Sager - Nay
Beverly J. Sherwood - Aye
Charles W. Orndoff, Sr. - Aye
Refuse Collection
In this fund, the lease purchase of two additional compac-
tors/containers was budgeted.
General Engineering
A memorandum from the director of public works was present-
ed to the board members with suggested cuts to funds that follow
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under this category. The cuts were as follows: $12,600 in
inspections, $26,600 in engineering ($20,000 for stormwater
improvements), $5,500 in refuse collection, $2,800 in litter
control, $20,564 in county office buildings, $1,000 in animal
shelter, and $87,300 in landfill refuse disposal (this amount
does not effect general fund).
Following further discussion, the board agreed that
$20,000 for stormwater improvements and $20,564 for county
office buildings should not be cut from this fund.
Parks and Recreation
In this fund, $50,000 of total budgeted funds are related
to the Sherando School project.
Sherando Park
Line item 10-7110-7900 was reduced to $2,590 (department
originally requested $132,590) as the underground walkway
project was eliminated by staff.
Economic Development
The major increases in this budget represents the hiring of
a research analyst last year which was paid for with private and
IDA funds at no cost to the taxpayers, along with advertising to
attract interested graphic and printing businesses, and contrac-
tual services with the Chamber of Commerce for tourism.
Gypsv Moth
Funds in the amount of $15,000 were cut from this budget
(as suggested by the gypsy moth coordinator) before it was
submitted to the board and included: $2,000 from line item
1005-000 (Compensation of Extra), $10,000 from 3002-000 (Profes-
sional Services), $500 from 4003-001, $500 from 5401-00 (Office
supplies), 1,000 from 5413-00 (Other operating Supplies), and
$1,000 from 5506-00 (Travel).
At this time the board concluded the review of the budget
and the following discussions and actions took place.
Supervisor Smith stated that a lot of work went into the
budget this year and he felt negotiations were handled well. He
thanked everyone who was involved in the budget process for
their hard work.
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supervisor Orndoff questioned superintendent Malcolm about
the land already owned by Frederick county and what they plan to
do with it. Superintendent Malcolm stated the county would
either keep it or declare it surplus and sell it but he felt the
purchase was a good idea at the time because development was up
in Frederick county and it was thought a new elementary school
would be needed (Gainesboro school was reopened and development
slowed down). superintendent Malcolm felt it would be a good
idea to hold on to the land because it will be needed within the
next ten years or so and to sell now and buy later would be more
costly to the county.
supervisor Sager stated he attended this worksession to
reduce the budget and that previous sessions should have been
used to address any and all increases, as well as personnel.
Supervisor Sherwood stated the welfare and education of the
children of Frederick County was very important to her. She did
not want their education to be effected by decisions that had to
be made by the two boards. She felt there were ways to cut
expenses in areas that would not effect the programs that were
planned for next year and hoped the $1,000,000 proposed to be
cut from their budget would not do this.
Chairman Dick stated the board tries to do what's best for
the citizens of Frederick county. He hoped the committee
appointed to look at funding strategies would help the communi-
cation process between the School Board and Board of supervisors
and save a lot of misunderstanding during the entire process.
He also expressed his appreciation to Superintendent Malcolm and
staff, teaching profession and the School Board, for a job well
done but the county had to do what they could afford.
Supervisor Longerbeam felt the ultimate decision was based
on what was fair to the taxpayers of Frederick County. At this
time, there were too many demands and not enough money. He felt
that if the county had the money to fund the School Board's
first budget request, the county would have done so.
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Supervisor smith reminded the board that he felt it was a
mistake the year the tax rate was set at 43 cents. He hoped
next year the board could do better to fund budget requests.
Superintendent Malcolm stated this was the worst budget
process he had experienced, both emotional and physical. He
would support anything the board could do to de-emotionalize the
budget process. He asked that the $1 million cut from the
School Board's budget be done in a lump sum and not categorical-
ly so the School Board could meet and give him some direction
before the final action of the board on the budget scheduled for
April 14.
FINANCE TO PREPARE BUDGET RESOLUTION TO INCREASE FREDERICK
COUNTY REAL ESTATE TAX RATE 12 CENTS - APPROVED
John Riley briefly outlined the cuts and additions made by
the board during this worksession. They are as follows:
Cuts
1. $165,000 - capital and Operating Reserve;
2. $195,000 - salary increases of 4 percent delayed until
mid year;
3. $200,000 - resigned positions (inClUdes fringes);
4. $28,500 - additional engineering cuts (does not
include stormwater and Old J. C. penneys and Gore
school funds); and
5. $1,000,000 - School Board funding (equals salary
increases for employees but funds should be cut as
directed by the School Board).
Additions
1. $50,000 - two new firefighter positions; and
2. $500,000 to School Board in mid December.
with the changes to the budget as described above, a 12
cent real estate tax increase was proposed by the county admin-
istrator to balance the budget for Fiscal Year 1993-1994.
Upon motion made by James L. Longerbeam, seconded by Robert
M. Sager, for the finance department to prepare a budget resolu-
tion increasing the real estate tax 12 cents and to include
changes and cuts to the budget as presented above.
The above motion was passed by the following recorded vote:
Richard G. Dick - Aye
W. Harrington smith - Aye
James L. Longerbeam - Aye
Robert M. Sager - Aye
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Beverly J. Sherwood - Nay
Charles W. Orndoff, Sr. - Aye
Supervisor Sherwood voted against this motion as she felt
more cuts and other sources of funding could be used to balance
the budget without increasing taxes. She felt citizens of
Frederick County were going to have a hard time paying any tax
increase.
UPON !lOTION MADE BY ROBERT II. SAGER, SECONDED BY CHARLES W.
ORNDOFF, SR., AND PASSED UNANIMOUSLY, THE BOARD OF SUPERVISORS
ADJOURNED AS THERE WAS NO FURTHER BUSINESS TO DISCUSS.
sors