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HomeMy WebLinkAbout2004-02-04 ACTIONS Board of Supervisors Meeting of February 4, 2004 February 6, 2004 AGENDA ITEM/ACTION Call to Order. Meeting was called to order at 9:03 a.m., by the Chairman. Ali BOS members were present. Also present were Bob Tucker, Larry Davis, Wayne Cilimberg and Georgina Smith. 4. From the Public: Matters not Listed on the Agenda. · There was no one. 5. Presentation: Certificates of Appreciation. · Certificate of Appreciation presented to Karen Powell for serving on the Board of Social Services. 6.2. Request to participate in FY 2004-05 VDOT Revenue Sharing Program. · INDICATED their intentions to participate in both the Revenue Shadng Program and the Supplemental Revenue Shadng Program for FY2004-05. 6.3. Monterey Farm Road Name Change Request. · APPROVED the new read name as requested and granted staff the authority to coordinate/implement the change. 6.4. Request donation of surplus PC hardware to Charlottesville/Albemarle Boys and Gids Club. · APPROVED the donation of the PC hardware, to the Charlottesville/Albemarle Boys and Gids Club. 6.5. Health Department request use of FY 2003 local carry-over funds for FY 2004 budget shortfall. · APPROVED. 6.6. Appropriation: Democratic Presidential Pdmary Election, $34,940 (Form #2004058). · APPROVED appropriation ~2004058, in the amount of $34,940, for the Democratic Presidential Pdmary election: 6.7. Route 20 North Sidewalk Installation Project Request to purchase portions TMP 78-58K and 78-58G1. · APPROVED the purchase of the Wynne and Dorrier Road frontage parcels and AUTHORIZED the County Executive to execute the Purchase Agreements and Deeds on the County's behalf. 7a. Update on Route 795 (Blenheim Road). Jim Bryan · An update was provided to the Board along with public comments. Lindsay Dottier · Informed the public that they would have a chance to make comments on Route 795 at the February 11 Board meeting. 7b. Transportation Maffers not Listed on the Agenda. ASSIGNMENT Clerk: Prepare letter for Chairman's signature to go to VDOT indicating intent and provide copies to Jim Bryan and Planning, Tex Weaver. Proceed as directed. Michael Culp: Proceed as directed. Clerk: Forward letter to Dr. McLeod informing her of the approval. Clerk: Forward signed appropriation form to Melvin Breeden and copy appropriate individuals. County Attomey: Proceed as directed and provide Clerk with copy of the signed documents for file. Clerk: Forward comments to Jim Bryan. -Page 1- Sally Thomas · Mentioned the pot holes on Route 250 west. 8. Overview of Status of Rivan na Authorities projects, Michael Gaffney, Chair, RWSA/RSWA. RECEIVED. Charlottesville-Albemarle Commission on Children and Families (CCF) Report on the Comprehensive Services Act - Cost Containment Subcommittee Report, Paul McVVhinney. APPROVED the report and it's recommendation. Clerk: Schedule additional time for Mr. Gaffney to complete his presentation. 10. PVCC Annual Report, Dr. Frank Friedman. · RECEIVED. 11. Board to Board Presentation, School Board Chairman. · RECEIVED. 12. Recreational Needs Assessment - Phase 1 Report, Pat Mullaney. · RECEIVED. 13. Strategic Plan Quarterly Report. · RECEIVED. 14. Presentation: Comprehensive Annual Financial Report for Fiscal Year Ended June 30, 2003, Ed Koonce andJack Farmer. · RECEIVED. 15. Closed Session: Personnel Matters. · At 12:35 p.m., the Board went into closed session. 16. Certify Closed Session. · At 3:10 p.m., the Board reconvened into open session ~17. Clerk: Prepare appointment letters, update Boards and Appointments. APPOINTED Marcia Joseph to the Planning Commission as the At- Large member, with said term to expire December 31, 2005. · APPONITED Alice Fitch to the Equalization Board as the representative of the Samuel Miller District, with said term to expire December 31,2004. 18. Community Development Block Grant. To provide information on the availability of Community Development Block Grant (CDBG) funding for housing and community development needs in the County. · SET the public hearing for, March 3, 3004 for discussion of any proposed applications for Community Development Block Grant. 19. CPA-2003-003. Affordable Housinq Policy. Proposal to amend the Albemarle County Comp Plan to include an affordable housing policy as a new section of the Plan & to amend other sections of the Plan to reflect this policy. · APPROVED CPA-2003-003, by a vote of 4:2, the proposed Affordable Housing Policy and related text amendments to the Corn prehensive Plan. 20. Second Quarter Financial Report. Commissions book and notify appropriate persons. Clerk: Advertise the public headng. (Note: Hearing has been re, scheduled for Apdl 7~). -Page 2- ACCEPTED the Second Quarter Financial Report for FY03/04. OMB: Proceed as directed. Update on FY 2005 Revenue projections and budget guidance. ACCEPTED the updated FY05 Revenue Projections and APPROVED the revised allocation of the increased local tax revenues between General Government and the School Division. 22. Presentation: Southern Urban Area "B" Study Update. · MOVEDto March 3, 2004 Board meeting. 23. From the Board: Matters Not Listed on The Agenda. Sally Thomas · Reminded Board members of a meeting to be held at the Holiday Inn on the next phase of the consultants report on Route 29 North. 24. Adjourn, · The meeting was adjourned at 4:45 /gas -Page 3- COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: Revenue Sharing Program SUBJECT/PROPOSAL/REQUEST: Request by the County to participate in FY 2004-05 VDOT Revenue Sharing Program STAFF CONTACT(S): Messrs.,Tucker, Foley,Cilimberg,Benish,Wade AGENDA DATE: February 4, 2004 ACTION: CONSENT AGENDA: ACTION: X ATTACHMENTS: Yes REVIEWED BY: BACKGROUND: ITEM NUMBER: IN FORMATION: INFORMATION: VDOT's Revenue Sharing Program provides an opportunity for the County to receive up to an additional $500,000 for road improvements in each fiscal year. The program requires a dollar-for-dollar match by the County, resulting in a total commitment of up to $1,000,000 towards mprovements to the local road system in each fiscal year. The County's match is allocated in its Capital Improvements Program (CIP) which is currently programming $450,000 for revenue sharing in FY 2004-05. The Revenue Sharing Program enables the County to better implement the Priority List of Road Improvements approved by the Board by providing an additional infusion of funds which can accelerate the planning and construction of roads projects on the list. The County has participated in this program since 1988. STRATEGIC PLAN: 3~1 Make the County a Safe and Healthy Community in which citizens feel secure to live, work and play. 3.3 Develop and implement policies that address the County's growth and urbanization while continuing to enhance the factors that contribute to the quality of life in the County. DISCUSSION: The County must formally request participation in the FY 2004-05 program by March 1, 2004. Attached is a draft letter of intent to participate in the program. VDOT has identified major reconstruction of Proffit Road in the Six Year Secondary Road Plan for Revenue Sharing funds in FY 2004-05. This project is also scheduled to receive revenue sharing in FY 2005-06. Additionally, VDOT has requested that the County indicate its intent to participate in the Supplemental Revenue Sharing Program for FY 2004-05. The attached letter also indicates the County's intent to participate in this program. Funds for this Supplemental round come from unused allocations from the previous fiscal year (FY 2003-04). VDOT will not know the specific additional amount available to participating localities until December, 2004. The combined requests for participation in the FY2005-05 Revenue Sharing Program and Supplemental Revenue Sharing Program could potentially call for a County match in excess of the $450,000 currently budgeted in the CIP for FY 2004-05. However, historically funds available from VDOT for the annual program and supplemental funding have not always exceeded $450,000. Therefore, it is staff's opinion that the County should indicate its intent to fully participate in both the FY 2004-05 Revenue Sharing and the Supplemental Revenue Shadng Programs. This wil provide the opportunity to receive the maximum additional infusion of funds towards eligible trans Dortation projects, many of which have experienced significant delays due to VDOT funding constraints in the Six Year Secondary and Primary Road Construction Programs. Indicating the County's intent at this time does not commit the County to participate in the two programs beyond the $450,000 programmed in the CIP in FY 2004-05, leaving that decision to the Board once the grants are awarded by the Commonwealth Transportation Board. RECOMMENDATIONS: Staff recommends the County indicate its intent to participate in both the Revenue Sharing Program and the Supplemental Revenue Sharing program in FY2004-05 through the attached letter. 04.008 March 1, 2004 County Primary and Secondary Road Fund (Revenue Sharing Program) Code Of Virginia, Section 33.1-75-1 Fiscal Year 2004-05 County of Albemarle Mr. Michael A. Estes, P.E, Local Assistance Division Virginia Department of Transportation 1401 East Broad Street Richmond, VA 23219 Dear Mr. Estes: The County of Albemarle, Virginia, indicates by this letter its official intent to participate in the initial "Revenue Sharing Program" for Fiscal Year 2004-05. The County will provide up to $500,000 total for these programs, to be matched on a dollar-for-dollar basis from funds of the State of Virginia. The County indicates its intent to participate in the Supplemental Revenue Sharing Program based on the availability of funds. The County worked with its Resident Engineer, and developed the attached prioritized list of eligible items of work recommended to be undertaken with these funds. The County also understands that the program will be reduced on a pro rata basis if requests exceed available funds. Sincerely, Mr. Lindsay Dorrier Chairman Board of Supervisors Attachment (Priority listing of project) Cc: Resident Engineer COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: Monterey Farm Road Name Change SUBJECT/PROPOSAL/REQUEST: Road Name Change Request STAFF CONTACT(S): Messrs. Tucker, Foley, Cilimberg, Weaver AGENDA DATE: February 4, 2004 ACTION: CONSENT AGENDA: ACTION: X ATTACHMENTS: REVIEWED BY: BACKGROUND: ITEM NUMBER: INFORMATION: INFORMATION: Yes . ~/ Pursuant to Part I, Section 6 (e) of the Albemarle County Road Naming and Property Numbering Manual, road name change requests may be forwarded to the Board of Supervisors for approval upon validation of the following: Landowners of more than fifty (50) percent of the parcels served by the road in question have signed a petition in favor of a common road name, and that the proposed road name is otherwise consistent with other road name guidelines (not a duplicate name, etc.) outlined in the Manual. STRATEGIC PLAN: 3.1 Make the County a safe and healthy community in which citizens feel secure to live, work and play. DISCUSSION: Request to change the road name of Monterey Farm to Memory Lane at the request of the sole landowner (see attached letter). The landowner will be responsible, for costs associated with new signage. A map indicating the location of the road is also attached. This change meets the above criteria for road name changes. RECOMMENDATION: Approve the new road name as requested and grant staff the authority to coordinate/implement the above referenced change. 04.006 26-0~-04P12:16 RCVD COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: PC Hardware Donation for Charlottesville/Albemarle Boys and Girls Club SUBJECT/PROPOSAL/REQUEST: Request a donation of listed, used surplus County PC hardware to the Boys and Girls Club STAFF CONTACT{S): Tucker, White, Culp, Davis LINK TO ATTACHMENT{S): ATTACHMENT A LEGAL REVIEW: Yes AGENDA DATE: February 4, 2004 ACTION: CONSENTAGENDA: ACTION: Yes ATTACHMENTS: Yes REVIEWED BY: BACKGROUND: INFORMATION: INFORMATION: A representative from UVa who is donating technical expertise and time to the local Boys and Girls Club as part of a United Way "Day of Cadng" initiative has requested the County to assist in a project to upgrade technology resources available to the Club. The children use personal computers (PCs) there to learn and to have fun, but are very limited in their ability to print. The requested donation of surplus County PC hardware would add another printer and would enable them to network the PCs to the printer so more children can utilize the printer by printing directly from their PCs. The County has surplus PC hardware, itemized on the attached list, that would help them meet this goal. This property would be used for furthering the skills of children who utilize the Boys and Girls Club facility. Virginia Code Section 15.2-953 allows a county to make "appropriations of public funds, of personal property, or any real estate to....any charitable institution or association, located within their respective limits or outside of their limits if such institution or association provides services to residents of the locality". The Boys and Girls Club is a non-profit charitable organization located in the City of Charlottesville that provides services to Albemarle County residents. STRATEGIC PLAN: The donation of surplus PC hardware supports the strategic plan: Strategic Direction: 3 - Enhance the Quality of Life for all Albemarle County Citizens and specifically Goal 3.3 - Develop and implement policies that address the County's growth and urbanization while continuing the enhance the factors that contribute to the quality of life in the County. Donating surplus PC Hardware to charitable organizations will help them perform their functions and thereby enhance our quality of life. DISCUSSION: Staff believes that this is an appropriate disposition of this property that would achieve the best public benefit. As relatively outdated technology, this hardware would otherwise not go into our School system, but would be auctioned off to the public at a minimal value. RECOMMENDATIONS: Staff recommends that the Board approve the donation of the PC hardware, itemized in Attachment A, to the Charlottesville/Albemarle Boys and Girls Club. 04.014 28-01-04A10:31 RL PC Hardware Donation for Charlottesville/Albemarle Boys and Girls Club Attachment A Item Description Item Serial Number Number Estimated Value Epson Stylus Color 600 Printer AAA1257021 1 $5.00 Printer Cable N/A 1 $1.00 3Com FMS 12 port Ethernet Hub 0201/7gsr101951 1 $1.00 Ethernet Cables N/A 8 $5.00 TOTAL $14.0O COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: Health Department Carry/Over Request SUBJECT/PROPOSAL/REQUEST: Request approval for the Health Department to use FY03 surplus local funds to offset anticipated budget shortfall in their FY04 budget. STAFF CONTACT(S): Tucker, White, Breeden LINK TO ATTACHMENT(S): LEGAL REVIEW: no AGENDA DATE: February 4, 2004 ACTION: CONSENT AGENDA: INFORMATION: ACTION: X INFORMATION: ATTACHMENTS: no REVIEWED BY: BACKGROUND: The year-end Health Department settlement process for the Charlottesville-Albemarle Health Department resulted in a $17,119 surplus to be potentially returned to the County and $19,082 to be returned to the City. However, Dr. Susan McLeod, Health Department Director, has requested the County's permission to use those surplus funds to offset a pending shortfall in their FY04 budget. The normal practice is that these surplus funds are returned to the County. STRATEGIC PLAN: 4.2.1 Fund County services in a fair, efficient manner and provide needed public facilities and infrastructure. DISCUSSION: At th e time the Health Department prepared their FY04 budget, they did not anticipate any pay increases from the state and only a 10% anticipated increase in personnel benefits. However, the actions taken by the state in passing the FY04 state budget provided a 2.25% salary increase effective fo[all employees in December. Additionally, VRS and health insuranCe costs resulted in a 22.6% increase in benefit costs compared to FY03. Due to these changes, the Health Department is facing a budget shortfall in the current year. The Health Department's FY04 budget request to the County was actually $40,000 less than their FY03 appropriation, and they now desperately need the FY03 carry-over funds to meet their FY04 personnel costs. RECOMMENDATIONS: Staff recommends County approval for the Health Department to use $17,119 in FY03 local carry-over funds for their FY04 budget needs. 04.013 28-01-04A~0:31 RCVD COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: Appropriation - Democratic Presidential Primary Election SUBJECT/PROPOSAL/REQUEST: Request approval of Appropriation #2004058, totaling $34,940, providing funding for the upcoming Democratic Presidential Primary election. STAFF CONTACT(S):, Messrs. Tucker, Breeden; Ms. White LINK TO ATTACHMENT(S): h. ttp://cobsqltest01/esattach ments/Futu re/Feb4- 2004/DEMOCRATIC PRIMARY.xls LEGAL REVIEW: No AGENDA DATE: February 4, 2004 ACTION: INFORMATION: CONSENT AGENDA: ACTION: × INFORMATION: ATTACHMENTS: Yes DISCUSSION: The Democratic Presidential Primary election will be held on February 10, 2004 and will include the twenty-nine Albemarle County precincts, including the Central Absentee Precinct. Additional costs associated with this election are antici pared to be $34,940, as detailed on the attached appropriation form, and will be funded on a reimbursement basis from the State Electoral Office. STRATEGIC PLAN: Provide Effective and Efficient County services to the public in a courteous and equitable manner. RECOMMENDATIONS: Staff recommends approval of Appropriation #2004058, in the amount of $34,940, for the Democratic Presidential Primary election. 04.015 28-01-04A'/0:'*'7_.. RCVD FMS2 i- ......... ~ COUNTY OF ALBEMARLE ~l NUMBER 2004058 REVISED 6/84 APPROPRIATION FORM I DATE i BATCH # _EXPLANATION: ADDITIONAL FUNDING FOR DEMOCRATIC PRESIDENTIAL. PRIMARY ELECTION SUB. LEDGER GENERAL LEDGER '.TYPE FUND - DEPT OBJECT ACCOUNT DESCRIPTION CODE AMOUNT DEBIT CREDIT i I 1000 13020 120000. SALARIES. OVERTIME J I 700.00 i t 1000 13020 210000 FICA ....................... ~5~.0-0- ..... i 1 1000 13020 312510 ELECTION OFFICIALS J 1 17,600.00 ~ I 1000 13020 350000 PRINTING & BINDING J 1 1,000.00 i I 1000 13020 360000 ADVERTISING J 1 375.00 ! I 1000 13020 390000 OTHER PURCHASED SRVCS J 1 12,860.00 i I 1000 13020 520100 POSTAGE J 1 200.00 ~ 1; 1000 * 13020 520300=TELECOMMUNICATIONS J 1 1,100.00 i I 1000 13020 '540200 LEASE/RENT BUILDINGS J I 350.00 I 1000 13020 550100 MILEAGE t J 1 200.00 ! Ii.1000 13020 600100 OFFICE SUPPUES J 1 300.00 1.= 1000 13020 601700 COPY CENTER J I 200.00 i 21000 24000 240810i PRIMARY ELECTION FUNDS J 2. 34,940.00 ~ J i ;. I 1000 0501 EST REVENUE ' J 34,940.00' i 070-1 APPROPRIATION J 34,940.00 J tOTAL 69,880.00 34,940.00 34,940.00 PREPARED BY: MELVIN BREEDEN DATE: 01t14/04 APPROVED BY:. ELLA W. CAREY DATE: 2/19/2004 COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: Route 20 North Sidewalk Installation Project SU BJECT/PROPOSAL/REQU EST: Request to purchase portions of TMP 78-58K and 78-58G1 STAFF CONTACT(S): Tucker, Foley, Davis, Trank, Muhlberger AGENDA DATE: February 4, 2004 ACTION: CONSENT AGENDA: .ACTION: X ITEM NUMBER: IN FORMATION: IN FORMATION: ATTACHMENTS: Yes REVIEWED BY: ~ ~ BACKGROUND: The Route 20 North Sidewalk Project is funded through the Capital Improvement Program. To date, staff has procured design services and is prepared to engage a contractor to install approximately 2,600 linear feet of sidewalk along the east side of Route 20 North between Route 250 East and Fontana Drive later this winter. STRAGEGIC PLAN: Goal 3.1: Make the County a Safe and Healthy Community in which citizens feel secure to live, work and play. Goal 3.3: Develop and implement policies that address the County's growth and urbanization while continuing to enhance the factors that contribute to the quality of life in the County. DISCUSSION: This project will allow FontanaANilton Farm area residents to safely walk along Route 20 North. In order to construct the 5-foot wide sidewalk, an eastward extension of the existing VDoT right-of way is needed. Specifically, road frontage along Tax Map : 78, Parcels 58K (Dorrier) and 58G1 (Wynne) are impacted by the proposed design. Sidewalk installation on the west side of Route 20 was deemed impractical due to costly wetland relocation and roadway widening. The County Real Estate Office determined the fair market value of the above-mentioned road frontage. After negotiations with the property owners, staff and the landowners agreed to the following amounts: · Dorrier (TMP 78-58K) $13,354.72 for 8,786 sq. ft. or approximately 500 linear feet of road frontage. · Wynne (TMP 78-58G1) $ 2,956.40 for 1,945 sq. ft. or approximately 100 linear feet of road frontage. RECOMMENDATION: Staff recommends that the Board approve the purchase of the Wynne and Dorrier Road frontage parcels and authorize the County Executive to execute the Purchase Agreements and Deeds on the County's behalf. 04.012 2c)-01-04A03:42 RCVD 3WING RIGHT OF WAY 20 VIRGI,NIA !R 14. 2003 03 04 ~ ~ DARDEN i I TOrtE I r- PARK ~:' APPROVED FOR RECORDATION ALBEMARLE COUNTY DIRECTOR OF PLANNING DATE OWNERS' APPROVAL: THE DIVISION OF THE LAND DESCRIBED HEREIN IS WITH THE FREE CONSENT AND IN ACCORDANCE WITH THE DESIRE OF THE UNDERSIGNED OWNER(S]. PROPRiETOR(S) AND TRUSTEE(S]. ANY REFERENCE TO FUTURE POTENTIAL DEVELOPMENT, IS TO BE DEEMED AS THEORETICAL ONLY. ALL STATEMENTS AFFIXED TO THIS PLAT ARE TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. SIGNED SIGNED NOTARY PUBLIC; STATE OF COUNTY OF THE FOREGOING WAS ACKNOWLEDGED BEFORE ME THIS __ DAY OF 20 , BY SUBDIVISION PARC:EL "Y" '.OFESSIONAL HEREBY DEDICATED DRRECT AND TO PUBLIC USE ,ROCEDURES BY THE VIRGINIA 1,945 S,F. N56o58,47.E MY COMMISSION EXPIRES; ;, PROFESSIONAL AND CERTIFIED ~ ~-86.41' .SO CERTIFY THAT S54°45'41"W X / S66°02'14"E STATE ROUTE20 ~N IS BASED ON 20.32'~ ~ /f19.86' STONY POINT ROAD % ~ / / S62'10'23"E $35°00'59"W-...~ IF~V:~M._~j%~rJ~,,. ! t , / ~~'-_ _13'48°_ _ S~6°58 '4 ,"W 911. lO' 1'0 TAL _9,,W . e I I.~ :t i q"V'~. \ ..44o3~6_'.~¢,-r.'~''~ S79°45'07';W '~ / '~ \ ~ S55°21'44"E TMP 78-58K ~ ~¢0.7¢ 90.42" / ~ ~ - 7,10' SCYBEL D, DORRIER . ~ ~') / .._ ~ % W.B. 93 P. 316 $56°58'47"W TMP 78-58G1 JOHN L. WYNNE AND JAMES B. WYNNE, TRUSTEES 1720 RUNNING DEER DR. KESWlCK. VA 22947-9341 D.B. 1637 P. 192 D.B. 1174 P. 571 D,B, 1128 P. 251 COMM. OF VA. D.B. 316 P. 470 D,B, 201 P. 454 PLAT HWPB XI P. 87, 88 ZONED; R1 DATE .ISTED HEREIN ARE IMPOSED CPURSUANT :ONING ORDINANCE IN EFFECT ON THIS IFORMATION PURPOSES ONLY. THEY ARE RUNNING WITH THE LAND AND THEIR NOT INTENDED iTC IMPOSE THEM AS SUCH. DATE D.B. 391 P, 296 PLAT 23.13' \ D.B. 342 P. 227 HWPB II P. 117 \ / ZONED: R1 NOTE: PROPERTY LINE IS APPROXIMATE LOCATION ONLY. PLATS OF RECORD SHOW PROPERTY LINE TO FOLLOW STREAM. HOWEVER, STREAM WAS RELOCATED BY VDOT. NO EVIDENCE OF ORIGINAL STREAM LOCATION EXISTS. ~ PROPERTY LINE SHOWN HEREON WAS COMPUTED TO EXISTING STREAM LOCATION. NOTARY PUBLIC IF 3~278 o' TMP 78-8B WILTON ASSOCIATES, L.P. D.B. 1130 P. 125, 132 PLAT THOMAS B. "LINCOLN LAND SURVEYOR INC. 671 BERKMAR, CIRCLE CHARLOTTES¥ILLE, VIRGINIA 22901 434-974-1417 TMODEL SERVER1 C:\DATA9\ 10;)\ 102013000DED1.PRO 102-0130-00 lOWING rO ~D RIGHT OF WAY 20 VIRGI, NIA ER 14, 2003 :)03 304 /ICiNi'TY 'MAp N,T',~, TOWE E APPROVED FOR RECORDATION ALBEMARLE COUNTY DIRECTOR OF PLANNING DATE OWNERS APPROVAL %O,.~ THE DIVISION Of THE LAND DESCRIBED HEREIN IS WITH THE FREE y CONSENT AND IN ACCORDANCE WITH THE DESIRE OF THE UNDERSIGNED ' OWNER{S), PROPRI'ETOR(S) AND TRUSTEE(S), ANY REFERENCE TO FUTURE POTENTIAL DEVELOPMEN~r IS TO BE DEEMED AS THEORETICAL ~O~O-~1~ ONLY. ALL STATEMENTs AFFIXEb TO THIS PLAT ARE TRUE AND CORRECT co~ SIGNED DATE "x~"Q~'~ NOTARY PUBLIC: STATE OF COUNTY OF THE FOREGOING WAS ACKNOWLEDGED BEFORE ME THIS __ DAY OF 20 . BY SUBDIVISION PARCEL "X" NOTARY PUBLIC ROFESSIONAL HEREBY DEDICATED ORRECT AND MY COMMISSION EXPIRES: ~ROCEDURES TO PUBLIC USE ) BY THE VIRGINIA 8.786 S,.F. S. PROFESSIONAL ~L~%C~E?cTI~Y ,_,THAT $54 '~5',~¢"W '' \ Nee 0214 W I STATE ROUTE 20 2o.,~2 ~ \ /9.s$ / , STONY POINT ROAD o '~,, ,_ \ / , j 911.10 TOTAL S35 00'59"W..__ IF^~ ~v,~ \_ ./ 471.8.9' ~ .J. $.5~°~¢',.4_.7~.,W._ 47~!~l. 105.56' ~. .. ~-```~9:~`:::::::::::::::::;~:;.::::~:::::::::.~::~:::~:::::::::::::::::::::::::::::.`~::::::: ':':-:':::'-;".~i~;;-~ S - ' ' 352.80' ~. ~.~-, '.:.:-:.: : :-:- · .:... · ..'.-..'.'.'.'.'.' '.' ' ' ' .~ ~i-'~ ...... e .... .__ - .......... .'. ...... ° 5W S$~65-847 W~S '--, : :.:.:.:.'.' '.'.'.'.','.'.'-' 51 160, . . o , . ............... S45 39 56 W ,--,"W ,,. r~ moo ~] ~ vv---'-"-- ~~ I~:~ ~o] ~ .",~, - 3uu. _ -...--¢~6~.f' / /..~ \ \ , TMP 78-58K - ----- ~ / / "7 \ ~--sssos84.r'w ~ /~ \ \ 50.00 SCYBEL D. DORRIER / I \ \ 1395 STONY POINT RD. ' /o .... ~ ........ ',. S49'59'12"W CHARLOTTESVILLE, VA 22911 JOHN L WYNNE AND / ,~.,u ~ D.B. 391 P. 296 PLAT JAMES 'B WY~NE, ~RUSTEES ~ D.B. 342 P. 227 D,B, 1637 P. 192 ~ HWPB I P. 117 .....y D.B. 1174 P, 571 D,B, 1128 P, 251 COMM. OF VA. ZONED: R1 IF D.B. 316 P. 470 D.B. 201 P 454 PLAT HWPB Xl P 87, 88 ZONED: R1 NOTE: PROPERTY LINE IS APPROXIMATE LOCATION ONLY. PLATS OF RECORD SHOW PROPERTY LINE TO FOLLOW STREAM. HOWEVER, STREAM WAS RELOCATED BY VDOT. NO EVIDENCE OF ORIGINAL STREAM LOCATION EXISTS. PROPERTY LINE SHOWN HEREON WAS COMPUTED TO EXISTING STREAM LOCATION. ISTED HEREIN ARE IMPOSED ~PURSUANT ONING ORDINANCE N EFFECT ON THIS FORMATION PURPOSES ONLY THEY ARE RUNNING WITH THE LAND AND THEIR NOT INTENDED TO IMPOSE THEM AS SUCH. TMODEL SERVER1 C:\DATAg\ 102~\ 102013000DED2.PRO TMP 78-8B WILTON ASSOCIATES, L,P. D.B. 1130 P, 125, 132 PLAT THOMAS B. LINCOLN LAND SURVEYOR INC. 671 BERKMAR CIRCLE CHARLOTTESVILLE, VIRGINIA 22901 434-974-1417 102-0130-00 COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: Community Development Project Status Report SUBJECT/PROPOSAL/REQUEST: A regular update on the status of the Neighborhood Model implementation and other departmental projects STAFF CONTACT(S): Messrs. Tucker, Foley, Graham AGENDA DATE: February 4, 2004 ACTION: CONSENT AGENDA: ITEM NUMBER: INFORMATION: ACTION: INFORMATION: X BACKGROUND: ATTACHMENTS: REVIEWED BY: Quarterly updates have been provided to the County Board on the status of the Neighborhood Model implementation and other major initiatives over the last two years. Community Development expanded this update to include discussion of other projects. This update has been expanded to cover four months, but quarterly updates are planned for the future. STRATEGIC PLAN: GOAL: Provide effective, responsive and courteous service to our customers DISCUSSION: The attached quarterly update provides a snapshot on the status of projects being managed by Community Development. The last quarter has seen considerable progress in projects ready for consideration by the Planning Commission and Board. Among the Comprehensive Plan projects anticipated to come before the Board in early 2004 are: · Crozet Master Plan · Rural Area Plan · Affordable Housing · Community Facilities Plan · Stormwater Master Plan Among the ordinance amendments anticipated to come before the Board in early 2004 are: · Subdivision Ordinance changes related to the Neighborhood Model, 2"d part · Zoning Ordinance changes related to the Neighborhood Model, 2"d part. · Relegated Parking, changes related to Neighborhood Model · Groundwater program · Wireless policy amendments (mid year) · Sign policy amendments (mid year) · "Housekeeping" amendments to Zoning and Subdivision Ordinances in support of new department. RECOMMENDATION: None. Advise Community Development as to any changes in the pdodtization of projects which the County Board would like to see. Attachments: A - Community Development Quarterly Update 04.004 28-01-04A~,0:'~8 RCVD Community Development Update September-December 2003 Priority Policy and Implementation Issues Neighborhood Model Implementation 1. Modify Comprehensive Plan - Complete 2. Modify Community Facilities Plan - Anticipated Completion, May 2004. The Planning Commission has held two work sessions. Solid Waste, Parks, and Administrative sections are being managed under separate efforts and, depending on the timing, will be either incorporated with this revision or a later revision. 3. Regulatory Changes A. Shared Driveways / Alleys - Complete B. Volume 2 Subdivision Changes - Initial public discussion held in July and comments addressed. Planning Commission public hearing scheduled for January 20th. Board work session planned for February 4th. C. Neighborhood Model District - Complete D. Critical Slopes - On Hold. Work on critical slopes has been postponed to staff relegated parking. Work on critical slopes will start once relegated parking is completed. E. Volume 2 Zoning Changes - Changes have been drafted and focused discussion with public scheduled for late February 2004. Will come to Planning Commission after comments have been considered. F. Relegated Parking - Planning Commission has completed worksessions and a public focused discussion is being scheduled. After comments are incorporated, will be brought back to Planning Commission after comments from the focused discussion have been considered. 4. Master Planning A. Crozet Master Plan - Planning Commission worksessions complete in December. Anticipate Planning Commission action in January, then forwarded to Board for consideration. B. Second Master Plan - Area established by Board. Staff currently preparing to contract for consultant, with work to start mid-year. Coordinating this effort with the U.S. 29 transportation corridor study being contracted. 5. Infrastructure and Services A. Subdivision Street Standards 1. Under current VDOT regulations - COmplete. An interim agreement has been reached with VDOT on how Neighborhood Model streets will be accommodated under the current regulations. While this accomplishes many of the County's goals for streets, revisions to the VDOT regulations are needed to accomplish anything else. 2. Revisions to VDOT Regulations - Anticipate Completion, January 2005. Participation on VDOT Subdivision Street Regulations Committee has completed draft regulations which will be distributed for statewide public comment in early 2004. Anticipate Commonwealth Transportation Board public hearing July 2004 on revisions and revisions effective by January 2005. This revision will not address all of the County's goals for streets, but does satisfactorily address the major issues. B. Water and Sewer Provisions - Complete, agreement reached on streets issues that allows public utilities in the street. C. Fire Protection Provisions - Complete, agreement reached on street issues that matches fire equipment to proposed street cross sections. 6. Affordable Housing -Planning Commission Public Hearing held in October 2003. Board work session on January 7th. No public hearing date set at this time. 7. Parks and Recreation Facilities - Anticipated Completion, May 2004. Parks and Recreation Needs Assessment nearing completion. A next step to be determined upon review of needs assessment. 8. Promoting Infill - Ongoing. Workload related to ZMAs very heavy. North Pointe requiring an especially high level of staff resources. Groundwater 1. Committee has completed its study and presented recommendation to County Board. Board has directed staff to prepare an ordinance for consideration based on this recommendation. 2. Ordinance language drafted and will be taken to focused discussion in January for public input. Planning Commission work session will be scheduled once comments from public have been compiled and addressed. 3.Anticipate before Planning Commission in March. Anticipate before Board in May. Rural Area Comprehensive Plan Revisions 1. Updated staff report has been completed and under public review. 2. Planning Commission public hearing on December 16th. Planning Commission is holding additional work sessions and considering the next steps in developing a recommendation. 3. Mountain Protection work will commence following review of Rural Area revisions. No timeline has been set for this work. Wireless Towers - Ordinance amendments drafted and under review. A focused public discussion was held on December 4th and comments were received. Anticipate work session with Planning Commission in March. Focused Sign Amendments - Ordinance language drafted. Focused discussion for public input planned for February. Planning Commission to follow consideration of public input. Strategic Plan Initiatives 1. Implementation strategy for completed neighborhood master plans. - Completed strategy, developing action plans to be put in place with anticipated adoption of Crozet Master Plan. 2. Implementation strategy for County's rural area policies - Strategies being developed concurrently with consideration of the rural area plan. 3. Integrated water resources plan - Scheduled for completion December 2004. Staff currently devoting efforts to groundwater ordinance and implementation of that program. 4. Long-term solid waste strategy - Scheduled for completion July 2004. Steering committee has been formed and has provided staff recommendations on proceeding. Community Development Department Reorganization 1. Work processes developed and operating procedures being established. 2. FY '05 budget request submitted in November. 3. Central filing and intake to start end of January with Building and Zoning applications. Next step will be Engineering's applications, followed by Planning's applications. Anticipate fully operational by May. 4. Engineering Inspections shifted to Building and Inspections on January 5th. 5. New development tracking database (CityView) to become operational on February 2nd. 6. Transition still scheduled to be completed by June. Additional Policy and Implementation Issues These are the other efforts currently underway. They are not presented in order of priority and often proceed independent of the priority issues. When conflicts over resources occur, the priority issues are addressed first. Development tracking database (CityView) - Final product to be implemented in February. Training completed in December. 29H250 Phase II Study - Phase II kick-offin October. Work being done by a consultant with guidance from a City/County/TJPDC work group. Report anticipated in March. Phase 3 contract being negotiated. Phase 3 to consider U.S. 29 corridor and would start when Phase 2 report is completed. Stormwater Master Plan - A draft report has been completed and is being reviewed by staff. Anticipate bringing before Board in early 2004 for information and agreement on implementation process. Implementation issues, including financing recommendations, will be considered before bringing this to the Planning Commission and Board for consideration as part of the Comprehensive Plan. Zoning/Subdivision Text Amendments - Work on the priority issues is addressed before assignments are made on these. 1. 2. 3. 4. 5. 6. 7. Phase 2 Lighting Changes Temporary Events Home Occupations Building Sites Contractor's office and equipment storage Plat coordinate referencing for GIS Housekeeping, clarification of interpretations of the ordinance Historic Committee - Working on implementation of Board approved "Top Ten" priorities. Other Transportation - Staffis actively involved with the MPO, TJPDC and citizen committees on the major update of the region's transportation plans (CHART/Un Jam). Comprehensive Plan - Developing proposed work plan for consideration of Economic Development Policy. Additionally, staff is involved with three significant studies that will likely lead to Comprehensive Plan Amendments. 1. Southern Urban Area B Study (PACC project being managed by County and undertaken by consultant) 2. Pantops Transportation/Land Use Comprehensive Plan Amendment (Planning Commission Resolution of Intent) 3. 5th Street/Avon Street Comprehensive Plan Amendment (Applicant request) COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: Water Program Updates SUBJECT/PROPOSAL/REQUEST: Update on the Rivanna Regional Stormwater Education Partnership and Chesapeake Bay Partner Community Award STAFF CONTACT(S): Messrs. Tucker, Foley, Graham, Hirschman AGENDA DATE: ITEM NUMBER: February 4, 2004 ACTION: IN FORMATION: CONSENT AGENDA: ACTION: INFORMATION: X ATTACHMENTS: Flyer for "After the Storm: Stormwater Workshop" and letter from Chesapeake Bay Local Government Advisory Committee / REVIEWED BY: ,~ ~ BACKGROUND: Albemarle County must comply with a federally mandated stormwater permit program, administered in Virginia by the Department of Environmental Quality (DEQ). The program, known as NPDES (National Pollutant Discharge Elimination System) Phase II, applies to small "municipal separate storm sewer systems" (MS4s), meaning municipally owned and/or operated systems that receive and convey runoff to streams. Municipalities that operate regulated MS4s must develop a stormwater management program that meets m~nimum standards. One of these standards concerns public education and outreach on stormwater issues. At its meeting on February 5, 2003, the Board authorized staff to proceed with a "registration statement" that covers the County under DEQ's general permit. This statement was approved by DEQ, became effective on May 13, 2003, and will be in effect for five years from that date. Other entities in the region covered by this stormwater requirement include: City of Charlottesville, University of Virginia, Rivanna Water & Sewer Authority, and the Virginia Department of Transportation. In accordance with the programs of each of these entities, the Rivanna Regional Stormwater Education Partnership was formed. This alliance allows each of the permitted -agencies to cooperate and collaborate on stormwater education efforts, thus streamlining the program and unifying the message that the public receives about stormwater impacts and recommendations. To date, the partnership has launched a web site (hosted on the County's water resources page) that allows citizens to "surf" their watershed and discover relevant information on how to protect water resources, and has planned a seminar on stormwater management (see attached flyer). A different but related program is administered by the Chesapeake Bay Local Government Advisory Committee (a component of the overall Chesapeake Bay Program). In this program, local governments can apply for a Chesapeake Bay Partner Corem unity award that gauges local participation in commitments of the Chesapeake 2000 Agreement between the Bay states, the Chesapeake Bay Commission, and the EPA. Albemarle County first received recognition as a "Silver" Bay Partner Community in 1997, and this certification has recently been renewed (see attached letter). This distinction is based on the County's programs for land use and water resources. STRATEGIC PLAN: Goal 3.1: Make the County a Safe and Healthy Community in which citizens feel secure to live, Work and play Goal 2.2: Protect and/or preserve the County's natural resources. Goal 2.3: Provide for environmentally sensitive government operations at the local and regional level. DISCUSSION: With the Board's continued endorsement, County staff plans to continue to participate in the Rivanna Regional Stormwater Education Partnership in compliance with its MS4 permit. 26-01-04P12:~5 ~r;VD AGEN DA TITLE: Water Program Updates February 4, 2004 Page 2 RECOMMENDATION: This item is for information only. 04.009 Chesapeake Bay Local Government Advisory Committee 777 N. Capitol St., NE, Suite 500 Washington, DC 20002 202/962-3589 Mr. David Hirschman, Water Resources Manager Albemarle County 401 Mclntire Rd. Room 211 Charlottesville, VA 22902-4596 November 14, 2003 Dear Mr. Hirschman: I am writing to congratulate you on your successful application to the Chesapeake Bay Partner Commtmity Awards Program. The County of Albemarle is now recertified as a Silver level Bay Partner! Your community has demonstrated its commitment to restoring and protecting the bay, its rivers, and its streams. The Local Government AdvisoryCommittee would like to recognize your efforts. As part of your award, the County of Albemarle will receive a road sign for display in your community, a citation from the Chesapeake Bay Program, local and regional press releases and recognition of your achievement at the Bay Program Executive Council meeting. If you would like to schedule a presentation of your road sign and citation, please contact Mark Thompson, staff to the Local Government Advisory Committee at 202/962-3589 or Theresa Martella, Chesapeake Bay Partner Community Awards Coordinator at 215-814- 5423. Once again, cortgratulations on your award, and thank you for doing your part to restore and protect the Chesapeake Bay. Sincerely, Ellen Moyer, Chair Local Government Advisory Committee After The Storm: A Workshop on Innovative Stormwater hfanagement Sponsored by the Rivanna Regional Stormwater Education Partnership*, Thomas 3efferson Soil & Water Conservation District & 3ames River Roundtable · Getting Started with Stormwater · Technologies &Techniques · Low-Impact Development · Maintenance, Costs, Permits · Interactive Forum WHEN; February 10, 2004 - 8:30 AM to 3=30 PM WHERE= Piedmont Virginia Community College, Charlottesville, VA TO REG:[STER= Send the registration form and $20 to the Thomas 3efferson Soil & Water Conservation District by February 3, 2004. *The Rivanna Regional Stormwater Education Partnership is a collaboration of agencies in the Charlottesville/Albemarle area that hold Phase II storm sewer permits through the Department of Environmental Quality. Partners include: City of Charlottesville, Albemarle County, University of Virginia, Rivanna Water & Sewer Authority, and Virginia Department of Transportation. See the Partnership's website at: www.a]bcmarle.o~; (click on Services, Water Resources, and then the link to the Stormwater Page). NAM E: ORGANIZATION: MAILING ADDRESS: PHONE: FAX: EMAIL: Send with $20 check payable to "Thomas Jefferson Soil & Water Conservation District" to: TJSWCD, ATTN: Stormwater Workshop, 2134 Berkmar Drive, Charlottesville, VA 22901. Registration Deadline is February 3. For info, call TJSWCD at (434)975-0224. FAX (434) 972-4126 COUNTY OF ALBEMARLE Department of Building Code and Zoning Services 401 Mclnfire Road, Room 227 Charlottesville, Virginia 22902-4596 TELEPHONE (4S4) 296-5832 TTD (434) 9724012 December30,2003 Daniel J. Bieker 4174 Laird Lane North Garden, VA 22959 RE: OFFICIAL DETERMINATION OF PARCELS AND DEVELOPMENT RIGHTS - Tax Map 99, Parcels 38A, 39 and 40 (Property of Daniel J. Bieker) Section 10.3.1 Dear Mr. Bieker: The County Attorney and I have reviewed the title information for the above-noted property. It is the County Attorney's advisory opinion and my official determination that Tax Map 99,. Parcel 38A is a parcel of record with five (5) development rights. Tax Map 99, Parcel 39 is a parcel of record with five (5) development rights. Tax Map 99, Parcel 40 is comprised of five (5) separate parcels of record that are identified on the attached sketch. Lot I contains 5 3/8s acres and two (2) development rights. Lot 2 also contains 5 3/8s acres and two (2) development rights. Lot 3 contains 3 1/8 acres and one (1) development right. Lot 4 also contains 5 3/8s acres and one development right. Lot 5 contains 1.8 acres and one (1) development right. The basis for this determination is summarized as follows. Tax Map 99, Parcel 38A Our records indicate Tax Map 99, Parcel 38A contains 75.250 acres and one dwelling. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 1063, page 344. The most recent instrument for Parcel 38A recorded prior to the date of adoption of the Albemarle County Zoning Ordinance, (December 10, 1980) is in Deed Book 544, page 159. This deed, dated January 14, 1974, conveyed a ~ interest in 75.25 acres from Archie D. Rohm & Eva M. Rohm to Richard A. Rohm. The parcel is more particularly designated as Tract A on a plat by A. R. Sweet, dated October 8, 1948 and recorded in Deed Book 281, page 49. On the basis of this deed it is determined that Parcel 38A is a parcel of record as provided in Section 10.3 of the zoning ordinance. I:\DEPT~CZS\Determin of Parcel~2.003 ACE~99-38A Bieker. doc Bieker December 30, 2003 Page 2 Deed Book 945, page 281, dated June 10, 1987, conveyed the remaining ~ interest in 75.25 acres from Archie D. Rohm & Eva M. Rohm to Richard A. Rohm. The parcel is more particularly designated as Tract A on a plat by A. R. Sweet, dated October 8, 1948 and recorded in Deed Book 281, page 49. Deed Book 1063, page 344, dated July 27, 1989, conveyed 75.25 acres from Richard A. Rohm & Mildred Rohm to Daniel J. Bieker. The parcel is more particularly described as Tract A on a plat by A. R. Sweet, dated October 8, 1948 and recorded in Deed Book 281, page 49 and is the same property in all respects that was conveyed to Richard Rohm in two deeds; Deed Book 544, page 159 and Deed Book 945, page 281. There have been no off conveyances since this transaction. Based on this history, Tax Map 99, Parcel 38A is determined to be a single parcel of record with five (5) development rights if all other applicable regulations can be met. Tax Map 99, parcel 39 Our records indicate Tax Map 99, Parcel 39 contains 13.190 acres and no dwellings. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 1849, page 387. The most recent instrument for Parcel 39 recorded prior to the date of adoption of the Albemarle County Zoning Ordinance, (December 10, 1980) is in Deed Book 342, page 243. This deed, dated March 22, 1958, conveyed 14.5 acres plus a right of way from Sarah T. Gordon to Harper A. Gordon. The deed contains a metes and bounds description of the 14.5-acre parcel. The deed references a deed recorded on April 12, 1915 for. a plat and a metes and bounds deScription of the right of way. On the basis of this deed it is determined that Parcel 39 is a parcel of record as provided in Section 10.3 of the zoning ordinance. Deed B.ook 1849, page 387, dated August 11, 1999, conveyed 13.19 acres from Betty P. Gordon to Daniel J. Bieker. The property is shown on a plat by Alan M. Hale that is attached to the deed. It is further described as being the same real estate which was conveyed to Harper A. Gordon by the deed recorded in Deed Book 342, page 243. Based on this history, Tax Map 99, Parcel 39 is determined to be a single parcel of record with five (5) development rights if all other applicable regulations can be met. I:'~DEP'r~,cZS~Detemqin of Parcel~003 AC~99-38A Bieker. doc Bieker December 30, 2003 Page 3 Tax Map 99~ Parcel 40 Our records indicate Tax Map 99, Parcel 40 contains 17.00 acres and no dwellings. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 2578, page 442. This determination begins with Deed Book 162, page 388, dated May 12, 1916. This deed conveyed 1.8 acres from D.P. Woodson and W.J. Woodson to A.D. Hart. The tract is shown on a plat attached to the deed. The subdivision of this tract effectively divided the parent parcel into three separate parcels. The most recent instrument for Parcel 40 recorded prior to the date of adoption of the Albemarle County Zoning Ordinance, (December 10, 1980) is in Deed Book 171, page 488. This deed, dated November 20, 1919, conveyed two tracts of land from Jane - Melinda Stewart & George Stewart and Henry Thomas & Evaline Thomas to A. D. Hart. The tracts are described as containing 10 3,4 acres and 6 ~,4 acres respectively. The deed further provides that the plats of said two tracts made by N. Barrett S.A.C May 1884, being also recorded in D.B. 162, page 337, the divisional plat of said two tracts made by George Gordon for the heirs of Ned and Aleck Madison, July 1917 is also recorded with this deed and made part of the same. Based on this history, Tax Map 99, Parcel 40 is determined to be comprised of five separate parcels; The parcel containing 1.8 acres-that was divided from the parent tract in 1916 contains one (1) development right. The two parcels that are derived from the 10.75- acre tract each contain two (2) development rights. The two additional parcels are derived from the 6.25 acre tract each contain one (1) development right. These development rights may be utilized only if all other applicable regulations can be met. -These development rights are theoretical in nature but do represent the maximum number of lots containing less than twenty-one acres allowed to be created by right. In addition, to the development right lots, one parcel containing a minimum of twenty-one acres may be created, if all other applicable regulations can be met. A chart showing the development potential of these parcels is enclosed. If you are aggrieved by this determination, you have a right to appeal it within thirty days of the date notice of this determination is given, in accordance with Section 15.2-2311 of the Code of Virginia. If you do not file a timely appeal, this determination shall be final and unappealable. An appeal shall be taken only by filing with the Zoning Administrator I:~DEPT~BCZS\Detenmin of Parcel~2003 AC~99-38A Bieker, doc Bieker December 30, 2003 Page 4 and the Board of Zoning Appeals a notice of appeal which specifies the grounds for the appeal. An appeal application must be completed and filed along with the fee of $120. The date notice of this determination was given is the same as the date of this letter. If you have any questions, please contact me. Sincerely, John Shepherd Manager of Zoning Administration Copies: Gay Carver, Real Estate Department, Ella Carey, Clerk to the Board of Supervisors Ches Goodall, Acquisition of Conservation Easements Program Coordinator DEVELOPMENT POTENTIAL OF Tax Map 99, Parcels 38A, 39 & 40 PARCEL ACREAGE DEVELOPMENT RIGHT DIVISION TOTAL LOTS 2 ACRE MIN. RIGHT LOTS POTENTIAL 21 ACRE MIN. PARCELS 38A 75.25 5 3' 8 39 13.19 5 0 5 40' (part) #1 5 3/8' 2 0 2 40 (part) #2 5 3/8 2 0 2 40 (part) #3 3 1/8 I 0 1 40 (part) #4 3 1/8 I 1 0 1 40 (part) #5 1.8 1 0 1 Total 105.44 [ 17 3 20 l:',DEPT~BCZS\Determin of Parcel~.003 ACE~99-38A Bieker. doc FAX (434) 972-4126 COUNTY OF ALBEMARLE Department of Building Code and Zoning Services 401 Mclnfire Road, Room 227 Charlottesville, Virginia 22902-4596 TELEPHONE (434) 296-5832 ec~o TTD (434) 972-4012 December 30, 2003 Timothy Mark or Alice Rowe Scruby 8153 Dickwood Road Afton, VA 22920 RE: OFFICIAL DETERMINATION OF DEVELOPMENT RIGHTS AND PARCELS- Tax Map 54, Parcel 71, Tax Map 69, Parcel 39 and Tax Map 70, Parcel 33A (Property of Timothy Mark Scruby or Alice Rowe Scruby) Section 10.3.1 Dear Mr. And Ms. Scruby: The County Attorney and I have reviewed the title information for the above-noted property. It is the County Attorney's advisory opinion and my official determination that Tax Map 54, Parcel 71 is a parcel of record with five (5) theoretical development rights. Tax Map 69, Parcel 39 is a parcel of record with five (5) theoretical development dghts. Tax Map 70, Parcel 33A is a parcel created in 1992 with three (3) theoretical development rights. The basis for this determination is summarized as follows: Tax Map 54, Parcel 71 OUr records indicate Tax Map 54, Parcel 71 contains 11.556 acres and one dwelling. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Will Book 92, page 167. The most recent deed for this parcel recorded prior to the adoption of the ordinance, December 10, 1980, is recorded in Deed Book 289, page 14. This deed, dated April 27, 1950, cgnveyed 12 acres, more or less, from Victoria P. Townsend to Gene F. Shirley, William Gray Shidey and Francis Lee Shirley. The property is further described as being the same land conveyed to the Grantor by the deed recorded in Deed Book 251, page 220, in which the plat of the property is shown to contain 13.4 acres, save and except three off conveyances to Dorothy Woodson as follows: One-half acre recorded in Deed Book 181, page 48, 0.065 acres recorded in Deed Book 207, page, 544 and 0.81 acres recorded in Deed Book 285, page 399. [13.4 - (.5 + .065 + .81) = 12.025] There have been no off-COnveyances of land from this parcel since the recordation of this deed. I:'~DEPT~BCZS~Determin of Parcel~.003 AC~54-71 etc Timothy Scruby,doc Timothy & Alice Scruby December 30, 2003 Page 2 There have been no off-conveyances of land from this parcel since this transaction. Based on this deed, Tax Map 54, Parcel 71 is determined to be a parcel of record with five (5) theoretical development rights. Tax Map 69, Parcel 39 & Tax Map 70, Parcel 33A Our records indicate Tax Map 69, Parcel 39 contains 25.264 acres and one dwelling. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 1971, page 727. Our records indicate Tax Map 70, Parcel 33A contains 69.381 acres and no dwellings. The property is not in an Agricultural Forestai District. The most recent deed for this property is recorded in Deed Book 1971, page 727. This analysis begins with Deed Book 210, page 588, dated October 15, 1930. This deed conveyed 7 3,4 acres from C. B: Shirley and Clara G. Shirley to Ben D. Showers. The parcel is shown on a plat that is attached to the deed. The 7.75-acre tract now is comprised of Parcel 40 and 40A on Map 69. As a result of this off-conveyance, the original Parcel 39 is determined to have been divided into three separate tracts, The acreage of these tracts is not indicated in the deed. This is in accord with the determination by the Zoning Administrator, dated November 18, 1992, that Parcel 39 was then found to be two tracts as follows: The western parcel containing 25.318 acres and the eastern parcel containing 126.27 acres. The 7,75-acre parcel is situated between these two tracts. This is the most recent deed recorded prior to the adoption of the ordinance, December 10, 1980, for the western portion of Parcel 39. It is on the basis of this deed that the portion of the original Parcel 39, now comprised of T.M. 69-39A and T.M. 70-33A, is determined to have been a lot of record per section 10.3 on December 10, 1980. The most recent deed for the eastern portion of this parcel recorded prior to the adoption of the ordinance, December 10, 1980, is recorded in Deed Book 260, page 295. This deed, dated May 3, 1939, conveyed 5.7 acres, more or less, from Clara G. Shidey to Lirtie Awkard. The property is shown on a plat by Hugh Simms that is a part of this deed. This is the last of several off-conveyances from the Pea Ridge Tract. It is on the basis of this deed that the eastern portion of Parcel 39, containing 25.318 on December 10, 1980, is determined to be a lot of record per section 10.3. Deed Book 1274, page 463 contains a Deed of Partition and Gift that is dated November 12, 1992. It is between Francis Shirley Scruby & Ralph Edwin Scruby, Brian I:~DEPT~CZS~Determin of Parcel~?.003 ACE~4-71 etc Timothy Scruby. doc Timothy & Alice Scruby December 30, 2003 Page 3 Gray Scruby and Timothy Mark Scruby & Alice Rowe Scruby, Grantors and Grantees. The purpose of this deed is to divide the Grantors' proportional interest in a tract that contained 151.588 acres and was identified as Tax Map 69, Parcel 39 into clearly defined fee simple estates. The particular parcels described in this deed are shown on an attached plat by S. L. Key, dated November 12, 1992 and revised on November 24, 1992. The parcel is divided as follows: 94.699 acres were conveyed to Timothy Mark Scruby and Alice Rowe Scruby. The land is identified as Parcel Y containing 69.381 acres (TM 70-33A) and Residue containing 25.318 acres (TM 69-39). The plat allocated 3 development rights to Parcel Y and noted that the residue retained 5 development rights. 56.889 acres were conveyed to Brian Gray Scruby. The land is identified as Parcel X on S.L. Key's plat. (TM 69-39A) The plat allocated 2 development rights to Parcel X. The Grantors conveyed-to Francis Shirley Scruby an undivided 43% interest in the 56.889 acre tract. The Grantors also conveyed to Ralph Edwin Scruby an undivided 51% interest in the 56.889 acre tract. As a result of this transaction, T.M. 70-33A has 69.381 acres and. 3 development rights. TM 69-39 has 25.318 acres and 5 development_rights. TM 69-39A has 56.889 acres and 2 development rights. Deed Book 1971, page 727, dated July 11,2000 contains a Deed of Exchange between Timothy Mark Scruby & Alice Rowe Scruby, owners of T.M. 69-39 and Jeffrey Scott Jewell & Rebecca Ann Jewell, owners of T.M. 69-42A. The boundary adjustment is shown on a plat by S. L. Key, dated September 9, 1999. There have been no off conveyances since the recordation of this deed. As a result of this transaction Parcel 39 has 25.264' acres and 5 development rights. There have been conveyances of percentages of ownership of these parcels between members of the Scruby family. A list of those transactions is attached to this determination. Those transactions have had no effect on the legal status or development rights of the parcels addressed in this determination. I:~DEPT~CZS~Determin of Parcel~2003 ACE~4-71 etc Timothy Scruby.doc Timothy & Alice Scruby December 30, 2003 Page 4 These parcels are entitled to the noted development rights if all other applicable regulations can be met. These development rights are theoretical in nature but do represent the maximum number of lots containing less than twenty one acres allowed to be created by right. If you are aggrieved by this determination, you have a right to appeal it within thirty days of the date notice of this determination is given, in accordance with Section 15.2-2311 of the Code of Virginia. If you do not file a timely appeal, this determination shall be final and unappealable. An appeal shall be taken only by filing with the Zoning Administrator and the Board of Zoning Appeals a notice of appeal which specifies the grounds for the appeal. An appeal application must be completed and filed along with the fee of $120. The date notice of this determination was given is the same as the date of this letter. If you have any questions, please contact me. Sincerely, John Shepherd Manager of Zoning Administration Copies: McChesney Goodall, Coordinator of ACE Program Gay Carver, Real Estate Department Ella Carey, Clerk Board of Supervisors Reading Files Enclosed · 1980 and 2002 Tax Maps Gift deeds that conveyed fractional ownership interests TM-P Acreage Division rights for 21 I Development rights acre minimum parcels TM 69-39 25.264 0 5 TM 70-33A 69.381 3 3 54-71 11.556 0 5 TQTAL 106.255 3 13 k\DEPT~CZS~Determin of Parce/~2003 ACE~54-71 etc Timothy Scruby. doc These are deeds of gift that conveyed fractional interests in the referenced parcels. None of these transactions had any effect on the status of these parcels or their development rights. Deeds in file DB/p, Date From To TM/P Percentage 1081 -335 i 11/20/89 Frances S. Ralph S. 54 - 71 50% 55- 14 1/6 69-39 25% 1219 - 700 2/7/92 Ralph S. Timothy & Alice 54-71 10% 1219 - 703 2_./7/92 Frances S. Timothy & Alice , 54-71 10% 1525 - 216 3/20/96 Frances & Timothy & Alice 54 - 71 7.5% Ralph 1081 - 339 11/20/89 , Ralph S. Brian 55 - 14 5% 1081 - 348 11/20/89 Frances S. Brian 55 - 14 5% 1090 -284 1/25/90 Ralph S. Brian , 55 - 14 5%, 1090 - 287 1/25/90 Frances + Brian 55 - 14 5% Ralph 1219 - 687 2/7/92 Ralph Brian 55 -14 2;67% 54 - 72A 2.67% 12i 9 - 690 2/7/92 Frances Brian 55 -14 2.67% 54 72A 2.67% 1081 - 342 11/20/89 Ralph' S. Timothy & Alice 69 - 39 4% 1081 345 11/20/89 Frances S. Timothy & Alice 69 - 39 4% 1090 - 290 1/25/90 Frances S. Timothy & Alice 69 - 39 4% , 'I,219 - 694 2/7/92 Ralph S. Brian 69 - 39 1% 1219 - 697 2/7/92 ; - Frances S. Brian 69 - 39 1% 1785 - 244 1/27/99 Frances Brian 69 - 39 5.5% Deeds not iQ file but referenced in 1785/245 1274 - 643 11/12/92 6% 1308 - 643 1/2/93 7.5 1308 - 652 1/2/93 7.5 1385 - 286 2/10/94 6% 1385 - 289 2/10/94 6% 1458 - 318 3/9/95 6% 1458 - 327 3/9/95 6% 1525 - 210 3/20/96 6% 1525 - 213 3/20/96 6% 1591 - 482 1/29/97 6% 1591 - 485 1/29/97 ?% 1672 - 608 1/22/98 , , , ' ?% 1672 - 611 1/22/98 6% WB 92 -167 13.5% I:\DEPT~BCZS~Determin of Parcel~2003 ACE~4-71 etc Timothy Scruby. doc i I ,f ./ '%. FAX (434) 972-4126 COUNTY OF ALBEMARLE Department of Building Code and Zoning Services 401 Mclntire Road, Room 227 Charlottesville, Virginia 22902-4596 TELEPHONE (434) 296-5832 TTD (434) 972-4012 December 30, 2003 Samuel Hill 7670 Scottsville Road Scottsville, VA 24590 RE: OFFICIAL DETERMINATION OF DEVELOPMENT RIGHTS AND PARCELS- Tax Map 130, Parcel 17B (Property of Samuel Hill) Section 10.3.1 Dear Mr. Hill: The County Attorney and I have reviewed the title information for the above-noted property, it is the County Attorney's advisory opinion and my official determination that Tax Map 130, Parcel 17B is a separate parcel with five (5) development rights. The basis for this determination is summarized as follows: Our records indicate Tax Map 130, Parcel 17B contains 145.21 acres and one dwelling. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 883, page 626. This analysis begins with Deed Book 359, page 485, dated June 24, 1960. This deed conveyed 145.69 acres from Mortimer A. Wilson and Elinor H. Wilson to Earl D. Roberts and Winifred B. Roberts. The property is more particularly described by a plat by O. R. Randolph, dated June 21, 1960 that is attached to this deed. The most recent deed for this parcel recorded prior to the adoption of the ordinance, December 10, 1980 is recorded in Deed Book Deed Book 684, page 745 and is dated August 29, 1979. This deed conveyed 1.04 acres from Earl D. Roberts and Winifred B. Roberts.to the Commonwealth of Virginia. This property is conveyed for the right of way of Route 20. The property is described as being a part of the same land acquired by the grantor from Mortimer A. and Elinore H. Wilson by the deed recorded in Deed Book 359, page 485. Based on this deed, Tax Map 130, Parcel 17B is determined to be a parcel of record with five (5) theoretical development rights. The deed noted that 0.56 acres is included in the existing right of way and 0.48 acres is additional land. The Real Estate Department reduced the acreage by 0.48 acres rather l:\DEPT~BCZ$~Determin of Parcel~2003 AC~130-17B Hill.doc Samuel Hill December 30, 2003 Page 2 than 1.04 acres. The County's real estate records will be revised to show that Parcel ~7'~ contains 144.65 acres rather than 145.21 acres. Deed Book 883, page 626, dated June 16, 1986, conveyed property from Earl D. Roberts and Winifred B. Roberts to Samuel Hill. The property is described as containing the 145.69 acres shown on the plat by O.R. Randolph recorded in Deed Book 359, page 487, less and except strip of land conveyed to the Commonwealth by the deed recorded in Deed Book 684, page 745. This transaction had no effect on the property's status as a parcel or on development rights. This parcel is entitled to the noted development rights if all other applicable regulations can be met. These development rights are theoretical in nature but do represent the maximum number of lots containing less than twenty one acres allowed to be created by right. If you are aggrieved by this determination, you have a right to appeal it within thirty days of the date notice of this determination is given, in accordance with Section 15.2-2311 of the Code of Virginia. If you do not file a timely appeal, this determination shall be final and unappealable. An appeal shall be taken only by filing with the Zoning Administrator and the Board of Zoning Appeals a notice of appeal which specifies the grounds for the appeal. An appeal application must be completed and filed along with the fee of $120. The date notice of this determination was given is the same as the date of this letter. If you have any questions, please contact me. Sincerely, J'/ohn Shepherd Manager of Zoning Administration Copies:~ McChesney Goodall, Coordinator of the ACE Program Gay Carver, Real Estate Department Ella Carey, Clerk Board of Supervisors Reading Files TM-P Acreage Division rights for 21 Development rights' acre minimum parcels TM 130-17B 144.65 6 5 I:~)EPT~BCZS~)etermin of Parcel~2003 AC~130-17B Hill.doc FAX I434) 972-4126 COUNTY OF ALBEMARLE Department of Building Code and Zoning Services 401 Mclnfire Road, Room 227 Chafloffesville, Virginia 22902-4596 TELEPHONE (434) 296-5832 TTD (434) 972-4012 December 30, 2003 James M.~nd Mary H. Shifflett 7819 Saint Claire Lane Baltimore, ND 21222 RE: OFFICIAL DETERMINATION OF DEVELOPMENT RIGHTS AND PARCELS- Tax Map 7, Parcel 25 (Property of James M. and Mary H. Shifflett) Section 10.3.1 Dear Mr. And Ms. Shifflett: The County Attorney and I have reviewed the title information for the above-noted property. It is the County Attorney's advisory opinion and my official determination that Tax Map 7, Parcel 25 is a separate parcel with five (5) development rights. The basis for this determination is summarized as follows: Our records indicate Tax Map 7, Parcel 25 contains 61.6 acres and one dwelling. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 761, page 163. The most recent deed for this parcel recorded prior to the adoption of the ordinance, December 10, 1980 is recorded in Deed Book Deed Book 292, page 304, dated November 6, 1950. This deed conveyed 61.6 acres from Thomas Shiflett to James Monroe Shiflett. Thomas Shiflett, the Grantor, retained a life estate in the property. This deed also conveyed a life estate to Loumonia Shiflett, wife of the Grantor. There have been no off-conveyances since this transaction. Based on this deed, Tax Map 73, Parcel 24 is determined to be a parcel of record with five (5) theoretical development rights. Deed Book 761, page 163, dated April 18, 1983, conveyed 61.6 acres from James Monroe Shifflett to James Monroe Shifflett and Mary H. Shifflett. The tract is further described as being the same property as was conveyed to James Monroe Shifflett by the deed recorded in Deed Book 292, page 304. This transaction had no effect on the status of this parcel or development rights. This parcel is entitled to the noted development rights if all other applicable regulations can be met. These development rights are theoretical in nature but do represent the I:\DEPT~CZS\Determin of Parcel~003 ACE~7-25 Shifflett. doc James M. and Mary H. Shifflett December 30, 2003 Page 2 maximum number of lots containing less than twenty one acres ~."owed to be created by right. If you are aggrieved by this determination, you have a right to appeal it within thirty days of the date notice of this determination is given, in accordance with Section 15.2-2311 of the Code of Virginia. If you do not file a timely appeal, this determination shall be final and unappealable. An appeal shall be taken only by filing with the Zoning Administrator and the Board of Zoning Appeals a notice of appeal which specifies the grounds for the appeal. An appeal application must be completed and filed along with the fee of $120. The date notice of this determination was given is the same as the date of this letter. If you have any questions, please contact me. Sincerely, John Shepherd Manager of Zoning Administration Copies: McChesney Goodall, Coordinator of the ACE Program Gay Carver, Real Estate Department Ella Carey, Clerk Board of Supervisors Reading Files TM-P Acreage Division rights for 21 Development rights acre minimum parcels TM 7-25 61.6 2 5 I:'J3EPT~BCZS\Determin of Parcel~.003 AC~7-25 Shifflett. doc FAX (434) 972-4126 COUNTY OF ALBEMARLE Department of Building Code and Zoning Services 401 Mclntire Road, Room 227 Charlottesville, Virginia 22902-4596 TELEPHONE (434) 296-5832 TTD (434) 972-4012 December 30, 2003 Henry C. Page, Jr. 4000 Pagebrook Farm Charlottesville, VA 22903 RE: OFFICIAL DETERMINATION OF DEVELOPMENT RIGHTS AND PARCELS- Tax Map 73, Parcel 24 (Property of Henry C. Page, Jr.) Section 10.3.1 Dear Mr. Page: The County Attorney and I have reviewed the title information for the above-noted property.. It is the County Attorney's advisory opinion and my official determination that Tax Map 73, Parcel 24 is a separate parcel with five (5) development rights. The basis for this determination is summarized as follows: Our records indicate Tax Map 73, Parcel 24 contains 558.9 acres and one dwelling. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 369, page 329. The most recent deed for this parcel recorded prior to the adoption of the ordinance, December 10, 1980 is recorded in Deed Book Deed Book 369, page 329, dated June 9, 1961. This deed conveyed a one-half undivided interest in 558 acres from Jack F. Page to Henry C. Page Jr. The property is described as being the same property in which a ~/~ undivided interest was conveyed to the party of the first part by the deed of C. Vest Wingfield dated September 21, 1942 and recorded in Deed Book 255, page 378. That deed conveyed 672 acres. This deed (369/329) also referenced a deed dated October 1, 1942 and recorded in Deed Book 255, page 382, in which the party of the first part along with Henry C. Page, Sr. conveyed 113.1 acres off to William G. Page. That deed contains a plat by Hugh Simms, dated September 1942. There have been no off- conveyances since this transaction. Based on this deed (369/329), Tax Map 73, Parcel 24 is determined to be a parcel of record with five (5) theoretical development rights. This parcel is entitled to the noted development dghts if all other applicable regulations can be met. These development rights are theoretical in nature but do represent the maximum number of lots containing less than twenty one acres allowed to be created by right. I:\DEPT~OZS~etermin of Parcel~2003 AC~73-24 Page.doc Pagebrook Farm December 30, 2003 Page 2 If you are aggrieved by this determination, you have a right to appeal it within thirty days of the date notice of this determination is given, in accordance with Section 15.2-2311 of the Code of Virginia. If you do not file a timely appeal, this determination shall be final and unappealable. An appeal shall be taken only by filing with the Zoning Administrator and the Board of Zoning Appeals a notice of appeal which specifies the grounds for the appeal. An appeal application must be completed and filed along with the fee of $120. The date notice of this determination was given is the same as the date of this letter. If you have any questions, please contact me. Sincerely, John Shepherd Manager of Zoning Administration Copies: McChesney Goodall, Coordinator of the ACE Program Gay Carver, Real Estate Department Ella Carey, Clerk Board of Supervisors Reading Files TM-P Acreage Division rights for 21 Development rights acre minimum parcels TM 73-47 558.9 26 5 I:~:)EP'r~BCZS~Determin of Parcel~?.003 AC~73-24 Page.doc FAX (434) 972-4126 COUNTY OF ALBEMARLE Department of Building Code and Zoning Services 401 Mclntire Road, Room 227 Charlottesville, Virginia 22902-4596 TELEPHONE (434) 296-5832 TrD (434) 972-4012 January 8,2004 Carlo Colombini 2660 Pinch Em Slyly Place Charlottesville, VA 22911 RE: OFFICIAL DETERMINATION OF DEVELOPMENT RIGHTS AND PARCELS- Tax Map 47, Parcels 12A & 14 and Tax Map 62, Parcels 50F & 52 (Property of Carlo Colombini and Red Bud Land Trust) Section 10.3.1 Dear Mr. Colombini: The County Attorney and I have reviewed the title information for the above-noted prOperty. It is the County Attorney's advisory opinion and my official determination that Tax Map 47, Parcel 12A is a separate parcel with one (1) development right. Tax Map 47, Parcel 14 is a separate a parcel with five (5) development rights. Tax Map 62, Parcel 50F is a separate parcel with five (5) development rights. Tax Map 62, Parcel 52 is a separate parcel with five (5) development rights. The basis for this determination is summarized as follows: Tax Map 47~ Parcels 12A & 14 Our records indicate Tax Map 47, Parcel 12A contains 1.000 acre and no dwellings. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 527, page 389. Our records indicate Tax Map 47, Parcel 14 contains 65.500 acres and no dwellings. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 527, page 389. The most recent deed for these two parcels recorded prior to the adoption of the ordinance, December 10, 1980 is recorded in Deed Book 527, page 389 and is dated April 19, 1973. This deed conveyed between 60 and 65 acres frOm Charles Wm. Hurt to Carlo and Martha Ann Colombini. The property is described in part as containing between 60 and 65 acres in grOss and not by the acre and designated on Tax Map 47 as Parcels 12A and 14. The deed also references a plat recorded in Deed Book 149, I:\DEPTtBCZ~Determin of Parcel~2003 ACEt47-12A etc Colombini.doc Carlo Colombini January 8, 2004 Page 2 page 65 and an agreement that fixed a boundary line recorded in Deed Book 446, page 302. There have been no off conveyances since the recordation of this deed. Based on this deed, Tax Map 47, Parcel 12A and Parcel 14 are determined to be parcels of record. Parcel 12A has one (1) theoretical development right. It is unlikely that this development right can be utilized because the entire parcel appears to be in the flood plain of the Rivanna River. Parcel 14 has five (5) theoretical development rights. Tax Map 627 Parcel 50F Our records indicate Tax Map 62, Parcel 50F contains 41.000 acres and no dwellings. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 618, page 107. The most recent deed for this property recorded prior to the adoption of the ordinance, December 10, 1980 is recorded in Deed Book 618, page 107 and is dated April 15, 1977. This deed conveyed a tract from Charlottesville Associates to Carlo Colombini, Trustee for Red Bud Land Trust. The property is described in part as being all that certain lot or parcel of land, containing 41.02 acres, and more particularly described as Tract B on a plat prepared by Warren F. Wade C.L.S. dated December 26, 1968 and recorded in Deed Book 454, page 176. There have been no off conveyances since the recordation of this deed. Based on this deed, Tax Map 62, Parcel 50F is determined to be a parcel of record with five (5) theoretical development rights. Tax Map 62, Parcel 52 Our records indicate Tax Map 62, Parcel 52 .contains 50.398 acres and no dwellings. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 780, page 670. This analysis begins with Deed Book 600, page 515. This is a Certificate of Plat signed on September 15, 1975. The deed references two plats by B. Aubrey Huffman and Associates, both labeled Carlo Colombini Property, being parcel 52 on Sheet 62 and Parcels 1C and B on Sheet 63. The deed notes that these plats replace the previous plat by B. Aubrey Huffman dated June 7, 1966. However, only one of these plats was actually recorded. The recorded plat shows the location of Lots 1,2 & 3 and the metes and bounds of the residue containing 97.24 acres. I:~DEP'r~czs~Determin of Parcel~2003 ACE~47-12A etc Colombini.doc Carlo Colombini January 8, 2004 Page 3 Deed Book 611, page 459 contains a Certificate of Plat dated December 30, 1976. As noted above, the instrument recorded in Deed Book 600, page 515 included only one of the two plats intended for recordation. The plat recorded with this certificate is labeled The Carlo Colombini Property. The plat shows Lots 1, 2 and 3, all fronting on Route 20 and a residue containing 97.24 acres. The preliminary plat for Redbud was approved on September 27, 1979 by the Planning Commission. The plat by Kurt Gioeckner, dated August 20, 1979, shows twenty 2-acre lots. The preliminary plat, as is customary, was not recordedl Deed Book 780, page 670 contains a Declaration of Covenants, Conditions and Restrictions by Carlo and Martha Ann Colombini, dated October 27, 1983. The declaration applies to 46.842 acres, containing 20 lots, shown on a subdivision plat by GIoeckner & Lincoln attached to the Declaration. As a result of this subdivision the residue of Parcel 52 contained 50.398 acres. There have been no off-conveyances since the recordation of this deed. On September 21, 1988 the zoning ordinance was amended to include the following provision: "For purposes of this section, any lot shown on a preliminary or final subdivision plat which was approved by the proper authority of the county in accordance with the law prior to the adoption of this ordinance, and which plat was subsequently recorded in due course, shall be deemed to be a lot of record at the time of the adoption of this ordinance." Parcel 52 and the parcels comprising the Redbud Subdivision were subject to former Section 6.5.3. This provision was not included in the wholesale revision of the non-conforming provisions, adopted on June 14, 2000. However, these revisions did not undo Parcel 52's status a "lot of record." On the basis of the approval of the Redbud Subdivision Preliminary plat prior to the adoption of the ordinance, the policy that was codified in the zoning ordinance in section 6.5.3 and the final plat that is reCorded with this deed, it is determined that Parcel 52 is deemed to be a parcel of record with five (5) development rights. These parcels are entitled to the noted development rights if all other applicable regulations can be met. These development rights are theoretical in nature but do represent the maximum number of lots containing less than twenty one acres allowed to be created by dght. If you are aggrieved by this determination, you have a right to appeal it within thirty days of the date notice of this determination is given, in accordance with Section 15.2-2311 of l:\DEPT~CZS\Determin of Parcel~003 AC~47-12A etc Colombini.doc Carlo Colombini January 8, 2004 Page 4 the Code of Virginia. If you do not file a timely appeal, this determination shall be final and unappealable. An appeal shall be taken only by filing with the Zoning Administrator and the Board of Zoning Appeals a notice of appeal which specifies the grounds for the appeal. An appeal application must be completed and filed along with the fee of $120. The date notice of this determination was given is the same as the date of this letter. If you have any questions, please contact me. Sincerely, Manager of Zoning Administration Copies: McChesney Goodall, Coordinator of the ACE Program Gay Carver, Real Estate Department Ella Carey, Clerk Board of Supervisors Reading Files TM-P Acreage Division rights for 21 . Development rights acre minimum parcels TM 47-12A 1.0 0 .... 1' TM 47-14 65.5 2 5 TM 62-50F 41.0 1 5 TM 52-52 50.398 1 5 TOTAL 4 16 1:\~3EP'l'~BCZS~ete~in of Parcel~003 AC~47-12A etc Colombini.doc FAX (434) 972-4126 COUNTY OF ALBEMARLE Department of Building Code and Zoning Services 401 Mcln~re Road, Room 227 Charlottesville. Virginia 22902-4596 TELEPHONE (434) 296-5832 TTD (434) 972-4012 January 20,2004 American Environment Foundation 1937 Laskin Road Virginia Beach, VA 23454 RE: OFFICIAL DETERMINATION OF DEVELOPMENT RIGHTS AND PARCELS- Tax Map 85, Parcel 40 (Property of American Environment Foundation) Section 10.3.1 Dear American Environment Foundation: The County Attorney and I have reviewed the title information for the above-noted property. It is the County Attorney's advisory opinion and my official determination that Tax Map 85, Parcel 40 is one parcel with no (0) development rights. The basis for this determination is summarized as follows: Our records indicate Tax Map 85, Parcel 40 contains 182.4 acres and no dwellings. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 2160, page 604. This analysis begins with Deed Book 668, page 21, dated March 22, 1979. This deed conveyed 416.1 acres from Martin Albert & Barbara Albert and Samuel D. Caughron to Duntree Limited Partnership, The property is further described as Tract Number 1 shown on a plat made by T.W. Saunders dated October 1950, recorded in Deed Book 310, page 541. This is the same property that was conveyed by the deed of William N. Evans and Edna L. Evans, dated May 15, 1978 and recorded in Deed Book 647, page 646. Deed Book 677, page 14, dated May 31, 1979, contains a Declaration of Covenants and Restrictions by Duntree Limited Partnership. The deed includes a plat by Higgs and Shumate, revised April 10, 1979, entitled Section One, Miran Forest. The plat shows the subdivision of a portion of the 416.1-acre tract into lots numbered 1,2, 3, 4, 5, 6, 11,21, 22 and 23. This plat was approved by the County on July 11, 1979. Deed Book 689, page 731, dated February 14, 1980, contains a deed of Partial Release by-and between Richard Reeves, Trustee, The Federal Land Bank of Baltimore, Martin Albert & Barbara Albert, Samuel D. Caughron and Duntree Limited Partnership. The I:\DEPT~BCZS\Determin of Parcel~003 ACE~85-40 AEF.doc American Environment Foundation January 20, 2004 Page 2 Trustee releases a portion of the property from the lien of a deed of trust recorded in Deed Book 647, page 647. The property is identified as Section Two, Miran Forest on a plat of Higgs and Shumate, dated October 10, 1979 and attached to this deed. The property is more particularly described as Lots 7, 8, 9, 10, and 12 thru 20. The plat notes that Section One contains 57 acres, Section Two contains 88.6 acres and the Natural Area contains 270.5 acres. This plat was approved by the County on February 25, 1980. The most recent instrument for this parcel recorded prior to the adoption of the ordinance, December 10, 1980 is recorded Deed Book 700, page 16. This contains revised plats of Section One and Section Two, Miran Forest by Higgs and Shumate. The Section One plat was revised on August 25, 1980. Section Two was revised on August 25, 1980. These revised plats were recorded on August 29, 1980. The plat for Section Two notes that Section One contains 59 acres, Section Two contains 88.6 acres and the Natural Area contains 268.5 acres. On the basis of these two plats, it is determined that the residue of the 416.1-acre tract, containing 268.5 acres is comprised of two lots of record, separated by Sections I & 2, as defined by Section 10.3. Deed Book 820, page 272, dated June 23, 1984, contains a Supplemental Declaration of Covenants and Restrictions that annexes Section Three to the agreement. Section Three contains Lot 24, "A" Pond Parcel, "B" Forest Parcel and Front Gate, all shown on a plat of Higgs and Shumate, dated December 21, 1983, and recorded with this Supplemental Declaration. One development right associated with the northern portion of the Natural Area was used to create Lot 24, one was used to create the Front Gate parcel and three were retained by "B" Forest Parcel. All five development rights associated with the southern portion of the natural area were allocated to "A" Pond Parcel, containing 22.431 acres. The Residual Area, containing 182,4 acres and the subject of this determination retained no development rights. Deed Book 823, page 693, dated December 28, 1984, conveyed 182.4 acres from Duntree Limited Partnership to the Shenandoah Wildlife Center. The property is identified as "Residual Area" on the plat of Thomas Shumate, revised on February 7, 1984 that is recorded in Deed Book 820, page 273. The property was conveyed to allow its use as a wildlife habitat and as a natural area subject to certain terms and restrictions. The terms and conditions specified in the deed have no effect on the status of the property as a separate parcel or on development rights. Deed Book 1950, page 612, dated August 25, 2000, contains a Quit Claim Deed and a Deed of Correction in which the Wildlife Center of Virginia, formerly known as the Shenandoah Wildlife Center conveyed all of its interest in property to the Wildlife Center of Virginia Foundation. The property is identified as the 182.4 acres designated as I:\DEPT~CZS~etermin of Parcel~2003 AC~85-40 AEF.doc American Environment Foundation January 20, 2004 Page 3 Residual Area and shown on the plat by Thomas Shumate recorded in Deed Book 820, page 278. This transaction had no effect on the status of the property as a separate parcel or on development rights. Deed Book 2160, page 601, dated February 1,2002, contains a Quit Claim deed in which the Wildlife Center of Virginia, formerly known as the Shenandoah Wildlife Center conveyed all of its interest in property to the Wildlife Center of Virginia Foundation. The property is identified as the 182.4 acres designated as Residual Area and shown on.the plat by Thomas Shumate recorded in Deed Book 820, page 278. The deed carries a hand written note stating that it corrects the deed recorded in Deed Book 1950, page 612. This transaction had no effect on the status of the property as a separate parcel or on development rights. While this property is subject to the provisions of the above referenced deeds, the zoning ordinance allows the creation of lots containing at least 21 acres if all other regulations can be met. If you are aggrieved by this determination, you have a right to appeal it within thirty days of the date notice of this determination is given, in accordance with Section 15.2-2311 of the Code of Virginia. If you do not file a timely appeal, this determination shall be final and unappealable. An appeal shall be taken only by filing with the Zoning Administrator and the Board of Zoning Appeals a notice of appeal which specifies the grounds for the appeal. An appeal application must be completed and filed along with the fee of $120. The date notice of this determination was given is the same as the-date of this letter. If you have any. questions, please contact me. Sincerely, John Shepherd Manager of Zoning Administration Copies: McChesney Goodall, Coordinator of the ACE Program Gay Carver, Real Estate Department Ella Carey, Clerk Board of Supervisors Reading Files I:\DEPT~BCZS~Determin of Parcel~2003 ACE~85-40 AEF.doc American Environment Foundation January 20, 2004 Page 4 TM-P Acreage Division rights for 21 Development rights acre minimum parcels TM 85-40 182.4 8 0 h~)EPT',BCZS\Determin of Parcel~003 AC~85~40 AEF,doc FAX (434) 972-4126 COUNTY OF ALBEMARLE Department of Building Code and Zoning Services 401 Mclntire Road~ Room 227 Charlottesville. Virginia 22902-4596 TELEPHONE I~434) 296-5832 ~0~'0¢40~. TTD (434) 972-4012 January 20,2004 Brian G. Scruby P.O. Box 83 Greenwood VA 22943 RE: OFFICIAL DETERMINATION OF DEVELOPMENT RIGHTS AND PARCELS- Tax Map 54, Parcel 72A, Tax Map 55, Parcel. 14 and Tax Map 69, Parcel 39A (Property of Brian G. Scruby) Section 10.3.1 Dear Mr. Scruby: The County Attorney and I h'ave reviewed the title information for the above-noted property. It is the County Attorney's advisory opinion and my official determination that Tax Map 54, Parcel 72A is a special lot appurtenant to Parcel 14 created for the purpose of access. It has no development rights. Tax Map 55, Parcel 14 is a parcel of record with five (5) theoretical development rights. Tax Map 69, Parcel 39A is a parcel created in 1992 with two (2) theoretical development rights. The basis for this determination is summarized as follows: Tax Map 54i Parcel 72A Our records indicate Tax Map 54, Parcel 72A contains 1.100:acres and no dwellings. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 1868, page 598. Deed Book 1190, page 74, dated March 6, 1991, conveyed 1.1 acres from the Commonwealth of Virginia to F. Bradley Peyton, III, Brian G. Scruby, Ralph E. Scruby and Francis L. Scruby. The property is shown on the revised plans for Route 64 between Station 1734+40 and Station 1739 + 70. The zoning ordinance in effect at the time of this transaction required that a new development lot in the Rural Areas meet certain requirements, including a minimum area of two acres, a building site, a development right assigned from a lot of record and County approval. This parcel meets none of these criteria. Rather, this transaction created this parcel as a special lot, for the express sole purpose of access for the southern portion of Parcel 14 to Route 690. This lot is in a class with well lots, cemetery lots and other special use lots created for a specific limited purpose. I:\DEPT~CZS~Determin of Parcel~2003 AC~54-72A etc Brian Scruby. doc Brian Scruby January 20, 2004 Page 2 Deed Book1868, page 598, dated OctOber 20, 1999, conveyed 1.1 acres from Gertrude Breckenridge Peyton, Francis Bradley peyton IV, Bayne P. RUssel, Scott B. Peyton, individually and as Co-Executors of the Estate of F. Bradley Peyton III and as Trustees of the F. Bradley Peyton Trust to Brian Scruby. The land is the same as was conveyed by the deed in Deed Book 1190, page 74 and shown in the Highway Plat Book XI, page 238 for a further description. Based on the circumstances of the creation of this lot it is determined that Tax Map 54, Parcel 72A was established for the sole purpose of access to Route 690 and therefore, does not have a development right. Tax Map 55~ Parcel 14 Our records indicate Tax Map 55, Parcel 14 contains 43.510 acres and one dwelling. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 1219, page 707. Deed Book 135, page 149 contains an order, dated March 16, 1907 that partitions the land of Mrs. Julia B. Shirley in accord with her will. The land is shown to contain 162 acres, 2 roods and 37 poles on a survey by J. R. Furguson that is attached to the deed. The Court assigned Lot 2, containing 57- 50/160 acres to C. B. Shirley. This tract is now identified as T.M. 55-14. Deed Book 426, page 564, dated March 9, 1967, is a Certificate of a taking of 13.93 acres by the State Highway Commissioner from Clara G. Shirley. The taking was for the acquisition of right of way for Route 64. The land taken is described as Parcel A containing 13.69 acres and Parcel B containing 0.3 acres. Although the property was physically separated by Route 64 as a result of this transaction, itwas not legally separated. This finding i's based-on-the VirginiaSupreme Court's decision in Chesterfield County v. Sti.qall, 262 Va, 697 (2001). Stigall requires, at a minimum, that each lot separated by a public road must be identified on a recorded plat or legal description as a separate lot to qualify as a lot of record as defined in Section 10.3. Therefore, it is determined that Parcel 14 is a single parcel of record with five (5) development rights. Tax Map 69~ Parcel 39A Our records indicate Tax Map 69, Parcel 39A contains 56.889 acres and no dwellings. The property is not in an Agricultural Forestal District. The most recent deed for this property is recorded in Deed Book 1785, page 244. I:~EPT~BCZS\Determin of Parcel~.003 ACE~54-72A etc Brian Scruby.doc Brian Scruby January 20, 2004 Page 3 This analysis begins with Deed Book 210, page 588, dated October 15, 1930. This deed conveyed 7 3,~ acres from C. B. Shirley and Clara G. Shirley to Ben D. Showers. The parcel is shown on a plat that is attached to the deed. The 7.75-acre tract now is comprised of Parcel 40 and 40A on Map 69. As a result of this off-conveyance, the original Parcel 39 is determined to have been divided into three separate tracts. The acreage .of these tracts is not indicated in the deed. This is in accord with the determination by the Zoning Administrator, dated November 18, 1992, that Parcel 39 was then found to be two tracts as follows: The western parcel containing 25.318 acres and the eastern parcel containing 126.27 acres. The 7.75-acre parcel is situated between these two tracts. It is on the basis of this deed that the western portion of Parcel 39, now comprised of T.M. 69- 39A and T.M. 70- 33A, is determined to be a lot of record per section 10.3. Deed Book 1274, page 463 contains a Deed of Partition and Gift that is dated November 12, 1992. It is between Francis Shirley Scruby & Ralph Edwin Scruby, Brian Gray Scruby and Timothy Mark Scruby & Alice Rowe Scruby, Grantors and Grantees. The purpose of this deed is to divide the Grantors' proportional interest in a tract that contained 151.588 acres and was identified as Tax Map 69, Parcel 39 into clearly defined fee simple estates. The particular parcels described in this deed are shown on an attached plat by S. L. Key, dated November 12, 1992 and revised on November 24, 1992. The parcel is divided as follows: 94.699 acres were conveyed to Timothy Mark Scruby and Alice Rowe Scruby. The land is described as Parcel Y containing 69.381 acres (TM 70-33A) and Residue containing 25.318 acres (TM 69-39). The plat allocated 3 development rights to Parcel Y and noted that the residue retained 5 development rights. 56.889 acres were conveyed to Brian Gray Scruby. The land is described as Parcel X on S.L. Key's plat. (TM 69-39A) The plat allocated 2 development rights to Parcel X. The Grantors conveyed to Francis Shirley Scruby an undivided 43% interest in the 56.889 acre tract. The Grantors also conveyed to Ralph Edwin Scruby an undivided 51% 'interest in the 56.889 acre tract. As a result of this transaction, TM 70-33A had 69.381 acres and 3 development rights. TM 69-39 had 25.318 acres and 5 development rights. TM 69-39A had 56.889 acres and 2 development rights. I:~)EPT~BCZS\Determin of Parcel~003 ACE-~54-72A etc Bdan Scruby.doc Brian Scruby January 20, 2004 Page 4 These parcels are entitled to the noted development rights if all other applicable regulations can be met. These development rights are theoretical in nature but do represent the maximum number of lots containing less than twenty one acres allowed to be created by right. If you are aggrieved by this determination, you have a right to appeal it within thirty days of the date notice of this determination is given, in accordance with Section 15.2-2311 of the Code of Virginia. If you do not file a timely appeal, this determination shall be final and unappealable. An appeal shall be taken only by filing with the Zoning Administrator and the Board of Zoning Appeals a notice of appeal which specifies the grounds for the appeal. An appeal application must be completed and filed along with the fee of $120. The date notice of this determination was given is the same as the date of this letter. If you have any questions, please contact me. Sincerely, Manager of Zoning Administration Copies: McChesney Goodall, Coordinator of ACE Program Gay Carver, Real Estate Department Ella Carey, Clerk Board of Supervisors Reading Files TM-P Acreage DiviSiOn rights for 21 Development rights acre minimum parcels TM 54-72A 1.1 0 0 TM 55-14 43.510 0 . . 5 TM 69-39A 56.889 2 2 TOTAL 106.255 2 7 Enclosed: 1980 and 2002 Tax Maps Gift deeds that conveyed fractional ownership interests I:~DEPT~BCZS~Determin of Parcel~003 ACE~54.72A etc Bdan Scruby.doc ,t --I I..- Z 0 · !.1.1 These are deeds of gift that conveyed fractional interests in the referenced parcels. None of these transactions had any effect on the status of these parcels or their development rights. Deeds in file · DB/p Date From To - TM/P, Percentage 1081 - 335 11/20/89 Frances S. Ralph S. 54 - 71 50% 55- 14 1/6 69-39 25% 1219 - 700 2./7/92 Ralph S. Timothy & Alice 54-71 10% 1219 - 703 2/7/92 Frances S. Timothy & Alice 54-71 10% I525 - 216 3/20/96 Frances & Timothy & Alice 54 - 71 7.5% Ralph 1081 - 339 11/20/89 Ralph S. Brian 55 - 14 5% 1081 - 348 11/20/89 Frances S. Brian 55 - 14 5% 1090 -284 1/25/90 Ralph S. Brian 55 - 14 5% 1090 - 287 1/25/90 Frances + Brian 55 - 14 I 5% Ralph 1219 - 687 2/7/92 Ralph Brian 55 -14 2.67% 54 - 72A 2.67% 1219- 690' 2/7/92 Frances Brian 55-14 2.67% 54 - 72A 2.67% 1081 - 342 11/20/89 Ralph S. Timothy & Alice 69 - 39 4% 1081 345 11/20/89 Frances S. Timothy & Alice 69 - 39 4% 1090 - 290 1/25/90 Frances S. Timothy & Alice 69 - 39 4% 1219 - 694 2/7/92 Ralph S. Brian 69 - 39 1% 1219 - 697 2/7/92 Frances S. Brian 69 - 39 1% 1785 - 244 1/27/99 Frances Brian 69 - 39 5.5% Deeds not in file but referenced in 1785/245 1274 - 643 11/12/92 ' - 6% 1308 643 1/2/93 7.5 1308 652 1/2/93 7.5 1385 - 286 2/10/94 6% 1385 - 289 2/10/94 6% 1458 - 318 3/9/95 6% 1458 - 327 3/9/95 6% 1525 - 210 3/20/96 6% 1525 - 213 3/20/96 6% 1591 - 482 ' 1/29/97 6% 1591 - 485 1/29/97 ?% 1672 - 608 1/22/98 ?% i 672 - 611 1/22/98 6% WB 92 -167 13.5% I:\DEPT~BCZS~)etermin of Parcel~003 ACE~54-72A etc Brian Scruby.doc i ECE VED County of Al~rnsrle County Executive's Office PHILIP A. SHUCET COMMISSIONER January 20, 2004 COMMONWEALTH of VIRGINIA DEPARTMENT OF TRANSPORTATION 701 VDOT WAY CHARLOTTESVILLE, VA 22911 JAMES L. BRYAN RESIDENT ENGINEER Mr. Robert W. Tucker County Office Building 401 Mclntire Road Charlottesville, VA 22902 Blenheim Road (795) hard surfacing Dear Bob, At its January meeting, the Board of Supervisors asked me to defer issuing a permit that allows Murcielago LLC, at its own expense, to hard surface approximately three miles of Blenheim Road from Route 708 to Route 713 until the impacts could be evaluated more thoroughly. Attached is the fact sheet I distributed -at the December meeting. Last week, along with county staff, I met with a group of the neighbors in order to get their views -- and later with the individual who wants to do the work and has offered to pay for the project. The local neighbors' main concerns were increased travel and speed and the impact to the rural character of the area. County staff can address the issue of "altering the rural character" of the area better than I can; and I understand that the Board will also evaluate this issue in making its decision whether or not to support the hard surfacing. From a safety and cost standpoint, hard surfacing this road is in the public's best interest. Compared to the gravel roadway, a hard surface on this roadway is safer for motorized and bicycle traffic because of stability, visibility and width. There are no public funds associated with its construction and the operational cost to maintain it is far less that that for the gravel road. More traffic on 795 (and less on US 20) may result as a result of hard-surfacing because it offers local residents more attractive travel options. I recommend that we permit the applicant to hard surface this particular section of Blenheim Road. Please call me if you have any questions. Yours truly, "---JL'B/smk attachment TRANSPORTATION FOR THE 21 ST CENTURY VDOT Fact Sheet Proposed Improvements to Blenheim Road (Route 795) Location · From the Int. of Route 7'08 to the Int. Route 713 (approx. 3.7 miles) Description.. · Currently a gravel road; · The road is not on the Secondary Six Year Improvement Plan or Albemarle County's Priority List for Secondary Road Improvements; · The traffic volume for the road is approximately 50 AADT. Developer · The owner of Mt. Pleasant Farm and several of the adjacent properties is Murcielago, LLC; · The on-site pemon is Tom Sullivan; · The owners have retained Tom Gale of Roudabush & Gale to develop the line drawing plans for the improvements. Proposal · Propose to rebuild the section of Route 795 from the Int. of Route 708 to the Int. Route 713 (approx. 3.7 miles); · The proposal includes providing the necessary ROW (50 feet) along their frontage and agreements negotiated with the other property owners for easements and/or ROW to construct the project. · The proposal is to construct the road to current VDOT standards providing18 feet paved riding surface with 2 feet of shoulder and 3 feet to the center of the ditchline one both sides of the pavement surface; · The drainage facilities are also to be updated; · The existing 14-ton single lane bridge will be maintained and not improved with this proposal. Timeline · · The owner is currently logging the property under his control; The owners are in the process of installing erosion control measures to stabilize disturbed areas to include silt fence, temporary seed and mulch, and additional stone on the roadway; The owners have opened the entrance to parcels #36 and #38 and are in communication with the individual properties along the roadway; The line drawing plans are under development and should be submitted for review this winter; The owner proposes to begin construction this spring and complete the work before the end of 2004. Process · County Staff has been advised of the proposal and will be included on the plan development and review process. The proposed improvements if approved will be built and inspected under permits issued through VDOT. i February 2004 Mission Essential Tasks Assessment Construction & Maintenance Planning & Traffic Engineering · Issues Mission The VDOT Charlottesville Residency builds and maintains roads, provides transportation expertise and regulatory authority and facilitates traffic en~ineerin~ issues for Albemarle and Greene Counties in ways that are: · focused on public safety · fiscally and environmentally responsible · supportive of alternative transportation means · supportive of neighborhood and regional development ESSENTIAL TASKS TASK MAINTAIN SECONDARY & P~MARY ROADS o ROW: mow, ditch, pipes, trim, signs, patrols o ROADWAY: grade, pave, patch o EMERGENCY OPS o REPAIR & BUILD BRIDGES ASSESSMENT (see legend below) (A) REMARKS - Replaced damaged bridge rail Rt 20 bridge Deck repairs on Rt 628 bridge 0 MAINTAIN EQUIPMENT ESSENTIAL TASKS (continued) TASK 2. MANAGE CONSTRUCTION PROGRAM o PE Activities ASSESSMENT REMARKS (see legend below) ® (G) Airport Road, Rt 649, advertised for construction. Bid due 2/25/04 o Project Construction ESSENTIAL TASK__S (continued) Task 3. CONDUCT PLANNING ACTIVITIES Assessment (See legend below) ®(G) Remarks o Issue and review permits o Review site plans and rezoning request o Conduct studies and advise o Inspect and monitor subdivisions - 35 land use permits issued - 7 Revised plans reviewed & comments provided as needed - 5 new site plans reviewed - 10 Special Use Permits reviewed & comments provided - 8 developments in planning stages - I Rezonings reviewed - 4 subdivision plan reviews - 2 subdivisions inspected for acceptance -1 subdivision accepted ESSENTIAL TASKS (continued) TASK 4. FACILITATE TRAFFIC ENGINEERING o Request and advise on signals & signs o Request and advise on studies & data o Assist with design ASSESSMENT (see legend below) (G) REMARKS - 10 Traffic issues submitted - 8 Traffic issues outstanding PRELIMINARY ENGINEERING February 2004 Albemarle County Six-Year Plan Project Status Primary Projects Route PPMS Designer ProjectNumber Descriptiou Scoph~g Survey Review P.H. h~spect. R/W Adv. Comments 53 18897 BAA 0053~002-IOI, B60i B;idgeRePiacenieiit~Bucklslandcreek ~ ~~ ~~ 0i~04 9104 OnSchedule (UPdated9-O3) Widening pave Shoulder 20 60395 BAA 002-002-129,N501 Rte, 20 N Various Locations ~ N/A N/A N/A N/A WA 1-04 On Schedule (Updated 09-03) Widening pave Shoulder 250 60396 BAA 0250-002-117,N501 Rte250EVariousLocations ~ ~ ~)A N)A NiA 'N)A N)A 1,04 0nsChedUie(uPdaied09:03) Seconda Airport Road Advertised 649 2456 SI.M O649-O02-k58,C501 4-t ...... /sidewalks &bike lanes ~ ~ ~~ ~~~ iuPdat~doi~04) Jarman Gap Rd Public Mtg.Comments submitted 691 11129 DWS O691-O02-1581C5OI 2-lanes w/bike la .... &sidewalk ~ ~ ~~ t; ~;ttlltyi(uPd~d i0 0~i Mchtire Rd. Ext. NewAligument On schedule for advertisement 631 2530 BAA 0631-O02-128,C502 MeadowCreekParkway ~ ~ ~ ~04 8-05 6-06 6-08 (Updated IO-03) Free State Rd. Connector !9 M0;h~a~!ivity -- 52393 JWH ROO0-002-259,C501 Coustmct 2 lanes on 4-lane R/W (Updated '0-02) __ Gravel Roads PRELIMINARY ENGINEERANG February 2004 Greene County Six Year Plan Project Status Secondary Projects .............. Field Field Route PPMS Designer Project Description Scope Survey Review P.H. Insp. R/W Adv. Comments Bacon HollowRoad Widen and straighten 2-lane roadway 627 51022 RDL 0627-039-195,C501 Fr. Rte, 615 to Rte 632 II~~ ~ ~ 6-04 11-05 (uDOateO §-03) Gravel Roads 0.35 Mi. E. Rte 6t9 Widen and Surface Treat -Gravel Road 618 64173 0618-002-P 57,N501 Orange Co. Line I/~~~~~~ Contract Awarded (updated 1-04) Watson Road Widen and Surface Treat- Gmvelroad 640 2515 0640-039-137,N501 Fr. Rte,633 to DeadEnd 11-03 N/A N/A N/A N/A N/A tt-05 (updated 10-03) CONSTRUCTION PAVING & CONSTRUCTION PROJECTS CHARLOTTESVILLE RESIDENCY CONSTRUCTION PROJECTS 04 Percent Street Name Project Description Complete Contract Dec Jan Feb Mar Cost V~ri~S Int. in U000-104-114,C501 Traffic Signalization 35 35 the City of Remarks: Contractor plans to begin signal pole foundations Charlottesville depending on weather. Mountain Vista 0737-002-Pe8,N501 ]Secondary Rd Improvement ~~ ~ ~ 90 90 Remarks: Plan to complete all work minus paving by end of December. Paving will be scheduled in the spring. Scottsville Road (NFO)0020-002-126, C501, B608 ]Bridge over Hardware River ...... ~~ ~ ~ 0 0 Remarks: Contractor plans to pour foundation for south side bridge abutment during January. Mayo Road 0650~039-P56,N501 ]Secondary Rd Improvement ¥ ¥ ~ ¥ 90 90 Remarks: Plan to complete all work minus paving by end of December. Paving will be scheduled in the spring. Various Sec. PM-7B-03 I Asphalt Overlay _ ~ ~ ~ ¥ 95 95 ~nd Primary Remarks: Paving Rts 623 & 633 in Greene Co. postponed until Roads spring. Dyke Road 0810-039-146, C501 ]'Secondary Rd. Improvement ~ ~ ~¥ 0 0 Remarks: Contractor has procured a staging area; will be installing construction signs; begin clearing if weather permits Pr MOWING Pr 1 PATCHING Pr 2 GRADE/MACHINE/ ADD STONE Pr 3 DITCH/PIPE MAINTENANCE Yancey Mills Headquarters JANUARY Clean s~,~o~4__~e,:q,~me~'~t and s~ock None Rts 64, 250, 29, 635 Rts 637, 633, 634, 689, 811, 611 Rt 745 Goa~: None FEBRUARY Pa utes Rts 64 29 691 684 Rts 702, 745, 683, 637, 689 Rt 633 Pr 6 GUARDRAIL/ MOWING Rts 635, 637 Pr 5 GUARDRAIL REPAIR Pr 4 EQUIP MAINT Pr EMERGENCY OPS Pr 7 OTHER Rts 29, 64 PER SCHEDULE Snow events 1/8; 1/14; 1/17; 1/25 Remove dead trees Rts 708, 633 Rts 29, 689, 708, 691 Rts 29, 64 PER SCHEDULE Repair shoulders Rts 64, 250 MOWING ~>r 4 PATCHING ~C ~.... GRADF_JMACHI NE/ ADD STONE ~r 2 DITCH/PIPE Pr GUARDRs/~I L/ MOWING ~i~ GUARDRAI L REPAIR EQUIP MAINT P/r- EMERGENCY CPS OTHER MAINTENANCE Free Union Headquarters January 'Tree arid Debris Re~'~ova# Brush Removal -Rts 614, 810, 1390. 1322, 1002 Clear Rivanna Lot Spot Patching - Rts 743, 810, 606, 601. 1403. 660, 250, 674 677. 671 ,665, Rts 662, 674, 667, 673, 821 Cleaned drains - Rts 614, 1452, 662 February Mowing Complete Tree/Brush Removal - Rts 810, 665, 743 (3000 Block) Spot Patch As Needed Shoulder Repair - Rts 250, 601, 654 Machine and Add Stone - Rts 606, 643, 661, 662, 673, 675, 756, 766, 776, 671, 668, 678 Clean and Repair Drains - its 662, 671, 609 Rt 810 Complete Rt. 614 Complete Snow Equipment Repair and Cleanup Icy Roads - 29 @ Berkshire Snow Event - 1/8- 1/10 Snow Event - 1/14 Snow EMent ~ 1/17 - 1/18 Snow Event - 1/25 - 1/27 Trash Removal -Pt 606 Stocking Stone Repair Washout w/RipRap -Pt 614 Traffic Control - Bridge Crew - Rt 29 Pipe Inspection - Rt 29 Per Schedule Septics Snow Equipment and Repair Customer Concerns Good Housekeeping Pr 3 MOWING Pr ~ PATCHING Pr' # GRADE/MACHINE/ADD STONE Pr 8 DITCH/PIPE Pr 2GUARDRAIL/ MOWING Pr' 9 GUARDRAIL REPAIR Pr 5 EQUIP MAINT Pr 7 EMERGENCY OPS Pr ¢ OTHER MAINTENANCE Keene Headquarters January Cutting Rights-of-Way Rts 795, 627, 29 Patching (Pot Holes) Rts. 638, 727, 795, 840 February Day Light Signs - Rt 6 Cutting Rights-of-Way Rts 627,717, 795 Patching (Pot Holes) Rt. 729 Repair Shoulders-(Mail boxes)- Rts.800, 602, 630 795, Machine & Add Stones Rts. 724, 633, 631, 712, 722, 723, 761, 708, 728, 795 Pipe Rt. 620 None None Tires, Snow events 1/8; 1/14; 1/17; 1/25 Clean Equipment Traffic Control Rt. 20 Scottsville Bridge, Stocking Materials (Sand,Salt,C.Cholride) Repair Shoulders-(Mail Boxes)- Rts. 630, 670 Machine & Add Stone Rts. 674, 722, 717, 712, 795, 678, 813, 711, 708, 728, 761, 713, 714, 704, 627 None Guard Rail Mowing Rt. 20 None As Needed Traffic Control Rts. 20, 29 Stocking Materials (Sand,Salt,C.Cholride) MAINTENANCE Boyd Tavern Headquarters January February utes a~d ,~ff,~t~ch work Pr 3 MOWING/Brush cutting Pr ~ PATCHING Pr 2 GRADE/t~IACHINE/ ADD STONE None Rts 1340, 641, 769 Rts 646, 612, 608, 600, 746, 744, 640 Rt 64 Rts 64, 231, 600 Rts 700, 747, 784, 641 Pr' 4 DITCH/PIPE Pr G UARDI~_AI L/ MOWING Rts 640, 744, 600, 747, 649 None Pr GUARDR/~..I L REPAIR None Rts 731, 762, 1120, 819, 741 None None Pr EQUIP MAINT Pr EMERGENC'f OPS Pr OTHER Clean equipment Snow & Ice Control (1-9 thru 1-12) (1-25 thru 1-30-04) Brush cutting Rt 631 Shoulder Repair Rt 250 As needed Maintenance STANARDSVILLE HEADQUARTERS January February All ~oals were met ?00%'~ exc e Goa#: Patch potholes fO0% on Pr MOWING None None Pr 2 PATCHING Patched pot holes on Rts 33, 29, 33, 230 Patch holes on secondary and primary as needed Pr ~ GRADE/MACHINE/ ADD STONE Pr'3 DITCH/PIPE Graded & replaced stone on Rts 636, 639, 603, 601, 638, 634, 635, 640, 618, 806, 643 Completed shoulder work on turn lanes Rts 622 & 623 also lines were painted on turn lanes. Replaced pipe on Rt. 633 (separated) Grade and replace stone on Rts 618, 638, 614, 626, 630, 627, 629, 634, 676, 605 Replace pipe on Rts 642, 626 Pr ,4 GUARDRAIL/ MOWING Pr 7 GUARDRAIL REPAIR Pr 5 EQUIP MAINT Pr G EMERGENCY OPS Pr OTHER Long arm mower on Rt.621 & 667 To be repaired by Makco Rt.29 north Clean & repair snow equipment as needed. Snow removal Tree & brush cutting on primary Rt.29 Repairs to be made by Makco Rt. 33 Mt. As scheduled Slide repairs on Rt.33 Mt. AREA HQ EQUIPMENT ITEM YAN CEY MILLS Trucks 8 Loaders 1 Grader 2 Tractor mowers 4 Rollers 1 FREE UNION Trucks 7 Loaders 1 Backhoe 1 Tractor mowers 3 Rollers 2 Graders 2 BOYD TAVERN Trucks 7 Loader 1 Rollers 1 Tractor r-nowers 4 Graders 1 KEENE Trucks 7 Loaders 2 Backhoes 1 Tractor rnowers 4 Rollers 2 Graders 2 STANARDsvI LLE Trucks 7 Loaders 1 Graders 2 Tractor mowers 4 Chippers 1 Rollers 1 Bridge Crew ;Trucks 4 Loaders I Legend: C;¢eo~: 90- 100% Excellent [~e~l: 70-80% Needs improvement Equipment POSSIBLE # OF # DAYS IN THE DAYS SHOP OP EIC~TI 0 NAL # DAYS OPERATIONAL (COLOR) 248 7 31 0 62 0 124 0 31 0 217 19 31 0 31 43 93 0 62 0 62 0 217 15 31 0 31 0 124 0 31 0 217 23 62 0 31 0 124 0 62 0 62 0 217 19 31 0 62 49 124 0 31 0 31 0 124 3 31 0 241 31 62 124 31 198 31 -12 93 62 62 202 31 31 124 31 194 62 31 124 62 62 198 31 13 124 31 31 121 31 97.18% Green 100.00°/o Green 100.00% Green 100.00% Green 100.00% Green 91.24% Green 100.00% Green -38~ 71% Black 100.00% Green 100.00% Green 100.00% Green 93.09% Green 100.00% Green 100.00% O reeD 100.00% Green 100.00% Green 89.40% Anlber 100.00% Green 100~ 00% Green 100.00% Green 100.0°0/0; Green 100, 00% Green 91.24% Green 100j00% Green 20.97°/0 Black 100.00°/0 Green 100.00% Green i00.00% Green 97.58% Green 100,00% Green 80-90% Good, room for improver~lent ;Black: Below mini~*num standards AREA HEADQUARTERS PERSONNEL AUTHORIZED/ ASSIGNED LAST MONTH'S NEXT MONTH'S ABSENT DAYS APPROVED LEAVE JANUARY DAYS =_E Mills 4 1/1 3 Maintenance Supervisors 211 17 -- 0 11/11 12 4 ~erators Free Union I 0 ~ent 1/1 Maintenance Supervisors 2/2 3 0 ;rators 11 / 10 16 0 Tavern 0 ~rintendent 1/1 2 ~intenance Supervisors 212 3 0 I O/9 6 8 ~'ne o o ;dntendent 1/1 Maintenance Supervisors 2/2 5 2 ~erators 12/12 28 2 Stanardsville 0 0 ltendent 1/1 Maintenance Supervisors 2/2 2 0 12/12 30 0 l eISig n Crews VACANT :rintendent 1/0 VACANT Maintenance Supervisor 1/1 2 7/4 ~20 0 ~rators Shop Supervisor 1/1 0 0 Mechanics 4/3 3 0 PLANNING Project Traffic Traffic Site Study Study Plan Scoping Review Review C u rre nt Status Albemarle Towne Center (Sperry) Peter Jefferson/Martha Jefferson Site Rivanna Village at Glenmore North Pointe Hollymead Pantops Ridge Moore Brass Tract Awaiting site plan Awaiting site plan. Waiting for proffers to be submitted for comment. Conceptual site plan under review. Comments on proffers submitted to County Staff. Initial road design plan comments sent to County Staff. VDOT and County staff are exploring alternative access solutions for the site. Comments on traffic study submitted to County Staff. VDOT and County staff are reviewing previous submissions. TRAFFIC ENGINEERING Traffic Engineering .Issues Under Review: Albemarle Route Location Issue Type Received Description Reviewer 20 2479 Stoney Point Guardrail 01/06/04 Guardrail Study Culpeper TED 20 Various Signage 07/23/03 Directional signage for James River Culpeper TED 626 6 Pvmt Markings 11/21/03 Stop Bar Requested Culpeper TED 710 From Route 29 to Route 696 Speed 9/16/03 Speeding Culpeper TED 743 At intersection with Rock Store Pvmt Markings 11/5/03 Pavement Marking Review Culpeper TED 1251 Various (Western Ridge) Signage 10/28/03 Child at Play signs Culpeper TED TranCe Engineering Issues Under Review: Greene Route Location Issue Type Received Description Reviewer 670 Preddy Creek Subdivision Guardrait 01/06/04 Guardrail Study Culpeper TED 633 Rt 633 Speed 01/14/04 Speed reduction study Culpeper TED 607 Rt 607 Speed 01/14/04 Speed reduction study Culpeper TED 33 At Rt 633 Traffic Light 01/14/04 Intersection study Culpeper TED ISSUES Blenheim Road (Route 795) CO~Y OF ALBEMARLE Department of Community Development MEMORANDUM TO: Bob Tucker, County Executive FROM: Mark B. Graham, Director of Community Development DATE: 2 February 2004 Rt. 795, Blenheim Road This memo is to provide an update on Route 795 status. I apologize :for getting this to you just before the Board meeting, but I wanted to have the status as current as possible for the Board meeting. County's position - We have issued a stop work order for the road disturbance. VDOT has not issued a permit for this disturbance and we determined it was not aa exempted activity under the County's Water Protection Ordinance. Two activities, are not included in this stop work order. First, as required by the stop work order, the farm owner is installing erosion and sediment control measures, including temporary seeding and mulch, along the road. We have determined this is appropriate for reducing the environmental damage that has occurred. Second, there are land disturbing activities occurring on the farm. We have determined this is converting woodlands to pasture and is exempted under the County's Water Protection Ordinance. Along this same line, we have also determined the clearing of trees on the farm was exempted, even where this activity followed the road alignment. Thus, removing the trees on the farm along the road's right of way does not require a County permit, but grading along the road right of way requires a permit, either from VDOT or the County. If the farm owner makes an erosion control permit application to the County for grading his property along the road frontage and that application meets all of the County requirements, staffwould have no basis for denying the permit. Grading within the prescribed right of way will require a permit from VDOT rather than a County permit. VI)OT's position - Jim Bryan has indicated that VDOT would prefer this road to be improved and paved, as'this would reduce maintenance costs and make it a safer road for vehicles. When asked about whether this road would be eligible for the Rural Rustic Road program, Jim has indicated this road would not qualiby because of anticipated traffic vOlumes once improved. There has been some discussion of alternative pavement surfaces that have been used on an experimental basis in other parts of the state. The other residents along the road have expressed interest in this type of surface. To date, we do not know VDOT's position on the alternative pavements Thus, at present, VDOT's desirable road section would include improvements to the road alignment and cross-section to allow a design speed to be maintained (35 mph design has been mentioned), an 18' pavement width, and dedication ora 50' right of way where the road goes through the farm. Finally, Jim has indicated he will issue a permit for this road project if the County places this road on the six year road list. The unanswered question is what happens to the current road if the County does not put this road on its list. The existing road has been damaged by the construction activity and will require significant work to bring it back to the preexisting condition. VDOT has not indicated what they will do in that situation. Resident's position - Staff met with the residents in January and determined they were strongly opposed to improvemerit of this road. Given the road has been disturbed and requires rehabilitation, the residents did express interest in alternative road surfaces that could resemble a gravel road while reducing the dust. VDOT is investigating this option. The residents uiaderstand that farm owner has the right to remove the trees and grade his property. Thus, much of the .road's character the residents want to maintain was never part of the public property. In summary, I would say the following are the important starting points for any discussion: The residents would like to see as much of the road's character restored as possible, but understand much of this character is associated with private property versus public right of way. · VDOT believes an improved road is consistent with their mission of providing safe and convenient roads for the motoring public. · VDOT wants to see agreement from the County that this road should be improved before issuing a permit for the work. · If VDOT does not issue a permit for the work, VDOT needs to find some way of repairing damage that has occurred as a result of the land disturbance. Cci Tom Foley, Asst. County Executive Wayne Cilimberg, Director of Planning Juandiego Wade, Transportation Planner Mt. Pleasant Farm 593! Blenheim Road Scottsville, VA 24590 MEMORANDUM TO: FROM: DATE: Albemarle County Board of Supervisors Jim Bryan (VDOT) ~oaqdk~ iqad6 Thomas H. Sullivan January 30, 2004 Route 795 Improvements ! ~¥ish to improve an approx/mately three mile section of Route 795 fronting my farm in Albemarle County. It is my understanding th.at the Albemarle County.. Board of Supervisors will be gathering information on this project during the Board of Supervisors meeting on Wednesday, February 4, 2004. Enclosed in anticipation of the this meeting, please find the f0!low~/ng material: 1. Letter from me regard/rig the desired improvements to Route 795; 2. Executed Petition of Support from local res/dents; and 3. Map indicating the location of my property and of those residents for and against the project (please note that the parcel numbers next to each residents name represent their approximate location along the roadside'). Please note that in addition to Blenheim Road residents, the petition also has the signed support of the Scottsville Postmaster, the mail carp~er who delivers on the unpaved section of Route 795 and the local school bus dr/ver. ! am also delive~fng to Juandiego Wade, JLm Bg:an at VDOT and the Board of Superv/sors Chairman, Lindsay Dorrier, a completed survey of the unpaved section of Route 795 for their review prior to the meeting done by Roudabush, Gale and Associates. I wilt be in attendance at the February 4th meeting with the Roudabush engineers to answer any questions you may have. tn addition, please do not hesitate to contact me at 703~625-1553 or Kimberly Atk/ns at 617-283-6177 if you have any q~estions or require additional information. Mt. Pleasant Farm 5931 Blenheim Road Scottsville, VA 24590 January 29, 2004 Albemarle County Board of Supervisors 401 Mclntire Road Charlottesville, VA 22902 Re: Route 795 Ladies and Genflemem My farm encompasses more than 4,000 acres with more than.six miles of frontage along both sides of Route 795 between Route 708 and Route 618: I have invested millions of dollars into the local economy improving this historic property, employing as many as 30 people, but despite these efforts my ability to enjoy my farm with my wife and three young children have been frustrated by the condition of the unpaved section of Route 795 which fronts my farm for five miles. The abandoned nature of this stretch of Route 795 encourages illegal hunting and illegal dumping of old cars, appliances, tires and other trash in the roadside overgrowth. More importantly the dust, overgrown trees and brash, blind curves, lack of shoulders and wash board, rotted and unstable surfaces make it im,mssible to see or navigate around oncoming traffic mating an incredibly dangerous condition on this particular Stretch of 795; one that my family, residents, farm workers, mail carriers and school bus drivers are forced to deal with on a daily basis. I initially approached the county to discuss .improving the rOad and was d'nv. cted to speak with the Virginia Department of Transportation (VDOT). I was informed by both the county and VDOT that the stretch of Route 795 was not considered a priority due to the lack of available funding. At about this time massive logging activity rendered the road impassable leaving me with no option but to approach VDOT with a plan to improve the road using my own funding. The plan we developed with VDOT, outlined below, was designed to address three major safety concerns; visibility, surface condition and shoulders. V'mibility Problen~ The existing road had only 12 to14 feet of clearance between heavy tree growth, no shoulders and multiple blind cxu'ves. Creating hazardous driving conditions and encouraging' '_illegal activity. Solution: Remove overgrowth on either side of Route 795 (on my road frontage) and regrade to soften curves and to increase Surface Condition' Shoulders Problem: Solution Problem: Solution: visibility for oncoming traffic. Dust, md, flooding, potholes and washboard surface impaired visibility and vehicle control and greatly hampered maintenance efforts: Treating the road surface with the same tar and chip process as the rest of Route 795 would improve vehicle traction and maintenance efforts. The lack of shoulders leaves drivers and pedestrians with no recourse when faced with oncoming traffic. Lack of drainage ditches results in hazardous mad flooding. Regrading to create useable shoulders allows drivers, pedestrians and horseback ridders to actually use the mad without fear. Creating drainage ditches creates a predicable water drainage pattern to prevent flooding and environmentally hazardous erosion and sediment flow With respect to all of the work done to date, we have worked closely with VDOT and have, in good faith, performed all of the work with a.primary goal of addressing all state and e~tvironmental concerns raised by VDOT as the work progressed. Those neighbors 'directly affected by these improvem~ ents were notified of our efforts and encouraged us to proceed. After the project began a small group of neighbors largely removed from the project's location raised three princ'.lpal concerns in connection with improving the road; increased traffic,, increased speeding and increased development. In response to their concerns I met with each and attempted to address their concerns. Increased Traffic Concern: Route 795 will become a Charlottesville to Scottsville cut through.and will increase from the current 40 cars a day to 800 cars a day virtually overnight. Response: Route 20 is the principal route between Charlottesville and Scottsville, with a speed limit of 55 IvI1PI-I in most instances. Rome 795 is both two miles longer and has an average speed limit of 30 MPH with several stop signs, sharp curves and a one lane bridge creating an average commute time more than double that of Route.20 during rush hour. VDOT engineers believe road i ,mFxovements to Rome 795 will result in only a marginal increase in traffic largely relating to use by local neighbors. 2 Increased Speeding Con¢orIE Impr~ oving this section of Route 795 will result in increased speeding. In~ Development Response: ConCern: While speeding occurs now., the road improvement plan will maintain curves and a one lane bridge~which should continue to minimize speeding. The traffic division of the' Albemarle CoUnty Police Department has suggested three options to further control speeding: (1) an automated traffic warning sign, (2) enhanced po~lice presence at residents request and (3) designated police presence through their private subsidization progran~ Improving this section of Route 795 will result in massive residential development. Response: No such mass development has occurred along the remaining 90% of Route 795 that is currently paved. More importantly, development issues are better addressed by existing zoning laws and' should not be used as a platform to prevent the improvement of a hazardous road. While ail agree the road is treacherous, those concerned about i~ oving the road believe the ris~k of maintaining the road in its hazardous condition outweighs the risk of increased traffic, speeding and development..Interestingly, however, these individuals are not primary users of the road. While, no community wants to see a familiar landscape altered, often cir6umstances beyond our control require that chan4ges be made. In this instance, the existing traffic and road conditions warrant changes m improve the safety for its principal users. I believe the risk of slightly increased traffic is outweighed by the numerous benefits to the public as follows: Increased road visibilitY permits drivers to see pedestrians and other oncoming vehicles and avoid collisions or other potential accidents Tar surface treatment allows vehicles to stop quicker and easier than the current dirt/gravel surface thereby avoiding skidding off the road, collisions and other potential accidents Tar surface treatment enables us toplan and maintain a predicable water drainage pattern to prevent flooding and environmentally hazardous erosion and sexliment flow Wide grassed shoulder allows pedestrian and recreational use previously prohibited by the overgrowth along the roadside Wide grassed shoulder discourages illegal: dumping of appliances, cars, tires and trash which residents hid in the overgrowth along the roadside I am concerned enough about Route 795's current condition that I have offered to.take on an expensive project to assure the road is made safe for my family and the community. I would like to reiterate that improved safety, not development, is the primary goal of this project. I would ask that the county please consider our demonstrated commitment to the neighborhood' s character and safety when reviewing this issue and not permit this small project to improve road safety io become a platform for neighbors to speak out against development in Albemarle County.. Neighbors who, in many instances, already have the benefit of paved road frontage. I understand it is now up to the county and/or state to determine whether they should take advantage of this opportunity and I want to thank you for your time and attention to this matter. cc: Chuck Proctor, VDOT Murclelago, LLC 5931 Btenl~im Road Scottsville, VA 24590 MEMORANDUM TO: Residents of Blenheim Road FROM: Thomas Sullivan DATE: January 14, 2004 RE: Paving of Route 795 As you may know, we wish to pave the three mile stretch of Route 795 from Secretary's Road to the entrance of my property at Mt. Pleasant Farm Road. While the ,state is ia support of the project, certain residents have raised their opposition with the county which may delay or prevem the project from occnn~g. If you are in favor of the paving project, we would appreciate your signature to this memorandm to show your support. We intend to present this to the county Board of Supervisors at a meeting tonight where we will discuss the paving with the county and state. I'have provided a brief summary of our current plans with respect to the road for your review' below. Thank you in advance for your support. ROUTE 795 PAVING Our primary reason for wanting the three mile stretch of Route 795 paved is to create a safer road passage through our neighborhood. The flooding, poor visibility, choppy road surface and increased deterioration by Westvaco's logging trucks have created hazardous conditions which we are all forced m deal with on a daily basis. The overgrowth of trees along the roadSide made it impossu~ble to see oncoming cars and pedestrians and provided little or no shoulder for pedestrians to walk on In addition, the current gravel/dirt road surface makes it difficult to for vehicles to stop quickly. These factors coupled with the speed of the cars create a very unsafe environment. Our current paving.plan for Route 795 will alleviate each of the above safety issues while preserviag the mml character of the area as much as poss~le. VDOT is only requiring the minimum road width of 18 feet and that two sharp curves on the road be soft~ned but not straightened. Otherwise the road layout will be left uutouchexk We have already removed 20 feet of growth on either side'of Route 795 to increase driver and Pedestrian visibility and add a much needed side space for pedestrians and horseback riders. The 20 feet along either side wilt be grassed in the spring and create what I hope to be a quiet country road through the woods where drivers can see oncoming cars and pedestrians have a grassy space to walk or~ I believe the cleared roadside will also discourage the illegal dumping of appliances, cars, tires and other trash which has previously been hidden in the overgrowtk In addition, the paved surface enables.Us to plan and main~ a predicable Water drainage pattern to prevent flooding and environmentally hazardous erosio~ and sediment flow~ Since we began clearing the roadside, we have worked.closely with the Virginia Department of Transportation (VDOT) to address any enviromental or other concerns identified by VDOT as the work progressed. We have also tried to Performthe work quickly aud efficiently and hope this has minimized the disturbance to the residents along We, the undersigned res{dents of Blemheim Road, support the paving of-~e approxknately th~ee m/de section of Route 795 bom Secretary's Road to Mt. Pteasartt Farm Road. Contact t· Name Address Information 1 Signature i t Keith Shiffiet 5931 Bleahe~m Road Sco~tsville, VA 42590 January 30, 2004 Albemarle County Board of Supervisors 401 Mclntire Road Charlottesville, VA Re: Route 795 Road Improvements Ladies and Gentlemen: t am writing this letter to show my support for the paving of the section of Route 795 between Secretary's Road and Mt. Pleasant Farm Road. I grew up in the Scottsville area and currently reside along the unpaved section of Route 795 with my wife and small child. I experience the treacherous conditions along that stretdh of road on a daily basis~ The road serves as access to Scottsville for the local neighbors and the poor conditions prevent my wife and I from driving into Scottsville to access stores and restaurants without feeling like we are putting our child at risk. In addition, for the local neighbors, paving this small section of Route 795 would provide a safer alternative to access Route 20 and therefore may alleviate some local traffic on Route 713, another dangerous, unpaved roadway which local neighbors curren~tly use to access Route 20. I have spoken with residents along Route 713and they are all in favor of paving the small section of Route 795 in hopes of decreasing the use of Route 713, where they experience the same problems as Route 795 with respect to poor road surface and poor .visibility For these reasons expressed aboye, I enthusiastically support the paving project to make the mad safer. Thank you for your time and consideration of this matter. Please contact me at 434-531-4057 if you have any questions. Sincerely, Keith Shifflet petermellen Mount Ayr Fa~m~. 6200 Blenheim Road - Seottsvitle · VA 24590 David Wyant 4686 Garth Road Crozet, VA 22932 January 27, 2004 Dear David, I am writing to express my objection to Mr. Sullivan paving a three-mile section of Route 795. What concerns me about this project is that it goes against every guiding principle outlined in the Albemarle County Comprehensive Plan for Rural Areas: The proposed road improvement is not a priority and is not on the County Six Year Plan, nor does it fit the criteria to be placed on this plan. This section of the road has less than 50 trips per day, is not used by school buses, and has not had any major accidents. The one fatality on795 occurred dose to Scottsville on apaved road. To fast track it to the Six Year Plan (especially when it is not needed) detracts from the entire planning process. The Comprehensive Plan suggests that "country roads should maintain their rural character, even when changes are made to them." This section of Route 795 is now used for local traffic only and is a quiet country road. Once the road is paved to VDOT specifications, it will be able to handle up to 800 vehicles per day. This will irreversibly destroy the rural character of this area. If the road is widened and paved, it will have a snowball.effect, requiring VDOT to replace the picturesque one-lane bridge over the Hardware River, which now has a 7 ton limit. Once the bridge is replaced, the road will be accessible t_o heavy logging and gravel trucks, further deteriorating the rural quality of the area. Page 46 of the Comprehensive Plan states that secondary roads "should not be designated or designed to become the impetus for growth corridors." It is important to remember that Route 795 parallels Route 20 and provides an alternate route to Charlottesville. The reason it is not used by commuters now is because it is a narrow dirt road. Once the road is widened and paved it will become the impetus for a new growth corridor and future development. This is exactly what the plan is designed to prevent. The Comprehensive Plan suggests design standards that protect environmentally sensitive areas. If the road is widened on the south side of the Hardware River, it protected, Unfortunately a significant mount of wildlife habitat has:already been destroyed in clearing for this road. The Board should require that the public right- of-way be restimted and planted with indigenous .native species, rather than grass. If the road is widened and straightened it will go against the recommendation that rural roads should have the minimum travel width necessary for safety. By widening and straightening the road, vehicles will be able to travel at far greater speeds, making the road less safe than the existing road. increased traffic will open up the possibility of more serious accidents on what is now a safe road. The intention of the Comprehensive Plan is to protect a rural way of life. This section Of 795 now forms an integral part of the neighborhood, with neighbors using the road to travel up and down on horseback, on bicycles, on foot, and even with horse and buggy. If permission is given to widen and pave the road, this neighborhood quality of life will disappear forever. Although the widening and paving of three miles of road may appear to be a minor issue, it has far-reachiag implications for the future development of Albemarle CoUnty. For these reasons I urgently request that the Board consider this alternative: Preserve the existing dirt road and treat the surface with a road-bind product, such as ligno-sulfonate. This roadbase stabilization product has been successfully used in Loudoun County and elsewhere for years, It produces a hard, dust free surface that is more skid resistant than gravel, and therefore safer, Because it still has the feel ora dirt road, vehicles are less likely to speed. Studies have shown that lignins, which are derived from pulp products, are non-toxic and environmentally safe. This treatment provides many of the benefits of paving at a fraction of the cost. Maintenance costs are also reduced, making it less costly to maintain than a dirt road. Several local residents have gone to Loudon County to see roads treated with ~s product. They spoke to neighbors who live along the road as well as members of the Board of Supervisors. All of them were highly enthusiastic about the results of this product. This altemative to paving offers a solution that will satisfy everyone concerned. Mr. Sullivan will have a road that is safe and dust-free; those who oppose the paving will be happy not to have a highway running through this quiet rural area;' the County will have a solution that supports all the work that has gone into the Comprehensive Plan; VDOT will be praised for its forward-thinking and environmentally-friendly policy; and those who support the paving will als0 get what they want - a dust-free road! Sincerely, phone - 434286 3698 fax 434 286 2326 · emait petermellen~msn, com StoP. the Paving of 795 The Issues Environmental Many himd~ed-year-old trees will' be cut down for widening between the bridge and GlendoWer Road · Hedgerows and wildlife habitat have already been destroyed and need to be' resfi~ted · The ravine and creek on south side o£the Hardware River will be torn up if the road is widened · A wider, straighter road will have a permanent impact oh the rural quality of the landscape . Traffic · .Route 795 will become a shortcut to Charlottesville, providing an alternative to Hwy 20 · Traffic will go from 40 trips per day to more than 800 trips per day ·Higher traffic will mean replacing the bridge, opening it to gravel and logging trucks · The increased traffic and higher speeds will make the road more daxigerous, rather than safer · The increased traffic will have an impact on other parts of 795, from Seott'sville all the way to Charlottesville Historical -· The historic one lane bridge over the Hardware River will be replaced if the road is built, It is one of the few remaining single-lane bridges left in Virginia · Paving the road will irrevocably alter.one of the last unspoiled rural areas Albemarle coUnty · This area is in rich in history, going ba6k to when Jefferson rode through it over two hundred years ago. The road has changed little Over that time and deserves to ' be'~f'ege~d as ~'~--i~iral road Quality of Life · Integrity of this rural neighb0rhood will be compromised · It will no longer be possible to walk, ride hor~es, or bicycle down Blenheim Road without ris ,k/rig one's life · What is now a'quiet rural road will become a noisy highway With a constant stream of cars.and trucks Development ~ · A paved road opens up the possibility for future developmer[,t in the area .· There is no certainty that MoUnt pleasant Farm will not change hands in the future · Other sections of Blenheim Road will become open to develgpment Short. cut to 'Charlottesville? Et:Dis!ague: Lignins: A Safe Solution for Roads Page I of ! Lignins: A Safe Solution for Roads LignOsulfonates have a long histo~ of use on roads as a method for dust control and surface stabilization. Lignosulfonate road products are derived from the lignin that naturally binds cellulose fibers together m give trees and plants firmness. These products are a safe and economical attemafiYe to petroleum and salt-based products that are also applied to road surfaces. The original method of applying lignosulfonates to road surfaces for dust control was very simple: dilute raw'Iignosulfonate solutions were sprayed in light applications onto dirt roads. Over time, road surfaces began to show an improved stabilization, increasing the appeal of using tignOsulfonates. Lignosulfonate is well suited for a variety of uses such as parking lots, driveways, and road shoulders, where pavement is toocostly and dust conditions become intolerable. Lignosulfonates have a natural adhesive property when moist. When applied to dirt roads~, the lignosuifonate solution coats individual road particles with a th/n adhesive-like film that binds the particles together. It acts as a dispersant, allowing the partieles to pack closer together for a stronger surface. Consequently, water uptake by the road bed surface is greatly reduced and the binder is less likely to be washed away by mira Benefits of L~gnosnlfonates for Road Applications: Creates a Denser, Firmer Road Cap -Lignosulfonate treatment eliminates the sliding hazards of loose dirt and gravel by binding them into a hard, skid-resistant surface. Safe for the Environment - Lignosulfonates are non-toxic when properly applied, making them safe for forage and surface water surrounding roadways. Lignosulfonates are not corrosive like other dust control products and can be applied without special equipment or clothing. Improves Safety - By controlling dust clouds, visibility on dirt roads is signkficantly increased, adding to driving comfort and safety. Improves Efficiency - Vehicles can h~avei over roads treated with lignosulfonates almost immediately, eliminating the need to re-route traffic. Dust is less likely to enter engine parts, reducing equipment maintenance requirements. Reduces Road Repa~ - Hardened road surfaces are less likely to Suffer the fibbed "washboard" effect common with untreated gravel or dirt roads. As a result, frequent grading can'be reduced or eh'minated. Cormmereial lignosulfonate products meet the specifications of the U.S. Forest' Service Administration, General Service Adminis~afion and local and regional government standards. Lignosulfonate use on roads has been endorsed by various agencies for decades. http ://www.lignin.info/roads.htm t/23/2004 ENV!RONMENTAL ~EFFECTS OF APPLYZNG LTGNOSULFONATE TO ROADS 3AMES W ADAMS DAISHOWA CHEMICALS INC Research & Development · , February - 1988 ENVZRONMENTAL EFFECTS OF APPLY/NG L~GNOSULFONATE TO ROADS SUMMARY: The overall impact on the environment from apph/ing lignosulfonates to roads is negligible. They are safer to use for stabilisation and dust control than any competing class of chemicals. The manufacture of lignin involves evaporation; the evaporation process drives off any volatile contaminants such as acetic acid. Corrosion and toxicity towards plants can be readily minimised by pH control and lignosulfonates are non-toxic to animals. Ugnosulfonates have been applied to roads, used in animal feeds and converted into human foods for more than 30 years without problem. This comes as no surprise after learning that the products have the following properties: · No dioxins present. No other organics present at hazardous levels · Toxic trace minerals are below EP Toxicity limits * · Low order of toxicity towards fish · Non-toxic orally and non-irrrcating to the skin or eyes of animals No human health problems attributed to exposure · Very iow toxicity towards plants · Residuals are resistant to decay When spread on land, there is no risk of contaminating ground water. Published data indicate that at less than 10 kgs per square meter, no problems arise. This is much above the 1 kgm/square meter required for stabilisation and 0.3 kgm used for dust control. The non-hazardous features and abundant supply of lignosulfonate make it a good material for treating roads (1_). Tt is widely used in Sweden and California - two of the world's most environment-conscious areas. PRODUCTLON: Tn the sulfite pulping of wood, lignin - nature's binder - becomes soluble and is separated from the pulp fibers as spent liquor (SSL), This liquor also contains the naturally occurring wood sugars. Dilute SSL at 12% solids is treated and concentrated to 50 - 60% solids by evaporating water. Starting from this base material, a family of chemicals has been developed. They are known as lignins or lignosulfonates. They are used in the following applications: Water Treatment Chemicals Components of Adhesives Animal Feed Pellet ~inders Concrete Additives ~:';~: ~ Road Binders Feed Molasses Additives Oil Well Drilling Mud Additives Textile Dye Dispersants Gypsum Dispersants for Wallboard Leather Tanning Agents Dispersants for Brick Clay Battery Plate Expanders ~ As ~et by the L/.$. Environmenta/Protection Agency Lpudoun County Roads are Testing Ground for Dust Control & Stabilization Products Page I of 1 County of Loudoun News Release July 14, 2003 Loudoun County Roads are Testing Ground for Dust Control and Stabilization 'Several unpaved roads in Loudoun CoUnty will serve as a laboratory for researchers studying the effectiveness of products designed to lessen dust problems and enhance the stability of gravel road surfaces. Beginning on or about July 22, various commercial, water-based produbts will be applied to the surface of selected roads in the county. Researchers will monitor the effectiveness of each type of application.- The product testing is ajoint venture of the Loudoun County Government, the Virginia Department of Transportation (VDOT) and the Virginia Transportation Research Council Officials want to find out whether the use of stabilizers can reduce the expense of maintaining unpaved roads: a cost that reaches about $18.5 million a year in Virginia. In Loudoun County, about 337 miles, or 36% of VDOT- maintained mileage in the county, are unpaved. The roads included in the trial are: 2.9 miles of Rt. 698, Old Wheatland Rd, from Rt. 9 to Rt. 681, Milltown Rd; 1.7 miles' of Rt. 738, Hampton Rd., from Rt. 9 to Rt. 711, Piggott Bottom Rd; 1:5 miles of Rt. 729, Shelbume Glebe Rd., from Rt. 662, Loudoun Orchard Rd; 3.3 miles of Rt. 661 Limestone School Rd,, from Rt. 15 to Rt. 657, Spinks Ferry Road; 1.6 miles of Rt. 662, Shoemaker School 'Road, from Rt. 690; Sileott Springs Rd., to Rt. 611, Telegraph Springs Rd; 5.3 miles of Rt. 698, Old Waterford Road, from the end of the paved section at Morven Park to Rt. 665, Loyalty Rd. The roads will be monitored and results of the tests analyzed over the next year. Loudoun County and YDOT hope that one or more of the products wilI perform weU and reduce maintenance costs, tf successful, the products eoutd be applied to additional Unpaved roads in the future. Contact: Nancy McCormick, 703-737-8856 http://wwwv, toudom~.gov/news/tesfing.htm 1/26/2004 Pu~blie Sector News Article from ICMA-RC VantageLink Page ! of 2 Public Sector News:Highway Quick-Fix Paving Plan Saves Time And MOney; Program Targets Unpaved Roads Being Used Primarily By Local Traffic Richmond Times - Dispatch Jan 08, Ot:26 AM There are plenty of dirt roads in Virginia, but a new quick-fro paving program i.s tak~g care of at least some of those roads less traveled. Unpaved marls used predominantly for local traffic are being improved by the Virginia Department of Transportation's new and apparently successful Rural Rustic Road Program. The road has to carry at least 50 vehicles a day but not more than 500 to be included in the program. VDOT engineers essentially pave the road as it is, keeping the rural-road ambience, saving money and getting the job done quickly. It could save the state millions of dollars. "Buying fight of ways and excavating on these tow-volume roads can be very expensive," said Jim Givens, who oversaw the program until recently. "And it did not improve the quality of life for-residents. "With this program, we don't do excavations or buy right of ways," he said. "Ifs a practical, common-sense approach." There are about 10,000 miles of unpaved roads in Virginia, about 6,000 of which carry more than 50 vehicles a day, said C4vens, now VDOTs district administrator in Bristol. There are about 47,000 miles of secondm3~ roads in Virginia. The Rustic Road program, which officially began in July, has completed about 180 projects in COunties ranging from Sussex to Bath to Russell. Most of the projects, which do not require extensive engineering studies, Pave an average of one to one-and-a-half miles of roads Some examples: *In James City County, a half-mile of Racefield Road was estimated to cost $900,000 to pave under standard paving requirements and would not have been done until 2010. Under the Rustic Road program, the job was done by October for $80,000. *in Augusta County.last year, as part of a pilot program, six projects were completed. The engineering and construction of the six county roads would have cost an estimated $3.28 million. Instead, it cost $326,000 and took only four mont~hs to put asphalt down over thegravel roads, VDOT officials said. This year, six more roads were paved in Augusta, bringing the total to more than 15 miles, said Jerry VanLear, the resident engineer mr VDOT in.Verona. h~p:~/www.~cmarc.~rg/xp~news~5~v?`Ar~c~e~xm~xm~=$/Ye~wBnxC~nten~ghway/456... 1/26/2004 ',P, hilipatown Dirt Road Assn. Page 1 of 1 Philipstown Dirt Road Association Mission Joi~r~ Us Board of Directors International Network Emerggs Reports DUst Control Methods Road Myths Local Meetings The Philipstown Dirt Road Association [PDRA] promotes' the economic, historic, recreational, environmental, and safety attributes of the network of unpaved roads in Philipstown, New York. This includes Cold Spring, Garrison, Manitou and the adjoining areas. To fulfill this mission, the association collects and maintains information; monitors and documents the physical state of the roads, including man-made and'natural changes. PDRA distributes information as educational programs and literature to increase public awareness. For further information, wri~e'~o Philipstown Dirt Road Association PO Box 444 Garrison, NY'I The Center for Dirt and Gravel Road Studies at Penn State University offe~ access to ~hei? research via their Web site~ http://www.highlandS.com/pdra/default.html 1/18/2004 ~ Phihpgtown Dm Road Assn. Page 1 of 2 The Road Myths of Philipstown Road Myth: The cost of our roads is too high because so many of the are dirt. The truth is that it costs Philipstown~tax payers about twice as much to maintain a Paved road. ~' TYPe of Road _2 IAnnual Maintenance C°st Per Mile °f ROad 3 II iAdditional Annual Cost of Surfacing each Mile of Road Road Dirt Black I $6'132 1 I $12~078 $t3,788 in 1993 routine maintenance for one mile ofblack top surfaced road cost $1,710. In 1993 routine maintenance for one mile of c[irt surfaced road cost $6,132. These numbers give the impression that it costs $4,422' more m maintain a mile of dirt surfaced road than black top surfaced road. This is not tree, s/nee the black top surface requires frequent r~piacemem anu ~osts suostana~ry more'than the di~ s-atface. When a dirt road is maintained, a.new dirt surface is always applied as a part of the routine maintenance process. Paving does not come free and while the paved surface is not replaced during routine maintenance, it is a recurring cost that must ~be added to the $1,710 routine maintenance cost. In Philipstow,.n we can expect to pay an additional $75,000 4_ per mile of paVed road every eight years 5-to renew the black top road surface. Onan annualized basis this equals $9,375 per mile. When the annual cost of mandatory r. esurfacing is added to the annual maintenance cost, ihe 3~al maintenance cost of a paved road is $11,085 _6 per mile. If an 8-year bond 2 is floated at 6% per year To finance the paving, the real annual Cost of a road with a paved surface is $13,788 per mile, per year. Therefore we can expect paved roads to cost Phi-lipstown over twice What we spend on dirt roads. S/ncc the Philipstown Highway'department receives nearly half of the taXes collected by the Town, you can easily understand the impact paved roads have .on your ~taxes. 1/17/2004 RECEF.~ED AT BOS Date:~ MEETING Agenda Item #: / (~, , Clerk's Initials:_ (~)~,~ _ INFRASTRUCTURE/COMMUNITY SERVICES TRANSPORTATION The pr/mary objective of the Rural Areas Chapter is to preserve the rural character of the county. Depending on ones perspective, there can be many interpretations of what rural character means. In regard to transportation issues in the Rural Areas, it should not be the commuter that defines rural character; mtber the local residents should define the context of rural character. Rural character could be described as a scenic landscape of open spaces, and is also composed of the human activities upon that landscape that define rural life. Consideration should be given to the multi-modal function of rural roads, giving non- motorized users equal consideration in rural neighborhoods and where otherwise appropriate. Rural roads should be designed ha such a manner that drivers passing through Rural Areas are alert to and moving at appropriate speed to react safely to slower moving farm equipment, bicycl/sts, or ch/ldren walking from a school bus stop. Transportation needs should be carefully analyzed so as not to conflict with the primary goal of the County's growth management policy to direct growth into the designated growth areas and conserve the remainder of the County for Rural Areas and resource protection. The two main considerations in rural transportation issues are providing safe roads and maintaining rural character. County roads should maintain their rural character, even when changes are made to them. Road improvements should not only provide for safe and reasonable mobility, but also contribute to the rural character of the County.. Roads should be identified that provide for connections/destination routes to serve the mral population and to provide farm-to-market functions. It shOuld be clearly noted that these secondary roads should not be designated or designed to become the impetus for growth corridors. Transportation improvements should be designed in context with their setting. During the Rural Areas Public Meetings held during the winter of 2002-2003, citizen comments indicated that their primary concern was for the safety and maintenance of the County's rural roads. Road improvements, such as installing shoulders and guardm/ls, were preferred over building new roads. Many rural residents responded that they d/d not want to see transportation funding that could contribute to the safety of rural roads be channeled into the Development Areas. There was also public sentiment for alternative transportation possibilities such as JAUNT, public transport stations, and traffic calming. The County should coordinate alternative transportation possibilities with the appropriate agents, such as YDOT, at the time development or road construction occurs. RA worksession 9 2 03 draft 46 Aug. 20, 2O03 Unpaved Roads There are cun'ently 227 m/les of unpaved secondary roads in the County. At the end of 2002, the Virginia Department o£ Transportation introduced a program to pave rural roads in the County that is an alternative to the Pave-In-Place Program. The Rural Rustic Roads Program is designed to pave rural roads in a more environmentally friendly and less costly manner than the rarely used and more restrictive Pave-In-Place Program. The goal of the program is to pave more miles ofroads with the 1/m/ted funds available, doing so with no or minimal encroachment beyond existing ditches and without compromising the safety of the road. For a road to be co~sidered a candidate for the program, the road must be a pr/ority in the County Six-Year Plan; it must be part of the State's secondary system ofhighways and have an average daily trip count ofno less ~ 50 and no more than 500; and it must also be familiar to most drivers and serve low-density land uses. In addition to the above criteria, the Albemarle County Board of Supervisors must pledge to designate a candidate road as a Rural Rustic Road and pass a resolution for each candidate road. Furthermore, the Board would have to pledge to limit growth along the candidate road through comprehensive planning and zoning. The Rural Rustic Roads Program would better meet the Guiding Principles for the Rural Areas than the Pave-In-Place Program. By using existing road widths for road improvements, rather than increasing road widths, the goat of preserving the County' s rural scenic resources would be more obtainable. General Design Standards for Rural Roads The following are general design standards for roads in the Rural Areas and should be coordinated with the Department of Engineering: 1. Rural roads should be designed to retain their rural character and not be designed to the characteristics of suburban subdivision street standards. 2. Rural roads should consist of minimum travelway widths that are necessary for safety. 3. Typical rural section design (shoulders and ditch) should consist of greater horizontal and vertical curvature. As is not always the case, Virginia Department of Transportation Mountainous Road Standards should be applicable to the Rural Areas roads. Exceptions to these may be approphate in the rural crossroads comun/ties where the character of those areas may dictate pedestrian facilities and road designs. RA worksession 9 2 03 draft 47 Aug. 20, 2003 5. Rural roads should be designed to encourage multi-modal travel opportunities. Design the construction of road improvements to be protective of environmentally sensitive areas. Any anticipated road improvements or construction in fragile areas should receive careful scrutiny and provide protection measures to eliminate ecological, environmental, and aesthetic concerns. 7. Min/mize clearing activities associated with construction to the greatest extent feasible. 8. Min/mize the number of access points on rural roads to those necessary to provide safe and convenient access. OBJECTIVE: Provide a balance between the safety of rural roads and maintaining the rural character. Evaluate the need to establish rural road design standards to help art/culate expectations for road design that meet this balance, STRATEGIES: The County should: 1. Focus road improvements on safety improvements such as providing shoulders, gnardrails, and spot improvements such as straightening curves rather than the paving and widening of rural roads. 2. Pursue the Rural Rustic Roads Program as an alternative to the Pave-In-Place program. The Rural Rustic Roads Program is a more environmentally friendly and less costly way than the Pave-In-Place Program. 3. Consider expanding transportation alternatives, such as JAUNT, to provide and enhance rural transit oppommities. 4. Explore new transportation alternatives such as park and ride lots and traffic calming in crossroad communities. 5. Limit constmction ofnew roads in the Rural Areas, especially where road building would impact or fragment natural habitats. 6. Require that new-road projects and road improvement projects/nclude measures that avoid degrading habitats or actively improve them (for example, wildlife tunnels where roads cross migration corridors, stream crossing designs that consider habitat connectivity as well as flood level impacts, etc.). 7. Identify roads that would provide for connections/destination routes to serve the mml population and to provide farm-to-market routes. It should be clearly noted that these secondary roads should not be designated or designed to become the impetus for growth corridors. WATER AND SEWAGE DISPOSAL Current County policy is to restrict development in water supply watersheds and to discourage the location of public facilities such as public sewer and water lines in the RA worksession 9 2 03 draf~ 4 8 Aug. 20, 2003 ner February 4, 2004 RECEIVED AT BOS MEETING Date: ~ Agenda item #:~ CJerk°s JnitJals:~ Albemarle County Board of Supervisors Via Hand Delivery Dear Sirs and Madam: I respectfully request your endorsement of Marcia Joseph as Planning Commissioner at Large. Ms. Joseph has the most professional training and experience .of any of the applicants. Furthermore, and in my opinion, more import2mtly, she has demonstrated a commitment to the future of Albemarle County through countless hours of volunteer service to a variety of citizen groups working on planning and land use issues. Furthermore, I specifically oppose Denny King for the Planning Commission seat. Mr. King is firmly entrenched as the voice of a few wealthy residents of the County. Persons of wealth and notoriety must not.be accorded a louder voice than the citizens of more modest means in this the birthplace of our democratic government. No other applicant has the training, experience or dedication to better serve Albemarle County. Please endorse Ms. Joseph as Planning Commissioner at Large. Most sincerely, '~~Ar~fil R. Fletcher' ~'~~ PO Box 587 · Charlottesville, Va. 22902 · Phone 434-286-7255 · Fax 434-286-7655 · e-mail: April~bestofwhatsaround.org Total Annual Sedimentation Storage Rate Since LaSt SUrvey Source Year (MG) (MGIYear) As-Built/Design 1966 1700 (Predicted 19.6) Betz Environmental Engineers, Inc. 1976 1620 8.00 Glaspe~/, R.G. 1980 1520 25.00 James R. Reed & Associates, Inc. 1988 1420 12.50 Black & Veach 1994 1330 15.00 RWSA/Waterway Surveys, Inc. 2001 1150 25.71 RWSANVaterway Surveys, Inc. 2002 1155 -5.00 Average I 15.14 Safe Yield Results (Jan. 2004) 25.0 20.0 'o 15.0 'o 10.0 E 5.0 0.0 1990 2000 2010 2020 2030 2040 2050 2060 -.e--Average Day Demand Safe Yield - Release Lesser of 8mgd or Inflow Safe Yield - With No Release Safe Yield - Release of constant 8mgd ]8 [~n ~b Mot A~,r ~4av ~une lut~ Aug .~e~t Oct Nov EJec ~an Feb ~{ar g~r Legend: ~ Project Mitestone Note: ~ Confirmation of supplemental activities will be determined afterthe additional ~drologic Model & Review of Favo~bte Water Supply AItematives is complete, Gannett Fleming Oct Nov Dec ]an Feb Mar Approval 22 COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: Charlottesville/Albemarle Commission on Children and Families (CCF) Report on the Comprehensive Services Act - Cost Containment Subcommittee Report SUBJECT/PROPOSAL/REQUEST: Request approval of Findings and Recommendations presented in C CF's C SA Cost Containment Report a nd Recommendations STAFF CONTACT(S): Ms. White, Ms. Ralston, Mr. McWhinney AGENDA DATE: February 4, 2004 ACTION: X CONSENT AGENDA: ACTION: ATTACHMENTS: REVIEWED BY: ITEM NUMBER: INFORMATION: INFORMATION: Yes, Cost Containment Report BACKGROUND: The Comprehensive Services for At-Risk Youth & Families Act (CSA) is a state law that consolidated funding for legally mandated services to troubled children and families and required the establishment of local interagency management and service delivery systems to plan and provide services. Charlottesville and Albemarle are facing escalating costs of providing State mandated services to troubled youth under CSA, which ~s overseen by the Charlottesville/Albemarle Commission on Children and Families (CCF). Since the program began in Fiscal Year 1994, CSA caseloads and costs have increased steadily. The average annual increase in children served has been 8% for Charlottesville and 19% for Albemarle. Expenditures of CSAfunds for the City have increased an average of 23% per year and for Albemarle, 27% per year. Primarily the growing number of children required to be served and the increasing severity of their service needs has driven CSA cost increases. At the same time, administrative staffing for CSA coordination has remained unchanged at 1.2 FTE positions in the CCF office. State funding for administering this $12 million program (in Fiscal Year 2003) is only $30,456 per year. Due to growth in the CSA program and its state-mandated administrative requirements, the Charlottesville/Albemarle management and service delivery system has become overloaded. In July 2003, an interagency work group implemented changes to improve the efficiency and effectiveness of the service planning process, however, costs remain a concern. In February 2003, CCF and its GSA Committee established the CSA Cost Containment Subcommittee to study the reasons for cost growth and recommend ways to improve cost control. The subcommittee worked for nine months researching data, examin ng program operations, and identifying best practices in other localities. STRATEGIC PLAN: This item relates to Strategic Direction #3, "Enhance the Quality of Life for al Citizens." DISCUSSION: The attached CSA Cost Containment Report presents its findings and recommendations grouped in four categories: Utilization Management, which refers to the activities and processes involved in assessing service needs, selecting providers, delivering, monitoring, evaluating and terminating services; Prevention Services, which refers to the fact that CSA costs are driven by the number of children required to be served, and preventing children from entering foster care and reducing the need for out of school placement is the single best way to control CSA costs; Intervention Services which AGENDA TITLE: Charlottesville/Albemarle Commission on Children and Families (CCF) Report on the Comprehensive Services Act - Cost Containment Subcommittee Report AGENDA DATE: February 4, 2004 Page 2 of 3 includes asSessment of service needs, service plan development, and provision of services by staff in local CSA agencies; and, Policy Issues, which refers to the need to address several policy areas that could help reduce costs in the CSA program. Below is a select listing of findings and recommendations in each area. The fiscal impact is included in the recommendation, if appropriate. Ut#ization Mana.qement Primary Findings: 1. There is insufficient personnel capacity and funding within the CSA staff and committee structure to accomplish the work necessary to effectively manage the program and control costs; 2. There is insufficient awareness of and case rnanager a nd staff attention t o vendor accountability a nd cost control; 3. C SA agency s taft a nd t he CSA Coordinator lack adequate time to conduct thorough case-specific utilization review and system-wide utilization management; and, 4. Limited information is available about outcomes achieved by service providers and the effectiveness of different treatment methods they use. Recommendations: 1. Establish a full-time Utilization Management Coordinator using appropriated CSAfunds (does not require new local funds); 2. Appropriate funds to establish a half-time Family Assessment and Planning Team (FAPT) Coordinator to coordinate clerical functions that would allow CSA coordinator to focus on program management functions that can have an effect on cost control outcomes (requires an additional appropriation of $13,115 in new local funds); and 3. Establish a single FAPT team model to achieve a higher level of expertise and more consistent attention to cost issues (does not require new local funds). Prevention Services Primary Findings: In recent years older children, ages 12 and up, have become a larger percentage of the foster care CSA caseload. They are typically more difficult and costly to place and serve; the rate of children in foster care in both the City and the County exceeds the state average (36.9 per 1,0000 children in the City; 8.4 in the County; and an average of 4.4 statewide; the national average is 7.5). The number of children in foster care appears to reflect a community philosophy that is especially proactive in preventing children from "falling through the cracks." And, existing foster care prevention programs have documented success, but lack the capacity to serve all children at high risk of placement. Recommendations: 1. The City. should fund two new Foster Care prevention social worker positions by taking advantage of Title IV-E federal funds; 2. The County should ensure continued funding for foster care prevention services, such as Bright Stars and Family Support Programs; and, 3. City Council and the Board of Supervisors should direct any additional local funding to support other prevention services programs usin§ models with demonstrated success for children ages 11 and older, guided by data on service effectiveness from the CCF and its budget review teams. Intervention Services Primary Findings: 1. When children must be placed out of home on an emergency basis, there is often no local resource for placement, nor is there an opportunity to conduct a thorough assessment of problems and service needs prior to placement. This can contribute to unnecessarily high cost if children must be placed in more intensive treatment than would be necessary if there was opportunity for better assessment. The subcommittee found that some children are rejected or ejected from multiple treatment facilities on an average of 2.9 facilities that were unable to meet their needs. Some of this is attributable tothe inability to conduct a thorough assessment due to the mandatory and emergency need for placement. Recommendations:: 1. The City and County governments should support the CSA committee in developing a local program or system to provide CSA-purchased comprehensive multidisciplinary assessment of any child who requires it; and, 2. The community should develop and implement local programs or facilities to accept and stabilize any child in a crisis situation who needs a CSA funded emergency placement. There is currently underutilized space at the Blue Ridge Detention Center, which could be considered for alternative programming of this type. Policy Issues Primary Findings: 1. State funding provided for local CSA administrative costs is only $30,380 per year, about 0.2% of total CSA expenditures in FY 2003. There has been only one small increase in nine years, even as mandated administrative requirements have steadily grown; and, 2. Public residential mental health treatment facilities for children have been virtually eliminated by the Commonwealth of Virginia, which has resulted in state-to-local cost shifting. Children with senous mental and emotional impairments who in the past would have been placed in state facilities now must be served by private program with CSA funds. Recommendations: 1. The City and County should advocate for increased state funding for CSA administrative costs and AGENDA TITLE: Charlottesville/Albemarle Commission on Children and Families (CCF) Report on the Comprehensive Services Act - Cost Containment Subcommittee Report AGENDA DATE: February 4, 2004 Page 3 of 3 for relief from cost shifting from the state to the localities through supporting VML and VACO legislative positions on this issue. The above is a brief summary of the recommendations and strategies that the subcommittee developed. It is not all- inclusive. There are numerous implementation strategies that have not been discussed in this summary, but involve internal structural review and revision to achieve cost containment goals. The full text of the report is attached, minus the appendices. The full report, plus appendices, is available online at www.ccfinfo.or,q. If Board members would like a hard copy of the appendices, please inform the Office of the County Executive. RECOMMENDATION: Staff recommends approval of the report and its recommendations. 04.011 CSA COST CONTAINMENT REPORT CHARLOTTESVILLE/ALBEMARLE COMMISSION ON CHILDREN & FAMILIES PREPARED BY THE CSA COST CONTAINMENT SUB-COMMITTEE Box 9~ 1 ~ Chadottesvi~le~ VA 22902 · www.ccfinfo.orc3 · 434-970-3550 Executive Summary The Comprehensive Services Act for At-Risk Youth and Families (CSA) is a state lawthat consolidated funding for legally mandated services to troubled children and fa milles and required the establishment of local interagency management and service delivery systems to plan and provide services. Locally, the CSA program is overseen by the Charlottesville/Albemarle Commission on Children and Families (CCF). The Comprehensive Services Act for At~RiskYouth and Families (CSA) is a state law that consolidated funding for legally mandated services to troubled chil- dren and families and required the establishment of local interagency man- agement and service delivery systems to plan and provide services. Locally, the CSA program is overseen by the Charlottesville/Albemarle Commission on Children and Families (CCF). The CSA program has increased interagency collaboration and community involvement in serving troubled children and families. Services have become more efficient and children in need are less likely to "fall through the cracks." Charlottesville and Albemarle have been recognized by the state for the quality of services provided under CSA and compliance with program management requirements. Since the program began in Fiscal Year 1994, CSA caseloads and costs have increased steadily. The average annual increase in children served has been 8% for Charlottesville and 19% for Albemarle. Expenditures of CSA funds for the City have increased an average of 23% per year and for Albemarle, 27% per year. CSA cost increases have been driven primarily by the growing number of children required to be served and the increasing severity of their service needs. At the same time, administrative staffing for CSA coordination has remained unchanged at 1.2 positions in the CCF office. State funding provided for administration of this $12 million program (in fiscal year 2003) is only $30,456 per year. Due to growth in the CSA program and its state-mandated administrative requirements, the Charlottesville/Albemarle management and service deliv- ery system has become overloaded. In July 2003, an interagency work group implemented changes to improve the efficiency and effectiveness of the service planning process. While significant progress has been made in the system's effectiveness, costs remain a concern. In February 2003, the Commission and its CSA Committee established the CSA COst Containment Subcommittee to study the reasons for cost growth a nd recom- mend ways to improve cost control. The Subcommittee worked for nine months researching data, examining program operations, and identifying best practices in other localities. Its recommendations are grouped in four categories: · Utilization Management. "Utilization Management" refers to the activities and processes involved in assessing service needs, selecting service providers, delivering, monitoring, evaluating, and terminating services provided primar- ily by private vendor agencies. Effective utilization management is critical to providing the most appropriate and effective services and controlling costs. · Prevention Services. CSA costs are driven primarily by the number of children required to be served. The majority of those children are in foster care, and the second largest group is Special Education students. High CSA costs in our localities are due mainly to high caseloads and the increasing severity of children's needs.. Preventing children from entering foster care and reducing the need for out-of-school special education services is the single best way to control CSA costs. · Intervention Services. The CSA program intervenes when children re- quire removal from their homes and placement in foster care or when their special education needs cannot be met in the local schools. Services are provided by staff i;n the local CSA agencies and through purchase from other public and private service providers. Cost issues include sever- ity of children's service needs, availability of appropriate service providers, rates charged for services, and effectiveness of case management. The development of new service resources locally, particularly for secure emer- gency placement and assessment, may contribute to better cost control. · Policy Issues. Changes in state and federal policies and resources have resulted in the shifting of costs and service responsibility to CSA for children who formerly would have been served in public mental health or correctional facilities. Modifications in these and other policy areas could contribute to reduced CSA pro§ ram costs. CSA Cost-Containment Subcommittee Background The Commission and its CSA Committee established the CSA Cost Containment Subcommittee to study the reasons for cost growth and recommend ways to improve cost control... Its recommendations are grouped in four categories: · Utilization Management · Prevention Services · Intervention Services · Policy Issues Major Recommendations · Establish a full-time Utilization Management (UM) Coordinator position · Provide funds to increase prevention services · Support the CSA Committee in developing a local program or system for comprehensive and secure multidisciplinary assessment of any child who requires it. · Establish a single Family Assessment and Planning Team model The Subcommittee's major reCommendations are: 1. The City and County governments should approve the use of appropriated CSA funds to establish a full-time Utilization Management (UM} Coordina- tor position to implement a comprehensive utilization management system. 2. The City and County governments should provide funds to increase preven- tion services, including: · Take advantage of available federal Title IV-E funds (with a 50% local match) to establish two new Foster Care Prevention social worker positions in the City's Social Services Department. · Ensure continued funding support for the County's Bright Stars and Family Support Programs. · Direct additional local funding support to other prevention service pro- grams using models with demonstrated results for children age 11 and u p. 3. The City and County governments should support the CSA Committee in developing a local program or system for comprehensive and secure multidisciplinary assessment of any child who requires it. 4. The CSA Committee should form an implementation work group to establish a single Family Assessment and Planning Team model by July 1,2004, to replace the current structure of four interagency teams of case managers who review service plans and recommend funding. There is no simple solution to the CSA cost dilemma. CSA is a legally mandated program that is administratively complex. Locally we are operating it with minimal staffing relative to the program's administrative and case management challenges. Additional system improvements possible with currently available resources are likely to be marginal. Improved cost control will require the invest- ment of new resources. The Subcommittee's report provides a recommended investment strategy. 4 Introduction: The CSA Program The Corn prehensive Services Act for At-RiskYouth and Families (CSA) is a state law passed in 1992 (Code of Virginia, Sec. 2.2-5200 to -5214) to change the way publicly-funded services to troubled children and families a re delivered. It was intended to increase interagency collaboration, allow greater local flexibility in developing and providing services, and help control costs, particularly in foster care. CSA created the State Pool of funds to pay for services, combining several state funding streams that previously went to separate agencies, established a for- rnula for local matching funds (45% for Albemarle and 31% for Charlottesville), and required the creation of local interagency boards, called Community Policy and Management Teams (CPMT),to administer the funds and services. The City and County chose to form a joint CPMT to administer CSA locally. Introduction: The CSA Program The Comprehensive Services Act for At,Risk Youth and Families (CSA) is intended to increase interagency col- la boration, allow greater local flexibility in developing and providing services, and help control costs, particularly in foster care. Since 1998, the Commission on Children and Families (CCF) has served as the CPMT for Charlottesville/Albemarle. The CCF is a 22-member planning and advisory bodyto the City of Charlottesville and County of Albemarle composed of citizen, community agency, local government, education, and UniverSity lead- ers with the mission of im proving outcomes for local children and families.The Act mandates that the membership of the CPMT include, at a minimum, the Focal agency heads or their designees from the Charlottesville and Albemarle Departments of Social Services, theThomas Jefferson Health District, RegionTen Community Services Board, the Charlottesville and Albemarle Public Schools, and the Juvenile Court Services Unit, as well as a parent representative, a private service provider agency representative, and an elected or appointed govern- ment official from Charlottesville and Albemarle County. Children legally mandated to be served through CSA include those who are in foster care (placed in the legal custody of the Department of Social Services by the Juvenile Court judge) or at risk of entering foster care and children needing residential or day placement for special education needs that cannot be met in the local school system. The relative numbers served in these categories are Child~'en legally manadated to be served through CSA include: 1) children in foster care 2) children at risk of being placed in foster care 3) chi!dren needing residential or day placement for special education needs that cannot be met in the local school system, CSA provides a range of services to youth Many of the children served by CSA are suffering from physical abuse or neglect, sexual abuse, serious emo- tional disturbance, conduct disorders, autism, other types of psychiatric illness, and drug or alcohol abuse. different for the City and County, the City having proportionally more foster care cases and the County relatively more in Special Education (see Appendix 1). Many of these children are suffering from physical abuse or neglect, sexual abuse, serious emotional disturbance, conduct disorders, autism, other types of psychiatric illness, and drug or alcohol abuse. CSA provides a range of services, purchased from public and private providers, including: · Room and board in foster family homes; · Therapeutic foster care; · Supervision and services in group homes; · Special education in residential and day treatment facilities; · Psychiatric, psychological, and other services in residential treatment facilities; · Intensive in~home therapy and out-patient counseling; · Training in job readiness and independent living skills; · Child care, parent education, mentoring, and other support services. Caseworkers in the public agencies included in the Act assess service needs of children and families, develop - - - service plans, and manageand coor- a3,6 4~ ALBEAAARLE [] CHARLOTTESVILLE ~ VIRGINIA Sources: Charlottesville/Albemarle Commission on Children and £amilies State Office of Comprehensive Services dinate the delivery of services. They collaborate on CSA-mandated Fam- ily Assessment and Planning Teams (FAPT) to review service plans and recommend funding to the CPMT. Services are purchased from public and private provider agencies. The CSA Coordinator in the CCF office provides administrative staff sup- port for the program. 6 Background Many of the changes brought about by the Comprehensive Services Act have been positive. CSA has substantially increased interagency collaboration in serving troubled children, improving the early identification of service needs and the efficiency of planning and providing services. Over 100 case managers in six public child-serving agencies work through the CSA program to jointly plan and coordinate services and prevent children are from "falling through the Cracks." There is greater community and parental involvement in meeting the needs of troubled children and more services are available to meet those needs. Charlottesville and Albemarle have been recognized by the state for successful implementation of CSA. In June of 2002, the state Office of Comprehensive Services conducted a three-day formal review of our local CSA operations. They found that our CSA system was providing quality services through interagency collaboration and community involvement. Case records were found to contain the required documentation of service needs, service planning, appropriate- ness of care, and utilization management and review. They noted that cost containment measures were in place, and commended the City and County for placing high emphasis on the use of Medicaid and Title IV-E as alternative funding sources to save CSA costs. Background The CSA program in Charlottesville/ Albemarle is successful in many re- spects but can be im proved. Since the implementation of CSA in July 1993, caseloads and service costs have increased steadily, as have state-man- dated administrative requirements. The CSA program in Cha rlottesville/Albemarle is successful but can be improved. Caseloads and service costs have in- creased steadily since 1993 ,as have state-mandated admin- istrative requirements. The local CSA program budget has been a growing concern, and our CSA system has become overloaded and more difficult to manage. State funding for program administration pays only a fraction of the program's real operating cost and has been increased only once in nine years. Fiscal year 2003 was the ninth year of the CSA program. Over that period of time the average annual increase in expendi- in many respects 7 Background In the spring of 2003 the work group implemented a series of changes to the FAPT structure and process designed to better meet state mandates, increase efficiency, ensure high-quality service recommendations, increase focus on child outcomes, and ensure that cost effectiveness is always a primary consideration in developing service plans. tures for CSA services in Charlottesville has been 23% and in Albemarle 27% (see Appendix 2). The average annual increase in children served has been 8% in Charlottesville and 19% in Albemarle (see Appendix 3). In 2002, Medicaid began paying for some CSA services, reducing local cost. High CSA costs in our localities are due mainlyto high caseloads and the increasing severity of children's needs.. Ad Hoc Committee on FAPT ProCess In the fall of2002, growing CSA caseloads and state administrative requirements had overloaded the Family Assessment and Planning Team system to the point that its effectiveness was seen as diminished. The large volume of cases coming before the four teams had reduced their ability to fully meet state administra- tive requirements, ensure the best service plans, and give thorough attention to cost issues. An interagency work group was established to consider these problems and implement system improvements. In the spring of 2003 the work group implemented a series of changes to the FAPT structure and process designed to better meet state mandates, increase efficiency, ensure high-quality service recommendations, increase focus on child outcomes, a nd ensure that cost effectiveness is always a primary consideration 'n develo ping service plans. New tools and streamlined procedures were de- veloped to reduce duplicative effort, ensure consistency in case presentations and the review process, and maximize parental involvement. Cost Containment Subcommittee In spite of policies and processes built into the CSA system for fiscal man- agement, costs have continued to increase substantially. In February 2003 the Commission and its CSA Committee established the Subcommittee on cost containment and asked it to: · Identify and analyze the reasons for CSA costs and increases. · Review our current policies and processes related to cost control and deter mine if and how they can be improved. · Research cost-control practices in other localities. · Identify and evaluate new options for cost control. · Make recommendations to the CSA committee on improvements to our current cost control practices and new cost control measures to implement. The Subcommittee was chaired by Paul McWhinney and met 12 times between March and November 2003. Members formed subgroups that conducted data analyses on costs, cases, and services, researched legal issues and best practices, examined how CSA is administered in localities with better cost experience, and studied our local structure and processes to assess potential improvements. The Subcommittee found that reasOns for cost growth include increasing numbers of children legally mandated to be served, a growing percentage of children with severe problems requiring the most expensive treatment, increasing service fees charged by vendors, and an overloaded and under- staffed system unable to conduct all the best practice administrative and case management functions to control costs. Recommendations address each of these areas. Background Cost Containment Subcommittee Members Saphira Baker, Director, Commission on Children and Families Katie Bullard, City of Charlottesville Budget Manager Robert A. Cox, III, Director of Social Services, Charlottesville Gretchen Ellis, Planner, Commission on Children and Families Kevin Kirst, Special Education Coordi- nator, Albemarle County Schools Cheryl Lewis, Foster Care Supervisor, Albemarle Social Services Paul McWhinney~ Assistant Director, Albemarle Social Services Mike Murphy, Program Coordinator, Community Attention Dana Neidley, Chief of Sociai Work, Charlottesville Social Services Earl Pendleton, Probation Supervisor. ~ 6th District Court Services Unit Chalarra Sessoms. Social Worker, Charlottesville City Schoois Erin Sutfin. University of Virginia Graduate Student Cindy Stratton, CSA Coordinator Roxanne White, Assistant County Executive, Albemarfe County Research Methodology The Subcommittee determined that recommendations needed to be based on concrete data. To this end, the sub- committee conducted a number of re- search projects to collect information about current CSA costs and utilization, local perceptions and practices, and best practice models. Research Methodology The Subcommittee determined that recommendations needed to be based on concrete data. To this end, the subcommittee conducted a number of research projects to collect information about current CSA costs and utilization, local perceptions and practices, and best practice models. Following is a summary of these research projects. 1. Cost and data analysis: In April, 2003, Gretchen Ellis reviewed CSA fiscal records for each locality for FY00-FY02 to gather data about overall cost, types of cases served, kinds of services provided, demographics of youth served, vendor rates and utilization. Findings indicate that local expenses increased 35% in the City and 44°,6 in the County in two years. The increases in vendor fees varied widely, from 7% to 75%. ISee Appendix 4) 2. Survey of Subcommittee members: In April 2003, Subcommittee members completed a self-survey to identify possible causes of increased costs. Survey responses were used to guide further research to test proposed theories. Com- mittee members identified possible causes including a lack of local resources, state and local policies, vendor practices, insufficient utilization management, and a changing client population. (See Appendix 5, survey instrument) 3. Residential casefile research: In May and June 2003, Erin Sutfin reviewed the case files of 12 youth in extended and costly residential placements. Data were analyzed to determine the number, types, and outcomes of residential placements. Findings indicated that many of these youth were rejected or ejected by multiple facilities. Diagnostic practices and service planning were inconsistent. (See Appendix 6) 4. Utilization management research: In August 2003, Buz Cox and Paul Mc, Whinney presented research about effective utilization management practices. Utilization management is the process of managing costs and use of services through effective planning, monitoring, and decision-making to assure that services provided are appropriate and cost-effective. (See Appendix 7) 10 5. In-home services case file research: n July, 2003, Gretchen Ellis and Department of Social Services staff analyzed a representative sample of case files for children who received in-home foster care prevention services to determine the appropriateness and impact of these services. Favorable outcomes were achieved in 50% of cases. (See Ap- pendix 8) Research Methodology 6. Best practice interviews: In August 2003, Erin Sutfin presented the results of inter- views with CSA staff in Hampton, Hanover, and Winchester, all communities which have implemented effective cost containment practices. Best practices in Norfolk, Richmond, and Lynchburg were also examined. Findings indicated that these localities have exten- sive utilization management programs and several use a single professional FAPT model. (See Appendix 9) 7. Current practice interviews: In July and August 2003, Katie Bullard conducted struc- tured interviews with a representative sam pie of CSA case managers. They indicated that high caseloads, lack of local resources, and lack of sufficient capacity for case management are among issues that impact CSA costs. (See Appendix 10) 8. Foster Care prevention statistical research: n August 2003 Cheryl Lewis and Dana Neidley, along with other staff from the Departments of Social Services, analyzed foster care prevention statistics. This research analyzed three years of data for all foster care prevention cases to determine whether these children later entered foster care. Research showed that a majority of these children did not enter foster care with more favorable outcomes in the County. (See Appendix 11) 9. Legal Research: The Subcommittee asked the Charlottesville City Attorney's office to research legal questions pertaining to CSA cost issues. The research (see Appendix 12) found that the CSA system has the legal responsibility to provide appropriate services and the flexibility to do so at the lowest feasible cost, but that the Juvenile Court judge has the authority to require higher levels of services at additional cost. Also, the legislature made a Code change in 2000 making the criteria for committing a delinquent child to a Juvenile Justice facility more restrictive. Foster care being one of the dispositional op- tions for the judge in delinquency cases, some children who previously would have been committed to state correctional facilities may be placed in foster care instead. 11 Findings and Recommendations Recommendations are grouped in four categories: 1. Utilization Management 2. Prevention Services 3. Intervention Services and 4. Policy Issues Relevant findings precede each recommendation. Anticipated out- comes and implementation strate- gies follow. · See Appendices 4 and 6. Report of Cost and Data Analysis; Report of Residential Case File Research ~ See Appendix ~. Graphs of CaseType Distribution ~ See Appendix 6. Report of Residential Case File Research Findings and Recommendations: Utilization Management "Utilization management"refers to the activities and processes involved in assessing service needs, selecting service providers, delivering, monitoring, evaluating, and terminating services (see Appendix 7). Effective utilization management is critical to providing the most appropriate and effective services and controlling costs. FI NDING: There is insufficient personnel capacity and funding within our CSA staff and committee structure to accomplish all the work necessary to effectively manage the program and control costs. State funding for administrative costs is only $30,380 per year, about two-tenths of one percent of the program's total2003 expenditures. City and County funds must pay the difference just to support one administrative position, and additional staffing is needed. CSA agency staff and the CSA Coordinator lack adequate time to conduct thorough case-speci§c utiliza- tion review and system-wide utilization management. The work expected of the CSA Coordinator constitutes two or three distinct jobs that cannot be effectively performed by one person, contributing to frequent turnover. Benchmark localities found to have better CSA cost experience typically have separate dedicated staff positions for Family Assessment and Planning Team (FAPT) coordination, CSA program management, and utilization management coordination: ~ FINDING: There is insufficient awareness of and case manager and staff attention to vendor accountability and cost control FINDING: There is limited information available about outcomes achieved by service providers and the effectiveness of different treatment modalities they use. Case managers rely mosffy on anecdotal experience and word-of-mouth in selecting service providers. FINDING: Fees charged by service providers are not regulated (the state deregulated them when CSA was created) and have increased significantly overtime, often substan- tially more than the "cost of living. ,,2 Many vendors operate in a "sellers market." FINDING: Several "best practice" localities with better CSA cost outcomes utilize one "permanent"Family Assessment and Planning Team rather than the multiple-team model used her¢ and credit it with improving service and cost outcomes.3 12 RECOMMENDATION NO, 1: The City and County governments should approve the use of appropriated CSA funds to establish a full-time Utilization Manage- ment (UM) Coordinator position to implement a comprehensive utilization management system. This new position is essential to implementation of other recommendations and strategies in this report. See job description in Appendix 13. Anticipated Outcomes: The substantial additional effort that is needed in utilization management could be performed, resulting in less cost for services due to better assurance that purchased services are necessary and appropriate, provided by the best vendors, provided only to the ex- tent needed and effective, and that intended service outcomes are clearly established and monitored. Funds already appropriated for CSA services may be used to pay for these activities, it is expected that resulting cost savings would at least pay for the position and would likely produce a net reduction in CSA service expenditures. RECOMMENDATION NO. 2: The City and County governments should a ppro- priate funds to establish a half-time FAPT Coordinator position to handle the administrative responsibilities ofthe FAPTprocess. Manyofthe recommenda- tions that follow require this position to implement. Anticipated Outcomes: A designated support position to coordinate the clerical functions of the FAPT process will enable the professional CSA Coordinator to focus on program management functions that can have a positive effect on cost control. See job descriptions in Appendix 13. RECOMMENDATION NO. 3: The CSA Committee should form an im plementa- tion team to establish a single-FAPT model by July 1,2004. The team should consider costs, benefits, and organizational issues in the CSA partner agencies to produce the design and plan for a new structure. Anticipated Outcome: Based on the experience of benchmark localities that use this model, expected outcomes include a consistently higher level of expertise in the FAPT, better efficiency a nd effectiveness, and more con- sistent attention to cost issues. Utilization Management Recommendations Recommendations 1-3 1. Establish a full-time Utilization Management (UM) Coordinator position 2. Establish a half-time FAPT Coordinator position 3. Establish a single-FAPT model by July 1,2004 13 Utilization Management Strategies 1. Review functions for efficiency. 2. Provide orientation and training for case manager staff. 3. Oversee a standardized, systematic reporting and auditing protocol. 4. Develop a shared resource database for all CSA agencies. 5. Select service providers that use effective service methodologies. 6. Require the"unbundling"of vendor combined service packages. 7. Continue current efforts to limit vendor rate increases. 8. Provide training on how to access alternative funding sources. 9. Ensure that programs and fees are structured to optimize non-CSA fund- ing options. 10. Review local policies and proce- dures on determining eligibility for CSA foster Care prevention. Implementation Strategies for Utilization Management Strategy 1. The CSA Committee should review its functions, the functions of its subcomm ittee the Case Authorization and Review Team, and the functions and authority of CSA staff positions, and make any necessary changes for ef- ficiency and effectiveness, of the system. Anticipated Outcomes: Ensuring the optimum efficiency of this complex system will result in better use of available resources to accomplish all necessary tasks. Strategy 2. The CSA staff should provide ongoing orientation and training for case manager staff in the CSA agencies on vendor accountability and cost issues and develop new tools for use by case managers and FAPTs to monitor the CSA budget and expenditures. Anticipated Outcomes: More consistent awareness, tools, and expertise throughout the system should result in better and more clearly defined outcomes from services and better cost control. Strategy 3. The CSA Committee and UM Coordinator should oversee the implementation ora standardizec~,systematic reporting and auditing protocol for service providers, and collect, maintain,and disseminate information about vendor program outcomes and cost effectiveness. Anticipated Outcome: Vendor accountability will be improved and better service outcomes can be achieved by selecting the most effective service providers Strategy 4. The UM Coordinator should develop a shared resource database for all CSA agencies where staffcan record and review evaluative information on service providers. Anticipated Outcomes: Case managers will have a tool to select the best service providers, increasing service effectiveness. Effective services can reduce duration of services, reducing costs. 14 Strategy 5. The CSA Committee should ensure that necessary information is available for agency case ma nagers to select service providers that use service methodologies of proven effectiveness whenever available. Anticipated Outcome: Service outcomes for children and families will be im- proved though the use of proven practices. The need for multiple placements and extended services will be reduced, resulting in less cost. Strategy 6. The CSA Committee and UM Coordinator should revise our contractual terms and conditions for vendors to require the "unbundling" of combined service packages. Anticipated Outcome: Only those services deemed strictly necessary would be purchased, reducing cost. Strategy 7. The CSA Committee and UM Coordinator should continue current efforts to limit vendor rate increases and explore all opportunities to negotiate lower rates or limit rate increases. Anticipated Outcome: To the extent service fee increases can be controlled, costs will be reduced. Strategy 8. The CSA Coordinator and UM Coordinator should provide ongoing training to case managers in the CSA agencies on how to access alternative funding sources. strategy 9. The CSA Committee and staffshould negotiate with service providers and offer them technical assistance to ensure that programs and fees are structured to optimize non-CSA funding options such as Medicaid. Anticipated Outcomes: The consistent use of alternative sources of service fund- lng, including Title IV-E and Medicaid, will save local dollars. Strategy 10. The CSA Committee should review local policies and procedures on determining eligibility for CSA foster care prevention and, if needed, clarify or revise them. Anticipated Outcome: Clarity and consistency of criteria for foster care preven- tion eligibility will ensure cost effectiveness of those services. Utilization Management Strategies 15 Prevention Services Recommendations 4-6: 4. Establish two new Foster Care Prevention social worker positions in Social Services 5. Continued funding support for foster care prevention progra ms such as Brig ht Stars and the Family Support Program. 6. Direct additional local funding support to other prevention service programs using models with demonstrated success for children age 11 and older. ~ See Appendix ], Graphs of Case Type Distribution %ee ~ppendix 8. Report of In-Home Service Case File Research a Outcome Data; Bright Stars and Family Support Programs, AIbemarle County Department of Social Services II. Prevention Services CSA costs a re d rive n p ri m a ri ly by t h e n u m b e r of c h i ld re n req u i red to be served. The majority of those children are in foster care, and the second largest group is Special Education students. Although CSA costs in our localities are rela- tively high, this is due mainly to high caseloads and the increasing severity of children's needs; our average cost per case is the same or lower than the state average. Preventing children from entering foster care and reducing the need for out-of-school special education services is the single best way to control CSA costs. FINDING: /n recent years older children, ages 12 and up, have become a larger percentage of the foster care CSA caseload. They are typically more dif-Scult and costly to place and serve? FINDING: The rate of children in foster care in both the City and County exceeds the state average (36.9 per 1,000 children in the City, 8.4 in the County, and an average of 4.4 statewide, the national average is 7.5). Rates of children coming before the juvenile court are also high, and this is the avenue by which most chil- dren enter foster care. The number of children in foster care appears to reflect ~ community philosophy that is especially proactive in preventing children from "falling through the cracks." FINDING: Reduction ofthe number of children in foster care will reduce CSA costs. Existing foster care prevention programs have documented success but lack the capacity to serve all children at high risk of placement? RECOMMENDATION NO.4: The City should take advantage of available federal funds in the Title iV-E Foster Care prog ram to establish two new Foster Care Prevention social worker positions in Social Services. These funds can be ac- cessed with a 50% local match. See job description in Appendix 13. RECOMMENDATION NO. 5: The County should ensure continued funding support for foster care prevention programs such as Bright Stars and the Fam- ily Support Program.6 16 RECOMMENDATION NO. 6: City Council and the Board of Supervisors should direct additional local funding support to other prevention service programs using models with demonstrated success for children age 11 a nd older, guided by data on service effectiveness available from the CCF and its Budget Review Team. Anticipated Outcome: Reduction of the number of children in foster care will reduce CSA costs. The average cost for the various types of foster care placements is over $50,000 per year. For children requiring intensive resi- dential treatment, the average cost is over $100,000 per year. in contrast, the average cost of foster care prevention services purchased from public and private provider agencies is about $11,000 per year, and the cost of prevention services provided directly by a Social Services prevention worker in the City's Social Services department is about $2,000 a year per case. III. Intervention Services The CSA program intervenes when children require removal from their homes and placement in foster care or when their special education needs cannot be met in the local schools. Activities involved include assessment of service needs, service plan development, and provision of services by staff in the local CSA agencies and through purchase from other service providers. FINDING: High foster care caseloads (currently at least 3$% higher in the Citythan maximums recommended by the Child Welfare League of America and the Council on Accreditation of Services for Families and Children) contribute to more frequent use of purchased services and placements that can last longer than necessary. Ex- cessive caseloads also contribute to staff turnover, which perpetuates high caseloads and diminishes service effectiveness due to reduced continuity of care. 7 RECOMMENDATION NO 7: City Council and the Board of Supervisors should establish sufficient social worker positions to ensure that foster care caseloads do not exceed the maximums established by recognized national standards. Intervention Services ' See Appendix 7. Utilization Manage- ment Report 17 Intervention Services Recommendations 7-8 7. Establish sufficient social worker positions so that caseloads do not exceed the maximums established by recognized national standards. 8. Continue to strengthen social services staff retention efforts. Anticipated Outcome: Reduction of work overloads in foster care will allow social workers adequate time to manage cases effectively, reduce reliance on purchased case management services, and move children through and out of foster care more efficiently. RECOMMENDATION NO. 8: The City and County Departments of Social Services should continue to strengthen staff retention efforts, with particular attention to caseload size and salary, and to effectively manage transitions between staff to ensure continuity of care. Anticipated Outcome: Lower staff turnover will mean a better trained and more experienced workforce, resulting in services of more consistent effectiveness which will contribute to cost control. FINDING: When children must be placed out of home on an emergency basis, there is often no local resource for placement due to severe behavior problems which local foster homes or facilities cannot manage. In these situations there may not be an opportunity to conduct a thorough assessment of problems and service needs priorto placement. This can contribute to unnecessarily high cost if children must be placed in more intensive treatment than would be necessary if there was opportunity for better assessment. 8 ~ See Appendices 3 and 7. Graph of Case- load Growth: Utilization Management Report 9 See Appendix 3 Graph of Casefoad Growth FINDING: Some children, especially those with the most challenging problems, are rejected by or ejected from multiple treatment facilities. A group of high needs children studied were found to have been ejected from an average of 2.9 facilities that were unable to meet their needs. Some of this is attributed to the inability to conduct a thorough initial assessment of the child's needs due to the mandatory and emergency need for placement. 9 18 RECOMMENDATION NO. 9: The City and County governments should sup- port the CSA Committee in developing a local program or system to provide CSA-purchased comprehensive multidisciplinary assessment of any child who requires it. Anticipated Outcome: Better assurance that services and treatment programs selected are as appropriate as possible and therefore more effective, reduction ofthe need for emergency placements out of the community before a complete assessment of needs is available, and reduction of the likelihood of placement disruption by ejection. RECOMMENDATION NO. 10: The community should develop and imple- ment local programs or facilities to accept and stabilize any child in a crisis situation who needs a CSA-funded emergency placement. There is space presently underutilized at the Blue Ridge Detention Center which could be considered for alternative programming of this type. Anticipated Outcome: Children will not have to be placed in high cost out-of-community facilities solely due to the emergency need for placement. Temporary local placement and stabilization will allow for better assessment and service planning before proceeding with treatment. Intervention Services Recommendations 9:10 9. Develop a local system to provide CSA-purchased comprehensive multidisciplinary assessment of any child who requires it. 10. The community should develop and implement local programs or facilities for children in a crisis situa- tion needing CSA-funded emergency placement. FINDING: Since 1997, there have been increasing numbers of autistic chil- dren served through CSA, particularly in the County. [Cite numbers here] These children are typically among the most expensive to serve. The average cost of such placements can exceed $200,000 per year. 19 Strategies for Intervention Services o in FY 2002, the City and County's foster home program was unable to place 21 children due to insufficient numbers of available foster families, As a resLdt these children had to be placed in more costly settings. ~'Work[ng Draft of THE INFORMATION SHARING PROJECT:A Report and Update by the ~nformation Sharing Subcommit- tee of the Juvenile Justice Advisory m[ttee December 2003. ~ See Appendix 5: Subcommittee Mem- ber Survey Implementation Strategies for Intervention Services FINDING: Placement in foster homes, inclUding specialized "treatment" foster care, is usually less costly than residential facilities, and more likely to be local; however, there are not enough available foster homes to fully meet the need. In FY2002, the City and County's foster home program was unable to place 21 children due to insuffcient numbers of available foster families. As a result these children had to be placed in more costly settings. 7o FINDING: Multiple agencies often work simultaneously with the same child and family. Improved communication among service providers may enhance service efficiency and effectiveness. ~ FINDING: Legal requirements for proof of"reasonable efforts" to prevent removal of children and to reunify families after removal contribute significantly to CSA costs and may result in provision of services that have little chance for effectiveness. ~2 Strategy 1. The Departments of Social Services, in collaboration with local private set- vice providers, should continue and increase efforts to develop strategiesto increase the pool of foster homes able to accept children with a wide range of needso Anticipated Outcome: The ability to serve more children locally in this kind of placement will save money and potentially improve service outcomes. Strategy 2. The Commission should support and encourage development of a better system for interagency information sharing. Anticipated Outcome: Red uction of d u piicative efforts to gather informa- tion needed to provide services will increase efficiency, and better coordina- tion of services provided will improve outcomes and help control costs. Strategy 3. The CSA Committee should consider whether a dialog with Juvenile Court judges on the issue of reasonable efforts could be helpful, and proceed to do so if indicated. Anticipated Outcome: If judicial expectations in this area can be clarified CSA doJlars could potentially be saved by reducing the level of services provided and moving children out of foster care faster. 2O V. Policy Issues Changes in several policy areas could help reduce costs in the CSA program. The Subcommittee recommends that the local governments include these issues in their annual legislative agendas and advocate for them wherever possible: State funds for CSA administration. The state funding provided for local CSA administrative costs is only $30,380 per year, about 0.2% of total CSA expen- ditures in FY2003. There has been only one small increase in nine years, even as mandated administrative requirements have steadily grown. The localities currently supplement their formula match for these funds to support our CSA administrative staffing level, which is not sufficient for optimal effectiveness; RECOMMENDATION NO. 11: Increasing state funding for local CSA ad- ministrative costs is a legislative priority for the Virginia Municipal League (VML) and Virginia Association of Counties (VACo), and should also be included in City and County legislative proposals. Court Services Unit caseloads. High caseloads in the Court Services Unit can contribute to more frequent use of purchased services, placements that can last longer than necessary, and increased staff turnover. RECOMMENDATION NO. 12: The State Department of Juvenile Justice and the General Assembly should provide the necessary resources to add staff positions to reduce caseloads to recommended levels and allow adequate time to manage cases effectively. Court dispositions for delinquent youth. Due to changes in state law in 2000,Juvenile Court judges have less discretion to place delinquent children in JuVenile Justice facilities. 73 This results in more of these children being placed in foster care, where they are often unamenable to services yet very expensive to place and serve. RECOMMENDATION NO. 13: The CSA Committee and staff should examine whether delinquent children are being placed in foster care Policy Issues Recommendations 11-13 11. Include increased state funding for CSA in City and County legislative proposals. 12. State Department of Juvenile Justice and the General Assembly should provide the necessary resources to add staff. 13. Examine whether delinquent children are being placed in foster care when less costly alternatives are available. ~ See Appendix 12b: Report of Legal Research 21 Policy Issues Recommendations 14-15 14. The City and County should advo- cate for relief from state cost shifting and support VML and VACo legislative positions on this issue. 15. City Council and the Board of Supervisors should bring the problem ofTitle IV-E eligibility to the attention of their Congressional delegation and urge them to update eligibility guidelines. ~ See Appendix 74: Articles on National T~ends ~ See Appendix 74: Articles on National Trends when less costly alternatives are available that are equally effective. If indicated, legislative recommendations should be developed or the issue should be discussed with the Juvenile Court judges to determine if some of these cases can be diverted from the CSA program. ~4 State-to-local cost shifting. Public residential mental health treatment facilities for children have been virtually eliminated in the Commonwealth. Children with serious mental and emotional impairments who in the past would have been placed in state facilities now must be served by private programs with CSA funds, shifting costs for these services from state to local government? The CSA Committee should further consider this finding and develop state legislative recommendations for consideration by the City and County to reduce cost shifting and save local CSA dollars. RECOMMENDATION NO. 14: The City and County should advocate for relief from state cost shifting and support VML and VACo legislative positions on this issue. Title IV-E funding eligibility guidelines. Title IV-E of the Social Se- curity Act provides federal funds to states to pay some foster care costs for eligible children. These funds require no localr match, so their use reduces local CSA costs. Despite rigorous and successful local efforts to identify children eligible for Title IV-E funds, the percentage of eligible children is decreasing due to family income eligibility guidelines that have been frozen for many years. RECOMMENDATION NO. 15: City Council and the Board of Supervi- sors should bring this problem to the attention of their Congressional delegation and urge them to update eligibility guidelines. 22 CONCLUSION The CSA program is a state mandate that must be administered locally as a matter of law. All children in the mandate categories must be servea, and caseloads have g town steadily. Costs are driven primarily by the number of cases, the severity of children's service needs, and fees charged by service providers. Charlottesville and Albemarle have had substantial success in implementing CSA, but the program has become increasingly complex and challenging to manage. The profile of the CSA program in Charlottesville and Albemarle today is minimal staffing and steadily increasing caseloads and costs. The program is administratively complex and challenging to manage, and our local CSA system is overburdened. State funding for administrative costs is insufficient to manage the program as effectively as possible. CSA staff in the Commission office, interagency personnel on the various CSA work groups, and staff in the several local CSA agencies have devoted enormous time and effort to designing and administering the system to be as efficient and cost effective as possible. Localities with better CSA cost experience typically have double or triple the administrative staff of Charlottesville and Albemarle. Additional system improvements possible with currently available resources are likely to be marginal. There is no simple solution to the CSA cost dilemma. Improved cost control through prevention, better utilization management, and development of greater service ca pacity is possible, but the investment of new resources is needed for optimal success. Subcommittee members believe there will be a return on investment in excess of the new resources committed. staff in the CSA agencies and CCF office can implement some parts of these recommendations with existing resources; however, the following actions Conclusion Improved cost control through prevention, better utilization management, and development of greater service capacity is possible, but the investment of new resources is needed for optimal success. 23 ConclUsion by City and County government are necessary to accomplish most of the cost control measures recommended in this report: · Establish a Utilization Management Coordinator position. · Establish a pa rt-time FAPT Coordinator position. · Establish two additional Foster Care Prevention Social Workers in the City's Department of Social Services. · Support adequate foster care program staffing in the Departments of Social Services as needed to ensure caseloads do not exceed recommended levels. · Support continued funding for the County's Bright Stars and Family Support Programs. · Direct additional funding support to other prevention service programs with demon- strated success for children age 11 and older. · Advocate legislatively for changes in state and federal policy. L~st of ^ppendices 1. Graphs on Case Type Distribution 2. Graph of cost growth 3. Graph of caseload growth 4. Report of Cost and Data Analysis 5. Subcommittee Membe~ Survey Instrument 6. Report of Residential Case File Research 7. Utilization Management Report 8. Report of In-Home Services Case File Research 9. Report of Best Practice Locality Research 10. Report of Case Manager Interviews 1 t. Report of Foster Care Prevention Statistical Research 72. Reports of Legal Research (2) 13. Job Descriptions for CSA Coordinator, FAPT Coordinator, UM Coordinator 14. Articles on national trends 24 Cost Containment Acknowledgements This report is the result of many hours of diligent effort by committee members and others. Gretchen Ellis completed an analysis of fiscal data. Erin Sutfin reviewed case files of youth in extended and costly placements to identify trends. Buz Cox and Paul McWhinney presented research about effective utiliza tion management practices. Gretchen Ellis Dana Neidley, and Cheryl Lewis researched utilization and impact of in.-home preventa- tive services. Erin Sutfin and Paul McWhinney interviewed CSA staff in corn munities with favorable cost containment outcomes to identify best practices. Katie Bullard conducted structured interviews with CSA case managers, Allyson Davies researched legal issues related to CSA Buz Cox wrote this report, with as- sistance from other committee members. Amber Zavada of the Commission on Children and Families formatted the report. Their hard work and the work of the committee as a whole is gratefully acknowledged. BOARD -TO -BOARD February 4, 2004 - 10:30 a.m. A Monthly Communications Report of activities from the Albem~Ol ~Tf~~e Albemarle County Board of Supervisors. Dato: ~___~_~' RECENT Agonda ~em ~:__~ C~erk's Initials: ~ · FY 2004-2005 BUDGET: In November, the SChool Board directed the Superintendent to prepare a needs-based budget as required by the Code of Virginia. On January 21, the Superintendent presented his funding request to thc Board, and over thc last several weeks School Board members have been asking questions and learning more about the request. Our'public hearing was rescheduled to Wednesday, February I 1th, beginning at 6:30 p.m. in thc Auditorium. The Superintcndcnt's Proposed Funding Request totals $115,431,378, and would require $2,708,632 more in funding than is projected at this time based on a 74¢ tax rate. That same funding request, based on the 76¢ tax rate, would require an additional $1.6 million. The initiative driving this funding request is employee compensation. Attachment l is a copy of our budget calendar. Attachment 2 is a copy of the School Division Goals. Attachment 3 is a copy of the School Board/Superintendent Priorities. LONG-RANGE PLANNING: At the January 22nd meeting, the School Board received a report of proposed develOPments in the county from Wayne Cilimberg. We are aware that close communication~ especially with A1 Reaser's staff, has always been a part of the planning process and we appreciate the opportunity to talk and ask questions of Mr. Cilimberg. The School Board will also meet soon to discuss priorities and positions for long-range planning, especially important at this time as we have 3 new Board members. After that discussion, direction will be provided to the Long- Range Planning Committee at a separate meeting. FINGERPRINTING: At the January 22nd meeting, the School Board approved spending $16,500 on the Cross Match ID 500 fingerprinting system. This system will allow the school division to receive information from fingerprints back in 48 hours rather than waiting an approximate 3 months, as with the current process. NEW POLICY PROPOSAL: At our January 29th budget work session, Dr. Castner asked that the Board review a proposal that would allow Albemarle County employees, who do not live in Albemarle County, to place their children in our schools on a tuition and space available basis. The full proposal will be brought to the Board to consider in the near future. FUTURE ITEMS COMPENSATION REPORT: We are sorry that we have not been able to meet jointly to discuss the compensation report. It is our understanding that Ms. Suyes will be providing additional information on Part II of the November Compensation Report to both Boards. I hope that we will have a chance at the March 17th School Board Funding Request presentation to continue our discussion on this issue. 2004-05 Budget Request Agenda Albemarle County School Board Meeting Schedule Date: Thursday, January 29, 2004 Review Topic: School Board Work Session, 5:30 p.m. Overview of Human Resources and Administrative Services Request · ComPensation and Benefits Ms. Steele Howen, Executive Director for Administrative Services Department of Human Resources Staff Thursday, February 5, 2004 Wednesday, February 11, 2004 Thursday, February 12, 2004 School Board Work Session, 5:30 p.m. (4 Hour worksession) Overview of Instructional Support Request (School Technology, Assessment and Information Services, Federal Programs, Grants and Community Education, Regular Instruction including fine arts, gifted, media services and staff development) and an Overview of Support Services Request (Transportation, Building Services, School lunch program) Dr. Diane Behrens, Executive Director.for Support Services Department of Support Services Staff Dr. Pamela Moran, Assistant Superintendent for Instruction Department of Instruction Staff Public Hearing on the 2004-05 Budget Request, 6:30 p.m. School Board Meeting and Work Session, 6:30 p.m. Overview of Schools, CATEC, Special Education, PREP and Leadership Team Request Central School Division and Principals Tuesday, February 17, 2004 Wednesday, March 10, 2004 Wednesday, March 17, 2004 School Board Work Session, 5:30 p.m. Final Discussion of School Board's Proposal Jackson Zimmermann, Executive Director of Fiscal Services · Completion of School Board Budget Request Presentation of the 2004-05 County Executive's Budget Request, 6:00 p.m. Presentation of School Board Funding Request to Board of Supervisors and Joint Work Session, 1:00 p.m. Mrs. Diantha McKeel, School Board Chairperson ALBEMARLE COUNTY PUBLIC SCHOOLS MISSION The primary mission of Albemarle County Schools is to provide and promote a dynamic environment for learning through which all students acquire thg knowledge, skills and values necessary to live as informed and productive members of society. GOALS Albemarle County Public Schools will nurture a climate that promotes trust, idea sharing and sensitivity to student needs and ensure a healthy environment for intellectual development for all children. To provide such an environment, we will ensure that: Student Performance Standards · The primary purpose of all disciplines is for students to.apply knowledge,' facts, concepts and skills in new situations. School Climate and Board Adopted Values · All schools will promotean environment conducive to learning in which all members of the school community practice the system's' established core Values. Feeder Pattern Support · Individual'schools will operate in feeder patterns that provide consistent, comprehensive opportunities and early intervention strategies for students to acquire the knowledge and demonstrate sound physical, mental and emotional health. Curriculum and Staff Development · Curriculum development and implementation, including staff development, will be a dynamic process which supports student learning. A primary focus will be in reading, math, written and ora] communication, science and social studies. Extended School Community · Schools will welcome and encourage involvement of parents~ community members, and businesses. Working together, we will ensure that all students develop the skills and abilities to be contributing members of the community. ,,EVIDENCE Indicators to provide evidence of progress toward each goal's attainment are found in the system's Strategic Plan for a Total School System Commitment to the School Improvement Process.~ A Progress Report, which outlines the division's performance on these indicators, is issued annually by the Superintendent. Amended November 8, 1999 A-17 Board/Superintendent Priorities 2002-2004 Goal I: Student Performance Standards l Priority 1.1 Standards of Accreditation/Exceed 90% success in Math and English,, . 1.1.1 By June 30, 2004, all schools will be fully accredited under the changed state standards that will 'be implemented in 2003-04~ 1.1.2 By June 30, 2004, all students will graduate through acquisition of the coursework and verified credits necessary to obtain a diploma or satisfactory completion of an Individualized Education Plan (IEP). 1.1.3 By June 30, 2004, sub-populations of students specified in the federal 'No Child Left Behind Act of 2001 will demonstrate adequate yearly progress towards a 90% SOL pass rate in math and English at each school. Prioritv 1.2 ~ Academic Progress of High Achieving Students 1.2.1 By June 30, 2004, the percentage of students scoring at the advanced level on each SOL test and' in the top quartile of the Stanford 9 test will meet targeted increases as approved by the Board. 1.2.2 By June 30, 2004, the percentage of students earning an Advanced Studies Diploma, the percentage of high school graduates taking one or more college level courses, and the percentage of students in grades 9-12 taking at least one Advanced Placement test will meet target increases as approved by the Board. 1.2.3 By June 30, 2004 a report documenting the implementation of K-12 plans to increase access to higher-level classes for students will be presented to the Board. Goal 2: School Climate and Board Adopted Values I Priori~ 2.1 Equity and Diversity 2.1.1 By June 30, 2004, a staff member in each school will provide building-based equity and diversity workshops and specific focus on closing achievement gaps in core academic areas'. Approved September 11, 2003 A- 18 IImplementation Focus Areas for Board Monitoring and Review Division Support I: Technology Infrastructure Development/Maintenance DS 1.1 By June 30, 2004, the division will develop and implement a funding support plan to institute a phased-in replacement cycle for all instructional and administrative computers and the issuance of laptop computers to licensed instructional staff in the division. Division Support II: No Child Left Behind Act of 2001 DS III; lBy December, 2003 an assessment will be conducted to determine division structures needed to implement the federal No Child Left Behind Act of 2001 and a report made to the Board. Research and Develonment Focus Areas I Community se~:Vice and service learning in middle and high schools Implementation of redistricting planning procedures Direct School Health Advisory Board to develop a plan to promote a healthy school environment (i.e. nutrition, physical education, bullying, and mental health) Approved September 11, 2003 A-20 lade Community Recreational Facilities Needs Assessment Study County of Albemarle Community Recreational Facilities Needs Assessment Study Phase I BAIJ,ARD:~KING & ASSOCIATES LTD With Leisure Vision November 11, 2003 Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 1 County of Albemarle Community Recreational Facilities Needs Assessment Study Section I - Demographic Analysis To provide a foundation for determining future demands for recreational facilities for the County of Albemarle, Virginia a demographic analysis for the county has been undertaken. The following is a summary of the basic demographic characteristics of the County of Albemarle as well as the City of Charlottesville and a comparison with national demographic statistics. County of Albemarle and the City of Charlottesville: The primary market for any recreation facilities would clearly be the residents of the County of Albemarle. However, the fact that the city of Charlottesville sits in the middle of the county and the past partnerships between the two governmental entities to provide recreation facilities and programs suggests that their demographic characteristics need to be examined as well. The County of Albemarle occupies approximately 726 square miles (465,040 acres) in the Northem Blue Ridge and Northern Piedmont of Virginia. The county's major urban areas include the development areas around Charlottesville, Scottsville and Crozet, but about 690 square miles are rural areas. Population Numbers: 2000 Census 2003 Est. 2008 Proj. County of Albemarle 84,186 88,831 96,915 City of Charlottesville 40,009 40,317 41,176 Total 124,195 129,148 138,091 Source - U.S. Census Bureau, ESRI and County of Albemarle. The demographic statistics for the County of Albemarle will be analyzed for this study with references to the City of Charlottesville. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 1 County of Albemarle Community Recreational Facilities Needs Assessment Study Population Albemarle the following comparisons are possible. Distribution by Age: Utilizing census information from the County of Albemarle - from 2003 ESRI census estimate Nat. Pop~ Diff. Table- A -5 5,241 5.9% 6.7% -.8% 5-17 15,812 17.8% 18.3% -.5% 18,24 7,106 8.0% 10.2% -2.2% 25-44 25,494 28.7% 28.8% -.1% 45-54 14,213 16.0% 14.1% +1.9% 55-64 9,238 10.4% 9.5% +.9% 65+ 11,726 13.2% 12.4% +.8% Population- 2003 census estimate in the different age groups in the county. % of Total- Percentage of the service area population in the age group. National Population- Percentage of the national population in the age group. Difference- Percentage difference between the county population and the national population. Chart- A 30.0%, 20.0~ 15.0%, 10.0% 5.0% 0.0% -5 5yrs- 18-24 25-44 45-54 55-64 65+ 17 r: county of Albemarle I National Population Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 2 County of Albemarle Community Recreational Facilities Needs Assessment Study The demographic makeup of the County of Albemarle, when compared to the characteristics of the national population, indicates that there is a larger middle aged adult and senior population and a slightly smaller youth, young adult and adult population. When the characteristics of the City of Charlottesville are compared there are radical differences with a much smaller youth, adult, and senior population and a much higher 18-24 age group. These traits reflect the presence of the University of Virginia and their approximate 18,000 students. Population Distribution Comparison by Age: Utilizing census information from County of Albemarle, the following comparisons are possible. County of Albemarle - from census information and ESRI. Table- B i~'~ 2000~pop~ ,i'' 2003:Pop~' .2008 Pop. % :Change -5 5,220 5,241 5,524 +5.8% 5-17 15,659 15,812 16,379 +4.6% 18-24 6,146 7,106 8,625 +40.3% 25-44 26,013 25,494 24,907 -4.3% 45-54 12;796 14,213 15,894 +24.2% 55-64 7,745 9,238 12,017 +55.2% 65+ 10,607 11,726 13,568 +27.9% Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 3 County of Albemarle Commtmity Recreational Facilities Needs Assessment Study Chart- B 30,000- 25,000. 20,000. 15,000. 10,000. 5,000. 0 -5 5yrs-17 18-24 25.44 45-54 55-64 65+ Table-B looks at the growth or decline in age group numbers from the 2000 census until the year 2008. It is projected that in all age groups there will be a significant increase in population with the exception of the 25-44 category that will show a slight decline. The greatest growth is projected to occur in the 55-64, 18-24, and 65+ age categories. However, it must be remembered that the population of the United States as a whole is aging and it is common to find negative growth numbers in the younger age groups and net gains nearing 20% in the 45 plus age groupings in communities with more stable population bases. With this in mind the projections for Albemarle are especially strong in the young adult and youth categories. Again the presence of the University of Virginia may explain the anticipated large jump in the college age category. Once again the statistics for the City of Charlottesville were reviewed and there are a number of differences. The population has a whole in the city is only expected to grow slightly in the next five years and most of the age categories are actually projecting a decline (-5, 5-17, 25-44, and 65+). The only age categories expecting an increase are in the college student age group and the middle aged adult. Except for the 18-24 age category this scenario more closely mirrors the national numbers. Next, the median age and household income levels are compared with the national numbers. Both of these factors are primary determiners of participation in sports and recreation activities (see Table-C). The lower the median age the higher the participation rates are for most activities. The level of participation also increases as the income level goes up. Ballard*King and AssoCiates w/th Leisure Vision and Hughes Group Arch. 4 County of Albemarle Community Recreational Facilities Needs Assessment Study Median Age: 2000 Census 2003 Est. 2008 Proj. County of Albemarle 37.3 38.6 40.4 City of Charlottesville 25.7 25.5 25.0 Nationally 35.3 36.0 37.1 Chart- C · Albemarle · Charlottesville [] Nationally 2000 2003 2008 While the median age is close to the national numbers in the county, the city due to the number of university students is well below the national median age. Median Household Income: 2000 Census 2003 Est. 2008 Proj. County of Albemarle City of Charlottesville Nationally $50,792 $58,862 $72,847 $31,002 $35,100 $42,238 $42,164 $46,615 $54,319 Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 5 County of Albemarle Community Recreational Facilities Needs Assessment Study Chart- D $80,000.00 ~ . :. $70,000.00 ' '..' $60,000.00 . $50,000.00 $40,000.00 $30,000.00 $2O,OOO.OO $10,oo0.00 $o.oo 2000 2003 2008 ·Albemarle · Charlottesville [] Nationally The median household income level must be balanced against the cost of living for the area to determine possible discretionary income available for recreation purposes. With the income levels for the county significantly above the national levels and despite the relatively high cost of living (compared to other areas of the United States) there is still a potential for a reasonably high level of discretionary income for recreation purposes. The city has a considerably lower median household income level but this is due to presence of the large UVA student population. Ethnicity: County of Albemarle- 2000 Census- 84,186 Table- C ~ce' p op. ~/o of ~Tot. White 70,379 83.6% Black/African Amer. 8,166 9.7% Asian 2,441 2.9% Hispanic/Latino 2,189 2.6% Amer. Indian/Alaska 168 .2% Other 1,010 1.2% Note: Totals above do not equal 100% as some individuals are in more than one race category. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 6 County of Albemarle Community Recreational Facilities Needs Assessment Study Urban vs. Rural: There is a noticeable division in the county between the more developed portion of the county (around the City of Charlottesville and areas extending north and west) and the balance which is more rural. County of Albemarle- Changes in urban and rural population (2000 figures are based on a total population estimate of 81,242) Table- D !ear,, ' Dev. Area~ RUral,~ea Total 1990 28,032 38,943 66,975 1993 30,834 37,443 68,277 1994 32,714 37,443 71,052 1996 33,063 41,109 74,172 1997 34,220 42,187 76,407 1998 35,273 42,310 77,583 1999 36,400 42,769 79,169 2000 37,625 43,617 81,242 This table indicates that in the year 2000 almost 54% of the county's population is located in the rural areas of the county (note these figures do not match up with the overall projections for total population in the county as they were taken from different sources). Other demographic characteristics for the urban region of the county were also compared with the more rural areas. Key findings include: Ethnicity: The urban areas of the county have a higher percentage of minorities than the more rural areas. The more rural southern portion of the county is the most ethnically diverse while the northwest area is the least. Age Distribution: With the influence of the University of Virginia, the urban areas of the county have a higher percentage of the population in the young adult (18-24) and adult (25-44) age categories and a lower middle aged (45-64) population. Within the rural areas of the county there are larger youth numbers (5-17) and middle aged residents with lower young adult and adult numbers. When specific rural areas are analyzed there is general uniformity across all regions with very little variance. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 7 County of Albemarle Community Recreational Facilities Needs Assessment Study Median Household Income: The urban area has a significantly lower median household income than the rural areas of the county. Again the influence of the University of Virginia is probably at least partially responsible for this fact. Further breakdown of the rural areas indicates that the northwest area has the highest income while the southern portion has the lowest. Demographic Summary: The population level of the County of Albemarle is expected to show strong growth during the 2000's. · The population density is medium to low. · The median age is slightly above the national numbers. · Household size is-slightly higher than the national average. · Median household income is significantly higher than the national levels. · The predominate race is White with Blacks, Asians and Hispanics making up the balance. The demographics for the City of Charlottesville are somewhat different from the county with relatively slow growth, a younger median age, and lower median household income level. However the presence of the University of Virginia explains these factors. · The urban areas of the county have a younger more ethnically diverse population with lower incomes when compared to the rural regions. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 8 County of Albemarle Community Recreational Facilities Needs Assessment Study Section II - Recreation Activities Participation It is beneficial to examine rates of participation in a variety of sports, recreation and cultural arts activities to determine the relative strength of the market for certain recreation activities. Each year, the National Sporting Goods Association (NSGA) conducts a rather in depth study of how Americans spend their leisure time and this information has been utilized to determine possible participation numbers. In addition a study that was commissioned by the National Endowment for the Arts (NEA) in 1997 was also referenced to determine possible participation levels in a variety of cultural arts activities. While not as comprehensive as the NSGA study the NEA information is still of value in the planning process. Comparison With National Statistics: Utilizing information from the National Sporting Goods Association and comparing them with the demographics from the County of Albemarle the following participation projections can be made (statistics were compared based on age, household income, regional population and national population). Participation Estimates - County of Albemarle from the National Sporting Goods Association (based on 2003 population estimates) for sports activities. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 9 County of Albemarle Community Recreational Facilities Needs Assessment Study Table- E ·-~ : Nation Aerobics 9.9% 9.4% 9.8% 9.7% 9.7% Baseball 7.4% 5.6% 4.8% 5.9% 5.9% Basketball 11.9% 10.6% 10.7% 11.2% 11.1% Bike Riding 17.5% 15.1% 14.1% 15.5% 15.6% Canoeing 3.2% 2.6% 2.9% 2.7% 2.9% Exer/equip 19.9% 16.9% 16.7% 17.1% 17.7% Exer. Walk 30.0% 28.7% 29.8% 28.3% 29.2% Figure Skating 2.9% 2.0% 1.6% 2.1% 2.2% Fishing 18.5% 15.3% 12.6% 15.6% 15.5% Football 4.0% 3.2% 3.1% 3.4% 3.4% Ice Hockey 1.0% .8% .3% .9% .8% Martial Arts 2.3% 1.9% 1.8% 2.0% 2.0% Mtn. Biking 2.4% 2.4% 2.2% 2.5% 2.4% Racquetball .9% 1.3% 1.2% 1.3% 1.2% Roller Hockey 1.2% .9% .5% .9% .9% Running/jog 10.1% 9.3% 9.9% 9.8% 9.8% Skateboarding 4.5% 3.6% 3.5% 3.8% 3.9% Soccer 6.8% 5.2% 4.8% 5.5% 5.6% Softball 6.9% 5.0% 3.9% 5.3% 5.3% Swimming 25.7% 21.3% 22.8% 21.8% 22.9% Tennis 4.5 % 4.2% 5.2% 4.3 % 4.6% Volleyball 5.0% 4.5% 3.9% 4.8% 4.6% Workout Club 11.5% 10.3% 11.0% 10.5% 10.8% Income- Participation based on the 2003 estimated median household income in the county. Age (avg.)- Participation based on averaging participation by different age groups in the county. Region- Participation based on regional statistics (South Atlantic, U.S.). Nation- Participation based on national statistics. Average- Participation based on the average of the other four categories. When looking at participation rates in various recreation activities, the National Sporting Goods Association uses four different determiners for their percentages. Utilizing the average of these four categories takes into consideration each of the factors that can influence participation rates. Anticipated Participation Numbers by Activity: Utilizing the average percentage from Table- E above plus the 2000 census information and census estimates for 2003 and 2008 (over age 5). Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 10 County of Albemarle Community Recreational Facilities Needs Assessment Study Table- F Average Aerobics 9.7% Baseball 5.9% Basketball 11.1% Bike Riding 15.6% Canoeing 2.9% Exer/equip 17.7% Exer. Walk 29.2% Figure Skating 2.2% Fishing 15.5% Football 3.4% Ice Hockey .8% Martial Arts 2.0% Mtn. Biking 2.4% Racquetball 1.2% Roller Hockey .9% Running/Jog 9.8% Skateboarding 3.9% Soccer 5.6% Softball 5.3% Swimming 22.9% Tennis 4.6% Volleyball 4.6% Workout Club 10.8% 2000 Part. 2003 Part. 2008 Part. Difference 7,660 8,108 8,865 1,205 4,659 4,932 5,392 733 8,765 9,278 10,144 1,379 12,319 13,040 14,257 1,938 2,290 2,424 2,650 360 13,977 14,795 16,176 2,199 23,058 24,408 26,686 3,628 1,737 1,839 2,011 274 12,240 12,956 14,166 1,926 2,685 2,842 3,107 422 632 669 731 99 1,579 1,672 1,828 249 1,895 2,006 2,193 298 948 1,003 1,097 149 711 752 823 112 7,739 8,192 8,956 1,217 3,080 3,260 3,564 484 4,422 4,681 5,118 696 4,185 4,430 4,844 659 18,083 19,142 20,929 2,846 3,632 3,845 4,204 572 3,632 3,845 4,204 572 8,528 9,028 9,870 1,342 Note: The estimated participation numbers indicated above are for each of the sports listed and do not necessarily translate into expected attendance figures at any Albemarle recreation facility since many participants utilize other facilities for these activities and may participate in more than one activity at a time. However, these figures do indicate the total number of people participating in various sports activities within the county. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 11 County of Albemarle Community Recreational Facilities Needs Assessment Study Summary of Sports Participation: The following chart summarizes participation in various sports and leisure activities utilizing information from the 2001 National Sporting Goods Association survey. Table- G- National Exer. Walk 1 29.2% 45 - 54 Swimming 2 22.9% 7 - 11 Fishing 4 15.5% 7 - 11 Exer/equip 5 17.7% 25 - 34 Bike Riding 7 15.6% 7 - 11 Basketball 9 11.1% 12 - 17 Workout Club* N/A 10.8% 18 - 24 Running/jog 12 9.8% 12- 17 Aerobics 13 9.7% 25 - 34 Baseball 20 5.9% 7 - 11 Soccer 23 5.6% 7 - 11 Softball 24 5.3% 7 - 11 Volleyball 26 4.6% 12- 17 Tennis 28 4.6% 12- 17 Skateboarding 29 3.9% 7 - 11 Football 32 3.4% 12 - 17 Canoeing 36 2.9% 12- 17 Mtn. Biking 37 2.4% 12 - 17 Figure Skating 43 2.2% 7 - 11 Martial Arts 45 2.0% 7 - 11 Racquetball 53 1.2% 18 - 24 Roller Hockey 59 .9% 7 - 11 Ice Hockey 60 .8% 12 - 17 Rank - Popularity of sport based on national survey. % Part. - Percent of population that would participate in this sport based on average percentage in Table E above. Age Group - The age group with the highest level of participation based on national survey. * If Workout at Club were ranked it would be in the 11th spot. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 12 County of Albemarle Community Recreational Facilities Needs Assessment Study Comparison of State Statistics with National Statistics: Utilizing information from the National Sporting Goods Association, the following charts illustrate thc participation numbers in selected sports in the state o£Virginia. Virginia participation numbers in selected sports - As reported by the National Sporting Goods Association in 2001. Table- H- Virginia (in thousands) Exer. Walking 2088 45-54 35-44 Swimming 1442 7-11 35 -44 Exer. w/Equipment 1217 25-34 35-44 Fishing 970 7-11 35-44 Bike Riding 785 7-11 7-11 Running/Jogging 705 12-17 25-34 Aerobics 698 25 -34 25-34 Basketball 641 12-17 12-17 Workout at Club 607 18-24 25-34 Tennis 567 12-17 25-34 Soccer 477 7-11 7-11 Skateboarding 410 7-11 7-11 Baseball 352 7-11 7-11 Volleyball 334 12-17 12-17 Football 296 12-17 12-17 Softball 260 7-11 25-34 Figure Skating 90 7-11 7-11 Participation - The number of people (/n thousands) in Virginia who participated more than once in the activity in 2001 and were at least 7 years of age. Age Group - The age group in which the sport is most popular. The age group where the highest percentage of the age span participates in the activity. Example: The highest percent of an age group that participates in exercise walking is 45-54. This is a national statistic. Largest # - The age group with the highest number of participants. Example: The greatest number of exercise walkers is in the 3544 age group. Note: This statistic is driven more by the sheer number of people in the age group than by the popularity of the sport in the age span. This is a national statistic. When comparing these statistics to the national numbers in Table-G, there are considerable differences in the ranking of sports. Fishing, basketball, workout at club, baseball, and softball are less popular and tennis and skateboarding are higher in popularity in the state of Virginia. There are only state statistics for a limited number of activities, so statistics are not readily available for all sports listed in Table-F. Another method to measure sports participation statistics compares the percentage of the national population from the state with the percentage of national participation in a variety of sports. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 13 County of Albemarle Community Recreational Facilities Needs Assessment Study Virginia sports percentage of participation compared with the population percentage of the United States - Virginia's population represents 2.7% of the population of the United States (based on 2000 census statistics). Table- I- Virginia Tennis 5.2 Skateboarding 4.3 Soccer 3.4 Football 3.4 Running/Jogging 2.9 Aerobics 2.9 Exer. Walking 2.9 Exer. w/Eqnipment 2.8 Volleyball 2.8 Swimming 2.6 Fishing 2.5 Baseball 2.4 Basketball 2.3 Workout at Club 2.3 Bike Riding 2.0 Softball 2.0 Figure Skating 1.7 Note: Sport participant percentages refer to the total percent of the national population that participates in a sport that comes fi.om the state of Virginia. It is significant that in nine of the seventeen sports the percentage of participation is at or above the percentage of the national population. This is a relatively average rate of participation. Recreation Activity and Facility Trends: There continues to be very strong growth in the number of people participating in recreation and leisure activities. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 14 County of Albemarle Community Recreational Facilities Needs Assessment Study Below are listed a number of sports activities that could be served in parks and recreation facilities and the percentage of growth or decline that each has experienced nationally over the last 10 years (1991-2001). Table- J- National Roller Hockey 1.5 2.2 +47% Soccer 10.0 13.9 +39% Mtn. Biking 4.6 6.3 +37% Ice Hockey 1.8 2.2 +22% Skateboarding 8.0 9.6 +20% Exercising w/Equip. 39.3 43.0 +10% Running/Jogging 22.5 24.5 +9% Basketball 26.2 28.1 +7% Exercise Walking 69.6 71.2 +2% Aerobic Exercising 25.9 24.3 -6% Fishing 47.0 44.4 -6% Baseball 16.5 14.9 - 10% Swimming 66.2 54.8 - 17% Canoeing 8.7 6.8 -22% Bike Riding 54.0 39.0 -28% Fig. Skating 7.9 5.3 -33% Softball 19.6 13.2 -33% Tennis 16.7 10.9 -35% Racquetball 6.3 3.4 -46% Volleyball 22.6 12.0 -47% 1991 Participation - The number of participants per year in the activity (in millions) in the United States. 2001 Participation - The number of participants per year in the activity (in rrdllions) in the United States. Percent Change - The percent change in the level of participation fi:om 1991 to 2001. Non-Sports Participation Statistics: It is recognized that most parks and recreation agencies focus on more than.just sports oriented facilities. Participation in a wide variety of passive activities and cultural pursuits is common and essential to a well-rounded center. While there is not the breadth of information available for participation in these types of activities as compared to sports endeavors, there are statistics that can be utilized to help determine the market for cultural arts activities and events. Beginning in 1982 and at selected intervals there after the National Endowment for the Arts has sponsored the "Survey of Public Participation in the Arts" to determine the extent to which Americans participate in the arts. Information extracted from the 1997 survey indicates the following. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 15 County of Albemarle Community Recreational Facilities Needs Assessment Study Personal Participation in the Arts Individuals who had personally performed or created works in cultural arts activities in 1997 (at least once). Table- K- National # of AdUlts Jazz 2.2% 4.3 Classical Music 1.1% 2.2 Opera 1.8% 3.5 Musical Play 7.7% 15.1 Play 2.7% N/A Ballet .5% 1.0 Other Dance 12.6% 24.6 Drawing/Painting 15.9% 31.1 Writing 12.1% 23.7 Photography 16.9% 32.6 Pottery 15.1% 29.5 Weaving 27.6% 54.0 % of Adults - the percentage of adults (18 years and older) in the U.S. who participated in the activity at least once during 1997. # of Adults - the number of adults (in rrdllions) in the U.S. who participated in the activity at least once during 1997. These statistics indicate a strong number of individuals who personally participate in certain cultural arts activities. The different activity classifications are very broad and include a variety of specific events. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 16 County of Albemarle Community Recreational Facilities Needs Assessment Study Participation in Arts Classes or Lessons Individuals who participated in arts classes and lessons in 1997 (at least once). Table- L- National ',-Xcti~ty ~' :~ %6f~Individuals Music 26.5% 45.9% 34.9% 19.2% Art 28.2% 74.3% 12.6% 13.0% Acting 26.8% 77.0% 13.3% 9.7% Ballet 21.5% 7.0% 89.3% 3.7% Other Dance 20.0% 23.0% 70.8% 6.3% Creative Writing 33.6% 88.9% 4.1% 7.0% Art Appreciation 22.1% 86.8% 7.4% 5.9% Music Appreciation 22.7% 87.5% 7.6% 4.9% % of Individuals - the percentage of individuals (of any age) in the U.S. who took lessons in the activity at least once during 1997. Less./Sch. - the percentage of those individuals in the U.S. who took lessons in the activity at school during 1997. Less./Other - the percentage of those individuals in the U.S. who took lessons in the activity at a location other than a school during 1997. Both - the percentage of those individuals in the U.S. who took lessons in the activity at both a school and other location during 1997. This table indicates the percentage of people who took lessons in a variety of activities during 1997 and where these lessons were taken. While the statistics in both tables K and L indicate strong rates of participation in cultural arts activities, a direct comparison between these numbers and the sports activities listed earlier is difficult. The sports statistics are based on individuals who participated more than once in the activity while the cultural arts figures include even one time participation numbers. In an attempt to develop a more direct comparison between the rates of participation in various leisure activities, the NEA survey ranked the following activities. Ballard*King and Associates w/th Leisure Vision and Hughes Group Arch. 17 County of Albemarle Community Recreational Facilities Needs Assessment Study Rates of Participation in Leisure Activities in 1997: Table- M- National Activity Percentages Watched TV 96.0% Exercised 75.7% Arts Activity 66.6% Home Improvements 65.9% Went to Movies 65.5% Gardening 65.4% Theme Park 57.0% Played a Sport 44.9% Camped/Hiked/Canoe 44.3% Attend Perform. Arts 42.2% Attend Sport Event 41.2% Percentages - refers to the percemage of the U.S. population that participated in the activity (at least once) in 1997. Chart E- National 100%- 90%- 80%- 70%- 60%- 50%- 40%- 30%- 20%- 10%- 0% uJ L~ [M Percentage J Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 18 County of Albemarle Community Recreational Facilities Needs Assessment Study In relationship to sports participation and other leisure activities, participation in cultural arts is very high. More individuals participated in arts activities than went to a movie or played a sport. In addition, more individuals attended a performing arts activity than went to a sports event. Conclusion: There are a variety of sports and cultural arts activities that have a reasonably high rate of participation within the county. The rate of participation in most sports activities in Virginia is about average when compared with the rest of the country. Cultural arts participation is strong and in most cases is equal to or even higher than sports participation. Within most communities and counties these rates of participation translate into 20% to 30% of the population utilizing public recreatiOn facilities and services on somewhat of a regular basis with up to 50% being involved in recreation on an at least occasional basis. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 19 County of Albemarle Community Recreational Facilities Needs Assessment Study Section IH - County of Albemarle Parks and Recreation Assessment The County of Albemarle has been faced with the challenges of transitioning from a more rural county to one that is growing very quickly and changing (at least in certain areas) to a more developed and even urban environment. This situation has been felt by the parks and recreation department in their efforts to provide services to an ever changing clientele. Existing Facilities Listing: The following is a listing of all of the county owned and partnership developed parks, natural areas, river access, community centers and greenways. County Parks Beaver Creek Chris Greene Mint Springs Totier Walnut Creek Whitewood Simpson Lane Baseball Field (219 acres, 104 water) (239 acres, 53 water) (520 acres, 8 water) (209 acres, 69 water) (525 acres, 45 water) (25 acres) (13 acres) (3 acres) Undeveloped County Lands Keene Property Polo Grounds Property Preddy Creek Property S. Fork Rivanna Reservoir (169 acres) (27 acres) (571 acres) (5 acres) County/City Parks Darden Towe (113 acres) Ivy Creek Natural Area (215 acres) Piedmont Virginia C.C. Softball Field Restrictive Covenant Partnerships Claudius Crozet Don-ier (22 acres) (2 acres) Community Centers Greenwood Community Center Meadows Community Center Scottsville Community Center (18 acres) (1 acre) (3 acres) County Maintained River Access Sites James River - Howardsville Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 20 County of Albemarle Community Recreational Facilities Needs Assessment Study Hatton Ferry Warren Scottsville Rivanna River - Milton Towe County Greenway Property Riverbend River Run Crozet Park (22.7 acres) (2.8 acres) (2.2 acres) Other Stony Point Ruritan Partnership Sugar Hollow Reservoir Property Ragged Mountain Reservoir Property & Trail Waldorf School Total County Park Facilities: Below is an accounting of the major parks amenities that are part of the park resources listed above. County Amenities Swimming Beaches Boat Ramps (lakes) River Access Accessible Fishing Pier Number 3 4 6 Picnic Shelters 12 Tot Lots 9 Swimming Pools 1 Baseball Fields (60') 8 Adult Softball Fields 5 T-Ball Fields Other Multipurpose Fields - Full Multipurpose Fields - Jr. 2 lighted 1 Baseball Fields (90') 3 1 lighted 5 3 Outdoor Basketball Courts 5 Tennis Courts 8 Gynmasiums 1 5,000 sq.ft. Skating Rink/Dance Floor 1 28.5 Trail Miles Spray Ground Dog Park Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 21 County of Albemarle Community Recreational Facilities Needs Assessment Study In addition to the county parks system and those parks that have been developed with other entities the county schools also provide a significant number of indoor and outdoor recreation amenities that are available for use by residents of the area. Summer Park Attendance - The following is the paid attendance at the three parks that charge for admittance to the beaches during the summer months. County Park 2000 2001 2002 Chris Greene 15,992 14,583 16,020 Mint Springs 11,025 13,285 8,906 Walnut Creek 14,174 17,020 ~ 18,383 Total 41,191 44,888 43,309 Community Recreation Facilities on County School Grounds: The following school facilities have amenities that are available for public recreation use and support the overall neighborhood concept of providing community services. School Acres 60' Full Jr. Gyms Tot BB Track 90' Tennis Base Multi Multi Lots Cts Base Courts Ag-nor-Hurt 19.5 1 I1 0 1 3 2 0 0 0 Albemarle 11.5 0 3 0 2 0 1 1 1 8 Baker/Butler 52.5 1 I1 1 1 2 1 0 0 0 Broadus 11.4 1 1 0 1 2 1 0 0 0 Wood Brownsville 12.5 1 0 1 1 2 1 0 1 0 Burley 15.3 0 1 0 1 0 1 0 1 0 Cale 16 1 1 0 1 2 1 0 0 0 Crozet 21.1 1 0 1 1 2 1 0 0 0 Greer 8 1 0 1 1 3 2 0 0 0 Henley 50 0 12 0 i !0 2 0 0 0 Hollymead 25 2 1 1 1 2 1 0 '0 0 Jack Jouett 40 2 2 0 1 0 1 0 0 2 M. Lewis 17.6 1 1 0 1 2 1 1 0 0 Monticello 107 1 3 3 1 0 0 1 1 8 Murray 20 1 0 1 1 2 2 0 0 0 Red Hill 11 0 1 0 1 2 1 0 0 0 Scottsville 15 1 0 1 1 2 1 0 0 0 Stone 21 1 1 0 1 3 1 0 ! 0 0 Robinson Stony Point 11.6 1 0 1 1 2 1 0 0 0 Sutherland 16 0 0 1 1 0 1 0 1 2 Walton 50 0 1 1 1 0 1 1 1 2 W. Albemarle 75 2 4 0 2 0 0 1 I 0 6 Woodbrook 12 1 0 1 1 3 1 0 0 0 Yancey 7.2 0 1 0 1 2 1 0 0 0 Totals 749.7 20 25 14 26 136 26 5 6 28 Acres - represents the total number of acres in the school complex. 60' Base - number of 60' (base distance) baseball/softball fields. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 22 County of Albemarle Community Recreational Facilities Needs Assessment Study Full Multi number of full sized multipurpose fields (for soccer, football, etc.) Jr. Multi - number of junior sized multipurpose fields (soccer, football, etc.) Gyms - number of school gyms. Tot Lots - number of outdoor tot playgrounds. BB Cts. - number of outdoor basketball courts. Track- number of outdoor tracks (440 or 400 meter tracks). 90' Base -number of 90' (base distance) baseball fields. Tennis Courts - number of outdoor tennis courts. Recreation Program Participation: Below are listed rates of participation and the growth for the last 3 to 5 years in a number of different program categories. Field Sport Participation Sport 1997 2002 Soccer 3,383 3,940 Adult Baseball Jr. League Baseball Little League Baseball 238 243 178 315 1,773 1,740 Girl's Softball 225 230 Lacrosse 850 Football 500 Rugby 20 Ultimate Frisbee 0 7,232 Total 900 826 25 100 8,254 All of the field sports participation is by outside organizations using county facilities. This represents a 14.1% growth in sports field participation in the last five years. Parks and Recreation Program Participation Activity 2000 2001 2002 Middle Sch. Sports 447 546 678 Fee Based Programs 1,995 2,001 2,985 Adult Basketball 195 165 180 Summer Playgrounds 679 731 678 Total 3,316 3,443 4,521 Parks and recreation programs have grown by over 36% in the last two years. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 23 County of Albemarle Community Recreational Facilities Needs Assessment Study Co-sponsored Parks and Recreation Program Participation Activity 2000 2001 2002 City Softball N/A 5,164 4,885 City Volleyball N/A 1,939 1,545 Mclntire Skate Park N/A 14,672 8,128 Pepsi Mobile Tennis N/A 545 564 Youth Basketball N/A 1,800 2,268 City Therapeutic Rec. 624 756 818 Total 624 24,876 18,208 Most of the cosponsored programs are with the City of Charlottesville. While there has been a substantial decline in participation in this area, the vast majority of the loss is attributable to the Mclntire Skate Park. Albemarle Parks and Recreation Strengths and Weaknesses Analysis: The following is a basic strengths, weakness, and opportunities analysis for the Albemarle County Parks and Recreation. Strengths - · Approximately 2,400 acres in the parks system with many of the acres still undeveloped. · Have established collaborative agreements with many other providers and organizations to maximize overall county resources. o City o£ Charlottesville o Albemarle County Schools o Various sports groups o Piedmont Virginia Community College o Developers · Most of the park facilities inventory is well maintained and has a higher overall level of maintenance than most other providers in the area. · There are three outstanding beaches in the park system. · Overall level of customer service appears to be strong. · In most all areas, use of county parks and participation in recreation services has seen a substantial increase over the last three to five years. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 24 County of Albemarle Community Recreational Facilities Needs Assessment Study Weaknesses - · An overall lack of identity within the county. · Need to move the focus of recreation services from youth to a broader cross section of the population. · Very low to no fees for facility use by groups or individuals. · The overall county planning and zoning process makes the addition of new parks and facilities more difficult. Established growth areas for the county that impacts the possible location of future park development. c) A Dark Sky ordinance that limits (or virtually eliminates) lighted athletic fields. o A commitment to the neighborhood concept that may limit the development of more county wide based facilities as well as place some restrictions on the effectiveness of even neighborhood based recreation. · A general lack of trail systems and bike paths especially those that connect with established parks and other county areas. · No large regional (within the county) outdoor athletic complex. · Only small community centers for indoor facilities with no comprehensive recreation center and no indoor aquatics facilities. · Very limited recreation programs and services. · Overall lack of basic park development standards especially on the local level. · There is a perception that the City of Charlottesville has had to carry the recreation needs of the county in the past. · A need to develop a regional approach to providing parks maintenance. Opportunities - · Continuing and enhancing partnerships with the City of Charlottesville and the school system. · Develop new partnerships with organizations such as: o Hospitals o YMCA and other non-profits Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 25 County of Albemarle Community Recreational Facilities Needs Assessment Study Sports leagues · Working with developers to encourage park development guidelines within new neighborhoods and communities. The overall parks system will need to continue to expand and can be modified to fit within basic master planning guidelines. The Albemarle County Community Facilities Plan 1990-2000 defines basic levels of service, parks standards and the need for the county to develop indoor recreation facilities. · An opportunity to coordinate and prioritize park and recreation resources on a county wide basis with other providers and user groups. The "Stepping Stones" study (an annual report on the well being of children and families in the Charlottesville/Albemarle Community) identifies the critical role that parks and recreation services has in shaping children and families. · A commitment to the neighborhood concept that will promote school sites as recreation facilities. · A continued increase in park usage and recreation program participation provides a potentially broader base of support for additional facilities and services. Threats - · Limited funding to both develop and maintain parks and recreation resources. · A very large county that has distinct rural and urban areas with different needs and expectations. · A wide variety of user groups to serve and often with several organizations in the same interest area. · Working within the limiting policies of the- Dark Sky ordinance Neighborhood concept Limited development zones · A wide variety of organizations providing parks and recreation services with limited coordination between all groups. · Strong growth in overall field sport participation (over 14% in the last five years), has placed continued pressure on the number of fields available. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 26 County of Albemarle Community Recreational Facilities Needs Assessment Study · Changing the girl's high school basketball season to winter will place an increasing burden on already limited gymnasium space. · Lack of formalized agreements with user groups of county facilities. Transportation for youth and seniors remains a key to encouraging further growth in participation for these age groups. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 27 County of Albemarle Community Recreational Facilities Needs Assessment Study Section IV- Other Parks and Recreation Service Providers Assessment In addition to the County of Albemarle there are also a large number of other providers in the county that are providing some form of parks and recreation services. City of Charlottesville - Has an extensive parks and recreation system along more traditional hnes. The department also offers a full slate of recreation programs and services. Parks McIntire Greenbrier Greenleaf Northeast Washington Tonsler Pen Rothwell Meade Riverview Fifeville Belmont Forest Hills Rives Quarry Jordan Azalea Piedmont Recreation Centers- 9 centers (small neighborhood centers) Downtown Recreation Center- Armory- recently renOvated Tonsler Park Carver Center Crowe Center Forest Hills Center Garrett Square Center South First Street Washington Park Center Westhaven Center Aquatic Centers- 2 indoor and 2 outdoor, indoor are conventional indoor 6 lane x 25 yard pools Indoor Crowe Smith Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 28 County of Albemarle Community Recreational Facilities Needs Assessment Study Outdoor Washington Park Onesty Pool Wading Pools Forest Hills Mclntire Skateboard Park- fenced and supervised area Golf Courses Mclntire Meadowcreek Other Ragged Mountain. Reservoir Property Sugar Hollow Reservoir Property Albemarle County Schools - Have a large number of education and sports facilities (indoor and outdoor) that are available for community use as recreation facilities. Beyond the county's parks this is the primary location for recreation activities in the county. YMCA - Does not have a facility but has done several studies for a possible center. Hope to have full-service center in the next five years. They currently run a number of programs including the youth basketball and soccer program and a swim team in the city's pools. University of Virginia - Has four centers on campus plus a large number of fields. There is very little utilization by the general public and the university does not market to non-affiliated individuals or groups. Most all use is by students, faculty and staff but alumni do not have access to facilities. They do have a strong summer camp program. Boy's & Girl's Club - Does not currently have a facility of their own (utilizing space upstairs in the Smith Pool building) but are planning to build a 20,000 sq.ft, center next to Smith pool. This would free up space for use by the city as a fitness center. They run a teen center downtown as well as a small facility at the Southwood mobile home park. One of their primary sports programs is a travel league youth soccer league. ACAC - The Atlantic Coast Athletic Club is the major private health club in the greater Charlottesville area. They have two facilities including the main facility north of town that includes three aerobic studios, track, three pools, gym, large weight/CV area and a food service/pro-shop area. The other is a much smaller fitness oriented facility downtown. Due to there presence in the community, the ACAC also provides facilities for general community use including local swim teams and other groups. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 29 County of Albemarle Community Recreational Facilities Needs Assessment Study Churches - A significant number of churches have modest recreation facilities including gyms and other multi-purpose spaces. Use is often restricted to church activities with limited use by outside groups or the general public. As an example, the Covenant Church has a gym. Soccer Organization Charlottesville-Albemarle (SOCA) - Owns and operates the South Fork Soccer Park that has five fields plus concessions building. Senior Center Inc. - This non-profit senior organization operates a large senior center in the northern Charlottesville area. This facility has three multi-purpose rooms, library, travel office, gift shop, kitchen, crafts room, dance room, meeting rooms and computer room. The center does rent out its rooms to other users. Jefferson Area Board for Aging Senior Centers (JABA) - This senior organization provides services in a five county area (have four small centers in Albemarle County). They operate eleven centers and provide adult day care services along with other senior services. Martha Jefferson Hospital - The hospital currently provides cardiac and pulmonary rehabilitation services and has partnered with the ACAC at their facility for many of these services at their facility. The hospital is building a new outpatient care building at the new hospital site and will consolidate their rehabilitation services at this location and leave the ACAC. Piedmont Community College - Has two softball fields (the county paid for the lighting of these fields in exchange for second priority of use), a large multipurpose field area, four tennis courts, a cross country trail, a performing arts center and a small weight room. The college also works closely with the city and exchanges field use for gym use. They have no plans to build any new facilities in the coming years but would be interested in partnering to develop an indoor facility on their campus. Albemarle Community Education - Albemarle County Public Schools offer a variety of community education classes at their school facilities. Programs include arts & crafts, cooking, music, computers, recreation, gardening, safety, personal growth and financial. Independence Resource Center - This non-profit group for the disabled runs a wheel chair basketball team but currently does not have a recreation facility of their own. They have plans to eventually build a facihty. Monticello - Included on the grounds of Thomas Jefferson's home is the 89 acre Kemper Park which was designed for recreational uses such as walking, jogging, biking, and bird watching. Also included in the park is a one mile segment of the Saunders-MontiCello Trail which is open to pedestrians, cyclists, and those in wheelchairs. Other - Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 30 County of Albemarle Community Recreational Facilities Needs Assessment Study Fairview Pool - A private membership outdoor pool (6 lane 25 yard pool) with a bubble that was purchased by the Virginia Gators swim team. There is community use and the Western Albemarle High School swim team practices there. Stony Point Ruritan - a private park that includes a baseball and soccer field. Panorama Farms Park- a private mountain biking park. MACAA Gym - The Monticello Area Community Action Agency operates the old YMCA and their gym is utilized for activities such as indoor soccer. Cove Creek Park- a private sports complex with softball and baseball fields. Conclusion: The relatively large number of other parks and recreation providers in the county is an indication of the fact that the demand for such services is very large and diverse requiring a variety of facilities and programs. Even with these other providers, the City of Charlottesville and the County of Albemarle's parks and recreation department (along with the school's facilities) are the primary providers of outdoor parks and recreation facilities. In many cases the other providers are utilizing public facilities due to a lack of their own. When indoor facilities are analyzed it is apparent that the county has very limited indoor facilities and the city, despite the seeming high numbers, actually has limited indoor facilities in size and magnitude. This fact places more reliance on private and non-profit providers in this area. It is significant that several key non-profit providers (the YMCA and Boy's & Girl's Club) do not have facilities of their own and must rely on other providers for locations to provide their programs and services. In addition the University of Virginia is not a factor as their frae recreation facilities are virtually not available to the public at all. To maximize overall park and recreation resources in the county, a significant number of partnering efforts have been established between providers. This has proven to be a very effective method of delivering parks and recreation services. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 31 County of Albemarle Community Recreational Facilities Needs Assessment Study Section V - Citizen Input Summary A major aspect of the recreational facilities needs assessment study was an effort to gather information from the citizens of the County of Albemarle regarding parks and recreation services and facilities. As a result several input mechanisms were utilized to ensure that a strong cross section of individuals, groups, county leaders and other providers were given the opportunity to respond. Over 20 focus group sessions were held, an open public meeting was conducted, a scientifically valid citizen's survey was administered with over 750 responses, and a user group survey was sent to 50 groups with information received from.over 25. The following is a summary of the information that was gathered from these sources. Focus Groups - Over the course of several months a wide variety of focus groups were conducted involving a number of parks and recreation user groups, other providers, special interest groups, community organizations, and county staff. The following is a l/st of the focus group sessions that were held. Charlottesville Albemarle County Convention & Visitors Bureau-Mark Shore Piedmont Virginia Community College-Steve McNerny Martha Jefferson Hospital-Ronald Cottrell Dog Owners Charlottesville/Albemarle Commission on Children & Families-Saphira Baker Jefferson Area Board for Aging-Gordon Walker University of Virginia-Mark Fletcher Boy's & Girl's Club of Charlottesville-Dave Hilliard City of Charlottesville Recreation & Leisure Services-Johnny Ellen Senior Center Inc.-Peter Thompson Independence Resource Center-Tom Vandever Atlantic Coast Athletic Club-Phil Wendel Soccer Organization Charlottesville-Albemarle (SOCA)-Bill Mueller Piedmont Family YMCA-Bob Vanderspegiel Sports Groups Soccer- 3 organizations Adult Baseball- 2 organizations Jr. Baseball- 2 organizations Little League Baseball- 7 organizations Lacrosse- 4 organizations Youth Football- 1 organization Girl's Softball- 2 organizations Adult Rugby- 1 organization Field Hockey- 1 organization Charlottesville Youth Aquatics Club Charlottesville STAR Swim Team, Inc. Virginia Gators Swim Team Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 32 County of Albemarle Community Recreational Facilities Needs Assessment Study Albemarle County Staff-Mark Graham, David Benish, John Miller, Kathy Ralston, Tex Weaver Albemarle County Executive Staff-Bob Tucker, Roxanne White, Tom Foley Albemarle County Board of Supervisors-Dennis Rooker, Sally Thomas Albemarle County Parks & Recreation Staff- Pat Mullaney, Bob Crickenberger Albemarle County Schools Staff-A1 Reaser Albemarle County Schools Athletic Directors The general findings of these focus group sessions include: · A general appreciation for what the county does in providing recreation facilities and services. Facility maintenance and operations are high quality overall. · The demand for recreation facilities and services in the county is high. There is a wide diversity of needs in many areas. · There are many unmet recreation needs and the overall lack of facilities limits participation by many organizations. There is recognition that the county is just one provider among many in the area but they are one of the primary providers. Despite the presence of other recreation facilities there are needs for additional county facilities. · The county's parks system is known for its large regional parks, natural areas and its focus on youth sports. Continued partnering with other agencies and providers is expected and strongly encouraged to maximize resources. Many organizations expressed an interest in not only continuing partnerships but expanding or starting new parmership opportunities. · There is an expectation that more comprehensive long range planning with other providers will take place to maximize public dollars. The focus of county recreation services needs to move beyond youth sports and emphasize recreation for everyone including the disabled community, seniors, at risk youth and the lower income. · Specific areas of concern (expressed most often by county staff) included: o The impact of the neighborhood concept on the future delivery of parks and recreation services and facilities. o The presence of specific development zones might limit or force new facility development to certain areas. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 33 County of Albemarle Community Recreational Facilities Needs Assessment Study How significant park and recreation developments and improvements will be funded. · With the size of the county, transportation needs to bring youth and seniors to facilities was mentioned as a major concern. · Specific facility needs included: o The need for more sports fields and especially a large sports complex with multiple fields to support tournaments and other needs. The development of a comprehensive trail system to connect various areas of the county to recreation facilities and programs. The desire for a large indoor recreation center that would include a significant aquatics facility. The need for additional aquatics and gym areas. Places for non-organized and scheduled recreation. Light existing fields to increase their utilization. The county should work with the Charlottesville Albemarle County Convention and Visitors Bureau to promote recreation special events and activities to those outside the county. Public Meeting - An open public meeting was held on Wednesday, April 16th to gather opinions from the community regarding existing Albemarle parks and recreation facilities and programs as well as future needs and levels of service. Despite a relatively small turnout (12) there were a number of e-mails and letters that were sent by individuals that could not attend the meeting. Key findings from the meeting were: · Additional partnering with other agencies and providers is necessary to expand the number of park and recreation facilities. · Transportation to recreation facilities in a large county is a primary concern. · A desire to see improved maintenance of existing facilities including the lighting of existing fields. · A method to fund additional park and recreation facilities is a maj or stumbling block to the growth of recreational opportunities in the county. · The need to work with developers to develop new park facilities. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 34 County of Albemarle Community Recreational Facilities Needs Assessment Study · Needed facilities include: Mountain biking trails. Baseball and soccer fields Gyms Trails Citizens Survey - Leisure Vision conducted a Commtmity Attitude and Interest Survey during June and July of 2003 to help establish priorities for the future development of parks and recreation facilities, programs and services within the County of Albemarle. The survey was designed to obtain statistically valid results from households throughout the county. The survey was administered by a combination of mail and phone. Leisure Vision worked extensively with Albemarle County Parks and Recreation Department officials in the development of the survey questionnaire. This work allowed the survey to be tailored to issues of strategic importance to effectively plan the future system. The goal was to obtain at least 600 completed surveys, including at leaSt 100 surveys in each of the six planning regions. This goal was far exceeded, with 762 surveys being completed, and over 100 being completed in each of the six planning regions. The results of the random sample of 762 households have a 95% level of confidence with a precision of at least +/-3.6%. The following pages summarize major survey findings: Visitation of Albemarle County Patios During the Past Year From a list of 4 Albemarle County parks, respondents were asked to indicate all of the ones that they and members of their household have visited during the past year. The following summarizes key findings: Each of the four Albemarle County parks had over 20% of respondent households indicate they have visited them during the past year, including: Walnut Creek (29%); Towe Park (29%); Chris Greene Park (24%); and Mint Springs Park (22%). It should also be noted that two-thirds (66%) of respondents households have visited at least one of the four parks. Nearly three-fourths (72%) of respondents indicated they have visited a park in Albemarle County during the past year. This includes 66% of respondents who have visited either Chris Greene, Mint Springs, Walnut Creek, or Towe Park, and 6% who have not visited one of those four parks, but have visited other parks in Albemarle County. Twenty-eight percent (28%) of respondents have not visited any parks in Albemarle County during the past year. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 35 County of Albemarle Community Recreational Facilities Needs Assessment Study Thirty-four percent (34%) of respondent households indicated they have visited Albemarle County parks other than Chris Greene, Mint Springs, Walnut Creek, or Towe Park during the past year, and the other 66% indicated they have not visited any other Albemarle County parks. Penn Park is the park visited by the highest number of respondent households (after the four parks mentioned above). Other parks visited by a high number of respondent households include McIntire and Ivy Creek. Physical Condition of Albemarle County Parks Respondent households who have visited Albemarle County Parks and Recreation Department parks during the past year were asked how they would rate the physical condition of all the parks they had visited. The following summarizes key findings: Thirty percent (30%) of respondent households rated the physical condition of all the Albemarle County parks they have visited as excellent, and an additional 59% rated them as good. In addition, 10% rated the physical condition of the parks as fair and only 1% rated them as poor. Improvements to Albemarle County Parks From a list of 15 possible improvements to Albemarle County parks, respondents were asked to indicate the three improvements they would most like to have made to the park they visit most often. Respondents who do not currently use Albemarle County parks were asked to indicate the three improvements that would encourage them to use the parks. The following summarizes key findings: Restrooms (37%) had the highest percentage of respondents rate it as one of the three improvements they would most like to have made. Other improvements that a high percentage of respondents rated as one of the three they would like to have made include: walking/biking trails (34%); shade trees (21%); drinking fountains (18%); and picnic shelters (17%). Recreational Facilities that Respondent Households Have a Need for From a list of 27 existing recreational facilities, respondents were asked to indicate which ones they and members of their household have a need for. The following summarizes key findings: · Four of the 27 recreational facilities had over half of respondent households indicate they have a need for the facility. The facilities that the highest percentage Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 36 County of Albemarle Community Recreational Facilities Needs Assessment Study of respondent households indicated they have a need for include: nature centers/natural areas (63%); paved walking/biking trails (58%); small community parks (56%); and picnic shelters/areas (54%). Q6. Percenta_ e of Respondent Households that Have a Need for Various Recreational Facilities by percentage of respondents (multiple choices could be made) Nature centers/natural areas, nature trails Paved w alking/biking trails Small corrrnunity parks Picnic shelters/areas Improved access to rivers & lakes Indoor sw ~rm'ing pools Beach area for swimming Indoor exercise & fitness facilities Large regional parks Outdoor sw irrrdng pools/water parks Playgrounds Indoor cultural arts facilities Tennis courts Off-leash dog parks Indoor gyrmas~ums Outdoor basketball/multi-use courts Mountain biking trails Soccer fields Youth baseball field w/60 ft. bases Outdoor volleyball courts Full-size baseball fields w/90 ft. bases Skateboarding, roller/in-line hockey parks Adult softball fields Football fields Lacrosse fields Ultimate frlsbee Youth softball fields Source: Leisure Vision/ETC Institute (July, 2003) .63% I 58%  56% 54% I I ~ -43%1 I I 43%! 42%1 ~.1% i 41%: : I 33%i : 131%: 26% I 26% : : ~ 24% I : I I . 23o/~ ' I " 23%1 ,, ,, /o 22%'' i ', II 12%', ,, ¢ ~ II 12%:: ' : ~l 11% i : I110% : t : I 9% " I i9% : : : : : ~ 9% , 0% 10% 20% 30% 40% 50% 60% 70% How }Fell Existing Facilities Meet Respondent Household Needs From the list of 27 existing recreational facilities, respondents were asked to indicate how well each facility meets the needs of their household. The following summarizes key fmdings: Ten of the 27 recreational facilities had at least 40% of respondents indicate that the facility completely meets the needs of their household. The facilities that had the highest percentage of respondents indicate that the facility completely meets their needs includes: large regional parks (47%); beach area for swimming (46%); soccer fields (46%); full size baseball fields with 90 ft. bases (44%); small community parks (43%); picnic shelters/areas (42%); youth baseball fields with 60 ft. bases (42%); adult softball fields (42%); playgrounds (41%); and youth softball fields (40%). It Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 37 County of Albemarle Community Recreational Facilities Needs Assessment Study should also be noted that for all 27 types of facilities, less than 50% of respondent households indicate that their needs are being completely met. Facilities Most Important to Respondents Households From the list of 27 existing recreational facilities, respondents were asked to select the four that are most important to them and members of their household. The following summarizes key findings: Nature centers/natural areas, nature trails (32%) had the highest percentage of respondents rate it as one of the four most important facilities to their household. There are three other facilities that at least 20% of respondents rated as one of the four most important, including: paved walking/biking trails (29%); small community parks (20%); and indoor swimming pools (20%). It should also be noted that nature centers/natural areas, nature trailS had the highest percentage of respondents rate it as the number one most important facility. Q7. Recreational Facilities that Are Most Important to Respondent Households by percentage of respondents (four choices could be made) Nature centers/natural areas, nature trails Paved w alking/biking trails Small community parks Indoor sw irrrring pools Picnic shelters/areas Indoor exercise & fitness facilities Irrproved access to rivers & lakes Large regional parks Outdoor sw irrrring pools/w ater parks Beach area for sw imrring Raygrounds Off-leash dog parks Indoor cultural arts facilities Tennis courts Soccer fields IVlountain biking trails Outdoor basketball/rruiti-use courts Indoor gyrmamums Youth baseball field wi60 ft. bases Full-size baseball fields wi90 ft. bases Skateboarding, rolledin-line hockey parks Adult softball fields Lacrosse fields Outdoor volleyball courts Football fields Youth softball fields Ultimate frisbee : .' ;..~ 29% .'::' :'....':: 20% · ',.. ·: ,. 20% · ..:. ::. 18% · . ........... 17.% · :.. -~ 17% ..... :'.. , 16% · ". ': 15% ~ 13% ~ 7%i ~ 6% ~ 6% ll~ 5% ~ 4% ~ 4% l~ 3% ~]l 3% [] 2% ~2% 2% I]1% 0% 10% 20% 30% 40% Ilrvlost Important 12nd Most Important rn3rd Most Important B4th Mast Important I Source: Leisure Vision/ETC h~stitute (July, 2003) Participation in Programs Offered by Albemarle County Parks & Rec. Dept. Respondents were asked if they or other members of their household have participated in Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 38 County of Albemarle Commtmity Recreational Facilities Needs Assessment Study any programs offered by the Albemarle County Parks and Recreation Department during the past 12 months. The following summarizes key findings: Twenty percent (20%) of respondent households have participated in programs offered by the Albemarle County Parks and Recreation Department during the past 12 months, and the other 80% of respondent households have not participated in programs. Quality of Albemarle County's Recreation Programs Respondent households that have participated in programs offered by the Albemarle County Parks and Recreation Department during the past year were asked to rate the quality of the programs they have participated in. The following summarizes key findings: One-third (33%) of respondent households rated the quality of programs that they have participated in as excellent, and an additional 62% rated them as good. In addition, 3% rated the programs as fair and only 1% rated them as poor. The remaining 1% indicated "don't know". Importance of Functions Performed by the Albemarle County Parks and Recreation Department From a list of 9 functions performed by the Albemarle County Parks and Recreation Department, respondents were asked to rate the importance of each one. The following sununarizes key findings: Four of the nine functions had at least two-thirds of respondents rate them as being very important. The functions that received the highest very important ratings are: operating parks and facilities that are clean/well maintained (87%); preserve the environment and provide open space (78%); provide places for outdoor sports programs (67%); and provide natural areas for wildlife and plants (66%). It should also be noted that all 9 functions had over 75% of respondents rate them as being either very important or somewhat important. Most Important Functions for Albemarle County Parks and Recreation Department to Provide From the list of 9 functions performed by the Albemarle County Parks and Recreation Department, respondents were asked to select the top four most important functions for them to provide. The following summarizes key findings: · Operating parks and facilities that are clean/well maintained (66%) had the highest percentage of respondents select it as one of the four most important Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 39 County of Albemarle Community Recreational Facilities Needs Assessment Study functions for the Albemarle County Parks & Recreation Department to provide. There arc four other functions that over one-third of respondents selected as one of the four most important to provide, including: preserve the environment & provide open space (53%); provide natural areas for wildlife & plants (43%); provide places for outdoor sports programs (42%); and provide small community parks close to home (38%). It should also be noted that operating parks and facilities that are clean/well maintained had the highest percentage of respondents select it as the number one most important function to provide. Q10. Functions that Are Most Important for the Albemarle County Parks and Recreation Dept. to ProVide by percentage of respondents (four choices could be made) Operate parks & fac that are clean/w ell-maintained Preserve the environment & provide open space Provide natural areas for w ildlife & plants Provide places for outdoor sports programs Provide small corrrnunity parks close to home Provide regional park fac with swim beaches, etc. Provide places for indoor rec, sports & fitness Provide trails/linear parks that connect neighborh Provide active outdoor recreation opportunities O% ~29% 28% 25% 21o£[ 10% 20% 30% 53% 43o/c~ 42% 38% 40% 50% 60% 70% LIMost Irq3ortant l~2nd Most Important D3rd Most Important m4th Most Important I Source: Leisure Vision/ETC Institute (July, 2003) Organizations Albemarle County ShouM Partner With From a list of 5 organizations, respondents were asked to select the two organizations they feel it is most important for the Albemarle County Parks and Recreation Department to parmer with to provide parks and recreation facilities and programs. The following summarizes key findings: The City of Charlottesville (63%) is the organization the highest percentage of respondents would like to see Albemarle County partner with. In addition, 41% of respondents indicated they would like to see Albemarle County partner with local youth and adult sports programs. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 40 County of Albemarle Community Recreational Facilities Needs Assessment Study Frequency. of Use of Potential Programming Spaces From a list of 16 potential indoor recreation, aquatic, and fitness programming spaces, respondents were asked to indicate how often they and members of their household would use each one. The following summarizes key findings: Forty-five percent (45%) of respondent households indicated they would use a weight room/cardiovascular equipment area at least once a month. There are four other programming spaces that over one-third of respondent households would use at least once a month, including: indoor-warm water family oriented swimming center (44%); indoor rtmning/walking track (43%); aerobics/fitness space (40%); and lap lanes for exercise swimming (39%). It should also be noted that weight room/cardiovascular equipment area (20%) had the highest percentage of respondent households indicate they would use it several times per week. Programming Spaces that Respondents Would Be Most Willing to Support with Tax Dollars From the list of 16 potential indoor recreation, aquatic, and fitness programming spaces, respondents were asked to select the top three they would be most willing to support with their tax dollars. The following summarizes key findings: An indoor warm water family oriented swimming center (34%) had the highest percentage of respondents select it as one of the four programming spaces they would be most willing to support with tax dollars. There are three other programming spaces that over 20% of respondents selected as one of the top three they would support with tax dollars, including: indoor running/walking track (28%); weight room/cardiovascular equipment area (25%); and aerobics/fitness space (22%). It should also be noted that an indoor warm water family oriented swimming center had by a wide margin the highest percentage of respondents select it as the number one programming space they would be most willing to support with tax dollars. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 41 County of Albemarle Community Recreational Facilities Needs Assessment Study Q13. Programming Spaces Respondent Households Would Be Most Willing to Support With Tax Dollars by percentage of respondents (three choices could be made) Indoor w armw ater family oriented swimming ctr. Indoor runmr~/w alking track Weight room/cardiovascular equipment area Aerobics/fitness space Lap lanes for exercise sw irrmng Gyrmasiums for basketball, volleyball, etc Activity areas for teens Activity areas for Older Adults Performing arts area Gathering spaces Early childhood/pre-school area Multipurpose space for classes Arts & crafts moms Dance room Competitive sw ircrring pool ama IVleeting rooms 0% ' ..'.... ' 25% 17% 13% 12% 11% 6% 5% 5% 4% 10% 20% 30% 40% I mMost Willing to Support m2nd Most Willing to Support r~3rd Most Willing to Support I Source: Leisure Vision/ETC Institute (July, 2003) Emphasis on Developing Small Community Parks vs. Large Regional Parks From the list of 4 statements, respondents were asked to indicate which one best describes the emphasis that Albemarle County Parks and Recreation should place on the development of small community parks as compared to large regional parks. The following summarizes key findings: Nearly half (47%) of respondents indicated that equal emphasis should be placed on developing small community parks and large regional parks. In addition, 22% of respondents indicated that more emphasis should be placed on developing small commtmity parks, and 17% would place more emphasis on developing large regional parks. It should also be noted that 11% of respondents indicated that no new community or regional parks are needed. Use of Organizations for Parks and Recreation Programs and Facilities From a list of 10 options, respondent households were asked to select all of the organizations they use within Albemarle County for parks and recreation programs and facilities. The following summarizes key f'mdings: Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 42 County of Albemarle Community Recreational Facilities Needs Assessment Study The Albemarle County Parks and Recreation Department (44%) is the organization used by the highest percentage of respondent households. There are three other organizations that over 30% of respondent households indicated they use, including: private clubs (36%); churches (34%); and the City of Charlottesville (32%). Organizations that Respondents Use the Most for Parks and Recreation Programs and Facilities From the list of 10 options, respondent households were asked to select the two organizations whose parks and recreation programs and facilities they use the most. The following summarizes key findings: Private clubs (27%) had the highest percentage of respondents select it as one of the two organizations they use the most. Other organizations that a high percentage of respondents indicated as one of the two they use the most include: Albemarle County Parks and Recreation Department (25%); City of Charlottesville (18%); and churches (16%). Support for Actions to Improve the Parks and Recreation System From a list of 13 actions that the Albemarle County Parks and Recreation Department could take to improve the parks and recreation system, respondents were asked to indicate their level of support for each one. The following summarizes key findings: Two of the 13 actions had over half of respondents indicate being very supportive of them. The actions that received the highest very supportive ratings are: preserve/conserve existing parks, playgrounds, etc (72%) and purchase land to preserve open space, natural areas, greenways (52%). It should also be noted that 9 of the 13 actions had over 60% of respondents indicate being either very supportive or somewhat supportive of them. Actions that Are Most Important to Respondent Households From the list of 13 actions that the Albemarle County Parks and Recreation Department could take to improve the parks and recreation system, respondent households were asked to select the top four that are most important to them. The following summarizes key findings: Preserve/conserve existing parks, playgrounds, etc. (53%) had the highest percentage of respondent households select it as one of the four most important actions for Albemarle County to take. There are four other actions that over 30% Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 43 County of Albemarle Community Recreational Facilities Needs Assessment Study of respondent households selected as one of the four most important, including: purchase land to preserve open space, natural areas, greenways (39%); develop new walking/biking trails and greenways (37%); develop small community parks close to home (33%); and develop new indoor recreation facilities (32%). It should also be noted that purchase land to preserve open space, natural areas, greenways had the highest percentage of respondents select it as the number one most important action. Q18. Most Important Actions for the Albemarle County Parks and Recreation Department to Take by percentage of respondents (four choices could be made) Preserve/conserve existing parks, playgrounds, etc Purchase land to preserve open space, natural area Develop new walking/biking trails and greenways Develop small corrrTunity parks close to horns Develop new indoor recreation facilities Upgrade existing youth & adult athletic fields Develop new outdoor pools Purchase land for developing active recreation use Purchase land to develop athletic fields & rec fac Develop large regional parks throughout the County Develop new dog parks Develop new athletic fields Develop new skate parks Other 0% .~ ' ~ 53% ~ 39% ~ 37% 33% 32% 22% 2O% ~19% 15% 14% 12% g77/o ~_~ 3 °/o i 10% 20% 30% 40% 50% 60% · llVbst Important ~2nd Most Important ~3rd Most Irrportant ~4th Most Important Source: Leisure Vision/ETC Institute (July, 2003) Costs for Maintaining Youth and Adult Sports Fields Respondents were asked what percentage of the cost to maintain youth and adult sports fields should be paid through user fees, and what percentage through taxes. The following summarizes key findings: Twenty-nine percent (29%) of respondents indicated that the costs to maintain youth sports fields should be split evenly between user fees (50%) and taxes (50%). In addition, 11% indicated that 100% of the costs for youth sports fields should be paid through user fees, and 21% indicated that 100% should be paid through taxes. · One-third (33%) of respondents indicated that the costs to maintain adult sports Ballard*King and Associates with Leisure VisiOn and Hughes Group Arch. 44 County of Albemarle Community Recreational Facilities Needs Assessment Study fields should be split evenly between user fees (50%) and taxes (50%). In addition, 16% indicated that 100% of the costs for adult fields should be paid through user fees, and 12% indicated that 100% should be paid through taxes. Allocation of $100 Among Various Parks and Recreation Categories Respondents were asked how they would allocate $100 among various parks and recreation categories. The following summarizes key findings: Respondents indicated they would allocate $38 out of every $100 to improvements/ maintenance of existing parks, sports, recreation facilities, etc. The remaining $62 was allocated as follows: development of new indoor recreation facilities ($21); acquisition of new parkland and open space ($20); and development of new outdoor recreation and parks facilities ($18). The remaining $3 was allocated to "other". Q20. Allocation of $100 to Various Recreation and Parks Facilities by percentage of respondents Improvements/maintenance of existing parks, sports, recreation facilities, etc. $38 Acquisition of ;20 new parkland and open space Development of new outdoor recreation $18 and parks facilities Other '$21 Development of new indoor recreation facilities Source: Leisure Vision/ETC Instifute (July, 2003) Amount Respondents Would Pay in Increased Property Taxes to Fund the Most Important Types of Parks, Trails, & Facilities Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 45 County of Albemarle Community Recreational Facilities Needs Assessment Study From a list of 5 options, respondents were asked to indicate the maximum amount they would be willing to pay in increased property taxes to fired the types of parks, trails, sports and recreation facilities most important to them and their household. The following summarizes key findings: Thirty-nine percent (39%) of respondents indicated they would pay at least $10 per month in increased property taxes to fund the most important types of parks, trails, sports and recreation facilities. This group includes 21% who would pay $10-$14, 11% who would pay $20 or more, and 7% who would pay $15-$19. In addition, 21% would pay $5-$9 and 16% would pay $1-$4. It should also be noted that 20% would not pay an increase in taxes, and the remaining 4% did not provide an answer. Q21. Maximum Amount Respondents Would be Willing to Pay Per Month in Increased Property Taxes to Fund the Most Important Types of Parks, Trails, Sports & Recreation Facilities by percentage of respondents $10-$14 21% $15 - $19 7% $5 - $9 21% $20 or more 11% Don't Know 4% $1-$,~ 16% Source: Leisure Vision/ETC Institute (July, 2003) Nothing 2O% Voting on Increasing Taxes to Fund the Most Important Types of Parks, Trails and Facilities Respondents were asked how they would vote if an election were held to fund the types Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 46 County of Albemarle Community Recreational Facilities Needs Assessment Study of parks, trails, sports and recreation facilities most important to them and their household. The following summarizes key findings: Nearly two-thirds (64%) of respondents indicated they would either vote in favor (41%) of might vote in favor (23%) if an election were held to fund the most important types of parks, trails, sports and recreation facilities. In addition, 15% of respondents indicated they would vote against, and 20% indicated they were not sure how they would vote. 0.22. How Respondents Would Vote on Increased Taxes to Fund the Types of Parks, Trails, Sports and Recreation Facilities Most Important to Them and Their Households by percentage of respondents Vote in Favor 41% Might Vote in Favor 23% Source: Leisure Vision/ETC Institute (July, 2003) Not Sure 20% Don't Know 1% Vote Against 15% Reasons Respondents Are Not Sure or Would Vote Against a Tax Increase From a list of three reasons, respondents who indicated they are not sure or would vote against a tax increase to fund the types of parks, trails, sports and recreation facilities most important to them and their household were asked to indicate the major reason for their response. The following summarizes key findings: Forty-four percent (44%) of respondents indicated "I need more information" as the major reason for their response. In addition, 39% indicated "I am opposed to any tax increase to fund County parks and recreation projects", and 2% indicated "I do not think there is a need for any improvements". Thirteen percent (13%) Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 47 County of Albemarle Commtmity Recreational Facilities Needs Assessment Study indicated "other" and the remaining 2% did not provide an answer. In addition to analyzing the overall survey findings it is beneficial to look at specific cross sections of responses. This helps with understanding where some differences or similarities may exist. Charlottesville and the County: When the responses are reviewed and compared between the City of Charlottesville and the County of Albemarle some of basic findings are. · City residents actually have a slightly higher rate of use of county parks than do county residents. · City residents are strong users of county parks but county residents use county facilities at a higher rate than they do city parks. · Regarding basic recreation needs, improvements and desired facilities, there are similar responses between the city and county. · The rate of participation in county recreation programs is much higher in the county than the city. · There is generally a higher rate of support for voting yes for a tax increase in the city than the county. Urban and Rural Areas of the County: Breaking down the responses between the urban and rural areas of the county some of basic findings are. · Urban residents have a slightly higher rate of use of county parks than do rural residents. · Regarding basic recreation needs, improvements and desired facilities, there are similar responses between the urban and rural areas. · The rate of participation in county recreation programs is higher in the rural areas than the urban. · The rural areas of the county are a little more willing to pay a higher pay property tax amount for parks improvements than the urban area. · There is generally a slightly higher rate of support for a tax increase in the urban area than the rural. Seniors: If the responses from seniors are broken out from other age groups the basic findings are. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 48 County of Albemarle Community Recreational Facilities Needs Assessment Study · There is a lower rate of general use of existing parks and recreation facilities and an anticipated lower rate of use for any new facilities. Regarding basic recreation needs, improvements and desired facilities, there are similar responses between seniors and other age groups but the extent of the demand is less with seniors and there is more interest in passive use areas and senior focused elements than other ages indicated. There was much less support for any type of tax increase to build additional facilities and a smaller percentage (but still above 50%) said they would vote in favor of or might vote in favor of a tax increase. Other: Some other characteristics by different demographic groups include. Age is an important determiner of results. Generally the younger the adult age the more likely there is for support for additional park and recreation services, facilities and a willingness to support a tax increase to fund these needs. Income has a similar impact with generally stronger support for additional parks and recreation facilities and programs and a greater level of support for a tax increase to fund such services. However once the $100,000 income level is reached the degree of support begins to drop. Household size is another indicator with similar results as age and income that indicates that as household size increases so does support for recreation programs and facilities. User Group Survey With the assistance of the County of Albemarle's staff, a special user group survey was sent to fifty organizations that are current users or county parks and recreation facilities to gain specific insight into their organization, use patterns of facilities and future needs. From this twenty eight surveys were returned (the vast majority from youth and adult sports groups) and the following were the basic findings: Most organizations use facilities seasonally on a non-exclusive basis. The months with the greatest use are March through June and August through October. Each of the days of the week receives reasonably consistent use. Over 80% of the organizations indicated that the facilities they utilize are in reasonably good condition, are located in an area that is accessible, are available on the dates and times they desire, are of sufficient size, and are safe. However only 60% indicated that the number of facilities met their needs and less than 80% that facilities were maintained at a level to meet their needs. · Many groups wanted to see improved maintenance of the facilities that they use as well as minor improvements to the facilities. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 49 County of Albemarle Community Recreational Facilities Needs Assessment Study · Approximately 56% of the organizations reported only having an oral agreement for facility usage. Organizations expressed a willingness (85%) to at least explore the sharing of costs to update facilities and over 90% were willing to look at the possibility of implementing a player or user fee. Overall Citizen Input Findings - When all of the citizen input mechanisms are reviewed as a whole the following are some of the consistent findings. · The county's parks and recreation department is well thought of by its residents and they believe that current facilities and programs are well run and maintained. There is a general lack of knowledge of what facilities and services the county has and also confusion between what is city owned and county owned. This is due partly to the current parmerships that are in place between, the county and other providers (including the city). · The demand for recreation facilities and services in the county is high. · There are unmet recreation needs in many areas but especially for indoor spaces. The county's parks system is known for its large regional parks, natural areas, beaches and its focus on youth sports. It is not well known for recreation programming. The focus of county parks and recreation services needs to move beyond youth sports and emphasize not only active uses but more passive and self directed activities. Cultural arts activities cannot be ignored. Parmering with other agencies and providers is expected and will need to continue if overall county parks and recreation needs are to be met. Partnerships should be pursued or strengthened with the City of Charlottesville, sports organizations, the University of Virginia and local developers. · The county's first priority must be to maintain and update the facilities that they already have. · Specific facility needs include: Acquisition of open space and natural areas. The development of a comprehensive trail and greenway system to connect various areas of the county to recreation facilities and programs. Also the development of trail systems within the parks themselves. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 50 County of Albemarle Community Recreational Facilities Needs Assessment Study o Continued development of community parks. o Indoor recreation facilities that might include sports, fitness and aquatics as well as some cultural arts amenities. The development of a sports complex with multiple fields to support tournaments and other needs. · Funding of planned park and recreation improvements with a possible property tax increase has some general support but it must be approached carefully. · With the size of the county, transportation needs to bring youth and seniors to facilities is an issue that will need to be considered. · User groups are willing to explore the sharing of costs to improve facilities and are willing to look at implementing user or player fees. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 51 County of Albemarle Community Recreational Facilities Needs Assessment Study Section VI - Partnership Analysis Currently the County of Albemarle Parks and Recreation Department is involved with a number of partnerships with other organizations and recreation service prov/ders. It is clear that these types of partnerships will need to continue and indeed expand if the overall park and recreation needs of the county are to be met. Existing Partnerships Include: 1. Albemarle County Schools Schools in Albemarle County also double as public parks. Elementary schools function as community parks, and middle and high schools are considered as district parks. A significant number of Albemarle Parks and Recreation classes and programs are run at school sites and the department is able to use these facilities free of charge. When a new school site is purchased in the county, recreation needs are taken into account when buying property. In the past when new schools have been built the school board would purchase the property build the school and grade the site. The parks, and recreation department would then fund the outdoor recreation facilities. All new elementary schools built in Albemarle County within the last 10 years or so have had wooden floors and full size (8,000 sq. foot) gyms because of their use for community recreation. The Parks and Recreation Department maintains some select athletic facilities on the school grounds where there is joint school/community use and the site has been selected as a higher priority for an increased maintenance program. It is the department's long range goal to eventually have all the school fields on such a program. In addition parks and recreation has been undertaking capital improvements on school grounds for community recreation the past 25 years. 2. City of Charlottesville Parks and Recreation The city and county parks and recreation departments have partnered in a number of different ways. There are two city/county parks which are administered by the county and funded by both entities. One is the 215-acre Ivy Creek Natural Area, which includes an additional partnership with the non-profit Ivy Creek Foundation. The foundation builds and maintains the trails and provides nature programming at the site. The other park is Darden Towe Memorial Park, which is the largest and most heavily utilized athletic field complex in both the city and county. This parkland was purchased and largely built on a 50/50 share. Operation costs are based on actual usage, which runs approximately 62% for the county and 38% for the city. The park is administered by the county staff with consultation with city staff when necessary and oversight on major issues by a committee consisting of 2 city councilors and 2 board of supervisors members. The city has historically run adult softball and volleyball leagues with the county providing field and gym space for these programs. As a result no non-resident fee is charged to county residents. The county runs adult basketball leagues and does not charge non-resident fees to city residents. Other cooperative programs include the therapeutic recreation program, which is run by the city with the county paying its share of direct expenses based usage. The skateboard park is administered by the city with the county paying a percentage of the original construction and a share of operational costs based on usage by county residents. The city and county also run several special events together like the Easter Egg Hunt and the Hershey Track Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 52 County of Albemarle Community Recreational Facilities Needs Assessment Study and Field meet. The county provides space for a variety of city programs at county facilities free of charge. An example would be the City Fishing Rodeo, which is held at Mint Springs Park. Recently the city and county as well as Mclntire Little League funded the lighting and the reconstruction of two little league fields in the city's Mclntire Park. 3. Piedmont Virginia Community College- Two softball fields at PVCC are used by the city to run their adult softball program with the city providing the field maintenance. The county recently paid to install new lights but a cost share between the city and county originally lighted the fields. 4. YMCA - Albemarle County Parks and Recreation and the YMCA cosponsor the youth basketball program with the county providing the gym space and $4,200 per year to the Y for administering the program. 5. SOCA - The Soccer Organization of Charlottesville Albemarle is a non-profit group, which runs most of the organized soccer programs in the area. The county provides substantial field space and does not compete by running its own program. SOCA has contributed funding on a joint city/county/SOCA program to upgrade the fields at Towe Park. SOCA recently built its own 5-field complex, which the county contributed financially to. The county currently has $300,000 programmed in its FY 03-04 CIP budget to partner with SOCA for additional such field projects. 6. Lane League - The Lane League provides all the field maintenance at Lane Field which is a county owned field that is located in the middle of the City of Charlottesville. The Lane League operates a junior and senior league baseball program. 7. Various Little Leagues and Youth Sports Programs The majority of youth sports are mn by parent mn volunteer organizations. The county provides the field space and shares maintenance responsibilities for these fields depending on the ability and desire of the various organizations. 8. Claudius Crozet Park- One of the county's most successful partnerships is with the private non-profit Crozet Park Board. This is a 20+ acre park in the middle of Crozet owned by the Crozet Park Board. Crozet Park has provided an outdoor swimming pool for the residents of Crozet and surrounding area for over 50 years. On two occasions in the past 20 years the park has received capital funding from the county and the parks and recreation department also provides some basic maintenance assistance. 9. Town of Scottsville - The county is joined in a partnership with the Town of Scottsville. The county owns the Scottsville Community Center, which consists of the gynmasium wing and grounds of the old Scottsville High School. The town owns the adjacent property, which was minimally developed and known as Dorrier Park. The county entered into a restrictive covenant agreement with the town of Scottsville that said the county would develop and maintain both properties as one park with the deed restriction that Dorrier Park will always remain available for public recreation. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 53 County of Albemarle Community Recreational Facilities Needs Assessment Study 10. Virginia Department of Game and Inland Fisheries - The county provides routine maintenance at the Scottsville Boat Launch on the James River owned by VDGIF. The county leases VDGIF property and private property at Howardsville on the James River and operates a river access there where VDG~ failed. VDGIF and the County have a fish management agreement whereby VDGIF biologists sample and regulate the fisheries at county parks. 11. Jefferson Area Board for Aging The county has agreements with JABA to provide space for senior services at the Scottsville and the Meadows Community Center. Note: This assessment of current partnerships was taken directly from information provided by county staff. Even with the strong foundation ofparmerships currently in existence, the county's parks and recreation department will need to grow. Expanded Partnerships Include: 1. Albemarle County Schools - Continue to coordinate county parks and recreation needs with any new schools being built. Work to add additional school athletic fields to the parks and recreation maintenance program. 2. City of Charlottesville Parks and Recreation - When the opportunity arises partnerships will need to be sought for the development of additional recreation facilities in the urban areas of the county. This will be especially critical if new indoor recreation facilities are added. Further definition will be needed to determine what programs and services will be the responsibility of the county and which will be offered by the city. 3. YMCA - The Y has long term plans to develop their own indoor center and the county will need to follow this effort closely. Consideration should be given to discussing what specific indoor amenities might be developed by the county and what complimentary facilities could be offered by the YMCA. Existing recreation programming and services should also be coordinated as well as future needs and expectations. 4. Youth Sports Organizations - To help fill the need for additional playing fields the county should encourage youth sports groups to develop some of their own fields. This could be on county property (by lease) or on private property acquired by the sports group. The establishment of a well defined program that will give field development seed money to youth sports groups should be considered to jump start such plans. Such a program should also encourage basic daily and weekly maintenance to be handled by the organization itself or a payment for services established for county maintenance. In addition for facilities owned and maintained by the county there should be a per player/per season fee estabhshed to cover basic maintenance costs. ~f the sports organization handles its own maintenance (based on county developed standards) then the per player rate would be reduced or even eliminated. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 54 County of Albemarle Community Recreational Facilities Needs Assessment Study New Partnerships Include: 1. Developers - It will be essential that the county work with new housing tracts to establish basic park development standards that encourage the developer to not only set aside property for parks (at a minimum size) and also potentially build the park itself to county standards. Since there is no legal requirement for the develop to do this an overall development incentive program would need to be established for this concept to work. 2. Homeowner Associations - For new housing tracts encourage the establishment of a homeowners assessment for the on-going maintenance and operation of new parks and recreation facihties that are part of their development. 3. Hospital - With Martha Jefferson Hospital poised to move to a new campus in the coming years, there are plans to develop a significant community park as part of the hospital grounds. This could provide an opportunity to partner for community festivals and special events and even the development of permanent parks amenities that could be utilized by the hospital as well as the general public. 4. University of Virginia Up to this point the university has developed and operated its many sports and recreation facilities for student, faculty and staff use only. However dialogue should still be held with the university when either the county or university is considering the development of a sports or recreation amenity that might have some influence on the other organization. 5. Senior Organizations Currently the county really does not have any type of senior programming or senior oriented facility in place. However in the coming years developing a strong partnership with an existing senior provider (Jefferson Area Board for Aging or Senior Center Inc.) will be essential to expanding senior services in the county. If the county moves into the development of indoor facilities then including senior amenities that can be programmed by existing organizations will be important. 6. For Profit Sports and Fitness Providers Although much more difficult to establish, exploring partnership opportunities with private health club providers should be pursued. The possibility of contract operation of a county indoor sports or fitness facility is there or even the actual joint development of facilities themselves. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 55 County of Albemarle Community Recreational Facilities Needs Assessment Study Section VII - Phase I Summary and Conclusions The basic findings of the first phase of the recreational facilities needs assessment study include: Continued growth in the demand for park and recreation facilities, programs and services in most every area will put continuing pressure on Albemarle Parks and Recreation to provide more. The county's parks and recreation department is recognized as a prime provider of recreation facilities within the county and Charlottesville itself. The department has a strong reputation for developing and maintaining quality facilities. 3. The county will need to have a broader approach to parks and recreation services that has a focus beyond just youth sports, natural areas and large regional parks. 4. The top priority for the county will need to be the continued maintenance and upkeep of existing parks and recreation facilities. 5. The greatest need for parks facilities is in the area of open space and natural areas as well as trails and community parks. 6. There is a general lack of indoor recreation and sports facilities in the county and county residents feel that these needs are not being met. 7. The county will need to clearly define its role in providing future parks and recreation facilities and programs. The continued development of strong partnerships with a variety of organizations and providers will be critical to the successful provision of parks and recreation facilities and services to county residents. 9. The county will need to develop a comprehensive user fee policy for facilities and services that ensures a strong revenue stream for operations. 10. The county will need to continue to assume the maintenance of school fields and park areas. 11. One of the areas with the greatest needs is indoor recreation. 12. The greatest challenge to expanding parks and recreation services in the county will be funding for capital development as well as operations. The county will need to explore fimding options to make significant additions and improvements to the parks and recreation facilities inventory. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 56 County of Albemarle Community Recreational Facilities Needs Assessment Study 13. The county will need to formalize long term agreements with existing partners, and user groups. In addition the development of a comprehensive long range master plan for the county's parks and recreation department that establishes a roadmap for the future as well as outlines development and operational standards is essential. Ballard*King and Associates with Leisure Vision and Hughes Group Arch. 60 COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: Strategic Plan Progress Report SUBJECT/PROPOSAL/REQUEST: Review Strategic Plan quarterly progress report, provide guidance STAFF CONTACT(S): Messrs. Tucker, Foley, Ms. White, Ms. AIIshouse. LINK TO ATTACHMENT(S): Strategic Plan Quarterly Report - October 03 to December 03 Strategic Plan Framework LEGAL REVIEW: No AGENDA DATE: February 4, 2004 ACTION: x INFORMATION: CONSENT AGENDA: ACTION: INFORMATION: ATTACHMENTS: Yes REVIEWED BY: ! BACKGROUND: In spring 2002, the Board initiated the County's current strategic planning process. The Board developed the County's Vision, Mission, and Goal Statements. Staff developed a framework and timetable, targeted priority objectives, and incorporated changes suggested by the Board at their October 2002 and January 2003 strategic planning work sessions. This information was incorporated into a FY 03/05 Plan of Action that serves as the County's current Strategic Plan of Action. The Board receive Strategic Plan progress reports on a quarterly basis and held their annual strategic planning retreat in September 2003. STRATEGIC PLAN: Strategic Plan FY 03 FY 05 Quarterly Report DISCUSSION: The Board's strategic plan continues to provide focus for the County. During the past quarter, September 03 through December 03 the following activities took place: Economic Development Plans and Polices: The Board has formally adopted the Thomas Jefferson Planning District Commission's (TJPDC) Regional Economic Development Plan. The update of the County's Comprehensive Plan's Economic Development Policy will reflect new data, coordinate with regional efforts and will incorporate strategies such as the promotion of business development in specific Master Planned Neighborhoods, when identified as necessary to their vitality. The update of the Economic Development Policy will be scheduled as staff resources become available and in coordination with the other Comprehensive Plan revisions that are currently underway. In the meantime, the Board plans to hold a public hearing in June regarding the question of joining the Thomas Jefferson Economic Development Partnership (TJPED). Development of Long-range financial planning process: Staff developed a long-range financial planning process that will better connect the strategic planning cycle to the operating budget and the capital budget. An annual business plan will be included in the budgeting process. Staff presented this recommendation to the Board at their January 7, 2004 meeting. Components of this process are slated to be incorporated into the FY 04/05 budget cycle. 29-01-04A04:53 RCYD AGENDA TITLE: Strategic Plan Progress Report February 4, 2004 Page 2 Development of Life-lonq Learninq Goals: The Life-long learning work group, composed of representatives from Albemade County schools and government, UVA, Piedmont Community College, Bright Stars, Jefferson- Madison Regional Library, the Workforce Investment Board, Boys and Girls Club of Charlottesville/Albemarle, Jefferson Institute of Life-Long Learning, Monticello Area Community Action Agency, Charlottesville Area school Business Alliance, the Virginia Cooperative Extension Services, and the Chamber of Commerce, have continued working to develop goals for the County's Lifelong Learning Strategic Direction. This work group has completed their work and the results of their efforts is slated to be presented to the Board for approval in April 2004. Plans for new Goal regarding growth and urbanization: A County work group is finalizing the action plan (objectives and strategies) and timetable for the County's new goal regarding growth and urbanization. The team presented their recommendations and received guidance from the Board in December 2003. This detailed action plan will be finalized will be incorporated into the Strategic Plan in February, Development of "Outcome" Performance Measures: A County work group, composed of members of the Leadership Team and Management Group, are continuing their work on a County-wide outcome-based performance measurement system. The outcome measurement system should be in place at the beginning of FY 04/05. Progress on ten priority objectives: Staff members are continuing their efforts to achieve the County's ten priodty objectives by the slated timelines. Attached for your review is the fourth quarter Priority Objectives progress report, for the time period of October 2003 through December 2003. Communication of the Strategic Plan: The Strategic Plan FY 03 FY 05 Plan of Action, associated documents and the quarterly reports are available to the public on the Albemarle County's website. The County's strategic plan framework is attached for the Board's reference. RECOMMENDATIONS: Staff recommends the Board review this quarterly strategic plan progress report, and provide any additional guidance for staff at this time. Attachments (2) 04.018 VISION To maintain Albemarle County's stature as a quality community by promoting the values of education and lifelong learning, historic and scenic preservation, safety, affordability, cultural diversity, citizen participation and economic opportunity that make the County a desirable place in which to grow up, raise a family and grow old while preserving our natural resources, rural character and visual beauty for future generations. MISSION To Enhance the well-being and quality of life for all citizens through the provision of the highest level of public service consistent with the prudent use of public funds Provide High Qua#~y Educationa! Opportunities for Albemarle County Citizens of a# ages GOALS (Goals to be developed beginning fall 2003.) Strategic Directions 2. Protect the County's Natural, Scenic and Historic Resources GOALS 2.1 Protect and/or )reserve the County's rural character 2.2 Protect and/or )reserve the County's natural resources 2.3 Provide for environmentally sensitive government operations at the local and regional level 3. Enhance the Quality of Life for all Citizens GOALS 3.1 Make the County a safe and healthy community in which citizens.feel secure to live, work and play 3.2 Promote a variety of safe, sanitary & affordable housing types 3.3 NEW Develop and implement policies that address the County's growth and urbanization while continuing to enhance the factors that contribute to the quality of life in the County. 4. Serve the Public Efficiently and Effectively GOALS 4.1 Provide effective, responsive and courteous service to our customers 4.2 Fund County services in a fair, efficient manner and provide needed public facilities and infrastructure Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 February 4, 2004 Page 1 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 I 2. Protect the County's Natural, Scenic, and Historic Resources[ IGOAL: 2.1 Protect and/or preserve the County's rural character I IOBJEOTIVE: 2.1.1 By December 2003, the County will have a strategy in place to ensure the implementation of completed neighborhood master plans. [ HIGHLIGHTS I The Implementation Plan Strategy has been completed and will be applied in the Crozet Master Plan. The Strategies are as follows: · Promote community and business development activities and partnerships that support master plan initiatives within each development area. · Encourage and maintain ongoing meaningful interaction of community members and county staff as the process moves from the planning to the implementation phase. · Formulate a detailed infrastructure plan that outlines a long-term approach to meeting identified infrastructure needs, such as long-term transportation planning. · Insure the provision of county services that are adequate to meet the needs of the master- planned neighborhood · Insure that County decisions, actions, CMP policies and long-term commitments are consistent with the priorities identified in the master plan. FUTURE ACTIONS · Implement the Crozet Master Plan in accordance with these strategies. With the presentation of the Crozet Master Plan to the Planning Commission and Board of Supervisors on July 9, staff is working on actions in accordance with these strategies. The Planning Commission is currently reviewing The Crozet Master Plan. Selected actions are tied to the Commission and Board review of the Plan and will be discussed with those bodies as part of the review. · These strategies will be used to address implementation of future Master Plans when they are completed, such as the Northern Urban Area plan recently agreed to by the Board. Page 2 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 I 2. Protect the County's Natural, Scenic, and Historic ResourcesI IGOAL: 2.1 Protect and/or preserve the County's rural character I IOBJECTIVE: 2.1.2 By May 2004, the County will have an i.m, plementation plan in place that identifies the actions and resources necessary to carry out the County s newly revised rural area policies. I HIGHLIGHTS I · Planning staff completed the draft Rural Area Plan in July, 2003, distributed it to the Planning Commission in August, 2003, and began work sessions with the Commission in September, 2003. · The Planning Commission's initial work sessions had been completed as of the end of December, 2003, and a public hearing was held to get feedback on the first draft of the Plan. · With consideration for comments provided at the public hearing, the Commission has begun focused work sessions on the elements of the Plan in January, 2004. FUTURE ACTIONS · Staff will evaluate the recommendations/strategies in the draft Rural Area Plan and make recommendations to the Planning Commission on implementation measures. · Staff will insure all necessary steps have been identified to implement the adopted Rural Area Plan recommendations. · Implementation actions will be completed after the Commission completes its upcoming work sessions. · The Planning Commission is scheduled to take a final draft of the Plan to public headng in March, 2004. It is hoped the Commission will then forward its recommended Plan to the Board of Supervisors following this public hearing. · The ultimate completion of the implementation plan is tied to the adoption of the Rural Area Plan by the Board of Supervisors in May, 2004. Having the implementation plan in place at that time is dependent on the Board's progress with their review of, public hearing process on and action to adopt the Rural Area Plan. Page 3 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 2. Protect the County's Natural, Scenic, and Historic Resources IGOAL: 2.2 Protect and/or preserve the County's natural resources tOBJECTIVE: 2.2.1 By December 2004, the County working in cooperation with Rivanna Water and Sewer Authority, will have an integrated water resource plan in place that directs the County's efforts to address water quality and water supply, HIGHLIGHTS · Staff has completed the draft of a recommended stormwater master plan and a proposed groundwater ordinance. With this work completed, staff anticpates starting on this objective in the first quarter of 2004 and completing it on time. · Rivanna Water and Sewer Authority (RWSA) staff has been consulted on this objective and are aware of the plan to start work on this early next year. Additionally, staff is already working with the City and UVa on joint efforts related to Virginia Pollutant Discharge Elimination System (VPDES) stormwater permits. This will provide valuable information and a "leg up" on completing this objective. FUTURE ACTIONS · Establish public forums for sharing of concerns to be addressed with the plan. A steering team will ensure there is an adequate public process and will review the proposed strategy before bringing a recommendation to Board for consideration. · Recommendation will include an implementation process for the approved integrated water resource plan. Page 4 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 2. Protect the County's Natural, Scenic, and Historic Resources IGOAL: 2.3 Provide for environmentally sensitive government operations at the local and regional level OBJECTIVE: 2.3.1 By July 2003, the County will have an environmental management system in place that ensures environmentally sensitive County government operations, HIGHLIGHTS · The primary components of an Environmental Management System (EMS), including a County EMS Policy and a set of compliance guidelines, were completed by July 2003. However, the establishment of a true EMS requires much more than policy and regulatory guidelines and will takes years to fully implement. Efforts to establish revisions to operational guidelines, establishing an ongoing employee training program and other activities are also necessary. The original intent of this objective was to establish broad direction to ensure that the County's operations become proactive regarding environmental impacts. We feel that this intent has been achieved. FUTURE ACTIONS I · Continue implementation of the EMS methodology, which by definition is an ongoing iterative process, with initial emphasis on compliance for all local govenment and school facil/ties. · Hire a consultant to assist in on-going efforts to ensure compliance and establish proactive operational guidelines. · Assess the need for additional resources to ensure an effective ongoing EMS program and address any additional needs in future budget cycles. Page 5 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 2. Protect the County's Natural, Scenic, and Historic Resources IGOAL: 2.3 Provide for environmentally sensitive government operations at the local and regional level I OBJECTIVE: 2.3.2 By July 2004, the County working in cooperation with Rivanna Solid Waste Authority will have a long-term solid waste strategy in place that emphasizes the importance of waste reduction, reuse of materials and recYcling and provides reasonable solid waste disposal options for County citizens and businesses. HIGHLIGHTS I · Project schedule has been prepared and is being followed by staff. Project is on-time and completion is anticipated by July 1, 2004. · A Steering Committee has been formed that includes County staffand representatives of UVa, City, TJPDC, and RSWA (Citizen Advisory Council). Steering committee is responsible for advising staff on issues to consider and assuring adequate public participation. · The Steering Committee has provided guidance to staff on issues and information needs as related to development of this strategy. Staff has begun the work on developing a draft strategy for consideration. FUTURE ACTIONS · Establish public forums for sharing of concerns to be addressed with the plan. · Recommendation will be brought before Board for consideration afterpublic review and comment. · An Implementation process will be part of the recommendation brought to Board. Page 6 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 3. Enhance the Quality of Life for All Albemarle County Citizens GOAL: 3.1 Make the County a safe and healthy community in which citizens feel secure to live, work and p ay. OBJECTIVE: 3.1.1 By June 2004, the County will establish a strategy to insure that its public safety systems meet the demands of the growing County. I HIGHLIGHTS I · Conducted a workload allocation study and re-configuration of the Police Sector/Beat system. (Police). · The ECC has been working with Operational Medical Director, Dr. George Lindbeck to review establishing Call Taking and Dispatch time standards for EMS agencies. Process is still on- going. (ECC) · Ongoing coordination of citizen training classes for the Citizen Emergency Response Team (CERT) program. Over 80 citizens have been trained within this program. Two new classes will be taught this quarter. (ECC) · Staff completed collecting Fire and EMS service standards from benchmark localities in Virginia. (Fire). National standards are being reviewed. · Completed initial Department of Justice Homeland Security Grant. (Fire) · Received approval of a $6 million federal grant to implement a regional public safety interoperability system to include the 800 MHZ radio system and the mobile data computer system. FUTURE ACTIONS · Update and sign the memorandum of understanding with the County Fire/Rescue Department. (Police/Fire) · Fire Department will begin to participate on ACPD Mobile Data Terminal Team. · Install 800 MHz Public Safety Radio System for the Region. · Install a Public Safety Mobile Data System for the Region. · Work with the City and University to manage the $6 million Regional Public Safety Interoperability Grant. · The new service standards for Police, Fire and EMS will be incorporated into the County's Community Facilities Plan. Page 7 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 3. Enhance the Quality of Life for All Albemarle County Citizens IGOAL: 3.2 Promote a variety of safe, sanitary and affordable Housing types OBJECTIVE: 3.2.1 By March 2004, the County will develop policies and ongoing programs that increase affordable home ownership options for households with incomes below 80% of median income. . G.UG.TS · Draft of Comprehensive Plan Amendment for an Affordable Housing Policy approved by Planning Commission at Public Hearing for submission to Board of Supervisors. Work session with Board was held January 7, 2004. · Completed and delivered a report to the Board on housing activities during the past decade. Report included summary of current demographics, housing market conditions, and recommendations for improving affordable housing opportunities. · Recommended support for upcoming legislation that will allow the Virginia Housing Development Authority (VHDA) more flexibility in financing mixed-use and mixed-income developments. · Met with representative from Housing Virginia, a statewide nonprofit preparing to begin a media blitz to promote education on affordable housing needs. Representatives from this region provided information to support that campaign in the Charlottesville/Albemarle area. Housing Virginia's Board met in late January and will consider an area of the state for their pilot campaign. At the time this quarterly report was prepared, the areas they considered were not available. FUTURE ACTIONS · Public hearing and Board of Supervisors' action on Comprehensive Plan Amendment February 2004. · The Piedmont Housing Alliance is planning to submit a proposal to Fannie Mae for $3 million in loan funds by spring 2004. · Implement Housing Virginia's pilot program to increase affordable housing awareness, ff this area is chosen. · Execute contract with ICF Consulting to begth review of nonprofit housing agencies. · Present recommendation/options to Housing Committee in February for use of Albemarle Housing Initiative Fund (AHIF) monies to support affordable homeownership. Page 8 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 3. Enhance the Quality of Life for All Albemarle County Citizens GOAL: 3.3 Develop and implement policies that address the County's growth and urbanization while continuing to enhance the factors that contribute to the quality of life in the County. OBJECTIVE: 13.3.1 Objectives and Strategies for this goal are being developed HIGHUGHTS · The Growth and Urbanization Goal Committee submitted three objectives to the Board of Supervisors, which were approved by the Board at their December 3, 2003 meeting. The objectives are as follows: · 3.3.1 By December 04, the County will have an active program which promotes the visibility and viability of the County's urban areas as distinct and attractive living and working environments. · 3.3.2 By June 05, the County will investigate, identify, and recommend effective ways to organize our County government to provide appropriate support to the urban areas. · 3.3.3 By June 05, the County will complete identified objectives and strategies that address urban needs. FUTURE ACTIONS ] · By March 2004, the Growth and Urbanization Goal Committee will complete strategies for eacl~ objective and begin to move forward accordingly. Page 9 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 4. Provide Effective and Efficient County Services to the Public in a Courteous and Equitable Manner IGOAL: 4.1 Provide effective, responsive, and courteous services to our customers IOBJECTIVE: 4.1.1 By July 2004, each County Department will establish and ina plement revised standards for superi(~r customer service, which will include the implementation of additional customer-friendly ways to deliver services. HIGHLIGHTS · Participants for the Customer Service Standards Setting Workshops have been selected for each department. · Kick off meeting for the group was held in early January, with materials and curriculum distributed to all participants. · 2004 Citizen Survey Work Group has been formed and is beginning to work on survey design in consultation with UVA 's Center for Survey Research. FUTURE ACTIONS · The Customer Standards group will meet two more times - oncein February, and once in March, with final standards to be completed by the March meeting and forwarded to the Leadership Council. · Internal and External Customers will be surveyed to identify ways to improve customer service. · UVA's Center for Survey Research's County-wide Citizen Survey is now scheduled to be fielded in May 2004. Page 10 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 4. Provide Effective and Efficient County Services to the Public in a Courteous and Equitable Manner IGOAL: 4.1 Provide effective, responsive, and courteous services to our customers OBJECTIVE: 14.1.2 By June 2005, the County will be recognized as a quality place of employment with a workforce [of employees who continuously provide high quality, customer-focused service to its citizens. HIGHLIGHTS · Staffpresented 2nd annual Local Government Human Resources Report to Board. · Selected a consultant and Total Rewards Initiative Work Team has formed and have begun their work. · Based on Joint Board direction, staff is continuing to evaluate options to address market competitiveness of compensation. · Facilitated focus groups and have successfully developed organizational core competencies. · Identified training program to focus on supervisory and management skills training to support HPO principles. · Developed a 360 degree performance measurement tool to assist with professional/personal development. FUTURE ACTIONS · Based on the competency based model, staff will: · Develop selection tools. · Evaluate performance management system to target areas of improvement and make necessary revisions. · Develop succession planning program and tools. · Assess current training and develop targeted professional development programs. · Develop and conduct Employee Opinion Survey. · Based on results of Total Rewards work team, staff will bring recommendations to Board of Supervisors by June 2004. Page 11 of 12 Albemarle County Strategic Plan Quarterly Progress Report STRATEGIC PLAN Quarterly Progress Report Priority Objectives October Through December 2003 4. Provide Effective and Efficient County Services to the Public in a Courteous and Equitable Manner GOAL: 4.2 Fund County services in a fair, efficient manner and provide needed county public facilities and I infrastructure OBJECTIVE: 4.2.1 BY June 2004, the County will establish criteria defining fair and efficient revenue sources, recovery of the costs of services, and fee schedules for beneficiaries of special enhanced or targeted County services. HIGHLIGHTS · Staff has provided supplemental information to the Board of Supervisors regarding annual real estate reassessments and its impact. FUTURE ACTIONS · Staff will present information related to annual reassessments and Tax Relief for the Elderly Program to the Board of Supervisors and the information will be discussed further in budget work sessions. · Additional research related to the County's fee policies is scheduled to be undertaken during the next quarter. The research will focus on defining appropriate fee levels, and comparing the County's fees to other localities. Page 12 of 12 COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: Comprehensive Annual Financial Report SUBJECT/PROPOSAL/REQUEST: Presentation of the Comprehensive Annual Financial Report for the Fiscal Year Ended June 30, 2003. STAFF CONTACT(S): Messrs. Tucker, Breeden; Ms. White, Koonce AGENDA DATE: February 4, 2004 ACTION: X CONSENT AGENDA: ACTION: ITEM NUMBER: INFORMATION: INFORMATION: ATTACHMENTS: Yes ..___., REVIEWED BYj~ ~ BACKGROUND: The 2002/2003 Audit has been completed and is submitted for your review. The field work and audit testing was completed by Robinson, Farmer, Cox Associates, the County's external auditors. DISCUSSION: Certificate of Excellence The Corn prehensive Annual Financial Report (CAFR) was submitted to the Government Finance Officers Association (GFOA) for the Certificate of Excellence in Financial Reporting. This award has been received by the County for the last eight years and is coveted by localities throughout the United States and Canada. We anticipate approval and expect to receive notification within six months. Summary Financial Data included with this Document: -This is the second year our CAFR was published under the GASB-34 requirements and the attached information was extracted for a general overview of the County's Financial Activities for Fiscal Year Ended June 30, 2003. RECOMMENDATION: Staff recommends acceptance of the FY 2002/2003 annual financial report. The audit committee met on Wednesday January 21, 2004 and reviewed the attached materials. 22-01-04P04:46 RCVD 04.010 COUNTY OF ALBEMARLE Comprehensive Annual Finance Report June 30, 2003 Overview The Comprehensive Annua! Financial Report consists of four sections: Introduction, Financial, Statistical and Compliance. The introduction section includes the transmittal letter, the County's organizational chart, a list of principal officers and a copy of the 2002 Certificate of Achievement for Excellence in Financial Reporting. The financial section has three component parts - Management's Discussion and Analysis, the basic financial statements that include government-wide financial statements and fund financial statements, and required supplemental information. · The statistical section includes selected financial and demographic data related to the County Of Albemarle, generally presented on a multi-year basis. The compliance section is required under the provisions of the Single Audit Act of 1984 and the U.S. Office of Management and Budget circular A-133, Audits of State, Local Governments and Non-profit Organizations. GASB-34 requirements: Management's Discussion and Analysis. "A component of required supplementary information used to introduce the basic financial statements and provide an analytical overview of the government's financial activities." [SGAS 34] Government-wide Financial Statements: The Statement of Net Assets: This statement presents information on all of the County's assets and liabilities. The difference between the assets and liabilities, net assets, can be used as one way to measure the County's financial health, or financial condition. Over time, increases or decreases in the net assets can be one indicator of whether the County's financial condition is improving or deteriorating. The Statement of Activities: This statement presents information using the accrual basis accounting method and shows how the County's net assets changed during the fiscal year. All of the current year's revenues and expenses are shown in the statement of activities, regardless of when cash is received or paid. FINANCIAL ANALYSIS OF THE COUNTY AS A WHOLE Statement 'of Net Assets: The foi[o~n~ table reflects- the ccndensed Statement bf t~=t Asset~: Assets: . i Current and bt,her a, ssets TotfiI Assets 5umm_~r;' of ~: A~se:s . . . .' '" .. As'cfJur. e 30..2003 and 2002:::' ~- - .'. .:.. ',- ,~ . . Governmental Component To~al ' A~iv~ties U~ft Entfty 2003 - 2002 -. 2003 2002 2003 2002 S 160,0qoS 132,680. S 82,331 $ .86..4302 242,33i. $ 219,1.10 Liabilities: Other LiabiLities .Long-term [iabiL(des Tota[ U~bi[ities 9,381 S 9,553 $ 1,7,301 S .19,257 $ 16,682 S ~.8,8,~ 100,6~9 79,954 - - -100,629 79,954 110,0-10 $. 89,507 $ 17,3QI $. t9.,257:S 127,311 s 108;764 Net Assets: invested in capital ~s.sets, ' - N.e( of re(ated.'debt $ - - 5,45.9 $ 2,350'.S Restricted 26; 132 19, 71~ Uhrestricted ~8:39~ 2i,I12 Iota[ ~et assets $ 49,990 .$ 60,740 .$ 62,7685 66,200 $ 26,~32 -4,290 4,405 22,-685 19~717 .25,517 43, t73 $ 65,030 $ 67,173 S 115,020 S tl0,346 TheCommonw:a. Ln- ~' of ¥irsim;a require~ that counties, as welt as thei¢ financia[ debendent comp. o.~edt units, be financed under a s~n~.[e tax~n~ ~trUcture. Thi~ resutts in-counties ~sEufn~ debt to f~Oan¢e ~pft&[ asse~, such as pubt~c.schoots~ for their component un,ts. For the purpose oT this finahdat statement, the d~ ~ and correlating' '~zset (or portion therefore) is redorded as an asset Add tong-term [i~f[~ty. ¢f the p~m~y· ~overnment. GASB Statement N'o. I4, Lbo Finondo~ Repqktin~ Ent~ reqdires that the Pd~W ~overnm'ent and its component units, which m~e up the tot~ reporting entity, be accouSted for separately on the face of the basic finandiai statements. The net asseb qf the total financial repordn~ entity best represent the entity's finanda[ DOS~t~On. In the ~se' of the r~f . . ?~,.,~;, ~ re~ordn~, ~ enuw, net ~.~s exc~eoed liabilities' by ~I l~,0 ~gp0< ~t June 30, 2u~ 'a 4.~,o increase from June 30~ 2002. ~h.e '--~-~ potion oz the reporun8 . . L~ ~b L . =,~u ~y ~, ,=~ asse:s, $66, i.99~,499, r=~ts investment in caplt~[ ~ssets-(e.8., '~ ' ...... ~=n~, bui~diqg~ and equipment), [ess the ' -- ': o - . ou~s~=nd~= debt ~ss~ia~ed with the ~s-set-~cquisition. ]ne restricted net asse~, wM~h .incre~ed $6,420,673 fro~ ~e previous ye~r~ represent rZsbJrces that are pffmarf[y rose,ed'.for capital projects.. Total asse~ increased 523,220,827 from 2002 primarily, as .a r~su[t of the acquisi¢~n of aJditional office · ~pace. An~ completed constmaction o~ s'eyer~[ ~choo[ buiidin~ renovation and'addition project. Total liabilities a~o increased by S18,547,814 p~mari[y ~ a result of additional bo~ro~ng from the Virginia Pub'[ic. Sdh~o[ Aut~o~ty to finance school construction and Public Fad[~ties Revenu~ Bonds issued to.purchase · additional office space ahd ~o finance upco~in'~ juvenile cou~ improvemehts. COUNTY OF ALBEMARLE, VIRGINIA Statement of Activities Year E6ded J~n~ 30, 20¢~ - .Funcdons/Prog, rams PF~-~' Go¥1ern',men~ · Ge~er~t ~ovemment Judicial ~ministr~don . PubUc s~fe~y PuNic wor~ He~t~ and welfare Edu~t)on · P~F~, r~readon and cu[turM Commun~y development lntere~ on lone-term debt Tot~[ ~owrnment~t occludes ProgF&m Revenues Opjratin~ Cap. ital- Char~e~ for Grants 'and Grants and .~oenses 5endces Contrfbudon~ Contrfbudons $ 7,899,554 $ 5_B5,382 $ 4B0,996 3,178~415 62.4,375 J,936,878 18,022,1~ Z,0~:5,~9 2, I74,207 I5,3~3,~B "31,~DD ~,z~0,653 57,303,3~ 5,3~.060 243,808 5,000 _ I3,5~,113 5,235 2,799,~14 4,572,113 S .139.510.,¢50 S 3.,354,414 S 16.~26.848 $ 126..5~7 S Net (E~pense') Revenue and Changes jn Net Assets Primary G~¥ernment GovernmentaI Component- A~-t~ides Unit (7, I33,I76) S (617, t62) (I 3,832,608) (5,931,695) (67,3~3,3~) (10,772,76.0 (4,572,113) 1I 9,203,131.) S Albemarle Coun~ Pub~ S~noob S 1.10,241.3,66 S GeneraI Reveffues T~xes: Gene~a'l property taxes, real and Cersonat C~her P~yment from County of Albemarle: Educadon Gran~ and contributions not restri~ed td specific programJ U. se ~f ~>roperty )fiYestment Miscellaneous 4.827.876 S 36.298.040 S 871.7D5 'Total ~enera[ revenues Chin~e in net assets Net assets, be~nning of year Net assets, -=nd of year ' The ~ccompans4ng notes to financial statemen~ ~re ~n integra( Dart of this statement. $ (68,243,745') 76,D~Z,SD3 33,782,441 q'4,7~,835 721,570 438,509 263,791 126,019,64-2 S 65,330,729 464,051 2~3,708 66, I00,242 6,816,518 $ (2,143,503) 43,I73_,962 67, t73,.427 COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE: CPA 03-03, Affordable Housing Policy SUBJECT/PROPOSAL/REQUEST: Public Hearing on a proposed Comprehensive Plan amendment to include in the Plan the Affordable Housing Policy developed by the County's Affordable Housing Committee STAFF CONTACT(S): Tucker, White, Cilimberg, Banish, BACKGROUND: AGENDA DATE: February 4, 2004 ACTION: X CONSENT AGENDA: ACTION: ITEM NUMBER: INFORMATION: INFORMATION: ATTACHMENTS: Yes REVIEWED BY: / / The County's Affordable Housing Committee developed the proposed Housing Policy. The Planning Commission held a public hearing on this amendment on October 28, 2003. The Commission recommended approval of the Housing Policy and the proposed text amendments to the Comprehensive Plan. The Board held a work session to review the amendment on January 7, 2004 and recommended moving forward to public hearing on this amendment to receive public comment. This amendment is considered an important implementation step of the Neighborhood Model. STRATEGIC PLAN: GOAL: 3.3 - Promote a variety of safe, sanitary and affordable housing types. OBJECTIVE 3.3.2 - By December 2003, the County will develop policies and ongoing programs that increase affordable home ownership options for households with incomes below 80% of median income. DISCUSSION: One modification has been made to the proposed amendment based on the Board's discussion from the prior work Session. Additional language was added to the strategy that recommends that 15 pement of units in developments be affordable. This strategy now reads as follows: Set specific targets for the development of affordable units for Iow-and moderate-income families with sufficient flexibility to allow for negotiation based on the development's size, location, timeline, and nature of surrounding area. At a minimum, 15% of all units developed under rezoning and special use permits should be affordable as defined by the County's Office of Housing and Housing Committee ora comparable contribution should be made to achieve the affordable housing goals of the County RECOMMENDATION: Staff recommends approval of CPA 03-03, the proposed Affordable Housing Policy and related text amendments to the Comprehensive Plan. Attachments: A--Affordable Housing Policy and Amendments to Land Use Plan Text B--Additional Text Amendments to the Land Use Plan 04.019 ATTACHMENT A Proposed Amendment to the Comprehensive Plan AFFORDABLE HOUSING POLICY Approved by the Albemarle County Housing Committee March 2003 Format Revised July 30 and August 8, 2003 Revised 10/17/03, 1/27/04 PREFACE With the adoption of the Neighborhood Model by the Albemarle County Board of Supervisors and the charge given to address the inclusion of affordable housing in future developments, the Albemarle County Housing Committee created a Housing Policy Subcommittee to draft an affordable housing policy. The subcommittee, staffed by the County's Chief of Housing, drafted an outline of options to be considered in developing the policy. In December 2002, the Housing Committee and Office of Housing convened three focus groups consisting of housing providers (nonprofits, lenders, realtors), developers, and neighborhood representatives to discuss the needs, issues, and recommendations regarding affordable housing and public policy. The result of this work and input is the following proposal offered as an affordable housing policy for Albemarle County. Some previous work had been done leading up to the development of the policy. The Housing Committee and Board of Supervisors first defined affordable housing in July and September of 1998, respectively. The definition proposed in this policy maintains the intent of the previously- adopted general definition. The Board, at the request of the Housing Committee, adopted a Resolution of Intent to Amend the Comprehensive Plan in November 2002. Finally, although not required for the adoption of this policy, the Board approved a request by staffto seek legislation allowing Albemarle County flexibility in creating and Affordable Dwelling Unit Ordinance. This enabling legislation was approved in the 2002 session of the General Assembly. OVERVIEW/BACKGROUND Albemarle County's population has grown from 68,000 in 1990 to 84,000 in 2000 (23.5%). The number of occupied housing units in Albemarle County also grew with owner-occupied units increasing from 11,562 to 20,991 and rental units from 7,361 to 10,885 representing an 81.5% growth in owner-occupied units and 47.8% growth in rental units. While the overall growth in occupied units appears to be consistent with population growth based on an average of 2.5 persons per unit, the trends support the concern that cost of housing for low- to moderate-income households is increasing. These trends include cost burden and fewer affordable units being developed. It should be noted that, according to 1999 income data from the U.S. Census, of 31,916 households, 15, 689 (49.1%) had incomes below $50,000. Approximately 5,500 (17.3%) have incomes between $35,000 and $50,000. These income levels would be equivalent to sixty- to eighty-percent of the area median income. Cost Burden - According to the 2000 U.S. Census over 2000 owner-occupied households (12.4%) had housing costs that exceed 35% of their household income, while 3100 renters (30.7%) had housing costs exceeding 35% of household income. Affordable Unit Development - According to County assessment records 11,632 houses in the County would be considered affordable based on affordability defined as a maximum sales price ATTACHMENT A of approximately $175,000. This represents 43.6% of all houses (26,668). However in 2001 there were only 510 affordable resales dropping to 399 affordable resales in 2002. There were 1404 total sales 2002 including 426 units (28%) defined as affordable (under $175,000). Of the total sales, 318 were new homes of which only 27 of those units (8%) were conSidered affordable. Rental Housing - Most of the County's affordable rental housing (maximum 2-bedroom rent of $725.00) was developed prior to 1998. Four of these are multifamily properties totaling 539 units that have rents restricted by federal low-income housing tax credits. Since 1998, three properties have been developed as unrestricted or family units. While the properties have added over 450 new units only 20 units offer affordable rents. In addition to these units, 97 units of elderly housing was developed with rents restricted by funding sources (bonds and tax credits). Data indicates that the current trends will continue to add pressures on housing affordability that will impact 40% of the County's population. This Comprehensive Plan Amendment has been developed to outline objectives and recommendations that may be used to support the County's desire to increase the number of newly developed units that may be affordable for all rezoning and special use permit applications. DEFINITION Affordable Housing, in general terms means safe, decent housing where housing costs do not exceed 30% of the gross household income. Housing costs for homeowners shall include principal, interest, real estate taxes, and homeowner's insurance (PITI). Housing costs for tenants shall be tenant-paid rent and tenant-paid utilities with maximum allowances for utilities to be those adopted by the Housing Office for the Housing Choice Voucher Program. Affordable Housing is defined, for the purpose of this policy, as those houses affordable to the forty percent of the County population that have household incomes at or below 80% of the area median income. For 2003, the maximum affordable home for purchase (80% median income) would be $172,000 and maximum housing costs (rent and utilities) for tenants would be $787 (50% median income). OBJECTIVES It shall be the policy of Albemarle County to support affordable housing for those who live and/or work in the County. In particular, the County will provide guidance, resources, and incentives to the nonprofit and for-profit development and financing connnunities to increase the supply of affordable housing (both rental and homeownership) for households with incomes between 0 and 80% of area median income by · Promoting safe, decent, and affordable housing options for low- to moderate-income residents of Albemarle County and those working in and desiring to reside in Albemarle County; · Insuring variety/choice in housing and equal housing opportunities; · Creating andpreserving safe, high quality and sustainable neighborhoods; · Understanding diverse housing needs and special needs of various populations; and, · Directing assistance to those populations least able to attain safe, affordable housing through the private sector alone. ATTACHMENT A The County should encourage the preservation of all existing affordable housing units County wide and the development of new housing in a manner consistent with the County's Growth Management Policy. The provision of affordable housing should be focused on the designated Development Areas to be consistent with the Growth Management Policy and to provide homes where a higher level of services and facilities (both public and private) are available to support residents. Affordable housing may be provided in the designated Rural Area consistent with rural area policy and regulations. STRATEGIES AND RECOMMENDATIONS Strategy: c~ Develop and implement necessary regulatory and administrative functions for establishing affordable housing strategies in all applicable development review applications. Recommendations · Develop process to measure and track existing affordable housing stock. · Update annual affordabilityfiguresfor sales prices and rentals based on median income figures provided by the U.S. Department of Housing and Urban Development. · Assess and prioritize housing needs and associated supportive services required throughout the housing continuum. · Develop affordable housingproduction goals based on documented need/demand to address identified housing priorities and to insure that low- and moderate-income households have access to a sufficient supply of new and redeveloped housing units. · Promote the use of the existing density bonus ordinance as a tool to achieve affordable housing. · Work with other County departments and outside agencies to promote a streamlined and timely process for plan approvals. · Implement the adopted affordablepolicy(ies) to the greatest extentpossiblefor all rezoning and special use permit applications. Strategy: c~ Set specific targets for the development of affordable units for low-and moderate-income families with sufficient flexibility to allow for negotiation based on the development's size, location, timeline, and nature of surrounding area. At a minimum, 15% of all units developed under rezoning and special use permits should be affordable as defined by the CountY's Office of Housing and Housing Committee or a comparable contribution should be made to achieve the affordable housing goals of the Coun ,ty Recommendations · Develop procedures to work with developers to phase in affordable units within a neighborhood as described in the Neighborhood Model including the use of regulatory and moneta~ incentives available through the County, its partners and state and federal programs. · Work with the developers and nonprofit housing organizations to create procedures to phase in affordable units in a development and ensuring that such units are compatible with other homes in the development. Affordable units should include both units for sale and units for rent. ATTACHMENT A Promote a design criterion that disperses affordable homes throughout a development and encourages a variety of housing types. Use Master Plans developed in designated development areas as guidance for the creation of affordable units that are scattered throughout the development. Strategy: c2 Develop strategies and mechanisms including security instruments for the initial sale of affordable units to promote long-term affordability and protect direct monetary investments from public resources. Recommendations · Develop procedures for monitoring and enforcing occupancy and resale restrictions required by law and~or funding sources. · Establish afirstright-of-refusalfor the purchase of affordable units for rent or sale by the County and/or its nonprofit partners. · Develop deed restrictions and other mechanisms to insure affordable units developed with County incentives remain affordable for a specific period of time (control period,). Strategy: c~ Expand existing partnerships/programs and create new alliances with the private sector including nonprofit and for-profit housing providers and lenders. Recommendations · -Develop methods for reviewing the processes and effectiveness ofprequalifying and certifying families for purchase or rental units produced. Utilize the nonprofit housing agencies and County's Homebuyer Clubs to identify and prequalify purchasers and renters for affordable houstng units. · Increase access to counseling by expanding the County ~ homeownership education programs and utilizing similar services provided by others. · Continue to support nonprofit housing organizations and help clarify roles and responsibilities for each including, but not limited to, community development, housing development, affordable lending, and housing counseling. · Develop formal and informalproceduresfor dialogue with and among theprivate sector (for-profit and nonprofiO development community to increase production of affordable housing during the rezoning and special use permitting processes. · Foster arrangements between for-profit developers and the nonprofit organizations to facilitate the purchase of lots and/or units and insure occupancy of units by eligible households. · Promote affordable housing by increasingparticipation with the real estate community including representative organizations (mortgage bankers, apartment council, and homebuilders). · Provide encouragement and incentives to nonprofit housing providers for the purchase, construction, rehabilitation and/or management of affordable owner- occupied and rental units. · Promote understanding of the regional nature of affordable housing issues and participate with neighboring jurisdictions in addressing these issues. Strategy: [] Seek additional resources including those through the state and federal governments for the development and/or financing of affordable housing. ATTACHMENT B **Proposed text amendments are in bold, italic and underlined type. See pages 12, 21 and 23 for amendments. Land Use (As Amended July 10, 2002, Pages 8-32) Introduction The Land Use Plan provides direction for physical development in the County. It reflects the "Community Vision Statement" as well as the County's projections for economic, population, and housing demands. It balances these projections against growth management goals and emphasizes the preservation and intelligent utilization of limited resources. The Plan recognizes existing land use arrangements, supporting facilities, and physical development limitations. The Land Use Plan recognizes the County's existence in a regional setting and attempts to integrate the County's physical development with that of neighboring jurisdictions. Such integration may be enhanced by future analysis and cooperative regional planning efforts similar to the cooperative planning occurring among Albemarle County, the City of Charlottesville and the University of Virginia. The Land Use Plan is but one element of the Comprehensive Plan, and must be viewed as interrelated and interdependent with other goals and objectives. Proper Comprehensive Plan decisions must be made by reviewing the Land Use Plan in concert with all other Plan elements. The Land Use Plan provides guidance for development that will be harmonious to the natural and man-made environments and consistent with the County's Growth management goals-which are to channel development into designated Development Areas while conserving the balance of the County as rural areas. The Land Use Plan for Designated Development Areas In this section, the Neighborhood Model, a key component in the Land Use Plan, and its goals are outlined. A general description of Development Areas is followed by functional descriptions of the three types of Development Areas: the Urban Area, Communities, and Villages. Thereafter, General Principles and standards for physical development in the Development Areas, and specific standards for nonresidential land uses are outlined. Finally, the Development Areas are profiled through narratives and maps that convey both descriptive references and visual impressions of land-use relationships. The Neighborhood Model The Land Use Plan relies heavily on the Neighborhood Model that was appended to the Comprehensive Plan in 2001. The Neighborhood Model supports a change in the form of urban development from what Currently exists. It recognizes that, if the Development Areas are to be the primary areas receiving residential growth, density must be increased to at least the Iow end of the ATTACHMENT B density scale that is recommended on the land use plans for the individual Development Areas. To achieve that density, the form of development must change and that form must be more urban and less suburban. Another key element is that master planning process guide growth in the Development Areas. Also included with the Neighborhood Model are descriptions of innovative design tools for creating more urban livable neighborhoods. Master Planning and ordinance revisions require time for writing, adoption, and implementation. It is important that the ordinance revisions are designed and written to be user friendly and that they contain appropriate incentives to encourage the desired higher quality, higher density forms of development as anticipated by the Neighborhood Model. As a result, there will be a time lag between the adoption of the Neighborhood Model and its full implementation. It is intended that the parts of this Plan which do not require a Master Plan or ordinance revision, including but not limited to the 12 Principles described in later paragraphs, will guide a new form of development for the County's designated Development Areas. What the Neighborhood Model Offers The Neighborhood Model seeks to change the form of development from a pattern of sprawling, isolated buildings to a more compact and interconnected design. The Neighborhood Model: 1. Accommodates walkers, bikers, and public transportation so that mobility can be a reality for the elderly, the young, and those with limited access to automobiles. 2. Makes open space integral to overall design so that residents and workers can walk to a public park, experience preserved natural areas, and enjoy public gathering spaces. 3. Keeps buildings and spaces at a human scale so that street views are attractive and pedestrian -friendly. 4. Incorporates varying densities and gradually allows for an overall increase in density in the Development Areas to meet the goals of the Comprehensive Plan. 5. Contains a mixture of residential and non-residential uses so residents have convenient access to work, to services, and to entertainment. Requires interconnected streets within developments and between developments so that pedestrians can walk easily to many destinations, traffic has alternative routes, and car trips are reduced in number and length. 7. Moves off-street parking out of sight and encourages on-street parking. 8. Mixes housing types and markets so that a full range of housing choices is offered within the neighborhood. 9. Emphasizes re-use of sites. 9 ATTACHMENT B 10.Adapts development to site terrain so that natural topography can be preserved. 11. Maintains a clear boundary between Development Areas and Rural Areas. 12. Provides for neighborhoods to have a designated center to bring diverse and continuous activity to a neighborhood. The Neighborhood Model Goals: Goals for the Neighborhoods are as follows: Centers - Neighborhoods within the Development Areas will have centers or focal points for congregating. These may include schools, parks, places of worship, civic centers, or small commercial and social areas. Such features will be an easy walk for most residents in the neighborhood, · Open Space - Each Development Area will offer opportunities for public and private outdoor recreational areas for active and passive recreation. Network - A network of streets, bikeways, pedestrian paths, and bus routes will connect new neighborhoods as well as existing residential areas and nonresidential districts. · Mixed Uses - Neighborhoods will contain a true mix of uses, including residences, shops, and places of employment, as well as civic, religious, and cultural institUtions. Building Placement and Scale - Consideration will be given to massing, height, setbacks, and orientation of buildings so that these characteristics enhance the public realm. In particular, garages will be less dominant at street view than houses. · Alleys - Where topography permits, alleys will provide rear access to parcels, allowing for and facilitating the provision of garages and utilities to the rear of houses. Relegated Parking - Parking for the automobile will not result in an excessive amount of paved area; parking on the street will be the norm, and the preference will be for parking lots to be located to the rear and/or sides of buildings. Variety of Housing Types - Each neighborhood will possess a variety of housing types accommodating a range of incomes. Affordable units will be dispersed throughout the NeighbOrhood and will be visually indistinguishable from other units. Appealing Streetscapes - As the fundamental element of public space within the neighborhood, the street will make the neighborhood inviting with street trees and landscaping. Sidewalks or paths that connect houses to each other and to centers and common areas will be the norm. Walks will connect sidewalks to front doors and main 10 ATTACHMENT B entrances. Transportation Options - Convenient routes for pedestrians, bicyclists, and buses and other transit including light rail will augment the street network. Public transit stops will be located within each Development Area. Walking to them will be safe and convenient. Waiting for transit will be comfortable and a normal part of activity in the Neighborhood Center. General Principle for Land Use in Designated Development Areas: For the County's growth management goals to be achieved, the Development Areas must be attractive places to live and work. The land within the Development Areas must also be used efficiently if designation of these Areas is to realistically help prevent sprawl development. To this end, the Land Use Plan for the Development Areas is designed to concentrate development in the Development Areas, particularly in the locations designated "Urban. Areas" or "Communities." Planning for future development in the Development Areas is at densities higher than in the past, with more varied uses. Furthermore, revised plans for the Development Areas emphasize the County's desire for design strategies that are more characteristic of small, well-planned city neighborhoods or towns than of typical Iow-density suburban areas. Inevitably, some people will experience more significant change than others and will find that nearby land uses may not be the same character as their residential area. However, through careful design of the land use plan and its development standards and recommendations, this situation can be beneficial for the community. Listed below are the principles that guide development of Development Areas. The Development Areas Land Use Plan, as well as subsequent decisions regarding land use in these areas should be reflective of, and consistent with, these principles: 1. Accommodate new growth in the County within Development Areas. 2. Encourage greater utilization of land in designated Development Areas by achieving higher gross densities for residential and non-residential development than in the past. 3. Encourage infill development of vacant lands and development of under-used areas within the designated Development Areas. Development Areas shall not encroach into water supply watersheds, except for the Crozet Community that shall not be expanded beyond the watershed boundary of the Lickinghole Creek detention basin. 5. Avoid development of "Significant Areas" as designated in the Open Space Plan. 6. Discourage extensive linear style development along major roads. 11 ATTACHMENT B 7. All Development Areas shall be served by public sewer and water. 8. Plan for a system of transportation and community facilities and services that support and enhance the Development Areas. Encoura.qe the provision of affordable housin.q in a manner consistent with the County's adopted Affordable Housin.q Policy (See Housin.q Policy, Section --, pp. --, of the Comprehensive Plan). A General Description of Development Areas OBJECTIVE: Direct growth into designated Development Areas. A long-standing goal of Albemarle County's comprehensive planning effort has been to direct development into designated Development Areas. With the continuance of County growth management goals, the current Development Area concept remains a critical planning component. The Land Use Plan, including the Neighborhood Model, presents mechanisms that will provide the best opportunity for the Development Area concept to work. In combination with objectives and strategies presented in the Community Facilities section of this Chapter, this requires establishing in the Land Use Plan a Development Areas concept and design that demonstrates efficient utilization of land and services, while responding to long-term market demands (see Map A). As the Development Areas are intended to capture the wide range of development and land uses necessary in Albemarle County, it should be reco.qnized that complete separation of different uses is not expected. Rather, a balance of efficient land use and appropriate separation and buffering is sought which may result in areas with a variety and mix of uses. Residential uses may end up next to, or near, non-residential uses, with the goal of achieving a harmonious relationship between the two. Functional Description of Development Area OBJECTIVE: Establish functional descriptions of the Urban Area, Communities, and Villages. The Development Areas consist of, among other things, a sense of place and community identity. They are discrete areas with recognizable boundaries and internal connections to the places within. There are, for instance, residential areas and commercial areas and mixed-use areas. However, when viewed in the context of the community as a whole, there is a sustainable mixture of residences, jobs, services, recreation and amenities developed in a form that meets the 12 ATTACHMENT B principles and overall objectives of the Neighborhood Model Three types of Development Areas are traditional to the County's comprehensive planning. As a group, they are intended to provide for the variety of land use designations necessary to meet varied local market demands. They are also considered the focal point for the provision of public services and facilities, either at a countywide or more localized level. There are no minimum or maximum population standards for the different types of Development Areas. It is intended that the functional descriptions guide the development scale of the Urban Area, Communities, and Villages. Determination of boundaries for each Development Area is necessary to distinguish a self-contained geographic place and preclude sprawl of development. For the purpose of accommodating future growth, boundaries do not necessarily reflect entire existing social communities, but instead attempt to delineate areas with some sense of place that contain significant areas of developable land contiguous to existing developed areas. Boundaries are based on resource protection priorities, primarily water supply watershed areas, and the opportunity for the geographic area to be adequately supported by public services and facilities. To the greatest extent possible, boundaries are defined by natural and man-made physical features. Because Development Area boundaries do not follow property boundaries, development proposals may extend outside of Development Areas. For those parcels extending from Development Areas into the Rural Areas, development of the Rural Area portion should not exceed Rural Area densities. The functions of the three types of Development Area are hierarchical, as the following descriptions indicate: Urban Area (Neighborhoods I - 7) Albemarle County's Urban Area, together with the City of Charlottesville, serves as a regional urban center. It is intended to provide for a full variety and range of land uses and densities, both residential and non-residential. It is intended to be more urban, or "city like," in character and less suburban. It is to be supported by a full range of public utilities, facilities, services and amenities. The Urban Area is comprised of: 1. A full array of residential types and densities with an urban character of development. 2. All service levels of retail, professional business, and industrial activities (See service-level descriptions in the Land Use Designations" section below). 3. Regional employment centers. 4. Regional water and sewer services. 13 ATTACHMENT B 5. Extensive urban and regional public facilities and services. 6. Access from. inter-county and major intra-county roadways and transportation services. 7. Geographically defined neighborhoods that: Contain well-defined residential areas, which are well integrated with non-residential areas and may include any of the land use designations defined in the "Land Use Designations" section: open space, transitional, neighborhood service, community service, regional service, office/regional service, or industrial service; Are supported by transportation systems that include interconnected streets, pedestrian paths, bicycle circulation systems, and mass transit. Communities Communities are smaller urban centers that are geographically removed from the Urban Area. Like the Urban Area, they provide for a full variety and range of land uses and densities, both residential and non-residential. They are intended to be more urban, or "town like" in character. Communities are to be supported by a full range of public utilities, facilities, services, and amenities. Communities consist of: 1. Urban centers geographically removed from the Urban Area. Full range of residential uses and densities and the full range of non-residential uses described in the Land Use Designations section. 3. Community core of mixed service and residential use, including community and/or regional services. 4. Regional employment centers. 5. Well-defined residential areas. 6. Major intra-County roadways linked to the Urban Area. Residential areas supported by an integrated and interconnected system of streets; pedestrian and bicycle circulation systems; neighborhood commercial, professional, business, and public 14 ATTACHMENT B service uses; and public water and sewer. 8. Public facilities supporting the Communities and surrounding County areas. Villages Villages provide for a specialized opportunity to accommodate growth. It is anticipated that future Villages will more likely be established based on public requests rather than County initiative. Therefore, more detailed design guidelines for future Village designation are provided. Review of future requests for Village designations should be based on these guidelines as well as other applicable goals, objectives, strategies, standards and recommendations of the Comprehensive Plan. Village Development/Design Guidelines Villages are places that combine the feeling of "country living" with the amenities of a Development Area. Villages consist of: A variety of housing types including single-family, two-family and townhouse units, with a gross density not to exceed 6 dwellings per acre. A village center of mixed service and residential uses. Such uses shall be limited to neighborhood scale services, including convenience shopping, other general retail and service uses, medical and professional offices, and accessory apartments and attached housing. Public sewer and water systems. This reflects a concern that, without public utilities, it is not possible to achieve village density or land use patterns which, in turn, serve to protect farmland and rural open space. It also reflects concern for protecting the environment, and for the economical and reliable provision of sewer and water services. 4. Public facilities which support the Village and the immediate surrounding Rural Area. A linkage to the Urban Area and City of Charlottesville by roads with adequate capacity (traffic-carrying ability, safety considerations, physical condition)in order to move residents conveniently between the Village and the urban core. This guideline reflects a concern f.¢o~r using, but not 15 ATTACHMENT B overloading, the County s main roads (arterial and major cOllector), and a concern that minor roads (minor collector and local) not become subjected to traffic loads which they cannot tolerate, or which alters their character over time. This also reflects a concept of a Village as including some local services, but not major community or regional services, which are better, provided in the Urban Area. Designated Village Development Areas that are located at places where historically a settlement has existed. The proposed design should be a logical and harmonious outgrowth of what currently remains of that settlement. Most often, such locations will be at a crossroads, which provides a central focus for village activities. A proposal for an entirely new village location should demonstrate that it maintains this principle of a central village area at the logical confluence of streets and movement patterns. Development around a focal point, such as a public building, main street, park, greenway, or other open space or common area. Preferably, this focal point would incorporate an existing natural or cultural amenity. Within a proposed Village, development shall emulate historic' regional patterns of village density and design, such that the feel of a traditional village is created. Elements, which can contribute to such a quality, coUld include: · A rectilinear or interconnecting street pattern without cul-de-sacs; · Connections to existing streets; · Compact lots; · Shallowfront/sideyard setbacks; · A village center of mixed uses and public facilities and spaces; · Walkways and paths which encourage pedestrians to be the dominant mode of travel within the village center; and · Preservation and reuse of existing structures. 16 ATTACHMENT B "Edge treatments" in keeping with the Neighborhood Model. Where the boundaries of the Village meet the Rural Areas, new development should be sensitive to existing character in the rural areas. A unified Village plan developed in accordance with the requirements for a planned development. In particular, the impact of the plan on existing development should be emphasized. It is expected that consideration will be given to the needs and wishes of those already living and owning property in the area. Infill Development Policy OBJECTIVE: Facilitate inflll development, including redevelopment of existing structures or new development of vacant and under- utilized areas, within existing Development Areas. For the purposes of this Plan, infill development is defined as the establishment of new land uses, either residential or non-residential, on undeveloped or under-developed sites within the designated Development Areas. Infill development is considered one of the key initiatives for implementing the growth management policy and is encouraged for the following reasons: · To use Development Area lands in the most efficient manner possible. · To discourage sprawl development. · To maximize the use/support of community services and facilities (roads, utilities, transit, other services). In the Development Areas, undeveloped areas consist of both small tracts of land (5 acres or less) and large tracts (over 100 acres). The reasons why these areas have not developed to date vary, but the primary reasons which can be cited are: The property owners desire to retain existing use and/or are unwilling to sell for development at this time. Physical characteristics such as topography (slopes, soils, streams), size/shape of property make development more difficult as well as incompatible existing adjacent uses. Condition of existing roads, utilities or possibly other community services are not able to accommodate anticipated scales of development. 17 ATTACHMENT B Proposed public projects on, or near, vacant areas often affect planning and development potential of an area. Also, the cost to develop infill lots is often relatively high compared to other sites. This is due to the fact that these areas are often surrounded by developed or zoned properties which tend to escalate the speculative value of the property. The potential for public/neighborhood opposition to new development proposals adjacent to existing developed areas can also limit developer interest, particularly for smaller sites. Consideration of permitting more intensive uses or densities on some properties may be necessary to offset development costs including measures necessary to minimize impacts of development. A commitment of the County to support infill development proposals consistent with the Comprehensive Plan is essential in facilitating infill development. To help achieve infill, an inventory of undeveloped and underdeveloped properties within the County's urban neighborhoods, communities, and villages which are available for development should be updated annually. The Master Planning effort for each Development Area will help to implement infill development and will address impediments limiting the opportunity or attractiveness of sites for development. It will also encourage market forces to operate in a manner that makes these areas attractive for development. This commitment will include making changes to existing ordinances and the adoption of new ones to encourage infill development and/or the participation by the County in infrastructure capital projects designed to promote infill development. Strategies for Infill Development Strategy Plan/provide for necessary infrastructure improvements that are currently impediments to development of vacant sites. Recommendations: Schedule public improvements needed to support/encourage infill development within undeveloped portions of the Development Areas; Develop plans for proposed public projects in a timely fashion so that they may be incorporated into new developments, as necessary. Strategy: Provide for greater flexibility in type of use and density of development. Recommendations: 18 ATTACHMENT B · Provide for greater flexibility in gross development densities within the Land Use Plan residential categories, with a focus on increasing gross densities. · Consider rezoning vacant properties designated for residential use to reflect the recommended densities of the Land Use Plan. · Support innovative development and design concepts, particularly those that maximize gross density of development. · Promote a mixture of uses for new development and redevelopment. Strategy: Consider greater flexibility in development regulations which may limit development opportunities (without compromising issues of general health or safety). Recommendations: Evaluate and amend zoning and subdivision regulations in a manner that results in opportUnities for increased development densities (including, but not limited to: critical slope regulations and open space requirements; reduction of area requirements for planned developments; density bonus provisions; commercial parking requirements, subdivision street and lot access requirements; possible impediments to "alternative" development designs). · Utilize the Open Space Plan Development Area Composite Maps as a guide for waiver requests from the critical slopes regulations. Land Use Standards for Designated Development Areas Land Use standards provide guidelines for development which are consistent with the Growth Management goals and are in keeping with the man-made and natural environment. These standards provide the basic framework for the review of development proposals for the Development Areas, in conjunction with other applicable ordinances and regulations. The twelve principles contain the characteristics which the Development Areas are to reflect at buildout. However, it is recognized that as individual proposals are considered, all of the principles of the Neighborhood Model, listed as the General Land Use Standards, below, may not be equally applicable to any specific proposal. All proposals will need to be considered in a more global context, particularly as they relate to the mix of uses. It is recognized that there are multiple applications of the principles of the Neighborhood Model and balanced, rational and reasonable application of those principles is expected. 19 ATTACHMENT B General Land Use Standards Standards that apply to all types of development in the Development Areas are provided as "General Land Use Standards." These standards include the twelve principles of the Neighborhood Model. More specific standards for non-residential and residential land uses are provided to address the different Iocational and surrounding character aspects of those categories. General Land Use Standards for Designated Development Areas Pedestrian Orientation - A pedestrian orientation should be reflected throughout the Development Areas. Sidewalks and pedestrian paths should be provided in new developments, redevelopment projects and in County projects funded through the Capital Improvements Program. Neighborhood-Friendly Streets and Paths -- Streets should be recognized for their function within neighborhoods rather than merely transportation routes for cars. Curb and gutter, sidewalks and street-trees help to give streets a more human scale. Interconnected Streets and Transportation Networks -Connections between developments with an appropriately scaled transportation network, should be provided to maximize a sense of community and provide additional transportation links. Emphasis is placed on linkage between developments and just not within each development. Minimize t The impact of developments should be minimized on major roads to the greatest extent feasible by limiting access points to major roads arterials such as Route 29, by providing side street access, service roads, and/or joint accesses. Provide for Ultimate future transportation improvements and new road locations should take place through the reservation of adequate right-of-way and by designing and constructing utilities in a manner consistent with planned transportation improvements. While interconnected street systems will be the primary form of interconnection, other modes of travel should be incorporated into the transportation system including bikeways, pedestrian paths and mass transit. Parks, Recreational Amenities, and Open Space - Parks and recreational amenities should become centralized features in the Development Areas and in individual developments. Important environmental features, such as floodplains, critical slopes, and forested areas shown on the County's Open Space Plan, should be protected and preserved as open space. Development should be concentrated and clustered around these features to the maximum extent possible and provide vistas for public enjoyment. Existing forested areas acting as buffers between subdivisions should be maintained. Neighborhood Centers - A neighborhood center provides a focal point for residents and pedestrians. Centers may be employment hubs, areas of mixed uses, parks, places of worship, or other activity areas. Centers should be recognized and enhanced within neighborhoods. New centers should be built with pedestrian access in mind. 20 ATTACHMENT B Buildings and Spaces of Human Scale - New and redeveloped buildings should be sited and arranged to emphasize a positive relationship between pedestrians and buildings and to provide appropriate spatial enclosure. As a rule, building orientation should be to public streets and to private streets when the private street is in located in front of the building. Yards should be shallow in order to allow for good spatial enclosure. Massing and scale should be appropriate to the area in which buildings are proposed. Attention should be paid to architectural details. Relegated Parking - Parking should be located to the side and rear of structures and generally should not be the dominant feature seen from the public road or other adjacent areas. New development or major redevelopment design plans should include features to prevent impact from impervious surfaces on water quality. Parking areas, roads, and other impervious areas should meet only the reasonable needs of the proposed use and possible future uses. Avoid parking areas which exceed that which is necessary for the anticipated development. For large retail developments, parking capacity needed only on a few peak shopping days of the year is amenable to design alternatives to flat blacktop. Mixture of Uses --Where appropriate, residences can exist side-by-side or within close proximity to shops and places of employment, as well as civic, religious, and cultural institutions. Mixture of Housing Types and AffordabilitymThe Development Areas should reflect a variety of housing types and costs and be provided in a manner consistent with the Count's adopted Affordable Housing Policy (See Section --, of the Comprehensive Plan). Unless a mixture of housing of housing can be found in close proximity to an infill site, new development proposals should offer a variety of housing types for different income levels. The Development Areas are recognized as the most appropriate places in the County for affordable housing. Provision of services to the Development Areas as well as a more compact area for development increases opportunities for use of transit. The Development Areas also offer opportunities for housing to be in close proximity to jobs, shopping, parks, and public schools. Affordable housing should not be built in "enclaves; rather, it should be incorporated into new housing developments and units should have a similar exterior appearance to other units in the neighborhood. Redevelopment-The County and developers alike should concentrate on redeveloping existing sites where the capacity of development has not been met. Adding second stories to buildings and mixing residential uses with commercial uses make for better urban/rural relationships and can reduce pressure to expand the Development Area boundaries. Adaptive re-use of historic buildings to uses which preserve the building's architecture and site character should be encouraged as a method of historic preservation. 21 ATTACHMENT B Site Planning that Respects Terrain - New development and redevelopment should reflect sensitivity to existing grades to the greatest extent possible and promote architectural design that fits into grades. Emphasis should be placed on preserving areas of environmental sensitivity shown on the Open Space Plan. Where extensive grading is necessary, site grading should result in slopes that are attractive, functional, easy to maintain, and which promote interconnectivity of parcels. Clear Boundaries with the Rural Areas -Distinctive boundaries should be made between the Development Areas and the Rural Areas. In most cases, development should abut the rural boundary rather than transition down to it. Fiscal Impact Analyses - The County should continue to consider fiscal impact models and studies when evaluating future land use changes prior to rezoning approvals. Appropriate planning/phasing of development to match service/infrastructure availability and capacity should be established. Specific Standards for Residential, Commercial, and Industrial Land Uses Residential Land Use Standards In addition to the general standards noted above, residential standards are presented here as a basic framework to guide future residential development proposals. It should be recognized that substantial changes in the economy, housing market, and housing industry may warrant flexibility in the application of these standards. These standards are intended to encourage the provision of various housing types and provide for affordable housing. It is intended that all dwelling types and forms of ownership be permitted within the County. Residential Densities and Relationships to Other Land Uses The twelve principles of the Neighborhood Model do not speak directly to density; rather they describe the characteristics desired in the physical development of the land. These physical characteristics are expected to enhance opportunities for greater densities. It should be understood that, in the short term, an overall increase in density may or may not occur as a result from the adoption of the Neighborhood Model. However, it is intended that where possible, and practical due to terrain, availability of public utilities and adequate public infrastructure and consistency with the Neighborhood Model, that overall development density, be at as high a level as practical. 22 ATTACHMENT B Provide for affordable housin.q units for Iow and moderate-income families. Set specific targets for the development of affordable units with sufficient flexibility to allow for ne.qotiation based on the development's size, location, timeline, and nature of the surrounding area. At a minimum, 15 percent of all units within development proiiects should be affordable as defined by the County's Office of Housin.q and Housinq Committee or a comparable contribution should be made to achieve affordable the housinq qoals of the County. Encourage the use of the bonus provisions of the Zoning Ordinance to increase density and provide for affordable housing is encouraged. Where demonstrated, by economic or other considerations, that density in excess of that recommended by the Plan is warranted to accommodate an affordable housing proposal, a reasonable density increase should be provided. In rezoning deliberations, the County should be mindful of the intent to encourage inflll development, contain most future growth within designated Development Areas, and avoid rural development pressure. Unless contrary to matters of public health and safety, residential rezoning to the upper end of the Comprehensive Plan recommended land use density- ranges (i.e. Neighborhood or Urban scale) should be favored even if the density exceeds that of surrounding developments. Maintenance of the integrity of residential areas can be accomplished with standards for the relationship of residential use to adjacent non-residential uses. Buffering, screening and physical separation of non-residential uses can alleviate such relational problems. The current provisions of the Zoning Ordinance addressing the screening of objectionable features and dissimilar uses provide for appropriate protection. These features should be retained. In addition to these regulatory requirements, care should be taken in residential design to provide for buffering, orientation, and other measures to avoid conflicts with surrounding uses. Identification of appropriate land use relationships is important in applying land use designations as well as in considering development proposals. 23 COUNTY OF ALBEMARLE EXECUTIVE SUMMAR~9_ol_o4Ao2:,~ 1 RCVD AGENDA TITLE: Quarterly Financial Report SUBJECT/PROPOSAL/REQUEST: Presentation of the Year to Date Quarterly Financial Report for the Six Months Ended December 31st. STAFF CONTACT(S): Messrs. Tucker, Breeden, Walters; Ms. White AGENDA DATE: February 4, 2004 ACTION: CONSENT AGENDA: ACTION: ATTACHMENTS: REVIEWED BY: BACKGROUND: ITEM NUMBER: INFORMATION: X INFORMATION: The attached Quarterly Financial Report provides information on the county's general fund and fund balance as of December 31,2003. Also included is a bar chart that compares current year revenue and expenditure data with data from the previous year. -DISCUSSION: (Sin millions) A. Attachment A: General Fund Quarterly Financial Report: 1. Revenues: The Department of Finance estimates that current year General Fund revenues, not counting other fund transfers or fund balance appropriations, will exceed the July 1, 2003 appropriated budget by $3.478 million, 2.44%, an increase of $0.280 million from the September 30, 2003 Quarterly Financial Report. Real Estate Tax revenues are estimated to exceed budgeted revenues by $1.678 million, which is a $0.126 million dollar increase over the September report. The increase is primarily due to the final 18.7% January 1, 2003 reassessment rate and additional new construction, both of which substantially exceeded the preliminary rates used for budget preparation. Personal Property Tax revenues, exclusive of PPTR, are estimated to exceed budget by $0.342 million, a slight $0.030 million dollar increase since September, mainly due to new vehicle sales, stabilizing used vehicle values, and a slight increase in business equipment pumhases. Total personal property revenues, inclusive of PPTR, are estimated to exceed budget by $0.993 million Sales Tax revenues are estimated to exceed budget by $0.450 million due to the moderate economic recovery that appears to be taking hold. This is an additional $0.238 million since the September report. Utility Tax revenues are estimated to exceed budget by $0.201 million, another $0.168 million dollar increase since September, due to a greater than anticipated increase in cellular receipts offset by a slight decrease in power company receipts. Landline telephone receipts should be relatively stable. Other Local Taxes are expected to be approximately $0.297 million over budget, due to additional Public Service Tax and Clerk fees offset by reduced Machinery & Tools tax revenues. This is slightly higher by $0.227 million than reported in September. Other Local Revenues are still estimated to be lower than budgeted by approximately $0.173 million, just slightly lower than the $0.159 million potential shortfall reported in September. This lower than anticipated collection in other local revenues is due to greater than anticipated recordation and seller tax receipts offset by reduced interest earnings due to continued Iow rates. AGENDA TITLE: Quarterly Financial Report February 4, 2004 Page 2 State revenues, inclusive of PPTR, and Federal revenues are estimated to exceed budget by $0.659 primarily due to greater than anticipated PPTR and Social Services reimbursements. However, this estimate is $0.282 million lower than reported in September largely due to reduced Compensation Board reimbursement expectations. Use of Fund Balance is estimated to exceed budget by $2.459 million due to additional appropriations as detailed in the Fund Balance Report, attachment C. Use of Other Funds is estimated to be $0.134 less than budget due to anticipated reduced E911 transfers. Expenditures: Total expenditures, including transfers, are within appropriate levels (47.3%) for the first six months of the fiscal year. · Departmenta expenditures are at 48.8% of current budget No attempt has been made to revise expenditure estimates based on the first six months of the fiscal year except for supplemental appropriations. Revised Revenues less .Revised Expenditures (yellow boxes in right hand corner): Revised revenues less expenditures show a projected $3.331 million savings by the end of this current fiscal year (June 30, 2004) based on the January revised revenue estimates and supplemental appropriations. This is a net $0.277 million increase since the September Quarterly Financial Report. Available Fund Balance is $0.184 million, which reflects the revised FY04 revenue estimates plus the FY03 carryover reduced by approved supplemental appropriations. This is a net decrease of $1.451 million since the September Quarterly Financial Report, due to the transfer of $1.070 million in FY03 expenditure savings to the Capital Improvement Program according to year-end carry-over policy and additional appropriations of $0.520 million since September, consisting mainly of $0.276 million for the FY04 deferred compensation increase a nd $0.182 million to restore frozen positions in the FY04 budget. Preliminary Projected End-of-Year Available Funds are estimated to be $3.515 million, which includes $0.184 million in available fund balance, plus the net projected revenues of $3.331 million. Attachment B: Annual BudRet Comparison Report as of December 31, 2003 This bar-chad-based report tracks changes in revenue and expenditure changes over time: Revenues: · Revenues from real estate property taxes are anticipated to increase over both last year and the July 1,2003 Appropriated Budget. The local share of personal property taxes is anticipated to increase over both last year and the current year budget. This reflects only the 30% share with the other 70% shown as part of the PPRT revenues in the state revenue category. · Revenues from sales taxes, utility taxes, meal taxes and other local taxes and revenues are also anticipated to increase over both last year and the current year budget. · State revenues show an increase over both last year and the current year budget. 2 AGENDA TITLE: Quarterly Financial Report February 4, 2004 Page 3 · Federal revenues remain fairly level corn pared to last year and the current year budget. Expenditures: This report shows minor increases in FY03/04 over FY02/03 in all functional areas. Transfers to the School Division show an increase over last year. Attachment C: Fund Balance Report This report indicates that the County: 1. Has an audited FY03 balance of $16.773 million; Appropriated $3.588 million from the fund balance for budgeted FY04 projects and supplemental items, which reduce the fund balance as of December 31st to $13.184 million. All approved appropriations are listed on Attachment C. Has committed to maintain a minimum fund balance of $13 million for cash liquidity purposes. The $13 million remains within the County's financial policy of maintaining a fund balance "equal to or no less than 8% of the County's General Fund plus School Fund." 4. Remaining fund balance is $0.184 million. Fiscal Impact Discussion 1. Current Year Revenue Estimates are based on January 15th Department of Finance revised estimates, which look at FY03 actual revenue collections, as well as any trends from current year collections. Economic related revenues, i.e. sales, meals, transient, continue to show improvement and both real estate and personal property tax collections should exceed budget. The projected $3.515 million in available funds for the end of fiscal year 2004 is positive information for the Board to have as the FY05 budget worksessions proceed. Some of these projected carry-over funds may be available for one-time initiatives in either the operating or capital budgets for FY2005. = Should the Board decide to implement the $0.02 cent tax rate reduction, the anticipated end-of-the-year balance would be reduced by approximately $1.0 million dollars or half of the anticipated annual savings from lowering the tax rate. Therefore, FY04 available funds seen at the bottom of Attachment A would be reduced to $2.515 million. RECOMMENDATION: Staff recommends acceptance of the Second Quarter Fin ancial Report for FY03/04. 04.017 3 0 ~ (N (~t CO CO 0 o. o q o. suo.ll!W u! $ % % % % % % % % suo!ll!W u! $ COUNTY OF ALBEMARLE EXECUTIVE SUMMARY 2c)-0t-04A02: ~ 1 RCVD AGENDA TITLE: FY05 Updated Revenue Projection Update SUBJECT/PROPOSAL/REQUEST: Update on FY05 Revenue Projections and Budget Guidance AGENDA DATE: February 4, 2004 ITEM NUMBER: ACTION: X IN FORMATION: CONSENT AGENDA: STAFF CONTACT(S): Mr. Tucker, Ms. White, Mr. Breeden, Mr. Walters BACKGROUND: ACTION: INFORMATION: Each January, the Department of Finance updates the preliminary revenue projections for the current and upcoming fiscal years. These updated revenue estimates are an additional step in the budget preparation process and revise the basis of the recommended budget proposals to come before the Board of Supervisors next March. In October 2003, Fiscal Year 2005 General Fund revenues were projected to be $158,221,997 or a $13.4 million 'dollar increase (9.2%) over the FY04 budget. The most recent January revenue projection indicates that total General Fund revenues are estimated to be $159,578,455, a $14.7 million dollar increase (10.2%) over FY04 budgeted. This change reflects a $1.356 million dollar increase over the October projection. DISCUSSION: FY 2005 Revenue Revisions/Preliminary Estimates The attached chad (Attachment A) shows the changes in the FY05 revenue projections (Column C-B) since October, as well as the revised projected revenue increases (Columns C-A) over the FY04 budget. Highlights of those changes are: Local revenues, including PPTR, account for a $14.1 mllion dollar increase (10.7%)over the FY04 budget. State and Federal revenues, excluding PPTR, account for a $0.705 million dollar increase (6.5%) over the FY04 budget. Real Estate revenues are projected to increase by $10 million (15.4%) over FY04, which is a slight increase of $0.623 million since October, primarily due to new c~)nstruction as well as an increase in the anticipated reassessment rate from15% to 16%. The January reassessment is currently anticipated to be in the range of 15% to 20%, so 16% still reflects a fairly conservative estimate at this point. On the national and state levels, real estate value increases have begun to slow down. Locally, we are still experiencing a very active market. The FY05 estimate is based on the current $0.76 tax rate. Personal Property Tax, including PPTR (Personal Property Tax Relief) Personal Property Tax revenues, inclusive of PPTR, are estimated to increase $1.96 million (7.6%). This is a slight $0.139 million decrease from the October 2003 preliminary projections primarily due to a small decrease in the coil ection percentage. Although FY04 revenues were conservatively budgeted, the economy now appears to be in a midst of a moderate recovery with new car purchases continuing at record levels and vehicle values appearing to have stabilized. AGENDA TITLE: FY05 Updated Revenue Projection Update February 4, 2004 Page 2 The state reimbursement rate continues to be set by The General Assembly at 70% of the first $20,000 of assessed values for calendar years 2003 and 2004. Although the rate has not been set for FY05, the Governor's Budget proposes increasing reimbursements to 77.5% for 2005, 85% for 2006, 92.5% for 2007, and 100% for 2008 Public Service Tax Revenue is estimated to increase $0.190 million (10.2%), which includes a slight increase of $0.130 million over the October 2003 preliminary projections, due to increased railroad traffic. Mobile Home Tax Mobile Home Tax revenues are estimated to be approximately the same. Machinery and Tools Tax Machinery and Tools Tax revenues are estimated to decrease $0.234 million (24.9%), due to plant closings and relocations over the last several years. Prior Year Collections and Fees Revenues are estimated to increase $0.317 million (22.4%), due to augmented compliance efforts and improved economic conditions, although they have decreased slightly by $0.049 million since the October projection. Sales Tax Local Sales Tax revenues are estimated to increase by $0.950 million (9.0%), which is a $0.266 million increase over the October 2003 projection. The projected increase is due to improved economic conditions, which are expected to continue. Business License Fees Business License Fees are estimated to increase $0.341 million (4.9%) over the FY04 budget primarily due to strength in the retail merchants and home improvement/repair sectors of local business activity. This projection is up slightly since the October projection by $0.078 million. Motor Vehicle License Fees Motor vehicle license revenues are estimated to be approximately the same. Utility Taxes Utility Taxes are estimated to increase over the FY04 budget by $0.302 million (4.5%) up slightly from the October projection by $0.059 million. The projected increase is primarily due to continued expansion and reliance on cellular service by both business and residential customers. Meals Tax Meals Tax revenues are estimated to increase $0.162 million (4.1%) due to the continued shift from home consumption to outside prepared meals. Other Local Tax Sources The remaining local tax sources (i.e., recordation, transient occupancy, and miscellaneous local taxes) are estimated to increase by $0.30 million (13.6%). The increase is primarily due to continued strong real estate purchase and refinancing activities. Other Local Revenue The $0.189 million (4.8%) decrease in the Other Local Revenue category has been revised slightly upward by AGENDA TITLE: FY05 Updated Revenue Projection Update February 4, 2004 Page 2 $0.106 million over the October projection. This net revenue decrease is impacted by several items. Interest income is estimated to decrease $0.24 million (68.1%) on County funds deposited in banks due to Iow interest rates and cash balances as well as a $0.150 million (100.0%) decrease in rent from the Wachovia Building. These decreases are somewhat offset by net increases from various recovered costs, service fees, and traffic fines. State Revenues(excluding PPTR) State revenues, excluding PPTR, are estimated to increase by $0.501 million (7.1%) primarily due to increased distributions from ABC profits, Social Services reim bursem ents, and additional 599 law enforcement funding. This estimate reflects an additional $0.365 million in revenues since the October projection, primarily in the Social Services reimbursement revenues. Federal Revenues Federal revenues are estimated to increase $0.204 million (5.3%) primarily due to increased Social Services reimbursements and new Department of Justice COPS grants. These revenues have decreased slightly since the October projection by $0.093 million. Transfers Transfer revenues are estimated to decrease $0.67 million (3.0%). This line reflects transfers from other funds, such as the E-911 Fund, the Tourism Fund, and others, where they were originally reported as revenues into the General Fund to support applicable general government program operations. Revised Allocation of New Local Tax Revenue between General Government and the School Division Attachment B is provided to point out two things: one, the change in local tax revenues since the October projection (both the October an d January local tax estimates have been revised to reflect a $0.74 cent tax rate, as requested by the Board); two, the distribution of those revenues between the school division and local government based on the 60/40 split. The change in local tax revenues over the October projection shows an increase of $0.980 million with an annual increase of $11.9 million over the FY04 budget after the $8 million revenue sharing payment is transferred to the City. After subtracting the transfers to the ca pital and debt servi ce funds, a pproximately $10.324 million is available for general government and school division operations based on the revised January projections. Of the $0.980 million increase from the October to January projections, the school division will receive an additional $587,942 and general government will receive an additional $391,961. As shown in the yellow box, this reflects an increase of $6.194 million for the school division and $4.130 million for general government. RECOMMENDATION: Staff recommends that the Board accept the updated FY05 Revenue Projections and approve the revised allocation of the increased Ioca~ tax revenues between general government and the school division. 04.016 3 UPDATED GENERAL FUND REVENUE PROJECTIONS Fiscal Years Ended June 30, 2004 and June 30, 2005 Description Property Taxes Real Estate, Current Personal Property (incl. PPTR), Current Public Service, Current Mobile Home, Current Machinery & Tools, Current Prior Year Collections & Fees Subtotal, Property Taxes Other Local Taxes Sales Tax Business License Fees Motor Vehicle Licenses Utility TaXes (Consumer & Consumption) Meals Tax Transient Occupancy Tax Other Subtotal, Other Local Taxes Other Local Revenue (A) (a) (C) (C) -(B) Appropriated Oct Prelim January Variance Budget Estimate Estimate 01/04 - 10/03 FY 04 (1~ FY 05 (2) FY 05 (3) ..FY 05 Attachment A (c)- (A) Jan FY04 Esfiroate less Budget $ Inc/(Dec) % Inc/~Dec) Subtotal, Local Revenues (incl. PPTR) State Revenue (excluding PPTR) Federal Revenue Subtotal, State & Federal Revenues $65,134,260 $74,521,718 $75,145,350 $623,632 $10,011,090 15.4% 25,727,423 27,825,181 27,685,516 (139,665) 1,958,093 7.6% 1,874,416 1,933,770 2,065,000 131,230 190,584 10.2% 75,363 74,905 74,000 (905) (1,363) (1.8%) 939,231 707,690 705~ 890 (2,000) (233,541) (24.9%) 1,415.200 .1,781,250 1,732,750 (48,500} 317,550 22.4% 95,165,893 106,844,514 107,408,306 563,792 12,242,413 12.9% Total, GENERAL FUND REVENUES Transfers 10,550,000 11,234,000 11,500,000 266,000 7,029,920 7,293,500 7,371,000 77,500 2,184,116 2,150,000 2,185,000 35,000 6,719,953 6,962,500 7,021,950 59,450 3,988,200 4,150,000 4,150,000 0 575,000 600,000 550,000 (50,000) 1,602,482 1,876,500 1,924,500 48,000 32,649,671 34,266,500 34,702,450 435,950 3,931,209 3,636,215 3,742,197 !05,982 Total, GEN. FUND REVS. & TRANSFERS Fund Balances 131,746,773 144,747,229 145,852,953 7,016,727 7,152,673 7,517,481 3,873,142 4,170,010 4,077,060 10,889,869 11,322,683 11,594,541 Total, GENERAL FUND ~ 156.069.912 157.447.495 2,197,618 2,152,086 2,130,960 ~44.834.260 ~ 159.578.455 ~,129 699 0 0 950,000 9.0% 341,080 4.9% 884 0.0% 301,997 4.5% 161,800 4.1% (25,000) (4.3%) 322,018 20.1% 2,052,779 6.3% $145.963.959 ~ $159.578.455 (1) Reflects July 1, 2003 Appropriated General Fund FY03/04 Budget (2) Finance Department Preliminary Revenue Projections as of October 20, 2003 (3) Finance Department Updated Revenue Projections as of January 22, 2004 (189,012) (4.8%) 1,105,724 14,106,180 10.7% 364,809 500,754 7.1% (92,950) 203,918 .5..3% 271,859 704,672 6.5% £21,126) (.66 658) .(3.0%) ~ 14.744.195 ~ _0 (1,129 699) -(100.0%~ _$1.356.457 9,30/0