Mecklenburg County – Asset and Facility Management
July 2015
Monthly Report
Department Overview
Asset and Facility Management (AFM) comprises of Design and Construction Project Management, Facility
Maintenance and Operations, Security Services, Real Estate Management, and Fleet & Courier Services.
•
“Bringing Mecklenburg County to You” (master plan projects): The design consultants and the construction
managers at risk (CM@Risk) are collaborating intensely on refining design options and estimating project costs
and schedules for the Land Use and Environmental Services Agency (LUESA) Relocation, the MEDIC Relocation,
and the Valerie C. Woodard Center Renovations. This collaboration includes design/constructability reviews,
construction cost reduction reviews and strategies to reduce the construction timeline. The design consultant for
the Government District project is in the midst of refining the scope and programming for the departments
identified to relocate during the initial phase of the project.
•
Design and Construction Project Management: The Aquatics Center Renovation started construction on June
29. The facility will be closed for approximately one year during the renovation work. Initial sub-contractor bids
exceeded the available budget; however, after extensive value engineering exercises with Park & Recreation,
Asset and Facility Management, LS3P (architect) and Balfour Beatty (CM at Risk), the project was able to be
brought back within budget. While a couple of weeks were lost during the value engineering exercise, the
contractor believes the delay can be absorbed in the overall schedule.
•
Facility Maintenance and Operations: Bids were received and contracts awarded for re-paving the parking lots at
the Crisis Assistance Ministry, Second Harvest Food Bank and Independence Library, and replacing the
emergency generator fuel tank at the WTVI facility on Caldwell Road.
Key Performance Indicators
Ninety-three percent of construction and Capital Reserve projects have been completed on schedule over the past 12
months.
Context for Key Performance Indicators
Fifty-five Construction and Capital Reserve projects were completed over the past 12 months. Projects completed in
June included:
•
•
•
•
•
•
Irwin Creek Greenway-Cedar Yards Section
Marion Diehl Recreation Center (RC) - Replace roof
Work Release & Restitution Center (WRRC) - Repave Parking Lot
McDowell Nature Preserve - Replace roofs on 10 facilities
South County Regional Library - Replace Cooling Tower and control system
Charlotte Mecklenburg Senior Center - Replace Heating Ventilating Air Conditioning (HVAC) and control system
Mecklenburg County – Board of Elections
July 2015
Monthly Report
Department Overview
2015 Candidate Filing Information
Candidate filing for the 2015 election season started at 8:00 am on Monday, July 6 and runs until noon on
Friday, July 17, 2015. Individuals may sign up to run for offices for the City of Charlotte and the
municipalities of Cornelius, Davidson, Huntersville, Matthews, Mint Hill and Pineville. The at-large seats on
the Charlotte Mecklenburg School Board are also eligible this year.
The Mid-Year Campaign Finance Report is due on Friday, July 31, 2015.
The 2015 Mandatory Training Seminar for NC Campaign Treasurers will be held in Mecklenburg County at
the Mecklenburg County Board of Elections located at 741 Kenilworth Avenue, Suite 202 from 10:00 am12:30 pm on Wednesday, July 29, 2015.
Key Performance Indicators
Context for Key Performance Indicators
The City of Charlotte Primary Election is scheduled for September 15, 2015 and the Run-off (if necessary) is
scheduled for October 6, 2015.
The General Election date is Tuesday, November 3, 2015.
Mecklenburg County – Child Support Enforcement
July 2015
Monthly Report
Department Overview
Child Support Enforcement Exceeds Targets in FY15
Major Accomplishment: For the first time since becoming a County Department, Child Support
Enforcement’s performance in FY15 exceeded the targets for each of the five incentive measures that are
outlined in the CSE Performance Incentive Act of 1998 (P.L. 105-200). This marks a major accomplishment
for the Department, the County and the customers served.
Background: Incentive monies are remitted to the County to offset operating costs; the payments are based
upon achieving the five key performance indicators: (1) paternity establishment, (2) cases under order, (3)
current support collections, (4) cases with payments to arrears and (5) total collections. The
reimbursement formula is based upon the County’s caseload and collection base. The funds must be
reinvested into the child support enforcement program. There is an incentive to collect child support on
public assistance cases, which aids custodial parents with achieving self-sufficiency. Reimbursements were
shifted to the County in fiscal year 2011; the same year the CSE program was shifted from being a State
administered and managed program to being a State-administered and County-managed program.
Key Performance Indicators – FYTD 2015
FY15 Results
FY15 Targets
92.90%
91.21%
Paternity Establishment
68.50%
66.73%
61.51%
60.89%
63.41%
62.04%
Cases Under Order
Current Support Collected
Cases w/Payments to Arrears
102.98%
100.00%
Total Collections*
0%
10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 110%
*Total Collections FYTD $49,113,513.39 divided by State mandated annual target $47,690,615.69
Context for Key Performance Indicators
• Paternity Establishment is the # of children born out of wedlock with established paternity for the current
•
•
•
•
fiscal year divided by # of children born out of wedlock open during the preceding fiscal year.
Cases under Order is the # of cases in a caseload w/support orders divided by # of cases. This measure
shows how much of the agency’s caseload is enforceable.
Current Support Collections is the $ collected divided by $ owed that are not past-due. This measure
provides the basic outcome for CSE which is regular and dependable support payments to families.
Cases with Payments to Arrears is the # of cases in which at least one payment on arrears occurred divided
by the # of arrearages cases.
Total Collections is the sum of current support plus arrears collected FYTD divided by State mandated
annual target $47,690,615.69.
Mecklenburg County – Community Support Services
July 2015
Monthly Report
Department Overview
•
Almost a decade ago, Community Support Services (CSS) and Safe Alliance partnered and formed the Domestic
Violence Speaker’s Bureau (DVSB). On May 22, DVSB graduated 10 new volunteers. With 58 active volunteers
in attendance at the graduation ceremony, it was a great time to reconnect and to celebrate amazing survivor
stories. DVSB graduate, Jenna Mayo, presented a demonstration on the Cycle of Abuse. The DVSB has 125
active volunteers, which includes advocates, survivors, adult child observers, and one male survivor of abuse.
The Coordinated Assessment team “diverted” 96 clients and families from the shelter system by using an
innovative model which avoids shelter where possible at a cost which is less than sheltering. “Diversion” is
paying utility bills of a family that is currently housing someone or providing grocery gift cards to that person
who is housed so a contribution to the household is made.
The Homeless Resource Center partners with local ministries and serves meals to an average of 150 individuals
per event. When the Center opened, the numbers served were between 35-50 individuals. The partnership
with the ministries, volunteers, County Security, and County staff serves nearly 600 persons meals each week.
Darryl Crenshaw, Office Supervisor/Coordinator, was appointed a Trainer for the National Association of County
Veteran Service Officers and participated in training and certifying 172 new Veteran Service Officers from
around the country. Division Director, Jim Prosser, was elected to a two-year term as President of the North
Carolina Association of County Veteran Service Officers.
CSS welcomes employees transitioning from the Provided Services Organization (PSO) effective July 1. The
following programs transferred from PSO to CSS: Jail and Shelter Partnership (i.e., Substance Abuse Subject
Matter Experts). These employees will remain in their current physical locations (i.e., Jail Central, Men’s
Shelter, Center of Hope, etc.). One Jail Diversion Veteran Specialist transferred from the PSO’s Operation
Recovery program and will be housed with current staff at Hal Marshall Center.
•
•
•
•
Key Performance Indicators
Homeless Services Division (HSS):
Number of meals provided at the Homeless Resource Center = 2,613
Number of households served with rental subsidy as part of the Shelter Plus Care Program = 236
Veterans Services Division (VSO):
Number of claims filed = 325
Women’s Commission Division (WOC): The graph includes Domestic Violence program service data.
New Clients Served in June
100.00
50.00
51.00
54.00
52.00
40.00
34.00
22.00
NOVA (Perpetrator Services)
Adult Victims
06/30/14
06/30/15
Context for Key Performance Indicators
Performance is stable for all CSS divisions.
Child Witnesses
Mecklenburg County – Criminal Justice Services
July 2015
Monthly Report
Department Overview
•
The work of Mecklenburg County Pretrial Services was highlighted in a recent New York Times
article, “Judges Replacing Conjecture with Formula for Bail.” The article covers the implementation
of the new pretrial risk assessment tool and provides the perspective of District Attorney Andrew
Murray regarding the shift to evidence-based pretrial detention. The article can be accessed at
http://www.nytimes.com/2015/06/27/us/turning-the-granting-of-bail-into-a-science.html.
•
Criminal Justice Services hosted representatives from the Justice Management Institute on June 810 for the first of several site visits for the MacArthur Foundation’s Safety and Justice Challenge.
Criminal justice system stakeholders drafted a comprehensive systems map that details the flow of
cases through the criminal justice system; and, an analysis is now being conducted to understand
current trends at the various decision points, including trends in racial disparities.
•
Katy Fitzgerald, of Criminal Justice Planning, Captain Torri Tellis and Fran Cook, both of CMPD,
presented a workshop entitled “Schools, Law Enforcement, and Behavioral Health: Lessons from an
Innovative School-Based Arrest Diversion Program in Charlotte, NC” at the Reclaiming Futures
Leadership Institute in La Jolla, California during the week of June 22. The workshop, sponsored by
the National Council of Juvenile and Family Court Judges, was part of the Leadership Institute’s
annual conference, whose focus this year was on equity in the juvenile justice system.
•
The Forensic Evaluation Unit is hosting three summer interns from the Charlotte School of Law.
These interns will be working on the on-going conversion of paper records to an electronic storage
base, literature reviews on best-practice models for specific forensic psychology work and
development of an electronic tracking system for Court-ordered forensic evaluations.
Key Performance Indicators
Monthly Performance Indicators:
Department Unit
Pretrial Services
Fine Collection
Treatment Courts
Reentry Services
Forensic Evaluations
•
•
Measure
Public Safety Rate
Fine Collection Rate
Graduation Rate
Successful Program Completions
Diversionary Screenings/Eligibility Assessments
Annual Target
90%
87%
49%
Baseline
20
Monthly
Performance
96%
73%
52%
0
36
All measures with a set target fell close to or within their target, thus keeping department units on track for meeting
their annual target.
Fine Collections is implementing a new tracking system which accounts for the drop in the collection rate.
Context for Key Performance Indicators
•
Monthly data is reported on a lag due to data collection and analysis needs. The numbers presented
represent CJS’ final performance numbers for the month of May.
•
The Drug Court Graduation Rate is a cumulative year-to-date rate that reflects the month’s
performance, but also tempers the impact of graduates entering and leaving the program on a
rolling basis since there is not a defined cohort graduating each month.
Mecklenburg County – Economic Development Office
July 2015
Monthly Report
Department Overview
On June 25, Sealed Air Corporation held a ground breaking for its new global headquarters in Charlotte. The facility
will total 300,000 square feet spread over three buildings with an investment of $56 million. The project will create
1,200 new jobs in Charlotte at an average salary of $119,000. The Board of County Commissioners supported this
project through a seven year Business Investment Program Grant totaling $4,446,000. The County share is estimated
to be $2,823,831.
Economic and Development Office staff attended the following meetings to support, educate and encourage the
inclusion of Minority, Women and Small Business Enterprise (M/W/SBE) subcontractors and the certification of new
M/W/SBE vendors:
o Matthews Sportsplex - Bid package follow up with M/W/SBE’s, on June 2 and groundbreaking on June 22:
o Morrison Regional Library Renovation & Expansion – Construction Managers at Risk (CM) interest in bidding
meeting, on June 11; and shortlist meeting for CM @ Risk Firms on June 26.
Key Performance Indicators
M/W/SBE
161 persons reached
• 82 via three community outreach events:
o Matthews Sportsplex meetings – 64 participants
o City of Charlotte - 3 participants
o Morrison Regional Library Renovation & Expansion – 15 participants
• 79 Customers contacted via phone/email/in person
Economic Development
• Closed session presentations for Business Investment Grants: 1
• Meetings with prospective new/expanding businesses: 4
• Incentive Offer letters issued: 3
• Meetings with potential economic development projects / partners: 2
Unemployment Rate Comparison
6
5.4
5.5
5
5.5
4.9
5.3
5.4
5.5
5.7
5.5
4.9
Meckenburg County
4.5
North Carolina
U.S.
4
March
*Mecklenburg County not seasonally adjusted.
Source: U.S. Bureau of Labor Statistics &
NC Department of Commerce
April
May
Mecklenburg County – Financial Services Department
July 2015
Monthly Report
Department Overview
The overall goal of Financial Services is to provide fiscal stewardship and accountability of public funds. Department
reports on the financial operations of the County are used to draw down Federal and State revenues and provide
information for use by management and the County’s stakeholders.
•
On June 23, Financial Services received notification that Mecklenburg County was awarded the Government
Finance Officers Association (GFOA) Certificate of Achievement for Excellence in Financial Reporting for the FY2014
Comprehensive Annual Financial Report (CAFR). GFOA established this annual recognition program in 1945 to
encourage state and local governments to prepare comprehensive annual financial reports that exceed the
minimum requirements of generally accepted accounting principles and evidence the spirit of transparency and
full disclosure, and then to recognize individual governments that succeed in achieving that goal.
Key Performance Indicators
•
•
•
•
Number of Compliance Reviews completed: 4
Number of Financial Statement Reviews completed: 43
Number of checks vs. Electronic Fund Transfers (EFTs), compared to last year:
June
June
2014
2015
Checks:
3,230
2,823
EFTs:
2,278
2,281
Percent of Financial Reports Issued by due date: 100%
FY2015 Contract Compliance and Financial
Statement Reviews
Ineligible Expenses Identified for Reimbursement
$50,000
$45,283
$45,000
50
45
40
35
30
25
20
15
10
5
0
$40,000
$35,000
$30,000
$25,000
$20,000
$15,000
$13,617
$10,000
$5,000
Compliance Reviews Completed
Financial Statement Reviews Completed
$0
FY14
FY15
Context for Key Performance Indicators
•
•
•
•
As of June 2015, 53 Compliance Reviews, 148 Financial Statement Reviews, and a determination of fiscal
compliance for 11 Volunteer Fire Departments have been completed for Fiscal Year 2015. Fluctuations in chart
data are due to seasonal nature of workload demands.
Payments by EFT are more economical for the County and provide funds to the vendors more quickly; however,
refunds are paid by check. There were 3,943 tax refunds related to SL362 in June. These are not included in the
number of checks for June 2015. FY14 data includes claims payments to MeckLINK providers.
Financial reports comprise reports issued to external sources, such as the State or grantors. As of June 2015, a
total of 79 Financial Reports were completed to date in FY2015. Ninety-six percent of those reports were issued
by the due date.
Ineligible Expenses are expenses billed to the County by service providers that are determined to be ineligible for
payment. The County expects to be reimbursed for all of these expenses. Compliance Reviews identified
$45,282.96 in ineligible expenses ($37,600.25 in County funds and $7,682.71 in Federal funds).
Mecklenburg County – Human Resources Department
July 2015
Monthly Report
Department Overview
Major department initiatives include the following:
o The selection process for the Human Resources Director position was completed. Senior Human
Resources Manager Joel Riddle has been chosen for this critical leadership role; he assumed and his
new responsibilities on July 8.
o The current state assessment of the recruiting work process was completed by the Business Process
Management unit. Work process improvement recommendations, as well as a set of desired
recruiting-related enhancements to the PeopleSoft system, have been developed and shared with
Human Resources leadership. An internal project management team has been commissioned to
drive the implementation of the identified improvements over the next six months.
o A team of Human Resources Department representatives held two question and answer forums with
employees who will be affected by the September 1transition of Provided Services Organization
Substance Abuse Services Center to Anuvia to help them understand their RIF-related benefits.
o In June, the County held its first Leadership Breakfast for leaders in manager and supervisory roles.
The breakfast provides opportunities for the organization’s leaders to enhance their leadership
competencies through:
 Understanding the County Manager’s expectations of leaders in the organization
 Networking with other leaders to build collaborative relationships across the organization
 Learning from successful leaders within our community, regionally and nationally. Richard
Finnegan, author of the “Stay Interview”, was the first speaker.
Key Performance Indicators
•
•
•
The Employee Services Center sends out customer satisfaction surveys as requests are resolved. For the
month of June, the survey results indicate a 94% satisfaction rate.
The voluntary turnover rate increased to 8.3% (from 6.2% in FY 14) and includes the effect of attrition
within the new position status classification of limited part time (LPT) position that was introduced in July
2014. Excluding the LPT positions, the voluntary turnover rate remained flat at 6.2%.
For the 2014/2015 fiscal year, County HR staff hired 1,083 new employees (excluding the Library).
o 777 were hired into regular positions, with DSS (245), HLT (137), and PRK (130) leading the way
County Turnover
7.5% 8.7%
9.4%
9.7%
Total Turnover
4.2%5.2% 6.2%
6.2%
Voluntary
1.5%
1.2%
1.0%
1.4%
1.4%
0.0%
FY12
8.3%
2.0%
2.0%
2.2%
2.1%
2.1%
Retirement
Involuntary
11.8%
FY13
2.0%
FY14
4.0%
6.0%
8.0%
FY15 w/out LPT positions
10.0%
12.0%
14.0%
FY15 with LPT positions
Context for Key Performance Indicators
•
Turnover data excludes instances when County employees transfer to work for a different department.
Mecklenburg County – Information Technology
July 2015
Monthly Report
Department Overview
Information Technology provides desktop support and help desk services; maintains and secures the County’s
IT infrastructure; maintains and develops the County’s applications and databases; and helps customers
identify business needs and solutions.
•
Completed the upgrade to the Enterprise forms:
o This provides a stable and reliable system for communicating with constituents
o This upgrade also allows the County to meet changes in federal regulations
•
The Applications Division was able to complete a request from the Board of Elections to develop and
deploy a polling place call resolution:
o This application allows for a quicker resolution to polling place challenges during election night
o The calls and resolution are able to be addressed in under one minute
Key Performance Indicators
•
In June, Information Technology resolved 97% of tickets (i.e., service requests that come into Information
Technology through MeckSupport, a call to 2HELP, or service record entered by staff) within the agreed
upon service level agreement (SLA).
Context for Key Performance Indicators
•
4,118 service request tickets were resolved in June.
JUNE SLA DATA
SERVICE
Apps/Data
IT Business Analysis
IT Customer Support Center
Network, Server, Telecom
IT Security
June Totals
#
closed
within
SLA
332
166
2,983
484
40
4,005
Total
number
closed
341
170
3,051
513
43
4,118
%
97.4%
97.6%
97.8%
94.3%
93.0%
97.3%
Mecklenburg County – Internal Audit
July 2015
Monthly Report
Department Overview
•
•
•
FY2016 Risk Ranking and Annual Audit Plan presented to the Audit Review Committee
Closing out 17 of 20 follow-up audits
Distributed to County departments 150 framed Fraud Hotline posters
Key Performance Indicators
1. Audit Hours by Risk Level and Department
FY15 Risk
Ranking
High
High
Department
Health
Social
Services
2. Fraud Hotline Activity
June
Hours
% of
Total
YTD
Hours
% of
Total
167
17%
2,739
35%
141
14%
556
7%
High
Tax Collector
9
1%
478
6%
High
Tax Assessor
97
10%
98
1%
High
Financial
Services
66
7%
88
1%
High
LUESA
0
%
8
0%
Medium
Sheriff
15
2%
17
0%
156
16%
375
5%
56
6%
1,307
17%
0
0%
1,210
15%
1
0%
173
2%
35
3%
41
1%
107
11%
108
1%
111
11%
223
3%
961
98%
7,421
94%
26
2%
288
4%
3
0%
149
2%
990
100%
7,858
100%
Medium
Low
Low
Low
Low
Low
N/A
Park and
Recreation
Information
Technology
Elections
Human
Resources
Medical
Examiner
Register of
Deeds
IT Support
Assurance Sub-total
N/A
Investigations
N/A
CA/CM
Total
Reports
Received
Open
Close-Unsub
Close-Sub
Fraud Hotline
Category Month
Fraud
3
Non5
Fraud
Fraud
3
Non3
Fraud
Fraud
0
Non2
Fraud
Fraud
0
Non0
Fraud
YTD
10
16
9
7
1
6
0
3
Closed: Investigated and a) substantiated and
handled; or b) unsubstantiated
3. New Investigations: 1
4. Productivity
Productivity*
Target
June
2015
YTD
June
Var
YTD
Var
Direct
68%
69%
55%
1%
-13%
Indirect
32%
31%
45%
-1%
13%
*Net of benefit time
Context for Key Performance Indicators
Direct productivity impacted by special projects, which is booked to indirect time, and new staff in training.
Mecklenburg County – Land Use and Environmental Services Agency
July 2015
Monthly Report
Department Overview
The Land Use and Environmental Services Agency (LUESA) held a breakfast at the Hickory Grove Recycling Center
and presented department staff with 20, 30 and 35 years of service with their Service Pin Awards.
Key Performance Indicators
Air Quality
• In June, there were 41 National Emission Standards for Hazardous Air Pollutants (NESHAP) notifications
•
received and reviewed. (2014 Monthly Average: 37)
In June, there were 544 active operating permits for sources of air pollution in Mecklenburg County. (2014
Monthly Average: 533)
Code Enforcement
• May’s response times and wait times were impacted by vacancies and the loss of one working day due to
•
the County holiday observed on May 25. Additionally, it should be noted that the varying complexity of
inspections impact response times.
Inspection Response Times (May):
# of inspections
Inspection Response Times
(from scheduled time of inspection)
% Performed Within 3 Days of
Average Response in Days
Request
April
May
FYTD
April
May
FYTD
99.3%
98.5%
98.83%
1.34
1.41
1.41
22,948
21,720
235,168
22,948
21,720
235,168
Plan Review (May):
•
Two hundred thirty-eight (238) commercial projects (medium- and large-sized) were reviewed for the first
time. Of these projects, 95% were reviewed at or before the scheduled review time. For the Building,
Electrical, Mechanical, and Plumbing (BEMP) trades that are under Code Enforcement’s direct control,
94.75% were reviewed at or before the scheduled review time.
Note: The plan review process includes: LUESA Code Enforcement, Land Development, Air Quality, and Environmental Health; County GIS Addressing;
Charlotte-Mecklenburg Utilities Department; City of Charlotte Land Development and Engineering, Urban Forestry, and Zoning Departments; City of
Charlotte Planning Commission and Zoning Historic Commission; Town Planning Departments; Town, County, and State Fire Marshal’s Offices; State
Departments of Insurance, Public Instruction, Facility Services, Child Day Cares, and Environment and Natural Resources.
Wait Times (in days) to Schedule Commercial Plan Review
Building Trade
April
May
19
14.5
FYTD
9.65
Medium and Large Projects
Electrical Trade
April
May
FYTD
5.5
2.5
5.71
Mechanical/Plumbing Trade
April
May
FYTD
12
6
8.54
Small Projects
Building Trade
Electrical Trade
Mechanical/Plumbing Trade
Mecklenburg County – Land Use and Environmental Services Agency
July 2015
April
May
FYTD
April
May
FYTD
April
May
FYTD
3
2
3.63
4
2
3.25
4
2
4.1
Express Review (premium service)
Small Projects - All Trades
•
Large Projects - All Trades
April
May
FYTD
April
May
FYTD
10
20
9.63
10
28
13.6
Contractor ready permit applications (projects under 10,000 square feet) turnaround times (from time
permit application received):
o Building, Electrical, Mechanical and Plumbing trades at six work days (goal five work days)
o All other trades at one work day (goal five work days)
Geospatial Information Systems (GIS)
•
In June the County’s real estate lookup system, Polaris, had an application uptime of 99.8%.
Solid Waste
Measure
Customers received at the four full-service recycling
centers
Measure
June
FYTD
46,636
492,577
May
FYTD
Recycling tons processed at Metrolina facility
(includes private haulers)
6,082
68,672
Change over
prior FYTD
Flat
Change over
prior FYTD
-1.0 %
Water & Land Resources
• In June, 40 land development plans were reviewed.
• One hundred percent (100%) of submitted plans were reviewed within 21 calendar days (the balanced
scorecard target is 85% reviews completed within 21 calendar days).
Mecklenburg County – Mecklenburg EMS Agency (Medic)
July 2015
Monthly Report
Department Overview
National Recognition
The National Association of Counties (NACo) awarded Mecklenburg County a 2015 Achievement Award for its program
titled “Development of a Program to Improve Compression Depth and Time to Defibrillation in Out-of-Hospital Cardiac
Arrest” in the category of Health. The program was developed by Medic employees and has led to substantial
improvement with outcomes for patients experiencing sudden cardiac arrest in a pre-hospital setting.
Medic’s award winning program is centered on perfecting the key components of highly effective CPR: the rate and depth
of chest compressions, time away from chest compressions and time to defibrillation. Medic’s patient outcomes in sudden
cardiac arrest cases are published as being among the very best in the entire country and the Agency’s ability to sustain this
performance level can be directly attributed to the ongoing data collection, analysis and training that occurs.
Blue Cross/Blue Shield (BC/BS)
The contract between the Agency and BC/BS has been agreed to and signed by both parties. This two year agreement with
the single largest commercial insurer of patients treated by Medic should have a very positive impact on the Agency’s
revenue cycle, inclusive of improved cash flow predictability and overall revenue generation. Claims will be submitted to
BC/BS under the terms of this contract beginning the second week of July and any impact should begin to materialize in
August.
New Medic Headquarters
Medic leadership continues to work with project managers from Mecklenburg County, ADW Architects and Edifice
Construction to reach a design that both meets the Agency’s long term needs and comfortably fits within budget. The
Agency has secured space to house the Revenue Cycle division until the new building is completed; this comes at the
expense of repurposing a large training room in Medic’s main building.
Medic’s leadership continues to work with County planners to secure a solution to temporarily house the Agency’s special
operations assets. The building lease relative to these functions runs out in August and the landlord will not extend the
lease on a short term basis.
Context for Key Performance Indicators
The following data is presented in control charts. Each dot represents a monthly average, count or proportion. The middle
green line is the average performance for the displayed periods, while the top and bottom red lines are the upper and
lower control limits.
•
•
•
•
Response time compliance performance goal is 90%.
Cardiac arrest survival is measured for patients that meet a nationally standardized case definition.
Patient satisfaction is determined using a random telephone survey of up to 200 transported patients per month and
presents the proportion which rated their overall quality of care as excellent.
County cost per transport is based off of the total number of transports in a month divided by the monthly subsidy
provided to Medic.
Mecklenburg County – Mecklenburg EMS Agency (Medic)
July 2015
Key Performance Indicators
Mecklenburg County – Medical Examiner’s Office (MED)
July 2015
Monthly Report
Department Overview
Medical Examiner’s Office Mass Fatality Planning:
The Medical Examiner’s Office has set in place a Mass Fatality Plan to effectively manage the processing of
cases in the event of a mass fatality. Depending upon the scale of such a disaster, the Medical Examiner’s
Office will need to rely on assistance from outside agencies and volunteers to aid in the identification of
decedents. The Medical Examiner’s Office has partnered with Central Piedmont Community College to
identify students in the dental program who are willing to offer their service in such an event. Students who
volunteer learn about the department and the role they would play in the event of a mass fatality. During
their time at the office, students meet with Medical Examiner staff, discuss the Mass Fatality Plan and view
an autopsy to help them determine their level of comfort in such an environment. The desired outcome is to
have a cadre of volunteers that are both mentally and physically prepared to serve the community should the
need arise.
Key Performance Indicators
June Totals
180
156
160
140
120
Mecklenburg Autopsies
100
Regional Autopsies
80
40
Death Investigations
55
60
27
20
External Exams
20
0
Context for Key Performance Indicators
Six Month Overview
200
150
100
50
0
Dec 14
Jan 15
Mecklenburg Autopsies
Feb 15
Regional Autopsies
Mar 15
Apr
Death Investigations
May
External Exams
Mecklenburg County – Office of the Tax Collector
July 2015
Monthly Report
Department Overview
The Office of the Tax Collector (OTC) completed FY2015 with outstanding results. The OTC exceeded the
scorecard goals for both ad valorem and gross receipts tax collections. This was accomplished by collecting
over $1.3 billion for all jurisdictions and tax types utilizing mailings, telephone and email communications,
and collection remedies.
The OTC attempts to collect taxes without taking enforced actions, however, doing so is a necessity to
collect delinquent taxes. . During FY2015, the OTC served over 3,150 garnishments, issued over 3,000 tax
warrants, conducted over 10,000 field visits to taxpayers, pursued collections through tax levy, and initiated
foreclosure referrals to our attorney.
Key Performance Indicators
The collections indicators through June 2015 for Mecklenburg County taxes are the following:
•
Current Year Real Estate/Personal Property Tax Collection Rate:
99.51%
•
Current Year Registered Motor Vehicle Tax Collection Rate:
91.99%
•
Current Year Privilege License Tax Collection Rate:
95.66%
•
Prior Year Real Estate/Personal Property Tax Collection Rate:
22.56%*
•
Prior Year Registered Motor Vehicle Tax Collection Rate:
16.94%*
*The prior year collection rates reflect the percentage of the total due for all prior years that has been
collected in FY 2015.
Context for Key Performance Indicators
•
The OTC has collected $902,760,528.90 in real estate, personal property, and registered motor
vehicle taxes for the current year county net levy with $6,112,675.41 remaining to collect.
•
For the prior year county net levy, $11,982,502.39 has been collected in FY 2015.
•
The grand total of collections in FY 2015 for all years and all jurisdictions is $1,394,979,425.23
through June 30, 2015.
•
The OTC has collected 99.91% of all Mecklenburg County taxes levied since September 1, 2005. This
amounts to $8,504,897,204.54 collected and $42,073,525.48 uncollected.
Mecklenburg County – Park and Recreation
July 2015
Monthly Report
•
•
•
•
•
•
Department Overview
Spring Baseball ended in June with over 450 youth, ages 4 to 12, participating this year.
Carolinas Healthcare System’s Levine Hospital launched “Healthy Together,” a public awareness campaign to
fight childhood obesity, on June 23 at Revolution Sports Academy. A surprise appearance was made by Cam
Newton, who is the spokesperson for this program.
Mecklenburg County Family and Consumer Sciences program (a Parks and Recreation Cooperative Extension
program) partnered with the U.S. Department of Agriculture and Market Link to provide a SNAP EBT sign-up
event for regional farmers June 18. Thirty-five farmers received a free iPhone or iPad and equipment that will
allow them to accept SNAP benefits at farmers markets, increasing their revenue and access to fresh food for
limited resource families.
The County Manager, elected officials, and Park & Recreation commissioners from the County and the Town of
Matthews attended a groundbreaking ceremony for the second phase of the Mecklenburg County Sportsplex
on June 22. The completed Sportsplex will be one of the largest of its kind in the southeast.
The 2015 Aloha Youth Lacrosse Tournament was played at Mallard Creek Park and Mallard Creek High School
on June 20-21. Over 7,000 players and spectators from Mid-Atlantic and Southern States participated.
The 2015 Queen City 7s High School Rugby Tournament was played at the Mecklenburg County Sportsplex at
Matthews on June 27. Forty teams from across the United States participated.
Key Performance Indicators
In June, the Department offered 937 programs for 17,173 participants and hosted 12 special events or athletic
tournaments for approximately 75,893 participants and spectators. The Department received 1,418 customer
satisfaction surveys with a 99% satisfaction rate. May volunteerism has a value of $119,244.
Centers Visitation
Hours
8,000
7,146
6,000
4,457
5,449 5,327 5,059
6,189
5,288
4,000
2,000
Visitors
Volunteer Hours
-
Nature Preserve Visitation
100,000 46,496
40,952
39,367
39,363
50,000
0
Park Visitation946,000
Visitors
Visitors
150,000
112,588
78,906
102,096
87,720
85,325
88,761
83,307
100,000 63,493
79,597
83,226
71,847
68,446
80,000
60,000
40,000
20,000
-
1,000,000 823,032 471,039
701,771
800,000
553,378
600,000
356,620
400,000
200,000
-
812,468
658,234
Mecklenburg County – Park and Recreation
July 2015
Context for Key Performance Indicators
•
•
•
•
Centers Visitation includes recreation centers, nature centers, and senior centers.
Nature Preserve Visitation is for seven preserves.
Park Visitation does not include visitation from some of the most popular and heavily trafficked facilities
such as any Greenway or walk-in venues such as Romare Bearden Park.
Volunteerism value is calculated by multiplying the number of volunteer hours by the national value of
volunteer time, which is established by Independent Sector (a network of nonprofits, foundations and
corporations); the latest established value is $22.55.
Mecklenburg County – Health Department
July 2015
Monthly Report
Department Overview
General:
•
•
•
As of July 1, the Child Development Services Agency (CDSA), Child Development - Community Policing (CD-CP)
program and Carolina Alcohol and Drug Resources (CADRE) program have transitioned to the Health Department
from the former Provided Services Organization (PSO).
In May, Health Department managers participated in an interactive health equity learning program delivered by
Shavon Arline-Bradley, Director of External Engagement and Dr. Marcia Whitt-Glover of Gramercy Research to
increase awareness of health equity parameters.
Health Department is offering the opportunity for students to get up-to-date on required childhood immunizations
and receive information on available health department services on July 15 at Reid Park Academy and August 4 at
Arbor Glenn Outreach Center.
Policy & Prevention:
•
Policy & Prevention staff were featured presenters at the 2015 National Health Impact Assessment (HIA) Meeting in
Washington, DC June 16-17. The group is one of 23 groups across the United States selected to participate in the
National Association of County and City Health Official’s (NACCHO) Community of Practice for HIA Practitioners.
Environmental Health Update:
• In May, Food and Facilities Sanitation staff issued 59 temporary food establishment permits, including permits for
vendors at the Wells Fargo Championship.
• Pools and Environmental Health Services staff completed processing 1,280 permit applications allowing the
operation of area public swimming pools.
Child Development-Community Policing (CD-CP):
•
•
Three hundred and eleven families were referred in May for acute trauma intervention. Twelve of those were for
immediate, on-scene response to 31 child trauma victims. Ninety-four percent of those referred in March received a
trauma-specific intervention.
Clinical staff are currently involved in year one of the Child and Family Traumatic Stress Intervention (CFTSI) model 3year best-practice study to address the acute trauma treatment needs of children. The study also includes regular
assistance with presentations for CIT, a national model of preparation for law enforcement encountering persons
with mental illness, and provide quarterly child trauma/child development courses at the Charlotte-Mecklenburg
Police Department (CMPD) Police Academy for patrol officers and supervisors.
Child Development Services Agency (CDSA):
•
The CDSA hosted and helped to coordinate a ZFive sponsored “Community Café” event on May 21 that brought
together stakeholders focused on ways to more effectively support the social and emotional needs of children in our
community.
School Health:
•
•
•
In FY15, School Health received funding to add 33 new school nurses and three new nurse supervisor positions. All
betterment positions were filled by April 2015.
School Health Program was part of a team effort that received a Gold Touchstone Award with Carolinas Healthcare
System for: "Building Community Based Coordinated Care for Pediatric Patients with Asthma: leveraging community
assets to prevent readmissions.”
The School Health Program has worked successfully with Levine Children’s Hospital to improve outcomes for students
with asthma. This work is now being shared with the Union County School Health Program for replication.
Mecklenburg County – Health Department
July 2015
Key Performance Indicators
Program
Adult Health Clinic Visits
Immunization Clinic Visits
School Health Room Visits
Policy & Prevention Reach
Environmental Health - Mandated Regulatory Inspections
Environmental Health - Permits Issued
Environmental Health - Service Requests
Children’s Development Services Agency Enrollments
Child Development - Community Policing - Acute Trauma
Intervention Referrals
May 2014
May 2015
FY15 YTD
1,745
1,559
18,912
852
865
12,384
25,633
32,833
258,276
n/a
7,422
7,422
1,197
1,185
11,980
137
139
1,360
317
301
2,914
1,121
1,126
1,852
278
311
3,388
Context for Key Performance Indicators
To allow accuracy in data reporting, data will lag one month.
1) Adult Health Clinic visits include sexually transmitted disease (STD) testing and treatment, family planning services
and nurse visits.
2) Immunization Clinic visits include child, adult and travel immunizations.
3) WIC (Women, Infants and Children) visits include nutrition counseling, voucher pickup and assessments. As of
February 2015, accurate reporting of WIC office visits is currently unavailable due to migration to Crossroads, the new
state reporting system.
4) School Health Room visits include encounters related to a specific student’s health concern or condition such as
encounters where direct services are provided for a student, parent contacts, physician consultations and
interdisciplinary meetings to make decisions regarding a specific student’s care at school. Due to new reporting system,
October numbers are provisional.
5) Policy & Prevention Reach includes group education sessions on topics of nutrition, physical activity, pedestrian and
bicycle safety, child abuse prevention, male responsibility/teenage pregnancy risk reduction, breast health and chronic
disease prevention. Calculation updated in May 2015 to include policy and environmental change impact. Indicators are
not comparable to 2014 numbers.
6) Environmental Health values include inspections, permits and service requests of restaurants, pools, wells, septic
systems, child and elderly care facilities, rodent and mosquito control activities, and temporary food service event
requests. Fiscal Year to Date total may not correspond to sum of monthly totals for the Fiscal Year due to inspection
software reporting capability and adjustment of activity type following supervisor review.
7) Children’s Developmental Services Agency Enrollment staff help children from birth to age three who are at risk due
to developmental problems.
8) Child Development – Community Policing partners child trauma clinicians with law enforcement officers in order to
respond immediately to the mental health needs of vulnerable children impacted by violence. Data presented is based
on families.
Mecklenburg County – Public Information
July 2015
Monthly Report
Department Overview
Major department initiatives in June 2015:
• County Communication Plan Update: Mecklenburg County's new communication plan was approved by
the County Manager. This marks the first time in many years that the County will have a strategic plan for
providing information to the community and our employees. The Public Information Director presented
the plan to the Board on July 7.
• Medic Relocation Community Meeting: Mecklenburg County hosted a community meeting to discuss the
Medic relocation to 4301 Wilkinson Blvd. on Monday, June 15. The meeting took place at Westerly Hills
Academy. District 2 County Commissioner Vilma Leake, Medic Executive Director Joe Penner and County
staff were on hand to provide information and answer questions.
• Facebook Advertising Begins: In the second half of June, Public Information kicked off the use of Facebook
advertising to help reach more Mecklenburg County residents. Mecklenburg County doubled the number of
people reached on Facebook during June compared to previous months. The cost for the service was
approximately $50.
• County Partners With Nextdoor.com: Mecklenburg County is now partnering with Nextdoor.com, the
private social network for neighborhoods, in an effort to facilitate a virtual neighborhood watch program
and help foster countywide neighbor-to-neighbor communications. The new partnership with Nextdoor will
enable Mecklenburg County offices to communicate directly with residents to build stronger, safer, more
engaged communities. Community response has been overwhelmingly positive so far.
30 Days on Mecklenburg County Social Media: June 2015
949 people interacted with our content
1.4K times. This includes Twitter mentions,
retweets and Facebook likes, shares, and
comments. Our content was shown to our
audience 5.2 million times. 1,096 new
Twitter followers = 24.7K total
131 new Facebook fans = 2.80K total
372,877 = Unique visits to
MecklenburgCountyNC.gov
Context for Key Monthly Performance Indicators
• Social media “@mentions” (i.e., posts by others that tag @meckcounty) and “retweets” are measures of
how well content connects with the audience and is shared more broadly.
• Twitter and Facebook followers are measures of how many people are actively engaged in Public
Information’s social media presence.
• Public Information tracks social media trends relevant to Mecklenburg County.
• Unique visits to MecklenburgCountyNC.gov measure of how many people visit our main website.
Mecklenburg County – Charlotte Mecklenburg Library
July 2015
195,000
5,500,000
180,000
5,000,000
165,000
4,500,000
150,000
135,000
4,000,000
120,000
3,500,000
105,000
3,000,000
0
484,540
300,871
261,756
500,000
60,000
251,332
1,000,000
42,627
75,000
2,000,000
45,000
30,000
15,000
0
4.1%
2.6%
61.0%
45,806
90,000
2,500,000
1,500,000
195,950
210,000
Current Fiscal Year
8.9%
7.5%
Program
Program
Attendance 0-8 Attendance
Years
Pre-teens and
Note: Percentages represent percent change from prior fiscal year to current fiscal year.
Teens
# of Active
Total
Total Digital
Cardholders Circulation Circulation
$1,600,000
$1,500,000
$1,400,000
$1,300,000
$1,200,000
$1,100,000
$1,000,000
$900,000
$800,000
$700,000
$600,000
$500,000
$400,000
$300,000
$200,000
$100,000
$0
$1,210,720
6,000,000
225,000
179,896
6,500,000
Prior Fiscal Year
6,110,131
5,953,997
Key Performance Indicators
21.4%
Total Gifts and
Grants Raised
Context for Key Performance Indicators
•
$1,470,356
In June, the Charlotte Mecklenburg Library officially launched summer reading and strengthened its partnership with
Charlotte-Mecklenburg Schools (CMS) to support educational success and combat the summer slide.
• Summer Reading kicked off June 11 and by the end of the month, 21,414 people of all ages had signed up and 23,669
had participated in one of the 681 programs offered during that time. The Library will host 2,600 programs around the
County this summer. The Library, CMS and researchers all agree that reading and learning throughout the summer
helps students retain skills learned during the school year.
• The Library’s annual Customer Satisfaction Survey wrapped up with nearly 6,000 responses. Preliminary results showed
that 96% of respondents were satisfied or very satisfied with the service they used. This customer feedback will be
used to improve Library services and shared with the County as part of the County’s Scorecard review.
• The Library’s bilingual early literacy site, StoryPlace.org, re-launched with a mobile-friendly design, new video content
and fresh early literacy resources. The redesign of this 15-year-old website was supported by grant funds from the
Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act as
administered by the State Library of North Carolina, a division of the Department of Cultural Resources.
• Annual Summer Fun at ImaginOn activities drew families from across the region, especially “Adventures with Clifford
the Big Red Dog,” an interactive touring exhibit created by Minnesota Children’s Museum. In June, 13,450 visitors were
transported to Clifford’s world, where they engaged in cooperative play activities to foster social and emotional
development. ImaginOn’s summer exhibit is made possible in part by Charlotte Mecklenburg Library’s Humanities
Endowment Fund with support from the National Endowment for the Humanities. It runs June 5 through September 5.
• Participants in the Library’s annual Teen Summer Volunteer program reported for work on June 11. Two-hundred and
forty-four teens from across the County will gain valuable real-life experience at all 20 libraries this summer while
making a difference in the community through their work at the Library.
As we wrap up FY2015, all KPIs have exceeded targets. Full results will be shared in our FY2015 scorecard and service level
measures.
Mecklenburg County – Register of Deeds
July 2015
Monthly Report
Department Overview
•
Register of Deeds had an audit follow-up showing that a few recommendations remain only partially
implemented. The goal is to clear these by the first quarter of FY 2016.
•
Register of Deeds is focused on filling vacant positions. A new fiscal analyst started June 10, and interviews
are set up for three vacant positions.
•
Register of Deeds held a special training day for all the staff on June 2. The new proposed mail journal and
workflow was demonstrated, and staff learned of new laws and practices affecting real estate transactions.
Key Performance Indicators
Indicator
Total Real Estate Documents Filed
Deeds Filed
Deeds Trust / Mortgages Filed
Maps / Map Revisions Filed
Condominium Docs Filed
Foreclosure Notices Filed
Sub. Trustee Docs Filed (FCL related)
Index, % docs indexed in 24 hours
Total Receipt Count/Transactions
May
June
Change
14,571
16,762
15.04%
2,729
3,210
17.63%
3,748
4,248
13.34%
66
72
9.09%
2
2
0.00%
143
120
-16.08%
221
226
2.26%
99.98%
99.57%
-0.41%
15,021
13,066
-13.02%
Context for Key Performance Indicators
•
County Revenue for June was approximately $1,224,000, which is slightly under the projected $1,425,000.
Overall, FY2015 revenue of $14,930,000 exceeded budgeted revenue.
•
Overall document recordings increased by 15%, deed recordings were up 17.63 %, as residential real estate
sales were strong. There was a drop in large commercial activity, which resulted in lower revenue per
document. Map recordings is the highest reported in several years, an indicator of new development in
progress.
•
Total receipt count was down 13.02%. This is largely because most recording receipts covered multiple
documents.
Mecklenburg County – Sheriff’s Office
July 2015
Monthly Report
Agency Overview
•
On June 24, the Sheriff’s Office hosted a graduation ceremony for nine inmates who participated in the
Business Builders Program. This is the second time the program has been offered; it is a partnership
between Sheriff’s Office and Queens University. Classes are facilitated by Queens University’s – MBA
Alumni and faculty that volunteer their time. This valuable program focuses on entrepreneurship and
the basic principles of developing and operating a business.
•
On June 3, the Sheriff’s Office, Communities in Schools, and Charlotte Mecklenburg Schools (CMS)
hosted a graduation ceremony at First Baptist Church-West. This event recognized 17 previously
incarcerated youth who successfully transitioned back into their CMS high school and graduated with
high school degrees. While incarcerated, the youth participated in the high school program, life skills
classes, prevention programs, and workshops.
•
The Sheriff’s Office participated, along with the Charlotte-Mecklenburg Police Department and
Charlotte Fire, in a statewide civil disturbance exercise held in Raleigh with the North Carolina
Emergency Management Group. It was a great networking opportunity and gave the Agency access to
additional resources in the event of a civil disturbance.
Key Performance Indicators (May)
Mecklenburg County Sheriff’s Office Court Security
• Number of contraband items recovered: 1,169
Detention
• Average daily population: 1,450
• Number of inmates booked: 3,015
Field Operations/Civil Process
• Number of civil papers served: 5,854
Registration
• Number of hand gun purchase permit applications processed: 1,580
Inmate Programs
• Number of inmate program class participations: 499
Context for Key Performance Indicators
•
May data was reported for the Key Performance Indicators. In order to provide accurate data within the
deadline for the report, one month lag time will be used.
Mecklenburg County – Social Services
July 2015
Monthly Report
Department Overview
Selected Service Overview
In-Home Aide
In-Home Aide provides personal care, home management, and respite services to older adults (age
60 +) and adults with disabilities (age 18 +) who are unable to perform these tasks. Services are often
provided to remedy and/or prevent neglect, abuse, or exploitation, and unnecessary out-of home
placement. The services are designed to provide assistance, not to replace the family in carrying out
their responsibilities to individuals needing care and support. In May, 375 persons received In-Home
Aide services, up nearly 5 percent from the previous year. Approximately 77 percent of the clients
received hands-on personal care services such as bathing, shaving, assistance with dressing, and
toileting.
Key Performance Indicators
Indicator
Number of Public Assistance Cases
Medicaid Cases
Food and Nutrition Services Cases
Work First Cases
Number of Calls Answered by DSS Call Centers
Benefit (ESD) Call Center
May
2015
Twelve-Month
Average
May
2014
261,011
242,104
207,376
182,591
161,542
127,028
75,685
77,337
76,753
2,735
3,226
3,595
32,904
34,249
33,482
29,179
30,196
28,914
Just 1 Call
2,307
2,784
3,152
Child Protective Services Hotline
1,418
1,269
1,416
1,019
938
1,092
Child
934
858
1,024
Adult
85
80
68
Number of Protective Service Calls Accepted for Service
Mecklenburg County – Social Services
July 2015
Key Performance Indicators (cont’d)
Indicator
May
2015
Twelve-Month
Average
May
2014
Number of Individuals under County Responsibility
1,017
1,030
1,042
Children in Custody
700
717
727
Adult (Guardianship)
317
313
315
6,916
6,441
6,564
Number of Intervention Services for At-Risk Customers
Transportation
3,535
3,543
3,459
Adult In-Home Aide Customers Served
375
356
358
Adult Day Care Customers Served
211
166
172
Homebound Customers Who Receive Meals
870
717
802
1,627
1,359
1,452
298
299
321
245
248
205
245
248
205
6,109
5,440
4,600
5,378
4,562
3,737
Congregate Customers Who Receive Meals
Family In-Home Services
Number of Completed Fraud Investigations
Completed Investigations
Number of Individuals on Waiting List
Child Care Wait List (CCRI)
Homebound Nutrition
55
53
32
In-Home Aide Waiting List
523
639
602
Adult Day Care Waiting List
153
186
229
2,086
3,944
2,293
Number Emergency Assistance Referrals
Crisis Assistance Ministry
982
507
437
Crisis Intervention Program
a
923
45
Low Income Energy Assistance Program (LIEAP)
b
970
-
1,104
1,545
1,811
Food
Context for Key Performance Indicators
•
12-month averages are rounded.
•
The annual allocation of Crisis Intervention Program funds were depleted in April, precluding
additional referrals. FY16 funds are expected to be replenished by the state in mid- to late-July.
•
The Low Income Energy Assistance Program operates December – March.
Mecklenburg County – Assessor’s Office
July 2015
Monthly Report
Department Overview
Major department initiatives during the month of June 2015:
•
The department developed a strategic plan for the annual tax billing. This plan includes identifying key personnel
that will have an active role in this process, establishing deadlines for related year-end workflows, coordinating
pre-billing activities with the Tax Collector’s, and notifying external stakeholders.
The North Carolina Tax Software server was converted to NCPTS 2012 successfully.
Employees continued the preparation of records for the annual tax billing.
•
•
Key Performance Indicators
Measures
Property Tax Commission (PTC) appeals closed
SL-362 individual appeals received, awaiting BER hearing
SL-362 appeals heard by the BER in 2014 & 2015 (Based on Parcels)
SL-362 individual appeals heard by the BER in 2015
Parcels reviewed with no changes
Parcels reviewed with value decreases
Parcels reviewed with value increases
Value of real property appraisals
Number of refunds processed
Amount of refunds
Demand bills
Field visits generated by PAS reviews
Commercial canvassing
Residential canvassing
Revaluation review calls
Annual
2,264
5,887
3,832
10,002
Monthly
0.0
135
322
1,244
244,236
81,542
28,207
2,478,501,927
285,780
42,471,698
34,865
13,721
1,239
11,444
18,460
0.00
0.00
0.00
0.00
4,911
807,742
32
0.00
149
2,787
2,735
% Y-T-D
0.0%
2%
8%
12%
1
0%
0%
1
0%
2
0%
3
1.4%
1.9%
4
0.11%
0.00%
5
2%
6
3.7%
15%
1
1,2
Reviews performed PAS are complete.
Refunds issued were 1.4% of the 353,985 total parcels reviewed (4,911/353,985=1.4%).
4
Demand bills for taxpayers that have not filed a BER appeal were not processed because of pending legislation.
The department generated 32 demand bills out of the potential 28,207 parcels subject to value increases
(32/28,207= 0.11%)
5
Appraisers have performed a field review of 2% of the commercial properties (1,239/54,480=2%). Commercial
canvassing for calendar year 2014 was 18,285.
6
Residential canvassing for this month (11,444/310,975= 3.7%). Residential canvassing for calendar year 2014 was
39,692. This process involves inspecting every home in the designated neighborhood, measuring the exterior walls,
identifying building elements, and verifying the interior of the home if possible.
3
Context for Key Performance Indicators
•
•
•
•
•
There are 2,264 closed PTC appeals and 159 waiting for a resolution. There are a total of 2,423 since the 2011
revaluation.
The department has received 3,832 SL-362 parcel appeals since the 2011 revaluation.
Notices mailed to customers that have appealed their parcel are used to calculate potential refunds and demand
bills. Notices mailed with No Changes are used to evaluate the efficiency of the 2011 appraisals.
There were 4,911 refunds plus interest totaling $807,742 processed in June 2015.
The average phone call length generated by the revaluation reviews was 3.94 minutes. Total number of phone
calls for calendar year 2014 was 32,577.