Agenda Item

AGENDA STAFF REPORT

 

ASR Control 23-001122

 

MEETING DATE:

01/23/24

legal entity taking action:

Board of Supervisors

board of supervisors district(s):

All Districts

SUBMITTING Agency/Department:

County Executive Office (Approved)

Department contact person(s):

Oana Cosma (714) 834-7410

 

 

Kimberly Engelby (714) 834-3530

 

 

Subject: FY 2023-24 Mid-Year Budget Report

 

ceo CONCUR

County Counsel Review

Clerk of the Board

Concur

Approved Agreement to Form

Discussion

 

 

4/5 Vote

 

 

 

Budgeted: N/A

Current Year Cost: N/A

Annual Cost: N/A

 

 

 

Staffing Impact:

See Staffing Impact Section

# of Positions:

Sole Source: N/A

Current Fiscal Year Revenue: N/A

Funding Source: N/A

County Audit in last 3 years: No

Levine Act Review Completed: N/A

 

Prior Board Action: N/A

 

RECOMMENDED ACTION(S):

 

A four-fifths vote is required on Recommended Action One. The requested appropriation, revenue, transfers in/out and reserve changes are summarized in this section of the report in the Budget Adjustment Summary document. The requested position changes are summarized in the Position Change Summary.

 

1.

Direct the Auditor-Controller to revise appropriations, revenues, transfers in/out, reserves and obligated fund balances as detailed in the Budget Adjustment Summary in accordance with Government Code Sections 29130, 29125 and 25252. (Requires four-fifths vote)

 

2.

Direct County Executive Office-Human Resource Services to amend the master position control, subject to final classification review, as detailed in the Position Change Summary.

 

3.

Approve the addition of events to the FY 2023-24 County Event Calendar, as set forth in Attachment C, and per Government Code Section 26227, find that the events therein will serve a public purpose of the County of Orange and will meet the social needs of the population of the County, including but not limited to, the areas of health, law enforcement, public safety, rehabilitation, welfare, education, and legal services, and the needs of physically, mentally and financially handicapped persons and aged persons; that County staff and resources may be used in furtherance of such events; and that County staff may solicit donations of funds and services for such events.

 

4.

Approve the FY 2024-25 budget adoption schedule as follows: (a) The FY 2024-25 Recommended Budget will be available to the public on or before May 22, 2024; (b) A notice stating that the Recommended Budget is available to members of the public and the time and place of the public hearing will be published on or before May 22, 2024 ; (c) The Board shall conduct the public budget hearing on the Recommended Budget beginning on June 11, 2024 and concluding no later than June 24, 2024; and (d) On June 25, 2024, the Board shall adopt the FY 2024-25 Budget by resolution.

 

5.

Effective January 26, 2024, approve new classification specifications and adjust pay grades for Executive Secretary I (Title Code 0595CL) and Executive Secretary II (Title Code 0596CL).

 

6.

Effective January 26, 2024, approve deletion of Secretary to County Administrative Officer (Title Code 0581CL) and direct Human Resources Services to remove the obsolete classification from all Orange County Classification Plan documents.

 

7.

Effective January 26, 2024, approve revised classification specifications and adjust pay grades for IT Applications Developer I (Title Code 7989GE), IT Applications Developer II (Title Code 7990GE), and Senior IT Applications Developer (Title Code 7991SM).

 

8.

Effective January 26, 2024, approve revised classification specifications and adjust pay grades for IT Database Administrator I (Title Code 7978GE), IT Database Administrator II (Title Code 7979GE), and Senior IT Database Administrator (Title Code 7981SM).

 

9.

Effective January 26, 2024, approve revised classification specifications and adjust pay grades for Paralegal Trainee (Title Code 2302GE) and Paralegal (Title Code 2303GE); and approve and adopt new title description, classification specification, and set pay grade for Senior Paralegal (Title Code 2304GE).

 

10.

Effective January 26, 2024, approve revised title code for the Real Estate Analyst (Title Code 8282MA), approve new title description, classification specification, and set pay grade for Real Estate Administrator (Title Code 8283MA); adjust pay grade for Real Estate Manager (Title Code 8284MA); and approve revised classification specifications for all classes in the Real Estate Management series.

 

11.

Approve deletion of Real Estate Analyst (Title Code 8282MA) and direct Human Resource Services to remove the obsolete classification from all Orange County Classification Plan documents after all budgeted positions have been reallocated.

 

12.

Effective January 26, 2024, approve revised classification specifications and adjust pay grades for Secretary I (Title Code 0579CL), Secretary II (Title Code 0578CL), and Secretary III (Title Code 0580CL).

 

13.

Effective January 26, 2024, approve pay grade adjustments to the Association of County Law Enforcement Managers (ACLEM) salary schedule, included as Attachment E.

 

14.

Effective January 26, 2024, approve and adopt the attached Side Letter Agreement between the County of Orange and the Orange County Managers Association, included as Attachment F.

 

 

 

 

 

SUMMARY:

 

The Mid-Year Budget Report provides the Board of Supervisors, members of the public, County departments and other interested parties with an overview of the current status of revenues, expenditures, Net County Cost, total budgeted positions and various departmental issues requiring recommended changes to the County's budget.

 

 

 

BACKGROUND INFORMATION:

 

 

The following components of the FY 2023-24 Mid-Year Budget Report for Board of Supervisors consideration can be found in Attachment A:

 

Executive Summary

Budget Issues

Human Resources Issues, including:

                        

Position Summary and Vacant Positions - Aged

 

Recommended Actions

                        

Budget Adjustment Summary

                        

Position Change Summary

 

Classification Maintenance Studies

                        

Recommended Actions

                        

Classification Summaries

                        

Classification Specifications

 

FY 2023-24 County Event Calendar Additions

 

The County of Orange uses the OpenOC Data Tool, which is a web-based software providing increased transparency and easy access to finance and budget information. Supplemental expense and revenue data are available by accessing the OpenOC link: http://data.egovoc.com/?FY2024Q2#/b0. Budget and actual reports, as of December 31, 2023, can be viewed using the Budget Report Report Links found on the left-hand side of the web page.

 

 

 

FINANCIAL IMPACT:

 

Please see Attachment A for Financial Impact detail.

 

 

 

STAFFING IMPACT:

 

Detailed departmental position change request information is included in the Budget Issues section of Attachment A, including a summarization of Department requests to add positions. The position change summary of Attachment A documents the specific positions and position titles.

 

 

 

 

REVIEWING AGENCIES:

 

Auditor-Controller

 

ATTACHMENT(S):

 

Attachment A - FY 2023-24 Mid-Year Budget Report
Attachment B - Government Code Sections
Attachment C - County Events Calendar
Attachment D - Classification Maintenance Studies
Attachment E - ACLEM Salary Schedule
Attachment F - Side Letter Agreement - OCMA