HomeMy WebLinkAboutMINUTES - 10201992 - I.O.4 I .O.-4
TO: BOARD OF SUPERVISORS 6--
�� ��.. Contra
FROM: INTERNAL OPERATIONS COMMITTEE
Costa
County
DATE: October 12 , 1992
rq couy'�'
SUBJECT: SENIOR TAX WORK-OFF PROGRAM
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
RECOMMENDATIONS:
1 . Accept the attached report from the Senior Tax Work-Off
Committee and agree with the Committee' s conclusion that,
except as outlined below, there does not appear to be any
readily available source of funding for a Senior Tax Work-Off
Program at the present time.
2 . Request the Director, Area Agency .on Aging, to determine
whether there are any discretionary Title V, Older Americans
Act funds available for Senior Employment Programs which might
be made available to fund a coordinator position for the
Senior Tax Work-Off Program and report back his findings and
recommendations before the end of 1992 ..
3. Request the Senior Tax Work-Off Committee. to explore the
availability of funding for a coordinator position from the
Koret Foundation or other foundations and report their
findings and recommendation to our Committee before the end of
1992 .
4 . Request the County Administrator to prepare a letter which can
be signed by all members of . the Board of Supervisors and sent
to all County Department Heads, urging Departments to do all
they can. to hire senior citizens for appropriate positions,
within existing merit system regulations and state and federal
laws and regulations . This letter should be cleared by the
Personnel Director and County Counsel before being presented
to the 'Board for signature.
CONTINUED ON ATTACHMENT: X YES SIGNATURE:
RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
APPROVE OTHER
C cid
SIGNATURE(S): ROBERT I . SCHRODER. SUNNE WRIGHT McP.EAK
ACTION OF BOARD ON October 20., 1992 APPROVED AS RECOMMENDED OTHER
VOTE OF SUPERVISORS
�J 1 HEREBY CERTIFY THAT THIS IS A TRUE
UNANIMOUS(ABSENT ++ ) AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN.
CC: See Page 2 .2 ATTESTED /y9'2.
PHIL BATCHELOR,CLERK OF THE BOARD OF
SUPERVISORS AND COUNTY ADMINISTRATOR
Y DEPUTY
M382 (1Q%ir8) B '
I .O.-4
5 . Request the Director, Area Agency on Aging, to recruit through
the Council on Aging and local senior citizen organizations
for senior citizen volunteers who might be available and
capable of managing the Senior Tax Work-Off Program.
6 . Direct the County Administrator, if any new tax credit or
revenue source is developed in the near future, to attempt to
build into it an opportunity for low-income citizens and
senior citizens, in particular, to provide volunteer service
to the County in exchange for a credit on the taxes they would
otherwise owe the County.
BACKGROUND:
On August 4, 1992, the Board of Supervisors approved our most
recent report on this subject and directed that staff attempt to
identify a possible source of funding for the program. As the
attached report from the County Administrator' s Office and the
attached report from the Executive Director of the Private Industry
Council indicate, no readily available source of funding has been
located to date. However, our Committee wants to try some
additional potential sources . These include federal Older
Americans Act funds and private foundations : We also want to
explore the possibility of a retired senior citizen who might be
interested in managing the program for the County on a volunteer
basis . We are asking that these alternatives be explored and
reported back to us before the end of this calendar year so we can
complete work on this assignment before the end of our term. We
are, therefore, making the above recommendations and will report
further to the Board following our receipt of the requested
reports .
cc: County Administrator
Kenneth J. Corcoran, Auditor-Controller
Alfred P. Lomeli, Treasurer-Tax Collector
Perfecto Villarreal, Social Services Director
Art Miner, Executive Director, Private Industry Council
Harry Cisterman, Director of Personnel
Victor J. Westman, County Counsel
Sondra Rothwell, Management Analyst
Bob Sessler, Director, Area Agency on Aging, SSD
I
2
i
Contra Costa County
OFFICE OF THE COUNTY ADMINISTRATOR
651 Pine Street, 10th Floor
Martinez, CA 94553
510-646-2764
Date: October 5, 1992
To: Internal Operations Committee
Fm: Senior Tax Work-Off Committee
Re: REPORT ON THE IMPLEMENTATION OF THE SENIOR TAX
WORK-OFF PROGRAM IN CONTRA COSTA COUNTY
RECOMMENDATION:
Accept report and approve the recommendation of the Senior Tax
Work-Off Committee not to implement a Senior Tax Work-Off Program
in Contra Costa County.
Approve and authorize the Chair, Board of Supervisors to sign the
attached memorandum encouraging all Department Heads to hire
Seniors when possible.
Remove this item as a referral from this Committee.
BACKGROUND:
On July 27, 1992, the Senior Tax Work-Off Committee submitted a
report on the status of implementing the Tax .Work-Off program in
the County. At that time, the Committee had reviewed various
questions and concerns of employee organizations and the
feasibility of implementing this program. County Counsel reviewed
the model program of Riverside and indicated that our County could
set up a program similar to it, however the Committee felt that
someone would be required to administer the program which would be
costly. The Committee began seeking a source of funding of
approximately $50,000. It was suggested that we look at the PIC
and their Senior Worker Training program and determine whether the
Senior Work-Off program could be incorporated in that program.
Staff spoke with the Executive Director of the PIC who seemed
interested in looking at whether the PIC could be involved. His
response which was made directly to the I/O Committee in August
states that the funds required to administer the program would not
qualify as administrative expenses under their 3% Senior Worker
Training program.
Staff then met with 'the Tax-Collector to discuss the possibility of
setting up a small pilot Senior Tax Work-Off program in that
office. Due to budget cuts, the Tax-Collector saw no way to take
on the additional workload and expense to administer even a small
program.
Even if funding for this program is located, it would not be
feasible for the County to implement a new program until such time
the pool of employees on the lay off list has been exhausted.
Therefore, it is recommended that the Board encourage Department
Heads to hire Seniors when possible.
cc: Auditor-Controller
Treasurer Tax-Collector
County Counsel
Personnel
Social Services Department, Area Office on Aging
Private Industry Council
CAO
CONTRA COSTA COUNTY
PRTA';'' INDUSTRY COUNCIL
2425 BISSO LANE, SUITE 100
CONCORD, CA 94520 646-5239
DATE: August 24, 1992 cc:
TO: Internal Operations Committee
(Supe ' or Schroder and McPeak)
FROM: Arthur C. 'ner�xecutive Director
Private Industry Council
SUBJECT: 1/0 Report - Senior Tax Work-off Program
After having received a copy of the I/O report on this subject, I am concerned that
false expectations may have inadvertently been raised.
My cursory review is that a $50,000 budget is not an unreasonable amount for the
cost of administering such a program, particularly if assigned to a department where
the cost would be incremental rather than free standing. If free standing, $50,000
may not pay for a full time staff person. If the assignment.were to be on a functional
basis, .the PIC is not an unreasonable choice since we operate employment and
training programs, and this would be anemployment program. However, a much
better functional choice would be the County Personnel Department. If the
assignment were made on a program basis, I believe the clear choice would be the
Area Agency on Aging Office of the Social Service Department.
However, the. 1/0 report indicates the Board is really looking for a funding source
rather than.an agency to administer the program on a $50,000 budget. For the
following reasons, I do not see the PIC as that source..
Our total 3% senior worker training program is funded at approximately $100,000,
and about half of that is contracted out. By federal statue we are limited to a 15%
administrative CAP; although some of the expenses of program operation probably
would not qualify as administrative expenses, I do not think there is any way we
could pass monitoring or audit review with a 3% program that utilized half its funds
to operate a County senior tax write-off program.
DTPA funds, can. only be expended for the economically disadvantaged. This is
probably not a good match with a senior property tax work-off program; although
some of the potential participants might both own property and be economically
disadvantaged - I would speculate that the majority of people interested in
participating in the proposed program do not meet our economically disadvantaged
eligibility criteria. If DTPA funds were the only source of program operation funds,
then the Board would have to restrict participation to only DTPA participants. If 10%
of the participants were DTPA participants --not an unreasonable assumption - then
we could fund 10% (or $5,000) of the cost ofprogram operation from JTPA funds.
There are also maintenance of effort, employee representation and appropriate wage
requirements with the use of JTPA funds. It would be difficult to place DTPA
participants in departments with layoffs, and a violation to. have them do work
previously performed by workers that were laid off. When placed with an organized
employer, employee representatives must provide some prior concurrence. JTPA
participants are to be placed at appropriate wage rates, and although the
establishment of a trainee rate is appropriate, there would be an audit hazard in
paying minimum wage to JTPA participants who were performing work previously or
currently performed by regular employees at a significantly higher level of
compensation.
The preceding four paragraphs should give you some idea and appreciation of, the
complexity of the JTPA program administrated by this department. If the senior tax
work-off program is established, we would be very interested in coordinating our
efforts. We would,like to place some of our participants in it as a form of paid work
experience, with the goal of placing the participants in permanent private sector
employment after the temporary work experience. We would have to operate within
the preceding referenced restraints. If the Board wished this department to
administer the program and had adequate funding, we would be pleased to do so, but
JTPA's share of the cost would be limited, and there might be better
selections/match where a department would only need incremental funding rather
than have to cost the program as a stand atone operation.
However deserving and popular this program may be, the Board has to balance the
risk of initiating a new program when. it may lack the revenues to adequately fund
the program at a level where it can be successful. It is also my understanding from
Department Head budget briefings that the State is contemplating the elimination of
property taxes as a revenue source for Counties, rewarding that revenue source to
the schools; such an action would eliminate the purpose of this program.
cc: CAO
Social Service - AAA Director
Personnel Director
Board Members