E-mail correspondence of Dena Diorio

Posted: Thursday, Nov. 05, 2009

From: Riddle, Joel Sent: Monday, June 04, 2007 8:55 AM To: County All Subject: Health Screening Appointment Requests

You are invited to register for free health screenings to be held in recognition of the Mecklenburg County Employee Health and Benefits Fair.

When: Wednesday June 13, 2007

Time: 7:30 am - 11:30 am

Where: Department of Social Services (DSS)

Kuralt Centre (301 Billingsley Road)

Charlotte Training Room

Screening appointments are available from 7:30 am to 11:30 am. The screenings will include a complete biometric profile (blood pressure, height, weight, total cholesterol, HDL, LDL and Triglycerides). Following your screening, you will have immediate access to your results.

Appointments are required, so please make sure you register. *

Appointments will be confirmed by email. *

Every effort will be made to schedule your first or second choice.

To register, go to: http://survey.co.mecklenburg.nc.us/Surveys/TakeSurvey.aspx?surveyid=1401

Please contact Christie Dvorak (336-5035) or Anna Mendenahll (336-5036) with questions. From: McCullough, Dallas Sent: Wednesday, April 02, 2008 3:40 PM To: Walters, Patrick; Cook, Richard Cc: Jones, Donna; Jones, Ron A. (DSS); Hosseini, Teresa C.; Wilson, Bob; Heptig, Barbara L. Subject: RE: Encryption

Hello Patrick, As you stated, to DSS customers, we have always "preached" the policy of saving any confidential information ( and actually anything that you do not want accidentally deleted) to your home directory on the network. I am not aware of any YFS staff or application situations that would not be doing so. Thanks. Dallas McCullough

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From: Walters, Patrick Sent: Wednesday, April 02, 2008 3:33 PM To: Cook, Richard Cc: Jones, Donna; Jones, Ron A. (DSS); Hosseini, Teresa C.; Wilson, Bob; Heptig, Barbara L.; McCullough, Dallas Subject: FW: Encryption

Hi Richard, This request has now found its way to me. By policy, DSS users aren't generally supposed to store/save documents or data on the hard drives. They are encouraged to save them on the networks. All of the data (confidential, sensitive, or otherwise) from our custom applications is saved on the network not on desktops or laptops. I have copied the IT liaisons to each of our divisions to see if they can identify individuals or situations where this might not be the case and we would need the encryption software installed. Thanks, Patrick 64888

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From: Villescas, Susana Sent: Tuesday, April 01, 2008 3:27 PM To: Walters, Patrick Subject: FW: Encryption

Patrick: See below: Two suggestions: 1. Get a timetable to see when we have to have this completed 2. Get a definition of what HIPAA related information means as it relates to DSS. I don't believe that we have any HIPAA related information, but I may be wrong. 3. We may need someone from the US Department of HHS to help us sort our the definition. Susana

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From: Lipman, Helen Sent: Tuesday, April 01, 2008 2:54 PM To: Villescas, Susana Subject: FW: Encryption

Please work with Patrick to get the correct information provided. Even though we do not have HIPPA data, we may have other data that we would want to encrypt. Thanks. Helen Lipman Interim Deputy Director Mecklenburg Department of Social Services 301 Billingsley Road Charlotte, NC 28211 Phone: 704-336-6293 Fax: 704-336-3361 Email Helen.Lipman@MecklenburgCountyNC.gov

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From: Jackson, Janice Sent: Tuesday, April 01, 2008 2:45 PM To: Lipman, Helen Subject: FW: Encryption

Plse get this info to Richard. Thanks.

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From: Cook, Richard Sent: Tuesday, April 01, 2008 1:34 PM To: Jackson, Janice Subject: Encryption

We are in the process of implementing encryption software for desktops/laptops to ensure sensitive/confidential data is properly secured in the event of loss and/or theft. To that end, we would like to identify employees within D.S.S. which have access to this type of information (i.e. HIPPA data etc.) for the initial phase across the County. This particular solution is the same which is being deployed at the State level. A contact to provide such a list (individuals, whole areas etc.) will be necessary. We will then work with D.S.S. Technology support to implement. Please let me know if any comments/concerns. Thanks in advance for your assistance. Richard Cook Sr. IST Security Manager - Mecklenburg County 704.336.4433 (W) 704.578.8934 (BB) Richard.Cook@MecklenburgCountyNC.gov From: Hosseini, Teresa C. Sent: Thursday, April 03, 2008 7:14 AM To: Walters, Patrick; Cook, Richard Cc: Jones, Donna; Jones, Ron A. (DSS); Wilson, Bob; Heptig, Barbara L.; McCullough, Dallas Subject: RE: Encryption

Several years back Debbie Espin worked with the County Attorney and determined we do not have HIPPA data. Sincerely, Teresa Hosseini IT Project Manager DSS Information Services Division Work number: (704)-336-3205 Email address: TeresaC.Hosseini@MecklenburgCountyNC.gov

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From: Villescas, Susana Sent: Tuesday, April 01, 2008 3:27 PM To: Walters, Patrick Subject: FW: Encryption

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From: Lipman, Helen Sent: Tuesday, April 01, 2008 2:54 PM To: Villescas, Susana Subject: FW: Encryption

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From: Jackson, Janice Sent: Tuesday, April 01, 2008 2:45 PM To: Lipman, Helen Subject: FW: Encryption

Plse get this info to Richard. Thanks.

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From: Cook, Richard Sent: Tuesday, April 01, 2008 1:34 PM To: Jackson, Janice Subject: Encryption

We are in the process of implementing encryption software for desktops/laptops to ensure sensitive/confidential data is properly secured in the event of loss and/or theft. To that end, we would like to identify employees within D.S.S. which have access to this type of information (i.e. HIPPA data etc.) for the initial phase across the County. This particular solution is the same which is being deployed at the State level. A contact to provide such a list (individuals, whole areas etc.) will be necessary. We will then work with D.S.S. Technology support to implement. Please let me know if any comments/concerns. Thanks in advance for your assistance. Richard Cook Sr. IST Security Manager - Mecklenburg County 704.336.4433 (W) 704.578.8934 (BB) Richard.Cook@MecklenburgCountyNC.gov From: Adams, Rodney Sent: Tuesday, June 24, 2008 4:49 PM To: Cook, Richard Subject: Meeting Request

Richard, I would like to discuss the need for additional computer support. Please contact me at your earliest convenience to discuss. Thanks in advance for your time. Rodney Adams Support Services Division Director Mecklenburg County Department of Social Services 301 Billingsley Road Charlotte, NC 28211 704-353-1594 From: Adams, Rodney Sent: Friday, June 27, 2008 9:21 AM To: Cook, Richard Subject: Computer Support

Mr. Cook, Please contact me regarding computer support needed at the Kuralt Centre of DSS. Thanks. Rodney Adams Support Services Division Director Mecklenburg County Department of Social Services 301 Billingsley Road Charlotte, NC 28211 704-353-1594 From: Buchanan, Cheryl Sent: Tuesday, October 14, 2008 2:02 PM To: AMH-ALL; AMH-Clinical Managers; AMH-PSO-All Managers-Supervisors; CS-Court Services; DSS Call Center Mgrs; Elections Staff; IST-MGRS; LUE/HLT/GIS-Supv; MCSO-SUPERVISORS; ParkRecreation; PARKALL; ParkSMT; PRKMGR; YFS-ALL; SFA-Adult Medicaid Management Team; SFA-Adult Medicaid-Q&T All; NDS-ADS SECURITY; HR-ALL; Fire Marshall; DEP-ALL Subject: FW: Memo and registration

From: Spears, Cornita Sent: Thursday, January 01, 2009 9:47 AM To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher; Barber, Douglas Subject: RE: Voucher Protocol

I'm a bit confused. Your e-mail to staff indicates that you've requested Internal Audit to review all invoices and expenditures, but other than receiving an e-mail from Janice at 12:52 today indicating that she had suggested that you contact me about an unspecified issue with expenditures, your e-mail of 5:03 is the first I've heard of the matter. Perhaps you may have spoken with one of our audit staff members and requested the audit that you've referred to in your e-mail to your staff. I don't know who you spoke with, but depending on the volume of transactions, it may be impratical for us to review all invoices and expenditures. I'm in the office on Friday. Give me a call to discuss. I don't have staff available to perform an audit right now, but we do have a project that is winding down in the next couple of weeks and can place this next on the list.

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From: Wilson, Mary Sent: Wed 12/31/2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

Anita, I'd like to speak with you soon about how we conduct an internal audit on this issue. Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

On Monday, December 1st, I instructed Paul Risk, Division Director for Youth and Family Services (YFS) to discontinue using vouchers at local stores for purchases until we could understand why the costs had increased so significantly. In recent months one retail bill increased from an average of $5,000 - $6,000 per month to over $20,000 in October. Additionally, it was learned that contrary to County policy, only 30 ñ 35% of receipts have been returned to DSSí Finance Department by the person making the purchases. I ceased the use of YFS vouchers due to a lack of strict oversight of our voucher system for clothes and other consumable supplies for foster children. As a result of this lack of oversight I have asked County Finance internal audit department to review all invoices and expenditures to ensure compliance with County policies.

Upon further investigation, we have found that (i) foster care families are responsible for purchasing clothes for the kids in their care but do not receive a check until 45 days after the child comes to their home, (ii) Mecklenburg County was spending money in addition to the money being paid to the foster care families to purchase clothes, (iii) there are other families with unmet needs such as grandparents in our Kinship care program and (iv) there are donations available to provide for many of these resources for our children who are in need but not in DSS custody.

Following my guidance to discontinue using the vouchers until further research was completed, I received an email from a staff member and subsequently received questions during the round of supervisory meetings I held across DSS. I want to thank the staff member who was courageous enough to send me an e-mail asking me about my decision and I want to thank the supervisors who raised the question during the supervisory meetings.

The following is an update on the issue and our plan for the new process going forward.

A foster parentís monthly maintenance payment is intended to meet the needs of youth in custody such as clothing and/or other essential items, however they can not do so if they do not receive their check on time. Therefore, the following clothing protocol is being implemented immediately:

1) Foster parents are informed at the beginning of their relationship with DSS that they are expected to use the maintenance payment to meet the needs (clothing, school supplies, food, and increases in utilities) of a child placed within their home.

2) Foster parents are responsible for ensuring that foster youth are adequately clothed for the season and should have clothing equal to or greater than the minimum clothing list as established by the Department within three months of placement in the foster home.

3) DSS will provide a $150 check within one business day of placement of the foster child to the foster parent for initial clothing purchases and will have that amount deducted from the first foster care payment. This will apply to public and private provider agencies.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

5) When a youth leaves a foster care placement it is expected that they will have clothing that meets their minimum needs. If they do not the provider will have the cost of replacement clothing deducted from their next maintenance payment.

6) Emergency placements: after-hours staff are authorized to use a clothing voucher, up to $50, so that the provider can get essential clothing that evening or the next day when the child has no clothing.

7) Petitioning social workers should attempt to get clothing from the family and if the family denies access to their children's clothing this matter should be discussed in court at the initial hearing and YFS should request the court to order the family to provide all clothing that is available.

8) Social workers should also contact the Community Resource Office to access funds for safety, preventive or reunification services when a juvenile is remaining in the home or returning to the home (ex. cribs, car seats, etc.). The main contact number to the Community Resources is 704-336-4809.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

* A protocol for kinship care placements throughout DSS. Permanency planning worker should ensure that basic clothing and other needs are met through the kinship care providerís resources. If additional resources are required , the social worker should contact the Community Resource Office for assistance using funds donated by the public for the care of our clients. Additionally, the worker should encourage the kinship provider to apply for the Work First cash assistance program to receive Temporary Assistance of Needy Families (TANF) funds and explore becoming licensed as a foster parent which will entitle them to additional cash assistance.

This is a great example of how I hope we can address issues within DSS by being open, honest and transparent and without fear of retaliation. Going forward, I believe it is essential to bring resolution by reviewing the situation and determining whether we are consistent with the policy intended or have we created a work around to fix another problem? In this instance, we created a work around to fix the problem of foster parents not being paid timely and children not having necessary items. This work around was on schedule to costing the County approximately $200,000 a year (up from $58,000 in FY 2007 without an increase in the number of children served). I think all of us would prefer to see these funds used for other items, such as summer camp opportunities or after school transportation for tutoring, that we know our clients need.

Finally, please know that no child was left without necessary items during this time of review and transition. Every Division Director has access to me 24 hours a day 7 days a week so that decisions can be made timely and effectively for our clients. While we will take the time to review and correct our policies and procedures we will always do the right thing to take care of our clients.

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

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From: Wilson, Mary Sent: Wed 12/31/2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

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From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Wilson, Mary Sent: Thursday, January 01, 2009 10:57 AM To: Spears, Cornita; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher; Barber, Douglas Subject: Re: Voucher Protocol

Sorry if I misspoke. I thought Janice discussed with you. It is important but not time sensitive. We can work with your schedule.

Thanks for the response.

Happy New Year! Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: Spears, Cornita To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher; Barber, Douglas Sent: Thu Jan 01 09:47:17 2009 Subject: RE: Voucher Protocol

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From: Wilson, Mary Sent: Wed 12/31/2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

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From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

Sorry if I misspoke. I thought Janice discussed with you. It is important but not time sensitive. We can work with your schedule.

Thanks for the response.

Happy New Year! Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: Spears, Cornita To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher; Barber, Douglas Sent: Thu Jan 01 09:47:17 2009 Subject: RE: Voucher Protocol

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From: Wilson, Mary Sent: Wed 12/31/2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

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From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Spears, Cornita Sent: Thursday, January 01, 2009 12:06 PM To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher; Barber, Douglas Subject: RE: Voucher Protocol

No problem. Call me tomorrow.

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From: Wilson, Mary Sent: Thu 1/1/2009 10:57 AM To: Spears, Cornita; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher; Barber, Douglas Subject: Re: Voucher Protocol

Sorry if I misspoke. I thought Janice discussed with you. It is important but not time sensitive. We can work with your schedule.

Thanks for the response.

Happy New Year! Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: Spears, Cornita To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher; Barber, Douglas Sent: Thu Jan 01 09:47:17 2009 Subject: RE: Voucher Protocol

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From: Wilson, Mary Sent: Wed 12/31/2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

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From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

No problem. Call me tomorrow.

_____

From: Wilson, Mary Sent: Thu 1/1/2009 10:57 AM To: Spears, Cornita; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher; Barber, Douglas Subject: Re: Voucher Protocol

Sorry if I misspoke. I thought Janice discussed with you. It is important but not time sensitive. We can work with your schedule.

Thanks for the response.

Happy New Year! Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: Spears, Cornita To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher; Barber, Douglas Sent: Thu Jan 01 09:47:17 2009 Subject: RE: Voucher Protocol

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From: Wilson, Mary Sent: Wed 12/31/2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Diorio, Dena R. Sent: Friday, January 02, 2009 8:02 AM To: Wilson, Mary; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: RE: Voucher Protocol

Mary & Nita, Let me know if you need any assistance from the Finance Department. Dena

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From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Diorio, Dena R. Sent: Friday, January 02, 2009 8:02 AM To: Wilson, Mary; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: RE: Voucher Protocol

Mary & Nita, Let me know if you need any assistance from the Finance Department. Dena

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From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Wilson, Mary Sent: Friday, January 02, 2009 8:04 AM To: Diorio, Dena R. Subject: Re: Voucher Protocol

Is Nita part of Finance?

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: Diorio, Dena R. To: Wilson, Mary; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Sent: Fri Jan 02 08:02:05 2009 Subject: RE: Voucher Protocol

Mary & Nita, Let me know if you need any assistance from the Finance Department. Dena

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From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Spears, Cornita Sent: Friday, January 02, 2009 9:55 AM To: Diorio, Dena R. Subject: RE: Voucher Protocol

Yeah, I notice her e-mail to staff indicated she'd requested assistance from County Finance internal audit. I'm assuming that she's wanting Internal Audit's help and simply thinks we're a part of the County Finance Department, but I'll know more when I talk to her.

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From: Diorio, Dena R. Sent: Friday, January 02, 2009 8:02 AM To: Wilson, Mary; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: RE: Voucher Protocol

Mary & Nita, Let me know if you need any assistance from the Finance Department. Dena

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From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Spears, Cornita Sent: Friday, January 02, 2009 9:55 AM To: Diorio, Dena R. Subject: RE: Voucher Protocol

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From: Diorio, Dena R. Sent: Friday, January 02, 2009 8:02 AM To: Wilson, Mary; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: RE: Voucher Protocol

Mary & Nita, Let me know if you need any assistance from the Finance Department. Dena

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Diorio, Dena R. Sent: Friday, January 02, 2009 12:19 PM To: Spears, Cornita Subject: RE: Voucher Protocol

Yes - she thinks you are part of Finance

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From: Spears, Cornita Sent: Friday, January 02, 2009 9:55 AM To: Diorio, Dena R. Subject: RE: Voucher Protocol

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From: Diorio, Dena R. Sent: Friday, January 02, 2009 8:02 AM To: Wilson, Mary; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: RE: Voucher Protocol

Mary & Nita, Let me know if you need any assistance from the Finance Department. Dena

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: dadams@bbandtcm.com Sent: Monday, January 05, 2009 11:57 AM To: Diorio, Dena R.; Murchison, Gail; Reeves, Wanda; Bethune, Marvin; elucas@rbh.com; blofton@rbh.com; dadams@bbandtcm.com; amyjohnson@mvalaw.com; rickhazlett@mvalaw.com; twolfe@bbandt.com; fknox@bbandt.com; douglas.mcdade@db.com; paul.e.vaden@db.com; pbrown@nexsenpruet.com Cc: hhernandez@bbandtcm.com; sekiert@bbandtcm.com Subject: Mecklenburg County, Series 2006 COPs Assumption

Good morningÖ and Happy New Year!

I hope that you all had an enjoyable holiday seasonÖ hard to believe itís already 2009Ö but Iím certainly excited about ìthe promise of the new yearîÖ

In my message below, I had proposed a call on Wednesday morning of this week to discuss, generally, where we areÖ and to review documents. I have touched base with the rating agencies and so far, everything looks to be good to go. Several of you reported (emailed) back to me saying that Wednesday morning at 10:30am for a conference call looked goodÖ I just wanted to confirm that there are no significant obstructions to that proposed timeÖ

Please let me knowÖ so I can then circulate dial-in instructions.

ThanksÖ and I look forward to speaking with you all on Wednesday.

Respectfully,

DMA

============================

Good morning everyone!

Attached, please find updated drafts of both the Financing Timetable and Distribution List for the above-referenced transaction. Several of our working group members have been working diligently to make sure we will be able to accomplish this assumption by the January 22nd closing date targeted.

Activities underwayÖ 1) notices have already been circulated to the necessary parties regarding the Replacement of both the Liquidity Provider and the Remarketing AgentÖ 2) communications are already underway with the current liquidity provider and the trustee to ensure a smooth transitionÖ 3) the first draft of the standby bond purchase agreement has been circulatedÖ 4) we should see first drafts of both the Remarketing and Interest Services Agreement as well as the Reoffering Circular a bit later todayÖ and 5) information is being forwarded to the proper contacts at the rating agencies to make sure we have both the long-term ratings on the Countyís COPs and the short-term ratings of BB&T confirmed in time to distribute the reoffering circular.

The calendar calls for us to get together that first full week of January to discuss the transactionÖ any unusual mechanics (not that we expect any)Ö and review timing and documentation. I would ask that everyone check their calendars and let me know how you look for that week. I will propose a conference call on Wednesday, January 7th at 10:30 am. Please let me know how that works for youÖ Please let me or Hector know if you have any questions or comments to these two documents.

If I donít speak with you beforeÖ have a Happy and Safe Holiday!

Respectfully,

David M. Adams

Senior Vice President

BB&T Capital Markets - Public Finance Group

200 S College Street, 7th Floor

Charlotte, North Carolina 28203

704.954.1540 (o) NEW NUMBER

704.906.9189 (c)

704.954.1084 (f)

This message is intended only for the addressee. BB&T Capital Markets is a division of Scott & Stringfellow, LLC (member NYSE/SIPC), a wholly-owned non-bank subsidiary of BB&T Corporation. The securities sold, offered or recommended are not a deposit, not FDIC Insured, Not Guaranteed by the bank, Not Insured by any Federal Government Agency and may go down in value. Please be aware that since the confidentiality of Internet email cannot be guaranteed, do not include private or confidential information such as passwords, account numbers, social security numbers, etc., in emails to us. Additionally, instructions having financial consequences such as trade orders, funds transfer, etc., should not be included in your email communications to us as we cannot act on such instructions received by email.

From: Diorio, Dena R. Sent: Monday, January 05, 2009 12:26 PM To: 'dadams@bbandtcm.com'; Murchison, Gail; Reeves, Wanda; Bethune, Marvin; 'elucas@rbh.com'; 'blofton@rbh.com'; 'amyjohnson@mvalaw.com'; 'rickhazlett@mvalaw.com'; 'twolfe@bbandt.com'; 'fknox@bbandt.com'; 'douglas.mcdade@db.com'; 'paul.e.vaden@db.com'; 'pbrown@nexsenpruet.com' Cc: 'hhernandez@bbandtcm.com'; 'sekiert@bbandtcm.com' Subject: RE: Mecklenburg County, Series 2006 COPs Assumption

David - can we push this out to 11:30?

_____

From: dadams@bbandtcm.com [mailto:dadams@bbandtcm.com] Sent: Monday, January 05, 2009 11:57 AM To: Diorio, Dena R.; Murchison, Gail; Reeves, Wanda; Bethune, Marvin; elucas@rbh.com; blofton@rbh.com; dadams@bbandtcm.com; amyjohnson@mvalaw.com; rickhazlett@mvalaw.com; twolfe@bbandt.com; fknox@bbandt.com; douglas.mcdade@db.com; paul.e.vaden@db.com; pbrown@nexsenpruet.com Cc: hhernandez@bbandtcm.com; sekiert@bbandtcm.com Subject: Mecklenburg County, Series 2006 COPs Assumption

Good morningÖ and Happy New Year!

I hope that you all had an enjoyable holiday seasonÖ hard to believe itís already 2009Ö but Iím certainly excited about ìthe promise of the new yearîÖ

Please let me knowÖ so I can then circulate dial-in instructions.

ThanksÖ and I look forward to speaking with you all on Wednesday.

Respectfully,

DMA

============================

Good morning everyone!

If I donít speak with you beforeÖ have a Happy and Safe Holiday!

Respectfully,

David M. Adams

Senior Vice President

BB&T Capital Markets - Public Finance Group

200 S College Street, 7th Floor

Charlotte, North Carolina 28203

704.954.1540 (o) NEW NUMBER

704.906.9189 (c)

704.954.1084 (f)

From: Wolfe, Ted [TWolfe@BBandT.com] Sent: Monday, January 05, 2009 12:46 PM To: Diorio, Dena R.; dadams@bbandtcm.com; Murchison, Gail; Reeves, Wanda; Bethune, Marvin; elucas@rbh.com; blofton@rbh.com; amyjohnson@mvalaw.com; rickhazlett@mvalaw.com; Knox, Frank; douglas.mcdade@db.com; paul.e.vaden@db.com; pbrown@nexsenpruet.com Cc: hhernandez@bbandtcm.com; sekiert@bbandtcm.com Subject: RE: Mecklenburg County, Series 2006 COPs Assumption

That works for me.

Ted H. Wolfe Senior Vice President Corporate Banker

BB&T 200 S. College Street, 2nd Floor Mail Code: 500-01-02-00 Charlotte, NC 28202 Phone: 704-954-1014 Fax: 704-954-1091 Email:twolfe@bbandt.com

_____

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Monday, January 05, 2009 12:26 PM To: dadams@bbandtcm.com; Murchison, Gail; Reeves, Wanda; Bethune, Marvin; elucas@rbh.com; blofton@rbh.com; amyjohnson@mvalaw.com; rickhazlett@mvalaw.com; Wolfe, Ted; Knox, Frank; douglas.mcdade@db.com; paul.e.vaden@db.com; pbrown@nexsenpruet.com Cc: hhernandez@bbandtcm.com; sekiert@bbandtcm.com Subject: RE: Mecklenburg County, Series 2006 COPs Assumption

David - can we push this out to 11:30?

_____

Good morningÖ and Happy New Year!

I hope that you all had an enjoyable holiday seasonÖ hard to believe itís already 2009Ö but Iím certainly excited about ìthe promise of the new yearîÖ

Please let me knowÖ so I can then circulate dial-in instructions.

ThanksÖ and I look forward to speaking with you all on Wednesday.

Respectfully,

DMA

============================

Good morning everyone!

If I donít speak with you beforeÖ have a Happy and Safe Holiday!

Respectfully,

David M. Adams

Senior Vice President

BB&T Capital Markets - Public Finance Group

200 S College Street, 7th Floor

Charlotte, North Carolina 28203

704.954.1540 (o) NEW NUMBER

704.906.9189 (c)

704.954.1084 (f)

From: Murchison, Gail Sent: Monday, January 05, 2009 1:43 PM To: Diorio, Dena R.; 'dadams@bbandtcm.com'; Reeves, Wanda; Bethune, Marvin; 'elucas@rbh.com'; 'blofton@rbh.com'; 'amyjohnson@mvalaw.com'; 'rickhazlett@mvalaw.com'; 'twolfe@bbandt.com'; 'fknox@bbandt.com'; 'douglas.mcdade@db.com'; 'paul.e.vaden@db.com'; 'pbrown@nexsenpruet.com' Cc: 'hhernandez@bbandtcm.com'; 'sekiert@bbandtcm.com' Subject: RE: Mecklenburg County, Series 2006 COPs Assumption

11:30 is good for me.

_____

From: Diorio, Dena R. Sent: Monday, January 05, 2009 12:26 PM To: 'dadams@bbandtcm.com'; Murchison, Gail; Reeves, Wanda; Bethune, Marvin; elucas@rbh.com; blofton@rbh.com; amyjohnson@mvalaw.com; rickhazlett@mvalaw.com; twolfe@bbandt.com; fknox@bbandt.com; douglas.mcdade@db.com; paul.e.vaden@db.com; pbrown@nexsenpruet.com Cc: hhernandez@bbandtcm.com; sekiert@bbandtcm.com Subject: RE: Mecklenburg County, Series 2006 COPs Assumption

David - can we push this out to 11:30?

_____

Good morningÖ and Happy New Year!

I hope that you all had an enjoyable holiday seasonÖ hard to believe itís already 2009Ö but Iím certainly excited about ìthe promise of the new yearîÖ

Please let me knowÖ so I can then circulate dial-in instructions.

ThanksÖ and I look forward to speaking with you all on Wednesday.

Respectfully,

DMA

============================

Good morning everyone!

If I donít speak with you beforeÖ have a Happy and Safe Holiday!

Respectfully,

David M. Adams

Senior Vice President

BB&T Capital Markets - Public Finance Group

200 S College Street, 7th Floor

Charlotte, North Carolina 28203

704.954.1540 (o) NEW NUMBER

704.906.9189 (c)

704.954.1084 (f)

From: dadams@bbandtcm.com Sent: Tuesday, January 06, 2009 12:58 PM To: Diorio, Dena R. Subject: FW: Mecklenburg follow-up questions

Call me when you get thisÖ

I can probably handle #ís 2, 7, 9 & 11Ö but we should discuss.

Thanks,

David M. Adams

Senior Vice President

BB&T Capital Markets - Public Finance Group

_____

From: Barbara.Rosenberg@fitchratings.com [mailto:Barbara.Rosenberg@fitchratings.com] Sent: Tuesday, January 06, 2009 12:32 PM To: Adams, David Subject: Fw: Mecklenburg follow-up questions

Hi David, Sorry, I had a typo in your address. Questions are below Barbara

----- Forwarded by Barbara Rosenberg/pf/NYC/F-I on 01/06/2009 12:31 PM -----

Barbara Rosenberg/pf/NYC/F-I

01/06/2009 12:31 PM

dena.diorio@mecklenburgcountync.gov, dadams@bbantcm.com

Subject

Mecklenburg follow-up questions

1. Please discuss the reasons behind the FY09 tax levy decrease (GO POS, page 24)

2. There has been a decrease in the AV of several top taxpayers from FY07 to FY08 (Table 9 of CAFR), most notably for Duke Energy, Bank of America, although Wachovia increased. Please discuss the general decline, including those 3 taxpayers.

3. Do you know the number of county jobs attributed to financial services? Our last report said 78,000

4. Page 31 of the flip book lists $35.8 million in transfers to other funds for FY09. Do you have a breakdown of that amount? Does it include the $26 million pay-go?

5. Page 31 states the FY09 budget totals $1.36 million in revenues and $1.4 million in expenditures, while page 143 of the FY09 Adopted Budget says the general fund budget equals $1.39 million. Can you please reconcile those numbers?

6. Pages 12-13 of the FY09 Adopted Budget discusses fund balance use for debt service and operating expense. Is this what is appropriated? Which funds?

7. Just as an FYI, to calculate amortization, I'm using the debt numbers on pages 21 and 23 of the POS, and coming up with a slightly different number than you do on page 39 of the flip book.

8. Please provide an updated mark-to-market for your swaps

9. Page 41 of the flip book breaks down unhedged variable rate debt vs. fixed. For fixed, please break down natural fixed vs. synthetically swapped to fixed. As a related question, page 48 of the FY08 CAFR lists $331 million as principal outstanding for GO variable rate debt, while page 41 of the flip book lists $303 million.

10. I'd appreciate a bit of clarification re your Ten-Year Capital Needs Assessment (page 34 flip book). My notes indicate that last year's 10 year request equalled $2.6 billion and that $754 million was funded in FY09. Are these numbers correct? Was the $2.6 billion then for FY09-FY18? How much of that was for schools and how much for other projects?

11. Please provide the names and value of the 2 schools included in the lien.Are these existing schools or is their construction funded by the current offering?

Thanks, Barbara

______________________________________________________________________ Confidentiality Notice: The information in this e-mail and any attachment(s) is confidential and for the use of the addressee(s) only. If you have received this e-mail in error, please delete this e-mail. Unauthorized use, reliance, disclosure or copying of the contents of this e-mail, or any similar action, is prohibited.

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From: dadams@bbandtcm.com Sent: Wednesday, January 07, 2009 12:26 PM To: Diorio, Dena R. Subject: FW: Mecklenburg follow-up questions

ëNuther question regarding exactly what document she was looking at. Since I was outÖ Iím not sure where/how she obtained theseÖ but (as referenced below) they were the section being prepared for the GO offering.

David M. Adams

Senior Vice President

BB&T Capital Markets - Public Finance Group

_____

From: Barbara.Rosenberg@fitchratings.com [mailto:Barbara.Rosenberg@fitchratings.com] Sent: Wednesday, January 07, 2009 12:21 PM To: Adams, David Subject: RE: Mecklenburg follow-up questions

Hi, This is odd, because there are 2 different FY09 levy amounts listed in 2 different POSs (is that the correct abbreviation??). Page 33 of the POS for the COPs, which you sent me on Dec 1st, has a FY09 levy of $816M, above FY08 levy of $798M. However, I received a POS for the GOs on Dec 22nd (see below), which I assumed was more up-to-date because it was sent later in the month. On page 24, it has a FY09 levy of $796M, below the FY08 levy.

Could you please let me know which levy is correct? Also, in general I've been using the GO POS for general county data, since it was later. Is this a problem? (And it's the POS I used in question #7).

Another question came up since I sent you the list below--did the LGC review and approve the county's most recent debt policy?

Thanks, Barbara

01/07/2009 11:55 AM

Subject

RE: Mecklenburg follow-up questions

BarbaraÖ what document are you looking at regarding your 1st questionÖ Iím not sure where you obtained that (cause I think I was out)? Thanks! David M. Adams Senior Vice President BB&T Capital Markets - Public Finance Group

_____

From: Barbara.Rosenberg@fitchratings.com [mailto:Barbara.Rosenberg@fitchratings.com] Sent: Tuesday, January 06, 2009 12:32 PM To: Adams, David Subject: Fw: Mecklenburg follow-up questions

Hi David, Sorry, I had a typo in your address. Questions are below Barbara

----- Forwarded by Barbara Rosenberg/pf/NYC/F-I on 01/06/2009 12:31 PM -----

Barbara Rosenberg/pf/NYC/F-I

01/06/2009 12:31 PM

dena.diorio@mecklenburgcountync.gov, dadams@bbantcm.com

Subject

Mecklenburg follow-up questions

Hi, Happy New Year. Hope you had a relaxing one. I plan to go to committee on Friday, but would appreciate if you could send me the following information before that, if you have the time. Please feel free to call if that's easier. I'll send along more questions as they arise, but wanted to allow you plenty of time for the ones I already have. 1. Please discuss the reasons behind the FY09 tax levy decrease (GO POS, page 24) 2. There has been a decrease in the AV of several top taxpayers from FY07 to FY08 (Table 9 of CAFR), most notably for Duke Energy, Bank of America, although Wachovia increased. Please discuss the general decline, including those 3 taxpayers. 3. Do you know the number of county jobs attributed to financial services? Our last report said 78,000 4. Page 31 of the flip book lists $35.8 million in transfers to other funds for FY09. Do you have a breakdown of that amount? Does it include the $26 million pay-go? 5. Page 31 states the FY09 budget totals $1.36 million in revenues and $1.4 million in expenditures, while page 143 of the FY09 Adopted Budget says the general fund budget equals $1.39 million. Can you please reconcile those numbers? 6. Pages 12-13 of the FY09 Adopted Budget discusses fund balance use for debt service and operating expense. Is this what is appropriated? Which funds? 7. Just as an FYI, to calculate amortization, I'm using the debt numbers on pages 21 and 23 of the POS, and coming up with a slightly different number than you do on page 39 of the flip book. 8. Please provide an updated mark-to-market for your swaps 9. Page 41 of the flip book breaks down unhedged variable rate debt vs. fixed. For fixed, please break down natural fixed vs. synthetically swapped to fixed. As a related question, page 48 of the FY08 CAFR lists $331 million as principal outstanding for GO variable rate debt, while page 41 of the flip book lists $303 million. 10. I'd appreciate a bit of clarification re your Ten-Year Capital Needs Assessment (page 34 flip book). My notes indicate that last year's 10 year request equalled $2.6 billion and that $754 million was funded in FY09. Are these numbers correct? Was the $2.6 billion then for FY09-FY18? How much of that was for schools and how much for other projects? 11. Please provide the names and value of the 2 schools included in the lien.Are these existing schools or is their construction funded by the current offering?

Thanks, Barbara

______________________________________________________________________ This email has been scanned by the MessageLabs Email Security System. For more information please visit http://www.messagelabs.com/email ______________________________________________________________________

From: Spears, Cornita Sent: Tuesday, January 13, 2009 11:50 AM To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher Subject: RE: Voucher Protocol

Mary... Unless you tried to reach me and didn't leave a message, I haven't received your call as of yet. If you still need Internal Audit assistance on this, let me know.

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Spears, Cornita Sent: Tuesday, January 13, 2009 11:50 AM To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher Subject: RE: Voucher Protocol

Mary... Unless you tried to reach me and didn't leave a message, I haven't received your call as of yet. If you still need Internal Audit assistance on this, let me know.

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Spears, Cornita Sent: Tuesday, January 13, 2009 2:11 PM To: Wilson, Mary Cc: Waddell, Christopher; Lancaster, Michelle; Jackson, Janice; Diorio, Dena R. Subject: RE: Voucher Protocol

Alright.

_____

From: Wilson, Mary Sent: Tuesday, January 13, 2009 12:38 PM To: Spears, Cornita Subject: Re: Voucher Protocol

Cornita,

I have not called yet but I do need help on this audit. I'll call you late next week.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Spears, Cornita To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher Sent: Tue Jan 13 11:49:46 2009 Subject: RE: Voucher Protocol

Mary... Unless you tried to reach me and didn't leave a message, I haven't received your call as of yet. If you still need Internal Audit assistance on this, let me know.

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Spears, Cornita Sent: Tuesday, January 13, 2009 2:11 PM To: Wilson, Mary Cc: Waddell, Christopher; Lancaster, Michelle; Jackson, Janice; Diorio, Dena R. Subject: RE: Voucher Protocol

Alright.

_____

From: Wilson, Mary Sent: Tuesday, January 13, 2009 12:38 PM To: Spears, Cornita Subject: Re: Voucher Protocol

Cornita,

I have not called yet but I do need help on this audit. I'll call you late next week.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Spears, Cornita To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher Sent: Tue Jan 13 11:49:46 2009 Subject: RE: Voucher Protocol

Mary... Unless you tried to reach me and didn't leave a message, I haven't received your call as of yet. If you still need Internal Audit assistance on this, let me know.

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Spears, Cornita Sent: Tuesday, January 13, 2009 2:13 PM To: Diorio, Dena R. Cc: Waddell, Christopher Subject: FW: Voucher Protocol

I'm not sure what DSS is doing. Mary's e-mail is a bit confusing because it reads as though they're doing the audit....so I'm not sure what the role of Internal Audit or Finance is. I'll update you once I hear from her.

_____

From: Wilson, Mary Sent: Tuesday, January 13, 2009 12:38 PM To: Spears, Cornita Subject: Re: Voucher Protocol

Cornita,

I have not called yet but I do need help on this audit. I'll call you late next week.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Spears, Cornita To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher Sent: Tue Jan 13 11:49:46 2009 Subject: RE: Voucher Protocol

Mary... Unless you tried to reach me and didn't leave a message, I haven't received your call as of yet. If you still need Internal Audit assistance on this, let me know.

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Spears, Cornita Sent: Tuesday, January 13, 2009 2:13 PM To: Diorio, Dena R. Cc: Waddell, Christopher Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Tuesday, January 13, 2009 12:38 PM To: Spears, Cornita Subject: Re: Voucher Protocol

Cornita,

I have not called yet but I do need help on this audit. I'll call you late next week.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Spears, Cornita To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher Sent: Tue Jan 13 11:49:46 2009 Subject: RE: Voucher Protocol

Mary... Unless you tried to reach me and didn't leave a message, I haven't received your call as of yet. If you still need Internal Audit assistance on this, let me know.

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: Diorio, Dena R. Sent: Wednesday, January 14, 2009 10:09 AM To: Spears, Cornita Cc: Waddell, Christopher Subject: RE: Voucher Protocol

Thanks - let me know what you need.

_____

From: Spears, Cornita Sent: Tuesday, January 13, 2009 2:13 PM To: Diorio, Dena R. Cc: Waddell, Christopher Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Tuesday, January 13, 2009 12:38 PM To: Spears, Cornita Subject: Re: Voucher Protocol

Cornita,

I have not called yet but I do need help on this audit. I'll call you late next week.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Spears, Cornita To: Wilson, Mary; Diorio, Dena R. Cc: Lancaster, Michelle; Jackson, Janice; Waddell, Christopher Sent: Tue Jan 13 11:49:46 2009 Subject: RE: Voucher Protocol

Mary... Unless you tried to reach me and didn't leave a message, I haven't received your call as of yet. If you still need Internal Audit assistance on this, let me know.

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 5:03 PM To: Diorio, Dena R.; Spears, Cornita Cc: Lancaster, Michelle; Jackson, Janice Subject: FW: Voucher Protocol

_____

From: Wilson, Mary Sent: Wednesday, December 31, 2008 4:58 PM To: DSS-ALL Subject: Voucher Protocol

Dear Staff,

The following is an update on the issue and our plan for the new process going forward.

4) The licensing worker for the agency will monitor the foster parent to ensure that a foster childís basic needs are met.

The YFS Management team is developing the following protocols and will communicate these at a later date:

* A protocol for youth who go "absent with out leave " (AWOL).

Thanks for your continued hard work on behalf of those we serve,

Mary

Mary E. Wilson

Director

Department of Social Services

301 Billingsley Road

Charlotte, NC 28211

W) 704-336-Mary

C) 704-649-0568

mary.wilson@mecklenburgcountync.gov

From: dadams@bbandtcm.com Sent: Monday, January 26, 2009 7:00 AM To: Diorio, Dena R. Subject: FW: News from the Chair

I reckon you already know about this (you probably had to write it)Ö but I figured Iíd send it along anywayÖ

David M. Adams

Senior Vice President

BB&T Capital Markets - Public Finance Group

_____

From: Jennifer Roberts [mailto:henkjonker@jennifer-roberts-campaign.ccsend.com] On Behalf Of Jennifer Roberts Sent: Sunday, January 25, 2009 7:06 PM To: Adams, David Subject: News from the Chair

to view this page on the web click here

Roberts Banner

Building Named in Honor of County Commissioner Valerie Woodard

At the Mecklenburg County Commission meeting of Jan. 21, I brought forward a proposal to name the County's Freedom Mall facility as the Valerie C. Woodard Center, in honor of the late Commissioner Woodard of District 3. I felt this was appropriate because of the fact that the Freedom Mall building will house many DSS employees, and many of the issues that DSS works with every day--poverty, homelessness, domestic violence, substance abuse--are issues that Commissioner Woodard worked on and passionately advocated for during her 8 years on the Board. The proposal passed unanimously. Valerie Woodard's husband Pop and son Willis were present to hear the discussion and were deeply moved to have this step taken to commemorate her service.

Mecklenburg County Debt Ratings

There have been some reports that Mecklenburg County's debt policy has been "slammed" by a recent report from the debt rating agency Fitch. Since I personally attended the meetings in New York with all three rating agencies (Fitch, Moody's, and Standard and Poor's), I would like to set the record straight and dispel some misinformation. First, a direct quote from the report on Mecklenburg County bonds: "The Rating Outlook for all obligations is Stable."

Second, none of Mecklenburg County's debt ratings have changed, which demonstrates that Mecklenburg County has a firm financial footing, especially since many credits are being downgraded in the current economic environment. The County is, indeed, challenged this year, as it has been for the past several years, with increasing infrastructure needs in light of the rapid growth we have experienced. This is, also, not new. The County has been taking on debt for school construction, park and land purchases, CPCC classroom buildings, court facilities, a new Medical Examiner's office, the courthouse, detention facilities, and other County needs for the past decade and more. Our total debt is over $2.3 billion. The County management and the County Commission are well aware of our large debt burden, and we know that we must manage it carefully. Our debt ratios seem high in comparison with some other AAA rated credits because many of the other AAA' s are in parts of the country that are not growing rapidly, and represent more stable and mature communities that do not need to take on debt as rapidly as we do. Our debt ratios are also high for a couple of other reasons: 1) we have not revalued in over 6 years, so the valuation of property we are basing ratios on is about 80% of what the market rate would be, and 2) while we carry ALL of the CMS debt, we do not carry all of its operating revenue (about 2/3 of their revenues come from the state of NC), which makes the ratio of debt to operating revenue higher. In our December meeting with Fitch, we explained our debt policy and the safeguards we have in place for our variable debt, for the issuance and retirement of debt (we still pay off most of our debt early in order to keep interest expense down), and for the capital spending plans we have going forward. They indicated that they watch our debt closely, but they also said that every year we maintain our credit ratings because of our conservative policies and our sound management strategies. Their report did not "slam" us, and I quote: "Fitch believes the new policies will provide guidance on an acceptable debt burden going forward. The county's minimal pension and OPEB liabilities, conservative budgeting for debt service and ample reserve levels partially offset concerns regarding the county's debt profile. The Stable Rating Outlook incorporates Fitch's assumptions that the debt burden will remain well within ceilings outlined in the county's new policies." This is an extraordinary economic environment, and many county and city governments have had to rein in capital spending this year. Mecklenburg will be no different. We have already taken $30 million off our initial proposal of debt issuance for February, and it is possible this will fall further depending on the market in February. This will likely mean that certain projects--including some library renovations, some school construction, and some CPCC buildings--will also be delayed. This is the reality of these economic times and we will prioritize the most important spending and reassess our needs each year. I am confident in the spending policies we have and in our financial management. We will continue to monitor both for the best benefit for the Charlotte-Mecklenburg taxpayers.

United Negro College Fund Fundraiser

UNCF

I have been serving on the organizing committee for the United Negro College Fund (UNCF)'s annual WALK FOR EDUCATION which will begin at 7:45 am Saturday, February 28, in Uptown Charlotte. Registration begins at 7:00 am and is $20/adult and $10/student. You can also register ahead at the website www.uncf.org , call the UNCF office or go the CIAA web site www.ciaatournament.org .

This is during the CIAA weekend and the tournament is a partner in sponsoring this Walk. While the Walk is a fundraiser, it's also about our health. I hope you will join us and, if possible, form a team! Help us get your church, sorority, fraternity, club/group/organization, co-workers, family and friends involved. We're planning for at least 2000 walkers...hope you will sign up right now!

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From: Diorio, Dena R. Sent: Monday, January 26, 2009 7:15 AM To: 'dadams@bbandtcm.com' Subject: RE: News from the Chair

Thanks - can you check on my S&P report today????

_____

From: dadams@bbandtcm.com [mailto:dadams@bbandtcm.com] Sent: Monday, January 26, 2009 7:00 AM To: Diorio, Dena R. Subject: FW: News from the Chair

I reckon you already know about this (you probably had to write it)Ö but I figured Iíd send it along anywayÖ

David M. Adams

Senior Vice President

BB&T Capital Markets - Public Finance Group

_____

From: Jennifer Roberts [mailto:henkjonker@jennifer-roberts-campaign.ccsend.com] On Behalf Of Jennifer Roberts Sent: Sunday, January 25, 2009 7:06 PM To: Adams, David Subject: News from the Chair

to view this page on the web click here

Roberts Banner

Building Named in Honor of County Commissioner Valerie Woodard

Mecklenburg County Debt Ratings

United Negro College Fund Fundraiser

UNCF

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From: dadams@bbandtcm.com Sent: Monday, January 26, 2009 7:18 AM To: Diorio, Dena R. Subject: RE: News from the Chair

Is this it?

David M. Adams

Senior Vice President

BB&T Capital Markets - Public Finance Group

_____

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Monday, January 26, 2009 7:15 AM To: Adams, David Subject: RE: News from the Chair

Thanks - can you check on my S&P report today????

_____

From: dadams@bbandtcm.com [mailto:dadams@bbandtcm.com] Sent: Monday, January 26, 2009 7:00 AM To: Diorio, Dena R. Subject: FW: News from the Chair

I reckon you already know about this (you probably had to write it)Ö but I figured Iíd send it along anywayÖ

David M. Adams

Senior Vice President

BB&T Capital Markets - Public Finance Group

_____

From: Jennifer Roberts [mailto:henkjonker@jennifer-roberts-campaign.ccsend.com] On Behalf Of Jennifer Roberts Sent: Sunday, January 25, 2009 7:06 PM To: Adams, David Subject: News from the Chair

to view this page on the web click here

Roberts Banner

Building Named in Honor of County Commissioner Valerie Woodard

Mecklenburg County Debt Ratings

United Negro College Fund Fundraiser

UNCF

Banner

Forward email

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Update Profile/Email Address | Instant removal with SafeUnsubscribe ô | Privacy Policy .

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From: Private Grant Alert [offers@cdpublications.com] Sent: Wednesday, January 28, 2009 10:26 AM To: Diorio, Dena R. Subject: New Private Grants For Commuinty Programs

New Private Grants For Community Programs!

Non-Profit Professional, During these difficult times, finding support from foundations, corporations and individuals is more critical than ever, but the search can be VERY time-consuming. Thatís where Private Grants Alert can help you. This one-stop online resource brings you scores of new grant opportunities every month ... all in an efficient format that saves you time and staff hours:. This online, interactive service brings all the latest private grants to your desktop for children, seniors and minority populations, including, grants for social services, educations and healthcare as they are released by foundations! Here are partial listings of some of the grants posted on Private Grant Alert this week: * Frueauff Foundation: Deadline: March 15. "The Frueauff Foundation supports mental health services, organizations serving at-risk youth and other community programsóand first-time applicants can get a lot of help if they need it" * LandAmerica:Deadline: Rolling "LandAmerica Financial Group, Inc., a leading provider of real estate transaction services with offices nationwide, supports nonprofits doing work in communities across the country." * Dr. Scholl Foundation: Deadline: March 1. "The Illinois-based Dr. Scholl Foundation is dedicated to providing financial assistance to organizations committed to making the world a better place."

Private Grants Alert is not just bare-bones announcements. You get full contact information ... any/all deadline dates ... websites ... typical dollar amounts available ... geographic limitations and award cycles. But thereís much more! Youíll find guidelines for donorsí hot buttons and turn-offs, insights into foundationsí proven preferences, the doís and doníts that can make or break an application. See Special Offer Below: For one week only, CD Publications is prepared to significantly roll-back the price of this essential grant-seeking tool to only $174 for one year -- $99 for 6 months! In addition, the first 30 people who take advantage of this special offer will get a free copy of our bestselling Special Report, Grant Tips! To take advantage of this special offer, click on or cut and past the following link into your Web browser: http://www.cdpublications.com/K011 Remember, this special roll-back offer ends Wednesday, February 4, so act today! Your satisfaction is 100% assured: If not satisfied within 90 days you can get a full, prompt refund; thereafter, a refund for all undelivered issues. CD Publications, 8204 Fenton Street, Silver Spring, Md. 20910 To Unsubscribe, please click here .

From: Bryant, Michael Sent: Monday, February 02, 2009 11:47 AM To: Yi, Hyong; Diorio, Dena R.; Murchison, Gail; Reeves, Wanda Subject: Dept Request for meetings

Below is a schedule of the depts requesting a follow up meeting. We can meet in the SOI conf rm Monday 1:00 - AMH 3:00 - IST 3:30 - Medical Examiner 4:00 - Library Tuesday 8:00 - MCSO 9:00 - HLT 10:00 - LUE 11:00- PRK (SOI only) 3:00 - DSS Michael A. Bryant Michael A. Bryant Budget Manager Mecklenburg County Manager's Office 600 East Fourth Street Charlotte, NC 28202 Office: 704-336-2624 Mobile: 704-998-1159 Fax: 704-336-5887 e-mail: Michael.Bryant@MecklenburgCountyNC.gov website: www.MecklenburgCountyNC.gov Making It Happen Together!!! From: Bryant, Michael Sent: Monday, February 02, 2009 11:52 AM To: Yi, Hyong; Diorio, Dena R.; Murchison, Gail; Reeves, Wanda Cc: Bryant, Michael Subject: RE: Dept Request for meetings

Revised w/CSS @ 2pm today.

_____

From: Bryant, Michael Sent: Monday, February 02, 2009 11:47 AM To: Yi, Hyong; Diorio, Dena R.; Murchison, Gail; Reeves, Wanda Subject: Dept Request for meetings

Below is a schedule of the depts requesting a follow up meeting. We can meet in the SOI conf rm Monday 1:00 - AMH 2:00 - CSS 3:00 - IST 3:30 - Medical Examiner 4:00 - Library Tuesday 8:00 - MCSO 9:00 - HLT 10:00 - LUE 11:00- PRK (SOI only) 3:00 - DSS Michael A. Bryant Michael A. Bryant Budget Manager Mecklenburg County Manager's Office 600 East Fourth Street Charlotte, NC 28202 Office: 704-336-2624 Mobile: 704-998-1159 Fax: 704-336-5887 e-mail: Michael.Bryant@MecklenburgCountyNC.gov website: www.MecklenburgCountyNC.gov Making It Happen Together!!! From: Diorio, Dena R. Sent: Monday, February 02, 2009 6:12 PM To: Jackson, Janice Subject: Fw: Dept Request for meetings

Janice, attached is the schedule. Medic is at noon on tuesday. Sorry for the late notice.

_____

From: Bryant, Michael To: Yi, Hyong; Diorio, Dena R.; Murchison, Gail; Reeves, Wanda Cc: Bryant, Michael Sent: Mon Feb 02 11:52:19 2009 Subject: RE: Dept Request for meetings

Revised w/CSS @ 2pm today.

_____

From: Bryant, Michael Sent: Monday, February 02, 2009 11:47 AM To: Yi, Hyong; Diorio, Dena R.; Murchison, Gail; Reeves, Wanda Subject: Dept Request for meetings

Below is a schedule of the depts requesting a follow up meeting. We can meet in the SOI conf rm Monday 1:00 - AMH 2:00 - CSS 3:00 - IST 3:30 - Medical Examiner 4:00 - Library Tuesday 8:00 - MCSO 9:00 - HLT 10:00 - LUE 11:00- PRK (SOI only) 3:00 - DSS Michael A. Bryant Michael A. Bryant Budget Manager Mecklenburg County Manager's Office 600 East Fourth Street Charlotte, NC 28202 Office: 704-336-2624 Mobile: 704-998-1159 Fax: 704-336-5887 e-mail: Michael.Bryant@MecklenburgCountyNC.gov website: www.MecklenburgCountyNC.gov Making It Happen Together!!! From: Employee News Now Sent: Tuesday, February 03, 2009 3:12 PM To: Employee News Now Subject: DSS Annual Food Drive Starts Thursday!

The Mecklenburg County Department of Social Services (DSS) Community Resources Division is holding its Annual Food Drive to benefit the Emergency Food Pantry. The drive will run from Thursday, Feb. 5 through Thursday, Feb. 12. County employees can either drop off their donation at the Kuralt Centre on Billingsley Road, or they can call Angela Kandrack at 704.336.4810 to arrange a pick up. DSS appreciates your assistance in helping those in our community who are struggling to get their basic nutritional needs met. Letís show everyone that Mecklenburg County has heart!

From: Bailey, Carolyn Sent: Wednesday, February 04, 2009 2:02 PM To: Bailey, Carolyn; Berry-Tyler, Ann; Bloch, Daniel; Bobo, Deborah; Brace, Chris; Brown, Judy; Connor, Ayanna S.; Cutajar, Ana; Davidson, Mary Jean; Davis, Nancy; Diorio, Dena R.; Duke, Jackie; Dyer, Stephanie; Graves, Leigh A.; Greene, Shyry G.; Hollingsworth, Amy; Hooks, Teresa; Howie, Patricia; Jackson, Gladys; Kugelmass, Sharon; McBrayer, Alan; McDavid, LaJada; Murchison, Gail; Myers, Kenny; Niels, Charlene; Peters, Terri; Prioleau, Stephanie; Reese, Tiffany; Reeves, Wanda; Robaina, Fatima; Sanders, Brittany; Slack, Kathy; Teal II, Preston Subject: First Friday

FYI

This Friday February 6, 2009 is First Friday at CMGC. On the first Friday of each month Building Services supplies coffee, bagels and doughnuts to employees as a social & networking opportunity.

The Arts & Science Campaign Steering Committee will be holding a raffle for $50 gift cards to Apple Store and Sullivan's as well as a $50 Visa Gift Card. Raffle tickets are $1.

The Arts & Science Campaign Steering Committee will also be selling tickets for Comedy & Culture night scheduled for Wednesday February 18. Tickets are $5.

Carolyn H. Bailey Administrative Officer Mecklenburg County Finance Department 600 E. 4th Street, 11th Floor Charlotte, NC 28202 704/336-2570 carolyn.bailey@mecklenburgcountync.gov

How are we doing?

To complete the Finance Departmentís Customer Service Survey- Click here .

FYI

This Friday February 6, 2009 is First Friday at CMGC. On the first Friday of each month Building Services supplies coffee, bagels and doughnuts to employees as a social & networking opportunity.

The Arts & Science Campaign Steering Committee will be holding a raffle for $50 gift cards to Apple Store and Sullivan's as well as a $50 Visa Gift Card. Raffle tickets are $1.

The Arts & Science Campaign Steering Committee will also be selling tickets for Comedy & Culture night scheduled for Wednesday February 18. Tickets are $5.

Carolyn H. Bailey Administrative Officer Mecklenburg County Finance Department 600 E. 4th Street, 11th Floor Charlotte, NC 28202 704/336-2570 carolyn.bailey@mecklenburgcountync.gov

How are we doing?

To complete the Finance Departmentís Customer Service Survey- Click here .

From: Social Media in Government Training Workshop [Training@potomacforum-gov-web-two-point-zero.org] Sent: Thursday, February 05, 2009 2:41 PM To: Mabry, Earl Subject: Just Announced: Former DOT CIO to Speak at Social Media in Government Training

Please Forward to all Managers and Staff Who will be Using the Internet in Support of the President 's Memo on Improved Communications with Citizens and Staff using Social Media/Web 2.0

Social Media in Government Training Workshop Theory and Practice

February 18, 2009 Willard InterContinental Hotel Washington D.C.

What Government and Industry Partners Need to Know to Meet the Web 2.0 Initiatives of the New Administration

January 21, 2009 Presidential Memo Requires Government Agencies to Improve Communications to the Public Using Social Media Techniques

Learn How to Use Social Media for Improved Communications

The Obama Administration to Use Social Media and Web 2.0 as a Key Communications Tool

Are You Prepared? Government Agencies and Support Contractors Need to Know about the New Technology and How it Can Be Used

Federal Register: January 26, 2009 (Volume 74, Number 15)] [Presidential Documents] [Page 4685-4686] From the Federal Register Online via GPO Access [wais.access.gpo.gov] [DOCID:fr26ja09-155]

What You Need to Know to be Effective and Comply With Policy

President Obama has stated that Social Media and Web 2.0 will be used for communications with citizens and internal government staff. Learn how agencies can meet this goal and comply with government regulations and policy.

Just Announced Special Featured Presentation: Dan Mintz Former Chief Information Officer Department of Transportation Topic: The Government Manager and Social Media - How Govenment Management is Changing Using Social Media Observations from a former Department Level, Appointed CIO who has managed and implemented: Blogs at the Secretarial Level Second Life for Training Wikis Twitters and other social media tools at the U.S. Department of Transportation --------- Government Guest Speakers: Jeffrey Levy Director of Web Communications EPA Co-chair, Social Media Sub-Council Federal Web Managers Council ---- Alex Koudry Government Web 2.0 Policy Team Office of Governmentwide Policy GSA ----------------------------------------------------------- Special Security and Social Media Presentation Michael J. Smith - CISSP-ISSEP Manager, Security and Privacy Practice Audit and Enterprise Risk Services Deloitte & Touche LLP Government IT Security and Social Media: What You Need to Know

Potomac Forum Workshops are 100% Educational Programs and NOT Sales or Marketing Activities and are NOT Sponsored by Industry or Vendors

Potomac Forum, Ltd was founded in 1982 as a Non-profit educational organization to provide high quality training to government and industry partners

For additional information Mary@potomacforum.org

Special "Send a Team" Registration for 3 or More Students from Same Agency

Registration and Information: www.potomacforum.org

Call: (703) 683-1613 Mary@potomacforum.org

Sponsored by: Potomac Forum, Ltd. Founded in 1982 as a non-profit organization

Potomac Forum, Ltd is Proud to be:

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Official Media Partners: Gov Executive Magazine NEXTGOV.COM

Partial Text From Federal Register For Complete Presidential Memo on Transparency and Implied Use of Social Media Visit Web Site Below Federal Register: January 26, 2009 (Volume 74, Number 15)] [Presidential Documents] [Page 4685-4686] From the Federal Register Online via GPO Access [wais.access.gpo.gov] [DOCID:fr26ja09-155]

President Obama, January 21, 2009 Memorandum to Federal Agencies:

"... Government should be transparent. Transparency promotes

accountability and provides information for citizens

about what their Government is doing. Information

maintained by the Federal Government is a national

asset. My Administration will take appropriate action,

consistent with law and policy, to disclose information

rapidly in forms that the public can readily find and

use. Executive departments and agencies should harness

new technologies to put information about their

operations and decisions online and readily available

to the public. Executive departments and agencies

should also solicit public feedback to identify

information of greatest use to the public..."

This email was sent to: earl.mabry@mecklenburgcountync.gov

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This email was sent by: Potomac Forum, Ltd. 10137 Colebrook Ave , Potomac , Maryland, 20854 , USA From: Employee News Now Sent: Thursday, February 05, 2009 4:30 PM To: Employee News Now Subject: Help out with the DSS Food Drive starting this week.

This information is available online at http://NewMeckWeb/News

This Week DSS Food Drive The drive will run from February 5 - 12.

New County Manager to Review Charitable Fundraising. Feedback will be sought from employees. ìFairy House Festivalî Promises Enchanting Time For Youngsters At Latta Plantation Nature Preserve. Family Resources Toolkit A list public and private non-profit organizations in the area of family services which serve the families of Charlotte and Mecklenburg County. The Big Read Mecklenburg County is partnering with the Public Library to challenge the entire community to read the classic novel To Kill a Mockingbird by Harper Lee. Family day at Discovery Place February 15 This Month Sign-Ups Begin February 1 For Adult Flag Football Leagues Organized By Mecklenburg Park & Recreation Friday Friends Festival at the Wachovia Atrium on Thursday, February 19. After-School Arts And Culture Academy Offered At Albemarle Road Recreation Center; Sign-Up Now Upcoming ëBatter Up:í Adult Softball Leagues Now Forming For Mecklenburg Park And Rec Play This Spring. Baby CIAA Basketball Tournament Bette Rae Thomas Rec Center on Saturday, February 21. Expanded List of Summer Camps The 2009 Summer Camps list was recently revised to add several additional camps. Registration begins February 2. Carolina Speed, Mecklenburg Park And Recreation Plan Youth Indoor Football League. In Spring Of 2009. Charlotte-area Athletic Event to Benefit Wounded and Recovering Marines. Walk the Course. Register now for the Walk the Course Against Domestic Violence. Help raise money and awarness to end domestic violence. Meck Steppers Competition May 31, 2009. 4th Annual Youth Violence Prevention Conference Thursday and Friday, March 26 and 27, 2009 at Friendship Baptist Church. Park Recreation Offers Spring Fling/Showcase March 21 A Chance To Learn About Many Fun Things To Do And See Newsletters CRC Link Winter 2009 Outlook Magazine January (2009 Calendar). Frontline Employees February 2009 Frontline Supervisors February 2009 Ongoing After-School Fun For Youngsters On School Days. Now Available At Park And Recís Rayís Splash Planet. Learn Volleyball From Those Who Know The Game. Instructional Sessions At West Charlotte Rec Center. Get Healthy And Fit With ìCardiomix,î Adult Exercise At West Charlotte Recreation Center Bette Rae Thomas Fitness Center Payroll Deduction Coupon: Employees get 1st month free. Teacher Workday Programs. Ivory Baker Recreation Center. Aquatic Center Has Plenty of Winter Activities. Public Library Programs.

Remote Access Available for More Employee Sites to email, myHR and MeckWeb.

Note these links will only work if you are logged into the County network. From home or away from the network go to: https://newmeckweb.co.mecklenburg.nc.us/news (you will need to use your network login and password). Internet Explorer 6+ is recommended. VPN users can use MeckWeb remotely just like in the office. Complete items need to be submitted by mid-day Wednesday to ensure accuracy and inclusion in the Employee News email. Questions? Please contact mcwebmaster@MecklenburgCountyNC.gov or call Eric Cavanaugh 2-1959. Thanks. Comments? From: Employee News Now Sent: Thursday, February 05, 2009 4:30 PM To: Employee News Now Subject: Help out with the DSS Food Drive starting this week.

This information is available online at http://NewMeckWeb/News

This Week DSS Food Drive The drive will run from February 5 - 12.

Remote Access Available for More Employee Sites to email, myHR and MeckWeb.

Note these links will only work if you are logged into the County network. From home or away from the network go to: https://newmeckweb.co.mecklenburg.nc.us/news (you will need to use your network login and password). Internet Explorer 6+ is recommended. VPN users can use MeckWeb remotely just like in the office. Complete items need to be submitted by mid-day Wednesday to ensure accuracy and inclusion in the Employee News email. Questions? Please contact mcwebmaster@MecklenburgCountyNC.gov or call Eric Cavanaugh 2-1959. Thanks. Comments? From: Bailey, Carolyn Sent: Friday, February 06, 2009 8:52 AM To: Diorio, Dena R. Subject: DSS Food Drive

Dena, I have been asked if we are going to collect in our office for DSS Annual Food Drive. Is it okay with you to send out an email and put a box out for collections? Carolyn

DSS Food Drive The drive will run from February 5 - 12.

Carolyn H. Bailey Administrative Officer Mecklenburg County Finance Department 600 E. 4th Street, 11th Floor Charlotte, NC 28202 704/336-2570 carolyn.bailey@mecklenburgcountync.gov

How are we doing?

To complete the Finance Departmentís Customer Service Survey- Click here .

From: Bailey, Carolyn Sent: Friday, February 06, 2009 8:52 AM To: Diorio, Dena R. Subject: DSS Food Drive

Dena, I have been asked if we are going to collect in our office for DSS Annual Food Drive. Is it okay with you to send out an email and put a box out for collections? Carolyn

DSS Food Drive The drive will run from February 5 - 12.

Carolyn H. Bailey Administrative Officer Mecklenburg County Finance Department 600 E. 4th Street, 11th Floor Charlotte, NC 28202 704/336-2570 carolyn.bailey@mecklenburgcountync.gov

How are we doing?

To complete the Finance Departmentís Customer Service Survey- Click here .

From: Diorio, Dena R. Sent: Friday, February 06, 2009 9:44 AM To: Bailey, Carolyn Subject: RE: DSS Food Drive

sure

_____

From: Bailey, Carolyn Sent: Friday, February 06, 2009 8:52 AM To: Diorio, Dena R. Subject: DSS Food Drive

Dena, I have been asked if we are going to collect in our office for DSS Annual Food Drive. Is it okay with you to send out an email and put a box out for collections? Carolyn

DSS Food Drive The drive will run from February 5 - 12.

Carolyn H. Bailey Administrative Officer Mecklenburg County Finance Department 600 E. 4th Street, 11th Floor Charlotte, NC 28202 704/336-2570 carolyn.bailey@mecklenburgcountync.gov

How are we doing?

To complete the Finance Departmentís Customer Service Survey- Click here .

From: Diorio, Dena R. Sent: Friday, February 06, 2009 9:44 AM To: Bailey, Carolyn Subject: RE: DSS Food Drive

sure

_____

From: Bailey, Carolyn Sent: Friday, February 06, 2009 8:52 AM To: Diorio, Dena R. Subject: DSS Food Drive

Dena, I have been asked if we are going to collect in our office for DSS Annual Food Drive. Is it okay with you to send out an email and put a box out for collections? Carolyn

DSS Food Drive The drive will run from February 5 - 12.

Carolyn H. Bailey Administrative Officer Mecklenburg County Finance Department 600 E. 4th Street, 11th Floor Charlotte, NC 28202 704/336-2570 carolyn.bailey@mecklenburgcountync.gov

How are we doing?

To complete the Finance Departmentís Customer Service Survey- Click here .

From: Diorio, Dena R. To: Employee News Now Sent: Friday, February 06, 2009 9:47 AM Subject: Not read: Help out with the DSS Food Drive starting this week.

From: Bailey, Carolyn Sent: Friday, February 06, 2009 4:09 PM To: Bailey, Carolyn; Berry-Tyler, Ann; Bloch, Daniel; Bobo, Deborah; Brace, Chris; Brown, Judy; Connor, Ayanna S.; Cutajar, Ana; Davidson, Mary Jean; Davis, Nancy; Diorio, Dena R.; Duke, Jackie; Dyer, Stephanie; Graves, Leigh A.; Greene, Shyry G.; Hollingsworth, Amy; Hooks, Teresa; Howie, Patricia; Jackson, Gladys; Kugelmass, Sharon; McBrayer, Alan; McDavid, LaJada; Murchison, Gail; Myers, Kenny; Niels, Charlene; Peters, Terri; Prioleau, Stephanie; Reese, Tiffany; Reeves, Wanda; Robaina, Fatima; Sanders, Brittany; Slack, Kathy; Teal II, Preston Cc: Murphy, Freda Subject: DSS Food Drive

If you would like to donate food to benefit those in out community in need, a large blue tub has been placed in the Receptionist area. Items will be collected from Monday, February 9 through Thursday, February 12 for the Emergency Food Pantry. Thank you in advance. Carolyn

DSS Food Drive The drive will run from February 5 - 12.

Carolyn H. Bailey Administrative Officer Mecklenburg County Finance Department 600 E. 4th Street, 11th Floor Charlotte, NC 28202 704/336-2570 carolyn.bailey@mecklenburgcountync.gov

How are we doing?

To complete the Finance Departmentís Customer Service Survey- Click here .

DSS Food Drive The drive will run from February 5 - 12.

Carolyn H. Bailey Administrative Officer Mecklenburg County Finance Department 600 E. 4th Street, 11th Floor Charlotte, NC 28202 704/336-2570 carolyn.bailey@mecklenburgcountync.gov

How are we doing?

To complete the Finance Departmentís Customer Service Survey- Click here .

From: Heasley, Sarah Sent: Monday, February 09, 2009 8:39 PM To: Diorio, Dena R. Subject: FW: New Federal And Private Grants For Community Programs!

------------------------------------------- From: Federal Foundation Assistance Monitor[SMTP:OFFERS@CDPUBLICATIONS.COM] Sent: Monday, February 09, 2009 4:42:14 PM To: Heasley, Sarah Subject: New Federal And Private Grants For Community Programs! Auto forwarded by a Rule

New Federal & Private Grants For Community Programs!

Dear

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From: Riddle, Joel Sent: Wednesday, February 11, 2009 9:59 AM To: McCoy, Peggy Cc: Campbell, Dwayne; Diorio, Dena R. Subject: RE: United Way/ACS

Peggy, I hope things are going well. I've copied Dwayne Campbell, the ASC chair, because he might be able to answer questions specifically about that campaign. However, with regard to the United Way campaign, we didn't ask employees to turn in $0 pledge cards because it was an administrative headache. I don't know if we stated that at the Department Coordinator meeting, but I advised anyone who asked to not worry about turning them in. I've also copied Dena Diorio because she may have something she'd like to add. Some still did submit blank forms though. Rhonda Price was the primary contact for United Way staff with regard to pledge cards. I asked her this morning what they did with $0 pledge forms. Her answer was that they they discarded them. My opinion on the matter is that there is no reason to submit a blank card (at least from the United Way perspective). As I noted, this is a different campaign. Thanks, Joel

_____

From: McCoy, Peggy Sent: Wednesday, February 11, 2009 8:41 AM To: Riddle, Joel Subject: United Way/ACS

Hi Joel...Ms. Wilson said you were the person to forward this question to - if this is not correct, let me know who the right contact is. With the end of the United Way Campaign and the beginning of the ACS campaign, staff are questioning why they have to sign their card and return if they are not giving a donation. The comments have been:

* If I don't want to give, but have to sign the card I believe it will be held against me

* I have signed my card in the past with "0" on the amount and have been approached by committee members and asked to reconsider.

* Why do they have to have the information? It is a personal decision as to whether I choose to give or not and should not be any one else's business.

Any assistance you can provide in answering will be appreciated! Peggy K. McCoy Director Economic Services Division Mecklenburg County Department of Social Services 704-353-1584 Peggy.McCoy@MecklenburgCountyNC.gov From: Riddle, Joel Sent: Wednesday, February 11, 2009 9:59 AM To: McCoy, Peggy Cc: Campbell, Dwayne; Diorio, Dena R. Subject: RE: United Way/ACS

_____

From: McCoy, Peggy Sent: Wednesday, February 11, 2009 8:41 AM To: Riddle, Joel Subject: United Way/ACS

* If I don't want to give, but have to sign the card I believe it will be held against me

* I have signed my card in the past with "0" on the amount and have been approached by committee members and asked to reconsider.

* Why do they have to have the information? It is a personal decision as to whether I choose to give or not and should not be any one else's business.

Any assistance you can provide in answering will be appreciated! Peggy K. McCoy Director Economic Services Division Mecklenburg County Department of Social Services 704-353-1584 Peggy.McCoy@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Thursday, February 12, 2009 12:06 PM To: Riddle, Joel; McCoy, Peggy Cc: Campbell, Dwayne Subject: RE: United Way/ACS

I agree with Joel.

_____

From: Riddle, Joel Sent: Wednesday, February 11, 2009 9:59 AM To: McCoy, Peggy Cc: Campbell, Dwayne; Diorio, Dena R. Subject: RE: United Way/ACS

_____

From: McCoy, Peggy Sent: Wednesday, February 11, 2009 8:41 AM To: Riddle, Joel Subject: United Way/ACS

* If I don't want to give, but have to sign the card I believe it will be held against me

* I have signed my card in the past with "0" on the amount and have been approached by committee members and asked to reconsider.

* Why do they have to have the information? It is a personal decision as to whether I choose to give or not and should not be any one else's business.

Any assistance you can provide in answering will be appreciated! Peggy K. McCoy Director Economic Services Division Mecklenburg County Department of Social Services 704-353-1584 Peggy.McCoy@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Thursday, February 12, 2009 12:06 PM To: Riddle, Joel; McCoy, Peggy Cc: Campbell, Dwayne Subject: RE: United Way/ACS

I agree with Joel.

_____

From: Riddle, Joel Sent: Wednesday, February 11, 2009 9:59 AM To: McCoy, Peggy Cc: Campbell, Dwayne; Diorio, Dena R. Subject: RE: United Way/ACS

_____

From: McCoy, Peggy Sent: Wednesday, February 11, 2009 8:41 AM To: Riddle, Joel Subject: United Way/ACS

* If I don't want to give, but have to sign the card I believe it will be held against me

* I have signed my card in the past with "0" on the amount and have been approached by committee members and asked to reconsider.

* Why do they have to have the information? It is a personal decision as to whether I choose to give or not and should not be any one else's business.

Any assistance you can provide in answering will be appreciated! Peggy K. McCoy Director Economic Services Division Mecklenburg County Department of Social Services 704-353-1584 Peggy.McCoy@MecklenburgCountyNC.gov From: Campbell, Dwayne Sent: Thursday, February 12, 2009 12:30 PM To: Diorio, Dena R.; Riddle, Joel; McCoy, Peggy Subject: RE: United Way/ACS

Peggy, We asked employees to turn in cards with a $0 balance as a way to: 1. Track participation percentage. ASC keeps track of County participation 2. Ensure that every employee had an opportunity to participate. It is not mandatory to turn in $0 pledge cards, nor is it a means by which to hold something against an employee. Thanks and please let me know if you have additional questions. Dwayne Campbell 2009 ASC Chair

_____

From: Diorio, Dena R. Sent: Thursday, February 12, 2009 12:06 PM To: Riddle, Joel; McCoy, Peggy Cc: Campbell, Dwayne Subject: RE: United Way/ACS

I agree with Joel.

_____

From: Riddle, Joel Sent: Wednesday, February 11, 2009 9:59 AM To: McCoy, Peggy Cc: Campbell, Dwayne; Diorio, Dena R. Subject: RE: United Way/ACS

_____

From: McCoy, Peggy Sent: Wednesday, February 11, 2009 8:41 AM To: Riddle, Joel Subject: United Way/ACS

* If I don't want to give, but have to sign the card I believe it will be held against me

* I have signed my card in the past with "0" on the amount and have been approached by committee members and asked to reconsider.

* Why do they have to have the information? It is a personal decision as to whether I choose to give or not and should not be any one else's business.

Any assistance you can provide in answering will be appreciated! Peggy K. McCoy Director Economic Services Division Mecklenburg County Department of Social Services 704-353-1584 Peggy.McCoy@MecklenburgCountyNC.gov From: Campbell, Dwayne Sent: Thursday, February 12, 2009 12:30 PM To: Diorio, Dena R.; Riddle, Joel; McCoy, Peggy Subject: RE: United Way/ACS

_____

From: Diorio, Dena R. Sent: Thursday, February 12, 2009 12:06 PM To: Riddle, Joel; McCoy, Peggy Cc: Campbell, Dwayne Subject: RE: United Way/ACS

I agree with Joel.

_____

From: Riddle, Joel Sent: Wednesday, February 11, 2009 9:59 AM To: McCoy, Peggy Cc: Campbell, Dwayne; Diorio, Dena R. Subject: RE: United Way/ACS

_____

From: McCoy, Peggy Sent: Wednesday, February 11, 2009 8:41 AM To: Riddle, Joel Subject: United Way/ACS

* If I don't want to give, but have to sign the card I believe it will be held against me

* I have signed my card in the past with "0" on the amount and have been approached by committee members and asked to reconsider.

* Why do they have to have the information? It is a personal decision as to whether I choose to give or not and should not be any one else's business.

Any assistance you can provide in answering will be appreciated! Peggy K. McCoy Director Economic Services Division Mecklenburg County Department of Social Services 704-353-1584 Peggy.McCoy@MecklenburgCountyNC.gov From: McCoy, Peggy Sent: Thursday, February 12, 2009 1:11 PM To: Campbell, Dwayne; Diorio, Dena R.; Riddle, Joel Subject: RE: United Way/ACS

Thanks everyone for weighing in on this. I will share the information with Ms. Wilson and staff. Peggy K. McCoy Director Economic Services Division Mecklenburg County Department of Social Services 704-353-1584 Peggy.McCoy@MecklenburgCountyNC.gov

_____

From: Campbell, Dwayne Sent: Thursday, February 12, 2009 12:30 PM To: Diorio, Dena R.; Riddle, Joel; McCoy, Peggy Subject: RE: United Way/ACS

_____

From: Diorio, Dena R. Sent: Thursday, February 12, 2009 12:06 PM To: Riddle, Joel; McCoy, Peggy Cc: Campbell, Dwayne Subject: RE: United Way/ACS

I agree with Joel.

_____

From: Riddle, Joel Sent: Wednesday, February 11, 2009 9:59 AM To: McCoy, Peggy Cc: Campbell, Dwayne; Diorio, Dena R. Subject: RE: United Way/ACS

_____

From: McCoy, Peggy Sent: Wednesday, February 11, 2009 8:41 AM To: Riddle, Joel Subject: United Way/ACS

* If I don't want to give, but have to sign the card I believe it will be held against me

* I have signed my card in the past with "0" on the amount and have been approached by committee members and asked to reconsider.

* Why do they have to have the information? It is a personal decision as to whether I choose to give or not and should not be any one else's business.

Any assistance you can provide in answering will be appreciated! Peggy K. McCoy Director Economic Services Division Mecklenburg County Department of Social Services 704-353-1584 Peggy.McCoy@MecklenburgCountyNC.gov From: McCoy, Peggy Sent: Thursday, February 12, 2009 1:11 PM To: Campbell, Dwayne; Diorio, Dena R.; Riddle, Joel Subject: RE: United Way/ACS

_____

From: Campbell, Dwayne Sent: Thursday, February 12, 2009 12:30 PM To: Diorio, Dena R.; Riddle, Joel; McCoy, Peggy Subject: RE: United Way/ACS

_____

From: Diorio, Dena R. Sent: Thursday, February 12, 2009 12:06 PM To: Riddle, Joel; McCoy, Peggy Cc: Campbell, Dwayne Subject: RE: United Way/ACS

I agree with Joel.

_____

From: Riddle, Joel Sent: Wednesday, February 11, 2009 9:59 AM To: McCoy, Peggy Cc: Campbell, Dwayne; Diorio, Dena R. Subject: RE: United Way/ACS

_____

From: McCoy, Peggy Sent: Wednesday, February 11, 2009 8:41 AM To: Riddle, Joel Subject: United Way/ACS

* If I don't want to give, but have to sign the card I believe it will be held against me

* I have signed my card in the past with "0" on the amount and have been approached by committee members and asked to reconsider.

* Why do they have to have the information? It is a personal decision as to whether I choose to give or not and should not be any one else's business.

Any assistance you can provide in answering will be appreciated! Peggy K. McCoy Director Economic Services Division Mecklenburg County Department of Social Services 704-353-1584 Peggy.McCoy@MecklenburgCountyNC.gov From: Heasley, Sarah Sent: Thursday, February 12, 2009 2:27 PM To: Diorio, Dena R. Subject: FW: 2009 Youth Development and Outcomes Summit

------------------------------------------- From: The Center for Social and Youth Policy[SMTP:HALL@THEINSTITUTEWEB.ORG] Sent: Thursday, February 12, 2009 2:20:12 PM To: Heasley, Sarah Subject: 2009 Youth Development and Outcomes Summit Auto forwarded by a Rule

Sarah

I wanted to update you on our Youth Development and Outcomes Conference March 23-25, 2009 in Arlington, VA.

Join us as we bring together leaders from youth workforce development program providers to present performance-based management strategies for youth development programs, promising practices in youth services training program development and curriculum as well as measuring and reporting youth development performance outcomes. Hear about ways to engage employers to boost job opportunities for youth, as well as develop and leverage public-private partnerships.

May I send you a copy of the agenda?

Thank you

- Mel

Melvin Hall Associate Director Center for Social & Youth Policy The Performance Institute 1515 N. Courthouse Rd. Arlington, VA 22201 (703) 894-0481 (703) 894-0482 hall@theinstituteweb.org

This is an advertising email. This message was intended for: sarah.heasley@mecklenburgcountync.gov Update your preferences | Unsubscribe

From: McGillicuddy, John Sent: Friday, February 13, 2009 9:29 AM To: Yi, Hyong Cc: Cox, Brian; Diorio, Dena R.; Johnson, Leslie; Jones, Harry L.; Shields, Bobbie; Jackson, Janice; Lancaster, Michelle; Bryant, Michael; Murchison, Gail; Reeves, Wanda Subject: budget reductions

Below are some initial reactions to the budget reductions submitted by departments. I would like to see the detail spreadsheet, which may result in more or different conclusions or questions. * Overall, I don't see much in the way of substantive impact on services -- certainly this doesn't look like a beginning of "redefining Mecklenburg County." Perhaps this is due to the summary language, and the details will be more revealing. Even the proposed closing of Gatling has little in the way of articulated impact, so I suspect there is more substantive impact from many of these cuts than is apparent. * Several departments indicatate delaying stuff (e.g., opening of facilities). Park and Rec was specific about the length of the delay, but others, such as AMH, were not. It would be helpful to know the extent of these delays. In addition, delaying these projects doesn't really save money in the long run, which is another reason why we should not simply use these reductions as the starting point for FY2010 reductions. * I find it interesting that the library asks every year for more money for books and materials, but that the cuts proposed in round 2 are for books and materials. This seems contradictory to their priorities, so perhaps the details will be helpful in understanding this choice. * I'd like to see the breakdown of how MEDIC intends to divide the reductions of the $2 million, since it listed numerous categories. * Regarding the Health Department's information from the CHS response, did the conversation at the executive level occur on this, or is this the result of staff interaction between the HD and CHS? * PSI: Let's get from PSI on the per hour cost of the televised board meetings. Maybe the Board could commit to more efficient and therefore shorter meetings to help save money. * SHF: Is there any opportunity to consolidate WRRC and Structured Day to enable state funds to pay for some services being funded by county dollars? * SHF: It says the MSCO is closing Gatline on March 1. Is this contingent on approval by the manager, or is this a done deal and a certain date? * DSS: Has DSS provided the details on the specific reductions to specific contracts with potential impacts identified for each? * OTC: I'd like to see the details of the OTC reductions. Since we need to be aggressive in collections, maybe we should forgoe cuts in OTC at this time, since the amount of reduction is minimal anyway. * Finally, if a department spent or encumbered its appropriations more quickly earlier in the year, would they be less affected than a department that curtailed its spending as the manager requested? Thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887 From: McGillicuddy, John Sent: Friday, February 13, 2009 9:29 AM To: Yi, Hyong Cc: Cox, Brian; Diorio, Dena R.; Johnson, Leslie; Jones, Harry L.; Shields, Bobbie; Jackson, Janice; Lancaster, Michelle; Bryant, Michael; Murchison, Gail; Reeves, Wanda Subject: budget reductions

Below are some initial reactions to the budget reductions submitted by departments. I would like to see the detail spreadsheet, which may result in more or different conclusions or questions. * Overall, I don't see much in the way of substantive impact on services -- certainly this doesn't look like a beginning of "redefining Mecklenburg County." Perhaps this is due to the summary language, and the details will be more revealing. Even the proposed closing of Gatling has little in the way of articulated impact, so I suspect there is more substantive impact from many of these cuts than is apparent. * Several departments indicatate delaying stuff (e.g., opening of facilities). Park and Rec was specific about the length of the delay, but others, such as AMH, were not. It would be helpful to know the extent of these delays. In addition, delaying these projects doesn't really save money in the long run, which is another reason why we should not simply use these reductions as the starting point for FY2010 reductions. * I find it interesting that the library asks every year for more money for books and materials, but that the cuts proposed in round 2 are for books and materials. This seems contradictory to their priorities, so perhaps the details will be helpful in understanding this choice. * I'd like to see the breakdown of how MEDIC intends to divide the reductions of the $2 million, since it listed numerous categories. * Regarding the Health Department's information from the CHS response, did the conversation at the executive level occur on this, or is this the result of staff interaction between the HD and CHS? * PSI: Let's get from PSI on the per hour cost of the televised board meetings. Maybe the Board could commit to more efficient and therefore shorter meetings to help save money. * SHF: Is there any opportunity to consolidate WRRC and Structured Day to enable state funds to pay for some services being funded by county dollars? * SHF: It says the MSCO is closing Gatline on March 1. Is this contingent on approval by the manager, or is this a done deal and a certain date? * DSS: Has DSS provided the details on the specific reductions to specific contracts with potential impacts identified for each? * OTC: I'd like to see the details of the OTC reductions. Since we need to be aggressive in collections, maybe we should forgoe cuts in OTC at this time, since the amount of reduction is minimal anyway. * Finally, if a department spent or encumbered its appropriations more quickly earlier in the year, would they be less affected than a department that curtailed its spending as the manager requested? Thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887 From: Lancaster, Michelle Sent: Friday, February 13, 2009 11:13 AM To: McGillicuddy, John; Yi, Hyong Cc: Cox, Brian; Diorio, Dena R.; Johnson, Leslie; Jones, Harry L.; Shields, Bobbie; Jackson, Janice; Bryant, Michael; Murchison, Gail; Reeves, Wanda Subject: RE: budget reductions

I agree with John regarding substantive impact on services - I am hopeful that what you bring to us at Wednesday's meeting will be more detailed. I have begun a conversation with the Sheriff regarding WRRC and Structured Day and I think this is an excellent opportunity - I will keep the group informed.

_____

Below are some initial reactions to the budget reductions submitted by departments. I would like to see the detail spreadsheet, which may result in more or different conclusions or questions. * Overall, I don't see much in the way of substantive impact on services -- certainly this doesn't look like a beginning of "redefining Mecklenburg County." Perhaps this is due to the summary language, and the details will be more revealing. Even the proposed closing of Gatling has little in the way of articulated impact, so I suspect there is more substantive impact from many of these cuts than is apparent. * Several departments indicatate delaying stuff (e.g., opening of facilities). Park and Rec was specific about the length of the delay, but others, such as AMH, were not. It would be helpful to know the extent of these delays. In addition, delaying these projects doesn't really save money in the long run, which is another reason why we should not simply use these reductions as the starting point for FY2010 reductions. * I find it interesting that the library asks every year for more money for books and materials, but that the cuts proposed in round 2 are for books and materials. This seems contradictory to their priorities, so perhaps the details will be helpful in understanding this choice. * I'd like to see the breakdown of how MEDIC intends to divide the reductions of the $2 million, since it listed numerous categories. * Regarding the Health Department's information from the CHS response, did the conversation at the executive level occur on this, or is this the result of staff interaction between the HD and CHS? * PSI: Let's get from PSI on the per hour cost of the televised board meetings. Maybe the Board could commit to more efficient and therefore shorter meetings to help save money. * SHF: Is there any opportunity to consolidate WRRC and Structured Day to enable state funds to pay for some services being funded by county dollars? * SHF: It says the MSCO is closing Gatline on March 1. Is this contingent on approval by the manager, or is this a done deal and a certain date? * DSS: Has DSS provided the details on the specific reductions to specific contracts with potential impacts identified for each? * OTC: I'd like to see the details of the OTC reductions. Since we need to be aggressive in collections, maybe we should forgoe cuts in OTC at this time, since the amount of reduction is minimal anyway. * Finally, if a department spent or encumbered its appropriations more quickly earlier in the year, would they be less affected than a department that curtailed its spending as the manager requested? Thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887 From: Lancaster, Michelle Sent: Friday, February 13, 2009 11:13 AM To: McGillicuddy, John; Yi, Hyong Cc: Cox, Brian; Diorio, Dena R.; Johnson, Leslie; Jones, Harry L.; Shields, Bobbie; Jackson, Janice; Bryant, Michael; Murchison, Gail; Reeves, Wanda Subject: RE: budget reductions

_____

Below are some initial reactions to the budget reductions submitted by departments. I would like to see the detail spreadsheet, which may result in more or different conclusions or questions. * Overall, I don't see much in the way of substantive impact on services -- certainly this doesn't look like a beginning of "redefining Mecklenburg County." Perhaps this is due to the summary language, and the details will be more revealing. Even the proposed closing of Gatling has little in the way of articulated impact, so I suspect there is more substantive impact from many of these cuts than is apparent. * Several departments indicatate delaying stuff (e.g., opening of facilities). Park and Rec was specific about the length of the delay, but others, such as AMH, were not. It would be helpful to know the extent of these delays. In addition, delaying these projects doesn't really save money in the long run, which is another reason why we should not simply use these reductions as the starting point for FY2010 reductions. * I find it interesting that the library asks every year for more money for books and materials, but that the cuts proposed in round 2 are for books and materials. This seems contradictory to their priorities, so perhaps the details will be helpful in understanding this choice. * I'd like to see the breakdown of how MEDIC intends to divide the reductions of the $2 million, since it listed numerous categories. * Regarding the Health Department's information from the CHS response, did the conversation at the executive level occur on this, or is this the result of staff interaction between the HD and CHS? * PSI: Let's get from PSI on the per hour cost of the televised board meetings. Maybe the Board could commit to more efficient and therefore shorter meetings to help save money. * SHF: Is there any opportunity to consolidate WRRC and Structured Day to enable state funds to pay for some services being funded by county dollars? * SHF: It says the MSCO is closing Gatline on March 1. Is this contingent on approval by the manager, or is this a done deal and a certain date? * DSS: Has DSS provided the details on the specific reductions to specific contracts with potential impacts identified for each? * OTC: I'd like to see the details of the OTC reductions. Since we need to be aggressive in collections, maybe we should forgoe cuts in OTC at this time, since the amount of reduction is minimal anyway. * Finally, if a department spent or encumbered its appropriations more quickly earlier in the year, would they be less affected than a department that curtailed its spending as the manager requested? Thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887 From: Jackson, Janice Sent: Friday, February 13, 2009 11:25 AM To: Lancaster, Michelle; McGillicuddy, John; Yi, Hyong Cc: Cox, Brian; Diorio, Dena R.; Johnson, Leslie; Jones, Harry L.; Shields, Bobbie; Bryant, Michael; Murchison, Gail; Reeves, Wanda Subject: RE: budget reductions

John, thanks for the summary. Health Dept cuts are result of our staff asking CHS staff to identify cuts. I've talked to Gombar who indicates the CHS Exec level believes these cuts are doable in FY09. Mr. Tarwater will likely contact Harry soon. All indications are that they will be flexible in working with us to identify FY10 cuts as well. I'll be meeting with their CMC-R staff to kick-off the FY10 process. Janice Allen Jackson General Manager Community Health and Safety Mecklenburg County Manager's Office 600 East 4th Street, 11th floor Charlotte, NC 28202 704-336-2086, direct 704-336-2472, main 704-336-5887, fax

_____

From: Lancaster, Michelle Sent: Friday, February 13, 2009 11:13 AM To: McGillicuddy, John; Yi, Hyong Cc: Cox, Brian; Diorio, Dena R.; Johnson, Leslie; Jones, Harry L.; Shields, Bobbie; Jackson, Janice; Bryant, Michael; Murchison, Gail; Reeves, Wanda Subject: RE: budget reductions

_____

Below are some initial reactions to the budget reductions submitted by departments. I would like to see the detail spreadsheet, which may result in more or different conclusions or questions. * Overall, I don't see much in the way of substantive impact on services -- certainly this doesn't look like a beginning of "redefining Mecklenburg County." Perhaps this is due to the summary language, and the details will be more revealing. Even the proposed closing of Gatling has little in the way of articulated impact, so I suspect there is more substantive impact from many of these cuts than is apparent. * Several departments indicatate delaying stuff (e.g., opening of facilities). Park and Rec was specific about the length of the delay, but others, such as AMH, were not. It would be helpful to know the extent of these delays. In addition, delaying these projects doesn't really save money in the long run, which is another reason why we should not simply use these reductions as the starting point for FY2010 reductions. * I find it interesting that the library asks every year for more money for books and materials, but that the cuts proposed in round 2 are for books and materials. This seems contradictory to their priorities, so perhaps the details will be helpful in understanding this choice. * I'd like to see the breakdown of how MEDIC intends to divide the reductions of the $2 million, since it listed numerous categories. * Regarding the Health Department's information from the CHS response, did the conversation at the executive level occur on this, or is this the result of staff interaction between the HD and CHS? * PSI: Let's get from PSI on the per hour cost of the televised board meetings. Maybe the Board could commit to more efficient and therefore shorter meetings to help save money. * SHF: Is there any opportunity to consolidate WRRC and Structured Day to enable state funds to pay for some services being funded by county dollars? * SHF: It says the MSCO is closing Gatline on March 1. Is this contingent on approval by the manager, or is this a done deal and a certain date? * DSS: Has DSS provided the details on the specific reductions to specific contracts with potential impacts identified for each? * OTC: I'd like to see the details of the OTC reductions. Since we need to be aggressive in collections, maybe we should forgoe cuts in OTC at this time, since the amount of reduction is minimal anyway. * Finally, if a department spent or encumbered its appropriations more quickly earlier in the year, would they be less affected than a department that curtailed its spending as the manager requested? Thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887 From: Jackson, Janice Sent: Friday, February 13, 2009 11:25 AM To: Lancaster, Michelle; McGillicuddy, John; Yi, Hyong Cc: Cox, Brian; Diorio, Dena R.; Johnson, Leslie; Jones, Harry L.; Shields, Bobbie; Bryant, Michael; Murchison, Gail; Reeves, Wanda Subject: RE: budget reductions

_____

Below are some initial reactions to the budget reductions submitted by departments. I would like to see the detail spreadsheet, which may result in more or different conclusions or questions. * Overall, I don't see much in the way of substantive impact on services -- certainly this doesn't look like a beginning of "redefining Mecklenburg County." Perhaps this is due to the summary language, and the details will be more revealing. Even the proposed closing of Gatling has little in the way of articulated impact, so I suspect there is more substantive impact from many of these cuts than is apparent. * Several departments indicatate delaying stuff (e.g., opening of facilities). Park and Rec was specific about the length of the delay, but others, such as AMH, were not. It would be helpful to know the extent of these delays. In addition, delaying these projects doesn't really save money in the long run, which is another reason why we should not simply use these reductions as the starting point for FY2010 reductions. * I find it interesting that the library asks every year for more money for books and materials, but that the cuts proposed in round 2 are for books and materials. This seems contradictory to their priorities, so perhaps the details will be helpful in understanding this choice. * I'd like to see the breakdown of how MEDIC intends to divide the reductions of the $2 million, since it listed numerous categories. * Regarding the Health Department's information from the CHS response, did the conversation at the executive level occur on this, or is this the result of staff interaction between the HD and CHS? * PSI: Let's get from PSI on the per hour cost of the televised board meetings. Maybe the Board could commit to more efficient and therefore shorter meetings to help save money. * SHF: Is there any opportunity to consolidate WRRC and Structured Day to enable state funds to pay for some services being funded by county dollars? * SHF: It says the MSCO is closing Gatline on March 1. Is this contingent on approval by the manager, or is this a done deal and a certain date? * DSS: Has DSS provided the details on the specific reductions to specific contracts with potential impacts identified for each? * OTC: I'd like to see the details of the OTC reductions. Since we need to be aggressive in collections, maybe we should forgoe cuts in OTC at this time, since the amount of reduction is minimal anyway. * Finally, if a department spent or encumbered its appropriations more quickly earlier in the year, would they be less affected than a department that curtailed its spending as the manager requested? Thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887 From: Social Media in Government Training Workshop [Training@potomacforum-gov-web-two-point-zero.org] Sent: Friday, February 13, 2009 11:39 AM To: Mabry, Earl Subject: FINAL NOTICE: Policy-Procedure-Security: Social Media in Government

Please Forward to all Managers and Staff Who will be Using the Internet in Support of the President 's Memo on Improved Communications with Citizens and Staff using Social Media/Web 2.0

Social Media in Government Training Workshop Theory and Practice

February 18, 2009 Willard InterContinental Hotel Washington D.C.

What Government and Industry Partners Need to Know to Meet the Web 2.0 Initiatives of the New Administration

January 21, 2009 Presidential Memo Requires Government Agencies to Improve Communications to the Public Using Social Media Techniques

Learn How to Use Social Media for Improved Communications

Learn About Government Social Media: Policy Procedure Security Blogs from Department Secretary Webmaster Perspective and More....

The Obama Administration to Use Social Media and Web 2.0 as a Key Communications Tool

Are You Prepared? Government Agencies and Support Contractors Need to Know about the New Technology and How it Can Be Used

Federal Register: January 26, 2009 (Volume 74, Number 15)] [Presidential Documents] [Page 4685-4686] From the Federal Register Online via GPO Access [wais.access.gpo.gov] [DOCID:fr26ja09-155]

What You Need to Know to be Effective and Comply With Policy

Special Featured Presentation: Dan Mintz Former Chief Information Officer Department of Transportation Topic: The Government Manager and Social Media - How Govenment Management is Changing Using Social Media Observations from a former Department Level, Appointed CIO who has managed and implemented: Blogs at the Secretarial Level Second Life for Training Wikis Twitters and other social media tools at the U.S. Department of Transportation --------- Government Guest Speakers: Jeffrey Levy Director of Web Communications EPA Co-chair, Social Media Sub-Council Federal Web Managers Council ---- Alex Koudry Government Web 2.0 Policy Team Office of Governmentwide Policy GSA ----------------------------------------------------------- Special Security and Social Media Presentation Michael J. Smith - CISSP-ISSEP Manager, Security and Privacy Practice Audit and Enterprise Risk Services Deloitte & Touche LLP Government IT Security and Social Media: What You Need to Know

Potomac Forum Workshops are 100% Educational Programs and NOT Sales or Marketing Activities and are NOT Sponsored by Industry or Vendors

Potomac Forum, Ltd was founded in 1982 as a Non-profit educational organization to provide high quality training to government and industry partners

For additional information Mary@potomacforum.org

Special "Send a Team" Registration for 3 or More Students from Same Agency

Registration and Information: www.potomacforum.org

Call: (703) 683-1613 Mary@potomacforum.org

Sponsored by: Potomac Forum, Ltd. Founded in 1982 as a non-profit organization

Potomac Forum, Ltd is Proud to be:

Sustaining Partner Association for Federal Information Resources Management

Corporate Partner of The Association of Government Accountants

logo AGA Professional_CP

Official Media Partners: Gov Executive Magazine NEXTGOV.COM

President Obama, January 21, 2009 Memorandum to Federal Agencies:

"... Government should be transparent. Transparency promotes

accountability and provides information for citizens

about what their Government is doing. Information

maintained by the Federal Government is a national

asset. My Administration will take appropriate action,

consistent with law and policy, to disclose information

rapidly in forms that the public can readily find and

use. Executive departments and agencies should harness

new technologies to put information about their

operations and decisions online and readily available

to the public. Executive departments and agencies

should also solicit public feedback to identify

information of greatest use to the public..."

This email was sent to: earl.mabry@mecklenburgcountync.gov

If you wish to be electronically taken off this mail list of training opportunities, please go here or modify your email information.

This email was sent by: Potomac Forum, Ltd. 10137 Colebrook Ave , Potomac , Maryland, 20854 , USA From: Bryant, Michael Sent: Friday, February 13, 2009 2:52 PM To: Lancaster, Michelle; McGillicuddy, John; Yi, Hyong Cc: Cox, Brian; Diorio, Dena R.; Johnson, Leslie; Jones, Harry L.; Shields, Bobbie; Jackson, Janice; Murchison, Gail; Reeves, Wanda Subject: RE: budget reductions

Thanks for the feedback. We are revising the summaries to include more details and identify the level of impact for each submission. Our goal is to send you the revisions in advance of the next BET meeting. Feel free to provide additional reactions and/or request for information prior to Wednesday.

_____

Below are some initial reactions to the budget reductions submitted by departments. I would like to see the detail spreadsheet, which may result in more or different conclusions or questions. * Overall, I don't see much in the way of substantive impact on services -- certainly this doesn't look like a beginning of "redefining Mecklenburg County." Perhaps this is due to the summary language, and the details will be more revealing. Even the proposed closing of Gatling has little in the way of articulated impact, so I suspect there is more substantive impact from many of these cuts than is apparent. * Several departments indicatate delaying stuff (e.g., opening of facilities). Park and Rec was specific about the length of the delay, but others, such as AMH, were not. It would be helpful to know the extent of these delays. In addition, delaying these projects doesn't really save money in the long run, which is another reason why we should not simply use these reductions as the starting point for FY2010 reductions. * I find it interesting that the library asks every year for more money for books and materials, but that the cuts proposed in round 2 are for books and materials. This seems contradictory to their priorities, so perhaps the details will be helpful in understanding this choice. * I'd like to see the breakdown of how MEDIC intends to divide the reductions of the $2 million, since it listed numerous categories. * Regarding the Health Department's information from the CHS response, did the conversation at the executive level occur on this, or is this the result of staff interaction between the HD and CHS? * PSI: Let's get from PSI on the per hour cost of the televised board meetings. Maybe the Board could commit to more efficient and therefore shorter meetings to help save money. * SHF: Is there any opportunity to consolidate WRRC and Structured Day to enable state funds to pay for some services being funded by county dollars? * SHF: It says the MSCO is closing Gatline on March 1. Is this contingent on approval by the manager, or is this a done deal and a certain date? * DSS: Has DSS provided the details on the specific reductions to specific contracts with potential impacts identified for each? * OTC: I'd like to see the details of the OTC reductions. Since we need to be aggressive in collections, maybe we should forgoe cuts in OTC at this time, since the amount of reduction is minimal anyway. * Finally, if a department spent or encumbered its appropriations more quickly earlier in the year, would they be less affected than a department that curtailed its spending as the manager requested? Thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887 From: Bryant, Michael Sent: Friday, February 13, 2009 2:52 PM To: Lancaster, Michelle; McGillicuddy, John; Yi, Hyong Cc: Cox, Brian; Diorio, Dena R.; Johnson, Leslie; Jones, Harry L.; Shields, Bobbie; Jackson, Janice; Murchison, Gail; Reeves, Wanda Subject: RE: budget reductions

_____

Below are some initial reactions to the budget reductions submitted by departments. I would like to see the detail spreadsheet, which may result in more or different conclusions or questions. * Overall, I don't see much in the way of substantive impact on services -- certainly this doesn't look like a beginning of "redefining Mecklenburg County." Perhaps this is due to the summary language, and the details will be more revealing. Even the proposed closing of Gatling has little in the way of articulated impact, so I suspect there is more substantive impact from many of these cuts than is apparent. * Several departments indicatate delaying stuff (e.g., opening of facilities). Park and Rec was specific about the length of the delay, but others, such as AMH, were not. It would be helpful to know the extent of these delays. In addition, delaying these projects doesn't really save money in the long run, which is another reason why we should not simply use these reductions as the starting point for FY2010 reductions. * I find it interesting that the library asks every year for more money for books and materials, but that the cuts proposed in round 2 are for books and materials. This seems contradictory to their priorities, so perhaps the details will be helpful in understanding this choice. * I'd like to see the breakdown of how MEDIC intends to divide the reductions of the $2 million, since it listed numerous categories. * Regarding the Health Department's information from the CHS response, did the conversation at the executive level occur on this, or is this the result of staff interaction between the HD and CHS? * PSI: Let's get from PSI on the per hour cost of the televised board meetings. Maybe the Board could commit to more efficient and therefore shorter meetings to help save money. * SHF: Is there any opportunity to consolidate WRRC and Structured Day to enable state funds to pay for some services being funded by county dollars? * SHF: It says the MSCO is closing Gatline on March 1. Is this contingent on approval by the manager, or is this a done deal and a certain date? * DSS: Has DSS provided the details on the specific reductions to specific contracts with potential impacts identified for each? * OTC: I'd like to see the details of the OTC reductions. Since we need to be aggressive in collections, maybe we should forgoe cuts in OTC at this time, since the amount of reduction is minimal anyway. * Finally, if a department spent or encumbered its appropriations more quickly earlier in the year, would they be less affected than a department that curtailed its spending as the manager requested? Thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887 From: Local Government Update [americancityandcounty@pbinews.com] Sent: Tuesday, February 17, 2009 12:27 PM To: Diorio, Dena R. Subject: Locals welcome American Recovery and Reinvestment Act

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ADVERTISEMENT IEDC 2009 Federal Economic Development Forum

The International Economic Development Council (IEDC) invites you to attend the 2009 Federal Economic Development Forum: New Administratrion, New Beginnings: Energizing Communities and the Economy ñ March 15-17, Alexandria, VA. Hear from federal insiders on issues facing the economic development industry, and prepare for the upcoming change of administration.

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In The News Locals welcome American Recovery and Reinvestment Act The compromise version of the American Recovery and Reinvestment Act (ARRA), which President Obama is expected to sign on Tuesday, contains several programs that have been priorities for the Washington-based National League of Cities (NLC), the U.S. Conference of Mayors (USCM) and the National Association of Counties (NACo). The billís inclusion of new funding for infrastructure, housing, public safety, health and renewable energy is what cities and the nation need to begin pulling out of the recession, NLC Executive Director Donald Borut wrote in a letter to lawmakers. Read the entire article here .

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Well-known Autodesk Technical Specialist Amy Fietkau hosts this forty-five minute webcast. New publication explores the politics of urban planning The U.S. population is expected to reach 350 million by 2025, and cities had better plan appropriately now to meet the needs of future residents, according to a new publication from the Washington-based Urban Land Institute (ULI). ìThe New Politics of Planning: How States and Local Governments are Coming to Common Ground on Reshaping Americaís Built Environmentî compares old and new planning methods and analyzes the changing perspective on land use controls. Read the entire article here .

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In todayís economy, every dollar counts and every business decision matters. Panasonic is offering flexible financing services so that you don't have to sacrifice durability and reliability for price. For more information on how you can buy a Toughbook computer, click here. Dow AgroScience launches podcast for roadside vegetation managers Indianapolis-based Dow AgroScience has launched a podcast for roadside vegetation managers. VM Radio will feature interviews with industry professionals and university researchers that explore marketplace trends and identify resources. Read the entire article here .

[Live Webinar] Strategies For Reinventing Retail Space

This Webcast will look at tips for how empty space can be used in a way that generates foot traffic and cash flow. Weíll explore strategies and incorporate real-life examples of what some creative owners and retailers have done to weather the weak retail environment and keep dark space from harming healthy retailers that are operating. It will look at solutions such us bringing in tenants that arenít reliant on sales for success, but can help generate traffic for existing retailers. Further, it will look at how landlords and economic development officials can best position existing properties to work with tenants that are expanding. Group offers $500,000 for creation of energy alliance The Atlanta-based Southeast Energy Efficiency Alliance (SEEA) is offering $500,000 to the Southeastern city that makes the best proposal for forming a community energy alliance. The goal of the alliance is to retrofit homes and buildings in ways that save residents money on energy and water bills. Read the entire article here .

Career Opportunities

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DIRECTOR OF ENVIRONMENTAL PROTECTION II ó Fairless Hill, Pa.

For information on this and other local government job openings, visit "HireAGovPro. î To advertise a position on AMERICAN CITY & COUNTY's Web site, contact Gary Kazmier at (800) 443-4969, ext. 4, or gary.kazmier@penton.com.

Upcoming Events

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March 4-6 The Work Truck Show National Truck Equipment Association Chicago www.ntea.com

March 9-12 Strategic Human Capital Management for Government Conference: How To Transform Human Capital Planning By Aligning Your Programs With Your Organization's Mission & Goals To Drive Performance & Maximize Results Advanced Learning Institute Washington www.aliconferences.com

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Copyright 2007, Penton Media. All rights reserved. This article is protected by United States copyright and other intellectual property laws and may not be reproduced, rewritten, distributed, re-disseminated, transmitted, displayed, published or broadcast, directly or indirectly, in any medium without the prior written permission of Penton Media. From: Heasley, Sarah Sent: Tuesday, February 17, 2009 4:12 PM To: Diorio, Dena R. Subject: FW: Training Your Entire Department on Federal Grants Administration for $299

------------------------------------------- From: Grants Management Training[SMTP:GRANTSEDITOR@THOMPSON.COM] Sent: Tuesday, February 17, 2009 2:49:54 PM To: Heasley, Sarah Subject: Training Your Entire Department on Federal Grants Administration for $299 Auto forwarded by a Rule

Thompsoninteractive.com

Orientation To Federal Grants Administration For Program Personnel-How To Avoid Being Dangerous A 90-minute Interactive Audio Conference

_____

Enrollment Just $299 per listening site no matter how many people are in the room! Online: Just click here and check out using our secure shopping cart.

Phone: call 1-800-925-1878 and please mention priority code FSSE 51598.

Fax: Please print this email and use the form provided below.

Learn More & Register NOw Receive 1.5 CPE Credits CPE Credits Thompson Interactive is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org Wednesday, March 11, 2009 2:00pm to 3:30pm Eastern Time

Course Description:

Ideally, administering federal grants in any organization involves a partnership-a cooperative effort between staff members whose expertise is in financial management and general administration and those whose skills are involved with the programmatic aspects of the work being financed by the federal government. That's true whether the activity being supported is research, social services, construction, or something else. Unfortunately, that partnership doesn't always work as well as it should for the benefit of the organization that both groups work for. Some of that has to do with the fact that program managers aren't experts on the arcane and curious rules that federal government imposes on its awards-nor should they be expected to be. But it also isn't farfetched to believe that some administrative personnel may blame those federal government rules for overly bureaucratic internal policies and practices that are nothing more than "the way we've always done it." That's where this audio conference can help.

Bob Lloyd, a respected authority on the federal policies affecting the acquisition, administration and award of federal grants and contracts and a longtime presenter of Thompson Interactive audio conferences, has developed this session as a "quick immersion" for program personnel about the federal requirements that are most critical to successful implementation of grant programs. Having worked with scores of grantee and subgrantee organizations, Bob has seen firsthand that disagreements over what's required can undercut effectiveness and program results. This orientation from an independent source is just the antidote to that tendency: Participants will learn:

Participants Will Learn:

* What are the distinctions in types of federal awards and subawards * What federal documents apply to grant administration and how to use them * What events occur during the entire grant cycle and how your role fits in * What role federal standards play in the formation of organizational policies * What limitations apply to cost allowability, prior approval, and purchasing * What types of reports are required to be submitted to grantor agencies * Who is looking over our shoulders and what are they looking for * What can happen to our organization if things go wrong; and most importantly * Why do the people in finance and administration act like they do?

Level: Advanced

Bob Lloyd is a respected authority on federal policies affecting the acquisition, administration, and audit of federal grants and contracts. The former executive director of the Grants Management Advisory Service, Mr. Lloyd has more than 35 years of experience in federal award implementation and oversight. Since forming his own management consulting practice in Washington DC in 1982, he has served as a consultant, trainer or advisor to management or audit units in fifteen major federal award making agencies and to grantee, subgrantee, and independent audit organizations located in all fifty states, the District of Columbia, several U.S. territories and seventeen foreign countries. A long time instructor with the federal Government Audit Training Institute, he received its faculty excellence award for the development of courses on federal grant auditing and has delivered scores of training sessions of the topic. Mr. Lloyd also served as the principal author of the Thompson Publishing Group's Single Audit Information Service.

To learn more about Bob Lloyd, click here!

Registration Includes:

* Admittance to the 90-minute call for as many people as you can fit in a room with a speakerphone * Access to the specially created presentation handouts (available 48 hours in advance) * Participation in the 30-minute, live Q&A with the speaker following the presentation * Certificates of attendance for all audio conference attendees

Attendees Who Will Benefit From This Audio Conference Include:

* Program managers * Principal investigators * Project directors * Executive staff * Support personnel

NOTE TO FINANCE AND ADMINISTRATIVE PERSONNEL-You're invited too. But perhaps the best thing you can do for your programmatic colleagues is to let them know about this conference, sign them up, and then watch as they hopefully get the points that you may have been trying to make for a while.

And remember, when you attend this live audio conference and complete a short post-conference survey (a NASBA requirement), you're eligible for 1.5 CPE credits! For more information, please go to: http://www.thompsoninteractive.com/cpe_credits.asp. (Please note: CPE credit is earned only by attending the live conference. CD-only and On-Demand purchases do not qualify for CPE credits.)

Learn More & Register Today!

If you prefer to register -- or order the CD recording (MP3 format) or On-Demand recording-- by phone, then call us toll-free at 1-800-925-1878. And when you do, please be sure to mention your priority code: FSSE 51598.

Please feel free to forward this announcement to others who might find it useful.

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THOMPSON PUBLISHING GROUP | TERMS AND CONDITIONS | PRIVACY POLICY © Copyright 2009 Thompson Publishing Group Inc., Washington, D.C. | service@thompson.com From: peg.hosky@fedinsider.com Sent: Thursday, February 19, 2009 11:56 AM To: Diorio, Dena R. Subject: FedInsider - Stimulus Bill Rich in IT

FedInsider.com February 15, 2009 To view in your web browser:

Welcome to this issue of FedInsider.com; Viewpoints on Government Management.

Story #1 SIGNS OF CONTINUITY IN FEDERAL IT MANAGEMENT ARE EMERGING

The federal government is trying to find some continuity in IT management in OMBís efforts to get a handle on governmentwide costs of IT infrastructure (ITI). OMB wants to know who is spending ITI dollars most efficiently and who is eligible to become a shared service provider. Peter Tseronis, senior technical advisor in the office of IT support services within the CIO office at the Energy Department, and chair of the CIO Councilís IPv6 working group, talks about why ITI is a hot topic at OMB, and why a stable infrastructure is important.

-> Read More http://www.fedinsider.com/#story1

- - - - - Advertisements - - - - - - - - Gene L. Dodaro, Acting Comptroller of the U.S. Government Accountability Office, Craig Newmark, and Knight Kiplinger to Speak at IRMCO 2009

The U.S. General Services Administration is pleased to announce that Gene L. Dodaro, Acting Comptroller General of the U.S. Government Accountability Office, Craig Newmark, founder of Craigís list, and Knight Kiplinger of Kiplinger Letter will be speaking at IRMCO 2009 on April 19-22.

When you attend IRMCO, the annual government-only gathering of agency career and political leaders, you not only get to hear from industry and government leaders like Dodardo, Newmark, and Kiplinger, you have the opportunity to:

- Explore the most current thinking about policies and strategies of the current Administration, and learn how to help achieve your agency's missions and objectives.

- Hear from and network with keynotes and speakers selected to directly address the needs of a government executive.

- Create a network of peers within the executive realm of government in order to foster interagency knowledge sharing, coordination and collaboration.

- Earn program management continuous learning credits for updating critical skills.

Plan now to attend IRMCO on April 19-22, 2009 at the Hyatt Regency Chesapeake Bay in Cambridge, Maryland, a quick trip up Route 50.

Federal Travel Regulations FTR Amendment 2006-02 http://www.fedinsider.com/govtravel allows for the reimbursement of the prepayment of early bird discounted registration fees, so register now at www.irmco.gov and capture discounted rates today!

- - - - - - - - - - - - - - - - -- - - - - - - - - - Story #2 IT WILL TAKE WEEKS TO DISCERN THE OUTER EDGES OF STIMULUS BILL

The American Recovery and Reinvestment Act, nee the stimulus bill, is proving to be the equivalent of winning the lottery for some government agencies. The Social Security Administration is getting $500 million for a new data center. The National Oceanic and Atmospheric Administration is getting $170 million for climate modeling. The list of ìwinnersî goes on. Brace for a windfall in IT spending.

-> Read More http://www.fedinsider.com/#story2 Story #3 TRANSPARENT GOVERNMENT? ARRA EVEN SOUNDS LIKE A LAUGH

The conference version of the American Recovery and Reinvestment Act, which President Obama was to sign this week, is posted online by Congress in two, 6M pieces ñ A and B. The whole effort ñ the process and the bill itself ñ is a sterling example of opacity in government. Read on for FedInsiderís tips on how to navigate through these massive, unsearchable documents.

-> Read More http://www.fedinsider.com/#story3

Story #4 SLOWLY THE PICTURE OF WHOíS WHO IS TAKING SHAPE

The whoís who landscape in Washington is starting to take shape with the appointments of Vivek Kundra to administrator of E-Government and IT at OMB and Melissa Hathaway to the National Security Council. Some in the community are speculating about who will be named next.

-> Read More http://www.fedinsider.com/#story4

Story #5 HOW DO YOU KNOW IF YOU ARE REALLY DOING WEB 2.0?

Now that Web 2.0 has made it into the vernacular of the federal government, it is becoming whole-heartedly embraced by some agencies. NASA and FEMA Twitter, GSA YouTubes, and the FDA proffers a widget. Find out how these agencies are using web tools to communicate with the public, and if their efforts have been effective.

-> Read More http://www.fedinsider.com/#story5

======================================== TOM TEMIN | The FedInsiderís Voice | A trusted member of the Federal community, Tom has had a seat at the table from which to inform us on the issues of the day for more than 16 years. As the editor of FedInsider.com, Tom will continue to bring you viewpoints on the issues of the day. (Bio - http://www.fedinsider.com/teminbio.cfm)

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From: William F. James, Jr. [wjames@carolina.rr.com] Sent: Friday, February 20, 2009 2:04 PM To: Yi, Hyong; Jackson, Janice; McGillicuddy, John; ncooksey@bellsouth.net; Leake, Vilma; Paige, Janice; 'Jennifer Roberts'; Daniel Murrey; Jones, Harry L.; Harold@attorneycogdell.com; gdunlap@bellsouth.net; Shields, Bobbie; Bentley, Karen; Dumont Clarke; Lancaster, Michelle; Bethune, Marvin Cc: Saul, Cary; tony.zeiss@cpcc.edu; 'Brown, Charles'; 'Joe Penner'; Pinkard, Jerry; Garges, James R; Diehl, Daniel; Cox, Brian; Mabry, Earl; Spears, Cornita; Crockett, Grayce; Granberry, David; Lowry, Stacy M.; Johnson, Leslie; Diorio, Dena R.; peter.gorman@cms.k12.nc.us; Sullivan, James; Hahn, Mark; Peek, Chris; Bryant, Michael; Bailey, Daniel; Wilson, Mary; 'Bethea, April'; 'Boone, Mark'; 'D. A. Russell'; scrump@wbtv.com; pkaliner@wbt.com; 'Tara Servatius'; 'Jeff Rivenbark'; 'Nbc6'; 'Assignment (CTV-Charlotte)'; 'News Desk'; 'News Desk'; newsdesk@fox18wccb.com; 'Breaking News'; 'Shoemaker, Phillis'; 'Batten, Taylor' Subject: RE: FY2009 Budget Reductions

Importance: High

Harry ñ

I agree that we should close Gatling. That is a cut I completely agree with. The Republicanís proposed this several years ago because of the costs and issues regarding State responsibility but the suggestion was rejected by Parks and the Democrats. I am glad to see you have revived it.

I have some questions about some of the other items. In particular, there is listed a cut to ëdevelopment disabilitiesí but little or no cut to ëfighting backí (a patronage area that was initially established by a grant and subsequently made ëpermanentí about 10 years ago). This particular department hands out money to folks in poor neighborhoods to get them to teach ëhealthly lifestylesí to their neighbors (among other things). Developmental disabilities represent help to the parents of children who were born with severe birth defects. I donít see how ëfighting backí could get a $3 thousand dollar cut but developmental disability help for children with birth defects could get $759 thousand. To me, that is flat backwards.

I would also like to understand some of the ones that I have outlined below and get an answer on whether CMS will agree to give back the $2.5 million.

Also ñ these cuts total (if CMS agrees) to about $20 million however the ëgoalí was $46 million. Do we plan additional cuts for this fiscal year to make up the difference or are we just going to assume that the $26 million in remaining reductions are from Fund Balance?

PRK

Park_Fields_Recreation Centers

PARK OPERATIONS & MAINTENANCE (PRK)

$ 726,925

DSS

Economic_Financial Assistance

CHILDCARE SERVICES (DSS)

$ 350,000

PUB HLT

Communicable Illness Prevention_Treatment

STD/HIV TRACKING & INVESTIGATIONS (HLT)

$ 355,186

AMH

Disability Prevention_Treatment

DEVELOPMENT DISABILITIES SERVICES (AMH)

$ 759,404

CMO

Legal Counsel

ATTORNEY (MGR)

$ 402,317

What attorney are we eliminating from the Managerís office? Tyrone Wade whom we just hired or Marvin Bethune?

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Confidentiality Notice: E-mail correspondence to and from this address regarding public matters pertaining to Mecklenburg County business may be subject to the North Carolina Public Records law "NCGS Ch 132" and may be disclosed to third parties. This electronic mail transmission may contain information that is confidential, priviledged, or proprietary. If you are not the intended recipient, you are hereby notified that you are not authorized to read, print, retain, copy or disseminate this message, any part of it, or any attachments. If you have received this message in error, please delete the message and any attachments from your system without reading the content and notify me immediately of the inadvertent transmission. There is no intent on the part of the sender (me) to waive any priviledge that may attach to this communication. Thank you for your cooperation.

From: Yi, Hyong [mailto:Hyong.Yi@mecklenburgcountync.gov] Sent: Friday, February 20, 2009 11:53 AM To: Jackson, Janice; McGillicuddy, John; ncooksey@bellsouth.net; Leake, Vilma; Paige, Janice; Jennifer Roberts; Daniel.Murrey@orthocarolina.com; Jones, Harry L.; Harold@attorneycogdell.com; gdunlap@bellsouth.net; Shields, Bobbie; Bentley, Karen; Dumont Clarke; Lancaster, Michelle; Bill James Cc: Saul, Cary; tony.zeiss@cpcc.edu; Brown, Charles; Joe Penner; Pinkard, Jerry; Garges, James R; Diehl, Daniel; Cox, Brian; Mabry, Earl; Spears, Cornita; Crockett, Grayce; Granberry, David; Lowry, Stacy M.; Johnson, Leslie; Diorio, Dena R.; peter.gorman@cms.k12.nc.us; Sullivan, James; Hahn, Mark; Peek, Chris; Bryant, Michael; Bailey, Daniel; Wilson, Mary Subject: FY2009 Budget Reductions

Commissioners,

Attached is a memo with two attachments regarding FY2009 Budget Reductions. Please contact me if you have any questions.

Thank you.

Hyong Yi

Management and Budget Director

704-336-6945

Importance: High

Harry ñ

I would also like to understand some of the ones that I have outlined below and get an answer on whether CMS will agree to give back the $2.5 million.

PRK

Park_Fields_Recreation Centers

PARK OPERATIONS & MAINTENANCE (PRK)

$ 726,925

DSS

Economic_Financial Assistance

CHILDCARE SERVICES (DSS)

$ 350,000

PUB HLT

Communicable Illness Prevention_Treatment

STD/HIV TRACKING & INVESTIGATIONS (HLT)

$ 355,186

AMH

Disability Prevention_Treatment

DEVELOPMENT DISABILITIES SERVICES (AMH)

$ 759,404

CMO

Legal Counsel

ATTORNEY (MGR)

$ 402,317

What attorney are we eliminating from the Managerís office? Tyrone Wade whom we just hired or Marvin Bethune?

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Commissioners,

Attached is a memo with two attachments regarding FY2009 Budget Reductions. Please contact me if you have any questions.

Thank you.

Hyong Yi

Management and Budget Director

704-336-6945

From: Yi, Hyong Sent: Friday, February 20, 2009 3:32 PM To: James, Bill; Jackson, Janice; McGillicuddy, John; ncooksey@bellsouth.net; Leake, Vilma; Paige, Janice; Jennifer Roberts; Daniel Murrey; Jones, Harry L.; Harold@attorneycogdell.com; gdunlap@bellsouth.net; Shields, Bobbie; Bentley, Karen; Dumont Clarke; Lancaster, Michelle; Bethune, Marvin Cc: Saul, Cary; tony.zeiss@cpcc.edu; Brown, Charles; Joe Penner; Pinkard, Jerry; Garges, James R; Diehl, Daniel; Cox, Brian; Mabry, Earl; Spears, Cornita; Crockett, Grayce; Granberry, David; Lowry, Stacy M.; Johnson, Leslie; Diorio, Dena R.; peter.gorman@cms.k12.nc.us; Sullivan, James; Hahn, Mark; Peek, Chris; Bryant, Michael; Bailey, Daniel; Wilson, Mary; Bethea, April; Boone, Mark; D. A. Russell; scrump@wbtv.com; pkaliner@wbt.com; Tara Servatius; Jeff Rivenbark; Nbc6; Assignment (CTV-Charlotte); News Desk; News Desk; newsdesk@fox18wccb.com; Breaking News; Shoemaker, Phillis; Batten, Taylor Subject: RE: FY2009 Budget Reductions

Commissioner James We are working on your questions. We will work to have responses for you by the Public Policy Workshop next Tuesday if not sooner. Thank you. Hyong Yi Hyong Yi Management and Budget Director Mecklenburg County

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Fri 2/20/2009 2:03 PM To: Yi, Hyong; Jackson, Janice; McGillicuddy, John; ncooksey@bellsouth.net; Leake, Vilma; Paige, Janice; 'Jennifer Roberts'; Daniel Murrey; Jones, Harry L.; Harold@attorneycogdell.com; gdunlap@bellsouth.net; Shields, Bobbie; Bentley, Karen; Dumont Clarke; Lancaster, Michelle; Bethune, Marvin Cc: Saul, Cary; tony.zeiss@cpcc.edu; 'Brown, Charles'; 'Joe Penner'; Pinkard, Jerry; Garges, James R; Diehl, Daniel; Cox, Brian; Mabry, Earl; Spears, Cornita; Crockett, Grayce; Granberry, David; Lowry, Stacy M.; Johnson, Leslie; Diorio, Dena R.; peter.gorman@cms.k12.nc.us; Sullivan, James; Hahn, Mark; Peek, Chris; Bryant, Michael; Bailey, Daniel; Wilson, Mary; 'Bethea, April'; 'Boone, Mark'; 'D. A. Russell'; scrump@wbtv.com; pkaliner@wbt.com; 'Tara Servatius'; 'Jeff Rivenbark'; 'Nbc6'; 'Assignment (CTV-Charlotte)'; 'News Desk'; 'News Desk'; newsdesk@fox18wccb.com; 'Breaking News'; 'Shoemaker, Phillis'; 'Batten, Taylor' Subject: RE: FY2009 Budget Reductions

Harry ñ

I would also like to understand some of the ones that I have outlined below and get an answer on whether CMS will agree to give back the $2.5 million.

PRK

Park_Fields_Recreation Centers

PARK OPERATIONS & MAINTENANCE (PRK)

$ 726,925

DSS

Economic_Financial Assistance

CHILDCARE SERVICES (DSS)

$ 350,000

PUB HLT

Communicable Illness Prevention_Treatment

STD/HIV TRACKING & INVESTIGATIONS (HLT)

$ 355,186

AMH

Disability Prevention_Treatment

DEVELOPMENT DISABILITIES SERVICES (AMH)

$ 759,404

CMO

Legal Counsel

ATTORNEY (MGR)

$ 402,317

What attorney are we eliminating from the Managerís office? Tyrone Wade whom we just hired or Marvin Bethune?

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Commissioners,

Attached is a memo with two attachments regarding FY2009 Budget Reductions. Please contact me if you have any questions.

Thank you.

Hyong Yi

Management and Budget Director

704-336-6945

_____

Harry ñ

I would also like to understand some of the ones that I have outlined below and get an answer on whether CMS will agree to give back the $2.5 million.

PRK

Park_Fields_Recreation Centers

PARK OPERATIONS & MAINTENANCE (PRK)

$ 726,925

DSS

Economic_Financial Assistance

CHILDCARE SERVICES (DSS)

$ 350,000

PUB HLT

Communicable Illness Prevention_Treatment

STD/HIV TRACKING & INVESTIGATIONS (HLT)

$ 355,186

AMH

Disability Prevention_Treatment

DEVELOPMENT DISABILITIES SERVICES (AMH)

$ 759,404

CMO

Legal Counsel

ATTORNEY (MGR)

$ 402,317

What attorney are we eliminating from the Managerís office? Tyrone Wade whom we just hired or Marvin Bethune?

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Commissioners,

Attached is a memo with two attachments regarding FY2009 Budget Reductions. Please contact me if you have any questions.

Thank you.

Hyong Yi

Management and Budget Director

704-336-6945

From: Herbert, Rebecca Sent: Tuesday, February 24, 2009 9:50 AM To: Bailey, Carolyn; Cobb, Bobby; Cox, Brian; Crockett, Grayce; Diehl, Daniel; Diorio, Dena R.; Frank Blair; Garges, James R; Herbert, Rebecca; Houston, Patsy E.; L. Vitlar; Lowry, Stacy M.; McGillicuddy, John; Pinkard, Jerry; Riddle, Joel; Saul, Cary; Wilson, Mary Cc: Fulton, Marni; Cox, Brian Subject: MEETING NOTICE

Importance: High

IMPORTANT MEETING NOTICE! There will not be an EEG FALT Stakeholders Group meeting in March. However, there will be a joint meeting of the EEG FALT Stakeholders Group and the EEG FALT on Friday, April 3 at 9am (location TBA). The subject of this meeting will be the technology reserve. Additional details about the process will be sent closer to the meeting date. As a reminder, the EEG FALT Stakeholders Group membership list is below. EEG FALT Stakeholders Group Roster

DEPARTMENT

REPRESENTATIVE

AMH

Grayce Crockett

Health

Bobby Cobb

LUESA

Cary Saul

Library

Frank Blair

CMO

Brian Cox

Park and Recreation

Jim Garges

DSS

Mary Wilson

SHF

Chipp Bailey

Community Support Services

Stacy Lowry

Joel Riddle

Finance

Dena Diorio

IST

Jerry Pinkard

PS&I

Danny Diehl

Rebecca J. Herbert, MPA Assistant to the County Manager (704) 336-2628 rebecca.herbert@mecklenburgcountync.gov From: Herbert, Rebecca Sent: Tuesday, February 24, 2009 9:50 AM To: Bailey, Carolyn; Cobb, Bobby; Cox, Brian; Crockett, Grayce; Diehl, Daniel; Diorio, Dena R.; Frank Blair; Garges, James R; Herbert, Rebecca; Houston, Patsy E.; L. Vitlar; Lowry, Stacy M.; McGillicuddy, John; Pinkard, Jerry; Riddle, Joel; Saul, Cary; Wilson, Mary Cc: Fulton, Marni; Cox, Brian Subject: MEETING NOTICE

Importance: High

DEPARTMENT

REPRESENTATIVE

AMH

Grayce Crockett

Health

Bobby Cobb

LUESA

Cary Saul

Library

Frank Blair

CMO

Brian Cox

Park and Recreation

Jim Garges

DSS

Mary Wilson

SHF

Chipp Bailey

Community Support Services

Stacy Lowry

Joel Riddle

Finance

Dena Diorio

IST

Jerry Pinkard

PS&I

Danny Diehl

Rebecca J. Herbert, MPA Assistant to the County Manager (704) 336-2628 rebecca.herbert@mecklenburgcountync.gov From: Jones, Harry L. Sent: Thursday, February 26, 2009 2:15 PM To: James, Bill; Roberts, Jennifer Cc: Yi, Hyong; Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Yi, Hyong; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

Bill I really appreciate your interest in our budget situation. My staff is currently preparing 20% reduction scenarios. This effort is very time-consuming and stressful for them. Accordingly, I will not direct my staff to undertake this "pricing" request, at this time. _____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Reduce ìassociation duesî by not renewing groups that are not deemed to be essential in this environment (revaluate in 12 months). Examples would be memberships in the AICPA or other such groups that may be paid with County dollars

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

From: Jones, Harry L. Sent: Thursday, February 26, 2009 2:15 PM To: James, Bill; Roberts, Jennifer Cc: Yi, Hyong; Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Yi, Hyong; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

From: James, Bill Sent: Thursday, February 26, 2009 2:22 PM To: Jones, Harry L.; Roberts, Jennifer Cc: Yi, Hyong; Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Yi, Hyong; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

20% across the board for all areas or targeted 20%?

In addition to the 17 million or including it?

I thought that the idea was to do ëtargetedí cuts to avoid across the board.

Borrowing a phrase from President Obama ìa scalpel versus a cleaverî.

As a Commissioner it is ëmyí budget situation as well.

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

From: Jones, Harry L. [mailto:Harry.Jones@mecklenburgcountync.gov] Sent: Thursday, February 26, 2009 2:15 PM To: William F. James, Jr.; Roberts, Jennifer Cc: Yi, Hyong; Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Yi, Hyong; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

Bill

I really appreciate your interest in our budget situation. My staff is currently preparing 20% reduction scenarios. This effort is very time-consuming and stressful for them. Accordingly, I will not direct my staff to undertake this "pricing" request, at this time.

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

From: William F. James, Jr. [wjames@carolina.rr.com] Sent: Thursday, February 26, 2009 2:22 PM To: Jones, Harry L.; Roberts, Jennifer Cc: Yi, Hyong; Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Yi, Hyong; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

20% across the board for all areas or targeted 20%?

In addition to the 17 million or including it?

I thought that the idea was to do ëtargetedí cuts to avoid across the board.

Borrowing a phrase from President Obama ìa scalpel versus a cleaverî.

As a Commissioner it is ëmyí budget situation as well.

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Bill

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

From: Yi, Hyong Sent: Thursday, February 26, 2009 3:45 PM To: James, Bill; Jones, Harry L.; Roberts, Jennifer Cc: Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

Commissioner James:

County Manager Jones asked that I respond to your most recent email question regarding the 20% reduction scenarios. In preparation for the FY2010 budget, County Manager Jones directed County departments and agencies to develop scenarios that include up to 20% reductions from current year funding. This does not mean that every department will experience a 20% reduction. However, we need the departments to identify funding priorities and the potential impact of the reductions so we can evaluate the various choices and consequences in developing a recommended budget. Departments are hard at work on these scenarios at this time. In addition, the County Manager also has requested that CMS, CPCC and WTVI consider 10% reductions in current year funding as they prepare funding requests for next fiscal year. Please let me know if you have any further questions.

Hyong Yi Management and Budget Director Mecklenburg County, NC 704-336-6945 Hyong.Yi@MecklenburgCountyNC.gov

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thursday, February 26, 2009 2:22 PM To: Jones, Harry L.; Roberts, Jennifer Cc: Yi, Hyong; Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Yi, Hyong; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

20% across the board for all areas or targeted 20%?

In addition to the 17 million or including it?

I thought that the idea was to do ëtargetedí cuts to avoid across the board.

Borrowing a phrase from President Obama ìa scalpel versus a cleaverî.

As a Commissioner it is ëmyí budget situation as well.

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Bill

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Commissioner James:

Hyong Yi Management and Budget Director Mecklenburg County, NC 704-336-6945 Hyong.Yi@MecklenburgCountyNC.gov

_____

20% across the board for all areas or targeted 20%?

In addition to the 17 million or including it?

I thought that the idea was to do ëtargetedí cuts to avoid across the board.

Borrowing a phrase from President Obama ìa scalpel versus a cleaverî.

As a Commissioner it is ëmyí budget situation as well.

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Bill

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

From: James, Bill Sent: Thursday, February 26, 2009 4:06 PM To: Yi, Hyong; Jones, Harry L.; Roberts, Jennifer Cc: Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

Importance: High

Well, that is good to know but it doesnít exactly answer my question.

I donít mean to be obtuse I just want to understand.

We have some sales tax info from Dena (and CATS info) that indicates that the deficit from sales tax lost revenue could be as high as $23 million (not the $12 million discussed).

It seems clear that since we only took $17 million in cuts on an initial deficit of $46 million that we determined to use fund balance for the lionís share of $28 million. Good business practices dictate that we cannot do that for any additional current year deficits (I am concerned that we may be tempted to increase our ëfund balanceí usage as a result of these new numbers draining fund balance we will need to balance the 2010 and 2011 budgets). Accordingly I am looking for an answer to that by trying to tie down the real anticipated loss on Sales Taxes that I think exceeds the $12 million number presented on Tuesday.

What I am trying to determine is whether these ë20% reductionsí are reductions that we are developing to implement for the current budget or whether they are as you said ëin preparation for the 2010 budgetí.

If they are ëin preparation forí does that mean that we are going to be considering another round of cuts for the current year in the next week or so? (Time is running short). Is the plan to present to the Board another round of cuts and (if so) then when would that occur.

Your note says that the ëmanager has requested that CMS, CPCC and WTVI consider 10% reductions in current year fundingí. 10% of CMS would be $30 million approximately. There is to be an agenda item for next Tuesday to reduce CMSí budget unilaterally that was discussed for $5 million.

If the Manager believes that CMS should take a 10% cut (which is what you said) of $30 million in the current year then will Tuesdayís proposal be a $30 million cut or a $5 million cut (or does he support my hybrid approach that moves $25 million of CMSí money into a restricted contingency)? If he believes in the $30 million has Dr. Gorman been notified? If he doesnít then why ërequestí a cut for which CMS will reject out of hand.

If the plan is to have another round of 20% cuts what is the dollar total of ë20%í equal? In other words, what dollar goal are we shooting for regarding this second round. Are we trying to get CMS to give $30 million and have the County side come up with $30 million?

I believe it is clear that since Tuesday new information shows that the current year loss not be an additional $12 million but closer to an additional $23 million.

I have asked Dena for her professional opinion on that but whatever the number is, the question is what dollar value of cuts we are shooting for and when we believe we will impliment it. Given that it is the first of March we need to act fast to stop the deficit from being spent. To do that means cuts need to come immediately not over the next 4 to 6 weeks.

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

From: Yi, Hyong [mailto:Hyong.Yi@mecklenburgcountync.gov] Sent: Thursday, February 26, 2009 3:45 PM To: James, Bill; Jones, Harry L.; Roberts, Jennifer Cc: Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

Commissioner James:

Hyong Yi

Management and Budget Director

Mecklenburg County, NC

704-336-6945

Hyong.Yi@MecklenburgCountyNC.gov

_____

20% across the board for all areas or targeted 20%?

In addition to the 17 million or including it?

I thought that the idea was to do ëtargetedí cuts to avoid across the board.

Borrowing a phrase from President Obama ìa scalpel versus a cleaverî.

As a Commissioner it is ëmyí budget situation as well.

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Bill

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

From: William F. James, Jr. [wjames@carolina.rr.com] Sent: Thursday, February 26, 2009 4:06 PM To: Yi, Hyong; Jones, Harry L.; Roberts, Jennifer Cc: Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

Importance: High

Well, that is good to know but it doesnít exactly answer my question.

I donít mean to be obtuse I just want to understand.

We have some sales tax info from Dena (and CATS info) that indicates that the deficit from sales tax lost revenue could be as high as $23 million (not the $12 million discussed).

I believe it is clear that since Tuesday new information shows that the current year loss not be an additional $12 million but closer to an additional $23 million.

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Commissioner James:

Hyong Yi

Management and Budget Director

Mecklenburg County, NC

704-336-6945

Hyong.Yi@MecklenburgCountyNC.gov

_____

20% across the board for all areas or targeted 20%?

In addition to the 17 million or including it?

I thought that the idea was to do ëtargetedí cuts to avoid across the board.

Borrowing a phrase from President Obama ìa scalpel versus a cleaverî.

As a Commissioner it is ëmyí budget situation as well.

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

Bill

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

From: Karen Bentley [kwbmontana@msn.com] Sent: Friday, February 27, 2009 5:25 PM To: James, Bill; Dumont Clarke; Jones, Harry L.; harold@attorneycogdell.com; gdunlap@bellsouth.net; Daniel Murrey; Neil Cooksey; Leake, Vilma Cc: Jennifer Roberts; Diorio, Dena R. Subject: Lottery funds

Hi Dena, Per the Board Bulletin just received, my question regarding the lottery funds has been answered. Thanks. Regards, Karen

_____

From: wjames@carolina.rr.com To: dumontclarke@mvalaw.com; Harry.Jones@mecklenburgcountync.gov; HAROLD@ATTORNEYCOGDELL.COM; gdunlap@bellsouth.net; daniel.murrey@orthocarolina.com; kwbmontana@msn.com; ncooksey@bellsouth.net; Vilma.Leake@mecklenburgcountync.gov CC: mroberts5@carolina.rr.com Subject: RE: /p RE: Possible cuts/Our shared legacy Date: Fri, 27 Feb 2009 11:01:30 -0500

Yes, that is why I think we have to cut our Sales tax numbers for the current year more than the $12 million adjustment discussed on Tuesday.

CATS reported a 15% decline in Sales tax revenue in December alone.

The question is, if that 15% holds how much of a current year reduction is needed? If the 15% reduction increases to 17% or 20% (Jan to June 09) what would we need?

That is why I think that the second round of County current year budget cuts need to be approximately $25-$30 million (less if we take more than $5 million from CMS)

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

From: Dumont Clarke [mailto:dumontclarke@mvalaw.com] Sent: Friday, February 27, 2009 10:45 AM To: Jones, Harry L.; HAROLD@ATTORNEYCOGDELL.COM; George Dunlap; Daniel Murrey; Karen Bentley; ncooksey@bellsouth.net; Leake, Vilma Cc: James, Bill; mroberts5@carolina.rr.com Subject: /p RE: Possible cuts/Our shared legacy

February 28, 2009

In Revision, G.D.P. Shrank at 6.2% Rate at the End of 2008

By CATHERINE RAMPELL

The economy at the end of last year contracted at a far faster rate than initially estimated, a government report released Friday said. The decline in the gross domestic product ó a measure of a countryís total output of goods and services ó in the last quarter of 2008 was the worst since the 1982 recession, and indicates that the recession has been deeper than previously believed. With the exception of government spending, every major component of the economy shrank. ìItís bigger revision than anticipated, although I do have to say that itís a lot more plausible than the initial report,î said Nigel Gault, chief United States economist at IHS Global Insight. Output fell 6.2 percent at an annualized rate in the fourth quarter of 2008, revised downward from a previous estimate of a 3.8 percent decline. The drop was even steeper than many economists had feared, and was much lower than the 0.5 percent contraction from the previous quarter.

_____

From: Jones, Harry L. [mailto:Harry.Jones@mecklenburgcountync.gov] Sent: Thursday, February 26, 2009 4:07 PM To: HAROLD@ATTORNEYCOGDELL.COM; Dumont Clarke; George Dunlap; Daniel Murrey; Karen Bentley; ncooksey@bellsouth.net; Leake, Vilma Cc: James, Bill; mroberts5@carolina.rr.com Subject: FW: Possible cuts

I failed to copy you on the attached communication to Commissioner James

Harry L. Jones, Sr.

County Manager

Mecklenburg County

704-336-2087 -O

704-319-9458-fax

Harry.Jones@MecklenburgCountyNC.gov

_____

From: Jones, Harry L. Sent: Thursday, February 26, 2009 2:15 PM To: William F. James, Jr.; Roberts, Jennifer Cc: Yi, Hyong; Lancaster, Michelle; McGillicuddy, John; McGillicuddy, John; Diorio, Dena R.; Yi, Hyong; Shields, Bobbie; Jackson, Janice Subject: RE: Possible cuts

Bill

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

_____

To comply with certain U.S. Treasury regulations, we inform you that, unless expressly stated otherwise, any U.S. Federal tax advice contained in this e-mail, including attachments, is not intended or written to be used, and cannot be used, by any person for the purpose of avoiding any penalties that may be imposed by the Internal Revenue Service.

_____

CONFIDENTIAL & PRIVILEGED

Unless otherwise indicated or obvious from the nature of the following communication, the information contained herein is attorney-client privileged and confidential information/work product. The communication is intended for the use of the individual or entity named above. If the reader of this transmission is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error or are not sure whether it is privileged, please immediately notify us by return e-mail and destroy any copies, electronic, paper or otherwise, which you may have of this communication.

_____

From: Diorio, Dena R. Sent: Tuesday, March 03, 2009 8:24 AM To: Karen Bentley; James, Bill; Dumont Clarke; Jones, Harry L.; harold@attorneycogdell.com; gdunlap@bellsouth.net; Daniel Murrey; Neil Cooksey; Leake, Vilma Cc: Jennifer Roberts Subject: RE: Lottery funds

Let me know if you need anything else.

_____

From: Karen Bentley [mailto:kwbmontana@msn.com] Sent: Friday, February 27, 2009 5:25 PM To: James, Bill; Dumont Clarke; Jones, Harry L.; harold@attorneycogdell.com; gdunlap@bellsouth.net; Daniel Murrey; Neil Cooksey; Leake, Vilma Cc: Jennifer Roberts; Diorio, Dena R. Subject: Lottery funds

Hi Dena, Per the Board Bulletin just received, my question regarding the lottery funds has been answered. Thanks. Regards, Karen

_____

Yes, that is why I think we have to cut our Sales tax numbers for the current year more than the $12 million adjustment discussed on Tuesday.

CATS reported a 15% decline in Sales tax revenue in December alone.

The question is, if that 15% holds how much of a current year reduction is needed? If the 15% reduction increases to 17% or 20% (Jan to June 09) what would we need?

That is why I think that the second round of County current year budget cuts need to be approximately $25-$30 million (less if we take more than $5 million from CMS)

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

February 28, 2009

In Revision, G.D.P. Shrank at 6.2% Rate at the End of 2008

By CATHERINE RAMPELL

_____

I failed to copy you on the attached communication to Commissioner James

Harry L. Jones, Sr.

County Manager

Mecklenburg County

704-336-2087 -O

704-319-9458-fax

Harry.Jones@MecklenburgCountyNC.gov

_____

Bill

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

_____

CONFIDENTIAL & PRIVILEGED

_____

Let me know if you need anything else.

_____

Hi Dena, Per the Board Bulletin just received, my question regarding the lottery funds has been answered. Thanks. Regards, Karen

_____

Yes, that is why I think we have to cut our Sales tax numbers for the current year more than the $12 million adjustment discussed on Tuesday.

CATS reported a 15% decline in Sales tax revenue in December alone.

The question is, if that 15% holds how much of a current year reduction is needed? If the 15% reduction increases to 17% or 20% (Jan to June 09) what would we need?

That is why I think that the second round of County current year budget cuts need to be approximately $25-$30 million (less if we take more than $5 million from CMS)

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

February 28, 2009

In Revision, G.D.P. Shrank at 6.2% Rate at the End of 2008

By CATHERINE RAMPELL

_____

I failed to copy you on the attached communication to Commissioner James

Harry L. Jones, Sr.

County Manager

Mecklenburg County

704-336-2087 -O

704-319-9458-fax

Harry.Jones@MecklenburgCountyNC.gov

_____

Bill

_____

From: William F. James, Jr. [mailto:wjames@carolina.rr.com] Sent: Thu 2/26/2009 12:26 PM To: Roberts, Jennifer; Jones, Harry L. Cc: Yi, Hyong; Lancaster, Michelle Subject: Possible cuts

Here are some ideas for some cuts that I would like to get priced out:

∑ Eliminate library CD and Video loans and collections (everything on CDís or Videoís can be downloaded anyway)

∑ Eliminate Four H and Cooperative Extension local funding for remainder of year

∑ Eliminate (close) ësmallí pools and their operations for the summer

∑ Eliminate remaining funding for Council on Aging (basically an ëadvocacyí agency not an agency that actually ëhelpsí with programs)

∑ Eliminate ëDisplaced Homemakersí program (there are other programs that handle the same thing)

∑ Close Libraries on weekendís

∑ Reduce Outside Agencies by 1/3 of ëremainingí funds not sent (see exceptions below)

∑ Eliminate Advantage Carolina

∑ Reduce Fighting Back by 1/3 of remaining funds

∑ Reduce ASCís direct funding by 50% of remaining funds

∑ Reduce Housing Partnershipís remaining funding by 50%

∑ Eliminate Community and Rural Development

∑ Eliminate Community Cultural Connections

∑ Reduce NCCJ by 50% of remaining funding

∑ Reduce Latin American Coalition funding by 50% of remaining

∑ Reduce Mi Casa Su Casa funding by 50% of remaining

∑ Reduce Senior Center programs by eliminating night and week-end program offerings

∑ Eliminate POST funding

∑ Cut Communities in Schools funding by 50% for the remaining year

∑ Eliminate Park and Rec ësummer Campí program

∑ Reduce Park ìmarketing and sponsorshipí by 50% of remaining funds

∑ Reduce funding for Nature Museum by 50% of remaining

∑ Freeze Salaries for all employees and Commissioners until the start of the 2011 budget

∑ Eliminate funding for ECO (Energy Committed for Offenders)

∑ Eliminate remaining funding for the Community Building Initiative (also a think tank that doesnít directly help people)

∑ Reduce ëcivil Legal Assistanceí by 75% of remaining funds

∑ Reduce Substance Abuse Prevention treatment by excluding from treatment anyone who has gone through the program once in the last 12 months

∑ Eliminate MAP (Metrolina Aids Project) funding (given current legal issues and allow County to reevaluate in upcoming budget)

∑ Eliminate County funding for any out of state patients (previously referred to other out of state facilities and paid by Mecklenburg)

∑ Reduce ëContracted Lobbyingí by 50% of remaining funds

∑ Consider reduced funding for Lake Commissions (could not be legal to do so)

∑ Reduce Senior Nutrition-Sense program by 25% of remaining funds

∑ Eliminate (stop) funds for Greenway Park planning and development

∑ Reduce by 50% funds for ëInmate Library Servicesí

∑ Reduce by 10% funds for the Public Library (could be offset by week-end closures or closure of non-essential branches)

∑ Reduce ìPrevention Wellnessî remaining funding by 25%

∑ Eliminate Spirit Square funding and cancel leases, shutter building

∑ Reduce WTVI funding by 50% of remaining balance

∑ Eliminate ëVoter Education Outreachí

∑ Price out merger of CMSTV3, City GOVTV and County PSI departments

∑ Reduce by 50% Sheriffís ëpublic infoí budget

∑ Reduce by 25% of remaining funds DSSí Mecklenburg Transport and Medicaid Transport as allowed by law

∑ Reduce funding by 50% of remaining funds for Court Day Care

∑ Eliminate funding for Charlotte Regional Partnership

∑ Eliminate funding for Advantage Carolina (if any)

∑ Reduce by 25% of remaining balance MWBE department budget

∑ Eliminate any remaining funding for AroboCop

∑ Eliminate any remaining funding for Historic graveyard identification program

∑ Close County Care Fitness facilities for two days a week and any afterhours usage

∑ Reduce remaining ëHR trainingí budget by 50%

∑ Eliminate ëdiversityí training in DSS and outside contract now under way

∑ Eliminate ëmodel diversity organization ë program funding

∑ Eliminate remaining funding for Catawba Lands Conservancy

∑ Eliminate any remaining funds for ëregional planningí

∑ Reduce any remaining COG (Council of Governments) by 50% of remaining funds

∑ Eliminate funding for Latta Plantation for the remainder of the year

∑ Eliminate remaining funding for the Catawba Valley Scottish Society

∑ Eliminate 50% of remaining funding for Historic Landmarks project management and African-American Historic Resource Program

∑ Eliminate 50% of remaining funding for the ëhouse of graceí

I am sure there could be more but this is my starting ëlistí

Regards,

Commissioner Bill James (R, District 6)

Mecklenburg County Board of Commissioners

600 East Fourth Street, 11th Floor

Charlotte-Mecklenburg Government Center

Charlotte, North Carolina 28202

HTTP://billjames.org

_____

CONFIDENTIAL & PRIVILEGED

_____

From: Cox, Brian Sent: Tuesday, March 03, 2009 4:52 PM To: Crockett, Grayce; Lowry, Stacy M.; Dickerson, Michael; Diorio, Dena R.; Olmsted, Kurt; Mabry, Earl; Peek, Chris; Pinkard, Jerry; Spears, Cornita; cbrown@plcmc.org; Saul, Cary; Garges, James R; Diehl, Daniel; Hahn, Mark; Granberry, David; Bailey, Daniel; Wilson, Mary Subject: Updated Customer Service Council Roster

Directors, please review the updated Customer Service Council list below for any changes/additions before the group convenes again in April. I'll assume no reply means it is ok. Thanks... Customer Service Coordinating Council

Area Mental Health Nancy Cody

Community Support Services Darryl Crenshaw

Elections Kristin Mavromatis

Finance/Tax Collections Amira Barnett

GIS Paul Martin

Health Connie Mims (Carolinas Healthcare)

Stephen Newman

Human Resources Joel Riddle

Information Services & Technology Ricky Johnson

Internal Audit Kimberly Baker

Library Chris Bates

LUESA Kathleen Batey

Emily Burns

Manager's Office Blake Hart

Barbara Tillman

Bill Warren

Organizational Development Peggy Brown

Park & Recreation Greg Clemmer

Peter Cook

Sophia Hollingsworth

Felina Harris

Chris Hunter

Public Information Nicole Pennell

Real Estate Services Mark Hahn

Maxine Haith

Sheriffís Office Bruce McLaury

Social Services Trina Henderson

Theresa Moore

Brian Cox, eGovernment/Customer Service Mecklenburg County Manager's Office 600 East 4th Street Charlotte, NC 28202 704-336-2576 Brian.Cox@MecklenburgCountyNC.gov From: Cox, Brian Sent: Tuesday, March 03, 2009 4:52 PM To: Crockett, Grayce; Lowry, Stacy M.; Dickerson, Michael; Diorio, Dena R.; Olmsted, Kurt; Mabry, Earl; Peek, Chris; Pinkard, Jerry; Spears, Cornita; cbrown@plcmc.org; Saul, Cary; Garges, James R; Diehl, Daniel; Hahn, Mark; Granberry, David; Bailey, Daniel; Wilson, Mary Subject: Updated Customer Service Council Roster

Area Mental Health Nancy Cody

Community Support Services Darryl Crenshaw

Elections Kristin Mavromatis

Finance/Tax Collections Amira Barnett

GIS Paul Martin

Health Connie Mims (Carolinas Healthcare)

Stephen Newman

Human Resources Joel Riddle

Information Services & Technology Ricky Johnson

Internal Audit Kimberly Baker

Library Chris Bates

LUESA Kathleen Batey

Emily Burns

Manager's Office Blake Hart

Barbara Tillman

Bill Warren

Organizational Development Peggy Brown

Park & Recreation Greg Clemmer

Peter Cook

Sophia Hollingsworth

Felina Harris

Chris Hunter

Public Information Nicole Pennell

Real Estate Services Mark Hahn

Maxine Haith

Sheriffís Office Bruce McLaury

Social Services Trina Henderson

Theresa Moore

Brian Cox, eGovernment/Customer Service Mecklenburg County Manager's Office 600 East 4th Street Charlotte, NC 28202 704-336-2576 Brian.Cox@MecklenburgCountyNC.gov From: Herbert, Rebecca Sent: Friday, March 06, 2009 4:00 PM To: (kwbmontana@msn.com); Bethune, Marvin; James, Bill; Dumont Clarke; Commissioner George Dunlap (gdunlap@bellsouth.net); Commissioner Jennifer Roberts (mroberts5@carolina.rr.com); Leake, Vilma; Daniel Murrey; harold@attorneycogdell.com; ncooksey@bellsouth.net; Riddle, Joel; Thomas, Robert; Bailey, Daniel; 'Charles Brown'; Cobb, Bobby; Cox, Brian; Crockett, Grayce; Dickerson, Michael; Diehl, Daniel; Diorio, Dena R.; Garges, James R; Goldberg, Deborah Long; Granberry, David; Hahn, Mark; Hardy, Nyki; Herbert, Rebecca; Jackson, Janice; 'Joe Penner'; Johnson, Leslie; Jones, Harry L.; Lancaster, Michelle; Lowry, Stacy M.; Mabry, Earl; McGillicuddy, John; Peek, Chris; Pinkard, Jerry; Saul, Cary; Shields, Bobbie; Spears, Cornita; Sullivan, James; Tibbs, Timmothy M.; Wade, Tyrone C.; Wilson, Mary; Yi, Hyong Cc: ContentWebMaster Subject: Board Bulletin

Good afternoon. The County Manager's Board Bulletin for Friday, March 6 is attached for your review. Items in this week's bulletin include:

* Expected Medicaid Savings from Stimulus Package * Proposed NC Senate Bill Threatens More Harm to Counties * DSS and CMS Collaborating on Free and Reduced Lunch Eligibility

Have a great weekend. Rebecca J. Herbert, MPA Assistant to the County Manager (704) 336-2628 rebecca.herbert@mecklenburgcountync.gov From: Herbert, Rebecca Sent: Friday, March 06, 2009 4:00 PM To: (kwbmontana@msn.com); Bethune, Marvin; James, Bill; Dumont Clarke; Commissioner George Dunlap (gdunlap@bellsouth.net); Commissioner Jennifer Roberts (mroberts5@carolina.rr.com); Leake, Vilma; Daniel Murrey; harold@attorneycogdell.com; ncooksey@bellsouth.net; Riddle, Joel; Thomas, Robert; Bailey, Daniel; 'Charles Brown'; Cobb, Bobby; Cox, Brian; Crockett, Grayce; Dickerson, Michael; Diehl, Daniel; Diorio, Dena R.; Garges, James R; Goldberg, Deborah Long; Granberry, David; Hahn, Mark; Hardy, Nyki; Herbert, Rebecca; Jackson, Janice; 'Joe Penner'; Johnson, Leslie; Jones, Harry L.; Lancaster, Michelle; Lowry, Stacy M.; Mabry, Earl; McGillicuddy, John; Peek, Chris; Pinkard, Jerry; Saul, Cary; Shields, Bobbie; Spears, Cornita; Sullivan, James; Tibbs, Timmothy M.; Wade, Tyrone C.; Wilson, Mary; Yi, Hyong Cc: ContentWebMaster Subject: Board Bulletin

Good afternoon. The County Manager's Board Bulletin for Friday, March 6 is attached for your review. Items in this week's bulletin include:

* Expected Medicaid Savings from Stimulus Package * Proposed NC Senate Bill Threatens More Harm to Counties * DSS and CMS Collaborating on Free and Reduced Lunch Eligibility

Have a great weekend. Rebecca J. Herbert, MPA Assistant to the County Manager (704) 336-2628 rebecca.herbert@mecklenburgcountync.gov From: Leach, Shelley [szleach@pittcountync.gov] Sent: Tuesday, March 10, 2009 9:03 AM To: Diorio, Dena R. Subject: Credit Card Payments

Dena--

Pitt County is looking for other counties that accept credit cards for payment for services. We need to establish a policy so that we are in compliance with the Payment Card Industry Data Security Standard (PCI DSS).

If your county accepts credit /debit cards and you have a policy in place, will you forward it to me?

Shelley Leach Budget Administrator Pitt County Government 1717 W. 5th Street Greenville, NC 27834 (252) 902-3009 Office (252) 830-6380 Fax

From: Diorio, Dena R. Sent: Tuesday, March 10, 2009 9:06 AM To: 'Leach, Shelley' Subject: RE: Credit Card Payments

Hi Shelly - while we do accept credit cards for payment we do not have a written policy regarding this. Sorry - wish I could be more helpful

_____

From: Leach, Shelley [mailto:szleach@pittcountync.gov] Sent: Tuesday, March 10, 2009 9:03 AM To: Diorio, Dena R. Subject: Credit Card Payments

Dena--

If your county accepts credit /debit cards and you have a policy in place, will you forward it to me?

Shelley Leach Budget Administrator Pitt County Government 1717 W. 5th Street Greenville, NC 27834 (252) 902-3009 Office (252) 830-6380 Fax

From: Leach, Shelley [szleach@pittcountync.gov] Sent: Tuesday, March 10, 2009 9:10 AM To: Diorio, Dena R. Subject: RE: Credit Card Payments

Thanks anyway Dena.

Shelley Leach Budget Administrator Pitt County Government 1717 W. 5th Street Greenville, NC 27834 (252) 902-3009 Office (252) 830-6380 Fax

-----Original Message----- From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Tuesday, March 10, 2009 9:06 AM To: Leach, Shelley Subject: RE: Credit Card Payments

Hi Shelly - while we do accept credit cards for payment we do not have a written policy regarding this. Sorry - wish I could be more helpful

________________________________

From: Leach, Shelley [mailto:szleach@pittcountync.gov] Sent: Tuesday, March 10, 2009 9:03 AM To: Diorio, Dena R. Subject: Credit Card Payments

Dena--

If your county accepts credit /debit cards and you have a policy in place, will you forward it to me?

Shelley Leach Budget Administrator Pitt County Government 1717 W. 5th Street Greenville, NC 27834 (252) 902-3009 Office (252) 830-6380 Fax

From: Yi, Hyong Sent: Thursday, March 12, 2009 4:36 PM To: Jackson, Janice; Jones, Harry L.; Lancaster, Michelle; McGillicuddy, John; Shields, Bobbie Cc: Peek, Chris; Diorio, Dena R.; Allen, Monica R.; Bryant, Michael; Cox, Brian; Fulton, Marni; Harris, Rodney D.; Hart, Blake; Hickey, Carol C.; Johnson, Leslie; Leach, Faith P.; Leslie, Tameika; Scott, Kathy; Tillman, Barbara; Wesson, Delois; Yi, Hyong Subject: documents for the budget decision making

Executive team, We're still waiting on information from DSS regarding their reductions. At this point, Mary has a 9 am Friday deadline to supply us the information so we can incorporate it into the documents. We'll have the "book" and the "spreadsheet" ready for tomorrow and be around to instruct everyone on it's use. Hyong Hyong Yi Management and Budget Director Mecklenburg County, NC 600 E. 4th Street 11th Floor Charlotte, NC 28202 704-336-6945 tel. 704-336-5887 fax. Hyong.Yi@MecklenburgCountyNC.gov From: Yi, Hyong Sent: Thursday, March 12, 2009 4:36 PM To: Jackson, Janice; Jones, Harry L.; Lancaster, Michelle; McGillicuddy, John; Shields, Bobbie Cc: Peek, Chris; Diorio, Dena R.; Allen, Monica R.; Bryant, Michael; Cox, Brian; Fulton, Marni; Harris, Rodney D.; Hart, Blake; Hickey, Carol C.; Johnson, Leslie; Leach, Faith P.; Leslie, Tameika; Scott, Kathy; Tillman, Barbara; Wesson, Delois; Yi, Hyong Subject: documents for the budget decision making

Executive team, We're still waiting on information from DSS regarding their reductions. At this point, Mary has a 9 am Friday deadline to supply us the information so we can incorporate it into the documents. We'll have the "book" and the "spreadsheet" ready for tomorrow and be around to instruct everyone on it's use. Hyong Hyong Yi Management and Budget Director Mecklenburg County, NC 600 E. 4th Street 11th Floor Charlotte, NC 28202 704-336-6945 tel. 704-336-5887 fax. Hyong.Yi@MecklenburgCountyNC.gov From: Hickey, Carol C. Sent: Thursday, March 12, 2009 5:08 PM To: Yi, Hyong; Jackson, Janice; Jones, Harry L.; Lancaster, Michelle; McGillicuddy, John; Shields, Bobbie Cc: Peek, Chris; Diorio, Dena R.; Allen, Monica R.; Bryant, Michael; Cox, Brian; Fulton, Marni; Harris, Rodney D.; Hart, Blake; Johnson, Leslie; Leach, Faith P.; Leslie, Tameika; Scott, Kathy; Tillman, Barbara; Wesson, Delois Subject: RE: documents for the budget decision making

Hyong asked me to email and let you all know that we have a draft version of the FY10 reductions "book" on the BET Sharepoint site. As Hyong wrote, we will have the final version ready for you tomorrow. Link to BET site: http://newmeckweb/sites/CMO/SOI-Team/FY10Budget/default.aspx

_____

Executive team, We're still waiting on information from DSS regarding their reductions. At this point, Mary has a 9 am Friday deadline to supply us the information so we can incorporate it into the documents. We'll have the "book" and the "spreadsheet" ready for tomorrow and be around to instruct everyone on it's use. Hyong Hyong Yi Management and Budget Director Mecklenburg County, NC 600 E. 4th Street 11th Floor Charlotte, NC 28202 704-336-6945 tel. 704-336-5887 fax. Hyong.Yi@MecklenburgCountyNC.gov From: Hickey, Carol C. Sent: Thursday, March 12, 2009 5:08 PM To: Yi, Hyong; Jackson, Janice; Jones, Harry L.; Lancaster, Michelle; McGillicuddy, John; Shields, Bobbie Cc: Peek, Chris; Diorio, Dena R.; Allen, Monica R.; Bryant, Michael; Cox, Brian; Fulton, Marni; Harris, Rodney D.; Hart, Blake; Johnson, Leslie; Leach, Faith P.; Leslie, Tameika; Scott, Kathy; Tillman, Barbara; Wesson, Delois Subject: RE: documents for the budget decision making

_____

Executive team, We're still waiting on information from DSS regarding their reductions. At this point, Mary has a 9 am Friday deadline to supply us the information so we can incorporate it into the documents. We'll have the "book" and the "spreadsheet" ready for tomorrow and be around to instruct everyone on it's use. Hyong Hyong Yi Management and Budget Director Mecklenburg County, NC 600 E. 4th Street 11th Floor Charlotte, NC 28202 704-336-6945 tel. 704-336-5887 fax. Hyong.Yi@MecklenburgCountyNC.gov From: Wilson, Mary Sent: Thursday, March 12, 2009 7:59 PM To: Johnson, Amy Cc: Diorio, Dena R.; Thomas, Robert; Brito, Teresa S.; Spears, Cornita Subject: Gift Cards from DSS

Amy, Please advise Teresa and Bob of the amount of the gift cards you recovered today. Dena, I understand these were turned into you for safe keeping. They are part of an investigation and may need to be catalogued by Cornita.

Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: Wilson, Mary Sent: Thursday, March 12, 2009 7:59 PM To: Johnson, Amy Cc: Diorio, Dena R.; Thomas, Robert; Brito, Teresa S.; Spears, Cornita Subject: Gift Cards from DSS

Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: Childrens And Youth Funding Report [offers@cdpublications.com] Sent: Friday, March 13, 2009 9:36 AM To: Crockett, Grayce Subject: Last Chance For Free Grant Directory For Children And Youth Services

Offer for Free Grant Directory for Children & Youth Services Ends Monday! Dear Nonprofit Professional, President Obamaís new stimulus plan and proposed budget include billions of dollars in new funding for education, job training, juvenile justice and for transforming the entire social service system! Until Monday, CD Publications is offering a Special Introductory Rate for Children & Youth Funding Report, our online, interactive news service covering a wide range of public, private funding opportunities for youth services. Plus, as a BONUS, we are giving our readers a free copy of our 2008 DIRECTORY OF GRANTS FOR CHILDREN & YOUTH SERVICES, where you'll discover over 130 freshly-researched foundation grants for a wide range of critically needed local services! This interactive PDF directory is an $89 value! It focuses on donors with higher funding levels and broader geographic eligibility -- such as a national/regional or state focus! Track Children & Youth Funding Easier Than Ever We believe the Obama administration is about to make a full-court press to implement thousands of new funding opportunities for youth services and faith-based nonprofits! Our Washington, DC-based editors of Children & Youth Funding Report provide the latest news and funding opportunities as they occur ñ both federal and private -- for education, child welfare, youth crime, juvenile justice, mental health, substance abuse, healthcare ñ and disability services. Plus You Get: * The latest valuable advice from public & private officials on how to prepare winning proposals. * The latest case studies of successful fundraising activities. * Analysis of proposed and passed funding legislation and how it will affect your nonprofit. These are just some of the reasons you should take advantage of our Special Introductory Rate for Children & Youth Funding Report, at less than $5 a week. Remember, as a special bonus, we are including a free copy of our Directory of Grants for Children & Youth Services, an $89 value! However, you must take advantage of this offer no later than Monday, March, 16! Donít miss this opportunity. Act now! Just click on this link. Or call us toll free at 1-800-666-6380. If you prefer, just send a check along with this email to CD Publications, 8204 Fenton Street, Silver Spring, Md. 20910. We will be happy to process your order! To Unsubscribe, please click here .

From: Yi, Hyong Sent: Friday, March 13, 2009 4:35 PM To: Peek, Chris; Diorio, Dena R.; Jackson, Janice; Jones, Harry L.; Lancaster, Michelle; McGillicuddy, John; Shields, Bobbie Cc: Reeves, Wanda; Murchison, Gail; Allen, Monica R.; Bryant, Michael; Cox, Brian; Fulton, Marni; Harris, Rodney D.; Hart, Blake; Hickey, Carol C.; Johnson, Leslie; Leach, Faith P.; Leslie, Tameika; Scott, Kathy; Tillman, Barbara; Wesson, Delois; Yi, Hyong Subject: Budget Scenario Worksheet and Write Up

BET, Below is the link to the Sharepoint site which has the final version of the following: 1. Narrative document detailing the reductions and the service impacts. It's worth noting that a few departments (DSS and MEDIC) did not submit final documents to us for inclusion at the time we finished this document. I don't have a story for DSS, but MEDIC needed to work through their governing boards and they are scheduled to do it next week. We'll provide an update as soon as we can. 2. Spreadsheet - this document captures all the enterprise and departmental reduction options. It's set up such that selecting an option will automatically impact the bottom line gap so you can revel in the instant gratification provided by how we set it up. In addition, as background information, attached are three documents. One is a summary of organizational experiences and research we have found that provides some insight into how large a salary reduction employees can handle and what the tipping point is. The other two are articles on the subject. These are not intended to bias you one way or the other, but to provide information. Please contact me or Michael Bryant if you have any questions regarding how to use these documents to develop your individual budget recommendation. Please submit your budget to me by 12 noon on Tuesday. http://newmeckweb/sites/CMO/SOI-Team/FY10Budget/default.aspx I also want to acknowledge the hard work of SOI analysts in getting us to this point. There were a lot of late nights to get the documents you're seeing completed to a high standard, but within the short timeframe that we had. In addition, we're innovating using sharepoint, hyperlinks, etc. to try to make for a more useful product. Thanks and have a nice weekend. Hyong Hyong Yi Management and Budget Director Mecklenburg County, NC 600 E. 4th Street 11th Floor Charlotte, NC 28202 704-336-6945 tel. 704-336-5887 fax. Hyong.Yi@MecklenburgCountyNC.gov From: Yi, Hyong Sent: Friday, March 13, 2009 4:35 PM To: Peek, Chris; Diorio, Dena R.; Jackson, Janice; Jones, Harry L.; Lancaster, Michelle; McGillicuddy, John; Shields, Bobbie Cc: Reeves, Wanda; Murchison, Gail; Allen, Monica R.; Bryant, Michael; Cox, Brian; Fulton, Marni; Harris, Rodney D.; Hart, Blake; Hickey, Carol C.; Johnson, Leslie; Leach, Faith P.; Leslie, Tameika; Scott, Kathy; Tillman, Barbara; Wesson, Delois; Yi, Hyong Subject: Budget Scenario Worksheet and Write Up

BET, Below is the link to the Sharepoint site which has the final version of the following: 1. Narrative document detailing the reductions and the service impacts. It's worth noting that a few departments (DSS and MEDIC) did not submit final documents to us for inclusion at the time we finished this document. I don't have a story for DSS, but MEDIC needed to work through their governing boards and they are scheduled to do it next week. We'll provide an update as soon as we can. 2. Spreadsheet - this document captures all the enterprise and departmental reduction options. It's set up such that selecting an option will automatically impact the bottom line gap so you can revel in the instant gratification provided by how we set it up. In addition, as background information, attached are three documents. One is a summary of organizational experiences and research we have found that provides some insight into how large a salary reduction employees can handle and what the tipping point is. The other two are articles on the subject. These are not intended to bias you one way or the other, but to provide information. Please contact me or Michael Bryant if you have any questions regarding how to use these documents to develop your individual budget recommendation. Please submit your budget to me by 12 noon on Tuesday. http://newmeckweb/sites/CMO/SOI-Team/FY10Budget/default.aspx I also want to acknowledge the hard work of SOI analysts in getting us to this point. There were a lot of late nights to get the documents you're seeing completed to a high standard, but within the short timeframe that we had. In addition, we're innovating using sharepoint, hyperlinks, etc. to try to make for a more useful product. Thanks and have a nice weekend. Hyong Hyong Yi Management and Budget Director Mecklenburg County, NC 600 E. 4th Street 11th Floor Charlotte, NC 28202 704-336-6945 tel. 704-336-5887 fax. Hyong.Yi@MecklenburgCountyNC.gov From: Hickey, Carol C. Sent: Sunday, March 15, 2009 9:38 AM To: Yi, Hyong; Peek, Chris; Diorio, Dena R.; Jackson, Janice; Jones, Harry L.; Lancaster, Michelle; McGillicuddy, John; Shields, Bobbie Cc: Reeves, Wanda; Murchison, Gail; Yi, Hyong; Bryant, Michael; Cox, Brian; Johnson, Leslie Subject: Attached documents - Budget Scenario Worksheet and Write Up

Good morning, Attached are the Scenario Planning worksheet and the Word document Reduction Scenarios by Service. We are working to resolve the issues that have arisen concerning remote access to Sharepoint. In the meantime, these documents should allow you get started. The only difference to note is that the hyperlinks between the Excel and Word documents may not work, since the documents were not opened from Sharepoint. If you have any questions or further difficulties, please let us know. Thank you, Carol C. Hickey Management Analyst Mecklenburg County Manager's Office 600 East Fourth Street - 11th Floor Charlotte, NC 28202 (704) 432-0468 carol.hickey@mecklenburgcountync.gov

_____

BET, Below is the link to the Sharepoint site which has the final version of the following: 1. Narrative document detailing the reductions and the service impacts. It's worth noting that a few departments (DSS and MEDIC) did not submit final documents to us for inclusion at the time we finished this document. I don't have a story for DSS, but MEDIC needed to work through their governing boards and they are scheduled to do it next week. We'll provide an update as soon as we can. 2. Spreadsheet - this document captures all the enterprise and departmental reduction options. It's set up such that selecting an option will automatically impact the bottom line gap so you can revel in the instant gratification provided by how we set it up. In addition, as background information, attached are three documents. One is a summary of organizational experiences and research we have found that provides some insight into how large a salary reduction employees can handle and what the tipping point is. The other two are articles on the subject. These are not intended to bias you one way or the other, but to provide information. Please contact me or Michael Bryant if you have any questions regarding how to use these documents to develop your individual budget recommendation. Please submit your budget to me by 12 noon on Tuesday. http://newmeckweb/sites/CMO/SOI-Team/FY10Budget/default.aspx I also want to acknowledge the hard work of SOI analysts in getting us to this point. There were a lot of late nights to get the documents you're seeing completed to a high standard, but within the short timeframe that we had. In addition, we're innovating using sharepoint, hyperlinks, etc. to try to make for a more useful product. Thanks and have a nice weekend. Hyong Hyong Yi Management and Budget Director Mecklenburg County, NC 600 E. 4th Street 11th Floor Charlotte, NC 28202 704-336-6945 tel. 704-336-5887 fax. Hyong.Yi@MecklenburgCountyNC.gov From: Hickey, Carol C. Sent: Sunday, March 15, 2009 9:38 AM To: Yi, Hyong; Peek, Chris; Diorio, Dena R.; Jackson, Janice; Jones, Harry L.; Lancaster, Michelle; McGillicuddy, John; Shields, Bobbie Cc: Reeves, Wanda; Murchison, Gail; Yi, Hyong; Bryant, Michael; Cox, Brian; Johnson, Leslie Subject: Attached documents - Budget Scenario Worksheet and Write Up

_____

BET, Below is the link to the Sharepoint site which has the final version of the following: 1. Narrative document detailing the reductions and the service impacts. It's worth noting that a few departments (DSS and MEDIC) did not submit final documents to us for inclusion at the time we finished this document. I don't have a story for DSS, but MEDIC needed to work through their governing boards and they are scheduled to do it next week. We'll provide an update as soon as we can. 2. Spreadsheet - this document captures all the enterprise and departmental reduction options. It's set up such that selecting an option will automatically impact the bottom line gap so you can revel in the instant gratification provided by how we set it up. In addition, as background information, attached are three documents. One is a summary of organizational experiences and research we have found that provides some insight into how large a salary reduction employees can handle and what the tipping point is. The other two are articles on the subject. These are not intended to bias you one way or the other, but to provide information. Please contact me or Michael Bryant if you have any questions regarding how to use these documents to develop your individual budget recommendation. Please submit your budget to me by 12 noon on Tuesday. http://newmeckweb/sites/CMO/SOI-Team/FY10Budget/default.aspx I also want to acknowledge the hard work of SOI analysts in getting us to this point. There were a lot of late nights to get the documents you're seeing completed to a high standard, but within the short timeframe that we had. In addition, we're innovating using sharepoint, hyperlinks, etc. to try to make for a more useful product. Thanks and have a nice weekend. Hyong Hyong Yi Management and Budget Director Mecklenburg County, NC 600 E. 4th Street 11th Floor Charlotte, NC 28202 704-336-6945 tel. 704-336-5887 fax. Hyong.Yi@MecklenburgCountyNC.gov From: Local Government Update [americancityandcounty@pbinews.com] Sent: Monday, March 16, 2009 4:02 PM To: Diorio, Dena R. Subject: ARRA-funded justice grants available

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Join the International Economic Development Council in Raleigh, NC, June 1-4. Themed Future Knowledge Ecosystems: The opportunity for science and technology parks, places, and partners, this event will serve as our technology-led conference. Remember to use organization code ìIEDCî when registering! NASCIO report explores data governance Good data governance is the key to good government for people, according to a new report from the Washington-based National Association of State Chief Information Officers (NASCIO). Part of a series on enterprise IT governance and data governance, ìData Governance Part II: Maturity Models ó A Path to Progressî focuses on the use of models to measure a data governing systemís maturity. Read the entire article here .

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NACo webinars focus on ëLeading in Tough Timesí The Washington-based National Association of Counties (NACo) will hold a series of webinars aimed at helping county officials weather the recession. The ìLeading in Tough Timesî webinars will cover various topics, from the American Recovery and Reinvestment Act to providing social services. Read the entire article here .

Arkansas joins other states repealing ëBlue Lawsí Arkansas has joined 36 other states that have repealed ìBlue Lawsî that prohibit Sunday liquor sales, according to the Washington-based Distilled Spirits Council (DSC). The billís sponsor, state Sen. Robert Thompson, says the legislationís purpose is to increase state revenue. Read the entire article here .

Weekly Snapshot winner This weekís winner is a photo of Paramount, Calif.'s recently re-opened Dills Park.

To view this week's snapshot, visit americancityandcounty.com/weeklysnapshot/ .

Each Friday, a photograph depicting a local scene will be selected to appear on www.americancityandcounty.com . The photographs should be by city or county employees or of city and county public activities. At the end of the month, one photo will be selected to print in American City & County magazine. To submit a photo, simply send an e-mail to lindsay.isaacs@penton.com. Attach the digital photo in jpeg format with a 300 dpi resolution, 5X7 inches. Include a description of where the picture was taken, when and the photographer's name. You will be notified by e-mail if your photograph is chosen to appear on the Web and in print.

Career Opportunities

ENVIRONMENTAL SPECIALIST ó Branson, Mo.

Upcoming Events

March 19-21 Mid-America Trucking Show Louisville, Ky. www.truckingshow.com

March 22-26 NACE Corrosion Conference & Expo Atlanta www.nace.org/c2009

March 23-26 Social Media For Government: How To Engage Your Employees And Citizens By Using The Latest Web 2.0 Technologies To Drive Communication Results Washington www.aliconferences.com

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Copyright 2007, Penton Media. All rights reserved. This article is protected by United States copyright and other intellectual property laws and may not be reproduced, rewritten, distributed, re-disseminated, transmitted, displayed, published or broadcast, directly or indirectly, in any medium without the prior written permission of Penton Media. From: Paige, Janice Sent: Monday, March 16, 2009 6:48 PM To: agenda; Lancaster, Michelle; Murchison, Gail; Diorio, Dena R. Subject: FW: Revisions to DSS' Agenda items for March 17

Importance: High

FYI See below Janice S. Paige Clerk to the Board Janice.Paige@mecklenburgcountync. gov 704-336-2659 Fax: 704-336-5887

_____

From: Foxx, Samara Sent: Monday, March 16, 2009 5:10 PM To: Spears, Tonette Cc: Paige, Janice Subject: RE: Revisions to DSS' Agenda items for March 17

Hi Tonette, I have just received word that DSS would like to pull the Juvenile Justice and Child Welfare Integration Grant off of tonight's BOCC agenda (Item #22). Thank you, Samara Samara Foxx, Esq. Director, Business Affairs Division Department of Social Services 301 Billingsley Rd. Charlotte, NC 28211 Office: 704-353-0688 Fax: 704-336-3361

_____

From: Spears, Tonette Sent: Wednesday, March 11, 2009 10:38 AM To: Foxx, Samara Subject: Revisions to DSS' Agenda items for March 17

FYI

Please note revisions (highlighted in yellow) from Finance on the attached two (2) RFBA's submitted by DSS.

Let me know if you have questions.

Tonette F. Spears, Deputy Clerk Mecklenburg County Board of Commissioners 704.336.2664 (phone) 704.336.5887 (fax) From: Murchison, Gail Sent: Tuesday, March 17, 2009 2:39 PM To: Bailey, Carolyn Cc: Diorio, Dena R. Subject: FW: Multi Function Machine site surveys

Carolyn, FYI. Karl tagged this to me, but I think it is more in your area. Gail

_____

From: Beil, Karl Sent: Tuesday, March 17, 2009 10:21 AM To: Baker, Dwayne; Beil, Karl; Brown, Allan; Bruzzese, Ronald; Carter, Becky; Cayax, Lynda; Cochrane, James; Foxx, Samara; Gilbert, Cynthia; Grier, Reginald; Hardy, Nyki; King, Charles; Lueck, Julie; Maner, Jeff; Morrill, Dan; Murchison, Gail; Nesbitt, Erica; Price, Rhonda; Shoff, Debbie; Skinner, Laura; Spears, Cornita; Taylor, Drew; Teresa Womble (teresaw@medic911.com); Tillery, Marlene; Uzzell, Susan; Workman, Kai; Youngblood, Sandra; Pressley, Debbie Cc: Legassie, David; 'Waybright, Jason' Subject: Multi Function Machine site surveys

Hi all, Currently IST is in negotiations with Ikon for a new, much better and more flexible MFM contract. To prepare for the new contract (I am assuming the negotiations will go well), Ikon would like to do a site survey for each County Department that currently has an Ikon machine. The site survey is intended to help Ikon determine what you needs are so they can determine what model machine will rep[lace what you currently have. Over the next week, David Legassie of Ikon will contact each of you to schedule the site survey. Here is what I have for departmental contacts. If any are incorrect, please let me know ASAP. AMH - James Cochran Audit - Cornita Spears CSS - Marlene Tillery DSS - Samara Foxx and Lynda Cayax Elections - Drew Taylor Medic - Teresa Womble Finance - Gail Murchison GIS - Ron Bruzzese Historic Land Commission - Dan Morrill Health Dept. - Susan Uzzell (all parts of HLT unless you specify otherwise) HR - Rhonda Price IST - Karl Beil and Erica Nesbit LUESA - Debbie Shoff (all of LUESA unless you specify otherwise) Medical Examiner - Debbie Pressley Manager's Office - Nykie Hardy Park & Rec. - Charles King Reg of Deeds - Allan Brown Real Estate Services - Julie Lueck and Sandra Youngblood MCSO - Cynthia Gilbert and Jeff Maner SJS - for the DA Kai Workman and Laura Skinner; for Not the DA Reggie Grier and Erica Adams (don't have an email address) Tax - Dwayne Baker Thank you, Karl Beil Mecklenburg County Information Services & Technology Purchasing & Contracts Manager O: 704-336-3787 Karl.Beil@MecklenburgCountyNC.gov From: Murchison, Gail Sent: Tuesday, March 17, 2009 2:39 PM To: Bailey, Carolyn Cc: Diorio, Dena R. Subject: FW: Multi Function Machine site surveys

Carolyn, FYI. Karl tagged this to me, but I think it is more in your area. Gail

_____

Hi all, Currently IST is in negotiations with Ikon for a new, much better and more flexible MFM contract. To prepare for the new contract (I am assuming the negotiations will go well), Ikon would like to do a site survey for each County Department that currently has an Ikon machine. The site survey is intended to help Ikon determine what you needs are so they can determine what model machine will rep[lace what you currently have. Over the next week, David Legassie of Ikon will contact each of you to schedule the site survey. Here is what I have for departmental contacts. If any are incorrect, please let me know ASAP. AMH - James Cochran Audit - Cornita Spears CSS - Marlene Tillery DSS - Samara Foxx and Lynda Cayax Elections - Drew Taylor Medic - Teresa Womble Finance - Gail Murchison GIS - Ron Bruzzese Historic Land Commission - Dan Morrill Health Dept. - Susan Uzzell (all parts of HLT unless you specify otherwise) HR - Rhonda Price IST - Karl Beil and Erica Nesbit LUESA - Debbie Shoff (all of LUESA unless you specify otherwise) Medical Examiner - Debbie Pressley Manager's Office - Nykie Hardy Park & Rec. - Charles King Reg of Deeds - Allan Brown Real Estate Services - Julie Lueck and Sandra Youngblood MCSO - Cynthia Gilbert and Jeff Maner SJS - for the DA Kai Workman and Laura Skinner; for Not the DA Reggie Grier and Erica Adams (don't have an email address) Tax - Dwayne Baker Thank you, Karl Beil Mecklenburg County Information Services & Technology Purchasing & Contracts Manager O: 704-336-3787 Karl.Beil@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Tuesday, March 17, 2009 8:36 PM To: Murchison, Gail; Bailey, Carolyn Subject: RE: Multi Function Machine site surveys

Carolyn - think big

_____

From: Murchison, Gail Sent: Tue 3/17/2009 2:39 PM To: Bailey, Carolyn Cc: Diorio, Dena R. Subject: FW: Multi Function Machine site surveys

Carolyn, FYI. Karl tagged this to me, but I think it is more in your area. Gail

_____

Hi all, Currently IST is in negotiations with Ikon for a new, much better and more flexible MFM contract. To prepare for the new contract (I am assuming the negotiations will go well), Ikon would like to do a site survey for each County Department that currently has an Ikon machine. The site survey is intended to help Ikon determine what you needs are so they can determine what model machine will rep[lace what you currently have. Over the next week, David Legassie of Ikon will contact each of you to schedule the site survey. Here is what I have for departmental contacts. If any are incorrect, please let me know ASAP. AMH - James Cochran Audit - Cornita Spears CSS - Marlene Tillery DSS - Samara Foxx and Lynda Cayax Elections - Drew Taylor Medic - Teresa Womble Finance - Gail Murchison GIS - Ron Bruzzese Historic Land Commission - Dan Morrill Health Dept. - Susan Uzzell (all parts of HLT unless you specify otherwise) HR - Rhonda Price IST - Karl Beil and Erica Nesbit LUESA - Debbie Shoff (all of LUESA unless you specify otherwise) Medical Examiner - Debbie Pressley Manager's Office - Nykie Hardy Park & Rec. - Charles King Reg of Deeds - Allan Brown Real Estate Services - Julie Lueck and Sandra Youngblood MCSO - Cynthia Gilbert and Jeff Maner SJS - for the DA Kai Workman and Laura Skinner; for Not the DA Reggie Grier and Erica Adams (don't have an email address) Tax - Dwayne Baker Thank you, Karl Beil Mecklenburg County Information Services & Technology Purchasing & Contracts Manager O: 704-336-3787 Karl.Beil@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Tuesday, March 17, 2009 8:36 PM To: Murchison, Gail; Bailey, Carolyn Subject: RE: Multi Function Machine site surveys

Carolyn - think big

_____

From: Murchison, Gail Sent: Tue 3/17/2009 2:39 PM To: Bailey, Carolyn Cc: Diorio, Dena R. Subject: FW: Multi Function Machine site surveys

Carolyn, FYI. Karl tagged this to me, but I think it is more in your area. Gail

_____

Hi all, Currently IST is in negotiations with Ikon for a new, much better and more flexible MFM contract. To prepare for the new contract (I am assuming the negotiations will go well), Ikon would like to do a site survey for each County Department that currently has an Ikon machine. The site survey is intended to help Ikon determine what you needs are so they can determine what model machine will rep[lace what you currently have. Over the next week, David Legassie of Ikon will contact each of you to schedule the site survey. Here is what I have for departmental contacts. If any are incorrect, please let me know ASAP. AMH - James Cochran Audit - Cornita Spears CSS - Marlene Tillery DSS - Samara Foxx and Lynda Cayax Elections - Drew Taylor Medic - Teresa Womble Finance - Gail Murchison GIS - Ron Bruzzese Historic Land Commission - Dan Morrill Health Dept. - Susan Uzzell (all parts of HLT unless you specify otherwise) HR - Rhonda Price IST - Karl Beil and Erica Nesbit LUESA - Debbie Shoff (all of LUESA unless you specify otherwise) Medical Examiner - Debbie Pressley Manager's Office - Nykie Hardy Park & Rec. - Charles King Reg of Deeds - Allan Brown Real Estate Services - Julie Lueck and Sandra Youngblood MCSO - Cynthia Gilbert and Jeff Maner SJS - for the DA Kai Workman and Laura Skinner; for Not the DA Reggie Grier and Erica Adams (don't have an email address) Tax - Dwayne Baker Thank you, Karl Beil Mecklenburg County Information Services & Technology Purchasing & Contracts Manager O: 704-336-3787 Karl.Beil@MecklenburgCountyNC.gov From: cindy.buxton1@wachovia.com Sent: Wednesday, March 18, 2009 12:14 PM To: Diorio, Dena R. Subject: DSS signature card

Dena, I will need the original mailed to me; however, you can fax me a copy at 704-383-8697. Do I need to put a restriction on debits from this account? Please let me know if there is anything else I need to do.

Cindy Buxton Senior Relationship Specialist Government & Institutional Banking Healthcare Financial Services Group ph. 704-715-3883 fax 704-383-8697 cindy.buxton@wachovia.com

This email and any files transmitted with it may contain PRIVILEGED or CONFIDENTIAL information and may be read or used only by the intended recipient. If you are not the intended recipient of the email or any of its attachments, please be advised that you have received this email in error and that any use, dissemination, distribution, forwarding, printing, or copying of this email or any attached files is strictly prohibited. If you have received this email in error, please immediately purge it and all attachments and notify the sender by reply email or contact the sender at the number listed. From: Wilson, Mary Sent: Wednesday, March 18, 2009 2:10 PM To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Subject: RE: Giving Tree Checks

Cornita, Thanks for this clarification. This is the first that I've heard these checks were issued by DSS Finance. That's a problem. Please send me your operational flow documentation. Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Wilson, Mary Sent: Wednesday, March 18, 2009 2:10 PM To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Allen, Monica R. Sent: Wednesday, March 18, 2009 2:13 PM To: Bruck, Paul; Carver, Keri A.; Dickerson, Michael; Dickey, Michael; Diorio, Dena R.; Elliott, Dustin R.; Lipscomb, Germaine; Messina, Mauro T.; Petro, Herb; Pressley, Debbie; Riddle, Joel; 'lleovic@plcmc.org'; Voignier, Clayton Subject: FW: Employee Climate Survey Info for Internal Consultants

Importance: High

Just a quick reminder to please let me know by the end of the day whether or not you will need an Internet cafe set up at your department locations. I will especially need to know from the Sheriff's Office, Park and Recreation, DSS, and the Library since these are the larger departments. Thank you, Monica

_____

From: Allen, Monica R. Sent: Monday, March 16, 2009 1:17 PM To: Belton, Rene; Brown, Allan; Bruck, Paul; Buchanan, Beverly; Burns, Emily A.; Carter, Becky; Carver, Keri A.; Dawkins, Kim; Dickerson, Michael; Dickey, Michael; Diorio, Dena R.; Dorrell, Lori; Elliott, Dustin R.; Fair, Andrew; Garris, Karla; Hahn, Mark; Ireland, Jessica; Lipman, Helen; Lipscomb, Germaine; McNeil, Ruth; Messina, Mauro T.; Nesbitt, Erica; Newman, Stephen; Pacetti, Dick; Petro, Herb; Pressley, Debbie; Privuznak, Jamie L.; Riddle, Joel; Rudisill, Nancy C.; 'Towery, Lydia'; Voignier, Clayton; Waddell, Christopher; White, Marie; Williams, Carol Hill; Williams, Toya S.; Wilson, Billy A.; Young, Gail; Youngblood, Sandra; Payne, Janet E. Subject: Employee Climate Survey Info for Internal Consultants

All:

During last week's Internal Consultant meeting, SOI went over the methodology for the next Employee Climate Survey. The survey will be conducted via a web-based data collection program from April 20 through May 4. Because of the new method and to ease employees concerns, SOI plans to set up several Internet cafes at department locations where most employees do not have access to computers. Employees will be able to take the survey one of three ways: (1) via their desktop, (2) through a link, which can be accessed externally at home, or (3) at one of the Internet cafes. To help us streamline the process, SOI is asking each Internal Consultant let us know if there is a need for us to set up an Internet cafe either in a computer room or in a room where we will have laptops to access the survey.

Please let us know your needs, if any, and the days that will work best for us to come to you. We are looking to be at department sites approximately 4-5 hours during the two week period. Some departments like IST may not have a need because the majority of their employees have access to computers, while other departments like Park and Recreation and LUESA will have a need for SOI to set up Internet cafes. For smaller departments, there may be a need for only one day, but for larger, there may be a need for more than one day.

Please send your needs and requests to me no later than Wednesday, March 18. The Internet cafes will be held from April 20 through May 4 for your specified block of time. Once we get all requests in, SOI will schedule the rooms and locations accordingly. Also, please let us know if you have a room for us to use at your site and/or if you have a computer room we can use for the 4-5 hour period.

For departments who have employees enter their time via computer, you might want to think about those employees also taking the survey during the same time they enter their information

For those of you who missed the Internal Consultant meeting last week, Tameika Leslie will send meeting minutes providing an overview the new method.

Additionally, if you have questions, please do not hesitate to contact me.

Thanks, Monica Monica R. Allen Management Analyst Mecklenburg County Manager's Office Strategic Organizational Improvement 600 E. 4th St., 11 Floor Charlotte, NC 28202 P: 704-336-2283 C: 704-962-5788 F: 704-336-5887 Mail: Monica.Allen@MecklenburgCountyNC.gov

ìBe the change you want to see in the world.î

~ Mahatma Ghandi

From: Allen, Monica R. Sent: Wednesday, March 18, 2009 2:13 PM To: Bruck, Paul; Carver, Keri A.; Dickerson, Michael; Dickey, Michael; Diorio, Dena R.; Elliott, Dustin R.; Lipscomb, Germaine; Messina, Mauro T.; Petro, Herb; Pressley, Debbie; Riddle, Joel; 'lleovic@plcmc.org'; Voignier, Clayton Subject: FW: Employee Climate Survey Info for Internal Consultants

Importance: High

_____

All:

For departments who have employees enter their time via computer, you might want to think about those employees also taking the survey during the same time they enter their information

For those of you who missed the Internal Consultant meeting last week, Tameika Leslie will send meeting minutes providing an overview the new method.

Additionally, if you have questions, please do not hesitate to contact me.

ìBe the change you want to see in the world.î

~ Mahatma Ghandi

From: Bailey, Carolyn Sent: Wednesday, March 18, 2009 3:29 PM To: Diorio, Dena R. Subject: RE: Multi Function Machine site surveys

Will do. Thanks!

_____

From: Diorio, Dena R. Sent: Tuesday, March 17, 2009 8:36 PM To: Murchison, Gail; Bailey, Carolyn Subject: RE: Multi Function Machine site surveys

Carolyn - think big

_____

From: Murchison, Gail Sent: Tue 3/17/2009 2:39 PM To: Bailey, Carolyn Cc: Diorio, Dena R. Subject: FW: Multi Function Machine site surveys

Carolyn, FYI. Karl tagged this to me, but I think it is more in your area. Gail

_____

Hi all, Currently IST is in negotiations with Ikon for a new, much better and more flexible MFM contract. To prepare for the new contract (I am assuming the negotiations will go well), Ikon would like to do a site survey for each County Department that currently has an Ikon machine. The site survey is intended to help Ikon determine what you needs are so they can determine what model machine will rep[lace what you currently have. Over the next week, David Legassie of Ikon will contact each of you to schedule the site survey. Here is what I have for departmental contacts. If any are incorrect, please let me know ASAP. AMH - James Cochran Audit - Cornita Spears CSS - Marlene Tillery DSS - Samara Foxx and Lynda Cayax Elections - Drew Taylor Medic - Teresa Womble Finance - Gail Murchison GIS - Ron Bruzzese Historic Land Commission - Dan Morrill Health Dept. - Susan Uzzell (all parts of HLT unless you specify otherwise) HR - Rhonda Price IST - Karl Beil and Erica Nesbit LUESA - Debbie Shoff (all of LUESA unless you specify otherwise) Medical Examiner - Debbie Pressley Manager's Office - Nykie Hardy Park & Rec. - Charles King Reg of Deeds - Allan Brown Real Estate Services - Julie Lueck and Sandra Youngblood MCSO - Cynthia Gilbert and Jeff Maner SJS - for the DA Kai Workman and Laura Skinner; for Not the DA Reggie Grier and Erica Adams (don't have an email address) Tax - Dwayne Baker Thank you, Karl Beil Mecklenburg County Information Services & Technology Purchasing & Contracts Manager O: 704-336-3787 Karl.Beil@MecklenburgCountyNC.gov From: Bailey, Carolyn Sent: Wednesday, March 18, 2009 3:29 PM To: Diorio, Dena R. Subject: RE: Multi Function Machine site surveys

Will do. Thanks!

_____

From: Diorio, Dena R. Sent: Tuesday, March 17, 2009 8:36 PM To: Murchison, Gail; Bailey, Carolyn Subject: RE: Multi Function Machine site surveys

Carolyn - think big

_____

From: Murchison, Gail Sent: Tue 3/17/2009 2:39 PM To: Bailey, Carolyn Cc: Diorio, Dena R. Subject: FW: Multi Function Machine site surveys

Carolyn, FYI. Karl tagged this to me, but I think it is more in your area. Gail

_____

Hi all, Currently IST is in negotiations with Ikon for a new, much better and more flexible MFM contract. To prepare for the new contract (I am assuming the negotiations will go well), Ikon would like to do a site survey for each County Department that currently has an Ikon machine. The site survey is intended to help Ikon determine what you needs are so they can determine what model machine will rep[lace what you currently have. Over the next week, David Legassie of Ikon will contact each of you to schedule the site survey. Here is what I have for departmental contacts. If any are incorrect, please let me know ASAP. AMH - James Cochran Audit - Cornita Spears CSS - Marlene Tillery DSS - Samara Foxx and Lynda Cayax Elections - Drew Taylor Medic - Teresa Womble Finance - Gail Murchison GIS - Ron Bruzzese Historic Land Commission - Dan Morrill Health Dept. - Susan Uzzell (all parts of HLT unless you specify otherwise) HR - Rhonda Price IST - Karl Beil and Erica Nesbit LUESA - Debbie Shoff (all of LUESA unless you specify otherwise) Medical Examiner - Debbie Pressley Manager's Office - Nykie Hardy Park & Rec. - Charles King Reg of Deeds - Allan Brown Real Estate Services - Julie Lueck and Sandra Youngblood MCSO - Cynthia Gilbert and Jeff Maner SJS - for the DA Kai Workman and Laura Skinner; for Not the DA Reggie Grier and Erica Adams (don't have an email address) Tax - Dwayne Baker Thank you, Karl Beil Mecklenburg County Information Services & Technology Purchasing & Contracts Manager O: 704-336-3787 Karl.Beil@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Wilson, Mary Sent: Wednesday, March 18, 2009 5:27 PM To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: RE: Giving Tree Checks

I agree. This is a very disturbing discovery that these were not caught in the DSS Finance Dept. I was under the impression that they were just part of a couple of thousand or more being processed at the County level. We may need to look at all DSS processes for issuing checks. I have a new Director of Financial Management coming on board next Wed. Mar. 25th so let's get together with her to develop and implement a new process. There are no checks being issued at this time other than Good Friends checks directly to service providers for the benefit of a customer and Darrell is approving all of these. Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Wilson, Mary Sent: Wednesday, March 18, 2009 5:27 PM To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:29 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Sounds good - thanks

_____

From: Wilson, Mary To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Sent: Wed Mar 18 17:27:20 2009 Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:29 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Sounds good - thanks

_____

From: Wilson, Mary To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Sent: Wed Mar 18 17:27:20 2009 Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Spears, Cornita Sent: Wednesday, March 18, 2009 5:44 PM To: Diorio, Dena R.; Wilson, Mary; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle; Waddell, Christopher Subject: RE: Giving Tree Checks

Importance: High

Dena, I still suggest that you speak with Amy Johnson to discuss the types of checks being generated by DSS, the purpose, and the volume of checks that County Finance will be undertaking. Include Awilda Brooks in the conversation. Chris Waddell has some institutional memory on all of this that may be useful to you....call him tomorrow.

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:29 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Sounds good - thanks

_____

From: Wilson, Mary To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Sent: Wed Mar 18 17:27:20 2009 Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Spears, Cornita Sent: Wednesday, March 18, 2009 5:44 PM To: Diorio, Dena R.; Wilson, Mary; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle; Waddell, Christopher Subject: RE: Giving Tree Checks

Importance: High

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:29 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Sounds good - thanks

_____

From: Wilson, Mary To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Sent: Wed Mar 18 17:27:20 2009 Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Wilson, Mary Sent: Wednesday, March 18, 2009 5:47 PM To: Spears, Cornita; Diorio, Dena R.; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: RE: Giving Tree Checks

Cornita, I'd prefer that our new finance person, Angie Hurlbert coordinates this next step. I need to have accountability in one place. Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 5:44 PM To: Diorio, Dena R.; Wilson, Mary; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle; Waddell, Christopher Subject: RE: Giving Tree Checks Importance: High

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:29 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Sounds good - thanks

_____

From: Wilson, Mary To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Sent: Wed Mar 18 17:27:20 2009 Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Wilson, Mary Sent: Wednesday, March 18, 2009 5:47 PM To: Spears, Cornita; Diorio, Dena R.; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:29 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Sounds good - thanks

_____

From: Wilson, Mary To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Sent: Wed Mar 18 17:27:20 2009 Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Spears, Cornita Sent: Wednesday, March 18, 2009 7:34 PM To: Wilson, Mary; Diorio, Dena R.; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: RE: Giving Tree Checks

I have no problem with that. Regardless of who's assigned the task, my suggestion is still that the staff that's been in place and knows the history be consulted for background information needed in the decision making process. That would include Amy, Awilda and Chris.

_____

From: Wilson, Mary Sent: Wednesday, March 18, 2009 5:47 PM To: Spears, Cornita; Diorio, Dena R.; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:29 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Sounds good - thanks

_____

From: Wilson, Mary To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Sent: Wed Mar 18 17:27:20 2009 Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Spears, Cornita Sent: Wednesday, March 18, 2009 7:34 PM To: Wilson, Mary; Diorio, Dena R.; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: RE: Giving Tree Checks

_____

From: Wilson, Mary Sent: Wednesday, March 18, 2009 5:47 PM To: Spears, Cornita; Diorio, Dena R.; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:29 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Sounds good - thanks

_____

From: Wilson, Mary To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Sent: Wed Mar 18 17:27:20 2009 Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Diorio, Dena R. Sent: Thursday, March 19, 2009 7:54 AM To: McGillicuddy, John Subject: FW: Giving Tree Checks

_____

From: Wilson, Mary Sent: Wednesday, March 18, 2009 5:47 PM To: Spears, Cornita; Diorio, Dena R.; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:29 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Sounds good - thanks

_____

From: Wilson, Mary To: Diorio, Dena R.; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Sent: Wed Mar 18 17:27:20 2009 Subject: RE: Giving Tree Checks

_____

From: Diorio, Dena R. Sent: Wednesday, March 18, 2009 5:23 PM To: Wilson, Mary; Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Lancaster, Michelle Subject: Re: Giving Tree Checks

Mary, We need to change this process and have you removed as the signatory on these checks. We also want checks generated from my office only, not from DSS. I will call you to discuss a new process.

Thanks

_____

From: Wilson, Mary To: Spears, Cornita; Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle Sent: Wed Mar 18 14:09:49 2009 Subject: RE: Giving Tree Checks

_____

From: Spears, Cornita Sent: Wednesday, March 18, 2009 10:00 AM To: Thomas, Robert Cc: Murchison, Gail; Diorio, Dena R.; Lancaster, Michelle; Wilson, Mary Subject: Giving Tree Checks Importance: High

Bob As I indicated during our discussion following the BOCC meeting yesterday, Giving Tree checks are not generated by County Finance with Dena's signature. Rather, they are generated in DSS Finance with the automated signature of the DSS Finance Director. I wanted to make that clarification along with a couple of other points during the meeting, but was not given the opportunity to make comments. Attached is a listing of check requests (and supporting records) we reviewed, along with copies of the related checks. Receipt of copies of 3 checks is pending. We have amongst our Single Audit records documentation which describes the operational flow for check generating within DSS Finance. I can provide that information to you. From: Murchison, Gail Sent: Thursday, March 19, 2009 10:12 AM To: Wilson, Mary Cc: Diorio, Dena R. Subject: Accounting Procedures for DSS Client and Non-client Expenditures

Mary, Finance would like to meet with you and the new DSS Director of Financial Management, Angie Hurlburt, next Thursday to discuss the process for handling the client payments that were previously printed at DSS and the use of General Ledger Fund 9225 and the DSS Customer Bank Account, which is for social security funds. This email will be followed by a scheduling email, but I wanted to contact you about first. Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov Subject: Accounting/Procedures for DSS client expenditures Location: Finance Department Conference Room, 11th Floor Government Center

Start: Thu 3/26/2009 3:00 PM End: Thu 3/26/2009 5:00 PM Show Time As: Tentative

Recurrence: (none)

Meeting Status: Not yet responded

Required Attendees: Diorio, Dena R.; Wilson, Mary; Hurlburt, Angela; Murchison, Gail

Subject: Accounting/Procedures for DSS client expenditures Location: Finance Department Conference Room, 11th Floor Government Center

Start: Thu 3/26/2009 3:00 PM End: Thu 3/26/2009 5:00 PM Show Time As: Tentative

Recurrence: (none)

Meeting Status: Not yet responded

Required Attendees: Diorio, Dena R.; Wilson, Mary; Hurlburt, Angela; Murchison, Gail

Subject: Accounting/Procedures for DSS client expenditures Location: Finance Department Conference Room, 11th Floor Government Center

Start: Thu 3/26/2009 3:00 PM End: Thu 3/26/2009 5:00 PM Show Time As: Tentative

Recurrence: (none)

Meeting Status: Not yet responded

Required Attendees: Diorio, Dena R.; Wilson, Mary; Hurlburt, Angela; Murchison, Gail

From: Diorio, Dena R. Sent: Thursday, March 19, 2009 11:21 AM To: Murchison, Gail Subject: Accepted: Accounting/Procedures for DSS client expenditures

From: Nancy Bostick [nbostick@scotlandcounty.org] Sent: Thursday, March 19, 2009 11:21 AM To: The ncfinance mailing list Subject: Re: [ncfinance] Personnel Files

HR keeps ours. DSS and Health have copies of what is in original files. The smaller depts may keep copies for their own files. Nancy L Bostick Deputy Finance Officer Scotland County Payroll P O Box 489 Laurinburg NC 28353 910-277-2411 Fax 910-277-3183 Phone nbostick@scotlandcounty.org Disclaimer - This email and any files transmitted with it are confidential and contain privileged or copyright information. Copyright laws apply. If you are not the intended recipient you must not copy, distribute or use this email or the information contained in it for any purpose other than to notify us. If you have received this message in error, please notify the sender immediately, and delete this email from your system. We do not guarantee that this material is free from viruses or any other defects although due care has been taken to minimize the risk. Any views expressed in this message are those of the individual sender, not Scotland County Government.

----- Original Message ----- From: Lisa Coleman To: The ncfinance mailing list Sent: Tuesday, March 17, 2009 2:01 PM Subject: [ncfinance] Personnel Files

Good afternoon! We are updating our current personnel policy and a question has arisen that I hope you can help! Are Personnel Files housed in your respective departments or does HR house them? Thanks in advance for all your responses!

Lisa C. Coleman Bladen County Finance Officer PO Box 965 Elizabethtown, NC 28337 910-862-6720 finance@bladenco.org

From: NCACC [ncacc@ncacc.org] Sent: Thursday, March 19, 2009 2:21 PM To: Diorio, Dena R. Subject: NCACC Legislative Bulletin - March 19, 2009

Bulletin #09-08

Thursday, March 19, 2009

FOOD FOR THOUGHT

North Carolina isn't alone in its failure to address mental health. The state received a "D" from the National Alliance on Mental Illness in a report released March 11. In this case, "D" is actually the national average ñ so maybe a "C" grade would be more appropriate. The report flagged three urgent needs: "restore confidence and order to overall system; improve state hospitals to enable transition to newer facility; and restore ACT funding cuts."

THE BUDGET DEBATE BEGINS

Governor Bev Perdue released the first budget proposal of her administration earlier this week, and it contained many provisions favorable to counties. Perdue did not redirect or reduce the lottery or corporate income tax school construction dollars to counties and did not interfere with the final phaseout of the Medicaid relief swap. Her proposal includes additional money for mental health community services to purchase local psych beds. Generally, any state aid to non-state entities such as the Criminal Justice Partnership Program and the Juvenile Crime Prevention Council is subject to a 7 percent reduction. The Clean Water Management Trust Fund would be cut 25 percent, or $25 million, in both years of the biennium. State aid to counties for social services administration of $5.5 million would be eliminated each year in the biennium, to be restored as a recurring appropriation beginning in 2011-12. The State Office of Budget and Management did guarantee that the federal stimulus dollars for additional food stamp administration ($9 million) and foster care services ($3.5 million) would be passed down to counties to offset these cuts.

ìOur nation is in the midst of the greatest economic crisis since the Great Depression,î Governor Perdue said at the press conference where she unveiled her proposal. ìThe budget I am releasing today makes strategic investments that will create jobs, increase overall per-student spending, and itís a balanced budget.î

Perdueís budget included an increase in taxes on cigarettes and alcohol that will generate $1.3 billion of new revenue over the biennium. House and Senate leaders have previously expressed concern about raising taxes during the economic crisis and may look at other avenues to increase available revenues. Sen. Dan Clodfelter (Mecklenburg) has introduced bills that would generate additional revenue for the state by temporarily redirecting to the stateís general fund the ADM Funds from the corporate income tax (S386 ñ Make Best Use of Corporate Tax Revenue) and the funds from the tobacco settlement (S421 ñ Redirect Master Settlement Funds). S386 redirects the ADM funds for both 2009-10 and 2010-11). S421 takes the $70 million annual payment that is put into the Golden L.E.A.F. Foundation for 2008-09, 2009-10 and 2010-11. H516 (Increase Revenues Without Raising Taxes), introduced by Rep. Paul Stam (Wake), permanently redirects the Golden L.E.A.F. funds to the general fund.

MENTAL HEALTH CUSTODY BILL RAISES CONCERNS

A House bill that deals with treatment of individuals who are being transported to medical facilities on an involuntary commitment order has raised red flags with local government officials. H243 (Mental Health/Law Enforcement Custody) is sponsored by Reps. Verla Insko (Orange), Jeff Barnhart (Cabarrus) and Fred Steen (Rowan). The bill clarifies that individuals who are being transported under an involuntary commitment order by either county or city law enforcement officers are actually in the custody of the law enforcement agency. If the individual is discovered to have a medical condition that needs treatment, the medical facility or the hospital that the patient is moved to is authorized to treat the patient, but the law enforcement agency maintains custody of the individual ñ and therefore is responsible for the costs incurred by the individual. Local law enforcement agencies have expressed concerns about the bill, and the bill sponsor has agreed to keep the bill in committee while the issues are worked out.

BILLS OF INTEREST

The Association has created a section on its Web site to track bills of interest to county officials. Visit www.ncacc.org/legislation/about.html for updates on key legislation, including the bills listed below.

Bill:

SB410

Sponsors:

Nesbitt (D49)

Title:

INCREASE CIG. TAX/PROCEEDS TO MHTF

Status:

03/05/2009 ñ Senate Committee On Finance

Comments:

The bill would increase the cigarette tax from 35 cents per pack to the national average of $1.19 per pack, with 70 percent of the proceeds going to the Trust Fund for Mental Health, Developmental Disabilities, and Substance Abuse Services and Bridge Funding Needs and 30 percent to the general fund. The Association has a legislative goal "to ensure that state-funded mental health, developmental disability, and substance abuse services are available, accessible and affordable to all citizens and that sufficient state resources fund service provision costs."

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Bill:

SB427

Sponsors:

Kinnaird (D23)

Title:

RESTORE CONTRACT RIGHTS TO STATE/LOCAL

Status:

03/05/2009 ñ Senate Committee On State and Local Government

Comments:

The bill repeals the state's prohibition against collective bargaining and amends two other statutes to allow employees' and retirees' associations that engage in collective bargaining with the state to continue to use payroll deductions.

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Bill:

SB596

Sponsors:

Clodfelter (D37)

Title:

FILLING VACANCIES IN LOCAL OFFICES

Status:

03/16/2009 ñ Senate Committee On State and Local Government

Comments:

This bill establishes a uniform process for filling a vacant seat on a Board of County Commissioners as well as for other local elected offices, such as the Sheriff, Register of Deeds and Boards of Education. For commissioners elected as a member of a political party, the county executive committee of that party will have up to 30 days to nominate a pool of three replacements, and the Board of Commissioners would have to choose from among those three nominees. Each of the three nominees must have been "eligible to have filed as a candidate of that party at the most recent election for that office." If the executive committee does not nominate three eligible replacement candidates, then the Board of Commissioners could choose anybody to fill the seat who meets the eligibility requirement.

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Bill:

SB624

Sponsors:

Boseman (D9)

Title:

25-YEAR LAW ENFORCEMENT RETIREMENT

Status:

03/17/2009 ñ Filed in the Senate

Comments:

This bill allows law enforcement officers to retire with full benefits after 25 years of service instead of the 30 years currently required. It also reduces from 30 to 25 years the time needed to qualify for the special separation allowance and changes the disqualifying age from 62 to "not have ... become eligible for unreduced Social Security benefits."

James B. Blackburn, III, General Counsel

David F. Thompson, Executive Director

From: McGillicuddy, John Sent: Thursday, March 19, 2009 4:20 PM To: Diorio, Dena R. Subject: FYI

FYI: Here's what Chris Peek sent me for the DSS director of financial management (I think that's the working title). John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887 From: Wilson, Mary Sent: Thursday, March 19, 2009 7:30 PM To: Murchison, Gail Cc: Diorio, Dena R. Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

Gail and Dena,

Thanks so much for the offer. Angela will not be on staff until next Wed. (March 25th) and I've asked Amy to develop an on boarding schedule for her. I'd like Angela to meet the senior leadership team, her staff and our state business liaison before throwing a heap of problems her way. Let me talk with Amy and look at the schedule and I think we can do something early the following week. In the interim, I believe the receipt of customer donations should be low as it is an off season. Further, Darrell Cunningham is personally approving any check requests for customer needs from Good Friends. No other checks should written off the fund and I will confirm this with Amy and Darrell. Also, I want Angela to determine whether and how Amy should be involved in working through this issue as it may be a coaching/learning opportunity for Amy too. Thanks and I'll set up something by Monday. I'm sure we are just talking about a difference of a couple of days until we can meet. Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Murchison, Gail Sent: Thursday, March 19, 2009 10:12 AM To: Wilson, Mary Cc: Diorio, Dena R. Subject: Accounting Procedures for DSS Client and Non-client Expenditures

Mary, Finance would like to meet with you and the new DSS Director of Financial Management, Angie Hurlburt, next Thursday to discuss the process for handling the client payments that were previously printed at DSS and the use of General Ledger Fund 9225 and the DSS Customer Bank Account, which is for social security funds. This email will be followed by a scheduling email, but I wanted to contact you about first. Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Thursday, March 19, 2009 8:30 PM To: Wilson, Mary; Murchison, Gail Cc: McGillicuddy, John Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

Hi Mary - While I appreciate your wanting to "board" her, I intend to go forward with removing you as signatory on the account, and eliminate check writing privelages at the department level. This will take effect tommorrow. Any checks that need to be written will be done through the County Finance Department. Thanks _____

From: Wilson, Mary Sent: Thu 3/19/2009 7:29 PM To: Murchison, Gail Cc: Diorio, Dena R. Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

Gail and Dena,

_____

From: Murchison, Gail Sent: Thursday, March 19, 2009 10:12 AM To: Wilson, Mary Cc: Diorio, Dena R. Subject: Accounting Procedures for DSS Client and Non-client Expenditures

Mary, Finance would like to meet with you and the new DSS Director of Financial Management, Angie Hurlburt, next Thursday to discuss the process for handling the client payments that were previously printed at DSS and the use of General Ledger Fund 9225 and the DSS Customer Bank Account, which is for social security funds. This email will be followed by a scheduling email, but I wanted to contact you about first. Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Thursday, March 19, 2009 8:34 PM To: cindy.buxton1@wachovia.com Subject: RE: DSS signature card

I am faxing the new signature card. Only chekcs with my signature on them should be processed. Thanks

_____

From: cindy.buxton1@wachovia.com [mailto:cindy.buxton1@wachovia.com] Sent: Wed 3/18/2009 12:14 PM To: Diorio, Dena R. Subject: DSS signature card

Cindy Buxton Senior Relationship Specialist Government & Institutional Banking Healthcare Financial Services Group ph. 704-715-3883 fax 704-383-8697 cindy.buxton@wachovia.com

This email and any files transmitted with it may contain PRIVILEGED or CONFIDENTIAL information and may be read or used only by the intended recipient. If you are not the intended recipient of the email or any of its attachments, please be advised that you have received this email in error and that any use, dissemination, distribution, forwarding, printing, or copying of this email or any attached files is strictly prohibited. If you have received this email in error, please immediately purge it and all attachments and notify the sender by reply email or contact the sender at the number listed. From: Diorio, Dena R. Sent: Thursday, March 19, 2009 8:37 PM To: Murchison, Gail Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

Gail - check with Chris to make sure we can write checks for SS funds up at our office. Robert is being discharged tomorrow. I will work from home in the morning and pick him up around noon. I'll call you in the AM. Thanks for everything. You have been great!!

_____

From: Wilson, Mary Sent: Thu 3/19/2009 7:29 PM To: Murchison, Gail Cc: Diorio, Dena R. Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

Gail and Dena,

_____

From: Murchison, Gail Sent: Thursday, March 19, 2009 10:12 AM To: Wilson, Mary Cc: Diorio, Dena R. Subject: Accounting Procedures for DSS Client and Non-client Expenditures

Mary, Finance would like to meet with you and the new DSS Director of Financial Management, Angie Hurlburt, next Thursday to discuss the process for handling the client payments that were previously printed at DSS and the use of General Ledger Fund 9225 and the DSS Customer Bank Account, which is for social security funds. This email will be followed by a scheduling email, but I wanted to contact you about first. Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Wilson, Mary Sent: Thursday, March 19, 2009 9:03 PM To: Diorio, Dena R.; Murchison, Gail Cc: McGillicuddy, John Subject: Re: Accounting Procedures for DSS Client and Non-client Expenditures

Dena,

I think that's a good plan. There are 5-6 different reasons we write checks internally (guardians, foster care providers, invoices, etc.)and I'm sure you will make this seamless but we don't need 60-100 providers screaming about a change of process without notification.

I'd like to see an outline of any process change. Let me know what the process change will entail in terms of (i) routing, (ii) forms, (iii) signatures required and (iv) timeline for turnaround.

If it is seamless and invisible to the outside world then great.

If you want to work with Tabitha Carnes, our PIO, to develop a communication for DSS All I think that would be helpful so that we are clear internally.

Have you communicated this to Amy?

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Diorio, Dena R. To: Wilson, Mary; Murchison, Gail Cc: McGillicuddy, John Sent: Thu Mar 19 20:30:18 2009 Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

From: Wilson, Mary Sent: Thu 3/19/2009 7:29 PM To: Murchison, Gail Cc: Diorio, Dena R. Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

Gail and Dena,

_____

From: Murchison, Gail Sent: Thursday, March 19, 2009 10:12 AM To: Wilson, Mary Cc: Diorio, Dena R. Subject: Accounting Procedures for DSS Client and Non-client Expenditures

Mary, Finance would like to meet with you and the new DSS Director of Financial Management, Angie Hurlburt, next Thursday to discuss the process for handling the client payments that were previously printed at DSS and the use of General Ledger Fund 9225 and the DSS Customer Bank Account, which is for social security funds. This email will be followed by a scheduling email, but I wanted to contact you about first. Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Thursday, March 19, 2009 9:19 PM To: Wilson, Mary; Murchison, Gail Cc: McGillicuddy, John Subject: Re: Accounting Procedures for DSS Client and Non-client Expenditures

We will do what we can to make this seamless. You can communicate with Amy and your public info officer.

_____

From: Wilson, Mary To: Diorio, Dena R.; Murchison, Gail Cc: McGillicuddy, John Sent: Thu Mar 19 21:03:11 2009 Subject: Re: Accounting Procedures for DSS Client and Non-client Expenditures

Dena,

I'd like to see an outline of any process change. Let me know what the process change will entail in terms of (i) routing, (ii) forms, (iii) signatures required and (iv) timeline for turnaround.

If it is seamless and invisible to the outside world then great.

If you want to work with Tabitha Carnes, our PIO, to develop a communication for DSS All I think that would be helpful so that we are clear internally.

Have you communicated this to Amy?

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Diorio, Dena R. To: Wilson, Mary; Murchison, Gail Cc: McGillicuddy, John Sent: Thu Mar 19 20:30:18 2009 Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

From: Wilson, Mary Sent: Thu 3/19/2009 7:29 PM To: Murchison, Gail Cc: Diorio, Dena R. Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

Gail and Dena,

_____

From: Murchison, Gail Sent: Thursday, March 19, 2009 10:12 AM To: Wilson, Mary Cc: Diorio, Dena R. Subject: Accounting Procedures for DSS Client and Non-client Expenditures

Mary, Finance would like to meet with you and the new DSS Director of Financial Management, Angie Hurlburt, next Thursday to discuss the process for handling the client payments that were previously printed at DSS and the use of General Ledger Fund 9225 and the DSS Customer Bank Account, which is for social security funds. This email will be followed by a scheduling email, but I wanted to contact you about first. Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Wilson, Mary Sent: Thursday, March 19, 2009 10:49 PM To: Johnson, Amy Cc: McGillicuddy, John; Diorio, Dena R.; Carnes, Tabitha D; Cunningham, Darrell; Murchison, Gail Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

Amy, Dena is moving check writing capability from DSS Finance to County Finance effective tomorrow. Please contact her and work through the logistics to make sure this is managed as seamlessly as possible. Please also work with Tabitha to develop a communication to DSS staff to let them know of this change and what this will mean, if anything for them. I'd like to see a draft as soon as possible tomorrow.

Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Diorio, Dena R. Sent: Thu 3/19/2009 9:18 PM To: Wilson, Mary; Murchison, Gail Cc: McGillicuddy, John Subject: Re: Accounting Procedures for DSS Client and Non-client Expenditures

We will do what we can to make this seamless. You can communicate with Amy and your public info officer.

_____

From: Wilson, Mary To: Diorio, Dena R.; Murchison, Gail Cc: McGillicuddy, John Sent: Thu Mar 19 21:03:11 2009 Subject: Re: Accounting Procedures for DSS Client and Non-client Expenditures

Dena,

I'd like to see an outline of any process change. Let me know what the process change will entail in terms of (i) routing, (ii) forms, (iii) signatures required and (iv) timeline for turnaround.

If it is seamless and invisible to the outside world then great.

If you want to work with Tabitha Carnes, our PIO, to develop a communication for DSS All I think that would be helpful so that we are clear internally.

Have you communicated this to Amy?

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: McGillicuddy, John Sent: Friday, March 20, 2009 7:56 AM To: Diorio, Dena R. Subject: FW: Just leaving office and checking voicemails

Dena: This is in response to my voice mail to Mary on Thursday regarding the DSS controls audit you and I discussed. Hopefully, I'll be able to talk with her directly today to lay out our intentions. I will want the Finance Department to oversee this effort so it is independent from DSS, though I will want Mary to be the person who takes the action to bring in Finance (we can discuss these details later). Therefore, when I talk with Mary I direct her to contact Finance to begin the process. We'll want to set up a timetable for announcing this, etc., once we know what we are going to do and when. I'll contact you after Mary and I talk. Thanks.

John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887

-----Original Message----- From: Wilson, Mary Sent: Thursday, March 19, 2009 8:17 PM To: McGillicuddy, John Subject: Just leaving office and checking voicemails

Will call tomorrow about 10 to discuss if that time works for you.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: cindy.buxton1@wachovia.com Sent: Friday, March 20, 2009 8:31 AM To: Diorio, Dena R. Subject: RE: DSS signature card

I received your fax, I will need the original as well. Are there any outstanding checks that should be paid with Mary's signature or do we return those?

Cindy Buxton Senior Relationship Specialist Government & Institutional Banking Healthcare Financial Services Group ph. 704-715-3883 fax 704-383-8697 cindy.buxton@wachovia.com

"Diorio, Dena R."

03/19/2009 08:34 PM

Subject RE: DSS signature card

I am faxing the new signature card. Only chekcs with my signature on them should be processed. Thanks

_____

From: cindy.buxton1@wachovia.com [mailto:cindy.buxton1@wachovia.com] Sent: Wed 3/18/2009 12:14 PM To: Diorio, Dena R. Subject: DSS signature card

Cindy Buxton Senior Relationship Specialist Government & Institutional Banking Healthcare Financial Services Group ph. 704-715-3883 fax 704-383-8697 cindy.buxton@wachovia.com

From: Johnson, Amy Sent: Friday, March 20, 2009 9:42 AM To: Wilson, Mary Cc: Diorio, Dena R.; Carnes, Tabitha D; Cunningham, Darrell; Murchison, Gail Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

Mary, I spoke with Gail this morning and we are going to flip the switch today on the check writer. Checks will be printed downtown today and the processing will remain the same at DSS with the exception of where the checks print. Gail, Shyry, Awilda and I will be meeting to iron out the details/logistics, but we will not change any other processes that will impact staff/clients until we finalize the new procedures. Changing the process will take a few days to define so that we don't leave anything out. If it is okay with you, it would likely be more prudent to wait until we iron out all the changes before we prepare a DSS-ALL. Please advise how you would like us to proceed. Thank you. Amy E. Johnson Senior Fiscal Administrator Mecklenburg County Department of Social Services 301 Billingsley Road Charlotte, NC 28211 Work: (704) 336-7976 Cell: (704) 208-7063 Email: Amy.Johnson@MecklenburgCountyNC.gov This message may contain information that is confidential and/or protected by law. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, copying or communication of this message is strictly prohibited. If you have received this communication in error, please contact the sender immediately and delete the message. Please note that although we will take all commercially reasonable efforts to prevent viruses from being transmitted from our systems, it is the responsibility of the recipient to check for and prevent adverse action by viruses on its own systems.

_____

From: Wilson, Mary Sent: Thursday, March 19, 2009 10:49 PM To: Johnson, Amy Cc: McGillicuddy, John; Diorio, Dena R.; Carnes, Tabitha D; Cunningham, Darrell; Murchison, Gail Subject: RE: Accounting Procedures for DSS Client and Non-client Expenditures

Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Diorio, Dena R. Sent: Thu 3/19/2009 9:18 PM To: Wilson, Mary; Murchison, Gail Cc: McGillicuddy, John Subject: Re: Accounting Procedures for DSS Client and Non-client Expenditures

We will do what we can to make this seamless. You can communicate with Amy and your public info officer.

_____

From: Wilson, Mary To: Diorio, Dena R.; Murchison, Gail Cc: McGillicuddy, John Sent: Thu Mar 19 21:03:11 2009 Subject: Re: Accounting Procedures for DSS Client and Non-client Expenditures

Dena,

I'd like to see an outline of any process change. Let me know what the process change will entail in terms of (i) routing, (ii) forms, (iii) signatures required and (iv) timeline for turnaround.

If it is seamless and invisible to the outside world then great.

If you want to work with Tabitha Carnes, our PIO, to develop a communication for DSS All I think that would be helpful so that we are clear internally.

Have you communicated this to Amy?

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: McGillicuddy, John Sent: Friday, March 20, 2009 10:20 AM To: Diorio, Dena R. Subject: Dss audit

Mary is on board with the audit per my previous email to you. She is supposed to contact you about next steps. I assume this would involve having our auditor scope oiut the job and give us a price. Ikd like to have dss pay for this if possible (I forgot to mention this to mary, but they should be willing to do this). Thanks.

Sent via Blackberry From: Murchison, Gail Sent: Friday, March 20, 2009 10:23 AM To: Johnson, Amy Cc: Diorio, Dena R.; Brace, Chris; Greene, Shyry G.; Wilson, Mary Subject: Checks previously written from 9225

Hi Amy, As you may know, as of today checks will no longer be printed at DSS. A change in authorized signer on the DSS Customer Account #2079900565014 takes effect today so that Director of Finance will be the only authorized signer for the account. Chris Brace is in the process of switching the print program to Finance and changing the signature on the check writing program. For the checks for today, they will run at the normal time and DSS can pick up the checks to individuals at 2:30. We can mail the checks written to vendors, unless you tell us otherwise. We need to meet to discuss the processing of transactions going forward. The DSS Customer Account and Fund 9225 should be the bank account for the guardianship accounts. The bank account receives the Social Security funds and pays the expenditures related to those funds for the benefit of the individuals for whom the County receives Social Security funds as guardian. The CRs and checks against that bank account should be all that is charged to Fund 9225, as has been done previously. The transactions will be entered into Advantage with the only difference that the checks will be processed and written in Finance. We need to talk about the remainder of the more than $500,000 checks that have been written out bank account #2079900565014 and charged to Fund 9225. General Fund 0001 money is transferred to this account to cover these checks and then the charges are moved to General Fund 0001 or G001 by JV. These disbursements appear to relate to ongoing DSS programs that are budgeted in Fund 0001 or in G001. For effeciency, to eliminate transferring funds into the bank account and then transferring the expense to Fund 0001 or Fund G001, it would appear that the disbursements and checks should be from the County's regular disbursement account and the expenditures should be charged directly to Fund 0001. In reviewing all the disbursements to date charged to Fund 9225, the majority are payments to vendors, which can be mailed from Finance, and recurring payments to individuals for stipends, mileage, and employment incentives, for which we can work out a process. The above may take a little time to work out, especially since Mary would like Angie Hurlburt to be involved. I would continue the current coding through the end of March, which is just for seven more business days. Our immediate need is to determine what documentation will be sent to Finance to support the transactions entered at DSS, how the documentation will be sent to Finance,when will Finance receive it and whose approvals should be on the documents. For GAX documentation received in the morning, checks can be written that day and returned to DSSin the afternoon, if necessary. Finance writes checks everyday, so as long as the documentation with appropriate approvals is received in Finance, checks should run timely. Let me know what is a good time for us to meet, so that there are no problems with transactions that need to be processed in the next week. I know this is a big change, but it will improve County internal controls and insure all transactions are appropriately authorized and approved. Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Murchison, Gail Sent: Friday, March 20, 2009 10:23 AM To: Johnson, Amy Cc: Diorio, Dena R.; Brace, Chris; Greene, Shyry G.; Wilson, Mary Subject: Checks previously written from 9225

Hi Amy, As you may know, as of today checks will no longer be printed at DSS. A change in authorized signer on the DSS Customer Account #2079900565014 takes effect today so that Director of Finance will be the only authorized signer for the account. Chris Brace is in the process of switching the print program to Finance and changing the signature on the check writing program. For the checks for today, they will run at the normal time and DSS can pick up the checks to individuals at 2:30. We can mail the checks written to vendors, unless you tell us otherwise. We need to meet to discuss the processing of transactions going forward. The DSS Customer Account and Fund 9225 should be the bank account for the guardianship accounts. The bank account receives the Social Security funds and pays the expenditures related to those funds for the benefit of the individuals for whom the County receives Social Security funds as guardian. The CRs and checks against that bank account should be all that is charged to Fund 9225, as has been done previously. The transactions will be entered into Advantage with the only difference that the checks will be processed and written in Finance. We need to talk about the remainder of the more than $500,000 checks that have been written out bank account #2079900565014 and charged to Fund 9225. General Fund 0001 money is transferred to this account to cover these checks and then the charges are moved to General Fund 0001 or G001 by JV. These disbursements appear to relate to ongoing DSS programs that are budgeted in Fund 0001 or in G001. For effeciency, to eliminate transferring funds into the bank account and then transferring the expense to Fund 0001 or Fund G001, it would appear that the disbursements and checks should be from the County's regular disbursement account and the expenditures should be charged directly to Fund 0001. In reviewing all the disbursements to date charged to Fund 9225, the majority are payments to vendors, which can be mailed from Finance, and recurring payments to individuals for stipends, mileage, and employment incentives, for which we can work out a process. The above may take a little time to work out, especially since Mary would like Angie Hurlburt to be involved. I would continue the current coding through the end of March, which is just for seven more business days. Our immediate need is to determine what documentation will be sent to Finance to support the transactions entered at DSS, how the documentation will be sent to Finance,when will Finance receive it and whose approvals should be on the documents. For GAX documentation received in the morning, checks can be written that day and returned to DSSin the afternoon, if necessary. Finance writes checks everyday, so as long as the documentation with appropriate approvals is received in Finance, checks should run timely. Let me know what is a good time for us to meet, so that there are no problems with transactions that need to be processed in the next week. I know this is a big change, but it will improve County internal controls and insure all transactions are appropriately authorized and approved. Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Herbert, Rebecca Sent: Friday, March 20, 2009 10:28 AM To: (kwbmontana@msn.com); Bethune, Marvin; James, Bill; Dumont Clarke; Commissioner George Dunlap (gdunlap@bellsouth.net); Commissioner Jennifer Roberts (mroberts5@carolina.rr.com); Leake, Vilma; Daniel Murrey; harold@attorneycogdell.com; ncooksey@bellsouth.net; Riddle, Joel; Thomas, Robert; Bailey, Daniel; 'Charles Brown'; Cobb, Bobby; Cox, Brian; Crockett, Grayce; Dickerson, Michael; Diehl, Daniel; Diorio, Dena R.; Garges, James R; Goldberg, Deborah Long; Granberry, David; Hahn, Mark; Hardy, Nyki; Herbert, Rebecca; Jackson, Janice; 'Joe Penner'; Johnson, Leslie; Jones, Harry L.; Lancaster, Michelle; Lowry, Stacy M.; Mabry, Earl; McGillicuddy, John; Payne, Janet E.; Peek, Chris; Pinkard, Jerry; Saul, Cary; Shields, Bobbie; Spears, Cornita; Sullivan, James; Tibbs, Timmothy M.; Wade, Tyrone C.; Wilson, Mary; Yi, Hyong Cc: ContentWebMaster; Riddle, Joel; Voignier, Clayton Subject: Board Bulletin

The County Manager's Board Bulletin for Friday, March 20, 2009 is attached for your review. Items in this week's bulletin include:

* Summary of Governor's Proposed State Budget * Exploring Opportunities for Sustained Change * Business Recycling

Calendar reminder: The joint meeting between the Board of County Commissioner and the Board of Education is Tuesday, March 24 at 2pm in room 267, CMGC. Other reminders: Board members will be receiving a memo from the Department of Social Services re: NC Senate Bill 354. Additional information about this bill will be in next week's bulletin. Happy Spring! Rebecca J. Herbert, MPA Assistant to the County Manager (704) 336-2628 rebecca.herbert@mecklenburgcountync.gov From: Herbert, Rebecca Sent: Friday, March 20, 2009 10:28 AM To: (kwbmontana@msn.com); Bethune, Marvin; James, Bill; Dumont Clarke; Commissioner George Dunlap (gdunlap@bellsouth.net); Commissioner Jennifer Roberts (mroberts5@carolina.rr.com); Leake, Vilma; Daniel Murrey; harold@attorneycogdell.com; ncooksey@bellsouth.net; Riddle, Joel; Thomas, Robert; Bailey, Daniel; 'Charles Brown'; Cobb, Bobby; Cox, Brian; Crockett, Grayce; Dickerson, Michael; Diehl, Daniel; Diorio, Dena R.; Garges, James R; Goldberg, Deborah Long; Granberry, David; Hahn, Mark; Hardy, Nyki; Herbert, Rebecca; Jackson, Janice; 'Joe Penner'; Johnson, Leslie; Jones, Harry L.; Lancaster, Michelle; Lowry, Stacy M.; Mabry, Earl; McGillicuddy, John; Payne, Janet E.; Peek, Chris; Pinkard, Jerry; Saul, Cary; Shields, Bobbie; Spears, Cornita; Sullivan, James; Tibbs, Timmothy M.; Wade, Tyrone C.; Wilson, Mary; Yi, Hyong Cc: ContentWebMaster; Riddle, Joel; Voignier, Clayton Subject: Board Bulletin

The County Manager's Board Bulletin for Friday, March 20, 2009 is attached for your review. Items in this week's bulletin include:

* Summary of Governor's Proposed State Budget * Exploring Opportunities for Sustained Change * Business Recycling

I'll contact the auditors today.

----- Original Message ----- From: McGillicuddy, John To: Diorio, Dena R. Sent: Fri Mar 20 10:19:36 2009 Subject: Dss audit

Sent via Blackberry From: Wilson, Mary Sent: Friday, March 20, 2009 1:57 PM To: Diorio, Dena R. Cc: Diehl, Daniel Subject: External Audit of DSS

Dena, In light of recent events and in conjunction with the new Director of Financial Management coming on staff, I am requesting that we secure a external audit of the DSS Finance department and it's financial controls in place or that should be in place. Please advise of next steps.

I was just leaving you a voice mail. The next steps would be for us to meet/conf call with our auditors so we can create the scope and get a price. I will contact Eddie Burke and set up some time for us to meet next week.

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From: Wilson, Mary Sent: Fri 3/20/2009 1:56 PM To: Diorio, Dena R. Cc: Diehl, Daniel Subject: External Audit of DSS

I left you a voice mail and then heard from your DSS Director about the project. I indicated to her that we should either meet or schedule a conf call to discuss the scope of the project so we can get a price. Let me know your prefrence and availability for next week. Thanks, Dena From: Eddie Burke [eburke@cbh.com] Sent: Friday, March 20, 2009 3:24 PM To: Diorio, Dena R. Subject: RE: DSS Audit

Dena I think we could do this on a conference call - I am available anytime on Tuesday or Friday of next week - I am also available on Wednesday and Thursday afternoon Just pick a time and let me know Thanks Eddie

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 2:03 PM To: Eddie Burke Subject: DSS Audit

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:33 PM To: Eddie Burke Subject: RE: DSS Audit

can you hold Thursday @ 3:00?

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Fri 3/20/2009 3:23 PM To: Diorio, Dena R. Subject: RE: DSS Audit

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 2:03 PM To: Eddie Burke Subject: DSS Audit

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:32 PM To: Wilson, Mary Cc: Diehl, Daniel Subject: RE: External Audit of DSS

Mary - Eddie Burke is available Thursday afternoon for a conference call. Is 3:00 OK with you? - That was the time we had scheduled to meet withe Angela on this issue anyway.

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From: Wilson, Mary Sent: Fri 3/20/2009 1:56 PM To: Diorio, Dena R. Cc: Diehl, Daniel Subject: External Audit of DSS

Done Have a great weekend Eddie

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 4:33 PM To: Eddie Burke Subject: RE: DSS Audit

can you hold Thursday @ 3:00?

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Fri 3/20/2009 3:23 PM To: Diorio, Dena R. Subject: RE: DSS Audit

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 2:03 PM To: Eddie Burke Subject: DSS Audit

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:46 PM To: Murchison, Gail; Greene, Shyry G.; Diorio, Dena R. Subject: year-end memo

Gail/Shyry, Attached is a draft of the year-end memo that PSD normally sends out. I made some changes to reflect current budget restraints. I hope it will deter departments from buying a lot of junk if they know that they may need to justify the purchase to Finance. Let me know what you think Thanks and have a great weekend. Also - thanks for all of your work on the DSS stuff. It will make a big difference going forward. From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:46 PM To: Murchison, Gail; Greene, Shyry G.; Diorio, Dena R. Subject: year-end memo

Gail/Shyry, Attached is a draft of the year-end memo that PSD normally sends out. I made some changes to reflect current budget restraints. I hope it will deter departments from buying a lot of junk if they know that they may need to justify the purchase to Finance. Let me know what you think Thanks and have a great weekend. Also - thanks for all of your work on the DSS stuff. It will make a big difference going forward. From: Wilson, Mary Sent: Friday, March 20, 2009 6:20 PM To: Diorio, Dena R. Cc: Diehl, Daniel Subject: RE: External Audit of DSS

perfect. Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:32 PM To: Wilson, Mary Cc: Diehl, Daniel Subject: RE: External Audit of DSS

Mary - Eddie Burke is available Thursday afternoon for a conference call. Is 3:00 OK with you? - That was the time we had scheduled to meet withe Angela on this issue anyway.

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From: Wilson, Mary Sent: Fri 3/20/2009 1:56 PM To: Diorio, Dena R. Cc: Diehl, Daniel Subject: External Audit of DSS

Hi Dena, Sorry to hear about the fever. Tell Robert we are all cheering for him with regards to the physical therapy and hope he will make good progress. Quiet so far this morning. Amira's here and Shyry is getting her settled and started. There are a few continuing issues with DSS, and I'll copy you on the emails to them. Shyry and I met with Amy and Awilda Friday afternoon to work out process of sending documents to us for payment. It was a good meeting. John and I are going to the mountains this coming weekend, so I was hoping to leave at noon Friday. Is that ok? If you need something from here let us know as we can fax, send PDFs or bring things out. Gail

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From: Diorio, Dena R. Sent: Monday, March 23, 2009 7:51 AM To: Murchison, Gail; Bailey, Carolyn Subject: Today

Good Morning - I am going to work from home today. Robert is doing better but had a fever yesterday of almost 103 degrees. It is better today but I want to keep an eye on him for one more day. We have the nurse and physical therapy coming today so that will give me an indication of how he is doing. Call me at 704-439-2750 or 914-419-7146 (cell) if you need me. Thanks for all of you help. Dena From: Diorio, Dena R. Sent: Monday, March 23, 2009 8:10 AM To: Murchison, Gail Subject: RE: Today

Thanks Gail - no problem with Friday.

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From: Murchison, Gail Sent: Mon 3/23/2009 8:04 AM To: Diorio, Dena R. Subject: RE: Today

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From: Diorio, Dena R. Sent: Monday, March 23, 2009 7:51 AM To: Murchison, Gail; Bailey, Carolyn Subject: Today

I read the RFP responses over the weekend. Were you and Shyry going to give me a verbal recommendation to keep Cherry Bekeart? That is fine with me? What are our next steps? Do we need to convene the audit committee?

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From: Murchison, Gail Sent: Mon 3/23/2009 8:04 AM To: Diorio, Dena R. Subject: RE: Today

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From: Diorio, Dena R. Sent: Monday, March 23, 2009 7:51 AM To: Murchison, Gail; Bailey, Carolyn Subject: Today

Good Morning Eddie - we are confirmed for Thursday afternoon at 3:00 to discuss the scope of the project. Do you have a dial-in number we can use?

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Fri 3/20/2009 4:49 PM To: Diorio, Dena R. Subject: RE: DSS Audit

Done Have a great weekend Eddie

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 4:33 PM To: Eddie Burke Subject: RE: DSS Audit

can you hold Thursday @ 3:00?

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Fri 3/20/2009 3:23 PM To: Diorio, Dena R. Subject: RE: DSS Audit

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 2:03 PM To: Eddie Burke Subject: DSS Audit

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From: Murchison, Gail Sent: Monday, March 23, 2009 8:30 AM To: Diorio, Dena R. Subject: RE: Audit RFP

Dena, Yes, Cherry Bekaert was our choice. Dixon-Hughes handles small units, and we both do not think they could deal with the County's size. McGladry wants to use the Internal Audit staff to do all the internal control work and the year end testing which would certainly reduce their fee, but that is not what we offerred in the RFP. Also, McGladry cannot meet our schedule. Field work in September/October and providing the report on Oct 31 will not work. I don't think they paid any attention to the schedule we provided in the RFP package. Our next step is to open the fee folders. Shyry and I will do that this morning. Yes, we do need to present our recommendation to the Audit Committee and obtain their approval. After that, we do the agenda item for the BOCC approval. I'll ask Carolyn to set a meeting for the Audit Committee, and we'll email you the fee info later this morning. Gail

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From: Diorio, Dena R. Sent: Monday, March 23, 2009 8:15 AM To: Murchison, Gail Subject: Audit RFP

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From: Murchison, Gail Sent: Mon 3/23/2009 8:04 AM To: Diorio, Dena R. Subject: RE: Today

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From: Diorio, Dena R. Sent: Monday, March 23, 2009 7:51 AM To: Murchison, Gail; Bailey, Carolyn Subject: Today

Good Morning - I am going to work from home today. Robert is doing better but had a fever yesterday of almost 103 degrees. It is better today but I want to keep an eye on him for one more day. We have the nurse and physical therapy coming today so that will give me an indication of how he is doing. Call me at 704-439-2750 or 914-419-7146 (cell) if you need me. Thanks for all of you help. Dena From: Murchison, Gail Sent: Monday, March 23, 2009 8:40 AM To: Johnson, Amy Cc: Diorio, Dena R.; Wilson, Mary Subject: Writing Checks at DSS

Amy, In regard to the question from DSS staff as to whether checks up to a certain dollar level could be processed and written at DSS the answer is no. All transactons will be processed and approved at DSS, entered to Advantage and the documentation sent to Finance. The documentation and approval will be reviewed in County Finance and the checks will be written here. Finance writes checks every day. From review of the ledger and discussion on Friday, 90% of the checks written from Fund 9225 were mailed to vendors. As we stated before, those that need to be handed to clients can be picked up at an agreed upon time, and then DSS can distribute them. Also from our Friday discussion, DSS staff may need to request checks a day ahead. Just as Finance is making changes to accommodate the processing of these checks, there may need to be some accommodation/change in the process flow at DSS regarding checks that used to be written at DSS. Finance wants to work with you to be sure the processing of these checks is smooth. Appropriate planning is going to be an important key element. Let me now if you have any other questions. Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Monday, March 23, 2009 9:09 AM To: Murchison, Gail Subject: RE: Audit RFP

thanks

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From: Murchison, Gail Sent: Mon 3/23/2009 8:29 AM To: Diorio, Dena R. Subject: RE: Audit RFP

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From: Diorio, Dena R. Sent: Monday, March 23, 2009 8:15 AM To: Murchison, Gail Subject: Audit RFP

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From: Murchison, Gail Sent: Mon 3/23/2009 8:04 AM To: Diorio, Dena R. Subject: RE: Today

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From: Diorio, Dena R. Sent: Monday, March 23, 2009 7:51 AM To: Murchison, Gail; Bailey, Carolyn Subject: Today

Good Morning - I am going to work from home today. Robert is doing better but had a fever yesterday of almost 103 degrees. It is better today but I want to keep an eye on him for one more day. We have the nurse and physical therapy coming today so that will give me an indication of how he is doing. Call me at 704-439-2750 or 914-419-7146 (cell) if you need me. Thanks for all of you help. Dena From: Eddie Burke [eburke@cbh.com] Sent: Monday, March 23, 2009 9:39 AM To: Diorio, Dena R.; Amy Gabig Cc: Wilson, Mary Subject: RE: DSS Audit

Amy Can you set up a conference call with Dena, Mary and myself for Thursday at 3:00 - please let everyone know the call in number and password. Thanks Eddie

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Monday, March 23, 2009 8:19 AM To: Eddie Burke Cc: Wilson, Mary Subject: RE: DSS Audit

Good Morning Eddie - we are confirmed for Thursday afternoon at 3:00 to discuss the scope of the project. Do you have a dial-in number we can use?

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Fri 3/20/2009 4:49 PM To: Diorio, Dena R. Subject: RE: DSS Audit

Done Have a great weekend Eddie

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 4:33 PM To: Eddie Burke Subject: RE: DSS Audit

can you hold Thursday @ 3:00?

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Fri 3/20/2009 3:23 PM To: Diorio, Dena R. Subject: RE: DSS Audit

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 2:03 PM To: Eddie Burke Subject: DSS Audit

_____________________________________________________________________

Visit the CB&H Economic Recovery Resource Center at http://economy.cbh.com to stay informed about the challenges and opportunities available in a dynamic economy, as well as any implications of the recent stimulus bill on your business or personal situation This email may include information that is confidential and/or subject to the accountant/client privilege. If the reader of this message is not the intended recipient, please notify us by reply email and then delete this message and destroy any copies. This transmission is not intended to and does not waive any privileges.

_____________________________________________________________________

From: Diorio, Dena R. Sent: Monday, March 23, 2009 11:49 AM To: Eddie Burke; Amy Gabig Cc: Wilson, Mary Subject: RE: DSS Audit

Thanks - speak to you then.

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Mon 3/23/2009 9:38 AM To: Diorio, Dena R.; Amy Gabig Cc: Wilson, Mary Subject: RE: DSS Audit

Amy Can you set up a conference call with Dena, Mary and myself for Thursday at 3:00 - please let everyone know the call in number and password. Thanks Eddie

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Monday, March 23, 2009 8:19 AM To: Eddie Burke Cc: Wilson, Mary Subject: RE: DSS Audit

Good Morning Eddie - we are confirmed for Thursday afternoon at 3:00 to discuss the scope of the project. Do you have a dial-in number we can use?

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Fri 3/20/2009 4:49 PM To: Diorio, Dena R. Subject: RE: DSS Audit

Done Have a great weekend Eddie

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 4:33 PM To: Eddie Burke Subject: RE: DSS Audit

can you hold Thursday @ 3:00?

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Fri 3/20/2009 3:23 PM To: Diorio, Dena R. Subject: RE: DSS Audit

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 2:03 PM To: Eddie Burke Subject: DSS Audit

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From: Amy Gabig [agabig@cbh.com] Sent: Monday, March 23, 2009 1:39 PM To: Diorio, Dena R.; Eddie Burke Cc: Wilson, Mary Subject: RE: DSS Audit

The conference call number has been reserved for 3pm on Thursday March 26th. Please dial 877-394-0659 and you will need ID # 674454. Thanks, Amy

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Mon 3/23/2009 11:49 AM To: Eddie Burke; Amy Gabig Cc: Wilson, Mary Subject: RE: DSS Audit

Thanks - speak to you then.

________________________________

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Mon 3/23/2009 9:38 AM To: Diorio, Dena R.; Amy Gabig Cc: Wilson, Mary Subject: RE: DSS Audit

Amy Can you set up a conference call with Dena, Mary and myself for Thursday at 3:00 - please let everyone know the call in number and password. Thanks Eddie

________________________________

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Monday, March 23, 2009 8:19 AM To: Eddie Burke Cc: Wilson, Mary Subject: RE: DSS Audit

Good Morning Eddie - we are confirmed for Thursday afternoon at 3:00 to discuss the scope of the project. Do you have a dial-in number we can use?

________________________________

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Fri 3/20/2009 4:49 PM To: Diorio, Dena R. Subject: RE: DSS Audit

Done Have a great weekend Eddie

________________________________

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 4:33 PM To: Eddie Burke Subject: RE: DSS Audit

can you hold Thursday @ 3:00?

________________________________

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Fri 3/20/2009 3:23 PM To: Diorio, Dena R. Subject: RE: DSS Audit

________________________________

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 20, 2009 2:03 PM To: Eddie Burke Subject: DSS Audit

_____________________________________________________________________

Visit the CB&H Economic Recovery Resource Center at http://economy.cbh.com to stay informed about the challenges and opportunities available in a dynamic economy, as well as any implications of the recent stimulus bill on your business or personal situation * This email may include information that is confidential and/or subject to the accountant/client privilege. If the reader of this message is not the intended recipient, please notify us by reply email and then delete this message and destroy any copies. This transmission is not intended to and does not waive any privileges.

From: Murchison, Gail Sent: Monday, March 23, 2009 2:32 PM To: Diorio, Dena R. Cc: Greene, Shyry G. Subject: DSS Fund 9225

Dena, Attached is a summary memo drafted for DSS regarding Fund 9225. It was prepared in anticipation of our meeting with Mary and Angie, that now looks like it will be some time next week. I would appreciate your review and any comments or changes. We thought it might be sent ahead of the meeting, so the recommendations could be discussed when we meet. Gail From: Murchison, Gail Sent: Monday, March 23, 2009 2:32 PM To: Diorio, Dena R. Cc: Greene, Shyry G. Subject: DSS Fund 9225

Dena, Attached is a summary memo drafted for DSS regarding Fund 9225. It was prepared in anticipation of our meeting with Mary and Angie, that now looks like it will be some time next week. I would appreciate your review and any comments or changes. We thought it might be sent ahead of the meeting, so the recommendations could be discussed when we meet. Gail From: Murchison, Gail Sent: Tuesday, March 24, 2009 8:39 AM To: Diorio, Dena R.; Greene, Shyry G. Subject: RE: year-end memo

Dena, Attached is the Purchasing Memo with two additional changes in blue. One is simply to add the work budget to line item. and in the paragraph regarding PDs I added a sentence to indicate that no PDs for FY2009 will be encumbered after June 5, 2009. Gail

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:46 PM To: Murchison, Gail; Greene, Shyry G.; Diorio, Dena R. Subject: year-end memo

Gail/Shyry, Attached is a draft of the year-end memo that PSD normally sends out. I made some changes to reflect current budget restraints. I hope it will deter departments from buying a lot of junk if they know that they may need to justify the purchase to Finance. Let me know what you think Thanks and have a great weekend. Also - thanks for all of your work on the DSS stuff. It will make a big difference going forward. From: Murchison, Gail Sent: Tuesday, March 24, 2009 8:39 AM To: Diorio, Dena R.; Greene, Shyry G. Subject: RE: year-end memo

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:46 PM To: Murchison, Gail; Greene, Shyry G.; Diorio, Dena R. Subject: year-end memo

Gail/Shyry, Attached is a draft of the year-end memo that PSD normally sends out. I made some changes to reflect current budget restraints. I hope it will deter departments from buying a lot of junk if they know that they may need to justify the purchase to Finance. Let me know what you think Thanks and have a great weekend. Also - thanks for all of your work on the DSS stuff. It will make a big difference going forward. From: Diorio, Dena R. Sent: Tuesday, March 24, 2009 1:10 PM To: Yi, Hyong; Bryant, Michael Cc: Murchison, Gail; Greene, Shyry G. Subject: FW: year-end memo

We are finalizing the year-end memo to go out to depts. We are requesting that depts be sure they have sufficient funds in their budget line items before purchasing anything else this year. In prior years they only had to have money in the appropriation unit. We hope this change will result in fewer year-end purchases as depts will have to request budget adj before proceeding. Are you guys OK with this approach? It will mean more work for SOI staff. Any other comments on the memo are welcome.

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From: Murchison, Gail Sent: Tuesday, March 24, 2009 8:39 AM To: Diorio, Dena R.; Greene, Shyry G. Subject: RE: year-end memo

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:46 PM To: Murchison, Gail; Greene, Shyry G.; Diorio, Dena R. Subject: year-end memo

Gail/Shyry, Attached is a draft of the year-end memo that PSD normally sends out. I made some changes to reflect current budget restraints. I hope it will deter departments from buying a lot of junk if they know that they may need to justify the purchase to Finance. Let me know what you think Thanks and have a great weekend. Also - thanks for all of your work on the DSS stuff. It will make a big difference going forward. From: Diorio, Dena R. Sent: Tuesday, March 24, 2009 1:10 PM To: Yi, Hyong; Bryant, Michael Cc: Murchison, Gail; Greene, Shyry G. Subject: FW: year-end memo

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From: Murchison, Gail Sent: Tuesday, March 24, 2009 8:39 AM To: Diorio, Dena R.; Greene, Shyry G. Subject: RE: year-end memo

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:46 PM To: Murchison, Gail; Greene, Shyry G.; Diorio, Dena R. Subject: year-end memo

Gail/Shyry, Attached is a draft of the year-end memo that PSD normally sends out. I made some changes to reflect current budget restraints. I hope it will deter departments from buying a lot of junk if they know that they may need to justify the purchase to Finance. Let me know what you think Thanks and have a great weekend. Also - thanks for all of your work on the DSS stuff. It will make a big difference going forward. From: Wheeler, William Sent: Tuesday, March 24, 2009 3:32 PM To: Diorio, Dena R.; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: Meeting with the New DSS Finance Director

Good Afternoon, I am attempting to schedule a 2 hour meeting with each of you individually with Angela Hurlburt. Mrs. Hurlburt has assumed the role of Finance Director here at the Department of Social Services. If possible could each of you provide me with your availability for March 26th & 27th. Once I have that information, I can schedule Mrs. Hurlburt accordingly. If in providing this information you feel that your discussion will not require the allotted 2 hour time period, please indicate so in your response so that I may schedule the time accordingly. Thank you for your assistance. Sincerely William Wheeler Assistant to Mary Wilson, Director Mecklenburg County DSS Phone: 704-336-7973 "The Wise spend less time reveling in the knowledge of their strengths; and more time acknowledging their weaknesses" From: Yi, Hyong Sent: Tuesday, March 24, 2009 4:56 PM To: McGillicuddy, John Cc: Diorio, Dena R. Subject: State of the County 2009 March 2.doc

My edits are green. Dena's are blue (at least on my computer). By the way, your font size changes from 12 to 11 starting in the DSS section. From: Diorio, Dena R. To: Wheeler, William Sent: Wednesday, March 25, 2009 8:10 AM Subject: Read: Meeting with the New DSS Finance Director

From: Diorio, Dena R. Sent: Wednesday, March 25, 2009 8:12 AM To: Wheeler, William; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: RE: Meeting with the New DSS Finance Director

For the sake of efficiency, I believe that Gail and I can meet with Angela at the same time. Will you be providing an agenda or at least a list of topics that we need to review? Will anyone else be attending the meeting from DSS besides Angela? We need to know if we need to reserve a conf room. Thanks

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From: Wheeler, William Sent: Tuesday, March 24, 2009 3:32 PM To: Diorio, Dena R.; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: Meeting with the New DSS Finance Director

Good Afternoon, I am attempting to schedule a 2 hour meeting with each of you individually with Angela Hurlburt. Mrs. Hurlburt has assumed the role of Finance Director here at the Department of Social Services. If possible could each of you provide me with your availability for March 26th & 27th. Once I have that information, I can schedule Mrs. Hurlburt accordingly. If in providing this information you feel that your discussion will not require the allotted 2 hour time period, please indicate so in your response so that I may schedule the time accordingly. Thank you for your assistance. Sincerely William Wheeler Assistant to Mary Wilson, Director Mecklenburg County DSS Phone: 704-336-7973 "The Wise spend less time reveling in the knowledge of their strengths; and more time acknowledging their weaknesses" From: Wheeler, William Sent: Wednesday, March 25, 2009 8:49 AM To: Diorio, Dena R.; Murchison, Gail Subject: RE: Meeting with the New DSS Finance Director

Dena & Gail I believe this meeting is just to provide Angela with an introduction to county finance, the agenda will be driven by those she is meeting with. This is more of a meet and greet type request. Angela will be the only one attending this meeting as it is specifically being requested for her. If the discussion does not warrant the two hours requested then please feel free to advise me of the amount of time you will require and I will schedule accordingly. Angela currently is scheduled to meet with Hyong, Mike and Blake from 1:00-3:00 pm on the 27th. William Wheeler Assistant to Mary Wilson, Director Mecklenburg County DSS Phone: 704-336-7973 "The Wise spend less time reveling in the knowledge of their strengths; and more time acknowledging their weaknesses"

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From: Diorio, Dena R. Sent: Wednesday, March 25, 2009 8:12 AM To: Wheeler, William; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: RE: Meeting with the New DSS Finance Director

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From: Wheeler, William Sent: Tuesday, March 24, 2009 3:32 PM To: Diorio, Dena R.; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: Meeting with the New DSS Finance Director

Good Afternoon, I am attempting to schedule a 2 hour meeting with each of you individually with Angela Hurlburt. Mrs. Hurlburt has assumed the role of Finance Director here at the Department of Social Services. If possible could each of you provide me with your availability for March 26th & 27th. Once I have that information, I can schedule Mrs. Hurlburt accordingly. If in providing this information you feel that your discussion will not require the allotted 2 hour time period, please indicate so in your response so that I may schedule the time accordingly. Thank you for your assistance. Sincerely William Wheeler Assistant to Mary Wilson, Director Mecklenburg County DSS Phone: 704-336-7973 "The Wise spend less time reveling in the knowledge of their strengths; and more time acknowledging their weaknesses" From: Diorio, Dena R. Sent: Wednesday, March 25, 2009 8:53 AM To: Wheeler, William; Murchison, Gail Subject: RE: Meeting with the New DSS Finance Director

Mary is bringing Angela by at 3:00 on Thursday for a conf call we have scheduled. We will just do it then. Gail - is this OK with you?

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From: Wheeler, William Sent: Wednesday, March 25, 2009 8:49 AM To: Diorio, Dena R.; Murchison, Gail Subject: RE: Meeting with the New DSS Finance Director

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From: Diorio, Dena R. Sent: Wednesday, March 25, 2009 8:12 AM To: Wheeler, William; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: RE: Meeting with the New DSS Finance Director

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From: Wheeler, William Sent: Tuesday, March 24, 2009 3:32 PM To: Diorio, Dena R.; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: Meeting with the New DSS Finance Director

Good Afternoon, I am attempting to schedule a 2 hour meeting with each of you individually with Angela Hurlburt. Mrs. Hurlburt has assumed the role of Finance Director here at the Department of Social Services. If possible could each of you provide me with your availability for March 26th & 27th. Once I have that information, I can schedule Mrs. Hurlburt accordingly. If in providing this information you feel that your discussion will not require the allotted 2 hour time period, please indicate so in your response so that I may schedule the time accordingly. Thank you for your assistance. Sincerely William Wheeler Assistant to Mary Wilson, Director Mecklenburg County DSS Phone: 704-336-7973 "The Wise spend less time reveling in the knowledge of their strengths; and more time acknowledging their weaknesses" From: Murchison, Gail Sent: Wednesday, March 25, 2009 9:05 AM To: Diorio, Dena R. Subject: RE: Meeting with the New DSS Finance Director

Yes.

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From: Diorio, Dena R. Sent: Wednesday, March 25, 2009 8:53 AM To: Wheeler, William; Murchison, Gail Subject: RE: Meeting with the New DSS Finance Director

Mary is bringing Angela by at 3:00 on Thursday for a conf call we have scheduled. We will just do it then. Gail - is this OK with you?

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From: Wheeler, William Sent: Wednesday, March 25, 2009 8:49 AM To: Diorio, Dena R.; Murchison, Gail Subject: RE: Meeting with the New DSS Finance Director

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From: Diorio, Dena R. Sent: Wednesday, March 25, 2009 8:12 AM To: Wheeler, William; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: RE: Meeting with the New DSS Finance Director

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From: Wheeler, William Sent: Tuesday, March 24, 2009 3:32 PM To: Diorio, Dena R.; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: Meeting with the New DSS Finance Director

Good Afternoon, I am attempting to schedule a 2 hour meeting with each of you individually with Angela Hurlburt. Mrs. Hurlburt has assumed the role of Finance Director here at the Department of Social Services. If possible could each of you provide me with your availability for March 26th & 27th. Once I have that information, I can schedule Mrs. Hurlburt accordingly. If in providing this information you feel that your discussion will not require the allotted 2 hour time period, please indicate so in your response so that I may schedule the time accordingly. Thank you for your assistance. Sincerely William Wheeler Assistant to Mary Wilson, Director Mecklenburg County DSS Phone: 704-336-7973 "The Wise spend less time reveling in the knowledge of their strengths; and more time acknowledging their weaknesses" From: McGillicuddy, John Sent: Wednesday, March 25, 2009 9:36 AM To: 'Jennifer Watson Roberts' Cc: Diehl, Daniel; Diorio, Dena R.; Yi, Hyong Subject: RE: draft state of the county

PSI and DSS are pulling together the info below, and Danny will send this to you as soon as he receives it. Meanwhile, please see the tracked changes that came from Dena and Hyong. I also added some comments for your consideration after talking with Harry. Please let me know if you have any questions about these changes and comments. Thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887

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From: Jennifer Watson Roberts [mailto:mroberts5@carolina.rr.com] Sent: Tuesday, March 24, 2009 11:58 AM To: McGillicuddy, John Subject: RE: draft state of the county

All very helpful, one thing I did try to emphasize is that we are pulling together to pull through, facing tough times togetherÖ.you are right about re-defining our role and our partnerships.

What is MeckConnect ?

Jennifer Watson Roberts

Chairman, Mecklenburg County

Board of Commissioners

600 E. Fourth St. 11th Floor

Charlotte, NC 28202

(704) 336-2574

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From: McGillicuddy, John [mailto:John.McGillicuddy@mecklenburgcountync.gov] Sent: Tuesday, March 24, 2009 11:35 AM To: Jennifer Watson Roberts Subject: RE: draft state of the county

Jennifer: I am still waiting for the feedback from finance and budget on fact checking. I do see some items that need revision, but I'll provide all these changes at one time so it will be easier to make corrections.

I would like to offer some other content feedback in a more general way. I suspect you intend to hone the speech along these lines, so I offer these with the risk they may be redundant to your thinking (and hopefully not contrary to your thinking).

The first suggestion is to make it more clear what the central theme of the speech is, particularly being more specific about the "state" of the county. For example, I might contend that given what you have written so far that the theme is one about change and transition...that our county (community and organization) is undergoing and/or will continue to experience significant changes and transitions...and that we have the opportunity to direct this change in a positive way.

This is not necessarily a new "state" since we have been growing and change for years, but the nature of the changes are new. As you noted, we have significant (in numbers and perhaps in other ways) new leadership on the Board of County Commissioners, some new leadership on the Board of Education, will soon have a new mayor of Charlotte and other changes to the City Council. We have new leadership in the business sector (including new companies...Wells Fargo...GMAC) and relatively new leadership of the Charlotte Chamber. We are still growing in population so we are continuing to see changes in our residents (continuing to become more diverse). Recently, with the recession, we are seeing significant changes in the economic status of residents. You cite data about this in terms of unemployment, demand for social services, etc. There are many people in this community, like elsewhere in the country, who are afraid, hurting and maybe even angry at what is happening. We also are seeing it in the availability of tax revenues to pay for current services --- so this will lead to more change, perhaps redefining the services we provide (through collaboration, partnerships, or consolidation). One of the most visible changes for Mecklenburg County recently is the "debt diet" and the real prospect of limited capital funding over the next few years until we pay off existing debt. This would represent a major change.

Consistent with what we envision for MeckConnect (that is in the final planning stage), another change you suggest in your speech is finding new and better ways for the public to be involved in the governance of this community, in helping the Board make tough choices. The point here is that change is occurring and that we have the opportunity to redefine this community...enabling us to change for the better.

Again, you may be tracking along this line already, so hopefully this is not too redundant.

As I mentioned above, I'll get you any corrections as soon as possible. FYI: I also provided a hard copy of this to Harry, so he may provide some feedback to you as well. Thanks.

John McGillicuddy

General Manager

Mecklenburg County

600 East Fourth Street

Charlotte, NC 28202

704-336-2661

John.McGillicuddy@MecklenburgCountyNC.gov

fax: 704-336-5887

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From: Jennifer Watson Roberts [mailto:mroberts5@carolina.rr.com] Sent: Monday, March 23, 2009 1:34 PM To: McGillicuddy, John Subject: draft state of the county

John

This is a draft, I will be thinking about what I left out, what I spent too long on, etc as the week goes on. Please give me your feedback and especially double check my facts (budget numbers, percentages, etc) as most of the numbers came from the talking points that I was sent and from my memory. The word count is about the same as last year but I think I could tighten it a bit.

Thanks for your help.

Jennifer Watson Roberts

Chairman, Mecklenburg County

Board of Commissioners

600 E. Fourth St. 11th Floor

Charlotte, NC 28202

(704) 336-2574

From: Bryant, Michael Sent: Wednesday, March 25, 2009 10:04 AM To: Diorio, Dena R.; Yi, Hyong Cc: Murchison, Gail; Greene, Shyry G. Subject: RE: year-end memo

I like this change and it is worth the additional workload. Minor edits to the memo - 1) change budget analyst to management analyst 2)Bold statement regarding funds must be available in line item, and make it clear the process is changing from available funds in approp unit to line item 3) W/this group, consider an explanation for the change (i.e., 'cause Dena said so)smile Be certain to send me a final draft so that I can share w/our staff. thanks

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From: Diorio, Dena R. Sent: Tuesday, March 24, 2009 1:10 PM To: Yi, Hyong; Bryant, Michael Cc: Murchison, Gail; Greene, Shyry G. Subject: FW: year-end memo

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From: Murchison, Gail Sent: Tuesday, March 24, 2009 8:39 AM To: Diorio, Dena R.; Greene, Shyry G. Subject: RE: year-end memo

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:46 PM To: Murchison, Gail; Greene, Shyry G.; Diorio, Dena R. Subject: year-end memo

Gail/Shyry, Attached is a draft of the year-end memo that PSD normally sends out. I made some changes to reflect current budget restraints. I hope it will deter departments from buying a lot of junk if they know that they may need to justify the purchase to Finance. Let me know what you think Thanks and have a great weekend. Also - thanks for all of your work on the DSS stuff. It will make a big difference going forward. From: Bryant, Michael Sent: Wednesday, March 25, 2009 10:04 AM To: Diorio, Dena R.; Yi, Hyong Cc: Murchison, Gail; Greene, Shyry G. Subject: RE: year-end memo

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From: Diorio, Dena R. Sent: Tuesday, March 24, 2009 1:10 PM To: Yi, Hyong; Bryant, Michael Cc: Murchison, Gail; Greene, Shyry G. Subject: FW: year-end memo

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From: Murchison, Gail Sent: Tuesday, March 24, 2009 8:39 AM To: Diorio, Dena R.; Greene, Shyry G. Subject: RE: year-end memo

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:46 PM To: Murchison, Gail; Greene, Shyry G.; Diorio, Dena R. Subject: year-end memo

Gail/Shyry, Attached is a draft of the year-end memo that PSD normally sends out. I made some changes to reflect current budget restraints. I hope it will deter departments from buying a lot of junk if they know that they may need to justify the purchase to Finance. Let me know what you think Thanks and have a great weekend. Also - thanks for all of your work on the DSS stuff. It will make a big difference going forward. From: Diorio, Dena R. Sent: Wednesday, March 25, 2009 10:48 AM To: Bryant, Michael; Yi, Hyong Cc: Murchison, Gail; Greene, Shyry G. Subject: RE: year-end memo

Thanks - I'll make your changes and send you the final.

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From: Bryant, Michael Sent: Wednesday, March 25, 2009 10:04 AM To: Diorio, Dena R.; Yi, Hyong Cc: Murchison, Gail; Greene, Shyry G. Subject: RE: year-end memo

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From: Diorio, Dena R. Sent: Tuesday, March 24, 2009 1:10 PM To: Yi, Hyong; Bryant, Michael Cc: Murchison, Gail; Greene, Shyry G. Subject: FW: year-end memo

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From: Murchison, Gail Sent: Tuesday, March 24, 2009 8:39 AM To: Diorio, Dena R.; Greene, Shyry G. Subject: RE: year-end memo

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:46 PM To: Murchison, Gail; Greene, Shyry G.; Diorio, Dena R. Subject: year-end memo

Gail/Shyry, Attached is a draft of the year-end memo that PSD normally sends out. I made some changes to reflect current budget restraints. I hope it will deter departments from buying a lot of junk if they know that they may need to justify the purchase to Finance. Let me know what you think Thanks and have a great weekend. Also - thanks for all of your work on the DSS stuff. It will make a big difference going forward. From: Diorio, Dena R. Sent: Wednesday, March 25, 2009 10:48 AM To: Bryant, Michael; Yi, Hyong Cc: Murchison, Gail; Greene, Shyry G. Subject: RE: year-end memo

Thanks - I'll make your changes and send you the final.

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From: Bryant, Michael Sent: Wednesday, March 25, 2009 10:04 AM To: Diorio, Dena R.; Yi, Hyong Cc: Murchison, Gail; Greene, Shyry G. Subject: RE: year-end memo

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From: Diorio, Dena R. Sent: Tuesday, March 24, 2009 1:10 PM To: Yi, Hyong; Bryant, Michael Cc: Murchison, Gail; Greene, Shyry G. Subject: FW: year-end memo

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From: Murchison, Gail Sent: Tuesday, March 24, 2009 8:39 AM To: Diorio, Dena R.; Greene, Shyry G. Subject: RE: year-end memo

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From: Diorio, Dena R. Sent: Friday, March 20, 2009 4:46 PM To: Murchison, Gail; Greene, Shyry G.; Diorio, Dena R. Subject: year-end memo

Gail/Shyry, Attached is a draft of the year-end memo that PSD normally sends out. I made some changes to reflect current budget restraints. I hope it will deter departments from buying a lot of junk if they know that they may need to justify the purchase to Finance. Let me know what you think Thanks and have a great weekend. Also - thanks for all of your work on the DSS stuff. It will make a big difference going forward. From: Yi, Hyong Sent: Wednesday, March 25, 2009 10:49 AM To: Diorio, Dena R.; Wheeler, William; Murchison, Gail; Bryant, Michael; Hart, Blake Subject: RE: Meeting with the New DSS Finance Director

FYI, We scheduled the same sort of meeting with Mike and I for Friday 1-3 pm. If you're free (Dena, Gail), you're welcome to join us and we can have one big happy meeting. Hyong Yi Management and Budget Director Mecklenburg County, NC 704-336-6945 Hyong.Yi@MecklenburgCountyNC.gov

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From: Diorio, Dena R. Sent: Wednesday, March 25, 2009 8:12 AM To: Wheeler, William; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: RE: Meeting with the New DSS Finance Director

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From: Wheeler, William Sent: Tuesday, March 24, 2009 3:32 PM To: Diorio, Dena R.; Murchison, Gail; Yi, Hyong; Bryant, Michael; Hart, Blake Subject: Meeting with the New DSS Finance Director

Good Afternoon, I am attempting to schedule a 2 hour meeting with each of you individually with Angela Hurlburt. Mrs. Hurlburt has assumed the role of Finance Director here at the Department of Social Services. If possible could each of you provide me with your availability for March 26th & 27th. Once I have that information, I can schedule Mrs. Hurlburt accordingly. If in providing this information you feel that your discussion will not require the allotted 2 hour time period, please indicate so in your response so that I may schedule the time accordingly. Thank you for your assistance. Sincerely William Wheeler Assistant to Mary Wilson, Director Mecklenburg County DSS Phone: 704-336-7973 "The Wise spend less time reveling in the knowledge of their strengths; and more time acknowledging their weaknesses" From: Murchison, Gail Sent: Thursday, March 26, 2009 8:18 AM To: Ruppe, Karen Cc: Bryant, Michael; Diorio, Dena R.; Elmore, Kay Subject: RE: Year-end Memo

Karen, Please send the memos to the following County department business managers or directors: Ruth McNeil, Land Use and Environmental Services; Susan Uzzell, Health Department; Julie Daughtery, Area Mental Health; Amy Johnson, Department of Social Services; Rachel Vanhoy, Sheriff's Department; Erica Flowers, Human Resources; Erica Nesbitt, Information Technology; Sandra Youngblood, Real Estate Services; Allan Brown, Register of Deeds; Freda Murphy, Manager's Office; Stacy Lowry, Director of Community Services; and Neal Dixon, Tax Collector. Let me know if you have any questions. Everyone's email is first name.last name@MecklenburgCountyNC.gov Thanks for doing this so timely. Could I also ask for a copy of the final memo for our year-end files. Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov

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From: Ruppe, Karen [mailto:kruppe@ci.charlotte.nc.us] Sent: Wednesday, March 25, 2009 4:12 PM To: Diorio, Dena R.; Elmore, Kay Cc: Murchison, Gail; Bryant, Michael Subject: RE: Year-end Memo

Hi Dena,

Thanks for sending us your revisions and weíll issue this right away. We noticed you have copied the County Purchasing Representatives, which we donít find in the address book. Can you provide the list of County staff that are included in this group?

Thanks!

Karen

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Wednesday, March 25, 2009 1:30 PM To: Elmore, Kay; Ruppe, Karen Cc: Murchison, Gail; Bryant, Michael Subject: Year-end Memo

Attached is the memo with our revisions. Let me know if you have any questions

Dena R. Diorio Director of Finance Mecklenburg County 600 East Fourth Street Charlotte, North Carolina 28202 Dena.Diorio@mecklenburgcountync.gov 704-336-2228 (p) 704-336-2380 (f)

Please take the time to complete the Finance Departmentís Customer Service Survey here.

From: Murchison, Gail Sent: Thursday, March 26, 2009 8:35 AM To: Hurlburt, Angela; Johnson, Amy; Wilson, Mary Cc: Diorio, Dena R.; Jackson, Janice; McGillicuddy, John; Lancaster, Michelle; Jones, Harry L. Subject: DSS Fund 9225

Good morning to everyone. The attached memo outlines the situation regarding DSS expenditures that were processed and the checks written at DSS. All of these expenditures were recorded to the County's general ledger in Fund 9225. Also provided in the memo are the current actions and next steps to appropriately handle and record expenditures on a go-forward basis. Please review the memo carefully. Finance wants the transition to the procedures outlined to be as seamless as possible, and we appreciate the assistance of Amy Johnson and Awilda Brooks in helping to make the payment process changes work. I would be glad to answer any questions you may have after reading the memo. Thank you, Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Murchison, Gail Sent: Thursday, March 26, 2009 8:35 AM To: Hurlburt, Angela; Johnson, Amy; Wilson, Mary Cc: Diorio, Dena R.; Jackson, Janice; McGillicuddy, John; Lancaster, Michelle; Jones, Harry L. Subject: DSS Fund 9225

Good morning to everyone. The attached memo outlines the situation regarding DSS expenditures that were processed and the checks written at DSS. All of these expenditures were recorded to the County's general ledger in Fund 9225. Also provided in the memo are the current actions and next steps to appropriately handle and record expenditures on a go-forward basis. Please review the memo carefully. Finance wants the transition to the procedures outlined to be as seamless as possible, and we appreciate the assistance of Amy Johnson and Awilda Brooks in helping to make the payment process changes work. I would be glad to answer any questions you may have after reading the memo. Thank you, Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Thursday, March 26, 2009 4:37 PM To: Wilson, Mary; Hurlburt, Angela; Murchison, Gail Cc: McGillicuddy, John; Diehl, Daniel Subject: DSS Audit

I just got off the phone with Eddie & Colin - Based on what we told them, they believe that the audit will require about 250 hours of work at a price of $40,000 - $50,000. Obviously this is an estimate and the number of hours may change depending on what they find. They are putting a project plan together which I will get tomorrow afternoon. They are prepared to start Tuesday afternoon at 2:00 with a kick-off meeting. The meeting should include all of us as well as the DSS Finance Staff to begin discussing what will take place. We should probably meet at DSS - Mary/Angela - will you get us a conference room down there? Mary - I know you are working with Danny on a press release, so we should probably get that done pretty quick since we are ready to get started. Thanks - Let me know if you have any questions.

Dena R. Diorio Director of Finance Mecklenburg County 600 East Fourth Street Charlotte, North Carolina 28202 Dena.Diorio@mecklenburgcountync.gov 704-336-2228 (p) 704-336-2380 (f)

Please take the time to complete the Finance Departmentís Customer Service Survey here.

Subject: DSS Audit Location: DSS - Kurault

Start: Tue 3/31/2009 2:00 PM End: Tue 3/31/2009 4:00 PM Show Time As: Tentative

Recurrence: (none)

Meeting Status: Not yet responded

Required Attendees: Wilson, Mary; Hurlburt, Angela; Murchison, Gail

Subject: DSS Audit Location: DSS - Kurault

Start: Tue 3/31/2009 2:00 PM End: Tue 3/31/2009 4:00 PM Show Time As: Tentative

Recurrence: (none)

Meeting Status: Not yet responded

Required Attendees: Wilson, Mary; Hurlburt, Angela; Murchison, Gail

From: Foxx, Samara Sent: Thursday, March 26, 2009 4:42 PM To: Diorio, Dena R.; Hurlburt, Angela Subject: RE: Policy

Thank you! Samara Foxx, Esq. Director, Business Affairs Division Department of Social Services 301 Billingsley Rd. Charlotte, NC 28211 Office: 704-353-0688 Fax: 704-336-3361

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From: Diorio, Dena R. Sent: Thursday, March 26, 2009 4:42 PM To: Hurlburt, Angela; Foxx, Samara Subject: Policy

Attached is draft procurement policy. Meeting is scheduled for April 1- 11:00 - 9th floor CMGC

Dena R. Diorio Director of Finance Mecklenburg County 600 East Fourth Street Charlotte, North Carolina 28202 Dena.Diorio@mecklenburgcountync.gov 704-336-2228 (p) 704-336-2380 (f)

Please take the time to complete the Finance Departmentís Customer Service Survey here.

From: Diehl, Daniel Sent: Thursday, March 26, 2009 4:56 PM To: Diorio, Dena R.; Wilson, Mary; Hurlburt, Angela; Murchison, Gail Cc: McGillicuddy, John Subject: Re: DSS Audit

I am planniing to meet with Mary tomorrow morning at the SOC speech to get her input. Dena, if you have some of the nuts and bolts of how it will work, what you are looking for, etc., that would be helpful as well.

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From: Diorio, Dena R. To: Wilson, Mary; Hurlburt, Angela; Murchison, Gail Cc: McGillicuddy, John; Diehl, Daniel Sent: Thu Mar 26 16:37:14 2009 Subject: DSS Audit

Dena R. Diorio Director of Finance Mecklenburg County 600 East Fourth Street Charlotte, North Carolina 28202 Dena.Diorio@mecklenburgcountync.gov 704-336-2228 (p) 704-336-2380 (f)

Please take the time to complete the Finance Departmentís Customer Service Survey here.

From: Murchison, Gail Sent: Thursday, March 26, 2009 5:03 PM To: Diorio, Dena R. Subject: Accepted: DSS Audit

From: Murchison, Gail Sent: Thursday, March 26, 2009 5:03 PM To: Bailey, Carolyn Subject: Accepted: DSS Audit

From: Diorio, Dena R. Sent: Friday, March 27, 2009 7:22 AM To: Diehl, Daniel; Wilson, Mary; Hurlburt, Angela; Murchison, Gail Cc: McGillicuddy, John Subject: RE: DSS Audit

OK -

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From: Diehl, Daniel Sent: Thursday, March 26, 2009 4:56 PM To: Diorio, Dena R.; Wilson, Mary; Hurlburt, Angela; Murchison, Gail Cc: McGillicuddy, John Subject: Re: DSS Audit

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From: Diorio, Dena R. To: Wilson, Mary; Hurlburt, Angela; Murchison, Gail Cc: McGillicuddy, John; Diehl, Daniel Sent: Thu Mar 26 16:37:14 2009 Subject: DSS Audit

Dena R. Diorio Director of Finance Mecklenburg County 600 East Fourth Street Charlotte, North Carolina 28202 Dena.Diorio@mecklenburgcountync.gov 704-336-2228 (p) 704-336-2380 (f)

Please take the time to complete the Finance Departmentís Customer Service Survey here.

From: McGillicuddy, John Sent: Friday, March 27, 2009 8:00 AM To: Murchison, Gail Cc: Diorio, Dena R.; Jackson, Janice; Lancaster, Michelle; Hurlburt, Angela; Johnson, Amy; Wilson, Mary; Diehl, Daniel Subject: RE: DSS Fund 9225

Gail: Thanks for this work and this communication. I don't expect a response to the following notion; I'm just putting it on the table, perhaps for consideration by the outside auditor: As you know, PSI manages a resource development service on behalf of multiple departments, most notably Park and Recreation. Brian Gott in PSI oversees this service that seeks and secures sponsorships, underwriting and other donations to pay for or defray costs for county services. It may be useful for the auditors to be aware of this service and function within the county, if the auditors recommend that donation solicitation for DSS clients, etc. be separate from DSS management for fiscal control purposes. I'm not necessarily advocating this; I just want it be known to the auditors in case this question arises. This also may be something Mary and Danny wish to discuss in terms of collaboration, etc. regardless of the auditor recommendations. Thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887

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Good morning to everyone. The attached memo outlines the situation regarding DSS expenditures that were processed and the checks written at DSS. All of these expenditures were recorded to the County's general ledger in Fund 9225. Also provided in the memo are the current actions and next steps to appropriately handle and record expenditures on a go-forward basis. Please review the memo carefully. Finance wants the transition to the procedures outlined to be as seamless as possible, and we appreciate the assistance of Amy Johnson and Awilda Brooks in helping to make the payment process changes work. I would be glad to answer any questions you may have after reading the memo. Thank you, Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: McGillicuddy, John Sent: Friday, March 27, 2009 8:00 AM To: Murchison, Gail Cc: Diorio, Dena R.; Jackson, Janice; Lancaster, Michelle; Hurlburt, Angela; Johnson, Amy; Wilson, Mary; Diehl, Daniel Subject: RE: DSS Fund 9225

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Good morning to everyone. The attached memo outlines the situation regarding DSS expenditures that were processed and the checks written at DSS. All of these expenditures were recorded to the County's general ledger in Fund 9225. Also provided in the memo are the current actions and next steps to appropriately handle and record expenditures on a go-forward basis. Please review the memo carefully. Finance wants the transition to the procedures outlined to be as seamless as possible, and we appreciate the assistance of Amy Johnson and Awilda Brooks in helping to make the payment process changes work. I would be glad to answer any questions you may have after reading the memo. Thank you, Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Murchison, Gail Sent: Friday, March 27, 2009 8:02 AM To: McGillicuddy, John Cc: Diorio, Dena R.; Jackson, Janice; Lancaster, Michelle; Hurlburt, Angela; Johnson, Amy; Wilson, Mary; Diehl, Daniel Subject: RE: DSS Fund 9225

Thanks, John. I will keep this information for the auditors. Gail

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Good morning to everyone. The attached memo outlines the situation regarding DSS expenditures that were processed and the checks written at DSS. All of these expenditures were recorded to the County's general ledger in Fund 9225. Also provided in the memo are the current actions and next steps to appropriately handle and record expenditures on a go-forward basis. Please review the memo carefully. Finance wants the transition to the procedures outlined to be as seamless as possible, and we appreciate the assistance of Amy Johnson and Awilda Brooks in helping to make the payment process changes work. I would be glad to answer any questions you may have after reading the memo. Thank you, Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Murchison, Gail Sent: Friday, March 27, 2009 8:02 AM To: McGillicuddy, John Cc: Diorio, Dena R.; Jackson, Janice; Lancaster, Michelle; Hurlburt, Angela; Johnson, Amy; Wilson, Mary; Diehl, Daniel Subject: RE: DSS Fund 9225

Thanks, John. I will keep this information for the auditors. Gail

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Good morning to everyone. The attached memo outlines the situation regarding DSS expenditures that were processed and the checks written at DSS. All of these expenditures were recorded to the County's general ledger in Fund 9225. Also provided in the memo are the current actions and next steps to appropriately handle and record expenditures on a go-forward basis. Please review the memo carefully. Finance wants the transition to the procedures outlined to be as seamless as possible, and we appreciate the assistance of Amy Johnson and Awilda Brooks in helping to make the payment process changes work. I would be glad to answer any questions you may have after reading the memo. Thank you, Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Collin Hill [chill@cbh.com] Sent: Friday, March 27, 2009 8:36 AM To: Diorio, Dena R.; Murchison, Gail Subject: Next Week's Meeting

Is the meeting already set up for Tuesday afternoon? If not, would you be opposed to making it Wednesday afternoon (3ish). If it is already set, we will do Tuesday.

The engagement letter should follow later this morning.

Is there an org. chart that is specific to DSS? Is there some type of DSS directory that details the locations and the departments/services at DSS each location? Also, is it possible to get a data dump of transactions for the "Good Friends Fund" from 7/1/07 to now?

Sorry for the barrage of questions, but trying to get a game plan set on our end.

Thanks,

Collin G. Hill Manager

Cherry, Bekaert & Holland, L.L.P. 2626 Glenwood Avenue - Suite 300 Raleigh, NC 27608 919.782.1040 phone 919.719.4398 direct 919.783.0976 fax 336.880.0747 mobile chill@cbh.com

Solutions.Character.Depth. The Firm of Choice. www.cbh.com

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From: Wilson, Mary Sent: Friday, March 27, 2009 8:36 AM To: McGillicuddy, John; Murchison, Gail Cc: Diorio, Dena R.; Jackson, Janice; Lancaster, Michelle; Hurlburt, Angela; Johnson, Amy; Diehl, Daniel Subject: Re: DSS Fund 9225

I think that's a great idea. I actually don't like the idea of "government" soliciting the public...just my personal belief.

Danny, let's discuss how to do this going forward.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: McGillicuddy, John To: Murchison, Gail Cc: Diorio, Dena R.; Jackson, Janice; Lancaster, Michelle; Hurlburt, Angela; Johnson, Amy; Wilson, Mary; Diehl, Daniel Sent: Fri Mar 27 07:59:42 2009 Subject: RE: DSS Fund 9225

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Good morning to everyone. The attached memo outlines the situation regarding DSS expenditures that were processed and the checks written at DSS. All of these expenditures were recorded to the County's general ledger in Fund 9225. Also provided in the memo are the current actions and next steps to appropriately handle and record expenditures on a go-forward basis. Please review the memo carefully. Finance wants the transition to the procedures outlined to be as seamless as possible, and we appreciate the assistance of Amy Johnson and Awilda Brooks in helping to make the payment process changes work. I would be glad to answer any questions you may have after reading the memo. Thank you, Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Wilson, Mary Sent: Friday, March 27, 2009 8:36 AM To: McGillicuddy, John; Murchison, Gail Cc: Diorio, Dena R.; Jackson, Janice; Lancaster, Michelle; Hurlburt, Angela; Johnson, Amy; Diehl, Daniel Subject: Re: DSS Fund 9225

I think that's a great idea. I actually don't like the idea of "government" soliciting the public...just my personal belief.

Danny, let's discuss how to do this going forward.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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Good morning to everyone. The attached memo outlines the situation regarding DSS expenditures that were processed and the checks written at DSS. All of these expenditures were recorded to the County's general ledger in Fund 9225. Also provided in the memo are the current actions and next steps to appropriately handle and record expenditures on a go-forward basis. Please review the memo carefully. Finance wants the transition to the procedures outlined to be as seamless as possible, and we appreciate the assistance of Amy Johnson and Awilda Brooks in helping to make the payment process changes work. I would be glad to answer any questions you may have after reading the memo. Thank you, Gail Gail Murchison Deputy Director of Finance Mecklenburg County, NC 704-336-2690 Gail.Murchison@MecklenburgCountyNC.gov From: Diorio, Dena R. Sent: Friday, March 27, 2009 8:38 AM To: 'Collin Hill'; Murchison, Gail Subject: RE: Next Week's Meeting

I am available from 8:30-10:30 AM on Wed. - Will that work? - I will also have to check DSS availability- Gail will get you the remaining items that you have asked for.

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From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 8:36 AM To: Diorio, Dena R.; Murchison, Gail Subject: Next Week's Meeting

Is the meeting already set up for Tuesday afternoon? If not, would you be opposed to making it Wednesday afternoon (3ish). If it is already set, we will do Tuesday.

The engagement letter should follow later this morning.

Sorry for the barrage of questions, but trying to get a game plan set on our end.

Thanks,

Collin G. Hill Manager

Cherry, Bekaert & Holland, L.L.P. 2626 Glenwood Avenue - Suite 300 Raleigh, NC 27608 919.782.1040 phone 919.719.4398 direct 919.783.0976 fax 336.880.0747 mobile chill@cbh.com

Solutions.Character.Depth. The Firm of Choice. www.cbh.com

_____________________________________________________________________

From: Murchison, Gail Sent: Friday, March 27, 2009 8:45 AM To: 'Collin Hill'; Diorio, Dena R. Subject: RE: Next Week's Meeting

Hi Collin, Wednesday morning is fine with me. What I plan to have for CBH when you arrive is the Chart of Accounts for the Balance Sheet and the Unit (Org) Chart for DSS, which is actually just a subset of the full County chart of accounts, copies of the General Ledger for Fund 9225 and the related General Fund Units. Good Friends expenditures are in one unit within Fund 9225. Would you prefer to have Chris send the expenditures as an electronic file? We can get you a list of DSS locations and services at each location. Gail

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From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 8:36 AM To: Diorio, Dena R.; Murchison, Gail Subject: Next Week's Meeting

Is the meeting already set up for Tuesday afternoon? If not, would you be opposed to making it Wednesday afternoon (3ish). If it is already set, we will do Tuesday.

The engagement letter should follow later this morning.

Sorry for the barrage of questions, but trying to get a game plan set on our end.

Thanks,

Collin G. Hill Manager

Cherry, Bekaert & Holland, L.L.P. 2626 Glenwood Avenue - Suite 300 Raleigh, NC 27608 919.782.1040 phone 919.719.4398 direct 919.783.0976 fax 336.880.0747 mobile chill@cbh.com

Solutions.Character.Depth. The Firm of Choice. www.cbh.com

_____________________________________________________________________

From: Collin Hill [chill@cbh.com] Sent: Friday, March 27, 2009 8:52 AM To: Murchison, Gail; Diorio, Dena R. Subject: RE: Next Week's Meeting

I have a meeting in Raleigh from 9 to 10 on Wednesday morning, so it looks like it may need to be Tuesday if Wednesday afternoon doesn't work.

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From: Murchison, Gail [mailto:Gail.Murchison@mecklenburgcountync.gov] Sent: Friday, March 27, 2009 8:45 AM To: Collin Hill; Diorio, Dena R. Subject: RE: Next Week's Meeting

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From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 8:36 AM To: Diorio, Dena R.; Murchison, Gail Subject: Next Week's Meeting

Is the meeting already set up for Tuesday afternoon? If not, would you be opposed to making it Wednesday afternoon (3ish). If it is already set, we will do Tuesday.

The engagement letter should follow later this morning.

Sorry for the barrage of questions, but trying to get a game plan set on our end.

Thanks,

Collin G. Hill Manager

Cherry, Bekaert & Holland, L.L.P. 2626 Glenwood Avenue - Suite 300 Raleigh, NC 27608 919.782.1040 phone 919.719.4398 direct 919.783.0976 fax 336.880.0747 mobile chill@cbh.com

Solutions.Character.Depth. The Firm of Choice. www.cbh.com

_____________________________________________________________________

From: Diorio, Dena R. Sent: Friday, March 27, 2009 8:57 AM To: 'Collin Hill'; Murchison, Gail Subject: RE: Next Week's Meeting

Ok - we will keep it for Tuesday

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From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 8:52 AM To: Murchison, Gail; Diorio, Dena R. Subject: RE: Next Week's Meeting

I have a meeting in Raleigh from 9 to 10 on Wednesday morning, so it looks like it may need to be Tuesday if Wednesday afternoon doesn't work.

_____

From: Murchison, Gail [mailto:Gail.Murchison@mecklenburgcountync.gov] Sent: Friday, March 27, 2009 8:45 AM To: Collin Hill; Diorio, Dena R. Subject: RE: Next Week's Meeting

_____

From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 8:36 AM To: Diorio, Dena R.; Murchison, Gail Subject: Next Week's Meeting

Is the meeting already set up for Tuesday afternoon? If not, would you be opposed to making it Wednesday afternoon (3ish). If it is already set, we will do Tuesday.

The engagement letter should follow later this morning.

Sorry for the barrage of questions, but trying to get a game plan set on our end.

Thanks,

Collin G. Hill Manager

Cherry, Bekaert & Holland, L.L.P. 2626 Glenwood Avenue - Suite 300 Raleigh, NC 27608 919.782.1040 phone 919.719.4398 direct 919.783.0976 fax 336.880.0747 mobile chill@cbh.com

Solutions.Character.Depth. The Firm of Choice. www.cbh.com

_____________________________________________________________________

From: Collin Hill [chill@cbh.com] Sent: Friday, March 27, 2009 9:23 AM To: Diorio, Dena R.; Murchison, Gail Subject: RE: Next Week's Meeting

OK. Just let us know as to the time. Thanks.

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 27, 2009 8:57 AM To: Collin Hill; Murchison, Gail Subject: RE: Next Week's Meeting

Ok - we will keep it for Tuesday

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From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 8:52 AM To: Murchison, Gail; Diorio, Dena R. Subject: RE: Next Week's Meeting

I have a meeting in Raleigh from 9 to 10 on Wednesday morning, so it looks like it may need to be Tuesday if Wednesday afternoon doesn't work.

_____

From: Murchison, Gail [mailto:Gail.Murchison@mecklenburgcountync.gov] Sent: Friday, March 27, 2009 8:45 AM To: Collin Hill; Diorio, Dena R. Subject: RE: Next Week's Meeting

_____

From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 8:36 AM To: Diorio, Dena R.; Murchison, Gail Subject: Next Week's Meeting

Is the meeting already set up for Tuesday afternoon? If not, would you be opposed to making it Wednesday afternoon (3ish). If it is already set, we will do Tuesday.

The engagement letter should follow later this morning.

Sorry for the barrage of questions, but trying to get a game plan set on our end.

Thanks,

Collin G. Hill Manager

Cherry, Bekaert & Holland, L.L.P. 2626 Glenwood Avenue - Suite 300 Raleigh, NC 27608 919.782.1040 phone 919.719.4398 direct 919.783.0976 fax 336.880.0747 mobile chill@cbh.com

Solutions.Character.Depth. The Firm of Choice. www.cbh.com

_____________________________________________________________________

From: Diorio, Dena R. Sent: Friday, March 27, 2009 9:23 AM To: 'Collin Hill'; Murchison, Gail Subject: RE: Next Week's Meeting

2:00 at DSS's Office -

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From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 9:23 AM To: Diorio, Dena R.; Murchison, Gail Subject: RE: Next Week's Meeting

OK. Just let us know as to the time. Thanks.

_____

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 27, 2009 8:57 AM To: Collin Hill; Murchison, Gail Subject: RE: Next Week's Meeting

Ok - we will keep it for Tuesday

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From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 8:52 AM To: Murchison, Gail; Diorio, Dena R. Subject: RE: Next Week's Meeting

I have a meeting in Raleigh from 9 to 10 on Wednesday morning, so it looks like it may need to be Tuesday if Wednesday afternoon doesn't work.

_____

From: Murchison, Gail [mailto:Gail.Murchison@mecklenburgcountync.gov] Sent: Friday, March 27, 2009 8:45 AM To: Collin Hill; Diorio, Dena R. Subject: RE: Next Week's Meeting

_____

From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 8:36 AM To: Diorio, Dena R.; Murchison, Gail Subject: Next Week's Meeting

Is the meeting already set up for Tuesday afternoon? If not, would you be opposed to making it Wednesday afternoon (3ish). If it is already set, we will do Tuesday.

The engagement letter should follow later this morning.

Sorry for the barrage of questions, but trying to get a game plan set on our end.

Thanks,

Collin G. Hill Manager

Cherry, Bekaert & Holland, L.L.P. 2626 Glenwood Avenue - Suite 300 Raleigh, NC 27608 919.782.1040 phone 919.719.4398 direct 919.783.0976 fax 336.880.0747 mobile chill@cbh.com

Solutions.Character.Depth. The Firm of Choice. www.cbh.com

_____________________________________________________________________

From: Collin Hill [chill@cbh.com] Sent: Friday, March 27, 2009 1:34 PM To: Diorio, Dena R.; Murchison, Gail Subject: RE: Next Week's Meeting

I have a meeting in Raleigh from 9 to 10 on Wednesday. We will stick to Tuesday afternoon if that still works for you all.

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From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Friday, March 27, 2009 8:38 AM To: Collin Hill; Murchison, Gail Subject: RE: Next Week's Meeting

I am available from 8:30-10:30 AM on Wed. - Will that work? - I will also have to check DSS availability- Gail will get you the remaining items that you have asked for.

_____

From: Collin Hill [mailto:chill@cbh.com] Sent: Friday, March 27, 2009 8:36 AM To: Diorio, Dena R.; Murchison, Gail Subject: Next Week's Meeting

Is the meeting already set up for Tuesday afternoon? If not, would you be opposed to making it Wednesday afternoon (3ish). If it is already set, we will do Tuesday.

The engagement letter should follow later this morning.

Sorry for the barrage of questions, but trying to get a game plan set on our end.

Thanks,

Collin G. Hill Manager

Cherry, Bekaert & Holland, L.L.P. 2626 Glenwood Avenue - Suite 300 Raleigh, NC 27608 919.782.1040 phone 919.719.4398 direct 919.783.0976 fax 336.880.0747 mobile chill@cbh.com

Solutions.Character.Depth. The Firm of Choice. www.cbh.com

_____________________________________________________________________

From: Hurlburt, Angela Sent: Friday, March 27, 2009 2:37 PM To: Diorio, Dena R. Subject: Accepted: DSS Audit

From: Hurlburt, Angela Sent: Friday, March 27, 2009 2:37 PM To: Bailey, Carolyn Subject: Accepted: DSS Audit

From: Diorio, Dena R. Sent: Friday, March 27, 2009 3:00 PM To: Hurlburt, Angela Subject: RE: DSS Audit

Just confirming that you have a conf room for us.

>_____________________________________________ >From: Hurlburt, Angela >Sent: Friday, March 27, 2009 2:37 PM >To: Diorio, Dena R. >Subject: Accepted: DSS Audit >When: Tuesday, March 31, 2009 2:00 PM-4:00 PM (GMT-05:00) Eastern Time (US & Canada). >Where: DSS - Kurault > > From: Hurlburt, Angela Sent: Friday, March 27, 2009 3:00 PM To: Diorio, Dena R. Subject: RE: DSS Audit

Hi Dena,

It should be the Executive Conference Room here on the 3rd floor. I have William reserving it today.

Thanks!

Angie Hurlburt Division Director - Finance Department of Social Services 301 Billingsley Rd. Charlotte, NC 28211 Office: 704-353-1773 angela.hurlburt@mecklenburgcountync.gov

>_____________________________________________ >From: Diorio, Dena R. >Sent: Friday, March 27, 2009 3:00 PM >To: Hurlburt, Angela >Subject: RE: DSS Audit > >Just confirming that you have a conf room for us. > >_____________________________________________ >From: Hurlburt, Angela >Sent: Friday, March 27, 2009 2:37 PM >To: Diorio, Dena R. >Subject: Accepted: DSS Audit >When: Tuesday, March 31, 2009 2:00 PM-4:00 PM (GMT-05:00) Eastern Time (US & Canada). >Where: DSS - Kurault > > Subject: FW: DSS Audit Location: DSS - Kurault

Start: Tue 3/31/2009 2:00 PM End: Tue 3/31/2009 4:00 PM Show Time As: Tentative

Recurrence: (none)

Meeting Status: Not yet responded

From: Hurlburt, Angela Sent: Friday, March 27, 2009 3:15 PM To: Diorio, Dena R. Subject: RE: DSS Audit

3rd Floor Executive Conference Room is confirmed.

Thanks!

Angie Hurlburt Division Director - Finance Department of Social Services 301 Billingsley Rd. Charlotte, NC 28211 Office: 704-353-1773 angela.hurlburt@mecklenburgcountync.gov

I made some other minor changes. From: Johnson, Amy Sent: Friday, March 27, 2009 3:18 PM To: Diorio, Dena R. Subject: Accepted: FW: DSS Audit

From: Johnson, Amy Sent: Friday, March 27, 2009 3:18 PM To: Bailey, Carolyn Subject: Accepted: FW: DSS Audit

From: Diorio, Dena R. Sent: Friday, March 27, 2009 3:22 PM To: Hurlburt, Angela Subject: RE: DSS Audit

Thank you.

>_____________________________________________ >From: Hurlburt, Angela >Sent: Friday, March 27, 2009 3:15 PM >To: Diorio, Dena R. >Subject: RE: DSS Audit > >3rd Floor Executive Conference Room is confirmed. > >Thanks! > >Angie Hurlburt >Division Director - Finance >Department of Social Services >301 Billingsley Rd. >Charlotte, NC 28211 >Office: 704-353-1773 >angela.hurlburt@mecklenburgcountync.gov > > >_____________________________________________ >From: Diorio, Dena R. >Sent: Friday, March 27, 2009 3:00 PM >To: Hurlburt, Angela >Subject: RE: DSS Audit > >Just confirming that you have a conf room for us. > >_____________________________________________ >From: Hurlburt, Angela >Sent: Friday, March 27, 2009 2:37 PM >To: Diorio, Dena R. >Subject: Accepted: DSS Audit >When: Tuesday, March 31, 2009 2:00 PM-4:00 PM (GMT-05:00) Eastern Time (US & Canada). >Where: DSS - Kurault > > From: Diehl, Daniel Sent: Friday, March 27, 2009 3:26 PM To: Diorio, Dena R. Subject: Re: dssfiscalcontrol33109.doc

Thx

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From: Diorio, Dena R. To: Diehl, Daniel Sent: Fri Mar 27 15:15:33 2009 Subject: dssfiscalcontrol33109.doc

I made some other minor changes. From: Wheeler, William on behalf of Wilson, Mary Sent: Friday, March 27, 2009 4:49 PM To: Diorio, Dena R. Subject: Accepted: DSS Audit

From: Wheeler, William on behalf of Wilson, Mary Sent: Friday, March 27, 2009 4:49 PM To: Bailey, Carolyn Subject: Accepted: DSS Audit

From: Wilson, Mary Sent: Friday, March 27, 2009 7:41 PM To: Diorio, Dena R. Subject: Accepted: DSS Audit

From: Wilson, Mary Sent: Friday, March 27, 2009 7:41 PM To: Bailey, Carolyn Subject: Accepted: DSS Audit

From: Ruppe, Karen [kruppe@ci.charlotte.nc.us] Sent: Monday, March 30, 2009 7:37 AM To: Murchison, Gail Cc: Bryant, Michael; Diorio, Dena R.; Elmore, Kay Subject: RE: Year-end Memo

Gail,

We wanted to ensure the memo reached the correct County staff, so thank you for providing the update. Weíll be sending this memo out today.

Thanks again,

Karen

From: Murchison, Gail [mailto:Gail.Murchison@mecklenburgcountync.gov] Sent: Thursday, March 26, 2009 8:18 AM To: Ruppe, Karen Cc: Bryant, Michael; Diorio, Dena R.; Elmore, Kay Subject: RE: Year-end Memo

Karen,

Please send the memos to the following County department business managers or directors: Ruth McNeil, Land Use and Environmental Services; Susan Uzzell, Health Department; Julie Daughtery, Area Mental Health; Amy Johnson, Department of Social Services; Rachel Vanhoy, Sheriff's Department; Erica Flowers, Human Resources; Erica Nesbitt, Information Technology; Sandra Youngblood, Real Estate Services; Allan Brown, Register of Deeds; Freda Murphy, Manager's Office; Stacy Lowry, Director of Community Services; and Neal Dixon, Tax Collector.

Let me know if you have any questions. Everyone's email is first name.last name@MecklenburgCountyNC.gov

Thanks for doing this so timely. Could I also ask for a copy of the final memo for our year-end files.

Gail

Gail Murchison

Deputy Director of Finance

Mecklenburg County, NC

704-336-2690

Gail.Murchison@MecklenburgCountyNC.gov

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From: Ruppe, Karen [mailto:kruppe@ci.charlotte.nc.us] Sent: Wednesday, March 25, 2009 4:12 PM To: Diorio, Dena R.; Elmore, Kay Cc: Murchison, Gail; Bryant, Michael Subject: RE: Year-end Memo

Hi Dena,

Thanks!

Karen

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Wednesday, March 25, 2009 1:30 PM To: Elmore, Kay; Ruppe, Karen Cc: Murchison, Gail; Bryant, Michael Subject: Year-end Memo

Attached is the memo with our revisions. Let me know if you have any questions

Dena R. Diorio Director of Finance Mecklenburg County 600 East Fourth Street Charlotte, North Carolina 28202 Dena.Diorio@mecklenburgcountync.gov 704-336-2228 (p) 704-336-2380 (f)

Please take the time to complete the Finance Departmentís Customer Service Survey here.

From: Diorio, Dena R. Sent: Monday, March 30, 2009 9:22 AM To: McGillicuddy, John Subject: FW: Engagement Letter

John - attached is the engagement letter for the DSS audit. Will you sign on behalf of the County?

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Friday, March 27, 2009 4:18 PM To: Diorio, Dena R. Cc: Collin Hill; Chris Silvey Subject: Engagement Letter

Dena

Attached is the engagement letter that I promised. Have a great weekend.

Eddie

_____________________________________________________________________

From: McGillicuddy, John Sent: Monday, March 30, 2009 10:20 AM To: Diorio, Dena R. Subject: RE: Engagement Letter

I will be able to sign. Can you make sure legal gets a look at it before we sign. I don't forsee any problems but let's make sure (I suggest hand carrying it to tyrone). Also, does Mary understand the DSS is paying for this? John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887

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From: Diorio, Dena R. Sent: Monday, March 30, 2009 9:22 AM To: McGillicuddy, John Subject: FW: Engagement Letter

John - attached is the engagement letter for the DSS audit. Will you sign on behalf of the County?

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From: Eddie Burke [mailto:eburke@cbh.com] Sent: Friday, March 27, 2009 4:18 PM To: Diorio, Dena R. Cc: Collin Hill; Chris Silvey Subject: Engagement Letter

Dena

Attached is the engagement letter that I promised. Have a great weekend.

Eddie

_____________________________________________________________________

From: Diehl, Daniel Sent: Monday, March 30, 2009 10:47 AM To: Wilson, Mary Cc: Christenbury, Rick; Diorio, Dena R. Subject: RE: dssfiscalcontrol33109B.doc

Harry is sick today, so there may be some timing issues as a result of when we send this information to the County commissioners. At this point, it looks like it will be later this afternoon that it goes to the board. And while I talked to April yesterday and continue trying to get a small victory by giving it to her first for tomorrow's paper, it could break sooner if some of the commissioners release the information on their own tonight. As a result, I think we need to prepare for interest in the story tonight, and for you to go ahead and send a DSS all this evening with the staff announcement and news release instead of waiting until Tuesday morning. We will still send the general news release out Tuesday morning, proceed with the News 14 interview at 10 a.m. Tuesday, and the 1 p.m. news availability, etc. Also, if it does get out tonight, I want the answer to be when they call me that you will available tomorrow on camera at 1 p.m., but not tonight for a soundbite for their late news. I am betting they will be just as interested then. Again, we can play this by ear to a degree, and John is talking to Harry now about timing, but I think it's going to go down this way. Let me know if you have questions, Danny Diehl Director, Mecklenburg County Public Service and Information 704-336-2084 office 704-572-1035 cell 704-336-6600 fax

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From: Wilson, Mary Sent: Monday, March 30, 2009 10:28 AM To: Diehl, Daniel Subject: dssfiscalcontrol33109B.doc

I made one small change. Thanks, Mary From: Diehl, Daniel Sent: Monday, March 30, 2009 10:47 AM To: Wilson, Mary Cc: Christenbury, Rick; Diorio, Dena R. Subject: RE: dssfiscalcontrol33109B.doc

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From: Wilson, Mary Sent: Monday, March 30, 2009 10:28 AM To: Diehl, Daniel Subject: dssfiscalcontrol33109B.doc

I made one small change. Thanks, Mary From: Diorio, Dena R. Sent: Monday, March 30, 2009 11:19 AM To: McGillicuddy, John Subject: RE: Engagement Letter

I will get this to Tyrone - yes -Mary knows she is paying.

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From: McGillicuddy, John Sent: Monday, March 30, 2009 10:20 AM To: Diorio, Dena R. Subject: RE: Engagement Letter

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From: Diorio, Dena R. Sent: Monday, March 30, 2009 9:22 AM To: McGillicuddy, John Subject: FW: Engagement Letter

John - attached is the engagement letter for the DSS audit. Will you sign on behalf of the County?

_____

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Friday, March 27, 2009 4:18 PM To: Diorio, Dena R. Cc: Collin Hill; Chris Silvey Subject: Engagement Letter

Dena

Attached is the engagement letter that I promised. Have a great weekend.

Eddie

_____________________________________________________________________

From: Diehl, Daniel Sent: Monday, March 30, 2009 2:02 PM To: Wilson, Mary; Diorio, Dena R. Cc: McGillicuddy, John; Christenbury, Rick Subject: RE: TV and Radio week of 4/3

Mary, John, Here is the updated timeline for the release of the information today and tomorrow. Monday --4:30 pm--Harry sends memo to County Commissioners. --4:45 pm--Information provided to April Bethea at Observer. Mary is available for April to contact around 5 pm. --7:30 pm--Mary sends DSS all memo announcing the audit/hiring. --7:30 pm--11 pm--Additional media inquiries handled by PSI, Mary available 1 pm Tuesday. Tuesday --8:30 am--News release out --10 am--Mary to News 14 with Rick Christenbury --1 pm--Mary, with Dena, available for media questions at DSS --2 pm--first meeting of folks working on fiscal issues Friday --9 am--Mike Collins at WFAE Danny Diehl Director, Mecklenburg County Public Service and Information 704-336-2084 office 704-572-1035 cell 704-336-6600 fax

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From: Wilson, Mary Sent: Monday, March 30, 2009 11:00 AM To: Lancaster, Michelle; Shields, Bobbie; McGillicuddy, John; Jackson, Janice Cc: Diehl, Daniel Subject: FW: TV and Radio week of 4/3

FYI...per my "handlers" as Dena refers to them. I appreciate having their support. I think this is a good opportunity to just get the information about DSS out in the public a little more. I look forward to talking about my vision for DSS with Mike Collins. Any words of wisdom would be appreciated.

Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: Christenbury, Rick Sent: Friday, March 27, 2009 2:57 PM To: Wilson, Mary; Diehl, Daniel; Carnes, Tabitha D Subject: TV and Radio week of 4/3

Mary, I have lined up interviews for you with News 14 and WFAE. We will go to Time Warner at 1030 on Tuesday morning. We'll be done by 11 at the very latest. I will get with you on Monday to talk details. WFAE has the show open on Friday, Apr. 3. They want you for the entire hour. We can do the interview in their uptown studio at Spirit Square or in the University area, which ever is convenient for you. They would like to have a few bullet points from you on topics important and near and dear to you at DSS. If you and Tabitha could get together and craft a paragraph or so, I'll be glad to get it to them. I will attend both interviews with you, Mary. Thanks, Rick Rick Christenbury Public Service and Information Specialist Mecklenburg County Health Department 704-432-034 From: Diehl, Daniel Sent: Monday, March 30, 2009 2:02 PM To: Wilson, Mary; Diorio, Dena R. Cc: McGillicuddy, John; Christenbury, Rick Subject: RE: TV and Radio week of 4/3

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From: Wilson, Mary Sent: Monday, March 30, 2009 11:00 AM To: Lancaster, Michelle; Shields, Bobbie; McGillicuddy, John; Jackson, Janice Cc: Diehl, Daniel Subject: FW: TV and Radio week of 4/3

Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Christenbury, Rick Sent: Friday, March 27, 2009 2:57 PM To: Wilson, Mary; Diehl, Daniel; Carnes, Tabitha D Subject: TV and Radio week of 4/3

Mary, I have lined up interviews for you with News 14 and WFAE. We will go to Time Warner at 1030 on Tuesday morning. We'll be done by 11 at the very latest. I will get with you on Monday to talk details. WFAE has the show open on Friday, Apr. 3. They want you for the entire hour. We can do the interview in their uptown studio at Spirit Square or in the University area, which ever is convenient for you. They would like to have a few bullet points from you on topics important and near and dear to you at DSS. If you and Tabitha could get together and craft a paragraph or so, I'll be glad to get it to them. I will attend both interviews with you, Mary. Thanks, Rick Rick Christenbury Public Service and Information Specialist Mecklenburg County Health Department 704-432-034 From: Diehl, Daniel Sent: Monday, March 30, 2009 3:56 PM To: 'abethea@charlotteobserver.com' Subject: DSS Fiscal Audit

April--Here is the story I spoke with you about. I ask that you embargo it until Tuesday's printed edition of the paper comes out.

For additional comment, Mary Wilson (you have her #) is available between 4:30 and 5 p.m., Finance Director Dena Diorio (704-336-2228) from 4 until 5 p.m. Again, if you could hold off getting comments from commissioners until after they receive it around 5 p.m., I would appreciate it.

Also, you will have a better chance of keeping your scoop if you don't post it on the internet and don't share it with your news partners.

____________

Social Services Director Calls for Fiscal Audit, Hires New Financial Management Director

For Release March 31, 2009

Mecklenburg County Department of Social Services (DSS) Director Mary Wilson is taking steps to strengthen fiscal management within DSS. Wilson announced today that she has asked the Countyís Finance Department to oversee an independent review of DSSís fiscal management processes, including the handling of donations, and make recommendations on necessary improvements in fiscal controls.

The Finance Department has asked the Countyís audit firm, Cherry, Bakaert & Holland, L.L.P. to undertake the review and analysis. Recommendations will be provided to the DSS Director, Finance Director and the County Managerís Office.

Wilson says the move coincides with the recent hiring of Angela Hurlburt as Director of Financial Management, to direct DSSís finance division. This is a new position in DSS that was created as part of Wilsonís reorganization several weeks ago. Wilson received an exemption from the current hiring freeze from County Manager Harry Jones to fill this position.

ìHaving the auditors and Ms. Hurlburt working on these issues will enable us to make swift improvements where we need them,î said Wilson, who manages an annual $160 million budget and approximately 1,200 employees.

The announcement comes on the heels of recent concerns regarding employees handling of donations to The Giving Tree, a DSS-sponsored charity that provides gifts to children in foster care and other DSS clients during the holidays. The Countyís Internal Audit Department is investigating questions of impropriety that have arisen in association with the Giving Tree.

ìThis situation with the Giving Tree has accelerated our timetable for reviewing all of our financial procedures,î said Wilson. ìWe will settle for nothing less than having best practices in managing public funds. Mecklenburg taxpayers and those who make donations to help others deserve to know we are being excellent stewards of their investment in this community.î

Cherry, Bakaert & Holland, L.L.P. already performs outside auditing work for Mecklenburg County, working through the Countyís Finance Department, said Finance Director Dena Diorio. They will be hired to perform 250 hours of audit work over the next few months for approximately $50,000. They will interview staff beginning this week to determine what procedures are already in place and then make recommendations on how they may be improved.

ìUsing an outside firm helps ensure objectivity,î said Diorio. ìIn addition, it would be nearly impossible to conduct an audit this comprehensive and this quickly using County staff.î

Hurlburt, a certified public accountant, comes to Mecklenburg County most recently from Wachovia Bankís Corporate Accounting Department.

Danny Diehl Director, Mecklenburg County Public Service and Information 704-336-2084 office 704-572-1035 cell 704-336-6600 fax From: Diehl, Daniel Sent: Monday, March 30, 2009 3:56 PM To: 'abethea@charlotteobserver.com' Subject: DSS Fiscal Audit

April--Here is the story I spoke with you about. I ask that you embargo it until Tuesday's printed edition of the paper comes out.

Also, you will have a better chance of keeping your scoop if you don't post it on the internet and don't share it with your news partners.

____________

Social Services Director Calls for Fiscal Audit, Hires New Financial Management Director

For Release March 31, 2009

ìUsing an outside firm helps ensure objectivity,î said Diorio. ìIn addition, it would be nearly impossible to conduct an audit this comprehensive and this quickly using County staff.î

Hurlburt, a certified public accountant, comes to Mecklenburg County most recently from Wachovia Bankís Corporate Accounting Department.

Danny Diehl Director, Mecklenburg County Public Service and Information 704-336-2084 office 704-572-1035 cell 704-336-6600 fax From: Murphy, Freda Sent: Monday, March 30, 2009 4:32 PM To: Daniel Murrey; Dumont Clarke; 'gdunlap@bellsouth.net'; 'Harold@attorneycogdell.com'; 'Karen Bentley'; Leake, Vilma; 'mroberts5@carolina.rr.com'; 'ncooksey@bellsouth.net'; James, Bill Cc: Wilson, Mary; Diorio, Dena R.; Diehl, Daniel; Jackson, Janice; Jones, Harry L.; Lancaster, Michelle; McGillicuddy, John; Shields, Bobbie Subject: Email to the BOCC on behalf of Harry Jones

Members of the Board:

Attached you will find a news release regarding an announcement from the Department of Social Services Director Mary Wilson. The news release will be distributed Tuesday morning.

It outlines two major developments in the reorganization of DSS, including strengthening fiscal management in DSS. This includes having the Countyís outside audit firm conduct a thorough analysis of the fiscal management processes in DSS and making recommendations to DSS, the Finance Department and the County Manager's Office regarding any needed improvements. The audit firm will work under the oversight of the Countyís Finance Department. The news release also announces the hiring of Angela Hurlburt as director of DSS financial management. The hiring of this position was approved by me during the current hiring freeze to address an urgent business need in DSS.

Due to the recent news coverage regarding the Giving Tree donations, these announcements are likely to generate additional coverage and perhaps questions for members of the Board. Therefore, if you have questions about this matter, please let me know.

Thanks,

Harry Jones

_______________ Freda Murphy Assistant to the County Manager 704-336-6989 From: Murphy, Freda Sent: Monday, March 30, 2009 4:32 PM To: Daniel Murrey; Dumont Clarke; 'gdunlap@bellsouth.net'; 'Harold@attorneycogdell.com'; 'Karen Bentley'; Leake, Vilma; 'mroberts5@carolina.rr.com'; 'ncooksey@bellsouth.net'; James, Bill Cc: Wilson, Mary; Diorio, Dena R.; Diehl, Daniel; Jackson, Janice; Jones, Harry L.; Lancaster, Michelle; McGillicuddy, John; Shields, Bobbie Subject: Email to the BOCC on behalf of Harry Jones

Members of the Board:

Attached you will find a news release regarding an announcement from the Department of Social Services Director Mary Wilson. The news release will be distributed Tuesday morning.

Thanks,

Harry Jones

_______________ Freda Murphy Assistant to the County Manager 704-336-6989 From: Bethea, April [abethea@charlotteobserver.com] Sent: Monday, March 30, 2009 4:49 PM To: Diorio, Dena R. Subject: Audit story for tomorrow

Hi Dena, Just tried to call you about a story I'm working on the DSS audit for tomorrow's paper, but wasn't able to leave a voicemail. If you get this e-mail, can you give me a call? 704-358-6013. I'll probably here until around 7 or so, then you can reach me on my cell, 704-264-6884. Thanks, April

April D. Bethea, reporter The Charlotte Observer 600 South Tryon Street Charlotte, N.C. 28202 704-358-6013, phone 704-358-5036, fax abethea@charlotteobserver.com

The Charlotte Observer has a new home on the Web. Check us out at www.charlotteobserver.com.

From: Diorio, Dena R. Sent: Monday, March 30, 2009 5:09 PM To: 'Eddie Burke' Cc: 'Collin Hill'; 'Chris Silvey' Subject: RE: Engagement Letter

Hi Eddie - I ran this by our attorney and got a few comments back. Can we work some language in to address the following: 1) There are no terms allowing to terminate the arrangement either for or without cause, should we choose to do so. 2) I would not agree to pay for the cost of CBH responding to a subpoena, should that occur, to produce documents. If they are being called to testify, typically as an expert witness, that would be acceptable. And, I would not include the attorney's cost as part of the arrangement. 3) Under ADR provision, they interchange Mediation and Arbitration. They are separate processes. I think they mean arbitration, but they refer to mediation, so it should be clear in any regard which they mean. 4) Also, on the last page, 3rd line from the top, there is a sentence and I do not think it reads correctly; "If addition"? - there is a word missing. 5) And finally, do we want to agree to pay for invoices simply because they are presented - we need to include language that you will provide back-up to support the invoices if requested. Let me know - Thanks - See you tomorrow - We are meeting at DSS - third floor.

_____

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Friday, March 27, 2009 4:18 PM To: Diorio, Dena R. Cc: Collin Hill; Chris Silvey Subject: Engagement Letter

Dena

Attached is the engagement letter that I promised. Have a great weekend.

Eddie

_____________________________________________________________________

From: Eddie Burke [eburke@cbh.com] Sent: Tuesday, March 31, 2009 7:26 AM To: Collin Hill Cc: Diorio, Dena R. Subject: FW: Engagement Letter

Collin Can you look at these changes being proposed by the County and get the engagement letter fixed Thanks Eddie

_____

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Monday, March 30, 2009 5:09 PM To: Eddie Burke Cc: Collin Hill; Chris Silvey Subject: RE: Engagement Letter

_____

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Friday, March 27, 2009 4:18 PM To: Diorio, Dena R. Cc: Collin Hill; Chris Silvey Subject: Engagement Letter

Dena

Attached is the engagement letter that I promised. Have a great weekend.

Eddie

_____________________________________________________________________

From: Wilson, Mary Sent: Tuesday, March 31, 2009 12:06 PM To: Christenbury, Rick; Diorio, Dena R.; Diehl, Daniel; Carnes, Tabitha D; Hurlburt, Angela Cc: Wheeler, William Subject: Re: Interviews

Great job team!

Angela and I will be back for the 2 o'clock kick-off meeting.

William, Please alert the greeter's desk that we are expecting guests.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

----- Original Message ----- From: Christenbury, Rick To: Diorio, Dena R.; Diehl, Daniel; Wilson, Mary; Carnes, Tabitha D Sent: Tue Mar 31 11:50:45 2009 Subject: Re: Interviews

At this time, I would say no. We are good and have not had any media requests.

----- Original Message ----- From: Diorio, Dena R. To: Diehl, Daniel; Wilson, Mary; Christenbury, Rick; Carnes, Tabitha D Sent: Tue Mar 31 11:48:16 2009 Subject: RE: Interviews

Do I still need to be there at 1:00?

-----Original Message----- From: Diehl, Daniel Sent: Tuesday, March 31, 2009 11:36 AM To: Wilson, Mary; Diorio, Dena R.; Christenbury, Rick; Carnes, Tabitha D Subject: Interviews

FYI--No other media outlets have contacted me regarding interviews this afternoon. From: Wilson, Mary Sent: Tuesday, March 31, 2009 12:06 PM To: Christenbury, Rick; Diorio, Dena R.; Diehl, Daniel; Carnes, Tabitha D; Hurlburt, Angela Cc: Wheeler, William Subject: Re: Interviews

Great job team!

Angela and I will be back for the 2 o'clock kick-off meeting.

William, Please alert the greeter's desk that we are expecting guests.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

----- Original Message ----- From: Christenbury, Rick To: Diorio, Dena R.; Diehl, Daniel; Wilson, Mary; Carnes, Tabitha D Sent: Tue Mar 31 11:50:45 2009 Subject: Re: Interviews

At this time, I would say no. We are good and have not had any media requests.

----- Original Message ----- From: Diorio, Dena R. To: Diehl, Daniel; Wilson, Mary; Christenbury, Rick; Carnes, Tabitha D Sent: Tue Mar 31 11:48:16 2009 Subject: RE: Interviews

Do I still need to be there at 1:00?

-----Original Message----- From: Diehl, Daniel Sent: Tuesday, March 31, 2009 11:36 AM To: Wilson, Mary; Diorio, Dena R.; Christenbury, Rick; Carnes, Tabitha D Subject: Interviews

FYI--No other media outlets have contacted me regarding interviews this afternoon. From: Diorio, Dena R. Sent: Tuesday, March 31, 2009 12:09 PM To: 'Eddie Burke'; 'Collin Hill' Subject: RE: Engagement Letter

Thanks

_____

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Tuesday, March 31, 2009 7:26 AM To: Collin Hill Cc: Diorio, Dena R. Subject: FW: Engagement Letter

Collin Can you look at these changes being proposed by the County and get the engagement letter fixed Thanks Eddie

_____

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Monday, March 30, 2009 5:09 PM To: Eddie Burke Cc: Collin Hill; Chris Silvey Subject: RE: Engagement Letter

_____

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Friday, March 27, 2009 4:18 PM To: Diorio, Dena R. Cc: Collin Hill; Chris Silvey Subject: Engagement Letter

Dena

Attached is the engagement letter that I promised. Have a great weekend.

Eddie

_____________________________________________________________________

From: Collin Hill [chill@cbh.com] Sent: Tuesday, March 31, 2009 12:42 PM To: Diorio, Dena R. Subject: RE: Engagement Letter

We have made these changes. I am currently waiting to get the letter back from admin. as it needed to be reprocessed on letterhead and with Eddie's signature. Thanks, Collin

_____

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Tuesday, March 31, 2009 12:09 PM To: Eddie Burke; Collin Hill Subject: RE: Engagement Letter

Thanks

_____

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Tuesday, March 31, 2009 7:26 AM To: Collin Hill Cc: Diorio, Dena R. Subject: FW: Engagement Letter

Collin Can you look at these changes being proposed by the County and get the engagement letter fixed Thanks Eddie

_____

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Monday, March 30, 2009 5:09 PM To: Eddie Burke Cc: Collin Hill; Chris Silvey Subject: RE: Engagement Letter

_____

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Friday, March 27, 2009 4:18 PM To: Diorio, Dena R. Cc: Collin Hill; Chris Silvey Subject: Engagement Letter

Dena

Attached is the engagement letter that I promised. Have a great weekend.

Eddie

_____________________________________________________________________

From: Collin Hill [chill@cbh.com] Sent: Tuesday, March 31, 2009 12:58 PM To: Diorio, Dena R.; Eddie Burke Subject: RE: Engagement Letter

Attached is the revised letter. Thanks, Collin

_____

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Tuesday, March 31, 2009 12:09 PM To: Eddie Burke; Collin Hill Subject: RE: Engagement Letter

Thanks

_____

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Tuesday, March 31, 2009 7:26 AM To: Collin Hill Cc: Diorio, Dena R. Subject: FW: Engagement Letter

Collin Can you look at these changes being proposed by the County and get the engagement letter fixed Thanks Eddie

_____

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Monday, March 30, 2009 5:09 PM To: Eddie Burke Cc: Collin Hill; Chris Silvey Subject: RE: Engagement Letter

_____

From: Eddie Burke [mailto:eburke@cbh.com] Sent: Friday, March 27, 2009 4:18 PM To: Diorio, Dena R. Cc: Collin Hill; Chris Silvey Subject: Engagement Letter

Dena

Attached is the engagement letter that I promised. Have a great weekend.

Eddie

_____________________________________________________________________

From: Diehl, Daniel Sent: Tuesday, March 31, 2009 1:26 PM To: Wilson, Mary; Diorio, Dena R. Subject: FW: from jim bradley

FYI--we did get one further inquiry, which I handled below. Danny Diehl Director, Mecklenburg County Public Service and Information 704-336-2084 office 704-572-1035 cell 704-336-6600 fax

_____

From: Diehl, Daniel Sent: Tuesday, March 31, 2009 1:23 PM To: 'Bradley, Jim (CTV-Charlotte)' Cc: Carnes, Tabitha D; Christenbury, Rick Subject: RE: from jim bradley

The answer to the first part is included in the news release. They are separate, but that investigation accerated the timetable for reviewing DSS financial procedures. As for the second part, the investigation continues and they are still suspended with pay. Danny Diehl Director, Mecklenburg County Public Service and Information 704-336-2084 office 704-572-1035 cell 704-336-6600 fax

_____

From: Bradley, Jim (CTV-Charlotte) [mailto:Jim.Bradley@wsoc-tv.com] Sent: Tuesday, March 31, 2009 1:19 PM To: Diehl, Daniel Subject: from jim bradley

Hey Danny,

I sent this to Tabitha also.. not sure which of you would be able to answer sooner. Fyi:

Can you clarify something for me? Is the new audit of DSS announced connected to the investigation into the activities of the two employees suspended for their dealings with the Giving Tree program ñ or is it separate. Either way.. what is the status of the investigation into the employees actions, and are they still suspended with pay? Let me know..

Jim 704-614-1397 cell

Jim Bradley

Investigative Reporter

WSOC TV

Charlotte, NC

704-335-4871

From: Wilson, Mary Sent: Tuesday, March 31, 2009 1:27 PM To: Diehl, Daniel; Diorio, Dena R. Subject: Re: from jim bradley

Thanks

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Diehl, Daniel To: Wilson, Mary; Diorio, Dena R. Sent: Tue Mar 31 13:25:36 2009 Subject: FW: from jim bradley

FYI--we did get one further inquiry, which I handled below. Danny Diehl Director, Mecklenburg County Public Service and Information 704-336-2084 office 704-572-1035 cell 704-336-6600 fax

_____

From: Diehl, Daniel Sent: Tuesday, March 31, 2009 1:23 PM To: 'Bradley, Jim (CTV-Charlotte)' Cc: Carnes, Tabitha D; Christenbury, Rick Subject: RE: from jim bradley

_____

From: Bradley, Jim (CTV-Charlotte) [mailto:Jim.Bradley@wsoc-tv.com] Sent: Tuesday, March 31, 2009 1:19 PM To: Diehl, Daniel Subject: from jim bradley

Hey Danny,

I sent this to Tabitha also.. not sure which of you would be able to answer sooner. Fyi:

Jim 704-614-1397 cell

Jim Bradley

Investigative Reporter

WSOC TV

Charlotte, NC

704-335-4871

From: Wilson, Mary Sent: Tuesday, March 31, 2009 7:54 PM To: Diorio, Dena R.; Hurlburt, Angela Subject: FW: DSS Audit

This is what I was trying to remember this morning. Even though this is not cash, it has a significant value. Should we have this process reviewed and recommendations put forward or should this be done internally? Thanks, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

From: Will Miller [mailto:wmiller1@carolina.rr.com] Sent: Tue 3/31/2009 7:51 AM To: Wilson, Mary Subject: DSS Audit

Mary,

I am one of the founders of the Second String Santa organization. Over the past 20 years, we have donated over 50,000 toys to the community to be distributed through DSS. We typically deliver the toys to DSS the second week of December and trust that they are all given to the most needy children in the County.

Based on what we read in the paper, we now have concerns that our goals may have not been realized. Will your audit be looking into these non-cash contributions as well?

Thank you for looking into this matter.

Will Miller

From: Diorio, Dena R. Sent: Wednesday, April 01, 2009 7:09 AM To: Wilson, Mary; Hurlburt, Angela Subject: RE: DSS Audit

We can ask the auditors to include it - I will let them know. Thanks

_____

From: Wilson, Mary Sent: Tuesday, March 31, 2009 7:54 PM To: Diorio, Dena R.; Hurlburt, Angela Subject: FW: DSS Audit

_____

From: Will Miller [mailto:wmiller1@carolina.rr.com] Sent: Tue 3/31/2009 7:51 AM To: Wilson, Mary Subject: DSS Audit

Mary,

Based on what we read in the paper, we now have concerns that our goals may have not been realized. Will your audit be looking into these non-cash contributions as well?

Thank you for looking into this matter.

Will Miller

From: Diorio, Dena R. Sent: Wednesday, April 01, 2009 7:11 AM To: 'Collin Hill' Cc: 'aking@cbh.com'; 'Chris Silvey'; Murchison, Gail; Wilson, Mary; Hurlburt, Angela Subject: FW: DSS Audit

Collin - See e-mail below. Is there a way to include a review of non-cash contributions in our scope of work? Please advise. Thanks

_____

From: Wilson, Mary Sent: Tuesday, March 31, 2009 7:54 PM To: Diorio, Dena R.; Hurlburt, Angela Subject: FW: DSS Audit

_____

From: Will Miller [mailto:wmiller1@carolina.rr.com] Sent: Tue 3/31/2009 7:51 AM To: Wilson, Mary Subject: DSS Audit

Mary,

Based on what we read in the paper, we now have concerns that our goals may have not been realized. Will your audit be looking into these non-cash contributions as well?

Thank you for looking into this matter.

Will Miller

From: Collin Hill [chill@cbh.com] Sent: Wednesday, April 01, 2009 8:38 AM To: Diorio, Dena R. Cc: Adam King; Chris Silvey; Murchison, Gail; Wilson, Mary; Hurlburt, Angela Subject: RE: DSS Audit

In my discussions with Nita from IA yesterday, her group is currently working through an audit of inventory which I believe includes the below mentioned toys. Nita believes that IA will be finished in the next couple of days with this project and issuing a report shortly thereafter. Our initial review of policies and procedures at DSS was to only include cash inflows and outflows. Having said all that, we can expand the scope of our project to include the non-cash contributions if you would like. Or, would you prefer to wait and see the IA report and redirect us with new scope as to any area that you feel like you want more work? Thanks, Collin

_____

From: Diorio, Dena R. [mailto:Dena.Diorio@mecklenburgcountync.gov] Sent: Wednesday, April 01, 2009 7:11 AM To: Collin Hill Cc: Adam King; Chris Silvey; Murchison, Gail; Wilson, Mary; Hurlburt, Angela Subject: FW: DSS Audit

Collin - See e-mail below. Is there a way to include a review of non-cash contributions in our scope of work? Please advise. Thanks

_____

From: Wilson, Mary Sent: Tuesday, March 31, 2009 7:54 PM To: Diorio, Dena R.; Hurlburt, Angela Subject: FW: DSS Audit

_____

From: Will Miller [mailto:wmiller1@carolina.rr.com] Sent: Tue 3/31/2009 7:51 AM To: Wilson, Mary Subject: DSS Audit

Mary,

Based on what we read in the paper, we now have concerns that our goals may have not been realized. Will your audit be looking into these non-cash contributions as well?

Thank you for looking into this matter.

Will Miller

_____________________________________________________________________

From: Diorio, Dena R. Sent: Wednesday, April 01, 2009 8:52 AM To: 'Collin Hill' Cc: 'Adam King'; 'Chris Silvey'; Murchison, Gail; Wilson, Mary; Hurlburt, Angela Subject: RE: DSS Audit

We can wait for Nita's report and see if any additional work is required. Thanks

_____

From: Collin Hill [mailto:chill@cbh.com] Sent: Wednesday, April 01, 2009 8:38 AM To: Diorio, Dena R. Cc: Adam King; Chris Silvey; Murchison, Gail; Wilson, Mary; Hurlburt, Angela Subject: RE: DSS Audit

_____

Collin - See e-mail below. Is there a way to include a review of non-cash contributions in our scope of work? Please advise. Thanks

_____

From: Wilson, Mary Sent: Tuesday, March 31, 2009 7:54 PM To: Diorio, Dena R.; Hurlburt, Angela Subject: FW: DSS Audit

_____

From: Will Miller [mailto:wmiller1@carolina.rr.com] Sent: Tue 3/31/2009 7:51 AM To: Wilson, Mary Subject: DSS Audit

Mary,

Based on what we read in the paper, we now have concerns that our goals may have not been realized. Will your audit be looking into these non-cash contributions as well?

Thank you for looking into this matter.

Will Miller

_____________________________________________________________________

From: Greene, Shyry G. Sent: Wednesday, April 01, 2009 5:33 PM To: Diorio, Dena R. Subject: Theft of UPS labels in DSS

Dena, Per discussion with Awilda Brooks (DSS) today, it was discovered that UPS labels have been stolen from their supply room. I do not have other details - Gail suggested that I share this info with you. Thanks Shyry From: Greene, Shyry G. Sent: Wednesday, April 01, 2009 5:33 PM To: Diorio, Dena R. Subject: Theft of UPS labels in DSS

Dena, Per discussion with Awilda Brooks (DSS) today, it was discovered that UPS labels have been stolen from their supply room. I do not have other details - Gail suggested that I share this info with you. Thanks Shyry From: McGillicuddy, John Sent: Thursday, April 02, 2009 8:05 AM To: Diorio, Dena R.; Yi, Hyong Subject: FW: Request to Purchase T-metrics Ports

Mary says her finance person said she needed to do this (request permission from the exec team). I can't see why. Am I missing something? Does someone need to check in with her finance person about purchasing rules? John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887

_____

From: Wilson, Mary Sent: Wednesday, April 01, 2009 7:02 PM To: Lancaster, Michelle; Shields, Bobbie; McGillicuddy, John; Jackson, Janice Cc: Johnson, Leslie; Yi, Hyong; Cox, Brian; Adams, Rodney Subject: Request to Purchase T-metrics Ports

Dear Team: Attached please find a memo requesting permission to purchase T-Metrics ports to accommodate the additional customer call volume in the call center. Please advise if you have questions.

Regards, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: Diorio, Dena R. Sent: Thursday, April 02, 2009 8:09 AM To: McGillicuddy, John; Yi, Hyong Subject: RE: Request to Purchase T-metrics Ports

She does not need E-team approval for this purchase. I have spoken to Angela about procurement and sent her and Somora (at Mary's request) a copy of the draft procurement policy with an invite to our meeting yesterday. I will contact Angela about this.

_____

From: McGillicuddy, John Sent: Thursday, April 02, 2009 8:05 AM To: Diorio, Dena R.; Yi, Hyong Subject: FW: Request to Purchase T-metrics Ports

_____

Dear Team: Attached please find a memo requesting permission to purchase T-Metrics ports to accommodate the additional customer call volume in the call center. Please advise if you have questions.

Regards, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: McGillicuddy, John Sent: Thursday, April 02, 2009 8:12 AM To: Diorio, Dena R.; Yi, Hyong Subject: RE: Request to Purchase T-metrics Ports

thanks for the clarification and follow up with Angela. Maybe she's just being extra cautious given the pending audit. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887

_____

From: Diorio, Dena R. Sent: Thursday, April 02, 2009 8:09 AM To: McGillicuddy, John; Yi, Hyong Subject: RE: Request to Purchase T-metrics Ports

_____

From: McGillicuddy, John Sent: Thursday, April 02, 2009 8:05 AM To: Diorio, Dena R.; Yi, Hyong Subject: FW: Request to Purchase T-metrics Ports

_____

Dear Team: Attached please find a memo requesting permission to purchase T-Metrics ports to accommodate the additional customer call volume in the call center. Please advise if you have questions.

Regards, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: Yi, Hyong Sent: Thursday, April 02, 2009 8:12 AM To: Cox, Brian; Bryant, Michael Cc: McGillicuddy, John; Diorio, Dena R. Subject: FW: Request to Purchase T-metrics Ports

don't know why they would need our approval except for the EB/RB item at the end. But if they hvae money in the t-metrics account, I don't know why they would need to transfer funds? Maybe they felt approval was needed because of the EB/RB. Mike, can you check with Angie Hurlbert? Thanks Hyong

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From: McGillicuddy, John Sent: Thu 4/2/2009 8:05 AM To: Diorio, Dena R.; Yi, Hyong Subject: FW: Request to Purchase T-metrics Ports

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Dear Team: Attached please find a memo requesting permission to purchase T-Metrics ports to accommodate the additional customer call volume in the call center. Please advise if you have questions.

Regards, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: Yi, Hyong Sent: Thursday, April 02, 2009 8:12 AM To: Cox, Brian; Bryant, Michael Cc: McGillicuddy, John; Diorio, Dena R. Subject: FW: Request to Purchase T-metrics Ports

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From: McGillicuddy, John Sent: Thu 4/2/2009 8:05 AM To: Diorio, Dena R.; Yi, Hyong Subject: FW: Request to Purchase T-metrics Ports

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Dear Team: Attached please find a memo requesting permission to purchase T-Metrics ports to accommodate the additional customer call volume in the call center. Please advise if you have questions.

Regards, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: Shields, Bobbie Sent: Thursday, April 02, 2009 10:06 AM To: Diorio, Dena R. Subject: FW: Request to Purchase T-metrics Ports

Dena, Has spending for this type service need been "halted?" If so, do exemptions require ET approval? Bobbie Shields (704) 336-2606

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From: Wilson, Mary Sent: Thursday, April 02, 2009 10:02 AM To: Shields, Bobbie Cc: Johnson, Leslie; Yi, Hyong; Cox, Brian; Adams, Rodney; Lancaster, Michelle; McGillicuddy, John; Jackson, Janice Subject: Re: Request to Purchase T-metrics Ports

I believe I've gotten conflicting information. My finance person said I needed to go to ET for approval because all spending had been halted due to budget cut backs.

If this is not accurate, please advise.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: Shields, Bobbie To: Wilson, Mary Cc: Johnson, Leslie; Yi, Hyong; Cox, Brian; Adams, Rodney; Lancaster, Michelle; McGillicuddy, John; Jackson, Janice Sent: Thu Apr 02 09:59:09 2009 Subject: RE: Request to Purchase T-metrics Ports

Mary, Why are you seeking ET approval for this? Is it because it is targeted for reduction next year or is there something else unique about this service need?? Bobbie Shields (704) 336-2606

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Dear Team: Attached please find a memo requesting permission to purchase T-Metrics ports to accommodate the additional customer call volume in the call center. Please advise if you have questions.

Regards, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: McGillicuddy, John Sent: Thursday, April 02, 2009 10:35 AM To: Wilson, Mary; Shields, Bobbie Cc: Johnson, Leslie; Yi, Hyong; Cox, Brian; Adams, Rodney; Lancaster, Michelle; Jackson, Janice; Diorio, Dena R. Subject: RE: Request to Purchase T-metrics Ports

The Finance Department (Dena) has said the Exec Team does not need to approve this purchase. Hyong was looking into whether SOI needed to take some action, but I don't see a role for the Exec Team. Dena said she would talk with the DSS finance staff to clarify. thanks. John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887

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I believe I've gotten conflicting information. My finance person said I needed to go to ET for approval because all spending had been halted due to budget cut backs.

If this is not accurate, please advise.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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Mary, Why are you seeking ET approval for this? Is it because it is targeted for reduction next year or is there something else unique about this service need?? Bobbie Shields (704) 336-2606

_____

Dear Team: Attached please find a memo requesting permission to purchase T-Metrics ports to accommodate the additional customer call volume in the call center. Please advise if you have questions.

Regards, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: McGillicuddy, John Sent: Thursday, April 02, 2009 10:35 AM To: Wilson, Mary; Shields, Bobbie Cc: Johnson, Leslie; Yi, Hyong; Cox, Brian; Adams, Rodney; Lancaster, Michelle; Jackson, Janice; Diorio, Dena R. Subject: RE: Request to Purchase T-metrics Ports

_____

I believe I've gotten conflicting information. My finance person said I needed to go to ET for approval because all spending had been halted due to budget cut backs.

If this is not accurate, please advise.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

Mary, Why are you seeking ET approval for this? Is it because it is targeted for reduction next year or is there something else unique about this service need?? Bobbie Shields (704) 336-2606

_____

Dear Team: Attached please find a memo requesting permission to purchase T-Metrics ports to accommodate the additional customer call volume in the call center. Please advise if you have questions.

Regards, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: Wilson, Mary Sent: Thursday, April 02, 2009 10:48 AM To: McGillicuddy, John; Shields, Bobbie Cc: Johnson, Leslie; Yi, Hyong; Cox, Brian; Adams, Rodney; Lancaster, Michelle; Jackson, Janice; Diorio, Dena R. Subject: Re: Request to Purchase T-metrics Ports

Thanks

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: McGillicuddy, John To: Wilson, Mary; Shields, Bobbie Cc: Johnson, Leslie; Yi, Hyong; Cox, Brian; Adams, Rodney; Lancaster, Michelle; Jackson, Janice; Diorio, Dena R. Sent: Thu Apr 02 10:35:13 2009 Subject: RE: Request to Purchase T-metrics Ports

_____

I believe I've gotten conflicting information. My finance person said I needed to go to ET for approval because all spending had been halted due to budget cut backs.

If this is not accurate, please advise.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

Mary, Why are you seeking ET approval for this? Is it because it is targeted for reduction next year or is there something else unique about this service need?? Bobbie Shields (704) 336-2606

_____

Dear Team: Attached please find a memo requesting permission to purchase T-Metrics ports to accommodate the additional customer call volume in the call center. Please advise if you have questions.

Regards, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: Wilson, Mary Sent: Thursday, April 02, 2009 10:48 AM To: McGillicuddy, John; Shields, Bobbie Cc: Johnson, Leslie; Yi, Hyong; Cox, Brian; Adams, Rodney; Lancaster, Michelle; Jackson, Janice; Diorio, Dena R. Subject: Re: Request to Purchase T-metrics Ports

Thanks

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

I believe I've gotten conflicting information. My finance person said I needed to go to ET for approval because all spending had been halted due to budget cut backs.

If this is not accurate, please advise.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

_____

Mary, Why are you seeking ET approval for this? Is it because it is targeted for reduction next year or is there something else unique about this service need?? Bobbie Shields (704) 336-2606

_____

Dear Team: Attached please find a memo requesting permission to purchase T-Metrics ports to accommodate the additional customer call volume in the call center. Please advise if you have questions.

Regards, Mary Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-Mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov From: Collin Hill [chill@cbh.com] Sent: Thursday, April 02, 2009 3:43 PM To: Diorio, Dena R. Cc: Murchison, Gail Subject: Progress and Engagement Letter

Hi Dena. We have completed some of our initial interviews and are in the process of documenting the interviews, and the processes in which monies are receipted and disbursed for DSS. As of now, it appears that all cash is either coming or going through the normal channels of finance or is running through the separate bank account (9225 account). We have not been able to "catch wind" of any other channels of cash inflows or outflows. We are in the process of developing testing models, and will be ready to talk samples with you in the morning.

Will we be able to get the signed engagement letter from you in the morning?

Thanks,

Collin G. Hill Manager

Cherry, Bekaert & Holland, L.L.P. 2626 Glenwood Avenue - Suite 300 Raleigh, NC 27608 919.782.1040 phone 919.719.4398 direct 919.783.0976 fax 336.880.0747 mobile chill@cbh.com

Solutions.Character.Depth. The Firm of Choice. www.cbh.com

_____________________________________________________________________

From: Diorio, Dena R. Sent: Thursday, April 02, 2009 3:58 PM To: 'chill@cbh.com' Subject: Re: Progress and Engagement Letter

The engagement letter is signed and I will give it to you in the morning.

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From: Collin Hill To: Diorio, Dena R. Cc: Murchison, Gail Sent: Thu Apr 02 15:43:22 2009 Subject: Progress and Engagement Letter

Will we be able to get the signed engagement letter from you in the morning?

Thanks,

Collin G. Hill Manager

Cherry, Bekaert & Holland, L.L.P. 2626 Glenwood Avenue - Suite 300 Raleigh, NC 27608 919.782.1040 phone 919.719.4398 direct 919.783.0976 fax 336.880.0747 mobile chill@cbh.com

Solutions.Character.Depth. The Firm of Choice. www.cbh.com

_____________________________________________________________________

From: Hurlburt, Angela Sent: Thursday, April 02, 2009 5:12 PM To: Diorio, Dena R.; Murchison, Gail Subject: Audit Meeting Tomorrow - 8AM

Dena & Gail, I just wanted to confirm that we are still getting an update from CB&H tomorrow at 8AM. I plan to attend. If anything has changed, please let me know.

Thanks! Angie Angie Hurlburt Division Director - Finance Department of Social Services 301 Billingsley Rd. Charlotte, NC 28211 Office: 704-353-1773 angela.hurlburt@mecklenburgcountync.gov From: Diorio, Dena R. Sent: Thursday, April 02, 2009 5:47 PM To: Hurlburt, Angela Subject: Re: Audit Meeting Tomorrow - 8AM

We are still on.

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From: Hurlburt, Angela To: Diorio, Dena R.; Murchison, Gail Sent: Thu Apr 02 17:12:08 2009 Subject: Audit Meeting Tomorrow - 8AM

Dena & Gail, I just wanted to confirm that we are still getting an update from CB&H tomorrow at 8AM. I plan to attend. If anything has changed, please let me know.

Thanks! Angie Angie Hurlburt Division Director - Finance Department of Social Services 301 Billingsley Rd. Charlotte, NC 28211 Office: 704-353-1773 angela.hurlburt@mecklenburgcountync.gov From: Murchison, Gail Sent: Friday, April 03, 2009 2:20 PM To: Diorio, Dena R. Subject: Audit Review Committee Agenda

Dena, Dan Murrey, Bill James, Harry Jones and John McGillicuddy were appointed to the Audit Review Committee at the December 16, 2008 BOCC Meeting. BOCC voted and approved. The Resolution Establishing An Audit Review Committee simply outlines the duties of the committee. There is no mention of operations. Janice is still looking to see if there were any directions on who should be chairperson. Parks was chairperson for the full ten years since the committee was established. We have an agenda from the very first meeting that states elect chairman, but no minutes covering the election of chairperson. I have drafted the attached agenda, which can be changed. I included the DSS audit because I thought we should tell the ARC about the engagement. Gail From: Diorio, Dena R. Sent: Monday, April 06, 2009 9:34 AM To: McGillicuddy, John Subject: FW: Audit Review Committee Agenda

Hi John - see below. Do you want us to include the DSS audit on the agenda or wait until someone asks?

_____

From: Murchison, Gail Sent: Friday, April 03, 2009 2:20 PM To: Diorio, Dena R. Subject: Audit Review Committee Agenda

Dena, Dan Murrey, Bill James, Harry Jones and John McGillicuddy were appointed to the Audit Review Committee at the December 16, 2008 BOCC Meeting. BOCC voted and approved. The Resolution Establishing An Audit Review Committee simply outlines the duties of the committee. There is no mention of operations. Janice is still looking to see if there were any directions on who should be chairperson. Parks was chairperson for the full ten years since the committee was established. We have an agenda from the very first meeting that states elect chairman, but no minutes covering the election of chairperson. I have drafted the attached agenda, which can be changed. I included the DSS audit because I thought we should tell the ARC about the engagement. Gail From: McGillicuddy, John Sent: Monday, April 06, 2009 10:13 AM To: Diorio, Dena R. Subject: RE: Audit Review Committee Agenda

I'd prefer to wait until someone asks. Will you be calling Dan Murrey to aclimate him to this committee? John McGillicuddy General Manager Mecklenburg County 600 East Fourth Street Charlotte, NC 28202 704-336-2661 John.McGillicuddy@MecklenburgCountyNC.gov fax: 704-336-5887

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From: Diorio, Dena R. Sent: Monday, April 06, 2009 9:34 AM To: McGillicuddy, John Subject: FW: Audit Review Committee Agenda

Hi John - see below. Do you want us to include the DSS audit on the agenda or wait until someone asks?

_____

From: Murchison, Gail Sent: Friday, April 03, 2009 2:20 PM To: Diorio, Dena R. Subject: Audit Review Committee Agenda

Dena, Dan Murrey, Bill James, Harry Jones and John McGillicuddy were appointed to the Audit Review Committee at the December 16, 2008 BOCC Meeting. BOCC voted and approved. The Resolution Establishing An Audit Review Committee simply outlines the duties of the committee. There is no mention of operations. Janice is still looking to see if there were any directions on who should be chairperson. Parks was chairperson for the full ten years since the committee was established. We have an agenda from the very first meeting that states elect chairman, but no minutes covering the election of chairperson. I have drafted the attached agenda, which can be changed. I included the DSS audit because I thought we should tell the ARC about the engagement. Gail From: Diorio, Dena R. Sent: Monday, April 06, 2009 10:15 AM To: McGillicuddy, John Subject: RE: Audit Review Committee Agenda

I will contact Dan today.

_____

From: McGillicuddy, John Sent: Monday, April 06, 2009 10:13 AM To: Diorio, Dena R. Subject: RE: Audit Review Committee Agenda

_____

From: Diorio, Dena R. Sent: Monday, April 06, 2009 9:34 AM To: McGillicuddy, John Subject: FW: Audit Review Committee Agenda

Hi John - see below. Do you want us to include the DSS audit on the agenda or wait until someone asks?

_____

From: Murchison, Gail Sent: Friday, April 03, 2009 2:20 PM To: Diorio, Dena R. Subject: Audit Review Committee Agenda

Dena, Dan Murrey, Bill James, Harry Jones and John McGillicuddy were appointed to the Audit Review Committee at the December 16, 2008 BOCC Meeting. BOCC voted and approved. The Resolution Establishing An Audit Review Committee simply outlines the duties of the committee. There is no mention of operations. Janice is still looking to see if there were any directions on who should be chairperson. Parks was chairperson for the full ten years since the committee was established. We have an agenda from the very first meeting that states elect chairman, but no minutes covering the election of chairperson. I have drafted the attached agenda, which can be changed. I included the DSS audit because I thought we should tell the ARC about the engagement. Gail From: Diorio, Dena R. Sent: Monday, April 06, 2009 10:16 AM To: Murchison, Gail Subject: RE: Audit Review Committee Agenda

Take off the DSS audit - we will discuss it if someone brings it up.

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From: Murchison, Gail Sent: Friday, April 03, 2009 2:20 PM To: Diorio, Dena R. Subject: Audit Review Committee Agenda

Dena, Dan Murrey, Bill James, Harry Jones and John McGillicuddy were appointed to the Audit Review Committee at the December 16, 2008 BOCC Meeting. BOCC voted and approved. The Resolution Establishing An Audit Review Committee simply outlines the duties of the committee. There is no mention of operations. Janice is still looking to see if there were any directions on who should be chairperson. Parks was chairperson for the full ten years since the committee was established. We have an agenda from the very first meeting that states elect chairman, but no minutes covering the election of chairperson. I have drafted the attached agenda, which can be changed. I included the DSS audit because I thought we should tell the ARC about the engagement. Gail From: Murchison, Gail Sent: Monday, April 06, 2009 11:00 AM To: Diorio, Dena R. Subject: RE: Audit Review Committee Agenda

OK. Done

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From: Diorio, Dena R. Sent: Monday, April 06, 2009 10:16 AM To: Murchison, Gail Subject: RE: Audit Review Committee Agenda

Take off the DSS audit - we will discuss it if someone brings it up.

_____

From: Murchison, Gail Sent: Friday, April 03, 2009 2:20 PM To: Diorio, Dena R. Subject: Audit Review Committee Agenda

Dena, Dan Murrey, Bill James, Harry Jones and John McGillicuddy were appointed to the Audit Review Committee at the December 16, 2008 BOCC Meeting. BOCC voted and approved. The Resolution Establishing An Audit Review Committee simply outlines the duties of the committee. There is no mention of operations. Janice is still looking to see if there were any directions on who should be chairperson. Parks was chairperson for the full ten years since the committee was established. We have an agenda from the very first meeting that states elect chairman, but no minutes covering the election of chairperson. I have drafted the attached agenda, which can be changed. I included the DSS audit because I thought we should tell the ARC about the engagement. Gail From: Murchison, Gail Sent: Monday, April 06, 2009 2:00 PM To: Diorio, Dena R. Subject: DSS Vouchers

Dena, FYI. Adam King, CBH, came to pick up the voucher data, which was in your out box, so I gave it to him. Gail From: Wilson, Mary Sent: Tuesday, April 07, 2009 7:15 PM To: Hurlburt, Angela; Diorio, Dena R. Subject: Fw: Good Friends funds

We need to have the auditors look into this matter and determine how long this has been going on, what is the extent of the issue and what steps were taken to correct this going forward.

Thanks, Mary

Mary E. Wilson Director Department of Social Services 301 Billingsley Road Charlotte, NC 28211 W) 704-336-mary C) 704-649-0568 mary.wilson@mecklenburgcountync.gov

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From: Cunningham, Darrell To: Wilson, Mary Sent: Tue Apr 07 19:11:16 2009 Subject: Fw: Good Friends funds

Fyi,

Darrell Cunningham Community Resources Division Director Mecklenburg County Department of Social Services 704-336-3286 (desk) 704-621-1540 (cell) Darr

Tool Name

E-mail correspondence of Dena Diorio