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2011-2769-Resolution No. 2011-031 Recorded 5/4/2011'REVIEW LEGAL COUNSEL DESCHUTES COUNTY OFFICIAL NANCY BLANKENSHIP, COUNTY COMMISSIONERS' JOURNAL 1111111 i 2031-7 0 II IIIIIII RECORD CLERKS CJ 1411.1169 05/04/201110:48:56 AM BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON A Resolution Approving a Grant Application with the Oregon Department of Revenue * RESOLUTION NO. 2011-031 WHEREAS, Deschutes County is applying to the Department of Revenue in order to participate in the Assessment and Taxation Grant; and WHEREAS, this state grant provide funding for counties to help them come into compliance or remain in compliance with ORS 308-232, 308.234, Chapters 309, 310, 311, 312, and other laws requiring equity and uniformity in the system of property taxation; and WHEREAS, Deschutes County has undertaken a self-assessment of its compliance with the laws and rules that govern the Oregon property tax system. County is generally in compliance with ORS 308.232, 308.234, Chapters 308, 310, 311, 312, and other laws requiring equity and uniformity in the system of property taxation , now, therefore, BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON, as follows: Section 1. County agrees to appropriate the budgeted dollars based on 100 percent of the expenditures certified in the grant application in the amount of $4,540,176 the total expenditure amount for consideration in the grant. If 100 percent is not appropriated, no grant shall be made to the county for the quarter in which the county is out of compliance. Section 2. County designates Scot Langton, County Assessor, phone number (541)388-6513, email address scotl(cr�,co.deschutes.or us , as the county contact person for this grant application DATED this `7 r day of 2011. ATTEST: Recording Secretary PAGE 1 of 1— RESOLUTION NO. 2011-031 BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON TAMMY BANEY, Chair TONY DEBONE, Vice Chair cuoll� ALAN UNGER, Commissioner OECP R E G O N Form 1 2011-12 ARTMENT ��-OF REVENUE Grant Application Staffing B. Valuation -Appraisal Staff COLUMN 1 COLUMN 2 COLUMN 3 1.00 Approved FTE Budgeted FTE Change 0.00 Current Year Coming Year (Column 2 County Deschutes (2010-11) (2011-12) less Column 1) 0.50 A. Assessment Administration Manufactured Structure/Floating Structure Appraisers 0.80 0.80 Assessor, Deputy, etc ............................................ 2.00 2.00 0.00 Assmt. Support Staff, Deed Clerks, & Data Entry Staff 8.50 8.25 (0.25) Total Assessment Administration 10.50 10.25 (0.25) B. Valuation -Appraisal Staff 1.00 1.00 Chief A raisers/A Appraisers/Appraiser ppraiser Supervisor ................. 1.00 1.00 Lead Appraisers.................................................... 0.00 0.00 Residential Appraisers5.70 .......................................... 4.00 6.20 Commercial/Industrial Appraisers ......................... 2.00 2.00 Farm/Forest/Rural Appraisers ............................... 0.50 0.50 Manufactured Structure/Floating Structure Appraisers 0.80 0.80 Personal Property Appraisers ................................... 1.75 1.75 Personal Property Clerks .......................................... 0.00 0.00 Sales Data Analyst ................................................... 1.00 1.00 Data Gatherers & Appraisal Techs ............................. 2.50 2.50 Total Valuation -Appraisal Staff .................................. 15.25 15.75 C. Clerk/BOPTA Staff 0.52 0.52 D. Tax Collection & Distribution Administration Administration, Deputy, etc ................................... 3.70 3.70 Support & Collection Staff ..................................... 1.70 1.70 Tax Distribution...................................................... 0.20 0.20 Foreclosure & Garnishment ................................... 0.20 0.20 Total Tax Collection & Distribution Staff ................ 5.80 5.80 E. Cartography & GIS Administration 0.00 0.00 0.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.50 0.00 0.00 0.00 0.00 0.00 Cartographic/GIS Supervisor 1.00 1.00 0.00 Lead Cartographer 0.00 0.00 0.00 Cartographers 3.90 4.00 0.10 GIS Specialist 0.00 0.00 0.00 Total Cartographic & GIS Staff 4.90 5.00 0.10 F. A&T Data Processing Staff 3.75 3.75 0.00 G. Total A&T Staffing (the sum of A -F above) 40.72 41.07 0.35 O R E O N DEPARTMG ENT WOF REVENUE County Deschutes Form 2 2011-12 Explanation of Staffing Issues In this section, explain any difference between approved staffing for the current year and staffing for the budgeted year. Explain why any funded positions were unfilled for the current year. Use this form to describe the intended use of nonpermanent workers (temporary help, project temporaries, and contractors) by A&T function, along with their cost. Note any special or unique aspects regarding who accomplishes the work and how they accomplish it related to Forms 4, 5, and 6. For example, if you use staff to perform personal property functions, other than reported on Form 1, Section B, note that here and include the FTE. 1.0 Appraiser FTE will be restored to the Assessor's FY11/12 budget. This position is expected to be added in January 2012 and is reflected in this grant application as an increase of 0.5 FTE at a budgeted expense representing half the full yearly costs since this position will be vacant the first half of the fiscal year. This additional appraisal position will be primarily assigned to appraisal maintenance activities. The Assessment Technician FTE was reduced by 0.25 FTE to reflect one staff position wanting to reduce their hours to so they could take college classes. The Tax Office budgeted $10,000 in extra help for assistance during peak seasons for tax collections activities. The Assessor's Office budgeted $35,000 in extra help which is used to assist in special projects through the use of contract employees, outside appraisal work, and retired staff. Some projects include contracting retired staff to review and insure the accuracy of the tax calculation process; contracting temporary help to assist in appraisal projects; and contracting private independent appraisers to provide appraisal expert witness services for appeals. OREGON Forma DEPARTMENT General Comments O F R E V E N U E County Deschutes 2011-12 Use this form to describe any issue in your budget that needs further clarification. Examples would be significant changes on Form 7, purchase of. a new data processing system, salary increases, new car purchases, personal services costs for maping, etc. You may also use this form to document any miscellaneous comments. N/A Form 2011-12 C__DE0F REGON A RTMENT SOF REVENUE Valuation-Appraisal Resources Number of Accounts Number of FTE County Deschutes by Activity by Activity Actual Estimated Actual Estimated Activities 2010-11 2011-12 2010-11 2011-12 1. Real Property Exceptions, Special Assessments, and Exemptions New Construction.................................................. 4986 2600 3.00 3.00 Zone Changes......................................................... 29 30 0.01 0.01 Subdivisions, Segregations, Consolidations ......... 417 425 0.25 0.25 Omitted Properties................................................ 15 15 0.01 0.01 Special Assessment Qualification and Disqualification 245 250 0.40 0.40 Exemptions............................................................. 385 375 0.20 0.20 Subtotal............................................................. 6,077 3,995 3.87 3.87 2. Appeals and Assessor Review Assessor Review and Stipulations ........................ 355 400 0.25 0.25 BOPTA................................................................... 2632 3000 4.00 4.00 Department of Revenue 324 100 0.01 0.01 Magistrate Division-Tax Court ............................ 97 100 1.00 1.00 Regular Division-Tax Court60 ................................. 10 0.05 0.05 Subtotal............................................................. 3,468 3,610 5.31 5.31 3. Real Property Valuation Physical Reappraisal............................................. 1300 6500 1.12 1.37 Recalculation only-no appraisal review ............... 17758 20000 1.50 1.75 Subtotal............................................................. 19,058 26.500 2.62 3.12 4. Business Personal Property (returns mailed) ...... 6704 6939 1.75 1.75 5. Ratio................................................................................................................. 1.30 1.30 6. Continuing Education.................................................................................... 0.40 0.40 7. Other Valuation-Appraisal Activity............................................................. 0.00 0.00 8. Total Valuation-Appraisal Staff (FTE)......................................................... 15.25 15.75 OREGON Forms 2011-12 DEPARTMENT Tax Collection/Distribution ;01WOF REVENUE Work Activity County Deschutes Number of Accounts by Activity Actual Estimated 2010-11 2011-12 1. Number of accounts requiring roll corrections Business Personal Property......................................................................... 41 50 Personal Property Manufactured Structures ............................................... 23 30 RealProperty................................................................................................ 599 600 2. Number of accounts requiring a refund Business Personal Property......................................................................... 18 20 Personal Property Manufactured Structures ............................................... 5 10 RealProperty................................................................................................ 1251 1200 3. Number of delinquent tax notices sent Business Personal Property......................................................................... 377 400 Personal Property Manufactured Structures ............................................... 459 500 RealProperty................................................................................................ 6641 9000 4. Number of foreclosure accounts processed RealProperty only......................................................................................... 74 75 5. Number of accounts issued redemption notices RealProperty only........................................................................................ 29 30 6. Number of warrants 315 300 7. Number of garnishments 10 10 8. Number of seizures o 0 9. Number of bankruptcies 596 600 10. Number of accounts with an address change processed 5740 5000 11. How many second trimester statements do you mail? ........................ 21000 12.How many third trimester statements do you mail? 13000 13. Does the county contract for lock box service? .................................... ]Yes nNo 14.Does the county use in-house remittance processing? ....................... ■ Yes nNo 15. If tax collector is combined with another county function, please describe that function. The Tax Department is part of the Finance Department 0DEOP R E G 0 N Form 6 2011-12 ARTMENT Assessment and Administrative �IOF REVENUE Support and Cartography Work Activity County Deschutes Assessment and Administrative Support Work Activity Numbers by Activity Actual Estimated 2010-11 2011-12 1. Number of Deeds Worked 12712 13000 Cartography Work Activity 1. Number of new tax lots..................................................................... 2. Number of lot line adjustments....................................................... 3. Number of consolidations................................................................ 4. Number of new maps........................................................................ 5. Number of tax code boundary changes ......................................... Numbers by Activity Actual Estimated 2010-11 2011-12 342 348 357 365 45 47 30 34 5 6 K U) U N C : C N Q M C co C ' � U 0 -o N : cz U (0 C2 O N O O m N p J N co cq Cl) N N Q N O Rq <h O N N N N O (O .^- i - <n O ♦�.. 61%2 613 C7 O C p C (TS (n C) C)= N W Y 'O 'a. N c LL: Q N N y 0 U a) a) X o— tm d C Q 0 N 00 .L.. h z r > L No rn 01 o o -` o c+i O m rn E M N mfl- N u Fo O 0 LLI °U' m Q 09. 0 N Q 16 0) O �' U o C N C O O o N o 00 as rn N CZ x O —_ Q Cl) co O yi — u - W N VQ i U Q U O 6 fE 'C3 x� N `t a. 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LL N y ` N y N N co N N 1 w -0 Up a U U U O N T LL to CL a a n a a a a m r CL a 0 m t m a¢ Q aa Q t a a a o U Q y W N U T T C T T v T v T -t N 7 C E N E E N N N LL N a O o O a O ma O a a a O Co Q R aa) aa) to m 00) r- a a` a 4 a` p a O s a` N Q N N N Q Q Q O N N 0) N Q W W WW W W L~L W LL LLC) LL LL LL O O O O d m O O O n Lo tm — — _ C 01 t' — O — N w LL N N O U C U N N E '.3 r H Yyl m= N F- N 0 °s y m aa) ami 10 a N m aci ani aZi N E E E E E u) u) Q N of U) N y N N N ( E 0) E (A W c < U U N r i r' W W W W Wi LL W LLLLLLL LL = C o 0 0 O 7 ` o) W CL o y L O ci 0 LL V w f6 r O N T T d a) C7 N U m m m m~ m U Q Q t U U D U N N N C7 4% N Q Deschutes Count Tax Office Organization Chart Marty Wynne, Finance Director, Treasurer and Tax Collector Tax Collector Customer Service Customer Service Clerk If Clerk II Personal Property P.T. Customer H-� Property Tax Analyst Collections Service Clerk II