2017-220-Resolution No. 2017-016 Recorded 5/5/2017REVIEWED
LEGAL COUNSEL
Recorded in Deschutes County CJ2017_220
Nancy Blankenship, County Clerk
Commissioners'Journal 05/05/2017 12:26:41 PM
BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON
A Resolution Transferring Appropriations
Within the Various Funds of the 2016-2017 * RESOLUTION NO. 2017-016
Deschutes County Budget and Directing Entries
WHEREAS, attached is an e-mail from the Property Manager requesting a transfer of
appropriation, and
WHEREAS it is necessary to transfer appropriation within the Deschutes County Budget to
accommodate the request; now therefore,
BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES
COUNTY, OREGON, as follows:
Section 1. That the following transfer of appropriation be made:
General Fund
Contingency
Property Management Department
Program Budget
($ 14,058)
$ 14,058
Section 2. That the Finance Director make the appropriate entries in the Deschutes County
Budget document to show the above appropriations.
DATED this 17th day of April, 2011.
BOARD OF COUNTY COMMISSIONERS OF
DESCHUTES COUNTY, OREGON
TAMMY BANEY,
ATTESrI': ANTHNY DEBONE, Vice -Chair
(A )v
,KC_c_ofd6g Secretary PHILIP G. HENDERSON, Commissioner
PAGE I OF i -RESOLUTION No. 2017-016 (04/17/17)
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Property Management
James Lewis, Property Manager
-C
Location: 14 NW Kearney Street, Bend
Mailing: PO Box 6005, Bend, Oregon 97708
(541) 330-4686 Fax: (541) 317-3168
Auction Details: (541-385-1414
www.deschutes.org/auction
MEMORANDUM
To: Deschutes County Board of Commissioners
From: James Lewis, Property Manager
Date: March 30, 2017 (for April 5, 2017 BOCC work session)
RE: Budget Adjustment — Personnel Request
Hello Commissioners:
The requested budget amendment is to add one additional work day per week for the Property
Management Administrative Assistant, Deborah Cook. Deborah is currently a 0.60 FTE, and
the request would make her position a 0.80 FTE (an addition of 0.20). The attachment shows
the affected change to the budget, including annual wages ($11,290.81), benefits ($2,766.69)
and the combined total ($14,057.50). The request would become effective May 1, 2017, and
would be included in the 2017/18 annual budget.
The basis for this request results from an evaluation of the volume of work currently done by
Property Management (James Lewis - 1.0 FTE, and Deborah Cook — 0.6 FTE) since the
retirement of Susan Ross in her role as the Properties and Facilities Department Director as of
June 30, 2016 (9 months ago). In her role as the P&F Director, Susan budgeted 0.30 of her
time directly to Property Management. As a result of that retirement, I have assumed all of the
property duties that were previously done by Susan. Consequently, Deborah Cook assumed
some of the tasks that I was previously completing. This 9 -month evaluation allowed us to
determine over that period (during which were included regular annual tasks, such as: lease
updates, invoicing, annual auction process, tax foreclosure property administration, asset
property administration, etc.) the increase to Deborah's day to day work load resulting from the
shifted responsibilities, and her ability to complete these tasks within her current 3 -work day
schedule. An additional factor related to this is my ability to effectively fulfill the additional
responsibilities resulting from Susan's retirement on the days that Deborah is not in the office —
because I am called upon to complete all tasks when she is not here. The result is a delay in
service and affected timelines.
The request affects the General Fund portion of the County Budget that is allotted to Property
Management, with a revenue portion of that budgeted fund actually being an allowed transfer in
from the proceeds of the surplus property auction to account for the mandated property
management duties associated with tax foreclosed properties.
This item will be presented and discussed at your work session on April 5, 2017
Thank you, James
Deschutes County encourages persons with disabilities to participate in all programs and activities. If you need accommodations to
make participation in an event possible or to request this information in an alternate format please contact (541-330-4686.
ES,C
° { Deschutes County Board of Commissioners
1300 NW Wall St., Suite 200, Bend, OR 97701-1960
(541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org
AGENDA REQUEST & STAFF REPORT
For Board Business Meeting of April 17, 2017
Please see directions for completing this document on the next page.
DATE: April 10, 2017
FROM: Wayne Lowry Finance (541) 388-6559
TITLE OF AGENDA ITEM:
Consideration and signature of Resolution #2017-016, transfer of appropriation to the Property
Management Department from General Fund Contingency.
PUBLIC HEARING ON THIS DATE? NO
BACKGROUND AND POLICY IMPLICATIONS:
Consideration of Resolution 42017-016. The Property Management Department needs appropriation to
add .20 FTE to an existing .60 FTE. position. This was not anticipated at the time the FY 2017 budget
was adopted, therefore additional appropriation is required.
FISCAL IMPLICATIONS:
A transfer of appropriation from General Fund Non -Departmental Contingency category to the
Program Budget in the General Fund's Property Management Department for $14,058 is necessary.
RECOMMENDATION & ACTION REQUESTED:
Approval and signature of Resolution #2017-016.
ATTENDANCE: Wayne Lowry
DISTRIBUTION OF DOCUMENTS:
Wayne Lowry, Finance Department 388-6559
James Lewis, Property Management 385-1414