Loading...
2023-129-Resolution No. 2023-019 Recorded 4/24/2023REVIEWEnD� Y V _ LEGAL COUNSEL Recorded in Deschutes County CJ2023-129 Steve Dennison, County Clerk Commissioners' Journal 04/24/2023 1:34:18 PM ��VYES C� Il � l l III�I��I II (I II' II ll l lI I'll 2023-129 BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON A Resolution Approving a Grant Application with the Oregon Department of Revenue * RESOLUTION NO. 2023-019 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, ORS 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, ORS 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 S7,681,559 the total expenditure amount for consideration in the grant. If 100 percent of the expenditures is not appropriated or the county is out of compliance with the laws referred to in the recitals, 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 scotlkco.deschutes.or.us , as the county contact person for this grant application DATED this �g day of P 2023. ATTEST: ✓ TU l�) Recording Secretary BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON Anthony DeBone, Chair ,— �AL s U" 11 \ �'a C Z'/_� Patti Adair, Vice Chair Phil Chang, Commissioner PAGE 1 OF I —RESOLUTION NO. 2023-019 O R E G O N Form 1 2023-2024 ,� DEPARTMENT Grant Application Staffing OF REVENUE Column 1 Column 2 Column 3 Approved FTE Budgeted FTB Change current year coming year (Column 2 County DESCHUTES (2022-23) (2023-24) less Column 1) . A. Assessment administration ..................................... Assessor, deputy, etc. ....... 2.00 2.00 0.00 Assmt. support staff, deed clerks and data entry staff 10.00 20.26 0.26 Total assessment administration staff .............. 12.00 12.26 0.26 B. Valuation and appraisal staff Chief appraisers/appraiser supervisor ................... 1.00 1.00 0.00 Lead appraisers.....................................................1 0.00 0.00 0.00 Residential appraisers ............................................ 0.70 8.70 0.00 Commercial/industrial appraisers 2.50 2.50 0.00 Farm/forest/rural appraisers ................ u 0.50 0.50 0.00 Manufactured structure/floating structure appraisers 0.80 0.80 0.00 Personal property appraisers ...................... 2.00 2,00 0.00 Personal property clerks ..................... 0.00 0.00 0.00 . ... ...... Sales data analyst ............................................. 1.00 1.00 0.00 Data gatherers and appraisal techs ............................ 2.50 2.50 0.00 Total valuation and appraisal staff .... 19.00 19.00 0.00 C. Board of Property Tax Appeals (BoPTA) 0.52 0.52 0.00 D. Tax collection and distribution administration Administration, deputy, etc ..................................... 0.94 0.65 (0.29) Support and collection ........................................... 2.64 2.75 0.11 Tax distribution ....................................................... 0.25 0.25 0.00 Foreclosure and garnishment ................................. 0.35 0.25 (0.10) Total tax collection and distribution 4.18 3.90 (0.28) E. Cartography and GIS administration Cartographic/GiS supervisor .................................. 1.00 1.00 0.00 Leadcartographers................................................ 0.00 0.00 0.00 Cartographers......................................................... 3.00 3.00 0.00 GIS specialists ................... 0.00 0.00 0.00 Total cartographic and GIS staff ...................... 4.00 4.00 0.00 F. Dedicated IT services for A&T 1.25 0.88 (0.37) G. Total assessment and taxation staffing 40.95 40.56 (0.39) d R E G O N Form 2 2023-2024 bEPARTMENT Explanation of Staffing Issues OF REVENUE County DESCHUTES 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 those reported on Form 1, Section B, note that here and include the FTE. Tax Office is part of the Finance Office, which also includes transient room tax and dog licensing; Temporary help and part time help is used in both the Assessor and Tax Office's during peak seasons; Two part time .63 FTE Admin Support Tech`s were hired to replace one full time FTE, increase of .26 FTE Tax Office staff was reallocated within the Finance Office resulting in an overall Tax Office staff decrease of .28 FTE County A&T has continued to see a significant turnover in positions due to a larger number of retirements plus typical staffing changes. This coupled with difficulty in recruiting has created longer then desired timeframes in filling these positions County Form 3 2023-2024 O R E G o N DEPARTMENT General Comments OF REVENUE DESCHUTES Use this form to describe any issue in your budget that needs further clarification. Examples include significant changes on Form 7, purchase of a new data processing system, salary increases, new car purchases, personnel services, costs for mapping, etc. You can also use this form to document any miscellaneous comments about this grant application. NA Form 4 2023-2024 O R E G O N DEPARTMENT Valuation and ,Appraisal OF REVENUE Resources County DESCHUTES Activities 1. Real property exceptions, special assessments and exemptions New construction.................................................... Zonechanges........................................................... Subdivisions, segregations, and consolidations.. Omitted properties ................................................. Special assessment qualification and disqualification Exemptions.............................................................. Subtotal.............................................................. Number of accounts by activity Actual Estimated (2022-23) (2023-24) 6,700 30 1,250 128 50 700 8,858 Number of iFTE by activity Actual Estimated (2022-23) (2023-24) 6,600 10.00 10.00 40 0.01 0.01 1,142 1.50 1.50 75 0.01 0.01 50 0.40 0.40 750 0.20 0,20 8,657 12.12 12.12 2. Appeals and assessor review Assessor review and stipulations ........................... 58 100 0.10 0.10 BOPTA.................................................................... 70 100 0.20 0.20 Department of Revenue .......................................... 0 0 0.00 0.00 Magistrate Division of the OregonTax Court......... 5 10 0.10 0.10 Regular Division of the OregonTax Court .............. 0 1 0.01 0.01 Subtotal .......................... 133 211 0.41 0.41 3. Real property valuation Physical reappraisal ............................. I-— ........... I. 1,200 1,500 1.52 1.52 Recalculation only -no appraisal review ................ 50,000 50,000 1.25 1.25 Subtotal.............................................................. 51,200 51,500 2.77 2.77 4. Business ty{ returns mailedj...... er personal property p p p 7,400 7,630 2.00 2.00 1.30 1.30 5. Ratio 6. Continuing education.................................................................................... 0.40 0.40 7. Other valuation --appraisal activity 0.00 0.00 8. Total valuation and appraisal staff (FTE) ............ 19.00 19.00 a R E c o N Form 5 2023-2024 DEPARTMENT Tax Collection and Distribution OF REVENUE Work Activity DESCHUTES Number of accounts County by activity Actual Estimated (2022-23) (2023-24) 1. Number of accounts requiring roil corrections 1 1 ................. Business personal property............................................................. Personal property manufactured structures ...................... . ...................... 34 4 2 Realproperty ................................. ............... 396 397 2. Number of accounts requiring a refund Business 6 6 personal property.......................................................................... Personal property manufactured structures ........................... 60 2 Realproperty................................................................................................. 261 z54 3. Number of delinquent tax notices sent Business personal property 206 Personal property manufactured structures ............................ 401 410 Realproperty................................................................................................. 2,931 31 2,830 4. Number of foreclosure accounts processed Realproperty only......................................................................................... 30 38 5. Number of accounts Issued redemption notices Real property only ........................... 10 11 6. Number of warrants ......... 452 350 7. Number of garnishments............................................................................ 3 6 8. Number of seizures..................................................................................... 0 0 9. Number of bankruptcies............................................................................. 40 41 10. Number of accounts with an address change processed ..................... 6,705 6,838 11. How many second trimester statements do you mail? 10,083 12. How many third trimester statements do you mail? ....... 8,486 13. Does the county contract for lock box service? ...................................... ❑ Yes ® No 14. Does the county use in-house remittance processing? ........................ ® Yes ❑ No 15. is tax collecting combined with another county function? .............. ® Yes ❑ No ff yes, describe that function on Form 2. Form 6 2023-2024 O R E G O N aEPARTMENT Assessment and Administrative of REVENUE Support and Cartography Work ,activity County DESCHUTES Assessment and administrative support work activity Numbers by activity Actual Estimated (2022-23) (2023-24) 1. Number of deeds worked.................................................................. 24,000 17,200 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 (2022-23) (2023-24) 1,000 950 200 150 75 45 25 25 15 15 4) C CL w i O E E N � It 11) i` M N N � LO cr 00 9 Ln Lo m rn W N Ll 0 m O � \O v a "ttit-�� i m Ln o I'D N Cam.) d Ln P CIA O m in Gm Q N O Ln Ln tll Lh ro ua o, co w ON O CO O O o 05 m o m � j %d bo r-i C Q, 0 Ln Ln CO N m (b U� fT O O 6, � o 00 a U 0 m gO Ln H dam" N (U � Ifs N M N C Q rocm r4 (r O E N Q Q 4) C N V Z� N ra K 41Co rOn v N CO OQ. Cl C 0 1 QX, 42 O C N Q. i U C i N ro 4'' O irL P C? r N CM V' O N N O m m O o 0" r! a, 0-� o � � O (N U U , ro .c w rn m CL ro 'r; U C a �s a a, o E ro CO N o 0 Co a X C U c N 'a CD C CO �T M 0 N U .Q O O E O 401 lEn CL r= W a, CO c -0 (D U) c E 41 c ° C (D N U C C d N N W Lo ax N t� 'C (Dro Q N 4- CL co 0 tcf O O 9=F0 `L a, Faao ,6 co N; 4 o a 41 rl- 80 ins _0 rn IT 4- j ►.. O N ,C W n a 0 co o Q OL Lo o f Cj)ro c 0 as cOnU C] O c Co O L� �5 f U O N O O 5 0) AA�� VI Cl NOHUI� O r CV C,3 Cn r- r T- Y- MEETING DATE: April 12, 2023 SUBJECT: Resolution No. 2023-019, authorizing the application for an assessment and taxation grant from the Oregon Department of Revenue RECOMMENDED MOTION: Approve Resolution No. 2023-019 to authorize the application for an annual assessment and taxation grant from the Oregon Department of Revenue. BACKGROUND AND POLICY IMPLICATIONS: The amount of the grant is based on the total assessment and taxation amounts of all Oregon counties, which is apportioned based on each county's percentage of that total. BUDGET IMPACTS: FY 23-24 estimated grant revenue to Deschutes County is $850,000. ATTENDANCE: Scot Langton, Deschutes County Assessor