HomeMy WebLinkAboutRes 135 - Transfer Approp - CDD FundDeschutes 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 December 15,2014
Please see directions for completing this document on the next page.
DATE: December 8, 2014
FROM: Wayne Lowry ~.J-Finance Phone # (541) 388-6559
TITLE OF AGENDA ITEM:
Consideration and signature of Resolution #2014-135, transfer of appropriation in the Deschutes
County Community Development Fund.
PUBLIC HEARING ON THIS DATE? NO
BACKGROUND AND POLICY IMPLICATIONS:
Consideration of Resolution #2014-135. Due to increasing development activity, it has been determined
that adding back the 1.00 FTE Senior Planner position, which had been in the budget through FY 2014,
may be necessary. This reinstated position will be filled only if necessary to meet business demands.
The addition of the 1.00 FTE was approved by County Administrator on 12/4/2014.
FISCAL IMPLICATIONS:
A transfer of appropriation from Contingency to Personnel for $92,025 is necessary.
RECOMMENDATION & ACTION REQUESTED:
Approval and signature of Resolution #2014-135.
ATTENDANCE: Wayne Lowry
DISTRIBUTION OF DOCUMENTS:
Wayne Lowry, Finance Department 388-6559
Nick Lelack, Community Development 385-1708
REVIEWED
LEGAL COUNSEL
For
BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON
A Resolution Transferring Appropriations *
Within the Various Funds of the 2014-2015 * RESOLUTION NO. 2014-135
Deschutes County Budget and Directing Entries *
WHEREAS, attached is an e-mail from the Community Development Director requesting a
transfer of appropriations, and
WHEREAS it is necessary to transfer appropriations 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 transfers of appropriations be made:
FROM: 295-3601-501.97-01 Deschutes County Community Development Fund,
Contingency $ 92,025
TO: 295-3662-419.11-15 Deschutes County Community Development Fund,
Personnel, Senior Planner (1.00 FTE) $ 59,957
TO: 295-3662-419.21-10 Deschutes County Community Development Fund,
Personnel, Life/Disability $ 302
TO: 295-3662-419.21-50 Deschutes County Community Development Fund,
Personnel, Health/Dental $ 17,750
TO: 295-3662-419.22-01 Deschutes County Community Development Fund,
Personnel, FICA/Medicare $ 4,504
TO: 295-3662-419.23-01 Deschutes County Community Development Fund,
Personnel, PERS -EmployeelEmployer $ 8,706
TO: 295-3662-419.25-01 Deschutes County Community Development Fund,
Personnel, Unemployment $ 353
TO: 295-3662-419.26-01 Deschutes County Community Development Fund,
Personnel, Worker's Compensation $ 453
PAGE 1OF 2-RESOLUTION NO. 2014-135 (12/15/14)
Section 2. That the Finance Director make the appropriate entries in the Deschutes County
Budget document to show the above appropriations.
DATED this ~____th day of December, 2014.
BOARD OF COUNTY COMMISSIONERS OF
DESCHUTES COUNTY, OREGON
TAMMY BANEY, Chair
ATTEST: ANTHONY DEBONE, Vice·Chair
Recording Secretary ALAN UNGER, Commissioner
PAGE 2 OF 2-RESOLUTION NO, 2014-135 (12115/14)
Lacy Nichols
From: Wayne Lowry
Sent: Friday, December 05,2014 12:24 PM
To: Jeanine Faria; Lacy Nichols
Subject: FW: CDD Budget Adjustment Request
Attachments: Appr Transfer Request Fund 295 FY 2015-Sr Planner-1.xlsx; CDD Org Chart November
2014.pptx
Here is a budget adjustment request for CDD.
Wayne lowry, CPA I Finance Director/Treasurer Deschutes County
1300 NW Wall St., Ste. 200 I Bend, Oregon 97701-1906
Office: (541) 388-6559 Cell: (541) 788-0093 Wayne.lowry@deschutes.org
-----Original Message----
From: Nick lelack
Sent: Friday, December 05,201412:04 PM
To: Wayne lowry
Cc: Kathleen Stockton
Subject: CDD Budget Adjustment Request
Hi Wayne,
I
I am writing to request the addition a senior planner position per the attached form. As stated in the attachment, this
position was created over a year ago due to the consolidation of the Planning Director and Community Development
Director positions. However, it was transferred to Coordinated Services for a new Permit Technician (Jennifer lawrence)
due to significant increases in business volumes and a forthcoming retirement (Permit Tech Marti Mello retired earlier
this year). It was unknown whether Marti's position would transfer back to the senior planner position or remain and
become a permanent 6th permit tech. Based on business volumes all year, we determined we needed to keep the 6th
permit tech position, which we have just filled (the new person starts on Dec. 15). While we do not anticipate filling the
senior planner position in the near term, Tom and I agree that we should add it back to the budget and org chart in the
I event we need to do so.
Please find attached a revised org chart (Tom thought it helpful to include this in the budget request to clearly
demonstrate the org structure after several changes have or will occur).
No rush for Board approval.
I
Please let me know if you have any questions or comments.
! Thank you. '
Nick lelack, AICP, Director
Deschutes County Community Development Department PO Box 6005
,I 117 NW lafayette
Bend, OR 97708-6005
Office: 541.385.1708/ Cell: 541.639.5585/ Fax: 541.385.1764 www.deschutes.org/cdd
1
Deschutes County
Appropriation Transfer Request
Item line Number
Item (HTE 14 digit code)
1 295-3662-419.11-15
2 295-3662-419.21-10
3 295-3662-419.21-50
4 295-3662-419.22-01
5 295-3662-419.23-01
6 295-3662-419.25-01
7 295-3662-419.26-01
8 295-3601-501.97-01
TOTAL
Category Description
(Pers, M&S, Cap Out, (Element-Object, e.g. Time Mgmt,
Contingency) Temp Help, Computer Hardware)
Personnel Services Senior Planner (+1.00 FTE)
Personnel Services life/Long Term Disability
Personnel Services Health/Dental Insurance
Personnel Services FICA/Medicare
Personnel Services PERS
Personnel Services Unemployment Insurance
Personnel Services Workers' Compensation
Contingency Contingency
Current
Budgeted
Amount To (From)
53,865 59,957
1,243 302
57,689 17,750
19,273 4,504
41,796 8,706
1,146 353
3,835 453
478,206 (92,025)
657,053 -
Revised
Budget
113,822
1,545
75,439
23,777
50,502
1,499
4,288
386,181
657,053
A transfer of appropriation is required for the following reason and will be used for the following purpose:
Due to increasing development activity, it has been determined that adding back the 1.00 FTE Senior Planner position, which
had been in the budget through FY 2014, may be necessary. This reinstated position will be filled only if necessary to
meet business demands. The addition of the 1.00 FTE was approved by County Admininstrator on 12/4/2014.
Fund:
Dept:
Requested by:
Date:
295-3662
COD
Nick Lelack
12/5/2014
Reorganization
December 2014
CHANGES
Red Line around box indicates
changed position or number of
positions .
1. Change GIS Analyst position to
Senior Systems Analyst. Move
from Planning to COD Director
due to expanded scope and
responsibilities of position .
2. Change EH Specialist III to EH
Supervisor. Fill current EH
Specialist 3 with EH Specialist 1.
3. Add 1 Long Range I Current
Senior Planner. Position was
temporarily reclassified to Permit
Technician in December 2013 .
4. Interim I Temporary 6 Permit
Technicians becomes
permanent.
5. • ind icates new position
proposed to be added to Org
chart and filled as needed .
6. •• indicates position budgeted in
2014-15 but not yet filled. 2 new
positions were budgeted. 1 was
filled in Building Safety. 1 has
not yet been filled in
Environmental Soils.
CooTnunIty Development
Director
Senior Systems Analyst
-COD
....
-,
Planning
Manager
1.00 FTE
1.00 FTE
....IiIb ....
e--..v ~--.l.IJOFTE
Senior
Transportation
Planner
1.00 FTE
Senior Long
Rangel
Current
Planner
1.00 FTE*
Associate
Long Range
Planner
Senior Current
Planner
3FTE
Aaoclete
Current PWnner
1 FTE
1.()O FTE.
I-AdA .......
UJO FTE
8uIdIng IIIfIly..
UIOFI&
,..
Asat. Building
Safety Director
1.00 FTE
i ........---~ ~n.
-
CcIn'i Awfds......
,RNtW
2.OOFlE
CommJ
ReeIdIntIal
Inspectcn
3.00FTE
CommJ
Residential
Inspectors
3.00 FTE
Environmental
Health
Supervisor
1.00 FTE
Environmental
Health
SpeclaHst I
**1.00 FTE
M ••'.....,.-.....i .GOAE
Pennlt
Technician
8.00FTE
Code El toR:MIent
2.00FTE
1.00 FTE