HomeMy WebLinkAboutRes 123 - Transfer Appropr - AssessorDeschutes 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 October 31, 2012
Please see directions for completing this document on the next page.
DATE: October 23,2012
FROM: Marty Wynne Finance Phone # (541) 388-6559
TITLE OF AGENDA ITEM:
Consideration and signature of Resolution #2012-123, transfer of appropriation in the Deschutes
County General Fund/Assessor's Office.
PUBLIC HEARING ON THIS DATE? NO
BACKGROUND AND POLICY IMPLICATIONS:
Consideration of Resolution #2012-123. The Assessor's Office will increase the Personnel Category by
$26,525. Due to current legislative changes, an increased workload in the personal property division of
the Assessor's Office has occurred. A personal property analyst will be increased by .25 FTE to
1.00 FTE. This change was not anticipated at the time of the FY 2013 budget.
FISCAL IMPLICATIONS:
A transfer of appropriation from Contingency to Personnel for $26,525 is necessary.
RECOMMENDATION & ACTION REQUESTED:
Approval and signature of Resolution #2012-123.
ATTENDANCE: Marty Wynne
DISTRIBUTION OF DOCUMENTS:
Marty Wynne, Finance Department (541) 388-6559
Scot Langton, Assessor's Office (541) 388-6513
REVIEWED
LEGAL COUNSEL
For
BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON
A Resolution Transferring Appropriations *
Within the Various Funds of the 2012-2013 * RESOLUTION NO. 2012-123
Deschutes County Budget and Directing Entries *
WHEREAS, attached is an e-mail from the Assessor 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: 001-0200-501.97-01 Deschutes County General Fund,
Assessor, Contingency $ 26,525
TO: 001-0200-419.17-08 Deschutes County General Fund,
Assessor, Personal Property Analyst (.25FTE)$ 15,612
TO: 001-0200-419.21-10 Deschutes County General Fund,
Assessor, Life/Long Term Disability $ 107
TO: 001-0200-419.21-50 Deschutes County General Fund,
Assessor, Health/Dental Insurance $ 7,543
TO: 001-0200-419.22-01 Deschutes County General Fund,
Assessor, FICA/Medicare $ 1,194
TO: 00] -0200-419.23-01 Deschutes County General Fund,
Assessor, PERS -Employee/Employer $ 1.951
TO: 001-0200-419.26-01 Deschutes County General Fund,
Assessor, Worker's Comp Insurance $ 118
PAGE 1OF 2·RESOLUTION NO. 2012·123 (10/31/12)
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1 Section 2. That the Finance Director make the appropriate entries in the Deschutes County
Budget document to show the above appropriations.
DATED this ____st day of October, 2012.
I ATTEST:
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1 Recording Secretary
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I PAGE 2 OF 2-RESOLUTJON NO. 2012-123 (10/31112)
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BOARD OF COUNTY COMMISSIONERS OF
DESCHUTES COUNTY, OREGON
ANTHONY DEBONE, Chair
ALAN UNGER, Vice-Chair
TAMMY BANEY, Commissioner
Lacy Nichols
From: Scot Langton
Sent: Friday, October 12, 2012 1:00 PM
To: Marty Wynne; Jeanine Faria; Lacy Nichols
Cc: Erik Kropp; Teri Maerki
Subject: Appropriation Transfer 001-02 Assessor 10092012.xls
Attachments: Appropriation Transfer 001-02 Assessor 10092012.xls
Attached a request to move Ericka Fredricks to full time. Thank you Teri for helping put this together; though still
wondering if we need to transfer funds out of contingency since there are currently and will be at year end more then
adequate funds in the Personal Services category to cover this change
Thank you
Scot
1
Deschutes County
Appropriation Transfer Request
Item Line Number
Item (HTE 14 digit code)
1 001-0200-419.17-08
2 001-0200-419.21-10
3 001-0200-419.21-50
4 001-0200-419.22-01
5 001-0200-419.23-01
6 001-0200-419.26-01
7 001-4500-501.97-01
TOTAL
Category Description
(Pers, M&S, Cap Out, (Element-Object, e.g. Time Mgmt,
Contingency) Temp Help, Computer Hardware)
Personnel Personal Property Analyst (+.25 FTE)
Personnel Life/Long Term Disability
Personnel Health/Dental Insurance
Personnel FICA/Medicare
Personnel PERS
Personnel Workers' Compensation Ins
Contingency Contingency
Current
Budgeted Revised
Amount To (From) Budget
108,502 15,612 124,114
9,287 107 9,394
467,667 7,543 475,210
139,093 1,194 140,287
226,426 1,951 228,377
32,100 118 32,218
7,766,703 (26,525) 7,740,178
8,749,778 -8,749,778
A transfer of appropriation is required for the following reason and wilt be used for the following purpose:
This request will increase a currently filled position from.75 FTE to 1.00 FTE. The additional .25 FTE is needed because the
workload increased due to a legislative change last session which calls for a change in how Machinery & Equipment are
appraised and placed on the tax roll and the large increases in size of the various Enterprise Zones. Approval by email from the
Interim County Administrator was received on October 3,2012 with information indicating the Board of County Commissioners
had been apprised of the request and agreed to the change.
Fund:
Dept:
Requested by:
Date:
General Fund 001
Assessor 02
Scot Langton
10/10/2012