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HomeMy WebLinkAboutRes 049 - Transfer Appropr - Health BenefitsDeschutes County I3oard of Commissioners 1300 NW Wall St., Suite 200. Bend. OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - vvvvv-v.deschutes,ori, AGENDA REQUEST & STAFF REPORT For Board Business Meeting of May 25, 2011 Please see directions fOr completing this document on the next page. DATE: May 11, 2011 FROM: Marty' Wynne Finance Phone # (541) 388-6559 TITLE OF AGENDA ITEM: Consideration and signature of Resolution 112011-049. transfer of appropriation in the Deschutes County Health Benefits Trust Fund. PUBLIC HEARING ON THIS DATE? NO BACKGROUND AND POLICY IMPLICATIONS: Consideration of -Resolution 4201.1-049. The cost of the Deschutes On-site Clinic remodel exceeded the amount originally estimated. Additional appropriation is required in the Capital Outlay category. FISCAL IMPLICATIONS: A transfer of appropriation from Contingency to Capital Outlay for S8.100 is necessary. RECOMMENDATION & ACTION REQUESTED: Approval and signature of Resolution #2011-049. ATTENDANCE: Marty Wynne DISTRIBUTION OF DOCUMENTS: Marty Wynne. Finance Department 388-6559 REVIEWED LEGAL COUNSEL_ For Recording Stamp Only BEFORE TI IE BO,'\RD OF COUNTY TY COMMISSIONERS Of DESCI IIJ FES COL"NTY. OREGON A Resolution Transferring Appropriations Within the Various Funds of the 2010-2011 Deschutes County Buduct and Directing Entries RFSOLITTION NO. 2011-049 WHEREAS. attached is a document from the Finance Department requesting a transfer of appropriations. and WHEREAS it is necessary to transfer appropriations v.yithin the Deschutes County Budget to accommodate the request; now therefore, BE. IT RESOLVED 13Y 11111 BOARD Of COUNTY COMMISSIONERS OF DESCIR 11::S COUNTY. OREGON, as follows: Section 1. That the follovying transfers of appropriations be made: FROM: 675-3100-501.97-01 Deschutes County Health Benefits Trust. Personnel, Contingency 5 8.100 TO: 675-5200-415.92-10 Deschutes County Health Benefits Frust. Deschutes Onsite Clinic. Building, Remodel 5 8.100 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 May, 2011. BOARD OF COUNTY COMMISSIONERS OF DESCI-IIJTES COUNTY. OREGON "TAMMY BANFY. Chair ATTEST: ANTI IONY DFI3ONF, Vice -Chair Recording Secretary I'vc;l 101 1-I>;rsrn nu,' vO ?ul 1-O4) O 2S/11 AlAN UNGER. Commissi oner Lacy Nichols From: Lacy Nichols Sent: Wednesday, May 1 1, 201 1 9 14 AM To: Lacy Nichols Subject: Fund 675 Original Message From: Jeanine Faria Sent: Tuesday, March 22, 2011 2:34 PM To: Marty Wynne Subject: Fund 675 The expenditures entered to date for the remodel of 1340 NW Wall Street for the Deschutes On-site Clinic total $103,179.07. The retainage payment, $4,739.50, has not yet been made to the contractor The amount appropriated for the remodel was $100,000. Assuming the final payment to the contractor is the only outstanding item, about $8,000 more in appropriation is required. I've attached the Excel spreadsheet. Make any changes to the spreadsheet (increase the amount of the transfer to Capital Outlay or edit the explanation) and then forward to Lacy so she can prepare the resolution. Jeanine 1 A transfer of appropriation is required for the following reason and will be used for the following purpose Health Benefits Trust N U 0 0 (`7 (T C c O a) 0 m C T t (a T a a) a) a =ai c 0 0- = a) a) ca lL 0 a 0 Revised Budget CO CO CO LO 0 0 1— CO TOTAL 14,003,488 - 14,003,488 rn 0 CO- To (From) ,--, 0 8,100 CO Current Budgeted Amount 13,903,488 0 0 0 0- 0 Description (Element -Object, e.g. Time Mgmt, Temp Help, Computer Hardware) Contingency 1Building Remodel Category (Pers, M&S, Cap Out. Contingency) Contingency T (a 7 0 ra 0 co 0 Line Number (HTE 14 digit code) 675-3100-501.97-01 675-5200-415.92=10 E N A transfer of appropriation is required for the following reason and will be used for the following purpose Health Benefits Trust N U 0 0 (`7 (T C c O a) 0 m C T t (a T a a) a) a =ai c 0 0- = a) a) ca lL 0 a 0