COMPLETED BOARD ORDER"�|E
��37
Bef ire the Board of Supervisors in and for the
ounty of Monterey, State of California
a. Amend Fiscal Year FY 2011-12 Clerk of the
Board Department Bud et 1300, to allocate a
0.5 FTE Board Clerk po ition in Unit 8019, to
support assessment appe is;
b. Authorize the Auditor- ontroller to amend
adopted FY 2011-12 Cle of the Board Budget
1300, Unit 8019, to r fleet the change in
position count; and
c. Direct the County Ad inistrative Office to
incorporate the approv d changes into FY
2011-12 Clerk of the Board Department
Budget 1300, Unit 8019 to reflect change in
position count. 4/5ths vo e required)
By consensus, and carried by hose members present, the Board of Supervisors hereby;
Removed this item fro the June 28, 2011 agenda, Consent Calendar- Regular.
I, Gail T. Borkowski, Clerk of the 3oard of Supervisors of the County of Monterey, State of California, hereby
certify that the foregoing is a true copy of an original order of said Board of Supervisors duly made and entered in
the minutes thereof of Minute Book 75 for the meeting on June 28 2011.
Dated: June 29, 2011 Gail T. Borkowski, Clerk of the Board of Supervisors
County of Monterey, State of California
By
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SIGNED BOARD REPORT"�|E
��MONTEREY COUNTY BOARD OF SUPERVISORS
MEETING: June 28, 2011- Consent AGENDA NO.:
13
0
SUBJECT: a. Amend Fiscal Year FY) 2011-12 Clerk of the Board Department Budget 1
3
0,
to allocate a 0.5 FTE Board Clerk position in Unit 8019, to support assessment
appeals;
b. Authorize the Auditor-Controller to amend adopted FY 2011-12 Clerk of the
Board Budget 1300, Unit 8019, to reflect the change in position count; and
c. Direct the County Administrative Office to incorporate the approved changes
into FY 2611-12 Clerk of the Board Department Budget 1300, Unit 8019, to
reflect change in position count. 4/5ths vote required)
DEPARTMENT: Clerk Hof the Board
RECOMMENDATION:
It is recommended that the Board of Supervisors:
a. Amend Fiscal Year FY) 2011-12 Clerk of the Board Department Budget 1300, to
allocate a 0.5 FTE Board Clerk position in Unit 8019, to support assessment appeals;
b. Authorize the Auditor-Controller to amend adopted FY 2011-12 Clerk of the Board
Budget 1300, Unit 8019,to reflect the change in position count; and
c. Direct the County Administrative Office to incorporate the approved changes into FY
2011-12 Clerk of the Board Department Budget 1300, Unit 8019, to reflect change in
position count. 4/5tis vote required)
SUMMARY:
On May 24, 2011, the Board of Supervisors approved the implementation of a non-refundable
processing fee of $40.00 peg Application for Changed Assessment filed with the Clerk of the
Board. The fee is effective July 1, 2011 and will be in effect for the 2011 assessment appeals
filing period which is July 2h 2011 through November 30, 2011. Based on the number of
applications received in previous years, $52,000 was incorporated in the Clerk of the Board's
Fiscal Year FY) 2011-12 Adopted Budget.
The Clerk of the Board is requesting the allocation of a part-time Board Clerk position to support
the manual and labor-intensive assessment appeals process. Staff dedicated to the assessment
appeals process is needed for the efficient processing of applications and meeting regulatory
deadlines. The revenue gen~rated from the processing fee will support this position and the
allocation of this position within the Clerk of the Board department provides an opportunity for
potential in-placement of a County employee. If the Board does not support the reallocation of
this position, the Clerk of the Board will have to train and hire temporary staff to support
assessment appeals.
DISCUSSION:
There was a Board of Supervisors Clerk position in the Clerk of the Board's budget primarily
dedicated to supporting assessment appeals until FY 2010-11. For FY 2010-11, the Board Clerk
position was unfunded in order to meet budget targets. In the FY 2011-12 budget, adopted on
June 21, 2011, the position was eliminated. However, with the approval of the non-refundable
processing fee for assessment appeal applications, new resources are available. The resources
generated by the processing ee can only be used for activities related to the assessment appeals
process. The Clerk of the Board is requesting allocation of a half- time Board Clerk position to
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SIGNED BOARD REPORT"�|E
��provide ongoing and consistent support to assessment appeals. The allocation of the 0.5 FTE
would be within Unit 8019, Assessment Appeals Board as is the assessment appeal processing
fee. The change to the position count would be as follows:
Clerk of the Board Unit 8019
Classification
No.
Position Title Position
Increase/Decrease Revised Total FTE by
Classification
80E83 Board of Supervisors Clerk 0.5 0.5
The part-time position would work only on assessment appeals and be responsible for the intake
of applications as well as the processing of applications for hearing(s). The Clerk of the Board's
office experiences an increased workload related to assessment appeals at the beginning and
toward the end of the filing period July 2, 2011 through November 30, 2011). Adequate staffing
needs to be in place at the s" of the filing period or soon thereafter. Ideally, a candidate would
be on staff by July 1, 2011. The allocation of this position provides a potential opportunity for in-
placement of a qualified County employee whose position was eliminated in the FY 2011-2012
Adopted Budget. Should tho Board not approve the reallocation of the position, temporary staff
will be needed to support assessment appeals. The time to train and re-train temporary staff due
to limitations on the total hours temporary staff can be employed would result in greater overall
costs to the County than hirjng a permanent part-time employee that could be trained once and
provide ongoing support to his process.
OTHER AGENCY INVOLVEMENT:
The timely processing of assessment appeal applications by the Clerk of the Board's office
affects both the Assessor and Auditor-Controller departments. As stated in the May 24th board
report for the processing fete, if an appeal is not resolved within the two-year timeframe with
certain exceptions) and a waiver of the timeline is not on file, the applicant's opinion of value is
enrolled. Such action would result in the loss of property tax dollars to the County.
FINANCING:
The proposed allocation would be fully funded 100%) by the processing fee funds received with
Applications for Changed Afssessment filed with the Clerk of the Board's office. The Board
approved the incorporation of $52,000 in the Clerk of the Board's Fiscal Year FY) 2011-12
Adopted Budget with the approval of the processing fee on May 24, 2011.
Prepared by:
Christie Marcella
Senior Board Clerk
Date: June 20, 2011
Clerk of the Board of Supervisors
Page 2 of 2
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