Okaloosa County BOCC — July 22, 2014 — Property Appraiser — reading text

activity/increase net revenue. This will be a one-time budget expense 3153 Mapping $0 $0 i f 3154 Legal $100,500 $500 Increased activity in our Exemption Investigations Dept. has the potential to impact our legal fees in addition to 6 current legal cases. 3159 Other prof services $2,560 $605 |Addition of MLS service to improve efficiency in appraisal departments 32 Accounting & Audit $5,100 $0 34 Other Contractual $11,705 ($40) TOTAL $273,363 OKALOOSA COUNTY JUSTIFICATION SHEET OBJECT CODE AMOUNT OF INCREASE NUMBER NAME SCHEDULE (DECREASE) JUSTIFICATION 40 Travel $14,348 $1,435 |See Worksheet 41 Communications $3,100 $500 |Increase of service costs for two iPhones 4251 |Postage $11,403 $1,759 |See Worksheet 43 Utilities $0 $0 4451 {Rental & Lease Office Equip $2,480 $0 4452 {Rental & Lease Vehicles $0 $0 4453 {Rental & Lease Office Space $0 $0 4454 {Rental & Lease EDP $0 $0 45 Insurance & Surety $40,652 $4,115 |Per directive from County Risk Management Dept. 4651 Repair & Maint Office Equip $2,305 $365 |Annual maintenance plan will increase due to addition of color copier 4652 |Repair & Maint Vehicle $12,434 ($651)|Decrease due to replacement of older fleet vehicles lowering repair expenses. 4653 |Repair & Maint Office Space $5,400 ($400) 1654 |Repairs Man EOP sasara|___sroaar [rane due warty an peor sang Pore andes, Rete 47 Printing & Binding $3,675 ($470)|Decrease of printed materials 4951 |Legal Advertisements $6,800 $0 TOTAL $17,084 OKALOOSA COUNTY JUSTIFICATION SHEET OBJECT CODE AMOUNT NUMBER NAME SCHEDULE OF INCREASE JUSTIFICATION (DECREASE) 4959|Other $100 ($500)}No longer using off-site storage 5100|Office Supplies $41,371 $5,427 Increase due to moving office space in Crestview, increased activity in investigations department 5200]Operating Supplies (Fuel) $26,500 $0 5451|Books $400 $0 5452|Subscriptions $17,262 $635 Addition of 1 user for Accurint subscription and renewal of Barracuda energizer updates and instant replacement subscription for message archiver 5453]Education $7,395 ($1,690)|See Worksheet 5454|Dues / Membership $8,447 $1,517 |Increase in PA professional dues. 6451/EDP (Capital) $36,000 $3,344 |Refer to Data Processing Purchase Justification Worksheet 6452]Furniture (Capital) $12,800 ($5,900) 6453]Office Equipment (Capital) $0 ($4,900) 6454]Vehicles (Capital) $63,000 $23,000 |Replace 3 vehicles due to age (9-10 years), increased maintenance issues and/or mileage 9300] Special Contingency $0 $0 9400]Emergency Contingency $5,000 $0 TOTAL $20,933 EMPLOYEE CERTIFICATION WORKSHEET OKALOOSA COUNTY CURRENT DESIGNATIONS 2014-15 POS. ANNUAL NO. POSITION TITLE EMPLOYEE NAME DATE AMOUNT 1 _|Supervisor, Land Dept. Kendall Sadler 1992 $0 2__|Land Appraiser William Thome 2009 $0 4 |Assistant Supervisor, Residential Dept. William Cooper 2012 $0 7 _|Supervisor Residential Dept. Patrick Castille 1994 $0 8 {Land & Mineral Appraiser Mark Chancellor 2004 $0 9 _|Agriculture Specialist Keith Hilton 1988 $0 11 |Tangible Personal Property Appraiser Robert Work 2008 $0 12 |Supervisor, Customer Service & Exemptions Karen Jones 1996 $0 14 _|Finance/Employee Benefits Mgr Sarah Bartholomew 2003 $0 15 _|Cartographer Cynthia Howard 2000 $0 16 |Sr. Customer Service & Exemptions Spec. Jennifer Chambers 2001 $0 17 |Supervisor, Tangible Personal Prop Tony Biondi 1997 $0 18 {Residential Appraiser Karen Paulk 2005 $0 20 |Commercial Appraiser Anthony Epperson 2013 $0 23 |GIS Coordinator/Cartographer Edward Quinlan 2000 $0 27 {Senior Land Appraiser Gil Camacho-Rosa 1996 $0 29 {Deed Abstractor/Sales Qualification Analyst Anna Garner 2008 $0 30 |Supervisor, Commercial Dept. H. Mack Busbee 2004 $0 31 |Condo & Townhome Appraiser Richard Bullard 2012 $0 33 _|Residential Appraiser Ernest Goodhart, Jr. 2009 $0 35 |Commercial Appraiser James Finlayson 1998 $0 37 |Sr. Customer Service & Exemptions Spec Barbara Commander 2009 $0 39 | Tangible Personal Property Appraiser William Tyler Henderson 2014 $0 NEW DESIGNATIONS 2014-15 POS. ANNUAL | PRORATED NO. POSITION TITLE EMPLOYEE NAME AMOUNT AMOUNT 36|Customer Service & Exemptions Spec Vickie Clearman $2,000 40|Customer Service & Exemptions Investigator Sheila Hebert $2,000 TOTAL NEW DESIGNATIONS $4,000 TOTAL CURRENT AND NEW DESIGNATIONS | $4,000 NOTE: TOTAL DESIGNATIONS SHOULD BE INCLUDED IN SPECIAL PAY ON SCHEDULE IA TRAVEL WORKSHEET LOCAL TRAVEL FOR FIELD WORK & ADMINISTRATIVE DUTIES FIELD TRAVEL: Mileage Total miles Employees Flat Rate Number of Field | Reimbursement per Reimb. At Amount per Total Flate Rate Employees Rate employee Total Field Travel Flat Rate Employee Reimb. ADMINISTRATIVE TRAVEL: Number of Mileage Total miles Employees Flat Rate Administrative Reimbursement per Total Administrative Reimb. At Amount per Total Flate Rate Employees Rate employee Travel Flat Rate Employee Reimb. TOTAL LOCAL TRAVEL | SCHOOL, CONFERENCE OR OTHER TRAVEL SCHOOLS: No. of Total Daily Room Employees | No. of Days} Transportation] Cost per |Daily Per Diem Name City Traveling | Traveling | Cost perEvent]| Employee | per Employee TOTAL IAAO TBD 12 6 $60 $41 $6,552 CEW TBD 1 4 $100 $41 $464 TOTAL $7,016 CONFERENCES: No. of Total Daily Room Employees | No. of Days} Transportation] Cost per [Daily Per Diem Name City Traveling | Traveling | Cost perEvent} Employee | per Employee TOTAL PAAF Pre-Leg Conf Tallahassee 4 4 $110 $41 $1,976 PAAF Post Leg Conf TBD 4 4 $110 $41 $1,976 PAAF Annual TBD 1 4 $110 $41 $494 FIAAO Annual Orlando 3 4 $110 $41 $1,482 GIS SHRUG Tallahassee 1 6) $100 $41 $323 ACS User Meeting TBD 3 2 $100 $41 $546 TOTAL $6,797 OTHER: No. of Total Daily Room Employees | No. of Days} Transportation] Cost per [Daily Per Diem Type of Travel Traveling | Traveling | Cost perEvent} Employee | per Employee Legislative 1 3 $110 $41 General 1 2 $110 $41 TOTAL TOTAL SCHOOL, CONFERENCE OR OTHER TRAVEL TOTAL TRAVEL REQUEST POSTAGE WORKSHEET OKALOOSA COUNTY Type Of Mail Number of Items Postage Rate MASS MAILINGS: Notices of Proposed Property Taxes* Personal Property Tax Returns* Agricultural Class of Lands* Final Notices Receipts EXEMPTIONS: Renewal Application for Homestead” and related Tax Exemptions Final Notices Receipts Agricultural Exemption Denials/Approvals $74 Agricultural Exemption Applications $74 Other: (Spcty Type Pe] Intent to Deny Homestead Exemption 783 $376 Military HX Applications/Acceptance Ltrs $540 Senior Exemption $574 Official Denial Ltrs (SX, MH, HX) $4,115 Sales Verification and Income Request $1,856 *TOTAL MASS MAILINGS $7,609 GENERAL CORRESPONDENCE Office $1,900 Office-Certified Mail $65 Overnight Mail $125 Exemptions Investigations $1,004 Tangible Personal Property Dept $700 TOTAL GENERAL CORRESPONDENCE $3,794 TOTAL POSTAGE REQUEST (Enter on line 4251, Column (5), Schedule |!) $11,403 Explain the method you intend to utilize for the Annual Application for Exemption(s) and the Receipt(s) for the fiscal year 2014-2015 We will no longer be mailing automatic exemption renewal cards *The Board of County Commissioners pays for the the mailing of TRIM NOTICES per s.200.069 FS “NOTE: If the mailing of the Notices of Proposed Property Taxes (TRIM) is included in the mass mailing calculation, please include a letter of authorization from your County Commission. This letter is needed since this mailing should be at the expense of the Board of County Commissioners as perscribed by s.200.069, Florida Statutes. If the postage expense for TRIM Notices is to be a direct reimbursement to you by the county, do not include it in the total postage request. EDUCATION WORKSHEET OKALOOSA COUNTY SCHOOLS Sponsor City Tuition Texts Number Attending Various $375 12 TOTAL 12 WORKSHOPS Sponsor City Tuition Texts Number Attending IAAO-CEW TBD $400 1 TOTAL 1 CONFERENCES AND SEMINARS Sponsor City Tuition Texts Number Attending PAAF Pre-Leg Tallahassee $225 / $75 4 PAAF Post-Leg TBD $225 / $75 4 PAAF Annual TBD $300 1 FCIAAO Osceola County $85/$105 3 Gulf Power Symposium Miramar Beach $100 2 HR Seminar Pensacola $230 3 GIS SHRUG Tallahassee $130 1 TOTAL 18 OTHER Sponsor City Tuition Texts Number Attending TOTAL 0 OTHER EDUCATIONAL EXPENSES (SPECIFY) TOTAL TOTAL EDUCATION EXPENSE Contract Worksheet FY 14-15 OBJECT ANNUAL CODE VENDOR NAME PURPOSE OF CONTRACT AMOUNT 3151)Digital Data Technology Computer Consultant $92,040 3151] ACS CAMA Contract $39,963 3151JQpublic Web Hosting $10,000 3151]Net South AS 400 Off-site Backup $6,000 3400}AAdvanced Appearance Spec Office Cleaning $11,520 4451]Pitney Bowes Lease of Postage Machine-South Office $1,716 4451]Pitney Bowes Lease of Postage Machine-North Office $757 4651{Copy Products Maintenance for Copiers $1,600 4654]Net South AS 400 Operating System Upgrades & Support $2,400 4654, ACS Imaging Maintenance & Support $7,200 4654|Net South omkeie Maintenance & sano 4654] TIG Warranty /Support - 3 Switches $708 4654] TIG Warranty /Support - Firewall $419 4654] TIG Warranty /Support - Dell Servers $2,506 4654]TIG Warranty /Support - Dell EQL Storage $1,858 4654]TIG Warranty /Support - 2 Dell Switches $460 GRAND TOTAL DATA PROCESSING PURCHASE JUSTIFICATION LENGTH OF COST ITEM NUMBER MAKE AND PAYMENT FOR FISCAL __ REQUESTED REQUESTED] MODEL NUMBER SCHEDULE YEAR 2014-15 FULL COST Notebooks for Field Use 12 10.4 GETAC V100 3,000 $36,000 Check One Below: REPLACEMENT OF EXISTING EQUIPMENT ____ ADDITIONAL EQUIPMENT ___X STATEMENT OF NEED: To include but not be limited to age, condition, response time, etc. of existing equipment. These notebooks will allow the field appraisers to access plot/aerial maps while in the field. It will eliminate the cost of printing maps and purchasing street atlases. They will also allow the field staff to input parcel data in the field minimizing office time and increasing efficiency. HOW LONG WILL THIS PURCHASE FULFILL THOSE NEEDS? ADDITIONAL COMMENTS OR PERTINENT INFORMATION NOTE: A summary should be submitted for continuation of, or updates to systems being purchased or previously purchased by your office. This includes co-owned with another office in your county. This summary should include initial equipment, year of acquisition and a proposed schedule by year of enhancements to be reflected in future budgets. VEHICLE INVENTORY FORM 2014-15 Vehicle Make Model Wear Lonee or Mileage Assigned Work Unit Purchased Ford (166235) 2001 Taurus 2000 51,146 Appraisal Ford (C974TP)* 2001 Crown Victoria 2000 67,425 Administrative Mercury (110869)* _ {2002 Sable 2002 39,932 Administrative Mercury (167052) 2003 Sable 2002 42,914 Appraisal Ford (200513) 2003 F-150 2003 85,343 Appraisal Mercury (200512) 2003 Mountaineer 2003 63,641 Appraisal Mercury (225726)** _|2003 Sable 2004 80,320 Administrative Mercury (225727) 2003 Sable 2004 85,144 Appraisal Mercury (225725)* _|2004 Sable 2004 88,036 Appraisal Mercury (225724)** _|2004 Sable 2004 92,669 Appraisal Mercury (110873)* _|2005 Sable 2005 104,141 Administrative Ford (135939) 2006 Ranger 2007 65,863 Appraisal Ford (110874) 2006 F-150 2007 78,983 Appraisal Dodge (110879) 2005 Ram 2010 82,611 Appraisal Jeep (166236) 2008 Liberty 2010 58,139 Appraisal Chevy (166234) 2012 Malibu 2012 15,725 Appraisal Chevy (TB9140) 2013 Malibu 2012 16,139 Administrative Chevy (TC8862) 2006 Impala 2013 81704 Appraisal GMC (TD3428) 2006 Yukon 2014 103867 Administrative *To Be Traded for Three Replacements In FY 15 **To Be Replaced FY 14 = ——— DETAIL OF VACANT POSITIONS Pos, = Position Annual Rate # Days No. Classification 9/30/14 Vacant 20 |Commercial Appraiser 32,000 139 3 Residential Appraiser 31,000 92 * Please insert additional lines if necessary. PROPERTY APPRAISER SUMMARY OF REDUCTIONS REQUEST R i sted b Reductions Ref i APPROPRIATION APPROVED] BUDGET eduction: nt saat ed by educ Rte ee in CATEGORY REQUEST 2014-15 AMOUNT | % AMOUNT % PERSONAL SERVICES 2,685,322 2,784,575 0 0.0% 99,253 3.7% (Sch. 1-1A) OPERATING EXPENSES 495,629 692,213 0 0.0% 196,584 39.7% (Sch. II) OPERATING CAPITAL OUTLAY 96,256 111,800 0 0.0%