Tax Collector Expenditures

Transcription

1 Tax Collector Expenditures Managers Recommendation Original to Manager Original Department Request Manager Increase Budget Request Change Recommend (Decrease) Salaries & WagesRegular 324, ,852 5, , Salaries & WagesOvertime 1,000 1,000 1, FICA Tax ,310 1,529 25, Employees Health Benefits 59,993 59,600 (393) 59, State Retirement & 401 K 38,109 39,935 1,826 39, Professional ServicesLegal 15,000 15,000 15, Advertising 18,100 18,100 18, Dues and Subscriptions Insurance & Bonds 3,417 4,726 1,309 4, Main & RepEquipment Postage and Mailing 146, ,000 (1,000) 145, SuppliesDepartmentalMisc 10,000 11,050 1,050 11, SuppliesPrinted Materials 68,550 58,550 (10,000) 58, Telephone & Communication 2,580 2,208 (372) 2, Training & Development 4,200 4,200 4, Travel Contracted ServOther 27,500 27,500 27, Deprec. Assets Technology 9,540 (9540) (10,224)

2 TAX COLLECTOR EXPENDITURES TAX COLLECTOR EXPENDITURES Salaries & WagesRegular Salaries & WagesOvertime FICA Tax Employees Health Benefits State Retirement & 401K Salaries & Benefits Professional ServicesLegal Advertising Dues and Subscriptions Insurance & Bonds Main & RepEquipment Postage and Mailing SuppliesDepartmentalMisc SuppliesPrinted Materials Telephone & Communications Training & Development Travel Contracted ServOther Operating Expenses Deprec. Assets Technology Nondepreciable Assets NonDeprec Assets Technology Capital Outlay Total Actual Adopted Budget FY FY 2009 FY 2010 FY 2011 FY , , , , ,550 2, ,143 1,000 23,181 22,803 23,644 24,016 23,781 55,343 56,408 55,901 55,901 59,993 31,331 30,844 36,816 39,096 38, , , , , ,433 5,341 4,838 5,790 5,202 15,000 14,125 15,891 15,891 15,891 18, ,148 2,831 2,159 3,418 3, ,221 86, , , ,000 7,680 9,369 4,126 6,548 10,000 44,238 44,694 42,812 48,586 68,550 2,912 3,117 3,252 2,886 2,580 4,303 4,062 2,653 1,427 4, ,843 26,637 26,589 24,056 27, , , , , ,147 9,540 8,688 2,740 8,688 2,740 9, , , , , ,120

3 Iredell County, NC Tax Collector FY Mission Statement Our mission is to employ all lawful means allowed by the North Carolina General Statutes to collect all property taxes which are charged to us by the governing body while providing excellent customer service to the citizens of Iredell County. Budget $800,000 Capital Outlay C Operating Cost Salaries & Benefits 1. None other than PC and printer replacements. Anticipated Needs FY2014 Page (

4 Iredell County, NC Tax Collector FY Anticipated Needs (35 years) 1. Ageing copier (currently 7 years old) will probably need replacement in the 2015 budget at an approximate cost of $5, Ageing facsimile machine (currently 7 years old) will probably need replacement in the 2015 budget at an approximate cost of $3,100. Anticipated Challenges (FY2014) 1. Legislation that requires increased training of personnel and/or software development. 2. Personnel with their inherent human problems (health, family, etc.). 3. Economic conditions that affect taxpayer's ability to pay. (All of these challenges are a normal part of doing the job) 1. Increase Tax Collections Rate Goals Actions: This year we have initiated the foreclosure program and increased garnishments. For the coming fiscal year, collecting motor vehicle taxes will be a reduced problem which will increase our time available to collect the larger tax bills. Motor vehicle bills have taken an extraordinary amount of time to collect only 6% of the tax base. The ability to focus on the real and personal property bills will serve us well in our goal. Measurements: Our best collection year was FY 2008 with a rate of 97.58%. We believe the rate for FY 2013 will exceed 97% and 2014 should be approaching to 98%. This assumes no major economic setback. Progress: We will exceed last year's collection rate of 96.77%. Completion Date: This is a long term continuous goal with no completion date. The goal is to achieve a high rate of collection and maintain that rate. 2. Improve Delinquent Collections Action(s): This year delinquent collections have improved with the help of foreclosures. Next year more time will be available to pursue collections on our chronic problem taxpayers. Measurement(s): Increased collections. Progress: This year we are 15% ahead of last year. Completion Date: This is a continuing process with potentially diminishing results over time assuming current collections improve. 3. Improve Customer Service Action(s): This year we have worked hard to answer the phones and effectively deal with taxpayers problems. We are planning training in this area including having David Lambert teach classes. We discuss customer service on a regular basis. Measurement(s): Less time spent with angry taxpayers. Progress: Decreased taxpayer complaints. Completion Date: Continuing effort. Page 2.

5 Tax Collector POSED BUDGET FOR FISCAL YEAR ORG % Original Revised Requested Inc Inc Budget Budget Budget (Dec) (Dec) SALARIES & WAGESREG 324, , ,852 5,302 2% 8 employees Reasons for Increase SALARIES & WAGESPT 0% SALAREIS & WAGESOT 1,000 1, ,0001 0% Request may be inadequate FICA 23,781 24,179 25,310 1, % 25, GROUP HEALTH INSURANCE 59,993 59, ,600 (393) 1% 8 positions 59, RETIREMENT 38,109 38,718 39,935 1,826 5% 39, PROFESSIONAL SERVICES LEGAL 15,000 22,500 15,000 0% Legal expenses 15, ADVERTISING 18,100 18, ,1001 0% DUES & SUBSCRIPTIONS % Mooresville Tribune 70 NCTC Association Dues & NCAAO 145 Charlotte Business Journal INSURANCE & BONDS 3,417 3,417 4,726 1,309 38% 100 Professional Liability $200 X 8 1,600 Collector Bond 750 Blanket Bond $2 X 8 16 General Liability $65 X Workers Compensation 1, MAINTENANCE & REPAIRS EQUIP % Printers & Copier POSTAGE 146, , ,000 (1,000) 1% Request maybe inadequate Tax Bills 270, ,000 Certified Mail & Daily Mail 30, DEPARTMENTAL SUPPLIES 10,000 10,000 11,050 1,050 11% Request may be inadequate Copy paper 3,000 Misc. supplies 3,500 Printer cartridges 3,500 3 Monitors & I Printer 1,050 3

6 I Tax Collector PROPOSED BUDGET FOR FISCAL YEAR ORG Original Revised Requested Inc Inc Budget Budget Budget (Dec) (Dec) Reasons for increase SUPPLIES PRINTED MATERIAL 68,550 70,178 58,550 (10,000) 15% Request may be inadequate Motor Vehicle Bills Original _Bills (50,000) Second/Third Notices (60,000) 20,000 Tax Bills Original _Bills _(100,000) 24,000 Second Notices (60,000) Prior Year Notices 8,000 Tax Payer Receipts 3,000 N C Receipts (2,000) 250 Envelopes (60,000) & misc printing 3, TELEPHONE 2,580 2,5801 2,208 (372) 14% l0 1,800 Long Distance 240 Voic (4 x $42) TRAINING & DEVELOPMENT 4,200 4,200 4,200 0% J 7::~NCTCA Spring Conference (3) 2,400 sociation meetings PC training and seminars 600 Foreclosure training 600 Joint Collector/Assessor Conference (3) TRAVEL % Employee Reimbursements CONTRACTED SERVICESOTHER 27,500 27, % Bank chaises 13,000 Temporary help during busy season SIPS/DMV ACCURINT IT/ESC 6,000 Collection agency 6,000 Wilson Security courier service 2, CONTRACTED SERVICES HARDWARE 0% CONTRACTED SERVICES. SOFTWARE 0% Depreciable Assets 0% NonDepreciable Assets S 0% NonDepreciableComputer 9,540 9,540 (9540) 100% Computers purchased 9,540 Original Budget 743, , ,190J 742,896 (10,224) 1.36% 742,896 (684) 0.09% 4