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HomeMy WebLinkAboutMINUTES - 07252006 - SD.2 r= — =5 -° Contra TO: BOARD OF SUPERVISORS ; FROM: William J. Pollacek, Treasurer-Tax Collector Costa DATE: July 25, 2006 �Qsr�`.COUIy Gov County SUBJECT: Ordinance and Resolution to Increase Fees of Treasurer-Tax .s �, 2` Collector for Certain Services SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION RECOMMENDATION: 1. OPEN public hearing on Resolution No. 2006/406 and Ordinance No. 2006-28, each of which increase the fees for certain services of the Treasurer-Tax Collector pursuant to California Revenue and Taxation Code Sections 2621 and 2922, California Government Code Section 54985, and County Ordinance Code Section 620-2.008. 2. RECEIVE oral and written testimony regarding the proposed fees. 3. CLOSE hearing. 4. ADOPT Resolution No. 2006/406, and findings contained therein, approving fee increases for services performed by the Treasurer-Tax Collector for processing returned checks, certifying bulk transfers, issuing subdivision certification/bonds, and collecting delinquent unsecured property taxes. 5. FIND, that $20 is the amount reasonably necessary to recover the cost of preparing delinquent secured tax records and giving notice of the delinquency, and ADOPT Ordinance No. 2006-28 changing the fee for preparing delinquent secured tax records and giving notice of the delinquency to $20 per delinquency. FISCAL IMPACT: It is anticipated the increased fees will generate approximately $344,030 in new revenue to help offset the Tax Collector's costs of providing certain special services, and thus proportionately reduce the County's costs to the Tax Collector's annual budget. CONTINUED ON ATTACHMENT: X YES SIGNATURE: dY . ,, f (� / �D I CC RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE l �--' APPROVE _ OT,Hy'E/7Rry� SIGNATURES: qq� ACTION OF B AR ON c _ APPROVED AS RECOMMENDED 4/ CHER CLOSED PUBLIC HEARING: NO PUBLIC COMMENT. VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A TRUE AND CORRECT COPY OF AN ACTION TAKEN AND ENTERED ON MINUTES OF J ) THE BOARD OF SUPERVISORS ON THE DATE SHOWN. 'V UNANIMOUS(ABSENT AYES: NOES: ABSENT: ABSTAIN: Contact:Joslyn Mitchell (957-2810) +ry ATTESTED Originating Department: Treasurer-Tax Collector's OfficeC EN,CLMK OF THE BOARD OFSUPERVISORS cc: Auditor-Controller N C TY ADMINISTRATOR County Counsel(Gelston) ., BY: DEPUTY SUBJECT: Ordinance and Resolution to increase Fees of Treasurer-Tax Collector for Certain Services DATE: July 25,, 2006 PAGE: 2 BACKGROUND/REASON (SI FOR RECOMMENDATION (S): As more fully detailed in Resolution 2006/406 and Ordinance No. 2006-28, the Tax Collector currently charges certain fees for the collection of delinquent secured and unsecured property taxes and other services performed in connection with such collections. Certain of the fees for these services were approved by the Board of Supervisors in 1992, while the fee for preparing delinquent secured tax records and providing notice of delinquencies is charged pursuant to Revenue & Taxation Code § 2621, which was last amended in 1983. Preparation and Notice of Secured Tax Delinquencies. Revenue and Taxation Code. §. 2621 allows the Tax Collector to charge a fee of $10.00 for the preparation of delinquent secured tax records and giving notice of delinquency on each separate valuation on the secured roll. California Government Code § 54985 provides that, with specified exceptions, notwithstanding any other provision of law that prescribes an amount of a fee that may be levied by a county, a county board of supervisors shall have the authority to increase or decrease the fee or charge in the amount reasonable to recover the cost of providing any product or service or the cost of enforcing any regulation for which the fee is levied. Revenue and Taxation Code §. 2621 has not been amended since 1983. The Tax Collector is unable to recover the cost of the preparation of delinquent secured tax records and giving notice of delinquency on each separate valuation on the secured roll for $10 per delinquency. Attached hereto as Exhibit A are calculations indicating that a fee of $20 per each secured delinquency is necessary for the Tax Collector to recover the cost of the preparation of delinquent secured tax records and giving notice of delinquency. Ordinance No. 2006- 28 attached hereto authorizes the Tax Collector to charge $20 per each delinquency on the secured roll. Delinquent Unsecured Taxes Revenue and Taxation Code § 2922 allows the Tax Collector to recover the actual costs of collecting delinquent unsecured taxes. In collecting delinquent unsecured property taxes, the Tax Collector currently charges (i) $20.00 for notifying the taxpayer of the delinquency, (ii) $2.00 for providing a duplicate delinquent unsecured tax lien release, and (iii) $43.00 for posting notice of a property seizure to satisfy an unsecured property tax delinquency. Because of the unique nature of unsecured property taxes, the Tax Collector spends much more time and resources in locating and consulting taxpayers on their obligation to pay than it does for delinquent secured property taxes. The current fees for these services are inadequate to recover today's costs of providing them as the attached calculations indicate (see Exhibit B). Therefore, the Tax Collector requests that the fees set forth in Resolution No. 2006/406 attached hereto be approved. Lien Release and Dishonored Check Fees County Ordinance Code Section 620.2-008 authorizes the Tax Collector to review annually the fees and services listed therein and provide an adjusted fee schedule to the Board for its consideration and approval so as to recover the costs reasonably borne to provide the service listed therein. The fees currently charged by the Tax Collector under Section 620.2-008 for (i) the processing of checks returned for non-sufficient funds ($52), (ii) the issuance of bulk transfer certificates ($12), and the issuance of subdivision certification / bonds ($15), were set pursuant to Resolution 1992/112. The current fees for these services. are inadequate to recover today's costs of providing them as the attached calculations indicate (see Exhibit C). Therefore, the Tax Collector requests that the Board approve the replacement of the Fee Schedule attached to Resolution 1992/112 and the superseding thereof by the Fee Schedule attached to Resolution No. 2006/406 attached hereto. The increase of the fees set forth in attached Resolution 2006/406 and Ordinance No. 2006-28 will become effective during the 2006-2007 fiscal year and the additional revenues from these source will be first realized in fiscal year 2006-2007. The increased fees will become effective 30 days after the Board approves Resolution 2006/406 and Ordinance No. 2006-28, and the $20 delinquent cost will be printed on the 2006-07 Secured and Supplemental tax bills beginning September 5, 2006. It is anticipated the increased fees will generate approximately $344,030 in new revenue to help offset Tax Collector's costs of providing the services, and thus proportionately reduce the County's costs to the Tax Collector's annual budget. I The notice of the public hearing as required by Government Code Section 6062a was published twice I during the ten-day period prior to the hearing, with at least two publications separated by five days. EXHIBIT A CONTRA COSTA COUNTY TREASURER-TAX COLLECTOR REVIEW OF DELINQUENT COSTS AND REVENUES FOR DELINQUENT 2ND INSTALLMENT OF SECURED AND SUPPLEMENTAL TAXES (Rev. &Tax C. §2621, Govt C. § 54985) Fee Increase from $10 to $20 As Table A below indicates, an Account Clerk —Advance position spends approximately 65% of their time preparing delinquent secured tax records and providing notice of delinquent second installment secured property taxes. The "Percentage of Time Dedicated" in Table A was established by the Tax Collector Department's Tax Operations Supervisor, who is responsible for managing the personnel preparing delinquent secured tax records and providing notice of delinquency. Since the Account Clerk—Advance position only spends approximately 65% of their time preparing delinquent tax records and providing notice of delinquent secured property taxes, only 65% of the $109,202 fully burdened rate (as detailed below) for the position ($70,981), can be allocated to these services. Table A sets forth the approximate percentage of time each of the staff positions listed therein spend preparing delinquent secured tax records and providing notice of delinquent second installment secured property taxes and calculates how much of each of their fully burdened rate can be allocated to preparing delinquent secured tax records and providing notice of delinquent second installment secured property taxes. Pursuant to Revenue & Taxation Code § 2621, the Tax Collector currently charges a fee of $10.00 per parcel for preparing delinquent secured tax records and giving notice of delinquency on each separate valuation. As set forth below in the Costs and Revenue sections and Table A, this fee is insufficient to recover the cost of performing this service mandated by Revenue & Taxation Code §2621. Government Code § 54985 provides that, with specified exceptions, notwithstanding any other provision of law that prescribes an amount of a fee that may be levied by a county, a county board of supervisors shall have the authority to increase or decrease the fee or charge in the amount reasonably necessary to recover the cost of,providing any product or service or enforcing any regulation for which the fee is levied. The following analysissupports an increase in the fee the Tax Collector charges for performing the service required by Revenue &Taxation Code§ 2621 to$20.00 per delinquent parcel in order that it can recover the cost of providing this service. The annual salary, benefits and indirect costs for each ofd the staff personnel preparing delinquent secured tax records and providing notice of delinquency that are attributable to this task are set forth in the Table A below. For example, a staff person in the position of Account Clerk - Advance earns an annual salary of $48,192 and receives benefits of approximately $25,493, for total salary and benefits ("S&B") of $73,686. In addition, a portion of the Tax Collector's expenses for services, supplies, building occupancy costs, fixed assets and overhead (collectively, "Indirect Costs"), are attributable to the Account Clerk—Advance position. Based on fiscal year 2004- 05 figures, the Tax Collector's costs of services and supplies represent 37.8% of staff S&B and overhead costs are equal to 10.4% of staff S&B. This means that the Indirect Costs allocable to the Account Clerk—Advance position are 37.8% of the position's $73,686 S&B ($27,853) and the costs of overhead allocable are 10.4% of the position's $73,686 S&B ($7,663). Government Code § 54985 requires that any indirect costs reflected in fees charged for a certain service are limited to items provided for in the Federal Office of Management and Budget Circular A-87, and such is the case for each of the Indirect Costs charged by the Tax Collector for preparing delinquent secured tax records and providing notice of delinquency. Taking into consideration the Account Clerk — Advance position's salary, benefits, and the allocable portion of Indirect Costs, results in a total annual rate of $109,202. These calculations apply to each of the twelve positions listed in Table A below and yield the following costs of preparing the delinquent secured tax records and providing notice thereof: Costs (21,500 Parcels 2nd Installment Delinquent) Salary and Benefits' (S&B) 291,531 Services and Supplies (37.80% of S&B)z 110,199 Indirect Costs (Rate: 10.4% of S&B)3 30,319 Total Estimated Cost to prepare delinquent secured 432,049 tax roll and provide notice for 21,500 parcels As shown in Table A, the total cost of $432,049 for preparing the delinquent secured tax records and providing notice thereof, calculates to approximately $20 per parcel when 21,500 parcels are delinquent as was the case for fiscal year 2004-05. The current revenue received by charging a fee of$10 per parcel for this service is as follows: Revenue Total Cost of Preparing and Noticing $432,049 Delinquent Secured Taxes (21,500 Delinquencies) Delinquent Cost Charge 215,000 2004-20015 charges (21,500 x$10,00) Total Estimated Revenue 215,000 Cost over Revenue 217,049 Additional Revenue @ 21,500 from 215,000 Proposed Cost Increase to $20.00 Net Cost over Revenue 2,049 As these calculations and Table A demonstrate, the Tax Collector needs to increase the fee that it charges for preparing delinquent secured tax records and providing noticelof the delinquencies to $20 per delinquent parcel in order to recover the cost of providing this service. Based on the above narrative and calculations and Table A, this increase is reasonable in amount and is only designed tol allow the Tax Collector to recover the cost of providing the service required by Revenue and Taxation Code§ 2621. Table A Delinquent Secured Property Tax Collection Staff(21,500 Installments) Maximum 52.90% 37.80% 10.40% Fully Percentage Total Position Title Monthly Annual Estimated Total Services& , Bldg Occ, Burdened of Time Annual Salary Salary Benefits- S&B Supplies FA&OH Annual Rate Dedicated Cost Account Clerk-Advance 4,016 48,192 25,493.57 73,686 27,853.14 7,663.30 109,202.01 65% 70,981.31 Account Clerk-Advance 4,016 48,192 25,493.57 73,686 27,853.14 7,663,30 109,202.01 65% 70,981.31 Account Clerk-Experience 3,512 42,144 22,294.18 64,438 24,357.63 6,701.57 95,497.38 25% 23,874.34 Account Clerk-Experience 3,512 42,144 22,294.18 64,438 24,357.63 6,701.57 95,497.38 25% 23,874.34 AccountClerk-Supervisor 4,930 59,160 31,295.64 90,456 34,192.23 9,407.39 134,055.26 30% 40,216.58 Account II 5,215 62,580 33,104.82 95,685 36,168.86 9,951.22 141,804.90 15% 21,270.74 Clerk-Experienced 3,199 38,388 20,307.25 58,695 22,186.81 6,104.31 86,986.36 20% 17,397.27 Field Tax Collector 4,071 48,852 25,842.71 74,695 28,234.60 7,768.25 110,697.56 15% 16,604.63 Property Tax Business Systems Mgr 8,476 101,712 53,805.65 155,518 58,785.67 16,173.84 230,477.15 2% 4,609.54 Senior Field Tax Collector 4,522 54,264 28,705.66 82,970 31,362.53 8,628.84 122,961.03 15% 18,444.15 Tax Operations Supervisor 6,183 74,196 39,249.68 113,446 42,882.47 11,798.35 168,126.50 25% 42,031.63 Tax-Defaulted Real Property Spee 4,626 55,512 29,365.85 84,878 32,083.83 8,827.30 125,788.97 65% 81,762.83 1,032,588.74 1390,318.55 107,389.23 1,530,296,52 28% 432,048.68 Weighted Percentage of Time of 28%(Total Annual Cost/Full Annual Rate) 291,530.82 110,198.65 30,319.21 432 048.68 Per Parcel Cost for 21,500 Delinquent 2nd Secured&Supplemental Installments 13.56 5.13 1.41 `Derived from Human Resources Dept.salary rates as of April 2006 "This percentage represents the total benefits received by Treasurer-Tax Collector staff for the pay period ending December 31,2005 divided by total salaries paid to Treasurer-Tax Collector staff for the pay period ending December 31,2005,as calculated by the Auditor-Controller. 'This amount represents the salary and benefits for each of the staff positions listed in Table A, multiplied by the respective percentage of time the staff person spent preparing delinquent tax records and giving notice of delinquent second installment of secured and supplemental taxes. 2 This percentage is derived by dividing the total services and supplies expenses of the Treasurer-Tax Collector office during fiscal year 2004-05 by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05, as calculated by the Auditor-Controller. 3 This percentage is derived by dividing the total expenses of th,e Treasurer-Tax Collector for building occupancy, fixed assets and overhead as set forth in the Contra Costa County Plan 2005-06, prepared by the Auditor-Controller(at page 126), by the total salaries of the Treasurer-Tax Collector office`during fiscal year 2004-05. EXHIBIT B CONTRA COSTA COUNTY TREASURER-TAX COLLECTOR REVIEW OF DELINQUENT COSTS AND REVENUES FOR DELINQUENT INSTALLMENT OF,UNSECURED TAXES (Rev. &Tax C. § 29 2) Fee Increase from $20 to $30 As Table B-1 below indicates, an Account Clerk — Experience position spends approximately 20% of their time collecting delinquent unsecured property taxes. The"Percentage of Time Dedicated" in Table B-1 was established by the Tax Collector Department's Tax Operations Supervisor, who is responsible for managing the personnel responsible for collecting delinquent unsecured property taxes. Since the Account Clerk — Experience position only spends approximately 20% of their time collecting delinquent unsecured property taxes, only 20% of the $95,497 fully burdened rate for the position ($19,099), can be allocated to these services. Table B-1 sets forth the approximate percentage of time each of the staff positions listed therein spend collecting delinquent unsecured property taxes and calculates how much of each of their fully burdened rate can be allocated to collecting delinquent unsecured property taxes. Pursuant to Revenue & Taxation Code § 2922, the Tax Collet for may collect actual costs of collection incurred by the county up to the time a delinquency for unsecured property taxesi are paid. The Tax Collector currently charges a fee of $20.00 per delinquency for collecting delinquent unsecured property taxes. As set forth below in the Costs and Revenue section and Table B-1, this fee is insufficient to recoverlthe actual cost of collecting delinquent unsecured property taxes. The following analysis supports an increase in the fee the Tax Collector charges for collecting delinquent unsecured property taxes to $30.00 per delinquency in order that it can collect actual costs of collection incurred by the county up to the time a delinquency for unsecured property taxes are paid. The annual salary, benefits and indirect costs for each of ithe staff personnel collecting delinquent unsecured property taxes are set forth in the Table B-1 below. For example, a staff person in the position of Account Clerk - Experience earns an annual salary of $42,144 and receives benefits of approximately $22,294, for total salary and benefits ("S&B") of $64,438. In addition, a portion of the Tax Collector's expenses for services, supplies, building occupancy costs, fixed assets and overhead (collectively, "Indirect Costs"), are attributable to the Account Clerk — Experience position. Based on fiscal year 2004-05 figures, the TaxlCollector's costs of services and supplies represent 37.8% of staff S&B and overhead costs are equal to 10.4% of staff S&B. This means that the Indirect Costs allocable to the Account Clerk — Experience position are 37.8% of the position's $64,438 S&B ($24,357) and the costs of overhead allocable are 10.4% of the position's $73,686 S&B ($6,701). Taking into consideration the Account Clerk — Experience position's salary, benefits, and the allocable portion of Indirect Costs, results in a total annual rate of $95,497. These calculations apply to each of the seven positions listed in Table B,-1 below and yield the following costs of collecting delinquent unsecured property taxes: Costs (8,675 Delinquent Parcels) Salary and Benefits' 179,197 Services and Supplies (37.80% of S&B)Z 67,737 Indirect Costs (Rate: 10.4% of S& B)3 18,636 Total Estimated Cost 265,570 I As shown in Table B-1, the total cost of$265,570 for collecting delinquent unsecured property taxes, calculates to approximately $30 per delinquency when 8,675 parcels are delinquent, as was the case for fiscal year 2004-05. The current revenue received by charging a fee of$20 per parcel for this service is as follows: Revenue Total Estimated Cost of Collecting 265,570 Delinquent Unsecured Taxes (8,675 Delinquencies) Delinquent Cost Charge 173,500 2004-2005 charges (8,675 x $20.00) Total Estimate Revenue 173,500 Cost over Revenue 92,070 Additional Revenue @ 8,675 from 86,750 Proposed Cost Increase to $30.00 Net Cost over Revenue 5,320 As these calculations and Table B-1 demonstrate, the Tax Collector needs to increase the fee that it charges to collect unsecured property taxes to $30 per delinquency in order to recover the actual cost of providing this service. Based on the above narrative and calculations and Table B-1, this increase is reasonable in amount and is only designed to allow the Tax Collector to recover the actual cost of providing this service as allowed by Revenue and Taxation Code § 2922. Table B-1 Delinquent Unsecured Property Tax Collection Staff(8,675 Installments) Maximum 52.90% 37.80% 10.40% Fully Percentage Total Position Title Monthly Annual Estimated Total Services& Bldg Occ, Burdened of Time Annual Salary Salary' Benefits" S&B Supplies FA&OH Annual Rate Dedicated Cost Account Clerk-Experience 3,512 42,144 22,294.18 64,438 24,357.63 6,701.57 95,497.38 20% 19,099.48 Account Technician 4,448 53,376 28,235.90 81,612 30,849.30 8,487.64 120,948.84 35% 42,332.09 Clerk-Experienced 3,199 38,388 20,307.25 58,695 22,186.81 6,104.31 86,986.36 50% 43,493.18 Field Tax Collector 4,071 48,852 25,842.71 74,695 28,234.60 7,768.25 110,697.56 55% 60,883.66 Property Tax Business Systems Mgr 8,476 101,712 53,805.65 155,518 58,785.67 16,173.84 230,477.15 3% 6,914.31 Senior Field Tax Collector 4,522 54,264 28,705.66 82,970 31,362.53 8,628.84 122,961.03 55% 67,628.57 Tax Operations Supervisor 6,183 74,196 39,249.68 113,446 42,882.47 11,798.35 168,126.50 15% 25,218.98 631,373.03 238,659.00 65,662.79 935,694.83 28% 265,570.26 Weighted Percentage of Time of 28%(Total Annual Cost I Full Annual Rate) 179,197.21 67,736.55 18 636.51 265 570.26 Per Delinquency Cost for 8,675 Delinquent Unsecured Installments 20.66 7.81 2.15 'Derived from Human Resources Dept.salary rates as of April 2006 "This percentage represents the total benefits received by Treasurer-Tax Collector staff for the pay period ending December 31,2005 divided by total salaries paid to Treasurer-Tax Collector staff for the pay period ending December 31,2005,as calculated by the Auditor-Controller. 'This amount represents the salary and benefits for each of the staff positions listed in Table B-1, multiplied by the respective .percentage of time the staff person spent preparing delinquent tax records and giving notice of delinquent second installment of secured and supplemental taxes. 2 This percentage is derived by dividing the total services and supplies expenses of the Treasurer-Tax Collector office during fiscal year 2004-05 by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05, as calculated by the Auditor- Controller. 3 This percentage is derived by dividing the total expenses of the Treasurer-Tax Collector for building occupancy, fixed assets and overhead as set forth in the Contra Costa County Plan 2005-06, prepared by the Auditor-Controller (at page 126), by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05. EXHIBIT B (cont'd) CONTRA COSTA COUNTY TREASURER-TAX COLLECTOR REVIEW OF DELINQUENT COSTS AND REVENUES .FOR ADMINISTRATION OF UNSECURED TAX LIEN RELEASE (Rev. &Tax C. § 2922) Fee Increase from $2.00 to $8.00 As Table B-2 below indicates, an Account Clerk — Advance position spends approximately 5% of their time preparing and providing unsecured tax lien releases. The "Percentage of Time Dedicated" in Table B-2 was established by the Tax Collector Department's Tax Operations Supervisor, who is responsible for managing the personnel responsible for preparing and providing unsecured tax lien releases. Since the Account Clerk — Advance position only spends approximately 5% of their time preparing and providing unsecured tax lien releases, only 5% of the $109,202 fully burdened rate for the position ($5,460), can be allocated to these services. Table B-2 sets forth the approximate percentage of time each of the staff positions listed therein spend preparing and providing unsecured tax lien releases and calculates how much of each of their fully burdened rate can be allocated to preparing and providing unsecured tax lien releases. Pursuant to Revenue &Taxation Code § 2922, the Tax Collector may collect actual costs of collection incurred by the county up to the time a delinquency for unsecured property taxes are paid. The Tax Collector currently charges a fee of $2.00 for preparing and providing each unsecured tax lien release. As set forth below in the Costs and Revenue section and Table B-2, this fee is insufficient to recover the actual cost of preparing and providing unsecured tax lien releases. The following .analysis supports an increase in the fee the Tax Collector charges for preparing and providing unsecured tax lien releases to $8.00 per release in order that it can collect actual costs of preparing and providing each unsecured tax lien release. The annual.salary, benefits and indirect costs for each of the staff personnel preparing and providing unsecured tax lien releases are set forth in the Table B-2 below. For example, a staff person in the position of Account Clerk - Advance earns an annual salary of$48,192 and receives benefits of approximately $25,493, for total salary and benefits ("S&B") of $73,686. In addition, a portion of the Tax Collector's expenses for services, supplies, building occupancy costs, fixed assets and overhead (collectively, "Indirect Costs"), are attributable to the Account Clerk—Advance position. Based on fiscal year 2004-05 figures, the Tax Collector's costs of services and supplies represent 37.8% of staff S&B and overhead costs are equal to 10.4% of staff S&B. This means that the Indirect Costs allocable to the Account Clerk — Advance position are 37.8% of the position's $73,686 S&B ($27,853) and the costs of overhead allocable are 10.4% of the position's $73,686 S&B ($7,663). Taking into consideration the Account Clerk —Advance position's salary, benefits, and the allocable portion of Indirect Costs, results in a total annual rate of$109,202. These calculations apply to each of the three positions listed in Table B-2 below and yield the following costs of preparing and providing unsecured tax lien releases: Costs (800 Releases) Salary and Benefits4 4,340 Services and Supplies (37.80% of S&B)5 1,640 Indirect Costs (Rate: 10.4% of S&B)6 451 Total Estimated Cost 6,431 As shown in Table B-2, the total cost of$6,431 for preparing and providing unsecured tax lien releases, calculates to approximately $8 per delinquency when 800 releases are provided, as was the case for fiscal year 2004-05. The current revenue received by charging a fee of$2 per release for this service is as follows: Revenue Total Cost of Preparing and Providing Tax Lien Releases (800 Tax Lien Releases) $6,431 Delinquent Cost Charge 1,600 2004-2005 charges (800 x $2.00) Total Estimated Revenue 1,600 Cost over Revenue 4,831 Additional Revenue @ 800 from 4,800 Proposed Cost Increase to $8.00 .Net Cost over Revenue 31 As these calculations and Table B-2 demonstrate, the Tax Collector needs to increase the fee that it charges for preparing and providing unsecured tax lien releases to $8 per release in order to recover the actual cost of providing this service. Based on the above narrative and calculations and Table B-2, this increase is reasonable in amount and is only designed to allow the Tax Collector to recover the actual cost of providing this service as allowed by Revenue and Taxation Code §2922. Table B-2 Tax Lien Release Staff(800 Releases) Maximum 52.90% 37.80% 10.40% Fully Percentage Total Position Title Monthly Annual Estimated Total Services& Bldg Occ, Burdened of Time Annual Salary Salary' Benefits" S&B Supplies FA&OH Annual Rate Dedicated Cost Account Clerk-Advance 4,016 48,192 25,493.57 73,686 27,853.14 7,663.30 109,202.01 5.00% 5,460.10 Clerk-Experienced 3,199 38,388 20,307.25 58,695 22,186.81 6,104.31 86,986.36 0.15% 130.48 Tax Operations Supervisor 6,183 74,196 39,249.68 113,446 42,882.47 11,798.35 168,126.50 0.50% 840.63 245,826.50 92,922.42 25,565.96 364,314.88 1.77% 6,431.21 Per Weighted Average of 1.77%(Annual Cost/Annual Rate) 4,339.55 1,640.35 451.31 6431 21 Per 800 Tax Lien Releases 5.42 2.05 0.56 'Derived from Human Resources Dept.salary rates as of April 2006 "This percentage represents the total benefits received by Treasurer-Tax Collector staff for the pay period ending December 31,2005 divided by total salaries paid to Treasurer-Tax Collector staff for the pay period ending December 31,2005,as calculated by the Auditor-Controller. 4 This amount represents the salary and benefits for each of the staff positions listed in Table B-1, multiplied by the respective percentage of time the staff person spent preparing delinquent tax records and giving notice of delinquent second installment of secured and supplemental taxes. 5 This percentage is derived by dividing the total services and supplies expenses of the Treasurer-Tax Collector office during fiscal year 2004-05 by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05,as calculated by the Auditor- Controller. 6 This percentage is derived by dividing the total expenses of the Treasurer-Tax Collector for building occupancy,fixed assets and overhead as set forth in the Contra Costa County Plan 2005-06, prepared by the Auditor-Controller(at page 126), by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05. EXHIBIT B (cont'd) CONTRA COSTA COUNTY TREASURER-TAX COLLECTOR REVIEW OF DELINQUENT COSTS AND REVENUES FOR ADMINISTRATION OF SEIZURE WARRANT NOTICE (Rev. &Tax C. §2922) Fee Increase from $43.00 to$80.00 As Table B-3 below indicates, an Account Clerk — Experienced position spends approximately 6% of their time preparing and providing property seizure warrant notices. The "Percentage of Time Dedicated" in Table B-3 was established by the Tax Collector Department's Tax Operations Supervisor, who is responsible for managing the personnel responsible for preparing and providing property seizure warrant notices. Since the Account Clerk— Experienced position only spends approximately 6% of their time preparing and providing property seizure warrant notices, only 6% of the $86,986 fully burdened rate for the position ($5,219), can be allocated to these services. Table B-3 sets forth the approximate percentage of time each of the staff positions listed therein spend preparing and providing property seizure warrant notices and calculates how much of each of their fully burdened rate can be allocated to preparing and providing property seizure warrant notices. Pursuant to Revenue &Taxation Code § 2922, the Tax Collector may collect actual costs of collection incurred by the county up to the time a delinquency for unsecured property taxes are paid. The Tax Collector currently charges a fee of$43.00 per delinquency preparing and providing property seizure warrant notices. As set forth below in the Costs and Revenue section and Table B-3, this fee is insufficient to recover the actual cost of preparing and providing property seizure warrant notices. The following analysis supports an increase in the fee the Tax Collector charges for preparing and providing property seizure warrant notices to $80.00 per notice in order that it can collect actual costs of preparing and providing property seizure warrant notices. The annual salary, benefits and indirect costs for each of the staff personnel preparing and providing property seizure warrant notices are set forth in the Table B-3 below. For example, a staff person in the position of Account Clerk- Experienced earns an annual salary of $38,388 and receives benefits of approximately $20,307, for total salary and benefits ("S&B") of $58,695. In addition, a portion of the Tax Collector's expenses for services, supplies, building occupancy costs, fixed ;assets and overhead (collectively, "Indirect Costs"), are attributable to the Account Clerk — Experience position. Based on fiscal year 2004-05 figures, the Tax Collector's costs of services and supplies represent 37.8% of staff S&B and overhead costs are equal to 10.4% of staff S&B. This means that the Indirect Costs allocable to the Account Clerk — Experience position are 37.8% of the position's $58,695 S&B ($22,186) and the costs of overhead allocable are 10.4% of the position's $58,695 S&B ($6,104). Taking into consideration the Account Clerk— Experienced position's salary, benefits, and the allocable portion of Indirect Costs, results in a total annual rate of $86,986. These calculations apply to each of the four positions listed in Table B-3 below and yield the following costs of preparing and providing unsecured tax lien releases: Costs (600 Seizure Notices) Salary and Benefits' 30,575 Services and Supplies (37.80% of S&B)8 11,557 Indirect Costs (Rate: 10.4% of S&B)9 3,180 Other Charges (40 Days of Car Rental/Fuel) 2,800 Total Estimated Cost 48,112 As shown in Table B-3, the total cost of $48,111 for preparing and providing property seizure warrant notices, calculates to approximately $80 per delinquency when 600 releases are provided, as was the case for fiscal year 2004- 05. The current revenue received by charging a fee of$43 per release for this service is as follows: Revenue Total Cost of Preparing and Providing $48,112 Seizure Warrant Notices (600 Notices) Delinquent Cost Charge 25,800 2004-2005 charges (600 x$43.00) Total Estimate Revenue 25,800 Cost over Revenue 22,312 Additional Revenue @ 600 from 22,200 Proposed Cost Increase to$80.00 Net Cost over Revenue 112 As these calculations and Table B-3 demonstrate, the Tax Collector needs to increase the fee that it charges to preparing and providing property seizure warrant notices to $80 per notice in order to recover the actual cost of providing this service. Based on the above narrative and calculations and Table B-3, this increase is reasonable in amount and is only designed to allow the Tax Collector to recover the actual cost of providing this service as allowed by Revenue and Taxation Code § 2922. Table B-3 Seizure Notice Staff(600 Notices) Maximum 52.90% 37.80% 10.40% Fully Percentage Total Position Title Monthly Annual Estimated Total Services& Bldg Occ, Burdened of Time Annual Salary Salary' Benefits" S&B Supplies FA&OH Annual Rate Dedicated Cost Clerk-Experienced 3,199 38,388 20,307.25 58,695 22,186.81 6,104.31 86,986.36 6% 5,219.18 Field Tax Collector 4,071 48,852 25,842.71 74,695 28,234.60 7,768.25 110,697.56 15% 16,604.63 Senior Field Tax Collector 4,522 54,264 28,705.66 82,970 31,362.53 8,628.84 122,961.03 15% 18,444.15 Tax Operations Superyisor 6,183 74,196 39,249.68 113,446 42,882.47 11,798.35 168,126.50 3% 5,043.80 329,805.30 124,666.40 34,299.75 488,771.45 9.27% 45,311.77 Per Weighted Average of 9.27%(Annual Cost/Annual Rate) 30,574.74 11,557.25 3,179.77 45,311.77 Per 600 Seizure Notices Served 50.96 19.26 5.30 75.52 4.67 "80:19' Plus Other Charges Car Rental 45.00 Gasoline 25.00 Subtotal 70.00 #of DaysNear on Road 40 Total 2,800.00 Per Notice(2,800/600) 4.67 'Derived from Human Resources Dept.salary rates as of April 2006 "This percentage represents the total benefits received by Treasurer-Tax Collector staff for the pay period ending December 31,2005 divided by total salaries paid to Treasurer-Tax Collector staff for the pay period ending December 31,2005,as calculated by the Auditor-Controller. 7 This amount represents the salary and benefits for each of the staff positions listed in Table B-1, multiplied by the respective percentage of time the staff person spent preparing delinquent tax records and giving notice of delinquent second installment of secured and supplemental taxes. 6 This percentage is derived by dividing the total services and supplies expenses of the Treasurer-Tax Collector office during fiscal year 2004-05 by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05, as calculated by the Auditor- Controller. 9 This percentage is derived by dividing the total expenses of the Treasurer-Tax Collector for building occupancy,fixed assets and overhead as set forth in the Contra Costa County Plan 2005-06, prepared by the Auditor-Controller(at page 126), by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05. EXHIBIT C CONTRA COSTA COUNTYTREASURER-TAX COLLECTOR REVIEW OF DELINQUENT COSTS AND REVENUES FOR ADMINISTRATION OF RETURNED CHECKS (County Ordinance Code§ 620-2.008) Fee Increase from $52.00 to $85.00 As Table C-1 below indicates, an Account Clerk — Experience position spends approximately 6% of their time processing checks for property taxes that are returned for insufficient funds. The "Percentage of Time Dedicated" in Table C-1 was established by the Tax Collector Department's Tax Operations Supervisor, who is responsible for managing the personnel responsible for processing checks for property taxes that are returned for insufficient funds. Since the Account Clerk — Experience position only spends approximately 6% of their time processing checks for property taxes that are returned for insufficient funds, only 6% of the $95,497 fully burdened rate for the position ($5,729), can be allocated to these services. Table C-1 sets forth the approximate percentage of time each of the staff positions listed therein spend processing checks for property taxes that are returned for insufficient funds and calculates how much of each of their fully burdened rate can be allocated to processing checks for property taxes that are returned for insufficient funds. Pursuant to Contra Costa County Ordinance Code Section 620-2.008, the Tax Collector shall review annually the fees and services listed in the section and provide an adjusted fee schedule to the Board of Supervisors for its consideration and approval so as to recover the costs reasonably borne to provide the service. One such service of the Tax Collector set forth in Section 620-2.008 is the administration of returned checks for which the Tax Collector currently charges a fee of $52.00 per check. As set forth below in the Costs and Revenue section and Table C-1, this fee is insufficient to recover the actual cost of processing checks for property taxes that are returned for insufficient funds. The following analysis supports an increase in the fee the Tax Collector charges for processing checks for property taxes that are returned for insufficient funds to $85.00 per returned check in order that it can recover the costs reasonably borne in processing checks for property taxes that are returned for insufficient funds. The annual salary, benefits and indirect costs for each of the staff personnel processing checks for property taxes that are returned for insufficient funds are set forth in the Table C-1 below. For example, a staff person in the position of Account Clerk - Experience earns an annual salary of $42,144 and receives benefits of approximately $22,294, for total salary and benefits ("S&B") of $64,438. In addition, a portion of the Tax Collector's expenses for services, supplies, building occupancy costs, fixed assets and overhead (collectively, "Indirect Costs"), are attributable to the Account Clerk— Experience position. Based on fiscal year 2004-05 figures, the Tax Collector's costs of services and supplies represent 37.8% of staff S&B and overhead costs are equal to 10.4% of staff S&B. This means that the Indirect Costs allocable to the Account Clerk — Advance position are 37.8% of the position's $64,438 S&B ($24,357) and the costs of overhead allocable are 10.4% of the position's $73,686 S&B ($6,701). Taking into consideration the an Account Clerk— Experience position's salary, benefits, and the allocable portion of Indirect Costs, results in a total annual rate of $95,497. These calculations apply to each of the four positions listed in Table C-1 below and yield the following costs of processing checks for property taxes that are returned for insufficient funds: Costs (260 Releases) Salary and Benefits' 12,354 Services and Supplies (37.80% of S&B)2 4,670 Indirect Costs (Rate: 10.4% of S&B)3 1,285 Other Charges (A-C $12/WFB 4.35) 4,251 Total Estimated Cost 22,560 As shown in Table C-1, the total cost of $22,559 for processing checks for property taxes that are returned for insufficient funds, calculates to approximately $85 per returned check when 260 checks are returned, as was the case for fiscal year 2004-05. The current revenue received by charging,a fee of $52 per returned check for this service is as follows: Revenue Total Cost of Processing Returned Checks $22,560 (260 Returned Checks) Delinquent Cost Charge 13,520 2004-2005 charges (260 x$52.00) Total Estimate Revenue 13,520 Cost over Revenue 9,040 Additional Revenue @ 260 from 8,580 Proposed Cost Increase to $85.00 Net Cost over Revenue 460 As these calculations and Table C-1 demonstrate, the Tax Collector needs to increase the fee that it charges for processing checks for property taxes that are returned for insufficient funds to $85 per returned check in order to recover the actual cost of providing this service. Based on the above narrative and calculations and Table C-1, this increase is reasonable in amount and is only designed to allow the Tax Collector to recover the recover the costs reasonably borne to provide the service as allowed by County Ordinance Code Section 620-2.008. Table C-1 Return-Check Service Staff(260 Checks) Maximum 52.90% 37.80% 10.40% Fully Percentage Total Position Title Monthly Annual Estimated Total Services& Bldg Occ, Burdened of Time Annual Salary Salary" Benefits" S&B Supplies FA&OH Annual Rate Dedicated Cost Account Clerk-Experience 3,512 42,144 22,294.18 64,438 24,357.63 6,701.57 95,497.38 6.00% 5,729.84 Account Clerk-Experience 3,512 42,144 22,294.18 64,438 24,357.63 6,701.57 95,497.38 6.25% 5,968.59 Treasurer Account Off icer 6,766 81,192 42,950.57 124,143 46,925.89 12,910.83 183,979.29 2.50% 4,599.48 Account Clerk-Supervisor 4,930 59,160 31 295.64 90,456 34,192.23 9,407:39 134,055.26 1.50% 2,010.83 343,474.56 129,833.38 35,721.35 509,029.30 3.60% 18::308.74 Per Weighted Average of 3.60%(Annual Cost/Annual Rate) 12,354.08 4,669.84 1,284.82 18,308.74 Per 260 Returned Checks 47.52 17.96 4.94 70.42 16.35 i rr88.77: Plus Other Charges A-C Reversal Fee 12.00 Ret Item Charge 2.75 Ret Item Redep 1.60 Subtotal 16.35 #of Rtn Items 260 Total 4,251.00 'Derived from Human Resources Dept.salary rates as of April 2006 **This percentage represents the total benefits received by Treasurer-Tax Collector staff for the pay period ending December 31,2005 divided by total salaries paid to Treasurer-Tax Collector staff for the pay period ending December 31,2005,as calculated by the Auditor-Controller. 'This amount represents the salary and benefits for each of the staff positions listed in Table C-1, multiplied by the respective percentage of time the staff person spent preparing delinquent tax records and giving notice of delinquent second installment of secured and supplemental taxes. 2 This percentage is derived by dividing the total services and supplies expenses of the Treasurer-Tax Collector office during fiscal year 2004-05 by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05, as calculated by the Auditor- Controller. 3 This percentage is derived by dividing the total expenses of the Treasurer-Tax Collector for building occupancy, fixed assets and overhead as set forth in the Contra Costa County Plan 2005-06, prepared by the Auditor-Controller (at page 126), by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05. EXHIBIT C (cont'd) CONTRA COSTA COUNTYTREASURER-TAX COLLECTOR REVIEW OF DELINQUENT COSTS AND REVENUES FOR ADMINISTRATION OF BULK TRANSFERS (County Ordinance Code§ 620-2.008) Fee Increase from $12.00 to $30.00 As Table C-2 below indicates, a Clerk Lead Specialist position spends approximately 4% of their time providing tax certifications for bulk transfers. The "Percentage of Time Dedicated" in Table C-2 was established by the Tax Collector Department's Tax Operations Supervisor, who is responsible for managing the personnel responsible for preparing and providing tax certifications for bulk transfers. Since the Clerk Lead Specialist position only spends approximately 4% of their time preparing and providing tax certifications for bulk transfers, only 4% of the $111,730 fully burdened rate for the position ($4,469), can be allocated to these services. Table C-2 sets forth the approximate percentage of time each of the staff positions listed therein spend preparing and providing tax certifications for bulk transfers and calculates how much of each of their fully burdened rate can be allocated to preparing and providing tax certifications for bulk transfers. Pursuant to Contra Costa County Ordinance Code Section 620-2.008, the Tax Collector shall review annually the fees and services listed in the section and provide an adjusted fee schedule to the Board of Supervisors for its consideration and approval so as to recover the costs reasonably borne to provide the service. One such service of the Tax Collector set forth in Section 620-2.008 is the provision of a tax certification for bulk transfers for which the Tax Collector currently charges a fee of$12.00. As set forth below in the Costs and Revenue section and Table C-2, this fee is insufficient to recover the actual cost of preparing and providing tax certifications for bulk transfers. The following analysis supports an increase in the fee the Tax Collector charges for preparing and providing tax certifications for bulk transfers to $30.00 per certificate in order that it can recover the costs reasonably borne in preparing and providing tax certifications for bulk transfers. The annual salary, benefits and indirect costs for each of the staff personnel preparing and providing tax certifications for bulk transfers are set forth in the Table C-2 below. For example, a staff person in the position of Clerk Lead Specialist earns an annual salary of $49,308 and receives benefits of approximately $26,803, for total salary and benefits ("S&B") of $75,392. In addition, a portion of the Tax Collector's expenses for services, supplies, building occupancy costs, fixed assets and overhead (collectively, "Indirect Costs"), are attributable to the Account Clerk — Experience position. Based on fiscal year 2004-05 figures, the Tax Collector's costs of services and supplies represent 37.8% of staff S&B and overhead costs are equal to 10.4% of staff S&B. This means that the Indirect Costs allocable to the Account Clerk — Advance position are 37.8% of the position's $75,392 S&B ($28,498) and the costs of overhead allocable are 10.4% of the position's $75,392 S&B ($7,840). Taking into consideration the Clerk Lead Specialist position's salary, benefits, and the allocable portion of Indirect Costs, results in a total annual rate of$111,730. These calculations apply to both of the positions listed in Table C-2 below and yield the following costs of processing bulk transfers: Costs (150 Transfers) Salary and Benefits4 3,299 Services and Supplies (37.80% of S&B)5 1,247 Indirect Costs (Rate: 10.4% of S&B)6 343 Total Estimated Cost 4,889 As shown in Table C-2, the total cost of $4,889 for preparing and providing tax certifications for bulk transfers, calculates to approximately $30 per bulk transfer when 150 bulk transfers are presented to the Tax Collector's office, as was the case for fiscal year 2004-05. The current revenue received by charging a fee of $12 per bulk transfer for this service is as follows: Revenue Total Cost of Processing Returned Checks $4,889 (150 Bulk Transfers) Delinquent Cost Charge 1,800 2004-2005 charges (150 x$12.00) Total Estimate Revenue 1,800 Cost over Revenue 3,089 Additional Revenue @ 150 from 2,700 Proposed Cost Increase to $30.00 Net Cost over Revenue 389 As these calculations and Table C-2 demonstrate, the Tax Collector needs to increase the fee that it charges for preparing and providing tax certifications for bulk transfers to $30 per bulk transfer in order to recover the actual cost of providing this service. Based on the above narrative and calculations and Table C-2, this increase is reasonable in amount and is only designed to allow the Tax Collector to recover the recover the costs reasonably borne to provide the service as allowed by County Ordinance Code Section 620-2.008. Table C-2 Bulk Transfer Staff(150 Transfers) Maximum 52.90% 37.80% 10.40% Fully Percentage Total Position Title Monthly Annual Estimated Total Services& Bldg Occ, Burdened of Time Annual Salary Salary' Benefits— S&B Supplies FA&OH Annual Rate Dedicated Cost Clerk Lead Specialist 4,109 49,308 26,083.87 75,392 28,498.08 7,840.74 111,730.57 4.00% 4,469.22 Tax Operations Supervisor 6,183 74,196 39,249.68 113,446 42 882.47 11 798.35 168 126.50 0.25% 420.32 188,837.43 71 380.55 19 639.09 279 857.07 1.75% 4,889.54 Per Weighted Average of 1.75%(Annual Cost/Annual Rate) 3,299.28 1,247.13 343.13 4,889.54 Per 150 Bulk Transfers 22.00 8.31 2.29 32:60 'Derived from Human Resources Dept.salary rates as of April 2006 "This percentage represents the total benefits received by Treasurer-Tax Collector staff for the pay period ending December 31,2005 divided by total salaries paid to Treasurer-Tax Collector staff for the pay period ending December 31,2005,as calculated by the Auditor-Controller. 4 This amount represents the salary and benefits for each of the staff positions listed in Table C-2, multiplied by the respective percentage of time the staff person spent preparing delinquent tax records and giving notice of delinquent second installment of secured and supplemental taxes. 5 This percentage is derived by dividing the total services and supplies expenses of the Treasurer-Tax Collector office during fiscal year 2004-05 by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05,as calculated by the Auditor- Controller. 6 This percentage is derived by dividing the total expenses of the Treasurer-Tax Collector for building occupancy,fixed assets and overhead as set forth in the Contra Costa County Plan 2005-06, prepared by the Auditor-Controller(at page 126), by the total salaries of the Treasurer-Tac Collector office during fiscal year 2004-05. EXHIBIT C (cont'd) CONTRA COSTA COUNTYTREASURER-TAX COLLECTOR REVIEW OF DELINQUENT COSTS AND REVENUES FOR ADMINISTRATION OF SUBDIVISION CERTIFICATION/BOND LETTER (County Ordinance Code§ 620-2.008) Fee Increase from $15.00 to $35.00 As Table C-2 below indicates, an Account Clerk - Advance position spends approximately 6% of their time preparing and providing subdivision certification/bond letters. The "Percentage of Time Dedicated" in Table C-3 was established by the Tax Collector Department's Tax Operations Supervisor, who is responsible for managing the personnel responsible for preparing and providing subdivision certification/bond letters. Since the Account Clerk -Advance position only spends approximately 6% of their time preparing and providing subdivision certification/bond letters, only 6% of the $109,202 fully burdened rate for the position ($6,552), can be allocated to these services. Table C-3 sets forth the approximate percentage of time each of the staff positions listed therein spend preparing and providing subdivision certification/bond letters and calculates how much of each of their fully burdened rate can be allocated to preparing and providing subdivision certification/bond letters. Pursuant to Contra Costa County Ordinance Code Section 620-2.008, the Tax Collector shall review annually the fees and services listed in the section and provide an adjusted fee schedule to the Board of Supervisors for its consideration and approval so as to recover the costs reasonably borne to provide the service. One such service of the Tax Collector set forth in Section 620-2.008 is the preparation and provision of subdivision certification/bond letters for which the Tax Collector currently charges a fee of$15.00 per letter. As set forth below in the Costs and Revenue section and Table C-3, this fee is insufficient to recover the actual cost of preparing and providing subdivision certification/bond letters. The following analysis supports an increase in the fee the Tax Collector charges for processing bulk transfers to $35.00 per subdivision certification/bond letter in.order that it can recover the costs reasonably borne incurred by the county in preparing and providing subdivision certification/bond letters. The annual salary, benefits and indirect costs for each of the staff personnel preparing and providing subdivision certification/bond letters are set forth in the Table C-3 below. For example, a staff person in the position of Account Clerk -Advance earns an annual salary of$48,192 and receives benefits of approximately $25,493, for total salary and benefits ("S&B") of $73,686. In addition, a portion of the Tax Collector's expenses for services, supplies, building occupancy costs, fixed assets and overhead (collectively, "Indirect Costs"), are attributable to the Account Clerk Advance position. Based on fiscal year 2004-05 figures, the Tax Collector's costs of services and supplies represent 37.8% of staff S&B and overhead costs are equal to 10.4% of staff S&B. This means that the Indirect Costs allocable to the Account Clerk — Advance position are 37.8% of the position's $73,686 S&B ($27,853) and the costs of overhead allocable are 10.4% of the position's $73,686 S&B ($7,663). Taking into consideration the Account Clerk —Advance position's salary, benefits, and the allocable portion of Indirect Costs, results in a total annual rate of$109,202. These calculations apply to both of the positions listed in Table C-3 below and yield the following costs of preparing and providing subdivision certification/bond letters: Costs (200 Certifications) Salary and Benefits' 4,873 Services and Supplies (37.80% of S&B)$ 1,842 Indirect Costs (Rate: 10.4% of S&B)9 507 Total Estimated Cost 7,222 As shown in Table C-3, the total cost of $7,222 for preparing and providing subdivision certification/bond letters, calculates to approximately $35 per subdivision certification/bond letters when 200 letters are provided by the Tax Collector's office, as was the case for fiscal year 2004-05. The current revenue received by charging a fee of $15 per letter for this service is as follows: Revenue Total Cost of Preparing and Providing Subdivision $7,222 Certification/Bond Letters (200 Letters) Delinquent Cosi; Charge 3,000 2004-2005 charges (200 x $15.00) Total Estimate Revenue 3,000 Cost over Revenue 4,222 Additional Revenue @ 200 from 4,000 Proposed Cost Increase to $35.00 Net Cost over Revenue 222 As these calculations and Table C-3 demonstrate, the Tax Collector needs to increase the fee that it charges for subdivision certification/bond letters to $35 per letter in order to recover the actual cost of providing this service. Based on the above narrative and calculations and Table C-3, this increase is reasonable in amount and is only designed to allow the Tax Collector to recover the recover the costs reasonably borne to provide the service as allowed by County Ordinance Code Section 1320-2.008. Table C-3 Subdivision Certification/Bond Letter Staff(200 Certifications) Maximum 52.90% 37.80% 10.40% Fully Percentage Total Position Title Monthly Annual Estimated Total Services& Bldg Occ, Burdened of Time Annual Salary Salary* Benefits** S&B Supplies FA&OH Annual Rate Dedicated Cost Account Clerk-Advance 4,016 48,192 25,493.57 73,686 27,853.14 7,663.30 109,202.01 6.00% 6,552.12 Account Clerk-supervisor 4,930 59,160 31,295.64 90,456 34 192.23 9,407.39 134 055.26 0.50% 670.28 164,141.21 62,045.38 17,070.69 243,257.27 2.97% 7,222.40 Per Weighted Average of 2.97%(Annual Cost/Annual Rate) 4,873.41 1,842.15 506.83 7,222.40 Per 200 Certifications/Letters 24.37 9.21 2.53 *Derived from Human Resources Dept.salary rates as of April 2006 **This percentage represents the total benefits received by Treasurer-Tax Collector staff for the pay period ending December 31,2005 divided by total salaries paid to Treasurer-Tax Collector staff for the pay period ending December 31,2005,as calculated by the Auditor-Controller. 7 This amount represents the salary and benefits for each of the staff positions listed in Table C-2, multiplied by the respective percentage of time the staff person spent preparing delinquent tax records and giving notice of delinquent second installment of secured and supplemental taxes. $This percentage is derived by dividing the total services and supplies expenses of the Treasurer-Tax Collector office during fiscal year 2004-05 by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05, as calculated by the Auditor- Controller. 9 This percentage is derived by dividing the total expenses of the Treasurer-Tax Collector for building occupancy,fixed assets and overhead as set forth in the Contra Costa County Plan 2005-06, prepared by the Auditor-Controller(at page 126), by the total salaries of the Treasurer-Tax Collector office during fiscal year 2004-05. r ORDINANCE NO. 2006-28 (uncodified) (Amending the Fee Charged by the Treasurer-Tax Collector for the Collection of Delinquent Secured Property Taxes) The Contra Costa County Board of Supervisors ordains as follows: SECTION I. Purpose. It is the purpose of this ordinance to increase the fee charged by the Tax Collector for the preparation of delinquent secured tax records and giving notice of delinquency on each separate valuation from $10 per secured delinquency to $20 per secured delinquency in order that the Tax Collector can recover the cost of the preparation of delinquent secured tax records and giving notice of delinquency. SECTION II. Authority. This ordinance adopts fees pursuant to California Revenue and Taxation Code Section 2621 and California Government Code Section 54985. SECTION III. Notice and Hearing. This ordinance was adopted pursuant to the notice and procedure hearings set forth in Government Code Section 54986. All required notices have been properly given and public hearings held. SECTION IV. Fee Adoption. On and after the effective date of this ordinance, the following fee shall be collected pursuant to this ordinance: Delinquent Second Installment Fee. After the second installment of taxes on the secured roll is delinquent, the tax collector shall charge and collect $20.00 for preparing the delinquent tax records and giving notice of delinquency on each separate valuation on the secured roll of: 1. Real property, except possessory interests; 2. Possessory interests; and 3. Personal property cross-secured to real property. SECTION V. Severability. If any fee or provision of this ordinance is held invalid or unenforceable by a court of competent jurisdiction, that holding shall not affect the validity or enforceability of the remaining fees or provisions, and the Board declares that it would have adopted each part of this ordinance irrespective of the validity of any other part. SECTION VI. Supersede. This ordinance supersedes all ordinances, resolutions, and other actions of the Board of Supervisors establishing fees for the services specified in this ordinance. ORDINANCE NO. 2006-28 SECTION VII. Effective Date. This ordinance becomes effective 30 days after passage. Within 15 days of passage, this ordinance shall be published once with the names of the supervisors voting for and against it in the Contra Costa Times, a newspaper published in this County. PASSED ON by the following vote: AYES: Uilkema,Piepho,DeSaulnier,Glover and Gioia NOES: None ABSENT: None ABSTAIN: None ATTEST: JOHN CULLEN, Clerk of the Board of Supervisors Vodair and County Administrator By: /•t; [SEAL] Deputy ESG ORDINANCE NO. 2006-28 Y THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA Adopted this Resolution on July 25, 2006, by the following vote: AYES: Uilkema,Piepho,DeSaulnier,Glover and Gioia NOES: None ABSENT: Nrme ABSTAIN: None SUBJECT: Revised Fees for Certain ) RESOLUTION NO. 2006/406 Tax Collector Services ) (Gov. C. § 66018, Rev. & Tax C. § 2922 and County Ordinance Code § 620-2.008) The Board of Supervisors of Contra Costa County RESOLVES THAT: WHEREAS, A. Board Resolution No. 92/112 establishes certain fees for services provided by the Assessor, Auditor-Controller,Clerk of the Board, County Recorder Clerk/Elections and the Tax Collector pursuant to County Ordinance Code Section 620-2.008. B. County Ordinance Code Section 620-2.008 establishes Board policy on the recovery of costs and specifies that each department head shall review annually the fees and services listed therein and provide an adjusted fee schedule to the Board for its consideration and approval so as to recover the costs reasonably borne to provide the service listed therein. C. The fees charged by the Tax Collector pursuant to Resolution No. 1992/12 for (i) providing a Tax Certification for a Bulk Transfer (S-099), (ii) providing a Subdivision Certification/Bond (S-100), and (iii) processing Dishonored Tax Checks (S-107) (collectively, the "Services"), have not changed since the passage of Resolution No. 1992/12, and are inadequate to recover the costs of providing them. D. Pursuant to County Ordinance Code Section 620.2-008(a), the Tax Collector now desires to adjust the fees it charges for the Services. As set forth in the fee adoption section below, this resolution increases the fees the Tax Collector charges for the Services and the fees set forth below shall supersede those set forth on the Fee Schedule attached to Resolution No. 1992/112 and the Board finds that each of these fees is reasonable and necessary to recover the costs borne to provide the service. E. Government Code Section 2922 provides that the Tax Collector may collect the actual costs of collection incurred by the County in collecting delinquent unsecured taxes up to the time the delinquency is paid. F. The fees currently charged by the Tax Collector for (i) notifying the taxpayer of the delinquency, (ii) providing a duplicate delinquent unsecured tax lien release, and (iii) posting notice of property seizure to satisfy an unsecured property tax delinquency (the "Unsecured Property Tax Services"), are insufficient to cover the actual cost of each of the respective services. G. Pursuant to Government Code Section 2922, the Tax Collector now desires to adjust the fees it charges for the Unsecured Property Tax Services. As set forth in the fee adoption section below, this resolution increases the fees the Tax Collector may charge for the Unsecured Property Tax Services in order that the Tax Collector can collect the actual costs of providing these services and the Board finds that each of these fees is reasonable and necessary to recover the actual costs of collection of delinquent unsecured property taxes. H. The County wishes to comply with both the letter and the spirit of Article XIIIB of the California Constitution and limit the growth of taxes. It has been determined that the f.-es authorized by this resolution do not implicate the provisions of Article XIIID of the California Constitution regarding real property assessments. I. The County desires to establish a policy of recovering the full costs reasonably borne by providing special services of a voluntary and limited nature so that general taxes are riot diverted from general services of a broad nature and used to unfairly and inequitably subsidize special services. NOW THEREFORE, The Board hereby resolves that the following fees are hereby adopted and shall be charged and collected for the services enumerated: A. Tax Certification — Bulk Transfer Fee(S-099). $30 per certificate plus $20 if taxes are owed on the subject property. B. Subdivision Certification/Bond. $35 per certificate. C. Dishonored Tax Checks. $10 for the second and subsequent resubmissions of a dishonored check and $85.00 for each cancelled check D. Delinquent Unsecured Tax Fee. After a payment of taxes on the unsecured roll is delinquent, the tax collector shall charge and collect $30.00 for preparing the delinquent tax records and giving notice of delinquency on each separate valuation on the unsecured roll. RESOLUTION NO. 2006/406 E. Duplicate Delinquent Unsecured Tax Lien Release Fee. The tax collector shall charge and collect $8.00 for the preparation and issuance of a duplicated delinquent unsecured tax lien release fee. F. Delinquent Unsecured Tax Seizure Notice Fee. The tax collector shall charge and collect $85.00 for providing and posting notices of seizure of personal property for the purpose of satisfying delinquent unsecured taxes. G. Repealer. All resolutions and other actions of the Board of Supervisors in conflict with the contents of this Resolution are repealed to the extent of any conflict, on the operative date of the conflicting provisions hereof. Orig. Dept: Tax Collector Contact Person: Russell Watts cc: Auditor-Controller Clerk of the Board County Counsel RESOLUTION NO. 2006/406 COUNTY OF CONTRA COSTA 651 PINE STREET, ROOM 106 MARTINEZ, CA 94553 NOTICE OF PUBLIC MEETING AND AVAILABILITY OF DATA The Contra Costa County Board of Supervisors will hold a public meeting on Tuesday, July 25, 2006, at 9:30 a.m. in the Board of Supervisors Chambers, County Administration Building, 651 Pine Street, Martinez, California, to consider increasing the fees charged for the collection of delinquent secured and unsecured property taxes and other services provided by the County Treasurer-Tax Collector. Oral and written comments on the adjusted fees will be considered at the meeting. At least ten (10) days prior to July 25, 2006, the proposed ordinance, resolution and amended fees will be on file in the office of the Clerk of the Board of Supervisors, located at the above address, Room 106, and will be available there for public inspection. Dated: July 12, 2006 ATTEST: John Cullen, Clerk of the Board of Supervisors and County Administrator Date of Publication: July 14, 2006 By: Emy L. Sharp Deputy July 19, 2006 d' ✓� "Contra Costa Times To: EShar@cob.cccounty.us Legals" cc: R'w <cctlegals@cctimes.c Subject: REVISION ON DATE OF PUBLICATION REF. 1192 ti. om> �( 07/11/2006 09:03 AM Please respond to cctlegals THE FOLLOWING e-mail contains pertinent information; please read it carefully in its entirety. Good Morning If you have any questions regarding the legal notice confirmed below, please reference the LEGAL NUMBER provided. Only e-mail to cctlegals(acctimes.com regarding Contra Costa Times, Concord Transcript, or Contra Costa Sun legal notices. ** LEGAL SCHEDULE CONFIRMATION ** TYPE: In-Column Liner, Classified Section LEGAL NUMBER: 6164 PO#: 1192 Publication: CCT Run Date(s): 0,7/14, 07/20 Legal Acct#: 200 4197 Total Amount: $145.60 FOR YOUR INFORMATION - Revisions/Cancellations: I will need a cancellation request referencing the LEGAL NUMBER—or all changes attached in a final draft Microsoft Word Document—e-mailed to cctlegals(a-,cctimes.com by no later than 4 PM tomorrow, Wed., 07/12. Otherwise, the wording of the legal will publish as you e-mailed. Thanks! Anashia Lloyd Legal Advertising Coordinator (925) 943-8019 (925) 943-8359 —fax Contra Costa Times ATTN: Legal Dept. P.O. Box 4718 K" Walnut Creek, CA 94596 ' V cctlegals@cctirnes.com I bE y LEGAL PUBLICATION REQUISITION Contra Costa Count STA'�suK FROM: Clerk of the Board TO: Contra Costa Times 651 Pine St., Room 106 P.O. Box 4718 Pine Street, Martinez 94553 Walnut Creek, CA 94596 E-MAIL: cctlegals@cctimes.com FAX No. 925-943-8359 Requested by: EMY L. SHARP Date: JULY 10, 2006 Phone No.: 925-335-1903 Reference No.: 1192 Org.: Sub Object: 2190 Task: SAS Activity: 121P. Publication Date (s) JULY 14, 2006 AND JULY, 2006 No. of Pages: (2) LEGAL PUBLICATION PUBLIC HEARING ON FEES CHARGED FOR COLLECTION OF DELINQUENT SECURED AND UNSECURED PROPERTY TAXES "E-MAIL" *** Immediately upon expiration of publication, *** send in one affidavit for each publication in order that the auditor may be authorized to pay you bill. C r Authorized Signature: Please confirm date of publication and receipt of this fax. Laura Strobel To: Emelda Sharp/COB/CCC@CCC �. cc: Jane Pennington/COB/CCC@CCC '07/11/2006 10:00 AM Subject: Thank you! Emy: Thank you for your assistance with the publication for the Tax Collector. I truly appreciate it! Laura Strobel Budget System Administrator P (925) 335-1091, F (925) 646-1353 Laurer Strobel To: Emelda Sharp/COB/CCC@CCC cc: Jane Pennington/COB/CCC@CCC Q 07/10/2006 04:23 PM Subject: Re: Note of Public Meeting for CCTIMESD Hi Emy: Just to confirm...we're going with July 14th and July 20th. Thank you for your help with this! Laura Strobel Budget System Administrator P (925) 335-1091, F (925) 646-1353 Emelda Sharp Emelda Sharp To: Laura Strobel/CAO/CCC@CCC £ '07/10./2006 02:38 PM cc: Subject: Re: Note of Public Meeting for CCTIMES[j Dear Ma'am, I will talk to Jane Pennington to publish the above notice before it will be taken up on July 25, 2006. The Date of Publications are July 14, 2006 and July 19, 2006. It is too late for me to publish on Wednesday July 12. Please respond if it is okay for July 14, 2006. Thanks. Emelda L. Sharp Clerk of the Board Laura Strobel To: EShar@cob.cccounty.us 07/10/200612:14PM cc: JPenn@cob.cccounty.us a Subject: Note of Public Meeting for CCTIMES Hi Emy: Would you take care of posting these notices in the CCTIMES for both this Wednesday (7/12) & next Wednesday (7/19)? This is for an upcoming agenda item on July 25. Please let me know if you need any additional information. Thank you! 91 R] Public Notice July 12.dc Public Notice July 19.dc Laura Strobel Budget System Administrator P (925) 335-1091, F (925) 646-1353 Kathy Sinclair/COB/CCC To cctlegals@cctimes.com 11/02/2005 10:00 AM cc Eric S Gelston/CC/CCC, Laura Strobel/CAO/CCC, a. 4 bcc AiA3.i E Ain114 jw Subject Publication Request-Ordinance 2006-28 Hi Anashia, Please publish the attached legal notice in the CCTimes and CHARGE account #: 2002988 One day only, Thursday, August 3, 2006 Reference PO#: Clerk of the Board, (1197) Please confirm receipt of request. Should you have any questions, please call me at the number listed below. Thank you, Kathy Sinclair Clerk of the Board of Supervisors Contra Costa County 925.335.1902 Delinquency Fee Ordinance-2006-28.doc "Ledger Legals" To KSinc@cob.cccounty.us <Idlegals@cctimes.com> cc 07/31/2006 04:10 PM bcc Subject Re: Publication Request-Ordinance 2006-28 Receipt confirmed. Will publish as requested. Thank you. ----- Original Message ----- From: KSinc@cob.cccounty.us Date: Monday, July 31, 2006 10:12 am Subject: Publication Request-Ordinance 2006-28 > Please publish the attached Hearing Notice in the East County > Times and CHARGE account #: 2002988 > Reference P.O. # Clerk of the Board, (1198) > One day only, Thursday, August 3, 2006 > Please confirm receipt of request. > Should you have any questions, please call me at the number > listed below. > Thank: you. > Kathy Sinclair > Clerk: of the Board of Supervisors > 925.335.1902 > (See attached file: Delinquency Fee Ordinance-2006-28.doc) "Contra Costa Times Legals" To KSinc@cob.cccounty.us <ccilegals@cctimes.com> 07/31/2006 02:06 PM cc EGels@cc.cccounty.us,Istro@cao.co.contra-costa.ca.us 1- Please respond to bcc 1-ctlegals@cctimes.com Subject Publication Request-Ordinance 2006-28 i THE FOLLOWING e-mail contains pertinent information; please read it carefully in its entirety. PLEASE NOTE:All of our offices will be closed Labor Day,Monday, September 4, 2006. Good Afternoon. If you have any questions regarding the legal notice confirmed below,please reference the:LEGAL NUMBER provided. Only e-mail to cctlegals(acctimes.com regarding Contra Costa Times, Concord Transcript, or Contra Costa Sun legal notices. ** LEGAL SCHEDULE CONFIRMATION** TYPE: In-Column Liner, Classified Section LEGAL NUMBER: 6344 PO#: Clerk of the Board 1197 Publication: CCT Run Date(s): 08/03 Legal Acct#: 200 2988 (CCC Counsel) Total Amount: $197.40 FOR YOUR INFORMATION- Revisions/Cancellations: I will need a cancellation request referencing the LEGAL NUMBER—or all changes attached in a final draft Microsoft Word Document—e-mailed to cctlegalsC&cctimes.com by no later than 4 PM tomorrow, Tues., 08/01. Otherwise,the wording of the legal will publish as you e-mailed. Thanks! Anashia Lloyd Legal Advertising Coordinator (925) 943-8019 (925) 943-8359—fax Contra Costa']Gimes ATTN: Legal Dept. P.O. Box 4718 Walnut Creek, CA 94596 cctlegals@ccti.mes.com • f , . Kathy Sinclair/COB/CCC To Idlegals@cctimes.com 07/31/2006 10:12 AM cc Laura Strobel/CAO/CCC@CCC, Eric S Gelston/CC/CCC@CCC ' bcc Subject Publication Request-Ordinance 2006-28 Please publish the attached Hearing Notice in the East County Times and CHARGE account#: 2002988 . Reference P.O. # Clerk of the Board, (1198) One day only, Thursday, August 3, 2006 Please confirm receipt of request. Should you have any questions, please call me at the number listed below. Thank you. Kathy Sinclair Clerk of the Board of Supervisors 925.335.1902 i Delinquency Fee Ordinance-2006-28.doc ' Kathy Sinclair/COB/CCC To wctlegals@cctimes.com 12/01/2005 02:29 PM cc Laura Strobel/CAO/CCC, Eric S Gelston/CC/CCC, 4 bcc Subject Publication Request-Ordinance 2006-28 Hi Toni, Please publish the attached Hearing Notice in the West County Times and CHARGE account#: 2002988 Reference P.O. # Clerk of the Board, (1199) One day only, Thursday, August 3, 2006 Please confirm receipt of request. Should you have any questions, please call me at the number listed below. Thank you. Kathy Sinclair Clerk of the Board of Supervisors Contra Costa County 925.335.1902 Delinquency Fee Ordinance-2006-28.doc Jk Kathy Sinclair/COB/CCC To vtlegals@cctimes.com 05/10/2006 10:20 AM cc Laura Strobel/CAO/CCC, Eric S Gelston/CC/CCC, a bcc &AAAAAA" Subject Publication Request-Ordinance 2006-28 Please. publish the attached Hearing Notice in the Valley Times and CHARGE account#:2002988 Reference P.O. # Clerk of the Board, (2000) One day only, Thursday, August 2, 2006 Please confirm receipt of request. Should you have any questions, please call me at the number listed below. Thank you. Kathy Sinclair Clerk of the Board of Supervisors Contra Costa County 925.335.1902 Delinquency Fee Ordinance-2006.28.doc PROOF OF PUBLICATION (2015.5 C.C.P.) �Q�y STATE OF CALIFORNIA County of Contra Costa 1 am a citizen of the United States and a resident of the County aforesaid; I am over the age of eighteen years, and not a party to or interested in the above-entitled matter. I am the Principal Legal Clerk of the Contra Costa Times, a newspaper of general circulation, printed and published at 2640 Shadelands Drive in the City of Walnut Creek, County of Contra Costa, 94598. And which newspaper has been adjudged a newspaper of general circulation by the Superior Court of the County of Contra Costa, State of California, under the date of October 22, 1934. Case Number 19764. The notice, of which the annexed is a printed copy (set in type not smaller than nonpareil), has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to-wit: July 14, 20, all in the year of 2006 1 certify (or declare) under penalty of perjury that the foregoing is true and correct. Execu d at Walnut Creek, California. r. On t is 1 day o July, 2006 . ......................................................I................ .. ... Signature Contra Costa Times P 0 Box 4147 Walnut Creek, CA 94596 (925) 935-2525 Proof of Publication of: (attached is a copy of the legal advertisement that published) PROOF OF PUBLICATION (2015.5 C.C.P.) STATE OF CALIFORNIA County of Contra Costa I am a citizen of the United States and a resident of the County aforesaid; I am over the age of eighteen years, and not a party to or interested in the above-entitled matter. I am the Principal Legal Clerk of the Contra Costa Times, a newspaper of general circulation, printed and published at 2640 Shadelands Drive in the City of Walnut Creek, County of Contra Costa, 94598. And which newspaper has been adjudged a newspaper of general circulation by the Superior Court of the County of Contra Costa, State of California, under the date of October 22, 1934. Case Number 19764. The notice, of which the annexed is a printed copy (set in type not smaller than nonpareil), has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to-wit: July 14, 20, all in the year of 2006 1 certify (or declare) under penalty of perjury that the foregoing is true and correct:. Execu d at Walnut Creek, California. _ Ont s 1 day of July, 2006 v . ....................................................................... .. ... Signature Contra Costa Times P 0 Box 4147 Walnut Creek, CA 94596 (925) 935-2525 Proof of Publication of: (attached is a copy of the legal advertisement that published)