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Partnering with $takeholders – the county government stakeholders

Partnering with $takeholders – the county government stakeholders. Notie Lansford, Extension Economist Program Leader, County Training Program (CTP) May 19, 2011. What are county officers interested in?. $ MONEY Short-term: Health Insurance / Benefits Workers Comp. Jails Salaries

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Partnering with $takeholders – the county government stakeholders

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  1. Partnering with $takeholders – the county government stakeholders Notie Lansford, Extension Economist Program Leader, County Training Program (CTP) May 19, 2011

  2. What are county officers interested in? • $ MONEY • Short-term: • Health Insurance / Benefits • Workers Comp. • Jails • Salaries • Liability • Fuel and Vehicles • Gravel, steel, & other road and bridge materials • Long-term: • Retirement

  3. So, if Money and Budgets are a Central Theme, How do We Partner with Them? • Products & Programs: • County Gov. Financial Trends Report • Abstract of County Gov. … Funds • Summary – County Sales, Use, & Lodging Taxes • County Sales Tax fact sheet • County Use Tax fact sheet • Lodging Tax fact sheet • Mill Levy Report • Ad Valorem Levies fact sheet

  4. So, if Money and Budgets are a Central Theme, How do We Partner with Them? • Products & Programs: • County Gov. Financial Trends Report • Projection of Sales Tax Receipts • Projection of Use Tax Receipts • County Jail Construction & Operation Cash Flow Analysis • Debt Repayment Scenario Analysis • County Government DVD • Excise Board training workshop

  5. Highlight Two Programs • County Financial Trends Reports • County Officer & Deputy Certification Program through CTP

  6. County Financial Trends Reports • Details on Your County Government • 7 Figures • 8 Tables – 12 Years of Rev & Exp • Executive Summary • 18 pages + appendices • General Fund, Road Fund, Sales Tax, … • Power Point presentation to match if you like presented by you, your area specialist, or me. • Many counties have used these to educate county officials & the public

  7. LeFlore County report excerpts • From executive summary: Summary and Conclusions General Fundrevenues rose 43.35 % between fiscal years 1998 and 2010. At the same time, prices (inflation) increased 29.42% (as measured by the GDP implicit price deflator). General Fundexpenditures rose 56.34%. General Fund property tax revenues rose 48.51% over the period. Ad valorem revenues made up 62.64% of General Fund revenues in fiscal year 2010. General Fund revenues from “all other sources” increased 34.75% over the study period.

  8. County Officer & Deputy Certification Program through CTP • Certificates for Educational Achievement for all 8 County Offices • From 4 courses – 42 hours for sheriffs • To 3 certification levels – 196 hours for treasurers • From foundational, general courses like “County Budget Process,” “Purchasing Procedures,” and “Managing Personnel” • To specific courses like “Investments & Collateral” and “Land Records” • 44 short-courses total

  9. Outcomes • County Commissioner pushing county government in the local schools – DVD. • County Treasurer saying she used Cash Flow Management tools to make an extra $38,000 interest income for the county. • County commissioners adopted a use tax. • Commissioners refuse to fund extension office despite having $300,000 carry-over.

  10. Partnering with $takeholders • Build relationships. • Offer programs and materials, especially at key times. • Attend commissioner meetings. • Let the CTP group know how we can help.

  11. CTP, OSU Contacts • Notie Lansford, Extension Economist • (405) 744-6555 or notie.lansford@okstate.edu • Ann Embree, Local Government Specialist • (405) 744-9838 or ann.embree@okstate.edu • Judy Rudin, Communications Specialist • (405) 744-9812 or judy.rudin@okstate.edu • Sherri Schieffer, Local Government Specialist • (405) 744-9828 or sherri.schieffer@okstate.edu • Suzanne Spears, Local Government Specialist • (918) 762-3253 or suzanne.spears@okstate.edu • Glenda Emerson, Local Government Specialist, glenda.emerson@okstate.edu • Gloria Cook (405) 744-6160, ctp@okstate.edu

  12. ResourcesPublications:http://agecon.okstate.edu/faculty/publications_results.asp?page=1 Fact Sheets: 1. Ad Valorem Taxes 2. Duties & Responsibilities of Elected County Officials 3. Duties & Responsibilities of Non-Elected County Officials 4. …http://www.rd.okstate.edu/RDPublications.htm#D 1. Abstract of County Government General, Highway, and Special Revenue Funds in OK (Fiscal Year 2008-2009) 2. Summary - County Sales, Use, & Lodging Taxes, FY 09 3. "Oklahoma Ad Valorem Mill Levies, Fiscal Year 2009“OCES CTP Training – http://agecon.okstate.edu/ctp/ Courses, Handbooks, Technical Assistance

  13. Other Sources of Information • Oklahoma Tax Commission • http://www.oktax.state.ok.us/oktax/ • Publications • State Auditor and Inspector • http://www.sai.state.ok.us/ • Audit Reports • County Training Program (CTP) • http://www.agecon.okstate.edu/ctp/ • Budget Process, 2 day class • Building Your Budget, 1 day class • See May 10, 2011 Centra recording for more detail on county finances.

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