Loading...
2006-93-Minutes for Meeting November 09,2005 Recorded 1/31/2006~J'~ES C w°jv 2.► { Deschutes County Board of Commissioners 1130 NW Harriman St., Bend, OR 97701-1947 (541) 388-6570 - Fax (541) 388-4752 - www.deschutes.orc MINUTES OF DEPARTMENT UPDATE - FINANCE/TAX DEPARTMENT DESCHUTES COUNTY BOARD OF COMMISSIONERS WEDNESDAY, NOVEMBER 9, 2005 Commissioners' Conference Room - Administration Building - 1300 NW Wall St.., Bend Present was Commissioner Dennis R. Luke and Michael M. Daly. Also present were Mike Maier, County Administrator; and Marty Wynne, Finance/Tax. No representatives of the media or other citizens were present. The meeting began at 9: 00 a. m., and a copy of the agenda is attached for reference. No formal action was taken by the Board. The meeting adjourned at 9:45 a. m. DATED this 9th day of November 2005 for the Deschutes County Board of Commissioners. ATTEST: Recording Secretary TombeWolf, Chair 1)~414, Michael aly, Co missioner D nnis R. Luke, Commissioner III YI~I~IIIIN 2006 -9 1 COUNTY OFFICIAL NANCYUBLANKENSHIP, COUNTY CLERKDS Q 2006-93 COMMISSIONERS' JOURNAL 011311 AN Al It 25 PM Board of Commissioners' Monthly Meeting Finance Director/Treasurer AGENDA November 91 2005 (1) Monthly Investment Report (2) October Financial Statements (3) Inventory of County Capital Assets (4) St. Charles Hospital Authority i i c III ~l U, laJl LEI O O O p 0 0 0 a aD 0 0 0 0° 0 N ' N c 1t c } ~ v 403, d a( r > LL co N N O c0 E M M M O N N N 9 0 GA eq C D O P n N th M U t; P d C yy W r- N N C O O o LL 69 L. E d) o n E JIM E w Li W lw i N N m OJ C F > C ~p R 2 1 C7 e°o o om Oo0o°) o OIDON S Oa00 0~ V.- ( f- CO ccn r P ' CO ' n r co w co v fl CC O N r CO 0 O ~ V), i w N U L C) N l0 N N d C) H~ LTD m J f-o G1 = U E U N ~a a`) w 0 C EUI- -,m E ~mv Ca OF cU' o N a ~A A ;6 C u2 15-1 ql N C) C d (7 0 0 0 0 0 0 0 Cl 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O C) C) 0 0 0 O O O oooaoowoo O O N~ T- N N O N 0 U) N C O S 6 P W ~ N ` 06 U N m ,C f) ~p m ~ Cy U l6 ` m to R 7ENCK4,C Y 0 U Q fC C ~p co r O O 'n co m LL E E m m `o E o (D m m mmUU -j vou»3: O o` O 0\ Po to Ul) NNN E C ~ N CL W C) Q 0 CIS G V U CL ~ U w N cam' at°i(D ll~ 4) a) U d 4.a) E Ym ~C/i d m E E U~-jU- imt- U d ~ C W E c A JIM Q Q E~ ° cc O )V. O a¢ m O R J o m n m a m s m m mn m d a m n ai m n m m m m n m n m n m e m a m n m n n m n R Y w ~ w n ~ ` ~ a io To Y n w w m Y m ~ ii n~ w n w T n m . ~ w R Y m ~a a- - m . m a Vi A m w ` R m m m na R~ m m a ~p w m m n- w m m are m w .9 m n ~ ~ a m io t to o o 0 0 c ° sc w o U R U o U c u m 0 o a U m U c c U o o ~ Y o 0 Y o U U c C~ U cc 0 38 0 8 o(o cao o o o o N iO o O z Z Z Z Z Z Z ZZ Z Z Z Z Z z z - - - - - - - - - - - - - - - - - n 1A O O p Q S ~ C~ a p O re (O (O C'? M M p O .r- p M O t~ O O O Lq O N N O O - O p O O - - N N O - - O O$ - O pO O O O O _R r r O w N I~ (y ( p 0 C m n O I O CO n, O o 0 O 0 I(') N f0 r N M S'7 CO M 00 N OD O O O (U 1 CO ~t M G M n O N l p O O SS p O O N O O g o O pp~~ <MO OD n Oj r ui N ad A m E y W N O r co n n OO %(p O (O (O R O o O N (O ~p N 8 n 8 W h CA N O O) O n N O N O) O2 r O N O O O N Pf C'1 N O N M r N M M N M N O) CD N !'7 1O~ M M CID LD t(~ R Of 1, e - 00 M ~O C co tp 1n c e - o w C - N N r N N O - N N . N N 0 N 0 N O O N N r (7 N N r N r N r r r N N r N r r N N O r N N N _ N N D~' n N CO O (O ' N n N O Q ~f O r - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - $ $ g $ o $ g s s $ o8 88 8 - 8 - 8 - 8 - 8 - - 88 - - - - $ - - - $ - $ - - - b o o Y OO O N O CO A O n O pN N p C~ I O O Oo O ((D M ~ u O O N pp O O pp O S O O pp O pp pp O O pO S CD O O o pO Cr pp 11'. (D pp~~ (Mp N a V S r ) C C3 n ' 4 a) R O O o N _ { {pp O) 0 O O p S O O G) O) ! t- A C-4 p r o O p p O o p p O p O W O pp O O p rO pO ~ O (D OO O pO M (D n (O R W q 10 ' C3. a r N r N r N N r r N O N, N N O N O N r O O N N O N O r N ~ O r N O N ~ r r N N W o N Ol m -5 m - - - - - - - - - - - - - - - - - N Cl) rn E ~ c . % - - - - - - - - - - - - - - - - - - - - - p m oQ C D ~oR 3 O O Q~ 34 3e 0 oe 3e O ~ bp@ p~ o`Q~3 ~cR - 2e - 2e - `eh' - o@ - b e - - o`Q~ - - 3Q ~Y aR~ oe 3e 3 e ~ ( ? C y ~ y~ A C S C~ D a (O 0 O p O M N O M (D (O C N c o O 11 O N p O M O O O N 0 p C11 N M V 'L m m Q - - A to N N N N M N LD ( I CO N O O O 0 O 0 1n W ( D ( O w 4_ m LI7 r M M M M (7 R1 N M C7 ( 7 M M e N N l7 C7 V' N ? V d' Q v v (9 r) co (h C ~ ° m C a i gg CT o o U qQ E F t) ~ -p IL w m ~F ~ O C ~ (eO~pp IA opoe O O CAO O o O N o o ZpR C( N ( opp opp~ 7 O ~ S 00 0 op 8 a N M ~ S oe O q ~ V - N - - r M - - - N - - M - N - m - r - N M M - - m m V) R R ( N C' tQ v R U) C N m C O 7 m - - - - - - - - - - - - - - y g a w > c F- j ~ O O W w m - - - - - - - - - - - - - - - - - in C.) co (p Z 5, 0 M e~ N In N M v N (f) N 00 (O e~ N M 0) Q (0 ((pp (p IAA 0 A 0 N. A 0 0) V) N N CVD N N a~ m = to In (t) Ip ,v~ . ~ ~ O O Op (O a 8 8 O O ~~pp ~O O O O) (a~~pppp Q aa~~ ~~pp O 1~ O O CD ~p O A O 1p O l'~ O ~~pp O O n O O N O 0 0 0 O 00 (O O A O A (d~) ► ~ ~ . N 0 r r 4 0 IA o ~V 1f1 O ~V 1p O q (O O O ca l (a 0 O 1~ 0 N 1 O 1 n ~ 0 0 0 O O] (V p~ r `O r ~V O N N ~V O ~D ~V !3 t~7 Q l3 r O _ _ m > m jp t7 _ 0 0 r r r r 0 0 0 O O O O Q m j C~I W m t y w g 3 $Sa v(~o N o (o ! ca-4 N R o ; o R o n N oh L( - cOaa ) N o V' o o ~ Q aD ~t o Q o o `~o (~((a N o 8„ (3 l() 80 in (o(3 n n U ~ 13 pp~~ ~ O ~ r p r OOO O O r r r O O O OOO O a QQ O r ~ O0 C p 00 p OO 0O r r Q V ~ LL m ~ Z > (n V' ' OIL m m V t) R M U) 7 S I- I- U.. m PdA .L pQ h LL LL t¢i LaL lai laL U~ Li LL LL LL LL LL LL O a a LL O LL LL LL LL a a t L l L l i. M.-6 ~ mu vZ im tA V 7 W y Q N m ~ N m g 06vZJ (~LLZ(A N~ Zmm to it w (q U ~ CN I ( ~9 ((DD X ~ Z) U U- 8 p col ~ x M X ~ (g O a LL U. p~ )C X X N LL 2 O V z (r ) M N M (O M V)) M + M lM M I i. ~ ( D R l'7 N M N M ~ 7 _ V ) V) co M M M CI , MMM M (n _ C)M MM mM(+) ( (h C a V D U ~ m c m = 'm y - CL -'C C m 130 c U O U U U C W 'C m m U e >L w L w N m ~ m w m C V y m V U g 3 Q' m c w c m ~ m ~ c O C M F e WC ~ ( t~~ Q _ IL y m j V 0 O 0 m > m N U m d L: Q Y Q ~ B ~ R C w m V w c w c w 3 O ~ O ~m O £E O (A O m C _ c U . re m ~ 0 y[Dm m a m co m mQfQ _ CD. C LO~yZ~ma~~1 m Z Y w o ~x i z x = x x z z o ' U c = U s mLL (L LL LL LL ~ ~ LL LL g LL LL x s LLLL U- co U x J =y ( DL L2NZSS LLLLmLLLL ~LLLLLL s IL j m F - Memorandum Date: November 8, 2005 To: Board of County Commissioners Mike Maier, County Administrator From: Marty Wynne, Finance Director RE: Monthly Financial Reports Attached please find October 2005 financial reports for the following funds: General (001), Community Justice -Juvenile (230), Sheriffs (255), Health (259), Mental Health (275), Community Development (295), Road (325), Community Justice - Adult (355), Commission on Children & Families (370-399), Solid Waste (610), Health Benefits Trust Fund (675) and 9-1-1 (705). The projected information has been reviewed and updated, where appropriate, by the respective departments. Cc: All Department Heads GENERALFUND Statement of Financial Operating Data Four Months Ended October 31, 2005 RESOURCES: Beg. Net Working Capital Revenues Property Taxes Gen. Rev. - excl. Taxes Assessor County Clerk BOPTA Board of County Comm. District Attorney Finance/Tax Veterans Property Management Grant Projects Total Revenues TOTAL RESOURCES REQUIREMENTS: Expenditures Assessor County Clerk BOPTA BOCC District Attorney Finance/Tax Veterans Property Management Grant Projects Non-Departmental Contingency Transfers Out TOTAL REQUIREMENTS Appropriation Transfers NET (Resources - Requirements) Year to Date Revised Bud Actual Variance FY % Coll. Year End $ Budget Projection Variance Variance $ 4,800,000 $5,564,668 $ 764,668 100% 116% $4,800,000 $5,564,668 $ 764,668 16% 5,233,333 2,216,000 (3,017,333) 33% 14% 15,700,000 15,700,000 - 0% 593,053 900,055 307,002 33% 51% 1,779,160 1,779,160 - 0% 344,299 541,485 197,186 33% 52% 1,032,897 1,032,897 - 0% 562,133 941,888 379,755 33% 56% 1,686,400 1,686,400 - 0% 4,662 8,113 3,451 33% 58% 13,986 13,986 - 0% - 48 48 33% n/a - 48 48 n/a 84;281 15,383 (68,898) 33% 6% - 252,843 252,843 - 0% 73;983 133,990 60,007 33% 60% 221,950 221,950 - 0% 3,1333 2,682 (651) 33% 27% 10,000 10,000 - 0% 18,833 19,068 235 33% 34% 56,500 56,500 - 0% 35,733 9,418 (26,315) 33% 9% 107,200 107,200 - 0% 6,953,643 4,788,130 (2,165,513) 33% 23% 20,860,936 20,860,984 48 0% 11,753,643 10,352,798 (1,400,845) 33% 40% 25,660,936 26,425,652 764,716 3% Exp. 1,089,699 1,049,709 39,990 33% 32% 3,269,098 3,269,098 - 0% 439568 338,096 101,472 33% 26% 1,318,705 1,318,705 - 0% 18,030 13,509 4,521 33% 25% 54,091 54,091 - 0% 195,131 181,030 14,101 33% 31% 585,393 585,393 - 0% 1,171,100 1,067,364 103,736 33% 30% 3,513,299 3,513,299 - 0% 247,262 257,434 (10,172) 33% 35% 741,786 741,786 - 0% 52,035 42,006 10,029 33% 27% 156,106 156,106 - 0% 50,818 28,047 22,771 33% 18% 152,454 152,454 - 0% 49,668 24,886 24,782 33% 17% 149,005 149,005 - 0% 232,270 279,569 (47,299) 33% 40% 696,811 696,811 - 0% 738,883 - 738,883 33% n/a a) 2,216,648 - 2,216,648 100% 4,284,464 3,281,650 1,002,814 33% 26%- 12,853,396 10,636,748 2,216,648 17% 3,725,951 3,499,136 226,815 33% 31% 11,177,853 11,177,853 - 0% 8,010,415 6,780,786 1,229,629 33% 28% 24,031,249 21,814,601 2,216,648 9% 3,743,228 3,572,012 (171,216) ' b) 1,629,687 4,611,051 2,981,364 Unappropriated Ending Fund Balance a) The Contingency in the Adopted Budget was $2,993,585. The reduction of $776,937 is due to (1) transferring $573,437 of appropriation to HHS/BJCC 1998 COPS Debt Service Fund, (2) transferring appropriation to "Transfers Out": Health $3,500, (3) transferring appropriation to "Transfers Out": Personnel Fund $100,000, (4) transferring $100,000 of appropriation to Personnel Fund. b) The Unappropriated Ending Fund Balance in the Adopted Budget was $956,250. The increase of $673,437 is due to transferring appropriation to (1) HHS/BJCC 1998 COPs Debt Service of $573,437, (2) Personnel Fund of $100,000. COMM JUSTICE-JUVENILE Statement of Financial Operating Data Four Months Ended October 31, 2005 Year to ate I Year n Budget Actual Variance FY % Coll. % F Budget Pro ection Variance RESOURCES: Beg. Net Working Capital $ 182,218 $ 254,905 $ 72,687 100% n/a $ 182,218 $ 254,905 $ 72,687 Revenues Federal Grants 20,326 4,200 (16,126) 33% 7% a) - 60,977 60,977 - SB #1065-Court Assess. 14,049 15,166 1,117 33% 36% 42,146 42,146 - Discovery Fee 2,029 (1,418) (3,447) 33% -23% b) 6,088 6,088 - Food Subsidy 12,678 10,819 (1,859) 33% 28% 38,033 38,033 - Juvenile Crime Prevention 75,379 - (75,379) 33% 0% c), 226,138 226,138 - Inmate/Prisoner Housing 23,333 20,100 (3,233) 33% 29% 70,000 70,000 - Inmate Commissary Fees 933 344 (589) 33% 12% d) 2,800 2,800 - Contract Payments 225,586 52,019 (173,567) 33% 8%! e) 676,758 676,758 - Miscellaneous 1,108 224 (884) 33% 7% 3,324 3,324 - MIP Diversion Fees 842 730 (112) 33% 29% 2,526 2,526 - Interest on Investments 2,000 4,646 2,646 33% 77% 6,000 6,000 - Leases 11,400 9,540 (1,860) 33% 28% 34,200 34,200 - Level 7 32,392 - (32, 392) 33% 0% ` f) 97,176 97,176 - Total Revenues 422,055 116,370 (305,685) 33% 9% 1,266,166 1,266,166 - Transfers In-General Fund 1,756,770 1,747,770 (9,000) 33% 33% 5,270,310 5,270,310 - Transfers In-Sheriff 10,000 7,500 (2,500) 33% 25% 30,000 30,000 - TOTAL RESOURCES 2,371,043 2,126,545 (241,998) 33% 32% 6,748,694 6,821,381 72,687 REQUIREMENTS: Exp. Expenditures Community Justice-Juvenile Personal Services 764,738 719,594 45,144 33% 31% 2,294,214 2,294,214 - Materials and Services 551,444 357,827 193,617 33% 22% 1,654,332 1;654,332 - Capital Outlay 33 - 33 33% 0% 100 100 - Juvenile Resource Center Personal Services 808,007 802,110 5,897 33% 33% 2,424,020 2,424,020 - Materials and Services 67,290 55,673 11,617 33% 28% 201,869 201,869 - Capital Outlay 3,000 2,975 25 33% 99% 3,000 3,000 - Contingency 57,053 - 57,053 33% n/a 171,159 - 171,159 TOTAL REQUIREMENTS 2,251,565 1,938,179 313,386 33% 29% 6,748,694 6,577,535 171,159 NET (Resources - Requirements) 119,478 188,366 71,388 - 243,846 243,846 a) Request for Sex Offender Grant will be submitted in November. ($47,479), 1st Quarter payment on $13,498 JAIBG billed in October. YTD Bal is the Forest Service Payment for the Heart of Oregon Corps. b) Amount accrued in FY 05 has not yet been received ($1,432.75), FY 06 through Sept billed $680. SHERIFF Rev Detail Statement of Financial Operating Data Four Months Ended October 31, 2005 RESOURCES: Beg. Net Working Capital Revenues Tax Revenues - Current Tax Revenues - Prior Federal Grants U.S. Forest Service State Grant SB #1065-Court Assess. Marine Board Lic. Fee Narcotic Task Force Grt. Transp. of State Wards SB 1145 City of Sisters Security & Traffic Reimb Seat Belt Program Inmate/Prisoner Housing Inmate Commissary Fees Soc Sec Incentive-Fed Miscellaneous Contracted Training Medical Services Reimb Restitution Sheriff Fees Court Fines and Fees Impound Fees Interest Interest on Unsegregated Rentals Interfund Contract Transport Reimbursements Sale of Eqp & Material Total Revenues Transfers In TOTAL RESOURCES Year to Date Year End Budc et Actual Variance FY % Coll. % Budget Projection Variance $1,648,031 $ 1,553,204 $ (94,827) 100% 94% $1,648,031 $1,553,204 $ (94,827) 4,516,667 102,333 20,833 24,000 27,516 14,167 32,694 36,667 1,667 493,020 118,898 47,500 2,000 1,000 21,333 1,000 4,000 4,667 667 49,000 58,333 26,667 16,667 1,333 14,444 139,673 333 5,777,079 883,333 709,475 (173,858) 33% 8,308,443 5,292,121 (3,016,322) 33% 1,690,759 194,581 18,000 25,769 15,166 27,500 1,701 737,466 118,898 4,783 2,075 540 17,926 1,000 4,423 50 2,908 85 42,232 44,541 28,200 (24) 1,127 14,649 34,551 536 3,029,442 REQUIREMENTS: EXPENDITURES & TRANSFERS Sheriffs Division 515,772 Automotive/Communications 340,807 Investigations/Evidence 541,841 Patrol/Civil/Comm Supp 2,259,513 Records 200,536 Adult Jail 2,290,672 Transport/Court Security 64,480 Emergency Services 36,324 Special Services Division 155,803 Training Division 67,186 Contingency 660,156 509,195 6,577 33% 307,851 32,956 33% 512,241 29,600 33% 2,087,788 171,725 33% 190,287 10,249 33% 2,115,622 175,050 33% 61,276 3,204 33% 32,900 3,424 33% 166,310 (10,507) 33% 108,969 (41,783) 33% - 660,156 33% (2, 825, 908) 92,248 (20, 833) (6,000) (1,747) 999 (32,694) (9,167) 34 244,446 (42, 717) 75 (460) (3,407) 423 50 (1,759) (582) (6,768) (13, 792) 1,533 (16,691) (206) 205 (105,122) (333) 536 (2,747,637) 33% 12% a)' 13,550,000 13,550,000 33% 63% 307,000 307,000 - 33% 0% 62,500 62,500 - 33% 25% 72,000 72,000 - 33% 31% 82,548 82,548 - 33% 36% 42,500 42,500 - 33% 0% b) 98,082 98,082 - 33% 25% 110,000 110,000 - 33% 34% 5,000 5,000 - 33% 50%, e) 1,479,061 1,522,788 43,727 33% 33% 356,694 356,694 - 33% 3%' d) 142,500 142,500 - 33% 35% 6,000 6,000 - 33% 18%' 3,000 3,000 - 33% 28%'-' 64,000 64,000 - 33% 33% 3,000 3,000 - 33% 37%'- 12,000 12,000 - 33% n/a - 50 50 33% 21% 14,000 14,000 - 33% 4% 2,000 2,000 - 33% 29% 147,000 147,000 - 33% 25% 175,000 175,000 - 33% 35% 80,000 80,000 - 33% 0% 50,000 50,000 - 33% 28% ' 4,000 4,000 - 33% 34% 43,333 43,333 - 33% 8% e) 419,018 419,018 - 33% 0%, 1,000 1,000 - 33% n/a - 1,000 1,000 33% 17% 17 331 236 17 376 013 44 777 Transfers Out 76,667 7,500 69,167 33% TOTAL REQUIREMENTS 7,209,757 6,099,939 1,109,818 33% NET (Resources- Requirements) 1,098,686 (807,818) (1,906,504) 1 f ! f f 27% 2,650,000 2,650,000 - 24% 21,629,267 21,579,217 (50,050) Exp. % 33% 1 547 315 1 547 315 - 30%> 1,022,422 1,022,422 - 32% 1,625,522 1,625,522 - 31% f) 6,778,539 6,778,539 - 32% 601,608 601,608 - 31%' 9) 6,872,016 6,872,016 - 32% 193,440 193,440 - 30% 108,972 108,972 - 36%, 467,409 467,409 - 54%,; 201,557 201,557 - n/a 1,980,467 - 1,980,467 3%. 230,000 230,000 - 28% 21,629,267 19,648,800 1,980,467 - 1,930,417 1,930,417 RESOURCES: Beg. Net Working Capital Total Revenues Transfers In TOTAL RESOURCES REQUIREMENTS: Sheriffs Services Personnel Materials & Services Capital Outlay Total Sheriffs Services Automotive/Communications Personnel Materials & Services Capital Outlay Total Automotive/Communications Investigations/Evidence Personnel Materials & Services Capital Outlay Total Investigations/Evidence Patrol/Civil/Comm Support Personnel Materials & Services Capital Outlay Transfers Out Total Patrol/Civil/Comm Supp Records Personnel Materials & Services Capital Outlay Total Records Adult Jail Personnel Materials & Services Capital Outlay Total Adult Jail Tranwort/Court Security Personnel Materials & Services Capital Outlay Total Transport/Court Security Emergency Services Personnel Materials & Services Capital Outlay Total Emergency Services Special Services Personnel Materials & Services Capital Outlay Total Special Services Training Personnel Materials & Services Capital Outlay Total Training Non-Departmental Materials & Services Transfers Out Contingency Total Non-Departmental Total Requirements NET (Resources - Requirements) SHERIFF Exp Detail Statement of Financial Opera ting Data Four Months Ended October 31, 2005 f Year to Date Year End C Budget Actual Variance FY % . Coll. % Budget I Projection Variance $1,648,031 $1,553,204 $ (94,827) 100% 94% $1,648,031 $1,553,204 $ (94,827) 5,777,079 3,029,442 (2,747,637) 33% 17%' 17,331,236 17,376,013 44,777 _ 883,333 709,475 (173,858) 33% 27%; 2,650,000 2,650,000 - 8,308,443 5,292,121 (3,016,322) 33% 24% 21,629,267 21,579,217 (50,050) Exp. 277,303 244,247 33,056 33% 29% 831,909 831,909 - 218,181 234,484 (16,303) 33% 36% 654,542 654,542 - 11,575 21,752 (10,177) 33% 63% 34,725 34,725 - 607,059 500,483 6,576 1,521,176 1,521,176 - 74,766 73,533 1,233 33% 33% 224,297 224,297 - 243,542 234,318 9,224 33% 32% 730,625 730,625 - 22,500 - 22,500 33% 0% 67,500 67,500 - 340,808 307,851 32,957 1,022,422 1,022,422 - 457,849 447,443 10,406 33% 33% 1,373,547 1,373,547 - 72,325 64,798 7,527 33% 30% 216,975 216,975 - 11,667 - 11,667 33% 0% 35,000 35,000 - 541,841 512,241 29,600 1,625,522 1,625,522 - 2,018,102 1,942,710 75,392 33% 32% 6,054,306 6,054,306 - 158,368 131,978 26,390 33% 28% 475,104 475,104 - 83,043 13,100 69,943 33% 5% 249,129 249,129 - 10,000 7,500 2,500 33% 25% 30,000 30,000 - 2,269,513 2,095,288 174,225 6,808,539 6,808,539 - 166,076 159,077 6,999 33% 32%' 498,229 498,229 - 34,426 31,210 3,216 33% 30% 103,279 103,279 - - - - 33% 0% 100 100 - 200,502 190,287 10,215 601,608 601,608 - 1,800,316 1,750,198 50,118 33% 32% 5,400,947 5,400,947 - 459,970 340,057 119,913 33% 25% 1,379,909 1,379,909 - 30,387 25,367 5,020 33% 28% 91,160 91,160 - 2,290,673 2,115,622 175,051 6,872,016 6,872,016 - 59,582 59,268 314 33% 33% 178,746 178,746 - 4,865 2,008 2,857 33% 14% 14,594 14,594 - 33 - 33 33% 0% 100 100 - 64,480 61,276 3,204 193,440 193,440 - 31,497 31,485 12 33% 33% 94,490 94,490 - 4,794 1,415 3,379 33% 10% 14,382 14,382 - 33 - 33 33% 0% 100 100 - 36,291 32,900 3,391 108,972 108,972 - 128,661 137,743 (9,082) 33% 18,292 16,017 2,275 33% 8,850 12,550 (3,700) 33% 155,803 166,310 (10,507) 36% 29% 47% 37% 51% 90% 385,983 54,876 26,550 467,409 385,983 54,876 26,550 467,409 104,747 43,567 53,243 201,557 34,916 38,666 (3,750) 33% 14,522 22,261 (7,739) 33% 17,748 48,042 (30,294) 33% 67,186 108,969 (41,783) 8,713 8,712 1 33% 66,667 - 66,667 33% 660,156 - 660,156 33% 735,536 8,712 726,824 7,209,725 6,099,939 1,109,786 1,098,718 (807,818) (1,906,536 104,747 43,567 53,243 201,557 33% 26,139 26,139 - 0% 200,000 200,000 - n/a 1,980,467 - 1,980,467 2,206,606 226,139 1,980,467 21,629,267 19,648,800 1,980,467 - 1,930,417 1,930,417 Sheriff Notes Statement of Financial Operating Data Four Months Ended October 31, 2005 a) Tax revenue will be recorded with the receipt of the current year tax payments beginning in October. b) Marine Patrol is invoiced and revenue recorded semiannually in January and June. c) Based on the Department of Corrections allocations to Deschutes County for the biennium the actual revenue to the Sheriffs Office will be $1,521,824. This amount is net of the one time adjustment to Adult Parole & Probation. d) The fiscal year budget includes $130,000 for fire patrol overtime reimbursement from the USFS and is invoiced as the overtime is incurrred. Fire patrol overtime has not been required this fiscal year. e) Interfund Contract includes $200,000 for Title II/III reimbursement. Invoices for S&R missions on federal lands are processed in Janurary and June and equipment reimbursement is billed as expenses are incurred. Equipment invoices will be processed in the second quarter. f) Patrol year to date variance is due to timing of patrol vehicles purchased and delays in filling open positions. The variance is expected to be used by the end of the fiscal year. g) Adult Jail year to date variance due to timing of medical services and supplies purchased and delays in filling open positions. The variance is expected to be used by the end of the fiscal year. h) Transfer of the $200,000 to the capital reserve fund (256) will be made in the 2nd quarter. HEALTH Statement of Financial Operating Data Four Months Ended October 31, 2005 RESOURCES: Beg. Net Working Capital Revenues Medicare Reimbursement State Grant Child Dev & Rehab Center State Miscellaneous STARS Foundation OMAP Family Planning Exp Proj School Districts Contract Payments/ESD Miscellaneous Patient Insurance Fees Health Dept/Patient Fees Vital Records-Birth Vital Records-Death Interest on Investments Donations Interfund Contract Total Revenues Year to Date Year End Bud et Actual Variance FY % Coll. % Budget Projection Variance $ 908,900 $ 1,263,452 $ 354,552 100% 139% $ 908,900 $ 1,263,452 $ 354,552 - 2,273 2,273 439,733 315,546 (124,187) 10,597 8,107 (2,490) 44,240 - (44,240) 1,800 - (1,800) 63,433 48,840 (14,593) 123,333 113,352 (9,981) 3,467 6,400 2,933 21,692 4,384 (17,308) - 997 997 15,773 17,543 1,770 45,167 47,428 2,261 8,333 11,005 2,672 22,000 25,955 3,955 4,000 12,592 8,592 3,883 3,277 (606) 22,005 22,544 539 829,456 640,243 (189,213) Transfers In-GF Other - 3,500 3,500 Transfers In-General Fund 732,862 732,862 - TOTAL RESOURCES 2,471,218 2,640,057 165,339 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS 1,200,627 1,128,373 72,254 424,06:3 377,451 46,612 7,667 - 7,667 50,000 37,500 12,500 82,929 - 82,929 33% n/a a) - 16,400 16,400 33% 24% 1,319,200 1,319,200 - 33% 26% 31,790 31,790 - 33% 0% 132,721 132,721 - 33% 0% 5,400 4,746 (654) 33% 26% a) 190,300 186,520 (3,780) 33% 31% a)' 370,000 425,000 55,000 33% 62%; 10,400 10,400 - 33% 7% 65,075 65,075 - 33% n/a - 997 997 33% 37% a) 47,320 68,300 20,980 33% 35% b) " 135,500 142,300 6,800 33% 44% 25,000 27,000 2,000 33% 39% 66,000 82,000 16,000 33% 105% 12,000 37,776 25,776 33% 28% 11,650 9,800 (1,850) 33% 34% 66,016 66,016 - 33% 26% 2,488,372 2,626,041 137,669 33% n/a - 3,500 3,500 33% 33% 2,198,585 2,198,585 - 33% 47% 5,595,857 6,091,578 495,721 Exp. 33% 31% c) 3,601,880 3,574,373 27,507 33% 30% 1,272,189 1,225,579 46,610 33% 0% 23,000 23,000 - 33% 25% 150,000 150,000 - 33% n/a 248,788 - 248,788 1,765,286 1,543,324 221,962 33% 29% NET (Resources - Requirements) 705,932 1,096,733 387,301 * Unappropriated Ending Fund Balance 5,295,857 4,972,952 322,905 300,000 1,118,626 818,626 a) The majority of patient fees are billed and collected a month after statements are sent. b) Fees paid directly by the patient are collected at the time of service. Fees not paid by the patient are billed and collected after the statement is sent. c) Unfilled positions have resulted in salary savings in the personal services category. MENTAL HEALTH Statement of Financial Operating Data Four Months Ended October 31, 2005 RESOURCES: Beg. Net Working Capital Revenues Marriage Licenses Divorce Filing Fees State Grants State Miscellaneous Title 19 Liquor Revenue ABHA Client Support Funds School Districts Mental Health Jail Comp Miscellaneous Patient Insurance Fees Patient Fees Interest on Investments Rentals Donation Interfund Contracts Administrative Fee Year to Date Year End Budget Actual Variance FY % Cou °i~ Budget Pro'ection Variance $2,690,341 $ 2,658,399 $ (31,942) 100% 99% $2,690,341 $2,658,399 $ (31,942) 1,833 2,675 842 50,633 52,991 2,358 2,728,781 2,521,137 (207,644) 106,167 52,510 (53,657) 82,740 37,105 (45,635) 28,667 9,117 (19,550) 10,000 7,500 (2,500) 23,333 15,900 (7,433) 2,400 2,400 - 19,833 32,047 12,214 63,193 98,908 35,715 3,113 7,983 4,870 16,667 32,285 15,618 5,500 2,250 (3,250) - 50 50 22,386 - (22,386) 921,629 921,628 (1) 330Y 330Y 330/1 330/, 33° 33° 33° 33°/ 33°/ 33°/ 33°/ 33°/ 33°/ 33°/ 33°/ 33°/ 33°/ Total Revenues 4,086,875 3,796,486 (290,389) 33°/ Transfers In-General Fund 405,007 405,007 - 33% Transfers In-Other 170,477 168,727 (1,750) 33% TOTAL RESOURCES 7,352,700 7,028,619 (324,081) 33% REQUIREMENTS: Expenditures Personal Services 2,096,463 1,925,726 170,737 33% Materials and Services 2,622,631 2,141,437 481,194 33% Capital Outlay 1,667 - 1,667 33% Transfers Out 50,000 37,500 12,500 33% Contingency 788,379 - 788,379 33% ° 49% 5,500 5,500 - 0 35%' 151,900 151,900 - 0 31% (a) 8,186,344 8,186,344 - ° 16% '(b)' 318,500 318,500 - 0 15% '(c) 248,219 111,315 (136,904) 0 11% ' 0) 86,000 86,000 - ° 25% 30,000 30,000 - 23% (d) 70,000 70,000 - 33% 7,200 7,200 - 54% 59,500 59,500 - 52% (e) 189,579 225,294 35,715 85% (e) ; 9,339 9,339 - 65% (f) ; 50,000 50,000 - 14% 16,500 16,500 - n/a - 50 50 0%` (g)" 67,157 22,300 (44,857) 33% 2,764,887 2,764,887 - 31% 12,260,625 12,114,629 (145,996) 33% 1,215,022 1,215,022 - 33% 511,430 511,430 - 42% 16,677,418 16,499,480 / / / / / 0 0 ° 0 ° ° ° o ° 0 ° (177,938) Exp. 31% (h)- 6,289,388 5,951,985 337,403 27% (i) 7,867,894 7,867,894 - 0% 5,000 5,000 - 25% 150,000 150,000 - n/a 2,365,136 - 2,365,136 TOTAL REQUIREMENTS 5,559,140 4,104,663 1,454,477 33% 25% 16,677,418 13,974,879 2,702,539 NET (Resources - Requirements) 1,793,560 2,923,956 1,130,396 - 2,524,601 2,524,601 (a) Revenue will increase when all anticipated amendments are fully executed and become part of the monthly allotment payments. (b) This contract related revenue typically lags behind about 1-2 months. (c) We are doing significantly less in volume of services that qualify for Title 19 billing than what was anticipated at budget time. (d) Schools are billed quarterly, 1 st payment anticipated to be received by October. (e) This surge in both insurance and self-pay revenue continues a trend that started last fiscal year. With OHP standard MH and A & D benefits restored & in place for a full fiscal year, it would decrease insurance and self-pay revenue for 2005/06, but it has not. Its beginning to seem as if we can expect to stay at or near this level of revenue for both our insurance and self-pay revenue lines. (f) Variance is due to higher cash balances early in the year and is unlikely to continue because expenses are expected to exceed revenues this fiscal year. (g) Awaiting quarterly transfer from Juvenile Department. Due to staffing change at Mental Health & Juvenile, contract duration will be only four months. (h) Several 9-month (school based) positions do not begin getting paid until September each year, so there is always a lag at the beginning of a fiscal year. Also we've been running about 5-6 vacancies this FY so far, which is above our average of 4 positions. (i) Result of expected lag in billing from vendors. 0) This is very unusual to be this far behind in liquor tax revenues, will investigate if catch-up from state does not happen soon. COMMUNITY DEVELOPMENT Statement of Financial Operating Data Four Months Ended October 31, 2005 RESOURCES: Beg. Net Working Capital Revenues Admin-Operations Admin-GIS Admin-Code Enforcement Building Safety Electrical Contract Services Env Health-On Site Prog Env Health-Lic Facilities Env Health-Grant Env Health - Drinking H2O EPA Grant Planning-Current Planning-Long Range Total Revenues 33% 73% a) 81,950 81,950 - 33% 51% b)' 8,500 8,500 - 33% 37% 352,950 352,950 - 33% 43%! 2,204,465 2,204,465 - 33% 42%. 586,400 586,400 - 33% 55%: c) 975,000 975,000 - 33% 39% 793,643 793,643 - 33% 13% d) 444,890 444,890 - 33% 106% e)- 350,000 369,310 19,310 33% 47% 0 44,675 44,675 - 33% 0% g) 166,000 166,000 - 33% 39% 1,070,950 1,070,950 - 33% 37% 475,000 475,000 - 2,518,142 3,280,840 762,698 33% Trans In-CDD Reserve 33 - (33) 33% Trans In-CDD Bldg/Elec 67 - (67) 33% TOTAL RESOURCES 3,984,295 4,872,852 888,557 33% REQUIREMENTS: EXPENDITURES & TRANSFERS Admin-Operations Division 1,076,967 712,227 364,740 Admin-GIS Division 58,506 55,540 2,966 Admin-Code Enforcement 69,552 50,927 18,625 Building Safety Division 278,631 286,826 (8,195) Electrical Division 125,443 130,448 (5,005) Contract Services 203,538 199,247 4,291 Env Health-On Site Pgm 121,476 113,315 8,161 Env Health-Lic Facilities 129,890 128,888 1,002 Env Health-Grant Division 116,817 20,060 96,757 Env Health - Drinking H2O 15,309 14,820 489 EPA Grant 54,262 33,504 20,758 Planning-Current Division 309,242 280,469 28,773 Planning-Long Range Div 146,860 120,021 26,839 Contingency 300,432 - 300,432 33% 33% 33% 33% 33% 33% 33% 33% 33% 33% 33% 33% 33% 33% TOTAL REQUIREMENTS 3,006,925 2,146,292 860,633 33% 43%7,554,423 7,573,733 19,310 0%' 100 - (100) 0% 200 - (200) 54% 9,020,776 9,165,745 144,969 Exp. 22% 3,230,900 3,230,900 - 32% 175,518 _ 175,518 - 24% 208,657 208,657 - 34% 835,893 835,893 - 35% 376,329 376,329 - 33% 610,615 610,615 - 31% 364,429 364,429 - 33%: 389,670 389,670 - 6% 350,450 350,450 - 32%: 45,928 45,928 - 21% 162,786 162,786 - 30% 927,726 927,726 - 27% 440,579 440,579 - n/a 901,296 - 901,296 24% 9,020,776 8,119,480 901,296 NET (Resources - Requirements) 977,370 2,726,560 1,749,190 - 1,046,265 1,046,265 a) Year to Date revenue collection over budget due to additional interest revenue associated with higher than anticipated fund balance. b) GIS revenue is billed on a project basis and fluctuates throughout the year. c) City of Redmond building activity higher than expected. d) Licensed Facility revenue is primarily received in January and February after renewal notices are mailed. e) The grant, which was higher than expected, was received as a lump sum payment in July. f) Drinking water program revenue is received quarterly and on an as-billed basis. g) It is anticipated the grant revenue will be received after the start of the federal fiscal year in October. Year to Date Year End Budget Actual Variance FY % Coll. % Budget Projection Variance $ 1,466,053 $ 1,592,012 125,959 100% n/a $1,466,053 $1,592,012 125,959 27,317 59,904 32,587 2,833 4,304 1,471 117,650 130,892 13,242 734,822 958,029 223,207 195,467 248,098 52,631 325,000 533,938 208,938 264,548 308,696 44,148 148,297 57,005 (91,292) 116,667 369,310 252,643 14,892 20,960 6,068 55,333 - (55,333) 356,983 415,000 58,017 158,333 174,704 16,371 ROAD Statement of Financial Operating Data Four Months Ended October 31, 2005 RESOURCES: Beg. Net Working Capital Revenues Federal Mineral Leases Forest Receipts Motor Vehicle Revenue City of Bend City of Redmond Miscellaneous Road Vacations Interest on Investments Donations Interfund Contract Equipment Repairs Vehicle Repairs LID Construction Vegetation Management Sale of Eqp & Material Sale of Public Lands Total Revenues Trans In-Road Imp Res TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS Year to Date Year End Bud et Actual Variance FY % Coll. % -Budget Proiection Variance $ 5,078,915 $ 5,667,033 $ 588,118 100% 112% $ 5,078,915 $ 5,667,033 $ 588,118 667 - (667) 33% 0% '2) 2,000 2,000 - 999,000 - (999,000) 33% 0% a)_ 2,997,000 2,997,000 - 2,500,000 2,697,344 197,344 33% 36% 7,500,000 7,500,000 - 26,667 87,369 60,702 33% 109% b) 80,000 90,000 10,000 93,333 - (93,333) 33% 0% b) 280,000 280,000 - 13,333 18,166 4,833 33% 45% 40,000 40,000 - 667 1,000 333 33% 50%' 2,000 2,000 - 26,667 57,699 31,032 33% 72% 80,000 80,000 - 800 - (800) 33% 0% 2,400 2,400 - 296,667 - (296,667) 33% 0% 890,000 890,000 - 66,667 48,437 (18,230) 33% 24% c) ; 200,000 200,000 - 23,333 - (23,333) 33% 0% d) 70,000 70,000 - 33,333 - (33,333) 33% 0% e) 100,000 100,000 - 53,333 - (53,333) 33% 0% f), 160,000 160,000 - 83,333 126,805 43,472 33% 51% 250,000 250,000 - 167 - (167) 33% 0% 500 500 - 4,217,967 3,036,820 (1,181,147) 33% 24% 12,653,900 12,663,900 10,000 109,667 - (109,667) 33% 0% 329,000 329,000 - 9,406,549 8,703,853 (702,696) 33% 52% 18,061,815 18,659,933 598,118 1,676,885 1,643,814 33,071 33% 2,222,704 3,025,617 (802,913) 33% 1,526,167 1,014,114 512,053 33% 300,000 - 300,000 33% 294,850 - 294,850 33% 6,020,606 5,683,545 337,061 33% Exp. 33% 5,030,654 5,030,654 - 45% g) 6,668,111 6,668,111 - 22% 4,578,500 4,578,500 - 0%:. 900,000 900,000 - n/a 884,550 - 884,550 31% 18,061,815 17,177,265 884,550 - 1,482,668 1,482,668 NET (Resources - Requirements) 3,385,943 3,020,308 (365,635) a) Annual payments. Mineral Leases - November; Forest Receipts - December b) Billed upon completion of work. c) Billed to County departments monthly in arrears. d) Payment to be received in June 2006 from Fund 340. e) Payment to be received in June 2006 from Fund 430. 0 Payment to be received in June 2006 from Fund 326. g) Seasonal expenditures, includes approx. $1 million related to the Butler Overlay ADULT PAROLE & PROBATION Statement of Financial Operating Data Four Months Ended October 31, 2005 Year to Date Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 200,000 $ 328,812 $ 128,812 100% 164% $ 200,000 $ 328,812 $ 128,812 Revenues State Grant 739,632 1,074,490 334,858 33% 48% 2,218,896 2,218,896 - State Miscellaneous 3,333 5,226 1,893 33% 52% 10,000 10,000 - Probation Work Crew Fees 9,667 11,353 1,686 33% 39% 29,000 29,000 - Alcohol and Drug Treatment 250 260 10 33% 35% 750 750 - Miscellaneous 1,867 2,483 616 33% 44% 5,600 5,600 - Electronic Monitoring Fee 35,000 46,018 11,018 33% 44% 105,000 105,000 - Probation Superv. Fees 70,333 69,168 (1,165) 33% 33% 211,000 211,000 - Sex Offender Treatment Fees 267 623 356 33% 78% 800 800 - Day Reporting Fees 1167 132 (35) 33% 26% 500 500 - Interest on Investments 3,667 4,461 794 33% 41% 11,000 11,000 - Leases 6,000 8,150 2,150 33% 45% 18,000 18,000 - Rentals 433 750 317 33% 58% 1,300 1,300 - Total Revenues 870,616 1,223,114 352,498 33% 47% 2,611,846 2,611,846 - TOTAL RESOURCES 1,070,616 1,551,926 481,310 33% 55%: 2,811,846 2,940,658 128,812 REQUIREMENTS: Exp. Expenditures Personal Services 705,989 694,158 11,831 33% 33%. 2,117,967 2,117,967 - Materials and Services 191,854 160,627 31,227 33% 28% 575,562 575,562 - Capital Outlay 33 - 33 33% 0% 100 100 - Contingency 39,406 - 39,406 33% n/a 118,217 - 118,217 TOTAL REQUIREMENTS 937,282 854,785 82,497 33% 30% 2,811,846 2,693,629 118,217 NET (Resources - Requirements) 133,334 697,141 563,807 - 247,029 247,029 Comm. on Children & Families Statement of Financial Operating Data Four Months Ended October 31, 2005 RESOURCES: Beg. Net Working Capital Revenues Federal Grants Title IV - Family Sup/Pres HealthyStart Medicaid Child Care Block Grant Level 7 Services Juvenile Crime Prevention State Prevention Funds HealthyStart /R-S-G OCCF Grant Sale Map Photo or Copies Miscellaneous Interest on Investments Grants-Private Total Revenues Year to Date Year End Budget Actual Variance FY % Coll. % Bud et Projection Variance $ 560,870 $ 606,124 $ 45,254 100% 108% $ 560,870 $ 606,124 $ 45,254 29,370 31,860 2,490 33% 10,333 - (10,333) 33% 66,667 - (66,667) 33% 17,798 - (17,798) 33% 58,510 - (58,510) 33% 104,444 - (104,444) 33% 62,500 21,875 (40,625) 33% 93,160 70,002 (23,158) 33% 100,224 306,678 206,454 33% 667 - (667) 33% 3,667 3,225 (442) 33% 3,333 8,395 5,062 33% 4,333 - (4,333) 33% 555,006 442,035 (112,971) 36% a) 88,110 251,773 163,663 0% b) 31,000 41,601 10,601 0% 200,000 200,000 - 0% b) ' 53,393 56,698 3,305 0%' b) 175,531 205,969 30,438 0% c) 313,333 375,164 61,831 12% 187,500 187,500 - 25% 279,481 275,467 (4,014) 102% b) 300,671 326,343 25,672 n/a ' 2,000 2,000 - 29% 11,000 11,000 - 84% 10,000 12,000 2,000 0% ° 13,000 13,000 . - 1,665,019 1,958,515 293,496 31% 419,800 419,800 - 25% 161,900 161,900 - 29% ' 581,700 581,700 - Trans from General Fund 139,933 129,517 (10,416) 33% Trans from Other 53,967 40,475 (13,492) 33% Total Transfers In 193,900 169,992 (23,908) 33% TOTAL RESOURCES 1,309,776 1,218,151 (91,625) 33% 43% 2,807,589 3,146,339 338,750 REQUIREMENTS: Exp. Expenditures Personal Services 149,700 133,116 16,584 33% 30% d) 449,100 438,823 10,277 Materials and Services 629,287' 184,136 445,151 33% 10% e) 1,887,860 2,124,603 (236,743) Capital Outlay 1,667 - 1,667 33% 0% 5,000 5,000 - Contingency 155,210 - 155,210 33% n/a 465,629 - 465,629 TOTAL REQUIREMENTS 935,864 317,252 618,612 33% 11% 2,807,589 2,568,426 239,163 NET (Resources - Requirements) 373,912 900,899 526,987 - 577,913 577,913 a) New Safe Havens grant of $175,000 received. Drug Free Communities grant $25,000 high er than budgeted. b) Anticipated reductions in State and Federal funds from OCCF not as large as projected. c) Juvenile Crime Prevention funds allocation increased from expected biennial amounts. d) Personnel costs reduced due to staff reorganization. e) Materials & services increased due to new and increased grant amounts. SOLID WASTE Statement of Financial Operating Data Four Months Ended October 31, 2005 RESOURCES: Beg. Net Working Capital Revenues State Grant Miscellaneous Franchise 3% Fees Commercial Disp. Fees Private Disposal Fees Franchise Disposal Fees Yard Debris Special Waste Interest Sale of Equip & Material Total Revenues TOTAL RESOURCES REQUIREMENTS Expenditures Personal Services Materials and Services Debt Service Capital Outlay Transfers Out Contingency Year to Date Year End Budget Actual Variance FY % Coll. % -Budget Projection Variance $1,378,010 $ 1,541,321 $ 163,311 100% 112% $1,378,010 $ 1,541,321 $ 163,311 6,667 19,750 13,083 33% 8,000 9,984 1,984 33% 51,667 - (51,667) 33% 333,333 383,843 50,510 33% 600,000 741,800 141,800 33% 1,383,333 1,474,820 91,487 33% 16,667 30,442 13,775 33% 10,000 9,684 (316) 33% 13,333 24,516 11,183 33% 5,000 11,854 6,854 33% 2,428,000 2,706,693 278,693 33% 3,806,010 4,248,014 442,004 33% 479,868 473,952 5,916 33% 1,233,684 902,149 331,535 33% 125,557 - 125,557 33% 64,000 57,153 6,847 33% 800,000 600,000 200,000 33% 184,228 - 184,228 33% 99%, a) 20,000 19,750 (250) 42% 24,000 24,000 - 0% b}' 155,000 155,000 - 38% 1,000,000 1,000,000 - 41%' 1,800,000 1,800,000 - 36% 4,150,000 4,150,000 - 61% c)" 50,000 50,000 - 32% 30,000 30,000 - 61% 40,000 40,000 - 79% d) 15,000 15,000 - 37% 7,284,000 7,283,750 (250) 49%' 8,662,010 8,825,071 163,061 Exp. 33% 1,439,603 1,439,603 - 24% e),iii 3,701,,051 3,701,051 - 0% 376,672 376,672 - 30% 192,000 192,000 - 25%, f)' 2,400,000 2,400,000 - n/a 552,684 - 552,684 23% 8,662,010 8,109,326 552,684 TOTAL REQUIREMENTS 2,887,337 2,033,254 854,083 33% NET (Resources - Requirements) 918,673 2,214,760 1,296,087 - 715,745 715,745 a) Funds were received in one payment from DEQ. b) Franchise fees are due on April 15, 2006. c) Seasonal revenues - should slow down in winter. d) Recycling revenue still high. e) A large portion of Materials & Services are large engineering expenditures that will occur later in the year. f) Transfers are processed quarterly. NOTE: Revenues should level out over the winter months - operations slow down and therefore, revenues, too. , a. . . RESOURCES Beg. Net Working Capital Revenues: Internal Premium Charges P/T Emp - Add'I Prem Employee Prem Contribution COIC Retiree / COBRA Co-Pay Interest Prescription Rebates Total Revenues TOTAL RESOURCES REQUIREMENTS Expenditures: Personal Services Materials & Services Conferences and Seminars Claims Paid-Medical/Rx Claims Paid-Dental/Vision Insurance Expense State Assessments Administrators West PPO Fee Pre-Notification Fee Printing Program Expense/Supplies Other Total Materials & Services Capital Outlay Contingency TOTAL REQUIREMENTS Health Benefits Trust Statement of Financial Operating Data Four Months Ended October 31, 2005 Year to Date Year End Budget Actual Variance FY % Coll. % Budget Projection Variance $ 4,400,000 $4,586,247 $ 186,247 100% 104% $4,400,000 $4,586,247 $ 186,247 2,943,333 3,024,693 81,360 33% 60,000 52,571 (7,429) 33% 110,000 103,880 (6,120) 33% 200,333 212,237 11,904 33% 127,333 141,818 14,485 33% 25,000 48,897 23,897 33% - 14,399 14,399 33% 3,465,999 3,598,495 132,496 33% 34% 8,830,000 9,033,400 203,400 29% 180,000 161,428 (18,573) 31% 330,000 314,700 (15,300) 35% 601,000 630,760 29,760 37% 382,000 418,213 36,213 65% 75,000 134,743 59,743 n/a' - 14,399 14,399 35% 10,398,000 10,707,642 309,642 7,865,999 8,184,742 318,743 92% 40,535 39,345 1,190 33% 55%' 14,798,000 15,293,889 495,889 Exp. 32%' 121,604 121,604 - 1,000 190 810 33% 6%' 3,000 3,000 - 2,744,569 2,220,702 523,867 33% 27% a) 8,233,706 6,735,464 1,498,242 455,431 369,243 86,188 33% 27% a) 1,366,294 1,087,217 279,078 116,667 104,714 11,953 33% 30% 350,000 350,000 - 11,667 36,032 (24,365) 33% 103% 35,000 36,032 (1,032) 56,667 56,031 636 33% 33% 170,000 170,000 - 10,667 9,741 926 33% 30%' 32,000 32,000 - - 2,567 (2,567) 33% n/a - 2,567 (2,567) 4,000 468 3,532 33% 4% 12,000 12,000 - 3,667 50 3,617 33% 0%; 11,000 11,000 - 4,820 27,187 (22,367) 33% 188%- 14,459 27,187 (12,728) 3,409,155 2,826,925 582,230 33% 28% 10,227,459 8,466,466 1,760,993 - - - 33% 0%' 100 - 100 1,482,946 - 1,482,946 33% 0%. 4,448,837 - 4,448,837 4,932,636 2,866,270 2,066,366 33% 19%: 14,798,000 8,588,070 6,209,930 NET (Resources - Requirements) 2,933,363 5,318,472 2,385,109 - 6,705,819 6,705,819 a) Year End Projection: 18 weeks of claims annualized equals $6,735,464 for Medical/Rx and $1,087,217 for DentalNision. i , I DESCHUTES COUNTY 911 Statement of Financial Operating Data Four Months Ended October 31, 2005 Year to Date Year End Bud et Actual Variance % of FY % Coll. Budget Projection Variance RESOURCES: Beg. Net Working Capital $1,600,000 $1,741,364 $ 141,364 100% 109%: $1,600,000 $1,741,364 $ 141,364 Revenues Property Taxes - Current 1,025,300 392,230 (633,070) 33% 13% 3,075,900 3,075,900 - Property Taxes - Prior 20,600 43,787 23,187 33% 71% 61,800 61,800 - State Reimbursement 2,667 6,849 4,182 33% 86% ' 8,000 8,000 - Telephone User Tax 200,000 134,428 (65,572) 33% 22% a) 600,000 600,000 - Data Network Reimb. 7,667 6,599 (1,068) 33% 29% b) 23,000 23,000 - Jefferson County 13,667 6,585 (7,082) 33% 16% 41,000 41,000 - User Fee 7,700 17,444 9,744 33% 76% c) 23,100 23,100 - Miscellaneous 1,667 3,963 2,296 33% 79% - 5,000 5,000 - Interest 4,333 13,639 9,306 33% 105% d) 13,000 23,000 10,000 Interest on Unsegregated Tax 267 261 (6) 33% 33% 800 800 - Total Revenues 1,283,868 625,785 (658,083) 33% 16% 3,851,600 3,861,600 10,000 TOTAL RESOURCES 2,883,868 2,367,149 (516,719) 33% 43% 5,451,600 5,602,964 151,364 REQUIREMENTS: % Exp. Expenditures Personal Services 947,157 860,340 86,817 33% 30% 2,841,471 2,841,471 - Materials and Services 199,289 185,124 14,165 33% 31% 597,866 597,866 - Capital Outlay 135,833 37,883 97,950 33% 9% 407,500 407,500 - Transfers Out 43,333 - 43,333 33% 0% 130,000 130,000 - Contingency 491,588 - 491,588 33% n/a 1,474,763 - 1,474,763 TOTAL REQUIREMENTS 1,817,200 1,083,347 733,853 33% 20% - 5,451,600 3,976,837 1,474,763 NET (Resources- Requirements) 1,066,658 1,283,802 217,134 - 1,626,127 1,626,127 a) First quarter State 9-1-1- telephone tax payment expected in October. b) Agencies will be billed for data network usage in October. c) Large portion of User Fee revenue collected in August. Payments of $2,156 from USFS to be received each quarter. 7 • 0 0 m CL o L O N N ca Lf) VOOrOi ~ N (V d C ~ _ C d~ M-Jj o L o m 0 ) n o N -O U Ow C J L (O m 7 00 ,ia d O N W X.L > W p d O m a E O J CJ N Zo N rn~ Z O H CL ul O Q , Q w a 0 2 d d (D U7 O N (n CO ~ D) (n CD (n N rn N (n O ao N co O co n n V v t~ N (n m p o O co 'n M C C (0 U) (O O M v N m t~ V 00 O O M V i 11Y r (~~7 N O N n O Cl) n l) N O 00 CD 0 V C Cl) M V O V O co N 0 > > 1") Q co 'f y 0 N c a) U) O N T N h 0 0 IF U ' ( D n (17 V D) (D r r N D) O r O V c) (M O) 0) V ( N O C V n O LO V V 00 0 l 0 0 1O O L6 Fu 0 d N N U) m o N N (O o M N co N N O n n V Di M O (D O M O O C ) V O U) CM U) tp tD r T 5 a _ n N V U) V U1 CD N M V N U) n n V r tD n V V O O co O n O m d h N 1 N M N ~ (O M 7 W ' W co O co O co O O0 O Q (D N O o O O O 0 O O O O N co (D o V N O U) O m O O O O n N U) _ 0 0 0 0 0 0 0 0 0 0 M U) 0 U) O 0 0 0 0 0 U) U) N O O O O O V O O D) 0 M O C M o M M p 'O N O (M O O n U) U h 1'f O (D N 0 Iq U) 0 0 i 0 V U) U) 10 0 n (D N U) l0 U) O N N M O N t- n n h N V r O O ~ CO N V O 0 0 0 0 O O 0 U) O N N M N O O O h co d O 0 0 0 0 ' 0 0 n n W V N h N O O O N n C O O O U) O N (C) M r N ' V 0) ' (0 C C) ' O ' N V J O M O n W N N V N 10 co N O N U) N W N Cl) Cl) 0 (D co N N N P- O O V N O O O O O O U) U) O V N M 0 0 cp T O O ' 0 O 0 O 0 0 (O O V n M n 'Q n- N V ' N U) ' M N O O n 0 , a ' co C13 f~ N n N V N to N r Oi 7 O M O N (D (D N M V r 0 0 0 0 0 0 0 U) U) co v cm ° c - , O 0 0 0 0 0 ' O n n n a ( o M Q n 0 0 0 N 0 V M (O N ' V' O U) 1 IO M Q n O O N P- N N V7 ~ (D N N N r L O O O O U) U) O co V N 00 O O ` O O O ' O O N n 0 n V N n M O M O C 0 V M m r N ' V ' U) O ' U) O 2 M O cNi w N O N n co O _ 00 V M co r r r co U d '2 Z` O O O O O U) (D O m y N N O O N m O O 0 0 O N n 0 V N N co M m d 7 O O N M n V M O N ' R V LO U) co N V r O V N 10 m N N M L V 10 O co N t0 1D l 2. O O O O (D h O aD V N V O O O O m O O O U O O ' N n 0 n . co O O M O O M n J ) O N V M U) N M O M U) O C I IO n C co V r V N O 0 O M m ~ v t0 co w N LO V H M r d o O O O U) U) O c0 V N N N O 0 M O O O O ' (N n 0 n V N N M c0 O E O C U) V V M n r N ' N V O ' O (O U W M O N V N tD M N d M O (D N O M n h Z5 O O O O O U) U, a a0 V O N N O N N L O ' O ' O O O ' ' N n C. n V O N N M 0 (0 co E O U) O U) O V M at r C l! (O ' U) O > O) n M M N V 0 M N N a 0 LO r ( D (D a 7 r If 7 r r v O' j co O U') U) LO p U) M co N N W Lo c0 m co O O O O.n t7). tD N 'A M"tom N m O M (0 (D Of N Y O 4 m J : O r V O O (D M O (O O ~T (D N Ql V O N U) O N O c0 M V ' O ' M' (D M f0 U ~ m N t~ [D a) V M U7 0) O D1 (D U7 (D O) O O U) co U) 1D O Q C', 04 O IT N O ti N V N N. O M l i M. c . ` r- 0 LO ' N r tb U) O YYI OD O O 0 O 0 N N V 1 . r ' 0 0 W co Cl) M n N O O O N r O _ V U) O ' M ' M N r U C4 n N N 1 ~ n 0) O 1+i N (D co O 1 W O N U) v O V ( 1 0 d IT O LO Co O N U) co M 0 j D M • n U) n o t0 O N V CO O O M E N 7 N co O O 10 W O N O M U) O O LO Olt U d N co M V W O n N N n 1 n Q a N M N n M O d O t~ U) O M N N O n h (17 n n 0I 'D cp in V V t~ V O n N O U) r- 0 N N N N 0) Jrn J O n - U) 00 C Cl) U) U) rn N 10 n N o ti 0 U) to V n co U) N ' (O N co Q M (D M O t0 O 0) O (O O O O O V co co v N (0 m 0 0 0) 11 2:1 co ' I co 0 C) Cl) - (D LO CD Ce) I- O M (I O n V U) O C l! N o rn v M co O N p ati co N U) t0 r M N M m y C -o ` d Q 0 = 7 U) ' LL O N ~ .N. C _ N (n i d r > 2! C d 7 N E ' J cn - 7 W U Y) C + U IJ C 7 V ,N O O C ~ O N N « C 2 O ' U > LL a) > W d U) C C N C d N C/) C m O U d ' d U N w d L a I-- U cl O U m d LL O J J > L iU 0 N N 0 J N N W (0 d CI. O Z m O d O J LL U W U C d d C U d lL O ' U 'O C O C w 7 O N m C f U Z W Q) d t C d O rn Q E V E2 E2 m Q Z 1` C L d O) IA O C d C ' J N d m t0 C O m m 2 C N rn (n w d C J C Y d N O C d d N N ~6 N U C O C U O d - e + d C ' C L Z rn C d C m ~ d ~ C > d 0 <5 O m O d .d. d N F d m m N w N O) . M O Q a. d' Z t j O O W r in LS in a U > 5 I I I I O I a 1 2 U 1 1 1 , 1 O 1 m C~ ~ ❑ H ~ 2 1 Deschutes County - Fair and Expo Center Year to Date - Budget Basis Statement of Financial Operating Data Four Months Ended October 31, 20 05 [Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 125,000 $ 179,409 $ 54,409 100% 144% $ 125,000 $ 179,409 $ 54,409 Receipts: Events 204,512 245,068 40,556 33% 36% 672,212 712,768 40,556 Telephone Fees - Events 20,000 22,520 2,520 33% 113% 20,000 22,520 2,520 Parking Fees 45,500 9,275 (36,225) 33% 11% 87,000 50,775 (36,225) Storage 15,000 7,415 (7,585) 33% 14% 53,000 45,415 (7,585) RV / Camping - 1,991 1,991 33% 4% 50,000 51,991 1,991 Horse Stall Rental 9,000 8,635 (365) 33% n/a 50,000 49,635 (365) Concession % - Food 67,000 94,129 27,129 33% 42% 225,000 252,129 27,129 Vending Machines 700 1,495 795 33% 107% 1,400 2,195 795 Interfund Contract - - - 33% 0% 35,000 35,000 - Rights (Signage, etc.) 3,000 49,140 46,140 33% 70% 70,000 116,140 46,140 Grants 20,116 20,118 2 33% 50% 40,355 40,355 - Miscellaneous 1,500 5,237 3,737 33% 116% 4,500 =3,334 (1,166) Interest _ 1,575 3,003 1,428 33% 60% 5,000 6,428 1,428 Total Receipts 387,903 468,026 80,123 33% 36% ! 1,313,467 1,388,685 75,218 Transfer from General Fund 75,000 75,000 - 33% 25% 300,000 300,000 - Transfer from Park Fund 158,300 158,300 - 33% 186% 85,000 85,000 Transfer from Annual County Fair _ - - - 33% 0% 204,300 204,300 - Total Transfers 233,300 233,300 - 33% 40% 589,300 589,300 - TOTAL RESOURCES 746,203 880,735 134,532 33% 43% 2,027,767 2,157,394 129,627 REQUIREMENTS: Exp. Expenditures: Personal Services 256,680 240,065 16,615 33% 31% " 770,138 753,491 16,647 Materials and Services 248,784 209,212 39,572 33% 28% 746,926 715,252 31,674 Debt Service - - - 33% 0% 243,048 243,048 - Capital Outlay 33,000 6,618 26,382 33% n/a 42,000 42,000 - Transfers Out 105,300 105,300 - 33% 100%-' 105,300 105,300 - Contingency _ - - - 33% n/a 120,355 - 120 355 , TOTAL REQUIREMENTS 1643,764 561,195 82,569 33% 28% 2,027,767 1,859,091 168,676 NET (Resources - Requirements) _102,439 319,540 217,101 - 298,303 298,303 Accrued Revenue (Accounts Receivable): Deposits Received for Future Events: FY 05-06: Current Month Events 4,714 November 16,735 Prior Months _ 1,295 December 3,535 January 1,500 Total Accounts Receivable _ 6,009 February 1,800 March 8,000 April 4,859 May 600 June 1,196 FY 06-07 5,662 Beyond 5,932 TOTAL 49,819 1+ Deschutes County Fair and Expo Center Accounts Receivable October 31, 2005 Current Month - October Pee Wee Banquet 500.00 Sara Fisher 1,930.00 Western Supreme 1,083.50 Food & Beverage 1,200.00 Total Current Month 4,713.50 Prior Months From September 2005 Seniors & People with Disabilities 270.00 From August 2005 Pee Wee Rodeo 815.00 From March 2005 Owen Wedding 210.00 Total Prior Months 1,295.00 Total Accrued Revenue as of October 31, 2005 6,008.50 Deschutes County Fair and Expo Center Statement of Financial Operating Data October 2005 RESOURCES: Beg. Net Working Capital Receipts: Events Telephone Fees - Events Parking Fees Storage RV/Camping Horse Stall Rental Concession % - Food Vending Machines Interfund Contract Rights (Signage, etc.) Grants Miscellaneous Interest Total Receipts Year to Date Budget Actual Variance FY % Coll. % $ - $ - $ - 100% 0% 42,500 32,297 (10,204) 33% 5% - - - 33% 0% 35,000 2,000 (33,000) 33% 2% 15,000 7,415 (7,585) 33% 14% - 180 180 33% = 0% - - - 33% n/a 21,000 1,200 (19,800) 33% 1% 700 1,495 795 33% 107% - - - 33% 0% 6,000 6,000 33% 5% 2,529 2,529 - 33% 6% 375 1,901 1,526 33% 42% 425 - (425) 33% 0% 117,529 55,017 (62,513) 33% 4% Transfer from General Fund - - 33% 0% Transfer from Annual County Fair 158,300 158,300 - 33% 77% Total Transfers 158,300 158,300 - 33% 31% TOTAL RESOURCES REQUIREMENTS: Expenditures: Personal Services Materials and Services Debt Service Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 275,829 213,317 (62,513) 33% ' 11% Exp. 64,170 59,335 4,835 33% 8% 62,196 41,370 20,826 33% 6% - - - 33% 0% - - - 33% 0% 105,300 105,300 - 33% 100% - - - 33% n/a 231,666 206,005 25,661 33% 10% 44,163 7,312 (36,852) MEMORANDUM To: See Distribution From: Jeanine Faria RE: Courthouse Remodel Project Date: November 7, 2005 Attached is the monthly report prepared for the Courthouse Remodel Project. The projections will be updated as the project proceeds. Distribution: Mike Daly Tom De Wolf Dennis Luke Mike Maier Mark Pilliod Susan Ross Marty Wynne U W 0 cN L() a °O C W N UOM v) 2 O W j O W v Cl) U) (1) L~ O O ) U OOOto (!J lnCflNa^DOO r0G mi; CA CD 'IT Cl) O r r O O "T O CO (D N O Cl) O O I- 00 6) O O I` O r o O O O O Q) ' M O f~ O O O ~7 ~7 N L (O O M (p C O r N r N v N O CO r co) r r ~ r r ~ O O (D (D 00'cT 14 to O ti N OD O il- to CA O r r V r (D r le~l O O _ ' _ e! 3`0 L6 to O O ~ r N O OOO to O O IT I' } a) U U) O I- N (D 1a C6 & O C) G7 O r r IL r r I O O O V N 00 r 0 O O O r O r 00 CO O L() t I` (O M O of LO O r- O 00 O M 00 N CA N ' O O M r N Ili V O O O M m Mr r OJ r- m M r r r N r "T tD V O O O O O O O O O O C) C) 0 _ _ r 0 O O o M' M O d' ' O O L6 O O O O O N co r ti O O N Cr) r r C7 M ti T--7 V-~ r (D (O LO qqt NCDr O CAO O O roo000LO q r`(O M d O O CA I- O CO O M 00 N ' M (D O M cli r N V7 V C6 M ( O (O M r r r r 04 ,T CD 04 r CD O LO N M O O M M r CN a) 0 _ _ N N co O ' ' N q ' 'IT ' O O O O O C \f r r CO 00 t0 O N Cl) M O O O (D O r It ~ N 00 r to (O O (D T- (O O O It V CA O O 00 (.fl l0 00 O (O N N N O O I~ N 00 N I` CA OO I- CA O co ' tO I` CO O Il- w N I~ Ni C \f O O tD di ~ C) r ~ r (D O M n M r s - N r I~t to r r r r r 2 U) O U a) N (0 w v U • N a , ~ ~ • (n Y c r ~ V V N (A 0 ? W L c N (A a) U cn to tD O CO W a) 7 ( n (n = N 2 4) ' L N U- (~'0 N U C V V- H _ a) atS U (n Z M OUa- CO M a)V N d i N z p w a) y 0 W 0 t O (n a) W 10 1 L Z5 a ) E O O L O c. to m c w a`) IL - Q a) I- ( a) F- F-_ W 4 H m LL o m U -1 cH W z U 10- a z a) rr C 7 O E N a) .C c~ 0 a a) U N a) N _ m N j O O O 7 C O O U co LLLL T0 a) C C N O E ` C C N E U Q U 7 O -0 C C c~ c O E ~p (n lJ U W LL c • ~ rn c Ip c o E o W Q Q ci T U H Z Lo W Lo O O ON U ~ Q M a) Q o cj~ CO U ( O U O Q O L Ix ti CO Q U ~ U Z W CD CD to co m N Co LO -V N 7I c0 ,I to cI co l mI NII co in i I I I'" i M m O ~ L cn U N U O U y N to c 0 U O d a) m • N ~ ~ U a) l0 2 L ac t QU) v ` c O CO) C C ~ ~ V O ~ c_ L M C Co O E c - T3 L .6 f U d co n a) U) rn (D (0 U C L C V 0 lC (0 r a) . mod, N d fn N o m U C a Z m O a) M 0 Q) w a) co F 70 O O O - O _ a Q F- Y I- c~ f- F- MEMORANDUM To: See Distribution From: Jeanine Faria RE: La Pine Building Purchase/Remodel Project Date: November 7, 2005 Attached is the monthly report prepared for the La Pine Building Purchase/Remodel Project. The projections will be updated as the project proceeds. Distribution: Mike Daly Tom De Wolf Dennis Luke Mike Maier Mark Pilliod Susan Ross Marty Wynne H U W O a J W 0 0 LO -2:1 LLU O C N O W U U) 2 ~ O U O L ~ U N O tZ O z_ Q J co W z n. J v i ui M h I~ O t0 O 0) 00 CY) M M O M M CA ~h M ~ 00 ce) cm N o M O 0 00 O M M N I cj O O O O O O O C O O N N N rn M co M N O 00 00 Cl co M N IN I C "t M O co M ~ r N I cm co O N V' NI CA 00 M O M N N O V V) ~ ~ M O V N N PI -L rl co r- N co 00 N I M co ti 0 (o to (D r- U*) co Cl CJ r- CD M M - r-- a 00 0 M O L' 0 0 N O Lr M ' ~ co Il- N O ~ I- i w M r (p O 14• N 0 M N N N O O O O O O O O O O O O 00 co CD O O 0 00 O N N IV ~ ,e N C \f co 0 O N N M 'IT (0 1- O 0 0 N M- O O 00 N O O M I~ 00 r- N O f~ pp M ~ CD O d' N CO N N N 0 0 O O O O O 0 0 0 0 le 14 O O O M O tD tC 0 0 00 r-: 1 (p ~ r r M r O I- P. N N N N ~ M M 0 r- ~ le ( D LO a 0 N co t D cf0 I- 00 (o N O cM 0 ~ ~ to T- N O O O to P I- co 00 N y O U N U y d C ca v ~ Ch •`n to N N (1) (U)o c~a O + CO C U p~ - L fA N N o C: v v cn Z y N ~ a~ O m U) ° W c,) co a) m t: E LL E a 'o a i U U F- N C L "a O U M a °6 N ca N N V Z C y O` ~ 0 d i O z ~ U 3 O O " rnY -p a x ~ ~ c~ C cu L a) CL x ~Qa v~ML-L o ~ LLI d z (D L _C w C 7 O E M a) L I- a> cu a O a) U N rn CU 'a :3 C U (0 (D 7 C 6 0 0 N'y LPL N O ~ w N C C y O E C '0 C E O'' ~ =3 M U 6-0 L N N _C L t~ .r C M E N LJ U W cu a) c -o - O c ~ c o .E o E E ¢wQ co ~ LO vU ~F- =z 3w L~ o E O 0N p M Q o W U 7 O ~Z O c Q fn m Q m ~ ~U Z 0- W co J O :3 p a) N cu In CO OO LOCO N v r IT ti IV 0 0 O O O O fl- h OOOOCD OCD CD 0 0 00 0 0 m m MOO LO CD I`~W O CO r N N O O C) CD O O 00 t~ et w r N c O .L o ~ p cn 0- cm O cn .i= U cu c6 c0 C CU E N N aU'i U cu m 06 06 p N U N N N ~ U O O o o N c E E C N cU c M rna) m co O co (D U O_ O _U U 75 (~.S; O y (D U a c s • U- 2002 Q U v N C _C V 06 _ r+ 12) a> cn CM (D 9 cu U) U) Gt N N CO M (n R Q - U C a Z V cu a) g o w U U ~UUpp~~ N_ a~+v p F- dQ H 0 YY m 0 m 0 I -I (nF - Deschutes County Information Regarding 2005 Physical Inventory Process The Government Finance Officer's Association (GFOA) recommends that each state and local government perform a physical inventory of its tangible capital assets, either simultaneously or on a rotating basis, at least once every five years. In February 2003, the Board of County Commissioners adopted policy #2003-099 "Establishment of a Capitalization Threshold for Capital Assets and Establishment of a Requirement for Periodic Physical Inventory of Tangible Assets". This policy requires the County to perform a physical inventory of its capital assets, either simultaneously or on a rotating basis, so that all of the County's capital assets are physically accounted for at least once every four years. Backiround Information Our previous physical inventory was initiated in November 2002, by Asset Valuation Services, now known as Suncorp Valuations. This process identified approximately 475 assets meeting our criteria that were not on our database. They were tagged and added to our database. Most of the added assets were computer related items and to minimize this discrepancy in the future, we established procedures for the IT Department to tag computer related equipment and notify the Finance Department. There were approximately 1,000 assets that had been previously disposed of but not yet removed from our database. A. disposal/transfer policy (2003-098) has been implemented. Vendor Selection On October 21, 2005 'we issued a solicitation for bid on a physical inventory to two Vendors offering this service. Both Vendors responded and those bids were scored on November 3, 2005. Suncorp Valuations has been selected; it had the lower bid, was able to meet all minimum requirements, and had better overall references. Suncorp Valuations anticipates the physical inventory to begin in late November or early December with delivery of the final reports in mid January. The physical inventory process will include scanning of approximately 4430 tagged assets and the reconciliation of approximately 600 "ghost tagged" assets, such as weapons, vehicles and radios. Background Information: On November 21, 2005, The Hospital Facility Authority of Deschutes County, Oregon (the "Authority") will consider a final bond resolution authorizing the issuance of its Hospital Revenue Bonds, Series 2005 (Cascade Healthcare Community, Inc.) (the "2005 Bonds") on behalf of Cascade Healthcare Community, Inc. ("CHC") and conduct a public hearing regarding the issuance of the 2005 Bonds. The 2005 Bonds are being issued to refund a portion of the Authority's Hospital Revenue Bonds, Series 2002 (Cascade Health Services, Inc. Project) and to finance certain capital construction and equipment at CHC's existing campuses located at St. Charles Medical Center - Bend and St. Charles Medical Center -Redmond. For the 2005 Bonds to qualify as tax-exempt, Section 147(f) of the Internal Revenue Code requires that 501(c)(3) bonds be approved by the governmental unit having jurisdiction over the area in which any portion of a project is located. Therefore, CHC is seeking approval by the Board of County Commissioners of Deschutes County, Oregon as the applicable elected representatives of the governmental unit having jurisdiction over the area in which the Project is located. The transaction is currently scheduled to close on December 21, 2005. Budget Implications: There is no financial impact on Deschutes County. The 2005 Bonds will not constitute a debt of Deschutes County nor be payable from a tax of any nature levied upon any property within Deschutes County. The 2005 Bonds will be payable solely from revenues and resources provided by CHC. Policy Implications: Issuance of the 2005 Bonds by the Authority will result in significant cost savings to CHC and will benefit the residents of Deschutes County. Deschutes County has been asked to approve these bonds because CHC will be improving facilities and equipment at two existing locations within Deschutes County St. Charles Medical Center - Bend and St. Charles Medical Center - Redmond. (D E a~ m U) m U C co C_ LL O v 7 Q N U L O (n co Cn a) U % c c N Q w ~ U ~ U) N N N ~ C U N H O L 0UorS N D U ~ L- Q co CO LL 0 X C >1 k W m O 06 C o CO O U- fa N Cl) LL- O W 6 CL LL m W co C N C7 N :3 LL c C cu c m W ~ m CO) 0 = L CO) 2 O CO) U a) x (LC W ti N 0 'T V 0 0 0 N f~r`I~OOr`0~-Cf)OO o o ci o 0 0 o e o O O C7 0 O N of,- W N N N CSI N - M N N N ~LC~r`rcoMr-ooaoLn A r` t0 CA M LO M N O D O co CV w N m rl- M I,- N M O CV m O w m d m ~ V CV O LO rqRT r 0 d' LQ q T- 0 LO M r- 0 N N C) CO N N IT ~T LO LO A^ T- M CD M 0 0 0 T- 0 * 0 N CD M r 0 T- M T- * M V- CA 0 0 ~ M M M 566060 N r M O r 0 M N 14;r a M O 0 N ~flCAU7M0T-'-I- N - cq i of M Vt LC) 06 06 ~ e- e- V- e- ~ e- ~ N 0r-MCO 0-NMd Ln CAC mco 000000 m m m CO 0 0 0 0 0 0 N N N N N 04 LO O 0 N O O N co O O N N 0 0 N 0 0 N 0 O 0 N rn rn CA co CA rn CD rn rn c- CD CA rn o ~ O ~ o O 0 CO 0 CO 0 ~ 0 N U N is \ 0 ~,N 0 0 0 0 - -01 \ -01 Mn ' to CO a) 00 0A ~ 0 O 0 00 0 IT 0 1%- 0 00 a c co ° ti a) Oo Oo O I- oo rn oa r w N N - N N N N = X d • w A u L W LL O LL to CA V) N 00 O T- M - 00 00 ~j 4) m d) 1~- U) ' M LO M I` N ~ Cn C LL (fl O IT N M LO O I` 1- 00 4) W N C) N CO N1^ (C) 00 f` N O I` T-- 00 I` U) 00 O O ~ M O N d' LO N I~- O 00 Cn - CO O ~ a = c N N M M V M CO r. I- OO tt:F La C ca a V W -C a 4) d -4) w V Co Q 2 ea m fA a U) O 0/~0 d' ~t O M M u) N CC) - N O I- M 00 Cfl CA m LL O d ti CY) 'T N CO I` I` d' U. 4-0 M L In Oo co N O N O O - C) N d' O ~ 00 - v- O M r, O ~ N CA U ) CV CO U-) 0) = N T 00 M CC) CO Oo W N N N N N ca LL >I H UW L N a C = C Q c0 1-• 00 O) O T- N M d' L a) 0) O O) 0 0 0 CD cm 0 O) C'a O) O) 0 0 0 0 0 0 N N N CI-4 04 CM m a ~ T m r E - . U U a c E ca I- li o to 0 m cm O N ~ a) O E C U o 0 O O O 7 v - O w H C C`6 F- a C m y w C d a x w C O Cn U Z U LL U n c p U m W y a J LLJ p L U w tT c a c w O (D CA C U a) a w O a C H O N N r- O d C14 o 0 O C N N N o0 c O M to CO co co cn N ~ ~ CA CO CO M O r t* N N N N f~ 0 14 N r LO - O O M V C N O O e- r r O M m OtDO N O CO cM n CO Lq to O O 000- O C. Cfl m co v co 00 Cl) CD N N M r ~ O O O O M CD co M CO ~ r r V w ~ v 00 .N- 00 'd_ M ti o O 0 L v I~ tO v r r- Ln M CO O O N co N O N N M to N N tD N N N (A - CO CO M M co N C00 M N I- 1- O 00 co N e- ~ N N n N r LO N O00 to v 0 N CO N O r ~ P O V o c Nr0) 00(On C rl: (6 1.0 N N 10, co co O CO O - ~ - 0 0 0 CD V 00 - LO 00 M cli O N N NCO M v CCl) CO O O CD I~ n CO 0 co co CO IV N Oa')M _N co CO On 0c0 04 C%J to m co 0 M N M f- CD O M tLo CO CO to N - N M O Co 'T M N to w t- N co tO 0 0 In N - M M I- r~ O O In O ~r-N N co 00000 O 0 N N r N O N Cl) '-tr O O CD CO co 00 r- ON000 co co I~ v a'0 Lq n O O V ,10 o le O I-- CD tt CU M 0 0 0 n r O CO) N N N 000 n 0 N - N 000 N N ~o 0 co co M 00 CO o_ o 0 O v N 000 M 000 CO - N N CO 00 0 to c) e- n r- co N N N N tl N C C ca ~ t 111 0o x a w O E M OOO O v c) U- 999 w O w Cl) m000 Oo 0 C) C 0 0 0 j o o O LL LL U- c L}L LL LL O LL LL U- w e U N O .C N p O A m 7 O CO 'a U d a U C O C N N O p O w C f`0 H a c m N N U .2 N ad N CC7 f0 m C C O CD N Ia.