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2007-1617-Minutes for Meeting June 13,2007 Recorded 11/7/2007COUNTY NANCYUBLANKENSHIP,F000NTY CLERKOS CJ 2007'1617 COMMISSIONERS' JOURNAL 11/07/2007 09;12;51 AM 11111)[ 11111111111111111 I IIIII 2 1617 Do not remove this page from original document. Deschutes County Clerk Certificate Page If this instrument is being re-recorded, please complete the following statement, in accordance with ORS 205.244- Re-recorded to correct [give reason] previously recorded in Book or as Fee Number and Page G { Deschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.orc MINUTES OF WORK SESSION DESCHUTES COUNTY BOARD OF COMMISSIONERS WEDNESDAY, JUNE 139 2007 Present were Commissioners Dennis R. Luke, Michael M. Daly and Tammy Baney. Also present were Dave Kanner, County Administrator; Judith Ure, Commissioners' Office; Joe Studer, County Forester; Bob Bryant and Gary Farnsworth, Oregon Department of Transportation; Jeff Munson, Commute Options; and Andrew Spreadborough, COIL No representatives of the media or other citizens were present. The meeting was called to order at 1:45 p.m. 1. Oregon Department of Transportation Project Update. Gary Farnsworth gave an overview of projects underway and planned for the local area. The particulars of the various projects were then discussed in regard to safety issues, funding, property acquisition, public input, the timing of draft plans and completion, vegetation management, paving and other aspects of the work being done by ODOT, in conjunction with other government agencies and entities. Discussed at length were possible plans for addressing the issue of railroad crossings and freight mobility. Mr. Bryant pointed out that it is possible that the Lafayette and Hawthorne exits and entrances may be closed due to hazards of merging vehicles. Also discussed was the lack of space on the sides of the parkway, which makes it very hazardous for law enforcement involved in traffic stops. Mr. Bryant stated that pullouts could be added but won't necessarily accommodate a traffic stop. There is talk about using speed cameras for automated enforcement, but there is no legal ability to utilize these yet. At this time, the COACT needs list was briefly discussed. Minutes of Administrative Work Session Wednesday, June 13, 2007 Page 1 of 5 Pages 2. Forester Update. Mr. Stutler said that there were 80 countries represented by 1,600 people at the wildfire conference in Spain. There was so much to see and learn about, it was hard to decide how to spend the time. It was pointed out that 10 million acres in the United States are subject to wildfire, but that number is 350 million in the world. Africa has the biggest problem. By 2020, they will have over 15 million people infected with AIDS, so crops can't be tended and will go to brush and be subject to wildfire. Every country has problems with wildfire interface issues. Many people were interested in Project Wildfire. The United Nations sponsored the event and arranged for the translation of presentations. It was a great opportunity to learn, and representatives from other countries are certain to visit this area to learn more about Project Wildfire. Several hundred handouts were gone quickly. There were only about 25 people from the U.S. there; most were from other parts of the world. The next event is scheduled for 2011 in South Africa. Project Wildfire should have some participation there. The United Nations and other agencies are sponsoring a two-day panel, and Mr. Stutler has been asked to participate. This event is scheduled in Washington D.C. for June 25 and 26. The League of Oregon Cities is meeting in Bend on September 27-29; Mr. Stutler and others have been asked to participate to discuss Project Wildfire and provide a tour of various County projects The issue of unprotected lands within Deschutes County is becoming very important, and a plan needs to be developed on how to address wildfires in these areas. The Community Fire Plans will help a lot, but not all properties are in those areas and the cost and responsibility could end up being a huge problem for the County and other agencies. There are ways to help these areas but it takes a lot of effort to educate the residents and gain their support. Access is always a big consideration as well. This was a potentially hazardous situation at the recent Crooked River Ranch wildfire. Commissioner Baney said she would like to have a meeting of various entities to discuss coordination of resources and needs in this regard. Mr. Kanner stated that the emergency operations plan addresses various scenarios and all of the parties who may play a part in an emergency are probably aware of what they need to do. Commissioner Luke stated that the Commissioners should be informed of their participation in such an event. Minutes of Administrative Work Session Wednesday, June 13, 2007 Page 2 of 5 Pages Mr. Stutler then went over the proposed Project Wildfire recognition awards. (A copy of this information is attached.) The group then discussed Title III funding recommendations and standards. (A copy of various documents is attached for reference.) 3. Review of Human Services Transportation Plan (ODOT). Judith Ure went over the Plan, which has been produced after about a year-long process. This is a required document to be able to receive transportation funding in the future. It must be adopted before June 30. Also, the process involves the Oregon Solutions Process, which is intended to improve transportation coordination in the area as well as to comply with State and Federal requirements. The coordination work is ongoing. Different agencies involved in the process will take on certain aspects of the work. There are broader purposes, impacting the entire region and not just Deschutes County. Also, it can be used by Peter Russell of Community Development to enhance the Deschutes County transportation plan. The Oregon Solutions Project consists of a large group of people; some stayed in the process while others did not. Most agencies and interests were represented. COIC worked to facilitate the project and produced much of the resulting information. Mr. Spreadborough said that the process was very positive and meetings are ongoing to continue this work and to define the next steps. Mr. Munson stated that Commute Options is already working on van carpooling and other aspects detailed in the plan. Ms. Ure added that many of the entities are already working on some parts of the plan. LUKE: Move approval of the Plan. BANEY: Second. VOTE: BANEY: Yes. LUKE: Yes. DALY: Chair votes yes. Minutes of Administrative Work Session Wednesday, June 13, 2007 Page 3 of 5 Pages 4. Accept Central Oregon Mediation as the Eligible Grantee to Receive Oregon Community Dispute Resolution Program Funding. Ms. Ure stated that this group is the only qualified organization in the area to do this work. LUKE: Move approval of the agreement. BANEY: Second. VOTE: BANEY: Yes. LUKE: Yes. DALY: Chair votes yes. 5. Economic Development Grant Requests: • Sisters Area Chamber of Commerce - Leadership Sisters - Commissioner Baney granted $1,000 • Sisters Area Chamber of Commerce - Branding Sisters - Commissioner Baney granted $1,000 6. Update of Commissioners' Schedules; Meeting Details. None were discussed. 7. Other Items. LUKE: Move Chair signature of an Oregon Liquor Control license application for Lakeside Bistro, Sisters. BANEY: Second. VOTE: BANEY: Yes. LUKE: Yes. DALY: Chair votes yes. Being no further items to come before the Board, Commissioner Luke adjourned the meeting at 4:55 p.m. Minutes of Administrative Work Session Wednesday, June 13, 2007 Page 4 of 5 Pages DATED this 13th Day of June 2007 for the Deschutes County Board of Commissioners. ATTEST: loauL(&~ Recording Secretary Tammy Baney, Com loner Minutes of Administrative Work Session Wednesday, June 13, 2007 Page 5 of 5 Pages Dennis R. Luke, Vice Chair lvU { Deschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org WORK SESSION AGENDA DESCHUTES COUNTY BOARD OF COMMISSIONERS 1:30 P.M., WEDNESDAY, JUNE 13, 2007 1. Oregon Department of Transportation Project Update - Bob Bryant (ODOT) 2. Forester Update - Joe Studer 3. Review of Human Services Transportation Plan (ODOT) - Judith Ure 4. Accept Central Oregon Mediation as the Eligible Grantee to Receive Oregon Community Dispute Resolution Program Funding - Judith Ure 5. Economic Development Grant Requests: • Sisters Area Chamber of Commerce - Leadership Sisters • Sisters Area Chamber of Commerce - Branding Sisters 6. Update of Commissioners' Schedules; Meeting Details 7. Other Items PLEASE NOTE: At any time during this meeting, an executive session could be called to address issues relating to: ORS 192.660(2) (e), real property negotiations; ORS 192.660(2) (h), pending or threatened litigation; or ORS 192.660(2) (b), personnel issues Meeting dates, times and discussion items are subject to change. All meetings are conducted in the Board of Commissioners' meeting rooms at 1300 NW Wall St., Bend, unless otherwise indicated. If you have questions regarding a meeting, please call 388-6572. Deschutes County meeting locations are wheelchair accessible. Deschutes County provides reasonable accommodations for persons with disabilities. For deaf, hearing impaired or speech disabled, dial 7-1-1 to access the state transfer relay service for TTY. Please call (541) 388-6571 regarding alternative formats or for further information. Agenda Forester Update Wednesday, June 13, 2007, 1:30 PM Project Wildfire presentation in Spain • COCC presentations • League of Oregon Cities • Crooked River Fire Gordon Graham presentation • United Nations presentation on WUI and Project Wildfire • County Code and conflicts with hazardous fuels treatment • Title III $'s recommendation • Project Wildfire Recognition Awards. Joe Stutler Deschutes County Forester 1'v'T E$ Q G Deschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org AGENDA REQUEST & STAFF REPORT For Administrative Worksession Meeting of June 13, 2007 Use "tab" to move between fields, and use as much space as necessary within each field. Do not leave any li- ds incomplete. Agenda requests & backup must be submitted to the Board Secretary no later than noon of the Wednesday prior to the meeting to be included on the agenda. DATE: June 4, 2007 TO: Deschutes County Board of Commissioners FROM: Judith Ure, Administrative Services, 541-330-4627 TITLE OF AGENDA ITEM: Review and revise or adopt draft human services transportation plan. PUBLIC HEARING ON THIS DATE? No. BACKGROUND AND POLICY IMPLICATIONS: Deschutes County applies for and receives discretionary and formula grant funds from the federal government and the Oregon Department of Transportation (ODOT) each biennium. Beginning in January 2007, all recommendations and decisions concerning grant funds must be made in conjunct on with priorities outlined in a human services transportation plan that was developed in compliance w th state guidelines. This plan must be adopted by the Board of County Commissioners by June 30, 201 17 to comply with requirements for grant funds that will be received in the 2007-08 fiscal year. The attached draft plan meets ODOT's requirements for both process and content and was developed wit h significant public and interagency involvement. An earlier draft of the plan was tentatively accepte.l by the Board of Commissioners on January 3, 2007, however, revisions have since been made to addre ;s comments made by ODOT during a preliminary review. Deschutes County's human services transportation plan document is also being used as the basis for activities resulting from an Oregon Solutions project led by Commissioner Daly and the Central Oregon Intergovernmental Council. Further progress on the Oregon Solutions project is pending Board adoption of the plan as well. FISCAL IMPLICATIONS: None. RECOMMENDATION & ACTION REQUESTED: Adopt human services transportation plan. ATTENDANCE: Judith Ure, Management Analyst. DISTRIBUTION OF DOCUMENTS: N/A .t 1. ♦ Y Deschutes County Coordinated Human Services Public Transportation Plan June 1, 2007 Contributors Deschutes County Transportation Coordination Project Central Oregon Intergovernmental Council Central Oregon Partnership Oregon Department of Transportation Oregon Solutions Deschutes County Coordinated Human Services Public Transportation Plan May 30, 2007 Table of Content Executive Summary ..........................................................................................................................................................2 1. Introduction ...................................................................................................................................................................4 1.1 Federal and State Plan Requirements ................................................................................................................4 1.2 Funding Sources Affected ....................................................................................................................................4 1.3 Definitions ..............................................................................................................................................................4 2. Stakeholder-Driven Planning Process ........................................................................................................................5 3. Vision, Principles and Goals ........................................................................................................................................6 3.1 Vision Statement ...................................................................................................................................................6 3.2 Guiding Principles .................................................................................................................................................6 3.3 Planning Goals .......................................................................................................................................................6 4. Resource Analysis .........................................................................................................................................................7 5. Data Analysis and Needs Assessment .......................................................................................................................7 5.1 Demographic Analysis ...........................................................................:..............................................................7 5.2 Survey of Transportation Service Demands ......................................................................................................8 5.3 Analysis of Common Transportation Origins and Destinations .....................................................................9 6. Barriers and Gap Analysis - Priority Strategies ........................................................................................................9 7. Desired System Characteristics ................................................................................................................................12 8. Action Items ................................................................................................................................................................12 Appendix A.1 - Population and Employment Centers 13 Appendix A.2 - Transportation Service Providers 14 Appendix A.3 Areas Exceeding State Average - Senior Population 15 Appendix A.4 Areas Exceeding State Average - Low Income 16 Appendix A.5 Areas Exceeding State Average - Disabled 17 Appendix A.6 Common Origins and Destinations, Deschutes County 18 Appendix A.7 Common Origins and Destinations, Bend Area 19 Appendix A.8 Common Origins and Destinations, Redmond Area 20 Appendix B - Demographic and Other Statistical Information 21 1. Demographics and Population 21 Destination resorts in Deschutes County: . 21 Proposed Destination Resorts in Deschutes County 21 Neighboring Destination Resorts: 21 2. Income and Employment 26 3. Transportation Data 28 Appendix C - Resource Analysis 36 a. Provider Inventory 36 b. Provider Service Detail 39 c. Other transportation resources 43 d. Administrative Capacity........................................................................................................................................ 43 e. Public Transportation Funding Sources 43 Federal Funding Programs 43 State Funding Programs 45 Local Options 45 Appendix D - Project Participants 46 Appendix E - Outreach Invitees 48 Deschutes County Coordinated Human Services Public Transportation Plan Page 1 Executive Summary The Deschutes County Coordinated Transportation Plan will meet state and federal statutory requirements for Special Transportation Fund (STF) agencies to produce a coordinated human services transportation plan. The purposes of the coordinated plan are to 1) improve transportation services for people with disabilities, seniors, and individuals with lower incomes by identifying opportunities to coordinate existing resources; 2) to provide a strategy to guide the investment of financial resources; and 3) to guide the acquisition of future grants. It is the responsibility of Deschutes County to produce, approve, and submit this plan to the Oregon Department of Transportation Public Transit Division by June 30, 2007. This plan originated with the Deschutes County Transportation Coordination Project, a joint effort of Deschutes County, the Central Oregon Intergovernmental Council (COIC) and Central Oregon Partnership (COP). The Oregon Department of Transportation (ODOT) provided project funding and participated on the project steering committee. Governor Ted Kulongoski authorized the project and directed Oregon Solutions to provide facilitation services. Mike Daly, Deschutes County Commissioner, convened the project and invited community, business and public service stakeholders to participate. Commissioner Daly served as the Project Chairman. The stakeholder "Core Team" guided the planning process, developing a vision, principles and goals for public transportation in Deschutes County. Through research, surveys, data analysis and facilitated stakeholder needs identification, the Core Team produced this plan as a means to identify strategies to improve public transportation services. The planning process resulted in the identification of critical public transportation system gaps and barriers, along with proposed strategies to address those barriers: Strategy #1 - Protect and strengthen existing transportation services a. Support and strengthen the existing network of private and public transportation providers (protect thy! assets that are in place - that the community has invested in) b. Pursue a funding strategy that leverages local, state, federal and private resources c. Allocate available public and private resources to implement plan goals Strategy #2 - Improve inter-city and inter-community transportation services a. Establish a system of inter-"community' transportation services that connect population centers such as shuttles and vanpools between communities b. Support and coordinate participation in the statewide "trip-check" and carpool programs c. Provide improved services to human services populations, such as Court ordered groups and populations, the elderly and persons with disabilities, and public service clients such as participants in the federal Women, Infants and Children Program (WIC) d. Provide public access to jobs, basic services and life skills, shopping and recreation e. Focus public transportation on access to social and medical services, jobs, shopping, education and recreation f. Encourage and support multi-modal options including pedestrian and bicycle usage Strategy #3 - Increase accessibility to transportation services a. Identify "underserved" areas (geography) and population (demographics) b. Identify transportation-dependent populations geographically c. Evaluate the effectiveness of existing transportation services d. Institute an ongoing evaluation process focused on system effectiveness e. Operate a clearinghouse for transportation information f. Develop an ongoing public education program focused on commuting and transportation services g. Provide transportation options that are sustainable and "environmentally sensitive" h. Maintain public transportation services that are fast, fair, flexible and frequent Strategy #4 - Coordinate Transportation Services a. Identify or develop a regional coordinating entity with the authority, expertise, resources and capacir to coordinate transportation services b. Coordinate transportation services within Deschutes County and the Central Oregon region c. Develop a regional ride scheduling, dispatch and travel information center to facilitate improved coordination d. Provide political and administrative leadership by obtaining the endorsement and active support of elected officials and professional staff e. Create a Public Transportation Advisory Committee to (1) develop partnership agreements with publi . transportation system stakeholders, (2) identify and support efforts to coordinate public and private investments in public transportation services in Deschutes County and the region, (3) provide guidan :e and recommendations to elected public officials, and (4) conduct public information and outreach, ar J facilitate public involvement Deschutes County Coordinated Human Services Public Transportation Plan Page f. Build tools for a coordinated system of public transportation services, including (1) conduct a comprehensive market analysis to inform investment and programming decisions, (2) develop a model agreement to coordination transportation services, (3) develop a coordinated approach to insurance, training, dispatch and other central support services, and (4) develop a model process to attract new public and private investors and service partners According to the statutory requirements, for a public transportation project to be eligible for the STF and/or Public Transit Division Discretionary Grant programs, it must be consistent with or derived from the coordinated plan priorities. The plan priorities will be used by the Deschutes County STF Committee and the ODOT Public Transit Division when reviewing and recommending public transportation funding applications submitted by Deschutes County transportation providers and organizations. Placeholder: add summary of Deschutes County Board of Commissioner action on plan. Deschutes County Coordinated Human Services Public Transportation Plan Page 3 1. Introduction Rapid population growth and rising fuel prices are accelerating the need for public transportation services for the people and communities of Deschutes County. The elderly, low income, persons with disabilities and persons without the means of personal mobility are particularly disadvantaged by a lack of reliable transportation options. The county's economic and social vitality depend on coordinated transportation systems that link people and communities within the county and throughout Central Oregon. Effective and sustainable solutions must address five fundamental challenges: • a dispersed pattern of settlement and economic development, • increasing demand for a variety of transportation options, ■ increasing interconnectedness and interdependence of communities in Central Oregon, • a diverse and unevenly distributed mix of transportation service providers, and ■ limited local and regional resources to leverage state, federal and private investments. This coordinated public transportation plan sets forth a set of principles, goals and action items to begin to address these fundamental challenges. The plan is the product of a year of planning, research and deliberations involving a diverse group of stakeholders. Their investment in the planning process is a down-payment towards a more mobile and accessible county and region. The success of this plan depends on a partnership of all transportation stakeholders in Deschutes County and Central Oregon. To be sure, county officials pay a particularly critical leadership role, given their responsibilities to coordinate and allocate federal and state transportation grants. However, their ability to develop and sustain a coordinated system of transportation services is limited by available resources. The framers of this plan recognize that every public and private partner has a role to play in responding to the transportation challenges and pressing needs for transportation services in the county and region. 1.1 Federal and State Plan Requirements This plan will meet federal and state coordinated planning requirements. Beginning in FY 2007, as a condition of Federa assistance, the ODOT Public Transit Division must certify to the U.S. Secretary of Transportation that projects selected for funding derive from locally developed coordinated plans. Also in 2007, Oregon statute requires that Special Transportation Fund (STF) Agencies (counties and Tribe) must complete a plan for their STF programs. These two planning requirements are very similar in intent and timing. To meet these new planning requirements, STF Agencies must complete a single coordinated plan that meets the state and federal requirements. 1.2 Funding Sources Affected ODOT Public Transit Division Discretionary Grant programs and projects funded by STF local formula allocations must bE consistent with and derived from the Coordinated Plan. ODOT Discretionary Grant programs include: Formula Program for Elderly Persons and Persons with Disabilities (§5310); New Freedom (§5317) and Job Access Reverse Commute (§5316). 1.3 DeFnitions Following are definitions for common terms used in this plan. The definitions are in alignment with Oregon Department of Transportation terminology: 1. Public Transportation: Any form of passenger transportation by car, bus, rail or other conveyance, either publicly or privately owned, which provides service to the general public on a regular and continuing basis. Such transportation may include services designed to meet the needs of specific user groups, including the elderly, people with disabilities, and for purposes such as health care, shopping, education, employment, public services and recreation. This planning process does not seek to address needs or priorities related to transportation systerli infrastructure such as roads, streets, highways or bridges. 2. Coordination: Cooperation between government, providers, businesses, individuals and agencies representing people unable to drive, low income, the elderly, and/or people with disabilities, to more effectively apply funding and other transportation resources to meet common transportation needs. Coordination actions may reduce duplication of services, reduce cost, increase service levels or make services more widely available in communities 3. Special Populations: Low income individuals, seniors, and people with disabilities. Deschutes County Coordinated Human Services Public Transportation Plan Page 2. Stakeholder-Driven Planning Process This plan originated with the Deschutes County Transportation Coordination Project, a joint effort of Deschutes County, the Central Oregon Intergovernmental Council (COIC) and Central Oregon Partnership (COP). The Oregon Department of Transportation (ODOT) provided project funding and participated on the project steering committee. Governor Ted Kulongoski authorized the project and directed Oregon Solutions to provide facilitation services. Mike Daly, Deschutes County Commissioner, convened the project and invited community, business and public service stakeholders to participate. Commissioner Daly served as the Project Chairman. The Project began in the fall of 2005 with organizing meetings of a Steering Committee consisting of representatives from Deschutes County, COP, COIC, ODOT Public Transit Division and Oregon Solutions. Commissioner Daly convened the first meeting of the project committee ('Core Team") in April 2006. The Core Team consisted of following representatives from leading social service providers, educational institutions, government agencies, employers and business representatives and community service organizations. Interested citizens were encouraged to participate as well. Bend Chamber of Commerce Bend Community Action Team Bend Downtowners Bend La Pine School District Bend Metro Park and Recreation District Bend Metropolitan Planning Organization Black Butte Ranch Central Cascade Lines Central Oregon Coalition for Access Central Oregon Community College Central Oregon Council on Aging Central Oregon Partnership Central Oregon Resources for Independent Living City of Bend - Bend Area Transit City of Redmond Commute Options for Central Oregon Deschutes County Administration Deschutes County Community Development Deschutes County Mental Health Department Interfaith Action for Justice La Pine Chamber of Commerce La Pine Community Action Team City of Sisters Central Oregon Intergovernmental Council Community Action Team of Sisters Latina Leadership, Education and Cultural Center Oregon Department of Transportation - Public Transit Division Oregon Department of Transportation - Region 4 Old Farm District Neighborhood Association Opportunity Foundation of Central Oregon Oregon Department of Human Services Oregon Employment Department Oregon Solutions Redmond Chamber of Commerce Redmond Community Action Team Redmond Economic Development Redmond School District Sisters Chamber of Commerce T- Mobile WorkSource Central Oregon The Core Team meetings were made a part of the Deschutes County public meetings calendar, and opened to the general public. The meetings were generally held on the fourth Thursday of each month, between 9 AM and 12 noon, in one of the following three locations: • Central Oregon Intergovernmental Council, 2363 SW Glacier Place, Redmond • Deschutes County Administration, 1300 NW Wall Street, Bend • Oregon Department of Human Services, 1300 NW Wall Street, Bend Attendees, both Core Team members and the general public, were encouraged to participate actively in the meetings, and were provided opportunities to discuss their programs, share information, articulate needs, and identify transportation priorities. Between April and June 2006, the Core Team developed ground rules for its deliberations, and reached consensus on a vision statement and goals. During this time, the Steering Committee compiled a demographic profile of Deschutes County and an inventory of transportation service providers and resources, and received detailed information about state and federal funding programs for public transportation services. From July through September 2006, the Core Team established a sub-committee to assess the depth and breadth of transportation and mobility needs in the county. The sub-committee developed and conducted surveys of employers, service organizations and individuals in August and September 2006. Deschutes County Coordinated Human Services Public Transportation Plan Page 5 In October 2006, the Core Team began work on the Deschutes County Public Transportation Plan. A new Steering Committee was recruited to replace departing representatives of the Central Oregon Partnership. The Core Team dedicated its November and December meetings to reach consensus on short and long-term public transportation priorities to better serve the people and communities of Deschutes County. Meetings in April and May refined the strategies and priorities to ensure the needs of special populations were fully considered and integrated. The following plan reflects a consensus of the Core Team based on nearly 12 months of research and deliberations. 3. Vision, Principles and Goals 3.1 Vision Statement The people and communities of Deschutes County are served by the improved coordination of existing transportation services and the creation of a permanent system of public transportation. The countywide system is safe, affordable, reliable, accessible, environmentally sound, flexible, efficient, responsive to diverse transportation needs, and coordinated with regional transportation systems. In short, transportation and mobility services in Deschutes County are fast, fair, flexible and frequent. 3.2 Guiding Principles Deschutes County and its public and private partners shall adhere to the following guiding principles in pursuit of public transportation goals. These principles reflect a holistic approach to the provision of transportation services and therefore do not appear in any particular priority order: 1. Seek broad and diverse public involvement in the planning and implementation of public transportation policies, programs and investments. 2. Avoid duplication of effort and leverage community investments by coordinating its public transportation investments and programs with those of other local and regional governments, transportation service providers, employers and community institutions. 3. Give priority to the transportation and mobility needs of special populations (the elderly, persons with disabilities and persons who cannot afford to drive) and to persons seeking employment opportunities or transportation options. 4. Build off of existing public transportation assets to advance the goals and policies of the Comprehensive Plan, Transportation Systems Plan and other related County policies. 5. Seek investment and program opportunities that provide multiple benefits by providing access to medical and social services, employment, businesses and personal services, education, recreation and cultural amenities. 6. Pursue adequate and sustained financing strategies to achieve the public transportation principles, goals and action items set forth in this plan. 7. Establish measurable performance benchmarks and standards to guide and govern its public transportation investments. 3.3 Planning Goals This transportation plan represents an initial step to coordinate public transportation services to address the diverse needs of people and communities in Deschutes County. The plan satisfies state and federal planning requirements that link human services to transportation services. To that end, Deschutes County establishes the following initial goals for transportation planning and coordination. 1. Identify present and future transportation needs for people who live, work, conduct business, attend school, seek medical and social services, and recreate in Deschutes County. 2. Align transportation planning efforts with the goal of the Oregon Competitive Employment Project to expand and develop transportation systems and services necessary for competitive employment of individuals with disabilities. Deschutes County Coordinated Human Services Public Transportation Plan Page 6 3. Develop a shared vision for the ideal public transportation system for Deschutes County. 4. Identify steps to coordinate existing public transportation services and expand services to achieve the shared vision. 5. Prioritize coordination initiatives based on the needs that would be met and the potential for success. 6. Maximize the use of public transportation funds to leverage state, federal and private investments in public transportation services. 7. Implement top priority coordination projects. 4. Resource Analysis There are at least 36 different public transportation providers that operate in Deschutes County, including dial-a-ride systems, public transit, school districts, cab companies, volunteer providers, inter-community providers, business shuttles, and client shuttles. This number does not include an unknown number of church, assisted living vans, and other private providers not inventoried through this project. Collectively, these transportation providers serve all of the employment and residential centers of the County. However, the number of providers that provide services between communities is limited and does not fully meet the needs of the county's public transportation users. Other specific gaps and barriers related to the existing network of transportation providers were identified through this planning effort. A summary of providers can be found in appendix C. Additionally, an inventory of funding resources, other transportation resources, and administrative capacity are found in appendix C. 5. Data Analysis and Needs Assessment COIC and Oregon Solutions reviewed demographic, income and employment, and transportation data from the U.S. Census and other sources to determine the community composition and trends related to special populations. A resource analysis was conducted to determine levels of existing public transportation service, secured and available state and federal funding resources, and administrative capacity within the county. Detailed assessment data are included in this document as appendix B. 5.1 Demographic Analysis Rapid and persistent growth has become a defining characteristic of life in Deschutes County. The US Census Bureau reports that the County added more than 65,000 persons between 1990 and 2005. During this period the County added more than 12,000 persons under age 18, more than 45,000 persons between 18 and 64 years old, and more than 7,500 person aged 65 and older. This growth has increased demands on the County's transportation infrastructure. The Oregon Department of Transportation (ODOT) reports that between 1994 and 2004 the average daily traffic volumes at seven key locations in the county increased by 57%, an increase of more than 56,000 vehicles per day. The greatest increase in traffic volumes occurred along Highway 97 at locations north of Redmond and near the intersection of Highway 97 and Highway 20 (north of Mountain View Mall). ODOT predicts that traffic volumes will increase an additional 57% (88,100 vehicles per day) by 2024. Noteworthy trends and statistics - Population data: • Population growth rates continue to outpace state and national averages. See Appendix B, Table 1.1. • Redmond was the fastest growing city in Oregon with a population over 10,000 for the time period from 2000 to 2006, with a growth rate of 74.3%. Bend was second over the same time period, with a growth rate of 44.7%. Sisters was the second fastest growing city of any size in Oregon from 2000 to 2006 with an 82% growth rate, trailing Happy Valley (103.8%). • Deschutes County's Hispanic population was the county's fastest growing ethnic group from 1990 to 2000, though growth rates in the Hispanic population were lower than state and US averages. See Appendix B Table 1.4. • The fastest growing age group from 1990 to 2000 was the 50-64 age group. This group increased at a higher rate than Oregon and the US. The slowest growing age group is the Under 5 age group. See Appendix B, Table 1.5. • Deschutes County's senior population will increase as a percent of the county's total population - from 18.5% in 2000 to a projected high of 33.5% in 2040. Additionally, the numbers of 85+ residents will grow steadily. See Appendix B, Table 1.7. • Deschutes County's population is projected to continue growing at higher rates than state average over the next 30 years. See Appendix B, Table 1.3. Deschutes County Coordinated Human Services Public Transportation Plan Page 7 Noteworthy trends and statistics - Income and Employment data: • Deschutes County's average wage, per capita income and median household income are lower than Oregon and US averages. See Appendix B, Table 2.1. • A total of 13,761 Deschutes County residents lived below poverty levels in 2003, including 4,673 children. See Appendix B, Table 2.3. • Home prices increased sharply in Deschutes County from 2000 to 2006, at rates higher than neighboring counties. See Appendix B, Table 2.4. Noteworthy trends and statistics - Transportation data: • Deschutes County worker mean travel time to work is lower than state and federal averages. See Appendix B, Table 3.2. • According to the U.S. Census, average travel time for commuters in Central Oregon has increased over the past five years (53% of workers traveled 11 or more minutes to work in 2004, compared with 46.4% in 2000). See Appendix B, Table 3.1. • The region has seen an increase in workers traveling from one county to another for work from 1990 to 2000 - with the increases being experienced in Crook and Jefferson counties. Deschutes County has the highest percentage of their employees that reside within the county, and also imports more workers from the other counties. Jefferson County had the largest number of residents who commuted to another county for employment. See Appendix B, Table 3.3. • According to the U.S. Census, carpool rates in Central Oregon are higher than Oregon or U.S. averages. Each Central Oregon county increased carpool rates from 1990 to 2000, over a time period when the Oregon and U.S. rates declined. See Appendix B, Table 3.5. • The Central Oregon Workforce Housing Needs Assessment (Housing Works, 2006) results indicate that the community with the highest percentage of workers coming from other communities is Redmond, with only 52.9% of Redmond workers residing in Redmond. Madras trailed Redmond slightly in terms of importing workers (55.2% of Madras workforce lives in the community). Prineville had the highest percentage of workers who also lived in the community (84.4%). See Appendix B, Table 3.4. 5.2 Survey of Transportation Service Demands The Deschutes County Transportation Coordination Project distributed surveys to businesses, organizations, employees, and agency clients to better understand the changing demands for transportation services. The goal was to collect information on commute patterns, workforce transportation challenges, client transportation challenges, and general interest in utilizing inter-community transit services. The project received 1,119 responses, including 983 surveys from employees of 17 employers in Deschutes County. The major employee responses came from T Mobile (336 employee surveys), Columbia Aircraft (153 surveys), Deschutes County (66 surveys), City of Bend (53 surveys), and Eagle Crest (53 surveys). In addition, the project received responses from 27 employers, 17 agency/organizations, and 92 responses from the clients of 5 agencies in Deschutes County, including COIC, Bend Metro Park and Recreation District, Oregon Employment Department, Oregon Department of Human Services, and Deschutes County Mental Health. Key Findings of Need: • 45% of employees work in a different community than they reside... • 520/a of employees said they would ride a bus or shuttle system between communities, while 29% were undecided. • 62% of manufacturing employees said they would ride a bus or shuttle system, which was the highest percentage by sector grouping. The lowest sector grouping percentage was the professional and service sector, with 45% responding that they would ride a bus or shuttle system between communities. • 77% of employees who would ride a bus or shuttle between communities would ride to/from work. The second highest destination was shopping at 29%. Manufacturing employees had the highest rate of interest in riding to/from work (89%). A bus or shuttle system between Bend and Redmond was the most popular inter-community route, with 38% c the employees, 41% of the organizations and 30% of the clients identifying it as the highest priority route. • Routes within Bend were the second highest priority, garnering 13% of employee responses, 11% of organizations, and 22% of clients. • Assuming the service could meet their transportation needs, 63% of employees would ride the service either "daily" or "twice or more per week." Deschutes County Coordinated Human Services Public Transportation Plan Page 8 • 33% of employers said they have challenges in attracting or retaining employees due to transportation costs and/or availability, while 63% said that they had no challenges. 48% of employers said that their employees have a need for a tri-county transportation system, with 7% responding "maybe." 33% of employers said their employees do not need a tri-county transportation system. • 76% of agencies/organizations said that their clients have transportation needs that are not served by existing transportation services. These agencies estimated that 2,145 clients per month lack transportation. 72% of agency clients would ride a bus or shuttle system between communities, with 60% riding to services/ medical appointments and 54% to shopping destinations. 5.3 Ana/ysis of Common Transportation Origins and Destinations COIC staff implemented a brief survey of transportation and human service providers to identify common transportation origins and destinations, and to identify where special populations need to travel but are unable to due to cost, lack of service, or other reason. Not surprisingly, common origins were most likely to be low-income neighborhoods and subsidized housing, nursing homes, and continuing care facilities. The most commonly-cited destinations were medical facilities, grocery stores, social service offices (e.g. DHS office), and employment assistance centers. Respondents noted that large places of employment are also key destinations for special populations, but did not tend to identify individual locations. Organizations submitting survey responses: City of Bend Dial-A-Ride Oregon Department of Human Services Volunteer Program Commute Options for Central Oregon Oregon DHS - Seniors and People with Disabilities Deschutes County Mental Health Department Oregon DHS - Self Sufficiency Programs Housing Works Oregon Department of Vocational Rehabilitation Services Neighbor Impact WorkSource Central Oregon Oregon Employment Department Origins and destinations maps can be found in appendix A, and a table of specific origin and destination responses are included in appendix B Deschutes County Coordinated Human Services Public Transportation Plan Page 9 V L 7 a c a ru rn c O O u L vi ro C IV c m c 0 ru 7 cc 0 `u _0 O .C- cu E m c ~ rv U Q 0 L a.+ O rl u ~ V u lC a:+ ~i c rv u E~ O L N f0 L lA L O► g Ln N u L m •L rip °1 C •L .U r`D H V) N1 L Q Q Ln n v c CL E ru M u U C O U c L O O i = O M Q. co o v' c0 ~ u E c o u ° O w J2 ro u V) rA > o C c p a u o= o b u . 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Desired System Characteristics 1. Increase the number and frequency of coordinated public transportation services linking major cities and transportation corridors 2. Increase the number of persons using coordinated public transportation services 3. Reduce the number of single-occupancy vehicle trips (SOV) 4. Reduce levels of air pollution 5. Increase the number of modes of transportation used by residents 6. Increase private and employer investments in transportation services 8. Action Items The Core Team identified the following immediate action items that should be undertaken to implement this public transportation plan: 1. Provide political and administrative leadership a. Obtain the endorsement and active support of elected officials and professional staff b. Pursue a funding strategy that leverages local, state, federal and private resources c. Allocate available public and private resources to implement plan goals and priorities 2. Create a Public Transportation Advisory Committee a. Develop partnership agreements with public transportation system stakeholders b. Identify and support efforts to coordinate public and private investments in public transportation services in Deschutes County and the region c. Provide guidance and recommendations to elected public officials d. Conduct public information and outreach, and facilitate public involvement 3. Build tools for a coordinated system of public transportation services a. Conduct a comprehensive market analysis to inform investment and programming decisions b. Development of a model agreement to coordination transportation service c. Develop a coordinated approach to insurance, training, dispatch and other central support services d. Develop a model process to attract new public and private investors and service partners Appendix A.1 - Population and Employment Centers Deschutes County Transportation Coordination Project Mt Lake metollus,~%e Billy Madras County/state offices Chinook + - - - - - - t , i ~ Airport CYlver +%IndustrialPark I B ht Wood Corp 97 Jall I Crooked Rive I. r Ranch Camp : Sherman l Smith «k Terrebonne • Black - -i~ ' i Butte Ranch _r - ' Outward - - = Sisters Bound r i d i k - inevllle- , - y In ustr al Par - Aspen l Re f o n d a Ochoco Clinic Lakes Eagle Remmingtoi . Ranch KOA/Rodeo. Crest f Ai rt - Cloverdale National Guard Industrial Park : Powell sri; :.Fairgrounds ' Butte Plainview ' Pronghorn V~ Whispering . i - Deschutes River Ranch + + ]uniper - 97 t_r•.• Prineville I Ridge 11 Reservoir Municipal Alf alfa Send Alm - t= - National Guard - Cascade ; r Community ti: Youth Challenge , 'Highlands Center r .,f 20 I 3achelor ~j yy D :1 Wo River oos- j 1, - - - - - HIgh.Desert - - - Museum! ~ x Lava Lan ~'ti Sunriver Schools 7 Deschutes River Homes r~r Wickiup J i ]unction Gilchrist i Crescent La hills r Deschutes County Coordinated Human Services Public Transportation Plan Page 13 Appendix A.2 - Transportation Service Providers Deschutes County Transportation Coordination Project - rn Madras to Redmond.• • COCOA's Madras Dial-A-Ride offers 1 service to Bend on Thursdays, with stops in Redmond en route. to } f * r ~ - _ - _ - • Central Oregon Breeze • American Smile • Bend City Cab 97 • Cascade Shuttle • Central O regon Cabulance i ~ • High Desert Wheelchair Prineville to Redmond. • COIC's Crook County Dial-A-Ride offers service to Redmond on Thursdays, with interconnection to the { COCOA service to Bend • Crook County Veteran's Transportation Sisters to Redmond. Central Oregon Breeze • Black Butte Ranch employee shuttle American Smile - - - - ' • American Smile - Bend City Cab Bend City Cab Cascade Shuttle Cascade Shuttle I I Central Oregon Cabulance • Central Oregon Cabulance i High Desert Wheelchair High Desert Wheelchair Sisters Prineville_.:, Sisters to Send.• • American Smile • Bend City Cab • Cascade Shuttle • Central Oregon Cabulance • High Desert Wheelchair f Prineville to Bend • Columbia Air employee shuttle Central Oregon Breeze (via Redmond) American Smile ..r' 1 Bend City Cab Cascade Shuttle ' • Central Oregon Cabulance High Desert Wheelchair . i 97 Redmond to Bend: ~I2Yl6V2I18 v;. COCOA's Madras Dial-A-Ride offers service to Bend Reservoi r yta on Thursdays, with stops In Redmond en route • Columbia Air employee shuttle j • Central Oregon Breeze I end Green Energy Transportation i i- - American Smile _ Bend City Cab Cascade Shuttle i 1-r Central Oregon Cabulance J County Fair Shuttle 111. High Desert Wheelchair j, - /r 5 r i k ~ La Pine to Bend. • Sunriver Resort employee shuttle • Central Cascade Lines (proposed) • COCOA Dial-a-Ride, once per week • American Smile • Bend City Cab • Cascade Shuttle • Central Cascade ones (in development) • Central Oregon Cabulance • High Desert Wheelchair Pit, La Pine Deschutes County Coordinated Human Services Public Transportation Plan Page 14 .1334012 M I R , u+ ltt i RM I~ jy u LIA e~ t I ~ i P ~s ti . 0 d u u e q f~ i t t C7 ~ 0) C i2 0 V py SJ C /W~ 3w. i37 0 m Y lJ y <i ~IVt.,JJl119d~ T ff~ ~l~sr ♦ b k a y lu; 'C. I t j L Q a ~ tU i -G 3 1f x ~ V a Q t of ; w r~ ~I cl w, 4 ~ o Y F • a P u g 3 «w... t~ C1 tf`t C~ v C p ` y u u f ~ ive J~ wn~ qa.ul \ NJ N T A' tj 'Y^ Q J 1 .g II Z1 6di C1 r 3 1'4 Al' s r w $n aK c+ ^y+ w as h 3 H A$': M1~ N N ~ r 1"1 CU N J1 W • H i `It y ~ / WS E std Interest qnC1t~(ilS f 3 l . ~ t; F;:.r~ ' x. Appendix B - Demographic and Other Statistical Information Deschutes County Transportation Coordination Project 1. Demographics and Population Total Population: 152,615 (Portland State University estimate, 2006) Square miles: 3,018 (US Census,.2000) Persons per square mile: 50.56 Population centers: Bend: 75,290 Redmond: 23,500 Sisters: 1,745 Unincorporated: 52,080 (including La Pine) Source: Portland State University Population Estimates, 2006) Destination resorts in Deschutes County: Sunriver Eagle Crest Black Butte Ranch Pronghorn: A 640 acre resort under development between Bend and Redmond. 400 single family lots, 210 multi- family units, two golf courses. Proposed Destination Resorts in Deschutes County Cascade Highlands - a 706 acre resort planned for development in southwest Bend. 379 single-family homes, 210 multi-family units, 300 room resort hotel and 15,000 square feet of retail space. Caldera Springs - 390 acres, 300+ residential lots near Sunriver in south Deschutes County. The development will include a 9 hole golf course, meeting facility, and restaurant. Shevlin Park: A potential 370-acre destination resort with 1,500 homes, golf course and retail store on the northwest side of Bend (project currently pending). Thornburgh Resort: 1,000 home development west of Redmond. Three golf courses proposed. Neighboring Destination Resorts Brasada Ranch (Crook): An 1,800 acre resort under development, located south of Powell Butte and north of Alfalfa, with 900 units on lots that will average 1/2 acre in size. Seven Peaks/Remington Ranch (Crook): Located north of Powell Butte, between highways 126 and 26. The 2,100 acre destination resort will have three golf courses, 800 residential units, and employ 300 persons when completed. Groundbreaking could take place in 2007. Hidden Canyon (Crook): Located several miles east of Brasada Ranch, south of the community of Powell Butte. An estimated 3,250 acres in size, with 2,450 houses and 1,225 overnight units planned. Sources: Central Oregon Workforce Housing Report, Housing Works, 2006; the Bend Bulletin. Camp Sherman/Metolius (Jefferson): Destination resort zoning in Jefferson County is limited to areas around Camp Sherman on the Metolius River. Deschutes County Coordinated Human Services Public Transportation Plan Page 21 Deschutes Jeffersoi 1.1 Population Information Crook County County County Population 1990 14,111 74,958 13,676 1993 15,300 86,800 14,900 1998. 16,650 104,900 17,400 2000 19,182 115,367 19,009 2002 20,200 126,500 19,850 2004 20,650 135,450 20,250 2005 „22,755 143,490 20,600. 2006 24,525 152,615 21,410 Source: Portland State University Center for Population Research... Region Oregon 102,745 2,842,321 117,000 3,038,000 138,950 3,267,550 153,558 3,421,399 166,550. 3,504,700 176,350 3,582,600 186,845 3,631,440 198,550 3,690,505 Annual Population Growth Rate Populatlon Change 1990-2000; •5,071, 40,409 5,333- Annual Growth Rate 1990- 2000 3.6% 5.4% 3.9% Population, Change 2000-2006 5,343 37,248 2,401 Percent Change 2000-2006 27.9% 32.3% 12.6% Source: U.S. Census Portland State Universit y Center for Population Research 50,813 579,078 2.0% 44,992 269,106 22% 7.9% 1.2 City Populations Bend. Redmond• Sisters 1990 20,447 7,165 708 2000. 52,029 13,481 959 2004 65.210 18,100 1,490 2005 .70,330 20,010 1,705 . 2006 75,290 23,500 1,745 Source: Potland State Universi Center for Pop ulatlon Research 1.3 Forecast of Population Change (Local Coordinated Forecast) 2005 2010 ' 2015'.. 2020,,.- 2025 , Bend Urban Growth Boundary 69,004 81242 91,158 100,646 109,389 Redmond Urban Growth Boundary 19,249 23,897, 29,667 36,831 45,724 Sisters Urban Growth Boundary 1,768 2306 2,694 3,166 3,747 Non Urban County 53,032 • 59,127 65,924, 73,502 81,951 County Total 143,053 166572 189,443 214,145 240,811 Source: Deschutes Count Coordinated Population Forecast 1.4 Race and Ethnicity .1990 Total Population White Black American Indian and Alaska Native Asian or Pacific Islander Hispanic Dechutes ' Region Oregon County 74,958 102,745 2,842,321 73,343 97,124 2,636,787 , 85 120 46,178 648 3,543...,: 38,496 444 553 69,269 ..1,526 3,362 112,707 U.S. 248,709, 873 199,686,070 29,986,060 .1,959,234 7,273,662 22,354,059 Deschutes County Coordinated Human Services Public Transportation Plan Page 22 Percent of Total Population, 1990 White 97.8% 94.5% 92.8% 80.3% Black 0.1% 0,1% 1.6% 12.1% American Indian and Alaska Native 0.90/4. 3.4% 1.4% 0.8% Asian or Pacific Islander 0.6% 0.5% 2.4% 2.9% Hispanic 2.0% 3.3% 4.0% 9.0% 2000 Dechutes Region Oregon U.S. County Total Population 115,367 153,558 3,421,399. 281,421,906 White 109,423 140,366 2,961,623 211,460,426 Black 222 280, 55,662 34,658,190 American Indian and Alaska Native 956 4,187 45,211 2,475,956 Asian or Pacific Islander 934 1,121. 109,326 10,641,833 Hispanic 4,304 8,758 275,314 35,305,818 Percent of Total Population, 2000, White 94.8% 91.4% 86.6% 75.1% Black. 0.2% 0.2% 1.6% 12.3% American Indian and Alaska Native 0.8% 2.7% 1.3% 0.9% Asian or Pacific Islander, 0.8% 0.7% 3.2%. 3.8% Hispanic 3.7% 5.7% 8.0% 12.5% Ch I P p on ange n ro orti of each mace Group 1990-2000 Dechutes Region Oregon U.S. County white, -3.0% -3.1% -6.2% Black 0.1% 0.1% 0.0% 0.3% American Indian and Alaska Native 0.0% -0.7% 0.0% .0.1% Asian or Pacific Islander 0.2% 0.2% 0.8% 0.9% Hispanic 4.1% 3.6% 1.5 Age Groups by Number and % of Total Population, 1990 to 2000 Deschutes,,. Population 1990' County Reg ion. Oregon U.S. Age # % # % # % # % UNDER:5 5185 6.9%. 7,602 ;,.,7.4%a' 201,421 7.1%. . ,.1.8,354,443 7.4%, 5 to 17 14,140 18.9% 19,869 19.3% 522,709 18.4% 45,249,989 '8.2% 18 to 29, 10 517 140% 14,764 % 479,509 16.9% 48,050,809 9.3% 30 to 49 24,295 32.4% 31,815 31.0% 881,792 31.0% 73,314,332 ,9.5% 50 to 64 10,423 13.9% 14,352 14..0%° 365,566 12.9% 32,498,383 ' 3.1%. 65 and up 10,398 13.9% 14,343 14.0% 391,324 13.8% 31,241,787 2.6% Total 1990 74,958 100.0% 102,745 :'100.0% 2,842,321. 100.0% 248,709,743 . 1t-0.0% Deschutes Population 2000** County Reg ion Oregon U.S. Age # % # % # % # % UNDER 5 7,074 6.1% 9,795 6.4% 223,005 6.5% 19,175,798 6.8% 5 to 17 21,509 18.6% 29,554 19.2% 623,521 18.2% 53,118,014 8.9% 18 to 29 16,153 14.0% 21,307 13.9% 561,734 16.4% 46,524,790 6.5% Deschutes County Coordinated Human Services Public Transportation Plan Page 23 30 to 49 35,528 30.8% 45,912 29.9% , 1,034,734 30.2% 85,751,319 .30.5% 50 to 64 20,014 17.3% 26,720 17.4% 540,228 15.8% 41,860,232 14.9% 65 and up 15,089 13.1% 20,269 13.2% 438,177. 12.8% 34,991,753. 12.4% Total 2000 115,367 100.0% 153,557 100.0% 3,421,399 100.0% 281,421,906 100.0% Change in Age Group 1990-2000; Total # Increase/Decrease a nd Change in Proportion(%) of each Age Group Deschutes Cou nty Region Oregon U.S. Age # % % # % # % UNDER 5 1,889 -0.8% 2,193 -1.0% 21,584 -0.6% 821,355 -0.6% 5 to 17, 7,369, -0.2% 9,685 -0.10/6 100,812, -0.2%. 7,868,025 0.7% 18 to 29 5,636 0.0% 6,543 -0.5% 82,225 -0.5% (1,526,019) -2.8% 30 to,49 11,233 -1.6%,- 1.4,097. -1.1%` 152,942 -0.8% 12,436,987 1.0% 50 to 64 9,591 3.4% 12,368 3.4% 174,662 2.9% 9,361,849 1.8% 65 and up, 4,691 =0.8% 51926 -0.8% 46,853 -1.0% 3,749,966 -0.1% Total 40,409 50,812 579,078 32,712,163 Growth Rate.of Age Groups 1990-2000 . Deschu tes Co. Region State of Oregon United States Age # # % # % UNDER 5 1,889 36.4% 2,193 28.8% 21,584 10.7% 821,355 4.5% 5 to 17. 7,369 52.1% 9,685. 48.7% 100,812 . 19.3% 7,868,025_ 17.4% 18 to 29 5,636 53.6% 6,543 44.4% 82,225 17.1% (1,526,019) -3.2% 30 to 49, 111233 46.2% 14,097 44.3% 152,942 .17.3% ,12,436,987 17,0% 50 to 64 9,591 92.0% 12,368 86.2% 174,662 47.8% 9,361,849 28.8% 65 and,up ; 4,691; 45.1% 5,926 41.36/.. 461853 12.0% _ 3,249,966 12,0% Total Population Increase 40,409 35.0% 50,812 33.1% 579,078 16.9% 32,712,033 11.6% • Source: ESRI Data and Maps Copyiight.1996,199t1 J J: CD 1 - "ESRI Data and WDS Coovdaht 2001-2005 DVD 1.6 Number and Percent (of age group) of Disabled Residents by Community 2000 Desch. River 2000 Bend.. Redmond . Sisters, -=.-La_Pine Woods Terrebonne Oregon Population 5 to 20 Years 770(6.9%). 299(8.7%) 14(6.1%) 113(9.9%) 84(7.4%) 35(8.6%) 8.20% .4,326. 1,296.' 105 855 Population 2116 64 Years (1.7,50/6) (20.8%) (25.4%) 573(20.2%) 187(20.8%) 18%, 2,285 561 Population 65 Years and Older (38.1%) 703 (40.9%) 46 (37.7%) (46.4%) 167(39.7%) 81 (43.1%) 41.50% _ . 1,529 Total 7,381 (15%) 2,298(17%) 165 (17%)... (26%) ` 824(17%) 303(20%) 17% Deschutes County Coordinated Human Services Public Transportation Plan Page 24 1.7 Forecasts of Central Oregon's Senior Population 2005 - 2040 Area Total % increase % of T,. tal Population 60-64 65-69 70-74 75-79 80-84 85+ Total since 2005 Oregon Total 3,618,200 168,846 124,832 101,126 88,999 71,763 67,597 623,164 17.2': Deschutes County 139,994 7,567 5,815 4,221 3,499 2,533 2,257 25,893 18.51 TRI- Tri-County Total, 181,520 COUNTY TOTAL 33,955 18.7".; Year 2010 Total Area Population 60-64 65-69 70-74 75-79 80-84 85+ Oregon Total 3,843,900 228,279• „ 159,820: 112,772 . 85,347 67,733 76272 '7301223 17.2% 19.0°0 Deschutes County 158,792 11,175 7,875 5,412 3,656 2,765 2,825 33,708 30.2% 21.2"0 TRI- ~ , O Tri-Coun ty-Total . 204,012 : . TOTAL, ,:C ,43 163 , , 27.1% 21.2' p Year 2015 Total Area Population 60-64 65-69 70-74 75-79 80-84 85+ Oregon Total 4,095,708 ' 1 :217,832 ; . 145,136 95,840_.. 65,626.1 81,172 % 868,076 39.3% ` 21.2,.a Deschutes County 178,418 13,669 11,644 7,329 4,689 2,903 3,367 43,601 68.4% 24.4'6 TRI COUNTY Tri-County Total 227,746 TOTAL 49,274 .45.1% 21.6"o Year 2020 Total Area Population 60-64 65-69 70-74 75-79 80-84 85+ Oregon Total .4,359,258 267;583 , 251,301. : 198,776 124,275, 74,495 _ 84,909 1,001,339 '.60;7% 23:0`b Deschutes , , County 197,150 15,216 14,157 10,820 6,359 3,738 3,842 54,133 109.1% 27.5' a TRI= . - COUNTY Tri-County Total . _ 250,805 TOTAL 66,606 96;2% 26.6 '6 Year 2030 Total Area Population 60-64 65-69 7074 75-79 80-84 85+ Oregon Total 41891,225 26,1.1311 , 253,683: 1237,821 201,646__ 137,799 . , 1.19,971 . 1,212,234 _ 94.5% 24.8` ro Deschutes County 229,933 15,524 15,621 14,568 11,409 7,494 6,071 70,686 173.0% 30.7'0 TRI- :000NTY Tri-County Total 293,560 TOTAL . 86,238 154.0% 29.4'16, Year 2040 Total Area Population 60-64 65-69 70-74 75-79 80-84 85+ Oregon Total 5,425,408. 297,787 : 268,516. 235,769, 208,589.. 171,55t , 2' 3,094 1,395,306.., ,,.123.9% 25.7'1o Deschutes County 257,088 18,646 17,838 14,925 12,729 10,356 11,644 86,138 232.7% 33.5 ro 7RI- COUNTY Tri-County Total, 331,734 TOTAL . 104,789 208.6% 31.6/0 Source: Office of Economic Analysis, Department of Administrative Services. State of Oregon, April, 2004 Deschutes County Coordinated Human Services Public Transportation Plan Page 25 Z Income and Employment Deschutes 2.1 Income and Workforce County Region Oregon Average Annual Nonfarm Employment 2001 53,230 65,500, 1,593,600 2002 53,580 65,680 1,572,300 2003 54,687 66,898 1,563,650 2004. 58,487 71,285 1,595,683 2005 63,029 76,369 1,652,859 Source: Oregon Employment Department Average Wage per Job 19.93 $20,652: N/A $23.654. 1995 $21,572 N/A $25,399 1997 $22,882 . N/A $27,968 1999 $25,352 N/A $30,340 2001 $27,089. N/A $32,655 2003 $29,118 $28,934 $34,446 2004 : :$30;080. $29,921.. _ $35,621 2005 $31,492 $31,238 $36,591 Source: Oregon Employment Department Per Capita Personal Income 1999 $25,636 N/A $2.6,481x. . 2001 $27,805 N/A $28,507 2003 _ .$28,616; $29,161 2004 $29,853 N/A $30,561 Source: US Bureau of Economic Analysis; REIS Median Household Income (Family of 4) .2000 $41,600. N/A $46,000. 2001 $44,200 N/A $47,800 2002 . $45.000 N/A.. $48.900 2003 $54,200 N/A $56,300 2004 , .,$57,800 :,N/A. $58,600 2005 $57,800 N/A $58,600 Source: 2005 Central Oregon Area Profile; Economic Develo merit for Central Ore gon Rates Crook County Dechutes County Jefferson County Oregon 1990, 6.8 5:4. 6.3 5.4, 1995 7.9 6.6 6.1 4.9 2000 7,.2 5.4 5 5.1 2001 8.3 6.4 6.8 6.4 2002 9.2.. 7.6 6.9 7.6 2004 8.1 6.6 6.4 7.3 2005 '6.7 5,5: 6.1 6.1 2006 6 4.6 5.7 5.4 January, 2007 7.6 5.6 7.7 6.0 Us 5.6. 5.6 4. 4.7 5.8 5.5 5.1 5.0 Deschutes County Coordinated Human Services Public Transportation Plan Page 26 2.3 Poverty Rates, 1993-2003 Crook Deschutes Jefferson Oregon U.S. Total Persons in Poverty 1993 1,759 9,712 2,732 406,722 39,264,811 1997 2,226 11,331 2,785 379,506 35,573,858 2000 2,357 11,561 2,692 361,280 31,581,086 2002 2,532 12,909 2,828 396,157 34,569,951 2003 2,496 13,761 2,845 423,918 35,861,170 Percent of Population in Poverty 1993 10.9% 10.6% 17.4% 13.2% 15.1% 1997 12.8% 10.6% 16.6% 11.6% 13.3% 2000 12.0% 9.6% 13.9% 10.6% 11.3% 2002 12.4% 10.0% 14.5% 11.3% 12.1% 2003 . 11.8% 10.3%. 14.4% 12.0% 12.5% . Children Under 18 in Poverty 1993 614; 3,281 1,138 146,719 15,727,492 1997 854 4,291 1,127 134,932 14,113,067 .2000 876 4,008 1,264 127,544 11,587,118 2002 791 4,162 1,131 127,481 12,132,645 2003 919 4,673 1,278 147,433 12,865,806 Percent of Children Under 18 in Poverty 1993 14.0% '14.7% 23.5%, 18.3% 22.7°/a 1997 18.6% 15.9% 23.0% 16.3% 19.9% 2000 17.6% - . 13.8% 22.3%: 15.1% 16.2% 2002 16.0% 13.8% 20.2% 15.1% 16.7% 2003 1.8.4% 15 2% ` - 224%. 17:4% 17.6%.. Poverty Statistics Source: US Census Bureau 2.4 Average Residential Home Prices Crook Bend Redmond Sisters.. Jefferson 2000 $95,753 $197,682 $124,696 $275,070 $91,108 2001,..•, : _ . $106,524 _ • ,$208,097 .$136,481 $249,994- $93,302 2002 $104,633 $225,866 $147,515 $279,057 ; $90,818 2003, $111,434, . $235;882 - $162,377 " $317,400 $98,239 - 2004 $120,430 $271,457 $182,759 $358,066 $106,052 2005. 4154,906 ` $334,570" $228,238 $449,979, $131,493: .2006. .$212,173 $406,122.'; $292,268 $514,259 $170,228 % change 2000-2005 61.8% 69.2% 81.4% 63.6% 44.3% change 2004-2005 28.6%,, :23.3% , • 23. S%o 25.7% 24.0% Median Home Prices 2000.. $88,200. - :i`16.3,000. $116,900 $232,000 $83,000 2001 $106,000 $168,950 $125,000 $235,000 $87,000 2002 $99,400. $1831.5061 $135,125. $247,070 $87,500. 2003 $105,450 $195,000 $148,567 $270,000 $95,000 2004. $11,4 928 $227,500 $158,500 $308,500 $104,000. 2005 $149,275 $279,000 $198,818 $394,250 $133,500 2006 $195,500 $351,978 $262,749 $460,000 $165,080 % change 2000-2005 69.2% 71.2% 67.2% 69.9% 60.8% % change 2004-2005 29.9% 23.0% 25.4% 27.8% 28.4% Deschutes County Coordinated Human Services Public Transportation Plan Page 27 3. Transportation Data 3.1 Average Travel Time to Work - Region compared to Oregon 21 to 30 Work at 5 min, or less 6 to 16 min. 11 to 20 min. min. 31 or more home Region - 2000 25.60% 21.70% 21.90% 14.50% 10.00% 4.70% Oregon - 2000 16.60%, 17,20%' , 29.80% 15.30%. 15.30% 4.20% Region - 2004 23.30% 19.00% 31.90% 9.60% 11.50% 4.70% Oregon - 2004 17.50% 14.70%. 32.50% 15.10% . ,15.70% 4.50% Source: Oregon Office of Economic Analysis -Oregon Population Survey , 2004 and 2000 3.2 Mean Travel Time to Work by County - Measured in Minutes Crook Deschutes Jefferson.. Oregon U.S.. 2000 18.7 18.7 20.9 22.2 25.5 Source: US Census, 2000 3.3 Commuting to Another County , 1990-2000 Crook Deschutes Jefferson Share of Residents Commuting to Another County for Work,: 1990 and 2000 1990 14.00% 5.90% 15.70% 2000 19.60% 5.80% 24.40%.' Share of Countys Jobs Held by its Residents -1990 and 2000 _ 1990 84.90% 94.20% .8710°/q.` 2000 84.50% 93.20% 85.50% Source: Oregon Employment DepartmendUS . Census. Place of 3.4 Where Employees Live by Community. 2006 Work Place of.residence Bend Sisters , .,.Redmond Prineville Madras Culver;, Metolius_ Bend 76.7% 19.3% 19.2% 3.5% 14.5% 0.3% 0.0% Sisters '3.80/q 63:0%. 0.7% ;0:1%' 1.0%` 0,0%0 0.0%; . , Redmond 10.0% 15.3% 52.9% 9.2% 7.3% 22.6% 0.0% Prineville. 0.6% 11, 9% 84 4°!0 ' . :,8,0%,1 3.0% 0.0% Madras 0.9% 1.3% 3.2% 1.8% 55.2% 17.0% 0.0% Culver 0.00' : 0,0% . . 0.4% 0.4% 7,5% 53.T% 0.0% Metolius 0.1% 0.0% 0.9% 0.4% 1.1% 3.4% 75.0% La Pine.; 0.0% 0.0% 0.0% 1,3% 0.0% ,0.0% Warm Springs 0.3% 0.0% 0.0% 0.0% 2.0% 0.0% 0.0% Other 0.5% . 0.0%. 0.0% 0.0% 0.0% 25.0% # of Businesses Surveyed 44 8 15 27 17 7 1 # of Employees Surveyed ..2,337 192, 1,134 1,291 200 163 4 Source: Employer Survey, Central Oregon Workforce Housing Needs Assessment, CORHA, Deschutes County Coordinated Human Services Public Transportation Plan Page 28 3.5 Carpool Rates - Workers 16 and Older Crook Deschutes Jefferson . Oregon U.S.. . 1990 13.55% 12.60% 16.90% 12.76% 13.29% 2000 18.00% 13.10%, 19.40% 12.20% 12.20% Source: US Census, 2000 and 1990 3.6. Oregon Average Gas Prices Since August, 2002 Regular Gas Regular Gas Price (us SrG) 60 Month Average Retail Price Chart Price (us $IG) 3 41 Oregon 3 41 . . . 3.20 ~ - - - 3.20 2.98 - i - f° - 2.98 2.77 - - - 277 ; 2.56 - - - 2.56 2.35 - - - - - - - - - - - , - - 2.35 2.13 - + - - - r._._. - - 2.13 1.92 i._._..._...i...-., ' - 1.92 -'-....i 1.71 - 1.7 1 1 .49 - - LN 1 49 1.26 m N t m CO E w u, v in - W ti w f .28 O N l.~ A CAS. 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Q U .C ~ ~ p J a a) U 7 m - 0 d w (D 7 C c i U •C G E c E 'D U L € N cu z " N N c U y o E 0 U 0 U c a~ = y w o `2 E Q c co 'c ~ a~ 0 d m c E 2 c r7, E -o m ~ ca O J 0 E 0 c ° ) ° " . ~ E o a~ i a) a o a' _ Q c v 3 a _ O Q ` Q U w > O > m c c cn m ? _ _ c c Q 3 in v i N > ~ v ' v o O o Y ~ ca C o a) m m o 0 O 0 0 0 a) 0 0 ~ 0 C W N W O W ~ W 7 W O c9 O z (A _ 7 ~ J o J 0 O a. ' (n O U) Q > N C > o > N 0 0 m (n v M O m a c 0 ~q a C N N u a u .2 a l/1 C E x v C O U c U L v U) C d .6 C O C. N L L_ .L+ (a fa fa _ _ _ L RS fa m O (`6 C C •O N C C N C C C N C 4) > U o U 0 0 3 3 O c a) U) N U) U) a ) r- W a ) a~ w w ; a~ 7 > C L cn E L E L 0 cn N E E U) U) E a) S O O O a) S S y d o r- 0 ft C. r r y d N O ~ c M W = O N W 0 N ~ C N N > O N N _ N CL U Q tt O L LL U c ~ o N ~ m -a c Q m U ~ 0 a) to to Ln M N m a c _o tom' CL c m F- Z 2 c a O U c U v 0 Appendix C - Resource Analysis Deschutes County Transportation Coordination Project a. Provider Inventory This inventory is based primarily on the Transportation Resources Survey conducted by the Deschutes County Transportation Coordination Project Steering Committee, as well as previous surveys and research conducted by COIC. The goals of the resource analysis process include: • To identify gaps in transportation service in the region • To identify resources that are available as we begin working to create a coordinated community transportation system Following is a list of providers that provide services within Deschutes County: Identified Deschutes County Transportation Providers Operator Class Type of Service Adventure Taxi Service private cab company American Smile Transport non-profit client transport Bend Area Transit public transit provider Bend City Cab Company private cab company Bend La Pine School District public student transport Bend Metro Parks and Rec District public client transport Black Butte Ranch Employee Shuttle private employee shuttle Boys and Girls Club of Central Oregon non-profit client transport Central Oregon Breeze and Central Oregon Airport Shuttle private bus company Central Oregon Cabulance private cab company Central Cascade Lines non-profit bus company Central Oregon Charters private bus company Central Oregon Community College public Student transport Central Oregon Council on Aging non-profit Dial-A-Ride COIC/Crook County public Dial-A-Ride Central Oregon Parks and Rec. District public client transport Central Oregon Resources for Independent Living non-profit client transport Columbia Aircraft Employee Shuttle private employee shuttle Crook County Veterans Transport public client Shuttle DHS Volunteer Services public client transport - volunteer drivers Executive Limousine and Shuttle private cab company Grant County Transportation District - People Mover public general public Green Energy Transportation and Tour private cab company High Desert Express private cab company High Desert Wheelchair Transport private cab company Interfaith Volunteer Caregivers non-profit client transport - volunteer drivers Interstate Tours private charter bus company Mt. Bachelor Employee Shuttle private employee shuttle Opportunity Foundation of Central Oregon non-profit client transport Owl Taxi private cab company Neighbor Impact Head Start non-profit client transport Redmond School District public student transport Redmond Taxi private cab company Residential Assistance Program non-profit client transport Sisters School District public student transport Sunriver Resort Employee Shuttle private employee shuttle inter-community Providers: The following providers offer transportation services between Deschutes County communities: A. Sisters to Send. • American Smile • Bend City Cab • Cascade Shuttle • Central Oregon Cabulance • High Desert Wheelchair • Oregon Department of Human Services - Volunteer Services S. Sisters to Redmond. • Black Butte Ranch employee shuttle • American Smile • Bend City Cab • Cascade Shuttle • Central Oregon Cabulance • High Desert Wheelchair • Oregon Department of Human Services - Volunteer Services C. Redmond to Bend. • COCOA's Madras Dial-A-Ride offers service to Bend on Thursdays, with stops in Redmond en route • Columbia Air employee shuttle • Central Oregon Breeze • Green Energy Transportation • American Smile • Bend City Cab • Cascade Shuttle • Central Oregon Cabulance • High Desert Wheelchair • Oregon Department of Human Services - Volunteer Services D. Madras to Redmond. • COCOA's Madras Dial-A-Ride offers service to Bend on Thursdays, with stops in Redmond en route. • Central Oregon Breeze • American Smile • Bend City Cab • Cascade Shuttle • Central Oregon Cabulance • High Desert Wheelchair • Oregon Department of Human Services - Volunteer Services E. Prineville to Redmond. • COIC's Crook County Dial-A-Ride offers service to Redmond on Thursdays, with interconnection to the COCOA service to Bend • Crook County Veteran's Transportation • Central Oregon Breeze • American Smile Deschutes County Coordinated Human Services Public Transportation Plan Page 37 • Bend City Cab • Cascade Shuttle • Central Oregon Cabulance • High Desert Wheelchair • Oregon Department of Human Services - Volunteer Services F. Prineville to Bend; • Columbia Air employee shuttle • Central Oregon Breeze (via Redmond) • American Smile • Bend City Cab • Cascade Shuttle • Central Oregon Cabulance • High Desert Wheelchair • Oregon Department of Human Services - Volunteer Services G. La Pine to Bend: • Sunriver Resort employee shuttle • Central Cascade Lines • COCOA Dial-a-Ride, once per week • American Smile • Bend City Cab • Cascade Shuttle • Central Oregon Cabulance • High Desert Wheelchair • Oregon Department of Human Services - Volunteer Services Deschutes County Coordinated Human Services Public Transportation Plan Page 38 a r 3 1A dl L Ql 4d m ! 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N V' (J 0) a m c 00 v 00 u v 0 c, Other transportation resources Cascades East Ride Center - Central Oregon Intergovernmental Council (COIC) The Cascades East Ride Center (CERC) is a medical ride brokerage that provides non-emergency rides to Medicaid eligible clients in Central Oregon. The CERC has a call center staff of four who schedule medical rides and perform dispatch services for the Crook County Dial-a-Ride. Breakdown of CERC for FY 2005-2006: a. Total Number of Medical Rides - 32,391 Breakdown: Stretcher Car - 84 Wheel Chair Vans - 10,222 Taxi Cabs - 22,058 Secured Transport - 27 b. Total Cost of Rides - $774,513 c. Average Cost per Ride (including administration) - $35.96 d. Administrative Capacity COIC/CERC Call Center: The CERC Call Center provides computerized ride scheduling and dispatch services for the Medical Ride Brokerage and the Crook County Dial-A-Ride system. COIC/CERC Administration: The COIC provides transportation provider billing, transportation provider quality assurance, and other associated administrative services for the Medical Ride Brokerage. Commute Options of Central Oregon: Commute Options administers and helps start up several vanpool and other "transportation demand management" services within Central Oregon. Deschutes County: Deschutes County's STF Coordinator staffs the STF Committee, and provides STF reports (to ODOT Public Transit Division) and fiscal administration. e, Public Transportation Funding Sources A variety of federal, state, and local funding sources can be used to implement public transportation projects and programs. A brief description of each of the fund sources, along with project programming information is provided below. Federal Funding Programs In August 2005, the Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users (SAFETEA-LU) was signed into law. SAFEATEA-LU built on the initiatives established in the two prior transportation legislation packages. Under these Acts, State and local governments were given more flexibility in determining transportation solutions, whether transit, highways, or multimodal projects. Federal Transit Administration (FTA) Funding The Federal Transit Administration carries out the federal mandate to improve public transportation systems. It is the principal source of federal assistance to help urban areas (and, to some extent, non-urban areas) plan, develop, and improve comprehensive public transportation systems. The funding programs administered by the FTA include, but are not limited to, the following: Sections 53031530415305 Metropolitan & Statewide Planning Section 5307 Large Urban Areas Section 5309 Discretionary Capital Program Section 5310 Elderly Persons and Persons with Disabilities Section 5311 Rural and Small Urban Areas Program Section 5311(b)(3) Rural Transit Assistance Program Section 5311(c) Public Transportation on Indian Reservations Program Section 5316 Jobs Access and Reverse Commute Program Section 5317 New Freedom Program University Transportation Centers Program (TEA-21 5505) A summary of these programs follows: SECTION 5303 FUNDS- METROPOLITAN AND STATEWIDE PLANNING Transit Section 5303 funds are part of the Transit Planning and Research Program. The Metropolitan planning funds are allocated to states under a formula apportionment. Typically, the 5303 allocations are spent for transit planning and coordination within metropolitan planning areas (areas with populations greater than 50,000). The match rate is generally 80% federal, 20% state or local. SECTION 5307 FUNDS - LARGE URBAN AREAS The Section 5307 Formula Grant Program makes funds available on the basis of a statutory formula to all urbanized areas in the country. For capital projects, the match rate is generally 80% federal, 20% state or local. Capital funds are used for transit maintenance (e.g., replacing buses), as well as other projects. For operating assistance, the match rate is 50% federal, 50% state or local. (Only Small Urban Areas - 50,000-200,000 population are allowed to use 5307 for operations.) SECTION 5309 FUNDS - DISCRETIONARY CAPITAL PROGRAM The transit capital investment program (Section 5309) provides capital assistance for three primary activities: 1) new and replacement buses and facilities, 2) modernization of existing rail systems, and 3) new fixed guideway systems (New Starts). Congress fully earmarks all funding available through this program. The match for New Starts funding is generally 80% federal, 20% local. Prior legislation required that at least 5.5% of the total funding allocation be used in non-urbanized areas (have not confirmed whether this carried into SAFEfEA-LU). SECTION 5310 FUNDS - ELDERLY PERSONS & PERSONS WITH DISABILITIES The Section 5310 program provides transportation services for the elderly and persons with disabilities. The funds may go to private nonprofit organizations or to public bodies that coordinate service. Funds can continue to be used for capital costs but acquisition of transportation services under contract, lease or other arrangements and state program administration are also eligible expenses. Section 5310 funds are awarded on an annual competitive basis. Capital projects are eligible for funding. The match rate is generally 80% Federal, 20% local. SECTION 5311 FUNDS - RURAL AND SMALL URBAN AREAS This program provides formula funding to states for the purpose of supporting public transportation in areas of less than 50,000 population. It is apportioned in proportion to each State's non-urbanized population. Funding may be used for capital, operating, State administration, and project administration expenses. Each state must use 15% of its annual apportionment to support intercity bus service, unless the Governor certifies that these needs of the state are adequately met. Projects to meet the requirements of the Americans with Disabilities Act, the Clean Air Act, or bicycle access projects, may be funded at 90% Federal match. The maximum FTA share for operating assistance is 50% of the net operating costs. SECTION 531103)(3) FUNDS - RURAL TRANSIT ASSISTANCE The Rural Transit Assistance Program provides a source of funding to assist in the design and implementation of training and technical assistance projects and other support services tailored to meet the needs of transit operators in nonurbanized areas. This program has both State and national program components. The State program provides an annual allocation to each State to develop and implement training and technical assistance programs in conjunction with the State's administration of the Section 5311 formula assistance program. The national program provides for the development of information and materials for use by local operators and State administering agencies and supports research and technical assistance projects of national interest. There is no Federal requirement for a local match. SECTION 531 1(c) FUNDS- PUBLIC TRANSPORTATION ON INDIAN RESERVATIONS The purpose of this program is to provide public transportation on Indian reservations through a set aside of Section 5311 Program funds for direct grants to Indian Tribes. Allocations of these funds and terms and conditions for awarding grants are to be determined after outreach to stakeholders. SECTION 5316 FUNDS - JOBS ACCESS AND REVERSE COMMUTE The twofold purpose of the JARC program is (1) to develop transportation services designed to transport low-income individuals to and from jobs, and (2) to develop transportation services for residents of urban centers and rural and suburban areas to suburban employment opportunities. Emphasis is placed on projects that use public transportation services. The Federal/local share is 50/50. Deschutes County Coordinated Human Services Public Transportation Plan Page 44 SECTION 5317 FUNDS - NEW FREEDOM PROGRAM The purpose of this program is to encourage services and facility improvements to address the transportation needs of persons with disabilities that go beyond those required by the Americans with Disabilities Act. Funds will be allocated through a formula based upon the population of persons with disabilities in each state. Funds can be used for capital and operating costs. This is a new program and the rules specifying its uses have not been finalized. Final guidance states all projects funded with New Freedom must be NEW services AND go beyond the minimum stands of the ADA. UNIVERSITY TRANSPORTATION CENTERS PROGRAM (TEA-21 55051 Grants for university transportation research are awarded to non-profit institutions of higher learning by the Research and Special Programs Administration. This program focuses on the transfer of knowledge relevant to national, state, and local issues, and builds professional capacity of the transportation workforce. Research and education activities address transportation planning, analysis and management, with special emphasis on increasing the number of highly skilled individuals entering the field of transportation. Participating universities conduct basic and applied research, education programs that include multidisciplinary course work and participation in research, and ongoing programs of technology transfer that make research results available to potential users. The Federal share is 50%. Portland State University is a designated University Transportation Center. There may be opportunities for planning and research assistance projects in central Oregon. State Funding Programs STATE SPECIAL TRANSPORTATION FUND (STF) ODOTs Public Transit section administers a *discretionary grant program derived from state cigarette tax revenues that provides supplementary support for elderly and disabled transportation services. A competitive process has been established for awarding STF discretionary funds. STF funds are programmed on an annual basis. *Discretionary Grant Program Biennial solicitation for mainly capital projects that benefit seniors, people with disabilities, and low income individuals. Public Transit Division distributes 5310, New Freedom, ]arc, STF discretionary (portion not formula), Intercity, and 5311 capital funds through this program. Seventy five percent of the annual STF funding is distributed using a population-based formula to each transportation district or the county if there is not a district, and to Indian Tribes. These recipients are the STF Agencies and act as the governing body of their portion of the STF. Section 5311 is also distributed on a formula basis to general public systems. Local Options PROPERTY TAXES Local property taxes can be used to fund various transportation services, including public transportation services. The property tax caps imposed by Measure 5 may limit the ability to use this funding source. FAREBOx REVENUE Farebox revenues can help cover a percentage of the operating expense of a transit system. TRANSIENT ROOM TAX Many communities in central Oregon levy a tax on gross room receipts on hotel/motel rooms. These funds could be used to fund public transportation services. PAYROLL TAX Payroll taxes are used in some areas to support public transportation operations. FRANCHISE FEES Many communities in central Oregon charge franchise fees to various utilities that use public right-of-way. These revenues could be used to help fund public transportation services. Deschutes County Coordinated Human Services Public Transportation Plan Page 45 Appendix D - Project Participants Deschutes County Transportation Coordination Project Last Name First Name Organization Alsbury Rose La Pine Chamber of Commerce Arnold Chuck Bend Downtowners Association Azbell Tom Central Oregon Council on Aging Baney Tammy Deschutes County Commissioner Belzer Barbara Interfaith Action for Justice Blanco Osmar T-Mobile Bryce Robert W. Central Oregon Veterans Outreach Coleman Sherrin Oregon Department of Transportation Curley Kim Commute Options of Central Oregon Daly Mike Deschutes County Commissioner Daniele Gary WorkSource Central Oregon Disability Navigator Deke Tyler Bend Metropolitan Planning Organization (MPO) DeVoney Mark Oregon Department of Transportation Drew Kathy Deschutes County Mental Health Etzel Richard Interfaith Action for Justice Farrell Lynne Interfaith Volunteer Caregivers Flood Allan Bend Community Action Team Friend Karen Cascades East Ride Center/COIL Gardner Lin Oregon Department of Human Services Gerachty Patty Oregon Department of Human Services Harrison Wendy Oregon Vocational Rehabilitation Services/COIC Horton Don Bend Park & Recreation Jorgensen Steve Deschutes County Lewis Lupita Central Cascade Lines Lewis Ray Central Cascade Lines Mallea Janet Central Oregon Resources for Independent Living Maszk Carol Central Oregon Council on Aging Mills Cheryl Sisters Chamber of Commerce Minisce Jessica Express Personnel Monson Jeff Commute Options of Central Oregon Morris Roy Oregon Employment Department/Veterans Rep. Nielson Jeff Bend Chamber of Commerce Ornelas Heather Bend Area Transit Otteni Kristi La Pine Community Action Team Parsons Ron Oregon Department of Human Services Deschutes County Coordinated Human Services Public Transportation Plan Page 46 Last Name First Name Organization Patterson Michael City of Redmond Peterson Gary Redmond School District Prince Bud Redmond Economic Development Rexford John Bend-La Pine School District Ruel Nancy La Pine Community Action Team Russell Peter Deschutes County Community Development Sande Eric Redmond Chamber of Commerce Schindel Mark Old Farm District Neighborhood Association Schmidt Mike Bend Chamber of Commerce Shaber Kendell Deschutes County Commission on Children & Families Sharp Yesenia Bend Community Action Team and Latina Leadership, Education and Cultural Center Spreadborough Andrew Central Oregon Intergovernmental Council Stein Eileen City of Sisters Stevens Lindsey Central Oregon Resources for Independent Living Thom Laurie Redmond Community Action Team Timchak Karen Central Oregon Partnership Trego Judy Community Action Team of Sisters Tucker Lynda Central Cascade Lines Ure Judith Deschutes County Administration Van Der Hyde Dinah Oregon Department of Transportation Vizzini Dan Oregon Solutions Weeber Bob Opportunity Foundation White Jeff Central Oregon Coalition for Access Wilson Darrel Opportunity Foundation Zinkraf Gene Central Oregon Community College Deschutes County Coordinated Human Services Public Transportation Plan Page 47 ~ _T E C gG 2 0 { Deschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org AGENDA REQUEST & STAFF REPORT For Administrative Worksession Meeting of June 13, 2007 Use "tab" to move between fields, and use as much space as necessary within each field. Do not leave any f Ids incomplete. Agenda requests & backup must be submitted to the Board Secretary no later than noon of the Wednesday prior to the meeting to be included on the agenda. DATE: June 5, 2007 TO: Deschutes County Board of Commissioners FROM: Judith Ure, Administrative Services, 541-330-4627 TITLE OF AGENDA ITEM: Accept Central Oregon Mediation as the eligible grantee to receive Oregon Community Dispute Resolution Program funds. PUBLIC HEARING ON THIS DATE? No. BACKGROUND AND POLICY IMPLICATIONS: Every two years, the Oregon Office for Community Dispute Resolution (OOCDR) makes funds available through the Community Dispute Resolution Grant Program. These funds are disbursed to eligible local community dispute resolution programs through a publicly advertised application process coordinated by the affected counties in partnership with OOCDR. On March 28, 2007, the Deschute and Crook County Boards of Commissioners adopted a joint resolution to participate in the program and to engage in a selection process to award grant funds. That process has now been completed and Central Oregon Mediation has been identified by the OOCDR as the agency eligible to receive grant funds for the purpose of providing dispute resolution services in Deschutes and Crook Counties. Th( attached letter from OOCDR documents the results of the application process and requests Board acceptance of the selection. FISCAL IMPLICATIONS: None. Funds totaling $36,712 will be disbursed by the OOCDR directly to the grantee. RECOMMENDATION & ACTION REQUESTED: Officially accept Central Oregon Mediation as the eligible grantee to receive OOCDR funds for services provided in Deschutes County. ATTENDANCE: Judith Ure, Management Analyst. DISTRIBUTION OF DOCUMENTS: N/A 0 UNIVERSITY OF OREGON School of Law May 16, 2007 Carrie Heltzel Crook County Board of Commissioners Administrator Deschutes County Board of Commissioners c/o 1300 NW Wall Street, Suite 200 Bend, OR 97701-1960 Attention: Judith Ure RE: 2007-2009 Community Dispute Resolution Grants Dear Board of Commissioners: I am pleased to inform you that the Oregon Office for Community Dispute Resolution has completed its review of applications for grant funding under the Oregon Community Dispute Resolution Program Rules. The eligible program in your County is: ■ Central Oregon Mediation, Inc. At this point we ask that the County Board of Commissioners take action to officially select the eligible grantee to receive OOCDR funds on or before June 15th and that you notify me once that action has been taken. After I receive notice of your selection, I will work directly with the eligible applicant to sign a grant agreement and award the grant. A copy of the grant agreement will be provided to you. The grant agreement will be subject to authorization of ongoing funding by the 2007 Legislature. These grants help make it possible to educate the citizens of Oregon about mediation and assist them in finding effective ways to resolve their disputes peacefully. Thank you for your cooperation with and support of these efforts. Sincerely, Carrie Heltzel, Adminio Oregon Office for Community Dispute Resolution cc: Julie Sorick, Executive Director, Central Oregon Mediation OREGON OFFICE FOR COMMUNITY DISPUTE RESOLUTION 1515 Agate Street, 1221 University of Oregon, Eugene OR 97403-1221 T (541) 346-1623 F (541) 346-1564 http://oocdr.uoregon.edu DR, Ay 1 8 2001 BOARD OF COMMISSIONERS ADMINISTRATION An equal-oppnrlvnlfv, nffirmafivc ncfimi urslimfion commiund m -h-l dlversily -d -nipliancr- u•irh Ihrr Am-j-- i,nh Disn6ihh- Acl May 2, 2007 Judith Ure Deschutes County Board of Commissioners 1 130 NW I larriman Bend, OR 97701 Dear Ms. Ure: I am enclosing; the Central Oregon Mediation's Oregon Office for Convnunity Dispute Resolution (OOCDR) funding application for Crook, and Deschutes Counties for the 2007-2009 biennium. I look forward to the opportunity to work with you and the OOCDR to provide mediation services to the citizens ol'Central Oregon. ]'hank you for your continued support of community mediation in Central Oregon. Sincerely, Sorick utive Director Enc. Community Dispute Resolution Center 1029 NW 14th Street Bend, OR 97701 541 383-0187 www.centralorego nmedi atio n. com 2007-2009 Program Information Sheet Program County Crook County and Deschutes County Program Name Central Oregon Mediation, Inc. Program Address 1029 NW 14'h Street, Bend, OR 97701 Phone 541-383-0187 Fax: 541-318-6265 _ Program Contact (name, title, and phone number) Julie Sorick, Executive Director - 541-383-0187 Applicant Status: Government entity name: Umbrella nonprofit organization name: State registration number: Federal tax exemption number Program Budget Summary: OOCDR Funds Requested Central Oreuon Mediation, Inc_ 26597 93-1247063 Deschutes: $ 36,712 Crook: $ 6,823 If awarded, this grant will constitute what percentage of applicant's total budget'? Deschutes 16% Crook 23% Matching Funds Requirements: First grant year - 10% of the OOCDR grant amount fbr that year; second year - 25%; third year 50%; fourth year - 75%: and fifth year and beyond - 100% (see OAR 718-020-0050) Applicant is current or former OOCDR grantee? Yes X No If yes, identify grant periods and amount of OOCDR grant funds awarded: County FY 98-99 FY 99-00 FY 00-01 FY 01-02 FY 02-03 FY 03-04 FY 05-0 7 Deschutes 14,000 15,595 15,596 20,410 20,930 36,900 38,172 Crook 2,361 2,361 2,410 3,180 3,450 7,094 Identify matching percentage needed: 2005-2006:100% 2006-2007: 100% Part C. Narrative: 1. Mission Statement and Goals The mission of the Central Oregon Mediation (COM) is "to provide alternative dispute resolution services and education on conflict management skills to the citizens of Central Oregon." To carry out this mission, COM strives to provide both mediation services and educational services to the cone nunity. We strive tm a community approach, using an all-volunteer mediator roster and holding mediations in community locations near those individuals who are seeking services. Our services to individuals are offered with no Im, \Qt i contributions accepted and always appreciated. Another important program objective is to keep resoluti m in the hands of the disputing parties and out of the hands of the already overburdened police departments, ( ity and county governments, and/or the court system. COM's goals for educational services are to provide basic and advanced training of volunteer mediators and public education on conflict resolution to the general public- The program began by giving COM orient,ition to existing, trained court mediators. In addition, COM conducted and continues to conduct basic mediat on training as needed and advanced in-service training several times per year. Our community education classes have been conducted in several forums and are being developed as requests to our program. We have offered and will continue to offer classes to neighborhood associations, homeowner's groups, habitat Ibi humanity clients, Family Empowerment Program clients, and juvenile department affiliated youth. Son e of the topics that we have offered include basic and advanced communications skills, , conflict managemen organizational conflict management, These goals are the same for the entire Deschutes and Crook Counties. 2. Description of Services COM proposes to provide mediation services and educational services as stated in OAR 718-020-0020 it the following means: a. COM's goal is to provide access to community mediation to every citizen in the counties we sere.!. Our objective is to create an infrastructure of volunteers in each community that is identifiable wi It alternative dispute resolution and able to represent COM's services and access to services. Our objective is to create an ongoing recognition of the mediation process and COM by offering community education through social service groups, private, government and public organization:. b. COM attempts to address problems related to community growth and development, neighborhood issues related to noise, animals, and traffic, and other general issues related to financial, family, interpersonal, landlord/tenant, consumer/business, property, land use, school, workplace, living arrangements, pre-citation, pre-filing, as well as issues that are non-legal in nature. In addition, w provide small claims mediation for the local Deschutes County Justice Court. c. Recruitment of volunteers for COM is done by media releases, discussion at events and presentations and active recruitment by staff and board by personal invitation. Volunteers taking the Mediation Training Class, submit an application that is screened and or interviews conducted prior to acceptance. All Mediators accepted into the program have a basic background check conducted. Alter completion of the Mediation Training, all volunteers are required to observe two or more mediations, then mentored with an experienced Mediator in a co-mediation model. The community volunteers who work with our program serve the community as COM board members, advisory committee members, case development and office assistants, and they provide mediation and facilitation services. The role ofvolunteers and volunteer mediators is crucial to the operation of'( ur program. d. Our program's proposed geographic area ofservice is Deschutes and Crook Counties. e. The number of people in Deschutes County is 141,382 and Crook County is 22,067 based on 200.Census. f. Based on the statistics from the previous years, growth in the community, and steady increase in case load, we anticipate serving approximately 1500 people with mediation and educational services in the coming year. g. Our program handles the following types of disputes: neighborhood issues related to noise, animals, traffic, small claims, financial, family, interpersonal, landlord/tenant, consumer/business, property, land use, school, workplace, living arrangements, pre-citation, pre-filing, as well as non-legal in nature. Mediation services are provided to the general public, public agencies, community organizations, the business community, and any other groups or individuals requesting services !or which community mediation services are appropriate. h. The number of cases that we expect to handle in 2007 is approximately 280 I . We offer table mediation, conciliation, phone mediation (in rare instances), and facilitation services. j. We average one to lour citizen education class per quarter. k. Our program goal is to offer a quarterly, 2-hour volunteer training on advanced mediation skills training. 1. The role of COM in the community is that of a non-profit organization. As such, generally, we do not offer duplicative services. In addition, we have a screening process that determines appropriateness for our program. Instances where this may apply would be where a threat of violence exists, where court restraining orders are in effect, or if the applicant is seeking services other th; n mediation (such as counseling or legal advice). m. Our program office is ADA accessible. In addition, we offer mediation sessions at locations tha,. are accessible and appropriate for the parties involved. 3. Orijanizational Structure The COM is a private non-profit organization with a ten-member Board of Directors. The Board has fiscal and progranunatic oversight of the organization. The program currently has two paid employee, an Executive Director and a Volunteer Coordinator. The Executive Director is responsible to the Board of Directors. The Director oversees all aspects of intake, case development and mediation services, serves as liaison to the Board, promotes the program, coordinates with referring agencies, obtains funding, and performs administrative tasks. The Volunteer Coordinator coordinates volunteers, participates in case development and coordinates mediations. COM currently has 55 volunteer mediators. Mediations are conducted primarily by volunteers. Both statfinembers have completed the 32 hour Basic Mediation Training. Volunteers also help provide community education programs and outreach presentations. See allached organizational chat-1. 4. Mediator Recruitment Volunteers are recruited through news releases, public services announcements, and with educational presentations. Such announcements are issued prior to a basic training being conducted. Trainings are conducted as the need for volunteer mediators dictates. Several of our volunteers are willing and able to travel within the region in order to conduct mediations. 5. Mediator Trainine We conducted a Mediation Training in March of 2007. The basic 32-hour training is offered to new mediators who will be volunteering for the program with only a fee for materials. The training curricula n meets the standards set forth by ODRC in 718-020-0070. The basic mediation curriculum is established vith the trainer prior to the training, and always includes opportunities for role play, conflict management and the nature and causes of conflict, communication and negotiation techniques, mediation practice and process mediation ethics, confidentiality, and program practices. In terms of the apprenticeship program, newly trained mediators first observe two or more mediations. .Uer they complete observations, they are paired with an experienced co-mediator for their first mediations. We have a roster of 32 experienced "mentor" mediators - those who are not only excellent mediators, but ar skilled at sharing information and giving feedback. The Director can be present ibr briefing and debricling with new mediators and their mentors when possible. Once the new mediator feels comfortable in their role, they may be paired with any mediator on the program roster. Since our program uses a co-mediation rn.)del primarily, peer accountability is expected. Prior to being a volunteer with COM, all mediators are provided with a Mediator Handbook--an index o ' information for the new volunteer mediator. The Handbook includes program description and policies for training, ethics, and confidentiality; program forms; Board, staff and mediator rosters. It is COM policy that all mediators keep their skills honed by attending at least two 2-hour trainings eve ry year. COM thereby ensures that quality services are provided to all clients. The Board of Directors is committed to providing both basic and advanced training opportunities to volunteers at no cost. Topics for in-service are chosen based on input from mediators and needs of staff Failure to attend an annual in- service training results in a volunteer being `inactive' on our roster until they attend another training. This policy helps us keep up with normal attrition. Our in-service trainings are also open to other volunteer mediators in the community, such as those affiliated with the court programs. In this way, our program I as actually recruited trained, skilled volunteer mediators. 6. Publicity and Outreach COM's public information program consists of media releases, advertising through public service announcements, radio and classified ads, public speaking to both general and targeted groups, and interagency partnerships. Various television news and information broadcasts, radio interviews, public service announcements, and newspaper articles have appeared which have increased local awareness of COM services and volunteer opportunities. Board members, staff, and volunteers make numerous presentations to local government groups and staff, professional associations, non-profit, and service organizations. Additionally, informal partnerships have been established with local public agencies for referrals from law enforcement and other regulatory departments. Printed brochures and cards are widely distributed by law enforcement officers, public agencies, private non-profit agencies, and outreach coordinators. a. We publish press releases as the need dictates-when we have an event or activity that warrants a publicity or press releases. b. We offer between four to eight outreach presentations annually in each county. c. We have a new website, wlvw.centralrn-e()onmediat.ion_com that provides information on mediation services and the process and how to access. It is interactive and we receive many e-mails requesting services or information. Our site comes up in the first 5% of search engines for mediation in centr tl Oregon. 7. Personnel See enclosed personnel policies and resume. 8. Evaluation a. Annual protlraro evaluation plans: There are several ways that we evaluate our program and services annually. We ask our volunteers to evaluate basic and in-service trainings that we conduc . as well as to give us input on future training topics. We host an annual program for community partners, including funding partners and referral agencies. At these gatherings, we share program updates and statistics and get feedback on how we're doing and future directions. We also ask our community partners hove we can better serve (lie conurnmity. Our goals for FY07-09 include: 3 increasing public awareness about our program, increasing referrals and case load, expanding of r use of volunteers, diversifying funding sources, and increasing community education programs. Wr are interested in providing our services to more citizens in the region by diversifying our services and increasing outreach efforts. While most agencies have a theoretical understanding of what we do and support our program, regular contact and reminders results in more referrals. We are seeking; funds from new sources, including foundations and local govertunents in the region. COM is always interested in seeking ways to better and more effectively evaluate program services. b. Client Satisfaction determinant: 1. Sample Copies of Exit surveys/evaluations-Enclosed. 2. How grantee will conduct surveys-- COM asks all mediation participants to complete a exit survey at the end of their mediation. Individual results are often shared with the particular mediators involved; collective results are tabulated for our internal review, and sometimes shared with fenders and others interested in our program.. 3. How survey process has been coordinated with OOCDR-- COM is willing to participate with the OOCDR in the development of additional methods for evaluating our dispute resolution services in the community. 4. Compilation of aggregated responses-COM is willing and able to provide a comprehensive document that substantiates client satisfaction questionnaires. c. Board and Director Performance Evaluation The COM Board of Directors participates in an annual board retreat usually in September. As par of this retreat, the board reviews the board manual that has been created specifically for COM. As p, rt of this manual, there is a section of non-profit board involvement, responsibilities, dirties and obligations. In addition, there is a segment regarding board training. The manual also includes an evaluation piece for board members. The Executive Director undergoes an annual review/evaluation by the board President and/or Executive Committee. 9. Affirmative Action Statement It is the policy of the COM to assure that employment and client services are provided without regard to race, religion, sex, color, age, disability, or national origin. 10. Other Information Required N/A Part D. Letters of support (enclosed) Part E. Budget (Enclosed) Part F. Written Agreement of Collaboration: (,'OM is the only program applying for OOCDR funds for the 05-07 biennium. There is a clear delineation of cases between COM and the Court Mediation Program for small claims and TED cases through Circuit Court. We handle these cases before people file in court; the court program handles the cases after people file in court. We each refer cases to the other program when appropriate. COM is beginning to get a 1-ew referrals from small claims court when the plaintiff wishes to resolve the matter before the court date, wh :;h is currently about 4 months after the filing date. Mediation agreements reached through COM in these ca: -s can be entered into the court record to close the court case if the parties wish. Part G. Consent to Mediate/Confidentiality Statements: a. Applicant's written notice that mediation is voluntary 4 b. "Consent to Mediate" including voluntary statement--enclosed c. "Confidentiality Agreement"--enclosed ATTACHMENTS DESCRIPTION OF SERVICES - PART 3. ORGANIZATIONAL STRUCTURE PART 8. PERSONNEL POLICY STAFF INFORMATION PART 8. - b. CLIENT SATISFACTION - EVALUATION PART 8. - c. BOARD EVALUATION coM Organizational Chart OWNERS Board of Directors Executive Director Volunteers COM PERSONNEL POLICIES (Amended - August 2004) INTRODUCTION '1'licse personnel policies have been prepared to give you basic information on the policies, rules, procedures and benefits at COM. They are intended to provide sound principles defining the relationship between employees and COM. The Board of Directors of COM has responsibility for the development and updating of the Personnel Policies. They become effective after adoption by the Board of Directors of COM. Exceptions may be made to the policies only upon approval of the COM Board of Directors. The policies and benefits described herein are not intended to be conditions of employment. This personnel policy manual does not constitute an employment contract, expressed or implied. These policies cannot anticipate every situation or answer every question about employment. In order to maintain necessary flexibility in the administration of policies and procedure, COM reserves the right to modify, amend, or terminate these policies and benefits, in whole or in part, without prior notice, when such action is necessary. It is important thai all employees understand the terms and conditions of their employment status. COM is not able to guarantee or promise employment for any specific length of time. COM practices employment-at-will. This means that each employee enters into employment with COM on a voluntary basis and is free to resign at any time for any reason. Employment-at- will also means that COM is free to end the employment relationship with any employee at any time, as long as state or federal law does not prohibit the cause for termination. These personnel policies will supplement any personnel policies established by COM's payroll service. This edition of the COM Personnel Policy Manual supercedes all previous policies, procedures and benefits of COM, both oral and written and all past practices. EMPLOYEE CLASSIFICATION Regular Tull Time A regular lull tune employee works 32 hours per week and is eligible for all employee benefits as described in this manual. Re,ular Part Time A regular part tu»e employee works less than 32 hours per week, and may be eligible for pro- rated benefits. Tcm rar}. A temporary employee is hired for a special project, and for a short-tern period. A temporary employee may work any number of hours a week, but is not eligible for employee benefits. Non-Exempt / Exempt The federal Fair Labor Standards Act specifies criteria for categorizing jobs as exempt and non- exempt based on the salary and wages of a job in conjunction with its duties. Nun-exempl: an employee who is paid on an hourly basis and is subject to the minimum wage and overtime pay provisions. Such positions do not meet the criteria for exemption established by federal law. Exempt: an employee who is paid on a salary basis; and is exempt from minimum wage and overtime pay provisions. Such employees are expected to devote time as needed to complete assigned responsibilities. This classification includes executive, professional, and administrative positions that meet the criteria established by federal and state law. 2. EQUAL EMPLOYMENT OPPORTUNITY COM is an equal opportunity employer and does not discriminate on the basis of age, race, religion, sex, marital status, sexual orientation, or physical or mental handicap. COM will abide by all federal and state laws regarding employment practices. 3. PERSONNEL FILES COM will establish and maintain a personnel file for each employee. The employee has the right to review the content of this file and to receive a copy of the contents. Personnel files should contain at least the following: 1. Employment application or resume 2. Performance evaluations 3. Signed copy of confidentiality policy, employee confirmation sheet 4. Other uiformation regarding staff development, problem resolution procedures, worker's compensation claims, etc. 4. ATTENDANCE Attendance on the job is important to our operation. Frequent or unexplained absence from work, or tardiness in reporting for work will seriously impair the value of services to COM. If you must be absent, however, because of illness, accident or other unavoidable causes, be sure to telephone or otherwise advise your supervisor as soon as possible. 5. HOLIDAY PAY Regular full tint employees are given paid tune off for nine and one half holidays per year. These are: New Year's Day President's Day Memorial Day Independence Day Labor Day Veteran's Day Thanksgiving Day and the Friday alter 't'hanksgiving Day on Christmas Eve Christmas Dm" 2 If a paid holiday falls on a weekend, the employee will get the previous or follownng work day off. Part time employees do not receive holiday pay. New employees must be employed at least two full weeks before the week in which a holiday falls in order to receive holiday pay. 6. PAID LEAVE Regular- iull-time employees will accrue leave as follows: Length of Employment Vacation Da s/Year Sick Da vs/Year Personal Leave/Year 0-4 years 10 7 2 5`" year and beyond 15 7 2 Part time employees working at least 20 hours per week will accrue paid leave in the same manner as a full time employee but on a prorated basis on the number of regularly scheduled hours per week. Full time employees will accrue vacation time at a rate of six and two-thirds (6 2/3) hours per month for a total of eighty (80) hours per year for each of the first four years. For the fifth year and beyond, vacation time will accrue at ten (10) hours per month for a total of 120 hours per year. Accrued vacation leave shall not exceed thirty (30) days. Any unused vacation time will be paid at the time of termination of employment based on the applicable salary rate. Any accrued vacation time cannot be taken durung the first 90 days of employment. Sick Leave will accrue at a rate of four and two-thirds (4 2/3) hours per month 1br an annual maximum of 56 hours. Sick heave may be accrued from year to year, but in no event shall an employee be compensated for accrued Sick Leave at the time of employment termination. Sick leave may be taken at any time following date of employment subject only to the amount of leave that has accrued. Personal Leave of 2 days per year is available during the first year of employment and each year thereafter. Unused Personal Leave accrued expires on the employment anniversary date. 7. HEALTH INSURANCE - COM does not offer a health plan. Health benefits may be arranged on an individual basis. 8. UNPAID LEAVE All requests for time off 1br which the employee does not have sufficient paid leave time accrued must be submitted to the employee's supervisor ur writing. Such request will be considered on a case-by-case basis. 9. WORK DAY - A standard work day for regular full time employees in most instances is eight working hours and one hour off for lunch. However, work for exempt employees may involve irregular schedules and evening and weekend work to carry out assigned duties. 10. PAY PERIOD Employees will be paid every two weeks. Each employee must turn in a signed time card in accordance to the procedures established by CONVS payroll service. 11, PAY ADVANCE - An employee may request a salary advance for personal emergencies in an amount up to the amount earned through the date of the request. 12. OVERTIME PAY Hourly (i.e. non-exempt) employees will receive overtime pay at the rate of time and one half for hours worked aver 40 hours in each work week. Time paid but not worked, such as holiday pay, or personal leave pay shall not be included when computing the hours worked for overtime pay. 13. FLEXTIME Flextime is used when an employee works a modified work schedule to accommodate job demands (e.g. evening meetings) or the employee's personal needs (e-g. child care arrangements). Flexti ne is encouraged and should be arranged with the employee's supervisor. 14. PAYMENT AFTER TERMINATION OR RESIGNATION Those employees who decide to resign from COM are asked to give at least two weeks notice. Employees who resign and provide COM at least two days notice (excluding weekends and holidays) shall immediately be paid upon termination of work all amounts owing to the employee for time worked and all accrued personal leave pay, if any for the current year. Employees who resign and fail to give at least two days notice (excluding weekends and holidays) shall be paid amounts owing to employee within five (5) days of employee's last day of work or at the employee's next scheduled regular pay day, whichever occurs first. 15. TRAINING AND CONFERENCE, ATTENDANCE Employees are encouraged to participate in training and conferences to enhance their skills and knowledge. Participation in these opportunities will be determined on the basis of value to the employee and to the organization, as well as consideration of merit, seniority, and tine organization's training budget. The employee's supervisor will approve any conference or training participation. Attendance at some training sessions and conferences may be mandatory. Employees attending any approved training or conference will be paid for their time at their regular pay rate. 16. TRAVEL, AND EXPENSE REIMBURSEMENT COM will reimburse employees for their reasonable costs and out of pocket expenses while traveling on or otherwise conducting COM business. Covered expenses include mileage, meals, and lodging. Employees must submit receipts for reimbursement or a mileage reimbursement request for mileage. Mileage will be reimbursed at a rate of .485 cents per mile or current reimbursement policy Deschutes County Meal reimbursement uses the following guidelines, including tips: Breakfast $7.50 Lunch $7.50 Dinner $15.00 17. WORKFWS COMPENSATION All employees, while engaged in job-related activities, are insured for on-the-job accidents and related disability by Oregon Worker's Compensation Insurance. All employees must notify their supervisor and the payroll service within 24 hours of any accident, injury, or illness arising out of employment so that an incident report can be completed for insurance purposes. 18. fURY DUTY A regular full-time employee called for jury duty may be excused from work with pay and without charge against their personal leave for a maximum of two weeks. Any jury duty stipend received by the employee will be deducted from the employee's pay. The employee's supervisor must be notified at least two weeks before the start of jury duty or as soon as the employee receives the summons. The employee is expected to work during jury duty to the extent possible. 19. NO SMOKING WORKPLACE COM does not allow smoking in COM offices. 20. IIARASSMENT Harassment is a form of misconduct that undermines the workplace and interferes with an employee's work effectiveness. Specifically forbidden is harassment of a sexual, racial, ethnic, religious, disability, sexual orientation, or age related issue. No employee should be subjected to unsolicited and unwelcome conduct, verbal, sexual, or physical. Sexual harassment includes: unwelcome sexual continents, advances, requests for sexual favors or physical contact of a sexual nature when: submission (or refusal) to the conduct involves a condition of the individual's employment, either stated or implied; or the conduct unreasonably interferes with the individual's job performance or creates a work environment that is intimidating, hostile or offensive. Racial, ethnic religious, disability, sexual orientation. or age harassment include: derogatory comments, display of objects or printed materials which are degrading, slurs or name calling, or any conduct regarding the above personal attributes which have the purpose or effect of creating an offensive work environment. Employees who experience any form of harassment should report immediately to their supervisor or to any other person who the employee feels comfortable reporting to and who has authority to deal with harassment connplauits. Complaints of harassment will be dealt with promptly. An employee who harasses another employee will be disciplined as in any other case of serious, illegal employee misconduct. 21. DRUG-FREE WORKPLACE COM maintains a drug- and alcoliol-free enviroivnent for the mutual benefit of our employees -ind the public that we serve. COM prohibits any employee from selling, using, offering, or being under the influence of ally intoxicating substance while on the job. Intoxicating substances include. but are not limited to: alcohol, amphetamines, barbituates, benzodiapines, canaboids, cocaine; unethaqualone. opiates, and phencyclidine. If the substance impairs the productivity of the employee or the safety of their surroundings, the substance is considered an intoxicating substance. An employee is considered under the influence if the substance is present in that person's body. If an employee is on a prescription drug that may impair behavior or productivity, the employee's supervisor must be made aware of this fact. 22. PERFORMANCE REVIEWS Your performance is important to COM. Our performance review program is designed to provide a basis for better understanding between you and your supervisor with respect to your job performance. You will have a chance to discuss what you are doing well, your professional goals, and what you are doing that could be improved. New, regular employees will receive a formal, written performance evaluation six months following their date of hire. Thereafter, employees will receive an annual, written evaluation within 30 days following the anniversary of their date of hire. In addition to formal evaluations, informal verbal or written performance evaluations are encouraged from a supervisor. Formal, written evaluations consist of these steps: A written self-evaluation, a written evaluation of the employee by the supervisor, and a joint discussion about both between the employee and supervisor. As a final step, the supervisor will prepare a written summary of this discussion, which the employee can read and add continents to. The final summary will include all of these documents as attachments and will be signed by both employee and supervisor and will be added to the employee's personnel file. Good performance reviews are not a guarantee of wage, salary, or benefit increases, advancement, or continued employment. Consistently poor performance reviews may lead to disciplinary actions including termination. 23. PROBLEM RESOLUTION PROCEDURE COM desires to assist employees in resolving misunderstandings and problems that arise at work. If an employee believes he or she is not being treated with respect or not being treated fairly, or if an employee suspects that a mistake has been made in the administration of a policy, practice, or condition of employment, the employee has the responsibility to inform their supervisor so that they can resolve the matter promptly and effectively. COM employees are encouraged to use the following procedure as a guideline in resolving a dispute: I) Try to resolve the problem with an informal, verbal discussion between yourself and the party with whom you have the problem. 6 2) If you cannot reach an acceptable resolution within 5 days of initiating an informal discussion, then you may file a written statement with your supervisor within an additional 5 days. 3) The supervisor will investigate the matter you raise, and will attempt to resolve the matter within 10 days of receiving; your written statement. 4) If you are not satisfied with how your supervisor resolves your problem or complaint, you may request within another 30 days Mediation as outlined below. The employee must make this request ul writing to their supervisor. 5) Mediation is an effort to resolve a conflict by using a qualified mediator acting as an outside, third party. Participation in mediation is voluntary. Parties are not bound to reach a settlement; any settlement will be voluntarily agreed to by all parties vnvolved in the mediation. Examples of conflicts that may require an outside mediator include: allegations of illegal or unfair treatment, or allegations of the failure of COM to fulfill an employment-related pronnise. Once requested, the supervisor will make arrangements for mediation. COM will pay fees and expenses of mediators, and any administrative costs. The employee is responsible for their own expenses that result from the employee's postponement of a scheduled mediation. 24. CONFIDENTIALITY COM mediation sessions and mediation communications must be held confidential by all COM employees in accordance with the standards set forth by Oregon Laws. All employees will sign a Confidentiality Policy statement that affirms their commitment to maintain client confidentiality. Confidentiality issues within COM may appear complicated or ambiguous at times. Any employee with questions about confidentiality should ask their supervisor for clarification. Employee Confirmation Sheet I have read and understand all of the policies outlined in these Personnel Policies. If there is anything in the policies that I do not understand, it is my responsibility to ask my supervisor for clarification. Employee name Employee signature Date The original of this document is to be kept in the employee's file. EQUAL OPPORTUNITY POLICY Central Oregon Mediation is an equal opportunity employer, prohibiting employment discrimination based on race, color, religion, sex and national origin, in accordance with Title VII of the Civil Rights Act of 1964. DISPUTE RESOLUTION PROCEDURE FOR COM VOLUNTEERS COM desires to assist volunteers in resolving misunderstandings and problems that arise at COM. If a volunteer believes he or she is not being treated with respect or not being treated fairly, or if a volunteer suspects that a mistake has been made in the administration of a policy, practice, or condition of volunteering with COM, the volunteer has the responsibility to inform the Executive Director so that they can resolve the matter promptly and effectively. The COM volunteer and Executive Director will design a conflict management process for the resolution of the matter. They may consider the following steps when designing such a process. 1) Try to resolve the problem with an informal, verbal discussion between the volunteer and the party with whom they have the problem. 2 The volunteer may choose to file a written statement with the Executive Director. 3) "I'he Executive Director may promptly investigate and attempt to resolve the matter. 4) The Executive Director and volunteer may consider mediation. Mediation is an effort to resolve a conflict by using a qualified mediator acting as an outside, third party. Participation in mediation is voluntary. Parties are not bound to reach a settlement; any settlement will be voluntarily agreed to by all parties involved in the mediation. 9 CONFIDENTIALITY POLICY POLICY It is the policy of Central Oregon Mediation to protect client confidentiality according to the standards set forth by Oregon Laws 1197, Chapter 670, Section 3. GENERAL STANDARDS FOR MEDIATORS AND OBSERVERS The first responsibility of COM staff and volunteers is to protect an individual's right to privacy. Whatever you know or surmise about any party that you have gained through COM shall not be divulged or discussed outside of mediation except as authorized by COM. If any request for information regarding any case is made by any person (including the media) other than those actually involved, consult with the COM director. Any time you are unsure or have questions, please ask a staff member to advise. Never release any information except as authorized and directed by COM staff. Never betray a confidence. Violation of confidentiality is not only unethical, but also the surest way to destroy a relationship with a client. GENERAL STANDARDS FOR CLIENTS Mediators shall explain to clients that all information divulged in mediation is to remain confidential except as otherwise directed under state statute (e.g., reporting child and elder abuse/neglect or threat of violence). No mediation shall be allowed to proceed unless all parties agree to maintain confidentiality as set forth in the Agreement to Mediate. Confidentiality is beneficial to clients because it encourages parties to have confidence to reveal all interests and issues that affect the dispute. Furthermore, the information cannot later be used in any way unless discovered, or is discoverable, outside of mediation. AGREEMENT: I, , understand that I will be exposed to information of a confidential nature during the course of my volunteer work with Central Oregon Mediation. I further understand that this information is to be kept strictly confidential and that I will discuss it only with COM staff members and/or other persons who are frilly authorized by COM (e.g., court or referring agency) to receive this information. Confidential information includes, but is not limited to: disputant's naives, addresses, and other identifying information, as well as any information gained through mediation sessions, recorded in records, case files, or correspondence. I agree not to falsify or alter information or records regarding mediation cases. I agree not to copy, remove, destroy, or disclose information or records regarding mediation cases without proper written authorization. 1 further agree not to use any organizational or case records for personal gain. I understand that the only exceptions to this confidentiality agreement include: Child abuse or elder abuse or neglect; Serious threats to commit crimes, damage property, or cause grave bodily injury to 10 oneself or another. I understand that I should report the above-mentioned exceptions to the COM staff. Signed: Date: CONFIDENTIALITY ISSUES AND INFORMATION SIGNED POLICY COM has a formal confidentiality policy which mediators and staff are required to sign. STATE LAW REGARDING MEDIATION Mediation communications (contact with the office, case development, discussion during the mediation session, draft agreements, etc.) are confidential. Mediation agreements between private parties are not confidential, unless deemed so by the parties. COM will not disclose any written mediation agreement without written consent of the parties. CASE DEVELOPMENT Confidentiality starts when someone calls us. Yet it is compromised as soon as Party 1 gives oral consent for us to contact Party 2. Confidentiality is 'opened' only to Party 2. The case developer must use discretion i i choosing which actual information to share. We usually don't need to share much information at all, but some is necessary. Case developers should always ask both parties if they have told the case developer any information that they would not want shared with the other party. But it's easy to forget to ask, especially if we make multiple calls to each party. People are usually very specific about information they do not want shared. I don't want hire to know that he intimidates me. I don't want her to k770111 that I have had offers on the house. Don't repeat all the names I called him. Most people ask few questions about what the other party has said, but when they do it's usually specific. Did my neighbor say oneiall of my dogs are a nuisance? Why did he decline mediation? Is he taking me to court? When informing Party 1 that Party 2 has declined mediation, we should not offer any reasons, except if Party 2 gives us permission. Tell Party I that I nou- have legal counsel and my course/ advises against mediation AGENCY REFERRALS COM is trying to develop many sources of referrals from local government agencies in order to divert mediable cases 6-0111 the courts. We are currently getting referrals li-oin the County's Animal Control Unit, all law enforcement, and city and county planning departments. To have cooperative working relationships with all agencies, we use the following guidelines. 12 INITIAL CONTACT: We will contact a party based solely on an agency's request. The party does not need to contact its themselves. We ask the referring agency to inform the party to expect a call from us. All referring parties should tell people that mediation is a voluntary process. However, there is still an element of coercion involved if the referring agency has a hammer (e.g. a citation) to use if mediation does not work. If we are originating contact with a party, then we won't be placed in the situation of having to verify to an agency if someone we have never heard of did/did not contact its. REPORTING BACK TO THE RE, FERRAL: Some of our referring agencies will take follow-up action based on the COM outcome. For example, Animal Control may cite a party who does not reach a mediated agreement. We will have clear expectation from each agency as to whether they automatically want to know the outcome of each case, or only if requested. The report should only be divulging the outcome itself, and not the content of any written agreement, or the reasons why something did not work out. Exceptions to this are child/elder abuse and threats of violence to people. It's appropriate to tell the,Sheriff `s Sergeant that the feuding neighbors he referred declined mediation; or tell Animal Control that the clog nuisance case she referred was successfully mediated I'Ve would not divulge this info: the mediator terminated the session because the first party was getting very hostile and later- told the mediator that he may kill the neighbor's dog to get some peace. Instead, ive would say that the parties ivere unable reach an agreement. The written agreement is confidential, as specified in our Consent to Mediate form. If we know that the referring agency needs a copy of a written agreement, we need to get written permission from the parties. Otherwise, if a third party asks about an agreement. refer them to the first or second party directly. The actual mediation attendees, other than Party 1, are confidential to the referring agency. The county refers Party I for a code violation. Two out of the other three affected parties show up for the mediation, but we hold their names confidential front the county. THIRD PARTY INQUIRIES We will not divulge information in our files to the public or the media. If public agencies are involved in mediation, they are required to disclose such information, but we can't disclose it for them. A reporter- wants to kndiv if'we are mediating a high profile case. bhe tell them to contact the parties involvcd.lbr an ansit,er. We can verify a party's contact/no contact with COM or a mediation outcome only to the referring agency, but not to other parties working with COM clients unless we have permission. 13 An attorney calls to schedule mediation for their client. The party has not told me that she has an attorney, so the need confirmation from her. If an agency referred a party to us (but didn't notify us of the referral), we cannot verify to the agency whether or not the party contacted us. PUBLICITY For purposes of public awareness, we can cite particular cases if we do not use real names, and change any details that would make it easy to identify the parties. Or, both parties must consent to having their case used for publicity. Hypothetical examples work well also. Note that many conflicts sound generically alike, so some people may think you're breaking their confidentiality, when you are, in fact, talking about someone else's conflict. One neighbor dispute could be described as: a business had a dispute with a neighbor over an annual event held by the business on its property. They ended their longstanding conflict through mediation. INSIDE COMMUNICATION The names of individual callers and details of their disputes will be divulged only on a "need-to- know" basis to volunteers performing intake, case development, or follow-up. I tell our case developers the outcome of the cases they worked on; the Board gets program statistics, rather than the case log. LEVEL OF PERMISSION With the exception of sharing a written agreement with the referring agency, oral permission from the Party will suffice to share information. WRITTEN VERIFICATION Some parties want a letter from us stating that they were willing to mediate, but that the other party declined. The first party usually wants this letter as ammunition in court, or to impress a third party. It is COM policy that we do not write such letters. We remind people that mediation is voluntary, and the judge probably doesn't care that they pursued mediation. They are free to tell the judge themselves about their attempt to mediate. RECORD KEEPING After a case is closed, we keep only the intake sheet, consent to mediate, written agreement, and computer log data. Notes taken by the mediators are immediately destroyed. 14 TRAINING STANDARDS and MEDIATION POLICIES The Board of Directors of COM wishes to provide mediation services of the highest caliber. 'T'herefore, COM volunteers arc required to satisfy minimum training and mentoring standards as well as follow COM policies regarding the mediation process and ethics. TRAINING STANDARDS Mediators are required to: 1) complete a 32-hour basic mediation trawling course approved by the Director; and 2) demonstrate ability by satisfactorily completing at least one co-mediation with the Director or designee. Additionally, volunteer mediators will attend one four-hour advanced mediation training every twelve months, or any two two-liour advanced training sessions. Many of these training sessions are offered through COM. Advanced training opportunities must be approved by the director in order to be credited to the mediator. Through these measures, the COM ensures its clients that quality mediation services are provided. The Board of Directors is committed to providuig basic and advanced training opportunities to COM volunteers at no cost. POLICIES COM and its volunteers will be guided by the Ethical Standards and Guidelines of the Oregon Mediation Association (OMA). Mediation sessions will be co-mediated whenever possible and appropriate. Mediators are asked to refrain from offering options for agreement or guiding clients toward any particular solutioii. Mediators will follow the OMA guidelines when confronted with clients wishing to engage in illegal or unethical acts. Mediators volunteering with COM are covered with professional liability insurance while working on COM cases. Mediators working on cases not on file with COM would be working outside the umbrella of the. insurance policy. JULIE SORICK 60270 OCHOCO CIRCLE BEND, OREGON 97702 541 383-0539 or cell 541 420-6219 EXPERIENCE: CENTRAL OREGON MEDIATION, INC. EXECUTIVE DIRECTOR 1029 NW 14T" Street Bend, OR 97701 Management of Community Dispute Resolution Center, Administrator of all operations; Grant writing and Grant Compliance; Program Development; Business and Community Partnerships; Mediator Training and Continuing Education; Supervisor of Volunteer Coordinator, other Staff and Volunteers; Conduct Communication Workshops; Write Quarterly Newsletter, Conduct Volunteer Development and Outreach Programs. Trained Mediator. Created, launched and maintain Website: www.centraloregonrnediation.com September 2005 - Present MARION-POLK COUNTY MEDICAL SOCIETY Salem, OR EXECUTIVE DIRECTOR: Management of professional association of 370 physician members. Administrator of all Society business and financial matter:.. Publisher of Monthly 12 page News Bulletin. Program development and administrator of all budgets, policy and programs. Mediated grievances with Medical Review Committee. Liaison with the American Medical Association, Oregon Medical Association, general public and community organizations. EMPLOYMENT AGENCY MANAGER: Licensed by the state of Oregon to operate an employment agency. Provide staffing for medical/dental offices; training workshops for medical personnel; Consultant for Policy and Procedure Manuals for Professional Offices. Bureau of Labor Law and Civil Rights Training. Bonded. Served as Director for ten years. MARCH OF DIMES - Eugene, OR EXECUTIVE DIRECTOR: Administration of staff and volunteer, budget management, program development and fundraising for County Chapter. (offered position by Horizon Health) November 1982- May 1984 TELETHON HOST: Hosted 12 hours live Telethon for March of Dimes 1984 at KMTR - Eugene, OR Other positions IDAHO HEART ASSOCIATION - Boise, ID FIELD REPRESENTATIVE/PUBLIC RELATIONS Organized fundraising public education campaigns for 13 Idaho Counties. Provided public relations - press contacts/releases and material on a statewide level. ASSOCIATIONS AND COMMUNITY ACTIVITIES: OREGON HYPNOTHERAPY ASSOCIATION - OFFICER HUMANE SOCIETY OF THE WILLAMETTE VALLEY -Board of Director, Vice President of Finance -Nominating Chair NORTHWEST MEDICAL EXECUTIVES - 1984-1996 AMERICAN ASSOC. OF MEDICAL SOCIETY EXEC. "WHO'S WHO IN MEDICAL SOCIETY MANAGEMENT" Page 2 SALEM AREA CHAMBER OF COMMERCE SOCIAL ISSUES TASK FORCE CHAIR 1989 SOCIAL ISSUES COMMITTEE CHAIR 1990 LEADERSHIP SALEM - COMMUNICATION CHAIR SALEM-KEIZER YOUTH DRUG AWARENESS - Advisory Board TEL-MED, INC. - OFFICER 1984-1993 VOLUNTEERS FOR SENIORS, INC. - FOUNDER - OFFICER PRESENTATIONS (1 hour or more examples) SUNRIVER REALTY - Bend, OR "Communication Styles" - Bethlehem Inn Bend, OR "Communication is the Result You Get" Old Stone Church - Bend, OR "Getting Unstuck" "Ultimate Motivation" etc. 2001- (4 to 6 times/year) CHEMEKETA COMMUNITY COLLEGE BUSINESS CONFERENCE (By invitation Annual Speaker) "Success is the Quality of the Journey" "Marketing for Your Employer" "Public Relations for You and Your Employer" "Professionalism and Your Medical Career" LEADERSHIP SALEM CLASS 1989 "Opportunities to Serve" EDUCATION: MEDIATION TRAINING -Basic 32 Hours - March 2007 GRANT WRITING - Central Oregon Community College WEB SITE DEVELOPMENT AND DESIGN - Chemeketa CC WEB SITE DESIGN - Central Oregon Community College AMERICAN PACIFIC UNIVERSITY (self-directed) MASTER PRACTITIONER - NLP - Neurolinguistic Therapy Certified Clinical Hypnotherapist -Trainer CAPITAL COMMUNITY TELEVISION - Certified Producer LEADERSHIP SALEM GRADUATE NONPROFIT MANAGEMENT SERIES-March of Dimes Leadership Training - Kansas City, KA LINKS SCHOOL OF BUSINESS - Assoc. BOISE STATE COLLEGE - Marketing/Business Administration IDAHO GIRLS STATE (Speech contest winner) OTHER: CAT COTTAGES - Exclusive Cat Boarding Facility OWNER - Designed, operated and sold a luxury cat boarding facility AUTHOR - Cat Boarding Facilities - DESIGN EXCELLENCE AND OPERATION OF YOUR CAT BOARDING FACILITY -Jan 1995 - December 1997 (sold facility and moved to Bend, Oregon) NLP COUNSELING AND PERSONAL COACHING PRACTICE Salem, Oregon 1996 through 2000 Bend, Oregon 1996-Present 6 month Evaluation President: Vicky MacRitchie EMPLOYEE PERFORMANCE EVALUATION FOR EXECUTIVE, ADMINISTRATIVE AND PROFESSIONAL PERSONNEL Employee Information: Executive Director, Central Oregon Mediation, Inc. Name: Julie Sorick P er Job Title: Executive Director Date of Evaluation: March 6, 2006 Instructions for Sections A., B. and C. Sections A., B. and C. require rating the employee on characteristics pertinent to job performance. Carefully evaluate each of the characteristics, separately, based on recurring day-to-day performance since the last review or date of hire, and not on recent or isolated, exceptional events. For each characteristic, rate the employee poor, fair, average, good, or excellent using these rating definitions and check the appropriate box. The purpose of evaluations are to comply with personnel policy standards to determine continued employment and/or salary increases, encourage personnel satisfaction and identify any areas where improvement may be needed. Poor: Definitely below acceptable standards: performance of job requirements is consistently deficient. Fair: Improvement is needed to meet acceptable standards; performance of job requirement is inconsistent. Average: Meets acceptable standards; performance of job requirements is consistent. Good: Above acceptable standards; performance usually exceeds job requirements. Excellent: Outstanding; unquestionably above acceptable standards; performance consistently exceeds job requirements. Section A., Work Performance: - Knowledge: Understanding of fundamentals, skills, methods, and procedures required in present -position. - Planning: Development of methods and work -organization to efficiently perform overall workload. Poor [ ] - [ ] Fair [ ] ] - Average - L J Good [ ] L ] Excel nt [ - T Application: Insure consistent job performance to complete overall workload. [ ] _ [ ] [ ] [ ] Accuracy: Absence of mistakes and errors in job performance. [ ] (J (J C I L Thoroughness: Attention to requisite detail, to completeness; avoidance of superficiality. [ ] [ ] [ ] [ ] Quality: Overall quality of work. L) L) [ J ) Quantity: Overall quantity of work. - [ ] i) L J L) ' Section B.. Poor Fair Average Good Excel nt Supervisory Performance: [ ] [ 1 [ ] [ ] Organization: Division of total operation into efficient interdependent components. Personnel Selection: Identification of job required characteristics in prospective employees. [ ] [ ] [ ] [ ] Training: Development of personnel efficiency. ] [ ] [ ] [ Follow-Up: Monitoring that instructions, schedules etc. are being followed. [ I [ J L l I ] L Economy: Minimization of controllable costs-, optimum utilization of resources. [ ] E ] [ ] [ ] Safety: Orientation toward safe working practices and health standards. [ ) € ) [ ] [ ] Leadership: Establishment of personnel team effort toward common objectives. Inspirational leader. [ ] [ J Section C. g Poor Fair I Avera e Good Excel en t Factors Affecting Job Performance.- Adaptability: Alteration of activities, plans, etc. to accommodate new or changed situations.. - Analysis: Examination of a problem or situation and [ ] [ ] [ ] [ ] collecting data or information to resolve effectively. Attendance: Timely and consistent in attendance in [ ] [ ] [ ] [ } [ ] ` accordance with job requirements. Cooperation: Working effectively with others to [ ] [ ] [ ] achieve common goals. Creativeness: Improvement of methods, [ ] [ ] [ ] [ ] procedures, policies, etc, and exploration of new ideas. Expression & Communication: Oral and written - -f presentation of ideas. Initiative: Self-confident, enthusiastic performance [ ] [ ] [ ] [ ] fob description tasks, with minimum of instruction. Judgment: Demonstrates the formation of a sound [l - -L] i T opinion by careful study of available facts and I o tions. Perseverance: Maintains positive attitude even if [ ] [ ] L ] ~L ] faced with opposition or disru tion, - - Reliability 8~ Dependability: instills full confidence_ C ] _ ] - ] [ ] T [_r. Confidentiality: Adheres to strict confidentiality [ ] [ ] [ ] - [ ] [ standards as theyAW)y to the position. _ Representation: Represents the organization when [ ] [ } [ } [ ] needed in a professional and educational manner. Comments: 1k 6'~~%l,,l a it , F:. A, . i C Tanley Dickson 29 NW McKay Ave. #2Bend, OR 801-599-4719 tanleyjo.dickson(a)gmail.com /~EY~rA f 7UrJ 1 ~Cr~~ MARCA 2.09-7 Objective To obtain meaningful employment where I know that I am making a a difference in the lives of others, community and the environment. Experience August 2006 - March 2007 OTE (Of The Earth) Bend, OR Retail Store Manager Set policies and procedures into practice where they weren't previously. _ Supervised four sales assosiates. Sales increased by 61% since beginning my position with the company through creative and dynamic marketing ideas on a very limited budget. Promoted a positive work environment where each employees ideas and needs werf considered important. Maintained a professional and relaxed atmosphere enabling customers to feel at ease in their shopping experience. _ Delegated special projects/tasks to employees depending on their abilities and ambition. Communicated effectively to the public and customers why OTE was different than other clothing stores (being organic) and how that could be meaningful to them, oui community and the environment. December 2005 - July 2006 Staccato at the Firehall Bend, OR Hostess Processed customer reservations for dinner and any special needs they may have preparing dining room and layout for the evening as to assure all servers received .3n equal number of customers throughout the evening. Strategically set up time-line to ensure even flow of customers in dining room and not create strain on kitchen staff or wait-staff. _ Relayed information to owners and supervisors of problems in dining room or wily customer complaints. October 2004 -August 2005 Ne I Adventure Portland, OR Customer Service & Sales Handled multiple tasks such as answering phones, making sales and greeting customers simultaneously. _ Offered advise to customers not accustomed to travel, or outdoor activities what might be good choices to make when purchasing necessary equipment. Took initiative to organize my department in ways that would increase sales. Participated in field events which N.A. supported. Attended gear and outdoor clinics so 1 could provide current and accurate inforr )ation to customers. April 2004 - September 2004 Edfinancial Service/eCampustours.com Western U.S. Western Regional Photographer (360 degree panoramic) Covered CA, OR, WA, ID, UT NV, AZ, HI and AK as photographer and representative of the company. Efficient on-the-spot trouble-shooting difficult scenes with regards to obstructive objects, lighting, weather, angles or movement. Worked independently and scheduled appointments to make sure shoots were completed on time. Encouraged client to be final decision maker; however, I provided guidance and support during the process to ensure client satisfaction. February 2002 - September 2003 Loma Linda University Loma Linda, CA Administrative Assistant (Assistant to Dean of LLU Admissions) Maintained and built class schedules in database and online for entire university. Vigilantly kept LLU Student Services web site up-to-date with latest changes to course schedules. - Assisted with registration of students each quarter. This included trouble shooting for departments with regards to student registrations, status, and other various predicaments. Scheduled appointments for Director of Admissions and became highly knowledgeable in many areas of the records office so I could be an asset to our working team. Hired and trained student workers for several positions in the office. Monitored their progress and hours of work. Communicated effectively with both faculty and staff of all academic departments at the university and developed productive, positive and supportive working relationships. April 2001 - January 2002 Southwind Kayak Center Irvine, CA Administrative Support & Kayak Instructor Instructed groups of people on how to kayak in bay/ocean environments. Collected accurate/detailed information for trip and instruction reservations in a warm and professional manner. Assisted in the organization/implementation of office and field projects. _ Received and displayed merchandise in the store along with store signage and advertisements. Delegated tasks to other employees. Maintained website - ensured its timeliness and accuracy. Handled phone orders, handled shipments, maintained inventory and reported needs to the buyer Education 1995 - 1996 Kettering College of Medical Arts Kettering, OH 996 -1999 University of California at Chico Chico, CA B.S., Recreation Administration (Recreation and Parks Management) Emphasis: Community and Commercial Recreation College of Communication and Education Interests Skiing, backpacking, sea kayaking, music, movies, literature, photography, art, writing, mt. Biking, horseback riding, travel, social justice, sustainable living and cooking. CENTRAL OREGON MEDIATION CENTER MEDIATION EVALUATION Please evaluate the mediation services you received. Your answers will help us improve the quality of our services. All information will be kept confidential. 1. Were you the party who originally requested mediation? `yes no 2. If mediation services had not been available would you have: stayed in conflict or let situation get worse; contacted police; tried counseling/coaching; gone to court; other (please describe); none of the above 3. Do you feel that the mediators were fair to all parties? yes no, please explain. 4. Did the mediators give all parties the opportunity to fully explain the situation? yes ,no, please describe: 5. Was there enough time for the mediation process? yes no, please explain. 6. Did the mediation end with a decision that both parties accepted? yes no 7. Is there any information that you would like us to know regarding the decision? 8. Are you satisfied with your mediation? yes no 9. Prior to your first contact with COM, how much time did you spend on the issue(s) that brought you to mediation? Please check box that matches your time estimate. 0 hrs. 1-30 hrs. 31-60 hrs. 61-100 hrs. more than 100 hrs. 10. To what extent do you feel the original issues you brought to mediation have been addressed? resolved made progress ___no improvement 11. Will you be better able to handle differences between you and the other participants in the future as a result of the mediation services you received? yes _ no does not apply 12. Would you recommend mediation services to other people? yes no 13. On the reverse side of this page please share with us your experience and your overall opinion of this mediation. Check here if we may use your comments on our website or publications. use my initials You may use my name as printed here:. anonymous; or Checklist to Evaluate a Nonprofit Board of Directors Ruling! - Indicator i jMet i~eds ~/A ~1. "1'he roles of the Board and the 1 xecutive Director are defined and respected, with the Executive Director h" j delegated as the manager of the organization's operations land the board focused on policy and planning . The Executive Director is recruited, selected, and IZ ruployed by the Board of Directors. The board provide d early written expectations and qualifications for the iti ll bl i ! ` f on, as we as reasona Pos e coin pensat on. l . The Board of Directors acts a governing trustees of the Organization on behalf of the commimity at large and R _.ontributors while carrying out the organization's mission nd goals. To fully meet this goal, the Board of Directors must actively participate in the planning process as outlined ! in planning sections of this checklist. ~4. the board's nominating process ensures that the board R remains appropriately diverse with respect to gender, ✓ ~thniCity, culture, economic status, disabilities, and skills I nd/or expertise. C 5. The board members receive regular training and I pinformation about their responsibilities. ✓ j . New board merntx;rs arc oriented to the organization, r L ncluding the organization's mission, bylaws, policies, and i )rograms, as well as their roles and responsibilities as board nembers. F - I A Board organization is docrunented with a description of F he board and board committee responsibilities. A , Each board has a board operations manual. I ✓ If the organization has any related party transactions ( between board members or their family, they are disclosed to the board of directors, the Internal Revenue Service and ✓ he auditor. l ( 10. The organization has at least the minimum number of r ~ - E members on the Board of Directors as required by their bylaws or state statute. I . - - R 1 11. If the organization has adopted bylaws, they conform to v r i state statute and have been reviewed by legal counsel. I 1 12. The bylaws should include: a) how and when notices for - ! board meetings are made; b) how members are f elected/appointed by the board; c) what the terms of of "lice IZ a r re for officers/members; d) how board members are i r ~ olated; e) how ineffective board members are removed P-' rom the board; f) a stated mmibcr of board members to a ! f make up a quorum which is required for all policy } decisions- i l R X 13. The board ot'directors reviews the bylaws. A 114. The board has a process for handling urgent matters i I between meetings. A- 115. Board members serve without payment unless the E igency has a policy identifying reimbursable out-of-pocket V I !expenses, l 1 R 116. The organization maintains a conflict-of-interest policy nd ll b d ' d ti b t ff i d/ I ~a a mem ers an execu oar ve s a rev ew an or 1 1 j (sign to acknowledge and comply with the policy. ! i 1 i j17. The board has an annual calendar of mectings. The i R oard also has an attendance policy such that a quorum of I ✓ j ;the organization's board meets at least quarterly. I ! 18. Meetings have written agendas and materials relating to A ignificant decisions are given to the board in advance of It f he meeting. . The board has a written policy prohibiting employees A and members of employees' immediate families from s v erving as board chair or treasurer. Indicators ratings: E=essential; R=recommended; A°additional to strengthen 1Organizational activities This iglbrnurtion may be copied. Please cite credit to the United Way of Minneapolis Area. Central Oregon Mediation, Inc. Board of Directors Self-Evaluation 5 4 3 I 2 l Considerations Very ood f Ave. Fair Poor Good 4 ; Comments: ection 1: ~ndividual I , Board Member Section { f i oard member has Rill and - 1. ' ommon understanding of the roles and responsibilities of the board including organization's governing by-laws. Board member tunderstands and respects structural pattern (board, officers, committees, executive and staff). I- ---I - - - Board member attends not less than 75% of regular board meet ings f - 4. card member serves on a -tanding committee or special roject 5 ; Board member makes a personal financial contribution to the rganizalion's annual operating seeds oard member participates in or Attends at least 2 annual program ctivities involving the operation special event, open house, F 1 raining event, etc.) 7 Board An ember arranges for and tikes at least three organizational presentations to a civic club, church group, business associate, group of friends, individual, foundation, or business) to request financial contribution to the - rganization. - 3., t , Board member actively recommends appropriate potential candidates for Board membership o the board chair or nominating committee when needed. M j I I j i 1 - - Section 11: ! - - 5 4 3 i.. 2 i_ t i Very 'ood Ave. I Fair , Poor Full board considerations (Good 1Board has clear goals and actions j ± - 9 6-esultin g from relevant and 1 ' realistic strategic planning !Board attends to policy-related ! 110. ;decisions which effectively guide K>perational activities of staff. ~ I I Ooard reviews and understands ~reporis on finances/budgets, 1 products/program performance f I pnd other important matters { I oard regularly evaluates and I12, encourages opportunities to develop the chief executive ~ ~ew board members are oriented f to the organization, including the 13 organization's mission, bylaws, policies, and programs, as well as heir roles and responsibilities as board members. j ~ -~rch board rnember has a board --I ! _ r 1 - perations manual ~ f I ~ fhe board members receive 1$, regular training and information bout their responsibilities. he organization has at least the 1 minimum number of members on tie Board of Directors as required ~ by their bylaws or state statute. Board follows standard ' organizational considerations such 17. s: service without payment, conflict of interest issues, and quorum. I Comments: Please list the three items on which you believe the board should focus its attention in the next year. Be as specific as possible in identifying these points. 1. 2. ATTACHMENTS PART D LETTERS OF SUPPORT POLICE DEPARTMENT 555 N.E. 15' STREET BEND, OR 97701 [541] 322-2960 TEL [541] 312-1934 FAX www.d.bendor_us BRUCE ABERNETHY Maya LINDA S. JOHNSON Mayor Pro Tem MARK CAPELL City Counckx JIM CLINTON City Goundbr BILL FRIEDMAN Cdy Councilx JOHN HUMMEL City Counc&,r March 22, 2007 Deschutes County Board of Commissioners 1300 Northwest Wall Street Bend, Oregon 97701 Dear Commissioners: I am pleased to write this letter of support for the Central Oregon Mediation (COM) organization. CHRIS TELFER City Cauncbr The alternative dispute resolution services provided by COM are valuable to the citizens of Central Oregon. COM is a vital resource, often referred to by our police officers when dealing with neighborhood relationships and 4ROLD A ANDERSON landlord/tenant disputes. City Manager I would like to take this opportunity to acknowledge the assistance you have MARGARET given in the past and ask that you continue to provide financial support, which ECHEVESTE FiwmDrector is needed to maintain the Central Oregon Mediation services. ANDREW JORDAN Your consideration is greatly appreciated. Police Chef Sincerely, LARRY LANGSTON FYe Chief Andy J PATRICIA STELL CtyReowder Chief o Po ice klw ~ r April 25, 2007 Carrie I leltzel Oregon Office of Conuniunity Dispute Resolution University of Oregon School of Law 1515 Agate Street Eugene, OR 97403 Dear Ms. I Ieltzel: Justice Court PO. Box 1750 • Redmond, Oregon 977 i6 737 S.W. Cascade Avern.ie • (541) 617 47 )0 Please accept this letter in support of the application of Central Oregon Mediation (COM) for funding to provide dispute resolution services in Deschutes County. I serve as the Justice of the Peace for Deschutes County. COM mediates small claims cases in Justice Court, a service that saves court costs and time (150 mediations since 2005). COM volunteers settle around 70% of the cases they mediate. The need for COM's services is growing with the increase in filings, as the county experiences substantial and rapid growth. COM is a valuable community resource that benefits not only Justice Court, but also the entire county. Its services to neighbors who are in conflict and community education efforts on conflict resolution help build and maintain a sense of community that is vital as Deschutes County continues to grow at an accelerated rate. Sincerely, Charles N. Pa eley Justice of the Peace C'NP:cg LEGAL AID SERVICES of OREGON Central Oregon Regional Office E. Leigh Dickey, Regional Director 1029 NW 14"' Street, Suite 100, Bend, Oregon 97701 Denise Newman, office Manager Rachae( Egan Baker, Staff Attorney Tel: (541) 385-6950 Alma Rodriguez, Secretary Fax: (541) 385-8915 March 29, 2007 1'o Whom It May Concern: 1 am the director of the Central Oregon regional office of Legal Aid Services of Oregon. Our office provides free legal representation and advice to low-income residents in a wide variety of civil legal matters, including housing problems, public benefits issues, consumer and employment problems, and domestic violence and child abuse. There is a shortage of resources in our community to enable low-income clients to resolve their legal problems. Even moderate-income individuals frequently cannot afford to hire an attorney in this community. Clients are often required to resolve a legal problem on their own or to simply endure a situation that they are unhappy with. In either case, clients may find their conflicts escalating and requiring police intervention. The lack of dispute resolution resources in the conununity can put an unnecessary burden on our public safety resources. Central Oregon Mediation (COM) provides an extremely valuable service in our community by helping clients resolve their own disputes with professional guidance. We have referred several clients with landlord-tenant problems to COM, and our clients have been able to resolve conflicts out of court with the gnridance of the professional mediators at COM. COM has helped preserve affordable housing for our low-income clients by resolving conflicts with their landlords that may have led to eviction cases in court. Thank you for giving serious consideration to COM's funding request. We firmly believe that the work they do to address conflicts at an early stage saves police and court resources and benefits individual clients in the eormnUnity. Sincerely, 1'. Lel lr Dicke Regional Director MfK ly _P 11V March 12, 2007 Deschutes County Board of Commissioners 1300 NW Wall St. Bend, OR 97701 Dear Commissioners: I am a twenty-five-year resident of Deschutes County, having spent much of that time working in local government and community development. As a volunteer and while serving in a variety of paid positions, i experienced first-hand the cost of conflict and how unresolved or poorly handled conflict can impact individuals and groups for long periods of time. The Central Oregon Mediation organization is vital to the continued progress many entities in this region count on for our health as a neighborhood, a family unit, a club or non- profit organization that collectively makes up our county. Whereas private mediation providers and the court-ordered mediation services fill important niches, the COM makes available high quality, no- and low-cost avenues for our citizens, individually or in groups, to establish meaningful understanding and agreement for those issues that, left unresolved, erode the most basic levels of daily quality of life here. I can think of no more important ally to our front-end service providers of safety and security - our police and emergency response teams, our regulatory entities and our consensus-building organizations - than the link COM offers to anyone in need. It's wonderful to have adequate up-front response, but without the ability to direct people to a service that provides assistance with discovering lasting solutions to a given circumstance or issue, the need for more first response will only increase. Deschutes County was an early supporter of dispute resolution for all when community-based services began appearing years ago. I hope you'll continue to recognize the investment value in this organization and the services it offers through your continued financial support and leadership for COM. Thank you for your consideration, Becky Lu Hummer n f1 C 70, s- n c ~ rte, f'k D is / - q - A ! J~ `i~... L•.._ ;~Ci. Crook County 300 N.E. 3rd Street • Prineville, Oregon 97754 Phone (541) 447-6555 • FAX (541) 416-3891 Came lleltzel, Administrator Oregon Office for Community Dispute Resolution Room 3300 University of Oregon School of Law 1515 Agate Eugene, OR 97405-1221 Dear Carrie: This letter is in support of the Community Dispute Resolution Program and its intent to continue operations in Crook County. This progran► is a needed piece in the partnership of agencies, businesses, organizations and neighborhoods in our community. This program provides needed alternatives to manage conflict for the citizens of Crook County. The program frees up valuable court time. I strongly support this program and encourage any funding that you can provide. Please feel free to contact ine at 541-447-6555, if you should have any questions. Sincerely, Scott R. Cooper Crook County Judge Scott P.. ('(wper, Jlld,e a Mike Mc(':Ihe, ('ounh' ('011111]issionC r • t_ynn Lundquist. (_'uuntV CMIIIIIitisioncr March 23, 2007 A K ~ * CROOH COUNTY SHERIFF'S OFFICE * 308 N.E. 2ND STREET PONEVILLE, OREGON 97754 OL CLAW ~ PHONE: (541) 416-035, ; April 19, 2007 Carrie Heltzel, Administrator Oregon Office of Community Dispute Resolmion University of Oregon School of Lave 1.515 Agate Street Lugcne, OR 97403 Dear Ms. Heltzel: I am writing in support of Central Oregon Mediation's (COM) request for funds to provide dispute resolutions services in Crook County. COM h.is been a great benefit to Crook County in mediation services they have provided regarding neighbor relationships, workplace conflicts, consumer business disputes, family/relationship conflicts, land use disputes, money issues, and landlord/tenant disputes. Their services are primarily in mediating landlord/tenant disputes in Crook County but all. of their available services are of great benefit to us. Iia%ring community mediation services available to Crook County residents is one more resource the Sheriff's Office can utilize to help prevent disputes that could lead to more serious altercations if it were not for the intervention of COM. In summary, t am requesting that you keep COM's services available by funding its 2007-2009 application requeW. Sinvt[:rcly, Ild'ersherili Jim Hensley Apr 30 07 03:04p P-~ JEFFERSON COUNTY PUBLIC HEALTH DEPARTMENT Con-unission on Children and Families 715 S W 4"' Stmel Suile A V Madras, (h-c on 97741 • 1'h: (54Q 325-5040 • FAX: (541) 47S.dR7K Tryna.Aluil~~ibutgliTjwijclnitson or-as April 30, 2007 Carrie Heltzel Oregon Office ol'Community Dispute Resolution University of Oregon School of Law 1515 Agate Street Eugene OR 97403 Dear Ms. Heltzel: The Jefferson County Commission on Children and Families is a strong supporter ofthe work done by Central Oregon Mediation (COM). The Commission enthusiastically encourages the funding of their important community resource for Jefferson County residents. COM's mission to provide alternative dispute resolutions that leads to peacefi,l problem solving and lasting solutions provides a valuable contribution to our community, and we strongly support COM's application for these funds, Sincerely, Tryna Mullenburg Ux Program Manager O4/30i2007 MON 1!1:51 FAX 541 .475 3847 Jefferson Co Sheriff May 2, 2007 Carrie Heltzel Oregon Office of Community Dispute Resolution University of Oregon School of Law 1515 Agate Street Eugene, OR 97403 Dear Ms. Heltzel 0001/001 This letter is in support of Central Oregon Mediation's (COM) request for funds to provide dispute resolutions services in Jefferson County. Access to mediation services is an important contribution to Jefferson County residents. As a law enforcement official, I also see what a great resource.COM is to citizens I conflict. The Sheriff's office refers individuals to COM for mediation services. Having a this resource available in Jefferson County is one more tool the Sheriff's office can use to help prevent disputes that, without COM's intervention might lead to more serious altercations. Please keep COM's services available by funding its 2007-2009 application request. Respectfully submitted, 'm Adkins, Undersheriff Jefferson County Sheriff's Office ATTACHMENTS PART E BUDGET Part E. Budget Revenue Summary For 2007-2009 Biennium Program Budget DESCHUTES COUNTY A. OOCDR Grant Amount Requested: $ 36,712 --Deschutes County B. Other revenue (Identify sources and amount of non-000DR revenue, including grant funds, contracts for services, fees, and contributions) 1) Deschutes County $ 68,000 2) Corporate grants $ 30,000 3) Fees for Service $ 15,000 4) Foundations grants $ 12,000 5) Donations $ 10,000 6) Cite of Bend $ 20,000 Subtotal revenues $155,000 C. In-kind contributions: List source and amount. 1) Rent $12,000 2) Volunteer Time $28,896 Subtotal In-kind Contributions $40,896 Proposed PendinLy Securcd x X X X X X Proposed Pendinjz Secured x X TOTAL 2007-2009 REVENUES (A+B+C) $232,608 6 Revenue Summary For 2007-2009 Program Budget CROOK COUNTY A. OOCDR Grant Amount Requested: $ 6,823 B. Other revenue (Identify sources and amount of non-OODRC revenue, including grant funds, contracts for services, fees, and contributions) I ) Corporate grants $ 5,000 2) County/Municpalities $ 2,500 3) Fee for service $ 2,000 4) Foundation grants $ 5,000 5) Donations $ 1,500 Subt otal revenues $16,000 C. In-kind contributions: List source and amount. 1) Volunteer Time $ 6,812 2) Rent $ 600 Proposed Pending Secured x x X x x Proposed Pending Secured x x Subtotal In-kind Contributions $ 7,412 TOTAL 07-09 REVENUES (A+B+C) $30,236 7 M C) u 0 0 0 0 00 0 00 ( O o 0 0 m o 0 0 0 O 0 0 0 O O Q N 0 0 't M 't O {n N o Ln O +1 0 0 0 0 0 O O O O O Q O O o_ d m 00 r, Q1 Ln ~ N O .-A o O LD 'I "T N tD "J LIl O N kD Q co c,4 co Ln Ln Q N N M Ln .-L LD ,1 M M .1 N M m _4 M N CO M , i m O 1-4 N 0 ri ly m 0 o N Ln a ~D M O O Ln O m 0 0 0 0 0 c o o O .1 pp O Ln N m O ^ I'D Ln N O Ln 0 0 0 0 0 0 0 0 Ln O O O rn r- dt N . i -1 .-1 Ln o Ln 11 . a N M N Q M ~ Y 00 Ln M ,i M N O L V-L U O O O N Ln o tD M O O Ln O m O O O O O O O O O rf ap O Ln '1 N w O ^ LD Ln N O Ln o Co 0 0 0 0 0 0 Ln O O o O) I- M N .1 ,1 Ln O Ln 1-I ,-L N M N ~ M Q O Ln 1-1 M O n r1 ,-1 V O o o N 0 t co o o o o o 0 0 CD O O c o o 0 0 o et Ln o Ln .1 Ln ~t ~t p 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o Q 0 p 47 O rn M 'T ri I M o m O Lp Ln CO Ln co N lD Ln .-i t Ln Ln in Ln M S C C q M Q1 LD . L , i N N .1 ,-I .1 r L IA W M .i ^ M ri V Q W O +1 O O N O 't bo O O O O O o 0 0 0 0 0 0 0 O O Q o Ln CD Ln -4 Ln ~t ~ Q O O O o 0 0 0 0 0 0 Co 0 0 O O Q co Q Q! O G, m 't -4 M O M O co Lo Co Ln CO N lD Ln . + c1 Ln Ln Ln M O Q1 M ri rl N N Q1 r~ . ri .1 s M ,1 .1 ^ M 0 N O +i d 0 W W O Ln N W L rp ) X ~ J a ' W Lo ° U C Ln ° C - ° C Ii ' a Q1 U C > LA L to Q1 Ln a (j H U i 6 > V=) 7 - Q) W Z Q) p CL 1 p C C v Q1 C (n w r-, QJ _ QJ ro a C Q! a) V) W t (n W - a (11 > N tA fl7 ~ c C Cn C ° Q1 O W QJ C + O ce W aJ L CY, C C 'U to N t4 O W Q W a U 73 Y O j -W W 4.1 U + CL 12 i C Q) 1 C E Q) " L w x 5 QLi ° a o 3 v ~I ~ + v o ` ° °o a) G Z c 0 O Q W m ~ a > V1 m Lr oY 0 ~ a s , a L- a m ~ 0 0 li U (J U F-_ _ J W A O 40 CN 0 C N t` O 0 N W W I~ H A W a W ATTACHMENTS PART G. CONSENT TO MEDIATE CONFIDENTIALITY STATEMENTS Central Oregon Mediation, Inc. 1029 NW 14"' St. CONSENT TO MEDIATE My signature below indicates my agreement to the following: The parties agree to enter mediation voluntarily. 2. The parties agree to bargain in good faith. Bend, OR 97701 541-383-0187 3. The parties agree to the following rules of mediation; a. Use common courtesy, e.g., no name-calling or interruptions. b. Not to request legal advice of the mediators or to assume any part of the negotiation process is legal advice. C. Keep the content of the mediation confidential. d. Make a good faith effort to resolve the dispute. 4. The parties may retain legal counsel, but counsel may not participate in the mediation process without prior approval of both parties and COM. 5. Either party or the mediators may terminate mediation at any time. 6. Each party agrees that the mediators will not be held liable for any act or omission pursuant to the mediation. 7. Each party and the mediators agree that the content of the mediation (that is, any notes and discussion during the session) will be held confidential. Each party agrees not to subpoena the mediators or any records in any legal proceedings pursuant to the mediation. (Exceptions to confidentiality include disclosures of child/elder abuse, and if party or mediator reasonably fear serious harm to another person.) Party signature/ date Party signature/ date Party signature/ date Party signature/ date Party signature/ date Party signature/ date Mediator signature/ date Mediator signature/ date