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2007-1625-Minutes for Meeting October 24,2007 Recorded 11/8/2007COUNTY NANCYUBLANKENSHIP,F000NTY CLERKOS COMMISSIONERS' JOURNAL 11/08/2001 01:01:45 PM II VIII IIIIIIIIIIIIIIIIIIII III 2 07-1625 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 Cx~~T ES 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 MINUTES OF WORK SESSION DESCHUTES COUNTY BOARD OF COMMISSIONERS WEDNESDAY, OCTOBER 24, 2007 Present were Commissioners Dennis R. Luke and Tammy Baney; Commissioner Michael M. Daly was out of the office. Also present were Dave Kanner, County Administrator; and David Inbody, Assistant to the County Administrator; and, for a portion of the meeting, Anna Johnson, Communications; Marty Wynne, Finance; Don Webber, Emergency Services; Captain Marc Mills; and a media representative from News Channel 21. Chair Daly opened the meeting at 1:30 p.m. 1. United Way Presentation. Anna Johnson gave the 2007 United Way presentation. 2. Finance/Tax Update. Mr. Wynne stated that rates are falling at this time, which is a positive for the County. In regard to investment benchmarking, he said that King County, Washington, had $100 million in commercial paper go into default. These were asset based by sub-prime loans. It appears the bottom in real estate is falling out in some areas. At this time he went over the "big ten" department figures. Some revenue is down, especially in the Clerk's office, but much of this will be offset by other revenue this year. Minutes of Administrative Work Session Wednesday, October 24, 2007 Page 1 of 3 Pages The overall numbers are good, with the exception of the Road Department, whose federal funds come in during December. Disposal fees are down but the rate increase that was recently approved does not come into play until October's figure. Part of the reduction could be attributed to a slowdown in construction. This year's annual Fair expenses have been approved. Revenue was about the same as the previous year but costs were lower in 2007. In regard to the new Knott Landfill facility, there is a concern about the carpeting that was installed. Carpet squares were used but the outcome was not good. Commissioner Luke stated that Mr. Schimke is very prudent with the department dollars but feels very strongly that the $10,000 it would take to correct the problem would be worthwhile. The Commissioners agreed to allow Mr. Kanner and Mr. Schimke discretion in this regard. The Bethlehem Inn fund has no revenue. Commissioner Baney stated she didn't understand that this would be a regional facility, and the County is the only agency responsible. The need already exceeds the available space. The Sheriff's Office work center fund is about where it is expected to be at this point. In regard to the Investment Advisory Committee, Sonia Andrews, the current Finance Director with the City of Bend, has agreed to join the Committee if so appointed. BANEY: Move appointment of Sonia Andrews to the Investment Advisory Committee. LUKE: Second. VOTE: BANEY: Yes. LUKE: Vice Chair votes yes. 3. Emergency Operations Plan - Background & Briefing. Mr. Kanner stated that Commissioner Baney had asked for a briefing on the structure of emergency services, especially in consideration of the wildfires now burning out of control in much of southern California. Minutes of Administrative Work Session Wednesday, October 24, 2007 Page 2 of 3 Pages Don Webber gave a PowerPoint presentation of the status if the Emergency Operations Plan for Deschutes County and the region. (A copy of the presentation slides is attached for reference.) 4. Other Items. None were offered. Being no further discussion, the meeting adjourned at 3:45 p.m. DATED this 24th Day of October 2007 for the Deschutes County Board of Commissioners. ATTEST: fmuut' ldt~ - Recording Secretary Michael M. Daly, Chair C !1~~ Dennis R. Luke, Vice Chair nv,4 Tammy B ey, Com ssioner Minutes of Administrative Work Session Wednesday, October 24, 2007 Page 3 of 3 Pages { ❑ A& A 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, OCTOBER 24, 2007 1. United Way Presentation - Anna Johnson 2. Finance/Tax Update - Marty Wynne 3. Emergency Operations Plan - Background & Briefing - Don Webber 4. 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. Monthly Meeting with Board of Commissioners Finance Director/Treasurer AGENDA October 24, 2007 (1) Monthly Investment Report (2) September 2007 Financial Statements (3) Investment Advisory Committee Appointment Sonia Andrews, new Finance Director, City of Bend co oorn ~ co ' O LO N co M T- CO M CO 0 M oE O V ' o } V C O N C M as Ei> fA d } N CN (4 (D -w cc O 0 O N o o0 U. O LO to N v N Q N U) d) v> co M c O a0 a) O U a+ L M Ul) M 0 E Z LL e3 v> v aa)i ' r+ c E c 3 a) o c 0 o Eo U LO m A 0 N d c LL E IA co d N « 0 a) > c O J q) _ ~v _ c ~ CD 0 0 0 0 N O O .4 O O O Go U.) 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E a i n U m S da)E f E m m } a m y Z c > j c m m U U ~ a ~ U fn D 1 0:) Li U) n n ~ W 2 M 2 ca E CO Q 2 CO L 2 L m LL t m m m ~ ~ m L 0 E L) 0 m m ,°e L m m m w Y aNi > O O m J a: J = J = J LL z ~ U) J J o m J = J 7 J J = Z J E J J = J J C 2 Z U LL J J C C U 0 LL L L L i l i U d' L=L LZL L=L LL lzi = L L LL fn u- l l LL LL U LL L L LL LL LL co L L L=L LL J m H Memorandum Date: October 18, 2007 To: Board of County Commissioners Dave Kanner, County Administrator From: Marty Wynne, Finance Director RE: Monthly Financial Reports Attached please find September 2007 financial reports for the following funds: General (001), Community Justice - Juvenile (230), Sheriff's (255, 701, 702), Health (259), Mental Health (275), Community Development (295), Road (325), Community Justice - Adult (355), Commission on Children & Families (370-399), Solid Waste (610), Health Benefits Trust Fund (675) and 9-1-1 (705). The projected information has been reviewed and updated, where appropriate, by the respective departments. Cc: All Department Heads GENERAL FUND Statement of Financial Operating Data Three Months Ended September 30, 2007 Year to Date Year to Date Revised Year End $ Budget Actual Variance FY % Coll. %I I Budget Projection Variance Variance RESOURCES: Beg. Net Working Capital $ 5,920,000 $ 6,713,253 $ 793,253 100% 113% $ 5,920,000 $ 6,713,253 $ 793,253 13% Revenues Property Taxes 4,638,000 187,961 (4,450,039) 25% 1% 18,552,000 18,552,000 - 0% Gen. Rev. - excl. Taxes 631,644 1,053,012 421,368 25% 42% 2,526,574 2,526,574 - 0% Assessor 269,293 270,806 1,513 25% 25% 1,077,170 1,077,170 - 0% County Clerk 570,025 481,958 (88,067) 25% 21% 2,280,100 2,280,100 - 0% BOPTA 4,366 4,426 60 25% 25% 17,464 17,464 - 0% Board of County Comm. 25 217 192 25% 217% 100 250 150 150% District Attorney 68,350 67,767 (583) 25% 25% 273,400 273,400 - 0% Finance/Tax 62,461 65,612 3,151 25% 26% 249,845 249,845 - 0% Veterans 18,000 17,550 (450) 25% 24% 72,000 72,000 - 0% Property Management 21,250 23,249 1,999 25% 27% 85,000 85,000 - 0% Grant Projects 500 501 1 25% 25% 2,000 2,000 - 0% Total Revenues 6,283,914 2,173,059 (4,110,855) 25% 9% 25,135,653 25,135,803 150 0% TOTAL RESOURCES 12,203,914 8,886,312 (3,317,602) 25% 29% 31,055,653 31,849,056 793,403 3% REQUIREMENTS: - Exp. Expenditures - Assessor 942,528 801,523 141,005 25% 21% 3,770,112 3,770,112 - 0% County Clerk 403,764 296,742 107,022 25% 18% 1,615,056 1,615,056 - 0% BOPTA 16,504 18,869 (2,365) 25% 29% 66,016 66,016 - 0% BOCC 194,245 170,329 23,916 25% 22% 776,979 776,979 - 0% District Attorney 1,146,715 1,028,810 117,905 25% 22% 4,586,859 4,586,859 - 0% Finance/Tax 212,312 198,122 14,190 25% 23% 849,249 849,249 - 0% Veterans 66,370 48,754 17,616 25% 18% 265,481 265,481 - 0% Property Management 60,993 53,382 7,611 25% 22% 243,970 243,970 - 0% Grant Projects 24,240 23,766 474 25% 25% 96,960 96,960 - 0% Non-Departmental 325,903 220,440 105,463 25% 17% 1,303,612 1,303,612 - 0% Contingency 1,298,214 - 1,298,214 25% n/a 5,192,855 - 5,192,855 100% 4,691,788 2,860,737 1,831,051 25% 15% 18,767,149 13,574,294 5,192,855 28% Transfers Out 3,072,126 3,061,134 10,992 25% 25% 12,288,504 12,288,504 - 0% TOTAL REQUIREMENTS 7,763,914 5,921,871 1,842,043 25% 19% 31,055,653 25,862,798 5,192,855 17% NET (Resources - Requirements) 4,440,000 2,964,441 (1,475,559) - 5,986,258 5,986,258 COMM JUSTICE-JUVENILE Statement of Financial Operating Data Three Months Ended September 30, 2007 RESOURCES: Beg. Net Working Capital Revenues Federal Grants SB #1065-Court Assess. State Miscellaneous Discovery Fee Food Subsidy Juvenile Crime Prevention Inmate/Prisoner Housing Inmate Commissary Fees Contract Payments Miscellaneous Program Fees MIP Diversion Fees Interest on Investments Leases Grants - Private Level 7 Total Revenues Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance $ 900,000 $ 987,986 $ 87,986 100% 110% $ 900,000 $ 987,986 $ 87,986 38,500 - (38,500) 25% 0% a) 153,998 153,998 - 12,000 14,391 2,391 25% 30% 48,000 48,000 - 1,149 - (1,149) 25% 0% b) 4,594 - (4,594) 2,500 4,428 1,928 25% 44% c) 10,000 15,000 5,000 9,750 - (9,750) 25% 0% d) 39,000 39,000 - 67,598 - (67,598) 25% 0% a) 270,391 270,391 - 20,000 6,600 (13,400) 25% 8% e) 80,000 72,000 (8,000) 300 200 (100) 25% 17% 1,200 1,200 - 166,178 38,780 (127,398) 25% 6% f) 664,712 664,712 - 125 150 25 25% 30% 500 500 - - 49 49 25% n/a - 49 49 1,000 550 (450) 25% 14% 4,000 4,000 - 9,000 14,985 5,985 25% 42% 36,000 50,000 14,000 8,679 3,658 (5,021) 25% 11% 34,714 34,714 - - 1,643 1,643 25% n/a - 1,643 1,643 31,460 - (31,460) 25% 0% a) 125,839 125,839 - 368,239 85,434 (282,805) 25% 6% 1,472,948 1,481,046 8,098 Transfers In-General Fund 1,483,306 1,483,306 - 25% 25% 5,933,223 5,933,223 - TOTAL RESOURCES 2,751,545 2,556,726 (194,819) 25% 31% 8,306,171 8,402,255 96,084 REQUIREMENTS: Expenditures Community Justice-Juvenile Personal Services Materials and Services Capital Outlay Juvenile Resource Center Personal Services Materials and Services Capital Outlay Contingency Exp. 655,427 615,322 40,105 25% 23% g) 2,621,706 2,598,706 456,039 268,464 187,575 25% 15% 1,824,154 1,824,154 25 - 25 25% 0% 100 100 742,977 682,403 60,574 59,139 50,360 8,779 25 - 25 162,912 - 162,912 25% 23% g) 2,971,908 2,931,908 25% 21% 236,557 236,557 25% 0% 100 100 25% n/a 651,646 - 23,000 40,000 651,646 TOTAL REQUIREMENTS 2,076,544 1,616,549 459,995 25% 19% 8,306,171 7,591,525 714,646 NET (Resources - Requirements) 675,001 940,177 265,176 - 810,730 810,730 a) Payments received quarterly. b) Projection adjusted for receipt of revenue in prior year. c) Requests for discovery documents are higher than anticipated. d) Restructuring of Food Subsidy system causing delays in payment. e) Due to increased population of in-county youth, housing for out-of-county youth has decreased. September outstanding billing of $6,000 anticipated to be received in October. f) Billing is generated in succeeding month with payments being received 6-8 weeks after billing. g) Projection adjusted for salary savings from unfilled positions. SHERIFF - Rev Detail Statement of Financial Operating Data Three Months Ended September 30, 2007 RESOURCES: Beg. Net Working Capital Revenues Law Enf Dist Countywide Law Enf Dist Rural Interest Interest on Unsegregated Total Revenues TOTAL RESOURCES I Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Proiection Variance $ 2,562,148 $ 2,648,830 $ 86,682 100% 103% $ 2,562,148 $ 2,648,830 $ 86,682 4,609,688 4,609,686 (2) 25% 25% 18,438,752 18,510,746 71,994 3,026,579 3,026,577 (2) 25% 25% 12,106,316 12,090,316 (16,000) - 36,090 36,090 25% n/a - 36,090 36,090 - - - 25% n/a - - - 7,636,267 7,672,353 36,086 25% 25% 30,545,068 30,637,152 92,084 10,198,415 10,321,183 122,768 25% 31% 33,107,216 33,285,982 178,766 REQUIREMENTS: EXPENDITURES & TRANSFERS Sheriffs Division Civil Automotive/Communications Investigations/Evidence Patrol/Civil/Comm Supp Records Adult Jail Court Security Emergency Services Special Services Division Regional Work Center Training Division Non-Departmental Contingency Exp. 547,889 407,920 139,969 25% 19% a) 2,191,557 2,091,557 100,000 165,833 150,974 14,859 25% 23% 663,327 663,327 - 319,952 487,012 (167,060) 25% 38% b) 1,279,803 1,279,803 - 518,820 482,943 35,877 25% 23% 2,075,281 2,075,281 - 1,846,647 1,664,759 181,888 25% 23% c) 7,386,586 7,386,586 - 145,301 137,338 7,963 25% 24% 581,205 581,205 - 2,180,008 1,850,338 329,670 25% 21% d) 8,720,033 8,520,033 200,000 60,590 46,158 14,432 25% 19% 242,360 242,360 - 34,054 36,423 (2,369) 25% 27% 136,215 136,215 - 187,925 175,688 12,237 25% 23% 751,698 751,698 - 908,493 542,576 365,917 25% 15% e) 3,633,970 3,433,970 200,000 49,072 50,300 (1,228) 25% 26% 196,289 196,289 - 696,721 2,592,309 (1,895,588) 25% 93% 2,786,885 2,786,885 - 603,002 - 603,002 25% n/a 2,412,007 - 2,412,007 Transfers Out 12,500 12,500 - 25% TOTAL REQUIREMENTS 8,276,807 8,637,238 (360,431) 25% NET (Resources - Requirements) 1,921,608 1,683,945 (237,663) 25% 50,000 50,000 - 26% 33,107,216 30,195,209 2,912,007 - 3,090,773 3,090,773 Sheriff Notes Statement of Financial Operating Data Three Months Ended September 30, 2007 a) Variance due to open Undersheriff position and timing of capital expenditures. b) The annual $231,610 transfer to Fund 245 (Communication System) for the year was made in September. c) The five open Patrol positions will be filled in December/Janurary. d) The open deptuty position (6) will be filled by January. Personnel expenditures will end the year below budget. e) Variance due to timing of filling open positions for opening the Work Center. Personnel expenditures will be below budget for the year. Part of the labor savings will offset higher than budgeted renovation expenses. Sheriff 701 Statement of Financial Operating Data Three Months Ended September 30, 2007 Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ - $ - $ - 25% nla $ - $ - $ - Revenues Tax Revenues - Current 3,485,336 - (3,485,336) 25% 0% 13,941,344 13,941,344 - Tax Revenues - Prior 63,610 79,704 16,094 25% 31% 254,440 254,440 - State Grant 11,289 12,382 1,093 25% 27% 45,156 45,156 - Transp. of State Wards 1,250 5,157 3,907 25% 103% 5,000 8,000 3,000 SB 1145 500,901 544,449 43,548 25% 27% a) 2,003,604 2,023,208 19,604 Des. Cty Video Lottery Grant 87,500 - (87,500) 25% 0% 350,000 350,000 - Des Cty Sheriffs Office 321,909 1,295,648 973,739 25% 101% 1,287,636 1,295,648 8,012 Des Cty Court Security 25,002 25,002 - 25% 25% 100,006 100,006 - Des Cty Juvenile Contract 2,400 - (2,400) 25% 0% 9,600 9,600 - Des Cty Parole & Prb Cnt 200 - (200) 25% 0% 800 800 - Inmate Commissary Fees 20,000 14,597 (5,403) 25% 18% 80,000 80,000 - Work Center Work Crews 18,750 - (18,750) 25% 0% 75,000 75,000 - Soc Sec Incentive-Fed 1,000 1,400 400 25% 35% 4,000 4,000 - Miscellaneous 3,375 700 (2,675) 25% 5% 13,500 13,500 - Medical Services Reimb 4,200 881 (3,319) 25% 5% 16,800 16,800 - Restitution 263 128 (135) 25% 12% 1,050 1,050 - Sheriff Fees 38,404 42,199 3,795 25% 27% 153,615 153,615 - Interest 22,500 (15,630) (38,130) 25% -17% 90,000 90,000 - Interest on Unsegregated 1,800 180 (1,620) 25% 3% 7,200 7,200 - Rentals - 10,942 10,942 25% 1094200% b) 1 21,882 21,881 Total Revenues 4,609,689 2,017,739 (2,591,951) 25% 11% 18,438,752 18,491,249 52,497 TOTAL RESOURCES 4,609,689 2,017,739 (2,591,951) 25% REQUIREMENTS: EXPENDITURES & TRANSFERS - Materials and Services 4,609,689 4,609,686 3 25% 11% 18,438,752 18,491,249 52,497 Exp. 25% 18,438,752 18,438,752 - TOTAL REQUIREMENTS 4,609,689 4,609,686 3 25% 25% 18,438,752 18,438,752 - NET (Resources - Requirements) - (2,591,948) (2,591,948) - 52,497 52,497 a) 2007-09 State W&M Budget Grant Allocation. b) Delay in FBI relocation resulting in unexpected rental revenue. Sheriff 702 Statement of Financial Operating Data Three Months Ended September 30, 2007 I Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ - $ - $ - 25% n/a $ - $ - $ - Revenues Tax Revenues - Current 1,685,000 - (1,685,000) 25% 0% 6,740,000 6,740,000 - Tax Revenues - Prior 30,403 78,560 48,157 25% 65% 121,610 121,610 - Federal Grants 4,625 5,282 657 25% 29% 18,500 18,500 - US Forest Service 18,000 12,000 (6,000) 25% 17% 72,000 72,000 - State Grant 19,848 13,718 (6,130) 25% 17% 79,392 79,392 - SB #1065 Court Assessment 10,625 14,391 3,766 25% 34% 42,500 42,500 - Marine Board License Fee 24,736 - (24,736) 25% 0% 98,944 98,944 - Narcotic Task Force 27,500 - (27,500) 25% 0% 110,000 110,000 - Des Cty General Fund Grnt 91,312 - (91,312) 25% 0% 365,247 365,247 - Des Cty Transient Room Tax 571,188 380,792 (190,396) 25% 17% 2,284,753 2,284,753 - Des Cty Other Grant 15,121 - (15,121) 25% 0% 60,483 60,483 - Des Cty Sheriffs Office 318,628 1,290,475 971,847 25% 101% 1,274,512 1,290,475 15,963 City of Sisters 98,314 98,314 - 25% 25% 393,255 393,255 - Des Cty Tax/Fin Contract 688 - (688) 25% 0% 2,750 2,750 - Des Cty CDD Contract 12,884 - (12,884) 25% 0% 51,535 51,535 - Des Cty Solid Waste Cntrt 12,884 - (12,884) 25% 0% 51,535 51,535 - Des Cty Clerk/Election 750 - (750) 25% 0% 3,000 3,000 - Security & Traffic Reimb 16,125 9,178 (6,947) 25% 14% 64,500 64,500 - Seat Belt Program 1,500 2,600 1,100 25% 43% 6,000 6,000 - Miscellaneous - 606 606 25% n/a - 1,000 1,000 Sheriff Fees - 2,300 2,300 25% n/a - 5,000 5,000 Court Fines & Fees 31,250 21,836 (9,414) 25% 17% 125,000 125,000 - Impound Fees 18,750 20,300 1,550 25% 27% 75,000 75,000 - Restitution - Street Crimes - 40 40 25% n/a - 500 500 Interest 15,000 (5,217) (20,217) 25% -9% 60,000 60,000 - Interest on Unsegregated 1,200 177 (1,023) 25% 4% 4,800 4,800 - Sale of Equip & Material 250 776 526 25% 78% 1,000 1,000 - Total Revenues 3,026,581 1,946,128 (1,080,453) 25% 16% 12,106,316 12,128,779 22,463 TOTAL RESOURCES 3,026,581 1,946,128 (1,080,453) 25% 16% 12,106,316 12,128,779 22,463 REQUIREMENTS: Exp. EXPENDITURES & TRANSFERS Materials and Services 3,026,579 3,026,577 2 25% 25% 12,106,316 12,106,316 - TOTAL REQUIREMENTS 3,026,579 3,026,577 2 25% 25% 12,106,316 12,106,316 - NET(Resources - Requirements) 2 (1,080,449) (1,080,451) - 22,463 22,463 HEALTH Statement of Financial Operating Data Three Months Ended September 30, 2007 Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 600,000 $ 804,209 $ 204,209 100% 134% $ 600,000 $ 804,209 $ 204,209 Revenues Medicare Reimbursement 1,250 290 (960) 25% 6% 5,000 5,000 - State Grant 364,510 247,031 (117,479) 25% 17% 1,458,040 1,535,103 77,063 Child Dev & Rehab Center 8,350 - (8,350) 25% 0% 33,401 33,401 - State Miscellaneous 43,882 20,921 (22,961) 250X. 12% 175,528 175,528 - OMAP 65,475 52,490 (12,985) 25% 20% 261,900 261,900 - Family Planning Exp Proj 137,500 85,241 (52,259) 25% 15% 550,000 550,000 - Grants 5,481 - (5,481) 25% 0% 21,922 21,922 - School Districts 3,781 - (3,781) 25% 0% 15,123 15,123 - Contract Payments/ESD 2,750 - (2,750) 25% 0% 11,000 11,000 - Miscellaneous - 150 150 25% n/a - 150 150 Patient Insurance Fees 14,450 17,216 2,766 25% 30% 57,800 57,800 - Health Dept/Patient Fees 48,388 51,061 2,673 25% 26% 193,550 193,550 - Vital Records-Birth 10,000 9,160 (840) 25% 23% 40,000 40,000 - Vital Records-Death 23,000 18,750 (4,250) 25% 20% 92,000 92,000 - Interest on Investments 7,500 9,846 2,346 25% 33% 30,000 30,000 - Donations 2,963 1,447 (1,516) 25% 12% 11,850 11,850 - Interfund Contract 29,321 - (29,321) 25% 0% (a) 117,283 117,283 - Administrative Fee 3,000 3,000 - 25% 25% 12,000 12,000 - Total Revenues 771,601 516,603 (254,998) 25% 17% 3,086,397 3,163,610 77,213 Transfers In-Reserve Fund 25 - (25) 25% 0% 100 100 - Transfers In-General Fund 638,371 638,371 - 25% 25% 2,553,485 2,553,485 - TOTAL RESOURCES 2,009,997 1,959,183 (50,789) 25% 31% 6,239,982 6,521,404 281,422 REQUIREMENTS: Exp. Expenditures Personal Services 1,035,148 963,318 71,830 25% 23% b) 4,140,591 3,840,591 300,000 Materials and Services 347,503 307,830 39,673 25% 22% 1,390,013 1,390,013 - Capital Outlay 1,250 - 1,250 25% 0% 5,000 5,000 - Transfers Out 537,500 37,500 500,000 25% 25% 150,000 150,000 - Contingency 138,595 - 138,595 25% n/a 554,378 - 554,378 TOTAL REQUIREMENTS 2,059,996 1,308,648 751,348 25% 21% 6,239,982 5,385,604 854,378 NET (Resources - Requirements) (49,999) 650,535 700,559 - 1,135,800 1,135,800 (a) Service contract with Juvenile Department billed quarterly. MENTAL HEALTH Statement of Financial Operating Data Three Months Ended September 30, 2007 RESOURCES: Beg. Net Working Capital Revenues Marriage Licenses Divorce Filing Fees Federal Grants State Grants State Miscellaneous Title 19 Liquor Revenue Local Grants School Districts Mental Health Jail Comp Contract Payments Miscellaneous Patient Insurance Fees Patient Fees Seizure/Forfeiture Interest on Investments Rentals Donation Interfund Contract Administrative Fee Total Revenues Year to Date Budget Actual Variance FY % Coll. % $ 2,900,000 $ 2,876,903 $ (23,097) 100% 99% L Revised Year End Bud et Projection Variance $ 2,900,000 $ 2,876,903 $ (23,097) 1,375 2,080 705 25% 38% 5,500 5,500 - 40,000 42,296 2,296 25% 26% 160,000 160,000 - 36,405 - (36,405) 25% 0% (a) 145,618 145,618 - 957,154 879,375 (77,779) 25% 23% (b) 3,828,614 4,611,473 782,859 93,534 16,481 (77,053) 25% 4% (c) 374,134 374,134 - 38,100 56,926 18,826 25% 37% 152,400 200,000 47,600 26,500 11,496 (15,004) 25% 11% (d) 106,000 106,000 - 10,000 - (10,000) 25% 0% (d) 40,000 40,000 - 25,000 - (25,000) 25% 0% (e) 100,000 100,000 - 1,800 600 (1,200) 25% 8% 7,200 7,200 - 5,768 878 (4,890) 25% 4% 23,072 23,072 - 21,279 6,613 (14,666) 25% 8% 85,114 85,114 - 54,375 39,473 (14,902) 25% 18% 217,500 217,500 - 5,950 2,687 (3,263) 25% 11% 23,800 23,800 - - 20,215 20,215 25% n/a (f) - 20,215 20,215 36,060 39,000 2,940 25% 27% 144,240 144,240 - 4,125 2,200 (1,925) 25% 13% 16,500 16,500 - 500 - (500) 25% 0% 2,000 2,000 - 1,000 780 (220) 25% 20% 4,000 4,000 - 612,985 612,987 2 25% 25% 2,451,940 2,451,940 - 1,971,910 1,734,087 (237,823) 25% 22% 7,887,632 8,738,306 850,674 Transfers In-General Fund 365,629 368,129 2,500 Transfers In-Other 107,048 104,548 (2,500) TOTAL RESOURCES 5,344,587 5,083,667 (260,920) REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 25% 25% 1,462,516 1,462,516 - 25% 24% 428,193 428,193 - 25% 40% 12,678,341 13,505,918 827,577 Exp. 1,818,636 1,756,861 61,775 25% 24% (g) 7,274,545 6,949,545 325,000 955,321 742,357 212,964 25% 19% (h) 3,821,283 3,871,283 (50,000) 25 - 25 25% 0% 100 100 - 37,500 37,500 - 25% 25% 150,000 150,000 - 358,103 - 358,103 25% n/a 1,432,413 - 1,432,413 3,169,585 2,536,718 632,867 25% 20% 12,678,341 10,970,928 1,707,413 2,175,002 2,546,949 371,947 - 2,534,990 2,534,990 (a) Grant billing paid quarterly, in arrears. (b) Additional DHS State Grant funding totaling $782,859 for FY 07/08. (c) State miscellaneous variance due to historical 30-60 day delay in receipt of payment. (d) First payment expected in October. (e) Services to school districts are billed monthly, in arrears. First payment expected in October. (f) Revenues are unpredictable, not typically budgeted. (g) Anticipated salary savings due to unfilled positions. (h) Due to new contracts related to additional grant funding and increased costs on existing contracts we anticipate spending approximately $50,000 more than budgeted. COMMUNITY DEVELOPMENT Statement of Financial Operating Data Three Months Ended September 30, 2007 Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 489,444 $ 211,661 $ (277,783) 100% 43% $ 489,444 $ 211,661 (277,783) Revenues Admin-Operations 19,544 11,225 (8,319) 25% 14% a) 78,175 78,175 - Admin-GIS 2,000 693 (1,307) 25% 9% b) 8,000 8,000 - Admin-Code Enforcement 106,613 84,879 (21,734) 25% 20% 426,450 426,450 - Building Safety 616,988 487,423 (129,565) 25% 20% 2,467,950 2,467,950 - Electrical 150,975 127,585 (23,390) 25% 21% 603,900 603,900 - Contract Services 195,625 184,634 (10,991) 25% 24% 782,500 782,500 - Env Health-On Site Prog 239,363 145,904 (93,459) 25% 15% 957,450 957,450 - Env Health-Lie Facilities 136,613 51,018 (85,595) 25% 9% c) 546,450 546,450 - Env Health - Drinking H2O 13,000 7,150 (5,850) 25% 14% d) 52,000 52,000 - EPA Grant 38,919 - (38,919) 25% 0% d) 155,675 155,675 - Planning-Current 387,863 330,424 (57,439) 25% 21% 1,551,450 1,551,450 - Planning-Long Range 178,588 114,121 (64,467) 25% 16% 714,350 714,350 - Total Revenues 2,086,091 1,545,056 (541,035) 25% 19% 8,344,350 8,344,350 - Trans In-CDD Reserve 50,000 - (50,000) 25% 0% 200,000 200,000 - Trans In-CDD Bldg/Elec 19,785 - (19,785) 25% 0% 79,139 79,139 - Trans In-General Fund 18,750 18,750 - 25% 25% 75,000 75,000 - Trans In-Other 25 - (25) 0% 0% 100 100 - TOTAL RESOURCES 2,644,285 1,775,467 (868,818) 25% 19% 9,188,033 8,831,011 (277,783) REQUIREMENTS: Exp. 9/61 EXPENDITURES & TRANSFERS Admin-Operations Division 653,791 581,405 72,386 25% 22% 2,615,163 2,615,163 - Admin-GIS Division 75,994 70,148 5,846 25% 23% 303,974 303,974 - Admin-Code Enforcement 57,443 42,491 14,952 25% 18% 229,770 229,770 - Building Safety Division 327,713 314,464 13,249 25% 24% 1,310,851 1,310,851 - Electrical Division 108,003 100,629 7,374 25% 23% 432,013 432,013 - Contract Services 159,316 151,001 8,315 25% 24% 637,262 637,262 - Env Health-On Site Pgm 148,047 122,689 25,358 25% 21% 592,186 592,186 - Env Health-Lic Facilities 124,786 107,600 17,186 25% 22% 499,143 499,143 - Env Health - Drinking H2O 17,354 16,819 535 25% 24% 69,415 69,415 - EPA Grant 30,913 26,134 4,779 25% 21% 123,651 123,651 - Planning-Current Division 335,818 283,184 52,634 25% 21% 1,343,273 1,343,273 - Planning-Long Range Div 137,503 114,474 23,029 25% 21% 550,011 550,011 - Contingency 120,330 - 120,330 25% n/a 481,321 - 481,321 TOTAL REQUIREMENTS 2,297,011 1,931,038 365,973 25% 21% 9,188,033 8,706,712 481,321 NET (Resources - Requirements) 347,274 (155,571) (502,845) - 124,299 203,538 a) Revenue is low in relation to budget as payments for Redmond addressing contract are billed later in the year. b) Payments for custom GIS work are received as work is requested. c) Revenue is received primarily in January and February after license renewal statements are mailed out. d) Payments are received in installments or as billed. ROAD Statement of Financial Operating Data Three Months Ended September 30, 2007 Year to Date Revised Year End Budget Actual Variance FY % Coll. % I Budget I Projection Variance RESOURCES: Beg. Net Working Capital $5,302,706 $ 5,605,930 $ 303,224 100% 106% $ 5,302,706 $ 5,605,930 $ 303,224 Revenues System Development Ch 16,750 5,313 (11,437) 25% 8% 67,000 67,000 - Mineral Lease Royalties - 4,777 4,777 25% n/a - 4,777 4,777 Forest Receipts 767,000 - (767,000) 25% 0% a) 3,068,000 3,068,000 - State Grant 93,111 - (93,111) 25% 0% 372,445 372,445 - Motor Vehicle Revenue 2,100,000 1,892,138 (207,862) 25% 23% 8,400,000 8,400,000 - City of Bend 43,750 - (43,750) 25% 0% b) 175,000 175,000 - City of Redmond 106,250 - (106,250) 25% 0% b) 425,000 425,000 - City of Sisters 3,750 - (3,750) 25% 0% b) 15,000 15,000 - Miscellaneous 12,500 11,530 (970) 25% 23% 50,000 50,000 - Road Vacations 250 500 250 25% 50% 1,000 1,000 - Interest on Investments 37,500 71,188 33,688 25% 47% 150,000 150,000 - Donations 600 2,440 1,840 25% 102% 2,400 2,440 40 Interfund Contract 225,575 - (225,575) 25% 0% c) 902,300 902,300 - Equipment Repairs 63,075 30,307 (32,768) 25% 12% d) 252,300 252,300 - Vehicle Repairs 25,000 - (25,000) 25% 0% e) 100,000 100,000 - LID Construction 37,500 - (37,500) 25% 0% f) 150,000 150,000 - Vegetation Management 22,950 - (22,950) 25% 0% g) 91,800 91,800 - Inter-fund: Forester 5,250 - (5,250) 25% 0% g) 21,000 21,000 - Car Washes - 366 366 25% n/a g) - 366 366 Sale of Eqp & Material 150,000 109,892 (40,108) 25% 18% 600,000 600,000 - Sale of Public Lands 125 - (125) 25% 0% 500 500 - Total Revenues 3,710,936 2,128,451 (1,582,485) 25% 14% 14,843,745 14,848,928 5,183 Trans In-Solid Waste 231,750 - (231,750) 25% 0% h) 927,000 927,000 - Trans In-Road Imp Res 3,915 - (3,915) 25% 0% i) 15,660 15,660 - TOTAL RESOURCES 9,249,307 7,734,381 (1,514,926) 25% 44% 21,089,111 21,397,518 308,407 REQUIREMENTS: Exp. Expenditures Personal Services 1,412,868 1,390,681 22,187 25% 25% 5,651,471 5,531,813 119,658 Materials and Services 2,157,240 1,089,463 1,067,777 25% 13% j) 8,628,958 7,742,761 886,197 Capital Outlay 1,036,250 4,217 1,032,033 25% 0% 4,145,000 1,281,000 2,864,000 Transfers Out 225,000 - 225,000 25% 0% 900,000 900,000 - Contingency 440,921 - 440,921 25% n/a 1,763,682 - 1,763,682 TOTAL REQUIREMENTS 5,272,279 2,484,361 2,787,918 25% 12% NET (Resources - Requirements) 3,977,028 5,250,020 1,272,992 a) Annual payment anticipated to be received in December. b) Billed upon completion of work. c) Payment to be received in June 2007 from Fund 328 & 329. d) Billed to County departments monthly in arrears. e) Payment to be received in June 2007 from Fund 340. f) Payment to be received in June 2007 from Fund 430. g) Payment to be received in June 2007 from Fund 326. h) Payment to be received quarterly from Solid Waste. i) Payment to be received in June 2007 from Fund 335. j) Seasonal expenditures, includes overlays to take place in spring 2008. 21,089,111 15,455,574 5,633,537 - 5,941,944 5,941,944 ADULT PAROLE & PROBATION Statement of Financial Operating Data Three Months Ended September 30, 2007 Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 200,000 $ 311,856 $ 111,856 100% 156% $ 200,000 $ 311,856 $ 111,856 Revenues State Grant 665,438 665,468 30 25% 25% 2,661,752 2,661,752 - State Miscellaneous 3,325 - (3,325) 25% 0% 13,300 13,300 - Probation Work Crew Fees 12,750 7,044 (5,706) 25% 14% 51,000 51,000 - Alcohol and Drug Treatment 125 70 (55) 25% 14% 500 500 - Polygraph Testing 600 925 325 25% 39% 2,400 2,400 - Miscellaneous 2,250 4,273 2,023 25% 47% 9,000 9,000 - Electronic Monitoring Fee 22,500 22,823 323 25% 25% 90,000 90,000 - Probation Superv. Fees 51,250 62,557 11,307 25% 31% 205,000 205,000 - Cognitive Program 1,075 - (1,075) 25% 0% 4,300 4,300 - Interest on Investments 7,125 5,348 (1,777) 25% 19% 28,500 28,500 - Leases - 3,000 3,000 25% n/a - 3,000 3,000 Rentals 750 150 (600) 25% 5% 3,000 3,000 - Drug Court - Byrne 2,500 - (2,500) 25% 0% 10,000 10,000 - Total Revenues 769,688 771,658 1,970 25% 25% 3,078,752 3,081,752 3,000 Transfers In-General Fund 85,000 85,000 - 25% 25% 340,000 340,000 - Transfers In-Video Lottery 26,500 26,500 - 25% 25% 106,000 106,000 - Transfers In-Sheriff 12,500 12,500 - 25% 25% 50,000 50,000 - Transfers In-Video Lottery 750 750 - 25% 25% 3,000 3,000 - TOTAL RESOURCES 1,094,438 1,208,264 113,826 25% 32% 3,777,752 3,892,608 114,856 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) Exp. 703,883 652,822 51,061 25% 23% 2,815,532 2,815,532 - 156,816 159,949 (3,133) 25% 25% 627,262 627,262 - 25 - 25 25% 0% 100 100 - 83,715 - 83,715 25% n/a 334,858 - (334,858) 944,439 812,771 131,668 25% 22% 3,777,752 3,442,894 (334,858) 149,999 395,493 245,494 - 449,714 449,714 COMM ON CHILDREN & FAMILIES Statement of Financial Operating Data Three Months Ended September 30, 2007 Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 542,211 $ 613,800 $ 71,589 100% 113% $ 542,211 $ 613,800 $ 71,589 Revenues Federal Grants 68,735 - (68,735) 25% 0% 274,939 274,939 - Title IV- Family Sup/Pres 10,400 - (10,400) 25% 0% a) 41,601 37,650 (3,951) HealthyStart Medicaid 35,000 - (35,000) 25% 0% b) 140,000 130,000 (10,000) Child Care Block Grant 14,175 - (14,175) 25% 0% a) 56,698 58,668 1,970 Level 7 Services 51,492 - (51,492) 25% 0% a) 205,969 175,191 (30,778) Juvenile Crime Prevention 97,477 (1) (97,478) 25% 0% c) 389,908 452,792 62,884 State Prevention Funds 34,375 46,875 12,500 25% 34% d) 137,500 187,500 50,000 HealthyStart /R-S-G 82,674 - (82,674) 25% 0% a) 330,694 374,000 43,306 OCCF Grant 93,901 - (93,901) 25% 0% a) 375,603 472,124 96,521 Miscellaneous 875 846 (29) 25% 24% e) 3,500 7,000 3,500 Court Fines & Fees 6,000 6,507 507 25% 27% 24,000 24,000 - Interest on Investments 6,250 8,077 1,827 25% 32% f) 25,000 45,000 20,000 Grants-Private 3,000 - (3,000) 25% 0% g) 12,000 11,000 (1,000) Total Revenues 504,354 62,304 (442,050) 25% 3% 2,017,412 2,249,864 232,452 Trans from General Fund 87,300 87,300 - 25% 25% 349,200 349,200 - Trans from Other 42,824 42,824 - 25% 25% 171,297 171,297 - Total Transfers In 130,124 130,124 - 25% 25% 520,497 520,497 - TOTAL RESOURCES 1,176,689 806,228 (370,461) 25% 26% 3,080,120 3,384,161 304,041 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) Exp. 136,680 127,966 8,714 25% 23% 546,721 546,721 - 537,529 111,625 425,904 25% 5% 2,150,116 2,284,206 (134,090) 25 - 25 25% 0% 100 100 - 95,796 - 95,796 25% n/a 383,183 - 383,183 770,030 239,591 530,439 25% 8% 3,080,120 2,831,027 249,093 406,659 566,637 159,978 553,134 553,134 a) Grant amounts finalized according to the OCCF budget workgroup and allocation formulas. b) Local Medicaid reimbursements trending downward due to new guidelines. c) JCP funding allocations increased. d) Safe & Drug Free Schools grant budgeted at $50,000, actual is $100,000. e) Partner reimbursements for office expenses, and project contributions expected to increase. D Interest income projection increased due to higher cash balance and additional grant funding. g) Youth conference donations decreased to match 06/07 actual amount. SOLID WASTE Statement of Financial Operating Data Three Months Ended September 30, 2007 RESOURCES: Beg. Net Working Capital Revenues State Grant Miscellaneous Franchise 3% Fees Commercial Disp. Fees Private Disposal Fees Franchise Disposal Fees Yard Debris Special Waste Interest Sale of Equip & Material Total Revenues Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance $ 2,280,356 $ 2,678,908 $ 398,552 100% 117% $ 2,280,356 $ 2,678,908 $ 398,552 - 88,693 88,693 8,750 8,461 (289) 40,000 - (40,000) 515,000 434,565 (80,435) 517,500 472,472 (45,028) 1,343,866 1,184,556 (159,310) 14,163 27,867 13,704 7,500 7,421 (79) 30,000 43,067 13,067 11,250 21,687 10,437 2,488,029 2,288,789 (199,240) 25% n/a - 88,693 88,693 25% 24% 35,000 35,000 - 25% 0% a) 160,000 160,000 - 25% 21% 2,060,000 2,060,000 - 25% 23% 2,070,000 2,070,000 - 25% 22% 5,375,465 5,375,465 - 25% 49% b) 56,650 56,650 - 25% 25% 30,000 30,000 - 25% 36% 120,000 120,000 - 25% 48% c) 45,000 45,000 - 25% 23% 9,952,115 10,040,808 88,693 Trans In-North Area Dev 512,500 - (512,500) 25% 0% d) 2,050,000 2,050,000 - TOTAL RESOURCES 5,280,885 4,967,697 (313,188) 25% 35% 14,282,471 14,769,716 487,245 REQUIREMENTS Exp. Expenditures Personal Services 433,507 409,031 24,476 25% 24% 1,734,028 1,734,028 - Materials and Services 1,248,749 604,528 644,221 25% 12% e) 4,994,995 4,994,995 - Debt Service 241,989 - 241,989 25% 0% 967,954 967,954 - Capital Outlay 44,850 16,608 28,242 25% 9% 179,400 179,400 - Transfers Out 1,456,750 - 1,456,750 25% 0% 5,827,000 5,827,000 - Contingency 144,774 - 144,774 25% n/a 579,094 - 579,094 TOTAL REQUIREMENTS 3,570,619 1,030,167 2,540,452 25% 7% 14,282,471 13,703,377 579,094 NET(Resources - Requirements) 1,710,266 3,937,530 2,227,264 - 1,066,339 1,066,339 a) Franchise fees are due April 15th. b) Seasonal material. c) Recycling revenues higher than expected and seasonal. d) Transfer will occur after project completion anticipated in November 2007. e) Larger dollar items/projects/events/purchases are scheduled throughout the year. Health Benefits Trust Statement of Financial Operating Data Three Months Ended September 30, 2007 RESOURCES Beg. Net Working Capital Revenues: Internal Premium Charges P/T Emp - Add'I Prem Employee Prem Contribution COIC Retiree / COBRA Co-Pay Medical Services Reimb Prescription Rebates Interest Total Revenues Year to Date Year End Budget Actual Variance FY % Coll. % Budget Pro'ection Variance $10,500,000 $10,760,885 $ 260,885 100% 102% $10,500,000 $10,760,885 $ 260,885 2,775,000 3,030,883 255,883 25% 27% 11,100,000 11,350,000 250,000 37,975 43,663 5,688 25% 29% 151,900 151,900 - 86,258 80,850 (5,408) 25% 23% 345,030 345,030 - 193,944 211,197 17,253 25% 27% 775,775 775,775 - 100,000 135,870 35,870 25% 34% 400,000 400,000 - - - - 25% n/a - - - - 19,632 19,632 25% n/a - 19,632 19,632 112,500 137,847 25,347 25% 31% 450,000 450,000 - 3,305,676 3,659,942 354,266 25% 28% 13,222,705 13,492,337 269,632 TOTAL RESOURCES 13,805,676 14,420,827 615,151 92% 61% REQUIREMENTS Exp. Expenditures: Personal Services 27,197 25,863 1,333 25% Materials & Services Conferences and Seminars 750 - 750 25% Claims Paid-Medical/Rx 2,459,532 1,841,589 617,943 25% Claims Paid-Dental/Vision 325,167 308,766 16,401 25% Refunds - (17,972) 17,972 25% n/a Insurance Expense 105,788 80,227 25,560 25% State Assessments 15,000 - 15,000 25% Administration Fee 65,100 57,043 8,057 25% PPO Fee 9,494 7,866 1,628 25% Health Impact 10,000 11,203 (1,203) 25% Printing 3,000 - 3,000 25% Program Expense/Supplies 2,750 - 2,750 25% Other 5,113 4,422 691 25% Total Materials & Services 3,001,694 2,293,144 708,550 25% Capital Outlay - - - 25% Contingency 2,901,761 - 2,901,761 25% 24% 23,722,705 24,253,223 530,518 108,786 108,786 - 0% 3,000 3,000 - 19% a) 9,838,129 7,366,176 2,471,953 24% a) 1,300,669 1,235,063 65,605 - (17,972) 17,972 19% 423,150 423,150 - 0% 60,000 60,000 - 22% 260,400 260,400 - 21% 37,975 37,975 - 28% 40,000 40,000 - 0% 12,000 12,000 - 0% 11,000 11,000 - 22% 20,452 20,452 - 19% 12,006,775 9,451,245 2,555,530 0% 100 - 100 0% 11,607,044 - 11,607,044 TOTAL REQUIREMENTS 5,930,651 2,319,007 3,611,644 25% 10% NET (Resources - Requirements) 7,875,025 12,101,820 4,226,795 a) Based on annualizing 13 weeks of claims paid. 23,722,705 9,560,031 14,162,674 14,693,192 14,693,192 DESCHUTES COUNTY 911 Statement of Financial Operating Data Three Months Ended September 30, 2007 RESOURCES: Beg. Net Working Capital $2,600,000 $2,975,172 $ 375,172 Revenues Property Taxes - Current 596,565 - (596,565) Property Taxes - Prior 13,750 35,962 22,212 State Reimbursement 5,500 2,191 (3,309) Telephone User Tax 189,910 - (189,910) Data Network Reimb. 8,500 3,644 (4,856) Jefferson County 4,000 4,765 765 User Fee 8,250 2,156 (6,094) Contract Payments 17,500 - (17,500) Miscellaneous 2,000 1,835 (165) Interest 11,250 30,931 19,681 Interest on Unsegregated Tax 320 83 (237) Total Revenues 857,545 81,567 (775,978) TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) Year to Date Revised Year End Budget Actual Variance % of FY % Coll. Budget Projection Variance 100% 114% 25% 25% 25% 25% 25% 25% 25% 25% 25% 25% 25% 25% 3,457,545 3,056,739 (400,806) 25% 0% 65% 10% 0% a) 11% 30% 7% 0% 23% 69% 6% 2% 51% Exp. $2,600,000 $2,975,172 $ 375,172 2,386,259 2,386,259 - 55,000 55,000 - 22,000 22,000 - 759,640 759,640 - 34,000 34,000 - 16,000 16,000 - 33,000 33,000 - 70,000 70,000 - 8,000 8,000 - 45,000 45,000 - 1,280 1,280 - 3,430,179 3,430,179 6,030,179 6,405,351 375,172 859,850 745,345 114,505 25% 22% 3,439,398 3,439,398 - 189,587 196,912 (7,325) 25% 26% 758,349 758,349 - 11,475 - 11,475 25% 0% 45,900 45,900 - 446,633 - 446,633 25% n/a 1,786,532 - 1,786,532 1,507,545 942,257 565,288 25% 16% 6,030,179 4,243,647 1,786,532 1,950,000 2,114,482 164,482 - 2,161,704 2,161,704 a) Payments are disbursed quarterly. O LL O 10 00 N U N O ~ M °1t~ m NO ~ ~ Ua~~ o a cm m E r m O1 a n m a o C w U (0 C 0 O LL np`N .T C MIS 0 D 0 m O O U C N O mr0 Nm 0 T L (r ? CM Z 0 oat O V LLJ T¢ O w a 2 m C I~ r; ! 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I I I 0 m N i0 O• 0)M LOO N V Q)N n 0 LO LO LO i n N (L 0) ' n (O ' M ' V O Ln V O W O O1 N N ' O1 P N N OV t0 4) 0) 47 V Q) 't 0O OO 00 o O 0 O 47 to t0 i I n to . (6 }~Q v00 N co MVM N 0 N nM O 9) N N O tnVO nrO CV nn 0i r co tb N M M N N L 1 AVIV V MnI X00! IM!V IOI ~ ~I OI IO IODIrI V rl !Nit01 INI O Mi !MI INI ! 1010)IN! lc" N 1 IOiCO! ' IOp O i 0D ! O T i~I ! 101 E (D I l I V 00 r!N tbI r I (D 11 j N. ! O 71 ! L 1 L O OT 0j ~ ! :O! m U , 1 : !~I I 111 IC" P ICOO IN 1 'at N OjO!~' i !cnDl r- 1 INi O U ¢ l l ! I I ' 100 c) I to P_ Ln IN 1010 _ I I !V 001 IMI I i - !~1! -f- M n I(Oi(Ppl I 1 I 1 i I ! N ir!00I ' MINI ' :O. co 04 INI 1CDOI !Mi , i0! O!'S1~I ! ! iLn Q ILO!r! 1 Ir 1, !V! 'r Ir'Ii r ~ I I ! i-!~j N I ILO Oi ' i~I°n°I 'NI ~ i I ~ 1. CD I I(OOI ! IN In INI ~ I I I i ' I i I I I 'I I i 1 1 ! la(oo I 7 ! Mim N. ! O t0: Iq 0 ILn Q)IPI I M ! 47m r 0)I ' OI t0, 1011 (01 co p N IM 10) I O m O co O !t0! OICI j p (0 0 , (0, INI I O~ iN! N (~Irl j 1 Ir j ! nINI 'Ip' °I ICI 1 IOI 140 I M I !co I IMI IMI 1 1 IO'IV ! ' Iv li Ir; h I~ ~r I l l Io ! ~I ! l i I dI II III 'I I I i i i t IN lu l I°wl dl '~~I ~°7 C ( 1 10 OI I 1 C cl W ml co C ICI C IUI l I N > i I I`~I 131 ICI I mi I I m1 ' l0 I m NI U I~ C C W an I IN I I I W ~I x. I IN I WI 0 x I ^ M 06 C LL (TIN I ! I I I I mI C I ItA m C m l 0l m l I ' m l d L I C ! N! C m >1 LL ! m W OI- O v C ~ 1 m.! 0 V T C l q (dl•- O U I W I Y v W l0 1 T H I I O~ t l ; I... '10 O U mI CI ?I•N C M I I i ; U N ~I> m - m O I mlc O LL • I~ (m O x ! ! (0 O OJ: W IN I~I~ 0. ! d U) D O 711E W LL~ N O 7j X I m LL U C V U ' : I d1 I y I.O C C.~I~IO mICtn x - C N f0 C C) 0 01 IWC I a M LL I m I7 I•Z L I I U LL m v q ~ i m'- ~m~' U t01 Q Z m' Z O C ' Of O LU Cla lD C•'m U171.t!m m E S C li O !r O • m C C I... {C ` CM Im E L 7 m m m 101 I C IC m m rnw ~I m o l > ml - m of m1 o m a l0 'j0 m mI m I Z ! I(pO.IZI 1 l 'w- mIO IL )C NI' O N C(0 C I.- ! ` m I o . s ~ R aI W F.tn UIS aIUI>I- - F1 0 ( dam U~ I a b m IL I ciC7I~ ¢ a Y. Ir Lal mi 1 m c F-! O i ! LL OI I IOI w OImI~IOF-I Z W IU Z Deschutes County - Fair and Expo Center YTD-Budget Basis Statement of Financial Operating Data Three Months Ended September 30, 2007 RESOURCES: Beg. Net Working Capital Receipts: Events Telephone Fees - Events Parking Fees Storage RV / Camping Horse Stall Rental Concession % - Food Vending Machines Interfund Contract Rights (Signage, etc.) Miscellaneous Interest Total Receipts Transfers In TOTAL RESOURCES REQUIREMENTS: Expenditures: Personal Services Materials and Services Debt Service Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) Budget Actual Variance FY % Coll. % Budget Projection Variance $ 75,000 $ 10,606 $ (64,394) 100% 14% $ 75,000 $ 10,606 $ (64,394) 385,000 384,679 (321) 25% 42% 920,000 919,679 (321) 30,000 28,993 (1,007) 25% 69% 42,000 40,993 (1,007) - - - 25% 0% 6,000 6,000 - - - - 25% 0% 60,000 60,000 - 75,000 76,100 1,100 25% 28% 270,000 270,450 450 - 2,650 2,650 25% 5% 55,000 57,650 2,650 69,000 108,352 39,352 25% 34% 320,000 359,352 39,352 - 105 105 25% 5% 2,000 2,000 - 5,000 - (5,000) 25% 0% 47,000 52,000 5,000 - 4,000 4,000 25% 4% 95,000 99,000 4,000 1,251 4,679 3,428 25% 94% 5,000 8,428 3,428 2,001 3,415 1,414 25% 43% 8,000 9,413 1,413 567,252 612,972 45,720 25% 33% 1,830,000 1,884,965 54,965 75,088 75,088 (0) 25% 11% 705,353 705,353 - 717,340 698,666 (18,674) 25% 27% 2,610,353 2,600,924 (9,429) Exp. 222,978 207,794 15,184 25% 225,543 258,196 (32,653) 25% - - - 25% - - - 25% - - - 25% - - - 25% 448,521 465,990 (17,469) 25% 268,819 232,676 (36,143) Accrued Revenue (Accounts Receivable): Current Month Events 15,253 Prior Months 61,897 Total Accounts Receivable 77,150 23% 891,983 876,728 15,255 29% 902,542 969,109 (66,567) 0% 359,101 359,101 - 0% 45,000 45,000 - 0% 250,000 250,000 - n/a 161,727 - 161,727 18% 2,610,353 2,499,938 110,415 - 100,986 100,986 Deposits Received for Future Events: 2007: October 11,812 November 19,793 December 775 2008: January 2,000 February 1,900 March 1,050 April 4,780 May 1,500 June 1,700 July - August - September 800 October 50 November 1,250 December 575 2009 and Beyond 40,427 TOTAL 88,412 Deschutes County Fair and Expo Center Statement of Financial Operating Data September 2007 Budget Actual Variance RESOURCES: Beg. Net Working Capital $ - $ - $ - Receipts: Events 55,000 54,848 (152) Telephone Fees - Events - 140 140 Parking Fees - - - Storage - - - RV / Camping 25,000 8,831 (16,169) Horse Stall Rental - 1,178 1,178 Concession % - Food 7,000 18,000 11,000 Vending Machines - - - Interfund Contract - - - Rights (Signage, etc.) - - Miscellaneous 417 2,554 2,137 Interest 667 1,013 346 Total Receipts 88,084 86,564 (1,520) Transfer In 75,088 75,088 Transfer from Annual County Fair - - - Total Transfers 75,088 75,088 - TOTAL RESOURCES REQUIREMENTS: Expenditures: Personal Services Materials and Services Debt Service Capital Outlay Transfers Out Contingency 163,172 161,652 (1,520) 74,326 66,037 8,289 75,181 67,814 7,367 TOTAL REQUIREMENTS NET (Resources - Requirements) 149,507 133,851 15,656 13,665 27,801 14,136 Deschutes County Fair and Expo Center Accounts Receivable September 30, 2007 Current Month OHSET Training 365 Redmond Chamber Dinner Dance 1,528 Teleflora 300 Moto Sport 1,060 Food & Beverage - estimate 12,000 Total Current Month 15,253 Prior Months: August 2007 FMCA 59,757 October 2006 Angus Banquet 125 April, 2006 NW Expo & Trade show 2,015 Total Prior Months 61,897 Total Accrued Revenue as of September 30, 2007 77,150 Deschutes County Fair - Fund 619 Revenues and Expenses FAIR 2007 REVENUES Gate Receipts Carnival Commercial Exhibitors: Outside Inside Food Livestock Entry Fees R/V Camping Concessions: Food Fair Sponsorship: Rodeo On-ground Stages Day Golf Carts Food Court Concert Presenting Sponsors Barn Sponsors Building Sponsors Parade Sponsors Grants T-Shirts Telephone Fees State Grant Interest Miscellaneous TOTAL REVENUES EXPENSES Personnel Materials and Services Contingency TOTAL EXPENSES Net Fair - 2007 Transfer to Fund 618 Retained in Annual Fair Fund Beg Net Working Capital Ending Balance Actual/Accrued Approved Through FY 07-08 September 30, Budget 2007 457,000 458,691 158,000 151,784 92,000 95,675 41,000 38,600 12,000 13,975 51200 4,785 18,000 20,650 163,000 164,257 1,126,200 1,145, 559 178,679 128,320 749,962 659,663 27,165 - 955,806 787,983 170,394 357,576 280,000 280,000 (109,606) 77,576 109,606 109,607 - 187,183 38,000 46,050 8,000 8,000 13,000 13,000 2,500 2,830 3,500 3,500 30,000 30,000 18,000 18,000 5,000 3,500 5,000 5,000 2,500 5 ,000 7,500 4 ,000 4,124 500 - 46, 000 46,000 1 ,500 7,135 - 3 i Engineering Medical Contract Temporary Help - Office Temporary Help - Labor Transportation Indirect Charge - Admin Svcs Indirect Charge - Finance Indirect Charge - Legal Indirect Charge - Personnel Indirect Charge - IT Indirect Charge - IT Reserve Food Booth Cash Control Gate Receipts Cash Control Major Entertainment Grounds Entertainment Livestock Competition Sheep Competition Open Class Rodeo Security Water & Sewer Portable Sanitation Garbage Custodial/Janitorial Grounds Upkeep, Landscape Building Repair & Maintenance Equipment R & M Maintenance Agreements Copy Machine Rental Equipment Rental Rentals Membership & Dues Conferences & Seminars Bank Charges Insurance Premiums Telephone Cellular Announcements Promotion Printing Travel Premiums-Other Over / Short Custodial supplies Equipment R & M Suplies General supplies Office/Copier Postage Queen Court Program supplies Bldg/Grounds R & M Supplies Safety supplies Shop supplies Software supplies Special Supplies Straw & Hay Vehicle R & M Supplies Electricity Gas/Oil/Diesel Heating Oil/Propane Natural Gas Meeting Supplies Signage TOTAL DESCHUTES COUNTY - ANNUAL FAIR Budgeted and Actual Materials and Services Fair 2007 Actual to Date Estimated Through (Through September 31, (Over)/Under Dec 31, (Over)/Under Budget 2007 Actual 2007) Estimated 5,000 3,540 1,460 1,460 16,000 1,400 14,600 14,600 8,000 21,008 (13,008) (13,008) 50,000 36,476 13,524 - 13,524 9,000 9,388 (388) (388) 4,580 3,041 1,539 1,146 393 5,498 4,462 1,036 1,374 (338) 9,425 9,634 (209) 2,355 (2,564) 2,023 1,432 591 507 84 16,049 12,079 3,970 4,011 (41) - 1,135 (1,135) - (1,135) 4,500 4,000 500 500 20,000 15,127 4,873 4,873 150,000 117,942 32,058 32,058 42,000 39,273 2,727 2,727 - 2,906 (2,906) (2,906) 600 - 600 600 40,000 24,877 15,124 - 15,124 56,000 65,097 (9,097) (9,097) 63,000 63,822 (822) (822) 2,000 - 2,000 2,000 4,000 3,569 431 431 3,000 6,079 (3,079) (3,079) 9,000 - 9,000 - 9,000 10,000 (10,000) - (10,000) 4,000 4,541 (541) (541) 2,500 852 1,648 1,648 500 166 334 334 600 850 (250) (250) 58,000 47,678 10,322 - 10,322 348 2,000 486 1,514 1,514 1,000 384 616 616 40,187 29,271 10,916 10,044 872 5,000 4 4,996 4,996 700 488 212 212 25,000 22,990 2,010 2,010 6,000 9,702 (3,702) (3,702) 4,300 2,524 1,776 - 1,776 20,000 20,000 - - - 541 (541) (541) 11,000 14,094 (3,094) (3,094) 300 73 227 227 1,500 2,753 (1,253) (1,253) 800 484 316 - 316 2,500 2,513 (13) (13) 4,000 3,326 674 - 674 2,200 931 1,270 1,270 3,000 6,146 (3,146) (3,146) 400 - 400 400 2,200 811 1,389 1,389 1,500 - 1,500 1,500 1,500 621 879 879 4,000 1,469 2,531 2,531 17,000 23,565 (6,565) - (6,565) 4,000 3,781 219 - 219 1,000 151 849 849 3,200 1,789 1,411 1,411 200 47 153 153 200 - 200 - 200 749,962 659,663 90,299 19,437 71,210 DESCHUTES COUNTY Annual County Fair (Fund 619) Balance Sheet September 30, 2007 Assets Cash $ 418,212 Accounts Receivable 49,500 Total Assets $ 467.712 Liabilities Accounts Payable $ 529 Transfer to Fund 618 280.000 Total Liabilities 280,529 Fund Balance Fund Balance 187,183 Total Liabilities and Fund Balance $ 467.712 The "Fair Year" is January 1 through December 31. a 7 Deschutes County Fair - Fund 619 Revenues and Expenditures Annual County Fair REVENUES: Gate Receipts Entertainment Carnival Commercial Exhibitors Livestock Entry Fees RV/Camping Concessions - Food Concessions - Entertainment Fair Sponsorship T - Shirts Sales State Grant Interest Lottery Grant Miscellaneous TOTAL REVENUES EXPENDITURES: Personnel Materials and Services TOTAL EXPENDITURES 2,567,726 423,709 865,829 942,439 41,722 95,888 805,520 2,802 546,222 20,997 297,177 22,095 48,028 9,411 6,689,564 842,132 4,254,291 5,096,423 Gross Profit 217,409 184,907 116,240 207,897 208,494 300,617 357,576 1,593,141 Transfer to Fair & Expo Fund 154,556 172,102 185,000 191,000 204,300 219,000 280,000 1,405,958 TOTAL EXPENDITURES 738,328 919,249 888,045 884,526 957,195 1,047,055 1,067,983 6,502,381 Retained in Annual Fair Fund 62,853 12,805 (68,760) 16,897 4,194 81,617 77,576 187,183 * As of September 30, 2007 Fund 619 =air 2001 Fair 2002 Fair 2003 Fair 2004 Fair 2005 Fair 2006 Fair 2007 " Cumulative 300,372 341,755 320,332 331,536 359,202 455,838 458,691 118,433 127,727 38,787 48,762 30,000 30,000 30,000 95,211 99,971 92,345 135,412 133,401 157,705 151,784 122,701 110,596 133,254 142,863 143,275 141,500 148,250 6,080 7,373 7,502 5,723 5,144 5,114 4,785 6,296 10,095 10,620 13,635 15,689 18,903 20,650 65,621 94,675 88,961 103,452 127,038 161,516 164,257 1,262 1,240 - 300 - - 37,850 78,360 69,342 74,100 87,335 96,855 102,380 - 3,815 1,569 2,117 5,506 3,867 4,124 43,056 40,868 39,200 35,141 46,456 46,456 46,000 1,130 2,471 1,390 1,401 2,756 5,813 7,135 - 10,528 15,000 5,000 5,000 5,000 7,500 3,170 2,581 983 1,981 588 105 3 801,181 932,054 819,285 901,423 961,389 1,128,672 1,145,559 39,121 107,624 124,434 134,533 145,642 162,459 128,320 544,651 639,523 578,611 558,993 607,253 665,597 659,663 583,772 747,147 703,045 693,526 752,895 828,055 787,983 MEMORANDUM To: Board of County Commiss.oners, Dave Kanner and Marty Wynne From: Jeanine Fari RE: RV Park Date: October 18, 2007 Attached is the report on the RV Park Construction Project, reflecting activity through September 30, 2007 and updates on commitments through the end of the project. Two change orders submitted by Corp Inc. have not been approved by Deschutes County, but have been included in the total cost of the project. There have been on-going meetings to discuss these. 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E L.N of c!U p 'OlWC1-. ;(D c ' c; 'U E i01=' El=iY Q ! c p: v U'p : E =03 a) 0) l Q N I (D ) y p~' c ~c ~ L p ~ cu OIO L O' ~Im a- cc) t L NI, 1 I ' L ~ O Orf :i ce O a) > U a) ci ` a, (0 zI O E. O CL a' ''a^) L p 0) CD 1a O U a) oaa)) -:3 E ~ E v E X00 U) 0 r CD L a) cn c co E U c W LO U . j•-I Ic01 i !0I~ iN In! I^ ! ! jtfi'M!~! jn;~ j~ ~~N M iii I~ 'Ci , ( coiN Iv ~I~IO .O N in i ' ' IMj N N ' N v!c-, 'O IC U U O m c O E r m CL m O m C C m 0 'O c 7 LL N N C O CL X W .2: N C > fC U ~ o v N.O.N L N LL N N O 0 C f0 C C H C f0 C O 7 w W l9 C E am U) N U C O7 ID C O 0 n O 0 N O MEMORANDUM •v To: See Distribution From: Jeanine Faria, Deschutes County Finance Department (385-1411) RE: Quarterly report - Court Facilities Account Date: October 2, 2007 Attached is the quarterly report, for the three months ended September 30, 2007, showing revenues, deposits and expenditures of the court facilities security account, as now required by ORS 1.182. Please contact me with any questions or comments Distribution: County governing body Tammy Baney Mike Daly Dennis Luke Advisory Committe on Court Security and Emergency Preparedness Presiding Judge DESCHUTES COUNTY FINANCE DEPARTMENT 541-385-1411 (voice) / jeaninef@deschutes.org Court Security (Fund 240) Statement of Financial Operating Data Three Months Ended September 30, 2007 RESOURCES: Beg. Net Working Capital Revenues County Assessment: Circuit Court Municipal Court Justice Court Interest on Investments Total Revenues TOTAL RESOURCES REQUIREMENTS: Expenditures Internal Services - Finance Internal Services - Administrative Interfund Contract TOTAL REQUIREMENTS NET (Resources - Requirements) Year to Date Budget Actual Variance FY % Coll. % - 26,101 26,101 100% n/a 14,625 11,056 (3,569) 25% 19% 9,125 8,132 (993) 25% 22% 1,500 6,021 4,521 25% 100% a) 15 449 434 25% 748% 25,265 25,658 393 25% 25% 25,265 51,759 26,494 25% 51% Exp. 143 144 (2) 25% 25% 121 120 1 25% 25% 25,002 25,002 (1) 25% 25% b) 25,265 25,266 (1) 25% 25% - 26,493 26,493 a) 40% of County Assessment Revenues from Justice Court b) Cost of Court Security accounted for in Department 38 in Sheriffs Office Fund, as follows: Personnel Materials & Services Capital Outlay Total Department 38 Interfund Contract, per above Balance not funded by contract [ - Year to Date 7 Budget Actual Variance FY % Coll. % 49,683 44,618 5,065 25% 22% 3,407 1,540 1,867 25% 11% - - - 25% n/a 53,090 46,158 6,932 25% 19% 25,002 25,002 (1) 25% 25% b) 28,089 21,156 6,932 15% DATE: October 18, 2007 TO: Board of County Commissioners FROM: Marty Wynne Finance Director and Treasurer RE: Appointment to the Investment Advisory Committee When Ms. Margaret Echeveste resigned her position as Finance Director with the City of Bend, this created an open position on the Investment Advisory Committee. Sonia Andrews, the newly appointed Finance Director with the City of Bend, has agreed to join our Investment Advisory Committee, if so appointed. I think she would be an excellent addition to the Committee. For your information, the following paragraph is the language included in our Investment Policy: "in addition, an Investment Committee consisting of five members will meet and review any changes to this Policy. This committee will consist of one County Commissioner and four additional members with backgrounds such as a Banker, Security Broker, Controller/Chief Financial Officer, or Government Finance Manager." DISASTER DECLARATION REVIEWED LEGAL COUNSEL For Recording Stamp only BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON A Resolution of Deschutes County, Oregon Declaring a State of Emergency Within RESOLUTION NO. Deschutes County WHEREAS, the County of Deschutes is faced with an emergency situation due to the beginning at 20 hours during of , and WHEREAS, ORS 401.309, authorizes declarations of state of emergency by local government: procedures and mandatory evacuations, and WHEREAS, the respective Mayor's/Administrators of the cities of and have determined that extraordinary measures must be taken to protect lives, road systems, and property and have contacted the county for assistance, NOW, THEREFORE, BE IT PROCLAIMED BY THE DESCHUTES COUNTY BOARD OF COMMISSIONERS OF DESCHUTES COUNTY, OREGON: Section 1. A state of disaster is declared within Deschutes County. Section 2. The joint Emergency Management Plan has been implemented. Section 3. Mandatory evacuation of residents and other individuals located , is necessary for public safety or for the efficient conduct of activities to mitigate the effects of the emergency. DISASTER DECLARATION Section 4. That this Declaration of a State of Disaster Within Deschutes County shall take effect immediately upon execution and continue for a period of seven (7) days from the date of execution, unless it is continued by consent of the Board of County Commissioners of Deschutes County, Oregon. DATED this day of , 20 at ATTEST: hours. BOARD OF COUNTY COMMISSIONERS FOR DESCHUTES COUNTY, OREGON MICHAEL M. DALY, Chair DENNIS R. LUKE, Commissioner Recording Secretary TAMMY BANEY, Commissioner I City Request for Declaration DISASTER DECLARATION REVIEWED LEGAL COUNSEL For Recording Stamp only BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON A Resolution of Deschutes County, Oregon Declaring a State of Emergency Within RESOLUTION NO. Deschutes County and Requesting the Governor declare a State of Emergency WHEREAS, the conditions necessitating declaration of a state of emergency continues to exist; and dire consequences of this emergency create an imminent threat to the safety, lives and property of the citizens of Deschutes County, and WHEREAS, Deschutes County is unable to respond or recover from this emergency adequately, and WHEREAS, ORS 401.055(1) provides the authority for the county governing body to request the Governor of the State to declare a state of emergency, and WHEREAS, a quorum of the Deschutes County Board of Commissioners is not available to sign a resolution declaring said portion of Deschutes County to be in a state of emergency and Deschutes County Code 2.04.055 allows the Board Chair to sign said declaration, NOW, THEREFORE, AS CHAIR OF THE DESCHUTES COUNTY BOARD OF COMMISSIONERS OF DESCHUTES COUNTY, OREGON: I hereby request the Governor to declare that portion of _ (Map attached) to be in a state of emergency in accordance appropriate State Agencies to take those steps necessary to resourses to deal with the emergency and its recoveryt WHEREAS, Deschutes County, Oregon has requested the declaration of an emergency due to . and with ORS 401.055 and request the assist the county with the necessary Furthermore: The County of Deschutes requests the State to supply N N DISASTER DECLARATION Furthermore: This declaration is to take effect immediately in accordance with the provisions of ORS 401.105 and may be terminated in accordance with ORS 401.105, termination of state of emergency. DATED this day of , 20 ATTEST: BOARD OF COUNTY COMMISSIONERS FOR DESCHUTES COUNTY, OREGON Recording Secretary MICHAEL M. DALY, Chair BoCC Not Avail-Request State Ded/Assist DISASTER DECLARATION REVIEWED LEGAL COUNSEL For Recording Stamp only BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON A Resolution of Deschutes County, Oregon Declaring a State of Emergency Within RESOLUTION NO. Deschutes County and Requesting the Governor declare a State of Emergency WHEREAS, due to Deschutes County; and WHEREAS, the portion of Deschutes County lying is affected; and WHEREAS, that the County of Deschutes, having exhausted its resources; and in WHEREAS, the emergency situation appears to be of such a magnitude and severity, with the likelihood of continuing for the next several days, that it is beyond the County's response capability; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON, as follows: Section 1. Under the emergency powers granted by ORS 401.309, declare that a "State of Emergency' exists within Deschutes County due to the fact that local resources are being depleted and request the Governor declare Deschutes County a disaster area. Section 2. Further, the Deschutes County Sheriff's Office is hereby directed to take all necessary steps authorized by law to secure the persons and property of the citizens of Deschutes County. N N N DISASTER DECLARATION Section 3. State assistance is requested immediately and includes the following: State and/or Federal financial assistance for the recovery phase. DATED this day of , 20 ATTEST: BOARD OF COUNTY COMMISSIONERS FOR DESCHUTES COUNTY, OREGON MICHAEL M. DALY, Chair DENNIS R. LUKE, Commissioner Recording Secretary TAMMY BANEY, Commissioner Forwarded to Oregon Emergency Management Office at (time) on , 200 Specific Loc-State Resource Requests State of Oregon EMERGENCY DECLARATION GUIDELINES for LOCAL ELECTED and APPOINTED OFFICIALS November 2006 guidelines developed by Oregon Emergency Management telephone 503-378-2911 fax 503-373-7833 .o- M. IWI,4 ~x OREGON emergency management 24 hour service provided by the Oregon Emergency Response System (OERS) telephone 1-800-452-0311 or 503-378-6377 TTY 503-373-7857 fax 503-588-1378 MEMORANDUM Oregon Emergency Management DATE: November 2006 TO: Local Elected and Appointed Officials FROM: Kenneth D. Murphy, Director SUBJECT: Guidance on Emergency Declarations Oregon Emergency Management (OEM) is providing the guidance in this booklet in order to assist and expedite the emergency and disaster declaration process. We have included information necessary for the Governor when considering a state of emergency declaration or a request for federal assistance. You will also find state and federal legal references regarding disaster assistance. County and city governing bodies should clearly identify who is authorized to declare a local emergency. It is recommended that each jurisdiction prepare a local draft "declaration of emergency"that need only be supplemented with essential information on actual impacts should a disaster occur. Appropriate documentation of the initial and projected impacts of an event are required in order to support a request to the Governor for state or federal assistance. Local Emergency Program Managers and Coordinators are provided extensive training and are generally familiar with the appropriate processes to be followed. They also have direct access to OEM policy- level personnel for questions you may have about the process. A basic County Request for State Assistance document is included as Appendix B of this booklet to serve as a model for the format and information to include in a declaration request to the Governor. Additional information is available on the OEM website: hft :Hegov.oregon.gov/OOHS/OEM/ KDM:jam TABLE OF CONTENTS INTRODUCTION 1 TYPES OF DECLARATIONS Local Declarations 1 State Declarations State of Emergency 2 Conflagration Act 3 Federal Declarations U.S. Secretary of Agriculture 3 U.S. Small Business Administration 5 U.S. Army Corps of Engineers 5 Federal Highway Administration 9 Presidential Declarations 10 BASIC PROCESS FOR REQUESTING ASSISTANCE 10 PRESIDENTIAL DECLARATION EVALUATION FACTORS 13 APPENDIX A: ORS Chapter 401.055 and .309 14 APPENDIX B: County Request for State Assistance 16 APPENDIX C: Disaster Recovery Checklist for Public Officials 17 1 INTRODUCTION Important questions include: # What does a declaration do? # What is the benefit to community leaders in declaring a local emergency? # What kind of a declaration should be made? # What should be requested of the Governor? The answer to these questions can depend on a number of factors, such as: • Scope and magnitude of the event; • Impact of damage and losses; • Ability of local jurisdictions to respond; • Economic health of the area affected; • Current status of the local government budget; • Time-frame before the next budget cycle; • Number and magnitude of emergencies the jurisdiction has already experienced since the beginning of the last budget period; and • Outlook for known threats to the community until the new budget cycle begins. TYPES OF DECLARATIONS Local Declarations Based on local codes and state statutes, a local declaration can allow a city or county governing body flexibility in managing resources under emergency conditions such as: # Diverting resources appropriated for other purposes in order to meet immediate needs. # Authorizing activation of local emergency operations plans and implementation of extraordinary protective measures. # Initiating mutual aid and cooperative assistance agreements, and receiving resources from other organizations or individuals, including additional funding. # Providing specific legal protection for actions initiated under emergency conditions. # Setting the stage for requesting state and/or federal assistance to augment local resources and capabilities. # Raising public awareness and encouraging the community to become involved in protecting their resources. -1- The declaration of a local emergency is the first step in requesting additional state resources from the Governor, including use of the National Guard.' Additional state and National Guard resources may be critical to an effective response to citizen and community needs. The local declaration must: • Describe the circumstances impacting an identified area; • Identify the problems for which assistance is needed; and • Clearly state what has been done locally to respond to the impact and needs. OEM will assist local officials in developing and reviewing declarations and requests that would provide appropriate essential assistance in a timely manner. State Declarations tate of Emeraenc The Governor can declare a state of emergency under authority granted in Oregon Revised Statutes (ORS) Chapter 401. Under a "declaration," the Governor has complete authority over all state agencies and has the right to exercise, within the area designated in the proclamation, all police powers vested in the state by the Oregon Constitution. Under extreme circumstances, a Govemor's declaration provides authority for the Governor to suspend provisions of any order or rule of any state agency if the Governor determines and declares that strict compliance with the provisions of the order or rule would in any way prevent, hinder, or delay mitigation of the effects of the emergency. It also provides for the authority to direct state agencies to utilize and employ state personnel, equipment, and facilities for activities designated to prevent or alleviate actual or threatened damage due to the emergency. It specifies that the Governor may direct the agencies to provide supplemental services and equipment to local governments to restore any services in order to provide for the health and safety of citizens of the affected area. A state of emergency is usually enacted by a Governor's Executive Order, which establishes directions to, and expectations of state agencies to use available resources to assist local communities and alleviate disaster conditions. 1 Use of National Guard resources must be authorized by the Governor because it involves shifting this federal resource to state active duty, which impacts the state budget. In most situations, the National Guard requires 24 to 72 hours to mobilize resources, depending on what and where they are needed. Such use cannot be committed or authorized by the local Guard Commander unless there is an imminent threat to life and property. Under federal statutes, Guard resources are prohibited from competing with the private sector. -2- Conflagration Act The Office of State Fire Marshal assists and supports Oregon fire services during major emergency operations through the Conflagration Act (ORS 476.510), which can be in- voked only by the Governor. The act allows the State Fire Marshal to mobilize firefighters and equipment from around the state and provides for the funding of resources through state funds. It is used only for tires that involve or threaten life and structures. To determine if the Conflagration Act should be invoked, the local fire chief and county fire defense chief assess incident status with the following questions in mind: # Are there structure fires not controlled due to sheer size and/or speed of the fire? # Is a wildland fire threatening structures? # Have all local and mutual aid resources been depleted? # Would mobile support resources be effective? If the answers are yes, then the county fire defense chief notifies the State Fire Marshal through the Oregon Emergency Response System. The State Fire Marshal discusses the situation with the county fire defense chief, and then decides if the situation warrants implementation of the Conflagration Act. Once decided, the State Fire Marshal notifies the Governor, who authorizes the act to be invoked. For more information, see: z hftp://www.oregon.gov/OOHS/SFM/EmeLgenQy-mobili Federal Declarations U.S. Secretary of Agriculture Farm Service Agency (FSA) uses the terms natural disaster determination, designation, or declaration almost interchangeably. A request for the Secretary of Agriculture to declare a disaster for a natural hazard event such as drought is a fairly simple process. At the request of county officials, the Governor asks the Secretary to make a natural disaster determination, usually following these steps: # If it has not already occurred, Oregon Department Agriculture (ODA) asks the FSA to convene the County Emergency Board (CEB), which is a county organization comprised of state and federal agricultural agencies and local producers. # The CEB convenes and produces a Flash Situation Report, which is the first assessment of damage and impacts caused by a natural disaster on the agricultural sector of the economy. This is usually done within 24 hours of disaster occurrence. -3- # The FSA State Emergency Board (SEB), which is equivalent to the CEB at the state level, reviews and analyzes one or more county Flash Reports and notifies the Governor and ODA of its findings. # If the findings appear to be favorable to requesting federal assistance, the Governor must within 90 days of occurrence, in writing, notify the Secretary of Agriculture that a natural disaster has occurred and request a determination (designation/declaration) for the event in one or more counties. # The FSA, through the SEB, then has one or more CEBs develop a Damage Assessment Report as a means of better demonstrating the total disaster impact on agriculture in one or more counties. # The U.S. Secretary of Agriculture reviews the Damage Assessment Report and makes a determination regarding which FSA disaster programs to activate in the affected counties. The Governor, ODA, SEB, and CEBs are notified of the decision. # This process will take several weeks to complete and does not require a Presidential declaration. Many FSA programs can be made available withouta determination by the U.S. Secretary of Agriculture. For example, the FSA Administrator may make emergency loans available to farmers with qualifying physical, not production, losses without an action by county or state government. The following programs can also be activated by the FSA withouta disaster declaration: # Noninsured Assistance Program # Emergency Conservation Program # Emergency Haying and Grazing Assistance The FSA has local offices throughout the state, usually co-located with the Oregon State University (OSU) Extension Service, and often with the Natural Resources Conservation Service (NRCS) and/or the local soil and water conservation district office. Encourage your Local Emergency Program Manager to develop a relationship with the local office of the FSA, NRCS, and OSU Extension. More information on Farm Service Agency programs, including the three non-declaration programs noted above may be found via: hftl2://disaster.fsa.usda.gov/fsa.aaa -4- U.S. Small Business Administration Small Business Administration (SBA) disaster loans can be made available to home- owners, renters, and businesses by means of a declaration by the SBA Administrator or the President. These low-interest loans are made to help disaster-affected persons and businesses recover. The interest rate varies depending on the availability of loans and other economic factors. Types of loans available are: # Physical Disaster Loans - homeowners, renters, and businesses # Economic Injury Disaster Loans - small businesses only These loans are not automatic; they require data gathering by the local jurisdiction to support the request: # Criteria for a physical disaster declaration are that in any county, a combination of at least 25 homes and businesses have each sustained uninsured losses of 40% or more of their pre-disaster fair market value; # Criteria for an economic injury declaration are that at least five small businesses in the state have suffered substantial economic injury due to a sudden physical event, and there is not reasonable financial assistance available in the area. SBA loans may also involve restructuring debt load at a lower interest rate. To be approved for an SBA loan, applicants must show the ability to repay the loan. More information on Small Business Administration disaster programs may be found via: httl2:/Iwww.sba.gov/`-disaster-recoy/index.htmI U.S. Army Corps of Engineers (USACE~ Because the USACE has first-hand knowledge of local conditions, they are able to play a major role in saving lives and easing human suffering when disasters occur. Local officials are encouraged to contact the closest USACE office for information concerning programs and to accomplish joint planning, training, and information exchange opportunities. USACE can assist state and local governments without a Presidential declaration to accomplish mitigation, response, and recovery, especially for the flood hazard. With the exception of the rehabilitation program on page 8, any other request from local officials for USA CE assistance should be made through the OEM Director to the Governor. OEM will work with appropriate USACE officials and advise the Governor on how to proceed with the request. Most assistance requires a written request from the Governor. USACE resources noted here are supplemental to local and state resources. For Indian tribal lands, the Bureau of Indian Affairs will normally submit the request for assistance. -5- Exclusive assistance to individual homeowners and businesses, including agricultural businesses, is not authorized. Also, USACE has no authority to reimburse local governments for the costs of local emergency response and recovery actions. The authority for the USACE "emergency operations" resources described below is granted via Public Law 84-99, as amended. These resources are directed at flood and coastal storm response such as: # Temporarily raising the elevation of existing levees with sandbags or by other means; # Strengthening and providing emergency repairs to levees and other flood control projects; # Evacuating people and assisting in search and rescue operations; # Providing materials and equipment, such as sandbags,2 plastic sheeting, lumber, rock, and pumps, if USACE is actively participating in a flood fight;3 # Providing twenty-four hour technical assistance during the event; and # Loaning equipment or emergency contracting of equipment. Under post-flood response, also known as "Ten Day Authority," USACE can assist in: # Removing logs, debris, and ice jams from drainage channels, bridge openings, water supply intakes, and sewer outfalls; # Removing debris as necessary to reopen vital transportation routes; # Assisting in the temporary restoration of critical public services or facilities; # Providing emergency water-this is limited to 30 days or up to the date of the Presidential declaration, whichever comes first; # Providing technical assistance; and # Assisting in identifying hazard mitigation opportunities. 2 Sandbags are only available to communities which have made a good faith effort to stock a supply prior to a flood, and only after mutual aid and/or state resources have been engaged. 3 If USACE is not actively participating in a flood fight, federal supplies may be furnished only if local resources are exhausted or will be exhausted; under such circumstances, supplies must be replaced In-kind or paid by local interests. All unused stock should be returned or reimbursed to the federal government at replacement cost. -6- "Ten Day Authority" requires the Govemor's written request to both USACE and FEMA. The ten days begin with the Govemor's request to FEMA for a joint Preliminary Damage Assessment (PDA) and end after ten days or with receipt of a Presidential major disaster or emergency declaration, whichever comes first. Once the declaration has been made, USACE resources can continue to assist, but a non- federal cost share begins, usually at a rate of 25%. Emergency Water USACE can provide emergency supplies of potable water to any locality faced with a source of contaminated water, or a drought causing, or likely to cause, a substantial threat to the public health and welfare. Assistance can include: # Transportation of water by vehicles or small diameter pipelines-water tank trucks typically haul water from a safe source to a point established for local distribution; # Procurement and distribution of bottled water; # Temporary connection of a new supply to the existing distribution system; # Installation of a temporary filtration system; # Provision of mobile military purification units; and # Construction of wells. State and/or local interests should have: • A drought state of emergency declaration by the Governor; • Utilized all available state/local resources; • Instituted mandatory water conservation measures; • Prioritized use of available water (human consumption and sanitary needs take priority over industry/agriculture); • Established minimum requirements for public health and welfare; and • Initiated a long-term solution. Assistance is limited to 30 days or until such time as FEMA takes the lead under its authority, whichever is earlier. Rehabilitation Program This program is an exception in that local governments such as diking and drainage districts have a direct relationship with USACE. This program assists local govem-ments to repair flood control structures damaged or destroyed by wind, wave, or water action to their pre-disaster condition if: • The structure has a public sponsor; • Has been properly maintained by the sponsor; and • The proposed rehabilitation is cost effective. USACE can provide 100% federal funding if the water control structure, usually a levee, was built by USACE, and has since been properly maintained. It is an 80% federal and 20% non-federal cost-share program if the levee or other structure meets USACE standards but was locally built. The sponsor has 30 days to request rehabilitation assistance following a flood or coastal storm. Advanced Measures Under this program USACE can conduct preventative work prior to predicted unusual flooding. This may have applications for ice jam removal, snowmelt flooding, unusual flooding on the lower reaches of larger watersheds, etc. There must be an imminent threat to life or improved property. There must also be a reasonable assurance that the work can be completed in time to prevent or reduce damages, and the proposed work must be both technically feasible and cost effective. Types of assistance can include: # Strengthening of federal and non-federal flood control structures; # Construction of temporary levees to protect life and improved property; # Channel clearance and dredging of federal projects to restore original design capacity; and # Relieving the threat of flooding from possible dam failures by de-watering the impoundment, controlled breaching, or strengthening the structure. Costs associated with removing a measure, or upgrading it to a permanent facility are generally bome by the local or state government sponsor. -8- Conditions of USACE Assistance In many circumstances USACE assistance requires that the public sponsor agree to conditions similar to the following: # Provide without cost to the United States all lands, easements, and rights-of-way necessary; # Hold and save the United States free from damages due to the authorized work, exclusive of damages due to the fault or negligence of the Unites States or its contractor; and # If feasible, operate and maintain the emergency work or remove temporary work constructed by USACE or its contractor. More information on USACE disaster programs may be found via: http://www.usace,army.mil/12ublic.htmI#Emergencv Federal Highway Administration (FHWA) The FHWA Program called Emergency Relief (ER) helps pay for the repair of roads and bridges on federal aid highways and on non-federal aid roads on federal lands, which have been damaged by a natural disaster or catastrophic failure. Assistance through the ER Program can be rendered with or without a Presidential major disaster declaration. Authority for providing ER to states can be found at Title 23, USC, Section 125. Highways are eligible for ER funds if- • The highway is classed a major collector or above; • The Governor declares a state of emergency in the affected county or counties-occasionally the Governor will make a state of emergency declaration strictly in order to request FHWA Emergency Relief; • Estimated cost of repairs to FHWA eligible highways statewide due the disaster total at least $700,000; and • There is a favorable finding of eligibility by FHWA. Local government application for Emergency Relief is made through the Highway Division of the Oregon Department of Transportation (ODOT); it assists local road departments and public works agencies with application, preparation of necessary documentation, and in establishing funding and reimbursement mechanisms. -9- One important early step in a local government request for ER is the damage survey conducted by local public works, ODOT, and FHWA staff. This usually involves on-the-ground visits to damaged areas. More information on Federal Highway Administration ER may be found via: hftp://www.fhw-a.dot.gov/////12maramadmin/erelief.html Presidential Declarations The most familiar disaster assistance programs are those provided under a Presidential declaration of IIemergency° or "major disaster" via the Robert T. Stafford Emergency Relief and Disaster Assistance Act, Public Law 93-288, as amended. These Presidential declarations can provide funding and/or technical assistance from numerous federal agencies under coordination of the Federal Emergency Management Agency (FEMA). Congress recognizes that disasters cause loss of life, income and property, adversely affect individuals and families and disrupt the functioning of governments and communities. The Stafford Act provides measures to assist states in expediting assist- ance and emergency services, and reconstructing and rehabilitating devastated areas. Congress intends to provide an orderly and continuing means of assistance by the federal government to state and local governments in carrying out their responsibilities to alleviate the suffering and damage which result from disasters by providing federal assistance programs for both public and private losses sustained in disasters. The process for implementing federal emergency response under the Stafford Act is outlined in the Federal Response Plan. The details for implementing the provisions of the Stafford Act are also contained in the Code of Federal Regulations, Title 44. BASIC PROCESS FOR REQUESTING ASSISTANCE These guidelines are provided in accordance with provisions in ORS Chapter 401. They are intended as guidance related to situations that occur in jurisdictions which require state assistance. Many, but not all, disasters result in significant physical damage to public infrastructure and private property. Federal law establishes emergency powers for many federal agencies to provide assistance to state and local governments and to tribes. Most emergency assistance programs are intended to render assistance for high impact catastrophic events such as floods, hurricanes, earthquakes, etc. that devastate communities. Such programs have policies and procedures which have been well developed over time through addressing numerous events. -10- Some events are slow to develop and long term in nature, and it is more difficult to identify specific immediate community needs, such as a drought or an El Nino event. Increasingly, federal laws and policies have contributed to the magnitude of some events by restricting access to resources or conflicting with state and local laws and policies that could alleviate existing or impending disaster conditions. The processes and procedures for addressing these more complex events have not been developed and often stretch the application of existing provisions of the Stafford Act. Each event that is likely to result in a request for federal assistance must be evaluated at the local and state levels to determine the nature and magnitude of the losses that have occurred or are imminent and to identify what local and state resources have been expended or applied to alleviate disaster conditions. If the local jurisdiction has conducted an Initial Damage Assessment (IDA) and a request for federal assistance is anticipated, the Director of Oregon Emergency Management may request the FEMA regional office to conduct a joint Preliminary Damage Assessment (PDA). This involves a team of local, state, and federal personnel jointly reviewing the local IDA to verify and expand upon findings to further justify a request for federal assistance. Such an assessment will assist the Governor in determining whether federal assistance is necessary, and it will serve to support a request for a Presidential emergency or major disaster declaration. The request and supporting information from local officials must be submitted to the Governor through the Director of Oregon Emergency Management as prescribed under ORS 401.055. If it is determined that local and state resources are insufficient to meet the needs of the area impacted, the Governor may submit a request to the President through the FEMA Regional Director. Stafford Act disaster assistance generally follows a cost share of 75% federal and 25% non-federal. If it appears that state or federal assistance may be needed to augment local resources, it is essential that the jurisdiction conduct a quick but accurate Initial Damage Assessment. The Local Emergency Program Manager or their designee coordinates this effort with OEM. It is recognized that circumstances may preclude the inclusion of all of the information listed below. However, an effort should be made to include as much as possible prior to requesting a Govemor's declaration. • Specify the area(s) of impact and describe the emergency situation as it exists within the impacted area(s). • Describe the severity of the situation and the effect on lives, public health and safety, and property. Particular attention should be paid to special populations such as elderly or handicapped, that may be less able to manage on their own. -11- • Identify and evaluate the severity and magnitude of impacts that have or are expected to occur in the following areas: • Public safety and emergency services, such as firefighting, law enforcement, hazardous materials response, emergency medical services and hospitals • Communication resources • Health and mental health services • Public infrastructure, including debris clearance, emergency response costs, transportation systems, dams and levees, public buildings and equipment, and public utilities such as water, sewer, electricity, etc. • Vital community businesses and private nonprofit organizations which provide essential services to the general public • Housing • Agriculture To the extent possible, provide supporting documentation of damage, losses, costs, and impacts. • Identify the efforts local jurisdictions have taken to resolve the situation: • Has the local jurisdiction's governing body declared an emergency and implemented their emergency operations plan? • Has the local jurisdiction's emergency operations center been activated? • Has the local jurisdiction committed all available local resources to alleviate the emergency, such as mutual aid/cooperative assistance agreements? • Describe in as much specificity as possible disaster related unmet needs: • What local government resources or assets have been expended, resulting in shortfalls? • What situations exist that require assistance from state or federal resources? -12- PRESIDENTIAL DECLARATION EVALUATION FACTORS For all requests under the Stafford Act, FEMA will evaluate the severity, magnitude, and impact of the event, and will evaluate whether the impact appears to exceed state and local capabilities, and whether there are federal resources which may be appropriate to address severe, disaster related needs. Some agencies may provide specific resources without the need for a Presidential declaration through existing emergency authorities. Considering all factors, FEMA will make a recommendation to the President. A federal evaluation will focus on the following factors: Threat to Life, Health, or Safety If there are significant threats to the lives, health, or safety of individuals that cannot be met with state, local, and /or voluntary organization resources, federal assistance may be warranted. For example, if critical facilities are affected such as water treatment or distribution, federal assistance might be necessary if state and local government cannot meet the emergency needs. Special Populations and Considerations Attention will be paid to special populations, such as the elderly or disabled, that might be more likely to face threats to life, health, and safety. Critical Facilities If critical facilities, such as hospitals, fire and police stations, water or sewage treatment facilities, etc. are seriously affected, and state and local government cannot adequately correct the problem or address the impacts, federal assistance may be warranted. Large Scale Disruptions of Normal Community Functions and Services If disruptions of normal community functions and services occur that threaten the well being of an economic base of the community, and cannot be corrected with state or local assistance, federal assistance may be warranted. Technical Assistance There may be situations where there are not significant impacts, but states may need technical assistance, such as that provided by the U.S. Army Corps of Engineers. For more information on FEMA, see: htto://www.fema.aov/ -13- APPENDIX A: ORS Chapter 401.055 and.309 401.055 Declaration of state of emergency procedure 1. The Governor may declare a state of emergency by proclamation at the request of the county governing body or after determining that an emergency has occurred or is imminent. 2. All requests by a county governing body that the Governor declare an emergency shall be sent to the Office of Emergency Management. Cities must submit requests through the governing body of the county in which the majority of the city's property is located. Requests from counties shall be in writing and include the following: a. A certification signed by the county governing body that all local resources have been expended; and b. A preliminary assessment of property damage or loss, injuries and deaths. 3. a. If, in the judgment of the Superintendent of the State Police, the Governor cannot be reached in time to respond appropriately to an emergency, the Superintendent shall notify the Secretary of State or, if the Secretary of State is not available, the State Treasurer that the Governor is not available. b. After notice from the Superintendent that the Governor is not available, the elected state official so notified may declare a state of emergency pursuant to the provisions of subsections (1) and (2) of this section. c. If the Superintendent of the State Police is unavailable to carry out the duties described in this subsection, such duties shall be performed by the Director of the Office of Emergency Management. 4 Any state of emergency declared by the Secretary of State or State Treasurer pursuant to this section has the same force and effect as if issued by the Governor, except that it must be affirmed by the Governor as soon as the Governor is reached. However, if the Governor does not set aside the proclamation within 24 hours of being reached, the proclamation shall be considered affirmed by the Governor. 5 Any proclamation of a state of emergency must specify the geographical area covered by the proclamation. Such area shall be no larger than necessary to effectively respond to the emergency. -14- 401.309 Declaration of state of emergency by local government; procedures; mandatory evacuations. Each county, city, or other municipal corporation in this state may, by ordinance or resolution, establish procedures to prepare for and cant' out any activity to prevent, minimize, respond to, or recover from an emergency. The ordinance or resolution shall describe the conditions required for the declaration of a state emergency within the jurisdiction and the agency or individual authorized to declare that a state of emergency exists. 2 An ordinance or resolution adopted under this section may designate the emergency management agency, if any, or any other agency or official of the county, city or municipal corporation as the agency or official charged with carrying out emergency duties or functions under the ordinance. 3 A county, city, or municipal corporation may authorize an agency or official to order mandatory evacuations of residents and other individuals after a declaration of a state of emergency within the jurisdiction is declared. An evacuation under an ordinance or resolution authorized by this section shall be ordered only when necessary for public safety or when necessary for the efficient conduct of activities that minimize or mitigate the effects of the emergency. 4 Nothing in this section shall be construed to affect or diminish the powers of the Governor during a state of emergency declared under ORS 401.055. The provisions of ORS 401.015 to 401.105, 401.115 and 401.125 to 401.145 supersede the provisions of an ordinance or resolution authorized by this section when the Governor declares a state of emergency within any area in which such an ordinance or resolution applies. 5 As used in this section, "emergency' has the meaning given in ORS 401.025. -is- APPENDIX B: County Request for State Assistance (Date of Request) To: Governor State Capitol Through: Director, Oregon Emergency Management P.O. Box 14370 Salem, Oregon 97309 Dear Governor: We request that you declare a state of emergency for County under the provisions of ORS 401.055 as a result of (type of incident, e.g., severe storm, flooding, earthquake, etc. Include the time period involved, e.g., through 200 or, beginning - and continuing. Describe the affected areas for which assistance is being requested). In response to this event, we have taken appropriate actions under the laws of County and directed implementation of the county emergency plan on (date). (If the county has declared an emergency, indicate when and to what area(s) it is applicable.) Our initial assessment of impacts indicates severe losses and damage to: (Describe the number of injuries and/or deaths, the type of facilities damaged or destroyed, and the impacts the event has had on the public and private sectors. Attach or enclose a completed Initial Damage Assessment Summary Report Form.) The nature and amount of county and local resources that have been or will be used to alleviate the conditions of this disaster include: (List actions: include actions pending or taken by county and other local governments with regard to the disaster.) With this request County has determined that this incident is of such severity and magnitude that effective response is beyond the capabilities of the county and affected local governments and that supplementary state assistance is required, and further that federal assistance may also be necessary. We are specifically requesting: (Describe the problems and assistance needed, e.g., " We have a power outage at our hospital due to a landslide, which is also blocking the access road. We need assistance clearing and stabilizing the landslide and also need electric power restored at the hospital." Rather than asking for specific pieces of equipment, it is usually best to let the state determine how it can best help solve the problem.) Requested this - day of , 200 Signatures of authorized officials: Title Title Title -16- APPENDIX C: Disaster Recovery Checklist for Public Officials Actions to consider taking before the disaster: - Keep a copy of this checklist handy; work on its implementation. _ Related information beyond this scope of this document is available in OEM's on-line Disaster Recovery Assistance Guidebook: _ "Brainstorm" with your LEPM to determine which departments and individuals have a disaster recovery role. Then work with your LEPM to develop (or refine an existing) recovery organizational model. This model can be expanded into a recovery plan. At a minimum, the organizational model should include a list of personnel and their roles and responsibilities post- disaster. Some local jurisdictions in Oregon already have a recovery plan; if your jurisdiction does, review it and work with your LEPM to improve it. Impact and damage assessments will be a huge job during and immediately following the disaster; work with your LEPM to designate a person to take the lead on these assessments, and to organize and train the needed teams in advance. Have trained alternates for members of the teams, and for their leader (the impact and damage assessment coordinator). The LEPM may or may not be the best person for the job of coordinating these teams. There are many factors in favor of the LEPM, but those not in favor are the fact that this work may occur while response is still underway, or may occur after days of very little rest for the LEPM and his or her staff. _ Talk with your legal counsel, LEPM, and others about the extent to which the jurisdiction has ordinances in place which will facilitate recovery. Examples might include ordinances regarding disaster area security such as restricting entry and curfew, debris removal, condemnation, streamlining permit processes to the extent allowed by law, waiving permit fees, etc. _ Talk with legal counsel, LEPM, public works, and others regarding the extent to which the jurisdiction has codes and standards in place which require that buildings and infrastructure built or repaired post- disaster are built in a more disaster resistant way. FEMA's infrastructure repair program ("Public Assistance") can help fund rebuilding public facilities to a higher standard in some circumstances. _ Talk with your LEPM and other public safety officials to determine whether additional cooperative assistance agreements (ORS Chapter 401.480) are needed with neighboring jurisdictions. These agreements can provide many resources to assist with recovery, including building officials. These agreements may also provide well-rested people with needed expertise who can give your exhausted staff an opportunity to get some needed rest. Disaster recovery typically begins while disaster response is still underway, and can last weeks, months, or years. Prepare for the long haul. -17- Have your LEPM participate in Oregon Emergency Management's Disaster Response and Recovery Course (DRRC) the next time it is offered (if your LEPM hasn't taken this course recently - he or she may have). Identify and train your key accounting and finance staff in the documentation requirements of disaster recovery programs. People will want to return to their damaged buildings after the event. In some cases, for their own safety, they should not be allowed, or should be allowed only under certain conditions. Learn from your lead building official what procedures are in place for restricting access to, and for the post-disaster safety evaluation and posting of buildings. Have your building officials take the class "ATC-20" on post-disaster safety evaluation of buildings. ATC is Applied Technology Council. The ATC-20 process includes a well accepted process for'tagging" buildings with the following designations; "inspected" (green tag), "restricted use' (yellow tag), and "unsafe" (red tag). _ Have sufficient copies of the ATC-20 placards (tags) printed and widely distributed throughout the jurisdiction prior to the event; you may not be able to make color copies after the event, and you may not be able to enter the building officials office. Some jurisdictions have building officials store these placards at their homes. See: http://www.atcouncil.org/creports.htm _ Work with your LEPM and others to develop a strategy for effectively using volunteers post- disaster. Your community will find itself with both organized volunteers (e.g., the American Red Cross and similar organizations) and "emergent" volunteers. Poorly managed, emergent volunteers will be ineffective, probably time-consuming, and possibly a liability. Well managed, they may be an asset in recovery. Pre-designate a volunteer coordinator; plan to screen and assign volunteers who approach local government with offers of assistance following a disaster. - Likewise, work with your LEPM before the disaster to develop a plan for the management of donated goods, which can become a huge problem rather than a potential asset. Related: if private monetary donations are made to your jurisdiction, do you have a mechanism for accepting them? OEM has written guidance available on development of donated goods plans. _ Engage your land use planners in a discussion about community redevelopment post-disaster. While having a disaster is awful, stressful, damaging, even devastating; disaster recovery oftentimes does provide a community with an opportunity to re-build in a safer, less hazardous way. (Even better, of course, is hazard mitigation planning/implementation prior to the disaster!) -18- Actions to consider taking after the disaster: _ If you have not already done so, consider designating a person to coordinate the jurisdiction's recovery. Depending on the organization of your jurisdiction, needed skills, training, workload, and other factors, this may or may not be the Local Emergency Program Manager (LEPM). Examples: in Washington County following the flood and landslides of February 1996, the recovery manager worked for the Department of Land Use and Transportation; in Crook County and Prineville following the May and June 1998 flood, these two jurisdictions jointly hired a private sector consultant to manage the recovery for both jurisdictions. Impress upon your managers and staff that they may not be able to go back to doing their "normal" jobs for a long time. Sometimes people think that when the "response" is over, the disaster is over. This is seldom, if ever true. Prepare your people for the long haul. _ Related to the above: take care of your staff. Some of your staff or their families may have been directly impacted by the event. Some of your staff will try to work too many hours or without proper meals and breaks. Some of your staff will eventually face burnout, and possibly physical and/or mental health effects from stress and lack of rest or proper nutrition. Counseling can be made available for both disaster victims and disaster workers. Make sure your managers and staff take a day or two off every once in a while during disaster recovery. _ Consider establishing regular meetings with key staff to discuss the day's events and tomorrow. Begin documentation and financial record-keeping immediately; have accounting and finance staff involved in disaster recovery as soon as possible. You may want to establish a recovery committee consisting not only of the involved government agencies, but also some representatives of key outside organizations to guide overall policy and recovery decisions. It may be helpful to modify or expand an existing structure to provide continuity. If you establish such a committee, clearly define its authority and responsibilities, and whom it takes direction from and reports to. _ Assess the kinds of donated goods that are needed and issue a press release describing them; state a preference for money and indicate the organizations that can use it. Establish a warehouse for receiving, sorting, and disbursing donated goods. Decide how to distribute donated funds and/or goods. Set-up a coalition of voluntary organization leaders (or, better yet, tap into an existing one) to decide who is most in need and what kinds of needs will be your highest priority. Please also review the notes on donated goods on page 18. - Identify a volunteer staging area where people can be screened, trained, and assigned to assistance roles. See also the notes on volunteer coordination on page 18. - Coordinate the work of your public information officers (PIOs) to avoid conflicting information (this may only apply in jurisdictions with large staffs). - Consider establishing an information "hotline" regarding office closures, relocations, new hours, and so on. Also keep this information updated on your website. Do a series of outreach efforts devoted to a single topic, e.g., insurance, mental health, erosion control, the permitting and rebuilding process, etc. These may be covered in a multimedia way such as local newspapers, community access television, website, etc. - Via newspapers and your website, publish a list of recovery resource telephone numbers. During recovery efforts for which federal resources are being made available (FEMA, SBA, etc.) and in which there are many individuals and families impacted by the event, if you are concerned that other outreach efforts aren't working or won't work, consider asking OEM to work with you to set-up disaster recovery centers (DRC). In addition to the federal agencies providing information at these centers, other organizations involved in recovery can provide information; e.g., voluntary agencies, your departments such as planning/development, building, and health departments, organizations providing crisis counseling or legal assistance, etc. _ Following catastrophic disasters (for example, a large earthquake), some people may assume new roles; for example, property owners with no previous development experience may suddenly try to become developers; or alternatively, a jurisdiction with a regulatory orientation towards development may find itself needing to court and solicit new development. _ The process of recovery may uncover philosophical difference about the "proper roles" of the private and public sectors in rebuilding; development of a common understanding may be needed to move forward. _ Keep in mind that the major recovery decisions hinge on the choice between trying to recreate the jurisdiction as it was, or recognizing the inevitability of change and managing it to create a safer community; a disaster resistant community. - Be prepared to respond to media requests for updated information prior to important anniversaries; six months, one year, and so on. -20-