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2008-17-Minutes for Meeting March 14,2007 Recorded 1/9/2008DESCHUTES COUNTY OFFICIAL RECORDS ~J 2008~~~ NANCY BLANKENSHIP, COUNTY CLERK V VY COMMISSIONERS' JOURNAL 01/09/2008 11;12;48 AM III III) IIIIIIIII~I II III 0 -1 j 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 { 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, MARCH 14, 2007 Present were Commissioner Michael M. Daly, Dennis R. Luke and Tammy Baney. Also present were Dave Kanner, County Administrator; Susan Ross and David Givans, Commissioners' Office; and, for part of the meeting, Tom Blust and George Kolb, Road Department; Ruth Jenkin, Jail; Tom Anderson, Community Development Department; and Larry Blanton, Sheriff's Office. Also present were media representatives Cindy Powers of The Bulletin and of Fox TV; and about twenty other citizens. Chair Michael M. Daly opened the meeting at 1: 30 p.m. 1. Continued Discussion of Road Maintenance Funding Options. Tom Blust said he sent out some information earlier; it appears that the County will likely not be getting federal timber receipt funds, equating to a loss of about $3 million from the Road Department fund. They have been looking at options from a local level. Ten options were presented to the Board, after which he met with Dave Kanner to put together a recommendation. (A copy is attached for reference.) Dave Kanner stated that this would be a four-prong approach: a TSP fee (transportation system program), increase of the landfill tipping fee, increase in the transient lodging tax, and budget cuts. They also feel the County should implement a transportation SDC (systems development charge), using funds for maintenance for capacity enhancement projects for new developments. The result would be to divert expenses from maintenance. At this time, maintenance funds from gas taxes and capacity enhancement projects are subsidizing new developments. This should be implemented immediately, as it takes six to twelve months to begin to get these funds. Minutes of Administrative Work Session Wednesday, March 14, 2007 Page 1 of 7 Page The second recommendation is increasing the landfill tipping fee from $40 to $45 per ton. The rationale is that the cost would be passed on to the garbage customers, equating to about ten cents per month. This spreads the burden across the entire rate base for residential, commercial and other users. This would also be done at the scales for the self-haulers. The increase would be shared with the cities on the basis of miles of roads maintained, divided proportionally. The County is responsible for about 2/3 of the maintenance done. The transient lodging tax could be increased from 7 cents to 9 cents, especially since about 105 miles of roads are directly tourist related and benefit tourists and tourist facilities; for instance, South Century Drive/Forest Road 45. The annual cost is about $15,000 per miles to maintain, or a total of $1.6 million per year. This 2% increase would equate to $900,000. The last item would be budget cuts, if needed. There would still be a deficit of $275,000. Preservation projects could be scaled back. In terms of mileage decreased, it is not a lot, but this is already falling behind. Budget cuts would also eliminate two positions. Commissioner Luke said they are now doing chip sealing instead of overlays. Because of this, the roads will deteriorate faster. He asked if this additional wear has been considered. Tom Blust stated that one figure indicates a cost of $3.5 million just to overlay the arterials. The problem has been over the past two years the cost of materials and labor has spiraled up a lot faster than revenue. They need about $3.5 million to maintain the present level, but obviously much more is needed. Citizen Matt Day asked what has changed over the past five years for the Department, equipment or employees. Mr. Blust replied that staffing has been reduced 25% from 1997-98 until now. This is still not enough to offset the increase in costs from inflation. Another citizen said that a lot of work might be done more efficiently by the private sector. He stated that no bid was done for the Cline Falls Road project. Todd Taylor's company won the overlay bid. The private sector might be able to do this work more efficiently, but the County is competing with them. This topic needs discussion. Minutes of Administrative Work Session Wednesday, March 14, 2007 Page 2 of 7 Page Citizen Todd Taylor observed that Tom Blust has done a good job. He understands that the County tries to keep its people going on various projects during the slow times. The private sector lays off employees, but it is better than it used to be. Commissioner Daly added that the County needs people to run the snowplows in the winter, and similar projects. Mr. Taylor said that the County has some of the best assets around and more land than anybody, and it isn't being utilized. The County should sell $100 million worth and analyze asset utilization. Then the money could be put where it is needed. Vic Russell said that he has no trust in the Commissioners anymore. He would like to see some leadership people step outside of the box. Several years ago Sheriff Stiles is started the Sheriff's Academy to help people understand what the Sheriff and related agencies do. Each Department needs to do this. He said he doesn't want to offend anyone, but there is no trust in County government. He said he was embarrassed last night (at the County's hearing regarding south County groundwater issues), as it got out of hand, but there are people who want to do things right. The Commissioners need to slow down and build some trust. They cannot solve thing by continually asking the public for money. Commissioner Baney replied this is why the Commissioners are here today. There are some tough decisions to be made, but they are not made in a vacuum. The community has to help with this work. The important thing is to throw things out on the table that no one really wants to discuss. Commissioner Luke said that looking at SDC's has been tough. It has become clear that roads need to be maintained. Some kind of long-term replacement of the lost funding is needed. Mr. Kanner added that there needs to be a list of projects developed. Todd Taylor stated that it is in essence a tax. He said that assets should be managed better; fees are a band-aid approach. Tim Knopp of Central Oregon Builders Association stated that these are all good ideas, but every proposal mentioned hits COBA membership in some way. He would like to see the County committed to doing what others have talked about, looking outside the box. For instance, oppose traditional SDC's but work for a fix on specific locations; COBA supported the La Pine SDC for the traffic signal. Minutes of Administrative Work Session Wednesday, March 14, 2007 Page 3 of 7 Page He said they recognize Commissioner Luke does not like the SDC issue. They would like to see a commitment from the County to do what others have talked about, looking at creative solutions. They want to shy away from a blanket SDC; these should be specific, for certain clusters needing infrastructure, as most development in the County happens on a small scale. Customers pay the SDC but the capacity doesn't justify it to those people, who won't see a benefit. The money can't be used for maintenance projects. The biggest concern seems to be a lack of trust when localities set an SDC and use funding for things they shouldn't. Parameters need to be set. Selling County assets would bring them back onto the tax rolls. There needs to be a short-term fix and a long-term solution. Roads will go away over time. Commit to do some of those things to build the trust. Biggest concern with SDCs is that they aren't particularly fair, but want to make sure new housing pays its way. Passed on to the consumer, cost of housing is out of control due to land prices. Dave Kanner said he appreciates the concerns. An SDC pays to develop a system, and this could occur somewhere other than the same road. Lots of areas are built up one or two at a time but eventually total hundreds. He said there has been talk about identifying stakeholders and having some kind of advisory group working with the County on methodology. It needs to be something everyone can live with. Commissioner Luke pointed out that a room tax has to be adopted by a vote of the people, as does a gasoline tax or aggregate fee, since Deschutes County is not a charter form of government. The same applies to an increase in the registration fee. Mr. Kanner pointed out that this would not apply to PUC permitted trucks, which is a drawback. Todd Taylor said that some fees are not fair as the don't affect everyone. Commissioner Luke pointed out that city residents use County roads as well. Everyone has to take roads to get to the landfills. Commissioner Daly asked about reducing each department's budget. Mr. Kanner replied that some have dedicated revenue that has to be used for a specific purpose. A shortfall in the general fund could be one way to deal with it. Commissioner Luke said that when they lost revenue for Health and Mental Health, the departments took the hit. Minutes of Administrative Work Session Wednesday, March 14, 2007 Page 4 of 7 Page Mr. Taylor stated that the Road Department could do more chip sealing. Mr. Blust explained that it can hold roads together short-term but then the problem is compounded. The legislature hasn't passed a new gas tax since 1991 and the amount hasn't kept up with inflation. In the meantime, his department will limit any obligations to pave new roads. Mr. Kanner pointed out that even if the County doesn't accept new roads ever again, they are still in a deficit position. Commissioner Baney asked about County-owned properties. Commissioner Luke said that there are restrictions on a lot of the properties as to how the funding can be used. The proceeds of selling many of them would just go to the taxing districts and wouldn't help the County. Other properties are being analyzed as to their potential. Mr. Kanner said the rationale behind the staff recommendation is that a tipping fee spreads the cost to a larger based. A transient fee is borne by the users. SDC's raise more money and there is a direct tie. These need to be analyzed first. He suggested a consultant be retained to review these possibilities. 2. Discussion of Jail Expansion Options: Location. In regard to a location for the jail expansion, Commissioner Daly said that Millican was discussed some time back, but he would like to see more of a focus on Redmond. Sheriff Larry Blanton stated that the first thing tabled in the OMNI group study was where to build it. The committee decided the best use of staffing, transportation, taxpayer acceptance, and so on was to add on to the existing jail. Tom Anderson was part of the committee, and thought it would be difficult to get land use approval for another facility elsewhere. Sheriff Blanton said this decision was not unanimous, but there is room for Phase I, II and an interim phase. Commissioner Daly asked about an additional interim jail. Sheriff Blanton stated that the facility needs to hold pre-trial prisoners. There is not enough money to operate two facilities. Minutes of Administrative Work Session Wednesday, March 14, 2007 Page 5 of 7 Page Commissioner Daly said that he would like to find out more about sharing with other counties; it doesn't make sense for each one to have its own jail. Sheriff Blanton stated that in this case, Deschutes County would end up carrying the lion's share of the burden. Other counties that have a regional jail are somewhat equal in size and population. In regard to electronic monitoring, GPS works outside, but not necessarily in all locations. The other type requires a hard phone line, and many don't have phones; this costs $25 per day. These are not solid residents and can't afford it. It also does not stop people from committing crimes. These are all good options, but are not for everyone. The consensus was that the jail should remain in its existing location. 3. Economic Development Grant Requests. La Pine Rodeo and Sunriver Music Festival: these will be addressed at next Monday's meeting. • Donna Beagle Community Event: $500 was granted by Commissioner Baney. 4. Update of Commissioners' Schedules; Meeting Details. None was offered. 5. Other Items. A discussion took place regarding expanding the number of Fair Board members. The Fair Association has taken a position against this. Two Fair Board members were in favor, two members were neutral. Commissioner Daly urged the Commissioners to try to change the thinking of the Fair Board, to allow for more people with different ideas and opinions. It was decided that for now the number will stay the same. The Board went into executive session at this time, under ORS 192.660(2)(e), real property negotiations. Minutes of Administrative Work Session Wednesday, March 14, 2007 Page 6 of 7 Page After the conclusion of executive session, regarding to the Pahlisch Homes quadrant agreement: LUKE: Move that staff move forward as discussed. BANEY: Second. VOTE: LUKE: Yes. BANEY: Yes. DALY: Chair votes yes. Being no further discussion, Chair Daly adjourned the meeting at 4:25 p.m. DATED this 14th Day of March 2007 for the Deschutes County Board of Commissioners. ATTEST: $NA~~ 6~'4~ Recording Secretary Tammy B ey, Commissi ner Minutes of Administrative Work Session Page 7 of 7 Page Wednesday, March 14, 2007 Dennis R. Luke, ice Chair vac C. 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, MARCH 14, 2007 1. Continued Discussion of Road Maintenance Funding Options 2. Discussion of Jail Options: Location 3. Economic Development Grant Requests 4. Update of Commissioners' Schedules; Meeting Details 5. 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. T)CS- P- .%r~~ rA - 9-3 L - 3 yY(P - - - 57 Vc AvSSA IR-C1"nL _ -X4!7 3 -T ES tuw 1 Department of Administrative Services r WA%AA Dave Kanner, County Administrator 1300 NW Wall St, Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 www.co.deschutes.or.us March 9, 2007 TO: BOARD OF COMMISSIONERS FROM: DAVE KANNER, COUNTY ADMINISTRATOR TOM BLUST, ROAD DEPARTMENT DIRECTOR RE: ROAD MAINTENANCE FUNDING, STAFF RECOMMENDATION We have continued a staff-level discussion of the pros and cons of various road maintenance funding options since the Board's discussion at its work session of February 14 and while the ultimate decision must be made by the Board, we believe it is appropriate to present to you a staff recommendation as to how to proceed. The staff recommendation is a four-pronged approach: 1. A transportation system development charge 2. An increase in the tip fee at county solid waste collection facilities of $5 per ton. 3. An increase in the county transient lodging tax from 7% to 9%. 4. Cuts in the Road Department budget. Each of these items is discussed here in greater detail. SYSTEMS DEVELOPMENT CHARGE Irrespective of what might happen to the county timber payments and irrespective of what the Board might choose to do with other funding options, staff feels strongly that Deschutes County should move immediately to develop and implement a transportation systems development charge. The county currently funds capital construction, including capacity enhancement projects that directly benefit new development, with funds that are received for and should be dedicated to maintenance and preservation. This has created a patently unfair situation in which tax receipts from existing residents and businesses are paying for capital projects that directly benefit new development, while the developers themselves pay (literally) nothing. In other words, existing development pays taxes for road maintenance that are instead used for capital projects that would not be needed if not for the new development. It is a de facto subsidy of new development that we believe most taxpayers would find unacceptable if they were aware of it. While it's true that once built, the new residents and businesses pay taxes that go towards maintenance, we already know that these new tax receipts generally do not keep pace with demand (if they Quality Services Performed with Pride did, we wouldn't be having this discussion), nor do they compensate the county in any way for the sunken cost of the capital improvement. Expansion and capacity enhancement/preservation projects can and should be funded via methodologies that do not negatively impact maintenance activities and that tie the source of the revenue to the use of the revenue (and the benefit received). Certainly, in terms of new development, a systems development charge is the means by which we can accomplish that. It's estimated that a countywide transportation SDC would raise at least $1 million per year. Again, we recommend that the county move immediately to develop and implement a transportation systems development charge. INCREASE THE SOLID WASTE TIP FEE Of all of the funding options that have been discussed, this is the one we believe is the fairest. Virtually all goods and materials that wind up as garbage got to their original point of sale or use by being brought there in some kind of vehicle that impacted our roads and gave rise to a need for road maintenance. What's more, an increase in the tip fee will be passed through to garbage customers in the form of higher garbage bills. While higher garbage bills are arguably not desirable (we say arguably because an equally forceful argument can be made that higher garbage bills encourage greater recycling), the cost increase is spread across all garbage collection customers, whether residential, commercial or industrial. Therefore, all sectors of society and all users of county roads pay into the pot for road maintenance. (Note that even someone who does not own a vehicle benefits from having well-maintained roads, since the goods and services on which those individuals rely get to them or to a point of sale in vehicles that use the roads.) As a rule, an increase of $1 per ton in the tipping fee translates into an increase of 10 cents per month in a typical (one 32-gallon can per week) residential garbage bill. Staff recommends that the county consider an increase in the tip fee of $5 per ton. We expect that this will generate $625,000 per year initially and that the figure will grow over time. Staff also believes that as a matter of fairness, the county should develop some kind of revenue-sharing formula with the cities for this money, since much of the revenue will be derived from solid waste collection that occurs within city limits, and an increase in the tip fee will impact city garbage customers and county garbage customers alike. Using a formula that distributed this money on the basis of miles of road maintained, Deschutes County would receive 66% of these new revenues. TRANSIENT LODGING TAX INCREASE The county spends a considerable amount of money on the maintenance of roads such as South Century Drive and the Cascade Lakes Highway that directly benefit the tourism industry and that, in staff's opinion, clearly meet the statutory definition of a "tourism- related facility." (ORS 320.300(9)(b)) In addition, when the reconstruction of FS Road 45 is done, the county will become responsible for the maintenance of that road at an estimated cost of $195,000 per year. enables 12.75 miles of roads to be overlaid per year. A $112,000 cut would reduce this mileage by less than one mile. It should be pointed out that even our current funding in FY 06-07 of $2.3 million for pavement overlays is inadequate for the long-term preservation the road system. At the current asphalt costs, $3.5 million per year is needed to overlay the county's arterial and collector system on a 20 year cycle. Cuts in funding for pavement overlays, while not having an immediate effect on the condition of the road system, will over time result in degradation of the pavement. This will be most evident on major high volume county roads due to rutting and pavement failure. A FEW WORDS ABOUT A LOCAL GAS TAX There has been some sentiment expressed in favor of a local gas tax as a primary funding source for road maintenance. While there are numerous aspects of a gas tax that argue in its favor, staff is concerned about two aspects of the gas tax that we believe argue strongly against it. The first is that, as the State of Oregon is learning, revenues from gas taxes are declining relative to construction inflation and demand for road maintenance. That's because cars are becoming more fuel efficient, resulting in declining gasoline sales. As gasoline sales decline, so does the gas tax revenue. But that doesn't translate into fewer miles traveled on roads requiring maintenance. The second is that PUC-permitted trucks which cause (by far) the most damage to roads do not pay gas taxes. This gives rise to a grossly unfair situation in which the vehicles that cause the least damage to roads (passenger vehicles) pay 100% of the increased tax burden for road maintenance and repair, while the vehicles that do the most damage (heavy trucks) pay nothing. It is in fact fair to say that if heavy trucks would simply stop using county roads there would be no need to increase maintenance revenues because maintenance needs would be so significantly reduced. In addition, those who do not own cars benefit from having well-maintained roads (as described in the tip fee discussion, above), but pay nothing in gas taxes. Note that if or when the state increases gas taxes, it also has the ability to increase the weight/mile taxes that are the means by which PUC- permitted trucks contribute to road maintenance funding, thus maintaining a balance between revenues received from passenger cars and commercial trucks. A local government does not have the ability to impose a weight/mile tax on heavy trucks. There is no such thing as a tax that is perfectly fair, but a local gas tax shifts the burden for increase revenue generation entirely onto private passenger vehicles while sparing those vehicles that do the most road damage from sharing in the burden. An increase in the county's transient lodging tax from 7% to 9% will generate about $900,000 per year. However, the staff estimates it is or will be maintaining more than 105 miles of roadway that can be considered tourism-related facilities (including FS 45) at an annual cost of $1,590,000. A list of roads that staff believes qualify as tourism- related facilities is attached. This TLT increase is a means of generating road maintenance revenue from visitors who very directly impact county roads but pay nothing toward their maintenance. (We receive no additional share of state gas tax for having these lodging facilities, since visitors are not counted in our population census.) Staff recognizes that an increase in the TLT will not be popular with the lodging industry, but it will simply bring the county's TLT up to the same level as that of the cities in Deschutes County. It will also, like the SDC, tie the source of the revenue to the use of the revenue and the benefit received. BUDGET CUTS If the Secure Rural Schools and Community Self-Determination Act is not reauthorized - an eventuality that Oregon counties have been repeatedly warned/advised to prepare for - the timber money will not disappear completely. Instead, counties will be compensated under the old system in which we received 25% of the actual revenues generated on national forest lands within the county. Our best estimate is that this would bring about $500,000 annually to Deschutes County (based on actual timber harvest numbers for the past 6 years). If all of the revenue measures above are adopted (assuming conservative estimates of revenue) and the county receives $500,000 in timber revenue (a big "if'), we are still short of current funding levels as follows: Transportation SDC $1,000,000 Tipping Fee increase 412,500a TLT increase 906,006b "Old formula" timber $ 500,000 TOTAL $2,712,500 Lost revenue <$3,070,000> Remaining deficit <$251,500> 'Assumes this will be the county share after cities receive a share of total revenue under a formula based on miles of road maintained. bEstimate based on projected TLT receipts for 2007-2008. ° Revenue estimate based on average actual receipts from last 6 years. Actual figure could be much lower. Though not painless, a cut of this magnitude would be manageable and would entail the following: Two FTE positions would be cut for a budget reduction of $139,500 (salary and benefits). These positions would be in engineering and overhead staff and would not affect the Department's ability to provide core road maintenance services. The other budget cut necessary to offset the funding shortfall would be a reduction of $112,000 in the overlay (preservation) program. Our current FY 06-07 budget for overlays is $2.3 million, which I C O N U N 0 C cu O O F- E N U c N 0 c O a 9 0 U- (U E z -a O .p O Ol O~ ,--i I* n M V: O1 I- to W -4 M w m w 0 M M 1-4 1-'1 r-I L, O a (Q L J d N Ln V N N .a N B N U d ~ Q Oc ~ Y U U -Ne 0 w =LL o v N p o En u v ii r~0 L f0 Ln V Ln U1 V Vf C ~ C ~ U ¢t~cn ac Q J C C G C C c U c ~ c c c~ c p pp = MS 5888 NU ~E-QCV-vvp1v r, C) R l0 f6 01 N Z, u a V N rvx s~ LL 2: 3IT 1! 2C2In,N N iO~ 'p ra ~Y OY Ln --1 :3 O ~-UU rn c~ 'a m ~ c co C~Uu~.aav~icnl- tDl~ [I d'NLnmN0 O O^-i ~ O `M ~ ~ V- V- N n V- m Mlir --I N N c f4 N c 0 U J w U x w 42 m 0 U ui c N c E O V v (D Q~ c (d L o o . c a U LO N M ~r U a`o March 14, 2007 Commissioner Mike Daly, Chair Commissioner Tammy Baney Commissioner Dennis Luke Deschutes County 1300 NW Wall Street Bend, Oregon 97701 Dear Commissioners: Thank you for the opportunity to comment regarding the possible use of money collected by raising the disposal fee charged at Knott Landfill and by increasing franchise fees imposed on the solid waste industry to repair and maintain rural roads within the County. Deschutes County has a long history of using monies collected from disposal and franchise fees only on those activities that relate directly to solid waste disposal and recycling. We are concerned that deviating from the policy of earmarking these funds to properly address solid waste issues in the County will eliminate a future funding source for solid waste as there will be a maximum the public will be willing to pay for disposal. This will have a negative impact on future improvements to the solid waste disposal system, increased recycling efforts, waste reduction education and landfill monitoring. In addition, we believe that the public will see this as a "hidden tax" and once started, it will be difficult to resist the temptation to fund other non- solid waste programs in a similar way. We realize that the loss of federal timber payments and the expiration of the Secure Rural Schools and Community Self-Determination Act will have a major impact on the County's rural road maintenance program. However, we would strongly urge the Commission to continue to use funds collected from the landfill disposal charge and franchise fees only on activities related to solid waste management and not divert them to non-solid waste related programs. Sincerely, Merle Irvine General Manager Providing the finest waste disposal and recycling services. P.O. Box 504 Bend Oregon 97709 541/382-2263 Fax 541/383-3640 RESIDENTIAL COMMERCIAL INDUSTRIAL (114 printed on recycled paper -D'ES 1 Department of Administrative Services Dave Kanner, County Administrator 9-/0 9- M rA A %A _ 1300 NW Wall St, Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 www. co. deschutes. or. us MARCH 9, 2006 TO: BOARD OF COMMISSIONERS FROM: DAVE KANNER, COUNTY ADMINISTRATOR RE: DISCUSSION OF RELOCATING JAIL EXPANSION It has been suggested that as the County moves forward with discussions around jail expansion, we consider building the expansion component in a remote location. As I understand this concept, an entirely new jail would be built in an unpopulated part of the county (Millican was suggested at one earlier work session) and would house only sentenced prisoners. The existing jail would then be devoted to pre-trial and work center prisoners. This suggestion, as staff understands it, was borne of speculation that expansion on the existing site, as recommended by the Jail Needs Assessment Committee and the OMNI report, would be met with staunch neighborhood opposition that could delay or possibly kill the project. Staff has considered the pros and cons of this idea and offers the following list: PROS: 1. Building in an unpopulated area removes the concern about neighbors' opposition. 2. Less disruption to inmates, staff and visitors during construction. 3. If remote site is large enough, may present better opportunities for long-term expansion than existing site. 4. Would not have to tear down or relocate maintenance shop, S&R building or helipad at existing site. CONS: 1. Could be difficult and time consuming to get land-use approval at a different site (per Community Development Department staff). 2. Having two separate facilities increases the number of staff (and therefore personnel expense) required for operation. Quality Services Performed with Pride 3. Recruitment of new staff becomes more difficult due to the commute to a remote location. Same applies to professional service contractors (A&D treatment, mental health, medical, etc.) 4. Potentially higher costs for goods and services due to distance. 5. Delay in emergency response and medical transport in case of inmate issues. (Particularly in winter when remote roads can be in poor condition.) 6. If any distance from town, it would be out of any fire protection district. 7. Utilities to support a facility of this size, particularly water and sewer, become highly problematic. (Loss of power in remote areas is more problematic, since there is no system redundancy, as there is in the city.) 8. Issues with winter travel and dangerous roads. 9. Needed redundancy in medical, food preparation and kitchen staff, management, supervision and support etc. 10. Courts have expressed opposition to this idea. 11. Increases construction costs as bids will include travel time for labor and materials. As can be plainly seen, the cons far outweigh the pros, and staff really did make a serious, good faith effort to think of more pros. This concept was studied by the Jail Needs Assessment Committee and rejected. It was determined that among other things, citizens/tax payers would not approve of not taking advantage of the existing facility by adding to it. Staff recommends that this concept be explicitly rejected. We are concerned that continued discussion and exploration of the remote location option will divert time and resources toward an option that is not viable, and will only serve to delay progress toward a final decision on jail expansion. Feb 23 07 12:12p p.3 TE$ Q 2-- ~ 2 Deschutes County Board of Commissioners 1300 NW Wall St., Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND DISCRETIONARY GRANT PROGRAM APPLICATION Direct Application to: Commissioner Tammy Baney Commissioner Michael M. Daly Commissioner Dennis R. Luke ✓ All Three Commissioners I X Date: Project Name: Project Beginning Date: - l . UU-7 Project End Date: Amount of Request: Date Funds Needed: Applicant/Organization: Od 'e47 s~ Tax ID Address: bvr ~L -10 City & Zip: tx- Contact Name(s): 1560 " ;j~)orrrV) Telephone: Fax: Alternate Phone: 3,1 Email: C l ~msn . ~m On a separate sheet, please briefly answer the following questions: 1. Describe the applicant organization, including its purpose, leadership structure, and activities. 2. Describe the proposed project or activity. 3. Provide a timeline for completing the proposed project or activity. 4. Explain how the proposed project or activity will impact the community's economic health. 5. Identify the specific communities or groups that will benefit. 6. Itemize anticipated expenditures*. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. If the grant will support an ongoing activity, explain how it will be funded in the future. Attach: Proof of the applicant organization's non-profit status. ✓ * Applicant may be contacted during the review process and asked to provide a complete line item budget. Amount Approved: By: Date: nPAin -d• Rv- nntn- Feb 23 07 12:12p p.4 La Pine Rodeo Scott Morrison President 536-7500 Bill Dixon Vice President 419-2188 Dustin Cnvckett Treasurer 536-9471 Florence Nds Secretary 536-5376 Directors Rob Davee 536-8323 TonyDe.Bone 771-8725 Lynn Leehmann 536-23U Boyd McCulley 536-5868 Steven Small 536-6077 Jennifer Wilson 536-8971 February 22, 2007 GRANT APPLICATION - Item 1 La Pine Rodeo Assoc ation La Pine Rodeo is a 501 C Organza den ID #54-2125846 The La Pine Rodeo Association was formed by a volunteer group in 2002, which soon formed a board of directors, became a non-profit organization, and drew up by-laws, conflict of interest policy, budgets, and committed themselves entirely to bringing awareness to La Pine and the greater South County Regfon in the form of the great American and Western tradition of a sanctioned rodeo. The rodeo has been in existence for the last four years as a sanctioned rodeo following in the footsteps of Sisters Rodeo. This was the plan and dream of this group of volunteers. Sisters has taken 63 years to achieve its goal as a PRCA sanctioned, nationally recognized and nationally sponsored event to Central Oregon. La Pine Rodeo has dubbed itself, "The Greatest Little Rodeo in Oregon," and we are fast becoming just that. We are surprisingly just a step below Sisters already in that we are and have been sanctioned by a Professional Cowboy Association for the last four years, the NPRA and this was not an easy feat. The rodeo board has a mission and that is to get enough land to bring year- round equestrian events for the entire community. The horse clubs, the high school rodeo, the individual events related to rodeo would have this available for all activities related to these things, year roundl (Please see attached Mission Statement.) The rodeo is growing and becoming the place to be over the July 4th Weekend in Southern Deschutes County. In 2005 we had 260 entries, and in 2006 we had 315 entries, an I S% increase in our rodeo. Our rodeo is becoming quite popular amongst the NPRA. The Board of Directors is in the left hand column of this letter. They are all volunteers and for the most part, work full time at their own jobs. They work tirelessly and unselfishly to bring this event to the community and for the awareness of La Pine and the Greater La Pine area. We would appreciate your time and help in our quest. Thank you, The La Pine Rodeo Board, Members and Volunteers P.O. Box 674, La Pine, OR 97739 . (541) 536-7500 E-mail chugwater69®yahoo.com Feb 23 07 12:12p p.5 La Pine Rodeo GRANT APPLICATION - Item 2. 3, 4 and 5 La Pine Rodeo Association La Pine Rodeo is a 501 C Organization ID #54-2125846 Scott Morrison President 536-7500 Bill Dixon Vice President 419-2188 Dustin Crockett Treasurer 536-9471 Florence Neil Secretary 536-5376 Directors Robnavee 536-8323 Tony DeBove 771-8725 Lynn Leehmann 536-2311 Boyd McCuffey 536-5868 Steven Small 536-6077 Jennifer Wilson 536-8971 February 22, 2007 The proposed project is the annual La Pine Rodeo coinciding with The Frontier Days event held every year on the Fourth of July weekend. The timeline is June 1, 2007 through July 4, 2007. The project greatly showcases La Pine and provides an economic boost to this area every year. Every business in Southern Deschutes and Bend area benefits from not only the thousands of visitors from the eight Westem States and Canada, but from the 315+ cowboys, cowgirls and families traveling through from one rodeo to another on "The Cowboy Christmas Weekend." The entire community of La Pine benefits from all of the above, including the youngsters who take part and help out each year. Please see the itemized list from 2006, describing the advertising expenditures. The rodeo IS growing and becoming better known and in the future the Board would like to not only rely totally on sponsorships, but on having its own land and facilities that will keep the organization more fluid. Thank you for your time and attention to this request The La Pine Rodeo Association Scott Morrison, President P.O. Box 674, La Pine, OR 97739 • (541) 536-7500 E-mail chugwater69@yahoo.com Feb 23 07 12:12p LA PINE RODEO ADVERTISING 2006 Item Cost PROGRAM GUIDES Day Sheets $ 58.30 Printing $ 2,033.79 Artwork $ 500.00 Complimentary ads (Pepsi, Unicel, Septic Service) $875.00 Program Guide giveaways (VIP/Guest) $120.00 Day Sheets giveaways (VIP/Guests) $80.00 Sub-Total: $ 3,667.09 Ads Sold ($3,450.00) Total Expense: $ 217.09 POSTERS Printing $ 128.33 Total: $ 128.33 RADIO ADS Horizon Broadcasting $ 450.00 Horizon Broadcasting $ 162.00 Ticket Giveaways $ 300.00 KSJJ Ticket Promos $ 200.00 DJ Ticket Giveaways $ 84.00 Ticket Promos (VIPIGuests) $ 2,250.00 Total: $ 3,446.00 MERCHANDISE COSTS Oregon Screen Print $ 456.78 La Verne's Embroidery $ 35.00 Merchandise Giveaways $ 1,353.50 Total: $ 1,845.28 NEWSPAPER ADS Christmas Valley Tourist Guide $ 50.00 LCAT Newberry Eagle $ 168.75 Total: $ 218.75 p.6 Deschutes County Grant Application Page 1 of 2 Feb 23 07 12:13p LA PINE RODEO ADVERTISING 2006 Item Cost WEB SITE In Motion Housing $ 103.35 Domain Registry $ 25.00 Little d Technolody $ 300.00 Little d Technolody $ 190.80 Total: $ 619.15 TICKETS Frontier Advertising (printing) $ 225.84 Total: $ 225.84 MISCELLANEOUS COSTS FOR OTHER PRINTED ADVERTISING Flyers, brochures, membership letters $ 46.00 Invoicing/accounting and mailing costs $ 247.00 Total: $ 293.00 TOTAL EXPENDITURE~~ 7,219.2!j Figures based on actual expense per Treasurer's Report, tallies kept by Sharon Small, Coordinator of Merchandising, and estimates by Florence Neis, Secretary and Advertising Coordinator Tuesday, September 05, 2006 p.7 Deschutes County Grant Application Page 2 of 2 Mar 05 07 04:26p p.2 LA PINE RODEO - 2006 SPONSORSHIP OVERVIEW 315/2007 4:21 PM Organization Amount Sponsorship AdvanTax $ 150.00 Arena Banner Baumgartner, Matt $ 150.00 Arena Banner Ghost Rock Ranch $ 150.00 Arena Banner La Pine Chamber of Commerce $ 100.00 Arena Banner Spotted Mule Saddlery $ 150.00 Arena Banner Total Vision $ 150.00 Arena Banner Western Title & Escrow Co $ 150.00 Arena Banner AirTech $ 800.00 Bareback Riding Les Schwab Tire Center $ 800.00 Barrel Racing Bi-Mart La Pine $ 800.00 Bull Riding Cindy's Kitchen $ 350.00 Chute #1 La Pine Fence $ 350.00 Chute #2 Stan Russell Construction Inc $ 350.00 Chute #3 La Pine Electric $ 350.00 Chute #4 Trade N Tools $ 350.00 Chute #5 John L Scott (Carol Raebel) $ 350.00 Chute #6 La Pine Floor Covering $ 350.00 Chute #7 Hertz Car Sales $ 350.00 Chute #8 High Desert Tax Service $ 200.00 Contributing Sponsor (Breakaway Roping Cascade Realty $ 400.00 Contributing Sponsor (Breakaway Roping) Rebound Physical Therapy, Bend $ 350.00 Contributing sponsorlbanner Rays Food Place $ 2,250.00 Corporate t Gilchrist Real Estate $ 400.00 Co-sponsor (Bull Dogging) Scott Logging $ 400.00 Co-sponsor (Bull Dogging) Pepsi Cola - Co-sponsor (Calf Roping) Unicel Bend Co-sponsor (Calf Roping) Prairie House $ 500.00 Gold Sponsor Stormy C Rancy $ 500.00 Gold Sponsor La Pine ACE Hardware & Building Supply Inc $ 500.00 Gold Sponsor (credit) Wildemess Garbage & Recycling Services $ 300.00 Mutton Busting Pepsi-Cola Bottling Co $ 1,000.00 Platinum Sponsor Unicel Bend $ 1,000.00 Platinum Sponsor Abbott Petroleum $ 250.00 Silver Sponsor Baumgartner, Matt $ 250.00 Silver Sponsor Corral West Ranchwear $ 250.00 Silver Sponsor La Pine Auto Supply/Napa $ 250.00 Silver Sponsor Little Deschutes Grange $ 250.00 Silver Sponsor Nels, Florence $ 250.00 Sliver Sponsor Young, Jim & Kelly $ 250.00 Silver Sponsor Central Oregon Bark & Landscaple Supply $ 800.00 Team Roping - Heading Big R Stores Inc $ 800.00 Team Roping - Heeling $ 17,350.00 • Feb 23 07 12:13p p.8 La Pine Rodeo La Pine Rodeo Association La Fine Rodeo is a 501 C Organization ID #5¢2125946 Scott M017ison President 536-7500 Bill Dtxon Vice President 419-2188 Dustin Crockett Treasurer 536-9471 Florence Net's Secretary 536-5376 Directors Rob Davee 536-8323 Tony DeBone 771-8725 Lynn Leehmann 536-23U Boyd McCttlfey 536-5868 Steven Snuff 536-6077 Jenmifer Wilson 536-8971 P.O. Box 674, La Pine, OR 97739 • (541) 536-7500 E-mail chugwater69@yahoo.com La Pine Rodeo's Mission Statement The La Pine Rodeo Board was formed in La Pine Oregon for the purpose of creating a non-profit corporation dedicated to the implementation of the following board goals: 1. To create and implement an annual rodeo in the La Pine community for the purpose of providing entertainment, recreation and preservation of the great western tradition of rodeo. 2. To create and maintain a rodeo facility in Southern Deschutes County (La Pine Area) that can be used year round for organized and casual equestrian activities by the residents of the La Pine area. 3. To create and sponsor other community events that utilizes the rodeo facilities and contributes to the preservation of our Western Heritage. 4. To stimulate interest and promote growth in the community of La Pine and southern Deschutes County. 5. To encourage and promote our local youth to participate in equestrian and western events. 6. To create a non-profit corporation. 7. The non-profit corporation will be in charge of maintaining and organizing the rodeo facilities and the rodeo board will be the governing body. 8. To support any other lawful activity that is not for profit that can utilize the facilities and directly benefit the local community at large. Feb 23 07 12:13p Secretary of State Corporation Division 255 Capitol Street NE, Suite 151 Salem, OR 97310-1327 Phone:(503)986-2200 FBX(503)378-43!31 www.filinginoregon.com p.9 04 j 196 04 SI-4-CIL-9 Registry Number 173971-91 Type: DOMESTIC NONPROFIT CORPORATION LA PINE RODEO ASSOC. PO BOX 674 LA PINE OR 97739 Acknowledgment Letter The document you submitted was recorded as shown below. Please review and verify the information listed for accuracy. If you have any questions regarding th is acknowledgement, contact the Secretary of State, Corporation Division at (503)986-2200_ Please refer to the registration number listed above. A copy of the filed documentation may be ordered for a fee of $5.00. Submit your request to the address listed above or call (503)986-2317 with your Visa or MasterCard number. Document ARTICLES OF AMENDMENT Filed On 05/0212005 Name LA PINE RODEO ASSOC. Principal Place of Business PO BOX 674 LA PINE OR 97739 Mailing Address PO BOX 674 LA PINE OR 97739 Secretary JO ANN ANDERSON PO BOX 674 LA PINE OR 97739 Jurisdiction OREGON Nonprofit Type PUBLIC BENEFIT WITH MEMBERS Registered Agent TEDD A ANDERSON 53335 ALICE DR LA PINE OR 97739 President TEDD AANERSON 53335 ALICE DR LA PINE OR 97739 SHAMAR ACK 05/02/2005 , Feb 23 07 12:13p • Apr 27 05 01 : 5 i a Chak-tM aoprapdow bw bolow: ❑ BUSNu(ESSIPROFESSIONAL CORPORATION 4eir 1.2 3.4. e, 7) ONPROFrr CORPORATION P-010--k 1. Z A 5, ~Ck 7) SGCMWYOfstdo coma mho Oh+bfon 2'i., Cop@o/ b`k NE. 151 aLft saltrtn.OR bt,%3. 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The das) wns adopted by the kfeorppfatore or by the boon! 6) p NONPROE . CORPORAYM ONLY S) CHECK THE APPROPROM ST/17LMW vat raqukecL ammdmm appppm wed by a va* o the boa s ofa rectors oral) was 0 IYp appr oral VAM revutreCL The raeft ~ vole was a$ Mmdm cc rmdwar ""*wag tae N&NbWGF vaMe seaifao rabtam Ncks ow .lOld1 sfgbdbVab beO Crr FOR AQAPW t'Aruied.Nama Two n CONnACrNAAM (M 4eee6onc,~lh thisghIIJ DI►YMte NUe®ER (IeMrda eras Dade ) FEES A, 41R ePmand Fee asp HO F** [nrNonjwM Typo ChprW Ondr C-Mnoee cw pow" $a Pbasbns Few4m eomeMdrbw Drsse. smwo , - .acwr■w b "Carp MMOn Oivision Fs.s"Wbs pdd weir WSA w Ma*wCasy Mw cwg aurtrr W4 *9' stlan dare r~a,fe a su6mfesd on s sspsiay shsa< farycw pmbd'brL It, (Rev. 3IW} Ted d JoAnn Finderson 906.2200 541-539-9202 0 (f .26-Zoo 5 - 6"7- P.10 Feb 23 07 12:13p p.11 9*1 27 05 01:51a Ted & JoAnn Anderson 541-536-9202 p.4 i-La Pjne Rodeo !a Pine Rodeo Association A0..8OX 674 LA PINE, ORMON 97739 £iN # 542125846 Article 8, Dissolution Clause for Ira Pine, Rodeo Assoc April 21, 2005 In the event of the r1quidabon, dhwoWon, or termination oftlie corporation, my assets and property remaining after payment of creditors and necessary expenses ofIkFWation, dissolution or termination shall be distributed to an organization for a public or charitable purpose, a reIig,iooS cBorada4 the Used State% or to an organization which is recognized as exempt with the meaning of section 501( c )3 ofthe Internal Revenue (rode of 1986, or the corresponding section of any future federal tax -code, or shall be distributed to tt a €ederal government, or to a state or local government, for a public purpose in the manner determined by the Board of Directors. Tedd Anderson, President Larry Pearce, Vice President JUU Court, Treasurer Jo Ann Anderson, Secretary April 21, 2005 upriver tic Jvaf March 1, 2007 SUNRIVIR Tammy Baney n E , ° R r Dennis R. Luke THE cHANIBEas 1-AM11A Michael M. Daly FOUNDATION Deschutes County Board of Commissioners 1300 NW Wall St. - on 97701-1960 Bend Ore 111 111 :::III , g ® icaNa Dear County Commissioners: NEWS TALK SPORTS As the Executive Director of the Sunriver Music Festival, it is with the hope of continued support from the Deschutes County Commissioners that I write seeking funds for our organization. For the last 30 years, our Festival has brought world-class classical music to the residents and visitors of this area, as well as music education for the youth of this region. As indicated by stable audience numbers, continued donations, CASCADES sponsorships and grants, our organization fills a cultural need in Central Oregon. Our efforts speak to the current and future goals as described in the Deschutes 911'-COIN Akrs County Community Plan 2001-2010: Central Oregon lacks awareness of the contributions the arts make toward our social health. This lack of recognition has led to the erosion of arts programming in our schools and early childhood development, as well as a deficit of funding and support of our THE RIVERA FAMILY existing cultural organizations and practitioners. This trend must be reversed. St. clm rf Additionally, the results announced in 2006 by the Bend 2030 project indicate that Bend residents envision thriving artistic and cultural programs as ingredients in the ideal Bend community. ~r ~cia<_ c Our organization strongly supports these community goals and seeks your financial commitment to help us market our programs state-wide. By bringing tourists to the area to participate in our two-week summer music festival, we broaden our support base. Your grant award will ensure that we maintain our ua financial viability. This in turn strengthens our community through cultural and artistic awarenes . Wi ho r y s pport, Pamela B ezley Erxecutiv Director LAmpsTANo Enclosure Fou NDAT i oN SUNRIVER MUSIC FESTIVAL P.O. Box 4308 Sunriver, OR 97707 541.593.1084 fax 541.593.6959 srmusic@cmc.net www.sunrivermusic.org ~E p Deschutes County Board of Commissioners 1300 NW Wall St., Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.ora DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND DISCRETIONARY GRANT PROGRAM APPLICATION Direct Application to: Commissioner Tammy Baney Commissioner Michael M. Daly Commissioner Dennis R. Luke All Three Commissioners Date: 0-1/01 /07 Project Name: D 0 Expanding Cultural Tourism in Central Oregon Project Beginning Date: F March 2007 Project End Date: August 2007 Amount of Request: 1 $5,000 Date Funds Needed: ~Mav 2007 Sunriver Music Festival 93-0736403 Applicant/Organization: Tax ID Address' PO Box 4308 77~ City & Zip' Sunriver, OR 97707 Contact Name(s)' Pam Beezley, Executive Director Telephone: (541) 593-1084 Fax: (541) 593-6959 Alternate Phone: (541) 593-9310 Email:) pam@cmc.net On a separate sheet, please briefly answer the following questions: 1. Describe the applicant organization, including its purpose, leadership structure, and activities. 2. Describe the proposed project or activity. 3. Provide a timeline for completing the proposed project or activity. 4. Explain how the proposed project or activity will impact the community's economic health. 5. Identify the specific communities or groups that will benefit. 6. Itemize anticipated expenditures*. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. If the grant will support an ongoing activity, explain how it will be funded in the future. Attach: Proof of the applicant organization's non-profit status. * Applicant may be contacted during the review process and asked to provide a complete line item budget. Amount Approved: By: Date: Declined: By: Date: APPLICATION FOR FUNDING FROM THE DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND DISCRETIONARY GRANT PROGRAM March 1, 2007 1. Describe the applicant organization, including its purpose, leadership structure, and activities. Sunriver Music Festival: 30 Years of Harmony The mission of the Sunriver Music Festival is to present world-class classical music performances and to support and grow music education for the youth of Central Oregon. As classical music orchestras across the nation struggle to remain financially stable and classical music audiences decline, the Sunriver Music Festival remains financially healthy due to steady audience numbers, donations, sponsorships and grants. It grew from a fledgling organization in 1977 started by a handful of classical musicians who loved Sunriver as a vacation destination. Now enjoying its 30th season, the Festival is committed to ensuring that music appreciation is a significant and vital part of life in Central Oregon. Summer series: The Festival achieves its mission through a two-week long summer celebration of classical music that includes an ever-expanding series of formal and informal performances. Concert patrons plan their vacations to Sunriver around the timeframe of the Festival, purchasing tickets as early as April for the August performances. Formal concerts are performed in the Sunriver Resort Great Hall and Bend's Tower Theatre. Informal performances include two free concerts, "Prelude in the Park" and the popular "Family Concert." Other informal and free concerts are performed by soloists and small groups of the orchestra members, such as duets, quartets and quintets. Titled the "Unleashed" series, these concerts take place throughout Sunriver and Bend. Additionally, a number of orchestra members conduct free instrument-specific "master classes" for both adults and children, and the community is invited to attend all orchestra rehearsals free of charge. Year-around events: The Sunriver Music Festival has expanded the audience size of its popular "off-season" Fireside Concert Series by moving it to larger venues including the Great Hall and the Tower Theatre. These concerts feature small ensembles and soloists and offer a mix of musical styles. Not only has this series increased the Festival's revenue stream, it has enlarged the demographic of its patrons, attracting a broad range of ages and a diversity of music lovers. Music Education: Nurturing Our Youth The Festival's school outreach programs are an important focus throughout the year. They include educational performances, workshops, master classes, and artist-in- residence programs at Sunriver's Three Rivers Elementary and Middle Schools and throughout the Bend / La Pine School District. The Festival provides grants to Three Rivers Schools for the purchase of musical instruments, to the Central Oregon Youth Choir, and to the Cascade Community School of Music. This is in addition to the unique Sunriver Music Festival and very successful Young Artist Scholarship Program, providing financial assistance to Central Oregon classical music students who aspire to make a career in the field of music. Leadership: At Multiple Levels The Sunriver Music Festival is governed by a 23 member Board of Trustees and managed by an Executive Director, Executive Assistant and a Ticket Office Manager. One or two contractors are hired during the peak summer season to manage and coordinate the major fundraiser, Festival Faire. A college student majoring in music is hired as a summer intern. Over 250 volunteers and businesses provide time and finances to support the year round activities. 2. Describe the proposed project or activity. Goal: Expand Cultural Tourism The Sunriver Music Festival seeks support from Deschutes County's Economic Development Fund (EDF) to enhance the Festival's visibility and encourage cultural tourism to our area from in and out-of-state tourists. The Festival plans to dedicate a 2007 EDF grant to expand its marketing program outside of Central Oregon. The statewide marketing plan includes: • Rack card-size brochures: Production of and distribution to all Oregon Welcome Centers and Visitor Centers. These centers are located in Astoria, Brookings, Klamath Falls, Lakeview, Ontario, Portland, Umatilla and Ashland. • Summer Festival ticket brochures: Production and mailing of 7,000 ticket brochures to the Festival's U.S.-based and international concert patrons, donors and volunteers, detailing the upcoming summer festival and providing ticket purchase information. • Print advertisements in cultural program handouts, including those for the Bach Festival in Eugene, Britt Festival in Jacksonville, Eugene Symphony, and the Portland-based Oregon Symphony, Chamber Music Northwest and the Piano Northwest Festival held annually at Portland State University. • Radio advertisements and public service announcements on classical radio station KBPS in Portland and KWAX out of Eugene. These cities are specifically targeted for radio ads because Sunriver attracts a large number of second-home owners and summer renters from these areas. Money needed: Funds to extend the marketing campaign outside Central Oregon are earmarked in the Festival's marketing budget. But, unless additional funds are injected, the campaign will not include the planned radio advertisements in Portland and Eugene. Additionally, the budget cannot fund the placement of ads in upcoming cultural program handouts outside Central Oregon, or the printing of additional promotion brochures as needed. Sunriver Music Festival 2 Running parallel with the statewide campaign, the Festival will promote regionally. This local campaign includes: • Television ads, created in Central Oregon, appearing on local TV stations beginning in July 2007 and continuing through the summer festival, concluding on August 18. • Regional radio stations broadcasting ads between mid-July 2007 and August 18. • Print ads appearing in Central Oregon cultural program handouts including those for Central Oregon Symphony; Obsidian Opera; Cascade Festival of Music; Cascades Theatrical Company; and arts and entertainment publications. • Editorial write-up and print ads creating a center spread in the August issue of Sunriver Scene, a monthly publication mailed to all Sunriver homeowners at their permanent address. • Central Oregon Visitors Centers displaying the Festival's rack card-size brochures. • Direct mailings targeting past supporters and attendees of the Festival. 3. Provide a timeline for completing the proposed project or activity. Statewide Campaign: March through August 2007 Advertisements in statewide and regional cultural program handouts, and the printing and distribution of brochures will launch in March 2007 and continue until the summer music series ends on August 18. 4. Explain how the proposed project or activity will impact the community's economic health. Cultural Depth: Attracts Money With the average tourist group of 2.3 people spending $219 per day in Central Oregon Bend Visitor & Convention Bureau, 2006), the entire region has much to gain by attracting visitors. Tourists spend money: Historical data indicates the Festival attracts a number of statewide and out-of-state visitors who plan their trips to Sunriver to enjoy the summer Festival concerts and other regional events and activities. On the way these tourists stop by towns and sites such as Sisters, Redmond, Suttle Lake, LaPine and Smith Rock, and contribute to the county's economy as they shop, dine, lodge and recreate. Additionally, they often take advantage of other cultural opportunities such as visits to the Warm Springs and High Desert Museums. Demographic spending: According to the American Demographics, Simmons Market Research Report classical music lovers have significant demographic clout. It states that, "Classical music fans are apparently a dream market for purveyors of upscale products and pursuits." It goes on to summarize that classical music audiences tend to fall in the categories of affluent, highly educated, curious and adventurous. The classical music audience is a prime target for bringing positive economic benefits to Central Oregon. Sunriver Music Festival 3 Another reason to visit: A strong statewide marketing campaign raises awareness that Central Oregon is artistically and culturally deep. So, along with the unmatched recreation opportunities of our area, Central Oregon can draw visitors to enjoy cultural offerings from the Festival and other Central Oregon cultural arts organizations. 5. Identify the specific communities or groups that will benefit. Broad reaching: Our Youth and Beyond iver t aveldto Statewide exposure of the Festival's summrseries mdustry profits as these visitors Bend communities- But, the region's tourism take part in Festival events. Festival success helps youth: Youth in Central Oregon receive substantial benefits as the Festival provides over $25,000 annually to youth music education programs. By remaining financially strong, the Festival can continue its educational outreach programs in the schools, including grants to purchase musical instruments, artist-in-residence Central programs, master classes, and grants to help sustain Choir of CentragOregonpand the Cascaderegon educational programs such as the Youth Community School of Music. As an example of its outreach programs, the Festival supports a three day Classroom Music Project every couple of years at Three Rivers Schools. The latest project was in November of 2006, when two professional classical how to write their own songs, ut came to the school to teach first through eighth grader them to music, and record them to create their own CD. Each class worked independently on the song lyrics, and then with the musicians on the music and performance. (Three Rivers School is the recipient of Title 1 financial support and has a high number of underprivileged students, with more than fifty percent coming from families living at or below the Federal poverty level.) *The adaptation of a musical style, as by blending elements of two or more styles or categories, to appeal to a wider audience. 4 Sunriver Music Festival 6. Itemize anticipated expenditures and sources. Statewide Quantity Expense Marketing Plan Sunriver Music 5,000 $1,400 Festival rack card- size brochures for statewide Welcome Centers: Includes annual Center fees, design, print costs, postage Print advertising in 8 full page ads $6,500 cultural arts program handouts outside Central Oregon Radio advertising 2 key radio ads $750 in Portland and running 20X per ad Eugene Sunriver Music 7,000 $2,200 for brochures Festival summer sent outside Central ticket brochures for Approx. 2,800 (40%) Oregon direct mailing: are mailed outside , Includes design, Central Oregon Total cost for all 7,000 is print costs, postage $5,500 Marketing funds available from Sunriver Music Festival budget: A: $5,850 Funds requested from Deschutes County Economic Development fund.- B: $5,000 TOTAL A+B TOTAL MARKETING EXPENSES for FUNDS campaign outside AVAILABLE: Central Oregon: $10,850 $10,850 Sunriver Music Festival Internal Revenue Service District Director Date: MAY 2 0 1918 Sunriver Music Festival, Inc. P. 0. Box 4308 Sunriver, OR 97707-1308 Dear Sir or Madam: P. 0. Box 2508 Cincinnati, OH 45201 Department of the Treasury Person to Contact: Gordon Schnur Telephone Number: 513-241-5199 Fax Number: 513-684-5936 Federal Identification Number: 93-0736403 This letter is in response to your request for a copy of your organization's determination letter. This letter will take the place of the copy you requested. - Our records indicate that a determination letter issued in June 1979 granted your organization exemption from federal income tax under section 501(c)(3) of the Internal Revenue Code. That letter is still in effect. Based on information subsequently submitted, we classified your organization as one that is not a private foundation within the meaning of section 509(a) of the Code because it is an organization described in section 509 (a) (1) and 170 (b) (1) (A) (vi) . This classification was based on the assumption that your organization's operations would continue as stated in the application. If your organization's sources of support, or its character, method of operations, or purposes have changed, please let us know so we can consider the effect of the change on the exempt status and foundation status of your organization. Your organization is required to file Form 990, Return of Organization Exempt from Income Tax, only if its gross receipts each year are normally more than $25,000. If a return is required, it must be f iled by the 15th day of the fifth month after the end of the organization's annual accounting period. The law imposes a penalty of $20 a day, up to a maximum of $10,000, when a return is filed late, unless there is reasonable cause for the delay. All-exempt organizations (unless specifically excluded) are liable for taxes under the Federal Insurance Contributions Act (social security taxes) on remuneration of $100 or more paid to each employee during a calendar year. Your organization is not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Organizations that are not private foundations are not subject to the excise taxes under Chapter 42 of the Code. However, these organizations are not automatically exempt from other federal excise taxes. r ~~TES Q Deschutes County Board of Commissioners 1300 NW Wall St., Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND DISCRETIONARY GRANT PROGRAM APPLICATION Direct Application to: Commissioner Tammy Baney Commissioner Michael M. Daly Commissioner Dennis R. Luke All Three Commissioners x Date: 02/23/07 Project Name: Donna Beegle Community Event Project Beginning Date: April 11, 2007 Project End Date: April 11, 2007 Amount of Request: $500 Date Funds Needed: March 15, 2007 Applicant/Organization: Bend/LaPine School District Tax ID 93-6000393 Address: F 520 NW Wall Street City & Zip: Bend, 97701 Contact Name(s): Dana Arntson Telephone: 322-5492 Fax: 383-6024 Alternate Phone: 383-6000 Email: darntson@bend.k 12. onus On a separate sheet, please briefly answer the following questions: 1. Describe the applicant organization, including its purpose, leadership structure, and activities. 2. Describe the proposed project or activity. 3. Provide a timeline for completing the proposed project or activity. 4. Explain how the proposed project or activity will impact the community's economic health. 5. Identify the specific communities or groups that will benefit. 6. Itemize anticipated expenditures*. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. If the grant will support an ongoing activity, explain how it will be funded in the future. Attach: Proof of the applicant organization's non-profit status. See attached • Applicant may be contacted during the review process and asked to provide a complete line item budget. Amount Approved: By: Date: Declined: By: Date: 1 1. Describe the applicant organization, including its purpose, leadership structure, and activities. The mission statement of the Bend - La Pine School District is to "Educate each student to be a thriving citizen by helping them meet high academic standards and by providing them with the lifelong skills they will need to flourish." The School District is managed by Superintendent, Dr. Douglas M. Nelson, and reports to a locally elected seven member School Board. The Bend - La Pine School District serves more than 15,000 students at 24 schools in Bend, Sunriver and La Pine. In addition to the obvious core academic pursuits, other activities run the continuum from arts to athletics to developing social skills to providing nutritious meals to leadership development and job training and experience. 2. Describe the proposed project or activity. Dr. Donna Beegle is a dynamic and nationally recognized public speaker, trainer and author who provides important insights and strategies for working with people from poverty backgrounds. Dr. Beegle completed her Doctorate in Educational Leadership from Portland State University with research focusing on students from generational poverty. Her personal history and education make her uniquely qualified to work with organizations and individuals to increase success for people from poverty backgrounds. The proposed activity is that Dr. Donna Beegle will conduct a one-day workshop in Bend (Tower Theatre) on "Interrupting Generational Poverty." Nine community partners have come together to host Dr. Beegle and the event will be free and open to the public. The event will be promoted and marketed to school staff, non-profit organizations, local businesses, and the community at large. At the end of the day, participants will: • understand the full impact of poverty on our community • learn barriers faced by people in poverty • understand how to reach those struggling with the effects of poverty to increase their success in moving out of poverty • learn ways to motivate people from poverty • obtain techniques for building on the assets of people with a poverty background This topic is both relevant and timely to Deschutes County. Current figures show more than 34% of Bend - La Pine students qualify for Free and/or Reduced Lunch (F&R) and this number is surely an underestimate since many people who qualify choose not to participate. By educating school staff and representatives from community organizations who have a lot of contact with people in poverty, we can create an environment that is more informed and respectful of the challenges faced by people in poverty and more effective in helping them to move out of poverty. 3. Provide a timeline for completing the proposed project or activity. This is a one-day event. Dr. Donna Beegle will be conducting her workshop on April 11, from 8 - 4 pm at the Tower Theatre. Amount Approved: By: Date: Declined: By: Date: I 4. Explain how the proposed project or activity will impact the community's economic health. Understanding the context of families living in poverty is essential to breaking the cycle of poverty. This workshop will help frontline staff explore many concepts including choice of language, learning styles, family dynamics, motivating factors, and perspectives on time and money. The better understanding our community has of effective techniques to assist families in poverty, the more economically vibrant and successful we can become. Using concepts and skills learned through this workshop, many community members will have the ability to affect positive change in our community. Since the economic health of a community hinges upon a strong working population, the more tools we are able to provide to the working poor the better we are able to break the cycles of poverty and impact the economic health of our community. 5. Identify the specific communities or groups that will benefit. This workshop will be open to up to 420 community members (i.e. full capacity of the Tower Theatre). All attendees of this event will benefit from the project in that they will come away with new knowledge, understanding, techniques and strategies. The event will also benefit many Deschutes County children and families in poverty. Techniques and skills learned through the workshop will help our community better understand families from a poverty background and allow greater opportunities to assist in moving families out of poverty. 6. Itemize anticipated expenditures*. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. If the grant will support an ongoing activity, explain how it will be funded in the future. Project Expenditures Donna Beegle presentation & expenses Venue (Tower Theater) Coffee/Tea/Water Project Revenue Committed DC Health Department COBRA Bend - La Pine School District DC Juvenile Community Justice Bend Metro Parks & Recreation Family Access Network DC Mental Health Department NeighborImpact Redmond School District Pending DC Economic Development Fund Amount Approved: Declined: By: By: $3,300 $750 $200 $4,250 $300 $250 $500 $500 $500 $500 $500 $200 $500 500 $4,250 This is a one-time activity and will not require on- going funding Date: Date: Bend-La Pine Public Schools July 1, 2005 520 NW Wall Street Bend, Oregon 97701-2699 (541) 383-6000 To Whom It May Concern: RE: Tax Exempt Status of Bend-La Pine School District No. 1 The Bend-La Pine School District is often asked to provide information as to its tax- exempt status. The purpose of this letter is to explain that status. The school district's tax identification number is 93-6000393. The Bend-La Pine School District is tax exempt under Section 170 of the Internal Revenue Code. That section excludes state and local governments from federal income taxation. This is an automatic exemption from federal taxation. The Internal Revenue Service does not issue determination letters for state and local governments. The Bend-La Pine School District is not a Section 501(c)(3) tax-exempt entity because it is a Section 170 tax-exempt entity, and the Internal Revenue Code does not provide for a public school district to file Internal Revenue Service Form 990 for its activities as a local government. For out-of-state vendors, please note there is not a sales tax implemented in the State of Oregon. If you have further questions regarding the tax-exempt status of the Bend-La Pine School District, please forward those questions to: Brad Henry, CPA Accounting Supervisor Bend-La Pine School District 520 NW Wall Street Bend, Oregon 97701-2699 (541) 383-6041 Sincerely, /John M. xford Assistant Superintendent-Operations Building Usage 383-6062/Business Office 383-6040/Communications 383-6004/Curriculum 3 83-602 1 [Nutrition Services 383-6090 Human Resources 383-6010/Special Programs 383-6051/Superintendent & Assistant Superintendent 383-6000 Maintenance 383-6060/Purchasing 383-6110/Transportation 383-6100/La Pine Transportation 536-3222