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2008-748-Minutes for Meeting June 30,2008 Recorded 7/21/2008DESCHUTES COUNTY CLERKDS Q COMMISSIONERS' JOURNAL NANCY IIIIIAI lAI 07/21/2008 08:11'11 Al III748 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 6, tt, ~t 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 MONDAY, JUNE 309 2008 Present were Commissioners Dennis R. Luke, Michael M. Daly and Tammy Melton. Also present were Erik Kanner, Deputy County Administrator; Marty Wynne, Finance; David Inbody, Assistant to the Administrator; and Susan Ross, Property and Facilities. No representatives of the media or other citizens were present. Chair Luke opened the meeting at 1: 30 p. m. 1. Finance/Tax Update. Marty Wynne indicated that regarding investments, the LIGI pool is still at 3.15%. The March forecast for investment earnings for 2008-09, it was thought that the investment would drop about 50%. Because of the cost of oil and the fear of inflation, the County's investment earnings will be higher than budgeted. The forecast for the funds are close to estimated. The Sheriff's office will be taking over the Parole & Probation, and Parole & Probation will go into the Jamison building for now. The Sheriff is a bit concerned re the costs associated with the Jamison building. There may be grant funds available through the State. The preliminary official statement will be available soon. Mr. Wynne is concerned about Community Development's deficit number being too low at this point. He will keep the Board updated. The proposed budget shows a deficit of $1.877 but it is $2.2 at this point and may go higher. Minutes of Administrative Work Session Monday, June 30, 2008 Page 1 of 3 Pages 2. Update on the 10-Year Plan to End Homelessness. Erik Kropp said that at this point it is planned to invite local governments to participate in this work. A list is being compiled of groups that may become stakeholders in this issue. There will be a meeting of elected officials in the late summer, with a kickoff event in October. Commissioner Luke asked if funding is needed for Mr. Kropp to oversee this project; if so, it should be provided if reasonable. Mr. Kropp will compile the appropriate letter for the Board to sign. 3. Discussion of Biomass Feasibility Grant Application. Susan Ross said that the Oregon Economic and Development Department handles these types of grants, and this project may be one that is appropriate for them to review. In regard to biomass conversion, Burns has converted two schools and feels that the payback will take about twelve years. 4. Participation in "Disability for a Day" Event. Susan Ross said that a Commissioner should represent the County in support of handicapped access at the event. Commissioner Daly stated that he would do so. Commissioner Luke said that someone else should also represent the County, perhaps from Risk Management, but it was felt that the person should be an elected official. 5. Update of Commissioners' Meetings and Schedules. The Commissioners are meeting with the City of La Pine Council in the evening, followed by a brief meeting with the South County Financial Advisory Committee meeting. Commissioner Luke said he would not be in the office on July 21. Bob Haas was advised that Commissioner Melton has volunteered to work with the ORMAP group instead of Commissioner Daly, in regard to data sharing throughout the State. Minutes of Administrative Work Session Monday, June 30, 2008 Page 2 of 3 Pages 6. Other Items. None were discussed. Being no further discussion, the meeting adjourned at 2: 30 p. m. DATED this 30th Day of June 2008 for the Deschutes County Board of Commissioners. ATTEST: &AAt;~ 6,4km- Recording Secretary Dennis R. Luke, hair 14&, ywj,~ YAW' ' (Ban ) Melton, Vice Chair Michael M. Daly, Com issioner Minutes of Administrative Work Session Monday, June 30, 2008 Page 3 of 3 Pages Deschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.orR WORK SESSION AGENDA DESCHUTES COUNTY BOARD OF COMMISSIONERS 1:30 P.M., MONDAY, JUNE 30, 2008 1. Finance/Tax Update - Marty Wynne 2. Update on the 10-Year Plan to End Homelessness - Erik Kropp 3. Discussion of Biomass Feasibility Grant Application - Susan Ross 4. Participation in "Disability for a Day" Event - Susan Ross 5. Update of Commissioners' Meetings and Schedules 6. 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. DRAFT LETTER TO INVITE ELECTED OFFICIALS TO JOIN 10 - YEAR PLAN TO END HOMELESSNESS DATE Name Address Dear Councilperson/Commissioner/etc: We are writing to invite your agency to participate in a regional planning process to address the issue of homelessness called the 10 - Year Plan to End Homelessness. We recently learned through the Homeless Leadership Coalition's annual point-in-time homeless count that there are 752 children that are homeless in Central Oregon. This represents 43% of the 1,736 people counted as homeless in Central Oregon on January 31, 2008. Homelessness is a community issue that cuts across school district boundaries, city limits, county lines, and all governmental levels. The 10-Year Plan to reduce homelessness provides a framework to coordinate our resources. This process is modeled after the United States Interagency Council on Homelessness and has been used in over 275 communities across the country. Enclosed is a step-by-step guide on the process, which is expected to take 12 - 18 months. To participate, we ask for the following commitment from your organization: Designate an elected official to serve on a Policy/Steering Committee. The Policy/Steering Committee will meet once a month for approximately 18 months. The Policy/Steering Committee with work with an Operational Committee made up of community partners and staff from the governments involved. Your agency will help identify community partners. • Adopt a resolution endorsing the concept of a 10-Year Plan to reduce homelessness. For your reference, resolutions adopted by Deschutes County and the City of Bend are attached. The resolution can be tailored to meet your community's needs. If your organization is interested in participating in this process, please contact Erik Kropp, Deschutes County Deputy County Administrator, at 541-388-6564 by DATE with the name of the elected official who will represent your government. Here are the next steps to kick off this effort: • Hold the first meeting of the Policy/Steering Committee before the end of September. • Attend a public kick off of the Central Oregon 10-Year Plan at the Project Connect event on October 11, 2008 the Deschutes Fair/Expo Center. Project Connect is a one day event that connects people that are homeless to community resources. Please call me if you have any questions. Sincerely, co co m M co V- 4) N cc T- / r tOp L C V E Im O O O O IT 0 CD d 00 LO V* O co 3 = "T Z N m m Q J G O • E O O O O O O O O O 7 ~ V O N LO -T N G d O N N N E v) N W d + + O L IL C 0 0 0 o O H C O O O O O V N 7 O LO O L O O O r M r O (D Q1 r fA O Q CO M M W) C m O U L O O O O O C) C) C) C) CD V O O O O O 4) 4) O V = N N co ~ N Q a W M M IL r m m r Z o~ a 0 CL 3 CO O = ■L V/ L O 0 o) c m ~ N V ~ CM m m O O c IL m a 0 E Q O rn H r N T- 6 N co x ca m .3 N 7 .D c O O 0 N L O c _O O Q H Deschutes County, OR Full Faith & Credit Obligations, Series 2008 S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 t1IJGCJS'T:::::: S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 my Deschutes County K&L Gates Western Fin Grp Editor - NW Resources Underwriter Working Group I Date Task Description Responsible Parties Tue-Jun-17 Circulate draft financing schedule & distribution list FA Thu-Jun-19 Request for information for POS OS Editor Thu-Jun-19 Kick-off conference call: 3:30pm. WG Mon-Jun-23 Circulate draft resolution authorizing obligations BC Wed-Jun-25 Comments due on draft resolution WG Thu-Jun-26 Final Resolution to County for board packet BC Fri-Jul-4 Independence Day Tue-Jul-8 Circulate draft POS FA Wed-Jul-9 BOARD MEETING TO APPROVE RESOLUTION AUTHORIZING SALE County Thu-Jul-10 Form 1 to MDAC FA Tue-Jul-15 Comments on draft POS due WG Tue-Jul-15 Circulate draft legal dots for POS BC Fri-Jul-18 Circulate draft of POS/send to Moody's FA Fri-Jul-25 Comments on draft legal docs due WG Mon-Jul-28 Final comments on POS due WG Wed-Jul-30 Rating Call County/FA Fri-Aug-1 Receive rating FA Mon-Aug-4 Circulate legal documents to include in POS BC Mon-Aug-4 Final typing of POS/ Distribute POS (include Treasury) FA Mon-Aug-4 Sign up for Surebid/Parity FA Tue-Aug-12 SALE WG Wed-Aug-13 Form 2 to MDAC; finalize OS FA Thu-Aug-14 Final OS to printer FA Fri-Aug-15 Distribute Final OS (include Treasury) FA Fri-Aug-22 CLOSING WG Updated 6/30/2008 Monthly Meeting with Board of Commissioners Finance Director/Treasurer AGENDA June 25, 2008 (1) Monthly Investment Report (2) May 2008 Financial Statements (3) Bond Issue Discussion A M M 0 co ~ ' ti r 1n 00 ~ M O 0 N m O ~ 0 1 d V O O N r C Cc d 0 CD w Iz 01 to ' u') M Fl- 1 t1 W) O > 00 ap lr~ O M 0 M T m d4 !A Cl) Cl) _ (1 c ) c V . 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Y C D Y C1 d I Z Z U U U Y c~pp U U N N m E U ~ (J,1 N C m Y N Q O y O y V O ~ y U IA ❑ Ol m U f0 m ❑ U 'O (OO Z U z U c C 1 m ~ E U o > w lL C a7 V1 al C m O V Q LL A O Z C OM B d J G U LL g l LL U C y l Z ❑ U i U o i c C m U i U cmi . a _ ca m Q O O co E C > E m > c z O A " C m v `w LL - y E o Q N U m d Y c E Y c co . U U ( E E U d K Y c Y c E f a~ m U ~ to L n y Y c E e" N - Q) E F m 'C Q 'E co ~ w Y W Q W Q Y N ca m m U U m d M co K V) ul ❑ 7 ~ m U U . LL H ~ m J U J m J Q U C O E E 1 m U U O Y m U O E E Q C O O Y O Q m c cc m m y m m O Y 21 Q O N m O Y C m - : L Q m m Q E Q p Z w o m 2 2 2 Z J = N dl 0 J 2 J 2 J 2 C f0 J S J S O Z a) a E C N Z U LL cn J = C N U LL J 2 C co Z C d J = C n1 U LL Z 7 O Z J 2 J 2 Z O Z U• G y C LL LL LL LL LL J U LL LL LL m u- LL U LL J 7 m U LL LL LL 0 LLI LL m LL U LL m 7i L LL v ) LL LL LL LL U LL W J W m I H Memorandum Date: June 16, 2008 To: Board of County Commissioners Dave Kanner, County Administrator From: Marty Wynne, Finance Director RE: Monthly Financial Reports Attached please find May 2008 financial reports for the following funds: General (001), Community Justice- Juvenile (230), Sheriffs (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), Insurance Fund (670), 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 0111 GENERALFUND Statement of Financial Operating Data Eleven Months Ended May 31, 2008 RESOURCES: Beg. Net Working Capital Revenues Property Taxes Gen. Rev. - excl. Taxes Assessor County Clerk BOPTA Board of County Comm. District Attorney Finance/Tax Veterans Property Management Grant Projects Total Revenues TOTAL RESOURCES Year to Date Budget Actual Variance FY % Coll. $ 5,920,000 $6,713,253 $ 793,253 100% 113% Revised Year End $ Bud et Projection Variance Variance $5,920,000 $6,713,253 $ 793,253 13% 17,006,000 18,403,540 1,397,540 92% 99% 18,552,000 18,535,927 (16,073) 0% 2,316,026 2,382,200 66,174 92% 94% a) 2,526,574 2,660,374 133,800 5% 987,406 946,668 (40,738) 92% 88% b) 1,077,170 1,041,170 (36,000) -3% 2,090,092 1,451,683 (638,409) 92% 64% c) 2,280,100 1,600,100 (680,000) -30% 16,009 16,747 738 92% 96% 17,464 17,464 - 0% 92 455 363 92% 455% 100 455 355 355% 250,617 298,215 47,598 92% 109% d) 273,400 315,000 41,600 15% 229,025 233,043 4,018 92% 93% 249,845 249,845 - 0% 66,000 71,141 5,141 92% 99% 72,000 72,000 - 0% 77,917 80,943 3,026 92% 95% 85,000 87,000 2,000 2% 1,833 1,837 4 92% 92% 2,000 2,000 - 0% 23,041,017 23,886,472 845,455 92% 95% 25,135,653 24,581,335 (554,318) -2% 28,961,017 30,599,725 1,638,708 92% 99% 31,055,653 31,294,588 238,935 1% REQUIREMENTS: Exp. Expenditures Assessor 3,455,936 3,114,321 341,615 92% 83% e)g) 3,770,112 3,408,022 362,090 County Clerk 1,480,468 1,263,179 217,289 92% 78% 9 1,615,056 1,429,905 185,151 BOPTA 60,515 51,659 8,856 92% 78% 66,016 52,818 13,198 BOCC 712,231 690,829 21,402 92% 89% 776,979 764,559 12,420 District Attorney 4,204,621 4,102,934 101,687 92% 89% g) 4,586,859 4,543,041 43,818 Finance/Tax 778,478 718,831 59,647 92% 85% 849,249 758,789 90,460 Veterans 267,076 181,666 85,410 92% 62% 291,356 203,055 88,301 Property Management 223,639 211,844 11,795 92% 87% g) 243,970 233,798 10,172 Grant Projects 88,880 88,414 466 92% 91% 96,960 96,287 673 Non-Departmental 4,091,644 3,947,361 144,283 92% 88% h) 4,463,612 4,463,612 - Contingency 1,421,726 - 1,421,726 92% n/a i) 1,550,974 - 1,550,974 16,785,214 14,371,038 2,414,176 92% 78% 18,311,143 15,953,886 2,357,257 Transfers Out 11,264,462 11,142,095 122,367 92% 91% 12,288,504 12,288,504 - TOTAL REQUIREMENTS 28,049,676 25,513,133 2,536,543 92% 83% 30,599,647 28,242,390 2,357,257 NET(Resources - Requirements) 911,341 5,086,592 4,175,251 456,006 3,052,198 2,596,192 Short Term Loan Receivable h) 3,160,000 Balance 6,212,198 Beginning Net Working Capital per Proposed Budget 6,050,000 a) Cigarette Tax and Liquor Revenue trending higher than budgeted. b) Revenue projection reduction for GIS transfer funds related to a GIS project. (See footnote g.) c) Clerk's Recording and Filing Fees trending less than budgeted. d) Department of Justice HIDTA grant will be greater than budgeted. e) Projection adjusted $100,000 for salary savings and $75,000 for costs on GIS project. f) Budgeted expenditure for September election and for capital outlay will not occur. g) Personnel services expenditures will be less than amount appropriated. h) $3,160,000 short-term loan to Fund 457 "Jamison Acq and Remodel" included in YTD Actual, Revised Budget and Year End Projection. Reported as an expenditure in accordance with GAAP for governmenta l accounting. i) The Contingency in the Adopted Budget was $5,192,855. The decrease of $3,641,881 is due to (1) an a ppropriation transfer of $205,000 to the Fair & Expo Construction Fund, (2) an appropriation transfer of $25,875 to General Fund-Veterans' Department (3) an appropriation transfer of $250,000 to Bethlehem Inn Fund (128), appropriation transfer for Loan to Fund 457 and appropriation transfer of $1,006 to Fund 110. * The net of $456,006 is due to transferring $205,000 of appropriation to the Fair & Expo Construction Fu nd, $250,000 of appropriation to Bethlehem Inn Fund, and $1,006 to Fund 110. 10% 11% 20% 2% 1% 11% 30% 4% 1% 0% 100% 13% 0% 8% COMM JUSTICE-JUVENILE Statement of Financial Operating Data Eleven Months Ended May 31, 2008 Year to Date Budget Actual Variance FY % Coll. 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 $ 900,000 $ 987,986 $ 87,986 100% 110% 179,048 93,371 (85,677) 44,000 57,819 13,819 4,211 - (4,211) 9,167 15,502 6,335 35,750 32,266 (3,484) 247,858 222,359 (25,499) 73,333 62,400 (10,933) 1,100 689 (411) 609,319 420,074 (189,245) 458 900 442 - 176 176 3,667 1,543 (2,124) 33,000 52,414 19,414 31,821 14,659 (17,162) - 2,917 2,917 115,352 79,057 (36,296) 1,388,085 1,056,146 (331,939) Revised Year End Budget Projection Variance $ 900,000 $ 987,986 $ 87,986 92% 48% a) 195,325 118,892 (76,433) 92% 120% 48,000 64,000 16,000 92% 0% b) 4,594 - (4,594) 92% 155% c) 10,000 17,000 7,000 92% 83% 39,000 39,000 - 92% 82% a) 270,391 296,480 26,089 92% 78% d) 80,000 67,000 (13,000) 92% 57% 1,200 700 (500) 92% 63% e) 664,712 460,000 (204,712) 92% 180% 500 900 400 92% n/a - 176 176 92% 39% 4,000 2,000 (2,000) 92% 146% 36,000 56,500 20,500 92% 42% f) 34,714 15,035 (19,679) 92% n/a - 2,917 2,917 92% 63% a) 125,839 105,409 (20,430) 92% 70% 1,514,275 1,246,009 (268,266) 92% 92% 5,933,223 5,933,223 - 92% 90% 8,347,498 8,167,218 (180,280) Transfers In-General Fund 5,438,788 5,438,788 - TOTAL RESOURCES 7,726,873 7,482,920 (243,953) REQUIREMENTS: Expenditures Community Justice-Juvenile Personal Services Materials and Services Capital Outlay Juvenile Resource Center Personal Services Materials and Services Capital Outlay Contingency Exp. 2,569,919 2,334,410 235,509 92% 83% 9) 2,803,548 2,570,000 233,548 1,657,471 1,387,421 270,049 92% 77% h) 1,808,150 1,575,000 233,150 92 - 92 92% 0% 100 - 100 2,724,249 2,470,500 253,749 92% 83% g) 2,971,908 2,700,000 271,908 216,844 169,954 46,890 92% 72% 236,557 195,000 41,557 92 - 92 92% 0% 100 8,000 (7,900) 483,207 - 483,207 92% n/a 527,135 - 527,135 TOTAL REQUIREMENTS 7,651,873 6,362,284 1,289,589 92% 76% 8,347,498 7,048,000 1,299,498 NET (Resources - Requirements) 75,000 1,120,635 1,045,636 - 1,119,218 1,119,218 Beginning Net Working Capital per Approved Budget 1,090,000 a) Reimbursements requested quarterly. Juvenile Crime Prevention and Level 7 projections adjusted for funding changes by State finalized in August. Approximately $68,000 in federal grant payments anticipated to be received in FY 2009. b) Amount budgeted for FY 2008 received in FY 2007. c) Requests for discovery documents are higher than anticipated. d) Due to increased population of in-county youth (WeIlSpring Program), housing available for out-of-county youth decreased resulting in a decline in revenues from this source. Since the discontinuance of the WeIlSpring Program (August 31st), out-of-county youth population and associated revenues are increasing and should meet the new projection figure. e) Billing to DHS is generated in succeeding month with payments being received 8-10 weeks after billing. Projection adjusted for elimination of WeIlSpring Program. f) Lessee (Trillium) moved out early in the fiscal year. Revenue projection decreased to reflect termination of lease. g) Projection adjusted for salary savings from unfilled positions and estimated savings on Resource Center on-call personnel. h) Projection adjusted to reflect reduction in anticipated expenditures including DHS match for WeIlSpring Program. f; SHERIFF - Revenue Detail Statement of Financial Operating Data Eleven Months Ended May 31, 2008 Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $2,562,148 $ 2,648,830 $ 86,682 100% 103% $2,562,148 $2,648,830 $ 86 682 Revenues , Law Enf Dist Countywide 16,902,189 14,615,960 (2,286,229) 92% 79% a) 18,438,752 16,218,102 (2,220,650) Law Enf Dist Rural 11,097,456 10,298,745 (798,711) 92% 85% a) 12,106,316 11,117,214 (989,102) Interest - 73,674 73,674 92% n/a 73,674 73 674 Total Revenues 27,999,645 24,988,379 (3,011,266) 92% 82% 30,545,068 27,408,990 , (3,136,078) TOTAL RESOURCES 30,561,793 27,637,209 (2,924,584) 92% 83% 33,107,216 30,057,820 (3,049,396) REQUIREMENTS: EXPENDITURES & TRANSFERS Sheriffs Division 2,008,927 Civil 608,051 Automotive/Communications 1,173,154 Investigations/Evidence 1,902,341 Patrol/Civil/Comm Supp 6,771,037 Records 532,771 Adult Jail 8,000,441 Court Security 222,163 Emergency Services 124,864 Special Services Division 1,410,875 Regional Work Center 3,514,473 Training Division 179,932 Non-Departmental 2,554,645 Contingency 1,298,777 Exp. 1,586,997 421,930 92% 72% b) 2,191,557 1,880,148 311,409 579,835 28,216 92% 87% 663,327 663,327 - 1,132,177 40,977 92% 88% c) 1,279,803 1,257,803 22,000 1,921,100 (18,759) 92% 93% 2,075,281 2,115,281 (40,000) 6,465,839 305,198 92% 88% d) 7,386,586 7,209,519 177,067 522,006 10,765 92% 90% 581,205 588,048 (6,843) 7,120,973 879,468 92% 82% e) 8,727,754 7,889,624 838,130 199,672 22,491 92% 82% 242,360 229,959 12,401 123,569 1,295 92% 91% 136,215 136,115 100 935,783 475,092 92% 61% g) 1,539,136 1,373,670 165,466 3,217,963 296,510 92% 84% f) 3,833,970 3,491,874 342,096 168,947 10,985 92% 86% 196,289 196,849 (560) 2,608,805 (54,160) 92% 94% h) 2,786,885 2,873,567 (86,682) - 1,298,777 92% n/a 1,416,848 - 1,416,848 Transfers Out 45,833 37,500 8,333 92% TOTAL REQUIREMENTS 30,348,284 26,621,166 3,727,118 92% NET (Resources - Requirements) 213,509 1,016,043 802,534 75% 50,000 50,000 - 80% 33,107,216 29,955,784 3,151,432 - 102,036 102,036 SHERIFF -Expenditure Detail Statement of Financial Operating Data Eleven Months Ended May 31, 2008 Year to Date Revised Year End Budget Actual Variance FY % Coll. % I I Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 2,562,148 $ 2,648,830 $ 86,682 100% 103% $ 2,562,148 $ 2,648,830 $ 86,682 Total Revenues 27,999,645 24,988,379 (3,011,266) 92% 82% 30,545,068 27,408,990 (3,136,078) TOTAL RESOURCES 30,561,793 27,637,209 (2,924,584) 92% 83% 33,107,216 30,057,820 (3,049,396) REQUIREMENTS: Exp. Sheriffs Services Personnel 1,152,876 948,333 204,543 92% 75% 1,257,683 1,038,529 219,154 Materials & Services 681,885 638,664 43,221 92% 86% 743,874 706,119 37,755 Capital Outlay 174,167 - 174,167 92% 0% 190,000 135,500 54,500 Total Sheriffs Services 2,008,928 1,586,997 421,931 2,191,557 1,880,148 311,409 Civil Personnel 520,174 512,898 7,276 92% 90% 567,462 567,462 - Materials & Services 52,126 35,747 16,379 92% 63% 56,865 56,865 Capital Outlay 35,750 31,190 4,560 92% 80% 39,000 39,000 Total Civil 608,050 579,835 28,215 663,327 663,327 - Automotive/Communications Personnel 303,454 274,657 28,797 92% 83% 331,041 301,041 30,000 Materials & Services 852,740 849,020 3,720 92% 91% 930,262 930,262 - Capital Outlay 16,958 8,500 8,458 92% 46% 18,500 26,500 (8,000) Total Automotive/Communications 1,173,152 1,132,177 40,975 1,279,803 1,257,803 22,000 I nvestigations/Evidence Personnel 1,638,813 1,660,801 (21,988) 92% 93% 1,787,796 1,827,796 (40,000) Materials & Services 240,611 235,306 5,305 92% 90% 262,485 262,485 Capital Outlay 22,917 24,993 (2,076) 92% 100% 25,000 25,000 Total Investigations/Evidence 1,902,341 1,921,100 (18,759) 2,075,281 2,115,281 (40,000) Patrol/Civil/Comm Support Personnel 6,041,041 5,730,514 310,527 92% 87% 6,590,227 6,353,160 237,067 Materials & Services 468,746 504,051 (35,305) 92% 99% 511,359 571,359 (60,000) Capital Outlay 261,250 231,274 29,976 92% 81% 285,000 285,000 - Total Patrol/Civil/Comm Supp 6,771,037 6,465,839 305,198 7,386,586 7,209,519 177,067 Records Personnel 474,262 453,648 20,614 92% 88% 517,377 504,320 13,057 Materials & Services 58,417 68,358 (9,941) 92% 107% 63,728 83,728 (20,000) Capital Outlay 92 - 92 92% 0% 100 - 100 Total Records 532,771 522,006 10,765 581,205 588,048 (6,843) Adult Jail Personnel 6,434,708 5,832,777 601,931 92% 83% 7,019,681 6,399,317 620,364 Materials & Services 1,269,906 1,240,962 28,944 92% 90% 1,385,352 1,435,352 (50,000) Capital Outlay 295,828 47,234 248,594 92% 15% 322,721 54,955 267,766 Total Adult Jail 8,000,442 7,120,973 879,469 8,727,754 7,889,624 838,130 Court Security Personnel 182,171 168,824 13,347 92% 85% 198,732 189,830 8,902 Materials & Services 12,492 7,247 5,245 92% 53% 13,628 13,628 - Capital Outlay 27,500 23,601 3,899 92% 79% 30,000 26,501 3,499 Total Transport/Court Security 222,163 199,672 22,491 242,360 229,959 12,401 Emergency Services Personnel 106,496 106,112 384 92% 91% 116,177 116,177 - Materials & Services 18,277 17,457 820 92% 88% 19,938 19,938 - Capital Outlay 92 - 92 92% 0% 100 - 100 Total Emergency Services 124,865 123,569 1,296 136,215 136,115 100 Special Services Personnel 577,597 575,378 2,219 92% 91% 630,106 645,106 (15,000) Materials & Services 83,959 81,941 2,018 92% 89% 91,592 111,592 (20,000) Capital Outlay 749,318 278,464 470,854 92% 34% 817,438 616,972 200,466 Total Special Services 1,410,874 935,783 475,091 1,539,136 1,373,670 165,466 Regional Work Center Personnel 1,729,857 1,451,444 278,413 92% 77% 1,887,117 1,631,637 255,480 Materials & Services 344,165 220,953 123,212 92% 59% 375,453 320,745 54,708 Capital Outlay 1,440,450 1,545,566 (105,116) 92% 98% 1,571,400 1,539,492 31,908 Total Regional Work Center 3,514,472 3,217,963 296,509 3,833,970 3,491,874 342,096 Training Personnel 130,266 139,420 (9,154) 92% 98% 142,108 157,108 (15,000) Materials & Services 49,574 29,527 20,047 92% 55% 54,081 39,741 14,340 Capital Outlay 92 - 92 92% 0% 100 - 100 Total Training 179,932 168,947 10,985 196,289 196,849 (560) Non-Departmental Materials & Services 2,554,645 2,608,805 (54,160) 92% 94% 2,786,885 2,873,567 (86,682) Transfers Out 45,833 37,500 8,333 92% 75% 50,000 50,000 - Contingency 1,298,777 - 1,298,777 92% n/a 1,416,848 - 1,416,848 Total Non-Departmental 3,899,255 2,646,305 1,252,950 4,253,733 2,923,567 1,330,166 Total Requirements 30,348,282 26,621,166 3,727,116 92 80% 33,107,216 29,955,784 3,151,432 NET (Resources - Requirements) 213,511 1,016,043 802,532 - 102,036 102,036 c Sheriff Notes Statement of Financial Operating Data Eleven Months Ended May 31, 2008 a) Contract with taxing districts based on reimbursing actual expenditures. b) Personnel expenditures will be less than appropriated due to unfilled Undersheriff position and and hiring delays in other open positions. Professional services will be less than appropriated for the year. Capital will be less than planned due to delay in software purchases. c) Personnel expenditures will be less than appropriated for the year due delay in filing the auto mechanic position. Capital expenditures for MDT's will be made with grant funds. Additional appropriation is required and has been requested. d) All open positions have been filled but personnel expenditures for the year will be less than appropriated due to delays in filling open position during the year. e) Personnel expenditures projected to be less than appropriated due to unfilled positions. Capital Outlay expenditures will be less than appropriated due to timing; expenditures for the jail control system equipment replacement will not occur until next fiscal year. f) Year to Date variance due to delay of filling open positions at the Work Center. Personnel and Materials & Services expenditures will be less than budgeted for the year but will be partially offset by Capital Outlay expenditures in excess of originally budgeted due to approved change orders on the building renovation. g) Year End Projection includes $585,000 for equipment at the Mt. Bachelor radio site for Search & Rescue. Total project cost will be $779,000 with $194,000 occurring next fiscal year. h) Transfer of June 30, 2007 balance to County wide ($1,295,267.50) and Rural Law Enforcement ($1,290,475.25) Districts included on this line. Year End Projection revised for FY 2007 year end adjustments. Sheriff 701 Statement of Financial Operating Data Eleven Months Ended May 31, 2008 RESOURCES: Beg. Net Working Capital Revenues Tax Revenues - Current Tax Revenues - Prior Federal Grants State Grant Transp. of State Wards SB 1145 Des. Cty Video Lottery Grant Des Cty Sheriffs Office Des Cty Court Security Des Cty Juvenile Contract Des Cty Parole & Prb Cnt Transport Title III Reimbursement Des Cty DAs Office Inmate Commissary Fees Work Center Work Crews Concealed Handgun Classes Soc Sec Incentive-Fed Miscellaneous Medical Services Reimb Restitution Sheriff Fees Interest Interest on Unsegregated Rentals Donations Sale of assets Total Revenues I Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance $ - $ - $ - 92% nla $ - $ - $ - 12,779,565 13,719,275 939,710 92% 98% 13,941,344 13,778,053 (163,291) 233,237 160,885 (72,352) 92% 63% 254,440 189,602 (64,838) - 26,055 26,055 92% n/a a) - 26,055 26,055 41,393 37,145 (4,249) 92% 82% 45,156 45,156 - 4,583 9,429 4,846 92% 189% 5,000 12,000 7,000 1,836,637 2,177,797 341,160 92% 109% b) 2,003,604 2,177,797 174,193 320,833 350,000 29,167 92% 100% c) 350,000 350,000 - 1,180,333 1,295,648 115,315 92% 101% d) 1,287,636 1,327,064 39,428 91,672 91,674 2 92% 92% 100,006 100,006 - 8,800 17,876 9,076 92% 186% 9,600 19,296 9,696 733 1,000 267 92% 125% 800 1,000 200 - 1,277 1,277 92% n/a - 1,277 1,277 - 49,443 49,443 92% n/a e) - 75,000 75,000 - 2,000 2,000 92% n/a - 2,000 2,000 73,333 68,160 (5,173) 92% 85% f) 80,000 80,000 - 68,750 - (68,750) 92% 0% g) 75,000 10,000 (65,000) - 2,350 2,350 92% n/a - 2,350 2,350 3,667 4,000 333 92% 100% 4,000 4,000 - 12,375 3,358 (9,017) 92% 25% 13,500 4,000 (9,500) 15,400 10,874 (4,526) 92% 65% 16,800 16,800 - 963 317 (646) 92% 30% 1,050 500 (550) 140,814 152,816 12,002 92% 99% 153,615 165,000 11,385 82,500 102,835 20,335 92% 114% 90,000 110,148 20,148 6,600 9,287 2,687 92% 129% 7,200 10,000 2,800 - 40,119 40,119 92% 4011898% h) 1 43,766 43,765 12,395 12,395 92% n/a i) - 12,395 12,395 - 2,000 2,000 92% n/a - 2,000 2,000 16,902,188 18,348,014 1,431,430 92% 100% 18,438,752 18,565,265 126,513 TOTAL RESOURCES 16,902,188 18,348,014 1,431,430 92% 100% 18,438,752 18,565,265 126,513 REQUIREMENTS: Exp. EXPENDITURES & TRANSFERS Materials and Services 16,902,190 14,615,960 2,286,230 92% 79% j) 18,438,752 16,218,102 2,220,650 TOTAL REQUIREMENTS 16,902,190 14,615,960 2,286,230 92% 79% 18,438,752 16,218,102 2,220,650 NET (Resources - Requirements) (2) 3,732,053 3,717,660 - 2,347,163 2,347,163 Beginning Net Working Capital per Approved Budget 2,560,294 a) Department of Justice payment for inmate services. b) Projection adjusted for increase in 2007-09 State Budget Grant Allocation. c) Lottery Grant for Work Center remodel received in April. d) Allocation of beginning net working capital from Sheriffs Fund. Projection revised for fiscal year 2006-07 year end adjustments. e) Title III approved allocation to Law Enforcement District - County Wide. f) Year to date variance due to timing of revenue from inmate phone service provider (GTI) and commissary purchases. g) Revenue from work crews will be less than planned due to March opening of the Work Center. h) Delay in FBI relocation resulting in unexpected rental revenue. i) Donation for Search and Rescue supplies and equipment. j) Projection reflects adjustment for three quarters of actual expenditures reimbursed. Sheriff 702 Statement of Financial Operating Data Eleven Months Ended May 31, 2008 Year to Date Revised Year End Budget Actual Variance 7 FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ - $ - $ - 92% n/a $ - $ _ $ _ Revenues Tax Revenues - Current 6,178,332 6,705,428 527,096 92% 99% 6,740,000 6,722,491 (17,509) Tax Revenues - Prior 111,476 158,134 46,658 92% 130% 121,610 183,987 62,377 Federal Grants 16,958 38,160 21,202 92% 206% a) 18,500 40,000 21,500 US Forest Service 66,000 30,000 (36,000) 92% 42% 72,000 72,000 - State Grant 72,776 63,314 (9,462) 92% 80% 79,392 79,392 - SB #1065 Court Assessment 38,958 57,819 18,861 92% 136% b) 42,500 67,000 24,500 Marine Board License Fee 90,699 33,619 (57,080) 92% 34% c) 98,944 98,944 - Narcotic Task Force 100,833 110,000 9,167 92% 100% d) 110,000 110,000 - Des Cty General Fund Grnt 334,810 - (334,810) 92% 0% e) 365,247 365,247 - Des Cty Transient Room Tax 2,094,357 2,094,357 (0) 92% 92% 2,284,753 2,284,753 - Des Cty Other Grant 55,443 - (55,443) 92% 0% 0 60,483 156,000 95,517 Des Cty Sheriffs Office 1,168,303 1,290,475 122,172 92% 101% g) 1,274,512 1,321,766 47 254 City of Sisters 360,484 360,484 (0) 92% 92% 393,255 393,255 , - Des Cty Tax/Fin Contract 2,521 2,140 (381) 92% 78% h) 2,750 2,140 (610) Des Cty CDD Contract 47,240 47,243 3 92% 92% h) 51,535 51,535 - Des Cry Solid Waste Cntrt 47,240 51,536 4,296 92% 100% h) 51,535 51,536 1 Des Cty Clerk/Election 2,750 1,445 (1,305) 92% 48% h) 3,000 1,445 (1,555) CODE - 8,808 8,808 92% n/a - 8,808 8,808 Security & Traffic Reimb 59,125 25,752 (33,373) 92% 40% i) 64,500 38,630 (25,870) Seat Belt Program 5,500 5,575 75 92% 93% 6,000 6,000 - Miscellaneous - 1,968 1,968 92% n/a - 2,500 2,500 Sheriff Fees - 6,374 6,374 92% n/a - 7,500 7,500 Court Fines & Fees 114,583 90,045 (24,538) 92% 72% j) 125,000 100,000 (25,000) Impound Fees 68,750 77,800 9,050 92% 104% 75,000 82,000 7,000 Restitution - Street Crimes - 74 74 92% n/a - 100 100 Interest 55,000 45,038 (9,962) 92% 75% k) 60,000 50,000 (10,000) Interest on Unsegregated 4,400 4,621 221 92% 96% 4,800 4,800 - Sale of Equip & Material 917 1,375 458 92% 138% 1,000 1,375 375 Total Revenues 11,097,455 11,311,585 214,130 92% 93% 12,106,316 12,303,205 196,889 TOTAL RESOURCES 11,097,455 11,311,585 214,130 92% 93% 12,106,316 12,303,205 196,889 REQUIREMENTS: Exp. EXPENDITURES & TRANSFERS Materials and Services 11,097,456 10,298,745 798,711 92% 85% 1) 12,106,316 11,117,214 989,102 TOTAL REQUIREMENTS 11,097,456 10,298,745 798,711 92% 85% 12,106,316 11,117,214 989,102 NET(Resources - Requirements) (1) 1,012,840 1,012,841 - 1,185,991 1,185,991 Beginning Net Working Capital per Approved Budget 1,169,561 a) HIDTA overtime reimbursements received as billed and higher than planned. Justice Assistance Grant (JAG) was $8,000 higher than amount budgeted. b) Court assessment revenues are higher than anticipated. Projection adjusted to reflect increased in collections. c) Marine board license fees are received in February and June. d) Payments are received after the quarterly progress report is submitted and approved. e) Payment from Deschutes County (General Fund) will be made in June. f) Portion of court fines and fees collected by Justice Court to be paid in June. Forecast based on FY2007 actual. g) Allocation of beginning net working capital from Sheriffs Fund. Projection revised for fiscal year 2006-07 year end adjustments. h) Departments are billed when services are utilized. i) Organizations and groups are billed when services are utilized. j) Court fines and fees collected by Circuit Courts are less than anticipated. Projection adjusted to reflect trend. k) Interest variance reflects timing of property tax revenue. 1) Projection reflects adjustment for three quarters of actual expenditures reimbursed. HEALTH Statement of Financial Operating Data Eleven Months Ended May 31, 2008 RESOURCES: Beg. Net Working Capital Revenues Medicare Reimbursement State Grant Child Dev & Rehab Center State Miscellaneous OMAP Family Planning Exp Proj Grants School Districts Contract Payments/ESD Miscellaneous Patient Insurance Fees Health Dept/Patient Fees Vital Records-Birth Vital Records-Death Interest on Investments Donations Interfund Contract Administrative Fee Interfund Grant Total Revenues Transfers In-Reserve Fund Transfers In-General Fund TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS Year to Date Revised Year End I Budget Actual Variance FY % Coll. % Budget Projection Variance $ 600,000 $ 804,209 $ 204,209 100% 134% $ 600,000 $ 804,209 $ 204,209 4,583 1,699 (2,884) 92% 34% a) 5,000 5,000 - 1,509,270 1,476,202 (33,068) 92% 90% b) 1,646,476 1,833,378 186,902 30,618 25,051 (5,567) 92% 75% c) 33,401 33,401 - 160,901 132,132 (28,769) 92% 75% d) 175,528 175,528 - 240,075 255,446 15,371 92% 98% 261,900 261,900 - 504,167 363,530 (140,637) 92% 66% e) 550,000 435,000 (115,000) 20,095 1,500 (18,595) 92% 7% f) 21,922 7,100 (14,822) 13,863 11,155 (2,708) 92% 74% c) 15,123 15,123 - 10,083 5,000 (5,083) 92% 45% c) 11,000 11,000 - - 3,772 3,772 92% n/a - 3,772 3,772 52,983 89,118 36,135 92% 154% 57,800 94,000 36,200 177,421 216,449 39,028 92% 112% 193,550 236,120 42,570 36,667 37,144 477 92% 93% 40,000 40,252 252 84,333 80,385 (3,948) 92% 87% 92,000 87,693 (4,307) 27,500 37,235 9,735 92% 124% 30,000 40,000 10,000 10,863 11,638 775 92% 98% 11,850 11,850 - 75,398 55,919 (19,479) 92% 68% g) 82,252 80,795 (1,457) 11,000 11,000 - 92% 92% 12,000 12,000 - 32,112 42,628 10,516 92% n/a i) 35,031 53,882 18,851 3,001,932 2,857,003 (144,929) 92% 87% 3,274,833 3,437,794 162,961 92 - (92) 92% 0% 100 - (100) 2,340,695 2,339,695 (1,000) 92% 92% 2,553,485 2,553,485 - 5,942,719 6,000,907 58,280 92% 93% 6,428,418 6,795,488 367,070 Exp. 3,914,948 3,705,633 209,315 92% 87% h) 4,270,852 4,160,900 109,952 1,402,937 1,169,217 233,720 92% 76% 1,530,477 1,530,477 - 50,417 - 50,417 92% 0% 55,000 50,000 5,000 137,500 112,500 25,000 92% 75% 150,000 150,000 - 386,915 - 386,915 92% n/a 422,089 - 422,089 6,428,418 5,891,377 537,041 5,892,717 4,987,350 905,367 92% 78% NET (Resources - Requirements) 50,002 1,013,556 963,646 Beginning Net Working Capital per Approved Budget - 904,111 904,111 707,000 a) Medicare payments delayed due to problems with processing. Problem expected to be resolved before year end. b) Year End Projection includes amendments 1 through 9 and Homeland Security Grant ($188,436). c) Payments received quarterly within 30 days of end of quarter. d) YTD Actual includes monthly payments for the Family Planning program staff (L. Thistle & K. Fost) and a quarterly payment for the Material Child Health (MAC match funds). Payments received one month after billing period. e) YTD Actual includes 10 months of cash payments. Year End Projection based on fewer qualifying clients due to citizenship eligibility requirements. f) Central Oregon Community Investment Board program grant to be received before June 30, actual expenditures only. g) Service contract with Deschutes County Juvenile Department, $80,795, received quarterly. h) Expenditures will be less than budgeted due to open positions. MENTAL HEALTH Statement of Financial Operating Data Eleven Months Ended May 31, 2008 Year to Date Revised Year End RESOURCES: Budget Actual Variance FY % c oll. % Budget Projection Variance Beg. Net Working Capital $ 2,900,000 $ 2,876,903 $ (23,097) 100% 99% $ 2,900,000 $ 2,876,903 $ (23 097) Revenues , Marriage Licenses 5,042 4,910 (132) 92% 89% 5,500 5,500 - Divorce Filing Fees 146,667 150,664 3,997 92% 94% 160,000 163,000 3,000 Domestic Partnership Fee - 330 330 92% n/a - 330 330 Federal Grants 133,483 96,625 (36,858) 92% 66% a) b) 145,618 137,582 (8,036) State Grants 4,153,440 4,457,954 304,514 92% 98% c) 4,531,025 4,662,823 131,798 State Miscellaneous 342,956 169,561 (173,395) 92% 45% d) 374,134 206,175 (167,959) Title 19 139,700 286,163 146,463 92% 188% 152,400 322,000 169,600 Liquor Revenue 97,167 100,362 3,195 92% 95% 106,000 109,000 3,000 Local Grants 36,667 21,053 (15,614) 92% 53% a) 40,000 21,053 (18,947) School Districts 91,667 41,400 (50,267) 92% 41% e) 100,000 70,000 (30,000) Mental Health Jail Comp 6,600 600 (6,000) 92% 8% f) 7,200 600 (6,600) Contract Payments 21,149 4,769 (16,380) 92% 21% g) 23,072 4,769 (18,303) Miscellaneous 78,021 122,844 44,823 92% 144% 85,114 133,000 47,886 Patient Insurance Fees 199,375 185,827 (13,548) 92% 85% 217,500 247,500 30,000 Patient Fees 21,817 10,074 (11,743) 92% 42% 23,800 14,000 (9,800) Seizure/Forfeiture - 42,674 42,674 92% n/a h) - 42,674 42,674 Interest on Investments 132,220 124,240 (7,980) 92% 86% 144,240 134,000 (10,240) Rentals 15,125 15,550 425 92% 94% 16,500 16,500 - Donation 1,833 7,600 5,767 92% 380% 2,000 7,600 5,600 Interfund Contract 3,667 2,600 (1,067) 92% 65% 4,000 3,120 (880) Administrative Fee 2,247,612 2,247,619 7 92% 92% 2,451,940 2,451,940 - Total Revenues 7,874,208 8,093,419 219,211 92% 94% 8,590,043 8,753,166 163,123 Transfers In-General Fund 1,340,640 1,340,640 (0) 92% 92% 1,462,516 1,462,516 - Transfers In-Other 392,510 408,694 16,184 92% 95% 428,193 460,647 32,454 TOTAL RESOURCES 12,507,358 12,719,655 212,297 92% 95% 13,380,752 13,553,232 172,480 REQUIREMENTS: Exp. Expenditures Personal Services 6,973,641 6,541,752 431,889 92% 86% i) 7,607,608 7,127,699 479,909 Materials and Services 3,817,626 3,256,165 561,461 92% 78% 4,164,683 3,542,096 622,587 Capital Outlay 19,342 20,119 (777) 92% 95% 21,100 21,000 100 Transfers Out 137,500 112,500 25,000 92% 75% 150,000 150,000 - Contingency 1,317,581 - 1,317,581 92% n/a 1,437,361 - 1,437,361 TOTAL REQUIREMENTS 12,265,690 9,930,536 2,335,154 92% 74% 13,380,752 10,840,795 2,539,957 NET (Resources - Requirements) 241,668 2,789,119 2,547,451 - 2,712,437 2,712,437 Beginning Net Working Capital per Approved Budget 2,750,000 a) Negative variance due to an adjustment for revenue accrued June 30, 2007. b) Grant billing paid quarterly, in arrears. c) Projection increased to reflect additional DHS State Grant funding for FY 2008. Requests to appropriate additional revenues are made when confirmations are received from the State. d) State miscellaneous YTD actual variance due to historical 30-60 day delay in receiving payment. e) Services to school districts commence at start of school year and are billed monthly in arrears. f) Estimated budgeted revenue will not be received; services provided to the Jail do not generate additional revenue. g) Support service no longer provided to ABHA. h) Revenues are unpredictable and are not included in budget. i) Expenditures will be less than budgeted due to open positions. COMMUNITY DEVELOPMENT Statement of Financial Operating Data Eleven Months Ended May 31, 2008 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 71,660 9,290 (62,370) 92% 12% a) 78,175 10,000 (68,175) Admin-GIS 7,333 2,554 (4,779) 92% 32% b) 8,000 2,900 (5,100) Admin-Code Enforcement 390,913 227,666 (163,247) 92% 53% c) 426,450 250,000 (176,450) Building Safety 2,262,288 1,257,834 (1,004,454) 92% 51% c) 2,467,950 1,400,000 (1,067,950) Electrical 553,575 347,124 (206,451) 92% 57% c) 603,900 380,000 (223,900) Contract Services 717,292 496,601 (220,691) 92% 63% c) 782,500 550,000 (232,500) Env Health-On Site Prog 877,663 407,249 (470,414) 92% 43% c) 957,450 450,000 (507,450) Env Health-Lic Facilities 500,913 600,528 99,615 92% 110% d) 546,450 615,000 68,550 Env Health - Drinking H2O 47,667 46,445 (1,222) 92% 89% 52,000 52,000 - EPA Grant 142,702 78,207 (64,495) 92% 50% e) 155,675 203,421 47,746 Planning-Current 1,422,163 1,008,714 (413,449) 92% 65% c) 1,551,450 1,100,000 (451,450) Planning-Long Range 654,821 307,094 (347,727) 92% 43% c) 714,350 350,000 (364,350) Total Revenues 7,648,990 4,789,306 (2,859,684) 92% 57% 8,344,350 5,363,321 (2,981,029) Trans In-CDD Reserve 183,333 200,000 16,667 92% 100% j) 200,000 200,000 - Trans In-CDD Bldg/Elec 72,544 79,139 6,595 92% 100% j) 79,139 79,139 - Trans In-General Fund 68,750 56,250 (12,500) 92% 75% 75,000 75,000 - Transin-Other 92 - (92) 0% 0% 100 - (100) TOTAL RESOURCES 8,390,517 5,336,356 (3,133,300) 92% 58% 9,188,033 5,929,121 (3,258,912) REQUIREMENTS: EXPENDITURES S TRANSFERS Admin-Operations Division Admin-GIS Division Admin-Code Enforcement Building Safety Division Electrical Division Contract Services Env Health-On Site Pgm Env Health-Lic Facilities Env Health - Drinking H2O EPA Grant Planning-Current Division Planning-Long Range Div Contingency Exp. 2,397,233 2,324,551 72,682 92% 89% 0 2,615,163 2,550,000 65,163 278,643 266,695 11,948 92% 88% 303,974 292,000 11,974 210,623 207,314 3,309 92% 90% 229,770 227,000 2,770 1,201,613 1,163,751 37,862 92% 89% 0 1,310,851 1,259,000 51,851 396,012 371,228 24,784 92% 86% 432,013 410,000 22,013 584,157 625,458 (41,301) 92% 98% 9) 637,262 705,000 (67,738) 542,837 441,797 101,040 92% 75% 0 592,186 520,000 72,186 457,548 453,678 3,870 92% 91% h) 499,143 505,000 (5,857) 63,630 64,220 (590) 92% 93% 69,415 70,000 (585) 113,347 131,521 (18,174) 92% 106% i) 123,651 145,000 (21,349) 1,231,334 1,177,246 54,088 92% 88% f) 1,343,273 1,295,000 48,273 504,177 408,419 95,758 92% 74% 550,011 455,000 95,011 441,211 - 441,211 92% n/a 481,321 - 481,321 TOTAL REQUIREMENTS 8,422,365 7,635,878 786,487 92% 83% 9,188,033 8,433,000 755,033 NET (Resources- Requirements) (31,848) (2,299,522) (2,346,813) j) - (2,503,879) (2,503,879) Beginning Net Working Capital per Approved Budget 1,877,224 a) Revenue is low in relation to budget due reduced Addressing Fee, Road Access permits, and interest. b) Payments for custom GIS work are received as work is requested. c) Although revenue is seasonal based on development patterns, year end projections are estimated below budget. d) Revenue is received primarily in January and February after license renewal statements are mailed out. e) Payments are received in installments or as billed. Funds to be transferred in from Fund 297. D Year end figures adjusted downward to reflect unfilled vacancies associated with lower permit volume. g) Expenses are high due to unbudgeted payment to the City of Redmond for plan reviews done by City staff. h) Expenses include the hiring of a temporary Sanitarian to catch up on restaurant inspections. i) Additional unanticipated expenses associated with South County groundwater project. j) The net deficit will be covered by additional transfers from the CDD Building/Electrical and CDD reserve funds in FY 2009 ROAD Statement of Financial Operatin g Data Eleven Months Ended May 31, 2008 Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget 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 61,417 13,567 (47,850) 92% 20% 67,000 15,000 (52,000) Mineral Lease Royalties - 105,514 105,514 92% n/a - 105,514 105,514 Forest Receipts 2,812,333 3,063,038 250,705 92% 100% a) 3,068,000 3,063,038 (4,962) State Grant 341,408 374,056 32,648 92% 100% 372,445 374,056 1,611 Motor Vehicle Revenue 7,700,000 7,323,632 (376,368) 92% 87% 8,400,000 7,900,000 (500,000) City of Bend 160,417 237,855 77,438 92% 136% b) 175,000 250,000 75,000 City of Redmond 389,583 313,477 (76,106) 92% 74% b) 425,000 400,000 (25,000) City of Sisters 13,750 43,160 29,410 92% 288% b) 15,000 50,000 35,000 Miscellaneous 45,833 43,077 (2,756) 92% 86% 50,000 43,077 (6,923) Road Vacations 917 1,500 583 92% 150% 1,000 1,500 500 Interest on Investments 137,500 268,086 130,586 92% 179% 150,000 290,085 140,085 Donations 2,200 2,440 240 92% 102% 2,400 2,440 40 Interfund Contract 827,108 139 (826,969) 92% 0% c) 902,300 935,000 32,700 Equipment Repairs 231,275 300,994 69,719 92% 119% d) 252,300 325,994 73,694 Vehicle Repairs 91,667 - (91,667) 92% 0% e) 100,000 100,000 - LID Construction 137,500 - (137,500) 92% 0% 0 150,000 50,000 (100,000) Vegetation Management 84,150 - (84,150) 92% 0% g) 91,800 50,000 (41,800) Inter-fund: Forester 19,250 - (19,250) 92% 0% g) 21,000 21,000 - Car Washes - 3,777 3,777 92% n/a d) - 5,000 5,000 Sale of Eqp & Material 550,000 620,308 70,308 92% 103% 600,000 677,000 77,000 Sale of Public Lands 458 132 (326) 92% 26% 500 132 (368) Total Revenues 13,606,766 12,714,751 (892,015) 92% 86% 14,843,745 14,658,836 (184,909) Trans In-Solid Waste 849,750 463,500 (386,250) 92% 50% h) 927,000 695,250 (231,750) Trans In-Road Imp Res 14,355 - (14,355) 92% 0% i) 15,660 - (15,660) TOTAL RESOURCES 19,773,577 18,784,181 (989,396) 92% 94% 21,089,111 20,960,016 (129,095) REQUIREMENTS: Exp. Expenditures Personal Services 5,180,515 4,988,494 192,021 92% 88% 5,651,471 5,442,676 208,795 Materials and Services 7,909,878 5,764,486 2,145,392 92% 67% j) 8,628,958 8,484,329 144,629 Capital Outlay 3,799,583 68,533 3,731,050 92% 2% k) 4,145,000 70,000 4,075,000 Transfers Out 825,000 - 825,000 92% 0% 900,000 900,000 - Contingency 1,616,709 - 1,616,709 92% n/a 1,763,682 - 1,763,682 TOTAL REQUIREMENTS 19,331,685 10,821,513 8,510,172 92% 51% 21,089,111 14,897,005 6,192,106 NET (Resources - Requirements) 441,892 7,962,668 7,520,776 - 6,063,011 6,063,011 Beginning Net Working Capital per Approved Budget 6,108,195 a) Annual payment received in January. g) Payment to be received in June 2008 from Fund 326. b) Billed upon completion of work. h) Payment to be received quarterly from Solid Waste for c) Payment to be received in June 2008 from Funds 328 & 329. quarters ended 12/31/07, 3/31/08 and 6/30/08. d) Billed to County departments monthly in arrears. i) Payment to be received in June 2008 from Fund 335. e) Payment to be received in June 2008 from Fund 340. j) Seasonal expense includes overlays to occur spring 2008. f) Payment to be received in June 2008 from Fund 430. k) Projection variance reflects funding reserved for Deschutes 1) Traffic permits & Access permits are lower than expected. Junction project. ADULT PAROLE & PROBATION Statement of Financial Operating Data Eleven Months Ended May 31, 2008 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 2,439,939 2,661,782 221,843 92% 100% 2,661,752 2,661,782 30 Alternate Incarceration - 17,134 17,134 92% n/a g) - 17,134 17,134 State Miscellaneous 12,192 16,394 4,202 92% 123% 13,300 16,394 3,094 Probation Work Crew Fees 46,750 32,109 (14,642) 92% 63% j) 51,000 37,000 (14,000) Alcohol and Drug Treatment 458 85 (373) 92% 17% a) 500 200 (300) Polygraph Testing 2,200 1,025 (1,175) 92% 43% i) 2,400 1,025 (1,375) Miscellaneous 8,250 4,333 (3,917) 92% 48% b) 9,000 4,333 (4,667) Electronic Monitoring Fee 82,500 116,300 33,800 92% 129% 90,000 125,000 35,000 Probation Superv. Fees 187,917 228,587 40,670 92% 112% 205,000 249,000 44,000 Cognitive Program 3,942 60 (3,882) 92% 1% c) 4,300 500 (3,800) Day Reporting Fee - 10 10 92% n/a - 10 10 Interest on Investments 26,125 28,442 2,317 92% 100% 28,500 31,000 2,500 Leases - 3,000 3,000 92% n/a d) - 3,000 3,000 Rentals 2,750 280 (2,470) 92% 9% e) 3,000 280 (2,720) Drug Court - Byrne 9,167 23,037 13,870 92% 230% h) 10,000 23,670 13,670 Total Revenues 2,822,190 3,132,576 310,386 92% 102% 3,078,752 3,170,327 91,575 Transfers In-General Fund 311,667 311,667 (0) 92% 92% 340,000 340,000 - Transfers In-Video Lottery 97,167 97,167 (0) 92% 92% 106,000 106,000 - Transfers In-Sheriff 45,833 37,500 (8,333) 92% 75% 50,000 50,000 - Transfers In-Other (GF) 2,750 2,250 (500) 92% 75% 3,000 3,000 - TOTAL RESOURCES 3,479,607 3,893,015 413,408 92% 103% 3,777,752 3,981,183 203,431 REQUIREMENTS: Exp. Expenditures Personal Services 2,645,106 2,364,231 280,875 92% 82% f) 2,885,570 2,587,777 297,793 Materials and Services 669,407 620,054 49,353 92% 85% 730,262 730,262 - Capital Outlay 92 - 92 92% 0% 100 - 100 Contingency 148,335 - 148,335 92% n/a 161,820 - 161,820 TOTAL REQUIREMENTS 3,462,940 2,984,286 478,654 92% 79% 3,777,752 3,318,039 459,713 NET (Resources - Requirements) 16,667 908,730 892,063 - 663,144 663,144 Beginning Net Working Capital per Proposed Budget 547,000 a) Due to procedural changes, fees are no longer imposed for positive urinalysis tests. b) The Department is no longer purchasing and billing Bethlehem Inn for urinalysis test kits. c) The cognitive program has changed from a voluntary to a mandatory program making it more difficult to collect fees. d) Bethlehem Inn occupancy continued into FY 2008. These revenues were not included in the FY 2008 budget. e) Because transitional house was closed for two months, rents were not received. f) Expenditures will be less than budgeted due to open positions. g) Alternative incarceration funds received from the State were not included in the FY 2008 budget. h) Actual amount received for Byrne Grant exceeded the amount included in the FY 2008 budget. i) The Department no longer has an in-house polygrapher. j) Delay in timing of receipts, due likely to current economy. Anticipate receiving payment in full as it is required prior to sending completion notice to the Court. COMM ON CHILDREN & FAMILIES Statement of Financial Operating Data Eleven Months Ended May 31, 2008 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 252,027 182,639 (69,388) 92% 66% a) 274,939 274,939 - Title IV - Family Sup/Pres 38,134 31,308 (6,826) 92% 75% b) 41,601 34,638 (6,963) HealthyStart Medicaid 128,333 87,475 (40,858) 92% 62% c) 140,000 119,133 (20,867) Child Care Block Grant 51,973 29,557 (22,416) 92% 52% b)d) 56,698 38,276 (18,422) Level 7 Services 188,805 135,241 (53,564) 92% 66% b) 205,969 161,594 (44,375) Juvenile Crime Prevention 357,416 304,551 (52,865) 92% 78% e) 389,908 452,792 62,884 State Prevention Funds 126,042 164,069 38,027 92% 119% 0 137,500 210,945 73,445 HealthyStart /R-S-G 303,136 314,732 11,596 92% 95% b) 330,694 314,732 (15,962) OCCF Grant 344,303 483,600 139,297 92% 129% b) 375,603 483,600 107,997 Miscellaneous 3,208 17,125 13,917 92% 489% g) 3,500 20,000 16,500 Court Fines & Fees 22,000 23,179 1,179 92% 97% 24,000 25,000 1,000 Interest on Investments 22,917 37,547 14,630 92% 150% h) 25,000 41,000 16,000 Grants-Private 11,000 5,700 (5,300) 92% 48% i) 12,000 7,500 (4,500) Total Revenues 1,849,294 1,816,723 (32,571) 92% 90% 2,017,412 2,184,149 166,737 Trans from General Fund 320,100 320,100 - 92% 92% 349,200 349,200 - Trans from Other 157,022 128,473 (28,549) 92% 75% 171,297 171,297 - Total Transfers In 477,122 448,573 (28,549) 92% 86% 520,497 520,497 - TOTAL RESOURCES 2,868,627 2,879,096 10,469 92% 93% 3,080,120 3,318,446 238,326 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency TOTAL REQUIREMENTS Exp. 501,161 460,477 40,684 92% 84% j) 546,721 499,957 46,764 1,970,940 1,659,660 311,280 92% 77% k) 2,150,116 2,227,525 (77,409) 92 - 92 92% 0% 100 - 100 351,251 - 351,251 92% n/a 383,183 - 383,183 2,823,444 2,120,137 703,307 92% 69% 3,080,120 2,727,482 352,638 NET (Resources - Requirements) 45,183 758,959 713,776 - 590,964 590,964 Beginning Net Working Capital per Approved Budget 571,035 a) Safe Havens grant reimbursement requested quarterly and Drug Free Communities grant reimbursement requested monthly. b) Grant amounts finalized according to the OCCF budget workgroup and allocation formulas. c) Local Medicaid reimbursements trending downward due to new guidelines. d) Federal funds to be requested later in the fiscal year. e) JCP funding allocations increased. f) Safe & Drug Free Schools grant budgeted at $50,000, actual is $100,000 - additional grant of $23,445 expected. g) Partner reimbursements for office expenses, and project contributions expected to increase. h) Interest income projection increased due to higher cash balance and additional grant funding. i) Youth conference donations decreased to match FY 2007 actual amount. Payments anticipated to be received in full by year end. j) Personnel costs projected lower due to employee's leave without pay and new employee less than budget. k) Projection adjusted for increase in grant revenue that will be paid to service providers during the course of the fiscal year. Temporary office help cost added to materials & services. SOLID WASTE Statement of Financial Operating Data Eleven Months Ended May 31, 2008 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 Leases 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 18,050 18,050 92% 92% 92% 92% 92% 92% 92% 92% 92% 92% 92% 92% n/a a) - 18,050 18,050 94% 35,000 35,000 - 128% 160,000 211,219 51,219 66% b) 2,060,000 1,674,716 (385,284) 64% b) 2,070,000 1,500,000 (570,000) 75% b) 5,375,465 4,800,000 (575,465) 110% c) 56,650 70,000 13,350 48% 30,000 17,000 (13,000) 108% 120,000 138,000 18,000 n/a - 241 241 185% d) 45,000 83,454 38,454 73% 9,952,115 8,547,680 (1,404,435) 83% e) 2,050,000 1,822,829 (227,171) 82% 14,282,471 13,049,417 (1,233,054) 32,083 33,033 950 146,667 205,450 58,783 1,888,333 1,362,638 (525,695) 1,897,500 1,333,693 (563,807) 4,927,510 4,025,380 (902,130) 51,929 62,574 10,645 27,500 14,255 (13,246) 110,000 130,008 20,008 - 241 241 41,250 83,454 42,204 9,122,772 7,268,775 (1,853,997) Trans In-North Area Dev 1,879,167 1,700,000 (179,167) 92% TOTAL RESOURCES 13,282,295 11,647,683 (1,634,612) 92% REQUIREMENTS Expenditures Personal Services Materials and Services Debt Service Capital Outlay Transfers Out Contingency Exp. 1,589,526 1,543,741 45,785 92% 89% f) 1,734,028 1,698,974 35,054 4,578,745 2,792,231 1,786,514 92% 56% g) 4,994,995 4,292,660 702,335 887,291 967,954 (80,663) 92% 100% h) 967,954 967,954 - 164,450 138,489 25,961 92% 77% 179,400 150,000 29,400 5,341,417 3,138,500 2,202,917 92% 54% 1) 5,827,000 4,895,250 931,750 530,836 - 530,836 92% n/a 579,094 - 579,094 TOTAL REQUIREMENTS 13,092,265 8,580,915 4,511,350 92% 60% 14,282,471 12,004,838 2,277,633 NET (Resources - Requirements) 190,030 3,066,768 2,876,738 - 1,044,579 1,044,579 Beginning Net Working Capital per Approved Budget 1,221,164 a) Unanticipated EPA grants passed thru Solid Waste. b) Rate increase was budgeted to occur July 1 st, but was delayed until Oct 1 st; Disposal tonnages have decreased from last year. c) Seasonal material. d) Recycling revenues higher than expected and seasonal. e) $1,700,000 of the transfer will occur in April, with the balance in June 2008 after project completion and accounting is finalized. f) Projection reduced to reflect salary savings on unfilled positions. g) Large dollar expenditures for items, projects, and events are scheduled throughout the year. h) Debt service payments are recorded in November and May. i) Transfer to Road Department reduced to reflect postponed fee increase and will occur in the last three quarters of fiscal year. Remaining transfers are processed twice a year. Risk Management Statement of Financial Operating Data Eleven Months Ended May 31, 2008 Year to Date Revised Year End Budget Actual Variance of % Coll. Budget Projection Variance RESOURCES: Beginning Net Working Capital $2,000,000 $2,122,953 $122,953 100% 106% $2,000,000 $2,122,953 $122,953 Revenues Inter-fund Charges: General Liability 384,022 384,076 54 92% 92% 418,933 418,933 - Property Damage 272,736 272,745 9 92% 92% 297,530 297,530 - Vehicle 163,938 163,955 17 92% 92% 178,841 178,841 - Workers' Compensation 804,923 867,372 62,449 92% 99% 878,098 955,108 77,010 Unemployment 143,161 145,321 2,160 92% 93% 156,176 161,512 5,336 Claims Reimb-Workers' Compensation 45,833 2,496 (43,338) 92% 5% 50,000 50,000 - Claims Reimb-Gen Liab/Property 13,750 24,563 10,813 92% 164% 15,000 24,563 9,563 Process Fee-Events/Parades - 735 735 92% n/a - 735 735 Miscellaneous 2,292 3,975 1,683 92% 159% a) 2,500 3,975 1,475 Skid Car Training 9,167 26,747 17,580 92% 267% 10,000 26,747 16,747 Interest on Investments 77,917 94,308 16,391 92% 111% 85,000 105,000 20,000 TOTAL REVENUES 1,917,738 1,986,293 68,555 92% 95% 2,092,078 2,222,944 130,866 Transfers In-PERS Reserve 92 - (92) 92% 0% 100 - (100) TOTAL RESOURCES 3,917,830 4,109,246 191,416 92% 100% 4,092,178 4,345,897 253,719 Appropriations/Expenditures % Exp. Direct Insurance Costs: GENERAL LIABILITY Settlement / Benefit 56,815 Defense 5,421 Professional Service 4,985 Insurance 159,994 Loss Prevention 1,325 Repair / Replacement 769 Miscellaneous 25 Total General Liability 1,191,667 229,334 1,191,667 92% 18% c) 1,300,000 300,000 1,000,000 PROPERTY DAMAGE Repair / Replacement 22,726 Insurance 149,428 Repair / Replacement 23,751 Total Property Damage 307,083 195,906 307,083 92% 58% d) 335,000 220,000 115,000 VEHICLE Professional Service 523 Repair / Replacement 29,908 Insurance 659 Loss Prevention 17,797 Total Property Damage 146,667 48,887 146,667 92% 31% e) 160,000 60,000 100,000 WORKERS' COMPENSATION Settlement / Benefit 463,182 Defense 209 Insurance 75,707 Loss Prevention 11,371 Miscellaneous 33,460 Workers' Comp Losses 2,190 Total Workers' Compensation 655,417 586,119 655,417 92% 82% 715,000 700,000 15,000 UNEMPLOYMENT - Settlement / Benefits 59,583 74,314 (14,731) 92% 114% 65,000 60,000 5,000 Total Direct Insurance Costs 2,360,417 1,134,559 2,286,103 92% 44% 2,575,000 1,340,000 1,235,000 Insurance Administration: Personal Services 334,663 297,162 37,501 92% 81% b) 365,087 325,087 40,000 Materials & Service 199,450 161,388 38,062 92% 74% 217,582 217,582 - Capital Outlay 92 - 92 92% 0% 100 - 100 Total Insurance Administration 534,205 458,550 75,655 92% 79% 582,769 542,669 40,100 Contingency 856,542 - 856,542 92% n/a 934,409 - 934,409 TOTAL APPROPRIATIONS/EXPENDITURES 3,751,163 1,593,110 3,218,299 92% 39% 4,092,178 1,882,669 2,209,509 NET 166,667 2,516,136 3,409,715 - 2,463,228 2,463,228 Beginning Net Working Capital per Approved Budget 2,500,000 a) Reimbursement for cancellation of Workers Compensation bond. b) Year to date includes payoff of leave balances and final pay ($37,000) in August for Loss Prevention Specialist. Projection based on assumption that position will remain open during remainder of the fiscal year. c), d), e) Liability claims costs, property damage, and vehicle damage are all lower than expected - departments are managing risk well. Health Benefits Trust Statement of Financial Operating Data Eleven Months Ended May 31, 2008 RESOURCES Beg. Net Working Capital Revenues: Internal Premium Charges P/T Emp - Add'I Prem Employee Prem Contribution COIC Retiree / COBRA Co-Pay Prescription Rebates Interest Total Revenues Year to Date Year End Budget Actual Variance FY % COII. % Budget Projection Variance $10,500,000 $10,760,885 $ 260,885 100% 102% $10,500,000 $10,760,885 $ 260,885 10,175,000 11,179,872 1,004,872 92% 139,242 152,249 13,008 92% 316,278 308,417 (7,861) 92% 711,127 842,866 131,739 92% 366,667 496,708 130,041 92% - 36,706 36,706 92% 412,500 497,262 84,762 92% 12,120,813 13,514,080 1,393,267 92% 101% a) 100% 89% 109% 124% n/a 111% 102% 11,100,000 12,194,662 1,094,662 151,900 164,900 13,000 345,030 337,030 (8,000) 775,775 905,775 130,000 400,000 530,000 130,000 - 36,706 36,706 450,000 537,262 87,262 13,222,705 14, 706,335 1,483,630 TOTAL RESOURCES 22,620,813 24,274,965 1,654,153 92% 102% REQUIREMENTS Exp. Expenditures: Personal Services 99,721 94,633 5,087 92% Materials & Services Conferences and Seminars 2,750 245 2,505 92% Claims Paid-Medical/Rx 9,018,285 7,761,933 1,256,352 92% Claims Paid-DentalNision 1,192,280 1,309,481 (117,201) 92% Refunds - (98,472) 98,472 92% n/ Insurance Expense 387,888 314,954 72,933 92% State Assessments 55,000 49,023 5,977 92% Administration Fee 238,700 221,597 17,103 92% PPO Fee 34,810 30,210 4,600 92% Health Impact 36,667 42,963 (6,297) 92% Printing 11,000 2,071 8,930 92% Program Expense/Supplies 10,083 - 10,083 92% Other 18,748 17,913 835 92% Total Materials & Services 11,006,210 9,651,919 1,354,292 92% Capital Outlay - - - 92% Contingency 10,639,790 - 10,639,790 92%. 87% 23,722,705 25,467,220 1,744,515 108,786 104,786 4,000 8% 3,000 245 2,755 79% b) 9,838,129 8,408,760 1,429,369 101% b) 1,300,669 1,418,605 (117,936) - (98,472) 98,472 74% 423,150 353,150 70,000 82% 60,000 60,000 - 85% 260,400 242,400 18,000 80% 37,975 32,975 5,000 107% 40,000 46,000 (6,000) 17% 12,000 7,000 5,000 0% 11,000 1,000 10,000 88% 20,452 20,452 - 80% 12,006,775 10,492,116 1,514,659 0% 100 - 100 0% 11,607,044 - a 11,607,044 TOTAL REQUIREMENTS 21,745,721 9,746,552 11,999,169 92% 41% NET (Resources - Requirements) 875,092 14,528,413 13,653,322 Beginning Net Working Capital per Proposed Budget a) Amount budgeted to be transferred from operating funds for FY 2008. b) Based on annualizing 48 weeks of claims paid. 23,722,705 10,596,902 13,125,803 14, 870, 319 14, 870, 319 14,000,000 DESCHUTES COUNTY 911 Statement of Financial Operating Data Eleven Months Ended May 31, 2008 Year to Date Revised Year End Budget Actual Variance % of FY % Coll. Budget Projection Variance RESOURCES: Beg. Net Working Capital $2,600,000 $2,947,210 $ 347,210 100% 113% $2,600,000 $2,947,210 $ 347,210 Revenues Property Taxes - Current 2,187,404 2,332,937 145,533 92% 98% 2,386,259 2,347,416 (38,843) Property Taxes - Prior 50,417 82,237 31,820 92% 150% 55,000 88,633 33,633 State Reimbursement 20,167 8,277 (11,890) 92% 38% a) 22,000 22,000 - Telephone User Tax 696,337 783,412 87,075 92% 103% 759,640 783,412 23,772 Data Network Reimb. 31,167 29,473 (1,694) 92% 87% 34,000 34,000 - Jefferson County 14,667 31,384 16,717 92% 196% 16,000 31,384 15,384 User Fee 30,250 33,910 3,660 92% 103% 33,000 33,910 910 Contract Payments 64,167 60,316 (3,851) 92% 86% 70,000 70,000 - Miscellaneous 7,333 6,070 (1,263) 92% 76% 8,000 8,000 - Interest 41,250 124,239 82,989 92% 276% 45,000 130,000 85,000 Interest on Unsegregated Tax 1,173 1,635 462 92% 128% 1,280 1,635 355 Total Revenues 3,144,332 3,493,890 349,558 92% 102% 3,430,179 3,550,389 120,210 TOTAL RESOURCES 5,744,332 6,441,100 696,768 92% 107% 6,030,179 6,497,599 467,420 REQUIREMENTS: % Exp. Expenditures Personal Services 3,152,782 2,786,484 366,298 92% 81% b) 3,439,398 3,293,398 146,000 Materials and Services 695,153 706,530 (11,377) 92% 93% 758,349 758,349 - Capital Outlay 42,075 - 42,075 92% 0% 45,900 45,900 - Contingency 1,637,654 - 1,637,654 92% n/a 1,786,532 - 1,786,532 TOTAL REQUIREMENTS 5,527,664 3,493,014 2,034,650 92% 58% 6,030,179 4,097,647 1,932,532 NET (Resources - Requirements) 216,668 2,948,086 2,731,418 - 2,399,952 2,399,952 Beginning Net Working Capital per Approved Budget 2,393,117 a) Office of Emergency Management billed in arrears. Accounts Receivable for Oct-May total $4,952.97. b) Unfilled positions. Za 3 O LL z co ca O U co N 8 0 C .L..Nm _ N U~c) S O C T~ O. (a W L X N O w O L O C .0 O L. CO a 00 C 0 o 1- Xn N O Tw N r J N C O ~:3 7 N y ' J Z N C~ P F- C) O Q CL O a 0 2 n .M 00'O to ld O n:n r IN n!0 ~1A! N N7n'.n~',O O) O:n n O n'r W 'W 00 0.'rl 'CNWD aNOx(00 M i("l~, O t(f Q) ! -'O1n r C C c° : n 0!W'a0 mjr,~ ;M 1O Or:, , O M N D7 (0 (n0 O! 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N, :W 'm 0 M;aD t) OiOf ;1OIW M W, O M WNj O' N;V O n'W r 1O 'r' Of m.(D W' ' W O O~ O ;W i(0 O : -n.1) t) M.r r O O 'W. ,O O, CD, i O W O V 0): rl : :W.O r: IW :M N ~ V) 'M O' N T N 7: M' O! j 0)~ d N C.7 d,M N N N d 7!m m o'd v OL d Z K a tea: V. , (o' o C' Na) C is! O Vl w N W M C I O O lL LL 0) ' d. 4>, N. N ajL W ICI C: N ~ T O, W Y: O' °1 Q -01 U d;OLL SIN c10 0 '0014 n:Ul~l° C atl a"iaLL'~.a~'. :oUlrn E c 0!0 ate, a>) c' ' o m LL, -1 ' c! eti W; y N O a A d. ~ > C Z > IL ZI C cOil~ LLXI O!LL! Ti! ~~_l CC CL 0) X, c IW . C'X I= 1 O OIO: y C C.. dNI(/) N. !ta Oj (M. N E,7 mr Ni C'O (D 07i> N (EOIO 9 ON N N n:A ` N Ni N', Y: Z O'N XZ N BIZ V C NO yIN O CIN~ a,,iwF (nUxaiU>I ° F as j2I U: o: a~w F-ID ~'c'rn,a 0i0 Q~ LL f OIm ~,O F` Zj iZ:U Deschutes County - Fair and Expo Center YTD-Budget Basis Statement of Financial Operating Data Eleven Months Ended May 31, 2008 Year to Date Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 75,000 $ 10,606 $ (64,394) 100% 14% $ 75,000 $ 10,606 $ (64,394) Receipts: Events 855,000 803,576 (51,424) 92% 87% 920,000 843,576 (76,424) Telephone Fees - Events 42,000 31,123 (10,877) 92% 74% 42,000 31,123 (10,877) Parking Fees 6,000 - (6,000) 92% 0% 6,000 - (6,000) Storage 60,000 60,071 71 92% 100% 60,000 60,071 71 RV Cancellation Fees - 307 307 92% n/a - 307 307 Camping at F & E - 15,993 15,993 92% n/a - 15,993 15,993 RV Park Fees 233,750 104,553 (129,197) 92% 39% 270,000 120,011 (149,989) Horse Stall Rental 30,000 24,202 (5,798) 92% 44% 55,000 52,202 (2,798) Concession % - Food 299,000 304,576 5,576 92% 95% 320,000 320,576 576 Vending Machines 2,000 3,937 1,937 92% 197% 2,000 3,478 1,478 Interfund Contract 47,000 52,000 5,000 92% 111% 47,000 52,000 5,000 Rights (Signage, etc.) 60,000 105,089 45,089 92% 111% 95,000 125,089 30,089 Miscellaneous 4,587 7,704 3,117 92% 154% 5,000 8,117 3,117 Interest 7,337 8,713 1,376 92% 109% 8,000 9,377 1,377 Total Receipts 1,646,674 1,521,844 (124,830) 92% 83% 1,830,000 1,641,920 (188,080) Transfers In 630,265 630,265 - 92% 89% 705,353 705,353 - TOTAL RESOURCES 2,351,939 2,162,715 (189,224) 92% 83% 2,610,353 2,357,879 (252,474) REQUIREMENTS: Exp. Expenditures: Personal Services 817,586 768,621 48,965 92% 86% 891,983 835,621 56,362 Materials and Services 826,991 818,927 8,064 92% 91% 902,542 910,360 (7,818) Debt Service 359,100 359,100 - 92% 100% 359,101 359,100 1 Capital Outlay 45,000 - 45,000 92% 0% 45,000 - 45,000 Transfers Out 250,000 - 250,000 92% 0% 250,000 100,000 150,000 Contingency - - - 92% n/a 161,727 - 161,727 TOTAL REQUIREMENTS 2,298,677 1,946,648 352,029 92% 75% 2,610,353 2,205,081 405,272 NET (Resources - Requirements) 53,262 216,067 162,805 - 152,798 152,798 Beginning Net Working Capital per Proposed Budget 150,000 Accrued Revenue (Accounts Receivable): Current Month Events 61,447 Prior Months 4,424 Total Accounts Receivable 65,871 Deposits Received for Future Events: 2008: June 12,971 July 939 August 395 September 3,150 October 3,860 November 8,981 December 575 2009 and Beyond 45,757 TOTAL 76,628 Deschutes County Fair and Expo Center Statement of Financial Operating Data May 2008 Budget Actual Variance RESOURCES: Beg. Net Working Capital $ - $ - $ _ Receipts: Events 60,000 73,662 13,662 Telephone Fees - Events - 140 140 Parking Fees - _ _ Storage _ _ _ RV / Camping 36,250 20,112 (16,138) Horse Stall Rental 8,000 13,359 5,359 Concession % - Food 37,000 28,414 (8,586) Vending Machines - - _ Interfund Contract - - - Rights (Signage, etc.) 45,000 74,010 29,010 Miscellaneous 417 122 (295) Interest 667 763 96 Total Receipts 187,334 210,582 23,248 Transfer In: General Fund, Room Tax Total Transfers TOTAL RESOURCES 187,334 210,582 23,248 REQUIREMENTS: Expenditures: Personal Services 74,326 66,832 7,494 Materials and Services 75,181 67,989 7,192 Debt Service 120,040 120,040 - Capital Outlay - _ _ Transfers Out Contingency TOTAL REQUIREMENTS 269,547 254,861 14,686 NET (Resources - Requirements) (82,213) (44,279) 37,934 Deschutes County RV Park Revenue and Occupancy Statistics FY 2008 Actual Received: July August September October November December January February March April May Year to Date Actual Projected June Total Actual + Projected RV Park Fees # of Spaces Rented % Occupancy (Revenue / $32 ) $ 39,030 1,220 37.12% 28,034 876 26.66% 8,313 260 8.17% 2,248 70 2.14% 1,186 37 1.17% 32 1 0.03% 480 15 0.46% 1,056 33 1.09% 2,624 82 2.50% 9,636 301 9.47% 11,914 372 11.33% 104,553 3,267 9.17% 15,000 469 14.74% $ 119,553 3,736 9.63% Budget (1) $ 270,000 8,438 21.75% 1) 106 spaces times 366 days = 38,796 annual spaces available. Budget of $270,000 assumes 8,438 spaces rented ($270,000 / $32 = 8,438) Budgeted occupancy rate is 21.75% - budgeted spaces / total annual spaces available (8,438 / 38,796) Number of spaces 106 106 106 Days per month 29 30 31 Maximum Spaces per Month 3,074 3,180 3,286 Rate per day $ 32.00 $ 32.00 $ 32.00 Maximum Revenue 98,368 101,760 105,152 Deschutes County Fair and Expo Center Accounts Receivable May 31, 2008 Current Month School Bus Training 600 4-H DCLA Horse Show 570 Oregon High School Equestrian 31,369 Public Safety Vehicle Training 908 Food & Beverage (estimate) 28,000 Total Current Month 61,447 Prior Months: April, 2008 Teacher Fair 2,909 April, 2006 NW Expo & Trade show 1,515 Total Prior Months 4,424 Total Accrued Revenue as of May 31, 2008 65,871 C Q co O O O C) N N r w N CO Co a U m cc N Q L C~ -C 7 O L 0 O N Z w 4) a) C N O cu > Q a) ~ C O U) .C It I C t~ O CV 0 0 M ~i0 N 000 0;00 Cli: ~;o LL C)0) 'I .-i0 N rJ ;0MON0'O O Mj00;C0 0 toia0 0'00 O 0. 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O O L - U 7 , p CO C7 co O cm UU) a)a aQ U C N ~a U O N i~ Deschutes County Conference/Seminar, Education/Training and Related Travel Expenditures - Fund: General / Department: BOCC FY 2008 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May YTD Total j Ta y Melton C of/Sem & Educ/Trainin - 9 190 225 - - - - 305 185 685 115 60 360 2,124 Travel Meals 25 - 30 - - - - - 130 : - - - - - - - - - 315 ! - - - - 500 Accommodations - 208 93 485 - - 87 - 1,832. 2,705 Airfare _ - - - - - - - ~ - - - - 654 ' - ! - - - - 654 Mileage reimbursement - 237 - 194 - - 467: _ _ 162 _ _ - - - 582 - - - 129 - 135 - 223: - - - 2,129 Ground Transport - - - - 96 249 - 345 Total Baney _ 190 695 - - 287 - 1,287 -347 - 1,581 - 243 - - - 3,244 - 583 - 8,457 Conf/Sem & Educ/Training - - - - - - - - 45 195 - - ; 30 130 800 1,199 - Travel Meals 281 373 96 55 . 12 _ 236 - 9 - - 13 - 1,074 ccommodations - 231 77 - 77 401 77 : 1,028 1,891 Airfare - - - - 479 - - - 630 - 1,109 Mileage reimbursement 85 : 184 - 598 319 194 272 - 396 334 2,383 Ground Transport - 25 - - 49 - - - 74 Total Daly - - - 390: 184 604 817 1,048 283 958 30 612 2,804. 7,730 Dennis Luke - - Conf/Sem & Educ/Training 330 - 40 0 220 - 115 - 360. 1,065 Travel Meals - 25 25 87 25 r- 25. - - 257 - - 25 - 470 Accommodations 400 77 432 77 . 77 1,071: 77 2,211 Airfare - - - - - 785 - - - - - 785 Mileage reimbursement 97 110 382 234 2.15 1 83 . 36 2: 274 212 2,069 Ground Transport _ 176 176 Total Luke - 97 110 1,137 336 774 505 1,250 115 1,778 674 6,776 Other Personnel - - - Conf/Sem & Educ/Training - - _ - _ - - - - " - . - - Travel Meals Accommodations Airfare - - - - - - - Ground Transport Total Other Total - BOCC Department Conf/Sem & Educ/Training 190. 225 - 635 230 235 905 - 259 189 1,520 4,388 Travel Meals 306 428 121 142 167 261 581 38 2,044 Accommodations 208 93 . 1,117 : 154 432 241 478 - 2,980 - 1,105 - 6,807 c are T 479 - 785 - 654 630 2,548 Mileage Reimbursement - - 419 - - 488 849 995 - - 534 - 959 634 129 805: 769 6,581 Ground Transport - - 25 - - - - ' - - - 96 - - 49 - - - 425 - - 595 Total - BOCC Department T - 190: 1, ,183 _ 581 ; - - _3,029 ,500. - 1-,5-0-0---!-- 1 822 -l--,-82-2-- 2,368 ---2-,-3-6- - 2,208 - 387 5,634 - 0061 22 963 FY 2008 Budget - - - - - - - - -20,000 Note: The $20,000 budget for BOCC Conferences, Seminars, Education, Training, Meals, Accommodations, Airfare, Mileage and Ground Transportation is not allocated to these specific line items. It is budgeted as Conferences & Seminars. In FY 2006 and FY 2007, mileage was budgeted ($5,000) separately and therefore not included in this schedule. As nothing was budgeted in FY 2008 for mileage, mileage has been included on this schedule. 6/13/2008