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2009-1283-Minutes for Meeting June 01,2009 Recorded 6/15/2009COUNTY OFFICIAL NANCYUBLANKENSHIP, COUNTY CLERKOS 0J 1409.1183 COMMISSIONERS' JOURNAL 06/15/2009 08:53;20 AM III III IIIIIIIIIIIIIII I 111111 0 -i263 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.ora MINUTES OF WORK SESSION DESCHUTES COUNTY BOARD OF COMMISSIONERS MONDAY, JUNE 19 2009 Present were Commissioners Tammy Baney, Dennis R. Luke and Alan Unger. Also present were Dave Kanner, County Administrator; Susan Ross, Property & Facilities; Erik Kropp, Deputy County Administrator; Jeanine Faria, Finance; seven other citizens; and media representative Hillary Borrud of The Bulletin. Chair Baney opened the meeting at 1: 35 p. m. 1. Finance Update. Jeanine Faria gave a brief overview of the Treasurer's report and monthly financial statement. Interest rates continue to drop. The yield to the County was around 2% for May but has now dropped to below 2%, which is the lowest in many years. The County's yield is down approximately 5%, while the yield for comparables is down about 12%. Total investments are around $131 million. (She referred to the Finance update, a copy of which is attached.) Revenue from taxes are holding steady now, but in the future it is expected this amount will be short due to the number of foreclosures. Revenue from the Clerk's Office is not as low as was expected, probably because of refinancing. In regard to the Solid Waste Department, revenue is down so there will not be as much transferred into reserves. The Health Benefits Trust fund continues to increase. 2. Presentation of Offer on La Pine Industrial Park Property. Representatives of the La Pine Industrial Group, the State of Oregon, Economic Development for Central Oregon (EDCO), and Biogreen Sustainable Energy Company gave a PowerPoint presentation. Minutes of Board of Commissioners' Work Session Monday, June 1, 2009 Page 1 of 4 Pages Lee Smith stated that LIGI, after some negotiations, are in agreement with the present offer. There are a few changes desired by LIGI but nothing drastic. He gave a brief overview of the project, which LIGI strongly endorses. Another company that fits into to the type of work that Biogreen does would be a good complement, utilizing the steam generated. Rob Broberg, President and CEO of Biogreen Sustainable Energy, indicated that the group works in conjunction with landfills, timberland holders and others to utilize biomass materials to generate energy. Larry Jellison of an energy consulting group based in Vancouver, Washington, gave the details of the proposal from Biogreen for a 200,000 PPH wood-fired steam generating plant in La Pine. Ten acres are needed, and employment would be approximately 20 people plus up to 90 people indirectly. The average water use would be about 300 gallons per minute, with around 50 gallons per minutes discharged. They are required to follow EPA (Environmental Protection Agency) and DEQ (Department of Environmental Quality) guidelines and monitoring requirements. The storage building would be about 50,000 square feet, and a boiler building would be about 10,000 square feet, plus a 2,000 water pre-treatment building and an office structure. All of the conveyors and piping are enclosed. Water is the biggest issue; they may be able to use sewage treatment effluent for the cooling tower. Discussions are taking place with the La Pine Water District regarding sources of water. If the Board is supportive, Biogreen and LIGI would like assistance in explaining the project to the La Pine Water District and the La Pine Sewer District. Always a concern is air quality, which will meet or exceed DEQ and EPA requirements. They expect about 200 truck trips per day, or 40 trucks per day for a five-day workweek. Fuel will be stored indoors and noise levels will be minimal. Ted Scholer of LIGI said that there is a way to get trucks to the plant without a lot of truck traffic going through town. The benefits to La Pine would be local jobs, tax revenue and a liaison with Midstate Electric. They would also upgrade the Water District supply system. The project would provide about 100 construction jobs over two years. Minutes of Board of Commissioners' Work Session Monday, June 1, 2009 Page 2 of 4 Pages Biogreen has the fuel contracts lined up, is willing to work with the local entities and can build as soon as it is possible. Commissioner Unger asked what the biggest obstacle is. Mr. Jellison stated that the water supplier, the La Pine Water District, needs to be willing to work with them. Susan Ross stated that she has spoken with the Water District engineer and she feels they are generally supportive. Commissioner Unger stated that the synergy of having a plant like this in La Pine would be a win-win for that area. 3. Executive Session, under ORS 192.660(2)(e), Real Property Negotiations. The Board went into executive session at 2:40 p.m. Executive session ended at 2:50 p.m., at which time the following motion was made. LUKE: Move that the offer from Biogreen offer be accepted, per discussions held in executive session. UNGER: Second. VOTE: LUKE: Yes. UNGER: Yes. BANEY: Chair votes yes. 4. Other Items. The Commissioner indicated that the Home Rule item needs to be moved to the June 24 meeting because one of the Commissioners will not be able to attend the June 10 business meeting. In regard to a Planning Commissioner appointment, Commissioner Baney indicated that she would like to see Ed Criss appointed. Commissioner Unger said that he was the first choice, even though there were good candidates. Commissioner Luke declined comment. An appointment letter needs to be drafted for formal Board approval on June 10, and Mr. Criss should be informed that there is a Planning Commission meeting scheduled for June 11. Being no further items addressed, the meeting adjourned at 3:10 p.m. Minutes of Board of Commissioners' Work Session Monday, June 1, 2009 Page 3 of 4 Pages DATED this 1" Day of 2009 for the Deschutes County Board of Commissioners. Tammy Baney, Chair D nnis R. Luke, Vice Chair ATTEST: Alan Unger, Commissioner Recording Secretary Minutes of Board of Commissioners' Work Session Monday, June 1, 2009 Page 4 of 4 Pages ~ d O C ~ Q ~ ~ ~ ~ 1x o. ~ ~ 1 Q- M u c ~ CIO ` v M L A IZ- 7 1 i a N a L 4 W Q a I J e0 Ln v c ° 3 o~ ~ a Deschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org WORK SESSION AGENDA DESCHUTES COUNTY BOARD OF COMMISSIONERS 1:30 P.M., MONDAY, JUNE 19 2009 1. Finance Update - Jeanine Faria 2. Presentation of Offer on La Pine Industrial Park Property - Biogreen Sustainable Energy Company; Susan Ross, Property & Facilities 3. Executive Session, under ORS 192.660(2)(e), Real Property Negotiations 4. Other Items PLEASE NOTE: At any time during this meeting, an executive session could be called to address issues relating to ORS 192.660(2) (e), real property negotiations; ORS 192.660(2) (h), pending or threatened litigation; or ORS 192.660(2) (b), personnel issues Meeting dates, times and discussion items are subject to change. All meetings are conducted in the Board of Commissioners' meeting rooms at 1300 NW Wall St., Bend, unless otherwise indicated. If you have questions regarding a meeting, please call 388-6572. Deschutes County meeting locations are wheelchair accessible. Deschutes County provides reasonable accommodations for persons with disabilities. For deaf, hearing impaired or speech disabled, dial 7-1-1 to access the state transfer relay service for TTY. Please call (541) 388-6571 regarding alternative formats or for further information. 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L LL m 7 m 'J m LL LL LL LL LL LL LL LL LL J m H, i Memorandum Date: May 14, 2009 To: Board of County Commissioners Dave Kanner, County Administrator From: Marty Wynne, Finance Director RE: Monthly Financial Reports Attached please find April 2009 financial reports for the following funds: General (001), Community Justice - Juvenile (230), Sheriff's (255, 701, 702), Health (259), Mental Health (275), Community Development (295), Road (325), Community Justice - Adult (355), Commission on Children & Families (370-399), Solid Waste (610), 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 GENERAL FUND Statement of Financial Operating Data Ten Months Ended April 30, 2009 Year to Date Revised Year End $ Budget Actual Variance FY % Coll. % Bud et Proiection Variance RESOURCES: Beg. Net Working Capital $ 6,050,000 $ 6,461,433 $ 411,433 100% 107% $ 6,050,000 $ 6,461,433 $ 411,433 Revenues Property Taxes 16,181,583 18,662,295 2,480,712 83% 96% a) 19,417,900 19,455,711 37,811 Gen. Rev. - excl. Taxes 2,189,824 2,345,357 155,533 83% 89% b) 2,627,789 2,700,412 72,623 Assessor 717,742 926,469 208,727 83% 108% c) 861,290 951,832 90,542 County Clerk 1,429,677 1,067,358 (362,319) 83% 62% d) 1,715,612 1,294,819 (420,793) BOPTA 10,915 15,216 4,301 83% 116% c) 13,098 15,216 2,118 District Attorney 297,062 274,601 (22,461) 83% 77% 356,474 372,000 15,526 Finance/Tax 166,122 202,515 36,393 83% 102% c) 199,346 204,000 4,654 Veterans 58,333 69,418 11,085 83% 99% 70,000 70,000 - Property Management 85,067 85,075 8 83% 83% 102,080 102,080 - Grant Projects 1,667 1,660 (7) 83% 83% 2,000 2,000 - Total Revenues 21,137,992 23,649,964 2,511,972 83% 93% 25,365,589 25,168,070 (197,519) TOTAL RESOURCES 27,187,992 30,111,397 2,923,405 83% 96% 31,415,589 31,629,503 213,914 REQUIREMENTS: Exp. Expenditures Assessor 3,045,077 2,782,952 262,125 83% 76% e) 3,654,092 3,429,092 225,000 County Clerk 1,291,108 1,235,506 55,602 83% 80% 1,549,330 1,483,678 65,652 BOPTA 51,519 49,822 1,697 83% 81% 61,823 58,850 2,973 District Attorney 4,012,718 3,779,004 233,714 83% 78% e) 4,815,262 4,555,424 259,838 Finance/Tax 657,533 629,571 27,962 83% 80% 789,040 741,371 47,669 Veterans 197,471 192,919 4,552 83% 81% 236,965 236,965 - Property Management 212,026 207,305 4,721 83% 81% 254,431 254,431 - Grant Projects 88,987 87,299 1,688 83% 82% 106,784 106,784 - Non-Departmental 964,352 741,245 223,107 83% 64% f) 1,157,222 1,338,332 (181,110) Contingency 4,491,322 - 4,491,322 83% n/a g) 5,389,586 - 5,389,586 15,012,113 9,705,623 5,306,490 83% 54% 18,014,535 12,204,927 5,809,608 Transfers Out 11,015,073 10,879,543 135,530 83% 82% 13,218,088 13,188,636 29,452 TOTAL REQUIREMENTS 26,027,186 20,585,166 5,442,020 83% 66% 31,232,623 25,393,563 5,839,060 NET (Resources - Requirements) 1,160,806 9,526,231 8,365,425 182,966 6,235,940 6,052,974 Beginning NWC per Proposed Budget 6,050,000 a) Current year taxes projected to be 91 % of levy. Prior year taxes estimated to be $360,000 more than estimated for FY 2009 budget. b) Additional PILT receipt from Federal government, liquor revenue exceeds estimate. c) A & T Grant is $134,460 greater than estimated in budget. d) Clerk's Office revenues are projected to be less than budgeted, based on ten months of actual activity. e) Expenditures will be less than appropriated due to open positions. f) Due to estimated shortfall in Room Tax Receipts, additional $307,277 to Countywide LED. Due to estimated shortfall in Justice Court Fines and Fees, payment of $126,167 will not be made to Countywide LED. g) The Contingency in the Original Budget was $5,905,383. The $515,797 net decrease is due to appropriation transfers of (1) $10,615 to Personnel in Assessor ($4,818), Clerk'($5,217) and BOPTA ($580) Departments, (2) $127,466 to Transfers Out for Fund 115, (3) $200,000 to Transfers Out for CDD, (4) $15,328 Transfers In from Fund 170, (5) $10,078 to Capital Outlay in Clerk's Office and (6) $182,966 of appropriation transferred to other funds (details below). The net of $182,966 is due to transfer of appropriation to other funds: $127,466 - Crime Prevention Fund, $20,000 - Fund 145 and $35,500 - Fund 120. COMM JUSTICE-JUVENILE Statement of Financial O perating Data Ten Months Ended April 30, 2009 Year to Date Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $1,090,000 $1,161,149 $ 71,149 100% 107% $1,090,000 $1,161,149 $ 71,149 Revenues Federal Grants 111,729 131,141 19,412 83% 98% a)c) 134,075 155,000 20,925 State Miscellaneous 42,500 23,198 (19,302) 83% 45% 51,000 51,000 - SB #1065-Court Assess. 53,333 48,253 (5,080) 83% 75% 64,000 59,000 (5,000) Discovery Fee 13,333 13,114 (219) 83% 82% 16,000 16,700 700 Food Subsidy 32,500 26,358 (6,142) 83% 68% b) 39,000 35,000 (4,000) Juvenile Crime Prevention 303,476 188,886 (114,590) 83% 52% c) 364,171 374,770 10,599 Inmate/Prisoner Housing 50,000 79,500 29,500 83% 133% 60,000 95,000 35,000 Inmate Commissary Fees 417 650 233 83% 130% 500 800 300 Contract Payments 286,413 209,249 (77,164) 83% 61% d) 343,696 230,000 (113,696) Miscellaneous 250 364 114 83% 121% 300 364 64 MIP Diversion Fees 1,333 700 (633) 83% 44% 1,600 800 (800) Interest on Investments 25,000 30,628 5,628 83% 102% 30,000 36,000 6,000 Leases 10,500 4,442 (6,058) 83% 35% e) 12,600 5,050 (7,550) Grants - Private - 1,171 1,171 83% n/a - 1,171 1,171 Crime Prevention Services - 7,856 7,856 83% n/a - 19,700 19,700 Level 7 75,000 40,000 (35,000) 83% 44% c)f) 90,000 80,000 (10,000) Total Revenues 1,005,784 805,510 (200,274) 83% 67% 1,206,942 1,160,355 (46,587) Transfers In-General Fund 5,006,533 5,006,533 - 83% 83% 6,007,840 6,007,840 - TOTAL RESOURCES 7,102,317 6,973,192 (129,125) 83% 84% 8,304,782 8,329,344 24,562 REQUIREMENTS: Exp. Expenditures Community Justice-Juvenile Personal Services 2,440,428 2,420,748 19,680 83% 83% g) 2,928,514 2,920,000 8,514 Materials and Services 1,369,884 1,205,905 163,979 83% 73% 1,643,861 1,510,000 133,861 Capital Outlay 83 - 83 83% 0% 100 - 100 Juvenile Resource Center Personal Services 2,411,979 2,088,265 323,714 83% 72% g) 2,894,375 2,540,000 354,375 Materials and Services 172,978 168,810 4,168 83% 81% 207,573 200,000 7,573 Capital Outlay 83 - 83 83% 0% 100 - 100 Contingency 525,216 - 525,216 83% n/a 630,259 - 630,259 TOTAL REQUIREMENTS 6,920,651 5,883,728 1,036,923 83% 71% 8,304,782 7,170,000 1,134,782 NET (Resources - Requirements) 181,666 1,089,464 907,798 - 1,159,344 1,159,344 Beginning NWC per Proposed Budget 1,085,000 a) Federal Grant revenue for FY 07-08 requests received in FY 08-09 b) Billing submitted monthly for reimbursement. Payments received to date cover July to March. c) Reimbursements requested quarterly. Juvenile Crime Prevention adjusted for increased amount of award. d) CEOJJC has placed the Administrative Analyst position on its payroll and assumed 100% responsibility for this position as of October 1st. Projection reduced by $34,000 due to the ending of reimbursements from CEOJJC to partially fund this position. DHS payments expected to be lower than budgeted due to a decrease in number of youth in program. e) Lease revenue less than estimated in budget due to Rimrock and Interfaith moving out mid year. f) Budget for Level 7 revenues overestimated by $10,000. g) Personnel Services projection reduced due to unfilled budgeted positions. Sheriff - Fund 255 Statement of Financial Operating Data Ten Months Ended April 30, 2009 Year to Date Year End Budget Actual Variance FY % Coll. % Budget Pro'ection Variance RESOURCES: Beg. Net Working Capital $ - $ 138,600 $ 138,600 100% n/a $ - $ 138,600 $ 138,600 Revenues Law Enf Dist Countywide 16,684,584 14,378,039 (2,306,545) 83% 72% a) 20,021,501 17,284,482 (2,737,019) Law Enf Dist Rural 10,306,517 9,322,599 (983,918) 83% 75% a) 12,367,820 11,017,688 (1,350,132) Interest - 38,848 38,848 83% n/a - 38,848 38,848 Total Revenues 26,991,101 23,739,486 (3,251,615) 83% 73% 32,389,321 28,341,018 (4,048,303) TOTAL RESOURCES 26,991,101 23,878,086 (3,113,015) 83% 74% 32,389,321 28,479,618 (3,909,703) REQUIREMENTS: Exp. EXPENDITURES & TRANSFE RS Sheriffs Division 1,867,755 1,840,804 26,951 83% 82% b) 2,241,306 2,196,306 45,000 Civil 987,274 942,909 44,365 83% 80% c) 1,184,729 1,127,000 57,729 Automotive/Communications 1,089,553 1,078,950 10,603 83% 83% d) 1,307,464 1,251,915 55,549 Investigations/Evidence 1,425,668 1,336,548 89,120 83% 78% e) 1,710,801 1,626,801 84,000 Patrol/Civil/Comm Supp 6,498,288 6,272,767 225,521 83% 80% f) 7,797,946 7,530,557 267,389 Records 554,753 558,495 (3,742) 83% 84%. 665,705 665,605 100 Adult Jail 8,218,756 7,507,461 711,295 83% 76% g) 9,862,507 9,232,390 630,117 Court Security 179,279 166,926 12,353 83% 78% 215,135 215,035 100 Emergency Services 146,187 140,451 5,736 83% 80% 175,424 175,324 100 Special Services Division 1,092,197 1,070,234 21,963 83% 82% 1,310,636 1,286,034 24,602 Regional Work Center 2,215,664 2,110,601 105,063 83% 79% h) 2,658,798 2,658,798 - Training Division 202,317 179,911 22,406 83% 74% 242,780 242,680 100 Non-Departmental 36,438 42,338 (5,900) 83% 97% 43,725 43,725 - Contingency 2,435,304 - 2,435,304 83% n/a 2,922,365 - 2,922,365 Transfers Out 41,667 37,500 4,167 83% 75% 50 000 50 000 - , , TOTAL REQUIREMENTS 26,991,100 23,285,895 3,705,205 83% 72% 32,389,321 28,302,170 4,087,151 NET (Resources - Requirements) 1 592,191 592,190 - 177,448 177,448 Beginning NWC per Proposed Budget - SHERIFF -Expenditure Detail Statement of Financial Operating Data Ten Months Ended April 30, 2009 RESOURCES: Beg. Net Working Capital Total Revenues TOTALRESOURCES REQUIREMENTS: Sheriffs Services Personnel Materials & Services Capital Outlay Total Sheriff's Services Civil / Special Units Personnel Materials & Services Capital Outlay Total Civil Automotive/Communications Personnel Materials & Services Capital Outlay Total Automotive/Communications Investigations/Evidence Personnel Materials & Services Capital Outlay Total Investigations/Evidence Patrol/Civil/Comm Support Personnel Materials & Services Capital Outlay Total Patrol/Civil/Comm Supp Records Personnel Materials & Services Capital Outlay Total Records Adult Jail Personnel Materials & Services Capital Outlay Total Adult Jail Court Security Personnel Materials & Services Capital Outlay Total Transport/Court Security Emergency Services Personnel Materials & Services Capital Outlay Total Emergency Services Special Services Personnel Materials & Services Capital Outlay Total Special Services Regional Work Center Personnel Materials & Services Capital Outlay Total Regional Work Center Training Personnel Materials & Services Capital Outlay Total Training Non-Departmental Materials & Services Transfers Out Contingency Total Non-Departmental Total Requirements NET (Resources - Requirements) Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance $ - $ 138,600 $ 138,600 100% n/a $ * - $ 138,600 $ 138,600 26,991,101 23,739,486 (3,251,615) 83% 73% 32,389,321 28,341,018 (4,048,303) 26,991,101 23,878,086 (3,113,015) 83% 74% 32,389,321 28,479,618 (3,909,703) Exp. 955,105 939,562 15,543 83% 82% 1,146,126 1,126,126 20,000 685,567 673,973 11,594 83% 82% 822,680 822,680 - 227,083 227,269 (186) 83% 83% 272,500 247,500 25,000 1,867,755 1,840,804 26,951 2,241,306 2,196,306 45,000 907,348 876,598 30,750 83% 81% 1,088,818 1,052,000 36,818 70,149 66,311 3,838 83% 79% 84,179 75,000 9,179 9,777 - 9,777 83% 0% 11,732 11,732 987,274 942,909 44,365 1,184,729 1,127,000 57,729 321,208 275,932 45,276 83% 72% 385,449 330,000 55,449 768,263 803,018 (34,755) 83% 87% 921,915 921,915 - 83 - 83 83% 0% 100 - 100 1,089,554 1,078,950 10,604 1,307,464 1,251,915 55,549 1,192,933 1,148,230 44,703 83% 80% 1,431,519 1,401,519 30,000 212,735 165,008 47,727 83% 65% 255,282 201,282 54,000 20,000 23,310 (3,310) 83% 97% 24,000 24,000 - 1,425,668 1,336,548 89,120 1,710,801 1,626,801 84,000 5,763,798 5,431,972 331,826 83% 79% 6,916,557 6,566,557 350,000 451,091 523,580 (72,489) 83% 97% 541,309 646,000 (104,691) 283,400 317,215 (33,815) 83% 93% 340,080 318,000 22,080 6,498,289 6,272,767 225,522 7,797,946 7,530,557 267,389 485,204 486,910 (1,706) 83% 84% 582,246 582,246 - 69,466 71,585 (2,119) 83% 86% 83,359 83,359 - 83 - 83 83% 0% 100 - 100 554,753 558,495 (3,742) 665,705 665,605 100 6,263,657 5,787,992 475,665 83% 77% 7,516,390 7,116,390 400,000 1,137,598 1,059,194 78,404 83% 78% 1,365,117 1,335,000 30,117 817,500 660,275 157,225 83% 67% 981,000 781,000 200,000 8,218,755 7,507,461 711,294 9,862,507 9,232,390 630,117 166,254 161,426 4,828 83% 81% 199,506 199,506 - 12,941 5,500 7,441 83% 35% 15,529 15,529 - 83 - 83 83% 0% 100 - 100 179,278 166,926 12,352 215,135 215,035 100 132,110 132,703 (593) 83% 84% 158,532 158,532 - 13,993 7,748 6,245 83% 46% 16,792 16,792 - 83 - 83 83% 0% 100 - 100 146,186 140,451 5,735 175,424 175,324 100 680,469 652,971 27,498 83% 80% 816,563 816,563 - 144,107 120,720 23,387 83% 70% 172,928 172,928 - 267,621 296,543 (28,922) 83% 92% 321,145 296,543 24,602 1,092,197 1,070,234 21,963 1,310,636 1,286,034 24,602 1,809,600 1,853,741 (44,141) 83% 85% 2,171,520 2,256,520 (85,000) 379,397 233,866 145,531 83% 51% 455,278 370,278 85,000 26,667 22,994 3,673 83% 72% 32,000 32,000 - 2,215,664 2,110,601 105,063 2,658,798 2,658,798 - 161,159 153,312 7,847 83% 79% 193,391 193,391 - 41,074 26,599 14,475 83% 54% 49,289 49,289 - 83 - 83 83% 0% 100 - 100 202,316 179,911 22,405 242,780 242,680 100 36,438 42,338 (5,900) 83% 97% 43,725 43,725 - 41,667 37,500 4,167 83% 75% 50,000 50,000 - 2,435,304 - 2,435,304 83% n/a 2,922,365 - 2,922,365 2,513,409 79,838 2,433,571 3,016,090 93,725 2,922,365 26,991,098 23,285,895 3,705,203 83% 72% 32,389,321 28,302,170 4,087,151 3 592,191 592,188 - 177,448 177,448 Sheriff Notes Statement of Financial Operating Data Ten Months Ended April 30, 2009 a) IGA with Countywide & Rural Law Enforcement Districts, based on actual costs and payment, is adjusted to actual quarterly. Actual expenditures for the first 3 quarters were less than budgeted. Actual expenditures for FY 2009 are projected to be less than budgeted. b) Sheriffs Services Division year-to-date variance is due to timing of Capital Projects and one open position which has been filled. Expenditures for capital software will be less than planned for the year. c) Personnel expenditures in Civil will be less than budget by approximately $58,000 for the year due primarily to unfilled budgeted positions during the year. d) Automotive/Communications year-to-date variance is due to timing of budget and actual purchase of material and services for new car preparation. Personnel expenses for the year will be less than budgeted due to an open position which was filled in the 2nd quarter. e) Expenditures of $54,000 planned for Byrne Grant will not be incurred as the grant was not renewed. In addition, personnel expenditures will be $30,000 below plan due to unfilled open positions. f) Personnel expenditures in Patrol will be less than budget by approximately $350,000 for the year due to unfilled budgeted employee positions. g) Adult Jail year-to-date variance is due to delays in filling open positions. Capital expenditures for the jail control panel system project will be incurred later in the year and will be less than budgeted. The delays in hiring and lower capital expenditures will result in the Adult Jail expenditures at $630,000 less than budgeted. h) Work Center year-to-date variance due to timing of expenditures for inmate Addictions Treatment programs and other expenses related to inmate population. Sheriff 701 Statement of Financial Operating Data Ten Months Ended April 30, 2009 Year to Date ~ Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $2,560,294 $ 2,611,374 $ 51,080 83% n/a $ 2,560,294 $2,611,374 $ 51,080 Revenues Tax Revenues - Current 12,140,493 13,700,221 1,559,728 83% 94% a) 14,568,591 14,262,941 (305,650) Tax Revenues - Prior 224,543 467,452 242,909 83% 173% b) 269,452 524,846 255,394 Federal Grants 16,667 60,508 43,841 83% 303% 20,000 35,354 15,354 State Grant 37,630 52,476 14,846 83% 116% c) 45,156 69,000 23,844 Transp. of State Wards 4,167 - (4,167) 83% 0% 5,000 5,000 - SB 1145 1,613,183 1,815,672 202,489 83% 94% d) 1,935,819 1,815,672 (120,147) Des Cty Court Security 107,500 107,170 (330) 83% 83% 129,000 129,000 - Des Cty Juvenile Contract 20,000 3,262 (16,738) 83% 14% e) 24,000 5,000 (19,000) Transport - 13,168 13,168 83% n/a - 15,000 15,000 Title III Reimbursement - 75,000 75,000 83% n/a f) - 150,000 150,000 DC Fair & Expo Center - 6,375 6,375 83% n/a - 6,375 6,375 Local Gov't Pmts - 2,235 2,235 83% n/a - 2,235 2,235 Inmate Commissary Fees 50,000 62,557 12,557 83% 104% 60,000 65,000 5,000 Work Center Work Crews 125,000 25,635 (99,365) 83% 17% g) 150,000 35,820 (114,180) Concealed Handgun Classes 1,333 8,130 6,797 83% 508% 1,600 9,000 7,400 Soc Sec Incentive-Fed 3,333 8,000 4,667 83% 200% 4,000 8,000 4,000 Miscellaneous 417 2,293 1,876 83% 459% 500 4,026 3,526 Oregon Mentors - 8,614 8,614 83% n/a - 10,000 10,000 Medical Services Reimb 10,000 15,438 5,438 83% 129% 12,000 16,000 4,000 Restitution 875 395 (480) 83% 38% 1,050 1,050 - Sheriff Fees 128,013 151,120 23,107 83% 98% 153,615 153,615 - Interest 37,500 80,771 43,271 83% 179% 45,000 95,000 50,000 Interest on Unsegregated 3,000 6,595 3,595 83% 183% 3,600 10,600 7,000 Rentals 27,352 66,472 39,120 83% 203% h) 32,824 70,118 37,294 Donations - 48 48 83% n/a - 48 48 Total Revenues 14,551,006 16,739,607 2,188,601 83% 96% 17,461,207 17,498,700 37,493 TOTAL RESOURCES 17,111,300 19,350,981 2,239,681 83% 97% 20,021,501 20,110,074 88,573 REQUIREMENTS: Exp. 0/61 EXPENDITURES & TRANSFERS Materials and Services 16,684,585 14,378,039 2,306,546 83% 72% i) 20,021,501 17,284,482 2,737,019 TOTAL REQUIREMENTS 16,684,585 14,378,039 2,306,546 83% 72% 20,021,501 17,284,482 2,737,019 NET (Resources - Requirements) 426,715 4,972,942 4,546,227 - 2,825,592 2,825,592 Beginning NWC per Proposed Budget 2,470,519 a) Projections based on data provided by Tax Office. b) Delinquent prior year taxes exceeded amounts estimated. c) Revised State funding allocation. d) Forecast reflects State Corrections reduction in 4th Qtr 1145 inmate housing payment. e) Expect less revenue for court security from the Juvenile Department. f) Title III revenue was not included in FY2009 budget due to uncertainty of Timber Payments renewal. g) Expect revenue to increase as work crews expand but work crew revenue will be less than budgeted due to economic down turn. h) Rental receipts from 911 not included in FY 2009 budget due to uncertainty of 911 levy passing. i) IGA with DCSO based on actual costs and payment is adjusted to actual each quarter. Actual expenditures for the first 3 quarters were less than budgeted. Sheriff 702 Statement of Financial Operating Data Ten Months Ended April 30, 2009 RESOURCES: Beg. Net Working Capital Revenues Tax Revenues - Current Tax Revenues - Prior Federal Grants US Forest Service State Grant SB #1065 Court Assessment Marine Board License Fee Narcotic Task Force Des Cty General Fund Grnt Des Cty Transient Room Tax Des Cty Other Grant City of Sisters Des Cty Tax/Fin Contract Des Cty CDD Contract Des Cty Solid Waste Cntrt Des Cty Clerk/Election Security & Traffic Reimb Seat Belt Program Miscellaneous Sheriff Fees Court Fines & Fees Impound Fees Restitution - Street Crimes Interest Interest on Unsegregated Grants - Private Sale of Equip & Material Total Revenues TOTAL RESOURCES REQUIREMENTS: EXPENDITURES & TRANSFERS Materials and Services 10,306,517 9,322,599 TOTAL REQUIREMENTS NET (Resources - Requirements) Year to Date Year End Budget Actual Variance FY % Coll. % Budget Projection Variance $1,169,561 $ 1,178,512 $ 8,951 83% n/a 5,914,029 6,701,857 787,828 83% 94% a 107,321 259,761 152,440 83% 202% b 23,750 16,915 (6,835) 83% 59% 60,000 28,500 (31,500) 83% 40% 66,160 73,461 7,301 83% 93% 55,833 48,253 (7,580) 83% 72% 82,453 50,014 (32,439) 83% 51% c) 91,667 27,500 (64,167) 83% 25% d) 179,150 - (179,150) 83% 0% e) 2,029,183 2,029,183 - 83% 83% 105,139 - (105,139) 83% 0% f) 327,713 333,345 5,632 83% 85% 2,292 860 (1,432) 83% 31% 45,304 36,242 (9,062) 83% 67% g) 45,304 54,363 9,059 83% 100% g) • 2,500 2,706 206 83% 90% 21,667 1,316 (20,351) 83% 5% h) 5,000 6,875 1,875 83% 115% 2,083 9,423 7,340 83% 377% 4,167 6,261 2,094 83% 125% 70,833 104,039 33,206 83% 122% 62,500 64,100 1,600 83% 85% - 353 353 83% n/a 25,000 25,804 804 83% 86% 2,000 3,226 1,226 83% 134% - 6,000 6,000 83% n/a 833 5,276 4,443 83% 528% 9,331,881 9,895,633 563,752 83% 88% $ 1,169,561 $1,178,512 $ 8,951 7,096,836 6,961,631 (135,205) 128,785 279,869 151,084 28,500 28,500 - 72,000 72,000 - 79,392 79,392 - 67,000 67,000 - 98,944 137,527 38,583 110,000 27,500 (82,500) 214,980 471,980 257,000 2,435,020 2,178,020 (257,000) 126,167 - (126,167) 393,255 400,014 6,759 2,750 2,750 - 54,365 36,243 (18,122) 54,365 81,547 27,182 3,000 3,000 - 26,000 13,000 (13,000) 6,000 8,000 2,000 2,500 13,655 11,155 5,000 7,000 2,000 85,000 115,000 30,000 75,000 75,000 - - 353 353 30,000 30,000 - 2,400 5,400 3,000 - 6,000 6,000 1,000 6,000 5,000 11,198,259 11,106,381 (91,878) 572,703 83% 90% 12,367,820 12,284,893 (82,927) 10, 501, 442 11,074,145 Exp. 983,918 83% 75% g) 12,367,820 11,017,688 1,350,132 983,918 83% 75% 12,367,820 11,017,688 1,350,132 10,306,517 9,322,599 194,925 1,751,546 1,556,621 Beginning NWC per Proposed Budget - 1,267,205 1,267,205 1,287,473 a) Projections based on data provided by Tax Office. b) Delinquent prior year taxes exceeded amounts estimated. c) Marine Board contract higher than plan due to reimbursement of extra marine patrol. Reimbursements are received in Feb and June. d) Additional Byrne Grant revenue will not be received this year. e) Payment from Deschutes County (General Fund) will be made in June 2009. f) Court fines and fees collected by Justice Court will be less than expenses resulting in no transfer to Sheriffs Office (M. Wynne). g) Adjustment made in law enforcement service levels between CDD and Solid Waste. IGA with DCSO based on actual costs and payment is adjusted to actual each quarter. Actual expenditures for the first 3 quarters were less than budgeted. h) Fewer events requiring patrol/traffic control services. HEALTH Statement of Financial Operating Data Ten Months Ended April 30, 2009 RESOURCES: Beg. Net Working Capital Revenues Medicare Reimbursement Federal Grants State Grant Child Dev & Rehab Center State Miscellaneous STARS Foundation OMAP Family Planning Exp Proj Grants Sale of Map Photo or Copies 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 Year to Date Budget Actual Variance FY % Coll. $ 707,000 $ 972,436 $ 265,436 100% 138% Revised Year End Budget Projection Variance $ 707,000 $ 972,436 $ 265,436 Transfers In-Reserve Fund Transfers In-General Fund TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 3,333 1,548 (1,785) 83% 39% a) 4,000 4,000 - - 2,300 2,300 83% n/a - 2,300 2,300 1,328,178 1,496,345 168,167 83% 94% b) 1,593,814 1,861,301 267,487 28,948 25,051 (3,897) 83% 72% c) 34,737 34,737 - 221,528 191,725 (29,803) 83% 72% 265,834 265,834 - - 2,650 2,650 83% n/a - 2,650 2,650 225,000 264,602 39,602 83% 98% 270,000 300,000 30,000 395,833 341,149 (54,684) 83% 72% d) 475,000 440,000 (35,000) - 24,952 24,952 83% n/a - 24,952 24,952 - 163 163 83% n/a - 163 163 6,667 4,000 (2,667) 83% 50% e) 8,000 8,000 - - 2,659 2,659 83% n/a - 2,659 2,659 76,208 146,419 70,211 83% 160% f) 91,450 160,000 68,550 185,417 132,405 (53,012) 83% 60% f) 222,500 180,000 (42,500) 33,333 27,980 (5,353) 83% 70% 40,000 38,000 (2,000) 78,333 86,465 8,132 83% 92% 94,000 94,000 - 31,667 22,265 (9,402) 83% 59% 38,000 28,000 (10,000) 7,583 6,695 (888) 83% 74% 9,100 6,695 (2,405) 71,800 72,066 266 83% 84% 86,160 93,432 7,272 22,500 22,500 - 83% 83% 27,000 27,000 - 33,402 19,172 (14,230) 83% 48% 40,082 19,172 (20,910) 2,749,731 2,893,111 143,380 83% 88% 3,299,678 3,592,895 293,217 20,833 25,000 4,167 83% 100% 25,000 25,000 - 2,201,029 2,201,030 1 83% 83% 2,641,235 2,641,235 - 5,678,593 6,091,577 408,817 83% 91% 6,672,913 7,231,566 558,653 Exp. 3,714,309 3,763,247 (48,938) 83% 84% b) 4,457,171 4,553,160 (95,989) 1,172,108 1,130,722 41,386 83% 80% b) 1,406,529 1,516,529 (110,000) 62,500 54,945 7,555 83% 73% 75,000 54,945 20,055 125,000 112,500 12,500 83% 75% 150,000 150,000 - 486,844 - 486,844 83% n/a 584,213 584,213 5,560,761 5,061,414 499,347 83% 76% 117,832 1,030,163 908,164 Beginning NWC per Proposed Budget 6,672,913 6,274,634 398,279 - 956,932 956,932 900,000 a) Corrections required to DCHD Medicare status, application process. Most claims currently on hold. b) Projection includes revisions 1 - 8 to State Grant. Appropriation transfer to be processed in May. c) Payments received quarterly during the October 08 through September 09 contract period. d) Payments are received one month in arrears. e) Anticipate receipt of $4,000 in June, 2009. f) Began billing private insurance for immunizations - budgeted to bill patients direct. MENTAL HEALTH Statement of Financial Operating Data Ten Months Ended April 30, 2009 RESOURCES: Beg. Net Working Capital Revenues Marriage Licenses Divorce Filing Fees Domestic Partnership Fee Federal Grants State Grants State Miscellaneous Title 19 Liquor Revenue School Districts Contract Payments Miscellaneous Patient Insurance Fees Patient Fees Interest on Investments Rentals Donations Interfund Contract Administrative Fee Crime Prevention Services Year to Date Budget Actual Variance FY % Coll. % $ 2,750,000 $ 2,695,308 $ (54,692) 100% 4,583 4,220 (363) 104,167 98,732 (5,435) 1,667 90 (1,577) 201,243 79,531 (121,712) 4,514,274 4,552,032 37,758 149,763 136,894 (12,869) 250,588 159,059 (91,529) 88,333 71,626 (16,707) 83,333 55,200 (28,133) - 10,530 10,530 73,167 95,303 22,136 181,250 124,877 (56,373) 9,583 5,587 (3,996) 60,833 68,328 7,495 13,750 14,125 375 8,333 100 (8,233) 2,600 7,984 5,384 2,414,000 2,379,537 (34,463) 119,903 79,283 (40,620) Revised Year End Budget Projection Variance 98% $ 2,750,000 $ 2,695,308 $ (54,692) 77% 5,500 5,500 - 79% 125,000 125,000 - 5% 2,000 200 (1,800) 33% a)b) 241,492 229,184 (12,308) 84% 5,417,129 5,393,386 (23,743) 76% c) 179,716 179,716 - 53% 300,705 300,705 - 68% 106,000 106,000 - 55% d) 100,000 70,000 (30,000) n/a - 14,040 14,040 109% 87,800 95,303 7,503 57% 217,500 160,000 (57,500) 49% 11,500 8,500 (3,000) 94% 73,000 88,000 15,000 86% 16,500 16,500 - 1% 10,000 3,500 (6,500) 256% 3,120 8,764 5,644 82% 2,896,800 2,876,800 (20,000) 55% b) 143,884 137,100 (6,784) 83% 83% 83% 83% 83% 83% 83% 83% 83% 83% 83% 83% 83% 83% 83% 83% 83% 83% 83% Total Revenues 8,281,370 7,943,038 (338,332) 83% Transfers In-General Fund 1,292,416 1,292,416 - 83% Transfers In-Other 378,188 422,354 44,166 83% TOTAL RESOURCES 12,701,974 12,353,116 (348,858) 83% REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency 80% 9,937,646 9,818,198 (119,448) 83% 1,550,899 1,550,899 - 93% 453,825 506,825 53,000 84% 14,692,370 14,571,230 (121,140) Exp. 6,938,922 6,556,003 382,919 83% 79% e) 8,326,706 7,810,000 516,706 3,728,983 3,134,418 594,565 83% 70% 4,474,780 3,894,000 580,780 83 - 83 83% 0% 100 - 100 125,000 112,500 12,500 83% 75% 150,000 150,000 - 1,450,653 - 1,450,653 83% n/a 1,740,784 - 1,740,784 TOTAL REQUIREMENTS 12,243,641 9,802,921 2,440,720 83% 67% 14,692,370 11,854,000 2,838,370 NET (Resources - Requirements) 458,333 2,550,195 2,091,862 - 2,717,230 2,717,230 Beginning NWC per Proposed Budget 2,725,000 a) Negative variance due to an adjustment for over-accrual of FY 2008 revenue. b) Grant billing paid quarterly, in arrears. Anticipated receipt of $32,550 in May 2009. c) State miscellaneous YTD actual variance due to historical 30-60 day delay in receiving payment. d) Services to school districts commence at start of school year and are billed monthly in arrears. e) Anticipated salary savings due to unfilled positions and reduce work schedule beginning March 1, 2009. COMMUNITY DEVELOPMENT Statement of Financial Operating Data Ten Months Ended April 30, 2009 RESOURCES: Beg. Net Working Capital Revenues Admin-Operations Admin-GIS Admin-Code Enforcement Building Safety Electrical Contract Services Env Health-On Site Prog Env Health-Lic Facilities Env Health - Drinking H2O Planning-Current Planning-Long Range Year to Date Year End Budget Actual Variance FY % Coll. % Bud et Projection Variance $ (2,777,224) $(2,667,071) $ 110,153 100% 29,375 (13,835) (43,210) 83% 4,167 1,626 (2,541) 83% 257,083 164,705 (92,378) 83% 1,434,750 768,274 (666,476) 83% 379,271 212,320 (166,951) 83% 443,333 183,514 (259,819) 83% 608,083 199,037 (409,046) 83% 570,958 617,417 46,459 83% 64,139 82,194 18,055 83% 1,151,229 746,530 (404,699) 83% 504,829 246,237 (258,592) 83% 96% $ (2,777,224) $ (2,667,071) 110,153 -39% a) 35,250 (17,750) (53,000) 33% b) 5,000 1,900 (3,100) 53% c) 308,500 199,000 (109,500) 45% c) 1,721,700 912,400 (809,300) 47% c) 455,125 253,000 (202,125) 34% d) 532,000 203,800 (328,200) 27% c) 729,700 226,500 (503,200) 90% e) 685,150 639,000 (46,150) 107% f) 76,967 101,650 24,683 54% c) 1,381,475 900,700 (480,775) 41% c) 605,795 383,800 (221,995) Total Revenues 5,447,217 3,208,019 (2,239,198) 83% 49% 6,536,662 3,804,000 (2,732,662) Trans In-CDD Reserve 2,068,426 1,399,756 (668,670) 83% 56% 2,482,111 2,478,181 (3,930) Trans In-CDD Bldg/Elec 1,881,438 1,144,255 (737,183) 83% 51% 2,257,725 2,244,231 (13,494) Trans In-Gen Fund - 166,667 166,667 0% n/a g) 0 200,000 200,000 Trans In-Newberry (297) 68,928 131,666 62,738 0% 159% h) 82,714 281,641 198,927 Trans In-Other 83 850,000 849,917 0% 850000% i) 100 850,000 849,900 TOTAL RESOURCES 6,688,868 4,233,292 (2,455,576) 83% 49% 8,582,088 7,190,982 (1,391,106) REQUIREMENTS: EXPENDITURES & 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 Transfers Out (D/S Fund) 1,759,722 1,648,664 111,058 83% 218,899 191,628 27,271 83% 204,945 179,976 24,969 83% 885,584 840,348 45,236 83% 254,490 242,464 12,026 83% 233,566 227,717 5,849 83% 286,289 245,340 40,949 83% 447,914 421,676 26,238 83% 73,381 67,890 5,491 83% 69,063 59,415 9,648 83% 846,417 811,392 35,025 83% 531,958 415,065 116,893 83% 150,000 Contingency 1,193,679 - 1,193,679 83% TOTAL REQUIREMENTS 7,005,907 5,501,575 1,654,332 83% NET (Resources - Requirements) (317,039) (1,268,283) (801,244) Beginning NWC per Proposed Budget Revenues Expenditures Net from Operations 3,208,019 5,501,575 (2,293,556) Exp. 78% 73% 73% 79% 79% 81% 71% 78% 77% 72% 80% 65% 86% n/a 64% j) 2,111,666 1,940,221 171,445 j) 262,679 239,508 23,171 j) 245,934 217,008 28,926 j) 1,062,701 941,467 121,234 j) 305,388 287,465 17,923 j) 280,279 297,105 (16,826) j) 343,547 310,689 32,858 j) 537,497 502,416 35,081 j) 88,057 82,615 5,442 j) 82,875 85,276 (2,401) J) 1,015,700 925,463 90,237 j) 638,350 614,121 24,229 175,000 150,000 25,000 1,432,415 - 1,432,415 8,582,088 6,593,354 1,988,734 597,628 597,628 413,471 3,804,000 6,593,354 (2,789,354) a) Revenue is low in relation to budget due to 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 as clients are billed, usually lagging 1-2 months behind. Projected below budget (Contract Svcs). e) Revenue is received primarily in December through February after license renewal statements are mailed out. f) Additional state funds are expected in the current fiscal year. g) A transfer from the General Fund for long range planning. h) Funds to be transferred in from Fund 297. Amount includes FY 07-08 transfer. i) Transfer from PERS Reserve (4-15-09). j) Year end figures adjusted downward to reflect anticipated personnel reduction and reduced work week (36 hours). ROAD Statement of Financial Operating Data Ten Months Ended April 30, 2009 Year to Date Revised Year End Budget Actual Variance FY % Coll. % I I Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 6,392,830 $ 6,392,830 $ 0 100% 100% $ 6,392,830 $ 6,392,830 $ 0 Revenues System Development Ch 16,667 3,696 (12,971) 83% 18% 20,000 4,000 (16,000) Mineral Lease Royalties 4,167 112,598 108,431 83% 2252% h) 5,000 120,000 115,000 Forest Receipts 2,298,067 2,759,606 461,539 83% 100% a) 2,757,680 2,759,606 1,926 State Grant 1,407,755 1,689,307 281,552 83% 100% b) 1,689,306 1,689,307 1 State Miscellaneous - 5,758 5,758 83% n/a b) - 344,113 344,113 Motor Vehicle Revenue 6,375,000 6,026,136 (348,864) 83% 79% 7,650,000 7,350,000 (300,000) City of Bend 208,333 206,121 (2,212) 83% 82% c) 250,000 215,000 (35,000) City of Redmond 333,333 11,781 (321,552) 83% 3% c) 400,000 250,000 (150,000) City of Sisters 41,667 - (41,667) 83% 0% c) 50,000 - (50,000) City of La Pine - 11,103 11,103 83% n/a c) - 11,103 11,103 Admin Recovery (SDC) - 380 380 83% n/a - 380 380 Miscellaneous 33,333 31,053 (2,280) 83% 78% 40,000 35,000 (5,000) Road Vacations 833 1,000 167 83% 100% 1,000 1,000 - Interest on Investments 104,167 169,723 65,556 83% 136% 125,000 190,000 65,000 Donations 2,033 2,684 651 83% 110% 2,440 2,684 244 Interfund Contract 725,000 - (725,000) 83% 0% d) 870,000 709,548 (160,452) Equipment Repairs 250,000 196,351 (53,649) 83% 65% e) 300,000 250,000 (50,000) Vehicle Repairs 83,333 - (83,333) 83% 0% d) 100,000 90,000 (10,000) LID Construction 70,833 - (70,833) 83% 0% d) 85,000 26,340 (58,660) Vegetation Management 79,167 - (79,167) 83% 0% d) 95,000 46,090 (48,910) Inter-fund: Forester 18,333 - (18,333) 83% 0% d) 22,000 22,000 - Car Washes 2,917 2,630 (287) 83% 75% e) 3,500 3,000 (500) Sale of Eqp & Material 562,500 624,870 62,370 83% 93% e) 675,000 800,000 125,000 Sale of Public Lands 167 76 (91) 83% 38% 200 200 - Total Revenues 12,617,605 11,854,873 (762,732) 83% 78% 15,141,126 14,919,371 (221,755) Trans In - CDD 21,658 7,800 (13,858) 83% 30% 25,990 7,800 (18,190) Trans In - Solid Waste 717,892 646,103 (71,789) 83% 75% f) 861,470 861,470 Trans In-Road Imp Res 4,868 - (4,868) 83% 0% 5,841 5,841 - TOTAL RESOURCES 19,754,853 18,901,606 (853,247) 83% 88% 22,427,257 22,187,312 (239,945) REQUIREMENTS: Exp. Expenditures Personal Services 4,689,226 4,566,660 122,566 83% 81% 5,627,071 5,506,148 120,923 Materials and Services 9,236,494 4,768,021 4,468,473 83% 43% g) 11,083,793 8,985,120 2,098,673 Capital Outlay 3,041,667 1,407,849 1,633,818 83% 39% g) 3,650,000 2,480,000 1,170,000 Transfers Out 250,000 300,000 (50,000) 83% 100% 300,000 300,000 - Contingency 1,471,994 - 1,471,994 83% n/a 1,766,393 - 1,766,393 TOTAL REQUIREMENTS 18,689,381 11,042,530 7,646,851 83% 49% 22,427,257 17,271,268 5,155,989 NET (Resources - Requirements) 1,065,472 7,859,076 6,793,604 - 4,916,044 4,916,044 Beginning NWC per Proposed Budget 4,871,665 a) Annual payment received in January 2009. b) Senate Bill 994 ODOT pmt 11/01/08 $1,230,565 balance STP due upon billing. c) Billing upon completion of work. d) Payment to be received in June 2009 from various funds. e) Billed to County departments monthly in arrears. f) Payment received quarterly from Solid Waste. g) Seasonal expense includes overlays to occur Spring 2009. h) Additional FY 09 Mineral lease revenue is not known. ADULT PAROLE & PROBATION Statement of Financial Operating Data Ten Months Ended April 30, 2009 Year to Date Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 663,144 $ 700,907 $ 37,763 100% 106% $ 663,144 $ 700,907 $ 37,763 Revenues State Subsidy 27,408 29,227 1,819 83% 89% a) 32,890 29,227 (3,663) State Miscellaneous - 4,301 4,301 83% n/a f) - 8,000 8,000 SB 1145 2,419,954 2,723,508 303,554 83% 94% 2,903,945 2,714,945 (189,000) Probation Work Crew Fees 28,333 42,478 14,145 83% 125% c) 34,000 46,100 12,100 Miscellaneous 4,167 3,042 (1,125) 83% 61% 5,000 3,042 (1,958) Electronic Monitoring Fee 91,667 139,869 48,202 83% 127% b) 110,000 164,575 54,575 Probation Superv. Fees 208,333 210,895 2,562 83% 84% 250,000 231,596 (18,404) Interest on Investments 23,471 24,174 703 83% 86% 28,165 28,165 - Crime Prevention Services - 12,500 12,500 83% n/a - 25,000 25,000 Drug Court - Byrne 41,667 13,070 (28,597) 83% 26% e) 50,000 23,600 (26,400) Total Revenues 2,845,000 3,203,064 358,064 83% 94% 3,414,000 3,274,250 (139,750) Transfers In-General Fund 130,898 130,898 - 83% 83% 157,078 157,078 - Transfers In-Video Lottery 88,333 70,667 (17,666) 83% 67% g) 106,000 70,667 (35,333) Transfers In-Sheriff 41,667 37,500 (4,167) 83% 75% 50,000 50,000 - TOTAL RESOURCES 3,769,042 4,143,036 373,994 83% 94% 4,390,222 4,252,902 (137,320) REQUIREMENTS: Exp. Expenditures Personal Services 2,663,708 2,455,662 208,046 83% 77% 3,196,449 2,949,262 247,187 Materials and Services 576,883 698,785 (121,902) 83% 101% d) 692,259 833,747 (141,488) Capital Outlay 83 - 83 83% 0% 100 - 100 Contingency 417,845 - 417,845 83% n/a 501,414 - 501,414 TOTAL REQUIREMENTS 3,658,519 3,154,447 504,072 83% 72% 4,390,222 3,783,009 607,213 NET (Resources - Requirements) 110,523 988,589 878,066 - 469,893 469,893 Beginning NWC per Proposed Budget 467,892 a) Received two quarters of subsidy with one year's worth of AIP funds. b) Increased use of Electronic Monitoring Devices, in lieu of jail sanctions. Increased court requests for EMD's. c) New Community Service Specialist has increased efficiency of program thus service population being managed closer and has better collection rate. d) Recent reorganization required building modifications for Redmond and Bend offices. e) Byrne grant hasn't released funds. Have requested payment again. f) New revenue from Parole Board to conduct Morrissey Hearings. The total amount should be about $8,000. g) Due to reduction in Lottery Grant payments from State, no additional transfers will be received. COMM ON CHILDREN & FAMILIES Statement of Financial Operating Data Ten Months Ended April 30, 2009 Year to Date Year End Budget Actual Variance FY % C011. % LBudget Projection Variance RESOURCE S. Beg. Net Working Capital $ 571,035 $ 532,187 $ (38,848) 100% 93% $ 571,035 $ 532,187 $ (38,848) Revenues Federal Grants 197,313 177,617 (19,696) 83% 75% a) 236,775 310,560 73,785 Title IV - Family Sup/Pres 31,377 27,178 (4,199) 83% 72% a) 37,652 40,982 3,330 HealthyStart Medicaid 108,333 23,655 (84,678) 83% 18% b) 130,000 95,000 (35,000) Child Care Block Grant 63,051 8,719 (54,332) 83% 12% a) 75,661 61,113 (14,548) Level 7 Services 145,994 155,303 9,309 83% 89% a) 175,193 201,546 26,353 Juvenile Crime Prevention 330,875 283,038 (47,837) 83% 71% a) 397,050 471,171 74,121 State Prevention Funds 114,583 125,624 11,041 83% 91% Dg) 137,500 187,499 49,999 HealthyStart /R-S-G 305,014 350,605 45,591 83% 96% b) 366,017 350,605 (15,412) OCCF Grant 616,079 750,562 134,483 83% 102% j) 739,295 861,508 122,213 Miscellaneous 6,667 7,652 985 83% 96% 8,000 8,000 - Court Fines & Fees 20,000 53,662 33,662 83% 224% c)g) 24,000 75,000 51,000 Interest on Investments 20,833 27,189 6,356 83% 109% d) 25,000 40,000 15,000 Miscellaneous/Crime Prev - 26,755 26,755 83% n/a k) - 80,266 80,266 Grants-Private 8,333 - (8,333) 83% 0% e) 10,000 - (10,000) Total Revenues 1,968,452 2,017,559 49,107 83% 85% 2,362,143 2,783,250 421,107 Trans from General Fund 292,746 292,746 - 83% 83% 351,295 351,295 - Trans from GF-Other 5,743 5,168 (575) 83% 75% 6,891 6,891 - Total Transfers In 298,489 297,914 (575) 83% 83% 358,186 358,186 - TOTAL RESOURCES 2,837,976 2,847,660 9,684 83% 87% 3,291,364 3,673,623 382,259 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) Exp. 473,452 409,855 63,597 83% 72% i) 568,142 478,750 89,392 1,902,843 1,747,232 155,611 83% 77% g)h) 2,283,412 2,570,230 (286,818) 83 - 83 83% 0% 100 100 - 366,425 - 366,425 83% n/a 439,710 - 439,710 2,742,803 2,157,087 585,716 83% 66% 95,173 690,573 595,400 Beginning NWC per Proposed Budget 3,291,364 3,049,080 242,284 - 624,543 624,543 624,543 a) FY 2008 revenues received and reported in FY 2009. Final quarter to be received in FY 2010. b) Medicaid revenue projected to be less than budget. Refund due to OCCF because of statewide reduction. c) Circuit Court fees increased to Mary's Place. d) Interest revenue will exceed budget because monthly cash balance is higher than expected. e) Youth conference cancelled. f) Safe & Drug Free Schools grant amount is $100,000 - budgeted at $50,000. g) $100,999 of additional resources (Safe & Drug Free Schools and Circuit Court fees). h) Increase in discretionary spending of $129,766. Addition of Crime Prevention grants. i) Personnel reduced due to open position, and new hires. j) OCCF grants and M&S increased by $147,000 Community Schools grant. Refund due to OCCF because of statewide reduction. k) Crime prevention fund transfers corrected to actual. SOLID WASTE Statement of Financial Operating Data Ten Months Ended April 30, 2009 Year to Date Year End Bud et Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 1,221,164 $ 1,254,853 $ 33,689 100% 103% $1,221,164 $ 1,254,853 $ 33,689 Revenues State Grant 38,333 - (38,333) 83% 0% a) 46,000 46,000 - Miscellaneous 29,167 26,027 (3,140) 83% 74% 35,000 30,000 (5,000) Refunds/Reimbursements - 15,938 15,938 83% n/a b) - 15,938 15,938 Franchise 3% Fees 166,667 217,719 51,052 83% 109% c) 200,000 224,000 24,000 Commercial Disp. Fees 1,395,597 897,452 (498,145) 83% 54% d) 1,674,716 1,100,000 (574,716) Private Disposal Fees 1,306,428 1,081,685 (224,743) 83% 69% d) 1,567,714 1,321,685 (246,029) Franchise Disposal Fees 4,022,005 3,351,423 (670,582) 83% 69% d) 4,826,406 4,000,000 (826,406) Yard Debris 58,541 48,906 (9,635) 83% 70% 70,249 75,000 4,751 Special Waste 25,000 11,765 (13,235) 83% 39% e) 30,000 20,000 (10,000) Interest 83,333 35,237 (48,096) 83% 35% 100,000 38,000 (62,000) Leases 240 240 83% n/a - 240 240 Sale of Equip & Material 41,667 69,220 27,553 83% 138% f) 50,000 75,000 25,000 Total Revenues 7,166,738 5,755,612 (1,411,126) 83% 67% 8,600,085 6,945,863 (1,654,222) TOTAL RESOURCES 8,387,902 7,010,465 (1,377,437) 83% 71% 9,821,249 8,200,716 (1,620,533) REQUIREMENTS Exp. Expenditures Personal Services 1,512,497 1,485,930 26,567 83% 82% 1,814,996 1,786,088 28,908 Materials and Services 3,673,048 2,980,148 692,900 83% 68% g) 4,407,657 4,095,470 312,187 Debt Service 809,823 408,859 400,964 83% 42% 971,788 971,788 - Capital Outlay 200,604 100,399 100,205 83% 42% h) 240,725 147,789 92,936 Transfers Out 1,551,225 1,146,103 405,122 83% 62% i) 1,861,470 861,470 1,000,000 Contingency 437,178 - 437,178 83% n/a 524,613 - 524,613 TOTAL REQUIREMENTS 8,184,375 6,121,439 2,062,936 83% 62% 9,821,249 7,862,605 1,958,644 NET (Resources - Requirements) 203,527 889,026 685,499 - 338,111 338,111 Beginning NWC per Proposed Budget 558,818 a) Habitat for Humanity Project reimbursement funds - will request at project completion in June, 2009. b) Monies refunded from Cedar Creek landscaping contract. c) Franchise fees are due April 15, 2009. d) Downturn in self-haul disposal and curbside collection has resulted in less revenue in these areas. e) Unpredictable revenue from asbestos and contaminated soil clean-ups. D Unexpected higher revenues on sale of recyclables; somewhat seasonal - will probably see drop in revenue over the winter. g) Some single, large budget items cause this number to fluctuate. h) Only $50,000 paving of access road remains to be done. i) Only the budgeted transfer to the Road Fund will be made. Resources are insufficient to make budgeted transfers to Solid Waste's reserve funds. Risk Management Statement of Financial Operating Data Ten Months Ended April 30, 2009 RESOURCES: Beginning Net Working Capital Revenues Inter-fund Charges: General Liability Property Damage Vehicle Workers' Compensation Unemployment Claims Reimb-Workers' Compensation Claims Reimb-Gen Liab/Property Process Fee-Events/Parades Miscellaneous Skid Car Training Interest on Investments TOTAL REVENUES Transfers In-PERS Reserve TOTAL RESOURCES Appropriations/Expenditures Direct Insurance Costs: GENERAL LIABILITY Settlement / Benefit Defense Miscellaneous Professional Service Insurance Loss Prevention Repair/ Replacement Total General Liability PROPERTY DAMAGE Insurance Professional Service Repair / Replacement Total Property Damage VEHICLE Professional Service Repair / Replacement Insurance Loss Prevention Repair / Replacement Total Vehicle WORKERS' COMPENSATION Settlement / Benefit Professional Service Insurance Loss Prevention Miscellaneous Workers' Comp Losses Total Workers' Compensation UNEMPLOYMENT - Settlement / Benefits Total Direct Insurance Costs Insurance Administration: Personal Services Materials & Service Capital Outlay Total Insurance Administration Year to Date Year End Bud et Actual Variance /o -0"T.,. Coll. Budget Projection Variance $2,500,000 $2,549,708 $49,708 100% 102% $2,500,000 $2,549,708 $49,708 334,925 334,920 (5) 83% 83% 401,910 401,910 - 238,578 238,580 2 83% 83% 286,294 286,294 - 149,448 149,038 (410) 83% 83% 179,338 179,338 - 804,424 840,370 35,946 83% 87% 965,309 965,309 - 126,438 133,760 7,323 83% 88% 151,725 151,725 - 2,500 29,554 27,054 83% 985% 3,000 29,554 26,554 16,667 90,932 74,265 83% 455% 20,000 92,000 72,000 250 805 555 83% 268% 300 900 600 4,167 - (4,167) 83% 0% 5,000 5,000 - 20,833 14,140 (6,693) 83% 57% 25,000 25,000 - 41,667 61,047 19,380 83% 122% 50,000 62,000 12,000 1,739,897 1,893,146 153,249 83% 91% 2,087,876 2,199,030 111,154 83 - (83) 83% 0% 100 - (100) 4,239,980 4,442,854 202,874 83% 97% 4,587,976 4,748,738 160,762 Exp. 1,083,333 279,167 133,333 17,216 4,975 5 7,607 152,389 294 2,192 184,677 1,083,333 83% 14% a) 1,300,000 300,000 150,132 48 95,321 245,501 279,167 83% 73% 942 36,098 471 10,969 6,906 55,386 133,333 83% 35% b) 335,000 315,000 1,000,000 20,000 160,000 70,000 90,000 640,168 6,250 33,809 9,349 33,877 66,001 595,833 789,454 595,833 83% 110% c) 715,000 850,000 (135,000) 54,167 168,352 (114,185) 83% 259% d) 65,000 200,000 (135,000) 2,145,833 1,443,370 1,977,481 83% 56% 2,575,000 1,735,000 840,000 300,964 245,874 55,090 83% 68% 361,157 361,157 - 160,003 119,807 40,196 83% 62% 192,004 192,004 - 83 - 83 83% 0% 100 - 100 461,051 365,681 95,370 83% 66% 553,261 553,161 100 Contingency 1,216,429 - 1,216,429 83% n/a 1,459,715 - 1,459,715 TOTAL APPROPRIATIONS/EXPENDITURES 3,823,313 1,809,051 3,289,280 83% 39% 4,587,976 2,288,161 2,299,815 NET 416,667 2,633,803 3,492,154 - 2,460,577 2,460,577 Beginning NWC per Proposed Budget 2,491,977 a) Savings is based on lower than expected year-to-date expenditures; offset by last year actuals and insurance premium charge. b) Savings is based on lower than expected year-to-date expenditures. c) Year end projection is higher than budget due to settlement/closing of $140,000 claim and a $90,000 settlement. d) Year end projection is higher than budget due to CDD layoffs, increased unemployment claims, and a new law which extends the time period for unemployment. Health Benefits Trust Statement of Financial Operating Data Ten Months Ended April 30, 2009 Year to Date Revised Year End Budget Actual Variance FY % Coli. % Budget Projection Variance RESOURCES Beg. Net Working Capital $14,000,000 $ 14,862,418 $ 862,418 100% 106% $14,000,000 14,862,418 $ 862,418 Revenues: Internal Premium Charges 10,397,750 10,580,526 182,776 83% 85% a) 12,477,300 12,689,559 212,259 PIT Emp - Add'I Prem 109,167 43,476 (65,690) 83% 33% b) 131,000 51,000 (80,000) Employee Prem Contribution 299,888 294,484 (5,404) 83% 82% 359,866 349,866 (10,000) COIC 666,667 983,744 317,077 83% 123% 800,000 1,120,000 320,000 Retiree / COBRA Co-Pay 333,333 508,077 174,743 83% 127% 400,000 600,000 200,000 Medical Services Reimb - 11,986 11,986 83% n/a - 11,986 11,986 Prescription Rebates - 17,440 17,440 83% n/a - 17,440 17,440 Interest 312,500 359,925 47,425 83% 96% 375,000 415,000 40,000 Total Revenues 12,119,305 12,799,658 680,353 83% 88% 14,543,166 15,254,851 711,685 TOTAL RESOURCES 26,119,305 27,662,076 1,542,771 92% 97% 28,543,166 30,117,269 1,574,103 REQUIREMENTS Exp. Expenditures: Personal Services 94,763 90,266 4,496 83% 79% 113,715 110,715 3,000 Materials & Services Conferences and Seminars 2,500 1,410 1,090 83% 47% 3,000 3,000 - Claims Paid-Medical/Rx 9,827,208 8,075,238 1,751,970 83% 68% c) 11,792,650 9,765,404 2,027,246 Claims Paid-Dental/Vision 1,340,931 1,348,418 (7,487) 83% 84% c) 1,609,117 1,630,645 (21,528) Refunds - (35,822) 35,822 83% n/a (35,822) 35,822 Insurance Expense 297,926 305,271 (7,346) 83% 85% 357,511 357,511 - State Assessments 53,333 134,149 (80,815) 83% 210% d) 64,000 134,149 (70,149) Administration Fee 226,752 230,247 (3,495) 83% 85% 272,102 272,102 - PPO Fee 39,231 29,028 10,203 83% 62% 47,077 47,077 - Health Impact 35,667 41,246 (5,580) 83% 96% 42,800 42,800 - Printing 6,667 9,023 (2,356) 83% 113% 8,000 9,023 (1,023) Program Supplies 1,667 700 967 83% 35% 2,000 700 1,300 Other 12,636 31,707 (19,071) 83% 209% 15,163 35,000 (19,837) Total Materials & Services 11,844,517 10,170,614 1,673,902 83% 72% 14,213,420 12,261,588 1,951,832 Capital Outlay - - - 83% 0% 100 - 100 Contingency 11,846,609 - 11,846,609 83% 0% 14,215,931 - 14,215,931 TOTAL REQUIREMENTS 23,785,888 10,260,880 13,525,008 83% 36% 28,543,166 12,372,303 16,170,863 NET (Resources - Requirements) 2,333,417 17,401,196 15,067,779 Beginning Net Working Capital - FY 2010 Proposed Budget 17,744,966 17, 744, 966 18,100,000 a) Projection is the amount budgeted for FY 2009, as amended, for HBT payments in the operating funds. b) Fewer part-time employees opting for plan available to full-time employees. c) Based on annualizing 43 weeks of claims paid; YTD average is $219,155 per week. d) State Assessment is paid in August and January. 5/13/2009 DESCHUTES COUNTY 911 Statement of Financial Operating Data Ten Months Ended April 30, 2009 RESOURCES: Beg. Net Working Capital $2,393,117 $2,636,885 $ 243,768 Revenues Property Taxes - Current 4,980,873 5,666,256 685,383 Property Taxes - Prior 47,208 94,605 47,397 State Reimbursement 18,333 21,188 2,855 Telephone User Tax 670,908 647,294 (23,614) Data Network Reimb. 28,333 25,128 (3,205) Jefferson County 18,321 37,729 19,408 User Fee 27,917 21,601 (6,316) Contract Payments 58,333 60,579 2,246 Miscellaneous 6,875 10,340 3,465 Interest 41,667 98,150 56,483 Interest on Unsegregated Tax 1,083 2,644 1,561 Total Revenues 5,899,851 6,685,514 785,663 TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS Year to Date Revised Year End Budget Actual Variance % of FY % Coll. Budget Projection Variance 100% 110% $2,393,117 $2,636,885 $ 243,768 83% 95% a) 5,977,048 5,899,414 (77,634) 83% 167% b) 56,650 112,022 55,372 83% 96% 22,000 22,000 - 83% 80% 805,089 805,089 - 83% 74% 34,000 33,164 (836) 83% 172% c) 21,985 37,729 15,744 83% 64% 33,500 33,500 - 83% 87% 70,000 70,000 - 83% 125% d) 8,250 10,340 2,090 83% 196% e) 50,000 100,000 50,000 83% 203% 1,300 2,644 1,344 83% 94% 7,079,822 7,125,902 46,080 8,292,968 9,322,399 1,029,431 83% 98% Exp. 3,106,688 2,825,478 281,210 83% 76% 827,709 615,250 212,459 83% 62% 110,000 - 110,000 83% 0% 108,333 - 108,333 83% 0% 3,741,386 - 3,741,386 83% n/a 7,894,116 3,440,728 4,453,388 83% 36% 9,472,939 9,762,787 289,848 3,728,025 3,728,025 - 993,251 993,251 - 132,000 132,000 - 130,000 130,000 - 4,489,663 - 4,489,663 9,472,939 4,983,276 4,489,663 NET (Resources - Requirements) 398,852 5,881,671 5,482,819 - 4,779,511 4,779,511 Beginning NWC per Proposed Budget 5,137,000 a) Projections based on data provided by Tax Office. b) Delinquent prior year taxes exceeded amounts estimated. c) Camp Sherman tax revenue. Revise year end projection to reflect previous 10-month history. d) Refunds from insurance carrier (Special Districts) plus revenue from CAD printouts/tapes purchases higher than anticipated. e) Based on the first 10 months of actual, the interest for FY 2009 will be projected at $100,000. O LL L 01 N 0 m O U O) N 4100 L N M O O O C C M O N t1 L ~ Q rn 7 alma O C 2 ~ m «o LL a lL 00 N w O 1_ N a U o aci 2~ ~ m m t -t O OI 4Ni~F-U O t`UW aQ p O a L.. 2 > O ^ N t0 M 4 0at GI~ cm 0 O'0 to v co 0 0 -M O) M'N Q) O,,co I NI c0 0, t` N ' co O co O ^ I~ tp I~t` O 0 ItA INI co10 0 0' 0 t'D OIO AI NI LO O M 0 olco Q I I I ' O t0 CO OI 0 0 I , M c El ~I N o O O U C tc0 _ ~ MOI~7, vi --I vI 0 0 On'OO I~OOtOl Ito 7MI ICI I IJN I ...w N I~ I`N"I I I j j I O_ I J I~ c; J~ CIf la c0 I,' e > I I II!Il ill I I I j ill iIIIIII I ii ~ ' ' rn o 0 o 0 o I 0 o 0 o 0 o 0 ojo 00 !o o o I o f U.) 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' m t0 I M l 1 to 0 i . 0 cl a r N N , 1 T t p tc1 M I 1 0 co t 0 ~ I I I I I I ~ vl I I _ m' O U i to00M 0~ Nat § M OM co 00co t0 00.O t`M ON M r'! t 0 ' CON M t>0 V ' A O ' 7 0 ~n O O~ O tp Q• i O 0 1 ' N. t O. V= 7 v t0 N M 00 0 ' } 5 co 0 N d N M to N O.O t.. a M M M c0 - v c0 N to c r v. c0 co V N v 0 r ' ~ co MI N V' OO !O I O O IO c0 tM0 O o~ O I ^ c0+1 I, O I I I ' Q I t0 O O I I^ . O I to l OLI N' r to mo Q v ~ ; 1 N ~ a I~ I I ~ I I , I I L ~I I v I I I t_I ~ i I U m ! j Ito II- i t -i M tO ED I IV N (XVI ' I~ ' 01 I t 0 n ti r n 'DIN 01 I M' ' O h I O1 M I ( to O' O O l co co to C, O O I I N Ql I n - - N' l I CI I O U) O Cq I n v t0' tnl t~ I O NI N ED Lc; h 2 I~ 7. .'1 co 0 OItO 041 ItO t!cv^j' ' ' 'j c0 ~ co I O! M t0 I I M ~ j ! M tn. ' ~ I ii M' i I ^ OI ! N 'M I coI O m N. O C6 M I LL I , I r I I J : II I I I I r IM n OI om' 1 ' t 0 o p CI I 1 j 01 o i I I N ~ ~ ~I M n ! cn oo I O ° ' tn co I OI 1CO M ~ I I O ' , l n n I o I ' Ct In tt7' I I I ! IA c0 co N I v N N m Ia co p r.- pl O N I R1 - O O ' Of M 1 1 0 0 co 0 o O I I I A ~ t ' o O ~ ~ ~ 00 I LO CI t 0 N ' ~ I v , I i ~ o I I , I ! 41 E N 000 ' ' O o cn co in m j ' ' O ` N M OD rn'I 'IT ~ ' N t00 i O M O O I ' I MI N O 001 i i I ' ' t00 _ A 0 p 0 M M M N IO ~ I O M O M n cOD O Z 1 t I r vl I v L 01 p n O J N -1 IV' M I 0 MI 40 co M ~ to to N I NI h' O O I C I QI I O O I ~ O P Of ! tn N O c0 ' QI ' I t0 ' M OI ! O ' MI O O M M 0 to O IO ( OND l0 t`OO I NI a -01 I co I 0 n o .t0 t0 m 1 ( 1 1 I CI N { 41 L P c0 c0 LO ' N M M 1 I ' O O Col 10 N M O 0 t0 N M ' dp N N O I tD Of ' 0 N co 1 O O O c0) aD to O O O ' tp tp cp Ol m m ( 01 N M tD cD n M j 1 e+ 0 / =1 tp t0 O N N 40 N N (n I I I ( I I I I I I I I m co o N ' ' C, V O ,;t 0 i , t 1 ' 0 I t i m i 1 , M 11 O Q N I ~ ! M I r i v ( co ~ I t 1 c0 .Nn.. I N V ' CY) O T N ' N cc rn O ~ V' O to END 0 pI` V 0 O ' CO ' M R I 0 to c 7 . O O - 1 KI WI O M j M ~ I I O ~ 1 1 p I > W I m m C C EI m N m ) 1 roI 6 UI o C'4 I o to L n+ ~ r to O y a to E1 W o x i i ' ^I p li cpl . i C C N 7 m 'C 7 c m c L to C C w N y O' W) l 3 O C ~ a a t L 41 `J O E) m K c > dI m LL 41 c U fA I N m L! a O U C U a. 7 N NO v m 0 X I W I O U D a cc m 0 m 7 O C t' 6 O LL L U' Z 4) m c 1 Q a C O U- LL X m a1 V 41 C O U C LL i C U. w M V X a W c c 01 aS o d) a co C - a Cn y l7M c I N m o 0 6 ' C to 41 C. O 0 c C c o m m O LL M c 1 _ N r?. O c1 1L m F- E E o m = -LY m d N Z 41 E' r C . a > W c 4) F F cq m U O 2 m dI O U v (D > t 2? 5 N 2 F d IV R m 2 m U 3 1 = I V - o L O ) N m m I m C7 O c1 N C Q > E) Q' 0 m F C ~ LLI O ~ I I O ~I I O 11 m _ ~ > d 4 ` F-I Z I Z 0 0 Deschutes County - Fair and Expo Center YTD-Budget Basis Statement of Financial Operating Data Ten Months Ended April 30, 2009 RESOURCES: Beg. Net Working Capital Receipts: Security & Traffic Reimb Miscellaneous Vending Machines Telephone Fees - Events Special Events Revenues Interest Parking Fees Storage Camping at F & E Horse Stall Rental Concession % - Food Rights (Signage, etc.) Interfund Contract Video Lottery Total Receipts Transfers In TOTAL RESOURCES REQUIREMENTS: Expenditures: Personal Services Materials and Services Debt Service Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) Year to Date Year End Budget Actual Variance FY % Coll. % Bud et Projection Variance $ 150,000 $ 142,470 $ (7,530) 100% 95% $ 150,000 $ 142,470 $ (7,530) 27,500 4,096 (23,404) 83% 12% 35,000 4,096 (30,904) - 10,376 10,376 83% 259% 4,000 14,376 10,376 4,500 298 (4,202) 83% 5% 6,000 1,798 (4,202) 5,000 700 (4,300) 83% 14% 5,000 700 (4,300) 519,000 376,765 (142,235) 83% 62% 610,000 467,765 (142,235) 6,660 2,401 (4,259) 83% 30% 8,000 2,601 (5,399) 4,000 - (4,000) 83% 0% 4,000 - (4,000) 67,000 53,639 (13,362) 83% 80% 67,000 53,639 (13,361) 10,000 4,756 (5,244) 83% 32% 15,000 4,756 (10,244) 12,000 4,011 (7,989) 83% 7% 55,000 47,011 (7,989) 218,000 134,692 (83,308) 83% 48% 280,000 196,692 (83,308) 35,000 64,000 29,000 83% 67% 95,000 115000 20,000 45,000 45,000 - 83% 100% 45,000 45,000 - 10,000 - (10,000) 83% 0% 10,000 - (10,000) 963,660 700,733 (262,927) 83% 57% 1,239,000 953,433 (285,567) 550,614 447,765 (102,849) 83% 71% 633,203 530,353 (102,850) 1,664,274 1,290,968 (373,306) 83% 64% 2,022,203 1,626,256 (395,947) Exp. 705,000 675,806 29,194 83% 80% 846,075 809,405 36,670 646,220 497,429 148,791 83% 64% 775,739 618,663 157,076 61,756 73,990 (12,234) 83% 63% 117,104 117,104 - 45,000 - 45,000 83% 0% 45,000 - 45,000 67,000 67,000 - 83% 86% 78,000 67,000 11,000 141,046 - 141,046 83% n/a 160,285 - 160 285 , 1,666,022 1,314,225 351,797 83% 65% 2,022,203 1,612,172 410,031 (1,748) (23,257) (21,509) - 14,084 14,084 Beginning Net Working Capital - FY 2010 Budget Accrued Revenue (Accounts Receivable): Current Month Events 26,689 Prior Months 4,617 Total Accounts Receivable 31,306 75,000 Deposits Received for Future Events: FY 2009: May 34,235 June 3,450 FY 2010 August 2,820 September 1,060 October 4,790 November 4,550 December 725 January 100 February 300 March 250 May 100 June 700 FY 2011 & Beyond 39,260 TOTAL 92,340 Deschutes County Fair and Expo Center Statement of Financial Operating Data April 2009 r Budget Actual Variance RESOURCES: Beg. Net Working Capital $ _ $ _ $ _ Receipts: Security & Traffic Reimb 2,500 - (2,500) Miscellaneous - 461 461 Vending Machines _ _ _ Telephone Fees - Events _ - _ Special Events Revenues 43,000 43,121 121 Interest 666 112 (554) Parking Fees _ _ _ Storage 23,000 27,565 4,565 Camping at F & E 4,000 1,620 (2,380) Horse Stall Rental 4,000 1,046 (2,954) Concession % - Food 35,500 15,750 (19,750) Rights (Signage, etc.) - 17,000 17,000 Interfund Contract 45,000 45,000 - Video Lottery - _ _ Total Receipts 157,666 151,675 (5,991) Transfer In: GF, TRT, Welcome Center Total Transfers TOTAL RESOURCES 157,666 151,675 (5,991) REQUIREMENTS: Expenditures: Personal Services 70,500 74,902 (4,402) Materials and Services 64,622 65,200 (578) Debt Service 6,408 - 6,408 Capital Outlay _ _ - Transfers Out _ _ - Contingency 9,619 - 9,619 TOTAL REQUIREMENTS 151,149 140,102 11,047 NET (Resources - Requirements) 6,517 11,573 5,056 Deschutes County Fair and Expo Center Accounts Receivable April 30, 2009 Current Month OHSET 7,066 U.S.S. Helicopter Managers Workshop 3,551 BMX - property damage 1,071 Food & Beverage Estimate 15,000 Total Current Month 26,689 Prior Months: October, 2008 Hunter Jumpers 1,000 KRDM Dance 1,002 August, 2008 White Stallion Productions 2,000 April, 2006 NW Expo & Trade show 615 Total Prior Months 4,617 Total Accrued Revenue as of April 30, 2009 31,306 RV Park - Fund 601 Statement of Financial Operating Data Ten Months Ended April 30, 2009 RESOURCES: Beg. Net Working Capital Revenues RV Park Fees < 31 Days RV Park Fees > 30 Days Tent Space Rental Washer / Dryer Vending Machines Interest on Investments Cancellation Fees Total Revenues Transfers In-Fund 130 Transfers In-Fund 618 TOTAL RESOURCES REQUIREMENTS: Expenditures Materials & Services Debt Service Transfers Out - Gen Fund Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) Year to Date Year End Budget Actual Variance FY F/67 Coll. % Budget Projection Variance 229,167 49,872 - 6,500 - 560 500 827 250 - - 272 198 229,917 58,229 220,000 220,000 449,917 278,229 $ - 100% n/a $ - $ - $ - (179,295) 83% 18% a) 275,000 100,000 (175,000) 6,500 83% n/a - 6,500 6,500 560 83% n/a - 560 560 327 83% 138% 600 827 227 (250) 83% 0% 300 - (300) 272 83% n/a - 272 272 198 83% n/a - 198 198 (171,688) 83% 21% 275,900 108,357 (167,543) - 83% 119% b) 185,000 285,000 100,000 - 83% 0% c) 11,000 - (11,000) (171,688) 83% 59% 471,900 393,357 (78,543) Exp. 82,358 51,818 30,540 83% 157,769 157,769 - 83% - - - 83% 66,343 - 66,343 83% 306,470 209,587 96,883 83% 143,447 68,642 (74,805) Beginning Net Working Capital - FY 2010 Proposed Budget 52% 98,830 98,830 - 65% 243,459 243,459 - 0% 50,000 - 50,000 n/a 79,611 - 79,611 44% 471,900 342,289 129,611 - 51,068 51,068 50,000 a) Actual is approximately 1,779 space rentals. ( $49,872 + $6,500 + $560) / $32 = 1,779) b) Additional resources provided from Park Acquisition & Development Fund. c) Budgeted transfer based on assumption RV Park operations for FY 2008 would have been profitable. Transfer will not be made. \o \0o 0 0 0 0 0 0 0 0 0 0 U O OOO~~OOCOMIC~~ M O Cfl M M M 0 'I LO N In r a V 6 06 6 6664 f-~ cc U U O 0 ~~OO ~ 0) O a "M 69 MCno0O0.- It OMNr- ~N r- N I C d r LL ~ CU k LL Ile N 't CO T C\l C 00 00 00 't N _ C!7 ct 0) cr Cl) T- O N CO It M Cl) CM'gr O~CoIt CO 19t CO 0 oo d a0i L 1 of CO r= 1 r P~: Cp p (n 0 > LL W) O CO U p -0 = C4 r 2 w, } c 0 0 0 0 0 0 0 0 0 0 0 :3 C CO CC') c ' ...Cn O c NCO~~'~MOOO~MtAO~ (O QjoO m O t0M,;tMr01 11 Cc Co N 0 MN ONO~CAO~ CON O V O CW) CL L ca U 0 (i9 U fl U E ° cn Co 00 c U 0 _ N O U p a p L U CO .r co U 0'O Y N "M O Co O O N r LO M N N M CC NI~M ~Ma0 ~ N O 0 M O. N O NN a) CD CO N CO yg o O C 7 C O~ _ w y9 0 0 N O c a M 7 v cm O c c > U N LL O C 0 C~o *k LL O N Q LL U 0ITmw 0 NOCOZtco~t00 O o O (1) 9) MCO -gT00MC70LO NC") 00M co UNO O O M N qt O Co CO md O M m O Y Cs~0006cl ~NCn1CAl MN - N II NNCO a CM e- 0) m ~M > CC Lo CU , - O_' E!3 Cu CA O ~ to U) Lo M O U R E c Q :3 E (j) :03L > • Q M O U CO O ' ~ w m O O U > o 'a m cu O .0 2. E (D 0 N C'4 0) 0 ' p 0 N 7 >1 o) a 0 69 a (6 V :3 0 U O CD c .0 CO L- CO c CO 0 CL O co N Q i< U)0Z0~LL ~Q Deschutes County Bethlehem Inn (Fund 128) Ten Month Ended April 30, 2009 Year to Date Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ (2,600,000) $ (2,619,549) $ (19,549) 100% 101% a) $ (2,600,000) $ (2,619,549) $ (19,549) Revenues Grants - Private - - - 83% 0% 2,700,000 - (2,700,000) Total Revenues - - - 83% 0% 2,700,000 - (2,700,000) TOTAL RESOURCES (2,600,000) (2,619,549) (19,549) 83% -2620% 100,000 (2,619,549) (2,719,549) REQUIREMENTS: Exp. Expenditures Debt Service (Negative Int Rev) - 61,033 (61 033) 83% 61% b) 100,000 70,033 29,967 TOTAL REQUIREMENTS - 61,033 (61,033) 83% 61% 100,000 70,033 29,967 NET (Resources - Requirements) (2,600,000) (2,680,582) (80,582) * - (2 689 582) (2 689 582) , , , , Beginning Net Working Capital - FY 2010 Proposed Budget (2,666,469) a) The beginning working capital is $19,549 less than estimated for the FY 2009 budget. . b) April interest expense was $4,417; average monthly interest is $6,103. Projection is year to date plus $4,500 per month for May and June. Deschutes County General Support Services - BOCC Conference/Seminar, Education/Training and Related Travel Expenditures FY 2009 I ! I I ~ I I ~ j Tammy Baney Jul Au Se Oct Nov Dec Jan Feb Mar Apr YTD Total Conf/Sem & Educ/Training j - Travel Meals ! - Accommodations I - Airfare - j Mileage reimbursement - Ground Transport - - - - j 74 j 2,300 j 314 - - - 238 - - - 278 91 j - - - - I 117 - 40 363 - 453 24 40 - - - '1104 530 I - - - ! 87 30 - - - - 30 278 1,503 520 471 122 3,244 318 ; 2,103 520 1,583 237 Total Baney 74 2,391 I 830 117 j 880 144 617 30 1 2,923 1 8,006 Mike Daly ! ! ! j Conf/Sem & Educ/Training - Travel Meals - - 396 26 j 360 - 12 - - - 29 - j - - i - - - I - - 386 437 Accommodations - j Airfare - - 540 141 680 Mileage reimbursement - Ground Transport 82 - 44 j 242 420 331 18 - -E EH L 1,092 59 ~ Total Daly - 522 1 26 1,154 561 j 374 j 18 - j - - - 2,654 Dennis Luke Conf/Sem & Educ/Training Travel Meals ; - Accommodations j - j Airfare - 26 219 - - j - ! - - 429 ( - - ! - - 25 98 - - 66 15 - j 260 25 98 - j 70 i 25 98 - 30 25 77 - I - - - - . 605 166 815 - Mileage reimbursement - Ground Transport 85 137 246 ! - 239 _ 228 248 i 279 320 98 1 1,879 Total Luke j - 85 163 895 362 308 631 .472 1 452 98 3,466 Alan Unger j Conf/Sem & Educ/Training Travel Meals 70 j 70 10 i 150 Accommodations - - - - - 1 - - - j - j - _ Airfare - - - - - - - - - - 1 - Mileage reimbursement Ground Transport Total Unger - - - - - - - 70 70 10 150 BOCC Staff 1 Conf/Sem & Educ/Training Travel Meals Accommodations Airfare - - - - - - - - - - - Mileage reimbursement - Ground Transport - j - - - 16 - - - 16 Total BOCC Staff - - - - - - 16 - - 16 Total - BOCC Department j j Conf/Sem & Educ/Training - Travel Meals - j - 2,352 396 - 1 893 ; 12 1 - j 25 - 1 134 300 1 25 , 670 1 25 130 25 40 j 278 4,385 921 Accommodations - Airfare - - 1,207 238 j 378 1 98 ! 98 j 77 1 1,503 520 3,599 520 Mileage Reimbursement Ground Transport = 241 1 137 j 44 j 91 766 - 776 1,011 _ 39 386 j _ 365 320 569 122 4,571 296 Total - BOCC Department - 681 ! 2,580 1 2,879 j 1,039 1,563 809 1,158 552 3,031 14,292 FY 2009 Budget 21,250 I Percent Expended j I 67.3% ~ I I i I 5/7/2009 Deschutes County Fair - Fund 619 Revenues and Expenses FAIR 2009 - July 29 to August 1, 2009 Fiscal Year 2010 REVENUES Gate Receipts Carnival Commercial Exhibitors: Outside Inside Food Livestock Entry Fees RN Camping/Horse Stall Rental Concessions: Food Fair Sponsorship: Rodeo On-ground Stages Day Golf Carts Food Court Concert Presenting Sponsors Barn Sponsors Building Sponsors Parade Sponsors Grants T-Shirts State Grant Interest Miscellaneous TOTAL REVENUES EXPENSES Personnel Materials and Services Contingency TOTAL EXPENSES Net Fair - 2009 Transfer to Fund 618 Retained in Annual Fair Fund Beg Net Working Capital Ending Balance Actual - FY 2010 Through April % of Budget 30, 2009 Budget Variance 400,000 - 0% (400,000) 154,000 - 0% (154,000) 70,000 32,125 46% (37,875) 38,000 15,050 40% (22,950) 12,000 8,650 72% (3,350) 4,000 - 0% (4,000) 17,000 15,180 89% (1,820) 146,850 - 0% (146,850) 23,000 700 3% (22,300) 13,000 - 0% (13,000) 8,000 - 0% (8,000) 2,500 - 0% (2,500) 3,000 3,000 100% - 30,000 - 0% (30,000) 12,000 - 0% (12,000) 6,000 3,400 57% (2,600) - - N/A - - 2,500 N/A 2,500 5,000 - 0% (5,000) 3,500 - 0% (3,500) 25,000 - 0% (25,000) 2,000 410 20% (1,590) - - N/A - 974,850 81,015 8% 893,835 182,246 63,086 35% 119,160 624,646 47,090 8% 577,556 25,837 - 0% 25,837 832,729 110,175 13% 722,554 142,121 (29,161) (171,282) 197,421 - 197,421 (55,300) (29,161) 26,139 55,300 75,291 - - 46,130 46,130 DESCHUTES COUNTY - ANNUAL FAIR Budgeted and Actual Materials and Services Fair 2009 - July 29 to August 1, 2009 Actual - LFY 20 10 Through April dget 30, 2009 (Over)/Under Medical 4,000 - 4,000 Contract 14,000 12,536 1,464 Public Information - - - Temporary Help - Office 20,000 - 20,000 Temporary Help - Labor 38,000 - 38,000 Transportation 10,000 - 10,000 Graphic Design - - - Internal Service - Admin Svcs 4,306 1,436 2,870 Internal Service - BOCC 4,304 1,434 2,870 Internal Service - Finance 5,308 1,769 3,539 Internal Service - Legal 8,647 2,884 5,763 Internal Service - Personnel 2,000 668 1,332 Internal Service - IT 20,871 6,957 13,914 Internal Service - IT Reserve 2,308 768 1,540 Food Booth Cash Control 4,500 - 4,500 Gate Receipts Cash Control 16,000 - 16,000 Major Entertainment 145,000 - 145,000 Grounds Entertainment 40,000 - 40,000 Livestock Competition 3,000 - 3,000 Open Class 30,000 - 30,000 Rodeo 65,000 2,244 62,756 Security 67,000 - 67,000 Water & Sewer 2,000 - 2,000 Portable Sanitation 4,500 - 4,500 Garbage 6,000 - 6,000 Custodial/Janitorial 9,000 - 9,000 Grounds Upkeep, Landscape - - - Building Repair & Maintenance 5,000 - 5,000 Equipment R & M 1,200 - 1,200 Maintenance Agreements 500 - 500 Copy Machine Rental 700 - 700 Equipment Rental 52,000 858 51,142 Rentals 500 - 500 Membership & Dues 1,200 270 930 Conferences & Seminars 800 445 355 Software Licenses - - - Program expense 700 - 700 Fees & Permits 700 - 700 Insurance Premiums 39,834 13,277 26,557 Telephone 4,000 - 4,000 Cellular 700 - 700 Promotion 24,000 - 24,000 Printing 6,000 - 6,000 Travel 3,400 947 2,453 Refunds and Adjustments - - - Premiums-Other 20,000 - 20,000 Over/Short 500 - 500 Custodial supplies 12,000 - 12,000 Equipment R & M Supplies 200 - 200 General supplies 2,500 - 2,500 Office/Copier 800 - 800 Postage 2,500 170 2,330 Queen Court 4,000 402 3,598 Program supplies 1,200 - 1,200 Bldg/Grounds R & M Supplies 2,000 25 1,975 Safety supplies 500 - 500 Shop supplies 1,000 - 1,000 Software supplies 500 - 500 Special Supplies 800 - 800 Straw & Hay 2,000 - 2,000 Electricity 18,000 - 18,000 Gas/Oil/Diesel 4,000 - 4,000 Heating Oil/Propane 1,000 - 1,000 Natural Gas 2,500 - 2,500 Meeting Supplies 50 - 50 Signage 300 - 300 Non-Office Furniture & Fixtures - - - TOTAL 743,328 47,090 696,238 0 j co C ~ 3 U_U 0 O 0 N co LL co O O N LL I,- LL CO Cl O N LL O I- O y o O O C O LL O CU N c U_ a) LL CL W W ~ -0 0 Ict CD O LO f0 N ` U :3 a) C: co c c LL Q a ) L M O Q O N LL N O O N LL O O N LL COO O' ,Tr I- O N M CO W CO r r N O M co CO r- O W P M CO M 0 ~ N N M CO N ~ , It r LCD co LO r I - 001-1-0"t 0Ot-01,- O' P 1l 0 w O O CG r O Lo Cfl ~ O d• CO C76 ct O O M O CC CO Lo V N Lo O tD COLO N0It mwNN"glNLO ~ NO N O Cl M er CI! 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W W li ~ H R L ~ C LL Z C K c W "O' J d c O DESCHUTES COUNTY Annual County Fair (Fund 619) Balance Sheet April 30, 2009 Assets Cash $ 46,130 Total Assets $ 46.130 Liabilities Accounts payable $ - Total Liabilities - Fund Balance Fund Balance 46.130 Total Liabilities and Fund Balance $ 46.130 The "Fair Year" is January 1 through December 31.