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2011-6-Minutes for Meeting December 20,2010 Recorded 1/3/2011DESCHUTES COUNTY OFFICIAL RECORDS yJ ~0~~~~ NANCY BLANKENSHIP, COUNTY CLERK Q COMMISSIONERS' JOURNAL 01/03/201108:20:38 AM IIIIIII IIIIIIIIIIII III III 2011-6 Do not remove this page from original document. Deschutes County Clerk Certificate Page Deschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org MINUTES OF WORK SESSION DESCHUTES COUNTY BOARD OF COMMISSIONERS MONDAY, DECEMBER 20, 2010 Present were Commissioners Dennis R. Luke, Tammy Baney and Alan Unger; County Administrator Dave Kanner; Erik Kropp, Deputy County Administrator; Marty Wynne, Finance; media representative Hillary Borrud of The Bulletin, and Roger Lee and Eric Stroebel of Economic Development for Central Oregon. No other citizens were present. Chair Luke opened the meeting at 1:30 p.m. 1. Presentation of Economic Development Loan Fund Application from G. L. Solutions. Roger Lee gave an overview of the request. Commissioner Luke expressed concern that the company is increasing its size so quickly. Mr. Lee stated that they have been working at this for several years. It starts with research and development and culminates with ramping up as customers come on board. Mr. Stroebel said they just got a substantial contract with a customer. One main reason the company is asking for the loan is that they have to invest a lot of money up front, and will then get payment as training on the new product is completed. Commissioner Unger supports the loan, but asked what happens if a company is purchased by another, or if there is a way to determine if a company ends up at risk of relocating in another way. Mr. Lee said that his group has no control over what happens in this regard and there is also a risk of a different business option. There would have to be a large, sophisticated group of investors to be able to step in and keep a company from moving. The best thing that can be done locally is to make it favorable to stay and grow locally. If another company purchases this company, the loan obligation remains. Minutes of Board of Commissioners' Work Session Monday, December 20, 2010 Page 1 of 4 Pages Commissioner Baney asked for information on how the funds would be spent. She would like this shown in more detail in the future. It needs to be for relocation purposes to retain or expand the number of employees or bring a business in. Commissioner Baney asked why there is a requirement to have the majority of clients outside of the area. Mr. Lee said that it is assumed this allows for stability by spreading out the customer base. BANEY: Move approval of a forgivable loan as discussed. UNGER: Second. VOTE: BANEY: Yes. UNGER: Yes. LUKE: Chair votes yes. Commissioner Unger asked what Mr. Lee and Mr. Stroebel thought of the Oregon Leadership Summit - Economic Development Conference in Portland last week. They felt it was a good place to interact and make contacts, but it is thought that the upcoming legislative session will be challenging and it may be hard to get much done. The new Governor said his focus is to get the Oregon economy on track. 2. Discussion of Commute Options Partner Agreement. Erik Kropp gave a brief overview of the item. The program includes education and incentives - mostly through $20 gift certificates. There is a $300 cap to the County's cost. BANEY: Move approval. UNGER: Second. VOTE: BANEY: Yes. UNGER: Yes. LUKE: Chair votes yes. 3. Finance Update. Mr. Wynne said rates continue to drop and stay low, at 1.2% or less. The average yield will continue to drop as notes purchased some time ago start to mature. Minutes of Board of Commissioners' Work Session Monday, December 20, 2010 Page 2 of 4 Pages He would like to see at least $250,000 in each of the community banks. This is a win for all, as supposedly the funds will be available for local loans, and the banks want the business and realize it adds stability. He said the County can now get better rates from the local banks than they can from Bank of America, Wells Fargo and other big national banks. Commissioner Luke asked about using credit unions. Mr. Wynne said they can now, but previously it was not legal to do so because these entities were not insured. Mr. Wynne does not forecast changes in property tax revenue. Nothing definite has been heard about State revenue, but that will become apparent after the first of the year. Community Development's projections are for a year-end working capital at $245,376. This is not a problem for this year, but the ramifications need to be considered. The department is upside down by $727,000. Mr. Kanner said that there is a retirement that is not reflected and they have some grant funds and other revenue expected. Mr. Kropp said there has been a big expense tied to unemployment benefits. Mr. Wynne said that the health benefits costs remain stable. Mr. Kanner stated that he was going to suggest an incentive to those who sign up for the health assessments as it is better to find out about a health condition sooner rather than later. This was not unanimously supported by EBAC. Commissioner Baney asked if all family members have to take the assessment; Mr. Kanner replied that it includes the spouse and children - anyone who is provided health coverage by the County. Mr. Wynne stated there are projections developed for the employee health clinic. This is around $100,000. Mr. Wynne stated that Office visits and emergency room visits can be tracked. The report for the cell 5 Knott Landfill closure has been redone. Comments explain in detail about the amount spent and how. Commissioner Baney thanked him for the breakdown. Commissioner Baney asked about the Road Department numbers. Mr. Wynne stated the $1.1 million in capital expenses may not be needed this year. Mr. Kanner said that they budget for equipment that may or may not need to be obtained that year. The bigger concern is the forest revenue. Minutes of Board of Commissioners' Work Session Monday, December 20, 2010 Page 3 of 4 Pages 4. Update of Commissioners' Meetings and Schedules. The Commissioners will be available for the rest of the month except for the holidays. Dave Kanner will be out of town but should be back on Monday. A goal setting session is set for January 20 at the Fairgrounds. Commissioner Luke will be involved with the Fair Association after the first of the year. 5. Other Items. BANEY: Move approval of the minutes UNGER: Second. VOTE: BANEY: Yes. UNGER: Yes. LUKE: Chair votes yes. Being no further items discussed, the meeting adjourned at 2:45 p.m. DATED this Day of 2010 for the Deschutes County Board of Commissioners. Dennis R. Luke, Chair ATTEST: 1 ` Recording Secretary Alan Unger, Vice Chair A44J-2 Tammy Baney, Com issioner Minutes of Board of Commissioners' Work Session Page 4 of 4 Pages Monday, December 20, 2010 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, DECEMBER 20, 2010 1. Presentation of Economic Development Loan Fund Application from G. L. Solutions - Roger Lee & Eric Stroebel, EDCO 2. Discussion of Commute Options Partner Agreement - Erik Kropp 3. Finance Update - Marty Wynne 4. Update of Commissioners' Meetings and Schedules 5. Other Items PLEASE NOTE: At any time during this meeting, an executive session could be called to address issues relating to ORS 192.660(2) (e), real property negotiations; ORS 192.660(2) (h), litigation; ORS 192.660(2)(d), labor negotiations; 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. TES 2~ Department of Administrative Services Dave Kanner, County Administrator 0j RrA %AA - 1300 NW Wall St, Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 www.co.deschutes.or.us December 14, 2010 TO: Board of Commissioners FROM: Dave Kanner RE: Application for economic development funds For your consideration at the work session of December 20, 2011, is approval of an application from G.L. Solutions for $50,000 from the County's Economic Development Fund. G.L. Solutions is a software developer specializing in applications for regulatory agencies. They are proposing to use the funds to offset relocation expenses to a larger facility, as part of a plan to more than double the size of the company's staff. EDCO recommends approval of this request. Enhancing the Lives of Citizens by Delivering Quality Services in a Cost-Effective Manner DESCHUTES COUNTY Business Development Forgivable Loan Fund - APPLICATION - The Business Development Forgivable Loan Fund disburses Deschutes County moneys for the purpose of increasing employment and capital investment in the country. The Fund has been established to offset the costs of business relocation to and within Deschutes County, including moving of equipment, purchase or construction of facilities, and site improvements such as the extension of public service and utilities. EDCO has been designated by Deschutes County as the administrator of this fund. The magnitude of funding is dependent on job creation (typically $1,000-$2000 per job). Key Requirements Are: • Grantees much create at least 5 new primary, permanent family wage jobs and shall have retained those jobs for at least one year. • Optional: Grantee must document the investment of at least $5 of new, taxable investments for each $1 allocated from the Business Development Forgivable Loan Fund. G.L. Solutions Number of Employees: 34 Company Request: $50,000 EDCO Recommendation: $50,000 (39 jobs) Proposed job Creation by end of Q4 2011: 39 new employees Average for New Employees (all positions, excluding commissions): $65,724 Capital Pay Investment: $550,000 Industry: Software Website: http://www.plsolutions.com/ Section I - General Information Company Name: GL Solutions Location (city/County): Bend, Deschutes Friday, December 17, 2010 Page 1 Business Type: High Technology Industry Type: Software No. of Employees: GL Solutions currently employs 34 full-time employees. HQ Address: GL Solutions, 960 SW Disk Drive, Suite 101, Bend, OR 97701 State & Federal Taxpayer ID: Oregon Registry: #724776-81, Federal Tax ID: #43-1797439 Company Contact: Eric Staley Title: Vice President Phone: 541-312-3662 x103 Email: Email Address: staley@glsolutions.com Parent Company: None Website: http://www.glsolutions.com Section II - Company Profile 1. Please provide a brief overview of your business: GL Solutions serves more than 45 clients in 18 states with GL SuiteTM, commercial off-the-shelf software tailored for regulatory agencies. GL Suite is a comprehensive, web-based database solution successfully implemented in regulatory environments ranging from medical licensing boards, inspections for compliance with accessibility laws, to the licensure of public accountants. GL Suite's ease-of-use, coupled with GL Solutions' passion for improving productivity, ensures the success of each agency. Section III - Project Activities 1. Please outline the proposed activities for these funds. How will access to the Business Development Forgivable Loan Fund support your strategic objectives, while increasing your employment and investment in the Central Oregon region? GL Solutions' access to the Business Development Forgivable Loan Fund would induce direct investment into the state of Oregon by furthering job retention opportunities. We are experiencing growth within our company that will require us to add 39 new positions over the course of the next year. We feel that this growth of our company will provide an investment in Friday, December 17, 2010 Page 2 the Central Oregon region by providing jobs and this investment will in turn help GL Solutions to purchase new equipment and provide training for these new employees. GL Solutions requests $2,000 per job up to the maximum available loan of $50,000 to facilitate job creation and offset office relocation expenses to a larger facility. Furthermore, the revenue generated by this growth is earned and received at a slower rate than is typical for GL Solutions' client-base. This requires GL Solutions to make significant investments for growth and relocation prior to invoicing contract deliverables. The Business Development Forgivable Loan Fund will bridge the gap. Section IV - Grant Terms and Conditions 1. Total Employment Grantees must create at least 5 new primary, family wage jobs (at $35,090 per year) and shall have retained those jobs for at least one year. Please provide a quarterly projection of expected job creation, including titles and/or descriptions. Also indicate expected wages. GL Solutions is a software development company based in Central Oregon, serving government agencies and private firms across the United States. GL Solutions grew from a start-up to one of the largest software companies in the region. GL Solutions' success comes from a family of naturally talented individuals that share common vision and values. GL Solutions hiring processes identify people with core values comparable to that of the company. Every employee contributes to GL Solutions' direction and success. The company values each person's perspective on problems, solutions and long-term goals. GL Solutions shares performance and management information company-wide. GL Solutions has identified the following thirty-nine new primary, family wage jobs that we are expecting to fill within the next six months: Management Analyst: The Management Analyst gathers and analyzes internal data and workflow to 1) identify bottlenecks, 2) improve the efficiency and productivity of GL Solutions' production systems and processes and 3) make recommendations for the most effective use of resources. Management Analysts have strong analytical skills and the desire to learn about software; related prior experience is preferred. Four (4) Project Coordinators: The Project Coordinator is responsible for coordination of project planning details from project initiation through three months of warranty. Project Coordinators work with clients Friday, December 17, 2010 Page 3 to develop new installations through a project approach to achieve a profitable, high-quality installation that establishes a long-term symbiotic relationship between GL Solutions and the client. The Project Coordinators provide client project management oversight throughout the GL Solutions implementation process. Eight (8) Quality Assurance Specialists: The Quality Assurance Specialist (QAS) works with every team at various stages of installations and development to test the work and progress of the client application. The QAS works closely with internal employees throughout the entire span of a project. Responsibilities include identifying, reporting, documenting, and routing application issues for eventual handling and resolution. The QAS tests each client application at specified phases of development prior to client/user testing and acceptance. Seven (7) Software Developers: The software developer position involves creating reports, writing business rules, and maintaining a mature off-the-shelf software product. Applicants must have experience or training in report tools like Crystal Reports and languages including XML, XSLT and SQL. Experience with Visual Basic and web page development in Visual Studio preferred. Three (3) Business Analysts: The business analyst position conducts organizational studies and evaluations, designs software systems and procedures, and prepares operations and procedures manuals to assist clients in operating more efficiently and effectively. The Business Analysts identify and document how our clients use software to help them operate more efficiently. They possess strong listening, interviewing, logical thinking and problem -solving skills, and they have the ability to understand complex office procedures. Configuration Specialist Manager: The Configuration Specialist Manager coaches and builds an engaged team of employees while ensuring that company goals are achieved. The team configures business rules in the software using XPATH and light SQL, and consists of talented, dedicated professionals. Nine (9) Configuration Specialists: The Configuration Specialist configures business rules in the software using XPATH and light SQL. Two (2) Sales Associates: The Sales Associate is responsible for contacting prospective clients and encouraging their interest in GL Solutions' products and services. The position executes a defined solution- sales process that includes the prospecting and qualifying steps. Friday, December 17, 2010 Page 4 Technical Writer: The Technical Writer will be responsible to write and edit a variety of technical materials, such as requests for proposals, training guides and how-to documents, sales and marketing collateral, and, as needed, website content. This position will work with the different GL Suite Departments to support key activities within the organization such as Knowledge Management, Systems Improvement, People and Sales and Marketing. Agency Specialist Manager: Supervise a team of Agency Specialists. The ASM has primary responsibility for building a team of engaged, productive employees who discover and act on client needs, build client relationships, and resolve client issues. Experience managing employees in a business environment preferred. Agency Partner: Agency Partners serve as the primary goal contact between GL Solutions and clients. The primary responsibility is to ensure that our partnership results in satisfied clients through thoughtful execution of the plan established by the Agency Strategist and the client. Agency Partners begin the relationship building process by conducting sales activities with prospective customers. An Agency Partner works within a well-defined system for managing day-to-day client requests and interacting with other GL Solutions teams. Trainer/HR Specialist: Assist the Human Resources Manager in executing personnel-related functions. The HR Specialist supports all key activities related to employee recruitment, selection, training, and retention and personnel information systems. The HR Specialist interfaces with all GL Solutions' departments to support and facilitate employee needs. Experience supporting human resource functions within a business environment is preferred. 2. Capital Investment - Optional Although not required, capital investment plans are a helpful indicator of future plans. Grantees must document the investment of at least $5 of new, taxable investments for each $1 allocated from the Business Development Forgivable Loan Fund. Please provide a quarterly capital investment projection. GL Solutions projects the following costs associated with hiring, training and relocation in the next quarter: Relocation expenses $5,000 - Fiber/L.A.N. relocation $58,500 - relocation expense per staff ($1,500 x 39) $63,500 total relocation expenses Training expenses $ 10,000 - Video production of training modules Friday, December 17, 2010 Page 5 $ 36,000 - Trainer salary (3 mos @ $12,000/mo) 444,600 - New hire salary in training ($3,800/mo X 3 mos X 39 new hires in Q1) $490,600 total training expenses (salary expenses include wages and benefits) $554,100 Total training and relocation expenses 3. Primary Employer Test Grantees must be private firms in manufacturing, high-technology, or technology-based businesses which have more than 75% of customers outside Deschutes County. What percentage of your customer base exists outside Deschutes County? GL Solutions is a private firm that provides high technology based software to a customer base that is 100% outside of Deschutes County. Friday, December 17, 2010 Page 6 Date: To: From: Re: December 14, 2010 Board of County Commissioners Erik Kropp, Deputy County Administrator 14L Commute Options - December 20, 2010 Work Session agenda item Commute Options works with employers to encourage employees to walk, bike, carpool, vanpool, or bus instead of driving alone to work. For a small annual fee, employers can sign up for the Commute Options Reward Program. Through this program, Commute Options provides education and incentives for employees to use alternative modes of transportation. Employees who commute to work 45 round trips using a commute option are rewarded with a $20 gift certificate from Commute Options. The Health Department participates in this program and it is recommended that the County expand the program to all departments. The total cost would be $300 per year. For additional information, please see the attached "Commute Options Partner Agreement." Commute Options Partner Agreement Commute Options Mission: Promote transportation choices that reduce the impacts of driving alone. The energy of the partners will be used to educate and inspire employees to take the steps necessary to change personal travel behavior. Purpose and Goat. The purpose of this Agreement is to create and define a working partnership among employers and Commute Options in the pursuit of a shared goal. The Agreement defines the procedures for Commute Options and the partners. Commute Options Commitment: Commute Options will work one-on-one with employers to develop a customized transportation plan, reward employees using commute options, and provide presentations, brochures, posters and materials, and a website for promoting smart commuting choices. Commute Option Partner Commitment: The Commute Options Partner agrees to use the resources provided by Commute Options to educate and encourage their employees to walk, bike, carpool, vanpool, bus or telework instead of driving alone to work. The Partner agrees to select an employee to serve as the Employee Transportation Coordinator (ETC). The ETC represents the employer and participates in Commute Options activities, including training, the Commute Options Week Challenge, and other promotional events. The ETC will also conduct employee pre and post surveys annually that gather information on travel behavior. The Partner agrees to provide two reports each year with actual data for the number of employees that bike, walk, carpool, ride the bus, and telework. The ETC will select a method of keeping track of employee participation from the Commute Options website. Options include a calendar, sign-in sheet or the internet. The biannual report will be provided by the 10th of July and January for the previous six-month period and submitted through the Commute Options website. It's easy to do! There is no cost to partners that choose not to participate in the Rewards Program. Partners Agreement 10/14/2010kk Page 1 Commute Options Partner Rewards Program: Partners can choose to participate in the COP Rewards Program. The program awards a $20 gift certificate to employees who commute to work 45 round trips using a commute option. Along with the gift certificate, employees will receive information on how much money they've saved and the positive impact they've had on reducing the affect driving alone has made in their community. Employees will submit their rewards information through the Commute Options website. Please redeem your rewards requests upon completion. Multiple submissions covering more than one 45-trip period will not be granted. COPS that participate in the Rewards Program contribute funding to Commute Options based on the scale below. Additional funding may be requested from individual employers that have a large demand for certificates. Number of Employees Amount Under 5 & $50 6-20 $75 21-100 $100 101-200 $150 201-500 $200 Over 500 $300 Term of the Agreement. The Agreement is effective January 1 through December 31, 2011 and shall be renewed annually. Commute Options Partner Date: By: Contact (ETC): Phone: Email: Address: Commute Options Date: By: Contact: Jeff Monson. 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W N co 0) C.Mj CM7 M W M M c.Mj M M M M M M M (M0 W M M Omj ' M a) m M C`7 M O m V m M M M M co C') M M M (00 M M M M V) 8 00 Cl. ¢ C .O ) Q 0 U Z cl U 0 Z U U ayi Y d m : ' c co m U C 2 0 M CL C U U U ~0 to m y c m L U C 7 Y c Co y .0. d O. y y 0 y m Y U C N .n U 0 y m J a) m M Y y N N U y U m C U m Y m 0 ;a U 'O C V cu y U > iR C, Y co (,0 T > m O " a z 0 U d U V (0 C m z U U cc C U Q i -O 0 y 0 Q U Q Q co U U m c 0 0 ~ ' p (n co « c 0 y m Y C C p « CO C 0 t U Y Y m U 0 0 E LL a) m m r M N > r C 7 LL y y E ~ o N N U d C d m m m co E a) v U m 0 N > m , Y o m m O o E- m v y m Y c Y c E , d a U m 5 ` a y c c E a a N E F E m m Q L y (6 > m W ~D m Y c C m m m m m t„ N L W p m co m co O U O x N Y 17 ~ d co a a) tq o O U « (A E O i m m o U O U y (L 1- to J N 7 U 7 p 0 p E m m LL 7 Y Q 7 0 L Q C Q N Q Q Z l j cl Y L y m L, m co N _y Q6 m m U co m U 0 13L Y m m a) a) m W C E 2 E N 0 0 0 a) M 2 0 LL N E LL L L x L L O Z E m 2 LL 0 Z 0 Z 41 Z LL Z W m r ~ LL ~ 0 m DI , fn 05 "C LL ~ ~ ~ CL LL LL LL H LL ~ m LL LL x LL CJ LL LL LL LL J m F Memorandum Date: December 13, 2010 To: Board of County Commissioners Dave Kanner, County Administrator From: Marty Wynne, Finance Director RE: Monthly Financial Reports Attached please find November 2010 financial reports for the following funds: General (001), Community Justice - Juvenile (230), Sheriffs (255, 701, 702), Public Health (259), Behavioral Health (275), Community Development (295), Road (325), Community Justice - Adult (355), Commission on Children & Families (370-399), Solid Waste (610), Insurance Fund (670), 9-1-1 (705), Health Benefits Trust (675), and Fair & Expo Center (618). The projected information has been reviewed and updated, where appropriate, by the. respective departments. Cc: All Department Heads GENERALFUND Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date Year End $ Budget Actual I Variance I I FY % Coll. % I Budget L Proiection I Variance RESOURCES: Beg. Net Working Capital $ 8,300,000 $ 9,677,699 $ 1,377,699 100% 117% $8,300,000 $9,677,699 $ 1,377,699 Revenues Property Taxes 8,569,167 18,219,159 9,649,992 42% 89% a) 20,566,000 20,566,000 - Gen. Rev. - excl. Taxes 998,808 1,524,048 525,240 42% 64% b) 2,397,138 2,397,138 - Assessor 331,538 436,584 105,046 42% 55% c) 795,690 795,690 - County Clerk 508,631 653,615 144,984 42% 54% 1,220,714 1,220,714 - BOPTA 5,166 843 (4,323) 42% 7% 12,398 12,398 - District Attorney 130,875 66,843 (64,032) 42% 21% 314,100 314,100 - Finance/Tax 75,083 116,227 41,144 42% 64% c) 180,200 180,200 - Veterans 28,278 16,886 (11,392) 42% 25% 67,866 67,866 - Property Management 37,972 42,566 4,594 42% 47% 91,132 91,132 - Grant Projects 833 833 0 42% 42% 2,000 2,000 - Total Revenues 10,686,351 21,077,604 10,391,253 42% 82% 25,647,238 25,647,238 - TOTAL RESOURCES 18,986,351 30,755,304 11,768,953 42% 91% 33,947,238 35,324,937 1,377,699 REQUIREMENTS: Exp. Expenditures Assessor 1,409,258 1,307,586 101,672 42% 39% 3,382,219 3,382,219 - County Clerk 618,386 573,713 44,673 42% 39% 1,484,127 1,484,127 - BOPTA 31,418 23,785 7,633 42% 32% 75,403 75,403 - District Attorney 2,034,220 1,938,942 95,278 42% 40% 4,882,127 4,882,127 - Finance/Tax 352,879 364,572 (11,693) 42% 43% 846,910 846,910 - Veterans 109,249 106,967 2,282 42% 41% 262,197 262,197 - Property Management 105,511 104,948 563 42% 41% 253,227 253,227 - Grant Projects 46,751 44,886 1,865 42% 40% 112,203 112,203 - Non-Departmental 924,745 587,616 337,129 42% 26% 2,219,387 2,219,387 - Contingency 2,852,198 - 2,852,198 42% n/a 6,845,274 - 6,845,274 8,484,615 5,053,017 3,431,598 42% 25% 20,363,074 13,517,800 6,845,274 Transfers Out 5,405,902 5,388,508 17,395 42% 42% 12,974,164 12,974,164 - TOTAL REQUIREMENTS 13,890,517 10,441,524 3,448,993 42% 31% 33,337,238 26,491,964 6,845,274 NET (Resources - Requirements) 5,095,834 20,313,779 15,217,945 d) 610,000 8,832,973 8,222,973 a) Approximately 85% of the year's property taxes are collected by November 30, 2010. b) YTD Actual includes annual payments: Federal in lieu of taxes - $471,913 and State tax on electric co-ops - $464,452. c) YTD Actual includes A&T grant received quarterly in advance d) Appropriation transferred to Fund 575 - $610,000 COMM JUSTICE-JUVENILE Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date Revlised Year End Budget Actual Variance FY % Coll. % Bud et Projection Variance RESOURCES: Beg. Net Working Capital $ 987,000 $1,039,997 $ 52,997 Revenues Federal Grants 6,470 3,882 (2,588) SB #1065-Court Assess. 25,000 21,539 (3,461) Discovery Fee 6,667 5,030 (1,637) Food Subsidy 15,833 10,970 (4,863) OYA Basic & Diversion 141,669 48,917 (92,752) Inmate/Prisoner Housing 41,667 18,900 (22,767) Inmate Commissary Fees 42 59 17 Contract Payments 36,871 33,505 (3,366) Miscellaneous 125 52 (73) MIP Diversion Fees 417 50 (367) Interest on Investments 7,083 3,852 (3,231) Leases 1,000 1,000 - Grants - Private 208 317 109 Health & Human Svcs Chg 2,500 2,075 (425) CCF Interfund Grant 25,206 24,125 (1,081) Gen Fund Grant-Crime Prev. 8,333 5,000 (3,333) Total Revenues 319,091 179,273 (139,818) 100% 105% 42% 42% 42% 42% 42% 42% 42% 42% 42% 42% 42% 42% 42% 42% 42% 42% 42% Transfers In-General Fund 2,309,660 2,309,660 - 42% TOTAL RESOURCES 3,615,751 3,528,930 (86,821) 42% REQUIREMENTS: Expenditures Community Justice-Juvenile Personal Services Materials and Services Capital Outlay Juvenile Resource Center Personal Services Materials and Services Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 25% a) 36% 31% 29% b) 14% c) 19% d) 59% 38% 17% 5% 23% 42% 63% 35% 40% b)e) 25% 23% 42% 48% Exp. $ 987,000 $ 1,039,997 $ 52,997 15,527 15,527 - 60,000 57,500 (2,500) 16,000 16,000 - 38,000 37,000 (1,000) 340,006 321,175 (18,831) 100,000 92,000 (8,000) 100 100 - E18,490 70,000 (18,490) 300 100 (200) 1,000 300 (700) 117,000 9,000 (8,000) 2,400 2,400 - 500 500 - 6,000 6,000 - (30,495 96,500 36,005 :?0,000 20,000 - 7135,818 744,102 (21,716) 5,543,186 5,543,186 - 7,296,004 7,327,285 31,281 1,234,982 1,129,247 105,735 42% 38% f) 2,9133,956 2,750,000 213,956 499,953 421,287 78,666 42% 35% g) 1,199,886 1,100,000 99,886 42 - 42 42% 0% 100 - 100 964,627 898,732 65,895 42% 39% h) 2,315,104 2,200,000 115,104 73,123 72,396 727 42% 41% 175,494 167,000 8,494 267,277 - 267,277 42% n/a 6,41,464 - 641,464 3,040,004 2,521,662 518,342 42% 35% 7,296,004 6,217,000 1,079,004 575,747 1,007,268 431,521 - 1,110,285 1,110,285 a) Second quarter Federal Grant anticipated in March b) Reimbursements for food subsidy received approximately one month after monthly billings, CCF billed quarterly c) OYA monies collected in Nov, Feb, May, and June - Reduction due to anticipated State funding cut d) Revenue is generated when non-Deschutes juveniles utilize facility - $14,000 billing is currently outstanding e) Additional funding from CCF allocated for Juvenile programs f) Salary savings due to approximately 3.00 FTE unfilled g) DHS/BRS match payments and Maplestar contract payments are less than originally budgeted due to reduction in youth using the program h) Salary savings due to less on-call and overtime for the detention facility SHERIFF - Fund 255 Statement of Financial Operating Data Five Months Ended November 30, 2010 RESOURCES: Beg. Net Working Capital Revenues Law Enf Dist Countywide Law Enf Dist Rural Interest Total Revenues TOTAL RESOURCES Year to Date Year End Budget Actual Variance FY % 11 Coll. % Bud et Projection Variance $ - $ 207,689 $ 207,689 100% n/a $ - $ 207,689 $ 207,689 9,512,274 8,046,528 (1,465,746) 42% 35% 22,829,457 21,363,711 (1,465,746) 5,694,141 5,136,923 (557,218) 42% 38% 13,665,939 13,108,720 (557,219) - 6,623 6,623 42% n/a - 6,623 6,623 15,206,415 13,190,074 (2,016,341) 42% 36% 36,495,396 34,479,054 (2,016,342) 15,206,415 13,397,763 (1,808,652) 42% 37% 36,495,396 34,686,743 (1,808,653) REQUIREMENTS: EXPENDITURES & TRANSFERS Ex p. Sheriffs Division 1,184,028 1,128,291 55,737 42% 40% a) 2,841,668 2,875,668 (34,000) Civil 332,682 333,618 (936) 42% 42% 798,436 798,436 - Automotive/Communications 605,432 709,531 (104,099) 42% 49% b) 1,453,036 1,403,036 50,000 Investigations/Evidence 687,830 638,179 49,651 42% 39% b) 1,650,792 1,600,792 50,000 Patrol/Civil/Comm Supp 3,261,938 3,260,310 1,628 42% 42% c) 7,828,651 7,830,651 (2,000) Records 275,161 250,982 24,179 42% 38% 660,386 660,386 - Adult Jail 4,102,860 3,503,375 599,485 42% 36% d) 9,846,864 9,696,864 150,000 Court Security 100,355 111,905 (11,550) 42% 46% 240,851 240,851 - Emergency Services 72,684 69,393 3,291 42% 40% 174,441 174,441 - Special Services Division 486,418 497,090 (10,672) 42% 43% 1,167,404 1,167,404 - Regional Work Center 1,198,434 1,080,395 118,039 42% 38% e) 2,876,242 2,726,242 150,000 Training Division 137,500 112,640 24,860 42% 34% 330,000 330,000 - Other Law Enforcement Svcs 248,715 252,736 (4,021) 42% 42% 596,917 596,917 - Non-Departmental 117,924 34,591 83,333 42% 12% 283,018 283,018 - Contingency 2,311,121 - 2,311,121 42% n/a 5,546,690 - 5,546,690 Transfers Out - D/S Fund 83,333 60,539 22,794 42% 30% 200,000 200,000 - TOTAL REQUIREMENTS 15,206,415 12,043,574 3,162,841 42% 33% 36,495,396 30,584,706 5,910,690 NET (Resources - Requirements) - 1,354,189 1,354,188 - 4,102,037 4,102,037 a) Higher than budgeted employee vacation sell back b) Delay in filling open positions will result in lower personnel expenditures for FY 2011 c) Projected savings due to open positions will be offset by unplanned purchase of additional patrol vehicles d) Unfilled budgeted positions in Adult Jail resulting in lower personnel expenditures for FY 2011. Forecast includes $292,000 for jail bed rental e) Unfilled budgeted positions and lower material and service expenditures projected for FY 2011 SHERIFF 701 Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date ~ Year End Budget Actual Variance FY % Coll. % Buis et Projection Variance RESOURCES: Beg. Net Working Capital $ 4,722,862 $ 5,478,092 $ 755,230 100% 116% $ 4,722,862 $ 5,478,092 $ 755,230 Revenues Tax Revenues - Current 6,188,998 12,975,301 6,786,303 42% 87% a) 14,853,594 14,853,594 - Tax Revenues - Prior 267,500 489,337 221,837 42% 76% 642,000 727,000 85,000 Federal Grants 14,583 - (14,583) 42% 0% b) 35,000 35,000 - State Grant 20,198 37,037 16,839 42% 76% 48,475 48,475 - Transp. of State Wards 2,083 - (2,083) 42% 0% 5,000 5,000 - SB 1145 822,775 987,330 164,555 42% 50% b) 1,974,660 1,974,660 - Des. Cty Video Lottery Grant 2,083 - (2,083) 42% 0% 5,000 5,000 - Des Cty Court Security 39,583 39,523 (60) 42% 42% 95,000 95,000 - Des Cty Juvenile Contract - 3,454 3,454 42% n/a - 3,454 3,454 Title III Reimbursement 62,500 59,492 (3,008) 42% 40% b) 1;50,000 150,000 - Transport 1,667 83 (1,584) 42% 2% 4,000 4,000 - DC Fair & Expo Center - 3,825 3,825 42% n/a - 3,825 3,825 Inmate Commissary Fees 20,000 25,759 5,759 42% 54% 48,000 48,000 - Work Center Work Crews 10,417 36,180 25,763 42% 145% c) 25,000 50,000 25,000 Concealed Handgun Classes 2,500 1,400 (1,100) 42% 23% 6,000 6,000 - Soc Sec Incentive-Fed 2,083 4,000 1,917 42% 80% 5,000 5,000 - Miscellaneous 2,083 3,146 1,063 42% 63% 5,000 5,000 - Oregon Mentors - 4,120 4,120 42% n/a - 5,000 5,000 Medical Services Reimb 5,000 6,479 1,479 42% 54% 12,000 12,000 - Restitution 417 3,203 2,786 42% 320% 1,000 5,000 4,000 Sheriff Fees 66,667 111,953 45,286 42% 70% d) 160,000 200,000 40,000 Interest 11,805 11,117 (688) 42% 39% 28,333 28,333 - Interest on Unsegregated 1,472 1,241 (231) 42% 35% 3,533 3,533 - Rentals - 2,500 2,500 42% n/a - 2,500 2,500 Donations - 200 200 42% n/a - 200 200 Sale of Reportable Assets - 1,257 1,257 42% n/a - 1,257 1,257 Total Revenues 7,544,414 14,807,937 7,263,523 42% 82% 18,1iD6,595 18,276,831 170,236 TOTAL RESOURCES 12,267,276 20,286,029 8,018,753 42% 89% 22,829,457 23,754,923 925,466 REQUIREMENTS: Exp. EXPENDITURES & TRANSFERS Materials and Services 9,512,274 8,046,528 1,465,746 42% 35% e) 22129,457 21,363,711 1,465,746 TOTAL REQUIREMENTS 9,512,274 8,046,528 1,465,746 42% 35% 22,829,457 21,363,711 1,465,746 NET (Resources - Requirements) 2,755,002 12,239, 501 9,484,499 a) Approximately 85% of the year's property taxes are collected by November 30, 2010. b) Timing of budget and receipt of payment c) Contract revenue USFS d) Actual revenue for concealed weapons permits and civil papers will exceed budget e) Payment to Sheriffs Office adjusted to actual quarterly 2,391,212 2,391,212 SHERIFF 702 Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date Year End Budget Actual Variance FY % Coll. % I Budget I Projection I I Variance RESOURCES: Beg. Net Working Capital $1,905,939 $ 2,421,863 $ 515,924 100% 127% $1,905,939 $2,421,863 $ 515,924 Revenues Tax Revenues - Current 3,128,435 6,535,685 3,407,250 42% 87% a) 7,508,247 7,508,247 - Tax Revenues - Prior 130,833 244,368 113,535 42% 78% 314,000 371,000 57,000 Federal Grants 833 4,916 4,083 42% 246% b) 2,000 10,000 8,000 Federal Grants-BLM - 2,982 2,982 42% n/a - 2,982 2,982 US Forest Service 31,875 44,625 12,750 42% 58% 76,500 76,500 - State Grant 78,180 61,164 (17,016) 42% 33% 187,633 187,633 - SB #1065 Court Assessment 27,917 21,539 (6,378) 42% 32% 67,000 67,000 - Marine Board License Fee 59,347 - (59,347) 42% 0% c) 142,433 142,433 - Des Cty General Fund Grant 292,649 - (292,649) 42% 0% d) 702,358 702,358 - Des Cty Transient Room Tax 811,518 811,518 - 42% 42% 1,947,642 1,947,642 - City of Sisters 180,273 180,273 - 42% 42% 432,655 432,655 - Des Cty Tax/Fin Contract 417 - (417) 42% 0% 1,000 1,000 - Des Cty CDD Contract 22,653 22,653 - 42% 42% 54,366 54,366 - Des Cty Solid Waste Contr 22,653 22,653 - 42% 42% 54,366 54,366 - Des Cty Clerk/Election 833 675 (158) 42% 34% 2,000 2,000 - School Districts 41,667 6,103 (35,564) 42% 6% e) 100,000 100,000 - Security & Traffic Reimb 5,417 1,081 (4,336) 42% 8% 13,000 13,000 - Seat Belt Program 2,500 3,075 575 42% 51% 6,000 6,000 - Miscellaneous 4,167 6,707 2,540 42% 67% 10,000 10,000 - Restitution 208 - (208) 42% 0% 500 500 - Sheriff Fees 4,167 3,920 (247) 42% 39% 10,000 10,000 - Court Fines & Fees 35,417 53,327 17,910 42% 63% 85,000 85,000 - Impound Fees 6,250 2,600 (3,650) 42% 17% 15,000 15,000 - Restitution - Street Crimes 208 - (208) 42% 0% 500 500 - Interest 4,167 3,362 (805) 42% 34% 10,000 10,000 - Interest on Unsegregated 750 623 (127) 42% 35% 1,800 1,800 - Sale of Reportable Assets 4,167 21,318 17,151 42% 213% f) 10,000 25,000 15,000 Sale of Equip & Material 2,500 6,563 4,063 42% 109% 6,000 10,000 4,000 Total Revenues 4,900,001 8,061,730 3,161,729 42% 69% 11,760,000 11,846,982 86,982 TOTAL RESOURCES 6,805,940 10,483,592 3,677,652 42% 77% 13,665,939 14,268,845 602,906 REQUIREMENTS: Exp. % EXPENDITURES & TRANSFERS Materials and Services 5,694,141 5,136,923 557,218 42% 38% g) 13,665,939 13,108,720 557,219 TOTAL REQUIREMENTS NET (Resources - Requirements) 5,694,141 5,136,923 557,218 42% 38% 13,665,939 13,108,720 557,219 1,111,799 5,346,669 4,234,870 - 1,160,125 1,160,125 a) Approximately 85% of the year's property taxes are collected by November 30, 2010. b) Actual HIDTA overtime reimbursement higher than budgeted c) Fees usually received Feb & June d) Grant will be received June 2011 e) Most of this revenue received Feb-June f) Proceeds from sale of used patrol vehicles were higher than estimated g) Payment to Sheriffs Office adjusted to actual quarterly PUBLIC HEALTH Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date Revised Year End I Budget Actual Variance FY % Coll. % B fidget Projection Variance RESOURCES: Beg. Net Working Capital $1,100,000 $ 1,615,306 $ 515,306 100% 147% $1,100,000 $1,615,306 $ 515,306 Revenues Medicare Reimbursement 3,333 92 (3,241) 42% 1% 8,000 200 (7,800) State Grant 1,047,074 1,074,709 27,635 42% 43% 2,512,977 2,573,752 60,775 Child Dev & Rehab Center 12,816 - (12,816) 42% 0% 30,759 30,759 - State Miscellaneous 91,623 73,006 (18,617) 42% 33% 219,896 219,896 - OMAP 199,083 201,838 2,755 42% 42% 477,800 477,800 - Family Planning Exp Proj 206,250 180,188 (26,062) 42% 36% 495,000 535,000 40,000 Grants 27,083 65,605 38,522 42% 101% a) 65,000 113,773 48,773 Water Program-Base Fee 17,500 9,386 (8,114) 42% 22% 42,000 42,000 - Water Program-Field Work 23,257 30,240 6,983, 42% 54% 55,817 55,817 - H20 Sys Insp-Priv Wells 83 - (83) 42% 0% 200 200 - Miscellaneous - 28 28 42% n/a - 201 201 Patient Insurance Fees 79,275 48,051 (31,224) 42% 25% 190,260 120,260 (70,000) Health Dept/Patient Fees 62,073 41,737 (20,336) 42% 28% 148,975 100,975 (48,000) Vital Records-Birth 15,000 12,805 (2,195) 42% 36% 36,000 30,000 (6,000) Vital Records-Death 40,833 40,055 (778) 42% 41% 98,000 96,000 (2,000) Environmental Health 286,396 71,867 (214,529) 42% 10% 687,350 687,350 - Interest on Investments 7,042 4,856 (2,186) 42% 29% 16,900 12,758 (4,142) Donations 2,500 30,677 28,177' 42% 511% b) 6,000 35,430 29,430 Interfund Contract 78,908 17,092 (61,816) 42% 9% 189,378 162,513 (26,865) Administrative Fee 11,250 11,250 _ 42% 42% 27,000 27,000 - Total Revenues 2,211,379 1,913,482 (297,897) 42% 36% 5,:107,312 5,321,684 14,372 Transfers In-General Fund 965,735 965,735 42% 42% 2,:117,765 2,317,765 - Transfers In-PH Res Fund 27,968 - (27,968) 42% 0% 67,123 67,123 - Transfers In-Gen. Fund Other 28,255 16,953 (11,302) 42% 25% 67,812 67,812 - TOTAL RESOURCES 4,333,337 4,511,476 178,139 42% 51% 8,860,012 9,389,690 529,678 REQUIREMENTS: Exp. Expenditures Personal Services 2,475,397 2,331,958 143,439 42% 39% 5,940,953 5,669,859 271,094 Materials and Services 835,578 764,769 70,809 42% 38% 2,005,387 1,835,446 169,941 Capital Outlay 10,417 5,432 4,985 42% 22% 25,000 25,000 - Transfers Out 62,500 37,500 25,000 42% 25% 150,000 150,000 - Contingency 307,780 - 307,780 42% n/a 738,672 - 738,672 TOTAL REQUIREMENTS 3,691,672 3,139,659 552,013 42% 35% 8,860,012 7,680,305 1,179,707 NET (Resources - Requirements) 641,665 1,371,817 730,152 - 1,709,385 1,709,385 a) Health Matters-local grant for Chronic Care Program is $17,000 & $21,000. Bioterrorism NACCHO grant $10,000 received in July b) My Future My Choice donation carry over from FY10, in the amount of $25,880. $3550 HIV sponsorship donation BEHAVIORAL HEALTH Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date Revised Year End Budget Actual Variance FY % Coll. % Budget Pro'ection Variance RESOURCES: Beg. Net Working Capital $ 2,616,050 $ 2,651,262 $ 35,212 100% 101% $ 2,616,050 $ 2,651,262 $ 35,212 Revenues Marriage Licenses 2,292 2,640 348 42% 48% 5,500 5,500 - Divorce Filing Fees 54,167 55,260 1,093 42% 43% 130,000 130,000 - Domestic Partnership Fee 417 25 (392) 42% 3% 1,000 250 (750) Federal Grants 40,404 14,836 (25,568) 42% 15% a) 96,969 96,969 - State Grants 2,205,776 2,344,805 139,029 42% 44% b) 5,293,862 5,020,888 (272,974) State Miscellaneous 61,739 26,106 (35,633) 42% 18% 148,173 148,173 - Title 19 125,385 44,913 (80,472) 42% 15% 300,925 200,000 (100,925) Liquor Revenue 43,917 40,111 (3,806) 42% 38% 105,400 105,400 - School Districts 29,167 20,440 (8,727) 42% 29% 70,000 70,000 - Miscellaneous 7,042 18,212 11,170 42% 108% 16,900 18,212 1,312 Patient Insurance Fees 64,167 22,116 (42,051) 42% 14% 154,000 75,000 (79,000) Patient Fees 5,417 670 (4,747) 42% 5% 13,000 3,000 (10,000) Interest on Investments 18,160 10,307 (7,853) 42% 24% 43,585 25,000 (18,585) Rentals 5,458 5,250 (208) 42% 40% 13,100 13,100 - Interfund Contract-Gen. Fund 52,917 39,771 (13,146) 42% 31% a) 127,000 127,000 - Comm. on Children & Fam 10,000 - (10,000) 42% 0% c) 24,000 - (24,000) Administrative Fee 1,754,774 1,744,698 (10,076) 42% 41% 4,211,457 4,211,457 - Total Revenues 4,481,199 4,390,160 (91,039) 42% 41% 10,754,871 10,249,949 (504,922) Transfers In-General Fund 548,400 548,400 - 42% 42% 1,316,158 1,316,158 - Transfers In-OHP-CDO 41,665 41,665 - 42% 42% 100,000 100,000 - Transfers In-Acute Care Svcs 152,355 152,355 - 42% 42% 365,657 365,657 - Transfers In-ABHA 278,438 167,063 (111,375) 42% 25% 668,252 668,252 - TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 8,118,107 7,950,905 (167,202) 42% 50% 15,820,988 15,351,278 (469,710) Exp. 3,818,285 3,630,680 187,605 42% 40% d) 9,163,883 8,713,883 450,000 1,667,875 1,312,451 355,424 42% 33% 4,002,901 3,502,901 500,000 308,333 - 308,333 42% 0% 740,000 740,000 - 65,485 37,500 27,985 42% 24% 157,164 157,164 - 732,100 - 732,100 42% n/a 1,757,040 - 1,757,040 6,592,078 4,980,631 1,611,447 42% 31% 15,820,988 13,113,948 2,707,040 1,526,029 2,970,274 1,444,245 - 2,237,330 2,237,330 a) Grant billing received quarterly, in arrears b) Department of Human Services Grant projected at amended contract amount for FY 11 c) Child and Family prevention program eliminated d) Personnel expenditure projected to be less than budgeted due to unfilled positions COMMUNITY DEVELOPMENT Statement of Financial Operating Data Five Months Ended November 30, 2010 RESOURCES: Beg. Net Working Capital Revenues Admin-Operations Admin-GIS Admin-Code Enforcement Building Safety Electrical Contract Services Env Health-On Site Prog Planning-Current Planning-Long Range Total Revenues Year to Date Year End Budget Actual Variance FY % Coll. % Budget Projection Variance $ 686,081 613,031 $ (73,050) 100% 89% $ 6136,081 $ 613,031 (73,050) 6,875 8,664 1,789 42% 53% 16,500 21,300 4,800 1,146 3,033 1,887 42% 110% a) 2,750 6,000 3,250 67,383 64,707 (2,676) 42% 40% 161,718 164,600 2,882 450,507 374,652 (75,855) 42% 35% b) 1,081,217 1,109,100 27,883 111,105 113,366 2,261 42% 43% 2156,652 269,600 2,948 76,667 63,476 (13,191) 42% 34% c) 164,000 168,300 (15,700) 118,263 125,116 6,853 42% 44% 283,830 288,400 4,570 323,734 301,872 (21,862) 42% 39% d) 776,962 750,400 (26,562) 147,405 105,242 (42,163) 42% 30% e) 353,771 348,600 (5,171) 1,303,085 1,160,129 (142,956) 42% 37% 3,127,400 3,126,300 (1,100) Trans In-GF 105,580 105,580 - 42% 42% 253,387 253,387 Trans In-GF for Lng Rng Ping 215,000 215,000 - 42% 42% 516,000 516,000 - TOTAL RESOURCES 2,309,746 2,093,740 (216,006) 42% 46% 4,582,868 4,508,718 (74,150) REQUIREMENTS: EXPENDITURES & TRANSFERS Admin-Operations 584,332 574,677 9,655 Admin-GIS 90,056 93,482 (3,426) Admin-Code Enforcement 76,972 76,244 728 Building Safety 208,471 201,956 6,515 Electrical 78,169 74,157 4,012 Contract Services 101,771 99,327 2,444 Env Health-On Site Pgm 96,669 122,355 (25,686) Planning-Current 287,621 257,777 29,844 Planning-Long Range 205,178 242,657 (37,479) Transfers Out (D/S Fund) 72,213 145,000 (72,787) Contingency 108,077 - 108,077 Exp. 42% 41% 1,402,396 1,402,396 - 42% 43% f) 216,135 168,000 48,135 42% 41% 184,732 184,732 - 42% 40% 500,330 500,330 - 42% 40% 187,606 187,606 - 42% 41% 244,251 244,251 - 42% 53% g) 232,006 220,000 12,006 42% 37% 690,290 690,290 - 42% 49% h) 492,427 492,427 - 42% 84% 173,310 173,310 - 42% n/a 259,385 - 259,385 TOTAL REQUIREMENTS 1,909,529 1,887,632 21,897 42% 41% NET (Resources - Requirements) 400,217 206,108 (194,109) Revenues 1,160,129 Expenditures 1,887,632 Net from Operations (727,503) 4,582,868 4,263,342 319,526 - 245,376 245,376 3,127,400 3,126,300 (1,100) 4,582,868 4,263,342 319,526 1,455,468) (1,137,042) 318,426 a) Custom GIS work revenue sporadic b) YTD revenue is low in relation to budget, it is expected that budget projections will be met, as several large projects are expected to generate significant revenue later in the fiscal year ($200,000 Sunriver Aquatic Ctr, $50,000 La Pine biomass plant) c) City of Redmond receipts lag one month behind d) YTD business volume/revenue less than expected e) Grant payments received irregularly f) Savings due to resignation of CDD webmaster, who will not be replaced g) Includes $35,651 in time management payout to retired employee, to be made up by salary savings as position will remain unfilled h) Approximately $51,000 in consultant expense was paid in a lump sum and will be reimbursed through grant revenue ROAD Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date Year End Budget Actual Variance FY % Coll. % I ( Budget Projection I I Variance RESOURCES: Beg. Net Working Capital $3,430,429 $ 3,419,603 $ (10,826) 100% 100% $ 3,430,429 $ 3,419,603 $ (10,826) Revenues Mineral Lease Royalties 8,333 5,108 (3,225) 42% 26% a) 20,000 5,108 (14,892) Forest Receipts 932,083 - (932,083) 42% 0% b) 2,237,000 2,237,000 - State Miscellaneous 40,410 - (40,410) 42% 0% 96,984 96,984 - Motor Vehicle Revenue 4,166,667 3,538,563 (628,104) 42% 35% C) 10,000,000 9,850,000 (150,000) City of Bend 114,583 215,049 100,466 42% 78% d) 275,000 275,000 - City of Redmond 145,833 250,458 104,625 42% 72% d) 350,000 350,000 - City of Sisters 4,167 - (4,167) 42% 0% d) 10,000 10,000 - City of La Pine 4,167 - (4,167) 42% 0% d) 10,000 10,000 - Admin Recovery (SDC) - 717 717 42% n/a - 1,000 1,000 Miscellaneous 37,500 11,590 (25,910) 42% 13% 90,000 90,000 - Road Vacations 417 500 83 42% 50% 1,000 1,000 - Interest on Investments 16,667 9,729 (6,938) 42% 24% 40,000 40,000 - Other Bank/LGIP Interest - 61 61 42% n/a - 100 100 Parking Fees 375 - (375) 42% 0% 900 900 - Grants-Private - 2,434 2,434 42% n/a - 2,434 2,434 Interfund Contract 312,500 234 (312,266) 42% 0% e) 750,000 750,000 - Equipment Repairs 104,167 61,631 (42,536) 42% 25% 250,000 250,000 - Vehicle Repairs 37,500 - (37,500) 42% 0% 90,000 90,000 - LID Construction 4,167 - (4,167) 42% 0% e) 10,000 10,000 - Vegetation Management 14,583 - (14,583) 42% 0% e) 35,000 35,000 - Forester 10,417 - (10,417) 42% 0% e) 25,000 25,000 - Car Washes 1,250 1,428 178 42% 48% 3,000 3,000 - Car Rental 208 - (208) 42% 0% 500 500 - Sale of Equip & Material 251,458 182,860 (68,598) 42% 30% 603,500 603,500 - Total Revenues 6,207,452 4,280,362 (1,927,090) 42% 29% 14,897,884 14,736,526 (161,358) Trans In - Solid Waste 121,558 72,935 (48,623) 42% 25% 291,740 291,740 - Trans In - Transp SDC 83,333 50,000 (33,333) 42% 25% 200,000 200,000 - Trans In-Road Imp Res 5,017 - (5,017) 42% 0% 12,040 12,040 - TOTAL RESOURCES 9,847,789 7,822,900 (1,991,556) 42% 52% 18,832,093 18,659,909 (172,184) REQUIREMENTS: Exp. Expenditures Personal Services 2,397,070 2,240,788 156,282 42% 39% 5,752,967 5,752,967 - Materials and Services 3,946,260 4,207,812 (261,552) 42% 44% 9,471,023 9,471,023 - Capital Outlay 488,205 - 488,205 42% 0% 1,171,691 1,171,691 - Transfers Out 166,667 - 166,667 42% 0% 400,000 400,000 - Contingency 848,505 - 848,505 42% n/a 2,036,412 - 2,036,412 TOTAL REQUIREMENTS 7,846,707 6,448,600 1,398,107 42% 34% 18,832,093 16,795,681 2,036,412 NET(Resources - Requirements) 2,001,082 1,374,300 (593,449) - 1,864,228 1,864,228 a) Mineral lease payments discontinued under FY 2011 Continuing Resolution b) Annual payment-January 2011 c) Gas tax will increase by 25% ($.06/gal.) effective January 2011 (revised State estimate) d) Billed upon completion of work e) Payment to be received in June 2011 from Funds 326, 328, 329, & 340 ADULT PAROLE 6 PROBATION Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date Re~iised Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 616,371 $ 728,649 $ 112,278 100% 118% $ 616,371 $ 728,649 $ 112,278 Revenues DOC Measure 57 90,544 217,350 126,806 42% 100% a) 217,305 217,350 45 State Miscellaneous 1,792 - (1,792) 42% 0% b) 4,301 4,301 - Alternate Incarceration 12,883 30,918 18,035 42% 100% a) 30,918 30,918 - State Subsidy 5,417 6,653 1,236 42% 51% c) '13,000 13,000 - SB 1145 1,234,163 1,480,995 246,832 42% 50% d) 2,961,990 2,781,990 (180,000) Probation Work Crew Fees 15,833 8,071 (7,762) 42% 21% e) 38,000 20,613 (17,387) Miscellaneous 1,250 1,780 530 42% 59% 3,000 3,000 - Electronic Monitoring Fee 70,833 66,108 (4,725) 42% 39% 170,000 170,000 - Probation Superv. Fees 87,500 82,710 (4,790) 42% 39% 210,000 210,000 - Interest on Investments 3,750 4,397 647 42% 49% 9,000 9,000 - Interfund - Sheriff 20,833 20,833 - 42% 42% 50,000 50,000 - Crime Prevention Grant 20,833 12,500 (8,333) 42% 25% 50,000 50,000 - Total Revenues 1,565,631 1,932,315 366,684 42% 51% 3,757,514 3,560,172 (197,342) Transfers In-General Fund 47,930 47,930 - 42% 42% 115,029 115,029 - TOTAL RESOURCES 2,229,932 2,708,894 478,962 42% 60% 4,488,914 4,403,850 (85,064) REQUIREMENTS: Exp. Expenditures Personal Services 1,322,190 1,233,383 88,807 42% 39% 3,173,257 3,173,257 - Materials and Services 372,614 299,963 72,651 42% 34% 894,274 894,274 - Capital Outlay 42 - 42 42% 0% 100 - 100 Contingency 175,535 - 175,535 42% n/a 421,283 - 421,283 TOTAL REQUIREMENTS 1,870,381 1,533,346 337,035 42% 34% 4,488,914 4,067,531 421,383 NET (Resources - Requirements) 359,551 1,175,548 815,997 - 336,319 336,319 a) Annual payment received in July b) Payment from Parole Board for hearings not yet received c) Receive payments quarterly d) Anticipated funding cuts from Dept. of Corrections. Money above opt out e) Increase in fee waivers from court due to economic conditions COMM ON CHILDREN & FAMILIES Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date 1 Year End Budget Actual Variance FY % Coll. %1 Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 562,762 $ 635,340 $ 72,578 100% 113% $ 562,762 $ 635,340 $ 72,578 Revenues Federal Grants 94,354 123,538 29,184 42% 55% a) 226,450 400,167 173,717 Title IV - Family Sup/Pres 26,563 37,556 10,993 42% 59% 63,750 63,750 - HealthyStart Medicaid 39,583 26,212 (13,371) 42% 28% 95,000 95,000 - Level 7 Services 107,493 112,094 4,601 42% 43% 257,984 257,984 - State Prevention Funds 6,042 6,376 334 42% 44% b) 14,500 17,000 2,500 HealthyStart /R-S-G 128,718 134,805 6,087 42% 44% c) 308,924 263,596 (45,328) OCCF Grant 251,801 290,050 38,249 42% 48% c) 604,323 544,501 (59,822) Charges for Svcs-Misc 3,333 1,133 (2,200) 42% 14% 8,000 8,000 - Court Fines & Fees 31,250 33,156 1,906 42% 44% 75,000 78,000 3,000 Interest on Investments 8,333 2,494 (5,839) 42% 12% d) 20,000 8,000 (12,000) Grants-Private 2,083 - (2,083) 42% 0% e) 5,000 - (5,000) Donations - 157 157 42% n/a - 157 157 Miscellaneous 107,731 28,475 (79,256) 42% 11% f) 258,554 118,500 (140,054) Total Revenues 807,284 796,046 (11,238) 42% 41% 1,937,485 1,854,655 (82,830) Trans from General Fund 118,470 118,470 - 42% 42% 284,333 284,333 - Trans from GF-Other 10,417 6,250 (4,167) 42% 25% 25,000 25,000 - Total Transfers In 128,887 124,720 (4,167) 42% 40% 309,333 309,333 - TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 1,498,933 1,556,106 57,173 42% 55% Exp. 2,809,580 2,799,328 (10,252) 249,816 211,259 38,557 42% 35% 9) 599,559 543,424 56,135 750,570 479,325 271,245 42% 27% c) 1,801,367 1,831,739 (30,372) 42 - 42 42% 0% 100 - 100 170,231 - 170,231 42% n/a 408,554 - 408,554 TOTAL REQUIREMENTS 1,170,659 NET (Resources - Requirements) 690,584 480,075 42% 25% 328,274 865,522 537,248 2,809,580 2,375,163 434,417 - 424,165 424,165 a) Two additional Federal Grants will be received in FY 2011 b) FY 2011 Budget includes $8,374 which was received in FY 2010. Additional $14,500 grant received c) Governor's mandated State General Fund reductions in July & Sept 2010. Additional $19,900 grant received d) Interest revenue projected to be less than budgeted e) Youth conference donations will not be received f) LAUNCH grant will be reported in Public Health (Fund 259) $100,000 - SPF grant will not be received g) Personnel costs will be less than budgeted due to open positions SOLID WASTE Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date Budget Actual Variance FY % Coll. RESOURCES: Beg. Net Working Capital $ 392,509 $ 318,001 $ (74,508) 100% 81% $ 3912,509 $ 318,001 $ (74,508) Revenues Miscellaneous 11,667 10,135 (1,532) 42% 36% 2:8,000 22,000 (6,000) Franchise 3% Fees 83,333 13,943 (69,390) 42% 7% a) 200,000 200,000 - Commercial Disp. Fees 350,000 391,218 41,218 42% 47% 840,000 840,000 - Private Disposal Fees 547,500 618,828 71,328 42% 47% 1,314,000 1,314,000 - Franchise Disposal Fees 1,524,583 1,754,475 229,892 42% 48% 3,659,000 3,659,000 - Yard Debris 30,417 44,883 14,466 42% 61% b) Special Waste 10,417 40,981 30,564 42% 164% c) Interest 5,208 3,640 (1,568) 42% 29% Sale of Carbon Credits 33,333 - (33,333) 42% 0% d) Recyclables 8,333 19,502 11,169 42% 98% e) Total Revenues 2,604,791 2,897,605 292,814 42% 46% TOTAL RESOURCES Contingency Bucl et Pro'ection Variance REQUIREMENTS Expenditures Personal Services Materials and Services Debt Service Capital Outlay Transfers Out-Road Year End i'3,000 73,000 - :!5,000 50,000 25,000 '12,500 8,000 (4,500) 80,000 80,000 - :?0,000 35,000 15,000 6,2:11,500 6,281,000 29,500 6,644,009 6,599,001 (45,008) 2,997,300 3,215,606 218,306 42% 48% 666,716 673,755 (7,039) 1,194,095 1,022,412 171,683 404,194 401,732 2,462 49,167 46,139 3,028 121,558 72,935 48,623 332,607 - 332,607 Exp. 42% 42% 42% 42% 42% 42% 42% 36% f) 41% 39% g) 25% h) n/a TOTAL REQUIREMENTS 2,768,337 2,216,973 551,364 42% 33% NET (Resources - Requirements) 228,963 998,633 769,670 a) Franchise fees are received in April. Wilderness Garbage pays monthly b) Seasonal material - revenue will decrease in winter c) Bonneville Power did large clean-up of contaminated soil-unexpected revenue d) No market at this time e) Markets for recyclables varies throughout the year - usually declines in the winter f) Larger expenditures (i.e. grinding at $75,000) made intermittently during year g) Will be expended by December 31, 2010 h) Transfers made quarterly 1,600,118 1,600,118 - 2,8135,829 2,865,829 - 970,066 970,066 - 118,000 118,000 - 291,740 291,740 - 798,256 - 798,256 6,644,009 5,845,753 798,256 753,248 753,248 RISK MANAGEMENT Statement of Financial Operating Data Five Months Ended November 30, 2010 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 TOTAL RESOURCES Appropriations/Expenditures Direct Insurance Costs: GENERAL LIABILITY Settlement / Benefit Defense Professional Service Insurance Loss Prevention Repair/ Replacement Total General Liability PROPERTY DAMAGE Insurance Repair / Replacement Total Property Damage VEHICLE Professional Service Insurance Loss Prevention Repair/ Replacement Total Vehicle WORKERS' COMPENSATION Settlement / Benefit Professional Service Insurance Loss Prevention Miscellaneous Total Workers' Compensation UNEMPLOYMENT - Settlement/Benefits Total Direct Insurance Costs Insurance Administration: Personal Services Materials & Service Capital Outlay Total Insurance Administration Contingency TOTAL REQUIREMENTS NET Year to Date Year End Budget Actual Variance % of FY i% Coll. Budget Projection Variance $2,500,000 $2,374,541 ($125,460) 100% 95% 139,930 139,930 (0) 42% 42% 122,508 122,508 0 42% 42% 76,129 76,129 (0) 42% 42% 377,650 375,212 (2,438) 42% 41% 71,015 70,847 (168) 42% 42% 12,500 - (12,500) 42% 0% 8,333 16,608 8,275 42% 83% 625 700 75 42% 47% 833 - (833) 42% 0% 9,167 5,110 (4,057) 42% 23% 12,500 7,969 (4,531) 42% 27% 831,192 815,013 (16,179) 42% 41% 3,331,192 3,189,554 (141,638) 42% 71% Exp. $2,500,000 $2,374,541 ($125,460) 335,833 335,833 294,019 294,019 - 182,710 182,710 - 906,361 906,361 - 170,437 170,437 - 30,000 30,000 - 20,000 20,000 - 1,500 1,500 - 2,000 2,000 - 22,000 22,000 - 30,000 30,000 - 1,994,860 1,994,860 - 4,494,860 4,369,401 (125,460) 45,960 1,010 5,000 133,418 366 250 166,667 186,003 (19,336) 42% 47% 400,000 380,000 20,000 153,414 10,921 125,000 164,335 (39,335) 42% 55% 1,599 390 4,529 20,859 50,000 27,376 22,624 42% 23% 260,597 5,000 52,975 18,415 10,726 270,833 347,713 (76,879) 66,667 98,778 (32,111) 679,167 824,204 (145,038) 120,605 118,805 1,800 95,348 68,641 26,707 42 - 42 215,995 187,446 28,549 977,697 - 977,697 1,872,858 1,011,650 861,208 1,458,333 2,177,904 719,570 300,000 270,000 30,000 120,000 100,000 20,000 42% 53% 650,000 750,000 (100,000) 42% 62% 160,000 320,000 (1601000) 42% 51% 1,630,000 1,820,000 (190,000) 42% 41% 289,453 289,453 - 42% 30% 228,834 228,834 - 42% 0% 100 - 100 42% 36% 518,387 518,287 100 42% n/a 2,346,473 - 2,346,473 42% 23% 4,494,860 2,338,287 2,156,573 - 2,031,114 2,031,114 DESCHUTES COUNTY 911 Statement of Financial Operating Data Five Months Ended November 30, 2010 Year to Date Year End Budget Actual Variance % of FY % Coll. Budget Projection Variance RESOURCES: Beg. Net Working Capital $5,861,335 $ 6,691,945 $ 830,610 100% 114% $5,861,335 $6,691,945 $ 830,610 Revenues Property Taxes - Current 2,649,009 5,426,761 2,777,752 42% 85% a) 6,357,621 6,357,621 - Property Taxes - Prior 57,500 187,415 129,915 42% 136% 138,000 187,415 49,415 Federal Grants 197,500 - (197,500) 42% 0% b) 474,000 647,395 173,395 State Reimbursement 4,167 8,921 4,754 42% 89% 10,000 20,921 10,921 Telephone User Tax 229,167 216,782 (12,385) 42% 39% c) 550,000 550,000 - Data Network Reimb. 5,000 1,528 (3,472) 42% 13% d) 12,000 12,000 - Jefferson County 12,917 29,307 16,390 42% 95% 31,000 31,000 - User Fee 20,833 45,869 25,036 42% 92% e) 50,000 45,869 (4,131) COPS Reimbursements 12,500 - (12,500) 42% 0% d) 30,000 30,000 - Contract Payments 29,167 - (29,167) 42% 0% d) 70,000 70,000 - Miscellaneous 3,542 5,478 1,936 42% 64% 8,500 8,500 - Interest 16,667 19,932 3,265 42% 50% 40,000 40,000 - Interest on Unsegregated Tax 833 518 (315) 42% 26% _ 2,000 2,000 - Total Revenues 3,238,802 5,942,511 2,703,709 42% 76% 7,773,121 8,002,721 229,600 TOTAL RESOURCES 9,100,137 12,634,456 3,534,319 42% 93% 13,634,456 14,694,666 1,060,210 REQUIREMENTS: % Exp. Expenditures Personal Services 1,670,333 1,513,487 156,846 42% 38% 4,008,798 3,878,798 130,000 Materials and Services 635,060 547,224 87,836 42% 36% 1,524,144 1,524,144 - Capital Outlay 234,583 79,163 155,420 42% 14% 563,000 563,000 - Transfers Out 422,525 754,061 (331,536) 42% 74% f) 1,014,061 1,014,061 - Contingency 2,718,522 - 2,718,522 42% n/a 6,524,453 - 6,524,453 TOTAL REQUIREMENTS 5,681,023 2,893,935 2,787,088 42% 21% 13,634,456 6,980,003 6,654,453 NET (Resources - Requirements) 3,419,114 9,740,521 6,321,407 - 7,714,663 7,714,663 a) Approximately 85% of the year's property taxes are collected by November 30, 2010. b) Two grants 1) EOC - billed EOM $210,000 in December 2) CAD-to-CAD - billed EOM $79,163 in December c) Received quarterly (Nov, Feb, May and Aug) for fiscal year d) Yearly agency billings will be mailed out in December e) Crooked River Ranch paid annual fee f) Transfers made as requested. Transfer to New Facility Property Fund, $754,061, made 9/15/10 & Transfer to Reserve Fund, $260,000, will be made in 3rd Qtr Health Benefits Trust Statement of Financial Operating Data Five Months Ended November 30, 2010 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 Budget Actual Variance FY % Coll. $ 16,400,000 $ 16,988,140 $ 588,140 100% 104% 4,685,833 4,755,996 70,163 42% 42% a) 20,833 17,216 (3,617) 42% 34% 208,333 202,395 (5,938) 42% 40% 406,250 588,447 182,197 42% 60% 187,500 311,294 123,794 42% 69% - 46,718 46,718 42% n/a 41,667 54,243 12,576 42% 54% 5,550,417 5,976,310 425,893 42% 45% Revised Year End Budget Projection Variance $16,400,000 $16,988,140 588,140 11,246,000 11,403,534 157,534 50,000 40,000 (10,000) 500,000 485,000 (15,000) 975,000 1,125,000 150,000 450,000 560,000 110,000 - 46,718 46,718 100,000 130,000 30,000 13,321,000 13,790,252 469,252 TOTAL RESOURCES 21,950,417 22,964,450 1,014,033 92% 77% 29,721,000 30,778,391 1,057,391 REQUIREMENTS exp. °io Expenditures: Personal Services 53,867 51,117 2,750 42% 40% 129,280 129,280 - Materials & Services Claims Paid-Medical/Rx 5,187,581 4,675,327 512,254 42% 38% b) 12,450,194 11,050,772 1,399,422 Claims Paid-Dental/Vision 779,740 658,100 121,640 42% 35% b) 1,871,377 1,555,510 315,867 Refunds - (28,250) 28,250 42% n/a - (28,250) 28,250 Insurance Expense 137,500 140,762 (3,262) 42% 43% 330,000 330,000 - State Assessments 31,250 62,429 (31,179) 42% 83% 75,000 75,000 - Administration Fee 125,000 123,796 1,204 42% 41% 300,000 300,000 - PPO Fee 16,667 16,540 127 42% 41% 40,000 40,000 - Health Impact 21,250 21,165 85 42% 42% 51,000 51,000 - Workplace Clinic Healthstat 95,633 31,490 64,143 42% n/a 229,520 229,520 - Equipment 6,042 - 6,042 42% n/a 14,500 14,500 - Remodel 41,667 12,159 29,508 42% n/a 100,000 100,000 - Miscellaneous 31,417 406 31,010 42% n/a 75,400 75,400 - Other 62,975 18,300 44,675 42% 12% 151,141 151,141 - Total Materials & Services 6,536,722 5,732,225 804,497 42% 37% 15,688,132 13,944,593 1,743,539 Capital Outlay 100 - 100 42% 0% 100 - 100 Contingency 5,793,120 - 5,793,120 42% 0% 13,903,488 - 13,903,488 TOTAL REQUIREMENTS 12,383,808 5,783,342 6,600,467 42% 19% NET (Resources - Requirements) 9,566,608 17,181,108 7,614,500 29,721,000 14,073,873 15,647,127 - 16,704,518 16,704,518 a) Year End Projection is amount appropriated in operating departments' budgets. b) Projection based on annualizing 22 weeks of claims paid. YTD actual is an average of $241,144 per week. Deschutes County - Fair and Expo Center YTD-Budget Basis Commissioners Statement of Financial Operating Data Five Months Ended November 30, 2010 RESOURCES: Beg. Net Working Capital Receipts: Special Events Revenues Interest Storage Camping at F & E Horse Stall Rental Concession % - Food Rights (Signage, etc.) Interfund Contract Miscellaneous Total Receipts Transfers In General Fund (001) Room Tax (160) Welcome Center (170) Annual County Fair (619) Reserve Fund (617) Total Transfers In TOTAL RESOURCES REQUIREMENTS: Expenditures: Personal Services Materials and Services Debt Service Capital Outlay Total Expenditures Transfers Out - Reserve Fund Year to Date Year End Budget Actual Variance FY % Coll. % E3u d et Pro ection Variance $ 2,809 $ 6,590 $ 3,781 100% 235% $ 2,809 $ 6,590 $ 3,781 282,393 358,192 75,800 42% 53% a) 677,742 697,192 19,450 833 554 (280) 42% 28% 2,000 1,721 (279) 21,250 12,716 (8,535) 42% 25% b) 51,000 31,716 (19,284) 3,750 440 (3,310) 42% 5% 9,000 9,440 440 17,500 255 (17,245) 42% 1% 42,000 38,255 (3,745) 87,917 99,722 11,805 42% 47% a) 211,000 189,722 (21,279) 38,750 14,000 (24,750) 42% 15% 93,000 94,000 1,000 18,750 - (18,750) 42% 0% c) 45,000 45,000 - 1,839 12,303 10,464 42% n/a _ 4,414 16,179 11,765 472,982 498,182 25,200 42% 44% 1,135,156 1,123,225 (11,931) 82,466 82,466 - 42% 42% 197,919 197,919 - 10,364 10,364.25 - 42% 42% 24,873 24,873 - 33,334 33,334 - 42% 42% 80,000 80,000 - 96,347 100,000 3,653 42% 43% d) 231,232 175,000 (56,232) 42 - (42) 42% 0% 100 100 - 222,552 226,164 3,612 _ 534,124 477,892 (56,232) 698,343 730,936 32,593 42% 44% 1,672,089 1,607,707 (64,382) EXp. 388,289 371,861 16,427 42% 40% 931,893 915,465 16,428 198,619 233,122 (34,504) 42% 49% e) 476,685 525,189 (48,504) 48,151 72,061 (23,909) 42% 62% 115,563 115,563 1 42 - 42 42% 0% _ 100 - 100 635,100 677,044 (41,944) 1,524,241 1,556,217 (31,976) 4,167 10,000 (5,833) 42% 100% 10,000 10,000 - Contingency 57,437 - 57,437 42% n/a _ 137,848 - 137,848 TOTAL REQUIREMENTS 696,704 687,044 9,660 42% 41% 1,672,089 1,566,217 105,872 NET (Resources- Requirements) 1,639 43,892 42,252 - 41,490 41,490 a) Revenue unusually high in July and August due to BMW and FMCA events. b) Most storage activity begins in October. c) Interfund contract revenue is for park maintenance, from Fund 130 d) Cash flow from Fair 2010 is projected to be $57,000 less than budgeted e) Year to date amounts include costs associated with BMW and FMCA events and expenditures for HVAC repairs. 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'Eb tm U ) a) = N LO :3 cn -0 > -a cu CU cc > C.) 0 m - CO 0 Cl c 7 U O .L ` O O N c omvCD i- a'ca o C m N N 00 0 CU 'D .0 =3 o cn o c- m t:)) CA L- w•' a o v c .c E m c-0 m O~a Q .c CU 0 0) Cc a) -i5 F cct L) "Emo(Dmcc O o CL cc ) mm 3 3 0LLD ~0~2Ha02cACgc~ C) CN ~N M~~••cOcoI-000) cn *k *k *k *k *k *k ? *k *k *k *k 0 L L L L L L L L L L L L cn a 'a -2 '2 -aL L L L L -O V -a 72 -0L -C3 v r, L L L L L L L W -000 0000000000 - 0 0 N N O N N N O O O N F3 c c C C C C C C C c c c= > N C6 N w m N m m CO m CO N L L t L L t CU u) UUUUUUUUUU o Deschutes County Bethlehem Inn (Fund 128) Five Months Ended November 30, 2010 Year to Date Year End Budget Actual Variance FY % Coll. % Budget Projection Variance RESOURCES: Beg. Net Working Capital $ (2,725,000) $ (2,722,510) $ 2,490 100% 100% $ (2,725,000) $ (2,722,510) $ 2,490 Revenues Grants - Private 1,192,083 - (1,192,083) 42% 0% 2,861,000 - (2,861,000) Total Revenues 1,192,083 - (1,192,083) 42% 0% 2,861,000 - (2,861,000) TOTAL RESOURCES (1,532,917) (2,722,510) (1,189,593) 42% -2002% 136,000 (2,722,510) (2,858,510) REQUIREMENTS: Exp. Expenditures Debt Service: Negative Interest Revenue 15,000 9,065 5,935 42% 25% 36,000 36,000 - Interest Payment 41,667 - 41,667 42% 0% a) 100,000 - 100,000 TOTAL REQUIREMENTS 56,667 9,065 47,602 42% 7% 136,000 - 100,000 NET (Resources - Requirements) (1,589,583) (2,731,575) (1,141,992) a) November 2010 interest expense - $1,371.03 b) Recap of expenditures - inception through November, 2010 Land/Building (Amertitle) - July 2007 $ 2,241,313 Hickman Williams 17,578 City of Bend - May 2008 250,000 KN EX CO 5,289 Kleinfelder 3,732 Total expended on facility 2,517,913 Interest on Negative Cash Balance 213,662 Total expended $ 2,731,575 b) - (2,722,510) (2,758,510) Engineering Contract G. Friesen Associates, Inc. Original Contract Change Orders: Change Order #1 (Note a) Change Order #2 Change Order #3 Total Contract Amount Paid Through June 30, 2010 July 1, 2010 through November 30, 2010 Balance Due Construction Contract M A DeAtley Construction Inc Original Contract Change Orders: Change Order #1 Change Order #2 Change Order #3 Change Order #4 Change Order #5 Change Order #6 Change Order #7 (not likely to occur) Change Order #8 Change Order #9 Change Order #10 Change Order #11 Change Order #12 Change Order #13 Change Order #14 Total Contract Amount Paid Through June 30, 2010 July 1, 2010 through November 30, 2010 Balance Due Deschutes County - Solid Waste Area A Closure and Cell 5 Construction As of November 30, 2010 DEQ requirement for gas detection LFG well field management SOPS Storm sewer realignment, drainage, Area A thickness Meet CEC requirements, increase to electrical panel, Storm sewer realignment due to refuse encountered Revise valve vaults for improved efficiencies Add'I cover material from what will be Cell 6 Environmental controls building, pump station bulkheads Adjustment to pipe alignment to increase slope Additional rock to be set aside for future needs Manhole covers below grade to meet Road Dept requirements Modular Block Wall instead of MSE Wall Upgrade of cables (pump and leachate) Leachate Line connection from Cell 5 to Cells 3 & 4 Additional cover material due to settling Well modification, flow meter less LFG vaults Total of Engineering and Construction Contracts: Original Contracts Change Orders Total Contract Amount Paid Through June 30, 2010 July 1, 2010 through November 30, 2010 Balance Due "Area A" "Cell 5" Landfill SW Capital Closure Fund Projects Fund 611 613 Total 241,869.00 182,516.00 424,385.00 19,656.00 19,656.00 21,500.00 21,500.00 34,316.00 33,431.00 67,747.00 317,341.00 215,947.00 533,288.00 254,413.43 153,904.43 408,317.86 54,348.56 53,684.83 108,033.39 8,579.01 8,357.74 16,936.75 2,097,140.50 3,290,779.98 5,387,920.48 - 45,095.00 45,095.00 14,302.54 - 14,302.54 24,885.69 - 24,885.69 152,500.00 152,500.00 305,000.00 - 148,958.89 148,958.89 1,332.00 - 1,332.00 - 225,000.00 225,000.00 2,486.98 - 2,486.98 - 5,167.76 5,167.76 - 3,200.00 3,200.00 6,354.75 6,354.75 26,000.00 - 26,000.00 5,350.00 5,350.00 2,323,997.71 3,877,056.38 6,201,054.09 1,707,132.00 2,054,537.51 3,761,669.51 316,813.18 1,413,843.52 1,730,656.70 300,052.53 408,675.35 708,727.88 2,339,009.50 3,473,295.98 5,812,305.48 302,329.21 619,707.40 922,036.61 2,641,338.71 4,093,003.38 6,734,342.09 1,961,545.43 2,208,441.94 4,169,987.37 371,161.74 1,467,528.35 1,838,,690.09 308,631.54 417,033.09 725,664.63 -.4.. 3 1 Deschutes County Summary - Expenditures Compared to FY 2011 Budget FY 2011 Appropriations - M&S and Capital Outlay Expended to date in FY 2011 Remaining Appropriation Balance Due on Contracts Remaining Appropriation after contracts paid in full FY 2011 Expenditures for other activities Remaining Appropriation after Contracts/Other "Area A" "Cell 5" Landfill SW Capital Closure Projects Fund Fund 611 613 Total [88,000 1,b36,(i;56 :3,323,wb 371,162 1,467,528 1,838,690 413,838 1,071,110 1,484,948 308,632 417,033 725;665 105,207 654,077 759,283 32,210 428,649 460,859 72,997 225,427 298,424 Additional Appropriation in Contingency and Reserve for Future Expenditures 306,221 551,196 857,417 Deschutes County General Support Services - BOCC Conference/Seminar, Education/Training and Travel Expenditures and BOCC - County College Expenditures FY 2011 BOCC Conference & Travel Jul Aug Sep Oct Nov YTD Total Tammy Baney Conf/Sem & Educ/Trainin 9 I _ ~ - 305 ' ~ 45 - i 350 Travel Meals 20 - - - j 20 Accommodations Mileage reimbursement - 77 240 L - ! 429 255 - - 506 495 Ground Transport/Parking Total Baney ; - 337 - ! 989 45 ! 1,371 Dennis Luke - j Conf/Sem & Educ/Training - - j - 305 - 305 Travel Meals Accommodations - 56 77 37 76 25 506 j 74 85 193 744 Mileage reimbursement - 282 178 190 j 211 860 Ground Transport/Parking - 17 - - - 17 Total Luke - 432 292 1 1,025 370 2,119 Alan Unger T Conf/Sem & Educ/Training - 305 45 350 Travel Meals 198 - 198 Accommodations - - ! - 1,41 - 1,414 Airfare Mileage reimbursement Ground Transport/Parking 1,133 - - - - -I - - - - 372 - 2 - - _ r__ - 1,133 372 29 Total Unger 1,133 - - 2,317 45 3,495 Tony DeBone j Conf/Sem & Educ/Training - ! - - j - 350 350 Accommodations - - - 536 - 536 Total Other - - j - 536 350 886 Total - BOCC Department j Conf/Sem & Educ/Training - - - 610 395 1,355 Travel Meals - 76 1 37 25 74 j 411 Accommodations - 154 76 ` 1,470 85 3,199 Airfare - - - - - 1,133 Mileage Reimbursement 522 178 445 211 1,727 Ground Transport - 17 - - - 46 Total - BOCC Department - 769 2 2,550 765 7,871 FY 2011 Budget 19,600 Percent of FY 2011 Budget Expended 40.2% i ! BOCC County College Public Information i 1,874 i 1,874 Office/Copier Supplies Meeting Supplies - - - - 33 295 _ 65 52 930 828 150 2,053 - - 2,202 j 995 i 880 I 4,077 12/13/2010