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2015-521-Minutes for Meeting November 23,2015 Recorded 12/17/2015 DESCHUTES CLERK CJ Lai COMMISSIONERS' JOURNAL 12/17/2015 03;44;38 PM lily Jill II UII IIIIIIIII III 2 U L 0 WO. 0 f/4- Deschutes County Board of Commissioners 1300 NW Wall St., Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org MINUTES OF WORK SESSION DESCHUTES COUNTY BOARD OF COMMISSIONERS MONDAY, NOVEMBER 23, 2015 Present were Commissioners Anthony DeBone and Alan Unger; Commissioner Tammy Baney was unable to attend. Also present were Toni Anderson, County Administrator; Erik Kropp, Deputy County Administrator; David Doyle, County Counsel; Judith Ure, Administration; Whitney Malkin, Communications; Wayne Lowry, Finance; Peter Russell, Paul Blikstad and Peter Gutowsky, Community Development; and twelve other citizens. Chair DeBone opened the meeting at 1:30 p.m. 1. Update from Community Solutions of Central Oregon (formerly Central Oregon Mediation). Jim Ruff, Vice President, explained what the group has been doing for the past year. (He presented a PowerPoint presentation at this time,) Their name has been changed from Central Oregon Mediation to Community Solutions of Central Oregon. This better fits the facilitation and education components of what they actually do. Gary Winterstein is the new Executive Director as of September. He said he was with a financial institution on southern California and prior to that in Seattle and also a Marine. Cyndy Cook and Connie Lee, and. Marvin May are board members that were also present. Minutes of Board of Commissioners' Work Session Monday,November 23,2015 Page 1 of 7 Mr. Ruff gave an overview of the services they offer to a wide variety of citizens. First quarter, they handled 63 mediation/facilitation cases and served 134 people or organizations. This can include working with the courts, landlords, mobile home parks, and other situations. They are now able to do this work in a variety of locations that are more convenient for the public, and sometimes in evenings when people are off work. Some of the current trends are an educational role in restorative justice; post- disaster facilitation efforts; and mediation to non-traditional groups. Commissioner Unger asked about their budget. Mr. Ruff said it would be about $94,000 for the year, with one director and the rest being volunteers. They are funded by Deschutes County and the Oregon Office of Community Dispute Resolution, and the City of Bend. The rest comes from fees. It is a little over $200 for three hours, about the same as what Justice Court pays. There are some other sources for funding from other agencies. He feels they have capacity to do more. Cyndy Cook added that they have a sliding scale, and no one is turned away. The cost is for both parties to participate. Commissioner Unger asked if they need help with what they are doing. Mr. Ruff stated that they have advised Justice Court that more time can be added if necessary. 2. Finance Update. Wayne Lowry said the portfolio has jumped up, due to tax collections. The corporate limit will be exceeded for a couple of months. They are getting 98 basis points on their investments, and the average has increased. The investment pool balance is over the limit, and will be that way short- term while tax funds are distributed. Tax collections are doing well, usually peaking during the first couple of weeks of November. About 80% of this goes to other taxing jurisdictions. Department will start showing expenditures more clearly in a month or two. Commissioner Unger asked about taxes on cooperatives. Mr. Lowry said these have special rules through the State. Minutes of Board of Commissioners' Work Session Monday,November 23,2015 Page 2 of 7 li FTE vacancies are at 61, with most in 911, law enforcement, Health and a few others. Community Development is far above last year's numbers, with a 25% increase. Road received motor vehicle taxes, which is usually flat but will be ahead this year with more driving taking place. Solid Waste is ahead of last year by about 10%. Under capital projects, the campus improvements fund has one outstanding project, which is the connection between buildings in the court campus. Remodel projects total about $1.5 million. In September, the refinance of some debt was authorized, and the selection process is complete. The bank option is best, with fewer expenses attached than the open market. The savings will be about $380,000 over life. They are still working with two potential vendors for the HR/Finance program, narrowing down to the best price. Audio recording began at this point,for the land use issues to be discussed. 3. Overview of Type 2 Limited Use Permit Application (Cooper). Commissioner Unger asked about agri-tourism. Nick Lelack said there are three types but they all involve agricultural uses. Peter Gutowsky stated that there is a lengthy staff report so the various issues could be addressed. The goal was to show how uses have evolved. There are significant questions the Board will need to address. Regarding whether the primary use was a farm use, the Hearings Officer says `no'. Most income is derived from events. If farm use is primary, the question is what the gross farm income is. This has to do with the trees on site. Commissioner Unger asked if they are looking at the income level or the time factor. Mr. Gutowsky stated they could look at it from the size of the property to the income generated. None has been challenged yet at LUBA. Minutes of Board of Commissioners' Work Session Monday, November 23,2015 Page 3 of 7 The Hearing Officer based it on income and how tree sales were substantiated. Hay grown on the property is a farm use. The question is whether there is a connection between harvesting the trees on site and the events, and how the trees are used. Chair DeBone asked if it has to do with just weddings or other gatherings as well. Mr. Lelack explained agri-tourism has to do with just the farm; and the other could include weddings or other events that are incidental and subordinate to farm use, or supportive of agriculture. State law does not define any of it and other entities have not had to deal with it yet. Mr. Gutowsky referred to the two matrixes; first, in conjunction with farm use and whether it is economically connected with the farm use. Matrix #2 is the decision-making tree. There are seven questions to address to get to a decision. At the Hearings Officer's hearing, the applicant provided income information. The Board can use this or not. Two applications were issued permits in error on this, as the income information was not considered. They show several years of low income at this property. The Board can determine if this is substantial. Chair DeBone asked if they can consider other issues. Mr. Gutowsky stated they can look at the record to clarify any questions. Commissioner Unger said he is struggling with the process as well. He asked about the time committed to farming versus commercial events. Some feel that the events make farming more successful. Mr. Anderson said staff will have to write findings and will need clear-cut opinions from the Commissioners. Commissioner Unger asked about Matrix #2, with a sliding scale based on the record. This could change each year. He asked if reporting will be required. Mr. Gutowsky said a limited use permit is for two years. After that point, the applicant can change the pricing for the next two years. It involves another land use decision. Minutes of Board of Commissioners' Work Session Monday,November 23,2015 Page 4 of 7 Income criteria was started with the Downs decision, which said that incidental and subordinate was anything less than 50%, but with it not exceeding 40% of the farm income. The Hearings Officer found that tree sales were not related to the farm income, so it would all have to be from hay. This would allow them to qualify for only two weddings. If the Board finds that tree sales are part of this and are connected to the weddings, it increases the number of weddings to three or four. Additional evidence has been submitted by the applicant. Chair DeBone wants to consider how it applies overall for the County. Mr. Gutowsky said that this will set precedence. Commissioner Unger said this allow them to determine the criteria for incidental and subordinate. Mr. Gutowsky said that some are large farming operations and it is very clear there was substantial income from farming. This relates to what the primary use of the land is, farming or incidental. Commissioner Unger asked if it is different whether the owner farms it or contracts out the work. Mr. Gutowsky said the Coopers do some of the farming. Commissioner Unger is troubled by the income test. Staff will check on this aspect. Mr. Anderson said it is a mistake to link the two together. Mr. Gutowsky stated that the limited use permit allows them to have a stage and other amenities. They are not required to spend the night. The permit has limited hours. Mr. Anderson said he is thinking more of the noise, traffic impacts and other issues that might be a problem for the neighbors. Mr. Gutowsky said that the tree sales and farm use are the primary issues to address before dealing with other policy questions. Mr. Lelack said approval can be limited by the Board. The applicants could come back in two years with a record that is stronger Commissioner Unger said the Downs were going to make something out of hay. This one has to do with trees as a backdrop. Mr. Gutowsky stated that it needs to be physically connected to the event. A pastoral setting is not enough. They also had evidence of the events being connected with the sale of farm products. Some have followed the agri-tourism path. Minutes of Board of Commissioners' Work Session Monday,November 23,2015 Page 5 of 7 4. Overview of Ordinance No. 2015-031, a Text Amendment regarding Standards for Destination Resorts (Eagle Crest). Mr. Gutowsky said this relates to an updated recording process for reservations for rooms and a third-party management service. He asked how much time the applicants might be allowed to discuss this on November 30. He included their PowerPoint presentation from the Planning Commission's hearing to provide additional information to the Board at this point. The Planning Commission recommended approval. One question is the viability of using a central registration system, which the applicants support, as do some State agencies. Other might not feel the same. After about a year, the concept as proposed materialized, and staff feels it is reasonable. The applicant reached out to LCDC, who did not oppose it. The burden of proof is on the applicant. Chair DeBone feels that the entire issue could be addressed in one hour. The applicant has agreed to keep their time down if there is not a lot of other testimony that is allowed to go too long. He will manage this as well as possible. 5. Overview of Code Enforcement Text Amendment Ordinance. Peter Russell said that applications would be accepted but not acted upon in certain situations, if someone is out of compliance. They have not heard of any opposition. A stakeholders' group met to review this about a year ago. This is a new chapter to address this item, plus changes to a different part of code. There is an exception process noted as well. Much of this is to address public health and safety. Commissioner Unger asked about continuing litigation and delays for that reason. Mr. Russell said it would have to do with a specific and valid code violation. They want to avoid having a new property owner being surprised by a previous code violation. Mr. Lelack noted that this is a tool to be used when necessary, but does not expect it to be an issue very often. Mr. Anderson asked if it involves a building permit for a use that is permitted outright. It seems to be a blanket prohibition. Staff will investigate this. Mr. Russell said not everything that is permitted requires County land use approval. This could pose an internal conflict. Minutes of Board of Commissioners' Work Session Monday, November 23,2015 Page 6 of 7 6. Other Items. Regarding the Riley Ranch decision, Mr. Lelack said that staff wants to know whether the bridge should be considered as a structure. Commissioner Baney does not feel this requires review. It is still in the appeal period, but thus far, there are no appeals. Commissioner Unger does not feel this is necessary at this point, either. Chair DeBone asked about changes to the noise ordinances regarding animals. It does not define the length of time or other specific issues. Mr. Anderson said the Sheriff's Office does the enforcement and it has worked well for a long time. It would take a lot more officer's time if they had to verify specific times. This appears to be a neighbor dispute. Perhaps they could benefit from mitigation services. Mr. Lelack said the Planning Commissioner is deliberating the marijuana businesses opt out issue tonight, and should come up with recommendations for the Board. 7. Adjourn. Being no further items discussed, the meeting adjourned at 3:25 p.m. DATED this Day of 2015 for the Deschutes County Board of Commissioners. Anthony DeBone, Chair Alan Unger, Vice Chair ATTEST: Jdikit± Tammy Baney, Commissioner Recording Secretary Minutes of Board of Commissioners' Work Session Monday, November 23, 2015 Page 7 of 7 0 ist4f01111.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.orrg WORK SESSION AGENDA DESCHUTES COUNTY BOARD OF COMMISSIONERS 1:30 P.M., MONDAY, NOVEMBER 23, 2015 Pursuant to ORS 192.640, this agenda includes a list of the principal subjects anticipated to be considered or discussed at the meeting. This notice does not limit the ability of the Board to address additional subjects. Meetings are subject to cancellation without notice. This meeting is open to the public and interested citizens are invited to attend. Work Sessions allow for the Board to discuss items in a less formal setting. Citizen comment is not allowed, although it may be permitted at the Board's discretion. If allowed, citizen comments regarding matters that are or have been the subject of a public hearing process will NOT be included in the official record of that hearing. Work Sessions are not normally video or audio recorded, but written minutes are taken for the record. 1. Update from Community Solutions of Central Oregon (formerly Central Oregon Mediation) — Gary Winterstein, Executive Director, Cyndy Cook, Board President; and Jim Ruff, Vice President 2. Finance Update — Wayne Lowry 3. Overview of Type 2 Limited Use Permit Application (Cooper) —Peter Gutowsky 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 encourages persons with disabilities to participate in all programs and activities. To request this information in an alternate format please call(541)330-4640,or email anna.johnson(a.deschutes.orq. Board of Commissioners' Work Session Agenda Monday,November 23, 2015 Page 1 of 2 4. Overview of Ordinance No. 2015-031, a Text Amendment regarding Standards for Destination Resorts (Eagle Crest) —Peter Gutowsky 5. Overview of Code Enforcement Text Amendment Ordinance —Peter Russell 6. Other Items These can be any items not included on the agenda that the Commissioners wish to discuss as part of the meeting, pursuant to ORS 192.640. At any time during the 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; ORS 192.660(2)0),personnel issues; or other executive session categories. Executive sessions are closed to the public; however, with few exceptions and under specific guidelines, are open to the media. 7. Adjourn 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. /f you have questions regarding a meeting,please call 388-6572. Deschutes County encourages persons with disabilities to participate in all programs and activities. To request this information in an alternate format please call(541)330-4640, or email anna.lohnson(a�deschutes.orq. 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F- m tl ' •7 co O 6] N _ D h c7 M d' c co co O = CO * M ,— N err r E 4,;))) C o N H ,- U ° > (#) N `Y N Q m CD 0. ,,; o 0 � T2 c) 0_ \ . � cu CI Ill I- 1°a N F N Q 15 7 H 0 U°G ro i' 2'E ,2- a.), u) -8 °- co O F-- D L1) .�1 E-- Q m Deschutes County Investments Portfolio Management -Portfolio Details-Investments October 31.2015 Purchase Maturity Days To Ratings Coupon Par Market Book Call CUSIP Security Broker Date Date Maturity Moodys S8P Rate YTM 365 Value Value Value Date 88059EGU2 Tennessee Valley Authority CASTLE 12/4/2014 11/1/2015 1 0 434 0.447 418000 418.000 418000 - - .0000 .275 c --_. 17275RAC6 Cisco Systems Inc CASTLE 212712014 2/292016 113 AA- Al 5 500 0.550 174,000 176728 176,638 3133734F6 Federal Home Loan Bank CASTLE 5/2/2014 4/15/2016 166 AA+ Aaa 0.772 0.600 650000 650 130 650,506 - - 120022332 Lewis&Clark Bank 12/6/2014 616/2016 220 1 000 1014 240,000 240,000 240,000 - - 949746QU8 Wells Fargo Corporate Note VINISP 212012014 6/152016 227 A+ A2 3 676 C 750 1 000,000 1018 580 1 018 014. 949746QU8 Wells Fargo Corporate Note CASTLE 102/2014 6115/2016 227 A- A2 3 676 0.870 1,000000 1018,580 1,017,295 - - 949746QU8 Wells Fargo Corporate Note CASTLE 121192014 6115'2016 227 A* A2 3 676 0.860 1,000,000 1018,580 1017 371 - - 686053CF4 Oregon School Boards Assoc CASTLE 3712014 6,'302016 242 A+ Aa2 0 000 0.999 3,000,000 2,993,340 2980,417 - - 686053CF4 Oregon School Boards Assoc CASTLE 6/2312015 930/2016 242 AA- Aa2 0.605 0.609 1400,000 1,396892 1,394887_ 31359YBY2 Federal National Mtg Assn CASTLE 101612014 715/2016 257 0.354 0.365 1,693,000 1,686,380 1 688 727 - - 88059EMP6 Tennessee Valley Authority CASTLE 10/29/2014 715/2016 257 0490 0.507 2000.000 1,990,800 1993001 - - 7800BTLB8 Royal Bank of Canada CASTLE 11/2612014 82012016 262 AA- Aa3 2.300 0 800 1,630 000 1 649,120 1 647,434 - - 94974BFL9 Wails Fargo Corporate Note DA DAV 12/9/2014 720/2016 262 A+ 42 1.250 0 834 1,000 000 1 004 340 1 002,969 - 9128284X1 U.S.Treasury MBS 6/1912014 7131/2016 273 AA- Aaa 1500 0.548 1,000 000 1008,200. 1007063 31359YL34 Federal National Mtg Assn PJ 31512014 9182016 319 AA+ Aaa 0 778 0.812 672,000 669198 667,365 90521APH5 MUFG Union Bank 0000 MBS 3/11/2015 926.2016 330 A+ A2 1 500 1.113 1800,000 1808208 1,805,967 8/262016 90521APH5 MUFG Union Bank CASTLE 3i1712015 902672016 330 A+ A2 1 500 1.085 775 000 778,534 777.872 8/26/2016 072031AC1 Bay Area Water Supply CASTLE 6/22/2015 10/1/2016 335 AA Aa2 0.854 0.800 1 000000 1 003,090 1 000,489 Water - - 736754MC3 City of Portland Water PJ 6/12/2015 10/12016 335 Aal 5.000 0.580 940 000 960 570 978.057 - -9__.- 2 0000 _ 69114QAE8 Toronto Dominion Bank CASTLE 518/2015 10/19/2016 353 AA- Aal 2.375 0.820 1,800,000 1 827882 1826835 - - 3133EEBU3 Federal Farm Credit Bank PJ 12/10/2014 11014,'2016 37.9 AA+ Aaa 0.600 0.648 2,000 000 2.001680 999011 06050TLR7 Bank of Americo-Corporate CASTLE 51132014 11/74,'2016 379 A Al 1.125 1050 1000,000 1002,410 1,000,762 3133ECWV2 _Federal Farm Credit Bank CASTLE 12/17/2013 12712016 402 AA+ Aaa 0.875 0.722 2100000 2.108,988 2 103 645 - - 06406HCA5 Bank of New York Mellon Corp CASTLE 4/232014 11712017 408 A+ Aa2 2.100 1.067 1,800 000 2,032,060 1 803,762 0641590A1 Bank of Nova Scotia CASTLE 619/2014 12r p '1720P 443 A+ Al 2.400 1 067 2000,000 2,(132,060 2 031 725 77/18/2016 1 0000-. _ - 91 28 28 5 0 5 U.S.Treasury CASTLE 1/162014 1/31/2017 457 AA+ Aaa 0.875 0844 2,000.000 2,008880 2,000771 - - 742651DN9 Private Expt Fdg PJ 11/20112014 2/15,2017 472 A- 1 375 0.799 3,000,000 3 015,060 3 022 030 - - 00.00 742657 DN9 Private Expt Fdg CASTLE 6112 2015 015.2017 472 A- Aaa 1 375 0.941 1 "00,000 1 105 522 1,106 094 064159DZ6 Bank of Nova Scotia CASTLE 5,'1'2014 3117'2017 502 A+ Aa2 0 800 0.906 1 000,000 997 740 998,564 31732016 0000. . -__ 0000 -0000 3130A40V7 Federal Home Loan Bank CASTLE 8127/2015 3124.'2017 509 AA+ Aaa 0.840 0.808 750,000 751,230 750 259 3124R01fi 984135AB9 Berkshire Hathaway Inc CASTLE 4!1012015 4/12017 517 AA Aa2 5150 1.060 370,000 389,347 391158 - - 0000 984135AB9 Berkshire Hathaway Inc CASTLE 6126/2015 411%2017 517 AA Aa2 5150 1.201 1.000,000 1,052290 1,055,176 0000_ _Hato. .. TL_. _._. 984735AB9 Berkshire Hathaway Inc l CASTLE 8172015 4/1/2017 517 AA Aa2 5 1.100 1,875,000 1973.044 1981282_ 912828550 U.S Treasury WE 1/172014 4/30/2017 546 AAA Aaa 0 875 0 950 2.000,000 2,007 480 1,997 794 - 91159HHD5 US Bancorp CASTLE 4123/2015 5/182017 561 A+ Al 1.650 0.882 7.000,000 1,008 620 1 011 518 4115/2017 1 612- 0000 00__00 00- 961214CH4 Westpac CASTLE 4,'7/2015 5/19/2017 565 AA- Aa2 1.200 1061 2.000,000 2,001,200 2004247. — 0000. 00.00 _ , 0000_ WASH FED CD Washington Federal CD 5120'2015 5/222017 568 0 900 0.913 200,000 200,000 200,000 0000 - 0000. . ,0000 3136FPYB7 Federal National Mtg Assn VINISP 2/7'2014 5/23/2077 569 AA+ Aaa 2050 0.885 1 460,000 1,488,674 1,486,103 MOOS k pa'rogint14010,4000110100irp C431,4.,WA 5 117 572 0.720 0300 -8610040¢ (6008200: C .,18 313 1$" , taa MlSP4601.44et9td6170 - CASIO: 5/76165'017 538 M+ As 0.750 0.750 2$21 tt 0 6&ti50 2, ' 31359MEL3 Federal National Mtg Assn CASTLE 12232013 612017 578 AA+ Aaa 1061 1.115 1,000,000 987,680 982,959 31359MEL37 Fetleral National Mtg Assn CASTLE 1/24/2014 6/1/2017 578 AA- Aaa 1 081 1.136 1,050,000 1,037,064 1,031,773 - - 4_ .00.00 31771 0 5 9 7 FICO Strip CASTLE 121912014 6/6!2017 583 Aaa 1 079 1.065 1,028,000 1,014,366 9 1,011,035 - .0000. 0000_— .0000 0000. 29270CYZ2 Bonneville Power Administration CASTLE 4242014 7'112017 608 AA- Aa' 1 197 1.171 670.000 669,833 670291 - _.-0000. 0000 _.. 0000.. .0000 _ 84247PHS3 Southern CA Public Power AUtho CASTLE 6/17/2014 7'1/2017 608 AA- 1.145 1.180 1,000,000 997,590 999,424'. - -___0000 00.00 3137EADV8 Federal Home Loan Mtg Corp MBS 9292015 1412017 621 Aaa 0 750 0.787 1,000000 1,000,060 999 375 3135GOZF3 Federal National Mtg Assn VINISP 4/62015 7282017 635 AA+ Aaa 1070 0.865 2,000,000 2008760 2005295 7/282016 gy Inc 8385XAL0 XTO Energy In CASTLE 6/1820'5 9.7/2017 639 AAA Aaa 5.250 1.180 2000 000 2,179,060 2 174 701 - - _ 0500_ _.... 005158VE7 Ada Count'SD PJ 6/1/2015 8/1512017 653 AA+ Aal 9000 0.930 1 000,000 1,038,170 1 036,556 3004. .0000___. --0000 0000.. 3130A62S5 Federal Home Loan Bank CASTLE 224120/5 8,28/2017 566 Aaa 0750 0.858 ?,000,000 999,770 998,048 - - __. _.Loan .864 0000__ 3134G75P7 Federal Home Loan Mtg Corp CASTLE 8.131/2015 4,'2912017 667 AA+ Aaa D 850 0 864 1,750.000 1,751,908 1 749,712 2/29/2016 .00 00. a y00.00 - .. 5 - 912828TM2 U.S.Treasury CASTLE 9/10'2014 8,'3112017 669 AAA Aaa 0.625 1061 1000.000 998,420 992,755 - 9.00 - — 00.00 9128281M2 U.S.Treasury CASTLE 21192 83�%20"' 669 AAA Aaa 0625 092^ nnn nnn 99n,42n 994,6fl3 0000_0000_ 313383JB8 Federal Home Loan Bank VINISP 12/262013 927/2017 696 AA+ Aaa 1000 1.250 1,000 000 1005.430 995,359 00 .00_ . 0000.- 0000_ 912828PA2 U.S.Treasury CASTLE 9/10/2015 99020?7 699 AAA Aaa 1.875 0.803 2 000 000 2.043,020 2 040,575 31771411R5 FICO Shpt CASTLE -1042272015 10/8/2017 105 0.751 . 0.781 2.000;000 1,964,300 1,670,5-77,'..:.- - 31771 KAD90 FICO Strip DA DAV 1910/2014 11/30/2017 760 Aaa 1 205 1.267 2,000 000 1.958,060 1.949,109 88059FAZ4 Tennessee Authority CASTLE 11212014 52/15'2017 775 AA+ 1.205 1.268 1059.000 1033,129 1031,520 0000.. _.. 961214BZ5 Westpac CASTLE 3/512015 1/12/2018 803 AA- Aa2 1.600 1490 2000.000 2004,840 2004704 - - _ _. 00 .00. 0000 31771 EAL5 FICO Strip CASTLE 2124/2015 2/812018 830 1.252 1.378 1260.000 1.226,779 1.223,616 - 1 720,101.001_ 0000 31771 EAL5 FICO Stop CASTLE 21252015 21&2018 830 1 1 740,000 718546 06050TLY6 Bank of America-Corporate CASTLE 5014;2015 3126//2018 876 A Al 1.650 1.570 2.000 000 1 996,760 2 003,755 00 00 00 00__- 06050TLY6 Bank of America CASTLE 5/2112015 3/2612018 876 A Al 1650 1540 1000.000 998,380 1,002,571 68607VG665 Oregon State Lottery DA DAV 6112'2015 4%"/2018 882 AAA Aa2 5.000 1.120 610,000 672,684 666,142 0000 08466413E0 Berkshire Hathaway Inc CASTLE 914/2015 5/15/2018 926 AA+ Aa2 5.400 1590 1,107,000 1216,272 1211379 98385XAP1 XTO Energy Inc CASTLE 814:2015 605/2018 957 AAA Aaa 5.500 1500 1,000 000 1 103,540 1 102,274 - - _0000. ...0000 0 0 904121 NCO Umatilla School District PJ 517/2015 6/152018 957 AA, 1.430 1.430 750,000 752,108 750,000 H _. 0000 0000_. 939307HF4 Hillsboro SO Pension Bonds PJ 3/30/2015 613012018 972 Aa3 1.732 1.650 985,000 995,549 987.075 9126286636 1/S:Treewry CASTLE 1030/20.15.1073172018 1085 AAA Aaa 1.250 1006 1;000,000 1.005,700: 1,003174 • - 3136016B0 Federal National Mtg Assn VINISP 1/2112014 12/27/2018 1152 AA+ Aaa 0750 1.820 1,000,000 1.000,090 961.31012/27/2015 0000 0000. 912828A75 U.S.Treasury CASTLE 6182015 12x31/2018 1156 AAA Aaa 1.500 1.324 1 1 005 000,000 1 011,900 ,410 13063GKL3 C78p0014181 DA DAY 10/213/2015 571/2019 1277 AA- Aa3 2.250' . 1.360 1,080.000 1E1-3,050 1,090445 - - 1308304/65 . C kb't OA DAY 10/2372015 5/172019 1277 AA- Aa3 2.250 1.340 1000,000 1.013E50 1,03664`4' ' '.. 57510078 Local Govt Investment Pool _ 0.540 0.540 51,695110 51 695,110 51695,110 0000 SY510084 Bank of the Cascades _ 0540 0.540 5.833,757 5,833,757 5,833.757 Total 156,046,866 156,887,137 156,803,800 Memorandum Date: November 16, 2015 To: Board of County Commissioners Tom Anderson, County Administrator From: Wayne Lowry, Finance Director \ t" RE: Monthly Financial Reports Attached please find October 2015 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), Early Learning Hub (370), Solid Waste (610), Insurance Fund (670), 9-1-1 (705), Health Benefits Trust(675), Fair & Expo Center (618), and Justice Court (123). 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 I July 1, 2015 through October 31,2015(33.3% FY 2015 of Fiscal Year) FY 2016 %of Actual Actual Budget _ Budget Projected Variance Revenues Property Taxes-Current 23,196,345 3,863,339 16% a) 24,090,700 24,090,700 - Property Taxes-Prior 647,334 231,876 46% 500,000 500,000 - Other General Revenues 2,324,928 1,349,778 53% b) 2,552,960 2,552,960 - Assessor 819,454 473,466 60% c) 795,202 795,202 - County Clerk 1,650,844 564,304 37% c) 1,534,420 1,534,420 - BOPTA 13,342 7,199 65% c) 11,154 11,154 - District Attorney 299,095 28,990 16% 182,612 182,612 - Tax Office 219,175 115,653 60% 192,379 192,379 - Veterans 104,568 - 0% d) 70,900 70,900 - Property Management 90,113 5,000 7% 75,000 75,000 - Total Revenues 29,365,198 6,639,605 22% 30,005,327 30,005,327 - Expenditures Assessor 3,697,588 1,302,251 32% 4,125,299 4,125,299 - County Clerk 1,372,852 407,623 25% 1,624,716 1,624,716 - BOPTA 60,320 22,831 35% 65,634 65,634 - District Attorney 5,375,308 1,812,705 29% 6,146,851 6,146,851 - Tax Office 778,075 260,855 30% 865,513 865,513 - Veterans 330,582 108,250 28% 388,779 388,779 - Property Management 264,768 98,429 34% 293,574 293,574 - Non-Departmental 1,130,753 338,837 29% 1,163,643 1,163,643 - Total Expenditures 13,010,247 4,351,781 30% 14,674,009 14,674,009 - Transfers Out 14,947,204 5,595,087 36% 15,537,408 15,537,408 - Total Exp&Transfers 27,957,452 9,946,869 33% 30,211,417 30,211,417 - Change in Fund Balance 1,407,746 (3,307,264) (206,090) (206,090) - Beginning Fund Balance 8,381,199 9,788,945 113% 8,630,800 9,788,945 1,158,145 Ending Fund Balance $ 9,788,945 $ 6,481,681 $8,424,710 $9,582,855 $1,158,145 a) Current year taxes received beginning in October b) One time payments received to date. PILT$500,000 and Tax on Electric Co-op$504,399 c) A&T Grant. First quarter received in July, second quarter received in October d) First quarter payment will be received in November Page 1 COMM JUSTICE-JUVENILE , Statement of Financial Operating Data July 1, 2015 through October 31,2015(33.3% FY 2015 of Fiscal Year) FY 2016 %of Actual Actual I Budget Budget Projected Variance Revenues OYA Basic& Diversion 364,153 125,559 33% a) 382,817 382,817 - State Grant 109,588 - 0% b) 91,379 91,379 - Inmate/Prisoner Housing 89,850 31,500 57% c) 55,000 65,000 10,000 Jail Funding HB#2712 36,226 9,057 25% a) 36,568 36,568 - Food Subsidy 18,394 5,619 23% d) 24,000 24,000 - Interfund Grant-Gen Fund 20,000 5,000 25% a) 20,000 20,000 - Interest on Investments 9,751 3,798 54% 7,000 7,000 - Leases 7,694 4,075 57% e) 7,200 25,595 18,395 SB#1065-Court Assess. 24,768 8,990 53% 17,000 17,000 - Contract Payments 9,032 3,457 58% f) 6,000 8,000 2,000 Case Supervision Fee 8,192 2,610 44% 6,000 6,000 - Federal Grants 1,205 - N/A - - - Miscellaneous 1,434 520 55% 950 950 - Total Revenues 700,288 200,184 31% 653,914 684,309 30,395 Expenditures Personnel Services 4,994,826 1,655,552 31% 5,319,157 5,319,157 - Materials and Services 1,007,504 405,966 35% 1,153,324 1,153,324 - Capital Outlay - - 0% 100 - 100 Transfers Out-Veh Reserve 3,660 915 25% 3,660 3,660 - Total Expenditures 6,005,990 2,062,433 32% 6,476,241 6,476,141 100 Revenues less Expenditures (5,305,702) (1,862,249) (5,822,327) (5,791,832) 30,495 Transfers In-General Fund 5,368,346 1,821,532 33% 5,464,591 5,464,591 Change in Fund Balance 62,644 (40,717) (357,736) (327,241) 30,495 Beginning Fund Balance 1,244,605 1,307,249 103% 1,271,324 1,307,249 35,925 Ending Fund Balance $ 1,307,249 $ 1,266,532 $ 913,588 $ 980,008 $ 66,420 a) Payments received quarterly b)Qtr 1 has been invoiced. Expect payment in November c) Projection increased due to YTD revenue and changes in other regional detention capacity d) Monthly reimbursement based on detention population number trends; October payment not yet received e)Additional office space rented to Rimrock Trails ATS and detention facility space to J Bar J not included in FY 16 budget f) More than anticipated number of contract payment community service projects Page 2 SHERIFF-Consolidated Statement of Financial Operating Data July 1,2015 through October 31, 2015(33.3%of FY 2015 Fiscal Year) FY 2016 % of Actual Actual Budget Budget Projected Variance Revenues(Funds 701 &702) Law Enf Dist Countywide 21,412,103 4,228,481 18% 23,138,385 23,229,592 91,207 Law Enf Dist Rural 13,071,716 3,725,495 28% 13,467,486 13,553,006 85,520 Total Revenues 34,483,818 7,953,976 22% 36,605,871 36,782,598 176,727 Expenditures(Fund 255) Personnel 27,982,132 9,346,646 33% a) 29,213,507 29,210,869 2,638 Materials&Services 6,331,777 1,856,159 31% b) 6,705,637 6,663,446 42,191 Capital Outlay 613,587 603,859 20% c) 868,231 1,036,221 (167,990) Transfers Out 455,031 - 37% 271,616 271,616 - Total Expenditures 35,382,528 11,806,664 32% 37,058,991 37,182,152 (123,161) Revenues less Expenditures (898,709) (3,852,688) (453,120) (399,554) 53,566 DC Comm Systems Reserve 200,000 - 0% 200,000 200,000 - Transfer to Reserve Funds 200,000 - 0% 200,000 200,000 - Change in Fund Balance (1,298,709) (3,852,688) (853,120) (799,554) 53,566 Beginning Fund Balance 9,208,207 7,909,497 111% 7,153,040 7,909,497 756,457 $ 7,909,497 $4,056,809 6,299,920 7,109,943 810,023 a) Less than budgeted Personnel expenditures due to unfilled positions b) New contract for maintenance of metal detector exceeds amount budgeted I Capital Outlay of 55 000 for Alive Lock Risk Watches and $86 000 for roof remodel. Purchase of c)Additiona Cap y $55,000 , snowmobiles exceeds amount budgeted Page 3-A SHERIFF-Fund 255 Statement of Financial Operating Data July 1,2015 through October 31, 2015 (33.3%of Fiscal FY 2015 Year) FY 2016 %of Actual Actual Budget Budget Projected Variance Revenues(Fund 255) Law Enf Dist Countywide 22,630,194 7,483,038 27% 27,574,824 23,954,657 3,620,167 Law Enf Dist Rural 12,752,334 4,323,627 27% 15,784,087 13,227,495 2,556,592 Total Revenues 35,382,528 11,806,664 27% 43,358,911 37,182,152 6,176,759 Expenditures(Fund 255) Sheriffs Services 2,528,782 978,964 33% 2,942,625 2,942,625 - Civil/Special Units 1,216,848 378,289 31% 1,205,467 1,205,467 - Automotive/Communications 1,857,297 395,418 20% 1,934,375 1,934,375 - Investigations/Evidence 1,604,049 647,248 37% 1,751,548 1,751,548 - Patrol 8,409,091 2,983,867 34% a) 8,814,658 8,754,158 60,500 Records 770,148 203,745 26% 775,751 748,120 27,631 Adult Jail 15,338,956 4,956,098 31% b) 16,035,619 16,208,408 (172,789) Court Security 356,041 86,991 28% c) 311,175 335,034 (23,859) Emergency Services 373,205 121,579 55% 220,485 217,539 2,946 Special Services 1,587,532 591,622 37% d) 1,590,250 1,607,840 (17,590) Training 501,561 147,132 26% 576,528 576,528 - Other Law Enforcement Svcs 766,206 284,607 35% 807,198 807,198 - Non-Departmental 72,813 31,104 33% 93,312 93,312 - Total Expenditures 35,382,528 11,806,664 32% 37,058,991 37,182,152 (123,161) Revenues less Expenditures $ - - $ 6,299,920 $ - $ 6,299,920 a) Less than budgeted Personnel expenditures due to unfilled positions b)Additional Capital Outlay of$55,000 for Alive Lock Risk Watches and $86,000 for roof remodel. Additional overtime expenditures are partially offset by unfilled positions c) Unplanned retiree health insurance not included in FY 16 Budget. New contract for maintenance of metal detector exceeds amount budgeted d) Purchase of snowmobiles exceeds amount budgeted Page 3-B SHERIFF-Expenditure Detail Statement of Financial Operating Data . July 1,2015 through October 31,2015 (33.3%of Fiscal FY 2015 Year) FY 2016 of Actual Actual Budget Budget Projected Variance Expenditures Sheriffs Services Personnel 1,444,896 505,514 34% 1,473,213 1,473,213 - Materials&Services 1,083,885 465,024 33% 1,390,412 1,390,412 - Capital Outlay - 8,425 11% 79,000 79,000 - Total Sheriffs Services 2,528,782 978,964 33% 2,942,625 2,942,625 - Civil/Special Units Personnel 1,086,462 354,094 33% 1,089,450 1,089,450 - Materials&Services 130,386 17,648 16% 109,469 109,469 - Capital Outlay - 6,548 100% 6,548 6,548 - Total Civil/Special Units 1,216,848 378,289 31% 1,205,467 1,205,467 - Automotive/Commu nications Personnel 404,038 143,257 33% 429,293 429,293 - Materials&Services 1,445,359 223,886 15% 1,476,782 1,476,782 - Capital Outlay 7,900 28,275 100% 28,300 28,300 - Total Automotive/Communications 1,857,297 395,418 20% 1,934,375 1,934,375 - I nvestigations/Evidence Personnel 1,441,261 520,620 34% 1,528,335 1,528,335 - Materials&Services 162,788 64,959 40% 160,613 160,613 - Capital Outlay - 61,670 99% 62,600 62,600 - Total Investigations/Evidence 1,604,049 647,248 37% 1,751,548 1,751,548 - Patrol Personnel 7,476,400 2,457,252 31% 7,824,291 7,763,791 60,500 Materials&Services 587,630 261,271 42% 625,432 625,432 - Capital Outlay 345,060 265,344 73% 364,935 364,935 - Total Patrol 8,409,091 2,983,867 34% 8,814,658 8,754,158 60,500 Records Personnel 666,056 190,202 29% 663,829 636,198 27,631 Materials&Services 104,092 13,543 12% 111,922 111,922 - Total Records 770,148 203,745 26% 775,751 748,120 27,631 Adult Jail Personnel 12,681,941 4,212,060 32% 13,363,913 13,433,893 (69,980) Materials&Services 2,138,807 661,182 30% 2,227,142 2,203,551 23,591 Capital Outlay 63,177 82,856 48% 172,948 299,348 (126,400) Transfer Out-Jail(D/S&Cap Proj) 455,031 - 0% 271,616 271,616 - Total Adult Jail 15,338,956 4,956,098 31% 16,035,619 16,208,408 (172,789) Court Security Personnel 318,888 83,318 28% 301,472 319,931 (18,459) Materials&Services 8,989 3,672 38% 9,703 15,103 (5,400) Capital Outlay 28,165 - N/A - - - Total Court Security 356,041 86,991 28% 311,175 335,034 (23,859) Emergency Services Personnel 144,725 49,535 31% 160,660 157,714 2,946 Materials&Services 228,481 9,270 45% 20,625 20,625 Capital Outlay - 62,774 160% 39,200 39,200 - Total Emergency Services 373,205 121,579 55% 220,485 217,539 2,946 Special Services Personnel 1,223,523 458,393 37% 1,235,676 1,235,676 - Materials&Services 207,027 50,901 21% 246,074 222,074 24,000 Capital Outlay 156,982 82,328 76% 108,500 150,090 (41,590) Total Special Services 1,587,532 591,622 37% 1,590,250 1,607,840 (17,590) Training Personnel 418,013 131,501 31% 430,076 430,076 - Materials&Services 83,548 15,631 11% 146,452 146,452 - Total Training 501,561 147,132 26% 576,528 576,528 - Other Law Enforcement Services Personnel 675,931 240,900 34% 713,299 713,299 - Materials&Services 77,972 38,069 43% 97,699 87,699 - Capital Outlay 12,303 5,638 91% 6,200 6,200 - Total Other Law Enforcement Svcs 766,206 284,607 35% 807,198 807,198 - Non-Departmental Materials&Services 72,813 31,104 33% 93,312 93,312 - Total Non-Departmental 72,813 31,104 33% 93,312 93,312 - Total Expenditures $35,382,528 $11,806,664 32% $37,058,991 $37,182,152 $(123,161) rage 4 LED#1 -Countywide • Statement of Financial Operating Data July 1,2015 through October 31,2015(33.3%of FY 2015 Fiscal Year) FY 2016 %of Actual Actual Budget Budget Projected Variance Revenues Tax Revenues-Current 17,663,115 3,383,121 17% a) 19,688,313 19,688,313 - Tax Revenues-Prior 482,620 171,087 38% 451,000 451,000 - SB 1145 1,629,017 407,254 23% 1,733,117 1,733,117 - Sheriff Fees 324,105 61,720 25% 250,000 250,000 - Concealed Handgun License 160,721 50,800 34% 150,000 150,000 - Jail Funding HB 3194 107,805 - 0% 107,806 107,806 - Jail Funding HB 2712 36,226 9,057 25% 36,224 36,224 - State Grant 308,843 - 0% b) 85,370 110,023 24,653 Prisoner Housing 292,157 32,196 15% 220,000 220,000 - Inmate Telephone Fee 45,803 11,809 34% 35,000 35,000 - Federal Grants 10,072 - N/A - - - Work Center Work Crews 42,049 19,262 39% 50,000 50,000 - Contracts with Des County 98,466 38,531 33% c) 118,225 172,775 54,550 Inmate Commissary Fees 40,159 11,183 37% 30,000 30,000 - Interest 60,388 6,043 15% 40,000 40,000 - Donations-"Shop with a Cop" 43,417 260 0% 66,058 66,058 - Miscellaneous 67,140 26,160 34% d) 77,272 89,276 12,004 Total Operating Revenues 21,412,103 4,228,481 18% 23,138,385 23,229,592 91,207 EXPENDITURES&TRANSFERS DC Sheriffs Office 22,630,194 7,483,038 27% 27,574,824 23,954,657 3,620,167 DC Comm Systems Reserve 80,000 - 0% 80,000 80,000 - Transfer to Reserve Fund 100,000 - 0% 100,000 100,000 - Total Expenditures 22,810,194 7,483,038 27% 27,754,824 24,134,657 3,620,167 Change in Fund Balance (1,398,091) (3,254,557) (4,616,439) (905,065) 3,711,374 Beginning Fund Balance 6,133,909 4,735,818 103% 4,616,439 4,735,818 119,379 Ending Fund Balance $ 4,735,818 $ 1,481,262 $ - $ 3,830,753 $ 3,830,753 a) Current year taxes received beginning in October b) Grant award amount exceeds budgeted amount c) Increase in funding from State for Court Security d) Sale of snowmobile Page 5 LED#2-Rural 702 Statement of Financial Operating Data July 1,2015 through October 31, 2015 FY 2015 (33.3%of Fiscal Year) FY 2016 • To Ot' Actual Actual Budget Budget Projected Variance Revenues 1 Tax Revenues-Current 8,420,326 1,500,482 17% a) 8,783,959 8,783,959 - Tax Revenues- Prior 235,019 82,354 38% 216,000 216,000 - Des Cty Transient Room Tax 3,071,719 1,822,720 58% 3,151,787 3,151,787 - City of Sisters 523,010 181,310 33% 543,930 543,930 - Marine Board License Fee 112,383 - 0% b) 130,000 146,189 16,189 State Grant 113,239 7,500 7% b) 108,000 117,450 9,450 Court Fines& Fees 140,939 32,381 25% 130,000 130,000 - Contracts with Des County 121,772 41,440 33% 125,810 125,810 - US Forest Service 78,910 16,830 22% 76,500 76,500 - School Districts 70,028 - 0% c) 55,000 80,000 25,000 1 Federal Grants 54,497 1,481 7% b) 20,000 38,695 18,695 Bureau of Reclamation 10,365 - 0% b) 27,000 40,000 13,000 Interest 31,697 7,019 33% 21,000 21,000 - SB#1065 Court Assessment 24,768 8,990 37% 24,000 24,000 - Federal Grants-BLM 770 - N/A - - - Donations&Grants- Private 17,030 830 N/A - - - Miscellaneous 45,242 22,157 41% d) 54,500 57,686 3,186 Total Revenues 13,071,716 3,725,495 28% 13,467,486 13,553,006 85,520 EXPENDITURES&TRANSFERS DC Sheriffs Office 12,752,334 4,323,627 27% 15,784,087 13,227,495 2,556,592 DC Comm Systems Reserve 120,000 - 0% 120,000 120,000 - Transfer to Reserve Fund 100,000 - 0% 100,000 100,000 - Total Expenditures 12,972,334 4,323,627 27% 16,004,087 13,447,495 2,556,592 Change in Fund Balance 99,381 (598,132) (2,536,601) 105,511 2,642,112 Beginning Fund Balance 3,074,297 3,173,679 125% 2,536,601 3,173,679 637,078 Ending Fund Balance $ 3,173,679 $ 2,575,547 $ - $ 3,279,190 $ 3,279,190 a) Current year taxes received beginning in October b) Grant awards exceed budgeted amount c) School district contracted for additional hours for School Resource Deputy d) Sale of snowmobile Page 6 PUBLIC HEALTH Statement of Financial Operating Data u , I roug October 31,2015(33.3%of FY 2015 Fiscal Year) FY 2016 Actual Actual %of Budget Budget Projected Variance Revenues State Grant 3,373,900 839,219 29% 2,865,932 3,031,900 165,968 Environmental Health-Lic Fac 818,627 50,691 6% a) 802,450 802,450 - OMAP 945,490 245,743 24% 1,023,650 1,023,650 - Family Planning Exp Proj 236,714 49,778 20% 250,000 250,000 - Interfund Grants&Contract 64,233 266,627 417% b) 64,000 266,627 202,627 Grants (Intergvt, Pvt, & Local) 264,205 5,800 N/A - 5,800 5,800 Patient Insurance Fees 138,130 53,783 30% 181,200 181,200 - State Miscellaneous 163,008 - 0% 150,000 150,000 - Federal Payments 141,606 69,013 24% c) 292,085 316,861 24,776 Vital Records-Death 132,975 36,185 36% 100,000 100,000 - Health Dept/Patient Fees 46,588 12,732 30% 41,800 41,800 - Contract Payments 16,629 1,544 N/A - 1,544 1,544 Vital Records-Birth 37,520 18,050 45% 40,000 40,000 - Child Dev&Rehab Center 31,720 (0) 0% 30,759 30,759 - Interest on Investments 15,422 5,486 39% 13,900 13,900 - Grants& Donations 36,035 19,395 210% 9,229 20,157 10,928 Miscellaneous 32,519 300 50% 600 600 - Total Revenues 6,495,321 1,674,346 29% 5,865,605 6,277,248 411,643 Expenditures Personnel Services 6,541,186 2,121,302 31% 6,833,680 6,833,680 - Materials and Services 2,279,520 552,176 25% d) 2,200,072 2,398,762 (198,690) Capital Outlay 49,701 3,469 107% e) 3,241 3,469 (228) Transfers Out 164,640 29,410 25% 117,640 117,640 - Total Expenditures 9,035,047 2,706,356 30% 9,154,633 9,353,551 (198,918) Revenues less Expenditures (2,539,726) (1,032,011) (3,289,028) (3,076,303) 212,725 Transfers In-General Fund 2,701,475 900,492 33% 2,701,475 2,701,475 - Transfers In-PH Res Fund - 14,681 25% 58,723 58,723 - Transfers In-Gen. Fund Other 65,100 16,275 25% 65,100 65,100 - Total Transfers In 2,766,575 931,448 33% 2,825,298 2,825,298 - Change in Fund Balance 226,849 (100,563) (463,730) (251,005) 212,725 Beginning Fund Balance 1,552,578 1,779,427 99% 1,789,387 1,779,427 (9,960) Ending Fund Balance $ 1,779,427 $ 1,678,865 $1,325,657 $ 1,528,422 $202,765 a) Majority of fees are due annually and collected in December&January b) Revenue carried over from FY 2015 c) Received quarterly, in arrears d) Materials&Services increased to reflect amended grants and contracts. Appropriation will be increased as necessary e)Appropriation will be increased before year end Page 7 BEHAVIORAL HEALTH Statement of Financial Operating Data July 1,2015 through October 31, 2015(33.3% FY 2015 of Fiscal Year) FY 2016 %of Actual Actual Budget Budget Projected Variance Revenues Administrative Fee 11,294,979 487,839 24% 2,005,307 2,005,307 - State Grants 7,730,968 2,767,236 33% 8,313,630 8,289,730 (23,900) OHP Capitation 488,538 2,536,414 21% 11,807,181 11,807,181 - Federal Grants 195,048 - 0% a) 201,879 201,697 (182) Patient Fees 211,392 57,669 34% 171,268 171,268 - Title 19 333,886 91,978 38% 241,768 241,768 - Liquor Revenue 145,536 40,833 27% 151,000 151,000 - Divorce Filing Fees 128,477 131,689 94% 140,600 140,600 - InterFund Contract-Gen Fund 127,000 - 0% a) 127,000 127,000 - Interest on Investments 37,054 11,580 39% 30,000 30,000 - Rentals 11,612 4,125 22% 18,800 18,800 - Marriage Licenses 6,385 3,425 53% 6,500 10,000 3,500 Local Grants 504,926 157,592 99% 158,967 316,859 157,892 State Miscellaneous 32,200 8,010 36% 22,000 22,000 - Miscellaneous 60,534 1,479 1479% 100 1,479 1,379 Total Revenues 21,308,536 6,299,869 27% 23,396,000 23,534,689 138,689 Expenditures Personnel Services 14,366,806 5,090,169 30% 17,234,305 17,224,842 9,463 Materials and Services 7,007,968 1,637,501 20% b) 8,291,472 8,303,650 (12,178) Capital Outlay 181,976 8,094 4% 207,500 207,500 - Transfers Out 204,900 82,025 25% 328,100 328,100 - Total Expenditures 21,761,651 6,817,790 26% 26,061,377 26,064,092 (2,715) Revenues less Expenditures (453,115) (517,920) (2,665,377) (2,529,403) 135,974 Transfers In-General Fund 1,377,302 459,100 33% 1,377,302 1,377,302 - Transfers In-Acute Care Svcs 187,594 56,288 33% 168,864 168,864 - Total Transfers In 1,564,896 515,388 33% 1,546,166 1,546,166 - Change in Fund Balance 1,111,781 (2,532) (1,119,211) (983,237) 135,974 Beginning Fund Balance 2,924,742 4,036,523 104% 3,893,237 4,036,523 143,286 Ending Fund Balance $4,036,523 $ 4,033,991 $ 2,774,026 $3,053,286 $ 279,260 a) Received quarterly, in arrears b) Materials&Services increased to reflect amended grants and contracts. Appropriation will be increased as necessary Page 8 COMMUNITY DEVELOPMENT Statement of Financial Operating Data July 1,2015 through October 31, 2015(33.3% of FY 2015 Fiscal Year) FY 2016 %of Actual Actual Budget Budget Projected Variance Revenues Admin-Operations 59,024 28,297 53% 53,494 53,494 - Admin-GIS 2,110 102 4% 2,500 2,500 - Admin-Code Enforcement 306,480 124,873 39% 322,913 322,913 - Building Safety 2,122,894 887,703 41% 2,152,073 2,152,073 - Electrical 447,721 205,040 44% 467,770 467,770 - Contract Services 358,815 152,590 55% 276,500 276,500 - Env Health-On Site Prog 497,039 205,359 43% 475,170 475,170 - Planning-Current 1,230,486 477,751 45% 1,069,975 1,069,975 - Planning-Long Range 604,808 280,775 40% 694,249 694,249 - Total Revenues 5,629,377 2,362,489 43% 5,514,644 5,514,644 - Expenditures Admin-Operations 1,461,189 585,565 36% 1,638,933 1,638,933 - Admin-GIS 125,463 45,937 35% 132,305 132,305 - Admin-Code Enforcement 286,288 97,746 31% 319,679 319,679 - Building Safety 777,738 234,115 26% 915,194 915,194 - Electrical 225,462 99,436 35% 286,145 286,145 - Contract Services 270,206 106,287 33% 326,249 326,249 - Env Health-On Site Pgm 233,477 105,455 31% 338,956 338,956 - Planning-Current 792,256 313,292 33% 949,095 949,095 - Planning-Long Range 557,991 192,818 32% 596,343 596,343 - Transfers Out(D/S Fund) 173,673 - 0% 164,225 164,225 - Total Expenditures 4,903,745 1,780,650 31% 5,667,124 5,667,124 - Revenues less Expenditures 725,633 581,839 (152,480) (152,480) - Transfers In/Out In: General Fund-UR Planning 166,770 33,012 33% 99,039 99,039 - Out:A&T Reserve (90,360) - N/A - - - Out:CDD Reserve Funds (687,470) - 0% (1,037,652) (1,037,652) - Net Transfers In/Out (611,060) 33,012 -4% (938,613) (938,613) - Change in Fund Balance 114,573 614,851 (1,091,093) (1,091,093) - Beginning Fund Balance 2,037,201 2,151,773 134% 1,600,000 2,151,773 551,773 Ending Fund Balance $2,151,773 $2,766,624 $ 508,907 $ 1,060,680_$ 551,773 Page 9 ROAD Statement of Financial Operating Data I July 1,2015 through October 31, 2015(33.3% FY 2015 of Fiscal Year) FY 2016 Actual Actual % of Budget Budget Projected Variance Revenues Motor Vehicle Revenue 11,526,928 4,264,499 37% a) 11,440,000 12,347,228 907,228 Forest Receipts 1,215,021 - 0% 1,250,000 1,250,000 - Federal-PILT Payment 1,250,809 1,203,216 96% 1,250,000 1,203,216 (46,784) Other Inter-fund Services 911,160 88,150 9% 947,925 947,925 - Cities-Bend/Red/Sis/LaPine 664,062 5,200 1% 902,000 902,000 - State Miscellaneous 602,237 603,572 100% 603,572 603,572 - Sale of Equip&Material 312,452 21,388 8% 278,500 278,500 - Assessment Payments(P&I) 159,692 40,460 25% 160,000 160,000 - Mineral Lease Royalties 174,922 20,209 10% 200,000 200,000 - Interest on Investments 77,547 35,466 89% 40,000 40,000 - Miscellaneous 55,109 15,333 42% 36,500 36,500 - Total Revenues 16,949,938 6,297,493 37% 17,108,497 17,968,941 860,444 Expenditures Personnel Services 5,539,866 1,907,582 33% 5,704,814 5,704,814 - Materials and Services 8,565,242 3,452,800 32% b) 10,846,101 9,346,101 1,500,000 Debt Service 106,554 - N/A - - - Capital Outlay 1,764,850 341,469 4% c) 8,503,257 2,600,000 5,903,257 Transfers Out 600,000 - 0% 600,000 600,000 - Total Expenditures 16,576,513 5,701,851 22% 25,654,172 18,250,915 7,403,257 Revenues less Expenditures 373,426 595,642 (8,545,675) (281,974) 8,263,701 Trans In -Solid Waste 298,156 81,635 25% 326,539 326,539 - Trans In -Transp SDC 1,000,000 - 0% 1,000,000 1,000,000 Trans In-Road Imp Res 12,388 - N/A - Total Transfers In 1,310,544 81,635 6% 1,326,539 1,326,539 - Change in Fund Balance 1,683,970 677,277 (7,219,136) 1,044,565 8,263,701 Beginning Fund Balance 10,022,703 11,706,673 126% 9,298,470 11,706,673 2,408,203 Ending Fund Balance $ 11,706,673 $12,383,949 $ 2,079,334 $12,751,237 $10,671,903 a) Revenue projection per ODOT(increased fuel sales/economy related) b) Overlay reserve, $1.5 million, not projected to be expended in FY 2016 c) Budget includes$5.9 million of CIP reserves. Not projected to be expended in FY 2016 Page 10 ADULT PAROLE&PROBATION , Statement of Financial Operating Data • July 1,2015 through October 31, 2015(33.3%of FY 2015 Fiscal Year) FY 2016 % of Actual Actual Budget Budget Projected Variance Revenues SB 1145 3,025,316 756,329 23% a) 3,218,647 3,650,000 431,353 DOC Measure 57 217,845 234,316 102% b) 230,660 234,316 3,656 Electronic Monitoring Fee 212,894 54,329 24% c) 225,000 225,000 - Probation Superv. Fees 220,081 68,695 33% 210,000 210,000 - Interfund -Sheriff 50,000 16,668 33% 50,000 50,000 - Crime Prevention Grant 50,000 12,500 25% d) 50,000 50,000 - CFC-Domestic Violence 52,612 11,684 25% d) 46,736 46,736 - State Subsidy 14,960 3,740 24% 15,610 15,610 - Alternate Incarceration 31,775 - 0% e) 20,035 20,035 - Interest on Investments 9,550 3,021 43% 7,000 7,000 - Probation Work Crew Fees 10,191 3,012 50% 6,000 6,000 - State Miscellaneous 4,142 - 0% e) 4,300 4,300 - Leases 1,600 - 0% f) 1,500 1,500 - Claims Reimbursement 8,096 - N/A - - - Justice Reinvest HB3194 - - 0% g) 472,026 759,000 286,974 Miscellaneous 835 270 54% 500 500 - Total Revenues 3,909,897 1,164,564 26% 4,558,014 5,279,997 721,983 Expenditures Personnel Services 3,581,700 1,194,543 31% 3,890,276 3,890,276 - Materials and Services 1,047,720 389,301 30% 1,304,248 1,304,248 - Transfer to Veh Maint - 5,184 25% 20,736 20,736 - Capital Outlay - - 0% 100 100 - Total Expenditures 4,629,420 1,589,028 30% 5,215,360 5,215,360 - Revenues less Expenditures (719,522) (424,464) (657,346) 64,637 721,983 Transfers In-General Fund 451,189 150,396 33% 451,189 451,189 - Change in Fund Balance (268,333) (274,068) 0 (206,157) 515,826 721,983 Beginning Fund Balance 1,131,982 863,649 130% 662,516 863,649 201,133 Ending Fund Balance $ 863,649 $ 589,581 $ 456,359 $ 1,379,475 $923,116 a)Additional funds awarded post budget adoption. Quarterly payment expected in November b)Annual payment received in October. c)Quarter 1 less than budgeted. If trend continues, projection will be reduced d) Payments received quarterly e) Reimbursement for special population/services. Not yet invoiced f) Per-use lease agreement with Portland State University. No use July-September g)Additional funds awarded post budget adoption. Quarterly payment expected in late December Page 11 EARLY LEARNING HUB • Statement of Financial Operating Data July 1, 2015 through October 31, 2015(33.3% FY 2015 of Fiscal Year) FY 2016 Actual Actual %of Budget_ Budget Projected Variance Revenues Federal Grants 224,752 50,297 24% 213,382 215,985 2,603 HealthyStart Medicaid 66,759 16,961 N/A a) - 16,961 16,961 State Grant 105,326 - 0% 105,326 105,326 - HealthyStart/R-S-G 296,573 5,930 N/A - 5,930 5,930 Miscellaneous 5,291 - 0% 2,000 2,000 - Court Fines& Fees 77,086 79,014 103% 77,086 79,014 1,928 Interest on Investments 2,487 1,093 46% 2,400 2,400 - Private Grant 715 3,285 N/A - 3,285 3,285 Interfund Grants 7,260 - N/A - - - Total Revenues 786,249 156,580 39% 400,194 430,901 30,707 Expenditures Personnel Services 263,621 89,879 30% 304,598 304,598 - Materials and Services 849,478 127,223 26% a) 494,118 517,009 (22,891) Total Expenditures 1,113,099 217,102 27% 798,716 821,607 (22,891) Revenues less Expenditures (326,850) (60,522) (398,522) (390,706) 7,816 Transfers In General Fund 252,288 58,332 33% 175,000 175,000 - General Fund -Other 89,350 22,338 25% 89,350 89,350 - Total Transfers In 341,638 80,670 31% 264,350 264,350 - Change in Fund Balance 14,788 20,147 (134,172) (126,356) 7,816 Beginning Fund Balance 334,861 349,649 127% 274,299 349,649 75,350 Ending Fund Balance $ 349,649 $ 369,797 $ 140,127 $ 223,293 $ 83,166 a) Grant awarded subsequent to adoption of FY 2016 Budget. Additional resources will be appropriated with a supplemental budget Page 12 SOLID WASTE , Statement of Financial Operating Data ` through October 31, 2015(33.3%of FY 2015 Fiscal Year) FY 2016 %of Actual Actual Budget Budget Projected _ Variance , Operating Revenues Franchise Disposal Fees 4,575,673 1,720,929 36% 4,830,000 4,830,000 - Private Disposal Fees 1,680,543 696,967 42% 1,648,500 1,648,500 - Commercial Disp. Fees 1,336,173 542,990 43% 1,260,000 1,260,000 - Franchise 3% Fees 223,323 13,977 6% a) 220,000 220,000 - Yard Debris 126,468 69,119 66% b) 104,000 104,000 - Recyclables 28,066 10,483 36% 29,000 29,000 - Special Waste 16,382 16,918 68% c) 25,000 25,000 - Interest 17,164 5,758 58% 10,000 10,000 - Leases 10,801 4,500 42% 10,801 10,801 - Miscellaneous 58,721 28,711 115% 25,000 25,000 - Total Operating Revenues 8,073,313 3,110,351 38% 8,162,301 8,162,301 - Operating Expenditures Personnel Services 1,856,302 651,619 31% 2,084,433 2,084,433 - Materials and Services 3,112,683 1,077,172 31% 3,501,756 3,501,756 - Debt Service 929,793 - 0% d) 932,916 932,916 - Capital Outlay 166,655 46,136 40% 116,450 116,450 - Total Operating Expenditures 6,065,434 1,774,927 27% 6,635,555 6,635,555 - Operating Rev less Exp 2,007,879 1,335,424 1,526,746 1,526,746 - Transfers Out Road 298,156 81,635 25% e) 326,539 326,539 - SW Capital &Equipment Reserve 2,225,000 - 0% f) 1,400,000 1,400,000 - Total Transfers Out 2,523,156 81,635 5% 1,726,539 1,726,539 - Change in Fund Balance (515,277) 1,253,789 (199,793) (199,793) - Beginning Fund Balance 1,679,169 1,163,893 180% 646,922 1,163,893 646,924 Ending Fund Balance $ 1,163,893 $2,417,682 $ 447,129 $ 964,100 $646,924 a) Payments due April 15th b) Revenues fluctuate with the weather/seasons c) Unpredictable revenue source; usually involves DEQ clean-ups d) Payments made November and May e)Transfer made quarterly f)Transfer made as resources required in reserve funds Page 13 RISK MANAGEMENT Statement of Financial Operating Data July 1,2015 through October 31,2015 FY 2015 (33.3%of Fiscal Year) FY 2016 %of Actual Actual Budget Budget Projected Variance Revenues Inter-fund Charges: General Liability 379,793 286,400 33% 859,198 859,198 - Property Damage 392,304 137,091 35% 394,092 394,092 - Vehicle 177,550 59,952 33% 179,850 179,850 - Workers'Compensation 1,563,836 377,780 33% 1,137,484 1,137,484 - Unemployment 324,829 109,876 34% 320,000 320,000 - Claims Reimb-Gen Liab/Property 43,921 1,007 5% 20,000 20,000 - Process Fee-Events/Parades 1,835 225 16% 1,400 1,400 - Miscellaneous 0 - 0% 80 80 - Skid Car Training 34,020 4,230 16% 27,000 27,000 - Transfer In-Fund 340 - 95,000 100% 95,000 95,000 - Interest on Investments 24,331 10,749 43% 25,000 25,000 - TOTAL REVENUES 2,942,419 1,082,310 35% 3,059,104 3,059,104 - Direct Insurance Costs: GENERAL LIABILITY Settlement/Benefit 166,363 53,237 Defense 19,031 6,933 Professional Service 24,849 - Insurance 176,537 191,884 Loss Prevention 19,465 4,965 Miscellaneous 126 - Repair/Replacement 6,346 7,287 Total General Liability 412,716 264,306 34% 780,429 850,000 (69,571) PROPERTY DAMAGE Insurance 178,556 166,978 Repair/Replacement 35,583 1,275 Total Property Damage 214,139 168,253 39% 429,719 429,719 - VEHICLE Professional Service 236 - Insurance 21,300 - Loss Prevention 19,307 1,939 Repair/Replacement 51,823 27,162 Total Vehicle 92,666 29,101 33% 89,213 89,213 - WORKERS'COMPENSATION Settlement/Benefit 687,001 90,703 Professional Service 5,000 - Insurance 124,195 111,046 Loss Prevention 45,934 17,854 Miscellaneous 54,299 13,573 Total Workers'Compensation 916,429 233,175 24% 984,626 940,000 44,626 UNEMPLOYMENT-Settlement/Benefits 104,383 - 0% 151,486 140,000 11,486 Total Direct Insurance Costs 1,740,333 694,835 29% 2,435,473 2,448,932 (13,459) Insurance Administration: Personnel Services 309,175 102,992 30% 339,585 339,585 - Materials&Srvc, Capital Out. &Tranfs. 133,868 50,547 22% 225,363 225,363 - Total Expenditures 2,183,376 848,374 28% 3,000,421 3,013,880 13,459) Change in Fund Balance 759,043 233,936 58,683 45,224 (13,459) Beginning Fund Balance 3,110,676 3,869,719 121% 3,200,000 3,869,719 669,719 Ending Fund Balance $3,869,719 $ 4,103,654 * $3,258,683 $3,914,943 $656,260 Ending Fund Balance includes$2,900,000 restricted for Workers'Comp Loss Reserve Page 14 DESCHUTES COUNTY 9-1-1 Statement of Financial Operating Data July 1,2015 through October 31,2015(33.3% FY 2015 of Fiscal Year) FY 2016 %of Actual Actual Budget Budget Projected Variance - Revenues Property Taxes-Current 6,683,234 1,195,185 17% a) 6,940,000 6,940,000 - Property Taxes- Prior 174,000 63,842 64% 100,000 100,000 - State Reimbursement 54,389 9,043 25% 36,000 36,000 - Telephone User Tax 760,914 - 0% b) 750,000 750,000 - Data Network Reimb. 41,803 - 0% 30,000 30,000 - Jefferson County 30,686 581 2% 30,000 30,000 - User Fee 54,536 - 0% 45,000 45,000 - Police RMS User Fees 287,880 22,213 8% c) 295,788 295,788 - Contract Payments - - 0% 11,000 11,000 - Miscellaneous 38,466 8,209 82% d) 10,000 10,000 - Interest 36,785 10,723 27% 40,000 40,000 - Total Revenues 8,162,693 1,309,794 16% 8,287,788 8,287,788 - Expenditures Personnel Services 4,885,484 1,597,673 26% 6,076,736 6,076,736 - Materials and Services 1,987,159 716,375 35% 2,019,097 2,019,097 - Capital Outlay 234,798 - 0% 200,000 200,000 - Total Expenditures 7,107,441 2,314,048 28% 8,295,833 8,295,833 - Revenues less Expenditures 1,055,252 (1,004,254) (8,045) (8,045) - Beginning Fund Balance 3,939,854 4,995,106 107% 4,650,000 4,995,106 345,106 Ending Fund Balance $ 4,995,106 $ 3,990,852 $4,641,955 $4,987,061 $345,106 a) Current year taxes received beginning in October b) Qtr 1 payment of$204,639 expected in November c)The RMS Ops Board is still negotiating a new contract with New World Systems d) One time$4,253 reimbursement received from Bend Police Department for software licenses I Page 15 Health Benefits Trust Statement of Financial Operating Data FY 2015 FY 2016 July 1,2015 Actual through October %of Approved FY 2016 $Variance 31,2015(33%of Budget Budget Projection Fiscal Year) Revenues: Internal Premium Charges $ 16,001,138 $ 5,101,129 32% a) $ 16,153,000 $ 15,303,386 $ (849,614) Part-Time Employee Premium 15,680 3,077 N/A a) - 9,230 9,230 Employee Monthly Co-Pay 866,646 304,200 35% a) 865,000 912,600 47,600 COIL 1,870,995 676,825 36% a) 1,900,000 2,030,475 130,475 Retiree/COBRA Co-Pay 1,089,975 398,702 30% a) 1,336,000 1,196,105 (139,895) Prescription Rebates 145,422 - 0% 130,000 130,000 - Claims Reimbursements&Misc 242,601 175,800 N/A - 175,800 175,800 Interest 92,213 36,526 33% 112,000 112,000 - Total Revenues 20,324,668 6,696,258 33% 20,496,000 19,869,596 (626,404) Expenditures: Personnel Services(all depts) 121,638 38,970 33% 117,753 117,753 - Materials&Services Admin&Wellness Claims Paid-Medical 11,366,449 4,964,516 40% b) 12,335,775 12,739,507 (403,732) Claims Paid-Prescription 1,245,249 305,414 22% b) 1,392,307 1,339,139 53,168 Claims Paid-DentalNision 1,832,508 613,622 30% b) 2,048,918 1,881,257 167,661 Stop Loss Insurance Premium 326,435 116,469 32% 360,000 360,000 - State Assessments 227,597 - 0% 240,000 240,000 - Administration Fee(EMBS) 419,304 158,327 38% 420,000 420,000 - Preferred Provider Fee 38,804 43,886 95% 46,000 157,202 (111,202) Other-Administration 45,335 21,328 20% 104,417 104,417 - Other-Wellness 162,582 53,516 36% 149,000 149,000 - Admin&Wellness 15,664,262 6,277,076 37% 17,096,417 17,390,522 (294,105) Deschutes On-site Clinic Contracted Services 818,418 209,036 26% 810,000 810,000 - li 79 616 12 739 20% 63 000 63 000 - Medical Supplies , Other 23,726 14,820 54% 27,470 27,470 - Total DOC 921,761 236,595 26% 900,470 900,470 - Deschutes On-site Pharmacy Contracted Services 304,556 87,314 30% 287,700 287,700 - Prescriptions 1,552,760 409,091 26% 1,600,000 1,600,000 - Other 13,250 6,928 31% 22,007 22,007 - Total Pharmacy 1,870,566 503,333 26% 1,909,707 1,909,707 - Total Expenditures 18,578,227 7,055,974 35% 20,024,347 20,318,452 (294,105) Change in Fund Balance 1,746,441 (359,716) 471,653 (448,856) (920,509) Beginning Fund Balance 12,461,082 14,207,523 108% 13,190,000 14,207,523 1,017,523 Ending Fund Balance $ 14,207,523 $ 13,847,807 $ 13,661,653 $ 13,758,667 $ 97,014 I%of Exp covered by Revenues 109.4% 94.9% 102.4%1 97.8%I a) Projection-Four months annualized. b) Fifty-two week rolling average. Page 16 FAIR AND EXPO CENTER Statement of Financial Operating Data ' Through October 31, 2015 Year to Date(33%of the FY 2015 year) FY 2016 Actual Actual 1%of Budget Budget I Projection I $Variance Operating Revenues Events Revenues $ 528,377 $ 150,375 32.5% $ 463,000 $ 496,306 $ 33,306 Storage 45,794 12,922 25.8% 50,000 54,922 4,922 Camping at F &E 14,505 1,265 6.3% 20,000 21,265 1,265 Horse Stall Rental 37,698 . .. . 3,445p 6.9% 50,000 52,620.k•:;U: .. 2,620 1 c_v' d:� ".i1 �, „ ,7„�' c MWia� � � 1 � Wg���fe 4 xer fn ,' F nm tt ,,,t d o .. x , Concession%- Food 11,411 - N/A - - - Annual County Fair(net) 244,000 200,000 67.8% b) 294,835 284,785 (10,050) Interfund Contract 85,111 21,105 25.0% c) 84,422 77,385 (7,037) TRT- 1%for Marketing 116,670 102,703 26.8% 382,641 367,041 (15,601) Miscellaneous 11,092 2,898 26.6% 10,900 5,898 (5,002) Total Operating Revenues 1,184,232 494,196 34.6% 1,427,101 1,447,749 20,648 Operating Expenditures: General F &E Activities Personnel Services 909,177 340,022 35.7% 951,266 974,198 (22,932) Materials and Services 655,566 234,175 28.4% 825,027 818,567 6,460 Total Operating Expenditures 1,564,743 574,197 32.3% 1,776,293 1,792,765 (16,472) Other: Park Acq/Dev(Fund 130) 29,000 7,500 25.0% 30,000 30,000 - Grants 280 - N/A - Rights&Signage 98,538 7,165 6.2% 115,000 115,000 - Interest 678 301 100.4% 300 501 201 Total Other 128,496 14,966 10% 145,300 145,501 201 I Results of Operations (252,016) (65,035) (203,892) (199,515) 4,377 Transfers In/Out Transfer In-General Fund 365,000 100,000 33.3% 300,000 300,000 - Transfer In-Room Tax-(Fund 160) 110,770 8,580 33.3% 25,744 25,744 - Trans In(Out)-Fair& Expo Reserve - - 0.0% (62,740) (62,740) - Total Transfers In 475,770 108,580 41.3% 263,004 263,004 - Non-Operating Expenditures Debt Service 112,213 - 0.0% 116,709 116,709 - Capital Outlay 52,473 - N/A - - Total Non-Operating Expenditures 164,686 - 0.0% 116,709 116,709 - Change in Fund Balance 59,068 43,545 (57,597) (53,220) 4,377 Beginning Fund Balance (345) 58,723 58.7% 100,000 58,723 (41,277) Ending Fund Balance $ 58,723 $ 102,187 $ 42,403 $ 5,503 $ (36,900) • a) See"Food & Beverage Activities Schedule" b) Revenues and Expenses for the annual County Fair are recorded in a separate fund and the available net income is transferred to the Fair& Expo Center Fund. c) Reimbursement from RV Park for personnel expenditures recorded in F&E Page 17 co C) O To lfl M N O) O O C as 'O 6. 7 [L N CD - 0 O 000 C7 0 000 0 ON- h M N j 0 tD cn O O 44) IL) O O O O ' 0 O O N Nd) O r aD 0c°-OO O 7 M O 0^ CD OCpci O c0- N O O MN M r LL E U) CO co 0 O 0 N r H Q M r ' r a a0 e a n 3'p get 40 CD 0 .- c CO 00 m r 0 7 N r mr M Q) Of CD N O 'r t• co Co N ...CO r CO M 0 ti f0 M CO r e0 to h � Co M M CO r CD �c7 r 0) O O 1(1 4 r ❑ cP 0cD . sf D?CD N CA -I ' Nto CO O 40• O N N c`�') A m tC] C`O') 0 CO C'C) r ' O Q) Cy - r r — . 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CT c U W m �' D Y t W m �p y�� LL L" m inccfiri c `o m a>_c ;f'i 0 �w5 .._ W_ E 3 a) 0 U c j u) j a p CL Ce .- 0 a) m 5 e) m CL J W J a' g O 1' p at N .5. • V u.05 5 d Em C O LUU � F- X[LQ H C u. m 0' C H (7 W JUSTICE COURT Statement of Financial Operating Data July 1,2015 through October 31,2015(33.3% FY 2015 of Fiscal Year) FY 2016 Actual Actual % of Budget Budget Projected Variance Revenues Court Fines& Fees 459,548 136,884 30% a) 450,000 450,000 - Interest on Investments 456 161 31% 527 527 - Total Revenues 460,004 137,045 30% 450,527 450,527 - Expenditures Personnel Services 423,791 144,791 33% 436,236 436,236 - Materials and Services 162,205 68,558 39% b) 173,942 173,942 - Total Expenditures 585,996 213,349 35% 610,178 610,178 - Revenues less Expenditures (125,992) (76,304) (159,651) (159,651) - Transfers In-General Fund 74,398 48,584 33% 145,747 145,747 - Change in Fund Balance (51,594) (27,720) (13,904) (13,904) - Beginning Fund Balance 130,317 78,723 131% 60,000 78,723 18,723 End Fund Bal (Contingency) $ 78,723 $ 51,003 $ 46,096 $ 64,819 $ 18,723 a) Monthly revenue recorded in arrears. October revenue expected is $54,610 b) One time software maintenance fee of$24,421 paid in September Page 19 CAPITAL PROJECTS • Campus Improvement • North County Campus Deschutes County Campus Improvement(Fund 463) Inception through October 31, 2015 Received and Committed or Expended Projected Total RESOURCES: Transfer in (Note A) $ 796,617 $ - $ 796,617 Transfer in -General Fund 150,000 - 150,000 Transfer in - General County Projects (142) 820,000 - 820,000 Oregon Judicial Dept Payment 20,000 6,619 26,619 Interest Revenue 11,229 - 11,229 Total Resources 1,797,845 6,619 1,804,465 EXPENDITURES: Basement Jail/Boiler Demolition JB1 168,109 - 168,109 Basement Public File View JB2 141,862 - 141,862 1st Floor Public File View JB3 117,980 - 117,980 1st Floor Restrooms/Haslinger Court JB4 401,231 - 401,231 1st Floor DeHoog/Bagley Court/Jury Room JB5 81,702 - 81,702 Accounting Area Open Workspace JB6 40,257 - 40,257 Courthouse DA Offices JB7 34,348 - 34,348 Hearing Room Justice Bldg 2/Basement Phases 1/2 JB8 669,076 - 669,076 Justice Bldg-Breezeway Connection JB9 141,060 141,060 "Stone Building" 720 - 720 Internal Service Fund Charges 8,119 - 8,119 Total Materials &Services 1,663,405 141,060 1,804,465 1 Revenues less Expenditures $ 134,441 $ (134,441) - Notes: A. Remaining proceeds of the OSP portion of the FF&C borrowing for the OSP/911 Building. Completed Projects JRF 11/3/2015 Deschutes County General County Projects(Fund 142) Through October 31, 2015 FY 2016-Year to Date(33% of Year) FY 2016 %of Actual Budget Budget Projection Variance Revenues Property Taxes, Current $ 129,707 17% $ 750,000 $ 750,000 $ - Property Taxes, Prior 7,161 36% 20,000 20,000 - Inter-fund Charges OHP-Alcohol/Drug(280) - 0% a) 525,000 525,000 - OHP-Mental Health (270) - 0% a) 525,000 525,000 - Road Department(325) - 0% a) 150,000 150,000 - Interest 2,983 27% 11,000 11,000 - Total Revenues 139,852 7% 1,981,000 1,981,000 - Expenditures General ADA Projects 2,175 General 67,347 Health Services File Room 154 Total General Projects 69,676 488,590 488,590 - Remodel Projects Courthouse-District Attorney 64,630 100,000 100,000 - Courthouse-sidewalk 9,632 50,000 50,000 - P&P Stairs 36,440 36,440 36,440 - P&P Programs Building 1,035 10,000 10,000 - Road Dept Meeting Room 18,773 250,000 250,000 - South County 212,745 212,745 212,745 - Wall Street Services Building 36,192 837,255 837,255 - Total Remodel Projects 379,448 1,496,440 1,496,440 - Total Projects 449,124 23% 1,985,030 1,985,030 - Internal Charges-ISF& Insurance 20,312 33% 60,906 60,906 - Tech Improvements 65,044 72% 90,000 90,000 - Total Expenditures 534,480 2,135,936 2,135,936 - Revenues less Expenditures (394,628) (154,936) (154,936) - Transfers In/(Out) Campus Improvement(463) (120,000) 100% (120,000) (120,000) - Change in Fund Balance (514,628) (274,936) (274,936) - Beginning Fund Balance 1,373,675 94% 1,460,000 1,373,675 (86,325) Ending Fund Balance $ 859,047 $1,185,064 $1,098,739 $ (86,325) a) Contribution for remodels of Wall Street Services Building, South County and Road Department jrf 11/16/2015 Community Development Department Nanning Division Building Sally Division Environments Sods Division IOW P 0 Box 6005 117 NW Lafayette Avenue Bend,Oregon 97708-6005 (541)388-6575 FAX (541)385-1764 http://www.co.deschutes.or.us/cdd/ STAFF REPORT DATE: November 16, 2015 TO: Deschutes County Board of Commissioners FROM: Peter Gutowsky, Planning Manager Paul Blikstad, Senior Planner RE: Work Session and Deliberation: Limited Use Permit (File No. 247-15-000001- LUP; 247-15-000298-A) The Board of County Commissioners (Board) is conducting a work session on November 23 in preparation for their deliberation scheduled on November 30 for File No. 247-15-000001-LUP; 247-15-000298-A. I. Background The applicants submitted a Type 2 Limited Use Permit application to allow up to 6 annual weddings to be held on a 54-acre property, Exclusive Farm Use (EFU-TRB) zone, identified on County Assessor's Map 16-12-32, as tax lots 301 and 314. Tax lot 314 would host the weddings. This tax lot contains a dwelling, but no one resides in it. Nana Cooper resides in the dwelling on Tax lot 301. Hearings Officer Stephanie Hicks on May 27, 2015 denied the application for a Limited Use Permit for commercial events facility in the Exclusive Farm Use Zone based on: • Primary Use: Failing to meet its burden of proof demonstrating the primary use of the property over the last three years is a "farm use." • Trees on Property: Not demonstrating the trees on the property were planted and grown on the subject property and demonstrating there is a connection between the trees and wedding events. • Projected Revenue: Proposed commercial operations exceed 40% of the total projected farm use revenue on the subject property, a standard established by previous Hearings Officer decisions for meeting the incidental and subordinate criteria. H. Issues Requiring Board Decision The Board will need to determine if there is substantial evidence for the following: o Is the primary use of the property a"farm use?" Quality Services Performed with Pride o If"farm use" is the primary use, what is the gross farm income? o If "farm use" is the primary use, is there a connection between harvesting trees on site and the wedding events? 1. Is the primary use of the property a "farm use'?" DCC 18.04.030 defines "farm use" in relevant part as the "current employment of land for the primary purpose of obtaining a profit in money by raising, harvesting and selling crops or by the feeding, breeding, management and sale of, or the produce of, livestock, poultry, fur-bearing animals or honeybees or for dairying and the sale of dairy products or any other agricultural or horticultural use or animal husbandry or any combination thereof." (italicized emphasis added.) Hearings Officer Decision The Hearings Officer found that the primary use of the property over the last three years since the property has been used for wedding venues and vacation rentals is not a "farm use." The record shows that income received and projected from these commercial activities is more than that receiving from farming, and that which can be projected to be earned in the future. The Hearings Officer also noted that to support applications for commercial uses in the EFU zone, three years of financial records are recommended so that findings may be made concerning income trends and establishing parameters. Written Testimony Since Board Hearing With the exception of a Schedule F, the applicant provided no additional evidence addressing hay sales. Regarding tree sales, the applicant, besides the Schedule F, provided a typed written invoice with copies of checks in the amount of$4,700, $2,550, and $8,165 for 2015. The applicant also provided a typed itemized list of income derived from vacation rental by owner(VRBOs)and weddings for 2014 ($22,150)and 2015 ($29,750).1 Staff Comment The applicant did not provide a minimum of three years of financial record to establish income trends for hay or tree sales. For comparison, the three applications relying on income to meet the incidental and subordinate standard, Downs, Miller, and Brown submitted farm income evidence as follows: Downs: Included in the record the dollar amount of hay from the subject property for the years 2009, 2010 and 2011. Applicant included an affidavit that he expects to gross between $18,000 to $22,500 in hay sales from the farm use and that he will not charge more than $2,000 for a wedding or commercial event. Miller: Submitted into the record evidence of his gross farm income and income from the alpaca boutique for 2007, 2008, 2009, 2010, 2011, 2012, 2013. Brown: Submitted into the record evidence of his gross farm income for 2011, 2012, 2013, and 2014 in the form of correspondence from his accountant Sandra McGregor- Caverhill, CPA. 1 This income in staffs opinion cannot be counted as farm income. Furthermore, if the Board ultimately approves the application,VRBOs cannot be coupled with a limited use permit since DCC 18.16.042(C)(7)states no agri-tourism and other commercial event or activity may begin before 7:00 a.m.or end after 10:00 p.m. -2- 2. If"farm use" is the primary use, what is the gross farm income? Hearings Officer Decision—Hay Sales The Hearings Office found that the record supports a finding that $16,310 for sales of 65.25 tons of hay at a market rate of$250 per ton could have been made from the property in 2014. The applicant submitted a typewritten and handwritten list of 2014 hay sales from their Central Oregon operation (354 tons total). The lists show names of customers (where available), amount, price and barn from which the sales were made (e.g. main barn, my barn, Scott's barn, Peg's barn). The list is not broken out to identify the properties on which the hay was grown. None of the totals of hay sales from the four individually identified barns matches the $16,310 the applicant alleges to have earned in 2014 from hay sales on the property. Adding the figures set forth on the list submitted by the applicant results in the following: Main barn—$24,509 My barn—$18,893 Peg's barn—$29,317 Scott's barn—$13,882 The applicant did not submit purchase orders, billings, receipts, bank deposits or tax returns to support its calculation of hay sales in 2014. Hearings Officer Decision— Tree Sales The Hearings Officer found that substantial evidence in the record supports a finding of $6,305 in tree sales was made by the applicant in 2014 from farm use sales. The only evidence presented by the applicant is a handwritten ledger of Craigslist sales in 2014 and sales from two 2014 Spring Sale events, totaling $40,310. The ledger does not include any information regarding customers, purchase orders, dates of sales, or billing information. The applicant presented no evidence of bank deposits from the tree sales, and no tax returns filed with the IRS. The "Craigslist" sales are broken down on the ledger to identify the stock sold, number and pricing. However, the entries for "Spring Tree Sale 1st" and "Spring Sale 2nd" are identified merely with a single line entry of the revenue allegedly made ($21,775 and $12,230, respectively), without any identification of the number and types of trees sold, the prices for such trees, or the customers to whom the trees were allegedly sold. Together, these two sales are alleged to have brought in $34,005. Without more information, the Hearings Officer finds the applicant's evidence of the Spring Sales not to be credible in light of all the evidence in the record. Moreover, the applicant did not present any evidence of tree sales in 2015, or tree sales in 2011, 2012 or 2013. As discussed in the findings above, substantial evidence in the record shows that sales of trees is incidental to the primary farm use, which is growing and harvesting hay. Written Testimony Since Board Hearing—Hay Sales With the exception of a Schedule F, the applicant provided no additional evidence addressing hay sales. Written Testimony Since Board Hearing— Tree Sales The applicant provided the following submittals to address tree sales: -3- • Pictures of aspens • Typed written invoice for tree sales with copies of checks in the amount of: o $4,700 o $2,550 o $8,165 • Schedule F 3. If "farm use" is the primary use, is there a connection between harvesting trees on site and the wedding events? Written Testimony Since Board Hearing The applicant provided the following submittals to address tree sales: • Testimonial letters • Photo of a married couple with large trees for wedding backdrops • Photo of the dance floor with some of the trees for sale in pots along the back, framing the wedding seating area • Letter from Mark Jarvis acknowledging tree varietals for sale at a wedding • Letter from Andy Smith, arborist, stating he attended a wedding at the Cooper Ranch noticing the trees for sale sign, prompting him to recognize the ranch as a local resource for future tree purchases • Spruce or Fir Tip syrup recipe as a future item to be incorporated into wedding events • Pine Needle Tea recipe as a future item to be incorporated into wedding events • Picture of a Bobcat pulling up Colorado Spruce Trees to be used to border the wedding area and frame the alter • Pictures of the set up incorporating the Colorado Blue Spruce (as an example) as the backdrop for the wedding ceremony III. Evolution of Relevant County Decisions Table 1 and Matrix 1 (see page 8) summarize seven decisions that are relevant to the current application. Table 1 —Relevant Land Use Decisions Land Use Application Overview Commercial events to allow up to six annual weddings on an Type 2 Limited Use Permit(LUP-12-4; approximately 200-acre parcel in the EFU-TE Zone. Duggan) Procedurally, County staff issued an administrative decision approving LUP-12-4 in August 2012. Commercial events to allow up to six annual weddings on an approximately 40-acre parcel in the EFU-AL Zone. Type 2 Limited Use Permit(LUP-12-2; Procedurally, County staff issued an administrative decision. Downs) The Board called up for review staffs findings and decision and after conducting a public hearing, approved LUP-12-2 in October 2012. -4- Land Use Application Overview Commercial events to allow up to six annual weddings on an Type 2 Limited Use Permit(LUP-13-1; approximately 1,700-acre parcel in the EFU-TE Zone. Ranch at the Canyons) Procedurally, County staff issued an administrative decision approving LUP-12-4 in April 2013. This permit was never exercised. Conditional Use Permit and Site Plan Commercial use in conjunction with farm use,to hold up to 3 Review(CU-13-31, SP 13-19; horse shows annually on an approximately 20-acre parcel in evie/I) an EFU-TRB Zone. Procedurally, a Hearings Officer issued a decision approving CU-13-31, SP-13-19 in April 2014. Commercial use in conjunction with farm use,to sell alpaca Conditional Use Permit(CU-14-7; products and incidental items on an approximately 43-acre Miller) property(two contiguous tax lots)in an EFU-TE Zone. Procedurally, a Hearings Officer issued a decision approving CU-13-31, SP-13-19 in October 2014. Commercial events to allow up to six annual weddings on an Type 2 Limited Use Permit(247-14- approximately 200-acre parcel in the EFU-TE Zone. 000020-LUP;Anspach) Procedurally, County staff issued an administrative decision approving 247-14-000020-LUP in March 2015. Commercial events to allow up to six annual weddings on an Type 2 Limited Use Permit(247-15- approximately 39-acre parcel in the EFU-TRB Zone. 000061-A,247-14-000202-LUP; Procedurally, County staff issued an administrative decision Brown) denying the application.Applicant appealed and a Hearings Officer, after conducting a public hearing, approved 247-14- 000202-LUP in May 2015. The Duggan, Downs, Ranch of the Canyon, Anspach and Brown decisions are Type 2 Limited Use Permits, each requesting up to six weddings, subject to Deschutes County Code (DCC) 18.16.042, Agri-tourism and other Commercial Events or Activities Limited Use Permit. The other two (Newell; Miller) are Conditional Use Permits, requesting commercial activities that are in conjunction with farm use. Unlike the Limited Use Permits, they are subject to DCC 18.16.030.3 The Hearings Officer in Newell and Miller cited recent case law, Friends of Yamhill County, 255 Or App 636, 651, 298 P 3d 586 (2013). Commercial activities in "conjunction with farm use" is not defined by statute, and is determined on a case by case, fact-specific basis. Friends of Yamhill explains how to determine whether proposed uses are properly considered commercial activities in conjunction with farm use.4 Duggan, Ranch of the Canyons, and Anspach received administrative decisions that did not factor income from the wedding event compared to farm income. Those decisions in retrospect were done in error. Starting with the Downs decision, the "incidental and subordinate" standard expanded, adding a fourth prong comparing income from commercial events and activities with 2 Chapter 18.16. Exclusive Farm Use Zones. http://weblink.deschutes.org/public/O/doc/78730/Page1.aspx 3 Ibid. 4 Four elements of such uses are identified:(1)the commercial activity must be related to a farm use occurring the subject property; (2)the commercial activity must be incidental and subordinate to the farm use;(3)the commercial use must enhance the quality of the agricultural enterprise;and(4)the commercial use must promote the policy of preserving farm land for farm use. -5- farm use income.5 The Miller and Brown hearings officer decisions further revamped the "incidental and subordinate criteria" by providing additional guidance in determining whether the proposed weddings/events facility will be "lower in rank or importance or secondary to the farm use." For Limited Use Permits the three notable criteria are listed below. The "incidental and subordinate" criteria is number three (#3). 1. Types and Operating Characteristics of Proposed Commercial Events and Activities 2. How the Proposed Commercial Events and Activities will be Related to and Supportive of Agriculture • Is there a farm use as defined in ORS 215.203(2)on the property • Weddings and other events are physically and/or economically logically connected to a farm use, and specifically to the existing operation • Participants at the wedding/events support the farm use through payment of fees, purchase, of farm products and services from the applicant 3. How the Proposed Commercial Events and Activities will be Incidental and Subordinate to the Existing Farm Use on the Property • Prong 1: Relative Timing and Duration of Wedding Events vis-à-vis Farm Use Operations • Prong 2: Intensity of the Facility Use in terms of Physical Space Required for Wedding Events • Prong 3: The types and locations of all permanent and temporary structures, access and egress, parking facilities, and sanitation and solid waste to be used in connection with agri-tourism or other commercial events or activities • Prong 4: Income from Wedding Events/Commercial Use Compared to Farm Use Income As the Board determined in the Downs decision, "requiring the use of a farm product(s) from the subject property at each event is necessary to ensure that commercial events or activities are related to and supportive of agriculture."The Board also found in Downs the proposed weddings and commercial events would be incidental and subordinate to their existing farm use in part because: "The gross income of the farm use (grass hay) is$18,000 to $22,500 per year and the applicant's charge for each event ($2,000) times the 6 events ($12,000) is less than 50% (35 to 40%) of the overall gross farm income." (Bold emphasis added.) In applying the "incidental and subordinate" standard in the aforementioned Miller and Brown decisions, the hearings officer examined both the physical space for and income from the proposed commercial use. In Brown, a Hearings Officer interpreted the phrase ""related to and supportive of agriculture" in the context of "commercial events and activities" under Section 18.16.042. In that decision, the Hearings Officer relied on the Miller decision and others, to rule that a commercial event or activity could be considered "related to and supportive of' farm use on the subject property solely because it provides supplementary income to the farmer (Underlined emphasis added). 5 Outside of Downs,the other two Limited Use Permits,because they consisted of large acreage(Duggan—200 acres; Ranch of the Canyons-1,700 acres),were not subject to Prong 4. -6- IV. Board Options Staff provided Matrix 2 (see page 15) for the Board to assist them in evaluating the Limited Use Permit burden of proof and formulating a decision. V. Public Hearing The Board conducted a public hearing on October 26, 2015. The written record was left open until November 2, with a one week rebuttal period for everyone who has standing concluding on November 9. VI. 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Box 6005 117 NW Lafayette Avenue Bend, Oregon 97708-6005 (541)388-6575 FAX (541)385-1764 http://www.co.deschutes.or.us/cdd/ STAFF REPORT DATE: November 16, 2015 TO: Deschutes County Board of Commissioners FROM: Peter Gutowsky, Planning Manager RE: Eagle Crest Text Amendment/247-15-000444-TA/Work Session The Deschutes County Board of Commissioners (Board) will hold a work session on November 23 to prepare for a public hearing on November 30 to consider text amendments proposed by Oregon Resorts Acquisition Partners, LP, owners of Eagle Crest Resort, to amend Deschutes County Code (DCC) 18.113.060, Standards for Destination Resorts (Attachment A). The text amendment modifies the current process and requirements for Eagle Crest to provide the County with annual accountings related to the inventory of overnight lodging units. Recognizing that the Board may limit the applicant's opening comments during the November 30 public hearing due to a full meeting agenda, enclosed is their Planning Commission public hearing PowerPoint as a handout (Attachment B). It summarizes their burden of proof. In light of Thanksgiving week, staff will provide the Board's hearing packet at the work session. I. Planning Commission Recommendation The Planning Commission recommended approval on October 22. II. Text Amendment Account for all units presently rented, but not meeting current overnight unit requirements The applicant's text amendment creates an updated reporting methodology for Eagle Crest Resort to more accurately report the availability of overnight lodging units made available through the Resort's central reservation system, and third party property management services annually. Eagle Crest is required to annually account for one overnight lodging unit for every 2.5 residential units.' In order to meet the ratio, Eagle Crest needs a total of 661 overnight housing units that are available at least 38 weeks out of the year.2 Eagle Crest has 1,911 residential units (as platted residential lots) and 400 overnight units (as hotel, timeshare, and fractional ownership units) that meet county code, for a ratio of 4.78 residential units per overnight unit. Overnight Lodging Units at destination resorts are subject to a number of statutory requirements, including minimum 38 week availability per year. 2(1,911-261 individually-owned residential units)/(400 existing overnight lodging units+261 new overnight lodging units)=2.5 to 1. Quality Services Performed with Pride Under the proposed text amendment, overnight lodging units would be documented through a monthly review of the Eagle Crest central reservation system as well as 3rd party websites (VRBO, Flipkey, Homeaway, etc.) that advertise individually-owned owned units available for overnight stays. Eagle Crest would be required to document the weeks that the units are advertised as being available and count as overnight units all units that meet or exceed the 38 week minimum. A survey of owners conducted by Eagle Crest in 2015 suggests that 260 individually-owned homes were used for transient rentals 38 weeks or more the previous year. In addition, there were another 40 individually-owned homes that participated in the Resort's Rental Management Program in 2014, for a total of 300 additional units functioning as overnight lodging. This survey information suggests that, under the proposed accounting methodology, 300 units could be deducted from the residential total and added to the overnight total. This would allow Eagle Crest to reduce, for accounting purposes, its 1,911 platted home sites by 300 (260 transient rentals + 40 homes participating in Resort's rental program), leaving it with 1,611 platted home sites. With 700 units in the Resort's 2015 Overnight Lodging Report (400 Overnight Lodging Units in Phases 1 and 2 + 300 transient rentals), its ratio would be lowered to 2.3:1. This would put it in compliance with the 2.5:1 ratio required under state statute. Provide a penalty for any remaining shortfall in overnight units The text amendment also includes a compliance fee that provides the County with a remedy to recoup Transient Lodging Tax ("TLT") each year in the event the reporting mechanism revealed a shortfall in meeting the overnight lodging ratio (e.g. one overnight lodging unit for each 2.5 platted lots). After documenting Eagle Crest's central reservation system and 3rd party websites, if the Resort is deficient of the required units, based on the 2.5 to 1 ratio of individually owned residential units to overnight lodging units, the Resort will be assessed a compliance fee equivalent to the lost transient lodging tax that the County would have collected from those units.3 The compliance fee is consistent with state law, as ORS 197.435-197.467 does not identify or require any specific penalty for a failure to meet the required ratio. The Oregon statutes are geared toward establishing annual reporting mechanisms at the time of master planning and plat approvals and not with prescribing penalties for failure to meet the 2.5:1 ratio when a resort provides annual reports. If the Resort were to apply to create more residential lots, the Resort may not apply the compliance fee to meet the 2.5:1 ratio of individually-owned residential units to overnight lodging units per DCC 18.113.060(D)(2) and will have to demonstrate compliance per the new reporting methods or construct more overnight lodging units in order to comply with the 2.5:1 ratio. Attachments: A. Draft amendments B. Applicant's Planning Commission Hearing PowerPoint 3 In order to meet the 2.5:1 ratio, based on the total number of platted lots that exist today,the Resort needs 661 total overnight units. For example,assume the Resort paid$250,000 in TLT to the County for the 2015 calendar year,and the Resort's February 2016 compliance report included 561 total overnight lodging units(OLUs).The Resort would pay a compliance fee of$44,563 for the prior calendar year. (The Formula:$250,000 in 2015 annual TLT payments divided by the 561 OLUs covered in the Resort's total annual TLT payments equals$445.63 per OLU multiplied by the 100 delinquent OLUs.) -2- Attachment A Chapter 18.113. DESTINATION RESORTS ZONE-DR 18.113.060. Standards for Destination Resorts. The following standards shall govern consideration of destination resorts: A. The destination resort shall,in the first phase,provide for and include as part of the CMP the following minimum requirements: I. At least 150 separate rentable units for visitor-oriented overnight lodging as follows: a. The first 50 overnight lodging units must be constructed prior to the closure of sales,rental or lease of any residential dwellings or lots. b. The resort may elect to phase in the remaining 100 overnight lodging units as follows: i. At least 50 of the remaining 100 required overnight lodging units shall be constructed or guaranteed through surety bonding or equivalent financial assurance within 5 years of the closure of sale of individual lots or units,and; ii. The remaining 50 required overnight lodging units shall be constructed or guaranteed through surety bonding or equivalent financial assurance within 10 years of the closure of sale of individual lots or units. iii. If the developer of a resort guarantees a portion of the overnight lodging units required under subsection 18.113.060(A)(1)(b)through surety bonding or other equivalent financial assurance, the overnight lodging units must be constructed within 4 years of the date of execution of the surety bond or other equivalent financial assurance. iv.The 2:1 accommodation ratio required by DCC 18.113.060(D)(2)must be maintained at all times. c. If a resort does not chose to phase the overnight lodging units as described in 18.113.060(A)(1)(b),then the required 150 units of overnight lodging must be constructed prior to the closure of sales,rental or lease of any residential dwellings or lots. 2. Visitor-oriented eating establishments for at least 100 persons and meeting rooms which provide seating for at least 100 persons. 3. The aggregate cost of developing the overnight lodging facilities,developed recreational facilities, and the eating establishments and meeting rooms shall be at least$7,000,000(in 1993 dollars). 4. At least$ 2,333,333 of the$7,000,000 (in 1993 dollars) total minimum investment required by DCC 18.113.060(A)(3)shall be spent on developed recreational facilities. 5. The facilities and accommodations required by DCC 18.113.060(A)(2) through (4) must be constructed or financially assured pursuant to DCC 18.113.110 prior to closure of sales,rental or lease of any residential dwellings or lots or as allowed by DCC 18.113.060(A)(1). B. All destination resorts shall have a minimum of 160 contiguous acres of land. Acreage split by public roads or rivers or streams shall count toward the acreage limit,provided that the CMP demonstrates that the isolated acreage will be operated or managed in a manner that will be integral to the remainder of the resort. C. All destination resorts shall have direct access onto a state or County arterial or collector roadway,as designated by the Comprehensive Plan. D. A destination resort shall,cumulatively and for each phase,meet the following minimum requirements: 1. The resort shall have a minimum of 50 percent of the total acreage of the development dedicated to permanent open space,excluding yards,streets and parking areas. Portions of individual residential lots and landscape area requirements for developed recreational facilities, visitor-oriented accommodations or multi-family or commercial uses established by DCC 18.124.070 shall not be considered open space; 2. Individually-owned residential units that do not meet the definition of overnight lodging in DCC 18.04.030 shall not exceed two and one-half such units for each unit of visitor-oriented overnight Attachment A lodging. Individually-owned units shall be considered visitor-oriented lodging if they are available for overnight rental use by the general public for at least 38 weeks per calendar year through one or more central reservation and check-in service(s)operated by the destination resort or by a real estate property manager,as defined in ORS 696.010. a. The ratio applies to destination resorts which were previously approved under a different standard. E. Phasing. A destination resort authorized pursuant to DCC 18.113.060 may be developed in phases. If a proposed resort is to be developed in phases, each phase shall be as described in the CMP. Each individual phase shall meet the following requirements: L Each phase, together with previously completed phases, if any, shall be capable of operating in a manner consistent with the intent and purpose of DCC 18.113 and Goal 8. 2. The first phase and each subsequent phase of the destination resort shall cumulatively meet the minimum requirements of DCC 18.113.060 and DCC 18.113.070. 3. Each phase may include two or more distinct noncontiguous areas within the destination resort. F. Destination resorts shall not exceed a density of one and one-half dwelling units per acre including residential dwelling units and excluding visitor-oriented overnight lodging. G. Dimensional Standards: 1. The minimum lot area, width, lot coverage, frontage and yard requirements and building heights otherwise applying to structures in underlying zones and the provisions of DCC 18.116 relating to solar access shall not apply within a destination resort. These standards shall be determined by the Planning Director or Hearings Body at the time of the CMP. In determining these standards,the Planning Director or Hearings Body shall find that the minimum specified in the CMP are adequate to satisfy the intent of the comprehensive plan relating to solar access, fire protection, vehicle access, visual management within landscape management corridors and to protect resources identified by LCDC Goal 5 which are identified in the Comprehensive Plan. At a minimum,a 100- foot setback shall be maintained from all streams and rivers. Rimrock setbacks shall be as provided in DCC Title 18. No lot for a single-family residence shall exceed an overall project average of 22,000 square feet in size. 2. Exterior setbacks. a. Except as otherwise specified herein, all development (including structures, site-obscuring fences of over three feet in height and changes to the natural topography of the land)shall be setback from exterior property lines as follows: i. Three hundred fifty feet for commercial development including all associated parking areas; ii. Two hundred fifty feet for multi-family development and visitor-oriented accommodations (except for single-family residences)including all associated parking areas; iii. One hundred fifty feet for above-grade development other than that listed in DCC 18.113.060(G)(2)(a)(i)and(ii); iv. One hundred feet for roads; v. Fifty feet for golf courses;and vi. Fifty feet for jogging trails and bike paths where they abut private developed lots and no setback for where they abut public roads and public lands. b. Notwithstanding DCC. 18.113.060(G)(2)(a)(iii),above-grade development other than that listed in DCC 18.113.060(G)(2)(a)(i)and(ii)shall be set back 250 feet in circumstances where state highways coincide with exterior property lines. c. The setbacks of DCC 18.113.060 shall not apply to entry roadways and signs. H. Floodplain requirements. The floodplain zone (FP) requirements of DCC 18.96 shall apply to all developed portions of a destination resort in an FP Zone in addition to any applicable criteria of DCC 18.113. Except for floodplain areas which have been granted an exception to LCDC goals 3 and 4, floodplain zones shall not be considered part of a destination resort when determining compliance with the following standards; Attachment A 1. One hundred sixty acre minimum site; 2. Density of development; 3. Open space requirements. A conservation easement as described in DCC Title 18 shall be conveyed to the County for all areas within a floodplain which are part of a destination resort. I. The Landscape Management Combining Zone (LM) requirements of DCC 18.84 shall apply to destination resorts where applicable. J. Excavation,grading and fill and removal within the bed and banks of a stream or river or in a wetland shall be a separate conditional use subject to all pertinent requirements of DCC Title 18. K. Time-share units not included in the overnight lodging calculations shall be subject to approval under the conditional use criteria set forth in DCC 18.128. Time-share units identified as part of the destination resort's overnight lodging units shall not be subject to the time-share conditional use criteria of DCC,18.128. L. The overnight lodging criteria shall be met,including the 150-unit minimum and the 2-1/2 to 1 ratio set forth in DCC 18.113.060(D)(2). 1. Failure of the approved destination resort to comply with the requirements in DCC 18.113.060(L)(2) through (6) will result in the County declining to accept or process any further land use actions associated with any part of the resort and the County shall not issue any permits associated with any lots or site plans on any part of the resort until proof is provided to the County of compliance with those conditions. 2, Each resort shall compile,and maintain,in perpetuity,a registry of all overnight lodging units. a. The list shall identify each individually-owned unit that is counted as overnight lodging. b. At all times, at least one entity shall be responsible for maintaining the registry and fulfilling the reporting requirements of DCC 18.113.060(L)(2)through(6). c. Initially,the resort management shall be responsible for compiling and maintaining the registry. d. As a resort develops,the developer shall transfer responsibility for maintaining the registry to the homeowner association(s). The terms and timing of this transfer shall be specified in the Conditions,Covenants&Restrictions(CC&Rs). e. Resort management shall notify the County prior to assigning the registry to a homeowner association. f. Each resort shall maintain records documenting its rental program related to overnight lodging units at a convenient location in Deschutes County,with those records accessible to the County upon 72 hour notice from the County. g. As used in this section,"resort management"includes,but is not limited to,the applicant and the applicant's heirs,successors in interest,assignees other than a home owners association. 3. An annual report shall be submitted to the Planning Division by the resort management or home owners association(s)each February 1,documenting all of the following as of December 31 of the previous year: a. The minimum of 150 permanent units of overnight lodging have been constructed or that the resort is not yet required to have constructed the 150 units; b. The number of individually-owned residential platted lots and the number of overnight-lodging units; c. The ratio between the individually-owned residential platted lots and the overnight lodging units; d. For resorts for which the conceptual master plan was originally approved on or after January.,!, 2001, Tthe following information on each individually-owned residential unit counted as overnight lodging. i. Who the owner or owners have been over the last year; ii. How many nights out of the year the unit was available for rent; iii. How many nights out of the year the unit was rented out as an overnight lodging facility under DCC 18.113; Attachment A win that these units were available for rental as required. Documentation showing uired.t q e. For resorts for which the conceptual master plan was originally approved before January I. 2001, the following information on each individually owned residential unit as overnight lodging. i. those units directly managed by the resort developer or operator. 1. Who the owner or owners have been over the last year; 2. How many nights out of the year the unit was available for rent; 3. How many nights out of the year the unit was rented out as an overnight lodging facility under DCC 18.113; 4. Documentation showing that these units were available for rent as required. ii. For all other units. I, Address of the unit 2. Name of the unit owner(s); 3. Schedule of rental,availability for the prior year. The schedule of rental availability shall be based upon monthly printouts of the availability calendars posted on-line by the unit owner or the unit owner's agent. f. This information shall be public record subject It392(4-7) the non-disclosure provisions.in QRS Chapter 194 - Conihient(PG31. Friendly aamoddmen'4' 4. To facilitate rental to the general public of the overnight lodging units,each resort shall set up and by at.o f',ta correot statutory changes d-rie the Idoption of; etas, maintain in perpetuity a telephone reservation system.. County Geese poma air . 5. Any outside property managers renting required overnight lodging units shall be required to cooperate with the provisions of this code and to annually provide rental information on any required overnight lodging units they represent to the central office as described in DCC 18.113.060(L)(2)and(3). 6. Before approval of each final plat,all the following shall be provided: a. Documentation demonstrating compliance with the 2-1/2 to 1 ratio as defined in DCC 18.113.060(D)(2); b. Documentation on all individually-owned residential units counted as overnight lodging, including all of the following: i. Designation on the plat of any individually-owned units that are going to be counted as overnight lodging; ii. Deed restrictions requiring the individually-owned residential units designated as overnight lodging units to be available for rental at least 38 weeks each year through a central reservation and check-in service operated by the resort or by a real estate property manager, as defined in ORS 696.010; iii. An irrevocable provision in the resort Conditions, Covenants and Restrictions("CC&Rs) requiring the individually-owned residential units designated as overnight lodging units to be available for rental at least 38 weeks each year through a central reservation and check- in service operated by the resort or by a real estate property manager,as defined in ORS 696.010; iv. A provision in the resort CC&R's that all property owners within the resort recognize that failure to meet the conditions in DCC 18.113.060(L)(6)(b)(iii)is a violation of Deschutes County Code and subject to code enforcement proceedings by the County; v. Inclusion of language in any rental contract between the owner of an individually-owned residential unit designated as an overnight lodging unit and any central reservation and check-in service or real estate property manager requiring that such unit be available for rental at least 38 weeks each year through a central reservation and check-in service operated by the resort or by a real estate property manager,as defined in ORS 696.010,and that failure to meet the conditions in DCC 18.113.060(L)(6)(b)(v) is a violation of Deschutes County Code and subject to code enforcement proceedings by the County. 7, Compliance ee. Attachment A a_ In the event that a resort that was originally approved before January 1, 2001 fails to report compliance with the 2.5:1 ratio in a calendar year as reported in accordance with 18.1 l3.060(L)(3)(e), the remedy shall be that such resort shall pay a compliance fee due not later than April 15 of the year following the year in which the shortfall occurred. b. The compliance fee will be calculated as follows: i. First,by calculating the average per unit transient lodging tax paid by the resort_the prior calendar year by dividing the total amount paid by the resort in transient lodging taxes for the prior calendar year by the sum of the number of overnight units managed by the resort for which the resort paid transient_lodging taxes that same year and the number of timeshare units; ii. Second,by multiplying that average per unit transient lodging tax amount by the number of additional overnight lodging units that would have been necessary to comply with 2.5:1 ratio for the applicable calendar year. c. If the Resort were to apply to create more residential lots, the Resort may not apply the compliance fee to meet the 2.5:1 ratio of individually-owned residential units to overnight lodging units per DCC 18.113.060(D)(2)and will have to demonstrate compliance per the new reporting methods or construct more overnight lodging units in order to comply with the 2.5:1 ratio. 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Box 6005 117 NW Lafayette Avenue Bend, Oregon 97708-6005 (541)388-6575 FAX (541)385-1764 http://www.co.deschutes.or.us/cddf MEMORANDUM TO: Board of County Commissioners FROM: Peter Russell, Senior Transportation Planner RE: Amending Deschutes County Code (DCC) 1.16 and 22.20 regarding code enforcement and land use applications (Ordinances 2015-019 and 2015-020) DATE: November 23, 2015 Background At the behest of the Board of County Commissioners (Board), Planning staff formed a stakeholders group to discuss how the County could deal with land use applications on properties that had either an existing code enforcement case, unfilled conditions of approval from a previous land use decision, or both. Stakeholders representing a wide array of opinions on the topic met several times between January and April to discuss the topic of code enforcement and land use applications and building permits. The group reached agreement in mid-May, settling the key topics of • What defines a code violation; • Whether a code violation should stop a building permit; • Whether a code violation should stop a land use application; • Whether unfulfilled conditions of approval are a code violation Update Staff initiated 247-15-000491-TA to amend Deschutes County Code (DCC) to create 22.20.015 to add language that the County does not have to process a land use application on property with existing code violations. Additionally, 247-15-000491 would amend DCC 1.16.010 to add a reference to 22.20.015 at DCC 1.16.010 If there is a code violation, the County will not process the application, unless the application will remedy the violation or complete previous conditions of approval that are currently unfulfilled. There is language that exceptions can be made in case of emergency. The Planning Commission (PC) held a work session on Sept. 10 and then held a public hearing on Oct. 22. The PC unanimously recommended the Board approve the text amendment as presented. Quality Services Performed with Pride Next Steps The Board will hold a public hearing on Nov. 30 to take testimony on Ordinances 2015-019 and 2015-020, which implement 247-15-000491-TA. After receiving testimony, the Board then has several options. • Close the record to oral and written testimony and deliberate • Close the record to oral and written testimony and set a date certain for deliberation • Close the oral record and leave the written record open to a date certain • Continue the public record to a date certain During deliberations, the Board has three broad courses of action. • Approve the text amendment as submitted • Modify the text amendment and then approve • Deny the text amendment Staff is available for questions. Attachments: Findings for 247-15-000491-TA Exhibit A, Proposed DCC 22.20.015 Code Enforcement and Land Use Exhibit B, Revised DCC 1.16.010, Violations Deemed Class A or B Classifications — Penalties 2 Chapter 22.20.015 Code Enforcement and Land Use (A) Except as described in (E) below, if any property is in violation of applicable land use regulations, and/or the conditions of approval of any previous land use decisions or building permits previously issued by the County,the County shall not: 1. Approve any application for land use development; 2. Make any other land use decision, including land divisions and/or property line adjustments; 3. Issue a building permit (B)As part of the application process, the applicant shall certify: 1. That to the best of the applicant's knowledge, the property in question, including any prior development phases of the property, is currently in compliance with both the Deschutes County Code and any prior land use approvals for the development of the property; or 2. That the application is for the purpose of bringing the property into compliance with the Deschutes County land use regulations and/or prior land use approvals. (C)Section A shall not apply to uses permitted outright (D)A violation means the property has been determined to not be in compliance either through a prior decision by the County or other tribunal, or through the review process of the current application, or through an acknowledgement by the alleged violator in a signed voluntary compliance agreement("VCA"). (E)A permit or other approval, including building permit applications, may be authorized if: 1. It results in the property coming into full compliance with all applicable provisions of the federal, state, or local laws, and Deschutes County Code. including sequencing of permits or other approvals as part of a voluntary compliance agreement; 2. It is necessary to protect the public health or safety; 3. It is for work related to and within a valid easement over, on, or under the affected property; or 4. It is for emergency repairs to make a structure habitable or a road or bridge to bear traffic (F) Public Health and Safety, 1. For the purposes of this section, public health and safety means the actions authorized by the permit would cause abatement of conditions found to exist on 1 Exhibit A—247-15-000491-TA(Code Enforcement and Land Use) the property that endanger life, health, personal property, or safety of the residents of the property or the public. 2. Examples of that situation include, but are not limited to issuance of permits to replace faulty electrical wiring, repair or install furnace equipment; roof repairs; replace or repair compromised utility infrastructure for water, sewer, fuel or power; and actions necessary to stop earth slope failure. 2 Exhibit A—247-15-000491-TA(Code Enforcement and Land Use) Chapter 1.16.010 Violations Deemed Class A or B Classification-Penalties (A) Violation of a county ordinance shall be punishable, upon conviction, by fine or by the specific remedies specified within the County Code. (B) Each county ordinance specifying a county offense shall classify the ordinance violation a Class A or Class B violation. (C)A sentence to pay a fine for violation of a county ordinance shall be a sentence to pay an amount not exceeding the Maximum Fines provided by ORS 153.018. (D) Notwithstanding this section and DCC 1.16.030, for violations of Chapters 13.04, 13.08, 13.36, 15.04 and 15.10 and Titles 17, 18, and 19, the Presumptive and Minimum fine amount shall be the Maximum Fine amount described in DCC 1.16.010(D). (E) For violations of County Code provisions not listed in DCC 1.16.010(D), the Presumptive and Minimum Fine amounts shall be as provided in OR Chapter 153. . • . •. - - - - •• -- _ - •- -- , - - County Code violations; length of time the violation has oxisted; and roason(s)tho u A land use application for a property with an existing code violations will be accepted, but not processed by the County based on DCC 22.20.015. (G)Not withstanding DCC 1.16.010(D), the court or the hearings officer may impose a fine lower than the fine provided in those two sections, upon a finding of mitigating factors including, but not limited to, indigence of the defendant, severity of the violation, number of times the defendant has been previously cited for Deschutes County Code violations; length of time the violation has existed; and reason(s)the violation has not been cured. 1 Exhibit B—247-15-000491-TA(Code Enforcement and Land.Use) NI-ES ` - Community Development Department Q \\ Planning Division Building Safety Division Environmental Soils Division � ����1?;\ V mUVv v k P jwVA 1qVAVUw,gAA�aAAPMIN\rwN1 ttR,1w01,r N,V�0a J ISSIIMMOP401 P.O. Box 6005 117 NW Lafayette Avenue Bend, Oregon 97708-6005 (541)388-6575 FAX (541)385-1764 http://www.co.deschutes.or.us/cdd/ PROPOSED FINDINGS FILE NUMBER: Ordinance 2015-019 (File 247-15-000491-TA) APPLICANT: Peter Russell Deschutes County Community Development Department P.O. Box 6005 117 NW Lafayette Bend, OR 97708-6005 PROPERTY OWNERS: N/A REQUEST: Amend Deschutes County Code (DCC) Chapter 22.20, Review of Land Use Applications, to enable the County to not process land use applications or building permits for properties with existing code violations by creation of DCC 22.20.015, Code Violations and Land Use, and amend DCC 1.16, Code Violations, to include a reference to newly created DCC 22.20.015. STAFF CONTACT: Peter Russell, Senior Transportation Planner APPLICABLE CRITERIA: Title 22, Deschutes County Development Procedures Ordinance Title 23, Deschutes County Comprehensive Plan Statewide Planning Goals II. BASIC FINDINGS: A. PROPOSAL: The applicant requests approval of a new section of County code (DCC 22.20.015) that would enable the County to not process land use applications and/or building permits for properties with existing code violations. The County would only process the land use application or building permit if the application or permit would remedy the existing violation. An exception could be made in emergency situations involving public health, safety, or welfare. DCC 1.16.010 would be amended to reference the newly created DCC 22.20.015. Quality Services Performed with Pride The proposal stems from issues raised by the public during the Board of County Commissioners' (Board) October 2014 review and approval of an update to the County's Code Enforcement Manual. After the Board's approval, the Board directed staff to form a stakeholders committee with representatives from the land use activist community, the development community, and interested private citizens to explore potential solutions. The Board included this task on the Planning Division's 2015 approved work plan. The resulting committee met on Jan. 6 and April 23, 2015, and via e-mail exchanges. The group reviewed language from other Oregon county codes on the topic and discussed issues specific to Deschutes County. The group reached consensus in mid- May on how a code violation would be defined, how language on County land use forms should be modified (this does not require a land use approval), and the text for the proposed code at DCC 22.20.015, Code Enforcement and Land Use, which will be placed in DCC 22.20, Review of Land Use Applications. Finally, 1.16 Code Violations and Enforcement, will be amended by creating a new 1.16.010(F) that references DCC 22.20.015 and relettering the old (F) into (G). New code language is shown as underlined and deleted language is shown as stFiliet#Fough. III. CONCLUSIONARY FINDINGS: A. CHAPTER 22.12, LEGISLATIVE PROCEDURES 1. Section 22.12.010. Hearing Required FINDING: The Board finds this criterion has been met as public hearings were held before the Planning Commission on October 22, 2015, and November 30, 2015, before the Board of County Commissioners. 2. Section 22.12.020, Notice Notice A. Published Notice 1. Notice of a legislative change shall be published in a newspaper of general circulation in the county at least 10 days prior to each public hearing. 2. The notice shall state the time and place of the hearing and contain a statement describing the general subject matter of the ordinance under consideration. FINDING: The Board finds this criterion has been met as notice was published in the Bend Bulletin newspaper and described the proposal. B. Posted Notice. Notice shall be posted at the discretion of the Planning Director and where necessary to comply with ORS 203.045. Exhibit D, BOCC Ordinance 2015-019 2 FINDING: The Board finds this criterion has been met as notice was posted in the bulletin board in the lobby of the Deschutes County Community Development Department, 117 NW Lafayette, Bend. C. Individual notice. Individual notice to property owners, as defined in DCC 22.08.010(A), shall be provided at the discretion of the Planning Director, except as required by ORS 215.503. FINDING: Given the land use in question does not apply to any specific property, no individual notices were sent. The Board finds this criterion has been met. D. Media notice. Copies of the notice of hearing shall be transmitted to other newspapers published in Deschutes County. FINDING: Notice was provided to the County public information official for wider media distribution. The Board finds this criterion has been met. 3. Section 22.12.030 Initiation of Legislative Changes. A legislative change may be initiated by application of individuals upon payment of required fees as well as by the Board of County Commissioners. FINDING: The application was initiated by the Deschutes County Planning Division, which received a fee waiver. The Board finds this criterion has been met. 4. Section 22.12.040. Hearings Body A. The following shall serve as hearings or review body for legislative changes in this order: 1. The Planning Commission. 2. The Board of County Commissioners. FINDING: The Board finds this criterion has been met as the order of public hearings has been followed. B. Any legislative change initiated by the Board of County Commissioners shall be reviewed by the Planning Commission prior to action being taken by the Board of Commissioners. FINDING: The Board finds this has been met as the Planning Commission public hearing preceded the Board public hearing. 5. Section 22.12.050 Final Decision All legislative changes shall be adopted by ordinance FINDING: Ordinance 2015-019 establishes DCC 22.20.015 and Ordinance 2015-020 amends DCC 1.16.010(F)creating a reference to DCC 22.20.015. Both ordinances implement File 247- 15-000419-TA. The Board finds this criterion has been met. B. CHAPTER 23, DESCHUTES COUNTY COMPREHENSIVE PLAN Exhibit D, BOCC Ordinance 2015-019 3 1. Chapter 1, Comprehensive Planning, Section 1.2 Community Involvement Policies Goal 1, Maintain an active and open community involvement program that is accessible to all members of the community and engages the community during development and implementation of land use policies and codes. FINDING: The Board finds this criterion has been met as the coordination between code enforcement and review of development permits was an item on Planning Division's approved 2015 work plan, which was adopted after public hearings before the Planning Commission and the Board. Additionally, the Board during the October 2014 update of the Code Enforcement Manual, directed staff to form a stakeholders committee to work on this topic. The County recruited stakeholders from the land use activist community, the development community, and interested private citizens to serve on the committee. The committee met on January 6 and April 23, 2015, and via e-mail. The group reached consensus in mid-May on the topic based on a review of the ordinances of other counties, the proposed code language and the insertion of language on County land use applications that to property owner's best knowledge, the property is currently in compliance with Deschutes County codes and conditions of approval from previous land use decisions. The latter does not require land use approval. 2. Chapter 1, Comprehensive Planning, Section 1.3 Land Use Planning Policies Goal 1, Maintain an open public land use process in which decisions are based on the objective valuations of facts. FINDING: The Board finds this criterion has been met as the task was an outgrowth of public hearings before the Board on the Planning Division work program and the update to the Code Enforcement Manual. The proposed text amendment will be the subject of public hearings before the Planning Commission and the Board. Finally, in the text for the proposed DCC 22.20.15, code violations are defined as matters that have been adjudicated by either a prior decision by the County or other deliberative body; through the review process of the current application; or through an acknowledgement by the alleged violator in a signed voluntary compliance agreement, (VCA). Thus, the presence/absence of a code violation would be a factual matter and not one of interpretation or discretion. The application to be processed would have to bring the property into compliance with Deschutes County land use regulations and/or prior land use approvals. C. STATEWIDE PLANNING GOALS 1. Goal 1, Citizen Involvement FINDING: The text amendment includes workshops before both Deschutes County Planning Commission (PC) and the Board. The text amendment also includes publically noticed public hearings before the PC and Board. The Board find this criterion has been met. 2. Goal 2, Land Use Planning FINDING: Oregon Revised Statute (ORS) 197.610 allows local governments to initiate post acknowledgement plan amendments or changes to land use regulations. The County on September 17, 2015, provided the Department of Land Conservation and Development (DLCD) with the required notice 35 days prior to the first evidentiary hearing, which was on October 22, Exhibit D, BOCC Ordinance 2015-019 4 2015. The notice included the proposed changes with additions indicated by underlined text and text to be eliminated indicated by str-ikethr-ough text. The text amendment was processed via the County's development code procedures set for in Title 22, Chapter 22.12 for legislative amendments. The Board finds this criterion has been met. 3. Goal 3, Agricultural Lands FINDING: The text amendment is not proposing any changes to land use designations, so the Board finds this criterion has been met. 4. Goal 4, Forest Lands FINDING: The text amendment is not proposing any changes to land use designations, so the Board finds this criterion has been met. 5. Goal 5, Natural Resources, Scenic and Historic Areas, and Open Spaces FINDING: The text amendment is neither proposing any changes to land use designations nor proposing any changes to previously designated Goal 5 resources. Therefore, the Board finds this criterion has been met. 6. Goal 6, Air, Water and Land Resource Quality FINDING: No development or land use changes are being proposed that impact air, water, or land resource qualities. Other areas of the County's code deal with protecting air, water, and land remain in full force and effect. The Board finds this criterion has been met. 7. Goal 7, Natural Hazards FIN DING: The text amendment allows for exception in case s of pub li c, health, safety, and welfare. Additionally, the dominant natural hazards in the County are wildfire, winter storms, and flooding. The text amendment leaves County building codes and planning setbacks untouched, which are the planning mechanisms which the County uses to ameliorate natural hazards. The Board finds this criterion has been met. 8. Goal 8, Recreational Needs FINDING: The text amendment will not remove any recreational opportunities and will provide a path to ensure any Goal 8 destination resorts comply with their obligations. The Board finds this criterion has been met. 9. Goal 9, Economic Development FINDING: The text amendment still allows properties to develop and that any violations can be corrected, ensuring continued appropriate use of the property. The Board finds this criterion has been met. 10. Goal 10, Housing FINDING: This goal pertains to urban or urbanizable lands. The proposed text amendment will not result in any changes or elimination of residentially zoned lands in the County. The Board finds this criterion has been met. 11. Goal 11, Public Facilities and Services Exhibit D, BOCC Ordinance 2015-019 5 FINDING: This goal pertains more to water and sewer services. The text amendment will ensure any water or sewer service which first receives or has received a Goal 11 Exception will comply with any conditions of approval for site plans, building permits, or similar County approvals. The Board finds this criterion has been met. 12. Goal 12, Transportation FINDING: The text amendment will not change the functional classification, performance standards, or access management of any highways or roads. The Board finds this criterion has been met. 13. Goal 13, Energy Conservation FINDING: This plan amendment does not affect the County's regulation of solar setbacks, siting of small-scale windmills, land use or density, etc. The text amendment will ensure compliance with any conditions of approval for site plans, building permits, or similar County approvals. The Board finds this criterion has been met. 14. Goal 14, Urbanization FINDING: No land use plan designations, zoning designations, or map changes will result from this plan amendment. The Board finds this criterion has been met. 15. Goals 15-19 FINDING: These criteria do not apply as the County lacks these lands (Willamette Greenway, estuaries, coasts, beaches, etc.). Exhibit D, BOCC Ordinance 2015-019 6