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2018-8-Minutes for Meeting November 01,2017 Recorded 1/4/2018Recorded in Deschutes County CJ2018-8 Nancy Blankenship, County Clerk Commissioners' Journal 01/04/2018 11:40:47 AM •��>,.>;. "I I I' I I'll 2018-8 For Recording Stamp Only Deschutes County Board of Commissioners 1300 NW Wall St., Bend, OR 97703-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org MINUTES OF WORK SESSION DESCHUTES COUNTY BOARD OF COMMISSIONERS Allen Conference Room Wednesday, November 1, 2017 Present were Commissioners Tammy Baney, Anthony DeBone and Phil Henderson. Also present were Tom Anderson, County Administrator; Erik Kropp, Deputy County Administrator; David Doyle, County Counsel, Christopher Ogren, Administrative Intern; and Sharon Ross, Board Executive Secretary. Attending for a portion of the meeting were several citizens and no representatives of the media were in attendance. CALL TO ORDER: Chair Baney opened the meeting at 1:35 p.m. ACTION ITEMS 1. Solid Waste Management Plan Kickoff: Timm Schimke, Director of Solid Waste Operations introduced Doug Drennen and Steve Simmons from JR Miller, the consulting team that will develop the solid waste management plan. Mr. Drennen thanked the Board for the opportunity and reviewed the plan, purpose and goals of the solid waste management plan. JR Miller will provide objective information and will make recommendations that will reflect the analysis. Commissioner DeBone inquired if the company has worked in other states. They have experience in other states throughout the country. Minutes of Board of Commissioners' Work Session November 1, 2017 Page 1 of 4 There are several guiding principles that will be considered in order to select the best approach to attain a balance between cost effectiveness and environmental responsibility. The key issues to be addressed by the solid waste management plan were reviewed. The state measures everything that that is being recycled. Discussion held on recycling and the level of recovery rates. Currently the County recovery rate is 36%. Strategies will be implemented to increase to a 45% recovery goal. Other counties have a 5 or 10% initial goal and metro areas have 65% goal. JR Miller will look at the current collection services for what is needed in the County and what strategies may extend the service of the Knott Landfill. Alternative methods of waste disposal will be considered by looking at both environmental and economic impacts. The project kick-off meeting will be held in December. Each chapter of the plan will be reviewed by the Solid Waste Advisory Committee. Public meetings will also be held at various points of the project. 2. Wildlife Area Combining Zone Amendments Peter Gutowsky, Community Development Department and Adam Smith, Assistant County Legal Counsel presented this item for discussion. This portion of the agenda was also audio recorded. This discussion is to prepare the Board for the public hearing that is scheduled for November 6 at 10:00 a.m. to consider the Comprehensive Plan and Zoning Text Amendments relating to Deschutes County Wildlife Area Combining Zone. The Planning Commission held a hearing on September 28, 2017 and deliberated on October 12. The recommendation was denial of the text amendment to clarify that churches are not allowed in the Wildlife Area Combining Zone. Instead, the Planning Commission recommended the County consider a different text amendment to limit uses in the Wildlife Area Combining Zone to satisfy the Religious Land Use and Institutionalized Persons Act (RLUIPA). The text amendment recommended by staff was less restrictive. The work session packet is essentially the hearing packet including written testimony that was submitted to the Planning Commission. Staff developed a second option that incorporates the Planning Commission recommendation and to keep LUBA at the forefront of the issue. Mr. Smith spoke on RLUIPA. The attachment 3 is the staff revision to Deschutes County Code Chapter 18.88 Wildlife Area Combining Zone. Mr. Smith reviewed the language. Mr. Gutowsky and Mr. Smith reviewed items the Board will consider on Monday. Commissioner Henderson will not be present at the Hearing on Monday and the record will not be closed but continued. The Ordinance is being considered for adoption by emergency due to a timing element. Minutes of Board of Commissioners' Work Session November 1, 2017 Page 2 of 4 3. Preparation Discussion for Flood Plain Zone Amendment Hearing Matt Martin, Community Development Department presented this item as preparation for the November 81" public hearing. This is a proposal of converting flood plain zone to a flood plain combining zone and to provide for additional standards. The Planning Commission held several public hearings and have made recommendation for consideration. The recommendations fall into four primary themes: flood plain zone purpose statement in the comprehensive plan, land divisions, conservation easements, and cluster development/planned development. The Planning Commission recommended adding the flood plain combining zone purpose statement to the comprehensive plan, to convert the flood plain zone to a combining zone, applying conservation easement standards to all new land divisions to provide additional protections and use restrictions in riparian area, and to allow cluster and planned developments in areas with a flood plain combining zone with additional protections and use restrictions in riparian area. At the public hearing of November 8, Ordinance No. 2017-004 will be presented for the Board's consideration. nTHFR ITFMS • Press Release Whitney Hale, Public Information Officer and Matt Martin, Community Development Department presented this item. A press release will be sent out regarding the marijuana evaluation survey. The Board was asked for their input and date of survey deadline. Commissioners Baney and DeBone were supportive of the language. Commissioner Henderson suggested a statement the County was asked by the legislature to do this. Commissioner DeBone noted Deschutes County had concluded we were committed to review the regulations. The deadline to submit the survey will be November 30tH • Arts & Culture Grant Judith Ure, Management Analyst received 15 applications for the Arts & Culture Grant Program. A summary of the applications was presented to show criteria and assessment of the application requirements. Ms. Ure reported there is $30,000 to award and have received requests totaling $90,000. The original proposal from the Board was to award two grants at $10,000 each and two grants at $5,000 each. Ms. Ure will bring this item back for consideration at a future Work Session. Minutes of Board of Commissioners' Work Session November 1, 2017 Page 3 of 4 EXECUTIVE SESSION: At 3:58 p.m., the Board went into Executive Session under ORS 192.660 (2) (e) Real Property Negotiations. The Board came out of Executive Session at 4:25 p.m. OTHER ITEMS continued: • Budget Committee: County Administrator Anderson shared the budget committee applications with the Board. All three Commissioners are interested in participating on the interview panel. ADJOURN: Being no further discussion, the meeting adjourned at 4:26 p.m. DATED this -- ° Day of JM)MVX/Y--2017 for the Deschutes County Board of Commissioners. ATTEST: Record in ecretary Tammy Baney, Chair Anthony DeBone, Vice Chair �2 h W- \-, Philip G. Hend rson, ?omkiissioner Minutes of Board of Commissioners' Work Session November 1, 2017 Page 4 of 4 Deschutes County Board of Commissioners 1300 NW Wall St, Bend, OR 97703 (541) 388-6570 — Fax (541) 385-3202 — https://www.deschutes.org/ WORK SESSION AGENDA DESCHUTES COUNTY BOARD OF COMMISSIONERS 1:30 PM, WEDNESDAY, NOVEMBER 1, 2017 Allen Conference Room - Deschutes Services Building, 2ND Floor — 1300 NW Wall Street — Bend Pursuant to ORS 192.640, this agenda includes a list of the principal subjects anticipated to be addressed 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 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. CALL TO ORDER ACTION ITEMS Solid Waste Management Plan Kickoff - Timm Schimke, Director of Solid Waste 2. Wildlife Area Combining Zone Amendments - Peter Gutowsky, Planning Manager 3. Preparation Discussion for Flood Plain Zone Amendments Hearing - Matthew Martin, Senior Planner EXECUTIVE SESSION Executive Session under ORS 192.660 (2) (e) Real Property Negotiations 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)(b), 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. Board of Commissioners Work Session Agenda Wednesday, November 1, 2017 Page 1 of 2 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. ADJOURN Deschutes County encourages persons with disabilities to participate in all programs and activities. To request this information in an alternate format please call (541) 617-4747. FUTURE MEETINGS: Additional meeting dates available at www.deschutes.org/meetingcalendar (Please note: Meeting dates and times are subject to change. All meetings take place 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.) Board of Commissioners Work Session Agenda Wednesday, November 1, 2017 Page 2 of 2 C ui 4� ui Z 0 0 7A Ln uj ca 0 z N cr- 0 uj kA vi ui CL U- 0 LAJ W ui uj I I CL Deschutes County Board of Commissioners 1300 NW Wall St, Bend, OR 97703 (541) 388-6570 — Fax (541) 385-3202 — https://www.deschutes.org/ AGENDA REQUEST & STAFF REPORT For Board of Commissioners Work Session of November 1, 2017 DATE: October 26, 2017 FROM: Timm Schimke, Solid Waste, 541-317-3177 TITLE OF AGENDA ITEM: Solid Waste Management Plan Kickoff ATTENDANCE: Timm Schimke, J.R. Miller consultants SUMMARY: The purpose of this agenda item is to introduce the Board to the consultant team that will be working with us to develop the Solid Waste Management Plan. In addition, we would like the commissioners comments and feedback on the stated purpose and goal of the plan, and the guiding principles as presented in the attached document. Deschutes County — Solid Waste Management Plan (SWMP) Plan Purpose and Goals The SWMP will examine each component of the Deschutes County solid waste system. It is designed to provide guidance and a direction for developing policies and programs as well as the infrastructure needed to manage solid waste over a 15 -year planning period (2018-2033). It is important to acknowledge there are many stakeholders that are impacted by the direction and decisions made for managing solid waste. This included generators including residential, institutions and businesses, cities and service providers. As such these stakeholders need to be consulted and provided opportunity to provide input as the plan is prepared. Gaining consensus and support for the direction of the services to be provided is important going forward with implementing the recommendations. It should also be recognized that solid waste practices, regulations, and technologies are dynamic in nature and will result in a need to routinely update the SWMP on a regular basis in the future. Thus, the purpose of the management plan is to prioritize the steps necessary to continue to provide cost effective services, set a timetable for when decisions are made and identify the facilities needed for managing the required services. The plan provides the tool that communicates a strategy and implementation schedule to manage Deschutes County recycling and waste management services. In developing a SWMP that will guide the decisions and direction for managing solid waste the County has embraced several goals and guiding principles for how waste is managed. These guiding principles consider the emphasis of the State of Oregon's 2050 Vision to reduce waste disposed in landfills and to recover more materials consistent with a theme is to have local jurisdiction manage waste as a resource. While these directives are an important consideration, the County will rely on strategies that can accomplish these goals with an understanding they are fiscally responsible and in sync with delivering cost effective services. The overriding goal for the County is "to work cooperatively with Cities and service providers to offer an integrated solid waste management system that delivers quality and cost-effective services while achieving the best use of our resources and reducing waste disposed in landfills' . Guiding Principals As the SWMP is prepared there are several guiding principles that will be considered in order to select the best approach from meeting the goals of the County and its partners. Achieving this objective requires that the plan attain a balance between cost-effectiveness and environmental responsibility, as well as being technologically feasible and accepted by the public. These specific objectives are: 1. To provide an integrated solid waste management system that achieves an effective combination of strategies and programs guided by the principles adopted in the state hierarchy to reduce waste at the source, reuse and recycle materials, compost, recover energy and land disposal. 2. To continue educating consumers in order to promote practices and methods to reduce the long-term per capita waste generation and seek through community outreach a cooperative approach to assume individual responsibility to prevent waste. 3. To promote an approach for managing solid waste that supports continuation of building a more sustainable future. 4. To develop programs and support implementation of facilities that seek to ensure materials recovered from the waste stream attain the highest and best use and are recycled. 5. To develop a solid waste system that is based on sound financial principles, provides cost effective services and maintains rate stability over a long term, while allocating cost equitably to all users. 6. To maintain system flexibility to respond to changes in waste stream composition, waste management technologies, public preferences, new laws and changing circumstances. As the SWMP is being prepared the Advisory Group working with staff and the consultant team will be using these guiding principals to evaluate options and select a course of action for managing waste over the next 20 years. What are the key Issues to be addressed by the Plan? With the commitment to produce a comprehensive SWMP the County has an opportunity to fully assess all aspects of the solid waste system and with its stakeholders identify deficiencies and opportunities to make improvements. It also offers the opportunity to examine the current infrastructure and to plan for future investments strategically and develop a financial plan to implement improvements in the most cost-effective approach. Some of the key issues to be addressed in the update are as follows: 1. Currently the County recovery rate is 36%. What strategies can be implemented that will increase the recovery rate to potentially meet the 2025 recovery goal of 45%? 2. What are the impacts and what changes are needed if any to the current collection services considering the potential for new recycling programs and to address the persistent population growth in the County? 3. Are there strategies that can be implemented in the near term that might extend the site life of Knott Landfill? 4. Are there proven and reliable technologies that would be cost effective to implement that would further reduce the County's dependency on landfill disposal? 5. What is the best approach for providing for reliable and cost effective long term disposal capacity? 6. What investments/ improvements are needed at the County's transfer station to address the long term system needs and to provide convenient cost effective services? 7. What is the best approach to optimize the extraction and utilization of landfill gas generated at the Knott Landfill.? 8. What is best approach for funding the capital improvements required to meet the future solid waste system needs? 9. What is the timeline/ schedule when critical investments in the solid waste system are needed and when do facilities need to be operational? These represent some of the key issues and concerns to be addressed in the 2018 SWMP. As each component of the solid waste system is assessed, the consultant team working with the County and stakeholders will identify and discuss the needs and opportunities pertaining to a specific component of the solid waste system. As each component of the solid waste system is reviewed and updated, issues related to meeting the goals of the SWMP will be addressed. How will the Plan be Prepared ? Deschutes County SWMP Interactive Planning Process Project Kickoff Draft DraFtCh.3 Dr'sC 6 Reca nmr_n- 3 Draft Draft Ch 6 Project God Cfi. 1 & 2- Waste Ch.5 Reva+o:�s tsfieeting _� in troductaan Reduct�rn R/R DraftCb. a Transfer & E+isting & 2.igmt. P. Draft Draft � Pudic Condit�ns Re rf c7 6 Ch- 4 Ch. 3 &4 hueting Recamrren- Rf Rdat;^ns AG HAdvisory Advisory r"tdvisory OM Group Group PUb1jC Dr'sC 6 Reca nmr_n- Draft Final SWMP SiArA/►P To Board Draft Draft Ch 6 dats:ns Ch.5 Afternatree tsfieeting _� C^ ect»aa+! tc'+ncAagez! R/R DraftCb. a Transfer iandf Opt-ansG 2.igmt. P. i final IPblic Meeting7 Deschutes County Board of Commissioners 1300 NW Wall St, Bend, OR 97703 (541) 388-6570 — Fax (541) 385-3202 — https://www.deschutes.org/ AGENDA REQUEST & STAFF REPORT For Board of Commissioners Work Session of November 1, 2017 DATE: October 24, 2017 FROM: Peter Gutowsky, Community Development, 541-385-1709 TITLE OF AGENDA ITEM: Wildlife Area Combining Zone Amendments The Board of County Commissioners is conducting a work session on November 1, 2017 in preparation for a public hearing on Monday, November 6 at 10:00 a.m. to consider Comprehensive Plan and zoning text amendments relating to Deschutes County's Wildlife Area Combining Zone. P.O. Box 68G5 1 17 NW Lafayette Avenue Bend, Oregon 97788-6005 Phone: (541) 388-6575 Fax: (541) 385-1764 http:,/ uvtivU%�.deschutes.org`/cd MEMORANDUM TO: Deschutes County Board of Commissioners FROM: Peter Gutowsky, AICP, Planning Manager DATE: October 25, 2017 SUBJECT: Wildlife Area / Comprehensive Plan and Text Amendments / Work Session The Board of County Commissioners (Board) is conducting a work session on November 1, 2017 in preparation for a public hearing on November 6 to consider amendments relating to Deschutes County's Wildlife Area Combining Zone. COMPREHENSIVE PLAN AND ZONING TEXT AMENDMENTS The proposed amendments to the Comprehensive Plan and Deschutes County Code (DCC) 18.88, Wildlife Area Combining Zone are described in Ordinance Nos. 2017-016 and 2017-017 (Attachments 1 and 2). 11. PLANNING COMMISSION RECOMMENDATION The Planning Commission held a hearing on September 28, 2017, deliberated on October 12, and recommended denial of the text amendment to clarify that churches are allowed in the Wildlife Area Combining Zone. Instead, the commission recommends the County consider a different text amendment to limit uses (i.e., not allow churches, wineries, agri-tourism, hunting lodges, etc.) in the Wildlife Area Combining Zone to satisfy the Religious Land Use and Institutionalized Persons Act (RLUIPA). III. REVISED AMENDMENTS Staff is introducing revised amendments for consideration during the Board's public hearing that allows churches in the WA zone only if the applicant can demonstrate that prohibiting a proposed church or other religious exercise violates any provision of RLUIPA (Attachment 3). Staff is introducing the revised amendments to respond to arguments regarding the applicability of different RLUIPA provisions made by the public during the Planning Commission's hearing. Likewise, staff is introducing the revised amendments in an attempt to address the same concerns raised by the Planning Commission albeit in a different fashion. %lurxlitrt Set -vices 1'er,jorrxied with Pride IV. RLUIPA RLUIPA is a law designed in part to protect religious assemblies and institutions from zoning and historic landmark laws that substantially interfere with the assemblies' and institutions' religious exercise. It also protects individuals and religious institutions, including churches, mosques, and synagogues, in their use of land and buildings for religious purposes. RLUIPA was passed unanimously by Congress on July 27, 2000 and signed into law by President Clinton on September 22, 2000. In a recent Land Use Board of Appeals (LUBA) opinion reversing a Deschutes County Hearings Officer decision approving a church on a parcel zoned for EFU and within a Wildlife Area Combining Zone, LUBA ruled that the uses listed in DCC 18.88.040(B) are deemed to be inherently incompatible with winter range and are uniformly prohibited on winter range in all cases.' LUBA also determined that the RLUIPA arguments raised by the intervenor (applicant) where undeveloped .2 Notably RLUIPA provisions include the equal terms clause which prohibits a government from imposing a land use regulation in a manner that treats a religious assembly or institution on less than equal terms with a non -religious assembly or institution .3 Likewise the substantial burden clause prohibits a government from imposing a land use regulation in a manner that imposes a substantial burden on the religious exercise of a person, religious assembly, or institution unless the governments demonstrates that the imposition of the burden is in furtherance of a compelling governmental interest and is the least restrictive means possible.' Last, the safe harbor clause authorizes a government to avoid RLUIPA's preemptive force by changing the policy or practice that violates RLUIPA, by exempting the policy or practice in a particular circumstance, or any other means that eliminates the RLUIPA issue.5 In 2012, Deschutes County adopted Ordinance No. 2012-004, allowing agri-tourism and commercial events and activities in the Exclusive Farm Use Zone with a Wildlife Area Combining Zone, subject to time, place, and manner regulations. Following the aforementioned LUBA decision that determined that churches are prohibited in certain parts of the Wildlife Area Combining Zone, staff are proposing amendments to the Comprehensive Plan and DCC 18.88 to allow churches in the Wildlife Area Combining Zone to ensure continued compliance with RLUIPA. V. WILDLIFE AREA COMBINING ZONE During periodic review, to address wildlife protection, Deschutes County adopted Ordinance Nos. 92- 041 and 92-042 concurrently. These ordinances amended the Wildlife Chapter of the Comprehensive Plan, and DCC 18.88, Wildlife Area Combining Zone. Ordinance 92-041 adopted deer winter range, antelope and elk habitat boundaries based on an Economic, Social, Environmental and Energy (ESEE) analysis. The conclusions, noted in Ordinance 92-041, Exhibit A, Pages 24, 34, and 40 found that the identified deer winter range, elk and antelope habitat and other conflicting uses within their ranges are important relative to each other, and that the conflicts should be balanced by restricting or regulating certain uses and prohibiting others. Although when comparing other applicable provision in the Oregon Revised Statutes and Deschutes County Code that specifically allowed churches, the intent and impacts of Ordinance No. 92-042 were debatable. Nonetheless, LUBA's aforementioned decision suggested that 1 Central Oregon Landwatch v. Deschutes County. LUBA No. 2016-103. Page 23, Z Ibid. Page 24. 3 42 USC § 2000cc(b). ' 42 USC § 2000cc(a). s 42 USC § 2000cc-3(e). -2- the amendments to DCC 18.88 did not allow churches as a conditional use in that portion of the Wildlife Area Combining Zone designated as deer winter range, significant elk habitat or antelope range .6 Table 1 disaggregates deer winter range, significant elk habitat and antelope range by acreage, underlying zoning, and affected non-federal parcels.' Included are maps depicting their location (Attachments 4 to 6). Table 1— Wildlife Area Combining Zone Attachments: 1. Ordinance No. 2017-016 2. Ordinance No. 2017-017 3. Revised Amendment 4. Deer Winter Range Map 5. Elk Habitat Map 6. Antelope Habitat Map 6 Ordinance No. 92-042, Exhibit A. Page 2. DCC 18.88.040(B). Uses Permitted Conditionally. The following uses are not permitted in that portion of the Wildlife Area Combining Zone designated as deer winter ranges, significant elk habitat or antelope range as conditional uses: 3) Church. ' State law prohibits churches in the Forest Use zone. -3- Zoning Habitat Rural Residential Multiple Use Agriculture EFU Forest Use 1 and 2 3,905 Acres 165 Acres 25,420 Acres 35,579 Acres Deer Winter Range 639 Parcels 47 Parcels 513 Parcels 252 Parcels' Significant Elk 624 Acres 0 Acres 0 Acres 1,110 Acres Habitat 795 Parcels 0 Parcels Parcels 31 Parcels 0 Acres 0 Acres 111,498 Acres 160 Acres Antelope Range Parcels Parcels 813 Parcels 1 Parcels Attachments: 1. Ordinance No. 2017-016 2. Ordinance No. 2017-017 3. Revised Amendment 4. Deer Winter Range Map 5. Elk Habitat Map 6. Antelope Habitat Map 6 Ordinance No. 92-042, Exhibit A. Page 2. DCC 18.88.040(B). Uses Permitted Conditionally. The following uses are not permitted in that portion of the Wildlife Area Combining Zone designated as deer winter ranges, significant elk habitat or antelope range as conditional uses: 3) Church. ' State law prohibits churches in the Forest Use zone. -3- REVIEWED LEGAL COUNSEL BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON An Ordinance Amending Deschutes County Comprehensive Plan to recognize churches are permitted in the Wildlife Area Combining Zone in * ORDINANCE NO. 2017-016 order to comply with the Religious Land Use and Institutionalized Persons Act and its equal terms clause and Declaring an Emergency. WHEREAS, the Deschutes County Community Development Department (CDD) initiated an amendment (Planning Division File No. 247 -17 -000703 -PA) to the Deschutes County Comprehensive Plan, Chapter 2, Resource Management, to permit churches in the Wildlife Area Combining Zone; and WHEREAS, the Deschutes County Planning Commission reviewed the proposed changes on July 13, 2017, and forwarded to the Deschutes County Board of County Commissioners ("Board"), a unanimous recommendation of approval; and WHEREAS, the Board considered this matter after a duly noticed public hearing on [date], and concluded that the public will benefit from the proposed changes to the Deschutes County Comprehensive Plan; now, therefore, THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON, ORDAINS as follows: Section 1. AMENDMENT. DCC 23.01.010, Introduction, is amended to read as described in Exhibit "A," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in strike4wough. Section 2. AMENDMENT. Deschutes County Comprehensive Plan Chapter 2, Resource Management, is amended to read as described in Exhibit `B," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in soil reugh. Section 3. AMENDMENT. Deschutes County Comprehensive Plan Chapter 5, Supplementary Sections, is amended to read as described in Exhibit "C," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in str-ikethfoe . Section 4. FINDINGS. The Board adopts as its findings Exhibit "D", and incorporated by reference herein. PAGE 1 OF 2 - ORDINANCE NO. 2017-016 Section 5. EMERGENCY. This Ordinance being necessary for the immediate preservation of the public peace, health and safety, an emergency is declared to exist, and this Ordinance takes effect on its passage. Dated this of , 2017 BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON TAMMY BANEY, Chair ANTHONY DeBONE, Vice Chair ATTEST: Recording Secretary PHILIP G. HENDERSON, Commissioner Date of Is` Reading: day of , 2017. Date of 2nd Reading: day of 52017. Record of Adoption Vote Commissioner Yes No Abstained Excused Tammy Baney Anthony DeBone Philip Henderson Effective date: day of , 2017. ATTEST: Recording Secretary PAGE 2 OF 2 - ORDINANCE NO. 2017-016 Chapter 23.01 COMPREHENSIVE PLAN Chapter 23.01 COMPREHENSIVE PLAN 23.01.010. Introduction. A. The Deschutes County Comprehensive Plan, adopted by the Board in Ordinance 2011-003 and found on the Deschutes County Community Development Department website, is incorporated by reference herein. B. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2011-027, are incorporated by reference herein. C. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2012-005, are incorporated by reference herein. D. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2012-012, are incorporated by reference herein. E. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2012-016, are incorporated by reference herein. F. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2013-002, are incorporated by reference herein. G. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2013-009, are incorporated by reference herein. H. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2013-012, are incorporated by reference herein. I. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2013-007, are incorporated by reference herein. J. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2014-005, are incorporated by reference herein. K. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2014-006, are incorporated by reference herein. L. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2014-012, are incorporated by reference herein. M. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2014-021, are incorporated by reference herein. N. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2014-027, are incorporated by reference herein. O. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2015-021, are incorporated by reference herein. P. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2015-029, are incorporated by reference herein. Q. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2015-018, are incorporated by reference herein. R. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2015-010, are incorporated by reference herein. S. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2016-001, are incorporated by reference herein. T. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2016-022, are incorporated by reference herein. U. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2016-005, are incorporated by reference herein. PAGE 1 OF 2 — EXHIBIT A TO ORDINANCE 2017-016 V. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2016-027, are incorporated by reference herein. W. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2016-029, are incorporated by reference herein. X. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2017-016 are incorporated by reference herein. (Ord. 2017-016 § 1, 2017; Ord. 2016-029 § 1, 2016; Ord. 2016-027 § 1, 2016; Ord. 2016-005 § 1, 2016; Ord. 2016-022 §1, 2016; Ord. 2016-001 §1, 2016; Ord. 2015-010 §1, 2015; Ord. 2015-018 § 1, 2015; Ord. 2015-029 § 1, 2015; Ord. 2015-021 § 1, 2015; Ord. 2014-027 § 1, 2014; Ord. 2014-021 §1, 2014; Ord. 2014-12 §1, 2014; Ord. 2014-006 §2, 2014; Ord. 2014-005 §2, 2014; Ord. 2013-012 §2, 2013; Ord. 2013-009 §2, 2013; Ord. 2013-007 §1, 2013; Ord. 2013-002 §1, 2013; Ord. 2013-001 §1, 2013; Ord. 2012-016 §1, 2012; Ord. 2012-013 §1, 2012; Ord. 2012-005 §1, 2012; Ord. 2011-027 §1 through 12, 2011; Ord. 2011-017 repealed; Ord.2011-003 §3, 2011) Click here to be directed to the Comprehensive Plan (http://www.deschutes.org/compplan) PAGE 2 OF 2 — EXHIBIT A TO ORDINANCE 2017-016 .Se0u' 0V1. 2- W'U01U, Background Wildlife diversity is a major attraction of Deschutes County. It was mentioned in many Comprehensive Plan meetings in 2008 and 2009 as important to the community. Healthy wildlife populations are often a sign of a healthy environment for humans as well as other species. The key to protecting wildlife is protecting the habitats each species needs for food, water, shelter and reproduction. Also important is retaining or enhancing connectivity between habitats, in order to protect migration routes and avoid isolated populations. Wildlife is tied to land use planning because human development impacts habitats in complex ways. Wildlife protections are provided by federal, state and local governments. Oregon land use planning protects wildlife with Statewide Planning Goal 5, Open Spaces, Scenic and Historical Areas and Natural Resources and the associated Oregon Administrative Rule (OAR) 660-023 (this Rule replaced 660-016 in 1996). Statewide Goal 5 includes a list of resources which each local government must inventory, including wildlife habitat. The process requires local governments to inventory wildlife habitat and determine which items on the inventory are significant. For sites identified as significant, an Economic, Social, Environmental and Energy (ESEE) analysis is required. The analysis leads to one of three choices: preserve the resource, allow proposed uses that conflict with the resource or strike a balance between the resource and the conflicting uses. A program must be provided to protect the resources as determined by the ESEE analysis. In considering wildlife habitat, counties rely on the expertise of the Oregon Department of Fish and Wildlife (ODFW) and U.S. Fish and Wildlife Service (USFWS). Those agencies provide information for the required wildlife inventory and recommendations on how to protect wildlife habitat on private lands. Note that this section focuses on wildlife, while fish are covered in the Water Resources section of this Plan. Wildlife Designations Comprehensive Planning for Wildlife Plan 2000, the Comprehensive Plan adopted in 1979, included a Fish and Wildlife Chapter with policies aimed at protecting wildlife. That Plan also noted the controversial nature of wildlife protections. To implement the Plan policies, the Wildlife Area Combining Zone was adopted. This overlay zone was intended to protect identified big game habitat through zoning tools such as appropriate lot sizes and setbacks. In 1986 a River Study was completed and adopted into the Resource Element. Goals and policies from that study, including wildlife goals, were added to Plan 2000. As part of State mandated Periodic Review, the County took another look at wildlife protections to further comply with the requirements of Goal 5 and the then prevailing OAR 660-16. The County worked with the ODFW to obtain the most recent inventory information on fish and wildlife resources in the county and to identify uses conflicting with those resources. This information was used to update the inventories and amend the ESEE analyses. DESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 2 RESOURCE MANAGEMENT SECTION 2.6 WILDLIFE PAGE I OF 10 - EXHIBIT B TO ORDINANCE NO. 2017-016 In addition, ODFW provided information to support zoning ordinance provisions to resolve conflicts between fish and wildlife resource protection and development. The County adopted a Sensitive Bird and Mammal Combining Zone which identified and protected specific bird nests or leks and bat hibernating or nursery sites. Ordinances for Compliance with Goal 5 During periodic review in 1992, Deschutes County met the requirements of Goal 5 by: The adoption of Goals and Policies in Ordinance 92-040 reflecting Goal 5 requirements, including a Sensitive Bird and Mammal Combining Zone to identify and protect specific bird nests or leks and bat hibernating or nursery sites; The adoption of Ordinance 92-041 amended the comprehensive plan to inventory each Goal 5 resource, analyze conflicting uses, and analyze the ESEE consequences of protecting or not protecting inventoried fish and wildlife resources; The adoption of zoning ordinance provisions in Ordinance 92-042, as applied to inventoried sites by the map adopted by Ordinance 92-046. In 2015, the Land Conservation and Development Commission (LCDC) adopted rules to Oregon Administrative Rule (OAR) chapter 660, division 23, to establish procedures for considering development proposals on lands identified as Greater Sage -Grouse Area Habitat. Deschutes County met the requirements by: Adopting the 2015 Goal 5 Greater Sage Grouse habitat Area Inventory Map into its Comprehensive Plan and amending the Sensitive Bird and Mammal Habitat Inventory to remove 1990 sage grouse lek and range data by Ordinance 2015-010 (Those maps are incorporated by reference herein); and, Adopting sage grouse regulations as a Greater Sage Grouse Area Combining Zone by Ordinance 2015-011. Wildlife Snapshot 2008-2009 Source: County GIS data There are 816,649 acres in Deschutes County's Wildlife Area Combining Zone. There are 40 sites protected by the Sensitive Bird and Mammal Habitat Combining Zone. 76% of County land is owned and managed by the Federal government through the U.S. Forest Service and Bureau of Land Management. Source: Fishing, Hunting, Wildlife Viewing, and Shellfishing in Oregon, 2008 May 2009 Prepared for Oregon Department of Fish and Wildlife by Dean Runyan Associates ■ Nearly $70 million was spent in Deschutes County on travel generated expenditures on wildlife viewing, fishing and hunting by people from over 50 miles away. ■ Over 60% of the $70 million noted above was spent for wildlife viewing, with fishing second with nearly 30% and nearly 10% on hunting. ■ Over $8 million in revenue from fishing, hunting and wildlife viewing came from people who live in the County or within 50 miles of the County. ■ Over 60% of the $8 million noted above was spent on fishing, over 20% was spent on hunting and under 20% was spent on wildlife viewing. ■ All total, over $78 million was spent in Deschutes County on fishing, hunting and wildlife viewing. DESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 2 RESOURCE MANAGEMENT SECTION 2.6 WILDLIFE PAGE 2 OF 10 - EXHIBIT B TO ORDINANCE NO. 2017-016 Deer Migration Corridor The Bend/La Pine migration corridor is approximately 56 miles long and 3 to 4 miles wide and parallels the Deschutes and Little Deschutes Rivers. The corridor is used by deer migrating from summer range in the forest along the east slope of the Cascades to the North Paulina deer winter range. Deschutes County adopted a "Deer Migration Priority Area" based on a 1999 ODFW map submitted to the South County Regional Problem Solving Group. This specific sub -area is precluded from destination resorts. Deer Winter Range The ODFW identified the Metolius, Tumalo and North Paulina deer winter ranges during Deschutes County's initial comprehensive plan. The boundaries of these winter ranges are shown on the Big Game Sensitive Area map in the 1978 Comprehensive Plan and have been zoned with the Wildlife Combining Zone since 1979. The winter ranges support a population of approximately 15,000 deer. In 1992, ODFW recommended deer winter range in the northeast corner of the county, in the Smith Rock State Park area, be included in the Deschutes County inventory and protected with the same measures applied to other deer winter range. This area was officially included and mapped on the Wildlife Combining Map when Ordinance 92-040 was adopted by the Board of County Commissioners. Elk Habitat The Land and Resource Management Plan for the Deschutes National Forest identifies 6 key elk habitat areas in Deschutes County. The ODFW also recognizes these areas as critical elk habitat for calving, winter or summer range. The following areas are mapped on the Big Game Habitat Area map and in the Deschutes National Forest Land and Resource Management Plan: ■ Tumalo Mountain ■ Kiwa ■ Ryan ■ Crane Prairie ■ Fall River ■ Clover Meadow Antelope Habitat The Bend and Ochoco District offices of the ODFW provided maps of the antelope range and winter range. The available information is adequate to indicate that the resource is significant. The antelope habitat is mapped on Deschutes County's Big Game Habitat -Wildlife Area Combining Zone Map. Sensitive Birds Nest sites for the northern bald eagle, osprey, golden eagle, prairie falcon, great grey owl, and great blue heron rookeries are inventoried in Ordinance No. 92-041. The area required for each nest site varies between species. The minimum area required for protection of nest sites has been identified by the ODFW in their management guidelines for protecting colony nesting birds, osprey, eagles and raptor nests. DESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 2 RESOURCE MANAGEMENT SECTION 2.6 WILDLIFE PAGE 3 OF 10 - EXHIBIT B TO ORDINANCE NO. 2017-016 Federal and State Wildlife Protections Federal Protections The primary federal protection for wildlife is the Endangered Species Act (ESA), which sets the preservation of biodiversity as its highest priority. Under ESA, National Oceanic Atmospheric Administration (NOAA) Fisheries or the U.S. Fish and Wildlife Service (USFWS) list species as threatened or endangered. ESA prohibits both federal actions that jeopardize listed species and private actions that result in the "taking" of listed species. Court rulings have explicitly determined that habitat modification can lead to a "taking," even if the modification does not affect a specific individual member of the species. ESA authorizes civil and criminal suits be brought against entities that violate its substantive or procedural provisions. There are two fish species and one bird species listed as federally threatened or endangered in Deschutes County. Fish are discussed under the Water Resources section of this chapter and the bird, the Northern Spotted Owl, has not been found on private lands. State Protections It is Oregon's policy "to prevent the serious depletion of any indigenous species" (ORS 496.012). The Oregon Department of Fish and Wildlife maintains a list of fish and wildlife species determined to be either threatened or endangered according to OAR 635. When a species population is seriously depleted, recovery can be difficult and expensive as well as socially and economically divisive. To provide a positive approach to species conservation, a "sensitive" species classification was created under Oregon's Sensitive Specie Rule (OAR 635- 100-040). Table 2.7.1 lists species in Deschutes County that are listed by either federal or state wildlife agencies under the above mentioned laws. Besides the listings of endangered or threatened, species can be federally listed as candidate species or species of concern. State listings include threatened, critical and vulnerable. Each status has a definition specifying different actions. DESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 2 RESOURCE MANAGEMENT SECTION 2.6 WILDLIFE PAGE 4 OF 10 - EXHIBIT B TO ORDINANCE NO. 2017-016 Table2.6.I- Special Status of Select Mammals, Birds, Amphibians, and Reptiles in Deschutes County 2009 Species State Status Federal Status Mammals Vulnerable Species of Concern California Wolverine Threatened Species of Concern Fisher Critical -- Fringed Myotis Vulnerable -- Long-eared Myotis - Species of Concern Long-legged Myotis Vulnerable Species of Concern Pallid Bat Vulnerable - Preble's Shrew - Species of Concern Pygmy Rabbit Vulnerable Species of Concern Silver-haried bat Vulnerable Species of Concern Small -footed Myotis - Species of Concern Spotted bat Vulnerable -- Townsends western big -eared bat Critical Species of Concern Yuma Myotis -- Species of Concern Birds American Peregrine Falcon Vulnerable Delisted Bald Eagle Threatened Delisted Black Tern -- Species of Concern Black -backed Woodpecker Vulnerable -- Ferruginous Hawk Vulnerable Species of Concern Flammulated Owl Vulnerable -- Great Gray Owl Vulnerable -- Greater Sage Grouse Vulnerable Species of Concern Lewis' Woodpecker Critical Species of Concern Loggerhead Shrike Vulnerable -- Long-billed Curlew Vulnerable -- Mountain Quail Vulnerable Species of Concern Northern Goshawk Vulnerable Species of Concern Northern Spotted Owl Threatened Threatened Olive -sided Flycatcher Vulnerable Species of Concern Pileated Woodpecker Vulnerable -- Swainson's Hawk Vulnerable -- Western Burrowing Owl Vulnerable* Species of Concern White -head Woodpecker Critical Species of Concern Willow Flycatcher Vulnerable Species of Concern Yellow -breasted chat - Species of Concern Yellow -billed cuckoo Vulnerable Candidate Amphibians and Reptiles Cascades Frog Vulnerable Species of Concern Coastal tailed frog Vulnerable Species of Concern Northern Sagebrush Lizard -- Species of Concern Oregon slender salamander Vulnerable Species of Concern Oregon Spotted Frog Critical Candidate Western Pond Turtle Critical -- Western Toad Vulnerable -- * listed only for the Basin and Range Ecoregion Source: 2009 Interagency Report and ODFW DESCHUTES COUNTY COMPREHENSIVE PLAN — 2011 CHAPTER 2 RESOURCE MANAGEMENT SECTION 2.6 WILDLIFE PAGE 5 OF 10 - EXHIBIT B TO ORDINANCE NO. 2017-016 Oregon Department of Fish and Wildlife Oregon Conservation Strategy In 2006 the Oregon Conservation Strategy (OCS) was adopted by Oregon's Fish and Wildlife Commission for the state of Oregon. Wildlife and habitat issues are often crisis -driven and focused on individual species. The OSC is intended to provide a long-term, big -picture look, using the best available science, on how best to maintain and improve Oregon's species, habitats and ecosystems. This document is not intended to be a set of regulations, but rather it presents issues, opportunities and recommended actions that can serve as the basis for regional collaborative actions. The recommendations within the OCS can be used to address species and habitat conservation needs, to expand existing partnerships and develop new ones, and to provide a context for balancing Oregon's conservation and development priorities. The future of many species will depend on landowners' and land managers' willingness to voluntarily take action on their own to improve fish and wildlife habitat. The OCS works by defining ecoregions and offering an overview of each region that covers a variety of ecological, land use and economic issues. Parts of Deschutes County fall into three of the ecoregions; East Cascade, Blue Mountains and Northern Basin and Range. For Deschutes County this document offers a wealth of knowledge that can be used to inform fish and wildlife habitat policies and protect and enhance ecosystems. Fish and Wildlife Habitat Mitigation Policy The ODFW's Fish and Wildlife Habitat Mitigation Policy provides direction for their staff to review and comment on projects that may impact fish and wildlife habitat. This policy recognizes six distinct categories of wildlife habitat ranging from Category I — essential, limited, and irreplaceable habitat, to Category 6 — low value habitat. The policy goal for Category I habitat is no loss of habitat quantity or quality through avoidance of impacts by using development action if impacts cannot be avoided. The ODFW recommends avoidance of Category I habitats as they are irreplaceable, and thus mitigation is not a viable option. Categories 2-4 are for essential or important, but not irreplaceable habitats. Category 5 habitat is not essential or important, but has high restoration potential. Interagency Report In 2009 the USFW, ODFW, U.S. Forest Service and the Bureau of Land Management collaborated to provide a report on Wildlife in Deschutes County, Updated Wildlife Information and Recommendations for the Deschutes County Comprehensive Plan Update (Interagency Report). This report provided updated information to be used in revising the County Goal 5 inventory. This update will be done as part of the Goal 5 review as described in Section 2.4 of this Plan. The report also outlined numerous issues that the agencies believe are important for the County to address. The Interagency Report generated debate over how best to protect wildlife while also protecting the rights of property owners. Key issues from the report are touched on below. Economic benefits of fish and wildlife: The report notes the ODFW report by Dean Runyan regarding the economic benefits of fishing, hunting and wildlife viewing, including that Deschutes County generated more freshwater fishing revenue than any other county in Oregon. DESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 2 RESOURCE MANAGEMENT SECTION 2.6 WILDLIFE PAGE 6 OF 10 - EXHIBIT B TO ORDINANCE NO. 2017-016 Oregon Conservation Strategy. The report discusses the Oregon Conservation Strategy described above and recommends that the County use it as a guide and reference for the maintenance and enhancement of wildlife resources. Threatened and Endangered Species and Species of Concern: The report recommends developing and adopting measures to protect federal and state listed threatened and endangered species to limit conflicting use. Riparian and wetland areas for wildlife and fish: The report recommends completing and adopting a Local Wetland Inventory. The current National Wetland Inventory was done at a scale so that wetlands under 5 acres are not identified. Yet, those wetlands provide significant habitat. Deschutes County adopted a Local Wetland Inventory for South County in 2011. Oregon Spotted Frog: The report recommends adding an Oregon Spotted Frog habitat area to the wildlife area combining zone and provides some specific ideas for protecting those areas. The Oregon Spotted Frog can be found in the floodplains and wetlands along the Deschutes River and Little Deschutes River, south of Bend. Riverine oxbows are particularly key habitat. This frog is listed as a Federal Candidate and State Critical Species. Shrub -Steppe Habitat: The report recommends the County consider impacts to wildlife and habitat when development will degrade shrub -steppe habitat. Shrub -steppe habitat provides needed resources for numerous birds and mammals, including 12 Oregon listed sensitive species, and one threatened species. Large blocks of un -fragmented habitat with low human disturbance are needed to support shrub -steppe wildlife. If avoidance of these areas is not possible, providing for "no net loss' and a "net benefit" (restoration) of shrub -steppe habitat should be a vital component of any conservation plan. Greater Sage Grouse: The report provides recommendations for limiting conflicting uses near sage grouse leks and habitat. The population management objective for sage -grouse in this region (Prineville District), which includes portions of Deschutes and Crook counties, is to restore sage grouse numbers and distribution near the 1980 spring breeding population level, approximately 3,000 birds. Many aspects of human development have impacted sage grouse populations and can be considered conflicting uses. Conservation efforts focused on maintaining large expanses of sagebrush habitat, enhancing the quality of existing habitat, and increasing connections between suitable habitat patches would be most beneficial to maintaining healthy sage -grouse populations. Breeding and nesting habitat is particularly important because it is essential, limited and irreplaceable. Critical Bird and Mammal Sites: The report does not recommend additional or modification of existing protections for site specific sensitive bird and mammal sites, except for additional protections for sage grouse. The report does provide a new inventory and site specific recommendations that will be used to update the list of Goal 5 wildlife resources. Game Species: The report does not recommend changes to the existing big game winter range or migration corridor maps. It does recommend that the County revise the uses allowed in those areas to prohibit the following uses that generate activity, noise and habitat alteration: ■ Guest ranch ■ Outdoor commercial events (i.e. Wedding Venues, Farmers Market) ■ OHV course ■ Paintball course DESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 2 RESOURCE MANAGEMENT SECTION 2.6 WILDLIFE PAGE 7 OF 10- EXHIBIT B TO ORDINANCE NO. 2017-016 Shooting range Model airplane park BMX course In 2017 stemming from a Land Use Board of Appeals decision, Deschutes County amended its Wildlife Area Combining Zone in coordination with the Oregon Department of Fish and Wildlife to allow churches in deer winter range. elk habitat and antelope range. The reason for the amendment stemmed from the Religious Land Use and Institutionalized Persons Act of 2000 and its equal terms clause, which protects individuals, houses of worship, and other religious institutions from discrimination in zoning laws. Deschutes County adopted time, place, and manner restrictions so religious assembly or institution is on equal terms with nonreligious assembly or institution. The purpose was to be consistent with land use regulations applying to agri-tourism and other commercial events and activities and clarify ambiguous terms in County Code. Five years earlier, Deschutes County adopted rules permitting agri-tourism and commercial events and activities in the Exclusive Farm Use zone with a Wildlife Area Combining Zone subject to time, place, and manner regulations. The 2017 amendments mitigate for impacts associated with churches and other similar uses like agri-tourism and other commercial events, which can generate high levels of public activitys noise and habitat alteration. Outdoor events and activities are prohibited during the time of year when deer, elk and antelope rely on their habitat for calving or winter or summer range. Sensitive Species: Table 2.7.2 shows species considered sensitive to human disturbance. Mule deer are the only species in decline. Table 2.7.2 - Big Game Population Estimates, Deschutes County (2009) Cougar I —150 Black Bear —150 Silver Grey Squirrel 1 —800 * The management objective for the Paulina and Upper Deschutes Wildlife Management Units, primarily in Deschutes County, is an April adult population of 18,7000 mule deer. Source: Interagency Report Fish and Wildlife Habitat Mitigation Policy. The Interagency Report includes one recommendation that is only from the ODFW. They recommend that the County require impact avoidance for development that will impact Category I habitat and require a wildlife mitigation plan for development that will impact habitat Categories 2-5, to limit conflicting uses. The Interagency Report recommendations will be considered more closely when the Goal 5 review is undertaken. DESCHUTES COUNTY COMPREHENSIVE PLAN — 2011 CHAPTER 2 RESOURCE MANAGEMENT SECTION 2.6 WILDLIFE PAGE 8 OF 10 - EXHIBIT B TO ORDINANCE NO. 2017-016 Future of Wildlife and Habitat in Deschutes County Coordination Much of the wildlife habitat in Deschutes County is located on public lands. Federal lands make up 76% of County lands with another 3% State or County owned. Federal lands are not subject to County regulation but as noted in the Forest section of this Plan, they are important economic generators that also contribute to the community's quality of life, providing ample opportunities for wildlife viewing, fishing and hunting. It should be noted that not all federal lands are managed for wildlife habitat. Regarding public lands the County's role is to coordinate with the land management agencies to ensure development approved by the County does not impact wildlife. Another area for coordination is with the Trust for Public Lands (TPL). In 2009 this non-profit group initiated a Greenprint effort that will identify specific areas needing protection, including wildlife habitat. A survey done by this organization identified protecting wildlife habitat as important to County residents. Rural Development The loss of wildlife species and habitat may lead to declining recreational opportunities, tourist dollars and quality of life. Yet, many species are sensitive to human development, with some species benefiting and some harmed by land disturbance. New structures or infrastructure can fragment habitats. Barriers such as roads, dams or housing can interfere with migration routes and connectivity leading to isolated and unhealthy populations. Development can also increase non-native and invasive species. Most Deschutes County residents consider the local wildlife as one of the benefits of living in this region. With careful planning, many of the impacts to wildlife habitat can be mitigated. DESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 2 RESOURCE MANAGEMENT SECTION 2.6 WILDLIFE PAGE 9 OF 10- EXHIBIT B TO ORDINANCE NO. 2017-016 sect�ov�. 2.& W��dUfe 7>oU'cies Goals and Policies Goal I Maintain and enhance a diversity of wildlife and habitats. Policy 2.6.1 Goal 5 wildlife inventories, ESEEs and programs are retained and not repealed. Policy 2.6.2 Promote stewardship of wildlife habitats and corridors, particularly those with significant biological, ecological, aesthetic and recreational value. Policy 2.6.3 Ensure Goal 5 wildlife inventories and habitat protection programs are up-to- date through public processes and expert sources, such as the 2009 Interagency Report. Policy 2.6.4 Support incentives for restoring and/or preserving significant wildlife habitat by traditional means such as zoning or innovative means, including land swaps, conservation easements, transfer of development rights, tax incentives or purchase by public or non-profit agencies. Policy 2.6.5 Assist in providing information and education on wildlife and habitat protection. Policy 2.6.6 Review the Oregon Conservation Strategy when amending the Wildlife section of this Plan. Policy 2.6.7 Use a combination of incentives, regulations and education to promote stewardship of wildlife habitat and address the impacts of development. Policy 2.6.8 Balance protection of wildlife with wildland fire mitigation on private lands in the designated Wildland Urban Interface. Goal 2 Promote the economic and recreational benefits of wildlife and habitat. Policy 2.6.9 Encourage wildlife related tourism. Policy 2.6. 10 Coordinate with stakeholders to ensure access to significant wildlife and riparian habitat through public or non-profit ownership. Goal 3 Support retaining populations of Federal and State protected endangered species. Policy 2.6.1 1 Develop local approaches, in coordination with Federal and State agencies, for protecting Federal or State Threatened or Endangered Species or Species of Concern. Policy 2.6.12 Address potential conflicts between large-scale development and sage grouse habitat using Ordinances Nos. 2010-010 and 20 10-01 I, which are consistent with OAR 660-023-0115. DESCHUTES COUNTY COMPREHENSIVE PLAN - 201 1 CHAPTER 2 RESOURCE MANAGEMENT REFERENCES PAGE 10 OF 10 - EXHIBIT B TO ORDINANCE NO. 2017-016 sectL'ow 5:12 Leg%slatWe +-tistoru Background This section contains the legislative history of this Comprehensive Plan. Table S.I 1.1 Comprehensive Plan Ordinance History Ordinance Date Adopted/ Effective Chapter/Section Amendment All, except Transportation, Tumalo and Terrebonne 2011-003 8-10-1 1/ 1 1-9-1 1 Community Plans, Deschutes Junction, Comprehensive Plan update Destination Resorts and ordinances adopted in 2011 2.5, 2.6, 3.4, 3.10, 3.5, Housekeeping amendments to 2011-027 10-31-1 1 / 1 1-9-1 1 4.6, 5.3, 5.8, 5.1 1, 23.40A, 23.40B, ensure a smooth transition to 23.40.065, 23.01.010 the updated Plan 2012-005 8-20-12/11-19-12 23.60, 23.64 (repealed), 3.7 (revised), Appendix C Updated Transportation (added) System Plan 2012-012 8-20-12/8-20-12 4.1, 4.2 La Pine Urban Growth Boundary 2012-016 12-3-12/3-4-13 3.9 Housekeeping amendments to Destination Resort Chapter Central Oregon Regional 2013-002 1-7-13/1-7-13 4.2 Large -lot Employment Land Need Analysis Comprehensive Plan Map Amendment, changing 2013-009 2-6-13/5-8-13 1.3 designation of certain property from Agriculture to Rural Residential Exception Area Comprehensive Plan Map 2013-012 5-8-13/8-6-13 23.01.010 Amendment, including certain property within City of Bend Urban Growth Boundary Newberry Country: A Plan 2013-007 5-29-13/8-27-13 3.10, 3.1 1 for Southern Deschutes County Page I of 3 - EXHIBIT C TO ORDINANCE NO. 2017-016 Page 2 of 3 - EXHIBIT C TO ORDINANCE NO. 2017-016 Comprehensive Plan Map 2013-016 10-21-13/10-21-13 23.01.010 Amendment, including certain property within City of Sisters Urban Growth Boundary Comprehensive Plan Map 2014-005 2-26-14/2-26-14 23.01.010 Amendment, including certain property within City of Bend Urban Growth Boundary 2014-012 4-2-14/7-1-14 3.10, 3.1 1 Housekeeping amendments to Title 23. Comprehensive Plan Map Amendment, changing designation of certain 2014-021 8-27-14/11-25-14 23.01.010, 5.10 property from Sunriver Urban Unincorporated Community Forest to Sunriver Urban Unincorporated Community Utility Comprehensive Plan Map Amendment, changing designation of certain 2014-021 8-27-14/11-25-14 23.01.010, 5.10 property from Sunriver Urban Unincorporated Community Forest to Sunriver Urban Unincorporated Community Utility Comprehensive Plan Map Amendment, changing 2014-027 12-15-14/3-31-15 23.01.010, 5.10 designation of certain property from Agriculture to Rural Industrial Comprehensive Plan Map Amendment, changing 2015-021 11-9-15/2-22-16 23.01.010 designation of certain property from Agriculture to Surface Mining. Comprehensive Plan Map Amendment, changing 2015-029 1 1-23-15/ 1 1-30-15 23.01.010 designation of certain property from Tumalo Residential 5 -Acre Minimum to Tumalo Industrial 2015-018 12-9-15/3-27-16 23.01.010, 2.2, 4.3 Housekeeping Amendments to Title 23. Page 2 of 3 - EXHIBIT C TO ORDINANCE NO. 2017-016 Page 3 of 3 - EXHIBIT C TO ORDINANCE NO. 2017-016 Comprehensive Plan Text and 2015-010 12-2-15/12-2-15 2.6 Map Amendment recognizing Greater Sage -Grouse Habitat Inventories Comprehensive Plan Map Amendment, changing 2016-001 12-21-15/04-5-16 23.01.010; 5.10 designation of certain property from, Agriculture to Rural Industrial (exception area) Comprehensive Plan Amendment to add an exception to Statewide 2016-007 2-10-16/5-10-16 23.01.010; 5.10 Planning Goal I I to allow sewers in unincorporated lands in Southern Deschutes County Comprehensive Plan Amendment recognizing non - 2016 -005 11-28-16/2-16-17 23.01.010, 2.2, 3.3 resource lands process allowed under State law to change EFU zoning Comprehensive plan 2016-022 9-28-16/11-14-16 23.01.010, 1.3, 4.2 Amendment, including certain property within City of Bend Urban Growth Boundary Comprehensive Plan Map Amendment, changing 2016-029 12-14-16/12/28/16 23.01.010 designation of certain property from, Agriculture to Rural Industrial Comprehensive Plan 2017-016 TBD 23.01, 2.6 Amendment permitting churches in the Wildlife Area Combining Zone Page 3 of 3 - EXHIBIT C TO ORDINANCE NO. 2017-016 FINDINGS I. SUMMARY Ordinance No. 2012-004 allows agri-tourism and commercial events and activities on parcels zoned Exclusive Farm Use (EFU), with a Wildlife Area Combining Zone, subject to time, place, and manner regulations. Staff, through Ordinances Nos. 2017-016 and 2017-017, is amending the Comprehensive Plan and Deschutes County Code (DCC) Chapter 18.88 to permit churches in the Wildlife Area Combining Zone in order to comply with the Religious Land Use and Institutionalized Persons Act and its equal terms clause. II. BACKGROUND A. Wildlife Area Combining Zone / Churches During periodic review, to address wildlife protection, Deschutes County adopted Ordinance Nos. 92-041 and 92-042 concurrently. These ordinances amended the Wildlife Chapter of the Comprehensive Plan, and DCC 18.88, Wildlife Area Combining Zone. Ordinance 92-041 adopted deer winter range, antelope and elk habitat boundaries based on an Economic, Social, Environmental and Energy (ESEE) analysis. The conclusions, noted in Ordinance 92-041, Exhibit A, Pages 24, 34, and 40 found that the identified deer winter range, elk and antelope habitat and other conflicting uses within their ranges are important relative to each other, and that the conflicts should be balanced by restricting or regulating certain uses and prohibiting others. The following are relevant excerpts: Program to Achieve the Goal (Conserve Deer Winter Range): The Wildlife Combining Zone, Title 18.88, (WA) is applied to all areas designated as deer winter range on the Big Game Habitat Wildlife Area Combining Zone Map. The WA zone requires a 40 acre minimum lot size for all new land divisions, prohibits certain conflicting uses (i.e. golf course, churches, schools etc.), establishes siting and fencing standards, and requires that all land divisions in the Rural Residential (RR -10) or Multiple Use Agricultural (MUA-10) Zone be cluster or planned development. Program to Achieve the Goal (Conserve Significant Elk Habitat): The WA Zone, Title 18.88, will be applied to all areas identified as significant elk habitat. The county WA Zone has been amended to require a 160 acre minimum lot size for areas identified as significant elk habitat. Certain uses normally allowed in the underlying zones are also prohibited in the WA zone, and siting standards to minimize the conflict of residences with habitat protection are required. • Program to Achieve the Goal (Conserve Antelope Habitat): Based on the ESEE analysis the county finds that the uses conflicting with antelope habitat should be specifically limited by the application of the WA Zone. This zone limits specific PAGE 1 OF 12 - EXHIBIT "D" TO ORDINANCE 2017-016 conflicting uses including schools, golf course and churches. In the antelope range the minimum lot size is 320 acres. Ordinance No. 92-042, amended DCC 18.88 by not permitting churches as a conditional use in that portion of the Wildlife Area Combining Zone designated as deer winter ranges, significant elk habitat or antelope range.' B. Wildlife Area Combining Zone / Agri -tourism and Commercial Events In 2011, the Oregon Legislature approved Senate Bill (SB) 960 allowing counties to establish agri-tourism and other commercial events and activities that are related to and supportive of agriculture. In 2012, the Board of County Commissioners adopted Ordinance 2012-004 providing an opportunity for agricultural enterprises to apply for a Limited Use Permit for agri-tourism and other commercial events and activities under SB 960 on properties zoned EFU. The ordinance also permitted these opportunities in EFU with a Wildlife Area Combining Zone, subject to time, place and manner regulations. DCC 18.16.042(C)(13) states: Agri -Tourism and other Commercial Events or Activities shall not be allowed: a. Within the County adopted big game winter ranges during the months of December through March. b. Within the County adopted big game migration corridors during the month of April and during the months of October and November. c. Within the County adopted sensitive bird and mammal habitat areas as defined in DCC 18.90.020, unless a site has had no nesting attempt or the nest has failed, as determined by a professional wildlife biologist in May of the calendar year in which the application is approved unless a site has had no nesting attempt or the nest has failed which could be determined in May by a professional wildlife biologist. 2 C. Religious Land Use and Institutionalized Persons Act (RLUIPA) RLUIPA is a law designed to protect religious assemblies and institutions from zoning and historic landmark laws that substantially interfere with the assemblies' and institutions' religious exercise. It also protects individuals and religious institutions, including churches, mosques, and synagogues, in their use of land and buildings for religious purposes. RLUIPA was passed unanimously by Congress on July 27, 2000 and signed into law by President Clinton on September 22, 2000. In a recent Land Use Board of Appeals (LUBA) opinion reversing a Deschutes County Hearings Officer decision approving a church on a parcel zoned for EFU and within a Wildlife Area Combining Zone, LUBA ruled that the uses listed in DCC 18.88.040(B) are 1 Ordinance No. 92-042, Exhibit A. Page 2. DCC 18.88.040(B). Uses Permitted Conditionally. The following uses are not permitted in that portion of the Wildlife Area Combining Zone designated as deer winter ranges, significant elk habitat or antelope range as conditional uses: 3) Church. 2 Ordinance 2012-004, Exhibit B. Pages 7-8. PAGE 2 OF 12 — EXHIBIT "C" TO ORDINANCE 2017-016 deemed to be inherently incompatible with winter range and are uniformly prohibited on winter range in all cases.3 LUBA also determined that the intervenor (applicant) did not establish a violation of RLUIPA's equal terms clause.4 RLUIPA prohibits a government from imposing a land use regulation in a manner that treats a religious assembly or institution on less than equal terms with a non -religious assembly or institution.5 III. PROPOSED PLAN AMENDMENT Recognizing that Ordinance No. 2012-004 allows agri-tourism and commercial events and activities in EFU with a Wildlife Area Combining Zone, subject to time, place, and manner regulations, staff are amending the Comprehensive Plan and Title 18 to allow churches in the Wildlife Area Combining Zone. The purpose is to comply with RLUIPA. The proposed amendments to the Comprehensive Plan and DCC 18.88 are described in Ordinance Nos. 2017-016, Exhibit B and Ordinance 2017-017, Exhibit A, respectively. Added language is underlined and deleted shown as stFikethrewgl4. IV. REVIEW CRITERIA Deschutes County lacks specific criteria in DCC Titles 18, 22, or 23 for reviewing a legislative plan and text amendment. Nonetheless, because this is a Deschutes County initiated amendment, the County bears the responsibility for justifying that the amendments are consistent with the Statewide Planning Goals and its Comprehensive Plan. V. FINDINGS A. CHAPTER 22.12, LEGISLATIVE PROCEDURES Section 22.12.010. Hearing Required FINDING: The Planning Commission held a public hearing on September 28, 2017. The Board held a public hearing [date]. This criterion is met. 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. 3 Central Oregon Landwatch v. Deschutes County. LUBA No. 2016-103. Page 23. 4 Ibid. Page 24. 5 42 USC section 2000cc(b)(10). PAGE 3 OF 12 — EXHIBIT "C" TO ORDINANCE 2017-016 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: This criterion is met as notice was published in the Bend Bulletin newspaper on August 27, 2017. B. Posted Notice. Notice shall be posted at the discretion of the Planning Director and where necessary to comply with ORS 203.045. FINDING: This criterion is met as notice was posted in the bulletin board in the lobby of the Deschutes County Community Development Department, 117 NW Lafayette, Bend as well as on the Planning Division website. 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: Individual notice was not initiated. 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. This criterion is 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 at the direction of the Board. This criterion is met. 4. Section 22.12.040. Hearings Bodv 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: This criterion is met as the Planning Commission held an initial public hearing on September 28, 2017 followed by deliberations on [date]. The Board held its public hearing on [date]. PAGE 4 OF 12 - EXHIBIT "C" TO ORDINANCE 2017-016 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: This criterion is 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: Land use applications 247 -17 -000702 -TA and 247 -17 -000703 -PA are implemented by Ordinances Nos. 2017-016 and 2017-017. This criterion is met. B. Statewide Planning Goals The parameters for evaluating these specific amendments are based on an adequate factual base and supportive evidence demonstrating consistency with Statewide Planning Goals. The following findings demonstrate that Ordinances Nos. 2017-016 and 2017-017 comply with applicable statewide planning goals and state law. • Goal 1, Citizen Involvement, is met through this adoption process because these amendments will receive a public hearing before the Planning Commission and the Board of County Commissioners, consistent with ORS 215.060 and DCC 22.12.010. • Goal 2, Land Use Planning, is met because ORS 197.610 allows local governments to initiate post acknowledgments plan amendments (PAPA). An Oregon Department of Land Conservation and Development 35 -day notice was initiated on August 23, 2017.6 This FINDINGS document provides the adequate factual basis and documented analysis for this plan and zoning text amendment. • Goal 3, Agricultural Lands, is met because churches are a use permitted in the EFU zone under ORS 215.283(1). • Goal 4, Forest Lands, is not applicable because churches are not allowed in Deschutes County's Forest Use zones, consistent with state law. • Goal 5, Natural Resources, Scenic and Historic Areas, and Open Spaces: Local governments are required to apply Goal 5 to a PAPA when the amendment allows a new use and the new use "could be" a conflicting use with a particular Goal 5 resource site on an acknowledged resource list.' 6 Deschutes County completed period review on January 23, 2003. 7 OAR 660-023-0250(3)(b) PAGE 5 OF 12 — EXHIBIT "C" TO ORDINANCE 2017-016 Economic, Social, Environmental, and Energy Analysis 660-23-0030 — Inventory Goal 5 Resources Finding: During periodic review, to address wildlife protection, Deschutes County adopted Ordinance Nos. 92-041 and 92-042 concurrently. These ordinances amended the Wildlife Chapter of the Comprehensive Plan, and DCC 18.88, Wildlife Area Combining Zone. Ordinance 92-041 adopted deer winter range, antelope and elk habitat boundaries based on an Economic, Social, Environmental and Energy (ESEE) analysis. 660-023-0250 — Applicability (2) The requirements of this division are applicable to PAPAs initiated on or after September 1, 1996. OAR 660, Division 16 applies to PAPAs initiated prior to September 1, 1996. For purposes of this section "initiated" means that the local government has deemed the PAPA application to be complete. Finding: Deschutes County initiated a PAPA in 2017. This rule applies. (3) Local governments are not required to apply Goal 5 in consideration of a PAPA unless the PAPA affects a Goal 5 resource. For purposes of this section, a PAPA would affect a Goal 5 resource only if. (b) The PAPA allows new uses that could be conflicting uses with a particular significant Goal 5 resource site on an acknowledged resource list; Finding: Deschutes County is amending the Comprehensive Plan and Deschutes County Code (DCC) Chapter 18.88 to permit churches in the Wildlife Area Combining Zone in order to comply with RLUPIA and its equal terms clause. Deschutes County is therefore required to apply Goal 5 in consideration of this PAPA. 660-23-0040 — ESEE Decision Process (1) Local governments shall develop a program to achieve Goal 5 for all significant resource sites based on an analysis of the economic, social, environmental, and energy (ESEE) consequences that could result from a decision to allow, limit, or prohibit a conflicting use. (a) Identify the conflicting uses; (b) Determine the impact area; (c) Analyze the ESEE consequences; Finding: Deschutes County has developed a program to achieve Goal 5 for significant sites related to deer winter range, elk habitat, and antelope range. Through the findings below, Deschutes County has demonstrated that the PAGE 6 OF 12 - EXHIBIT "C TO ORDINANCE 2017-016 requirements of each step listed in the Oregon Administrative Rule have been met. 660-023-0040(2) Identify conflicting uses. Local governments shall identify conflicting uses that exist, or could occur, with regard to significant Goal 5 resource sites. To identify these uses, local governments shall examine land uses allowed outright or conditionally within the zones applied to the resource site and in its impact area. Local governments are not required to consider allowed uses that would be unlikely to occur in the impact area because existing permanent uses occupy the site. Finding: The conflicting use is allowing churches in the Wildlife Area Combining Zone. Specifically, churches and other similar uses like agri-tourism and other commercial events, can generate high levels of public activity, noise and habitat alteration. 660-023-0040(3) Determine the impact area. Local governments shall determine an impact area for each significant resource site. The impact area shall be drawn to include only the area in which allowed uses could adversely affect the identified resource. The impact area defines the geographic limits within which to conduct an ESEE analysis for the identified significant resource site. Finding: The impact areas are the following designated Goal 5 inventories: winter deer range, elk habitat, and antelope range. 660-023-0040(4) Analyze the ESEE consequences. Local governments shall analyze the ESEE consequences that could result from decisions to allow, limit, or prohibit a conflicting use. The analysis may address each of the identified conflicting uses, or it may address a group of similar conflicting uses. A local government may conduct a single analysis for two or more resource sites that are within the same area or that are similarly situated and subject to the same zoning. The local government may establish a matrix of commonly occurring conflicting uses and apply the matrix to particular resource sites in order to facilitate the analysis. A local government may conduct a single analysis for a site containing more than one significant Goal 5 resource. The ESEE analysis must consider any applicable statewide goal or acknowledged plan requirements, including the requirements of Goal 5. The analyses of the ESEE consequences shall be adopted either as part of the plan or as a land use regulation. (a) Allow the conflicting use. PAGE 7 OF 12 - EXHIBIT "C TO ORDINANCE 2017-016 Finding: Under this scenario, Deschutes County would permit churches and outdoor events and activities that remove vegetation and disturb mule deer, elk, and antelope habitat without limitations. Economic consequences: Permitting churches, consistent with RLUIPA, would have positive consequences by allowing a religious institution, which is a non- profit to establish a presence in certain areas of the rural county, where it presently is not allowed, to use land and buildings for religious purposes. Social consequences: Permitting churches, consistent with RLUIPA, would have positive consequences by preventing discrimination against on the face of zoning codes and also in the highly individualized and discretionary processes of land use regulation. Environmental consequences: This scenario would result in further impacts to designated habitat for deer winter range, elk habitat and antelope range. Energy consequences: Energy consumption is unlikely to be affected by this scenario. (b) Prohibit conflicting uses. Finding: In this scenario, Deschutes County would continue to prohibit churches within designated winter deer range, elk habitat, and antelope range. Economic consequences: Prohibiting churches would have negative consequences, not only because it prevents religious institutions from using their land and building for religious purposes, but it could also subject Deschutes County to a federal lawsuit for violating RLUPIA and the equal terms clause. Social consequences: Prohibiting churches would have negative consequences because it could be viewed as discriminating against religious exercise of churches or other religious assemblies or institutions in violation of RLUPIA due to treating them on less equal terms with nonreligious institutions. Environmental consequences: This scenario would continue to prohibit churches, thereby preventing a use that can generate high levels of public activity, noise and habitat alteration. Energy consequences: Energy consumption is unlikely to be affected by this scenario. (c) Limit conflicting uses. Finding: In this scenario, habitat needs of mule deer, elk, and antelope would be balanced with the requirements of RLUPIA for allowing churches in the WA Zone. PAGE 8 OF 12 - EXHIBIT "C TO ORDINANCE 2017-016 Economic consequences: Permitting churches subject to certain limitations, consistent with RLUIPA, would have positive consequences by allowing a religious institution, which is a non-profit to establish a presence in certain areas of the rural county, where it presently is not allowed, to use land and buildings for religious purposes. Social consequences: Permitting churches subject to certain limitations, consistent with RLUIPA, would have positive consequences by preventing discrimination against on the face of zoning codes and also in the highly individualized and discretionary processes of land use regulation. Environmental consequences: This scenario, while allowing churches in the deer winter range, elk habitat, and antelope range, would mitigate for impacts associated with churches and other similar uses like agri-tourism and other commercial events, which can generate high levels of public activity, noise and habitat alteration. Energy consequences: Energy consumption is unlikely to be affected by this scenario. 660-023-0040(5) Develop a program to achieve Goal 5. Local governments shall determine whether to allow, limit, or prohibit identified conflicting uses for significant resource sites. This decision shall be based upon and supported by the ESEE analysis. A decision to prohibit or limit conflicting uses protects a resource site. A decision to allow some or all conflicting uses for a particular site may also be consistent with Goal 5, provided it is supported by the ESEE analysis. One of the following determi-nations shall be reached with regard to conflicting uses for a significant resource site: (a) A local government may decide that a significant resource site is of such importance compared to the conflicting uses, and the ESEE consequences of allowing the conflicting uses are so detrimental to the resource, that the conflicting uses should be prohibited. (b) A local government may decide that both the resource site and the conflicting uses are important compared to each other, and, based on the ESEE analysis, the conflicting uses should be allowed in a limited way that protects the resource site to a desired extent. (c) A local government may decide that the conflicting use should be allowed fully, notwithstanding the possible impacts on the resource site. The ESEE analysis must demon-strate that the conflicting use is of sufficient importance relative to the resource site, and must indicate why measures to protect the resource to some extent should not be provided, as per subsection (b) of this section. PAGE 9 OF 12 - EXHIBIT "C" TO ORDINANCE 2017-016 Finding: Deschutes County has determined, consistent with subsection (b), that both resource sites (deer winter range, elk habitat, and antelope range) and the conflicting use (churches) are important in comparison to each other. Based on the ESEE analysis, the conflicting use should be allowed in a limited ways, such that the resource site is protected to the desired extent, while recognizing RLUPIA. The program to protect the resource will be to prohibit outdoor events and activities associated with churches and other similar uses like agri-tourism and other commercial events, during the time of year when deer, elk, and antelope rely on their habitat for calving or winter or summer range. 660-023-0050(1) For each resource site, local governments shall adopt comprehensive plan provisions and land use regulations to implement the decisions made pursuant to OAR 660-023-0040(5). The plan shall describe the degree of protection intended for each significant resource site. The plan and implementing ordinances shall clearly identify those conflicting uses that are allowed and the specific standards or limitations that apply to the allowed uses. A program to achieve Goal 5 may include zoning measures that partially or fully allow conflicting uses (see OAR 660-023-0040(5)(b) and (c)). Finding: The proposed Comprehensive Plan and zoning code amendments, together with this ESEE document, establish the program described above. Deer winter range, elk habitat, and antelope range will be protected to the same degree as it pertains to permitting churches; namely, that the conflicting use will be allowed in a limited way as described above. This use and standard that limits churches and comparable uses are in the proposed zoning code amendments. 660-023-0050(2) When a local government has decided to protect a resource site under OAR 660-023-0040(5)(b), implementing measures applied to conflicting uses on the resource site and within its impact area shall contain clear and objective standards. For purposes of this division, a standard shall be considered clear and objective if it meets any one of the following criteria: (a) It is a fixed numerical standard, such as a height limitation of 35 feet or a setback of 50 feet; (b) It is a nondiscretionary requirement, such as a requirement that grading not occur beneath the dripline of a protected tree; or ... Finding: The proposed amendments in the zoning code consist of clear and objective standards. The code prohibits outdoor events and activities associated with churches and other similar uses like agri-tourism and other commercial PAGE 10 OF 12 - EXHIBIT "C" TO ORDINANCE 2017-016 events, during the time of year when deer, elk, and antelope rely on their habitat for calving or winter or summer range. 660-023-0050(3) In addition to the clear and objective regulations required by section (2) of this rule, except for aggregate resources, local governments may adopt an alternative approval process that includes land use regulations that are not clear and objective (such as a planned unit development ordinance with discretionary performance standards), provided such regulations: (a) Specify that landowners have the choice of proceeding under either the clear and objective approval process or the alternative regulations; and (b) Require a level of protection for the resource that meets or exceeds the intended level deter -mined under OAR 660-023-0040(5) and 660-023- 0050(1). Finding: The implementing measures do not include alternative, discretionary procedures for compliance. Goal 6, Air, Water and Land Resources Quality and Goal 7, Natura Hazards are met because the County has other code provisions pertaining to churches, DCC 18.16.025, Uses Permitted Subject to Special Provisions; 18.116, Supplementary Provisions; 18.124, Site Plan Review; and DCC 18.128 Conditional Use that are designed to protect air, water and land resources quality and to assure that they are not approved in areas subject to natural resources and natural hazards. • Goal 8, Recreational Needs, is not applicable because churches are institutional uses, not a recreational use or need. • Goal 9, Economic Development, is not applicable because while a church can lead to new construction, it is an institutional use, not a source of economic development by providing a multitude of jobs. • Goal 10, Housing is not applicable because, unlike municipalities, unincorporated areas are not obligated to fulfill certain housing requirements. • Goal 11, Public Facilities is not applicable because churches in the rural county typically rely on domestic wells and onsite wastewater treatment systems. A Goal 11 exception would be required for a centralized sewer system. • Goal 12, Transportation, is addressed during land use review for a church proposal. The County has a code provision that pertains to Traffic Impact Studies, DCC 18.116.310 and a Board Resolution, 2013-020, which sets a transportation system development charge rate of $3,937 per peak hour trip. PAGE 11 OF 12 - EXHIBIT "C" TO ORDINANCE 2017-016 • Goal 13, Energy Conservation, is addressed during land use review for a church proposal through Deschutes County's Solar Height Restrictions, DCC 18.116.170 and the Uniform Building Code. • Goal 14, Urbanization, is not applicable because no expansion of an urban area is proposed with these amendments. Goals 15 through 19 are not applicable to any amendments to the County's comprehensive plan because the county has none of those types of lands. C. Deschutes County Comprehensive Plan Chapter 2, Resource Management Section 2.6, Wildlife Policies 2.6.3 Ensure Goal 5 wildlife inventories and habitat protection programs are up-to-date through public processes and expert sources, such as the 2009 Interagency Report. FINDING: In a recent LUBA opinion reversing a Deschutes County Hearings Officer decision approving a church on a parcel zoned for EFU and with a Wildlife Area Combining Zone, LUBA ruled that the uses listed in DCC 18.88.040(B) are deemed to be inherently incompatible with winter range and are uniformly prohibited on winter range in all cases. LUBA also determined that the intervenor (applicant) did not establish a violation of RLUIPA's equal terms clause. RLUIPA prohibits a government from imposing a land use regulation in a manner that treats a religious assembly or institution on less than equal terms with a non -religious assembly or institution. Based on staff analysis, the following code amendments are required to comply with RLUIPA and therefore, keep Deschutes County's Goal 5 wildlife inventories and habitat protections up-to-date. PAGE 12 OF 12 - EXHIBIT "C" TO ORDINANCE 2017-016 REVIEWED A LEGAL COUNSEL BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON An Ordinance Amending Deschutes County Code Title 18, Chapter 18.88, to permit churches in the Wildlife Area Combining Zone in order to comply * ORDINANCE NO. 2017-017 with the Religious Land Use and Institutionalized Persons Act and its equal terms clause and Declaring an Emergency. WHEREAS, the Deschutes County Community Development Department (CDD) initiated an amendment (Planning Division File No. 247 -17 -000702 -TA) to the Deschutes County Code (DCC) Title 18, Chapter 18.88, Wildlife Area Combining Zone; and WHEREAS, the Deschutes County Planning Commission reviewed the proposed changes on July 13, 2017, and forwarded to the Deschutes County Board of County Commissioners ("Board"), a unanimous recommendation of approval; and WHEREAS, the Board considered this matter after a duly noticed public hearing on [date], and concluded that the public will benefit from the proposed changes to the Deschutes County Code; now, therefore, THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON, ORDAINS as follows: Section 1. AMENDMENT. DCC 18.88.040, Uses Permitted Conditionally, is amended to read as described in Exhibit "A," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in strikethfough. Section 2. AMENDMENT. DCC 18.88.080, Additional Standards for Churches, is amended to read as described in Exhibit "A," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in strikeOffeagh. Section 3. FINDINGS. The Board adopts as its findings Exhibit "D," attached to Ordinance 2017- 016 and incorporated by reference herein. PAGE 1 OF 2 - ORDINANCE NO. 2017-017 Section 3. EMERGENCY. This Ordinance being necessary for the immediate preservation of the public peace, health and safety, an emergency is declared to exist, and this Ordinance takes effect on its passage. Dated this of , 2017 BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON TAMMY BANEY, Chair ANTHONY DeBONE, Vice Chair ATTEST: Recording Secretary PHILIP G. HENDERSON, Commissioner Date of 1st Reading: day of 12017. Date of 2nd Reading: day of 12017. Record of Adoption Vote Commissioner Yes No Abstained Excused Tammy Baney Anthony DeBone Philip Henderson Effective date: day of 12017. ATTEST: Recording Secretary PAGE 2 OF 2 - ORDINANCE NO. 2017-017 Chapter 18.88. WILDLIFE AREA COMBINING ZONE - WA 18.88.010. Purpose. 18.88.020. Application of Provisions. 18.88.030. Uses Permitted Outright. 18.88.040. Uses Permitted Conditionally. 18.88.050. Dimensional Standards. 18.88.060. Siting Standards. 18.88.070. Fence Standards. 18.88.010. Purpose. The purpose of the Wildlife Area Combining Zone is to conserve important wildlife areas in Deschutes County; to protect an important environmental, social and economic element of the area; and to permit development compatible with the protection of the wildlife resource. (Ord. 93-043 §§13 and 13A, 1993) 18.88.020. Application of Provisions. The provisions of DCC 18.88 shall apply to all areas identified in the Comprehensive Plan as a winter deer range, significant elk habitat, antelope range or deer migration corridor. Unincorporated communities are exempt from the provisions of DCC 18.88. (Ord. 2004-013 §9, 2004; Ord. 96-003 §6, 1996; Ord. 92-042 §1, 1992) 18.88.030. Uses Permitted Outright. In a zone with which the WA Zone is combined, the uses permitted outright shall be those permitted outright by the underlying zone. (Ord. 92-042 §1, 1992; Ord. 91-020 §1, 1991) 18.88.040. Uses Permitted Conditionally. A. Except as provided in DCC 18.88.040(B), in a zone with which the WA Zone is combined, the conditional uses permitted shall be those permitted conditionally by the underlying zone subject to the provisions of the Comprehensive Plan, DCC 18.128 and other applicable sections of this title. B. The following uses are not permitted in that portion of the WA Zone designated as deer winter ranges, significant elk habitat or antelope range: 1. Golf course, not included in a destination resort; 2. Commercial dog kennel; Etre#; 43. Public or private school; -54. Bed and breakfast inn; 56. Dude ranch; -76. Playground, recreation facility or community center owned and operated by a government agency or a nonprofit community organization; 87. Timeshare unit; 98. Veterinary clinic; 9418. Fishing lodge. C. Subject to DCC 18.88.040(E), the following uses are permitted in that portion of the WA zone designated as the Bend/La Pine Deer Migration Corridor as conditional uses: Page 1 of 4 - EXHIBIT A TO ORDINANCE NO. 2017-017 1. Church; 2. Public or private school; 3. Bed and breakfast inn; 4. Playground, recreation facility or community center owned and operated by a government agency or a nonprofit community organization; D. Subject to DCC 18.113, destination resorts are allowed as a conditional use in that portion of the WA zone designated as the Bend/La Pine Deer Migration Corridor as long as the property is not in an area designated as "Deer Migration Priority Area" on the 1999 ODFW map submitted to the South County Regional Problem Solving Group. E. Use limitations. 1. Churches, a2ri-tourism and other commercial events and wineries are subject to ap lip 'cable provisions of DCC 18.116 and 18.124 and the following criteria: i. Outdoor events and activities incidental and subordinate to the uses noted above shall not be allowed during the time of year when deer, elk and antelope rely on their habitat for calving or winter or summer ranee. 2. The uses listed in DCC 18.88.040(C) are subject to the applicable provisions of DCC 18.116 and 18.124 and the following criteria: 4i. The parcel shall be zoned RR -10; 2ii. The parcel shall be located within one-quarter mile of a rural service center and be located adjacent to a rural collector or a rural arterial identified on the Deschutes County Transportation Plan; 3iii. The parcel shall be no less than one acre and no more than five acres in size; 4iv. The parcel shall be farther than 100 feet from identified wetlands, floodplains or riparian areas. 5v_. The property shall be outside areas designated as "Existing High Use Migration Areas" or "Important Connective Areas Through Existing Developed Areas" on the 1997 ODFW map submitted to the South County Regional Problem Solving Group. 6vi. Fences developed as part of the conditional uses listed in DCC 18.88.040(C) shall be built from posts and poles or smooth wire and shall have a minimum bottom pole or wire height of 18 inches from the ground and a maximum top pole or wire height of 40 inches from the ground. Fences exempted from these standards shall be constructed in accordance with the provisions of DCC 18.88.070(B). F. Expansion of any use listed in DCC 18.88.040(B) that was lawfully established prior to August 5, 1992, is allowed, subject to provisions of DCC Title 18 applicable to the establishment of such uses. Expansion of golf courses under DCC 18.88.040 shall be limited to a final size of 18 holes. (Ord. 2017-017§1, 2017; Ord. 2001-19 §1, 2001; Ord. 98-013 §1, 1998; Ord. 95-075 §1, 1995; Ord. 95-001 §3, 1995; Ord. 92-042 §1, 1992) 18.88.050. Dimensional Standards. In a WA Zone, the following dimensional standards shall apply: A. In the Tumalo, Metolius, North Paulina and Grizzly deer winter ranges designated in the Comprehensive Plan Resource Element, the minimum lot size for new parcels shall be 40 acres except as provided in DCC 18.88.050(D). B. In areas designated as significant elk habitat in the Comprehensive Plan Resource Element, the minimum lot size for new parcels shall be 160 acres. C. In areas designated as antelope range in the Comprehensive Plan Resource Element, the minimum lot size for new parcels shall be 320 acres. D. Residential land divisions, including partitions, in deer winter range where the underlying zone is RR -10 or MUA-10, shall not be permitted except as a planned development or cluster development conforming to the following standards: Page 2 of 4 - EXHIBIT A TO ORDINANCE NO. 2017-017 1. The minimum area for a planned or cluster development shall be at least 40 acres. 2. The planned or cluster development shall retain a minimum of 80 percent open space and conform with the provisions of DCC 18.128.200 or 210. 3. Notwithstanding the provisions of DCC 18.128.200 or 210, or DCC 18.60.060(C), the total number of residences in a cluster development may not exceed the density permitted in the underlying zone. E. Residential land divisions, including partitions, in the Bend/La Pine Deer Migration Corridor where the underlying zone is RR -10 shall not be permitted except as a cluster development conforming to the following standards: 1. The minimum area for a cluster development shall be at least 20 acres. 2. The cluster development shall retain a minimum of 80 percent open space and conform with the provisions of DCC 18.128.200 or 210. 3. Notwithstanding the provisions of DCC 18.128.200, or DCC 18.60.060(C), the total number of residences in the cluster development may not exceed the density permitted in the underlying zone. (Ord. 95-075 § 1, 1995; Ord. 92-042 § 1, 1992) 18.88.060. Siting Standards. A. Setbacks shall be those described in the underlying zone with which the WA Zone is combined. B. The footprint, including decks and porches, for new dwellings shall be located entirely within 300 feet of public roads, private roads or recorded easements for vehicular access existing as of August 5, 1992 unless it can be found that: 1. Habitat values (i.e., browse, forage, cover, access to water) and migration corridors are afforded equal or greater protection through a different development pattern; or, 2. The siting within 300 feet of such roads or easements for vehicular access would force the dwelling to be located on irrigated land, in which case, the dwelling shall be located to provide the least possible impact on wildlife habitat considering browse, forage, cover, access to water and migration corridors, and minimizing length of new access roads and driveways; or, 3. The dwelling is set back no more than 50 feet from the edge of a driveway that existed as of August 5, 1992. C. For purposes of DCC 18.88.060(B): 1. A private road, easement for vehicular access or driveway will conclusively be regarded as having existed prior to August 5, 1992 if the applicant submits any of the following: a. A copy of an easement recorded with the County Clerk prior to August 5, 1992 establishing a right of ingress and egress for vehicular use; b. An aerial photograph with proof that it was taken prior to August 5, 1992 on which the road, easement or driveway allowing vehicular access is visible; c. A map published prior to August 5, 1992 or assessor's map from prior to August 5, 1992 showing the road (but not showing a mere trail or footpath). 2. An applicant may submit any other evidence thought to establish the existence of a private road, easement for vehicular access or driveway as of August 5, 1992 which evidence need not be regarded as conclusive. (Ord. 95-001 §3, 1995; Ord. 92-042 §1, 1992) 18.88.070. Fence Standards. The following fencing provisions shall apply as a condition of approval for any new fences constructed as a part of development of a property in conjunction with a conditional use permit or site plan review. A. New fences in the Wildlife Area Combining Zone shall be designed to permit wildlife passage. The following standards and guidelines shall apply unless an alternative fence design which provides equivalent wildlife passage is approved by the County after consultation with the Oregon Department of Fish and Wildlife: Page 3 of 4 - EXHIBIT A TO ORDINANCE NO. 2017-017 1. The distance between the ground and the bottom strand or board of the fence shall be at least 15 inches. 2. The height of the fence shall not exceed 48 inches above ground level. 3. Smooth wire and wooden fences that allow passage of wildlife are preferred. Woven wire fences are discouraged. B. Exemptions: 1. Fences encompassing less than 10,000 square feet which surround or are adjacent to residences or structures are exempt from the above fencing standards. 2. Corrals used for working livestock. (Ord. 92-042 §1, 1992) Page 4 of 4 - EXHIBIT A TO ORDINANCE NO. 2017-017 Attachment 3 Chapter 18.88. WILDLIFE AREA COMBINING ZONE - WA 18.88.010. Purpose. 18.88.020. Application of Provisions. 18.88.030. Uses Permitted Outright. 18.88.040. Uses Permitted Conditionally. 18.88.050. Dimensional Standards. 18.88.060. Siting Standards. 18.88.070. Fence Standards. 18.88.010. Purpose. The purpose of the Wildlife Area Combining Zone is to conserve important wildlife areas in Deschutes County; to protect an important environmental, social and economic element of the area; and to permit development compatible with the protection of the wildlife resource. (Ord. 93-043 §§13 and 13A, 1993) 18.88.020. Application of Provisions. The provisions of DCC 18.88 shall apply to all areas identified in the Comprehensive Plan as a winter deer range, significant elk habitat, antelope range or deer migration corridor. Unincorporated communities are exempt from the provisions of DCC 18.88. (Ord. 2004-013 §9, 2004; Ord. 96-003 §6,1996; Ord. 92-042 §1, 1992) 18.88.030. Uses Permitted Outright. In a zone with which the WA Zone is combined, the uses permitted outright shall be those permitted outright by the underlying zone. (Ord. 92-042 § 1, 1992; Ord. 91-020 § 1, 199 1) 18.88.040. Uses Permitted Conditionally. A. Except as provided in DCC 18.88.040(B), in a zone with which the WA Zone is combined, the conditional uses permitted shall be those permitted conditionally by the underlying zone subject to the provisions of the Comprehensive Plan, DCC 18.128 and other applicable sections of this title. B. The following uses are not permitted in that portion of the WA Zone designated as deer winter ranges, significant elk habitat or antelope range: 1. Golf course, not included in a destination resort; 2. Commercial dog kennel; 3. Church; i Exception: If an applicant demonstrates that prohibiting a proposed church or other religious exercise violates any provision of the Religious Land Use and Institutionalized Persons Act at 42 USC § 2000cc et seq. as now enacted or hereafter amended ("RLUIPA"), the proposed church may be conditionally approved pursuant to the RLUIPA safe harbor provision at 42 USC § 2000cc-3(e). Conditions of approval may be included to ensure compliance with both RLUIPA and the goals and objectives of the WA Zone. 4. Public or private school; 5. Bed and breakfast inn; 6. Dude ranch; Chapter 18.88 1 10/2017 (09LV04) #LW4I8 V VROD 1 CEXv2 7. Playground, recreation facility or community center owned and operated by a government agency or a nonprofit community organization; 8. Timeshare unit; 9. Veterinary clinic; 10. Fishing lodge; - C. Subject to DCC 18.88.040(E), the following uses are permitted in that portion of the WA zone designated as the Bend/La Pine Deer Migration Corridor as conditional uses: 1. Church; 2. Public or private school; 3. Bed and breakfast inn; 4. Playground, recreation facility or community center owned and operated by a government agency or a nonprofit community organization; D. Subject to DCC 18.113, destination resorts are allowed as a conditional use in that portion of the WA zone designated as the Bend/La Pine Deer Migration Corridor as long as the property is not in an area designated as "Deer Migration Priority Area" on the 1999 ODFW map submitted to the South County Regional Problem Solving Group. E. Use limitations. 1. Churches, aQri-tourism and other commercial events and wineries are subject to applicable provisions of DCC 18.116 and 18.125 and the following criteria: i. Outdoor events activities and public assemblies that are incidental and subordinate to the uses noted above shall not be allowed during the time of year when deer, elk and antelope rely on their habitat for calving or winter or summer range; 2. The uses listed in DCC 18.88.040(C) are subject to the applicable provisions of DCC 18.116 and 18.124 and the following criteria: _44. The parcel shall be zoned RR -10; _2ii. The parcel shall be located within one-quarter mile of a rural service center and be located adjacent to a rural collector or a rural arterial identified on the Deschutes County Transportation Plan; _3iii. The parcel shall be no less than one acre and no more than five acres in size; _4iv. The parcel shall be farther than 100 feet from identified wetlands, floodplains or riparian areas. 6v_. The property shall be outside areas designated as "Existing High Use Migration Areas" or "Important Connective Areas Through Existing Developed Areas" on the 1997 ODFW map submitted to the South County Regional Problem Solving Group. _6vi. Fences developed as part of the conditional uses listed in DCC 18.88.040(C) shall be built from posts and poles or smooth wire and shall have a minimum bottom pole or wire height of 18 inches from the ground and a maximum top pole or wire height of 40 inches from the ground. Fences exempted from these standards shall be constructed in accordance with the provisions of DCC 18.88.070(B). F. Expansion of any use listed in DCC 18.88.040(B) that was lawfully established prior to August 5, 1992, is allowed, subject to provisions of DCC Title 18 applicable to the establishment of such uses. Expansion of golf courses under DCC 18.88.040 shall be limited to a final size of 18 holes. (Ord. 2017-017 §1; Ord. 2001-19 §1, 2001; Ord. 98-013 §1, 1998; Ord. 95-075 §1, 1995; Ord. 95-001 §3, 1995; Ord. 92-042 §1, 1992) 18.88.050. Dimensional Standards. In a WA Zone, the following dimensional standards shall apply: Chapter 18.88 2 10/2017 (09LV" #LW4I8 V VROD 1 CEXv2 A. In the Tumalo, Metolius, North Paulina and Grizzly deer winter ranges designated in the Comprehensive Plan Resource Element, the minimum lot size for new parcels shall be 40 acres except as provided in DCC 18.88.050(D). B. In areas designated as significant elk habitat in the Comprehensive Plan Resource Element, the minimum lot size for new parcels shall be 160 acres. C. In areas designated as antelope range in the Comprehensive Plan Resource Element, the minimum lot size for new parcels shall be 320 acres. D. Residential land divisions, including partitions, in deer winter range where the underlying zone is RR -10 or MUA-10, shall not be permitted except as a planned development or cluster development conforming to the following standards: 1. The minimum area for a planned or cluster development shall be at least 40 acres. 2. The planned or cluster development shall retain a minimum of 80 percent open space and conform with the provisions of DCC 18.128.200 or 210. 3. Notwithstanding the provisions of DCC 18.128.200 or 210, or DCC 18.60.060(C), the total number of residences in a cluster development may not exceed the density permitted in the underlying zone. E. Residential land divisions, including partitions, in the Bend/La Pine Deer Migration Corridor where the underlying zone is RR -10 shall not be permitted except as a cluster development conforming to the following standards: 1. The minimum area for a cluster development shall be at least 20 acres. 2. The cluster development shall retain a minimum of 80 percent open space and conform with the provisions of DCC 18.128.200 or 210. 3. Notwithstanding the provisions of DCC 18.128.200, or DCC 18.60.060(C), the total number of residences in the cluster development may not exceed the density permitted in the underlying zone. (Ord. 95-075 §1, 1995; Ord. 92-042 §1, 1992) 18.88.060. Siting Standards. A. Setbacks shall be those described in the underlying zone with which the WA Zone is combined. B. The footprint, including decks and porches, for new dwellings shall be located entirely within 300 feet of public roads, private roads or recorded easements for vehicular access existing as of August 5, 1992 unless it can be found that: 1. Habitat values (i.e., browse, forage, cover, access to water) and migration corridors are afforded equal or greater protection through a different development pattern; or, 2. The siting within 300 feet of such roads or easements for vehicular access would force the dwelling to be located on irrigated land, in which case, the dwelling shall be located to provide the least possible impact on wildlife habitat considering browse, forage, cover, access to water and migration corridors, and minimizing length of new access roads and driveways; or, 3. The dwelling is set back no more than 50 feet from the edge of a driveway that existed as of August 5, 1992. C. For purposes of DCC 18.88.060(B): 1. A private road, easement for vehicular access or driveway will conclusively be regarded as having existed prior to August 5, 1992 if the applicant submits any of the following: a. A copy of an easement recorded with the County Clerk prior to August 5, 1992 establishing a right of ingress and egress for vehicular use; b. An aerial photograph with proof that it was taken prior to August 5, 1992 on which the road, easement or driveway allowing vehicular access is visible; c. A map published prior to August 5, 1992 or assessor's map from prior to August 5, 1992 showing the road (but not showing a mere trail or footpath). Chapter 18.88 3 (10/2017)(09,12004) #LW4I8 V VROD 1 CEXv2 2. An applicant may submit any other evidence thought to establish the existence of a private road, easement for vehicular access or driveway as of August 5, 1992 which evidence need not be regarded as conclusive. (Ord. 95-001 §3, 1995; Ord. 92-042 §1, 1992) 18.88.070. Fence Standards. The following fencing provisions shall apply as a condition of approval for any new fences constructed as a part of development of a property in conjunction with a conditional use permit or site plan review. A. New fences in the Wildlife Area Combining Zone shall be designed to permit wildlife passage. The following standards and guidelines shall apply unless an alternative fence design which provides equivalent wildlife passage is approved by the County after consultation with the Oregon Department of Fish and Wildlife: 1. The distance between the ground and the bottom strand or board of the fence shall be at least 15 inches. 2. The height of the fence shall not exceed 48 inches above ground level. 3. Smooth wire and wooden fences that allow passage of wildlife are preferred. Woven wire fences are discouraged. B. Exemptions: 1. Fences encompassing less than 10,000 square feet which surround or are adjacent to residences or structures are exempt from the above fencing standards. 2. Corrals used for working livestock. (Ord. 92-042 § 1, 1992) Chapter 18.88 4 10/2017 (99L2984) #LW4I8 V VROD 1 CEXv2 E o � EW m N N O N 6 Qi r - OM � 7 U 0U)3 0 Z) M N 9 L N C (6 LL r (1)0 (L) 2 W LO N i o o U)c: N N N 6 fn N N N O C U C Z (� 7 0 O (6 O 0 m N i+ O y L C O N N fn Q °23 p ) N rLO Q LO CM U o m c�q r 3 Cn p m p �' N N O. N C Q in G y d w p a 3 a ami m a p L c c -j-Co j a 0 o�0 M G 8 O m D> > 0 Q N a% V_ LL a ti tL w I N a (A a ffJ wwwwwwwiiaw20acn� N t/� L � ° LL• IL O V � N t4 L Q Y i.i Ll cu FD O C.% C y �a LJ sa o�Jsa � N ~ ❑ IV ❑ (n L7 Em N Q G U C t0 N w m � U o N m i Wildlife Area Combining Zone - Significant Elk Habitat HWY372/ Century Drive Statistics RR10 MUA10 EFU FOREST Parcels 795 0 0 31 Acres 624 0 0 1,110 F1 - Forest Use 1 F2 - Forest Use 2 FP - Flood Plain Inn at Seventh Mt. / Widgi Creek OS&C - Open Space & Conservation RR10 -Rural Residential SM - Surface Mining Sunriver) r SUF - Sunriver Forest SUU - Sunriver Utility File: S:\CDD\planning\Staff\Zech\GIS\WA_TA_Signfficant_Elk_Habitat\Significant_Elk _Habitat_1041.mxd 97 �qj .`yet � 5� 1E c O �e5 des NOT TO SCALE Attachment 5 September 7, 2017 C O E a) ry O NN N N C p W p N _ N N N 2 O O N � ) c C O C N p n E (1) C _O ` N (o U C O Q 0 cn Op_ .� L w m p 3 Q = m J U m c O 0 N 0 E N N (o N (z "O O a) o_ u) = O a) Q 2 Q m W W W W U) W OC, H F- LL LL U- W W LL LL LL fn Q 06 2 O W (n llr^ vJ W o W O r LL 00 M O LL W0 w Cl U) Q +' O O Cl O O � to a) U) d .2 N ;a U) I cl EEli-= 4.1E Deschutes County Board of Commissioners 1300 NW Wall St, Bend, OR 97703 (541) 388-6570 — Fax (541) 385-3202 — https://www.deschutes.org/ AGENDA REQUEST & STAFF REPORT For Board of Commissioners Work Session of November 1, 2017 DATE: October 26, 2017 FROM: Matthew Martin, Community Development, 541-330-4620 TITLE OF AGENDA ITEM: Preparation Discussion for Flood Plain Zone Amendments Hearing ATTENDANCE: Matthew Martin, AICP, Senior Planner SUMMARY: The purpose of this work session is to prepare the Board of County Commissioners for a public hearing on November 8, 2017 to consider legislative amendments to the Deschutes County Comprehensive Plan, Zoning Map, and Zoning Ordinance related to converting the Flood Plain Zone to a Flood Plain Combining (overlay) Zone. Community Development Department Planning Division Suitding Safety Division Environmeniar Soils Division P.O. Box 6L05 a 17 NW Lafayette Avenue Bend,. Oregon 97708-60-0,5 t54 j BSS -6575 Fax (541) 385-1764 http://wvvw, d e s chutes, o rg / cd MEMORANDUM TO: Deschutes County Planning Commission FROM: Matthew Martin, AICP, Senior Planner DATE: October 24, 2017 SUBJECT: Work Session: County Land Use File Nos. 247-17-000140-ZC/141-PA/142-TA — Flood Plain Zone Amendments PURPOSE The purpose of this work session is to prepare the Board of County Commissioners for a public hearing on November 8, 2017 to consider legislative amendments to the Deschutes County Comprehensive Plan, Zoning Map, and Zoning Ordinance related to converting the Flood Plain Zone to a Flood Plain Combining (overlay) Zone. II. BACKGROUND Amending the Flood Plain Zone was a FY 2016/2017 Planning Division work plan item, and carried over to the current FY 2017/18 work plan. The changes clarify and simplify zoning for properties encumbered by the Flood Plain Zone. They also correct various errors and incorporate elements of the State model Flood Plain code that will improve accuracy and implementation. Staff initiated the project by mailing postcards in March 2017 to all property owners within the Flood Plain Zone. The mailing provided information on the proposed amendments and invited the public to open houses in Sisters, Redmond, and La Pine. The Planning Commission conducted four public hearings starting on April 13, three deliberations, and two meetings devoted to crafting a recommendation. The review process also included the formation of a Citizen Involvement Group (CIG) to provide input on the amendments. The CIG met on July 13 and August 3. On October 12, the Planning Commission completed their review and recommended approval. III. FLOOD PLAIN AMENDMENTS Ordinance 2017-004 contains Exhibits A through P. Table 1 summarizes each exhibit. Table 1- Exhibits to Ordinance 2017-004 Exhibits ` Amendments Establishes Flood Plain Overlay Zone Maps. Contains an atlas on page 1 to Exhibit A, Flood Plain illustrate the affected unincorporated areas of Deschutes County subject to the Overlay Zone Atlas Flood Plain Overlay Zone QuOily Services Perfivi►xed 7.vith Pride Exhibits Amendments Exhibit B, DCC 23.01.010. Adds Ordinance 2017-004 to the legislative history documenting Comp Plan Introduction amendments Exhibit C, Comp Plan, Section 2.5 Water Resources Adds a paragraph explaining the purpose of the Flood Plain Combining Zone Exhibit D, Comp Plan, Deletes reference to the Flood Plain zone. Adds a reference to the Flood Plain Tumalo Community Plan Combining Zone. Exhibit E, Comp Plan, Deletes references to the Flood Plain zone. Adds references to the Flood Plain Newberry Country Plan Combining Zone. Exhibit F, Comp Plan, Newberry Country Plan — Deletes depiction of the Flood Plain zone in Appendix 5.4, Zoning Zoning Map Exhibit G, Comp Plan, Land Section 5.12 Legislative Adds Ordinance 2017-004 to the legislative history documenting Comp Plan History amendments Adds the following definitions: • Base flood • Below -grade crawl space • Critical facility Exhibit H, DCC 18.04.030. • Substantial damage Definitions Revises the following definitions: • Flood Insurance Rate Map • Substantial Improvement Removes the Flood Plain definition. Exhibit I, DCC 18.12. Removes references to Flood Plain zone. Adds reference to Flood Plain Combining Establishment of Zones Zone. Exhibit J, DCC 18.16.030. La Pine Planning Area Adds reference to Flood Plain Combining Zone. Exhibit K, DCC 18.96. Flood Plain Combining Zone Changes the Flood Plain Zone to a Flood Plain Combining Zone. Exhibit L, DCC 18.13. Removes references to Flood Plain zone. Adds reference to Flood Plain Combining , Destination Resort Zone Zone. Amends conservation easements on property adjacent to rivers and streams to Exhibit M, DCC 18.116.220. apply to Flood Plain combining zone. Applies conservation easement standards for Supplementary Provisions all new land divisions to provide additional protections and use restrictions in the sensitive riparian areas. Exhibit N, DCC 18.124. Site Removes references to Flood Plain zone. Adds reference to Flood Plain Combining Plan Review Zone. Exhibit 0, DCC 18.128. Amends the code to allow cluster and planned developments in areas with a Flood Conditional Use Plain combining zone with additional protections and use restrictions in the sensitive riparian area. Exhibit P. Findings Provides the burden of proof justifying the amendments. -2- 4. Cluster Developments/Planned Developments Cluster and planned developments are land division options where developable lots are clustered with a large portion of the parent parcel retained as open space. County code allows a density bonus in return for 65% to 80% of dedicated open space. Currently, Flood Plain zoned property cannot be used as open space or included in the calculation for the density bonus due in part to cluster developments not being permitted in the Flood Plain Zone. The Planning Commission recommended allowing cluster and planned developments in areas with a Flood Plain Combining Zone with additional protections and use restrictions in the sensitive "Riparian Area" described above. V. NEXT STEPS A work session is scheduled for November 1, 2017, and the public hearing before the Board is scheduled for November 8, 2017. Attachment: Ordinance No. 2017-004 -4- IV. PRIMARY POLICY THEMES Based on public testimony, CIG input, staff analysis, and Planning Commission direction, four primary themes emerged. 1. Flood Plain Zone Purpose Statement in the Comprehensive Plan The Tumalo Community and Newberry Country Plans, chapters of the County's Comprehensive Plan, include a statement regarding the Flood Plain designation. This statement is proposed to be removed because the change from a primary zone to an overlay zone eliminates the need for a description of the designation. Public comments recommended retaining this section or including a modified statement to describe how the Flood Plain zone is established and administered. • The Planning Commission recommended adding the Flood Plain Combining Zone purpose statement to Comprehensive Plan Section 2.5, Water Resources, and a reference to the purpose statement in the community plans. 2. Land Divisions To complete a land division on property with multiple primary zones (a.k.a. split zoned), newly created lots or parcels must comply with the minimum lot/parcel size of each zone. This creates a potentially unintended limitation for parcels containing a small area zoned Flood Plain. The Flood Plain zone requires a minimum lot/parcel size of 10 acres in Rural Residential and Multiple Use Agricultural zones and 80 acres in Exclusive Farm Use and Forest Use zones. In these cases, the area zoned Flood Plain must encompass 10 or 80 acres which can negate a partition or land division proposal. • The Planning Commission recommended converting the Flood Plain Zone to a combining zone. This eliminates split zoning associated with the Flood Plain Zone and the underlying primary zone for determining the minimum lot/parcel size. 3. Conservation Easements The original proposal did not include changes to Deschutes County's conservation easement standards. The Commission extensively discussed utilizing conservation easements as a mechanism to protect open space as part of a cluster development application proposed near streams, rivers and wetlands. • The Planning Commission recommended applying conservation easement standards to all new land divisions to provide additional protections and use restrictions in the sensitive "Riparian Area" including: 1. The bed or banks of stream or river; 2. The first 100 feet measured at right angles from the ordinary high water mark of designated streams or rivers; 3. The Special Flood Hazard Area as shown in the Flood Insurance Rate Maps; and 4. Wetlands, as shown on the National Wetland Inventory. The recommended standards would apply to areas located inside and outside of the proposed Flood Plain Combining Zone based the four factors listed above. -3- REVIEWED LEGAL COUNSEL BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON An Ordinance Amending Deschutes County Code Title 18, Deschutes County Zoning, and Title 23, the Deschutes County Comprehensive * ORDINANCE NO. 2017-004 Plan, Changing the Flood Plain Zone to a Combining Zone and Incorporating Related Text Amendments. WHEREAS, the Deschutes County Community Development Department (CDD) proposed a zone change (file no. 247-17-000140-ZC) to DCC Title 18, Deschutes County Zoning Map, to change the Flood Plain Zone from a primary zone to a combining zone; and WHEREAS, the Deschutes County CDD initiated amendments (Planning Division File No. 247 -17- 141 -PA) to the Deschutes County Comprehensive Plan, Chapter 2, Resource Management, Appendix B, Tumalo Community Plan, and Appendix D, Newberry Country Plan, and; Appendix 5.4, Newberry Country Zoning Map; and WHEREAS, the Deschutes County CDD initiated amendments (Planning Division File Nos. 247 -17- 000142 -TA) to Deschutes County Code ("DCC") Title 18, County Zoning; and WHEREAS, the Deschutes County Planning Commission reviewed the proposed changes on April 13, 2017 and forwarded to the Deschutes County Board of County Commissioners ("Board"), a recommendation of approval; and WHEREAS, the Board considered this matter after a duly noticed public hearing on November 8, 2017, and concluded that the public will benefit from the proposed changes; now, therefore, THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON, ORDAINS as follows: Section 1. AMENDMENT. DCC Title 18, Zoning Map, is amended to change the zone designation from Flood Plain ("FP") to Flood Plain Combining for certain property depicted on the maps set forth as Exhibit "A", attached hereto and by this reference incorporated herein. Section 2. AMENDMENT. DCC 23.01.010, Introduction, is amended to read as described in Exhibit "B," attached hereto and by this reference incorporated herein, with new language underlined. PAGE 1 OF 3 - ORDINANCE NO. 2017-004 Section 3. AMENDMENT. Deschutes County Comprehensive Plan Chapter 2, Resource Management, is amended to read as described in Exhibit "C," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in �'-g h. Section 4. AMENDMENT. Deschutes County Comprehensive Plan Appendix B, Tumalo Community Plan, is amended to read as described in Exhibit "D," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in stfikethfough. Section 5. AMENDMENT. Deschutes County Comprehensive Plan Appendix D, Newberry Country Plan, is amended to read as described in Exhibit "E," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in sh��gh. Section 6. AMENDMENT. Deschutes County Comprehensive Plan Appendix 5.4, Newberry Country Zoning Map, is amended to change the zone designation from Flood Plain ("FP") to Flood Plain Combining for certain property depicted on the maps set forth as Exhibit "F", attached hereto and by this reference incorporated herein. Section 7. AMENDMENT. Deschutes County Comprehensive Plan Chapter 5, Supplementary Sections, is amended to read as described in Exhibit "G," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in �'��gh. Section 8. AMENDMENT. DCC 18.04.030, Definitions, is amended to read as described in Exhibit "H," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in stfi h. Section 9. AMENDMENT. DCC 18,12.010, Establishment of Zones, is amended to read as described in Exhibit "I," attached hereto and by, this reference incorporated herein, with new language underlined and language to be deleted in striket4eugh. Section 10. AMENDMENT.. DCC 18.61.030, La Pine Planning Area, is amended to read as described in Exhibit "J," attached hereto and by this reference incorporated herein, with new language underlined and language, to be deleted in sftikethreugh. Section 11. AMENDMENT. DCC 18.96.010, Purposes, 18.96.020, Designated Areas, 18.96.030, Uses Permitted Outright, 18.96.040, Conditional uses permitted, 18.96.070, Application for Conditional Use, 18.96.090, Yard and Setback Requirements, and 18.96.110, Dimensional Standards, are amended to read as described in Exhibit "K, attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in stFiket4augh. Section 12. AMENDMENT. DCC 18.113.060, Standards for Destination Resorts, is amended to read as described in Exhibit"L," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in strilethfough. Section 13. AMENDMENT. DCC 18.116.220, Conservation Easements on Property Adjacent to Rivers and Streams -Prohibitions, 18.116.260, Rock Crushing Outside the SM Zone, and 18.116.270, Conducting Filming Activities in All Zones, are amended to read as described in Exhibit "M," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in stfile4ffeugk. PAGE 2 OF 3 - ORDINANCE NO. 2017-004 Section 14. AMENDMENT. DCC 18.124.030, Approval Required, is amended to read as described in Exhibit "N," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in stik-ethfeugh. Section 15. AMENDMENT. DCC 18.128.200, Cluster Development (Single Family Residential Uses Only), and 18.128.210, Planned Development, are amended to read as described in Exhibit "O," attached hereto and by this reference incorporated herein, with new language underlined and language to be deleted in stfikethf eiagh. Section 16. FINDINGS. The Board adopts as its findings Exhibit "P", attached and incorporated by reference herein. Dated this of 12017 BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON TAMMY BANEY, Chair ANTHONY DEBONE, Vice Chair ATTEST: Recording Secretary Date of 1St Reading: Date of 2nd Reading: Commissioner Anthony DeBone Alan Unger Tammy Baney Effective date: Philip G. Henderson, Commissioner day of 12017. day of 92017. Record of Adoption Vote: Yes No Abstained Excused day of )2017. PAGE 3 OF 3 - ORDINANCE NO. 2017-004 1 1 2 1 3 �sisteis" — 5 - 6 7 Eagle Crest i 126; City of Redmond ' 26 20 97 Pronghorn 31 8 9 97 10 Tu all ` 11 Y Cit of, Bend' Tetherow 14� 372 97 16i Sunriver Legend Flood Plain Index State Highway County Boundary Unincorporated Community Urban Growth Boundary Unincorporated Community Maps Terrebonne - Map 33 Tumalo - Map 34 Sunriver - Map 35 13 15 17 18 1 19 Deschutes County Flood Plain Overlay Zone Ord. 2017-004 Exhibit /"A" 0 2 4 12 16 Miles May 2, 2016 !22t 23 24 28 29 30 20 21 25 26 27 97 City of 31 32/ La Pine Legend Flood Plain Index State Highway County Boundary Unincorporated Community Urban Growth Boundary Unincorporated Community Maps Terrebonne - Map 33 Tumalo - Map 34 Sunriver - Map 35 13 15 17 18 1 19 Deschutes County Flood Plain Overlay Zone Ord. 2017-004 Exhibit /"A" 0 2 4 12 16 Miles May 2, 2016 !22t 23 24 28 29 30 �1P w-RP1V�-BA RGGPY"DR u~if 5 Citrniy ofers awe�Sistg- D 6�1- A s F �3ALLEWRO i I � D�CARO/ s � 5 BUCKHORN LN ��Mtor�naa. om sea:u. or u. ¢yw s �Mq� mpee. x�,w,m iM ea�eyorinrcsvalo� ea�'+uYrP �•w� �'�M'9mo pxuun. Flood Plain Overlay Zone Legend _- n anorpomted Commumry EFUTRe?TumelolRedumozblBeM Subzore Map 1 of 35 .0 �.. Food Ple —fty — F F I Use 1 CountyZoning F F IUse2 AOD-A-dOpemdo,re-tnd —10- PIe Use Agnautlurml ASD-A.—Sup dDi—t OS6C-Open Space6Corrservalion ASDRA- Am— S,pl nDi—tR.—Area — -' RI R—:-- �\ ARID Ave—ReletetlI—tnelDrmbwt RC R— IC n,e W pRIDRA-Av—Relsled 1-6.1OSlrwlR se eAoe (,i, RR Ruml Residandel EFUALAIklk Subzore SM �Surtece M'nrg EFUHR Hormo RdOe Subzone SMURA-Sudaw M'dng URA 0 0.25 0.5 1 1.5 "ULA- Pi.Subzone :uAR10 UNen A,ee Reserve 10Anm Minimum MMES —LB -L.--nd Sub— EFusc-s.ae,vem�emale s�b:ene SR 2.5-Rosiden0e125 A—Mmmum May 2, 2017 A s F �3ALLEWRO i I � D�CARO/ s � 5 BUCKHORN LN ��Mtor�naa. om sea:u. or u. ¢yw s �Mq� mpee. x�,w,m iM ea�eyorinrcsvalo� ea�'+uYrP �•w� �'�M'9mo pxuun. z ~ O z e o I BIG BUCWRD 1 a............ . . . . . . . . . . . . . . . . . . O to L,'z'2 SPUR DR (5 . Flood Plain Overlay Zone 9111, EFuMSUnin.o0 TTurrelolRetlomoMlBeM RdC.mmunry EFU RB Subzo,w Map 2 of 35 �Fbod Plan 0—,Z..F1 Forest Usel Coenty Zoning ; F2 F.—Usez � 22f MUA10 MW4,IeUseAiidwlt— ASD-Ar, fion Soppod District OSSC Open SP.m&c, en.tbn 2 K ' RI RomllndusWal F ARID-Avbiwn Raleletl lMuatna�0rebcl RC Roml C.mmercel /1VI N_ A .�,j','RR10 Roml Readentiel Sy��N�� FADJU SM s—m Mnrg HWV 726 EFUHR - Hwse Ridge Subxane Legend Flood Plain Overlay Zone 9111, EFuMSUnin.o0 TTurrelolRetlomoMlBeM RdC.mmunry EFU RB Subzo,w Map 2 of 35 �Fbod Plan 0—,Z..F1 Forest Usel Coenty Zoning ; F2 F.—Usez —A -Id Opd.—Delrid MUA10 MW4,IeUseAiidwlt— ASD-Ar, fion Soppod District OSSC Open SP.m&c, en.tbn ASDRA-A .—Srepod Dsln.t Reserve Area ' RI RomllndusWal ARID-Avbiwn Raleletl lMuatna�0rebcl RC Roml C.mmercel /1VI ARIDRA-Avelbn Rested lMuslr el D'alrrl Rese A .�,j','RR10 Roml Readentiel EFUA SM s—m Mnrg EFUHR - Hwse Ridge Subxane SMURA- Sode.e Mining URA 0 0.25 0.5 1 1.5 EFULA- L. Pine Sob— UA1410- U— Are. R.serve-10 Acre Minimum !EMNiiiRiNNOMiles EFULB - Lows Bddg SO— SR T.S - Res .—It.—Minimum EFUSC- SiIRWCI—,.le sob.. May 2, 2017 c<nmeols �emyeliixl'<na oM� wi eW'«uM. tt.euom�vrp wpWud ■ 1 In mmmvea on RazhHea Ca¢a s ��MTrc¢� impcd�� Mre�bs ".""e'0'^. orrvaww ux asR¢ �r>I v+••*•ew>,u�¢�m ; w�w�m=re�rerore �� rm� Flood Plain Overlay Zone Legend IMez EFUTE - Tenebon,rt Subzone W. LAMBERT LDi EFUTRB-TumeldRetlmoMlBeM S.— Map 3 of 35 y ��Unircorporated Community Fb dPleini—day Zane F1 F fuser County Zoning ':. F2 F IUse2 AOD Ai -d Op..—Di— M-0-MultiploU.ABdcuh— ASD-A,,-nSuppod District 0 NWCOYNER-AVE d Di—t RrveA ASDRA .—Suppoese :. RI R II duels l—l—Dislnct ARID. A—.Rentlu RC ft Comme,cal ARIDRA —.n Relined l.ustnel D—I Reserve Aree RR10 Rum- Residential V V EFUAL AI—Su— o 3 z 0 0.25 0.5 1 1.5 z W ATKINSON AVE Miles iiiFmREFULA-Le G N� BUTLER I r EFULB -Loeer Bddgo Subao,re :SR T.5-Res—.1211 Acre Minimum May 2, 2017 EFUSC-SisIeNCloreNele Subiore �N � r.NW_YUCC rn AAVE SOW RDS E �a z Z, D: NW KACHINA AVE bi NW.SP.RUCE AVE iv ,k Y P' 2 NW POPLAR DR ■ 1 In mmmvea on RazhHea Ca¢a s ��MTrc¢� impcd�� Mre�bs ".""e'0'^. orrvaww ux asR¢ �r>I v+••*•ew>,u�¢�m ; w�w�m=re�rerore �� rm� Flood Plain Overlay Zone Legend IMez EFUTE - Tenebon,rt Subzone EFUTRB-TumeldRetlmoMlBeM S.— Map 3 of 35 y ��Unircorporated Community Fb dPleini—day Zane F1 F fuser County Zoning ':. F2 F IUse2 AOD Ai -d Op..—Di— M-0-MultiploU.ABdcuh— ASD-A,,-nSuppod District 0 NWCOYNER-AVE d Di—t RrveA ASDRA .—Suppoese :. RI R II duels l—l—Dislnct ARID. A—.Rentlu RC ft Comme,cal ARIDRA —.n Relined l.ustnel D—I Reserve Aree RR10 Rum- Residential V V EFUAL AI—Su— o 3 z 0 0.25 0.5 1 1.5 z W ATKINSON AVE Miles iiiFmREFULA-Le Pine Svbzone N� BUTLER I r EFULB -Loeer Bddgo Subao,re :SR T.5-Res—.1211 Acre Minimum May 2, 2017 EFUSC-SisIeNCloreNele Subiore �N NWI r.NW_YUCC rn AAVE SOW RDS z Z, NW KACHINA AVE bi NW.SP.RUCE AVE iv � P' 2 NW POPLAR DR NW�OAK HN/y ■ 1 In mmmvea on RazhHea Ca¢a s ��MTrc¢� impcd�� Mre�bs ".""e'0'^. orrvaww ux asR¢ �r>I v+••*•ew>,u�¢�m ; w�w�m=re�rerore �� rm� Flood Plain Overlay Zone Legend IMez EFUTE - Tenebon,rt Subzone EFUTRB-TumeldRetlmoMlBeM S.— Map 3 of 35 y ��Unircorporated Community Fb dPleini—day Zane F1 F fuser County Zoning ':. F2 F IUse2 AOD Ai -d Op..—Di— M-0-MultiploU.ABdcuh— ASD-A,,-nSuppod District OSS. -Open Spa.BC —iflon d Di—t RrveA ASDRA .—Suppoese :. RI R II duels l—l—Dislnct ARID. A—.Rentlu RC ft Comme,cal ARIDRA —.n Relined l.ustnel D—I Reserve Aree RR10 Rum- Residential V V EFUAL AI—Su— SM Surfec¢Miring 0 0.25 0.5 1 1.5 EFURR Roree Rill Subzone SmuRA-su..M'nig URA Miles iiiFmREFULA-Le Pine Svbzone l UAR10-Urban Aree Raxrva-tOAcre Minimum EFULB -Loeer Bddgo Subao,re :SR T.5-Res—.1211 Acre Minimum May 2, 2017 EFUSC-SisIeNCloreNele Subiore ■ 1 In mmmvea on RazhHea Ca¢a s ��MTrc¢� impcd�� Mre�bs ".""e'0'^. orrvaww ux asR¢ �r>I v+••*•ew>,u�¢�m ; w�w�m=re�rerore �� rm� Legend Flood Plain Overlay Zone �I,dax TE- TenelwnneS0- EFUTE—,I—S0- -d -d Plein Oveday Zm Ft - Foreai Use 1 County Zoning F2 Foreat Usa2 AOD - Ai? 1d Op Delncl MUA10 Multpla Use ABncu I ASD -Ar t' S p D' bcl OW Open Space BCo,wervaWn ASDR -A aWn SWWp Di—Reserve Area .. RI RumllW—I ARID-AVaWn Releletl lMwNel DgMct RC Ruml Comme,cal ARIDRA-AvmWn ReBietl lMuelnel D'elnc[Reae ATzg"RR10 Ruml Reatlemial EFUAL-AI%Ite Subzom; SM-Surtaw Mnng EFUHR- Horse Ridge S.-- EFULA- Le Pira Sub— S.U.- Su,lace Mini,g URA UARI0 - U—A— Reserve -10 Ac,e Minimum EFULB-Lo—Bndge Subzore EFUSC- Subzmw SR 25, Re -6112.5 Acre Minimum Map 4 of 35 V V 0 0.25 0.5 1 1,5 iiiiiOMiles May 2, 2017 s - , nT ax �s a EMERALDyALLEY RD il w�24z w_RP" LADY.ICq RO"� � y DR BARGti✓c1A k a r ¢z P� r`a'` e U � Y�,S at . z CitOf�S�SIGCS y i g w BUCKHORNyLN w PSA6 zF Wh'OOD.q®�z��TE CASCADE AVE �� RIATA CT �2 PINE TREE[LN 89t9 f`Fna t ra u' �� 6 0 w m f—rn E "C1J Qrn D f WILDWINGRD�BROOK&SCANL-0 w CpGGyryCRO u Z JpRpANRO Np REMUDTTTP RD Y r Q- Fp;RTHING LN CHICKAREE LN SV6S6 D��' EORKED RIA KENT -R6 IVY•LN � 1 w O K. W eRp 'o•' pkSS PETERSON RIDGE.RD U ON <p I� LP J G z AFTF JAMES LN m R00 ti MALL Rp HARRINGTON LOOP RD 0 r o U a'• w T O y ESAY:RD P-6AINVIEW+RD N VAROO RD m.. O OpDEDR m: 055 PD DEP Flood Plain Overlay Zone Legend RIMex EFUTE TenebOn110 Sabzone y.,Uaircu,Poreted Dommunly EFDTRB TmelolRetlmoMlBaM Sab=0� Map 5 of 35 Food Plan Ovedey— F F Uset : F County zORiRg -: '.F IUse2 AOD A—oPmt--nd MUA10 MultiO Use Agncutlum \ ASD -AW. SuggoRDislrkt -- o_ SP.. BCorrservation AS— Aratwn SUP DistRct Rea— R R II tl trel ARID.AvaWn Related lntlustdel Orsldct RC R IC memml wno.ma map De+=nn e s ARIDM Avwbon Related lyduslnal—t Reserve Are I„}> RR10 RUrel Resdan0al p resp m.atnyT �.�ve. om;ua�.. ntro eats EFUAL Alletla Sobzmre SM 5 Race Min rig wa mmwm'+q tnop arc, mnareie�ouK.: topec7.E'74 1.5 EFUHR-H—Ridge Sabzone $MORA-SUReca M'm,g URA 0 0.25 0.5 1 nme.e,%*.sono wce mi Miles EFULA-Le Pine Subzo�re UAR10 U—Area Resarvo 10 Acre Minimum EFULB-Lovrer Bdtlge Subzona :. SR 2.5- R--.1 A—Minimum May 2, 2017 EFUSO - --C--s„ b:e,w Legend Flood Plain Overlay Zone �I,dex EFUTE Temebonne Subzone * Uni,wmpo -C ... orty EFUTRB Sabmno Map 6 35 Food Pte n Owney Zone F1 Forest Use 1 of C Unty Zoning ON III AOD-AirfieM OpembomD d. M-0M.Itplo Use Ag4..h.,el ASD-ANalion Soppon Di—, —C- Open Sp..BComervelnn ASDM-AnaSon Srppod -1W RN ARID-Av®tron R,1— lMus D'1't RI RumRndwNel qC-Rural Comme,cml ARIDRA-AvmWn Related 1—nal Diz—Rem N Y .=RR10 Roml Read -W � � SM-Surlece M'nirg e o •e SMURq Sonata Mmn,g URA 0 0.25 0.5 1 1.5 —LA- Le —S.b— —0 - Urban Nee Reserve -10 Acre Minimum Miles EFULB-Lore, Bndge S.b— SR 2.5. Reage— 2,6 Acre Minimum EFUSc - Seb— May 2, 2017 _... ®_.... .. SENSE .._... I® I '' e 0 0 o ` � ■ am6l r � i HHIHO ■■■ ONE =CI■■■ ■■■■®® No EMS " o es• •e '®'®i'll ' SENSE WHEN - 7 SEEMS �Ii11►� = L Legend Flood Plain Overlay Zone �I,dex EFUTE Temebonne Subzone * Uni,wmpo -C ... orty EFUTRB Sabmno Map 6 35 Food Pte n Owney Zone F1 Forest Use 1 of C Unty Zoning :: F2 Fmeet Use2 AOD-AirfieM OpembomD d. M-0M.Itplo Use Ag4..h.,el ASD-ANalion Soppon Di—, —C- Open Sp..BComervelnn ASDM-AnaSon Srppod -1W RN ARID-Av®tron R,1— lMus D'1't RI RumRndwNel qC-Rural Comme,cml ARIDRA-AvmWn Related 1—nal Diz—Rem N Y .=RR10 Roml Read -W EFUAL-Nklk Subzone � SM-Surlece M'nirg EFUHR - H.. Rdge $ubzone SMURq Sonata Mmn,g URA 0 0.25 0.5 1 1.5 —LA- Le —S.b— —0 - Urban Nee Reserve -10 Acre Minimum Miles EFULB-Lore, Bndge S.b— SR 2.5. Reage— 2,6 Acre Minimum EFUSc - Seb— May 2, 2017 • dg an eexmnea rau 'e0 s. �� ry trema. ora aaara. or,ca.amraawary n,M dptall xaH�Nm rtnvaed Mor tnmaa loarxe lamwW�u�q:. R,�j �r l� m uune emarn meLxecs �pmcat F o� K 3- z— P .. ��"p�•, • �� Jt ,1 OWN .m Elm 1 1 � > e z 1111 EFUTE Tenebonne Subzoiw �NW-YUCCAAVE �, A Jmzorp—dCommunlly m to oI seb:ana Map 7 of 35 NW KACH NA`A F F Usal O County zoning Fs F us NKSP-RUCEAVE ,,.; pOD-A Rnld Opembare Diaidp \I ASD-AMeOon Suppon Dist11 058C -Opon Space 8 Comervelion ASDRA A' F nSWp nDabicl R—,.A F o� K 3- z— P .. ��"p�•, • �� Jt ,1 OWN .m Elm 1 1 � > e 1111 EFUTE Tenebonne Subzoiw �, A Jmzorp—dCommunlly EFDTRD Tml wRedmolmel seb:ana Map 7 of 35 F—Plein0—y— F F Usal h` County zoning Fs F us ,,.; pOD-A Rnld Opembare Diaidp \I ASD-AMeOon Suppon Dist11 058C -Opon Space 8 Comervelion ASDRA A' F nSWp nDabicl R—,.A R R tl Irel ARID A' 1' R.— 11us1nel Dsbict RC ft C mmemal pescnu. o.u5v� ARIDRA Ava an Releletl lluamel Datrcl ReserveA 'RR10 Rure Recd—I \/��/ qG5 V V P�`iyvro+c ,Ta•mm�v.a EFUAL Alfelle Subzoce SM Srfece Min ig 0 0.25 0.5 1 7.5 rvw.r.. ro. uiana aim EFUHR H—Rdge S,,--SMURA-S.—M'nrg URA Miles EFULA-Le Pi. S--.:: I kill Acre Minimum EFULD-Loxer Dndg Subzoia 0 Minimum May 2, 2017 EFUSC-Sislers/CloaeNelo Subzore � .lilll' — � 1111111 _ _ _ _ , ■■ �■t�% `�` Vii; ® lion1111■ I® ( __ _ ®7® �■..®i'I� Flood Plain Overlay Zone Legend 1111 EFUTE Tenebonne Subzoiw �, A Jmzorp—dCommunlly EFDTRD Tml wRedmolmel seb:ana Map 7 of 35 F—Plein0—y— F F Usal h` County zoning Fs F us ,,.; pOD-A Rnld Opembare Diaidp MUA10 Multiple Uae Agncuft— ASD-AMeOon Suppon Dist11 058C -Opon Space 8 Comervelion ASDRA A' F nSWp nDabicl R—,.A R R tl Irel ARID A' 1' R.— 11us1nel Dsbict RC ft C mmemal pescnu. o.u5v� ARIDRA Ava an Releletl lluamel Datrcl ReserveA 'RR10 Rure Recd—I \/��/ qG5 V V P�`iyvro+c ,Ta•mm�v.a EFUAL Alfelle Subzoce SM Srfece Min ig 0 0.25 0.5 1 7.5 rvw.r.. ro. uiana aim EFUHR H—Rdge S,,--SMURA-S.—M'nrg URA Miles EFULA-Le Pi. S--.:: UAR10 j— A. R—.10 Acre Minimum EFULD-Loxer Dndg Subzoia :SR 2.5-Rea'vJelel2.5 Acre Minimum May 2, 2017 EFUSC-Sislers/CloaeNelo Subzore ® • ®® . Flood , . man _ manINS �IMex EFUTE Tertebonre Subzore • _ EFUTRB-TumelolRetl,rroMIB.—b— Map 8 35 Fbatl Ple'n Overlay Zone Ft Foreal Usel of County ZoningF2 Forest Usa2 AOD-Ai,f Itl Openfre Dh- MUAtO Multiple Um Agn-ft— ASD---Suppotl Osbwt —C Open SPew BCoreervetron ASDM-AxafnSupport D'strwt Reserve Aree ARID-Av®tron Roleted lMuatnel Disl'w1 RI qumllntluaVml ftC Ruml Commamial MORA-Anetmn Roletetl lMustr el Dgl'wl Rene Ar I ,S RRIO.Rami—id-liel EFUAL-Attalla Subzore �. SM Surlece Ming EFUHR-Hone Ridg Subzone SMURA-Surface Mw"— 0 0.2$ 0.5 1 1.5 EFULA- La Pine --UAR10 F. ., Miles EFULB-Coxa' Bntlge Subzom ,. SR35-ResNentiel l.5Acre Minimum EFUSC-SislenrClovaNale Subzom May 2, 2017 ME 0 EM MEMN ®i 1 ® e o 0 EEIII Eno Legend Flood Plain Overlay Zone �IMex EFUTE Tertebonre Subzore ti••Uni,worpo -Commonly EFUTRB-TumelolRetl,rroMIB.—b— Map 8 35 Fbatl Ple'n Overlay Zone Ft Foreal Usel of County ZoningF2 Forest Usa2 AOD-Ai,f Itl Openfre Dh- MUAtO Multiple Um Agn-ft— ASD---Suppotl Osbwt —C Open SPew BCoreervetron ASDM-AxafnSupport D'strwt Reserve Aree ARID-Av®tron Roleted lMuatnel Disl'w1 RI qumllntluaVml ftC Ruml Commamial MORA-Anetmn Roletetl lMustr el Dgl'wl Rene Ar I ,S RRIO.Rami—id-liel EFUAL-Attalla Subzore �. SM Surlece Ming EFUHR-Hone Ridg Subzone SMURA-Surface Mw"— 0 0.2$ 0.5 1 1.5 EFULA- La Pine --UAR10 - U,ban Area R.—.10 A— Minimum Miles EFULB-Coxa' Bntlge Subzom ,. SR35-ResNentiel l.5Acre Minimum EFUSC-SislenrClovaNale Subzom May 2, 2017 wnen ua maawa dm Courc/aars. au<q�m rzdrodrear}n� mmPo�� aac�n�.ne 9• ,Mvn�moM TMre c�emvwrc*ea erp Im��. e,cl,niretM Haneer. msira,and �drldroaa brMa �LaL�urivw, cid n pmva. i Flood Plain Overlay Zone Legend I, IMec EFUTE - Tertebonne subzoiw }°•um—,R.ed Community EFUTRB-Tuma1—d—...dSu-- Map 9 of 35 —dP-Ovedey Zone Fi F= IU..I County Zoning `+: F2 Fl u..2 ° AOD A—OPereSona—nd MUA Mulbo. Um Agdcubuml ASD �—n Suppod Di—t 056C -o— Specs BGorservation NOR :. reign Suppod Oiah�clRmervoN R—I +: RI R ■■■ Cdualnelmmem RC R Ioal MIDRA Awtwn Releled lMuslnel0eDwt Rese / .''. RR1D ftum Residonliel V V EFUAL-Alhik Subzam � SM-su—Mining EFUHR H.. Rdge Subzone SMURA-Su—M LAURA 0 0.25 0.5 EFULA-Le P rre Subzoire UAR10-Urban Arm Reserve-1DAcre Minimum Miles EFULB-L. Bddge Subzom EFusc-smmrelaeremele sebeo. ": SR25-Readonliel25 Aug Minimum May 2, 2017 E NEW rMEN®® I ■■M NONE so ® on P,;f MEN _ snoop I _ RUDI.RD 0 INEHURST.RD p II hlNy 1 T� imaln 11111111111116 . �u mi 111111MI.. ; ■.. 1`��►► m■®■I!■■ ® mm" _ ®° ®ULt® ° ■�_/!�,.,.+i'®®.°° iia` _■."'�. ►�� ■®:.:.111`..® _ _ �� .s ; It!1�`n.�i�r L■ ONE /'®■ :"s��!��--�®®��—._ +!IIS/® !i®�—® 7_ 1 . wu dg m_Nu:on OexnNea Courry:o s uMo rsop�vry �e.pevAwy ro� ewe. onba«e. o.po.mrel xrvxy m ux dyvat dfa ma.fs Trcrearero�wmvn<:. e.prtaaorimptd. rc.LS:M�ro Hareenleya mertna-age Moifnrcewrorrce�v W�p+�mx.�m4+Mrooa PTa� Flood Plain Overlay Zone Legend IMec EFUTE - Tertebonne subzoiw }°•um—,R.ed Community EFUTRB-Tuma1—d—...dSu-- Map 9 of 35 —dP-Ovedey Zone Fi F= IU..I County Zoning `+: F2 Fl u..2 AOD A—OPereSona—nd MUA Mulbo. Um Agdcubuml ASD �—n Suppod Di—t 056C -o— Specs BGorservation :. reign Suppod Oiah�clRmervoN R—I +: RI R - gRID AvieSon RoletH lMualdel Dialrwi Mu. Cdualnelmmem RC R Ioal MIDRA Awtwn Releled lMuslnel0eDwt Rese / .''. RR1D ftum Residonliel V V EFUAL-Alhik Subzam � SM-su—Mining EFUHR H.. Rdge Subzone SMURA-Su—M LAURA 0 0.25 0.5 EFULA-Le P rre Subzoire UAR10-Urban Arm Reserve-1DAcre Minimum Miles EFULB-L. Bddge Subzom EFusc-smmrelaeremele sebeo. ": SR25-Readonliel25 Aug Minimum May 2, 2017 7_ 1 . wu dg m_Nu:on OexnNea Courry:o s uMo rsop�vry �e.pevAwy ro� ewe. onba«e. o.po.mrel xrvxy m ux dyvat dfa ma.fs Trcrearero�wmvn<:. e.prtaaorimptd. rc.LS:M�ro Hareenleya mertna-age Moifnrcewrorrce�v W�p+�mx.�m4+Mrooa PTa� Legend Flood Plain Overlay Zone Map 10 of 35 V V 0 0.25 0.5 1 1,5 Miles May 2, 2017 DSCLtMER d9u Caurrye a l5 �M ete N. M1�ciM Mxer, m:hemo M xalxeyrecsea m. euom MPmwv. EFUTE - Tartebonne Subiorw !il— „" ----d CommundY EFUTRB-TunrelWRetlmoMxBeM zone Sub 2 Food Plein overlay zone H -,— Ux 1 county Zon Ing F2 F:,-,Use2 AOD.Ai,fiedCporeeore Dislnn MUA,u Multipe Ux ASncWlurel ASD-AMelgn Support Di— USSC 0,",.- pan SpaceA--Awalron A— - -.-Si ftDatncl Reserve Area '.'-, RI R..IntlusUial ARID - Ave Releletl lMusNel DreN RC R—Comma W CC ARIDRA-A—n Releled lnduMnal M— R—,. A Pit+,: RR10 Rure Read -ml EFUAL-ANINSub— SM Surtace Wii EFUHR-Horse Rdg Subxone SMURA Surtace Mnii URA EFULA.LOP-Subzone UARIO-U—Area Rexrve 10Acre Minimum "EFULB-Lower Bndg Subzare ,;.. SR 2.5- Reade W2,6 Acre Mia— ... D _ _—CloveNaleSub— Map 10 of 35 V V 0 0.25 0.5 1 1,5 Miles May 2, 2017 DSCLtMER d9u Caurrye a l5 �M ete N. M1�ciM Mxer, m:hemo M xalxeyrecsea m. euom MPmwv. t 1 nue rax uus 0 1 $ pyT rmgM.vewrq�rc anwyem.&Y� wmz wm��a. v�wr2ecw-rvrvw Mc'oaun. lmem`.arteniry orfe.a s,w• m� Flood Plain Overlay Zone �•9agd EFUIs-Tertebonrre Subzom �IMex EFUTRB-TumeloBMmaMBeMSubzorie Map 11 of 35 y••UnizorporetodCommunily Food PIe n OvodeY Zom F F est Use 1 ,...ty ZORIRg ; F2 F rest U.2 _.., AOD—IdOpde—DW& MUA10 Multiple Use ABncutlu 1 ASD- Avle.e Support Di—I OSB.- open Spem B coreerva— A$DRA Axe—Support D.N Res A RI R 11 tlusViel ARID-Av ,Reletod —.1 Drstrcl R. R IC mmer<MI ARIDRA Aviation Refiled lMustnsl0'nlMl Rem eA a�,,- RR10 Rum Res denliel V V ,FU AL Alelk Sub— SM SRem Minig 0 0.25 0.5 1S EFUHR Home Ridge Subz— SMURA-.U.-Marg URA iiiiiiRMiles EFULA-I.e P.—Subzom ':. UAR10-U—Ares Reserve -10 Acre Minimum EFULB-L—r Bridge Sub— .-0.May SR 2.5- Re -k 125 Acre Min...FFusc-smremxmvomem 2, 2017 nue rax uus 0 1 $ pyT rmgM.vewrq�rc anwyem.&Y� wmz wm��a. v�wr2ecw-rvrvw Mc'oaun. lmem`.arteniry orfe.a s,w• m� ■ , , , ®®_'pill 111®: ,.� i� f' �� F . �!®� • -i®ter.®1® ,. ®1 ofIB,e" d S O K W O U ¢: BUTLER. RD w� Di-ig® Y ®®� 'pHYDE LN tie �pQ& ®�»�R♦ 02 HKE-- EL aEnE LN niA "s'T 7 tl x MODOC LN -R— LL®ARLIGHT DR EAAELLTAPL Legend Flood Plain Overlay Zone EFUTC Terrobonm Subxoire m * �U rporelatlCommunry '. EFUTRB-TumalaRetlmo ..Su— Map 12 of 35 . :Food Pbin OvedaY Zone Ft Forest Uset 0' tyZoning -. F2 Faresl Uee2 -. AOD-AK dOp D' Mal MUA10- Mullpla Use Agnauburel ASD Avielio S ppo O'tnal ...0 Open 8'.BComenelbn AS -A tion Support Dsbktft A ARID -Avieiwn RaR.1—l�duel' D' ,.RI - Rumllntluelriel Cam ftC RR—merc®I ARIDRA-Av®WnReletetl lM strI lDSVct Resery Ar: RR1D-Rum- Resdengel EFUAL-All 11ubzone SM SurleceMmig V V EFUHR- Horse Rdga Subzone sMURA s.—WiN UAA 0 0.25 0.5 1 1.5 EFULA-Le Fire I—UAR10 Urben Area Reserve -10 Acre Minimum Miles .LB--, Bddge Subzone SR 2,6 Res ,Nt.12.5&, Minimum EFUSC- Sis1eMClpvordele Sub— May 2, 2017 IIICr I ®0.41 ww .als rmrvrat�M- � �.rcw�lk N none w. xero'«wea M4muu+.t I DIAMOND:FORG-1 x j� Plain Overlay Zone Legend WILLARD�RD� z z a 0 z x 0 EFUTC . Tertebonm Subzoro y"DnimoryomladDammuniry EfUTRB TumablRodmontllBerMaubzors � o " I`—Plein Overlay Zorx F1 � Foras, Use 1 Countyzoning "_ e r 'OD 'Ai-dOpaedom—dd MUA1D-Multip1e Use AOn-11 ASD-AWallon Support Dislricl OSSC -Open Sporn 8 ComervaDon AS— A -t SwporlDatr.1 ReservaA R tluahial RI I elad —.1el MID A- - R Osbel RC R IC mme,c®I _HORS,, -RD ,au+o+u+e m.ewar.re nem aoa aamuaanoeunN. aco_rryv0 s ARIDRA-Awlgn Rebted lMuaMe DaVklRrn Aree �.-RR10-Rurel ResitleMiel +-n,no rrtem+aewm eu �e .aee un oeunwez a pA+ Cwy ercegemyahto eimaom aaure _�mpx4m.e:+p re EFUAL Aklk Subzore SM Surlem Min rg �.d MorrnrcuRm�.oa��p am�a p°aw+ 7.5 ULTUSILN `` N.., SMURA Su,face Miring URA 0 PNIGOWN 0.25 0.5 t uo+e er. mtcvano wi xeppna Miles EFULA Le Piw Subzoro UAR10-U—Aree R.. 10 Acte Minimum 7 Y b, SR 2.5-Res—.1Ib Acre Mnimum May 2, 2017 )EER LN tP OGLES RC)D Flood Plain Overlay Zone Legend WILLARD�RD� �IMex EFUTC . Tertebonm Subzoro y"DnimoryomladDammuniry EfUTRB TumablRodmontllBerMaubzors o " I`—Plein Overlay Zorx F1 � Foras, Use 1 Countyzoning "_ F 'OD 'Ai-dOpaedom—dd MUA1D-Multip1e Use AOn-11 ASD-AWallon Support Dislricl OSSC -Open Sporn 8 ComervaDon AS— A -t SwporlDatr.1 ReservaA R tluahial RI I elad —.1el MID A- - R Osbel RC R IC mme,c®I ,au+o+u+e m.ewar.re nem aoa aamuaanoeunN. aco_rryv0 s ARIDRA-Awlgn Rebted lMuaMe DaVklRrn Aree �.-RR10-Rurel ResitleMiel +-n,no rrtem+aewm eu �e .aee un oeunwez a pA+ Cwy ercegemyahto eimaom aaure _�mpx4m.e:+p re EFUAL Aklk Subzore SM Surlem Min rg �.d MorrnrcuRm�.oa��p am�a p°aw+ 7.5 EFUHR Horee Ridg. Subzone SMURA Su,face Miring URA 0 PNIGOWN 0.25 0.5 t uo+e er. mtcvano wi xeppna Miles EFULA Le Piw Subzoro UAR10-U—Aree R.. 10 Acte Minimum 7 Y b, SR 2.5-Res—.1Ib Acre Mnimum May 2, 2017 tP OGLES RC)D ALFA WALKER RD Flood Plain Overlay Zone Legend �IMex EFUTC . Tertebonm Subzoro y"DnimoryomladDammuniry EfUTRB TumablRodmontllBerMaubzors Map 13 of 35 �m " I`—Plein Overlay Zorx F1 � Foras, Use 1 Countyzoning "_ F2-Fo,eal Use2 'OD 'Ai-dOpaedom—dd MUA1D-Multip1e Use AOn-11 ASD-AWallon Support Dislricl OSSC -Open Sporn 8 ComervaDon AS— A -t SwporlDatr.1 ReservaA R tluahial RI I elad —.1el MID A- - R Osbel RC R IC mme,c®I ,au+o+u+e m.ewar.re nem aoa aamuaanoeunN. aco_rryv0 s ARIDRA-Awlgn Rebted lMuaMe DaVklRrn Aree �.-RR10-Rurel ResitleMiel +-n,no rrtem+aewm eu �e .aee un oeunwez a pA+ Cwy ercegemyahto eimaom aaure _�mpx4m.e:+p re EFUAL Aklk Subzore SM Surlem Min rg �.d MorrnrcuRm�.oa��p am�a p°aw+ 7.5 EFUHR Horee Ridg. Subzone SMURA Su,face Miring URA 0 PNIGOWN 0.25 0.5 t uo+e er. mtcvano wi xeppna Miles EFULA Le Piw Subzoro UAR10-U—Aree R.. 10 Acte Minimum —LB Loxerendpe Subzoro EFUSC-SisleNClo,rertlelo Subzo,re SR 2.5-Res—.1Ib Acre Mnimum May 2, 2017 tiiwegi e-.:-®® y 2 s Legend Flood Plain Overlay Zone TTe Umncs,psnted Communty EFUTRB WRedamoZMlBand Sab.. Map 14 35 Fbod Pbi—allay— F, Farest Use, of County Zoning ,-.F2 Forest Use2 AOD Ai -d Op—b DetdC MUA10—pISUae nd-Runt ASD ANetisn Sappon Di -1 OSBC Open Space B CamervsWn ASORA -A' Ln Sa Distnct Resane Area ARID - Avis' R.I.-I—.1 Da— RI —1 nd . RC RenlComm— ARIORA-A' Rleadl .—I Drehct Rese A ;ji„RR10 Ranl RoaC—I EFUAL - A lana S-- SM-Surfarn Minng V V EFUHR-Hong RdO Sebzono SMURA S.—mi.iN URA 0 0.25 0.5 1 1.5 EFULA-Le—SO— UAR,O U—A—Reserve-10 Acre Minimum Miles EFULB--, Bdd, S.-- ;' SR 2.5- ResNe�rtie12.5 Acre Minimum EFUSC-Slslen f—dele Sab— May 2, 2017 McMM amon�h7o�.�ma. omnrwe�e.pe.xwl ecax%v Muecptaf wnMM xy a, Inrinab�InmaW purox ,aryvq ane pWun ®I Flood Plain Overlay Zone Legend IMex EFUT[ . Tenebon- Subzone y.�.`uniiwoNomled communis EFUTRB-TumalWRedmoMlBerd subzarg Fbod Plain Overlay Zone Ft Forest Use I Ceenty Zoning ,., ,.. F2:Foveal Use2 AOD-AiR Id Op—...Dlstnm MUAIO-Mul4pleU.ASn.0— ASD-ANelionsuppsn Distract OSSC-Open Sp..&Ca- ASDRA-Am— Sw dDatnct Reaervo A. RI - Rural lnd,a ARID Av®Ibn Relelod—tnal Dins RC Ruml Commereal ARIDRA AvaUon Reht¢d lMuslne DevclR AY [�,,'RR10 Ruml Residen4el EFUAL-AI/elle Subzore SM-SuHeca Mini`g BFUHR- Home Ridge Subzane SMURA-su—Mining URA "ULA -La Pins Sub— UAR10-Uh nArea Ress.e Acm Minimum SR 2.5- Resident e125Acre Mnimum FFULB Lower BndOe SUbzone BFUSC-SistemlClowN Sub— Map 15 of 35 V V 0 0.25 0.5 1 1.5 Msiim Miles May 2, 2017 F-1 m w ¢., U. MOHAWK R0� �O 2 2� SFti v0 by E-GASCAo SRO ? R O F z ryNF'QS�O�R C 2� _NEST CORE RD w ••• Q0 {7 ` /N I�Ati P 9 SjON.p100D RD d CoA AB G� yI •: BOT PO F Op S 11, A P °'1 Ny, •• OOD,RD i i • MUIR•6N�O�ER�OOK Q a O� IS4 . m ORS yNx C2 Sunriver See Map 35 �\�Qx�, ' �yU m�O3 S:CENTURV_DR O ��P� W.RO c°MOP Legend Flood Plain Overlay Zone �IMex EFUTE - Tenebonire Subxore M � �UnircoryoreteO Community EFUTRB-TumeloR3ed—/B— $ub— Fbod PW, Overlay Zoe,e Ft -forest Use 1 C ryZoning F2 Foreel-2 AOB-AiR Id Op—bens Da— MUA10 Multiply Use Agecu—, ASD -.Wt Suppan-- OSBC�Open SpewBCorrserv— ASDR- Am— SLgporl Di—t Reserve Area ,'�, : RI - Rumllnduslriel ARID -Av — Releletl lyduemel D—t RC- R— A RIDRA-gvmtwn Releletl lMustnel Dabicl Bess A Ni4 RR10 Rurelftmidemiel EF' -AIWa Su— : SM -Surtaw Mining _HR -H—Ridoe Subxone SMURA- Surface Mining URA EFULA - Le Pi-Subxone UAR10. U—Arae Reserve 10 Ace Minimum EFULB- Lower Bridge Subxone EFUSC - SislerslCloverdele Sub— _.,: SR25 Resgen11e1-Acre Mmimum Map 16 of 35 V V 0 0.25 0.5 1 1.5 Miles May 2, 2017 �.naee...f r,m�agw e.ms�ea on l>«�aa ca�M•a s �wwaa H ux aB+ne xIN+a M : N*.mew� iceiano v�.rwroa w: mew'.rs:M. Mv��tt Flood Plain Overlay Zone Legend �IMex EFUTE - Tertebonne Subzorre S , � Uni,eorpomled Cammuniry EFUTRB � TumalolRetlmordNoe,tl Subzone ": Fbotl Plein Ovedey Zom Ft -Foss! U`I CODnty Zoning F2 - Forest Use 2 AOD-Ai&-O—Sore—nd MUA10-MNIiPIa Use Agn-.rel ASD - AW — Suppod Dislncl OSSC - Open Specs B co.—.— onservationASDRA-Avielbn ASD— ".—S, A Oav,cl Reserve Aron RI -Rurel lntlus I ARID-AJ—Releled I-- —t RC Rurel Comnx:mbl ARIDRA Avmlron Rebletl Indo&net DislrblR A (v RR o - Rum - Restlemlel EFUAL-AIIIISUbSof18 SM Suelece Mining EFUHR- Home Ridge Subzona SMUM-Surlece Mini,g URA EFULA - Le Pine S.W. UARto-UNen Area ReservelO Acre Minimum EFULB-L. Bridge Subzo,re SR 2.5-Resitle-2.6 Acre Mmmum EFUSC- SislemlClo�eNele u— Map 17 of 35 V V 0 0.25 0.5 1 1.5 Miles May 2, 2017 0 T.19 I Millican Legend Flood Plain Overlay Zone �IMex EFUTE - Tenebonn. 1,1-n,S. Unirisoryomtetl Community •— PWia 0—, Zone EFUTRB-TumelalRedmM,s—S.bzona County Zeni ng Ft - Foreat Use 1 :. F2 Forest Use2 AOD-Abf Id Op 'am D -d MUA10 MUltipla U. A9dpuX ASD -AN tq 5 ppad Di—t 058C Open Spew B C.—tion ASD— AA..n Stgport Ol-1 Rese,ve Nae :-RI Rumilntluslrtel AR10-Na-Roleled IMu—Decrial RC Raml Commemal A1AA -o- Reatetl lMustnal Dwbwl Rene A ,� RR10-Rare-Reedenlial EFUAL-Nle aSubzore SM-SUHew Mining EFUHR- Horse Ridgo Subzona EFULA. Le Pins Subzona sm--Sur(e,e Minh URA UAR10-Urban EFULB- Lower 8ddge Subzona Area R.,.ry 10 Aam Minimum SR 2.5- RosHendel -1. Minimum EFUSC- SieterelClowrdele Subzore Map 18 of 35 V V 0 0.25 0.5 1 1.5 Miles May 2, 2017 "++a Cowrysors �eM�z��Ui �1°'n.emiuow�y�swmir�.•y�mv pu �am�ee��rmhetonouryer a. �,��.Ircliw�gtM e emxa rn Marort�ar.M. I"'P'�t. d Flood Plain Overlay Zone egen Ides EfUTE---S.— TE-TenebonneSobzo,wEFU EllTumaldR tlmoMlBeM Subzo,re —PWOved.Y Zayre F1 - Forest Use 1 County Zoning AOD Airfield Op.— Delnq MUA10 MUIUple Us. AgdceXuml ..: ASD-Ar.lgn Support Di.lrbl OSSC -Open $p.m 8 Comervelion ASDRA- Am— S,pporl Ds— Reserve Are. "-.,RI-R—tnd.-I ARID Av.—Reined lntlu.-Dnb,ol RC Rml Commemml ARIDRA A t , Related I D' bre1R rveA 1,' RR10 RomlReside— EFUAL-AI—Sobzone SM-SUK.ce Mini,g EFUHR-Home Ridge S—.- SMURA-Surface WIN URA EfULA - Le Pine S.bzone ::. UAR10-U—Area R., -10Acre Mimmom EfULB- tower —go S—SR 2.0-Resitl-W 2S Acre W....EFUSC - Smt—Cloy —, Sob— Map 19 of 35 0 0.25 0.5 'I 1.5 Miles May 2, 2017 El Em ag anus on puMescou a0 5 c^ srarv� T�e,ras. am eebv. orw'+o�w s+��'�p+ va �enro, exege rtryimirciw�y ne wmmydm �Mx: airye�nm:lo ew�ev'wxreg ns wm�n. Legend Flood Plain Overlay Zone �IMaz EFUTE - Tenebonm SUDzom ti e, �Unircomoretetl Cammuniry EFUTIiB-TumalWRetlmoMlBaM Subzom ' .Fbatl Plain OvedeY Zom F1. ForeatUmt C Rly Zoning ;F2 Forestuaez AOD-AiAreltl Opeabom Orsidq MUA10 Mu11p10 Ux Agd-ft l ASD-ANetun Support D,etml 0mc Open Spero &ComerveWn ASDRA--- SWpd Dletmt Re.erve Are. -:Ri Rurel n"t' ARID-Ar—Roleted 1-6.1 —t RC Rural Commercial ARIDRA-AWelron Rolatetl lnduXnal Datrrt Rex N,"%9 RRto R-1 Road -W EFU SM S.—MDre EFUHR -H—Ridge Subzone SMURA Sudaco morin m EFULA- L. Pine Subzom UARto- U -n Area N.— Acre Minimum EFULB- L.., Bddge Subzom -; SR Re.Mentel35 Acre Minimum EFUSC-Si.terelCloveNeto Subzom Map 20 of 35 V V 0 0.25 0.5 1 1.5 Miles May 2, 2017 coam.cts evm�ryR�wx i e�a ohm x,�,. rwefrnana .M<.rz.. ro, �agrau�a. ec.om,.nrp �.apMun. Flood Plain Overlay Zone Legend IMex EFUTE - Terrebonro Subzone EFUTRB-Tu—Redmo--Subzono S � lUnircoryoreletl Commundy - Fbod Ple n Ovedey Zone F1 F eat Use 1 Counryzoning isi Fz F.eat uaez 6 Wd AOD-AiR dopa —- MUA10-Muldple Use AgnouXu.1 ASD-AW.tbn Suppod Di—t OSSC-Open Space BCore.rvelion AS ---Support D.—Reserve Area '.: RI - Rural W,— nduaOielARID-Am—Relatedl—tn.l AR D —m— R.t.- —tnIIDMmt RC-R-1Commertiel ARIDRA-AvaWn Re—lMoabiel Drebiot R-1. Are.} RR1g-Rural Reald-W EFUAL --Su— -Subzo,reEFUHR-Hone ,,U R-H-Ridge Subzane smum � S.— Mining URA EFULA-Le Pine Subzane " UAR10-Urban Me.Resene-10A—Minimum EFULB-Lo— Bndge Sub— EFUSC-SielerelClo�eNele Subzoro SR 25-Reaid.-I 25 A—M'nimum Map 21 of 35 V V 0 0.25 0.5 1 1.5 Miles May 2, 2017 ES Lend Flood Plain Overlay Zone �IMox EFUTE - Teoebon,re Subxone •. ^.i U---dCommunity EFUTRB-Tum.loRetlmorMlBeM sub— F— p- o-Iley Zo,re Ft - Forest U.e 1 C my Zoning 7F2Fo—Uses -. A00 Ai-dOp---- Mt1A10 Mullplo Use Agn-ft—I ,-A .—Su- --t OMC-OpenSpewBC.—.— AN.- Suppod District R. ,.Are. .,.-,' RI Rum-lndwtriel ARID -Av—R.Ieled 1-4.1 D—t RC- Ruml Commertal ARIDRA-Av nR.I.IedI—n.l--R..o A RR1n Rumi R.sd.eb.l EFUAL-AI—S.-- SM-s—Mining EFUHR- Hone Ridge Subxon. SMURA- Su— Miming URA EFULA- L. Pi. Sub,,. -:- UA--V--.R.., -10 A— Minimum EFULB-Lo., Bddg subxow ,. SR 2.6- R.ske-2.5 Acre Minimum EFUSC-Sis—cl—.1. Submne Map 22 of 35 V V 0 0.25 0.5 1 1,5 Miles May 2, 2017 Le L n dd Flood Plain Overlay Zone EFUTE - Tertebonre Subzofre Uniroorporeted Community EFUTRe.Tumelo03edmoMlBeM Subzone VMax AF"PmnOvadey— F F lUsat County zOni-ng -'F F e U-2 AOD-Ai-dOpas .Diatnd MUA10 MuRiple Use ABncu I ASO-Avi—Support Di— OS&C- Open Space 6 Co--nASDRA-Aviation SipPun DieVel Reserve Area„. RI-Rurellntlus0iel ARID —t— -- I-- D-1 RC ft ICamme�cal ARIDRA AvieOon Related IMusme Detrol R servo Aree ;, RR 0 -ftuml ResidenVel EFUAL Nlelre Subxom SM-Surtece Mining EFUHR-Horee Ridge S.W.-SMURA- S.—Mining URA IF” LA -Le Pine S""" 0AR10- U—Area Reserve- tOAcm Minimum EFULB- L.., Bridge Sub— SR 2.5-Resldentel-11 Minimum EFUSC-SislerslClo�eNele Subzono Map 23 of 35 V V 0 0.25 0.5 1 1.5 iiiiiRMiies May 2, 2017 co�M.o s p�eMvt�aM`�lareu tw wM1u eaompal��%m.n. Map 23 of 35 V V 0 0.25 0.5 1 1.5 iiiiiRMiies May 2, 2017 co�M.o s p�eMvt�aM`�lareu tw wM1u eaompal��%m.n. L6g-d Flood Plain Overlay Zone �tMex EFUTE - Tenebanne Subzane y�AUnincoryoreletl Community EFUTRB-TumelWRedmoMlSOM Subxo,w 'It F— plmn Oveday Zone Ft -forest Use f COBR1y ZORiRg F2 Foreet Use2 AOD-AiR Id Op.t--tdd MUAtO- Multple Um A96—.1 ASD ANetwn Support Dt—t OSSC Open space B Comervabon ASORA-Artetion Suppod D'abict Reserve Aree Rurellnduetrm ARID-Avielgn Related lMwldel D'etrict _.-.RI .0 - R—Commercial ARIDRA-Avmtion RelatedlMustnel Dm—R.. A '.',4 RR10 R-Restlential EFUAL-AIN1%Subza,w Surtaw Mineg EFUHR- Horea Ridge Subzone SMUM- Sudece Mini, URA EFULA- Le pi,w Subxone UAR1D- U— A. Resorve -10 Acm Minimum EFULB-Loxer Bldg $ubzarm -: SR 2.5 Reskantwl 2.6Acw Minimum EFUSC - SiaterelCloveNele Sub— Map 24 of 35 V V 0 0.25 0.5 1 1.5 Miles May 2, 2017 amaeaan0eaanvlea Co��a Oia rau�a�y mspom deh7 aeimx.om'aabre. orpssreleaweary nun aigtel �G wm � ^w�a're 1M "otne Nwxver. roer<nnn am w.Ixepyeea,M. ay.xw ��. ��me� A'Phi re��izl �ae�rc. or pswrW wwrary�n5u e�avd 5 w�� M��a myons: rre.m m..e�mnH.�mre r�wmm.-.ern.,grk rtlydmerd:vem MorrvrtaallW re�r W�pu�w.e mm ti+pM.n Flood Plain Overlay Zone Legend Subzon. y: UnircoNoretetl Community EDTRB-Tum.IWfteCmoM BeM subzure I, Map 25 of 35 Food -m Overly Zone F FI-1County Zoning F2 F Um2 AOD At -d OpebS D'ebie MUA0.."iplo Um ASb-. ASD-Avt.tion Sopporl District OSBC-Open Spam BCoreervepon ASDRA Am— s.,,t —.1 I.—Ar.. RI R— IE BielARID-AvmtronRel.ld —n.1DmU t RCnu" IC m W ARIDPA Avrotron Re�et.tl lMusWel prstrctR A e„ 0 ftuml Res tlenliel EFUAt-Alklk Subzorre �: SM-Surl.m Mining EFUHR H.—Rtlpe SO—, $MURA-Sorl..e MinigURA 0 0.25 0.5 1 1.5 ... I-L.P—So.- UAR10-U—Are.Remrve 10A—Minimum Miles EFULB Lover Bntlpe S.bzom EFUSC S'.temlClo —e Sobzorre ;. SR 2.5-ResN.nli.1-Acre-imum May 2, 2017 ��me� A'Phi re��izl �ae�rc. or pswrW wwrary�n5u e�avd 5 w�� M��a myons: rre.m m..e�mnH.�mre r�wmm.-.ern.,grk rtlydmerd:vem MorrvrtaallW re�r W�pu�w.e mm ti+pM.n Legend Flood Plain Overlay Zone �IMea EFUTE � Tertebonrw Subzone UninwmomteC Comm-Ity EFUTRB-TunmlolRedrtroM/BOM Subzorre F— Plein Overlay &. F1 - Form Use t C unty Zoning F2 Foreal Use2 -.AOD-AK.WOp—..-bicl MUA10 MUNpIO Use AgncuXuml ASD ---. SUppOn Di—t OSBC OpenSpecsBCowarv— ASDRA- Aviation Suppotl Distract Reservo Area RI -Rural lntlwlr®I ARID -Aviation Ralatotl lMwinei Douai RC Rural Commercial ARIDRq gvgtwn RemlM lMualriel DnlMt Rene Ar "": RR Rum Rw tlenliai EFUAL-Alkna Subzarw SM -Surface Mining EFUHR - Home Ridg Subzone SMU"- SurlacO Mining URA _LA Piw Subzone UAR10-Urban Area Reaene-10—Minimum LL .L.-Loxer Sritlge Subzone ':"'SR t.S- Re W—tiel 2.5Acre Mm... EFUSC�SiaterelCloseNelo Subzone Map 26 of 35 V V 0 0.25 0.5 1 1.5 Miles May 2, 2017 E LM Flood Plain Overlay Zone Legend IMex EFUTE - Tertebonne Subzofre community EFUTRB-TumelolRotlmoM/BeM subzore �"Uniiworporelea Fbotl Plein Overlay Zane F1- Forosl Use 1 County Zoning ;: ; rz F eatuaez ,,,.'.. AOD AK.1 Opae6ona D'stncl MUA Multiple Uae Agncutlurel ASD-AWetion SuppaH Diatrict OSBC- Open Spa.BComerva5on ASDRA Anetion Sip Di.—ResenoA RI R Incl ARID —..Related ..— -W RC ft C mmer I ARIDRA Avis— Related lntluCne D'—ReserA e„ RR10-Karel RasitleMiel EFUAL-Alfalk Subzona SM -Sangre Miniig EFUHR-Hone Ridge Subzana SMURA�Surlace Minirg URA EFULA-Le Pine Subzorw UAR10-Ulben Aree Reurve-tOAcm Minimum SR 2.5-Resitle W2.1 Acre Minimum EFULB- Loxer Bridge Subzore EFUSC - siateN01-1. Sub— Map 27 of 35 6 0 0.25 0.5 Miles May 2, 2017 .Ne urea a��e<Cw�A'as Ana Tloeeme omR�. rimp'ed. vc eeMM ��rt �<ixyal merenvnee�oranesa wr�e � Yr�p�rp?reuE- oe�gvN�g�av pmun T.21 R.16 1:1 Legend Flood Plain Overlay Zone �IMax EFUTE-Temebonno Subzore S l iUnifworporetetl Community EFUTRB- Tuerelolfie0moMIBeM S -- Phi, 0—y Ft Forest U.1 County Zoning F F4 Foreet Use2 AOD-' Ai? IB Op ons Diptn. ..I.Multple Use ASncullurel ASD-ANalb Sppmt Ds— OS&C Open Space&CorroerveMn ASDRA-AW—Syipon Dim—Reserve Area RI - RumllnEusbiel ARID --tion RoleteB IMustnal Detract �. � RC- R-1Cammemiel ARIDRA-Avietbn Rolet—u&nal Dm—Reserve Area ,S%' RR10-Rural Residential EFUAE-Altana Subxone SM -Surface Mining EFUHR- Horse Rho, Subxone SMUnA-SUNece Mining URA EFULA - Le Pure Sub— - —10- UNen Noor Reserve -1O Acre Mi—ti. EFULB- Lower B., Sub- ubxoneUSC-SistarslClovaNala - - Su— Map 28 of 35 V V 0 0.25 0.5 1 1,5 mm=dM!Ies May 2, 2017 0 of 'PO T.21 R.17 L d Flood Plain Overlay Zone egen RIMex EFUTE-'ZZIn'R Submrre %U—Community EFUTRB-TumelWRedmsMlBeM Subzone F—Plein Oveney— Ft F:— U-1 COYnty Zoning Fz Forestusez AOD -AH IdOpemtiore Dislnd MUA10- Multiple Uss Agnc—I ASD-AW—Supped Disinct OSSC-Open Spare SCorvse-- ABDRA-AW —Sw nDialwIR--Ame i Rl-RU,el lnduslnel ARID Aw.—Releledlndus—D'—t RC R—Comore, I AR..-.Iw4 nRebtetl lMuslnal D'ehktR A -7.` nn 0-Ru,alResMemiel EFUAL-Alktta S0— SM - S.—mmir EFUHR-Horse Ridge SU—ne BMURA-Su..Minirg URA EFULA-Le Pine Sub— : UAR10-U- Aree Reserve-10A—Minimum '. EFULB-L.—Badge Sub— '. SR 2.5- R-1--A—Minimum EFUSC- smlers,Dlo ebele Sub.. Map 29 of 35 0 0.25 0.5 1 1.5 Miles May 2, 2017 Legend Flood Plain Overlay Zone �IMax EFUTE - Tertebonm Subzone wUnincorp —d Community EFUTRB- TumeldRetlmoMlBaM Subzone Fbod Plein o—, Zom F1 . Forest Use 1 COIF fy ZOBiRg F2 Forest Uae2 AOD-Ai-dOp— .—d MUA10 MWDple Uee ftd-uml ASD -_—Support D,etrct OSBC - Open Spece B CDre—n ASDRA---n Sip Dt—t R.,. Area _ RI R—lndua 1 ARID—A .n Related lrxlUatdel Dolrkt RC R—Co.—I ARIDRA.Avmtion Rektad lMuatnel DOlrrt Rene A £ z RR10 Ruml Restlentiel EFUAL �Alfelle Subzom SM SURem Miri,g EFUHR- Horse Ridge Subzone -um , Sadat. Mining URA EFULA- Le Piiw SubxD,re UARID - U— A. Reserve -1D Acre Minimum EFULB-Lower Bfldge Subzaire EFUSC-SialeeNCloyeMele Subxore _,....:.- SR 23 Reeitlonbel-A— M'nimum Map 30 of 35 V V 0 0.25 0.5 1 1.5 Miles May 2, 2017 ea.eoeua mep.,u ap co�ryeol5 q�eiy rzrpow:ury br �� ca rq rtMHR rcw�da nen az�ewivnm emiweuo.MpRu �ew.eg,m Hummel. roefue[ono vry orOreee bR squat«M�rvmw.xromwN�retna P'euut. I Z x W 0 M Flood Plain Overlay Zone Legend �IMox EFUTE . Terzobanre Subxono S• UnizorypmtedCammuniry EFUTRB-TumelolRedmorMlBeMSubzone Map 31 of 35 •fbotl Plan Ovodey Zom F F sl Use 1 Coe my ZORIn9 F2 FlUse2 AOD-At( Id Op—.D;slnd MUA MUllipk Um A9ncuduml ASD- Aaiagon SuppaM1D;eVict OSB.- Open Space B Coreervebon A' lncl D aReae S AD - RI R W.— IV R — efetl lMustnal D-11 ID A 1 1 ARR- RC R IC mescal ARIDRAAvation Realetl lMualnal D9lriclR servo Arae �,,. RRtO-0.um1 ReakeMiel V 'FU AL -Alala Subzona SM - SUAeco mmiN 0 0.25 0.$ 1 1.5 EFUHR Horee Rage S--SMURA-Surface moig URA Miles EFULA-Le P.. S--'. UAR10- Urban Arae Reaerva - t. Acre Minimum EFULB Loxer Badge Svbzoire :SR25-Reai-.-1. M'nmum May Z, 2017 EFUSC-SisteNClovaNele Subzo�w moan umm .sbmeaon lxuveaco.reyeG s wm��gKKM rtspona�ryT ee�mrt.or saws. o.poamn ami.q-nuv 9e MSR manM Wert ertroramxes. m �mpNs. ircWxre�M wnydmeMenearry oernreaa lose pvzmm�u�z�cw na prmw OAS JACKPINE 0 Z. Z- h� O O. U•. ¢ J �.i MIL NALN RGS�NOj EE E Q /► ` RGREENLN City Ofd ,0& LaRine a� T's T ASSEM9LVfiWgY REED RD r BOu.µxS.Ri,a DILLONyWAY I 5T WILLIAMRD 3 z—FINL�EY BUT:TERRDD7�' z Legend Flood Plain Overlay Zone IMex EFUTE . Tenabonre Subxone „DnireepoaedDa n ry EFDTRR Tumeloeadm.nd,naMSubzaw Map 32 35 Fwd 1I. Plenov .Yzpm Ft Fareal Usal of County Zoning :: F2 Fore. Uu AOD-Aidceld Op.rebore D -d MUA10 Multiple Um AgncuXu.l ASD -AN In Suppad D.— — 0Po Spam. CD --.n ASDRA-Aration Sippon Diatrcl Reserve A. RI- Rure Ind: ,W ARID -Ara ReI. IMus—Drelncl RC Rure Co..a ARIDAA-Avalwn ReRlatl l�MueMel Orelrwt Rem A i RR10 Rure Rea Ce W ,FU AL Sub— V V -AM EFUHR - Ha Rdg. Subxone SM-S.—Minirg S.u.-SUMece Miniig URA 0 0.25 0.5 1 1.5 EFULA-L. Pine Sub— "UAR10-U-n Are. R...-10 Acre Minimum Miles EFULn- Lower eddge Subzona SR 2.5- Rmkenti.l25 Acre Minimum EFUSC - SislerslClovaNele Subzore May 2, 2017 w z a 0 Cau.yec is no.K.er. me.ancno eMorrnroaaa� �awWapuryan. aao � UMuc1. Flood Plain Overlay Zone Legend :::Unincorporated Community Map 33 of 35 Flood Plain Overlay Zone Terrebonne Zoning WTEC - Commercial n TER- Residential V V re q amu, TER5 - Residential 5 Ac. Minimum ° 250 500 °°° 500 Feet TECR - Commercial / Residential May 2, 2017 Legend Flood Plain Overlay Zone ;:.-Unincorporated Community Map 34 of 35 Flood Plain Overlay Zone Tumalo Zoning / on TUC - Commercial TUR - Residential TUR5 - Residential 5 Acre Minimum �I V yro Wp dia �wu TURE - Research & Development ° 300 e°° 1 ,200 1,800 Feet TUI - Industrial May 2, 2017 p w HIGH'�O 111I ,ELDER LN T F p Wi w HIGHLAND. RD ♦♦ 1 ' N' Y • yOA � PINEHURST RD— 2, ♦+. PO (w,D' ��.. ♦ P.UTNAM LN a ♦+0 a� •+ ER LN a `I ♦� ff, if ♦ A� ♦ • 2ND'ST — _ Tumaloi �o� +• • UI y tt� ? 0 O 3RD -ST O 4TH�ST PGy !Z WINSTONICT O +�� m 5TH S7 WINSTON.LOOP w U o H p � m � Q 2 7TH ST'S' PINE.— rw—FIR LN 8TH S7:Q w ELM.LN i r w � JUNIPER�I:N CEDAR-L;N Sj r �O% O' ❑ BIRCH LN �0 > w ¢ } •( ALDERLN� Ea ,p0 rc ■ F< -DORADO - -TRL O Y _ J p - / • ♦ • ♦ a BAILEY(RD SCHIBEL,� O Legend Flood Plain Overlay Zone ;:.-Unincorporated Community Map 34 of 35 Flood Plain Overlay Zone Tumalo Zoning / on TUC - Commercial TUR - Residential TUR5 - Residential 5 Acre Minimum �I V yro Wp dia �wu TURE - Research & Development ° 300 e°° 1 ,200 1,800 Feet TUI - Industrial May 2, 2017 Legend ryylnincorporaled Community Flood Plain Overlay Zone Sunriver Zoning SUA - Sunriver Airport SUC Sunriver Busn.ae Park SUC Sunr ver Commercal ' SUC. Sunrwer Commun ly General SUCL SunriverCommun ty L m led SUCN - Sunriver Community Neighborhood SUCR - Sunriver Community Recrealion r S U F - Sunriver Forest SURM - Sunriver Multiple Family Residential SUR - Sunriver Reserl SURE - Sunriver Resort Equestrian SURG - Sunriver Resort Gan Course SUR A-Sunriver Resort Marina SURN - Sunriver Resort Nature Center SURS - Sunni— Single Family Residential <SUU - Sunriver Utility unci Flood Plain Overlay Zone Map 35 of 35 V V 0 550 1,100 2,200 3,300 Feet May 2, 2017 N Chapter 23.01 COMPREHENSIVE PLAN 23.01.010. Introduction. A. The Deschutes County Comprehensive Plan, adopted by the Board in Ordinance 2011-003 and found on the Deschutes County Community Development Department website, is incorporated by reference herein. B. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2011-027, are incorporated by reference herein. C. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2012-005, are incorporated by reference herein. D. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2012-012, are incorporated by reference herein. E. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2012-016, are incorporated by reference herein. F. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2013-002, are incorporated by reference herein. G. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2013-009, are incorporated by reference herein. H. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2013-012, are incorporated by reference herein. I. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2013-007, are incorporated by reference herein. J. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2014-005, are incorporated by reference herein. K. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2014-006, are incorporated by reference herein. L. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2014-012, are incorporated by reference herein. M. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2014-021, are incorporated by reference herein. N. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2014-027, are incorporated by reference herein. O. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2015-021, are incorporated by reference herein. P. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2015-029, are incorporated by reference herein. Q. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2015-018, are incorporated by reference herein. R. The Deschutes County Comprehensive Plan amendments, adopted by the Board in Ordinance 2015-010, are incorporated by reference herein. S. The Deschutes County CoMrehensive Plan amendments adopted by the Board in Ordinance 2017-004, are incorporated by reference herein (Ord. 2017-004 §2 20170rd. 2015-010 §1, 2015; Ord. 2015-018 § 1, 2015; Ord. 2015-029 § 1, 2015; Ord. 2015-021 § 1, 2015; Ord. 2014-027 § 1, 2014; Ord. 2014-021 §1, 2014; Ord. 2014-12 §1, 2014; Ord. 2014-006 §2, 2014; Ord. 2014-005 §2, 2014; Ord. 2013-012 §2, 2013; Ord. 2013-009 §2, 2013; Ord. 2013-007 §1, 2013; Ord. 2013-002 §1, 2013; Ord. 2013-001 §1, 2013; Ord. 2012-016 §1, 2012; PAGE 1 OF 1 EXHIBIT "B" TO ORDINANCE 2017-004 Ord. 2012-013 §1, 2012; Ord. 2012-005 §1, 2012; Ord. 2011-027 §1 through 12, 2011; Ord. 2011- 017 repealed; Ord.2011-003 §3, 2011) Click here to be directed to the Comprehensive Plan (http://www.deschutes.org/compplan) PAGE 1 OF 1 EXHIBIT "B" TO ORDINANCE 2017-004 SCct'ovL 2.57 Water R,eesokroes Riparian Areas Riparian areas are areas adjacent to rivers, streams, lakes or ponds where there is vegetation that requires free or unbound water or conditions that are more moist than normal. Riparian areas form an interconnected system within a watershed. At the water's edge they define the transition zone between aquatic and terrestrial systems. Riparian areas often contain a diversity of vegetation not found in upland areas. Riparian areas are limited in Deschutes County and are important habitats for both fish and wildlife. The Deschutes County Comprehensive Plan, adopted in 1979 and revised, mapped riparian areas along the following rivers and streams. Table 2.5.5 - Riparian Acreage in Deschutes County Streams Riparian Acres Deschutes River 1,440 Little Deschutes River 2,920 Paulina Creek 846 Indian Ford Creek 573 Tumalo Creek 50'` Whychus Creek 47 Fall River 43 Crooked River 38 TOTAL 5,966 Significant riparian habitat is located in one or more of the following three areas: ■ The area within 100 feet of the ordinary high water mark of an inventoried river or stream. The 100 foot wide area may contain both riparian vegetation and upland vegetation. ■ Wetlands and flood plain are also frequently within 100 feet of a stream or river. In some cases the riparian vegetation may extend beyond 100 feet from the ordinary high water mark if it is a designated wetland or flood plain. ■ The area adjacent to an inventoried river or stream and located within a flood plain mapped by the Federal Emergency Management Agency and zoned Flood Plain Combining by the County. The flood plain may extend beyond 100 feet from the ordinary high water mark of the stream and may contain wetland. The County has not conducted an inventory of riparian areas adjacent to lakes and ponds on private land. However, many of these areas are included in National Wetland Inventory Maps and are subject to County, State and/or Federal wetland fill and removal regulations. Riparian areas adjacent to the many lakes on federal lands are managed and protected under federal land and resource management plans and are not included in the County inventory. DESCHUTES COUNTY COMPREHENSIVE PLAN -201 CHAPTER 2 RESOURCE MANAGEMENT REFERENCES EXHIBIT "C" TO ORDINANCE 2017-004 Floodplains Federal Emergency Management Agency Maps The Federal Emergency Management Agency (FEMA) maps flood -plains adjacent to the following rivers and streams in Deschutes County. The floodplain along these rivers and streams is recognized in a Flood Plain Combining zone by the County. Table 2.5.6 - Floodplains Adjacent to Rivers and Streams • Deschutes River Long Prairie • Little Deschutes River • Dry River • Whychus Creek Spring River • Crooked River 0 Indian Ford Creek' • Paulina Creek Source: Deschutes County GIS Floodplains are defined as the lowland and relatively flat areas adjoining inland waters including at a minimum, that area subject to a one percent ;(I00 -year recurrence) or greater chance of flooding in any one year. Generally, river flooding along the Deschutes River has not historically been a serious problem in Deschutes County. This is due to the porous nature of the local geology, irrigation diversion canals and reservoir retention. Studies completed by the U.S. Army Corp of Engineers have resulted in designating a 100 year flood -plain for the Little Deschutes River and Whychus Creek. Regular flooding events have occurred near the headwaters of Tumalo Creek and in the Tumalo community. Along Whychus Creek, the city of Sisters frequently experiences flooding, with the most significant event occurring in 1964 (see also Section 3.5). areas by provisions cleslgnea: (1) To protect human life and health; (2) To minimize expenditure of public money and costly flood control projects; (3) To minimize the need for rescue and relief efforts associated with flooding and generally undertaken at the expense of the general public; (4) To minimize_ prolonged business interruptions; (5) To minimize damage to public facilities and utilities such as water and gas mains, electric, telephone and sewer lines streets and bridges located in areas of special flood hazard; (6) To help maintain a stable tax base by providing for the sound use and development of areas of special flood hazard so as to minimize future flood blight areas; (7) To ensure that potential buyers are notified that property is in an area of special flood hazard; and, (8) To ensure that those who occupy the areas of special flood hazard assume responsibility for their actions. DESCHUTES COUNTY COMPREHENSIVE PLAN — 2011 CHAPTER 2 RESOURCE MANAGEMENT REFERENCES EXHIBIT "C" TO ORDINANCE 2017-004 Land Use Designations and Inventory Deschutes County Comprehensive Plan designations identify general land uses for Tumalo and provide the legal framework for establishing zoning districts. Zoning regulates land uses that are allowed in each respective district. Table 4 lists Tumalo comprehensive plan designations and corresponding zoning districts. Table 5 summarizes existing property inventories within those zoning districts. Tumalo Comprehensive Plan designations are then described in greater detail. Table 4 - Tumalo Land Use Designations Comprehensive Plan Designations Zoning Districts Commercial (TUC) Commercial District (TUC) leedpiafn (FR}leedpli TUC Industrial (TUI) Industrial District (TUI) Research and Development (TURE) Research and Development District (TURE) Residential (TUR) Residential District (TUR) Residential 5 Acre Minimum (TUR5) Residential Five Acre Minimum District (TUR5) Table 5 - Tumalo Land Use Inventory * Zone Residential Units Commercial / Industrial Developments Undevelope_d__Total Parcels Number of Parcels TUC 28 17 57 102 TUR 93 0 37 127 TUR5 75 0 27 99' TURE 0 2 I 3 TUI 0 2 1 3 Total ` 196 21 123 334' * Assessor's Data 2009 Commercial (TUC). A "Commercial" designation allows a range of limited commercial and industrial uses to serve Tumalo and the surrounding area. In general, the designation extends north from the intersection of Cook Avenue and U.S. 20 to 3" Street between Wood and Wharton Avenues. Commercial lands also comprise an area west of U.S. 20 between 5th and 8th Streets. This designation was originally intended to accommodate a mixture of small-scale commercial and limited industrial uses. The core commercial area initially encompassed lands adjacent to TUMALO COMMUNITY PLAN - 2010 TO 2030 EXHIBIT "D" TO ORDINANCE 2017-004 Cook Avenue, north of U.S. 20. The designation was ultimately expanded between Cook and Wharton Avenues that extends south to U.S. 20. This area includes the "Tumalo Mall," an existing commercial and retail complex. The use of this building received authorization as a nonconforming use in 1986 and site plan alterations in 1987 and 1988. These land use actions brought the uses into compliance with the commercial zone. Industrial (TUI). An "Industrial" designation allows a limited range of industrial uses to serve Tumalo and the surrounding area. The designation recognizes nonconforming industrial uses and properties suitable for limited amounts of additional industrial development. This designation is concentrated around the Knife River operation that fronts O.B. Riley Road and U.S. 20. Research and Development (TUBE). A "Research and Development" designation allows research and development facilities requiring a more rural, non -industrial location to be site in Tumalo. This designation contains two parcels in one ownership located on the southeast slope of Laidlaw Butte. It was originally created to accommodate a research and development site and associated uses predating Deschutes County's 1979 zoning ordinance. Residential (TUR). A "Residential" designation allows a mixture of housing types and densities suited to the level of available water and wastewater facilities. The purpose of this district is to allow new residential development that is compatible with the rural character of the area. Originally, the residential district boundary coincided with the boundary of the old Laidlaw Plat including the Deschutes River Homesites plats between Riverview Avenue and the Deschutes River. Today, it also includes the area surrounding the Knife River aggregate site south of U.S. 20. Residential 5 -Acre (TUR -5). A "Residential 5 Acre Minimum" designation retains large rural residential lots. The lands designated Residential -5 acre minimum include the larger parcels east of the Deschutes River and the west slope of Laidlaw Butte. The "Flood Plain Combining Zone" provides additional regulations to promote the public health safes and general welfare and to minimize public and private losses due to flood conditions in specific areas by provisions. Refer to Section 2.5 of the Comprehensive Plan for more details. TUMALO COMMUNITY PLAN - 2010 TO 2030 EXHIBIT "D" TO ORDINANCE 2017-004 POUOU Topitcs Land Use Designations Land Use is governed by 19 Statewide Planning Goals, but particularly Goal 2, Land Use Planning. Refer to the Deschutes County Comprehensive Plan Section 1.3 for further details. Deschutes County Comprehensive Plan designations identify general land uses and provide a legal framework for establishing zoning districts. Zoning regulates land uses that are allowed in each respective district with development standards. Table ` 4 lists the predominant comprehensive plan designations and corresponding zoning districts for South County. Table 5 shows the acreage associated with the districts. Table 4 - South County Area Land Use Designations Comprehensive Plan Designations Zoning Districts Agricultural Exclusive Farm Use Zone Destination Resort Destination Resort Overlay Zone Forest €leedplainzene Forest Use I & 2 Zone Open Space and Conservation Open Space and Conservation Zone Rural Commercial Rural Commercial Zone Rural Residential Exception Area Rural Residential 10 Zone Surface Mining Surface Mining Zone, Impact Combining Zone Unincorporated Community; Unincorporated Community''- Rural Service Center Other Relevant Districts Landscape Management Combining Zone Wildlife Area Combining Zone Flood Plain Combining Zone` NEWBERRY COUNTRY: A PLAN FOR SOUTHERN DESCHUTESCOUNTY EXHIBIT "E" TO ORDINANCE 2017.004 Table 5 - South County Zoning District & Associated Acreages Zoning Districts' ' Acres 2 ' Percent 3,` Exclusive Farm Use La Pine 1 5,706 3% Forest 1 135,827 76% Forest 2 4,392 2% Open Space and Conservation 8,979 5% Rural Residential 10 17,596 10% Other (Unincorporated Community, Surface Mining, Rural Commercial) 149 0% Total 177,623 100% Overlay and Combining Zones Wildlife Combining 99,655 56% Destination Resort Overlay 2,000 1 % Landscape Management Combining 8,274 5% Flood Plain Combinina 4 974 3% Zoning districts, combining and overlay zones exclude Sunriver and La Pine 2 Acres include roads, right -of way, lakes, rivers 3 Rounding may not add to 100% Described below in greater detail are South Deschutes County's Comprehensive Plan designations. i ik yo q� An "Agricultural Lands" designation and EFU zone protects farmlands in Deschutes County pursuant to Statewide Planning Goal 3 (Agricultural Lands). As discussed in the Agricultural Lands Section of the Comprehensive Plan, protecting agriculture is one of the primary goals of the Oregon land use system. A 1992 study identified seven agricultural subzones. For each subzone, standards determine minimum parcel sizes for farm divisions to protect the commercial agricultural land base. The subzone applicable to south Deschutes County is EFU - La Pine (EFULP). Its specifically noted for riparian meadows, grazing and meadow hay. The minimum acreage for this subzone is 37 irrigated acres. Refer to Section 2.2 of the Agricultural Lands section of the Comprehensive Plan for more details. Statewide Planning Goal 8, the recreation goal, was amended in 1989 to specify a process for locating destination resorts on rural land without taking an exception to Goals 3, 4, 11 r and 14. This was followed by legislation incorporating Goal 8 into Oregon's land use statutes. By these actions, the State of Oregon recognized destination resorts as a legitimate rural land use. In order to allow destination resorts, Goal 8 requires that Deschutes County adopt a "Destination Resort" map NEWBERRY COUNTRY: A PLAN FOR SOUTHERN DESCHUTES COUNTY EXHIBIT "E" TO ORDINANCE 2017-004 showing which lands are eligible for destination resort development. Although a property is mapped as eligible for a destination resort, a destination resort may not be permitted outright in that location. In order to be approved, a proposal for a resort must be processed as a conditional use and comply with the specific standards and criteria established by the county. In 2010, the Board of County Commissioners adopted new criteria and procedures for updating its Destination Resort Maps. One year later the Board officially updated them. In south Deschutes County, 573 properties, encompassing 2,000 acres are designated as eligible for siting a destination resort. Refer to Section 3.9 of the Comprehensive Plan for more details. Maintaining strong protections for forest land is another primary goal of the Oregon land use planning system. Statewide Planning Goal 4 sets forest identification and protection standards which must be met by local governments. The Goal requires forests to be designated on a comprehensive plan as "Forest Lands" and protected primarily for the growing and harvesting of trees. The key concept is local governments must inventory forest lands and protect them through local regulations. In 1992, as part of State mandated Periodic Review, Deschutes County revised its forest designations and associated regulations to two (F -I and F-2). As shown in Table 5, the vast majority of lands in South County are zoned for forest uses. Refer to the Section 2.3 of the Comprehensive Plan for more details. NEWBERRY COUNTRY: A PLAN FOR SOUTHERN DESCHUTES COUNTY EXHIBIT "E" TO ORDINANCE 2017-004 An "Oben Space and Conservation" designation protects views either through the Landscape Management Combining Zone or Open Space and Conservation Zone. Open spaces are generally undeveloped areas that are being maintained for some other purpose, such as parks, forests or wildlife habitat. Besides the value that stems from the primary use of the land, open spaces provide aesthetically pleasing undeveloped landscapes. Because these areas are undeveloped they also provide additional benefits such as water recharge and safety zones from natural hazards like flooding. Refer to Section 2.7 of the Comprehensive Plan for more details. The majority of private land in South County is designated "Rural Residential Exception Area." Rural Residential Exception Areas and corresponding Rural Residential (RR -10) zone are so named because the County had to follow a process under Statewide Goals 2, 3 or 4 to explain why these rural lands were excepted from State farm or forest designations. The minimum lot size for new subdivisions in the RR -10 zoning district is ten acres. Refer to Section 3.3 of the Comprehensive Plan for more details. Besides the above designations there are other Comprehensive Plan and Zoning Districts relevant to south: Deschutes County. "Unincorporated Communities" include "Rural Service Centers." pre-existing areas of minor commercial and residential development. The "Surface Mining" designation provides regulations for non-renewable resources, such as pumice, cinders, building stone, sand, gravel and crushed rock. The "Rural Commercial' designation refers to areas of pre-existing commercial development that do not meet the standards for Rural Service Centers. Refer to the Sections 2.10, 3.4, and 4.8, of the Comprehensive Plan for more details. There are also a number of overlay or combining zones. The "Wildlife Combining Zone" provides additional regulations to protect deer migration corridors and elk habitat. Limits are placed on fencing, building location, and new subdivisions. The "Landscape Management Combining Zone" provides additional regulations to protect viewsheds from development along rivers and certain roads. Refer to Sections 2.6, 2.7, and 3.9, of the Comprehensive Plan for more details. The "Flood Plain Combining Zone" provides additional regulati� ons to promote the public health safety, and general welfare and to minimize public and private losses due to flood conditions in specific areas by provisions. Refer to Section 2.5 of the Comprehensive Plan for more details. NEWBERRY COUNTRY: A PLAN FOR SOUTHERN DESCHUTES COUNTY EXHIBIT "E" TO ORDINANCE 2017-004 l� Appendix 5.4 - Zoning , . Klamath County Legend Zoning Designations Exhibit "F" —+— Railroad t. a ® Slate Highway F1 - Forest Use 1 f d F2 For Use 2 " Unincorporated Community " OS&C - Open Space 8 Conservation L.—I La Pine City Limit RR10- Rural Residential 10 Acre Minimum SM - Surface Mining 9 r` �f Masten Rd 97 i Klamath County Legend Zoning Designations Exhibit "F" —+— Railroad _.._,,; EFU-La Pine Subzone Ord. 2017-004 ® Slate Highway F1 - Forest Use 1 Rivers &Lakes, F2 For Use 2 " Unincorporated Community " OS&C - Open Space 8 Conservation L.—I La Pine City Limit RR10- Rural Residential 10 Acre Minimum SM - Surface Mining Newberry Country DISCLAIMER: Tho information on M'a map was dan— hem dgi�al daUba,e, on Doachut„ County', G.I.S. Care xes taken 1. the creation or th , map, butt is prohded'asie, N-ut.. County nnotaccaptany reap—ibilty forerrom .—Ion,or pee tior,al accuracy jn Me digital daUer th,underlyng r.—,. There aro.—Itie,, expm„ or implied, includiig th, rznty of m,rch—bility or gtne„ for a particular puryoeo, accompanying Mia product Hw.ev notidration of any,mora w,ll b, appreci-d, March 8, 2017 � statWe W- stor Background This section contains the legislative history of this Comprehensive Plan. Table 5.I 1.I Comprehensive Plan Ordinance History DESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 5 SUPPLEMENTAL SECTIONS SECTION 5.11 GOAL 5 ADOPTED ORDINANCES Exhibit "G" to Ordinance 2017-004 Ordinance Date Adopted/ Effective Chapter/Section Amendment All, except Transportation, Tumalo and Terrebonne 2011-003 8-10-1 1/ 1 1-9-1 1 Community Plans, Deschutes Junction, Comprehensive Plan update Destination Resorts and ordinances adopted in 2011 2.5, 2.6, 3.4, 3.10, 3.5, Housekeeping amendments 2011-027 10-31-1 1 / 1 1-9-1 1 4.6, 5.3, 5.8, 5.1 1, to ensure a smooth 23.40A, 23.408, transition to the updated 23.40.065, 23.01.010 Plan 23.60, 23.64 (repealed), 2012-005 8-20-12/11-19-12 3.7 (revised), Appendix Updated Transportation C (added) System Plan 2012-012 8-20-12/8-20-12 4.1, 4.2 La Pine Urban Growth Boundary Housekeeping amendments 2012-016 12-3-12/3-4-13 3.9 to Destination Resort Chapter Central Oregon Regional 2013-002 1-7-13/1-7-13 4.2 Large -lot Employment Land Need Analysis Comprehensive Plan Map Amendment, changing 2013-009 2-6-13/5-8-13 1.3 designation of certain property from Agriculture to Rural Residential Exception Area Comprehensive Plan Map Amendment, including 2013-012 5-8-13/8-6-13 23.01.010 certain property within City of Bend Urban Growth Boundary Newberry Country: A Plan 2013-007 5-29-13/8-27-13 3.10, 3.1 1 for Southern Deschutes County UESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 5 SUPPLEMENTAL SECTIONS SECTION 5.11 GOAL 5 ADOPTED ORDINANCES Exhibit "G" to Ordinance 2017-004 Ordinance Date Adopted/ Chapter/Section Amendment Effective Comprehensive Plan Map Amendment, including 2013-016 10-21-13/10-21- 23.01.010 certain property within City 13 of Sisters Urban Growth Boundary Comprehensive Plan Map Amendment, including 2014-005 2-26-14/2-26-14 23.01.010 certain property within City of Bend Urban Growth Boundary Housekeeping amendments 2014-012 4-2-14/7-1-14 3.10, 3.1 1 to Title 23. Comprehensive Plan Map Amendment, changing designation of certain property from Sunriver 2014-021 8-27-14/11-25-14 23.01.010, 5.10 Urban Unincorporated Community Forest to Sunriver Urban Unincorporated Community Utility Comprehensive Plan Map Amendment, changing 2014-027 12-15-14/3-31-15 23.01.010, 5.10 designation of certain property from Agriculture to Rural Industrial Comprehensive Plan Map Amendment, changing 2015-021 11-9-15/2-22-16 23.01.010 designation of certain property from Agriculture to Surface Mining. Comprehensive Plan Map Amendment, changing 2015-029 11-23-15/11-30- 23.01.010 designation of certain 15 property from Tumalo Residential 5 -Acre Minimum to Tumalo Industrial 2015-018 12-9-15/3-27-16 23.01.010, 2.2, 4.3 Housekeeping Amendments to Title 23. DESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 5 SUPPLEMENTAL SECTIONS SECTION 5.11 GOAL 5 ADOPTED ORDINANCES Exhibit "G" to Ordinance 2017-004 UESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 5 SUPPLEMENTAL SECTIONS SECTION 5.11 GOAL 5 ADOPTED ORDINANCES Exhibit "G" to Ordinance 2017-004 Comprehensive Plan Text 2015-010 12-2-15/12-2-15 2.6 and Map Amendment recognizing Greater Sage - Grouse Habitat Inventories Comprehensive Plan Map Amendment, changing 2016-001 12-21-15/04-5-16 23.01.010; 5.10 designation of certain property from, Agriculture to Rural Industrial (exception area) Comprehensive Plan Amendment to add an 2016-007 2-10-16/5-10-16 23.01.010; 5.10 exception to Statewide Planning Goal I I to allow sewers in unincorporated lands in Southern Deschutes County Comprehensive Plan 2016-005 11-28-16/2-16-17 23.01.010, 2.2, 3.3 Amendment recognizing non -resource lands process allowed under State law to change EFU zoning Comprehensive plan 2016-022 9-28-16/11-14-16 23.01.010, 1.3, 4.2 Amendment, including certain property within City of Bend Urban Growth Boundary Comprehensive Plan Map 2016-029 12-14- 16/12/28/16 23.01.010 Amendment, changing designation of certain property from, Agriculture to Rural Industrial Comprehensive Plan Map Amendment, removing Flood 23.01.010, 2.5, Tumalo Plain Comprehensive Plan Community Plan, Designation; Comprehensive 2017-004 11-8-17/2-8-18 Plan Amendment adding Newberry County Plan Flood Plain Combining Zone purpose statement. UESCHUTES COUNTY COMPREHENSIVE PLAN - 2011 CHAPTER 5 SUPPLEMENTAL SECTIONS SECTION 5.11 GOAL 5 ADOPTED ORDINANCES Exhibit "G" to Ordinance 2017-004 Chapter 18.04. TITLE, PURPOSE AND DEFINITIONS 18.04.030. Definitions. "Base flood" means the flood having a one percent chance of being equaled or exceeded in any given year. Also referred to as the "100 -year flood" Designation on mans always includes the letters A or V. "Below -grade crawl space" means an enclosed area below the base flood elevation in which the interior grade is not more than two feet below the lowest adjacent exterior grade and the height, measured from the interior grade of the crawlspace to the ton of the crawlspace foundation, does not exceed 4 feet at any point. "Critical facility' means a facility for which even a slight chance of flooding might be too great. Critical facilities include but are not limited to schools, nursing homes hospitals police fire and emergency response installations installations which produce use or store hazardous materials or hazardous waste. "Flood Insurance Rate Map (FIRM) is the official map on which the United States Federal Insurance Administration has delineated both the areas of special flood hazards and the risk premium zones applicable to the community. The FIRM is adopted by reference in Ordinance No. 88-031-2007-019. "Flood Insurance Study" is the official report provided by the Federal Insurance Administration that includes flood profiles, the Flood Boundary-Floodway Map, and the water surface elevation of the base flood condition of partial or complete inundation of normally dry land areas. The Study is adopted by reference in Ordinance No. 84-042007-019. discharge th t • „+side the fl ay, ;,New construction" means any structure for which the start of construction commenced on or after the effective date of Ordinance PL -15. For purposes of the Flood Plain Combining Zone (FP), "new construction" means any structure for which the start of construction commenced on or after the date of adoption of the amendments to the Flood Plain Zone in Ordinance No. 88-030. "Substantial damage" means damage of any origin- sustained by a structure whereby the cost of restoring the structure to its before damaged condition would equal or exceed 50 percent of the market value of the structure before the damage occurred. "Substantial improvement" means any repair, reconstruction or improvement of a structure, the cost of which equals or exceeds 50 percent of the true cash value of the structure either: A. Before the improvement or repair is started; or B. If the structure has been damaged and is being restored, before the damage occurred. For the purposes of this definition, substantial improvement is considered to occur when the first alteration of any wall, ceiling, floor or other structural part of the building commences, whether or not that alteration affects the external dimensions of the structure. The tenn doe The term does not however, include either: Page 1 of 2EXHIBIT "H" TO ORDINANCE 2017-004 A. Any project for improvement of a structure to comply with existing state or local health sanitary or safety code specifications which are solely necessary to assure safe livine conditions, or B. Any alteration of a structure listed on the National Register of Historic Places or a State Inventory of Historic Places. (Ord. 2017-004 82017 Ord. 2016-026§1, 2016; Ord. 2016-015§1, 2016; Ord. 2015-004 § 1, 2015; Ord. 2014-009 § 1, 2014; Ord. 2013-008 § 1, 2013; Ord. 2012-007 § 1, 2012; Ord. 2012-004 §1, 2012; Ord. 2011-009 §1, 2011; Ord. 2010-022 §1, 2010; Ord. 2010- 018 3, 2010, Ord. 2008-007 §1, 2008; Ord. 2008-015 §l, 2008; Ord. 2007-005 §1, 2007; Ord. 2007- 020 § 1, 2007; Ord. 2007-019 § 1, 2007; Ord. 2006-008 § 1, 2006; Ord. 2005- 041 § 1, 2005; Ord. Chapter 18.04 35 ( 04/2015) 2004-024 § 1, 2004; Ord. 2004-001 § 1, 2004; Ord. 2003-028 §1, 2003; Ord. 2001-048 §1, 2001; Ord. 2001-044 §2, 2001; Ord. 2001-037 §1, 2001; Ord. 2001-033 §2, 2001; Ord. 97-078 §5, 1997; Ord. 97-017 §1, 1997; Ord. 97-003 §1, 1997; Ord. 96-082 §1, 1996; Ord. 96-003 §2, 1996; Ord. 95-077 §2, 1995; Ord. 95-075 §1, 1975; Ord. 95-007 §1, 1995; Ord. 95-001 §1, 1995; Ord. 94- 053 §1, 1994; Ord. 94-041 §§2 and 3, 1994; Ord. 94-038 §3, 1994; Ord. 94-008 §§1, 2, 3, 4, 5, 6, 7 and 8, 1994; Ord. 94-001 §§1, 2, and 3, 1994; Ord. 93-043 §§1, 1 and 1B, 1993; Ord. 93- 038 §1, 1993; Ord. 93-005 §§1 and 2, 1993; Ord. 93-002 §§1, 2 and 3, 1993; Ord. 92-066 § 1, 1992; Ord. 92-065 § § 1 and 2, 1992; Ord. 92-034 § 1, 1992; Ord. 92-025 § 1, 1992; Ord. 92-004 1 and 2, 1992; Ord. 91-038 §§3 and 4, 1991; Ord. 91-020 §1, 1991; Ord. 91-005 §1, 1991; Ord. 91-002 §11, 1991; Ord. 90-014 §2, 1990; Ord. 89- 009 §2, 1989; Ord. 89-004 §1, 1989; Ord. 88- 050 §3, 1988; Ord. 88-030 §3, 1988; Ord. 88-009 §1, 1988; Ord. 87-015 §1, 1987; Ord. 86-056 2, 1986; Ord. 86-054 fl, 1986; Ord. 86-032 §1, 1986; Ord. 86-018 §1, 1986; Ord. 85-002 §2, 1985; Ord. 84-023 §1, 1984; Ord. 83-037 §2, 1983; Ord. 83-033 §1, 1983; Ord. 82-013 §1, 1982) Page 2 of 2EXHIBIT "H" TO ORDINANCE 2017-004 Chapter 18.12. ESTABLISHMENT OF ZONES 18.12.010. Establishment of Zones. For the purpose of DCC Title 18, the following primary zones, combining zones, Subzones and unincorporated community zone districts are hereby established: A. Primary Zones. Primary Zones Abbreviations Airport Development AD Exclusive Farm Use Zones EFU RD Flood Plain Forest Use Fl Forest Use F2 Multiple Use Agriculture MUA10 Open Space and Conservation OS&C Rural Commercial RC Rural Industrial RI Rural Residential RR10 Surface Mining SM B. Combining Zones. Combining Zones Abbreviations Airport Safety AH Conventional Housing CH Destination Resort DR Landscape Management LM Limited Use LU Sensitive Bird & Mammal Habitat SBMH Surface Mining Impact Area SMIA 'lei=reea ` Wildlife Area WA Flood Plain FP r Fxclrnsive Farm I Tse Subzones. Exclusive Farm Use Subzones Abbreviations Alfalfa EFUAL Horse Ridge East EFUHR La Pine EFULA Lower Bridge EFULB Sisters/Cloverdale EFUSC Terrebonne EFUTE Tumalo/Redmond/Bend EFUTRB D. Unincorporated Community Zones. 1. La Pine Urban Unincorporated Community. La Pine Planning Area Abbreviations Commercial District LPC Community Facility District LPCF Community Facility Limited District LPCFL Page 1 of 4 EXHIBIT "I" TO ORDINANCE 2017-004 Flood Plain District LPFP Industrial District LPI Business Park District LPBP Residential District LPR Sewer Treatment District LPST Neighborhood Planning Area Abbreviations Neighborhood Community Facility LPNCF Neighborhood Community Facility LPNCFL Limited SUFP Neighborhood Commercial LPNC Neighborhood Park LPNPK Neighborhood Open Space LPNO Neighborhood Residential Center LPNRC Neighborhood Residential General LPNRG Wickiup Planning Area Abbreviation Wickiup Commercial/Residential LPWCR z. �,unnver urban unincorporated Community Sunriver Districts Abbreviations Airport District SUA Business Park District SUBP Commercial District SUC Community General District SUCG Community Limited District SUCL Community Neighborhood District SUCN Community Recreation District SUCR Flood Plain Combining District SUFP Forest District SUF Multiple Family Residential District SURM Resort District SUR Resort Equestrian District SURE Resort Golf Course District SURG Resort Marina District SURA Resort Nature Center District SURN Single Family Residential District SURS Utility District SUU Page 2 of 4 EXHIBIT "I" TO ORDINANCE 2017-004 3. Terrebonne Kural Uommum Terrebonne Districts Abbreviations Commercial District TeC Commercial -Rural District TeCR Residential District TeR Residential -5 acre minimum District TeR5 4. 1 umalo Kural UorninufflTy. Tumalo Districts Abbreviations Commercial District TuC Flood Plain District T„RD Residential District TuR Residential -5 acre minimum District TuR5 Research & Development District TuRE S Rrnrnl Cen ina Center Commercial/Mixed Use Districts Brothers, Hampton, Millican, Whistlestop, Wildhunt RSC-C/M (B,H,M,W,W) Alfalfa RSC-C/M (A) Alfalfa Residential RSC-R(A) Brothers Open Space RSC -OS 6. Black Butte Ranch Resort Commum Black Butte Ranch District Abbreviations Resort District BBRR Surface Mining District/Limited Use BBRSM Utility District/Limited Use BBRU 7 Inn of the 7”' Mountain/Widgi Creek Resort Community Inn of the 711' Mountain/ Widgi Creek District Abbreviations Resort District SMWCR Widgi Creek Residential District WCR (Ord. 2017-0 § , 2017; Ord. 2008-017 § 1, 2UUZ5, Ura. 2UU0-UUZS gZ, Luvo; Ura. /-Uwe-oio OR wvI, vru. 2002-019 §l, 2002, Ord. 2002-001, §l, 2002, Ord. 2001-048 §4, 2001, Ord. 2001-044 §2, 2001; Ord. 98- 063 §2, 1998; Ord. 96-003 §4, 1996; Ord. 92-025 §5, 1992) 18.12.040. Zone Boundaries. Unless otherwise specified, zone boundaries are section lines, subdivision lines, lot lines, center lines of street or railroad rights of way, water courses, ridges or rimrocks, other readily recognizable or identifiable natural features, or the extension of such lines. In case of any dispute regarding the zoning classification of property subject to the County code, the original ordinance with map exhibit contained in the official county records will control. Whenever uncertainty exists as to the boundary of a zone as shown on the zoning map or amendment thereto, the following rules shall apply: A. Where a boundary line is indicated as following a street, alley, canal or railroad right of way, it shall be construed as following the centerline of such right of way. B. Where a boundary line follows or approximately coincides with a section lines or division thereof, lot or property ownership line, it shall be construed as following such line. Page 3 of 4 EXHIBIT "I" TO ORDINANCE 2017-004 C. If a zone boundary as shown on the zoning map divides a lot or parcel between two zones, the entire lot or parcel shall be deemed to be in the zone in which the greater area of the lot or parcel lies, provided that this adjustment involves a distance not exceeding 100 feet from the mapped zone boundary. DGE Title 18 does Pi"ply to areas zoned flood plain - (Ord. 2017-004§ 9 2017. Ord 2008-017 § 1.2008, Ord. 91-020 §1, 1991; Ord. 91-005 §3, 1991; Ord. 80-206 §2, 1980) Page 4 of 4 EXHIBIT "I" TO ORDINANCE 2017-004 Chapter 18.61. URBAN UNINCORPORATED COMMUNITY ZONE - LA PINE 18.61.030. La Pine Planning Area. F. La Pine Flood Plain District. All uses proposed within this district shall be subject to the provisions in DCC 18.96, Flood Plain Combining Zone. (Ord. 2017-004 §10, 2017;Ord. 2010-029 § 1, 2010; Ord. 2009-025 § 1, 2009; Ord. 2003-002 §1, 2003; Ord. 2002-033 §l, 2002; Ord. 2001-044 §3, 2001; Ord. 2000-015§ 2, 2000; Ord. 97-063 §3, 1997; Ord. 97- 041 §1, 1997; Ord. 97-017 §4, 1997; Ord. 96-003 §l, 1996) PAGE 1 OF 1 EXHIBIT "J" TO ORDINANCE 2017-004 Chapter 18.96. FLOOD PLAIN COMBINING ZONE - FP 18.96.010. Purposes. The purposes of the Flood Plain Combining Zone are: To implement the applicable elements of the Comprehensive Plan FleedinResource Management and Growth Mana ement Sections; to protect the public from the hazards associated with flood plains; to conserve important riparian areas along rivers and streams for the maintenance of the fish and wildlife resources; and to preserve significant scenic and natural resources while balancing the public interests with those of individual property owners in the designated areas. (Ord. 2017-004 §11, 2017. Ord. 88-030 §4, 1988) 18.96.020. Designated Areas. The areas of special flood hazard identified by the Federal Insurance Administration in a scientific and engineering report entitled "Flood Insurance Study for Deschutes County, Oregon and Incorporated Areas" revised September 28, 2007, with accompanying Flood Insurance Rate Maps is hereby adopted by reference and incorporated herein by this reference. The Flood Insurance Study is on file at the Deschutes County Community Development Department. The Flood Plain Combining Zone shall include all areas designated as "Special Flood Hazard Areas" by the Flood Insurance Study for Deschutes County. When base flood elevation data has not been provided in the Flood Insurance Study, the Planning Director will obtain, review and reasonably utilize any base flood elevation or floodway data available from federal, state or other sources, in determining the location of a flood plain or floodway. (90—. 2-0-1-7-0 04§11,2017- Ord 2007-019 §2,2007; Ord. 2000-033 §5, 2000; Ord. 88-030 §4, 1988) 18.96.030. Uses Permitted Outright. The following uses and their accessory uses are permitted outright; A. Uses permitted outright in the underlying zone with which the Flood Plain Combining Zone is combined shall be permitted outright B. Notwithstanding the provision of subsection (A) above the following uses are permitted outright and not subject to the provisions of this chapter: A.1.Agricultural use conducted without establishing or utilizing a structure. For purposes of DCC 18.96.030(AB)(j), a "structure" does not include a boundary fence as long as such fence is designed to impede as little as possible the movement of floodwaters and flood -carried material. B2. Management, propagation and harvesting of a forest product. C3. Open space, as defined in DCC 18.04.030. D4. Portions of a residential use that do not contain structures, such as lawn, garden or play areas. E5. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards and criteria established by DCC 18.116.230 that do not involve Floodplain development. F6. Class III road or street project that does not constitute Floodplain development as defined in DCC 18.04.030. G7. Excavation, grading and fill for the routine maintenance and repair of existing roads and roadway drainage within the road right-of-way that will have not adverse effect on flood waters. 148. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 19_ Recreational vehicles provided they meet the standards and criteria established by DCC 18.116.095. Page 1 of 10 EXHIBIT "K" TO ORDINANCE 2017-004 10 Fill and removal activities involving the removal of vegetation if the material to be filled or removed will not exceed 50 cubic yards in volume and such fill or removal activities are undertaken for the purpose of - 1. Removal of diseased or insect -infested trees or shrubs or of rotten or damaged trees that present safety hazards, or Z Normal maintenance and pruning of trees and shrubs. 11 Fill and removal activities conducted by an Irrigation District involving piping work in existing canals and ditches within wetlands. 12 Uses and structures determined to be located outside the Special Flood Hazard Area in accordance with 18.96.130. Ord._2017_004_§11,_2017;_ Ord. 2007-019 §2, 2007; Ord. 93-043 §15, 1993; Ord. 91-020 §1, 1991; Ord. 88-030 §4, 1988) 18.96.040. Conditional uses permitted. The following uses and their accessory uses may be allowed subject to applicable sections of this title: A. A roadwa�,, bridge or- utility > except a landfill, that will not impede the waters of a base flood subject to DDG 18.129. B. !He is mobile and r-eadily removable from the area within time available after flood if such material is no readily i or- equipm at stor-ed shall include only i-+-- whieh will not create a haizar-d to the health or- safety of PefSO11S, PfOpEl- animals or plant life should the storage area be . flUndated. G. Sin& family dweell-ing, of a manufaeWr-ed home subject to DGG 19.116.070, on an . -Adait-On-to the other requirements of DGC 19.96, single family dwellings proposed to be sited in areas of the Flood Plainn n only as uses identified by DGG > > DGG 18.16 governing those uses. In addition to the other requirements of DGG 18.96, single family dwellings proposed to be sited in aizeas of the Flood Plain Zone designated "Forest" onCompr-ehensive Plan Map may be approved only as tises identified by DGG 18.36.030(lo, . Excavation,or 19.40.030(Y) and subject applicable pr-oN4sioa of DGC 18.36 and 18.40 goveraing these uses. D. Agricultural accessory buildings-. E. 14y F. subject to DGG 19.120.050 and 19.129.270. Excavation, grading and fill i1vit-hin -am), area of special fl .l:hTlCC 1 4 96 020 .l '.l t'4- .l G. RecFeational uses r-equiring on!, a flood wMers- outside the - boat Floo&,ay, such as golf coursesi > > , i egame> hatcheries, shooting pr-esen,es and hunting or- fishing areas subject to DGG 18.128, ex ept iin areas designated n n "Agrioultum" on the C ohe e Plan Map-. proNzisions of DGC Title 18 and DGC Title s -W-1I an agrieultufal -1. A boat dock or pier, either- individuali on pnvate propef4y Whieh lies in the folio arias 1. On the Deschutes River between river miles 226.4 and 224.5. This area is identified in the Seenie Water -way Management Plan as the Wieldup River Goffm+unity Axea; 2. On the Deschutes River- between river- miles 217.5 and -216.5. This area is identified in the Scenic X7;1 t Management Dl as the Pringle T7As River Go „;t. Area Page 2 of 10 EXHIBIT "K" TO ORDINANCE 2017-004 I On the Pesehutes _R_iveF between r4vef iles P-0-7 an d- 191 This afea is identified -4-n- the go -,L -m' Watefway Management Plan as RiNrer- Goffh%tmity Ax-eas and Reereational River Area respeetivelY7 n rr11-1— an insignifieant effeet on flood waters the subjeet Flood Plain zoned site is des Comprehen-sti-We Plan Map as L. Those reeFeat4onal uses de-sem-4h-ted -in PCG 18.40.030,nF q Conditional n effeet-on-flood water -s where the subjeet Flood P'ain zoned site the Comprehensive Plan Map as !To est" andis ,7' t t land zoned r n M. Wir-elass 18. 1 1 gSO(A) or- (B) pends,aB , sale of exeavatedmater-iah, A Uses pennitted_condltionally in the underlymg_.zone_with which the Flood_ Plain Combining Zone combined shall bemrinit_t_ed conditionally. _ e ._ _ _ _ _ r 18.96.030---- 8_96 03,0 or B. Flood Plainev Delopment defined in Chapter 18 04 as, p_atrt_of a use, ,allowed under 18.96.040. C , Notwithstanding subsections (A) and (B) above, the following_ uses__are permitted conditionally in the Flood Plain Combining Zone in association_ with any u_ndering zone; - l. A bridge. 2. Excavation. ._grading_and filland removal _within _the bed _and _banks -_o_fa_ stream -or river or_ina wetland, subject to DCC 18.120.050 and 18.128.270_. Excavation,__grading and fill_ within any area of special flood. hazard identified in DCC 18_96 020, 3.A boat dock or pier, either individual or community,_ on_private property which lies _in.the following areas: i. On_the Deschutes River between river miles.. 2_2.6.4 and 224.5. Thisarea_is Identified in the Scemc Waterway Management_Plan as the Wickinp River Comm unity_ Area; it On the _Deschutes _River between riv_er_miles_217.5_and 216.5. This area is identified in_the Scenic_ Waterway_ Management Plan as_ -the Pringle Falls_ River_ Community Area and ill On the Deschutes_ River_ between_ river_ miles 207 and -192 This area .is identified in the Scenic Waterway_ -_Management_ Plan as River Community_ Areas_. and Recreational _River Area respectively, 4. -_.__Surface_ minim of mineral_ and -gateresources ._i_n_contunction._wrth.__the_ operation _and maintenance ,of irrigation systems operated, bac._hriation District, including the excavation_ and imning_for facilities _ponds, reservoirs_, and the off-site use,. storae,_and sale. of excavated material. 5. Subdividing or_partitionmg_of lan_d,_any portio n_ of_w_hich_. s located.in,a_flood plain, subject to the provisions of DCC Title 18 and DCC Title _17,_ the-_Subdivis on/Partition Ordinance. (Ordr_20.17-004. 112017;_.Ord 2007-01-9.2, 2007;_Ord 2001.039 §1.1 _200-1 ;_Ord 2001-01_6..._§2,_2001; Old 97.-063_§3 1997, Ord. 96-032,. 11996. Ord 95-075_§11995, Ord. 95-022 1, 1995, Ord. 93,04.5__ 1993 Ord 93-002 §4_,__1993,_ Ord, 9l-038__§1,,, 1991, Ord. _91 005 X37, 1991, Ord. _89 009 X41.989; Ord.. 88-0304, 19$8) 18.96.050. Prohibited Uses. Marinas, boat slips and boat houses on private property. (Ord. 89-009 § 5, 1989) 18.96.060. Limitations on Conditional Uses. The following limitations shall apply to all uses allowed by DCC 18.96.040: A. No new construction of a dwelling (including manufactured housing), accessory structure or farm use structure shall be allowed in the floodway of any river or stream except for replacement in conformance Page 3 of 10 EXHIBIT °K" TO ORDINANCE 2017-004 with the applicable provisions of DCC 18.96 of a dwelling lawfully in existence as of the effective date of Ordinance 88-030. B. No new construction of a dwelling (including manufactured housing), accessory structure or farm use structure shall be located in the flood plain unless it can be demonstrated by the applicant that no alternative exists on the subject property which would allow the structure to be placed outside of the flood plain. C. No subdivision or partition shall be allowed which creates the potential for additional residential dwellings in the flood plain. D. All necessary federal, state and local government agency permits shall be obtained. (Ord. 2007-019 §2, 2007; Ord. 95-022 §1, 1995; Ord. 93-002 §5, 1993; Ord. 91-020 §1, 1991; Ord. 88-030 §4, 1988) 18.96.070. Application for Conditional Use. All records of any application for a conditional use permit and all certification of elevations shall be maintained in the records of the Community Development Department for public inspection. An application for a conditional use permit in the Flood Plain Combining Zone shall, at a minimum, contain the following information: A. A detailed explanation of why it is necessary to conduct the proposed use in the Flood Plain Combining Zone. Where base flood elevation data is not available from the Flood Insurance Study or from another authoritative source, it shall be generated and submitted with the application for subdivision proposals and other proposed developments which contain at least 50 lots or five acres (whichever is less). Generation_ of base flood elevation data shalt not be required for subdivision proposals and other proposed___developnZentsthat expressly__prech residential__and .non-residential.__ construction in an 18.96 020_ Designated_ Area, B. A site plan, drawn to scale and accompanied by drawings, sketches and descriptions which describe and illustrate the proposed use. This site plan shall include, at a minimum, existing and proposed site contours in relation to the base flood elevation, existing and proposed structures, drainage facilities, and an explanation of how erosion will be dealt with during and after construction of the use. C. The location of the property relative to the channel of the river or stream. D. The location of existing and proposed diking or abutments, if any. E. The elevation of the lowest habitable floor and of any basement floor for any dwelling unit or structure. F. The elevation to which the structure is to be floodproofed, if applicable. G. Elevations on the site plan shall be established by a licensed surveyor or engineer, and shall be in relation to mean sea level. H. Certification by a registered professional engineer or architect that the floodproofing methods for any structure meet the floodproofing criteria established by the Federal Emergency Management Agency and the applicable standards in DCC 18.96. I. All other elements or information which will assist in the evaluation of the proposed development and conformance with the applicable criteria. (Ord. 2017-004 §11, 2017; Ord. 95-022 §1, 1995; Ord. 93-043 §15A, 1993; Ord. 91-020 §1, 1991; Ord. 88-030 §4, 1988) 18.96.080. Criteria to Evaluate Conditional Uses. A. A conditional use permit in a Flood Plain Combining Zone shall not be approved unless all standards established by the Federal Emergency Management Agency and DCC Title 18 are addressed and findings are made by the Hearings Body or Planning Director that each of the standards and criteria are satisfied. B. Approval to alter or relocate a water course shall require notification to adjacent communities, the Department of Land Conservation and Development,—and Department of State Lands, and other propriate state and federal agencies prior to any such alteration or relocation and submit evidence to Page 4 of 10 EXHIBIT "K" TO ORDINANCE 2017-004 the Federal Insurance Administration. Maintenance shall be provided within the altered and relocated portion of said watercourse so that the flood carrying capacity is not diminished. C. A conditional use permit shall be based upon findings which relate to the property and existing and proposed structure(s). They shall not pertain to the property owner, inhabitants, economic or financial circumstances. D. All structures in the flood plain shall meet the following standards. 1. Anchoring. a. All new construction and substantial improvements shall be anchored to prevent flotation, collapse or lateral movement of the structure. b. All manufactured homes must be anchored to prevent flotation, collapse or lateral movement, and shall be installed using methods and practices that minimize flood damage. Anchoring methods may include, but are not limited to, use of over -the -top or frame ties to ground anchors. 2. Construction Materials and Methods. a. All new construction and substantial improvements shall be constructed with materials and utility equipment resistant to flood damage. b. All new construction and substantial improvements shall be constructed using methods and practices that minimize flood damage. c. Electrical, heating, ventilation, plumbing and air-conditioning equipment and other service facilities shall be designed and/or otherwise elevated or located so as to prevent water from entering or accumulating within the components during conditions of flooding. 3. Utilities. a. All new and replacement water supply systems shall be designed to minimize or eliminate infiltration of flood waters into the system. b. New and replacement sanitary systems shall be designed to minimize or eliminate infiltration of floodwaters into the system and discharge from the system into flood waters. c. On-site waste disposal systems shall be located to avoid impairment to them or contamination from them during flooding consistent with the Ore og n Department of Environmental Oualit�as specified in OAR 340-071. 4. Below -grade crawlspace is allowed subject to the standards in FEMA Technical Bulletin 11-01. E. Subdivision and Partition Proposals. 1. All subdivision and partition proposals shall be consistent with the need to minimize flood damage. 2. All subdivision and partition proposals shall have public utilities and facilities such as sewer, gas, electrical and water systems located and constructed to minimize flood damage. 3. All subdivision and partition proposals shall have adequate drainage provided to reduce exposure to flood damage. 4. Where base flood elevation data has not been provided or is not available from another authoritative source, it shall be generated for subdivision -pro osals and other proposed developments which contain at least 50 lots or 5 acreswhichever is less ( _Generation of base flood ._elevation _data _shall not be required for subdivision proposals and other__.. proposed developments_ that,ext)resslv_Preclude residential and _non-residential _ constructionin an 18.96.020 Desi�nated Area., F. Review of Building Permits. Where elevation data is not available either through the Flood Insurance Study or from another authoritative source, applications for building permits shall be reviewed to assure that proposed construction will be reasonably safe from flooding. The test of reasonableness is a local judgment and includes use of historical data, high water marks, photographs of past flooding, etc., where available. (Failure to elevate at least two feet above grade in these zones may result in higher insurance rates.) G. Specific Standards. In the Flood Plain Combining Zone, the following requirements must be met: 1. Residential Construction. Page 5 of 10 EXHIBIT "K" TO ORDINANCE 2017-004 a. New construction, including replacement, and substantial improvement of any residential structure shall have the lowest floor of the entire structure, including basement, elevated at least one foot above base flood elevation. b. Fully enclosed areas below the lower floor that are subject to flooding are prohibited unless they are designed to automatically equalize hydrostatic flood forces on exterior walls by allowing for the entry and exit of floodwaters. Designs for meeting this requirement must satisfy the standards in FEMA Technical Bulletin 11-01 and must either be certified by a registered professional engineer or architect and or -must meet or exceed the following criteria: i. A minimum of two openings having a total net area of not less than one square inch for every square foot of enclosed area subject to flooding shall be provided. ii. The bottom of all openings shall be no higher than one foot above grade. iii. Openings may be equipped with screens, louvers or other coverings or devices, provided that they permit the automatic entry and exit of floodwaters. 2. Nonresidential Construction. New construction and substantial improvement of any commercial, industrial or other nonresidential structure shall either have the lowest floor, including basement, elevated at least one foot above the level of the base flood elevation, or, together with attendant utility and sanitary facilities, shall: a. Be flood proofed so that below the base flood level the structure is watertight with walls substantially impermeable to the passage of water. b. Have structural components capable of resisting hydrostatic and hydrodynamic loads and effects of buoyancy. c. Be certified by a registered professional engineer or architect that the design and methods of construction are subject to accepted standards of practice for meeting provisions of DCC 18.96.080, based on their development and/or review of the structural design, specifications and plans. Such certifications shall be provided to the County as set forth in DCC 18.96.070(H). d. Nonresidential structures that are elevated, but not flood proofed, must meet the same standards for space below the lowest floor as described in DCC 18.96.080(F). e. Applicants for floodproofing nonresidential buildings shall be notified that flood insurance premiums will be based on rates that are one foot below the floodproofed level (e.g. a building constructed to the flood level will be rated as one foot below that level). f Applicants shall supply a co prehensive Maintenance Plan for the entire structure that shall include but not limited to: exterior envelope of structure,• all penetrations to the exterior of the structure; all shields gates barriers or components designed to provide floodproofing protection to the structure; all seals or gaskets for shields gates,,_barriers or components; and the location of all shields gates barriers and components as well as all associated hardware, and any materials or specialized tools necessary to seal the structure. g_ Applicants shall supply an Emergency Action Plan (EAP) for the installation and sealing of the structure prior to a flooding event that clearly identifies what triggers the EAP and who is responsible for enacting the EAP. 3. Manufactured44onws Dwellings. ^" fi " be -Fla0ed it stanti"""improved at-4-c-ast-one--foot-above the, baseflood-elevation, Sueh manufactured homes shall besee 18.96.090(C)(1). a Manufactured dwellings sported on solid foundation walls shall be constructed with flood openings that comply with (G)(1)(b) above; b The bottom of the longitudinal chassis frame beam in A zones shall be at or above the base flood elevation and the lowest floor of the _manufactured _home isat_least _one _foot -above the base_flood el_evation1 C. The manufactured dwelling shall be anchored to prevent flotation collapse and lateral movement during the base flood Anchoring methods may include but are not limited to, use of Page 6 of 10 EXHIBIT "K" TO ORDINANCE 2017-004 over -the -top or frame ties to ground anchors (Reference FEMA's "Manufactured Home Installation in Flood Hazard Areas" guidebook for additional techniques); and d. Electrical crossover connections shall be a minimum of 12 inches above Base Flood Elevation. 4. Docks, Piers and Walkways. a. No individual boat dock or pier shall be allowed on any lot with less than 200 feet of river frontage. b. No community boat dock or pier shall be allowed on any lot with less than 100 feet of river frontage. c. No individual boat dock or pier shall be more than 20 feet in length or more than eight feet in width. The total surface area shall not exceed 160 square feet. d. No community boat dock or pier shall be more than 20 feet in length. The total surface area shall not exceed 320 square feet. e. A boat dock or pier shall not extend into or over the water more than 20 feet as measured from the ordinary high water mark (OHM), or five percent of the distance between the ordinary low water mark (OLM) on each river or stream bank measured at right angles to the shoreline, whichever is less, unless it can be shown that a greater extension: i. Is necessary to allow access to the OHM; ii. Will not increase flood hazard; and iii. Will not cause the deterioration or destruction of marine life or wildlife habitat. When the lines of ordinary high or low water cannot be determined by survey or inspection, then such lines shall be determined by a registered professional engineer using the annual mean high or low water for the preceding year, using data from the State of Oregon Watermaster. f. Individual boat docks and piers shall have a minimum five foot setback from adjoining property boundaries projected over the water surface. g. Dock, pier and walkway structures shall not be covered or enclosed. h. All materials used in dock, pier or walkway construction must be in compliance with all DEQ and EPA regulations. i. Docks, piers and walkways shall use either pilings or Styrofoam floats if such floats are fully enclosed and sealed. j. Docks, piers and walkways shall not impede water movement or cause deposition on waterway beds. k. Docks, piers and walkways containing concrete or wood preservatives shall be fully cured or dried prior to placement in the water. 1. No walkway shall be more than four feet in width. The length of the walkway shall be no more than the minimum required to allow access to a dock. m. Walkways shall include at least one handrail if the structure is elevated 30 inches or more from ground level. n. All docks, piers and walkways shall meet the test of noninterference with navigation. 5. Parking Facilities. No parking facility shall be located within 20 feet (measured at right angles) of the ordinary high water mark (OHM). 6. Small Accessory Structures: Relief from elevation or floodproofing as required in -5-.2-1--or-5-2-2 (G)(1) or (G)(2)_above maybe granted for small accessory structures that are' a. Less than 200 square feet and do not exceed one stork b. Not temperature controlled,• c. Not used for human habitation and are used solely for parking of vehicles or storage of items having low damage potential when submerged; d. Not used to store hazardous or toxic material, oil or gasoline or anyprioritypersistent pollutant identified by the Oregon Department of Environmental Quality unless confined in a tank installed in compliance with this ordinance or stored at least one foot above base flood elevation; e. Located and constructed to have low damage potential; Page 7 of 10 EXHIBIT "K" TO ORDINANCE 2017-004 f Constructed with materials resistant to flood damage; g_ Anchored to prevent flotation collapse or lateral movement of the structure resulting from h dy rodynamic and hydrostatic loads including the effects of buoyancy, during conditions of the base flood; h Constructed to equalize hydrostatic flood forces on exterior walls by allowing for the automatic entry and exit of floodwater. Designs for complying with this requirement must be certified by a licensed professional engineer or architect or: i Provide a minimum of two openings with a total net area of not less than one square inch for every square foot of enclosed area subject to flooding; ii. The bottom of all openings shall be no higher than one foot above the higher of the exterior or interior grade or floor immediately below the opening; and iii. Openings may be equipped with screens louvers valves or other coverings or devices provided they permit the automatic flow of floodwater in both directions without manual intervention. i Constructed with electrical and other service facilities located and installed so as to prevent water from entering or accumulating within the components during conditions of the base flood. 7 Construction of new critical facilities shall be to the extent possible located outside the limits of the Special Flood Hazard Area (SFHA) (100 -year floodplain) Construction of new critical facilities shall be permissible within the SFHA if no feasible alternative site is available. Critical facilities constructed within the SFHA shall have the lowest floor elevated three feet above base flood elevation or to the height of the 500 -year flood whichever is higher. Access to and from the critical facility should also be protected to the height utilized above. Floodproofing and sealing measures must be taken to ensure that hazardous or toxic substances, oil or gasoline or any priority persistent pollutant identified by the Oregon Department of Environmental Quality will not be displaced by or released into floodwaters. Access routes elevated to or above the level of the base flood elevation shall be provided to all critical facilities to the extent possible. 8.incidental storage _of_material or equip that is either not subaect to damage b-- flood,_o..- — mobile and _readily removable from the area „within time available after , flood _ warning--may-be permitted.If such material_ is not readily removable, it shall be anchored to prevent flotation and shall not obstruct water_ flow_ Material or_ecluipment stored shall include only items which will not create_ a_ hazard to the health_ or safety of personsproperty, animals or plant life should the storage area be inundated. H. Floodways. In floodways the following provisions shall apply: 1. Encroachments, including fill and removal, replacement of a dwelling lawfully in existence on the effective date of Ordinance 88-030 and other development are prohibited unless certification by a registered professional engineer is provided demonstrating that the proposed encroachments will not result in any increase in flood levels during a base flood discharge. 2. The applicant must demonstrate that all necessary federal, state and local government agency permits have been or can be obtained and that all other applicable sections of DCC Title 18 have been satisfied. 3. Replacement of a dwelling shall not increase the square footage or footprint of the structure by more than 20 percent of the square footage or footprint of such dwelling as of the effective date of Ordinance 88-030. 4. No replacement of a dwelling shall be allowed if the use of the preexisting dwelling has been abandoned or otherwise terminated for a period of over one year. (Ord. 2017-004 § 11, 2017; Ord. 2007-019 §2, 2007; Ord. 2000-033 §6, 2000; Ord. 95-075 § 1, 1995; Ord. 95-022 §1, 1995; Ord. 93-043 §1513, 1993; Ord. 93-002 §§6-8, and 9, 1993; Ord. 91-020 §1, 1991; Ord. 89-009 §7, 1989; Ord. 88-030 §4, 1988) Page 8 of 10 EXHIBIT "K" TO ORDINANCE 2017-004 18.96.085. Elevation Certification. Elevation of all new construction, including replacement and substantial improvements, relative to mean sea level of the lowest floor shall be documented before the framing inspection with a survey certified by a State of Oregon registered professional engineer or land surveyor. (Ord. 95-022 §1, 1995; Ord. 93-002 §10, 1993) 18.96.090. Yard and Setback Requirements. In a FPL-Zo�'_tThe following yard and setback requirements shall be maintained; in the Flood Plain Combining Zone except where the underl _ng primary zone differs then the more restrictive standard shall apply. A. The front setback shall be a minimum of 20 feet from a property line fronting on a local street, 30 feet from a property line fronting on a collector and 50 feet from an arterial. B. There shall be a minimum side yard of 10 feet for all uses. C. The minimum rear yard shall be 20 feet. D. The setback from a north lot line shall meet the solar setback requirements in DCC 18.116.180. E. The minimum yard setback for a nonfarm use from the property line adjacent to a farm use not owned by the applicant shall be 100 feet. F. In addition to the setbacks set forth herein, any greater setbacks required by applicable building or structural codes adopted by the State of Oregon and/or the County under DCC 15.04 shall be met. (Ord. 2017-004 §11 2017. Ord. 95-075 §1, 1995; Ord. 94-008 §25, 1994; Ord. 88-030 §4, 1988) 18.96.100. Stream Setback. To permit better light, air, vision, stream and pollution control, to protect fish and wildlife areas and to preserve the natural scenic amenities along streams and lakes, the following setbacks shall apply: A. All sewage disposal installations such as septic tanks or septic drain fields shall be setback from the ordinary high water mark along all streams or lakes a minimum of 100 feet, measured at right angles to the ordinary high water mark. In those cases where practical difficulties preclude the location of the facilities at a distance of 100 feet, and the County Sanitarian finds that a closer location will not endanger public health or safety, a setback exception may be permitted to locate these facilities closer to the stream or lake, but in no case closer than 25 feet. B. All structures, buildings or similar permanent fixtures shall be set back from the ordinary high water mark along all streams or lakes a minimum of 100 feet measured at right angles from the ordinary high water mark. (Ord. 91-020 § 1, 1991; Ord. 88-030 § 4, 1988) 18.96.110. Dimensional Standards. In the Flood Plain Combining Zone the minimum lot size shall be as established in the underlying zone with which the FP Zone is combined. In an FP Zone, the following dimensional standards shall apply; A. Lot Cover -age. The main buildin cover- in exeess of 30 per-eepA of the total lot area. except as -All Le-edunder DDG1 Q 120.04 o -o- Planning Goals shall h&�,e a mini ira-lot--size-ef-80-aeTes-. t reeeiW-d- to the (Ord. 2017-004 § 11 2017. Ord. 92-055 § 8, 1992) Page 9 of 10 EXHIBIT "K" TO ORDINANCE 2017-004 18.96.120. Warning and Disclaimer of Liability. The degree of flood protection required by DCC Title 18 is considered reasonable for regulatory purposes and is based upon scientific and engineering considerations. Larger floods can and will occur on rare occasions. Flood heights may be increased by man-made or natural causes. DCC Title 18 shall not create liability on the part of Deschutes County, any officer, agent or employee thereof, or the Federal Insurance Administration, for any flood damages that result from reliance on DCC Title 18 or any decision lawfully made hereunder. (Ord. 88-030 § 4, 1988) 18.96.130 Interpretation of FIRM Boundaries The Planning Director shall make interpretations where needed, as to exact location of the boundaries of the areas of special flood hazards (for example, where there appears to be a conflict between a mapped boundary and actual field conditions). Such interpretations shall be processed as a development action pursuant to Chapter 22.16. (Ord. 2007-019 §2,2007) 18.96.140. Use Variances. Use variances or variances to the standards established by DCC 18.96.060 and 18.96.080 shall not be allowed. (Ord. 2007-019 §2,2007; Ord. 88-030 §4,1988) Page 10 of 10 EXHIBIT "K" TO ORDINANCE 2017-004 Chapter 18.113. DESTINATION RESORTS ZONE - DR 18.113.060. Standards for Destination Resorts. The following standards shall govern consideration of destination resorts: H. Floodplain requirements. The floodplain combining 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 combining zones shall not be considered part of a destination resort when determining compliance with the following standards; 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. (Ord. 2017-004 §12, 2017. Ord. 2016-003 §1, 2016; Ord. 2015-016 §7, 2015; Ord. 2013-008 §2, 2013; Ord. 2007-05 §2,2007; Ord. 92-004 §13, 1992) Page 1 of 1 EXHIBIT "L" TO ORDINANCE 2017-004 Chapter 18.116. SUPPLEMENTARY PROVISIONS 18.116.220. Conservation Easements on Property Adjacent to Rivers and Streams or Zoned Flood Plain Combining -Prohibitions. A. Land Use Actions Al. As a condition of approval of all land use actions involving property adjacent to the Deschutes River, Crooked River, Fall River, Little Deschutes River, Spring River, Pauling Creek, Whychus Creek and Tumalo Creek, the property owner shall convey to the County a conservation easement, as defined in DCC 18.04.030, "Conservation Easement," affecting all property on the subject lot which is within 10 feet of the ordinary high water mark of the river or stream. B2. The form of the conservation easement shall be as prescribed by the County and may contain such conditions as the County deems necessary to carry out the purposes described in DCC 18.04.030, "Conservation Easement." 93. Any public access required as part of a conservation easement shall be subject to the following conditions: 1-a. Public access shall be limited to foot traffic for recreational purposes and the putting in or taking out of boats. 2b. Unless otherwise permitted by the affected property owner, public access does not allow public passage through other private property to gain access to the property subject to the conservation easement. -3c. Unless otherwise permitted by state law, County ordinance or the property owner, no person on the subject property as a result of a public access requirement of a conservation easement shall deposit solid waste, damage or remove any property, (including wildlife and vegetation) maintain or ignite fires or fireworks, discharge firearms or camp. B Land Divisions Including Flood Plain Combining Zone. 1 As a condition of approval of all land divisions including any Flood Plain Combining zoned land and involving property adjacent to a river, lake or stream the property owner shall convey to the County a conservation easement as defined in DCC 18.04.030, "Conservation Easement," affecting all property on the subject unit of land which is within the Riparian Area which includes:. a The "Bed or banks of stream or river" as defined in DCC 18.04.030; b The first 100 feet measured at right angles from the ordinary high water mark of designated streams or rivers; c The Special Flood Hazard Area as shown in the Flood Insurance Rate Maps, subject to refinement erformed under DCC 18.96.130; and d Wetlands as shown on the National Wetland Inventory subject to refinement under the Local Wetland Inventory or by a Department of State Lands approved site- specific wetland study; 2 The form of the conservation easement shall be as prescribed by the County and may contain such conditions as the County deems necessary to carry out the purposes described in DCC 18.04.030 "Conservation Easement." (Ord. 2017-004§13, 2017; Ord. 91-020 §1, 1991; Ord. 89-004 §3, 1989; Ord. 86-054 §2, 1986) Page 1 of 2 EXHIBIT "M" TO ORDINANCE 2017-004 18.116.260. Rock Crushing Outside the SM Zone. B. On-site rock crushing for on-site construction and maintenance is permitted outright in any zone e ee t r• oe 4ai ��D� ;��Y. , .�.... a==�-�r�-or in any combining zone, except Wildlife Area (WA), Landscape Management (LM), Flood Plain (FPLor Sensitive Bird and Mammal Habitat (SBMH), if the requirements of DCC 18.116.260(A) and the following standards are met: 1. Rock crushing activity, including set up and crushing, occurs for no more than 60 consecutive days on a site within any one-year period; 2. Rock crushing occurs Monday through Friday, between 7:00 a.m. and 5:00 p.m., and not on legal holidays; and 3. Water is available on-site to provide dust control. (Ord. 2017-004§13, 2017. Ord. 97-006 §2,1997) 18.116.270. Conducting Filming Activities in All Zones. 2. Special Limitations. In addition to the general limitations set forth under DCC 18.116.270(C)(1)(a) and (b), the following additional special limitations shall be applied, where applicable: a. Filming and accessory or supporting activities proposed for a site designated as exclusive farm use by the zoning ordinance shall be subject to applicable provisions of ORS 215.296. b. Filming and accessory or supporting activities involving structures or improvements regulated under DCC 18.96 (flood plain combining zone) shall be subject to the applicable provisions of DCC 18.96 unless the Federal Emergency Management Agency authorizes a waiver of the provisions of DCC 18.96. c. Filming and accessory or supporting activities necessitating fill or removal activities shall comply with the applicable provisions of DCC 18.128.270, except that no conservation agreement shall be required where the fill is associated with a temporary structure or improvement and such fill would be removed along with the temporary structure or improvement under a fill and removal permit required by the County. d. Filming and accessory or supporting activities shall not be allowed in any sensitive habitat area designated under DCC 18.90 during the nesting period identified in the ESEE for each site. 3. At the completion of filming, any structure or improvement for which land use approval would otherwise be required shall obtain the required approvals or the structure or improvement shall be removed. The County may require the applicant to post a bond in an amount sufficient to cover the cost of removal for any such structure or improvement. 4. The standards of DCC 18.116.270(B) may be met by the imposition of conditions calculated to ensure that this standard will be met. (Ord. 2017-004 § 13, 2017. Ord. 97-007 § 1, 1997) Page 2 of 2 EXHIBIT "M" TO ORDINANCE 2017-004 Chapter 18.124. SITE PLAN REVIEW 18.124.030. Approval Required. A. No building, grading, parking, land use, sign or other required permit shall be issued for a use subject to DCC 18.124.030, nor shall such a use be commenced, enlarged, altered or changed until a final site plan is approved according to DCC Title 22, the Uniform Development Procedures Ordinance. B. The provisions of DCC 18.124.030 shall apply to the following: 1. All conditional use permits where a site plan is a condition of approval; 2. Multiple -family dwellings with more than three units; 3. All commercial uses that require parking facilities; 4. All industrial uses; 5. All other uses that serve the general public or that otherwise require parking facilities, including, but not limited to, landfills, schools, utility facilities, churches, community buildings, cemeteries, mausoleums, crematories, airports, parks and recreation facilities and livestock sales yards; and 6. As specified for Flood Plain Zones (FP) and Surface Mining Impact AreaS( MW Combining Zones (c. 7. Non-commercial wind energy system generating greater than 15 to 100 kW of electricity. C. The provisions of DCC 18.124.030 shall not apply to uses involving the stabling and training of equine in the EFU zone, noncommercial stables and horse events not requiring a conditional use permit. D. Noncompliance with a final approved site plan shall be a zoning ordinance violation. E. As a condition of approval of any action not included in DCC 18.124.030(B), the Planning Director or Hearings Body may require site plan approval prior to the issuance of any permits. (Ord. 2017-004 §14, 2017; Ord. 2011-009 §1, 2011; Ord. 2003-034 §2, 2003; Ord. 94-008 §14, 1994; Ord. 91-038 §1, 1991; Ord. 91-020 §1, 1991; Ord. 86-032 §1, 1986) Page 1 of 1 EXHIBIT "N" TO ORDINANCE 2017-004 Chapter 18.128. CONDITIONAL USE 18.128.200. Cluster Development (Single -Family Residential Uses Only). 18.128.210. Planned Development. 18.128.200. Cluster Development (Single -Family Residential Uses Only). I. Cluster Development Including the Flood Plain Combining Zone 1. As a condition of approval of Cluster Development land divisions including anv Flood Plain Combining zoned land involving property adjacent to a river, lake or stream the applicant shall submit an evaluation of the property with a Riparian Area Management Plan for all areas on the subject unit of land within the Riparian Area which includes: a. The "Bed or banks of stream or river" as defined in DCC 18.04.030; b. The first 100 feet measured at right angles from the ordinary high water mark of designated streams or rivers; c. The Special Flood Hazard area, as shown in the Flood Insurance Rate Maps subject to refinement performed under DCC 18.96.130; and d. Wetlands, as shown on the National Wetland Inventory subject to refinement under the Local Wetland Inventory or by a Department of State Lands approved site- specific wetland study; 2. The Riparian Area Management Plan shall be prepared by a wildlife biologist and include the following: a. A description of the condition of the Riparian Area including the natural hazards natural resources habitat values and wildlife values; b. A description of anyprotected species that may occur in the Riparian Area; c. The current use of the open space area; d. A management plan that contains prescriptions that will preserve and protect the natural resources, habitat values and wildlife values of the Riparian Area and will not exacerbate any natural hazards in this area. The management plan may also propose protections or enhancements of benefit to wildlife or to reduce natural hazards that may be considered in weighing use impacts versus plan benefits 3. In the Riparian Area in addition to compliance with other applicable zone development restrictions, uses and activities must be consistent with the required Riparian Area Management Plan. The Plan shall be approved if it proposes all of the following in the Riparian Area: a. Preserves, protects and enhances wildlife habitat; and b. Prohibits golf courses tennis courts swimming pools marinas ski runs or other developed recreational uses of similar intensity. Low intensity recreational uses such as bicycle, equestrian and pedestrian trails and wildlife viewing areas located to minimize impact on Riparian Area may be permitted,• and c. Provides a supplemental, private open space area on home lots by imposing special yard setback of 100 feet on yards adjacent to the Riparian Area In this yard no structures other than fences consistent with DCC 18 88 070 may be constructed The size of the yard may be reduced during development review if the County finds that through the review of the Riparian Area Management Plan natural landscape protection or wildlife values will achieve equal or greater protection through the approval of a reduced setback. In granting an adjustment the County may require that a specific building envelope be shown on the final plat or may impose other conditions that assure the natural resource values relied upon tojustify the exception to the special yard requirements will be protected Page 1 of 3 EXHIBIT "O" TO ORDINANCE 2017-004 d Off-road motor vehicle use shall be prohibited in the open space area. 4 The Riparian Area shall be contained in one or more lots designated as open space on the plat of the subdivision and held in common ownership of a homeowner's association of the development This open space shall count towards any pen space requirements for Cluster Developments. (Ord. 2017-004 §15, 2017; Ord. 2015-016 §8, 2015; Ord. 2004-024 §2, 2004; Ord. 95-075 §1, 1995; Ord. 93-005 § 11, 1993; Ord. 91-020 § 1, 199 1) 18.128.210. Planned Development. F Planned Development Including the Flood Plain Combining Zone 1 As a condition of approval of Planned Development jand divisions including any Flood Plain Combining zoned land involving property adjacent to a river, lake or stream, the applicant shall submit an evaluation of the property with a Riparian Area Management Plan for all areas on the subject unit of land within the Riparian Area, which includes: a The "Bed or banks of stream or river" as defined in DCC 18.04.030; b The first 100 feet measured at right angles from the ordinary high water mark of designated streams or rivers; c The Special Flood Hazard Area as shown in the Flood Insurance Rate Maps, subject to refinement performed under DCC 18.96.130• and d Wetlands as shown on the National Wetland Inventory, subject to refinement under the Local Wetland Inventory or by a Department of State Lands approved site- specific wetland study; 2 The Riparian Area Management Plan shall be prepared by a wildlife biologist and include the following: a A description of the condition of the Riparian Area including the natural hazards, natural resources habitat values and wildlife values; b A description of any protected species that may occur in the Riparian Area; c The current use of the open space area; d A management plan that contains prescriptions that will preserve and protect the natural resources habitat values and wildlife values of the Riparian Area and will not exacerbate any natural hazards in this area. The management plan may also propose protections or enhancements of benefit to wildlife or to reduce natural hazards that may be considered in weighinguse se impacts versus plan benefits. 3 In the Riparian Area in addition to compliance with other applicable zone development restrictions uses and activities must be consistent with the required Riparian Area Management Plan The Plan shall be approved if it proposes all of the following in the Riparian Area: a Preserves protects and enhances wildlife habitat; and b Prohibits golf courses tennis courts swimming pools marinas ski runs or other developed recreational uses of similar intensity. Low intensity recreational uses such as bicycle equestrian and pedestrian trails and wildlife viewing areas located to minimize impact on Riparian Area may be permitted; and c Provides a supplemental private open space area on home lots by imposing special yard setback of 100 feet on yards adjacent to the Riparian Area. In this yard, no structures other than fences consistent with DCC 18.88.070 may be constructed. The size of theary d may be reduced duringdevelopment review if the County finds that, through the review of the Riparian Area Management Plan natural landscape protection or wildlife values will achieve equal or greater protection through the approval of a reduced setback. In granting an adjustment, the County may require that a specific buildingenvelope nvelope be shown on the final plat or may impose other Page 2 of 3 EXHIBIT "O" TO ORDINANCE 2017-004 conditions that assure the natural resource values relied upon to justify the exception to the special yard requirements will be protected d. Off-road motor vehicle use shall be prohibited in the open space area 4. The Riparian Area shall be contained in one or more lots designated as open space on the plat of the subdivision and held in common ownership of a homeowner's association This open space shall count towards any open space requirements for Planned Developments. (Ord. 2017-00415. 2017; Ord. 96-003 §9, 1996; Ord. 95-075 § 1, 1995; Ord. 93-005 §11, 1993; Ord. 91-020 fl, 1991) Page 3 of 3 EXHIBIT "O" TO ORDINANCE 2017-004 FINDINGS FILE NUMBERS: 247-17-000140-ZC/1 41 -PA/1 42 -TA APPLICANT: Deschutes County Community Development 117 NW Lafayette Avenue, P.O. Box 6005 Bend, Oregon 97708-6005 REQUEST: Legislative Amendments to the Deschutes County Comprehensive Plan, Zoning Map, and Zoning Ordinance changing the Flood Plain zone from a primary zone to a combining (overlay) zone and related changes. STAFF CONTACT: Matthew Martin, AICP, Associate Planner I. APPLICABLE CRITERIA: Title 22, Deschutes County Development Procedures Ordinance BASIC FINDINGS: A. PROPOSAL: Legislative Amendments to the Deschutes County Comprehensive Plan, Zoning Map, and Zoning Ordinance changing the Flood Plain zone from a primary zone to an overlay (combining) zone. The changes are intended to clarify and simplify zoning for properties encumbered by the Flood Plain zone and will NOT affect the mapped FEMA flood plain boundary or the standards applicable to most development within the special flood hazard area (aka 100 -year flood plain). Included are elements of the Oregon Department of Land Conservation and Development (DLCD) 2014 Oregon Model Floodplain Management Ordinance for flood plain management and regulation. The Planning Commission recommendation includes amendments not original proposal addressing conservation easements, cluster developments, and planned developments that extend outside of the flood plain zone boundary. III. CONCLUSIONARY FINDINGS: A. CHAPTER 22.12, LEGISLATIVE PROCEDURES Section 22.12.010. Hearing Required FINDING: The applicant meets this criterion because a public hearing before the Deschutes County Planning Commission was held on April 13, 2017 and a public hearing before the Board of County Commissioners (Board) was held on November 8, 2017. 2. Section 22.12.020, Notice Notice A. Published Notice Page 1 of 7 EXHIBIT "P" TO ORDINANCE 2017-004 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: Notice was published in the Bend Bulletin newspaper on April 2, 2017 for the Planning Commission hearing and on October 29, 2017, for the Board hearing. The notice contained the information described in DCC 22.12.020(A)(2). B. Posted Notice. Notice shall be posted at the discretion of the Planning Director and where necessary to comply with ORS 203.045. FINDING: This criterion was met with notice 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 proposed amendments in question are legislative and do not apply to any specific property, no individual formal notices were sent or required. With that said, staff notes that individual postcards were mailed to all owners with flood plain zoned property, excluding federal ownership, to inform them of the proposed changes and scheduled public meetings that were held at various locations throughout the county. D. Media notice. Copies of the notice of hearing shall be transmitted to other newspapers published in Deschutes County. FINDING: Notice will be provided to the County public information official for wider media distribution. 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. 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. rder.1. The Planning Commission. 2. The Board of County Commissioners. FINDING: This criterion will be met. 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. File Nos. 247-17-000140-ZC / 141 -PA / 142 -TA Page 2 of 7 FINDING: This Planning Commission will hold a public hearing on April 13, 2017, and review the proposed changes. 5. Section 22.12.050 Final Decision All legislative changes shall be adopted by ordinance FINDING: If approved, the proposed legislative changes included in file nos. 247-17-000140- ZC/141-PA/142-TA were implemented by ordinance upon approval and adoption by the Board; this criterion is met. IV. PROPOSED AMENDMENTS: The proposed amendments are detailed in the Exhibits A -O attached hereto. The maps identify the changes and text amendments are identified by underline for new text and stFikethFeugh for deleted text. Below are explanations of the proposed changes. ZONE CHANGE A. Deschutes County Zoning Map Amendment The proposed zoning map amendment changes the flood plain from a primary zone to a combining (overlay) zone. Conversely, the primary zone for the areas previously zoned flood plan is amended to reflect the comprehensive plan designation and primary zoning of the adjacent areas of the subject property. Where the comprehensive plan designation is not identified, the nearest and most similar zoning has been applied. (See Exhibit A for proposed amendment.) PLAN AMENDMENTS A. Text Amendment to Comprehensive Plan, Chapter 2, Section 2.5 - Water Resources. The proposed amendment includes the addition of the flood plain zone purpose statement. The statement emphasizes the purpose is to promote the public health, safety, and general welfare, and to minimize public and private losses due to flood conditions in specific areas. The amendments also include a minor change updating reference to the flood plain zone as a combining zone. (See Exhibit C for proposed amendment.) B. Text Amendment to Comprehensive Plan, Appendix B — Tumalo Community Plan. The proposed text and map amendments remove reference to flood plan comprehensive plan designation. This is necessary because the flood plain will no longer be a primary zone. Reference to the flood plain zone purpose statement in Section 2.5 is added. Also included is the addition of references to the flood plain as combining zone. (See Exhibit D for proposed amendment.) File Nos. 247-17-000140-ZC / 141 -PA / 142 -TA Page 3 of 7 C. Text Amendment to Comprehensive Plan, Newberry County: A Plan for Southern Deschutes County. The proposed text and map amendments remove reference to flood plan comprehensive plan designation. This is necessary because the flood plain will no longer be a primary zone. Reference to the flood plain zone purpose statement in Section 2.5 is added. Also included is the addition of references to the flood plain as combining zone. (See Exhibits E and F for proposed amendment) TEXT AMENDMENT TO TITLE 18, COUNTY ZONING A. Chapter 18.04. TITLE, PURPOSE AND DEFINITIONS The proposed amendments incorporate terminology related to current best practices included in the 2014 Oregon Model Floodplain Management Ordinance. Also included are "housekeeping" amendments updating references to the current ordinance adopting the new Flood Insurance Rate Maps (FIRM) and reflecting the change of the flood plain from a primary to combining zone. (See Exhibit H for proposed amendment) B. Chapter 18.12. ESTABLISHMENT OF ZONES The proposed amendment reflects the change of the flood plain from a primary zone to a combining zone. (See Exhibit I for proposed amendment) C. Chapter 18.61. URBAN UNINCORPORATED COMMUNITY ZONE - LA PINE The proposed amendment reflects the change of the flood plain from a primary zone to a combining zone. (See Exhibit J for proposed amendment) D. Chapter 18.96. FLOOD PLAIN ZONE The proposed amendments include: • Section 18.96.010. Purposes. o Reflects the change of the flood plain from a primary zone to a combining zone. • Section 18.96.020. Purposes. o Reflects the change of the flood plain from a primary zone to a combining zone. • Section 18.96.030. Uses Permitted Outright o 18.936.030(A): Reference to the underlining primary zone to determine those uses that are permitted outright in the zone. o 18.96.030(B): Recognition there are additional uses that are explicitly permitted outright in the zone. File Nos. 247-17-000140-ZC / 141 -PA / 142 -TA Page 4 of 7 0 18.96.030(6)(10): Lists the fill and removal activities identified in DCC 18.120.050, Fill and Removal Exceptions, that are permitted outright in the zone. 0 18.96.030(B)(11): Exception to flood plain zone standards if the location of development is located within the boundary of the Flood Plain Combining Zone but determined to be located outside of the Special Flood Hazard Area (aka 100 -year flood plain). • Section 18.96.040. Conditional Uses Permitted 0 18.96.040(A): Reference to the underlining primary zone to determine those uses that are permitted as conditional uses in the zone. 0 18.96.040(B): "Flood plain development" as a conditional use. As defined in Title 18, "flood plain development" means any man made change to improved or unimproved real estate, including, but not limited to, buildings or other structures, mining, dredging, filling, grading, paving, excavation or drilling operations, or storage of equipment or materials located within the area of special flood hazard. 0 18.96.040(C): Identifies conditional uses specific to the zone. • Section 18.96.070. Application for Conditional Use 0 18.96.070(A): Exception to the submission of flood elevation data if the proposal expressly precludes residential and non-residential construction in the flood plain area and reflects the change of the flood plain from a primary zone to a combining zone. • Section 18.96.080. Criteria to Evaluate Conditional Uses 0 18.96.080(A): Reflects the change of the flood plain from a primary zone to a combining zone. 0 18.96.080(B): Provides clarification that other state and federal agencies that are involved in the alteration and relocation of a water course shall be notified. 0 18.96.080(D)(3): Provides reference to Oregon Administrative Rule (OAR 340-071) applicable Oregon Department of Environmental Quality on-site waste disposal systems. 0 18.96.080(E)(4): Provides exception to the submission of flood elevation data if the proposal expressly precludes residential and non-residential construction in the flood plain area. 0 18.96.080(G): Reflects the change of the flood plain from a primary zone to a combining zone. 0 18.96.080(G)(2): Requires a comprehensive Maintenance Plan for nonresidential construction and an Emergency Action Plan (EAP) for the installation and sealing of the structure. 0 18.96.080(G)(3): Reformats the standards applicable to manufactured dwellings. File Nos. 247-17-000140-ZC / 141 -PA / 142 -TA Page 5 of 7 o 18.96.080(G)(6): Relief from elevation or floodproofing requirements for small accessory structures that are less than 200 square feet in area, one story, not temperature controlled, not used for human habitation, and several other use and design standards. This recognizes that the risk to human safety and property loss is relatively low for these structures and the additional design and cost associated with elevation and floodproofing is not warranted under these specific conditions and criteria. 0 18.96.080(G)(7): Construction of new critical facilities shall be, to the extent possible, located outside the limits of the Special Flood Hazard Area (SFHA). "Critical Facility," as proposed, means a facility for which even a slight chance of flooding might be too great. Critical facilities include, but are not limited to schools, nursing homes, hospitals police, fire and emergency response installations, installations which produce, use or store hazardous materials or hazardous waste. The purpose of this amendment is to prevent loss of or damage to these critical facilities due to flooding and increase likelihood the facilities are available during and after a flood event. 0 18.96.080(G)(8): Incidental storage of materials or equipment moved from section 18.96.040, conditional uses permitted. This use will continue to be regulated as a conditional use that is now defined generally as "Flood Plain Development." • 18.96.090: The more restrictive yard and setbacks requirements of the flood plain combining zone or the underlying primary zone(s) shall apply. 18.96.110: The dimension standards of the underlying primary zone(s) shall apply. (See Exhibit K for proposed amendment) E. Chapter 18.113. DESTINATION RESORTS ZONE The proposed amendment reflects the change of the flood plain from a primary zone to a combining zone. (See Exhibit L for proposed amendment) F. Chapter 18.116. SUPPLEMENTARY PROVISIONS • 18.116.220: Requires a conservation easement for the "Riparian Area" as part of any new land divisions of property adjacent to a river, lake, or stream. The expanded conservation easement provides additional protects for these sensitive areas by limiting development and alterations to the land. • 18.116.260/18.116.270: Reflect the change of the flood plain from a primary zone to a combining zone. (See Exhibit M for proposed amendment) G. Chapter 18.124. SITE PLAN REVIEW • 18.124.030: Reflects the change of the flood plain from a primary zone to a combining zone. File Nos. 247-17-000140-ZC / 141 -PA / 142 -TA Page 6 of 7 (See Exhibit N for proposed amendment) H. Chapter 18.28. CONDITIONAL USE • 18.128.200: Requires a management plan for the "Riparian Area" as part of any cluster development of property adjacent to a river, lake, or stream. The riparian area management plan provides additional protects for these sensitive areas by limiting development, uses, and alterations to the land. • 18.128.210: Requires a management plan for the "Riparian Area" as part of any planned development of property adjacent to a river, lake, or stream. The riparian area management plan provides additional protects for these sensitive areas by limiting development, uses, and alterations to the land. (See Exhibit O for proposed amendment) File Nos. 247-17-000140-ZC / 141 -PA / 142 -TA Page 7 of 7 4' e� v a 0 s. a �o �xXX ---------------a �U O a� W~ ,o X ejV W 64 69 69 69 69 cid a) ¢. 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This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. 3. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to iudithuLa).deschutes.org no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the fallowing: Contact Name: Todd Looby Organization Name: BendFilm Address: 1000 NW Wall Street City: Bend State: Oreson Zip Code: 97701 Telephone Number: 541-388-3378 Email Address: todd@bendfihn.org BendFilm 2017-18 Deschutes County Arts and Culture Grant Program Application Certification: On behalf of the organization specified above, I certify the following: 1. All information included in this application is accurate. 2. I am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity. Signature: Print Name: Todd Looby Title: Director BendFilm Date: September 27 h. 2017 BendFilm 2017-18 Deschutes County Arts and Culture Grant Program Application Application Questions Organization 1. Describe the history of the organization, including the year the organization was established. Founded as a 501(c)(3) organization in 2003, BendFilm believes that quality film exhibition and visual storytelling education stimulates intellectual curiosity, educates audiences about filmmaking, enhances Deschutes County's cultural integrity, inspires social action, and provides a vital economic benefit to Central Oregon. Through its activities across Deschutes County, BendFilm is educating and cultivating generations of citizens who will understand the value of independent art and engage with arts and culture in a variety of ways from an early age. BendFilm's board and staff have a proven record of success. Two board members have each served over three years and Director Todd Looby was hired in 2014 for his successful programming, management, and operations experience in the film, nonprofit, and commercial construction industries. Under Todd's leadership, BendFilm's annual revenue has increased by almost 30% due to success securing grants, sponsorships, memberships, festival sales, and a 300% increase in film submission revenue. In each of Todd's four years as the director, BendFilm has operated at a budget surplus and expanded its programmatic offerings. In addition, BendFilm recently re -hired former BendFilm Director, Erik Jambor, to develop and implement the BendFilm Festival program. Erik's successful 17 -year career of programming industry-leading festivals has improved the quality of BendFilm's offerings. Erik's experience running three festivals has helped Todd focus on improving operations, marketing, and development activities to ensure the success of the organization's sustainability and continued growth. BendFilm enlists the help of a committed volunteer corps annually. The Organization's list of volunteers grows annually and currently includes 600 individuals from throughout Deschutes County. Each year, BendFilm has over 220 individuals donate over 1,200 hours of combined time. Volunteers are vital to BendFilm's success as they manage venue queues, ticket sales, and special guest transportation in addition to donating their homes to host special guests and filmmakers. BendFilm's organizational stability, program improvements, and proven model work together to ensure that each year the Organization provides quality programs and educational services to residents and visitors across Deschutes County. BendFilm is committed to financial sustainability and recently completed a two-year strategic planning process that is currently being implemented. 2. State the organization's mission, goals, and programs or services provided. BendFilm's mission, goal statement, and programs include the following: Mission Statement: BendFilm celebrates the brave voice of independent cinema through films, lectures, and education. Goal Statement: BendFilm's primary goal is to establish itself as a top cultural organization in the Pacific Northwest with national recognition and reach. To this end BendFilm endeavors to lead Central Oregon in film and filmmaking education and exposure. BendFilm works tirelessly to be a strong partner in Deschutes County and bring national and international recognition to the region through its educational programming and the annual BendFilm Festival, which brings visitors from around the world each October for a premier arts experience. BendFilm Programs: The organization supports the following programs — BendFilm 2017-18 Deschutes County Arts and Culture Grant Program Application Annual BendFilm Festival: BendFilm will host its 14th annual Festival between October 12" and 15" of 2017. The Festival is BendFilm's cornerstone program and serves as the centerpiece through which the organization's annual educational programs flow. The festival showcases approximately 100 independent narrative, documentary, short, animated, northwest -produced, special topic, and student films each year. Throughout the festival, visiting filmmakers and jurors participate in public educational panels and post -screening talks. In addition, the Festival provides local filmmakers, musicians, and artists a venue through which to share their art by including screenings of short -films made by local filmmakers and live music from area musicians before features. The festival also provides space for local artists to display and sell their mixed media pieces in Festival venues. Filmmaking Instruction Proffram (FIPI: The FIF is an ongoing project that exposes youth to filmmaking. Many youth throughout Deschutes County and the region lack access to or even the knowledge that film might be an option for them as a hobby or career. This Program reaches these youth at school and in the community with the message that visual storytelling is available to everyone regardless of their circumstances. This educational program occurs outside of the Festival and serves aspiring filmmakers aged 11 to 18 throughout the Bend-LaPine School District and at the Boys and Girls Club of Bend. The FIP focuses on providing education regarding opportunities in visual content development, a field that has exploded in size over the last 30 years as countless new platforms have emerged demanding ever more visual content. In concert with this education, The FIP provides effective no -budget filmmaking techniques that help eliminate potential economic barriers to filmmaking, making the medium available to everyone. Future Filnunakets : The Future Filmmakers Program is BendFilm's premiere educational component and showcases the short films of 25 youth filmmakers throughout Deschutes County. The program is open to filmmakers of all ethnic and economic backgrounds and encourages youth to share their voices and talents through visual storytelling. Future Filmmakers was founded in 2006 by Michelle Alvarado of Wahoo Films and has grown to become a very popular part of the festival. This Central Oregon video contest is open to students in grades 5 through 12. The Program uses the BendFilm Festival to showcase the films of aspiring local talent. Each narrative short film is one to five minutes in length and is screened before the features during the Festival and throughout the year. During the Future Filmmaker Program competition, audiences vote to determine the winners for each competition, and the victors receive a cash prize. These young filmmakers also receive instruction from presenting festival filmmakers. A jury of film and video professionals also selects a Central Oregon -based winner of a cash prize. The jury provides each aspiring filmmaker feedback on their work and helps to mentor them as they develop their craft and share the stories of Central Oregon. 72 -Hour Filmmaker Scramble: In collaboration with ScaleHouse, BendFilm hosts an annual 72 - hour Filmmaker's Scramble video contest wherein up to 50 filmmakers of all ages will receive filmmaking mentoring and produce a short film in three days. Films are then screened and judged by audiences and professionals with winners chosen by both. All filmmakers receive valuable feedback from professional filmmakers to assist in honing their filmmaking skills. Touchntark Series: In 2016, BendFilm initiated a new program to bring cinema education to the residents of the Touchmark Senior Living Facility in Bend. This program entitled, "A Month of Sundays" consists of a series of four films screened at the facility coupled with a post -screening analysis of the films providing deeper insight into the genre of films screened. The goal of the Series is to provide access and visual arts education and discussion to Deschutes County residents who might otherwise not have the opportunity to engage in these activities. 2 BendFilm 2017-18 Deschutes County Arts and Culture Grant Program Application Comms pity Screeniggs Program: The Touchmark Series is part of 13 community screenings BendFilm hosts throughout the year. The films to be showcased at the year-round events are not otherwise publicly screen in Bend and serve to keep the excitement and educational aspects of the Festival going throughout the year. Many of these screenings are programmed to deepen public awareness of important issues and get viewers thinking and discussing social action. Panel discussions centered on the themes covered in the screened films and how they impact Deschutes County and the surrounding region follow each screening. Artist -in -Residence: BendFilm partners with Caldera Arts to host an annual Artist -in -Residence filmmaker. In 2017, filmmaker Jamie Howell has used his residency to work on his next screenplay and hosted filmmaking workshops with youth and community members from throughout the region. 3. Describe the leadership and structure of the organization. BendFilm Director, Todd Looby, and his professional staff of four oversee BendFilm's activities and programs while also managing BendFilm's volunteer corps. The Director reports to BendFilm's nine member Board of Directors. The Board is made up of local stakeholders and helps to guide BendFilm and support its mission. The BendFilm Advisory Board is made up of 12 community members and provides valuable assistance to all aspects and activities of the Organization. Program Proiect, or Activity 1. Provide a title of the proposed initiative for which funds are being requested. The BendFilm Festival Marketing, Education, and Expansion Program 2. Indicate the dollar amount requested for a grant BendFilm is respectfully requesting $10,000 in Deschutes County Arts & Culture Grant Program funding. 3. Describe the goals and objectives of the proposed initiative. The overarching goal of the BendFilm Festival Marketing, Education, and Expansion Program is to increase awareness and attendance for the BendFilm Festival and drive increased education, cultural awareness, and economic activity within Deschutes County. This will be accomplished by enhancing outreach and education regarding BendFilm offerings while expanding Festival related activities to additional locations throughout the County. The Program directly addresses all three objectives of the Deschutes County Arts & Culture Grant Program as it will: 1) increase arts and culture opportunities in Deschutes County; 2) make arts and culture education available to County residents, and 3) contribute to the local economy. 4. Identify the target population which will be served. The BendFilm Festival Marketing, Education, and Expansion Program will serve all residents of Deschutes County while targeting potential visitors from throughout the region and state as well as nationally and internationally to the County. S. Identify the geographic area(s) of Deschutes County which will benefit. All of BendFilm's activities and programs are designed to benefit the entirety of Central Oregon culturally, financially, and educationally. While The BendFilm Festival Marketing, Education, and BendFilm 2017-18 Deschutes County Arts and Culture Grant Program Application Expansion Program will primarily serve areas around Sisters and Redmond, it is anticipated to provide the benefits of outreach, education, and increased tourism dollars throughout the County. 6. Describe how the proposed initiative will positively impact the community and complement existing services currently provided by Deschutes County. The BendFilm Festival is Bend's longest running cultural event and has inspired the creation of other cultural organizations and events. Each October BendFilm kicks -off what the local travel organization, Visit Bend, has branded the, "10th Month: Bend, Oregon's month-long celebration of ideas and innovation" when several Bend -based cultural organizations will host events and conventions. 10th Month was initiated to boost fall tourism—increasing the economic impact of the annual BendFilm Festival. Each year, the BendFilm audience helps area businesses survive the lean "shoulder months" of October and November by contributing approximately $770,000 to the local economy during the fall tourist season lull. The BendFilm Festival Marketing, Education, and Expansion Program will complement the Festival and multiply its impact throughout the County by expanding outreach, education, and Festival activities. 7. Describe in detail how the proposed initiative will be implemented. The BendFilm Festival Marketing, Education, and Expansion Program is made up of two specific activities. Activity one is expansion of BendFilm Festival offerings into Sisters and Redmond, Oregon. This expansion will include screenings and educational activities at the Sisters Movie House and Redmond Cinema. The planned expansion will provide access to Festival activities and offerings available to populations who would likely otherwise not be able to attend. Activity two includes additional outreach and marketing to support the expansion and drive visitors and residents to the satellite events. It will also include outreach material designed specifically to educate Deschutes County regarding the importance of film and visual storytelling as an art form as well as film's capacity to serve as a cultural record and bring communities together around common interests. These materials will also provide information regarding BendFilm's educational and other offerings and contact information for those interested in participating. With the assistance of Deschutes County Arts & Culture Grant Program funding, BendFilm will leverage its relationships throughout the County to implement the Festival expansion at satellite locations. The Organization will also use its existing marketing resources in concert with grant funding to serve as a force multiplier as it expands outreach in support of the expansion throughout the County and beyond. 8. Describe specifically how the requested funds will be used. Deschutes County Arts & Culture Grant Program funding will be used to expand BendFilm's marketing reach and offer the addition of festival film screenings in Sisters and Redmond, Oregon. Funding will combine with BendFilm's existing marketing resources to support an outreach campaign including online, print, and physical media targeted to reach residents throughout the County as well as draw visitors regionally, statewide, nationally, and internationally to the Festival expansion. A portion of grant funding will help offset the cost of exhibition in Sisters and Redmond. 9. Identify any partner agencies which will collaborate to implement the proposed initiative. BendFilm regularly collaborates with local cultural organizations and for-profit businesses. Most of the Organization's collaborations take place during screenings throughout the year. For these events, organizations including Cascades Academy, Deschutes Public Library, and World Muse co -host film 4 BendFilm 2017-18 Deschutes County Arts and Culture Grant Program Application screenings and contribute to post -screening discussions and education relating the film to their core missions. Community -building is an important BendFilm guiding principle. In the past 24 months, BendFilm has collaborated with organizations including Central Oregon Community College, JBarJ Youth Services, the Jefferson County Cultural Coalition, the Deer Ridge Correctional Facility, the Oregon Youth Challenge, the City of Bend, and Bend 2030 to provide services. BendFilm anticipates leveraging these partnerships, connections with the Sisters Movie House and Redmond Cinema, as well as those with the Cities of Sisters and Redmond to implement the expansion and support the BendFilm Festival Marketing, Education, and Expansion Program. 10. Describe how County funds will be used to leverage other sources of funding to support the proposed initiative. As part of BendFilm's recently completed strategic planning process, the Organization has an aggressive grant, donor, and sponsorship development plan in place. Through this Program, BendFilm will use Deschutes County Arts & Culture Grant Program funds to expand the Organization's footprint and convert additional recognition of the Festival and BendFilm's other offerings into leverage in securing additional funds from local, regional, state, and national sources. Performance Measurement I. Identify quantifiable outputs anticipated to be achieved through the proposed initiative (examples: number of persons in attendance and/or number of classes or events held). Quantifiable outputs of the BendFilm Festival Marketing, Education, and Expansion Program include increasing the number of screenings and educational offerings in Sisters and Redmond as well as expanded outreach and marketing of the expansion and BendFilm offerings overall. In turn, these outputs will drive increased awareness, attendance, knowledge, and, ultimately, additional revenue both to BendFilm and its partners as well as to Deschutes County businesses. 2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and understanding of the arts or cultural topics). As mentioned in 1. above, The BendFilm Festival Marketing, Education, and Expansion Program will result in: 1) increased awareness of BendFilm and its programmatic offerings; 2) increased knowledge and understanding of the importance and opportunity contained within the art of filmmaking and visual storytelling; and 3) increased access to BendFilm's educational activities. 3. Estimate financial impact to the local economy as a result of the proposed initiative. In the short-term, BendFilm estimates that $10,000 in Deschutes County Arts & Culture Grant Program funding supporting the BendFilm Festival Marketing, Education, and Expansion Program will combine with existing resources/partnerships to return $50,000 to $100,000 in overall economic activity across Deschutes County in 2018 as a result of an increased number of visitors and attendance. The longer term benefits of Deschutes County Arts & Culture Grant Program support is harder to quantify, though it has the potential to be substantial as residents eyes are opened to potential career choices, creating and selling art, further patronizing cultural and art events, as well as becoming more engaged in arts and culture over a lifetime. From this frame of reference the long term potential for this Program to meet the three objectives of the Deschutes County Arts & Culture Grant Program is truly unlimited. INTERNAL REVENUE SERv.LCE P. O. BOX.2510B,-o CINCINNATZ,.'OH 45201 Date: I -APR 2 3 2008 BENDFILM 520'SW POWERHOUSE STE 628 BEND, OR 97702 i DEPARTMENT OF THE TREASURY Employer Identification Number: 20-0155231 DLN: 17053103716028 Contact Person: GINGER L JONES ID# 31646 Contact Telephone Number: (877) 829-5500 Public Charity Status: 170 (b) (1) (A) (vi) Dear Applicant: Our letter dated October 2003, stated you would be exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code, and you would _ be treated as a public chapity, rather than as a private foundation, during an advance ruling period.. Based on the information you submitted, you are classified as a public charity under the Code section listed in the heading of this letter. Since your exempt status was not under consideration, you continue to be classified as an organization exempt from Federal income tax under section 501(c)(3) of the Code. Publication 557, Tax -Exempt Status for Your Organization, provides detailed information about your rights and responsibilities as an exempt organization. You may request a copy by calling the toll-free number for forms, (800) 829=3676.' Information is also available on our Internet Web Site at www.irs.gov. if you have general q,ae$t'ions about exempt organizations, please call our toll-free number shown in the heading. Please keep this letter in your permanent records. We -have sent'a dopy'of-this letter to your representative as indicated in your power of attorney. Sincerely yours, Robert Choi Director, Exempt Organizations Rulings and Agreements Letter 1050 (DO/CG) 5429511/091201611:5 AM IRS e -file Signature Authorization OMB No. 1545-1870 Form 8879 -EO for an Exempt Organization For calendar year 2015, or fiscal year beginning .. , . ... , , 2015, and ending .. . 20 2015 • Do not send to the IRS. Keep for your records. Department of the Treasury r....., oa71Lr:A and tin inrtruntionS is at www.irs.00v/form6879eo. lWernai Revenue Sa*v11;e ------------------- _ ___ _ ___.._. Name of exempt organization Employer Identification num r BENDFILM, INC J 20-0155231 Name and tile of officer ANTONIO GIANIM TA) GATTO PRESIDENT Part I Type of Return and Return Information (Whole Dollars Only Check the box for the return for which you are using this Form 8879 -EO and enter the applicable amount, if any, from the return. If you check the box on line 1 a, 2a, 3a, 4a, or 5a, below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, or 5b, whichever is applicable, blank (do not enter -0-). But, If you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than 1 line in Part i. 2901173 1a Form 990 check here 00, ®b Total revenue, if any (Form 990, Part VIII, column (A), line 12) ib 2a Form 990 -EZ check here ► ❑ b Total revenue, if any (Form 990 -EZ, line 9) 2b 3a Form 1120-POL check here ► ❑ b Total tax (Form 1120-POL, line 22) 3b 4a Form 990 -PF check here ► ❑ b Tax based on investment income (Form 990 -PF, Part VI, line 5) 4b 5a Form 8868 check here ► ❑ b Balance Due (Form 8868, Part I, line 3c or Part 11, line 8c) 5b Part IIDeclaration and Signature Authorization of Officer Under penalties of perjury, I declare that I am an officer of the above organization and that I have examined a copy of the organization's 2015 electronic return and accompanying schedules and statements and to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the organization's electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (Ii to send the organization's return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the organization's federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the organization's electronic return and, if applicable, the organization's consent to electronic funds withdrawal. Otficer's PIN; check one box only ® I authorize SGA CPAS & CONSULTANTS, LLP to enter my PIN 12345 as my signature ERO firm name Enter five numbers, but do not enter all zeros on the organization's tax year 2015 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return's disclosure consent screen. ❑As an officer of the organization, I will enter my PIN as my signature on the organization's tax year 2015 electronically tiled return. If I have indicated within this return that a copy of the return is being tiled with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return's disclosure consent screen. 0e. K 11/01/16 Part III Certification and Authentication li EFIN/PIN. Enter your six -digit electronic filing identilication 93064612345 number (EFIN) followed by your five-dlgft self-selected PIN. do not enter all zeros I certify that the above numeric entry is my PIN, which is my signature on the 2015 electronically filed return for the organization indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e -File (MeF) inf—atinn fnr authnrl7ad IRS e -file Providers for Business Returns. Date 0 ER05 signature s 11/01/16 ERO Must Retain This Form—see msifrucifons Do Not Submit This Form To the IRS Unless R uested To Do So For Paperwork Reduction Act Notice, see back of form. Form 8879 -EO =15) DAA 54296 1IM12015 11:51 AN Return of Organization Exempt From Income Tax WE \10.I Form a a90 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 2015 ♦ Do not enter social security numbers on this form as it may be made public. Open to Public Department of the Treasury Internal Revenue service • Information about Form 990 and its instructions is at wwwdrs. ov/fot1n990. inspection A For the 2015 calendar year, or tax year Winning and ending D Employer itlentlflcetlon number C Name of organization $ Check f : F] Ad:lress change BENDFILM, INC. Doing business as 20-0155231 er ® K"- chargeNumoer ono street (or P.O. box it mail is not delivered to street atltlreas) RocmIsui[e E Telephone numbM 541-388-3378 Initial return 1000 NW WALL ST STE 260 IeNfN Clry or town, state or province, country, and ZIP or foreign postal code ❑Final °""" o BEND OR 97701 G Cooss s 296,391 Amerbed Ism F Name rmd aodress of principal officer: H(a) Is t s etlm for s y Yes a group r ® No t per fig ANTONIO GIANCARLO GATTO HIM included? F] Yea No Are all subordinates 1000 NW BOND ST, STE 260 BEND OR 97701 If "No," attach a list (see insiruc7ons) I Tax-exertmpt status: 4947(8)(t) or 527 J webelte: ♦ BENDFILM.ORG H(c) Geoun exemp on number OR K end 2• Ttat Ammon Oho • 4 Yearof ftxrridOn' 2003 M d dorrdate: Part I Stemma 1 Briefly describe the organization's mission or most significant activities: BENDFILM CELEBRATES THE BRAVE VOICE OF INDEPENDENT CINEMA THROUGH FILMS LECTURES AND EDUCATION. 2 Check this box • D it the organization discontinued its operations or disposed of more than 25°l0 of its net assets. x002 3 Number of voting members of the governing body (Part VI, line 1a) 3 9 °d at 4 Number of independent voting members of the governing body (Part VI, line tb) 4 9 5 Total number of individuals employed in calendar year 2015 (Part V, tine 2a) 5 2 1i6 a Total number of volunteers (estimate if necessary) 6 260 0 7a Total unrelated business revenue from Part VIII, column (C), line 12 to 0 b Net unrelated business taxable income from Form 990-T, line 34 _ . .. _ ... .... 7b Prior Year Current Year 104 297 159,983 8 Contributions and grants (Part VIII, line 1h) 112 091 121, 3 33 9 Program service revenue (Part VIII, line 2g) ....... .. ... ... 222 265 10 Investment Income (Part VIII, column (A), lines 3, 4, and 7d) 8,592 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8e, 9c, 10c, and iia) 9,201 12 Total revenue — add lines 6 through 11 must equal Part VIII, column (A), line 12 225,811 290,173. 500 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 0 14 Benefits paid to or for members (Part IX, column (A), line 4) 61,739 78,728 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 16a Professional fundraising fees (Part IX, column (A), line 11 e) , 0 b Total fundraising expenses (Part IX, column (D), line 25) • 15, 315 123,227 175,006 17 Other expenses (Part IX, column (A), lines 11a-11 d, 11f -24e) 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 184,966 254,234 19 Revenue less expenses... Subtract line 18 from line 12 40,845 35t939 End Year b of Current Year _ of 200 634 236,984 20 Total assets {Part X, line 16) _ 0 411 21 Total liabilities (Part X, line 26) _ _ 200 634 236,573 22 Net assets or fund balances. Subtract line 21 from line 20 , Part I1Si nature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Sign Signature of officer Date Here ' ANTONIO GIANCARLO GATTO PRESIDENT Type or print name and title Print/Type preparers name Preperer'e signature Date Check $ it PT1N Paid BRENDA H. BARTLETT self-employed P00273868 Preparer r,rm,c came a SGA CPRS a CONSULTANTS LLP Frm'a Elea 20— Use Only 499 SW UPPER TERRACE DR Firm's addrasa N BEND, OR 97702 Phone no. 541-388-7888 May the IRS discuss this return with the preparer shown above? (see instructions) X Yes No For Paperwork Reduction Act Notice, see the separate Instructions. Form 990 (2075) DAA BendFilm 2018 Budget Revenue 2110 Submission Fees $ 40,000.00 2120 Membership $ 18,850.00 2200 Fundraising $ 18,500.00 2210 Fundraising Event Revenue $ 14,000.00 2310 Sponsorship $ 85,000.00 2400 Festival Revenue $ 90,365.00 2500 Other Programs Revenue $ 5,500.00 2700 Merchandise Revenue $ 5,700.00 3140 Grants $ 52,000.00 4300 Miscellaneous Income $ 200.00 5200 Services $ - 5300 Uncategorized Income $ - Education Programs $ 150.00 Interest Income $ " Total Revenue $330,265.00 Expenditures 3000 Compensation Expense $ 137,215.00 4000 Overhead Expense $ 35,804.00 5000 Operations Expense $ 800.00 5030 Festival Marketing & Promotion $ 29,000.00 5031 Banners/Graphics $ 500.00 6100 Festival Programing $ 60,500.00 6110z HUMAN RESOURCES $ 100.00 6200 General Festival Expense $ 8,500.00 6300 Festival Venue Expense $ 20,000.00 6460 Venue Related Expense $ 1,000.00 6480 Parties $ 9,500.00 6490 Volunteer Expense $ 5,000.00 6500 Education Expense $ 500.00 7000 Other Program Expense $ 4,000.00 7100 Merchandise Expense $ 7,000.00 7200 Ticketing Expenses $ 850.00 7400 Fundraising Event Expense $ 9,500.00 Event (Non -Festival) Expense $ 250.00 Total Expenditures $ 330,019.00 Net Operating Revenue $246.00 Other Revenue 7300a OTHER INCOME $ 220.38 Total Other Revenue $ 220.38 Other Expenditures 8300 Other Expense $ 95.00 Total Other Expenditures $ 95.00 Net Other Revenue $ (30.38) Net Revenue 276.38 BendFilm 2018 Proposed Festival Budget Revenue 2110 Submission Fees $ 36,200.00 2120 Membership $ 18,065.00 2200 Fundraising $ 17,300.00 2210 Fundraising Event Revenue $ - 2310 Sponsorship $ 72,000.00 2400 Festival Revenue $ 78,628.50 2500 Other Programs Revenue $ - 2700 Merchandise Revenue $ 3,200.00 3140 Grants $ 50,500.00 4300 Miscellaneous Income $ 2,200.00 5200 Services $ - 5300 Uncategorized Income $ - Education Programs $ 150.00 Interest Income $ - Total Revenue $ 278,243.50 Expenditures 3000 Compensation Expense $ 110,172.00 4000 Overhead Expense $ 29,843.20 5000 Operations Expense $ 600.00 5030 Festival Marketing & Promotion $ 27,650.00 5031 Banners/Graphics $ 300.00 6100 Festival Programing $ 59,446.00 6110z HUMAN RESOURCES $ 40.00 6200 General Festival Expense $ 6,500.00 6300 Festival Venue Expense $ 16,500.00 6460 Venue Related Expense $ 500.00 6480 Parties $ 8,500.00 6490 Volunteer Expense $ 2,400.00 6500 Education Expense $ 150.00 7000 Other Program Expense $ - 7100 Merchandise Expense $ 5,000.00 7200 Ticketing Expenses $ 325.00 7400 Fundraising Event Expense $ - BendFilm Festival Marketing, Education, and Expansion $ 10,000.00 Event (Non -Festival) Expense $ 200.00 Total Expenditures $ 278,126.20 Net Operating Revenue $ 117.30 Other Revenue 7300a OTHER INCOME $ 260.86 Total Other Revenue $ 260.86 Other Expenditures 8300 Other Expense 378.00 Total Other Expenditures Net Other Revenue $ 378.00 -$ 117.14 Net Revenue $ 0.16 BENDFILM 9 a celebration of independent cinema BendFilm Board of Directors List and Affiliation Name company / Job Title Phone Affiliation A. Giancarlo Gatto First Interstate Bank Mortgage 856.816.6327 President Broker Kirsten Hostetler Central Oregon Asst. Professor, 217.414.9083 Secretary Community College Library Science Matt Sybrant ToroMoto Owner 541.610.7563 Treasurer Kaari Vaughn At Liberty Arts Operations 541.610.8180 Collaborative Manager Charlie Thiel Charlie Thiel Owner, 843.437.2232 Photography Photographer Laurie Halter Charisma! Owner 503.816.2474 Communications Denise Naylor L.I.F.T. - Legendary Director of 801.910.4001 Indoor Fitness Operations Training Darcy Diamond Production Squad, Executive 510.912-5299 Inc. Producer / Owner Bob Reininger Blackstone Financial CEO 541.617.7020 Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: This cover sheet, signed and dated. Narrative responses to the attached questions on no more than five single -sided, single-spaced. pages. Attachments: a. Proofof the organization's 501(c)(3) tax-exempt status in the form of letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically touci 3ithii(a deschutcs.o:-=! no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: Organization Name: 5 Cac� i ova 0� )YI„� C Address: a i s v� �( City: � t� - VI c�. � State: U R ®� Zip Code: Telephone Number: L S j — 3 2 (9 ica (p Email Address: GA A10, s, C Certification: On behalf of the organization specified above, I certify the following: I . All information included in this application is accurate. 2. I am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity. c Signature: Print Name: l `�+ e- Title: V i c ec"or crP V) PewA o pwti evvl Date: J 'e V ; Vv- b DESCHUTES COUNTY ARTS AND CULTURE GRANT PROGRAM (5 pages) ABOUT CASCADE SCHOOL OF MUSIC: Cascade School of Music (CSOM) was founded as a non-profit 501 C-3 in 2002 with 50 students, to provide high quality, affordable & engaging music education programs in Central Oregon. CSOM now offers group and Individual lessons, performance ensembles, master classes, workshops, and recitals for over 500 students of all ages and abilities. CSM's 30 Instructors are active in the music industry; many are musicteachers in local schools as well. Instructors offer private and group instrumental instruction on Violin, Cello, Viola, Bass, Guitar, Electric Bass, Mandolin, Banjo, Ukulele, Piano, Harp, Flute, Clarinet, Sax; performance ensemble opportunities, including chamber music and the Rock U band; and individual instrumental and vocal instruction. CSOM school operates year-round neardowntown Bend. At present, the school's population is 15% Kindermusik (pre -K, ages 1-5),65% Youth (ages 6- 18) and (20% adult). Programs are fee-based; tuition assistance is available to all youth and adult students who apply forit and meet the eligibility criteria. Mission: CSM builds community through music, byoffering a continuum of exceptional music education programs and community performances for students of all ages, skill levels and socio-economic backgrou nds. Music contri butes to the transformation of lives and enrichment of the culture, diversity and quality of life In Central Oregon. We have a 100% track record of providing tuition assistance and loaning instruments to students in need. In some cases, free! Our Goals: In addition to the above mission statement, our goal is to restore music opportunities to Central Oregonians. The elementary schools in Central Oregon gutted music and arts programs when the great recession in 2007 commenced and they have not been restored. As the only music school in Central Oregon to offer lessons to anyone regardless of their ability to pay, we are proud to be offering outreach performances & programs, wherever possible, to underserved in our community, including the elderly at retirement facilities, Latino Community Association, REACH in Redmond, Bend Boys and Girls Club, Relief Nursery and the "Awesome Afterschool Orchestra" at Bear Creek Elementary School, a Title 1 school with 100% poverty, 34% English as a Second Language, 11 % learning or physically disabled. PROGRAMS: CSOM's 30 Instructors are active in the music industry; many are music teachers in local schools as well. Instructors offer group instrumental instruction on Violin, Cello, Viola, Bass, Guitar, Electric Bass, Mandolin, Banjo, Ukulele, Piano, Harp, Flute, Clarinet, Sax; perhm anmensemble opportunities, including chamber music and the Rock U band; and individual instrumental and vocal instruction. Leadership and Structure of Program: Trish Allehoff: Executive Director Carly Moritz: Registrar Kathleen "Kate" Hann!: Development Director We have 30 Faculty who teach, run master classes and performance ensembles We have a working Board of Directors, and a top notch Advisory Board who contribute their time & talent to ensuring our success. Title of Initiative: "Dream Catchers Outreach Performance Program" Dollars Requested: $10,000.00 Goals and Objectives of Initiative: Cascade School of Music (C SOM) requests $10,000.00 for DREAM CATCHERS" Outreach Performances Gay 4 partner organizations that inclu de under -served, diverse, pre -k & elementary school age children. Purpose: to expose children to music & playing an instrument & invite them to take lessons regardless of their ability to pay. We will also provide they and their parents information on CSOM &tuition assistance programs as well as how parents can support their children on their musical jo umey. Target Population: Underserved, diverse communities; partner programs in Central Oregon including the Latino Community Association, REACH (Formerly Boys and Girls Club of Redmond), Relief Nursery and Boys and Girls Club of Bend, Oregon. Identify the geographic area(s) of Deschutes County which will benefit: Children from all areas in Deschutes County attend these 4 partner programs. Goal is to inspire students who attend our chosen outreach partners, from every town and rural area in Deschutes County by exposing them to music and offering tuition assistance lessons to those who desire them. 6. Describe how the proposed initiative will positively impact the community and complement existing services currently provided by Deschutes County: The need for music education was identified in 2007 when the economy collapsed & Central Oregon Public Elementary schools gutted all music programs; leaving a gaping hole in creative self-expression for youth in Deschutes County. Our outreach programs directly impact pre -K & elementary age school children who attend programs & after school programs that are ethnically diverse, age & socio- economically diverse & under served. We respond to need by offering outreach performance ensembles, mostly youth participants, many on tuition assistance; performing for under -served youth & allowing them to be exposed to musical performance art & inviting them to join us at Cascade School of Music to learn to play an instrument. The results when a child takes up an instrument in terms of their confidence, their ability to handle stress, their grades usually improve & they can fully creatively express themselves. Impact: Children who listen to & learn to play an instrument: 1)Increase Memory Skills 2) Teaches Perseverance and Creates a sense of achievement 3) Improves Coordination 4) Improves Math Skills 5) Improves Reading and Comprehension Skills 6) Creates Responsibility 7) Exposes children to cultural and arts history 8) Nurtures Creative Self Expression 9) improves Listening Skills 10) Improves Social Skills The impact on the community will be that less children enter the penal system, children grow up playing instruments & appreciating music and they take over where the older musicians are retiring (without which could leave huge gap in musical arts in Bend in 20 years). 7. Describe in detail how the proposed initiative will be implemented. (See Question 8 answers for more detailed breakdown): We will continue our program at Bend Boys and Girls Club, and install a once per quarter program at Relief Nursery, 1 per month during school year at REACH of Redmond, and a broader program for Latino Community Association. For the summer, we will have weekly programs for the Latino Community Association at our facility which will allow them to learn songs to sing in Spanish and English, build their own tambourine, learn to read and play rhythm instruments and sight read notes both melodically and rhythmically; AND THE BEST PART IS they will be invited to take individual and class lessons on an instrument of their choosing, and given information in English and Spanish to take home to their parents inviting them to take lessons and explaining our tuition assistance programs and how to qualify for them. 8. Describe specifically how the requested funds will be used. This includes Operating Budget! Mountain Star Relief Nursery CSM will provide a musical classroom experience for students and their parents during Mountain Star Family Night utilizing the internationally acclaimed Kindermusik curriculum. Student/Parent will receive a small (hand-held) age-appropriate instrument to take home, along with printed materials to aid-in/encourage learning at home. 4 classes per year Two hours per class 3 Faculty @ $50 per hour $300 per class Instruments/Materials to give away $100 per class Total per class $400 Annual $1600 REACH CSM will bring one of 10 different performance ensembles to perform for the students of REACH. Each performance will be followed up with a musical experience where students will be able to put their hands on a variety of instruments (everything from a Marimba to an Egg Shaker, Guitar to a Trombone) or sing with a choir, and enjoy the experience of a music class. Student will receive a small (hand-held) age-appropriate instrument to take home, along with printed materials to aid in/encourage learning at home. 8 classes per year (January - December) - No summer program One hour per class 4 Faculty @ $50 per hour (2 hours faculty time to accommodate for drive) $400 per class Instruments/Materials to give away $100 per class Total per class Annual Latino Community $500 $4000 CSM will bring one of 10 different performance ensembles to perform for the children of the Latino Community. Each performance will be followed up with a musical experience where students will be able to put their hands on a variety of instruments (everything from a Marimba to an Egg Shaker, Guitar to a Trombone) or sing with a choir, and enjoy the experience of a music class. Student will receive a small (hand-held) age-appropriate instrument to take home, along with printed materials to aid-in/encourage learning at home. Beginning in mid June and through August, students participating in the Latino Community summer program will attend a weekly music class at CSM. All materials will be printed in Spanish and English and will invite children to take lessons, group classes and explain our tuition assistance program to their parents. 8 classes per academic year (January - December) 10 summer classes Two hours per class Academic 4 Faculty @ $50 per hour $400 per class Academic - Instruments/Materials $100 per class Summer 2 Faculty @ $50 per hour $200 per class Summer - Instruments/Materials $400 total Total per class - Academic $4000 Total per class - Summer $2400 Annual $6400 Boys & Girls Club CSM provides a weekly one hour, early childhood music class to students of the Boys & Girls Club. This is an existing program which we will be able to continue with matching funds through the 2018 calendar year. 36 classes (January - May, then September - December) One hour per class 1 Faculty @ $50 per hour $1800 No instruments/materials provided $1800 Annual Promotional Video Professional video featuring student and parent testimonials, classroom activities, performances, etc. to assist in sharing the Cascade School of Music mission to provide music education to all, regardless of their ability to pay. Video will have an anticipated shelf life of three years. Our video producer is a "friend" of our school and has discounted his price for us. The video will be in English and a 2nd version with Spanish subtitles. Total $200 TOTAL $14000 9. Identify any partner agencies which will collaborate to implement the proposed initiative. Boys and Girls Club of Bend, Latino Community Association, REACH, Relief Nursery. They are confirmed and are hoping we can fulfill the program! 10. Describe how County funds will be used to leverage other sources of funding to support the proposed initiative. Should we receive the 10,000 -grant requested, we have pledged matching funds of $5,000.00 for 2018, from a father whose autistic son takes drum lessons at our school & who is the drummer in a performance ensemble. He felt that the performance ensemble so helped his son he wanted others to have the opportunity, but we must match his funds. Without matching funds, we would be forced to decline/or return these matching funds allocated for 2018. Performance Measurement: 1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative (examples: number of persons in attendance and/or number of classes or events held). Enrollment for our Tuition Assisted and non -tuition assisted lessons will increase by 20% per year meaning an additional 100 students per week will be enrolled in a musical learning experience (private lessons, classes, performance ensembles) gaining great confidence and being creatively self -expressed. As a result, within 2 years we'll have greater enrollment in, and at least 3 new performance ensembles (adding to our existing 10). 2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and understanding of the arts or cultural topics). By introducing marginalized and underserved populations to music performance and music education we know what the outcome will be. The outcome is children being fully self -expressed, confident, full of possibility and creative self-expression. Their instrument becomes their friend in times of stress, need, joy or heartache. 3. Estimate financial impact to the local economy as a result of the proposed initiative: Ultimately getting a child involved in taking music lessons, keeping their minds and hands busy with creative self-expression, and giving them a chance at performance with an ensemble is "priceless." Quantification in dollars estimate: Housing a person in Deschutes County Jail is 92.00 per night and 1.25 per meal. Average daily population is 260 and average stay is 90 days. Only 10% of inmates play an instrument. 56% of adults not in jail play an instrument. So, the dollar savings is potentially 2.31 million dollars per year in keeping people out of the penal system. Other potential impacts: Kids who play music do better in school, they are more likely to go to college, they are more likely not to enter the penal system; these advantages both enhance the quality of life in Central Oregon, and save taxpayers money in that we'll have a brighter, more diverse adults & a continuation of music performances in the Deschutes County area for years to come! ,r Department of the Treasury IRS Internal Revenue Service CINCINNATI ON 45999-0038 CASCADE SCHOOL OF MUSIC 200 NW PACIFIC PARK LN BEND OR 97703 024213 Employer ID Number: 03-0409118 Form 990 required: YES Dear Taxpayer: In reply refer to: 0248254921 Aug. 17, 2017 LTR 4168C 0 03-0409118 000000 00 00017058 BODC: TE This is in response to your request dated Aug. 08, 2017, regarding your tax-exempt status. We issued you a determination letter in January 2003, recognizing you as tax-exempt under Internal Revenue Code (IRC) Section 501(c) (3) . Our records also indicate you're not a private foundation as defined under IRC Section 509(a) because you're described in IRC Sections Sections 509(a)(1) and 170(b)(1)(A)(ii). Donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106, and 2522. In the heading of this letter, we indicated whether you must file an annual information return. If a return is required, you must file Form 990, 990 -EZ, 990-N, or 990 -PF by the 15th day of the fifth month after the end of your annual accounting period. IRC Section 60330) provides require annual information return or notice that, if you dant file a for three consecutive years, your exempt status will be automatically revoked on the filing due date of the third required return or notice. For tax forms, instructions, and publications, visit www.irs-gov or call 1 -800 -TAX -FORM (1-800-829-3676). If you have questions, call 1-877-829-5500 between 8 a.m. and 5 p.m., local time, Monday through Friday (Alaska and Hawaii follow Pacific Time). CASCADE SCHOOL OF MUSIC 200 NW PACIFIC PARK LN BEND OR 97703 0248254921 Aug. 17, 2017 LTR 4168C 0 03-0409118 000000 00 00017059 Sincerely yours, Kim A. Billups, Operations Manager Accounts Management Operations 1 1orm990 Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private QS foundations) oepenrent of the Treesary Iii, Do not enter social security numbers on this form as it may be made public R Information about Form 990 and its instructions is at www IRS.goy/lorm990 rmerrx R000wo Smxo A For the 2015 tatendar vear, or tax=r C Name of organrzatlon CASCADE SCHOOL OF MUSIC B Check If applicable r Address change COMMUNITY, REGARDLESS OF THE F_ Name change Doing business as r Initial return Date Number and street (or P O box 200 NW PACIFIC LANE Final r retum/terminated Amended return City or town, state or province, (— Application pending BEND, OR 97703 F Name and address of Pont/ I ype preparers name A or ncipal officer I Tax-exempt status r 501(c)(3) r Sow) () 4 (insert no ) r 4947(a)(1) or r 527 3 Website: IP- Www cascadeschoolofmusic org It Fnrm of n,mantaatiun r Corpotahon r Trust r Association r Other MB No 1545-0 2015 D Employer identification number o3-0409118 E Telephone number (541)382-6866 G Gross receipts $ 528,958 H(a) Is this a group return for subordinates? rYes rNo HIM Are all subordinates ryes rNo included? If "No," attach a list (see instructions) H(c) Group exemption number ► L Year of formation 2002 M State of legal domicile OR • . Summery preparer has any knowledge 1 Briefly describe the organization's mission or most significant activities PROGRAMS TO THE CENTRAL OREGON COMMUNITY, REGARDLESS OF THE 201610.13 PROVIDING QUALITY MUSIC EDUCATION PARTICIPANT'S ABILITY TO PAY TO DO THIS,THE SCHOOL OFFERS GROUP MUSIC INSTRUCTION THAT IS Date Here DRAMATICALLY LESS EXPENSIVE THAN PRIVATE INSTRUCTION y U Pont/ I ype preparers name Preparers signature Lisa Ihander Date Check �✓ If self-employed TIN p00051O02 C Paid 2 Check this box hj— if the organization discontinued its operations or disposed of more than 25% of its net assets Preparer Firn's address f 13Y NW HAWTHORNE AVE SIE 106 Phone no (541) 633-7690 Use Only y 3 Numberofvoting members ofthe governing body (Part VI,Ime la) . 3 7 y_ 4 Number of independent voting members of the governing body (Part VI, line Sb) . . 4 7 For Paperwork Reduction Act Notice, see the separate instructions. 5 Total number of individuals employed in calendar year 2015 (PartV, line 2a) 5 33 v q. 6 Total number of volunteers (estimate if necessary) . . . . . . . . . . . 6 5 7o Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . 7a 0 b Net unrelated business taxable income from Form 990-T, line 34 76 Prior Year Current Year 118,561 76,054 6 Contributions and grants (Part VIII, line Ili) . . . . . . . . . 388,618 -__411,408 9 Program service revenue (Part VIII, line 2g) . . . . . . . . 2 _._......_ l i C 10 Investment Income (Part VIII, column (A), Imes 3, 4, and 7d) 25,827 30,267 y6. 11 Other revenue (Part VIII, column (A), lines 5, 6d, Bic, 9c, 10c, and Ile) 533,008 517,740 12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 0 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3 ) . 0 14 Benefits paid to or for members (Part IX, column (A), line 4) . . . . . 386,942 415,953 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines ( 5 -SO) 0 w line lie . . . i6a Professional fundraising fees (Part IX, column (A), ) � b Total fundraising expenses (Part IX, column (D), line 25) 0-101045 113,056 17 Other expenses (Part IX, column (A), lines 1Ia-ild, lif- 24e) . . . . 96,099 483,041 529,009 18 Total expenses Add lines 13-17 (must equal Part IX, column {A), line 25) 49,967 -11,269 19 Revenue less expenses Subtract line 18 from line 12 N Beginning of Current Year End of Year 190798 , 180,623 y2'M 20 T otal assets (P art X, line 16) . . . _,_.,,•„ 9,114 10,208 m mo.'s 21 Total liabilities (Part X, line 26) 181,684 170,415 m Z-ap 22 Net assets or fund balances Subtract line 21 from line 20 Si nature Block ,•n.nranvinn schedules and statements, and to the best of Under pe names or Perlui y, i �«�a+= �,�• •,�•- -..-......__ _..._ __.. _ Declaration of preparer (other than officer) Is based on all information o w is my knowledge and belief, it is true, correct, and complete preparer has any knowledge + f 201610.13 Sign 6xJn z.re of officer Date Here Of 014 SCHNEIDER Execobve Director Typo or pont name and btk: Pont/ I ype preparers name Preparers signature Lisa Ihander Date Check �✓ If self-employed TIN p00051O02 Lisa Ihander Paid R m's name r LISA 7 IH ANDER CPA LLC FVm's EIN ► Preparer Firn's address f 13Y NW HAWTHORNE AVE SIE 106 Phone no (541) 633-7690 Use Only BEND, OR 97703 . ryes thio May the IRS discuss this return with the preparer shown above? (see instructions) For Paperwork Reduction Act Notice, see the separate instructions. Cat No 11782Y Form990(2015) w CA a In 0 Ln W ? J n' J J � ¢ i p o > a ,� l7 p U Z 2 L 0� W ~ !ll v a)° a F- 2:yL N '''' QL N m i U- 0 Z L Ez w UJ m o w J h ¢ N = m m N cr T: u U w w w mLU U~ z O c 7 a c Q O y E c cc h U o aL rT r. a Z O o n o o w Y D F- O. a >• ,y C W In > C 2: In zz L N 3 ° rnE W !- 3w U1 p� u m m �o Wad u a z V) ~ � y O y Y } C N h W Z o to E m o Do d d D- N 00 L o p O 'n p O d t9 c u O y c W W �° c c N F- m i cl L N W_ a 00 W W 12 61 Z W C W LL = .� N O' IV N [T w i U G (D 9 Z a J U LL C W0 m N - U m Y L w Ln U c C_ Aft m S J d m uai 3 za o o p F- O a c E N N t° E aaii O O u Y C YF- = C, NV E „= ..� O c am m > m o ce cv i Ln m a °' E c o cwn o O w as 2 p m d C a a O � of zo O, a m c t7 h c t m a m o r yr m ° V nL V E W L V 0 c o a x U U V �Y L O L o U) C 4 ((( Z F- Z = c u C O V m (ZQ7 o C ° 'A 0 0 0O N 1T Ul N c v� o o w m C E 1-Dh C O m u O ELnw n W S¢ N a Y Q OU >, m a h Q a a v F-= m y m e a Yin N N O C o. U m LU to O a z m Lu 3 v m m a -� >- O ... E a' NOW a o c N u c u d cm w < N u1= a u F- En va' -mtea a u a m o y >.d F --i > c° c y 2! Ln O O C C 1A z~ W N a N O cm Y a O E Y J d z C E N C N N a Q m (ii W CA N O N dl Z LL b �n 'T3 Y N N �Q O. C V W N a V N VZW Z a Y a} J-. } U Ql a O D O T1 ° u iL O c '>i m a v moa v o� u .W... z uj d N d X CL a LU N M R 0 OQi E Li Cascade School Of Music BUDGET OVERVIEW: JULY 2017 - JUNE 2018 BUDGET - FY18 P&L July 2017 - June 2018 TOTAL INCOME 4100 Fundraising Revenue 40,000.00 4105 Grants 20,000,00 4115 Corporate Sponsors 84,000.00 4120 Individual Donations 50,000.00 4125 Concert/Workshop/Event 194,000.00 Total 4100 Fundraising Revenue 15,200.00 4200 Program Revenue 150,000.00 4205 Tuition 285,000.00 4207 Private Lessons 800.00 4210 Book Sales 1,000.00 4215 Sublet Income 300.00 4216 Instrument Rentals 43 ,100.00 Total 4200 Program Revenue 1,500.00 6265 Telephone / Internet $63 11,100.00 Total Income $631,100.00 GROSS PROFIT 1,500.00 EXPENSES 6100 Fundraising Expenses 500.00 6113 Guest Artists 1,000.00 6130 In -House Expense 10,000.00 6150 Gift of Music 3,500.00 6155 Crescendo Bendo 200.00 6170 Fundraising Event - Other 15,200.00 Total 6100 Fundraising Expenses 6200 Office Expenses 11,000.00 6215 Merchant Service Fees 8,000.00 6230 Fees and Dues 4,100.00 6240 Insurance 4,000.00 6245 Office Supplies 250.00 6250 Postage and Delivery 1,500.00 6265 Telephone / Internet 28,850.00 Total 6200 Office Expenses 6300 Personnel Expenses 1,500.00 6310 Independent Contractors 296,000.00 6312 Instructors (Payroll) 500.00 6315 Faculty Meetings /Training 200.00 6320 Recruiting / Outreach 40,000.00 6329 - Registrar 20,000.00 6331 Office Support 40,000.00 6332 Director - Development 50,000.00 6335 Director - Executive 13,200.00 6336 Benefits 42,500.00 6340 Payroll Taxes Thursday, September 7, 2017 11:58 AM GMT -7 1/2 Thursday, September 7, 2017 11:58 AM GMT -7 2/2 1,000.00 6342 Workers Comp 425.00 6343 Payroll Fees - Direct Deposit 505,325.00 Total 6300 Personnel Expenses 6400 Program Expenses 17,000.00 6405 Advertising / Promotion 2,000.00 6410 Customer Refunds 500.00 6415 ED Training 5,000.00 6425 Maintenance / Custodian 30,000.00 6435 Rent ,000.00 6450 KM Materials 5,500-00 6480 Utilities 2,000.00 6485 Classroom Materials 500.00 6495 Recital Expense 71,500-00 Total 6400 Program Expenses 7,500.00 7 , 6500 Professional Services 7100 Capital Outlay 2,500.00 7137 Tenant Improvements 2,500.00 Total 7100 Capital Outlay $630,875.00 Total Expenses $225.00 NET OPERATING INCOME $225.00 NET INCOME Thursday, September 7, 2017 11:58 AM GMT -7 2/2 BOARD OF DIRECTORS Melissa Barnes Dholakia, Board Chair: Melissa Barnes Dholakia is founder of MBD Partners, supporting new and existing charter schools and small districts in the areas of school design, goal setting, monitoring, and performance reporting. She works with new schools to design their educational program, mission -based business plan, and accountability measures. She also works with existing schools and small districts in refining their work in each of these areas. Prior to this, Melissa helped to build Lighthouse Community Charter Public Schools in East Oakland, where she served as co -Director for ten years. LCCPS operates two K-12 schools, supporting traditionally underserved students in achieving the college and career of their choice. Melissa earned her BA from Whitman College, MA from University of Oregon, and was a 2002 New Leaders for New Schools Fellow. Steve Kaisner, Board Secretary: Steve Kaisner holds a BS in Computer Science from the University of Illinois' College of Engineering. Along with his wife Heather and two daughters, Steve found his way from Portland to Bend in 2007. Even though he holds regular office hours as a full-time telecommuter, Steve always appreciates the opportunity for a lunchtime bike ride and the additional family time that comes with working from home. His oldest daughter shows promise as a violinist thanks to the Cascade School of Music while his younger daughter is still finding her musical groove. Mr. Kaisner's own musical experience, aside from a grade school attempt at piano, is limited to appreciation ABBEE DECSESZNAKY, BOARD TREASURER: Abbee has a bachelor's degree in accounting and marketing from Western Washington University. She is a licensed CPA in California and Oregon. Abbee moved to Bend from San Francisco in January 2016, where she worked for a large accounting firm. She specialized in wineries, farms, and other flow-through entities. In Bend, Abbee moved to a smaller firm where she provides consulting, tax preparation and planning, and financial statement services to a variety of clients in various industries. In Abbee's words my Grandma has always been a brilliant pianist and so music was how I was able to connect to my Grandma. She often accompanied me at recitals while I played the clarinet. Now many years later, my Grandma has passed away and the memories of us playing music together is all I have and so I hold them very close to my heart." Kip Gladder, Board Member: Kip received his B.A. in Education at Washington State University, his M.S in School Administration at Portland State University, and his Ph.D in Educational Leadership at the University of Oregon. After teaching for 7 years he was an elementary school principal for 24 years. He has also taught graduate level classes in Educational Administration at PSU, Lewis & Clark, UO and initiated and chaired a Masters in School Administration program with the University of Phoenix. Having worked in schools that had strong string and band programs for young people, Kip is dedicated to helping promote those experiences for Bend area youth. He has taken beginning classes at Cascade School of Music and is a fledgling guitar student. Christian Malone, Attorney at Law & Board Member: Christian picked up the guitar in high school and has enjoyed the continuous pursuit to grow from mere player to musician ever since. He enjoys all types of music, but is especially fond of electric blues and old school rock W roll. Christian moved to Bend in 2008 for its quality of life and outdoor recreational amenities. In addition to enjoying music, Christian and his family like to hike, snowshoe, and mountain bike the local trails. Christian obtained his law degree from Willamette University and focuses his local practice on civil and criminal litigation. He currently serves in the Oregon State Bar's House of Delegates. Chris Schroeder Fain, Wealth Management and Board Member: Chris has been in the financial services industry since 1985. She has lived in Central Oregon since 1979 and has been very active in the community. Chris focuses on assisting high net worth women, women entrepreneurs and women who have unique issues such as divorce, or loss of a loved one as well as Family Trusts. She enjoys helping clients reach specific goals through careful planning and attention to detail. She is a strong believer in general education for families that will pass on their wealth to future generations. She gives many seminars in the community to help educate on financial matters such as retirement planning, asset allocation and many others. She has spoken to the Cancer Society of Oregon, Network of Entrepreneurial Women, American Association of University Women, and national conferences for women financial professionals. Chris was a keynote speaker at the Kiwanis Pacific Northwest District Convention in August 2012. In March 2013, Chris was a keynote speaker at the Leukemia and Lymphoma Society Conference at St. Charles Conference Center in Bend on "Financial Planning: In Sickness and In Health." She has served on the board and advisory board for Hospice "Partners in Care," and currently serves on the Assistance League of Bend advisory board and the board of Cascades School of Music. Louann Thomas, Clinical Chemist and Board Member: Louann holds a BS from Pacific Lutheran University in Tacoma, Washington and initially worked as a Medical Technologist/Clinical Chemist. Later she joined the healthcare computer industry and was Vice President of Customer Service and Strategic Planning. She enjoys music of all kinds and as a child played the violin and piano but now prefers to listen and enjoy. She and her husband moved to Bend in 1996 and have seen quite a change in the community over the years. Louann has been involved in many of Bend's community activities: Chair of the Bend Development Board, Central Oregon Symphony Board in various positions, Arts Central Board, President of the local chapter of Quota International, tournament chair of the Three Sisters Open Golf tournament, President of Awbrey Glen Women's Golf Association, and an active member of Grace First Lutheran Church serving as Chair of Capital Funding and Endowments. To relax, she enjoys a friendly game of golf, travelling the world, duplicate bridge, Mah Jongg, hiking in the Cascades and making pine needle baskets incorporating artifacts into her baskets found while hiking. Louann has been a long-time supporter of the Cascade School of Music and is delighted to be a part of this vibrant organization that plays such an important role in our community for musicians of all ages. MARGARET "MAGGIE" JACKSON, BOARD MEMBER: Is a Central Oregonian who Is a talented performance musician that performs in and around Central Oregon. "Maggie" as people know her is dedicated to bringing music and music education to all Central Oregonians of every socio-economic status. Don Stevens, Architect and Board Member: Don is a new Board Member of CSM. Previous non-profit board experiences in Central Oregon include the Ronald McDonald House, Mt. Bachelor Rotary Club and the City Club of Central Oregon. Don received a BS in Architecture from the University of Cincinnati, a Masters in Architecture from the University of Pennsylvania and spent a year as a Fulbright Scholar in Denmark researching Danish school design. Following the Fulbright year, Don returned to his Alma Mater, U of Cincinnati, where he taught architectural design for 15 years as a tenured Associate Professor. This teaching experience included, among other duties, lecturing on architectural acoustics. This knowledge of acoustics was basic in his practice as an architect in his designs for theaters and schools with music departments. The most recent success was the design of the Madras Performing Arts Center. Advisory Board for Cascade School of Music Pamela Hulse Andrews - Owner and Publisher of CBN and Arts and Entertainment, supporter of arts in our community for over 20 years. Has served on Tower Theater, Caldera Arts, and helped so many CO nonprofits the list goes on. Dave Bourke— Was Board member, now Advisory Board, from in Austin Tx where he started HAAM 2005, nonprofit organization that provided over 52000 healthcare appointments for area musicians. Bob Dickey — President and CEO of Gannett since company's separation in 2015. Was president of Gannett US Publishing Division, he oversaw 92 daily newspapers and their associated digital assets for approx. 400 non -daily products. Michael Gesme — Central Oregon Symphony, Music instructor COCC, supporter of classical education in our community for 25 years. Judy Heck - Served on Board of CSOM in the beginning, contributed greatly to the first strategic plan the school had, has recorded two of her own CD, loves to perform. Her other great love has been to support COCC Student education through the Heck foundation. Cristy Lanfri — One of Central Oregon's most generous supporters of the arts. She help start Arts In Public Places, Served as President of High Desert Museum Board, is currently serving as President of Caldera Arts Center in Sisters, been a supporter of almost every Arts organization in our community and for children's organizations and education in our community at all levels. Cate O'Hagen — Executive Director of Arts Central and also serves on Arts In Public Places and is very responsible for the arts development to the level it is in our community over the past years. Sally Russell — 2012 -Current Bend City Council, ED of Cascade Festival of Music 2001-2006, Broken Top Ltd partnership 1998-2000, Cascade Cycling Classic 1991-1994. Longtime member of Friends of Columbia Gorge. Community supporter of many of the nonprofits in Central Oregon, including Tower Theater, Caldera and XC Oregon and so many others. Kelly Sparks — OSU Development and Strategic Planning — Master Degree at University of Oregon and also was in Management at Nordstrom in Seattle before joining the University staff. Lorri Taylor —Vice President of Taylor NW LLC, Land Development division is her focus, on such projects as Shevlin Health and Wellness Center which they just finished. Her and husband, Todd Taylor have supported so many community projects and nonprofits in our communities over the years in Central Oregon. Chris Cochran - originally moved to Bend in 1968. A graduate of Mountain View High School in 1983, Chris obtained his Bachelor of Business Administration degree from Southern Oregon State College in 1987. He received his Masters of Business Administration (MBA) degree from Portland State University in 1998. Married for 25 years, Chris has 16 year old twin daughters. Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: I . This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. 3. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to iudithuty;dcschutcs.ora no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact N Organizat Address: City: 1t� State: ; C,C�;' ��'\ 1 Zip Code: -J Telephone Number: r—)H I —` `` - C-} C, Z Email Address: Certification: On behalf of the organization specified above, I certify the following: I. All information included in this application is accurate. 2. I am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity. Print Name: -K k lC Q Deschutes County Arts and Culture Grant Program 2017-2018 Application Organization: 1. Cascades Theatrical Company – CTC - started in 1978 and is a 501(C)(3) non-profit. As Deschutes County's oldest community theatre, currently in our 39th season, we are an integral part of the Central Oregon Community. Our founders procured a great downtown Bend location and used sweat equity to build out our theater. Their legacy to us is a mortgage -free building where we can produce quality theatre. 2. Our ongoing legacy to the Central Oregon Community will be to continue our mission: To entertain audiences by providing theater for all. Our Vision/Values statement is: We... 1) Strive to create quality productions and theatrical experiences, 2) Maintain fiscal responsibility through sound business practices, 3) Encourage and support creativity, innovation and opportunity and, 4) Actively cultivate the next generation of theater lovers through experience. Our company produces 7-9 main stage productions annually. We also produce The All Aspects Teen Theatre (AATT) which offers local theater students, ages 13-18, a tuition free opportunity to produce and star in their own plays. Students are involved in "all aspects" of the theatrical production - acting, directing, set design/construction, sound/light design, costumes/makeup, props, etc. AATT produces shows in October and February, participate in the Annual William Shakespeare Monologue Festival (February) and have a summer workshop for 6-8 weeks. This year they will also host "Welcome to the Monkey House", which is a 1 night performance to benefit AATT, The Voices Found Reparatory Theater and the Kurt Vonnegut Memorial Library. Other teen/child theatres in Bend charge between $100 and $500 dollars to participate in productions—we are committed to allowing more teens access our program so that they can become trained young adults able to design, costume, direct and act in our future shows. All productions take place at Cascades Theatrical Company's Cascades Theatre on Greenwood Ave. AATT averages 20 – 25 students per production and currently has a 3 show run per production (Tech rehearsal is the only open show for families of students; there are no comp tickets for the actual performances). The audience ranges and is open to all—the shows are listed on the CTC website and are sold just like any performance at Cascades Theatre. All Aspect Teen Theatre's current Mentor/Director is Brad Thompson, a teacher at High Desert Middle School. CTC has recently taken Triage Improv under its umbrella of services and offers quality improv training, a performance venue for our local talent and affordable comedy for our local residents in a family friendly environment. Triage's founder, Rhonda Ealy is a member of our Board of Governors and the lead teacher and director of the Improv courses and troupes (Reality Benders is the name of their "Newcomers" troupe). Another new addition to the CTC family is Cascades Theatre for Children. The goal of Cascades Theatre for Children is to bring theatre to the younger members of our community, ages 7 and younger, who may not otherwise have access to see live theatre in our community due to age restrictions or the plays being produced. The hope is that by exposing children at younger ages will build and reinforce the importance of the arts in life and develop a life-long love of theater. CTC offers 2-4 Black Box productions annually as well. Black Box offers lower budget, more experimental or "edgy" productions to be produced and allows audiences more viewing variety. CTC is now in its second season of offering the Artist's Circle performances that bring intimate, hand-crafted performances to our stage. This is a way to give back to our sustaining donors and to allow local talent to share their gifts with the community. 3. CTC has a Board of Governors who oversee the financial health and artistic integrity of our Theater. The Board consists of 12 members: A. Lynn Jesus (President), Alice S. Huskey (Secretary), David Doyle (Treasurer), Brad Thompson (Vice President), Julianne Ramaker, Michael Futterman, William Futterman, Richard Choate, Bill Lindsay, Kelley Ryan, Rhonda Ealy and Jeannie Whittle. CTC employs 2-3 paid employees—a Business Manager, an Office Administrator/Producer/Volunteer Coordinator and sometimes employs a part-time support staff and has a contracted bookkeeper. The rest of our "family" is volunteers who give countless hours either on stage, behind the scenes, technical support and front of the house volunteers. Program, Project or Activity: 1. Arts Education Programs: All Aspects Teen Theatre and Cascades Theatre for Children 2. We are requesting $7220.00 (See budgets) 3. All Aspects Teen Theatre will involve a minimum of 30 kids for each 3 show productions — "Mysteries and Zombies" and "The Mouse that Roared". Welcome to the Monkey House will be a one-night fundraiser that will connect the students to actors in the community, as well as actors at the Voices Found Rep in Milwaukee, WI and student actors from Western Oregon University. We work as a tuition free program and all the money raised during the course of the productions and workshops goes into our Carol J Bryant Scholarship, which, to date, has awarded nearly $8000.00 over the last three years. Any financial backing that can cover the initial costs of the season means more money to award in the scholarships at the end of the season. We also hope to continue to offer comp tickets to each performance -15 tickets/show—to local youth organizations that might not otherwise be able to attend our performances. We have previously comped tickets to The Loft, J Bar J, Academy at Sisters and offer Cascade Crest Transitions discounted tickets. The AATT leader, Brad Thompson, works tirelessly for our teens and we would like to offer him a $500/event stipend—starting in February for William Shakespeare Festival, The Mouse that Roared and his summer workshops. Lastly, we would like to bring in a professional singer/song writer/musician to offer a 4 hour workshop entitled "Art is Life is Art" which would cost $500.00 to bring Daniel Sherrill up from Ashland to work with our students and offer them this musical perspective on art and performing. The total request for All Aspects this season is $4220.00. Cascades Theatre for Children requests $3000.00 to support their new and growing program. Any funds received would be used for production costs for both plays, to build the program and allow travel for one show to local elementary schools and also to provide comp tickets to some of the organizations such as Mountain Star Family Relief Nursery and The Bethlehem Inn who work with families who could not otherwise afford even the $5.00/ticket to bring their children to see live theater that is not only entertaining but instructive. The plays we will be presenting are geared for preschool aged to 2nd grade children where they will have the opportunity to participate on a small level with the performance. Our target audience is children, regardless of their socio-economic status. The funds from this grant would cover our royalty costs for the plays, marketing and outreach to local schools and pre-schools, comp tickets for those who cannot afford admission and start-up materials for travelling opportunities to take our adult performers to the children when transportation is not available to our viewers. Research has shown that the effects of theatre education on youth has been shown to increase SAT scores, improve reading comprehension and both verbal and non-verbal communication skills, decreases drop-out rates and improves academic performance in children and youth with learning disabilities. 4. The populations we will serve are children from birth —18. S. Our community theater is located in Downtown Bend, Oregon and we serve primarily Deschutes County residents, but we sometimes have visitors to the area who enjoy live theater and residents from the tri -county area who come to Bend for live theater productions. 6. Deschutes county census indicates that 20% of the population is under 18 and approximately 13% of persons in Deschutes County live in poverty. We hope to offer cultural opportunity and enrichment to these specific groups. We would welcome the support of Deschutes County services to help connect with families with children in our demographic that would benefit from our programs for children and we do not discriminate based on race, color, gender, disability, religion or socio-economic status. Currently, there are other youth theater programs in Bend that offer performance opportunities to young actors (7-18), but CTC offers the only tuition free program that we are aware of in Deschutes County, not associated with a specific school/district. Additionally, while there are children's theater groups producing theater for children, by children, there is no theatre specifically for, children performed by seasoned actors for the purpose of education and cultural exposure currently in Deschutes County. This is why Cascade Theatre for Children was created. 7. AATT has been active for several seasons and has grown each year. By working with Deschutes County and offering our program to underserved and/or a more diverse student base, we can bring even more opportunity to talented, creative young people in our community. Students who participate in our program are eligible, along with any local students in Deschutes County, for the Carol J. Bryant Scholarship, which helps pay for college expenses for deserving students. Scholarships range from $500- $1250 per recipient, depending on need and availability of funds. By continuing our AATT program, we provide training, connection, direction and financial support to some of our local talented youth. The monies awarded through this grant will pay for the royalties for 5 productions, 90 comp tickets, a stipend to support the time and expenses that our director puts into the students work and a workshop by a professional musician/singer/songwriter that will enrich the students' in an aspect of theater that we have not addressed to -date. We hope to gain new sources of referral for our AATT program from Deschutes County Public Library, Youth and Family Services, etc... Cascades Theater for Children is a new program that we are launching this season. We participated in the Balloons Over Bend Children's Festival and have started reaching out to various agencies to let them know that we are here! Jeannie Whittle, the founder and director of Cascade Theatre for Children, has created a vision for this program and will be implementing the program. We have identified a paid staff member to support all our educational programs and some of the funding ($500) would go to offset the additional time and resources that would be allocated to this new project and help with the expenses involved in travelling performances. E3 All Aspects Teen Theatre Draft Budget Final Budget Draft Budget Final Budget Mouse On The Move Play Programs $100.00 100 Small Posters and 1 Lobby Poster $75.00 500 Postcards Show Cards $100.00 Lighting and Sound $60.00 Furniture $50.00 Pros $50.00 Costumes $100.00 Scripts & Ro alities $1,465.00 DirectorlTeacher Stipend ($500/production) $1,500.00 Workshop: Art is Life is Art $500.00 Camp tickets for youth support agencies (40 tickets) $320.00 Total Cost: $4,220.00 Total Cost: Production: Cascades Theatre For Children Draft Budget Final Budget Mouse On The Move Alice Adventure In Wonderland Play Programs $200.00 100 Small Posters $150.00 Lighting and Sound $120.00 Sets, Props, Make-up $1.000.00 Staff Support for Educational prog,ams $500.00 Scripts & Ro alities (with music) $500.00 Perusual scripts $24.00 Comp Tickets (50 airs/25 pairs per show/100 seats) $506.00 Total Cost: $3,000 Academv at Sisters. CCT. Morinastar and have a Q IA/a r„rrontly havR ronner_tions with The Loft. J Bar J. commitment from the Children's Museum to collaborate with them in some way for Cascade Theatre for Children. We intend to continue those relationships and desire to broaden our outreach to local schools, youth support agencies and the Deschutes County Public Library. We participated in Balloons Over Bend Children's Festival and will seek to have a presence at other community functions that allow others to learn of our programs. 10. We would like to use the funding from this grant to allow us to put more money toward the Carol J. Bryant Scholarship funding for this year. With the backing of Deschutes County, we hope that the school districts will engage more actively with our Theatre and help us encourage younger viewers. Additionally, we are hoping to write a grant to the James F. and Marion L. Miller Foundation this spring to help us fund the Business Manager we hired in March 2017. Support from Deschutes County will hopefully encourage the Miller Foundation to support our business needs—he has saved us thousands of dollars already and we simply can't pay him enough to stay on beyond July 2018 unless we receive financial support to allow him to stay and grow our company to sustain him moving forward. Performance Measurement: 1. Cascades Theater seats 128 plus 2-3 wheelchair spots (can be increased by removing the front row). We estimate that we could entertain 1408 people during these 11 performances (not including Billy Shakes, summer workshops or travelling performances). We estimate that both AATT productions will involve a minimum of 30 students in the productions and 15 -- 30 in Billy Shakes and Welcome to the Monkey House. 2. Our anticipated outcomes are: greater knowledge and understanding of the performing arts, comprehensive experience in "all aspects" of theatre production and performance for our teen program, increased academic success for our AATT students, young theatre goers who know how to attend live performances for enjoyment and enrichment (theatre etiquette), increased awareness of our Arts Education Programs and greater participation in the coming years. 3. We believe, by offering arts educating to youth in Deschutes County, that the improved confidence, emotional growth and communication skills of the next generation who will be the earners, leaders and citizens in the next few decades. By offering theatre for young children and teens, visitors to our area will find more opportunities to entertain their children and perhaps plan more vacations to Bend. We hope that creating more arts and cultural opportunities in Bend will encourage improved tourism. WRSpepnnmenf ordte Trensuq, lat 01 Rereaue Service P.O. Box 2508 Cincinnati ON 45201 CASCADES THEATRICAL COMPANY CASCADES THEATRICAL COMPANY 148 NW GREENWOOD AVE BEND OR 97701 In reply refer to: 0248360116 Oct.- 31, 2013' LTR 4168C 0 93-0718913 000000 00 00017718 BODC: TE 115078 ' Employer Identification Number: 93-0718913 Person to Contact: Ms. Harper Toll Free Telephone Number: 1-877-829-5500 Dear Taxpayer: This is in response to your Oct. 22, 2013► request for information regarding your tax-exempt status. Our records indicate that you were recognized as exempt under section 501(c)(3) of the Internal Revenue Code in a determination letter issued in May 1989. Our records also indicate that you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section 509(a)(2). Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Please refer to our website www.irs.gov/eo for information regarding filing requirements. Specifically, section 6033(j) of the Code provides that failure to file an annual information return for three consecutive years results in revocation of tax-exempt status as of the filing due date of the third return for organizations required to file. We will publish a list of organizations whose tax-exempt status was revoked under section 6033(j) of the Code on our website beginning in early 2011. 0248360116 Oct. 31, 2013 LTR 41680 0 93-0718913 000000 00 00017719 CASCADES THEATRICAL COMPANY CASCADES THEATRICAL COMPANY 148 NW GREENWOOD AVE BEND OR 97701 If you have any questions, please call us,at the telephone number shown in the heading of this letter. Sincerely yours, Richard McKee, Department Manager Accounts Management Operations 011" iT9:18PM Form 990-T Return Summary For calendar year 2015, or tax year beginning 07/01/15 , and ending 06/30/16 93-0718913 CASCADES THEATRICAL COMPANY Income Gross profit Capital gain 1 loss Unrelated debt-financed income All other income Total income Deductions Officer compensation Salaries All other deductions Net operating loss Specific deduction Total deductions Unrelated business taxable Income Taxes I Credits J Payments Regular tax Proxy tax Altemative minimum tax Tax Foreign tax credit Other credits General business credits Prior year minimum tax credit Total nonrefundable credits Othertaxes Total tax Estimated tax payments paid with extension Tax wNhheld Other credits ! payments Estimated tax penalty Overpayment applied to next year's tax Payments ! penalty ! application Net tax due Additions to rax Interest on late payments Failure to file penalty Failure to pay penalty Total additions Balance due Refund Next Year's Estimates 1st quarter 2nd quarter 3rd quarter 4th quarter Total 5,865 5,865 1.000 1,000 730 730 730 14 -14 11 167 36 Miscellaneous Information Amended return Retum /extended due date it 15 16 4,865 744 214 958 Aefr097201T 3:ty rm Forms 990 / 990 -EZ Return Summary For calendar year 2415, or tax year beginning 07/01/15 ,and ending a6/30/16 93-0718913 CASCADES THEATRICAL COMPANY 143,609 Net Asset / Fund Balance at Beginning of Year Revenue Contributions Program service revenue investment income Capital gain / loss Fundraising / Gaming: Gross revenue Direct expenses Net income Other income Total revenue Expenses Program services Management and general Fundraising Total expenses Excess / (deficit) Changes 48,780 131,194 20 -- 9,078 189,072 Net Asset i Fund Balance at End of Year Reconciliation of Revenue Total revenue per financial statements Less: Unrealized gains Donated services Recoveries Other Pius: Investment expenses Other Total revenue per return 191,496 —2,424 141,185 Reconciliation of Expenses Total expenses per financial statements Less: Donated services Prior year adjustments Losses Other Plus: Investment expenses Other Total expenses per return Miscellaneous Information Amended return Return I extended due date 02/15/17 Failure to file penalty Differences —2,424 Balance Sheet Beginning Ending Assets 153,336 153,503 Liabilities 9 , 7 2 7 12,318 Net assets 1430609 141,185 Miscellaneous Information Amended return Return I extended due date 02/15/17 Failure to file penalty Differences —2,424 FI v"uyLIvI1. ° Aspects Teen Theatre All As Draft Budget Mouse On The Move Play Pro rams $100.00 100 Small Posters and 1 Lobby Poster $75.00 500 Postcards Show Cards $100.00 Lighting and Sound $60.00 Furniture $50.00 Pros $50.00 Costumes $100.00 Scripts & Ro aiities $1,465.00 Director/Teacher Stipend ($500/production) $1,500.00 Workshop: Art is Life is Art Comp tickets for youth support agencies (40 tickets) $500.00 $320.00 Total Cost: r i vuu�uv- Cascades Theatre For Children Draft Budget Mouse On The Move Alice Adventure In Wonderland Play Programs $200.00 100 Small Posters $150.00 Lighting and Sound $120.00 Sets, Props, Make -ug Staff Support for Educational programs Scripts & Ra aiities (with music) $1,000.00 $500.00 $500.00 Perusual scripts $24.00 Comp Tickets (50 airs/25 pairs per show/100 seats) $506.00 (Total Cost: °"l""" E S q m c£ co § 7 W ( $ 2 q LL 0 u Z % _ — 2 § M § -CQ 0) _ @ @ ® & 2 E q m ■ � E _ \ a 0 E § g % @ Lp Ln cc UJ / E > e w 7 E m K k N m = Ln Ci G 0 U §GJQ 2 co a# Lo - r, I ° ~ = m a = W cc q .5 u $ 3 2 E 0 \ m N / J b ƒ \ (U / m r-4 CO 5 Ln \ � � 7 E / 0 0 f o E p c 2 M mR _r >-z ck a 3 2 >Q b4 � k COkD S t CL � 41 c d) E W \ / (n \ -1 § \ 7 E 7 2 m p feco \ N 0 \ N \ \ t a (.n e { E Ln } E § > co E E E E } k k � ] Go c §tki � § m R § £ f § tA w%� ~ \ tA E m cc\ * 00 Eƒ E k� m f e\ —\ E I■ 00 g q o L b 2 G 2 z 0° k @ C f vi _ � e c c U \ \ k( 2\ k k §/ k k 2 m m Ln m\ c_ m= 0 Ln = In m# r o CN CO \ \ t a (.n e { E Ln } E § > co 7 Q ro U ro W M Z O Lo CC Q L - (U A E QJ a ar f0 O CO E O V U .0 til L O m Qi 0 00 'm rl M � t C O 000 U Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: 1. This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to iudijmu�Weschutes.org no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: SANDY HENDERSON Organization Name: CENTRAL OREGON FILM OFFICE Address: 61155 AMBASSADOR DRIVE City: BEND State: OR Zip Code: [97702:: Telephone Number: 310848 3 11 967 Email Address: SANDY@CENTRALOREGONFILMOFFICE.COM Certification: On behalf of the organization specified above, I certify the following: 1. All information included in this application is accurate. 2. I am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently ('V designated as a 501(c)(3) tax-exempt entity. roa COFO GRANT APPLICATION Signature: Print Name: SANDY HENDERSON Title: EXECUTIVE DIRECTOR SEPTEMBER 24, 2017 Date: COFO GRANT APPLICATION a to M a- Deschutes County Arts and Culture Grant Program 2017-18 Application Questions Please respond to the questions below in the order shown. Reponses must be thorough, but provided on no more than five single -sided, single-spaced pages. Required attachments such as proof of non-profit status and copies of tax forms are excluded from the five-page limit. Any additional documents submitted beyond those stated in the instructions, such as brochures, leaflets, newsletters, or reports, will not be considered a part of the application and will be discarded without review. Organization 1. Describe the history of the organization, including the year the organization was established. COFO was founded by our Executive Director, Sandy Henderson who has 15+ years of experience in the film industry in Los Angeles and London. Henderson saw a need for a dedicated and professional film office to represent the region and commenced building the organization in late 2015, working with local law firm, Karnopp Peterson to ensure the correct legalities were in place. The organization has focused on building a solid foundation for the film office, and is slowly increasing awareness of the region outside of its standing as a recreational town. We were given our 501(c)3 tax status in December 2015. Since our inception, we have worked with the following companies to support their intention to film in Central Oregon: Chase Bank, Facebook, Life in Outdoor (independent film), Microsoft, Monte Homes, Outside Magazine, Netflix, Reebok, Yeti Coolers and other small branded content and independent film productions. 2. State the organization's mission, goals, and programs or services provided. Our mission is to develop and promote Deschutes County and Central Oregon as a hub for film and television production for purposes of furthering awareness, driving business and economic development, expanding education and supporting tourism throughout the area. We serve as an essential source to out of area filmmakers; and industry professionals seeking to bring their business, funds and talent to Central Oregon. We provide location scouting services, permit support, cast and crew introductions and overall production support. We also provide an educational component in partnership with the High Desert Education Service District, working to give our youth (particularly those at risk), additional on-site life and professional skills whereby they create a documentary short of their intern/job experience. We work with students to interview their professional mentors, we teach them editing and production skills and share the final video with Better Together, and their peers. We believe it helps empower these young adults to find a voice as they search for a career in Central Oregon. In 2017 we implemented the collaboration at La Pine High School and Mountain View High School. In 2018 we will be expanding it to Madras and Redmond. 3. Describe the leadership and structure of the organization. Our organization is led by our Executive Director with support from an active Board of Directors. We also have the support of the region's District Marketing Offices including Visit Bend, and the local Chambers; and most importantly the support and institutional knowledge of the Regional Marketing Office (Central Oregon Visitors Association). This support is imperative in moving forward as the regional tourism offices know of hidden gems that may be perfect for locations. d - an COFO GRANT APPLICATION Program, Project, or Activity 1. Provide a title of the proposed initiative for which funds are being requested. 2018 Location Expansion 2. Indicate the dollar amount requested for a grant. $10,000 3. Describe the goals and objectives of the proposed initiative. Our goal is to expand awareness of specific destinations throughout Deschutes County that could potentially be utilized as locations by out of area filmmakers for purposes of branded content shoots, and TV and film production. We have already focused on areas that are well known (e.g. Bend, Black Butte, Billy Chinook & Cove Palisades State Park, Deschutes River Trail and Smith Rock; and the towns themselves). We have seen success in how they have been received by filmmakers leading to multiple shoots taking place in Deschutes County throughout 2017. We would like to move the needle a little further to widen our scope to areas that don't have the same high profile, but that for filming endeavors could prove attractive to filmmakers such as the ice and bat caves in LaPine, or the parks and rural areas around Prineville and Sisters (in addition to their picturesque towns). Our objective is to choose 20 dissimilar and lesser known locations throughout Deschutes County. We will travel to the locations, capture still and moving images of each site and their surroundings in at least two distinct seasons (Spring and Fall). We will also have conversations with the appropriate managers or owners of the site to gain a full understanding of what would be required to have a film shoot on site. In doing this, we will constantly be updating our files and database of locations. If we are successful in this application, the Central Oregon Visitors Association have advised they will match the requested $10,000; bringing the total for new locations to $20,000. In that instance, we will increase our new location scouts to 40. 4. Identify the target population which will be served. When filmmakers travel to a destination they need to hire additional crew such as caterers, photography and production assistants, drivers, costumers and makeup technicians and a local location scout (amongst other cast and crew). Depending on the size of the shoot, this could range from three or four of our citizenry to upwards of 100 or more. Particularly in the more rural areas of Deschutes County where unemployment is higher, part-time jobs can provide a strong source of new income, and in many instances, new career tools. This industry is also recession proof and year round. The domino effect of film or print is that it then is released into the greater population and more eyeballs see what we have to offer. The recent Netflix shoot at Fort Rock will draw more people to Deschutes County as they will stay in LaPine which in turn positively impacts the tourism spend for the region. Small business in particular are beneficiaries of production companies visiting the region as they have skills and products a film crew require on site, and do not want to bring from out of area. 5. Identify the geographic area(s) of Deschutes County which will benefit. Discussions need to take place with district marketing offices throughout Deschutes County if the grant is awarded. Additional discussions need to be had with varying townspeople, but locations we to are interested in including are: k0 �o a COFO GRANT APPLICATION LaPine: South Ice Cave and nearby campgrounds Prineville: Working Farms/Ranches, out of use sawmill and industrial complexes Redmond: Additional downtown locations, including the new City offices Sisters: Working Farms/Ranches in a the area with large acreage; the Sisters Movie House, McKenzie Pass, Clear Lake, Proxy Falls Sunriver: Extended conversations with High Desert Museum and their adjoining land; Lava River Cave Tumalo: TBD 6. Describe how the proposed initiative will positively impact the community and complement existing services currently provided by Deschutes County. There is no other entity acting as a one stop shop for film support in the region. COFO acts as a support organization for each town, and also the County itself. We have had meetings with our Sherriff s department, Fire and Rescue and the County (James Lewis has been supportive in sharing his location knowledge). These meetings allow the County to be aware of COFO, and to share any filmmaking requests they may receive, and that they may not immediately know how to answer. This frees up time for your staff. In supporting the County, we are compiling a region wide production database that strives to drive media to the region. We want them to visit Deschutes County, drop substantial revenue here, and then leave. A film office can also recommend certain times to visit, thus suggesting a car commercial take place during the Fall as opposed to the height of summer. The positive impact we have had thus far has been to promote the region to out of area productions and to explain why filming here is beneficial over other locations such as California or Portland. Film production is immensely lucrative, and in many instances locals will not even be aware of a film shooting in their area because COFO has handled all the strategic requirements and placed a location in an area that does not impact the town itself. In 2017 we have had success doing this and have seen substantial revenue invested into the County. The benefit to an increasing location database is the ability to immediately share images based on a creative brief. For instance, everyone knows Smith Rock, and they want to film there. But there is a moratorium for many months of the year, and challenges for a large production company to shoot. By scouting other locations, such as Fort Rock or Billy Chinook, we have been able to offer excellent alternatives to Smith Rock. In both instances, the production company stayed in Deschutes County (LaPine and Sunriver), adding substantial lodging fees to the region (See Performance Measurement Qu. #3). Film is a year round, recession proof industry with lucrative returns on investment that include increased off season lodging, consultant and small business hires, local and small business retail purchases, county and state permit purchases, and substantial F & B purchases, either via a private caterer or at many of our excellent restaurants. 7. Describe in detail how the proposed initiative will be implemented. Our Executive Director, who has been collaborating with filmmakers and commercial producers for more than two decades, will implement the initiative. Once meetings have taken place with local marketing officers and the locations are chosen, Henderson will travel to the destinations, have the appropriate conversations with landowners or government officers and then record the images or video. It is important not to simply showcase the site. Images also need to be recorded showing parking, restroom and other facilities to support a crew. The time of day is also important for lighting Lp requirements. That information is then uploaded to computer and the images are edited to showcase an the plethora of stunning and diverse settings we have to offer filmmakers. Images are then uploaded a COFO GRANT APPLICATION to our website for viewing by any interested party. In this technical age, an online presence is imperative and allows filmmakers to view our locations 24/7/365. 8. Describe specifically how the requested funds will be used. Funds will be utilized for research and development of locations, travel to locations, recording of images followed by editing and uploading to the COFO website and social media platforms. We calculate a cost of $500 per location. 9. Identify any partner agencies which will collaborate to implement the proposed initiative. Conversations with district marketing and tourism offices such individual Chambers of Commerce, Visit Bend and the Central Oregon Visitors Association will take place; in addition to governmental agencies such as the Deschutes National Forest, the city Park and Recreation offices and State Park offices. Collaboration from these organizations is beneficial for us to create a strong production base. 10. Describe how County funds will be used to leverage other sources of funding to support the proposed initiative. We have received a commitment from the Central Oregon Visitors Association to match the requested $10,000 bringing our funds to a total of $20,000 if we are successful in this application. We would then increase our location expansion to 40 new sites. Performance Measurement 1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative (examples: number of persons in attendance and/or number of classes or events held). The initiative will result in approximately 20 or more new locations added to our location database. 2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and understanding of the arts or cultural topics). Our anticipated outcomes include an increase of locations found on our website, which then allows us to present the County as a viable production destination for both moving and still imagery. Specifically through this grant, we intend to find `hidden gems' in Deschutes County that would be attractive to interested media. This will then result in an increase in out of area productions filming here. This will lead to increased temporary job hire, increased lodging (potentially off-season), and increased revenue to small businesses and retailers. The overall result is greater knowledge of Deschutes County as a site of unique and astounding beauty outside of beer and recreational indudtries. 3. Estimate financial impact to the local economy as a result of the proposed initiative. Is it difficult to estimate the impact for 2018 when we don't yet know which productions are interested in filming in Deschutes County. What we can share is the current impact based on our 2017 budget. The following productions contributed this revenue: Netflix: Everything Sucks (High school teen comedy) - The production booked 190 rooms nights at Newberry Crater Best Western over five days - Adjoining land was leased to the production company - Local Caterer hired, five days for 80 people each day n COFO GRANT APPLICATION - Local Crew hired (makeup, costume, photography and production assistants) Office space was hired in Bend to submit the `dailies' to Portland While most of the shoot was done in Fort Rock/Lane County; the direct economic benefit from their visit went to LaPine and Deschutes County, our citizenry and small businesses Economic impact: $45,000 Outside Magazine (Best Town edition) - 12 room nights booked at The Oxford Hotel - Local car hire - Local Location Scout hired - F & B purchases for three days - Circulation of 686,000 per month for the "Best of Town" edition naming Bend as the "Best Outdoors Recreation" town. Economic impact: $4,500 Reebok (Photo shoot for online retail store and catalog): - 15 person crew in two houses at Caldera Springs, Sunriver (off-season) for 10 days - Local crew hire (Location scout, photography and production assistants, caterer, makeup technician) - Payments to local and state parks - Location fees paid to Ranch at the Canyons - Local car and RV hire Economic impact: $60,000 These are only three of the many film and photo shoots that have taken place this year. In 2016 we also worked with Yeti Coolers and their crew of 30 to film throughout Deschutes County (Big Eddy, Sparks Lake and Tumalo Falls) which led to approximately $ I OOK dropped into our economy. Thus far, in our first year we have positively impacted the economy more than $100K, and double that if you use the approved Tourism Spend Economic Activity Multiplier of 200%. There have been multiple other small films, photo shoots and branded content productions we have supported. We anticipate given this strong first year to continue with this forward momentum in 2018. Minimum Tourism Spend (nine months of 2017): $219,000+ DOC OC COFO GRANT APPLICATION INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY p. 0. BOX 2508 CINCINNATI, OH 45201 Employer Identification Number: Date: D E C 03 2015 47-5101722 DLN: CENTRAL OREGON FILM OFFICE 17053322352005 C/O KARNOPP PETERSON LLP Contact Person: RENEE BAILEY NORTON ID# 31172 JON J NAPIER 360 SW BOND ST STE 400 Contact Telephone Number: BEND, OR 97702 (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 170 (b) (1) (A) (vi) Form 990/990-EZ/990-N Required: Yes Effective Date of Exemption: September 21, 2015 Contribution Deductibility: Yes Addendum Applies: No Dear Applicant: We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) section 501(c)(3). Donors can deduct contributions they make to you under IRC section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 5o1(c)(3) are further classified as either public charities or private foundations. We determined you're a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter that you're required to file Form 990/990-EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990 -EZ) or electronic notice (Form 990-N, the e -Postcard). if you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter "4221 -PC" in the search bar to view Publication 4221 -PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Letter 947 -2 - CENTRAL OREGON FILM OFFICE we sent a copy of this letter to your representative as indicated in your power of attorney. Sincerel , 4 Jeffrey I. Cooper Director, Exempt Organizations Rulings and Agreements Letter 947 Short Form IOMB No. 1545-1150 Form 990 -EZ Return of Organization Exempt From Income Tax 2016 Under section 501(x), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) ► Do not enter social security numbers on this form as it may be made public. • . • OepaAmant of the Treasury 0- Information about Form 990-FZ and its instructions is at www.its.gov/form990. Kemal Revenue Service A For the 2016 calendar year, or tax year beginning JANUARY 1 ,2016, and ending DECEMBER 31 16 B Check rf applicable: C Name of organization D Employer identification number 47-529733 ❑ Address change CENTRAL OREGON FILM OFFICE Roomisulte a Tetophone number L]]Name charge Number and street (or P.O. box, if mail is not dellvered to street address} ❑ Initial return 1155 AMBASSADOR DRIVE 3108483967 ❑ Final returM.rminated Clay or town, state cr province, country, and ZIP or foreign postal code F Group Exemption ❑ Amended returnNumber ► Ej Appiinatim panding BEND OR 97702 G Accounting Method: Cash Lr Accrual Other (specify) ► H Check ► ❑ if the organization is not 13 Website: 0,VA".CENTRALOREGONFILMOFFICE.COM required to attach Schedule B J Tax-exempt status (check only one) — 0 501 (c%3) ❑ 501 c -4 itrt no. ❑ 4947 a 1 or ❑527 (Fotm 990, 990-FZ, or 990 -PF). K Form of organization: ❑✓ Corporation ❑ Trust ❑ Association ❑ Other L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. if gross receipts are $200,000 or more, or if total assets (Part ll, column (B) below) are $500,000 or more, file Form 990 instead of Form 990-EDo' Z . . . . . • • • • • $ Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I) 0 O Check if the or anization used Schedule O to respond to any question in this Part I • ; $21,500 ® 1 Contributions, gifts, grants, and similar amounts received . . . . . . . . . . . 2 0 ® 2 Program service revenue including government fees and contracts 3 0 ® 3 Membership dues and assessments . . . . . . . . . . . . • . • • • • 4 0 ® 4 Investment income . . . . . . . , • • • • . • • ' ' ' ` . ' 5a Gross amount from sale of assets other than inventory 5a 0 b Less: cost or other basis and sales expenses . . . - - 5b 0 5C 0 c Gain or (loss) from sale of assets other than inventory (Subtract Zine 5b from line 5a) - 6 Gaming and fundraising events a Gross income from gaming (attach Schedule G if gre . than 0 $15,000) . . . . . . . . . . . . . . . . 6a b Gross income from fundraising events (not including $ 0 o contributions ¢ from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceeds $15,000) . 6b 0 c Less: direct expenses from gaming and fundraising events . 8c 0 d Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract 0 fine 6c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6d t _ i $21,500 0 a $13,500 $3369 $4402 $21,271 $229 0 0 $229 Form 990 -EZ (2016) 7a Gross sales of inventory, less returns and allowances . . . . . ra _ o b Less: cost of goods sold . . . . . . . . . . . . • . 7b ® c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) . . . . . . . 7c 8 8 Other revenue (describe in Schedule 0) . . . . . . . . . . . . . . . . . . . it. 9 9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 . 10 Grants and similar amounts paid (list in Schedule 0) . . . . . . . . . . . . . . 10 11 11 Benefits paid to or for members . . . . . . . . . . . . . . . . . . . . Salaries, other compensation, and employee benefits ® . . . . . . . . . . . . . 12 13 m rn 12 13 Professional fees and other payments to independent contractors ® . . . . � 14 Occupancy, rent, utilities, and maintenance . . . . . . . . . . . 14 15 15 Printing, publications, postage, and shipping . . . . . . 18 16 Other expenses (describe in Schedule O) ® . . . . . . . . . . . . . • • . . 17 Total expenses. Add lines 10 through 16 18 Excess or (deficit) for the year (Subtract line 17 from line 9) . . . . . . . . . . . at beginning of year (from line 27. column (A)) (must agree with 17 18 g h fa 19 Net assets or fund balances end -of -year figure reported on prior year's return) 19 20 20 Other changes in net assets or fund balances (explain in Schedule O) . . & 21 21 Net assets or fund balances at end of year. Combine lines 18 through 20 . . . Paperwork Reduction Act fd96ce, see the separate instructions. Cat. No.106421 For $21,500 0 a $13,500 $3369 $4402 $21,271 $229 0 0 $229 Form 990 -EZ (2016) 7 A 2 Form 990 -EZ (2016) ."�� salance ,I76Clii t3tlC U IC n lour uva,vnv ,... .., • ..� ❑ _ Organ A a^Leri, du n to res nd to any question in this Part II . . . . . . . L,r)MK Il Me ❑,Ga W" ux... v..,.�.•••..•+ -� •� •--r -••- -- -- -.- _ (A) Beginning of year (B) End of year 22 Cash, savings, and investments . . . . . . . . . . . . . . . • . 022 023 $229 0 23 Land and buildings . . . . . . . . . . . . . . . . . • . . • • 024 0 24 Other assets (describe in Schedule O) . . . . . . . . . • • • • . - 026 0 25 Total assets . . . . . . . . . . . . . . . . . . . . 026 0 26 Total liabilities (describe in Schedule O) . . . . • • • • . • • . • . 27 $229 27 Net assets or fund balances (line 27 of column (B) must agree with line 21) . other compensation . Statement of Program Service Accomplishments (see the instructions for Part III) devoted to position Check if the organization used Schedule O to res and to any question in this Part III ❑ Expenses (Required for section What is the organization's primary exempt purpose? PROMOTION OF FOR FILM PRODUCTION 501(c)(3) and 501(c)(4) Describe the organization's program service accomplishments for each of its three largest program services, manner, describe the services provided, the number of organizations; optional for others.) as measured by expenses. In a clear and concise 0 persons benefited, and other relevant information for each program title. 28 BUILD & EXPANSION OF COFO WEBSITE AS A HOME FOR LOCATION IMAGES FOR FILM PRODUCTION — -_...__._-----------•------------------------------------E OUT OF AREA PRODUCTION TO C/O. TAMMY BANEY--_-..--. -_--__--___. - — — — ----••--------------------------- ------..._---- WITHOUTWEBSITE, IMPOSSIBLE TO PROMOTE THE REGION OR BE INFORMATIONAL SUPPORT. SITE, ------------ — — T------------ 0 .._ - — ----............ ........---------•-----_-.--.--- ® Grants $ $4,000) if this amount includes foreign rants, check here . . . . ► ❑ 28a $4,000 29 RESEARCH VISIT TO LOCATIONS MOST BENEFICIAL TO VISITING FILMMAKERS. PHOTO & ,_DEVELOPMENT, RESULTING IN FOUR BRANDED CONTENT COMMERICALS FILMING IN C/O. ALANA HUGHSON---••-------- -------•--•-------- VIDEO IMAGERY CAPTURED -- _ 30+ LOCALS HIRED, DIRECT ECONOMIC BENEFIT TO REGION: $320K (ACCOM, F & B, EQUIP HIRE ETC ..............�_... -- - - - ---- ----- - -------- -----•- --_..__— Grants $ $15,000) If this amount includes foreign grants, check here ► ❑ 29a $15,000 30 CREATION OF HIGH SCHOOL STUDENT JOB SHADOW EDUCATION PROGRAM, WIfHE HIGH DESERT ---------------------- - - - EDUCATION SERVICE DISTRICT.- WORKED Wl15 STUDENTS--- TO DOCUMENT THEIR ON THE JOB EXPERIENCE 1 0 — -- -- ----_--..-.-. N----_ AL--S•-•&SHARE•-------THEIR----- STO-RY W -FELLOW STUDENTS ND ---- PINE AND BE-- - _- W/LOCAL P-------- 0 BOARD MEMBER — ---- Grants $ $2,5000 If this amount includes foreign rants, check here ► ❑ 30a $2,500 31 Other program services (describe in Schedule O) . . . . . . • . . • • • • • • • 131a 5 (Grants $ If this amount includes foreign grants, check here . ► $21,500 i e eX enses (add lines 28a through 31a) , 32 32 Tota, program sero c p JIM List of Officers, Directors, Trustees, and Key Employees gist each one even if not compensated—see the instructions for Part IV) ❑ _. the _.._____......,.a Q..t,e.i,.len in racnnnrt to any question in this Part IV . . Check n the or al n2.ation use {e} Reportable [d) Health benefits, _... (b) Average compensation contributions to employee (e) Estimated amount of ® (a) Name and title hours per weak (Forms W-2/1099-MISC) benefit plans, and other compensation devoted to position (•d not paid, eller -0•) deferred compensation SANDRA HENDERSON------._--- -- -- 3p 0 0 ---------- EXECUTIVE DIRECTOR $13,500 TAMMY BANEY--_-..--. -_--__--___. 2 0 0 0 BOARD MEMBER ALANA HUGHSON---••-------- -------•--•-------- 2 0 BOARD MEMBER JOHN MCLEOD ..................... 1 0 0 0 BOARD MEMBER PATRIC DOUGLAS ------ -•------------ 5 BOARD MEMBER LUKE TIPPLE ------------------ BOARD MEMBER Form trJU-GL (2016) El 2017 PROJECTED BUDGET i $32,500.00 Fundraising $2,000.40 Together Cottaboratlon Support $3,000.00 Salary MEAD EXPENSE8 ES AND (MARKETING $2,400.00 .e Spam $0.00 les (Internet, subscriptions eW) $2,880.00 e Marketing 8 Publicity On kind) $960.00 Phone $0.00 and trade advertising 1,200.00 $ Pei COat6 $0.00 $60.00 nit fees eting materials, VR 00 $641.00 Iness/Liability insurance ES AND (MARKETING $0.00 Ole fv+ kind) e Marketing 8 Publicity On kind) $0.00 $0.00 and trade advertising 9nt license dnd acquisftion $0.00 $2,000.00 31 and meetings eting materials, VR 00 $1,000.00 1 TOTAL. 0 $37, $35, September 24, 2017 BOARD MEMBERS, CENTRAL OREGON FILM OFFICE Board Chair: Tammy Baney Deschutes County Commissioner 1300 NW Wall Street, Suite 200, Bend, OR 97701 Phone: (541) 388 6567 tammy_baney@co.deschutes.or.us Christine Coffin Director of Communications, OSU Cascades 1500 SW Chandler Ave, Bend, OR 97702 Phone: (541) 322 3152 Christine.coffin@osucascades.edu Sandy Henderson (non-voting) Executive Director and Founder, Central Oregon Film Office 61155 Ambassador Drive, Bend OR 97702 Phone: (310) 848 3967 sandy@centraloregonfilmoffice.com John McLeod, President/CEO, Mt. Bachelor Ski & Summer 13000 SW Century Drive Bend, Oregon Phone: (541) 693 0900 jmcleod@mtbachelor.com CENTRAL OREGON FILM OFFICE (310) 848 3967 Tax ID: 47-5297333 Board Members: Tammy Baney Christine Coffin Sandy Henderson John McLeod The Central Oregon Film Office is currently meeting with Central Oregonians to discuss joining our Board. We aim to increase our Board to upwards of seven or nine members by year end 2017. Deschutes County Arts & Culture Grant Prograin 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: 1. This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to judithuCaWeschutes.pre no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: Organization Name: Address: ortv-341 city: State: OrZ Zip Code: -7'17c, t �C Telephone Number: Email Address: Certification: On behalf of the organization specified above, I certify the following: I . All information included in this application is accurate. 2. I am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. Scanned by CamScanner 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity. Signature: Print Name: -JA I Title: Date: 41 1) Scanned by CamScanner NARRATIVE RESPONSES ORGANIZATION 1. The Central Oregon Youth Orchestra (COYO) is a regional youth orchestra program established in 2012. COYO is dedicated to educating and inspiring young musicians through exceptional ensemble training and performance opportunities. We have created a unique opportunity for music students throughout Central Oregon, providing them the opportunity to perform differing styles and genres of music than they can in our local public schools. Our students also are afforded the chance to study with world renowned musicians and educators, and perform in world renowned venues. In the past three years, COYO has worked with Grammy award winning composer Christopher Tin, faculty from multiple universities, and even traveled to Carnegie Hall to perform. 2. We aim to provide this unique educational experience to all student musicians throughout Central Oregon, regardless of any barriers that may exist (socio-economic level, location, transportation, etc). 3. Tyler Cranor serves as the Executive Director and oversees all daily operations as well as finances, fundraising, marketing and PR. In addition, he manages all contracted personnel in the organization, including: Julia Bastuscheck and Eddy Robinson serve as our ensemble conductors and oversee all rehearsals and music programming. Dan Flagg, Ben Kroeker and Krista Aasland serve as our Chamber Ensemble Coaches. They oversee all rehearsals and music programming, as well as performance opportunities for these small groups. Our Board of Directors is currently made up of 8 community members ranging from band directors, local business owners and cOYO parents. PROGRAM, PROJECT OR ACTIVITY 1. COYO Artist In Residency Series — Ryan Fitzpatrick 2, $3,000 3. The goal is to continue our annual Artist In Residency Series, which involves bringing professional musicians into the Deschutes County area to work with students in the youth orchestra, school music programs, and musicians throughout our communities. q. The primary population that will benefit from this program are the students participating in the youth orchestra (approximately 80), as they will receive the most time directly working with Mr. Fitzpatrick. However, additional music students and community members will get to learn from our guest artist by attending recitals and workshops. 5, Our Artist in Residency Series benefits citizens from all areas of Deschutes County. Our highest priority target population not only includes all COYO students, but also student musicians and their families from middle and high schools throughout the county, including: Bend/LaPine School District, Sisters School District and Redmond School District. Scanned by CatnScanner 6. Our Artist In Residency Series, much like our entire organization, is designed to supplement and bolster the public school music programs in the area. The vast majority of our students also receive music education at our areas schools. We aim to provide a unique performance experience for these students, while also enhancing their overall musical education and experience. 7. Ryan Fitzpatrick will start by flying into Redmond Oregon on the morning of Friday March 9`4. A homestay has been arranged through our board of directors to reduce overall costs. During the afternoon and evening of the 9'h, Mr. Fitzpatrick will rehearse with our hired piano accompanist, and meeting with the COYO ED and board of directors. On Saturday March 10'h, he will attend a meet and greet with all of our students, and then proceed to give private lessons to 10 of our string students. On Sunday March 11'h, he will give a music masterclass to all of our cello students, and a workshop to interested community members. That evening he will perform a public recital along with our String Quartet, Woodwind Quintet and Brass Choir. On Monday March 12th, Mr. Fitzpatrick will perform a recital at a Bend high school, to which all area music students will be invited. He will then return to Alaska on Tuesday March 131h. 8. The budget breakdown for this program is as follows: - Travel Costs: $1,000 - Contracted Payment to Ryan Fitzpatrick: $1,500 - Payment to piano accompanist: $S00 - Food Stipend: $200 - Recital Venue Rental: $800 (covers both recitals) - Marketing: $300 - TOTAL: $4,300 (we plan to cover the additional costs through other means) 9. We have already decided on several partner organizations, and will continue to work on more. The 2"0 Street Theater gave us a non-profit/charity rate for their venue on Sunday March 11'h. Additionally, the Cascade School of Music (a local non-profit music school) has agreed to help us market the program. We are currently looking for a main sponsor for the event, and the appropriate school to host the Monday recital. 10. Receiving county funds will allow us to rent the recital and workshop venues. Each of these events will be ticketed events for non-COYO members. These ticket sales will in turn help reimburse us for some of the cost of the event. Additionally, our sponsor will want to see that our events are taking place in visible venues, and are marketed well. Deschutes County funds will ensure that both of those aspects are successful, and that COYO receives proper sponsor funds. PERFORMANCE MEASUREMENT 1. Identifiable measurements that will be used to measure the success of the event include: a. Private Lessons: We expect that 10 students will receive an individual private lesson b, Masterclass(Workshop: We expect that 15 COYO students, and 15 community members will attend these events. Scanned by CarnScanner c. Recitals: We intend to sell tickets for the Sunday recital at 2nd Street Theater, which houses an audience of 105. The recital at a local high school would have an expected attendance of 100 students, and 5 teachers. 2. The Artist In Residency Series is designed to expose local music students and community musicians to high quality, professional musicianship from around the world. Our cello students most specifically will gain valuable insight into playing technique and musicality on their instrument. All of the COYO students and all recital attendees will gain a greater appreciation for music in general, and have the rare chance to see a string musician of this caliber perform in Central Oregon. The implementation of this program will financially benefit several local businesses. The recital venue, 2nd Street Theater will benefit by having another event hosted at their venue, bringing in over 100 paying customers. Our marketing dollars will go through Abracadabra Printing and Design. The local business that sponsors the event will benefit through exposure on our event programs and on our website. Scanned by CamScanner jj�� t)epuctrnent of the Trcasufy I S Infernal Revenue Sen Ire P.O. Box 2508 In reply refer to: 0248225078 Cincinnati OH 45201 July 17, 2017 LTR 4168C 0 36-4738496 000000 00 O0018585 BODC: TE CENTRAL OREGON YOUTH ORCHESTRA AMY GOESER KOLB 2660 NE HIGHWAY 20 STE 610 # 351 M - BEND OR 97701-6403 044501 Employer ID Number: 36-4738496 Form 990 required: YES Dear Taxpayer: This is in response to your request dated July 06, 2017, regarding your tax-exempt status. We issued you a determination letter in June 2014, recognizing you as tax-exempt under Internal Revenue Code (IRC) Section 501(c) (03). Our records also indicate you're not a private foundation as defined under IRC Section 509(a) because you're described in IRC Sections 509(a)(1) and 170Cb)(1)(A)(vi). Donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106, and 2522. In the heading of this letter, we indicated whether You must file an annual information return. If a return is required, you must file Form 990, 990 -EZ, 990-N, or 990 -PF by the 15th day of the fifth month after the end of your annual accounting period. IRC Section 6033(j ) provides that, if you don't file a required annual information return or notice for three consecutive years, your exempt status will be automatically revoked on the filing due date of the third required return or notice. For tax forms, instructions, and publications, visit www.irs.gov or call 1 -800 -TAX -FORM (1-800-829-3676). If you have questions, call 1-877-829-5500 between 8 a.m. and 5 P.m., local time, Monday through Friday (Alaska and Hawaii follow Pacific Time). Scanned by Cam5canner CENTRAL OREGON YOUTH ORCHESTRA AMY GOESER KOLB 2660 NE HIGHWAY 20 STE 610 N 351 BEND OR 97701-6403 0248225078 July 17, 2017 LTR 4168C 0 36-4738496 000000 0000018586 Sincerely yours, /�z -- R W6 X� Kim A. Billups, Operations Manager Accounts Management Operations 1 4 D ILU Q lo' l.� � c,T V► �n� _L (G5, cx&("c is ,rte Scanned by CamScanner LgL4 C','3 \0 15'5d01C8 � .Form 1096 Annual Summary and Transmittal of U.S. Information Returns .-= Department of the Treasuryi Internal Revenue Service FILER'S name CENTRAL OREGON YOUTH ORCHESTRA Street address (including room or suite number) 2660 NE HWY 20 STE 610-351 City or town, state or province, country, and ZIP or foreign postal code BEND, OR 97701 Name of person to contact Teiephene, numcer TYLER CRANOR (458) 206-6550 Email address Fax number ocyoed@gmaii.com I Employer identification number 1 2 Social security number 3 Tota! m;mber of forms 36-4738496 11 5 6 Enter an "X" in onIX one box below to indicate the type of form being filed. W -2G I 1097 -BTC I 1098 1093-G I 1098-E I 10:S_Q I 1(Y -d -T 10G A 32 50 81 78 84 ,- 83•' -- -I For Official Use Only 1 4 Federz, .. _., ..aK ,,,;ti e'd � 5 Tczl amCu^t r=poral 1•, an this Fcnn iCC6 S 00 S --- 21050.00 7 Frrm 1699-'.'iSC -,m NEC n box , cneck � l� 1C40 IM !099-K Sc pp 10 I❑ ❑ ❑! ! _ _ 1099 -LTC 1099-MISC 1099-00 1099 -PATH 1093.0 1099 -CA 1033-R 10 3-S i o9 -S=. 2921 ='7 ' 5495_LA 54 5 C4 5 -;9S -SA 93 95 96 97 31 1A 75 95 2. .._ ._ 72 2A -•Ll Return this entire page to the internal Revenue Service. Photocopies are not acceptable. Under penalties of perjury, I declare that I have examined this return and accompanying documents, and, to the best of my knowledge and belief, they are true. correct. and complete. signature P. Title ► Date ► instructions to file. Fie Form 1096 as follows. Future developments. For the latest information about developments • With Forms 1097, 1098, 1099, 3921, 3922, or W -2G, file by With February 28, 2017. related to Form 1096, such as legislation enacted after It was go to www.irs.gowform 1096- Caution: File Form 1099-MISC by January 31. 2017, if you are 7 published, Reminder. The only acceptable method of fling the information reporting nonemployee compensation in box 7. Also, check box above. listed on this form in box 6 electronically with the Internal returns Revenue Service is through the FIRE system. See Pub. 1220. .With Fortes 5498, file b May 31, 2017. Y Y Purpose of form. Use this form to transmit paper Forms 1097, 1098, Where TO File 1099, 3921, 3922, 5498, and W -2G to the Internal Revenue Service. Send all information returns filed on paper with Form 1096 to the Caution: It you are required to file 250 or more information returns of following. any one type, you must file electronically. if you are required to file If your principal business, office electronically but fall to do so, and you do not have an approved or agency, or legal residence in Use the following waiver, you may be subject to a penalty. For more information, see the case of an individual, Is three -line address part F in the 2016 General Instructions for Certain Information Returns. located in Forms 1099 -OA and 5498 -OA can be filed on paper only, �► regardless of the number of returns. Alabama, Arizona, Arkansas, Who must file. The name, address, and TIN of the filer on this form those enter in the upper lett area of Forms Connecticut, Delaware, Florida, Georgia, Kentucky, Louisiana, Maine, Department of the TreasuryMassachusetts, Now must be the same as you 1097, 1098, 1099, 3921, 3922, 5498, or W-213. A filer is any person or Mississippi, Intemal Revenue service Center Hampshlre, New Jersey, New Mexico, Austin, TX 73301 entity who files any of the forms shown in line 6 above. New York, North Carolina, Ohio, Enter the fifers name, address (including room, suite, or other unit Pennsylvania, Rhode Island, Texas, number), and TIN in the spaces provided on the form. Vermont, Virginia, West Virginia For more Information and the Privacy Act and Paperwork Reduction Act Notice, Cat. No. 144000 Form IUyt1(20161 see the 2016 General Instructions for Certain Information Returns. Scanned by CarnScanner P- 1 nR6 120161 Alaska, California, Colorado, District of Columbia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Michigan, Department of the Treasury Minnesota, Missouri, Montana, Internal Revenue Service Center Nebraska, Nevada, North Dakota, Kansas City, MO 64999 Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Utah, Washington, Wisconsin, Wyoming If your legal residence or principal place of business Is outside the United States, file with the Department of the Treasury, Internal Revenue Service Center, Austin, TX 73301. Transmitting to the IRS. Group the forms by form number and transmit each group with a separate Form 1096. For example, if you must file both Forms 1098 and 1099-A, complete one Form 1096 to transmit your Forms 1098 and another Form 1096 to transmit your Forms 1099-A. You need not submit original and corrected returns separately. Do not send a form (1099, 5498, etc.) containing summary (subtotal) information with Form 1096. Summary information for the group of forms being sent is entered only in boxes 3, 4, and 5 of Form 1096. Box 1 or 2. Make an entry in either box 1 or 2: not both. Individuals not in a trade or business must enter their social security number (SSN) in box 2; sole proprietors and ail others must enter their employer identification number (EIN) in box 1. However, sole proprietors who do not have an EIN must enter their SSN In box 2. Use the same EIN or SSN on Form 1096 that you use on Forms 1097, 1098, 1099, 3921, 3922, 5498, or W -2G. Box 3. Enter the number of forms you are transmitting with this Form 1096. Do not inclutie blank or volded forms or the Form 1096 In your total. Enter the number of correctly completed forms, not the number of pages, being transmitted. For example, if you send one page of three -to -a -page Forms 1096 with a Form 1096 and you have correctly completed Iwo Forms 1098 on that page, ontor "2" in box 3 of Form 1096. Box 4. Enter the total federal Income tax withheld shown on the forms being transmitted with this Form 1096, Box 6. No entry is required it you are filing Form 1098-T, 1099-A, or 1099-0. For all other forms, enter the total of the amounts from the specific boxes of the forms listed below. Page 2 Form W -2G Box 1 Form 1097 -BTC Box 1 Form 1098 Boxes 1 and 6 Form 1098-C Box 4c Form 1098-E Box 1 Form 1098-0 Box 4 Form 1099-8 Boxes 1 d and 13 Form 1099-C Box 2 Form 1099 -CAP Box 2 Form 1099 -DIV Boxes 1 a, 2a, 3, 8, 9, and 10 Form 1099 -INT Boxes 1, 3, 8, 10, 11, and 13 Form 1099-K Box 1a Form 1099 -LTC Boxes 1 and 2 Form 1099-MISC Boxes 1, 2, 3, 5, 6, 7, 8, 10, 13, and 14 Form 1099-OID Boxes 1, 2, 5, 6, and 8 Form 1099-PATR Boxes 1, 2, 3, and 5 Form 1099-Q Box 1 Form 1099 -QA Box 1 Form 1099-R Box 1 Form 1099-S Box 2 Form 1099 -SA Box 1 Form 3921 Boxes 3 and 4 Form 3922 Boxes 3, 4, and 5 Form 5498 Boxes 1, 2, 3, 4, 5, 8, 9, 10, 12b, 13a, and 14a Form 5498 -ESA Boxes 1 and 2 Form 5498 -OA Boxes 1 and 2 Form 5498 -SA Box 1 Corrected velums. For information about filing corrections, see the 2016 General Instructions for Certain Information Returns. Originals and corrections of the same type of return can be submitted using ono Form 1096. ® Panted on rocyclod paper (;;a U, a GOVERNMENT PRMTING OFFICE 2016.04)490130545 Scanned by CamScanner Central Oregon Youth Orchestra 2017-2018 Proposed Budget Budget July 2017 through June 2018 Budget 17-18 Income 40WS • INCOME 4000- Received 5 3,000 4001 Tuition Income S 27,500 4002 • CDs7DVDs sates S 750 4004 • FM & Amazon Rebates S 400 4005 - Great Lakes Scrip Rebates -Presto Pay S 10011, 4006 . Great Lakes Seip Gi, Cards So;d S 1,000 4011 • Fundraising S 3,000 7000 • Summer Strings Tuition S 1,500 New Grants Total Income Expenses 5000 • Conductors $ S 37,250 6,800 5001 -Chamber Coaches S 2,200 5002 - Staff/Board Meetings S 300 5003 • Sectional Coaches S 1,800 5004 • Guest Artists S 3,500 5005 - Concert Production S 2,500 5006 Rehearsal, Concert Venues, Ins S 1,750 5007 CPA S 500 5008 • Student Food $ 700 5010 Office Supplies S 500 5011 Mailings $ 150 5012 • fAusic and Photocopies S 850 5015 • fAarketing/Publicity S 800 5018 - Non Specific Operating Expenses $ 200 5020 • Taxes and Professional Fees $ 500 5021 • Gifts S 200 5023 • Musical Equipment S 100 5024 • Subsidized Lessons & Scholarships $ 300 5026 Service Fees $ 15 5030 • Office & Utilities, Etc. 5031 • Executive Director Salary S 12,000 New Staff - Operations IAanager 5032 • APLOS Total 5000 • Expenses 7000 - Summer Strings S $ 100 35,765 7001 • Summer Strings Conductor 7002 • Summer Strings Venue/insurance 5 S 600 400 7003 • Summer Strings Supplies $ 100 7004 • Summer Strings Coaches $ - Total Summer Strings Total Expenses Net Operating Income $ $ S 1,100 36,865 385 Scanned by CamScanner CENTRAL OREGON YOUTH ORCHESTRA GUEST ARTIST PROGRAM - BUDGET 2017-2018 SEASON INCOME Deschutes County Arts & Culture Grant Sponsorship Recital and Workshop Ticket Sales $3,000 $500 $800 TOTAL INCOME $4,300 EXPENSES Guest Artist Travel Payment to Guest Artist Payment To Accompanist Food Per Diem for Guest Artist Recital Venues Marketing $1,000 $1,500 $500 $200 $800 $300 TOTAL EXPENSES $4,300 NET OPERATING INCOME $0 Scanned by CamScanner COYO CENI VAL OREGON YOUTH ORCHEMA CENTRAL OREGON YOUTH ORCHESTRA BOARD OF DIRECTORS President: Kim Sarao 541-480-2905 — kimsarao66@gmail.com Parent of a student of the program, experienced in office management longest tenured board member with significant understanding of the history and operation of COYO Secretary: Sandi Perl perls@bendbroadband.com Treasurer: Krista Aasland 541-771-1055 — kristaaasland@gmail.com Operations manager forThe Central Oregon Symphony, professional flutist, experience with non-profit operations and bookkeeping Wendy Bloom 541-788-2645 — bloom@bendcable.com Significant work experience and connections with school districts and IT departments, accomplished bassoonist Julie Keener 541-383-7728 - jkeener@cocc.edu Parent of a student in the program, instructor of mathematics at central Oregon community college Mike LaTorre 541-241-0680 — mike.latorre@bend.kl2.or.us Bond Director at Pilot Butte Middle School, Bend Oregon Kelly Mullins 541-419-4360 — Kelly.blair.mullins@gmail.com Band Director at Obsidian Middle school, Redmond Oregon — professional flutist Akiko Oncken akiko.oncken@gmail.com Parent of COYO students, active with concert preparation and community relations Anna Schmitt Anna.schmitt@bend.kl2.or.us Parent of COYO students, school district employee Scanned by CamScanner Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: 1. This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. 3. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to iudithui( dcsch i s.org, no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: I Suzy Olsen I Organization Name: Deschutes Public Library Foundation Address: PO Box 963 City: Bend State: pR Zip Code: 97709 Telephone Number: (541) 312-1027 Email Address: admin@dplfoundation.org Certification: On behalf of the organization specified above, I certify the following: I . All information included in this application is accurate. 2. 1 am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. if awarded, Ails & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity. Signature: Print Name: Title: OQ-de. 9 la -�Dr Deschutes County Arts & Culture Grant Application Organization 1. Describe the history of the organization, including the year the organization was established. The Deschutes Public Library Foundation was founded by forward -thinking community members in 1993 to provide dependable, sustainable funding that supports and enhances library programs and outreach services that are not funded through taxes. 2. State the organization's mission, goals, and programs or services provided. The Deschutes Public Library Foundation raises and manages funds to ensure world-class library programs that reach and serve all people in Deschutes County. The Foundation is committed to providing a free, accessible and inclusive environment so that all Deschutes County residents can reach their full potential. The Foundation provides funding to support the Library's Summer Reading Program, Early Learning Initiatives, "A Novel Idea" community read program, an expanded collection of books, ebooks, music and movies. Through the Foundation's support, individuals gain access to books, technology resources, early literacy programs, and cultural programs that build and enrich our communities throughout Deschutes County. • The Summer Reading Program offers children, teens, and adults the opportunity to participate in activities that encourage reading and life-long learning. More than 7,000 children, teens, and adults participate each year. • Early Learning Spaces build a foundation that helps young children enter school ready to learn by fostering curiosity and promoting the five early literacy activities: read, play, talk, write, sing/rhyme. The Deschutes Public Library Foundation secured the funding for the Early Learning Spaces in the East Bend, Downtown Bend, Redmond, Sisters, and La Pine Libraries. • "A Novel Idea" is the largest community read program in the state of Oregon and brings thousands of residents together to share the common bond of reading and discussing one book, as well as participating in vibrant cultural and literary events. Last year more than 6,700 residents read, discussed, and attended free cultural and author events at the Library's six branches and at partnering businesses. • The Author! Author! literary series brings world-class authors to Central Oregon to present and engage readers. Authors visit high schools and lead workshops and discussions with students. Students are provided free books. 3. Describe the leadership and structure of the organization. Deschutes Public Library Foundation is governed by a dedicated board of volunteers and a part-time staff member. The Deschutes Public Library Foundation is the lead agency for "A Novel Idea" and closely collaborates with the Deschutes Public Library to implement the program. The Foundation provides the vision, leadership and funding for the successful program and the Deschutes Public Library provides the dedicated staffing. Library staff is highly experienced at organizing and implementing cultural and literary events and has a proven track record of engaging community residents. More than 6,700 people participated in "A Novel Idea" in 2017. The project director and project coordinator have been with the program since its inception 15 years ago. This experienced team also oversees the creation and distribution of marketing materials—such as the readers guide, posters, bookmarks, and print and radio ads—as well as the dissemination of information via the Library's robust eNewsletter and social media platforms. Deschutes Public Library Foundation Page 1 of 5 Program Proiect, or Activity 1. Provide a title of the proposed initiative for which funds are being requested. "A Novel Idea" community read program 2. Indicate the dollar amount requested for a grant. $4,000 3. Describe the goals and objectives of the proposed initiative. The goal of the Library Foundation's "A Novel Idea" program is to break down barriers by creating a free and accessible space for all residents to come together and build community through the shared experience of one book. "A Novel Idea" increases cultural literacy and an appreciation of arts throughout our region. Its two main objectives are: 1) to provide free and open access to cultural, artistic, and scholarly programs to all residents throughout Deschutes County, and 2) to support the work of artists, cultural experts, and scholars within Deschutes County and Oregon. Every program, including the author event, is free and fully accessible to the public. 4. Identify the target population which will be served. "A Novel Idea" serves adults, seniors, and teens throughout Deschutes County in Bend, La Pine, Redmond, Sisters, and Sunriver. More than 6,700 people are expected to participate in "A Novel Idea" 2018. We include students and seniors in the program to foster a multi -generational appreciation for culture and scholarly works. Book discussions with Deschutes Public Library librarians are held at regional senior centers. Teachers at the local high schools and Oregon Youth Challenge are provided discussion materials allowing them to have impactful and thought-provoking discussions with their students. Outreach for "A Novel Idea" includes providing free books to local high school students, senior centers, and Oregon Youth Challenge students as well as free guides and tickets to the author presentation. In 2017, more than 6,700 teens, adults, and seniors participated in "A Novel Idea" discussions, programs and events. As the communities of Central Oregon grow, "A Novel Idea" continues to reach out to new and established community members seeking to participate in cultural experiences and scholarly programs. 5. Identify the geographic area(s) of Deschutes County which will benefit. All residents of Deschutes County will benefit. 6. Describe how the proposed initiative will positively impact the community and complement existing services currently provided by Deschutes County. There are very few cultural and literary opportunities that are free and available to all residents in Deschutes County. "A Novel Idea" breaks down financial and geographical barriers through the creation of free cultural and scholarly programs that increase cultural literacy and an appreciation of arts throughout our region. It is the only program of its kind in the region and provides more free access than any other cultural or arts program in Deschutes County. Deschutes Public Library Foundation Page 2 of 5 "A Novel Idea" provides an opportunity for people in Deschutes County to experience a variety of cultural programs, scholarly lectures, and author presentations in an open, free, and fully accessible environment. "A Novel Idea" brings community members together from various socioeconomic, educational, and ethnic backgrounds and connects us through the sharing of ideas and discussion, while highlighting the importance of literature in our lives. With 6,700+ people participating in "A Novel Idea" each year, the impact on our community is far reaching. "A Novel Idea" builds community and common ground for safe discussions regarding issues that could provoke emotion or differences. And, it provides opportunity for the residents of Deschutes County to participate in provocative cultural and author programs. The wealth of experts provided to members in the community is something many local residents would never have the opportunity to experience. The Deschutes Public Library has a branch in every town throughout Deschutes County. Community members know the Library as a welcoming place for all individuals regardless of ethnic background, disability, age, gender, sexual orientation, or socioeconomic status. The programs, exhibits, discussion groups, and author presentations for "A Novel Idea" are free and open to all citizens and are ADA compliant. The library rarely sets an age limit to its programs unless alcohol is being served or the content is too mature. The library records some of its programs and makes them available online for people to access from home, work and in the library at the free computers. Three of the largest libraries have direct public transportation access in front of the buildings. 7. Describe in detail how the proposed initiative will be implemented. The 2018 featured novel will be announced to the public in a highly anticipated annual unveiling in December 2017 at the Downtown Bend Library. The community is invited to read the novel over the next few months. In April 2018 residents of Deschutes County are invited to experience the novel through approximately 25 presentations and events that explore the novel's themes and ideas through film, art, food, lecture, discussion, and reading. The "A Novel Idea" program culminates with a presentation and discussion by the author in early May. 8. Describe specifically how the requested funds will be used. The funds will be used to hire local and regional experts to provide cultural presentations and programs at the Library's six branches and/or at local venues in Deschutes County. 9. Identify any partner agencies which will collaborate to implement the proposed initiative. Once the featured novel is selected in the fall of 2017, collaboration occurs with local artists, culinary experts, musicians, historians, cultural experts, theatres, book sellers, restaurants, and area businesses. Past community partners have included: Central Oregon Community College, The Bulletin, the Sisters Nugget, OSU- Cascades, Wabi Sabi, Paulina Springs Books, Herringbone Books, Sunriver Books and Music, Roundabout Books, McMenamins Old St. Francis School, High Desert Museum, Atelier 6000, Tin Pan Theater, as well as numerous local artists, writers and historians. 10. Describe how County funds will be used to leverage other sources of funding to support the proposed initiative. County funds will be used as leverage to secure grants from other possible funders such as the Oregon Arts Commission. Deschutes Public Library Foundation Page 3 of 5 Performance Measurement 1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative (examples: number of persons in attendance and/or number of classes or events held). The overall number of Deschutes County residents participating in "A Novel Idea" 2018 is expected to exceed 6,700. In 2018, more than 20 cultural programs will be offered throughout Deschutes County in the months of April and May. More than 15 book discussions will be held at Deschutes Public Library branches, local bookstores, the Bend Senior Center, and local high schools. We measure the project in a variety of ways. The Library's circulation database provides us the number of times the chosen book was checked out at each Deschutes Public Library branch and provides the number of readers and in which city they reside. At each cultural, artistic, and author program we count the number of participants in attendance; we also attain demographic information at those events to understand who is participating in the programs through a demographic survey. We gather book sales numbers from local book stores and art galleries, and we keep count of the number of book club kits that we distribute throughout Deschutes County and the number of participants in each club. "A Novel Idea" project staff, the Library director, and the Library Foundation Board review the evaluations and statistical findings together. In 2017, local book stores sold more than 365 copies of the featured novel; 1,326 people participated in local book clubs and received book club kit materials; The Bulletin distributed 20,000 readers guides; and the Sisters Nugget distributed 6,900 readers guides. For the featured author event at Bend High School auditorium, more than 1,400 residents were in attendance. 2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and understanding of the arts or cultural topics). The desired outcome is to create space for more than 6,700 residents to discuss, understand, and discover the underlying themes of the novel and to participate in free cultural programs and scholar-led discussions. The Foundation seeks to promote inclusivity, diversity, and equity throughout Deschutes County. "A Novel Idea" is a program that builds community through encouraging everyone to read the same novel and then explore it together through book discussions, cultural programs, art workshops and exhibits, author presentations, and social media. The cultural programs offered are diverse and far-reaching, thus serving a variety of interests. All of the programs, art exhibits, and discussions are free for all participants. This allows people from a variety of backgrounds to come together who might not otherwise meet or hear each other's perspective. Central Oregon continues to have a large influx of people moving to the area from outside of the region and the state. By hosting the "A Novel Idea" program each year, we hope to allow new community members, and long- established community members, to form a common interest and bond. This connection is increasingly important as our community continues to grow. "A Novel Idea" strengthens the arts in Deschutes County by partnering with local organizations to develop programs and workshops for the public and to engage our residents in the creation of art based on the themes of the novel. Local artists present workshops to raise awareness of art and to provide hands-on activities for residents to create. Art receptions are held to both raise awareness about the gallery and to display the artists' work. Library branches display themed artwork (quilts, photographs, paintings) with the artists' statements on how the selected novel inspired their piece. Deschutes Public Library Foundation Page 4 of 5 Quality cultural experiences will be available to all Deschutes County residents. The success of the event will be determined by the following factors: 1) number of participants in attendance; 2) programs that provoke thoughtful and meaningful discussions; and 3) residents build connections to others in the community. 3. Estimate financial impact to the local economy as a result of the proposed initiative. Through the "A Novel Idea" program, the Library Foundation supports local printers, publishers, bookstores, hotels, caterers, vineyards, breweries, a photographer, a videographer, commercial spaces, artists, historians, writers and other non-profit agencies. Local printers will be used to print the bookmarks, posters, invitations, and author event programs. The Bulletin and the Sisters Nugget will be used to print and distribute the reader's guide throughout the community. Local bookstores such as Herringbone, Roundabout Books, Paulina Springs Books, Sunriver Books and Music, and Barnes and Noble will sell the featured novel as well as host book discussions. The sale of the featured novel is expected to be more than 400 books locally. Hotels are booked for visiting scholars, artists, and the featured author. Caterers are used at the Unveiling event in December as well as beer and wine from local breweries and vineyards. The featured author reception is held at a local event space. For the past two years, it has been at the Deschutes Brewery's Mountain Room. A local professional photographer and videographer are hired to document the programs and featured author event. Many programs are often held at other non -profits and businesses within Deschutes County such as the High Desert Museum, Atelier 6000, Tin Pan Theater, McMenamins, and Wabi Sabi. Not only does this provide revenue, but it also increases their exposure within the community. Local artists, writers, and historians are hired to lead cultural programs that are free and fully accessible for the public. Deschutes Public Library Foundation Page 5 of 5 INTERNAL REVENUE SERVICE DISTRICT DIRECTOR P. 0. BOX 2508 . CINCINNATI,, OSI 45201 Date: APR DESCHUTES COUNTY,PUBLIC LIBMY -FOUNDATION INC 507 NW WALL ST - BEND, OR. 97701-2607 DEPARTNKNT OF THE TREASURY Employer Identification Number: 94-3178822 DLN: 17053066724028 Contact Person: D. A. DOWNING. Contact Telephone Number: (513) 241-5199 Our Letter Dated: May 1993 Addendum Applies: No Dear* Applicant: _ This modifies our letter of the above date in which we stated that you would be treated as an organization. that is not a private foundation until the expiration of your advance ruling period. Your exempt status under section 501(a) of the Internal Revenue Code as an organization described in section 501(c)(3) is still in effect. Based on the information you submitted, we have determined that you are not a private foundation within the meaning of section 509(a) of the Code because you are an organization of the type described in section 509(a)(1) and 170(b)(1)(A)(vi). Grantors and contributors may rely on this determination unless the Internal Revenue Service publishes notice to the contrary. However, if you lose your section 509(a)(1) status, a grantor or contributor may not rely on this determination if he or she was in part responsible for, or was aware of, the act or failure to act, or the substantial or material change on the part of the organization that resulted in your loss of such status, or if he or she acquired knowledge that the .Internal. Revenue Service had given notice that you would no longer be classified as a section 509(a)(1) organization. If we have indicated in the heading of this letter that an addendum applies, the addendum enclosed is an integral part of this letter. Because this letter could help resolve any questions about your private foundation status, please keep it in your permanent records. If you have any questions, please contact the person whose name and telephone number are shown above. Sincerely yours, s e-- '4. iis tor I t Letter 1050 (DO/CG) OMS Not guar, . ■/�� Return of Organization Exempt From Income Tax OM20,E Fon, 990 0 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Department of the Treasury 10iDo not enter social security numbers on this form as it may be made public. Open to Public Internal Revenue Service 11'.l information about Form 990 and its instructions is at www,rs. ovlfonn990. Inspection A For the 2015 calendar ear or taxyearbeginning 07101115 and endin 06/30/16 D Employer Identification number B Check If applicable: c Name of organization Deschutes Public Library ❑ Address change Foundation Inc 94-3178822 ❑ Name change Doing business as Number and Street (of P.O. box it mal' is not delivered to sueet address) Room suite E Telephone number 541-312-1027 . • • • • ❑ Initial return 507 NW Wall Street ❑Final return/ city or town, state or province, country, and ZIP or foreign postal code 303L158 terminated Bend OR 97701 G Gross recel ts$ ............... ❑ Amended return F Name and address of principal officer: H(a) Is this a group return for subordinates? ❑ Yes 'X7 No ❑ Application pending Min Jackson El ❑ N. 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 HM Are all subordinates included? 5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ..................... 5 If "No;' attach a list. (see instructions) ------ v . ► t_ Year of formation: 1 4 20 Total assets (part X, line 16) •.... .. 302 224 34t3y-3�� 21 Total liabilities {Part X, line 26} . • • .. _ ... • , _ _ _ • • • .. • . . .. .................................. • • 302,2241_ _ 34 8 , 355 4 22 Net assets or fund balances. Subtract Zine 21 from line 20 . . Part II Signature Block Ing accompanying schedules and statements, and to the best of my knowledge and belief, it is Under penalties of perjury, I declare that I have examined this retum, includ true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Date Sign Signature of officer Here ' Kim Jackson President Type or print name and tide Phntlrype preparer's name Preparer's signature Date jche X If PTIN Paid christo her L Mahr ployed P00048558 Christopher L Mater Preparer rlrm'sname ► Chr±s Mahr + Associates CPAs FimsEw/ 20-1598829 Use only 805 SW Industrial Way, Suite 1 Finn's address 1, Bend, OR 97702-1093 Pnanend. 541-647-2104 Yes I I No May the IRS discuss this return with the preparer shown above? (see instructions) . , , Form 990 (2015) For paperwork Reduction Act Notice, see the separate instructions. DAA 1 Briefly describe the organization's mission or most significant activities: ................. . • • • • See Schedule O....... E_....._ ............... 0 2 Check this box ►❑ if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI, line 12) ... . • .. . ........................... . 3 13 1 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 0 5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ..................... 5 55 6 Total number of volunteers (estimate if necessary) .... • .... _ _ • ......................................... .......... 6 0 7a Total unrelated business revenue from Part VIII, column (C), line 12 ....... , . . . . .................... .... 78 0 b Net unrelated business taxable income from Form 990-T, line 34 ................ .......... ........... ........... 7b Nor Yea 102 739 Current Year 124,318 8 Contributions and grants (Part VIII, line 1h) ............ .................. ............. 0 to....... m9 Program service revenue (Part VIII, line 2g) .... . . . . . . .. . . _ .......................... ....... 1 183 —4,418 > 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) 11e) —8 420 8382 11 Other revenue (Part VIII, column (A), lines 5, Bd, 8c, 9c, 10c, and . . .. . . . . . . ... . 95 502 128 282 12 Tota) revenue — add lines 8 through 11 must equal Part VIII, column (A), line 12 .... .. . . ... 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) .... , . , • . . ... . ......... 0 14 Benefits paid to or for members (Part IX, column (A), line 4) • .. . . . . . . . .. . ............ _ .... - 0 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) . . . , 0 0 16a Professional fundraising fees (Part IX, column (A), line 11 e) • ...... . . . . ........ . b Total fundraising expenses (Part IX, column (D), line 25) ► ... , .. , • ... • .. • , 117 942 82,151 17 Other expenses (Part IX, column (A), lines 11a-11 d, 11f -24e) , ... , • ......... , .. 117 942 82,151 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) , _ , .. • .... , ..... —22,440, 461131 I . r _.. ., r.,.... -..., —n It thirnnt line 18 from line 12 ......... . ..... „_., , . • ......... 4 20 Total assets (part X, line 16) •.... .. 302 224 34t3y-3�� 21 Total liabilities {Part X, line 26} . • • .. _ ... • , _ _ _ • • • .. • . . .. .................................. • • 302,2241_ _ 34 8 , 355 4 22 Net assets or fund balances. Subtract Zine 21 from line 20 . . Part II Signature Block Ing accompanying schedules and statements, and to the best of my knowledge and belief, it is Under penalties of perjury, I declare that I have examined this retum, includ true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Date Sign Signature of officer Here ' Kim Jackson President Type or print name and tide Phntlrype preparer's name Preparer's signature Date jche X If PTIN Paid christo her L Mahr ployed P00048558 Christopher L Mater Preparer rlrm'sname ► Chr±s Mahr + Associates CPAs FimsEw/ 20-1598829 Use only 805 SW Industrial Way, Suite 1 Finn's address 1, Bend, OR 97702-1093 Pnanend. 541-647-2104 Yes I I No May the IRS discuss this return with the preparer shown above? (see instructions) . , , Form 990 (2015) For paperwork Reduction Act Notice, see the separate instructions. DAA Foran 990 (2015) Deschutes Pub11C Library 94-3178822 - Page 2 Part Ili Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III............... 1 Briefly describe the organization's mission: See... Schedule.. Q .... , ... ............................. 2 Did the organization undertake any significant program services during the year which were not listed on the Yes No prior Form 990 or 990-EZ? If "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program Yes 0 No services?...................................................... . . ........................................... If "Yes," describe these changes on Schedule O. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 65116 including grants of $ __ ...........) (Revenue $ ..... 4a (Code: ) (Expenses $ ........ !........ ............ .. '73,802 ) ....... ......... Programs to encourageyouth „and adults to read _................................ 4b (Code: ) (Expenses $ including grants of $ ) (Revenue $ ............ . ) OO O O O O O O O O O O O O O o O O O O O O O O O O O O O 0 0 O O o Lo n 4 0 0 0 o r- o 0 0 in Ln o 0 0 0�D 0 0 0 0 V1 O O N O N r -I Ln O O O O N O O O m .--� O � O '1 O m to M to [mYJ M CD rqCD N 00 V'1 a m O 00' 'W c -I a --I a N t: V N' O M m .� V1 N' N N a O o 0 0 0 0 0 0 0 m LL c J a o O a, O o 0 0 0 0 o O o 0 00 0 0 a o n LA O N CL CL. d E b CO O O Z CL 0 0 0 O O o 0 0 0 0 0 ` r7 ri n c •-+ v J c E 0 n. 15 o 0 0 0 0 0 0 0 0 0 O CQ 0 0 0 O O O O Ln O O O O O O 0 0 0 0 N Ln O O O O O O O O 0 0 0 m p o m �i co m� to o0 0 1.6 06 V-1 Ln > 3 O Q M `o Cm 41 t 4) a O O 0Ln Me 0 0 0 0 LD 0 0 0 0 00 O Om 0 00 00 0 O N O 0 N O 0 0 0 3 ' .-I 1� 00' m OD M M 0 C rl N E v no c O ro N is cu U- v a1 v E q 'o cn c o c o S '~ O OJ LL 70 - > C OJ C N V Q O W OVl ti 0CU c N OJ 3 1 c~ OJ C LL cz N 00 Q O OJ o O (7 0= E E� c -Ne aJ ,c m p c �' co CU O V O v c CO o w @ N n 0 v a N + (� y p co 4 s c c W o cs '�° v a `o o 0 o v aci c a> c v JV rocv c Lc c`Oo O O o LLpLL UO LL W c C C OEw Q Q Q Q m m m u H V O ate+ fl_ c W e u o U �0.. r 0 r= r u c U, v O O O 0 0 O .1 0 0 0 p._ 0 d0' O O 0 0 0 O e -i O O in m Ln Lf1 00 N O Ln N e-1 m N 0 0 0O0uO O0 Ln a C� 0 N 0 Ol O 0 .1 m m 0 Q a c u c �2S •- c n` cu co CC C t]O Y a C to CU cu a N v LL 00 d VI y N obi C a d 3 c c c Y u ON c o �i r`0 u c CU O ct a n p> O O O O O 0�1 O c { CIO N tR _ _. p O ® N cn O rl 00 L ted ..-i LM N M r- 0 O E �, ro 6 0` O a O ata ¢a� LL a CL a� cn cbb 2 ro LL v LL U a m u C f6 G O d Z "A Novel Idea" Project Budget Income Foundations/Grants Corporations Individual Contrib u----- Friends Groups _ Fundraiser Events (e.g., "A Novel idea" unveiling),.__......._ _. Earned Income (ticket sales) Total Income ,. Author honorarium Author travel (r/t airfare, hotel) (: DESCHUTES PUBLIC LI BRARY FOUNDATION cash In -Kind 23,500 5,000 ; 10,0( 2,500 7,500 200 0 38,700 10,000 Cultural programs 4,000 Readers' guide, bookmarks, 7,500 10,000 posters, book club kits Books/audiobooks/eBooks 10,000 _ Auditorium space for author 600 presentation December unveiling event 2,000 Donor reception 1,500 --- Photographer 300 Videographer 700 Bus rental for Sisters area 500 1 residents Total Expenses 38,700 10,000 P.O. Box 963 BEND, OREGON 97709 (541) 312-1027 www.dplfoundation.org Deschutes Public Library Foundation Board of Directors 2017-2018 President Nicole Meier 3470 NW Braid Drive, Bend, OR 97703 (541)390-2235 nmeier@gmail.com Affiliations: Freelance writer, blogger and social media consultant. Years of Service: 2 years Vice President Lisa Duggan 1033 NW Farewell Drive Bend, OR 97703 (541) 410-4879 duggan@bendbroadband.com Affiliations: Pacific Crest Community Organization; Summit High School parent group; Summit High Booster Club. Years of Service: 1.5 years Treasurer Brenda Simpson 60340 Chickasaw Way, Bend, OR 97702 (541) 408-7769 bndasimpson@gmail.com Affiliations: Alliance and Project Manager, Bend Research. Years of Service: 2 years Secretary Cindy Barnes 17673 Paladin Drive, Bend, OR 97701 (541) 617-8618 Work 541.706.5918, t' cindy@ barnesview.com Affiliations: St. Charles Medical Center—Quality Coordinator; Deschutes Health Advisory Board. Years of Service: 6 years Brian Fleck 2036 NW Perspective Drive Bend, OR 97703 (541) 312-6506 briansfleck@gma il.com Affiliation: RBC Wealth Management—Senior Vice President, Financial Advisor Years of Service: <1 yr Kim Jackson 2629 NW Three Sisters Drive, Bend, OR 97701 (541) 388-1184 home; (541) 350-1579 cell 4jacks@bendbroadband.com Affiliation: Bend -La Pine School District -Teacher, School Librarian. Years of Service: 4 years Richard Jenkins 18160 Cottonwood Road, PMB 751 Sunriver, OR 97707 (541) 598-9031 2livegood2day@gmail.com Affiliation: University of California, Santa Barbara -Administrator and Professor (retired); Friends of the Sunriver Area Library. Years of Service: 4 years Ann Malkin 1832 NW Perspective Drive, Bend, OR 97701 (541) 280-9385 ann.malkin@gmail.com Affiliations: Bend Research —Communications Director (retired); Deschutes Public Library District Board. Years of Service: 1 year Gretchen Schaffer 19365 Brookside Way, Bend, OR 97702 (541) 350-9292 gretchenlschaffer@gmail.com Affiliations: Remix Marketing Inc. —Vice President; Big Sky Communications —Director, Client Services; TedEx—Speaker Coach; Sparrow Clubs —School Organizer; Mt. Bachelor Sports Education Foundation —Ski Race Volunteer. Years of Service: <1 yr Sarah Wuepper 2074 NW Cabot Lake Court, Bend, OR 97703 (503) 975-5968 sefwuepper@yahoo.com Affiliations: Central Oregon Community College —Mathematics Professor. Years of Service: 1 year Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: I. This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. 3. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to judithura?deschuteti.nr« no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: ,lulie Norfleet Organization Name: Friends of Westside Village Address: 1101 NW 12th ST City: (BEND State: OREGON ( Zip Code: 97703 Telephone Number: 541-420-1163 Email Address: gratefuljulie@gmail.com Certification: On behalf of the organization specified above, I certify the following: 1. All information included in this application is accurate. 2. I am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity. Signature: a QA N WL Print Name: Julie Title: Director of Fundraisi Date: September 27, 2097 Deschutes County Arts & Culture Grant Program Friends of WVMS 2017-18 Application Questions Organization 1. Describe the history of the organization, including the year the organization was established. Friends of Westside Village Magnet School (WVMS) is a 501(c)(3) tax-exempt non-profit organization formed in 2008 by parents and community members from Westside Village Magnet School. Located in Bend, Oregon, Friends of WVMS is operated completely by volunteers. All funds are donated to Westside Village Magnet School, a Bend/La Pine Title 1 Public School. 100% of proceeds support local education projects in Deschutes County. About Westside Village Magnet School: WVMS is a Bend/La Pine Title 1 Public School comprised of 280 students from Kindergarten through 8th grade. Unlike traditional public schools, Westside Village is an inclusive non -graded, mixed aged learning environment. Our unique approach integrates music, art and technology with the required daily curriculum to promote and enhance learning. WVMS provides free supplementary programs such as music, drama, art, foreign language, scholarships, exploratory fields trips, nutrition, tutoring, after- school clubs, and a community garden. These additional Westside Village educational programs are solely funded by donation from Friends of WVMS. 2. State the organization's mission, goals, and programs or services provided. The mission of Friends of WVMS is to fund supplementary public -school programs at Westside Village Magnet School. Last year, Friends of WVMS raised over $136,000 in donation and program fees. 100% of our proceeds are used to fund the supplementary Art, Drama, Music, and Language Programs as well as other educational opportunities at Westside Village Magnet School. Our goal is to fund additional school programs that broaden our students' educational experiences, promote their well-being, and inspire them to reach their full potential. 3. Describe the leadership and structure of the organization. Friends of WVMS is a 501(c)(3) tax-exempt non-profit organization governed by a Board of Directors and Executive staff. The Executive staff and Board members lead projects and oversee the daily organization of volunteers and program staff. Other than program staff, Friends of WVMS is an all -volunteer organization supported by families, businesses and community members. Program, Project, or Activity 1. Provide a title of the proposed initiative for which funds are being requested. 1st Annual Westside Village Tower Theater Performance 2. Indicate the dollar amount requested for a grant. $3,000 3. Describe the goals and objectives of the proposed initiative. On May 11, 2018, Westside Village Magnet School will hold the 1st Annual Westside Village Performance at the Tower Theater. Our goal is three -fold. 1. To give the students of WVMS the opportunity to perform in a professional stage setting 2. To host 2 Tower Theater Performances on May 11th. An afternoon school out -reach performance for the WVMS student body and other Bend/La Pine Students & an evening performance for the public. 3. To raise funds at the Tower Theater Performance for Friends of WVMS Throughout the school year, WVMS students receive free supplemental drama, art, music, language as well as other cultural education. Our Annual Tower Theater Performance will give our students the opportunity to utilize their studies in a professional stage setting. Students will participate in every level of the play including acting, writing, set building, costumes, technical support, advertising, and promotion. In addition, the Westside Village Student Rock Band will play the accompanying music. Friends of WVMS believes performing at the Tower Theater will truly empower our students to discover their voice and inspire their dreams. On May 11, 2018, Westside Village Students will perform two times at the Tower Theater. Our first performance will be a day -time outreach performance for the entire Westside Village Magnet School. All our students will have the opportunity to see their fellow students perform and experience the wonder of the Tower Theater. Our additional afternoon performance tickets will be offered to other elementary and middle schools as an out -reach performance field trip. in addition to empowering our students, the performance will also serve as a fundraising event. Friends of WVMS will host a small silent auction, raffle, concessions of food & drink, and a donor information area. Our goal is to raise over $15,000 to fund our Art, Drama, Music, Language Programs as well as and other supplementary programs at WVMS. 4. Identify the target population which will be served. By having 2 Tower Theater Performances, our event will target over 1000 citizens of Deschutes County. Target population includes: 280 students of Westside Village Magnet School, 200 Bend/La Pine Students attending the outreach performance, 450 Community Members attending the evening performance, WVMS Staff, and Friends of WVMS Volunteers. Our performance will also serve as an example of achievement for the entire public -school community. S. Identify the geographic area(s) of Deschutes County which will benefit. Bend / La Pine School District; City of Bend, Oregon 6. Describe how the proposed initiative will positively impact the community and complement existing services currently provided by Deschutes County. Our students are already receiving drama instruction through the WVMS Drama Program. The Tower Theater Performance will allow our students to utilize their education in a real life professional stage environment. The performance will inspire both the students participating and the entire student body of WVMS. it will also showcase the amazing public education system in Deschutes County. With a donation of $3,000, Deschutes County Arts and Culture (or your choice) would be named as a premier sponsor and have their name displayed on the Tower Theater marquee. This will serve as a symbol of Deschutes County support of the public education system. The larger impact for this event is fundraising to support the mission of Friends of WVMS. Your donation will be magnified to reach all the students of WVMS. We forecast a direct increase to our annual budget of $11,500 from this event. This will have an everyday impact on the entire student body. Overall, a Bend / La Pine Public School performing annually at the Tower Theater is an event that benefits everyone. It garners support for public education from our community. In order for our students' dreams to come alive, there must be free public -school programs in the arts. The artists, dancers, writers, actors, and composers of tomorrow are born from our public education system. 7. Describe in detail how the proposed initiative will be implemented. Friends of WVMS has placed a $500 deposit to reserve the date of May 11, 2018 for our 11, Tower Theater Performance. Grants and other donations of at least $6,000 will be sought to pay for production costs. The Westside Village Magnet School staff and instructors will organize and rehearse with the students for the performance. A similar performance has been given in our school auditorium for the past several years. The same WVMS staff, who have implemented our drama and music programs in the past, will oversee this production. We will launch a local media campaign that promotes the performance and recognizes our students' achievement. Students will be involved in radio advertisement as well as poster design for the event. Tickets will be sold through the Tower Theater Box Office, WVMS Office, and through Friends of WVMS online. We will hold a small silent auction and raffle during the performance to raise additional funds. In addition, WVMS Students will act as ushers and sell concessions during the performance. We will utilize our largest fundraiser of the year, Village Rhythm & Blues (April 21, 2018) to advertise the Tower Theater Performance and to highlight sponsors. 8. Describe specifically how the requested funds will be used. The requested $3,000 will be used for the following: Rental of the Tower Theater - $2928 • Other productions costs (costumes, stage design, event promotion) —$72 Please see the Tower Theater Operating Budget for total event expenses. 9. Identify any partner agencies which will collaborate to implement the proposed initiative. Friends of WVMS relies on the expertise of the Westside Village Magnet School staff and instructors. Our students will rehearse during the regular school day under the instructors from the WVMS Drama Program. The WVMS Elder Play has already been a tradition at Westside Village for years. The prior experience and expertise are in place to produce our 15t Tower Theater Performance. The Tower Theater will also be a supporting partner. Tower Theater will supply the necessary staff for the night of the performance. Tickets will also be sold at the Tower Theater. 10. Describe how County funds will be used to leverage other sources of funding to support the proposed initiative. Deschutes County funds will be used to pay for the main production costs. Friends of WVMS has already placed a deposit of $500 to secure the date of May 11, 2018. We hope to use the support of Deschutes County Arts and Culture Grant to obtain an additional $3,800 to pay for the drama and music performance instructors and additional event costs. Our goal is to raise over $15,000 during our Tower Theater Performance. All sponsors will be showcased in a donor solicitation area. The support of Deschutes County Arts and Culture Grant would greatly add creditability to our event and help our organization to secure additional funding. Performance Measurement 1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative (examples: number of persons in attendance and/or number of classes or events held). Friend of WVMS will hold 2 performances on May 11, 2018 at the Tower Theater. We expect over 1000 total attendees (including ticket holders, working volunteers, WVMS staff and performing students at the event). Our afternoon performance will be open to all WVMS students. The additional afternoon performance tickets will be offered to other elementary and middle schools as an out -reach performance. We can expect over 200 students from other Bend/ La Pine schools to attend the out -reach performance. $15,000 in revenue is anticipated from our 11t Tower Theater Performance. After expenses, $11,500 is the direct positive impact to the funding of programs at WVMS. 2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and understanding of the arts or cultural topics). Overall, the event will fund all the supplementary arts and cultural education at WVMS. Students will gain the experience of acting, writing, set building, sales, and promotion. Attendees get the opportunity to experience live theater in the beautiful, historic Tower Theater. The performance will also highlight the Bend / La Pine Public Education System. 3. Estimate financial impact to the local economy as a result of the proposed initiative. Friends of WVMS estimates raising over $15,000 at our 1St Tower Theater Performance. 100% of the proceeds from this event will be used to fund supplemental educational programs, such as Art, Drama, Music, and Foreign Language at WVMS. These funds will be used to purchase needed items and pay program staff salaries. The Tower Theater Foundation will receive over $6,000 in revenue from rental fees, ticket sales, restoration fees and concessions. The local Bend economy will be impacted as well. Many attendees will eat out at local restaurants prior to the event. The event also will employ staff from WVMS and the Tower Theater as well as other Deschutes County residents. INTERNAL REVENUE SERVICE P. 0. BOX 2508 CINCINNATI, OH 45201 Date; 2 Q 'ZO FRIENDS OF WESTSIDE VILLAGE MAGNET SCHOOL 1081 NW STANNIUM RD BEND, OR 97701 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 26-2239916 DLN: 17053141090038 Contact Person: ZENIA LUK ID# 31522 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 170 (b) (1) (A) (vi) Form 990 Required: Yes Effective Date of Exemption: February 1, 2008 Contribution Deductibility: Yes Advance Ruling Ending Date: December 31, 2012 Addendum Applies: No We are pleated to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. During your advance ruling period, you will be treated as a public charity. Your advance ruling period begins with the effective date of your exemption and ends with advance ruling ending date shown in the heading of the letter. Shortly before the end of your advance ruling period, we will send you Form 8734, Support schedule for Advance Ruling Period. You will have 90 days after the end of your advance ruling period to return the completed form. we will then notify you, in writing, about your public charity status. Please see enclosed Publication 4221 -PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization. Letter 1045 (DO/CG) FRIENDS OF WESTSIDE VILLAGE MAGNET We have sent a copy of this letter to your representative as indicated in your power of attorney. Enclosures: Publication 4221 -PC Statute Extension q� Sincerely, Robert Choi Director, Exempt organizations Rulings and AgXeWmento Letter 1045 (DO/CG) 9.20oGt Name: EI2 .i VC>S OF tt1 S' JE: 4'7., _.-r, vAGN I' S{ F:OC?. EtN: Lt= -2_.- - , 6 ublic Charity Status (Continued) e 509(a)(4) - an organization organized and operated exclusively for testing for public safety. f 509(a)(1) and 170(b)(1)(A)(iv) - an organization operated for the benefit of a college or university that is owned or operated by a governmental unit. g 509(a)(1) and 170(b)(1)(A)(vi) - an organization that receives a substantial part of its financial support in the form of contributions from publicly supported organizations, from a governmental unit, or from the general public. h 509(a)(2) - an organization that normally receives not more than one-third of its financial support from gross investment income and receives more than one-third of its financial support from contributions, membership fees, and gross receipts from activities related to its exempt functions (subject to certain exceptions). i A publicly supported organization, but unsure if it is described in 5g or 5h The organization would like the IRS to decide the correct status. _ –-- 6 If you checked box g, h, or i in question 5 above, you must request either an advance or a definitive ruling by selecting one of the boxes below Refer to the instructions to determine which type of ruling you are eligible to receive a Request for Advance Ruling: By checking this box and signing the consent, pursuant to section 6501(c)(4) of the Code you request an advance ruling and agree to extend the statute of limitations on the assessment of excise tax under section 4940 of the Code. The tax will apply only if you do not establish public support status at the end of the 5 -year advance ruling period. The assessment period will be extended for the 5 advance ruling years to 8 years, 4 months, and 15 days beyond the end of the first year. You have the right to refuse or limit the extension to a mutually agreed-upon period of time or issue(s) Publication 1035, Extending the Tax Assessment Period, provides a more detailed explanation of your rights and the consequences of the choices you make. You may obtain Publication 1035 free of charge from the IRS web site at www.irs.govor by calling toll-free 1-800-829-3676 Signing this consent will not deprive you of any appeal rights to which you would otherwise be entitled If you decide not to extend the statute of limitations, you are not eligible for an advance rulino- I i E-1 FM Consent Fixing Period of Limitations Upon Assessment of Tax Under Section 4940 of the Internal Revenue Code F r ganizatio I (Type or e Print name ar ^rgner ..... (Onto) rturc os Oft�ct UirnctCft. 7�u..ts�:._or-nt r=.r ) auttrtlrizDd �1N'ini) - (Type or or print (lite or authority of signer) For IRS Use Only. Jut --------- ----- --- tP.S Duactcr, Exempt O,Twgizanons _ 2 0 2008 Request for Definitive Ruling: Check this box if you have completed one tax year of at least 8 full months and you are requesting a definitive ruling. To confirm your public support status, answer line 6b(i) if you checked box g in line 5 above. Answer line 6b(ii) if you checked box h in line 5 above If you checked box I in line 5 above, answer both lines 6(b)(i) and (ii), (1) (a) Enter 2% of line 8, column (e) on Part IX -A Statement of Revenues and Expenses, (b) Attach a list showing the name and amount contributed by each person, company, or organization whose gifts totaled more than the 2% amount If the answer is "None." check this box (ii) (a) For each year amounts are included on lines 1, 2, and 9 of Part IX -A. Statement of Revenues and Expenses, attach a list showing the name of and amount received from each disqualified person. If the answer is "None," check this box (b) For each year amounts are included on line 9 of Part IX -A. Statement of Revenues and Expenses, attach a list showing the name of and amount received from each payer, other than a disqualified person, whose payments were more than the larger of (1) 1 % of line 10, Part IX -A. Statement of Revenues and Expenses, or (2) $5,000. If the answer is "None," check this box Li 7 Did you receive any unusual grants during any of the years shown on Part IX -A. Statement of LJ Yes E No Revenues and Expenses? If "Yes," attach a list including the name of the contributor, the date and amount of the grant, a brief description of the grant, and explain why it is unusual. 77 7W83CB I OOD Pann 1023 (Rev 6-2006) EXTENDED TO NOVEMBER 15, 2017 Short Form OMB No. 1545-1150 Form990-EZ Return of Organization Exempt From Income Tax 2016 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) ► Do not enter social security numbers on this form as it may be made public. Open to Public Dapariment of the Treasury ► Information about Form 990 -EZ and its instructions is at www.irs.gov/form990. Inspection Inlarnal Revenue S—Ioe A For the 2016 calendar year, or tax year beginning and ending _ B -h6c� C Name of organization O Employer Identification number �Address0ange FRIENDS OF WESTSIDE VILLAGE 26_2239916 UNamnchango MAGNET SCHOOL Initial,alum Number and street (nr P.O. box, it mail is not delivered 1g street address) Room/suite E T©l_41- number r'nalra""" 1101 N.W. 12TH STREET 541-355-2000 �terminstea m,...__.,M—....---_.-___....,.._.._ —, o Amended return City or town, state or province, country, and ZIP or foreign postal rode F Group Exemption �.�„t.laUn2na,a„ BEND OR 9770 Nunlhel ► G Accounting Method: I J Cash (___f Accrual Other (specify) No Check ►� Xj if the organization is I Webalte: ► WESTSIDEVILLAGEONLINE . COM not required to attach Schedule B J Tax•exom t status f<,Itm;k unitofrct I X.1 50t�r}�� 1 501(c1 t i®tinsert oo.l Lai or 527 ii'nrm (f90, 990 LL, el 4KJ0 !'�1' . K Form of organization: 111 Corporation Trust 0 Association J:D Other— L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets (Part 11, 145,527. column B bniRw are „500,000 of nlRre Idn form 990 ilmunni of Purr) gg0.4L Parti avenue, Expenses, at1 ranges m et sets or un b ancas (see the instructions for Part I) 1� LHA For Paperwork Reduction Act Notice, see Ine separare 1-1-1 11b. 632171 1200-16 check it the cll Rani%alins used 61:11'111110 1) to 1 Contributions, gifts, grants, and similar amounts received 1 82,051. 2 8,733. 2 Program service revenue including government fees and contracts 3 Membership dues and assessments . 3 4 4 Investment income 5a Gross amount from sale of assets other than inventory b Less: cost or other basis and sales expenses 5b 5c c Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) 6 Gaming and fundraising events v a Gross income from gaming (attach Schedule G if greater than 11 t 8® - $15,000) - b Gross income from iundraising events (not including $ of contributions tY from fundraising events reported online 1) (attach Schedule G if the sum of such 4 gross income and contributions exceeds$15,000) sb 5 4 -7-3. 9 4 61 c Less: direct expenses from gaming and fundraising events 6c , 45,262. 6d d Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract huc• 60 7a Gross sales of inventory, less returns and allowancesI.7a b Less: cost 01, goods sold 7b 7� c Gross profit or (loss) from sales of inventory (Subh'act line 7b from line 7a) --------- -- 8 Other revenue (describe m Schedule 0) ► 9 136,066. 9 Total revenue. Add lines 1, 2. 3, 4.5c, 6q. 7c, and 8 _ _ �_.e.--��_.--_.� SEE SCHEDULE O 10 ._.�76 099. 10 Grants and similar amounts paid (list in Schedule 0) . 11 Benefits paid to or for members 11 12 12 Salaries, other compensation, and employee benefits 13 _ 390. n 13 Professional fees and other payments to independent contractors — __... 14 Occupancy, rent, utilities, and maintenance , .- .., 14 15 Printing, publications, postage, and shipping SEE SCHEDULE 0 16 1 46626 1$ Other expenses (describe in Schedule O) ► 17 12 3 , 13-8.1. 17 Total expenses. Add lines 10 through 16 —=”— `��- 18 Excess or (deficit) for the year (Subtract line 17 from line 9) — 1e - 12,948. 19 Net assets or fund balances at beginning of year (from line 27, column (A)) -- 19 19,884. N (must agree with end -of -year figure reported on prior year's return) 20 0 a % 20 Other changes In net assets or fund balances (explain in Schedule 0) 32 832.Fnrm 21 Net assets or fund balances at end of year. Combine lines 18 throu h 20 21 99©.�' 19n161 LHA For Paperwork Reduction Act Notice, see Ine separare 1-1-1 11b. 632171 1200-16 FRIENDS OF WESTSIDE VILLAGE (b) Average hours per week devoted to position For in 990-EZ'201(i) MAGNET SCHOOL 26-2239916 Pags2 Pari 11 Balance Sheets (sec the inshut:lions for felt 11) __ Check if the organization used Schedule 0 to rc:sfuond to any yn��.,tion in this Part II! -X!_ (A) Be4!nning of year _ _ (B) End of ve u - 19,884- 22 27,832, 22 Cash, savings, and investments , . 23 23 Land and buildings SEE. SCHEDULE_ 0.0. 24 Other assets (describe in Schedule 0) --- 24 _. ._._ .----5 , 000 . ,- , 19,884. 25 32,832 25 Total assets _- 0 ' 26 0 26 Total liabilities (describe in Schedule 0) 19 8 8 4 • 27 3 2 , 8 3 2 . 27 Not assets or fund balances f line 27 of column B must aglrt: with line 21) , part 111 Statement of Prograrti Service /�ccomptishtnenis (see the instructians tot- Part 111) Expenses for Check if the organization used Schedule 0 to resttont9 tp any question in this Part III �.X (Required section 50 1(c)(3) and 501(c)(4) What is_ the organization's primary exempt purpose? SEE SCHEDULE 0 _— .____-._____ organizations; optional for Describe Iha &qah nation -s progmm service accomplishments for each oilts three largest program services, as measarod by oap once&. Ina ctoer and conclso benefited, and other relevant information for each program Mlle. others.) manner, dascrlbo the services provided, the numb or of persons 26 PROVIDED FUNDS FOR SCHOOL EVENTS, PROVIDED FUNDS FOR — ADDITIONAL EDUCATOR STAFFING AND AFTER SCHOOL CIRRICULUUM AND MATERIALS. ® 28a 37,345. (Grants S ) If this amount includes foreign grants, check hue _ 29 PROVIDED FUNDS FOR EDUCATIONAL EXCURSIONS. _ 3o PROVIDED GRANTS FOR THE BEND LAPINE DISCRETIONARY USE. (Grants $ 76,099. ) fi th s amrnant includes foreign 31 Other program services (describe in Schedule O) DISTRICT'S 5,674. f N;s-, Dtrectors, rustefi ancf Key Employees (list each one oven II not compensated - see the Instructions for Part IV) _,a a., , o+i,.n in thie hart 11/ uneGK n line uryaiji—lut t- - �- Oa Name and title (b) Average hours per week devoted to position (c) pet—lob:e compensatiwi (roans W-2!1099-MiSG) (Knot paid, -W-o-) (d) Noah -moats, contr'r�utlnns to ..play,, benclh p+eras, arae deterred compensstlon (e) Estimated amount of other compensation _____._ I . 0 0 1.00 —0. 0. — 0 • 0. 0, TREASURER CLAUDIA OSHER TREASURER LISA ELROD.__— I. 0 0 2.00 0 0• __ ___� 0 _ _ 0. 0 SECRETARY _ CARLOS GARCIA � _ ��_�__— PRESIDENT Form 990-E4 (2016) 632172 12-08 16 A to EA (fllMl Iv} (H (A gig VT VT Vf M p O N O N N MMUIMUOO C n N O /V rl N r1 N N r•I N .( r1 tM1 N N V). V( t? N Vr i? in U1 in in 4^ m rt O u c m c o o � n w m _m w �^ > N w $� CL W O N C ?; c m m o (� U Y v LL x m m 4 y m ou o a ;, o o v v ii m N° u c? a w o v,dSaa`L s:v v u �r cM p m n¢ E d u .Q o •�, E 'c —'' E` o a �_ 3 3 m r a 'e "to 0 0 ,v o o m p O m U LL p w �n m r2 0 �n Q O u0 u. > 4 r r> 1- 2 > (2 d w 0 N 1- gig VT VT Vf M p O N O N N MMUIMUOO C n N O /V rl N r1 N N r•I N .( r1 tM1 N N V). V( t? N Vr i? in U1 in in 4^ m rt O u c m c o o � n w m _m w �^ > N w $� CL W O N C ?; c m m o (� U Y v LL x m m 4 y m ou o a ;, o o v v ii m N° u c? a w o v,dSaa`L s:v v u �r cM p m n¢ E d u .Q o •�, E 'c —'' E` o a �_ 3 3 m r a 'e "to 0 0 ,v o o m p O m U LL p w �n m r2 0 �n Q O u0 u. > 4 r r> 1- Friends of Westside Village Magnet School 1101 NW 12th Street Bend, OR 97703 Our Mission: To fund extracurricular educational activities for children at Westside Village Magnet School 9/27/17 Friends of WVMS - Board of Directors Bekki Tucker, President Alisha Wiater, Secretary Mary Barlow, Treasurer Claudia Osher, Treasurer Julie Norfleet, Director of Fundraising Lisa Elrod 7th Board Member—TBA Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: I _ This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. 3. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. c. A roster of the organization's Board of Directors. Submit the complete application electronically to. iditl_rn m -L, no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: ` fi e, Se "4_ e r Organization Name: (_) t I„ DI eer+ C.b u�,,rA, er M t)s) C_-. Address: p� mon 2=T'2-. City: 5,.—Stale: �� —i Zip Code: C-1 -1-102— Telephone Number: Email Address: C - C4'.> Certification: On behalf of the organization specified above, I certify the following: All information included in this application is accurate. I am authorized by the governing board to submit this grant application. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 50I(c)(3) tax-exempt entity. Signaturq,� Title: �7cCG�t-t-!'►yE'_ 1�;re�-�z�r Date: G / 26o / I-�I- Deschutes County Arts and Culture Grant Program 2017-18 Application Questions Organization 1. Describe the history of the organization, including the year the organization was established. High Desert Chamber Music was founded in 2008 by professional violinist Isabelle LaForet Senger. We present an acclaimed series of classical chamber music concerts in Central Oregon, ranging from piano duos to string sextets. As the premier and leading chamber music organization in the region, HDCM offers an exciting roster of professional performing artists. Now in our landmark 10th anniversary season, we are proud to be a local organization presenting a national level of excellence. In addition to the HDCM Concert Series, we host an Annual Benefit Gala, which is our largest fundraising effort of the season. The evening includes a performance, dinner, and silent auction. We have been fortunate to receive a tremendous amount of support from local businesses and have worked hard to strengthen and solidify our place in the community through donor relationships. Last but perhaps most importantly, Educational Outreach is a critical component of HDCM. Our efforts have three areas of focus: Visits to local schools, Master Classes, and the Spotlight Chamber Players training program. All our programs are provided at no cost to students, teachers, or schools in Central Oregon. Our goal is to expose young children to the highest levels of music performance, and cultivate an interest that can lead to a lifelong appreciation and enjoyment of the performing arts. 2. State the organization's mission, goals, and programs or services provided. It is the mission of HDCM to bring world-class chamber music and musicians to Central Oregon. Through our Concert Series and Educational Outreach programs, we aspire to heighten a level of appreciation and understanding of this great genre of classical music. HDCM's primary focus is twofold: Concert Series and Educational Outreach. Ensembles presented are nationally and internationally recognized performers, many who serve as Concertmasters and Principal players of world-famous performing arts organizations, and work in the movie and television recording industries. In conjunction with their appearance in Bend, select musicians participate in public master classes and perform at local schools. The proposed project allows us to advance our mission by expanding our network of artists, and to seek new and strengthened collaborations with renowned musicians and organizations, such as the historic Tower Theatre in Bend and the nationally recognized American String Teachers Association. 3. Describe the leadership and structure of the organization. HDCM was founded and continues to be led by Executive Director, Isabelle Senger. She is supported by a part-time assistant, who handles administrative and managerial tasks in the office. Concerts are overseen by an Event Coordinator, with assistance from our volunteer corps. The Board of Directors meets monthly and provides guidance and direction for the vision of High Desert Chamber Music. Program Project, or Activity 1. Provide a title of the proposed initiative for which funds are being requested. Capacity for Growth and Educational Outreach 2. Indicate the dollar amount requested for a grant. $ 5,000 3. Describe the goals and objectives of the proposed initiative. HDCM debuted its 2008-2009 season as a three -concert series. Ten seasons later, we will offer six concerts, an Annual Benefit Gala, and an additional 10-12 events throughout the year. We have been responsible in our decisions to expand from one year to the next, and we believe our demand has dictated our growth. As we launch our 1011 anniversary season, we are bringing in several exciting and highly sought-after international performers. Until now, our Executive Director has relied on professional relationships to bring some of our nation's best chamber musicians to our area for fees below their normal rates. This year, however, we are expanding out of her network to include other top artists and we must meet as closely as possible the industry compensation standard to attract them to Central Oregon. We are taking advantage of new publicity for our 10th season that is already producing an increase in ticket sales, and we anticipate that this landmark season will set a new standard for not only ticket sales and attendance, but donations and sponsorships as well. The exciting names we are bringing to the area will build new momentum that we can carry forward into the next season. While our ticket sales and fundraising revenue have grown year after year, this growth will not completely cover the necessary increases. We seek capacity funding which will allow us to sustain our established excellence as we grow into this new level. These changes have a significant impact on our Educational Outreach efforts, which are described in detail below. A. identify the target population which will be served. Our primary audience is anyone who is already a fan of or interested in learning about chamber music. We estimate serving 1,500 people throughout our season, and many of those come back for multiple concerts. Additionally, several hundred Central Oregon students benefit from musician visits to local schools and a select group of gifted youth receive coaching from top professionals. With more professional musicians visiting Bend to perform in our series, we have more opportunities to utilize them in our programs with young students. We have a school visit planned with Elizabeth Pitcairn and the legendary instrument she performs on, the 1720 "Red Mendelssohn" Stradivarius. This visit will include a performance for students from 8 Central Oregon middle and high schools, followed by a Q&A session with Ms. Pitcairn. Our own student training group, the Spotlight Chamber Players, also has benefitted directly from the musicians we bring to town. Students have the unique opportunity to receive instruction from nationally -recognized and award-winning professionals who visit for our Concert Series. One of our students made his first professional connection with a visiting musician, who helped him receive an invitation on scholarship to participate in a prestigious summer program in Mammoth Lakes, CA. As a result of the notability of our Concert Series, we will continue to strengthen these Educational Outreach programs in area schools, as well as promote our area's most gifted musicians to raise them to the levels they otherwise would not have the connections to achieve. s. identify the geographic area(s) of Deschutes County which will benefit. The bulk of our audience members are in Bend, either as residents or visitors. Ticket holders also come from LaPine, Sisters, Redmond, Black Butte, Terrebonne, Powell Butte, and Prineville. Other foundation funding is allowing us to pursue new marketing avenues and promote chamber music in these outlying areas. 6. Describe how the proposed initiative will positively impact the community and complement existing services currently provided by Deschutes County. The entire Central Oregon community, including visitors to the area, reaps cultural benefits from our concerts, as we are the only organization presenting national -level classical musicians such as Elizabeth Pitcairn and Martin Chalifour. Locally, our events draw people from all over Deschutes County to Downtown Bend, where they partake of other business offerings on the evenings of our events. We are proud to be a part of the artistic fabric of this community, and a primary contributor to its growth. 7. Describe in detail how the proposed initiative will be implemented. Our new 10th season runs September, 2017 through June, 2018. Details for the season are already in place. Our Executive Director and Assistant primarily direct the organization's functions, with support from our Board, an Event Coordinator, and a generous corps of volunteers. Ms. Senger has extensive experience as both a performer and instructor. As a performer, she has over 20 years of professional experience. As executive director of HCDM, over the past nine years, she has organized and presented over 95 HDCM concerts and/or events in Central Oregon. She has developed and overseen all Educational Outreach activities, including forming relationship with local schools and music teachers, auditioning applicants for the Spotlight Chamber Players, instructing them personally throughout the year, arranging instruction by visiting performers, as well as arranging and facilitating the students' performances. A member of our Board of Advisors, Philip Ruder, has become an integral part of our expanded musician network, and he is critical in establishing relationships with musicians that otherwise are unavailable to a community of this size. Mr. Ruder is the retired Concertmaster of the Cincinnati Symphony Orchestra, and his extensive experience and relationships with other professional musicians are a valuable asset to HDCM. His insight was crucial to the development of our 10th anniversary season, and we will rely on his expertise once again as we plan exciting performances for the next season. 8. Describe specifically how the requested funds will be used. We will continue efforts to expand our development activities to meet the emerging realities of the costs of compensating professional musicians who will contribute to the level of excellence and quality of our musical performances. In turn, this will ensure a growing audience of people in Central Oregon who seek the quality of chamber music performances that we offer. Additionally, this allows us to continue offering all our Educational Outreach opportunities at no cost to students, teachers, or schools in Central Oregon. 9. Identify any partner agencies which will collaborate to implement the proposed initiative. As our organization has grown, so have the opportunities to collaborate. We have a strong relationship with an orchestra teacher in the Bend-LaPine School District who helps us organize a visit each season by one of our guest musicians to Bend High. This entails transporting students between schools so that several hundred students from multiple schools can attend. These are incredibly rare opportunities for local students to see and hear some of the finest and most famous instruments in the world played by professional musicians. Last spring's Master Class with Martin Chalifour was presented in conjunction with the Oregon branch of the American String Teachers Association, who auditioned and selected the participants. This winter's Master Class with Peter Wiley will again be presented in partnership with ASTA-Oregon. For our season opening events, we are working together with the historic Tower Theatre for a screening of Academy Award-winning film "The Red Violin", followed by a concert the next weekend by Elizabeth Pitcairn and the storied violin that inspired the film. Another recent development is the invitation to participate in KWAX Classical radio's planned broadcasts of our concerts in their new program "KWAX Presents". They are based in Eugene, but their reach is worldwide with internet streaming broadcasts of their station. This will contribute an incredible amount of exposure for HDCM. Finally, we have also arranged cross -promotion with the Sunriver Music Festival, which has benefitted both organizations and their classical music patrons. 10. Describe how County funds will be used to leverage other sources of funding to support the proposed initiative. HDCM has an impressive history of grant funding for a small organization, as well as a broad and generous donor base that responds enthusiastically to matching challenges. Last season we were awarded a $5,000 matching grant from the Starseed Foundation, and our donors matched it less than a month after the request went out. Increases in audience and sales numbers through established excellence help us draw more advertisers to our season program and greater in-kind donations from local businesses. The success we demonstrate in this support from a wide variety of local businesses attracts funding from both large and small foundations who support our work. We are able to leverage much of this funding into larger grants that allow us to make critical moves such as hiring an assistant last year. As our funding and donations grow, we are able to bring in more renowned musicians, putting Central Oregon on the chamber music map among much larger cities. The result is establishing HDCM as a reliable anchor in the downtown area, and a large cultural impact on our community. Performance Measurement 1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative (examples: number of persons in attendance and/or number of classes or events held). Of this season's six concerts, three are prestigious new ones. The season opens in October with Elizabeth Pitcairn and the 1720 "Red Mendelssohn" Stradivarius violin, which inspired the Academy Award-winning film "The Red Violin". We track ticket sales very closely, and we can see that newly developed promotion for this event has already resulted in increased ticket purchases. Our season ticket sales are on track to increase 20% over last season, and all of this growth is with people new to HDCM. Through a new marketing strategy that promotes this season's exciting performances, we anticipate this 20% increase across all areas of our events, including individual ticket sales, donations, volunteerism, Gala attendance, and revenue resulting from more Gala attendees. The success of our past school visits and the strength of the collaborative relationship developed between HDCM and a Bend-LaPine district orchestra teacher are resulting in our biggest event yet for local students. This year, students from eight area public schools will attend Elizabeth Pitcairn's performance at Bend Senior High. (Last year's visit included five different schools with several hundred students in attendance.) This is the third year of this program, and the third visit by a top musician playing a multi-million dollar Stradivarius instrument. This incredible opportunity for local students is offered by HDCM at no cost, and it's one that would not exist without our efforts. 2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and understanding of the arts or cultural topics). Our anticipated outcomes range from greater name recognition for our organization, to inspiration in local students to embark on their own musical journeys. In fulfilling our mission, we aspire to use memorable professional classical performances to attract those new to our organization, as well as fostering an appreciation in those new to chamber music as a genre. 3. Estimate financial impact to the local economy as a result of the proposed initiative Increased ticket sales resulting from our presentation of top musicians contribute immediately to the local economy. We turn much of that money right around to pay for use of venues and services for our concerts. Additionally, our events frequently coincide with First Fridays and seasonal festivals downtown, which make it easy for our audience members to participate in other downtown activities at the same time. We estimate that of the couples who attend our concerts, roughly half will go out to dinner either before or after our events, in turn supporting our local economy. INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. 0, BOX 2508 CINCINNATI, OH 45201 Employer Identification Number: Date: MAR 2 2 29ua DLN:1777589 17053045041028 HIGH DESERT CHAMBER MUSIC Contact Person: PO BOX 1272 RAMACHANDRAN MANOHAR ID# 31344 BEND, OR 97709 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public. Charity.Status: 170 (b) (1) (A) (vi) Form 990 Required: Yes Effective Date of Exemption: January 3, 2008 Contribution Deductibility: -- - Yes Advance Ruling Ending Date: December 31, 2012 Addendum Applies.- No pplies:No Dear Applicant: We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c)(3) of the Code are further classified as either public c1larities or private foundations. During your advance ruling period, you will be treated as a public charity. Your advance ruling period begins with the effective date of your exemption and ends with advance ruling ending date shown in the heading of the letter. Shortly before the end of your advance ruling period, we will send you Form 8734, Support Schedule for Advance Ruling Period. You will have 90 days after the end of your advance ruling period to return the completed form. We will then notify you, in writing, about your public charity status. Please see enclosed Publication 4221 -PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization. Letter 1045 (DO/CG) -2 - HIGH DESERT CHAMBER MUSIC We have sent A copy of this letter to your representative as indicated in your power of attorney. Sincerely, - - �lobert Choi Director, Exempt Organizations Rulings and Agreements Enclosures: Publication 4221 -PC Statute Extension Letter 1045 (DO/CG) ShortForm Form990-EZ Return of Organization Exempt From Income Tax Under section 601(c), 627, or 4947(a►(1) of the Irtemal Revenue Code (except private foundations) 10 Do not enter social security numbers on this form as it may be made public. OMB No, 1545.1150 2016 Open to Public Inspection Department of the Treasury Infoedon about Form fl90 E2 and its Instructions Is www.lrs.gov/Iortn990. Internal Revenue Service mr A For the 2016 calendar year, or tax year beginning and ending B cnaa a apomble C Name d organrretwn D Employer Identification number Address charge *7589 Name change HIGH DESERT CHAMBER MUSIC **—** Ini®t retum Number and air" (or P O box, i mall Is not delivered to street adatess) RoonVwle E Telephone number r-.ad retunrM1errr,rc�od FO BOX 1272 541-306-3988 Amended ,h,m, oty or tore. Stale or praviroe, owniry, and ZIP a toralgn po9a1 code F Group r 111- tion Airpr�bon pending BEND OR 97709 Number ► G Accounting Method: X Cash Accrual Other (specify) ► H Check ► if the orgen¢ation is not I Website: ► WWW. HIGHDESERTCHAMBERMUSIC . COM required to attach Schedule 8 J Tax-exempt status (Check Or one — X 501 c 31501(c1 t ) 4 insen no 4947 a 1) or 527 Form 990, 990 -EZ, ar 990•PF1 K Form of organization ❑X Corporation Trust Association Other L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts If gross receipts are $200.000 or more, or it total assets$ 619 (Pon il, coxumn (5) be" are =,WD or more, Elle Form 990 tnstead of Form 990 -EZ ► $ Part I Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I) n ar.:.. r�.... r For Paperwork Reduction Act rvonce, see me separaus nrau u. uvr a. DAA Check it the o anizauon used acnnuune v w .ca �rr� •� u„ �� •• •• ••• -•• _ . _.. . 1 130 092 1 Contributions, gifts, grants, and similar amounts rec&ed 2 31 142 2 Program service revenue including government fees and contracts 3 Membership dues and assessments 3 4 38 4 Investment income 5a Gross amount from sale of assets other than inventory 5a b Less: cost or other basis and sales expenses 5b c Gain or (toss) from sale of assets other then inventory (Subtract line 51b from line 58) 5c 6 Gaming and fundraising events a Gross income from gaming (attach Schedule G if greater than $15,000) ro to Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceeds $15,000) 6b 18,877 e Less: direct expenses from gaming and fundraising events 6c 5,831 d Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract 8d 13,046 line 6c) 7a Gross sales of inventory, less returns and allowances 7a b Less: cost of goods sold 7b e Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) 7c 8 8 470 8 Other revenue (describe in Schedule O) ► 9 182,788 9 Total revenue. Add lines 1, 2, 3, 4, 5c. 6d, 7c. and 8 10 Grants and similar amounts paid (list in Schedule O) 10 11 Benefits paid to or for members 575-, 84 6_ 12 salaries, other compensation, and employee benefits r14 28 , 007 q( �S 13 Professional fees and other payments to independent contractors _ _ 1c. 388 14 Occupancy, rent, utilities, and maintenance 687 15 Printing, publications, postage, and shipping 16 72 355 16 Other expenses (describe in Schedule O) ► 17 175 283 17 Total expenses. Add lines 10 through 16 18 7.505 18 Egress or (deficit) for the year (Subtract line 17 from line 9) 19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with 19 37 , 7$9 end -of -year figure reported on prior year's return) i 20 Other changes in net assets or fund balances (explain in Schedule O) 20 45 294 fund balances at end of year Combine lines 18 through 20 ► 21 21 Net assets or �_— onn_9=7 rm,- For Paperwork Reduction Act rvonce, see me separaus nrau u. uvr a. DAA Form 990-EZ(2o16) HIGH DESERT CHAMBER MUSIC **—***75$9 Paget Part Il Balance Sheets (see the instructions for Part 11) (� f`hor4 if the nman&atinn used schedule O to respond to any question in this Part 11 I^!_ (A) Beginning of year 22 Cash, savings, and investments 47,20 23 Land and buildings I 24 Other assets (describe in Schedule O) 12! 25 Total assets 47 26 Total liabilities (describe in Schedule O) g 5 53!3! 27 Not assets or fund balances line 27 of column 8 must agree with line 21 37,78! Part III Statement of Program Service Accomplishments (see the instructions for Part 111) C X Check if the organization used Schedule O to respond to any question in this Part III What is the organization's primary exempt purpose? SEE SCHEDULE O Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title 28 SEE SCHEDULE O amount 29 30 check ► End of 1 Expenses (Required for section 501(cx3) and 501(c)(4) organizations, optional for others ) Grants $ i If this amount Includes fore) n rants, check here ► 30a 31 Other program services (describe in Schedule O) Grants 5 If this amount Includes foreign rants check here 0- 31a 32 Total program service expenses -(add lines 26a through 31a No, 32 Part IV List of Offlcers, Directors, Trustees, and Key Employees (list each one even if not compensated— see the instructions 1 IV) n (a) Name end t(ile (b) Average hours per week devoted to position cReportable �mppeer�ailon (Forma W-211sa! MISC) (d not paid, enter -0-) ((d Health benefits, contrilutions to employee benefit plans, and deferred compensalion (e) Estimated amount of other compensation DONALD FISHER PRESIDENT 2.00 0 0 0 BETSY WARRINER SECRETARY 2.00 0 0 0 RICHARD SAMCO TREASURER 2.00 0 0 0 FRANCIS SENDER DIRECTOR 1.00 0 0 0 MATT FALKENSTEIN DIRECTOR 1.00 0 0 0 PATRICIA ROGERS DIRECTOR 1.00 0 0 0 DAVID GILMORE DIRECTOR 1.00 0 0 0 THOMAS WRIGHT DIRECTOR 1.00 0 0 0 oM Form UUU-E4 (2016) High Desert Chamber Music Actual Financials FY 2016 Projected Operating/Project Budget for 2017 (as of January 16, 2017) *Project Budget is also Operating Budget FY 2016 Projected FY 2016 Actual FY 2017 Projected INCOME Foundation Grants $25,000.00 $26,000.00 $25,000.00 Corporate Support Individual Contributions $13,000.00 $27,000.00 $13,390.00 $41,027.08 $15,000.00 $39,000.00 Fundraising Events Earned Income $27,000.00 $28,000.00 $18,702.00 $31,142.00 $20,000.00 $32,000.00 Interest Income $20.00 $38.28 $40.00 In -Kind Support Other -Advertisement Income $45,000.00 $9,000.00 $45,025.40 $9,320.00 $45,000.00 $10,000.00 Total Income $174,020.00 $184,644.76 $186,040.00 EXPENSE Advertising & Marketing Business Expenses Professional Fees $9,000.00 $3,500.00 $14,000.00 $10,276.85 $9,539.13 $15,025.00 $10,000.00 $10,000.00 $17,000.00 Facilities & Equipment Fundraiser Expenses Management & Operations Meals & Entertainment $8,000.00 $5,000.00 $2,000.00 $1,100.00 $8,403.00 $5,366.34 $2,744.68 $1,362.91 $6,000.00 $5,500.00 $2,750.00 $1,500.00 Office Space ! Occupancy Payroll Expenses & Health Benefits Other Personnel $5,000.00 $55,000.00 $10,000.00 $4,903.36 $55,845.81 $5,619.00 $5,000.00 $56,000.00 $10,000.00 Travel & PerDiem $8,000.00 $7,586.43 $8,000.00 Utilities $1,500.00 $1,816.48 $2,000.00 Program Expenses -Educational Outreach Less In -Kind Support (non-cash revenue) 11 Total Expensel Expense $6,000.00 $45,000.0011 $173,100.00 $5,890.00 $45,025.40 $179,404.39 $6,000.00 $45,000.00 $184,750.00 Income Less Ex enses $920.00 $5,240.37 $1,290.00 *Project Budget is also Operating Budget High Desert Chamber Music Project Budget for 2017-18 Concert Series and Educational Outreach FY 2017 Projected INCOME Foundation Grants $10,000.00 Corporate Support $10,000.00 Fundraising Events $10,000.00 Earned Income $25,000.00 Other -Advertisement Income $10,000.00 Other -Miscellaneous Income Total Income $65,000.00 EXPENSE Advertising & Marketing $12,500.00 Professional Fees $20,000.00 Facilities & Equipment $7,000.00 Management & Operations $2,750.00 Meals & Entertainment $1,000.00 Other Personnel $7,500.00 Travel & PerDlem $8,000.00 Program Expenses -Educational Outreach $6,000.00 Total Expense 1 $64,750.00 Income Less Ex enses $250.00 High Desert Chamber Music Board of Directors June 1, 2017 Donald Fisher, President 3490 NW Conrad Dr. Bend, OR 97703 (541)639-8396 donfisherl 111 @yahoo.com Betsy Warriner, Secretary 119 NW Drake Rd. Bend, OR 97703 (541) 317-9065 warriner@bendcable.com Richard Samco, Treasurer 3133 NW Horizon Dr. Bend, OR 97703 (541)382-5717 rickna samcos.com David Gilmore 61275 Lane Knolls Ct. Bend, OR 97702 (619) 203-1749 david@bendproperty.com Patricia Rogers 60500 Arnold Market Rd. Bend, OR 97701 (541)382-4655 par@ykwc.net Francis Senger 19579 Sunshine Way Bend, OR 97702 (541) 870-7014 francis@missionbuilding.com Thomas Wright 2148 NW High Lakes Loop Bend, OR 97703 (717)724-7139 wright.thomas@yahoo.com Former Consultant, Gerson -Lehrman Assoc. and Guidepoint Global; Former General Manager and Planning, BP International; Past member, Institute of Internal Auditors Former Executive Director and Founder, Volunteer Connect; Former secondary school teacher; Service -Learning Coordinator, Seattle University and Portland Community College Founder and former VP Product Development, MedicaLogic; Director of Systems Software at Mentor Graphics; Former Board Member, MedicaLogic and Software Association of Oregon Broker, Coldwell Banker Morris Real Estate; Member, 100 Men Who Care of Central Oregon; Former Board Member, Volunteer Connect Former Board Member, Chairman, Community Concert Association, Former Board Member, Community Theatre of the Cascades Owner, Mission Building & Renovation; Former professional musician Los Angeles, California; Former adjunct Professor - California State University, Long Beach, Azusa Pacific University Healthcare executive/Interim Leader BE Smith; Former CAO, Tuality Healthcare, Hillsboro, OR; Former Board Member, Harrisburg Symphony Orchestra, Harrisburg PA Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: 1. This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. 3. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organisation's Board of Directors. Submit the complete application electronically to,iudithuO deschutes-o no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: p v c C, SJ1 Organization Name: k LDP 5,e V ti` FPS V c Address: &v-:ee I e,,-1 A v Cit ,-, State: 0 to Zip Code: Telephone Number: C1 �- Email Address: Ft ln4c e'ICv � ►MQ =QtP� Qa (?SAA �' Vlk ' [ Certification: On behalf of the organization specified above, I certify the following: 1. All information included in this application is accurate. 2. I am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization designated as a �( Si Print Namc: i9(c)( ood standing with tax-exempt entit A"'7 .S. Internal Revenue Service and is currently Title: E xec')+("Ve OVVPC r Date: 9— 1 Gl _ 19- High Desert Mural Festival Contact: Douglas Robertson 471 NE Greeley Ave Bend, OR 97701 (503)367-7047 highdesertmuralfestivalbend@gmaii.com hiandesertm u ralfestival.ora Federal EIN - 47-4624344 Organization 1.) The High Desert Mural Festival (HDMF) became an organization in the Summer of 2015. It was founded by Douglas Robertson a local artist & entrepreneur. Douglas saw a need within our community to create more contemporary public art that would enhance the lives of our local populace & inspire our children to develop their own creativity. HDMF was integral in changing the sign code in Bend to allow art murals to be legally painted. We worked with City of Bend staff, the Arts & Beautification Commission, Bend City Council members, local NPOs, & interested citizens for 18 months to amend the sign code. The new code went into effect in December of 2016. The first legal mural permit was issued in September 2017 for The Open Book's west wall on Greenwood Avenue. HDMF received it's 501(c)(3) tax exempt status 11/18/2015. 2.) Mission Statement The High Desert Mural Festival strives to support projects that enhance the public arts culture of Central Oregon. HDMF's focus is on facilitating public murals in our community & helping to foster local visual arts education. The High Desert Mural Festival's goal for 2018 is to continue to develop our organizations impact within our community. Guided by our mission statement, HDMF's plans to paint approximately 10 murals in Bend in 2018. Our project's name is "HDMF Project Bend". The murals will be primarily located in the City of Bend's designated "mural zone" also known as the Makers District in Central Bend. HDMF plans to paint murals in the Makers District from May to October in 2018. HDMF will paint murals as wall venues become contractually secured & funding allows. HDMF will continue to build relationships with building/business owners throughout the year in the Makers District. Securing commercial building mural locations is a constant process within our community that our organization is committed to developing. The Makers District business association & HDMF are collaborating to develop these relationships so more mural walls become available. The business association understands the positive economic impact of public art. Murals help create a beautiful & dynamic neighborhood. This will result in the community being inspired to make positive contributions that will help drive the economy. The other mural locations will be on the Elk Meadow Elementary art wall, the Cosmic Depot art wall, & the Midtown Art Alley. Our local arts education goals are to continue to collaboratively teach the Teen Mural Project class, and help to develop & teach a mural culmination class at Elk Meadow Elementary for the 5th grade class. The Teen Mural Project is a after school once a week class that is taught in collaboration with a local NPO. It is a class held in the Spring beginning in early March & running to the first week of May. It is open to all Bend -La Pine students. The class is a collaborative process where the teens develop together a large format mural based on a theme of their choosing. It culminates with them painting their mural the first week of May. The class will be entering it's third year with 24 local teens participating the previous two years combined. Scholarships are available to economically qualified students. At Elk Meadow, HDMF will work with the teaching staff to develop effective techniques & curriculum to help the 5th graders succeed in producing their mural. Elk Meadow, as the arts magnet school for the district, is building a large two sided outdoor art wall. HDMF will paint murals on this wall upon completion. In the Spring, it will be the new site of the Teen Mural Project mural as well as the 5th grade mural. The Deschutes County Arts & Culture grant will help provide scholarships for the Teen Mural Project class to economically qualified students. The funding will also help purchase art supplies for student murals. 3.) The High Desert Mural Festival is a 100% volunteer driven organization. Douglas Robertson, the Executive Director, oversees all development, outreach, & implementation of the programs HDMF is pursuing. The board treasurer is Gillian Wilson. Gillian is a local financial & tax professional with extensive nonprofit management experience. She manages all financial activity & tax filing needs. She also successfully prepared HDMF's 501(c)(3) application with the IRS. Our arts education point person is Ned Myers. He is a Vice Principal in the Bend -La Pine school district. He wrote the curriculum proposal for Elk Meadow Elementary to become the arts magnet for the district. Ned is an essential component in the development of our arts educational outreach. His involvement with our school district helps us work seamlessly with district staff to fulfill the needs of their students. Misty Lee, the VP of BeBop Biscotti here in Bend, is a marketing, branding, & social media expert. She is responsible for developing & executing our web, media content, & branding. Program, Project, or Activity 1.) HDMF Project Bend 2.) $6,000.00 3.) The goals & objectives are stated in above section Organization #2 4.) The target audience for the mural portion of HDMF Project Bend is the entire community of Bend. Publicly viewable art positively impacts & enriches the lives of all our residents. The muralists will be local artists & if funding allows HDMF plans to host nationally recognized artists to paint & share their artwork with Bend. Our arts education outreach will serve local teens during our Teen Mural Project class. At Elk Meadow Elementary, primarily the 5th graders will be impacted because of their Spring mural culmination project. A secondary impact will be the younger grades being inspired to express their creativity be seeing the 5th graders mural upon completion. 5.) The geographic area of Deschutes County that will directly benefit will be Bend. All of the residents of Deschutes County will benefit if & when they are in Bend because they will see the public murals that HDMF helped to facilitate. It is the intention of the High Desert Mural Festival to develop HDMF Project Redmond & HDMF Project La Pine as our organization develops & grows. 6.) HDMF Project Bend will encourage greater awareness of local culture by increasing the presence of public art works in the lives of Bend's residents. HDMF plans to represent all styles & genres of art as we increase the development & size our program in Bend. Public art works are free & accessible to all to view & enjoy. Currently, the international contemporary art mural movement is arguably the largest simultaneous art movement in history. There is worldwide participation & because of internet social media an international conversation is happening around it. Bend can be part of this conversation. HDMF can play an active role in exposing Central Oregonians to the broad range of artistic diversity available thereby giving opportunity for greater conversation & inspiration in our community. HDMF believes this inspired conversation will activate the citizens of Bend to contribute to the cultural development & wellbeing of Central Oregon. 7.) Implementation is described in above section Organization #2 8.) The requested funds will be used to help fund our mural production & educational outreach programs. It will be combined with other grant funding & private donations. The most expensive aspect of our projected 2018 program is the production of murals in the Makers District. City permits, mural supplies, equipment rentals, insurance, legal, & administrative costs absorb the bulk of the funds. 9.) HDMF partners with the Makers District business association to help develop relationships with the districts building owners to secure more mural walls. A mural development program directly helps to nurture Makers District businesses by increasing traffic & interest in the area. We are also partnering and pursuing collaborations with other local nonprofits that have crossover community objectives in the Makers District. These organizations include Commute Options, Central Oregon LanclWatch, Bend Design, Bend 2030, Bend Film, & the Arts & Culture Alliance. Our partners helping to foster HDMF's arts education are Base Camp Studio & the Bend La - Pine School District. 10.) County funds will be combined with other grant funding & private donations to maximize our community impact & mural production. HDMF's budget will be $22,000 to $30,000 for 2018. The majority of the funds will be in the form of grants. HDMF has applied for a Oregon Community Foundation Small Arts & Culture Grant, a Deschutes Cultural Coalition Grant, & will apply for a Bend Cultural Tourism Fund Grant to promote the murals in the Makers District. The remainder of the funding will come from private donations. Individual mural sponsorship opportunities will be presented to local companies as well as local NPOs. The "mural sponsorship" donor strategy was effective in 2017 with our Greenwood Ave mural. It is in the heart of the Makers District on one of the busiest avenues in Bend. A local NPO & a local design firm cosponsored that mural. Mural production cost in the Makers District ranges between $1,000.00 to $3000.00 per mural. The cost variation is dependent on the size, location, & logistics of the mural wall. The more funding HDMF has the larger number of murals we can facilitate the production of in our community. The same funding concept/strategy applies to fostering our arts education programs. Combining the Deschutes County funds with other funding will increase our ability to develop programs that will reach, impact, & inspire our local students. HDMF wants to expand our Teen Mural Project to involve more students. Additional funding will allow us to offer more class scholarships & increase the diversity of the art supplies available to the participating students. Performance Measurement 1.) The success of HDMF in 2018 will be measured not only in the quantity of the murals we complete, but in the location & quality of the art. We want to reach & impact the greatest number of local residents. HDMF wants people to react positively to our program & feel an increased sense of pride in our community. In our educational outreach programs we want to inspire all of Bend's students & help facilitate that inspiration into student driven artistic creations. 2.) Described under Programs, Project, or Activity #6 3.) Murals are a proven economic development driver. Many communities are examples of this including parts of Rochester (NY), Philadelphia, Brooklyn, Los Angeles, Denver, Detroit, & Honolulu. For private developers murals can become marketing bonanzas because of the free publicity in local media that the art works attract. Murals on public properties have the ability to generate revenue for the municipalities by providing attractive spaces that can be rented for special events. Over the mountains in Eugene they just completed their second year of 20X21. It is a City of Eugene public/private partnership to create 20 world class art murals in Eugene by 2021. Many of the murals there have already changed the perception locals have of different parts of the city. Murals create "soft value" that can be measured through "place making" for residents of challenged neighborhoods. A 2012 Knight Foundation "Soul of the Community" Initiative surveyed 43,000 people in 43 U.S. cities and found that "social offerings, openness and welcome-ness" and "aesthetics of a place - its art, parks and green spaces" were more highly valued by residents than education, safety and the local economy as a "driver of attachment." Also in 2012, a Philadelphia survey discovered that viewing public art was the second most popular activity of its residents - above hiking and biking! This survey shows that creating beautiful murals in a economically challenged area like the Makers District increases local traffic, interest, & tourism. It's a "build it & they will come project". In other words, if you make a place beautiful & culturally impactful people want to be there to participate in the revitalization of a often forgotten, but centrally located area of our community. The financial impact is difficult to directly quantify because of the nature of free public art. The longterm positive economic results that are based on the experience of other cities are hard to ignore given the economic vitality of their mural districts. INTERNAL REVENUE SERVICE P. O. BOX 2508 CINCINNATI, OH 45201 Date: HIGH DESERT MURAL FESTIVAL C/O DOUG ROBINSON 1084 HOBBS CT BEND, OR 97701 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 47-4624344 DLN: 17053268306015 Contact Person: RACHEL M LEIFHEIT ID# 31617 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 170 (b) (1) (A) (vi) Form 990/990-EZ/990-N Required: Yes Effective Date of Exemption: June 24, 2015 Contribution Deductibility: Yes Addendum Applies: No We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. we determined you're a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter that you're required to file Form 990/990-EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990 -EZ) or electronic notice (Form 990-N, the e -Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked_ If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter 114221 -PC" in the search bar to view Publication 4221 -PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Letter 947 -2 - HIGH DESERT MURAL FESTIVAL Sincerely, Jeffrey I. Cooper Director, Exempt Organizations Rulings and Agreements Letter 947 8:16 AM Hlgh Desert Mural Festival 09122117 Profit & Loss Accrual Basis January 1 through September 21, 2017 Page 1 Jan 1 - Sep 21, 17 Jan 1 - Sep 21, 16 $ Change Ordinary Income/Expense Income Direct Public Support Art Scholarship Donation 100.00 0.00 100.00 Individ, Business Contributions 5,066.50 310.00 4,756.50 Total Direct Public Support 5,166.50 310.00 4,856.50 Program Income Art Auction Proceeds 640.00 0.00 640.00 Raffle Safes 32.00 0.00 32.00 Total Program Income 672.00 0.00 672.00 Total income 5,838.50 310.00 5,528.50 Expense Business Expenses Business Registration Fees 20.00 10.00 10.00 Total Business Expenses 20.00 10.00 10.00 Contract Services Legal Fees 0.00 80.00 -80.00 Total Contract Services 0.00 80.00 -80.00 Event Expenses Art Reception Expense 100.00 0.00 100.00 Art Supplies 910.75 0.00 910.75 Artist Supply Stipend 800.00 0.00 800.00 Auctioned Art Expense 320.00 0.00 320.00 Equip Rental and Maintenance 200.00 0.00 200.00 Permit Fees 343.20 0.00 343.20 Total Event Expenses 2,673.95 0.00 2,673.95 Operations Bank Service Charges 53.95 D.00 53.95 Total Operations 53.95 0.00 53.95 Total Expense 2,747.90 90.00 2,657.90 Net Ordinary Income 3,090.60 220,00 2,870.60 Other Income/Expense Other Expense Scholarship Contributions 150.00 0.00 150.00 Total Other Expense 150.00 0.00 150.00 Net Other Income -150.00 0.00 -150.00 Net Income 2,940.60 220.00 2,720.60 Page 1 T d O 0 O TCS 0 S O O to O Ui O O u> T ��p NLL EA i M LL U � m , V od Q £ c o �j OLA O o a 0 � Cti' X W O j C d C Rf C 01 S _ rn r :r W E »r p` F c T High Desert Mural Festival 471 NE Greeley Ave Bend, OR 97701 (503)367-7047 hiandesertmuraifestivai.ora High Desert Mural Festival Board Roster & Info Ned D. Myers - Vice Principal, Bend Lapine Schools -Arts education expert & district liaison. 60940 Amethyst St. • Bend, Oregon - 97702 Home Phone (541) 382-4976 - Cell (541) 410-0830 - Work (541) 593-3555 - E -Mail ned.myers@ bend.kl 2.or.us Gillian M Wilson - 20 year financial & tax professional - former treasurer of Central Oregon Trail Alliance. 17490 Ivy Ln, Sisters, OR 97759 (541) 633-0853 gillian.m.wilson@gmail.com Woody Starr - 20 years nonprofit board & fundraising experience. Former president of Central Oregon Trail Alliance. 17490 Ivy Ln, Sisters, OR 97759 (541) 390-8103 onetrakrydah@yahoo.com Kara Cronin - Deschutes County Mental Health Manager - project management expert 1643 NE 13th St, Bend, OR 97701 (541)390-0816 drkcronin@msn.com Misty Lee - VP Be Bop Biscotti - online marketing & brand expert PO Box 5891, Bend OR 97708 (541)977-4355 mlee@be-bop.net Morri Wyckoff - Personal Trainer, extensive grant writing experience. 1579 NW Albany Ave., Bend, OR 97703 (541) 771-9226 morri.stewart@gmail.com Douglas Robertson - Executive Director - Runs, designs, & develops all programs including community development & outreach. 471 NE Greeley Ave., Bend, OR 97701 (503) 367-7047 highdesertmuralfestivalbend@gmail.com Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: 1. This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. 3. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to es.t no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: Dana Whitelaw Organization Name: High Desert Museum Address: 59800 South Hwy 97 City: Bend State:Oregon � Zip Code:97702 Telephone Number: 541-382-4754, Ext. 326 Email Address:dwhitelaw@highdesertmuseum.org Certification: On behalf of the organization specified above, I certify the following: I. All information included in this application is accurate. 2. 1 am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity. Signature: Print Name: Title: C. L� VC V t Date: '14L 4_L_h HIGH DESERT MUSEUM Deschutes County Arts and Culture Grant Program Our Organization Don Kerr founded the High Desert Museum in 1976 on the belief that museums should be collections of unique experiences, repositories of memories and places of discovery. Our mission is to explore the High Desert's unique landscape, cultures, wildlife, history and arts, connecting our visitors to the past and helping them discover their role in the present and responsibility to the future. To achieve our interdisciplinary mission, we weave together art, science, and cultural and natural history to explore the rich diversity of the High Desert region. Through our exhibitions, our 180,000 annual visitors can experience the history of the American West, discover Plateau Indian art and culture, explore a 1904 living history ranch, and observe birds of prey, mammals and reptiles. In 2011, the Museum was re -accredited by the American Alliance of Museums, and in 2016, we became a Smithsonian Affiliate, granting us access to their collections, curatorial expertise, and resources. In addition to our permanent exhibitions, we offer at least nine temporary exhibitions and numerous associated programs each year. In 2016, our Artfor a Nation exhibition merged contemporary and historical artwork to explore the artistic legacy of the Works Progress Administration in the American West. The exhibition displayed 40 historic pieces of art on loan from the Portland Art Museum, and we commissioned three nationally renowned artists, Marie Watt, David Willis and Allan McCollum, to produce artwork in conversation with the exhibit theme. In addition, extensive partnerships facilitated 25 associated programs that immersed our region in the arts. This exhibition won Honorable Mention for the Charles Redd Center for Western Studies Award for Exhibition Excellence for its innovative exhibit design and community programming. Building on the success of this exhibition, we are actively expanding our capacity to increase access to innovative art experiences in rural central and eastern Oregon. Bend is the only Oregon city with a population greater than 30,000 not within 30 miles of a dedicated art museum, and the closet art museum is 130 miles away. In addition, the Central Oregon Regional Solutions Team identified the cultivation of a vibrant arts and cultural community as a high priority for the region. The Museum's recent art initiatives place us in a unique position to support this priority, contributing to new arts and cultural opportunities. In July, we hired our first Curator of Art and Community Engagement, whose expertise will enable us to produce engaging art exhibitions and programs and grow our contemporary art collection. The Museum recently received a Creative Heights grant from the Oregon Community Foundation to support our Water in the West exhibition. This interdisciplinary exhibition will use visual arts, music, spoken word and dance along with science and cultural and natural history to explore the past, present and future of water in Oregon. The multiple approaches to this topic will bring together diverse audiences, increasing access to the arts and sparking community dialogue. With funding from the Bend Cultural Tourism Fund, the Museum is also developing plans to expand our annual Art in the West exhibit into a multiday art festival. In addition to our art initiatives, we are working to increase access to Museum experiences and resources. We are a National Endowment for the Arts Blue Star Museum—offering free admission to active duty military and their families during the summer. Our Museum & Me program enables individuals with disabilities to visit the Museum during our quietest hours at no cost, and through the Institute of Museum and Library Services Museums forAll initiative, families with an electronic benefit transfer card are able to access the Museum at a reduced cost. We also offer two free days a year for seniors and the general public, and passes are available at local libraries and social service organizations. Our Animal Adventures program takes Museum resources to libraries throughout the tri -county region, ensuring access to families who cannot afford to travel to the Museum. The Museum's Board of Trustees consists of 27 members, whose expertise includes law, finance, nonprofit management, education, forestry and art. Board members meet quarterly, serve on one of five committees, align our mission and strategic plan with fundraising goals and contribute financially to the Museum. A well-qualified leadership team effectively manages the Museum. Executive Director, Dana Whitelaw, provides leadership for the organization, coordinating growth in attendance, exhibits and programs, and fundraising. She holds a Ph.D. in Anthropology and has more than 20 years of experience developing and managing educational programs and organizations. She also serves on the boards of the Western Museum Association, Arts & Culture Alliance and Central Oregon Visitor Association. Director of Programs, Christina Cid, oversees the Museum's exhibitions and programming. She has a Ph.D. in Science Education and over 15 years of experience. Under her leadership, we have established several new STEAM (Science, Technology, Engineering, Art and Math) initiatives, including an innovative study funded by the Institute of Museum and Library Services to discover how museums can better connect rural families to STEM fields through the art form of storytelling. Director of Development, Heather Vihstadt, has a Masters in Nonprofit Management and a B.A. in Studio Art. She recently introduced a planned giving initiative, which will provide additional financial security for the Museum. Director of Communications, Sandy Cummings, worked as a journalist for NBC News for 23 years and has won three Emmy Awards. She has established a strong online presence for the Museum and expanded our outreach through social media. Director of Finance, Carmen Melamed, has over 10 years' experience in finance, including at the University of Oregon. She has institutionalized changes in the store and cafe that have contributed significant growth in revenue. Our Program The Museum respectfully requests $5,000 from the Deschutes County Arts and Culture Grant Program to support our Little Wonders program, which provides underserved pre-school age children and their families access to inspiring arts and cultural experiences. Through a partnership with Neighborlmpact, Little Wonders provides complimentary memberships to Head Start families, enabling them to visit the Museum again and again throughout an entire year. Recognizing that admission is not the only barrier to museum access, we also offer families a $10 gas card each time they visit the Museum. This card both reduces the burden of transportation and encourages families to return to the Museum, 21 High Desert Museum fostering a culture of museum going and furthering the impact of the program. In addition, we host two Little Wonders family nights each year in order to help these families feel welcomed at the Museum. These nights offer an opportunity for students, family members and Head Start teachers to explore the Museum together. At the family night this past spring, a grandmother commented: "I think the program is wonderful. it gets the little ones out, gets the parents out, gets the grandparents out. It's nice." This fall, our family night will feature an exclusive preview of our Dinosaurs Take Flight art exhibition. Through Little Wonders, we aim to provide underserved families with on-going access to arts and cultural experiences. This program has three objectives: 1) reduce barriers to museum access by providing complimentary memberships and gas cards to Head Start families; 2) help underserved families feel welcomed in a museum setting and foster a habit of museum going; and 3) create opportunities for underserved children to make self-directed discoveries, expand their knowledge and deepen their natural curiosity. Little Wonders serves Head Start participants in Central Oregon. Currently, 83% of our Little Wonders families are from Deschutes County, including Bend, Redmond and La Pine. Approximately one in every four children living in Central Oregon are food insecure (have limited or uncertain access to nutritionally adequate food). To qualify for Head Start, a family of four's income must be under $24,600, making these some of the most at -risk families in our region. Poverty has a significant and long-term impact on children's cognitive, social, physical and emotional well-being. Families struggling to provide adequate food, shelter and transportation for their children often have few resources for arts and cultural opportunities. A study by the Institute for Museum and Library Services found that museums are essential to children's development, but only 43% of children with the lowest socioeconomic status visited museums in their kindergarten year, compared to 65% of the highest. The result is an inequitable distribution of learning opportunities that creates a knowledge gap for children entering elementary school. Little Wonders reduces barriers to arts and cultural opportunities, helping to ensure all families in Deschutes County can enrich their lives through the arts. With limited arts and culture institutions in our rural region, this program offers one of the few opportunities for low-income families to engage in museum experiences. Through these experiences, underserved children are able to discover their own unique potential, preparing them for later academic success and helping to close the opportunity gap in the region. In addition, families are able to spend quality time together, encouraging healthy relationships in our community. Since beginning the program in the spring of 2016, it has been overwhelmingly successful. We have provided over 550 memberships to families in Central Oregon, and approximately 180 families have visited the Museum more than once. The Museum's Membership Coordinator and Director of Programs work with Neighborimpact staff to issue memberships to Head Start families. These memberships entitle participants to the same benefits as Museum members, including free admission, discounts on special programs, and members only exhibit openings. We will host a Little Wonders family night in the fall for Bend and La Pine families and spring for Redmond and Prineville families. 31 High Desert Museum The total cost of Little Wonders is $48,402, which includes $40,500 for family memberships, $4,500 for gas cards, $2,000 for food for family nights, $100 for materials, and $1,302 for staff time to process and manage memberships and host family nights. We respectfully request $5,000 from the Deschutes County Arts and Culture Grant Program to help cover the cost of memberships for Deschutes County families and costs associated with family nights, including food and staff time. We have secured funding from The Bill Healy Foundation ($2,500) and Deschutes Cultural Coalition ($2,500) and have requests pending with the Herbert A. Templeton Foundation ($5,000), Storms Family Foundation ($5,000), and MDU Resources Foundation ($3,000). To continue this program, we will seek funding from a variety of sources, including foundations, corporate sponsors and individual donors. Our partnership with Neighborlmpact enables us to leverage each other's resources to serve low-income families in our region. This year, we hope to strengthen our partnership by adding a training for Head Start teachers that will equip them to incorporate museum experiences with their classroom curriculum, creating a continuum of learning for students and furthering the program's impact. Performance Measurement Through Little Wonders, we anticipate the following quantifiable outputs. 1. Provide 360 complimentary memberships to Head Start families in Deschutes County. To assess this outcome, the Museum's Membership Coordinator will track the number of memberships provided to Head Start families in Deschutes County. 2. Engage 1,000 individuals in the arts through our spring 2018 and fall 2019 Little Wonders family nights. We will track attendance to family nights and collect feedback from Head Start parents and teachers. We will also document these events through photographs. 3. At least 200 families will make repeat visits to the Museum. Our admissions software tracks the return visits of all Museum members and will enable us to collect data on how many Head Start families are returning to the Museum. Through these outputs, we aim to increase the availability of arts and culture opportunities in Deschutes County. We anticipate the following outcomes: 1) increase understanding of arts and cultural topics through expanded access to Museum exhibitions and programs and 2) grow the audience for art and cultural experiences in our region by reducing barriers for low-income families. Little Wonders is a long-term investment in the local economy that will help end the cycle of poverty in our region by providing inspiring educational opportunities to pre-school age children. According to a 2015 ECONorthwest report, if the achievement gap in Oregon had been eliminated in 2003, economic activity in Oregon would have been $1.9 billion higher in 2013. Economists and sociologists agree that investment in early education has the highest rate of return in reducing poverty because it significantly boosts cognitive development. By investing in Little Wonders, we can help close the achievement gap in Deschutes County and ensure all families in our region have the opportunity to enrich their lives through art and cultural experiences. 41High Desert Museum Sr qt IRS C' Dapnrnnc1d ul'7hc service 1�1a'D7(J ,l 1�F7 Iglcrunl lievenuc Xar+'tec OGDEN UT 84201-0038 MARGARET LEE 59800 S HWY 97 BEND OR 97702-7962 In reply refer to: 0437672883 Mar, 05, 2012 LTR 4170C 0 51-0179336 000000 00 0004'6753 BODC: TE 035725 Person to Contact: Mrs Sheffield Toll Free Telephone Number: 1-877-829-5500 Dear Taxpayer: This is in response to your request of Feb. 23, 2012, regarding the tax-exempt status of The High Desert Museum. Our records indicate that a determination letter was issued in February 1976, granting this organization exemption from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Our records also indicate this organization is not a private foundation within the meaning of section 509(a) of the Code because it is described in section 509(a)C2). Donors may deduct contributions to this organization as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to the organization or for its use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Please refer to our website www.irs.govfeo for information regarding filing requirements. Specifically, section 6033(j) of the Code provides that failure to file an annual information return for three consecutive years results in revocation of tax-exempt status as of the filing due date of the third return for organizations required to file. We will publish a list of organizations whose tax-exempt status was revoked under section 6033(j) of the Code on our website beginning in early 2011. If you have any questions, please call us at the telephone number shown above. MARGARET LEE 59800 S HWY 97 BEND OR 97702-7962 0437672883 Mar. 05, 2012 LTR 4170C 0 51-0179336 000000 00 00046754 Sincerely yours, Sharon Davies Accounts Management 03503 994 Return of Organization Exempt From Income Tax Form Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 2015 oepenmenl of the Treasury ♦ Do not enter social security numbers on this form as It may be made public. Open t0 Public Internal Revenue Service ♦ Information about Form 990 and Its Instructions is at www.Irs ovlform99D. Inspection A For the 2015 calendar oar or tax year bb inri 0? O.1 15 and ondin 0 6 30 ) 6 B check it eppaosbie: C Neme or oroenlzafon p Employer Idenllauaon nUmaor �; �; • HJGH DE. I"kT MUSEUM Addgas um, Jy ❑ Nemo tnanaot 1 aullmii i .: . V fs�-U!Gul ss:,mIf i! ii it WWI 10111n` i rr�Or iypJ s,Odw f . bei it mIk? U o� rfgg��ro rid ipzsSlc�i QQd osb� �9{)O �,�,i t�) II ' H�t,Ht;A'f' 97 = It t=lnal ratuny City or tam, elate or proNrxa, country, and LP ortoreign poera''rWo 8 Contributions and grants (Part VIII, line 1h) ...... .. ............ _... 9 Program service revenue (Part VIII, line 2g) . _ ... _ _ ..... _ 10 Investment Income (Part VIII, column (A), lines 3, 4, and 7d) 11 Other revenue (Pad VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12 Total revenue — add lines 8 through 11 (must equal Pad VIII column (Al, fine 12) 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . _ . _ , , 14 Benefits paid to or for members (Part IX, column (A), line 4) _ _ 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 16aProfesslonal fundraising fees (Pad IX, column (A), line 11e) b Total fundraising expenses (Part IX, column (D), line 25) ♦ 3 9 0 , 0 9 0 17 Other expenses (Part IX, column (A), lines 11a -11d, ilf-24e) 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 19 Revenue less expenses. Subtract line 18 from line 12 n""n e'ad lS :(JA OR 97702 Prior YON P Name and address of pliruipal ofrwr convol Y03r 2 1.0.7. t).`'74 Amended return QApp6d,eon pending DANA WHITELAW, PH. D 39, 76*7 337 568 59800 SOUTH HIGHWAY 97 5 088 19 0 4 381, 816 15, 000 BEND OR 9.7702 0 t ia�4,An�f1 ela:Us. WIta)t3)__.. f•Orlo i ,n -11"i .Qa7fm,1) or 527 o Grass roncr<as 4, 582, 982 Hef Is this a group return for eubardnalss?a Yes [X No Htb) Aro all subordinates included? a Yes El No If "Nc," edech a Ilsl (see Inst—lims) ltlel Cecnm Dxen,M:_" numbs( L You of IMm:norr 17 7 N I M Sfxa nt ran 1 aullmii as a6 i Rriefly describe the organization's mission or most significant activities: TO BROADEN THEUNDERSTANDING O HE HIGH DESERT'S WILDLIFE, CULTURE, O E OF Pt,O Ile TH} A0Ur HTF L 7ESI AND NATURAi, RE—7SFOR THE pGRPR.O MAKING THAT WILL . tlu _A t: THE (.,:;;j,0N' S NATURAL ANI) (.1I1,PURAL 1;EA 11AV :. 2 Chock this box ♦E1 it the organization discontinued its operations or disposed of more than 26% of its net assets 9 Number of voting members of the goveming body (Pad VI, line 19) 3 4 Number of independent voting members of the governing body (Pad VI, line lb) 4 6 Total number of Individuals employed in calendar year 2015 (Part V, line 2a) b Total number of volunteers (estimate If necessary) , • 6 7a Total unrelated business revenue from Part VIII, column (C), line 12 7a b Not unrelated business taxable income from Form 990=f, line 34 7b M,, iSION 25 _ 25 8 S 2 DG 0 0 �Q 8 Contributions and grants (Part VIII, line 1h) ...... .. ............ _... 9 Program service revenue (Part VIII, line 2g) . _ ... _ _ ..... _ 10 Investment Income (Part VIII, column (A), lines 3, 4, and 7d) 11 Other revenue (Pad VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12 Total revenue — add lines 8 through 11 (must equal Pad VIII column (Al, fine 12) 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . _ . _ , , 14 Benefits paid to or for members (Part IX, column (A), line 4) _ _ 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 16aProfesslonal fundraising fees (Pad IX, column (A), line 11e) b Total fundraising expenses (Part IX, column (D), line 25) ♦ 3 9 0 , 0 9 0 17 Other expenses (Part IX, column (A), lines 11a -11d, ilf-24e) 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 19 Revenue less expenses. Subtract line 18 from line 12 2,735,565 Prior YON convol Y03r 2 1.0.7. t).`'74 1,948,126 2,098,064 66,881 39, 76*7 337 568 141 931. 5 088 19 0 4 381, 816 15, 000 _ . _ _ 0 2,002,187 2 16 4 5122 0 2 092,-72.3 l.. ' ! 1 r .34 4,101,910 4 650 956 986,230 —269 140 tI 20 Total assets (Part X, line 16) , 21 Total liabilities (Part X, line 26) 22 Net assets or fund balances. Subtract line 21 from line 20 Beannirm of Currant Year Cnd of Year 21,542,636 18 348,345 469,505, 40c 957 21 073 131 1 7 831. 388 Part it Signature Block Under penalties of perjury, I declare that I have exeminea this (glum, Inauang accomparrynty acneuuma dnu owrmnunro, a ,„ - u,= — � ,,,r ,1—.,—a �,, •—" •• true, correct, and : mptata Declarationof p imf toil than officar) is based on all information of which prepafer has any knowlel F if Sign srs, a mor anicer — �� Here ' DANA WHITELAW PH.D EXECUTIVE DIRECTOR Type or print name end 9110 Pnntrrypo preparers name Preparers signature bele Check If PTIN Paid BRIAN G. NEWTON self-employed p0133r11 `„ Prepare( •r'Jrrli:rwmo JOIt ,:S & R(yrj-I, P.C. nrmaEINe1 93-081.9646 Use Only 300 SW COLUMBIA, SUITE 201 Flmrs addross " BEND OR 97702 prime no 541-382-3590 May the IRS discuss this return with the preparer shown above? (see Instructions) Fn, Panarwnrk Radrmtlen Act Notice. See the separate Instructions. Forth 990 (2015) 03503 Form 990 mi5 HIGH DESERT MUSEUM 51-0179336 Page 2 Part III Statement of Program Service Accomplishments Check if Schedule O contains a response or note to anY line in this Part III _._... _ ..... ,-_. 1 Briefly describe the organization's mission: TO BROADEN THE UNDERSTANDING i' TI -IF, HIGH DESERT'S WILDLIFE, CULTURE, ART AND IJA'i'U1;l11� ItI �CUIFCES COi�, OC' PKt'Mti.l`ING THE 1'1-JOUGHTFUL DFSCISION MAKIN 17 1fl� T !+ti,Tf`d,ti t1STAIN Tf r REG: YA"" s NATt�)RAL 11I{ 'dU'LTIJT,AT 111 ! .i.11),AGOI 'r �r �� 2 Did the organization undertake any significant program services cl(aunl the year which were not listed on the prior Form 990 or 990 -EZ? Yes No If "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? Yes a No If "Yes," describe these changes on Schedule O. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 6 4 �i it 4b (Code: , ) (Expenses $ Including grants of $ ) (Revenue $ 40 (Code: ) (Expenses $ Including grants of $ ) (Revenue $ 4d Other program services (Describe In Schedule O,) (Fxpensos 5 including grants of S } (Revenue $ i 4e Total pr ram service expenses ♦ 4 042,528 Form 990 (2015) Daa HIGH DESERT MUSEUM FY2018 BUDGET (July 1, 2017 -June 30, 2018) REVENUE AND SUPPORT Contributed Revenue Individual Donations Corporate Contributions $556,005 $150,000 Donated Professional Services $61,251 Gifts in Kind- Goods $16,826 Federal Grants $130,326 State & Local Government Grants $28,500 Foundation Grants $130,000 Total Contributed Support $1,072,908 Earned Revenue Admissions Revenue $1,159,572 Memberships $361,220 Education Class & Camp Fees $120,550 Program Sales & Exhibit Program Rental Fee $75,285 Non -program Sales $6,330 Interest-savings/short term inv $3,850 Private Event Rental Fees & Event Beverage Sales $74,250 Endowment Distribution $107,121 Museum Store Sales $474,556 Museum Caf6 Sales $275,768 Total Earned Revenue $2,658,502 Special Events HDR- Net $216,590 Vulture Venture Sales- Net $9,000 Total Special Events $225,590 Net Assets Released from Restriction Funds Released from Temp Restricted $224,100 Total: Net Assets Released from Restriction $224,100 TOTAL REVENUE & SUPPORT $4,181,100 EXPENSES Cost of Goods Sold COGS Store COGS Store Shrinkage $209,025 $600 COGS Store Consignments $12,774 COGS Event Beverage Sales $6,275 COGS Cafe $92,978 COGS Caf6 Alcohol $2,443 Total Cost of Goods Sold $324,095 Wage and Benefits Total Wage and Benefits $2,443,485 Professional Fees & Expenses Contract Services & Outside Computer Serices $179,615 Professional Fees & Production Costs $47,650 Advertising Expenses $121,162 Advertising In-Kind $53,651 Total Professional Fees & Expenses $402,078 Operating Expenses Supplies & Materials $52,198 Program Operating Costs $31,179 Wildlife Feed & Supplies $28,000 Fundraising & Promotional Exp $12,634 Telephone & Internet $16,886 Postage, Shipping & Delivery $47,550 Equipment Rentals $7,901 Repairs & Maintenance $1,918 Computer Software & Equipment $31,405 Exhibit & Program Rental Fees $60,900 Exhibit Materials & Design $43,000 Printing and Copying $58,036 Books, Subscriptions, & Reference Materials $2,248 Collections Purchases & Maintenance $1,500 Unemployment Claims Paid $7,200 General Liability Insurance $125,420 Membership Dues - Organization $10,869 Staff Recruitment $5,000 Property Taxes $340 Bank and Credit Card Fees $65,254 Investment Fees $1,300 Permits and Licenses $4,242 Travel & Meetings Expenses $66,888 Total Operating Expenses $681,868 Facility Expenses Utilities $216,000 Landscaping & Building Maintenance $62,440 Vehicle Maintenance $3,450 Janitorial/Office Maintenance $24,700 Security Expenses $1,265 Total Facility Expenses $307,855 TOTAL EXPENSES $4,159,381 Net Income $21,719 High Desert Museum Little Wonders Budget, Fiscal Year 2018 (July 1, 2017 -June 30, 2018) Revenue Anticipated Deschutes County Arts & Culture (this request) $5,000 Sill Healy Foundation (secured) $2,500 Deschutes Cultural Coalition (secured) $2,500 The Storms Family Foundation (pending) $5,000 Herbert A. Templeton Foundation (pending) $5,000 MDU Resources Foundation (pending) $3,500 Corporate Sponsorships (planned) $5,000 HDM Allocation (secured) $19,902 Total Revenue $48,402 Expenses Personnel Membership Cordinator (data entry of memberships, mailing and printing membership cards) (10 hours x $20.31 per hour) $203 Director of Programs (16 hours x $40.60 per hour) $650 HDM Staff & Volunteers (prepare, package, and distribute food; set up & take down) (20 hours x 2 nights x $11.22 per hour) $449 Other Memberships ($90 membership x 450 families) $40,500 Transportation ($10 gas card) $4,500 Food for special event nights $2,000 Materials (including printing & postage) $100 Total Expensesi $48,402 U C C C J C a T v C cn u a m -V a > i a d > O C C Ln V a UrLL ?� V o °i3 c C c a u oif a O a s ,� J 3 01 CL d U c O u ` � �. 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C u Ln 3 a a 0 0D Ew p m� a 3 o c E- 3 c Y E L v c O a v°`+ Ln a+.,' o +^ v m 0 'n N a V Y d #ya vl z m C w U w 5 _G •U OD m i m Y C O a m d. � m m m tY s N N O C > yS C M r im LL m M L C o C o, V O G o a z c a m a f 0 `L `m �_ E '' a N 0 tw a •o °>�' o m m - m .01 = OJ E Ico m. a/ L m V z m m o v Y n V a a cn V) !- r CrL r 0 Y V' - t� � ar a of Q u Y Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: 1. This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. 3. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to judithu@a deschutes.ora no later than' 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: ...—_ _.__. . _ --- -- - - - -- Contact- _-'��a►J ,s •Ea,nJ Organization Name: r-,, gewp Address: PA §OV A3 � City: State: Zip Code:�(� Telephone Number: y) 350 – t7 Email Address: 1tca cn.a 62 voarc.t"', . o r Certification: On behalf of the organization specified above, I certify the following: 1. All information included in this application is accurate. 2. 1 am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity. Signature: Print Name: Title: x e��j 11re �� - - a::;; Q 01 Proiect Narrative Project Title: Produce The Secret Garden Performances to the Ridgeview Performing Arts Center in Redmond, OR About the organization: OperaBend produces 2 full operas/musicals yearly. In partnership with Central Oregon Community College, we offer the Opera Production Class each quarter. In keeping with our mission we involve local, regional and nationally acclaimed performers and master classes. OperaBend will present the musical The Secret Garden at Ridgeview Performing Arts Center in Redmond on March 23rd and 24th. Collaborators for this project include members of the Cascade Chorale and Central Oregon Community College. Participants are 20 local soloists, and 15 local choristers, Maestro Michael Gesme, Conductor, and thirty orchestra members and numerous stage tech etc. Additionally, Central Oregon has a very strong artistic community of choristers, soloists and theatre professionals. Through the Opera Performance Class offered by COCC, performing artists, both young and adult, are educated and gaining experience in this art form. The target audience is students and adults. We seek funds enabling us to offer free outreach performances to elementary, and middle school students and offer $10 student tickets to the evening performances. There will be two performances in Redmond on March 23rd and March 24th, 2018. OperaBend consistently engages performers who are currently singing lead roles with Eugene Opera, Portland Opera, the Portland Opera Young Artist Program, Seattle Opera and the MET Opera in NYC. The intended outcome is to bring a wonderfully rich cultural experience to Deschutes County residents. OperaBend history: OperaBend began in April 2013. It's first performances were all volunteer efforts, using mostly local talent. It quickly grew and became one of the favorite music producing organizations in Central Oregon. In the 2014-2015 season, Les Miserable at the Tower theatre was sold out for 8 performances resulting in a participant count of approximately 3300. Also, in the 2014-2015 season, Mozart's The Magic Flute was sold out for 2 performances at COCC's Pinckney Center for the Arts, making the participant count approximately 550. In the 2015-2016 season, Die Fledermaus had a participant count of roughly 400. In May, 2016 the production of Carmen had a participant count of approximately 3000. In June, 2016 Via Lactea, A New Opera in English was roughly sold out of 3 performances at the Tower Theatre, resulting in a participant count of approximately 1,200. In Halloween 2016, Maelstrom the Zombie Opera playing at COCC's Pinckney Center for the Arts, had a participant count of approximately 600. Finally, OperaBend produced Puccini's La Boheme in March 2017 playing for 2 performances at Ridgeview Performing Arts Center in Redmond, had a participant count of about 750. Also, in March and April of 2017, OperaBend was able to take La Boheme on tour to many places in the State of Oregon. La Boheme was performed in Madras, Hood River, Astoria, Eugene, and Florence, all thanks to a generous grant from the Oregon Cultural Trust. OperaBend Artistic Director, Nancy Engebretson, has thirty-five years of producing, teaching, performing and directing experience, with twenty-two of those in Central Oregon. In the Children's Music Theatre Group, 2003-2009, she created Central Oregon's first year-round music and theatre experiences for school age children, highlighted by full productions of four Broadway musicals, with live orchestra, at Bends Tower Theatre. Engebretson also directed the acclaimed and sold -out performances of Mozart's The Magic Flute in 2015 as well as numerous musicals and opera performances. She was the director for the World Premiere of Via Lactea, a New Opera in English, and starring Metropolitan Opera soprano Emily Pulley. Jason Stein, Executive Director has a Master of Science in Management degree from New York University, and has Management experience with 3 different Non-profit Oregon companies. Board Member, Richard Doyle, has owned and managed aircraft rental firms. Board Member, Suzie Hughes is a retired advertising account executive. OperaBend has provided outreach performances in Deschutes County in the past. For the outreach initiative of The Secret Garden, we intend to perform to schools in Bend and Redmond. A large part of this project is intended to reach those in Deschutes County who do not have access to music and theatre live performance. An important cultural value is the rare chance to give exposure to children and families of what is possible in the performing arts. Many rural children see live theatre only through a program such as this. For children who do not have a strong arts education, this can be an invaluable experience which promotes expanding their vision of what is possible and seeking out more such opportunities. For our outreach into schools, OperaBend partners with teachers all around the school district. OperaBend presents a quick outreach guide which it sends to teachers in advance so that the story and themes are understood prior to attending the musical. OperaBend will have the schools bus their kids into the Ridgeview High school facility during the school day and perform a shortened version of the musical. We seek funds enabling us to offer free outreach performances to elementary, and middle school students and offer $10 student tickets to the evening performances. There will be two performances in Redmond on March 23rd and March 24th, 2018, The Secret Garden is a wonderful musical about hope and rejuvenation. Two of its principal characters are 10 -year-olds. One girl, Mary, and one boy, Colin. Some say the theme of The Secret Garden is 'when a thing is neglected it withers and dies, but when it is worked on and cared for thrives, like Mary and Colin. When other children in Deschutes County see two of their peers singing and acting on the stage, this theme will really hit home. It will also interest many kids to consider studying singing and acting. Community Impact and public benefit. OperaBend intends to create a fresh, engaging, and stimulating production of The Secret Garden that will appeal to a broad and diverse audience. By performing in Redmond, we will: • extend awareness of OperaBend to a new community in Deschutes County, • have $10 student tickets and $15 (lowest) adult tickets to create access for many new and old audience members, and • present The Secret Garden, accompanied by a live orchestra under the baton of Michael Gesme, conductor of the CO Symphony, and the chorus sung by members of the Cascade Chorale provides vocal, choral, orchestral and theatrical audience experience, and • give one boy and one girl an opportunity to perform in front of their peers, and • give elementary and middle school children to see their peers performing, and • present a positive message to Deschutes county youth. Dollars requested. Deschutes County funding of a $10,000 grant allows OperaBend to reach our funding goal, thereby fulfilling our mission: Promoting, nurturing and preserving the Central Oregon tradition of excellence in Opera and Classical Vocal Music. Goals & Objectives: OperaBend will be performing the musical The Secret Garden at Ridgeview Performing Arts Center in Redmond, OR. That theatre holds approximately 600 seats, so the goal is to have an attendance of 900 between the two performances. We will measure the success by determining at least 33% of those in attendance were new audience members to OperaBend. The data is automatically gathered through our ticket provider, Brown Paper Tickets. After the event is complete we can very simply get a list of all those folks who attended and compare it to our existing database of audience members. Ticket sales will be the clearest indicator of outcome. Additionally, audience exit reviews and venue staff reviews will provide valuable information for gauging success. The impact on children would be evident to teachers and parents and can be measured by interviews with audience, venue staff, and school staff members. This is accomplished by written and/or oral means. A successful project would inspire continuing and building upon the learning that this performance will provide. If this project is successful, OperaBend will endeavor to provide more opportunities of access to live opera and musicals to Deschutes County. TSG PROJECT BUDGET Expenses Royalties and music rental Staff -Project Specific Contracted Services -Other Space/Facility Costs Materials Supplies Marketing/Promotion Other Total Expenses Revenue Earned Revenue (Admissions, Memberships, Fees for services) Corporate Support (source) 1. Radio Ads 2. Newspaper Ads Desc. I In -Kind Total $ 7,000 $ $ 7,000 Dir., SM, Tech. $ 6,200 $ 1,000 $ 7,200 Singers/Orchestra fees $ 14,000 $ 1,000 $ 15,000 $ 5,000 $ $ 5,000 Sets/Props/Costumes $ 4,050 $ 2,250 $ 6,300 $ 9,200 $ 500 $ 9,700 Insurance S 1,000 $ 0 1,000 $ 43,950 $ 4,750 $ 51,200 Status (Planned, Pendine or Confirmed) In -Kind Total Planned $24,450 $ 24,450 Planned $ $ 1,000 $ 1,000 Planned $ 750 $ 750 3. COCC $3,000 3 000 subtotal $ 4,750 $ 4,750 individual/Community Support 1. Donors Pending $ 5,000 $ 5,000 2. Individual Donors Planned 5,000 2 500 subtotal $10,000 $ 7,500 Applicant Cash -Allocated to the Project Confirmed $ 2,000 $ 5,000 Grant Request Planned $10,000 2 000 Total Revenue $46,450 $ 4,750 $ 51,200 The source of the "matching" funds will be from individual and corporate donors. INTERNAL REVENUE SERVICE P. 0. BOX 2508 CINCINNATI, OH 45201 Date: JUN O3 20-14 OPERA BEND C/O JASON STEIN 2847 NW FAIRWAY HEIGHTS DR BEND, OR 97701 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 46-2541609 DLN: 17053301314023 Contact Person: CUSTOMER SERVICE ID4 31954 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 170 (b) (1) (A) (vi) Form 990 Required: Yes Effective Date of Exemption: April 1,2013 Contribution Deductibility: Yes Addendum Applies: No We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. We determined that you are a -public charity under the Code section(s) listed in the heading of this letter. Please see enclosed Publication 4221 -PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization. Enclosure: Publication 4221 -PC sincerely, Director, Exempt Organizations Letter 947 Short Form OMB No. 1546-1150 Form 990 -EZ Retur.0 of Organization Exempt From Income Tax �Q Under section 501'(c), 527, or 4947(a)(1) of the Internal Revenue Code (exoept'private foundations) i ` • Do not enter'soolal security numbers on form as it may be made public. ••- �. Repmirnent ottheTreasuy''1► Information:abput Form 990 EZ•and'its instrul&Wns' is at wimmirs.gov/forin00 fntenial Revenue Service A -For the 2016 calendar year, or taz=year beginbing 2016, and ending r •_ 20 • ' .. ,B• •Cheek It sppllcable: ` C Name of organizatlon - • - • • - D E p mloyer rd@nttficaticrn numbs +0 Address change O era Bend .46.2641609 'Q Name change Numbar..and street (or P.O. box, it mall is not delivered to street address)) oo suite . E Talsphons•number : ❑ mlgal return PO' Box 2501 641;350.9805 Cl Fine) rewrNrerminated, Ciry or Iovvn, state or province, country, and ZIP or foreign postal code F Croup Exemption Q Amended return Number. ► ApOicatlonpsndina Bend •OR 97709-'2101 . G Accounting, Method; Cash ❑ Accrual, . Other (specify) ► H. Check ►k ❑ if the organization is not Website: 0-www.o erabend.or required to attach Schedule B J Tax-exemptstatus(check onlyone) --.0 501 (c)(3) ❑ 501 c inserino. 4947 a 1 or X527 (Form 990; 996cE�, or990•PF). K Form of organization?; [ ,Corporation- 0 Trust LJ Association. El other L Add lines 5b, 6c, and4loto •line 9 to determine gross receipts. if gross receipts are $200,000 or more, or if total assets ► (Part II, column (B) below) ate' $b00,00D or more, file Form 990 instead of Form 990 -EZ . . . . . Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instruct; _r i— ra:.... ,n +NI. 6nrt I ,ns -.for Part. 1) For Paperwork Reduction Act Notice, see me sepernan nw�.•+�.,....�. -- - uneCK tT me or antcauvri uzou �� w , .. ... -• - - 1 Contributions, gifts, grants, and similar amounts received . . . . • • • • • • • • 1 136122.16 ,2 Program service revenue including government fees and contracts . . . . . . . . . 2 51,629.35 3 Membership dues and assessments . . . . . . . . . . . • • 3 4 4 Investment income . . . • • • • • • • ` • • 5a 5a Gross amount from sale of assets other than Inventory . . . . 50 b Less: cost or other basis and sales expenses . . . . . . • . 5b c Gain or poss) from sale of assets other than inventory (Subtract line 5b from line 5a) . . . . e Gaming and fundraising events a Gross income from gaming (attach Schedule G if greater than r $15,000) . . . . . . . . . . :.. . . . . . . . 68.• b Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceeds $15,000) . 6b c Less: direct expenses from gaming and fundraising events 6c d Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 7a Gross sales of inventory, less returns and allowances . . . 7a 6d b Less: cost of goods sold . . . . . . . . . . . . 7b c Gross profit or (loss) from sales of inventory (Subtract line 71b from line 7a) . . . . . . . 7c a • '` ' 8 Other revenue (describe in Schedule 0) . . . . . . . . . . . . . . . . . . . ► 9 187,751.50 9 Total revenue. Add lines 1, 2, S, 4, 5c, 6d, 7c; and 8 10 Grants and similar amounts paid (list in Schedule 0) . . . . . . . . . . . . . 10 11 Benefits paid to or for members . . . . . . . . . . • . . • . . . . . .11 12 56,264.67 12 Salaries, other compensation, and employee benefits . . . . . . . . . . . . 13 81,786.76 13 Professional fees and other payments to independent contractors . . . . . . . . . 14 3529.76 CL 14 Occupancy, rent, utilities, and maintenance . . . . . . . . . • . . 10,378.51 K15 w 15 Printing, publications, postage, and shipping . . . . • • • • • - 16' 72,123.13 16 Other expenses. (describe. in Schedule O) . . . . . . . ► 17 223.072.81 17 Total expenses. Add lines 1.0 throu h 16 . 18 Excess or (deficit) for the year (Subtract line 17 from line 9) . . . . . . . . . . . . with 16 -35,321.31 (3 19 Net assets or fund balances.at beginning of year (from line 27, column (A)) (must agree Qend•of-year figure reported on prior year's return) . • • • • • • • • • • • 19 50,904.02 20 Other changes in net assets or fund balances (explain in Schedule 0) . . . . . . . . . 20 30,73 21 15592,71 Form 990 -EZ (2016) 2 21 Net assets or fund balances at end of ear. Combine lines 18 throw h 20 . ► For Paperwork Reduction Act Notice, see me sepernan nw�.•+�.,....�. -- - pane 2 Form 990 -BL Vu10) • Balance Sheets (see the instructions for Part II) ❑ Check If the or anization used Schedule O to res and to an question in this'Part Il . . . . .. '(A) 1(B) of :. .. .. ... .... . Beginning of year End year 50,904.02 22 15;613.44 22. Cash, savings, and investments`.. 23 24 " ':k3' Land and buildings . :Other assets (desprl, a in Schedule O� ' 26 " Total assets 50,904:02 25 15613-44 . 28: Total liabilities (describe in Schedule O) , . `• 26 ' 27 Net assets or fund balances' line 27 of column (B) must agree with line.21 50 904.02 2711 15 813:44 • Statement of Program Service Accoinplish'ments (seethe instructions for'Part 111} . Check if the or •anization used Schedule O to res and to an uestion in this Part III ❑ Ex . Expenses (Requiredpe seclon What is the organization's primary exempt purpose? Presenting Opera Performances 501(c)(3) and 5oi(c)(4) Describe the organization.'s. program. service, accomplishments for each.of,'lts.three' largest program services, . gryanlzallona; optlonal for. as measured by. expenses, In a clear and conclse manner; describe the services provided,: the ;number of • ,others.) persons benefited, and other relevant, information for each program title., . 28 Presented Strauss' Die I''ledermaus.----------------------- —---- -----=---_----:---._--_ -------------- Grants $ if this amount includes forei n wants, check here 0- ❑ 28a 19,639.31 29 Presented larson's Maelstrom -----.-------- •------- ------------- --_-- Grants $ ) if this amount includes foreign grants, check here . 0- ❑ 29a 11 450.91 30 Presented Oswaids' Via Lactea --- _-------------- -------------- —------- ----- _---- —----- __.__--------------- —_-.__—_-.--- --_---_.—. —------------ ----- —---- —--- -------.....-_---__...--------------------------•----------------•-•- Grants $ ) If this amount includes forei n rants, check here . * El 30a 178,121.49 31 Other program services (describe in Schedule O) . . . . . , • • . • . . , • • • • • Grants $ If this amount Includes foreign grants, check here . ► 131a 12 853.42 32 Total program service expenses (add lines 28a through 31 a) . . . . . . . . . ► 32 222 071.13 List of Officers, Directors,'Trustees, and Key.Employees (list each one even if not compensated—see the instructions for Part I0 Check if the organization used Schedule O to respond to any question in this Part IV . . • ❑ (b) Average (e) Reportable (d) Health benefits, compensation contributions to employee (e) Estimated amount of hours per week (e) Name and title devotedtoposhion (Forms W-211089-MISC) benefit piens, and other compensation (if not paid, enter -0-) deferred compensation Jason Steins Pres'r_dehtt.Treasurcr, and Executive Director 12 9,260 0 0 Mancy_Ejgebretson :Board Member and Artistic Director__ 10 7 500 0 0 S4 RicD1 Brd Memper ___��______— ............. ._-------oyieoa...... 0 5 300 0 Rick Jenkins, Secrgtarar---------- —_--_______.— -------------- — p 0 5 0 -.. 0 5 600 0 pan Glover, Vice President ______------------------------------ 0 5 0 0 t-orm aav-cr. tevior Opera Bend EIN 46-2541609 Budget Year Ending December 31, 2017 Revenues 2017 Gifts, Grants & Contributions Received 80,000.00 Gross Receipts from Admissions and 20,000.00 Services Performed 35,000.00 Total Revenue 115,000.00 Expenses 1,500.00 Salaries, other compensation 15,000.00 Professional Fees 40,000.00 Occupancy, rent, utilities, maintenance 10,000.00 Printing, publications, postage & Shipping 2,500.00 Other Expenses Marketing/Advertising 20,000.00 Accounting/Payroll Expense 750.00 Office 200.00 IT 1,500.00 Insurance Expenses 1,500.00 Travel 5,500.00 Production - Sets 3,000.00 Production - Lights 150.00 Production - Costumes 5,000.00 State - Fees 150.00 Food 500.00 Royalties 7,500.00 Music Rental Expenses 1,650.00 Total Other Expenses 47,400.00 Total Expenses 114,900.00 Net Income (Loss) 100.00 OperaBend Board of Directors 2017 Jason Stein, President and Treasurer Bend, Oregon Affiliation: Systems engineer for Vertex; Executive Director, OperaBend. Jason's background includes both performing and directing/producing musicals and operas. He has performed many lead roles with theatre and opera companies in Oregon, Colorado, New York and New Jersey. His educational background includes a Bachelor of Fine Arts, where he studied Acting with Stella Adler in New York City, and a Master of Science Degree from NYU. Phone: 541- 350-9805 Dan Glover, Vice President Redmond, Oregon Affiliation: Retired undercover police officer; vocalist and cast member of several OperaBend productions; sound technician and worship team. 541-350-5898 Nancy Engebretson Bend, Oregon Affiliation: Instructor, Central Oregon Community College, Opera Performance Class. Vocal instructor; Artistic Director, OperaBend. Nancy has enjoyed the past thirty years as a freelance soprano, voice teacher, music and stage director and producer. She is the founder of two performing arts organizations (in addition to OperaBend): Children's Music Theatre Group, and Candlelight Dinner Theatre. Nancy has appeared in principal roles in musicals, operas and plays, and has produced and directed over 40 productions, including Broadway musicals and opera. Nancy holds degrees in Psychology and Vocal Music Education. Phone: 541-350-8563 Richard Doyle Prineville, Oregon Affiliation: Retired electrical and software engineer; former owner and manager of aircraft rental firms; singer and actor with many credits in the Denver area and Whidbey Island, WA. He also has experience as a stage manager. Phone: 206-228-2384 Suzanne Hughes, Secretary Bend, Oregon. Affiliation: Retired advertising account executive; ten years' experience as a stage manager for theatrical companies in Marin County, California and Bend, Oregon. Phone: 415-279-5468 Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: 1. This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. 3. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to judithu cii..dcschutcs.org no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: tiY r F{, r i' C r Organization Name: I cD cLe r -u s H c r,5 A r� S o 6 cJ y Address: City: State: Zip Code: 7 7 C Telephone Number: F-41 -1,1 p ( c 5 `i Email Address: Certification: On behalf of the organization specified above, I certify the following: 1. All information included in this application is accurate. 2. 1 am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity. Signature:J- , e rn iof % Print Name:�o,Fir �' �1-� Title:1- � �n it f Fac S � r� i_y-\E I rc' SageBrushers Art Society Arts and Culture Grant Program 2017-18 Application Organization Describe the history of the organization, including the year the organization was established. The SageBrushers Art Society is a member supported nonprofit. It was founded in 1952 by five women who wanted to promote the arts in Bend. In 1960, SageBrushers purchased the building where we currently reside through a special agreement with the county for $1. State the organization's mission, goals, and programs or services provided. SageBrushers is a working studio open daily to members. Our mission is to support the arts in Central Oregon through classes, fellowship, a lending library, and a member studio and art gallery. The gallery is open to the public. Members pay an annual fee of $50 and are required to volunteer 20 hours' p/year toward building and grounds maintenance and keep supplies stocked. Currently there are 130 members. Membership fees cover typical operating expenses: insurance, phone, utilities, office supplies, etc. Programs and services provided include affordable workshops for members and non-members; a large open studio equipped with tables, easels, and kitchen; sales opportunities at numerous art shows and community events; social networking with local artists and instructors; weekly painting groups to work on personal art projects; constructive feedback from fellow artists and instructors; opportunities to host your own private showing; and storage lockers available to rent for a nominal fee. Members also provide free painting classes to the senior population at the Bend Senior Center and Touchmark. Describe the leadership and structure of the organization. The Board of Directors meet monthly and is comprised of a traditional executive committee plus a Facilities Manager. It is the Facilities Manager's responsibility to evaluate and maintain the studio and gallery with the help of the membership, yearly assess the state of the facility and advise the Board on repairs and updates for the budget process. The directors serve a two-year term. The leadership structure is also comprised of seven committees: membership, website, newsletter, publicity, gallery shows and exhibits, guest artist classes and fundraising. There is no paid staff and day- to-day operations are met only through volunteers donating their time and talent. Program Project, or Activity Project title: Facility Upgrade to Enrich Seniors and Veterans — Phase 2 Dollar amount requested for grant: $3,000 Goals and Objectives of proposed initiative: The SageBrushers' house was built in 1935. This facility - upgrade project is phase two of three; with the over-all goal of replacing windows with energy efficient windows throughout the building and upgrading/expanding our lending library. Phase one was completed in August, 2017 with the replacement of five aluminum windows in the studio. Objectives for phase two include replacement of two windows that currently do not meet safety standards with energy efficient windows and installation that meet safety standards, blinds for the new windows, expanding library resources for all painting mediums, and library furnishings that create a comfortable area to peruse and study the resources provided. Phase three will address gallery needs. Identify the target population to be served: The Central Oregon community at large, and specifically the senior population, will benefit from this project. Membership is open to all levels and ages and non- members are welcome to attend classes for a nominal fee of $5. In addition to providing free classes at the Bend Senior Center, it is expected our outreach to the senior population will expand to residents living at retirement facilities. Our gallery is open to the public and SageBrushers is an active participant of gallery shows through -out the community. Identify the geographic areas of Deschutes County which will benefit: All of Deschutes County will benefit from this grant. Participants of workshops live throughout the county. Weekly classes tend to have participants from Redmond, Bend, Sun River, and outlying areas. Describe how the proposed initiative will positively impact the community and complement existing services currently provided by Deschutes County: As mentioned, our mission is to support the arts in Central Oregon. Currently members of SageBrushers provide free art classes to seniors at the Bend Senior Center and Touchmark, supporting their life enrichment and wellness program. In addition, we provide monthly gallery shows at the Senior Center. Our vision is to also connect veterans with the arts in much the same way as the senior citizen population we reach. Seniors and veterans are often underserved. We would like to expand our work with the senior population and develop a plan to reach the veterans in Deschutes County by opening our doors to organizations that support these populations and offer classes and provide access to our lending library. This would also allow more access to art supplies and expand the creative process. A barrier to achieving this outreach is the cost associated with increased building usage and the resulting increase of utilities. When a window project specialist did a site visit, a comment was made that we are basically heating the outside with the current windows. It seems so simple, but by upgrading to energy efficient windows, we can keep the building utilities at a reasonable rate while increasing the facility's use. New energy-efficient windows will eventually pay for themselves through lower heating, cooling and lighting costs. Describe in detail how the proposed initiative will be implemented: November 1— December 312017: secure grant funding and implement an annual campaign to secure funding for the project January — March 2018: (1) Window project contract secured; Removal of existing interior window trim; Removal of existing windows; Installation of new windows and sill adapter and head expander as required; Caulk and insulate as required; Replacement of window stop and existing casing as required; All job-related debris hauled away; Final inspection (2) Window blinds contract secured and installation of blinds (3) Volunteer librarian research and purchase training DVDs and books for the lending library (4) library furnishings purchased (5) a spring open house held for local retirement center activity directors and veteran outreach program directors. naerriha cnarifirally how the requested funds will be used: Source Amount How funds will be used Deschutes County Arts and $3000 Requested $2000 - Preparation & Culture Grant installation of 2 windows $500 - Sun blocking blinds, $500 - DVDs and books 2018 SageBrushers Art Society $3000 Goal with $1100 $500 Library furniture, annual campaign dedicated to project $300 Color printer $300 Flat screen tv, wall mount & DVD player Identify partner agencies which will collaborate to implement the proposed initiative: Phase one of this project included 2017 funding in the amount of $1300 from the Deschutes County Discretionary Grant program; $1500 from the Roundhouse Foundation, $2700 from private donations, and $500 from membership fees. Describe how County funds will be used to leverage other sources of funding to support the initiative: Phase three of this project will be the costliest. Deschutes County funds will be leveraged as a matching grant request to the Ford Foundation and the Oregon Community Foundation. Performance Measurement Identify quantifiable outputs anticipated to be achieved through the proposed initiative: Energy efficient windows will decrease building utilities; the facility's use will increase due to the senior and veteran populations outreach; because of the wider selection of available books/DVDs, the monthly number checked out will increase; the library will be used as a gathering place, increasing fellowship. identify the anticipated outcomes of the proposed initiative: According to a study published in the Journal of Aging Studies, six features of successful aging were identified: a sense of purpose, interactions with others, personal growth, self -acceptance, autonomy, and health. Creative activities, such as painting encourage a sense of competence, purpose and growth. Some of the proven benefits of engaging older adults in creative activities include: • The senior has a sense of choice and control, • There is a reduction of stress, fear, and anxiety, • Relationships are enriched and there is socialization rather than isolation, • Cognition is improved and attention is focused. Research has shown that the veteran population often has trouble verbalizing what they have been through. Engaging in creative activities also provides a form of nonverbal communication and expression. Our vision is to partner with veteran outreach organizations in Deschutes County, including mental health providers, and open our studio doors to provide veterans the opportunity to use art as therapy. As with seniors, proven benefits of engaging in creative activities leads to self-expression and self-discovery and nurtures a sense of Self and renewed self-esteem, and promotes relaxation and decreases disruptive behavior. Estimate financial impact to the local economy because of the proposed initiative: It is difficult to measure this project's financial impact to the local economy. All aspects of one's life can be positively influenced through the process of producing artwork: emotional, spiritual, physical and mental. Numerous research studies show the effectiveness of using art for stress and anxiety relief. SageBrushers' mission to support the arts in Central Oregon through classes, fellowship, a lending library, and a member studio and art gallery would lead to the conclusion, based on research, that a reduction of depression, mental health issues, heart related issues and general overall physical ailments would lessen. Due to a healthier population, it could be argued there would be less financial obligation to the community. INTERNAL REVENUE SERVICE P. O. BOX 2508 CINCINNATI, OR 45201 APR 09 2015 Date: SAGEBRUSHERS ART SOCIETY 117 SW ROOSEVELT BEND, OR 97702-0000 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 20-0673928 DLN: 26053423001115 Contact Person: CUSTOMER SERVICE ID# 31954 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: February 28 Form 990 -PF Required: Yes Effective Date of Exemption: January 21, 2015 Addendum Applies: Yes We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We determined you're a private foundation within the meaning of Section 509(a). Based on the information you submitted on your application, we approved your request for reinstatement under Section 7 of Revenue Procedure 2014-11. Your effective date of exemption, as listed at the top of this letter, is the submission date of your application. You're required to file Form 990 -PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation, annually, whether or not you have income or activity during the year. If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. if we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter n4221 -PF" in the search bar to view Publication 4221 -PF, Compliance Guide for 501(c)(3) Private Foundations, which describes your recordkeeping, reporting, and disclosure requirements. Letter 5437 -z- SAGEBRUSHERS ART SOCIETY S inc�erelY , ) Director, Exempt Organizations Letter 5437 Income Statement Income Statement SAGEBRUSHERS Reporting period: 2016-10-01 to 2017-09-26 Greated 2017-09-26 Revenue 117.05 Interest 0.98 Art Show - Senior Center 363.40 Art Show - Other 82.00 Art Show - Sagebrusher Gallery 353.00 Membership 6,565.50 Government Grants — Local 2,800.00 Government Lockers 705.00 Classes - Other 1,719.30 Donations 947.26 Fund Raising Individuals 2,700.00 Website Income 130.00 Space Rental donation 50.00 Lunch and Learn 245.00 Classes - David Kinker 770.00 Total Revenue 17,431.44 Cost of ••• • • Aceoiints w�. �... 0.00 Total Cost of Goods Sold Gross Profit 17,431.44 Operating Expenses Uncategorized Expense 117.05 Repairs and Maintenance 5,218.21 Utilities - Telephone 724.71 Insurance 947.43 Office Supplies 235.19 Postage & Delivery 64.76 Website 223.30 Utilities - Water 918.53 Utilities - Electrical 571.13 Utilities - Trash 142.20 Utilities - Gas 705.46 Advertising and Promotion 1,837.55 Bank Service Charges 125.00 Non-Profit Fees 58'99 Event & Entertainment 300.00 Total Operating Expenses 12,189.51 Net Profit 5,241.93 SageBrushers Art Society Project Budget Project cost: $4,100. Cost includes: $2000 - Preparation & installation of 2 windows $500 - Sun blocking blinds, $500 - DVDs and books $500 Library furniture, $300 Color printer $300 Flat screen tv, wall mount & DVD player SageBrushers Art Society 2017-18 Board of Directors President: Gretchen Blocker gretchenb2hg.q broadband.com 541-330-1430 Vice -President: Hazel Reeves hazelor@ bend broad ba Treasurer: Sue McLaughlin Sue.m@mhoxveen.com Secretary: Bette Butler butlerbdewitt gmail-com Facilities and Gallery Shows: Jennifer Ware-Kempcke .enniferware@rocketmaii.com Director at Large: Kathleen Riopelle Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: This cover sheet, signed and dated. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to itic] ithu(i dcschGitcs.orc no later than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: IDennis Schmidling Organization Name: Sisters Arts Association Address:P,p, Box 908 / 252 West Hood Avenue City: Sisters — I State: f Qregon Zip Code: 97759_ Telephone Number: 503-680-9480 Email Address: dennis@sistersartsassociation.org Certification: On behalf of the organization specified above, I certify the following: 1. All information included in this application is accurate. 2. I am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity- Signature: Print Name: Dennis Schmidling Title: Vice President / Treasurer Date: September 26, 2017 Deschutes County Arts and Culture Grants Program Questions: Organization 1. Describe the history of the organization, including the year the organization was established. Sisters Arts Association was established in 2015 to support the arts and artists in Sisters and adjacent unincorporated areas, broadly promoted by the Chamber of Commerce as "Sisters Country." Sisters Arts Association is supported by an active and annually renewing, non-voting membership. SAA provides members with a unified voice for the promotion and nurture of the arts. Our initiatives help to create a spirit of cooperation and fellowship among artists and businesses in the community. We are focused on strengthening arts here through community- wide events, education, public exhibits, and direct interactions with artists and those who love the arts. 2. State the organization's mission, goals, and programs or services provided. Our mission statement is "Committed to Enriching the Arts, Culture, and Community — Together." We actively promote Sisters as an arts destination for Deschutes County in Central Oregon. Our activities currently include a well publicized monthly 4th Friday Art Stroll, annual Open Studio Tours, arts education in the schools and library system, public art installations, as well as monthly updates to a lively and interactive website and social media. Our long-term goal is to establish Sisters as an Arts -Centric community on regional and national stages. 3. Describe the leadership and structure of the organization. Sisters Arts Association is an organization of volunteers and supporters of the arts, led by a dedicated volunteer board of seven members, plus three board advisors. All board members have extensive experience in visual and performing arts in addition to non-profit experience. We have several "membership" levels, including individual artist, gallery, supporting business, patron, and "other." We have purposefully established alliances with similar for -public -benefit organizations that include the Sisters Folk Festival, The Roundhouse Foundation, The Americana Project, and the Arts & Culture Alliance of Central Oregon. Program,_PrWe(A, or Activ% 1. Provide a title of the proposed initiative for which funds are being requested. Friday Art Stroll — Event Promotion. We are seeking funds to help support the costs of monthly advertising and promotion for our highly successful event. 2. Indicate the dollar amount requested for a grant. We are currently seeking $4,000.00 to match funds already committed to this ongoing monthly project. 3. Describe the goals and objectives of the proposed initiative. In less than three years, we have built the 4`h Friday Art Stroll from nothing to a monthly attendance between 350 and 500 participants. We regularly draw art lovers from all over Deschutes County. Participants contribute to our local economy though art sales, donations to fund-raising events, dining at local restaurants, and lodging in local hotels. Our primary goal for this initiative is to increase media exposure for this event throughout Deschutes County. We currently support a full page ad and editorial in the Nugget newspaper as well as press releases to the Bend Bulletin, The Source, Cascade A & E, as well as seasonal publications and guides. The monthly ad and editorial in the Nugget includes stories highlighting featured artists, performers and exhibits, along with a map showing the locations of all participating galleries. We would like to broaden our advertising base to include other media in Deschutes County as well. With 20 galleries in Sisters, we have a lot to share with the rest of Deschutes County residents and visitors. This initiative would include matching funds to help create an event identity flag that can be hung outside each of the participating galleries during the 4"' Friday Art Stroll. The flags will help visitors from other Deschutes County cities to easily identify galleries in the Arts District. 4. Identify the target population which will be served. This initiative supports artists, galleries, performers, restaurants and hotels in Sisters Country as well as art loving visitors from all over Deschutes County. 4`h Friday Art Strolls consistently draw between 350 to 500 participants every month. We have a monthly drawing that Art Stroll visitors enter to win a $100 gift certificate from a local restaurant, business, hotel or resort. We average 250 entries every month from visitors throughout Deschutes County. 5. Identify the geographic area(s) of Deschutes County which will benefit. The primary benefit will be to Sisters, but all areas of Deschutes County will benefit from this campaign. We regularly see visitors from Bend and Redmond; with occasional visitors from Sunriver and LaPine. By extending the reach of our advertising campaign, we hope to attract visitors from all areas Deschutes County. The art -centered assets available in Sisters represent a broad cultural benefit to the entire county. 6. Describe how the proposed initiative will positively impact the community and complement existing services currently provided by Deschutes County. The 4`h Friday Art Strolls are in their third year. They are highly successful, drawing visitors to Sisters from Bend, Redmond, Sunriver, etc. These visitors spend dollars in the community, not only supporting the arts through purchases, but also supporting local restaurants, gas stations, gift shops, grocery stores and hotels. 7. Describe in detail how the proposed initiative will be implemented. In addition to sustaining our current advertising and promotion efforts, we will increase advertising/promotion expenditures to include quarterly ad insertions and feature articles in the Bend Bulletin and Cascade A&E. We will add a monthly blog to our website and increase our broadcasts on social media like Facebook, Twitter and Instagram. We will also create a 4`h Friday Art Stroll Flag that will hang in front of each participating gallery to serve as a friendly way- finding system to help visitors identify gallery locations. We will use our Quick Draw gift certificate drawing to monitor the increased percentage of visitors from Deschutes County locations other than Sisters. Data gathered from the Quick Draw will help to build a direct email database for future email campaigns. 8. Describe specifically how the requested funds will be used. Two thirds of the $4000.00 grant request, approximately $2700.00 will be used for additional event advertising and one third, approximately $1,300.00 will be used to produce and install event banners at all participating 4`h Friday Art Stroll gallery locations. 9. Identify any partner agencies which will collaborate to implement the proposed initiative. Partner agencies include: • The Roundhouse Foundation, $500 annual grant • Sisters Chamber of Commerce — in-kind promotion • Sisters Folk Festival — music supported 4" Friday events throughout the year. 10. Describe how County funds will be used to leverage other sources of funding to support the proposed initiative. All requested Deschutes County funds will be matched — either by other public grants sources, or by event specific donations from our participating members, galleries, individual artists, and patrons of the arts. Performance Measurement 1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative (examples: number of persons in attendance and/or number of classes or events held). Initiative objectives include: • Increase of 25% in county wide attendance at 4`h Friday events • Increased inter -gallery traffic aided by event identity flags at participating galleries • Increase in non -art -related merchant support — who will extend open hours on 4`h Friday Art Strolls to participate in event visitor traffic We will be able to measure performance against these goals through visitor interviews at the participating galleries, entries in our Quick Draw, and interactive engagements with non -art - related businesses in Sisters. 2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and understanding of the arts or cultural topics). We anticipate the following: • Increase in county -wide awareness of the art and cultural resources in Sisters • Increase in 4" Friday event traffic • Increased exposure of individual artists to prospective audiences • Increased appreciation for the cultural contributions of art to rural communities 3. Estimate financial impact to the local economy as a result of the proposed initiative. We have made efforts in the past to quantify increases in gallery sales during the events, but are just now earning the confidence of the non -art -related commerce side of our community. We have become aware that 4`h Friday Art Strolls serve as an introduction to featured artists, performers, new exhibits, and fund -raiser -events. Most often, gallery sales increase immediately following the events, rather than during the events. Restaurants and hotels do see increased traffic on event evenings, as do other businesses that offer live music during and immediately following the 4' Friday events. We do plan to directly engage restaurant, tavern, hotel and supporting businesses on a monthly basis to help determine the economic value of 4`'' Friday events to the City of Sisters. Based on current knowledge, and observation of the 400 percent increase in businesses staying open for 4"' Fridays in the last 3 years, we are estimating a monthly impact on the community, during and immediately following these events, of somewhere between $35,000.00 to $60,000.00. We believe that this initiative will increase the economic impact between 15 and 20 percent over the next 12 months. In the last 2 years we have observed a substantial growth in the number of supporting businesses as our events grow in popularity. Our current plan to actively engage with key galleries and non -art -related support businesses over the next 12 months to better quantify the economic impact of 4`h Friday events in the future. Attachment A INTERNAL REVENUE SERVICE P. 0. BOX 2508 CINCINNATI, ON 45201 jUN122015 Date: SISTERS ARTS ASSOCIATION PO BOX 908 SISTERS, OR 97759-0000 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 47-3552895- DLN: 26053562002585 Contact Person: CUSTOMER SERVICE ID# 31954 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 509 (a) (2) _Form 990/990-EZ�99.0.-N Required: _ T Yes Effective Date of Exemption: March 30, 2015 Contribution Deductibility: Yes Addendum Applies: No We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC section 501(c)(3) are further classified as either public charities or private foundations. we determined you're a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter that you're required to file Form 990/990-EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990 -EZ) or electronic notice (Form 990-N, the e -Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter 114221 -PC" in the search bar to view Publication 4221 -PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Letter 5436 Attachment B Short Form OMB No. 150-1150 990 -EZ Return of Organization Exempt From Income Tax Form Under section 501(c), 527, or 4947(a 1) of the Internal Revenue Code 2015 (except private foundations) ► Do not enter social security numbers on this form as it may be made public. Department of the Treasury ► Information about Form 990 -EZ and Its instructions is at wwwJrs.gov1form990. . Internal Revenue Service- A For the 2015 calendar year, or tax year beginning , 2015, and ending , Check If applicable: C D Employerldentlficetlon number Address change ❑ 47-3552895 Name change SISTERS ARTS ASSOCIATION Telephone number PO BOX 908 E ElInitialreturn Sisters, OR 97759 Final ratum/terminated Amended return F Group Exemption Number ► ........... Application pending G Accounting Method: Q Cash ❑ Accrual Other (specify) ► H Check ► IN if the organization is not I Website: ► N/A required to attach Schedule B J Tax-exempt status (check only one) - ©501(cX3) n 501(c) ( ) (insert no.) []4947(aXl) or El 527(Form 440, 990 -EZ, or 990 PF). K Form of organization: X Corporation Trust AssociationEl Other L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total (Part II, column 1B) below) are $500,000 or more, file Form 990 instead of Form 990 -EZ ............... . ► $ 7,888. assets Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part 1) Check if the organization used Schedule O to respond to any question in this Part I ........... . . . .................1111........ X 1 Contributions, gifts, grants, and similar amounts received ............................................. 1 2 778 . 2 2 Program service revenue including government fees and contracts.. ...................... ...... _ 3 5,110. 3 Membership dues and assessments ............... . . . ......................1...................111... 4 4 Investment income................................................................................. 5a Gross amount from sale of assets other than inventory ... . .......... . ..... Sal b Less: cost or other basis and sales expenses ............................. I 5 b e Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ..................... . .......... . ... 5 c 6 Gaming and fundraising events R .. a Gross income from gaming (attach Schedule G if greater than $15,000)... 6 a E v b Gross income from fundraising events (not including$ of contributions E N from fundraising events reported on line 1) (attach Schedule G if the sum e of such gross income and contributions exceeds $15,000) ..... . ........... 6b c Less: direct expenses from gaming and fundraising events ................ I 6c d Net income or (loss) from gaming and fundraising events (add lines 6a and 6d 6b and subtract line 6c)................................................................ 7a Gross sales of inventory, less returns and allowances ..................... 7a b Less: cost of goods sold ................................................ 7 b c Gross profit or (loss) from sates of inventory (Subtract line 7b from line 7a) .......... . .... . ... . ........ 7c a 8 Other revenue (describe in Schedule O).............................................................. 9 7,888... 9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8.......... ................................ . . P. 10 Grants and similar amounts paid (list in Schedule 0)..... , . , 1......1 .............11...... , ............ 10 11 11 Benefits paid to or for members..................................................................... 12 _ E 12 Salaries, other compensation, and employee benefits ......... . ........... . . .......................... 13 5 10. x P13 Professional fees and other payments to Independent contractors ............. N 14 Occupancy, rent, utilities, and maintenance.......................................................... 15 1,018. E15 Printing, publications, postage, and shipping......................................................... chedule 0, 16 972. 16 Other expenses (describe in Schedule 0) ......................... . ......See... , . , , . , . 17 2,500. 17 Total expenses. Add lines 10 through 16......1-1.1 ... 11.1 ..................1111.... , ............ ► 18 Excess or (deficit) for the year (Subtract line 17 from line 9) ........................................... 18 5, 388 . 19 0. A N s 19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with end -of -year T E figure reported on prior year's return) ........................................ . .. . . ........ . .......... T 20 Other changes in net assets or fund balances (explain in Schedule 0) ................................. 20 21 5 388. 21 Net assets or fund balances at end of year. Combine lines 18 through 20.. . ... ........ . ......... . 1111 ► BAA For Paperwork Reduction Act Notice, see the separate instructions. Form 990 -EZ (2015) TEEA0803L 10/12/15 Form 990 -EZ (2015) SISTERS ARTS ASSOCIATION 47-3552895 Page 2 ` , I Balance Sheets (see the instructions for Part 11) :r ,6_ __...._:_s:...........r C. k. d,J- n 4...n--4 in .— nuoelinn in thic Part II List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated – see the instructions tora n Check if the organization used 5cnedule (a) Name and title (ABeginning of (B) End of year 221 5,388. 22 Cash, savings, and investments................................................... 23 23 Land and buildings............. ................. ........---------- ------ -------- 24 Other assets (describe in Schedule 0).. .. . ................................. – . I 1 1. 24 25 Total assets...................................................................... 0. 25 5,388. 0. 26 0. 26 Total liabilities (describe in Schedule 0) ....................................... . ... 27 Net assets or fund balances (line 27 of column (B) must agree with line 21).......... 6.127 5 388. MMM Statement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part Ill.. . ... ........ ®(Required Expenses for section 501 What is the organization's primary exempt purpose? See Schedule 0 (c)(3) and 501(c)(4) organizations; optional Describe the organization's program service accomplishments for each of, Ks Three lar est program services, as measured by expenses. In a clear and concise manner, describe the services pro, the number a# persons for o#hers.) benefited, and other relevant Information for each program title. 28 Enrichment---drts_in the communzt---------_ ---------------------------------------------------- ----— – � ) If this amount includes forei n rants, check here . .......... 26a 994. 29 --------------------- --------------------------------------------------- -------_..-------------------------------------- (Grants $ ) If this amount includes foreign grants, check here ...... . ........ 29a 30 --------------------- --------------------------------------------------- T---�-----------)-------------g–g___-------------- Grants If this amount includes forei n rants, check hero . 30a 31 Other program services (describe in Schedule 0) ....................................................... ► ❑ (Grants $ ) If this amount includes foreign grants, check here ..... I ......... 31 a ---------------------- 32 Total program service expenses (add lines 28a through 31a) .................... ................... . .... ► 32 1 994. List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated – see the instructions tora n Check if the organization used 5cnedule (a) Name and title v to respond to any question (b) Average hours per week devoted to position in tins ran iv. . (c) Reporiable cogpenation (Forms W 211099-M15C) (If not paid, eller •a) ............. ........ (d) Health bilnents, contributions to employee benofll plans, and deferred compensation . ........... . ... . (e) Estimated amount of other compensation Robert Burgess---------_ Chairman 1 0. 0. 0. Dennis_ - Schmidlinq __---_ Treasurer l 0 0. 0' --------------------- ---------------------- ---------------------- --------------------- --------------------- ---------------------- ---------------------- ---------------------- --------------------- - ------------------------------------------ ---------------------- BAAo « ,.„u, i -�� , Attachment C Sisters Arts Association 2017 Fiscal Budget & Actuals Unrestricted Cash Reserve on 01/01/2017 7052.86 2017 Income Category Budget Actual to Date Memberships 5000 3400 Individual Contributions 400 175 Earned Income (Ticket sales, fees for service, etc.) 0 0 Fundraising Benefits 175 190 Corporate/Business Contributions 2850 3295 Government Support 0 0 Foundation Support 500 500 Endowment Earnings 0 0 Events 225 185 Other 350 175 Totals 9500 7920 2017 Expense Category Budget Actualto Date 4th Friday Art Stroll Support 5200 3459.4 State Fee - Annual Report 50 50 Bank Fees 75 42 Office Expense 180 123.3 Database Management 200 100 Art District Signage 210 202 Domain Renewal 100 63.38 Constant Contact Fee - Email Marketing 200 168 Web Hosting 200 192 Misc Event Advertising 300 200 Tax Filing 350 275 P.O. Box Fee 125 94 Artist Studio Tour Event Promotion 1200 854.03 Board Training 275 199.72 Postage 125 73.25 Totals 8790 6096.08 Attachment D Sisters Arts Association 2017 Deschutes County Grant Initiative Budget Matching Grant Funds On Hand 2000 Pledged Funds Based On DCSA Grant 2000 Deschutes County Small Arts Grant 4000 Total Initiative Funds 8000 Anticipated Initiative Expenses Budget Regional Media - Ad Expense 4500 Event Identity Flags 2400 Additional Event Database Management 800 Reserves 300 Total Initiative Expenses 8000 Attachment: E. Sisters Arts Association Directors and Advisors We are a small, highly focused, action oriented board with professional backgrounds in a variety of fields. What brings us together is a shared vision for our association, galleries, artists, culture and community. Bob Burgess President Phone: 425-443-8233 Bob has been an executive level organizational development consultant for more than 30 years. He focuses on helping organizations, teams, and individuals move through change and cultural transition. He works extensively in the areas of managing organizational change and transition, executive coaching, leadership, management development, and team building. He helps organizations to develop and implement a systems approach to building company cultures, focusing on strategic direction, process improvement, leadership, and teamwork. Bob helps his clients clarify direction, and identify and remove barriers that prevent them from maximizing performance. Bob holds an MBA from the University of Puget Sound and a bachelor of arts from the University of Oregon. He has extensive post- graduate education in professional and organizational development. Dennis Schmidling Vice President and Treasurer Phone: 541-549-9552 Dennis began his career as a professor of literature, theater, and creative writing. From there, he went on to professional theater, writing, and photography, working with major publishers, and creating fine art landscape photography with Ansel Adams and a host of other mentors. He eventually settled into corporate graphic design and marketing communications. After earning an MBA in marketing communications and strategic planning, he moved on to leadership roles with two Fortune 50 companies and a position as senior principal with an international design and marketing communications firm. He's traveled full circle; he is again concentrating on writing and fine art landscape photography. Dennis co -manages Sisters Gallery and Frame Shop, and works on custom fine art framing, photo and art restoration and printing, and creative business consulting. He serves on a number of boards, including as president of Friends of William Stafford, and member of the Deschutes County Historic landmarks Commission. Helen Schmidling Secretary Phone: 541-549-9552 Helen grew up in New York's beautiful Adirondack Mountains, where she learned to love the outdoors. She earned degrees in English and Theater, and worked as a writer, photographer, and editor at a daily newspaper in Plattsburgh, New York, before moving equally beautiful Oregon in 1995. She has continued to write and edit, including freelancing and working in marketing communication with her husband, Dennis. For many years, she was the education editor for Banfield Pet Hospital in Portland. She has volunteered as secretary and newsletter editor for the Friends of William Stafford, chaired the Banfield Charitable Trust grant review committee, and participated in the Ford Family Foundation Leadership Cohort III in Sisters. She co -manages the Sisters Gallery and Frame Shop, where she designs custom framing and coordinates the gallery of artists. She loves to read and knit, and walk with her dog, Logan. Helen has been active in the Sisters High Desert Chorale and local book and writing groups. She and Dennis moved from Lake Oswego to Sisters in 2010. Kelley Salber Membership Phone: 971-570-6811 Kelley was born in Billings, Montana, where her passion for texture and color and miniature things developed at an early age. She spent most of her life expressing herself through watercolor, collage and found object sculpture. Her propensity is toward 3-D, so when she was introduced to the idea of the book as art, she found it fit her contemplative personality and her hands-on, "let's build it" approach. She loves to experiment with the book as a sculptural form. Using texture and color, she imaginatively alters old books and boxes to form miniature worlds. Kelley also creates new blank journals out of old books. She delights in inventing her own books. She has an unsurpassed eye for detail and narrative. Kelley holds a bachelor of science degree from Montana State University and is a self-taught artist with continuing education through classes and workshops. Kelley lives in Bend with her family. Her work can be found in Hood Avenue Art Gallery in Sisters. She is also an artist member of Atelier 6000 in Bend and a resident artist of The Wilds Bend. Ashley Okura Education Phone: 541-390-5758 Ashley was born and raised in Sisters, and after traveling the globe, is grateful to call Sisters home. Her late mother was an artist, and inspired her love of art. Ashley graduated from the Art Institute of Portland with a bachelor of science in interior design. She worked as an interior designer for Steele Associates Architects, LLC in Bend for five years before pursuing an Oregon license as a tattoo artist. She established Outlaw Tattoo, Sisters' first and only tattoo shop, in 2009. She owns Sisters Saloon and Ranch Grill with her husband Aaron Okura, opened April 1, 2016. Aaron manages the restaurant and Ashley used designed the restoration of the 105 -year-old building. She is a co-owner of Cold Springs Commercial, a family owned and operated commercial real estate company. She also co-owns the Best Western Ponderosa Lodge in Sisters with her two siblings. When not tattooing or performing various tenant improvements, she enjoys painting, pen and ink. charcoal drawing, photography, shooting guns, listening to classical music, partaking of the scenic beauty of Central Oregon, traveling, and spending quality time with her loved ones. In the near future, Ashley and Aaron look forward to having a family of their own. Ashley contributes to Sisters, through volunteering and her involvement with Sisters Arts Association. Peggy Frye Marketing Phone: 218-310-6203 After college, Peggy began her corporate career, working her way through the ranks of Verizon, from customer service to national accounts manager, responsible for 19 Northwest Best Buy and Wal-Mart locations. This work was challenging and taught her a lot about marketing and employee management, but did not fulfill her desire to do something more meaningful with her talents. So she left the corporate world and purchased a small business in Sisters. In 2012, she became general manager of a jewelry arts gallery. Learning a new industry while managing two retail locations and a production studio enabled Peggy to blend her business management and marketing experience with her love of art. This inspired her to be a part of advancing the arts in Sisters, lending her skills to the Sisters Arts Association. Michelle Deaderick Events Phone: 541-350-2732 Michelle came to Sisters in 1978, enrolled in Central Oregon Community College, and start taking ceramic classes. She's always loved the texture and curves on the pieces she creates. Her constant efforts to refine her work result in innovative designs in clay figures and pottery. She tests boundaries, looking for creative ways to combine clay with wood, stone and glass. She works to make Sisters a better place to live. She has organized art events for schools and charities, including Circle of Friends, a mentoring organization; and Ten Friends, which works with the education system in Nepal. Married in 1982 to another potter named Mitch, they own Pottery by Mitch. They work with the schools to bring pottery students to their studio to work and experience what it's like to be a working potter. Both have received the Folk Art Award from My Two Hands. For the last three years, they have been partners in the Hood Avenue Art Gallery in Sisters. As a board member of the Sisters Arts Association, she coordinated the first Artist Studio Tour. Her work ethic and caring about our community continues to enhance the lives of others. ADVISORS TO THE BOARD Kit Stafford: Artist, Dancer, Poet and Educator. Judd Smith: Owner of InterVising, helping companies measure advertising strategies. La Rita Chapman: Owner of Raven Makes Gallery, Sisters' own gallery of indigenous art, and former teacher on reservations in Alaska and New Mexico. Deschutes County Arts & Culture Grant Program 2017-18 Application Submittal Instructions and Cover Sheet A complete application will consist of the following: 1. This cover sheet, signed and dated. 2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages. 3. Attachments: a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the Internal Revenue Service (IRS). b. The first two pages of the organization's most recently submitted IRS 990 or 990 EZ form or, if the organization is not required to file either form with the IRS, a financial statement that provides equivalent information concerning activities and governance, revenue, expenses, and net assets or fund balances. c. An operating budget for the organization as a whole. d. An operating budget for the proposed operations, program, project, or activity. e. A roster of the organization's Board of Directors. Submit the complete application electronically to no tater than 5:00 p.m. on September 27, 2017. Incomplete and/or late applications will not be reviewed or considered. Please complete the following: Contact Name: ( Pamela Beezley Organization Name: SunriverMusic Festival Address: P.O. Box 4308 City: Sunriver— I State: OR Zip Code: 97707 Telephone Number: 541-593-1084 Email Address: pam@sunrivermusic.org Certification: On behalf of the organization specified above, I certify the following: I . All information included in this application is accurate. 2. I am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designate( 1(c)(3) tax -ex, ipt entity. Signature:.,--, Print Name: Pam a ke-,e Z-1 e y Title: Executive Director Date: 09/25/2017 Deschutes County Arts & Culture Grant Program 2017 - 2018 Application Submitted by: Sunriver Music Festival ORGANIZATION Sunriver Music Festival E1stM The Sunriver Music Festival is entering its 41St season! Since its inception in 1977, the Festival has provided world class music to Central Oregon audiences. Every August, a group of 50 top-flight soloists and orchestra musicians arrive in Central Oregon from around the U.S. to perform in the Festival's two-week series of classical and Pops concerts. The Festival Orchestra musicians are drawn from prestigious orchestras throughout the U.S. The Sunriver Music Festival has an established reputation for presenting top quality musical performances throughout the year in both Sunriver and Bend. While the summer festival is the Festival's primary business, the Fireside Concert series that runs from November - April each year has proven to be very popular and lucrative events for the Festival, attracting a high percentage of new patrons from out of town. In the 2016 - 2017 season, the Fireside Concerts attracted between 43%- 50% New Patrons to each of these concerts. Mission Statement & Purpose The Festiva) s fiscal year is from October 1, 2017 - September 30, 2018. In 1977, the Sunriver Music Festival established a mission statement: P To present world-class quality performances of classical music in the cultural interest of the community; JJ To support and grow music education programs for the youth of Central Oregon. The Festival achieves its mission statement through a two-week long summer celebration of classical music, Fireside Concerts during the year, ongoing music education programs in the schools and the successful Young Artists Scholarship (YAS) Program. Over the past 21 years, the YAS Program has awarded over $450,000 to 135 music students. Music education programs include; educational performances, workshops, musical instrument purchases and artist -in -residence programs held in the South Deschutes County schools. Leadership and Organization Structure The Festival is governed by an active 21 member Board of Trustees that are elected for a 3 year term and meet 10 times a year to monitor the fiscal health of the organization, establish policy and oversee operations. The Board is responsible for the hiring and managing the Executive Director. The Exec Director, a Production Manager and a Ticket Office Manager are responsible for managing the office, the fundraising and the events. The Festival's Board and staff strongly believe that music is critical to the culture of our society. This is a "working board". They manage fundraisers, organize endowment campaigns, attend concerts and fundraisers, host orchestra members and secure concert sponsors. The staff, Board and volunteers all live in Bend or Sunriver full-time or part-time. They understand the communities where they live and work and have a vast network of friends, partnerships and associates. Four Festival Board members, who are also accomplished musicians, serve as the Piano Showcase Committee along with the Executive Director and Production Manager. PROGRAM — Piano Showcase on March 16 — 17, 2018 The Sunriver Music Festival is requesting $5,000 to directly support the 2nd Annual Piano Showcase. The Sunriver Music Festival is teaming up with the Tower Theatre to present the 2nd Annual Piano Showcase on March 16-17,2018 at the Tower Theatre in downtown Bend. The showcase will feature acclaimed pianists performing on two Steinway grand pianos over two days of performances, masterclasses, workshops, recitals and panel discussions. Stylistically, Classical, Jazz and Boogie-Woogie genres will be performed with strong emphasis on the variety of virtuosity this instrument provides and collaboration between the artists. The two days will include two concerts, each with different programming. The second concert was full of collaboration between the classical, jazz and boogie-woogie styles. There are four highly talented artists who are both performers and educators. They all have wonderful stage presence to engage with the patrons during the concerts and workshops. Marketing and promotion will be key to the successful growth of this event. The Piano Showcase ticket sales will begin November 1, 2017. Promotion will begin in October with the Music Teachers Associations and College Music Departments. The Festival will include the Piano Showcase basic information in all advertising through the fall and winter. Ticket sales will be regularly tracked through the Festival's and the Tower Theatre's ticketing systems. Marketing will be adjusted and increased in February and March 2018 if tickets sales are weak. While the first Piano Showcase attracted a number of local music lovers of all ages, this event also attracts tourists to Bend who book lodging, eat at Bend's restaurants, shop at Bend's retail outlets, enjoy the beautiful recreational amenities, and visit other cultural sites. The Piano Showcase is a unique offering for local music lovers and many piano festival followers who will travel to Bend to enjoy the top quality music in one of Oregon's favorite tourist destinations. In 2017, 16% of the concert patrons were visitors. A number of music students attended the Piano Showcase during its first year. As this event gains awareness through effective marketing and promotion, the goal is to increase overall ticket sales and increase the percentage of visitors who come to Bend. The Sunriver Music Festival is committed to presenting world-class musical experiences for Central Oregon residents and visitors. The Piano Showcase will foster growth in the cultural awareness of Bend as a place for premier quality performances. In 2017, two of the Piano Showcase Artists performed for the entire student body at Three Rivers School and La Pine Middle School. These schools are amongst the highest levels of poverty in the Bend La Pine School District. The Festival is committed to supporting music education in these schools. Bringing artists of this caliber to perform for these students is important to their overall educational experience. MEASUREABLE OUTCOMES The Sunriver Music Festival has a long history of presenting world class pianists. Each August, during the summer festival, the Festival presents world-class pianists to perform a Piano Concerto with the Festival Orchestra and separately in a Solo Piano Concert. These two Piano Concerts attract a number of OUT OF TOWN VISITORS: In 2015 4 23% of the Solo Piano Concert audience & 26% of the Piano Concerto audience In 2016 -> 26% of the Solo Piano Concert audience & 24% of the Piano Concerto audience There is proven potential for growing the number of visitors to the Piano Showcase from 16% to 25% based on the Festival's history with presenting piano concerts during the summer. The Sunriver Music Festival is requesting a $5,000 Deschutes County Arts and Culture Grant. This funding will directly support the planning, preparation and promotion of this unique cultural event in downtown Bend in March 2018. The Tower Theatre holds 400. There will be two evening performances on Friday and Saturday, March 16 and 17 and the educational programs during the day on March 17. Attendance Estimates Estimated @ March 16 Concert = 300 Estimated @ March I7 Concert = 300 Estimated @ March 17 Workshops = 50 There will be some overlap of attendees between these events. Based on the Festival's historical statistics on Out of Town Visitors in attendance at the summer festival's Piano Concerts, approx. 25% of the concert patrons are visitors. Of the estimated 500 total patrons attending all three events X 25% = 125 Out of Town Visitors • The Festival will secure a lodging partner to offer a special Piano Showcase discount. • In 2017, seven downtown restaurants offered Piano Showcase lunch and dinner discounts. This will be offered again in 2018. • The Festival will collaborate with College Music Departments and Music Teacher Associations to create ticket packages with incentives to come and stay in Bend. • The Festival will collaborate with Central Oregon organizations / businesses to offer ticket packages. This could include discounts or benefits for Mt Bachelor ski passes, Tower Theatre members, Sunriver Music Festival members, and other arts & culture members. (ie museums, theaters, performing arts, etc) Internal Revenue Service District Director Date: MAY 2 0 I318 Sunriver Music Festival, Inc. P. 0. Box 4308 Sunriver, OR 97707-1308 Dear Sir or Madam: This letter is in response to organization's determination the copy you requested. Department of the Treasury P. O. Box 2508 Cincinnati, OH 45201 Person to contact: Gordon Schnur Telephone Number: 513-241-5199 Fax Number: 513-684-5936 Federal Identification Number: 93-0736403 your request for a copy of your letter. This letter will take the place of Our records indicate that a determination letter issued in June 1979 granted your organization exemption from federal income tax under section 501(c)(3) of the Internal Revenue Code. That letter is still in effect. Based on information subsequently submitted, we classified your organization as one that is not a private foundation within, the meaning of section 509(a) of the Code because it is an organization described in section 509(a)(1) and 170(b)(1)(A)(vi). This classification was based on the assumption that your organization's operations would continue as stated in the application. If your organization's sources of support, or its character, method of operations, or purposes have changed, please let us know so we can consider the effect of the change on the exempt status and foundation status of your organization. Your organization is required to file Form 990, Return of Organization Exempt from Income Tax, only if its gross receipts each year are normally more than $25,000. If a return is required, it must be filed by the 15th day of the fifth month after the end of the ofganization's annual accounting period. The law imposes a penalty of $20 a day, up to a maximum of $10,000, when a return is filed late, unless there is reasonable cause for the delay. All -exempt organizations (unless specifically excluded) are liable for taxes under the Federal Insurance Contributions Act (social security taxes) on remuneration of $100 or more paid to each employee during a calendar year. Your organization is not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Organizations that are not private foundations are not subject to the excise taxes under Chapter 42 of the Code. However, these organizations are not automatically exempt from other federal excise taxes. -2 - Sunriver Music Festival, Inc. 93-0736403 Donors may deduct contributions to your organization as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to your organization or for its use are deductible for federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Your organization is not required to file federal income tax returns unless it is subject to the tax on unrelated business income under section 511 of the Code. If your organization is subject to this tax, it must file an income tax return on the Form 990-T, Exempt Organization Business Income Tax Return. In this letter, we are not determining whether any of your organization's present or proposed activities are unrelated trade or business as defined in section 513 of the Code. Because this letter could help resolve any questions about your organization's exempt status and foundation status, you should keep it with the organization's permanent records. Please direct any questions to the person identified in the letterhead above. This letter affirms your organization's exempt status. Sincerely, tZ C. As] ey Bullard District Director Form 990 1 Briefly describe the organization's mission or most significant activities: THE MISSION STATEMENT OF THE SUNRIVER_ E Return of Organization Exempt From Income Tax y w4 Under section 501(c), $27, or 4947(a)(1) of the internal Revenue Code (except private foundations) nepmtment of the treasury Internal Revenue serv,ce ' Do not enter social security numbers on this form as it may be made public. Information about Form 990 and its instructions is at www.frs.gov/rorm990. OMB No, 1545-0047 2015 A For the 2015 calendar year, or tax year beginning 10/01 2015, and ending 9/30 2016 B Check if applicable! C D Employer identification number Address flange SUNRIVER MUSIC FESTIVAL 93-0736403 Name change P.O. BOX 4308 E Telephone number Initial return SUNRIVER, OR 97707-1308 591-593-1084 Fina'' relum/terminated Amended return G Gross rcce,pis $ 601 776 Application pending F Name and address of principal officer; H(e) Is this a group return for sutwrdinntr.y+ yas X No SAME AS C ABOVE H(b) Are all subordinates included? Yes No I"No,' attach a list. (see instructions) Tax-exempt status X 501(c)(3) 501(c) ( ) � (insert no.) 4947(ai(1) or 527 J Website: • WWW, SUNRIVERMUSIC.ORG H(c) Groep exemptio, number K Form of organization: X Corporation I Trust I I Association Other L Year of formaeon: 1977 ill Slatr, or legal domicile ORPart) Summary - _— I mart u i Slynature tsiock under penalfes of perjury. 1 declive first I have examined this retum, Inctudrng accompanying schedules and stnlements, and to the best of my knowledge and belief, it is tree, correct, and con 180te Deobr3Gon of prapar lhor than officer) Is based on all information of which preparer has any knowfadgo. Sign Bion fe or onrcy/eqa V Dain Here ' EXECUTIVE DIRECTOR -type or pnnt name and title. - -»•—..."`" Anniirype preparer's name Preparer's signature Date Check X ,f PTIN Paid LISA IHANDER LISA IHANDER a(see-employed P00051002 Preparer Firms name "LISA J IHANDER CPA LLC Use Only Firm'saddress ' 131 NW HAWTHORNE AVE STE 106 Firm'sEIN► 46-4634938 BEND OR 97703 Phoneno 541-633-7690 May the IRS discuss this return with the preparer shown above? (see instructions) X Yes No BAA For Paperwork Reduction Act Notice, see the separate Instructions, TEFA01 tat 10,`12115 Form 990 (2015) 1 Briefly describe the organization's mission or most significant activities: THE MISSION STATEMENT OF THE SUNRIVER_ E MUSIC FESTIVAL IS_TO_PRESENT QUALITY PERFORMANCES_�F_CLASSICAL MUSIC IN THE _ _ _ CU_L_TURAL INTER — T_0_F_M COMMUNITY AND EDUCATIONAL_ PROGRAMS FOR THE_ YOUTH OF_ _ y w4 _CE_N_T_RA_L__OR_E_GON_.__ _ __ ---- 2 Check this box ► if the organization discontinued its operations or disposed of more than 25% of its net assets, 3 Number of voting members of the governing body (Part VI, line 1a) 3 26 Number of independent voting members of the governing body (Part VI, line ib) 4 2� 5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) 53 6 Total number of volunteers (estimate if necessary)... ... .. .... s 200 7a Total unrelated business revenue from Part VIII, column (C), line 12 7a 0. v b Net unrelated business taxable income from Form 991 line 34.. 7b 0. Prior Year _ Current Year m Z > 8 Contributions and grants (Part VIII, line i h)... - ... 9 Program service revenue (Part VIII, line 2g) 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d).. 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) _ 320, 876 _ 317,718. 94,153. 112,002. —12 790. 271802. 95,369. 109 970. 12 Total revenue — add lines 8 through 11 (must equal Part VIII, column (A), line 12) 497 608. 567,492. 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 14 Benefits paid to or for members (Part IX, column (A), line 4) . .. , .. ... . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 1 LQf 893. 120,7 11 . q 164 Professional fundraising fees (Part IX, column (A), line 11 e) b Total fundraising expenses (Part IX, column (D), line 25) ► 560. 17 Other expenses (Part IX, column (A), lines 11a-11 d, 11f -24e) ... 320, 437. 348, 4_28. 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 431,_330. 469,142. 19 Revenue less expenses. Subtract line 18 from line 12 66, 278. 98,350. Beginning of Current Year End of Year m 20 Total assets (Part X, line 16) . 613, 086. 715, 334 . z� 21 Total liabilities (Part X, line 26).. 22 Net assets or fund balances. Subtract line 21 from line 20 _____LE613,086.j 715 334._ I mart u i Slynature tsiock under penalfes of perjury. 1 declive first I have examined this retum, Inctudrng accompanying schedules and stnlements, and to the best of my knowledge and belief, it is tree, correct, and con 180te Deobr3Gon of prapar lhor than officer) Is based on all information of which preparer has any knowfadgo. Sign Bion fe or onrcy/eqa V Dain Here ' EXECUTIVE DIRECTOR -type or pnnt name and title. - -»•—..."`" Anniirype preparer's name Preparer's signature Date Check X ,f PTIN Paid LISA IHANDER LISA IHANDER a(see-employed P00051002 Preparer Firms name "LISA J IHANDER CPA LLC Use Only Firm'saddress ' 131 NW HAWTHORNE AVE STE 106 Firm'sEIN► 46-4634938 BEND OR 97703 Phoneno 541-633-7690 May the IRS discuss this return with the preparer shown above? (see instructions) X Yes No BAA For Paperwork Reduction Act Notice, see the separate Instructions, TEFA01 tat 10,`12115 Form 990 (2015) Form 990 (2015) SUNRIVER MUSIC FESTIVAL 93-0736403 Page 2 a tatement o rogram ervtee ccomp is ments Check if Schedule O contains a response or note to any line ,n this Part III 1 Briefly describe the organization's mission: _TH_E MISSION_ STATEMENT OF THE SUNRI_V_E_R MUSIC FESTIVAL IS TO PRESENT QUALITY _ _ _ _ PE_R_FORM_A_NCES OF CLASSICAL MUSIC IN THE CULTURAL INTE-- ---F _THE COMMUNITY AN_D_ _ _ _ EDUCATIONAL PROGRAMS -FOR THE YOUTH OF -CENTRAL-© - - - -- - - _ - - _ _ _ -- - - - - - - - - - - - - - - - Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990 -EZ? ............ . .. Yes QX No If 'Yes,' describe these new services on Schedule 0. Did the organization cease conducting, or make significant changes in how it conducts, any program services? Yes 0 No If 'Yes,' describe these changes on Schedule 0. Describe the organization's program service accomplishments for each of its three largest program services, as measuredby expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code: ) (Expenses $ 315, 331, including grants of $ ) (Revenue $ ) ONE _FU_L_L_T_IME_E_XEC_U_TIVE_ DIRECTOR, ONE FULL TIME EMPLOYEE, -ONE-PART TIME _EMP_LOYEE, -50-- MUSICIANS f- MUSICAL DIRECTOR- SOLOISTS AND APPROX- - - -VOLUNTEERS-PRESENTED - -CONCERTS--- - IN AUGUST AND 4 OTHER PROGRAMS THROUGHOUT -THE YEAR._ THE_ OR_G_ANI_ZATION ALSO PROVIDED _MS_I_C EDUCATION _PR_0_GRAMS IN THE PUBLIC_ SCHOOLS THROUGHOUT THE YEAR � - IN ADDITION, ------ 5 MUSICAL STUDENT SCHOLARSHIPS IN THE AMOUNT OF -$38,000 -WERE AWARDED DURING THEFISCAL YEAR ENDED 9/30/16____---__- -._._ w4b (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) -- _ -------------- -------------�--- -_-_..-__--------_-------------------------------.._._-_-_- --------- ------------------ - _.------------ -------- - - - - -- --- ---- - - 4c (Code: ) (Expenses $ including grants of $ Revenue $ ) _____--- --- _----------------------------------------------------------- - ---_---_.------------------------------------- - - - ---�----- 4d Other program services. (Describe in Schedule 0.) (Expenses $ including grants of $ ) (Revenue $ ) 4e Total program service expenses ► 315 331. BAA TEE40102L 10112115Farm 990 (?.075) D Sunriver Music Festival - FY2017 Approved FY 2017 Budget FESTIVAL GENERAL OPERATIONS: Approved Income: FY 2017 Budget Ticket Sales: 102,000 Program Ads & Product Sales 4,550 Contributed Income: 165,200 Fundraising Events: 53,700 TOTAL INCOME 325,450 Expense: Artistic Personnel: 123,640 Production: 26,550 Marketing & Fundraising: 23,560 Office & Admin: 140,829 Community Outreach 11,550 TOTAL EXPENSES 326,129 NET OPERATING INCOME(LOSS) (6 9/27/17 EXPENSES Description Amount Personnel 4 Musicians @ $2,500 each $10,000 Contracted Services Tower Staff $2,135 Piano Movers $1,200 Piano Tuner $500 Graphic Designer & Print Shop $500 Space/Venue Rental Tower Theatre - 2 days $1,900 Travel & Lodging Hotel for 4 Artists for 3 Nights $2,160 Meals for Artists $300 Marketing/Outreach Direct Mail to College Music Depts $12,255 Direct Mail to Music Teacher Assoc in WA, OR and Northern CA Rack Cards - create & print Posters - create & print Print Advertising - local & statewide Social Media Advertising Radio Ads - local & statewide TV Ads - local & statewide Email, website, media releases Other expenses Piano Showcase Program Guide $800 Tickets & Full Passes Continental Breakfast during event $400 Closing Night Reception $1,100 A: TOTAL EXPENSES $33,250 REVENUE Source Amount Sales or Admissions Ticket Sales - Full Passes & Concert Tickets $16,250 Contracted Services Corporate Support Sponsorships 4 Sponsors @ $500 each $2,000 Foundation Support Private Support Local Government Support Other government support Applicant Cash Grant Award Bend Cultural Tourism Fund $10,000 ARTS & CULTURE GRANT REQUEST $5,000 B: TOTAL REVENUE $33,250 2017 Sunriver Music Festival Board of Trustees Last Name First Name Affiliation Angell Ron Attorney, retired; Humboldt Bank Foundin Director Bennin ton Gene Bennington Properties, owner Bischof jodie MJY Pres., Piano Instructor Blackburn Heat er Sunriver Music Festival Orchestra - Musician Board Re Bull Bergen lAttorney, H ster Corp., retired Carver Ron OB G n Physician, retired Cushner Wendy Sunriver Music Festival Orchestra - Musician Board Re Gustayson Peter Healthcare Industry Consultant Hansc ka Ezma Educator, cellist Inman Susan Actress, sin er, teacher Kin on Fred Financial Management Larson Ben IChurch Worship Minister, musician, composer Maina jean Vice President of Travel Service Company, retired McCormick Jim Randik Faper Distribution, owner, retired McDonnell Jack erospace Engineer at Boeing, retired McMahan Sue We er auser Legal Secty, retired Murphy MaI Attorney: Administrative & Environmental Law, retired Sea Tom Sunriver Resort, Managing Director Ruder Phillip p Concertmaster oft the Reno Symphony & Sunriver Music Festival, retired Tank Rosalie CPA and Artists Repertory Th eatre Manager, retired a for Bill Supreme Abrasives, CEO Thomas Carol HK15'feacher-Hona Kong, retired Thompson Clyde Professor of Music, CO Mastersin ers Music Director Walter Doug Sunriver Music Festival Orchestra - Musician Board Re 2017 Officers President: Mal'Murphy Vice President: Phillip Ruder Treasurer: Jack McDonnell Recording Secretary: Jan Bull Past President: Bergen Bull Corporate Secretary: Bill Taylor Contact Name: Jodie Barram Organization Name: Tower Theatre Foundation Address: PO Box 1378 City: Bend State: Oregon Zip Code: 97709 - 1378 Telephone Number: 541- 323 - 9155 Email Address: iodie aAtowertheatre.org Certification: On behalf of the organization specified above, I certify the following: 1. All information included in this application is accurate. 2. 1 am authorized by the governing board to submit this grant application. 3. This organization is located in Deschutes County. 4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only. 5. This organization is in good standing with the U.S. Internal Revenue Service and is currently designated as a 501(c)(3) tax-exempt entity. Signature: Print Name: Jodie Barram Title: Fundraising Manager Date: September 27, 2017 Tower Theatre Foundation Application Sept 2017 Organization The Tower Theatre Foundation owns and manages the iconic, historic Tower Theatre, built in 1940. Often referred to as Bend's living room, the Tower is a leader in presenting live performances that connect families, friends, and strangers. The Foundation was established in 1997 when the city of Bend offered the community the opportunity to save the Tower venue. After extensive refurbishing and expansion, the Tower re -opened in January 2004. The venue welcomes community members to an extensive variety of events about 200 days every year. Events are generally evenly split between Tower presented, non-profit rentals (25% discount) and commercial rentals. Most events are live musical performances. Other event types include films, comedy, lectures, and conferences. Building on steady growth since 2009, the number of patrons enjoying an event at the Tower Theatre has remained stable the past two seasons at just over 60,000. In 2016/17, revenue continued a 6 year growth trend with another 23% increase to $1,698,363. And, in the 6th season of LessonPLAN (performing live arts now), the Tower inspired 5,148 students, bringing students to the venue for performances & taking performances to the schools. Our Mission: To be Central Oregon's leading performing arts organization, providing cultural and educational programs that make essential contributions to the region's lifestyle and strength of community. The following 4 goal areas, established in 2013, are utilized each year in setting annual objectives for the organization. 1. Organizational Excellence: Develop efficient, robust and thoughtful processes and infrastructure that provide a stable platform for growth and expansion into the future. A strong financial model, including policies and procedures, minimizes risk. Compensation and support for staff builds employee morale and satisfaction. The Board of Directors offers clear, strategic, documented direction. 2. Educational offering: Teach the community about the performing arts and utilizing performing arts as an educational medium. Programming diversity provides opportunities for the community to learn about the world beyond Central Oregon. Students, teachers and families are offered exposure to performing arts through discounted programming and educational outreach efforts. Education is utilized as audience development. 3. Community Satisfaction: Build loyalty and create "net promoters" for the Tower Theatre Foundation. With sponsors, donors, members, venue clients, patrons, and volunteers, we will connect with positive experiences, cultivate through rewarding involvement, retain with sincere appreciation, and exceed expectations. 4. Cultural Leadership: Create a vibrant and strong local performing arts culture. Provide leadership on regional strategies through collaboration with others and offer support and mentoring to selected partners. Ray Solley has been executive director for almost 9 years. Ray has over 30 years of experience in the arts ranging from time as the executive director of the Torrance Cultural Arts Center Foundation to the primary agent responsible for sales of programs to cable networks for the Tower Theatre Foundation Application Sept 2017 William Morris Agency to a talent coordinator for The Tonight Show. Before moving to Los Angeles, Ray won an Emmy for his work developing and producing the series that re -defined the way a generation learned about movies: Sneak Previews with Gene Siskel and Roger Ebert. As well as the Tower board, Ray serves as the vice-president of the Arts NW board. Arts Northwest helps facilitate the communications and booking interactions between artists, their representatives and presenters across the NW. The majority of full time staff members have 10 plus years of experience with the Tower. The staff is a professional, highly dedicated team. There are currently 14 members of the board of directors. From age 40 -something to 70-ish, from the start of a career to well-deserved retirement, with years of performing arts experience to theatre "first timers," our Board members bring diverse sets of skills and interests to managing the Tower Foundation. Alison Hamm has served on the board for the past six years and as chair the last three. Alison's experience in organizational development has been extremely relevant as the Foundation has grown rapidly in scale and scope. Program, Project, or Activity: LessonPLAN We are requesting $5,000 to support the 2017/18 offerings and future development of LessonPLAN (Performing Live Arts Now), the Tower's award-winning program bringing students to the theatre and taking performers into schools. In the first six seasons, almost 22,895 Pre -K through 12th grade students were reached in Bend -La Pine, Crook County, Culver, Jefferson County, Redmond, and Sisters school districts. The goal for reaching students for 2017/18 is the 5,500 participants. The current schedule includes: 8 visiting artist events, one local production partnership with schools, an intense 3 day audition workshop, a 3 day a cappella festival, and a public family show in Prineville. Events will take place at the historic Tower Theatre in downtown Bend, Oregon and in area schools. Within Deschutes County, events are scheduled in and with La Pine, Bend, Sisters, and Redmond schools. Public, private and home schooled students ranging from K -12th grade are scheduled to participate. LessonPLAN mission: LessonPLAN, the Tower Theatre Foundation's educational outreach program, seeks to enrich students throughout Central Oregon with the transformative experience of the performing arts. The board and staff have adopted the following goals for LessonPLAN: • At the Tower and throughout the region, we will offer relevant and powerful performing arts programming to diverse student audiences of all ages. • We will provide resources to schools and staff to help them effectively integrate the arts into other core educational content. • In partnership with other arts organizations, we will cultivate a new generation of audiences for live performances. • We will use the arts as a way to build community across generations, geographical areas and life experiences. And, the following 1-2 year priorities: • Develop a repeatable program that ties to a specific grade level and curriculum topic. Resource and timeline plan in place by end of January 2018. • Maintain number of students reached and format of past LessonPLAN performances and other education programs in 2017/18. Goal for number of students reached will be increased in ensuing years as priority above is developed and launched. Tower Theatre Foundation Application Sept 2017 • Connect donors to mission and younger audiences through attendance at LessonPLAN events. Board members host at least 5 per event in 2017/18. • Grow LessonPLAN to a level of funding (student fees, grants, and donations) that is self - sustainable. Numerous studies have proven that the arts are essential to strong communities, bright and enriching lives, deeper understanding and appreciation of diverse cultures, and competitive industries. Creating Connection, a national initiative with in-depth pilots in four states, including Oregon, builds on these studies. It is informed by a new body of research, including a national survey in four geographically diverse locations; focus and discussion groups across the country; one-on-one conversations with leaders of communities of color; and robust dialogue with arts leaders, working artists, and others. People identify four primary benefits of expressing themselves creatively or experiencing something creative: personal growth; health and well- being; sharing and experiencing diverse voices; and happiness. Youth, who shared their thoughts, related most to how expressing their creativity helped them find and share their voice. Further, for youth, exposure and participation in the arts enlarges their emotional capacity, fosters their critical thinking and builds their collaboration skills. With the current environment in the US and the growing diversity of Central Oregon, it is more important than ever to provide students with creative experiences that help them understand, appreciate, and empathize with other people, perspectives, and cultures. Supporting the Tower's efforts will further Deschutes County priorities of improving juvenile mental health and aligns with teachings like those of My Future My Choice: peer pressure shouldn't drown out a youth's own voice. LessonPLAN (Performing Live Arts Now), the Tower Theatre Foundation's award-winning initiative, brings area students to the Tower, acclaimed performers into schools, and offers hands on experience for students interested in performing and stagecraft. For younger students, "Tower Talks" teach students about theatre etiquette and what to expect when they attend a performance. Following is the current programming schedule for the 2017/18 school year. Event Format A e Audition Workshop 3 days, 20 hrs of audition 13-19 yrs workshop held at Tower. Student Volunteers Student volunteer led Tower Summit High Tours during farmers market. School students. Tower Tours and Talks Tower Theatre Tour and talk. All Offered to all students attending events. Also community groups like Bend Parks and Rec. and the Latino Community Association. Red Grammer Bend schools and ESD. Teacher K -5th workshop and in -school assembl . Patrick Garner's History Alive: Bend schools. In -school K -5th Benjamin Franklin assembly. Tower Christmas Bend Schools, Tower tour, High School sta ecraft & performance. Living Voices: Right to Dream Redmond and Culver. In -school MS and HS 4 Tower Theatre Foundation Application Sept 2017 With LessonPLAN firmly entrenched in the Tower's culture, strong ties to educators across Central Oregon, and the logistics of delivering quality programs well in hand, a number of changes and efforts are also underway to take it to the next level. • As of July 2017, the Education Manager, Dani Wyeth, is a full time position that receives full benefits, including health care coverage. Dani has worked with the Executive Director to identify and contract the 2017/18 performers and will work independently to book future events. Over the next 9 months, the Fundraising Manger will also be transitioning many of the LessonPLAN focused efforts to Dani. • For 2017/18, the board of directors and staff have prioritized a long held dream of the Foundation to develop a repeatable program that ties to a specific grade level curriculum that all Central Oregon students could attend each year. Funds would be used for artistic fees and staffing of LessonPLAN and restricted to events scheduled for Deschutes County. Approval of this grant request will be leveraged to gain support from other potential funders including: Clabough Foundation, Pacific Power, Deschutes Cultural Coalition, and the Roundhouse Foundation. Performance Measurement LessonPLAN strives to broaden educational outreach and community support to schools and teachers, increase student participation year over year, and expand collaboration with regional cultural organizations to enhance the quality of programming. Metrics include performance attendance data, survey results from teachers and school administrators, and solicited feedback from current and potential community collaborators. According to Arts and Economic Prosperity impact studies, the annual LessonPLAN budget is estimated to support 3.5 FTE in the community. The Tower Theatre Foundation, including audience spending, supports 103 local FTE and generates $2.1 Million in local household income. assembly. Students Golden Dragon Acrobats Bend and Sisters schools. Tower MS and HS Theatre matinee. students A Capella Festival Master classes at Tower Theatre. High school and Groups from across Oregon. college. Group concerts at schools. Do You Speak Djembe? Bend and Sisters schools. Tower All ages Theatre matinee. M5 Mexican Brass Bend dual immersion school. All ages Tower Theatre matinee. Super Scientific Circus La Pine schools. In -school All ages assembly_ M Heart in a Suitcase school assembl 4th_12th With LessonPLAN firmly entrenched in the Tower's culture, strong ties to educators across Central Oregon, and the logistics of delivering quality programs well in hand, a number of changes and efforts are also underway to take it to the next level. • As of July 2017, the Education Manager, Dani Wyeth, is a full time position that receives full benefits, including health care coverage. Dani has worked with the Executive Director to identify and contract the 2017/18 performers and will work independently to book future events. Over the next 9 months, the Fundraising Manger will also be transitioning many of the LessonPLAN focused efforts to Dani. • For 2017/18, the board of directors and staff have prioritized a long held dream of the Foundation to develop a repeatable program that ties to a specific grade level curriculum that all Central Oregon students could attend each year. Funds would be used for artistic fees and staffing of LessonPLAN and restricted to events scheduled for Deschutes County. Approval of this grant request will be leveraged to gain support from other potential funders including: Clabough Foundation, Pacific Power, Deschutes Cultural Coalition, and the Roundhouse Foundation. Performance Measurement LessonPLAN strives to broaden educational outreach and community support to schools and teachers, increase student participation year over year, and expand collaboration with regional cultural organizations to enhance the quality of programming. Metrics include performance attendance data, survey results from teachers and school administrators, and solicited feedback from current and potential community collaborators. According to Arts and Economic Prosperity impact studies, the annual LessonPLAN budget is estimated to support 3.5 FTE in the community. 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Fez er Director, EXeMI17 k:)rc3ar•: G21t4017E L=_ttem• 'li'r5U (DO/CC;) Return of Organization Exempt From income Tax OMB No. 1546.047 Form 990 Under section 5011(c), 627, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Department of the Treasury ► Do not enter social security numbers on this form as it may be made public. Open to Public ' Internal Revenue service Information about Form 990 and Its instructions is at wwwJrs. ov/form990. Inspection A For the 2015 calendar year, or tax year beginning JUL 1 2 015 and ending JUN 30, 2016 B Chaok If C Name of organization D Employer identification number applicable: Qaddes oharigg TOWER THEATRE: FOUNDATION INC. Qa,a ge Doina business as 91-1829147 tnitr return Number and street (or P.O, box if mai) is not delivered to street address) R)am/sui#e E Telephone number PO BOX 1378 ( 541) 317-0700 et d10 City or town, state or province, country, and ZIP or foreign postal code G Gross rocolpic $ 1,537,89-7. A -dud return REND OR 97709 H(a) Is this a group return �Appiica- tion F Name and address of principal officer. for subordinates? .... F No pending SAME AS C MOVE H(b) are au,subordinates inoiudsd7 ®Yes 0 No I Tax-exempt status: CX 501(c)(3) 0 501(0 } ^t (insert no527 If "No," attach a list, (see instructions) J Website: ►WWW . TOWERTHEATRE . ORG H(o) Gro exem tion number K Farm of or anization: ®Corporation Trust 0 Association Other► L Year of formation: 19 9 7 M State of legal domicile: OR Part I I Summary Part II 1 Signature Block Under penalties of perjury, I declare that i have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge Sign Signature of officer Date Here'RAY SOLLEY EXECUTIVE`'DIREC Type or print name and title ata IN PrinUCype preparer's name Pr rer's s nature Ocnect PT Paid CANDACE S. FRONK 11 tt MID a 00051000 Preparer Firm's name III, PRICE FRONK & CO I Firm's L -IN h. 93-0620214 Use Only Flrm'saddressp, 2796 NW CLEARWATER DR BEND OR 97703 Phoneno.541-382-4791 May the IRS discuss this return with the preparer shown above? (see instructions)............................................................... Yes No 632001 12 -18 -is L.HA For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2015) SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT CONTINUATION 1 Briefly describe the organization's mission or most significant activities: TO BE CENTRAS, OREGON r S LEADING io PERFORMING ARTS ORGANIZATION -,J- ROVIDING CULTURAL & EDUCATION 2 Check this box ► if the organization discontinued its operations or disposed of more than 25% of its net assets. 0 3 Number of voting members of the governing body (Part VI, line 1 a) ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,—............ 3 9 C 4 Number of independent voting members of the governing body Part VI, line 1 b N 6 Total number of Individuals employed in calendar year 2015 (Part V, line 2a) ........, s 29 SB Total number of volunteers (estimate if necessary)....................................................................................... 155 7 a Total unrelated business revenue from Part Vill, column (0), line 12............................................................ 7a 0. b Not unrelated business taxable income from Form 990•T line 34_ ............................................................... 7b 0. Prior Year I Current Year 276 354. 288 029. m 8 Contributions and grants (PartVill, line ih)............................................................... 1,075,304. 1 248 219. c9 Program service revenue (Part VIII, line 2g)............................................................... . 207. m10 investment Income (Part VIII, column (A), lines 3, 4, and 7d) ....................................... 0. 0. cc 11 Other revenue (Part Vlll, column (A), lines 5,6d, 8c, 9c, 10c, and Ile) ........................ 1 3 511865. 1,537,864. 12 Total revenue -add lines 8 through 11 bu6teclual Part Vili column (6), line 12 . 13 Grants and similar amounts paid (Part IX, column (A), lines 1.3) ................................. 0 . 0. 0.1 0. 14 Benefits paid to or for members (Part 1X, column (A), line 4) ....................................... 614 966. 670,262. m15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ,_....... 16a Professional fundraising fees (Part IX, column (A), line 11e),,,,,,,,,,,,,,,,,,,,,,„-...............-, 0. 0. to Total fundraising expenses (Part IX, column (D), line 25) ► 132,734. 210 . 857 101 . X& w 17 Other expenses (Part IX, column (A), lines 11 a-1 Id, 11f -24e)754 ..................................... 1 3 69 176. 1,527,363. 18 Total expenses. Add lines 13-17 (must equal Part 1X, column (A), fine 25) ........... *.... *.... —17,311. 10,501. i9 Revenue less a eases. Subtract tine 18 from line 12 . ................................................ `oma of Current Year End of Year -Beginning 2,877,465. 3 0 0 3,597. ,6-a 2a Total assets (Part X, line 16) .................................................................................... 384,694. 500 325. 21 Total liabilities (Part X, line 26)................................................................................. 2,492,771. 2 503 272. 2,E 22 Not assets or fund balances. Subtract line 21 from tine 20.— ...................................... Part II 1 Signature Block Under penalties of perjury, I declare that i have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge Sign Signature of officer Date Here'RAY SOLLEY EXECUTIVE`'DIREC Type or print name and title ata IN PrinUCype preparer's name Pr rer's s nature Ocnect PT Paid CANDACE S. FRONK 11 tt MID a 00051000 Preparer Firm's name III, PRICE FRONK & CO I Firm's L -IN h. 93-0620214 Use Only Flrm'saddressp, 2796 NW CLEARWATER DR BEND OR 97703 Phoneno.541-382-4791 May the IRS discuss this return with the preparer shown above? (see instructions)............................................................... Yes No 632001 12 -18 -is L.HA For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2015) SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT CONTINUATION —1 R291 d? panel IF -12f a III I oaawrnvrri v . --;I- - _.__ ..___„-1 --- -- _ Check if Schedule 0 contains a response or note to any line in this Part ill _................. ...................................................... 1 Briefly describe the organization's mission: TO BE CENTRAL OREGON'S LEADING PERFORMING ITS ORGANIZATION PROVIDING CULTURAL & EDUCATION PROGRAMS THAT MAKE ESSENTIAL CONTRIBUTIONS TO THE REGION'S LIFESTYLE & STRENGTH OF COMMUNITY BY PROVIDING AN EXTRAORDINARY SPACE -FOR.. -PERFORMANCES, EDUCATION CIVIC GATHERINGS & 2 Did the organization undertake any significant program services during the year which were not listed on =Yes ®No the prior Form 990 or 990•EZ9 If "Yes,” describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?._. =Yes ® No If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service re«fported. 4a (Cede: ) (Expenses $ 1, 2 2 9 , 6 3 4 . including Wants of $ ) (Revenue $ 1,248,219.) THE THEATRE WAS UTILIZED FOR A WIDE VARIETX OF CULTURAL EVENTS ON 218 DAYS DURING THE YEAR. 62% OF THE THEATRE'S LICENSEES WERE NONPROFIT ORGANIZATIONS. 4b (Code: ) (Expenses $ 4C (Code: ) (Expans©a $ 4d Other program services (Describe in Schedule O.) (expensesS tnctuctnnitsof3 ) (Revmuo$ ) 4e Total 2rogam service expe 1 2 2 9 6 3 4 • Form 990 (2015) Including grants of $ Inducing grants of $ ) (Revenue $ ) (Revenue $ 532002 812-16.15 2 3341110 250754 80695 2015.03040 TOWER THEATRE FOUNDATION, I 80695_1 7:45 AM 09/26/17 Accrual Basis The Tower Theatre Foundation, Inc. Profit & Loss Budget Overview July 2017 through June 2018 Page 1 Jul'17-Jun 18 Ordinary Income/Expense Income In-house Presenting Income 270,899.00 4050 - Ticketing Fee 163,167.00 4060 - Preservation Fee 97,894.00 4100 Rental Income 225,450.00 4200 Concessions 185,413.00 4300 • Income from Reimbursements 236,701.00 4400 • Sponsorships 113,000.00 4600 - Grants 63,450.00 46000 • Donations- General 64,000.00 4600 - Memberships & Business Partners 174,500.00 4665 • Educational Fund 30,000.00 4700 • Marketing Income 3,000.00 4800 - Interest Income 300.00 4999 • Uncategorized Income 3,000.00 Total Income 1,630,774.00 Gross Profit 1,630,774.00 Expense 5000 • Salaries and Wages - Operations 463,245.00 5010 • Payroll Taxes - Operations 60,957.00 5020 - Benefits 62,346.00 6030 • Salaries and Wages - Reimbursed 162,961.00 5100 • Artistic Expense 381,066.00 5200 • Concession Supplies 66,949.00 5250 • Ticket Fees 33,400.00 5300 • Travel 2,750.00 5310 • Meals & Entertainment 7,200.00 5320 • Education and Training 3,000.00 6400 - Printing 9,500.00 5510 - Board Development 1,200.00 5520 • Insurance 20,417.00 5600 - Equipment 10,200.00 5620 - Maintenance and Repair 45,000.00 5700 • Licenses and Fees 8,935.00 5710 • Bank Fees 57,879.00 5711 • Professional Fees 16,600.00 5719 - IT/IS Management 30,590.00 6740 - Website 960.00 5750 • Volunteer Expenses 775.00 5800 • Office Rent 31,880.00 5810 • Utilities 30,974.00 5820 • Telephone 10,200.00 5830 • Postage and Shipping 1,800.00 5900 • Cost of Raising Support 17,900.00 5960 - Royalties 5,500.00 6000 • Advertising 7,100.00 61100 - Office Supplies 4,800.00 Page 1 7:45 AM 09/26/17 Accrual Basis The Tower Theatre Foundation, Inc. Profit & Loss Budget Overview July 2017 through June 2018 Page 2 Jul '17 -Jun 18 62100 - Janitorial/Custodial 10,800.00 62700 - Security Expenses 420.00 6999 • Uncategorized Expenses 120.00 Total Expense 1,567,424.00 Net Ordinary Income 63,350.00 Other Income/Expense Other Income 7000 • Non -Cash Revenue (in Kind) 4,100.00 7030 - Discounts & Waivers 0.00 Total Other Income 4,100.00 Other Expense 7700 - Discounts and Waivers 0.00 7800 Non -Cash Expense (In Kind) 4,100.00 9000 Gain/Loss on Asset Disposition 0.00 Total Other Expense 4,100.00 Net Other Income 0.00 Net Income 63,350.00 Page 2 Tower Theatre Foundation Application Sept 2017 2017-2018 LessonPLAN Budnet The total budget for the 2017/18 LessonPLAN is $98,054. This represents 6% of the Tower's annual $1,630,774 budget. We are requesting $5,000 from Deschutes County to support LessonPLAN in 2017118 school year. Funds would be used for artistic fees and staffing support for events scheduled in Deschutes County. NB The Bend A Cappella Festival is a separate budget of $63,000. In conjunction with the festival, the education manager arranges visiting student groups to perform at local schools. This personnel expense is part of the LessonPLAN budget. Revenue Student Fees 21,550 13,750 Sponsorships Hospitality 15,000 Grants 200 21,000 Individual Donations Utilities 30,000 Earned Income Contribution from Operations 68 067 18 304 Revenue Targets 598.054 Expenses Performance Fees 21,550 Printed materials & Advertising 1,000 Hospitality 3,783 Equipment. 200 Venue Expenses_ house m t,. technicians, janitorial 2,386 Utilities 1,068 Staff (salary, wages, benefits 68 067 Anticipated Expenses $98.054 Grants for 2017/18 LessonPLAN: Confirmed: Western States Art Federation (WESTAF) ($2,500), WHH Foundation ($5,000). Sponsors for 2017/18 LessonPLAN: Confirmed: Warren John West ($5,000) BenclBroadband ($5,000) Tower Education Fund (Individual Donations) anticipated primarily from year end campaign: ($30,000) LessonPLAN will continue to be funded through student fees ($5 / student for events at Tower; $2.50 / student for events in schools), local business sponsorships, individual donations, and grants. Student fees are waived or reduced on the rare occasion that they are a barrier for schools to participate. The Tower's end of year campaign, including Giving Tuesday, is dedicated to LessonPLAN. Last year, a short informative video was produced and is shown at the start of numerous public events at the Tower to assist in building awareness and support from the community. 0 Board of Directors Tower Theatre Foundation July 2017 From age 40 -something to 70-ish, from the start of a career to well-deserved retirement, with years of performing arts experience to theatre 'first timers," our Board members bring diverse sets of skills and interests to managing the Tower Foundation. Member Profession Contact Alison Hamm, Chair Retired, Business Consultant (541) 903-0185 (Accenture) albob@bendbroadband.com Alison has been involved in many aspects of the Foundation over the past six years, from grant writing and coordinating educational outreach efforts to initiating the planning committee and facilitating staff retreats. Her previous involvement with nonprofits and experience in organizational development consulting has uniquely qualified her for this role. Doug Watson, Secretary Retired, Consumer Electronics Manager (541) 815-2550 (Hewlett Packard) dwatsonl02@bendbroadband.com Doug champions the efforts to streamline and care for multiple software and hardware needs. He is a business mentor and valuable resource for staff. His project management experience and involvement with Habitat for Humanity have brought a new focus to the Tower's facility management. Ann E. Rhoads, Treasurer Retired, Senior Accounting Partner (503) 799-9898 (PricewaterhouseCoopers) arhoads001@email.com Ann is a finance and business professional with 33 years of experience providing auditing, accounting and financial advisory services to public and private financial services companies. As Treasurer, Ann has reviewed the Tower's policies and procedures assessing risk and improved efficiencies as the Tower budget and organization has experienced significant growth over the past five years. Ray Solley Executive Director, Tower Theatre Foundation (541) 420-8904 raygtowertheatre.org A nonprofit board should actively represent the organization's various stakeholders. The board felt those who work for and with the Foundation should have a formal and equal "seat at the table." Ray, as the Executive Director, effectively represents that constituency as a voting member of the Tower board. Michelle Andre VP Marketing, Virtual Incentives (415) 577-8634 michelle.m.andre@emaii.com Michelle currently works for a 6213 financial technology company, and is responsible for developing and executing strategic marketing communications programs, partnerships and products. She also spent many years in nonprofit performing arts, managing membership, marketing, and planned giving. Michelle works closely with the Tower's marketing and fundraising staff, helping develop more cohesive, strategic plans for those areas of the organization. Mark Beach Principle, ConnX Consulting, Global Manufacturing (206) 321-2300 & Distribution markbeach123@aol.com Mark was VP and partner in a global manufacturer of industrial piping components, which sold to Tyco (TYC-NYSE) in 2012. Now, Mark serves as a business consultant for Tyco and others distributors. He also served as Treasurer for a nonprofit utility for the past six years. Mark serves on the Tower's facility committee. Richard Gallio Retired, Automotive and Branding Executive (541) 815-9949 (Toyota) vineallio@vahoo.com Richard has many years of diverse board experience, as well as customer loyalty and branding expertise. A recent addition to the board, Richard is working with development staff and the ED to improve the Tower's communications with patrons and donors, and better connect them to our mission. Dr. Ed Irish Retired, Sr. Partner & Pres., Surgical Associates (503) 720-4531 irish.edo(c@gmail.com Ed has decades of nonprofit board and fundraising experience and has been a generous supporter of the Tower since moving to the area in 2014. Ed is working with the Tower's fundraising director and offering his personal testimony to solicit additional sponsorships and donations. Board of Directors Tower Theatre Foundation Julv 2017 Steve Magidson Retired, High-tech Entrepreneur (541) 504-6263 steve.maeidson@gmail.com Steve's passion for the arts in general, and the Tower in particular, has made him an unsurpassed ambassador for the organization. Steve recently returned to the board after a by-law required break. He is taking a leadership role in developing a planned giving program with Michelle Andre. Steve MacKelvie President/CEO SkyPartnerships (541) 668-5954 macman54@live.com Steve has a 40 -year career dedicated entirely to the advertising, marketing and sponsorship communities. His experience with diverse clients—advertising agencies, professional sports teams, rock & roll museums, municipalities and airports—provides a wealth of knowledge to mentor Tower staff and assist in cultivating sponsors. Lora Nordquist Assistant Superintendent, Bend -La Pine School District (541) 410-5407 lora.nordquist@bend.kl2.or.us Lora's connections to the schools and knowledge of current curriculum are invaluable as the Tower expands the reach and deepens the quality of our educational efforts. Lora is also passionate about the arts and formerly served on the Sister's Folk Festival board of directors. Meredith Savadove Retired, Global Business Dev. & Marketing Exec. (541) 607-9908 (Electrolux) meredithsavadove@icloud& m Meredith recently rejoined the board after living overseas for a few years. Meredith has worked closely with the ED and his leadership team providing tools, coaching and support as they implement more sophisticated performance review and professional development processes for the organization. Cathy Tai Owner, Cathy Tai Interior Design (808) 870-5842 waileasirl2@yahoo.com Cathy has more than 40 years of community service and business ownership experience. Her leadership in donor development and event planning on the Maui Performing Arts Center board of directors has proven instrumental to the Tower. Cathy has taken a leadership role planning a variety of Tower events for donors over the past few years. Ellen Wolff Retired, Attorney & Business Owner (503) 201-2002 ecw53@comcast.net Bringing a legal mindset and a passion for live theatre to the board, Ellen has been involved in the Tower's annual fundraiser and writing grant applications. A long-term patron of the arts, Ellen continues to benchmark and research successful efforts of other arts organizations in communities experiencing rapid growth similar to Bend's.