2023-277-Minutes for Meeting July 24,2023 Recorded 8/30/2023Steve Dennison, County Clerk
Commissioners' Journal
Recorded in Deschutes County CJ2023-277
08/30/2023 12:36:34 PM
IIIIIIIIIIIIIIIIIIIIIIIIIIII ZII
Do not remove this page from original document.
Deschutes County Clerk
Certificate Page
BOARD OF
COMMISSIONERS
BOARD OF COUNTY COMMISSIONERS MEETING
1:00 PM, MONDAY, JULY 24, 2023
Allen Room Deschutes Services Building - 1300 NW Wall St - Bend
(541) 388-6570 I www.deschutes.org
AGENDA
MEETING FORMAT: In accordance with Oregon state law, this meeting is open to the public and
can be accessed and attended in person or remotely, with the exception of any executive session.
Members of the public may view the meeting in real time via YouTube using this link:
http://bit.ly/3mminzy. To view the meeting via Zoom, see below.
Citizen Input: The public may comment on any topic that is not on the current agenda.
Alternatively, comments may be submitted on any topic at any time by emailing
citizeninput@deschutes.org or leaving a voice message at 541-385-1734.
When in -person comment from the public is allowed at the meeting, public comment will also be
allowed via computer, phone or other virtual means.
Zoom Meeting Information: This meeting may be accessed via Zoom using a phone or computer.
• To join the meeting via Zoom from a computer, use this link: http://bit.Iy/3h3ogdD.
• To join by phone, call 253-215-8782 and enter webinar ID # 899 4635 9970 followed by the
passcode 013510.
• If joining by a browser, use the raise hand icon to indicate you would like to provide public
comment, if and when allowed. If using a phone, press *6 to indicate you would like to speak and
*9 to unmute yourself when you are called on.
eg
Deschutes County encourages persons with disabilities to participate in all
programs and activities. This event/location is accessible to people with disabilities.
If you need accommodations to make participation possible, call (541) 388-6572 or
email brenda.fritsvold@deschutes.org.
Time estimates: The times listed on agenda items are estimates only. Generally, items will be heard in
sequential order and items, including public hearings, may be heard before or after their listed times.
CALL TO ORDER
CITIZEN INPUT: Citizen Input may be provided as comment on any topic that is not on the
agenda.
Note: In addition to the option of providing in -person comments at the meeting, citizen input comments
may be emailed to citizeninput@deschutes.org or you may leave a brief voicemail at 541.385.1734. To be
timely, citizen input must be received by noon on Tuesday in order to be included in the meeting record.
AGENDA ITEMS
1. 1:00 PM Deschutes County Medical Examiner Update
2. 1:20 PM Emergency Management Performance Grant Application
3. 1:30 PM Senate Bills 391 and 644 Work Session - Rural Accessory Dwelling Unit (ADU)
Legislative Amendments
4. 1:50 PM Greater Sage -Grouse - 2023 Mapping Update
5. 2:10 PM Treasury Report for June 2023
6. 2:25 PM Finance Report for June 2023 - Preliminary
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.
EXECUTIVE SESSION
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.
ADJOURN
July 24, 2023
BOARD OF COUNTY COMMISSIONERS MEETING Page 2 of 2
1300 NW Wal
BOARD OF
COMMISSIONERS
I Street, Bend, Oregon
(541) 388-6570
FOR RECORDING STAMP ONLY
BOCC MEETING MINUTES
1:00 PM
MONDAY July 24, 2023
Allen Room
Live Streamed Video
Present were Commissioners Anthony DeBone, Patti Adair and Phil Chang. Also present were Deputy
County Administrator Erik Kropp; Assistant County Counsel Kim Riley; and BOCC Executive Assistant
Brenda Fritsvold.
This meeting was audio and video recorded and can be accessed at the Deschutes County
Meeting Portal website www.deschutes.org/meetings.
CALL TO ORDER: Chair DeBone called the meeting to order at 1:00 p.m.
CITIZEN INPUT: None
AGENDA ITEMS:
Due to some technical difficulties, Agenda Item #2 was heard before Agenda Item #1.
2. Emergency Management Performance Grant Application
Sgt. Nathan Garibay explained the request of the Deschutes County Sheriffs Office
to apply for an Emergency Management Performance Grant from the Oregon Office
of Emergency Management for planning, coordination and oversight of the County's
emergency management program. Approximately $92,616 is expected to be
awarded; the required matching funds will be provided from the Sheriff's Office
budget and other local, state and federal funds.
ADAIR: Move to authorize the Deschutes County Sheriff's Office to submit an
BOCC MEETING
JULY 24, 2023 PAGE 1 OF 7
application for an Emergency Management Performance Grant to
support Deschutes County's emergency management program
CHANG: Second
VOTE: ADAIR: Yes
CHANG: Yes
DEBONE: Chair votes yes. Motion Carried
1. Deschutes County Medical Examiner Update
Dr. Anne Onishi presented an update on the medical examiner services provided to
the County by herself and Maureen McCaffrey as independent contractors, saying
that the volume of cases handled has increased tremendously in the recent past in
part because the State's Medical Examiner's Office has ceased to perform certain
functions. Other factors contributing to the growth in case volume include the aging
population and the increasing number of drug -related deaths. Onishi explained that
a team of eight to ten nurse investigators cover Deschutes as well as Crook County
and described the actions undertaken in a death investigation, which take an
average of four to six hours per case to process.
Continuing, Onishi said the office investigates between 600 and 700 cases each year,
and an additional 1000-1200 calls are received regarding other deaths which are not
investigated. She spoke to the need for more persons who are certified by the
American Board of Medicolegal Death Investigators and said it is necessary to have
a full-time office manager to handle administrative duties. Other expenses are
incurred to compensate the nurse investigators, including their travel costs and cell
phones.
Commissioner Chang asked about the cost of bringing this function in-house. Onishi
offered to put together an in-house staffing model for the County's consideration.
Responding to Commissioner DeBone, Onishi said the office is in the process of
relocating and would prefer to have office space in Bend of approximately 200 to
300 square feet in size.
Deputy County Administrator Erik Kropp acknowledged Dr. Onishi's request to
adjust the services contract to cover the following increases: contracted staff
expenses ($18,000), administrative expenses ($12,000), travel reimbursement
($3,500) and education and training ($2,500), and to raise the medical investigation
fee from $150 to $200 per case. In FY 2023, the maximum compensation under the
Medical Examiner contract, including allowable reimbursements, was $365,000.
BOCC MEETING
JULY 24, 2023 PAGE 2 OF 7
Commissioner Chang said the County should commit to exploring the external vs.
internal structure question and also identify alternate office space opportunities as
described by Dr. Onishi.
3. Senate Bills 391 and 644 Work Session - Rural Accessory Dwelling Unit (ADU)
Legislative Amendments
Kyle Collins provided an overview of the proposed amendments to Deschutes
County Code to implement local provisions for accessory dwelling units (ADUs)
following the recent adoption of State legislation to allow these in rural areas.
Collins noted public comments received on this issue and recommendations to the
Board from the Planning Commission.
The Commissioners posed questions in advance of the public hearing to be held on
July 26t", including on the status of private wells in the south county.
In response to Commissioner Chang, Collins said as currently drafted, the local
regulations would not prohibit an accessory dwelling unit in addition to accessory
buildings that are already allowed in association with a primary dwelling (a detached
garage, for example), subject to lot coverage conditions, required building
separations, and other applicable restrictions. Collins confirmed there is no limit on
the number of accessory buildings that can be built on a property so long as all
applicable conditions are met.
Referring to the draft economic, social, environmental, and energy (ESEE) analysis,
Commissioner DeBone commented on proposed language regarding possible social
consequences of allowing ADUs. He noted that in rural areas, these are not likely to
be constructed near parks.
Responding to Commissioner Chang, Collins said the Planning Commission
recommended that if an ADU is built, neither the primary residence nor the ADU be
allowed to be used as a short-term rental. Commissioner DeBone questioned if the
prohibition on using the primary residence as a short-term rental would constitute
removing an existing right. Collins confirmed that if the recommendation of the
Planning Commission is approved, anyone wanting to build an ADU would have to
agree to not use their primary residence as a short-term rental.
4. Greater Sage -Grouse - 2023 Mapping Update
Nicole Mardell, Senior Planner, said the Oregon Department of Fish and Wildlife
(ODFW) is working to update the State's Greater Sage -Grouse Conservation
Assessment and Strategy which was adopted following a determination in 2010 that
Sage -Grouse are a candidate species for the Endangered Species Act. Mardell
BOCC MEETING
JULY 24, 2023 PAGE 3 OF 7
reviewed actions taken in 2015, including the County's establishment of a Greater
Sage -Grouse Combining Zone, and distributed a map showing the existing Sage
Grouse habitat area and the revised habitat area as drafted by ODFW. ODFW is
accepting comments on the updated map through September 22, 2023; staff
anticipates County review of associated combining zone amendments in 2024-2025.
Mardell concluded that the County cannot opt out or alter the State's final
regulations but rather will be required to implement them once those are approved.
In response to Commissioner Adair, Mardell said the Roth ranch property is not
expected to be affected by the map amendments as it lies within the low -density
area.
5. Treasury Report for June 2023
Bill Kuhn, County Treasurer, provided the Treasury Report for June 2023.
6. Finance Report for June 2023 - Preliminary
Robert Tintle, Chief Financial Officer, presented the Finance Report for June 2023.
OTHER ITEMS:
• Anthony Raguine, Principal Planner, reported that last week, the Hearings
Officer issued a decision on an initiation of use application associated with a
marijuana production i facility in the 26200 block of vVilla'r d Road. Raguine
explained that 80% of the expenditures made by the property owner in
association with the desired land use were made before the land use was
approved.
Saying that initiation of use is governed by Deschutes County Code (DCC)
22.36.020, Raguine described the criteria by which development action is
determined to be initiated. While the applicant submitted an application
about four months before the decision, he did not wait to receive approval
before beginning work on the project. The applicant testified that in initiating
the work, he had relied on information conveyed by staff at the pre -
application stage.
Continuing, Raguine described possible negative consequences of allowing
development actions in advance of land use approvals. He said that the
process of seeking land use actions allows for public participation, but this
could be circumvented or rendered moot if land use action is allowed to
happen before approval is obtained. Additionally, the County could see an
increase in Code violation cases, and/or property owners could expend
BOCC MEETING JULY 24, 2023 PAGE 4 OF 7
significant resources on a desired use, only for the project to be denied.
Raguine said the Board has discretion to "call up" an administrative or
Hearings Officer decision. However, this particular appeal has timing
limitations and the time frame for the Board to hear this particular appeal is
very limited. He added that the same applicant has a second pending
initiation of use case which involves an adjacent property and that matter is
pending a decision before the same Hearings Officer. Staff anticipates that
the same issue will arise on the second appeal and that appeal would not
have the same timing constraints.
Commissioner DeBone noted that the applicant risked the denial of the land
use application. Raguine said staff is concerned that allowing development
action before land use approval could set an undesirable precedent.
Responding to Commissioner Chang, Raguine said while decisions of the
Hearings Examiner do not create precedence for the Board or the County,
these decisions are public information and it is common for them to be
referenced by land use attorneys in subsequent cases.
Commissioner Chang asked what the cure is for a situation when
development action proceeds a land use approval. Raguine said although the
land use approval is the cure, the concern is that applicants will start work
before that is obtained.
The consensus was to not call up the first appeal due to timing constraints;
rather, the Commission will call up the second appeal once a decision is
issued if the same issue is presented as outlined in the first appeal.
• Deputy County Administrator Erik Kropp distributed a draft letter from the
Board to Governor Kotek responding to the governor's request for additional
information about the County's desire for flexibility to site managed
homeless camps on rural lands outside of Urban Growth Boundaries (UGBs).
Kropp said the draft letter has been reviewed by the Coordinated Houseless
Response Office and COIC.
Commissioner Adair said the letter should note that the County donated land
in Redmond valued at $399,550 for the Oasis Village project and also include
a reference to the County's contribution of $2 million to the Cleveland
Commons permanent supportive housing project.
Commissioner Chang relayed his conversation with Governor Kotek on this
subject, saying the governor agrees with the need to provide a continuum of
BOCC MEETING
JULY 24, 2023 PAGE 5 OF 7
care and recognizes that funding for ongoing shelter operations is a
challenge. He said he shared with the governor the unique advantages of
using the Gales property for a managed camp and also had explained the
difficulty experienced in efforts to establish outdoor shelter in Bend over the
past two years.
The Commissioners requested minor changes to the draft letter.
CHANG: Move approval of Board signature of a letter to Governor Tina Kotek
with revisions as discussed
ADAIR: Second
VOTE: ADAIR: Yes
CHANG: Yes
DEBONE: Chair votes yes. Motion Carried
• Commissioner Adair reported that Chief United States District Court Judge
Marco Hernandez is interested in the possibility of using part of the County's
courthouse expansion for operations of the 9th Circuit Court.
• Commissioner DeBone attended the FairWell Festival pre -event open house
and the Chamber breakfast on Friday morning in La Pine:
• Commissioner Chang attended the Fairwell Festival on Saturday and Sunday.
• Commissioner Adair attended Coffee Clatter in Redmond on Friday and a
J Bar J event on Saturday.
• Commissioner missioner Chang asked for information on the Fair's proceeds from the
FairWell Festival.
EXECUTIVE SESSION: None
ADJOURN:
Being no further items to come before the Board, the meeting was adjourned at 4:08 p.m.
DATED this Day of U-S4- 2023 for the Deschutes County Board of Commissioners.
ANTHONY DEBONE, CHAIR
ATTEST:
PATTI ADAIR, VICE CHAIR
reAkaik.:47cimaii
RECORDING SECRETARY PHIL CHANG, COMMISSIONER
BOCC MEETING JULY 24, 2023
PAGE 6 OF 6
BOARD OF
COMMISSIONERS
AGENDA REQUEST & STAFF REPORT
MEETING DATE: July 24, 2023
SUBJECT: Emergency Management Performance Grant
RECOMMENDED MOTION:
Move to authorize the Deschutes County Sheriff's Office to submit an application for an
Emergency Management Performance Grant to support Deschutes County's emergency
management program.
BACKGROUND AND POLICY IMPLICATIONS:
The Sheriff's Office will utilize the Emergency Management Performance Grant (EMPG) to
fund the County's emergency management program.
The Deschutes County Sheriff's Office will be allocated funds pursuant to a successful grant
application to the Oregon Military Department, Office of Emergency Management. The rest
of the program (no less than 50%) will be funded from the Sheriff's Office budget and other
local, state and federal funds.
The Deschutes County Sheriff's Office Emergency Services Manager is delegated day-to-day
operations of the Deschutes County Emergency Management Program and is responsible
for all planning, coordination and oversight for the Emergency Services functions. These
functions are mandated by Oregon Revised Statute and Deschutes County Code.
Emergency Services Coordinators assist in the implementation of the program, primarily
assisting in planning, public education and projects.
Emergency management includes preparedness, mitigation, response and recovery. Some
of the activities required of the Emergency Services Manager include either creating or
updating the county -wide Emergency Operations Plan (EOP), the Threats and Hazards
Identification and Risk Assessment, and a Natural Hazard Mitigation Plan. Additionally, the
Emergency Services Manager and Coordinators must participate in certain training
requirements.
BUDGET IMPACTS:
Approximately $92,616 is expected to be awarded. Matching funds will be provided in an
amount at least equal to the grant award. The grant period is from July 1, 2023 through
June 30, 2024.
ATTENDANCE:
Sergeant Nathan Garibay, DCSO
BOARD OF
COMMISSIONERS
AGENDA REQUEST & STAFF REPORT
MEETING DATE: July 24, 2023
SUBJECT: Deschutes County Medical Examiner Update
BACKGROUND AND POLICY IMPLICATIONS:
In 2022, the County contracted with Dr. Anne Onishi, MD, and Maureen McCaffrey, PA-C, to
provide medical examiner services. Dr. Onishi and staff will provide the Board with an
update on their first year of operations.
Dr. Onishi and Ms. McCaffrey are proposing an adjustment to their contract in FY 2024.
Proposed adjustments to the contract include increases in contracted staff expenses
(proposed to increase by $18,000), medical investigation fees (proposed to increase from
$150 to $200 per case), administrative expenses ($12,000 increase), travel reimbursement
($3,500 increase to cover an increase in miles traveled to complete death investigations
and fuel costs) and education and training ($2,500 increase).
In FY 2023, the maximum compensation under the Medical Examiner contract, including
allowable reimbursements, was $365,000.
The Medical Examiner manages investigations of deaths for the purposes of determining
cause and manner of death and producing death certificates in accordance with ORS 146
and in line with the recommendations and requirements of the State Medical Examiner's
Office. This includes deaths due to injuries, those occurring under suspicious
circumstances, and those of individuals not under the care of a physician.
BUDGET IMPACTS:
Proposed adjustments will require a contract amendment and subsequent budget
adjustment.
ATTENDANCE:
Dr. Anne Onishi, MD
Maureen McCaffrey, PA-C
La'Nette Mason, Chief Medicolegal Death Investigator
Deschutes County
Who Are We?
(..)
Iti
13-
w
4-
C75
U
0
2
c
a)
2
z
C13
2
La'Nette Mason
c
0
cu
c
<
Homicide & Suicide
4-1
a--+ - vY
N - c
N o_
C Cl.)O
CU -C C
bA 4-0 al
c6 CO - .0
L.)-
O > •� O
4-1 U_
f0 a)cn 'V •C/; in
U`- S 4--0 Q
}, N 0 = N
•0) CO N
V 4-
i
U �' � 4—, N O v
U U —O o_ v U
,CO CO V i v fa dJ E E
a-+ O LE>E-0 a- U N 0
U c.O i = O c' E LE-0
O 73
•N N OV ,7 C
.� C _CU •� CO N
-o • O U • ca d. • .— ca f0
= .0 O • U NI�O iJ C
4-0 4-1 4-▪ -+ 4▪ -1 +-' i - +-1 .1--0 a--+ 4-0
CO CO CO CO CO .1-I CO CO C0 f0
00000�0000
f0
N
- N
U
C.).�
. . . . . . . . . . .
i
cu
c
(0
E
C
N
CU
CU
0
N
E
c/)
c
..c 0--
>.
4-'
cu
N =
C p
(1) U
QD. N
prg CD
a--+ S
CO U
..0 N
CD
CD
The authorities or medical
involved call one of
Someone dies or a
decedent is found
a
0-
O.. a
(p d-.+
C i
0 a j
qA a
No
> c a)
c
G t
f0 _
a
I -0 ( tlo
— N
>•
°- I a
4• <
and determines whether it's
an ME case
Head to toe body exam
Retrieval of bodily fluids
Obtain and review medical records
Prepare a report
Average of 4-6 hours per case
Occasionally 50-60 miles round tri
• o • o
tlp
L y-
0fte L
t(
/ C7,3
0
CU
c
4)
CO
0
CU
c
O
•2
(5
05
0
endent contractors
We are inde
• •
We investigate 600-700 cases a year
We get called about another 1000-1200 deaths per year
• •
+▪ a
C6
Q)
p
Ca
4A
CU
O
U
la
N
2
4-
0
C6
O
CO
c
CO
U
d)
E
Q
0)
▪ J
ID
CU
▪ i
0)
. N
1
4— s-
O O
N CO
c 4A
O +P
> N
_ v
O
•
State medical examiners are signing 1000 death certificates a year
State ME office is 10 physicians short
CIJ
CO
i
0
a-+
ll
Ca
CU
N
co
w
u
i
4-+
w
to
CO
Higher volume case Toad
More responsibility
We need funding for official training & certification
• •
Maureen and Annie are too busy
i
N
bO
CO
C
CO
2
N
v
4-
0
0
CO
s_
+.,
.E
-a
4—
CD
LE
w
E
0
4—
ID
aw
>
0
+J
CO
N
N
0
aJ
>-
4J
n
0
N
SD
• •
Cost of fuel
Value of our investigators' time
• •
We cannot use our personal devices for this work
•
Deschutes County Medical Examiner
2023-2024 Budget Request
• •
Mortuary Services
001-1200-412.33-25
**$120,000 annual salary
Medical Examiner/Deputy ME
001-1200-412-33-52
$75 per day/$2250 mo./$27,000 yr.
Medical Death Investigator
001-1200-412-33-80
**$90,000.00 annual salary
Office Manager/Lead Death investigator
*******
$5,000.00 Annually
Education/Training
001-1200-412-55-10
Travel Reimbursement
001-1200-412.58-70
$2,500.00 mo./$30,000.00 Annually
Utilities, Office/Medical Supplies
001-1200-412-61-55
**$200 per case - $133,000 estimate annually
Death Investigation State Reporting
*********
**Request office space ($500.00 current)
Office Space Rental Reimbursement
********
C C
0 0
C
Y Y
C C
430625, 430628, 430630, 430631 County Finance Charges
Office space costs
•
3
3
3
This country is short 500 forensic pathologists
Medical examiners should be forensic pathologists
_N
Q
cu
0
O
O
O
O
i
O
O
O
O
N
v
O
4-
X
a1
[6
cu
E
N
0
s
®
This is a triple board certification sub -speciality
Average salary would be in the $275,000 range
i
0.
z
0.
E
w
1)
L
c
O
L
0
co
QJ
O
1-
CO
0.
2
Q
0.
cts
GJ
O
E
cu
•- -0
.� O
▪ >
aJ
L.� o
O 41)
BOARD OF
COMMISSIONERS
AGENDA REQUEST & STAFF REPORT
MEETING DATE: July 24, 2023
SUBJECT: Senate Bills 391 and 644 Work Session - Rural Accessory Dwelling Unit (ADU)
Legislative Amendments
BACKGROUND AND POLICY IMPLICATIONS:
The Board will conduct a work session concerning local provisions for rural accessory
dwelling units (ADUs) as identified in Senate Bill 391 (file no. 247-22-000671-TA). This work
session is in preparation for a public hearing on July 26, 2023. The first of two required
public hearings on this matter was held with the Deschutes County Planning Commission
(Commission) on September 22, 2022. Staff will provide an overview of the proposed
amendments, recent state legislative changes, public comments received on the proposal
to date, and recommendations from the Commission.
BUDGET IMPACTS:
None
ATTENDANCE:
Kyle Collins, Associate Planner
Will Groves, Planning Manager
COMMUNITY DEVELOPMENT
MEMORANDUM
TO: Board of County Commissioners
FROM: Kyle Collins, Associate Planner
Will Groves, Planning Manager
DATE: July 19, 2023
SUBJECT: Senate Bills (SBs) 391 and 644 Work Session - Rural Accessory Dwelling Unit (ADU)
Legislative Amendments
I. OVERVIEW & RECENT CHANGES
The Board of County Commissioners (Board) will conduct a work session on July 24, 2023 concerning
local provisions for rural ADUs as identified in Senate Bill (SB) 3911 (file no. 247-22-000671-TA). This
work session is in anticipation of a public hearing on July 26, 2023, and will be the third work session
with the Board on these proposed amendments following previous actions during fall 2022 and
spring 2023.
Staff submitted an initial 35-day Post -Acknowledgement Plan Amendment (PAPA) notice to the
Department of Land Conservation and Development (DLCD) on August 17, 2022. A public hearing
was held with the Deschutes County Planning Commission (Commission) on September 22, 20222.
The Commission held deliberations on October 27, 20223 and the recommendations from that
meeting are discussed within provided attachments.
Since the Commission's initial public hearing on this proposal, legislation was passed by the Oregon
Legislature which requires several changes to the original proposed amendments to maintain
compliance with state standards. Specifically, SB 644 was recently passed which provides direction to
local jurisdictions looking to adopt rural ADU standards prior to formal release of the Statewide
Wildfire Hazard Map required by SB 762. Additionally, SB 80 was passed which alters the original
standards and terminology used within the forthcoming Statewide Wildfire Hazard Map. Further
details regarding SB 644 and SB 80 are discussed in following sections.
1 https://olis.oregonlegislature.gov/liz/2021R1/Downloads/MeasureDocument/SB0391/A-Engrossed
2 See Deschutes County Planning Commission September 22, 2022 Agenda for more information:
https://www.deschutes.org/bc-pc/page/planning-commission-17
3 See Deschutes County Planning Commission October 27, 2022 Agenda for more information:
https://www.deschutes.org/bc-pc/page/planning-commission-21
Given the passage of SB 644 and SB 80, along with the necessary amendment changes required by
the bills, staff conducted a work session with the Board on June 5, 2023 to understand preferred steps
on the ADU proposal moving forward. During that work session, the Board directed staff to reinitiate
PAPA notice proceedings with DLCD to capture the newest version of the amendments and provide
the Commission with an opportunity to review the revised amendments. Per Board direction, staff
submitted a revised 35-day PAPA notice to DLCD on June 7, 2023 and held a new work session with
the Commission on July 13, 2023.
Attached to this memorandum are:
• Staff Report and Draft Amendments (Attachment 1)4
• Memo Summarizing Planning Commission Recommendations, Public Comments, and Agency
Comments (Attachment 2)
• Memo Summarizing Anticipated Property Eligibility for Rural ADU Development (Attachment
3)
II. RECORD
The full record is available for inspection at the Planning Division and at the following website:
https://www.deschutes.orgiadu.
III. STATE REGULATIONS
SB 391 and SB 644 contain several provisions related to properties eligible for rural ADUs which
cannot be amended by counties. Those criteria and restrictions are highlighted in the table below:
Table 1: SB 391 & SB 644 — Rural Accessory Dwelling Unit Standards
Eligibility
Restrictions
1.
Rural Residential
Exception Areas,
Minimum Lot Size, and
Dwelling Requirements
•
•
•
Applies to Rural Residential (RR10), Multiple Use Agricultural (MUA10), Urban Area
Reserve (UAR-10), Suburban Residential (SR 2.5), and Westside Transect (WTZ) zones.
Lot or parcel must be at least two (2) acres in size.
One (1) single-family dwelling must be sited on the lot or parcel.
2.
Existing Dwelling
Nuisance
•
The existing single-family dwelling is not subject to an order declaring it a nuisance
or pending action under ORS 105.550 to 105.600.
3.
ADU Sanitation
Requirements
•
The ADU must comply with all applicable laws and regulations relating to
sanitization and wastewater disposal and treatment.
4.
ADU Square Footage
Requirements
•
The ADU cannot include more than 900 square feet of useable floor area.
5.
ADU Distance
Requirements
•
The ADU is required to be located no farther than 100 feet from the existing single -
family dwelling.
4 Within the proposed amendments, added language is shown underlined and deleted shown as strikethrough,
Page 2 of 7
Eligibility
Restrictions
6. ADU Water Supply
Requirements '
•
If the ADU is relying on a domestic well, no portion of the lot or parcel can be within
new or existing ground water uses restricted by the Water Resource Commission.
7. ADU Water Supply Source
Option
•
A county may require that an ADU be served by the same water supply source or
water supply system as the existing single-family dwelling, provided such is allowed
by an existing water right or a use under ORS 537.545 (exempt uses).5
8. ADU / Metolius Area of
Critical State Concern /
Limitations
•
No portion of a lot or parcel can be within a designated area of critical state concern.
9. ADU Setback
Requirements
•
The ADU is required to have adequate setbacks from adjacent lands zoned Exclusive
Farm Use (EFU) or Forest Use (F1 or F2).
10. ADU / Statewide Wildfire
Map Requirements
•
•
•
•
Applies to properties identified as high hazard and/or located within a designated
wildland urban interface (WUI) on the statewide wildfire hazard maps established
per SB 762 and SB 80.
ADUs on properties identified as high hazard are required to comply with the
Oregon Residential Specialty Code relating to wildfire hazard mitigation for the
mapped area (R327.4).
ADUs identified within a designated WUI on the statewide wildfire hazard maps are
required to comply with the minimum defensible space requirements for wildfire
risk reduction established by the State Fire Marshal under ORS 476.392.
Per SB 644, prior to release of the statewide wildfire hazard maps, all ADUs,
regardless of future hazard classification, are required to comply with the Oregon
Residential Specialty Code relating to wildfire hazard mitigation (R327.4).
11. ADU / Outside Wildland-
Urban Interface (WUI)
Area Requirements
•
If the ADU is not subject to ORS 477.015 to 477.061 (i.e. outside of the newly -defined
WUI), local jurisdictions can impose supplemental defensible space and fuel break
standards.
12. ADU Adequate Access
and Evacuation for
Firefighting
Requirements
•
Local regulations must ensure the ADU has adequate access for firefighting
equipment, safe evacuation, and staged evacuation areas
13. ADU Occupancy
Requirements
•
ADUs cannot be allowed for vacation occupancy, as defined in ORS 90.100.
14. ADU Land Division
Requirements
•
If an eligible property with an ADU is divided, the single-family dwelling and ADU
cannot be situated on a different lot or parcel.
15. ADU / Additional Units
•
A second ADU is not allowed.
5 https://oregon.public.law/statutes/ors_537.545
Page 3 of 7
IV. DESCHUTES COUNTY INTERPRETATIONS
Numerous portions of the SB 391 language were not defined during the legislative process and thus
were left open to interpretation by local jurisdictions that elect to allow rural ADUs. Specifically, the
following items were not explicitly defined:
• "Useable Floor Area" as related to the 900-square-foot size limitation for rural ADUs.
• The specific standards of the 100-foot site distance requirements for rural ADUs.
• Adequate access for firefighting equipment, safe evacuation, and staged evacuation areas.
As summarized in Table 2, staff drafted the proposed amendments to address these areas in the
following manner:
Table 2: Draft Interpretations
Undefined SB 391/SB 644
Standard
Draft County Interpretation
Useable Floor Area
•
Means the living space area of the accessory dwelling unit included within the
surrounding insulated exterior walls, exclusive of garages, carports, decks and porch
covers.
100-Foot Siting Distance
A unit must be located no farther than 100 feet from the existing single family
dwelling, measured from a wall of the single-family dwelling to the nearest part of
the"useable floor area" of the accessory dwelling unit.
Adequate Access and
Evacuation for Firefighting
Requirements
•
•
•
"Safe evacuation plan" means an identifiable route on a rights) -of -way and any
onsite driveways from the rural accessory dwelling unit to the staged evacuation
area.
"Staged evacuation area" means a public or private location that occupants of the
rural accessory dwelling unit may evacuate to reorganize.
"Adequate access" will be met be demonstrating a continuous, minimum 20-foot
width right(s)-of-way and any onsite driveways with a minimum vertical clearance of
13.5 feet, connecting an accessory dwelling unit with a fire protection service
provider with professionals who have received training or certification described in
ORS 1 81A.410. Any onsite driveways providing access to an accessory dwelling unit
must be improved and composed of an all-weather surface including asphalt or
concrete.
o Alternatively, property owners may demonstrate adequate access by providing
written certification from a fire protection service provider with professionals
who have received training or certification described in ORS 181A.410, on a
form prepared by Deschutes County, that access to the property meets
minimum fire district requirements to provide emergency services to the
property.
Page 4 of 7
The following items describe supplemental development standards to ensure efficient operations for
County staff and safe operations for any ADUs constructed within Deschutes County.
Miscellaneous Code Changes
These edits are broadly unrelated to updates from SB 644 or SB 80, but were completed based on
recommendations from agency partners, direction from County Legal Counsel, and to provide for
clear and objective standards. These supplementary edits are as follows:
• Updated the "adequate access" requirements for ADUs to provide a clear and objective option
for compliance, along with a more discretionary standard based on fire protection district
review.
• Included language to clarify that an ADU may be constructed simultaneously with a primary
dwelling.
• Included language to clarify that a previously constructed primary dwelling may be converted
to a lawful ADU, provided all relevant criteria are met.
• Included requirements confirming that any supplier of water is "Willing and Able to Serve" the
accessory dwelling unit shall be provided if the accessory dwelling unit is to be served by any
water source other than an onsite domestic well.
• Included language clarifying that any standards mandated by the Oregon Revised Statutes
(ORS) or the Oregon Administrative Rules (OAR) are not subject to the local variance provisions
of Deschutes County. This includes several components of the proposed ADU legislation.
Groundwater Protection
Due to vulnerable groundwater characteristics in southern Deschutes County, the Onsite Wastewater
Division recommends increasing the minimum lot or parcel size for rural ADUs to be at least five (5)
acres in size in this specific geographic area. The draft amendments as presented include this
provision. Additionally, in consultation with the Onsite Wastewater Division, staff has explored the
possibility of requiring advanced wastewater treatment systems for ADU development in southern
Deschutes County. Further details are included as part of the attached Commission Recommendation
and Discussion Memo (Attachment 2).
Additional Dwelling Units
Due to concerns regarding failing treatment systems and wastewater impacts, the Onsite Wastewater
Division recommends limiting properties constructed with ADUs from all future residential dwelling
development, including additional ADUs, medical hardship dwellings, temporary dwellings within
recreational vehicles, or similar uses. The draft amendments as presented include this provision.
Further details are included as part of the attached Commission Recommendation and Discussion
Memo (Attachment 2).
Page 5of7
V. WILDFIRE STANDARDS
Senate Bill 762
Certain properties in rural Deschutes County will likely be subject to new wildfire mitigation measures
as approved under SB 762.6 One of the primary pieces of SB 762 is the creation of a comprehensive
Statewide Wildfire Hazard Map to guide new wildfire regulations for development. The initial hazard
map was made available on June 30, 2022.7 However, based on significant concern from citizens and
interest groups through the state, the Oregon Department of Forestry (ODF) withdrew the initial map
to provide more time for additional public outreach and refinement of hazard classification
methodologies. At this time, it is staff's understanding that ODF anticipates releasing new draft
hazard maps in late 2023 or early 2024.
Due to the current unavailability of the wildfire hazard maps, staff cannot provide specific estimates
on the number of properties which may be subject to additional wildfire mitigation standards.
Additionally, per direction from County Legal Counsel (discussed in detail during a November 14,
2022 work session with the Board), the specific language of SB 391 originally mandated that no
properties would be eligible for rural ADUs, despite adoption of County standards which approve
said use within the County Comprehensive Plan and zoning ordinances, until such time as a new
iteration of a Statewide Wildfire Hazard Map is formally released by ODF.
The following discussion is specific to the effects of SB 762, prior to modification by SB 644. This
discussion is provided for reference, but the statute has been modified in important ways, as
discussed below.
Under SB 762, once these hazard maps are finalized, properties included in both a designated
Wildland Urban Interface (WUI) boundary and classified as high hazard will be subject to additional
development regulations. SB 762 requires that, at minimum, local governments ensure that
properties meeting both of these standards will be subject to:
1) Home hardening building codes as described in section R327 of the Oregon Residential
Specialty Code.
2) Defensible space standards as determined by the Oregon State Fire Marshal.
At present, the State Fire Marshal has yet to develop final statewide defensible space requirements.
Senate Bill 644
SB 644 was recently passed by the Oregon State Legislature9. SB 644 temporarily decouples the
Statewide Wildfire Hazard Map from the adoption of any local rules allowing rural ADUs. During any
6 SB 762 (2021)
7 https://oregonexplorer.info/tools
8 See Board of County Commissioners November 14, 2022 Agenda for more information:
https://www.deschutes.org/bcc/page/board-cou my-com missi oners-meeting-71
9 https://olis.oregonlegislature.gov/liz/2023R1/Downloads/MeasureDocument/SB644/Enrolled
Page 6 of 7
interim period where a local jurisdiction has adopted rules allowing rural ADUs and prior to the
release of the final hazard map, any constructed ADUs will be subject to the home hardening building
codes as described in section R327 of the Oregon Residential Specialty Code. Additionally, SB 644
requires that any ADUs constructed within a designated WUI shall meet the minimum defensible
space rules established by the State Fire Marshal.
SB 644 does not identify defensible space standards for ADUs constructed prior to the release of the
Statewide Wildfire Hazard Map. At the urging of County Legal Counsel, and to provide for clear and
objective standards, staff has proposed supplemental defensible space rules for all ADU
development which occurs prior to adoption and release of the Statewide Wildfire Hazard Map. The
proposed defensible space standards are based on existing rules within the Forest Use Zones (F1 and
F2) and would be effectively removed after final adoption of the hazard map.
Senate Bill 80
SB 80 was recently passed by the Oregon State Legislature10. SB 80 is still awaiting final signature
from the Governor, however staff believes final adoption is likely to occur in the coming weeks. SB 80
alters several components of the wildfire hazard map mandated by SB 762. As it relates to rural ADU
standards, SB 80 changes the name of the "Statewide Map of Wildfire Risk" to the "Statewide Wildfire
Hazard Map." Additionally, the bill reduces the number of hazard classifications from five to three:
high, moderate, and low. The currently proposed ADU amendments reflect these changes where
appropriate.
VI. NEXT STEPS
As discussed above, the Board will hold a public hearing on the proposed amendments July 26, 2023.
Attachments:
1. Staff Report and Draft Amendments
2. Memo Summarizing Planning Commission Recommendations, Public Comments, and Agency
Comments
3. Memo Summarizing Anticipated Property Eligibility for Rural ADU Development
70 https://olis.oregonlegislature.gov/liz/2023R1/Downloads/MeasureDocument/SB80/Enrolled
Page7of7
COMMUNITY DEVELOPMENT
STAFF REPORT
FILE NUMBER: 247-22-000671-TA
APPLICANT: Deschutes County Community Development
117 NW Lafayette Avenue
Bend, Oregon 97703
PROPERTY
OWNER: N/A
REQUEST: Pursuant to Senate Bills (SB) 391 and 644, Text Amendments to allow an owner
of a lot or parcel within a rural residential exception area to construct one
accessory dwelling unit (ADU) subject to certain restrictions and limitations.
STAFF CONTACT: Kyle Collins, Associate Planner
I. APPLICABLE CRITERIA:
Deschutes County lacks specific criteria in DCC Titles 18, 19, 22, or 23 for reviewing a legislative text
amendment. Nonetheless, since Deschutes County is initiating a legislative text amendment, the
County bears the responsibility for justifying that the amendments are consistent with Statewide
Planning Goals and its existing Comprehensive Plan
II. BASIC FINDINGS:
A. Senate Bill 391
On June 23, 2021, the Oregon Legislature adopted Senate Bill (SB) 391, which authorizes counties to
allow an owner of a lot or parcel within a rural residential exception area to construct one accessory
dwelling unit (ADU) subject to certain restrictions and limitations.1 SB 391 does not obligate a county
to allow ADUs, nor does it prohibit a county from imposing any additional restrictions beyond what
is mandated in state law.
Rural residential exception areas and their corresponding zones exist throughout Oregon. By
definition, rural residential zones exist outside urban growth boundaries (UGBs), but are excluded
1 https://olis.oregonlegislature.gov/liz/2021R1/Downloads/MeasureDocument/SB391
117 NW Lafayette Avenue, Bend, Oregon 97703 P.O. Box 6005, Bend, OR 97708-6005
`$,'(541) 388-6575 @cdd@deschutes.org sc: www.deschutes.org/cd
from the state's resource land (farm and forest zone) protections. While the protections afforded to
resource lands allow residential uses only in conjunction with a farm or forest use, rural residential
zones allow a dwelling as a primary use of the land. Prior to the adoption of SB 391, state law allowed
counties to permit an additional dwelling on a property containing a house built prior to 1945.2
However, unlike urban zones, rural residential zones did not have other by -right accessory dwelling
options, making inter -generational and alternative housing options difficult to achieve.
SB 391 only authorizes ADUs on lands zoned for rural residential use. Areas zoned for rural
residential use are defined by ORS 215.501 to mean "land that is not located inside a UGB as defined
in ORS 195.060 (Definitions) and that is subject to an acknowledged exception to a statewide land
use planning goal relating to farmland or forestland and planned and zoned by the county to allow
residential use as a primary use." The applicable zoning designations in Deschutes County for these
lands are Multiple Use Agricultural (MUA-10), Rural Residential (RR-10), Suburban Low Density
Residential (SR 2.5), Urban Area Reserve (UAR-10), and Westside Transect Zone (WTZ).
B. Senate Bill 644
On May 8, 2023, the Oregon Legislature adopted Senate Bill (SB) 644, which amends requirements
relating to wildfire hazard mitigation for development of accessory dwelling units on lands zoned
for rural residential use.' Prior to adoption of SB 644, counties were required to wait for final
adoption of the Statewide Map of Wildfire Risk (Statewide Wildfire Hazard Map) from the Oregon
Department of Forestry (ODF) as identified in SB 7624 prior to adoption of any local administering
rural ADU standards. SB 644 decouples adoption of the Statewide Map of Wildfire Risk (Statewide
Wildfire Hazard Map) from the adoption of any local rules allowing rural ADUs. During any interim
period where a local jurisdiction has adopted rules allowing ADUs and prior to the release of the
final map, any constructed ADUs will be subject to the home hardening building codes as described
in section R327 of the Oregon Residential Specialty Code.
C. Deschutes County Rural ADU Ordinance
In addition to only applying to lands recognized as rural residential exception areas, SB 391 also
contains minimum criteria that must be met for a lot or parcel to qualify for an ADU. Many of those
criteria are general in nature and therefore require counties to provide their own interpretations or
definitions. At the same time, SB 391 contains several provisions related to wildfire hazard
mitigation, which relied on and referred to actions at the state level as directed by the passage of
SB 762, a comprehensive wildfire hazard mitigation bill.' While wildfire requirements were being
created at the state level, staff worked with the Board of County Commissioners to "translate" the
language of SB 391 into the local code presented in these amendments.
2 House Bill 3012 (2017).
3 https://olis.oregonlegislature.gov/liz/2023R1/Downloads/MeasureDocument/SB644/Enrolled
4 https://olis.oregonlegislature.gov/liz/2021 R1 /Downloads/MeasureDocument/SB762/Enrolled
5 SB 1533 (2022) corrected broken links in SB 762 related to wildfire mapping.
247-22-000671-TA Page 2 of 43
III. PROPOSAL:
This is a legislative text amendment to Deschutes County Code (DCC), Title 18, County Zoning, and
Title 19, Bend Urban Growth Boundary Zoning Ordinance. The primary purpose of the amendments
is to allow rural ADUs per the adoption of SB 391 and SB 644. The proposal creates two new
subsections (effectively the same, but pertaining to different zones in Titles 18 and 19) that govern
the criteria for rural ADUs. Table 1 provides a summary of each provision of the amendments.
Table 1 - SB 391 & SB 644 Requirements
Topic
SB 391/SB 644 Requirements
Comment
Single Family Dwelling
SB 644 Section 1(2)(c) requires one single-family
dwelling to be located on the lot or parcel.
DCC 18.116.355(B)(1)cnd DCC
19.92.160(B)(1) are consistent with
SB 391/SB 644.
Urban Reserve Area
SB 644 Section 1(2)(a) requires that the lot or
parcel is not located within an area designated as
an urban reserve as defined in ORS 195.137. In
Deschutes County, the Redmond Urban Reserve
Area is the only urban reserve that meets this
definition.
DCC 18.116.355(B)(2) is consistent
with SB 391/SB 644. Redmond's
Urban Reserve Areas is not near
{ands zoned in Title 19therefore it
,
is not cited in DCC 19.92.160.
Nonresource Lands
SB 644 Section 1(1)(b) requires that "Area zoned
for rural residential use" has the meaning given
that term in ORS 215.501.
ORS 215.501(1)(b), "Area zoned for rural
residential use" means land that is not located
inside an urban growth boundary as defined in
ORS 195.060 (Definitions) and that is subject to an
acknowledged exception to a statewide land use
planning goal relating to farmland or forestland
and planned and zoned by the county to allow
residential use as a primary use.
Pursuant to DLCD, Acknowledged
nonresource plan amendments
and zone changes from Exclusive
Farm Use (EFU) to RR 10 or MUA
10 are eligible for an ADU.
Areas of Critical State
Concern
SB 644 Section 1(2)(i) requires that no portion of
the lot or parcel is within a designated area of
critical state concern. Areas of critical state
concern are generally defined in ORS 197.405 and
apply to the Metolius Area of Critical State
Concern in ORS 197.416.
DCC 18.116.355(6)(3) is consistent
with SB 391/SB 644. The Metolius
Area of Critical State Concern is
not near lands zoned in Title 19,
therefore it is not cited in DCC
19.92.160,
Minimum Lot Size
SB 644 Section 1(2)(b) requires the subject lot or
parcel be at least two acres in size.
DCC 18.116.355(B)(4) and DCC
19.92.160(B)(2) are consistent with
SB 391/SB 644.
DCC 18.116.355(6)(4) requires a
minimum lot or parcel to be at
least 5 acres in size south of
Sunriver due to groundwater
protection.
247-22-000671-TA
Page 3 of 43
Topic
SB 391/SB 644 Requirements
Comment
Setbacks
SB 644 Section 1(2)(m)(A) requires that the ADU
has adequate setbacks from adjacent lands
zoned for resource use.
DCC 18.116.355(B)(5) and DCC
19,92.160(B)(3)are consistent with
SB 391. Both require a minimum
setback of 100 feet between the
ADU and adjacent EFU and Forest
Use zoned (F-1, F-2) properties.
ADU Size
SB 644 Section 1(2)(f) limits the size of the ADU to
900 square feet of useable floor area.
DCC 18.116.355(B)(6) and DCC
19.92.160(B)(4) are consistent with
SB 391/SB 644.
Usable floor area is defined as,
"the area of the accessory dwelling
unit included within the
surrounding insulated exterior
walls, exclusive of garages,
carports, decks and porch covers."
Distance from Dwelling
SB 644 Section 1(2)(g) requires the ADU to be
located no farther than 100 feet from the single
family dwelling.6
DCC 18.116.355(6)(7) and DCC
19.92.160(B)(5) are consistent with
SB 391 /SB 644,
Both require the ADU be located
no farther than 100 feet from the
existing single family dwelling,
measured from a wall of the
single-family dwelling to the
nearest part of the useable floor
area of the ADU.
Sanitation and
Wastewater
SB 644 Section 1(2)(e) requires the ADU to comply
with applicable sanitation and wastewater
regulations.
DCC 18.116.355(6)(8) and DCC
19.92.160(B)(6) are consistent with
SB 391/SB 644.
Fire Protection District
Service
SB 644 Section 1(2)(j) req• uires the lot or parcel be
served by a fire protection service provider with
professionals who have received training or
certification described in ORS 181A.410.
DCC 18.116.355(B)(9)and DCC
19 92.160(8)(7) are consistent with
SB 391/SB 644.
Access and Evacuation
SB 644 Section 1(2)(m)(B) requires that the ADU
has adequate access for firefighting equipment
and safe evacuation and staged evacuation areas.
DCC 18.116.355(B)(10) and DCC
19.92.160(B)(8) are consistent with
SB 391/SB 644.
As an alternative standard, both
sections allow certification of
access by the applicable fire
protection district and that there
are evacuation plan and
authorized staged evacuation
areas.
6 The bill language and legislative history are unclear if the entire ADU must be entirely within 100 feet of the dwelling or
just a portion. Local governments are therefore granted deference to interpret this provision.
247-22-000671-TA
Page 4 of 43
Topic
SB 391/SB 644 Requirements
Comment
Wildland Urban Interface
(WUI) Defensible Space
Requirements
SB 644 Section 1(2)(k) requires that if the lot or
parcel is in an area identified on the statewide
map of wildfire risk described in ORS 477.490 as
within the wildland-urban interface, the lot or
parcel and accessory dwelling unit comply with
any applicable minimum defensible space
requirements for wildfire risk reduction
established by the State Fire Marshal under ORS
476.392 and any applicable local requirements
for defensible space established by a local
government pursuant to ORS 476.392
DCC 18:116:355(B)(12)dnd DCC
19.92,160(B)(10) are consistent
with SB 391/SB 644.
Consistent with SB 644, the code
sections identify alternatives for
properties wishing to develop
rural ADUs prior to and after the
adoption of the State Map of
Wildfire Risk identified in SB 762.
Wildland Urban Interface
(WUI) Fire Hardening
SB 644 Section 1(2)(I)(A) requires that if the lot or
parcel is in an area identified on the statewide
map of wildfire risk described in ORS 477.490, the
ADU must comply with R327 (fire hardening
standards) in the Oregon Residential Specialty
Code.
SB 644 Section 1(2)(I)(B) requires that if no
statewide map of wildfire risk has been adopted,
the ADU must comply with R327 (fire hardening
standards) in the Oregon Residential Specialty
Code
DCC 18.116.355(B)(11) and DCC
19.92.160(B)(9) are consistent with
SB 391/SB 644.
Consistent with SB 644, the code
sections identify alternatives for
properties wishing to develop
rural ADUs prior to and after the
adoption of the State Map of
Wildfire Risk identified in SB 762.
Nuisance
SB 644 Section 1(2)(d) requires the existing single-
family dwelling property on the lot or parcel is not
subject to an order declaring it a nuisance or
subject to any pending action under ORS 105.550
to 105.600.
DCC 18.116.355(B)(13) and DCC
19.92.160(B)(11) are consistent
with SB 391/SB 644.
Subdivision and Other
Accessory Dwelling
Unit Limitations
SB 644 Section 1(2)(m)(C)(4)(a) and (b) preclude a
subdivision, partition or other division of the lot
or parcel so that the existing single-family
dwelling is situated on a different lot or parcel
than the ADU; and precludes construction of an
additional ADU on the same lot or parcel.
DCC 18.116.355(6)(14) and DCC
19.92.160(B)(12) are consistent
with SB 391/SB 644.
Water Supply
SB 644 Section 1(2)(m)(C)(5) allows a county to
require that the ADU be served by the same
water source or water supply system as the
existing single-family dwelling. If the ADU is
served by a well, the construction of the ADU
shall maintain all setbacks from the well required
by the Water Resources Commission or Water
Resources Department.
DCC 18.116.355(B)(15) and DCC
19.92.160(6)(13) are consistent
with SB 391/SB 644.
While not requiring the same
water source, DCC
18.116.355(B)(15) and DCC
19.92.160(6)(13) require setbacks
from the well to be maintained
from an ADU.
247-22-000671-TA
Page 5 of 43
Topic
SB 391/SB 644 Requirements
Comment
Water Right Exempt Use
SB 644 Section 1(2)(m)(C)(6) recognizes that a
single-family dwelling and an ADU are considered
a single unit and therefore do not require a
groundwater permit from the Oregon Water
Resources Department.
DCC 18.116.355(B)(17) and DCC
19.92.160(B)(15) are consistent
with SB 391 /SB 644.
Water Right Restrictions
SB 644 Section 1(2)(h) requires that no ADUs be
permitted in areas if the water supply source for
the accessorydwelling unit or associated lands or
gardens will be a well using water under ORS
537.545 (1)(b) or (d), no portion of the lot or
parcel is within an area in which new or existing
ground water uses under ORS 537.545 (1)(b) or
(d) have been restricted by the Water Resources
Commission'.
DCC 18.116.355(B)(18) and DCC
19.92.160(B)(16) are consistent
with SB 391/SB 644.
Vacation Occupancy
SB 644 Section 1(2)(m)(C)(3) prevents an ADU
from being used for vacation occupancy as
defined in ORS 90.100.
DCC 18.116.355(6)(19) and DCC
19.92.160(6)(17) are consistent
with SB 391/SB 644,
Both require a restrictive covenant
be recorded to ensure compliance.
IV. FINDINGS:
CHAPTER 22.12, LEGISLATIVE PROCEDURES
Section 22.12.010.
Hearing Required
FINDING: This criterion will be met because a public hearing was held before the Deschutes
County Planning Commission and Board of County Commissioners.
Section 22.12.020, Notice
Notice
A. Published Notice
1. Notice of a legislative change shall be published in a newspaper of general
circulation in the county at least 10 days prior to each public hearing.
2. The notice shall state the time and place of the hearing and contain a statement
describing the general subject matter of the ordinance under consideration.
7 Deschutes County does not contain any critical groundwater areas as defined by the Water Resources Commission.
247-22-000671-TA Page 6 of 43
FINDING: This criterion will be met as notice was published in the Bend Bulletin newspaper for the
Planning Commission public hearing, and the Board of County Commissioners' public hearing.
B. Posted Notice. Notice shall be posted at the discretion of the Planning Director and
where necessary to comply with ORS 203.045.
FINDING: Posted notice was determined by the Planning Director not to be necessary.
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 legislative amendments do not apply to any specific property, no
individual notices were sent.
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.
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 of County Commissioners, and has received a fee waiver. This criterion is met.
Section 22.12.040. Hearings Body
A. The following shall serve as hearings or review body for legislative changes in this
order:
1. The Planning Commission.
2. The Board of County Commissioners.
B. Any legislative change initiated by the Board of County Commissioners shall be
reviewed by the Planning Commission prior to action being taken by the Board of
Commissioners.
FINDING: The Deschutes County Planning Commission held the initial public hearing on September
22, 2022 and subsequently reviewed the proposed amendments on July 13, 2023. The Board then
held a public hearing on July 26, 2023. These criteria are met.
247-22-000671-TA Page 7 of 43
Section 22.12.050 Final Decision
All legislative changes shall be adopted by ordinance
FINDING: The proposed legislative changes will be implemented by Ordinance No. [number TBD]
upon approval and adoption by the Board of County Commissioners. This criterion will be met.
B. Statewide Planning Goals and Guidelines
Goal 1: Citizen Involvement: The amendments do not propose to change the structure of the
County's citizen involvement program. Notice of the proposed amendments was provided to the
Bulletin for the Board public hearing.
Goal 2: Land Use Planning: This goal is met because ORS 197.610 allows local governments to initiate
post acknowledgments plan amendments (PAPA). An Oregon Land Conservation and Development
Department 35-day notice was initiated on August 17, 2022. An Oregon Land Conservation and
Development Department 35-day notice was reinitiated on June 7, 2023 to capture amendments
required by state legislative action. The Planning Commission held a public hearing on September
22, 2022 and the Board of County Commissioners held a public hearing on July 26, 2023. The
Findings document provides the adequate factual basis for the amendments.
Goal 3: Agricultural Lands: No changes related to agricultural lands are proposed as part of the text
amendments. This goal does not apply.
Goal 4: Forest Lands: No changes related to forest lands are proposed as part of the text
amendments. This goal does not apply.
Goal 5: Open Spaces, Scenic and Historic Areas, and Natural Resources: By adopting SB 391 in 2021
and SB 644 in 2023, the Oregon Legislature added a new use, ADU, to rural residential exception
areas. Local governments can choose to allow this use by: 1) amending their zoning codes and
complying with SB 391 /SB 644's development standards. Goal 5 does not apply.
However, to the extent that it does, local governments 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. Certain areas in rural Deschutes County, zoned MUA-10 and RR-
10 contain Goal 5 resources because they are overlaid with a Wildlife Area Combining Zone. Two
zoning codes are being amended to allow Rural ADUs and are therefore subject to an ESEE Analysis.
No other changes to the code warrant specific ESEE Analysis as they are not adding new uses that
conflict with Goal 5 resources. The ESEE analysis is included in AppendixA which is attached to this
document.
Goal 6: Air, Water and Land Resources Quality: The proposed text amendments do not propose
changes to the County's Comprehensive Plan policies or implementing regulations for compliance
with Goal 6, and therefore are in compliance. However, it is worth noting that the amendments
preclude citing an ADU south of Sunriver on Tots or parcels less than 5 acres. The eligible lot or parcel
247-22-000671-TA Page 8 of 43
size in this area of the County is 5 acres or larger. In the RR-10 zone south of Sunriver, there are
1,129 tax lots between 2 acres or larger, and 319 tax lots 5 acres or larger.
Goal 7: Areas Subject to Natural Disasters and Hazards: The proposed text amendments do not
propose to changes the County's Comprehensive Plan or implementing regulations regarding
natural disasters and hazards; therefore, they are in compliance. Eligible properties subject to SB
762/SB 644 and those constructed prior to adoption of the State Map of Wildfire Risk, will be
required to comply with Oregon Residential Specialty Code (R327) to fire harden the ADU and
coordinate with the Oregon State Fire Marshal or local fire protection districts to ensure the
property has defensible space.
Goal 8: Recreational Needs: Accessory Dwelling Units are not a recreational use or need. This goal
does not apply.
Goal 9: Economic Development: Accessory Dwelling Units are not primarily economic in nature. This
goal does not apply.
Goal 10: Housing: This goal is not applicable because unlike municipalities, unincorporated areas
are not obligated to fulfill certain housing requirements.
Goal 11: Public Facilities and Services: Accessory Dwelling Units 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 and would need to be applied on a property specific, needs related
basis. This goal does not apply.
Goal 12: Transportation: By adopting SB 391 in 2021 and SB 644 in 2023, the Oregon Legislature
added a new use, ADUs, to rural residential exception areas. Local governments can choose to allow
this use by amending their zoning codes and complying with SB 391/SB 644's development
standards. ADUs will still be subject to Transportation System Development Charges (SDCs) prior to
the issuance of a building permit.
To the extent that the Transportation Planning Rule at OAR 660-012-0060 does apply, staff notes
the following comments from the County's Senior Transportation Planner:
The Transportation Planning Rule (TPR) at OAR 660-012-0060 requires a determination if a
new land use regulation will significantly affect a transportation facility. Approximately 9,831
Tots could be eligible for a rural accessory dwelling unit (ADU) based on zoning and size of
the tax lot with roughly 3,000 tax lots being eligible immediately. The remaining roughly
6,000 tax lots' eligibility will need to be determined based on the wildfire rules and
requirements in development based on Senate Bill (SB) 763 [sic].
The potential lots for a rural ADU are geographically spread out:
• Bend area: 3,876 lots
247-22-000671-TA Page 9 of 43
• Redmond area: 2,886 lots
• Sisters area: 1,576 lots
• South County: 1,123 lots
The County is currently updating its 2010-2030 Transportation System Plan (TSP) to 2020-
2040. The analysis of future traffic volumes only indicated a few intersections that would not
meet County performance standards. Both were tied to the Deschutes Junction interchange
at US 97/Deschutes Market Road-Tumalo. The TSP has planned improvements to mitigate
the deficiencies at those intersections.
The geographic distribution of the lots, the adequate reserve capacity on the County system,
the low trip generation of each home, an average of nine daily trips, including one p.m. peak
hour trip, and the fact the lots will develop over years and years, means the road system is
adequate to handle the traffic volumes generated by rural ADUs.
The rural ADUs do not result in any changes to the County's functional classifications or
access management policies. The County collects transportation system development
charges (SDCs) for all new developments, including single-family homes. The SDC rate is
indexed to construction costs and resets every July 1. As a rural ADU is essentially a second
home on the property, the County would collect SDCs as each rural ADU develops. The
current SDC rate for a single-family home is $4,115. If the SDC rate remained unchanged,
which is highly unlikely, the 9,831 lots would generate $38.6 million dollars in SDCs.
The addition of a second rural ADU on approximately 9,381 lots will not create a significant
nor adverse effect to the County transportation system and thus complies with the TPR.
Goal 13: Energy Conservation: Any future site -specific application for an ADU will be required to
incorporate energy conservation measures through the Oregon Building Code. This goal does not
apply.
Goal 14: Urbanization: The purpose of Goal 14 is to direct urban uses to areas inside UGBs. As the
proposed amendments do not seek to allow urban uses on rural land, nor do they seek to expand
an existing urban growth boundary, this goal does not apply.
Goals 15 through 19: Deschutes County does not contain any of the relevant land types included in
Goals 15-19. Therefore these goals do not apply.
C. Deschutes County Comprehensive Plan
Chapter 3, Rural Growth
Section 3.3, Rural Housing
247-22-000671-TA Page 10 of 43
3.3.5 Maintain the rural character of the County while ensuring a diversity of housing opportunities,
including initiating discussions to amend State Statute and/or Oregon Administrative Rules to
permit accessory dwelling units in Exclusive Farm Use, Forest and Rural Residential zones.
FINDING: Implementing SB 391 and SB 644, which allows ADUs to be sited in rural residential
exception areas, is consistent with Policy 3.3.5.
V. CONCLUSION:
Based on the information provided herein, the staff recommends the Board of County
Commissioners approve the proposed text amendments to allow an owner of a lot or parcel within
a rural residential exception area to construct one accessory dwelling unit (ADU) subject to certain
restrictions and limitations.
247-22-000671-TA Page 11 of 43
ural Accessory i welling Unit Text
end ent
Appendix A: ESEE Analysis Document to
File No. 247-22-000671-TA
Deschutes County Community Development
July 5, 2023
247-22-000671-TA Page 12 of 43
Table of Contents
Chapter 1: Overview of Goal 5 and ESEE Analyses 11
Chapter 2: Deschutes County Goal 5 Inventory and Methodology 14
Chapter 3: Conflicting Use Analysis 16
Chapter 4: Impact Areas 19
Chapter 5: ESEE Analysis 20
Chapter 6: ESEE Decision 27
Chapter 7: Program to Achieve Goal 5 28
References
Attachment 1 - Deschutes County Goal 5 Inventory Summary Table
Attachment 2 - Inventory Site Maps
247-22-000671-TA Page 13 of 43
Chapter 1: Overview of Goal 5 and ESEE Analyses
Introduction
This appendix report was prepared to supplement the findings document associated with File No.
247-22-000671-TA. Deschutes County is amending Deschutes County Code (DCC), Titles 18 and 19
to allow Rural Accessory Dwelling units (ADUs) consistent with Senate Bill (SB) 391 (2021) and SB
644 (2023) in Multiple Use Agricultural (MUA-10), Rural Residential (RR-10), Suburban Low Density
Residential (SR 2.5), Urban Area Reserve (UAR-10), and Westside Transect Zones (WTZ). DCC Chapter
18.88 is the Wildlife Area (WA) Combining Zone, which recognizes four Goal 5 inventories: Antelope
Range, Deer Migration Corridor, Deer Winter Range, and Significant Elk Habitat. Certain areas in
rural Deschutes County, zoned MUA-10 and RR-10, are overlaid with a Deer Migration Corridor, Deer
Winter Range, and/or Significant Elk Habitat.
In addition, there are some areas zoned MUA-10 and RR-10 that contain Goal 5 riparian resources
and their associated fish, furbearer, waterfowl, and upland game bird habitat. Recognizing that an
ADU is a new conflicting use in the WA Combining Zone, Deschutes County is applying Goal 5 in
consideration of this Post Acknowledgment Plan Amendment (PAPA). The full findings document
provides additional detail and background information regarding the intent of the amendments and
compliance with other applicable local and state regulations outside of Statewide Land Use Planning
Goal 5 - Natural Resources, Scenic and Historic Areas, and Open Spaces.
Deschutes County Goal 5 Program
The purpose of Goal 5 is "to protect natural resources and conserve scenic and historic areas and
open spaces." Local governments, as part of the Comprehensive Planning process, are required to
inventory the extent, location, quality, and quantity of significant natural resources within their
jurisdictional boundaries. Following this inventory, local governments then conduct an economic,
social, environmental, and energy (ESEE) analysis to determine the extent to which land uses should
be limited in order to adequately protect significant resources. Following an ESEE analysis,
governments then establish a program to protect significant natural resources. Deschutes County
established its initial Goal 5 natural resource inventory, ESEE analyses, and protection programs
between the years of 1988-1994, as part of periodic review.
In reviewing this document, it is important to acknowledge there are six policies and development
standards within the Deschutes County Comprehensive Plan and DCC that were established
through ESEEs over time that could still limit the development of ADUs near inventoried Goal 5
resources. Deschutes County finds the proposed amendments do not alter the following existing
protections.
1. Setback Protections: 100-foot structural setback from the ordinary high water mark
(OHWM) of rivers and streams.
247-22-000671-TA Page 14 of 43
2. Scenic Protections: Development near rivers in the Landscape Management
Combining Zone must be reviewed for aesthetic compatibility.
3. Wetland Protections: Prohibition of fill or removal of any material or wetland
vegetation, regardless of the amount, within the bed and banks of any stream or
river or in any wetland unless approved as a conditional use.
4. Mitigation Protections: Impacts to any wetland or riverbank impacts to be fully
mitigated, as evaluated by Oregon Department of Fish and Wildlife (ODFW).
5. Flood Plain Protections: All new construction, expansion or substantial improvement
of an existing dwelling, an agricultural related structure, a commercial, industrial or
other non-residential structure, or an accessory building in a designated Flood Plain
must obtain a conditional use permit.
6. Combining Zone Requirements: Deer Migration Corridor, Deer Winter Range, Elk
Habitat, and Sensitive Bird and Mammal Habitat have site specific requirements
including development setbacks and/or seasonal construction requirements to
prevent impacts to sensitive species and habitat.
Required Steps and Discretionary Review
Local governments are required to comply with Goal 5 when a PAPA 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.8 Deschutes County is amending the MUA-10, RR-10, SR 2.5, UAR-10 and WTZ zoning chapters
to allow ADUs consistent with SB 391 (2021) and SB 644 (2023).
ADUs have the potential to generate a certain level of noise and habitat alteration. As this new use
could potentially impact Goal 5 resources, Deschutes County is conducting an ESEE Analysis to
identify potential consequences and protections related to the amendments. ADUs will be added
as a new permitted use in the MUA-10, RR-10, SR 2.5, UAR-10 and WTZ zones. As shown below, only
two of those zones, MUA-10 and RR-10 contain Goal 5 resources and are being reviewed as part of
this ESEE analysis.
Table 2: Zones Containing Goal 5 Resources
• DCC Chapter 18.32, Multiple Use Agricultural
Zone
• DCC Chapter 18.60, Rural Residential Zone
• DCC Chapter 19.12, Urban Area Reserve Zone
• DCC Chapter 19.20, Suburban Low Density
Residential Zone
• DCC Chapter 19.22, Westside Transect Zone
8 OAR 660-023-0250(3)(b)
247-22-000671-TA
Page 15 of 43
ESEEs are meant to be analytical tools. The content of the ESEE is discretionary and is intended to
be conducted by planning staff using existing information. An ESEE is not meant to focus exclusively
on environmental impacts such as an Environmental Impact Statement (EIS) under the National
Environmental Policy Act (NEPA). Additionally, Goal 5 explains "the ESEE analysis need not be lengthy
or complex, but should enable reviewers to gain a clear understanding of the conflicts and the
consequences to be expected." 9 In utilizing this analytical tool, there are a few steps jurisdictions
must include and address in accordance with OAR 660-023 - Procedures and Requirements for
Complying with Goal 5:
1. Identify Conflicting Uses - Does the land use or activity negatively impact natural resources?
2. Determine Impact Area - What is the geographic extent to which land uses or activities
adjacent to natural resources could negatively impact those resources?
3. Analyze ESEE Consequences - What are the positive and negative consequences (both for
development and natural resources) of a decision to fully protect natural resources, fully
allow conflicting uses, or limit conflicting uses?
4. Develop a program - How and to what extent will the natural resources be protected based
on the ESEE analysis?
A response to each of these steps is included throughout this report. The relevant page and chapter
can be found in the table of contents.
9 OAR 660-023-0040(1)
247-22-000671-TA Page 16 of 43
Chapter 2: Deschutes County Goal 5 Inventory and Methodology
660-23-0030 - Inventory Goal 5 Resources
Stemming from periodic review, Deschutes County adopted inventories for a variety of Goal 5
natural resources (Attachment 1). Some of these resources have mapped geographic boundaries
such as Deer Winter Range, whereas others are described as being located in general areas - such
as furbearer habitat in riparian corridors. The inventories were produced at a countywide scale,
with additional detail for the Deschutes River and its tributaries through the Deschutes County/City
of Bend River Study. County staff digitized these habitat boundaries into Geographic Information
Systems (GIS) shape files in the 2000s for public awareness. The shape files were created from hard
copy maps and descriptions found in the ordinances establishing the County's Goal 5 program, in
consultation with the Oregon Department of Fish and Wildlife (ODFW).
Maps provided in this document include inventoried habitat that spatially overlaps with the MUA-
10 and RR-10 zones impacted by the proposed text amendments (Attachment 2). The habitat areas
include: deer migration corridor, deer winter range, elk habitat, flood plain, and wetlands. Staff
utilized the County's WA Combining Zone layers to determine the general extent of habitat for big
game species as the Combining Zone was designed to cover a larger area than the habitat itself
(Ordinance 92-046). Inventoried streams and rivers are shown on the map, as well as wetlands and
flood plains. Goal 5 Riparian areas (flood plain, wetlands and 100 feet measured from ordinary high
water mark) associated with these water bodies is also the habitat area for fish, furbearers,
waterfowl, and upland game birds (Ordinance 92-041, 94-007). As the proposed text amendments
are legislative and do not impact any specific properties, staff did not review Goal 5 impacts on an
individual parcel level basis. Instead staff identified the following potential resource sites in which
the allowance of ADUs could potentially intersect with Goal 5 resources:
Riverine Resources: Some properties in the MUA-10 and RR-10 zones are located in relative
proximity to the Deschutes River, Little Deschutes River, Paulina Creek, and Whychus Creek and its
associated Goal 5 Riparian Area.10 Ordinance 92-041 stated the following additional Goal 5
resources depend on riparian corridors for habitat: furbearer, waterfowl, and upland game bird
habitat. As the extent of the habitat locations for these species are not detailed in a boundary
description or on a map, staff assumes the species habitat is found entirely inside the Riparian Area
boundary shown in Attachment 2,
Wildlife Area Combining Zone: The WA Combining Zone was adopted as a protection measure for
antelope, deer, and elk in Deschutes County. As an overlay zone, the mapped area conservatively
identified typical habitat and migration areas and provided additional development requirements
to ensure impacts to wildlife are properly mitigated alongside the underlying base zone regulations.
The zone encompasses the previously inventoried area for Antelope Range, Deer Migration
10 There are 386 RR-10 tax lots, two acres or greater that abut the Little Deschutes River or Deschutes River and 505 tax
lots that are split -zoned RR-10 or MUA-10 with the Flood Plain Zone. The Flood Plain Zone is not recognized as a rural
residential exception area. RR-10 and MUA-10 split zoned properties will be required to contain the minimum lot or parcel
area to qualify for an ADU.
247-22-000671-TA Page 17 of 43
Corridor, Deer Winter Range, and Significant Elk Habitat. The proposed amendments add a
conflicting use, ADUs which affect three habitat ranges in MUA-10 and RR-10: Deer Migration
Corridor, Deer Winter Range, and Significant Elk Habitat. These habitat ranges are shown in
Attachment 2. The maps include federal land. However, these properties are not subject to
Deschutes County land use regulations.
The Deschutes County Goal 5 inventory also includes scenic and open space sites such as Landscape
Management Rivers and Streams, State Scenic Waterways and Federal Wild and Scenic Rivers, and
Ecologically and Scientifically Significant Natural Areas - Little Deschutes River / Deschutes
Confluence (Attachment 1). As these are resources associated with mitigating visual impacts and do
not impact development potential, they are not impacted by the proposed amendments and
therefore are not reviewed in this document.
247-22-000671-TA Page 18 of 43
Chapter 3: Conflicting Use Analysis
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.
Deschutes County is proposing to add ADUs in the MUA-10 and RR-10 zones in the WA Combining
Zone. ADUs could be a conflicting use to significant Goal 5 resources as they generate vehicle trips,
buildable footprints, and noise. Other uses that are allowed in the two zones are shown below.
Table 3: Allowed Uses
Zoning
Outright Uses
Conditional Uses
Public use
Semipublic use
Dude ranch
Kennel and/or veterinary clinic
Guest house
Manufactured home as a secondary accessory
farm dwelling
Exploration for minerals
Private parks
Agricultural uses
Personal use airstrip
Single family dwelling or
Golf course
manufactured home
Type 2 or 3 Home occupation
Harvesting a forest product
Destination resorts
Class I and II road or street projects
Planned developments
subject to land division standards
Cluster developments
MUA-10
Class 111 road or street project
Landfills
Noncommercial horse stables
Timeshare
Horse events
Hydroelectric facility
Operation, maintenance and piping of
Storage, crushing and processing of minerals
canals
Bed and breakfast inn
Type I Home occupation
Excavation, grading and fill
Historic accessory dwelling units
Religious institutions
Private or public schools
Utility facility
Cemetery
Commercial horse stables
Horse events
Manufactured home park or RV park
Wireless telecommunication facilities
Guest lodge
Surface mining in conjunction with operation and
maintenance of irrigation system
247-22-000671-TA
Page 19 of 43
Zoning
Outright Uses
Conditional Uses
Public park
Dude ranch
Personal use airstrip
Planned developments
Single family dwelling or
Cluster developments
manufactured home
Recreation -oriented facility
Utility facility
Landfills
Community center
Cemetery
Agricultural use
Timeshare
Class I and II road or street projects
Hydroelectric facility
RR-10
subject to land division standards
Class III road or street project
Bed and breakfast inn
Golf course
Noncommercial horse stables
Excavation, grading and fill
Horse events
Religious institutions
Operation, maintenance and piping of
Public use
canals
Semipublic use
Type I Home occupation
Commercial horse stables
Historic accessory dwelling units
Private or public schools
Manufactured home park or RV park
Wireless telecommunication facilities
Surface mining in conjunction with operation and
maintenance of irrigation system
General Impacts of Conflicting Uses
The proposed amendments would allow ADUs in inventoried Goal 5 resources. As part of the ESEE
review "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".11 In reviewing
the proposed amendments, Deschutes County finds that the impacts from ADUs in the MUA-10 and
RR-10 zones as they relate to Deer Migration Corridor, Deer Winter Range, and Significant Elk
Habitat are of such a similar nature that the impacts for these areas may be reviewed together via
the general impacts described below.
• Noise and Light
ADUs as a secondary dwelling may distress inventoried wildlife, as they seek to avoid noise
and light.
• Habitat Removal
ADUs would likely require removal of upland vegetation, grading, and soil compaction that
could alter drainage and runoff patterns. This could increase peak runoff, cause bank
erosion, flooding, or increase the flow of sediment into water bodies. The removal of upland
vegetation could also reduce tree canopy and understory vegetation which could be utilized
by wildlife, outside of their primary habitat.
11 OAR 660-023-0040(4)
247-22-000671-TA Page 20 of 43
• Introduction of Invasive, Nonnative Plants
ADUs may contribute to the spread of invasive, nonnative plants which could replace and
degrade native vegetation of which many species depend.
• Habitat Fragmentation
Additional human development may result in fences, roads, traffic and other barriers to the
movement of terrestrial wildlife that is critical to their survival.
Greater detail on these potential conflicts and their consequences are provided below.
247-22-000671-TA Page 21 of 43
Chapter 4: Impact Areas
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.
This step is discretionary and allows for the local jurisdiction to define which areas are the most
vulnerable and/or most likely to be affected by the proposed amendments. The impact area for this
ESEE analysis are properties that are within the Deer Migration Corridor, Deer Winter Range, and
Significant Elk Habitat in the MUA-10 and RR-10 zones. As this ESEE is not for any specific property,
but instead reflects changes to the code generally, there is no individual property specific data.
Properties in this impact area can be found in Attachment 2 - ImpactArea Maps
Impact Area Methodology
To understand the impact of the proposed amendments, an estimate of the number of parcels is
shown in Table 4 below.
Table 4: Number of Affected Non -Federal Properties in impact Area 12
Zone
Deer Migration
Deer Winter
Elk
Multiple Use Agricultural Zone
0
9
0
Rural Residential Zone
1,293
446
39
Total
1,293
455
39
12 See footnote #8.
247-22-000671-TA Page 22 of 43
Chapter 5: ESEE Analysis
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 Goals 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.
Background
Deschutes County is choosing to conduct a single analysis for all resource sites as the impacts from
ADUs could have very similar impacts to both riparian areas and fish and wildlife that depend on
the riparian for their habitat, and for big game including deer and elk.
As described above, the potential impacts fall into four general areas:
• Noise and Light
ADUs as a secondary dwelling may distress inventoried wildlife, as they seek to avoid noise
and light.
• Habitat Removal
ADUs would likely require removal of upland vegetation, grading, and soil compaction that
could alter drainage and runoff patterns. This could increase peak runoff, cause bank
erosion, flooding, or increase the flow of sediment into water bodies. The removal of upland
vegetation could also reduce tree canopy and understory vegetation which could be utilized
by wildlife, outside of their primary habitat.
• Introduction of Invasive, Nonnative Plants
ADUs may the spread of invasive, nonnative plants which could replace and degrade native
vegetation of which many species depend.
• Habitat Fragmentation
Additional human development may result in fences, roads, traffic and other barriers to the
movement of terrestrial wildlife that is critical to their survival.
247-22-000671-TA Page 23 of 43
This step is discretionary. The purpose of an ESEE analysis is to provide a qualitative exercise for
local governments to weigh the positive and negative consequences of three scenarios in order to
determine a preferred outcome. Governments may choose to use quantitative data as necessary,
but are not required to gather new information or hire wildlife biologists, economists, sociologists,
or energy consultants.
ESEE Scenario Descriptions
Scenario (A) - Allow the Conflicting Use
In this scenario, the local government may decide that a conflicting use should be allowed fully,
without any restrictions, no matter the potential impacts on the inventory site(s). In this instance,
the Goal 5 rule would require the government to determine the conflicting use is of such importance
compared to the site that the use should be allowed without any protections or limitations. In
choosing this scenario, the local government could still use other tools to protect the inventories
that are currently in place.
Scenario (B) - Prohibit the Conflicting Use
In this scenario, the local government may decide that the inventory site is of such importance or
the conflicting use has the potential to be so detrimental to the inventory site(s), that the conflicting
use should be entirely prohibited.
Scenario (C) - Limit the Conflicting Use
In this scenario, the local government may decide that the inventory site and the conflicting use are
both important when compared to each other, and the use should be allowed with limitations to
balance the impacts to the inventory site(s).
Accessory Dwelling Unit ESEE Analysis
Scenario (A) Allow the Conflicting Use
in this scenario, Deschutes County would allow ADUs in MUA-10 and RR-10 zones without any
additional requirements to protect the inventoried resources.
Economic Consequences:
Permitting ADUs would have positive consequences by allowing a second dwelling on a property.
Deschutes County is experiencing a housing shortage. Allowing ADUs, which are limited to 900-
square-feet of useable floor area and cannot be used as vacation rentals, could help address work
force housing shortages in the region. It could reduce commuting costs for those workers that live
in adjoining Crook, Jefferson and Klamath counties, and coupled with other work force housing
strategies, attract businesses and employment opportunities in Central Oregon.
Allowing ADUs could also have negative consequences. The development of ADUs in MUA-10 and
RR-10 zones could significantly increase land value, which could price out low and middle -income
residents from the opportunity to own a home. Previous testimony from ODFW estimates that
hunting and wildlife viewing contributed more than $50 million to the Deschutes County economy
annually. Deschutes County is proposing to allow ADUs in some areas that contain riparian areas
247-22-000671-TA Page 24 of 43
and species that rely on the riparian area for habitat including fish, furbearers, upland game birds,
and waterfowl. Allowing for ADUs near these areas could reduce income associated with wildlife
viewing and hunting of these species.
In some parts of the county, mule deer populations have declined up to 70% since 2000 as a result
of human caused habitat reduction, fragmentation, and disturbance on winter range. By allowing
ADUs in Deer Migration Corridor, Deer Winter Range, and Significant Elk Habitat, there is the
potential for greater disturbance of deer and elk populations that could reduce hunting and viewing
opportunities.
Social Consequences:
Permitting ADUs could have positive consequences by allowing property owners with an existing
single family dwelling to build an ADU that accommodates aging parents or family members, farm
help for those that are working on MUA-10 zoned agricultural properties or nearby Exclusive Farm
Use zoned properties. By providing affordable housing, it could help lift people out of poverty and
increase economic mobility. It could bring a positive impact on the surrounding community,
encouraging social connections and lowering crime rates.
It could also have negative consequences by allowing ADUs in rural areas with inadequate access
to employment, schools, food markets, medical facilities and parks. This could lead to higher
automobile -dependence and vehicle emissions caused by more people driving to and from rural
areas. Based on previous testimony from ODFW, there could also be negative impacts due to the
potential loss of wildlife habitat. Many residents, advocacy organizations, and wildlife agencies
continue to express concerns regarding the loss of fish and wildlife habitat due to the region's rapid
growth and development. There is a recognition that increases in human activity, especially in rural
areas, displace habitat and diminish, incrementally, Deschutes County's rural character and quality
of life. The proposed amendments could have negative consequences due to increased human
presence and infrastructure near the inventoried Goal 5 resources, which could lead to a reduced
level of access and enjoyment for recreationalists.
Environmental Consequences:
In this scenario, ADUs would be permitted outright. As stated previously, ADUs could present
negative impacts as they have the potential to increase noise and light near fish and wildlife habitats,
and in turn cause distress to inventoried Goal 5 species.
Developing an ADU would likely require removal of upland vegetation, grading, and soil compaction
that could alter drainage and runoff patterns. This could increase peak runoff, cause bank erosion,
flooding, or increase the flow of sediment into water bodies. The removal of upland vegetation could
also reduce tree canopy and understory vegetation which could be utilized by wildlife, outside of
their primary habitat. Permitting ADUs could create negative impacts to designated habitat for Deer
Migration Corridor, Deer Winter Range, and Significant Elk Habitat. Based on previous testimony
from ODFW, mule deer populations have declined up to 70% since 2000. Their testimony identified
other elements contributing to reductions in mule deer populations tied to human caused habitat
reduction, fragmentation, and disturbance on winter range.
247-22-000671-TA Page 25 of 43
As previously stated, the following Goal 5 protections established during the creation of the initial
inventory would remain in place:
1. Setback Protections: 100-foot structural setback from the ordinary high water mark of
rivers or streams.
2. Scenic Protections: Development near rivers in the Landscape Management Combining
Zone must be reviewed for aesthetic compatibility.
3. Wetland Protections: Prohibition of fill or removal of any material or wetland vegetation,
regardless of the amount, within the bed and banks of any stream or river or in any
wetland unless approved as a conditional use.
4. Mitigation Protections: Impacts to any wetland or riverbank impacts to be fully mitigated,
as evaluated by ODFW.
5. Flood Plain Protections: All new construction, expansion or substantial improvement of an
existing dwelling, an agricultural related structure, a commercial, industrial or other non-
residential structure, or an accessory building in a designated Flood Plain shall obtain a
conditional use permit.
6. Combining Zone Requirements: Deer Migration Corridor, Deer Winter Range, Significant Elk
Habitat and Sensitive Bird and Mammal Habitat have site specific requirements including
development setbacks and seasonal construction requirements to prevent impact to
sensitive species and habitat.
Existing protections would prevent riparian areas from being developed with ADUs established near
them. As the existing Goal 5 measures in place today protect riparian areas and the fish and wildlife
within that habitat area, the addition of ADUs near these areas will be neutral.
Energy Consequences:
ADUs are unlikely to cause any major energy consequences. Per SB 391 and SB 644, the ADU must
be within 100 feet of the existing dwelling. It must utilize the existing onsite system if there is no
pre-existing centralized wastewater treatment system. It can also rely on an existing domestic well.
A potential negative consequence of the proposed amendments could be additional development
in rural Deschutes County. Depending on the location of the ADU, it could lead to additional Vehicle
Miles Traveled and greater congestion on county owned roads for employment, education, and
basic services.
247-22-000671-TA Page 26 of 43
Scenario (8) Prohibit the Conflicting Use
In this scenario, Deschutes County would not allow ADUs in the MUA-10 and RR-10 zones associated
with the WA Combining Zone and Deer Migration Corridor, Deer Winter Range, and Significant Elk
Habitat.
Economic Consequences:
Prohibiting ADUs could have negative economic consequences, as it prevents certain property
owners from using their land and building a secondary dwelling unit. This could contribute to work
force housing deficiencies in the region and compel residents to commute from adjoining areas in
Crook, Jefferson, and Klamath counties.
It could also have neutral consequences based on previous testimony from ODFW. Prohibiting ADUs
could contribute to stabilizing mule deer populations, thereby maintaining economic benefits from
wildlife viewing or hunting. Wildlife viewing, hunting, and fishing experiences in Deschutes County
is a major economic asset to the region. Continuing with the current regulations could minimize
further habitat fragmentation and help maintain wildlife viewing, hunting, and fishing revenues in
Deschutes County.
Social Consequences:
Prohibiting ADUs could have negative consequences. Many residents and multi -generational
families in Deschutes County need affordable housing and are rent -burdened. Limiting the potential
supply of ADUs could exacerbate Central Oregon's housing crisis by forcing some residents to pay
higher rents, commute longer distances for basic services, or relocate. Those circumstances could
lead to further mental and physical stress.
It could also have positive consequences. Many residents express their appreciation for
undisturbed landscapes because they contribute to Deschutes County's rural character and quality
of life. Prohibiting ADUs, which generate noise and light would continue to limit disturbance to
existing fish and wildlife habitats.
Environmental Consequences:
There are 386 RR-10 tax lots, two acres or greater that abut the Little Deschutes River or Deschutes
River and 505 tax lots that are split -zoned RR-10 or MUA-10 with Flood Plain. These properties
contain a Goal 5 Riparian Area which is also the habitat for Goal 5 inventoried waterfowl, upland
game bird, furbearers, and fish. The WA Combining Zone contains Deer Migration Corridor, Deer
Winter Range, and Significant Elk Habitat. By prohibiting ADUs and maintaining the status quo, these
species will continue to be protected against habitat fragmentation and distress from second
dwellings. The environmental consequences are therefore neutral.
Energy Consequences:
Energy consumption would have neutral consequences as this scenario maintains the status quo.
Development associated with ADUs may be displaced to other areas of rural Deschutes County,
which could still have demands on utilities.
247-22-000671-TA Page 27 of 43
Scenario (C) Limit the Conflicting Use
In this scenario, Deschutes County would allow ADUs in the MUA-10 and RR-10 zones, with
additional limitations to protect the inventoried resources, outside of existing protections. For
example, a limitation requiring the entire ADU to be within a 100 feet of the existing dwelling.
Economic Consequences:
Permitting ADUs would have positive consequences by allowing a second dwelling on a property.
Deschutes County is experiencing a housing shortage. Allowing ADUs, which are limited to 900-
square-feet of livable floor area and cannot be used as vacation rentals, could help address work
force housing shortages in the region. It could reduce commuting costs for those workers that live
in adjoining Crook, Jefferson and Klamath counties and coupled with other work force housing
strategies, attract businesses and employment opportunities in Central Oregon.
Compared to scenario (a) in which only a portion of the ADU must be within a 100 feet of the existing
dwelling, the addition of limitations could lessen the impact by minimizing the buildable footprint
and ultimately, the number of eligible properties, recognizing that some may not have enough area
to accommodate an ADU. This could positively impact the hunting and wildlife viewing economy in
Central Oregon, valued at $50 million annually. While such measures could lessen impacts, the
overall burden caused by allowing ADUs nevertheless may still overall impact wildlife and thereby
impact revenue generated from the recreation economy.
In comparison to scenario (a), which would allow the use outright, Deschutes County finds that this
scenario would provide a limitation to reduce the amount of impacts, even if those impacts still
exist.
Social Consequences:
The positive social consequences in this scenario are very similar to scenario (a). Permitting ADUs
could have positive consequences by allowing property owners with an existing single family
dwelling to build an ADU that accommodates aging parents or family members, farm help for those
that are working on MUA-10 zoned agricultural properties or nearby Exclusive Farm Use zoned
properties. By providing affordable housing, it could help lift people out of poverty and increase
economic mobility. It could bring a positive impact on the surrounding community, encouraging
social connections and lowering crime rates.
Adding a limitation requiring the entire ADU to be within a 100 feet of the existing dwelling (or
others), could establish a negative consequence of ADUs in rural areas with inadequate access to
employment, schools, food markets, medical facilities and parks. This could lead to higher
automobile -dependence and vehicle emissions caused by more people driving to and from rural
areas. Based on previous testimony from ODFW, there could also be negative impacts due to the
potential loss of wildlife habitat stemming from the possible removal of habitat areas and
construction of structures and their associated human presence. Many residents, advocacy
organizations, and wildlife agencies continue to express concerns regarding the loss of fish and
wildlife habitat due to the region's rapid growth and development. There is a recognition that
increases in human activity, especially in rural areas, displace habitat and diminish, incrementally,
Deschutes County's rural character and quality of life. The proposed amendments could have
247-22-000671-TA Page 28 of 43
negative consequences due to increased human presence and infrastructure near or within the
inventoried Goal 5 resources, which could lead to a reduced level of access and enjoyment for
recreationalists.
Environmental Consequences:
ADUs could present negative consequences as they have the potential to increase activity, noise,
and light near fish and wildlife habitats, and in turn cause distress to inventoried Deer Migration
Corridor, Deer Winter Range, and Significant Elk Habitat.
Development of an ADU would likely require removal of upland vegetation, grading, and soil
compaction that could alter drainage and runoff patterns. This could increase peak runoff, cause
bank erosion, flooding, or increase the flow of sediment into water bodies. The removal of upland
vegetation could also reduce tree canopy and understory vegetation which could be utilized by fish
and wildlife species, outside of their primary habitat. Permitting ADUs could result in further
negative impacts to the Deer Migration Corridor, Deer Winter Range, and Significant Elk Habitat.
Based on recent testimony from ODFW, mule deer populations have declined up to 70% since 2000.
Their testimony identified other elements contributing to reductions in mule deer populations tied
to human caused habitat reduction, fragmentation, and disturbance on winter range.
Existing protections in place today (discussed above) would prevent Goal 5 riparian areas from
being developed when ADUs are nearby. The establishment of ADUs in these areas would likely be
neutral.
By limiting the entire ADU within a 100 feet of the existing dwelling, the negative environmental
consequences associated with ADU could be mitigated to a certain extent.
Energy Consequences:
The energy consequences in this scenario are the same as in scenario (a). Limiting the entire ADU
to within a 100 feet of the existing dwelling could decrease the amount of energy used to operate
the ADU.
247-22-000671-TA Page 29 of 43
Chapter 6: ESEE Decision
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 determinations shall be reached with regard to conflicting uses for a significant resource
site:
(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 demonstrate
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.
The graphic below is meant to be a simplified representation to balance each of the ESEE factors.
As stated in the ESEE analysis, there are a variety of positive, negative, and neutral consequences
associated with each scenario. Deschutes County finds that the issue of allowing an ADU in MUA-10
and RR-10 zones are both a social and economic issue that outweighs the other ESEE consequences.
The County considered allowing the use with limitations by limiting the entire ADU within a 100 feet
of the existing dwelling, but this practice could limit the number of affordable housing
opportunities. Therefore the County is choosing scenario (a) which will allow the use fully
notwithstanding the possible impacts on the resource sites.
Table 5: ESEE Factors
ESEE Factors
Support habitat
functions
(Environmental,
economic,
social)
Support
Affordable
Housing
(Social,
economic)
Support
Recreational
Economy
(Economic,
Social)
Preserves Rural
Character
(Social,
economic)
Transportation
(Energy)
Prohibit conflict
(No code change)
0
-
0
0
0
Allow conflict
Allow ADUs with
no additional
requirements
-
+
-
-
-
Limit conflict
Allow ADUs with
additional
limitation
-
+
-
-
-
247-22-000671-TA
Page 30 of 43
Chapter 7: Program to Achieve Goal 5
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)).
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 ...
Deschutes County has determined that allowing ADUs within the MUA-10 and RR-10 zones and
within the Deer Migration Corridor, Deer Winter Range, and Significant Elk Habitat should be
allowed fully, notwithstanding the possible impacts on the inventoried resources. The implementing
measures do not include alternative, discretionary procedures for compliance.
247-22-000671-TA Page 31 of 43
Attachment 1- Deschutes County Significant Goal 5 Resources
Inventoried
Resource
Flood Plain
Relationship
Conflicts
Comments
Relevant
Ordinances
Fish Habitat
(Inventory — Ord.
No. 92 041, page
18; creeks, rivers
and lakes)
Yes
Major conflicts are
removal of riparian
vegetation, fill and
removal activities
within the bed and
banks of streams or
wetlands,
hydroelectric, rural
residential
development and
water regulation
Floodplain zone recognized as
program to achieve the goal to
conserve fish habitat (Ordinance
Nos. 88-030, 88-031, 89-009).
Others include: fill and removal
permits, wetland removal
regulations, hydro prohibitions,
rimrock setbacks, 100' setback
from OHW, conservation
easements and restrictions on
boats and docks.
Ordinance Nos.
86-018, 86-053,
86-054, 86-056,
88-030, 88-031,
89-009, 92-040,
92-041
Deer Winter Range
(Inventory -Ord.
No, 92-041, page
22; Metolius,
Tumalo, North
Paulina, and Grizzly
ranges identified by
ODFW
Yes
Major conflicts are
dwellings, roads, and
dogs. Activities which
cause deterioration of
forage quality and
quantity or cover are
conflicting uses.
Fences which impede
safe passage are also
a conflicting use.
Floodplain zone recognized as a
program to achieve the goal to
protect deer winter range
(Ordinance Nos. 88-030, 88-031,
89-009).
Others include Wildlife Area
Combining Zone. Requires 40-acre
minimum lot size for all new
residential land divisions.
Underlying zoning in most of the
deer winter range is: EFU, Forest,
and Floodplain. These zones
provide for large lot sizes and limit
uses that are not compatible with
farm or forest zones.
Ordinance Nos.
88_030, 88 031,
59-009, 92-040,
92 041, 92 042,
92 046
Deer Migration
Corridor
(Inventory — Ord.
No. 92-041, page
26; Bend -La Pine
migration corridor
identified by ODFW)
Yes
Major conflicts are
dwellings, roads, and
dogs. Fences which
impede safe passage
are also a conflicting
use.
Wildlife Area Combining Zone was
recognized as the only program to
achieve the goal to protect the
deer migration corridor. Underlying
zoning is RR-10. It was amended to
require cluster development for all
land divisions in the RR-10 zone in
the Bend/La Pine migration
corridor (92-042). A 20-acre parcel
is the minimum size required for a
cluster development. Siting and
fencing standards also apply in the
deer migration corridor. Migration
corridor includes some EFU, Forest,
and Floodplain zoned land. These
resource zones provide for large lot
sizes and limit uses that are not
compatible with farm or forest
zones.
Ordinance Nos.
92-040, 92-041,
92-042, 92-046
247-22-000671-TA
Page 32 of 43
Inventoried
Resource
Flood Plain
Relationship
Conflicts
Comments
Relevant
Ordinances
Elk Habitat
(Inventory — Ord.
No. 92-041- page
32; identified by
USFS and ODFW)
Yes
Major conflict is the
loss of habitat due to
increased residential
densities in the
habitat areas.
Increased human
disturbance can cause
conflict with elk. The
use of land which
necessitates the
removal of large
amounts of vegetative
cover can also alter
the quality of elk
habitat.
Wildlife Area Combining Zone was
recognized as the only program to
achieve the goal to protect the elk
habitat.
It was amended to require a 160-
acre minimum lot size for areas
identified as significant elk habitat.
Siting standards are required to
minimize conflicts of residences
with habitat protection.
Underlying zoning in the elk habitat
areas is either Floodplain, Forest, or
Open Space and Conservation.
These resource zones restrict high
density residential development
and prohibit industrial and
commercial uses.
* Some lands are zoned RR10,
including lots that are split zoned
with flood plain. They are already
parcelized, preventing future land
divisions.
Ordinance Nos.
88-030, 88-031,
89-009, 92-040,
92-041, 92-042,
92-046
Antelope Habitat
(Inventory — Ord.
No. 92-041— page
38; identified by
ODFW)
No
Land use or
development
activities which would
result in the loss of
habitat, and animal
harassment and
disturbance
associated with
human activity.
To achieve the goal to conserve
antelope habitat, uses conflicting
with antelope habitat are limited to
the Wildlife Area Combining Zone.
In antelope range, the minimum lot
size is 320 acres. Except for rural
service centers, the antelope
habitat is zoned EFU or F1.
Ordinance Nos.
92-040, 92-041,
92-042, 92-046
Habitat for
Sensitive Birds
(Inventory -Ord.
No. 92-041- page
41 and Table 5;
identified by ODFW,
ODF, OSU, Oregon
Natural Heritage
Data Bases).
The area required
for each nest site
varies between
species.
No
Nest sites are found in
Forest, EFU and Open
Space and
Conservation zones.
Uses that could
conflict with the
habitat site are
surface mining,
residential use,
recreation facilities,
roads, logging, and air
strips.
Any activity which
would disturb the
nesting birds,
including intensive
recreational use or
removal of trees or
The Sensitive Bird and Mammal
Combining Zone achieves the goal
to protect sensitive bird sites.
Ordinance Nos.
92-040, 92-041,
92-042, 92-046
247-22-000671-TA
Page 33 of 43
Inventoried
Resource
Flood Plain
Relationship
Conflicts
Comments
Relevant
Ordinances
vegetation could
conflict with the
habitat site.
(UPDATE -
Inventory — Ord. No.
94-004 —pages 3 to
140 Site specific
ESEE analysis and
decisions follow
each site.
No
See above.
Habitat areas for sensitive birds of
the Fish and Wildlife Element,
adopted in No. 92-041 is repealed
and replaced by inventories in
Exhibit 1. Area required around
each nest site needed to protect
the nest from conflict varies
between species. It's called
"sensitive habitat area."
Note: Northern bald eagle, osprey,
golden eagle, prairie falcon, and
great blue heron rookeries are
located on federal land. Classified
as "2A"Goal 5 Resources. Great
Grey owl site no longer exists.
Some bald eagle, golden eagle sites
are controlled by the Sensitive Bird
and Mammal Combining Zone.
Ordinance Nos.
94-004, 94-005
and 94-021
Waterfowl Habitat
(Inventory — Ord.
No. 92 041—page
56; includes all
rivers, streams,
lakes and perennial
wetlands and ponds
identified on the
1990 US Fish and
Wildlife Wetland
Inventory Maps;
ODFW provided lists
of all bird species;
Co/City of Bend
River Study
provides additional
information)
Yes
Future resort and
vacation home
development, human
activity associated
with recreation along
rivers and lakes,
timber -cutting around
sensitive habitats, fill
and removal of
material in wetlands
and within the bed
and banks of rivers
and streams, and
removal of riparian
vegetation are
conflicting uses.
Floodplain zone recognized as
program to achieve the goal to
conserve waterfowl habitat
(Ordinance Nos. 88-030, 88-031,
89-009).
Others include: fill and removal
permits, wetland removal
regulations, rimrock setbacks, 100'
setback from OHW, conservation
easements, restrictions on boats
and docks, landscape management,
state and federal scenic water
regulations. In addition, the Forest
and EFU zones require large
minimum lot size which limits the
potential density of development in
the areas adjacent to many of the
rivers, streams, wetlands, and
ponds used for waterfowl habitat.
Ordinance Nos.
86 018, 86 054,
86 056, 88 030,
88 031, 89 009,
92 040, 92 041,
92 042 92 045,
92-046
247-22-000671-TA
Page 34 of 43
Inventoried
Resource
Flood Plain
Relationship
Conflicts
Comments
Relevant
Ordinances
Pheasant and quail
are affected
whenever agricultural
land is taken out of
production through
For all of the upland game birds
except sage grouse, the habitat is
adequately protected by the
Upland Game Bird
urban sprawl, road
existing EFU and Forest zoning and
Habitat
(Inventory - Ord.
No. 92 041-page
60; ODFW did not
construction,
industrial
development and
other land clearing
the provisions to protect wetlands
and riparian areas to achieve the
goal of protecting upland game
identify critical
activities.
birds.
Ordinance Nos.
habitat for any of
County provisions to protect
86-018, 86-
the upland game
Farming practices on
riparian areas and wetlands protect
053,86-054, 86
Yes
one of the most significant
056, 88-030, 88-
the sage grouse; "
lands also have an
components of upland game
031, 89-009, 92-
habitat for upland
game birds is
impact. Fence row,
woodlots, and riparian
habitat.
040, 92-041, 92-
042, 92-046
dispersed
vegetation are
Note: conflicts with sage grouse are
throughout the
county in riparian,
forest, agricultural,
and rangeland
areas)
constantly being
removed at the
expense of upland
bird use.
Chapter 6 of
County/City of Bend
limited by EFU zoning with a 320
acre minimum parcel size.
Sensitive Bird and Mammal
Combining Zone pertaining to sage
grouse and leks have been
repealed due to LCDC enacted rules
in OAR 660, Division 23.
River Study identifies
conflicting uses with
upland bird habitat.
Habitat areas for Upland Game Bird
Habitat, adopted in No. 92-041 is
repealed and replaced and further
amended in Exhibit 4 with the ESEE
Analysis and inventory for upland
game bird habitat.
Conflicts with sage grouse are
reduced by the limitations on uses
UPDATE - Inventory
in the EFU and Floodplain zone, by
Ordinance Nos.
- Ord. No. 94-004 —
Yes -
See above.
the 320 acre minimum lot size and
94-004 and 94-
pages 156-201.
predominance of BLM lands.
021
Note: conflicts with sage grouse are
limited by EFU zoning with a 320
acre minimum parcel size.
Sensitive Bird and Mammal
Combining Zone pertaining to sage
grouse and leks have been
repealed due to LCDC enacted rules
in OAR 660, Division 23.
247-22-000671-TA
Page 35 of 43
Inventoried
Resource
Flood Plain
Relationship
Conflicts
Comments
Relevant
Ordinances
Furbearer Habitat
(Inventory — Ord.
No. 92 041—page
65; ODFW has not
identified any
specific habitat sites
other than riparian
and wetland areas
that are critical for
the listed species.
Yes
The conflicting uses
are those activities or
development which
would degrade or
destroy habitat, or
disturb the animals
causing them to
relocate.
Conflicts between
furbearers and other
land uses are minimal
in the county.
Furbearer habitat is adequately
protected by the existing EFU and
Forest zoning and the provisions to
protect farm use and forest zoning,
and the provisions to protect
wetlands and riparian areas to
achieve the goal to protect
furbearers.
The farm and forest zones require
large minimum lot sizes and many
uses are permitted only as
conditional uses. The measures to
protect riparian and wetland
habitat are detailed in this plan in
the Riparian and Wetland Habitat
section.
Ordinance Nos.
86-018, 86-
053,86-054, 86-
056, 88-030, 88-
031, 89 009, 92
040, 92-041
Habitat Areas for
Townsend's Big-
Eared Bats
(Inventory - Ord.
No. 92-041- page
69; identified by
ODFW, ODF, OSU,
Oregon Natural
Heritage Data
Bases)
No
Caves located in EFU
zones. Uses permitted
in those zones that
could conflict with the
habitat site are
surface mining,
recreation facilities
including golf courses
and destination
resorts, roads,
logging, and air strips.
Program to achieve the goal is
Sensitive Bird and Mammal
Combining Zone
Ordinance No.
92-041 and 042
UPDATE - Inventory
— Ord. No. 94-004 -
pages 140 to 155 `
Site specific ESEE
analysis and
decisions follow
each site.
No
See above.
Habitat areas for Townsend Bats,
adopted in No. 92-041 is repealed
and replaced and further amended
in Exhibit 2. The ESEE for
Townsend's big -eared bats is
amended for additional bat sites in
Exhibit 3.
Ordinance Nos.
94-004 and 94-
021
247-22-000671-TA
Page 36 of 43
Inventoried
Resource
Flood Plain
Relationship
Conflicts
Comments
Relevant
Ordinances
Wetlandsand
Riparian Areas
(Inventory — Ord.
No. 92 041—page
73; identified on
USFWS NWI)
Yes
Conflicting uses
include fill and
removal of material,
including vegetation
which could cause a
reduction in the size
or quality or function
of a wetland, or cause
destruction or
degradation of the
riparian habitat and
vegetation.
Structural
development in
wetlands or riparian
areas would reduce
the habitat and the
use of the structure
could cause conflicts
such as harassment or
disturbance or wildlife
dependent on the
habitat. Cutting of
riparian vegetation
can remove important
shade for streams,
eliminate habitat for
various waterfowl,
furbearers, and
nongame bird species,
and can increase the
potential for erosion
or bank instability in
riparian areas.
Floodplain zone recognized as
program to achieve the goal to
conserve wetland and riparian
habitat (Ordinance Nos. 88-030, 88-
031, 89-009).
Others include: fill and removal
permits, wetland removal
regulations, hydro prohibitions,
100' setback from OHW,
conservation easements,
restrictions on boats and docks,
and landscape management.
Ordinance Nos.
86-018, 86-054,
86 056, 88 030,
88 031, 89 009,
92 040, 92 041,
92-045
247-22-000671-TA
Page 37 of 43
Inventoried
Resource
Flood Plain
Relationship
Conflicts
Comments
Relevant
Ordinances
Conflicting uses:
Locating septic
systems in riparian
area could cause
Riparian Areas inventory and ESEE
UPDATE — Riparian
analysis adopted by Ordinance No.
inventory — Ord.
pollution of ground
92-041 is deleted and replaced by
No. 94-007;
and surface water
The
an inventory and ESEE contained in
Significant riparian
habitat is located in
systems. potential
for this conflict
depends on the
Exhibit A.
three areas:
Area within 100' of
characteristics of the
soil.
New parcels meeting the minimum
lot size in the resource zones (EFU,
Forest, non -exception flood plain)
OHW of an
will not cause an increase in
inventoried stream
or river;
Area adjacent to an
Locating structural
development in
riparian areas can
reduce the habitat
and the use of
residential density that would
conflict with riparian habitat
values.
inventoried river or
In RR10, MUA-10, and Floodplain
stream and located
structures could cause
conflicts such as
zones found adjacent to
within a flood plain
harassment or
inventoried riparian areas, the
Ordinance
Ordinance Nos.
mapped by FEMA
Yes
disturbance of wildlife
creation of new 10 acre parcels94-007
and zoned
Floodplain by the
dependent on habitat.
would not significantly increase the
overall density of residential use
county (Deschutes
Recreational
adjacent to riparian areas because
River, Little
use of
the areas where new parcels could
Deschutes River,
Paulina Creek, Fall
River, Indian Ford
Creek, Tumalo
Creek, Squaw
the riparian area
including boat landing
areas, formal and
informal trails, and
camping areas can
alter soil composition
be created, with the exception of
Tumalo Creek, are already divided
into lots considerably smaller than
10 acres.
(Whychus) Creek,
and Crooked River
Area adjacent to a
and cause destruction
of vegetation.
Increase in density
Program to achieve Goal 5 for
Riparian Habitat: fill and removal
regulations to protect wetlands,
100' setback from OHW, Floodplain
river or stream and
inventoried as a
wetland on the NWI
of
residential lots in or
adjacent to riparian
areas could result in a
decrease of habitat
effectiveness because
of disturbance to
wildlife.
zone (regulates docks too),
Landscape Management zone,
Conservation easements, State
Scenic Waterway
247-22-000671-TA
Page 38 of 43
Inventoried
Resource
Flood Plain
Relationship
Conflicts
Comments
Relevant
Ordinances
UPDATE — Wetland
Inventory — Ord.
No. 94-007, Exhibit
B —inventory is NWI
(Ord. No. 92-045)
Yes
Conflicting uses
include fill and
removal of material,
including vegetation,
which could cause
reduction in the size,
quality or function of
a wetland.
Locating structural
development in
wetlands could
reduce the habitat
and the use of the
structure could cause
conflicts such as
harassment or
disturbance of wildlife
dependent on the
habitat.
Draining wetlands for
agriculture of other
development
purposes destroys the
hydrological function
of the wetland and
alters the habitat
qualities that certain
wildlife depend on.
Cutting wetland
vegetation adjacent to
streams can remove
important shade for
streams, eliminate
habitat for various
waterfowl, furbearers,
and nongame bird
species, and can also
increase the potential
for erosion or bank
instability in riparian
areas.
Wetlands Inventory and ESEE
analysis adopted by Ordinance No.
92-041 is deleted and replaced by
an inventory and ESEE contained in
Exhibit B, Wetlands.
Program to achieve Goal 5 for
Wetland Habitat:
• Fill and removal
regulations to protect
wetlands
• 100' setback from OHW
• Flood plain zone (regulates
docks too)
• DSL Removal / Fill law
Ordinance Nos.
94-007
247-22-000671-TA
Page 39 of 43
Inventoried
Resource
Flood Plain
Relationship
Conflicts
Comments
Relevant
Ordinances
Ecologically and
Scientifically
Significant Natural
Areas * Little
Deschutes River /
Deschutes River
Programs for resource protection
include the zoning of the property,
the provisions of the flood plain,
wetlands and the river corridor.
Confluence
(Inventory - Ord.
No. 92-052, Exhibit
The implementing measures which
protect and regulate development
B, Page 1;
Resort and vacation
home development,
in the confluence area are: EFU
Ordinance Nos.
identified by
recreational
zoning, Floodplain zoning,
86-018, 86-054,
Oregon Natural
conservation easements, and fill
86-056, 88-030,
Heritage Program);
Yes
uses,livestock grazing,
and fill and removal in
and removal permits.
88-031, 89-009,
Analysis of Pringle
wetlands are
92-040, 92-041,
Falls and Horse
Ridge Research
Areas, West
conflicting uses.
The confluence area is located in
the undeveloped open space area
of the Sunriver development
92-045
Hampton Butte and
Davis Lakes
excluded b/c
they're on federal
land and/or not
related to flood
plains.
(Crosswater). 80% of the property
is retained as open space.
Today, zoning is Floodplain and
Forest Use.
Landscape
Management
Rivers and Streams
(Inventory — Ord.
No. 92-052, Exhibit
Uses conflicting with
open space and scenic
resources along the
designated Landscape
C, Page 3;
identified by state
Management rivers
and streams include
and federal wild
land management
Program for resource protection
and scenic
activities that result in
includes: Floodplain zone and
Ordinance Nos.
corridors; and
within 660' of OHW
habitat loss or
development within
restrictions, fill and removal
permits, wetland removal
g6 018, 86 053,
of portions of
Yes
river or stream
regulations, hydro prohibitions,
86 054, 86 056,
Deschutes River,
corridors which would
rimrock setbacks, conservation
88 030, 88 031,
Little Deschutes
excessively interfere
easements, restrictions on boats
89 009, 92-033,
River, Paulina
with the scenic or
and docks, and landscape
93-034
Creek, Fall River,
Spring river, Tumalo
Creek, Squaw
(Whychus) Creek,
and Crooked River
not on the state or
federal scenic
designations)
natural appearance of
the landscape as seen
from the river or
stream or alteration
of existing natural
landscape by removal
of vegetative cover.
management.
247-22-000671-TA
Page 40 of 43
Inventoried
Resource
Flood Plain
Relationship
Conflicts
Comments
Relevant
Ordinances
Lakes and
Reservoirs
(Inventory — Ord.
No. 92-052, Exhibit
C, Page 10; includes
Upper Tumalo
Reservoir;
remaining are on
federal land
No
Conflicting uses with
the open space and
scenic values of the
land adjacent to the
inventoried lakes
include development
which would cause a
loss of open space or
a decrease in the
aesthetic and scenic
resources, and land
management
activities resulting in
the removal of natural
vegetation which
provides wildlife
habitat and scenic
value.
Conflicting uses around Tumalo
Reservoir are specifically limited by
Title 18.48, Open Space
Conservation Zone and a 100'
setback for any structure from
OHW.
Ordinance No.
91-020
State Scenic
Waterways and
Federal Wild and
Scenic Rivers
(Inventory — Ord.
No. 92-052, Exhibit
E, Page 1;
Yes
See County / City of
Bend River Study and86-018,
1986 River Study Staff
Report. Both
referenced in Ord. 92-
005, Exhibit E.
Program for resource protection
includes:
Floodplain zone and restrictions, fill
and removal permits, wetland
removal regulations, hydro
prohibitions, rimrock setbacks,
conservation easements,
restrictions on boats and docks,
and landscape management.
Ordinance Nos.
86-053,
86-054, 86-056,
88-030, 88-031,
89-009, 92-033,
93-034
Wilderness Areas,
Areas of Special
Concern, Energy
Sources (Ord. No
92-052), and
Groundwater
Resources (Ord. No.
94-003) not
analyzed because
they're on federal
land or don't relate
to flood plains.
No
N/A
N/A
N/A
247-22-000671-TA
Page 41 of 43
Attachment 2 - Inventory Site Maps
247-22-000671-TA Page 42 of 43
Exception Area Taxlots Meeting ADU Criteria - Deer Migration Range
1' = 10,000'
Legend
Wildlife Area - Deer Migration Range
Exception Area Taxlots Meeting Criteria
Flood Plain
Wetland
November 4, 2022
ANN
rfe eiAP
N.\Custom\County\C DO\Planning \PeterG\Goal5Resources\2022
Exception Area Taxlots Meeting ADU Criteria - Deer Winter Range
1"= 6 mi.
Wildlife Area - Deer Winter Range
Exception Area Taxlots Meeting Criteria
N:\Custom \County\COD \Planning \ PeterG \ Goal5Resources\ 2022
Exception Area Taxlots Meeting ADU Criteria - Elk Range
Exception Area Taxlots Meeting Criteria
Flood Plain
Wetland
N:\Custom\County\COD \ PIan ni ng\PeterG\Goal5ResourcesV2022
Attachment 3 - Proposed Text Amendments
247-22-000671-TA Page 43 of 43
CHAPTER 18.32 MULTIPLE USE AGRICULTURAL ZONE; MUA
18.32.020 Uses Permitted Outright
18.32.020 Uses Permitted Outright
The following uses and their accessory uses are permitted outright:
A. Agricultural uses as defined in DCC Title 18.
B. A single family dwelling, or a manufactured home subject to DCC 18.116.070.
C. Propagation or harvesting of a forest product.
D. 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.
E. Class III road or street project.
F. Noncommercial horse stables, excluding horse events.
G. Horse events, including associated structures, involving:
1. Fewer than 10 riders;
2. Ten to 25 riders, no more than two times per month on nonconsecutive days; or
3 More than 25 riders, no more than two times per year on nonconsecutive days.
Incidental musical programs are not included in this definition. Overnight stays by
participants, trainers or spectators in RVs on the premises is not an incident of such
horse events.
H. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation
District except as provided in DCC 18.120.050.
I. Type 1 Home Occupation, subject to DCC 18.116.280.
J. Historic Accessory Dwelling Units, subject to DCC 18.116.350.
Residential Accessory Dwelling.Units, subject to DCC 18.116.355.
HISTORY
Adopted by Ord. PL-15 on 11/1/1979
Amended by Ord. 91-002 §6 on 2/6/1991
Amended by Ord. 91-005 §18 on 3/4/1991
Amended by Ord. 91-020 §1 on 5/29/1991
Amended by Ord. 91-038 §1 on 9/30/1991
1
Amended by Ord.
Amended by Ord.
Amended by Ord.
Amended by Ord.
Amended by Ord.
Amended by Ord.
Amended by Ord.
Recorded by Ord.
Amended by Ord.
93-001 §1 on 1/27/1993
93-043 §4 on 8/25/1993
94-008 §10 on 6/8/1994
2001-016 §2 on 3/28/2001
2001-039 §2 on 12/12/2001
2004-002 §3 on 4/28/2004
2019-009 §1 on 9/3/2019
2019-009 §1 on 9/3/2019
2023-00x §x on [date]
CHAPTER 18.60 RURAL RESIDENTIAL ZONE; RR-10
18.60.020 Uses Permitted Outright
18.60.020 Uses Permitted Outright
The following uses and their accessory uses are permitted outright.
A. A single-family dwelling, or a manufactured home subject to DCC 18.116.070.
B. Utility facilities necessary to serve the area including energy facilities, water supply and
treatment and sewage disposal and treatment.
C. Community center, if shown and approved on the original plan or plat of the development.
D. Agricultural use as defined in DCC Title 18.
E. 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.
F. Class Ili road or street project.
G. Noncommercial horse stables as definedin DCC Title 18, excluding horse events.
H. Horse events, including associated structures, involving:
1. Fewer than 10 riders;
Ten to 25 riders, no more than two times per month on nonconsecutive days; or
More than 25 riders, no more than two times per year on nonconsecutive days.
Incidental musical programs are not included in this definition. Overnight stays by
participants, trainers or spectators in RVs on the premises is not an incident of such
horse events.
I. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation
District except as provided in DCC 18.120.050.
J. Type 1 Home Occupation, subject to DCC 18.116.280.
K. Historic Accessory Dwelling Units, subject to DCC 18.116.350.
L. Residential Accessory Dwelling Units, subject to DCC 18.116.355.
HISTORY
Adopted by Ord. PL-15 on 11/1/1979
Amended by Ord. 91-005 §§30 & 31 on 3/4/1991
Amended by Ord. 91-020 §1 on 5/29/1991
Amended by Ord.
Amended by Ord.
Amended by Ord.
Amended by Ord.
Amended by Ord.
Amended by Ord.
Recorded by Ord.
Amended by Ord.
93-043 §8 on 8/25/1993
94-008 §12 on 6/8/1994
2001-016 §2 on 3/28/2001
2001-039 §5 on 12/12/2001
2004-002 §7 on 4/28/2004
2019-009 §2 on 9/3/2019
2019-009 §2 on 9/3/2019
2023-O0x §x on [date)
CHAPTER 18.116 SUPPLEMENTARY PROVISIONS
18.116.350 Historic Home Accessory Dwelling Units In The RR10 And MUA Zones
18.116.355 Residential Accessory Dwelling Units In The RR10 And MUA 10 Zones
18.116.350 Historic Home Accessory Dwelling Units In The RR10 And MUA Zones
A. As used in this section:
1. "Historic Accessory dwelling unit ('ADU')" means a residential structure that is used in
connection with or that is auxiliary to a single-family dwelling. For the purposes of this
section, "auxiliary" means a use or structure incidental and subordinate to the main use
of the property, and located on the same lot as the main use.
2. "Area zoned for rural residential use" means land that is not located inside an urban
growth boundary as defined in ORS 195.060 and that is subject to an acknowledged
exception to a statewide land use planning goal relating to farmland or forestland and
planned and zoned by the county to allow residential use as a primary use.
3. "Historic home" means a single-family dwelling constructed between 1850 and 1945.
4. "New" means that the dwelling being constructed did not previously exist in residential
or nonresidential form. "New" does not include the acquisition, alteration, renovation
or remodeling of an existing structure.
"Place a manufactured home" means the placement of a manufactured home that did
not previously exist on the subject lot of record; it may include the placement of a
manufactured home that was previously used as a dwelling on another lot and moved
to the subject lot of record.
6. "Single-family dwelling" means a residential structure designed as a residence for one
family and sharing no common wall with another residence of any type.
B. An owner of a lot or parcel within an area zoned for rural residential use (RR10 and MUA
zonesZones) may construct a new single-family dwelling or place a manufactured home on the
lot or parcel, provided:
1. The lot or parcel is not located in an area designated as an urban reserve as defined in
ORS 195.137;
2. The lot or parcel is at least two acres in size;
3. A historic home is sited on the lot or parcel;
4. The owner converts the historic home to an accessory dwelling unit upon completion of
the new single-family dwelling or placement of a manufactured home; and
5. The accessory dwelling unit may be required to comply with all applicable laws and
regulations relating to sanitation and wastewater disposal and treatment.
C. The construction of an accessory dwelling unit under subsection (B) of this section is a land use
action subject to DCC 22.20.
D. An owner that constructs a new single-family dwelling or places a manufactured home under
subsection (B) of this section may not:
1. Subdivide, partition or otherwise divide the lot or parcel so that the new single-family
dwelling or manufactured home is situated on a different lot or parcel from the
accessory dwelling unit.
2. Alter, renovate or remodel the accessory dwelling unit so that the square footage of the
accessory dwelling unit is more than 120 percent of the historic home's square footage
at the time construction of the new single-family dwelling commenced.
3. Rebuild the accessory dwelling unit if the structure is deemed a dangerous building due
to fire or other natural disaster, pursuant to the Uniform Code for the Abatement of
Dangerous Buildings, which defines "dangerous building" as "Whenever any portion
thereof has been damaged by fire, earthquake, wind, flood or by any other cause, to
such an extent that the structural strength or stability thereof is materially less than it
was before such catastrophe and is less than the minimum requirements of the Building
Code for new buildings of similar structure, purpose or location."
4. Construct an additional accessory, dwelling unit on the same lot or parcel.
E. A new single-familydwelling constructed or a manufactured home placed under this section
may be required to be served by the same water supply source as the accessory dwelling unit.
F. Owner occupancy of either the accessory dwelling unit or the new single-family dwelling is not
required. However, the accessory dwelling unit and the new single-family dwelling placed under
this section and the accessory dwelling unit may not be used simultaneously for short-term
rentals of thirty (30) consecutive days or less.
HISTORY
Adopted by Ord. 2019-009 §3 on 9/3/2019
Recorded by Ord. 2019-009 §3 on 9/3/2019
Amended by Ord. 2023-00x §x on [date'
18.116.355 Residential Accessory Dwelling Units In The RR-10 And MUA Zones
A. As used in this section:
1. "Accessory dwelling unit ('ADU')" means a residential structure that is used in
connection with or that is auxiliary to a single-family dwelling. For the purposes of this
section, "auxiliary" means a use or structure incidental and subordinate to the main use
of the property, and located on the same lot as the main use.
2. "Rural residential use" means a lot or parcel located in the RR-10 or MUA-10 zones,
consistent with the definition in ORS 215.501.
3. "Safe evacuation plan" means an identifiable route on a right(s)-of-way and any onsite
driveways from the accessory dwelling unit to the staged evacuation area.
4. "Single-family dwelling" means a residential structure designed as a residence for one
family and sharing no common wall with another residence of any type.
5. "Staged evacuation area" means a public or private location that occupants of the
accessory dwelling unit may evacuate to reorganize.
6. "Useable floor area" means all areas of the accessory dwelling unit included within the
surrounding insulated exterior walls, exclusive of garages, carports, decks and porch
covers.
"Vacation occupancy" means occupancy in a dwelling unit, not including transient
occupancy in a hotel or motel, that has all of the following characteristics:
a. The occupant rents the unit for vacation purposes only, not as a principal residence;
and
b. The occupant has a principal residence other than at the unit; and
c. The period of authorized occupancy does not exceed 45 days.
B. One accessory dwelling unit (ADU) is permitted outright on a lot or parcel zoned RR-10 or MUA-
10, provided:
1. One single-family dwelling is sited on the lot or parcel:
a. As used in this section, "sited" means established onsite or applied for prior to
issuance of any building or land use permits for an accessory dwelling unit.
b Existing dwelling units meeting all other criteria in this section may be converted to
an accessory dwelling unit during construction of a new primary single-family
dwelling.
2. The lot or parcel is not located within the Redmond Urban Reserve Area, consistent with
ORS 195.137.
3. No portion of the lot or parcel is within the Metolius Area of Critical State Concern, as
defined in ORS 197.416.
4. The lot area is at least two acres in size, with the exception of those unsewered areas
between Sunriver and the Klamath County border, defined as those unincorporated
portions of Deschutes County contained in Townships 19S, 20S, 21S, and 22S and
Ranges 9E, 10E and 11E. Within these exception areas, the lot area is at least five acres
in size.
5. The accessory dwellin unit will have a minimum setback of 100 feet from ad'acent land
zoned F-1, F-2, or EFU and meet any other minimum setback requirements of the
underlying zone and combining zones.
6. The accessory dwelling unit will not include more than 900 square feet of useable floor
area.
7. The accessory dwelling unit will be located no farther than 100 feet from the existing,
single-family dwelling, measured from a wall of the existing single-family dwelling to the
nearest part of the useable floor area of the accessory dwelling unit.
8. The accessory dwelling unit receives approval from a sewer authority or Deschutes
County Environmental Soils for onsite wastewater disposal and treatment.
9. The lot or parcel is served by a fire protection service provider with professionals who
have received training or certification described in ORS 181A.410.
10. The accessory dwelling unit provides for all of the following:
a. Adequate access connecting an accessory dwelling unit with a fire protection service
provider with professionals who have received training or certification described in
ORS 181A.410. Adequate access is met by demonstrating compliance with section
10(a)i and 10(a)(ii), or section 10(a)(iii):
i. A continuous, minimum 20-foot width right(s)-of-way with an unobstructed
vertical clearance of not Tess than 13.5 feet. For the purposes of this section,
rights) -of -way are defined as:
1. Public roads with maintenance responsibility accepted by a unit of local
or state government or assigned to landowners or homeowners
association by covenant or agreement; or
2. Private roads, as permitted by DCC Title 18, with maintenance
responsibility assigned to landowners or homeowners associations by
covenant or agreement pursuant to ORS 105; and
ii. A continuous, minimum 20-foot width onsite driveway with an unobstructed
vertical clearance of not less than 13.5 feet, designed and maintained as
follows:
1. Composed of an all-weather surface including asphalt or concrete; or
2. Designed and maintained to support a minimum gross vehicle weight
(GVW) of 75,000 Ibs as certified by a Professional Engineer, registered in
Oregon;
iii. Written confirmation from a fire protection service provider with professionals
who have received training or certification described in ORS 181A.410, on a
form prepared by Deschutes County, that access to the property meets
minimum fire district requirements to provide emergency services to the
property;
b. A safe evacuation plan; and
c. Written authorization from the property owner(s) of the staged evacuation area
that the occupants of the accessory dwelling unit may evacuate to the staged
evacuation area.
11. Wildfire Hazard Mitigation Building Code Standards:
a. If the Statewide Wildfire Hazard Map described in ORS 477.490 has been approved,
the following requirements shall apply:
i. For areas designated as high wildfire hazard that are identified pursuant to ORS
477.490:
1. The Wildfire Hazard Mitigation building code standards as described in
section R327 of the Oregon Residential Specialty Code.
b. If the Statewide Wildfire Hazard Map described in ORS 477.490 has not been
approved, the following requirements shall apply:
i. The Wildfire Hazard Mitigation building code standards as described in section
R327 of the Oregon Residential Specialty Code.
12. Wildfire Hazard Mitigation Defensible Space Standards:
a. If the Statewide Wildfire Hazard Map described in ORS 477.490 has been approved,
the following requirements shall apply:
i. For all wildfire hazard designations in the wildland-urban interface that are
identified pursuant to ORS 477.490:
1. The minimum defensible space rules established by the State Fire
Marshal as described in ORS 476.392.
b If the Statewide Wildfire Hazard Map described in ORS 477.490 has not been
approved, then either the section 12(b)(i) or 12(b)(ii) requirements shall apply:
i. The property owner(s) shall construct and maintain the following firebreaks on
land surrounding the accessory dwelling unit on land that is owned or controlled
by the owner:
1. Primary Firebreak. Prior to use, a primary firebreak, not less than 10
feet wide, shall be constructed containing nonflammable materials. This
may include lawn, walkways, driveways, gravel borders or other similar
materials; and
2. Secondary Firebreak. A secondary firebreak of not less than 20 feet
wide shall be constructed outside the primary firebreak. This firebreak
need not be bare ground, but can include a lawn, ornamental shrubbery
or individual or groups of trees separated by a distance equal to the
diameter of the crowns adjacent to each other, or 15 feet, whichever is
greater. All trees shall be pruned to at least eight feet in height. Dead
fuels shall be removed; and
3. Fuel Break. A fuel break shall be maintained, extending a minimum of
100 feet in all directions around the secondary firebreak. Individual and
groups of trees within the fuel break shall be separated by a distance
equal to the diameter of the crowns adjacent to each other, or 15 feet,
whichever is greater. Small trees and brush growing underneath larger
trees shall be removed to prevent spread of fire up into the crowns of
the larger trees. All trees shall be pruned to at least eight feet in height.
Dead fuels shall be removed. The fuel break shall be completed prior to
the beginning of the coming fire season; and
4. No portion of a tree or any other vegetation shall extend to within 15
feet of the outlet of a stovepipe or chimney.
ii. The accessory dwelling unit has defensible space and fuel break standards as
developed in consultation with local fire protection service providers who have
received training or certification described in ORS 181A.410.
13. The existing sin gle-family dwelling property on the lot or parcel is not subject to an
order declarin
105.600.
action under ORS 105.550 to
14. A lot or parcel with an accessory dwelling unit approved under this section is ineligible
for:
a. A subdivision, partition, other division of the lot or parcel, or a property line
adjustment where the result of such application would be to situate the existing
single-family dwelling on a different lot or parcel than the accessory dwelling unit;
and
b Placement or construction of any additional accessory dwelling unit or any other
permanent or temporary structure or dwelling unit designed or used for residential
purposes, including medical hardship dwellings.
15. If the accessory dwelling unit is served by a well, the construction of the accessory
dwelling unit shall maintain all setbacks from the well required by the Water Resources
Commission or Water Resources Department.
16. A letter confirming that the supplier of water is "Willing and Able to Serve the
accessory dwelling unit shall be provided if the accessory dwelling unit is to be served by
any water source other than an onsite domestic well.
17. An existin• single-family dwelling and an accessory dwelling unit allowed under this
section are considered a single unit for the purposes of calculating ground water right
exemptions under ORS 537.545(1).
18. If the water supply source for the accessory dwelling unit or associated lands or gardens
will be a well using water under ORS 537.545 (1)(b) or (d), no portion of the lot or parcel
is within an area in which new or existing ground water uses under ORS 537.545 (1)(b)
or (d) have been restricted by the Water Resources Commission.
19. The applicant shall sign and record with the County Clerk, prior to the issuance of a
building permit a restrictive covenant stating an accessory dwelling unit allowed under
this section cannot be used for vacation occupancy, as defined in DCC 18.116.355(A)(71
and consistent with ORS 90.100.
HISTORY
Adopted by Ord. 2023-OOx §x on [date/
CHAPTER 18.132 VARIANCES
18.132.010 Variance Application
18.132.020 Authority Of Hearings Body
18.132.025 Minor Variances
18.132.030 Hearings Body Action On Variance
18.132.040 Variance Procedure
18.132.010 Variance Application
The Planning Director or Hearings Body may authorize area or use variance from the requirements of
DCC Title 18. Application for a variance shall be made by petition stating fully the grounds of the
application and the facts relied upon by the petitioner.
HISTORY
Adopted by Ord. PL-15 on 11/1/1979
Repealed & Reenacted by Ord. 91-020 §1 on 5/29/1991
18.132.020 Authority Of Hearings Body
A variance may be granted unqualifiedly or may be granted subject to prescribed conditions, provided
that the Planning Director or Hearings Body shall make all of the following findings:
A. Area variance.
1. That the literal application of the ordinance would create practical difficulties resulting in
greater private expense than public benefit.
2. That the condition creating the difficulty is not general throughout the surrounding area
but is unique to the applicant's site.
That the condition was not created by the applicant. A self-created difficulty will be
found if the applicant knew or should have known of the restriction at the time the site
was purchased.
That the variance conforms to the Comprehensive Plan and the intent of the ordinance
being varied.
B. Use variance.
1. That the literal application of the ordinance would result in unnecessary hardship to the
applicant. An unnecessary hardship will be found when the site cannot be put to any
beneficial use under the terms of the applicable ordinance.
2. Each of the findings listed in DCC 18.132.020(A)(1), (2) and (4).
C. Statutory Provisions.
1. Notwithstanding the provisions of this section, a variance may not be granted which
amends any standards mandated by the Oregon Revised Statues (ORS) or Oregon Administrative
Rules (OAR).
HISTORY
Adopted by Ord. PL-15 on 11/1/1979
Repealed & Reenacted by Ord. 91-020 §1 on 5/29/1991
Amended by Ord. 93-043 §24 on 8/25/1993
Amended by Ord. 2023-00x §x on (date]
18.132.025 Minor Variances
A variance seeking to depart from on -site requirements of DCC Title 18, such as setbacks and area
requirements, by no greater than 10 percent of the required distance or area may be granted by the
Planning Director or Hearings Body in conformance with DCC 18.132.025.
A. In the case of a setback or size variance, the applicant shall show that the approval will result in:
1. More efficient use of the site;
2. Preservation of natural features where appropriate;
3. Adequate provision of light and privacy to adjoining properties; and
4. Preservation of topographic, vegetative and drainage features which would be adversely
affected by application of the standards otherwise required by DCC Title 18.
B. A parcel that is smaller than the minimum lot size at the time of application may not be reduced
by more than 10 percent from its current size without a variance.
C. Notwithstanding B, above, a property may be reduced by more than 10 percent of its current
size without a variance if :
1. The property is located outside of a Farm (EFU) or Forest (F) zone;
The long-standing occupation area is different than the legal description in the deed for
the subject property;
The purpose of the property line adjustment is to correct the deed description to match
the long-standing occupation lines of the properties; and
4. The discrepancy between the deed lines and the occupation lines is documented by
submittal of a narrative and maps prepared by an Oregon Licensed Professional
Surveyor.
5. As used in this sub -section, "long-standing" means in excess of ten (10) years.
D. Statutory Provisions.
1. Notwithstanding the provisions of this section, a variance may not be granted which
amends any standards mandated by the Oregon Revised Statues (ORS) or Oregon Administrative
Rules (OAR).
HISTORY
Adopted by Ord. 91-038 §3 on 9/30/1991
Amended by Ord. 2004-013 §15 on 9/21/2004
Amended by Ord. 2010-003 §1 on 7/6/2010
Amended by Ord. 2023-00x §x on [datel
18.132.030 Hearings Body Action On Variance
In granting or denying a variance, the Planning Director or Hearings Body shall make a written record of
his findings and the facts in connection therewith, and shall describe the variance granted and the
conditions designated. The Planning Department shall keep the findings on file, and a copy of the
variance granted and the condition thereof shall be recorded with the County Clerk.
HISTORY
Adopted by Ord. PL-15 on 11/1/1979
Repealed & Reenacted by Ord. 91-020 §1 on 5/29/1991
18.132.040 Variance Procedure
The variance application shall be processed according to the terms of DCC Title 22, the Uniform
Development Procedures Ordinance.
HISTORY
Adopted by Ord. PL-15 on 11/1/1979
Repealed & Reenacted by Ord. 91-020 §1 on 5/29/1991
CHAPTER 19.12 URBAN AREA RESERVE ZONE UAR-10
19.12.020 Permitted Uses
*
*
19.12.020 Permitted Uses
The following uses are permitted:
A. Farm uses as defined in DCC Title 19.
B. Single-family dwelling.
C. Home occupation subject to DCC 19.88.140.
D. Other accessory uses and accessory buildings and structures customarily appurtenant to a
permitted use subject to DCC 19.92.020.
E. Day care center facilities subject to site review, DCC 19.76 and DCC 19.88.160.
F. Farm stands subject to DCC 19.76 and DCC 19.88.290.
G. Historic Accessory Dwelling Units, subject to DCC 19.92.150.
H. Residential Accessory Dwelling Units, subject to DCC 19.92.160
HISTORY
Adopted by Ord. PL-11 on 7/11/1979
Amended by Ord. 88-042 §4 on 12/19/1988
Repealed & Reenacted by Ord. 90-038 §1,2 on 10/3/1990
Amended by Ord. 91-001 §2 on 1/28/1991
Amended by Ord. 2008-014 §3 on 3/31/2008
Repealed & Reenacted by Ord. 2009-002 §1,2 on 2/11/2009
Amended by Ord. 2019-009 §4 on 9/3/2019
Recorded by Ord. 2019-009 §4 on 9/3/2019
Amended by Ord. 2023-00x §x on jdatel
CHAPTER 19.20 SUBURBAN LOW DENSITY RESIDENTIAL ZONE; SR 2 1/2
19.20.020 Permitted Uses
19.20.020 Permitted Uses
The following uses are permitted:
A. Single-family dwelling.
B. Agriculture, excluding the keeping of livestock.
C. Home occupations subject to DCC 19.88.140.
D.
Other accessory uses and accessory buildings and structures customarily appurtenant to a
permitted use subject to DCC 19.92.020.
E. Historic Accessory Dwelling Units, subject to DCC 19.92.150.
F_Child care facility and/or preschool.
G. Residential Accessory Dwelling Units, subject to DCC 19.92.160.
HISTORY
Adopted by Ord. PL-11 on 7/11/1979
Amended by Ord. 88-042:§6 on 12/19/1988
Repealed & Reenacted by Ord. 90-038 §1,2 on 10/3/1990
Amended by Ord. 91-001 §4 on 1/28/1991
Amended by Ord. 93-018 §3 on 5/19/1993
Repealed & Reenacted by Ord. 2009-002 §1,2 on 2/11/2009
Amended by Ord. 2019-009 §5 on 9/3/2019
Recorded by Ord. 2019-009 §5 on 9/3/2019
Amended by Ord. 2020-001 §20 on 4/21/2020
Amended by Ord. 2020-010 §9.on 7/3/2020
Amended by Ord. 2023-00x §x on [date/
CHAPTER 19.22 WESTSIDE TRANSECT ZONE; WTZ
19.22.020 Permitted Uses
19.22.020 Permitted Uses
The following uses and their accessory uses are permitted outright:
A. Single-family dwelling.
B. Home occupation subject to DCC 19.88.140.
C. Other accessory uses and accessory buildings and structures customarily appurtenant to a
permitted use subject to DCC 19.92.020.
D. Residential Accessory Dwelling Units, subject to DCC 19.92.160.
HISTORY
Adopted by Ord. 2019-001 §8 on 4/16/2019
Amended by Ord. 2023-00x §x on [date/
CHAPTER 19.92 INTERPRETATIONS AND EXCEPTIONS
19.92.150 Accessory Dwelling Units In UAR-10 And SR-2 1/2 Zones
19.92.160 Residential Accessory Dwelling Units In UAR-10, SR-2%, And WTZ Zones
19.92.150 Historic Accessory Dwelling Units In UAR-10 And SR-2 1/2 Zones
A. As used in this section:
1. "Historic Accessory dwelling unit ('ADU')" means a residential structure that is used in
connection with or that is auxiliary to a single-family dwelling. For the purposes of this
section, "auxiliary" means a use or structure incidental and subordinate to the main use
of the property, and located on the same lot as the main use.
2. "Area zoned for rural residential use" means land that is not located inside an urban
growth boundary as defined in ORS 195.060 and that is subject to an acknowledged
exception to a statewide land use planning goal relating to farmland or forestland and
planned and zoned by the county to allow residential use as a primary use.
3. "Historic home" means a single-family dwelling constructed between 1850 and 1945.
4. "New" means that the dwelling being constructed did not previously exist in residential
or nonresidential form. "New" does not include the acquisition, alteration, renovation
or remodeling of an existing structure.'
5 "Single-family dwelling" means a residential structure designed as a residence for one
family and sharing no common wall with another residence of any type.
B. An owner of a lot or parcel within an area zoned for rural residential use (UAR-10 and SR-2 1/2
zonc:,Zones) may construct a new single-family dwelling on the lot or parcel, provided:
1. The lot or parcel is not located in an area designated as an urban reserve as defined in
ORS 195.137;
2. The lot or parcel is at least two acres in size;
3. A historic home is sited on the lot or parcel;
4. The owner converts the historic home to an accessory dwelling unit upon completion of
the new single-family dwelling; and
5. The accessory dwelling unit may be required to comply with all applicable laws and
regulations relating to sanitation and wastewater disposal and treatment.
C. The construction of an accessory dwelling unit under subsection (B) of this section is a land use
action subject to DCC 22.20.
D. An owner that constructs a new single-family dwelling under subsection (B) of this section may
not:
1. Subdivide, partition or otherwise divide the lot or parcel so that the new single-family
dwelling is situated on a different lot or parcel from the accessory dwelling unit.
2. Alter, renovate or remodel the accessory dwelling unit so that the square footage of the
accessory dwelling unit is more than 120 percent of the historic home's square footage
at the time construction of the new single-family dwelling commenced.
3. Rebuild the accessory dwelling unit if the structure is deemed a dangerous building due
to fire or other natural disaster, pursuant to the Uniform Code for the Abatement of
Dangerous Buildings, which defines "dangerous building" as "Whenever any portion
thereof has been damaged by fire, earthquake, wind, flood or by any other cause, to
such an extent that the structural strength or stability thereof is materially less than it
was before such catastrophe and is Tess than the minimum requirements of the Building
Code for new buildings of similar structure, purpose or location."
4. Construct an additional accessory dwelling unit on the same lot or parcel.
E. A new single-family dwelling constructed under this section may be required to be served by the
same water supply source as the accessory dwelling unit.
F. Owner occupancy of either the accessory dwelling unit or the new single-family dwelling is not
required. However, the new single-family dwelling and the accessory dwelling unit may not be
used simultaneously for short-term rentals of thirty (30) consecutive days or less.
HISTORY
Adopted by Ord. 2019-009 §6 on 9/3/2019
Recorded by Ord. 2019-009 §6 on 9/3/2019
Amended by Ord. 2023-00x §x on (dates
19.92.160 Residential Accessory Dwelling Units In UAR-10, SR-2 %2, And WTZ Zones
A. As used in this section:
1. "Accessory dwelling unit ('ADU')" means a residential structure that is used in
connection with or that is auxiliary to a single-family dwelling. For the purposes of this
section, "auxiliary" means a use or structure incidental and subordinate to the main use
of the property, and located on the same lot as the main use.
2. "Rural residential use" means a lot or parcel located in the UAR-10, SR 2 1/2, or WTZ
zones, consistent with the definition in ORS 215.501.
3. "Safe evacuation plan" means an identifiable route on a right(s)-of-way and any onsite
driveways from the accessory dwelling unit to the staged evacuation area.
4. "Single-family dwelling" means a residential structure designed as a residence for one
family and sharing no common wall with another residence of any type.
5. "Staged evacuation area" means a public or private location that occupants of the
accessory dwelling unit may evacuate to reorganize.
6. "Useable floor area" means all areas of the accessory dwelling unit included within the
surrounding insulated exterior walls, exclusive of garages, carports, decks and porch
covers.
7. "Vacation occupancy" means occupancy in a dwelling unit, not including transient
occupancy in a hotel or motel, that has all of the following characteristics:
a. The occupant rents the unit for vacation purposes only, not as a principal residence;
and
b. The occupant has a principal residence other than at the unit; and
c. The period of authorized occupancy does not exceed 45 days.
B. One accessory dwelling unit (ADU) is permitted outright on a lot or parcel zoned UAR-10, SR-
2 % or WTZ provided:
1. One single-family dwelling is sited on the lot or parcel:
a. As used in this section, "sited" means established onsite or applied for prior to
issuance of any building or land use permits for an accessory dwelling unit.
b. Existing dwelling units meeting all other criteria in this section may be converted to
an accessory dwelling unit during construction of a new primary single-family
dwelling.
2. The lot area or parcel area is at least two acres in size.
3. The accessory dwelling unit will have a minimum setback of 100 feet from adjacent land
zoned F-1, F-2, or EFU and meet any other minimum setback requirements of the
underlying zone and combining zones.
4. ° The accessory dwelling unit will not include more than 900 square feet of useable floor
area.
5. The accessory dwelling unit will be located no farther than 100 feet from the existing
single-family dwelling, measured from a wall of the existing single-family dwelling to the
nearest part of the useable floor area of the accessory dwelling unit.
6. The accessory dwelling unit receives approval from a sewer authority or Deschutes
County Environmental Soils for onsite wastewater disposal and treatment.
7. The lot or parcel is served by a fire protection service provider with professionals who
have received training or certification described in ORS 181A.410.
8. The accessory dwelling unit provides for all of the following:
a. Adequate access connecting an accessory dwelling unit with a fire protection service
provider with professionals who have received training or certification described in
ORS 181A.410. Adequate access is met by demonstrating compliance with section
8(a)i and 8(a)(ii), or section 8(a)(iii):
i. A continuous, minimum 20-foot width right(s)-of-way with an unobstructed
vertical clearance of not less than 13.5 feet. For the purposes of this section,
right(s)-of-way are defined as:
1. Public roads with maintenance responsibility accepted by a unit of local
or state government or assigned to landowners or homeowners
association by covenant or agreement; or
2. Private roads, as permitted by DCC Title 18, with maintenance
responsibility assigned to landowners or homeowners associations by
covenant or agreement pursuant to ORS 105; and
ii. A continuous, minimum 20-foot width onsite driveway with an unobstructed
vertical clearance of not Tess than 13.5 feet, designed and maintained as
follows:
1. Composed of an all-weather surface including asphalt or concrete; or
2. Designed and maintained to support a minimum gross vehicle weight
(GVW) of 75,000 Ibs as certified by a Professional Engineer, registered in
Oregon;
iii. Written confirmation from a fire protection service provider with professionals
who have received training or certification described in ORS 181A.410, on a
form prepared by Deschutes County, that access to the property meets
minimum fire district requirements to provide emergency services to the
property;
b. A safe evacuation plan; and
c. Written authorization from the property owner(s) of the staged evacuation area
that the occupants of the accessory dwelling unit may evacuate to the staged
evacuation area.
9 Wildfire Hazard Mitigation Building Code Standards:
a If the Statewide Wildfire Hazard Map described in ORS 477.490 has been approved,
the following requirements shall apply:
i. For areas designated as high wildfire hazard that are identified pursuant to ORS
477.490:
1. The Wildfire Hazard Mitigation building code standards as described in
section R327 of the Oregon Residential Specialty Code.
b. If the Statewide Wildfire Hazard Map described in ORS 477.490 has not been
approved, the following requirements shall apply:
i. The Wildfire Hazard Mitigation building code standards as described in section
R327 of the Oregon Residential Specialty Code.
10. Wildfire Hazard Mitigation Defensible Space Standards:
a. If the Statewide Wildfire Hazard Map described in ORS 477.490 has been approved,
the following requirements shall apply:
i. For all wildfire hazard designations in the wildland-urban interface that are
identified pursuant to ORS 477.490:
1. The minimum defensible space rules established by the State Fire
Marshal as described in ORS 476.392.
b. If the Statewide Wildfire Hazard Map described in ORS 477.490 has not been
approved, then either the section 10(b)(i) or 10(b)(ii) requirements shall apply:
i. The property owner(s) shall construct and maintain the following firebreaks on
land surrounding the accessory dwelling unit on land that is owned or controlled
by the owner:
1. Primary Firebreak. Prior to use, a primary firebreak, not Tess than 10
feet wide, shall be constructed containing nonflammable materials. This
may include lawn, walkways, driveways, gravel borders or other similar
materials; and
2. Secondary Firebreak. A secondary firebreak of not less than 20 feet
wide shall be constructed outside the primary firebreak. This firebreak
need not be bare ground, but can include a lawn, ornamental shrubbery
or individual or groups of trees separated by a distance equal to the
diameter of the crowns adjacent to each other, or 15 feet, whichever is
greater. All trees shall be pruned to at least eight feet in height. Dead
fuels shall be removed; and
3. Fuel Break. A fuel break shall be maintained, extending a minimum of
100 feet in all directions around the secondary firebreak. Individual and
groups of trees within the fuel break shall be separated by a distance
equal to the diameter of the crowns adjacent to each other, or 15 feet,
whichever is greater. Small trees and brush growing underneath larger
trees shall be removed to prevent spread of fire up into the crowns of
the larger trees. All trees shall be pruned to at least eight feet in height.
Dead fuels shall be removed. The fuel break shall be completed prior to
the beginning of the coming fire season; and
4. No portion of a tree or any other vegetation shall extend to within 15
feet of the outlet of a stovepipe or chimney.
ii. The accessory dwelling unit has defensible space and fuel break standards as
developed in consultation with local fire protection service providers who have
received training or certification described in ORS 181A.410.
11. The existing single-family dwelling property on the lot or parcel is not subject to an
order declaring it a nuisance or subject to any pending action under ORS 105.550 to
105.600.
12. A lot or parcel with an accessory dwelling unit approved under this section is ineligible
for:
a. A subdivision, partition, other division of the lot or parcel, or a property line
adjustment where the result of such application would be to situate the existing
single-family dwelling on a different lot or parcel than the accessory dwelling unit;
and
b. Placement or construction of any additional accessory dwelling unit or any other
permanent or temporary structure or dwelling unit designed or used for residential
purposes, including medical hardship dwellings.
13. If the accessory dwelling unit is served by a well, the construction of the accessory
dwelling unit shall maintain all setbacks from the well required by the Water Resources
Commission or Water Resources Department.
14. A letter confirming that the supplier of water is "Willing and Able to Serve" the
accessory dwelling unit shall be provided if the accessory dwelling unit is to be served by
any water source other than an onsite domestic well.
15. An existing single-family dwelling and an accessory dwelling unit allowed under this
section are considered a single unit for the purposes of calculating ground water right
exemptions under ORS 537.545(1).
16. If the water supply source for the accessory dwelling unit or associated lands or gardens
will be a well using water under ORS 537.545 (1)(b) or (d), no portion of the lot or parcel
is within an area in which new or existing ground water uses under ORS 537.545 (1)(b)
or (d) have been restricted by the Water Resources Commission.
17. The applicant sha!l sign and record with the County Clerk, prior to the issuance of a
building permit, a restrictive covenant stating an accessory dwelling unit allowed under
this section cannot be used for vacation occupancy, as defined in DCC 19.92.160(A)(7)
and consistent with ORS 90.100.
HISTORY
Adopted by Ord. 2023-OOx §x on [date/
CHAPTER 19.108 VARIANCES
19.108.010 Authorization To Grant Or Deny Variances
19.108.020 Criteria
19.108.030 Authorization To Grant Or Deny Variances To On -Site Requirements
19.108.040 Criteria For Variances Granted Under DCC 19.108.030
19.108.050 Application For A Variance
19.108.010 Authorization To Grant Or Deny Variances
Except as provided in DCC 19.108.030, the Planning Director or Hearings Body may authorize variances
from the standards of DCC Title 19 where it can be shown that, owing to special and unusual
circumstances related to a specific piece of property, the literal interpretation of DCC Title 19 would
cause an undue or unnecessary hardship; except that no variance shall be granted to allow the use of the
property for purposes not authorized within the pertinent zone or to alter any procedural requirements
of DCC Title 19. In granting a variance, the Planning Director or Hearings Body may attach conditions
necessary to protect the best interest of the surrounding property or neighborhood and to otherwise
achieve the purposes of DCC Title 19.
HISTORY
Adopted by Ord. PL-11 on 7/11/1979
Repealed & Reenacted by Ord. 90-038 §1 on 10/3/1990
19.108.020 Criteria
No variance shall be granted pursuant to the provisions of DCC 19.108.010 unless the applicant can
establish:
A. That special conditions exist which are peculiar to the land, structure or building involved and
which are not applicable to other lands, buildings or structures in the same zone; and
B That strict interpretation of the provisions of DCC Title 19 would deprive the applicant of rights
commonly enjoyed by other properties in the same zone under the terms of DCC Title 19; and
C. That the special conditions and circumstances do not result from the actions of the applicant
and such conditions and circumstances do not merely constitute pecuniary hardship or
inconvenience; and
D. That granting the variance will be in harmony with the objectives of DCC Title 19 and not
injurious to the neighborhood or otherwise detrimental to the public welfare.
D E. Notwithstanding the provisions of this section, a variance may not be granted which amends any
standards mandated by the Oregon Revised Statues (ORS) or Oregon Administrative Rules (OAR).
HISTORY
Adopted by Ord. PL-11 on 7/11/1979
Repealed & Reenacted by Ord. 90-038 §1 on 10/3/1990
Amended by Ord. 2023-00x §x on [date!
19.108.030 Authorization To Grant Or Deny Variances To On -Site Requirements
The Planning Director or Hearings Body may authorize a variance from the standards of DCC Title 19
relating to on -site requirements (e.g. yards, parking, etc.), provided that no variance under DCC
19.108.030 shall be greater than 25% of the setback, parking or other similar area requirement from
which the variance is sought.
HISTORY
Adopted by Ord. PL-11 on 7/11/1979
Repealed & Reenacted by Ord. 90-038 §1 on 10/3/1990
19.108.040 Criteria For Variances Granted Under DCC 19.108.030
In the case of a yard variance, the applicant shall show the approval will result in:
A. More efficient use of the site; and
B. Preservation of natural features, where appropriate; and
C. Adequate provision of light and privacy to adjoining properties; and
D. Preservation of natural features of the site (topography, vegetation and drainage) which would
be adversely affected by application of required parking standards, where appropriate.
HISTORY
Adopted by Ord. PL-11 on 7/11/1979
Repealed & Reenacted by Ord. 90-038 §1 on 10/3/1990
19.108.050 Application For A Variance
A property owner or his agent, authorized in writing, may initiate a request for a variance by filing an
application with the Planning Director. The application shall be accompanied by a plan, drawn to a
suitable scale, showing the condition to be varied and the dimensions and arrangements of the
proposed development. The application shall be reviewed in the manner provided for in the County's
land use procedures ordinance.
HISTORY
Adopted by Ord. PL-11 on 7/11/1979
Amended by Ord. 88-042 §42 on 12/19/1988
Repealed & Reenacted by Ord. 90-038 §1,2 on 10/3/1990
Amended by Ord. 95-050 §9 on 6/28/1995
CHAPTER 22.04 INTRODUCTION AND DEFINITIONS
22.04.040 Verifying Lots of Record
22.04.040 Verifying Lots of Record
A. Purpose; scope. Concurrent with or prior to the issuance of certain permits, a lot or parcel shall
be verified pursuant to this section to reasonably ensure compliance with the zoning and land
division laws in effect on the date the lot or parcel was created. Not all permits require
verification. If required, verifying that the lot or parcel was lawfully created is a threshold issue
that should be addressed before the permit may be issued, but does not supersede or nullify
other permit requirements. This section 22.04.040 provides an applicant the option to
concurrently verify a lot or parcel as part of applying for a permit that requires verification, or
preliminarily apply for a declaratory ruling to thereby determine the scope of available permits.
B. Permits Requiring Verification.
1. Unless an exception applies pursuant to subsection (B)(2) below, verifying a lot or parcel
pursuant to subsection (C) shall be required prior to the issuance of the following
permits:
a. Any land use permit for a unit of land in the Exclusive Farm Use Zones (DCC
Chapter 18.16), Forest Use Zone - F1 (DCC Chapter 18.36), or Forest Use Zone —
F2 (DCC Chapter 18.40);
b. Any permit for a lot or parcel that includes wetlands as shown on the Statewide
Wetlands Inventory;
Any permit for a lot or parcel subject to wildlife habitat special assessment;
d. In all zones, a land use permit relocating property lines that reduces in size a lot
or parcel;
e_In all zones, a land use, structural, or non -emergency on -site sewage disposal
system permit if the lot or parcel is smaller than the minimum area required in
the applicable zone;
f. In all zones, a permit for a Historic Accessory Dwelling Unit as defined in DCC
18.116.350 or 19.92.150;
e:g. In all zones, a permit for an Accessory Dwelling Unit as defined in DCC
18.116.355 or 19.92.160.
C. Verified Lots of Record. Permits that require verification shall only be issued to lots or parcels
that meet the "lot of record" definition in 18.04.030.
D. Findings; Declaratory Ruling. If an applicant is applying for a land use permit listed in subsection
(B)(1), the County shall include a finding verifying that the lot or parcel meets the "lot of record"
definition in 18.04.030, a finding noting that the lot or parcel does not meet the "lot of record"
1
definition in 18.04.030, or a finding noting that verification was not required because the lot or
parcel qualified for an exception pursuant to subsection (B)(2). If an applicant is applying for a
permit listed in subsection (B)(1) that does not require public notice, or prior to applying for any
permit, an applicant may request a declaratory ruling pursuant to DCC Chapter 22.40. lithe lot
or parcel meets the "lot of record" definition in 18.04.030, the County shall issue the declaratory
ruling determining that the lot or parcel qualifies for all permits listed in subsection (B)(1). If the
lot or parcel does not meet the "lot of record" definition in 18.04.030, the County shall not issue
the declaratory ruling and instead shall provide the applicant information on permit options that
do not require verification and information on verification exceptions that may apply pursuant
to subsections (B)(2).
HISTORY
Adopted by Ord. 2017-015 §3 on 11/1/1979
Amended by Ord. 2023-00x §x on [date]
COMMUNITY DEVELOPMENT
MEMORANDUM
TO: Deschutes County Planning Commission
FROM: Kyle Collins, Associate Planner
Will Groves, Planning Manager
DATE: July 19, 2023
SUBJECT: Rural Accessory Dwelling Unit (ADU) Legislative Amendments - Planning Commission
Recommendations, Public Comments, and Agency Comments
The Board of County Commissioners (Board) will conduct a public hearing on July 26, 2023 concerning
local provisions for rural ADUs as identified in Senate Bill (SB) 3911 (file no. 247-22-000671-TA).
Staff submitted an initial 35-day Post -Acknowledgement Plan Amendment (PAPA) notice to the
Department of Land Conservation and Development (DLCD) on August 17, 2022. A public hearing
was held with the Deschutes County Planning Commission (Commission) on September 22, 20222.
The Commission held deliberations on October 27, 20223 and the recommendations from that
meeting are discussed within provided attachments.
Since the Commission's initial public hearing on this proposal, legislation was passed by the Oregon
Legislature which requires several changes to the original proposed amendments to maintain
compliance with state standards. Specifically, SB 644 was recently passed which provides direction to
local jurisdictions looking to adopt rural ADU standards prior to formal release of the Statewide
Wildfire Hazard Map required by SB 762. Additionally, SB 80 was passed which alters the original
standards and terminology used within the forthcoming Statewide Wildfire Hazard Map. Further
details regarding SB 644 and SB 80 are discussed in following sections.
Given the passage of SB 644 and SB 80, along with the necessary amendment changes required by
the bills, staff conducted a work session with the Board on June 5, 2023 to understand preferred steps
on the ADU proposal moving forward. During that work session, the Board directed staff to reinitiate
PAPA notice proceedings with DLCD to capture the newest version of the amendments and provide
the Commission with an opportunity to review the revised amendments. Per Board direction, staff
1 https://olis.oregonlegislature.gov/liz/2021R1/Downloads/MeasureDocument/SB0391/A-Engrossed
2 See Deschutes County Planning Commission September 22, 2022 Agenda for more information:
https://www.deschutes.org/bc-pc/page/planning-commission-17
3 See Deschutes County Planning Commission October 27, 2022 Agenda for more information:
https://www.deschutes.org/bc-pc/page/planning-commission-21
submitted a revised 35-day PAPA notice to DLCD on June 7, 2023 and held a new work session with
the Commission on July 13, 2023.
I. FIRST PLANNING COMMISSION RECOMMEDATIONS
As noted above, a public hearing was held with the Commission on September 22, 2022. The
Commission held deliberations on October 27, 2022 and made recommendations concerning the
proposed amendments. Many of these recommendations correspond with staff's initial draft
amendments while others would require new language and modifications to the proposed
amendments:
• Recommendation #1 (approved 4 to 2): The Commission recommended adoption of the
proposed amendments, with changes to the initial proposal as discussed herein.
• Recommendation #2 (approved 5 to 1): "Useable floor area" is undefined within SB 391 and
the administering statutes. The Commission recommends "Useable Floor Area" be defined as
"the area of the accessory dwelling unit included within the surrounding exterior walls,
including garages and other accessory components." To clarify, the 900 square -foot size
limitation for rural ADUs would apply to the entire ADU structure, including garages and
accessory components.
• Recommendation #3: A unit must be located no farther than 100 feet from the existing single
family dwelling, measured from a wall of the single-family dwelling to the nearest part of the
"useable floor area" of the accessory dwelling unit. This recommendation was unchanged by
the Commission from staff's initial proposal and thus no approval vote was taken.
• Recommendation #4: Due to vulnerable groundwater characteristics in southern Deschutes
County, the Commission recommends the minimum lot or parcel size for rural ADUs to be at
least five (5) acres in size. The boundaries of this recommendation were defined by the upper
Deschutes watershed area studied during the La Pine Demonstration Project, US Geological
Survey report 2007-5237, USGS Fact Sheet 2007-3103. This recommendation was unchanged
by the Commission from staff's initial proposal and thus no approval vote was taken.
• Recommendation #5 (approved 5 to 1): The Commission recommends prohibiting rural ADU
development in designated Goal 5 resource areas (i.e. - Wildlife Area Combining Zone, Greater
Sage -Grouse Area Combining Zone, and the Sensitive Bird and Mammal Habitat Combining
Zone).
• Recommendation #6 (approved 6 to 0): Pursuant to SB 762, the Commission recommends
delaying the adoption of any local rural ADU legislation until such time as the final Statewide
Map of Wildfire Risk (Statewide Wildfire Hazard Map) has been released by the Oregon
Department of Forestry (ODF).
o This recommendation was made prior to adoption of SB 644 and the corresponding
impacts on SB 391 and the Statewide Map of Wildfire Risk (Statewide Wildfire Hazard Map).
Page 2 of 8
o SB 644 effectively decouples the Statewide Map of Wildfire Risk (Statewide Wildfire Hazard
Map) from the adoption of any local rules allowing rural ADUs. During any interim period
where a local jurisdiction has adopted rules allowing ADUs and prior to the release of the
final risk map, any constructed ADUs will be subject to the home hardening building codes
as described in section R327 of the 2021 Oregon Residential Specialty Code.
• Recommendation #7 (approved 6 to 0): The Commission recommends prohibiting rural ADU
development the Westside Transect Zone (WTZ) Zone.
• Recommendation #8 (approved 6 to 0): The Commission recommends prohibiting both the
existing single-family dwelling and the ADU for vacation occupancy use, as defined in DCC
18.116.370(A)(8) and consistent with ORS 90.100.
Outside of the explicit recommendations above, the Commission engaged in numerous discussion
points relevant to the proposed amendments. A number of Commissioners expressed concern that
the rural ADU amendments were being presented prior to completion of other ongoing long range
planning initiatives which may have significant bearing on the proposal. Specifically, some
Commissioners highlighted the importance of the ongoing state wildfire mitigation efforts and SB
762, the ongoing Deschutes County Comprehensive Plan update (Deschutes 2040), and the ongoing
Goal 5 habitat inventory update for mule deer (Wildlife Inventory Update)4. Of these items, only the
SB 762 mapping and wildfire mitigation efforts received a majority vote recommending delay of the
proposed amendments. Should the Board elect to follow the Commission's recommendation to delay
adoption of the proposed amendments until release of the final Statewide Map of Wildfire Risk
(Statewide Wildfire Hazard Map) by ODF, it is unclear when these maps will be formally released and
may delay adoption and implementation of any local ADU standards.
II. SECOND PLANNING COMMISSION RECOMMEDATIONS
As noted above, a second work session was held with the Commission on July 13, 2023. The
Commission made recommendations concerning the proposed amendments during the same
meeting. This work session was held before a different Commission composition, as two previous
Commissioners ended their terms prior to July 2023. Many of these recommendations correspond
with staff's initial draft amendments while others would require new language and modifications to
the proposed amendments:
• Recommendation #1 (approved 5 to 0): The Commission recommended adoption of the
proposed amendments, with changes to the initial proposal as discussed herein.
• Recommendation #2: "Useable floor area" is undefined within SB 391 and the administering
statutes. For the purposes of Deschutes County Code, "Useable Floor Area" currently means
"the area of the accessory dwelling unit included within the surrounding insulated exterior
4 As of June 26, 2023, the Board elected to withdraw the proposed Goal 5 habitat inventory update for mule
deer.
Page 3 of 8
walls, exclusive of garages, carports, decks and porch covers." This recommendation was
unchanged by the Commission from staff's initial proposal and thus no approval vote was
taken.
• Recommendation #3: A unit must be located no farther than 100 feet from the existing single
family dwelling, measured from a wall of the single-family dwelling to the nearest part of the
"useable floor area" of the accessory dwelling unit. This recommendation was unchanged by
the Commission from staff's initial proposal and thus no approval vote was taken.
• Recommendation #4: Due to vulnerable groundwater characteristics in southern Deschutes
County, the Commission recommends the minimum lot or parcel size for rural ADUs to be at
least five (5) acres in size. The boundaries of this recommendation were defined by the upper
Deschutes watershed area studied during the La Pine Demonstration Project, US Geological
Survey report 2007-5237, USGS Fact Sheet 2007-3103. This recommendation was unchanged
by the Commission from staff's initial proposal and thus no approval vote was taken.
• Recommendation #5 (approved 3 to 2): The Commission recommends prohibiting rural ADU
development in designated Goal 5 resource areas (i.e. - Wildlife Area Combining Zone, Greater
Sage -Grouse Area Combining Zone, and the Sensitive Bird and Mammal Habitat Combining
Zone).
• Recommendation #6 (approved 3 to 2): The Commission recommends prohibiting rural ADU
development in the Westside Transect Zone (WTZ) Zone.
• Recommendation #8 (approved 4 to 0, 1 abstain): The Commission recommends prohibiting
both the existing single-family dwelling and the ADU for vacation occupancy use, as defined
in DCC 18.116.370(A)(8) and consistent with ORS 90.100.
Ultimately, all the previous recommendations from the Commission were maintained, with the
exception of the previously proposed "useable floor area" definition. During the second round of
deliberations, the Commission ultimately agreed with the draft proposal as initially drafted by staff.
Outside of the explicit recommendations above, the Commission engaged in numerous discussion
points relevant to the proposed amendments. Some Commissioners expressed possible options to
mitigate the groundwater impacts in southern Deschutes County without imposing acreage
standards for new ADU development. However, ultimately no supplementary recommendation on
this point was proposed. Additionally, some Commissioners expressed support for allowing ADU
development within the WTZ Zone, given existing requirements for wildlife habitat protection and
wildfire mitigation.
III. WRITTEN TESTIMONY & DISCUSSION
To date, a total of seventeen (17) comments from sixteen (16) members of the public have been
received by staff concerning the initially proposed amendments.
Page 4 of 8
Eight (8) of the submitted comments generally expressed support for the proposed ADU
amendments, citing the following items:
• Opportunities for a general increase in housing supply, particular given ongoing housing
shortages and burdensome rental costs in Central Oregon.
• Increased opportunities for intergenerational living as many aging parents and family
members pursue housing with other family members on existing developed properties.
• Increased economic activity from rural ADU development.
• In conjunction with the initially proposed County standards, the existing requirements in SB
391 will serve to limit the effects of increased development in rural areas of the county.
Alternatively, nine (9) of the submitted comments expressed general disapproval of the proposed
ADU amendments, citing the following items:
• Negative impacts from increased traffic.
• Additional risk from adding residential development in high wildfire risk areas.
• Impacts to pre-existing water resources from adding additional exempt, private residential
wells in the rural county.
• Loss of open space and rural quality of life expected from increased rural density.
• Impacts to wildlife populations and habitat related to increased development density.
• General skepticism around the impact that rural ADUs would have on housing availability and
affordability in the region.
• Concerns that certain restrictions, such as the limitation of utilizing rural ADUs for short term
vacation rental purposes, can be accurately tracked and enforced by county staff.
Among those comments expressing general disapproval, not all requested a full denial of the
proposed amendments. Certain commenters suggested additional actions or details that should
accompany any ADU program if ultimately approved by the Board:
• Delaying the amendment process until final versions of the Statewide Wildfire Hazard Map
required by Senate Bill (SB) 762 has been released by the Oregon Department of Forestry.
• Prohibit ADUs in all Goal 5 inventories captured by Deschutes County, including the Wildlife
Area Combining Zone, Greater Sage -Grouse Area Combining Zone, and the Flood Plain Zone.
• Prohibit ADUs in the Westside Transect Zone.
Page 5 of 8
• Delay the amendment process until the County's proposed Goal 5 inventory update is
completed5.
IV. PLANNING COMMISSION HEARING TESTIMONY & DISCUSSION
During the public hearing before the Commission, nine (9) individuals provided testimony. Some
testimony expressed dissatisfaction regarding the proposed text amendments in general. These
comments focused primarily on the following items:
• Negative impacts to wildlife populations.
• Negative impacts on ground water supplies.
• Potential code compliance issues, specifically related to the required prohibition on vacation
rentals.
• Additional wildfire risk from increased development in the rural county.
• A lack of compatibility between the proposed amendments, the statewide land use goals, and
the Deschutes County Comprehensive Plan.
Some testimony expressed support for the proposed text amendments in general. These comments
focused primarily on the following items:
• Opportunities for a general increase in housing supply, particular given ongoing housing
shortages and burdensome rental costs in Central Oregon.
• Increased opportunities for intergenerational living as many aging parents and family
members pursue housing with other family members on existing developed properties.
• Increased economic activity from rural ADU development.
V. AGENCY COMMENTS & DISCUSSION
As part of the record, ten (10) comments have been included from several state and local agencies
with an interest in the proposed ADU amendments. Staff will attempt to highlight some of those
specific comments that are particularly pertinent:
Deschutes County Environmental Soils Division
Due to concerns regarding failing treatment systems and groundwater impacts, the Onsite
Wastewater Division recommends the following:
5 As noted above, the Board elected to withdraw the proposed Goal 5 habitat inventory update for mule deer.
Page 6of8
• Increasing the minimum lot or parcel size for rural ADUs to be at least five (5) acres in size in
this specific geographic area. Additionally, in consultation with the Onsite Wastewater
Division, staff has explored the possibility of requiring advanced wastewater treatment
systems for ADU development in southern Deschutes County.
• Limiting properties constructed with ADUs from all future residential dwelling development,
including additional ADUs, medical hardship dwellings, and temporary dwellings within
recreational vehicles or similar uses.
Oregon Department of Fish and Wildlife
The Oregon Department of Fish and Wildlife (ODFW) has requested certain mitigation standards for
any ADUs that may be developed within the Wildlife Area (WA) Combining Zone. Specifically, ODFW
has requested the following:
• The siting and fencing standards of Deschutes County Code (DCC) 18.88' be maintained for all
rural ADU development in the WA Combining Zone.
• A specific size limitation be instituted for all accessory components (i.e. - garages, storage
structures, etc.) of any developed ADU not included in the 900 square -foot "useable floor area"
required by SB 391.
• Access to properties should utilize existing roads and driveways for all rural ADU
development.
Staff believes that the siting and fencing standards of DCC 18.88 would apply to all rural ADU
development, regardless of specific language included in the proposed text amendments. To
maintain clarity, should rural ADUs be allowed within the Wildlife Area Combining Zone, staff could
modify the proposed amendment language to explicitly state the referenced standards from DCC
18.88 will apply to any future ADU development.
Options for specific size limitations have been proposed and discussed by the Commission regarding
accessory components of an ADU. As discussed above and within the attached Recommendation
Matrix (Attachment 1), the Commission initially recommended limiting the definition of "useable floor
area" to encompass both living areas and accessory components of an ADU. As recommended, the
total footprint of any proposed ADU, including components such as garages or storage areas, would
be limited to 900 square feet.
Finally, staff notes that construction of new roads is typically reviewed through a subdivision or
partition process against the standards of DCC Title 17. These proposals are generally distinct from
specific physical development on an individual property, such as the construction of an ADU.
Additionally, driveway permits are issued and reviewed through the Road Department primarily for
6
https://deschutescounty.municipalcodeonline.com/book?type=ordinances#name=CHAPTER 18.88 WILDLIFE AREA COMB
INING ZONE; WA
Page 7 of 8
compliance with clear sighting and other safety requirements. If driveway access to rural ADUs is
required to be consolidated to existing access points, it is unclear how this specific standard would
be reviewed or enforced over time.
Oregon Association of Water Utilities
The Oregon Association of Water Utilities has requested certain permitting standards for properties
pursuing ADU development. Specifically, the Association notes there are many different types of
water systems serving portions of rural Deschutes County, and not all of these systems have the
ability to add new demand. While any one ADU may not be problematic, the cumulative additional
demand of multiple new ADU's in portions of a system without available capacity will result in a
degradation of service to existing customers.
In order to avoid legal battles from all involved and/or existing utility customers, the Association has
requested that a letter of approval to proceed from a county is provided only after or upon such
letters of capacity and capability from utilities are received, otherwise known as a "Willing and Able
to Serve Letter."
After review of this request, staff notes that the proposed draft amendments were altered to require
the submittal of a "Willing and Able to Serve Letter" from any property owner looking to develop an
ADU if the unit is to be served by any water source other than an onsite domestic well.
Attachments:
1. Planning Commission Recommendation Matrix
Page 8 of 8
z
2
�4
X
w
X <
Q
2
O L911—
a zz
o'
W W Q
2o
0 c�
L) Ems, t
O CAICe
Vi
ZO L� Z
N •Z'
2
2 Q
o
cc
Z J
Z
Z
J LO
0
t7�
m
co
N
CO
Q
Z;
ton
w
Second Recommendation
• Approve rural ADU
development in Deschutes
County
• Recommended by Planning
Commission 5 to 0
cc •E 4- C In
G' 0 3 0 v .c 3 N. ac
aN' as 3 rj > w 0 m
0
U N N a.` N C a)
v c nn ax' •C c 5 o a'
4'c,, a-. E 0 a m >. ._m
c—or o_, m E a E a o a
N i on 2 N 0 0 C H O. To
N N E N O On c a) E >O
,vn ar d d 'a u N c'ci E Y a
-c 3 Y `m o Z c 0• a
o :'' a a' on aI— c U F. CO
• •
• A unit must be located no
farther than 100 feet from
the existing single family
dwelling, measured from a
wall of the single-family
dwelling to the nearest part
of the "useable floor area" of
the accessory dwelling unit.
• This recommendation was
unchanged by the
Commission from staffs
initial proposal and thus no
approval vote was taken.
First Recommendation
• Approve rural ADU
development in Deschutes
County
• Recommended by Planning
Commission 4 to 2
on
a Io
) A u W o ,o O
ch a1 i 2 E a' Lc,
c .9, D o`0n O c o
- o on N �N
N •£ Q c 0 E N
a, N E E
0- Y O U O E
C' 9. N L N= U
• •
o N 0
N E N w c Y Y
O c, aJ c m a' '00 U E N N
d c o 3
O c TA 2 c +0+ 7 N Y a' .... - a)
�n m c E a' 5 w - E a o a >>
0 c• +"ce 0 a' O
E bfl on w on u— N_ .
,. a' x E o t o° c. 0 E a o
c •c a' a) - a' i+ f0 N N U E j: it.
Q 42 Y '30 '30 0 (0 'O F- 7 U g N
• •
Possible Alternatives
1. Prohibit rural ADU development in
Deschutes County.
1. Require the 900 square -foot limit to
apply to the entire ADU structure,
including garages and accessory
components.
2. Set a maximum size limit to accessory
components of ADUs such as garages.
3. Additional requirements for
permitting standards on habitable
versus non -habitable space (i.e. —
Group R-3 building permits for
habitable space and Group U permits
for non -habitable space).
1. Requiring the entire footprint of an
ADU to be located within 100 feet of
the existing single-family dwelling.
Draft Amendment Standards
Allows an owner of a lot or parcel within an area zoned
for rural residential use to construct one accessory
dwelling unit' on the lot or parcel. Applies to Rural
Residential (RR10), Multiple Use Agricultural (MUA10),
Urban Area Reserve (UAR-10), Suburban Residential (SR
2.5), and Westside Transect (WTZ) zones. Additional local
standards are proposed.
"Useable floor area" is undefined within SB 391 and the
administering statutes. For the purposes of Deschutes
County Code, "Useable Floor Area" currently means "the
area of the accessory dwelling unit included within the
surrounding insulated exterior walls, exclusive of garages,
carports, decks and porch covers."
A unit must be located no farther than 100 feet from the
existing single family dwelling, measured from a wall of
the single-family dwelling to the nearest part of the
"useable floor area" of the accessory dwelling unit.
SB 391/644 Criterion
v
O
Z
v
-0 v
u.o
c = od
o v
c a
u c
D Y?
¢ o co
L O O1 `1
- E aw' 0
v
c o no
=0v
v °' 'N
3 o tiD
a 0 0 on
> o Ncc
o a' co v TO
O t v 0
Y
m 3 L E>
L 'c t' O E
w
Issue Area
m s p r.
a
2 a 3 N
2).
a v o m
p ,a
t ro Q
Q as ia
m
0
'0 LL
o v o' r•
..cm-0-0
vc
o
2� Q0
u r
= 0 0+ N a
0
o, N E Y
in o ill
n
oNc
•— wY t, a'
2 nv>
ti
N
m
ti
247-22-000671-TA PC Recommendation Matri
PLANNING COMMISSION RECOMMENDATION MATRIX
SENATE BILLS (SBs) 391 & 644 RURAL ACCESSORY DWELLING UNIT (ADU) TEXT AMENDMENTS
Land Use File No. 247-22-000671-TA
Second Recommendation
0
C '
t• -, Lo >. u) t n G
t • 1 — F.:3 .F- ' 2 I'
0 E a gb.°
4-• 0 0 .. 4-' 4-)
.2 4: •V 'I:: 8 g.I.,.r2 t,..-!'
....,>. 75 ,....,,, 2- 'E 7.
,Sige,w.,AuE•p- a.
c 8 ai-g58.:E.f.t
• •
' I cbi, 0 CU -0
, CW ) I , -° M. • . • . . , MC
Y', -...-.2 (-7 2 = T.
ft • ,, ,E' "-: - : - 9cu ":- 'E ' r-t: 7ec-c . I:75: -154 - '.. s - :442 , 31 3. i :: MN
I
_.
:15'aLog‘9 ._8gElE •E
]E 15 — =64'0`4EES E
2. r g => g g! 2 000
• •
First Recommendation
t 0
..... _c ...•c
a) E < ye c 0 .,.9 4-, m
5 -- a) ,,.-..-,
.cEE't.34owEo',:c3
&
'6 ......tr' Ew ,c,>+ ,6,,,,
.c • 173 ....) uc,"0.>
0 c0 3 w . -5
C 0 0. +1,7 i- = 0 • M
• •
'0 I tli -C
'2
c
..71b4C 2" : El" 6-, cw-oE
—07
a, ,r,
,T, .'-'10
301.,-,14."...uaJE,--EE
a. •as W P.1 ...L. ...)
• •
Possible Alternatives
sc a) o
c
6 a) 0 w
E 5 L, -0 , E a, •'::71 4-' E .2 Ew (0 W 4" C ' a c (11 Si
0 ,e, c,_ 4, '.. T., 0 -ES - .c2 ;) P'o2 4'1' . g-
. . E to =- E E 0 0
Tui -, ci_ )-- = c, ..c ,,.; .- --G-., c > G., D - = >, C) =
,-- <
'1.72 2 Fo 1,.' -21' ?," ,r`f3 .—c,,, .n.,.< • -...c 2 „„S -C9. . '. tn g T2
r° 7 M D (% ' '''' bi-) " "w C) 2 w 'E' 0 2
' - , ,a , =a. . 2 ,:, 3 ,..T, ,Te , „, ,_ .0 a ,,-
. 47- _ g i nc < -2 7,' =,_ ED E B ,2 —a, E 112 $2
It g,, 72 2 _' 'g . eil ,2 22 L2 .>_- r, .,1' _2 ‘.-'•
:77, E 0210 )
o w g -a, ,.. cr ‘, 48 2 ..E.., 0 a =
o -
ni 4
1. Prohibit rural ADU development in
designated Goal 5 resource areas (i.e.
— Wildlife Area Combining Zone,
Greater Sage -Grouse Area Combining
Zone, and the Sensitive Bird and
Mammal Habitat Combining Zone)
2. Prohibit rural ADU development in
some, but not all, designated Goal 5
resource areas.
3. Develop additional restrictions in
coordination with the Oregon
Department of Fish and Wildlife
(ODFW) for rural ADU development in
designated Goal 5 resources areas
such as minimum parcel sizes,
driveway access consolidation, etc.
Current Amendment Standards
Due to vulnerable groundwater characteristics in
southern Deschutes County, the Onsite Wastewater
Division recommends increasing the minimum lot or
parcel size for rural ADUs to be at least five (5) acres in
size. The boundaries of this recommendation were
defined by the upper Deschutes watershed area studied
during the La Pine Demonstration Project, US Geological
Survey report 2007-5237, USGS Fact Sheet 2007-3103.
Allows rural ADU development in designated Goal 5 areas
such as the Wildlife Area Combining Zone, subject to
existing standards and requirements. Any development
within Goal 5 sites such as the Flood Plain Zone or
jurisdiction wetlands requires a Conditional Use Permit
and review by local, state, and federal agencies to ensure
compliance with environmental and natural hazard
mitigation regulations. However, as presently drafted,
the proposed amendments do not allow ADU
development within the Flood Plain Zone (DCC 18.96).
SB 391/644 Criterion
w
c
o
z
cu
c
o
z
Issue Area
,,, E :a,' rs•
.— vl 0 a) 0 a) C
15 g .22 iE 11,1 .2
:i == 3 42 c (J CD C.
en,..
Cli c >• c 0 '77,
711 ea
E to a)
owl. u,"L'
o ,..) ea ro co ea in 0. en z cc
en
247-22-000671-TA PC Recommendation Matrix
PLANNING COMMISSION RECOMMENDATION MATRIX
Second Recommendation
,
al
to
c >.
S2 6 _, -° C
o ° .1) c) . 2
C . i. ,
.0) ....; .3 2 .2
.., c u,
• 3 > 0 12 0
0. 'to 0 , 0
C to
c
. 2 , .:, ' 7, + - ' .
.0) > •_ ? E
„TA 0 0 ,.,,
cl 752-..
• •
First Recommendation
g tr,
IF. ''' 0," C
0 U - L.. • ' E
, . F,
c Ta "p_. "a .- -o
o 0 .F.. ,-0 "0 0 CU tC.
N1 (1) 4-0 'V c
IV MI (1) CO ,‘,2 C C 0
0., 71 .0 = 01 a' a' 77,
.0 ' to go F 1, E E . ,L)
ca' ,, e.' ' -c t„, „ , ,E E
m D 4' 7 o. ca zr.s E
13., ca E ' - 0) a ) w o
• •
Possible Alternatives
To E 2
c to 2 1 I
< coto Fa co a ,
,.... CU
g
§"' 4,_ j u- TD L. ._ • c
7.-_, -2 , 45 '-- 'a+)
- 0 S 8
t":„ c a, goa) =,-- ,a a,
_c .2 7_ 7,, E , g
>-- --- a) c ra 5 c
12 • - -,--' ea tsa 2 aCr 00
.i12 ,../1 .0 0 CL V, (../
Current Amendment Standards
u
l'IC
(:) 0
. (+:"'
0 ..o
V2 " ''' O ..c 2 17, • • ,C0 a-Z "heu 2 ,9
t '''.9 2 -.`= 5 2 2 -(1) -' . 2 - c - 0 E 7,) s o co .
co -0 .-' 2 'z b ''' .a- a). o t.'n +-. .c .°Et3..-..3cEc7on"c-• 0>- Z-
0. 3 u, „9 -0 5 a, 4-, ..0 to Fr, co _a,•., al 5
> 8 c v, c A, 11 1: I .) Cr a 0 . E ca. 1-.: 1.1 c 4., 4-• r,-,, E > c . '• • . 5 ° . - - ,,, cu co 0 E 0 a -7i. .0 ra w_ 4) ,c ,-.4 c _a2 w.00w.-.s.-00g 5":
',..,,' ir--,'
F- -c ,-,E— 0,00 °cc, --c- • f0 C (9 ttO - c —
§ •-• ,0C - .S >. -V. ....7 7.3 a) '.7,' = = m c § ,., ra ct - >. Z5 -0 = ai• -0 '-' w
c .....,c>. tom 0-0..cu E 4- ,.,, .[.., 42 - l'2 ,._ 4,1 -F, ,.... ,. ,,, 0. .—
±-_,-, = — no ro • — -.2 0 -0 = I r, 0 <3) 5 co • - c .-' 0 ..-= t . C. 13
c cu +'0 e' E cu - co0 ' . - +4= t. . ; w a :-.. > c • ca
= 2 7E- LO .0 0 CU -E• § v ,,.,.. 5 .,- :9- t,' .t.' .,E, 2 - -'. - 3. - wa ; ,-5° a,c 2 c 2 . .E
,..z. ID.50 ..... t2 *0
0 c 2
-0 •.-- 2 .., 45 2 2; It, .c u s. ,,,, -,0 ,s ..1... 7, 4) 2 2 8 L- i'-'.- 2 ,,, T, '0' 2 a § 0
8 .., t) 4 o '- r° . 2 . 0 2 8 % • • t Z. - .' ‘ ., 1 3 • •
0 ,-I ' a a) c N a g rs, <3.) , a) , g 0 "..0" E i a
r, .6 = E ,2 te +.- ;.- .. 6 ro o o :15 ° .Sto a.) a.;
s., ..,, 0.0 -0 C .- 0 0. -0 T..1 c .0r.., -5 < t... > g -
u c-, .2 c E .2 t', Z.9 "'" 'i: .P.A.° s) s3 e
a 2 2, - a ' • 5' - F. 2 .. . 1 3 0, 1 t . 2 g . ,,,,. 0
.2' 4-4., 2 „„°' E 2 i, „,- ro -a r> -0 > >-
1-. 0 "0 W ..- V i- 0 .... ‘-.1 < W < 42 -0
• • • •
SB 391/644 Criterion
a) a) a)
-fo
-0 -0°) -2 ,_>' -c, E ..`8 aT ,>.• t 2)., P
-D 2 2, .2 = f-, 7_ , r o 0 i, i - a s' 2 21 c 0 2 0 •E 2 ° "' ° ..E (‘-'0' ''''
.T.., o._5
-• .- o " = - 0 cu .2 S .'= ro 0_ 4-. q-- V.1 0 V, -a 0 -0 - - w_. blD r. = 0- M '' ''' M - Cr
,,,-,
8 6 g- ] § g c 2 2 a 2‘:' § g
• • •
Issue Area
t ,‘, to
CU , h CU
T>.
u E . .-'
a, -0 s, . <V 0,
- C C 0" 2 tt; > 0 1,
4-.. Q' a) -o c -a
0 E -as -a a) c k
0 ro m co 0) co ..
111
tO
247-22-000671-TA PC Recommendation Matrix
0
pa _0 yl @ v -o 'O "H c O
C0 0 'O o- ,+�+ > > a' N
p .@ m .•-. -0 N • 10 3 •y N c _a`' ati
c ui c > c on v y o u a
c- L •@ E (.9 ha N w a' c v'' N a Yl N :v
C
@ N C E V W 0 C 2 N O@ p U S1
O= O '£ 'cpq C O N O U a c
v N 13 @ 3 o a @ -' .c w 9 .5 = `; o'
o a) a c- a, o a, E '- v Ci•' 0 p N v
a o o a N= N a> o o
w _
'�to
E N O.., O. L O 'Oa iUH1fltP
i .c O L�
3 a 0..,.c a- E v
`.
•
OD
N c v a' .a (T c'di c O Y 'D`
a aN+ 0E 'c@ -0 m a@ t o@ 3
@ c io c t -c to @ -0 'a `p i ."
a v c o d f, = to v o o r s 0 v :. 0 w w
- " V O 'O N@ c ,s0- N c c ON c N a, 11= O
co ca 3 <+
N 2 a N b. `C NO • N v ,1@ U! .N.. @ O y i. mc
= O Y a-'' C O N U- 2 O. .. c •C N a, O O- E r
' v c c a c N . E °' o v ° a o E ?? a, mcu ii . N
a -o CO .- -0 a o o s r m n
v > :_ m .0 0 E v' `." — n .c f0 .E' c k- m v .00 E@ m
•� — ♦+ T @ v .0 N n • .w 2 C O O E cc
-p -0' o c n v 'd L O p F, c 0
;u, a a' p IL @> .- a @ a' a' E �- u N 7 V
N
ID v CO o w v O. i
c o 0
N
w 'p @
H v
@ @
Cc c
a' O O
E ra -0 @
0' u a'
0 @ m @
a > >
a' v N a'
247-22-000671-TA PC Recommendation Matrix
m N N m d— C
m 7 N .G +'C+ W O N at, O^ IC Y O �^ '6 ,.. N O E OA m _c d b0 N O
:13.0 3 0 " a ° m c 13 r t m c c U o " 3 a s ., c me
m c ro Zr., -o o m .o s m 3 0 ° °' ,,, m m N 2 E o m S c y +Y, a" . 3 ° c a
E m o ca 3 Y o c: i d lf m o o v t w 'o N E d v '�_ m y E F., d o +� o c `mom a c m -o v
tS m .- o g ,� r" o> . -a v c = v 3 s E u is) ` c v v 'a m .2-iF. c ,m,
v 112
lE
H O .E ,,z 5 m �_ �_ Vm-. o 9 m o G, .. d cu = N U_ m Nco73 Q . 5 d v .c 0 2 t0 O O m O.L m Y t m a
O H �S -O m t. ` N 7 :5 w .:w O a, CL. 0 YO .........,,-2.„. N m U, O ++ ,n .O N ^ h c E w w t ., _ F 0
O M i0 >' C.a c ° `-, c 0 ?i - O • > m E m ._ 44., Y 4- Y - . m m .O m -o O u, 'm m 'O V
.n L ��' 3 v m c c .� c ,m a c° a v a v m `w v b'E m v w c v a v m 5° o s w 113 c l 2 c w m m
m e +' c>- o o u oo ;E mm o c z o S9 m `1) w Aam, =. tli `-' a m$ o p 'oaL, o m a 15 m u "2 v 0 o" w v E m
, u E m to34 ° -a 4.. on 1O to n a on a a v N o cn m m 3 o v 4' o® i
247-22-000671-TA PC Recommendation Matrix
tD
247-22-000671-TA PC Recommendation Matrix
PLANNING COMMISSION RECOMMENDATION MATRIX
Z'
Q:
1-
Z
H
Z N'
0
1.1 Q
Ll esi
o
w z
w
d
c4 as
Second Recommendation
• Prohibit rural ADU
development in the WTZ
• Recommended by Planning
Commission 3 to 2
+ Prohibit both the existing
single-family dwelling and
the ADU for vacation
occupancy use, as defined
in ORS 90.100
• Recommended by Planning
Commission 4 to 0 (1
abstain)
First Recommendation
• Prohibit rural ADU
development in the WTZ
• Recommended by Planning
Commission 6 to 0
• Prohibit both the existing
single-family dwelling and
the ADU for vacation
occupancy use, as defined in
ORS 90.100
• Recommended by Planning
Commission 6 to 0
Possible Alternatives
1. Prohibit rural ADU development in
the WTZ.
2. Develop additional restrictions for
rural ADU development in the WTZ
such as siting standards, etc.
1. Prohibit both the existing single-
family dwelling and the ADU for
vacation occupancy use, as defined in
ORS 90.100.
Current Amendment Standards
Rural ADUs would be allowed on properties within the
Westside Transect Zone (WTZ). All existing requirements
related to development within the WTZ including
subdivision and property scale, fuel treatments, wildfire
mitigation building code standards, and maintenance of
designated open space corridors would be unaffected by
the proposed amendments.
The applicant shall sign and record with the County Clerk,
prior to the issuance of a building permit, a restrictive
covenant stating an accessory dwelling unit allowed
under this section cannot be used for vacation
occupancy, as defined in ORS 90.100.
SB 391/644 Criterion
a)
0
Z
A county may not allow
an accessory dwelling
unit allowed under this
section to be used for
vacation occupancy, as
defined in ORS 90.100.
Issue Area
Q
7
3
O
voiu.0.0i-N
N
O N N n.
C N
G1 CO C
C C .0. U
fl. X N t..
7 N p .0 N ;O _
O D U O N V1 O) O
vL> 0 cc 3 Q
247-22-000671-TA PC Recommendation Matr
ES
0
MEMORANDUM
TO: Deschutes County Planning Commission
FROM: Kyle Collins, Associate Planner
Will Groves, Planning Manager
DATE: July 19, 2023
COMMUNITY DEVELOPMENT
SUBJECT: Rural Accessory Dwelling Unit (ADU) Legislative Amendments - Anticipated Property
Eligibility
The Board of County Commissioners (Board) will conduct a public hearing on July 26, 2023 concerning
local provisions for rural ADUs as identified in Senate Bill (SB) 3911 (file no. 247-22-000671-TA).
Staff submitted an initial 35-day Post -Acknowledgement Plan Amendment (PAPA) notice to the
Department of Land Conservation and Development (DLCD) on August 17, 2022. A public hearing
was held with the Deschutes County Planning Commission (Commission) on September 22, 20222.
The Commission held deliberations on October 27, 2022' and the recommendations from that
meeting are discussed within provided attachments.
Since the Commission's initial public hearing on this proposal, legislation was passed by the Oregon
Legislature which requires several changes to the original proposed amendments to maintain
compliance with state standards. Specifically, SB 644 was recently passed which provides direction to
local jurisdictions looking to adopt rural ADU standards prior to formal release of the Statewide
Wildfire Hazard Map required by SB 762. Additionally, SB 80 was passed which alters the original
standards and terminology used within the forthcoming Statewide Wildfire Hazard Map. Further
details regarding SB 644 and SB 80 are discussed in following sections.
Given the passage of SB 644 and SB 80, along with the necessary amendment changes required by
the bills, staff conducted a work session with the Board on June 5, 2023 to understand preferred steps
on the ADU proposal moving forward. During that work session, the Board directed staff to reinitiate
PAPA notice proceedings with DLCD to capture the newest version of the amendments and provide
the Commission with an opportunity to review the revised amendments. Per Board direction, staff
https://olis.oregonlegislature.gov/liz/2021R1/Downloads/MeasureDocument/SB0391/A-Engrossed
2 See Deschutes County Planning Commission September 22, 2022 Agenda for more information:
https://www.deschutes.org/bc-pc/page/planning-commission-17
3 See Deschutes County Planning Commission October 27, 2022 Agenda for more information:
https://www.deschutes.org/bc-pc/page/planning-commission-21
submitted a revised 35-day PAPA notice to DLCD on June 7, 2023 and held a new work session with
the Commission on July 13, 2023.
I. ANTICIPATED PROPERTY ELIGBILITY
This proposal amends Deschutes County Code (DCC), Titles 18 and 19 to allow Rural ADUs consistent
with SB 391 in the Multiple Use Agricultural (MUA-10), Rural Residential (RR-10), Suburban Low
Density Residential (SR 2.5), Urban Area Reserve (UAR-10), and Westside Transect (WTZ) Zones.
Eligibility criteria will be incorporated in DCC Chapters 18.116, Supplementary Provisions and 19.92,
Interpretations and Exceptions. Based on initial review of the qualifying characteristics,
approximately 8,660 tax lots in Deschutes County could potentially qualify for a rural ADU. This
includes properties which do not currently have a single-family dwelling onsite, but otherwise meet
the qualifying standards. Additionally, this includes parcels which the Commission has recommended
be prohibited from rural ADU development. However, staff notes the following limitations and
revisions to that initial estimate:
• The estimate is only based on general requirements from SB 391 and SB 644, and does not
evaluate properties on an individual level. Specific properties may have unique lot boundaries,
geographic features, onsite wastewater limitations, or other characteristics which make the
establishment of a rural ADU more challenging or impossible.
• Property owners may encounter additional costs and challenges when constructing a rural
ADU above and beyond specific land use standards. It is likely that numerous properties will
need to incorporate significant upgrades to onsite wastewater treatment systems prior to
establishment of rural ADUs.
• This estimate includes 765 potentially eligible tax lots in the Wildlife Area Combining Zone
(includes Deer Migration Corridor, Deer Winter Range, and Significant Elk Habitat). There are
no potentially eligible tax lots within the Greater Sage Grouse Area Combining Zone.
• This estimate includes 120 potentially eligible parcels in the Westside Transect Zone.
• This estimate is based on a 5-acre minimum parcel size in southern Deschutes County. There
are approximately 319 potentially eligible tax lots in southern Deschutes County based on a
5-acre minimum parcel size. There are approximately 1,129 potentially eligible tax lots in this
area based on a 2-acre minimum parcel size.
Attachments:
1. Map of Potentially Eligible Properties
Page 2 of 2
Parcels Meeting Initial Criteria for Rural ADUs per SB 391
Parcel Meeting Criteria for Rural ADU per SB 391
Approximately 8,660 Parcels
• Zone must be RR10, MUA10, SR2.5, UAR10 or WTZ
• Parcel size must be 2 Acres or larger
• In South Deschutes County, parcel size must be 5 Acres or larger
• Outside of Metolius Area of Critical State Concern
N.\Custom\ County \CDD\ Planning \KyleCollins\56391_RuraIADU September 27, 2022
BOARD OF
COMMISSIONERS
AGENDA REQUEST & STAFF REPORT
MEETING DATE: July 24, 2023
SUBJECT: Greater Sage -Grouse - 2023 Mapping Update
RECOMMENDED MOTION:
N/A - Informational Update
BACKGROUND AND POLICY IMPLICATIONS:
Staff will conduct a work session with the Board to discuss the Oregon Department of Fish
and Wildlife's effort to update the Greater Sage -Grouse Conservation Assessment and
Strategy for Oregon, and associated habitat maps.
BUDGET IMPACTS:
None.
ATTENDANCE:
Nicole Mardell, AICP, Senior Planner - Long Range
Peter Gutowsky, AICP, Community Development Director
COMMUNITY DEVELOPMENT
MEMORANDUM
TO: Deschutes County Board of County Commissioners ("Board")
FROM: Nicole Mardell, AICP, Senior Planner - Long Range
Peter Gutowsky, AICP, Community Development Director
DATE: July 24, 2023
SUBJECT: Greater Sage -Grouse - 2023 Mapping Update
Staff will conduct a work session with the Board on July 24, 2023 to discuss the Oregon
Department of Fish and Wildlife (ODFW)'s effort to update the Greater Sage -Grouse
Conservation Assessment and Strategy for Oregon, and associated habitat maps.
I. BACKGROUND
In 2015, the Oregon Land Conservation and Development Commission (LCDC) adopted new
rules' addressing potential conflicts between large-scale development and sage -grouse
habitat. The rules applied to seven eastern Oregon counties with significant sage -grouse
habitat, based on data and maps approved by the Oregon Fish and Wildlife Commission in
2011.
Shortly after this rulemaking, the Board of County Commissioners adopted Ordinance Nos.
2015-010 and 2015-011, incorporating sage -grouse habitat maps and regulations into the
Deschutes County Code and Comprehensive Plan. This is implemented through Chapter
18.89 of the Deschutes County Code, the Greater -Sage Grouse Area Combining Zone.
The Greater -Sage Grouse Area Combining Zone includes three habitat areas:
• Core Area, also known as Priority Areas for Conservation (PACs): mapped sagebrush
types or other habitats that support sage -grouse annual life history requirements
1 OAR 660-23-0015
including Ieks2. This area has the greatest limitations and mitigation requirements for
large-scale' development.
• Low Density Habitat: mapped sagebrush types or other habitats that support sage -
grouse. This area has limitations and mitigation requirements for large-scale
development, although at a lesser tier than in core areas.
• General habitat: occupied (seasonal or year-round) habitat outside core and low -
density habitats.
The Greater -Sage Grouse Combining Zone only applies to areas that are within 3.1 miles of
a lek and apply to lands protected under Statewide Planning Goals 3 and 4. Privately owned
property in the Alfalfa, Horse Ridge East, and Bend-Tumalo-Redmond Exclusive Farm Use
(EFU subzones) are included in these areas, as well as one property that is split zoned and
includes land zoned for Forest Use (F-1). Federal lands are exempt from County land use
requirements, although several federally owned properties are included within the boundary
of this zone.
II. 2023 UPDATE PROCESS
ODFW staff initiated the process to update the Sage -Grouse Conservation Assessment and
Strategy for Oregon (CAAS) in March 2022. Through this process, ODFW is also updating the
sage -grouse habitat maps that were completed in 2011 and used to establish the sage -
grouse rules in OAR 660-023-0115 and the county's Greater Sage -Grouse Combining Zone in
2015.
Staff received mapping data representing the updated draft core and low -density habitat
layers on Thursday, July 13, 2023, and is currently analyzing this information for its impact
on properties in Deschutes County. Staff will present this information during the work
session.
ODFW is seeking comments on the updated maps from property owners and participating
agencies through September 22, 2023. Suggested changes will then be brought to the
2 "Lek" means an area where male sage -grouse display during the breeding season to attract females (also referred
to as strutting -ground).
3 "Large-scale development" means uses that are: over 50 feet in height; have a direct impact in excess of five acres; generate
more than 50 vehicle trips per day; or create noise levels of at least 70 dB at zero meters for sustained periods of time. Uses
that constitute large-scale development also require review by county decision makers and are listed in one of the following
categories identified in the table attached to OAR 660-033-0120.
A. Commercial Uses.
B. Mineral, Aggregate, Oil and Gas Uses.
C. Transportation Uses.
D. Utility/Solid Waste Disposal Facilities.
E. Parks/Public/Quasi-Public.
Page 2 of 3
Oregon Fish and Wildlife Commission in December during their review of the updated CAAS
and associated habitat maps. Ultimately, updated maps will be brought forth to LCDC to
amend OAR 660-023-0115, which will then require an amendment to the boundary of the
County's Greater -Sage Grouse Combining Zone.
The agency is conducting outreach to property owners in the impacted area through a series
of open houses. Planning staff will be in attendance at the Brothers area open house,
tentatively scheduled for August 2023. Staff will provide more information on this open
house to the Board as it becomes available.
III. IMPACT OF GREATER SAGE -GROUSE COMBINING ZONE
The combining zone aims to regulate activities potentially harmful to sage grouse habitats.
Development projects within specified areas near occupied sage -grouse breeding sites, or
leks, require County and ODFW review to ascertain if they pose a conflict. There are two main
types: large-scale and smaller developments.
Large-scale developments are subject to a two-step analysis, evaluating their size, potential
impact area, traffic generation, height, and noise levels. Examples include solar projects and
aggregate quarries. Meanwhile, smaller -scale developments in mapped sage -grouse habitat
areas, like a two -acre guest ranch, would require evaluation from the Oregon Department of
Fish and Wildlife (ODFW) for potential threats to the habitat. The regulation and mitigation
guidelines differ based on the area type - Core Area, Low Density Area, or General Habitat.
These regulations detail allowable disturbances, mitigation measures, and consultations
required with ODFW, ensuring the protection and conservation of the sage grouse habitat.
The applicable regulations are discussed in greater detail in Attachment A.
IV. NEXT STEPS
Staff will return in late August or early September to provide a subsequent update and
discuss the need to submit formal comments to ODFW.
ATTACHMENTS
A. Ordinance No. 2015-010 and 2015-010 Findings - Establishment of Greater Sage -
Grouse Combining Zone
Page 3 of 3
FINDINGS
The Deschutes County Planning Commission held a public hearing on October 8, 2015
in Brothers to consider legislative plan amendments and to Deschutes County
Comprehensive Plan and legislative amendments to Deschutes County Code (DCC)
Title 18.1 The Planning Commission closed the hearing but left the written record open
until October 23, 2015. On November 12, they forwarded a recommendation of adoption
to the Board of County Commissioners (Board). They also asked the Board to consider
adding an amendment to County Code requiring bonding and reclamation for renewable
energy facilities.
The Board held a hearing on December 2, 2015.
1. BACKGROUND
The Greater Sage Grouse is a species common to the western United States. Over time,
much of the sagebrush ecosystem needed to maintain a healthy population has
suffered. Habitat has eroded as a consequence of the introduction of invasive weeds,
juniper encroachment, large-scale development, wildland fire, and intensive agriculture.
Strong concerns about the future of the species have resulted in the United States Fish
and Wildlife Service (USFWS) receiving multiple petitions to list the Greater Sage
Grouse under the federal Endangered Species Act (ESA).
In April 2010, the USFWS determined that protection of Greater Sage Grouse under the
ESA was warranted. The USFWS did not list sage grouse at that time in order to
address other species facing greater risk of extinction, but stated its intent to revisit its
"Warranted but Precluded" decision. The USFWS must still make a determination
whether the species should be proposed for ESA listing or be removed from the
candidate list, which would result in no further consideration by this fall.
Sage grouse habitat in Oregon includes about 11 million acres distributed across five
Bureau of Land Management (BLM) management districts in seven central and eastern
Oregon counties (Baker, Crook, Deschutes, Harney, Lake, Malheur and Union). Private
lands account for about 21 percent of this total while BLM controls about 70 percent. The
remaining lands are made up of other public agencies including the Oregon Department
of State Lands.
Last January, Governor Kitzhaber requested the Oregon Land Conservation and
Development Commission (LCDC) initiate a rulemaking to address potential conflicts
between "large-scale development" and sage grouse habitat. The purpose is to address
a potential federal listing of the Greater Sage Grouse under the ESA. The Governor's
request follows the work of an interagency group called "SageCon," begun in 2012.
SageCon's goal is to demonstrate that Oregon can put together a plan of action that will
demonstrate that the federal listing for sage grouse in Oregon is unnecessary.
1 A public notice will be published in the Bulletin on September 20, 2015.
PAGE 1 OF 6 — EXHIBIT F TO ORDINANCE 2015-010
LCDC agreed and appointed a Sage Grouse Rules Advisory Committee (Committee) in
March to assist the Oregon Department of Land Conservation and Development (DLCD)
in drafting proposed rules. The Committee met four times. The rulemaking amends
Oregon Administrative Rule (OAR) chapter 660, division 23, often referred to as the
"Goal Five rule." The rule applies to non-federal lands in eastern Oregon that constitute
approximately 30 percent of sage grouse habitat. LCDC held a public hearing on July 23
and 24 in Burns, OR and after closing the hearing on the 24th, adopted the rules (OAR
660-024-0115).2 They became effective on August 13, 2015. State law, ORS 197.646(3)
requires the seven eastern Oregon counties, including Deschutes, to implement them.3
As a result, staff is initiating two ordinances. Ordinance 2015-010 contains the following
amendments:
• Exhibit A: Amendment to DCC 23.010.010, Introduction;
• Exhibit B: Comprehensive Plan map adopting Oregon Department of Fish and
Wildlife's (ODFW) Greater Sage -grouse Habitat Area Inventory Map (Core Area,
Low Density Area, and General Habitat, including occupied and occupied -
pending lek locations);
• Exhibit C: Comprehensive Plan map amendment removing Deschutes County's
1990 sage -grouse inventory and lek locations from the Sensitive Bird and
Mammal Habitat Inventory;
• Exhibit D: Amendment to Comprehensive Plan Chapter 2, Resource
Management, Section 2.6 — Wildlife;
• Exhibit E: Amendment to Comprehensive Plan Chapter 5, Supplemental
Sections, Section 5.12 — Legislative History; and,
• Exhibit F: Findings.
Ordinance 2015-011 contains the following amendments:
• Exhibit A: Zoning code amendment to Deschutes County Code (DCC), adopting
Chapter 18.89, Greater Sage -Grouse Area Combining Zone (mirrors Oregon
Administrative Rule 660-024-0115); and,
• Exhibit B: Zoning code amendment to DCC 18.90, Sensitive Bird and Mammal
Habitat Combining Zone, removing outdated references to sage -grouse and Ieks.
II. REVIEW CRITERIA
ORS 197.646(3) requires Deschutes County to implement OAR 660-023-0115.
Subsection 4 of the rule underscores this requirement as well:
2 http://www.oregon.goy/LCD/Pages/SageGrouseRulemaking;,aspx
3 ORS 197.646(3). https://www.oregonleglslature.gov/bills Laws/lawsstatutes/2013ors197.html
PAGE 2 OF 6 — EXHIBIT F TO ORDINANCE 2015-010
"Local governments may develop a program to achieve consistency with
this rule by following the standard process in OAR 660-023-0030, 660-
023-0040 and 660-023-0050 and submitting the amendment to the
commission in the manner provided for periodic review under ORS
197.628 to 197.650 and OAR 660-025-0175. Until the commission has
acknowledged a county amendment to its comprehensive plan and land
use regulations to be in compliance with Goal 5 and equivalent to this rule
with regard to protecting sage -grouse habitat, sections (5) to (12) shall
apply directly to county land use decisions affecting significant sage -
grouse habitat" [emphasis added].
The changes to the Comprehensive Plan and new regulations in DCC Chapter 18.89
mirror the state rules. Therefore, the new chapter and the revisions to DCC 18.90 are
consistent with the County's Comprehensive Plan
1I. SUMMARY
To supplement the overview below, attached with the findings are also a DLCD rule -
making summary and the rules themselves, OAR 660-023-0115 (Attachments 1 and 2).
A. New Sage Grouse Inventories
Deschutes County is now designating core areas, low density areas, and general habitat
within 3.1 miles of a lek as significant sage grouse habitat. These designations under
OAR 660-023-0115(6) only apply to lands protected under Statewide Planning Goals 3
and 4, which in Deschutes County's case are located in the Alfalfa, Horse Ridge East,
and Bend-Tumalo-Redmond, Exclusive Farm Use (EFU) subzones and Forest Use Zone
(F-1). All of the non-federal properties, except one, which is split zoned, are located in
EFU.
B. Regulatory Thresholds
There are two types of development that require County review to determine if it creates
a conflicting use to sage -grouse.
1. Large-scale development in core areas, low density areas, and lands within a
general habitat area located within 3.1 miles of an occupied or occupied -pending
lek.4 Large-scale development goes through a two-part analysis:
• First, is it a use listed in the OAR 660-033-0120 table (Attachment 3) that
requires review? If yes, than,
4 "Large-scale development" means uses that are: over 50 feet in height; have a direct impact in excess of
five acres; generate more than 50 vehicle trips per day; or create noise levels of at least 70 dB at zero
meters for sustained periods of time. Uses that constitute large-scale development also require review by
county decision makers and are listed in one of the following categories identified in the table attached to
OAR 660-033-0120.
A. Commercial Uses.
B. Mineral, Aggregate, Oil and Gas Uses.
C. Transportation Uses.
D. Utility/Solid Waste Disposal Facilities.
E. Parks/Public/Quasi-Public.
PAGE 3 OF 6 — EXHIBIT F TO ORDINANCE 2015-010
• Does the use meet qualifying feature(s)? Is the use over 50 feet in height;
have a direct impact in excess of five acres; generate more than 50 vehicle
trips per day; or create noise levels of at least 70 dB at zero meters for
sustained periods of time? If yes, it is subject to review.
Examples:
A commercial photovoltaic solar project is a candidate to be considered large-
scale development because it requires review by local government and is
identified in category D — Utility/Solid Waste Disposal Facilities. However, it
would only be determined to be a large-scale development if it covers more than
five acres.
Alternatively, a three -acre aggregate quarry that requires review and is identified
in category B — Mineral, Aggregate, Oil and Gas Uses — would likely be
considered a large-scale development because of it noise and not because of its
size.
2. Smaller levels of development may jeopardize the future of the species if a
proposal is in close proximity of a lek. Land uses that do not qualify as "large-
scale development" would still be evaluated if they require review pursuant to the
OAR 660-033-0120 table and are proposed in:
a. Core area within 4.0 miles of an occupied or occupied -pending lek;
b. Low density area within 3.1 miles of an occupied or occupied -pending lek; or
c. General habitat within 3.1 miles of an occupied or occupied -pending lek.
Examples:
Farm use and other buildings provided in conjunction with farm use are exempt
since they do not require review.
Alternatively, a two -acre guest ranch proposed in any of the areas referenced in
subsection 2 above, would require confirmation from ODFW. The agency would
determine if the use poses a threat to sage -grouse habitat or the way sage -
grouse use that habitat. They could also condition the approval based on certain
recommendations, including minimization techniques and compensatory
mitigation, if necessary, to resolve threats to significant sage -grouse habitat (See
DCC 18.89.080(B), 18.89.090(B), 18.89.100 (B)).
C. Large Scale Development Regulation / Mitigation
Core Area
Core areas are also known as Priority Areas for Conservation (PACs). These two
terms are synonymous. Core areas/PACs are subject to disturbance thresholds
that limit the direct impact of large-scale development to one percent of the total
delimitated area of a PAC over 10 year increments and a maximum total of three
percent. These percentages must be taken into account when a county considers
a large-scale development proposal. A proposal that would exceed either
threshold may not be allowed.
PAGE 4 OF 6 - EXHIBIT F TO ORDINANCE 2015-010
In addition to limiting the amount of allowable anthropogenic disturbance in each
core area/PAC, a proposal for large-scale development is subject to the full
mitigation hierarchy, which includes a rigorous avoidance test, minimization
requirements and compensatory mitigation (offsets) responsibility. Applying the
avoidance test and minimization requirements are the purview of local
government. Should any negative impacts to the species remain after these
items are satisfied the applicant will be responsible to offset those impacts
through compensatory mitigation. Compensatory mitigation must be consistent
with ODFW's rule.
Low Density Areas
The regulatory arrangement for low density areas differs from core areas/PACs
in two ways. First, low density areas are not subject to disturbance thresholds
such as the one percent over 10 year increments or three percent total that apply
to core areas/PACs. Second, while large-scale development proposals in low
density areas do require application of the full mitigation hierarchy, a different,
somewhat more lenient avoidance test applies to these areas. In other words, it
will be easier to site large-scale development in low density areas.
General Habitat
General habitat is essentially sagebrush habitat used by sage -grouse that is not
included in a core or low density area. In these areas the rules apply only to
lands within 3.1 miles of a lek. Rather than directly applying the mitigation
hierarchy, large-scale development proposal in general habitat within 3.1 miles of
a lek would be subject to a "consultation" with ODFW. However, consideration for
avoidance, in addition to minimization, is included and the ordinary obligations for
compensation mitigation remain intact.
D. Non -Large Scale Development Regulation / Mitigation
Core Area
Non -large-scale development activities may also constitute a conflicting use if
proposed within 4.0 miles of a lek in a core area. Under these circumstances, a
pre -application conference will be followed by a discussion between the applicant
and ODFW. Through this discussion, which will likely involve a site visit, the local
ODFW biologist will assess the facts and may conclude the given situation does
not pose a threat to sage -grouse and no further consideration is needed. The
ODFW biologist may also conclude that minimization activities such as sharing a
driveway, locating on a specific portion of the property or limiting hours of
operation would be necessary. In extreme cases it may be found that
compensatory mitigation is needed. ODFW would forward these comments to the
county who would then include them in the decision document. This approach is
not expected to result in the denial of any proposal. Instead the conversation and
requirements will be about how the proposal is carried out.
PAGE 5 OF 6 - EXHIBIT F TO ORDINANCE 2015-010
Low Density Areas
As with core areas/PACs, non -large-scale development activities may constitute
a conflicting use in low density areas. However, for low density areas the
distance is 3.1 miles from a lek rather than 4.0 miles.
General Habitat
Non -large-scale development may constitute a conflicting use in general habitat
within 3.1 miles of a lek. These instances will be treated consistent with the
provisions for core and low density areas.
Attachments:
1. DLCD Sage -Grouse Rule -making Report
2. OAR 660-023-0115
3. OAR 660-033-0120 Table
PAGE 6 OF 6 - EXHIBIT F TO ORDINANCE 2015-010
-ira
a
0
L.
.•
u
co
co
L
0
V)
U CU �
V)
C6 �
-0 C6
C
u.—
LL
ct3
aU >,
CUQ
0 U
D a)
O
bi0 -0
Cb a)
rD
V) b-0
O c6
r--O
O C
N w
a)
4—
cii. 73
* §
U-0
b.0c3
13)
C6 .V)
V) r
-0 O
C b.0
C6
-O
aU
E 1)
l -0
a)
a)
V) 0_
ti) O
Q -0
O 0
0_
C6 co
o E-1-) vi
• • rIC3 E
-0 E
O C O
N c0 U
Photos Courtesy of ODFW
Background
c oC co
.o < .
?. -V) w
a)
O
c-0
O cts
U c
-0 O
v
"1 / E
® O
cvl U
4-1
0
0
w
0
seven eastern
co
v 1
L
cu
co
4J
(13
c
c o
o
U
a� C
C E
u O
U
1 a �/
1ss
O
N l9
0
0
0
cu
r
nz
a)
a_
LL
E
ODFW Update Process
U
O
4U
-C3 r
(13
(6 ru
E
O .0
V)
w
CO
R3
.E E
O
ro
O D
C:\1
O
(73
U
July 10, 2023: Release of draft maps
August 2023: Planned open house in Brothers
September 22, 2023: Deadline for Comments
ODFW Update Process
c
(0
0
(0
4U
0
U
-0 c
co
ca •-
E
E
•> U
cu DC c
E
0_c)
N O
> a)
>
co 4)
W
Ln
OAR 660=023=0
rti
E
0
4J
w
OE
a)
O
N
b.°
E
O
U
4-
O
4)
4?)'
0
U .�
Cri
N
O
N
® E
N
co
bOIv,
p W
CU
co >
0
n habitat boundary (-26,573 acres)
and in habitat boundary
Non-federa
cu
n3
c
ro
w
U
c
4J
0
X
ro
4-
0
0
cu
J V
O O
L
Q Q
Q Q
(13
Ci
(13
tia)
CI=
ra
4J
L
eu
o_
o_
To
cu
cu
-o
o
tN
>k
C
0
U
in
w
a+
3
t
u
In
0)
CI
C
0
H
a+
u
CI.
E
a)
4-)
ra
0
n
0
4 )
0
0
0
c
c
U
a)
.0
c
a)
>
c
To
kJ
0
owing rule adoption
Required to implement fo
Opportunity to provide comments within parameters
0
0
U
+-)
E
E
0
U
L
m
a)
0
c
a)
0
0
CU
5
0
co
c
LL
0
0
L
E
0
CU
CU
bl,)
a)
4—)
ca
c
c
CU
subsequent update
L
CU
c
C
r3
0
L
0
cu
u
0
N
Ln
03 rn
2
a
U
Ln
1"=4.25Mi.
N:Custom\County\CD D\Planning\PeterG\O DFWSageGrouse\2023Update...
DRAFT
2023 ODFW Sage Grouse Habitat Area
DRAFT ODFW Sage Grouse Habitat Area
DRAFT ODFW Sage Grouse Core Habitat Area
DRAFT ODFW Sage Grouse Low Density Habitat Area
Existing Sage Grouse Habitat Area
Sage Grouse Core Habitat Area
Sage Grouse Low Density Habitat Area
Sage Grouse General Habitat Area
July 20, 2023
BOARD OF
COMMISSIONERS
AGENDA REQUEST & STAFF REPORT
MEETING DATE: June 24, 2023
SUBJECT: Treasury Report for June 2023
ATTENDANCE:
Bill Kuhn, County Treasurer
DATE:
TO:
FROM:
SUBJECT:
July 11, 2023
Board of County Commissioners
Bill Kuhn, Treasurer
Treasury Report for June 2023
MEMORANDUM
Following is the unaudited monthly treasury report for fiscal year to date (YTD) as of June 30, 2023.
Treasury and Investments
• The portfolio balance at the end of June was $274.1 million, a decrease of $15.6 million from May and an decrease
of $8.8 million from last year (June 2022).
• Net investment income for June was $170,157 approximately $355K less than last month and $41K greater than
June 2022. YTD earnings of $4,859,799 are $3.3 million more than the YTD earnings last year.
• All portfolio category balances are within policy limits.
• The LGIP interest rate remained at 4.05% during the month of June. Benchmark returns for 24-month and 36-
month treasuries are up from the prior month by 47 basis points and 45 basis points respectively.
• Average portfolio yield is 2.36% which is higher than the prior month's average of 2.28%.
• The portfolio weighted average time to maturity is 1.13 years, down from 1.16 years in April.
Deschutes County
Total Investment Portfolio As Of 6/30/2023
olio Breakdown: Par Value by Investment Type
Municipal Debt
Corporate Notes
Tme Certificates
U.S. Treasuries
Federal Agencies
LGIP
First Interstate (Book Balance)
Total Investments
$ 43,675,000
39,321,000
1,245,000
53,000,000
99,795,000
23,695,495
13,361,396
$ 274,092,891
15.9%
14.3%
0.5 %
19.3%
36.4%
8.6%
4.9%
100.0%
$20
$7.7
DA
Davidson
Portfolio by, Broker.
$32.2
Robert W
Baird & Co
$41.0
$41.7 $43.7
$70.8
Moreton Great Pacific Piper Castle Oak
Capital Securities Sandler
Markets
nvestment Income
Total Investment Income
Less Fee: $5,000 per month
Investment Income - Net
Prior Year Comparison
Jun-23
$ 175,157
(5,000)
$ 170,157
Jun-22 $ 128,854
Y-T-D
$ 4,919,799
(60,000)
4,859,799
1,540,517
Category Maximums:
U.S. Treasuries
LGIP ($56,763,000)
Federal Agencies
Banker's Acceptances
Time Certificates
Municipal Debt
Corporate Debt
100%
100%
100%
25%
50%
25%
25%
Maturity (Years)
Max
3.38
Weighted Average
1.13
FIB/ LGIP
Investments
Average
Yield Percentages
Current Month
4.05%
2.10%
2.36%
Prior Month
4.05%
2.03%
2.28%
Benchmarks
24 Month Treasury
LGIP Rate
36 Month Treasury
4.87%
4.05%
4.49%
Term Minimum Actual
0 to 30 Days
Under 1 Year
Under 5 Years
10%
25%
100%
17.0%
45.5%
100.0%
Other
Policy Actual
Corp Issuer
Callable
Weighted Ave.
5%
25%
AA2
2.4%
17.8%
AA1
investment Activity
Purchases in Month
Sales/Redemptions in Month
$
$ 17,135,000
5.50%
5.00%
4.50%
4.00%
3.50%
3.00%
2.50%
2.00%
1.50%
1.00%
0.50%
0.00%
Jun Aug Oct
County Rate
400,000,000
350,000,000
300,000,000
250,000,000
200,000,000
150,000,000
100,000,000
50,000,000
20,000,000
18,000,000
16,000,000
14,000,000
12,000,000
10,000,000
8,000,000
6,000,000
4,000,000
2,000,000
24 Month Historic Investment Returns
Dec Feb Apr Jun Aug Oct Dec
2 Year Treasury Rate « Corporate Bond Rate
Three Year Portfolio Balance
Feb Apr Jun
LGIP Rate
ti9 00 0tititititititititi� ti� titi titii"
c c •� c'
Oe�>JP0OePQ>J�
Five Year Maturity Distribution Schedule
Jul-23 Nov-23 Mar- Jul-24 Nov-24 Mar- Jul-25 Nov-25 Mar- Jul-26 Nov-26 Mar- Jul-27
24 25 26 27
Y
U p
Y U
Ora
O
m 7
Q)
Y
W �
m
13
N
2
C
O
6 �
O �
U
L
U
LL
CA
N
O
N
NCO
N
(0
T
00
2
N g
> m
M 2
i
a
7 j0
2
0
L +U'
m
7
Y
m
(0
N
NN
COCO
O
N
CO
M M M'
O O O
01
N
N
N
co
N N N.N N N NN:
0000000
NN N NN N N N.
rn. M v'..
NN N N
f�',, o0 W o NW W
0
N N N N VS'
N '..
W 0< r COO'-3
N N N o N N
0 0 0 0 0 0 0 10 0 0 0 M 0 L0 O N e-(O r 0) 0 0 N V W O O r 0 0 V r 0 0 0 W O N (!) O O (O O M O O O LO M M N O)
0 0 0 0 0 0 0 t` 0 0 0. O n O O N 1"- t` 10 W O O W N. O) M M I, (0 O M O. N O O W O M M O O l0 O M O O O N N(0 W W (O
0 0 0 0 0 0 001 CD 0 0) CD LO CD CD t- (0 00 CO W O) 0 0 N ,- C) CO CO 10 I"- CD CO O) et0 0 0 :0 ,- CO CD O,-O W CDO O: W �: W W
C) O C7 C) 0 0 0 W O O O O) O 0) O O) 0) N O O) 6 0 04 N N r 05 O) 6O 6O5 00 0 0) 0 W W 0 0 O) o O) 0 0 _ O) W Woo- N
y- V V V O CDO 0) 000000 0 C) M N t` :O 0) M CD0 el' N t` 0 1C) 0) O) 00 C) C) 0 O CO O CO V 0 O M O O) 0000 M M M I-
N N N: N 0000)0000, 0 M O: M O) (0010010, :O O COW CO O) M OD M O m V 0100 CO, O CO CO, V 0 M O M O O O M CO V ol co co
N M M N N N N .- N ='',,, N '' N N .- .- N V .- •-- N V (V N •', N .- ,' M .- N N :.
M W M V O) ,-V W t-.r 10 W W V ,- ,- t- W N o r M N I` N N (O W t- W M W N I-O N O M M V W N W n M V M M r W M W
M O N-.'.'V OM W.'.'.W W V W. .IW W W .M ,0M-) M ON W M W Nr W N t-:'.V N N N M M M V O W WM M O WV W M V O M 0 nV M
NNO �OW7 v-NOVNMLC WW I�MMW(O '"WN-WVNNMMMW V7O )VVVWONNV WMV'
WWW10
MMMMWMM0)0)NMVMMM) )WMMMMMNMNWVr r0 Mr:.V W t` M.W M W M V.- V.W co N N V M W 7 o In V V r 4- 4- 4- N M N M W V1.0 W
M M M WW VWMMMetNNN.N -hWMWWMMMM(OMMM M(7)WWWMMWMMWM M WWW
N NI •- , N V ,- OF ,t N
0 0 0000000000000000000000000000000000000000000000000000
0 0 0000000000000000000000000000000000000000000000000000
00 0'..00 00'.000 0: 0000. 0000'. 000000 CD o 0 00:0000'.. 0000:. CD o, 00000-.. 0000'. 00 o CD
M 0 O7 60 0 0. 0 0 0 0 :0 06 00 0 06 06 0 0 0 10 0: 0 0 0 0 :0 0 0 0 l 0 06 0 l0 0 0, 0 06 0 o O o 0 0 0 o 0 :0
V V 4-'.(0 CD CD 0 0 0 CD 0 0 0 0 0 0 0 0 0 0 0 CD CD (0❑) CO (0 CD 0 0'. 0 0 0 CD CD 0 0 010 0 CD CD CD CD (0 CD CD O CD CD 0 0 CD CD
N N N N O O O O O O O '..0 O O O O O I` 0 0 0 0 0 O W O W O 0 0 O O O to 0 0 0 0 0 0 0 V 0 0 0 0 0 0 0 0 O M O 0
N M.M N N N N ,- N N:N',N. N NI N. N N N N N- i C0 N NN W,- N N'V N N NN NN ,- M N ,- T- N NN N v- N:,�.:
10 .N
(O (O
O O
1.45
M
r
o
W
M 10 V V M 4) (4 (0 W(: M W W W: M N M 0 N V W M LO (0 M W (0 t` W (0 W r M M 0 O r M (0 M M W 0 W N 0 1- 00 W M W W
(0 Ln W M M N M W M M W W V r O O N r (0 t` O (0 M V O W: V V W <t M(0 W: M V M M (O N O N O 0) M V W 0) V
O.((0 �W O O n 0 O) O.. coM 0 O 0'- N W N COM00)) M r CO • V (C CO CO
00)) CO r:O O M M,- M O'.. N N et OD
O N CD
O 00)) O-. 00)) Cam') W a
CO V O O 0) CO O CO N :V N O V :O CO 0- V CO CO :h CO r O_ V CO N o 0 O O O CO W 0 O '.. 10 O 0) .N M W LO
(O V M N (O W W W M N N'..W W M e- M :W W:W O:O t" LC) M O CO O M -. t- N O 10
N V e- 01 :V ,Y LO
LO '.N I` LO CID OD O CO '.00 CD 0- t- 6 t" CO .N V V'.:N 0IM N.M O (0 W.10 W W Ln V M:V
O o : 666 O O (0 ': V V V V M M M:M 4644 466 666 M (O V' V: 66666 04 '.O
(O (O (O N M 0- V M N N N (O (O (O N (O M: LO r LO (O (O 4) (O 4) V W CO LO W'- (O (O 10 N (O CO W 0) r W r W W W W 10 (O (O V LO
M N (O N W W 0 7- CO 00 V V N N N W r M ': V CO CV 0 t- r n r- 0, N V <t V .. N I,- CO CO 6 I,. r. W N LO 0 N 0 N (0 O N V N
0 0 :.0 O O O '' 666667744 r- M N M V V 66 ') V 66666666 66666 :O 66 « (0:..0
Q+ Q+ Q+ Q++ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ aa+ Q++ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ Q+ Q+ Q+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+ QQ+
Q Q Q Q Q Q Q a ',Q Q Q Q a Q Q Q Q Q a ',..Q Q Q
0
0
N
NO1
CO LO
00
00
(0 N
� (0
00
m ro ro.m ro ro ro m m m ro ro m m m m m ro m m m m m ro ro rom m m m ro m ro m m m:m ro m ro m m m m m ro m m m
aaa'asaa,aaaaaaaa'aa< aaaaaaa.aaa< aaa,a<a'aaaa'aaaa<<a< a
t`
W
co
0-
CD
M
M
CD
0
0
N
r
co
O
M
N
a
LO V V _ 0 V CO O W M W O (O 0 M V W 10 W W W V V M 10 (0 W N M O N O N 0 O (0 M 0 V V V
_
M CO O O W r` r'.t� W V 00 co N �- .0 LO r M r CO M(- V CD CID CO l0 t" M W i0 '.N O CO V.0 (0 0 CO t- M W M WLID( CO W N M.c- 01
M MV V � �r :.V Ln M'...M .-'.V V N.,.V N � W f\, W N r'. V V W: a- M W WW W rW f` ti WW W N N
NN
N N
O -
r
N
0
r
0
et et et M (O 10 et CO et et et CO M M et V 10 V et CO CO M M 10 W M 0) V N M V V LO CO et10 (0 (0 0) 40 LO 10 40 0< 4) (0 10 10 (O N CO CO CO
N N N N N N :N N N N :N N N N N N N N N N N N N N N N N N N N N N N N N N N N 01 N N N N N N N N N N N N N N
CD CD CD 0 0 O'. O CD CD O 0 0 0 O 0 CD CD 0 0 0 0 0 0 CD :O CD CD CD CD CDO CD CD CD CD CD CD CD CD CD 0 0 0 0 0 0 CD O 0 CD CD O
N N :N N N 04C4 N N C4 N N N N .01 N N .N N N N .N N N CV CV N N N .N N N CV CV N N N N N N N N N NEV N N N .N N N N N
N I; N IO N L3 N M NM V V r.0 I` et10 W )0 40 0 n aW (O CON:V O) W m:(O W ln.N (O M W 4 P2 N M OW
N
N CO(4(0 0 NNN:� N 0- 0.. N 0 0- N M., N N N MN O N 0:N O N N. �.. N N N NN N(0 N.N N N NNM.�-
r r '. o N W W O M N t, r t- I• O O O N :, 00 M o O o .- to o W O a-- : O o r a- W W co Op 00 7 7 V' OD o 0--
'-0 0 0 0 0 ,- ,- ,-N N N N N N N N N N N N N N N N 0 0 0 O 0 0 0. N N N N• 0 0 0 0 0 0 0 0 0 N N e-
N N N N N N N N N N N N N N N '.N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N
O O O :O O O O 0 O O O :O O O O '0 O O 0 0 0 0 0 O O O :O O O O O 0 0 0 O o 0 0 0 0 0 0 0 0 0 O 0 0 0 0 0 0 0
N N N N N N N N N N N !N N N N N N N :N N N N N N N N :N N N N N N N N '.N N N :N N N N N N N N N N N ,t N N N .N
a0 O N N(O O O N.O O M o(O O (n o (0 ,-o o n o W O a'- M O OIn W In W O W W n (") d'N O
N N �.7 (0 M M N� N O N.N N NM ^ o.N N N M N �-N O M M 7'',.^ M M(\0 N NN N o ` (�') oc-
f� f` W M W W N N f� o o O O '.......
W W O O c- . W. W W W :.
UU
CL EL
00
U UU U m W i- a m 0 F i--.F m W F I- 1- 1- a m m W I- H F FJ- i- F H m l- W W F F W F m F m m.F m
aaaa>O<W < 11.<<ao¢¢¢<<W< �o(a.‹<<<<aQaaaoa(naa�(0
0 CO 0 0 K 2IU a s ❑''m 0 0 0 U m 2 0 0 0 0.0 d❑ m m 2 d 0 0 0 0 0.0 0 K.0 2 2 U 0 2 0 a,, CC 0 0 m 0 CC a
m'
co 0
0
O M
J 2
0
m O
2
a Q0< 5
( 'au z
a 2 LL:Z Q
❑ w Om m
m O (an O 2 L0
M _ W
co
LID CV co
at 6
o 0) 10 ro
0 N 0. CO M
00
m m
aO. a a a.'aa a ao. aP-
o 0 0 0 0 0 0 0 0 0 0 0
Y Y.Y .Y ,C Y Y Y Y .X Y Y Y Y Y �C ....Y-,_,Y,_, .Y 0 0 0 0 0 0 0 0 0 0 0 0 N N N y
C C C C C C C C C.. C C C C C C C C C C C C C C C O): M M M M" M M M: M M M M N 0.(0
m m m m ro m m CO a) CO CO m m m ro m m m m m ro ro m -• a s Q'.Q
mmmmmmmmmmmmmmmmmmmmmmmm222222222222
'� co' C C C C C G. C C C C C C=_- C C C. = C C C
RSPR
°O -O : -o 'O '0 -O : a -o `� °O "O U -O V co co m m m m: m m co m m CO CO: m CO m m CO m m 82222
N N N a) a) a) N. 2. N N aJ 2 0 0 0 O O O O O O O o 0 0 0 0 0 0 0 0 0 0
,. ,. 0 0 0 0 r..r. r. 0r. 0J J J -I J J J J J J -I J J J J J J J J J J -I l0 m m m
N
E'''E E E E E E E E E E E E E E E o E a) O a) a) a) E• 0 0 o a) E o o 0 0 0
E E E EE E E E E E E E EE E E E E E E E E E E E E E
(i Li':LLL Lia lL U. 0. .L 14'LL ILL LLL (LL',.L( 2 2 2..2 2 2 2.2 2 2 2.2 2 S'''..S 2 22 2 2 2,Z Z ZZ
ma 1-0'. amN aNm m-omm m mI m m mim NN m mN mN m mN ma) ma) mN mmm m 'm m mm A mmmm m m m:m
N a) m N a) a) :aaaao o 0N N N 0 a0 N aaaaN0 0N)a0(00 0 0 6'0 0 00a-0-6aav-0a0-0-0-00 0-0-6-00000-o
LL LULL LL LL LL',LL LL LL 'LL LL (L LL LL LL LL LL,LL LL 0 LL,LL LL LL 0. 0. LL0. 0. LL LL LLLL LL LL LL;LL LLLL LL
et 6
M L°,z w d Y to } M:(MO cODo C70 t�C7 } w� rn O OD Z> LL riIn0 N Y',N d X 0,� Zoo N
m M M U J J Z I-- W 0 Z 0. M 0. U` J❑ m❑ Z Z M (.L 2 W W Y V W W W Z J
xJJWUJWLWZ2ZZZZZWWI-<l-t-YO<<OQ000W00�rW<00000
N W W W W W W W W W W W W W W Q a Q a a 0 0 0 0 a O W U` U` (7 W 0) U' U' U' W W U` U` (7 U'
N M (0 (O M 0)0) M 0') M'..M M M M M O O D:O O O O 0 0 0 V,� V V V r V V V V 0)(0 W W (0 W
V M M M M MM M M MM M M MM M M M M M M MM M M M'':M M M'.M M M M.M M m M'..M M MM
M M M M M m''.m M M MM M M MM M M m M M M MM M M co M M M''.M M M MM m M M M (O MM
❑ ❑ m U U 0:0 U U'',0 0:0
U.0 Q Q <t Q a a',Q Q"Q
m mZ LL LL(L tL LL LL'.,LL LL'.LL
0
LL
0
LL
U U U 0 0 U U U U U 0
':.
LLLLLLLLI1
V r W MO W 0) VM M O,W N W N W W W:0-
(0(00) W0.W W W...W W W MM M MM
0000,000 C3CD O CD CD CD C3CD 00'.0
ONMM
00
OeMM
MMMODM
00000
M
0
.
CDC)
N
(0`
.-M
UJ (0ma
0020
�
II
07
UUa
aZ
C_
LLaau2
J
0
0) MOM 0)
2 2 2 z
111111212424
0a-0•-0 ❑ 6:6 uF
mm�-i
W
LL 22.2
0
CO
,'..
V0V OMW6W00
aNZXZNWM❑❑
UN WNNN
WWWOLOM0)WW
MMM(0MMMNNN
MMM0)MMM0))M
0 000 0 0 U 0 0 0 UUU U U U 0 000
QaaLLLLLLQaaLLLLLL0a.
14.LLLlLL0.l1LLILLLLLil1LLLL Ll
m0mM (0W00C)N00V0
nt- `r`WMMMM
000 0'0000000:0
N(0rONMV(0W
WWOrt`-r0)M
4.-
00000000ee
0
❑
I4aUQ1-
U
Um
1-
'.
NMOMO
10O00)0
MMWWM
00000
91282CEG2
0H
U
00
0
0. N
O K
U
L
D
ILL
'a
00
y
O)
c
K 0
0
(0
(0
i
0
6.
r
0
co
as (0 0.'
P.
0
a
0
m
0
rn
N
a.
U
0
m
w
Y �
>
0
!
a
0)
co
N N N N
0 0 0 O
N '.N CV N
10 0 N. CD CO V 0 (V • CO CO N N 0--M 0- (O O O) 0) CO • 0) V V 0 0 CON CD a- r'CO 1- N • 1)) V oO' CO CD a- CD a- 00 CO 0 0)O 0 N Co co O'. O N t0 CO V
0 0
N LC)0- a- COO •V O-.N • CD M. CO V 0) CO c0 V. co 0 I�.M 0) O'.(O.O 0) 0):03 M V M,1- N r CO O O O'M M O COO O O 0'0 0) M O'. co (M O.I-•h'O) O m'.O
I-;V'�'N CO O •(O •V O a- • MM O CO CO. O a-,c0 CO LC) V'.O N. a)'N V O • O)'.W M CO V',O V O) O'O • N N n-M 00 M MM co N O V.O O O N co a- O'V N Vr-1�'V.V
0) V'.�) c0 0 i1 '(n ',V V co- 0 O '. co 0) N •c0 O CO 0).0 ' CO M '.V (0 N 0 CO (n•0 V •0) :O 00,CO CO.0).M (0 'CD ,0) O O (0.0 0 6) 0 'N 0 00 •O N ''.0
CO • CO' I` V CO • co a) :co 0) O',O:co •M'0' V'co•CO.V • (O 0) 0) V • CO N'' CO 00 0 r.0 0 M 0)'. N.0 0 CO Ln V'M (0"CO :M N 0 O • CO !CD O CD 0 Ln 0'. CO 0 0 N • CO : 0; CD''
0).0)'0)'. 0) CO. CO' 0)' 0.. D, 0) O O 0)'0)., CO 0)'0) 6, 6) 0),O'.O'0) O.co O O MM 0.O (O O CD '.O 0 MM 0 0 r 0 0 0 0 0 0)'N O • O•.0).(0 M O;O'O N',N V 0 M � N. N. (n
c- N-'‘-'N N N N; 0)',a- Na-"N N,� a- M a-•N N'.N N•(V N'.-.�• 'N N'N �IN
".a) CO' I-- V N V' CO N' N. M V. CO 'N CO V N N 0- 0) a) N. CO V• 00'V M (0 CO M CON CO (0 CD CO rn u) coOcoN 0) O'O' N O O
CD '.W V N V'.0 N.'N CD O COO' N M CO 0-. (0 M O. CD 0) •
COM f�.N CO • V N O'O m 0)''.N M CO 0)'.O N' N C0 M"(0 . co 0)
CO m NCO
.NI COCO::O.(.0 LC), MO':N O'. V_ N• N • CD V N N N a-'O'N N CDO r N.0) 0 0 0) 0 N.N.:,C)•V a-.V:
h r•W O) 0 O N'. O • M •t`; • M r 04 0- V 0- O.M co' 0 h'.M (r. N N 0 O.(O O CO M O C') ON.M CO CO t`'. N • 0 N O N N r (O
0'N M N N' tM • 0 CO: O N N•CO CO N N (0.N V N' N'N • N IN V.0 • 0 : N V' (0 r O'. CO CO 0- O • N- • M N N:N N N • CO (O O V'.N r W
6)•6) O):0 • CO CO:O CO CO 0) • 0,'. CO. CO • 0) 61 '6) O) O m"O) O.00 0) 0 .CO M CO 0'0 • 0, •V a1 '.CO CD • O) O)'. 61 6) CO CO N•OO) 0)'V,N
0 0 0 V 0 (OO 000 WN (0
00 O'.M N 0- (0 V N�'M N N
V CD 0) N. (00) CO 0 0) 0) CO
06O V 0 N'(D'(O.N (o 0 0
0 .0 O O) CO.0 CO 0 co co co
co O N co co 0- O.Co a-.V
N N a-.N
CD 0 0 0 0 O 0 '.0 0 0 ''.0 0 0 0 '0 0 0 0 '0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
O 000
0 000 0 0 0 0 0 0 0 0 0 0 .0 0 0 .0 0 0 0 0 0 0 0 0 0 O 0 ''.0 0 0 0 0 0 0 0 .0 0 0 0 0 0 0 0 0 0 0 0 .0 0 0 0 0 0 0 0 0 0
'O 000000000 ''.'''0 OO O OO.O O O O O OO.O O O O'.O O O'.O O O O O',O O O 00O O O O'O O O O.O
0 .0 .0 0 0 0 O O O ,O O O 0 OHO O O O '.O O 'O O O O '.O O O O o O M 0 O 'O O 'O O O a0 0 O '.0 0 O 1). 0 06 O 'O O O 'O 'O O O .O O '(O 6O 6 c5
000000000 '...0 0 0 O 0'.0 0 0 00 0 0 0 0 0 0 0 0 0 O-(O (O O.O O'O 0 0 0 0 0 0 0 00 M.0- O 0 (0 0 0 0,0 0 0 N 0 0'. co'co (c) 0
0 0 0 O 0 0 0 O 0 0 0 0 0 Oi0 0 0 0 0 0.0 0 0 0 O 0 0 N. 0 0) (O 0.0 0 0 MO.0 00 0 0 O 0 0). N 0 0'O " IO0, 0 O.O N N.V'. 0 co v-.0- N'M0
N )- 0,1 N'N �N
CO O (O N (D MO Ln CO N CO CO CO V CO 0)(O V CO N N N 0) 0 'N M CO 0) CO V 0 (0 N� (0 r N (M V CO CO N ',V N (0 N a- O CO CO O (0" MO 03
N N 0 O 'Cr N. CO O 0)' M N Cr CO. O (O O N` r N. "4 CO'O) N '0 0) I-- O) CO 0)'M 0) CD 'O to 0 W W CO 0 co co ,a- V M M V Ln co CO co O)
'.V (O T W N. CO 10 N N 0) N. 0 O r 0 N N0 NO N N V'CO N 0 Ln CO V.W N NI CO a- V N' CO V.M N 0 (N.0 V V CO. Ln M CO N 0 V (D 0) 0
0)'V CO N V) V) V, 00'N(O 0 O W,N O_ V 0 N. N r CO CO 01 N N 0 0 N�'O N V. N O 0 (O co 0 O M N V 'O N. O M 0 0 0),M co co O0 O
O O CO CO 0- N'.0 V O (O N.O 0).M CO 0 V O).W N Ln O 0'.0) (0.10 N O 0 N I", CO (0 N.N N M M.O.(0 0 (0 0.CO COO V'.CD 0) 0 O 0
CO CO N N CO NI M'.(!) 0'V (O CO 0, 0, 0 (0 0 r O 01 CO M MO CO CO .1 O(0 -N'O,N COCOO V V co co V (0 (DN M V O, V CO N'. r N OD 0)
O O N 4 04 '.N CO (0 1.0 LO 0 CD V' CO CO a- N O CO .4 N� N (O CT) el: N O.CO 0.0 M CO W O CO N` (0 W,6'0 MM MO M V 0 O'.(D CJ N ," (O Cr N- co:N
07 M V V'',a,V V' V' V'V' V V'',V V' V' V'.V' V-V'V O 0'�-0 N CD O 0 0 0 0 0.O 0 0 0' 0 O 0. O 0 10 ',6 �-'N".O 0 0'0
co co co co co co (O co co co MO co a-".cM co co NN co co co co co co N.,.N co co V ('.(M V) LO.N.(M NN V. M0 N O 0, e-.c- V u) co co co V co co MM.cM c0 co N�'.N N MM
CO
Nam' o 'M N N 'N'. N.N N IA CD O r' V.V CO 0' N'M O N
W (V' (V.V'r '.0 N N 6'.� a-.(O co' '.N'N.OI O o0 co a-'.cO.� �.M dV c-.
,Ni
00000000000
0 0 @' f0 0 0 0 0 0 0 0
aaaaaaaaaaa
cr)'V.N
CO COCc-
@' N. N N. @' N N@ CO CO CO CO N'. CO CO @ CO - CON(NO N N. N M 0 0 0 0 0 0 00
aaaaaaaa,aaaaaaaaa< <Qaa<<Q)<aaaaaaa
CO 6) O 0) O) V�M1) CO (M to CO. (ON M
N COO 0- N CO N c00 (ND I� 0- MMM ; t0C> CO r
. __ ..
O'0 Cr N cO'(0 N CO'. CO M VM CO
M M N NI�1� cMN CO V
' 0 0 0
CO CO
�0
o
co co
(0 0
O
CO OD
(MO CO
N CO CO
CO CD
'OV 0 'CO
O'O O
CO N
CO aa'.
O 0(D N N N-N M0 N (O M N N_ V OD'.M (0 07' CO CD CD CD N CO N cO 0 0 0 o N
COCOVr r .- 0) 0, 0'CO N (O '(0 0- 1O N (O 00 0 'V N. V 'CO CO O 10 (0 CO
CO M LO (O CO N V.V MV) CO el. CO N A- ', Cr CO CO CO 0. V V (0 0 CO IN CO N.
CO
CO (M . V V V (0 CO lM VL ' LIDN V V V V co 0 MO V CO M CO 0' V Mn (0 M 0)c0 ' CrV V V Cr V N V Ln V CO CO V (O V V (O CO V CO' V' 0N
V CO co V cO 0O . V N V (0
N N N N N N N N N N N N N N N N0) N '.N N N N N 'N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N
0 0 0 O 0 CD O 0 0 0 0'0 0 0 0 0 0 O 0 CD 0 0 CD 0.0 0 0 0 0 CD 0 0 O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O o 0 0 00 0.CD 0 0 00.00
N N NN N N N NNI N N N N NN N,NN N N N'N N N NN NN N NN N N N N N N N N NN N NN N NNN NN N NNN NNN N NN N NN
1n (M O a- (D (M ,tM (M Ln NLO .D 0 (D .V) (O (OLC) M',�'a- V V) M 01 a- )-- V.CO M (-0 a- C CO (M .00 0 cO.x- a- cM .- .--N N Ln''. a-'. cD 0 (D '.(n.0 0 .-.L.0 co
Ma- CO .-'M'M a- a- M a- .- a- .- CO a- a- CO CC) = a- a- \N a- N a- a-'.O a- a'N N N a-.N a- (`a- a- a- a- N:N )- O'O"� .-'f� a- 0 a- 0 a- a- CD (0 6)
(n V O M V (D'V (D -.N C7 (D 1� N N m I� cn 'r N- M N.- (O .-. 63 R I� M. (n (n c- iM. .- N, N M W V'e- e- a- .-' CO 0 (O O) m m'(D(O h- '(D '.(D.
N N N N N N N N N N N N N N N N N N N N N N O a- 0)' O O O O O ,O O 0 0 H0 O N 0 0
N N N N N N N N N N N N N N N N N N N N N N N N N N. ,N N N N 'N ,N N N N N N N NI NI N N N N N N N N N N ''.a-:N N N N N N N N N N
O O O 0 0 0 O 0 0 0 0 0 0 0 0 0 0 '0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O '.O O O 0 '.O 0 0 0 .0 0 0 0 0 0 0 0 O 0 O O .0 '0
N N N N N N N N N N N N N N N N N N N N N N N N ;N N N N N N N N N N N N N N N N N N N N N N N N N N N N .N N N N ,N N N N N N
COO M M M-M'0 O (D (D V a a OO; co CO 0' O. 0 0 0 0 co ((0 r' co co 0). a:a- co N. V N 00 N C) ` 0 r'.0 O-N N 00 r CD'a- M,r O D 0) M a-. 0- 0 O (()
I�O O O"O'', N N N.N''� a-- CO CO CO M co co N'� a-.N O a- "N N a- N.N N a- a- N a- ` N.` a- A- N �,N O N co a- 0 ^.,N a-- N M.0-.N
a-".O co O O. e- , .-. a- N N a-'.N O N a- N .- N� N O'.� .� 1�,� O O ,a- 0 a-'N'N� W
n
H
c
10
C
•z• :Z• ZZ!ZZZ• ZZZ Z• Z W
1-".W . '.F k- F-1- ♦- H h I-'11- 1- 1-.>' J '
U W F W W W UJ W W w W W w w a O H
<0� cr)cxecIrc)4 oc,f2c:cIzctaQu.)
o'..2.0 a a a!,22 2'',2 2 2''..� 2',O',0 Ua,Q.
0) C)'.O O CS) :M'.0
000 U
ICCC
1-- I- I- 1-
CC00
N'V.i- 0) O
C' 0) 0) O) 00)) 0 0
O 0 0 0 0 O .O
CC I- a 1-
> J J J J J J J J J •Q m J m m J
U U'U Q F U'I- U f- 0- - I- I- 1- U N- U U U U m CO 0 U V-. - U 1-'
as a arnacnacou)cocococo a(n a,aaa as a (n a n
CO a a a s a,0,a a s a', a'a a a.a a u) n..a a s -I-- co a au) a �:a'u) cn co rn'u) a.� a.cn
ra_ 0 0 0 O UU' 0 0 0 0 0 0 0 0 C7 0,a 0.0 0 0 0. 0_a 0 0 0_ o KUa a s a;a K 0a 0.a
I- I-
CO'CI)
0W vw 1-'.1- to eC
wLj UU,.
Z ZZ
omZ cnrn Z D wK K -m-
,m° UUU UU>,r~nru
~n~im
`od �''. ,Z N'',U U U CJ',= _ >I>iz a�'00 O m°
U IW i' o 0 0''. o C) CT) �i� m .z:U'U
u U ON NN N== oo0 00Z W,U rn U3
� � � 2' � � � �. a' @ a''O �. L`). Cn L L L L .1_0 1- >. >, w 0 0 J a Z a < W 0
0 0 0 0 N N 0 N O 'cn U U c'', C C C C O O 2 3¢ ~ d
`o .c O o o m-rn o) rn OYJ J co 2w w= K w O =>
f-F-H h-V-1-I-1-1 do. o.0 ,I•uw N N ;2222}>- J".00J(210,JO.<<cO 'E
»',3»��¢¢amm'c�icai�� �aaan,�°��I ia'',amcai6'000M
N U Y , co co o3 > a } 7 IVi O'.Z Q^Q o U` 'a 0i �i 2U U X N-U U x > = U Q�Q Ma co Y''.O o`' _i co
_
UO 0 0-1„ 1yUaUm W.UW O U'O Q a a'a CO CO 0'Y Y IU U= O'm QO,O --1 J,''.Y 10 1-z
cOooOo UMCO COaNOO V V oD=__=NN=NC70J (M00)a>M00U
N N N'N CO CO'. M CO N N'. CD CO O tM (M r0 (M CO W 6) cr 0) (O. (O V 00 O) 0) N'CD
oO CO'.COCO 00'.00 CO CO CO cO MO 1 0 0 0'',N N.N'.N (0 (M N a-,M CO (0 M M V CO V 0 CO N--
N N N N N".N r- n'.r O 0) co '.(M CO CO.O.(0 CO 0.0 N N "N N V V:V CO 0 0 0 O CD N
M CO COCO CON N CO CD NOD (O (0 0 N N M' O O o0 0) 0, � 0-(M'', 00
CO CO CO CO CD 0)0'.0:0 CD 0) a-.N LI. V'V V'. V'.V -CO CO6)'. 0) CO 0,0)00 0 a- a- N'N
CO N CO
O 0
UUUU'UUUU',U 'z
K a K a 0 K a a'. IY U UU U C.) UU U U U U UIU U U 2..0 U'.U.O
N CO
M CO 00):VN"VM' V Cr C.V (MM 10 MMO. (00 0'. ((00 ((O M CO N'.OM M:N O r N (VD 0- O co LC) O 0 CO W 0 co 0 N'r O f` O'. co C CO V., O^ 0) N� V.CMD
O) O). d O) 0) CO 0)'. 0 O O). 00 0 0), 0'. O 0'. CO"00 CO IN CO' CO CO CO'0' CO W M' CO. N� M co N co c co N- N. CO CO' 0) N CO W r,r N. IN CO CO n CO CO CO!I-
0 0 0 O O O 0'. 0 O O'., O'.0 O O. O' 0 0 0 0 O 0. 0'. O 0' O' 0. 0 O O 0. 0 O O', 0 0 0 O O:0 O 0' 0'. 0 0 0 0 O 0 0.CD O O O' O. 0 ',CD
j U U. K
•
O
Z r'.,0',O'�
Wa:•.0,7/1,D!IT-J71°61
a� 0a O ='W O'.)
z��u�''oWW'>
zzW
m � � �o W aO OO
L O'O Ow
000�oaUIUUa
m Q Q U« O QQ QU
❑_ a N a
0UJ W hY0OOOZ
Q O z z Z
O O O � a J J J Y
V M (D
MM:aox0(X0)OW2
0 0w.W W a 2Z00
co M W O 00•(O N- I-
LO N:CO CO CO O N
V V CO. N N NO .N 0',0
C0 CO CO 0) Cr K)'.1O N',N
t` 0)', CD I CO • N '.N N '.N.
V V• V'I V)'.LC) 1 CO • O. (0'.0
4511527C0
U'U 0 0 0
CC CC a CC CC
1-_ 1- 1-;1-I-
zzz
2
z z z z zz z z zz zz z zz
DDDDDDDDDDDDDDD
N N
Y �
i
O)
7
V)
m
G
O N
0. N
O ce
U
U)
NP
C
4,
re
CO CO 0 (D (D CO CO
V) 0 7 cY 0) 0 (D
0) O N '.0 N O N
10 d) (D O 0) NS .O
V co o (O 0 00 0
s
0
LL
a.
N
VI
0
0 (O 0): d'
CO N (O 'V>
O
M N 0)
N (O r"M
N 7 V r
I-o
O (� �
0
cD
0 0
00 0
N V)'10
w d
7 piv 0
10
O
CO
t r
�
0
a
m
0
0
N
0
0
M O 0-O 0 0 O'. 000 M 0: M COO) 0.. 0 0) V)':CD
CO O O) 7 W O f\': N` 0 (O co O 4 0) O O 0) 0) 0)
M 0 0).: CO O 10 (0 O (O 0 (O t` 0 0 r V':M
V' O In to N O M O O O 0 O W O O V)..
l)) O M'..(O 0 O 0 ':0 0 7 0. (O O)".0 (n 0),.(O
O N N N 0 CV CO O r 0)': O N CO V '.. N CO CO ', CO
0)'.N)
N 0 O0 0 0) 1-0 CO 00 7. OO N-O:, CD V) CO
O f� M'1� ti'..N O7 N O N':.N O M N; O CD 0)
T 0) O V' O) N V) c M 0) 4O (O r r r O V)
O 0) O 0) co � . N d' (O O 10 N (O (O N O N N 0) . CO
i N V' 0) N N 7 03 7 N- O r CO V' .- CO st 7 M CO !0)
0 0 0 0 0 0 0 0 0 00000000000
0 0 0 0 0 0 0 0 0 O OO O O 0'.0 0 0 0 0
0 0 0 0 0 0 0 0 0 Cr 0 .0 O O 0 0 0 0 0 co
V) 0 0 0 0 0 O ''. O O O O 0 O N O O 0 0 0 O
V) 0 (O O 0) 0 (0 0 O V) V) 0 O) 0 0 0 (O 0) 0
r (O M.V) O N'.N N O O CO, 0)'.(0 N CO 1',(O
N
LO
CO
N�
N
0)
csi
10
N
O V a- N M (0 V) 7 V' (D (O N 1 (O CO N d'.. O) (D 0) 1.O <} V) (O
N r 0 CO (0 0 N` 0) O CO N 0) 7 a' V) N O V' (D M 0 0 0
N` O V) N` CO M CO 0 O r O N CO N M N N N CO 0 f\ 00 0O 0 0 0 0 CD 0 0) 0 0 0 0 0 0 coV N
M .4 co co O O o M O (O O No 0 0 a7 O O O O V) sr .4-
• co co 0) M O co O O 0 N` 0 N O N O N) O V) (0 O V F
N` V 0) 07 e) O to V . CO CD(O CO 7 f� VDV) .4 O CO <0 COV 6 0 0 0 O O O 4 0 0 0 O O V O O O O O O O
V) 0): 1- N` V) V) CO CO CO V' r N 0) N- V N N (0 0) N (0 (O
0) O.0 O O CO CO r N. 0) N 6 M (O'.0) O r NO 7 0,O
CO CO CO CO (O '.f` 6 co V) 0) (O CO r 6:;0O O'.,0 O V':V
O ":O N N N O O ': O O O '. (+) O N O''., O
Q'0
N
00a'a0
N 0 N N 0 N (N6 0.'. N 0 N N
aaaaaa aaaaaa',a
O r r to :V) (O (O V) CO 0- O 0 00 M V) O.N r N 0 0 (O
0) 0) D) 0:0 O O 0) CO 0) V) CO N V) 0) V)': CO 0) CO (O:O
CO M M CO (9M CO CO O:N CO CO O M 0- CO t` CO 0) M f`
CO LO
0:0
N N
O
N
y
0)
U
N
O
CO
m
10
0)
O.
C
V V V s' 4) V' a co co V V' (0 V' (o V) V V) V' (O V'.. V' (O
N N N N :N N N N N N N N:"N N N N N N N CV N (9
0 0 0 O O O O 0 0 0 0 0 ':O 0 0 0 0 0 O 0 '0 0
N N N N N N N N :N N N (0 N N N N :N N N N '.N NI
a- O 0:. (() 10) 10 .- N;� .- (0 40 10
W OO W ct (n M M 10 ( W 6) N : W \O W
m(oo<- I'55 co mlco co
N 0 0 C. 7 0 '- 0 0 N- 0 7 N 0'7. O O O 0 0 O
N N N N N :.N N N N N N N N N N N N N N N N N N O
0 0 0 0 0 0 0 0 0.o 0 0 00 0 0 0 0 0 0 0 0 0.0
N N N N N N N N N N N N N N N N N N N N N N N N
r O N �.W O M.7 .- n.(O W:00 .-
N:N - CV N N M N O.,N
= e- 00 CO. �- O N N, N )- N O .- O
0;0010CD '. COm 0m w.m00U a
• 0
C9 a Z a 0_ CC a s 0'K a s 2',aa O ▪ 0_0 a s a. a.
71 I- 1- 1-
m CO Un CI)
O OOO a } (I) Z o.n
O C9UJ C9ai C9. h • "UUZ r w o 0
55 O
= m °)Ww
O_ 0 O Oa o,ZN a 2 22
U°( cJo H (n 00..
>
a W I O..IIZZZ W E EF-I-Q(na 5 > j m.
U Q J J J J J 0 D 0) J E E W Z (0 U 0 O O C
O(n 'N "0 (6 Yal cO��cG>' 000: a a co J¢:WU 00
_ a c c
75
0 Z 0 (/> (� (n (� 0 0 0= z -o -o O O O a¢ 2 0 rn o) 0
O 0 c c c c c c c 2 a z
c c 0
W w: oo) CP rn ca m(n u) 0)',.0 2 ., m,2 a Z >'.Z OZ Q 0 co 0 m.
a a. d 2 2 2 2 (Z a K''.O O O O0 0 -N ¢ 0 0 Z m m
00 0 0 0 010 0 0 0l0 a s a'',2 2 W (75 0) (n P O'..3 �,:
V' O N 0) r co M 00f` CON CD N c- O (D (() 0 4) toV= N
Ua S0N.01-}>U W oam2-)N2a(nw>(Dco
¢ :N (n (n N, U U U> a 2 2 Q 0 2 U 0 U' o3 W Y >.o
r 0) 0) N CO 0) CO M CO 0-0 0) CO CO M CO a (0 V) O O N O N
,._--
CO 0.0 0 0 0 O O O 0.0 0 CO O r N` (O. 0 O (0 (M.0 0) M
V) co co co co co co V) co O co N O co 0) 4N CO co co co 0 O>
co co co co co (0 (0 O co (0 O co co co co coM co 10 co M O O'. coM M%
O co co co co co co co co co co r r N` ' N- N- N-- co r- co co 0) I O O : (n
a.
Z
0
0
ZZZZZ
D 0 0 00
2 2 2 2 2
O N N',.r
CO CO CO 00 CO00000,"
m
O
O 0
U U
ZZZZZZZZZZZZZ
D 0 0 0 0 0 0.0 0 0 0.0 0
2 2 2'2 2 2 2'.2 2 2 2'2 2
ti N CO
CO
N. N O:O
o 0 0 0
CO ▪ 0 7 0
N CO CO 00
o 0 0 0
H
U
10
cn
cn
0
0
0
U
Un
10
0
U
Z ZZ Z..
000D'
22',22
O': (AD 0-- 0) N COO M
(0 0. CO CO CO N` O 0) r O
W N- CO h 0- N` r r 0
0000000000
CO
O
N
c
N
tYl
c
a)
cn
}
(n
re
K
K
K
BOARD OF
COMMISSIONERS
AGENDA REQUEST & STAFF REPORT
MEETING DATE: July 24, 2023
SUBJECT: Finance Report for June 2023 - Preliminary
ATTENDANCE:
Robert Tintle, Chief Financial Officer
MEMORANDUM
DATE: July 24, 2023
TO: Board of County Commissioners
FROM: Robert Tintle, Chief Financial Officer
SUBJECT: Finance Report for June 2023
Following is the unaudited monthly finance report for fiscal year to date (YTD) as of June 30, 2023.
Budget to Actuals Report
General Fund
• Revenue YTD in the General Fund is $42.4M or 96.9% of budget. By comparison, last year revenue YTD was
$40.3 and 98.8% of budget.
• Expenses YTD are $43.4M and 95.4% of budget. By comparison, last year expenses YTD were $41.5M and
95.3% of budget.
• Beginning Fund Balance is $13.8M or 106.7% of the budgeted $12.9M beginning fund balance.
County Wide Financial Dashboard
Fund
Select all
(Blank)
001 - General fund
010 - Assmt-Clerk...
020 - Code Abate...
030 - Community .,.
040 - Court Techn_.
050 - Economic D-..
060 Goner -al Co,...
070 - General Co...
090 _ Project De•v...
120 - taw Library
130 - Park Acquisi...
132 - Park Develo..
Monthly GL Period
0
13
$11.2M
(Blank)
All Major Funds
Requirements
95.4%
Resources
96.9%
Monthly Expenditures
Last Year Actgals •Current Year Act
001 - General Fund
Budget to Actuals
Beginning Working Capital Budget to Actuals by Category
•Actaals •Budget 6Projectton
95.3%
ear budoet
12
100.0%
Year Complete
Monthly Revenues 98.9%
% of last year budoet
• Last Year Actuals •Current Year Actuals
10
106.7%
Projected Ending Working Capital
511 2M
• Budget
• Projection
64 !sr
Approved FTE
121.86
VACANT
2145',
1411) FILLED
78 55%
On the attached pages you will find the Budget to Actuals Report for the County's major funds with actual revenue
and expense data compared to budget through June 30, 2023.
Position Control Summary
Position Control Summary FY23
Org
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
April
May
June
July -June
Percent
Unfilled
Assessor
Filled
33,26
31.00
32,00
31.00
31.00
33,26
32.26
32.26
32.26
32.26
32.63
32.26
Unfilled
2,00
4.26
- 3.26
4.26
4,26 .
`2,00
3.00
3.00 ..
3,00,
3.00
2.63
3.00
8.90%
Clerk
Filled
9.48
9.48
10.48
10.48
10.48
10.48
10.48
9.48
9,48.
10.48
9.48
9.48
Unfilled
1.00
1.00
1.00
1.00
1,00
1.00
4.77%
BOPTA
-Filled
0.52
0.52
0.52
0,52
0.52
0.52
0.52
0.52
0.52
0.52
0.52
0.52
Unfilled
0,00%
DA
Filled
57.40
58.40
59.20
61.20
61,20
59.80
58.30
58.80
58.00
59.00
59.00
59.00
Unfilled
3.20
2.20
1.40
0.40
0.40
1.30
- 2.80
2.80
3.60
2.60
2.60
2.60
3.52%
Tax
Filled
5.50
5.50
6,50
6.50
6.50.
6.50
6.50
6.50
6.50
5.50.
5,50
5.50
Unfilled
1.00
1.00
-
-
-
.-
-
-
1.00
1.00
1.00
6.41%
Veterans'
Filled
5.00
5.00
5.00
4.00
4.00
4.00
5.00
5.00
5,00
5.00
5.00
5.00
Unfilled
. -
-
-
1.00
1.00
1.00
-
-
-
-
-
-
5.00%
Property Mgmt
Filled
2.00
2.00
2.00
2.00
2.00
2.00
2,00
2.00
2.00
3.00
3.00
3.00
Unfilled
1.00
1,00
1.00
1,00
1,00
1.00
1.00
1.00
1.00
-
-
-
25.00%
Total General Fund
Filled
113.16
111.90
115.70
115.70
115.70
116.56
115.06
114.56
113.76
115.76
115.13
115.13
Unfilled
8.20
9.46
5.66
6.66
- 6.66
5.30
6.80
7.80
8,60
6.60
7,23
7.23
5.89%
Justice Court
Filled
4.60
4.60
4.60
4.60
4.60
4.60
4.60
4.60
4.60
4.60
4.60
4,60
Unfilled
0.00%
Community Justice
Filled
45.20
45.20
45.90
44.90
44.90
45.90
45.90
45.90
47,00
45.00
44.00
44.00
Unfilled
2.70
2.70
2.00
3.00
3.00
2.00
2.00
2.00
2.00
4.00
5.00
5.00
6.11%
Sheriff
Filled
218.25
232.25
230.25
230.25
231,75
229.75
228.75
235.75
233.75
232.25
231.25
230,75
Unfilled
44.75
30.75
32.75
32.75
31.25
33,25
36.25
29,25
31.25
32.75
33.75
34.25
12.72%
Houseless Effort
Filled
-
-
1.00
1.00
1.00
1.00
1.00
1.00
1.00
2.00
2.00
1.00
Unfilled
2.00
2.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
-
-
1.00
50.00%
Health Srvcs
Filled
355.80
357.50
368.30
371.30
374.55
380.20
380.10
383.30
383.95
376.10
375,30
377.10
Unfilled
49.55
47.85
48.25
46.25
44.25
39,60
39.70
38.50
37.85
44.70
45.50
43.70
10.49%
CDD
Filled
59.80
58.80
59.80
58.80
59.80
57.80
57.80
58.80
58.80
57.80
56.80
57.80
Unfilled
12.20
13.20
12.20
13.20
12.20
14.20
6.20
5.20
5,20
6.20
7.20
6.20
13.90%
Road
Filled
55.00
55.00
58.00
57.00
58,00
58.00
57,00
57.00
58.00
56.00
57.00
56.00
Unfilled
6.00
6.00
3.00
4.00
3.00
3.00
4.00
4.00
3.00
5.00
4.00
5.00
6,83%
Adult P&P
Filled
35.55
35.55
35.85
34.85
34.85
34.85
34.85
33.85
33.75
33.75
33.75
32.75
Unfilled
5.30
5.30
5.00
6.00
6.00
6.00
6.00
7.00
6.00
6.00
6.00
7.00
14.74%
Solid Waste
Filled
27.00
26.00
28.00
26.00
27.00
28.00
27.00
28.00
30.00
30.00
30.00
30.00
Unfilled
3.00
4.00
2.00
4.00
3.00
2.00
3.00
2.00
-
-
-
-
6.39%
Victims Assistance
Filled
8.00
8.00
8.00
8.50
8.50
8.50
7.50
7.50
7.50
7.50
8.00
7.50
Unfilled
-
-
-
-
-
-
1.00
2.00
2.00
2.00
1.50
2.00
9.95%
GIS Dedicated
Filled
2.30
2.30
2.30
2,30
2.30
2.30
2.30
2.30
2.30
2.30 .
2,30
2.30
Unfilled
0.00%
Fair & Expo
Filled
9.75
9.75
9.75
10.75
10.75
10.75
10.75
11.75
11.75
11.75
11.75
11.75
Unfilled
3.75
3.75
3.75
2.75
2.75
2.75
2.75
1.75
1.75
1.75
1.75
1.75
19.13%
Natural Resource
filled
1.00
-
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
Unfilled
1.00
2.00
2.00
2.00
-
-
-
-
-
-
-
-
29.17%
ISF-Facilities
Filled
20.75
21.75
20.75
21.75
21.75
19.75
19.75
21.75
23.75
23.75
23.75
23.75
Unfilled
4.25
3.25
4.25
3.25
3.25
5.25
5.25
3.25
1.25
1.25
1.25
1.25
12.33%
ISF -Admin
Filled
8.75
8.75
9.75
10.75
10.75
10.75
9.75
9.75
9,75
9.75
9.75
8.75
Unfilled
2.00
2.00
1.00
-
-
-
-
-
-
-
-
1.00
4.88%
ISF - BOCC
Filled
3.00
3.00
3.00
3.00
3.00
3.00
3.00
3.00
3.00
3.00
3.00
3.00
Unfilled
-
-
-
-
-
-
-
-
-
-
-
-
0.00%
ISF - Finance
Filled
10.00
8.00
10.00
10.00
10.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
Unfilled
1.00
3.00
1.00
1.00
1.00
-
-
-
-
-
-
-
5.04%
ISF - Legal
Filled
7.00
7.00
7.00
7.00
7.00
7.00
7.00
7.00
7.00
7.00
7.00
7.00
Unfilled
-
-
-
-
-
-
-
-
-
-
-
-
0.00%
ISF -HR
- Filled
9.00
9.00
9.00
9.00
9.00
9.00
9.00
9.00
9.00
9.00
8.80
9,00
Unfilled
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.20
1.00
10.17%
ISF - IT
Filled
16.70
16.70
16.70
16.70
16.70
15.70
15.70
16.70
15.70
15.70
15.70
15.70
Unfilled
-
-
-
-
-
1.00
1.00
-
1.00
1.00
1.00
1.00
2.99%
ISF - Risk
Filled
2.25
2.25
2.25
2.25
2.25
2.25
3.25
3.25
3.25
3.25
3.25
3.25
Unfilled
-
-
-
-
-
-
-
-
-
0.00%
911
Filled
52.00
51.00
49.57
50.57
51.57
52.10
50.10
52.10
52.10
52.10
51.10
52.57
Unfilled
8.00
9.00
10.43
9.43
8.43
7.91
9.91
7.91
7.91
7.91
8.91
7.43
14.33%
Total:
Filled
1,064.86
1,074.30
1,095.47
1,096.97
1,107.72
1,111.76
1,104.16
1,120.86
1,123.71
1,112.36
1,108.23
1,107.70
Unfilled
154.70
145.26
135.29
136.29
126.79
124.26
125.86
112.66
109.81
120.16
124.29
124.81
Total
1,219.56
1,219.56
1,230.76
1,233.26
1,234.51
1,236.01
1,230.01
1,233.51
1,233.51
1,232.51
1,232.51
1,232.51 A
%Unfilled
12.68%
11.91%
10.99%
11.05%
10.27%
10.05%
10.23%
9.13%
8.90%
9.75%
10.08%
10.13%
10.43%
A No FTE changes
Budget to Actuals - Countywide Summary
All Departments
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
001 - General Fund
030 - Juvenile
160/170 - TRT
200 - American Rescue
Fund
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget Actuals
Budget
Actuals
40,504,168 40,047,506 99%
901,143 1,007,843 112%
12, 578,435 13, 029,089 104%
19,000,000 14,281,402 75%
43,472,708 42,118,614 97%
1,010,203 937,248 93%
13,631,282 12,748,688 94%
105,186 26,783,955 999%
Projection
43,159,671 99%
1,097,363 109%
12,748,691 94%
26,783,955 999%
220 - Justice Court 550,832 494,676 90% : 525,032 518,001 99% : 525,513 100%
255 - Sheriffs Office 44,947,745 45,776,980 102% ; 49,577,055 50,344,759 102% ; 50,344,761 102%
274 - Health Services 48,727,400 48,848,440 100% ; 57,787,985 58,746,905 102% ; ; 55,575,740 96%
295 - CDD 9,580,316 10,542,434 110% ; 11,675,519 9,456,744 81% ; 9,455,063 81%
325 - Road 22,629,649 24,768,506 109% ; 24,889,063 24,827,381 100% ; 25,939,057 104%
355 - Adult P&P 5,840,250 6,178,356 106% ; 6,134,018 6,246,168 102% ; 6,256,056 102%
465 - Road CIP 2,471,190 1,124,832 46% ; 1,943,063 377,583 19% ; 644,689 33%
610 - Solid Waste 13,350,600 13,930,834 104% ; 14,503,499 13,899,592 96% ; 13,899,597 96%
615 - Fair & Expo 1,395,724 1,779,723 128% ; 1,738,534 2,205,398 127% ; 2,211,799 127%
616 -Annual County Fair 1,560,500 1,922,671 123% 1,969,380 2,359,715 120% ; 2,378,277 121%
617 - Fair & Expo Capital 8,544 8,012 94% ; 7,414 239,492 999% ; 317,270 999%
Reserve
' s e E
618 - RV Park 517,524 584,713 113% ; 642,252 577,636 90% ; 578,546 90%
619 - RV Park Reserve 7,546 6,354 84% ; 6,298 21,589 343% ; 21,589 343%
670 - Risk Management 3,146,973 4,409,440 140% ; 3,311,477 3,297,596 100% ; 3,395,547 103%
675 - Health Benefits 23,027,177 25,070,639 109% ; 23,658,700 24,657,721 104% ; 24,762,484 105%
705 - 911 12,019,306 12,896,533 107% ; 13,744,678 13,590,611 99% ; 14,094,706 103%
999 - Other ; 50,071,869 34,055,652 68% ; 58,702,131 58,761,299 100% ; 58,724,745 100%
TOTAL RESOURCES ; 312,836,891 300,764,634 96% : 329,035,478 352,716,694 107% ; : 352,915,119 107% ;
Fiscal Year 2022 1 Fiscal Year 2023
REQUIREMENTS Budget
001 - General Fund
030 - Juvenile
160/170 - TRT
200 - American Rescue
Fund
220 - Justice Court
Actuals
Budget
Actuals
OA
21,298,809 19,383,248 91% 24,337,373 22,279,529 92%
7,496,355 6,674,328 89% 7,928,538 7,243,196 91%
4,010,388 3,826,539 95% ; 13,123,218 11,614,199 89%
38,000,000 14,187,441 37% 23,129,361 14,354,838 62%
736,142 690,802 94% ; 766,183
Projection
23,749,439 98%
7,542,683 95%
11,823,834 90%
14,378,936 62%
724,677 95% 756,088 99%
Budget to Actuals - Countywide Summary
=r; All Departments
FY23 YTD June 30, 2023 (unaudited)
255 - Sheriff's Office
274 - Health Services
295 - CDD
325 - Road
355 - Adult P&P
465 - Road CIP
610 - Solid Waste
615 - Fair & Expo
616 - Annual County Fair
617 - Fair & Expo Capital
Reserve
618 - RV Park
619 - RV Park Reserve
670 - Risk Management
675 - Health Benefits
705 - 911
999 - Other
TOTAL REQUIREMENTS
54,162,360
58,872,642
9,978,889
15,024,128
7,079,915
29,722,691
9,709,991
2,504,877
1,468,131
568,000
552,188
100,000
6,427,292
29,424,393
14,563,007
86,872,890
51,382,461
51,718,597
8,963,943
13,771,124
6,392,578
8,106,117
8,792,122
2,626,480
1,352,783
7,670
95%
88%
90%
92%
90%
27%
91%
105%
92%
1%
466,135 84%
885 1%
4,982,451 78%
29,294,027 100%
10,896,900 75%
41,149,853 47%
60,415,533
70,979,127
11,233,304
16,188,996
7,575,910
28,387,166
11,754,672
3,098,054
1,972,030
870,000
594,181
100,000
5,887,806
31,769,217
17,709,497
108,784,843
57,010,514 94%
60,829,476 86%
9,250,859 82%
13,310,980 82%
6,570,928 87%
16,038,873 57%
10,311,468 88%
3,254,426 105%
2,041,776 104%
461,107 53%
489,585 82%
5,532 6%
2,890,281 49%
28,609,182 90%
13,123,775 74%
57,287,079 53%
398,573,088 284,666,484 71%
446,605,009 337,702,279 76%
100.0%
Year Complete
58,851,716 97%
63,481,445 89%
9,481,591 84%
15,572,519 96%
6,927,314 91%
22,913,621 81%
10,944,421 93%
3,275,145 106%
2,061,769 105%
870,000 100%
504,209 85%
6,000 6%
3,018,090 51%
31,293,967 99%
17,078,981 96%
97,607,097 90%
402,138,864 90%
`��TES`°GZ Budget to Actuals - Countywide Summary
,-� All Departments
FY23 YTD June 30, 2023 (unaudited)
TRANSFERS
001 - General Fund
030 - Juvenile
160/170 - TRT
220 - Justice Court
255 - Sheriffs Office
274 - Health Services
295 - CDD
325 - Road
355 - Adult P&P
465 - Road CIP
610 - Solid Waste
615 - Fair & Expo
616 - Annual County Fair
617 - Fair & Expo Capital
Reserve
618 - RV Park
619 - RV Park Reserve
670 - Risk Management
705 - 911
999 - Other
TOTAL TRANSFERS
100.0%
Year Complete
Fiscal Year 2022 1 Fiscal Year 2023
I
Budget
Actuals
OA
Budget
Actuals
% Projection
(21,952,604) (21,807,006) 99% (20,871,416) (20,849,145) 100% ;
6,223,387 6,223,387 100% ; 6,452,997 6,452,988 100% ;
(6,024,574) (5,916,413) 98% ; (6,021,446) (6,031,404) 100% ;
240,956 196,126 81% ; 263,217 263,208 100% ;
3,500,737 3,501,246 100% ; 3,448,587 3,449,098 100% ;
6,122,830 6,122,830 100% ; 8,007,942 6,902,640 86% ;
(270,622) (1,159,207) 428% ; (911,585) (884,997) 97% ;
(11,757,547) (11,757,547) 100% ; (12,330,136) (12,330,136) 100% ;
471,072 471,071 100% ; 267,532 267,516 100% ;
12,193,917 10,672,113 88% ; 14,230,313 9,778,721 69% ;
(6,029,323) (6,029,323) 100% ; (5,299,665) (3,453,956) 65% ;
962,736 918,804 95% ; 704,127 704,124 100% ;
(75,000) (75,000) 100% ; (156,706) (156,696) 100% ;
798,901 779,502 98% ; 1,149,827 1,149,804 100% ;
47,958 47,958 100% ; (81,566) (81,572) 100% ;
132,042 132,042 100% ; 261,750 261,564 100% ;
(3,500) (3,500) 100% ; (3,500) (3,492) 100% ;
- 0% ; (59,900) (59,900) 100% ;
; 15,418,726 17,682,916 115% ; 10,959,373 14,691,635 134%
91 0
9,745 70,000 7.18%
%
(19,678,572) 94%
6,452,997 100%
(6,031,444) 100%
263,217 100%
3,448,587 100%
6,106,609 76%
(830,050) 91%
(12,330,136) 100%
267,532 100%
14,131,212 99%
(3,453,962) 65%
704,126 100%
(156,706) 100%
1,149,827 100%
(81,566) 100% ;
261,566 100% ;
(3,500) 100% ;
(59,900) 100% ;
9,840,163 90% ;
1 0%
eTESQG2� Budget to Actuals - Countywide Summary
=�,,2 All Departments
FY23 YTD June 30, 2023 (unaudited)
100.0%
Year Complete
Fiscal Year 2022
1
Fiscal Year 2023
ENDING FUND BALANCE Budget
001 - General Fund
030 - Juvenile
160/170 - TRT
200 - American Rescue
Fund
220 - Justice Court
255 - Sheriffs Office
274 - Health Services
295 - CDD
325 - Road
355 - Adult P&P
465 - Road CIP
610 - Solid Waste
615 - Fair & Expo
616 - Annual County Fair
617 - Fair & Expo Capital
Reserve
618 - RV Park
619 - RV Park Reserve
670 - Risk Management
675 - Health Benefits
705-911
999 - Other
Actuals
%
Budget
Actuals
10,723, 375 13,847,827 129%
596,681 1,522,125 255%
8,433,816 9,475,532 112%
108,098 999%
55,646 0%
12,160,633 15,162,285 125%
6,011,534 13,942,649 232%
763,172 2,168,956 284%
2,231,806 7,806,356 350%
1,971,182 3,238,905 164%
5,316,460 27,223,832 512%
583,520 3,066,662 526%
604,256 995,519 165%
17,369 385,854 999%
1,341,108 1,809,440 135%
11,239,637 12,837,768
634,663 1,669,165
4,000,000 4,578,617
12,537,215
22,066 56,532
7,024, 650 11,945,627
6,045,519 18,762,717
1,627,134 1,489,844
2,262,898 6,992,622
1,925,640 3,181,660
12,334,484 21,341,263
556,359 3,200,831
315,960 650,615
225,358 547,098
1,587,183 2,737,630
13,294 166,536 999% ; 82,920 173,015
824,054 1,191,937 145% ; 1,340,766 1,469,557
5,045,296 8,944,938 177% ; 5,107,351 9,348,762
8,375,402 11,304,191 135% ; 3,815,139 7,352,730
9,307,082 12,708,705 137% ; 8,926,080 13,115,641
55,322,038 95,096,396 172% ; 56,596,539 115,128,055
TOTAL FUND BALANCE : 129,697,724 230,166,744 177% : 125,670,346 249,116,963
Projection
0/0
13,579,488 121%
1,529,802 241% ;
4,368,944 109%
12,513,118 999%
32,642 148% ;
10,103,917 144%
12,143,553 201% ;
1,312,379 81% ;
5,842,758 258%
2,835,179 147% ;
19,086,112 155% ;
2,567,876 462%
636,300 201%
545,656 242% ;
2,406,537 152% ;
159,307 192% ;
1,469,092 110% ;
9,318,895 182% ;
4,772,707 125% ;
9,664,529 108% ;
69,903,950 124% ;
184,792,742 147% ;
Vj( ES
Budget to Actuals Report
General Fund - Fund 001
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Property Taxes - Current
Property Taxes - Prior
Other General Revenues
Assessor
Clerk
BOPTA
District Attorney
Tax Office
Veterans
Property Management
TOTAL RESOURCES
REQUIREMENTS
Assessor
Clerk
BOPTA
District Attorney
Medical Examiner
Tax Office
Veterans
Property Management
Non -Departmental
TOTAL REQUIREMENTS
TRANSFERS
Transfers In
Transfers Out
TOTAL TRANSFERS
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
A
B
c
D
E
F
6
H
J
K
TOTAL FUND BALANCE
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget Actuals
Budget
Actuals
• Projection
32,410,716
460,000
2,689,926
987,411
2,741,215
14,588
448,201
341,004
259,107
152,000
32,791,880
337,612
2,880,344
886,514
2,225,591
13,216
258,776
321,554
182,018
150,000
101%
73%
107%
90%
81%
91%
58%
94%
70%
99%
34,467,173
301,000
3,591,874
964,246
2,298,566
14,588
1,183,942
221,483
214,836
215,000
34,606,785 100%
330,065 110%!
4,029,904 112% 9 ,
519,417 54%
1,283,257 56%
6,725 46%
1,045,245
90,645 41%
136,514 64%
70,058 33%
88%
40,504,168 40,047,506 99%
43,472,708
42,118,614 97%
Budget Actuals
Budget
Actuals
5,454,784
2,080,739
82,911
9,715,707
242,652
932,570
795,189
380,061
1,614,196
5,157,534
1,735,214
77,147
8,677,696
241,582
886,019
762,328
360,274
1,485,453
95%
83%
93%
89%
100%
95%
96%
95%
92%
5,910,478
2,432,710
92,177
10,979,839
438,702
905,262
809,390
508,359
2,260,456
5,281,086 89%
2,062,334 85%
80,668
10,330,370 94%
320,660 73%
816,137 90%
742,661 92%
409,820 81%
2,235,794
88%
99%
21,298,809 19,383,248 91%
24,337,373
22,279,529 92%
Budget Actuals
• Budget
Actuals
% $ Variance
34,606,786 100%
330,066 110%
B
4,029,905 112%
A
964,246 100% ,
1,378,819 60% 1
14,588 100%
9
1,183,942 100%
221,483 100%
214,836 100%
215,000 100%
139,613: A
29,066,
438,031 I e B
(919,747)'t C
D
t
E
43,159,671 99%
(313,037):
Projection % $ Variance
5,533,248
2,345,190
88,553
11,065,160
371,702
863,152
805,680
440,959
2,235,795
23,749,439
94%
96%
s
96% ,
101%
85%
95%
100%
87%
99%
7
98%
377,230: F
87,520. G
3,624:
(85,321); H
67,000.
42,110: G
3,710; G
67,400; G
24,661
8
587,934:
• Projection % $ Variance
260,000 260,000 100% , 260,000 260,436 100% : : 260,439 100% : 439: J
(22,212,604) (22,067,006) 99% , (21,131,416) (21,109,581) 100% . (19,939,011) 94% , 1,192,405, K
o a s
(21,952,604) (21,807,006) 99% ; (20,871,416) (20,849,145) 100% ; :(19,678,572) 94% ; 1,192,844;
Budget Actuals
• Budget
Actuals
• Projection % $ Variance
13,470,620 14,990,575 111% : 12,975,718 13,847,828 107%
19,205,359 20,664,258 19,135,335 19,839,085
o (21,952,604) (21,807,006) ; (20,871,416) (20,849,145)
; $ 10,723,375 $ 13,847,828 129% ; $ 11,239,637 $ 12,837,768 114% ;
13,847,828 107%
i B
c 19,410,233
(19,678,572)
872,110:
274,898'
1,192,844'
$ 13,579,488 121% ; $2,339,851:
Preliminary reports - Actuals are not final until year-end is complete.
Current year taxes received primarily in November, February and May; actual FY22-23 TAV is 5.50% over FY21-22 vs. 5.55% budgeted
PILT payment of $500,000 received in July 2022; includes -$585K for a State Grant that will be passed through to Neighborlmpact for domestic
well assistance
Recording fees expected to be lower than budget due to decreased loan origination volume from rising interest rates
Oregon Dept. of Veteran's Affairs grant reimbursed quarterly
Interfund land -sale management revenue recorded at year-end
Projected savings based on vacancy and other personnel cost reductions to date
Projected savings based on vacancy and other personnel cost reductions to date
Projected Personnel overage related to retirement vacation pay -out and payroll alignment accruals
Includes $100K loan to Alfalfa Fire District
Repayment to General Fund from Finance Reserves for ERP Implementation
Estimating Behavioral Health will return approximately $1.2M of County General Funds in FY23
v1ES
Budget to Actuals Report
Juvenile - Fund 030
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
OYA Basic & Diversion
ODE Juvenile Crime Prev
Gen Fund -Crime Prevention
Leases
Inmate/Prisoner Housing
DOC Unif Crime Fee/HB2712
Miscellaneous
OJD Court Fac/Sec SB 1065
Food Subsidy
Contract Payments
Interest on Investments
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
432,044
100,517
89,500
88,000
80,000
49,339
7,500
20,000
12,000
8,000
14,243
500,765
117,184
89,500
89,154
92,400
50,462
29,113
10,291
11,380
9,947
7,647
116%
117%
100%
101%
116%
102%
388%
51%
95%
124%
54%
525,049
123,000
89,500
86,000
55,000
49,339
42,500
15,000
10,000
8,000
6,815
407,250
74,385
89,500
90,228
127,050
37,847
51,809
13,074
12,342
4,322
29,441
901,143 1,007,843 112% ; 1,010,203 937,248
78%
s
60%
100%
105%
231%
77% a
122%
87%
123%
54%
432%
93%
Budget Actuals
Budget Actuals
Personnel Services 6,082,895 5,411,118 89% : 6,292,271 5,842,883
Materials and Services 1,363,409 1,249,983 92% , 1,527,992 1,371,686
Capital Outlay 50,051 13,226 26% ! 108,275 28,627
c s
TOTAL REQUIREMENTS ; 7,496,355 6,674,328 89% : 7,928,538 7,243,196 91% ;
TRANSFERS
93%
90%
26% ,
s
Projection
% $ Variance
525,049 100%
107,720
89,500
90,228 105% a
128,000 233% I ,
43,271 88%
51,810 122%
15,000 100%
12,343 123%
5,000 63%
29,442 432%
88% _
100% a
(15,280) A
4,228, B
B
73,000! C
(6,068); D
0
9,310; E
2,343! F
(3,000); G
22,627T H
1,097,363 109% ; 87,160;
Projection % $ Variance
6,026,726 96% ;
1,407,682 92%
108,275 100%
7,542,683 95%
265,545:1
120,310;s J
385,855:
Budget Actuals
Budget Actuals
Transfers In- General Funds 6,304,397
Transfers Out-Veh Reserve (81,010)
TOTAL TRANSFERS 6,223,387
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
A
B
C
D
E
F
G
H
J
TOTAL FUND BALANCE
6,304,397 100%
(81,010) 100%
6,223,387 100%
6,529,064
(76,067)
6,452,997
Projection % $ Variance
6,529,044 100%
es
(76,056) 100%
c i
6,452,988 100%
Budget Actuals
Budget Actuals
968,506
(6,595,212)
6,223,387
965,223 100% ;
(5,666,485)
6,223,387
1,100,001
(6,918,335)
6,452,997
6,529,064 100%
(76,067) 100%
6,452,997 100%
Projection % $ Variance
1,522,125 138%
s s
(6,305,949) ; ;
6,452,988
$ 596,681 $ 1,522,125 255%
$ 634,663 $ 1,669,165 263%
1,522,125 138%; 422,125:
(6,445,320) 473,015;
6,452,997
e
$ 1,529,802 241% ; $895,139:
Preliminary reports - Actuals are not final until year-end is complete.
Two year grant adjusted amount based on 2022 spending.
New lease payment for JBarJ.
Out of county utilization for last two months is higher than anticipated based on original projection. Can shift daily based on intake activity.
Department of Corrections expecting a reduction in final payment.
Expungement revenue higher than originally projected and received additional funding from JCP/ODE.
Reimbursement for meals through Oregon Department of Education higher than anticipated.
Fewer contracted community service projects.
Investment Income projected to come in higher than budget.
Projected savings based on vacancy and other personnel cost reductions to date
Savings based on current expense trends for materials and services.
'TES
Budget to Actuals Report
TRT - Fund 160/170
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Room Taxes
Interest on Investments
Miscellaneous
TOTAL RESOURCES
REQUIREMENTS
Grants & Contributions
COVA
Interfund Charges
Administrative
Software
TOTAL REQUIREMENTS
TRANSFERS
Transfer Out - RV Park
Transfer Out - Annual Fair
Transfer Out - Justice Court
Transfer Out - Health
Transfer Out - F&E Reserve
Transfer Out - F&E
Transfer Out - Sheriff
TOTAL TRANSFERS
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
12,519,987
58,448
12,977,205 104%
51,884 89% e
1
13,580,874
50,408
Projection
% $ Variance
12,652,871 93%
1 e
95,656 190%
1 1
161
12,652,872 93% :(928,002): A
95,657 190% . 45,249.
1 1
161 161.
12,578,435 13,029,089 104% : 13,631,282 12,748,688 94% ; , 12,748,691 94% : (882,591):
Budget Actuals
• Budget
Actuals
3,660,659
239,526
15,203
95,000
3,512,891 96%
239,526 100%
9,365 62%
64,758 68%
5,600,000
3,675,886
3,574,573
225,508
47,251
Projection % $ Variance
4,600,000 82%
1 !
3,215,451 87%
3,574,573 100% B
178,050 79% ; s
1
46,125 98% .
4,600,000 82%
3,413,271 93%
3,574,573 100%
188,739 84%
47,251 100%
1,000,000: B
262,615; C
D
36,769;
4,010,388 3,826,539 95% ; 13,123,218 11,614,199 89% ; : 11,823,834 90% ; 1,299,384:
Budget Actuals
Budget
Actuals
%
(20,000)
(75,000)
(240,956)
(444,417)
(498,901)
(1,093,513)
(3,651,787)
(6,024,574)
(20,000) 100%
(75,000) 100%
(196,126) 81%
(444,417) 100%
(479,502) 96%
(1,049,581) 96%
(3,651,787) 100%
(5,916,413) 98%
(20,000)
(75,000)
(263,217)
(418,417)
(501,683)
(1,091,342)
(3,651,787)
(6,021,446)
(19,992)
(75,000)
(263,208)
(418,416)
(501,672)
(1,101,336)
(3,651,780)
(6,031,404)
Projection % $ Variance
100%
100%
B I
100% .
100%
11
100%
101%
100%
100%
(20,000)
(75,000)
(263,217)
(418,417)
(501,683)
(1,101,340)
(3,651,787)
100%
100%
1
100%
100%
100%
101%
100%
1
E
(9,998); F
(6,031,444) 100% ; (9,998):
Budget Actuals
• Budget
Actuals
5,890,343
8,568,047
(6,024,574)
6,189,395 105%
9,202,550
(5,916,413)
9,513,382
508,064
1 (6,021,446)
Projection % $ Variance
9,475,532 100%
1,134,490
(6,031,404) ; o
$ 8,433,816 $ 9,475,532 112% ; $ 4,000,000
9,475,532 100%
924,857
(6,031,444) .
(37,850).
416,793;
(9,998);
$ 4,578,617 114% ; $ 4,368,944 109% ; $368,944:
Preliminary reports - Actuals are not final until year-end is complete.
A Room tax projection reflects actuals through June
g Includes contributions of $4M to Sunriver Service District and $600K to Deschutes Trail Coalition; $1 M budgeted for Mt. Bachelor will be paid in
FY24
C Payments to COVA based on a percent of TRT collections
D Includes -$3.5M for Interfund Payments to the General County Reserve Fund
E The balance of the 1 % F&E TRT is transferred to F&E reserves
F Transfer projected to be lower based on decreased Room Tax revenue
Budget to Actuals Report
ARPA — Fund 200
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Interest on Investments
Local Assistance & Tribal
Consistency
State & Local Coronavirus Fiscal
Recovery Funds
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
93,961
19, 000, 000 14,187,441 75%
105,186 293,106 279%
2,311,073
24,179,776
TOTAL RESOURCES 19,000,000 14,281,402 75%
REQUIREMENTS
Services to Disproportionately
Impacted Communities
Administrative
Infrastructure
Negative Economic Impacts
Public Health
TOTAL REQUIREMENTS
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
105,186 26,783,955 999%
Projection % $ Variance
293,106 279%
2,311,073
24,179,776
187,920: A
2,311,0731 B
24,179,776
26,783,955 999% 26,678,769:
Budget Actuals % Budget Actuals % Projection % $ Variance
20,650,098 5,242,251 25%
15,394,824 11,526,527 75%
5,281,005 143,079 3% 4,317,328 141,035 3%
2,050,000 527,275 26% 1,634,710 777,699 48%
6,285,840 5,488,685 87% 899,577 927,155 103%
3,733,057 2,786,152 75% 882,922 982,422 111%
1 9 1
38,000,000 14,187,441 37% : 23,129,361 14,354,838 62% ; ,
Budget Actuals
Budget Actuals
19,000,000 14,137 0%
(19,000,000) 93,961
23,024,175 108,098 0%
(23,024,175)
12,429,117
11,536,994 75%
3,857,830
145,125 3% 4,172,203 E
777,700 48% 857,010! F
927,156 103% ; (27,579); G
991,961 112% ; 1 1 (109,039); H
14,378,936 62% ; 8,750,425:
Projection % $ Variance
108,098 0% (22,916,077j
12,405,020 35,429,195i
o �
- $ 108,098 999% ; - $ 12,537,215 999% ; , $ 12,513,118 999% :$12,513,118:
Preliminary reports — Actuals are not final until year-end is complete.
A Investment Income projected to come in higher than budget
g A budget adjustment for additional Local Assistance & Tribal Consistency funds is forthcoming
c The revenue received in FY22, but unspent at 06.30.22, was recorded as Deferred Revenue and recognized in FY23
D Includes $6.77M in childcare/early education funding, $6.9M in housing support for unhoused persons and over $7.3M in affordable housing projects
E Administration holds the balance of the ARPA funds, as well as an approved Management Analyst for ARPA reporting and administration
F Consists of modernization of irrigation systems, Terrebonne wastewater system, and a regional broadband infrastructure needs and assessment
G Majority of funding is for food programs, $2.5 million in small business assistance and additional funding for Ronald McDonald House and an
Apprenticeship jobs program
H Approved ARPA funding consists of Isolation Motel Liability Insurance, COVID-19 testing done by Dr. Young, UV sanitizer for the jail to prevent
COVID-19 in congregate settings and various Health Services expenses such as temporary staffing costs to support the COVID-19 response
Budget to Actuals Report
Justice Court - Fund 220
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Court Fines & Fees
Interest on Investments
Miscellaneous
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
550,000
95
737
494,265 90%
45 48%
365 50%
525,000
517,489 99%
32 513 999%
B B
Projection
% $ Variance
525,000 100%
513 999%
481! A
TOTAL RESOURCES 550,832 494,676 90% 525,032 518,001 99% ; , 525,513 100% ; 481:
REQUIREMENTS
Budget Actuals
Budget Actuals
OA
Projection % $ Variance
Personnel Services 577,209 541,792 94% : 604,648 576,361 95% : : 594,553 98% = 10,095: B
Materials and Services 158,933 149,011 94% ! 161,535 148,316 92% e ° 161,535 100% : C
TOTAL REQUIREMENTS : 736,142 690,802 94% : 766,183 724,677 95% : : 756,088 99% : 10,095:
TRANSFERS
Transfers In - TRT
TOTAL TRANSFERS
Resources over Requirements
Net Transfers - In (Out)
TOTAL
Budget Actuals % Budget Actuals % Projection % $ Variance
240,956 196,126 81%
240,956 196,126 81%
263,217 263,208 100% : : 263,217 100%
e � o
263,217 263,208 100% ; ; 263,217 100%
(185,310) (196,126)
240,956 196,126
$ 55,646 - 0%
(241,151) (206,676)
263,217 263,208
$ 22,066 $ 56,532 256%
(230,575) 10,576i
263,217
$ 32,642 148% ; $10,576:
Preliminary reports - Actuals are not final until year-end is complete.
A Investment Income projected to come in higher than budget
g Projected overage related to payroll alignment accruals
c One time yearly software maintenance fee paid in July for entire fiscal year
uTES
Budget to Actuals Report
Sheriff's Office - Fund 255
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
LED #1 Property Tax Current
LED #2 Property Tax Current
Sheriffs Office Revenues
LED #1 Property Tax Prior
LED #2 Property Tax Prior
LED #1 Interest
LED #2 Interest
LED #2 Foreclosed Properties
LED #1 Foreclosed Properties
TOTAL RESOURCES
REQUIREMENTS
Digital Forensics
Concealed Handgun Licenses
Rickard Ranch
Sheriffs Services
Civil/Special Units
Automotive/Communications
Detective
Patrol
Records
Adult Jail
Court Security
Emergency Services
Special Services
Training
Other Law Enforcement
Non - Departmental
TOTAL REQUIREMENTS
TRANSFERS
Transfer In - TRT
Transfer In - General Fund
Transfers Out - Debt Service
TOTAL TRANSFERS
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
28,448,529
11,813,562
3,993,964
330,000
145,000
147,416
69,274
28,828,746 101%
11,962,302 101%
4,407,029 110%
288,862 88%
118,145 81%
96,152 65%
24,356 35%
15,070
36,317
30,282,049
13,400,541
5,307,630
330,000
145,000
89,119
22,716
30,451,623 101%
13,403,306 100%
5,740,594 108%
277,442 84% e
114,469 79%
283,971 319%
73,353 323%
44,947,745 45,776,980 102%
49,577,055 50,344,759 102%
Budget Actuals
Budget Actuals
4,002,499
1,154,204
3,576,342
3,029,130
14,015,461
1,025,023
21,033,697
444,617
789,912
1,775,588
1,626,207
1,389,684
299,998
4,208,992 105%
1,112,473 96%
3,738,777 105%
3,013,632 99%
13,440,565 96%
735,218 72%
18,807,184 89%
431,758 97%
543,303 69%
2,053,196 116%
1,786,439 110%
1,510,925 109%
- 0%
808,610
335,044
264,871
5,863,885
1,168,300
3,765,888
3,583,825
14,880,315
904,493
22,809,320
424,769
829,997
2,047,792
1,907,588
820,836
826,989
335,654
275,289
5,101,925
1,077,547
3,616,827
4,011,584
14,532,420
670,912
20,347,151
604,582
535,139
2,313,279
1,907, 586
853,630
102%
100%
104%
87%
92%
96%
112%
98%
74%
89%
142%
64%
113% o
100% ,
i
104%
i
0%
54,162,360 51,382,461 95%
60,415,533 57,010,514 94%
Budget Actuals
Budget Actuals
3,651,787
121,950
(273,000)
3,500,737
3,651,787 100%
121,950 100%
(272,491) 100%
3,501,246 100%
3,651,787
70,000
(273,200)
3,448, 587
Projection
% $ Variance
30,451,623 101% e
13,403,307 100%
I
5,740,595 108%
277,442 84%
114,469 79%
283,971 319%
73,353 323%
169,574: A
2,766; B
432,964; C
(52,558);
i
(30,531);
194,852, C
50,637: D
50,344,761 102% ; 767,705:
Projection % $ Variance
848,604
337,165
275,988
5,169,133
1,101,522
3,632,423
4,100,855
15,455,676
684,284
20,844,367
618,473
545,542
2,368,143
1,943,399
926,141
105%
101%
104%
88% e
94%
I
96%
114%
104%
76%
91%
1
146% i
66%
116%
102%
113%
100%
(39,994)
(2,121);
(11,117);
694,752;
I
66,778;
I
133,465;
(517,030)
(575,361);
220,209
1,964,953
(193,704);
284,455
(320,351);
(35,811)
I
(105,305);
58,851,716 97%
1,563,818:
Projection
% $ Variance
3,651,780 100% e
69,996 100%
(272,678) 100%
i
3,449,098 100%
Budget Actuals
Budget Actuals
17,874,511 17,266,520 97% : 14,414,541
(9,214,615) (5,605,481) ; (10,838,478)
3,500,737 3,501,246 ; 3,448,587
$ 12,160,633 $ 15,162,285 125% ; $ 7,024,650 $ 11,945,627 170%
15,162,285 105%
(6,665,756)
3,449,098
3,651,787 100%
70,000 100%
(273,200) 100%
3,448,587 100%
Projection
% $ Variance
15,162,285 105%
(8,506,955)
747,744:
2,331,523;
3,448,587
$ 10,103,917 144% ; $3,079,267:
Preliminary reports - Actuals are not final until year-end is complete.
A Current year taxes received primarily in November, February and May; actual FY22-23 TAV is 5.50% over FY21-22 vs. 5.55% budgeted
B Current year taxes received primarily in November, February and May; actual FY22-23 TAV is 4.79% over FY21-22 vs. 5.45% budgeted
c Investment Income projected to come in higher than budget
D Investment Income projected to come in higher than budget
Budget to Actuals Report
Health Services - Fund 274
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
State Grant
OHP Capitation
State Miscellaneous
OHP Fee for Service
Federal Grants
Local Grants
Environmental Health Fees
Other
State - Medicaid/Medicare
Patient Fees
Medicaid
State - Medicare
Vital Records
Liquor Revenue
Divorce Filing Fees
Interfund Contract- Gen Fund
State Shared- Family Planning
Interest on Investments
CCBHC Grant
TOTAL RESOURCES , 48,727,400 48,848,440 100% ; 57,787,985 58,746,905 102% ; 55,575,740 96% ; (2,212,245):
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
OA
Budget
Actuals
17,641,302 16,634,837 94% 0 22,223,536 23,154,252 104% ,
8,947,837 11,776,144 132% , 12,882,624 12,030,341 93%
4,129,465 3,518,729 85% a 8,901,719 7,000,596 79%
1
3,627,151 4,032,343 111% 3,232,620 4,954,746 153%
4,303,483 4,090,251 95% 2,615,634 1,997,745 76%
I
1,936,838 3,350,227 173% 2,332,031 2,289,905 98%
1,086,019 1,213,172 112% 1,238,499 1,323,280 107% e
i
884,036 866,362 98% 1,169,317 2,034,486 174% ,
843,050 777,348 92% 807,530 1,139,397 141%
468,415 538,392 115% 615,644 703,246 114%
1,014,100 750,524 74% 430,863 709,547 165%
172,200 194,470 113% = 337,614 223,177 66% ,
280,000 342,960 122% 300,000 335,790 112%,
157,000 199,100 127% 177,574 134,751 76%
I
173,030 178,331 103% a 173,030 63,178 37%
127,000 127,000 100% 127,000 127,000 100%
152,634 118,228 77% 125,000 134,688 108% 1
156,549 101,438 65% 97,750 390,781 400%
I
2,627,291 38,587 1% ,
Projection
% $ Variance
18,839,403 85% (3,384,133):
12,088,181 94% (794,443);
7,739,241 87% (1,162,478)
1 I
5,229,014 162% , 1,996,394;
2,409,154 92% (206,480);
1
1,705,858 73% I (626,173);
1,336,937 108% , 98,438,
I
1,973,976 169% i = 804,659:
1,234,325 153% : 426,795
755,466 123% ; 139,822.
768,716 178% ; 337,853
241,776 72% (95,838)
346,472 115% 46,472
177,574 100% o ,
I
63,178 37% _ (109,852);
127,000 100% a
1
148,688 119% 23,688;
390,781 400% 293,031
REQUIREMENTS
Budget Actuals
Budget Actuals
Administration Allocation
Personnel Services
Materials and Services
Capital Outlay
TOTAL REQUIREMENTS
TRANSFERS
43,994,358 39,393,426 90%
14,721,284 12,243,043 83%
157,000 82,128 52%
58,872,642 51,718,597 88%
50,658,752 46,935,239
19,393,800 13, 488, 657
926,575 405,580
70,979,127 60,829,476
0%
93%
70%
44%
86%
Projection % $ Variance
I P
- 0%
48,248,254 95%
14,556,970 75%
676,221 73%
63,481,445 89%
2,410,498,
4,836,831
250,354
9
7,497,683:
Budget Actuals % Budget Actuals
Projection % $ Variance
Transfers In- General Fund 5,909,168 5,909,168 100% : 6,608,245 6,608,136 100% : ; 5,435,840 82% : (1,172,405):
Transfers In- OHP Mental Health ! 1 1,473,586 368,382 25% ; ' 744,658 51% ' (728,928);
Transfers In - TRT 444,417 444,417 100% = 418,417 418,416 100% . ' 418,417 100%
Transfers Out 1 (230,755) (230,755) 100% ! (492,306) (492,294) 100% ! : (492,306) 100%
7 I
; , 1
TOTAL TRANSFERS 6,122,830 6,122,830 100% : 8,007,942 6,902,640 86% : : 6,106,609 76% : (1,901,333):
FUND BALANCE
Budget Actuals
Budget Actuals % Projection % $ Variance
Beginning Fund Balance 10,033,946 10,689,975 107% : 11,228,719 13,942,649 124% o : 13,942,649 124% : 2,713,929:
Resources over Requirements ; (10,145,242) (2,870,157) ; (13,191,142) (2,082,571) ; ; (7,905,705) ; 5,285,438;
Net Transfers - In (Out) 6,122,830 6,122,830 8,007,942 6,902,640 1 1 6,106,609 ; (1,901,333);
1 I I I 1
TOTAL FUND BALANCE
$ 6,011,534 $ 13,942,649 232% ; $ 6,045,519 $ 18,762,717 310% e ; $ 12,143,553 201% ; $6,098,034:
Budget to Actuals Report
Health Services - Admin - Fund 274
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Federal Grants
State Grant
OHP Capitation
Other
Interest on Investments
CCBHC Grant
Patient Fees
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
%
1,438,843
769,319
9,200
156,549
486,804
1,183,981 82%
493,270 64%
436,443
12,146 132%
101,438 65%
6,938 1%
1,124
454,405
379,180
367,074
160,495
97,750
563,115 124% t
452,399 119%
367,074 100%
159,374 99%
390,781 400%
6
2,860,715 2,235,340 78% : 1,458,904 1,932,742 132%
Projection
% $ Variance
594,451
148,085
367,074
40,647
390,781
131% = 140,046: A
1 I
39% (231,095); B
I
100%
I I
25% (119,848);
i
400% 293,031;
1
i 1
1,541,038 106% ; 82,134:
Budget Actuals
Budget Actuals
Personnel Services 6,904,224
Materials and Services 6,580,649
Capital Outlay -
Administration Allocation . (10,188,902)
TOTAL REQUIREMENTS ; 3,295,971
TRANSFERS
5,832,219 84% : 6,738,820
6,134,705 93% f 6,998,683
1 12,000
(10,188,901) 100% (11,228,846)
1,778,023 54% ; 2,520,656
5,930,028 88%
95%
0%
(8,296,441) 74%
4,306,080 171%
6,672,493
Projection % $ Variance
6,099,389 91%
6,792,403 97%
- 0%
(11,228,846) 100%
I
1,662,946 66%
639,431: C
206,280
12,000;
857,711:
Budget Actuals
Budget Actuals
Transfers In- OHP Mental Health
Transfers Out (219,794)
TOTAL TRANSFERS ; (219,794)
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
(219,794) 100%
(219,794) 100%
80,771
(230,635)
(149,864)
Projection % $ Variance
20,190 25%
(230,628) 100% 1 :
1
(210,438) 140%
80,771 100%
(230,635) 100%
(149,864) 100%
Budget Actuals
Budget Actuals
3,552,000
(435,256)
(219,794)
•
3,769,942 106%
457,317
0
(219,794)
I
3,884,332
(1,061,752)
(149,864)
Projection % $ Variance
4,007,465 103% :
1 P
(2,373,338)
(210,438)
$ 2,896,950 $ 4,007,465 138%
$ 2,672,716 $ 1,423,689 53%
4,007,465 103% : 123,133:
F 1
(121,908) 939,845;
(149,864)
1 I
$ 3,735,694 140% ; $1,062,978:
Preliminary reports - Actuals are not final until year-end is complete.
A Projection includes unbudgeted FEMA carryforward from FY22 for vaccine clinics and outreach.
g Projected revenue is less than actuals received because the projection excludes unearned revenue.
c Personnel projections based on year to date vacancy savings
D Transfers In from OHP Mental Health Reserves will occur at end of year. No funds are currently projected to be transferred to Admin Services.
D
Budget to Actuals Report
Health Services - Behavioral Health - Fund 274
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
State Grant
OHP Capitation
State Miscellaneous
OHP Fee for Service
Federal Grants
Local Grants
Other
Patient Fees
Medicaid
State - Medicare
Liquor Revenue
Divorce Filing Fees
Interfund Contract- Gen Fund
CCBHC Grant
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
11,907,014
8,947,837
1,934,643
3,627,151
2,725,623
1,093,055
682,180
372,115
1,014,100
172,200
157,000
173,030
127,000
2,140,487
12,160,202
11,339,701
1,712,171
4,009,351
2,781,433
1,378,335
668,038
431,526
750,524
194,470
199,100
178,331
127,000
31,649
102%
127%
89%
111%
102%
126%
98%
116%
74%
113%
127%
103%
100%
1%
15,718,843
12,515,550
8,027,373
3,214,360
2,017,169
1,475,139
719,670
519,344
430,863
337,614
177,574
173,030
127,000
16,509,713 105%
11,663,267
6,540,679 81%
4,924,869 153% I ,
1,326,496 66% !I
1,301,799 88%
730,675 102%
568,341 109%
709,547 165% I
223,177 66%
134,751 76%
63,178 37% ,
127,000 100% 1
93%
Projection
$ Variance
12,885,625 82% ! (2,833,218): A
11,721,107 94%
7,080,951 88%
5,197,891 162%
1,642,227 81%
912,148 62%
722,688 100%
610,927 118% 1
768,716 178%
241,776 72%
177,574 100% 1
63,178 37%
127,000 100% 1 ,
(794,443); B
I
(946,422);
I
1,983,531; B
9
(374,942);
(562,991); C
3,018,
I
91,583:
337,853!
(95,838);
(109,852)< D
1
35,073,435 35,961,830 103% ; 45,453,529 44,823,491 99% ; : 42,151,808 93% : (3,301,721):
Budget Actuals
Budget Actuals
Administration Allocation 7,523,855
Personnel Services 26,606,065
I
Materials and Services 4,882,963
Capital Outlay I 80,000
7,523,855 100%
24,513,386 92%
3,690,305 76%
54,752 68%
8,265,132
32,453,031
9,948,652
497,443
6,121,080 74%
30,491,448 94% I ,
5,005,059 50% f
216,305 43%
TOTAL REQUIREMENTS ; 39,092,883 35,782,298 92% ;
51,164,258 41,833,892 82% ;
Projection
% $ Variance
8,265,132 100%
31,349,868 97%
5,781,886 58%
476,005 96%
1,103,163, E
4,166,766!
21,438.
45,872,891 90% ;
5,291,367;
TRANSFERS Budget
Actuals
Budget Actuals
Transfers In- General Fund 2,278,087
Transfers In- OHP Mental Health
Transfers Out (10,961)
TOTAL TRANSFERS 2,267,126
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
2,278,087 100%
(10,961) 100%
I
2,267,126 100% ;
2,231,439
1,392,815
(152,921)
3,471,333
Projection % $ Variance
2,231,388 100%
348,192 25%
1 �
(152,916) 100%
1 f
2,426,664 70% ;
1,227,695 55% _ (1,003,744); F
663,887 48% ; (728,928) G
(152,921) 100% f
1
1,738,661 50% : (1,732,672):
Budget Actuals
Budget Actuals
3,612,014
(4,019,448)
2,267,126
3,870,664 107%
179,532
2,267,126
4,788,795
(5,710,729)
3,471,333
6,317,144 132%
2,989,598
2,426,664 1
$ 1,859,692
$ 6,317,322 340% ; $ 2,549,399 $ 11,733,406 460% ;
Projection % $ Variance
6,317,144 132% : 1, 528, 349:
f I
(3,721,083) ; 1,989,646;
1,738,661 ; (1,732,672);
I
$ 4,334,722 170% : $1,785,323;
Preliminary reports - Actuals are not final until year-end is complete.
A Increase of $1.1 M related to new funds for Aid & Assist ($431 K), a cost of living adjustment ($358K), and carryforward revenue from FY22 ($455k).
Projected revenue is less than actuals received because the projection excludes unearned revenue.
B A new System of Care wraparound payment was budgeted as part of OHP Capitation, but is coming in as OHP Fee for Service.
C Projected revenue is less than actuals received because the projection excludes unearned revenue.
D Mediation Program will no longer be managed within Health Services, so funds are transferred out of Health Services
E Personnel projections based on year to date vacancy savings
F Estimating Behavioral Health will return approximately $1M return of County General Funds in FY23.
G Transfers In from OHP Mental Health Reserves will occur at end of year. Fewer funds are currently projected to be transferred to Behavioral Health
than budgeted.
u1ES
Budget to Actuals Report
Health Services - Public Health - Fund 274
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
Projection
ok $ Variance
State Grant 4,964,969 3,981,365 80% : 6,125,513 6,192,140 101% : 5,805,693 95% : (319,820): A
Environmental Health Fees { 1,086,019 1,213,172 112% 1,238,499 1,323,280 107% : 1,336,937 108% 98,438.
State Miscellaneous { 2,194,822 1,806,557 82% 874,346 459,917 53% . 658,290 75% ; (216,056):
Local Grants { 843,783 1,971,892 234% 856,892 988,106 115% : 793,710 93% a (63,182); B
State - Medicaid/Medicare { 843,050 777,348 92% e 807,530 1,139,397 141% ° 1,234,325 153% ° 426,795. C
Vital Records { 280,000 342,960 122% : 300,000 335,790 112% ° 346,472 115% 46,472
Other { 192,656 186,177 97% 289,152 1,144,437 396% . 1,210,641 419% 921,489; D
Federal Grants { 139,017 124,837 90% 144,060 108,134 75% : 172,476 120% a 28,416;
State Shared- Family Planning 152,634 118,228 77% I 125,000 134,688 108% . 148,688 119% : 23,688.
Patient Fees { 96,300 105,742 110% 96,300 134,905 140% : 144,539 150% : 48,239:
OHP Fee for Service - 22,993 { 18,260 29,877 164% . 31,123 170% ; 12,863;
{ { { { {
TOTAL RESOURCES 10,793,250 10,651,270 99% : 10,875,552 11,990,672 110% : 11,882,894 109% ; 1,007,342:
REQUIREMENTS
Budget Actuals % Budget Actuals % Projection % $ Variance
Administration Allocation 2,665,047 2,665,046 100% : 2,963,714 2,175,361 73% : : 2,963,714 100%
Personnel Services { 10,484,069 9,047,822 86% ! 11,466,901 10,513,763 92% . 10,798,997 94% . 667,904; E
Materials and Services { 3,257,672 2,418,033 74% '• 2,446,466 1,811,105 74% i . 1,982,681 81% 1 463,785; F
Capital Outlay { 77,000 27,376 36% : 417,132 189,275 45% • 200,216 48% • 216,916
{ . i ! 9
TOTAL REQUIREMENTS : 16,483,788 14,158,277 86% : 17,294,213 14,689,503 85% : : 15,945,608 92% : 1,348,605:
TRANSFERS
Budget Actuals
Budget Actuals
Projection % $ Variance
Transfers In -General Fund 3,631,081 3,631,081 100% : 4,376,806 4,376,748 100% : : 4,208,145 96% : (168,661): G
Transfers In -TRT 444,417 444,417 100% 0 418,417 418,416 100% . . 418,417 100%•
Transfers Out - (108,750) (108,750) 100% • • (108,750) 100% :
TOTAL TRANSFERS 4,075,498 4,075,498 100% : 4,686,473 4,686,414 100% : : 4,517,812 96% : (168,661):
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
Budget Actuals % Budget Actuals % Projection % $ Variance
2,869,932 3,049,370 106% : 2,555,592 3,618,039 142% : : 3,618,039 142% : 1,062,447:
(5,690,538) (3,507,006) (6,418,661) (2,698,831) (4,062,714) . 2,355,947;
4,075,498 4,075,498 4,686,473 4,686,414 4,517,812 . (168,661);
{ {{ {
$ 1,254,892 $ 3,617,861 288% ; $ 823,404 $ 5,605,622 681% ; ; $ 4,073,137 495% ; $3,249,733:
Preliminary reports - Actuals are not final until year-end is complete.
A Carryforward of unbudgeted funds are related to vacancies in COVID Team and Public Health Modernization; Includes additional funds for Problem
Gambling
g Carryforward from FY22 of appx. $40K for Living Well and Diabetes Prevention Programs, as well as reclassifying $60K from Jefferson County for
disease investigation. Projected revenue is less than actuals received because the projection excludes unearned revenue.
C Medicaid revenue trending more than budgeted for the Family Support Services - Nurse Home Visiting Programs
D Revenue over budget is related to receipt of additional Opioid Settlement funds for years 1-3 of two settlements. Currently the resources are not
obligated, and will fall to fund balance.
E Personnel projections based on year to date vacancy savings
F Increase in expenditures related to additional funds in Prevention Services, including Tobacco Prevention, Diabetes Prevention, and Alcohol and
Drug Prevention. Also includes an increase in MAC/TCM match amounts.
G Due to Health Officer vacancy, anticipate returning associated County General Fund ($168K).
Budget to Actuals Report
.�` Community Development - Fund 295
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Admin - Operations
Code Compliance
Building Safety
Electrical
Onsite Wastewater
Current Planning
Long Range Planning
TOTAL RESOURCES
REQUIREMENTS
Admin - Operations
Code Compliance
Building Safety
Electrical
Onsite Wastewater
Current Planning
Long Range Planning
TOTAL REQUIREMENTS
TRANSFERS
Transfers in - General Fund
Transfers In - CDD Electrical
Reserve
Transfers Out
Transfers Out - CDD Reserve
TOTAL TRANSFERS
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
138,716
842,906
3,819,940
914,750
1,056,678
1,980,521
826,806
153,688 111%
995,865 118%
4,325,818 113%
979,129 107%
983,462 93%
2,223,570 112%
880,902 107%
153,445
1,171,592
4,821,160
1,022,005
1,017,678
2,425,334
1,064,305
154,469 101
917,142
4,118,192 85%
769,054 75%
718,263 71%
1,966,872 81%
812,752 76%
78%
9,580,316 10,542,434 110% ; 11,675,519
9,456,744 81%
Projection
$ Variance
154,095 100% : 650:
� a
917,248 78% (254,344); A
4,119,285 85% _ (701,875);e A
769,455 75% (252,550); A
719,718 71% (297,960); A
�
1,967,434 81% (457,900); A
807,828 76% (256,477); A
9,455,063 81% ; (2,220,456):
Budget Actuals
Budget
Actuals
3,137,795
617,012
2,284,444
556,531
765,935
1,769,333
847,839
9,978,889
2,960,981 94%
618,343 100%
2,022,820 89%
553,223 99%
643,079 84%
1,589,882 90%
575,615 68%
8,963,943 90%
3,432,980
805,614
2,538,721
641,837
753,369
2,062,044
998,739
11,233,304
3,032,822
698,568
1,813,765
523,409
733,069
1,573,377
875,849
9,250,859
88%
87%
71%
82%
97%
76%
88%
82%
Budget Actuals
Budget
Actuals
290,000 170,661 59%
(99,360) (99,360) 100%
(461,262) (1,230,508) 267%
(270,622) (1,159,207) 428%
160,000
(112,619)
(958,966)
(911,585)
139,904 87%
93,505
Projection % $ Variance
3,093,189 90%
718,299 89%
1,864,634 73%
537,446 84%
754,753 100%
1,611,251 78%
902,019 90%
339,791: B
87,315; B
674,087; B
104,391 B
(1,385);
450,793, B
96,720!
9,481,591 84% ; 1,751,713:
Projection % $ Variance
(112,584) 100%
(1,005,822) 105%
7
(884,997) 97%
140,000 88%
115,064
(112,619) 100%
(972,494) 101%;
(830,050) 91%
(20,000); C
115,064: D
(13,528) E
81,535:
Budget Actuals
%
Budget
Actuals
1,432,367
(398,573)
(270,622)
1,749,673 122%
1,578,491
1
(1,159,207)
1
2,096,504
442,215
(911,585)
Projection % $ Variance
2,168,956 103%
205,885 ,
(884,997)
$ 763,172 $ 2,168,956 284%
$ 1,627,134
2,168,956 103% : 72,452:
(26,528) ; (468,743);
(830,050) 81,535.
$ 1,489,844 92% ; ; $ 1,312,379 81% ; ($314,755):
Preliminary reports - Actuals are not final until year-end is complete.
A YTD revenue collection is lower than anticipated due to application volume decrease
g Projections reflect unfilled positions
c $40K to Current Planning will be transferred as needed
D Transfer in from reserves anticipated due to revenue collection less than anticipated
E Transfer out projection increased due to reduced expenditures related to unfilled FTE
Budget to Actuals Report
Road - Fund 325
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Motor Vehicle Revenue
Federal - PILT Payment
Other Inter -fund Services
Forest Receipts
Sale of Equip & Material
Cities-Bend/Red/Sis/La Pine
Miscellaneous
Interest on Investments
Mineral Lease Royalties
Federal Reimbursements
State Miscellaneous
Assessment Payments (P&I)
TOTAL RESOURCES
REQUIREMENTS
Personnel Services
Materials and Services
Capital Outlay
TOTAL REQUIREMENTS
TRANSFERS
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
%
17,485,000
2,096,751
1,221,632
627,207
449,150
560,000
67,340
59,109
60,000
3,460
19,740,504
2,195,918
1,254,413
792,420
341,833
155,269
68,747
55,083
148,267
16,052
113% : 19,483,147
105% . 2,200,000
103% 1,311,901
126% , 882,502
76% 426,000
28% 403,731
102% 77,610
93% 54,172
247% 50,000
464%
20,563,619 106%
2,239,616 102%
483,949
350,482
969,028
65,246
105,203
17,422
7,641
20,000
5,175
371
%
0%
82%
240%
84%
194%
35%
22,629,649 24,768,506 109% ; 24,889,063
Projection
$ Variance
20,563,619
2,239,616
1,300,901
467,192
1,094,274
84,410
105,203
50,000
7,641
20,000
6,200
106%
1
102%
991
%
0%
110%
271% ,
c
109% .
1
194%
100%
1,080,472: A
39,616; B
1
(11,000);
(882,502);
41,192,
690,544
1
6,800.
51,0311 C
7,641
20,000!
6,200! D
24,827,381 100% ; ; 25,939,057 104% ; 1,049,994:
Budget Actuals
Ok
Budget
Actuals
%
6,916,229
7,843,400
264,500
6,751,810 98%
6,877,560 88%
141,754 54%
7,802,271
8,246,700
140,025
15,024,128 13,771,124 92% ; 16,188,996
Projection % $ Variance
7,155,698 92%
1
6,054,877 73%
100,404 72%
9 1
7,395,588 95%
8,039,823 97%
1
137,109 98%
406,683: E
206,877
2,917!
13,310,980 82% ; , 15,572,519 96% ; 616,477:
Budget Actuals
Budget
Actuals
• Projection % $ Variance
Transfers Out : (11,757,547) (11,757,547) 100% (12,330,136) (12,330,136) 100% a m (12,330,136) 100% e
TOTAL TRANSFERS ; (11,757,547) (11,757,547) 100% ; (12,330,136) (12,330,136) 100% ; ; (12,330,136) 100%
FUND BALANCE
Budget Actuals
Budget
Actuals
• Projection % $ Variance
Beginning Fund Balance 6,383,832 8,566,521 134% : 5,892,967
1
Resources over Requirements . 7,605,521 10,997,382 8,700,067
Net Transfers - In (Out) , (11,757,547) (11,757,547) 1 (12,330,136)
TOTAL FUND BALANCE
$ 2,231,806 $ 7,806,356 350% ; $ 2,262,898
7,806,356
11,516,401
(12,330,136)
132%
1
7,806,356 132% : 1,913,390:
10,366, 538 1,666,470;
(12,330,136)
1 1
$ 6,992,622 309% ; ; $ 5,842,758 258% ; $3,579,860:
Preliminary reports - Actuals are not final until year-end is complete.
A Updated fall projection per AOC/CRP
g Actual payment higher than budget
c Investment Income projected to come in higher than budget
D Updated based on YTD actuals trending higher than budgeted
E Projected savings based on vacancy and other personnel cost reductions to date
Budget to Actuals Report
Adult P&P - Fund 355
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
DOC Grant in Aid SB 1145
CJC Justice Reinvestment
DOC Measure 57
State Miscellaneous
Interfund- Sheriff
Gen Fund/Crime Prevention
Oregon BOPPPS
Interest on Investments
Electronic Monitoring Fee
Miscellaneous
DOC-Family Sentence Alt
Probation Work Crew Fees
Probation Supervision Fees
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
4,202,885 4,734,453 113% : 4,734,453 4,734,453 100%
781,597 892,038 114% ° 892,038 943,172 106%
/
255,545 244,606 96% 244,606 271,606 111%
138,000 96,068 70% 123,453 130,326 106%
a
50,000 55,000 110% 50,000 50,000 100%
50,000 50,000 100% = 50,000 50,000 100%
I
24,281 20,318 84% 20,318 - 0%
45,193 19,125 42% 18,151 63,625 351%
1
2,500 280 11% 500 889 178%
I
500 3,904 781% 500 2,099 420%
i
118,250 58,958 50% - -
1
1,500 - 0% ,
1
170,000 3,606 2%
Projection
$ Variance
4,734,453 100%
943,172 106%
271,606 111% I .
140,000 113%
I
50,000 100%
50,000 100%
I
0% s
63,625 351%
1,000 200% I
2,200 440%
I
51,134! A
I
27,000! B
16,548; C
I
(20,318): D
45,474. E
I
500! G
1,700; F
I
5,840,250 6,178,356 106% : 6,134,018 6,246,168 102% ; : 6,256,056 102% ; 122,038:
Budget Actuals
Budget Actuals % Projection % $ Variance
Personnel Services 5,379,503 4,864,354 90% : 5,683,822 4,899,350 86% : = 5,060,828 89% : 622,994: H
Materials and Services I 1,700,412 1,528,224 90% 1,883,614 1,663,103 88% : = 1,858,011 99% : 25,603:1
Capital Outlay - 8,475 8,475 100% 8,475 100%
1 i I I I 7
TOTAL REQUIREMENTS : 7,079,915 6,392,578 90% : 7,575,910 6,570,928 87% : : 6,927,314 91% ; 648,596:
TRANSFERS
Budget Actuals % Budget Actuals % Projection % $ Variance
Transfers In- General Funds 662,046 662,045 100% : 536,369 536,352 100% : : 536,369 100%
1 1
Transfer to Vehicle Maint (190,974) (190,974) 100% _ (69,277) (69,276) 100% 1 : I : (69,277) 100%
Transfers Out - , (199,560) (199,560) 100% p ' (199,560) 100%
TOTAL TRANSFERS 471,072 471,071 100% : 267,532 267,516 100% : : 267,532 100% ;
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
A
B
C
D
E
G
H
TOTAL FUND BALANCE
Budget Actuals % Budget Actuals
Projection % $ Variance
2,739,775 2,982,055 109% : 3,100,000 3,238,905 104% : a 3,238,905 104%: 138,904:
(1,239,665) (214,221) • (1,441,892) (324,760) (671,258) 770,634
471,072 471,071 267,532 267,516 ' ' 267,532
1 1 1 1 1
$ 1,971,182 $ 3,238,905 164% ; $ 1,925,640 $ 3,181,660 165% ; ; $ 2,835,179 147% ; $909,539:
Preliminary reports - Actuals are not final until year-end is complete.
Received additional JRI funding for training, equity plan, and community engagement.
DOC has increased funds for M57. Deschutes County received an additional $27K for housing and curriculum training.
Close out of Adult Treatment Court. No longer accepting new clients.
Hearings officer agreement with board of supervision is payment in even year. Payment will come next year.
Investment Income projected to come in higher than budget
Hosted a training and Counties helped provide funding.
Received additional electronic monitoring restitution payments.
Projected savings based on vacancy and other personnel cost reductions to date
Adult Treatment Court Closure and based on other expense trends.
31ES
Road CIP - Fund 465
Budget to Actuals Report
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
State Miscellaneous
Interest on Investments
Miscellaneous
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
%
2,191,461
•
1,000,000 46% : 1,818,500
279,729 124,832 45%
Projection
% $ Variance
- 0%
ie
124,563 337,583 271%
40,000
267,106 15% _ (1,551,394); A
337,583 271% ! 213,020! B
40,000 40,000:
2,471,190 1,124,832 46% 0 1,943,063 377,583 19% ; , 644,689 33% ; (1,298,374):
Budget Actuals
Budget Actuals
Materials and Services
Capital Outlay
TOTAL REQUIREMENTS ;
TRANSFERS
Transfers In
TOTAL TRANSFERS
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
109,870
29,612,821
Projection % $ Variance
109,870 100% : 127,640 127,640 100% : 127,640 100% _
7,996,247 27% 28,259,526 15,911,233 56% 22,785,981 81% 5,473,545.
29,722,691 8,106,117 27% : 28,387,166 16,038,873 57% : : 22,913,621 81% ; 5,473,545:
Budget Actuals
Budget Actuals
Projection % $ Variance
12,193,917 10,672,113 88% : 14,230,313 9,778,721 69% : 0 14,131,212 99% ; (99,101);
t [ 9 1 f 6
12,193,917 10,672,113 88% ; 14,230,313 9,778,721 69% : , 14,131,212 99% ; (99,101);
Budget Actuals
Budget Actuals
20,374,044
I (27,251,501)
12,193,917
Projection % $ Variance
23,533,004 116% : 24,548,274 27,223,832 111% : : 27,223,832 111%
(6,981,285) (26,444,103) (15,661,290) ! ! (22,268,932)
10,672,113 14,230,313 9,778,721 ! 14,131,212
[ I [ 1
2,675,558:
4,175,171;
(99,101)
$ 5,316,460 $ 27,223,832 512% : $ 12,334,484 $ 21,341,263 173% : ; $ 19,086,112 155% ; $6,751,628:
Preliminary reports — Actuals are not final until year-end is complete.
A $1M was budgeted in FY23, but received in FY22 Investment
B Income projected to come in higher than budget
Budget to Actuals Report
Road CIP (Fund 465) - Capital Outlay Summary by Project 100.0%
FY23 YTD June 30, 2023 (unaudited) Year Completed
Terrebonne Refinement Plan
US 20 at Tumalo
Tumalo Road / Tumalo Place
Old Bend Rdm/Tumalo Rd Inter
NE Negus and 17TH
Hunnel Rd: Loco Rd to Tumalo Rd
Transportation System Plan Update
Gribbling Rd Bridge
Terrebonne Wastewater Feasibility St.
Rickard Rd: Groff Rd to US 20
Paving Powell Butte Hwy
Smith Rock Way Bridge Replace
Deschutes Mkt Rd/Hamehook Round
Paving Cottonwood: Us 97 To BSNF RR
Paving Desch Mkt Rd: Yeoman Hamehoo
Paving Alfalfa Mkt Rd: Mp 4 Dodds
Paving Of Hamby Rd: Us 20 To Butler
Powell Butte Hwy/Butler Market RB
Wilcox Ave Bridge #2171-03 Replacement
US 20: Tumalo Multi -Use Path Crossing
Highway Warning Systems 2021
Tumalo Wastewater Feasibility Study
Paving Tumalo Rd/Deschutes Mkt Rd
Slurry Seal 2022
Paving of Rosland Rd: US 20 to Draf
Intersection Safety Improvements
Hamehook Rd Bridge #16181 Rehabilitation
NW Lower Bridge Way: 43rd St to Holmes Rd
Northwest Way: NW Coyner Ave to NW Altmeter Wy
Slurry Seal 2023
Terrebonne Wastewater System Phase 1
Tumalo Reservoir Rd: OB Riley to Sisemore Rd
Local Road Pavement Preservation
Paving Butler Market - Hamehook to Powell Butte
Old Bend Rdm Hwy - US 20 to Tumalo
FY 22 Guardrail Improvements
FY 23 Guardrail Improvements
Redmond District Local Roads
Bend District Local Roads
Sidewalk Ramp Improvements
Signage Improvements
TOTAL CAPITAL OUTLAY
Fiscal Year 2023
Actuals
oA
Projection
$ Variance
$ 2,200,000 30%
6,700,000 100%
2,289,081 54%
44,603
133,876 16%
118,301 12%
773,379 47%
0%
1,788,826 149%
999,285 300%
212,299 27°/
0%
32,693 13°/
337,183
1,500 0%
0%
227 0%
155 0%
0%
0%
0%
0%
0%
0%
182,670 365%
97,156
$ 2,200,000 30%
6,700,000 100%
4,017,815 94%
77,100
267,106 33%
256,699 26%
2,305,294 139%
1,788,826 149%
999,286 300%
306,153 39%
0%
32,693 13%
337,183
393,000 103%
0%
40,000 41 °/
60,000 60%
815,000 100%
300,000 100%
0%
35,000 35%
0%
1,000,000
500,000
75,000 50%
182,670 365%
97,156
$ 5,119,310
247,401
(77,100)
551,394
728,301
(642,294)
443,000
(588,826)
(666,286)
478,847
160,000
213,308
(337,183)
(13,000)
150,000
56,500
40,000
1,000,000
65,000
200,000
75,000
(132,670)
(97,156)
15,911,233 56%
$ 22,785,981 81% $ 6,973,546
A Budgeted in FY 22 in project US 20: Cook Ave/OB Riley Rd (Tumalo)
B This project will be moved to FY 24
C These projects were re -named to Local Road Pavement Preservation
Budget to Actuals Report
Solid Waste - Fund 610
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Franchise Disposal Fees
Private Disposal Fees
Commercial Disp. Fee
Franchise 3% Fees
Yard Debris
Miscellaneous
Interest on Investments
Special Waste
Recyclables
Leases
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
7,124,000
2,827,000
2,686,000
290,000
300,000
55,000
41,599
15,000
12,000
1
6,891,500
3,191,189
3,075,123
337,878
268,060
88,470
27,916
37,718
12,980
1
97%
113%
114%
117%
89%
161%
67%
251%
108%
100%
7,210,000
3,337,000
3,234,000
305,000
290,000
70,000
30,498
15,000
12,000
1
7,006,324 97% ,
2,944,368 88%
3,026,283 94%
363,105 119%
305,516 105%
140,837 201%
43,342 142%
62,756 418%
7,060 59%
1 100%
s
TOTAL RESOURCES 13,350,600 13,930,834 104% ; 14,503,499 13,899,592 96%
REQUIREMENTS
Personnel Services
Materials and Services
Capital Outlay
Debt Service
Projection
% $ Variance
7,006,325
2,944,369
3,026,283
363,105
305,516
140,838
43,342
62,757
7,061
1
97%
88%
94%
119%
e
105%
8
201%
i
142% ,
418%
59%
100%
(203,675)i A
(392,631); A
(207,717); A
58,105. B
15,516: C
1
70,838. D
0
12,844: E
47,757: F
(4,939); G
13,899,597 96%
(603,902):
Budget Actuals
0/0
Budget Actuals
2,754,132
5,651,103
53,141
1,251,615
2,694,834 98%
5,192,786 92%
76,304 144%
828,197 66%
3,277,684
6,473,358
264,000
1,739,630
3,058,485 93%
5,340,362 82%
181,603 69%
1,731,017 100% o
TOTAL REQUIREMENTS ; 9,709,991 8,792,122 91%
TRANSFERS
Projection % $ Variance
3,135,687 96% : 141,997:
5,887,500 91% ! 585,858. H
181,604 69% . 82,396
1,739,630 100%
11,754,672 10,311,468 88% ; , 10,944,421 93% ; 810,251:
Budget Actuals
0/0
Budget Actuals
SW Capital & Equipment (6,029,323) (6,029,323) 100%
Reserve
(5,299,665) (3,453,956) 65%
TOTAL TRANSFERS ; (6,029,323) (6,029,323) 100%
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
A
B
c
D
E
F
G
H
J
TOTAL FUND BALANCE
(5,299,665) (3,453,956) 65%
Projection % $ Variance
(3,453,962) 65%
1,845,703
(3,453,962) 65%
1,845,703:
Budget Actuals
Budget Actuals
0/0
2,972,234
3,640,609
(6,029,323)
3,957,273 133%
5,138,712
a
(6,029,323) e
3,107,198
2,748,827
(5,299,665)
Projection % $ Variance
3,066,662 99% ; ,
3,588,124
I 8
(3,453,956) e a
$ 583,520 $ 3,066,662 526%
3,066,662 99% i
2,955,176
1
(3,453,962)
(40,535):
206,349;
0
1,845,703;
$ 556,359 $ 3,200,831 575% ; ; $ 2,567,876 462% ; $2,011,517:
J
Preliminary reports - Actuals are not final until year-end is complete.
With the completion of some large disposal projects such as the Stevens Ranch Section 11 and decrease in general private usage, YTD total
disposal volumes have tapered and are -1.4% less than the prior year end.
Annual fees due April 15, 2023; received year-to-date monthly installments from Republic and the annual payment from Cascade Disposal
Revenue is seasonal with higher utilization in summer months; there is a 14% increase when comparing this fiscal YTD to the abnormally low
volumes of last year-to-date
Proceeds from cell 9 rock excavation have positively impacted miscellaneous revenue
Investment Income projected to come in higher than budget
Revenue source is unpredictable and dependent on special clean-up projects of contaminated soil and asbestos (i.e. gas station remediation)
Recycling material values have dropped
Projecting to spend less than anticipated due to the timing of services (waste characterization study, mulch grinding, etc.), adding Site Attendants
versus using temporary labor, environmental and general repair and maintenance costs.
Supplier delays and project postponements for the pick-up and Negus kiosks move costs to early next fiscal year; Negus push box included in the
purchase of the loader in Fund 614
Projection reflects a reduction to the Fund 613 Capital Projects contribution in FY23 to offset reduced revenues and ensure adequate coverage for
FY24 requirements.
Budget to Actuals Report
Fair & Expo - Fund 615
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Events Revenue
Food & Beverage
Rights & Signage
Storage
Horse Stall Rental
Camping Fee
Interest on Investments
Miscellaneous
Interfund Payment
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
578,000
513,500
105,000
77,500
71,500
19,500
474
250
30,000
786,724 136%
792,639 154% !
38,192 36% d
46,525 60%
66,636 93%
11,675 60%
5,301 999%
2,032 813%
30,000 100% !
745,759
745,000
105,000
65,000
49,000
20,000
5,221
3,554
938,737
1,047,575
97,159
45,551
53,880
3,475
15,485
3,536
126% e
141%
P
93%
70%
110%
17%
297% ;
99% 1,1
1,395,724 1,779,723 128% ; 1,738,534
Projection
% $ Variance
938,738 126% ;
1,047,576 141%
100,000 95%
46,000 71%
56,000 114%
4,000 20%
15,485 297%
4,000 113% ;
192,979:
a
302,576;
a
(5,000);
(19,000);
7,000;
a
(16,000);
10,264, A
a
446!
2,205,398 127% ; ; 2,211,799 127% ; 473,265:
Budget Actuals % Budget
Actuals
Personnel Services
Personnel Services F&B
Materials and Services
Materials and Services - F&B
Debt Service
TOTAL REQUIREMENTS
TRANSFERS
Transfers In - Room Tax
Transfers In - Park Fund
Transfers In - County Fair
Transfers Out
TOTAL TRANSFERS
FUND BALANCE
1,118,980
181,593
818,804
282,500
103,000
1,129,821 101%
200,062 110% !
848,922 104%
345,876 122%
101,799 99%
1,256,902
170,247
965,684
603,950
101,270
2,504,877 2,626,480 105% ; 3,098,054
1,273,921 101
84,521 50%
1,150,697 119%
644,020 107%
101,267 100% ;
Projection % $ Variance
1,275,482 101%
92,393 54%
1,151,000 119%
655,000 108% ;
101,270 100%
(18,580): B
77,855, C
(185,316);
a
(51,050);
3,254,426 105% ; ; 3,275,145 106% ; (177,091);
Budget Actuals % Budget
Actuals
1,093,513
30,000
150,000
(310,777)
962,736
1,049,581 96% : 1,101,342
30,000 100% ! 30,000
150,000 100%
(310,777) 100% ; (427,215)
918,804 95% ; 704,127
1,101,336 100%
30,000 100% ;
(427,212) 100%
e
704,124 100%
Projection % $ Variance
1,101,341 100%
30,000 100%
(427,215) 100%
704,126 100%
Budget Actuals % Budget
Actuals
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
750,673
(1,109,153) (846,757)
962,736
923,473 123%
918,804
971,352
(1,359,520)
704,127
Projection % $ Variance
995,519 102%
as
(1,049,028) ;
704,124
$ 604,256 $ 995,519 165% ; $ 315,960
$ 650,615 206%
Preliminary reports - Actuals are not final until year-end is complete.
A Investment Income projected to come in higher than budget
g Projected overage related to payroll alignment accruals
c Projected savings based on vacancy and other personnel cost reductions to date
D Transfers expected to be higher than budget due to increased Room Tax revenue
995,519 102% : 24,167:
t a
) ,063,346 (296,174;
1
704,126 (1);
$ 636,300 201% ; $320,340:
Budget to Actuals Report
Annual County Fair - Fund 616
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Gate Receipts
Concessions and Catering
Carnival
Commercial Exhibitors
Fair Sponsorship
State Grant
Rodeo
R/V Camping/Horse Stall Rental
Livestock Entry Fees
Merchandise Sales
Interest on Investments
TOTAL RESOURCES
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
550,000
385,000
330,000
110,000
83,500
52,000
20,000
25,500
4,500
738,029
526,737
415,716
86,200
51,035
53,167
24,050
19,815
5,239
2,683
134%
137%
i
126%
78%
61%
102%
120%
78%
0%
710,000
625,000
385,000
80,000
61,000
53,167
24,000
20,000
5,000
3,500
2,713
782,364
815,458
433,682
117,100
99,655
53,167
22,430
17,520
1,925
3,245
13,169
110%
130% ,
113%
146%
163%
100%
93%
88%
39%
93%
485%
1,560,500
1,922,671 123%
1,969,380 2,359,715 120%
Projection
$ Variance
782,424
815,461
433,682
117,100
109,370
53,167
30,970
17,520
2,169
3,245
13,170
110%
130% ,
113%
146%
179%
100%
129%
88%
43%
93%
485%
72,424:
190,461,
48,682:
37,100!
48,370:
6,970,
(2,480)
(2,831);
(255);
10,457; A
2,378,277 121% ; 408,897:
REQUIREMENTS Budget
Actuals
Budget Actuals
Personnel Services
Materials and Services
TOTAL REQUIREMENTS
155,959
1,312,172
1,468,131
36,681 24%
1,316,102 100%
1,352,783 92%
Projection % $ Variance
169,445 180,403 106%
1,802,585 1,861,373 103%
i 1
1,972,030 2,041,776 104%
TRANSFERS Budget
Transfer In - TRT 1%
Transfer Out - Fair & Expo
Transfers Out
TOTAL TRANSFERS
Actuals
Budget Actuals
75,000
(150,000)
(75,000)
75,000 100%
(150,000) 100%
(75,000) 100%
75,000
(231,706)
75,000 100%
i
(231,696) 100%
(156,706) (156,696) 100%
184,184 109%
i
1,877,585 104%
i
2,061,769 105%
(14,739):
i
(75,000);
(89,739):
Projection
% $ Variance
75,000 100%
(231,706) 100%
!
(156,706) 100% ;
FUND BALANCE Budget
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
Actuals
Budget Actuals
92,369
(75,000)
(109,033) 999%
569,888
(75,000)
384,715
(2,650)
(156,706)
385,854 100%
317,939 1
(156,696)
$ 17,369 $ 385,854 999% ; $ 225,358
$ 547,098 243%
Projection % $ Variance
385,854 100% : 1,139:
316,508 319,158
i 1
(156,706)
, $ 545,656 242% ; $320,298:
Preliminary reports - Actuals are not final until year-end is complete.
A Investment Income projected to come in higher than budget
Budget to Actuals Report
Annual County Fair - Fund 616
RESOURCES
Gate Receipts
Carnival
Commercial Exhibitors
Livestock Entry Fees
RN Camping/Horse Stall Rental
Merchandise Sales
Concessions and Catering
Fair Sponsorship
TOTAL FAIR REVENUES
OTHER RESOURCES
State Grant
Interest
Miscellaneous
TOTAL RESOURCES
REQUIREMENTS
Personnel
Materials & Services
TOTAL REQUIREMENTS
TRANSFERS
Transfer In - TRT 1%
Transfer Out - F&E Reserve
Transfer Out - Fair & Expo
TOTAL TRANSFERS
Net Fair
Beginning Fund Balance on Jan 1
Ending Balance
Fair 2022
Fair 2023
Actuals to
Date
2023
Projection
$ 782,364
433,682
436,292
1,925
17,392
3,245
497,366
126,300
$ 2,298,566
53,167
5,794
$ 2,357,526
102,763
1,722,703
$ 1,825,466
68,750
(96,540)
3,385
2,083
$ 778,385
432,083
433,200
2,000
17,250
2,500
475,000
(6,345) 58,480
(877) $ 2,198,898
53,167
7,136 13,136
6,259 $ 2,265,201
86,555 158,363
442,314 2,255,921
528,869 $ 2,414,284
37,500
(115,848)
75,000
(231,696)
$ (27,790) $ (78,348) $ (156,696)
$ 504,270 $ (600,959) $ (305,779)
$ 448,151 $ 952,421 $ 952,421
$ 952,421 $ 351,463 $ 646,642
\j,Es`�2 Budget to Actuals Report
Fair & Expo Capital Reserve - Fund 617
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Interest on Investments
Local Government Payments
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
8,544 8,012 94%
Projection
% $ Variance
7,414 39,492 533% : 39,493 533% = 32,079: A
i I 1 1
200,000 277,777 e 277,777, B
8,544 8,012 94% ; 7,414 239,492 999% ; ; 317,270 999% ; 309,856:
Budget Actuals % Budget Actuals
Materials and Services
Capital Outlay
TOTAL REQUIREMENTS
TRANSFERS
180,000
388,000
8,564 5% : 495,000
(894) 0% I , 375,000
568,000 7,670 1% ; 870,000
Projection % $ Variance
129,640 26% 220,000 44% : 275,000:
1 1 1 1
331,467 88% 650,000 173% a ; (275,000); C
1 i 1
461,107 53% ; ; 870,000 100% ;
Budget Actuals % Budget Actuals % Projection % $ Variance
Transfers In -TRT 1% 498,901 479,502 96% : 501,683 501,672 100% : ; 501,683 100%
Transfers In - Fair& Expo 300,000 300,000 100% ; 416,437 416,436 100% 416,437 100%
Transfers In -Annual County Fair; - - 231,706 231,696 100% 231,706 100%
TOTAL TRANSFERS 798,901 779,502 98% ; 1,149,827 1,149,804 100% ; ; 1,149,827 100%
FUND BALANCE
Budget Actuals % Budget Actuals % Projection % $ Variance
Beginning Fund Balance 1,101,663 1,029,596 93% : 1,299,942 1,809,440 139% : = 1,809,440 139% = 509,498:
Resources over Requirements (559,456) 342 a (862,586) (221,615) (552,730) 309,856;
Net Transfers - In (Out) 798,901 779,502 1,149,827 1,149,804 1,149,827
1 i I t
TOTAL FUND BALANCE
$ 1,341,108
$ 1,809,440 135% ; $ 1,587,183 $ 2,737,630 172% ; ; $ 2,406,537 152% ; $819,354:
Preliminary reports - Actuals are not final until year-end is complete.
A Investment Income projected to come in higher than budget
B Awarded a grant for 278k which will help offset the budgeted HVAC replacement expenses
c Capital Outlay appropriations are a placeholder should viable projects be recommended and approved for construction
D Transfers expected to be lower than budget due to decreased Room Tax revenue
D
\NIEs o% Budget to Actuals Report
RV Park - Fund 618
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
Projection % $ Variance
RV Park Fees < 31 Days 495,000 551,683 111% : 605,000 546,626 90% = 546,627 90% _ (58,373): A
Cancellation Fees 15,725 14,000 8,533 61% 8,533 61% a (5,467);
RV Park Fees > 30 Days 10,500 8,499 81% 13,000 10,249 79% 11,000 85% ' (2,000); B
Washer / Dryer 5,000 3,476 70% ! 4,200 5,560 132% a 5,600 133% ' 1,400,
Miscellaneous 2,500 3,731 149% : 3,750 2,412 64% 2,522 67% ° (1,228):
Vending Machines 2,500 1,021 41% ' 1,750 1,492 85% ! 1,500 86% (250);
Interest on Investments 2,024 578 29% 0 552 2,764 501% . 2,764 501% a 2,212; C
TOTAL RESOURCES 517,524 584,713 113% : 642,252 577,636 90% ; , 578,546 90% ; (63,706):
REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance
Personnel Services 19,456 1,643 8% : 111,153 79,498 72% : : 82,719 74% : 28,434: D
Materials and Services 1 310,805 242,863 78% = 259,755 186,815 72% : : 198,217 76% = 61,538
Debt Service 1 221,927 221,629 100% : 223,273 223,272 100% ° ; 223,273 100% 1
i s s l s
TOTAL REQUIREMENTS : 552,188 466,135 84% ; 594,181 489,585 82% ; , 504,209 85% ; 89,972:
TRANSFERS
Transfers In - Park Fund
Transfers In - TRT Fund
Transfer Out - RV Reserve
TOTAL TRANSFERS
FUND BALANCE
Budget Actuals % Budget Actuals % Projection % $ Variance
160,000 160,000 100% : 160,000 160,000 100% : : 160,000 100%
20,000 20,000 100%: 20,000 19,992 100% : : 20,000 100% : ,
(132,042) (132,042) 100% _ (261,566) (261,564) 100% : (261,566) 100%
f : I 8
47,958 47,958 100% ; (81,566) (81,572) 100% ; ; (81,566) 100% ; -:
Budget Actuals % Budget Actuals
0/0
Projection % $ Variance
Beginning Fund Balance - 116,415 166,536 143% : = 166,536 143% ; 50,121:
! 1 I I 1 1
Resources over Requirements (34,664) 118,578 48,071 88,051 . . 74,337 26,266;
1 0 1 1 ! I
Net Transfers - In (Out) 47,958 47,958 (81,566) (81,572) . , (81,566)
1 l i 1 1
$ 13,294 $ 166,536 999% ; $ 82,920 $ 173,015 209% ; ; $ 159,307 192% ; $76,387:
TOTAL FUND BALANCE
Preliminary reports - Actuals are not final until year-end is complete.
A Expecting less volume due to higher fuel prices and economic concerns
g Expecting less volume due to new RV park in Redmond offering stays longer than 45 days
c Investment Income projected to come in higher than budget
D Projected savings based on vacancy and other personnel cost reductions to date
Budget to Actuals Report
RV Park Reserve - Fund 619
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
Projection
% $ Variance
Interest on Investments 7,546 6,354 84% : 6,298 21,589 343%:: 21,589 343% : 15,291: A
! 8 0 a a 9
TOTAL RESOURCES 7,546 6,354 84% 6,298 21,589 343% ; ; 21,589 343% ; 15,291:
REQUIREMENTS
Budget Actuals
Budget Actuals % Projection % $ Variance
Capital Outlay
TOTAL REQUIREMENTS
TRANSFERS
Transfer In - RV Park Ops
TOTAL TRANSFERS
FUND BALANCE
100,000
885 1% : 100,000
5,532 6% : 6,000 6% : 94,000: B
100,000
885 1% ; 100,000
5,532 6% ; 6,000 6% ; 94,000:
Budget Actuals
Budget Actuals % Projection % $ Variance
132,042 132,042 100% : 261,750 261,564 100% : : 261,566 100% : (184):
a a s a a
132,042 132,042 100% ; 261,750 261,564 100% ; ; 261,566 100% ; (184);
Budget Actuals
Budget Actuals
Projection % $ Variance
Beginning Fund Balance 784,466 1,054,426 134% 0 1,172,718 1,191,937 102% a : 1,191,937 102% = 19,219:
Resources over Requirements (92,454) 5,469 (93,702) 16,056 . . 15,589 109,291
Net Transfers - In (Out) 132,042 132,042 ! 261,750 261,564 ' . 261,566 m (184)
! a ! e a
TOTAL FUND BALANCE
$ 824,054 $ 1,191,937 145% ; $ 1,340,766 $ 1,469,557 110% ; ; $ 1,469,092 110% ; $128,326:
Preliminary reports - Actuals are not final until year-end is complete.
A Investment Income projected to come in higher than budget Capital
B Outlay appropriations are a placeholder
7�uTES ��G� Budget to Actuals Report
Risk Management - Fund 670
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Workers' Compensation
General Liability
Unemployment
Property Damage
Vehicle
Interest on Investments
Claims Reimbursement
Skid Car Training
Process Fee- Events/ Parades
Miscellaneous
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
1,120,766
944,278
323,572
393,546
227,700
101,111
25,000
10,000
1,000
1,164,543 104% : 1,234,761
940,773 100% a 892,681
334,147 103% I : 430,179
409,593 104% i 419,566
227,700 100% t : 248,764
50,142 50% , 49,346
1,280,876 999% a 25,000
0% 1 a 10,000
1,485 149% a 1,000
180 180
1,226,486
892,681
344,950
419,566
248,764
148,514
6,476
8,899
1,260
99%
100%
80%
100%
100%
301%
26%
89% o
I
126%
0%
3,146,973 4,409,440 140% ; 3,311,477
3,297,596 100%
Projection
$ Variance
1,234,761 100%
892,681 100%
i
430,179 100%
419,567 100% ,
248,764 100%
148,515 301%
10,000 40%
8,900 89%
2,000 200%
1
180 100%
a
0
A
10
f
99,169 B
(15,000)!
(1,100); C
1,000;
1
i
3,395,547 103% ; 84,070:
Budget Actuals
Budget
Actuals
OA
General Liability 3,600,000 2,706,359 75% ' 3,000,000
Workers' Compensation 1,580,000 953,365 60% 1,580,000
Insurance Administration 547,047 491,393 90% 607,558
Property Damage 300,245 604,926 201% 300,248
Vehicle 200,000 137,356 69% 200,000
Unemployment 200,000 89,053 45% , 200,000
TOTAL REQUIREMENTS ; 6,427,292 4,982,451 78% 5,887,806
TRANSFERS
Transfers Out - Vehicle
Replacement
TOTAL TRANSFERS
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
494,896
1,485,319
591,016
99,913
194,089
25,047
Projection % $ Variance
16%
94%
97%
1
33%
97%
13%
500,000 17%
1,500,000 95%
i
658,090 108% ;
110,000 37%
200,000 100%
50,000 25%
2,500,000: D
80,000; E
(50,532)
190,248; F
I
E
150,000;
1
2,890,281 49% ; , 3,018,090 51% ; 2,869,716:
Budget Actuals
Budget
Actuals
(3,500) (3,500) 100%
(3,500) (3,492) 100%
(3,500) (3,500) 100%
(3,500) (3,492) 100%
Budget Actuals
Budget
Actuals
8,329,115
(3,280,319)
(3,500)
9,521,450 114%
(573,012)
(3,500)
7,687,180
(2,576,329)
(3,500)
Projection % $ Variance
(3,500) 100%
(3,500) 100%
Projection % $ Variance
8,944,938 116%
I I
407,316
i 6
(3,492)
I 1
$ 5,045,296
$ 8,944,938 177% ; $ 5,107,351
8,944,938 116% : 1,257,758:
1 1
377,457 2,953,786:
(3,500)
1
$ 9,348,762 183% ; $ 9,318,895 182% ; $4,211,544:
Preliminary reports - Actuals are not final until year-end is complete.
A Unemployment collected on first $25K of employee's salary in fiscal year
g Investment Income projected to come in higher than budget
c Skid Car training resuming; there will be revenue from public participation
D Claims are trending lower than budget
E Claims are trending higher than budget
F FY22 had abnormally high property damage; anticipating less in FY23
?��TESoGIA
Budget to Actuals Report
V
Health Benefits - Fund 675
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Internal Premium Charges
COIC Premiums
Employee Co -Pay
Retiree / COBRA Premiums
Prescription Rebates
Interest on Investments
Claims Reimbursement & Other
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2022 Fiscal Year 2023
Budget Actuals
Budget
Actuals
18,767,900 19,164,548 102% : 19,908,221 19,815,619 100% o
1,589,000 1,255,305 79% 1,547,778 1,797,727 116%.
1
1,200,000 1,238,034 103% 1,282,015 1,247,607 97% i
1,060,000 1,438,217 136% 595,000 982,424 165%
128,000 396,119 309% 175,000 528,990 302% ,
200,277 90,816 45% 95,686 176,071 184%
82,000 1,487,600 999% . 55,000 109,282 199% E
23,027,177 25,070,639 109% ; 23,658,700 24,657,721 104%
Projection
% $ Variance
19,908,221 100%
1,797,728 116% 249,950,
1,253,038 98% i (28,977)1
982,425 165% 387,425;
530,000 303% , 355,000; A
176,072 184% i 80,386. B
1
115,000 209% , 60,000!
24,762,484 105% ; 1,103,784:
Budget Actuals % Budget Actuals % Projection % $ Variance
Health Benefits 25,140,847 24,583,764 98% :26,597,563 23,920,016 90%
Deschutes On -Site Pharmacy 2,970,575 3,381,197 114% , 3,779,608 3,427,422 91%
Deschutes On -Site Clinic 1,141,829 1,190,855 104% , 1,212,497 1,112,295 92%
Wellness 171,142 138,211 81% , 179,549 149,449 83%
s �
oI
so
TOTAL REQUIREMENTS ; 29,424,393 29,294,027 100% : 31,769,217 28,609,182 90%
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
TOTAL FUND BALANCE
Budget Actuals
26,183,599 98% a 413,964 C
3,781,941 100% (2,333); C
1,178,590 97% ; 33,907; C
149,837 83% , 29,712; C
0
31,293,967 99% ; 475,250:
Budget Actuals % Projection % $ Variance
14,772,618 15,527,580 105%: 11,925,656 11,304,191 95% _ : 11,304,191 95% : (621,465):
(6,397,216) (4,223,389) , (8,110,517) (3,951,461) , , (6,531,483) 1,579,034;
i & t 1 1
$ 8,375,402 $ 11,304,191 135% ; $ 3,815,139 $ 7,352,730 193% ; $ 4,772,707 125% ; $957,568:
Preliminary reports — Actuals are not final until year-end is complete.
A Budget estimate is based on claims which are difficult to predict
g Investment Income projected to come in higher than budget
c Healthcare costs are increasing overall. The impacts of inflation, supply chain disruptions, historic labor shortages, and rebounds in care demand
are creating economic challenges for the entire healthcare sector. Invoices are paid in arrears.
FINANCE
Budget to Actuals Report
911 - Fund 705 and 710
FY23 YTD June 30, 2023 (unaudited)
RESOURCES
Property Taxes - Current Yr
Telephone User Tax
State Reimbursement
Police RMS User Fees
Contract Payments
User Fee
Data Network Reimbursement
Property Taxes - Prior Yr
Interest on Investments
Property Taxes - Jefferson Co.
Miscellaneous
TOTAL RESOURCES
REQUIREMENTS
Personnel Services
Materials and Services
Capital Outlay
TOTAL REQUIREMENTS
TRANSFERS
100.0%
Year Complete
Fiscal Year 2022
Fiscal Year 2023
Budget
Actuals
Budget
Actuals
• Projection
9,803,579 9,931,743 101%
1,106,750 1,815,283 164%
60,000 123,282 205%
236,576 237,221 100%
147,956 157,552 106%
233,576 140,986 60%
162,000 244,799 151%
115,000 92,601 81%
96,867 69,988 72%
38,344 37,525 98%
18,658 45,553 244%
10,402,834
1,668,000
810,000
237,221
153,292
140,445
120,874
80,000
67,515
39,497
25,000
10,492,810 101%
1,382,552 83% I
622,177
244,437 103%
161,644 105%
122,383 87%
158,228 131% e
90,291 113% e
237,842 352% a °
38,104 96%
40,144 161%
77%
a
% $ Variance
10,493,062 101%
1,668,000 100%
810,000 100%
244,437 103%
165,000 108% e
140,445 100%
165,985 137%
90,292 113%
I
237,844 352%
39,497 100%
40,144 161%
90,228: A
B
I
C
a
7,216 D
I
11,708:
45,111
10,292=
I
170,329: E
15,144:
, 12,019,306 12,896,533 107% ; 13,744,678 13,590,611 99% ; , 14,094,706 103% ; 350,027;
Budget Actuals
• Budget
Actuals
%
8,005,795
3,582,212
2,975,000
7,462,327 93%
2,915,749 81%
518,824 17%
8,606,196
4,088,201
5,015,100
14,563,007 10,896,900 75% ; 17,709,497
7,668,920
3,203,470
2,251,384
Projection % $ Variance
89%
78%
45% !
a t
7,915,780 92%
4,088,201 100%
5,075,000 101%
a
13,123,775 74% 17,078,981 96%
690,416: F
(59,900);
9
630,516:
Budget Actuals
Budget
Actuals
• Projection % $ Variance
Transfers In i 4,804,813
Transfers Out i (4,804,813)
TOTAL TRANSFERS
FUND BALANCE
4,804,813 100% : 1,750,000 1,750,000 100% : a 1,750,000 100%
(4,804,813) 100% : (1,809,900) (1,809,900) 100% o (1,809,900) 100%
a I
- 0% ; (59,900) (59,900) 100% ; (59,900) 100%
Budget Actuals
• Budget
Actuals
Beginning Fund Balance 11,850,783
Resources over Requirements I (2,543,701)
Net Transfers - In (Out)
10,709,072 90%
1,999,633
_ s
12,950,799
(3,964,819)
(59,900)
12,708,705 98%
466,836 I
(59,900)
TOTAL FUND BALANCE °
$ 9,307,082 $ 12,708,705 137%
$ 8,926,080 $ 13,115,641 147%
Projection % $ Variance
12,708,705 98% o (242,094);
(2,984,275) , 980,543;
(59,900)
.i
$ 9,664,529 108% ; $738,449:
Preliminary reports - Actuals are not final until year-end is complete.
A Current year taxes received primarily in November, February and May; actual FY22-23 TAV is 5.50% over FY21-22 vs. 5.55% budgeted
g Telephone tax payments are received quarterly
c State GIS reimbursements are received quarterly
D Invoices are mailed in the Spring
E Investment Income projected to come in higher than budget
F Projected savings based on vacancy and other personnel cost reductions to date
**STAFF DRAFT** 7-22-23
Governor Tina Kotek
Office of the Governor
900 Court Street, Suite 254
Salem, OR 97301-4047
Dear Governor Kotek -
Thank you for your response to our letter regarding the request from Deschutes County for flexibility to site
managed homeless camps on rural lands outside Urban Growth Boundaries (UGBs). Your response requested
additional information covering several topics. Listed below are answers to these questions.
1. How does the request align with the work of the Multi -Agency Coordinating (MAC) group?
While managed homeless camps are not eligible for MAC funds, managed camps compliment the
work of the MAC group and help provide a complete continuum of shelter and transitional housing
facilities in our community. Deschutes County has a large number of people who are unsheltered and
houseless living on public lands owned by the State of Oregon, Deschutes County, the City of Bend,
the City of Redmond, United States Forest Service, and the Bureau of Land Management. For this sub -
population of people, many will not be eligible for a high barrier shelter and others will not access low
barrier shelters for a variety of reasons. In addition, if all of the people living unsheltered in Deschutes
County sought indoor shelter space at the same time, we would be hundreds of beds short. For the
people who are houseless and unwilling or unable to access indoor shelter, the first step to ending
houselessness could start with a managed camp.
2. Has Deschutes County ensured that all existing shelter capacity is maintained with necessary on -going
operations funding?
The County recognizes the importance of shelter capacity to reducing homelessness and has made
substantial investments to expand that capacity in the past 3 years. Like you, we are concerned about
ongoing funding to operate existing shelter capacity, but we have limited resources available to cover
this need. Beyond a few projects, such as the Veteran's Village and the Cleveland Commons
Permanent Supportive Housing project, we are not in a position to make many long term commitments
for shelter operating funds right now.
Deschutes County has been supporting local shelters starting with spending more than $2 million to
help purchase the Econolodge, which became the Bethlehem Inn in 2006. In addition to providing the
City of Bend $1.5 million to operate the Franklin Street Shelter, Deschutes County has supported the
following local shelters:
• Bethlehem Inn (Redmond) — Deschutes County provided $900,000 in ARPA funds to support
the conversion of a motel to a shelter.
• Bend Warming Shelter — Deschutes County's Sheriffs Office provided the space for a
warming shelter from December 2019 — March 2020 and Deschutes county provided $50,000
in ARPA funds to help operate the shelter.
• Central Oregon Veterans Village — located on County property at no charge, Deschutes
County funded $100,000 for the construction of Veterans Village, comprised of 15 cabins,
$300,000 to add 7 more cabins, and provides $100,000 annually in operational funding (for 10-
years).
• St. Vincent's Place alternative shelter (Bend) and the Shepherd's House shelter kitchen project
(Redmond) - Deschutes County provided $425,000 in ARPA funds to support both these
projects.
• Saving Grace - Deschutes County awarded $450,000 in ARPA funds to Saving Grace, a local
non-profit that provides shelter and services to victims of domestic violence and sexual assault.
• Oasis Village (Redmond) — Deschutes County has supported this tiny home project with
$932,000 in ARPA funds.
• Deschutes County provided $200,000 in ARPA funds to support a Safe Parking program in the
City of Redmond.
• Furnish Hope - Deschutes County Commissioners awarded $81,000 in ARPA funds to Furnish
Hope, a local non-profit that furnishes homes at no cost to families in need.
3. Options Within the UGB —
Q. Has the County exhausted all other options within the UGB to site a shelter?
A. The County is not seeking authorization to site a shelter in the UGB as this authority
currently exists. But, multiple attempts to site outdoor shelter within the City of Bend have not
been successful. The County is seeking flexibility to site a supported camp outside, but in close
proximity to, the UGB given the large number of individuals that need temporary placement
while the infrastructure to address the growing population is developed. The County's inability
to provide an alternative location outside the UGB that could accommodate the large numbers
of houseless people coupled with limitations created by case law from the Ninth Circuit Court
of Appeals results in unmanaged, unsafe houseless populations dispersed camping throughout
resource lands in the County. Not only is it resulting in unsafe living conditions for the
houseless population but it results in safety concerns, such as wildfires and water
contamination, for our housed community.
As a side, the Board of Commissioners is evaluating a safe parking program within UGBs
(currently allowed). A draft proposal will come for Board consideration next month. In sum,
the County is developing a variety of options but a critical missing component is the ability to
relocate dispersed campers currently scattered throughout resource land to a confined area
providing basic necessities that is large enough to accommodate our houseless population.
Q. What were the specific reasons the Murphy Road site was not used?
A. Proximity to concerned neighbors and relative proximity to China Hat Road, a US Forest
Service location with a large number of people camping and living unsheltered and houseless,
would have exacerbated the issues that are already occurring there. .
Q. Did the County ask the MAC what strategies they would recommend in order to provide shelter or
housing for the people living at Juniper Ridge before the County decided to pursue an alternative
shelter site outside of the UGB?
A. The MAC is focused on expanding indoor shelter capacity and homelessness prevention. As
discussed above, we believe there is a need to increase outdoor shelter/managed camp capacity
to round out the continuum of shelter and transitional housing facilities in order to effectively
reduce homelessness. While the indoor shelter and rehousing projects supported by the MAC
are certainly needed for our houseless neighbors currently at Juniper Ridge, we also need to
expand outdoor shelter capacity.
4. Plan for Operating an Alternative Shelter Site — what is the County's plan to develop and operate an
alternative shelter site outside of the UGB?
A. There is a willing land owner with property within a mile of the Bend UGB. The County's
goal is to have a path forward for this land (commonly referred to as the Gales' property) to be
used as a managed camp. Specifically we seek flexibility to allow such a use within one -mile
of an UGB and/or Urban Reserve, excluding high value farmland, productive forests, and all
State Land Use Goal 5 protected resources. It is yet to be determined who would operate the
camp and pay for it, but there are many interested parties supporting the concept and the
County intends to play a role in the partnership to develop and operate this facility. As this
partnership develops, we will be better able to answer your specific questions about the budget,
fund sources, division of labor, services offered, and scale.
When Deschutes County was discussing a supported camp at Murphy Road, the Coordinated
Houseless Response Office (CHRO) developed a high level model of a supported camp (see
attached). This model can serve as a starting point for future managed camps.
Board of County Commissioners,
Anthony DeBone Patti Adair Phil Chang
Chair Vice Chair Commissioner