2024-255-Minutes for Meeting July 22,2024 Recorded 9/6/2024�vZES CO
o` G�< BOARD OF
I COMMISSIONERS
1300 NW Wall Street, Bend, Oregon
(541) 388-6570
•
Recorded in Deschutes County CJ2024-255
Steve Dennison, County Clerk
Commissioners' Journal 09/06/2024 11:59:36 AM
2024-255
1:00 PM MONDAYJuly22, 2024 Allen Room
Live Streamed Video
Present were Commissioners Patti Adair, Tony DeBone and Phil Chang. Also present
were County Administrator Nick Lelack; Deputy County Administrator Whitney Hale; Senior 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 webpage www.deschutes.org/meetings.
CALL TO ORDER: Chair Adair called the meeting to order at 1:01 pm.
CITIZEN INPUT:
• Becca Rohleder expressed concern about the growing population of unhomed
persons around La Pine. She shared the results of informal surveys which indicate
the presence of 191 unhomed persons and said most are homeless due to COVID,
unemployment, lack of affordable housing, and/or addiction. 63% have been
homeless for two or more years, and some for up to eight years. Saying that some
homeless persons in La Pine have relocated from Bend or Redmond, she asked for
help from the Board in addressing this situation.
Commissioner Adair thanked Ms. Rohleder for her work on this issue and for compiling
the statistics.
BOCC MEETING JULY 22, 2024 PAGE 1 OF 11
AGENDA ITEMS:
Proclamation: Support for Restricting the Sale of Flavored Tobacco Products
Jessica Jacks, Public Health Program Manager, reported that the drug most often
used by high school students is e-cigarettes. She spoke to the importance of
delaying youth from experimenting with or using drugs, which makes it less likely
that they will ever become addicted.
Jasmine Gerraty, Community Health Specialist, said the County offers tobacco
cessation groups for smokers, many of whom wish they had never started
smoking. Saying that 9 out of 10 adults who smoke started before the age of 18,
she noted that vaping is now the preferred way for youth to consume tobacco,
and many youth favor using a flavored tobacco product.
Kari Hampton, Grassroots Manager American Cancer Society, said the American
Cancer Society strongly supports the removal of flavored tobacco products from
the market.
Commissioner DeBone said he will not support the proclamation because it is up
to the State legislature to decide whether to prohibit the sale of flavored tobacco
products.
Commissioner Chang said the proclamation does not constitute a regulatory
action but rather supports a potential regulation.
CHANG: Move approval of Document No. 2024-648, a proclamation supporting
restrictions on the sale of flavored tobacco products
ADAIR: Second
VOTE: CHANG: Yes
DEBONE: No
ADAIR: Chair votes yes. Motion Carried 2 - 1
Commissioners Adair and Chang read the proclamation into the record.
2. Oregon Department of Education Office of juvenile justice and Delinquency
Prevention Title II Formula Grant Application
Trevor Stephens, Community Justice Business Manager, sought authorization to
apply for a grant from the Oregon Department of Education Office of juvenile
justice and Delinquency Prevention, explaining that the funds would be used to
address the various causes of juvenile delinquency in an effort to reduce the
BOCC MEETING JULY 22, 2024 PAGE 2 OF 11
3
involvement of juveniles in the justice system. Some funds would be used to
expand youth mentoring and after -school and arts -based programming, while
others would go to develop a substance use disorder treatment program.
Saying the grant application is due today, Stephens said Community Justice
requests Board authorization to apply for a total of $250,000. He concluded that
no new staff would be hired with any awarded funds.
CHANG: Move approval for the Community Justice Department to apply for a
Oregon Department of Education Office of juvenile justice and
Delinquency Prevention Title II Formula Grant
DEBONE: Second
VOTE: CHANG: Yes
DEBONE: Yes
ADAIR: Chair votes yes. Motion Carried
DEBONE: Move to authorize either Community Justice Director Deevy Holcomb
or Deputy County Administrator Erik Kropp to sign the required
certificate of compliance
CHANG: Second
VOTE: CHANG: Yes
DEBONE: Yes
ADAIR: Chair votes yes. Motion Carried
Work Session in preparation for a public hearing on the remand of the 710
Properties/Eden Properties Plan Amendment and Zone Change application
Haleigh King, Associate Planner, said a public hearing has been scheduled for July
24th on the remand by the Oregon Land Use Board of Appeals (LUBA) pertaining
to the application to change the Comprehensive Plan designation and zoning of
approximately 710 acres owned by Eden Central Properties. King reminded that
after this application was approved by the Board on December 14, 2022, it was
appealed to LUBA in January of 2023. LUBA subsequently remanded this matter
to the Board; a final County decision is due no later than October 24, 2024.
Commissioner DeBone noted that he had testified in front of LUBA on this
appeal.
King listed the five issue areas identified by LUBA for the Board to address, as
follows:
BOCC MEETING JULY 22, 2024 PAGE 3 OF 11
• Findings related to the ability to use the subject property for farm use in
conjunction with other property;
• Findings related to the source of feed for farm uses involving animals;
• Findings related to whether the subject property is suitable for farm use as a
site for the construction and maintenance of equipment and facilities used for
farm activities;
• Findings related to whether retaining the property's agricultural designation is
necessary to permit farm practices on adjacent or nearby lands; and
• Findings related to impacts on surrounding land use in accordance with
comprehensive plan policies and zoning ordinances, specifically, water,
wastewater, and traffic impacts on surrounding agricultural lands and the
agricultural industry.
King said the applicant has requested that the record be re -opened to allow the
submission of new information pertinent to these issue areas. Staff recommends
that the Board approve this request.
King added that under County Code, only persons who were entitled to receive
notice or who participated in the prior County process can participate in a public
hearing regarding a remand. In addition, the evidence presented must be
relevant to the issues on remand.
The Board was in consensus to re -open the record in the limited manner
described.
Discussion ensued regarding how to ensure that any comments received at the
public hearing are limited to those who are eligible to participate. Stephanie
Marshall, Senior Assistant Legal Counsel, cautioned of the risk of a procedural
objection if testimony is provided by non -eligible persons, or by eligible persons
on non -eligible topics.
In response to Commissioner Chang, Marshall said LUBA has indicated that
further decision -making is required on this matter. She advised that the
Commissioners bring an open mind to the specific issues which will again be
before it, and carefully consider all new evidence which is presented. She
summarized that LUBA does not see sufficient support in the record on these five
issues.
Responding again to Commissioner Chang, Marshall said the Board will be able to
ask questions of the applicant at the public hearing.
King added that there is no appellant in this situation, and the applicant is only
responding to the remand issued by LUBA.
BOCC MEETING JULY 22, 2024 PAGE 4 OF 11
In response to Commissioner Chang, Marshall said an interested party, including
the applicant, could appeal the Board's upcoming decision to LUBA. Outside of
that, however, LUBA will not take further action on the Board's decision.
Will Groves, Planning Manager, characterized the remand as a "show your
homework" assignment from LUBA. He said new evidence is allowed to be
presented at this time because LUBA was not able to determine if the decision
reached by the Board is wrong or right based on what was previously submitted.
4. Discussion of DCC 11.04 following the Grants Pass USSC decision
Dave Doyle, County Counsel, summarized the decision of the United States
Supreme Court in Grant Pass v.Johnson in which the Court determined it is not
cruel or unusual to arrest someone for unsanctioned camping. Saying this
decision supports Deschutes County Code section 11.04 regarding the removal of
persons and property from unsanctioned encampments, Doyle added that if the
County decides to take action in reliance on DCC 11.04, notice provisions would
apply, ADA accommodations would have to be offered for disabled persons, and
the County must be able to direct removed persons to an alternate site.
Commissioner Adair referred to a program in Eugene which has been very
successful in offering supportive services to homeless persons for 90 days.
Continuing, Doyle said it would be best to give plenty of due process and
opportunity to challenge the removal of an encampment. He shared that the
County drafted the code to allow for enforcement on federal land should the
federal jurisdiction provide authorization.
Commissioner Chang asked if the US Forest Service could selectively enforce the
clearing of encampments on some of its lands but not others. Doyle said this
could result in legal challenges unless specific, unique situations were shown.
Commissioner DeBone spoke to unsanctioned encampments on County -owned
property in east Redmond and north Bend and supported proceeding with
implementing DCC 11.04 at this time. He viewed this as an opportunity to assist
homeless persons, saying it is better for them to be in a sanctioned place and
able to receive supportive services.
Commissioner Chang said the County has not yet established one or more
alternate locations where people could relocate to when displaced.
Doyle referred to different opinions on what would constitute an alternate site
and said the question is what is objectively reasonable.
BOCC MEETING JULY 22, 2024 PAGE 5 OF 11
Commissioner DeBone supported encouraging people to camp only in certain
locations and abide by community norms. He noted that the County is spending
an estimated $14,000 each month at Juniper Ridge, with no end in sight. He said
the County could utilize the 45 acres owned by it in Redmond and work with the
City to give 90-days' notice before clearing encampments.
Erik Kropp, Deputy County Administrator, said Redmond's City Code requires a
six-foot fence, a code of conduct, some type of case management services, a
phone number to call during the day, and a phone number to call in off -hours.
The County would have to pay the service providers.
Commissioner Adair said it would not be necessary to fence the entire 45 acres.
Kropp said if any area is fenced, on -site management would be needed in the
fenced section.
Discussion continued on utilizing part of the County -owned 45 acres in Redmond
for a sanctioned camp. Doyle noted that some populations have different needs
than others —for example, people with children or pet owners. He said it is not
known what a court might require be provided for an alternate location.
Commissioner Chang spoke to focusing on what is effective and addresses key
requirements. Noting that safe parking programs are highly space -efficient, he
said leadership from the community (e.g., non -profits) is needed.
Commissioner DeBone supported making a clear decision to move people from
other areas to one area. Saying his goal is to not have unsanctioned camping,
which results in environmental damage and an ongoing threat of wildfires, he
said moving camps to a sanctioned area would help consolidate a big, spread -out
problem and allow addressing it in a more controlled fashion.
Commissioner Adair wanted to hear input from service providers.
Commissioner DeBone suggested offering relocated persons six months of free
camping, potable water, and trash pick-up. Commissioner Adair supported
offering these services for 90 days rather than six months.
5. Treasury Report for June 2024
Bill Kuhn, County Treasurer, presented the Treasury Report for June of 2024.
A break was announced at 3:01 pm. The meeting resumed at 3:09 pm.
BOCC MEETING JULY 22, 2024 PAGE 6 OF 11
6. Finance Report for June 2024
Robert Tintle, Chief Financial Officer, presented the preliminary Finance Report
for June of 2024.
7. Deliberation #1: Deschutes County 2040 Comprehensive Plan Update -
Chapter 3, Farm and Forest Resources
the
rd
Nicole Mardell, Senior Planner, reviewed te rehenso�ive Plan cess P and indvbed th sB a d to
to
deliberate on changes to the 2040 Conp
suggest revisions to Chapter 3—Farm and Forest Resources.
ently
In response to Commissioner DeBone,
draft of thisdell chapter,said thedocument
Marcht15t",rwhich was
before the Board is the second
presented prior to the Board's initial public hearing. She noted that simple
scrivener's errors will not constitute policy decisions.
Commissioners Adair and DeBone supported adding a third data point to the
graphic on page 3-3 which illustrates the number of days over 90 degrees in
Brothers to include the number of days this happened in 1973.
On page 3-2, "Opportunities, Challenges and Considerations," Commissioner
Chang suggested adding language regarding declining forest products to state
this is due to "unsustainable harvest he timber iondustry n CentragOregonhas
reduced the overall footprint o
Commissioners DeBone and Adair concurred in adding this language.
Regarding the section titled "Hargis to°r Low eflect that dsub tant aluctivity ldry land gra ong r
Chang suggested adding sentence
occurs which is not dependent on high quality soils or irrigation.
Commissioner DeBone did not support adding this language, saying that dry land
grazing has never been viable. He opposed including any political statement that
could involve private property rights.
On page 3-3, Commissioner Chang suggested adding the following sentence to
the section titled "Water Supply and Irrigation": "Canal piping and on -farm
efficiency measures can improve water
msupply
reliability rights
holders, but additional conservation
infrastructure are needed."
BOCC MEETING
DULY 22, 2024 PAGE 7 OF 11
er is valuable
Commissioner DeBone said it is not questioned that `tretmendous oppo tdunitiese
that conservation is good. Commissioner Chang
to conserve more than is currently being done.
iioner Adair asked that themap legend reflect the dates on
On page 3-4, Commss
which these districts were awarded water rig
On page 3-5, Commissioner Chang suggested modifying the sentence which
reads "As timber harvesting decreases, o mana e forer es for forest land community wildfiree
emerging" to add "including the need t g
protection." Commissioner DeBone said community wildfire protection is not a
use of federal lands, but rather an activity.
On page 3-6, Commissioner DeBone questioned the statement about Skyline
Forest, which is privately owned, and a subsequentrun ttatement prout ocesseto efforts
of the Deschutes Land Trust to facilitate a community visioning on ng
identify preferred community uses if any of this land theseVrefereere � ed effobe rts pertain fain
privately held recreational asset. He noted that
to the goals of a private organization.
The Board was in consensus to remove the references to Skyline Forest.
Commissioner Adair said the sentence which sates that
hunting, f s p g,iw ity O
federal forests for hiking, mountain biking,skiing, conflicldlife viewing and other outdoor recreation draws touristsand
ecsidint alike"
Mardl said is
with the reality of what residents near China Hat are pe
language can be added regarding how homeless encampments affect the
recreational use of federal forests.
hout
Commissioner Chang agreed it would be reasonable to
refer tthisit federal
charged language but simply by saying that homelessencampments
lands affect recreational use.
Also on page 3-6, the Board was in consensus to move the scondcommunity forwate bcolneserdvation
sentence regarding the strong support of the
and efficiency measures to be the top bullet.
Commissioner Adair asked that a photo of a Galloway cow be added to page 3-7.
The Board was in consensus to add a new policy statement 3.2.10 regarding the
promotion of compost from County solid waste for agricultural use to improve
soils productivity.
DULY 22, 2024 PAGE 8 OF 11
BOCC MEETING
The Board was in consensus that the wording of Policy 3.2.5, "Support efforts to
control noxious weeds and invasive species," should be made stronger.
On page 3-8, Commissioner Chang asked abodu re°Ise acce�sory farm dwelling
which reads
"Continue to work with the State to review
requirements to address the needs of local farmers."
ehang agreed would be
"Continue to could be removed, which Commissioner
appropriate. He added that this sentence could also refer to the reduction or
removal of parcel size restrictions.
On page 3-9, the Board was in consensus wrevise oork as advocated d by hunters,
licy 3.4.6 to refer to
community wildfire projects, habitat enhancement
and the management of homeless encampments.
On page 3-10, the Board was in consensus to revise section 3.4.10.c to read
"Retain and enhance fish and wildlife habitat."
Mardell said the Board will next take up potential revisions to Chapter 5 on
Wednesday.
OTHER ITEMS:
Commissioner Chang spok
e to legislation that was proposed but not approved in
ause St. Charles
n Bend has
2023 regarding child psychiatric emergency centers. liBe he has organized
discussiontour nd
been identified as a possible location for such a facility,
discussion on August 1st and invited all County State legislators along with
Congressional staffers to attend.
Commissioner DeBone attended the Eastern Oregon Coo Counties were alsounties ion meeting
last week; representatives from Jefferson and C
attendance.
Commissioner Adair reported on the two workshops held by the Coordinate
Houseless Response Office last week.
Commissioner DeBone announced a communitMonday in South
Deschutes County, hosted by the Newberry Regional Partnership.
Commissioner Adair attended a RootedHomes ribbon a drating in ft letter the Board to
sters last Friday.
Erik Kropp, Deputy County Administrator, peese
• Governor Kotek regarding the possible use of property owned by the Gales family
for a managed camp.
BOCC MEETING
DULY 22, 2024 PAGE 9 OF 11
Commissioner Adair distributed a letter from Laurie and Craig Gales on this same
subject.
k for
Noting that the draft letter from the Board to the governor dsaid it would be oe late as ask that the
anything specific, Commissioner
000 to rezone the property owned by the Gales, or allow
State pay the required
them to hire legal assistance to accomplish that.
al
Rural
Discussion ensued about what is allowed summarized the lthattheRuraland
Commercial zones. Commissioner Chang
zone allows a safe parking operation, but not pods or tin two houses,
deciherions: fas Rural
Residential does allow pods and tiny houses. He
foresawdetermine the proper zone for what the Gales want to do, and then decide how best
to pursue the desired rezone.
on
to
Peter Gutowsky, Community DevelopmentDirector,
of a non-profit otganizat osn,l but n
waive fees unless a party is indigent or on half
either case the fee waiver cap is $5,000.
Commissioner Chang wanted to understand how the
governor
co uld assist EmersoLevy has in this
matter. Commissioner Adair shared that Representative
indicated that she would support what Deschutes County is asking from the
governor.
County Administrator Nick Lelack said the governor
of the could
Garect that DLCles property for® adopt
emergency administrative rules to allow the
use managed camp. The County could request that the governor make this
property available for a managed camp through any means possible.
Commissioner DeBone suggested that the address of the Gales property be
included in the letter, and that the reference
mc learnthat this sountain View
located in Redmond.
Development's safe parking program ake
Commissioner Adair said the letter should alsostate that the Veterans Village
project has recently added seven more cabins.
EXECUTIVE SESSION: None
ADJOURN:
Being no further items to come before the Board, the meeting was adjourned at 5:33 pm.
BOCC MEETING
DULY 22, 2024 PAGE 10 OF 11
DATED this J day of 2024 for the Deschutes County Board of
Commissioners.
PA TI ADAIR, CHAIR
ATTEST:
RECORDING SECRETARY
ANTHONY DEBONE, VICE CHAIR
PHIL CHANG, COMMISSIONER
BOCC MEETING
DULY 22, 2024 PAGE 11 OF 11
E S C-0
A BOARD OF
COMMISSIONERS
BOARD OF COUNTY COMMISSIONERS MEETING
1:00 PM, MONDAY, DULY 22, 2024
Allen Room - Deschutes Services Building - 1300 NW Wall Street - Bend
(541) 388-6570 1 www.deschutes.org
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 attend the meeting virtually 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
citizen in put@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.ly/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 *9 to indicate you would like to speak and
*6 to unmute yourself when you are called on.
• When it is your turn to provide testimony, you will be promoted from an attendee to a panelist.
You may experience a brief pause as your meeting status changes. Once you have joined as a
panelist, you will be able to turn on your camera, if you would like to.
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..
AGENDA ITEMS
1. 1:00 PM Proclamation: Support for Restricting the Sale of Flavored Tobacco Products
2. 1:15 PM Oregon Department of Education Office of Juvenile Justice and Delinquency
Prevention Title II Formula Grant Application
3. 1:30 PM Work Session in preparation for a public hearing on the remand of the 710
Properties/Eden Properties Plan Amendment and Zone Change application
4. 1:50 PM Discussion of DCC 11.04 following the Grants Pass USSC decision
5. 2:35 PM Treasury Report for June 2024
6. 2:50 PM Finance Report for June 2024
7. 3:10 PM Deliberation #1: Deschutes County 2040 Comprehensive Plan Update -
Chapter 3, Farm and Forest Resources
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 22, 2024 BOARD OF COUNTY COMMISSIONERS MEETING Page 2 of 2
BOARD OF
•
MEETING DATE: July 22, 2024
SUBJECT: Oregon Department of Education Office of juvenile justice and Delinquency
Prevention Title II Formula Grant Application
RECOMMENDED MOTION:
Move approval for Deschutes County Community justice: juvenile justice Division to apply
for Oregon Department of Education Title II Formula Grant Funds.
Move approval for Deevy Holcomb or Erik Kropp to sign Certification of Compliance with 8
U.S.C. Section 1373 by Prospective Sub recipient: Recipient sub award to a Government
Entity.
BACKGROUND AND POLICY IMPLICATIONS:
The grant opportunity detailed in the Request for Applications (RFA) aims provide
alternatives to juvenile detention and prevent delinquency through increasing partnerships
with community -based programs. Administered by the Youth Development Division, the
funding is part of the FY2021-FY2022 JJDP Title II Formula Grants. Eligible applicants include
non-profit organizations, government entities, and tribal organizations actively engaged in
juvenile justice and youth development work.
The primary goal of the grant is to reduce juvenile justice system involvement by
implementing evidence -based practices and strategies that address the underlying causes
of delinquency. Priority is given to proposals that demonstrate a commitment to culturally
responsive practices and collaboration with diverse community stakeholders.
Applicants are encouraged to propose programs that emphasize diversion from the
juvenile justice system, promote restorative justice approaches, and engage youth in
constructive activities that foster positive development and resilience. Key programmatic
goals include enhancing community -based alternatives to detention, supporting
comprehensive case management for youth, and increasing access to supportive services
such as mentoring, counseling, and educational assistance.
Deschutes County Community Justice is pursuing funding from two Title II program areas
to support existing initiatives and priorities.
No new full-time equivalents (FTE) will be added if funded.
Community Programs and Services: (1) Increase accountability options for youth,
including opportunities for victims to directly share impact of crime and be involved in
accountability and resolution methods, and improve reentry coordination for school -based
incidents between schools and juvenile community justice. Funds will be used to contract
with school and community -based organizations to train existing staff, co -facilitate youth
and victim accountability processes, and assist with reentry coordination. (2) Expand
youth mentoring, after -school, and arts -based programming for juvenile justice
involved youth to support reentry and opportunities for success. Funds will be used to
contract with community -based providers whose programs youth would be referred to as
appropriate.
Delinquency Prevention (1) Establish a sustainable in-house substance use disorder
treatment program. Funds will be used to develop and pilot the program, and facilitate
the integration of department billing for services rendered through Oregon Health
Authority (OHA) resources. Existing staff will deliver direct services to our youth
participants. An external consultant will assist in establishing necessary policies,
procedures, and technological infrastructure to effectively utilize OHA funding, ensuring
the program's sustainability.
If selected funds are generally provided for one year with the possibility of renewal for a
second year depending on funding availability.
As part of the application we are required to submit a Certification of Compliance with 8
U.S.C. Section 1373 by Prospective Sub recipient: Recipient sub award to a Government
Entity. We are seeking permission for Deevy Holcomb or Erik Kropp to sign this document.
A copy has been provided to legal.
BUDGET IMPACTS:
Materials & Services Addition of $250,000
Community Programs and Services: $150,000
Delinquency Prevention Program: $100,000
Total Funding Applied For: $250,000
ATTENDANCE:
Deevy Holcomb, Director Deschutes County Community Justice
Trevor Stephens, Business Manager for Community Justice
U.S. DEPARTMENT OF JUSTICE
OFFICE OF JUSTICE PROGRAMS
Certification of Compliance with 8 U.S.C. § 1373 by Prospective Subrecipient:
Recipient subaward to a Government Entity
On behalf of the applicant government entity named below as the "prospective subrecipient," and in support of its request to the
"Recipient" identified below for a subaward from the grant awarded by the U.S. Department of Justice ("USDOJ") under the FY 2018
OJP Program identified below ("OJP Program"), I certify to the Recipient, and also to the Office of Justice Programs ("OJP"), USDOJ,
that all of the following are true and correct:
(1) 1 am the chief legal officer of the government entity named below as the prospective subrecipient, and I have the authority to
make this certification on behalf of the jurisdiction and the applicant entity (that is, the "prospective subrecipient"). I understand
that OJP will rely upon this certification as a material representation in any decision to make a subaward to the prospective
subrecipient.
(2) 1 have carefully reviewed 8 U.S.C. § 1373(a) and (b), including the prohibitions on certain actions by State and local
government entities, -agencies, and -officials with respect to information regarding citizenship and immigration status. I also have
reviewed the provisions set out at (or referenced in) 8 U.S.C. § 1551 note ("Abolition ... and Transfer of Functions"), pursuant to
which references to the "Immigration and Naturalization Service" in 8 U.S.C. § 1373 are to be read, as a legal matter, as
references to particular components of the U.S. Department of Homeland Security.
(3)1 (and also the prospective subrecipient) understand that if the prospective subrecipient receives a subaward under the OJP
Program —
(a) the subrecipient (and agencies or other entities thereof) must comply with 8 U.S.C. § 1373, throughout the period of
performance for the subaward, with respect to any "program or activity" funded in whole or in part with the subaward; and
(b) the subrecipient may not make a lower -tier subaward to a State or local government, or to a "public" institution of higher
education, unless the subrecipient first obtains a certification of compliance with 8 U.S.C. § 1373 (on a form provided by
USDOJ), properly executed by the chief legal officer of the jurisdiction or educational institution that would receive it.
(4) 1 (and also the prospective subrecipient) understand that, for purposes of this certification, "program or activity" means what it
means under title VI of the Civil Rights Act of 1964 (see 42 U.S.C. § 2000d-4a), and that terms used in this certification that are
defined in 8 U.S.C. § 1101 mean what they mean under that section 1101, except that the term "State" also shall include
American Samoa (cf. 34 U.S.C. § 10251(a)(2)). Also, I understand that, for purposes of this certification, neither a "public"
institution of higher education (i.e., one that is owned, controlled, or directly funded by a State or local government) nor an Indian
tribe is considered a State or local government entity or -agency.
(5) 1 have conducted (or caused to be conducted for me) a diligent inquiry and review concerning the following (which,
for the specific purpose of this paragraph (5) shall not be understood to include any "program or activity" of any planned
subrecipient of a lower -tier subaward):
(a) the "program or activity" to be funded (in whole or in part) with the subaward sought by the prospective
subrecipient under this FY 2018 OJP Program; and
(b) any prohibitions or restrictions potentially applicable to the "program or activity" to be funded with that subaward
(if received) that deal with sending to, requesting or receiving from, maintaining, or exchanging information of the
types described in 8 U.S.C. § 1373(a) or (b), whether imposed by a State or local government entity, -agency,
or -official.
(6) As of the date of this certification, neither the prospective subrecipient nor any entity, agency, or official of the
prospective subrecipient has in effect, purports to have in effect, or is subject to or bound by, any prohibition or any
restriction that would apply to the "program or activity" to be funded in whole or in part with the requested subaward
(which, for the specific purpose of this paragraph (6), shall not be understood to include any such "program or activity" of
any planned subrecipient of a lower -tier subaward), and that deals with either— (1) a government entity or -official
sending or receiving information regarding citizenship or immigration status as described in 8 U.S.C. § 1373(a); or (2) a
government entity or -agency sending to, requesting or receiving from, maintaining, or exchanging information of the
types (and with respect to the entities) described in 8 U.S.C. § 1373(b).
Government entity that is the "prospective subrecipient" of a Recipient from which the prospective subrecipient seeks a
subaward of funds from the FY 2018 OJP Program identified below subaward under the FY 2018 OJP Program identified below
Signature of chief legal officer of the prospective subrecipient Printed name of chief legal officer of the prospective subrecipient
Title of chief legal officer of the prospective subrecipient Date of Certification
FY 2018 OJP Program: OJJDP Title II Formula Grants Program
Rev. October 15, 2018
COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
STATE OF OREGON
COVER PAGE
OREGON DEPARTMENT OF EDUCATION
YOUTH DEVELOPMENT OREGON
OFFICE OF JUVENILE JUSTICE AND DELINQUENCY PREVENTION
TITLE II FORMULA GRANTS
3 PROGRAM AREAS: COMMUNITY PROGRAMS, ALTERNATIVES TO
DETENTION, AND DELINQUENCY PREVENTION
Request for Applications ("RFA")
Date of Issue: May 22, 2024
Closing Date and Time: July 22, 2024, 2:00 PM PST
Single Point of Contact (SPC): Joanne Edmondson, Procurement Contract Specialist
Address: 255 Capitol Street NE
City, State, Zip: Salem, OR 97310
Phone: 971-240-1737
E-mail: Joanne Edmondson@ode.oregon.gov
In compliance with the Americans with Disabilities Act of 1990, this RFA may be made available in
alternate formats such as Braille, large print, audiotape, oral presentation, or computer disk. To
request an alternate format, call the Oregon Department of Education at (503) 947-5600.
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COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
TABLE OF CONTENTS
SECTION1: GENERAL INFORMATION........................................................................................................3
1.1 PURPOSE..................................................................................................................................................................................................................3
1.2 GRANT AMOUNT AND DURATION...........................................................................................................................................................3
1.3 ELIGIBILITY............................................................................................................................................................................................................3
1.4 SCHEDULE...............................................................................................................................................................................................................3
1.5 SINGLE POINT OF CONTACT(SPC)..........................................................................................................................................................4
SECTION2: AUTHORITY AND SCOPE.........................................................................................................4
2.1 AUTHORITY............................................................................................................................................................................................................4
2.2 DEFINITION OF TERMS...................................................................................................................................................................................4
2.3 OVERVIEW..............................................................................................................................................................................................................5
2.4 SCOPE OF ACTIVITIES......................................................................................................................................................................................6
SECTION 3: PROCESS AND REQUIREMENTS............................................................................................8
3.1 GRANT PROCESS.................................................................................................................................................................................................8
3.2 APPLICATION REQUIREMENTS..............................................................................................................................................................10
SECTION4: EVALUATION................................................................................................................................12
4.1 RESPONSIVENESS DETERMINATION...............................................................................................................................................12
4.2 EVALUATION CRITERIA..............................................................................................................................................................................12
4.3 POINT AND SCORE CALCULATIONS.....................................................................................................................................................14
4.4 RANKING OF APPLICANTS.........................................................................................................................................................................17
43 NEXT STEP DETERMINATION.................................................................................................................................................................17
SECTION5: AWARD AND NEGOTIATION..................................................................................................18
5.1 AWARD NOTIFICATION PROCESS.........................................................................................................................................................18
5.2 SUCCESSFUL APPLICANT SUBMISSION REQUIREMENTS......................................................................................................18
5.4 GRANT NEGOTIATION..................................................................................................................................................................................18
SECTION 6: ADDITIONAL INFORMATION.................................................................................................19
6.1 GOVERNING LAWS AND REGULATIONS...........................................................................................................................................19
6.2 OWNERSHIP/ PERMISSION TO USE MATERIALS ......................................... ...............................................................
I.......I....... 19
6.3 CANCELLATION OF RFA; REJECTION OF APPLICATIONS; NO DAMAGES....................................................................19
6.4 COST OF SUBMITTING AN APPLICATION.........................................................................................................................................19
SECTION7: LIST OF ATTACHMENTS..........................................................................................................20
ATTACHMENTA: SAMPLE GRANT..........................................................................................................................................................................20
ATTACHMENT B: APPLICANT INFORMATION AND CERTIFICATION SHEET..............................................................................20
ATTACHMENTC: APPLICANT LOGIC MODEL (WORD)...............................................................................................................................20
ATTACHMENTD: APPLICANT LOGIC MODEL(PDF)....................................................................................................................................20
ATTACHMENTE: BUDGET............................................................................................................................................................................................20
ATTACHMENT F: US DEPARTMENT OF JUSTICE CERTIFIED STANDARD ASSURANCES
......................................................20
ATTACHMENT G: TITLE II FORMULA GRANTS PROGRAM PERFORMANCE MEASURES
......................................................20
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COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
SECTION 1: GENERAL INFORMATION
1.1 PURPOSE
The State of Oregon, acting by and through its Department of Education, Youth Development
Oregon ("Agency"), is issuing this Request for Applications ("RFA") to request applications in
three program areas.
The three program areas are Community Programs and Services, Alternatives to
Detention, and Delinquency Prevention.
The funds are provided by the Office of Juvenile Justice and Delinquency Prevention
("OJJDP"), U.S. Department of Justice, to assist state and local efforts to prevent juvenile
crime and reduce youth involvement with the justice system. The Title II Formula
Grants program supports state and local delinquency prevention and intervention
efforts and juvenile justice system improvements.
Additional details are included in the Scope of Activities section.
1.2 GRANT AMOUNT AND DURATION
Agency anticipates the award of approximately six grant agreements (each a "Grant") from this
RFA. The initial term of each Grant is anticipated to be 12 months from when the Grant is
executed, with potential options to renew as determined by Agency. The Grant amounts will
vary based on the Program Areas listed below:
• Community Programs and Services $ 150,000
• Alternatives to Detention $150,000
• Delinquency Prevention $ 100,000
1.3 ELIGIBILITY
To be eligible for a Grant under this RFA, Applicants must be one of the following entities:
• City or county government agencies in Oregon
• Federally recognized Indian Tribes in Oregon
• Faith -based & community organizations
• School districts
• Educational Service Districts ("ESD")
• Non-profit agencies
1.4 SCHEDULE
The table below represents a tentative schedule of events. All times are listed in Pacific Time. All
dates listed are subject to change.
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COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
1
Pre -Application conference
June 10, 2024
3:00 PM PST
Questions/ requests for clarification due
June 24, 2024
5:00 PM PST
Answers to questions/ requests for clarification will be
I July 1, 2024
posted on the Agency's website at:
(approximate)
https://www.oregon.gov/youthdevelopmentdivision/
j Closing (Applications due)
July 22, 2024 1 2:00 PM PST
Issuance of notice of award (approximate)
August 30, 2024
1.5 SINGLE POINT OF CONTACT (SPC)
The SPC for this RFA is identified on the Cover Page, along with the SPC's contact information.
Applicants must direct all communications related to any provision of the RFA, whether about
the technical requirements of the RFA, Grant requirements, the RFA process, or any other
provision only to the SPC by email.
SECTION 2: AUTHORITY AND SCOPE
2.1 AUTHORITY
Agency is issuing this RFA pursuant to its authority under Oregon Revised Statute ("ORS")
190.110 and ORS 417.847, ORS 417.850, and ORS 417.585. The Juvenile Justice and
Delinquency Prevention Grants Funds are authorized under Title II of the Juvenile Justice and
Delinquency Prevention Act of 1974 ("JJDPA"), as amended in 2002 and 2018, at 34 U.S.C. §§
11131-11133.
2.2 DEFINITION OF TERMS
For the purposes of this RFA, capitalized words will refer to the following definitions:
• "Addendum" or "Addenda" means an addition to, deletion from, a material change
in, or general interest explanation of this RFA.
• "Agency" means Department of Education, Youth Development Oregon.
• "Applicant" means an entity who submits an Application in response to this RFA.
• "Application" means a written response to this RFA.
• "Barrier" means an impediment(s) preventing a youth from receiving a service or
participating in an activity that contributes to their well-being.
• "Closing" means the date and time specified in this RFA as the deadline for
submitting Applications.
• "Community -Based Programs" means a culturally specific public or private non -
organization that works pre- through post -confinement with youth, parents, family
members and communities providing a strength and science -based approach to
youth development (programs and services) to strengthen youth and families to
help prevent youth justice involvement and the safe return of youth home and into
the community during and after any youth justice detention or confinement.
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COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
• "Culturally Specific" means a service approach that imparts information and
knowledge of perceptions and behaviors unique to a specific culture.
• "Disparities" means lack of similarity or equality; inequality; difference.
• "Evaluation Committee" means the group of people who will evaluate and score
Applications submitted in response to this RFA.
• "KPM" means key performance measures.
• "PYD" means Positive Youth Development.
• "Program Areas" means types of services, programs, or projects able to be funded.
• "R/ED" means Racial and Ethnic Disparities.
• "State" means the State of Oregon.
• "SAG" means State Advisory Group.
• "YDC" means Youth Development Council.
• "YDD" means Youth Development Division.
• "YDO" means Youth Development Oregon.
2.3 OVERVIEW
2.3.1 Oregon Department of Education/Youth Development Oregon
The Youth Development Oregon ("YDO") functions under the direction and control of the
Youth Development Council ("YDC") and the Youth Development Division ("YDD"). The YDC
(ORS 417.847) provides direction to the YDD (ORS 417.852) and coordinates a unified and
aligned system that provides services to youth ages 6 through 24.
2.3.2 BACKGROUND
YDO serves as a state designated agency for Title II Formula Grants Funds. House Bill 3231
of the 2013 Legislative Session established the Youth Development Division ("YDD") within
the Oregon Department of Education, under the direction of the YDC. YDO coordinates an
aligned system of service for resilient yet vulnerable youth. YDO administers both state
general funding and federal funds through strategic investments in a variety of community -
based youth development programs and services designed to serve these youth populations
effectively.
2.3.3 GOALS
Primary goals of YDO administered Title II Formula Grant Funds are to support youth
reduction in juvenile justice system involvement and find success through the
implementation of best practices that are evidence based, culturally, gender and age
appropriate, and address individual risk factors and build upon factors that improve the
health and well-being of children and youth.
Oregon's three-year plan for comprehensive juvenile justice and delinquency prevention
programs are developed to meet the needs of youth through the collaboration of the many
local systems before which a youth may appear, including schools, courts, law enforcement
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COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
agencies, child protection agencies, mental health agencies, welfare services, healthcare
agencies, and private nonprofit agencies offering youth services. Alternatives to detention
and placement programs invest in community -based alternatives to incarceration and
institutionalization for youth to improve outcomes for these youth and reduce subsequent
referrals. Additionally, our intent is to impact racial and ethnic disparities, and improve
equity for all youth concerns. YDO supports culturally specific community -based programs
and services to work with youth to expand their services which will include families and
other positive, supportive adults. YDO intends to issue direct grant awards to qualified
grantees for selected projects.
2.4 SCOPE OF ACTIVITIES
The YDO/YDC will solicit applications from eligible entities listed in Section 1.3 for projects that
help achieve the goals and objectives identified in the section above. All proposed projects must
adhere to Positive Youth Development (PYD) principles, demonstrate how they intend to
ensure equity in services and impact Racial and Ethnic Disparities (R/ED) in their respective
jurisdictions.
Entities can apply for funds under one of the three Program Areas listed below.
1. Community Programs and Services: Support culturally specific community -based
programs and services to work with youth to expand their services to include families and
other positive, supportive adults. Specifically, those that work with the most vulnerable
groups of youth, such as youth of color, indigenous youth, rural youth, youth in foster care
or involved in the child welfare system, homeless youth, youth from low-income
communities, youth impacted by community or gun violence, youth impacted by mental
health and addiction, as well as youth identifying as gender non -binary.
2. Alternatives to Detention: Invest in community -based alternatives to incarceration and
institutionalization for youth and provide comprehensive youth and family assessments
and wraparound services that will improve outcomes for these youth and reduce
subsequent referrals. Support probation reform, impact racial and ethnic disparities and
encourage family engagement. Support local agencies through planning and strategic
leadership for a continuum of custody from home- and/or community -based supervision
through shelter placement prior to placement in detention.
3. Delinquency Prevention: Comprehensive juvenile justice and delinquency prevention
programs that meet the needs of youth through the collaboration of the many local systems
before which a youth may appear, including schools, courts, law enforcement agencies,
child protection agencies, mental health agencies, welfare services, healthcare agencies,
and private nonprofit agencies offering youth services.
2.4.1 Quarterly Report Requirements
The Program Area and project selected for funding must, at a minimum, designate a
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COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
qualified staff person, to ensure that federal performance measures data are collected and
reported.
The Applicant must collect performance measures data required by the OJJDP for Title II
Formula Grant Program Areas in the specific program area of "Title II Formula Grants
Program Performance Measures" output numbers 1,14,15, 17, 21, 24, 27, and 28 found
at:
https://ojjdp.oj gov/funding/grant-performance-measurement/performance-measures
Attachment G of this RFA also includes these required reporting Title II Formula Grant
Program Performance Output Measures (1,14, 15,17, 21, 24, 27, and 28).
A successful Applicant will be required to submit quarterly reports that detail program
progress and performance for reimbursement. Quarterly progress reports will be due
within 30 days of the end of each quarter (or on the date designated by Agency for report
submission). The grantee will address all clarifying questions and make any necessary
corrections promptly. Reports must be received and approved for grant reimbursement
claims to be processed. Reports must include:
Quarterly narrative report indicating description of activities, challenges,
progress on outcomes, and promising practices during quarters; and
Quarterly data outputs and outcomes report; and
Quarterly expenditure report detailing all expenses associated with the grant
using funds for allowable expenses and services and maintaining required
financial records; and funds subcontracted to partners, as well as direct payments
to youth (such as incentives and other direct individual support services).
Alternatives to Detention and Confinement literature review, a product of OjJDP's
Model Programs Guide ("MPG") is a resource for practitioners and communities about
what works, what is promising, and what does not work in juvenile justice,
delinquency prevention, and child protection and safety.
The purpose of the Alternatives to Detention and Confinement literature
review is to examine interventions that have been developed or used to
replace secure detention or confinement. Review the links below for more
guidance.
Alternatives to Detention and Confinement here: https://ojjdp.ojp.gov/model-
prog_rams- guide /literature-reviews/alternatives-to-detention-and-confinement.
Additionally, you can access a library of MPG literature reviews on a wide range of
other relevant topics, including diversion from formal juvenile court processing:
https: //ojjdp ojp gov model -pro rg ams- ug ide/literature-reviews
2.4.2 Communication and Collaboration
At a minimum, a successful Applicant will be required to:
® Participate in conversations with the Agency staff as needed to share successes,
troubleshoot barriers, and to create a feedback loop between the Agency and other
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COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
YDO programs.
• Participate in a quarterly project monitoring, which may include site visit, virtual
conference, or other means.
• Participate in Agency required collaborative professional learning conversations,
activities, convening, or gatherings (virtual or in -person) in support of network -
wide learning, troubleshooting, decision -making, continuous system improvement,
and to inform policy priorities.
• Provide input and feedback to Agency on data collection tools, including sharing
methodology for collection of data, coordinating the collection of data, maintaining
regular communication with Agency, including recurring learning discussions, and
provide feedback on functionality of data collection tools for improvement; and
• Facilitate participant survey/evaluation as required by and under guidance from
Agency.
2.4.3 Civil Rights Compliance
As a condition for receiving funding from the Office of Juvenile Justice and Delinquency
Prevention (OJJDP), recipients must comply with applicable federal civil rights laws,
including Title VI of the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of
1973, Title IX of the Education Amendments of 1972, the Age Discrimination Act of 1975,
Limited English Proficiency ("LEP") requirement and the Justice Department's regulation
for the Equal Treatment of Faith -Based Organizations.
SECTION 3: PROCESS AND REQUIREMENTS
3.1 GRANT PROCESS
3.1.1 Public Notice
The RFA, including all Addenda and attachments, is published on Agency's website at
https://www.oregon.gov/youthdevelopmentdivisionl. RFA documents will not be mailed
to prospective Applicants.
Agency will advertise all Addenda on its website. Prospective Applicants are solely
responsible for checking Agency's website to determine whether any Addenda have been
issued. Addenda are incorporated into the RFA by this reference.
3.1.2 Questions/ Requests for Clarification
All inquiries, whether relating to the RFA process, administration, deadline, or method of
award, or to the intent or technical aspects of the RFA must:
• Be emailed to the SPC;
• Reference the RFA name;
• Identify Applicant's name and contact information;
• Refer to the specific area of the RFA being questioned (e.g., page, section, paragraph
number, etc.); and
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COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
• Be received by the due date and time for questions/ requests for clarification identified
in the Schedule.
3.1.3 Pre -Application Conference
A pre -Application conference will be held at the date and time listed in the Schedule.
Prospective Applicants' participation in this conference is highly encouraged but not
mandatory.
The purpose of the pre -Application conference is to:
• Provide an additional description of the project;
• Explain the RFA process; and
• Answer any questions Applicants may have related to the Application or the
process.
Statements made at the pre -Application conference are not binding upon the Agency.
Applicants may be asked to submit questions in writing.
3.1.3.1 Attendance at Pre -Application Conference
Pre -Application Conference will be held virtual in Zoom. The link to the Conference
published on Agency's website at httl2s://www.oregon.gov/youthdevelopmentdivision/ .
3.1.1 Application Due Date
Applications and all required submittal items must be received by the SPC via Agency's SM
Apply application web portal (accessible at https://oregonyouth.smappl y�io ) on or before
Closing. Applications received after Closing will not be accepted. All Application
modifications or withdrawals must be completed prior to Closing.
Applications received after Closing are considered LATE and will NOT be accepted for
evaluation.
3.1.2 Application Submission
Applicant is solely responsible for ensuring its Application is received in accordance with
the RFA requirements before Closing. Applications submitted by any means not
authorized may be rejected. The following submission option is permitted for this RFA:
Survey Monkey Apply (SM Apply)
The Agency's Application is found on the Survey Monkey Apply application web portal
("SM Apply"). Following is the website address: https://oregonyouth.smappl y�io
Applicant can also access SM Apply through Agency's website at
https• //www oregon gov/oyouthdevelopmentdivision/ following the link for SM Apply.
Prospective Applicants are strongly encouraged to register for a username and password
as soon as possible after the publication of this RFA. To use Agency's SM Apply, all
prospective Applicants must first request a profile at https://oregonyouth.smapply.io.
Agency will post instructions on how to use the SM apply on the Agency's website.
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COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCYPREVENTION
NOTE: SM Apply will identify the specified format(s) for each specific attachment. If a PDF
is specified, it must be text -readable (also referred to as text -searchable). A PDF document
may contain an illustration, chart, or graphic.
3.1.3 Modification or Withdrawal of Applications
Any Applicant who wishes to modify or withdraw an Application already received by
Agency must do so prior to Closing. Applicant must submit its modification or request to
withdraw to the SPC using one of the manners listed in the Application Submission
section. Modifications must denote the specific change(s) to the Application submission.
Application Rejection
Agency may reject an Application for any of the following reasons:
• Applicant fails to substantially comply with all prescribed RFA procedures and
requirements;
• Applicant makes any contact regarding this RFA with State representatives such as
State employees or officials other than the SPC or those the SPC authorizes, or initiates
inappropriate contact with the SPC;
• Applicant attempts to inappropriately influence a member of the Evaluation
Committee; or
• Application is conditioned on Agency's acceptance of any other terms and conditions or
rights to negotiate any alternative terms and conditions that are not reasonably related
to those expressly authorized for negotiation in the RFA or Addenda.
3.2 APPLICATION REQUIREMENTS
Application must address each of the items listed in this section and all other requirements set
forth in this RFA. Applicant must describe how activities will be completed. An Application that
merely offers to fulfill the project will be considered non -responsive to this RFA and will not be
considered further.
3.2.1 Application Information and Certification Sheet
Applicant must complete and submit all Applicant Information and Certification
information in SM Apply portal. Sample Applicant Information and Certification Sheet
(Attachment B) is provided as a reference only. All Applications are public record and are
subject to public inspection after Agency issues the notice of intent to award.
3.2.2 Organization Description
Applicant must describe Applicant's organization including experience and effectiveness
in serving proposed youth population(s). Describe Applicant organizational and staff
capacity to collect, manage, and report complex and sensitive data.
3.2.3 Executive Summary
Applicant will provide a short description of proposed project, suitable for use in agency
reports to the public and the legislature.
3.2.4 Logic Models
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COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
YDO asks applicants to develop and submit logic models to provide a graphic illustration
of their project design and how the planned activities will lead to the desired results. A
logic model explains the theory behind how a program or initiative works.
Logic Model Template: Available in Word (Attachment C) and PDF (Attachment D) also on
Agency's website at https://www.oregon.gov/youthdevelopmentdivision/.
3.2.5 Equity
Provide evidence of how Applicant demonstrates a commitment to equity through policy
and practices. How will this commitment be operationalized to fulfill this RFA?
3.2.6 Application Narrative
Applicant must complete and submit responses to all questions and all sub -bullets in the
questions as instructed below. The individual responses must not exceed the word limits
as noted for each question. When describing planned activities, Applicant should use
definitive verbs in the Application narrative to describe what Applicant "will" do rather
than aspirational verbs such as "hopes," "expects" or similar that do not express a firm
commitment to undertake a specific action - proposals should describe work that will
take place if the proposal is funded.
3.2.7 Budget
Applicants must indicate the total amount of funding requested for this Application.
Successful Applicants will have to complete and submit a detailed proposed budget, with
budget narrative, that clearly identifies reasonable costs associated with fulfilling the RFA
(See Attachment D). This detailed budget will be reviewed by the YDO, and adjustments
may be required during negotiation of the grant agreement.
Note: Administrative costs, including indirect costs, are allowable up to 10% of the
Applicant's total budget per federal rate for Title II Formula Grant funding.
3.2.7.1 Budget Narrative
The budget narrative explains or justifies how this funding will implement or contribute
to the project outlined in the Application. Include how these funds will contribute to
equity, diversity, and inclusion efforts.
Narratives should be written so that someone not specifically familiar with the program
can conceptually understand the rationale, purpose, and reasons for anticipated costs.
At a minimum, the budget narrative must include the following elements:
• Description of how funds will be utilized
• Identification of roles and responsibilities for any staff funded by the grant
• Explanation of any purchase more than $10,000
3.2.8 Eligible Costs
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Eligible costs include personnel, supplies, equipment, training, travel expenses and
contractual services necessary to operate programs and provide services. Grant
administration costs (up to 10% of the total grant amount) for the direct and/or indirect
costs of the grantee are allowed.
Formula Grant recipients and their sub -recipients must comply with the provisions in the
federal Financial Guide, found at: http://ojp.gov/financialguide/DOj/.
3.2.9 Ineligible Costs and Restrictions on Funding
Grant funds cannot be used for the following:
• To supplant or replace existing state or local funds
• To replace other funds that have already been appropriated, or would otherwise
be available, for this grant program or project
• Pre -agreement costs, including the cost of preparing the application
• Construction and renovation projects
• Food and beverages
• Any activity or use prohibited by State law or rule or local ordinance
• Any activity or use prohibited by federal law or regulation
• Campaigning for office or on behalf of a person running for office or currently in
office
• Unallowable costs listed in the federal Office of Justice Programs Financial Guide
• Costs for lobbying, including any personal service, advertisement, telegram,
telephone communication, letter, printed or written matter, or other device
intended to influence a member of Congress or any other federal, state, or local
elected official
• Any activity or use that falls outside of the project described within any grant
agreement pursuant to which the funds were distributed
SECTION 4: EVALUATION
4.1 RESPONSIVENESS DETERMINATION
Applications received prior to Closing will be reviewed for responsiveness to all RFA
requirements. If the Application is unclear, the SPC may request clarification from Applicant.
However, clarifications may not be used to rehabilitate a non -responsive Application. If the SPC
finds the Application non -responsive, the Application may be rejected, however, Agency may
waive minor mistakes in its sole discretion.
4.2 EVALUATION CRITERIA
Responsive Applications meeting the requirements outlined in the Application Requirements
section will be evaluated by an Evaluation Committee. Evaluators will assign a score of 1 to 5 for
each evaluation criterion listed below in this section.
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• Describe the population and specify the Service Area for youth to be served through
your proposed grant project. Include demographics, age range, and any other
information to describe the population served.
• You may use a combination of jurisdictional and geographical boundaries (county, city,
school district, neighborhood, etc.) to describe proposed project Service Area. Cite
sources for any information or data presented.
• Identify factors, characteristics and barriers that contribute to negative life, career,
educational outcomes/or justice involvement among youth served by this proposed
grant project.
• Explain why presented data and analysis indicate there is a need in the population and
service area to provide services to youth in the program area.
4.2.2 Evaluation Item 2: Project Services and Activities (25 points)
• Describe the services and activities provided by your proposed project in detail.
• Why were these activities and services chosen and are the expected project
accomplishments clearly stated and reasonable?
• Identify how your proposed services and activities will address the needs of the
population served, with attention to barriers and disparities described in in Evaluation
Item 1.
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Indicate if these services and activities are based on or aligned with promising
practices, evidence -based practices as well as culturally appropriate, sexual orientation
and gender specific practices.
Describe the role partner organizations play in proposed program activities and service
delivery and how do the identified partners contribute to the program's ability to
identify, engage and/or serve youth.
4.2.3 Evaluation Item 3: Project Equity, Access, and Disparity Reduction (25 points)
• Identify community specific, culturally responsive and gender affirming approaches
embodied within the organization and proposed services.
• Are the efforts structured to specifically address disparities in outcomes seen between
youth and does the applicant have demonstrated results in reducing disparities in
outcomes?
• How are staff and partners - particularly individuals providing direct service -
reflective of the youth and/or community served? What experiences or training give
them an understanding of the population served?
• How does the program ensure safe, affirming, and inclusive spaces for all participants?
• Describe the role that youth, families and the community play in the design, decision
making and evaluation of program services and its impact.
4.2.4 Evaluation Item 4: Project Logic Model (20 points)
• Logic Model: Does the logic model list objectives, activities, short-term and long-term
measures? Does the logic model include target figures? Do the objectives fit with the
target population?
• Project Description and Activities: Are the expected project accomplishments clearly
stated and reasonable? Does the proposal specify how the project is designed to
implement the program area activities? Are the proposed activities evidence -based,
research -based and/or practice -based as well as culturally appropriate, and sexual
orientation and gender specific?
• Outcome and Outcomes Measures: How does the Applicant intend to collect data and
report on all mandatory and at least two additional output measures and two
additional outcome measures required by the OJJDP for Formula Grant Specific
Program Areas?
• Activities Outcomes: Do selected activities support reduction in recidivism and
improved results in education, work, and crime prevention?
4.2.5 Evaluation Item 5: Project Budget (5 Points)
• Does the budget narrative explain and justify requested funds?
• Does the budget include a detailed proposed budget that clearly identifies reasonable
costs associated with fulfilling the RFA?
• Is there evidence of local partnerships and commitment?
• To what extent are the budget line items allowable based on RFA guidelines?
ODE RFA, updated 20210119 Page 14 of 20
COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
• Is there a sustainability plan provided?
4.3 POINT AND SCORE CALCULATIONS
Scores are the values (1 through 5) assigned by each evaluator.
Points are the total possible values for each section as listed in the table below.
The SPC will calculate all scores for each evaluation criterion. The combined calculated score for
each evaluation criterion in each evaluation item section will determine the final score.
Points possible are as follows:
®
P14. EMS ===
2.1 Evaluation Item 1: Project Youth Population and Service Area
j • Describe the population and specify the service area for
5
youth to be served through your proposed grant project.
I
Include youth demographics, age range and ay other n
I information to describe the population served.
• You may use a combination of jurisdictional and
5
geographical boundaries (county, city, school district,
I j neighborhood, etc.) to describe the proposed project
service area. Cite sources for any information or data
i
presented.
• Identify factors, characteristics, and barriers that
5 !
contribute to negative life, career, educational outcomes
j
jG and/or justice involvement among youth served by this
proposed grant project.
j • Explain why presented data and analysis indicate there
I 10
is a need in the population and service area to provide
services to youth in the program area.
I
4.2.2 Evaluation Item 2: Project Services and Activities
i
• Describe the services and activities provided by your
5
proposed project in detail.
Why were these activities and services chosen and are
j 5
the expected project accomplishments clearly stated and
j
reasonable?
11 • Identify how your proposed services and activities will
5
impact and address the needs of the population served,
with attention to barriers and disparities described in
Evaluation Item 1.
l: j
i.
• Indicate if these services and activities are based on or
5
aligned with promising practices, evidence -based
ODE RFA, updated 20210119
Page 15 of 20
COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
practices, culturally appropriate, sexual orientation, and
gender specific practices.
• Describe the role partner organizations play in proposed
program activities and service delivery and how do the I
5
identified partners contribute to the program's ability to I
identify, engage and/or serve youth?
4.2.3 Evaluation Item 3: Project Equity, Access, and Disparity Reduction
j • Identify community specific, culturally responsive, and
5
gender affirming approaches embodied within the
j organization and proposed services. 1
jAre the efforts structured to specifically address
5
disparities in outcomes seen between youth and does the
j applicant have demonstrated results in reducing
disparities in outcomes?
• How are staff and partners - particularly individuals
5
providing direct service - reflective of the youth and/or
community served? What experiences or training give
i them an understanding of the population served? j
I . How does the program ensure safe, affirming, and
5
inclusive spaces for all participants? I
j • Describe the role that youth, families and the community 1
I
play in the design, decision making and evaluation of
5
program services and their impact.
4.2.4 Evaluation Item 4: Project Logic Model
j Logic Model
5
• Does the logic model list objectives, activities, short-
I
term and long-term measures? Does the logic model
j
include target figures? Do the objectives fit with the
j target population?
1, Project Description and Activities
5
l • Are the expected project accomplishments clearly
stated and reasonable? Does the proposal specify
how the project is designed to implement the specific
program area activities? Are the proposed activities
evidence -based, research -based and/or practice -
based as well as culturally appropriate, and sexual
orientation and gender specific?
_i
jOutput and Outcomes Measures
5 1
• How does the applicant plan to collect data
and report on all mandatory and at least two
i additional output measures and two
additional outcome measures required by
the OJJDP for Formula Grant Specific
j
Program Areas?
Activities Outcomes �
5 C
ODE RFA, updated 20210119
Page 16 of 20
COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
• Do selected activities support reduction in recidivism
and improved results in education, work, and crime
prevention?
4.2.5 1 Evaluation Item 5: Project Budget
• Does the budget narrative explain and justify requested 5
funds?
• Does the budget include a detailed proposed budget that
clearly identifies reasonable costs associated with
fulfilling the RFA?
• Is there evidence of local partnerships and commitment?
• To what extent are the budget line items allowable based
on RFA guidelines?
• Is there a sustainability plan provided?
TOTAL POINTS POSSIBLE
4.4 RANKING OF APPLICANTS
100
The SPC will total the points for each Application. SPC will determine rank order for each
respective Application, with the highest point total receiving the highest rank, and successive
rank order determined by the next highest point total.
4.5 Priority Points for Applications from Federally Recognized Tribes in Oregon
4.5.1 An Eligible Entity that is a federally recognized tribe will have a 10% multiplier added to
the total points. The multiplier calculation is as follows:
Total Points x 1.1= Final Application Score
4.6 NEXT STEP DETERMINATION
Agency may conduct additional rounds of competition if in the best interest of the State.
Additional rounds of competition may consist of, but will not be limited to:
• Establishing a competitive range
• Presentations/ demonstrations/ additional submittal items
• Interviews
If Agency elects to conduct additional round(s), Agency will provide written notice to
all Applicants describing the next step. At any time, Agency may dispense with the
selected additional round and: (1) issue a notice of intent to award to the highest-
ranking Applicant; (2) elect to conduct an additional round of competition; or (3)
cancel the RFA.
ODE RFA, updated 20210119 Page 17 of 20
COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
SECTION 5: AWARD AND NEGOTIATION
5.1 AWARD NOTIFICATION PROCESS
5.1.1 Award Consideration
Agency, if it awards a Grant, will award a Grant to the highest-ranking Applicant(s) based
upon the scoring methodology and process described in the Evaluation section. Agency
may award less than the full scope described in this RFA.
AGENCY RESERVES THE RIGHT TO NOT SELECT ANY OR ALL APPLICANTS UNDER
THIS RFA IF AGENCY DETERMINES IN ITS SOLE DISCRETION THAT A SELECTION
SHOULD NOT BE MADE.
5.1.2 Notice of Award
Agency will notify all Applicants in writing that Agency is awarding a Grant to the selected
Applicant(s) subject to successful negotiation of any negotiable provisions.
5.2 SUCCESSFUL APPLICANT SUBMISSION REQUIREMENTS
5.2.1 Business Registry
If selected for award, Applicant must be duly authorized by the State of Oregon to transact
business in the State of Oregon before executing the Grant. The selected Applicant must
submit a current Oregon Secretary of State Business Registry number or an explanation if
not applicable.
All corporations and other business entities (domestic and foreign) must have a
Registered Agent in Oregon. For more information, see Oregon Business Guide, How to
Start a Business in Oregon and Laws and Rules:
http://www filinginoregon.com/index.htm.
5.2.2 Insurance
Prior to execution of a Grant, the apparent successful Applicant must secure and
demonstrate to Agency proof of insurance coverage meeting the requirements identified
in the RFA or as otherwise negotiated.
Failure to demonstrate coverage may result in Agency terminating negotiations and
commencing negotiations with the next highest ranking Applicant. Applicant is
encouraged to consult its insurance agent about the insurance requirements contained in
Insurance Requirements (Exhibit B of Attachment A) prior to Application submission.
5.2.3 Taxpayer Identification Number
The apparent successful Applicant must provide its Taxpayer Identification Number (TIN)
and backup withholding status on a completed W-9 form. Agency will not disburse any
Grant funds until Agency has a properly completed W-9.
5.3 GRANT NEGOTIATION
ODE RFA, updated 20210119 Page 18 of 20
COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
By submitting an Application, Applicant agrees to comply with the requirements of the RFA,
including the terms and conditions of the Sample Grant (Attachment A), with the exception of
those terms reserved for negotiation. Applicant must review the attached Sample Grant and
note exceptions. Unless Applicant notes exceptions in its Application, Agency intends to enter
into a Grant with the successful Applicant substantially in the form set forth in the Sample Grant.
It may be possible to negotiate some provisions of the final Grant; however, many provisions
cannot be changed. Applicant is cautioned that Agency believes modifications to the standard
provisions constitute increased risk and increased cost to the State. Therefore, Agency may
consider the scope of requested exceptions in the evaluation of Applications.
Any Application that is conditioned upon Agency's acceptance of any other terms and
conditions maybe rejected. Any subsequent negotiated changes are subject to prior approval of
the Oregon Department of justice.
In the event the parties have not reached mutually agreeable terms within 7 calendar days,
Agency may terminate negotiations and commence negotiations with the next highest-ranking
Applicant.
SECTION 6: ADDITIONAL INFORMATION
6.1 GOVERNING LAWS AND REGULATIONS
This RFA is governed by the laws of the State of Oregon. Venue for any administrative or judicial
action relating to this RFA, evaluation, or award is the Circuit Court of Marion County for the
State of Oregon; provided, however, if a proceeding must be brought in a federal forum, then it
must be brought and conducted solely and exclusively within the United States District Court
for the District of Oregon. In no event shall this section be construed as a waiver by the State of
Oregon of any form of defense or immunity, whether sovereign immunity, governmental
immunity, immunity based on the eleventh amendment to the Constitution of the United States,
or otherwise, to or from any claim or from the jurisdiction of any court.
6.2 OWNERSHIP/ PERMISSION TO USE MATERIALS
All Applications submitted in response to this RFA become the property of Agency. By
submitting an Application in response to this RFA, Applicant grants the State a non-exclusive,
perpetual, irrevocable, royalty -free license for the rights to copy, distribute, display, prepare
derivative works of and transmit the Application solely for the purpose of evaluating the
Application, negotiating a Grant, if awarded to Applicant, or as otherwise needed to administer
the RFA process, and to fulfill obligations under Oregon Public Records Law (ORS 192.311
through 192.478).
6.3 CANCELLATION OF RFA; REJECTION OF APPLICATIONS; NO DAMAGES
Agency may reject any or all Applications in whole or in part or may cancel this RFA at any time
when the rejection or cancellation is in the best interest of the State or Agency, as determined by
Agency. Neither the State nor Agency is liable to any Applicant for any loss or expense caused by
or resulting from the delay, suspension, or cancellation of the RFA, award, or rejection of any
Application.
6.4 COST OF SUBMITTING AN APPLICATION
ODE RFA, updated 20210119 Page 19 of 20
COMMUNITY PROGRAMS, ALTERNATIVES TO DETENTION, AND DELINQUENCY PREVENTION
Applicant must pay all the costs in submitting its Application, including, but not limited to, the
costs to prepare and submit the Application, costs of samples and other supporting materials
and costs to participate in demonstrations.
SECTION 7: LIST OF ATTACHMENTS
ATTACHMENT A: SAMPLE GRANTS
ATTACHMENT B: APPLICANT INFORMATION AND CERTIFICATION SHEET
ATTACHMENT C: APPLICANT LOGIC MODEL (WORD)
ATTACHMENT D: APPLICANT LOGIC MODEL (PDF)
ATTACHMENT E: BUDGET
ATTACHMENT F: US DEPARTMENT OF JUSTICE CERTIFIED STANDARD ASSURANCES
ATTACHMENT G: TITLE II FORMULA GRANTS PROGRAM PERFORMANCE MEASURES
ODE RFA, updated 20210119 Page 20 of 20
MEETING DATE: July 22, 2024
SUBJECT: Work Session in preparation for a public hearing on the remand of the 710
Properties/Eden Properties Plan Amendment and Zone Change application
RECOMMENDED MOTION:
Work session in preparation for a public hearing scheduled for July 24, 2024.
BACKGROUND AND POLICY IMPLICATIONS:
The Board of Commissioners (Board) will hold a work session in preparation for a July 24,
2024, public hearing to consider a remand decision of the Oregon Land Use Board of Appeals
(LUBA) regarding a Plan Amendment and Zone Change application proposed by 710
Properties, LLC (Applicant) originally approved by the Board under files 247-21-001043-PA,
1044-ZC. The full record is located on the project webpage:
https://www deschutes org/cd/page/luba-remand-247-24-000395-247-21-001043-pa-and-
247-21-001044-zc-eden-central-properties
BUDGET IMPACTS:
None
ATTENDANCE:
Haleigh King, Associate Planner
Will Groves, Planning Manager
MEMORANDUM
TO: Deschutes County Board of Commissioners (Board)
FROM: Haleigh King, Associate Planner
DATE: July 17, 2024
SUBJECT: Work Session for a Public Hearing: Remand of 710 Properties/Eden Properties
Plan Amendment and Zone Change application 247-21-001043-PA, 1044-ZC
(247-24-000395-A)
On July 22, 2024, the Board of Commissioners ('Board") will hold a work session in
preparation for a public hearing to consider the remanded decision of the Oregon Land Use
Board of Appeals (LUBA) regarding a Plan Amendment and Zone Change application
proposed by Eden Central Properties (Applicant). The record associated with this remanded
review is located on the project webpage'. This hearing is a continuation of an existing
application (247-21-001043-PA/1044-ZC), with the full record located on the project
webpageZ.
I. BACKGROUND
On December 2, 2021, the applicant, 710 Properties, LLC/Eden Central Properties, LLC,
submitted an application for a Plan Amendment and Zone Change for property totaling
approximately 710 acres. The applicant is requesting to redesignate and rezone the subject
property from Agriculture (AG) to Rural Residential Exception Area (RREA) and Exclusive Farm
Use (EFU) to Rural Residential - 10 Acre Minimum (RR-10).
1 https•//www deschutes org/cd/page/tuba-remand-247-24-000395-247-21-001043-pa-and-247-21-001044-zc-
eden-central-properties
2https•//www deschutes org/cd/page/247-21-001043-pa-and-247-21-001044-zc-eden-central-properties-
comprehensive-plan-amendment
247-21-0001043-PA/1044-ZC (247-24-000395-A) Page 1
Staff includes a timeline of the proceedings below:
Action
Date
Hearings Officer Recommendation of
June 2, 2022
Approval to Board of County
Commissioners
Board of County Commissioners Hearing
August 17, 2022
Board Approval (2-1) of Ordinance No.
December 14, 2022
2022-013
County Decision Appealed to Oregon State
January 10, 2023
Land Use Board of Appeals (LUBA)
LUBA issues Final Opinion and Order
July 28, 2023
remanding the decision back to the County
Court of Appeals affirms LUBA Remand
January 24, 2024
Applicant initiates remand application with
June 26, 2024
Deschutes County
Deadline for final County decision on
October 24, 2024
remand
II. LUBA REMAND AND APPLICANT RESPONSE
LUBA, in its Final Opinion and Order, remanded the county decision to address the following
issues:
A. Findings related to the ability to use the subject property for farm use in
conjunction with other property.
The final opinion and order provides the following guidance:
(pg. 36-37) As we discuss in our resolution of a subsequent assignment of
error, the board of commissioners' decision fails to consider the ability to use
the subject property with a primary purpose of obtaining a profit in money in
conjunction with other property. ORS 215.203(2)(a) refers to the employment
of land for the primary purpose of obtaining a profit be engaging in a farm
activity. "Nearby or adjacent land, regardless of ownership, shall be examined
to the extent that a lot or parcel is either'suitable for farm use' or 'necessary
to permit farm practices to be undertaken on adjacent or nearby lands' outside
the lot or parcel." OAR 660-033-0030(3). Relating the profitability of farm
related activity solely to the activity on the subject property places undue
weight on profitability. The board of commissioners improperly weighed the
consideration of profitability of the subject property operating independently.
Staff notes that the applicant, in their initiation of remand materials has not yet provided
additional testimony to address the remanded issue area summarized above. Staff
anticipates additional information may be submitted prior to or at the public hearing for
247-21-0001043-PA/1044-ZC (247-24-000395-A) Page 2
Board consideration, or potentially during an open record period, should the Board choose
to leave the written record open. Any materials received by the applicant ahead of the public
hearing will be timely incorporated into the official record.
B. Findings related to the source of feed for farm uses involving animals.
The final opinion and order provides the following guidance:
(pg. 41) ...the board of commissioners' interpretation is not supported by the
text of OAR 660-033-0020(1)(a)(B) or ORS 215.203(2)(a), both of which are silent
as to the source of the feed that is necessary to sustain animals involved in
farm uses.
Whether livestock, poultry, and equines are sustained with forage grown on -
site or feed imported from off -site, their feeding, breeding, management, sale,
stabling, and training potentially qualify as farm uses. The board of
commissioners misconstrued OAR 660-033-0020(1)(a)(B) or ORS 215.203(2)(a)
in concluding that land is suitable for farm uses involving animals only if
sufficient feed can be grown on -site.
(pg. 42) It may be that, even if feed is imported from off -site, the subject
property is not suitable for the feeding, breeding, management, and sale of
livestock and poultry or the stabling or training of equines for the primary
purpose of obtaining a profit in money, given the factors listed in OAR 660-
033-0020(1)(a)(B). however, the board of commissioners did not reach that
conclusion. On remand, the county will have an opportunity to evaluate the
testimony that 710 properties cites through the proper lens and reach its own
conclusion.
Staff notes that the applicant, in their initiation of remand materials has not yet provided
additional testimony to address the remanded issue area summarized above. Staff
anticipates additional information may be submitted prior to or at the public hearing for
Board consideration, or potentially during an open record period, should the Board choose
to leave the written record open. Any materials received by the applicant ahead of the public
hearing will be timely incorporated into the official record.
C. Findings related to whether the subject property is suitable for farm use as a
site for the construction and maintenance of equipment and facilities used for
farm activities.
The final opinion and order provides the following guidance:
(pg. 44) Under ORS 215.203(2)(a), "farm use" includes the construction and
maintenance of equipment and facilities used for farm activities. Whether
those farm activities occur on the subject property or elsewhere, the
construction and maintenance of the equipment and facilities used therefore
247-21-0001043-PA/1044-ZC (247-24-000395-A) Page 3
is a farm use. The board of commissioners misconstrued OAR 660-033-
0020(1)(a)(B) and ORS 215.203(2)(a) in concluding that land is suitable for that
farm use only if the farm activities occur on the same land.
***
(pg. 45) ...in determining whether land is suitable for the construction and
maintenance of equipment and facilities, the county must consider the factors
listed in OAR 660-033-0020(1)(a)(B): soil fertility, suitability for grazing, climatic
conditions, existing and future availability of water for farm irrigation
purposes, existing land use patterns, technological and energy inputs
required, and accepted farming practices. That requirement remains, even
though the farm activities for which the equipment and facilities are used
occur elsewhere.
Staff notes that the applicant, in their initiation of remand materials has not yet provided
additional testimony to address the remanded issue area summarized above. Staff
anticipates additional information may be submitted prior to or at the public hearing for
Board consideration, or potentially during an open record period, should the Board choose
to leave the written record open. Any materials received by the applicant ahead of the public
hearing will be timely incorporated into the official record.
D. Findings related to whether retaining the property's agricultural designation is
necessary to permit farm practices on adjacent or nearby lands.
The final opinion and order provides the following guidance:
(pg. 47) ...the county misconstrued OAR 660-033-0020(1)(a)(B) and ORS
215.203(2)(a) in concluding that it was not required to consider whether the
subject property is suitable for farm use in conjunction with nearby or adjacent
land. We have previously explained that "[t]he suitability for farm use inquiry
must ***consider the potential for use in conjunction with adjacent or nearby
land."
***
(pg.48)... 710 Properties observes that several farmers and ranchers testified
that they would not consider incorporating the subject property into their farm
operations. It may be that the subject property is not suitable for farm use
even in conjunction with nearby or adjacent land. However, the county did not
reach that conclusion. On remand, the county will have an opportunity to
evaluate the testimony that 710 properties cites through the property lens and
reach its own conclusion.
The Court of Appeals opinion included additional analysis under this remanded issue:
(pg. 14-15) Consequently, we agree with LUBA that consideration of whether
land is "agricultural land" under OAR 660-033-0020(1)(a)(C) must include
consideration of whether the land's resource designation and zoning is
247-21-0001043-PA/1044-ZC (247-24-000395-A) Page 4
"necessary to permit farm practices to be undertaken on adjacent or nearby
agricultural lands."
Having reached that conclusion, we note that we also agree with LUBA that
"necessary to permit farm practices on adjacent or nearby agricultural lands"
is a "high standard." ... That is, we do not understand land to be agricultural
land under OAR 660-033-0020(1)(a)(C) merely because its designation would
merely be "useful' or "desirable" for nearby farm practices. Rather, for land to
be agricultural land under OAR 660-033-0020(1)(a)(C), that land, considering its
resource designation and zoning, must truly be necessary to adjacent and
nearby farm practices.
Staff notes that the applicant, in their initiation of remand materials has not yet provided
additional testimony to address the remanded issue area summarized above. Staff
anticipates additional information may be submitted prior to or at the public hearing for
Board consideration, or potentially during an open record period, should the Board choose
to leave the written record open. Any materials received by the applicant ahead of the public
hearing will be timely incorporated into the official record.
E. Findings related to impacts on surrounding land use in accordance with
comprehensive plan policies and zoning ordinances, specifically, water,
wastewater, and traffic impacts on surrounding agricultural lands and the
agricultural industry.
The final opinion and order provides the following guidance:
(pg. 73-74 )...we agree with Redside that the findings that the increase from 24
to 71 dwellings will have no greater water, wastewater, or traffic impacts on
surrounding agricultural lands and the agricultural industry, and the findings
relying on the distance between the subject property and surrounding
agricultural lands, are inadequate.
While the fact that the subject property is located on a plateau might mitigate
some impacts on surrounding agricultural lands and the agricultural industry,
it is not clear how that fact will mitigate any water, wastewater, or traffic
impacts. The county must consider the evidence of impacts on surrounding
agricultural lands vis-6-vis water, wastewater, and traffic.
Staff notes that the applicant, in their initiation of remand materials has not yet provided
additional testimony to address the remanded issue area summarized above. Staff
anticipates additional information may be submitted prior to or at the public hearing for
Board consideration, or potentially during an open record period, should the Board choose
to leave the written record open. Any materials received by the applicant ahead of the public
hearing will be timely incorporated into the official record.
247-21-0001043-PA/1044-ZC (247-24-000395-A) Page 5
III. HEARING PROCEDURE
Deschutes County Code 22.32.040 notes that the scope of the proceeding for an application
on remand must be limited to review the issues that LUBA requires to be addressed,
although the Board may use its discretion to reopen the record where it seems necessary.
The applicant has requested the record to be reopened to address the issues identified by
LUBA, in accordance with Deschutes County Code Section 22.34.040. If the Board chooses to
reopen the record, the Board must limit it's review to the remanded issues.
Per DCC 22.34.030(A), only those persons who were parties to the proceedings before the
County as part of the File Number(s) listed above are entitled to notice and participation in
this remand hearing. Per County hearing procedures, the entirety of the record must be
before the board and can be found at the project website:
https://www deschutes org/cd/page/luba-remand-247-24-000395-247-21-001043-pa-and-
247-21-001044-zc-eden-central-properties
IV. NEXT STEPS
The Board will conduct a hearing on this item on July 24, 2024.
247-21-0001043-PA/1044-ZC (247-24-000395-A) Page 6
BOARDOF
IM
MEETING DATE: July 22, 2024
SUBJECT: Treasury Report for June 2024
ATTENDANCE:
Bill Kuhn, County Treasurer
ES C,,oG
Y& . 1 -�
DATE:
TO:
FROM:
SUBJECT:
July 22, 2024
Board of County Commissioners
Bill Kuhn, Treasurer
Treasury Report for June 2024
MEMORANDUM
Following is the unaudited monthly treasury report for fiscal year to date (YTD) as of June 30, 2024.
Treasury and Investments
• The portfolio balance at the end of June was $299.4 million, a decrease of $22.1 million from May and an increase
of $25.3 million from last year (June 2023).
• Net investment income for June was $813K, approximately $87.5K less than last month and $643K greater than
May[ 2023. YTD earnings of $9,302,495 are $4,442,696 more than the YTD earnings last year.
• All portfolio category balances are within policy limits.
• The LGIP interest rate remains at 5.20% during the month of June. Benchmark returns for 24-month treasuries
were down 5 basis points and 36-month treasuries are down 4 basis points from the prior month.
• The average portfolio yield is 3.45%, which was flat with last month's average%.
• The portfolio weighted average time to maturity is down slightly to .91 years.
��TEs co
Deschutes County
(u�C G2a
o <
Portfolio Breakdown: Par value by Investment Type
Municipal Debt $
24,825,000
8.3%
Corporate Notes
31,321,000
10.5%
Time Certificates
1,245,000
0.4%
U.S. Treasuries
104,100,000
34.8%
Federal Agencies
95,900,000
32.0 %
LGIP
6,125,730
2.0%
First Interstate (Book Balance)
35,911,119
12.0%
Total Investments $
299,427,849
100.0%
Total Portfolio: By Investment Type
First Interstate Municipal Debt
Bank 8.3 %
12.0 % Corporate Notes
10.5 %
LGIP
2.0% Time Certificates
0.4 %
Federal Agencies
32.0% _ U. S. Treasuries
34.8 %
Portfolio by Broker
$80
c
$55.2 $57.8
o $60
$40
$34.8 $36.3 $36.5
$20
$16.1
$20.8
$-
Stifel
DA
Piper Robert W Moreton Great Castle Oak
Capital
Davidson
Sandler Baird & Cc Capital Pacific
Markets Securities
Investment Income
Jun-24 Y-T-D
Total Investment Income $ 818,353 $ 9,362,495
Less Fee: $5,000 per month (5,000) 60,000
Investment Income - Net $ 813,353 9 302 495
Prior Year Comparison Jun-23 1 00,157 $ 4,859,696
U.S. Treasuries
LGIP ($59,847,000)
Federal Agencies
Banker's Acceptances
Time Certificates
Yield Percentages
Current Month
Prior Month
FIB/ LGIP 5.20%
5.20%
Investments 3.19%
3.19%
Average 3.47%
3.47%
Municipal Debt 25%
:Benchmarks
Corporate Debt 25%
24 Month Treasury 4.77 %
4.82%
LGIP Rate 5.20%
5.20%
Maturity (Years)
36 Month Treasury 4.58 %
4.62%
Max Weighted Average
2.96 0.91
Term Minimum
Actual
0 to 30 Days 10%
17.6%
Under 1 Year 25 %
56.6%
Under 5 Years 100%
100.0 %
Other'; Policy
Actual
Cor Issu p er 5%
1.61.
Callable 25 %
14.8%
Weighted Ave. AA2
AAt
Investment Activity
Purchases in Month $
-
Sales/Redemptions in Month $
11,330,000
6.00%
5.50%
5,00%
4.50%
4.00%
3.50%
3.00%
2.50%
2.00%
1.50%
1.00%
0.50%
0.00%
400,000,000
350,000,000
300,000,000
250,000,000
200,000,000
150,000,000
100,000,000
50,000,000
24 Month Historic Investment Returns
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May June
County Rate ® 2 Year Treasury Rate — Corporate Bond Rate LGIP Rate
Three Year Portfolio Balance
Jul-21 Sep-21 Nov-21 Jan-22 Mar-22 May-22 Jul-22 Sep-22 Nov-22 Jan-23 Mar-23 May-23 Jul-23 Sep-23 Nov-23 Jan-24 Mar-24 May-24
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
Five Year Maturity Distribution Schedule
......,..... ram—»... --------._-- s..e„ -
Mar-24 Jul-24 Nov-24 Mar-25 Jul-25 Nov-25 Mar-26 Jul-26 Nov-26 Mar-27 Jul-27 Nov-27 Mar-28 Jul-28 Nov-28
MEETING DATE: July 22, 2024
SUBJECT: Finance Report for June 2024
RECOMMENDED MOTION:
None --discussion item only.
BACKGROUND AND POLICY IMPLICATIONS:
The Finance Department will present the preliminary financial reports for June 2024. The
report is informational only and is intended to provide the Board of County Commissioners
with current financial information. The report will provide budget to actual comparisons
and highlight any potential issues or changes that may impact the current or future
budgets. There are no direct policy implications.
BUDGET IMPACTS:
None
ATTENDANCE:
Robert Tintle, Chief Financial Officer
MEMORANDUM
DATE: July 22, 2024
TO: Board of County Commissioners
FROM: Robert Tintle, Chief Financial Officer
SUBJECT: Finance Report for June 2024
Following is the unaudited monthly finance report for fiscal year to date (YTD) as of June 30, 2024.
Budget to Actuals Report
General Fund
• Revenue YTD in the General Fund is $44.9M or 100.9% of budget. By comparison, last year revenue YTD
was$43.3M and 99.0% of budget.
• Expenses YTD are $44.3M and 95.3% of budget. By comparison, last year expenses YTD were $43.2M and
95.0% of budget.
• Beginning Fund Balance is $14.01VI or 101.1% of the budgeted $13.8M beginning fund balance.
Z
County Wide Financial Dashboard 001 - General Fund 13 `fear Complete
Fund
Select ail
(Blank)
001 -General Fund
010 - Assmt-Clerk...
020 - Code Abate...
030 - Community ...
040 - Court Techn...
050 - Economic D...
060 - General Co...
070 - General Co...
040 - Project Dev...
120 - Lava Library
L30 - Park Acquisi...
132 - Park Develo...
Monthly GL Peri...
0
13
$11.9M
(Blank)
All Maior Funds
Budget to Actuals
Requirements Resources Beginning Working Capital Budget to Actuaks by Category
OAduals OBudget OPror�dion
Monthly Expenditures 95.0%
s511 %of last year budget
Im is
o^a
to i2
OLa,t Year A,tuak OCurrent Year Actuals
Monthly Revenues 99.0%
pap,.,; % of last near budoet
szm,i
SCIIII
10
@Last Year Actua's OCurrent Year Actuals
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, 2024.
Position Control Summary
Position Control Summary FY24
July •June
Percent
Sep
Oct
Nov
Dec
Jan
Feb
Mar
April
May
June
Unfilled
Org
Jul
Aug
Assessor
Filled
31.63
31.63
31.63
31.63
30.00
' 31.00
30.63
30.63
31.63
31.63
31.63
29.63
Unfilled
3.63
3.63
3.63
3.63
5.26
4.26
4,64
4,64
3.64
3.64
3.64
5.64
11.78%
Clerk .Filled
9.48
10.48
10.48
9.90
'9.90
10.48
10.48
10.48
10.48
10.48
10,48
10.48
Unfilled
1.00
-
-
0.58
0,58
-
-
-
-
-
-
-
1.72%
BOPTA
Filled
0.52
0,52
0.10
0.10
0.10
0.52
0.52
0.52
0.52
0.52
0.52
0,52
Unfilled
-
-
0.42
0.42
0.42
-
-
-
-
-
-
-
20.16%
DA
Filled
57.90
58.90
58.90
59.40
59.90
59.10
59.10
58.10
59.10
58.10
59.10
58.70
Unfilled
3.20
2.20
2.20
1.70
1.20
2.00
2.00
3.00
2.00
3.00
2.00
2.40
3.67%
Filled
6.50
6.50
6.50
6,50
6.50
6.50
6.50
6.50
6.50
6.50
6.50
6.50
Tax
-
-
-
-
-
0.00%
Unfilled
-
-
-
_
Veterans'
Filled
5.00
5.00
5.00
5.00
5.00
5.00
5.00
S.00
4.00
4.00
4.00
4.00
-
-
-
1.00
1.00
1.00
1.00
6.67%
Property Mgmt
Unfilled
Filled
-
2.00
-
2.00
-
2.00
-
3.00
-
3.00
3.00
3.00
3.00
3.00
3.00
3.00
3.00
Total General Fund
Unfilled
Filled
1.00
113.03
1.00
115.03
1.00
114.61
-
115.53
-
114.40
-
115.60
-
115.23
-
114.23
-
115.23
-
114.23
-
115.23
-
112.83
8.33%
5.96%
Unfilled
8.83
6.83
7.25
6.33
7.46
6.26
6.64
7.64
6.64
7.64
6.64
9.04
Justice Court
Filled
4.60
4.60
4.60
4.60
4.60
3.60
3.60
3.60
3.60
4.60
4.60
4.60
Unfilled
-
-
-
-
-
1.00
1.00
1.00
1.00
-
-
-
7.25%
Community Justice
Filled
45.00
43.00
45.00
45.00
46.00
48.00
48.00
47.00
46.00
44.00
43.00
44.00
Unfilled
4.00
6,00
4.00
4.00
3.00
1.00
1.00
2.00
3.00
5.00
6.00
5.00
7.48%
Sheriff
Filled
233.75
232.75
229.75
229.75
228.75
229.75
228.75
228.75
230.7S
229.75
228.75
227.75
Unfilled
37.25
38.25
41.25
41.25
42.25
41.25
42.25
42.25
40.25
41.25
42.25
44.25
15.19%
Houseless Effort
Filled
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
-
Unfilled
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
1.00
2.00
54.17%
Health Srvcs
Filled
381.55
376.95
378.75
383.40
384.40
386.40
390.33
395.23
397.23
388.33
385.58
381.43
Unfilled
33.25
37.85
37.05
32.60
34.60
32.60
30.68
25.78
23.78
34.68
37.43
41.58
7.99%
CDD
Filled
54,80
54.80
52,80
52.00
48.00
47.00
45.00
44.00
42.00
47.00
47.00
47.00
Unfilled
3.20
3.20
5.20
6.00
10.00
11.00
13.00
14.00
16.00
11.00
11.00
11.00
16.47%
Road
Filled
57.00
57.00
57.00
55.00
56.00
S9.00
59.00
60.00
60.00
60.00
60.00
59.00
Unfilled
5.00
5.00
5.00
7.00
6.00
3.00
3,00
2.00
2.00
2.00
2.00
3.00
6.05%
Adult P&P
Filled
33.75
33.75
3335
33.75
32.75
33.75
32.75
32.75
32.75
32,75
32.00
32.00
Unfilled
6.00
6.00
6.00
6.00
7.00
6.00
7.00
7,00
7.00
7.00
7.75
7.75
16.88%
Solid Waste
Filled
29.00
31.00
30.00
30.00
30.00
32.00
31.00
36.00
38.00
38.00
38.00
37.00
Unfilled
12.00
10.00
11.00
11.00
11.00
9.00
10.00
5.00
3.00
3.00
3.00
4.00
18.70%
Victims Assistance
Filled
6.50
7.50
7.50
9.50
9.50
9.50
9.50
9.50
9.50
9.50
9.00
8.50
Unfilled
3.00
2.00
2.00
-
-
-
-
-
-
-
0.50
1.00
7.46%
Filled
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
GIS Dedicated
-
_
-
0.00%
Unfilled
-
-
-
-
-
_
-
Fair & Expo
Filled
11.75
11.75
11.7S
10.75
10.75
10.50
11.50
12.50
13.50
13.50
13.50
13.50
Unfilled
5,75
5.75
5.75
6.75
6.75
6.00
6.00
5.00
4.00
4.00
4.00
4.00
30.50%
Resource
Filled
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
Natural
_
-
-
-
0.005,
Unfilled
-
-
-
-
-
-
_
ISF - Facilities
Filled
23.75
22.75
22.75
22.75
22.75
23.75
23.75
23.75
23.75
23.75
23.75
24.75
Unfilled
3.00
4.00
4,00
4.00
4.00
3.00
3.00
3.00
3.00
3.00
3.00
2.00
12,15%
ISF -Admin
Filled
9,75
9.75
9.75
8.75
8.7S
8.75
8.75
8.75
935
9.75
9.75
9.75
Unfilled
-
-
-
1.00
1.00
1.00
1.00
1.00
-
-
-
-
4.2751
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
ISF - BOCC
-
-
-
-
0.00%
Unfilled
-
-
-
-
-
-
-
-
ISF - Finance
Filled
12.00
12.00
12.00
12.00
12.00
12.00
12.00
11.00
11.00
13.00
13.00
12.00
Unfilled
1.00
1.00
1.00
1.00
1.00
1.00
1.00
2,00
2.00
-
-
1.00
7.6991,
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
ISF -
-
-
-
-
0.00%
Unfilled
-
-
-
-
-
-
-
-
ISF -HR
Filled
8.80
8.80
8.80
8.80
8.80
9.80
9.80
8.80
8.80
8.80
9.80
9.80
Unfilled
1.20
1.20
1.20
1.20
1.20
0.20
0.20
1.20
1.20
1.20
0.20
0.20
8.67%
ISF - IT
Filled
17.00
17.00
17.00
17.00
17.00
17.00
17.00
17.00
17.00
18.00
18.00
18.00
Unfilled
-
-
-
-
-
1.00
1.00
1.00
1.00
-
-
-
1.905
Filled
3.25
3.25
3.25
3.25
3.25
3.25
3.25
3.25
3.25
3.25
3.25
3.25
ISF - Risk
_
-
_
-
0.00°
Unfilled
-
-
-
-
-
_
911
Filled
53.00
55.00
55.00
54.57
54.57
56.10
56.10
53.53
53.53
55.53
55.15
55.15
Unfilled
7.00
5,00
5.00
5.43
5.43
3.91
3.91
6.48
6.48
4.48
4.85
4.85
8.72°
Total:
Filled
1,113.28
1,111.68
1,109.06
1,111.40
1,107.27
1,120.75
1,120.30
1,124.63
1,130.63
1,128.73
1,124.35
1,114.30
Unfilled
131.48
133.08
136.70
134.56
141.69
128.22
131.67
127.34
121.34
125.24
129.61
140.66
Total
1,244.76
1,244.76
1,245.76
1,245.96
1,248,96
1,248.96
1,251.96
1,251.96
1,251.96
1,253.96
1,253.96
1,254.96 A
Unfilled
10.56%
10.69%
10.97%
10.80%
11.34%
10.27%
10.52%
10.17%
9.69%
9.99%
10,34%
11.21%
10.S5°
A 1.0 FTE increase in Sheriff's Office - Oregon Criminal Justice Commission grant/Deputy Sheriff, Corrections
`\-\V't E 5 COG
y Budget to Actuals -Total Personnel and Overtime Report
o < FY24 YTD June 30, 2024
Total Personnel Costs
Budgeted
Actual
Projected
Projection
Personnel
Personnel
Personnel
(Over) / Under
Fund
Costs
Costs
Costs
Budget
001 -General FUncl
030 - Juvenile
160/170 - TRT
200 - ARPA
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 - All Other Funds
Total
I /,U07,U77 Y
10,407,/7u Y
1o,O.",V .p
O , -
6,852,966
6,246,138
6,355,794
497,172
228,267
227,323
228,267
-
928,596
868,357
(5,036,026)
5,964,622
652,767
628,209
644,066
8,701
47,515,968
43,731,501
43,042,471
4,473,497
52,118,863
50,006,681
51,884,985
233,878
8,219,303
7,039,281
7,065,608
1,153,695
8,406,468
8,287,454
8,465,474 ®
(59,006)
5,767,511
5,107,293
5,143,010
624,501
4,108,983
3,850,354
3,971,732
137,251
1,646,951
1,540,311
1,572,750
74,201
276,531
183,190
188,143
88,388
91,328
88,110
90,988
340
452,463
447,743
459,534 ®
(7,071)
9,032,045
8,481,482
8,669,500
362,545
16,316,342
14,927,439
16,240,042
76,300
$ 180,300,447 $
168,150,657 $
165,848,957 $
14,451,490
Overtime
Budgeted OT
Actual
OT
(Over)/
Under Budget
$ /L,t;uu $ z 1,-1 /4 Y .. I,uzo
50,000 95,371 Q (45,371)
1,989,500 2,583,729 ® (594,229)
200 114,243 0 (114,043)
38,000
18,337
19,663
100,000
204,166 ®
(104,166)
9,000
8,907
93
95,000
88,887
6,113
40,000
87,876 ®
(47,876)
-
1,249 ®
(1,249)
5,500
3,345
2,155
445,000
291,360
153,640
38,000
40,375
(2,375)
$ 2,883,000 $
3,559,019 $
(676,019)
vTE5C0G2� Budget to Actuals - Countywide Summary
All Departments
FY24 YTD June 30, 2024 (unaudited)
RESOURCES
001 - General Fund
030 - Juvenile
1601170 - TRT
200 - ARPA
220 - Justice Court
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
100.0%
Year Complete
Fiscal Year 2023 I Fiscal Year 2024 I
Budget Actuals % Budget Actuals % Projection %
43,472,708
43,034,834
99%
1,010,203
1,050,931
104%
13,631,282
12,748,688
94%
105,186
14,955,890
999%
525,032
518,001
99%
49,577,055
50,672,726
102%'
57,787,985
55,638,108
96%
I
11,675,519
9,455,886
81%
24,889,063
25,698,009
103%
6,134,018
6,295,372
103%
1,943,063
782,549
40%
14,503,499
13,899,874
96%
1,738,534
2,260,708
130%
1,969,380
2,359,790
120%
7,414
317,269
999%
642,252
579,826
90%
6,298
21,589
343% i
3,311,477
3,297,596
100% 1
23,658,700
25,492,341
108%
13,744,678
14,120,981
103%
62,651,873
65,511,028
105%
44,408,216
1,014,168
12,751,790
14,458,597
525,540
58,558,288
60,343,687
10,460, 840
26,673,711
5,535,606
2,179,426
15,995,411
2,343,500
2,324,117
64,800
530,800
34,300
3,714,303
30,654,045
14,034,323
81,793,214
44,825,259
101%
I
862,606
85% i
12,485,782
98%
9,814,729
68%
I
529,969
101%
59,839,080
102% i
63,679,083
106%
I
8,523,498
81%
I
26,473,170
99%
I
5,907,709
107%
3,127,563
144%
17,711,141
111%
2,804,729
120%
2,457,294
106%
225,047
347%
537,451
101%
45,518
133%
3,811,731
103%
30,890,105
101%
13,908,199
99%
67,182,814
82%
TOTAL RESOURCES 332,985,219 348,711,997 105% 1 388,398,682 375,642,476 97%
45,434,060
102%
1,065,815
105%
12,486,413
98%
9,814,730
68%
529,969
101%
59,930,346
102%
72,747,748
121%
8,602,776
82%
27,142,565
102%
5,912,773
107%
3,159,631
145%
17,711,145
111%',
2,808,731
120%
2,460,299
106%
225,047
347%
537,451 101%
45,518 133%
3,910,243 105%
31,462,954 103%
14,320,731 102%
83,523,453 102%
403,832,397 104%
uTES C
o`� °G�� Budget to Actuals - Countywide Summary
All Departments
FY24 YTD June 30, 2024 (unaudited)
REQUIREMENTS
001 - General Fund
030 - Juvenile
160/170 - TRT
200 - ARPA
220 - Justice Court
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
100.0%
Year Complete
Fiscal Year 2023
Fiscal Year 2024
Budget
Actuals
%
Budget
Actuals
%
Projection
%
24,337,373
23,057,601
95% '
25,420,807
23,241,808
91% ?
? 24,512,681
96% i
7,928,538
7,497,365
95%
8,481,279
7,705,849
91%
7,866,176
93%
13,123,218
11,822,231
90% `
6,902,223
6,794,532
98% '
6,831,349
99%
i
23,129,361
14,662,784
63% 1
9,837,656
3,678,506
37% ?
3,750,812
38%
766,183
742,697
97%
828,370
797,415
96%
814,669
98%
! 60,415,533
58,373,715
97%
65,641,097
57,597,664
88% !
61,168,600
93%
70,979,127
62,912,108
89% `:
72,307,648
64,353,152
89%
? 67,863,049
94%
11,233,304
9,466,620
84%
10,269,561
8,671,257
84% `
8,729,904
85%
16,188,996
13,822,550
85% '
17,124,761
15,536,613
91% i
16,605,503
97%
i
7,575,910
6,790,874
90%
7,576,032
6,848,547
90% '
7,046,309
93%
i 28,387,166
16,897,136
60% `
24,142,169
21,358,145
88% i
24,142,169
100%
11,754,672
10,769,061
92%
14,404,534
13,088,235
91% i
i
13,866,063
96%
3,098,054
3,330,291
107% ;
3,734,327
3,748,153
i
100% 1
3,798,585
102%
1,972,030
2,067,492
105% !
2,582,856
2,380,980
92% !
2,398,713
I
93%
870,000
483,310
56%
1,090,000
440,932
40%
440,933
40%
594,181
100,000
5,887,806
31,769,217
17,709,497
108,884,843
498,157 84%
5,532 6%
2,915,728 50%
30,688,534 97%
13,390,020 76%
63,570,653 58%
617,131 524,874 85%
174,000 45,252 26%
4,744,447 4,179,723 88%
35,687,213 31,931,356 89%
15,113,760 13,174,017 87%
93,331,824 59,206,111 63%
527,786 86%
45,252 26%
4,250,003 90%
34,820,938 98%
14,751,215 98%
81,948,670 88%
TOTAL REQUIREMENTS 446,705,009 353,764,458 79% ! 420,011,695 345,303,120 82% i ? 386,179,380 92%
v(ES �
o`� 0
G2� Budget to Actuals - Countywide Summary �oo.o�
All Departments Year Complettee
FY24 YTD June 30, 2024 (unaudited)
Fiscal Year 2023 Fiscal Year 2024
TRANSFERS Budget Actuals % Budget Actuals % Projection %
001 - General Fund
(20,871,416)
(19,890,038)
95%
030-Juvenile
6,452,997
6,452,997
100%'
160/170 - TRT
i
(6,021,446)
(5,874,627)
98%
200 - ARPA
-
-
i
220 - Justice Court
263,217
224,696
85%
255 - Sheriff's Office
i
3,448,587
3,449,109
100%'
274 - Health Services
8,007,942
5,850,465
73%
295 - CDD
(911,585)
(835,505)
92%
325 - Road
(12,330,136)
(12,330,136)
100%
355 - Adult P&P
267,532
267,532
100%
465 - Road CIP
i
14,230,313
12,238,662
86%
610 -Solid Waste
(5,299,665)
(3,453,962)
65%
615 - Fair & Expo
704,127
621,827
88%
616 - Annual County Fair
(156,706)
(156,706)
100%
i
617 - Fair & Expo Capital
1,149,827
1,113,829
97%
Reserve
618 - RV Park
(81,566)
(81,566)
100%
619 - RV Park Reserve
i
261,750
261,566
100%'
670 - Risk Management
(3,500)
(3,500)
100%
705 - 911
(59,900)
(59,900)
100%
999 - Other
10,959,373
12,205,258
111 %
TOTAL TRANSFERS
(20,963,314)
(20,942,977)
100%
(20,066,415)
96%
6,678,013
6,678,013
100%
6,678,013
100%
(8,575,254)
(7,128,829)
83%
(8,182,427)
i
95%
(5,022,145)
(400,000)
8%
1
(400,000)
8%
364,688
364,688
100%
364,688
100%
3,377,587
3,380,929
100% '
3,377,587
100%
8,026,456
6,512,034
81% i
6,079,205
76%
466,530
(195,589)
-42% ?
(195,589)
-42%
(12,700,000)
(12,700,000)
100%
(12,700,000)
100%
510,950
525,950
103% ;
525,950
103%
12,500,000
10,000,000
80%
i
12,500,000
100%
(1,703,962)
(2,613,962)
153%
(1,703,962)
100%
875,681
1,028,246
117%
1,007,882
115%
(34,503)
(34,503)
100%
(34,503)
100%
824,187
671,622
81% '
662,895
80%
128,436
128,436
100% '
128,436
i
100%
51,564
51,564
100%
51,564
100%
(503,459)
(493,787)
98%
(503,459)
100%
15,698,545
15,168,165
97% 1
12,410,135
79%
O�-\V"CESCpG�{ Budget to Actuals - Countywide Summary
All Departments
FY24 YTD June 30, 2024 (unaudited)
ENDING FUND BALANCE
001 - General Fund
030 - Juvenile
160/170 - TRT
200 - ARPA
220 - Justice Court
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
100.0%
Year Complete
Fiscal Year 2023
Fiscal Year 2024
Budget
Actuals
%
Budget
Actuals
Projection
%
11,239,637
13,984,329
124%
11,850,095
14,624,804
14,839,293
i
125%
I
634,663
1,528,688
241%
710,902
1,363,458
1,406,340
198%'
4,000,000
4,527,362
113%
1,801,675
3,089,783
2,000,000
111%
-
401,204
999% i
-
6,137,428 !
6,065,122
999%
i
22,066
-
0%
61,858
97,241
79,988
129% I
7,024,650
11,001,214
157% :
7,295,992
16,623,559 ?
13,140,547
180%
6,045,519
12,519,113
207% ?
7,480,011
18,357,079
23,483,018
314%
1,627,134
1,322,717
81%
1,975,730
979,370
1,000,000
51%
i
2,262,898
7,351,679
325%
2,370,201
5,588,236
5,188,741
219%
1,925,640
3,010,934
i
156% ?
1,470,524
2,596,046
2,403,348
163%
12,334,484
23,347,907
189%
9,549,637
15,117,325
14,865,369
156%
556,359
2,743,514
493% 1
2,303,300
4,752,457
4,884,634
212%
315,960
547,764
173%
32,617
632,585
565,791
999%
225,358
521,447
231%
228,205
563,258
548,530
240%
1,587,183
2,757,229
174%
2,391,825
3,212,966
3,204,238
134%
82,920 166,640 201 %
1,340,766 1,469, 559 110%
5,107,351 9,323,307 183%
3,815,139 6,107,998 160%
8,926,080 13, 393,950 1500/
56, 596, 539 109,244,434 1930/,
135,220 307,653
1,284, 317 1,521,389
6,466,397 8,461,528
1,074,575 5,066,747
12,122,906 14,128,132
104,968,103 132,030,218
TOTAL FUND BALANCE 125,670,346 225,270,989 179% 1 175,574,090 255,251,261
304,740 225%
i
1,521,389 118%
8,480,087 131%
2,750,013 256%
12,963,466 107%
116,945,971 111%
236,640,625 135%
V'(ES COG2< Budget to Actuals Report
General Fund -Fund 001 100.0%
FY24 YTD June 30, 2024 (unaudited) Year Complete
Fiscal Year 2023 Fiscal Year 2024
RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance
Property Taxes - Current
Property Taxes - Prior
Other General Revenues
Assessor
Clerk
BOPTA
District Attorney
Tax Office
Veterans
Property Management
Non -Departmental
TOTAL RESOURCES
REQUIREMENTS
34,467,173
34,606,785 100%
37,400,000
38,160,244 102%: ;
38,160,245 102%
301,000
334,760
111%
318,000
386,910 122%
388,905 122%
3,591,874
4,310,996
120%
3,480,844
3,605,674 104% °
3,834,662 110%
964,246
713,767
1
74%
775,350
584,395 75%
775,350 100%
2,298,566
1,451,801
63%
1,259,595
1,229,503 98%
1,237,770 98%
14,588
9,434
65%
10,200
7,543 74% !
10,200 100%
1,183,942
1,089,499
92%
552,048
514,778 93%
552,048 100%
221,483
120,714
55%
136,000
112,745 83%
136,000 100%
214,836
182,018
85%
261,179
145,836 56%
261,179 100%
I
215,000
2159058
i
100%
215,000
70,000 33%
70,000 33% °
_
_
I
-
7,630 I I
7,700
43,472,708
43,034,834
99%
44,408,216
44,825,259 101% ;
45,434,060 102% ;
760,245: A
70,905!
353,818
I
(21,825);
A
B
(145,000); C
7,7W
, 1025,844;
Budget Actuals % Budget Actuals % Projection % $ Variance
Assessor
5,910,478
5,399,847
91%
6,189,597
5,472,357
88% _
5,713,415
92%
476,182: D
Clerk
2,432,710
2,098,659
86%
2,351,515
2,045,578
87% !
!
2,266,903
96%
84,6121 E
BOPTA !
92,177
82,488
° !
89 /o �
97,522
77,900
80% �
83,252
85% �
14,270- F
�
District Attorney
10,979,839
10,906,691
1
99%
!
11,636,672
10,925,822
94%
11,468,555
99%
168,117! G
I
Medical Examiner
438,702
320,660
73%
461,224
357,704
78%
461,224
100%
i
Tax Office �
905,262
834,177
92%
940,770
852,322
91%
901,0 80
96%
39,690, H
I
Veterans
809,390
758,902
94%
934,283
848,171
91% a �
! I
931,171
100%
3,112! I
Property Management
508,359
418,433
82%
539,558
497,588
92%
'
511,665
95%
27,893; J
I
Non -Departmental
2,260,456
2,237,744
99%
2,269,666
2,164,367
95% _
2,175,416
96%
94,250
TOTAL REQUIREMENTS ;
24,337,373
235057,601
95% ;
25,420,807
23,241,808
91% ;
24,512,681
96%
908,126:
TRANSFERS
Budget
Actuals %
Budget
Actuals %
Projection % $ Variance
Transfers In
260,000
260,439 100%
103,790
103,790 100%
103,790 100% K
Transfers Out
(21,131,416)
(20,150,477) 95%
(21,067,104)
(21,046,767) 100%
(20,170,205) 96% tr 896,899! L
TOTAL TRANSFERS
; (20,871,416)
(19,890,038) 95%
(20,963,314)
(20,942,977) 100% ;
(20,066,415) 96% 896,899:
FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance
Beginning Fund Balance 12,975,718
13,897,135 107% 13,826,000
13,984,330 101% 13,984,330 101% 158,330-
!
Resources over Requirements 19,135,335
19,977,233
18,987,409
21,583,451 20,921,379 1,933,970!
I
Net Transfers - In (Out) (20,871,416)
(19,890,038)
(20,963,314)
(20,942,977) (20,066,415) 896,899;
TOTAL FUND BALANCE $ 11,239,637
$ 13,984,330 124%
; $ 11,850,095
$ 14,624,804 123% ; $ 14,839,293 125% ; $2,989,198:
A Current year taxes received primarily in November, February and May; actual FY23-24 TAV is 5.59% over FY22-23 vs. 4.90% budgeted.
B Oregon Dept. of Veteran's Affairs grant reimbursed quarterly
C Due to the USSC Tyler v. Hennepin ruling on foreclosed property proceeds, Property Management will not receive the anticipated $145,000.
D Projected Personnel savings based on FY24 average vacancy rate of 11.8%
E Projected Personnel based on vacancy savings to date
F Projected Personnel based on vacancy savings to date
G Projected Personnel savings based on FY24 average vacancy rate of 3.7%
H Projected Personnel based on vacancy savings to date
I Projected Personnel based on overage to date
J Projected Personnel based on vacancy savings to date
K Final payment to the General Fund from Finance Reserves for ERP Implementation
L Estimating Behavioral Health will return approximately $850K of County General Funds in FY24.
Q`�viES�pG2� Budget to Actuals Report
Juvenile - Fund 030
FY24 YTD June 30, 2024 (unaudited)
100.0%
Year Complete
Fiscal Year 2023 1
Fiscal Year 2024
RESOURCES
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
OYA Basic & Diversion
525,049
459,333 87%
476,611
334,513 70% a e
a °.
477,422 100%
811, A
ODE Juvenile Crime Prev
123,000
107,720 88%
106,829
73,988 69%
100,000 94%
(6,829)1 B
Leases
86,000
90,228 105% =
90,228
93,840 104% : a
93,840 104% !
3,612, C
Gen Fund -Crime Prevention
89,500
89,500 100% °
89,500
89,500 100% _
89,500 100%
Inmate/Prisoner Housing
55,000
127,050 231%
75,000
105,300 140%
105,300 140%
30,3W D
Miscellaneous
42,500
66,375 156%
56,500
44,852 79%
65,000 115%
8,500! E
DOC Unif Crime Fee/HB2712
�
49,339
B
50,462 102% =
52,000
40,019 77% a
52,000 100%!
-
Interest on Investments
6,815
29,441 432% ;
37,500
54,078 144%
54,078 144% =
16,578
OJD Court Fac/Sec SB 1065
15,000
12,420 83%
15,000
11,384 76% �
' a
13,000 87%
(2,000)a F
Food Subsidy
10,000
a
13,116 131%
10,000
°
11,458 115/0 .
12,000 120%
2,000, G
Contract Payments
8,000
5,285 66%
5,000
3,675 74%
3,675 74%
(1,325)- H
TOTAL RESOURCES
1,010,203
1,050,931 104% ;
1,014,168
862,606 85% ;
1,065,815 105% ;
51,647;
REQUIREMENTS
Budget
Actuals
%
Budget
Actuals
%
Projection
%
$ Variance
Personnel Services
6,292,271
5,995,923
95%
6,852,966
6,246,138
91%
6,355,794
93%
497,172- 1
Materials and Services
1,527,992
1,394,956
91%
1,599,048
1,430,446
89%
1,481,117
93%
117,931, J
Capital Outlay
108,275
106,487
98% a
29,265
29,265 100% °
29,265 100%
K
TOTAL REQUIREMENTS
7,928,538
7,497,365
95%
8,481,279
7,705,849
91% ; ;
7,866,176
93%
615,103:
TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance
Transfers In- General Funds 6,529,064
6,529,064 100% 6,798,630
6,798,630 100%
6,798,630 100%
Transfers Out � -
45,000
- ( )
( 45,000 ) 100%
,100%
45000
( )
Transfers Out=Veh Reserve (76,067)
(76,067) 100% (75,617)
(75,617) 100%
(75,617) 100%
TOTAL TRANSFERS 6,452,997
6,452,997 100% ; 6,678,013
6,678,013 100% ; ;
6,678,013 100% ;
FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance
Beginning Fund Balance
1,100,001
1,522,125 138%
1,500,000
1,528,688 102% _
1,528,688 102% 28,6W
Resources over Requirements
(6,918,335)
(6,446,434)
(7,467,111)
(6,843,243)
(6,800,361) 666,750!
a
Net Transfers - In (Out)
6,452,997
6,452,997
6,678,013
6,678,013
6,678,013
TOTAL FUND BALANCE
$ 634,663
$ 1,528,688 241% ;
$ 710,902
$ 1,363,458 192% ;
$ 1,406,340 198% ; $695,438.
A Final State Grant allocation for 23-25 Biennium
B Final State Grant allocation for 23-25 Biennium: anticipating using more of funds in FY25 than FY24.
C Lease rate higher than orginally budgeted.
D Out of county utlization icreased and likely on track with budgeted revenue. Flucuates depending on other County needs.
E Processed more expungements than orginally anticipated.
F Based on fees and current trends.
G Received more oregon department of education school lunch funding than anticipated.
H Less community service contract projects.
I Projected Personnel savings based on FY24 average vacancy rate of 7.5%
j Materials and services projections based on current spending trends.
K Detention security upgrade project. Additional technology and upgrade requirements.
ESC-0& Budget to Actuals Report
TRT - Fund 160/170
100.0%
FY24 YTD June 30, 2024 (unaudited)
Year Complete
Fiscal Year 2023
Fiscal Year 2024
RESOURCES Budget Actuals %
Budget
Actuals %
Projection
% $ Variance
Room Taxes 13,580,874 12,652,871 93%
12,630,000
12,372,463 98% ;
12,373,000
98% (257,000)= A
Interest on Investments 50,408 95,656 190% a
121,790
112,678 93%
112,768
93% (9,022)
Miscellaneous - 161 a
-
641 s
645
645
TOTAL RESOURCES 13,631,282 12,748,688 94%
12,751,790
12,485,782 98% ;
12,486,413
98% ; (265,377);
REQUIREMENTS
Budget
Actuals
%
Budget
Actuals
%
COVA
3,675,886
3,417,576
93% a
3,378,641
3,312,662
98%
Grants & Contributions
i
5,600,000
4,600,000
82%
3,000,000
3,000,000
100%
Administrative
225,508
183,956
82%
262,395
234,533
89%
i
Interfund Charges
3,574,573
3,574,573
100%
213,587
213,587
100% °
d
Software
47,251
46,125
98% =
47,600
33,750
71% '
a
TOTAL REQUIREMENTS
13,123,218
11,822,231
90%
6,902,223
6,794,532
98% ,
TRANSFERS Budget Actuals % Budget Actuals %
Projection % $ Variance
3,307,767 98% 70,874- B
3,000,000 100% C
262,395 100%
� o
213,587 100%
e e
47,600 100%
a
6,831,349 99% ; 70,874:
Projection % $ Variance
Transfer Out - RV Park
(20,000)
(20,000)
100%
(20,000)
(20,000)
100% _
(20,000)
100%
Transfer Out - Annual Fair
(75,000)
(75,000)
100% !
(75,000)
(75,000)
100%
(75,000)
100%
Transfer Out - Justice Court
(263,217)
(224,696)
85%
(364,688)
(364,688)
100% _
(364,688)
100%
Transfer Out - Health
(418,417)
(418,417)
100%
(368,417)
(368,417)
100% ;
(368,417)
100%
Transfer Out - F&E Reserve
(501,683)
(465,685)
93%
(462,119)
(462,119)
100%
(453,392)
98%
8,727- D
Transfer Out - General County
-
,
(723,720)
(723,720)
100%
(1,806,408)
250%
(1,082,688)! E
Reserve
Transfer Out - F&E
(1,091,342)
(1,019,042)
93%
(1,009,023)
(1,009,023)
100%
(988,659)
98%
20,364:
Transfer Out - Courthouse Debt
i
(1,900,500)
(454,075)
24% '
(454,076)
24%
1,446,424 F
Service
;
Transfer Out - Sheriff
(3,651,787)
(3,651,787)
100%
(3,651,787)
(3,651,787)
100%
(3,651,787)
100%
-
TOTAL TRANSFERS
(6,021,446)
(5,874,627)
98% ;
(8,575,254)
(7,128,829)
83% ;
(8,182,427)
95%
392,827:
FUND BALANCE
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
Beginning Fund Balance
9,513,382
9,475,532 100% =
4,527,362
4,527,362 100% _
4,527,362 100%
01
Resources over Requirements
508,064
926,457
5,849,567
5,691,250
5,655,064
(194,503)
Net Transfers - In (Out)
(6,021,446)
(5,874,627)
(8,575,254)
(7,128,829) '
(8,182,427)
392,827-
TOTAL FUND BALANCE ;
$ 4,000,000
$ 4,527,362 113% ;
$ 1,801,675
$ 3,089,783 171% ; ;
$ 2,000,000 111% ;
$198,325;
A Room tax revenue down 2.2% from FY23
B Payments to COVA based on a percent of TRT collections
C Includes contributions of $2M to Sunriver Service District and $1M to Mt. Bachelor
D The balance of the 1 % F&E TRT is transferred to F&E reserves
E Includes the amount from the reduction in first year debt service and reserved for future debt payments, less adjustment for the decrease in
revenues.
F First year debt service and bond issuance costs are lower than originally estimated during FY24 budget development.
o`�V(ES C,0 Budget to Actuals Report
ARPA - Fund 200
FY24 YTD June 30, 2024 (unaudited)
100.0%
Year Complete
Fiscal Year 2023 1
Fiscal Year 2024
RESOURCES
Budget Actuals %
Budget
Actuals %
Projection % $ Variance
State & Local Coronavirus Fiscal :
14,662,784
9,516,992
9,516,992 100% ;
9,516,992 100%
Recovery Funds
Local Assistance & Tribal
- -
4,622,145
- 0%
- 0% _ (4,622,145)a
Consistency
Interest on Investments
105,186 293,106 279% ;
319,460
297,738 93% ;
297,738 93% (21,722)-
TOTAL RESOURCES
105,186 14,955,890 999% ;
14,458,597
9,814,729 68%
9,814,730 68% (4,643,867);
REQUIREMENTS
Budget
Actuals
%
Budget
Actuals
%
Projection
%
$ Variance
Services to Disproportionately
15,394,824
11,733,287
76%
6,538,263
2,164,421
33%
2,119,812
32%
4,418,451-
Impacted Communities
Administrative
4,317,328
144,531
3%
1,719,694
140,746
8%
200,000
12%
1,519,694,
Infrastructure
1,634,710
860,474
53%
766,410
832,816
109% ° '
831,000
108%
(64,590)[
Public Health'
882,922
997,337
113%
560,926
390,523
70%
450,000
80%
110,92&
Negative Economic Impacts
899,577
927,155 103% -
252,363
150,000
59%
150,000
59%
102,363
TOTAL REQUIREMENTS ;
23,129,361
14,662,784
63%
9,837,656
3,678,506
37%
3,750,812
38% ;
6,086,844:
TRANSFERS
Budget
Actuals
%
Budget
Actuals
%
Projection
%
$ Variance
Transfers Out
-
-
(5,022,145)
(400,000)
8%
(400,000)
8%
4,622,145,
TOTAL TRANSFERS
(5,0229145)
(400,000)
8%
(400,000)
8% ;
4,622,145:
FUND BALANCE Budget- Actuals % Budget Actuals % Projection % $ Variance
Beginning Fund Balance ! 23,024,175 108,098 0% 401,204 401,204 100% 401,204 100% 0°
Resources over Requirements (23,024,175) 293,106 4,620,941 6,136,224 s 6,063,918 ! 1,442,977'
0
Net Transfers - In (Out) - - (5,022,145) (400,000) s (400,000) 0 4,622,145-
TOTAL FUND BALANCE a $ 401,204 999% ; - $ 6,137,428 999% ; ; $ 6,065,122 999% ; $6,065,122:
Q`��jEs ` °G2� Budget to Actuals Report
Justice Court - Fund 220 100.0%
FY24 YTD June 30, 2024 (unaudited) Year Complete
Fiscal Year 2023 Fiscal Year 2024
RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance
Court Fines & Fees 525,000 517,489 99% 0 525,000 528,051 101% ; 528,051 101% = 3,051-
Interest on Investments
32 513 999% ° 540 1,917 355% ° 1,917 355% a 11377
TOTAL RESOURCES 525,032 518,001 99% ; 525,540 529,969 101% ; 529,969 101% ; 4,429;
REQUIREMENTS
Budget
Actuals
%
Budget
Actuals
%
Projection %
$ Variance
Personnel Services
604,648
592,149
98%
652,767
628,209
96% _
644,066 99%
8,701�
Materials and Services
161,535
150,549
93%
175,603
169,206
96%
170,603 97%
5,000! A
TOTAL REQUIREMENTS ;
766,183
742,697
97% ;
828,370
797,415
96% ;
814,669 98% ;
13,701:
TRANSFERS
Budget
Actuals
%
Budget
Actuals
%
Projection %
$ Variance
Transfers In -TRT
263,217
224,696
85%
364,688
364,688 100%
364,688 100%
TOTAL TRANSFERS
263,217
224,696
85% ;
364,688
364,688 100% ;
364,688 100% ;
Resources over Requirements
(241,151)
(224,696)
I
(302,830)
(267,447)
(284,700)
18,130:
�
Net Transfers - In (Out)
�
263,217
224,696
o
364,688
364,688
ee
364,688
TOTAL
$ 22,066
-
0%
$ 61,858
$ 97,241
157% ; ;
$ 79,988 129% ;
$18,130:
A One time yearly software maintenance fee paid in July for entire fiscal year
ES c0G�< Budget to Actuals Report
Sheriff's Office -Fund 255 100.0%
FY24 YTD June 30, 2024 (unaudited) Year Complete
Fiscal Year 2023 Fiscal Year 2024
RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance
LED #1 Property Tax Current
30,282,049
LED #2 Property Tax Current
I
13,400,541
Sheriffs Office Revenues
5,307,630
LED #1 Property Tax Prior
I
330,000
LED #1 Interest
89,119
LED #2 Property Tax Prior
I
145,000
LED #2 Interest
22,716
TOTAL RESOURCES
49,577,055
REQUIREMENTS
Digital Forensics
1
Concealed Handgun Licenses
Rickard Ranch
Sheriff's Services
Civil/Special Units
Automotive/Communications
Detective
Patrol
Records
I
Adult Jail
Court Security
Emergency Services
Special Services
I
Training
i
Other Law Enforcement
Non - Departmental
r
TOTAL REQUIREMENTS ;
Budget
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
60,415,533
30,424,303 100%
1
13,405,210 100%
6,093,977 115%
c
277,442 84%
283,971 319%
114,469 79%
73,353 323%
50,672,726 102%
Actuals %
856,836 106%
345,454 103% o
278,671 105%
5,196,628 89%
I
1,102,770 94%
3,635,006 97%
4,105,995 115%
14,858,735 100%
687,442 76%
I
20,842,708 91%
I
598,098 141% o
545,477 66% o
2,374,496 116%
1,986,740 104%
958,658 117%
- 0%
38,006,062 38,050,896 100% 38,050,896 100% 44,834: A
15,189,654 15,207,285 100% : 15,207,285 100% 17,631- B
4,583,572 5,439,937 119% a a 5,531,201 121% = 947,629e
330,000 333,126 101% 333,126 101% 3,1260
264,000 515,925 195% 515,925 195% = 251,925=
120,000 141,925 118% 141,925 118% 21,925e
65,000 149,987 231% 149,987 231% ° 84,987=
58,558,288 59,839,080 102% ; ; 59,930,346 102% ; 1,372,058:
Budget Actuals % Projection % $ Variance
1,221,145
624,277
334,232
5,771,949
1,019,021
4,574,918
4,773,538
16,270,641
855,590
23,784,474
600,590
808,931
2,779,458
1,537,498
634,835
50,000
58,373,715 97% ; 65,641,097
1,238,973
101% _
1,333,895 109%
(112,750)a
435,159
70% '
463,496
74%
160,781a
300,880
90% _
387,055
116%
(52,823)!
5,190,378
90% a I
5,340,863
93%
431,086�
1,043,012
102%
1,077,376
106%
(58,355)=
3,998,585
87%
4,492,281
98%
82,637a
4,051,987
85% a I
4,283,807
90% a
489,731a
14,060,987
86%
15,837,610
97%
433,031
685,980
80% I
710,403
83%
145,187
20,418,335
86% I
20,562,118
86%
3,222,356�
560,305
93% I
580,920
97%
19,670!
633,331
78% I
712,922
88%
96,009!
2,851,889
103%
2,857,618
103%
(78,160)
1,192,820
78% '
1,394,231
91%
143,267
935,043
147% m
1,084,005
171%
(449,170);
-
0%
50,000
100%
57,597,664 88% ; 61,168,600 93% ; 4,472,497:
TRANSFERS
Budget
Actuals %
Budget
Actuals %
Projection
% $ Variance
Transfer In -TRT
3,651,787
3,651,787 100%
3,651,787
3,651,787 100%
3,651,787
100% a
Transfer In - General Fund
70,000
70,000 100%
Transfers Out �
-
-
6,500
( )
500 1( )00%
6,,
6500
( )
100%
Transfers Out - Debt Service I
(273,200)
(272,678) 100%
(267,700)
, ,
(264,358) 99%
(267,700)
100%
TOTAL TRANSFERS
3,448,587
3,449,109 100% ;
3,377,587
3,380,929 100% ;
3,377,587
100% ;
FUND BALANCE Budget Actuals % Budget
Beginning Fund Balance 14,414,541 15,253,094 106% 11,001,214
Resources over Requirements (10,838,478) (7,700,989) ; (7,082,809)
Net Transfers - In (Out) 3,448,587 3,449,109 3,377,587
TOTAL FUND BALANCE : $ 7,024,650 $ 11,001,214 157% ; $ 7,295,992
A Current year taxes received primarily in November, February and May
B Current year taxes received primarily in November, February and May
Actuals % Projection % $ Variance
11,001,214 100% 11,001,214 100% 01
2,241,416 (1,238,254) 5,844,555!
3,380,929 3,377,587
I 1 I I
$ 16,623,559 228% ; $ 13,140,547 180% ; $5,844,555:
h<�V1ES CpG�a Budget to Actuals Report
Health Services - Fund 274
FY24 YTD June 30, 2024 (unaudited)
RESOURCES
State Grant
OHP Capitation
State Miscellaneous
OHP Fee for Service
Local Grants
Environmental Health Fees
Federal Grants
Patient Fees
Other
State - Medicaid/Medicare
Medicaid
Vital Records
Interest on Investments
State - Medicare
Liquor Revenue
State Shared- Family Planning
Interfund Contract- Gen Fund
Divorce Filing Fees
TOTAL RESOURCES
100.0%
Year Complete
Fiscal Year 2023
1
Fiscal Year 2024
Budget
Actuals
%
Budget
Actuals %
Projection %
$ Variance
22,223,536
18,578,578
84%
23,757,820
25,716,110 108% ;
33,053,456 139%
9,295,63&
12,882,624
12,088,181
a
94%
16,494,114
16,623,595 101% � !
17,440,057 106% =
945,943!
8,901,719
7,751,386
o
87%
5,793,079
4,493,401 78%
5,044,484 87% !
(748,595)!
3,232,620
5,287,409
164%
4,947,581
5,424,174 110% !
5,544,005 112%
596,424
2,332,031
2,054,936
88%
1,567,894
2,251,846 144%
2,048,229 131%
480,335
i
1,238,499
1,335,280
108% '
1,478,906
1,471,934 100%
! !
1,497,712 101%
!
18,80&
2,615,634
2,390,105
91% !
1,440,560
952,286 66%
1,368,863 95%
(71,697)!
615,644
748,534
122%
1,087,790
827,777 76%
845,601 78% !
(242,189)!
i
1,169,317
i
1,976,339
e
169% ,
1,061,371
2,204,446 208%
1,973,220 186%
911,849!
807,530
1,197,300
t
148%
1,034,491
1,048,056 101%
1,090,571 105% !
56,080!
430,863
746,146
173%
431,000
1,072,533 249%
1,109,753 257%
678,753!
300,000
354,158
118% =
315,000
332,381 106%
334,388 106%
19,388!
97,750
390,781
400% ,
262,007
737,122 281%
737,122 281%
475,115!
337,614
234,401
69%
209,500
276,767 132 /o
280,293 134%
70,793!
177,574
161,412
91%
177,574
171,235 96%
177,574 100%
' 125,000
152,985
a
122%
158,000
75,420 48%
e
75,420 48%
(82,580)!
127,000
127,000
100%
127,000
- 0%
127,000 100%
173,030
63,178
37%
-
-
57,787,985
55,638,108
96%
60,343,687
63,679,083 106% ; ;
72,747,748 121% ;
12,404,061;
REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance
Administration Allocation
-
-
4,984
-
0% ; ;
- 0%
4,984-
Personnel Services
50,658,752
48,187,764
95%
52,118,863
50,006,681
96%
!
51,884,985 100%
233,878!
Materials and Services i
19,393,800
14,220,207
o
73% a
19,836,301
14,165,421
71% !
15,805,093 80% !
4,031,208!
Capital Outlay
926,575
504,137
54%
347,500
181,050
52%
172,971 50%
174,529=
TOTAL REQUIREMENTS
70,979,127
62,912,108
89% ;
72,307,648
64,353,152
89% ;
67,863,049 94%
4,444,599;
TRANSFERS
Budget
Actuals %
Budget
Actuals %
Projection
% $ Variance
Transfers In- General Fund
6,608,245
5,648,912 85% a
6,780,140
6,780,140 100% _
5,923,314
87% (856,826),
Transfers In- OHP Mental Health !
1,473,586
345,442 23%
2,210,573
241,400 11% ! !
665,397
30% ! (1,545,176);
'
Transfers In - TRT
418,417
418,417 100%
368,417
368,417 100 /o
368,417
100%
Transfers Out
(492,306)
(562,306) !
) 114%
1,332,674
()
877,923 66% ! !
() �
877,923
()
66% ! 454,751!
A
TOTAL TRANSFERS
8,007,942
5,850,465 73%
8,026,456
6,512,034 81% ;
6,079,205
76% (1,947,251);
FUND BALANCE
Budget
Actuals %
Budget
Actuals %
Projection
% $ Variance
Beginning Fund Balance
i
11,228,719
13,942,649 124%
!
11,417,516
12,519,113 110%
! !
12,519,114
4,884,699
110% 1,101,598,
! 16,848,6W
Resources over Requirements
(13,191,142)
(7,274,000)
(11,963,961)
(674,069)
Net Transfers - In (Out)
8,007,942
,
5,850,465
8,026,456
6,512,034
6,079,205
I (1,947,251);
TOTAL FUND BALANCE
$ 6,045,519
$ 12,519,113 207% ;
$ 7,480,011
$ 18,357,079 245% ;
$ 23,483,018 314% ;$16,003,007;
'i1�C
v(ES 0
G2a Budget to Actuals Report
Health Services - Admin - Fund 274
FY24 YTD June 30, 2024 (unaudited)
RESOURCES
OHP Capitation
Interest on Investments
State Grant
Other
Federal Grants
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2023 1
Fiscal Year 2024
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
367,074
367,074 100%
435,349
435,349 100% ;
435,349 100% a
97,750
390,781 400%
262,007
737,122 281%
737,122 281%
475,115
379,180
142,133 37% B
160,000
337,634 211% ° a
145,279 91%
(14,721)- A
160,495
33,725 21 % ,
9,000
167,325 999% -
167,305 999%
158,305, B
�
454,405
592,179 130% _
-
-
o-
1,458,904
1,525,892 105% ;
866,356
1,677,431 194% ; ;
1,485,055 171% ;
618,699;
Budget Actuals % Budget Actuals % Projection % $ Variance
Personnel Services
61738,820
6,093,176
90%
6,769,513
6,367,370
94%
6,659,205
98% a
110,308:
Materials and Services
6,998,683
6,732,321
96%
7,671,421
7,551,000
98% a
7,608,508
99%
62,913,
Capital Outlay
12,000
-
0%
43,750
120
0%
120
0%
43,630
Administration Allocation
(11,228,846)
(11,228,846)
100% o
(12,633,378)
-
0%
(12,633,378)
100%
-
TOTAL REQUIREMENTS ;
2,520,656
1,596,650
63% ;
1,851,306
13,918,490
752% ,
1,634,455
88% ;
216,851:
TRANSFERS
Budget
Actuals
%
Budget
Actuals
%
Projection
%
$ Variance
Transfers In- OHP Mental Health
80,771
80,771
100% ;
81,250
-
0%
81,250
100%
Transfers Out I
(230,635)
(230,635)
100%
(300,174)
(315,174)
105%
(315,174)
105%
(15,000)
TOTAL TRANSFERS
(149,864)
(149,864)
100% ;
(218,924)
(315,174)
144% ; ;
(233,924) 107% ;
(15,000)'
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out)
I
TOTAL FUND BALANCE
Budget
3,884,332
(1,061,752)
(149,864)
Actuals % Budget Actuals % Projection % $ Variance
4,007,465 103%
(70,758)
(149,864)
$ 2,672,716 $ 3,786,843 142% ;
3,665,544 3,786,843 103% 3,786,844 103% 121,300:
(984,950) (12,241,059) (149,400) 835,550-
(218,924) (315,174) (233,924) f (15,000);
$ 2,461,670 ($ 8,769,389) -356%; ; $ 3,403,520 138% ; $941,850:
A Projection includes adjustment for anticipated unearned revenue. Amounts will be finalized at fiscal year-end.
B Includes carryforward of $125k in unspent FY23 PacificSource Behavioral Health Workforce Diversity Grant.
��ES ` i 0
Budget to Actuals Report
..�,� Health Services -Behavioral Health -Fund 274
FY24 YTD June 30, 2024 (unaudited)
RESOURCES
State Grant
OHP Capitation
OHP Fee for Service
State Miscellaneous
Local Grants
Federal Grants
Other
Patient Fees
Medicaid
State - Medicare
Liquor Revenue
Interfund Contract- Gen Fund
Divorce Filing Fees
TOTAL RESOURCES
100.0%
Year Complete
Fiscal Year 2023 1
Fiscal Year 2024
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
15,718,843
12,660,784 81 %
17,967,689
19,255,602 107% ;
26,955,450 150%
8,987,761 a A
12,515,550
11,721,107 94%
16,058,765
16,099,534 100% _
16,886,708 105%
827,9438 B
i
3,214,360
5,256,164 164%
4,927,331
59393,790 109%
5,513,558 112%
586,227�
8,027,373
7,063,393 88%
4,924,368
4,153,810 84% a
4,516,944 92%
(407,424) C
1,475,139
1,262,473 86%
1,348,943
1,604,222 119%
1,391,288 103% =
42,345- D
2,017,169
1,636,693 81%
1,285,560
860,103 67%
1,229,117 96%
(56,443)a E
719,670
730,175 101% 0
631,245
687,615 109% ° a
� ,
331,954 53% a
(299,291);
519,344
° °
607,872 117% =
448,500
630,075 140 /o = o
643,916 144% ;
195,416 F
430,863
746,146 173%
431,000
1,072,533 249% -
1,109,753 257%
678,753, G
337,614
234,401 69%
209,500
276,767 132%
280,293 134% ;
70,793!
177,574
161,412 91%
177,574
171,235 96% !
177,574 100%
127,000
127,000 100% a
7
127,000
- 0%
I I
127,000 100%
I
I
�
173,030
63,178 37%
-
-
-
45,453,529
42,270,797 93% ;
48,537,475
50,205,287 103% ;
59,163,555 122% ;
10,626,080;
REQUIREMENTS
Budget
Actuals
%
Budget
Actuals
%
Projection
%
$ Variance
Administration Allocation
8,265,132
8,265,132
100%
9,546,200
-
0%
9,546,200
100%
Personnel Services
32,453,031
31,307,705
96%
33,370,785
31,993,025
96%
33,273,367
100%
97,418;
Materials and Services
9,948,652
5,531,099
56%
9,740,566
4,622,691
47%
5,966,033
61%
3,774,533, H
Capital Outlay
497,443
312,691
63%
160,250
126,659
°
79 /o
118,580
74% !
41,670-
TOTAL REQUIREMENTS ;
51,164,258
45,416,627
89% ;
52,817,801
36,742,375
70%
48,904,180
93% ;
3,913,621:
TRANSFERS
Budget
Actuals
%
Budget
Actuals %
Projection
% $ Variance
Transfers In- General Fund
2,231,439
1,440,767
65%
2,231,439
2,231,439 100%
1,374,613
62% (856,826)- 1
Transfers In- OHP Mental Health
1,392,815
264,671
19%
1,809,358
- 0%
264,182
15% (1,545,176)a J
Transfers Out
(152,921)
(196,921)
129%
(481,000)
(562,749) 117%
(562,749)
117% (81,749)aK
TOTAL TRANSFERS
3,471,333
1,508,517
43% ;
3,559,797
1,668,690 47% ; ,
1,076,046
30% (2,483,751);
FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance
Beginning Fund Balance 4,788,795 6,317,144 132%
Resources over Requirements (5,710,729) (3,145,830)
Net Transfers - In (Out) 3,471,333 1,508,517
e
TOTAL FUND BALANCE . $ 2,549,399 $ 4,679,830 184% ;
3,989,589 4,679,830 117% 4,679,830 117% = 690,241:
(4,280,326) 13,462,912 10,259,375 14,539,701!
3,559,797 1,668,690 1,076,046 (2,483,751)
$ 3,269,060 $ 19,811,432 606% ; ; $ 16,015,251 490% ;$12,746,191;
A Projections include estimated adjustments for anticipated unearned revenue. Exact amounts will be finalized at fiscal year-end.
B Capitation coming in higher than budgeted. OHP enrollment redetermination budgeted at 13%, and revised estimates projected to be 8.9%.
C Projection less than budget primarily related to lower I/DD match anticipated than originally budgeted. Projections include estimated adjustments for
anticipated unearned revenue. Exact amounts will be finalized at fiscal year-end.
D Additional funds received for COHC QIM ($387K). Grant funds will be reconciled at end of year, and projections include estimated adjustments for
anticipated unearned revenue, including: COHC Older Adults projected under budget by ($211 K) and City of Bend MCAT ($68K). Exact amounts
will be finalized at fiscal year-end.
E Projections include estimated adjustments for anticipated unearned revenue. Exact amounts will be finalized at fiscal year-end.
F Patient fees trending higher than budgeted.
G CCBHC rebased rates increasing revenue above budgeted amounts.
H $3.8 million originally budgeted for HB 5502 BH Housing Grant removed for FY24.
An estimated $856,826 of County General Fund allocated to Behavioral Health is anticipated to be returned. Final amounts will be calculated in
July after all local match payments are solidified.
J No anticipated expenses (budgeted $1.41M) for La Pine Community Health Clinic.
K Projections over budget includes $150K transfer for expenses of North County originally budgeted in FY23.
SES�0G2� Budget to Actuals Report
Health Services - Public Health - Fund 274
FY24 YTD June 30, 2024 (unaudited)
RESOURCES
State Grant
Environmental Health Fees
State - Medicaid/Medicare
State Miscellaneous
Patient Fees
Other
Vital Records
Local Grants
State Shared- Family Planning
Federal Grants
OHP Fee for Service
OHP Capitation
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2023 1
Fiscal Year 2024
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
6,125,513
5,775,661 94% ;
5,630,131
6,122,874 109% _
5,952,727 106% =
322,596o A
1,238,499
1,335,280 108%
1,478,906
1,471,934 100% 0
1,497,712 101% ;
18,806
807,530
1,197,300 148% °
1,034,491
1,048,056 101% a
1,090,571 105% <
56,080
874,346
687,993 79%
868,711
339,591 39%
527,540 61% _
(341,171)a B
96,300
140,662 146%
639,290
197,702 31% i
201,685 32%
(437,605)! C
i
289,152
1,212,439 419% =
421,126
1,349,506 320% _
1,473,961 350% ,
1,052,835! D
300,000
° �
354,158 118 /o ,
315,000
332,381 106%
334,388 106% ;
19,388!
856,892
792,463 92%
218,951
647,624 296%
656,941 300%
437,990! E
125,000
152,985 122%
158,000
75,420 48% =
75,420 48%
(82,580)1
144,060
° '
161,233 112/0 ,
155,000
° � e
/o
92,184 59a
139,746 90%
(15,254)�
18,260
31,245 171%
20,250
30,384 150%
o a
30,447 150%
'
10,197;
_
_ �
-
88,711
118,000
118,000- F
10,875,552
11,841,419 109% ;
10,939,856
11,796,365 108% ; ;
12,099,138 111% ;
1,159,282:
Budget Actuals % Budget Actuals %
Administration Allocation
2,963,714
2,963,714
100%
3,092,162
-
0%
Personnel Services
11,466,901
10,786,883
94%
11,978,565
11,646,287
97%
Materials and Services
2,446,466
1,956,788
80%
2,424,314
1,991,730
82% a
B
Capital Outlay
417,132
191,446
46%
143,500
54,271
38%
e
TOTAL REQUIREMENTS ;
17,294,213
15,898,830
92%
17,638,541
13,692,287
78% ,
Projection % $ Variance
3,087,178 100% 4,984,
11,952,413 100% 26,152! G
2,230,552 92% a 193,762!
54,271 38% 89,229!
17,324,414 98% ; 314,127:
TRANSFERS
Budget
Actuals
%
Budget
Actuals %
Projection % $ Variance
Transfers In- General Fund
4,376,806
4,208,145
96%
4,548,701
4,548,701 100%
4,548,701 100%
c
Transfers In - TRT
418,417
418,417
100% =
368,417
368,417 100%
368,417 100% ;
Transfers In-OHP Mental Health
-
-
319,965
241,400 75%
s
319,965 100%
Transfers Out
(108,750)
(134,750)
124% _
(551,500)
- 0%
- 0% 551,500- H
TOTAL TRANSFERS
4,686,473
4,491,812
96% ;
4,685,583
5,158,518 110% ; ;
5,237,083 112% ; 551,500.
FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance
Beginning Fund Balance
2,555,592
3,618,039 142%
3,762,383
4,052,440 108%
4,052,440 108%
290,057-
Resources over Requirements
(6,418,661)
(4,057,412)
(6,698,685)
(1,895,922) a
(5,225,276)
1,473,409
Net Transfers - In (Out)
4,686,473
4,491,812
4,685,583
5,158,518
5,237,083
551,500-
TOTAL FUND BALANCE
$ 823,404
$ 4,052,440 492% ;
$ 1,749,281
$ 7,315,036 418% ; ;
$ 4,064,247 232% ;
$2,314,966:
A Projections over budget primarily related to carryforward of OHA COVID funds to be expended by June 2024. Projections include estimated
adjustments for anticipated unearned revenue. Exact amounts will be finalized at fiscal year-end.
g EISO Grant ($369K) budgeted as state miscellaneous, but converted to a program element (PE73). Funding coming through state grant line item.
C Patient Insurance Fees trending lower than budgeted, primarily in the new Family Connects Oregon program.
D Projections include Opioid Settlement Payments.
E Includes funds from Central Oregon Health Council quality incentive metrics ($267K). Projection includes adjustment for anticipated unearned
revenue. Amounts will be finalized at fiscal year-end.
F As of April 2024, Health Services will receive a new Medicaid per member per month payment for perinatal care continuum (PCC) program.
G Projections include anticipated 3% vacancy.
H Budgeted transfers include Courtney remodel project, which is delayed into FY25 or FY26, and Opioid Settlement Funds for CJJ, which incurred no
expenses in FY24."
C.,r vSES ` �� Budget to Actuals Report
e pG
Community Development -Fund 295 100.0%
FY24 YTD June 30, 2024 (unaudited) Year Complete
Fiscal Year 2023
Fiscal Year 2024
RESOURCES
Budget
Actuals
%
Budget
Actuals
%
Projection
%
$ Variance
Admin -Operations
153,445
154,886
101% =
a
157,300
148,681
95%
147,631
94% _
a
(9,669);
Code Compliance
1,171,592
915,867
78%
1,124,181
840,865
75%
844,452
75%
(279,729) A
i
Building Safety
4,821,160
4,118,192
c
85%
3,991,388
3,372,838
85%
3,423,011
86%
(568,377); A
Electrical
1,022,005
769,054
75%
902,175
796,598
88% _
797,268
88%
(104,907); A
Onsite Wastewater �
i
1,017,678
718,263
71%
o
923,880
909,862
1,708,739
98% c
74%
928,187
1,708,919
100% m
74%
4,307aA
(595,64
Current Planning
2,425,334
1,966,872
81%
2,304,562
e �
�
a
Long Range Planning
1,064,305
812,752
76% '
1,057,354
745,915
71%
753,308
71%
(304,046)- A
TOTAL RESOURCES
11,675,519
9,455,886
81% ;
10,460,840
8,523,498
81% ;
8,602,776
82% ;
(1,858,064);
REQUIREMENTS
Budget
Actuals
%
Budget
Actuals
%
Projection
% $ Variance
Admin - Operations
3,432,980
3,0135,363
90%
3,241,288
2,903,425
90%
2,896,150
89%
345,138, B
Code Compliance
805,614
714,049
89%
743,931
639,002
86% a a
s
642,602
86%
101,329a B
Building Safety
2,538,721
1,866,742
74%
2,088,542
1,800,914
86% '
1,840,484
88%
248,058: B
Electrical'
641,837
538,383
84% a
583,718
542,321
93% `
541,954
93%
41,764- B
Onsite Wastewater
753,369
754,829
100%
865,670
712,146
82% E
714,440
83% a
151,230! B
Current Planning
2,062,044
1,613,571
78%
1,857,735
1,380,660
74% f
1,398,192
75%
459,543 B
Long Range Planning
998,739
893,682
89%
888,677
692,790
78%
696,082
78%
192,595! B
TOTAL REQUIREMENTS ;
11,233,304
9,466,620
84%
10,269,561
8,671,257
84% ;
8,729,904
85%
1,539,657:
TRANSFERS
Budget
Actuals
%
Budget
Actuals
%
Projection
%
$ Variance
Transfers In - CDD Operating
-
-
510,105
47,445
9%
47,445
9%
(462,660):
Fund
Transfers in - General Fund
160,000
139,916
87% ;
100,000
48,181
o s
48%
'
48,181
48%
(51,819); C
Transfers In - CDD Electrical
108,670
86,721
50,027
58%
50,027
58%
(36,694)�
Reserve
Transfers Out
(112,619)
(112,619)
100% _
(107,544)
(107,544)
100% _ ;
(107,544)
100%
Transfers Out - CDD Reserve
(958,966)
(971,472)
101% ;
(122,752)
(233,698)
190%
(233,698)
190% ;
(110,946) D
TOTAL TRANSFERS
(911,585)
(835,505)
92%
466,530
(195,589)
-42% ;
(195,589)
-42% ;
(662,119);
FUND BALANCE
Budget
Actuals
%
Budget
Actuals
%
Projection
%
$ Variance
Beginning Fund Balance
2,096,504
2,168,956
103% a
1,317,921
1,322,717
100%
1,322,717
100%:
4,796�
Resources over Requirements
442,215
(10,734)
a
191,279
(147,759)
(127,128)
(318,407);
Net Transfers - In (Out) '
(911,585)
(835,505)
a
466,530
(195,589)
; a
(195,589)
(662,119);
TOTAL FUND BALANCE
$ 1,627,134
$ 1,322,717
81% ;
$ 1,975,730
$ 979,370
50% ; ;
$ 1,000,000
51%
($975,730);
A YTD revenue collection is lower than anticipated
due to reduced permitting volumes
B Projections reflect unfilled positions
and increased health benefits costs
C Quarterly transfer for hearings
officer actual cost of service
D Transfer to reserves per ORS
455.210 and ORS 479.845
�yc.
,��31Es C0G� Budget to Actuals Report
Road - Fund 325 100.0%
FY24 YTD June 30, 2024 (unaudited) Year Complete
Fiscal Year 2023 1
Fiscal Year 2024
RESOURCES
Budget
Actuals %
Budget
Actuals %
Projection
% $ Variance
Motor Vehicle Revenue
19,483,147
20,563,619 106% :
20,648,483
21,099,991 102%
21,099,991
102% =
451,508:
I
Federal - PILT Payment
2,200,000
2,239,616 102% .
2,240,000
2,394,054 107%
2,394,054
107% =
154,054, A
I
Other Inter -fund Services
1,311,901
1,232,001 94% °
1,450,015
1,547,204 107% !
1,413,170
97%
(36,845)°
Cities-Bend/Red/Sis/La Pine I
403,731
969,028 240% ;
763,171
314,826 41%
1,002,906
131% :
2391735
Federal Reimbursements I
i
-
7,641
689,703
342,290 50%
367,290
53%
(322,413)
Sale of Equip & Material
426,000
I
385,036 90% a
614,500
388,338 63%
476,000
77%
(138,500)
Interest on Investments
54,172
105,203 194%
138,031
195,226 141% -
195,226
141%
57,195I
Miscellaneous
77,610
65,385 84% a
73,808
48,692 66%
48,798
66%
(25,010);
Mineral Lease Royalties
50,000
105,306 211% =
50,000
131,078 262%
131,078
262% =
81,078,
Assessment Payments (P&I)
-
5,175
g
6,000
11,471 191% !
i I
14,051
234%
I
8,051
B
I
Forest Receipts
882,502
- 0%
-
-
State Miscellaneous I
-
20,000
-
-
0
TOTAL RESOURCES
24,889,063
25,698,009 103% ;
26,673,711
26,473,170 99%
27,142,565
102% ;
468,854;
REQUIREMENTS
Budget
Actuals %
Budget
Actuals %
Projection
%
$ Variance
Personnel Services
7,802,271
7,346,958 94%
8,406,468
8,287,454 99%
8,465,474
101%
(59,006)= B
Materials and Services
8,246,700
6,385,588 77%
8,600,033
7,195,568 84%
I
8,073,184
94% a
526,849a845
Capital Outlay
140,025
90,004 64%
118,260
53,591 45%
66
57%
c
51,41,5
TOTAL REQUIREMENTS ;
16,188,996
13,822,550 85% ;
17,124,761
15,536,613 91% ; -
16,605,503
97% ;
519,258:
TRANSFERS
Budget
Actuals %
Budget
Actuals %
Projection
%
$ Variance
Transfers Out
(12,330,136)
(12,330,136) 100%
(12,700,000)
(12,700,000) 100%
(12,700,000)
100%
TOTAL TRANSFERS
(12,330,136)
(12,3301136) 100% ;
(12,700,0001
(12,700,000) 100% ;
�(12,700,000)
100% ;
FUND BALANCE
Budget
Actuals %
Budget
Actuals %
Projection
%
$ Variance
Beginning Fund Balance
5,892,967
7,806,356 132%
I
5,521,251
7,351,679 133%
7,351,679
133%
1,830,428:
e
Resources over Requirements
8,700,067
11,875,459
9,548,950
10,936,557
10,537,062
988,112,
Net Transfers - In (Out) _
I
(12,330,136)
(12,330,136)
(12,700,000)
(12,700,000)
(12,700,000)
TOTAL FUND BALANCE
$ 2,262,898
$ 7,351,679 325% ;
$ 2,370,201
$ 5,588,236 236% ;
$ 5,188,741
219% ; $2,818,540,
A Actual payment higher than budget
B Projected Personnel savings based on FY24 average vacancy rate of 6.1 %
�yi�vTC
E5pG2a Budget to Actuals Report
Adult P&P - Fund 355
FY24 YTD June 30, 2024 (unaudited)
100.0%
Year Complete
Fiscal Year 2023
Fiscal Year 2024
RESOURCES
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
DOC Grant in Aid SB 1145
4,734,453
4,734,453 100%
4,116,464
4,143,196 101%
4,143,986 101% =
=
27,522: A
CJC Justice Reinvestment
892,038
943,172 106%
943,172
1,196,648 127%
1,196,648 127%
253,476 B
DOC Measure 57
�
244,606
271,606 111%
256,815
259,307 101% a
259,307 101%
;
2,4921 C
Interest on Investments
18,151
63,625 351%
75,230
87,583 116%
87,584 116%
12,354
Interfund-Sheriff
50,000
50,000 100%
50,000
50,000 100% -
� s
50,000 100%
'
°
Gen Fund/Crime Prevention
�
50,000
,
50,000 100%
50,000
22,607
50,000 100%!
111,969 495% a
50,000 100%
116,000 513%
93,3931 D
State Miscellaneous
123,453
179,530 145%
0%
20,318
7,686 38%
7,686 38%
;
(12,632)'; E
Oregon BOPPPS
Electronic Monitoring Fee
20,318
500
-
889 178%
500
258 52% '
oe
500 100%
Miscellaneous
500
2,099 420%
500
1,062 212%
1,062 212%
562 F
TOTAL RESOURCES
6,134,018
6,295,372 103% ;
5,535,606
5,907,709 107% ; ;
5,912,773 107% ;
377,167;
REQUIREMENTS
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
Personnel Services
5,683,822
5,042,967 89%
5,767,511
5,107,293 89%
5,143,010 89%
624,5011 G
Materials and Services
1,883,614
1,739,432 92% a
1,808,521
1,741,255 96% i s
1,903,299 105%
(94,778)� H
Capital Outlay
8,475
8,475 100%
-
-
"
TOTAL REQUIREMENTS ;
7,575,910
6,790,874 90% ;
7,576,032
6,848,547 90%
7,046,309 93%
529,723;
TRANSFERS
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
Transfers In- General Funds
536,369
536,369 100%
536,369
601,369 112%
601,369 112% a
65,000:
Transfers In- Health Services
-
-
50,000
- 0%
0%
(50,000)
Transfers Out
(199,560)
(199,560) 100%
-
Transfer to Vehicle Maint
(69,277)
(69,277) 100%
(75,419)
(75,419) 100%!
(75,419) 100% 1
TOTAL TRANSFERS
267,532
267,532 100% ;
510,950
525,950 103% ; ;
525,950 103% ;
15,000:
FUND BALANCE
Beginning Fund Balance
Resources over Requirements
Net Transfers - In (Out) e
TOTAL FUND BALANCE
Budget
Actuals %
Budget
3,100,000
3,238,905 104% a
3,000,000
(11441,892)
(495,502) ;
(2,040,426)
267,532
267,532
510,950
$ 1,925,640
$ 3,010,934 156% ;
$ 1,470,524
Actuals % Projection % $ Variance
3,010,934 100% 3,010,934 100% 10,934:
(940,838) i (1,133,536) 906,890!
525,950 525,950 15,000
$ 2,596,046 177% ; ; $ 2,403,348 163% ; $932,824:
A Final State Grant allocation for 23-25 Biennium
B Final State Grant allocation for 23-25 Biennium. We received competitive grant funds on top of formula allocation.
C Final State Grant allocation for 23-25 Biennium
D Final State Grant allocation for 23-25 Biennium. We received grant funding for house through contracted provider.
E Hearings officer utlization down in Deschutes County compared to state number.
F Credit for firearm buyback from supplier and old restitution payment.
G Projected Personnel savings based on FY24 average vacancy rate of 16.9%
H Materials and services projections based on current spending trends.
I Will not occur till FY25
�yeuTESC0 Budget to Actuals Report
Road CIP - Fund 465 100.0%
FY24 YTD June 30, 2024 (unaudited) Year Complete
Fiscal Year 2023 Fiscal Year 2024
RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance
State Miscellaneous
Interest on Investments
Miscellaneous
TOTAL RESOURCES
1,818,500 127,458 7% 1,704,116 2,342,101 137%
I I
124,563 337,583 271% 475,310 580,958 122%
e I I I
- 317,508 - 204,504
I
1,943,063 782,549 40% ; 2,179,426 3,127,563 144%
2,374,169 139%
670,053:
580,958 122%
105,6488 A
204,504
204,504! A
3,159,631 145% ;
980, 0
REQUIREMENTS
Budget
Actuals
%
Budget
Actuals
%
Projection % $ Variance
Materials and Services
127,640
127,640
100% ;
132,770
132,770
100% _
132,770 100%
Capital Outlay
28,259,526
16,769,496
59%
24,009,399
21,225,375
88% I
24,009,399 100% ; B
TOTAL REQUIREMENTS ;
28,387,166
16,897,136
60% ;
24,142,169
21,358,145
88% ;
24,142,169 100% ;
TRANSFERS
Budget
Actuals
%
Budget
Actuals
%
Projection % $ Variance
Transfers In
14,230,313
12,238,662
86%
12,500,000
10,000,000
80%
12,500,000 100%
TOTAL TRANSFERS
14,230,313
12,238,662
86% ;
12,500,000
10,000,000
80%
12,500,000 100% ;
FUND BALANCE
Budget
Actuals
%
Budget
Actuals
%
Projection % $ Variance
Beginning Fund Balance 24,548,274
27,223,832 111%
19,012,380
23,347,907 123% 23,347,907 123% = 4,335,527:
I
Resources over Requirements (26,444,103)
(16,114,587) A
1
(21,962,743)
(18,230,582) (20,982,538) 980,205,
Net Transfers - In (Out) 14,230,313
I
12,238,662
I
12,500,000
10,000,000 e a 12,500,000 i e
TOTAL FUND BALANCE ; $ 12,334,484
$ 23,347,907 189% ;
$ 9,549,637
$ 15,117,325 158% ; ; $ 14,865,369 156% ; $5,315,732;
A Actual payment higher than budget
B End of year budget adjustment will be done to move appropriation from contingency.
Budget to Actuals Report
1.1010, Road CIP (Fund 465) - Capital Outlay
Summary
by Project
100.00%
FY24 YTD June 30, 2024
Year Completed
Fiscal Year 2023
Fiscal Year 2024
Budget
Actuals
%
Budget
Actuals
%
Projection
% $ Variance
Terrebonne Refinement Plan : $
7,319,310 $
2,200,000
i $
6,639,405
6,639,405
100% $
6,639,405
100% $
Hunnel Rd: Loco Rd to Tumalo Rd
4,265,216
2,562,129
60%
2,693,318
2,525,976
94% i
2.693,318
100%
Transportation System Plan Update
-
51,980
20,450
20,450
100% i
20,450
100% i
Gribbling Rd Bridge
818,500
141,509
17%
555,000
542,198
98%
555,000
100%
Smith Rock Way Bridge Replace
985,000
122,938
12% '•
1,020,900
872,324
85%
1,020,900
100%
Deschutes Mkt Rd/Hamehook Round
1,663,000
750,822
45%
1,157,696
1,157,696
100%
1,157,696
100%
Powell Butte Hwy/Butler Market RB
785,000
250,902
32 %
1,950,000
1,122,799
58 %
1,950,000
100
Wilcox Ave Bridge #2171-03 Replacement
160,000
-
0%
Paving of Rosland Rd: US 20 to Draf
380,000
260,811
69 %
386,480
386,480
100% i
386,480
100%
Hamehook Rd Bridge #16181 Rehabilitation
96,500
227
0%
380,000
338,633
89 %
380,000
100
NW Lower Bridge Way: 43rd St to Holmes Rd
100,000
10,825
11 %
159,140
75,371
47% i
159,140
100%
Northwest W ay: NW Coyner Ave to NW Altmeter W y
815,000
-
0%
-
-
-
Slurry Seal 2023
300,000
1,165
0% i
357,325
357,325
100%
357,325
100% i
Terrebonne Wastewater System Phase 1
1,000,000
-
0%
1,000,000
1,000,000
100% i
1,000,000
100%
Tumalo Reservoir Rd: OB Riley to Sisemore Rd
100,000
-
0% i
180,000
178,781
99 %
180,000
100
Local Road Pavement Preservation
200,000
-
0%
-
-
-
US20: Locust St
1,000,000
1,000,000
100%
1,000,000
100%
Paving Butler Market - Hamehook to Powell Butte
866
1,454,940
1,454,940
100%
1,454,940
100%
Old Bend Rdm Hwy - US 20 to Tumalo
-
1,272,506
1,272,506
100%
1,272,506
100% i
Paving Of Horse Butte Rd
'
-
Paving Of Obr Hwy: Tumalo To Helmho
2,600,000
1,137,351
44 %
2,600,000
100% i
Paving Of Spring River Rd: S Centur
-
-
901,332
849,783
94 % i
901,332
100
Slurry Seal 2024
-
240,000
219,129
91%
240,000
100%
La Pine Uic Stormwater Improvements
-
S Century Dr / Spring River Rd Roun
-
-
10,000
244
2 % i
10,000
100%
S Century Dr / Huntington Rd Rounda
-
-
Local Access Road Bridges
150,000
-
-
Radar Speed Sign Replacements
-
-
30,907
30,907
100 %
30,907
100
FY 23 Guardrail Improvements
-
-
Signage Improvements
-
97,156
-
-
-
TOTAL CAPITAL OUTLAY
$ 28,259,526
$ 16,491,988
581/
$ 24,009,399
21,182,298
88%
$ 24,009,399
100%; -
o`1�V(ES coG�< Budget to Actuals Report
Solid Waste - Fund 610 100.0%
FY24 YTD June 30, 2024 (unaudited) Year Complete
Fiscal Year 2023 Fiscal Year 2024
RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance
Franchise Disposal Fees
7,210,000
7,006,324 97%
8,000,000
8,858,989 111% !
8,858,990 111%
Private Disposal Fees
3,337,000
2,944,356 88% f
3,450,000
3,236,962 94% _
3,236,962 94%
Commercial Disp. Fee
3,234,000
3,026,577 94%
3,310,000
3,984,063 120%
3,984,064 120%
114%
Franchise 5% Fees
305,000
363,105 119%
565,000
646,761 114% _
'
646,762
Yard Debris
� 290,000
305,516 105% �
400,000
456,528 114 /o
456,528 114%
Miscellaneous
� 70,000
140,837 201%
173,000
269,094 156%
269,094 156%
Interest on Investments
i
� 30,498
e
43,342 142% ,
60,410
147,126 244%
a a
147,126 244%
Special Waste
� 15,000
62,756 418% �
30,000
°
103,947 346 /o ; �
103,948 346%
,
Recyclables
� 12,000
7,060 59%
7,000
7,669 110% _
7,670 110%
s
Leases
1
o
1 100%
1
1 100%
1 100%
TOTAL RESOURCES
14,503,499
13,899,874 96% ;
15,995,411
17,711,141 111% ; ;
17,711,145 111% ;
858,990: A
(213,038); A
674,064- A
81,762, B
56,528! C
96,094 D
86,716! E
73,948e F
670,
1,715,734:
REQUIREMENTS
Budget
Actuals
%
Budget
Actuals
%
Projection %
$ Variance
Personnel Services
3,277,684
3,139,678
96%
4,108,983
3,850,354
94%
3,971,732 97%
137,251, G
Materials and Services
6,473,358
5,716,762
8
88%
7,683,911
6,670,071
87% F
t
7,326,520 95% !
357,3911 H
'
Capital Outlay
264,000
181,603
69%
309,000
265,290
°
86/0 a
265,291 86%
o
43,709a H
e
Debt Service
1,739,630
1,731,017 100%
2,302,640
2,302,520 100%
2,302,520 100%
120!
TOTAL REQUIREMENTS ;
11,754,672
10,769,061
92%
14,404,534
13,088,235
91% ;
13,866,063 96% ;
538,471;
TRANSFERS
Budget
Actuals
%
Budget
Actuals
%
Projection %
$ Variance
Transfers In - SW Capital &
-
910,000
-
0%
910,000 100%
Equipment Reserve
Transfers Out - SW Capital &
(5,299,665)
(3,453,962)
65% _
(2,613,962)
(2,613,962)
100% _
(2,613,962) 100%
-
Equipment Reserve
TOTAL TRANSFERS ;
(5,299,665)
(3,453,962)
65% ;
(1,703,962)
(2,613,962) 153% ; ;
(1,703,962) 100% ;
FUND BALANCE
Budget
Actuals
%
Budget
Actuals
%
Projection %
$ Variance
Beginning Fund Balance
3,107,198
3,066,662
99%
2,416,385
2,743,514
114%
2,743,514 114%
327,129a
�
Resources over Requirements
2,748,827
3,130,814
1,590,877
4,622,906
;
3,845,082 i
21254,205i
Net Transfers - In (Out)
(5,299,665)
(3,453,962)
(1,703,962)
(2,613,962)
(1,703,962)
-�
TOTAL FUND BALANCE a
$ 556,359
$ 2,743,514 493% ;
$ 2,303,300
$ 4,752,457
206% ; ;
$ 4,884,634 212% ;
$2,581,334:
A Total disposal fee projections reflect management's best estimate of revenues to be collected. Fiscal YTD actual disposal volumes are -1 % less
than prior year vs. a budgeted 3% reduction. July Commercial revenue includes payment for the prior Hwy 97 bypass disposal charges.
B Annual fees due April 15, 2024; received year-to-date monthly installments from Republic and the annual payment from Cascade Disposal
C Yard Debris revenue is seasonal with higher utilization in summer months; fiscal YTD volumes are running in line with last year-to-date
D Miscellaneous revenue exceeds expectation for rock, restitution, fire reimbursement and other revenue
E Investment Income projected to come in higher than budget
F Special Waste revenue source is unpredictable and dependent on special clean-up projects of contaminated soil and asbestos (i.e. stormwater
control sediment and debris, remediation of tanker truck accident, Hwy 97 bypass asbestos, etc.)
G Delayed hiring of new positions and change from Personnel On Call to M&S Temp Labor for Sr. Advisor services positively impacted projection
H Backhoe and grader equipment originally budgeted as capital, but processed as M&S Road Dept. transfer. Project postponements such as the final
phase 2 siting efforts will move M&S costs to next fiscal year. Temporary reduced fuel costs positively impacted hauling and equipment usage.
ES ('pGZj Budget to Actuals Report
'414Fair &Expo - Fund 615
FY24 YTD June 30, 2024 (unaudited)
RESOURCES
Events Revenue
Food & Beverage
Rights & Signage
Horse Stall Rental
Storage
Camping Fee
Interest on Investments
Miscellaneous
TOTAL RESOURCES
REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2023
Fiscal Year 2024
Budget
Actuals
%
Budget
Actuals %
Projection %
$ Variance
745,759
948,145
127%
1,050,000
984,821 94%
984,821 94% _
(65,179); A
! 745,000
1,048,507
141%
991,000
1,536,154 155% _
1,536,154 155% =
545,154- B
0 105,000
97,159
93%
105,000
92,416 88%
96,416 92%
(8,584)
! 49,000
78,825
161%
100,000
74,925 75%
74,925 75%
(25,075);
! 65,000
45,551
70%
50,000
51,099 102% 0
51,099 102% -
1,099�
i 20,000
23,500
118%
22,500
33,694 150% a o
33,694 150%
11,1940
! 5,221
15,485
297% !
22,000
24,619 112%
24,619 112% =
2,619!
! 3,554
3,536
99%
3,000
7,001 233%
7,002 233%
4,002!
1,738,534
2,260,708
130% ;
2,343,500
2,804,729 120% ; ;
2,808,731 120% ;
465,231:
Budget Actuals % Budget Actuals %
Personnel Services
1,256,902
1,313,682 105% =
1,498,441
1,460,781 97%
Personnel Services - F&B !
170,247
85,623 50% a
148,510
79,530 54% !
Materials and Services !
965,684
1,168,404 121%
1,472,986
1,269,980 86%
Materials and Services - F&B
603,950
661,314 109%
514,200
837,724 163%
Debt Service !
101,270
101,267 100%
100,190
100,139 100%
!
TOTAL REQUIREMENTS ;
3,098,054
3,330,291 107% ;
3,734,327
3,748,153 100%
Projection %
$ Variance
1,492,073 100%
6,368: C
80,677 54%
67,833! D
1,287,921 87%
185,065
837,724 163%
(323,524)' E
100,190 100%
3,798,585 102% ;
(64,258);
TRANSFERS
Budget
Actuals
%
Budget
Actuals %
Projection %
$ Variance
Transfers In - Room Tax
1,101,342
1,019,042
93%
1,009,023
1,009,023 100%
988,659 98%
(20,364);
Transfers In - Park Fund !
30,000
30,000
100%
30,000
30,000 100%
!
30,000 100%
Transfers Out !
(427,215)
(427,215)
100% _
(163,342)
(10,777) 7%
(10,777) 7%
152,565e
TOTAL TRANSFERS
704,127
621,827
88%
875,681
1,028,246 117% ; ;
1,007,882 115% ;
132,201:
FUND BALANCE
Budget
Actuals
%
Budget
Actuals %
Projection %
$ Variance
Beginning Fund Balance
971,352
995,519
102%
547,763
547,764 100%
547,764 100%
1=
Resources over Requirements
(1,359,520)
(1,069,583)
a
(1,390,827)
(943,424) o
(989,855)
400,972!
Net Transfers - In (Out)
704,127
621,827
875,681
1,028,246
1,007,882
132,201-
TOTAL FUND BALANCE
$ 315,960
$ 547,764 173% ;
$ 32,617
$ 632,585 999% ; ;
$ 565,791 999% ;
$533,174:
A Confirmed Contracted Revenue, may continue to grow as additional events are contracted through the end of FY. Some revenue budgeted in
Event category earned in F&B category.
B Increase due to large events such as FairWell Festival, Cascade Equinox. Some revenue budgeted for Event revenue earned in this category.
C Projected Personnel savings based on FY24 average vacancy rate of 30.5%
D Projected Personnel based on vacancy savings to date
E F&B Expenses largely align with F&B revenue, due to the cost of good, labor and supplies required to generate revenues
Q`��T`oGESz{ Budget to Actuals Report
Annual County Fair -Fund 616
FY24 YTD June 30, 2024 (unaudited)
100.0%
Year Complete
Fiscal Year 2023 1
Fiscal Year 2024
RESOURCES
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
Concessions and Catering
625,000
815,458 130%
790,000
834,968 106%
834,968 106% a
44,968�
Gate Receipts
710,000
782,364 110%
775,000
1,042,896 135% a
1,042,896 135%
267,896-
Carnival
385,000
433,682 113%
430,000
245,809 57%
245,809 57%
(184,191)!
Commercial Exhibitors
i
80,000
117,100 146% ;
118,200
114,091 97% _
114,091 97%
(4,109)
Fair Sponsorship
61,000
99,655 163%
92,500
69,967 76%
72,757 79% I
(19,743)0
State Grant
53,167
53,167 100%
53,167
53,167 100%!
53,167 100%
Rodeo Sponsorship
24,000
22,430 93%
30,000
35,452 118%
35,452 118% °
5,45Z
R/V Camping/Horse Stall Rental
20,000
17,520 88%
17,250
31,255 181% _
31,450 182%
a
14,200,
Interest on Investments
2,713
3,500
13,169 485% !
3,245 93%
13,500
2,500
25,831 191% a
1,899 76% !
25,831 191%
1,899 76% a
12,331!
(601);
Merchandise Sales
Livestock Entry Fees
5,000
1,925 39%
2,000
1,920 96%
1,940 97%
(60)-
Miscellaneous
-
75
-
39
39
39!
TOTAL RESOURCES ;
1,969,380
2,359,790 120% ;
2,324,117
2,457,294 106% ;
2,460,299 106% ;
136,182:
REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance
Personnel Services 169,445 185,165 109% 276,531 183,190 66% _ 188,143 68% 88,388• A
Materials and Services 1,802,585 1,882,326 104% 2,306,325 2,197,790 95% 2,210,570 96% , 95,755=
TOTAL REQUIREMENTS ; 1,972,030 2,067,492 105% ; 2,582,856 2,380,980 92% ; 2,398,713 93% ; 184,143:
TRANSFERS
Budget
Actuals %
Budget
Actuals %
Projection % $ Variance
Transfer In -TRT 1%
75,000
75,000 100%
75,000
75,000 100%
75,000 100%
Transfers Out
231,706
F ( )
231,706 100 /0
( ) ° �
109,503
( )
109,503 100 /o ,
( ) ° !
(109,503) 100%
TOTAL TRANSFERS
(156,706)
(156,706) 100% ;
(34,503)
(34,503) 100% ; ;
(34,503) 100% ;
FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance
Beginning Fund Balance
384,715
385,854 100%
521,447
521,447 100%
521,447 100% • 0.
Resources over Requirements
(2,650)
292,298
(258,739)
76,314
61,587 320,326-
Net Transfers - In (Out)
(156,706)
(156,706)
(34,503)
(34,503) ; ;
(34,503)
TOTAL FUND BALANCE ;
$ 225,358
$ 521,447 231% ;
$ 228,205
$ 563,258 247% ;
$ 548,530 240% ; $320,325;
A Projected Personnel based on vacancy savings to date
TES C0G2� Budget to Actuals Report
Annual County Fair - Fund 616
CY24 YTD June 30, 2024 (unaudited)
Fair 2024
Actuals to
2024
Fair 2023
Date
Projection
RESOURCES
Gate Receipts
$ 1,042,896
$ -
$ 780,000
Carnival
245,809
-
430,000
Commercial Exhibitors
436,160
-
430,000
Livestock Entry Fees
1,940
-
2,000
R/V Camping/Horse Stall Rental
31,449
-
18,500
Merchandise Sales
1,899
-
2,500
Concessions and Catering
512,899
-
482,500
Fair Sponsorship
117,183
2,018)
129,000
TOTAL FAIR REVENUES
$ 2,390,235
$ (22,018)
$ 2,274,500
OTHER RESOURCES
State Grant 53,167 - 53,167
Interest 19,504 11,236 23,236
Miscellaneous 114 - -
TOTAL RESOURCES $ 2,463,020 $ (10,783) $ 2,350,902
REQUIREMENTS
Personnel 175,531 98,977 199,937
Materials & Services 2,124,162 s 176,518 2,440,510
TOTAL REQUIREMENTS $ 2,299,693 RR$ 275,494 $ 2,640,447
TRANSFERS
Transfer In -TRT 1%
75,000
u;,e
37,500
75,000
Transfer Out - F&E Reserve
(170,608),1
(54,753)
(109,503)
Transfer Out - Fair & Expo
TOTAL TRANSFERS
$ (95,608)
$ (17,253)
$ (34,503)
Net Fair
$ 67,719
' $
(303,530)
$ (324,047)
Beginning Fund Balance on Jan 1
$ 952,421
$
1,020,140
$ 1,020,140
Ending Balance
$ 1,020,140
$
716,610
$ 696,093
Q`�uTES CpG2� Budget to Actuals Report
Fair & Expo Capital Reserve -Fund 617
FY24 YTD June 30, 2024 (unaudited)
100.0%
Year Complete
Fiscal Year 2023 1
Fiscal Year 2024
RESOURCES
Budget Actuals % Budget
Actuals % Projection %
$ Variance
Interest on Investments
7,414 39,492 533% 64,800
94,239 145% ; 94,239 145%
29,439,
Miscellaneous
- - -
s
130,809 ! 130,809
130,809:
Local Government Payments
o
- 277,777
s o e
-
6
TOTAL RESOURCES
7,414 317,269 999% ; 64,800
225,047 347% , 225,047 347% ;
160,247:
REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance
Materials and Services 495,000 100,309 20% 343,555 273,830 80% _ 273,831 80% 69,724a
Capital Outlay 375,000 383,000 102% ! 746,445 167,101 22% 167,102 22% 579,343! A
TOTAL REQUIREMENTS 870,000 483,310 56% ; 1,090,000 440,932 40% ; 440,933 40% ; 649,067,
TRANSFERS
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
Transfers In -TRT 1%
501,683
465,685 93% a
462,119
462,119 100% a
453,392 98% _
(8,727);
Transfers In - Fair & Expo !
416,437
416,438 100% !
152,565
- 0% ! !
- 0% !
(152,565);
Transfers In -Annual County Fair
231,706
231,706 100% !
109,503
109,503 100% ! !
109,503 100% !
a
a
Transfers In - Fund 165
-
-
100,000
100,000 100% ! !
100,000 100% !
TOTAL TRANSFERS
1,149,827
1,113,829 97% ;
824,187
671,622 81% ;
662,895 80% ;
(161,292);
FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance
Beginning Fund Balance 1,299,942 1,809,440 139% = 2,592,838 2,757,229 106% 2,757,229 106% = 164,391-
i
Resources over Requirements (862,586) (166,040) (1,025,200) (215,884) ! ; (215,886) ! 809,314�
Net Transfers - In (Out) 1,149,827 1,113,829 824,187 671,622 662,895 (161,292);
0 o ea e o
TOTAL FUND BALANCE $ 1,587,183 $ 2,757,229 174% ; $ 2,391,825 $ 3,212,966 134% ; ; $ 3,204,238 134% ; $812,413;
A Capital Outlay appropriations are a placeholder should viable projects be recommended and approved for construction
\)IESC-0 Budget to Actuals Report
RV Park - Fund 618 100.0%
FY24 YTD June 30, 2024 (unaudited)
Year Complete
Fiscal Year 2023
1
Fiscal Year 2024
RESOURCES
Budget
Actuals
%
Budget
Actuals %
Projection %
$ Variance
RV Park Fees < 31 Days
605,000
548,219
91%
500,000
482,141 96% ;
482,141 96%
(17,859);
RV Park Fees > 30 Days
1
13,000
10,249
79%
12,500
21,682 173%, a
21,682 173%
9,182a
Cancellation Fees
14,000
8,636
62%
7,000
14,045 201%!
14,045 201%
7,045=
1
Washer / Dryer
1
4,200
5,560
!
132% =
5,000
! 1
5,449 109%
I
5,449 109%
449!I
Miscellaneous
3,750
2,907
78%
2,500
4,335 173%
4,335 173%
1,835-
Interest on Investments
552
2,764
501%
2,300
8,447 367%
8,447 367% a
I
6,147:
1
Vending Machines
1,750
1,492
1
85%
1,500
B I
1,352 90%
I
1,352 90% _
I
(148)�
TOTAL RESOURCES
642,252
579,826
90%
530,800
537,451 101%
537,451 101% ;
6,651;
REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance
Personnel Services
111,153
82,265 74% a
91,328
88,110 96%
90,988 100%
340:
1
Materials and Services
259,755
1
192,620 74%
303,173
I t
214,168 71%
1
214,168 71%
89,005=I
I
Debt Service
223,273
I
223,272 100% =
222,630
I I
222,596 100%
1
222,630 100%
I
-
TOTAL REQUIREMENTS ;
594,181
498,157 84%
617,131
524,874 85%
527,786 86%
89,345,
TRANSFERS
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
Transfers In - Park Fund
160,000
160,000 100%
160,000
160,000 100%
160,000 100%
Transfers In -TRT Fund
20,000
20,000 100% ,
20,000
20,000 100%
20,000 100%
Transfer Out - RV Reserve
(261,566)
t
(261,566) 100% _
(51,564)
i t
(51,564) 100%,
1
(51,564) 100%
1
-
TOTAL TRANSFERS
(81,566)
(81,566) 100% ;
128,436
128,436 100%
128,436 100% ;
FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance
Beginning Fund Balance
1
116,415
166,536 143%
93,115
166,640 179%
166,640 179% 73,525�
Resources over Requirements
I
48,071
81,669
1
(86,331)
12,577
1 1
9,665 95,996!
P 1
Net Transfers - In (Out)
I
(81,566)
(81,566)
I
128,436
128,436
I I
128,436
1 I
TOTAL FUND BALANCE
$ 82,920
$ 166,640 201% ;
$ 135,220
$ 307,653 228% ;
$ 304,740 225% ; $169,520:
3 IES` 0
2� Budget to Actuals Report
L
RV Park Reserve -Fund 619
FY24 YTD June 30, 2024 (unaudited)
100.0%
Year Complete
Fiscal Year 2023
Fiscal Year 2024
RESOURCES
Budget
Actuals %
Budget
Actuals %
Projection
%
$ Variance
Interest on Investments
6,298
21,589 343% =
34,300
45,518 133%
45,518 133%
11,218,
TOTAL RESOURCES
6,298
21,589 343% ;
34,300
45,518 133% ; ;
45,518
133% ;
11,218:
REQUIREMENTS
Budget
Actuals %
Budget
Actuals %
Projection
%
$ Variance
Materials and Services
-
-
100,000
18,610 19%
18,610
19%
81,390:
1
Capital Outlay
100,000
1
5,532 6%
74,000
1 6
26,642 36%
26,642
1
36%
47,358!1 A
TOTAL REQUIREMENTS ;
100,000
5,532 6%
174,000
45,252 26% a
45,252
26%
128,748:
TRANSFERS
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
Transfer In - RV Park Ops
261,750
261,566 100% a
51,564
51,564 100% E
51,564 100%
TOTAL TRANSFERS
261,750
261,566 100% ;
51,564
51,564 100% ;
51,564 100% ;
FUND BALANCE
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
Beginning Fund Balance
1,172,718
1,191,937 102%
1,372,453
1,469,559 107%
1,469,559 107%
1
97,106-
Resources over Requirements
(93,702)
16,056
(139,700)
266
266
139,966!
1
Net Transfers - In (Out) a
261,750
1
261,566
1
51,564
1 1
51,564
sa
1
51,564
a
1
�
TOTAL FUNGI BALANCE a
$ 1,340,766
$ 1,469,559 110% ;
$ 1,284,317
$ 1,521,389 118% ; ;
$ 1,521,389 118% ;
$237,072:
A Capital Outlay appropriations are a placeholder
31ESC0
G2< Budget to Actuals Report
Risk Management - Fund 670
FY24 YTD June 30, 2024 (unaudited)
RESOURCES
Workers' Compensation
General Liability
Unemployment
Property Damage
Claims Reimbursement
Vehicle
Interest on Investments
Skid Car Training
Process Fee- Events/Parades
Miscellaneous
TOTAL RESOURCES
REQUIREMENTS
Workers' Compensation
General Liability
Insurance Administration
Vehicle
Property Damage
Unemployment
TOTAL REQUIREMENTS
100.0%
Year Complete
Fiscal Year 2023 1
Fiscal Year 2024
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
1,234,761
1,226,486 99%
1,111,585
1,158,078 104%
1,158,078 104%
46,493e
1
892,681
1
892,681 100%
935,832
1 1
935,832 100%
1
935,832 100% ,
1
430,179
344,950 80%
439,989
348,407 79% 1
439,989 100%
A
1
419,566
I
419,566 100%
418,028
I@
418,028 100% _
I
418,028 100%
1
25,000
6,476 26%
369,959
399,903 108%
405,000 109%
35,041a
I
248,764
1
248,764 100% ,
226,710
1 1
226,710 100%
1
226,710 100%
@
49,346
148,514 301%
200,000
274,605 137% e '
274,605 137% !
74,605,
10,000
8,899 89% a
10,000
45,873 459% - a
47,000 470%
37,000.
1,000
1,260 126% =
2,000
1,595 80% 1
2,000 100%
180
- 0%
200
2,700 999% ,
3,000 999% -
2,800,
3,311,477
3,297,596 100% ;
3,714,303
3,811,731 103% ;
3,910,243 105% ;
195,9401
Budget
Actuals
%
Budget
Actuals
%
1,580,000
�
1,493,702
95%
I
1,880,000
2,080,334
111%
3,000,000
�
470,875
16%
1,200,000
594,663
I
50%
607,558
�
602,676
f
99%
714,197
659,650
I
92%
200,000
�
194,089
I
97% a
400,000
260,564
1
65% .
300,248
�
99,913
1
33%
300,250
474,866
1
158%
200,000
54,473
1
27%
250,000
109,645
1
44%
5,887,806
2,915,728
50% ;
4,744,447
4,179,723
88% ;
TRANSFERS Budget Actuals % Budget Actuals %
Transfers Out - Vehicle (3,500)
(3,500) 100% (3,500)
(3,500) 100% ,
Replacement
Transfers Out - IT -
- (32,000)
(22,328) 70%
Transfers Out - Claims
(349,959)
(349,959) 100%
Reimbursement
Transfers Out - IT Reserve -
- (118,000)
(118,000) 100%
TOTAL TRANSFERS (3,500)
(3,500) 100% ; (503,459)
(493,787) 98% ;
FUND BALANCE
Budget
Actuals %
Budget
Actuals %
Beginning Fund Balance
7,687,180
8,944,938 116%
8,000,000
9,323,307 117%
Resources over Requirements
1
(2,576,329)
381,869
1
(1,030,144)
(367,991)
I
Net Transfers - In (Out)
(3,500)
(3,500)
(503,459)
(493,787)
TOTAL FUND BALANCE
$ 5,107,351
$ 9,323,307 183% ;
$ 6,466,397
$ 8,461,528 131% ;
A Unemployment collected on first $25K of employee's salary in fiscal year
B Transfer out to IT to support cyber-security work
Projection % $ Variance
2,100,000
1
112%
(220,000);
600,000
I
50%
1
600,000�
I
680,000
1
95%
1
34,197=
I
270,000
I
68%
I
130,000;
I
475,003
I
i
158%
1
1
(174,753);
I
125,000
50%
125,000,
4,250,003
90% ;
494,444:
Projection % $ Variance
(3,500) 100%
(32,000) 100% B
I I 1
(349,959) 100%
(118,000) 100% = B
(503,459) 100% ;
Projection % $ Variance
9,323,307 117% 1,323,307-
i 1 I
(339,760) 690,384,
I I 1
(503,459)
I I I
$ 8,480,087 131% ; $2,013,690:
TES` 2' Budget to Actuals Report
`� 0
..tee Health Benefits -Fund 675
FY24 YTD June 30, 2024 (unaudited)
100.0%
Year Complete
Fiscal Year 2023
Fiscal Year 2024
RESOURCES
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
Internal Premium Charges
1
19,908,221
20,496,601 103%
25,899,034
25,508,234 98%
26,140,505 101% a
241,471- A
COIC Premiums
1,547,778
1,951,365 126%
1,963,363
2,025,772 103%
2,225,772 113%
262,409: A
1
Employee Co -Pay
1,282,015
H
1,247,607 97%
1,247,416
H e
1,406,479 113% ,
§
1,406,500 113% a
159,084!I B
Retiree / COBRA Premiums
595,000
982,424 165%
1,019,288
1,041,989 102% >
782,545 77%
(236,743)!1 A
Prescription Rebates
175,000
528,990 302% e
280,000
382,550 137% _
382,550 137%
102,550-C
Claims Reimbursement & Other
55,000
109,282 199% =
124,944
317,060 254% ;
317,060 254%
192,116
Interest on Investments
95,686
176,071 184% a
120,000
208,021 173% a
208,021 173%
88,021
TOTAL RESOURCES
23,658,700
25,492,341 108% ;
30,654,045
30,890,105 101% ; ;
31,462,954 103% ;
808,909:
REQUIREMENTS
Budget
Actuals
%
Budget
Actuals
%
Projection %
$ Variance
Health Benefits
26,597,563
25,514,122
96%
29,797,663
25,697,672
86%
27,991,505 94%
1,806,158- D
I
Deschutes On -Site Pharmacy
3,779,608
3,807,986
I
101%
1
4,287,997
4,859,645
1 6
113%
I H
1
5,213,997 122% ,
I
(926,000); E
1
Deschutes On -Site Clinic
�
1,212,497
1,205,226
99%
1,415,279
1,253,581
89%
I
1,429,162 101%
I
(13,883); F
Wellness
179,549
161,200
H
90%
186,274
120,458
I I
65%
I
186,274 100% _
I
F
TOTAL REQUIREMENTS ;
31,769,217
30,688,534
97% ;
35,687,213
31,931,356
89%
34,820,938 98%
866,275:
FUND BALANCE
Budget
Actuals %
Budget
Actuals %
Beginning Fund Balance
1
11,925,656
11,304,191 95%
1
6,107,743
6,107,998 100%
1
Resources over Requirements
(8,110,517)
(5,196,193)
(5,033,168)
(1,041,251)
Net Transfers - In (Out)
1
-
-
1
-
1
TOTAL FUND BALANCE
$ 3,815,139
$ 6,107,998 160% ;
$ 1,074,575
$ 5,066,747 472% ;
A Health Insurance costs were budgeted at an 11 % increase, but the actual increase is 29.35%
B The Employee Co -Pay rates increased on January 1, 2024
C Budget estimate is based on claims which are difficult to predict
D Projection reflects unanticipated large claims
E Industry spike in quantity and cost of specific drug category. Amounts are paid 1 month in arrears
F Amounts are paid 1 month in arrears
Projection % $ Variance
6,107,998 100% 255,
I 1 1
(3,357,984) 1,675,184e
1 I I
� o �
$ 2,750,013 256% ; $1,675,438:
\)1ES ` 2' Budget to Actuals Report
CZ 0
911 - Fund 705 and 710
FY24 YTD June 30, 2024 (unaudited)
RESOURCES
Property Taxes - Current Yr
Telephone User Tax
Interest on Investments
Police RMS User Fees
Contract Payments
User Fee
Data Network Reimbursement
State Reimbursement
Property Taxes - Prior Yr
Property Taxes - Jefferson Co.
Miscellaneous
TOTAL RESOURCES
100.0%
Year Complete
Fiscal Year 2023 1
Fiscal Year 2024
Budget
Actuals %
Budget
Actuals %
Projection %
$ Variance
10,402,834
10,493,711 101%
10,932,000
11,014,581 101% _
11,014,582 101%
82,582, A
1,668,000
1,881,374 113% a
1,827,530
1,467,581 80%
1,827,530 100%
a B
67,515
237,842 352% '
312,321
462,829 148%
462,829 148%
150,508:
237,221
244,437 103%
244,435
255,485 105% a
255,485 105%
11,050! C
153,292
i
167,764 109% ,
167,765
a �
172,636 103%
�
174000 104%
,
6,235-
140,445
146,863 105% :
148,820
151,203 102%
154,000 103%
5,180:
120,874
158,228 131%
145,852
107,080 73% =
145,852 100% i
810,000
622,177 77%
93,000
97,500 105% �
97,500 105%
4,5W D
80,000
90,291 113 /o ° @
90,000
108,215 120% -
� �
115,938 129%
25,93&
39,497
38,104 96%
40,500
40,915 101%
40,915 101%
415
25,000
° '
40,191 161 /0
32,100
30,176 94/0 ' �
32,100 100%
-'
13,744,678
14,120,981 103% ;
14,034,323
13,908,199 99%
14,320,731 102% ;
286,408:
REQUIREMENTS
Budget
Actuals
%
Budget
Actuals
%
Projection %
$ Variance
Personnel Services
8,606,196
7,891,350
92% ;
9,032,045
8,481,482
94% _
8,669,500 96%
362,545� E
Materials and Services
4,088,201
3,151,149
77%
4,250,715
3,333,806
78%
4,230,715 100%
20,000
Capital Outlay
5,015,100
2,347,522
47%
1,831,000
1,358,728
74%
1,851,000 101%
(20,000)-
TOTAL REQUIREMENTS
17,709,497
13,390,020
76%
15,113,760
13,174,017
87% ;
14,751,215 98% ;
362,545:
TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance
Transfers In 1,750,000 1,750,000 100% 1,950,000 0% 1,950,000 100%
Transfers Out (1,809,900) (1,809,900) 100% (1,950,000) 0% I (1,950,000) 100%
TOTAL TRANSFERS (59,900) (59,900) 100%
FUND BALANCE Budget Actuals % Budget
Beginning Fund Balance 12,950,799 12,722,890 98% 13,202,343
Resources over Requirements (3,964,819) 730,961 (1,079,437)
Net Transfers - In (Out) o (59,900) (59,900) -
TOTAL FUND BALANCE $ 8,926,080 $ 13,393,950 150% ; $ 12,122,906
A Current year taxes received primarily in November, February and May
B Telephone tax payments are received quarterly
C Invoices are mailed in the Spring
D State GIS reimbursements are received quarterly
E Projected Personnel savings based on FY24 average vacancy rate of 8.7%
Actuals % Projection % $ Variance
13,393,950 101% 13,393,950 101% 191,607:
734,181 ' (430,484) 648,953a
$ 14,128,132 117% ; ; $ 12,963,466 107% ; $840,560:
,,)T ES (-00 s
BOARD OF
COMMISSIONERS
MEETING DATE: July 22, 2024
SUBJECT: Deliberation #1: Deschutes County 2040 Comprehensive Plan Update -
Chapter 3, Farm and Forest Resources
RECOMMENDED MOTION:
Provide direction to staff on revisions to Chapter 3 of the draft Deschutes County 2040
Comprehensive Plan.
BACKGROUND AND POLICY IMPLICATIONS:
The Board of Commissioners will begin the deliberations process in consideration of the
draft Deschutes County 2040 Comprehensive Plan. The full record is located on the project
website: httr)s://www.deschutes.ors/cd/r)aRe/247-23-000644-Da-deschutes-countv-2040-
comprehensive-plan-update-hearing_page.
BUDGET IMPACTS:
None
ATTENDANCE:
Nicole Mardell, AICP, Senior Long Range Planner
Peter Gutowsky, Community Development Director
Stephanie Marshall, Senior Assistant Legal Counsel
-..
qWAIV
MEMORANDUM
TO: Deschutes County Board of County Commissioners ("Board")
FROM: Nicole Mardell, AICP, Senior Planner
Will Groves, Planning Manager
DATE: July 17, 2024
SUBJECT: Deliberation #1: Deschutes County 2040 Comprehensive Plan Update -
Chapter 3, Farm and Forest Resources
On July 22, 2024, the Board will deliberate Chapter 3 of the Deschutes County 2040
Comprehensive Plan (2040 Plan), pertaining to Farm and Forest Resources (Attachment A).
Staff provides a brief background on the process, items recommended to remain in a
"parking lot" that will ultimately inform an action plan, and notable testimony. During this
meeting, the Board will be asked to provide recommended text, goal, and policy revisions for
incorporating in the final document.
1. PROPOSAL
This is a legislative text amendment to repeal and replace the 2030 Comprehensive Plan,
adopted in 2011, with the 2040 Plan. No zoning or comprehensive plan map amendments
are being considered, nor are any changes to the County's adopted Goal 5 inventories
pertaining to significant natural resources, scenic views, open spaces, mineral and aggregate
sites, and historic and cultural resources.
The full record is included on the project hearing page:
https://www.deschutes.org/cd/page/247-23-000644-pa-deschutes-county-2040-
comprehensive-plan-update-hearing-page.
11. BACKGROUND
The 2040 Plan provides background information, a summary of community considerations,
and overarching goal and policy guidance pertaining to key issues facing the county. The
Board held public hearings to gather testimony for the 2040 Plan on April 10, 2024, in Bend';
1 https://www.deschutes.org/bcc/page/board-county-commissioners-meeting-162
April 23 in Sunriver2; April 30 in Sisters3; and May 8 in Bend 4. At the conclusion of the May 8
hearing, the Board voted to close the oral record, leave the written record open until May 30,
and commence deliberations at a subsequent meeting.
The Board conducted a work session on June 10'to discuss the process for deliberating the
2040 Plan, ultimately determining to perform an extensive review of the following four
chapters:
• July 22: Chapter 3, Farm and Forest Resources
• July 24: Chapter 5, Natural Resources
• July 29: Chapter 7, Natural Hazards
• August 5: Chapter 11, Unincorporated Communities and Destination Resorts.
The Board may choose to conduct additional deliberations if needed. At each one,
commissioners will discuss preferred edits to chapter narratives, goals, and policies.' Staff
will be seeking consensus from the Board. Some issues may warrant a vote.
Parking Lot
During the June work session, staff introduced the concept of a "parking lot" for items that
may be outside the scope of the 2040 Plan. This includes items that are one-time actions
more fitting for a subsequent action plan or those that are potentially precluded by state
law. They are listed in Attachment B. Staff recommends the Board table them during
deliberations, and instead include the list as an attachment to the adopted 2040 Plan. The
Board can then discuss them in greater detail through the development of an action plan.
I11. KEY ISSUES FOR CONSIDERATION
Chapter 3, Farm and Forest Resources was selected due to numerous public and agency
comments. To aid the Board's discussion, a high-level summary of topics raised in the record
are listed below'.
2 https://www.deschutes.org/bcc/page/public-hearing-2020-2040-comprehensive-plan-update
3 https://www.deschutes.org/bcc/page/public-hearing-2020-2040-comprehensive-plan-update-0
4 https://www.deschutes.org/bcc/page/2020-2040-comprehensive-plan-update-public-hearing
s https://www.deschutes.org/bcc/page/board-county-commissioners-meeting-175
6 Scrivenor's errors and technical edits do not need to be discussed as part of the deliberations process. Staff
will compile a list to update in the final draft of the document.
' This list does not include items that are considered to be one-time actions, outside the scope of the plan, or
potentially precluded by state law. Those items are listed separately in Attachment A "Parking Lot".
Page 2 of 4
Farm Resources
• Uses on Farm Land:
o Limit non -farm uses on and adjacent to Exclusive Farm Use (EFU) zoned land.
o Revise County Code to require only minimum standards prescribed by state
law for uses in the EFU zone.
o Avoid use of farm zoned land for de facto open space.
o Support income -producing supplemental activities on farms.
o Limit expansion of trails, paths, and other human activities not compatible
with farming practices.
o Allow small scale energy facilities on farm land.
o Support ancillary businesses related to agriculture such as equipment sales
and repairs, feed stores, market, etc.
o Add reference to use of lands for dryland grazing.
o Revisit accessory farm dwelling requirements to remove parcel size
restrictions
• Rezoning of Farm Land:
o Clearly recognize that lands not meeting the definition of agricultural land
under state law should be redesignated for other purposes.
o Amend policies to clearly reference statutory citation for rezoning.
o Preserve farmland and limit rezoning.
o Allow for rezoning of farm land on a case by case basis.
o Explore large scale rezoning of non -high value farmland to Multiple Use
Agriculture or Rural Residential zones.
o Revisit criteria for designation of EFU zoned land, including subzones.
o Consider exploring a new zone for farm land adjacent to the City of Bend, to
preserve land for efficient future urban development.
• Miscellaneous Items:
o Ensure adequate water availability for farming'.
o Limit use of irrigation water for uses outside of farming and water waste
associated with agriculture'.
o Note the need for conservation measures and investment in infrastructure to
promote improvements to irrigation water supply.
o Remove or add qualifying statements to "Changes in Climate Conditions"
section.
o Support concept of "Working Lands Conservation Easements" to voluntarily
conserve land for farming in perpetuity.
o Support increased education and incentives to promote biodynamic farming.
$ Staff recommends discussing these topics as part of the Chapter 5, Natural Resources Deliberations Meeting
9 Ibid.
Page 3 of 4
o Add policy to utilize compost from the County landfill on farmland to increase
soil productivity.
o Strengthen language pertaining to removal of noxious weeds on County
owned land.
Forest Resources
• Retain significant trees for carbon sequestration.
• Limit development on forest zoned lands.
• Limit development in wildland urban interface.
• Allow limited, environmentally sustainable recreation activities.
• Limit expansion of trails, paths, and other human activities not compatible with forest
practices.
• Limit rezoning of forest land.
• Preserve property owner rights to develop property with uses allowed by state law.
• Note the role of unsustainable harvesting practices in timber industry decline.
• Note the decline of logging as a contributing factor to wildfire.
• Add information related to management of forest lands for wildfire protection.
Explore opportunities to rezone historically developed areas.
IV. NEXT STEPS
Staff seeks direction from the Board on preferred edits to this chapter. Following the
discussion, staff will integrate them into a final version of the 2040 Plan for adoption.
The Board's next deliberation is scheduled for Wednesday, July 24 to discuss Chapter 5,
Natural Resources.
Attachments:
A. Chapter 3, Farm and Forest Land
B. "Parking Lot" Issues
Page 4 of 4
La
M
Farm and Forest
Resources
opportunities, Challenges, and Considerations
Farm and forestry resources and operations continue to play an important role in
the character and economy of Deschutes County. However, a variety of ongoing and
forecasted trends will impact the viability and vitality of these industries and the people
who contribute to them. A number of these trends and challenges are described below
and more information about some issues is found in the Water Resources section of this
Plan (see Chapter 5: Natural Resources).
PREVALENCE OF SMALL FARMING OPERATIONS
AND HOBBY FARMS
The 2022 Census of Agriculture profiles
Deschutes County as primarily consisting of
small acreage, hobby farms and other relatively
small agricultural operations. As of 2022 there
were approximately 1,572 farms, an increase
of 5% from 2017. Although the average size
of a farm in Deschutes Countv is 97 acres, the
majority of acreage (about 85%) is in farms of 50
acres or less in size.
MARGINAL OR LOW PRODUCTIVITY SOILS
While a large proportion of the County is zoned
for exclusive farm use, much of the land in these
areas has marginal soils which provide limited
productivity, particularly for higher value crops.
Limited access to water rights and irrigation
can further hamper productivity in some areas.
Deschutes County attempted to reclassify certain
agricultural lands through a nonresource lands
program. This approach was rejected at the state
level. Since that time, some landowners have
successfully redesignated property, primarily to
residential zones, through an applicant -initiated
process.
FINANCIAL CHALLENGES
According to the 2022 Agricultural Census,
agricultural producers in Deschutes County
are often operating in the red. The per -farm
average of market value of products sold was
$25,437, a 23% increase from 2017, and average
production expenses of $39,918. This results in
a deficit of approximately $14,481 per farm per
year. Government payments help cover a portion
of this deficit, with the average farm receiving
$17,959 in assistance. The costs of operating
continue to be a major challenge for small family
operations, resulting in approximately 48% of
farms in Deschutes County reporting under
$2,500 in sales.
DECLINING FOREST PRODUCTS INDUSTRY
Approximately 1,032,436 acres of Deschutes
County area are zoned for Forest Use.
Historically, forestry on public and private land
was a primary industry in Central Oregon with
key mill sites along the Deschutes River in Bend.
Over time, species protections, international
competition, and new technologies have reduced
the overall footprint of the timber industry in
Central Oregon. Recently, land uses are shifting
toward recreation and residential development
in these natural resource areas.
3-2 1 Deschutes County Comprehensive Plan
WATER SUPPLY AND IRRIGATION
Much of Deschutes County is served by six
irrigation districts (Map 3-1) - these are special
entities created for the purpose of delivering
water to their patrons. These districts are quasi -
municipal corporations chartered under Oregon
law that operate as political subdivisions of the
State of Oregon. In addition to irrigation, these
districts also supply other services including
municipal, industrial, and pond maintenance. In
most cases, these districts are holders of senior
water rights with shares then distributed to their
patrons. As is the case with all water rights, the
irrigation districts' water rights are managed
by the Oregon Water Resources Department
and subject to "beneficial use" requirements to
prevent the waste of the water resource. The
total water available for irrigation and other
human uses in Deschutes County is fixed under
the current water regime, and there is little
opportunity to expand irrigated farming in the
County. Irrigation districts with more junior
water rights such as Arnold Irrigation District
and North Unit Irrigation District (operating
north of Deschutes County), have recently seen
challenges with water delivery due to limited
availability and drought.
CHANGES IN CLIMATE CONDITIONS
Because the total volume of water available for
agricultural and human use is fixed, strategies
to decrease water usage (capping or piping
irrigation channels, irrigation timing strategies,
Days Above 90 Degrees in Brothers
2023 !;
I -i i
water conservation) will become more crucial.
Deschutes County is committed to working with
irrigation districts and holders of water rights to
increase water conservation efforts throughout
the County in a manner consistent with existing
legal frameworks established by State and
Federal law.
CT
Agriculture and ranching operations in
Deschutes County vary widely based on water
availability, soil, and microclimate. The following
subzones were created through a commercial
farm study conducted in 1992. This study
concluded that irrigation is a key factor to
viability of operations, which enabled the County
to establish smaller acreages than allowed by
state law to provide additional flexibility.
Additional information about farm and forest
resources is provided in the tables and charts
below.
Deschutes County classifies Forest land in one of
two zones. Forest 1 zoning is intended for land
that is primarily used for forest management
or commercial forestry, with a lot size over 160
acres, and not developed with residential or non -
forest uses. Forest 2 zoning is intended for land
that does have residential or non -forest uses, is
less than 160 acres, and may contain roads or
other public facilities that serve the property.
State regulations limit residential and non -
forestry related development on forest lands
and the County sees only a few applications for
3-3 1 Deschutes County Comprehensive Plan
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development in these areas each year. Even
with this limitation on development, forest
managers and service providers continue to
express concern with wildfire risk associated
with residential development in heavily wooded
areas.
Most lands in either of these classifications
within Deschutes County are federally owned
and managed by the US Forest Service.
Historically, forest lands were used for timber
production. As timber harvesting decreases,
other uses for forest lands are emerging. State
regulations permit five general types of uses,
including forest operations; environmental,
agricultural or recreational uses; two types of
Cropland
Pastureland
Woodland
Other
Farrin and Forest Resources
Farms By Size (acres)
1,000+
12 farms
500 to 999
13 farms
180 to 499
40 farms
50 to 179
151 farms
N
10 to 49 671 farms
1 to 9 597 farms
Farms By Value of Sales
®
Less than $2,500
in
$2,500 to $4,999
IM
$5,000 to $9,999
$10,000 to $24,999
il $25,000 to $49,999
$50,000 to $99,999
$100,000 or more
Minimum Parcel Size •
Subzone Name formdivisions andfqrm-
related
Lower Bridge 130
Irrigated field crops, hay pastures
Irrigated alfalfa, hay and pastures, wooded grazing
Sisters/Cloverdale
63
and some field crops
Terrebonne
35
Irrigated hay and pasture
Tumalo/Redmond/Bend
23
Irrigated pasture and some hay
Alfalfa
36
Irrigated hay and pasture
Riparian meadows, grazing and
La Pine
37
meadow hay
Horse Ridge East
320
Rangeland grazing
3-5 1 Deschutes County Comprehensive Plan
dwellings and locally dependent uses. Permitted
uses are defined and clarified in OAR 660-006.
The following uses are major forest uses in
Deschutes County:
Secondary forest products (forest
operations): There is an increasing use of
secondary forest products, such as hog fuel
(chipped wood) or wood slash. This type of
product is generally seen as providing dual
benefit, by providing economic opportunity
while also reducing wildfire risk through
thinning projects.
Alternative Energy: Biomass is an
emerging technology for renewable energy
and can also be integrated with these
products. The first biomass facility in the
County is currently under development
through a partnership with Mt. Bachelor Ski
Resort and the US Forest Service.
Recreation (environmental, agricultural
and recreation uses): The proximity of
federal forests for hiking, mountain biking,
skiing, hunting, fishing, wildlife viewing and
other outdoor recreation draws tourists
and residents alike. Skyline Forest. a
33,000-acre privately owned property in
the Forest 1 zone has been identified as
a potential community asset, with several
groups and nonprofits seeking to acquire
and utilize the property as a community
forest. In 2022, Deschutes Land Trust
facilitated a community visioning process to
identify preferred community uses if land
were to be purchased as a privately held
recreational asset.
Farwrm and Forest Resources
Key Community Considerations
Given the range of issues and conditions
discussed above and, this plan includes a
variety of policies to support farm and forest
operations in Deschutes County. Additional
related policies also are found in Chapter 2:
Land Use and Regional Coordination, Chapter
5: Natural Resources, and Chapter 9: Economic
Development. These strategies are underpinned
by the following results of Comprehensive Plan
outreach efforts.
• Community members opposed rezoning
low productivity farmland with poor soil
to allow greater opportunities for housing,
while supporting rezoning of this land to
preserve open space.
• There is strong support for conducting
educational outreach to encourage water
conservation and on -farm efficiency
measures
• Community members also strongly support
allowing greater flexibility for income -
producing supplemental activities on farms
such as farm -to -table dinner, farm stands,
weddings, or similar events.
• Outreach participants expressed support
for investment in the agricultural economy
through grants or exploring a farmland
conservation program.
3-6 1 Deschutes County Comprehensive Plan
Goals and Policies
Goal 3.1: Preserve and maintain agricultural
lands, operations, and uses to support
Deschutes County's agricultural economy
Policy 3.1.1. Retain agricultural lands
through Exclusive Farm Use zoning.
Policy 3.1.2. Continue to apply Exclusive
Farm Use sub- consistent with the County's
most up-to-date adopted studies of
agricultural land and as implemented
through the County Development Code.
Policy 3.1.3. Develop comprehensive plan
policy criteria and code to provide clarity on
when and how EFU parcels can be converted
to other designations.
Policy 3.1.4. Regularly review farm
regulations to ensure compliance
with changes to State Statute, Oregon
Administrative Rules and case law.
Goal 3.2: Promote a diverse, sustainable, and
thriving agricultural sector.
Policy 3.2.1. Encourage farming by
promoting the raising and selling of crops,
livestock and/or poultry.
Farm and Forest Resource
Policy 3.2.2. Support agriculture through
the use of grant funds, research, and
other resources dedicated to agricultural
community members and stakeholders,
including but not limited to farmers,
agricultural researchers, farm bureaus,
and other organizations in studying and
promoting economically viable agricultural
opportunities and practices.
Policy 3.2.3. Support and encourage small
farming enterprises through a variety of
related strategies and programs, including,
but not limited to, niche markets, organic
farming, food council, buy local, farmers
markets, farm -to -table activities, farm stands
or value-added products, or other programs
or strategies.
Policy 3.2.4. Work cooperatively with
irrigation districts, public agencies and
representatives, and landowners to
promote and support agricultural uses and
operations, including through use of rural
reserves, conservation easements, transfer
of development rights programs, land
acquisition, and other preservation strategies
consistent with existing Federal and State
Law.
Policy 3.2.5. Support efforts to control
noxious weeds and invasive species.
Policy 3.2.6. Continue to review and revise
county code as needed to be and consistent
with state code, rules, and regulations to
permit alternative and supplemental farm
activities that are compatible with farming,
such as agritourism or other small-scale
sustainable activities.
Policy 3.2.7. Work with the State to review
and revise their regulations when a desired
alternative or supplemental use identified
by the County is not permitted by State
regulations.
3-7 1 Deschutes County Comprehensive Plan
Policy 3.2.8. Use land use policy and
development code requirements, including
right -to -farm provisions, as well as
coordination with other jurisdictions to
minimize conflicts between residential
uses and agricultural uses and continue to
promote the viable operation of agricultural
uses.
Policy 3.2.9. Provide resources such as
technical assistance and access to grants to
support on -site efficiency upgrades relating
to agriculture.
Goal 3.3: Ensure Exclusive Farm Use policies,
classifications, and codes are consistent with
local and emerging agricultural conditions and
markets.
Policy 3.3.1. Identify and retain accurately
designated agricultural lands.
Policy 3.3.2. Continue to explore new
methods of identifying and classifying
agricultural lands.
a. Apply for grants to review and, if needed,
update farmland designations.
b. Study County agricultural designations
considering elements such as water
availability, farm viability and economics,
climatic conditions, land use patterns,
accepted farm practices, and impacts on
public services.
c. Lobby for changes to State Statute
regarding agricultural definitions specific
to Deschutes County that would allow
some reclassification of agricultural lands.
Policy 3.3.3. Address land use challenges in
the Horse Ridge subzone, specifically:
a. The large number of platted lots not
meeting the minimum acreage;
The need for non -farm dwellings and
location requirements for farm dwellings;
Farm and Forest Resources
c. Concerns over the impact on private
property from off -road vehicles, facilities,
and trails located on adjacent public lands.
Policy 3.3.4. Continue to work with the State
to review and revise accessory farm dwelling
requirements to address the needs of local
farmers.
Policy 3.3.5. Encourage coordination
between agricultural interests and fish
and wildlife management organizations,
including public agencies, non -governmental
organizations and others.
Policy 3.3.6. Explore the evaluation and
potential redesignation of lands with a
farm designation and poor soils and low
productivity for protected open space,
development of needed housing, or other
uses that support community goals as
follows.
a. Allow comprehensive plan and zoning
map amendments, including for those that
qualify as non -resource land, for individual
EFU parcels as allowed by State Statute,
Oregon Administrative Rules and this
Comprehensive Plan.
b. Explore creation of a new zoning
classification intended to balance value of
high desert environment while allowing for
limited housing opportunities and applying
this designation through coordination with
interested and willing property owners.
Goal 3.4: Protect and maintain forest lands for
multiple uses and objectives, including forest
products, watershed protection, conservation,
recreation, wildlife habitat protection, carbon
sequestration, forest health, and wildfire
resilience.
Policy 3.4.1.Retain forest lands through
Forest 1 and Forest 2 zoning.
3-8 1 Deschutes County Comprehensive Plan
Policy 3.4.2. To conserve and maintain
unimpacted forest lands, retain Forest 1
zoning for those lands with the following
characteristics:
a. Consist predominantly of ownerships not
developed by residences or non- forest
uses;
b. Consist predominantly of contiguous
ownerships of 160 acres or larger;
c. Consist predominantly of ownerships
contiguous to other lands utilized for
commercial forest or commercial farm
uses;
d. Are accessed by roads intended primarily
for forest management; and
e. Are primarily under forest management.
Policy 3.4.3. To conserve and maintain
impacted forest lands, retain Forest 2
zoning for those lands with the following
characteristics:
a. Consist predominantly of ownerships
developed for residential or non -forest
uses;
b. Consist predominantly of ownerships less
than 160 acres;
c. Consist of ownerships generally
contiguous to tracts containing less than
160 acres and residences, or adjacent to
acknowledged exception areas; and
d. Provide a level of public facilities and
services, including roads, intended
primarily for direct services to rural
residences."
Policy 3.4.4. Notwithstanding any other
quasi-judicial plan or zone change criteria,
lands designated as Forest under this Plan
and zoned Forest 2 may upon application be
redesignated and rezoned from Forest 2 to
Exclusive Farm Use if such lands:
Farm and Forest Resources
a. Do not qualify under State Statute for
forestland tax deferral,
b. Are not necessary to permit forest
operations or practices on adjoining lands
and do not constitute forested lands
that maintain soil, air, water and fish and
wildlife resources,
c. Have soils on the property that fall within
the definition of agricultural lands as set
forth in Goal 3,
d. Are a tract of land 40 acres or less in size,
e. Do not qualify under State Statute and the
terms of the Forest 2 zone for a dwelling,
and;
f. Were purchased by the property owner
after january 1, 1985 but before November
4, 1993.
Such changes may be made regardless of
the size of the resulting EFU zoning district.
Such changes shall be processed in the
same manner as other quasi-judicial plan or
zoning map changes.
Policy 3.4.5. Ensure that criteria for and
designation of Forest Lands are consistent
with state administrative rules and statutes.
Policy 3.4.6. Coordinate and cooperate
with the U.S. Forest Service, the Bureau
of Land Management and other public
agencies to promote sustainable forest uses,
including recreation and biomass facilities,
on public forest land, including currently
adopted Forest and Land Management Plans
prepared by the US Forest Service (USFS) and
US Bureau of Land Management (BLM).
a. Using the Deschutes National Forest
Land and Resource Management Plan,
or its successor, as the basis for mutual
coordination and cooperation with the U.S.
Forest Service;
3-9 1 Deschutes County Comprehensive Plan
b. Using the Prineville Bureau of Land
Management Upper Deschutes Resource
Management Plan, or its successor, as
the basis for mutual coordination and
cooperation with the Bureau of Land
Management.
Policy 3.4.7. Notify affected agencies and
tribal governments when reviewing land use
applications and proposals for development
that could impact Federal or State forest
lands.
Policy 3.4.8. Support economic development
opportunities that promote forest health,
create opportunities for local production
of related forest products, and reduce the
prevalence of invasive plant species that
adversely affect forest health and soil quality.
Policy 3.4.9. Provide input on public forest
plans that impact Deschutes County.
Policy 3.4.10. Coordinate with community
stakeholders to support forest management
plans and projects that are consistent with
the policies of this chapter and with local
community forest management and wildfire
protection plans.
Farm and Forest Resources
a. Promote forest health and resilience to
wildfire.
b. Contribute to public safety by treating
wildland hazardous fuels particularly in
the designated Wildland Urban Interface
as identified in the Community Wildfire
Protection Plans described in Chapter 13,
Natural Hazards, of this Plan.
c. Retain fish and wildlife habitat.
Policy 3.4.11. Continue to review and revise
the County Code as needed to ensure
development in forest zones minimizes and/
or mitigates impacts on fish and wildlife
habitat, forest health, and wildfire resiliency.
3-10 1 Deschutes County Comprehensive Plan
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**DRAFT**
July 19, 2024
Governor Tina Kotek
Office of the Governor
900 Court Street, Suite 254
Salem, OR 97301-4047
Dear Governor Kotek -
We wanted to update you on Deschutes County's progress related to providing additional shelter
space for people living unsheltered and re-engage discussions with you about using the Gales'
property for a managed camp. Even though the Gales are taking steps toward a re -zone
application to allow for safe parking, we are seeking a more comprehensive and immediate
solution that provides the opportunity for safe parking, managed camping, and/or tiny
homes/shelter pods.
In terms of progress over the past year, Deschutes County has accomplished or is planning the
following:
• Deschutes County adopted a Safe Parking program within the urban growth boundaries
and 1-mile from the (UGB) of the cities of Bend and Redmond.
• Deschutes County deployed basic hygiene stations (portable toilets, drinking water, hand
washing stations, and dumpsters) at County -owned land in Juniper Ridge to serve people
who are houseless and living on the edge of Bend.
• Deschutes County staff has drafted conceptual options for a supported/managed camp on
45-acres of County -owned land in Southeast Redmond. The area will be used as an
alternative location for people who are living on the 137-acres of County -owned land
that is part of the land swap with the Department of State Lands.
• Oasis Village, a 15-tiny home village providing low -barrier shelter, opened on County -
owned property in Redmond in January 2024.
• Deschutes County provided $320,000 for a new pilot program called Workforce Home
Ownership for Median -income Earners (Workforce HOME) to support the building of
new homes for median -income earners.
• Deschutes County approved an additional $250,000 to further expand Mountain View
Community Development's Safe Parking Program.
Also, thank you for your commitment of $1.1 million in state funds for housing pods. We are
encouraged by the opportunities currently being discussed for the use of housing pods in
Deschutes County.
As detailed above, Deschutes County has actively supported the creation of additional capacity
to address homelessness within our cities and urban growth boundaries. We now are respectfully
asking for your assistance on paths forward to build and operate a managed camp at the Gales
property, located within a mile of the Bend Urban Growth Boundary.
Board of County Commissioners,
Chair Vice Chair Commissioner