The URL can be used to link to this page

2025-160-Minutes for Meeting May 21,2025 Recorded 5/29/2025\XviES CO C, G �� j BOARD OF •�,,, COMMISSIONERS Recorded in Deschutes County OJ2025-1 6Q Steve Dennison; County Clerk Commissioners' .journal 05/29/2025 12:43:57 PM 1300 NW Wall Street, Bend, Oregon (541 ) 388-6570 2025-160 BOCC MEETING MINUTES 1:00 PM MONDAY April 21, 2025 Allen Room Live Streamed Video Present were Commissioners Anthony DeBone, Patti Adair and Phil Chang. Also present were County Administrator Nick Lelack; 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: www.deschutes.org/meetings. CALL TO ORDER: Chair DeBone called the meeting to order at 1:00 pm. CITIZEN INPUT: None AGENDA ITEMS: 1. Facilities Department Capital Improvement Program Update Facilities Director Lee Randall and Capital Improvement Manager Eric Nielsen presented information on recently completed and current capital improvement projects, including the Courthouse expansion, and on planning work for future improvements to the Public Safety Campus and the Downtown Campus. County Administrator Nick Lelack added that Facilities will share a presentation on the Downtown Campus Plan at the Board's joint meeting with Bend next Monday. BOCC MEETING APRIL 21, 2025 PAGE 1 OF 9 Discussion ensued regarding possible seismic upgrades to the current Courthouse building. Nielsen said any upgrades recommended by a structural engineer will be evaluated by staff in light of the available budget. 2. Treasury Report for March 2025 Bill Kuhn, County Treasurer, presented the Treasury Report for March 2025. Commissioner Adair commented that First Interstate is no longer matching the Local Government Investment Pool rate. Kuhn explained that the bank had agreed to match the LGIP rate for six months, which it did, and now has lowered its rate to 4.25%. In response to Commissioner Adair, Kuhn confirmed that one statement in the investment policy concerning the portfolio's maturity dates contradicts another statement, warranting a revision. 3. Finance Report for March 2025 Robert Tintle, Chief Financial Officer, presented the Finance Report for March 2025, sharing that TRT revenues came in above projections for the months of December and January. Commissioner Chang asked about the source of the $6 million expected to be added to the Behavioral Health reserves by the end of the fiscal year. Tintle explained that as revenues received from the State go unspent, they are transferred into reserves until needed. 4. Preparation for Public Hearing: Temporary Hardship Dwelling Text Amendments Nicole Mardell, Senior Planner, explained the proposed staff -initiated amendments to the County's regulations for temporary hardship dwellings, which can be used as a residence for someone who needs care or for a caregiver. She explained that because only one secondary dwelling is allowed on residential properties aside from the primary dwelling, a property could have either an ADU or a temporary hardship dwelling, but not both. She noted that State law does not allow temporary hardship dwellings in either the MUA10 or RR10 zones. In response to Commissioner Chang, Mardell explained the tracking system used by the Community Development Department and the process by which staff BOCC MEETING APRIL 21, 2025 PAGE 2 OF 9 ensures that any temporary hardship dwelling which is not being used in accordance with the regulations is decommissioned. Peter Gutowsky, Community Development Director, spoke to the desire by many to age in place with extended family, which temporary hardship dwellings can help to facilitate. He explained one recommended change is to allow the conversion of a secondary dwelling to a temporary hardship dwelling with requisite permits. Commissioner Adair spoke to the need for affordable housing and to the existence of many illegal ADUs. In response to questions, Gutowsky said medical hardship dwellings must be renewed every year upon the submittal of documentation from a physician. Mardell said the Board has the authority to change the source of that documentation from a doctor to a physician's assistant (PA), the latter of which can serve as a person's general healthcare provider. Continuing, Mardell said about 143 properties throughout the County currently have an active temporary hardship dwelling approval. In the last two years, CDD has received 18 applications for these in non -resource zones and seven applications for such dwellings on properties in resource zones. Referring to the process by which automated yearly reminders are issued, Gutowsky said if no response is received, Code Enforcement follows up. Mardell said staff further proposes to change the renewal period from one year to two years. 5. Deschutes County Property / East of Redmond / Code Enforcement Violation Community Development Administrative Manager Angie Havniear introduced the matter of Code enforcement violations on County -owned property near the Negus Transfer Station east of Redmond involving numerous encampments. In response to questions, Havniear distributed a map showing the location of the property which is made up of 1600 acres. The County is working to partition the parcel, which has been assigned multiple addresses. Havniear recited the specific violations of Code sections which were determined after a complaint was received in September of 2024, with the notice of violation issued on March 27, 2025. A hearing has been scheduled for May 6t". Havniear sought Board direction and referred to the following options identified by staff: BOCC MEETING APRIL 21, 2025 PAGE 3 OF 9 1. Initiate Policy No. GA-23 and remove all unpermitted encampments, utilizing a voluntary compliance agreement that encompasses all violations stated in the Notice of Violation. 2. Hold all of the noticed Code enforcement violations in abeyance; or 3. Proceed with Code enforcement and a hearing on May 61n In response to Commissioner Adair, Havniear said it is not known how many persons are currently camping on the property. Responding to Commissioner Chang, Havniear said Code Enforcement was directed to keep in abeyance with regard to the County -owned property at juniper Ridge. Peter Gutowsky, Community Development Director, added that CDD has identified imminent public health and safety hazards on both properties. Havniear distributed a map showing the locations where solid waste has accumulated on the property. The map also depicted the specific origin of each of the 2,800 calls to 9-1-1 made between 2020 and 2025; a separate table broke down the report of each call according to problem or complaint category (armed subject, burglary/theft, missing person, overdose, etc.). Havniear also distributed an estimate of $528,290 received from Central Oregon Bio Solutions for cleaning up the property. The estimate is based on assigning eight persons to clean up 17 different areas and includes items such as the dismantling of 20 recreational vehicles. Havniear noted that the estimate does not extend to the property designated for CORE3 project or to areas inside city limits. Commissioner Chang said while the County is working with the City of Redmond to establish a managed camp to the west of the CORE3 property, that is not expected to be available until late November. Noting that the County donated property in this area for the North Point Vista, Oasis Village and CORE3 projects, Commissioner DeBone said the County must turn the corner on the problem of unsanctioned camping, which has led to the cutting down of trees and the disposal of human waste, antifreeze and oil on the ground. In response to Commissioner DeBone, Havniear said the County has the option of acknowledging the violation and receiving time to correct it. She described the steps taken for a voluntary compliance agreement. BOCC MEETING APRIL 21, 2025 PAGE 4 OF 9 Commissioner Chang spoke to needed investments in pathways out of homelessness which produce results, saying that while the number of homeless persons in Bend and Redmond levelled off and even declined between 2023 and 2024 due to targeted spending, not enough is being done. Commissioner DeBone said the encampments constitute an unacceptable utilization of land zoned for Exclusive Forest Use (EFU), which previously was used for recreational activities. Commissioner Adair asked to know how many people called 9-1-1 from this area over the past year. Commissioner Chang said while some people who are homeless want to transition to being housed, others do not. If enough shelter is offered for those who want to be housed, the only ones left to deal with would be those who are not interested in being housed. Saying that entering into a voluntary compliance agreement would offer some flexibility to address the situation, Gutowsky referred to County policy GA-23 which allows the removal of campers from County -owned property. Erik Kropp, Deputy County Administrator, reminded that the County has prioritized addressing unauthorized camping on the CORE3 and Juniper Ridge areas as well as on the property anticipated to be swapped with DSL. Stressing that the County must have an alternate location to offer for people to relocate to before it removes them from any area, he recommended that the Board hold this Code violation in abeyance and continue to focus on the three properties listed. Commissioner Chang asked if a voluntary compliance agreement can allow for phased actions to correct a violation. Stephanie Marshall, Senior Assistant Legal Counsel, confirmed that a voluntary compliance agreement can accommodate different timelines to bring a matter into compliance. She acknowledged competing state laws in this instance insofar as camping is not permitted on EFU land, yet the County must offer an alternate location to anyone displaced. Kristie Bollinger, Property Manager, added it would be very hard to enforce the prohibition against camping on 1600 acres after a clean-up was completed. Commissioner Adair emphasized the significant risk of fires being started and spreading beyond the property. BOCC MEETING APRIL 21, 2025 PAGE 5 OF 9 Commissioner DeBone suggested that 40 acres of County -owned property could be used, even temporarily, as a long-term visitor area and also as an alternate location to direct people who are displaced. Commissioner Chang said it would be dangerous to move widely dispersed camps to a much smaller area without oversight or management. 6. Community Development Department Draft FY 2025-26 Work Plan CDD Director Peter Gutowsky introduced the discussion of the department's updated draft work plan, saying a public hearing has been scheduled for May 7tn Todd Cleveland, Onsite Wastewater Manager, shared that the County issued 21 rebates for alternative treatment systems last year, and hopes to secure additional funding to continue to offer these. Anthony Raguine, Principal Planner, said after the appeal of the County's 2040 Comprehensive Plan update is resolved, staff will bring an action plan to the Board for consideration. Raguine also spoke to Planning's work to incorporate clear and objective regulations into County Code in accordance with State law. Randy Schied, Building Official, described recent work to inspect and permit a three-story medical building in La Pine as well as a new air traffic control center for the City of Bend. In addition, the department is conducting cross -training to achieve increased efficiency between certifications. Angie Havniear, CDD Administrative Manager, reported efforts to improve communications and information on the department's website to enhance transparency and make online permit submittals easier. She said Code Enforcement abated two properties in the past year, one of which was a 30-acre parcel having 30 greenhouses which had been used for illegal marijuana production. Dan Smith, Code Enforcement Specialist, explained that a notification process for pending Code enforcement actions has been created to facilitate awareness via the County's DIAL system which is accessible to the public. Havniear added that approximately 250 properties are currently pending. A break was announced at 4:10 pm. The meeting reconvened at 4:18 pm. BOCC MEETING APRIL 21, 2025 PAGE 6 OF 9 7. g. Amendment to an existing ground lease with City of Redmond Kristie Bollinger, Property Manager, explained that this amendment would modify the lease granted to the City of Redmond for the Oasis Village project due to the Board's decision to directly lease adjacent County -owned property to Mountain View Community Development for permanent supportive housing. Commissioner DeBone commented that the amendment would reduce the amount of property currently being leased to the City. ADAIR: Move approval of Document No. 2025-060, an amendment to a Ground Lease with the City of Redmond to modify the original acreage from +/- 12-acres to +/- 3.23-acres located on County -owned property in East Redmond CHANG: Second VOTE: ADAIR: Yes CHANG: Yes DEBONE: Chair votes no. Motion Carried 2 - 1 Ground Lease with Mountain View Community Development for use of 9.48 acres in East Redmond Rick Russell, Executive Director of Mountain View Community Development kVVCD), reviewed MVr's proposal tvo build 75unls of permanent supportive housing on County -owned land east of Redmond. He explained the units would be individual cottage -style housing, with two-thirds of them having one bedroom and the rest having two bedrooms, and listed Housing Works, FUSE and Hayden Homes as project partners. Michelle Cross, Project Manager for MVCD, reviewed the criteria for residents of the units, all of whom will be served by on -site case management staff. With regard to the requirement that the residents pay 30% of their income as rent, Russell noted that the project is intended to serve persons who are unable to work, some of whom receive disability income of $750 to $1100 per month. Cross next spoke to the funding for the project, saying that MVCD is seeking financing from Oregon Housing & Community Services along with grants and donations. Adding that MVCD is applying for a $3 million Federal Home loan bank grant, Russell reviewed the estimated timeline of project. BOCC MEETING APRIL 21, 2025 PAGE 7 OF 9 In response to Commissioner DeBone, Cross said the residents would be responsible for paying their own utilities, although options exist to subsidize those costs. ADAIR: Move approval of Document No. 2025-058, a Ground Lease with Mountain View Community Development for use of 9.48-acres of County -owned property in East Redmond for the development of permanent supportive housing CHANG: Second VOTE: ADAI R: CHANG: DEBONE OTHER ITEMS: Yes Yes Chair votes no. Motion Carried 2 - 1 • County Administrator Nick Lelack referred to the interviews held by the Board last Friday for the vacant County -appointed position on the COIC Board representing the unemployed and underemployed population. • Commissioner DeBone reported that he attended the Oregon Emergency Management conference last week, where he presented on the CORES project to emergency management personnel from around the state. He thanked COIC for its support of this project. • Commissioner DeBone attended the Project Wildfire meeting last Tuesday. • Commissioner Chang attended the Family Area Network (FAN) lunch l last Friday and the Redmond Airport Committee meeting on Thursday. • Commissioner DeBone noted that all three Commissioners attended the REDI luncheon last Wednesday. EXECUTIVE SESSIONS: At 4:38 pm, the Board entered Executive Session under ORS 192,660 (2) (h) Litigation and ORS 192.660 (2) (e) Real Property Negotiations. The Executive Session concluded at 5:18 pm. ADJOURN: Being no further items to come before the Board, the meeting was adjourned at 5:18 pm. BOCC MEETING APRIL 21, 2025 PAGE 8 OF 9 DATED this_ day of V" L 2025 for the Deschutes County Board of Commissioners. ANTHONY DEBONE, CHAIR ATTEST: 4M/Wa6 bw RECORDING SECRETARY PAtTI ADAIR, VICE CHAIR PHIL CHANG, C MMISSIONER BOCC MEETING APRIL 21, 2025 PAGE 9 OF 9 vS E S COG2-A BOARD OF p COMMISSIONERS MEETING DATE: April 21, 2025 SUBJECT: Facilities Department Capital Improvement Program Update RECOMMENDED MOTION: N/A BACKGROUND AND POLICY IMPLICATIONS: The Facilities Department will provide an update to the Board on its Capital Improvement Program. This update will include an overview of the services provided by the Program to County departments in support of the delivery of services to the public. Additionally, we will discuss completed projects, current projects, and future planning. As part of this update, staff will also provide CM/GC project evaluations for the Parole & Probation Expansion and North County Remodels projects as well as the most recent Courthouse Expansion budget update. BUDGET IMPACTS: None ATTENDANCE: Lee Randall, Facilities Director Eric Nielsen, Facilities Capital Improvement Manager me s U D —j V 4J CL _, •0 •.. ' 60 IA ~~ 41 w 0all �. �. , tA '* ,. , ,, �, vi Ln 4--, U aJ .� ® (n u bA .O CL ., •� O ra ra N 4-j 4-j 12- .� E U U cn Li / /� £ & g- \ / �% \( e O 5\ / E c j / -E/ / O n w % C:/ 2 / //t 2 2 .E O E @ Q) g u � e E E s a)^a $ G O 3 % 2 QJ & E bng 3 ? � g $ / / 0 % e / u LL � u u _0 � / : $ E E f k � . \ E / E u Ul L- @ f 2 CL -E C) F D = / m %./ ? � �� e u Q / � Q @ n < L U -0 Nwo � � C: O N O Q Ln N - . i 4— • � ai•— N O•v) > _ +-J +-' N > �O CL m Q- u � E oNav �. `uC: V Vl v o -0 > O 4 -J s5 4-1 �� v ��V) ro N �� V' O N Vf ��v -0 M •> O ��; too Ln r u aJ � L- + j >, +� � �� `��- a. D 0 —U c4-1 E CU V1 O O - v (n N .� m -0 U two -0 > > 0 O E -0 .� ry)Ln _0 C L ui 06O Q V L- Q 0- i 0 -0 — O ® c�iim`+~ V)t .4A O O v �N � Ln +� N Q v Ln x�°� �� o -f- 4-J N N V i �--+ 4—J Cl1 c6 lJl 4—j _ unN y- N O ca LA O rO N � _ L .o _ : .0 O i m O > C: N L Z3 z L s N 0 ® — ® E .0 .� 0 0 .� ®v l�A�'V) v v) 0 M aA v dam° N z2U p +�-' z QOU O Ing E U (6 � Q V N �- V � � N v � 4-1 a� o ce = E ce. o O 00 OL- 0 > O o ®® c o 0 V Ln — _0 LA V) Ln 0 u ro O 0 L > 0 �� z E N ro (5 — (0 .o 4-J 0 4-' i � C M (V E — ®.® O to �� V ro U U —TD N � � C-0 L N Q V N ® Q� m ro Q ® U 4-1 p. Z � N 110 O p N L- N - P _ ro b� u Ln i ._ ._ N O .� W 0 O L 4J � O E N O O E 4— U O v E C- M C: O ce M L 4- co a. I JN� Y �O Lo r �y JS3 4 4-d (A 0 0- ro V) 0 Ln c -a 4-J 4-J 4-J Ln 0 > 0 u ro U -2 " C: -0 CD c a) E r 0 0 73 -W 4-J L- u 4-J D X .2 V) c- 0 < ui V) C: 0 u 0 u 4-1 0 %M 0 ro CL D u -0 0 ro c U 4-J a x a) 4--J (1) (n -0 rO 4- 0 -0 E o C: V) 4-d Ln a) V) 0 IA E 0> C:,C: ro > a) 0.— U -0 a) Ln ca- 0 CL CD m Ln-c E X-0 E c x LU 9 c (10 CL c m 0- L/) (1) c \)�4AY C' V) u 0 4-J u li LU U) 0- E CL E 4-J :3 � V) 0 Ln 4--J C: C: u 0 :D E , 0 U 4--J 4-j 0 0 4-j LA u Ln u 0 0 to O 4-1 E 4a 0 -w E 4-J E 4--J &L 4-J U 0 m L- 0 L- 0- > (L u 0--o(1) b�ftb.77 N E E U C 0 C V A tC0 E (a c m N p~[ Cl g a rq FYI W � C cc d C O V1 C U W Q O d r N N (n L a0+ 7 {— O W L L � 4) o > > o U to U �l Y OJ U N; w, 7 ti Jsao Ln w ch V N h N W O M M I� O co M M N CO W M O N N N � (OD co O co m o N Nco ' fR ER m rn Lo N CO (n CD a--i r1 co ~ M co 4n :H ,C40 m� M M MMI IN LO (n m Co rl M � fA [iT ON cD 00 m Lo (MD (O O Ln O cc m O m m V N c c (O 00 N O V d' m 00 O M v ri N M co N (O co M � W O O ti r, c} O O L I-i O CD N LO LO m (O c (0M co W (D .Lo-� .Nt-i N u7 � N �O OOO'0 Iq O m O 00 tc O O O ci C 0 Ci C 00 O co M M cq CTM N M f� Cl m N co h O o 0 m O I, O O O O ' 041 (DI an d O o m O m O O O O h o M O o C r- O c-t O O O O (G O N O O m O m m O (O N� N M m M CO O (0 N V L O. m bA 0 0 m o o N C N O c U 0 a` c _ N V C fl u bA N Z O O O U N C O U C U C E a O N n - ° a a m N V_ h0 Q C O N m o U c 0o o o > O m V C m C Y W O C !n N bA Q vEi a) O H Q \ O O n N O N Q N O(� O' vOi m U NE U O I- c U a a o 0 o E N c U Y W ` m Q N m O (� m O N C O (7 U.0 p N N N N N _ Q a 2 a a as a a m m m m Y U Y Y Y U U U U m o o m o U U U U 0 c c c c W a a a a `o 0 0 `o E a as s a) a) aa U Cl) m co W � m C�' 0 cli N lc(fl m m Cl)M LO LO M m Lo co N N d V Em CO m M (9 0000 W o0 cc m m M (9 h h! 00 00 m m M M l3 V m co N (� d V O ml N � r, Lq 0 co -ItLn m � N cm r N O cm-i Lq W N M n I\ N V :3 V .-+ m •-1 m Cl) 00 M M N m N 0 C E E U C N C N E m N cc N c a r = K d C Q. N L O x U w Q d c� N 7 Cn H O O W = r CD d N O 7 O U m U � y U N W;, JSaO Y O O Lo EA N 0 d a O U c 0 W �I v O O CO N N V (D I, M W 0 c r" W W V r N M (cO O Lo w w .4 m co Itm N Lo M m V V w M I, V LLo Lo c-i b7 V OD N (O Ll LLo N N N 00 c � C LLI V M N N In Ln V o (Ln0 H M ' O C � O Lr C lz W c� H N O N Lw O (MO iR ;F Ln N N ;-i m N N O O O O O O O O O O O O O O O O' O O O O C O) l3 00 V N V b4 EPr C C C W N N 4 m V E in a a O w bA a a 7 7 fY1 m Y O N V O C O U T O U N C C O m O U On > d (n Q a a N O O @ N � 3 � c 0 v a O O N U O O U N N O N N N C 0 U o L w � N N O a N 4' U N � � C N Q 0 cz�0 4 IZ- O W 9 O ClO O N LO N O O O o O N N LO CDN Ln C L!7 O Nt r W C N LO N V M c-I V 7 V- H3 Y3 C a s O N to N O O N 'o a U O E J V ~ p o C w n, px CC d a W C N C C O 7 p O by O m W N L O 0 O O O N V N C Y N !n N u 0 N L N Y O 0 N CeN EVALUATION OF PUBLIC IMPROVEMENT UTILIZING AN ALTERNATIVE CONTRACTING METHOD Adult Parole and Probation / Sheriffs Office Work Center Remodel and Addition Issued: April 21, 2025 Evaluation of Public Improvement Utilizing an Alternative Contracting Method: Adult Parole and Probation / Sheriffs Office Work Center Remodel and Addition Page 1 of 10 1. Introduction ORS 279C.355 requires an evaluation when an agency does not use the competitive bidding process for a public improvement contract in excess of $100,000. In this particular case, an evaluation of the public improvement shall be prepared and delivered to the Board of County Commissioners, which acts as Deschutes County's Contract Review Board. The Parole & Probation/Sheriffs Office Work Center Remodel & Addition did not use the competitive bidding process and was completed under a Construction Manager/General Contractor (CM/GC) alternative delivery method. As required, the purpose of these evaluations is to determine whether it was in the County's best interest to use an alternative contracting method in the completion of the project. The evaluation consists of the following: 1. Project background and scope of work completed using the alternative CM/GC contract method; 2. Financial information for the project consisting of cost estimates, the CM/GC's Guaranteed Maximum Price (GMP), changes to the contract, and the actual costs of the project. 3. A summary narrative description of successes and failures during the design and construction of the project. 4. An objective summary assessment of the use of alternative construction delivery methods as compared to the Findings required by ORS 279C.335(2) (b). 5. A summary review showing that an alternative contracting process is unlikely to encourage favoritism or diminish competition, that the process resulted in substantial cost savings to the public agency as well as other certain information. 6. A copy of the project's Findings is attached in Appendix A. 2. Table of Contents 1. Introduction..............................................................................................................................................................2 2. Table of Contents....................................................................................................................................................2 3. Oregon Revised Statute Exemptions to Competitive Bidding and Requirements for Evaluation ................3 4. Project Background.................................................................................................................................................4 5. .............................................................................................................................. Financial Information """"""""4 6. Successes and Failures...........................................................................................................................................6 7. Assessment of the Use of the Alternative Contracting Method as Compared to the Findings ....................6 8. Summary Conclusion........................................................................................................................................... 10 9. Appendix A - Findings of Fact............................................................................................................................. 10 Evaluation of Public Improvement Utilizing an Alternative Contracting Method: Adult Parole and Probation / Sheriffs Office Work Center Remodel and Addition Page 2 of 10 3. Oregon Revised Statute Exemptions to Competitive Bidding and Requirements for Evaluation ORS 279C.335 Competitive Bidding Requirement; Exceptions; Exemptions (2) Subject to subsection (4)(b) and (c) of this section, a local contract review board may exempt a public improvement contract or a class of public improvement contracts from the competitive bidding requirement of subsection (1) of this section after the local contract review board approves the following findings that the contracting agency submits or, if a state agency is not the contracting agency, that the state agency that is seeking the exemption submits: (a) The exemption is unlikely to encourage favoritism in awarding public improvement contracts or substantially diminish competition for public improvement contracts. (b) Awarding a public improvement contract under the exemption will likely result in substantial cost savings and other substantial benefits to the contracting agency or the state agency that seeks the exemption to the contracting agency or the public. In approving a finding under this paragraph, the local contract review board shall consider the type, cost and amount of the contract and, to the extent applicable to the particular public improvement contract or class of public improvement contracts, the following. • Operational, budget and financial data, • Public benefits, • Value engineering,• • Specialized expertise required; • Public safety, • Market conditions; • Technical complexity, and • Funding sources. ORS 279C.355 Evaluation of Public Improvement Projects not Contracted by Competitive Bidding. (1) Upon completion of and final payment for any public improvement contract or class of public improvement contracts, in excess of $100,000 for which the contracting agency did not use the competitive bidding process, the contracting agency shall prepare and deliver to the Director of the Oregon Department of Administrative Services, the local contract review board or, for public improvement contracts described in ORS 279A.050 (3)(b), the Director of Transportation an evaluation of the public improvement contract or the class of public improvement contracts. (2) The evaluation must include but is not limited to the following matters: (a) The actual project cost as compared with original project estimates, (b) The amount of any guaranteed maximum price; (c) The number of project change orders issued by the contracting agency; (d) A narrative description of successes and failures during the design, engineering and construction of the project, and (e) An objective assessment of the use of the alternative contracting process as compared to the findings required by ORS 279C.335. Evaluation of Public Improvement Utilizing an Alternative Contracting Method: Adult Parole and Probation / Sheriff's office Work Center Remodel and Addition Page 3 of 10 4. Project Background Architect: BLRB Architects CM/GC: Skanska USA Building, Inc. Programming Strategy: The objective of this project was to remedy the space needs for the Deschutes County Community Justice Department Adult Parole & Probation Division (Division) operations in Bend. Several development options were presented to the Board and explored by a committee. The Board approved the option to construct a two-story addition of approximately 8,000 square feet adjacent to and integrated with the Division's current main office and minor renovation of approximately 3,000 square feet within the current main office. The programming required that the project provide training, meeting, and program space on the first level and staff offices and support functions on the second level. Construction: Based on the Findings of Fact included in Appendix A, the County contracted with Skanska USA Building, Inc. to complete the expansion and renovation project. The contract exemption allowed Skanska as the CM/GC to be actively involved in design and constructability issues and to have a better understanding of the financial requirements of the project before construction began. It also allowed the CM/GC to mitigate safety concerns with the construction activities in close proximity to an occupied building. 5. Financial Information The information in this section is provided in compliance with ORS 279C.355, (2) (a through c): 279C.355 Evaluation of Public Improvement Projects not Contracted by Competitive Bidding. (2) The evaluation must include but is not limited to the following matters: (a) The actual project cost as compared with original project estimates; Original project estimates and actual project costs are listed in the table below: Description Initial Estimates Initial Contract Actual Project Cost 100 % Design Development Estimate $6,221,233 50% Construction Documents Estimate $6,225,035 Preconstruction Services $45,665 Guaranteed Maximum Price (GMP) $6,356,969 Final GMP Cost I 1 **$7,698,850 ** The original estimates included construction of a two-story addition of approximately 8,000 square feet adjacent to and integrated with the Division's current main office and minor renovation of approximately 3,000 square feet within the current main office. Initial estimates and the GMP did not include the owner -directed change orders that authorized an additional $1,296,216 of costs, resulting in a higher Final GMP Cost. Those change orders are listed below. Evaluation of Public Improvement Utilizing an Alternative Contracting Method: Adult Parole and Probation / Sheriff's Office Work Center Remodel and Addition Page 4 of 10 (b) The amount of any guaranteed maximum price The initial GMP was set at $ 6,402,634 including Preconstruction Services. (c) The number of project change orders issued by the contracting agency, There were five (5) contract amendments on the project amounting to $1,296,216, or 20.2% of the total for Preconstruction Services and the Guaranteed Maximum Price (GMP). The changes were attributed to Owner requests for additional scope of work beyond the scope included in the GMP. The additional scope of work included the Sheriff's Office secure parking expansion, access control and security, building out the 2nd floor shell space of the new expansion, and remodeling a dormitory into a wellness center for the Sheriffs Office. Summaries of the GMP, amendment costs and explanations of the amendments follows: Initial Amendment Final GMP Scope of Work Amount Costs Costs Preconstruction Services $45,665 Guaranteed Maximum Price (GMP) $6,356,969 Change Order 1 - Authorized owner -directed changes for $300,243 construction of Sheriffs Office secure parking lot expansion as part of the Public Safety Campus Plan Change Order 2 - Authorized owner -directed changes for $49,681 additional power, data, access control, and security Change Order 3 - Authorized owner -directed changes for $191,609 build -out of the 2nd floor shell space in the new Parole & Probation addition at Parole and Probation's request Change Order 4 - Authorized owner -directed changes to $717,761 (1) remodel the Sheriffs Office existing dormitory into a new wellness room at Sheriffs Office request and expense Change Order 5 - Authorized changes for owner -added $36,922 items, exterior building repairs, and GMP reconciliation PROJECT TOTALS $6,402,634 $1,296,216 $7,698,850 (1) Total amendment costs incurred by Deschutes County Sheriffs Office = $717,761 Evaluation of Public Improvement Utilizing an Alternative Contracting Method: Adult Parole and Probation / Sheriffs Office Work Center Remodel and Addition Page 5 of 10 6. Successes and Failures 6.1 Successes There were numerous project successes to report, including: (a) The CM/GC selection process enabled Deschutes County to select the most qualified firms based on factors and criteria specific to the project. (b) Selecting a CM/GC enabled the County to capitalize on the firms' strengths, experience and capacity to bring the projects to a successful completion. (c) The CM/GC contributed significantly to the project with their expertise in budget reconciliation, deep understanding of the project requirements, and constructability issues before construction starting. (d) The complexity of constructing an expansion and renovation project on an occupied site was completed with no serious worker injuries or injuries to the public, no unplanned disruption to the building's operations, and no security incidents. 6.2 Failures The design of site security fencing and access control did not adequately meet the operations of Parole & Probation and the Sheriffs Office. This resulted in a change order for additional access control electronics, security fencing, and gates. Owner contingency was sufficient to pay for these added costs. 7. Assessment of the Use of the Alternative Contracting Method as Compared to the Findings The information in this section is provided in compliance with ORS 279C.355(2) (e): 279C.355 Evaluation of public improvement projects not contracted by competitive bidding. (2) The evaluation must include but is not limited to the following matters: (e) An objective assessment of the use of the alternative contracting process as compared to the findings required by ORS 279C.335. 279C.335 Competitive bidding, exceptions, exemptions. (2) Subject to subsection (4)(b) and (c) of this section, a local contract review board may exempt a public improvement contract or a class of public improvement contracts from the competitive bidding requirement of subsection (1) of this section after the local contract review board approves the following findings that the contracting agency submits or, if a state agency is not the contracting agency, that the state agency that is seeking the exemption submits: (a) The exemption is unlikely to encourage favoritism in awarding public improvement contracts or substantially diminish competition for public improvement contracts. Assessment: Conforming with the selection process outlined in the Findings of Fact (Appendix A), the CM/GC was selected through a competitive process in accordance with a qualifications -based Request for Proposals authorized by the Board of Commissioners. Pursuant to ORS 279C.360, a CM/GC solicitation was advertised in the Daily Journal of Commerce in addition to The Bulletin in order to maximize exposure. The CM/GC proposals and interviews were rated based on a predetermined list of Evaluation of Public Improvement Utilizing an Alternative Contracting Method: Adult Parole and Probation / Sheriffs Office Work Center Remodel and Addition Page 6 of 10 criteria as required by ORS 279C.337 and the Attorney General's Model Contract Rules. The County entered into contract negotiations with the highest-ranking firm, Skanska USA Building, Inc. (b) Awarding a public improvement contract under the exemption will likely result in substantial cost savings and other substantial benefits to the contracting agency or the state agency that seeks the exemption to the contracting agency or the public. In approving a finding under this paragraph, the local contract review board shall consider the type, cost and amount of the contract and, to the extent applicable to the particular public improvement contract or class of public improvement contracts, the following. Assessment: The CM/GC participated in the design phase of the work and was thereby able to obtain a complete understanding of the County's needs, the architect's design intent, the scope of the project, and the operational needs of Parole & Probation/Sheriff's Office Work Center staff & stakeholders. This alleviated some of the financial risk to the County and the reduced risk resulted in cost savings. (A) How many persons are available to bid; Assessment: There were several contractors within Central Oregon able and qualified to bid this type of project. However, the climate that was present during bidding within the Oregon construction industry created a backlog of work in such an overloaded condition that it made attracting qualified contractors to bid very difficult, if not impossible. The County received proposals from two (2) general contractors in response to the request for proposals. (e) The construction budget and the projected operating costs for the completed public improvement; Assessment: The difference in operating costs was not projected to be significant whether the project was competitively bid or if the CM/GC process was used for contracting. However, the CM/GC process added the general contractor to the design team and that helped to ensure the budget was maintained. Additionally, the CM/GC process was beneficial for subcontractor bidding. The CM/GC was encouraged to receive a minimum of three (3) competitive bids for each discipline of construction. Competitively bid trade work ensured the County received the best value. (C) Public benefits that may result from granting the exemption; Assessment: The qualifications -based selection of the CM/GC allowed for a more informed contractor and for the County to award the contract to the firm it believed was most technically capable of managing the project. The CM/GC was part of the design team and was actively involved in design and constructability issues and had a better understanding of the financial requirements of the project. This resulted in better decision making by the project construction team, thereby saving time and money. Construction activities in close proximity to an occupied building can result in safety concerns unless proper planning is undertaken prior to work starting; early selection provided better assurance that the planning will be coordinated with other activities, thereby making for a safer environment. Safety, cost savings, and the better assurance of completion on the desired date will be of public benefit. Evaluation of Public Improvement Utilizing an Alternative Contracting lvlethod: Adult Parole and Probation / Sheriff's Office Work Center Remodel and Addition Page 7 of 10 (D) Whether value engineering techniques may decrease the cost of the public improvement; Assessment: The design and construction teams had numerous means to help control costs and maintain the overall construction budget. Rigorous value engineering efforts conducted during the Design Development phase identified potential savings and provided opportunities to reduce costs. (E) The cost and availability of specialized expertise that is necessary for the public improvement; Assessment: The CM/GC was required to have proven expertise in the construction of public buildings, access control, security requirements and remodel/retrofit projects. This experience assisted the project team in determining the best and safest logistics to pursue. (F) Any likely increases in public safety; Assessment: It was understood that employees would be present within the adjacent building during much of the construction process. The safety and security of all persons was a primary concern and the CM/GC was able to work with the entire team to develop the overall construction plan that integrated the needs of the adjacent building and staff increases public safety. (G) Whether granting the exemption may reduce risks to the contracting agency, the state agency or the public that are related to the public improvement; Assessment: Including the Contractor in the planning process increased safety and thereby, reduced risk. The CM/GC contract reduced risk by allowing for coordination and evaluation of constructability ahead of final project design. This process is not necessarily present under the Design -Bid -Build method of contracting. (H) Whether granting the exemption will affect the sources of funding for the public improvement Assessment: The exemption had no effect on the funding sources. (1) Whether granting the exemption will better enable the contracting agency to control the impact that market conditions may have on the cost of and time necessary to complete the public improvement; Assessment: The County's ability to accurately estimate the cost of this project was complicated by the multitude of construction market conditions that existed at the time in Oregon (e.g., competition of other projects, environmental issues that limited construction materials, shortage of qualified craftsman, Covid-related supply chain issues, etc.), as well as the difficulty in establishing the best work sequence. Because the project had a limited budget, it was essential to reduce the risk of cost overruns. A CM/GC contract allowed for more control over these market forces because the CM/GC assisted in developing design documents, a work plan, and contingencies that best accommodated both the County and contractor/subcontractors; identifying the best grouping of bid packages that will help ensure better trade coverage; designing the most efficient construction staging area on the site; identifying supply chain issues, charting the most cost effective route through the site for the various utilities; and adjusting the work plait when needs change along the way. Evaluation of Public Improvement Utiiizing an Alternative Contracting Method: Adult Parole and Probation / Sheriff's ()ffice Work Center Remodel and Addition Page 8 of 10 Q) Whether granting the exemption will better enable the contracting agency to address the size and technical complexity of the public improvement, Assessment: The nature of this project required remodel of existing space and an expansion adjacent to occupied space during construction. The CM/GC method allowed the contractor to be a part of the planning team in developing a construction plan that coordinated the needs of the existing operation of the Parole & Probation Center with the construction. Having the CM/GC involved in the construction plan enabled the County to avoid temporary facilities during construction and to control the complexity and uncertainties of the project. (K) Whether the public improvement involves new construction or renovates or remodels an existing structure; Assessment: The public improvement for the Parole & Probation/Sheriffs Office Work Center was both new construction (addition) and remodel of an existing structure. (L) Whether the public improvement will be occupied or unoccupied during construction; Assessment: The remodel and addition to the Parole & Probation/Sheriffs Office Work Center occurred in an occupied building. (M) Whether the public improvement will require a single phase of construction work or multiple phases of construction work to address specific project conditions, and Assessment: Multiple phases of construction were required in the interest of public safety and to meet the needs of the existing operation of the Parole & Probation Center with the construction. (N) Whether the contracting agency or state agency has, or has retained under contract, and will use contracting agency or state agency personnel, consultants and legal counsel that have necessary expertise and substantial experience in alternative contracting methods to assist in developing the alternative contracting method that the contracting agency or state agency will use to award the public improvement contract and to help negotiate, administer and enforce the terms of the public improvement contract; Assessment: The County has legal counsel that is very familiar with Oregon construction and Public Contracting law as well as employees on staff that have many years of experience administrating alternative contracting method contracts. Evaluation of Public Improvement Utilizing an Alternative Contracting Method: Adult Parole and Probation / Sheriffs Office Work Center Remodel and Addition Page 9 of 10 8. Summary Conclusion Following a thorough and objective evaluation, the Deschutes County Facilities Department has concluded that the use of the CM/GC project delivery method for the Parole & Probation/Sheriff's Office Work Center Remodel and Addition was successful. The CM/GC delivery method proved to be an excellent tool for managing the scopes, schedules, budgets, and risks associated with the construction and remodeling of an existing, occupied facility under continuous operation. Furthermore, the Facilities Department concludes that the requirements set forth in ORS 279C.335 (2) were fully met. In some cases, the outcomes resulting from the CM/GCs' specialized and technical expertise, budget oversight, true value engineering and quality control exceeded expectations and provided a better - than -imagined environment for the public and staff alike. Utilizing the exemption for the CM/GC method of alternative contracting on the project was a sound decision and there were many benefits to the project. Close team collaboration, open -book financial record -keeping and true value engineering provided demonstrable benefits and enabled the stakeholder teams to remain flexible and nimble with an eye on quality and costs. 9. Appendix A - Findings of Fact Order 2019-023 Findings of Fact is attached, which granted exemption from competitive bidding and authorized the construction of the Adult Parole & Probation / Sheriff's Office Work Center Remodel and Addition project by means of a Construction Manager/General Contractor and authorized selection by request for proposal. Evaluation of Public Improvement Utilizing an Alternative Contracting McLhod: Adult Parole and Probation / Sheriff's office 1V0! k :,enter Remodel and Addition Page 10 of 10 REVIEWED Wz LEGAL COUNSEL BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON ORDER GRANTING EXEMPTION FROM COMPETITIVE BIDDING, AUTHORIZING THE CONSTRUCTION OF THE PAROLE ORDER NO. 2019-023 & PROBATION/SHERIFF'S OFFICE WORK CENTER REMODEL/ADDITION BY MEANS OF A CONSTRUCTION MANAGER / GENERAL CONTRACTOR AND AUTHORIZING SELECTION BY REQUEST FOR PROPOSAL. WHEREAS, the Board of County Commissioners of Deschutes County is the Local Contract Review Board for the County and in that capacity has authority to exempt certain contracts from competitive bidding requirements of ORS 279C and associated county code provision; and WHEREAS, the Board of Commissioners has determined that the construction of the Parole & Probation / Sheriffs Office Work Center Remodel / Addition should be constructed by a CM/GC process; and WHEREAS, the Board of Commissioners adopts the Findings of Fact and Conclusions of Law attached hereto and marked Exhibit 1; and WHEREAS, the Findings of Fact and Conclusions of Law demonstrate that an exemption from competitive bidding for the identified project complies with the requirements of ORS 279C.335 (2) and the Attorney General's Model Contract Rules, OAR 137-049-0630 (2) for exemption of the project from competitive bidding; now therefore, Page 1 of 2 — ORDER NO. 2019-023 THE BOARD OF COUNTY COMMISSIONERS FOR DESCHUTES COUNTY, OREGON ORDERS as follows: 1. The contract for the construction of the Parole & Probation / Sheriffs Office Work Center Remodel / Addition by a Construction Manager/General Contractor process is exempted from traditional competitive bidding models. 2. The CM/GC shall be selected by the Request -for -Proposals (RFP) method in accordance with the Attorney General's Model Contract Rules, applicable DCC and the process described in the attached Exhibit 1. DATED this %-3 day of June, 2019. BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUMTY, OREGON PH LIP G. YENDERSON, CHAIR AT�X=i� 0j1i N&&-A� PATTI ADAIR, VICE CHAIR ecording Secre jk/ ANTHONY DEBONE, COMMISSIONER Page 2 of 2 — ORDER NO. 2019-023 19fulaml Page 11 FINDINGS OF FACT FOR THE USE OF THE CONSTRUCTION MANAGER/GENERAL CONTRACTOR (CM/GC) CONSTRUCTION OF THE PAROLE & PROBATION/SHERIFF'S OFFICE WORK CENTER REMODEL & ADDITION Before The Deschutes County Board of Commissioners FINDING OF FACTS AND CONCLUSION OF LAW The Oregon Revised Statutes generally require that public improvement contracts be based upon competitive bids. Any exception to competitive bids must be justified by "Findings" as stated in ORS 279C.330 and ORS 279C.335. The following is a list of those required "findings" and the conditions and information regarding those "findings." FINDINGS WILL NOT SUBSTANTIALLY DIMINISH COMPETITION OR ENCOURAGE FAVORITISM I: Finding: The CM/GC will be selected through a competitive process in accordance with a Request for Proposals authorized by the Board of Commissioners. Pursuant to ORS 279C.360, a CM/GC solicitation will be advertised in the Daily Journal of Commerce in addition to The Bulletin in order to maximize exposure. The CM/GC proposals and interviews will be rated based on a predetermined list of criteria as required by ORS 279C.337 and the Attorney General's Model Contract Rules. The County will enter into contract negotiations with the highest-ranking firm. Should negotiations fail, the County will have the right to negotiate with the second highest-ranking firm. COST SAVINGS 2. Finding: The CM/GC will participate in the design phase of the work and thereby be able to obtain a complete understanding of the County's needs, the architect's design intent, the scope of the project, and the operational needs of the PAROLE & PROBATION/SHERIFF'S OFFICE WORK CENTER Staff & Stakeholders. This will alleviate some of the financial risk to the County and reduced risk will likely result in cost savings. In making this finding, ORS 279C.335 (2)(b) requires the following issues be considered: (A) How many persons are able to bid; There are several contractors within Central Oregon that are able and qualified to bid the planned project. However, the present climate within the Oregon & Washington construction industry has the backlog of work in such an overloaded condition that it has made attracting qualified contractors to bid very difficult if not impossible. (B) The construction budget and the projected operating costs for the completed public improvement; Findings of Fact / Conclusions of Law Page 12 The difference in operating costs will not be significant whether the project is competitively bid or the CM/GC process is used for contracting. However, the CM/GC process will add the contractor to the design team and that will help ensure the budget will be maintained. Subcontractor bidding; We will encourage that the CM/GC receive a minimum of (3) competitive bids for each discipline of construction. Schedule: Increased efficiencies with final design documents and submission for Permits will result in an overall schedule reduction, resulting in less project duration; temporary structures, Contractor General Conditions and Architect Contract Administration. (C) Public Benefits that may result from granting the exemption; Selection of the CM/GC allows for a more informed contractor. The CM/GC will be part of the design team and will have a better understanding of the financial requirements of the project. This should result in better decision making by the project construction team, thereby saving time and money. Construction activities in close proximity to an occupied building can result in safety concerns unless proper planning is undertaken prior to work starting; early selection will provide better assurance that the planning will be coordinated with other activities thereby making for a safer environment. Safety, cost savings and the better assurance of completion on the desired date will be of Public Benefit. (D) Whether value engineering techniques may decrease the cost of the public improvement; The CM/GC will become a part of the total project team with the responsibility of leading the "value Engineering" process. The selected CM/GC should have considerable experience in the construction of public buildings and the requirement for occupancy; therefore, that experience will be of great importance in determining the best use of the dollars available. When the contractor participates, the team can render the most comprehensive evaluation of all factors that affect the cost, quality, and schedule of the project. (E) The cost and availability of specialized expertise that is necessary for the public improvement; It is very important that the contractor selected have experience in the construction of public buildings, access control, security requirements and remodel/retrofit projects. This experience will assist the project team in determining the best and safest process to pursue. This process will allow the County to solicit local expertise to participate. (F) Any likely increases in public safety; It is understood that employees will be present within the adjacent building during much of the construction process. The safety and security of all persons is a primary concern and selection of a CM/GC to work with the entire team to develop the overall construction plan that integrates the needs of the adjacent building and staff increases Public Safety. Findings of Fact / Conclusions of Law Page 13 (G)Whether granting the exemption may reduce risks to the contracting agency or the public that are related to the public improvement; Including the Contractor in the planning process increases safety and thereby, reduces risk. CM/GC contracts reduce risk by allowing for coordination and evaluation of constructability ahead of final project design. Including the contractor in the design process results in a Guaranteed Maximum Price (GMP) that is within the project budget, which also reduces risk. This process is not necessarily present under the Design -Bid - Build method of contracting. (H)Whether granting the exemption will affect the sources of funding for the public improvement; The exemption will have no effect on the funding sources. With increased efficiencies in overall project schedule, the Parole & Probation/Sheriff's Work Center will minimize temporary facilities and increase overall efficiencies. (I) Whether granting the exemption will better enable the contracting agency to control the impact that market conditions may have on the cost of and time necessary to complete the public improvement; The County's ability to accurately estimate the cost of this project is complicated by the multitude of construction market conditions that exist today in Oregon (e.g., competition of other projects, environmental issues that limit construction materials, shortage of qualified craftsman, etc.), as well as the difficulty in establishing the best work sequence. Because the project has a limited budget, it is essential to reduce the risk of cost overruns. The CM/GC allows for more control over these market forces because the CM/GC can assist in developing design documents and a work plan that best accommodates both the County and contractor/subcontractors; identifying the best grouping of bid packages that will help ensure better trade coverage; designing the most efficient construction staging area on the campus; charting the most cost effective route through the site for the various utilities; and adjusting the work plan when needs change along the way. (J) Whether granting the exemption will better enable the contracting agency to address the size and technical complexity of the public improvement; The nature of this project will require remodel of existing space adjacent to occupied space or relocation of operations to a temporary facilities during construction. The CM/GC method allows the contractor to be a part of the planning team in developing a construction plan that coordinates the needs of the existing operation of the Parole & Probation Center with the construction and temporary facilities setup. Having the CM/GC involved in the construction plan will better enable the County to control the complexity and uncertainties of the project. (K)Whether the public improvement involves new construction or renovates or remodels an existing structure; The public improvement for the Parole & Probation/Sheriff s Office Work Center is both new construction (addition) and remodel of an existing structure. Findings of Fact / Conclusions of Law Page 14 (L) Whether the public improvement will be occupied or unoccupied during construction; The remodel and addition to the Parole & Probation/Sheriff's Office Work Center will occur in an occupied building. (M) Whether the public improvement will require a single phase of construction work or multiple phases of construction work to address specific project conditions; The present plan calls for all work to be phased construction, with the Parole & Probation completed by end of year 2020. (N) Whether the contracting agency has retained under contract, and will use contracting agency or state agency personnel, consultants and legal counsel that have necessary expertise and substantial experience in alternative contracting methods to assist in developing the alternative contracting method that the contracting agency will use to award the public improvement contract and to help negotiate, administer and enforce the terms of the public improvement contract. The County has legal counsel that is very familiar with Oregon construction and Public Contracting law as well as employees on staff that have many years of experience administrating alternative contracting method contracts. CONCLUSIONS OF LAW The above "Findings" show that the CM/GC process for the Construction of the Parole & Probation/Sheriff s Office Work Center Remodel/Addition complies with the requirements of ORS 279C.335(2) for exemption of the project from competitive bidding. Findings of Fact / Conclusions of Law ES �v 0 C/"% EVALUATION OF PUBLIC IMPROVEMENT UTILIZING AN ALTERNATIVE CONTRACTING METHOD North County Campus Remodels Issued: April 21, 2025 Evaluation of Public Improvement Utilizing an Alternative Contracting Method: North County Campus Remodels Page 1 of 11 1. Introduction ORS 279C.355 requires an evaluation when an agency does not use the competitive bidding process for a public improvement contract in excess of $100,000. In this particular case, an evaluation of the public improvement shall be prepared and delivered to the Board of County Commissioners, which acts as Deschutes County's Contract Review Board. The North County Campus Remodels did not use the competitive bidding process and was completed under a Construction Manager/General Contractor (CM/GC) alternative delivery method. As required, the purpose of these evaluations is to determine whether it was in the County's best interest to use an alternative contracting method in the completion of the project. The evaluation consists of the following: 1. Project background and scope of work completed using the alternative CM/GC contract method; 2. Financial information for the project consisting of cost estimates, the CM/GC's Guaranteed Maximum Price (GMP), changes to the contract, and the actual costs of the project. 3. A summary narrative description of successes and failures during the design and construction of the project. 4. An objective summary assessment of the use of alternative construction delivery methods as compared to the Findings required by ORS 279C.335(2) (b). 5. A summary review showing that an alternative contracting process is unlikely to encourage favoritism or diminish competition, that the process resulted in substantial cost savings to the public agency as well as other certain information. 6. A copy of the project's Findings is attached in Appendix A. 2. Table of Contents 1. Introduction..............................................................................................................................................................2 2. Table of Contents....................................................................................................................................................2 3. Oregon Revised Statute Exemptions to Competitive Bidding and Requirements for Evaluation ................3 4. Project Background.................................................................................................................................................4 5. Financial Information..............................................................................................................................................4 6. Successes and Failures...........................................................................................................................................7 7. Assessment of the Use of the Alternative Contracting Method as Compared to the Findings ....................7 8. Summary Conclusion........................................................................................................................................... 11 9. Appendix A - Findings of Fact............................................................................................................................. 11 Evaluation of Public Improvement Utilizing an Alternative Contracting Method: North County Campus Remodels Page 2 of 11 3. Oregon Revised Statute Exemptions to Competitive Bidding and Requirements for Evaluation ORS 279C.335 Competitive Bidding Requirement; Exceptions, Exemptions (2) Subject to subsection (4)(b) and (c) of this section, a local contract review board may exempt a public improvement contract or a class of public improvement contracts from the competitive bidding requirement of subsection (1) of this section after the local contract review board approves the following findings that the contracting agency submits or, if a state agency is not the contracting agency, that the state agency that is seeking the exemption submits: (a) The exemption is unlikely to encourage favoritism in awarding public improvement contracts or substantially diminish competition for public improvement contracts. (b) Awarding a public improvement contract under the exemption will likely result in substantial cost savings and other substantial benefits to the contracting agency or the state agency that seeks the exemption to the contracting agency or the public. In approving a finding under this paragraph, the local contract review board shall consider the type, cost and amount of the contract and, to the extent applicable to the particular public improvement contract or class of public improvement contracts, the following. • Operational, budget and financial data, • Public benefits; • Value engineering,• • Specialized expertise required, • Public safety; • Market conditions; • Technical complexity; and • Funding sources. ORS 279C.355 Evaluation of Public Improvement Projects not Contracted by Competitive Bidding. (1) Upon completion of and final payment for any public improvement contract or class of public improvement contracts, in excess of $100, 000 for which the contracting agency did not use the competitive bidding process, the contracting agency shall prepare and deliver to the Director of the Oregon Department of Administrative Services, the local contract review board or, for public improvement contracts described in ORS 279A.050 (3)(b), the Director of Transportation an evaluation of the public improvement contract or the class of public improvement contracts. (2) The evaluation must include but is not limited to the following matters: (a) The actual project cost as compared with original project estimates; (b) The amount of any guaranteed maximum price; (c) The number of project change orders issued by the contracting agency; (d) A narrative description of successes and failures during the design, engineering and construction of the project; and (e) An objective assessment of the use of the alternative contracting process as compared to the findings required by ORS 279C.335. Evaluation of Public Improvement Utilizing an Alternative Contracting Method: North County Campus Remodels Page 3 of 11 4. Project Background Architect: Pinnacle Architecture CM/GC: Sunwest Builders Programming Strategy: The objective of this project was to provide facilities in Redmond for the Deschutes County Health Services, Clerk's Office, Medical Examiner, and Veteran's Services departments and 9-1-1 Service District. Existing facilities were not sufficient to meet the client demand for services and future growth of the Behavioral Health, Public Health, and Women, Infants and Children divisions within Health Services. Additionally, the new facilities would provide a Redmond location for services offered by the other departments. The Board approved the acquisition and remodel of two existing buildings in Redmond located on the same site. The 244 Kingwood building is 11,978 SF and provides additional space for Behavioral Health. The 236 Kingwood building is 9,461 SF and provides additional space for Public Health and Women, Infant, and Children, and several other County departments. Construction: Based on the Findings of Fact included in Appendix A, the County contracted with Sunwest Builders to complete the remodel projects. The contract exemption allowed Sunwest Builders as the CM/GC to be actively involved in design and constructability issues and to have a better understanding of the financial requirements of the project before construction began. It also allowed the CM/GC to mitigate challenges in the construction market. 5. Financial Information 279C.355 Evaluation of Public Improvement Projects not Contracted by Competitive Bidding. (2) The evaluation must include but is not limited to the following matters: (a) The actual project cost as compared with original project estimates; Original project estimates and actual project costs are listed in the table below: Description Initial Estimates Initial Contract Actual Project Cost 244 Kingwood Remodel and Site Improvements $3,284,273 236 Kingwood Remodel $2,775,096 Preconstruction Services $21,000 244 Kingwood Remodel and Site Improvements Guaranteed Maximum Price (GMP) $2,966,855 236 Kingwood Remodel Guaranteed Maximum Price (GMP) $2,619,271 244 Kingwood Remodel and Site Improvements Final GMP Cost $3,644,913 236 Kingwood Remodel Final GMP Cost $2,684,659 TOTALS $6,059,369 $5,607,126 **$6,350,572 ** The original estimates included remodel of the two existing buildings and site improvements. Initial estimates and the GMPs did not include the owner -directed change orders that authorized an additional $743,446 of costs, resulting in a higher Final GMP Cost. Those change orders are listed Evaluation of Public Improvement Utilizing an Alternative Contracting Method: North County Campus Remodels Page 4 of 11 (b) The amount of anyguaranteed maximum price The initial GMP was set at $5,607,126 including Preconstruction Services (c) The number of project change orders issued by the contracting agency,• There were nine (9) contract amendments for the 244 Kingwood Remodel and Site Improvements amounting to $678,058, or 22.8% of the total Guaranteed Maximum Price (GMP). There were five (5) contract amendments for the 236 Kingwood Remodel amounting to $65,388, or 2.5% of the total Guaranteed Maximum Price (GMP). The changes were attributed to Owner requests for additional scope of work beyond the scope included in the GMP. Summaries of the GMP, amendment costs and explanations of the amendments follows: Initial Amendment Final GMP Scope of Work Amount Costs Costs Preconstruction Services $21,000 $0 $21,000 244 Kingwood Remodel and Site Improvements Guaranteed Maximum Price (GMP) - 244 $2,966,855 Kingwood Remodel and Site Improvements Change Order Request 1 - Authorized owner- $498,996 directed change to add a remodel for The Drop in the 1,874 SF suite previously occupied by a tenant. This scope was not originally in the project. Change Order Request 2 -Authorize U-1 owner- $11,386 (1) directed changes for additional access control to the Mosaic Medical space at tenant's request and expense Change Order Request 3 - Authorized owner- $5,932 directed changes for two (2) additional new windows Change Order Request 5 - Authorized owner- $4,919 (1) directed changes for casework and electrical revisions to the Mosaic Medical space at tenant's request and expense Change Order Request 6 - Authorized owner- $35,384 directed changes for revisions to the public reception space with cost -sharing by tenant Change Order Request 7 - Authorized owner- $109,761 (2) directed changes to add scope for construction of the radio tower enclosure and foundations at the 9-1-1 Service District's expense Change Order Request 8 - Cost reconciliation I i $0 Evaluation of Public improvement Utilizing an Alternative Contracting Method: North County Campus Remodels Page 5 of 11 Change Order Request 9 - Authorized owner- $8,079 directed changes to replace an exterior door and add access control to the door at the Drop space Change Order Request 10 - Authorized owner- $3,601 (2) directed changes to add scope for construction of additional concrete slabs within the radio tower enclosure at the expense of the 9-1-1 Service District 244 Kingwood Sub -Totals $2,966,855 $678,058 $3,644,913 236 Kingwood Remodel Amendment 1 - 236 Kingwood Remodel GMP $2,619,271 Change Order Request 2 - Authorized owner- $24,501 (2) directed changes to add scope for a pre -action fire sprinkler system at the expense of the 9-1-1 Service District's Change Order Request 3 - Authorized owner- $20,829 directed changes for revisions to the public reception space Change Order Request 5 - Cost reconciliation $0 Change Order Request 6 - Authorized owner- $14,093 directed changes for HVAC improvements to provide any isolation exam room Change Order Request 7 - Authorized owner- $5,965 (2) directed changes to add electrical, data, and security cameras at the expense of the 9-1-1 Service District 236 Kingwood Sub -Totals $2,619,271 $65,388 $2,684,659 PROJECT TOTALS -F $5,607,126 $743,446 $6,350,572 (1) Total amendment costs incurred by Mosaic Medical = $16,305 (2) Total amendment costs incurred by 9-1-1 Service District = $143,828 Evaluation of Public Irnprovement Utilizing an Alternative Contracting Method: North County Campus Remodels Page 6 of 11 6. Successes and Failures 6.1 Successes There were numerous project successes to report, including: (a) The CM/GC selection process enabled Deschutes County to select the most qualified firms based on factors and criteria specific to the project. (b) Selecting a CM/GC enabled the County to capitalize on the firms' strengths, experience and capacity to bring the projects to a successful completion. (c) The CM/GC contributed significantly to the project with their expertise in budget reconciliation, deep understanding of the project requirements, and constructability issues before construction starting. (d) Through value engineering and competitive sub -contractor bidding, the initial GMP contract was approximately $452,000 less than initial estimates. (e) The CM/GC successfully mitigated challenges within the construction market that existed in Oregon related to supply chain and lead time issues, construction labor shortages, and significant competition with other projects. 6.2 Failures The design of the reception windows led to security concerns and a lack of functionality for staff workstations in the public reception spaces in 244 and 236 Kingwood. To address those security concerns and to better accommodate workstation layouts, the reception windows were redesigned and subsequently demolished and reconstructed according to the new design. This design oversight and resulting remodel of the reception windows resulted in change orders for both 244 and 236 Kingwood. Failure to include the isolation exam room's exhaust fan and the pre -action fire sprinkler system into 236 Kingwood's construction documents resulted in change orders and an increase of the Final GMP. 7. Assessment of the Use of the Alternative Contracting Method as Compared to the Findings The information in this section is provided in compliance with ORS 279C.355(2) (e): 279C.355 Evaluation of public improvement projects not contracted by competitive bidding. (2) The evaluation must include but is not limited to the following matters: (e) An objective assessment of the use of the alternative contracting process as compared to the findings required by ORS 279C.335. 279C.335 Competitive bidding,• exceptions, exemptions. (2) Subject to subsection (4)(b) and (c) of this section, a local contract review board may exempt a public improvement contract or a class of public improvement contracts from the competitive bidding requirement of subsection (1) of this section after the local contract review board approves the following findings that the contracting agency submits or, if a state agency is not the contracting agency, that the state agency that is seeking the exemption submits: (a) The exemption is unlikely to encourage favoritism in awarding public improvement contracts or substantially diminish competition for public improvement contracts. Evaluation of Public Improvement Utilizing an Alternative Contracting Method: North County Campus Rernodeis Page 7 of 11 Assessment: Conforming with the selection process outlined in the Findings of Fact (Appendix A), the CM/GC was selected through a competitive process in accordance with a qualifications -based Request for Proposals authorized by the Board of Commissioners. Pursuant to ORS 279C.360, a CM/GC solicitation was advertised in the Daily Journal of Commerce in addition to The Bulletin in order to maximize exposure. The CM/GC proposals and interviews were rated based on a predetermined list of criteria as required by ORS 279C.337 and the Attorney General's Model Contract Rules. The County entered into contract negotiations with the highest-ranking firm, Sunwest Builders. (b) Awarding a public improvement contract under the exemption will likely result in substantial cost savings and other substantial benefits to the contracting agency or the state agency that seeks the exemption to the contracting agency or the public. In approving a finding under this paragraph, the local contract review board shall consider the type, cost and amount of the contract and, to the extent applicable to the particular public improvement contract or class of public improvement contracts, the following. Assessment: The CM/GC participated in the design phase of the work and was thereby able to obtain a complete understanding of the County's needs, the architect's design intent, the scope of the project, and the operational needs of Health Services stakeholders. This alleviated some of the financial risk to the County and the reduced risk resulted in cost savings. (A) How many persons are available to bid; Assessment: There were several contractors within Central Oregon are able and qualified to bid this type of project. However, the climate that was present during bidding within the Oregon & Washington construction industry created a backlog of work in such an overloaded condition that it was anticipated it would be difficult to attract qualified contractors to bid the project. The County received proposals from five (5) general contractors in response to the request for proposals. (e) The construction budget and the projected operating costs for the completed public improvement; Assessment: The difference in operating costs was not projected to be significant whether the project was competitively bid or if the CM/GC process was used for contracting. However, the CM/GC process added the general contractor to the design team and that helped to ensure the budget was maintained. Additionally, the CM/GC process was beneficial for subcontractor bidding. The CM/GC was encouraged to receive a minimum of three (3) competitive bids for each discipline of construction. Competitively bid trade work ensured the County received the best value. (C) Public benefits that may result from granting the exemption; Assessment: The qualifications -based selection of the CM/GC allowed for a more informed contractor and for the County to award the contract to the firm it believed was most technically capable of managing the project. The CM/GC was part of the design team and was actively involved in design and constructability issues and had a better understanding of the financial requirements of the project. Additionally, the CM/GC was able to fully evaluate and understand the existing facilities and systems, along with the intended design direction prior to start of construction. This Evaluation of Public Improvement Utilizing an Alternative Contracting Method: North County Campus Remodels Page 8 of 11 information informed the design direction and approach to site logistics and safety and security measures during construction and resulted in better decision making by the project construction team, thereby saving time and money. Safety, cost savings, and the better assurance of completion on the desired date were of Public Benefit. (D) Whether value engineering techniques may decrease the cost of the public improvement, Assessment: The design and construction teams had numerous means to help control costs and maintain the overall construction budget. Rigorous value engineering efforts conducted during the design phases identified potential savings and provided opportunities to reduce costs. (E) The cost and availability of specialized expertise that is necessary for the public improvement, Assessment: The CM/GC was required to have proven expertise in the construction of public buildings, access control, security requirements and remodel/retrofit projects. This experience assisted the project team in determining the best and safest logistics to pursue. (F) Any likely increases in public safety, Assessment: By having the CM/GC part of the project team early, they were able to evaluate and plan their approach to site logistics and safety and security measures during construction. (G) Whether granting the exemption may reduce risks to the contracting agency, the state agency or the public that are related to the public improvement, Assessment: Including the Contractor in the planning process increased safety and thereby, reduced risk. The CM/GC contract reduced risk by allowing for coordination and evaluation of constructability ahead of final project design. This process is not necessarily present under the Design -Bid -Build method of contracting. (H) Whether granting the exemption will affect the sources of funding for the public improvement, Assessment: The exemption had no effect on the funding sources. (1) Whether granting the exemption will better enable the contracting agency to control the impact that market conditions may have on the cost of and time necessary to complete the public improvement, Assessment: The County's ability to accurately estimate the cost of this project was complicated by the multitude of construction market conditions that existed at the time in Oregon (e.g., competition of other projects, environmental issues that limited construction materials, shortage of qualified craftsman, Covid-related supply chain issues, etc.), as well as the difficulty in establishing the best work sequence. Because the project had a limited budget, it was essential to reduce the risk of cost overruns. A CM/GC contract allowed for more control over these market forces because the CM/GC assisted in developing design documents, a work plan, and contingencies that best accommodated both the County and contractor/subcontractors; identifying the best g ouping of bid packages that will help Evaluation of Public Improvement Utilizing an Alternative Contracting Method; North County Carnpus Remodels Page 9 of 11 ensure better trade coverage; identifying supply chain issues; and adjusting the work plan when needs change along the way. (j) Whether granting the exemption will better enable the contracting agency to address the size and technical complexity of the public improvement, Assessment: The nature of this project required remodel of two existing buildings to fit Health Services' needs. The CM/GC method allowed the contractor to be a part of the planning team in developing a construction plan that accommodated unknowns inherent to remodel projects. (K) Whether the public improvement involves new construction or renovates or remodels an existing structure, Assessment: The public improvement remodeled two existing structures. (L) Whether the public improvement will be occupied or unoccupied during construction; Assessment: The 244 Kingwood remodel took place in several phases and was occupied during some of the construction period. The existing building was divided into two suites and the remodel project began with the 10,100 square foot suite. Remodel of the 1,880 square foot suite followed and continued after the larger suite was occupied. Additionally, improvements were made to the reception area after the building was occupied and serving the public. (M) Whether the public improvement will require a single phase of construction work or multiple phases of construction work to address specific project conditions, and Assessment: The project consisted of multiple overlapping phases of construction. Remodel of the 244 Kingwood building began first with remodel of the 236 Kingwood building following behind by about 2 months. This allowed the CM/GC to competitively bid each remodel separately and to sequence trades between the two buildings. (N) Whether the contracting agency or state agency has, or has retained under contract, and will use contracting agency or state agency personnel, consultants and legal counsel that have necessary expertise and substantial experience in alternative contracting methods to assist in developing the alternative contracting method that the contracting agency or state agency will use to award the public improvement contract and to help negotiate, administer and enforce the terms of the public improvement contract,• Assessment: The County has legal counsel that is very familiar with Oregon construction and Public Contracting law as well as employees on staff that have many years of experience administrating alternative contracting method contracts. Evaluation of Public Improvement Utilizing an Alternative Contracting Method: North County CampUs Remodels Page 10 of 11 8. Summary Conclusion Following a thorough and objective evaluation, the Deschutes County Facilities Department has concluded that the use of the CM/GC project delivery method for the North County Campus Remodels was successful. The CM/GC delivery method proved to be an excellent tool for managing the scopes, schedules, budgets, and risks associated with the construction and remodel of an existing facility. Furthermore, the Facilities Department concludes that the requirements set forth in ORS 279C.335 (2) were fully met. In some cases, the outcomes resulting from the CM/GCs' specialized and technical expertise, budget oversight, true value engineering and quality control exceeded expectations and provided a better - than -imagined environment for the public and staff alike. Gaining the Board's exemption for and use of the CM/GC method of alternative contracting on the project was a sound decision and there were many benefits to the project. Close team collaboration, open -book financial record -keeping and true value engineering provided demonstrable benefits and enabled the stakeholder teams to remain flexible and nimble with an eye on quality and costs. 9. Appendix A - Findings of Fact Order 2021-978 Findings of Fact is attached, which granted exemption from competitive bidding and authorized the construction of the North County Campus Remodels project by means of a Construction Manager/General Contractor and authorized selection by request for proposal. Evaluation of Public Improvement Utilizing an Alternative Contracting Method: North County Campus Remodels Page 11 of 11 �'� REVlE ED LEGAL COUNSt DESCHUTES COUNTY, Bend Oregon FINDINGS OF FACT Doc #2021-978 For Exemption from Competitive Bidding and the Use of the Construction Manager/General Contractor (CM/GC) Services of Contracting for for Deschutes County - Redmond North County Campus 236 and 244 Kingwood Remodel Project 1. General ORS 279C.335(2) permits a local contracting agency to exempt public improvement projects from traditional competitive bidding upon approval of Findings of Fact ("Findings") showing that an alternative contracting process is a) unlikely to encourage favoritism or diminish competition and that b) the process will result in substantial benefit to the local contracting agency. ORS 279C.400 — ORS 279C.410 describe the Request for Proposals method of solicitation as an alternative to traditional competitive bidding. Pursuant to ORS 279C.410(8), a public Agency using the Request for Proposals method may award a contract to the responsible proposer "whose proposal is determined in writing to be the most advantageous to the contracting agency based on the evaluation factors set forth in the request for proposals and, when applicable, the outcome of any negotiations authorized by the request for proposals." ORS 279C.330 defines "Findings" and identifies specific information to be provided as a part of Deschutes County's justification. Under ORS 279C.335(5) a public hearing must be held before the findings are adopted, allowing an opportunity for interested parties to comment on the draft findings. 2. General The current regional and local construction market is navigating unprecedented challenges, including labor shortages, global — local supply chain issues, as well as multiple public projects slated for construction over the coming year. In consideration of these circumstances, Deschutes County Facilities seeks to utilize CM/GC Services, an alternative method of contracting, based on the Findings of Fact presented herein. FINDINGS OF FACT SUMMARY FINDINGS 1. Competition will not be diminished. This exception will likely encourage more competition in this tight market, rather than diminish competition. The Request for Proposals selection process will be competitive based on relevant selection criteria, will be publicly advertised, and will be open to all interested proposers as described in the findings below. 2. This process will attract more contractors in this currently tight market. This exemption will result in attracting more contractors in this tight market and result in better construction costs. Also, value will be added to the project and outcomes that would not otherwise be obtained under the standard design -bid -build process, especially in these current market conditions. SPECIFIC FINDINGS, WHICH SUPPORT THE SUMMARY FINDINGS, ARE AS FOLLOWS: 1. The CM/GC will be selected through a competitive process in accordance with the qualifications -based selection process authorized by Deschutes County Board of Commissioners. Therefore, it Is unlikely that the awarding of the construction contract for the Project will encourage favoritism or substantially diminish competition. This finding is supported by the following: A. SOLICITATION PROCESS: Pursuant to ORS 279C.360, the CM/GC solicitation will be advertised at least once in the Daily Journal of Commerce, as well as The Bulletin to maximize exposure. The CM/GC proposals and interviews will be rated based on a predetermined list of criteria as required by ORS 279C.337 and the Attorney General's Model Contract Rules. The County will enter into contract negotiations with the highest-ranking firm. Should negotiations fail, the County will have the right to negotiate with the second highest-ranking firm. B. FULL DISCLOSURE: To ensure full disclosure of all information, the Request for Proposals solicitation package will include: a. Detailed Description of the Project b. Contractual Terms and Conditions c. Selection Process d. Evaluation Criteria e. Role of Selection Committee f. Provisions for Comments g. Complaint Process and Remedies Available C. COMPETITION: As outlined below, the County will follow processes which maintain competition in the procurement of a CM/GC. a. The County anticipates that competition for this contract will be similar to that experienced in other Projects of this type. The competition will remain open to all qualifying proposers. b. The selection and solicitation process employed will be open and impartial. Selection will be made on the basis of final proposal scores derived from qualifications, price and other components, which expand the ground of competition beyond price alone to include experience, quality, and approach to market conditions. c. The competitive process used to award subcontracts for all competitively bid construction work will be specified in the CM/GC contract and will be monitored by the County. The County will designate in the contract the proposed percentage of construction work that must be subcontracted and may not be self -performed by the CM/GC. The CM/GC contract will comply with the subcontractor competition requirements in ORS 279C.337. D. SELECTION PROCESS: Other highlights of the selection process will include: a. A mandatory Pre -Proposal Conference and Site Tour will be announced and held. This conference will be open to all interested parties. During this Pre -Proposal Conference, as well as any time prior to five (5) business days before the close of the solicitation, interested parties will be able to ask questions, request clarifications and suggest changes in the solicitation documents if such parties believe that the terms and conditions of the solicitation are unclear, inconsistent with industry standards, or unfair and unnecessarily restrictive of competition. b. The evaluation process will determine whether a proposal meets the screening requirements of the RFP, and to what extent. The following process will be used: i. Proposals will be evaluated for completeness and compliance with the screening requirements of the RFP. Those proposals that are materially incomplete or non- responsive will not be accepted. ii. Proposals considered complete and responsive will be evaluated to determine if they meet and comply with the qualifying criteria of the RFP. If a proposal is unclear, the proposer may be asked to provide written clarification. Those proposals that do not meet ail requirements will be rejected. iii. Proposals will independently be scored by the voting members of the Selection Committee. Scores will then be combined and assigned to each proposal. iv. The Selection Committee will convene to select from the highest -scoring proposers, a finalist(s) for formal interviews. v. The Selection Committee will conduct the interview/s with the short-listed proposer/s. vi. The Selection Committee will use the interview to confirm the scoring of the proposal and to clarify any questions. Based upon the revised scoring, the Selection Committee will rank the proposers, and provide an award recommendation. vii. Deschutes County will negotiate a contract with the top -ranked firm. If an agreement cannot be reached, the County will have the option to enter into an agreement with the second -ranked firm, and so forth. c. Competing proposers will be notified in writing of the selection of the apparent successful proposer and will be given seven (7) calendar days after receipt of the notice to file any questions, concerns, or protests about the selection process. Protests will be subject to the requirements of the OAR 137-049-0450, must be in writing, and must be delivered to the County within seven (7) calendar days after receipt of the selection notice. No protest of the award selection shall be considered after this time period. d. The contract achieved through this process will require the CM/GC to use an open competitive selection process to bid all components of the job. The CM/GC's general conditions and fee make-up of the total cost will be evaluated as one of the scoring criteria. General Conditions must include supervision, bonding, insurance, and mobilization, and must be within the current industry standard range. The CM/GC's fee must be within the industry's standard range for a project of this size. The entire value of the project will be awarded through open, competitive processes, at either the general contractor and/or the subcontractor level. 2. The awarding of a construction contract for the Project using CM/GC method would offer the County critical construction expertisg and value to the Project. This finding is supported by the following information required by ORS 279C.335(2)(b) and ORS 279C.330. A. SPECIALIZED EXPERTISE: Early selection of the CM/GC creates more informed, better quality decision making by the project team. A more efficient design and construction team saves the County money and helps the team anticipate and mitigate challenges in the current construction market. This exemption will allow Deschutes County to proactively seek construction and constructability expertise during the design process, well in advance of the standard competitive bid timeline, to address the complexities of existing conditions and the current construction market, to help inform the best decisions on behalf of the County. Value will be added to the Project, via early and time -critical construction expertise, that could not otherwise be obtained to the same depth, duration, or quality. a. COORDINATION: Use of a CM/GC in conjunction with the team approach will result in a better coordinated Project. By having the CM/GC part of the project team early, the CM/GC will have time to fully evaluate and understand the existing facilities and systems, along with the intended design direction prior to start of construction. This information will inform design direction and approach to site logistics and safety and security measures during construction. b. The CM/GC clarifies several critical variables valuable to the Project design. The CM/GC will guarantee the maximum price (GMP) to complete the Project; determines the construction schedule; establishes the sequence of work, is contractually bound to implement the final Project design within the GMP; and participates as an essential member of the Project design and construction team. By utilizing the Request for Proposal selection process, which allows the County to consider factors such as experience and expertise in addition to price, the County will ensure that the selected CM/GC will be competent addition to the team. The CM/GC would help assess material selections relative to lead time issues, best opportunities to secure subcontractors and labor for trade coverage, better pricing, and will help discuss and/or adjust the work plan to address project and construction market needs. This component cannot be addressed by the usual design/bid/build method of construction because selection is typically based on the lowest bidder and occurs at the completion of the design process. c. CONSTRUCTION COORDINATION: A CM/GC participating on this Project would provide timely assistance and support to the development of the design and the most suitable approach to accommodate existing infrastructure and safety for the adjacent tenant. d. MARKET CONDITIONS: As well as the multitude of construction market factors that currently exist today in Oregon and Washington (e.g., supply chain and lead time issues, construction labor shortages, significant competition of and with other projects), the difficulty in establishing the best work sequence complicates our ability to accurately estimate the cost of this Project. -The current construction market challenges the interest and capacity for contractors to bid for jobs. CM/GC Services, an alternative contracting method, will be more likely to result in a more experienced and better suited contractor for this Project than the usual competitive/low bid procurement. B. OPERATIONAL, BUDGET, FINANCIAL DATA a. BUDGET: The County has a fixed budget available for the Project, as well as a desired "as soon as possible" project delivery date. Early reliable pricing provided by the CM/GC, as well as scheduling and procuring help with long lead items during the design phase will allow for the potential to mitigate later related challenges. b. LONG TERM COSTS: The Project will require expertise regarding the constructability and long-term cost/benefit analysis of innovative design. This knowledge is best obtained directly from the construction industry. Many decisions will be required during the design process that will encompass immediate feedback on constructability and pricing. Under the traditional design -bid -build process, there is a high risk of increased change orders and schedule impacts for Project of this size and complexity. Since there are significant costs associated with delay, time is of the essence. Because the contractor participates during the design phase, the CM/GC process will assist in providing a scope of work, constructible design and phasing solutions that best meet the requirements of the Project with significantly lower risk to the Project' costs. Involving the CM/GC during design will also allow Project risks to be addressed early and teamwork between the County, the design consultants, and the construction contractor (CM/GC) to minimize those risks. c. FEWER CHANGE ORDERS: When the CM/GC participates in the design process, fewer change orders occur during project construction. This is due to the CM/GC's better understanding of the owner's needs, the existing building and the architectural and engineering team's intent. As a result, the Project is more likely to be completed on time and within budget. In addition, fewer change orders reduce the administrative time and costs of project management for both the County and the contractor. d. GMP CHANGE ORDERS COST LESS: CM/GC change orders will be processed at a lower cost under the GMP. The design -bid -build method typically results in the contractor charging 15%+ markup on construction change orders. The GMP method applies lower predetermined markups. e. POTENTIAL SAVINGS: Under the GMP method the County will enjoy the full savings, if actual costs are below the GMP. When the CM/GC completes the Project, any savings between the GMP and the actual cost accrue to the County. f. CONTRACTOR'S FEE IS LESS: Contracts with CM/GC's are designed to create a better working relationship with the contractor. Consequentially, the overhead and profit fee is typically slightly lower than the fee anticipated on similar design -bid -build contracts. C. ADDITIONAL PUBLIC BENEFITS a. TIME SAVINGS: The use of CM/GC as an alternative contracting method allows for more streamlined construction documents, in lieu of a fully bid set where everything needs to be documented for pricing. This will help streamline the project and the completion date. b. COST SAVINGS: The Project will benefit from the active involvement of a CM/GC contractor during the design process in the following ways: i. The contractor's input regarding material availability and lead times, as well as the cost- effectiveness of various alternatives will guide the design toward the most economic choices. ii. Consideration of the specific equipment available to the contractor will allow the designer to implement solutions that utilize the capacity and availability of that equipment. iii. The contractor will be able to provide current and reliable information regarding the cost of materials that are experiencing price volatility and the availability of scarce materials. iv. The contractor will also be able to order materials while design is being completed in order to avoid inflationary price increases and/or lead time issues, to mitigate the lead- times that may be required for scarce materials. c. GUARANTEED MAXIMUM PRICE (GMP) ESTABLISHES A MAXIMUM PRICE PRIOR TO COMPLETION OF DOCUMENTS: The CM/GC will be able to obtain a complete understanding of the County's needs, the architect's design intent, the scope of the Project, and the operational needs of the Project by participating in the construction document phase. With the CM/GC participating in this phase they will be able to offer suggestions for improvement and make suggestions that will reduce costs. With the benefit of this knowledge, the CM/GC will also be able to guarantee a maximum price to be paid by the County for constructing the Project. D. VALUE ENGINEERING a. WITH THE DESIGN -BID -BUILD PROCESS: If the County were to utilize the design -bid -build method, the contractor would not participate in this evaluation. In conducting value engineering under the design -bid -build approach, a value engineering consultant is hired to participate in the design and cost evaluation process. This process adds extra costs and administrative complications, without providing the same benefits of early and committed through construction contractor participation. b. WITH CM/GC: The CM/GC process offers a unique opportunity for value engineering that is r not possible through the design -bid -build process. Value engineering is the means used to determine the best project design that meets the needs and priorities of the owner, within the owner's budget. Value engineering is done most effectively by a team consisting of the owner, architect, consultants, and the contractor. When the contractor participates, the team can render the most comprehensive evaluation of all factors that affect the cost, quality, and schedule of the project. The CM/GC method has the benefit of: • the ability to best set/anticipate the schedule within these current market conditions; • the ability to anticipate long lead items and how to best gain subcontractor commitment to this project, Through integrated participation, a project's scope and design evolve that has greater value for the owner, and is not likely to be the same project or product created by the design -bid -build method. CONCLUSIONS OF LAW The above "Findings" show that the CM/GC process for the Construction of the North County Services project/s complies with the requirements of ORS.279C.335(2) for exemption of the project from competitive bidding. PROPOSED ORDER ORDER GRANTING EXEMPTION FROM COMPETITIVE BIDDING, AUTHORIZING THE CONSTRUCTION OF THE North County Campus/236 and 244 Kingwood Remodel PROJECT BY MEANS OF A CONSTRUCTION MANAGER/GENERAL CONTRACTOR AND AUTHORIZING SELECTION BY REQUEST FOR PROPOSAL WHEREAS, the Board of County Commissioners of Deschutes County is the Local Contract Review Board for the County and in that capacity has authority to exempt certain contracts from competitive bidding requirements of 279C and associated county code provision, and WHEREAS, the Board has determined that the Construction of the North County Campus/236 and 244 Kingwood Remodel Project should be constructed by a CM/GC. The Board finds as follows: 1. The Board adopts the specific "Findings of Fact" set forth above. 2. The "Findings" show that an exemption from competitive bidding for the project complies with the requirements of ORS 279C.335 (2) and the Attorney General's Model Contract Rules, OAR 137-049-0630 (2) for exemption of the project from competitive bidding. NOW, THEREFORE, the Board of Commissioners orders as follows: The contract for the construction of the North County Campus/236 and 244 Kingwood Remodel Project in Redmond, Oregon by a Construction Manager/General Contractor is exempted from competitive bidding and the CM/GC shall be selected by the Request -for -Proposals method in accordance with the Attorney General's Model Contract Rules and the process described in the above findings. Dated this 4 of)�" P 2p ANTHONY DeBONE, Chair, County Commissioner PHIL CHANG, Vice Chair, County Commissioner PATTI ADAIR., County Commissioner c,%�v'Vcs eoG BOARD OF COMMISSIONERS MEETING DATE: December 8, 2021 SUBJECT: Construction Manager/General Contractor Findings of Fact for the North County Campus 236 and 244 Kingwood Remodel Project RECOMMENDED MOTION: Move approval of Document No. 2021-978 Construction Manager General Contractor Findings of Fact for the North County Campus 236 and 244 Kingwood Remodel Project. BACKGROUND AND POLICY IMPLICATIONS: The Facilities Department is developing plans and specifications for the North County Campus at 236 and 244 Kingwood in Redmond, Oregon. This Findings of Facts establish the basis.for the use of the Construction Manager/General Contractor method of contracting as an alternative method due to current market conditions which include labor shortages, global and local supply chain issues, and the significant number of local public projects slated for construction over the coming year. The Facilities Department is seeking to utilize CM/GC services, an alternative method of contracting, based on the attached Findings of Fact. BUDGET IMPACTS: No budget impact at this time. If approved, this alternative, qualifications -based method would be used to select a CM/GC which would participate in the project design and solicit competitive bids for sub -contractor scopes of work and would manage and deliver the construction of the project. This project is budgeted for FY 2022 in Campus Improvements Fund 463. ATTENDANCE: Lee Randall DESCHUTES COUNTY DOCUMENT SUMMARY (NOTE: This form is required to be submitted with ALL contracts and other agreements, regardless of whether the document is to be on a Board agenda or can be signed by the County Administrator or Department Director. If the document is to be on a Board agenda, the Agenda Request Form is also required. If this form is not included with the document, the document will be returned to the Department Please submit documents to the Board Secretary for tracking purposes, and not directly to Legal Counsel, the County Administrator or the Commissioners. In addition to submitting this form with your documents, please submit this form electronically to the Board Secretary.) Please complete all sections above the Official Review line. Date: December 3, 2021 Department: Facilities Contractor/Supplier/Consultant Name: n/a Contractor Contact: n/a Contractor Phone #: n/a Type of Document: Findings of Fact Goods and/or Services: n/a Background & History: The Facilities Department is developing plans and specifications for the North County Campus at 236 and 244 Kingwood in Redmond, Oregon. This Findings of Facts establish the basis for the use of the Construction Manager/General Contractor method of contracting as an alternative method due to current market conditions which include labor shortages, global and local supply chain issues, and the significant number of local public projects slated for construction over the coming year. The Facilities Department is seeking to utilize CM/GC services, an alternative method of contracting, based on the attached Findings of Fact. Agreement Starting Date: December 8, 2021 Ending Date: n/a Annual Value or Total Payment: $ N/A ❑ insurance Certificate Received (check box) Insurance Expiration Date: n/a Check all that apply: ❑ RFP, Solicitation or Bid Process ❑ Informal quotes (<$150K) ❑ Exempt from RFP, Solicitation or Bid Process (specify — see DCC §2.37) Funding Source: (Included in current budget? X Yes ❑ No Is this a Grant Agreement providing revenue to the County? ❑ Yes ® No 12/7/2021 Departmental Contact and Title: Lee W. Randall, Director Phone M 541-617-4711 Department Director Approval: -�,.,�'� Lj �- Signature Date Distribution of Document: Who gets the original document and/or copies after it has been signed? Include complete information if the document is to be mailed. Official Review: County Signature Required (check one)&OCC ❑ Department Director (if <$25K) ❑ Administrator (if >$25K but <$150K; if >$150K, BOCC Order No. ) Legal Review a M/ Date k—L j:j Document Number 2021-978 12/7/2021 '�vT E S C0 G2� BOARD OF COMMISSIONERS MEETING DATE: April 21, 2025 SUBJECT: Treasury Report for March 2025 ATTENDANCE: Bill Kuhn, County Treasurer DATE: April 21, 2025 TO: Board of County Commissioners FROM: Bill Kuhn, Treasurer cii to icrT• Trpactiry Rpnort for March 2025 Following is the unaudited monthly treasury report for fiscal year to date (YTD) as of March 31, 2025. Treasury and Investments • The portfolio balance at the end of March was $341.2 million, a decrease of $23 million from February and an increase of $13.3 million from last year (March 2024). • Net investment income for March was $1,124K, approximately $40.5k higher than last month and $205.9k greater than March 2024. YTD earnings of $9,119,207 are $2,437,382 more than the YTD earnings last year. • All portfolio category balances are within policy limits. • The LGIP interest rate declined to 4.60% during the month of March. Benchmark returns for 24-month treasuries were down 9 basis points and 36-month treasuries were down 8 basis points from the prior month. • The average portfolio yield declined slightly to 3.96%, which was down 3 bps from last month's average %. • The portfolio weighted average time to maturity was 1.13 years. SES Deschutes County Portiollo' Breakdown; Par value by Investment Type Municipal Debt 28,050,000 8.2% Corporate Notes 16,663,000 4.9% 0.0 % U.S. Treasuries 165,800,000 48.6% Federal Agencies 77,145,000 22.6% LGIP 33,174,397 9.7% First Interstate (Book Balance) 20,385,159 6.0% Total Investments $ 341.217,556 100.0% Total Portfolio: By Investment Type First Interstate Municipal Debt Bank 8.2o rate Notes 6.0 % 4.9 LGIP ljY Time Certificates 9.7 % 0.0 % Federal Agencies 22.6% U. S. Treasuries 48.6% Portfolio by Broker $71.8 N $80 $62.7 0 $60 $45.1 � $40 $23.3 $26.5 $27.4 $30.7 $20 $ Moreton Robert W DA Stifel Piper Great Castle Oak Capital Baird & Cc Davidson Capital Sandler Pacific Markets Securities U.S. Treasuries .LGIP ($61,749,000) Federal Agencies Banker's Acceptances Yield Percentages, Current Month Prior Month FIB/ LGIP (avg) 4.43% 4.48% Investments 3.87% 3.83 % Average 3.96% 3.99% Time Certificates ..�.� Municipal Debt 25% '. Benehmalrks ` Corporate Debt 25 % 24 Month Treasury 3.87 % 3.96% LGIP Rate 4.60% 4.70 Mdtu�t " yeatg 36 Month Treasury 3.85% 3.931, Max Weiahted Average t, Term ._ _ MininnUM Avtwil 3.25 1.13 0 to 30 Days 10% 19.1 % Under 1 Year 25% 50.4% Under 5 Years 100% 100.0% 6.0095 5.50% 5.00'/0 4.50'/o u' 4.00'/0 3.50% 3.00% 2.50% 2.00'% a 1.5O9/. 1.0OP/I 0.50'/ 0.00% - Apr 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 )on Aug Oct Dec Feb Apr June August Oct Dec Feb ® County Rate ® 2 Year Treasury Rate " Corporate Bond Rate LGIP Rate Three Year Portfolio Balance Apr-22 Jun-22 Aug-22 Oct-22 Dec-22 Feb-23 Apr-23 Jun-23 Aug-23 Oct-23 Dec-23 Feb-24 Apr-24 Jun-24 Aug-24 Oct-24 Dec-24 Feb-25 N N a N d' m r d' V N N'lC W m m' N N r N O N O O N V CO W m M W ' t _W N W V 7 O -.. M W In V I� O N :o' w n O In In � NIV r N m 7 dam'oc�_ r ILI (NN' V .M- N(7 LQ f- CO') (rD r J),In I, W'. - V r O,� N N r N W ti.N �! ) N r D V O M N rIM C��' Y d W .o NI,(O O O W'.m O d' N �' O) f` d'..N M 4') O'�.� CON W'I.W N N W, C: M'W m fM1:M m W W.f� W m r` N W mm t- N In O In N M N.V R m In a cu m W,m,m m m (5a N O 0:7 W m m,m W m W..(O N r` Olm r W O M N.O O O.W m m o',7 0 0 W O M O m n m (N W W m N N N O m N m Cf O z m r m:ol r m m W m 0 Olm m m m..m m m m m m m m,m m rn m.m f.( W m'O O O m m m O m 0 C m c m m m m m m W m m m W m V N m N co m m rn m Q m> r M ;C) M r r r N N- r r .- - r r r r r r .^ . ;N N (V r r � .- N N r N r r r r r .- r r N N_ N N N M W (N-. W V W^ N N W W N m N M N M v W m W r m O M M.N W N O W W m M 4 W N 7 0 0 M O N O N N W r M N N N lOO W N W M r N M N 7 W N W 7 O N N M N M M CWD N N M C�'> r 0 GI d O r NIf` 00 (O'',O r m O,� M O f` (O M V. N V M..O N;(O M M WIl7 W N O N,M r M M 0 N 00 N r W to O N tb V M N— IN M t� t` r C jyO Wr dm'Cm0 Nm NOO'.. 6�1'NONNOON',,,m W W m'.O N',�NO? �'.N OOO'',�00O,6Wi.O O O O Nm O. QmiON W:�NONN V O? V -7- O d i N N r N r r N N r N r N N N r N N N r N N N N r N .- N r r N r r N r r N,r O O O';O O O O'.O O O O'Ip 0 0 O'O o o (Z' O O O O O O O O o In O O O O O O o O O O O O O O O O O O O O O O O O O O O O O O O O O O CI O O O 818O O O o 0 0 0 0 0 0 0 0 0 o In o 0 0 c 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 c 15i c;i 0 0 O'O O O O-.O O O O!O 0 0 O:O 0 0 0 ':O O O,O 0 0 0 0 0 0 O.0 O O O.O O O O:O O O O O O O O O O O O O O O O O O O O O O O O o O C 7 0 0 01O O O O'',O 0 0 O':O O O O''.O O O O':O O O O1O O O O''.O O O O'lo O O O O O O O.O O O 6'16 O O O,O O In O.O O O1O O O.0 @ A O N N .r N O O:r 0 0 O':O 0 0 C. O O o 0 0 0 '',O O O',O O O O O:O C O o 0 0 0 0 0 0 0 O O O O O O O O O O O O O N In O N 0 0 0 0 0 C LcM! r',.M M N IN N (V N..N N (V N:N N,N r r,N N N,N N N N N,r N N N N (V N (V N N N (V N N r NNNNN N N N N N r r N N (V N N N r C .-- M (N.N N W V' d' N W N W m W V.M m O N r W O M W N m O m V' N W m O N W N O M V' N O O N O N N N N O N N N M M N M M M MAN M t N r OIW W (p cp'..M W V 7':N IN V M:M d' N CO W m O:N r N N M N N N N N M M M M N M M M M M M M M M M M r r rrr r •- r V Ci Ci d' 7 a C V 7 a 7 V' d' a' 7 N M N N V NIN N N N N N N d' ^'q'IN r N N' rI.N N n'.� r N N N.'.N'T N VN N'',N r N �,', r N'..� In N M N:M W Lq In In In In N N N:.n N N''r �',i 1_ N M N ` �.n IN IN n N M (h 't W r M W " O r N (V N O O N W (N d: M a. W M N (V O N.W r M, M O N O1O V V',M d' V N O �:M V r.In M M V 6 V CV N'IO 7 O to a C N o O mmlmmmm'Immmm'mmmmlmmm'mmmmm'mmm'mmmmmmmmm'mmmmmmmmmmmm'mmmmmmmmmmmmmmmmmm. ¢¢a¢aaaaaaaaa¢aa¢aaaaaaaaaaaaaaaaa_aaaaaaaaaaaa.aaaaaaaaaaaa_aaaa¢a W m r O N M m m r O m M-. r n m a r` V M N N M M V' r N M N N N In V a m N r N W O o N m 0 W (N O W M tD t` n W N W W N m N N N W N m m 0 O M W N O N N O m N N ` M O W r N W N N W m O N m N W N N (O N N W 'ct W d' W N N.N r M N N 7 M r M N W W W W W W V' m W N In 7 W m v r N f�,N W N W CO N W f� W m r�,m m r O.W O O O W W W m O 0 0 0 0 r In N N N (Ni N N:N In In N In N N N N N N N N N N N N N N N N N N N N N N N N NN N N N N N N N N N N N N N N N :N N N N N N N N N N N N.N N y N �''.N N ON N'.� N N N :N N N N.� N N O O N OE14 N:N o N ,� N N N N ON N N N.O O NO1 0 0 N N N N N ON N N N N ON N ON N N N N �Cn N.InN to �,.NMN In InN IO In NN N N to O In.O O Nln� NIn Cn NIn InN OInNNO N m NNN In 3 r r M r M M M M r M M M M M M r M r r M `` (` M r r (` M (� N M M (``'1 r M M r r M M r'I..� V In N.c_- In a O:IN r cam- IN f� W (O �,r N r d'35, M 0� N r r.',.V f� +T h,...0 N ei M....m N N r,.W t+ (O rN r r _._ _ .. _. N N N N N N N'N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N In In N @ y N N ''.� N N NIN N NIN N N':N N N..N N N N-..o N N,N N N N:N N N N.N N N N.N N N N N N N.N N N N N N N N N N N N N N L@ N WIW W W N:N N N N,N m m m,m m N.:N d' Ht N N, C`D W V� t V t N N N N N N IN In N N N N N N N N N W W N (N m W (O W O IN W W o0 o IN NIN N N `:r r r `:r ` r \ r = — — — — — — — — r r r N N N N N N N N N N N N N N N N N N N N N N N N N N N r rlr r r N':N (� N N:N N N NIN N M',M O O O O.r ,r r rlr r r r r r r a rrrrrrr rr' rrrrrrlr rr'r rr,rrrr,rrr d W W W W W W W W W W W W W J > J J J J J> >> W W W Q J _1 J J j J Q W aLLLLaaa LLF I-F-aW U¢ F- F• F- ,F.- I- W W W I- U FpO LL W LL W au) U ..,a.LL an)u))cLL<ca m naLLu,im n n nan'a¢an un.cnaaaaaonann---n= a¢aaaaaaaaa LLaanc0.ocou)cou>(D(DOUn U,(D(DC)UUUc)UcDUUUUUcn(Do_YPUUUp 0 cD000m(D nu)lnU() N N N N N N m,`1 ':N N N N a) N N::d a) NIN N N N d'',N �J d'Id N NI N. d',N N N N:N d `) N.,d N N N NNIIN N 0) N,� NN -"F- F- IL F- F- I_ F- F- F- F- F- H-'IH F- F� F- F- F- I- F-'.I� F- F-: F- H H F� F•:F F- I-,1- H F- E- F- F- F� f` H F� F- F- F• 1- F- F� F- F- F- F- F• F- F- F- I� F- F- F- F• F Cn ul V) U Cn U)!V) co,V) U)':.V) U) (n'. V) V) U) V) U!I U) V) U) Cn Cn V) U V)HIV)ICn (n (n I(n V) N U5 N [n U U) U (n U) M Cn (n V) U) V) U) V) V) U) Ul U) V) V) V) V)',, V) V) U) V O aW Z WIW O tLLi 1C� C� ~ am O N mU L=L = ,N J LLLL' ymIN N> o (Nm t� W m Y LL U:U U I UU U U U U U U U W W U UIU W W (C�ll 7 N�(L W W x aYF-M m J W U aV1 J W> C14 TYxr MNV �U Ye > N NK>N JJ JU Im,.aUY_Y'J '~i Y I UW a- Si mJC7Um LLLLY(+�Mmi�'2 MU '.JVIN N N NIN N N INI IN N NIN N N':N N N N Nw1uIN N NIN N N N NIIN N N N N N N''.N N N N.N N N N.N N N N,N N 00 N N;N N N N.N N N IN IN!" IN N SIN N N N N N N'',N N N NIN N N':N NIN N NIN N 1 Co N N NN N N N:N N N NIN N N N,N N N N:N N N N,N N N N.N N N NN N N N'I141 '.N rlr r rrr r r r r r r r r r r r r r r r r r � mlm r r m m m m m m m M'- mlm m m m I I m m m m m m m m m m m m m m m m m m m m m m mmmmmmmmm _ -- FOm- .l�• FM- FW- KFr- ,'�FN- Fd-' (FN1-'. �F(O- ,�Fti- FW- - F- K0 I0 WO O.ri UO UO � U U U U U U U U U U U U U U UUKUU��K U'�~I w 0ly: <'R' K !D LL;� FF 'F F-IF F- F- F-' F- F- F- F1F-- F-FF_F-F-F- 1-F-.F-F_ F- FFNa (0:�W m 0 N V NCO W m W'm W .0 0, m m m m m m 0 coW W O W W W m N mm O OOOo 0m O NdN m 0C oho o;o.o�o,o�o.o 0 0 0 _ N N N'..N N,NILI O N M O O NO c,O MVO N r r r r O _O l(l0 .'MrcO . NNcR!) (aO) U6) O) cM:M<1' MN Mm N VN WO tNN10 NM Cr I?! ' '. OCA) + 0ONNnd'O4 N�M m O'M 05 Uc, o N MGrn OW:O) O O M O OW N OjmM a,a CO NN O N VN N M l0 M,O N N N 04 N N N r' M W- N M O 10 W O N O.O O M Co M N M c0 V' N O N N N �',O M r N'..M M O N'.O r N MIM cD N �!N M M l0 O M N N M N r O M d' r N.M.N 10 N N I�IN a M N,,C' c0 M c010 (O r - 7 M.M N D7 N N c0 O M..� O r M,a (O eT c) d d 0 cM O:, N M N r M W In (O O) l0 V O r'. W to O M 7 0 M r W t0 O (A M (D r 07 r Fh N n 7 O N Y O NiN O O M:M O M .. M M..10 d' a.M O) O O N-V M V'.. O) (O m R;O0) OO c) mOt w0 c?00!-O cl tO r M-vrnr N� M V'MOM.- OMM M M 0 0 0 0 0 0 0.0 0 0 0.0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 00 �° O Oo0 p 0 o r' o rn M 0 0 0.0 0 0 o'o 0 OoO O..G O c!O0 ' 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o m o.� O 0:010 .1'.'.O O.O O O O 00 0 0 0 0 0 0 OO O O O.O O O 01O v o 0 0.0 0 0 0.o w o O,O o 0 0,0 0.0 0 0 0 o.�n vi o.o u5 o uS O.o o ui o'.o � o o 01.4 o: List c .0 (O O O'.O O O (DIO M.N O O O l0 M N (O N r O O.Or 0.00. a 0 0 0 0 O (p O O. InO N O'. c In 0)- c0 O r N N N O) in in 'IO N t0 N N � (O M O M a- O M N > .- N (O4 .- N _ N'.,N ' N N N N �- N (V 'r. N �'N M M V ON VO NO Mr O M 7r Nc rO0 c(00 N)Vl7 . c' NNNJ) M O N M ,.O t VaM 4 7 M'o 7 0 OM C'ti ,. i 'I I I II r N O d' Nc0 O:(D M O M O.N M O M:O M O O.N O 10.c0. O O O)'.O t0 c0 V'.�.M M .- V' N,,O O O y cT M M 4 N N N'(V - r- (V In 0 ,z N 6 M �- O �-. �- O c-i Ni I.- L(5 (V C I O O W Ni 4 V'.,,"t O. O K LL 1 c0 lC l6 c0 c6 c6 f0 N N N c0 N cb (0 •- N @ N N N �- M N MM $aaal,aaaaaaaaaaQ',,Qa�� aaaaa�aaaa'aaaa,aaaa a V O) O a M O t0 N (O 0 c0 0 t0 O N O N't O�- O r r O O N O) M N a V M �- r M O r r 0 7 l0 M a1 c0 N M In c0 7 M l0 N 0) V l0 N N r r F- = N MV M co M,N U0 M (O O,� V M �- N d' V'. mil' N �- N c);.,r V M N;V �-,r U) (O (O M (O r r N c0 c0 M M c0 r M r M c0 r (c M (0 c0 cD r M c0 r r r N N N N N N N N N N N 'IN N N N N N N N N N N N N N N N N N N N;N N N N N N N N N N A O O:O O O O O O O O,O O O O,O O O O O O O O O O O O O O O O:O O O O'.O O O O,O O C y N N:N N N N.N N N N:-N N N.N N N N N..N N N.N N N N NN N N N,N N N N,N N to to NN t°- - c()n lnn� c- M - C)N`N O 7 r- .-M MM c`Mn W (nMM1 N�-r- d N V In W W m n cn'., C .-., •- cn (O',(O c0 c0 O 0 0 0 0 0 0 V O c- c0 V ' t d' N V V V V N V W N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N O O N O O O O O O O O O 0 0 0 0 0 0 O O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LO NIN.N NIN N'.N N N N N N N N,N N N N N N N N'N N N N N N N N.N N N N-.N N N N',N N N N.N A O 0-;0 O M N.... (n N 00 =.O N W i0 cn r l0 Op N N= N'. r. N N �'. N N= N N N ` r O N `-' r N O N N N', O. �. Y J J J J J J J J J J J > J 0W F-F-rUUUUUF-UUO W U00 W UI-00UwUUw WUUm W UC) LL mLL n n nQQQQQ nQ QQLLQ LL Q(n QLLQQLLLLQQ �Q F- Qi,Q Q O_ EL: , n. 0_ a Q'.d a a F- 0_ � I=,(n (n (n (n (n 0_ ¢ �F-:F- d dl� 0 cnU,0007U'.C7U' C7UC7C7(9u)(DK(nadaaaC9U C9(nC9C9tn'I(n_(9C9KIDC9Ua;(na -- -. Ico 0 ,W Z0 O W W U} z zu00� 0000 0o Z Zwa j�OOp °im W (n(n U) JJ W-. U1�U>LIJ ',� c- o �U(n (nL) O u�.m N° W W W 100 x�'�Qw�U� ° m1 1 1 ' 0 Xc0 U (n Z.ZaXl0Cr7i.IwX W .�6 ,xwzi -0o}6 ,I I'`I(D OQ .LL,u>) _Z wJ 0w�oo3�ZUO.Oyr0100c�� 3m �CoOc cYw}Nco .cYdca�>E ZU>U>Un (n nN ZZ (n NN=F- F-f-:02a0wmW ((0, U > Z 00 U ¢¢ M'a g�0oim OO 'Wlo:ulo,-5-5c1OcM cc 10W7Z2 DOccccmr YY 0 0 o wwU EoUU cc.cc°°W W W W Z<>()Iu)0-z: �maOZ@nNn naa R N_ QYw W °�A I¢ O O O O O OO O O O;(_ H�>It+U U D-(nu) O1N MO w1)�lN W, � LLI .vi LLM M 7 0 w rnco > Z lZ U;�0 -iM12 I Gcl v'oM NaUU oioN O }NN N MMM c0NO O O M M r a� (8M�NIMMON 'o (NO (NO NT(MO cNc O M MM� 't '. 00 _._. --. MNM MMcOO > 0 U'CJ U 16'I z,z z z z z z z z z z z z z z z z z z z z,z z z z z z p N N '� O �- M N O V O N.(0 �- l0 r M O M c0 (O M r N'N = r 0) 0y� �•.. ��N M l0 W c0 d' M V'.M O O M W N M > O O c0 M,7 N N:M (c O r, M O� Mit-:a c0 M N N O r M M M �_o o M o �'10 0 o;M N o N o'.o N o o,o 0 0 0!,.o O kjl M M M N C O O Q O O O °'.0)O O O M O M O N N N O O m 0 MEETING DATE: April 21, 2025 SUBJECT: Finance Report for March 2025 RECOMMENDED MOTION: N/A --discussion item only. BACKGROUND AND POLICY IMPLICATIONS: The Finance Department will present the monthly financial report. 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 Jana Cain, Controller DATE: April 21, 2025 TO: Board of County Commissioners FROM: Robert Tintle, Chief Financial Officer SUBJECT: Finance Report for March 2025 Following is the unaudited monthly finance report for fiscal year to date (YTD) as of March 31, 2025. Budget to Actuals Report General Fund • Revenue YTD in the General Fund is $50.7M or 97.4% of budget. By comparison, last year revenue YTD was $42.5M or 95.5% of budget. • Expenses YTD are $28.9M and 54.6% of budget. By comparison, last year expenses YTD were $32.9M and 71.2% of budget. • Beginning Fund Balance is $15.5M or 106.4% of the budgeted $14.6M beginning fund balance. Fund Select all I (clank) 00, - General kmh 010 - Assnn-Cleik... 020 - Code Abate... 1 030 - Community ... 040 - Court Techn... 0S0 - Economic D... 060 - General Co... 070 - General Cc 090 - Project De- 1 20 - Lain library 130 - Park Acqu151 132 - Park, Develo... Monthly GL Pen 0 9 $14.7M (Blank) All Maior Funds ity Wide Financial Dashboard 001 - General Fund Budget to Actuals Requirements Resources _. Beginning Working Capital $28.9M $50.7M $15.5M AM 54.6% 97.4% 100.0"/0 k .. Monthly Expenditures — 71.3 % of last vear budget 4 C Q' ast year Actuals •CurteM year Aitu315 ._...m...�..,�_ Monthly Revenues 95.5% %of last vear budget ®Last 1Yar Actuals •Current year Aclvals 7S.0% 9 Year Complete Budget to Actuals by Category •Actuals •'e`,udget OPrcje Ucn Projected Ending Working Capital $216M � erojectio s Approved ETE 121.06 VACANT 06 2i, FIt1[D 938% 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 March 31, 2025. Position Control Summary FY25 -- July - June Percent Oct Nov Dec Jan Feb Mar April May June Unfilled Org Jul Aug Sep 'Assessor " Filled :28.63 2&63 :.28.63 1.28.63 ''-29.63 '.29.63 29.63 30.00 : 30.00 :.. Unfilled 6.64 6.64 ': 6.64 6.64 5.64 5.64 5.64.. 5.26 : 5.26 17.01% 'Clerk Filled 10,48 9.48 8.48 8.48 BA8 8.48 9,48 9.48 9.48 Unfilled 100 `. 2.00 2.00 2.00 2.00 1.00 1.00 : 1.00 12.72% '. Filled 0.52 0.52 0.52 0.52 < 0.52 0.52 0.52 0.52 0.52 + - BOPTA 0.00% -.Unfilled - " DA Filled 57.70 58.70 58.70 58,90 - 58.55 58.55 58.55 59.05 59.05 ' Unfilled 3.40 2.40 2.60 1.40 1.75 1.75 1.75 1.25 1.25 3.22% Filled 6.50 6.50 6.50 6.50 6.50 6.50 6.50 6.50 6,50 Tax 0.00% Unfilled - - - 4.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00. 5.00 Veterans' Filled _. 2.22% .Unfilled 1.00 - - - - - Filled 3.00 3.00 3.00 3.00 3.00 ' 3.00 3.00. 3.00. 3.00 Property Mgmt - _ 0.00% Unfilled. _ - - - - - - GF.ARPA Filled - -. Total General Fund Unfilled Filled 110.83 111.83 : `110.83 111.03 : 111.68 111.68 112.68 113.55 113.55 - - 7 749' Unfilled 11.04 10.04 11.24 10.04. 9.39 9.39 8.39 7.51 7.51 - - - Justice Court Filled 4.60 4.60 4.60 4.60 4.60 4.60 4.60 4.60 4.60 0.00% Unfilled Community Justice Filled 43.00 44.00 42.00 45.00 45.00 45.00 43.00 43.00 42.00 Unfilled 6.00 5.00 7.00 4.00 4.00 4.00 6.00 6.00 7.00 11.11% Sheriff Filled 225.75 228.50 230.50 229.50 230.50 227.50 230.50 232.50 231.50 Unfilled 45.25 42.50 40.50 41.50 40.50 43.50 40.50 38.50 39.50 15.26% Houseless Effort Filled - - - - - - - 100.00% Unfilled 1.00 1.00 1.00 1.00 1.00 1.00 - Health Srvcs Filled 384.93 379.53 381.83 376.03 381.43 384.23 388.43 386.78 386.78 Unfilled 35.38 40.78 39.48 45.28 40.88 40.08 35.88 38.53 38.53 9.32% CDD Filled 46.00 49.00 48.00 49.00 49.00 50.00 50.00 49.00 51.00 Unfilled 5.00 2.00 3.00 2.00 2.00 2.00 2.00 3.00 2.00 4.96% Road Filled 59.00 59.00 59.00 59.00 59.00 59.00 59.00 59.00 59.00 Unfilled 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 3.28% Adult P&P Filled 31.63 34.63 34.63 34.63 34.63 34.63 34.63 32.63 33.63 Unfilled 8.13 5.13 5.13 5.13 5.13 5.13 5.13 7.13 6.13 14.57% Solid Waste Filled 39.00 3&00. 39.00 40.00 40.00 40.00 38.00 41.00 41.00 Unfilled 5.00 6.00 5.00 4.00 4.00 4.00 6.00 3.00 3.00 10,10% Victims Assistance Filled 7.50 7.50 7.50 8.50 8.50 8.50 7.50 7.50 7.50 17.54% Unfilled 2.00 2.00 2.00 1.00 1.00 1.00 2.00 2.00 2.00 GIS Dedicated Filled 2.00 2.00 . 2.00 2.00 2.00 2.00 1.00 1.00 1.00 16.67% Unfilled 1.00 1.00 1.00 Fair &Expo Filled - 13.50 13.50 13.50 13.50 13.50 13.50 13.50 13.50 13.50 Unfilled 4.00 4.00 4.00 4.00 4.00 4.00 4.00 4.00 4.00 22.86% Natural Resource Filled 2.00 2.00 2.00 2.00 2.00 2.00 3.00 3.00 3.00 22.22% Unfilled 1.00 1.00 1.00 1.00 1.00 1.00 - ISF - Facilities Filled 24.75 24.75 25,75 25.75 25.75 26.75 26.75 26.75 26.75 Unfilled 3.00 3.00 2.00 2.00 2.00 1.00 1.00 1.00 1.00 6.41% ISF -Admin Filled 9.75 9.75 9.75 9.75 9.75 9.75 8.75 8.75 8.75 Unfilled - - 0.50 0.50 0.50 1.74% Filled 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 13.00 13.00 13.00 12.00 12.00 14.00 14.00 14.00 Unfilled 2.00 1.00 1.00 1.00 2.00 2.00 - - - 7.14% Filled 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 ISF - Legal _ _ 0,00% Unfilled - - ISF -HR Filled 9.80 9.80 9.00 10.00 9.00 8.00 8.00 8.00 8.00 Unfilled 1.20 1.20 2.00 1.00 2.00 3.00 3.00 3.00 3.00 19.60% ISF - IT Filled 18.00 18.00 18.00 18.00 18,00 18.00 19.00 18.00 17.00 Unfilled 2.00 2.00 2.00 2.00 2.00 2.00 1.00 2.00 3.00 10.00% ISF - Risk Filled 3.25 3.25 3.25 3,25 3.25 2.25 3.25 3.25 3.25 . Unfilled - 1.00 - - - 3.42% 911 Filled 56.15 56.15 57.53 57.00 57.00 58.00 58.00 60.00 57.00 Unfilled 4.85 4.85 3.48 4.00 4,00 3.00 3.00 1.00 4.00 5.86% Total: Filled 1,113.43 1,118.78 1,121.65 1,121.53 1,126.58 1,127.38 1,133.58 1,135.80 1,132.80 - - - Unfilled 138.84 133.49 131.81 130.94 126.89 129.09 121.39 120.16 124.16 - - - Total 1,252.26 1,252.26 1,253.46 1,252.46 1,253.46 1,256.46 1,254.96 1,255.96 1,256.96 A - - %Unfilled 11.09% 10.66% 10.52% 10.45% 10.12% 10.27% 9.67% 9,57% 9.88% 10.25% A - 1.0 FTE increase in COD �\)I E5 CO Budget to Actuals -Total Personnel and Overtime Report FY25 YTD March 31, 2025 Total Personnel Costs Actual Projection Budgeted Personnel Projected (Over) / Under Fund Personnel Costs Costs Personnel Costs Budget 001 - 6eneral Funo 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 Overtime Budgeted OT Actual OT (Over) / Under Budget $ 20,942,691 $ 13,270,552 $ 18,529,949 $ 2,412,742 $ 69,100 $ 21,492 $ 47,608 7,497,894 4,807,405 6,655,696 842,198 100,000 83,939 16,061 234,588 176,231 242,106 Q (7,518) - 28 Q (28) 836,621 422,413 422,413 414,208 - - 622,013 449,907 625,287 Q (3,274) - - - 50,136,178 34,612,466 46,529,636 3,606,542 2,869,000 1,756,229 1,112,771 58,826,382 40,772,047 56,160,357 2,666,025 107,726 122,113 Q (14,387) 8,005,434 5,518,363 7,563,469 441,965 13,000 17,655 Q (4,655) 9,556,843 6,625,949 9,245,943 310,900 200,000 91,102 108,898 6,387,456 4,086,413 5,541,673 845,783 10,000 6,839 3,161 5,739,145 3,664,018 5,274,668 464,477 150,000 70,832 79,168 2,039,023 1,184,345 1,611,256 427,767 40,000 44,308 Q (4,308) 229,798 176,255 240,589 Q (10,791) - 2,505 Q (2,505) 159,210 111,714 156,310 2,900 5,000 2,265 2,735 496,919 371,807 503,996 Q (7,077) 10,237,093 6,953,148 9,618,628 618,465 485,000 179,476 305,524 18,606,752 12,138,269 18,543,148 63,604 50,600 21,345 29,255 $ 200,554,040 $ 135,341,304 $ 187,465,124 $ 13,088,916 $ 4,099,426 $ 2,420,127 $ 1,679,300 uTES �- o`� °G{ Budget to Actuals - Countywide Summary All Departments 75.0% FY25 YTD March 31, 2025 (unaudited) Year Complete Fiscal Year 2024 I Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % 001 - General Fund 44,408,216 45,560,565 103% 46,924,590 45,243,497 96% 47,884,629 102% 030 - Juvenile 1,014,168 1,042,664 103% 926,504 550,673 59% 952,194 103% 160/170 - TRT 12,751,790 12,485,782 98% 12,168,000 10,372,286 85% 12,452,298 102% 200 - ARPA 14,458,597 4,060,299 28% 8,644,978 5,537,822 64% 10,559,967 122% 220 - Justice Court 525,540 529,969 101% 506,200 379,202 75% 506,900 100% 255 - Sheriffs Office 58,558,288 60,325,051 103% 64,030,262 61,084,046 95% 63,323,685 99% 274 - Health Services 60,343,687 61,045,659 101% 68,788,080 52,135,557 76% 65,301,965 95% 295 - CDD 10,460,840 8,523,648 81% [ 9,401,238 6,932,584 74% 9,325,602 99% 325 - Road 26,673,711 27,151,594 102% ' 27,479,906 21,033,072 77% 27,708,539 101% 355 - Adult P&P 5,535,606 5,818,189 105% 6,323,657 5,318,764 84% 6,570,552 104% 465 - Road CIP 2,179,426 2,951,833 135% 1,357,339 1,322,287 97% 1,451,715 107% 610 - Solid Waste 15,995,411 17,733,226 111% 19,769,001 14,814,573 75% 19,773,101 100% 615 - Fair & Expo 2,343,500 2,843,093 121% 3,206,000 1,914,102 60% 2,736,200 85% 616 - Annual County Fair 2,324,117 2,460,606 106% ': 2,350,667 2,638,968 112% 1 2,652,521 113% 617 - Fair & Expo Capital 64,800 225,047 347% 88,000 193,144 219% 1 224,612 255% 618 - RV Park 530,800 534,892 101% 489,000 357,390 73% 509,178 104% 619 - RV Park Reserve 34,300 45,518 133% 45,000 44,180 98% 58,200 129% 670 - Risk Management 3,714,303 3,841,634 103% 3,398,791 2,763,584 81% 3,609,477 106% 675 - Health Benefits 30,654,045 31,873,028 104% 42,854,789 30,300,565 71% 43,361,039 101% 705 - 911 14,034,323 14,405,107 103% 14,733,900 13,425,459 91% 14,829,346 101% 999 - Other 81,793,214 71,303,509 87% 66,998,812 38,258,404 57% 72,109,821 108% TOTALRESOURCES IRCES 3887398,682 374,760,913 96% 400,484,714 314,620,157 79% ? 405,901,541 101% T ES CpG 2� Budget to Actuals - Countywide Summary All Departments 75.0% FY2.5 YTD March 31, 2025 (unaudited) Year Complete Flsca.l Year 2024 I Fiscal Year 2025 REQUIREMENTS Budget Actuals % Budget Actuals % Projection % 001 - General Fund 25,420,807 23,850,628 94% 33,071,291 19,978,931 60% ': 28,510,879 86% 030 - Juvenile 8,481,279 7,884,757 93% 9,381,846 6,013,275 64% 1 8,426,182 90% 1601170-TRT 6,902,223 6,827,243 99% 5,736,054 4,969,598 87% 5,806,793 101% 200 -ARPA 9,837,656 3,762,562 38% 4,321,775 761,306 18% 835,861 19% 220 -Justice Court 828,370 816,713 99% 819,797 612,077 75% 823,071 100% 255 - Sheriffs Office 65,641,097 59,140,333 90% 66,610,275 44,138,745 66% i 62,850,769 94% 274 - Health Services 72,307,648 67,056,125 93% '•. 84,057,460 53,782,875 64% ': 75,964,345 90% 295 - CDD 10,269,561 8,898,411 87% 9,991,245 6,853,416 69% 9,489,043 95% 325 - Road 17,124,761 15,805,727 92% 19,549,812 11,987,811 61% i 18,439,208 94% 355 - Adult P&P 7,576,032 7,028,249 93% 8,371,685 5,360,088 64% 7,374,673 88% 465 - Road CIP 24,142,169 23,124,456 96% 16,323,504 3,576,799 22% 10,826,539 66% 610 - Solid Waste 14,404,534 13,823,996 96% 17,321,744 9,392,519 54% 15,870,223 92% 615 - Fair & Expo 3,734,327 3,867,176 104% 4,838,162 2,706,062 56% 3,923,956 81% 616 - Annual County Fair 2,582,856 2,438,099 94% 2,671,901 2,504,020 94% 2,668,646 100% 617 - Fair & Expo Capital 1,090,000 465,928 43% 1,260,000 141,159 11% 1,260,000 100% 618 - RV Park 617,131 517,201 84% 726,864 435,944 60% 664,910 91% 619 - RV Park Reserve 174,000 45,252 26% 170,000 0% 170,000 100% 670 - Risk Management 4,744,447 4,502,990 95% 5,599,742 3,554,979 63% 5,116,564 91% 675 - Health Benefits 35,687,213 34,121,294 96% 38,819,094 22,770,557 59% 38,819,094 100% 705 - 911 15,113,760 13,427,592 89% 17,254,619 10,929,781 63% 16,636,154 96% [ 999 - Other 93,331,824 64,265,927 69% 104,386,845 41,619,875 40% 99,366,979 95% TOTAL REQUIREMENTS 420,011,695 361,670,659 86% 451,283,715 252,089,817 56% 413,843,889 92% Budget to Actuais - Countywide Summary All Departments 75.0% FY25 YTD March 31, 2025 (unaudited) Year Complete Fiscal Year 2024 ( Fiscal Year 2025 TRANSFERS Budget Artuals % Budget Actuals % Projection % 001 - General Fund (20,963,314) (20,201,737) 96% (14,682,525) (3,433,360) 23% (13,438,837) 92% 030 - Juvenile 6,678,013 6,678,013 100% 8,068,153 6,051,115 75% 8,068,153 100% 160/170-TRT (8,575,254) (7,022,091) 82% (8,431,946) (5,948,709) 71% (8,466,380) 100% 200 - ARPA (5,022,145) (400,000) 8% (4,622,145) (4,415,944) 96% (9,038,089) 196% 220 - Justice Court 364,688 286,744 79% ': 380,521 285,391 75% i 380,521 100% 255 -Sheriff's Office 3,377,587 3,380,929 100% 3,399,187 2,654,590 78% 3,399,187 100% 274 -Health Services 8,026,456 5,947,879 74% 10,671,364 (397,133) -4% 8,676,082 81% 295 - CDD 466,530 (195,589) -42% 909,332 308,119 34% 454,888 50% 325 - Road (12,700,000) (12,700,000) 100% (10,720,695) (6,405,029) 60% ': (10,720,695) 100% 355 - Adult P&P 510,950 525,950 103% 626,964 470,223 75% 626,964 100% 465 - Road CIP 12,5005000 12,500,000 100% 10,631,333 4,315,667 41% 95086,662 85% 610 -Solid Waste (1,703,962) (2,613,962) 153% (4,564,141) (2,285,606) 50% (4,564,141) 100% 615 -Fair &Expo 875,681 1,008,090 115% 1,179,123 884,342 75% 1 1,203,227 102% 616 - Annual County Fair (34,503) (34,503) 100% (121,900) (91,425) 75% (121,900) 100% 617 - Fair & Expo Capital 824,187 662,984 80% 592,396 481,797 81% 1 1 602,726 102% 618 - RV Park 1285436 128,436 100% 57,858 43,394 75% 57,858 100% 619 - RV Park Reserve 51,564 51,564 100% ? 1225142 91,607 75% 122,142 100% 670 - Risk Management (503,459) (493,787) 98% i (4,500) (3,375) 75% (4,500) 100% 705 - 911 - 999-Other 15,698,545 12,491,080 80% 6,509,479 7,394,338 71% 13,676,132 132% TOTAL TRANSFERS (0) 0 0 (0) 0% =\\\)TES CUi , Budget to Actuals - Countywide Summary All Departments FY25 YfD March 31, 2025 (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 618 - RV Park 619 - RV Park Reserve 670 - Risk Management 675 - Health Benefits 705 - 911 999 -Other 75.0% Year Complete Fiscal Year 2624 Fiscai Year 2025 Budget Actuals % Budget Actuals Projection % 11,850,095 15,492,530 131% 14,663,304 37,323,735 21,427,442 146% 710,902 1,364,608 192% 977,419 1,953,121 1,958,773 200% 1,801,675 3,163,809 176% 1,163,809 2,617,788 1,342,934 115% 298,942 999% 659,512 984,958 999% 61,858 (0) 0% 66,924 52,516 64,350 96% 7,295,992 15,566,861 213% 16,386,036 35,166,752 19,438,964 119% 7,480,011 12,456,527 167% 7,858,511 10,412,075 10,470,230 133% 1,975,730 752,366 38% 1,071,691 1,139,654 1,045,113 98% 2,370,201 5,997,546 253% 3,206,945 8,637,779 4,546,182 142% 1470,524 2,326,824 158% 905,760 2,755,723 2,149,667 237% i 9,549,637 2,303,300 32,617 228,205 2,391,825 135,220 1,284,317 6,466,397 1,074,575 12,122,906 104,968,103 15,675,284 164% 11,340,452 17,736,438 15,387,122 136% 4,038,781 175% 1,921,897 7,175,229 3,378,178 176% 531,770 999% 78,731 624,152 547,241 695% 509,451 223% 66,317 552,974 371,426 560% [ 3,179,332 133% 2,599,728 3,713,114 2,746,670 106% 312,766 231% 132,760 277,605 214,892 162% 1,521,389 118% ! 1,518,531 1,657,176 1,531,731 101% 8,168,164 126% 5,962,713 7,373,394 6,656,577 112% 3,859,732 359% `: 7,895,427 11,389,740 8,401,677 106% 14,371,465 119% 11,850,746 16,867,143 12,564,657 106% 128,248,177 122% 101,227,972 132,159,079 106,862,878 106% TOTAL FUND BALANCE 175,574,090 237,836,324 135% 190,895,673 300,244,699 222,091,662 116% C-0' Budget to Actuals Report General Fund - Fund 001 FY25 YT'D March 31, 2025 (unaudited) 75.0% Year Complete Fiscal Year 2024 risc..al'tew 2025 d� RESOURCES Budget Actuals %%% Budget Actuals % Projection % $ Variance PVAB 10,200 10,800 106% 11,000 5,998 55% 11,000 100% Property Taxes - Current 37,400,000 38,160,244 102 % 39,604,000 38,617,099 98 % 39,392,000 99 % (212,000) A Property Taxes - Prior 318,000 422,862 133% 1 328,000 373,788 114% 377,024 115% 49,024i Other General Revenues 3,480,844 3,846,799 111 % 3,778,175 3,449,185 91 % 4,155,707 110 % 377,532 Assessor 775,350 815,379 105% 849,000 461,749 54% 849,000 100% Clerk 1,259,595 1,269,890 101% 1 1,426,160 1,011,447 71 % 1,426,160 100% District Attorney 552,048 470,285 85% 427,077 586,908 137% [ 587,894 138% 160,817 Tax Office 136,000 147,228 108% 146,200 88,955 61% [ 146,200 100% Veterans 261,179 194,448 74% 284,978 102,874 36% 284,978 100% B Property Management 215,000 215,000 100% 70,000 53,775 77 % 70,000 100 Non -Departmental 7,630 491,719 584,666 584,666 C TOTALRESOURCES 44,,108,216 45,560,565 103% 46,924,590 45,243,497 96% `: 47,884,629 102% 960,039 REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance PVAB 97,522 79,788 82% 93,993 68,757 73% i 95,274 101% (1,281)F Assessor 6,189,597 5,587,737 90% 6,709,361 4,277,006 64% 5,873,536 88% 835,825 D Clerk 2,351,515 2,087,269 89% 2,719,443 1,814,749 67% 2,584,415 95% 135,028 E District Attorney 11,636,672 11,237,086 97 % 13,369,290 8,999,969 67% 12,809,911 96% 559,379 G Medical Examiner 461,224 391,213 85% 466,854 237,806 51 % 466,854 100% Tax Office 940,770 871,901 93% 1,041,642 777,864 75% [ 1,053,400 101% (11,758) H Veterans 934,283 872,565 93% 1,093,340 697,270 64% 1,026,177 94% 67,163 1 Property Management 539,558 510,327 95% 584,094 417,348 71 % 591,211 101% (7,117) J Non -Departmental 2,269,666 2,212,743 97% 6,993,274 2,688,162 38% 4,010,101 57% 2,983,173 TOTAL REQUIREMENTS 25,420,807 23,850,628 94% 33,071,291 19,978,931 60% 28,510,879 86% 4,560,412 TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In 103,790 103,790 100% 5,121,854 5,446,843 106% 5,510,943 108% 1 389,089E K Transfers Out (21,067,104) (20,305,527) 96% (19,804,379) (8,880,203) 45% (18,949,780) 96% 854,599E L TOTAL TRANSFERS (20,963,314) (20,201,737) 96% (14,682,525) (3,433,360) 23% (13,438,837) 92% 1,243,688 FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 13,826,000 13,984,330 101% 15,492,530 15,492,530 100% 15,492,530 100% (0)E Resources over Requirements 18,987,409 21,709,937 13,853,299 25,264,565 19,373,750 5,520,451 Net Transfers - In (Out) (20,963,314) (20,201,737) (14,682,525) (3,433,360) (13,438,837) 1,243,688' TOTAL FUND BALANCE $ 11,850,095 $ 15,492,530 131 % : $ 14,663,304 $ 37,323,735 255% $ 21,427,442 146% $6,764,138iM A Current year taxes received primarily in November, February and May; actual FY24-25 TAV is 4.64 % over FY23.24 vs. 5.2% budgeted. B Oregon Dept. of Veteran's Affairs grant reimbursed quarterly. C Projection reflects unbudgeted Opioid Settlement Payments. D Projected Personnel savings based on FY24/FY25 average vacancy rate of 14.8 % E Projected Personnel savings based on FY24/FY25 average vacancy rate of 8 % F Projected Personnel based on overage to date G Projected Personnel savings based on FY24/FY25 average vacancy rate of 3.7 % H Projected Personnel based on overage to date I Projected Personnel savings based on FY24/FY25 average vacancy rate of 5% j Projected Personnel based on overage to date K $3,512,733 transferred from the ARPA fund for revenue replacement recategorization. L Reduction in transfer out to Health Services of $304,599 related to no longer needing local match; transferring $500K less to the Capital Reserve Fund and retaining these funds in the General Fund as emergency reserves per County's financial policies. M Out of the total ending fund balance, $1,205,530 are restricted Opioid Settlement Funds, $2.060,230 are recategorized ARPA funds (of which $1,340,608 is unallocated) and $500K is Emergency Reserves. VIES C0 Budget to Actuals Report G2< Juvenile - Fund 030 75.0% FY25 YTD March 31, 2025 (unaudited) Year Complete Fiscal Year 2024 Fiscal Year 2025 -771 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance OYA Basic & Diversion ODE Juvenile Crime Prev Leases Inmate/Prisoner Housing DOC Unif Crime Fee/HB2712 Interest on Investments Expungements OJD Court Fac/Sec SB 1065 Food Subsidy Miscellaneous Contract Payments Gen Fund -Crime Prevention TOTAL RESOURCES REQUIREMENTS 476,611 451,260 95% E 477,421 242,567 51% 477,421 100% 106,829 94,748 89% ? 112,772 46,635 41% 112,772 100% 90,228 93,840 104% E 97,500 73,195 75% 97,500 100% E 75,000 105,120 140% E 65,000 81,000 125% 85,000 131% E 20,000 A 52,000 53,359 103% E 52,000 - 0% 35,000 67% E (17,000)( B 37,500 54,078 144% E 49,000 61,240 125% E E 79,900 163% 30,900 40,000 53,599 134% i 40,000 25,047 63% i 40,000 100% 15,000 11,384 76% 12,000 11,205 93% 12,000 100% 10,000 12,812 128% 10,000 5,790 58% 5,790 58% '• (4,210) C 16,500 19,289 117% 6,811 3,993 59% E 6,811 100% 5,000 3,675 74% ? 4,000 0% ? - 0% i (4,000)? D 89,500 89,500 100% ' 1,014,168 1,042,664 103% i 926,504 550,673 59% i 952,194 103% E 25,6901 Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 6,852,966 6,402,707 93% ': 7,517,894 4,807,405 64% 6,655,696 89% 862,198E E Materials and Services 1,599,048 1,452,785 91% 1,863,952 1,205,870 65% 1,770,486 95% E 93,466E F Capital Outlay 29,265 29,265 100% TOTAL REQUIREMENTS 8,481,279 7,884,757 93% 9,381,846 6,013,275 64% 8,426,182 90% E 955,664 TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In- General Funds 6,798,630 6,798,630 100% 8,143,712 6,107,784 75% E 8,143,712 100% Transfers Out (45,000) (45,000) 100% - Transfers Out-Veh Reserve (75,617) (75,617) 100% (75,559) (56,669) 75% (75,559) 100% M > TOTAL TRANSFERS 6,678,013 6,678,013 100% i 8,068,153 6,051,115 75% i 8,068,153 100% E FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 1,500,000 1,528,688 102% ': 1,364,608 1,364,608 100% 1,364,608 100% 0 Resources over Requirements (7,467,111) (6,842,093) (8,455,342) (5,462,602) (7,473,988) 981,354: Net Transfers - In (Out) 6,678,013 6,678,013 8,068,153 6,051,115 8,068,153 TOTAL FUND BALANCE $ 710,902 $ 1,364,608 192% $ 977,419 $ 1,953,121 200% E $ 1,958,773 200% $981,354? A Higher utlization of our facility by other Counties. g DOC reporting lower collection rate than originally anticipated. c No longer part of school lunch program. Adminstrative burden outweighted revenue received. D No longer offering Adult Work Crew so unable to take on contracted work crew projects. E Projected Personnel savings based on FY24/FY25 average vacancy rate of 8.8% F Materials and services projections based on current spending trends. `�uTES CpG Budget to ACtuai; Report 2< TRT - Fund 160/170 FY25 YTD March 31, 2025 (unaudited) 75.0% Year Complete Fisc,zi �' aar 2024 Fiscal Year 2025 RESOURCES Budget Actuals ° /° Budget g Actuals % Projection j % $Variance Room Taxes 12,630,000 12,372,463 98% `• 12,100,000 10,291,696 85% 12,342,000 102% 242,000? A Interest on Investments 121,790 112,678 93% 68,000 80,181 118% 109,798 167% ': 41,798 Miscellaneous 641 - 409 500 500 TOTAL RESOURCES 12,751,790 12,485,782 98% i 12,168,000 10,372,286 85% 12,452,298 102% 284,298? REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance COVA 3,378,641 3,307,981 98% ': 3,236,105 2,601,577 80% '• 3,301,914 102% (65,809)i B Grants & Contributions 3,000,000 3,000,000 100% 2,000,000 2,000,000 100% 2,000,000 100% C Administrative 262,395 260,555 99% 265,588 188,063 71% 278,268 105% (12,680) Interfund Charges 213,587 213,587 100% 186,611 139,958 75% 186,611 100% Software 47,600 45,120 95% 47,750 40,000 84% 40,000 84% 7,750 TOTAL REQUIREMENTS 6,902,223 6,827,243 99% 5,736,054 4,969,598 87% 5,806,793 101% (70,739) TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfer Out - RV Park (20,000) (20,000) 100% (20,000) (15,000) 75% ': (20,000) 100% Transfer Out - Annual Fair (75,000) (75,000) 100% (75,000) (56,250) 75% E (75,000) 100% Transfer Out - CDD - (100,000) (75,000) 75% (100,000) 100% Transfer Out - Health (368,417) (368,417) 100% (276,572) (207,429) 75% (276,572) 100% Transfer Out -Justice Court (364,688) (286,744) 79% (380,521) (285,391) 75% (380,521) 100% Transfer Out - F&E Reserve (462,119) (453,481) 98% (442,396) (331,797) 75% ? (452,726) 102% ? (10,330); D Transfer Out - General County (723,720) (723,720) 100% (921,670) (691,252) 75% (921,670) 100% Reserve Transfer Out - F&E (1,009,023) (988,867) 98% (963,000) (722,250) 75% ' (987,104) 103% (24,104)': Transfer Out - Courthouse Debt (1,900,500) (454,075) 24% E (1,501,000) (750,500) 50% (1,501,000) 100% Service Transfer Out - Sheriff (3,651,787) (3,651,787) 100% (3,751,787) (2,813,840) 75% (3,751,787) 100% TOTAL TRANSFERS (8,575,254) (7,022,091) 82% (8,431,946) (5,948,709) 71% (8,466,380) 100% (34,434) FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 4,527,362 4,527,362 100% 3,163,809 3,163,809 100% E 3,163,809 100% 0; Resources over Requirements 5,849,567 5,658,538 6,431,946 5,402,688 6,645,505 213,559. Net Transfers - In (Out) (8,575,254) (7,022,091) (8,431,946) (5,948,709) (8,466,380) (34,434) TOTAL FUND BALANCE 225% E $179,125'E $ 1,342,934 115% $ 1,801,675 $ 3,163,809 176% $ 1,163,809 $ 2,617,788 A Room tax revenue up 1.1 % from FY24, up 3.4% compared to FY25 budget B Payments to COVA based on a percent of TRT collections C Includes contributions of $2M to Sunriver Service District D The balance of the 1 % F&E TRT is transferred to F&E reserves E Remaining funds will be reserved in the TRT fund to cover one year's worth of debt service of $1.5 million. TES C0G Budget to Actuals Report 2< ARPA - Fund 200 75,0% FY25 YTD March 31, 2025 (unaudited) Year Complete Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Local Assistance & Tribal 4,622,145 - 0% 4,622,145 0% 4,622,145 100% Consistency State & Local Coronavirus Fiscal 9,516,992 3,762,562 40% ': 3,888,833 5,354,430 138% 5,754,430 148% 1 1,865,597 Recovery Funds Interest on Investments 319,460 297,738 93% 134,000 183,392 137% 183,392 137% 49,392 TOTAL RESOURCES 14,458,597 4,060,299 28% 8,644,978 5,537,822 64% 10,559,967 122% 1,914,989 REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Services to Disproportionately 6,538,263 2,172,887 33% 1,956,342 671,392 34% 727,947 37% 1,228,395i Impacted Communities Administrative 1,719,694 142,552 8% 1,010,306 46,860 5% 46,860 5% 963,446 Infrastructure 766,410 896,225 117% 916,000 (169,678) -19% (151,678) -17% '. 1,067,678j Public Health 560,926 400,898 71% i 415,127 212,732 51% 212,732 51% 202,395': Negative Economic Impacts 252,363 150,000 59% 24,000 0% - 0% 24,000 TOTAL REQUIREMENTS 9,837,656 3,762,562 38% 4,321,775 761,306 18% 835,861 19% 3,485,914 TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers Out - Capital Reserve (5,022,145) (400,000) 8% - - Fund Transfers Out -Campus (703,033) (134,162) 19% (4,756,307) 677% (4,053,274) A improvement Transfers Out -General Fund (3,919,112) (4,281,782) 109% (4,281,782) 109% (362,670) B TOTAL TRANSFERS (5,022,145) (400,000) 8% (4,622,145) (4,415,944) 96% (9,038,089) 196% (4,415,944) FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 401,204 401,204 100% 298,942 298,942 100% ` 298,942 100% (0)': Resources over Requirements 4,620,941 297,738 4,323,203 4,776,515 9,724,106 5,400,903 Net Transfers - In (Out) (5,022,145) (400,000) (4,622,145) (4,415,944) (9,038,089) (4,415,944) TOTAL FUND BALANCE $984,958 $ 984,958 999% $ 298,942 999% $ 659,512 999% A $134,162 in interest earned on LACTF funds transferred to the Courthouse. LACTF funds will be transferred to the Courthouse project in FY25. B $3,512,733 recategorized as revenue replacement and transferred to the General Fund along with $348,171 in interest earnings. $420,878 transferred to the DA for their ARPA approved project. o`��TES�oG�< Budget to Actuals Report Justice Court - Fund 220 FY25 YTD March 31, 2025 (unaudited) 75.0% Year Complete Fiscal Year 2024 1 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Court Fines & Fees 525,000 528,051 101% 504,200 377,572 75% 504,200 100% Interest on Investments 1 540 1,917 355% 2,000 1,631 82% a 1 2,700 135% 700 TOTAL RESOURCES 525,540 529,969 101% ; 506,200 379,202 75% ; 506,900 100% ; 700: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 652,767 644,229 99% 622,013 449,907 72% a / 625,287 101% _ (3,274): Materials and Services 1 175,603 172,484 98% 197,784 162,170 82% 197,784 100% ! A TOTAL REQUIREMENTS 828,370 816,713 99% ; 819,797 612,077 75% ; 823,071 100% ; (3,274); TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In - TRT 364,688 286,744 79% 380,521 285,391 75% 380,521 100% TOTAL TRANSFERS 364,688 286,744 79% ; 380,521 285,391 75% ; 380,521 100% ; Resources over Requirements ' (302,830) (286,744) (3139597) (232,875) (316,171) a (2,574): Net Transfers - In (Out) 364,688 286,744 I 380,521 285,391 I B 380,521 1 1 TOTAL ':! $ 61,858 - 0% ; $ 66,924 $ 52,516 78% $ 64,350 96% ; ($2,574); A One time yearly software maintenance fee paid in July for entire fiscal year. TES (-0& Budget to Actuals Report '< Sheriff's Office - Fund 255 FY25 YTD March 31, 2025 (unaudited) 75.0% Year Complete r-Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance LED #1 Property Tax Current 38,006,062 38,088,346 100% ' 40,066,974 38,509,985 96% 39,711,000 99% (355,974) A LED #2 Property Tax Current 15,189,654 15,221,876 100% •. 15,958,353 15,391,940 96% 15,847,000 99% (111,353) B Sheriff's Office Revenues 4,583,572 5,873,866 128% i 7,034,935 5,954,006 85% 6,378,835 91% (656,100) C LED #1 Interest 264,000 515,925 195% 400,000 541,367 135% ` 658,700 165% 258,700': LED #1 Property Tax Prior 330,000 333,126 101 % 300,000 338,018 113°% 338,018 113% 38,018! LED #2 Interest 65,000 149,987 231% 150,000 210,198 140% ! 251,600 168% ' 101,600'; LED #2 Property Tax Prior 120,000 141,925 118% 120,000 138,532 115% 138,532 115% 18,532 TOTAL RESOURCES 58,558,288 60,325,051 103% 64,030,262 61,084,046 95% 63,323,685 99% ! (706,577) REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Digital Forensics 1,221,145 1,286,784 105% ': 1,419,216 1,079,764 76% 1,469,216 104% (50,000) Rickard Ranch 334,232 309,436 93% 610,205 280,918 46% 435,205 71% 175,000 D Concealed Handgun Licenses 624,277 447,501 72% 592,803 341,223 58% 517,803 87% 75,000: D Sheriffs Services 5,771,949 5,296,307 92% 5,230,244 4,109,805 79% 5,480,244 105% (250,000)! Civil/Special Units 1,019,021 1,066,063 105%' 1,281,834 918,590 72% 1,271,834 99%10,000! D Automotive/Communications 4,574,918 4,050,982 89% 4,152,483 2,637,049 64% 4,022,483 97% 130,000 D Detective 4,773,538 4,175,876 87% 4,710,801 2,954,086 63% 4,135,801 88% 1 575,000 D Patrol 16,270,641 14,471,496 89% ': 15,307,105 10,601,351 69% 14,887,105 97% ': 420,000i D Records 855,590 705,173 82% 875,606 549,392 63% ! 775,606 89% 100,000 D Adult Jail 23,784,474 20,951,689 88% 25,112,557 16,425,293 65% 23,468,051 93°% 1,644,506 D Court Security 600,590 570,292 95°% 649,844 378,200 58% 599,844 92°% 50,000 D Emergency Services 808,931 668,053 83% 888,223 558,945 63% ! 858,223 97% 30,000' D Special Services 2,779,458 2,926,535 105% 3,055,000 2,024,618 66% 2,755,000 90% 300,000 D Training 1,537,498 1,205,912 78% 1,765,299 831,811 47% 1,365,299 77% ! 400,000! D Other Law Enforcement 634,835 908,232 143% ; 959,055 447,699 47% 809,055 84% 150,000: D Non - Departmental 50,000 100,000 200% (0) TOTAL REQUIREMENTS 65,641,097 59,140,333 90% ! 66,610,275 44,138,745 66% ! 62,850,769 94% ! 3,759,506! TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfer In - TRT 3,651,787 3,651,787 100°% ' 3,751,787 2,813,840 75% 3,751,787 100% Transfers Out (6,500) (6,500) 100% (94,100) (30,000) 32% (94,100) 100°% Transfers Out - Debt Service (267,700) (264,358) 99% (258,500) (129,250) 50% (258,500) 100% TOTAL TRANSFERS 3,377,587 3,380,929 100% ! 3,399,187 2,654,590 78% 3,399,187 100% ! FUND BALANCE Budget Actuals % Budget Actuals °% Projection % $ Variance Beginning Fund Balance 11,001,214 11,001,214 100% 15,566,862 15,566,861 100% 15,566,861 100% (1): Resources over Requirements (7,082,809) 1,184,718 (2,580,013) 16,945,300 472,916 ! 3,052,929 Net Transfers - In (Out) 3,377,587 3,380,929 3,399,187 2,654,590 3,399,187 TOTAL FUND BALANCE $ 19,438,964 119% j $3,052,928! $ 7,295,992 $ 15,566,861 213% $ 16,386,036 $ 35,166,752 215°% A Current year taxes received primarily in November, February and May; actual FY24-25 TAV is 4.64% over FY23-24 vs. 5.2% budgeted. B Current year taxes received primarily in November, February and May; actual FY24-25 TAV is 4.64% over FY23-24 vs. 5.2°% budgeted. C Some additional revenue for the Jail and Special Service; reduction of Marijuana Grant revenue that will not be used until FY26. D Combination of projected personnel savings and reduced spending in M&S/Capital ES �•�G Budget to Actuals Report 2< Health Services o Fund 274 FY25 YTD March 31, 2025 (unaudited) RESOURCES State Grant OHP Capitation State Miscellaneous OHP Fee for Service Local Grants Environmental Health Fees State - Medicaid/Medicare Other Federal Grants Patient Fees Medicaid Vital Records Interest on Investments State - Medicare Liquor Revenue Interfund Contract -Gen Fund State Shared- Family Planning TOTAL RESOURCES 75.0% Year Complete Fiscal Year 20,24 Fiscal Year 202E Budget Actuals % Budget Actuals % Projection % $ Variance 23,757,820 20,712,977 87% 28,230,604 20,335,600 72% 22,455,030 80% (5,775,574): 16,494,114 17,439,562 106% 17,529,405 12,662,118 72% 17,002,060 97% (527,345) 5,793,079 5,029,687 87% i 7,330,050 7,246,814 99% 9,643,921 132% 2,313,871 i 4,947,581 5,809,490 117% 4,788,744 4,233,413 88% 5,612,876 117% 824,132i 1,567,894 2,035,060 130% 2,763,131 1,519,130 55% 2,775,185 100% ' 12,054: 1,478,906 1,483,715 100% 1,637,892 1,552,531 95% i 1,667,510 102% 29,618: 1,034,491 1,149,710 111% ' 1,587,117 802,630 51% 1,040,970 66% i (546,147); 1,061,371 2,326,567 219% 1,293,235 802,732 62% ! 773,209 60% (520,026): 1,440,560 1,321,402 92% 987,369 254,682 26% i 380,381 39% (606,988): 1,087,790 890,377 82% 761,626 565,968 74% 752,948 99% (8,678): 431,000 1,201,524 279% ' 627,276 819,139 131% i 1,340,611 214% ? 713,335 315,000 336,256 107% 318,000 254,877 80% i 333,190 105% i 15,190i 262,007 737,122 281% 317,000 570,721 180% E I 772,100 244% ! 455,100 209,500 300,513 143% 195,057 295,176 151% i `: 376,260 193% 181,203i 177,574 188,547 106% 127,000 - 0% 158,000 83,152 53% 177,574 169,000 75,000 95,634 54% 177,574 100% 95,250 29,140 60,343,687 61,045,659 101% y 68,788,080 52,135,557 56% 169,000 100% 39% i 29,140 39% (45,860): 76% i 65,301,965 95% : (3,486,115): REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Administration Allocation 4,984 0 0% Personnel Services 52,118,863 51,416,037 99% 58,826,382 40,772,047 69% 56,160,357 95°% i 2,666,025: Materials and Services 19,836,301 15,061,997 76% 23,299,078 12,938,043 56% 19,125,804 82% 4,173,275' Capital Outlay 347,500 578,091 166% 1,932,000 72,785 4% 678,184 35% 1,253,816 TOTAL REQUIREMENTS 72,307,648 67,056,125 93% 84,057,460 53,782,875 64% 75,964,345 90% i 8,093,116i TRANSFERS Transfers In- General Fund Transfers In-OHP Mental Health Transfers In- Acute Care Service Transfers In -TRT Transfers In -Video Lottery Transfers In- Sheriffs Office Transfers Out TOTAL TRANSFERS FUND BALANCE Beginning Fund Balance Resources over Requirements Net Transfers - In (Out) TOTAL FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance 6,780,140 6,050,314 89% 7,218,715 0% 6,914,116 96% (304,599): 2,210,573 407,071 18% : 4,266,163 0% 2,203,068 52% (2,063,095)' 626,000 625,142 100% ': 625,142 100% (858) 368,417 368,417 100% i 276,572 207,429 75% : 276,572 100% 250,000 250,000 100% : 250,000 100% 30,000 30,000 100% i i 30,000 100% i (1,332,674) (877,923) 66% ! (1,996,086) (1,509,704) 76% i (1,622,816) 81% i 373,270': 8,026,456 5,947,879 74% 10,671,364 (397,133) 4% i 8,676,082 81% (1,995,282) Budget Actuals % Budget Actuals 11,417,516 12,519,113 110% i 12,456,527 12,456,527 100% (11,963,961) (6,010,466) (15,269,380) (1,647,319) 8,026,456 5,947,879 10,671,364 (397,133) $ 7,480,011 $ 12,456,527 167% $ 7,858,511 $ 10,412,075 132% i Projection % $ Variance 12,456,527 100% 0: (10,662,380) 4,607,001:: 8,676,082 [ (1,995,282) $ 10,470,230 133% $2,611,719: ES -,Budget to Actuals Report 0 2< Health Services - Admin -Fund 274 FY25 YTD March 31, 2025 (unaudited) 75.0% Year Complete Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection $ Variance Other 9,000 167,850 999% 511,588 483,282 94% 246,321 48% (265,267) A OHP Capitation 435,349 435,349 100% ; 474,674 344,772 73% 457,240 96% (17,434) Interest on Investments 262,007 737,122 281% 317,000 570,721 180% 772,100 244% 455,100 State Grant 160,000 148,958 93% 132,289 87,751 66% 131,689 100% (600) A TOTAL RESOURCES 866,356 1,489,279 172% 1,435,551 1,486,527 104% E 1,607,350 112% 171,799 REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 6,769,513 6,539,032 97% 7,890,669 5,490,063 70% 7,629,114 97% 261,555E B Materials and Services 7,671,421 7,578,213 99% ? 8,977,091 6,459,979 72% ? 8,842,184 98% ! 134,907 Capital Outlay 43,750 87,587 200% Administration Allocation (12,633,378) (12,633,396) 100% (15,251,333) (7,612,502) 50% (15,251,333) 100% TOTAL REQUIREMENTS 1,851,306 1,571,436 85% 1,616,427 4,337,541 268% 1,219,965 75% E 396,462 TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In- OHP Mental Health 81,250 81,250 100% - - Transfers Out (300,174) (315,174) 105% (377,446) (264,335) 70% E (377,446) 100% TOTAL TRANSFERS (218,924) (233,924) 107% (377,446) (264,335) 70% i (377,446) 100% i FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 3,665,544 3,786,843 103% 3,470,762 3,470,762 100% 3,470,762 100% 0 Resources over Requirements (984,950) (82,157) (180,876) (2,851,014) 387,386 568,261 Net Transfers - In (Out) (218,924) (233,924) (377,446) (264,335) (377,446) TOTAL FUND BALANCE $ 2,461,670 $ 3,480,702 120% E $568,261 i $ 3,470,762 141% E $ 2,912,441 $ 355,414 12% A Projection includes adjustment for anticipated unearned revenue. Amounts will be finalized at fiscal year-end. B Personnel projections assume 3% vacancy. 31E5 Budget to Actuals Report Health Services - Behavioral Health - Fund 274 tO FY25 YTD March 31, 2025 (unaudited) 75.0% Year Complete Fiscal Year 20.24 Fiscal Year 2.G25 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance State Grant 17,967,689 14,679,278 82% 21,305,001 15,668,072 74% 15,020,088 71% (6,284,913):: A OHP Capitation 16,058,765 16,886,706 105% 16,694,731 12,088,688 72% 16,192,318 97% i (502,413): B State Miscellaneous 4,924,368 4,427,643 90% 6,861,414 6,929,869 101% 8,580,725 125% 1,719,311: C OHP Fee for Service 4,927,331 5,777,316 117% 4,764,259 4,207,394 88% 5,575,992 117% 811,733: Local Grants 1,348,943 1,395,962 103% i 2,427,949 1,077,660 44% 2,198,297 91% D (229,652): Federal Grants 1,285,560 1,186,400 92% i 824,623 197,998 24% 197,998 24% (626,625): E Medicaid 431,000 1,201,524 279% 627,276 819,139 131% 1,340,611 214% 713,335: F Patient Fees 448,500 679,928 152% 575,975 470,037 82% 628,166 109% f 52,191:; State - Medicare 209,500 300,513 143% 195,057 295,176 151% 376,260 193% 181,203:: G Liquor Revenue 177,574 188,547 106% 177,574 95,634 54% 177,574 100% Interfund Contract -Gen Fund 127,000 0% 127,000 95,250 75% 127,000 100% Other 631,245 688,382 109% 6,241 24,510 393% 24,615 394% 18,374: TOTAL RESOURCES 48,537,475 47,412,198 98% 54,587,100 41,969,427 77% 50,439,644 92% (4,147,456): REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Administration Allocation 9,546,200 9,546,201 100% 11,474,916 5,697,964 50% 11,474,916 100% Personnel Services 33,370,785 32,911,255 99% 37,998,825 26,110,743 69% 36,112,528 95% 1,886,2971 H Materials and Services 9,740,566 5,397,546 55% 11,393,406 5,441,797 48% 7,564,212 66% 3,829,194; 1 Capital Outlay 160,250 234,772 147% 1,932,000 72,785 4% 678,184 35% 1,253,816: J TOTAL REQUIREMENTS 52,817,801 48,089,773 91% i 62,799,147 37,323,289 59% i 55,829,840 89% 6,969,307: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In- OHP Mental Health 1,809,358 5,856 0% 3,962,859 0% 1,899,764 48% (2,063,095):: Transfers In- General Fund 2,231,439 1,501,613 67% 2,088,273 0% 1,783,674 85% (304,599): K Transfers In- Acute Care Service 626,000 625,142 100% 625,142 100% (858): Transfers In- Sheriff's Office 30,000 30,000 100% 30,000 100% Transfers Out (481,000) (562,749) 117% (445,000) (80,309) 18% (80,309) 18% i 364,691: TOTAL TRANSFERS 3,559,797 944,720 27% 6,262,132 574,833 9% 4,258,271 68% (2,003,861). FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 3,989,589 4,679,830 117% 4,946,976 100% 0, 4,946,976 4,946,976 100% Resources over Requirements (4,280,326) (677,575) (8,212,047) 4,646,138 (5,390,196) 2,821,851: Net Transfers - In (Out) 3,559,797 944,720 6,262,132 574,833 4,258,271 (2,003,861): TOTAL FUND BALANCE $3,269,060 $4,946,976 151% i $2,997,062 $ 10,167,947 339% $ 3,815,051 127% $817,990: A Projections include $2M budgeted that is now in State Miscellaneous and adjustments for anticipated unearned revenue, including $3M for Behavioral Health housing. Amounts will be finalized at fiscal year-end. B OHP enrollment tracking lower than budgeted. C $2M originally budgeted to be received in State Grant line for Secure Residential Treatment Facility. D Projection includes adjustment for anticipated unearned revenue. Amounts will be finalized at fiscal year-end. E Budget assumes approval of a one-year No Cost Extension for SAMHSA System of Care Grant that was denied. Projections remove award and related County General Fund match. F Includes revenue for retroactive rate increase for Open Card members. G Medicare tracking higher than budgeted. H Personnel projections assume 6% vacancy. Includes continuation of paid internship program, which began in January 2024 and was not originally budgeted. I $3.6M budgeted for BH Housing in Grants. Of that, approximately $900K projected for expenditure in FY25 purchasing under "capital outlay" for the purchase of a building to expand adult foster home capacity in the county. A decision on this item will be brought to the Commissioners during a future Executive Session. j Original budget included tenant improvement costs for expansion at a new site in La Pine, which will not occur in FY25. Projected expenses primarily related to purchase and renovation of an Adult Foster Home with HB 5202 funds. K Reduction in County General Fund related to no longer needing local match contribution of SAMHSA System of Care Grant, which ended August 2024. Budget to Actuals Report Health Services - Public Health - Fund 274 FY25 YTD March 31, 2025 (unaudited) RESOURCES State Grant Environmental Health Fees State - Medicaid/Medicare Other State Miscellaneous OHP Capitation Local Grants Vital Records Patient Fees Federal Grants State Shared- Family Planning Interfund Contract- Gen Fund OHP Fee for Service TOTAL RESOURCES 75.0% Year Complete Fiscal Year 2024 Fise.al Year 2025 Budget Actuals % Budget Actuals % Projection % $ Variance 5,630,131 5,884,742 105% 6,793,314 4,579,777 67 % 7,303,253 108% ' 509,939 A 1,478,906 1,483,715 100% 1,637,892 1,552,531 95% 1,667,510 102% 29,618; B 1,034,491 1,149,710 111% 1 1,587,117 802,630 51 % 1,040,970 66% i (546,147) C 421,126 1,470,335 349% 775,406 294,940 38% 502,273 65% (273,133)• D 868,711 602,044 69 % 468,636 316,945 68% 1,063,196 227 % 594,560 E 117,506 360,000 228,658 64% 352,502 98% (7,498) 218,951 639,098 292% : 335,182 441,470 132% 576,888 172% : 241,706 F 315,000 336,256 107% 318,000 254,877 80% 333,190 105% 15,190 639,290 210,450 33 % 1 185,651 95,930 52 % 124,782 67 % (60,869): 155,000 135,003 87% i 162,746 56,685 35 % 182,383 112% 19,637 158,000 $3,152 53% 75,000 29,140 39% ! 29,140 39% (45,860) G 42,000 0% 42,000 100% 20,250 32,173 159% 24,485 26,018 106% 36,884 151 % 12,399 10,939,856 12,144,182 111% : 12,765,429 8,679,602 68% 13,254,971 104% 489,542: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Administration Allocation 3,092,162 3,087,195 100% 3,776,417 1,914,537 51 % 3,776,417 100% Personnel Services 11,978,565 11,965,751 100% 12,936,888 9,171,241 71% 12,418,715 96% 518,173! H Materials and Services 2,424,314 2,086,239 86% 2,928,582 1,036,267 35% 2,719,408 93% 209,174 Capital Outlay 143,500 255,731 178% TOTAL REQUIREMENTS 17,638,541 17,394,916 99 % 19,641,887 12,122,046 62% 18,914,540 96% [ 727,347 TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In -General Fund 4,548,701 4,548,701 100% 5,130,442 0% 5,130,442 100% Transfers In- OHP Mental Health 319,965 319,965 100% 303,304 0% 303,304 100 Transfers In - TRT 368,417 368,417 100% 276,572 207,429 75% 276,572 100 Transfers In - Video Lottery 250,000 250,000 100% 250,000 100% Transfers Out (551,500) 0% (1,173,640) (1,165,061) 99 % (1,165,061) 99 % 8,579 I TOTAL TRANSFERS 4,685,583 5,237,083 112% 4,786,678 (707,632) .15% 4,795,257 100% 8,579: FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 3,762,383 4,052,440 108% ; 4,038,789 4,038,789 100% 4,038,789 100% ; 0 Resources over Requirements (6,698,685) (5,250,734) (6,876,458) (3,442,444) (5,659,569) 1,216,889 Net Transfers -In (Out) 4,685,583 5,237,083 4,786,678 (707,632) 4,795,257 8,579; TOTAL FUND BALANCE $ 1,749,281 $ 4,038,789 231% $ 1,949,009 ($ 111,286) -6% $ 3,174,477 163% $1,225,468: A Awarded OHA Strategic Prevention Framework funding and additional Tobacco Prevention funding. Budget adjustment forthcoming ($92K for FY25) B In September, Board approved an additional 8% fee increase effective October 1, 2024. C Projections less than budget due to Reproductive Health Clinic closures as of October 1, 2024 and MAC funding originally budgeted in Medicaid, but actuals coming through as State Miscellaneous. D Projection less than budget due to Opioid Settlement payments being directly received within Fund 001 as of July (392K originally budgeted) and state funding for Family Connects Oregon coming through state grant (additional 238K). E Medicaid Administrative Claim (MAC) was originally budgeted in Medicaid, but actuals coming through as State Miscellaneous. F Public Health received 2023 Quality Incentive Metric funds. G Projections less than budget due to Reproductive Health Clinic closures as of October 1, 2024. H Personnel projection assumes an average of 2 % vacancy. I Opioid Settlement Funds transferring from Health Services to Fund 001 ES �-�G Budget to Actue�s Report 2< Community Development - Fund 295 75.0% FY25 YTD March 31, 2025 (unaudited) Year Complete Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Admin - Operations 157,300 148,681 95% i 144,238 104,210 72% i 139,460 97% 1 (4,778); Code Compliance 1,124,181 840,865 75% s 1,003,933 770,182 77% 1,038,433 103% 34,500; Building Safety 3,991,388 3,372,838 85% 3,414,568 2,368,902 69% 3,243,168 95% (171,400): B Electrical 902,175 796,598 88% 918,502 635,047 69% 866,502 94% (52,000): B Onsite Wastewater 923,880 909,862 98% 1,028,065 700,385 68% 917,657 89% (110,408) B Current Planning 2,304,562 1,708,739 74% 1,916,960 1,539,545 80% 2,030,860 106% 113,900: A Long Range Planning 1,057,354 746,065 71% 974,972 814,313 84% 1,089,522 112% 114,550 A TOTAL RESOURCES 10,460,840 8,523,648 81% ! 9,401,238 6,932,584 74% 9,325,602 99% (75,636) REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Admin- Operations 3,241,288 2,955,422 91% ': 3,552,093 2,521,117 71% 3,449,251 97% 102,842C Code Compliance 743,931 655,434 88% 801,574 533,903 67% 753,776 94% 47,798 C Building Safety 2,088,542 1,863,677 89% 2,133,076 1,406,504 66% 1,945,834 91% 187,242 C Electrical 583,718 560,356 96% 612,818 445,931 73% 621,030 101% (8,212): Onsite Wastewater 865,670 732,454 85% 724,202 482,205 67% 686,998 95% 37,204: C Current Planning 1,857,735 1,416,212 76% 1,410,470 901,743 64% 1,248,640 89% 161,830: C Long Range Planning 888,677 714,855 80% 757,012 562,012 74% 783,514 104% (26,502) C TOTAL REQUIREMENTS 10,269,561 8,898,411 87% f 9,991,245 6,853,416 69% 9,489,043 95% 502,202 TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In -CDD Building 622,630 522,174 84% 567,736 91% (54,894): D Reserve Transfers In - CDD Electrical 86,721 50,027 58% 222,200 196,140 88% ': 234,152 105% 11,952': D Reserve Transfers In - CDD Operating Fund 510,105 47,445 9% 131,502 - 0% 0% (131,502) Transfers In - TRT - 100,000 75,000 75% 100,000 100% Transfers in - General Fund 100,000 48,181 48% 1 100,000 11,805 12% 50,000 50% ': (50,000)': Transfers Out (107,544) (107,544) 100% : - - Transfers Out - CDD Reserve (122,752) (233,698) 190% (267,000) (497,000) 186% : (497,000) 186% (230,000) E TOTAL TRANSFERS 466,530 (195,589) -42% i 909,332 308,119 34% i 454,888 50% E (454,444): FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 1,317,921 1,322,717 100% 752,366 752,366 100% 753,666 100% '. 1,300 Resources over Requirements 191,279 (374,763) (590,007) 79,169 (163,441) 426,566: Net Transfers - In (Out) 466,530 (195,589) 909,332 308,119 454,888 (454,444)': TOTAL FUND BALANCE i $ 1,045,113 98% ($26,578) $ 1,975,730 $ 752,366 38% $ 1,071,691 $ 1,139,654 106% A YTD revenue collection is higher than anticipated. B YTD revenue collection is lower than anticipated due to reduced building valuations and permitting volumes. C Net increases/decreases are the result of increased HBF costs, 2 new FTE, unfilled positions, FMLA savings and standard M&S adjustments. D Transfer from reserves for one new FTE and contribution to contingency requirement. E Transfer to reserves reduced general divisions contingency requirement. `�uTES C-0G Budget to Actuals Report oy -< Road - Fund 325 FY25 YTD March 31, 2025 (unaudited) 75.0% Year Complete Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Motor Vehicle Revenue 20,648,483 21,099,991 102% E 21,484,773 16,772,258 78% 21,484,773 100% Federal - PILT Payment 2,240,000 2,394,054 107% 2,741,447 2,401,480 88% 2,401,480 88% (339,967)? Other Inter -fund Services 1,450,015 1,574,821 109% 1,368,191 689,324 50% 1,548,806 113% 180,615E Cities-Bend/Red/Sis/La Pine 763,171 961,664 126% 988,063 314,942 32% E 737,293 75% (250,770) Sale of Equip & Material 614,500 370,308 60% ': 486,300 260,194 54% ': 725,000 149% 238,700f Interest on Investments 138,031 195,226 141% 158,000 228,920 145% 303,000 192% 145,000 Federal Reimbursements 689,703 342,290 50% 137,000 0% 137,000 100% Miscellaneous 73,808 70,690 96% 61,132 64,304 105% 65,132 107% 4,000E Mineral Lease Royalties 50,000 131,078 262% 1 50,000 177,589 355% 177,589 355% 127,589E Assessment Payments (P&I) 6,000 11,471 191% 5,000 2,096 42% 6,500 130% E 1,500E IF Capital Projects - Revenue - - - 121,966 121,966 121,966 TOTAL RESOURCES 26,673,711 27,151,594 102% i 27,479,906 21,033,072 77% 27,708,539 101% E 228,633E REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 8,406,468 8,507,587 101% 9,556,843 6,625,949 69% E 9,245,943 97% 310,900E A Materials and Services 8,600,033 7,244,549 84% 9,992,969 5,361,861 54% E 9,193,266 92% 799,703E Capital Outlay 118,260 53,591 45% - - - TOTAL REQUIREMENTS 17,124,761 15,805,727 92% ' 19,549,812 11,987,811 61% E 18,439,208 94% 1,110,604 TRANSFERS Budget Actuals % Budget Actuals % j Fra ection ""/o $Variance Transfers Out (12,700,000) (12,700,000) 100% (10,720,695) (6,405,029) 60% (10,720,695) 100% TOTAL TRANSFERS (12,700,000) (12,700,000) 100% (10,720,695) (6,405,029) 60% E (10,720,695) 100% E FUND BALANCE Beginning Fund Balance Resources over Requirements Budget Actuals % Budget Actuals 5,521,251 7,351,679 133% 9,548,950 11,345,867 5,997,546 5,997,546 7,930,094 9,045,261 % Projection % $ Variance 100% i E 5,997,546 100% E (0)E 9,269,331 1,339,237 E Net Transfers - In (Out) (12,700,000) (12,700,000) (10,720,695) (6,405,029) (10,720,695) TOTAL FUND BALANCE $ 2,370,201 $ 5,997,546 253% $ 3,206,945 $ 8,637,779 269% E i $ 4,546,182 142% $1,339,237 A Projected Personnel savings based on FY24/FY25 average vacancy rate of 4.7%. uSES.. -,Budget to Actuals Report 2< Adult P&P - Fund 355 FY25 YID March 31, 2025 (unaudited) 75.0% Year Complete Fiscal Year 2024 Fiscal Year 2025 7771 RESOURCES Budget Actuals ° /° Budget Actuals ° /° Projection j % $Variance DOC Grant in Aid SB 1145 4,116,464 4,143,196 101% 4,693,331 3,538,352 75% '• 4,693,331 100% CJC Justice Reinvestment 943,172 1,103,019 117% 1,167,810 1,364,189 117% 1,364,189 117% 196,379E A DOC Measure 57 256,815 259,307 101% E 259,307 259,307 100% 259,307 100% Interest on Investments 75,230 87,583 116% 73,000 94,822 130% 126,500 173% 53,500 B Interfund- Sheriff 50,000 50,000 100% ': 60,000 45,000 75% 60,000 100% Other Inter -fund Services 50,000 0% 30,000 60% E (20,000) State Miscellaneous 22,607 116,078 513% 19,709 0% 19,709 100% i Miscellaneous 500 1,062 212% 500 4,463 893% 4,884 977% 4,384 C Oregon BOPPPS 20,318 7,686 38% - 12,632 12,632 12,632: D Gen Fund/Crime Prevention 50,000 50,000 100% - Electronic Monitoring Fee 500 258 52% ? - TOTAL RESOURCES 5,535,606 5,818,189 105% i 6,323,657 5,318,764 84% ? 6,570,552 104% 1 246,895:: REQUIREMENTS Budget Actuals % Budget Actuals % Projection $ Variance Personnel Services 5,757,511 5,239,314 91% ; 6,387,456 4,086,413 64% 5,541,673 87% 845,783; E Materials and Services 1,818,521 1,788,936 98% ': 1,984,229 1,273,676 64% 1,833,000 92% 151,229E F TOTAL REQUIREMENTS 7,576,032 7,028,249 93% E 8,371,685 5,360,088 64% E 7,374,673 88% 997,012E TRANSFERS Budget Actuals % Budget Actuals % Projection $ Variance Transfers In -General Funds 536,369 601,369 112% ; 703,369 527,527 75% 703,369 100% Transfers In- Health Services 50,000 - 0% E Transfer to Vehicle Maint (75,419) (75,419) 100% (76,405) (57,304) 75% E (76,405) 100% TOTAL TRANSFERS 510,950 525,950 103% 626,964 470,223 75% 626,964 100% E FUND BALANCE Budget Actuals % Budget Actuals % j ° Projection /° $Variance Beginning Fund Balance 3,000,000 3,010,934 100% 2,326,824 2,326,824 100% 2,326,824 100% 0 Resources over Requirements (2,040,426) (1,210,060) (2,048,028) (41,324) (804,121) 1,243,907E Net Transfers - In (Out) 510,950 525,950 626,964 470,223 626,964 TOTAL FUND BALANCE $ 1,470,524 $ 2,326,824 158% E $ 905,760 $ 2,755,723 304% $ 2,149,667 237% i $1,243,907E A Carry over from fiscal year 2024. B Mentor contract launched March 2025 (funds being moved to FY26 and FY27) C Reimbursement for hosting event for Oregon Association of Community Corrections Directors. D Additional funding provided by parole board for hearings conducted by County staff. E Projected Personnel savings based on FY24/FY25 average vacancy rate of 15.5% F Materials and services projections based on current spending trends. SES C0 Budget to Actuals Report Road CIP - Fund 465 FY25 YTD March 31, 2025 (unaudited) 75.0% Year Complete Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance State Miscellaneous 1,704,116 2,342,101 137% 881,339 890,115 101% ; ; 890,115 101% 8,776 Interest on Investments 475,310 580,958 122% 476,000 432,172 91% ? 561,600 118% ': 85,600•. Miscellaneous 28,774 TOTAL RESOURCES 2,179,426 2,951,833 135% i 1,357,339 1,322,287 97% i 1,451,715 107% 94,376i REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Materials and Services 132,770 132,770 100% 134,492 100,869 75% 134,492 100% Capital Outlay 24,009,399 22,991,686 96% 16,189,012 3,475,930 21% 10,692,047 66% S 5,496,965i TOTAL REQUIREMENTS 24,142,169 23,124,456 96% E 16,323,504 3,576,799 22% i 10,826,539 66% 5,496,965: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In 12,500,000 12,500,000 100% 1 10,631,333 4,315,667 41% 1 9,086,662 85% (1,544,671): TOTAL TRANSFERS 12,500,000 12,500,000 100% i 10,631,333 4,315,667 41% i 9,086,662 85% i (1,544,671): FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 19,012,380 23,347,907 123% ' 15,675,284 15,675,284 100% 15,675,284 100% (0) Resources over Requirements (21 962 743) (20,i72,623} (14,966,165) (2,254,512) (9,374,824) 5,591,341 i Net Transfers - In (Out) 12,500,000 12,500,000 10,631,333 4,315,667 9,086,662 ? (1,544,671) TOTAL FUND BALANCE $ 9,549,637 $ 15,675,284 164% i $ 11,340,452 $ 17,736,438 156% $ 15,387,122 136% E $4,046,670: �y`��1Es�oG2 Budget to Actuals Report Road CIP (Fund 465) - Capital Outlay Summary by Project 75.00% FY25 YTD March 31, 2025 Year Completed Fiscal Year 2024 Fiscal Year 2025 Budget Actuals % Budget Actuals % Projection % $ Variance Hunnel Rd: Loco Rd to Tumalo Rd 2,693,318 2,544,568 94 % 213,235 373,777 (373,777) Powell Butte Hwy/Butler MarketRB 1,950,000 1,551,099 80% 1,095,760 845,205 77% 853,208 78% 242,552[ Wilcox Ave Bridge #2171-03 Replacement 160,000 1,039 1% 135,000 84% 25,000 Paving Tumalo Rd/Deschutes Mkt Rd 520,000 471,376 91 % f 527,518 101 % (7,518) Hamehook Rd Bridge #16181 Rehabilitation 380,000 367,224 97% 1,930,500 571,438 30% [ 1,791,900 93% ; 138,600 NW Lower Bridge Way: 43rd St to Holmes Rd 159,140 105,726 66% 1,650,000 162,710 10% 300,000 18% 1,350,000 Northwest Way: NW Coyner Ave to NW Altmeter Wy - - 85,000 0% 50,000 59 % 35,000 Tumalo Reservoir Rd: OB Riley to Sisemore Rd 180,000 197,240 110 % 2,417,752 130,023 5 % i 418,600 17 % 1,999,152': Local Road Pavement Preservation - - - Paving Of Horse Butte Rd - - 630,000 0% ': - 0 % `: 630,000 Paving Of Obr Hwy: Tumalo To Helmho 2,600,000 2,303,234 2,520,000 291,406 12 % ': 291,406 12 % ': 2,228,594 La Pine Uic Stormwater Improvements 240,000 0% `: 240,000 100 % S Century Dr / Spring River Rd Roun 10,000 244 1,650,000 578,769 35 % l 1,200,000 73% 450,000: Burgess Rd/Day Rd Traffic Signal 50,000 0% - 0% 50,000 Powell Butte Hwy: McGrath Rd to US20 2,290,000 826 0% 2,900,000 127 % (610,000) Slurry Seal 2025 350,000 717 0% 490,000 140 % (140,000) Hamby Road School Zone Improvements - 75,442 80,000 (80,000)' ODOT ARTS Program - Driver Speed Feedback Signs 24,161 24,161 100 % 24,161 100 % I 0: Lazy River Dr Mailbox Improvements 150,000 108,477 72 % 108,477 72 % 41,523 Asphalt Leveling 2024 200,000 1,107 1 % 363,000 182 % i (163,000) Tumalo Rd 500,000 (500,000): FY 23 Guardrail Improvements - Signage improvements 125,839 0% 0 % 125,839 Sidewalk Ramp Improvements - 100,000 0% ' 45,000 45% 55,000 TOTAL CAPITAL OUTLAY $ 7,972,458 $ 7,069,335 89% $16,189,012 3,475,930 21% 10,692,047 66% $ 5,496,965 TES udrg(et to Actuals Report LAZV'i'� Solid Waste - Fund 610 75.0°i° FY25 YTD March 31, 2025 (unaudited) Year Complete Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Franchise Disposal Fees Commercial Disp. Fee Private Disposal Fees Special Waste Franchise 5% Fees Yard Debris Miscellaneous Interest on Investments Recyclables Leases Other Inter -fund Services TOTAL RESOURCES REQUIREMENTS Personnel Services Materials and Services Capital Outlay Debt Service TOTAL REQUIREMENTS TRANSFERS Transfers In - SW Capital & Equipment Reserve Transfers Out - SW Capital & Equipment Reserve TOTAL TRANSFERS 8,000,000 8,858,989 111% 9,940,000 7,625,711 77% 10,170,000 102% 230,000 A 3,310,000 3,984,563 120% 1 4,450,000 3,179,814 71% 4,195,000 94% (255,000) A 3,450,000 3,236,947 94% E 3,420,000 2,600,562 76% 3,625,000 106% E 205,000' A 30,000 103,947 346% E 645,000 125,870 20% 160,000 25% f (485,000)': B 565,000 646,761 114% `: 635,000 634,641 100% 750,000 118% `: 115,000`; C 400,000 456,528 114% ' 440,000 313,671 71% 450,000 102% ! 10,000 D 173,000 290,694 168% i 170,000 137,224 81% 175,000 103% 5,000i 60,410 147,126 244% 62,000 164,280 265% i 213,100 344% E 1511,1001 E 7,000 7,669 110% E 7,000 12,800 183% 15,000 214% 8,000 F 1 1 100% 1 - 0% 1 100% - 20,000 20,000 20,000 15,995,411 17,733,226 111% i 19,769,001 14,814,573 75% i 19,773,101 100% 4,100 Budget Actuals % Budget Actuals % Projection % $ Variance 4,108,983 3,967,708 97% 5,739,145 3,664,018 64% 5,274,668 92% 464,477 H 7,683,911 7,307,004 95% 8,994,999 4,902,416 55% 8,007,955 89% 987,044' I 309,000 246,763 80% E 282,000 73,394 26% 282,000 100% 2,302,640 2,302,520 100% E 2,305,600 752,691 33% E 2,305,600 100% 14,404,534 13,823,996 96% 17,321,744 9,392,519 54% 15,870,223 92% 1,451,521' Budget Actuals % Budaet Actuals 910,000 - 0% (2,613,962) (2,613,962) 100% 1 (4,564,141) (2,285,606) 50% (1,703,962) (2,613,962) 153% (4,564,141) (2,285,606) 50% Projection % $ Variance (4,564,141) 100% (4,564,141) 100% FUND BALANCE g , Budget Actuals % Budget g Actuals % Projection j $Variance Beginning Fund Balance 2,416,385 2,743,514 114% 4,038,781 4,038,781 100% 4,039,441 100% 660 Resources over Requirements 1,590,877 3,909,230 2,447,257 5,422,054 3,902,878 1,455,621 i Net Transfers - In(Out) (1,703,962) (2,613,962) (4,564,141) (2,285,606) (4,564,141) TOTAL FUND BALANCE $ 2,303,300 $ 4,038,781 175% i $ 1,921,897 $ 7,175,229 373% E $ 3,378,178 176% $1,456,281' A Total disposal fee projections reflect management's best estimate of revenues to be collected. Disposal tons are typically higher in the summer with reductions in winter; fiscal YTD tons are running 5.3% greater than last year-to-date with a customer mix varying from budget. B Special Waste revenue source is unpredictable and dependent on special clean-up projects of contaminated soil and asbestos; fiscal YTD is running less than budget for sweepings and overs. C Franchise annual fees due April 15, 2025; received monthly installments from Republic and the annual payment from Cascade Disposal. D Yard Debris revenue is seasonal with higher utilization in summer months; fiscal YTD volumes are running close to last year-to-date. E Investment Income projected to come in higher than budget. F Recyclables revenue is positively impacted by larger than anticipated scrap metal proceeds. G Other Inter -fund Services includes unbudgeted Risk reimbursement for Negus security. H Personnel savings based on FY25 YTD average vacancy rate of 10.1 % and multiple positions on leave. Factors recently filled 3 FTE Haz Waste positions and plan for limited duration leave coverage. I Project timing for the siting efforts and hazardous waste building remodel are projected to move M&S costs to next fiscal year. Postponed regulatory fee increases and temporary reduced fuel prices are slated to positively impact costs. V'(ES C- Budget to Actuals Report 2< Fair & Expo - Fund 615 FY25 YTD March 31, 2025 (ur:audited) 75.0% Year Complete Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Food & Beverage 991,000 1,565,820 158% ` 1,535,000 916,098 60% ' 1,335,000 87% '• (200,000) Events Revenue 1,050,000 979,919 93% 1,390,000 845,322 61% 1,152,000 83% (238,000)E Rights & Signage 105,000 106,016 101% 110,000 70,300 64% 93,000 85% (17,000) Horse Stall Rental 100,000 74,925 75% 's 67,500 30,000 44% 52,000 77% (15,500) A Storage 50,000 51,099 102% ' 45,000 0% 0% ': (45,000): Camping Fee 22,500 33,694 150% 37,500 15,180 40% 61,000 163% 23,500E Interest on Investments 22,000 24,619 112% 16,000 15,886 99% 20,200 126% 4,200E Miscellaneous 3,000 7,001 233% 5,000 21,314 426% 23,000 460% 18,000: TOTAL RESOURCES 2,343,500 2,843,093 121% 3,206,000 1,914,102 60% 2,736,200 85% (469,800) REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 1,478,441 1,499,682 101% 1,851,584 1,156,101 62% '• 1,519,098 82% 332,486: B Personnel Services - F&B 148,510 80,916 54% 187,439 28,244 15% ? 92,158 49% 95,281 E Materials and Services 1,492,986 1,334,327 89% 1,917,689 921,756 48% E 1,450,000 76% 467,689 Materials and Services - F&B 514,200 852,112 166% 781,750 549,443 70% 763,000 98% 18,750E Debt Service 100,190 100,139 100% 99,700 50,519 51% ': 99,700 100% TOTAL REQUIREMENTS 3,734,327 3,867,176 104% E 4,838,162 2,706,062 56% 3,923,956 81% 914,206E TRANSFERS Budget g Actuals % Budget g Actuals % Projection � $Variance Transfers In - Room Tax 1,009,023 988,867 98% ': 963,000 722,250 75% E 987,104 103% E 24,104. Transfers In - County Fair - 196,900 147,675 75% 196,900 100% Transfers In - Park Fund 30,000 30,000 100% E 30,000 22,500 75% 30,000 100% Transfers Out (163,342) (10,777) 7% (10,777) (8,083) 75% (10,777) 100% TOTAL TRANSFERS 875,681 1,008,090 115% E 1,179,123 884,342 75% 1,203,227 102% E 24,104E FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 547,763 547,764 100% 531,770 531,770 100% 531,770 100% ; 0 Resources over Requirements (1,390,827) (1,024,083) (1,632,162) (791,961) (1,187,756) 444,406. Net Transfers - In (Out) 875,681 1,008,090 1,179,123 884,342 1,203,227 24,104E TOTAL FUND BALANCE $ 32,617 $ 531,770 999% $ 78,731 $ 624,152 793% $ 547,241 695% $468,510 A Cascade Futurity's horse stall rental was billed $30,000 after the event based on usage (billed but not yet received). 8 Projected Personnel savings based on FY24/FY25 average vacancy rate of 26.27% TES C0G Budget to Actuals Report �< Annual County Fair m Fund 616 FY25 YTD March 31, 2025 (unaudited) RESOURCES Concessions and Catering Gate Receipts Carnival Commercial Exhibitors Fair Sponsorship State Grant Rodeo Sponsorship Interest on Investments R/V Camping/Horse Stall Rental 75.0% Year Complete Fiscal Year 2024 Fiscal Year 2025 Budget Actuals % Budget Actuals % Projection % $ Variance 790,000 834,968 106% 797,500 831,939 104% 832,576 104% 35,076' 775,000 1,046,188 135% ': 780,000 923,260 118% E 923,260 118% ': 143,260:` 430,000 245,809 57% i 430,000 468,142 109% E E 468,142 109% E 38,142E 118,200 114,091 97% i 115,000 137,741 120% i E 137,741 120% E 22,741 E 92,500 69,967 76% 99,000 118,860 120% 124,960 126% E 25,960E 53,167 53,167 100% 2 53,167 53,802 101% E 53,803 101% 636 30,000 35,452 118% i 30,000 44,810 149% 44,811 149% 14,811 E 13,500 25,831 191% 23,000 19,687 86% E 26,500 115% 3,500E 17,250 31,255 181% 18,500 35,982 194% 35,982 194% E 17,482' Merchandise Sales 2,500 1,899 76% 2,500 1,608 64% 1,608 64% (892) Livestock Entry Fees 2,000 1,940 97% ': 2,000 3,139 157% 3,139 157% 1,139E Miscellaneous - 39 TOTAL RESOURCES 2,324,117 2,460,606 106% ' 2,350,667 2,638,968 112% 2,652,521 113% 301,854E REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 226,531 189,056 83% ' 229,798 176,255 77% 240,589 105% (10,791)? A Materials and Services 2,356,325 2,249,042 95% ; 2,442,103 2,327,764 95% 2,428,057 99% ': 14,046 TOTAL REQUIREMENTS 2,582,856 2,438,099 94% 2,671,901 2,504,020 94% E 2,668,646 100% 3,255E TRANSFERS Budget Actuals % Budget Actuals % Projection / $Variance Transfer In - TRT 1% 75,000 75,000 100% 75,000 56,250 75% 75,000 100% Transfers Out (109,503) (109,503) 100% Transfer Out - Fair & Expo - (196,900) (147,675) 75% (196,900) 100% TOTAL TRANSFERS (34,503) (34,503) 100% (121,900) (91,425) 75% (121,900) 100% FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 521,447 521,447 100% E 509,451 509,451 100% ' 509,451 100% E (0)E Resources over Requirements (258,739) 22,507 (321,234) 134,949 (16,125) 305,109E Net Transfers - In (Out) (34,503) (34,503) (121,900) (91,425) (121,900) TOTAL FUND BALANCE $ 228,205 $ 509,451 223% $ 66,317 $ 552,974 834% i $ 371,426 560% E $305,109: A Projected Personnel based on overage to date ES C0G Budget to Anbl.tals Report Annual County w air m Fund 616 CY25 YTD March 31, 2025 (unaudited) Fair 2025 Fair 2024 Actuals to Date 2025 Projection RESOURCES, Gate Receipts $ 926,552 .,,3 $ - $ 950,000 Carnival 468,142tiza - 455,000 Commercial Exhibitors 463,575 - 454,500 Livestock Entry Fees 3,139 `t - 3,450 R/V Camping/Horse Stall Rental 35,788 - 30,000 Merchandise Sales 1,608 - 2,250 Concessions and Catering 506,742 MINA' - 507,500 Fair Sponsorship 147,752 10 (6,000) (6,000) TOTAL FAIR REVENUES $ 2,553,296 . $ (6,000) $ 2,396,700 OTHER RESOURCES 3..- State Grant 635 , 53,167 106,334 Interest 27,388 5,761 23,761 Miscellaneous TOTAL RESOURCES $ 2,581,319 $ 52,928 $ 2,526,795 REQUIREMENTS ;. Personnel 222,365 .,.Az.' 57,419 203,492 Materials & Services 2,524,960 11 , 6,897 2,326,219 TOTAL REQUIREMENTS $ 2,747,324 $ 64,316 $ 2,529,712 TRANSFERS ,i w Transfer In - TRT 1 % 75,000 12gt 18,750 75,000 Transfer Out - F&E Reserve (54,753 - - Transfer Out - Fair & Expo (98,450) (49,225) (49,225) TOTAL TRANSFERS $ (78,203)' y $ (30,475) $ 25,775 Net Fair $ (244,209) M $ (41,863) $ 22,858 Beginning Fund Balance on Jan 1 $ 1,020,140 $ 775,931 $ 775,931 i Ending Balance $ 775,931 .5 $ 734,068 $ 798,789 `\\01Es Budget to Actuals Report�< Fair & Exp® Capital Rewrote - Fund 617 FY25 YTD March 31, 2025 (unaudited) 75.0% Year Complete Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Interest on Investments 64,800 94,239 145% 88,000 99,032 113% 130,500 148% 42,500` Miscellaneous - 130,809 94,112 94,112 94,112; TOTAL RESOURCES 64,800 225,047 347% 88,000 193,144 219% 224,612 255% 1 136,612: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Materials and Services 343,555 274,247 80% 475,000 109,902 23% ': 475,000 100% Capital Outlay 746,445 191,682 26% 785,000 31,257 4% ? 785,000 100% ? : A TOTAL REQUIREMENTS 1,090,000 465,928 43% 1,260,000 141,159 11% 1,260,000 100% TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In -TRT 1% 462,119 453,481 98% ; 442,396 331,797 75% 452,726 102% 10,330: Transfers In - Fund 165 100,000 100,000 100% 150,000 150,000 100% 150,000 100% Transfers In - Fair & Expo 152,565 - 0% Transfers In -Annual County Fair E 109,503 109,503 100% TOTAL TRANSFERS 824,187 662,984 80% i 592,396 481,797 81% 602,726 102% 10,330 FUND BALANCE Beginning Fund Balance Budget Actuals % Budget Actuals % 2,592,838 2,757,229 106% 3,179,332 3,179,332 100% Projection % $ Variance 3,179,332 100% (0) Resources over Requirements (1,025,200) (240,881) (1,172,000) 51,986 (1,035,388) 136,612? Net Transfers - In (Out) 824,187 662,984 592,396 481,797 602,726 10,330? TOTAL FUND BALANCE $ 2,391,825 $ 3,179,332 133% $ 2,599,728 $ 3,713,114 143% i $ 2,746,670 106% i $146,942i A Capital Outlay appropriations are a placeholder should viable projects be recommended and approved for construction. `�uTES C-- Budget to Actuals Report RV Park - Fund 616 FY25 YTD March 31, 2025 (unaudited) 75.0% Year Complete Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection / $Variance RV Park Fees < 31 Days 500,000 479,680 96% E 450,000 306,293 68% 451,000 100% :` 1,000E RV Park Fees > 30 Days 12,500 21,682 173% E 15,000 12,278 82% E 12,278 82% E (2,722); Interest on Investments 2,300 8,447 367% 8,000 8,998 112% 12,200 153% 4,200E Cancellation Fees 7,000 13,820 197% 7,000 22,536 322% E 24,000 343% E 17,000E Washer /Dryer 5,000 5,575 112% 5,000 5,128 103% 6,000 120% 1,000E Miscellaneous 2,500 4,335 173% E 2,500 1,406 56% 2,500 100% .` Vending Machines 1,500 1,352 90% E 1,500 750 50% 1,200 80% E (300)' TOTAL RESOURCES 530,800 534,892 101% 489,000 357,390 73% i 509,178 104% 20,178? REQUIREMENTS Budget g Actuals % Budget g Actuals % Projection / $Variance Personnel Services 91,328 92,389 101% 159,210 111,714 70% E 156,310 98% 2,900E Materials and Services 303,173 202,217 67% 344,054 155,606 45% 285,000 83% 59,054 Debt Service 222,630 222,596 100% E 223,600 168,624 75% 223,600 100% TOTAL REQUIREMENTS 617,131 517,201 84% 726,864 435,944 60% 664,910 91% E 61,954E TRANSFERS Budget Actuals % Budget Actuals / Projection / $Variance Transfers In - Park Fund 160,000 160,000 100% 160,000 120,000 75% 160,000 100% Transfers In -TRT Fund 20,000 20,000 100% E 20,000 15,000 75% 20,000 100% Transfer Out - RV Reserve (51,564) (51,564) 100% (122,142) (91,607) 75% (122,142) 100% TOTAL TRANSFERS 128,436 128,436 100% 57,858 43,394 75% 57,858 100% E FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 93,115 166,640 179% 312,766 312,766 100% i 312,766 100% (0) Resources over Requirements (86,331) 17,690 (237,864) (78,554) (155,732) 82,132 Net Transfers - In (Out) 128,436 128,436 57,858 43,394 57,858 TOTAL FUND BALANCE $ 135,220 $ 312,766 231% S $ 132,760 $ 277,605 209% E E $ 214,892 162% $82,132 IES C-0 Budget to Actuals Report 2< RV Park Reserve - Feed 619 75.0% FY25 YTD March 31, 2025 (unaudited) Year Complete Fiz,cal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Interest on Investments 34,300 45,518 133% 45,000 44,180 98% s 58,200 129% 13,200E TOTAL RESOURCES 34,300 45,518 133% 45,000 44,180 98% E 58,200 129% E 13,200 REQUIREMENTS Budget g Actuals % Budget g Actuals % Projection � $Variance Materials and Services 100,000 37,958 38% ': 100,000 - 0% 100,000 100% Capital Outlay 74,000 7,294 10% 70,000 0% `•. 70,000 100% 1 A TOTAL REQUIREMENTS 174,000 45,252 26% 170,000 0% 170,000 100% TRANSFERS Budget Actuals % Budget Actuals / Projection / $Variance Transfer In - RV Park Ops 51,564 51,564 100% ' 122,142 91,607 75% i 122,142 100% TOTAL TRANSFERS 51,564 51,564 100% 122,142 91,607 75% 1 122,142 100% FUND BALANCE Budget Actuals % Budget Actuals / Projection / $Variance Beginning Fund Balance 1,372,453 1,469,559 107% 1,521,389 1,521,389 100% ; 1,521,389 100% `: 0 Resources over Requirements (139,700) 266 (125,000) 44,180 (111,800) 13,200 Net Transfers - In (Out) 51,564 51,564 122,142 91,607 122,142 TOTAL FUND BALANCE $13,200:: $ 1,284,317 $ 1,521,389 118% $ 1,518,531 $ 1,657,176 109% $ 1,531,731 101% E A Capital Outlay appropriations are a placeholder IES -,Budget to Actuals Report 2< Risk Management - Fund 670 75.0% FY25 YTD March 31, 2025 (unaudited) Year Complete Fiscal Year 2024 Fiscal Year 2025 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Workers' Compensation 1,111,585 1,158,078 104% 1,116,950 879,268 79% 1,116,950 100% General Liability 935,832 935,832 100% ; 943,414 707,561 75% '• 1,040,000 110% ': 96,586E A Property Damage 418,028 418,028 100% 419,983 314,987 75% 419,983 100% Unemployment 439,989 348,407 79% 362,214 338,414 93% E 362,214 100% B Interest on Investments 200,000 274,605 137% ': 254,000 211,957 83% E 281,300 111% E 27,300: Vehicle 226,710 226,710 100% 250,030 187,523 75% 250,030 100% Skid Car Training 10,000 45,839 458% 30,000 37,362 125% 39,000 130% 9,000E Claims Reimbursement 369,959 429,840 116% 20,000 - 0% 10,000 50% (10,000) Process Fee- Events/ Parades 2,000 1,595 80% '• 2,000 770 39% 2,000 100% Miscellaneous 200 2,700 999% 200 85,743 999% ; 88,000 999% ; 87,800: C TOTAL RESOURCES 3,714,303 3,841,634 103% 3,398,791 2,763,584 81% E 3,609,477 106% 210,686 REQUIREMENTS Budget g Actuals % Budget g Actuals °% Projection j $Variance Workers' Compensation 1,880,000 1,933,625 103% E 2,000,000 1,690,655 85% ; 2,150,000 108% ; (150,000)E General Liability 1,200,000 994,706 83% E 1,500,000 743,780 50% 1,100,000 73% 400,000E Insurance Administration 714,197 672,304 94% E 799,487 566,354 71% 806,564 101% (7,077) Vehicle 400,000 299,851 75% 700,000 160,998 23% 500,000 71% E 200,000E Property Damage 300,250 474,866 158% ' 400,255 328,587 82% ': 420,000 105% (19,745)'; Unemployment 250,000 127,637 51% 200,000 64,020 32% E 140,000 70% 60,000 Clerk 584 999% TOTAL REQUIREMENTS 4,744,447 4,502,990 95% E 5,599,742 3,554,979 63% 5,116,564 91% 483,178E TRANSFERS Budget Actuals / Budget Actuals / Projection % $Variance Transfers Out - IT (32,000) (22,328) 70% - - Transfers Out - IT Reserve (118,000) (118,000) 100% - - Transfers Out - Claims (349,959) (349,959) 100% - Reimbursement Transfers Out -Vehicle (3,500) (3,500) 100% E (4,500) (3,375) 75% E (4,500) 100% Replacement TOTAL TRANSFERS (503,459) (493,787) 98% (4,500) (3,375) 75% E (4,500) 100% FUND BALANCE Budget Actuals % g Budget Actuals % g Projection J $Variance Beginning Fund Balance 8,000,000 9,323,307 117% E 8,168,164 8,168,164 100% 8,168,164 100% (0)? Resources over Requirements (1,030,144) (661,356) (2,200,951) (791,395) (1,507,087) 693,864E Net Transfers - In (Out) (503,459) (493,787) (4,500) (3,375) (4,500) TOTAL FUND BALANCE $ 6,466,397 $ 8,168,164 126% E $ 5,962,713 $ 7,373,394 124% i E $ 6,656,577 112% $693,864i A Includes reimbursement from State for higher general liability insurance related to aid and assist. g Unemployment collected on first $25K of employee's salary in fiscal year. C Revenue from State of Oregon for additional layer of excess general liability insurance related to liability related to "aid and assist" population. ES C0" Budget to Actuals Report oy 2< Health Benefits - Fund 675 FY25 YTD March 31, 2025 (unaudited) RESOURCES Internal Premium Charges COIC Premiums Employee Co -Pay Retiree I COBRA Premiums Claims Reimbursement & Other Prescription Rebates Interest on Investments TOTAL RESOURCES REQUIREMENTS Health Benefits Deschutes On -Site Pharmacy Deschutes On -Site Clinic Wellness TOTAL REQUIREMENTS TOTAL 75.0% Year Complete Fiscal Year 2024 Fiscal Year 2025 Budget Actuals % Budget Actuals % Projection % $ Variance 25,899,034 26,288,364 102% 35,507,169 24,502,168 69% `• 35,507,169 100% -' A 1,963,363 2,228,565 114% i 3,091,915 2,045,369 66% I 3,091,915 100% A 1,247,416 1,406,479 113% i 1,556,257 1,175,581 76% 1,556,257 100% 1,019,288 1,041,989 102% i 1,061,802 649,898 61% E 1,061,802 100% E 124,944 317,060 254% 800,000 1,287,816 161% 1,306,250 163% i 506,250E B 280,000 382,550 137% E 626,446 438,094 70% E 626,446 100% E 120,000 208,021 173% i 211,200 201,639 95% E 211,200 100% E 30,654,045 31,873,028 104% E 42,854,789 30,300,565 71% E 43,361,039 101% i 506,2501 Budget Actuals % Budget Actuals % Projection % $ Variance 29,797,663 27,285,660 92% 32,172,026 19,117,613 59% 32,172,026 100% E C 4,287,997 5,355,286 125% 4,942,177 2,751,995 56% 4,942,177 100% - D 1,415,279 1,356,819 96% 1,600,661 874,073 55% 1,600,661 100% 186,274 123,528 66% 104,230 26,876 26% 104,230 100% E 35,687,213 34,121,294 96% 38,819,094 22,770,557 59% 38,819,094 100% FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 6,107,743 6,107,998 100% 3,859,732 3,859,732 100% 3,859,732 100% (0): Resources over Requirements (5,033,168) (2,248,266) 4,035,695 7,530,008 4,541,945 506,250 Net Transfers - In (Out) TOTAL FUND BALANCE $ 1,074,575 $ 3,859,732 359% $ 7,895,427 $ 11,389,740 144% $ 8,401,677 106% i $506,250EF A The original budget anticipated a 15% increase in Health Benefits Premiums for departments. However, due to higher -than -expected claims in FY24 and projected claim growth in FY25, an additional 15% increase was applied starting August 1, 2024. This resulted in a total increase of 30% compared to FY24. B Budget estimate is based on claims which are difficult to predict. C The revised budget and projection anticipates higher claims than what was originally budgeted. D The revised budget and projection reflects savings from the formulary change recommended by the EBAC. E The revised budget and projection reflects savings from removing the Wellness program as recommended by the EBAC. F Deschutes County Administrative Policy No. F-13 sets forth the appropriate level of reserves. The reserve is comprised of two parts: 1) Claims Reserve at 1.5 times the valuation amount, and 2) Contingency Reserve at 150% of the value of the Claims Reserve. The level of reserve is set at $8 million ($3.2 million claim reserve and $4.8 million contingency reserve requirements). The reserve requirement amount should be compared to the Total Fund Balance amount in this report. =��3 C-0 Budget to Actuals Report 5 2{ 911 -Fund 705 and 710 FY25 YTD March 31, 2025 (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 75.0% Year Complete Fiscal Year 2024 Fiscal Year 2025 Budget Actuals % Budget Actuals % Projection % $ Variance 10,932,000 11,024,163 101% 11,556,000 11,147,525 96% E 11,493,915 99% i (62,085)I A 1,827,530 1,950,780 107% 1,800,500 971,418 54% 1,800,500 100% i i B 312,321 462,829 148% E 426,000 443,539 104% E E 572,400 134% E 146,400; 244,435 255,485 105% i 255,000 210,910 83% i 255,000 100% i C 167,765 172,636 103% 179,300 168,676 94% i 179,300 100% 148,820 151,203 102% ? 148,600 145,216 98% 148,600 100% 145,852 107,080 73% 106,500 87,901 83% 106,500 100% 93,000 97,500 105% ': 93,000 85,448 92% i 93,000 100% D 90,000 108,215 120% i 90,000 101,131 112% i i 101,131 112% i 11,131 40,500 40,915 101% s 42,500 39,224 92% 42,500 100% 32,100 34,304 107% 36,500 24,472 67% 36,500 100% 14,034,323 14,405,107 103% 14,733,900 13,425,459 91% 14,829,346 101% i 95,446: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 9,032,045 8,712,047 96% 10,237,093 6,953,148 68% E 9,618,628 94% 618,465 Materials and Services 4,250,715 3,275,322 77% ': 4,267,026 2,687,802 63% ? 4,267,026 100% Capital Outlay 1,831,000 1,440,223 79% 2,750,500 1,288,831 47% 2,750,500 100% TOTAL REQUIREMENTS 15,113,760 13,427,592 89% 17,254,619 10,929,781 63% 16,636,154 96% i 618,465 TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In 1,950,000 0% 515,000 515,000 100% 515,000 100% Transfers Out (1,950,000) 0% (515,000) (515,000) 100% (515,000) 100% TOTAL TRANSFERS - FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 13,202,343 13,393,950 101% E 14,371,465 14,371,465 100% E 14,371,465 100% 1 0 Resources over Requirements (1,079,437) 977,515 (2,520,719) 2,495,678 (1,806,808) 713,911 E Net Transfers - In (Out) _ TOTAL FUND BALANCE $ 12,122,906 $ 14,371,465 119% E $ 11,850,746 $ 16,867,143 142% E $ 12,564,657 106% E $713,911 j A Current year taxes received primarily in November, February and May; actual FY24-25 TAV is 4.64% over FY23-24 vs. 5.2% budgeted. B Telephone tax payments are received quarterly C Invoices are mailed in the Spring D State GIS reimbursements are received quarterly �v7 E S CO C, G BOARD OF COMMISSIONERS MEETING DATE: April 21, 2025 SUBJECT: Preparation for Public Hearing: Temporary Hardship Dwelling Text Amendment RECOMMENDED MOTION: N/A BACKGROUND AND POLICY IMPLICATIONS: The Board of Commissioners will conduct a work session on April 21, 2025, in preparation for a public hearing on April 23, 2025. The subject of the public hearing is proposed text amendments relating to temporary hardship dwellings (file no. 247-25-000078-TA). BUDGET IMPACTS: None ATTENDANCE: Nicole Mardell, AICP, Senior Planner Will Groves, Planning Manager X\O ES COMMUNITY DEVELOPMENT MEMORANDUM TO: Deschutes County Board of Commissioners FROM: Nicole Mardell, AICP, Senior Planner DATE: April 16, 2025 SUBJECT: Preparation for Public Hearing: Temporary Hardship Dwelling Text Amendment The Deschutes Board of Commissioners (Board) will conduct a work session on April 21, 2025, in preparation for a public hearing to consider text amendments relating to temporary hardship dwellings (file no. 247-25-000078-TA). The public hearing is scheduled for April 23, 2025. Attached to this memorandum are the proposed text amendments and a staff report summarizing the changes. Within the proposed amendments, added language is shown underlined and deleted shown as strikethroug.14. All record materials can be found on the project website: https://bit.ly/25-78-TA. I. BACKGROUND This is a legislative text amendment to Deschutes County Code (DCC), Title 18, County Zoning. The primary purpose of the amendment is to conform local requirements with state law and provide consistency for the review of hardship dwellings across multiple county zones. Notable changes include: • Reorganized content for readability; Amended outdated references; • Clarified hardship dwelling can be used for the "aged" as well as the "infirmed"; • Clarified "existing building' use and definition for the purpose of the section; • Clarified hardship dwelling can be the only second dwelling on the property; • Amended renewal requirement from every one year to two years; • Listed the use in all permissible zones for readability. Since 1979, Deschutes County has allowed property owners to obtain a temporary use permit for a secondary dwelling on a property, with the intent the dwelling would be used for the care of a property owner or relative of the property owner with a medical condition. This would allow for the person with the medical condition to maintain independence and continue to live on a rural property while also receiving necessary medical attention. Recreational Vehicles (RVs), manufactured homes, or existing buildings (only in resource zones) are eligible to be used as hardship dwellings. Since the last major update to the requirements for hardship dwellings, the state has undergone rulemaking in farm and forest (resource) zones, providing more detailed guidance on the eligibility and requirements for establishing the use. OAR 660-004-0040(8)(f) provides limited guidance on hardship dwellings in rural residential exception areas, only noting that the dwelling type for such use is limited to Recreational Vehicle (RV)s and manufactured homes. To staff's understanding there is no other state guidance for regulation of temporary hardship dwellings in zones that allow for a single- family dwelling as a permitted use and are outside of farm, forest, and rural residential exception areas. The purpose of this proposal is to amend the code for greater consistency with state rules and statutes and to establish a consistent review process for hardship dwelling applications across all County zones in which the use is permitted. 111. OVERVIEW OF AMENDMENTS The amendment package will affect the following DCC sections: • Revision of section to comply with state requirements o 18.116.090: Temporary Hardship Dwelling requirements Removal of duplicative requirements found in 18,116,090 0 18.16: Exclusive Farm Use Zone 0 18.36: Forest Use 1 Zone o 18.40: Forest Use 2 Zone ® Minor amendment -listing temporary hardship dwelling under permitted uses o 18.32: Multiple -Use Agricultural Zone o 18.60: Rural Residential Zone 0 18.65.020, 021, 022: Rural Service Center Unincorporated Community Zones 0 18.66.020, 030, 040, 050: Terrebonne Rural Community Zones 0 18.67.020, 030, 040: Tumalo Rural Community Zones o 18.74.020: Rural Commercial Zone 0 18.108.030, 110: Sunriver Unincorporated Community Zones 0 18.110.020, 030: Resort Community Zone In approaching the amendments, staff has integrated state requirements where possible, for all zones in which a hardship dwelling is permitted, to ensure a consistent and clear process for applicants and county staff. The amendments in DCC 18,116.090 provide the same general requirements for temporary hardship dwellings whether they are in a resource zone or a non -resource zone that allows for a single-family dwelling. In addition, the farm Page 2 of 5 and forest zones maintain existing requirements for compliance with the farm impacts test and ineligibility for a repiacer-nent dwelling associated with a temporary hardship dwelling. III. POLICY CHOICES Deschutes County can provide local interpretation of requirements that are not expressly addressed in the OAR or Oregon Revised Statute (ORS). Staff has identified several policy choices for the Board to weigh in on: Use of Existing Building as a Temporary Hardship Dwelling Property owners can currently utilize an RV or manufactured home for a temporary hardship dwelling in all zones. In farm and forest zones, existing buildings (sheds, accessory structures, barns) are also permitted to be converted for use as a temporary hardship dwelling, per the OAR and ORS. The proposed text amendment package proposes to allow the use of existing buildings in the following zones: ® 18.65.020, 021, 022: Rural Service Center Unincorporated Community Zones • 18.66.020, 030, 040, 050: Terrebonne Rural Community Zones • 18.67.020, 030, 040: Tumalo Rural Community Zones 18.74.020: Rural Commercial Zone • 18.108.030, 110: Sunriver Unincorporated Community Zones 18.110.020, 030: Resort Community Zones During Planning Commission deliberations, staff discovered the restriction in OAR 660-004- 040 noted above and amended the original proposal to exclude the use of existing buildings as hardship dwellings in the RR-10 and MUA-10 zones. To staff's understanding, there are no state restrictions on the zones listed above. Existing Building Definition State regulations do not define "existing buildings" for temporary hardship dwellings. Currently, the code definition is a building "in existence on or before March 29, 2017". To provide additional flexibility, while still seeking to avoid a scenario in which a new building is constructed for temporary use, the proposed text amendments alter the definition to be a rolling eligibility date of two years from the date of final inspection of a building to the submittal date of the temporary use permit for a hardship dwelling. If the application is submitted prior to the two-year date, it does not constitute an "existing building." Modification of Existing Buildings The proposed text amendments would add a restriction on the modification of existing buildings to be used as temporary hardship dwellings. The intent of the requirement is to limit modifications to minor improvements in the existing building floor area (such as the installation of kitchen facilities) to ensure the use can be converted back to a nonresidential use if the temporary hardship dwelling is no longer needed. The limitation is drafted as follows: "Any modifications to the existing building for the hardship dwelling must be contained within the existing building floor area." Page 3 of 5 RV Component Requirements Code Enforcement has processed several cases involving non -operational RVs that are unfit for habitation. The text amendments preserve existing requirements related to the necessary components and siting of an RV and also clarify that an RV must have a sink and a toilet. Although more restrictive than state law, CDD staff are supportive of carrying forward these requirements to ensure RVs are safe for occupants when used as a temporary hardship dwelling. The proposed text amendments include the following component language: A recreational vehicle hardship dwelling must comply with all of the following requirements: 1. The recreational vehicle must have a sink and toilet; 2. The recreational vehicle must comply with all setbacks of the underlying zone(s); 3. The recreational vehicle must be fully licensed, 4. The recreational vehicle must be ready for highway use, on its wheels or jacking system, and must be attached to the site only by quick disconnect type utilities and security devices; 5. A recreational vehicle hardship dwelling located in a special flood hazard area must comply with DCC 18.96. 6. Permanently attached additions are prohibited. The Board is welcome to raise additional items for discussion if desired. IV. PLANNING PUBLIC HEARING AND RECOMMENDATION The Commission held a public hearing on March 13, 20251. Two agency comments were provided in advance of the hearing: • Redmond Fire and Rescue: recommended code provisions related to fire access roads be updated through a separate text amendment process. • County Senior Transportation Planner: noted the proposal complies with the Transportation Planning Rule and Oregon Statewide Planning Goal 12. One public comment was received prior to the hearing expressing general support. One member of the public provided verbal testimony at the public hearing, expressing general support for the original proposal to allow use of existing buildings in rural residential zones and sought additional information on the applicability of requirements for a site -specific proposal. Commissioners closed the oral portion of the public hearing and left the written record open until 4 p.m. on Wednesday, March 19, 2025. Planning Commissioner Altman submitted clerical edits to the proposed text into the record. Staff submitted LUBA Case No. 2021-053 in the record, which pertained to a temporary hardship dwelling application in Lane County. No additional public comments were received during the open record period. 1 https://www.deschutes.org/bc-pc/page/planning-commission-63 Page 4 of 5 The Planning Commission volLed 6-0 to recommend approval of the proposed text amendment package as drafted l>y siasf, with the amendment to exclude the use of existing buildings as a hardship dwelling type in the RR-10 and MUM 0 zones. V. NEXT STEPS A public hearing with the Board is scheduled for April 23, 2025. Attachments: • Proposed Amendments and Draft Findings Page 5 of 5 18.116.090 Temporary Hardship Dwelling A As used in this section, "hardship" means a medical hardship or hardship for the care of an aged or infirmed person or persons experienced by the existing resident or relative. B As used in this section, "relative" means a grandparent, ste - randparent, grandchild, grandchild, parent. parent. step-parent, child, step -child, brother, sister, sibling step-sibting, either blood or legal relationship, niece, nephew, uncle, aunt, or first cousin. C. , A temporary use permit for the term of the hardship for one of the following hardship dwelling types- may be granted on a lot or parcel in additiom toconjunction with an existing primary dwelling: 1. One manufactured home of any class;. 2-at-eOne recreational vehicle subject to the criteria under subsection (F); or 3, -The temporary residential use of an existing building subject to the following: a. -.An existing dig building is one that was constructed at least two years prior to the date of application for the_su_biect temporary residential use permit. For the purposes of this section, "constructed" means the Building Division approved the final inspection at least two years prior to the date of application for the subject temporary use permit Any modifications to the existing building for the hardship dwelling must be contained within the existing building -floor area. b This type of medical hardship dwelling is not permitted on properties within the Multiple Use Agricultural (MUA-10) or Rural Residential (RR-10) zones.may be granted when a medical condition exists. In the Exeitisive Farm Use and Forest Tones on1r, an existing building may be tised as a temporary dwelling. For the purposes (if this section, "existing" means the ia.ui:uie�n�r..:�.jar.�en�ai►:isaii�a�iitii:�itiiir.�:.ircvs.+:�� r�D The hardship dwelling must use the same onsite septic disposal system used by the existing primary dwelling, provided that the existing onsite septic system is adequate to accommodate the hardship dwelling. If the hardship dwelling will be connected to a community sewer system this requirement does not apply. condition must be either one of the property owners or a reiative of one of the property &E Prior to initiating the use, the property owner must obtain all necessary permits from the Deschutes County Building and Onsite Wastewater Divisions. F. A recreation vehicle hardship dwelling must comply with all of the following requirements: 1. The recreational vehicle must have a sink and toilet' 2 The recreational vehicle must comply with all setbacks of the underlying zone(sl; 3 The recreational vehicle must be fully licensed: 4. The recreational vehicle must be ready for highway use, on its wheels or jacking system, and must be attached to the site only by quick disconnect type utilities and securi� devices; 5 A recreational vehicle hardship dwelling located in a specialflood hazard area must comply with DCC 18.96; and 6. Permanent attached additions are prohibited. G. One temporary use per for a hardsh dwelling is permitted provided there is no guest housct lot or parcel A recreational vehicle permitted under DCC 18 116.095(C) is allowed in addition to a hardship dwellin . vvr EH The hardship shall be verified by a state -licensed medical practitioner's written statement. Dd. The temporary use permit shall be reviewed anntia lq ever two years to ensure ongoingfe'r compliance with the terms of DCC 18.116.090. J. Within three months of the end of the hardship, one of the folloWlnmust occur: 1. The manufactured dwellin fore shall be removed, demolished or converted to an allowed use in the underlying zone(s); 2. or-tThe recreational vehicle shall be vacated; and disconnected from any electric, water or septic sewer facility connection: or a-3. for which a permit has been issued not later than 90 days fo[Lowimg the date the medical condition requiring the temporary use perm- ceases to exist. In the Excitts've Farm Use and Forest zones tIt For an existing building used as a hardship dwellings, the building mush be converted to a permitted non- �-rtlat use in the underlying zone(sl. within 90 days foRawing the date the ------------ HISTORY Adopted by Ord. PL-15 on 11/1/1979 Amended by Ord. 89-004 §5 on 3/24/1989 Amended by Ord. 91-005 §45 on 31411991 Amended by Ord. 2008-022 §2 on 11/1012008 Amended by Ord. 2012-007§5 on 51212012 Amended by Ord. 2017-001 §1 on 212712017 Amended by Ord. 2023-001 §16 on 513012023 Amended by Ord. 2025-xxx 18.16.050 Standards For Dwellings In TheEFU Zones Dwellings listed in DCC 18.16.025 and 18.16.030 may be allowed under the conditions set forth below for each kind of dwelling, and all dwellings are subject to the landowner for the property upon which the dwelling is placed, signing and recording in the deed records for the County, a document binding the landowner, and the landowner's successors in interest, prohibiting them from pursuing a claim for relief or cause of action alleging injury from farming or forest practices for which no action or claim is allowed under ORS 30.936 or 30.937. H. Temporary hardship dwelling. A temporary hardship dwelling listed in DCC 18.16.030 is allowed tinder the following conditiesubject to DCC 18.116. 090, and the requirements of this chapter. -- - _ ....... ::. -- :: -Not: -- - =- _:V.IRW : - = :: - = _ - :.: - IAM MINN. . . ...... hwdship for the care of an aged or inform person or persons. -- --- - - -- - -- - - - ------ ----- -- - --- gran ::: ::brother, sibiing, step -sibling, niece, nephew, tincia, atint, or first cousin of the existing _: .- HISTORY Adopted by Ord. PL-15 on 111111979 Repealed & Reenacted by Ord. 91-020 §1 on 5/29/1991 Amended by Ord. 91-038 §§1 and 2 on 9/30/1991 Amended by Ord. 92-065 §3 on 1112511992 Amended by Ord. 94-026 §1 on 5/11/1994 Amended by Ord. 95-007§15 on 3/1/1995 Amended by Ord. 98-030 §1 on 511311998 Amended by Ord. 98-033 §1 on 121211998 Amended by Ord. 2004-001 §2 on 711412004 Amended by Ord. 2004-013 §2 on 912112004 Amended by Ord. 2004-020 §1 on 1011312004 Amended by Ord. 2008-001 §2 on 51612008 Amended by Ord. 2009-014 §1 on 612212009 Amended by Ord. 2012-007§2 on 51212012 Amended by Ord. 2014-010 §1 on 412812014 Amended by Ord. 201.8-006 §5 on 1112012018 Amended by Ord. 2021-013 §4 on 41512022 Amended by Ord. 2025-xxx � r ' 18.36.010 Purpose 18.36.020 Uses Permitted Outright 18.36.030 Conditional Uses Permitted 18.36.040 Limitations On Conditional Uses 18.36.050 Standards For Single -Family Dwellings 18.36 060 Siting Of DweUin s And Structures 18 36 070 Fire Siting Standards For Dwellings And Structures 18 36 080 Fire Safety Design Standards For Roads 18.36.085 Stocking Requirement 18.36.090 Dimensional Standards 18.36.100 Yards And Setbacks 18.36.110 Stream Setbacks 18.36 120 State Law Controls 18.36.130 Rim -rock Setbacks 18.36.140 Restrictive Covenants 18.36.030 Conditional Uses Permitted The following uses and their accessory uses may be allowed in the Forest Use Zone, subject to applicable provisions of the Comprehensive Plan, DCC 18.36.040 and other applicable sections of DCC Title 18. definedX. An existing building, or a mantifaetured dwellingin a temporary use for the term of a hardship stiffered by the existing resident or a relative as - ORS 215.283. For the - - --- 1 - --- - - - ------ u IV- - - -- '11- •• • • .- • with an existing dwelling. 1. A temporary dwelling for medical hardship is conditionally allowed subject to th-e lions inDCC 18.116.090 as weHts DCC 18.36.040 and 18.36.060 of this ehspter. � tised in this section, "hardship" means a medical hardship or hardt4* * - 70 i "I �171; "N' 4:2. A temporary re=3idence approved under this subsection is not eligible for replacement under OAR 660-006-025. HISTORY Adopted by Ord. PL-15 on 111111979 Amended by Ord. 86-018 §8 on 6/30/1986 Amended by Ord. 90-014 §28 on 711211990 Amended by Ord. 92-025 §2 on 411511991 Amended by Ord. 91-038 §1 on 9/30/1991 Amended by Ord. 92-068 §1 on 12/7/1992 Amended by Ord. 94-038 §1 on 101511994 Amended by Ord. 2000-033 §1 on 121612000 Amended by Ord. 2004-020 §6 on 10/1312004 Amended by Ord. 2007-020 §4 on 21612008 Amended by Ord. 2012-007§4 on 51212012 Amended by Ord. 2018-006 §7 on 1112012018 Amended by Ord. 2020-007§11 on 1012712020 Amended by Ord. 2025-xxx 18.40 010 Purpose 18.40.020 Uses Permitted Outri ht 18.40.030 Conditional Uses Permitted 18.40.040 Limitations On Conditional Uses 18.40.050 Standards For Side -Family Dwellings 18.40 060 &tin Of Dwellings And Structures 18.40.070 Fire Siting Standards For Dwellings And Structures 18.40.080 Fire Safety Design -Standards For Roads 18.40. 085 Stocking Requirement 18-40.090 -Dimensional.-Standards 18.40.100 Yards And Setbacks 18.40.110 Stream Setbacks 18. 00.120 State Law Controls 18.40.130 Rimrock Setback 18.40.03 -Conditional Uses Permitted The following uses and their accessory uses may be allowed in the Forest Use Zone, subject to applicable provisions of the Comprehensive Plan, DCC 18.40.040 and other applicable sections of DCC Title 18: building,A. An existing or a nianufaetured hojne in eonjtinetion:. ternporary ORS 215.283. For the purposes existenee on - - •• • A temporal hardship dwelling is conditionally allowed subject to the provisions in 18 116 090, as weH-as DCC 18 40 040 and 18.40.060 of this chapter. �� ------------------ 4.2. Atemporary residence approved under this subsection is not eligible for replacement under OAR 660-006-025. HISTORY Adopted by Ord. PL-15 on 11/1i 11979 Amended by Ord. 86-018 §8 on 6,13011986 Amended by Ord. 90-014 §28 on 711211990 Amended by Ord. 92-025 §2 on 411511991 Amended by Ord. 91-038 §1 on 9/30/1991 Amended by Ord. 92-068 §1 on 121711992 Amended by Ord. 94-038 §1 on 101511994 Amended by Ord. 2000-033 §1 on 121612000 Amended by Ord. 2004-020 §6 on 1011312004 Amended by Ord. 2007-020 §4 on 21612008 Amended by Ord. 2012-007§4 on 51212012 Amended by Ord. 2018-006 §7 on 1112012018 Amended by Ord. 2020-007§11 on 1012712020 Amended by Ord. 2025-xxx CHAPTER 18,60 RURAL_RESIDENTIA_IwZO VE,_RR-10 18.60.010 Purposes 18.60.020 Uses Permitted Outri ht 18.60.030 Conditional Uses Permitted 18.60.035 Destination Resorts 18.60.040 Yard And Setback Requirements 18.60.050 Stream Setback 18.60.060 Dimensional Standards 18.60.070 Limitations On Conditional Uses 18.60.080 Rimrock Setback 18.60.090 Ore on Water Wonderland Unit 2 Sewer District Limited Use Combining Zone 18.60.02p_Uses Permitted Outright The following uses and their accessory uses are permitted outright. A. A single-family dwelling, or a manufactured home subject to DCC 18.116.070. B. Utility facilities necessary to serve the area including energy facilities, water supply and treatment and sewage disposal and treatment. C. Community center, if shown and approved on the original plan or plat of the development. D. Agricultural use as defined in DCC Title 18. E. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards and criteria established by DCC 18.116.230. F. Class III road or street project. G. Noncommercial horse stables as defined in DCC Title 18, excluding horse events. H. Horse events, including associated structures, involving: 1. Fewer than 10 riders; 2. Ten to 25 riders, no more than two times per month on nonconsecutive days; or 3. More than 25 riders, no more than two times per year on nonconsecutive days. Incidental musical programs are not included in this definition. Overnight stays by participants, trainers or spectators in RVs on the premises is not an incident of such horse events. I. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. J. Type 1 Home Occupation, subject to DCC 18.116.280. K. Historic Home Accessory Dwelling Units, subject to DCC 18.116.350. L. Residential Accessory Dwelling Units, subject to DCC 18.116.355. M. Residential Home. M-. N. Temporary Hardship Dwelling, subject to DCC 18.116.090. HISTORY Adopted by Ord. PL-15 on 111111979 Amended by Ord. 91-005 §§30 & 31 on 31411991 Amended by Ord. 91-020 §1 on 5/29/1991 Amended by Ord. 93-043 §8 on 8/25/1993 Amended by Ord. 94-008 §12 on 6/8/1994 Amended by Ord. 2001-016 §2 on 312812001 Amended by Ord. 2001-039 §5 on 1211212001 Amended by Ord. 2004-002 §7 on 412812004 Amended by Ord. 20.19- 009 §2 on 9/3/2019 Recorded by Ord. 2019-009 §2 on 91312019 Adopted by Ord. 2023-014 §2 on 121112023 Amended by Ord. 2024-008 §7 on 11712025 Amended by Ord. 2025-xxx 18.65.010 Purpose 18.65.020 RSC: Commercial/Mixed Use District(Brothers Hampton, Millican, Whistlestop And Wildhunt) 18.65 021 Alfalfa RSC• Commercial/Mixed Use District 18.65.022 Alfalfa RSC• Residential District 18.65.023 RSC: Open Space District 18.65.030 Standards For All Districts 18.65.020 RSC, Commercial/Mixed Use District (Brothers _Hampton, Millican, Whistlestop And Wildhunt). A. Uses Permitted Outright. The following uses and their accessory uses are permitted outright, subject to applicable provisions of this chapter: 1. Single-family dwelling. 2. Manufactured home, subject to DCC 18.116.070. 3. Type 1 Home Occupation, subject to DCC 18.116.280. 4. Residential home. 5. Two-family dwelling or duplex. 6. Agricultural uses, as defined in Title 18, and excluding livestock feed lot or sates yard, and hog or mink farms. 7. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards and criteria established by DCC 18.116.230. 8. Class III road and street project. 9_Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 9 10 Temporal Hardship Dwelling, subject to DCC 18 .116.090. HISTORY Adopted by Ord. 2002-002 §2 on 6/5/2002 Amended by Ord. 2002-028 §1 on 712412002 Amended by Ord. 2004-002 §11 on 412812004 Amended by Ord. 2015-004 §2 on 412212015 Amended by Ord. 2016-015 §4 on 71112016 Amended by Ord. 2018-006 §8 on 1112012018 Amended by Ord. 2020-001 §6 on 412112020 Arnended by Ord. 22022-014 §? or, • 14/2)023 Amended byOrd..%024-008 §8 or, 1/ 12025 Amended by Ord. 2025-xxx 18.65.021 Alfalfa RSC; Cornmerciat/Mixed Use District In Alfalfa, the following uses and their accessory uses are permitted: A. Uses Permitted Outright. 1. Single-family dwelling. 2. Manufactured home, subject to DCC 18.116.070 3. Type 1 Home Occupation, subject to DCC 18.116.280. 4. Residential home. 5. Residential facility. 6. Two-family dwelling or duplex. 7. Agricultural uses, as defined in Title 18, and excluding livestock feed lot or sales yard, and hog or mink farms. 8. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards and criteria established by DCC 18.116.230. 9. Class III road and street project. 10. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 11. Temporary Hardship Dwelling subject to DCC 18.116.090. HISTORY Adopted by Ord. 20 22-OO2 §2 on 61512002 Amended by Ord. 2018-006 §8 on 11/20/2018 Amended by Ord. 2020-001 §6 on 412112020 Amended by Ord. 2022-014 §2 on 41412023 Amended by Ord. 2024-008 §8 on 11712025 Amended by Ord. 2025-xxx 18.65.022 Alfalfa RSC° Residential District A. Uses Permitted Outright. The following uses and their accessory uses are permitted outright, subject to the applicable provisions of this chapter: 1. Agricultural ayes, defined in Title 18, subject to the restrictions in DCC 18.65.021(D), and exciuding livestock feed lot or sales yard, and hog or mink farms. 2. Single family dwelling, or a manufactured home subject to DCC 18.116.070. 3. Two-family dwelling or duplex. 4. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 5. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards and criteria established by DCC 18.116.230. 6. Class III road or street project. 7. Type 1 Home Occupation, subject to DCC 18.116.280. 8. Residential home. 9. Temporary Hardship Dwelling, subject to DCC 18.116.090. HISTORY Adopted by Ord. 2002-002 §2 on 61512002 Amended by Ord. 2002-028 §1 on 712412002 Amended by Ord. 2004-002 §12 on 412812004 Amended by Ord. 20207001 §6 on 412112020 Amended by Ord. 2020-010 §2 on 71312020 Amended by Ord. 2024-008 §8 on 11712025 Amended by Ord. 2025-xxx CHAPTER 18.66TERREf301:C F 11RAIL _COMMUNITY ZONING DISTRICTS 18.66.010 Purpose 18.66.020 Residential TeR District 18.66.030 Residential-5 Acre Minimum (TeR5) District. 18.66.040 Commerciat_(TeC) District 18_66.050 Commercial -Rural TeCR) District 18.66.060 Standards For All Districts 18.66.070 Right -Of -Way Development Standards 18.66.020 Residential (TeRl District The Terrebonne Residential District allows a mixture of housing types and densities suited to the level of available water and sewer facilities. The purpose of this district is to allow new residential development that is compatible with the rural character of the area. A. Permitted uses. The following uses and their accessory uses are permitted outright and do not require site plan review: 1. Single-family dwelling or a manufactured home subject to DCC 18.116.070. 2. Two-family dwelling. 3. Type 1 Home Occupation, subject to DCC 18.116.280. 4. Agricultural uses as defined in DCC 18.04, involving: a. Keeping of cows, horses, goats, sheep or similar farm animals, provided that the total number of such animals over the age of six months is limited to the square footage of the lot or parcel divided by 20,000 square feet. b. Keeping of chickens, fowl, rabbits or similar farm animals, provided that the total number of such animals over the age of six months does not exceed one for each 500 square feet of property. 5. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards of DCC 18.66.070 and 18.116.230. 6. Class III road or street project. 7. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 8. Residential home. 6:9. Temporary Hardship Dwelling, subject to 18.116.090. HISTORY Adopted by Ord. 97-003 §2 on 0%11;397 Amended by Ord. 97-063.§3 on 11/12/1997 Amended by Ord. 2004-002 §13 on 412812004 Amended by Ord. 2020-001_ §7 on 412112020 Amended by Ord. 2020-010 §3 on 71312020 Amended by Ord. 2024-008 §9 on 11712025 Amended by Ord. 2025-xxx 18.66.030 Residential-5 Acre Minimaam (TeRS ®.istrict The purpose of the Terrebonne Residential-5 Acre Minimum District is to retain large rural residential lots where community sewer and water are not available. A. Permitted Uses. The following uses and their accessory uses are permitted outright and do not require site plan review: 1. Single-family dwelling or a manufactured home subject to DCC 18.116.070. 2. Two-family dwelling. 3. Type 1 Home Occupation, subject to DCC 18.116.280. 4. Agricultural uses as defined in DCC 18.04, involving: a. Keeping of cows, horses, goats, sheep or similar farm animals, provided that the total number of such animals over the age of six months is limited to the square footage of the lot or parcel divided by 20,000 square feet. b. Keeping of chickens, fowl, rabbits or similar farm animals over the age of six months, provided that the total numbers of such animals does not exceed one for each 500 square feet of property. 5. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards of DCC 18.66.070 and 18.116.230. 6. Class III road or street project. 7. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 8. Residential home. $-:9 Tem�orar�r Hardshi�Dwelling, subject to DCC 18.116.090. HISTORY Adopted by Ord. 97: 03 §2 on 61411997 Amended by Ord. 97-063 §3 on 1111211997 Amended by Ord. 2004-002 §14 on 412812004 Amended by Ord. 2020-001 § - on 41.2112020 Amended by Ord. 2020-010 §3 on 7/3/20 0 Amended by Ord. 2024-008 §9 on 1/7/2025 Amended by Ord. 2025-xxx 18.66.040 Commercial TeC) District The Terrebonne Commercial District is intended to allow a range of commercial and limited industrial uses to serve the community and surrounding rural area. A. Permitted Uses. The following uses and their accessory uses are permitted outright and do not require site plan review: 1. Single-family dwelling or two-family on a lot or parcel existing on June 4, 1997. 2. Manufactured home on a lot or parcel existing on June 4, 1997, subject to DCC 18.116.070. 3. Type 1 Home Occupation, subject to DCC 18.116.280. 4. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards of DCC 18.66.070 and 18.116.230. 5. Class III road or street project. 6. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 7Residential home on a lot or parcel existing on June 4, 1997. 8. Temporary Hardship Dwellir subject to.DCC 18.116.090. HISTORY Adopted by Ord. 97-003 §2 on 6/4/1997 Amended by Ord. 97-063 §3 on 1111211997 Amended by Ord. 2004-002 §15 on 412812004 Amended by Ord. 2015-004 §3 on 412212015 Amended by Ord. 2016-015 §5 on 7/1/2016 Amended by Ord. 2020-001 §7 on 412112020 Amended by Ord. 2020-010 §3 on 71312020 Amended by Ord. 2021-004 §3 on 512712021 Amended by Ord. 2022-014 §3 on 4/4/2023 Amended by Ord. 2024-008 §9 on 11712025 Amended bvOrd. 2025-xxx The Terrebonne Commerciat � urat District allows a mix of comr: iercial. and industrial uses common to a farming community. A. Permitted Uses. The following uses and their accessory uses are permitted outright and do not require site plan review: 1. Single-family dwelling on a lot or parcel existing on June 4, 1997. 2. Manufactured home on a lot or parcel existing on June 4, 1997, subject to DCC 18.116.070. 3. Type 1 Home Occupation, subject to DCC 18.116.280. 4. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards of DCC 18.66.070 and 18.116.230. 5. Class III road or street project. 6. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 7_Residential home on a lot or parcel existing on June 4, 1997. 8 Temporary Hardship Dwelling, subject to DCC 18.116.090. HISTORY Adopted by Ord. 97-003 §2 on 6/4/1997 Amended by Ord. 2001-016 §2 on 312812001 Amended by Ord. 2001-039 §7 on 1211212001 Amended by Ord. 2004.002 §16 on 412812004 Amended by Ord. 2015-004 §4 on 412212015 Amended by Ord. 2016-015 §5 on 71112016 Amended by Ord. 2020-001 §7 on 412112020 Amended by Ord. 2021-004 §3 on 512712021 Amended by Ord. 2024-008 §9 on 11712025 Amended bvOrd. 2025-xxx 3 " y, 18.67.010 Purpose 18.67.020 Residential (TuR) District 18.67.030 Residential-5 Acre Minimum (TUBS District 18.67.04 -Commercial (TuC) District 18.67.050 Research And De velopmentjTuRE_ District 18.67.060 Industrial (Tull District 18.67.070 Flood Plain (TuFP) District 18.67.0 00 Standards For All Districts 18.67.09090 Right -Of -Way Development Standards 18.67.020 Residential TuR) District The Tumalo Residential (TuR) District allows a mixture of housing types and densities suited to the level of available water and sewer facilities. The purpose of this district is to allow new residential development that is compatible with the rural character of the area. A. Permitted Uses. The following uses and their accessory uses are permitted outright and do not require site plan review. 1. Single-family dwelling, or a manufactured home subject to DCC 18.116.070. 2. Two-family dwelling. 3. Type 1 Home Occupation, subject to DCC 18.116.280. 4. Agricultural uses as defined in DCC Title 18, involving: a. Keeping of cows, horses, goats, sheep or similar farm animals, provided that the total number of such animals over the age of six months is limited to one for each 20,000 square feet. b. Keeping of chickens, fowl, rabbits or similar farm animals, provided that the total number of such animals over the age of six months does not exceed one for each 500 square feet of property. 5. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards of DCC 18.67.080 and 18.116.230. 6. Class III road or street project. 7. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 8. Residential home. 8:9 Temporar�r Hardship Dwelling, subiect to DCC 18.116.090. HISTORY Adopted by Ord. 97-033 §2 on 6/25/1997 Amended by Ord. 97-063 §3 on 1111211997 Amended by Ord. 2001-016 §2 on 3/28/2001 Amended by Ord. 2001-039 §8 on 1211212001 Amended by Ord. 2004-002 §17 on 412812004 Amended by Ord. 2020-001 §8 on 412112020 Amended by Ord. 2020-010 §4 on 71312020 Amended by Ord. 2021-013. §8 on 41512022 Amended by Ord. 2024-008 §10 on 11712025 Amended by Ord. 2025-xxx 18.67.030 Residential-5 Acre MinimumJTuR54 District The purpose of the Tumalo Residential-5 Acre Minimum District is to retain large rural residential lots. A. Permitted Uses. The following uses and their accessory uses are permitted outright and do not require site plan review. 1. Single-family dwelling or a manufactured home subject to DCC 18.116.070. 2. Type 1 Home Occupation, subject to DCC 18.116.280. 3. Agricultural uses as defined in DCC 18.04, involving: a. Keeping of cows, horses, goats, sheep or similar farm animals, provided that the total numbers of such animals over the age of six months is limited to the square footage of the lot or parcel divided by 20,000 square feet. b. Keeping of chickens, fowl, rabbits or similar farm animals over the age of six months, provided that the total numbers of such animals does not exceed one for each 500 square feet of property. 4. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards of DCC 18.67.080 and 18.116.230. 5. Class III road or street project. 6. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 7. Residential home. 7-.8 Temporary Hardship Dwelling, subject to DCC 18.116.090. HISTORY Adopted by Ord. 97-033 §2 on 6/25/1997 Amended by Ord. 97-063 §3 on 1111211997 Amended by Ord. 2000- 333 §11 on 121612000 Amended by Ord. 2001-016 §2 on 312812001 Amended by Ord. 2001-039 §8 on 1211212001 Amended by Ord. 2004-002 §18 on 412812004 Amended by Ord. 2020-001 §8 on 412112020 Amended by Ord. 2020-0.10 §4 on 7/3/2020 Amended by Ord. 2024-008 §10 on 11712025 Amended by Ord. 2025-xxx 18.67.040 Commercial (TuC) District The Tumalo Commercial District is intended to allow a range of limited commercial and industrial uses to serve the community and surrounding area. A. Permitted Uses. The following uses and their accessory uses are permitted outright and do not require site plan review. 1. Single-family dwelling or duplex. 2. Manufactured home subject to DCC 18.116.070. 3. Type 1 Home Occupation, subject to DCC 18.116.280. 4. Class I and II road or street project subject to approval as part of a land partition, subdivision or subject to the standards of DCC 18.67.060 and 18.116.230. 5. Class III road or street project. 6. Operation, maintenance, and piping of existing irrigation systems operated by an Irrigation District except as provided in DCC 18.120.050. 7. Residential home. 8 Temporary Hardship Dwelling, subject to DCC 18 116 090 HISTORY Adopted by Ord. 97-033 §2 on 6/25/1997 Amended by Ord. 97-063 §3 on 1111211997 Amended by Ord. 2000-033 §11 on 121612000 Amended by Ord. 2001-016 §2 on 312812001 Amended by Ord. 2001-039 §8 on 1211212001 Amended by Ord. 2004-002 §19 on 412812004 Amended by Ord. 2004-013 §7 on 912112004 Amended by Ord. 2015-004 §5 on 412212015 Amended by Ord. 2016-015 §6 on 71112016 Amended by Ord. 2020-001 §8 on 412112020 Amended by Ord. 2020-010 §4 on 71312020 Amended by Ord. 2021-004 §4 on 5i2712021 Amended by Ord. 2021-01 §8 on 4.15/2022 Amended by Ord. 2022-014 §4 on 41412023 Amended by Ord. 2024-008 §10 on 11712025 Amended by Ord 2025-xxx. 18.74.010 Purpose 18.74.020 Uses Permitted: Deschutes Junction And Deschutes River Woods Store 18.74.025 Uses Permitted: Spring River 18.74.027 Uses Permitted Pine Forest And Rosland 18.74.030 Development Standards 18.74.050 Maps 18.74.020 Uses Permitted: Deschutes Junction And Deschutes River Woods Store A. Uses Permitted Outright. The following uses and their accessory uses are permitted outright and do not require site plan review: 1. Single-family dwelling. 2. Manufactured home subject to DCC 18. 1 16. 070. 3. Two-family dwelling. 4. Type 1 Home Occupation, subject to DCC 18. 1 16. 280. 5. Agricultural uses. 6. Class I and II road or street project subject to approval as part of a land partition or subdivision, or subject to the standards and criteria established in DCC 18.116.230. 7. Class III road or street project. 8. A lawfully established use existing as of 11/05/02, the date this chapter was adopted, not otherwise permitted by this chapter. 9. Residential home. 919. Temporary Hardship Dwelling, subject to DCC_18.116.090. HISTORY Adopted by Ord. 2002-019 §2 on 81712002 Amended by Ord. 2004-002 §20 on 412812004 Amended by Ord. 2008-008 §1 on 311812008 Amended by Ord. 2015-004 §7 on 412212015 Amended by Ord. 2016-015 §7 on 71112016 Amended by Ord. 2020-001 §9 on 412112020 Amended by Ord. 2020-010 §5 on 71312020 Amended by Ord. 2021-013 §9 on 41512022 Amended by Ord. 2022-014 y.r on 41412023 Amended by Ord. 2024-008 §11 on. 11712025 Amended by Ord. 2025-xxx OFiATER_18,108 URBAN U9®Rp®FtATE6®MIMU6oIITY Zf1N[�NiIVEFi 18.108.010 Purpose 18.108.02 -Standards For All Districts 18.108.030 Single Family Residential: RS District 18.108.040 Multiple Family Residential; RM District 18.108.050 Commercial*C District 18.108.055 Town Center; TC District 18.108.060 Resort: R District 18.108.070 Resort Marina; -RA District 18.108.080 Resort Golf Course;_RG District 18.108.090 Resort Equestrian: RE District 18.108.100 Resort Nature Center: RN -District 18.108.110 Business Park; BP District 18 108.120.CommunityGeneral; CG District 18.108.130 Community Recreation_&R District 18.108.140 Community Limited; CL District 18.108.150 Community Neighborhood; CN District 18.108.160 A_,iort�A District 18.108.170 Utility; U District 18.108.175 Utility; U District/Limited Use Combining District 18.108.180 Forest�F District 18.108.190 Flood Plain; FP -Combining District 18.108.030 Single Family Residential; RS District. A. Uses Permitted Outright. The following uses and their accessory uses are permitted outright: 1. Single-family dwelling. 2. Recreational path. 3. Residential home. 4 Teorary Hardship Dwelling, subject to DCC 18.116.090. HISTORY Repealed & Reenacted by Ord. 97- 778 §2 on 1213111997 Amended by Ord. 98- 335 §2 on 611011998 Amended by Ord. 2004-013 §11 on 912112004 Amended by Ord. 2020-001 §12 on 412112020 Amended by Ord. 2024-008 §13 on 11712025 Amended byOrd. 2025-xxx 18.108o11t± Business Park:.M ®istric-t A. Uses Permitted Out ight. The following uses and their accessory uses are permitted outright: 1. Residential uses existing as of March 31, 1997. 2. Administrative, educational and other related facilities in conjunction with a use permitted outright. 3. Library. 4. Recreational path. 5. Post office. 6. Religious institutions or assemblies. 7. Child care facilities, nurseries, and/or preschools. 8. A building or buildings each not exceeding 8,000 square feet of floor space housing any combination of: Retail/rental store, office and service establishment, including but not limited to the following: a. Automobile, motorcycle, boat, recreational vehicle, trailer or truck sales, rental, repair or maintenance business, including tire stores and parts stores. b. Agricultural equipment and supplies. c. Car wash. d. Contractor's office, including but not limited to, building, electrical, plumbing, heating and air conditioning, painter, etc. e. Construction equipment sales, rental and/or service. f. Exterminator services. g. Golf cart sales and service. h. Lumber yard, home improvement or building materials store. i. Housekeeping and janitorial service. j. Dry cleaner and/or self-service laundry facility. k. Marine/boat sates and service. L Restaurant, bar and cocktail lounge including entertainment. m. Marijuana wholesaling, office only. There shall be no storage of marijuana items or products at the same location. 9. A building or buildings each not exceeding20,000 square feet of flour space housing any combination of: a. Scientific research or experimental development of materials, methods or products, including engineering and laboratory research. b. Light manufacturing, assembly, fabricating or packaging of products from previously prepared materials, including but not limited to cloth, paper, leather, precious or semi-precious metals or stones, etc. c. Manufacture of food products, pharmaceuticals and the like, but not including the production of fish or meat products, or the rendering of fats and oils. d. Warehouse and distribution uses in a building or buildings each less than 10,000 square feet of floor area. 10. Employee housing structures. +0-.11. Temporary Hardship Dwelling, subject to DCC 18.116.090. HISTORY Repealed & Reenacted by Ord. 97-078 §2 on 1213111997 Amended by Ord. 2012-002 §1 on 212712012 Amended by Ord. 2015-004 §9 on 412212015 Amended by Ord. 2016-015 §9 on 71112016 Amended by Ord. 2019-008 §1 on 31612019 Amended by Ord. 2020-004 §1 on 211912020 Amended by Ord. 2020-001 §12 on 412112020 Amended by Ord. 2021-004 §6 on 512712021 Amended by Ord. 2021-013 §12 on 41512022 Amended by Ord. 2025-xxx 18.110.010 Purpose 18.110.020 Seventh Mountain] idgi Creek And Black_ tte Ranch Resort Districts 18.110.030 Widgi Creek Residential District 18.110.040 Black Butte Ranch Surface Minin /L.i_mited_Use Combining District 18,110.050 Black Butte Ranch-Utilitv/Limited Use Combining District 18.110.060 Development Standards 18,110.020 Seventh (fountain/Wid i_Creek And Black Butte Ranch Resort Districts A. Uses permitted outright. The following uses and their accessory uses are permitted subject to the applicable provisions of DCC 18.110.050: 1. Single-family dwelling. 2. Residential home. 3. Timeshare units existing as of January 1, 1984 at Black Butte Ranch. 4. Timeshare units at the Inn of the Seventh Mountain. 5. The following resort recreational facilities: Recreational path, picnic and barbecue area, park, playground, and sport courts for basketball, volleyball, and similar small-scale recreation activities. 6. Livestock and horse grazing on common area in Black Butte Ranch. 7_Police or security facility. 7-. 8. Temporary Hardship Dwelling, subject to DCC 18.116 090 HISTORY Adopted by Ord. 2001_048 §2 on 1211012001 Amended by Ord. 2014-009 §1 on 81612014 Amended by Ord. 2014-025 §1 on 911512014 Amended by Ord. 2020-001 §13 on 412112020 Amended by Ord. 2024-008 §14 on 11712025 Amended by Ord. 2025-xxx 18.110.030 Widgi Creek Residential District The following uses and their accessory uses are permitted subject to the applicable provisions of DCC 18.110.060: A. Singte-family dwelling. B. Residential home. C. Residential facility. D. i irneshare units. f E. Temporaryr HardshiIting�sub ect to QCC 18.116.090. HISTORY Adopted by Ord. 2001-048 §2 on 1211012001 Amended by Ord. 2025-xxx FINDINGS HARDSHIP DWELLING TEXT AMENDMENTS APPLICABLE CRITERIA: Title 22, Deschutes County Development Procedures Ordinance II. BACKGROUND: This is a legislative text amendment to Deschutes County Code (DCC), Title 18, County Zoning. The primary purpose of the amendment is to conform local requirements to state law and provide consistency for the review of hardship dwellings across multiple county zones. Notable changes include: • Reorganized content for readability; • Amended outdated references; • Clarified hardship dwelling can be used for the "aged" as well as the "infirmed'; • Clarified "existing building" use and definition for the purpose of the section; • Clarified hardship dwelling can be the only second dwelling on the property; • Amended renewal requirement from every one year to two years; • Listed the use in all permissible Title 18 zones for readability. Since 1979, Deschutes County has allowed property owners to obtain a temporary use permit for a secondary dwelling on a property, with the intent the dwelling would be used for the care of a property owner or relative of the property owner with a medical condition. This would allow for the person with the medical condition to maintain independence and continue to live on a rural property while also receiving necessary medical attention. The current requirements for hardship dwellings were drafted in 2008. Since that time, the state has undergone rulemaking in farm and forest (resource) zones, providing more detailed guidance on the eligibility and requirements for establishing the use. OAR 660-004-0040(8)(0 provides limited guidance on hardship dwellings in rural residential exception areas, only noting that the dwelling type for such use is limited to Recreational Vehicle (RV)s and manufactured homes. To staff's understanding there is no other state guidance for regulation of temporary hardship dwellings in zones that allow for a single-family dwelling as a permitted use and are outside of farm, forest, and rural residential exception areas. 1 1 7 NW Lafayette Avenue, Bend, Oregon 97703 1 P.O. Box 6005, Bend, OR 97708-6005 QN (541) 388-6575 (@d9deschutes.org ww)@deschutes.org/cd The purpose of this proposal is to amend the ::ode for greater consistency with state rules and statutes and to establish a consistent review process for hardship dwelling applications across all County zones in which the use is permitted. M. STATE REQUIREMENTS AND LOCAL INTERPRETATIONS As noted above, the state of Oregon regulates hardship dwellings in both Oregon Administrative Rule (OAR) and in Oregon Revised Statute (ORS). These regulations only apply to hardship dwellings in resource zones - the Exclusive Farm Use Zone (DCC 18.16) and Forest Zones (18.32 and 18.40). ORS 215.283(2)(L) - Uses Permitted in Exclusive Farm Use Zones and ORS 215.755(2) - Other Forestland Dwellings require: • The use is subject to ORS 215.296 (Farms Impacts Test) for the EFU zone. • One manufactured dwelling, recreational vehicle, or temporary residential use of on existing building, in conjunction with the existing dwelling as a temporary use for the term of a hardship suffered by the existing resident or a relative of the resident. • Within three months of the end of the hardship, the manufactured dwelling or recreational vehicle shall be removed or demolished or in the case of the existing building, the building shall be removed or returned to an allowed nonresidential use. • The governing body or designee shall provide for periodic review of the hardship claimed under this paragraph. • A temporary residence is not eligible for replacement under subsection (1)(p) of this section. OAR 660-006-0025(4)(t) - Forest Lands - Uses Authorized in Forest Zones and OAR 660-033-0130(10) -Agricultural Lands - Minimum Standards for Permitted and Conditional Uses require: • As used in this section, "hardship" means a medical hardship or hardship for the care of an aged or infirm person or persons experienced by the existing resident or relative as defined in ORS chapter 215. o ORS 215 definition for relative: a relative is defined as a grandparent, step -grandparent, grandchild, parent, step-parent, child, step -child, brother, sister, sibling, step -sibling, either blood or legal relationship, niece, nephew, uncle, aunt or first cousin. • The temporary residence may include a manufactured dwelling, or recreational vehicle, or the temporary residential use of an existing building. • A manufactured dwelling shall use the same subsurface sewage disposal system used by the existing dwelling, if that disposal system is adequate to accommodate the additional dwelling. If the manufactured home will use a public sanitary sewer system, such condition will not be required. • Governing bodies shall review the permit authorizing such manufactured homes every two years. • Within three months of the end of the hardship, the manufactured dwelling or recreational vehicle shall be removed or demolished or, in the case of an existing building, the building shall be removed, demolished or returned to an allowed nonresidential use. • Department of Environmental Quality review and removal requirements also apply. The state provides limited guidance on regulations pertaining to hardship dwellings on non - resource lands. The requirement below, which was presented to the Planning Commission during 2.47-2.5-000078-TA Findings Page 2 of 8 the deliberation process, appIi:,s to ruraj residential exception areas J,,IUA-- i 0 and RR-10 zones) but does riot ;provide guidance for the use in other nonresource zones; such as in unincorporated communities. OAR 660-004-0040(8)(f) - Application of Goal 14 to Rural Residential Areas requires: Except as provided in subsection (e) of this section or section (10) of this rule, a local government shall not allow more than one permanent single-family dwelling to be placed on a lot or parcel in a rural residential area. Where a medical hardship creates a need for a second household to reside temporarily on a lot or parcel where one dwelling already exists, a local government may authorize the temporary placement of a manufactured dwelling or recreational vehicle. In approaching the amendments, staff has integrated state requirements where possible, for all zones in Title 18 in which a hardship dwelling is permitted, to ensure a consistent and clear process for property owners and county staff. Deschutes County can provide local interpretation of requirements that are not expressly addressed in OAR or ORS. In coordination with the County's Building, Code Enforcement, Coordinated Services, and Onsite Wastewater Divisions, staff identified several policy choices for consideration. Use of Existing Building as a Temporary Hardship Dwelling Property owners can currently utilize an RV or manufactured home for a temporary hardship dwelling in all zones. In farm and forest zones, existing buildings (sheds, accessory structures, barns) are also permitted to be converted for use as a temporary hardship dwelling, per the OAR and ORS. The proposed text amendment package proposes to allow the use of existing buildings in the following zones: • 18.65.020, 021, 022: Rural Service Center Unincorporated Community Zones • 18.66.020, 030, 040, 050: Terrebonne Rural Community Zones • 18.67.020, 030, 040: Tumalo Rural Community Zones • 18.74.020: Rural Commercial Zone • 18.108.030, 110: Sunriver Unincorporated Community Zones • 18.110.020, 030: Resort Community Zones During Planning Commission deliberations, staff discovered the restriction in OAR 660-004-040 noted above and amended the original proposal to exclude the use of existing buildings as hardship dwellings in the RR-10 and MUA-10 zones. To staff's understanding, there are no state restrictions on the zones listed above. Existing Building Definition State regulations do not define "existing buildings" for temporary hardship dwellings. Currently, the code definition is a building "in existence on or before March 29, 2017". To provide additional flexibility, while still seeking to avoid a scenario in which a new building is constructed for temporary use, the proposed text amendments alter the definition to be a rolling eligibility date of two years from the date of final inspection of a building to the submittal date of the temporary use permit for 247-2.5-000,078-TA Findings Page 3 of 8 a hardship dwelling. If the application is sut,mliued prior to tine two-year date, it does not constitute an "existing building." Modification of Existing Buildings The proposed text amendments would add a restriction on the modification of existing buildings to be used as temporary hardship dwellings. The intent of the requirement is to limit modifications to minor improvements in the existing building floor area (such as the installation of kitchen facilities) to ensure the use can be converted back to a nonresidential use if the temporary hardship dwelling is no longer needed. The limitation is drafted as follows: "Any modifications to the existing buildingfor the hardship dwelling must be contained within the existing building floor area." RV Component Requirements Code Enforcement has processed several cases involving non -operational RVs that are unfit for habitation. The text amendments preserve existing requirements related to the necessary components and siting of an RV and also clarify that an RV must have a sink and a toilet. Although more restrictive than state law, CDD staff are supportive of carrying forward these requirements to ensure RVs are safe for occupants when used as a temporary hardship dwelling. The proposed text amendments include the following component language: A recreational vehicle hardship dwelling must comply with all of the following requirements: 1. The recreational vehicle must have a sink and toilet, 2. The recreational vehicle must comply with all setbacks of the underlying zone(s); 3. The recreational vehicle must be fully licensed, 4. The recreational vehicle must be ready for highway use, on its wheels or jacking system, and must be attached to the site only by quick disconnect type utilities and security devices, 5. A recreational vehicle hardship dwelling located in a special flood hazard area must comply with DCC 18.96. 6. Permanently attached additions are prohibited. The Planning Commission supported the proposed text amendment package in its entirety, with the minor amendment to exclude the use of existing buildings as a hardship dwelling type in the MUM 0 and RR-10 zones. Staff requests the Board evaluate these policy options during the hearing process. IV. BASIC FINDINGS: The Planning Division determined minor changes were necessary to clarify existing standards and in various sections of the Deschutes County Code (DCC). Staff initiated the proposed changes and notified the Oregon Department of Land Conservation and Development on February 6, 2025 (File no. 247-24-000078-TA). As demonstrated in the findings below, the amendments remain consistent with the Deschutes County Code, the Deschutes County Comprehensive Plan, and the Statewide Planning Goals. 247-25-000078-TA Findings Page 4 of 8 V. FINDINGS: CHAPTER 22.12, LEGISLATIVE PROCEDURES Section 22.12.010. Hearing Required No legislative change shall be adopted without review by the Planning Commission and a public hearing before the Board of County Commissioners. Public hearings before the Planning Commission shall be set at the discretion of the Planning Director, unless otherwise required by state law. FINDING: This criterion will be met because a public hearing was held before the Deschutes County Planning Commission (Commission) on March 13, 2025, and a public hearing will be held before the Board of County Commissioners (Board) on April 23, 2025. Section 22.12.020, Notice Notice A. Published Notice 1. Notice of a legislative change shall be published in a newspaper of general circulation in the county at least 10 days prior to each public hearing. 2. The notice shall state the time and place of the hearing and contain a statement describing the general subject matter of the ordinance under consideration. FINDING: This criterion will be met as notice will be published in The Bulletin newspaper at least 10 days prior to each public hearing. B. Posted Notice. Notice shall be posted at the discretion of the Planning Director and where necessary to comply with ORS 203.045. FINDING: Posted notice was determined by the Planning Director not to be necessary. C. Individual notice. Individual notice to property owners, as defined in DCC 22.0&010(A), shall be provided at the discretion of the Planning Director, except as required by ORS 215.503. FINDING: The proposed amendments are legislative and do not apply to any specific property. Therefore, individual notice is not required. D. Media notice. Copies of the notice of hearing shall be transmitted to other newspapers published in Deschutes County. 247-25-000078-TA Findings Page 5 of 8 FINDING: Notice was provided to the County public ;WforroaE_ion official for wider media distribution. This criterion has been met. Section 22.12.030 Initiation of Legislative Changes. A legislative change may be initiated by application of individuals upon payment of required fees as well as by the Board of County Commissioners. FINDING: The application was initiated by the Deschutes County Planning Division at the direction of the Board and has received a fee waiver. This criterion has been met. Section 22.12.040. Hearings Body A. The following shall serve as hearings or review body for legislative changes in this order. 9. The Planning Commission. 2. The Board of County Commissioners. B. Any legislative change initiated by the Board of County Commissioners shall be reviewed by the Planning Commission prior to action being taken by the Board of Commissioners. FINDING: This criterion is met as the Commission held a public hearing on March 13, 2025. The Board held a public hearing on April 23, 2025. Section 22.12.050 Final Decision All legislative changes shall be adopted by ordinance FINDING: The proposed legislative changes included in file no. 247-25-000078-TA will be implemented by ordinances upon approval and adoption by the Board. OAR 660-015, STATEWIDE PLANNING GOALS AND GUIDELINES Goal 1: Citizen Involvement: FINDING: The amendments do not propose to change the structure of the County's citizen involvement program. Notice of the proposed amendments was provided to the Bulletin for the Board public hearing. Goal 2: Land Use Planning: FINDING: The purpose of the amendment is to integrate requirements from Oregon Administrative Rule and Oregon Revised Statutes. The proposal has a factual base and is consistent with the intent of the Comprehensive Plan and zoning districts. This goal is met. Goal 3: Agricultural Lands: 2.47-25--0000'78-TA Findings Page 6 of 8 FINDING: The proposed amendments in;:egra�e requirements Frorn Oregon Administrative Rule and Oregon Revised Statute for hardship dwellings on agricultural lands. Additionally, the rules provide more express guidance for hardship dwellings on non-agricultural lands to avoid conflicts to farm operations on neighboring properties. This goal is met. Goal 4: Forest Lands: FINDING: The proposed amendments integrate requirements from Oregon Administrative Rule and Oregon Revised Statute for hardship dwellings on forest lands. Additionally, the rules provide more express guidance for hardship dwellings on non -forest lands to avoid conflicts to forest operations on neighboring properties. This goal is met. Goal 5: Open Spaces, Scenic and Historic Areas, and Natural Resources: FINDING: The proposed amendments do not include changes to the County's Comprehensive Plan policies or implementing regulations for compliance with Goal 5. This goal does not apply. Goal 6: Air, Water and Land Resources Quality: FINDING: The proposed amendments do not include changes to the County's Comprehensive Plan policies or implementing regulations for compliance with Goal 6. This goal does not apply. Goal 7: Areas Subject to Natural Disasters and Hazards: FINDING: The proposed amendments do not include changes to the County's Comprehensive Plan policies or implementing regulations for compliance with Goal 7. This goal does not apply. Goal 8: Recreational Needs: FINDING: The proposed amendments do not include changes to the County's Comprehensive Plan policies or implementing regulations for compliance with Goal 8. This goal does not apply. Goal 9: Economic Development: FINDING The proposed amendments do not include changes to the County's Comprehensive Plan policies or implementing regulations for compliance with Goal 9. This goal does not apply. Goal 10: Housing: FINDING: The proposed amendments provide more flexibility for hardship dwellings, as allowed by state law. The amendments will provide clarity on a housing type for vulnerable populations in the rural county. This goal is met. Goal 11: Public Facilities and Services: FINDING: The proposed amendments do not include changes to the County's Comprehensive Plan policies or implementing regulations for compliance with Goal 11. This goal does not apply. Goal 12: Transportation: FINDING: The proposed amendments do not include changes to the County's Comprehensive Plan policies or implementing regulations for compliance with Goal 12. This goal does not apply. Goal 13: Energy Conservation: 247-25-000078-TA Findings Page 7 of 8 FINDING: The proposed arnendn-�etVs do not include changes to the County's Comprehensive Plan policies or implementing regulations for compliance vvith Goal 13. 1 his goal does not apply. Goal 14: Urbanization: FINDING: The proposed amendments integrate requirements from Oregon Administrative Rule and Oregon Revised Statute for hardship dwellings. The use is already permitted in the underlying zoning districts, there is no alteration to allowance of development density on rural lands. This goal does not apply. Goals 15 through 19 FINDING: These goals are not applicable to the proposed plan and text amendments because the County does not contain these types of lands. 2011 DESCHUTES COUNTY COMPREHENSIVE PLAN Chapter 3 Rural Growth Management, Section 3.3. Rural Housing Policies Policy 3.3.5 Maintain the rural character of the County while ensuring a diversity of housing opportunities, including initiating discussions to amend State Statute and/or Oregon Administrative Rules to permit accessory dwelling units in Exclusive Farm Use, Forest and Rural Residential Zones. FINDING: The intent of the text amendment is to amend regulations for temporary hardship dwellings to be consistent with state law and administrative rule for resource zones. The amendments will also provide a consistent process for regulation of hardship dwellings in both nonresource and resource zones. These requirements will ensure development continues to comply with all state rules and will maintain the rural character of the County through intentional placement of temporary housing associated with a hardship. VI. CONCLUSION: Based on the information provided herein, the staff recommends the Board of County Commissioners approve the proposed text amendments as drafted. 247-25-000078--TA Findings Page 8 of 8 -A BOARD BOAR® OF COMMISSIONERS MEETING DATE: April 21, 2025 SUBJECT: Deschutes County Property / East of Redmond / Code Enforcement Violation RECOMMENDED MOTION: Three options are listed below for consideration: 1. Initiate Policy No. GA-23 and remove all unpermitted homeless encampments, utilizing a voluntary compliance agreement that encompasses all violations stated in the Notice of Violation. 2. Hold code enforcement violations contained within case # 247-24-000300-CE in abeyance; or 3. Proceed with code enforcement and a hearing on May 6 at 1:30 p.m. in the Deschutes Services Center building, Barnes and Sawyer rooms. BACKGROUND AND POLICY IMPLICATIONS: The Community Development Department is respectfully asking the Board of County Commissioners to provide direction as it pertains to code enforcement violations on county -owned property near the Negus Transfer Station east of Redmond. BUDGET IMPACTS: N/A ATTENDANCE: Peter Gutowsky, Community Development Director Angela Havniear, Administrative Manager MEMORANDUM TO: Deschutes County Board of Commissioners FROM: Peter Gutowsky, AICP, Director Angela, Havniear, Administrative Manager DATE: April 21, 2025 SUBJECT: Deschutes County Property / East of Redmond / Code Enforcement Violation I. OPTIONS The Community Development Department (CDD) is respectfully asking the Board of County Commissioners (Board) to provide direction as it pertains to code enforcement violations on county -owned property near the Negus Transfer Station, east of Redmond. A Notice of Violation and proposed civil penalty was issued on March 27, 2025. Three options are listed below for consideration: 1. Initiate Policy No. GA-23 and remove all unpermitted homeless encampments, utilizing a voluntary compliance agreement that encompasses all violations stated in the Notice of Violation. 2. Hold code enforcement violations contained within case # 247-24-000300-CE in abeyance; or 3. Proceed with code enforcement and a hearing on May 6 at 1:30 p.m. in the Deschutes Services Center, Barnes and Sawyer rooms. II. BACKGROUND CDD confirmed a code enforcement complaint at 1002 NE 17t" Street, taxlot 1513000000103, on September 19, 2024. This property is being utilized for unpermitted homeless encampments in the Exclusive Farm Use (EFU) zone. There are documented violations with respect to public health and safety regulations that reveal extremely dangerous conditions. The lack of approved sanitary disposal systems and unapproved structures for human habitation warrant immediate attention. • Overnight camping or parking for those that are experiencing homelessness are not permitted uses in the EFU zone. Many of the campsites contain site built structures that do not meet state building code requirements for lateral and gravitational loading that our region's wind and snow loads apply to structures. Deschutes County Code (DCC) 15.04.010. Some have multiple solid fuel burning appliances and fire pits. Fires are being used for comfort, heat, as a way to address garbage accumulation and as a means to eliminate human waste. Wood stoves and their associated vents do not meet code requirements for clearance to combustibles. M1306. They pose a fire hazard through their use and future unknown hazards due to pyrolysis. The continued allowance of these campsites does not provide equal protection under the law for the individuals inhabiting them and it places first responders at greater risk. Oregon Residential Special Code R101.4; Oregon Revised Statute 455.020. • The homeless population living at this location in makeshift campsites are violating DCC 13.08.010 and Oregon Administrative Rule (OAR) 340-071-0130(2) by creating human waste, sanitation and hygiene concerns. Some may be using buckets for toilets and rudimentary privies or simply discharging sewage or septage onto the ground surface. These represent significant potential health hazards. OAR 340- 071-0130(3) Prohibited discharges of wastewater. A person may not discharge untreated or partially treated wastewater or septic tank effluent directly or indirectly onto the ground surface or into public waters. Such discharge constitutes a public health hazard and is prohibited. The inadequate handling of human waste exposes the immediate population to pathogenic bacteria, viruses and parasites. The lack of basic sanitation further promotes the likelihood of spreading disease. Poor sanitary conditions in these primitive camping areas also include solid waste, garbage and tires. Rats, mice, ground squirrels and birds are likely present and provide another opportunity for diseases to spread. These animals can get into human waste and spread pathogens as well. • The solid waste accumulation on the subject property violates DCC 13.36.010. -2- ESTIMATE Central Oregon Bio Solutions 740 NE 3rd St. Suite 3 4348 Bend. OR 97701 Bill to Deschutes County Community Development 117 NW Lafayette Ave Bend, Or 97703 Estimate details Estimate no.: 0349 Estimate date: 04/18/2025 Ship to Deschutes County Community Development 117 NW Lafayette Ave Bend, Or 97703 # Date Product or service Description Oty Rate Amount 1. 04/18/2025 Deschutes County- Homeless 17 areas, 3 days per area, 8 techs 3366 $95.00 $319,770.00 Encampment Cleanup Man Hours n8hrs each per day 2. 04/18/2025 Deschutes County- PPE (Basic) 8 Techs, 51days 408 $15.00 S6,120.00 3. 04/18/2025 Deschutes County- Equipment 7hrs per day 210 S140.00 $29,400.00 Usage (Skid Steer) 4. 04118/2025 Deschutes County- Equipment 7hrs per day 210 $140.00 $29,400.00 Usage (Skid Steer) 5. 04/18/2025 Deschutes County Equipment 5 Trucks/Dump Trailer per day 255 $125.00 $31,875.00 Usage (Truck/Dump Trailer) 6. 04/18/2025 Deschutes County- Equipment dismantle structures 20 $170.00 $3,400.00 Usage (Mini- Excavator) 7. 04/18/2025 Deschutes County- Bio Buckets Bio Bucket- Human Waste 340 $30.00 $10,200.00 8. 04/18/2025 Deschutes County- Appliance propane tanks, refrigerators, $10.000.00 $10,000.00 Recycle microwaves, tires, bio hazard 9. 04/18/2025 Deschutes County- Waste Disposal 5 dump loads per day cost + $75 255 $275.00 $70,125.00 10. 04/18/2025 RV Dismantle 20 $900.00 $18,000.00 Total $528,290.00 r�NN"MWNWMmwr�m"M"M"mNin..Iav-4.qtmr4NNN,q CY) w V4 q* rl% N CO Tq TI N CO CV) r-I TI U) C) V--i (D CD LO N LO r-I C) M (D T-1 rH O CD CD w 0 w CD N CD m CD CD CD r-I M r-I a CD C*4 r-I T-4 CD r-I 04 r-I N R* r� r-I C� IZT w N N M r-I r- CD N CD 0 CD CD w r-I N U') C) N C) N C) CY) 0 NN r-I C) 0 Cl) LO (D 0 11* w N w N 0 r- O r I 0 0 0 0 II:T 0 r-I 0 r-I r-I 0 r-I 0 N 0 0 0 04 C14 IZT lzt Q CY) 04 04 N C) CD a) r-N m N � r-i w w Cl C) CD r-q CD m CD w CD r-I CV) CN a CD C) r-I (D CD CD CD C14 r-i r-I N Q N 04 %-4 00 (D C) N m w w r-I r-I N (D rH 0 C) 0 C) r-I 0 w N w 0 rH C) V-q r-I N w CD r-i N (14 r1 00 r-I N r-i Q r-I C-4 CD LOON V-q0orHLor-i or-i N C14 I;T Q r-i N m. 0 0 0 0) .0 O 'on 0- 0 > a) a L) m = 0 (n 0 E 0 N0 W > Q. Z 3: .0.0 (1) CM (V CD �DD C-) , U- 0 co E 4� 0 E CL Y 0 'i7, E Ojo m 5 .3 cu 2O 0 () V) 0 W (n U, cc: CL >� m m w w c CD cc a)O E W 0 -oo E on 0 _j ob -0 .11 Q, In x 0 0 0 O. >� = "" woo" =XMM .— cu o < < a In a 0 a 0 uj 0 m 0>"CDWME4m',Iml 0. CC V) U) (n V) (n (n Cl) M M O rOi Ie CO ® CO r9 CV �h w r-i N m 0 0 Ct 0 0 a8 N r-I r-I N N Ltd r-i O CO CO N e-i CO O r q LO m 00 O N ch N O S co O O CO CM CV — O r'i m z-i r-! O r-i r-i O LO co d N O M r� r-1 m N N d' f- r-i O CV) Ln ri M O w CD CDr—i M r-4 CDW 04 i.i C O � bb a 0 ® Gs �t cn v v N N 2 P �o 0 m W v U ^L,+ W E CL LLJ 0 =! V U cwj 0 m U J C 0 -0 U 0 �� o ,��vT E S -,G, BOARD OF COMMISSIONERS MEETING DATE: April 21, 2025 SUBJECT: Community Development Department Draft FY 2025-26 Work Plan / Work Session RECOMMENDED MOTION: N/A —information only. BACKGROUND AND POLICY IMPLICATIONS: On April 21, the Community Development Department (CDD) will prepare the Board of County Commissioners for a May 7 public hearing on the department's Draft FY 2025-26 Work Plan and 2024 Annual Report. During the work session, CDD's management team will briefly highlight certain projects. BUDGET IMPACTS: None ATTENDANCE: Peter Gutowsky, CDD Director Randy Scheid, Building Official Todd Cleveland, Onsite Wastewater Manager Angela Havniear, Administrative Manager Anthony Raguine, Principal Planner MEMORANDUM TO: Deschutes County Board of Commissioners FROM: Peter Gutowsky, AICP, Director Management Team DATE: April 21, 2025 SUBJECT: Draft Fiscal Year (FY) 2025-26 Work Plan and 2024 Annual Report / Work Session SUMMARY On April 21, the Community Development Department (CDD) will prepare the Board of County Commissioners (Board) for a May 7 public hearing on the department's Draft FY 2025-26 Work Plan and 2024 Annual Report (Attachment). During the work session, CDD's management team will briefly highlight certain projects. II. BACKGROUND Each spring, CDD prepares a work plan describing projects for the upcoming fiscal year. It provides an opportunity for the Planning Commission, Historic Landmarks Commission (HLC), residents, customers, partner agencies, and the Board to offer input, including additions and modifications. The work plan describes the most important projects in each division based on: 1. Board annual goals and policies. 3. Changes in state law. 2. Carry-over projects from current or prior 4. Grants/funding sources. years. 5. Public comments. It also provides context for prioritizing and initiating new projects that arise during the year. The foundations of the work plan include: • Sustaining high customer service levels. Continuing to improve CDD's website and other electronic services to enhance efficiency and service delivery. • Implementing robust long range planning projects. III. PLANNING COMMISSION RECOMMENDATION The Planning Commission conducted a public hearing on the Planning Division Work Plan on March 27 and received two comments, one requesting a Deschutes River Woods Community Plan, the other emphasizing more code enforcement resources. Deliberations occurred on April 10. Staff utilized three tables, described below, to facilitate a recommendation. Considering the priority projects listed in Table 1, the Planning Commission ranked in order of importance, dark skies #1, natural hazard planning #2, and Newberry Country Plan Update #3.1 They endorsed all the projects listed in Tables 2 and 3, considering them noteworthy for the community. To the extent that resources become available, they also support convening panel discussions, prioritizing water resources and regional housing discussions, ahead of other suggestions such as destination resorts, a high desert zone concept, and wildlife. IV. PRIORITY PROJECTS Table 1 captures priority discretionary and nondiscretionary projects that are supported by the Board and Planning Commission, grant funded, or in process. These projects in their totality are "significant," requiring staffing resources that span 6 to 12 months or longer. Table 1— Priority Discretionary and Non -discretionary Projects Priority Projects 1. Current Planning Z 4. Newberry Country Plan Update 2. Comprehensive Plan 2040 Reconsideration 5. Natural Resource and Hazard Planning 3. Clear and Objective Standards for Housing 6. Dark Skies Table 2 identifies ongoing Planning Division operational responsibilities, regional coordination duties, and code maintenance tasks. These projects in their totality range from "minor" to "moderate," requiring staffing resources that span 4 to 8 months to complete. Table 2 — Operational Responsibilities, Coordination Duties, and Code Maintenance Category Projects 1. Destination resort and overnight lodging reporting. 2. Marijuana inspections. Operational 3. Population estimates and forecasting. Responsibilities 4. Staffing HLC, Bicycle and Pedestrian Advisory Committee, and Deschutes River Mitigation and Enhancement Committee. 5. 2026 Legislative Short Session. 6. Interdepartmental coordination (new landfill siting, etc.). 1 The Planning Commission recognized that Current Planning, the Comp Plan Update, and Clear and Objective Standards are mandatory and currently consume significant staff resources. 2 Current Planning responsibilities are non -discretionary. Local land use decisions are subject to specific deadlines per state law. ORS 215.427. -2- Category Projects 7. City of Bend Coordination • Coordinate growth management issues, including technical analyses related to housing and employment needs, and SB 1537, an expedited UGB amendment for affordable and work force housing. • Coordinate with the Bend Park and Recreation District for the development of park space in SE Bend. 8. City of La Pine Coordination • Participate in La Pine 2045 Comprehensive Plan Update process. • Participate with Deschutes County Property Management and the City of La Pine to update Newberry Neighborhood comprehensive plan designations, master plan, and implementing regulations. • Coordinate transportation impacts and long-range planning for County -owned right-of-way facilities located within city limits. 9. City of Redmond' Coordination • Coordinate growth management issues, including technical analyses related to housing, employment needs, and planning efforts for the McVey Interchange on South Highway 97. • Update the Joint Management Agreement and Urban Holding zone per HB 3197. 10. City of Sisters Coordination • Participate in the implementation of Sisters Country Vision Plan, City of Sisters Comprehensive Plan Update, and UGB Expansion process. Coordination Duties 0 Coordinate on urbanization related code amendment projects. 11. Transportation Planning • Process road naming requests associated with certain types of development on a semi-annual basis. • Administer the County's Transportation System Development Credit program. • Coordinate with Bend Metropolitan Planning Organization on regional projects and planning. • Coordinate with the Oregon Department of Transportation on roadway projects and interchange area management plans. • Coordinate internal review of Deschutes County Code (DCC) Title 17 code amendments related to land divisions, road improvements, and transportation impacts to ensure compliance with HB 3197. • Provide updated traffic data for the ongoing Newberry Country Plan update. 12. Housing Strategies. • Amend DCC to define family for unrelated persons HB 2538, non -familial Individuals. • Explore options and approaches to address rural housing and homelessness as allowed under state law. 13. Department of Land Conservation and Development Rulemaking • Monitor rulemaking as it pertains to Goal 5 — Cultural Areas, Farm and Forest Conservation Program Improvements, and Eastern Oregon Solar Siting. 14. Initiate legislative amendments to the Comprehensive Plan and Zoning Code as needed. 15. Housekeeping Amendments Code Maintenance • Initiate Comprehensive Plan and/or Zoning Text amendments to comply with and implement new or revised state laws. -3- Table 3 lists discretionary zoning text tm<endrnent.. These are "lower" priority projects, requiring staffing resources that span 4 to 12 months or longei to complete. All of the text a tiendments carryover from 2024. Table B — Low Priority Zoning Text Amendments Category I Projects 1. Allow "self -serve" farm stands in Rural residential Exception Areas Comply with House Bill 3109 (2021) pertaining to establishment of childcare facilities in industrial zones. 2. Childcare facilities in Industrial Zones 3. Define family for unrelated persons per HB 2538 (Non -familial Individuals). 4. Forest Zone Code —Review for compliance with Oregon Administrative Rule. 5. Lot Line Adjustments and Re -platting. Zoning Text 6. Medical Hardship Dwellings —review for consistency with state law. Amendments 7. Minor variance 10% lot area rule for farm and forest zoned properties. 8. Outdoor Mass Gatherings update. 9. Section 6409(a) of the Spectrum Act (Wireless Telecommunication Amendments). 10. Sign code to become consistent with federal law. 11. Title 19, 20, 21—Language related to Class I, II, and III road projects as allowed uses. 12. Title 22—Procedures Ordinance for consistency with state law and planning department interpretations. 13. Wetland Regulation Clarification for Irrigation or Artificially Created Wetlands. V. BOARD PUBLIC HEARING The Board will conduct a public hearing on the Draft FY 2025-26 Work Plan on May 7 and ultimately prioritize projects based on their annual goals and objectives as planning resources become available. Public comments are invited and welcome. Written and email comments should be sent to Peter.Gutowskv@deschutes.org. CDD coordinated with Administration to issue a press release announcing this public hearing. Attachment: CDD Draft FY 2025-26 Work Plan & 2024 Annual Report 111221 �-ACOMMUNITY woo 1 DEVELOPMENT loe MW FY 2025-26 Work Plan & 2024 Annual Report 117 NW Lafayette Avenue P.O. Box 6005 Bend, OR 97703 www.deschutes.org/cd (541) 388-6575 Building Safety Code Enforcement Coordinated Services Onsite Wastewater Planning Introduction....................................................................................................................... 4 MissionStatement............................................................................................ 4 Purpose............................................................................................................. 4 Adoption........................................................................................................... 4 Elected & Appointed Officials.......................................................................................... 5 Board of County Commissioners FY 2025-2026 Goals & Objectives ....................... 6 PopulationGrowth............................................................................................................ 8 Budget& Organization....................................................................................................... 9 FiscalIssues...................................................................................................... 9 OperationalChallenges................................................................................... 9 BudgetSummary .......................................................................................... 10 StaffSummary.............................................................................................. 10 OrganizationalChart......................................................................................10 PerformanceManagement........................................................................................... 11 2024 Performance Management Results .................................................... 11 2024 Year in Review .......................................................................................13 2025-2026 Performance Measures By Division .......................................... 13 BuildingSafety.............................................................................................. 13 CodeEnforcement........................................................................................ 13 CoordinatedServices......................................................................................13 Onsite Wastewater........................................................................................ 13 Planning...........................................................................................................14 AdministrativeServices...................................................................................................15 Overview......................................................................................................... 15 2024 Year in Review...................................................................................... 15 2025-26 Work Plan Projects......................................................................... 15 BuildingSafety.................................................................................................................. 16 Overview......................................................................................................... 16 2024 Year In Review...................................................................................... 16 2025-26 Work Plan Projects......................................................................... 18 CodeEnforcement...........................................................................................................19 Overview......................................................................................................... 19 2024 Year in Review....................................................................................... 19 2025-26 Work Plan Projects........................................................................ 20 CoordinatedServices...................................................................................................... 22 Overview......................................................................................................... 22 2024 Year in Review...................................................................................... 22 2025-26 Work Plan Projects........................................................................ 22 OnsiteWastewater.......................................................................................................... 23 Overview......................................................................................................... 23 2024 Year in Review...................................................................................... 23 2025-26 Work Plan Projects........................................................................ 25 Planning............................................................................................................................. 26 Overview......................................................................................................... 26 CurrentPlanning........................................................................................... 26 Long Range Planning.................................................................................... 26 Transportation Planning................................................................................26 Floodplain & Wetlands Planning................................................................. 26 2024 Year in Review...................................................................................... 27 2025-26 Work Plan Projects........................................................................ 32 Community Involvement Report.................................................................................. 36 Community Development Mission Statement The Community Development Department (CDD) facilitates orderly growth and development in Deschutes County through coordinated programs of Building Safety, Code Enforcement, Coordinated Services, Onsite Wastewater, Planning, and education and service to the public. Purpose The Fiscal Year (FY) 2025-26 Work Plan and 2024 Annual Report highlight the department's goals, objectives, and accomplishments and are developed to: • Report on achievements and performance. • Implement the Board of County Commissioners (BOCC) goals and objectives. • Implement the Deschutes County Customer Service "Every Time" Standards. • Effectively and efficiently manage organizational assets, capabilities and finances. • Fulfill the department's regulatory compliance requirements. • Address changes in state law. • Enhance the county as a safe, sustainable and highly desirable place to live, work, learn, recreate, visit and more. Adoption The BOCC adopted this report on June XX, 2025, after considering public, stakeholder and partner organization input and Planning Commission and Historic Landmarks Commission recommendations. The Work Plan often includes more projects than there are resources available. CDD coordinates with the BOCC throughout the year to prioritize and initiate projects. Those not initiated are often carried over to future years. 4 CDD FY 2025-26 Work Plan / 2024 Annual Report BOARD OF COUNTY COMMISSIONERS Anthony DeBone, Chair, January 2027 Patti Adair, Vice Chair, January 2027 Phil Chang, Commissioner, January 2029 COUNTY ADMINISTRATION Nick Lelack, County Administrator Whitney Hale, Deputy County Administrator Erik Kropp, Deputy County Administrator PLANNING COMMISSION Matt Cyrus -`Chair, Sisters Area, 6/30/26 Susan Altman — Vice Chair, Bend Area, 6/30/28 Nathan Hovekamp - Bend Area, 6/30/27 Kelsey Kelley — Tumalo Area, 6/30/27 Jessica Kieras — Redmond Area, 6/30/26 Mark'Stockamp - At Large, 6/30/27 Toni Williams — South County, 6/30/29 HISTORIC LANDMARKS COMMISSION Rachel Stemach — Chair, Bend Area, 3/31/28 Dennis Schmidling Vice Chair, City of Sisters, 3/31/28 Eli Ashley— At Large, 3/31 /26 Lore Christopher -At Large, 3/31 /26 Christine Hortingjones — Ex-Officio, 3/31/28 Marc Hudson— At Large, 3/31/28 Lilian Syphers—'Ex-Officio, 3/31/28 HEARINGS OFFICERS Tommy Brooks GregoryJ, Frank Alan Rappleyea Laura Westmeyer BICYCLE AND PEDESTRIAN ADVISORY COMMITTEE Jennifer Letz — Chair, Sisters, 6/30/26 David Green -- Vice Chair, At Large, 6/30/26 Wendy Holzman - At Large, 6/30/26 Mason Lacy — At Large, 6/30/26 David Roth - Bend, 6/30/26 Rachel Zakem —At Large 6/30/26 Anthony Accinelli La Pine, 6/30/27 Neil Baunsgard-Bend, 6/30/27 Diane Flowers, At Large, 6/30/27 Matt Muchna - At Large, 6/30/27 Bob Nash` —Redmond, 6/30/2027 Mark Smith — At Large, 6/30/27 5 CDD FY 2025-26 Work Plan / 2024 Annual Report Board of County Commissioners FY 2025-26 Goals & Objectives Mission Statement: Enhancing the lives of citizens by delivering quality services in a cost- effective manner. Safe Communities (SC): Protect the community through planning, preparedness, and delivery of coordinated services. Provide safe and secure communities through coordinated public safety and crisis management services. • Reduce crime and recidivism and support victim restoration and well-being through equitable engagement, prevention, reparation of harm, intervention, supervision and enforcement. • Collaborate with partners to prepare for and respond to emergencies, natural hazards and disasters. Healthy People (HP): Enhance and protect the health and well-being of communities and their residents. • Support and advance the health and safety of all Deschutes Countys residents. • Promote well-being through behavioral health and community support programs. • Ensure children, youth and families have equitable access to mental health services, housing, nutrition, child care, and education/prevention services. • Help to sustain natural resources and air and water quality in balance with other community needs. • Apply lessons learned from pandemic response, community recovery, and other emergency response events to ensure we are prepared for future events. A Resilient County (RC): Promote policies and actions that sustain and stimulate economic resilience and a strong regional workforce, • Update County land use plans and policies to promote livability, economic opportunity, disaster preparedness, and a healthy environment. • Maintain a safe, efficient and economically sustainable transportation system. Manage County assets and enhance partnerships that grow and sustain businesses, tourism, and recreation. Housing Stability and Supply (HS): Support actions to increase housing production and achieve stability. • Expand opportunities for residential development on appropriate County -owned properties. • Support actions to increase housing supply. • Collaborate with partner organizations to provide an adequate supply of short-term and permanent housing and services to address housing insecurity. 6 CDD FY 2025-26 Work Plan / 2024 Annual Report Board of County Commissioners FY 2025-26 Goals & Objectives Service Delivery (SD): Provide solution -oriented service that is cost-effective and efficient. Ensure quality service delivery through the use of innovative technology and systems. • Support and promote Deschutes County Customer Service "Every Time" standards. • Continue to enhance community participation and proactively welcome residents to engage with County programs, services and policy deliberations. • Preserve, expand and enhance capital assets, to ensure sufficient space for operational needs. • Maintain strong fiscal practices to support short and long-term County needs. • Prioritize recruitment and retention initiatives to support, sustain, and enhance County operations. 7 CDD FY 2025-26 Work Plan / 2024 Annual Report This graph provides a snapshot of the County's growth since 1960 and the 50-year Portland State University (PSU) Population Forecast for Deschutes County from 2022 through 2072. PORTLAND STATE UNIVERSITY 2022-2072 DESCHUTES COUNTY FORECAST a, � as Deschutes County 207,921 216,822 291,344 1.3% 382,813 Bend 103,296 109,525 155,066 1.6% 218,270 Redmond 37,342 39,533 57,516 1.7% 79,152 Sisters 3,437 3,799 8,049 3.1 % 15,190 La Pine 2,736 2,950 5,544 2.3% 9,061 Unincorporated 60,430 61,014 65,164 0.3% 61,140 *AAGR: Average Annual Growth Rate 8 CDD FY 2025-26 Work Plan / 2024 Annual Report Fiscal Issues • CDD experienced a modest improvement, in permitting volumes in 2024, mainly due to legislation allowing accessory dwelling units (ADUs) in rural residential areas. While single-family dwelling (SFD) permits and site evaluations increased, land use applications declined. ADU application types accounted for 4% of SFD permits, 21.2% of site evaluations, and 5% of land use applications. This initial surge in application submissions is not anticipated to continue. • Personnel cost increases are anticipated due to several key factors. These include adjustments to salaries resulting from a Pay Equity & Market Evaluation Project, which is intended to increase competitiveness in the job market, rising benefit costs, and investments in staff training to ensure exceptional service delivery. It is essential to plan for these increases to maintain our commitment to attracting and retaining top talent, which is critical to long-term success and organizational stability. • CDD responds to development inquiries, implements legislative and BOCC priorities, and supports County initiatives. Many of these require research and detailed responses without generating permits or revenue. This "non -fee generating" work, while a public good, consumes resources needed for processing applications and permits. • Issues may also arise from adapting to changes in the economy and complying with evolving legislation. Operational Challenges • Maintaining productivity amid staff resignations while completing training for new staff. In 2024, CDD welcomed 6 new staff members, saw 5 resignations, and added 2 new positions, resulting in a total of 52 FTE. Approximately 45% of staff have 5 years or less experience with the department. • Coordinating with the Human Resources Department to evaluate, propose and implement strategies to attract and retain staff in a highly competitive market. • Continue succession planning for anticipated staff retirements, with 15% of staff eligible for retirement within the next 3 to 8 years based on length of service. • Implementing new laws from the 2023, 2024, and possibly the 2025 Legislative Session. • Processing complex cases, applications, and evaluations require thorough analysis and interpretation of local and state regulations. • Addressing affordable housing by collaborating with cities, the Countys Property Manager, and other partners. • Improving the department's website and other electronic services to enhance efficiencies and service delivery. 9 CDD FY 2025-26 Work Plan / 2024 Annual Report Budget Surrimary Staff Summary Organizational Chart 10 CDD FY 2025-26 Work Plan / 2024 Annual Report CDD is committed to a comprehensive approach to managing periorinance. The department achieves its goals and objectives by strategically establishing and monitoring performance measures and then adjusting operations based on chose results. The performance measures allow staff to: • Address service delivery expectations from the perspectives of CDD's customers. • Ensure the department fulfills its regulatory responsibilities. • Efficiently and effectively manage the organization's assets, capacities and finances. • Preserve and enhance the County as a safe, sustainable and desirable place to live, work, visit, and recreate. The following graphs represent a sample of CDD's performance measures for 2024. For a complete review of performance measures, please follow this link: https://deschutes.org/cd/. 2024 Performance Management Results Community Development 1`15 SFD Dwelling Acceptance to Ready to Issue 125 120 .y"" 132 105 96 96 85 b 88� 82 �9y� 82 63 r® M 65 S9 45 25 — — — — — — — — — — — — — — — — — — ,an 2024 Mar 2024 May 2024 Iu12024 Sept 2024 Nov 2024 ——# of Days from Acceptance to Ready to Issue — — Target -30 Days Performance Measure: Complete new home permit process within 30 days from application acceptance to ready -to -issue. ,annual Average oT 86 Days - Target Not Achieved Building Safety 13 Field Inspector Average Stops per Day 12 — — — — — — — — — — — — — — — — — — 11 104 99 100 104 101 10 9 8 5 L 9.0 8.3 8.0 8 v — — — — — — — — — — — 7 5 5 Jan 2024 Mar 202-4 May 2024 )ul 2024 Sept 2024 Nov 2024 Field lnspAve Stops per Day — —Target Low -8Stops — Target High - 12 Stops Performance Measure: Achieve an average of 8 to 12 inspection stops per day, per mimudl mvefage of a.0 Mops ver uay - target Acnlevea Building Safety Residential Plan Review Turnaround in Days U-M 45 35 29.4 �j 24.4 22.3 ® 14.2 17 17 9 18 3�. 17.5 15 134 12.6 Ye -o �.. Ian 2024 Mar 2024 May 2024 Jul 2024 Sept 2024 Nov 2024 — — Target Low -B Days — — Target High -10 Days Performance Measure: Achieve average plan review turnaround time between 8 and 10 days Annual Average of 18.7 Days -Target Not Achieved 105% Building Safety Inspections Completed Same Day as Requested 100% 98.8% 98.7% 98.4% 98.0% 98.3% 99.2% — 95% 99.1% 983% 98.4% 97. 6% 98.7% 99.0% 90% — — — — — — — — — — — — — — — — — — — 8s% Jan 2024 Mar 2024 May 2024 Iu12024 Sept 2024 Nov 2024 %Building Insp Completed On Time — — Target Low -90% Target High - 100% Performance Measure: Achieve 90%to 100°% of inspections completed on same day as requested, Annual Average of 99.1 % - Target Achieved 11 CDD FY 2025-26 Work Plan / 2024 Annual Report 2024 Performance Management Results, continued Onsite Wastewater New System Permit Issuance Time 28.0 \83 23.8 23.0 18.4 18.0 16.2 _ \, 17.2 Onsite Wastewater Pre -cover Inspections Completed On Time 105% 100% 100% 100% 100% 100% 100% 100% 100% 100% 1000/ 100% - 4 95% 90%-- - - - - -- ------. 12.7 11.4 12.9 1 13.0761 ---- 8.03.1 9.9 3.0 Jan 2024 Mar 2024 May 2024 Jul 2024 Sept 2024 Nov 2024 F New Sys Permit Issue Time - - Target - 12 Days Performance Measure: Issue new onsite septic permitswithin 12 days of completed app. 1.3 85% 8 °/ 80% 75% Jan 2024 Mar 2024 May 2024 Ju12024 Sept 2024 Nov 2024 Pre -Cover Insp Completed On Time - - Target Low- 90% Target High -100% Performance Measure: Achieve 90% to 100% of pre -cover inspections completed on same Annual Average of 16.1 Days - Target Not Achieved Annual Average of 96.5% Completed - Target Achieved Current Planning Land Use Decisions With Prior Notice 95.0 95.0 89.7 85.0 75.0 69'2 61.1 60.4; 65.0 55.1 61.2 55.0 40.7 50.1 45.0 ---- ---- - - - - -- 35.0 25.5 - 25.0 ®v 15.0 16.9 5.0 Jan 2024 Mar 2024 May 2024 Jul 2024 Sept 2024 Nov 2024 -Average Days To Complete - - Target -45Days Performance Measure: Issue all administrative decisionswith noticewithin 45 days of completed application. 65.0 Current Planning 60.5 Land Use Decisions Without Prior Notice 56.4 55.0 � 43.8 45.0 41.5 1 %7 35.0 �` ry 24.8 25.6 25.7 25/ 25.0 ®, 18.9 1�.7 - ®.- - - - - - - 15.0 20.4 21.6 5.0 Jan 2o24 Mar 2024 May 2024 Jul 2024 Sept 2024 Nov 2024 .G. Average Days To Complete -- Target -21Days Performance Measure: Issue all administrative decisions without notice within 21 days of completed application. Annual Average of 55.4 Days - Target Not Achieved Annual Average of 32.2 Days -Target Not Achieved 12 CDD FY 2025-26 Work Plan / 2024 Annual Report 2024 Year in Review ✓ Continued to invest significant resources in comprehensive training and development plans for new staff. ✓ Code Enforcement transitioned to a system of reporting the number of violations rather than the total number of cases. ✓ Revised reporting to eliminate periods of time waiting for applicant responses FY 2025-26 Performance Measures By Division CDD's FY 2025-26 performance measures align the department's operations and work plan with BOCC annual goals and objectives and the County's Customer Service "Every Time" Standards. Building Safety • Achieve an average 8-12 inspection stops per business day to provide quality service. (BOCC Goal & Objective SD-1 • Achieve an average turnaround time of 8-10 business days for building plan reviews, ensuring compliance with or exceeding state requirements. (BOCC Goal & Objective SD-1) • Achieve 90-100% of inspections completed the same day as requested. (BOCC Goal & Objective SD-1) Code Enforcement • Achieve an average adjudication time of 150 business days from date of case assignment to date of adjudication. (BOCC Goal & Objective SC-1) Coordinated Services • Achieve an average turnaround time of 4 business days or fewer for permit ready -to -issue status. (BOCC Goal & Objective SD-1) Onsite Wastewater • Achieve a 95% compliance rate for Alternative Treatment Technology (ATT) Septic System Operation and Maintenance (O&M) reporting requirements to protect groundwater. (BOCC Goal & Objective HP-4) • Achieve the issuance of new onsite septic system permits within 12 business days following the submission of a complete application. (BOCC Goal & Objective SD-1) • Achieve 90-100% of pre -cover inspections completed the same day as requested. (BOCC Goal & Objective SD -I) 13 CDD FY 2025-26 Work Plan / 2024 Annual Report FY 2025-26 Performance Measures By Division, continued Planning • Issue all administrative decisions requiring notice within 45 business days and without notice within 21 business days following the submission of a complete application. (BOCC Goal & Objective SD-1) • Update Deschutes County Code (DCC) to comply with HB 3197, Clear and Objective Code Update Pro- ject, which requires clear and objective standards for housing development in rural residential excep- tion areas, unincorporated communities, and for accessory farm worker accommodations. (BOCC Goal & Objectives SC-3, HP-4, and RC-1) • Natural Resources / Natural Hazards —Develop a work plan to amend the Comprehensive Plan and County Code requiring defensible space and fire-resistant building materials per SB 762 and SB 644 — Wildfire Mitigation. (BOCC Goal & Objectives SC-3, HP-4, and RC-1) fir= 14 CDD FY 2025-26 Work Plan / 2024 Annual Report Overview Administrative Services includes the Community Development Director, Senior- Management Analyst, two Systems Analysts and an Administrative Assistant. This division oversees a variety of functions that ensure smooth and efficient operations, including departmental operations, facilities, personnel, budget, customer services, compliance, technology services, administrative support, and performance measures. 2024 Year in Review ✓ Improved business process automation through the use of Laserfiche, allowing for storage, organization and access to information digitally. ✓ Submitted a U.S. Environmental Protection Agency Community Change Grant application. ✓ Coordinated with the Human Resources Department to participate in the Oregon Pay Equity and Market Evaluation Study. ✓ Provided addressing services to the City of Redmond on contract. ✓ Facilitated division webpage updates, including an improved Code Enforcement complaint submittal process with the ability to upload photos and published application guides. FY 2025-26 Work Plan Projects • Continue to participate in a County -led effort to create a Pre -disaster Preparedness Plan. • Continue to update CDD's Continuity Of Operation Plan as necessary, based on lessons learned, and ensure staff awareness of their roles and responsibilities during an emergency. • Coordinate with the Human Resources Department to evaluate, propose and implement strategies to attract and retain staff to meet service demands in a highly competitive market. • Explore opportunities to enhance CDD's practices while maximizing operational efficiency in a cost- effective manner. • Continue improving CDD's customer -centric website. Enhanced content will help customers understand policies and procedures, guide them through the development process in Deschutes County, and expand online instructions. • Initiate a computer equipment replacement initiative over a three-year period ensuring operational efficiency and improved technological advancement. • Upgrade the Onsite Wastewater Division's Operation & Maintenance O&M software system to enhance tracking capabilities and streamline processes. 15 CDD FY 2025-26 Work Plan / 2024 Annual Report Overview Building Safety includes a Building Official, Assistant Building Official and thirteen Building Safety Inspectors. The division ensures structures are constructed, maintained, and used in compliance with applicable safety standards through consistent application of state and federal building codes and public education. It offers construction plan reviews, consultations, and inspections in the rural county and cities of Sisters and La Pine. Additionally, it provides services to Lake, Jefferson, Klamath, and Crook counties, the cities of Bend, Redmond, and the State of Oregon Building Codes Division, as needed. 2024 Year in Review ✓ Issued 423 new single-family dwelling permits. The distribution of these new homes for Deschutes County's building jurisdiction included: — Rural/unincorporated areas: 270 — City of La Pine: 90 — City of Sisters: 63 ✓ Completed inspections on major projects such as: — Zero lot line single-family dwellings in Sisters Sunset Meadows Subdivision — Single-family dwellings in La Pine's Reserve in the Pines Subdivision — Licensed in -home family care facilities change of use ✓ Completed major building plan reviews for: — Air Traffic Control Tower at Bend Airport — Sunset Meadows Apartment Complex in Sisters — Walgreens in La Pine — Multiple Medical Clinic Tenant Improvements in La Pine — Sisters Parks and Recreation Facility change of use 16 CDD FY 2025-26 Work Plan / 2024 Annual Report 2024 Year in Review, continued ✓ Participated in SB 1013, RV's as residential dwelling discussions. ✓ Provided A -level commercial electrical and plumbing inspections for the City of Redmond. ✓ Participated in Central Oregon's International Code Council Chapter meetings. ✓ Created a Master Permit Program Policy for the cities of Sisters and La Pine for single -contractor subdivisions. ✓ Developed Commercial Permit Application Guides for webpage update. ✓ Participated on the Oregon Building Officials Association Board of Directors. ✓ Utilized iPad's for field inspectors to access electronically, codes and development plans. ✓ Ensured staff are fully certified residential inspectors. New Single Family Dwelling Permits Issued 17 CDD FY 2025-26 Work Plan / 2024 Annual Report FY 2025-26 Work Plan Projects • Continue succession planning in anticipation of future retirements and explore staffing needs, such as obtaining additional certifications to enhance department efficiencies. • Update informational brochures, handouts, and forms (e.g., accessory structures, special inspection agreement form, residential additional energy measure). Coordinate with the Human Resources Department to evaluate, propose and implement strategies to attract and retain staff to meet increasing service demands in a highly competitive market. Explore options for monthly A - level certification stipends. • Promote video inspections for difficult - to -access areas, such as underfloor areas that are covered. Air Traffic Control Tower under construction, 2024, Bend Municipal Airport 18 CDD FY 2025-26 Work Plan / 2024 Annual Report Overview Code Enforcement includes an Administrative Manager, four Code Enforcement Specialists, which includes one as Lead. They are supported by a Deschutes County Sheriffs Office (DCSO) deputy and CDD divisions. The division plays a critical role in maintaining public health and safety through code violation investigations related to land use, onsite wastewater systems, building, and solid waste codes. The division also collaborates with the cities of La Pine and Sisters for building code violations under the Building Safety program. The primary goal is to achieve voluntary compliance, with unresolved cases taken to Circuit Court, justice Court or an Administrative Hearing. The program continues to refine its procedures, improving cost recovery through citations, and coordinating county abatement plans for chronic nuisances and public health issues. 2024 Year in Review ✓ Received 651 new cases and resolved 563 during the year. ✓ Created a Code Enforcement Specialist II classification to promote career advancement and staff retention. ✓ Analyzed the Code Enforcement program and revised procedures to improve case assignment, management, and proceedings. ✓ Partnered with county departments to resolve difficult cases, ensuring efficient operations and avoiding overlapping efforts. ✓ Utilized the designated DCSO deputy for site visits for enforcement and safety measures. ✓ Presented code enforcement statistics at the annual Cannabis Advisory Committee meeting to demonstrate its partnership with the DCSO. ✓ Updated its webpage to include frequently asked questions. ✓ Updated the Code Enforcement Policy and Procedures Manual. ✓ Revised the new hire training program. ✓ Processed one Noxious Weed complaint compared to seven in 2023. ✓ Completed two property abatements to ensure public health and safety of the community. ✓ Revised online compliant submittal process to include ability to attach photos, geographic information system (GIS) data, and communication to improve efficiency and record keeping. ✓ Eliminated onsite wastewater O&M reporting delinquencies as an enforceable code violation. ✓ Created performance measure for case adjudication. ✓ Improved workflows to track medical hardship temporary use permits and property abatements. ✓ Enhanced internal dashboard reporting. 19 CDD FY 2025-26 Work Plan / 2024 Annual Report FY 2025-26 Work Plan Projects • Improve methods of communication with complainants regarding case status and case closure. • Improve public education through webpage updates and public education opportunities. • Update the Policy and Procedures Manual to include the property abatement process. • Amend DCC 15.04 Dangerous Building Abatement, if needed. • Coordinate with the Human Resources Department to evaluate, propose and implement strategies to attract and retain staff to meet service demands in a highly competitive market. • Amend DCC 1.16 Abatement language to include appeal processes. • Issue a Request for Proposal (RFP) for property abatement professional services. Annual Cases opened and Closed ow 1 20 CDD FY 2025-26 Work Plan / 2024 Annual Report Before compliance: After compliance: UNION 21 CDD FY 2025-26 Work Plan / 2024 Annual Report Overview Coordinated Services includes an Administrative Manager, Administrative Supervisor, three Permit Technician II's, one as Lead, and four Permit Technician I's. ]-his division provides permitting and front-line direct services to customers. It ensures accurate information, minimal wait times, and efficient operation of the front counter and online services while coordinating with all divisions. 2024 Year in Review ✓ Managed 30,600 permit notifications, responded to 11,000 emails and 5,800 telephone calls, and facilitated 4,600 in -person interactions. ✓ Staff provided exceptional customer service to in -person customers as well as virtually through the Accela online portal. ✓ Reinstated a Lead Permit Technician to facilitate staff trainings and manage complex workload demands. ✓ Participated in webpage updates. ✓ Improved processes to create efficiencies and address staffing shortages. ✓ Developed a review process for transient room tax applications, ensuring compliance with zoning and building requirements. FY 2025-26 Work Plan Projects • Revise the decommissioning plan process and procedure, and create a new record type to track completion. • Revise internal process and procedure for legitimizing unpermitted structures. • Develop a list of commonly required inspections by project type to assist customers with scheduling inspections. • Coordinate with the Road Department to enhance driveway access permit processes. 111111111 mill I I'm IIIII III Ellin 22 CDD FY 2025-26 Work Plan / 2024 Annual Report Overview Onsite Wastewater includes an Onsite Wastewater Manager, Onsite Wastewater Specialist III, and two Onsite Wastewater Specialists II's. The division regulates septic systems to ensure state compliance and environmental factors for public health and resource protection. They provide site evaluations, design reviews, permitting, inspections, technical assistance, and coordination with the Oregon Department of Environmental Quality (DEQ). Staff inspect sewage pumper trucks, report on existing wastewater systems, maintain an operation and maintenance (O&M) tracking system, provide public information on wastewater regulations, and investigate sewage hazards. They also work proactively to protect groundwater, collaborating with DEQ on permitting systems in southern Deschutes County. 2024 Year in Review ✓ Assessed 184 sites for onsite wastewater treatment and dispersal systems, and issued 723 permits and authorizations for new and existing onsite treatment and dispersal systems. Applications continued to increase in their complexity and technical requirements. ✓ Repaired 240 failing or substandard systems, correcting sewage health hazards and protecting public health and the environment. ✓ Provided 21 property owners in South County with rebates of $3,750 per property for upgrading conventional onsite wastewater treatment systems to nitrogen -reducing pollution reduction systems. ✓ Provided technical assistance to Terrebonne Sanitary District. ✓ Monitored over 1,800 septic system maintenance contracts and annual reports for 0&M requirements. ✓ Worked with DEQ on permitting protective onsite wastewater systems in South County. Participated in several variance hearings for modified advanced treatment systems on severely limited sites. ✓ Supported and provided technical assistance for Central Oregon Intergovernmental Council (COIC) in reviewing applications for DEQ Onsite Financial Aid Program. The COIC program has assisted dozens of property owners needing septic system repairs. ✓ Updated webpage to enhance community information and guidance. ✓ Improved O&M processes to enhance efficiencies, simplify annual billing, and increase accuracy. 23 CDD FY 2025-26 Work Plan / 2024 Annual Report Onsite Permits Issued 24 CDD FY 2025-26 Work Plan / 2024 Annual Report FY 2025-26 Work Plan Projects • Collaborate with DEQ on planning and funding regular well sampling events to monitor changes in water quality in South County. • Participate in the Upper Deschutes Agricultural Water Quality Management Area Local Advisory Committee. • Participate in the Oregon DEQ Rule Advisory Committee (RAC) for proposed rule revisions. • Support and train for newly approved ATT systems that demonstrate nitrogen reducing ability. • Continue offering financial assistance opportunities to South County property owners to upgrade conventional systems to nitrogen -reducing pollution reduction systems through Nitrogen -Reducing System Rebates and the Neighborlmpact Non -conforming Loan Program. • Review groundwater protection policies for South County and continue reviewing variance applications in high risk areas with DEQ onsite staff to ensure water resources are protected. • Prepare for the sale of County properties within the Newberry Neighborhood in La Pine and manage funds in the Groundwater Protection Fund. Review ongoing financial assistance, explore new opportunities and potential creation of a financial advisory committee. • Provide technical assistance support for the Terrebonne Sanitary District and Tumalo Basin Sewer District. • Coordinate with the Planning Division regarding land use applications and code amendments that impact onsite wastewater processes. • Coordinate with CDD Divisions to implement SB 1013, RV's as rental dwellings. • Update webpage for groundwater protection information. • Improve the 0&M program by for service providers to upload annual reports. Coordinate with DEQ on statewide O&M improvements. • Participate in the O&M software system upgrade to enhance tracking capabilities and streamline processes. • Develop plans with DEQ and BOCC to address nitrate pollution in South County. • Provide guidance to the public and during pre -application meetings for Accessory Dwelling Unit projects. • Support staff in obtaining Professional Soils Scientist Certification to strengthen technical skills and the division. • Coordinate with the Human Resources Department to evaluate, propose and implement strategies to attract and retain staff to meet service demands. 25 CDD FY 2025-26 Work Plan / 2024 Annual Report Overview Planning includes a Planning Director, Planning Manager, two Principal Planners, two Senior Planners, three Senior Long Range Planners, one Senior Transportation Planner, two Associate Planners, and one Assistant Planner. The division consists of two areas: Current Planning, which processes land use applications and provides public information, and Long Range Planning, which updates the comprehensive plan, county code, and handles special projects. Current Planning Reviews land use applications for compliance with Deschutes County Code (DCC) and state law, including zoning, subdivision, and development regulations, and facilitating public hearings. Staff verify compliance for building permit and septic applications; coordinate with Code Enforcement on complaints and permit conditions; perform road naming duties; provide assistance at the counter, by phone, and via email. Long Range Planning Conducts long-range planning including land use policy with the BOCC, Planning Commission, community, and partner organizations. Updates the Comprehensive Plan and zoning regulations, coordinates regional planning projects, including population forecasts with Portland State University and cities, monitors legislative sessions, and serves on local, regional, and statewide committees focused on transportation, natural resources, growth management, and economic development. Transportation Planning Provides comments and expertise on land use applications and calculates System Development Charges (SDC); advises on traffic issues for permitted events; participates in the County Capital Improvement process; applies for grants for bicycle and pedestrian facilities; coordinates with the Bicycle and Pedestrian Advisory Committee (BPAC); participates in Oregon Department of Transportation (ODOT) refinement planning; coordinates road issues with Bureau of Land Management (BLM) and the United States Forest Service (USFS); and serves on local and regional transportation committees, including BPAC, the Bend Metropolitan Planning Organization Technical Advisory Committee (TAC), and Central Oregon Area Commission on Transportation TAC. Floodplain & Wetlands Planning Provides expertise on land use applications, code enforcement, and property inquiries in floodplain and wetland areas. Staff, certified as Floodplain Managers, offers up-to-date information on Federal Emergency Management Agency (FEMA) regulations, surveying, and construction requirements. Coordination is often needed with FEMA, US Army Corps of Engineers, Oregon Department of State Lands (DSL), Oregon Department of Fish and Wildlife (ODFW), and USFS. 26 CDD FY 2025-26 Work Plan / 2024 Annual Report 2024 Year in Review ✓ Counter coverage averaged 205 customer visits a month compared to 188 in 2023. ✓ Received 660 land use applications compared to 685 in 2023, a decrease of 3.6% from prior year. ✓ The Planning Division received one non -farm dwelling application compared with seven in 2023. ✓ Seven final plats were recorded in 2024 or are in the process of being recorded, creating a total of 13 residential lots or parcels. Land Use Applications Received 27 CDD FY 2025-26 Work Plan / 2024 Annual Report 2024 Year in Review, continued Thirteen land use projects, encompassing 26 land use applications, were reviewed by Hearings Officers compared to 23 in 2023. They include: ✓ Plan Amendment/Zone Change from Exclusive Farm Use to Non -Resource Zoning (5) ✓ Plan Amendment/Zone Change from Exclusive Farm Use to Rural Industrial Zoning (1) ✓ Farm Dwelling (1) ✓ Non -Farm Dwelling (4) ✓ Psilocybin Manufacturing and/or Service Center (2) The BOCC conducted 8 quasi-judicial land use hearings or proceedings compared to 23 during 2023. ✓ Appeals declined for review by the BOCC (4) ✓ Improvement Agreements (1) ✓ Psilocybin Service Center (1) ✓ Commercial Activity in Conjunction with Farm Use for a Winery (1) ✓ Plan Amendment Zone Changes from Exclusive Farm Use to Non -Resource Zones (3) ✓ Plan Amendment Zone Changes from Surface Mining to Non -Resource Zones (1) ✓ Plan Amendment Zone Changes from Exclusive Farm Use to Rural Industrial (1) 28 CDD FY 2025-26 Work Plan / 2024 Annual Report 2024 Year in Review, continued Legislative Amendments The BOCC adopted: ✓ 2024 Housekeeping Amendments —Incorporated updates from rulemaking at the state level through amendments to Oregon Revised Statutes (ORS) and Oregon Administrative Rules (OAR), and minor revisions to Deschutes County Code. ✓ Wildfire Hazard Building Code Amendment —Corrected terminology that would have required wildfire hardening building codes for all properties located in the Deschutes County Wildfire Hazard Zone. This amendment was required based on adoption of new state standards to the Oregon Residential Specialty Code. ✓ Bend Airport Air Traffic Control Tower Amendments —Updates allowed for the establishment of an air traffic control tower as an outright permitted use with a maximum height of 115 feet. ✓ Two applicant -initiated text amendments related to mini -storage in the Multiple Use Agricultural zone were processed but ultimately not adopted by the BOCC following the public hearing process. Deschutes 2020-2040 Transportation System Plan (TSP) Update The TSP, adopted in February 2024, produced a list of prioritized transportation projects, updated goals and policies, changes to functional classifications of selected county roads, improved bicycle and pedestrian facilities, increased transit stops in unincorporated communities, and overall improvement to the county's transportation system. Deschutes 2040 comprehensive Plan Update Planning staff began updating the Comprehensive Plan in 2022. Following an extensive community outreach process, the project was completed in October 2024. Notable accomplishments include: ✓ Met with the Planning Commission three (3) times to deliberate and compile recommended edits to the draft document. ✓ Held four (4) public hearings before the BOCC in Bend, Sunriver, and Sisters. ✓ Held five (5) deliberation meetings with the BOCC to review public input and potential changes to the final document. ✓ The document was officially adopted on October 2, 2024 but was subsequently appealed to the Land Use Board of Appeals. ✓ An action plan to implement the Comprehensive Plan is under development. This document will provide short and long-term actions to inform the department's annual work plan. 29 CDD FY 2025-26 Work Plan / 2024 Annual Report 2024 Year in Review, continued Grants Certified Local Government (CLG) Grant Planning staff administered an18-month $5,500 CLG Grant from the State Historic Preservation Office (SHPO) to assist Deschutes County with its historic preservation programs. This grant cycle concluded in August 2024. Housing Planning Assistance Grant In 2023, the Oregon Department of Land, Conservation and Development (DLCD) awarded the department a consultant contract through its Planning Assistance Grant program. The consultant, hired by DLCD, is aiding staff in its clear and ob- jective code update project. Coordination with Other Jurisdictions, Agencies and Committees Bicycle and Pedestrian Advisory Committee (BPAC) BPAC met 12 times, commenting on regional Transportation System Plan updates, trail connections between cities and recreation areas, bicycle and pedestrian safety issues and ODOT projects, among others The committee underwent several personnel changes, including resignation of its longtime chair and election of a new chair and vice chair. Oregon Department of Transportation (ODOT) Participated in Baker Road -Lava Butte Multi -use Path and Lava Butte -La Pine Multi -use Path TAC; Baker Road Interchange Area Management Plan TAC; quarterly meetings with ODOT, Road Department, and cities of Bend and Redmond to review traffic modeling needs; stakeholder committee for ODOT study on wildlife passages for US Hwy 20 between Bend and Santiam Pass; Transportation Planning and Analysis traffic modeling discussion; US Hwy 97 Safety Study coordination; and US Hwy 20 (Greenwood Ave.) 3rd Street / Powell Butte Hwy Refinement Plan. Deschutes River Mitigation and Enhancement Committee Convened two Deschutes River Mitigation and Enhancement Committee meetings to adopt a work plan, budget for mitigation funds, and receive updates from ODFW and COIC and other key agency and nonprofit partners. In June, the group held a "monitoring-palooza" event to share information on monitoring efforts in the basin. Newberry Regional Partnership Coordinated with public and private citizens in developing a community vision for southern Deschutes County. 30 CDD FY 2025-26 Work Plan / 2024 Annual Report 2024 Year in Review, continued Coordination with Other Jurisdictions, Agencies and Committees City of Bend —Coordinated with City staff regarding: ✓ Bend Airport Master Plan Update ✓ Bend Airport Control Tower Text Amendment ✓ Bend Urban Growth Boundary (UGB) Amendment / House Bill (HB) 4079 / Affordable Housing Project ✓ Long-term Planning for the Outback Water Filtration Facility ✓ Bend Metropolitan Planning Organization TAC ✓ Bend UGB Amendment / HB 3318 / Stevens Road Tract ✓ Applicant -initiated text amendments related to mini -storage in the MUA-10 zone (2) within 2,500 feet of Bend's UGB. City of La Pine —Coordinated with City staff regarding: ✓ Land use applications for effects on county road system. ✓ La Pine 2045 Comprehensive Plan Update ✓ Newberry Neighborhood comprehensive plan designations, master plan and implementing regulation. City of Redmond —Coordinated with City staff regarding: ✓ CORE3—Plan amendment Zone Change and UGB Amendment for a dedicated, multi -agency coordination center for emergency operations and training led by COIC. ✓ Redmond Wetlands Complex —Relocation and expansion of wastewater treatment plant. ✓ Update Airport Safety Zone associated with the Redmond Airport Master Plan Update. City of Sisters —Coordinated with City staff regarding: ✓ Participation in the implementation of Sisters Country Vision Plan and Sisters Comprehensive Plan. ✓ Participation in the City's UGB expansion process. Deschutes County ✓ Provided updates to BOCC regarding Senate Bill (SB) 391 Rural ADUs, SB 762 Wildfire Mitigation, wildlife inventories produced by ODFW, Portland State University population updates, short-term rentals, Tumalo Community Plan (TCP) update and dark skies project. Oregon Department of Forestry (ODF) ✓ Coordinated with ODF and the Office of the State Fire Marshall on the release of the State Wildfire Hazard Map as outlined in SB 762 and SB 80. Bend Parks and Recreation District (BPRD) ✓ Coordinated with BPRD on mid-term update to district's Comprehensive Plan and Park Search Map NOWN 31 CDD FY 2025-26 Work Plan / 2024 Annual Report FY 2025-26 Work Plan Projects Development Review • Respond to phone and email customer inquiries within 48 to 72 hours. • Conduct pre -application meetings and respond to customer inquiries (counter, phones, and emails). • Issue all administrative (staff) decisions for land use actions that do not require prior notice within 21 days of determination of a complete application. • Issue all administrative (staff) decisions for land use actions requiring prior notice within 45 days of determination of a complete application. • Process Hearings Officer decisions for land use actions and potential appeals to the BOCC within 150 days per State law. • Improve webpage accessibility to the public to view records associated with complex land use applications. • Coordinate with the Human Resources Department to evaluate, propose and implement strategies to attract and retain staff to meet service demands in a highly competitive market. Natural Resources • Groundwater Protection —Support efforts by DEQ and Onsite Wastewater Division to protect South County groundwater. • Natural Hazards —Pending state legislative changes and updates to Fire Risk Mapping in 2025, develop a work plan to amend the Comprehensive Plan and County Code requiring defensible space and fire- resistant building materials per SB 762 and SB 80 (2021 and 2023, Wildfire Mitigation). • Natural Hazards Mitigation Plan —Initiate recommended development code amendments. • Sage -Grouse —Continue to participate as a cooperating agency with the Bureau of Land Management. • Dark Skies Update —Revisit the county's existing outdoor lighting ordinance (DCC 15.10) and update regulations to reflect current best practices and technology. This process will guide future educational outreach materials designed to inform residents about dark skies best practices. 32 CDD FY 2025-26 Work Plan / 2024 Annual Report FY 2025-26 Work Plan Projects, continued Comprehensive Plan Update • Initiate update to Newberry Country Plan including outreach, technical coordination, collaboration with La Pine 2045 and Newberry Regional Partnership, and updates to plan goals, policies, and narrative. Transportation Planning • Process road naming requests associated with certain types of development on a semi-annual basis. • Administer the County's Transportation SDC program. • Coordinate with Bend MPO on regional projects and planning. • Coordinate with ODOT on roadway projects and interchange area management plans. • Coordinate internal review of Title 17 code amendments related to land divisions, road improvements, and transportation impacts to ensure compliance with HB 3197. • Provide updated traffic data for the ongoing Newberry Country Plan update. City of Bend Coordination Coordinate on growth management issues, including technical analyses related to housing and employment needs and SB 1537, Expedited UGB Amendment for affordable and workforce housing. Coordinate with BPRD for the development of park space in SE Bend. Coordinate on urbanization related code amendment projects. City of La Pine Coordination • Participate in La Pine 2045 Comprehensive Plan Update process. • Coordinate campground feasibility analysis on County -owned properties within city limits. • Coordinate transportation impacts and long-range planning for County -owned right-of-way facilities located within city limits. • Participate with Deschutes County Property Management and City of La Pine to update and amend the county -owned Newberry Neighborhood comprehensive plan designations, master plan, and implementing regulations. City of Redmond Coordination Coordinate implementation of their Comprehensive Plan Update. Update theJoint Management Agreement and Urban Holding zone lands per HB 3197. Coordinate planning efforts for McVey interchange on South Highway 97 to access Large Lot Industrial Lands though either a Goal Exception process or legislative equivalent. City of Sisters Coordination • Participate in the implementation of Sisters Country Vision Plan and their Comprehensive Plan and City of Sisters Comprehensive Plan Update. • Participate in the UGB Expansion process. • Coordinate on urbanization related code amendment projects. 33 CDD FY 2025-26 Work Plan / 2024 Annual Report FY 2025-26 Work Plan Projects, continued DLCD Rulemaking • Monitor rulemaking and update Deschutes County Code as it pertains to Goal 5—Cultural Areas, Farm, and Forest Conservation Program Improvements, and Eastern Oregon Solar Siting. • If required, initiate legislative amendments to the Comprehensive Plan and zoning code. Growth Management Committees • Coordinate and/or participate on Deschutes County BPAC, Project Wildfire, and Deschutes River Mitigation and Enhancement Committee. Historic Preservation—CLG Grant Administer 2025-26 CLG Grant from SHPO. Housekeeping Amendments • Initiate housekeeping amendments to ensure county code complies with state law. Housing Strategies • Amend county code to define family for unrelated persons per HB 2538 (Non -familial Individuals). • Explore options and approaches to address rural housing and homelessness as allowed under state law. Legislative Session (2025-26) • Participate in legislative or rulemaking to shape state laws that benefit Deschutes County. Planning Commission Coordination • Coordinate with the BOCC to establish strategic directions for the Planning Commission. 34 CDD FY 2025-26 Work Plan / 2024 Annual Report FY 2025-26 Work Plan Projects, continued Zoning Text Amendments • Allow "self -serve" farm stands in Rural Residential Exception Areas. • Comply with House Bill 3109 (2021) pertaining to establishment of childcare facilities in Industrial Zones. • Define family for unrelated persons per HB 2538 (Non -familial Individuals). • Forest Zone Code —Review for compliance with Oregon Administrative Rules. • Lot Line Adjustments and Re -platting. • Medical Hardship Dwellings —review for consistency with state law (in progress). • Minor variance 10% lot area rule for Farm and Forest zoned properties. • Outdoor Mass Gatherings update. • Section 6409(a) of the Spectrum Act (Wireless Telecommunication Amendments). • Sign code for consistency with federal law. • Title 19, 20, 21—Language related to Class I, II, and III road projects as allowed uses. • Title 22—Procedures Ordinance for consistency with state law and planning department interpretations. • Wetland regulation clarification for Irrigation or Artificially Created Wetlands. 35 CDD FY 2025-26 Work Plan / 2024 Annual Report 2024 Statewide Planning Goal 1, Citizen un tiesinvolvement, forc ommunay part ccities ipation�n I ndcounties use planning procitizen cessles alndment program that provides opport decisions. Land use legislation, policies, and implementation measures made by Oregonians nearly 50 years ago helped shape Oregon's urban and rural environments. Likewise, choices made today will ultimately shape these areas in the future. Successful land use planning occurs through an open and public process that provides room for informationledgathering, in 1 analysis, of the and vigorous debate. e. Deschutes County's Community Involvement program is n. This chapter identifies the County Planning Commission as the committee for citizen involvement. It also contains the County's Community Involvement goal and corresponding five policies that comply with Goal 1. This report briefly discusses the noteworthy community involvement actions undertaken by the Planning Division in 2024. The report is intended to provide county residents and stakeholders with a tool to assess its effectiveness and offer additional suggestions the County can utilize to ensure that its diverse communities remain actively involved in land use planning discussions. MOM 36 CDD FY 2025-26 Work Plan / 2024 Annual Report 2024 Year in (Review Planning Commission Convened 16 times to consider: ✓ CDD FY 2024-25 Annual Report & Work Plan ✓ Clear and Objective Housing Code Updates ✓ Dark Skies ✓ Deschutes County 2040 Comprehensive Plan Update ✓ EPA Community Change Grant Application ✓ FEMA Biological Opinion and Pre -Implementation Compliance Measures ✓ Housekeeping Amendments ✓ Mini -storage Amendment in the MUA-10 zone (2) ✓ Rural Housing Profile ✓ RV's as Rental Dwellings ✓ Sage Grouse Amendment Update ✓ Statewide Wildfire Hazard Mapping and Rules Historic Landmarks Commission (HLC) Convened 3 times to consider: ✓ CDD FY 2024-25 Annual Report & Work Plan ✓ City of Sisters Wildfire Resilience Historic Building Hardening Report ✓ CLG Grant Projects ✓ DLCD Goal 5 Cultural Areas Rulemaking ✓ Formation of Commission Subcommittees Regional Coordination ✓ joint HLC and BOCC Meeting ✓ New Commissioner Orientation ✓ SHPO Introduction ✓ Updates from Bend and Redmond Historic Landmarks Commission 37 CDD FY 2025-26 Work Plan / 2024 Annual Report �vTEs CO L G � o� A BOARD OF COMMISSIONERS BOARD OF COUNTY COMMISSIONERS MEETING 1:00 PM, MONDAY, APRIL 21, 2025 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 citizeninput@deschutes.org or leaving a voice message at 541-385-1734. When in -person comment from the public is allowed at the meeting, public comment will also be allowed via computer, phone or other virtual means. Zoom Meeting Information: This meeting may be accessed via Zoom using a phone or computer. • To join the meeting via Zoom from a computer, use this link: http://bit.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 The Board of Commissioners provides time during its public meetings for citizen input. This is an opportunity for citizens to communicate to the Commissioners on matters that are not otherwise on the agenda. Time is limited to 3 minutes. The Citizen Input platform is not available for and may not be utilized to communicate obscene or defamatory material. 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 1:00 PM Facilities Department Capital Improvement Program Update 2. 1:30 PM Treasury Report for March 2025 3. 1:45 PM Finance Report for March 2025 4. 2:05 PM Preparation for Public Hearing: Temporary Hardship Dwelling Text Amendment 5. 2:20 PM Deschutes County Property / East of Redmond / Code Enforcement Violation 6. 2:50 PM Community Development Department Draft FY 2025-26 Work Plan 7. 3:30 PM Amendment to an existing ground lease with City of Redmond 8. 3:40 PM Ground Lease with Mountain View Community Development for use of 9.48 acres in East Redmond 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. April 21, 2025 BOARD OF COUNTY COMMISSIONERS MEETING Page 2 of 3 EXECUTIVE SESSIONS 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. 9. Executive Sessions under ORS 192.660 (2) (h) Litigation and ORS 192.660 (2) (e) Real Property Negotiations !ADJOURN April 21, 2025 BOARD OF COUNTY COMMISSIONERS MEETING Page 3 of 3