HomeMy WebLinkAbout2013-12-30 Work Session MinutesDeschutes County Board of Commissioners
1300 NW Wall St., Suite 200, Bend, OR 97701-1960
(541) 388-6570 -Fax (541) 385-3202 -www.deschutes.org
MINUTES OF WORK SESSION
DESCHUTES COUNTY BOARD OF COMMISSIONERS
MONDAY, DECEMBER 30,2013
Present were Commissioners Alan Unger, Tammy Baney and Anthony DeBone.
Also present were Tom Anderson, County Administrator; Erik Kropp, Deputy
County Administrator; and, for a portion ofthe meeting, Wayne Lowry and Cheryl
Circle, Finance; Dan Despotopulos, Fair & Expo Center; Mark Pilliod, County
Counsel; SheriffLarry Blanton; DeAnn Carr, Health Department; media
representatives Elon Glucklich and Richard Coe ofThe Bulletin, and two other
citizens.
Chair Unger opened the meeting at 1:30 p.m.
1. Discussion of Proposed Grant Agreement with COY A.
Alana Hughson and Tom O'Shea of COY A (Central Oregon Visitors
Association) came to the table. Tom Anderson reviewed the transient room tax
measure increase, as approved by the voters. They have reassessed the
arrangements with COY A. The existing grant agreement is somewhat dated
and some information is no longer relevant. COY A can become more involved
in the process.
Since the 1 % increase was proposed and passed, discussion needs to take place
as to what should be done with the additional amount received over what is
expected plus this 1 % increase.
Room tax traditionally has been allocated in certain ways over time. He
reviewed the history of this arrangement. (He referred to his staffreport.)
Most of the information is in the attached table.
Minutes of Board of Commissioners' Work Session Monday, December 30, 2013
Page 1 of 11
There are three increments, and Fund 160, which was set up in the 1980's.
Policy at that time was that 20% would go to CORA (Central Oregon
Recreation Association), with the bulk of the allocation going to the Sheriff, at
$2,650,000 since that amount was needed to run the jail then.
The next increment was the 1 % in Fund 170, and now the new 1 %. He referred
to fiscal 2012-13 numbers and the allocation. There was a transfer to the Fair &
Expo Center as a budget adjustment at one time but it remained. It was reduced
by 20% while Dave Kanner was with the County.
Another amount was paid to the Sunriver Chamber of Commerce to do more
than traditional Chamber function, which was to act as a visitor center. This
had been increased. The net 20% was then transferred to CaVA.
Administrative expesnes were deducted after the CaVA expenses, with the rest
going to the Sheriff's Office. It was enhanced with general fund dollars.
Chair Unger asked why overhead is not taken out earlier. Mr. Anderson said
that the transfers to Fair & Expo are set, so the expenses can be. This helps
with reconciliation. Commissioner Baney stated that theorectically CaVA does
not pay for any of the administrative costs.
The next 1 % in Fund 170 is a straight allocation, with administrative expenses
taken out of what comes in. There is also an $82,000 payment for the old
visitors' center, which has since been paid since to the Fair & Expo. The
balance historically would go to CaVA.
The total amounts transferred in the two fiscal years were noted. In the current
year, changes were made. The total amount that was estimated to come in,
which is lower than actual for budgeting purposes, in Fund 160, was $2.2
million. It will be substantially higher. It may be higher than the $2.65 million
that is committed to the Sheriff's Office. They have never had this excess
before and a decision needs to be made as to what they should do with it.
It could go into the general fund, be made available to the Sheriff, reserves, or
to COY A. There are a series of suggestions in the staff report.
Minutes of Board of Commissioners' Work Session Monday, December 30, 2013
Page 2 of 11
In Fund 170, there was a significant change. Instead of the COVA amount
going to them, they eliminated the $82,000 and allocated more to the Fair &
Expo Center. They could follow the allocation for actual at 60/40, but there are
other ways to do it.
For next year, tying into the proposed agreement, in terms of Fund 160, he
suggested they establish the administrative expenses as coming off the top to
make them more predictable. The question of the payment to Fair & Expo
operations is to be considered; and the ongoing payment to the Sunriver
Chamber. The balance would be obligated to the Sheriffs Office.
In Fund 170, they could return to the way things were prior to this budget year.
100% would go to COVA. There is the question as to whether the $82,000 to
Fair & Expo be restored, or recognize the new 1% amount will cover that.
The new 1 % kicks in on July 1. After the administrative expense, 70% could
go to Fair & Expo for marketing, and 30% would go to the general fund, subject
to allocation of the Commissioners. In the Fiscal 2015 listing, the current
budgeted numbers are used for an example.
Chair Unger asked about administrative costs. It seems like this cost has risen.
Mr. Anderson said that last year there was an increase to staff costs that more
closely relates to actual costs.
Commissioner Baney said that if Fund 160 does not generate the amount
needed, the County backfills. One proposal could be that the excess above
budget is used for this. She is having a hard time understanding why they are
backfilling the Sheriff's Office. Mr. Anderson said it has been designated for
those purposes in the past.
Alana said that 80% was not at a point where it would cover Sheriffs Office
costs, until now. Commissioner Baney said that the 1 % goes to COVA until
they changed that this year. It has to be tourist related per the ballot measure.
The amount from the 80% that is not needed to complete the Sheriff's Office
transfer can be used from general fund for other things. The 20% has to be for
tourism.
Ms. Hughson said Mr. Anderson did a good job of showing the history and
working with the TRT group. The formula in the staff report has her complete
support.
Minutes of Board of Commissioners' Work Session Monday, December 30,2013
Page 3 of 11
Commissioner DeBone asked about the decisions to be made. Mr. Anderson
stated that some direction is needed now.
Fund 160, the $25,000 for Fair & Expo, is a remnant of the old days; will be
made this year in budget discussions. Fund 170 holds the $82,000. The Board
can decide to eliminate both from the budget since the Fair & Expo has the new
10/0. All of the 1% must be used for marketing purposes. The previous amounts
were unrestricted and could be used for anything. Dan Despotopulos said that it
was not earmarked but was used as needed. Commissioner Baney said that the
1% additional did not address capital improvement and maintenance
expenditures that will be needed.
Commissioner DeBone supports some way to get to the capital expenditures.
Commissioner Baney said that about $600,000 a year minimum (2%) should go
into reserves. She would like to see the $82,000 and $25,000 go towards this, at
least for the next few years.
Mr. Anderson stated that once the $2.65 million obligation has been met for the
Sheriff, what happens next with the excess. He noted options: general fund,
Fair & Expo and/or COVA, Sheriff's Office, or put it into reserves in case room
taxes drop.
Sheriff Blanton referred to his handout, a running total from 2009. He runs a
$39 million budget and the room tax amount is a moving target. The $2.65
million was established at the time ballot measures were sought for running the
jail. This entire fund goes to the patrol budget. Expenses have increased,
typically 5% or 6% each year. A dangerous thing is current and long-term
strategic planning and not adding patrol staff. Tourism adds some work for
them.
For every $60,000 he gets with District 2, it is 1 cent less that they have to
assess the taxpayers. In District 1, it is about $189,000. He has not raised the
tax rate from the initial $.95 and $1.40 tax rates. He could grow it to the
maximum, but does not anticipate doing so. He may need to add one detective
and some corrections staff over time. Room tax ebbs and flows, and they
cannot always depend on it. The $2.65 million has not increased although other
county budgets grew around him. He knows he has room to grow in his tax
rates but prefers not to.
Minutes of Board of Commissioners' Work Session Monday, December 30, 2013
Page 4 of 11
Chair Unger reiterated that the Sheriff appreciates the $2.65 million but wants
to benefit from the increase. Commissioner Baney says it seems like a lot of
money, when it isn't. This year is a bit of an anomaly. The amount over
budget was not anticipated. They are about $200,000 over at this point. This
may not be normal based on historical perspectives.
Mr. O'Shea said that 2009 was the worst. Sheriff Blanton stated that without
the hard work of the tourism folks, they might not have what they have now.
Mr. Anderson said the $3.172 million is about the amount collected last year.
This year may be at about $3.3 million. In 2013, the general fund requirement
was $136,000. Ifrevenue keeps climbing, it could be a lot more that will be
subject to a decision.
Ms. Hughson said this past year was a big under-projection. She supports that
tourism understands its obligation to law enforcement and they are comfortable
with how this is established. The industry supports this. They want the tourism
piece to remain whole. They are not asking for more. However, they do a good
job of getting tourists here, which benefits all. She hoped the Welcome Center
piece would be returned to them to make them whole again.
Mr. O'Shea said from the resort's perspective, most of this is coming from
conventions. There will be rate growth due to compression, as tourism
recovers. They are working towards greater volume in off-season. They are
trying to broader who they target and where.
Commissioner DeBone supports excess getting towards the Sheriffs Office, to
be discussed in the budget. However, the reserve fund is important. He sees
the connection between people being in town and patrol services. Chair Unger
reiterated this would be general fund and they can decide what to do with it
through budget discussions.
Commissioner Baney asked about making COY A whole; whether this is budget
or a percentage. With the increased revenue, they are made whole and there is
Fair & Expo reserves to consider. Ms. Hughson said that they had to dip into
their reserves when their funding was cut back this year. She understands the
importance of reserves, but don't want to have to backfill. The Expo Center
gets the new 1%, COY A gets the old 1%, but they want any gap left for the Fair
& Expo filled.
Minutes of Board of Commissioners' Work Session Monday, December 30, 2013
Page 5 of 11
They request that the growth in the 80% support this. It is a matter of where it
comes from.
Commissioner Baney said that if there is excess revenue over budget, does it go
to COV A. Ms. Hughson said that everyone benefits. If they fall short, all take
the hit. In this fiscal year, there appears to be a surplus but it really reflects
under-budgeting. Commissioner Baney asked if there is a point where the
growth should be capped.
Mr. O'Shea said all the boats rise together. The 80/20 works. The 1 % is clearly
the tourism part. The last budget was understated. The impact to the 80%
general fund will be much greater than the 20%.
Mr. Anderson stated this is the central question. Where it is set up now, 100%
of the Fund 170 goes to COVA as well as the 20% of Fund 160. The new
contract builds in a requirement that COV A come to the Board twice a year to
report in how marketing is going, based on the amount allocated to them. It
would be a performance report based on metrics. They would also make a
budget presentation on what they plan to do in the coming year. It sounds like a
blank check but it comes with deliverable reports to the Board.
Ms. Hughson said they could also show in December what has happened in the
busiest months, which will help with accurate projections. Sheriff Blanton
added that if the tax assessment increases annually, there will be inflation and
COLA, PERS and staffing costs that use that money. To status quo, he will eat
into contingency about $2 million if he does not raise the rate.
Chair Unger stated that the formula changed but tourism wants it the way it
was. The new 1 % helps the Fair & Expo now. A big challenge is how to have
operational funding at the Fair & Expo, since the 1 % is to be used for marketing
only. The $82,000 is unrestricted money. Mr. O'Shea said that the 20% and
1 % drive their programs.
Commissioner Baney asked if the 80% grows, should it be allocated to the
Sheriff's Office. Chair Unger said this should be a budget discussion. Mr.
Anderson said the budget needs to be prepared in advance. Sheriff Blanton
stated they need to have these discussions as early as possible. He does not
want to raise the district tax rates until absolutely necessary. Commissioner
Baney noted that they are making a large general fund allocation for the new
jail as well.
Minutes of Board of Commissioners' Work Session Monday, December 30, 2013
Page 6 of 11
Chair Unger said they committed the $2.65 million to the Sheriffs Office, and a
decision has to be made as to whether this should be increased if there is
additional money. Commissioner DeBone feels this amount should remain in
place, and supports the additional going to the Sheriff s Office.
Mr. Anderson stated that an additional question has to do with the $82,000.
They need to decide on the COYA grant agreement. It is set up that after
management expenses, 100% of that increment goes to COYA. The contract
envisions continuing the 20%, but the 1 % increment would go to COY A after
expenses and be used as the actual, above or below budget estimates. The
$82,000 would be restored to Fund 170 next year. Commissioner DeBone
supports having operational funds available and for capital reserves.
Mr. Anderson said it has not been consistent, but there have been transfers to
Fair & Expo from general fund. Most of this was to get them through the lean
times. In addition to the $108,000, other transfers have been made to bridge
operations.
Chair Unger understands the 1 % and 1 %, but the $82,000 is not restricted.
Perhaps they could use part of the new 1 % for COVA and use part of the
$82,000 for the Fair & Expo. It could be more flexible.
Commissioner Baney is concerned about the intent of the ballot title. It is
important to follow this for the 1 %. Commissioner DeBone said he does not
have a feel for the Fair & Expo budget. Ms. Hughson said that the Fair & Expo
has been designated as a tourism facility and should be able to use part of the
1 %. The Fair & Expo has to be accountable also, and it relies on good
management.
Commissioner Baney suggested they send the $25,000 over and put the $82,000
back, as long as there is flexibility otherwise. She wants to see this money go
into reserves and capital expenditures, at least for now. This amount could
decrease over the next few years, with more going back to COY A when the
reserves are rebuilt. Chair Unger said he could support this to help them get
back to where they should be. Commissioner DeBone supports this as well.
Mr. Anderson stated that they need to adopt an agreement with COYA sooner
rather than later. He proposed it say that 100% go to COY A after
administrative expenses, where the $82,000 would be transferred into reserves
for the first year.
Minutes of Board of Commissioners' Work Session Monday, December 30, 2013
Page 7 of 11
Minutes of Board of Commissioners’ Work Session Monday, December 30, 2013
Page 8 of 11
Mr. Despotopulos suggested that 30% of the new 1% is non-restricted. He
asked if the $82,000 could come out of that. Commissioner Baney said it is
about $200,000. The Sheriff’s Office has some needs as well and has every
right to ask for more. She does not want to limit patrols at the same time they
are building Fair & Expo reserves.
Mr. O’Shea said the spirit of the agreement was that they would be made
whole. They supported the ballot initiative for this reason. Mr. Anderson
added that the $82,000 had always been there. Mr. O’Shea stated that it is a
reasonable compromise for a year. He feels there will be some flexibility with
the new funds for the Fair & Expo.
Chair Unger stated they can partner and use their marketing dollars to save.
Commissioner Baney likes the partnership but she wants to see the Fair & Expo
stabilized but stay within the spirit of the agreement.
Mr. Anderson said the percentages will be determined by actual net, so the
entities will benefit from any gain but will bear the burden of decreased
revenue. The agreement would go into effect in July. COVA asked for five
years but the Board cannot obligate this; it has to be a decision each budget
year, to be renewed.
Notice to parties will be established as well, should things change. There will
be established notice agreement for contraction termination. Mr. O’Shea feels
there should be a one-year notice of termination since they could be in the
middle of a campaign. Commissioner DeBone said this should remain for an
egregious breach. Chair Unger likes a year’s notice. Commissioner Baney
feels that a year is appropriate and they will know when something out of the
ordinary is happening.
Mark Pilliod said that the premise of percentages or a dollar amount cannot be
guaranteed, as they cannot bind a future Board. Chair Unger said State law sets
the amounts but the County does not necessarily have to give it to COVA. It
has to be for the designated use.
Minutes of Board of Commissioners’ Work Session Monday, December 30, 2013
Page 9 of 11
2. Consideration of WEBCO/Pacific Source Contract.
DeAnn Carr of Behavioral Health briefed the Board on an amendment on the
WEBCO/PacificSource agreement. WEBCO met today to adopt an extension
to the existing contract, with a couple of changes to allow an additional three
months to work out contract details. The adopted contract extends the existing
agreement but changes services back to PacificSource, regarding several
programs.
Commissioner Baney said this has to do with how utilization occurs. Ms. Carr
said the State agreements with PacificSource as the CCO for the Oregon Health
Plan is complex. This allows a more regional approach. There are a variety of
activities addressed. The part going back to PacificSource has to do with
specific mental health services, and have to meet the State’s criteria. They
review hospitalizations to make sure payment is appropriate. Commissioner
Baney added there will likely be a relationship between the County and the
hospital as to when people are released, and other outcomes that should be
accomplished.
Ms. Carr said they want to keep all entities informed. The Board approved the
amendment, which will be signed when it has received Legal review.
3. Other Items.
The Board went into Executive Session, under ORS 192.660(2) (a), employment
of a public officer, at 3:40 p.m.
___________________________
Mr. Anderson said the Board’s planning retreat is on January 10. They could
meet at 9-1-1 or the Road Department. The Board prefers the Road
Department. The timing should be 9 AM to 4 PM. Mr. Anderson asked if they
want to have a facilitator handle things. Much depends on if the Board wants to
see bigger changes or just adjust what is being done.
Chair Unger feels that a facilitator is not necessary. Commissioner DeBone
wants to discuss long-term goals and things that are currently affecting or might
affect the County. Maybe the Commissioners can update each other on specific
issues.
Minutes of Board of Commissioners’ Work Session Monday, December 30, 2013
Page 10 of 11
Commissioner Baney is concerned about Health and Human Services. Things
have to be done right there or it can affect a lot of employees. She would like to
see the County ahead of this issue and figure out where they want to be. It is
difficult to be objective. Commissioner DeBone wants to talk about
groundwater protection in the South County as well as the South County facility
in La Pine.
Chair Unger said a retreat helps to develop goals and they should not turn the
ship quickly. Last year they made smaller adjustments. However, there are
some big concerns that they need to discuss. Commissioner Baney feels this
kind of discussion is most beneficial. They need to decide what to let go of and
what demands their focus.
Mr. Anderson said they could do traditional goal setting half a day, and focus
on the other looming issues the rest of the time. The departments can be asked
if there are things they would like addressed.
___________________________
BANEY: Move Commissioner DeBone be Board Vice Chair for 2014.
UNGER: Second.
VOTE: BANEY: Yes.
DEBONE: Yes.
UNGER: Chair votes yes.
UNGER: Move Commissioner Baney be Board Chair for 2014.
DEBONE: Second.
VOTE: UNGER: Yes.
DEBONE: Yes.
UNGER: Chair votes yes.
___________________________
Commissioner Baney said that two representatives of COHC are looking for a
place to land physically. She asked if the County has neutral space for them to
occupy for a fee. Mr. Kropp asked what their space needs are and for how long.
One is the executive director of COHC, and the County is a member of that
agency. The other is operations coordinator. They are the only two staff, but
they might add a data analyst eventually.
Mr. Kropp said there might be room in the Mike Maier building. Mr. Anderson
said it is good practice for the County to lease space if possible.
Commissioner DeBone participated in Project Lead the Way, which involves
young children and the reinforcement of the importance of science, technology,
engineering and math.
Chair Unger stated that he is telling the Freight Advisory Committee that their
revised meetings schedule presents a timing conflict. He is not sure they will
go to a suitable day since they are also involved in the OTC. In January, the
OTC meetings are changing to Thursdays. Commissioner Baney said that some
months they might meet two days. Chair Unger would like to attend to keep
them more focused on the needs of the counties. These meetings occur
quarterly.
Being no further items discussed, the meeting adjourned at 5:20 p.m.
DATED this ~10 Dayof ~2013 for the
Deschutes County Board of Commission7.
Alan Unger, Chair
ATTEST:
~~
Recording Secretary
Anthony DeBone, Commissioner
Minutes of Board of Commissioners' Work Session Monday , December 30, 2013
Page 11 of 11
Deschutes County Board of Commissioners
1300 NW Wall St., Suite 200, Bend, OR 97701-1960
(541) 388-6570 -Fax (541) 385-3202 -www.deschutes.org
WORK SESSION AGENDA
DESCHUTES COUNTY BOARD OF COMMISSIONERS
1:30 P.M., MONDAY, DECEMBER 30, 2013
1. Discussion of Proposed Grant Agreement with COVA -Tom Anderson
2. Consideration of WEBCOlPacific Source Contract -Mark Pilliod
3. Other Items
Executive Session, under ORS 192.660(2) (a), employment of a public officer.
PLEASE NOTE: At any time during this 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; or ORS 192.660(2) (b), personnel issues; or other
issues under ORS \92.660(2), executive session.
Meeting dates, times and discussion items are subject to change. All meetings are conducted in the Board o/Commissioners' meeting rooms at
1300 NW Wall St.. Bend. unless otherwise indicated. Ifyou have questions regarding a meeting, please call 388-6572.
Deschutes County encourages persons with disabilities to participate in a\1 programs and activities. This event/location is
accessible 10 people with disabilities. If you need accommodations to make participation possible, please call (541) 388·6571, or
send an e-mail to bonnie.bakerfaJdeschutes.org.
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Deschutes County Department of Administrative Services
Tom Anderson, County Administrator
MEMORANDUM
DATE: December 30,2013
TO: Board of County Commissioners
FROM Tom Anderson, County Administrator
SUBJECT: Proposed COVA Grant Agreement
Background:
On November 5, 2013, the voters of Deschutes County approved a 1 % increase (from 7% to
8%) in the Transient Room Tax (TRT) imposed on overnight accommodations in unincorporated
Deschutes County. Beginning in FY 2014-15, in accordance with the ballot title and state law,
70% of the new 1 % tax increment will be transferred to the Deschutes County Fair & Expo
Center for marketing purposes, and 30% will be transferred to the County General Fund for
critical public services.
During budget decisions last year, a significant change was made to the allocation of TRT as
part of the adopted FY 2013-14 County budget. Specifically, after authorized expenses and
transfers, the historical allocation of remaining TRT in Fund 170 (the most recent 1 % increase in
TRT prior to this year) was sent to the Central Oregon Visitors Association (COVA) for tourism
promotion purposes. The FY 2013-14 budget changed the allocation to 60% COVA and 40% for
the Fair & Expo Center. In recognition of the 2013 increase in TRT, it is proposed that the
allocation to COVA in Fund 170 be restored to 100% COVA after authorized expenses and
transfers. The table in Attachment 1 shows actual TRT allocations in FY 2011-12 and FY 2012
13, the changes made in the FY 2013-14 budget, and (based on FY 2013-14 TRT estimated
collections) proposed new changes to'the allocation in FY 2014-15 and beyond.
Staff has negotiated a new proposed Grant Agreement with COVA that reflects the proposed
allocation change, as well as changes to the timing and method of COVA's communication and
reporting to the Board of Commissioners, along with certain notification obligations of the
County with respect to COV A.
Discussion:
. Financial Questions/Issues
1) Fund 160 -The $25,744 transfer to the Fair & Expo Center was done to help balance the
F&E budget in FY 2007-08, and has been largely retained since then. As part of the FY
2014-15 budget preparation, a decision will have to be made to continue the transfer,
eliminate it or increase it. As 70% of the new 1 % increase will go to F&E, the case can
be made to eliminate it. Conversely, since the new TRT is intended to be used for
marketing, and given the elimination of the $82,800 transfer to F&E in Fund 170 which
along with the Fund 160 transfer has been used for F&E operations, the Board could
consider increasing it.
2) Fund 160 -It is expected that in FY 2013-14, for the first time the $2,650,000 obligation
to the Sheriff's Office will be met entirely with TRT and that no General Fund allocation
will be necessary. The question then is how to allocate any TRT in excess of $2.65M.
Options include the General Fund, Fair & Expo Center, COVA and the Sheriff's Office.
3) Fund 170 -The $82,800 transfer to the Fair & Expo center was eliminated with the
adoption of the FY 2013-14 budget. See question 1) above for discussion.
4) Fund 170 -The FY 2013-14 budget was adopted with the change to a 60% COVAl40%
Fair & Expo Center allocation. Staff proposes that the percentage allocation be used for
actual receipts. whether they fall below or above budget estimates. Alternatives could
include holding to the budget estimate for Fair & Expo and paying anything in excess of
or short of budget estimates to COVA, or vice versa.
5) New 1 % -Similar to 4) above, staff proposes that the percentage allocation between the
Fair & Expo Center and General Fund transfers be used for actual receipts, whether
they fall below or above budget estimates. While staff believes that at least 70% of
actual receipts must be used for eligible tourism related purposes such as the Fair &
Expo Center, any TRT collections in excess of the General Fund budget estimate could
also be allocated to Fair & Expo.
Summary of major proposed Grant Agreement elements:
• Begins 7-1-14. Shall automatically renew each year thereafter.
• Includes notification requirements to COVA on proposed funding reductions.
• In addition to a proposed annual budget and marketing plan, includes the requirement
for twice yearly presentations to the Board of Commissioners on COVA's performance
under the approved marketing plan.
• COVA would receive 20% of net TRT receipts in Fund 160 (the "first 6%"), as they have
historically.
• COVA would receive 100% of net TRT receipts in Fund 170 (the "6-7%"), as they did
prior to FY 013-14.
• COVA would not receive any TRT receipts from the new 1% increase authorized in
November.
• The total amount granted to COVA may be more or less than the County's budgeted
appropriation, depending on actual receipts each year.
• 180 days notice is required by either party for termination without cause, although the
County may terminate the agreement with 30 days notice for material breach.
Requested Board Action:
Provide direction on financial questions/issues and Grant Agreement elements.
Staff will incorporate necessary changes and return the Grant Agreement to a business meeting
for final discussion and approval.
Attachment 1
Transient Room Tax Analysis
Actual Actual Budgeted Proposed
FY2011·12 FY2012·13 FY2013·14 FY 2014-15* Notes
6%· Fund 160
Total TRT
"Gross 20%" to CaVA
Less:
Transfer to Fair & Expo Center
Payment to Sunriver Chamber
"Net 20%" to CaVA
Subtotal
Less:
Administration
Interfund Charges
Audit/Other Expense
Balance to Sheriff's Office/GF
1%· Fund 170
Total TRT
Less:
Administration
Interfund Charges
Audit/Other Expense
Transfer to Fair & Expo Center
NetTRT
100% to CaVA
60% to CaVA
40% to Fair & Expo Center
Total CaVA Payment
$2,800,848
$560,170
($25,744)
1521.339\
$513,087
$2,240,678
($3,112)
($7,311)
(~11,6611
$2,218,594
$467,134
($517)
($4,924)
($1,944)
($82,800)
$375,000
$375,000
$888,087
$3,172,087
$634,417
($25,744)
1~2113391
$587,334
$2,537,670
($3,084)
($7,757)
(~1219941
$2,513,834
$530,058
($514)
($5,219)
($1,869)
($82,800)
$439,656
$437,000
$1,024,334
$2,933,857
$586,771
($25,744)
!~23,4731
$537,554
$2,347,086
($45,841)
($10,091)
1~17,2571
$2,273,897
$489,143
($7,640)
($4,647)
($3,967)
$0
$472,889
$283,733
$189,156
Sl!71 751.7
6%· Fund 160
TotalTRT
"Gross 20%" to CaVA
Less:
Administration
Interfund Charges
Audit/Other Expense
"Net 20%" to CaVA
Subtotal
less:
Transfer to Fair & Expo Center
Payment to Sunriver Chamber
Balance to Sheriff's Office/GF
1% -Fund 170
Total TRT
less:
Administration
Interfund Charges
Audit/Other Expense
Transfer to Fair & Expo Center
NetTRT
100%toCOVA
60% to CaVA
40% to Fair & Expo Center
New 1%
Total TRT
Less:
Administration
Interfund Charges
Audit/Other Expense
NetTRT
70% to Fair & Expo Center
30% to General Fund
Total CaVA Payment
$2,933,857
$586,771
($45,841)
($10,091)
!~17,2571
$513,582
$2,347,086
($25,744)
1~23,4731
$2,297,869
$489,143
($7,640)
($4,647)
($3,967)
$0
$472,889
$472,889
$489,143
($7,640)
($4,647)
($3,967)
$472,889
$331,022
$141,867
$986,471
"'·Based on FY 13·14 estimates
for illustration purposes.
FY 2013-14 Staff increase
Retain/Increase/Eliminate
Anything over $2.65M
obligation to SO would go
to General Fund.
F&E Transfer eliminated
60%-40% split proposed to
apply to actual receipts
(FY 2013-14)
70%·30% split proposed to
apply to actual receipts
Fiscal Year
2014 Budget
2013 Actual
2012 Actual
2011 Actual
2010 Actual
2009 Actual
Sheriffs Office
Room Tax/General Fund
r
I '"
Room Tax fGen Fund ""
$ 2,274,297 S 375,703 \$ , ,
$ 2,513,265 136,735 $\
$ 2,215,856 434,144 $
$ 2,135,642 514,358 $
$ 2,016,837 633,163 $
$ 2,435,020 214,980 $
Total
2,650,000
2,650,000
2,650,000
2,650,000
2,650,000
12,650,000I
Actual Last 5 Years $ 11,316,620 1,933,380 $ 3,250,000
Percent of Total 85% 15% 100%