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HomeMy WebLinkAboutFinance UpdateMonthly Meeting with Board of Commissioners Finance Director/Treasurer AGENDA January 31, 2011 (1) Monthly Investment Report (2) December 2010 Financials esc utes ount ip i otal 1 v-st►nent Port olio As • Investment Income Fiscal Year 2010-11 Dec -10 Y -T -D $ 73,274 $ 475,685 Total Investment Income 73,274 475,685 Less Fee: 5% of Invest. Income (3,664) (23,784) Investment Income - Net $ 69,611 $ 451,901 I� Investments By County Function General $ 136,696,824 Total Investments $ 136,696,824 4, aw�u, a 0 0 0 .a� (0 Z ( U) .` Q E `o U ~ o. .3)0 0 U 001-7 (1 0 M N 0 0 V' 0 10 (O O CO N ti G) U al (-1 d C a) ) CO Q Q �m L73mYa LL m J N cocos(0 (0 (0 co T 0 2 1 0 TL a M r r Mi Cr) 000 (1) V 0 4— co a. 0 0 Average Maturity in Days m 0 m i 0 0 (e c (O 0 0 N 0 o r� (v n c C ti t0 ca • §o 0 <_ mZ Q N i .a) N N m U (7 atec ) (a ca) E a 0 0 l Total Portfolio: By Investment Types a) U co c aN CO U a) �m a) a) E o0 4) 0 Cd E 0' a C 13) M X 01 o z Market Value . 0 'ED O - e 0 O y a 00 LY 0 C .▪ m. In10 N � O E 1- D 6 O10 = t ...ol - r ,,i,' - U U UIUIU U U 0 0 0 0 010 0 0 0 01 U'1U 0 0 0 01010 U. UI (10 c c U 1: U_ rn Ui�'� j1 zzzzzzzlz 3'z'zi1`zzz3zzzZZZIZZZZ TZ z�zaze cal II y WI 1 1 f 1 1 1 I 1 1 j 1 1 1 1 1• Q o o, o o c r1 � O 0 O V 0. 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LL LL 2 LL(D LL,(0.LL LLLL LL U o I L i e l • •• i Memorandum Date: January 13, 2011 To: Board of County Commissioners Dave Kanner, County Administrator From: Marty Wynne, Finance Director RE: Monthly Financial Reports Attached please find December 2010 financial reports for the following funds: General (001), Community Justice —Juvenile (230), Sheriffs (255, 701, 702), Public Health (259), Behavioral Health (275), Community Development (295), Road (325), Community Justice — Adult (355), Commission on Children & Families (370-399), Solid Waste (610), Insurance Fund (670), 9-1-1 (705), Health Benefits Trust (675), and Fair & Expo Center (618). The projected information has been reviewed and updated, where appropriate, by the. respective departments. Cc: All Department Heads GENERAL FUND Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % CoII. Vol RESOURCES: Beg. Net Working Capital $ 8,300,000 $ 9,677,699 $ 1,377,699 100% 117% $8,300,000 $9,677,699 $ 1,377,699 Revenues Property Taxes 10,283,000 18,603,798 8,320,798 50% 90% 20,566,000 20,566,000 Gen. Rev. - excl. Taxes 1,198,569 1,717,773 519,204 50% 72% a) 2,397,138 2,397,138 Assessor 397,845 464,232 66,387 50% 58% b) 795,690 795,690 County Clerk 610,357 787,399 177,042 50% 65% 1,220,714 1,220,714 BOPTA 6,199 843 (5,356) 50% 7% 12,398 12,398 District Attorney 157,050 78,647 (78,403) 50% 25% 314,100 270,300 (43,800) Finance/Tax 90,100 119,545 29,445 50% 66% b) 180,200 180,200 Veterans 33,933 16,886 (17,047) 50% 25% 67,866 67,866 Property Management 45,566 51,080 5,514 50% 56% 91,132 91,132 Grant Projects 1,000 1,000 0 50% 50% 2,000 2,000 Total Revenues 12,823,619 21,841,203 9,017,584 50% 85% 25,647,238 25,603,438 (43,800) TOTAL RESOURCES 21,123,619 31,518,903 10,395,284 50% 93% 33,947,238 35,281,137 1,333,899 REQUIREMENTS: Expenditures Assessor County Clerk BOPTA District Attomey Finance/Tax Veterans Property Management Grant Projects Non -Departmental Contingency , Exp. % 1,691,110 1,573,300 117,810 50% 47% 3,382,219 3,382,219 742,064 665,442 76,622 50% 45% 1,484,127 1,484,127 37,702 27,501 10,201 50% 36% 75,403 75,403 2,441,064 2,349,759 91,305 50% 48% 4,882,127 4,748,714 133,413 423,455 437,087 (13,632) 50% 52% 846,910 846,910 131,099 130,472 627 50% 50% 262,197 262,197 126,614 125,797 817 50% 50% 253,227 253,227 56,102 54,321 1,781 50% 48% 112,203 112,203 1,109,694 646,839 462,855 50% 29% 2,219,387 2,219,387 3,422,637 3,422,637 50% n/a 6,845,274 6,845,274 10,181,541 6,010,518 4,171,023 50% 30% 20,363,074 13,384,387 6,978,687 Transfers Out 6,487,082 6,669,257 (182,175) 50% 51% 12,974,164 12,974,164 TOTAL REQUIREMENTS 16,668,623 12,679,775 3,988,848 50% 38% 33,337,238 26,358,551 6,978,687 NET (Resources - Requirements) 4,454,996 18,839,128 14,384,132 c) 610,000 8,922,586 8,312,586 a) YTD Actual includes annual payments: Federal in lieu of taxes - $471,913 and State tax on electric co-ops - $464,452. b) YTD Actual includes A&T grant received quarterly in advance c) Appropriation transferred to Fund 575 - $610,000 Year End $ Budget , Projection Variance RESOURCES: Beg. Net Working Capital $ 8,300,000 $ 9,677,699 $ 1,377,699 100% 117% $8,300,000 $9,677,699 $ 1,377,699 Revenues Property Taxes 10,283,000 18,603,798 8,320,798 50% 90% 20,566,000 20,566,000 Gen. Rev. - excl. Taxes 1,198,569 1,717,773 519,204 50% 72% a) 2,397,138 2,397,138 Assessor 397,845 464,232 66,387 50% 58% b) 795,690 795,690 County Clerk 610,357 787,399 177,042 50% 65% 1,220,714 1,220,714 BOPTA 6,199 843 (5,356) 50% 7% 12,398 12,398 District Attorney 157,050 78,647 (78,403) 50% 25% 314,100 270,300 (43,800) Finance/Tax 90,100 119,545 29,445 50% 66% b) 180,200 180,200 Veterans 33,933 16,886 (17,047) 50% 25% 67,866 67,866 Property Management 45,566 51,080 5,514 50% 56% 91,132 91,132 Grant Projects 1,000 1,000 0 50% 50% 2,000 2,000 Total Revenues 12,823,619 21,841,203 9,017,584 50% 85% 25,647,238 25,603,438 (43,800) TOTAL RESOURCES 21,123,619 31,518,903 10,395,284 50% 93% 33,947,238 35,281,137 1,333,899 REQUIREMENTS: Expenditures Assessor County Clerk BOPTA District Attomey Finance/Tax Veterans Property Management Grant Projects Non -Departmental Contingency , Exp. % 1,691,110 1,573,300 117,810 50% 47% 3,382,219 3,382,219 742,064 665,442 76,622 50% 45% 1,484,127 1,484,127 37,702 27,501 10,201 50% 36% 75,403 75,403 2,441,064 2,349,759 91,305 50% 48% 4,882,127 4,748,714 133,413 423,455 437,087 (13,632) 50% 52% 846,910 846,910 131,099 130,472 627 50% 50% 262,197 262,197 126,614 125,797 817 50% 50% 253,227 253,227 56,102 54,321 1,781 50% 48% 112,203 112,203 1,109,694 646,839 462,855 50% 29% 2,219,387 2,219,387 3,422,637 3,422,637 50% n/a 6,845,274 6,845,274 10,181,541 6,010,518 4,171,023 50% 30% 20,363,074 13,384,387 6,978,687 Transfers Out 6,487,082 6,669,257 (182,175) 50% 51% 12,974,164 12,974,164 TOTAL REQUIREMENTS 16,668,623 12,679,775 3,988,848 50% 38% 33,337,238 26,358,551 6,978,687 NET (Resources - Requirements) 4,454,996 18,839,128 14,384,132 c) 610,000 8,922,586 8,312,586 a) YTD Actual includes annual payments: Federal in lieu of taxes - $471,913 and State tax on electric co-ops - $464,452. b) YTD Actual includes A&T grant received quarterly in advance c) Appropriation transferred to Fund 575 - $610,000 COMM JUSTICE -JUVENILE Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Revised Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 987,000 $ 1,039,997 $ 52,997 100% 105% $ 987,000 $ 1,039,997 $ 52,997 Revenues Federal Grants 7,764 3,882 (3,882) 50% 25% a) 15,527 15,527 SB #1065 -Court Assess. 30,000 25,303 (4,697) 50% 42% 60,000 57,500 (2,500) Discovery Fee 8,000 6,843 (1,157) 50% 43% 16,000 ' 16,000 Food Subsidy 19,000 13,351 (5,649) 50% 35% b) 38,000 37,000 (1,000) OYA Basic & Diversion 170,003 48,917 (121,086) 50% 14% c) 340,006 324,264 (15,742) Inmate/Prisoner Housing 50,000 33,900 (16,100) 50% 34% d) 100,000 80,000 (20,000) Inmate Commissary Fees 50 59 9 50% 59% 100 100 Contract Payments 44,245 33,505 (10,740) 50% 38% 88,490 70,000 (18,490) Miscellaneous 150 52 (98) 50% 17% 300 100 (200) MIP Diversion Fees 500 50 (450) 50% 5% 1,000 300 (700) Interest on Investments 8,500 4,464 (4,036) 50% 26% 17,000 9,000 (8,000) Leases 1,200 1,200 50% 50% 2,400 2,400 Grants - Private 250 327 77 50% 65% 500 500 Health & Human Svcs Chg 3,000 3,319 319 50% 55% 6,000 6,000 CCF Interfund Grant 30,248 24,125 (6,123) 50% 40% b)e) 60,495 96,500 36,005 Gen Fund Grant -Crime Prev. 10,000 5,000 (5,000) 50% 25% 20,000 20,000 Total Revenues 382,910 204,297 (178,613) 50% 27% 765,818 735,191 (30,627) Transfers In -General Fund 2,771,593 2,771,593 - 50% 50% 5,543,186 5,543,186 TOTAL RESOURCES 4,141,503 4,015,887 (125,616) 50% 55% 7,296,004 7,318,374 22,370 REQUIREMENTS: Expenditures Community Justice -Juvenile Personal Services Exp. % 1,481,978 1,357,424 124,554 50% 46% f) 2,963,956 2,750,000 213,956 Materials and Services 599,943 501,950 97,993 50% 42% g) 1,199,886 1,100,000 99,886 Capital Outlay 50 50 50% 0% 100 100 Juvenile Resource Center Personal Services 1,157,552 1,064,927 92,625 50% 46% h) 2,315,104 2,200,000 115,104 Materials and Services 87,747 83,163 4,584 50% 47% 175,494 167,000 8,494 Contingency 320,732 320,732 50% n/a 641,464 641,464 TOTAL REQUIREMENTS 3,648,002 3,007,464 640,538 50% 41% 7,296,004 6,217,000 1,079,004 NET (Resources - Requirements) 493,501 1,008,423 514,922 - 1,101,374 1,101,374 a) Second quarter Federal Grant anticipated in March b) Reimbursements for food subsidy received approximately one month after monthly billings, CCF billed quarterly c) OYA monies collected in Nov, Feb, May, and June - Reduction due to most current information from the State regarding cuts d) Revenue is generated when non -Deschutes juveniles utilize facility - less utilization than anticipated to date e) Additional funding from CCF allocated for Juvenile programs f) Salary savings due to approximately 3.00 FTE unfilled g) DHS/BRS match payments and Maplestar contract payments are less than originally budgeted due to reduction in youth using the program h) Salary savings due to less on-call and overtime for the detention facility SHERIFF - Fund 255 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY Coll. % RESOURCES: Beg. Net Working Capital $ Revenues Law Enf Dist Countywide Law Enf Dist Rural Interest Total Revenues TOTAL RESOURCES 11,414,729 6,832,970 $ 207,689 $ 207,689 100% n/a $ 18,247,699 8,881,052 (2,533,677) 50% 39% 22,829,457 5,695,519 (1,137,451) 50% 42% 13,665,939 7,911 7,911 50% n/a 14,584,482 (3,663,217) 50% 40% 36,495,396 30,467,617 (6,027,779) $ 207,689 $ 207,689 18,870,580 11,589,126 7,911 (3,958,877) (2,076,813) 7,911 18,247,699 14,792,171 (3,455,528) 50% 41% 36,495,396 30,675,306 (5,820,090) REQUIREMENTS: EXPENDITURES & TRANSFERS Sheriffs Division Civil Automotive/Communications Investigations/Evidence Patrol/Civil/Comm Supp Records Adult Jail Court Security Emergency Services Special Services Division Regional Work Center Training Division Other Law Enforcement Svcs Non -Departmental Contingency Transfer Out - Jail Remodel Transfers Out - D/S Fund 1,420,834 399,218 726,518 825,396 3,914,326 330,193 4,923,432 120,426 87,221 583,702 1,438,121 165,000 298,459 141,509 2,773,345 50,000 50,000 160,539 1,517,974 403,943 803,820 756,550 3,864,777 300,603 4,224,967 133,664 82,603 568,290 1,299,775 127,057 297,246 41,509 Exp. % (97,140) 50% 53% a) 2,841,668 (4,725) 50% 51% 798,436 (77,302) 50% 55% b) 1,453,036 68,846 50% 46% b) 1,650,792 49,549 50% 49% c) 7,828,651 29,590 50% 46% 660,386 698,465 50% 43% d) 9,846,864 (13,238) 50% 55% 240,851 4,618 50% 47% 174,441 15,412 50% 49% 1,167,404 138,346 50% 45% e) 2,876,242 37,943 50% 39% 330,000 1,213 50% 50% 596,917 100,000 50% 15% 283,018 2,773,345 50% n/a 5,546,690 100,000 (110,539) 50% 161% 100,000 TOTAL REQUIREMENTS 18,247,700 14,583,317 2,875,668 798,436 1,403,036 1,550,792 7,830,651 660,386 9,671,864 240,851 174,441 1,167,404 2,676,242 200,000 330,000 596,917 283,018 - 5,546,690 100,000 100,000 (34,000) 50,000 100,000 (2,000) 175,000 3,614,383 50% 40% 36,495,396 30,459,706 6,035,690 NET (Resources - Requirements) 208,854 158,854 - 215,600 215,600 a) Higher than budgeted employee vacation sell back b) Delay in filling open positions will result in lower personnel expenditures for FY 2011 c) Projected savings due to open positions will be offset by unplanned purchase of additional patrol vehicles d) Unfilled budgeted positions in Adult Jail resulting in lower personnel expenditures for FY 2011. Forecast includes $292,000 for jail bed rental e) Unfilled budgeted positions and lower material and service expenditures projected for FY 2011 Year End Budget Projection Variance $ 207,689 $ 207,689 100% n/a $ 18,247,699 8,881,052 (2,533,677) 50% 39% 22,829,457 5,695,519 (1,137,451) 50% 42% 13,665,939 7,911 7,911 50% n/a 14,584,482 (3,663,217) 50% 40% 36,495,396 30,467,617 (6,027,779) $ 207,689 $ 207,689 18,870,580 11,589,126 7,911 (3,958,877) (2,076,813) 7,911 18,247,699 14,792,171 (3,455,528) 50% 41% 36,495,396 30,675,306 (5,820,090) REQUIREMENTS: EXPENDITURES & TRANSFERS Sheriffs Division Civil Automotive/Communications Investigations/Evidence Patrol/Civil/Comm Supp Records Adult Jail Court Security Emergency Services Special Services Division Regional Work Center Training Division Other Law Enforcement Svcs Non -Departmental Contingency Transfer Out - Jail Remodel Transfers Out - D/S Fund 1,420,834 399,218 726,518 825,396 3,914,326 330,193 4,923,432 120,426 87,221 583,702 1,438,121 165,000 298,459 141,509 2,773,345 50,000 50,000 160,539 1,517,974 403,943 803,820 756,550 3,864,777 300,603 4,224,967 133,664 82,603 568,290 1,299,775 127,057 297,246 41,509 Exp. % (97,140) 50% 53% a) 2,841,668 (4,725) 50% 51% 798,436 (77,302) 50% 55% b) 1,453,036 68,846 50% 46% b) 1,650,792 49,549 50% 49% c) 7,828,651 29,590 50% 46% 660,386 698,465 50% 43% d) 9,846,864 (13,238) 50% 55% 240,851 4,618 50% 47% 174,441 15,412 50% 49% 1,167,404 138,346 50% 45% e) 2,876,242 37,943 50% 39% 330,000 1,213 50% 50% 596,917 100,000 50% 15% 283,018 2,773,345 50% n/a 5,546,690 100,000 (110,539) 50% 161% 100,000 TOTAL REQUIREMENTS 18,247,700 14,583,317 2,875,668 798,436 1,403,036 1,550,792 7,830,651 660,386 9,671,864 240,851 174,441 1,167,404 2,676,242 200,000 330,000 596,917 283,018 - 5,546,690 100,000 100,000 (34,000) 50,000 100,000 (2,000) 175,000 3,614,383 50% 40% 36,495,396 30,459,706 6,035,690 NET (Resources - Requirements) 208,854 158,854 - 215,600 215,600 a) Higher than budgeted employee vacation sell back b) Delay in filling open positions will result in lower personnel expenditures for FY 2011 c) Projected savings due to open positions will be offset by unplanned purchase of additional patrol vehicles d) Unfilled budgeted positions in Adult Jail resulting in lower personnel expenditures for FY 2011. Forecast includes $292,000 for jail bed rental e) Unfilled budgeted positions and lower material and service expenditures projected for FY 2011 SHERIFF 701 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % RESOURCES: Beg. Net Working Capital $ 4,722,862 $ 5,478,092 $ 755,230 100% 116% $ 4,722,862 $ 5,478,092 $ 755,230 Revenues Tax Revenues - Current 7,426,797 13,203,670 5,776,873 50% 89% 14,853,594 14,853,594 Tax Revenues - Prior 321,000 541,145 220,145 50% 84% 642,000 727,000 85,000 Federal Grants 17,500 46,415 28,915 50% 133% a) 35,000 35,000 State Grant 24,238 37,037 12,799 50% 76% 48,475 48,475 Transp. of State Wards 2,500 - (2,500) 50% 0% 5,000 5,000 SB 1145 987,330 987,330 - 50% 50% a) 1,974,660 1,854,660 (120,000) Des. Cty Video Lottery Grant 2,500 (2,500) 50% 0% 5,000 5,000 Des Cty Court Security 47,500 47,427 (73) 50% 50% 95,000 95,000 - Des Cty Juvenile Contract 3,454 3,454 50% n/a 3,454 3,454 Title III Reimbursement 75,000 59,492 (15,508) 50% 40% a) 150,000 150,000 Transport 2,000 424 (1,576) 50% 11% 4,000 4,000 DC Fair & Expo Center 3,825 3,825 50% n/a 3,825 3,825 Inmate Commissary Fees 24,000 25,759 1,759 50% 54% 48,000 48,000 Work Center Work Crews 12,500 37,470 24,970 50% 150% b) 25,000 50,000 25,000 Concealed Handgun Classes 3,000 1,525 (1,475) 50% 25% 6,000 6,000 Soc Sec Incentive -Fed 2,500 4,800 2,300 50% 96% 5,000 5,000 Miscellaneous 2,500 3,266 766 50% 65% 5,000 5,000 Oregon Mentors - 5,120 5,120 50% n/a - 10,000 10,000 Medical Services Reimb 6,000 6,479 479 50% 54% 12,000 12,000 Restitution 500 3,303 2,803 50% 330% 1,000 5,000 4,000 Sheriff Fees 80,000 129,870 49,870 50% 81% c) 160,000 200,000 40,000 Interest 14,167 16,889 2,722 50% 60% 28,333 28,333 Interest on Unsegregated 1,767 1,318 (449) 50% 37% 3,533 3,533 Rentals 2,500 2,500 50% n/a 2,500 2,500 Donations 200 200 50% n/a 200 200 Sale of Reportable Assets 1,257 1,257 50% n/a 1,257 1,257 Total Revenues 9,053,299 15,169,975 6,116,676 50% 84% 18,106,595 18,161,831 55,236 TOTAL RESOURCES 13,776,161 20,648,067 6,871,906 50% 90% 22,829,457 23,639,923 810,466 REQUIREMENTS: EXPENDITURES & TRANSFERS Materials and Services 11,414,729 8,881,052 2,533,677 50% 39% d) 22,829,457 18,870,580 3,958,877 Exp. % TOTAL REQUIREMENTS 11,414,729 8,881,052 2,533,677 50% 39% 22,829,457 18,870,580 3,958,877 NET (Resources - Requirements) 2,361,432 11,767,015 9,405,583 - 4,769,342 4,769,342 a) Anticipated funding reduction from Dept. of Corrections b) Contract revenue from USFS is higher than anticipated c) Actual revenue for concealed weapons permits and civil papers will exceed budget d) Payment to Sheriffs Office adjusted to actual quarterly Year End Budget Projection Variance TOTAL RESOURCES 13,776,161 20,648,067 6,871,906 50% 90% 22,829,457 23,639,923 810,466 REQUIREMENTS: EXPENDITURES & TRANSFERS Materials and Services 11,414,729 8,881,052 2,533,677 50% 39% d) 22,829,457 18,870,580 3,958,877 Exp. % TOTAL REQUIREMENTS 11,414,729 8,881,052 2,533,677 50% 39% 22,829,457 18,870,580 3,958,877 NET (Resources - Requirements) 2,361,432 11,767,015 9,405,583 - 4,769,342 4,769,342 a) Anticipated funding reduction from Dept. of Corrections b) Contract revenue from USFS is higher than anticipated c) Actual revenue for concealed weapons permits and civil papers will exceed budget d) Payment to Sheriffs Office adjusted to actual quarterly RESOURCES: Beg. Net Working Capital $ 1,905,939 $ 2,421,863 $ 515,924 100% Revenues Tax Revenues - Current 3,754,123 6,650,715 50% Tax Revenues - Prior 157,000 269,985 50% Federal Grants 1,000 4,916 50% Federal Grants-BLM 5,981 50% US Forest Service 38,250 44,625 50% State Grant 93,817 61,164 50% SB #1065 Court Assessment 33,500 25,303 50% Marine Board License Fee 71,217 50% Des Cty General Fund Grant 351,179 50% Des Cty Transient Room Tax 973,821 973,821 50% City of Sisters 216,327 216,327 50% Des Cty Tax/Fin Contract 500 50% Des Cty CDD Contract 27,183 27,183 50% Des Cty Solid Waste Contr 27,183 27,183 50% Des Cty Clerk/Election 1,000 675 50% School Districts 50,000 6,103 50% Security & Traffic Reimb 6,500 1,081 50% Seat Belt Program 3,000 3,725 50% Miscellaneous 5,000 6,917 50% Restitution 250 50% Sheriff Fees 5,000 4,720 50% Court Fines & Fees 42,500 61,104 50% Impound Fees 7,500 3,300 50% Restitution - Street Crimes 250 - 50% Interest 5,000 5,850 50% Interest on Unsegregated 900 662 50% Donations 150 50% Sale of Reportable Assets 5,000 21,318 50% Sale of Equip & Material 3,000 6,716 50% Total Revenues 5,880,000 8,429,524 2,549,524 50% SHERIFF 702 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % TOTAL RESOURCES 2,896,592 112,985 3,916 5,981 6,375 (32,653) (8,197) (71,217) (351,179) (500) (325) (43,897) (5,419) 725 1,917 (250) (280) 18,604 (4,200) (250) 850 (238) 150 16,318 3,716 7,785,939 10,851,386 3,065,447 50% REQUIREMENTS: EXPENDITURES & TRANSFERS Materials and Services 6,832,970 5,695,519 1,137,451 TOTAL REQUIREMENTS 6,832,970 5,695,519 1,137,451 NET (Resources - Requirements) 952,969 5,155,867 4,202,898 a) Actual HIDTA overtime reimbursement higher than budgeted b) Payments are received in Feb & June c) Grant will be received in June 2011 d) Most of this revenue is received in Quarters 3 & 4 e) Revenue from traffic fines will exceed budget f) Proceeds from sale of used patrol vehicles were higher than estimated g) Payment to Sheriffs Office adjusted to actual quarterly 127% $ 1,905,939 89% 86% 246% n/a 58% 33% 38% 0% 0% 50% 50% 0% 50% 50% 34% 6% 8% 62% 69% 0% 47% 72% 22% 0% 59% 37% n/a 213% 112% 72% 7,508,247 314,000 a) 2,000 76,500 187,633 67,000 b) 142,433 c) 702,358 1,947,642 432,655 1,000 54,366 54,366 2,000 d) 100,000 13,000 6,000 10,000 500 10,000 e) 85,000 15,000 500 10,000 1,800 f) 10,000 6,000 $2,421,863 $ 515,924 7,508,247 371,000 57,000 10,000 8,000 10,000 10,000 76,500 187,633 67,000 142,433 702,358 1,947,642 432,655 1,000 54,366 54,366 2,000 100,000 13,000 6,000 10,000 500 10,000 120,000 35,000 15,000 500 10,000 1,800 150 150 25,000 15,000 10,000 4,000 11,760,000 11,889,150 129,150 79% 13,665,939 14,311,013 645,074 Exp. % 50% 42% g) 13,665,939 11,589,126 2,076,813 50% 42% 13,665,939 11,589,126 2,076,813 - 2,721,887 2,721,887 Year End Budget Projection Variance 127% $ 1,905,939 89% 86% 246% n/a 58% 33% 38% 0% 0% 50% 50% 0% 50% 50% 34% 6% 8% 62% 69% 0% 47% 72% 22% 0% 59% 37% n/a 213% 112% 72% 7,508,247 314,000 a) 2,000 76,500 187,633 67,000 b) 142,433 c) 702,358 1,947,642 432,655 1,000 54,366 54,366 2,000 d) 100,000 13,000 6,000 10,000 500 10,000 e) 85,000 15,000 500 10,000 1,800 f) 10,000 6,000 $2,421,863 $ 515,924 7,508,247 371,000 57,000 10,000 8,000 10,000 10,000 76,500 187,633 67,000 142,433 702,358 1,947,642 432,655 1,000 54,366 54,366 2,000 100,000 13,000 6,000 10,000 500 10,000 120,000 35,000 15,000 500 10,000 1,800 150 150 25,000 15,000 10,000 4,000 11,760,000 11,889,150 129,150 79% 13,665,939 14,311,013 645,074 Exp. % 50% 42% g) 13,665,939 11,589,126 2,076,813 50% 42% 13,665,939 11,589,126 2,076,813 - 2,721,887 2,721,887 PUBLIC HEALTH Statement of Financial Operating Data Six Months Ended December 31, 2010 Revised Year to Date Budget Actual Variance FY % I Coll. % Revised Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $1,100,000 $ 1,615,306 $ 515,306 100% 147% $1,100,000 $1,615,306 $ 515,306 Revenues Medicare Reimbursement 4,000 92 (3,908) 50% 1% 8,000 200 (7,800) State Grant 1,256,489 1,305,500 49,011 50% 52% 2,512,977 2,573,752 60,775 Child Dev & Rehab Center 15,380 7,690 (7,690) 50% 25% 30,759 30,759 State Miscellaneous 109,948 77,496 (32,452) 50% 35% 219,896 219,896 OMAP 238,900 267,668 28,768 50% 56% 477,800 477,800 Family Planning Exp Proj 247,500 222,506 (24,994) 50% 45% 495,000 533,000 38,000 Grants 32,500 65,605 33,105 50% 101% a) 65,000 113,773 48,773 Water Program -Base Fee 21,000 18,772 (2,228) 50% 45% 42,000 42,000 Water Program -Field Work 27,909 30,240 2,331 50% 54% 55,817 55,817 H2O Sys Insp-Priv Wells 100 (100) 50% 0% 200 200 Miscellaneous 38 38 50% n/a 201 201 Patient Insurance Fees 95,130 58,184 (36,946) 50% 31% 190,260 120,260 (70,000) Health Dept/Patient Fees 74,488 50,609 (23,879) 50% 34% 148,975 100,975 (48,000) Vital Records -Birth 18,000 15,125 (2,875) 50% 42% 36,000 30,000 (6,000) Vital Records -Death 49,000 49,235 235 50% 50% 98,000 96,000 (2,000) Environmental Health 343,675 398,049 54,374 50% 58% 687,350 687,350 Interest on Investments 8,450 5,695 (2,755) 50% 34% 16,900 12,758 (4,142) Donations 3,000 30,981 27,981 50% 516% b) 6,000 35,430 29,430 Interfund Contract 94,689 17,092 (77,597) 50% 9% 189,378 162,513 (26,865) Administrative Fee 13,500 13,500 50% 50% 27,000 27,000 Total Revenues 2,653,658 2,634,077 (19,581) 50% 50% 5,307,312 5,319,684 12,372 Transfers In -General Fund Transfers In -PH Res Fund Transfers In -Gen. Fund Other TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency 1,158,883 1,158,883 50% 50% 2,317,765 2,317,765 33,562 33,562 50% 50% 67,123 67,123 33,906 33,906 - 50% 50% 67,812 67,812 4,980,009 5,475,734 495,725 50% 62% 8,860,012 9,387,690 527,678 Exp. % 2,970,477 2,814,243 156,234 50% 47% 5,940,953 5,707,953 233,000 1,002,694 971,635 31,059 50% 48% 2,005,387 1,905,118 100,269 12,500 5,432 7,068 50% 22% 25,000 25,000 75,000 75,000 50% 50% 150,000 150,000 369,336 369,336 50% n/a 738,672 738,672 TOTAL REQUIREMENTS 4,430,007 3,866,310 563,697 50% 44% 8,860,012 7,788,071 1,071,941 NET (Resources - Requirements) 550,002 1,609,424 1,059,422 - 1,599,619 1,599,619 a) Health Matters -local grant for Chronic Care Program is $17,000 & $21,000. Bioterrorism NACCHO grant $10,000 received in July b) My Future My Choice donation carry over from FY10, in the amount of $25,880. $3550 HIV sponsorship donation BEHAVIORAL HEALTH Statement of Financial Operating Data Six Months Ended December3l, 2010 Year to Date Budget RESOURCES: Beg. Net Working Capital $ 2,616,050 $ 2,651,262 $ 35,212 100% 101% Revenues Marriage Licenses 2,750 2,950 Divorce Filing Fees 65,000 66,568 Domestic Partnership Fee 500 30 Federal Grants 48,485 20,660 State Grants 2,981,666 2,851,842 State Miscellaneous 74,087 41,500 ABHA 4,000 Title 19 150,463 57,484 Liquor Revenue 52,700 52,547 School Districts 35,000 20,440 Miscellaneous 8,450 19,708 Patient Insurance Fees 77,000 33,979 Patient Fees 6,500 961 Interest on Investments 21,793 12,080 Rentals 6,550 6,625 Interfund Contract -Gen. Fund 63,500 39,771 Comm. on Children & Fam 12,000 Administrative Fee 2,105,729 2,088,569 Total Revenues 5,712,173 5,319,714 Transfers In -General Fund 658,079 658,079 Transfers In-OHP-CDO 50,000 50,000 Transfers In -Acute Care Svcs 182,829 182,829 Transfers In-ABHA 334,126 334,126 Actual Variance FY % Coll. % 200 1,568 (470) (27,825) (129,824) (32,587) 4,000 (92,979) (153) (14,560) 11,258 (43,021) (5,539) (9,713) 75 (23,729) (12,000) (17,160) (392,459) Revised Year End Budget Projection Variance $ 2,616,050 50% 54% 5,500 50% 51% 130,000 50% 3% 1,000 50% 21% a) 96,969 50% 48% b) 5,963,332 50% 28% 148,173 50% nla 50% 19% 300,925 50% 50% 105,400 50% 29% 70,000 50% 117% 16,900 50% 22% 154,000 50% 7% 13,000 50% 28% 43,585 50% 51% 13,100 50% 31% a) 127,000 50% 0% c) 24,000 50% 50% 4,211,457 50% 47% 11,424,341 50% 50% 1,316,158 - 50% 50% 100,000 50% 50% 365,657 50% 50% 668,252 TOTAL RESOURCES 9,553,257 REQUIREMENTS: Expenditures Personal Services 4,613,231 Materials and Services 2,336,186 Capital Outlay 383,000 Transfers Out 78,582 Contingency 834,231 $2,651,262 $ 35,212 5,500 130,000 250 96,969 5,690,358 148,173 4,000 200,000 105,400 70,000 25,000 75,000 3,000 25,000 13,100 127,000 4,211,457 10,930,207 1,316,158 100,000 365,657 668,252 (750) (272,974) 4,000 (100,925) 8,100 (79,000) (10,000) (18,585) (24,000) (494,134) 9,196,010 (357,247) 50% 56% 16,490,458 Exp. % 4,391,863 221,368 50% 48% d) 9,226,461 1,637,166 699,020 50% 35% 4,672,371 383,000 50% 0% 766,000 75,000 3,582 50% 48% 157,164 834,231 50% n/a 1,668,462 TOTAL REQUIREMENTS 8,245,230 NET (Resources - Requirements) 16,031,536 (458,922) 6,104,029 2,141,201 50% 37% 16,490,458 1,308,027 3,091,981 1,783,954 a) Grant billing received quarterly, in arrears b) Department of Human Services Grant projected at amended contract amount for FY 11 c) Child and Family prevention program eliminated d) Personnel expenditure projected to be less than budgeted due to unfilled positions 8,713,883 3,969,470 766,000 157,164 512,578 702,901 1,668,462 13,606,517 2,883,941 - 2,425,019 2,425,019 RESOURCES: Beg. Net Working Capital Revenues Admin -Operations Admin -GIS Admin -Code Enforcement Building Safety Electrical Contract Services Env Health -On Site Prog Planning -Current Planning -Long Range COMMUNITY DEVELOPMENT Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. $ 686,081 613,031 $ (73,050) 100% 8,250 1,375 80,859 540,609 133,326 92,000 141,915 388,481 176,886 9,380 3,447 74,606 423,673 127,979 116,471 138,483 337,957 123,364 1,130 2,072 (6,253) (116,936) (5,347) 24,471 (3,432) (50,524) (53,522) Total Revenues 1,563,701 1,355,360 Trans In -GF Trans In -GF for Lng Rng Ping TOTAL RESOURCES 126,694 126,694 258,000 258,000 50% 50% 50% 50% 50% 50% 50% 50% 50% 89% $ 686,081 $ 613,031 (73,050) 57% 125% a) 46% 39% b) 48% 63% C) 49% 43% d) 35% e) 16,500 2,750 161,718 1,081,217 266,652 184,000 283,830 776,962 353,771 18,000 6,000 164,400 1,069,000 261,000 189,500 275,600 708,000 338,600 1,500 3,250 2,682 (12,217) (5,652) 5,500 (8,230) (68,962) (15,171) (208,341) 50% 43% 3,127,400 3,030,100 (97,300) - 50% 50% 253,387 253,387 - 50% 50% 516,000 516,000 REQUIREMENTS: EXPENDITURES & TRANSFERS Admin -Operations Admin -GIS Admin -Code Enforcement Building Safety Electrical Contract Services Env Health -On Site Pgm Planning -Current Planning -Long Range Transfers Out (D/S Fund) Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) Revenues Expenditures Net from Operations 2,634,476 2,353,085 701,198 108,068 92,366 250,165 93,803 122,126 116,003 345,145 246,214 86,655 129,693 690,519 103,130 91,597 241,945 88,829 119,199 135,229 310,001 286,772 145,000 (281,391) 50% 51% 4,582,868 4,412,518 (170,350) 10,679 4,938 769 8,220 4,974 2,927 (19,226) 35,144 (40,558) (58,345) 129,693 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% Exp. % 49% 48% 50% 48% 47% 49% 58% 45% 58% 84% n/a 1,402,396 f) 216,135 184,732 g) 500,330 187,606 244,251 h) 232,006 690,290 i) 492,427 173,310 259,385 1,402,396 168,000 48,135 184,732 475,200 25,130 187,606 244,251 220,000 12,006 690,290 492,427 173,310 259,385 2,291,436 2,212,221 79,215 50% 48% 4,582,868 4,238,212 344,656 343,040 140,864 (202,176) 174,306 174,306 1,355,360 2,212,221 (856,861) 3,127,400 3,030,100 (97,300) 4,582,868 4,238,212 344,656 (1,455,468) (1,208,112) 247,356 a) Custom GIS work revenue sporadic b) YTD revenue is low in relation to budget, it is expected that budget projections will be met, as several large projects are expected to generate significant revenue later in the fiscal year ($200,000 Sunriver Aquatic Ctr, $50,000 La Pine biomass plant) c) City of Redmond receipts lag one month behind. YTD is high due to new high school fee revenue d) YTD business volume/revenue less than expected e) Grant payments received irregularly f) Savings due to resignation of CDD webmaster, who will not be replaced g) Savings due to retirement of Building Inspector in January. Decision on replacement will be made at a later date h) Includes $35,651 in time management payout to retired employee, to be made up by salary savings as position will remain unfilled i) Approximately $51,000 in consultant expense was paid in a lump sum and will be reimbursed through grant revenue Year End Budget Projection Variance 89% $ 686,081 $ 613,031 (73,050) 57% 125% a) 46% 39% b) 48% 63% C) 49% 43% d) 35% e) 16,500 2,750 161,718 1,081,217 266,652 184,000 283,830 776,962 353,771 18,000 6,000 164,400 1,069,000 261,000 189,500 275,600 708,000 338,600 1,500 3,250 2,682 (12,217) (5,652) 5,500 (8,230) (68,962) (15,171) (208,341) 50% 43% 3,127,400 3,030,100 (97,300) - 50% 50% 253,387 253,387 - 50% 50% 516,000 516,000 REQUIREMENTS: EXPENDITURES & TRANSFERS Admin -Operations Admin -GIS Admin -Code Enforcement Building Safety Electrical Contract Services Env Health -On Site Pgm Planning -Current Planning -Long Range Transfers Out (D/S Fund) Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) Revenues Expenditures Net from Operations 2,634,476 2,353,085 701,198 108,068 92,366 250,165 93,803 122,126 116,003 345,145 246,214 86,655 129,693 690,519 103,130 91,597 241,945 88,829 119,199 135,229 310,001 286,772 145,000 (281,391) 50% 51% 4,582,868 4,412,518 (170,350) 10,679 4,938 769 8,220 4,974 2,927 (19,226) 35,144 (40,558) (58,345) 129,693 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% Exp. % 49% 48% 50% 48% 47% 49% 58% 45% 58% 84% n/a 1,402,396 f) 216,135 184,732 g) 500,330 187,606 244,251 h) 232,006 690,290 i) 492,427 173,310 259,385 1,402,396 168,000 48,135 184,732 475,200 25,130 187,606 244,251 220,000 12,006 690,290 492,427 173,310 259,385 2,291,436 2,212,221 79,215 50% 48% 4,582,868 4,238,212 344,656 343,040 140,864 (202,176) 174,306 174,306 1,355,360 2,212,221 (856,861) 3,127,400 3,030,100 (97,300) 4,582,868 4,238,212 344,656 (1,455,468) (1,208,112) 247,356 a) Custom GIS work revenue sporadic b) YTD revenue is low in relation to budget, it is expected that budget projections will be met, as several large projects are expected to generate significant revenue later in the fiscal year ($200,000 Sunriver Aquatic Ctr, $50,000 La Pine biomass plant) c) City of Redmond receipts lag one month behind. YTD is high due to new high school fee revenue d) YTD business volume/revenue less than expected e) Grant payments received irregularly f) Savings due to resignation of CDD webmaster, who will not be replaced g) Savings due to retirement of Building Inspector in January. Decision on replacement will be made at a later date h) Includes $35,651 in time management payout to retired employee, to be made up by salary savings as position will remain unfilled i) Approximately $51,000 in consultant expense was paid in a lump sum and will be reimbursed through grant revenue RESOURCES: Beg. Net Working Capital Revenues ROAD Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY °Ao Coll. % $ 3,430,429 $ 3,419,603 $ (10,826) 100% 100% $ 3,430,429 $ 3,419,603 $ (10,826) Mineral Lease Royalties 10,000 5,108 (4,892) 50% 26% a) 20,000 5,108 (14,892) Forest Receipts 1,118,500 - (1,118,500) 50% 0% b) 2,237,000 2,237,060 60 State Miscellaneous 48,492 - (48,492) 50% 0% c) 96,984 (96,984) Motor Vehicle Revenue 5,000,000 4,258,609 (741,391) 50% 43% d) 10,000,000 9,850,000 (150,000) City of Bend 137,500 215,049 77,549 50% 78% e) 275,000 275,000 City of Redmond 175,000 250,458 75,458 50% 72% e) 350,000 350,000 City of Sisters 5,000 (5,000) 50% 0% e) 10,000 10,000 City of La Pine 5,000 (5,000) 50% 0% e) 10,000 10,000 Admin Recovery (SDC) - 843 843 50% n/a 1,000 1,000 Miscellaneous 45,000 16,628 (28,372) 50% 18% 90,000 90,000 Road Vacations 500 500 50% 50% 1,000 1,000 Interest on Investments 20,000 10,599 (9,401) 50% 26% 40,000 40,000 Other Bank/LGIP Interest 61 61 50% n/a 100 100 Parking Fees 450 (450) 50% 0% 900 900 Grants -Private - 2,434 2,434 50% n/a 2,434 2,434 Interfund Contract 375,000 234 (374,766) 50% 0% f) 750,000 750,000 Equipment Repairs 125,000 77,306 (47,694) 50% 31% 250,000 250,000 Vehicle Repairs 45,000 (45,000) 50% 0% 90,000 90,000 LID Construction 5,000 (5,000) 50% 0% f) 10,000 10,000 Vegetation Management 17,500 (17,500) 50% 0% f) 35,000 35,000 Forester 12,500 (12,500) 50% 0% f) 25,000 25,000 Car Washes 1,500 1,428 (72) 50% 48% 3,000 3,000 Car Rental 250 (250) 50% 0% 500 500 Sale of Equip & Material 301,750 224,667 (77,083) 50% 37% 603,500 603,500 Total Revenues 7,448,942 5,063,924 (2,385,018) 50% 34% 14,897,884 14,639,602 (258,282) Trans In - Solid Waste Trans In - Transp SDC Trans In -Road Imp Res TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency 145,870 100,000 6,020 145,870 100,000 - 50% 50% - 50% 50% (6,020) 50% 0% 291,740 200,000 12,040 291,740 200,000 12,040 11,131,261 8,729,397 (2,401,864) 50% 59% 18,832,093 18,562,985 (269,108) Exp. °A) 2,876,484 2,695,150 181,334 50% 47% 5,752,967 5,752,967 4,735,512 4,459,591 275,921 50% 47% 9,471,023 9,471,023 - 585,846 585,846 50% 0% g) 1,171,691 75,000 1,096,691 200,000 200,000 50% 0% 400,000 400,000 - 1,018,206 1,018,206 50% n/a 2,036,412 2,036,412 TOTAL REQUIREMENTS 9,416,048 7,154,741 2,261,307 50% 38% 18,832,093 15,698,990 3,133,103 NET (Resources - Requirements) 1,715,213 1,574,656 (140,557) 2,863,995 2,863,995 a) Mineral lease payments discontinued under FY 2011 Continuing Resolution b) Annual payment -January 2011 c) Received in June 2010 d) Gas tax will increase by 25% ($.06/gal.) effective January 2011 (revised State estimate) e) Billed upon completion of work f) Payment to be received in June 2011 from Funds 326, 328, 329, & 340 g) $1,096,691 19th Street construction reserve Year End Budget Projection Variance $ 3,430,429 $ 3,419,603 $ (10,826) 100% 100% $ 3,430,429 $ 3,419,603 $ (10,826) Mineral Lease Royalties 10,000 5,108 (4,892) 50% 26% a) 20,000 5,108 (14,892) Forest Receipts 1,118,500 - (1,118,500) 50% 0% b) 2,237,000 2,237,060 60 State Miscellaneous 48,492 - (48,492) 50% 0% c) 96,984 (96,984) Motor Vehicle Revenue 5,000,000 4,258,609 (741,391) 50% 43% d) 10,000,000 9,850,000 (150,000) City of Bend 137,500 215,049 77,549 50% 78% e) 275,000 275,000 City of Redmond 175,000 250,458 75,458 50% 72% e) 350,000 350,000 City of Sisters 5,000 (5,000) 50% 0% e) 10,000 10,000 City of La Pine 5,000 (5,000) 50% 0% e) 10,000 10,000 Admin Recovery (SDC) - 843 843 50% n/a 1,000 1,000 Miscellaneous 45,000 16,628 (28,372) 50% 18% 90,000 90,000 Road Vacations 500 500 50% 50% 1,000 1,000 Interest on Investments 20,000 10,599 (9,401) 50% 26% 40,000 40,000 Other Bank/LGIP Interest 61 61 50% n/a 100 100 Parking Fees 450 (450) 50% 0% 900 900 Grants -Private - 2,434 2,434 50% n/a 2,434 2,434 Interfund Contract 375,000 234 (374,766) 50% 0% f) 750,000 750,000 Equipment Repairs 125,000 77,306 (47,694) 50% 31% 250,000 250,000 Vehicle Repairs 45,000 (45,000) 50% 0% 90,000 90,000 LID Construction 5,000 (5,000) 50% 0% f) 10,000 10,000 Vegetation Management 17,500 (17,500) 50% 0% f) 35,000 35,000 Forester 12,500 (12,500) 50% 0% f) 25,000 25,000 Car Washes 1,500 1,428 (72) 50% 48% 3,000 3,000 Car Rental 250 (250) 50% 0% 500 500 Sale of Equip & Material 301,750 224,667 (77,083) 50% 37% 603,500 603,500 Total Revenues 7,448,942 5,063,924 (2,385,018) 50% 34% 14,897,884 14,639,602 (258,282) Trans In - Solid Waste Trans In - Transp SDC Trans In -Road Imp Res TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency 145,870 100,000 6,020 145,870 100,000 - 50% 50% - 50% 50% (6,020) 50% 0% 291,740 200,000 12,040 291,740 200,000 12,040 11,131,261 8,729,397 (2,401,864) 50% 59% 18,832,093 18,562,985 (269,108) Exp. °A) 2,876,484 2,695,150 181,334 50% 47% 5,752,967 5,752,967 4,735,512 4,459,591 275,921 50% 47% 9,471,023 9,471,023 - 585,846 585,846 50% 0% g) 1,171,691 75,000 1,096,691 200,000 200,000 50% 0% 400,000 400,000 - 1,018,206 1,018,206 50% n/a 2,036,412 2,036,412 TOTAL REQUIREMENTS 9,416,048 7,154,741 2,261,307 50% 38% 18,832,093 15,698,990 3,133,103 NET (Resources - Requirements) 1,715,213 1,574,656 (140,557) 2,863,995 2,863,995 a) Mineral lease payments discontinued under FY 2011 Continuing Resolution b) Annual payment -January 2011 c) Received in June 2010 d) Gas tax will increase by 25% ($.06/gal.) effective January 2011 (revised State estimate) e) Billed upon completion of work f) Payment to be received in June 2011 from Funds 326, 328, 329, & 340 g) $1,096,691 19th Street construction reserve ADULT PAROLE & PROBATION Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % RESOURCES: Beg. Net Working Capital $ 616,371 $ 728,649 $ 112,278 100% 118% Revenues DOC Measure 57 108,653 217,350 108,697 50% 100% a) 217,305 217,350 45 State Miscellaneous 2,151 (2,151) 50% 0% b) 4,301 4,301 Alternate Incarceration 15,459 30,918 15,459 50% 100% a) 30,918 30,918 State Subsidy 6,500 6,653 153 50% 51% 13,000 13,000 SB 1145 1,480,995 1,480,995 (0) 50% 50% c) 2,961,990 2,781,990 (180,000) Probation Work Crew Fees 19,000 11,375 (7,625) 50% 30% d) 38,000 20,613 (17,387) Miscellaneous 1,500 1,960 460 50% 65% 3,000 3,000 Electronic Monitoring Fee 85,000 79,251 (5,749) 50% 47% 170,000 160,000 (10,000) Probation Superv. Fees 105,000 96,384 (8,616) 50% 46% 210,000 192,000 (18,000) Interest on Investments 4,500 4,984 484 50% 55% 9,000 9,000 Interfund - Sheriff 25,000 25,000 50% 50% 50,000 50,000 Crime Prevention Grant 25,000 12,500 (12,500) 50% 25% 50,000 50,000 Total Revenues 1,878,758 1,967,370 88,612 50% 52% 3,757,514 3,532,172 (225,342) Revised Year End Budget Projection Variance $ 616,371 $ 728,649 $ 112,278 Transfers In -General Fund TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 57,515 57,515 - 50% 50% 115,029 115,029 2,552,644 2,753,534 200,890 50% 61% 4,488,914 4,375,850 (113,064) Exp. % 1,586,629 1,483,290 103,339 50% 47% e) 3,173,257 2,966,580 206,677 447,137 381,475 65,662 50% 43% 894,274 894,274 - 50 50 50% 0% 100 100 210,642 210,642 50% n/a 421,283 421,283 TOTAL REQUIREMENTS 2,244,458 1,864,765 379,693 50% 42% 4,488,914 3,860,854 628,060 NET (Resources - Requirements) 308,186 888,769 580,583 - 514,996 514,996 a) Annual payment received in July b) Payment from Parole Board for hearings not yet received c) Anticipated funding cuts from Dept. of Corrections. Money above opt out d) Increase in fee waivers from court due to economic conditions e) Personnel expenditure projected to be less than budgeted due to unfilled positions COMM ON CHILDREN & FAMILIES Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Revised Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 562,762 $ 635,340 $ 72,578 100% 113% $ 562,762 $ 635,340 $ 72,578 Revenues Federal Grants 200,084 123,538 (76,546) 50% 31% 400,167 400,167 Title IV - Family Sup/Pres 31,875 37,556 5,681 50% 59% 63,750 63,750 HealthyStart Medicaid 47,500 26,212 (21,288) 50% 28% 95,000 95,000 Level 7 Services 128,992 112,094 (16,898) 50% 43% 257,984 257,984 State Prevention Funds 7,250 6,696 (554) 50% 46% a) 14,500 17,000 2,500 HealthyStart /R -S -G 154,462 134,805 (19,657) 50% 44% b) 308,924 263,596 (45,328) OCCF Grant 302,162 290,050 (12,112) 50% 48% b) 604,323 549,044 (55,279) Charges for Svcs-Misc 4,000 1,153 (2,847) 50% 14% 8,000 8,000 Court Fines & Fees 37,500 39,941 2,441 50% 53% 75,000 78,000 3,000 Interest on Investments 10,000 2,954 (7,046) 50% 15% c) 20,000 8,000 (12,000) Grants -Private 2,500 - (2,500) 50% 0% d) 5,000 (5,000) Donations 157 157 50% n/a 157 157 Miscellaneous 129,277 59,517 (69,760) 50% 23% e) 258,554 118,500 (140,054) Total Revenues 1,055,602 834,673 (220,929) 50% 40% 2,111,202 1,859,198 (252,004) Trans from General Fund 142,167 142,167 Trans from GF -Other 12,500 12,500 Total Transfers In 154,667 154,667 50% 50% 284,333 284,333 50% 50% 25,000 25,000 50% 50% 309,333 309,333 TOTAL RESOURCES 1,773,031 1,624,680 (148,351) 50% 54% 2,983,297 2,803,871 (179,426) REQUIREMENTS: Expenditures Personal Services 299,780 Materials and Services 987,542 Capital Outlay 50 Contingency 204,277 Exp. % 255,782 43,998 50% 43% f) 599,559 525,226 74,333 508,596 478,946 50% 26% b) 1,975,084 1,799,758 175,326 50 50% 0% 100 100 204,277 50% n/a 408,554 408,554 TOTAL REQUIREMENTS 1,491,649 764,378 727,271 50% 26% 2,983,297 2,324,984 658,313 NET (Resources - Requirements) 281,382 860,302 578,920 478,887 478,887 a) FY 2011 Budget includes $8,374 which was received in FY 2010. Additional $14,500 grant received b) Govemor's mandated State General Fund reductions in July & Sept 2010. Additional $19,900 grant received c) Interest revenue projected to be less than budgeted d) Youth conference donations will not be received e) LAUNCH grant will be reported in Public Health (Fund 259) $100,000 - SPF grant will not be received f) Personnel costs will be less than budgeted due to open positions SOLID WASTE Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY °A) Coll. % RESOURCES: Beg. Net Working Capital $ 392,509 $ 318,001 $ (74,508) 100% 81% $ 392,509 $ 318,001 $ (74,508) Revenues Miscellaneous 14,000 11,605 (2,395) 50% 41% 28,000 22,000 (6,000) Franchise 3% Fees 100,000 16,400 (83,600) 50% 8% a) 200,000 200,000 Commercial Disp. Fees 420,000 467,251 47,251 50% 56% 840,000 840,000 Private Disposal Fees 657,000 692,802 35,802 50% 53% 1,314,000 1,314,000 Franchise Disposal Fees 1,829,500 2,083,306 253,806 50% 57% 3,659,000 3,659,000 Yard Debris 36,500 47,265 10,765 50% 65% b) 73,000 73,000 Special Waste 12,500 41,009 28,509 50% 164% c) 25,000 50,000 25,000 Interest 6,250 4,221 (2,029) 50% 34% 12,500 8,000 (4,500) Leases 1 1 50% n/a 1 1 Sale of Carbon Credits 40,000 (40,000) 50% 0% d) 80,000 (80,000) Sale of Equip & Material - 100 100 50% n/a e) 100 100 Recyclables 10,000 23,154 13,154 50% 116% f) 20,000 35,000 15,000 Total Revenues 3,125,750 3,387,114 261,364 50% 54% 6,251,500 6,201,101 (50,399) TOTAL RESOURCES 3,518,259 3,705,115 186,856 50% 56% 6,644,009 6,519,102 (124,907) REQUIREMENTS Expenditures Personal Services 800,059 807,515 (7,456) 50% 50% 1,600,118 1,600,118 Materials and Services 1,432,915 1,183,540 249,375 50% 41% g) 2,865,829 2,865,829 Debt Service 485,033 401,732 83,301 50% 41% 970,066 970,066 Capital Outlay 59,000 46,139 12,861 50% 39% h) 118,000 118,000 Transfers Out -Road 145,870 145,870 - 50% 50% 291,740 291,740 Contingency 399,128 399,128 50% n/a 798,256 Exp. % 798,256 TOTAL REQUIREMENTS 3,322,005 2,584,796 737,209 50% 39% 6,644,009 5,845,753 798,256 NET (Resources - Requirements) 196,254 1,120,319 924,065 a) Franchise fees are received in April. Wilderness Garbage pays monthly b) Seasonal material - revenue will decrease in winter c) Bonneville Power did large clean-up of contaminated soil -unexpected revenue d) No market at this time. Not expected to market this fiscal year e) Minor revenue for sale of gate remotes f) Markets for recyclables varies throughout the year - usually declines in the winter g) Larger expenditures (i.e. grinding at $75,000) made in spring h) One item remaining -software being researched 673,349 673,349 Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 392,509 $ 318,001 $ (74,508) 100% 81% $ 392,509 $ 318,001 $ (74,508) Revenues Miscellaneous 14,000 11,605 (2,395) 50% 41% 28,000 22,000 (6,000) Franchise 3% Fees 100,000 16,400 (83,600) 50% 8% a) 200,000 200,000 Commercial Disp. Fees 420,000 467,251 47,251 50% 56% 840,000 840,000 Private Disposal Fees 657,000 692,802 35,802 50% 53% 1,314,000 1,314,000 Franchise Disposal Fees 1,829,500 2,083,306 253,806 50% 57% 3,659,000 3,659,000 Yard Debris 36,500 47,265 10,765 50% 65% b) 73,000 73,000 Special Waste 12,500 41,009 28,509 50% 164% c) 25,000 50,000 25,000 Interest 6,250 4,221 (2,029) 50% 34% 12,500 8,000 (4,500) Leases 1 1 50% n/a 1 1 Sale of Carbon Credits 40,000 (40,000) 50% 0% d) 80,000 (80,000) Sale of Equip & Material - 100 100 50% n/a e) 100 100 Recyclables 10,000 23,154 13,154 50% 116% f) 20,000 35,000 15,000 Total Revenues 3,125,750 3,387,114 261,364 50% 54% 6,251,500 6,201,101 (50,399) TOTAL RESOURCES 3,518,259 3,705,115 186,856 50% 56% 6,644,009 6,519,102 (124,907) REQUIREMENTS Expenditures Personal Services 800,059 807,515 (7,456) 50% 50% 1,600,118 1,600,118 Materials and Services 1,432,915 1,183,540 249,375 50% 41% g) 2,865,829 2,865,829 Debt Service 485,033 401,732 83,301 50% 41% 970,066 970,066 Capital Outlay 59,000 46,139 12,861 50% 39% h) 118,000 118,000 Transfers Out -Road 145,870 145,870 - 50% 50% 291,740 291,740 Contingency 399,128 399,128 50% n/a 798,256 Exp. % 798,256 TOTAL REQUIREMENTS 3,322,005 2,584,796 737,209 50% 39% 6,644,009 5,845,753 798,256 NET (Resources - Requirements) 196,254 1,120,319 924,065 a) Franchise fees are received in April. Wilderness Garbage pays monthly b) Seasonal material - revenue will decrease in winter c) Bonneville Power did large clean-up of contaminated soil -unexpected revenue d) No market at this time. Not expected to market this fiscal year e) Minor revenue for sale of gate remotes f) Markets for recyclables varies throughout the year - usually declines in the winter g) Larger expenditures (i.e. grinding at $75,000) made in spring h) One item remaining -software being researched 673,349 673,349 RESOURCES: Beginning Net Working Capital Revenues Inter -fund Charges: RISK MANAGEMENT Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance % of FY % Coll. $2,500,000 $2,374,541 ($125,460) 100% 95% $2,500,000 $2,374,541 ($125,460) General Liability 167,916 167,916 0 50% 50% 335,833 335,833 Property Damage 147,009 147,009 0 50% 50% 294,019 294,019 Vehicle 91,355 91,355 - 50% 50% 182,710 182,710 Workers' Compensation 453,181 450,254 (2,927) 50% 50% 906,361 906,361 Unemployment 85,219 85,016 (203) 50% 50% 170,437 170,437 Claims Reimb-Workers' Compensation 15,000 - (15,000) 50% 0% 30,000 30,000 Claims Reimb-Gen Liab/Property 10,000 16,683 6,683 50% 83% 20,000 20,000 Process Fee-Events/Parades 750 700 (50) 50% 47% 1,500 1,500 Miscellaneous 1,000 (1,000) 50% 0% 2,000 2,000 Skid Car Training 11,000 10,780 (220) 50% 49% 22,000 22,000 Interest on Investments 15,000 9,110 (5,890) 50% 30% 30,000 30,000 TOTAL REVENUES 997,429 978,823 (18,606) 50% 49% 1,994,860 1,994,860 TOTAL RESOURCES 3,497,429 3,353,364 (144,065) Appropriations/Expenditures Direct Insurance Costs: GENERAL LIABILITY Settlement / Benefit Defense Professional Service Insurance Loss Prevention Repair / Replacement Total General Liability PROPERTY DAMAGE Insurance 153,414 Repair / Replacement 10,921 46,633 2,037 5,000 133,418 366 250 50% 75% 4,494,860 4,369,401 (125,460) % Exp. 200,000 187,704 12,296 50% 47% 400,000 377,000 23,000 Total Property Damage 150,000 164,335 (14,335) 50% 55% 300,000 270,000 30,000 VEHICLE Professional Service Insurance Loss Prevention Repair / Replacement Total Vehicle WORKERS' COMPENSATION Settlement / Benefit 311,654 Professional Service 5,000 Insurance 62,158 Loss Prevention 19,315 Miscellaneous 10,726 Total Workers' Compensation 325,000 408,852 (83,852) 50% 63% 650,000 750,000 (100,000) UNEMPLOYMENT - Settlement/Benefits 80,000 98,778 (18,778) 50% 62% 160,000 320,000 (160,000) 1,739 390 10,373 21,540 60,000 34,041 25,959 50% 28% 120,000 100,000 20,000 Total Direct Insurance Costs 815,000 893,710 (78,710) 50% 55% 1,630,000 1,817,000 (187,000) Insurance Administration: Personal Services 144,727 142,621 2,106 50% 49% 289,453 289,453 Materials & Service 114,417 82,909 31,508 50% 36% 228,834 228,834 Capital Outlay 50 - 50 50% 0% 100 - 100 Total Insurance Administration 259,194 225,530 33,663 50% 44% 518,387 518,287 100 Contingency 1,173,237 - 1,173,237 50% n/a 2,346,473 - 2,346,473 TOTAL REQUIREMENTS 2,247,430 1,119,240 1,128,190 50% 25% 4,494,860 2,335,287 2,159,573 NET 1,249,999 2,234,124 984,125 - 2,034,114 2,034,114 Year End Budget Projection Variance 95% $2,500,000 $2,374,541 ($125,460) General Liability 167,916 167,916 0 50% 50% 335,833 335,833 Property Damage 147,009 147,009 0 50% 50% 294,019 294,019 Vehicle 91,355 91,355 - 50% 50% 182,710 182,710 Workers' Compensation 453,181 450,254 (2,927) 50% 50% 906,361 906,361 Unemployment 85,219 85,016 (203) 50% 50% 170,437 170,437 Claims Reimb-Workers' Compensation 15,000 - (15,000) 50% 0% 30,000 30,000 Claims Reimb-Gen Liab/Property 10,000 16,683 6,683 50% 83% 20,000 20,000 Process Fee-Events/Parades 750 700 (50) 50% 47% 1,500 1,500 Miscellaneous 1,000 (1,000) 50% 0% 2,000 2,000 Skid Car Training 11,000 10,780 (220) 50% 49% 22,000 22,000 Interest on Investments 15,000 9,110 (5,890) 50% 30% 30,000 30,000 TOTAL REVENUES 997,429 978,823 (18,606) 50% 49% 1,994,860 1,994,860 TOTAL RESOURCES 3,497,429 3,353,364 (144,065) Appropriations/Expenditures Direct Insurance Costs: GENERAL LIABILITY Settlement / Benefit Defense Professional Service Insurance Loss Prevention Repair / Replacement Total General Liability PROPERTY DAMAGE Insurance 153,414 Repair / Replacement 10,921 46,633 2,037 5,000 133,418 366 250 50% 75% 4,494,860 4,369,401 (125,460) % Exp. 200,000 187,704 12,296 50% 47% 400,000 377,000 23,000 Total Property Damage 150,000 164,335 (14,335) 50% 55% 300,000 270,000 30,000 VEHICLE Professional Service Insurance Loss Prevention Repair / Replacement Total Vehicle WORKERS' COMPENSATION Settlement / Benefit 311,654 Professional Service 5,000 Insurance 62,158 Loss Prevention 19,315 Miscellaneous 10,726 Total Workers' Compensation 325,000 408,852 (83,852) 50% 63% 650,000 750,000 (100,000) UNEMPLOYMENT - Settlement/Benefits 80,000 98,778 (18,778) 50% 62% 160,000 320,000 (160,000) 1,739 390 10,373 21,540 60,000 34,041 25,959 50% 28% 120,000 100,000 20,000 Total Direct Insurance Costs 815,000 893,710 (78,710) 50% 55% 1,630,000 1,817,000 (187,000) Insurance Administration: Personal Services 144,727 142,621 2,106 50% 49% 289,453 289,453 Materials & Service 114,417 82,909 31,508 50% 36% 228,834 228,834 Capital Outlay 50 - 50 50% 0% 100 - 100 Total Insurance Administration 259,194 225,530 33,663 50% 44% 518,387 518,287 100 Contingency 1,173,237 - 1,173,237 50% n/a 2,346,473 - 2,346,473 TOTAL REQUIREMENTS 2,247,430 1,119,240 1,128,190 50% 25% 4,494,860 2,335,287 2,159,573 NET 1,249,999 2,234,124 984,125 - 2,034,114 2,034,114 RESOURCES: Beg. Net Working Capital Revenues Property Taxes - Current Property Taxes - Prior Federal Grants State Reimbursement Telephone User Tax Data Network Reimb. Jefferson County User Fee COPS Reimbursements Contract Payments Miscellaneous Interest Interest on Unsegregated Tax Total Revenues DESCHUTES COUNTY 911 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance % of FY % Coll. Budget Year End Projection Variance $5,861,335 $ 6,691,945 $ 830,610 100% 114% $5,861,335 $6,691,945 $ 830,610 3,178,811 69,000 237,000 5,000 275,000 6,000 15,500 25,000 15,000 35,000 4,250 20,000 1,000 3,886,561 5,522,152 2,343,341 50% 87% 6,357,621 6,357,621 207,215 138,215 50% 150% 138,000 207,215 69,215 (237,000) 50% 0% a) 474,000 647,395 173,395 8,921 3,921 50% 89% 10,000 20,921 10,921 216,782 (58,218) 50% 39% b) 550,000 550,000 1,528 (4,472) 50% 13% c) 12,000 12,000 29,471 13,971 50% 95% 31,000 31,000 48,026 23,026 50% 96% d) 50,000 48,026 (1,974) (15,000) 50% 0% e) 30,000 30,000 252 (34,748) 50% 0% e) 70,000 70,000 5,978 1,728 50% 70% 8,500 8,500 24,886 4,886 50% 62% 40,000 40,000 551 (449) 50% 28% 2,000 2,000 6,065,762 2,179,201 50% 78% 7,773,121 8,024,678 251,557 TOTAL RESOURCES 9,747,896 REQUIREMENTS: Expenditures Personal Services 2,004,399 Materials and Services 762,072 Capital Outlay 281,500 Transfers Out 507,031 Contingency 3,262,227 12,757,707 3,009,811 50% 94% 13,634,456 14,716,623 1,082,167 % Exp. 1,832,318 172,081 50% 46% 4,008,798 3,878,798 130,000 649,903 112,169 50% 43% 1,524,144 1,524,144 79,163 202,337 50% 14% e) 563,000 1,763,000 (1,200,000) 754,061 (247,030) 50% 74% f) 1,014,061 1,014,061 3,262,227 50% n/a 6,524,453 6,524,453 TOTAL REQUIREMENTS 6,817,229 NET (Resources - Requirements) 2,930,667 3,315,445 3,501,784 50% 24% 13,634,456 8,180,003 5,454,453 9,442,262 6,511,595 - 6,536,620 6,536,620 a) Two grants 1) EOC - billed EOM $212,402 in December 2) CAD -to -CAD - billed EOM $79,163 in December b) Received quarterly (Nov, Feb, May and Aug) for fiscal year c) Yearly agency billings were mailed in December d) Crooked River Ranch paid annual fee e) $1.2 million will be expended in FY 2011 for the Records Management System. A transfer of appropriation is pending f) Transfers made as requested. Transfer to New Facility Property Fund, $754,061, made 9/15/10 & Transfer to Reserve Fund, $260,000, will be made in 3rd Otr RESOURCES Beg. Net Working Capital Revenues: Internal Premium Charges Prr Emp - Add'I Prem Employee Prem Contribution COIL Retiree / COBRA Co -Pay Prescription Rebates Interest Total Revenues TOTAL RESOURCES Health Benefits Trust Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. 0/0 Revised Budget Year End Projection Variance $ 16,400,000 $ 16,988,140 $ 588,140 100% 104% $16,400,000 $16,988,140 588,140 5,623,000 25,000 250,000 487,500 225,000 50,000 5,716,663 93,663 21,582 (3,418) 243,395 (6,605) 712,714 225,214 372,975 147,975 46,718 46,718 62,666 12,666 REQUIREMENTS Expenditures: Personal Services Materials & Services Claims Paid-Medical/Rx Claims Paid-DentalNision Refunds Insurance Expense State Assessments Administration Fee PPO Fee Health Impact Deschutes Onsite Clinic: Healthstat Equipment Remodel Miscellaneous Other Total Materials & Services Capital Outlay Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 6,660,500 7,176,713 516,213 50% 51% a) 11,246,000 11,403,534 50% 43% 50,000 40,000 50% 49% 500,000 485,000 50% 73% 975,000 1,200,000 50% 83% 450,000 600,000 50% n/a 46,718 50% 63% 100,000 120,000 50% 54% 13,321,000 13,895,252 574,252 157,534 (10,000) (15,000) 225,000 150,000 46,718 20,000 23,060,500 24,164,853 1,104,353 92% 81% 29,721,000 30,883,391 1,162,391 Exp. % 64,640 61,349 3,291 50% 47% 6,225,097 935,689 165,000 37,500 150,000 20,000 25,500 114,760 7,250 56,750 30,950 75,571 6,208,509.59 859,820.66 (44,757) 168,376 62,429 148,817 19,917 25,458 31,490 25,088 427 20,699 16,587 75,868 44,757 (3,376) (24,929) 1,183 83 43 83,270 7,250 31,662 30,523 54,871 7,844,066 100 6,951,744 7,526,274 317,792 100 6,951,744 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 46% n/a 51% 83% 50% 50% 50% n/a n/a n/a n/a 14% 48% 0% 0% b) b) 129,280 129,280 12,450,194 11,957,130 1,871,377 1,655,951 (44,757) 330,000 330,000 75,000 75,000 300,000 300,000 40,000 40,000 51,000 51,000 229,520 229,520 14,500 14,500 113,500 113,500 61,900 61,900 151,141 151,141 493,064 215,426 44,757 15,688,132 100 13,903,488 14,934,885 753,247 100 - 13,903,488 14,860,550 7,587,623 7,272,927 50% 26% 29,721,000 15,064,165 14,656,835 8,199,950 16,577,230 8,377,280 - 15,819,227 15,819,227 a) Year End Projection is amount appropriated in operating departments' budgets. b) Projection based on annualizing 27 weeks of claims paid. YTD actual is an average of $260,132 per week. RESOURCES: Beg. Net Working Capital Receipts: Special Events Revenues Interest Storage Camping at F & E Horse Stall Rental Concession % - Food Rights (Signage, etc.) Interfund Contract Miscellaneous Total Receipts Transfers In General Fund (001) Room Tax (160) Welcome Center (170) Annual County Fair (619) Reserve Fund (617) Total Transfers In Deschutes County - Fair and Expo Center YTD -Budget Basis Commissioners Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Year End Budget Projection Variance $ 2,809 $ 6,590 $ 3,781 100% 235% $ 2,809 $ 6,590 $ 3,781 338,871 1,000 25,500 4,500 21,000 105,500 46,500 22,500 2,207 366,087 578 13,901 440 255 102,683 14,000 12,689 27,216 (422) (11,600) (4,060) (20,745) (2,817) (32,500) (22,500) 10,482 567,578 98,960 12,437 40,000 115,616 50 510,633 (56,945) 98,960 12,437 40,000 100,000 50% 54% a) 677,742 682,087 4,345 50% 29% 2,000 1,578 (422) 50% 27% b) 51,000 30,901 (20,099) 50% 5% 9,000 9,440 440 50% 1% 42,000 38,255 (3,745) 50% 49% a) 211,000 187,683 (23,317) 50% 15% 93,000 94,000 1,000 50% 0% c) 45,000 45,000 50% n/a 4,414 15,627 11,213 50% 45% 1,135,156 1,104,571 (30,585) 50% 50% 50% (15,616) 50% (50) 50% 267,062 251,396 (15,666) 50% 50% 50% 43% d) 0% 197,919 197, 919.00 24,873 24,873.00 80,000 80,000 231,232 166,000 (65,232) 100 100 534,124 468,892 (65,232) TOTAL RESOURCES 837,449 768,620 (68,829) 50% 46% 1,672,089 1,580,053 (92,036) REQUIREMENTS: Expenditures: Personal Services Materials and Services Debt Service Capital Outlay Total Expenditures Transfers Out - Reserve Fund Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 465,947 441,193 24,754 238,343 273,311 (34,968) 57,782 72,061 (14,279) 50 50 762,121 5,000 68,924 786,564 (24,443) 10,000 (5,000) - 68,924 50% 50% 50% 50% 50% 50% 836,045 796,564 39,481 50% 1,405 (27,944) (29,349) Exp. % 47% 931,893 57% e) 476,685 62% 115,563 0% 100 907,140 24,753 525,653 115,563 (48, 968) 100 1,524,241 1,548,355 (24,115) 100% 10,000 10,000 n/a 137,848 137,848 48% 1,672,089 1,558,355 113,733 21,698 21,698 a) Revenue unusually high in July and August due to BMW and FMCA events. b) Most storage activity begins in October. c) Interfund contract revenue is for park maintenance, from Fund 130 d) Cash flow from Fair 2010 is projected to be $57,000 less than budgeted e) Year to date amounts include costs associated with BMW and FMCA events and expenditures for HVAC repairs. Secure Treatment Facility ■ Bethlehem Inn • O Uw4:1 N a) S' 0 U N U N o r a)o c L fn c 0 0) 1) 0 z 0 H 0 W O cc a a) U c CO co 0 .. N N O to ) c U (1) co E E U O RESOURCES: I M co N co M co Total Resources O O) 1.0 N CO 1e) 1- N 0.3 M N 0 ' C V' CO COO ti CO v 1[) O o0 ti r v CO CO CROON COO'- 11) 1- CO 1f) Cr) 0 V' Cr) 0 0 O) 0 CO CO Nr O O M N O to CO V CO CO O CO tri 6X 00 ti r r CO 1l) — co 0) 11) r Cr)CO CO0 O ti 0 0 LO ' O O ' O 1f) i 6 o001Lf) ODM co � r O O ' N CO 10 O N O N CO CM 11) 1,- N CO COM10 C)C)Cr) OOO CO O O V' CO N O N- CO V' N- co O CO 1n C i tri c; 00 1- r r CO N- Cr) 0) 1() CO 10 O N O N CO Cr) 11) ti N CO COM1f) co)OOMOo000 N O O V' Cr) N O N- CO V' N- CO O CO 16 CO 16 C5. N- O 1,- N- CD CO N- CO O 1l) r ti CO O 1[) O O O CO 00 CO CD O CO CO O O CD ti 11) CO N 0 0 r- Co O tri N,. N 0 CO tl) V' N M N ti t() N 1() 11) Cr) CO N O CO co O O I co a) en 0 a) Z en 0 UZ 2 Nfn c c1 N 0 U N E a) c > e) c N V N Q)) D) co > j N ea �O_ > LU O U `o Y a a •C U 13 o D0) 6 c aa)) 0 E rn 0a)paa m w E a (4w C 'C Ca a C N 0 R V Q w a) c c 4? 0 �, Q) en en a m E c aN) .- CO ami v C •c s I- ro aj 0 O w�awF-a c caQa02O �mz0 O '0 N Cr) N O '0 N Cr) co O O ti M N r- 1,6 1C) N 1C) '0 CO N N CO Q) Q) N M N CO M 1() ea 0 To 0. ea 0 H Total Expenditures r) z O N N � Lc) N N O ch N O Ul I,- COO 'Cr 'Cr N CO CD CO CV 'Cr O I,- CO "qr N O C7 CD C) VD CO � CO r co I,- N co CO C7 O) C7 ti C7 N ti CO r 07 CO r N CO N CO CD CA O) r N Ch N racr c0 cy)ce)ch CD_ Ul Nr. Cr) UlO'Cr In 'Cr r'Cr CDCDLotiOLA, OtiCDLA, NtiOCDON N N aciruir CO r O O (O C7 N CO CON Ch c7 Ouri ti c O N N cD O) CO c') N- O (� N N 01 CD N (, r r r r r r r N r r CO ch O) N 00 CO u, O) O co U _ Nr H -cr til O co co coN j W cc N . Nr CA N ti co N Ni y....,Ln co o O C7 V O N C i r N O CO O o O Ch N •N L() O EI, N Crj Op O �N O o O OON » us, 4-,-. Or or '- 0 � r CO p NI: .-. Cv � � � � p N i. co- g, o •cr � � aUch CD Lei ...e o u N N� w N rn O Co O Cto D ���CvO� �a DZ� �00 u)O p fA0�0 U pfo po ti (O o0(v Ow y�EHU 0 CO O CO o•o O us,r N cNiO 0 UQ N N ao��� �O_�� OO O(O UL� c co co C(O� �� C (O0c� Ooh U U O p COU p E N O o r` U N 3 y w 0 N y .4_0 (� (O O O w o co LJJ N ch CO COCOots la •N E � E/9 3 CO (j o EA O N 0'). -EO O U) vi rn .-. � , � � V O CO .� OZ4_ O EMJ 7 y • ON (� O C d C O Uo p0 p)u) sco C UCO co O_ D. :04 O (O �wYY �>`ro EAN O N� N— O ftl\+=Ovv —c O c(� E� " .:(2 EA Oo >' w «a• >+ O N co CD O O o O 41) D y> M a co O 'C O V) c As L O N 14744 (j) C O «O. O CO \ coCCD w C O 0 N c o V) (v L .....`t‘ OL Q 1:1N 0 7 top C N O V 0 0 p) c r 'O ccnco cal)timU L c= .` _ `0 0 .0 CO c y V N D- E .O Vl 13 lcp (O L 'j •c Y O O O c L fA O L O c N O U j o .1../1 N N a U V N C p) N L C N p) co o N V o O> L o •. 0� o .co O N W (� O m m 112 cots 13:4=-= 170`n u� c m c o o y c 3 5vv c c i� c m 0 mal c ea •�" .c m o O m z mc t >, Q c �_` is E E `m c x .....i711. v o o� o c Li) m rng2 U�Y 3�v m `) o'a'U�. v oy 3 �? o05 vi'5 ('L TD-- 3 c n. E y. c� — — tL ci .6° o c� c c� (� (.) v c� (� Q c» ci U 0 y U -O v ''C C 4? « `O Cu) N-0 U .CN O N Cy O -.Cy .Cy Oc 0 ) 00 E N .y CO t] X rn > v) 0 cC o o 5« N y D ii G 5 0 0 0 LL r G d G G U W H ce 0 2 2 r2 Q W 2 0 1 c• �_ Q Q Q= LL = O r N C7 (n ti CO CA r (C) ti CO CA r N Ce) CO CO CA O r V) CO N- N -,-:=*** Cal VI *k *k *k *t *t *t *t *t *k *t *t *t *t *t D CD rs ch cv * * *k * * *k * * *k * * J OU Engineered Structures Inc (Y) Total Change Orders Co N (Y) Total Engineered Structures, Inc. Total Encumbrances & Commitments PROJECTION rn a) O .O 3 CL m Encumbrances & Commitments Received and 0) a) 0 c a) a X w RESOURCES: V- 0 0 (O M 0 0 (n COOOM M O M N N CD V M O N 0 0 O (O O O O N O O O N M (f) O M co N CO V- M N r O (O M V- 0 (n CO CO O M M co M N O M M r -- r) M O O 0) M CO M (O co O N co (O M (D ti O 0 4 r O (O M V- O (0 (O (O O M M co M N O M M r - N M V- M N Transfer In -911 Fund 705 / 710 Total Resources N O) 00 O n (0 N N ll U Nt O V- CO O V' 0) N •0:- v In CO M r co N T 0 N V- CO (O r v ,- � N a) aO O N (O N O (n O T r- a) (L a) a) co (O CO ((°n C N M coo (O a0 O N O N 0) N I- N T to 000 OI. OO 000 O a) O CO O O O O O O' 0 T ' 0 0' ' 0 0 0 N T N O O T O T O N (n N O (n L N a) CO 0 N (O N O O O r r- 0 (n M T (O a) CO (O 00 V T 0) V' a) a) (O (O CO O co M O CO cri O N N 0)) O N (On N T O O a) N O O a) N M O CO (O N 0) O N a) CO 0 N CO N O (n O T I- O (n M T CO a) O (O O T a) O a) a) (O (O O O co M O CO O N N 0) O N (0 N T O (,) a) 7 N u) X m U C •"' C U D ) u) O N +• d U z E O E y 02 E 10 a) CO U) :12 > C y c N@ O V N N m 06 7 m N O N a" a� W �0 _U co .u) 0- QbLi.` 0 x m a c a) UE rn C (a N a) O 71- a) (o z C C 't ui a) - 4: L L U N N O_ C (0 d m U c N CO :: u7i N a •� C N c co 0 7 o FO- W�Qw�a LLQaw2O� UzDOULLI- Total Expenditures 0) z A PROJECTION Ca O H O U a) (p O a a N w 8 c a) l0 E E O 0 W U otj RESOURCES: Cr)CO Cr)'Cr CV CONCr) (') R N co cNi r) O N O N O r -• C tri CO N CO Cr; • — N- CO CO C) r) 0 to C) (O N c) r) 0) N (O N 0) K ) N () N (O CO 0) () N (0 0) O (O r) (0 0) O (0 c) Fa) Co' Ot1)(ONN O(00)C) LC) tM'Cr O"zrC0 CO 'crC (O cri N I- - to (O N rn CO CO_ N (0 N CO to CO 0) r- 1.0 CV)LC)) D) 0) CO CO CO co CO cel O) 0 0 C NNr- tri N 00) 000O 00 0 0 0 I- — N O O N t1') N to N CO CO CO_ N CO N CO to CO CO N- �D7�d7cOcO00u �CCO COOMM cd 00 V NNS tri � N O) co O ti co Tr ti ti 0) ti t() CO (0 N 0) c•) N0)00NCON0t1)00)C's LC) CO 0) CO CO CO 1O cc) rte) COOT ONti ,tn (O N N 0) ti ti 0) ti ti ti tt) 0) LO r) LO CO c) 0) ti N ti Tr ti 0 N_ N to ti CD ti ti t[) 0) LO r) t[) (0 c) 0) ti N ti ti Co N O CO N CO N co 0) 0) M 0) 0) Cr) Csi LO '- 0) CD to ('O O O co coO. O co N r co N co co O 0 a)(p 0 N co a) V O r. 'Z co Ic.to to oU a) 0 2a)co co O c a c) w— °6 c 7 N �•� co co u) .• • `> CO c a)O c H y •c) m a) rn ots > > Es O E v) m W O c? c`a w a U � i > :d a) c � j rnZ L E m v v ai Zi n m .45E. C 0 20 (a) La°n co a)rn °)o U w!., N c2 c0 EV a �a N� Z � � � � mar a) co �;g UU a) a) CIS ` ` z • w. c t O vi a) O a) 0 its 3 (a 'rn O D a) eo d 0 e c� N ca z 0 N -p •E w .s -c 1- a) c F- O ti .-',- 03 w�Qwi—a ��Qa��O Uz�O Total Expenditures m z Amount Paid C a) E Eo 0< U c 0 a 0) m O (0 CO c+) 0 0 0 Interior modular walls Herman Miller O O N CO O,- 0 I' CO CO O N 0 0 CO CO N 0 CO CO CO F' 10 n O O co O M co M M CO CO CO CO.- O CO CD n n N O O CO N MO) O 14.. CO N I�N N"rt OON CO LO O CO. CO 0) 010 O 010 .- CO 0.- N 1O M O O D CO.- co O.- N N I' O O N 0 0 r .- CNS- CO CO O .d 0 .-00 lCO(0O0) 1-. N .- CON t� M COV- LAN COCA) 1: N 10(0 -M O .- r .- r CV % of $6,093,927) M CO M N CN' ao 6 to _0 CO O 609 O N r '� r CO \ p M N N p M OD O clio Cp c O N O .-. co .-o Of+A 69 o ,..„06 MCC) N M N N w 7 at 0"\ O O iZ:0 O 69 rON a) �Oe �. N CCOO OD O C pop �CO69 C ,„Ar -c7)1', c O O) c 60 N CAH c a) V O O 0 pc y o O 2 c O Of 6690 of �v� goy°moo o �cyornyo o iO ccoo' O N o in M O ca of o E 8, c O O 2 0 2 L o c�7 E'��a oN e� 'c E �� 0 E 8 0 000 me = O. H O Q p to,M rn o o m m °� c ?? rn a w o -- _. c o 0 c rn 0 T O p o o C) 0 O V ces 2 .c 0 Q 0 V N N y V Li y O C y 0 yZ'c4w ,3 c H°a)u0 Wrn,_a�iE'=c0pcc°) '=3 co (� 60 c c c (n a)° cA . 0 7 w .c C O L- V 0 CO CO O 4? V O c • a� f`O a) A . w o o v c t 0. c v c 0 m a) c c O r 0 2 -- • o-- .cmc,•a`oi Em��icLimym occ�•8m m �.mv p c v 0- U c 3 o• • co' IS; coyCOc05trnE02°c5i 3=U8com7Tyy•E0Ecacci maci30°°mogy co) c 0• ,_01z -b- cI' 0 2 z. E 0 v E yrig v c E v 0 0 2 a) O U y y v y Q y 3 a) y v t UO y - c 8-� o .''v o vN O 0c,) y y g- a) x a) - - -<•- O X - '� U Ca) _ m�=�cn��¢U¢�C9Ucn��a�fC-�(w�(W�(��(��(2��¢2�w0i 2 Q�LL opO p��0,-NMLo CO co .NMS LO CO1�(V ikititit QQaaaa aC01� OU CO M CO Cc Engineered Structures Inc u0 CO O) N CD N Total Encumbrances & Commitments CO O I O r C N Tu-- C • TM O 1- 2E a) 0_ a) Lo a) N U 0 as a- rn 0 N L z r CA PROJECTION J 0 N O H N a c U c`o E E o w U oo RESOURCES: OO Co co O O r r O O O O M O Lcit10 M O @') V N CD N N O CO CO o 0 0 M lc) co M M N N Total Resources O 0 0 co to co N- •- N- CO N- CV N- • I• N N- CO N- Cr; N O ✓ l(i O N M CC) CO O O O O O ti N CO M N CO N co M CC") N CO O 0 0 O 0 O O O In In 11) r c) M N M O O O 1.6 0 O O O O O L6 16 M N r M ti N CO ' M N CO V rn co I 1 1 O O C) O O O O O co O O O O O in O co co Co co O CO 0 V ti CO CO r r N r ✓ O O O O O O 0 0 0 0 0 0 O O O O O co co- co- Lri O CO 0 CO r r N r OD CO ' V O) CO 1.0 CO r 1 1 4 CA OD COV C) co co CO N r rn O O) CO c) CA 0 0 O 0 co co 0) CO r CS1 Co 3 CO N Oco" N CO N m C7 Cl) 7 N L.L. C w CA a) N X 0 0 Cl) 0 0 c co m O :. a) 0 N co . E w ea E 0 a) 0 > m U CT ff 0 c6 °° ° m 0 R 3 w o N V a E N <L 2 Xci coO mTn.u) ILI .. ea m u "8 w m �. � 1.-c as E2 ga; wEU= pa)cn�,��Aea w m U 0, a9O O> j Qio = -50 c o c g- W .� c O p <0 E C Q. • = L m m t o o- o a m co.s� = o ,WOu_ �accaw5v� Total Expenditures 4 PROJECTION J 1- F- 0 0 U C co •L co 0 N 0) �O am N w C a) co E E U O W Ca RESOURCES: (0 Cl CO (C) 00Cl ) ' — 0 CV N O tt7 0 .17Oc)0(0 c)Oc) .1 N 0 0 sm 0 t0 (n N f� O O O O O O O O O O O O COON O (C) (f)LO r r 1 (0 ()0()N(Tr 0 0 1— 0 (()ON(n.— N N Ul r O) C) () () 0 O N O O O N M V001031.0 V) 0 V) • N 0 0 0 LC; ON�� (0(f)N r- EXPENDITURES: r CO O O) O) N M 0) '— O '— 0 (0 — c•) d' 0) 0 0 )s ' O O N v N N O N O) (1) 0 s-000)C)N.-0)0Nf.0) 0)-0—(00)(0'— 00/ 01 0) CO_ 0N.C)0-00 NON 0)'— (00(4) C) (nM N O— N M r r 000 ( 000)0 O 00) OOO ' ch N O ' O ' N. 0) N (f) 0 (0 N r-- r r c7 Ul OD C3 CD CV N 0')0) N CV CD —'O'(00)er<-(h0)s-01 000h(h(000 Y- NON (0y -(00(A v-chch 0v- 0 M O N (f) CO CM (f) N M 0 (n 0) N N c') O) N Cl f. 0) 011f. i—(00) st. (4)(�),-01 0 0 N f. (") CO 0 0'— N O N f` ('r) — 0 M 0 CO 0 O (f) (f) (4) (4) O (f) N. (f) N. CO O (0 (0 N N. O 0) CO (f) (f) M 0) (0 (0 (0 O co O N 0) (o (0 (0 (f) 0) M N. (f) CO (f) (f) M 0) (0 (0 03. O CO O N 0) (0 (0 co_ (f) 0) (4) (f) Tr Tr Cs - CV N U0 (0f) r r N m U y c 1 12 0lc 2- 0 ) (a 0 z 7 (0 ar y p) al CO .V aye 7 ca .y a) Ca -0 a) h O 7 �L.caa)) UE rn a�� moa as as N E O 'D a y O? i j 0 C) co O O C C C 0•— (A U COQwwJa Eu.a_<D2I-• �0 Z 0 O O (4) 0) O 0 (4) 0) co 0) (0 (0 el C9 0) O O 0) O O O O M N CO ti O 01. 4 4 00 N N O CO(4) ((Y (D CO CO ti O N U N O CL O a) (c co co co a) U O 0 - CV C u N a) O N N T C O U a) O CL a) U C co 7 () N O N O U 4— ) O M r M N M N ters N C C 0 N. U CO (0 N c 0 Co < a) c LL 11"..) 0 Uw aN2 O I- > 2 N Ug ct O co co 7 Z E U Q U N 0 W Z 0 < O N m t L.L. 2 F- c 0 N U EZ W is m F- N U N Amount Paid 'O 0) 0 Q U U N 0 O CO CO ti ti N O CA CA N O Mis. O M N cr CD CO 1.11 OD tr) CO f• CO M M M 1- N M N O M N M O i M N 1.. O N O CO OOOO OCD CA CO CA CDMI-NNOCD O CO O 0) co � CA co CO ' co CO O 'r O 0) 00 MO000 OO) 0) COO) (0 coOOCbc c) M O CO N O M '- O) N 0) N N 0) 1- N 1- N N N N M a 0) co N O c 3 rnvia 0 co c O. .a., a) C N CD •c C ._ a) N 3 L c N O LU _ _ w O co N U Y ,..,3; U N C N N C N 0 co I - •-• O N 0) co co •C 0 `� L _ O O O >. N U a) 1 3-0c cQ vi 3 U N N c N 0CtIc = .` co 7 ti N O U C C N d 0 Q co O N O `- ` Z x z 0 C O i0 v N N'cu N N co 0 N U E U C U _ ` j 0 N C1 (0 co 0) O a c U- -a N N N v O N = v2) c'aL a O-0 •C E N U C.0 0)a`L'aC � = � � � rn co a? m �; 0 m di >, o.mT>. C N .o N in a) co c �, v, U E c a N N U •� 0)c0)0 c c 0) -0= N Q i co N 0 f0 f0 N C co O. U O N C1 ca w. > L N •- : 3 3 Qce W-Jco< 0u.D 0022F-a02c0cnc0 Pinnacle Architecture 'Cr N O M L) M C1 N 2 7 0 1. N M CONs000)'l'' N *t *t *k NI. O*t 4t *t 4t 4t 4t 4k 4k N O 'c 73 N 0) N N N N N N N N N N L . 0 C 73 73 73 73 73 'O 'O 'O 'a 'O b 'O Q cn woo 0000000000 CI3 co C O 0) 0) 0) 0) 0) 0) 0) 0) 0) 0) 0) 0) Ui VC O O m C c cc C cc C C C cc i (0 Zr) to,ca cd no no N CO N CO N 00 CO CO c` c L L L L L L L L L L L L To c c0 O` coo 0 0000000000 O '_ 0 < x 1- RESOURCES: Beg. Net Working Capital Revenues Grants - Private Total Revenues TOTAL RESOURCES REQUIREMENTS: Expenditures Debt Service: Interest Expense Interest Payment Deschutes County Bethlehem Inn (Fund 128) Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY% Coll. % $ (2,725,000) $ (2,722,510) $ 1,430,500 1,430,500 2,490 100% 100% $ (2,725,000) $ (2,722,510) $ - (1,430,500) 50% - (1,430,500) 50% 0% 2,861,000 0% 2,861,000 (1,294,500) (2,722,510) (1,428,010) 50% -2002% 18,000 50,000 10,465 7,535 50% Exp. % 2,490 - (2,861,000) - (2,861,000) 136,000 (2,722,510) (2,858,510) 29% a) 36,000 22,000 14,000 50,000 50% 0% TOTAL REQUIREMENTS 68,000 10,465 57,535 50% 8% NET (Resources - Requirements) (1,362,500) (2,732,975j (1,370,475) a) Interest on December 2010 negative cash balance ( $2,731,574.92) = b) Recap of expenditures - inception through December, 2010 Land/Building (Amertitle) - July 2007 Hickman Williams City of Bend - May 2008 KN EX CO Kleinfelder Total expended on facility Interest on Negative Cash Balance Total expended $ 2,241,313 17,578 250,000 5,289 3,732 2,517,913 215,062 $ 2,732,975 $1,399.91. b) 100,000 100,000 136,000 100,000 - (2,722,510) (2,758,510) Year End Budget Projection Variance 2,490 100% 100% $ (2,725,000) $ (2,722,510) $ - (1,430,500) 50% - (1,430,500) 50% 0% 2,861,000 0% 2,861,000 (1,294,500) (2,722,510) (1,428,010) 50% -2002% 18,000 50,000 10,465 7,535 50% Exp. % 2,490 - (2,861,000) - (2,861,000) 136,000 (2,722,510) (2,858,510) 29% a) 36,000 22,000 14,000 50,000 50% 0% TOTAL REQUIREMENTS 68,000 10,465 57,535 50% 8% NET (Resources - Requirements) (1,362,500) (2,732,975j (1,370,475) a) Interest on December 2010 negative cash balance ( $2,731,574.92) = b) Recap of expenditures - inception through December, 2010 Land/Building (Amertitle) - July 2007 Hickman Williams City of Bend - May 2008 KN EX CO Kleinfelder Total expended on facility Interest on Negative Cash Balance Total expended $ 2,241,313 17,578 250,000 5,289 3,732 2,517,913 215,062 $ 2,732,975 $1,399.91. b) 100,000 100,000 136,000 100,000 - (2,722,510) (2,758,510) Engineering Contract G. Friesen Associates, Inc. Original Contract Change Orders: Change Order #1 (Note a) Change Order #2 Change Order #3 Total Contract Amount Paid Through June 30, 2010 July 1, 2010 through December 31, 2010 Balance Due Construction Contract M A DeAtley Construction Inc Original Contract Change Orders: Change Order #1 Change Order #2 Change Order #3 Change Order #4 Change Order #5 Change Order #6 Change Order #7 (not likely to occur) Change Order #8 Change Order #9 Change Order #10 Change Order #11 Change Order #12 Change Order #13 Change Order #14 Total Contract Amount Paid Through June 30, 2010 July 1, 2010 through December 31, 2010 Balance Due Deschutes County - Solid Waste Area A Closure and Cell 5 Construction As of December 31, 2010 DEQ requirement for gas detection LFG well field management SOPs Storm sewer realignment, drainage, Area A thickness Meet CEC requirements, increase to electrical panel, Storm sewer realignment due to refuse encountered Revise valve vaults for improved efficiencies Add'I cover material from what will be Cell 6 Environmental controls building, pump station bulkheads Adjustment to pipe alignment to increase slope Additional rock to be set aside for future needs Manhole covers below grade to meet Road Dept requirements Modular Block Wall instead of MSE Wall Upgrade of cables (pump and leachate) Leachate Line connection from Cell 5 to Cells 3 & 4 Additional cover material due to settling Well modification, flow meter less LFG vaults Total of Engineering and Construction Contracts: Original Contracts Change Orders Total Contract Amount Paid Through June 30, 2010 July 1, 2010 through December 31, 2010 Balance Due "Area A" "Cell 5" Landfill Closure Fund 611 SW Capital Projects Fund 613 Total 241,869.00 182,516.00 424,385.00 19,656.00 21,500.00 34,316.00 33,431.00 19,656.00 21,500.00 67,747.00 317,341.00 215,947.00 533,288.00 254,413.44 153,904.42 408,317.86 62,927.56 62,042.58 124,970.14 2,097,140.50 3,290,779.98 5,387,920.48 14,302.54 24,885.69 152,500.00 1,332.00 2,486.98 26,000.00 5,350.00 2,323,997.71 45,095.00 152,500.00 148,958.89 225,000.00 5,167.76 3,200.00 6,354.75 3,877,056.38 45,095.00 14,302.54 24,885.69 305,000.00 148,958.89 1,332.00 225,000.00 2,486.98 5,167.76 3,200.00 6,354.75 26,000.00 5,350.00 6,201,054.09 1,707,132.00 2,054,537.51 3,761,669.51 373,720.63 1,534,748.19 1,908,468.82 243,145.08 287,770.68 530,915.76 2,339,009.50 3,473,295.98 5,812,305.48 302, 329.21 619, 707.40 922, 036.61 2,641,338.71 4,093,003.38 6,734,342.09 1,961,545.44 2,208,441.93 4,169,987.37 436,648.19 243.14508 Deschutes County Summary - Expenditures Compared to FY 2011 Budget FY 2011 Appropriations - M&S and Capital Outlay Expended to date in FY 2011 Remaining Appropriation 348,352 941,847 1,290,199 Balance Due on Contracts 243,145 "Area A" "Cell 5" Landfill Closure Fund 611 SW Capital Projects Fund 613 Total 785,000 2,538,638 3,323,638 436,648 Remaining Appropriation after contracts paid in full 105,207 654,077 759,283 FY 2011 Expenditures for other activities 32,210 299,387 331,597 Remaining Appropriation after Contracts/Other 72,997 354,690 427,686 Additional Appropriation in Contingency and Reserve for Future Expenditures 306,221 551,196 857,417 Deschutes County General Support Services - BOCC Conference/Seminar, Education/Training and Travel Expenditures and BOCC - County College Expenditures FY 2011 12/22/2010 BOCC Conference & Travel Jul Aug Sep Oct Nov Dec YTD Total Tammy Baney Conf/Sem & Educ/Training - - - 305 45 75 425 Travel Meals - 20 - - - 150 170 Accommodations - 77 - 429- 127 633 Mileage reimbursement - 240 - 255 - 306 801 Ground Transport/Parking - - - ; - - 27 27 Total Baney - 337 - 989 45 685 2,056 Dennis Luke Conf/Sem & Educ/Training - - -j 305 - - 305 Travel Meals - 56 37 25 74 32 225 Accommodations - 77 76 506 85 (214) 529 Mileage reimbursement - 282 178 190 211 148 1,008 Ground Transport/Parking - 17 - - - - 17 Total Luke - 432 292 1,025 370 (34) 2,085 Alan Unger Conf/Sem & Educ/Training - - - 305 45 - 350 Travel Meals - - - 198 - - 198 Accommodations - - - 1,414 - - 1,414 Airfare 1,133- - - - 1,133 Mileage reimbursement - - - 372 - - 372 Ground Transport/Parking - - - 29 - - 29 Total Unger 1,133 - - 2,317 45 - 3,495 Tony DeBone Conf/Sem & Educ/Training - - - - 350 - 350 Accommodations - - - 536 - (107)J 429 Mileage reimbursement - - - - - 122 122 Total Other - - - 536 350 14 900 Total - BOCC Department Conf/Sem & Educ/Training - - - 610 395 75 1,430 Travel Meals - 76 37 25 74 182 593 Accommodations - 154 76 1,470 85 (195) 3,005 Airfare - - - - - - 1,133 Mileage Reimbursement 522 178 445 211 454 2,302 Ground Transport - 17 - - - 27 73 Total - BOCC Department - 769 292 2,550 765 544 8,536 FY 2011 Budget 19,600 Percent of FY 2011 Budget Expended 43.6% BOCC County College Public Information - - 1,874 - - - 1,874 Office/Copier Supplies - - 33 ; 65 52 - 150 Meeting Supplies - - 295 930 828 - 2,053 - - 2,202 995 880 - 4,077 12/22/2010 RESOURCES: Beg. Net Working Capital Revenues Cleaning/Maintenance Utility Reimbursement Facilities Charge to State Miscellaneous Interest on Investments Grants Building Svcs Indirect Chgs Total Revenues Transfers In TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency TOTAL REQUIREMENTS Building Services - 620 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY% , Coll. % Budget Year End Projection Variance $ 310,000 $ 371,047 $ 61,047 100% n/a $ 310,000 $ 371,047 $ 61,047 45,006 4,150 88,998 3,500 995,618 1,137,272 38,963 1,486,235 39,383 1,619 72,925 3,827 1,704 5,800 995,615 1,120,872 38,963 1,530,882 (5,623) (2,531) (16,073) 3,827 (1,796) 5,800 (16,397) (1) 44,650 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 44% 20% 41% n/a 24% n/a 50% 49% 50% 57% Exp. % 90,012 90,012 8,300 8,300 177,996 177,996 3,827 7,000 3,300 5,800 1,991,229 1,991,229 2,274,537 2,280,463 77,925 77,925 2,662,462 2,729,435 3,827 (3,700) 5,800 5,926 66,973 830,101 818,660 11,441 50% 49% 1,660,202 1,660,202 393,289 330,263 63,026 50% 42% 786,577 786,577 3,000 3,000 50% 0% : 6,000 6,000 104,842 104,842 50% 0% 209,683 209,683 1,331,231 1,148,922 182,309 50% 43% 2,662,462 2,452,779 209,683 NET (Resources - Requirements) 155,004 381,959 226,959 276,656 276,656 Admin Services - 625 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 120,000 $ 70,480 $ (49,520) 100% n/a $ 120,000 $ 70,480 $ (49,520) Revenues Miscellaneous 20 20 50% n/a 20 20 Interest on Investments 385 430 45 50% 56% 770 770 Admin Dept Indirect Chgs 440,869 441,050 181 50% 50% 881,738 881,738 Total Revenues 441,254 441,500 246 50% 50% 882,508 882,528 20 Transfers In -General Fund 20,000 20,000 - 50% 50% 40,000 40,000 TOTAL RESOURCES 581,254 531,980 (49,274) 50% 51% 1,042,508 993,008 (49,500) REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency Exp. °Ao 422,894 412,710 10,183 50% 49% , 845,787 845,787 57,997 28,663 29,333 50% 25% 115,993 115,993 50 50 50% 0% 100 100 40,314 40,314 50% 0% 80,628 80,628 TOTAL REQUIREMENTS 521,254 441,373 79,881 50% 42% 1,042,508 961,780 80,728 NET (Resources - Requirements) 60,000 90,606 30,606 31,228 31,228 BOCC - 628 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY% Coll. % Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 100,000 $ 95,210 $ (4,790) 100% n/a $ 100,000 $ 95,210 $ (4,790) Revenues Sale Map Photo or Copies 75 35 (40) 50% n/a 150 150 Interest on Investments 350 355 5 50% n/a 700 700 Admin Dept Indirect Chgs 180,410 180,484 74 50% 50% 360,820 360,820 TOTAL RESOURCES 280,835 276,085 (4,750) 50% 60% 461,670 456,880 (4,790) REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency Exp. % 168,772 166,912 1,860 50% 49% 337,544 337,544 48,449 57,325 (8,876) 50% 59% 96,897 96,897 50 50 50% 0% 100 100 13,565 13,565 50% 0% 27,129 27,129 TOTAL REQUIREMENTS 230,836 224,237 6,599 50% 49% 461,670 434,441 27,229 NET (Resources - Requirements) 49,999 51,848 1,850 22,439 22,439 Finance - 630 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 500,000 $ 573,333 $ 73,333 100% n/a $ 500,000 $ 573,333 $ 73,333 Revenues Investment Fee 40,000 23,788 (16,212) 50% 30% 80,000 45,000 (35,000) Photo copies 151 151 50% n/a 151 151 COLES/CODE Contract 2,723 (2,723) 50% 0% 5,446 5,446 Interest on Investments 6,000 2,053 (3,947) 50% 17% 12,000 4,000 (8,000) Interfund Contracts 10,000 10,000 - 50% 50% 20,000 20,000 Administrative Fee 6,000 6,000 50% 50% 12,000 12,000 - Finance Dept Indirect Chgs 413,937 414,107 170 50% 50% 827,874 827,874 Total Revenues 478,660 456,098 (22,562) 50% 48% 957,320 914,471 (42,849) TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 978,660 1,029,431 50,771 50% 71% 1,457,320 1,487,803 30,483 Exp. % 433,395 410,141 23,254 50% 47% 866,790 866,790 136,022 167,795 (31,773) 50% 62% 272,044 272,044 - 5,000 5,000 50% 0% 10,000 10,000 154,243 154,243 50% 0% 308,486 308,486 TOTAL REQUIREMENTS 728,660 577,936 150,724 50% 40% 1,457,320 1,138,834 318,486 NET (Resources - Requirements) 250,000 451,494 201,494 348,969 348,969 a) Will be paid in June 2011. Legal - 640 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % RESOURCES: Beg. Net Working Capital $ 90,000 $ 128,128 $ 38,128 100% nla Revenues Sale Map Photo or Copies 150 140 (10) 50% 47% Miscellaneous 1,500 316 (1,184) 50% 11% Interest on Investments 750 628 (122) 50% 42% Interfund Contract 7,500 6,364 (1,136) 50% 42% Legal Counsel Indirect Chgs 377,316 377,316 - 50% 50% Total Revenues 387,216 384,763 (2,453) TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services 374,179 354,402 19,776 50% 47% 748,357 748,357 Materials and Services 24,238 17,255 6,983 50% 36% 48,475 48,475 Capital Outlay 50 50 50% 0% 100 100 Contingency 33,750 33,750 50% 0% 67,500 67,500 TOTAL REQUIREMENTS 432,216 371,657 60,559 50% 43% 864,432 796,832 67,600 Budget Year End Projection Variance 90,000 $ 128,128 $ 38,128 300 300 3,000 3,000 1,500 1,100 (400) 15,000 15,000 754,632 754,632 774,432 774,032 (400) 477,216 512,892 35,676 50% 59% 864,432 902,160 37,728 Exp. % NET (Resources - Requirements) 45,000 141,235 96,235 105,328 105,328 Personnel - 650 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 290,000 $ 351,450 $ 61,450 100% n/a $ 290,000 $ 351,450 $ 61,450 Revenues Miscellaneous 500 13,789 13,289 50% 1379% a) 1,000 13,789 12,789 Interest on Investments 3,000 1,516 (1,484) 50% 25% 6,000 3,000 (3,000) Personnel Indirect Chgs 362,665 362,665 50% 50% 725,330 725,330 Total Revenues 366,165 377,970 11,805 50% 52% " 732,330 742,119 9,789 TOTAL RESOURCES 656,165 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 729,421 73,256 Exp. % 1,022,330 1,093,569 71,239 300,537 290,544 9,993 50% 48% 601,074 601,074 170,078 54,892 115,186 50% 16% 340,156 340,156 50 - 50 50% 0% 100 - 100 40,500 40,500 50% 0% 81,000 - 81,000 TOTAL REQUIREMENTS 511,165 345,435 165,730 50% 34% 1,022,330 941,230 81,100 NET (Resources - Requirements) 145,000 383,985 238,985 152,339 152,339 a) Manley Services Payment Information Tech - 660 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 435,000 $ 480,723 $ 45,723 100% n/a $ 435,000 $ 480,723 $ 45,723 Revenues City of Redmond 50% n/a - Miscellaneous 500 - (500) 50% 0% 1,000 1,000 Interest on Investments 3,000 1,954 (1,046) 50% 33% 6,000 3,800 (2,200) Leases 10,500 8,810 (1,690) 50% n/a - 21,000 21,000 I T Indirect Chgs 1,011,623 1,011,623 - 50% 50% 2,023,245 2,023,245 Total Revenue 1,025,623 1,022,386 (3,236) 50% 50% 2,051,245 2,049,045 (2,200) Transfers In -General Fund 33,000 33,000 - 50% 50% 66,000 66,000 TOTAL RESOURCES 1,493,623 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 1,536,110 42,487 50% 60% Exp. % 2,552,245 2,595,768 43,523 912,879 905,688 7,190 50% 50% 1,825,757 1,795,757 30,000 261,439 204,949 56,489 50% 39% 522,877 442,877 80,000 50 50 50% 0% 100 100 101,756 101,756 50% 0% 203,511 - 203,511 TOTAL REQUIREMENTS 1,276,123 1,110,637 165,485 50% 44% 2,552,245 2,238,634 313,611 NET (Resources - Requirements) 217,500 425,473 207,973 357,134 357,134 RESOURCES: Beg. Net Working Capital Revenues Interest Interfund Contract IT Reserve Charges Total Revenue TOTAL RESOURCES REQUIREMENTS: Expenditures Materials and Services Capital Outlay Res for Future Expenditure TOTAL REQUIREMENTS NET (Resources - Requirements) a) From Solid Waste IT Reserve - 661 Statement of Financial Operating Data Six Months Ended December 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Revised Budget Year End Projection Variance $ 161,896 $ 212,360 $ 50,464 100% n/a $ 161,896 $ 212,360 $ 50,464 1,000 117,000 118,000 279,896 37,000 62,000 99,948 762 3,400 117,000 121,162 (238) 50% 3,400 50% - 50% 3,162 50% 38% rda a) 50% 51% 333,522 53,626 50% 84% 1,940 39,771 35,060 22,229 99,948 198,948 50% 50% 50% 41,711 157,237 50% 80,948 291,810 210,862 Exp. % 3% b) 32% b) 0% 2,000 1,500 3,400 234,000 234,000 (500) 3,400 236,000 238,900 2,900 397,896 451,260 53,364 74,000 124,000 199,896 74,000 124,000 199,896 10% 397,896 198,000 199,896 253,260 253,260