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HomeMy WebLinkAbout2011-03-28 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, MARCH 28, 2011 Present were Commissioners Tammy Baney and Tony DeBone; Commissioner Alan Unger was out of the office. Also present were Dave Kanner, County Administrator; Erik Kropp, Deputy County Administrator; and Marty Wynne, Finance Director. No representatives of the media or other citizens were present. Chair Baney opened the meeting at 1:30 p.m. 1. Tax/Finance Update. Financial circumstances have not changed much in the last month. Investment rates are still very low. The average is below 0.7, which is what is being budgeted by the departments. The investment pool is at 0.5, which will hold for about 18 months. He went over general fund numbers relating to the Clerk's revenue. Other departments are not yet projecting figures. Community Development is getting some revenue from the Sunriver aquatic park project. In regard to health care costs, claims may be about 7% higher by the end of the year. This is better than in most situations. Dave Kanner said that the increase in costs does not have to do with covering more individuals, but medical costs in general. The costs of the new clinic are tracked separately, and those include one-time costs of establishing the clinic and getting it supplied. The annual cost of running the clinic will be about $500,000. A savings of more than that is anticipated. Prescription costs may be a big part of future savings, as prescription drugs cost about $2 million a year. There will be an RFP for the prescription drug program since HealthStat cannot handle this. The County would pay costs plus an administration fee, which will equal a huge savings to the County and the employee. Minutes of Board of Commissioners' Work Session Monday, March 28, 2011 Page 1 of 2 Pages Regarding capital projects funds, the OSP project shows a significant amount under budget. The savings can be used for debt service or another capital project. It is proposed that these funds would be used to expand space for the District Attorney and the Circuit Court. A square footage needs analysis will be done soon. Chair Baney said she would like to see some of this money go to the jail remodel project. She feels that the D.A. and Courts may ask for more than they really need. Mr. Kanner stated that it is obvious that the D.A.'s Office needs more space. A study would include what is actually needed now and consideration given to what might be needed in the future. The fund will be named the campus improvement fund. There should be some funds remaining from the 9-1-1 project as well. Those funds will be used for debt service on that project. Chair Baney asked that during the budget process, some thought be given to repaying the Solid Waste fund as well. 2. Other Items. None were offered. Being no further discussion, the meeting adjourned at 2:25 p.m. DATED this Day of Deschutes County Board of Commissioner . ATTEST: Recording Secretary N(Y4A1v,,,, 2011 for the Tammy Baney, Chair Anthony DeBone, Vice Chair c(,(, Alan Unger, Commissioner Minutes of Board of Commissioners' Work Session Page 2 of 2 Pages Monday, March 28, 2011 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 PM, MONDAY, MARCH 28, 2011 1. Tax/Finance Update — Marty Wynne 2. Other Items 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(2Xd), labor negotiations; or ORS 192.660(2) (b), personnel issues. Meeting dates, times and discussion items are subject to change. All meetings are conducted in the Board of Commissioners' meeting rooms at 1300 NW Wall St., Bend, unless otherwise indicated. If you have questions regarding a meeting, please call 388-6572. Deschutes County meeting locations are wheelchair accessible. Deschutes County provides reasonable accommodations for persons with disabilities. For deaf, hearing impaired or speech disabled, dial 7-1-1 to access the state transfer relay service for TTY. Please call (541) 388-6571 regarding alternative formats or for further information. Monthly Meeting with Board of Commissioners Finance Director/Treasurer AGE NDA March 28, 2011 (1) Monthly Investment Report (2) February 2011 Financials �esc utes ountA roll. A 1 D 0 ota nv-s Investment Income Fiscal Year 2010-11 $ C H 0 a 67,968 $ 615,137 Total Investment Income 67,968 615,137 Less Fee: 5% of Invest. Income (3,398) (30,757) Investment Income - Net $ 64,569 $ 584,380 11 Investments By County Function General $ 142,122,547 Total Investments $ 142,122,547 rfrI • • , 71 11FflUirron- Trvtrrnrrurairj 0 0. e e .gee e* 0 0 0 0 lto 0oO p • 6co0 0 o Q 141 V O N CO ' V Co ' N ' to Ar N M I� M c0 r M l0 0, r O r r • ti N CO CD O c6 Z 0 0. E E o • �. O O 0 0 N ctoc c O. • )- 1/). W Y 0_ • Q co CO J I0 N N N V h Total Investments O O O CO CO 0 CO CO N- O O O O 10 G E O 0 Average Maturity in Days 0 c 0 0 eee eeea' o o '0 in in o 0 o o P. N N N r O to E CD0 E cu N • g 2 co ,_ c o m co 01- a m c m o. m (). 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Q'aLLc Z mqm.wm 0m0 jc 0x Um �o0“4U 5£EmE E•o ml= - mm)Smammn®fl63mUULLHw s. 4- Memorandum Date: March 15, 2011 To: Board of County Commissioners Dave Kanner, County Administrator From: Marty Wynne, Finance Director RE: Monthly Financial Reports Attached please find February 2011 financial reports for the following funds: General (001), Community Justice — Juvenile (230), Sheriff's (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 Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance FY% Coll. % Revised 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 13,710,667 19,883,396 6,172,729 67% 97% 20,566,000 20,996,770 430,770 Gen. Rev. - excl. Taxes 1,598,092 1,913,493 315,401 67% 80% a) 2,397,138 2,397,138 Assessor 530,460 643,935 113,475 67% 81% b) 795,690 795,690 County Clerk 813,809 1,006,396 192,587 67% 82% 1,220,714 1,220,714 BOPTA 8,265 1,213 (7,052) 67% 10% 12,398 12,398 District Attorney 209,400 117,650 (91,750) 67% 37% 314,100 270,300 (43,800) Finance/Tax 120,133 162,880 42,747 67% 90% b) 180,200 180,200 Veterans 45,244 33,772 (11,472) 67% 50% 67,866 67,866 Property Management 60,755 66,102 5,347 67% 73% 91,132 91,132 Grant Projects 1,333 1,333 0 67% 67% 2,000 2,000 Total Revenues 17,098,158 23,830,171 6,732,013 67% 93% 25,647,238 26,034,208 386,970 TOTAL RESOURCES 25,398,158 33,507,870 8,109,712 67% 99% 33,947,238 35,711,907 1,764,669 REQUIREMENTS: Expenditures Assessor County Clerk BOPTA District Attomey Finance/Tax Veterans Property Management Grant Projects Non -Departmental Contingency Exp. % 2,254,813 2,112,459 142,354 67% 62% 3,382,219 3,382,219 989,418 865,893 123,525 67% 58% 1,484,127 1,484,127 50,269 37,466 12,803 67% 50% 75,403 75,403 3,254,751 3,183,478 71,273 67% 65% 4,882,127 4,748,714 133,413 564,607 562,379 2,228 67% 66% 846,910 846,910 174,798 173,478 1,320 67% 66% 262,197 262,197 168,818 167,897 921 67% 66% 253,227 253,227 74,802 73,345 1,457 67% 65% 112,203 112,203 1,479,591 833,771 645,820 67% 38% 2,219,387 2,219,387 3,363,516 3,363,516 67% n/a 5,045,274 5,045,274 12,375,383 8,010,165 4,365,218 67% 43% 18,563,074 13,384,387 5,178,687 Transfers Out 9,849,443 10,273,302 (423,859) 67% 70% c) 14,774,164 14,774,164 TOTAL REQUIREMENTS 22,224,826 18,283,467 3,941,359 67% 55% 33,337,238 28,158,551 5,178,687 NET (Resources - Requirements) 3,173,332 15,224,403 12,051,071 d) 610,000 7,553,356 6,943,356 Beginning NWC per Requested Budget 7,300,000 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) Revised Budget and Year End Projection include $1.8 million transfer of "one time resources". d) Appropriation transferred to Fund 575 - $610,000 COMM JUSTICE -JUVENILE Statement of Financial Operating Data Eight Months Ended February 28, 2011 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 10,351 3,882 (6,469) 67% 25% a) 15,527 15,527 SB #1065 -Court Assess. 40,000 32,758 (7,242) 67% 55% 60,000 57,500 (2,500) Discovery Fee 10,667 9,441 (1,226) 67% 59% 16,000 16,000 Food Subsidy 25,333 15,675 (9,658) 67% 41% b) 38,000 37,000 (1,000) OYA Basic & Diversion 226,671 48,917 (177,754) 67% 14% c) 340,006 266,358 (73,648) Inmate/Prisoner Housing 66,667 46,500 (20,167) 67% 47% d) 100,000 80,000 (20,000) Inmate Commissary Fees 67 92 25 67% 92% 100 100 Contract Payments 58,993 39,448 (19,545) 67% 45% 88,490 70,000 (18,490) Miscellaneous 200 61 (139) 67% 20% 300 100 (200) MIP Diversion Fees 667 150 (517) 67% 15% 1,000 300 (700) Interest on Investments 11,333 5,637 (5,696) 67% 33% 17,000 9,000 (8,000) Leases 1,600 1,600 67% 67% 2,400 2,400 Grants - Private 333 327 (6) 67% 65% 500 500 Health & Human Svcs Chg 4,000 3,319 (681) 67% 55% 6,000 6,000 CCF Interfund Grant 40,330 48,250 7,920 67% 80% b)e) 60,495 96,500 36,005 Gen Fund Grant -Crime Prev. 13,333 10,000 (3,333) 67% 50% 20,000 20,000 Total Revenues 510,545 266,057 (244,488) 67% 35% 765,818 677,285 (88,533) Transfers In -General Fund 3,695,457 3,695,457 - 67% 67% 5,543,186 5,543,186 TOTAL RESOURCES 5,193,002 5,001,511 (191,491) 67% 69% 7,296,004 7,260,468 (35,536) REQUIREMENTS: Expenditures Community Justice -Juvenile Exp. % Personal Services 1,975,971 1,818,292 157,679 67% 61% f) 2,963,956 2,725,000 238,956 Materials and Services 799,924 672,151 127,773 67% 56% g) 1,199,886 1,100,000 99,886 Capital Outlay 67 67 67% 0% 100 100 Juvenile Resource Center Personal Services 1,543,403 1,419,498 123,905 67% 61% h) 2,315,104 2,200,000 115,104 Materials and Services 116,996 109,306 7,690 67% 62% 175,494 167,000 8,494 Contingency 427,643 427,643 67% n/a 641,464 641,464 TOTAL REQUIREMENTS 4,864,004 4,019,247 844,757 67% 55% 7,296,004 6,192,000 1,104,004 NET (Resources - Requirements) 328,998 982,264 653,266 1,068,468 1,068,468 Beginning NWC per Requested Budget 1,101,374 a) Second quarter Federal Grant anticipated in March ($7,000 request for reimbursement recently submitted) 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 - New reduction due to under -utilization of Maplestar treatment foster care - (population of kids in Maplestar less than anticipated in the original budget) 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 RESOURCES: Beg. Net Working Capital Revenues Law Enf Dist Countywide Total Revenues TOTAL RESOURCES SHERIFF - Fund 255 Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance FY % I CoII. % $ - $ 15,219,638 24,330,264 19,535,735 12,025,594 (3,194,044) (4,794,529) 100% n/a $ - $ - $ 67% 53% 22,829,457 18,778,182 (4,051,275) 67% 55% 67% 54% 36,495,396 30,240,631 (6,254,765) 24,330,264 19,535,735 (4,794,529) 67% 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 - DIS Fund 1,924,445 548,291 968,691 1,100, 528 5,320,434 440,257 6,569,909 187,234 116,294 778,269 1,928,161 220,000 397,945 188,679 3,507,793 66,667 66,667 2,174,950 539,827 1,074,152 996,209 5,079,838 403,493 5,753,604 178,828 110,792 705,307 1,749,096 160,665 393,089 55,345 100,000 60,539 (250,505) 8,464 (105,461) 104,319 240,596 36,764 816,305 8,406 5,502 72,962 179,065 59,335 4,856 133,334 3,507,793 (33, 333) 6,128 TOTAL REQUIREMENTS 24,330,264 19,535,735 NET (Resources - Requirements) Beginning NWC per Requested Budget 54% Exp. % 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 75% a) 66% b) 74% b) 60% b) 64% b) 61% b) 58% c) 64% 64% 60% d) 60% e) 49% f) 66% 20% n/a n/a 61% 36,495,396 30,240,631 (6,254,765) 2,886,668 822,436 1,453,036 1,650,792 7,980,651 660,386 9,854,864 280,851 174,441 1,167,404 2,892,242 330,000 596,917 283,018 5,261,690 100,000 100,000 2,953,668 (67,000) 773,336 49,100 1,417,016 36,020 1,535,737 115,055 7,724,351 256,300 637,286 23,100 9,433,364 421,500 273,751 7,100 169,341 5,100 1,241,404 (74,000) 2,701,142 191,100 304,900 25,100 592,317 4,600 283,018 - 5,261,690 100,000 100,000 4,794,529 67% 54% 36,495,396 30,240,631 6,254,765 a) Higher than budgeted employee vacation sell back and legal labor expenses b) Delay in filling open positions will result in lower personnel expenditures for FY 2011 c) Unfilled budgeted positions and less than planned jail bed rental. Forecast includes $146,000 for jail bed rental and $350,000 for JMS software in Qtr 3 & Qtr 4 d) Purchase of new marine patrol boat will be reimbursed by State and higher personnel expenses due to promotions e) Unfilled budgeted positions and lower material and service expenditures projected for FY 2011 f) Personnel expenses will be lower than planned due to employee transfers Year End Budget Projection Variance 100% n/a $ - $ - $ 67% 53% 22,829,457 18,778,182 (4,051,275) 67% 55% 67% 54% 36,495,396 30,240,631 (6,254,765) 24,330,264 19,535,735 (4,794,529) 67% 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 - DIS Fund 1,924,445 548,291 968,691 1,100, 528 5,320,434 440,257 6,569,909 187,234 116,294 778,269 1,928,161 220,000 397,945 188,679 3,507,793 66,667 66,667 2,174,950 539,827 1,074,152 996,209 5,079,838 403,493 5,753,604 178,828 110,792 705,307 1,749,096 160,665 393,089 55,345 100,000 60,539 (250,505) 8,464 (105,461) 104,319 240,596 36,764 816,305 8,406 5,502 72,962 179,065 59,335 4,856 133,334 3,507,793 (33, 333) 6,128 TOTAL REQUIREMENTS 24,330,264 19,535,735 NET (Resources - Requirements) Beginning NWC per Requested Budget 54% Exp. % 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 75% a) 66% b) 74% b) 60% b) 64% b) 61% b) 58% c) 64% 64% 60% d) 60% e) 49% f) 66% 20% n/a n/a 61% 36,495,396 30,240,631 (6,254,765) 2,886,668 822,436 1,453,036 1,650,792 7,980,651 660,386 9,854,864 280,851 174,441 1,167,404 2,892,242 330,000 596,917 283,018 5,261,690 100,000 100,000 2,953,668 (67,000) 773,336 49,100 1,417,016 36,020 1,535,737 115,055 7,724,351 256,300 637,286 23,100 9,433,364 421,500 273,751 7,100 169,341 5,100 1,241,404 (74,000) 2,701,142 191,100 304,900 25,100 592,317 4,600 283,018 - 5,261,690 100,000 100,000 4,794,529 67% 54% 36,495,396 30,240,631 6,254,765 a) Higher than budgeted employee vacation sell back and legal labor expenses b) Delay in filling open positions will result in lower personnel expenditures for FY 2011 c) Unfilled budgeted positions and less than planned jail bed rental. Forecast includes $146,000 for jail bed rental and $350,000 for JMS software in Qtr 3 & Qtr 4 d) Purchase of new marine patrol boat will be reimbursed by State and higher personnel expenses due to promotions e) Unfilled budgeted positions and lower material and service expenditures projected for FY 2011 f) Personnel expenses will be lower than planned due to employee transfers RESOURCES: Beg. Net Working Capital Tax Revenues - Current Tax Revenues - Prior Federal Grants State Grant Transp. of State Wards SB 1145 Des. Cty Video Lottery Grant Des Cty Court Security Des Cty Juvenile Contract Title III Reimbursement Transport DC Fair & Expo Center Inmate Commissary Fees Work Center Work Crews Concealed Handgun Classes Soc Sec Incentive -Fed Miscellaneous Oregon Mentors Medical Services Reimb Restitution Sheriff Fees Interest Interest on Unsegregated Rentals Donations Sale of Reportable Assets Total Revenues TOTAL RESOURCES REQUIREMENTS: Department Sheriffs Services Civil Auto/Comm Adult Jail Court Security Emer Svcs Special Services Work Center Training Other (CODE, Forensic) Internal Services Transfer to Debt Service Transfer to Jail Remodel Transfer for Reserve Fund Contingency Total Requirements Net Fund 701 LED -Countywide Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance FY % Coll. % $4,722,862 $ 5,609,156 $ 886,294 100% 9,902,396 14,052,826 4,150,430 67% 428,000 606,484 178,484 67% 23,333 46,415 23,082 67% 32,317 54,332 22,015 67% 3,333 (3,333) 67% 1,316,440 1,480,995 164,555 67% 3,333 (3,333) 67% 63,333 63,237 (96) 67% 3,454 3,454 67% 100,000 154,996 54,996 67% 2,667 424 (2,243) 67% 4,185 4,185 67% 32,000 44,992 12,992 67% 16,667 42,810 26,143 67% 4,000 2,700 (1,300) 67% 3,333 5,200 1,867 67% 3,333 4,200 867 67% 9,520 9,520 67% 8,000 13,142 5,142 67% 667 3,390 2,723 67% 106,667 162,146 55,479 67% 18,889 33,075 14,186 67% 2,355 1,546 (809) 67% 2,500 2,500 67% 200 200 67% 1,257 1,257 67% 12,071,063 16,794,028 4,722,965 67% 16,793,925 22,403,184 5,609,259 67% 1,820,525 548,291 348,729 6,569,909 187,234 116,294 628,842 1,928,161 134,200 397,945 27,728 66,667 66,667 66,667 2,311,780 2,057,502 539,827 386,695 5,753,604 178,828 110,792 569,888 1,749,096 98,006 393,089 27,728 60,539 100,000 (236,977) 8,464 (37,966) 816,306 8,406 5,502 58,953 179,065 36,194 4,856 (0) 6,128 (33,333) 66,667 2,311,780 15,219,638 12,025,594 3,194,043 1,574,287 10,377,590 8,803,303 Beginning NWC per Requested Budget 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 119% $ 4,722,862 $5,609,156 $ 886,294 95% 14,853,594 14,853,594 94% 642,000 727,000 85,000 133% a) 35,000 46,415 11,415 112% 48,475 71,627 23,152 0% 5,000 5,000 - 75% a) 1,974,660 1,854,660 (120,000) 0% 5,000 5,000 67% 95,000 95,000 n/a 3,454 3,454 103% a) 150,000 154,996 4,996 11% 4,000 4,000 - n/a - 4,185 4,185 94% 48,000 68,000 20,000 171% b) 25,000 50,000 25,000 45% 6,000 6,000 104% 5,000 5,200 200 84% 5,000 5,000 n/a 15,000 15,000 110% 12,000 18,000 6,000 339% 1,000 5,000 4,000 101% c) 160,000 220,000 60,000 117% 28,333 53,075 24,742 44% 3,533 3,533 n/a 2,500 2,500 n/a 200 200 n/a 1,257 1,257 93% 18,106,595 18,277,697 171,102 98% 22,829,457 23,886,853 1,057,396 Exp. % 75% 66% 74% 58% 64% 64% 60% 60% 49% 66% 67% 61% 100% 0% 0% 53% 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 2,730,788 822,436 523,093 9,854,864 280,851 174,441 943,262 2,892,242 201,300 596,917 41,592 100,000 100,000 100,000 3,467,671 2,794,170 (63,382) 773,336 49,100 510,126 12,967 9,433,364 421,500 273,751 7,100 169,341 5,100 1,003,054 (59,792) 2,701,142 191,100 185,989 15,311 592,317 4,600 41,592 100,000 100,000 100,000 3,467,671 22,829,457 18,778,182 4,051,275 5,108,671 5,108,671 5,108,671 Year End Budget L Projection Variance 119% $ 4,722,862 $5,609,156 $ 886,294 95% 14,853,594 14,853,594 94% 642,000 727,000 85,000 133% a) 35,000 46,415 11,415 112% 48,475 71,627 23,152 0% 5,000 5,000 - 75% a) 1,974,660 1,854,660 (120,000) 0% 5,000 5,000 67% 95,000 95,000 n/a 3,454 3,454 103% a) 150,000 154,996 4,996 11% 4,000 4,000 - n/a - 4,185 4,185 94% 48,000 68,000 20,000 171% b) 25,000 50,000 25,000 45% 6,000 6,000 104% 5,000 5,200 200 84% 5,000 5,000 n/a 15,000 15,000 110% 12,000 18,000 6,000 339% 1,000 5,000 4,000 101% c) 160,000 220,000 60,000 117% 28,333 53,075 24,742 44% 3,533 3,533 n/a 2,500 2,500 n/a 200 200 n/a 1,257 1,257 93% 18,106,595 18,277,697 171,102 98% 22,829,457 23,886,853 1,057,396 Exp. % 75% 66% 74% 58% 64% 64% 60% 60% 49% 66% 67% 61% 100% 0% 0% 53% 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 2,730,788 822,436 523,093 9,854,864 280,851 174,441 943,262 2,892,242 201,300 596,917 41,592 100,000 100,000 100,000 3,467,671 2,794,170 (63,382) 773,336 49,100 510,126 12,967 9,433,364 421,500 273,751 7,100 169,341 5,100 1,003,054 (59,792) 2,701,142 191,100 185,989 15,311 592,317 4,600 41,592 100,000 100,000 100,000 3,467,671 22,829,457 18,778,182 4,051,275 5,108,671 5,108,671 5,108,671 Fund 702 LED Rural Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance 1 FY % Coll. % RESOURCES: Beg. Net Working Capital Revenues Tax Revenues - Current Tax Revenues - Prior Federal Grants Federal Grants-BLM US Forest Service State Grant SB #1065 Court Assessmi Marine Board License Fee Des Cty General Fund GrE Des Cty Transient Room 1 City of Sisters Des Cty Tax/Fin Contract Des Cty CDD Contract Des Cty Solid Waste Cont Des Cty Clerk/Election School Districts Claims Reimbursement Security & Traffic Reimb Seat Belt Program Miscellaneous Restitution Sheriff Fees Court Fines & Fees Impound Fees Restitution - Street Crimes Interest Interest on Unsegregated Donations Sale of Reportable Assets Sale of Equip & Material Total Revenues TOTAL RESOURCES REQUIREMENTS: Department Sheriff's Services Auto/Comm Investigations Patrol Records Special Services Training Internal Services Transfer for Reserve Fund Contingency $1,905,939 5 2,498,487 $ 592,548 100% 5,005,497 209,333 1,333 51,000 125,089 44,667 94,955 468,239 1,298,428 288,437 667 36,244 36,244 1,333 66,667 8,667 4,000 6,667 333 6,667 56,667 10,000 333 6,667 1,200 6,667 4,000 7,078,436 302,156 7,162 7,608 64,125 73,926 32,758 1,298,428 288,437 36,244 36,244 675 32,725 8,472 1,081 4,175 8,100 6,440 81,523 4,300 13,500 777 4,090 32,762 3,275 2,072,939 67% 92,823 67% 5,829 67% 7,608 67% 13,125 67% (51,163) 67% (11,909) 67% (94,955) 67% (468,239) 67% 67% (0) 67% (667) 67% 67% 67% (658) 67% (33,942) 67% 8,472 67% (7,586) 67% 175 67% 1,433 67% (333) 67% (227) 67% 24,856 67% (5,700) 67% (333) 67% 6,833 67% (423) 67% 4,090 67% 26,095 67% (725) 67% 131% $1,905,939 5 2,498,487 $ 592,548 94% 7,508,247 96% 314,000 358% a) 2,000 n/a 84% 39% 49% 0% b) 0% c) 67% 67% 0% 67% 67% 34% 33% d) n/a 8% 70% 81% 0% 64% 96% e) 29% 0% 135% 43% n/a 328% f) 55% 7,840,001 9,427,420 1,587,419 50% 80% 9,745,940 11,925,907 2,179,967 50% 87% 103,920 619,962 1,100,528 5,320,434 440,257 149,428 85,800 27,617 66,667 1,196,013 117,447 687,457 996,209 5,079,838 403,493 135,419 62,660 27,617 (13,527) 67% (67,495) 104,319 67% 240,596 67% 36,764 67% 14,009 67% 23,140 67% 67% 66,667 67% 1,196,013 67% 67% Net 635,314 4,415,766 3,780,452 Beginning NWC per Requested Budget 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 Exp. % 75% 74% 60% 64% 61% 60% 49% 67% 0% 0% 55% 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 85,000 15,000 500 10,000 1,800 10,000 6,000 7,508,247 371,000 10,000 10,000 78,750 187,633 50,000 187,433 702,358 1,947,642 432,655 1,000 54,366 54,366 2,000 50,000 8,472 13,000 6,000 10,000 500 10,000 120,000 15,000 500 20,000 1,800 5,000 32,762 10,000 57,000 8,000 10,000 2,250 (17,000) 45,000 (50,000) 8,472 35,000 10,000 55,000 22,762 4,000 11,760,000 11,900,484 140,484 13,665,939 14,398,971 733,032 155,880 929,943 1,650,792 7,980,651 660,386 224,142 128,700 41,426 100,000 1,794,019 159,498 906,890 1,535,737 7,724,351 637,286 238,350 118,911 41,426 100,000 (3,618) 23,053 115,055 256,300 23,100 (14,208) 9,789 1,794,019 - 2,936,523 2,936,523 2,936,523 Year End Budget Projection Variance 131% $1,905,939 5 2,498,487 $ 592,548 94% 7,508,247 96% 314,000 358% a) 2,000 n/a 84% 39% 49% 0% b) 0% c) 67% 67% 0% 67% 67% 34% 33% d) n/a 8% 70% 81% 0% 64% 96% e) 29% 0% 135% 43% n/a 328% f) 55% 7,840,001 9,427,420 1,587,419 50% 80% 9,745,940 11,925,907 2,179,967 50% 87% 103,920 619,962 1,100,528 5,320,434 440,257 149,428 85,800 27,617 66,667 1,196,013 117,447 687,457 996,209 5,079,838 403,493 135,419 62,660 27,617 (13,527) 67% (67,495) 104,319 67% 240,596 67% 36,764 67% 14,009 67% 23,140 67% 67% 66,667 67% 1,196,013 67% 67% Net 635,314 4,415,766 3,780,452 Beginning NWC per Requested Budget 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 Exp. % 75% 74% 60% 64% 61% 60% 49% 67% 0% 0% 55% 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 85,000 15,000 500 10,000 1,800 10,000 6,000 7,508,247 371,000 10,000 10,000 78,750 187,633 50,000 187,433 702,358 1,947,642 432,655 1,000 54,366 54,366 2,000 50,000 8,472 13,000 6,000 10,000 500 10,000 120,000 15,000 500 20,000 1,800 5,000 32,762 10,000 57,000 8,000 10,000 2,250 (17,000) 45,000 (50,000) 8,472 35,000 10,000 55,000 22,762 4,000 11,760,000 11,900,484 140,484 13,665,939 14,398,971 733,032 155,880 929,943 1,650,792 7,980,651 660,386 224,142 128,700 41,426 100,000 1,794,019 159,498 906,890 1,535,737 7,724,351 637,286 238,350 118,911 41,426 100,000 (3,618) 23,053 115,055 256,300 23,100 (14,208) 9,789 1,794,019 - 2,936,523 2,936,523 2,936,523 RESOURCES: Beg. Net Working Capital Revenues Medicare Reimbursement State Grant Child Dev & Rehab Center State Miscellaneous OMAP Family Planning Exp Proj Grants Water Program -Base Fee Water Program -Field Work H2O Sys Insp-Priv Wells Miscellaneous Patient Insurance Fees Health Dept/Patient Fees Vital Records -Birth Vital Records -Death Environmental Health Interest on Investments Donations Interfund Contract Administrative Fee Drug Court Byme Total Revenues 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 TOTAL REQUIREMENTS NET (Resources - Requirements) Beginning NWC per Requested PUBLIC HEALTH Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance FY% CoII. % $1,100,000 $ 1,615,306 $ 515,306 100% 147% 5,333 1,675,318 20,506 146,597 318,533 330,000 43,333 28,000 37,211 133 126,840 99,317 24,000 65,333 458,233 11,267 4,000 126,252 18,000 147 (5,186) 67% 1,515,680 (159,638) 67% 7,690 (12,816) 67% 149,615 3,018 67% 382,572 64,039 67% 314,976 (15,024) 67% 75,350 32,017 67% 18,772 (9,228) 67% 33,880 (3,331) 67% (133) 67% 83 83 67% 93,927 (32,913) 67% 72,477 (26,840) 67% 20,205 (3,795) 67% 66,645 1,312 67% 650,294 192,061 67% 7,522 (3,745) 67% 31,602 27,602 67% 20,480 (105,772) 67% 18,000 67% 4,157 4,157 67% 3,538,206 1,545,178 44,749 45,208 2% 60% a) 25% 68% 80% 64% 116% b) 45% 61% 0% Na 49% c) 49% c) 56% 68% 95% 45% 527% e) 11% 67% n/a Revised Year End Budget Projection Variance $1,100,000 $1,615,306 $ 515,306 8,000 2,512,977 30,759 219,896 477,800 495,000 65,000 42,000 55,817 200 190,260 148,975 36,000 98,000 d) 687,350 16,900 6,000 189,378 27,000 200 2,613,704 30,759 269,334 520,000 520,000 113,773 42,000 55,817 200 201 135,000 103,500 30,000 96,000 687,350 11,200 35,430 162,513 27,000 4,157 (7,800) 100,727 49,438 42,200 25,000 48,773 201 (55,260) (45,475) (6,000) (2,000) (5,700) 29,430 (26,865) 4,157 3,484,074 (54,132) 67% 66% 5,307,312 5,458,138 150,826 1,545,178 - 67% 67% 2,317,765 2,317,765 33,562 (11,187) 67% 50% 67,123 67,123 33,906 (11,302) 67% 50% 67,812 67,812 6,273,341 3,904,775 1,336,925 16,667 100,000 548,309 6,712,026 438,685 67% 76% 8,860,012 9,526,144 666,132 3,796,573 1,312,138 5,432 75,000 108,202 24,787 11,235 25,000 548,309 67% 67% 67% 67% 67% Exp. 65% 65% 22% 50% n/a 5,857,162 2,005,387 25,000 150,000 822,463 5,784,000 1,970,226 25,000 150,000 73,162 35,161 822,463 5,906,676 5,189,143 717,533 67% 59% 8,860,012 7,929,226 930,786 366,665 1,522,883 1,156,218 - 1,596,918 1,596,918 Budget 1,596,918 a) State grant through Revision #4, supplemental grant appropriation to be submitted b) Health Matters -local grant for Chronic Care Program is $17,000 & $21,000. Bioterrorism NACCHO grant $10,000 received in July c) Projection reflects fewer patients covered under private insurance and self pay reflects current economics d) Environmental Health fees are due and collected primarily in January e) My Future My Choice donation carry over from FY10, in the amount of $25,880. $3550 HIV sponsorship donation RESOURCES: Beg. Net Working Capital $ 2,616,050 $ 2,651,262 $ 35,212 100% 101% Revenues Marriage Licenses 3,667 3,470 Divorce Filing Fees 86,667 90,765 Domestic Partnership Fee 667 35 Federal Grants 64,646 44,741 State Grants 4,032,995 3,951,033 State Miscellaneous 98,782 56,921 ABHA 26,417 Title 19 200,617 73,912 Liquor Revenue 70,267 75,487 School Districts 46,667 41,140 Miscellaneous 11,267 29,656 Patient Insurance Fees 102,667 46,077 Patient Fees 8,667 1,375 Interest on Investments 29,057 15,524 Rentals 8,733 11,875 Interfund Contract -Gen. Fund 84,667 79,542 Comm. on Children & Fam 16,000 Administrative Fee 2,807,638 Total Revenues 7,673,671 BEHAVIORAL HEALTH Statement of Financial Operating Data Eight Months Ended February 28, 2011 (197) 4,098 (632) (19,905) (81,962) (41,861) 26,417 (126,705) 5,220 (5,527) 18,389 (56,590) (7,292) (13,533) 3,142 (5,125) (16,000) 11,585 (306,478) 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 63% 70% 4% 46% 65% 38% n/a 25% 72% 59% Transfers In -General Fund Transfers In-OHP-CDO Transfers In -Acute Care Svcs Transfers In-ABHA 877,439 66,666 243,772 445,501 TOTAL RESOURCES 11,923,099 REQUIREMENTS: Expenditures Personal Services 6,263,086 Materials and Services 3,172,355 Capital Outlay 510,667 Transfers Out 104,776 Contingency 1,000,196 2,819,223 7,367,193 877,439 66,666 243,772 334,126 a) b) Revised Year to Date Budget Actual Variance FY % Coll. % (197) 4,098 (632) (19,905) (81,962) (41,861) 26,417 (126,705) 5,220 (5,527) 18,389 (56,590) (7,292) (13,533) 3,142 (5,125) (16,000) 11,585 (306,478) 67% 67% 67% 67% 67% 67% 67% 67% 67% 67% 63% 70% 4% 46% 65% 38% n/a 25% 72% 59% Transfers In -General Fund Transfers In-OHP-CDO Transfers In -Acute Care Svcs Transfers In-ABHA 877,439 66,666 243,772 445,501 TOTAL RESOURCES 11,923,099 REQUIREMENTS: Expenditures Personal Services 6,263,086 Materials and Services 3,172,355 Capital Outlay 510,667 Transfers Out 104,776 Contingency 1,000,196 2,819,223 7,367,193 877,439 66,666 243,772 334,126 a) b) Revised Year End Budget Projection Variance $ 2,616,050 $ 2,651,262 $ 35,212 5,500 130,000 1,000 96,969 6,049,493 148,173 300,925 105,400 70,000 67% 175% 16,900 67% 30% 154,000 67% 11% 13,000 67% 36% 43,585 67% 91% 13,100 67% 63% a) 127,000 67% 0% c) 24,000 (24,000) 67% 67% 4,211,457 4,211,457 67% 64% 11,510,502 11,224,595 (285,907) 5,500 130,000 100 96,969 5,893,958 148,173 160,938 125,000 105,400 70,000 34,000 75,000 3,000 25,000 13,100 127,000 (900) (155,535) 160,938 (175,925) 17,100 (79,000) (10,000) (18,585) 67% 67% 67% 67% 67% 67% 67% 50% 1,316,158 100,000 365,657 668,252 1,316,158 100,000 365,657 668,252 11,540,458 (382,641) 67% 70% 16,576,619 16,325,924 (250,695) 5,883,573 379,513 2,396,051 776,304 159,403 351,264 75,000 29,776 1,000,196 Exp. % 67% 63% d) 9,394,629 8,850,000 544,629 67% 50% 4,758,532 3,600,000 1,158,532 67% 21% 766,000 450,000 316,000 67% 48% 157,164 157,164 67% n/a 1,500,294 1,500,294 TOTAL REQUIREMENTS 11,051,080 8,514,027 2,537,053 67% 51% 16,576,619 13,057,164 3,519,455 NET (Resources - Requirements) 872,019 3,026,431 2,154,412 - 3,268,760 3,268,760 Beginning NWC per Requested Budget 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 3,268,759 COMMUNITY DEVELOPMENT Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance FY % Coll. % RESOURCES: Beg. Net Working Capital $ 686,081 613,031 $ (73,050) 100% 89% $ 686,081 $ 613,031 (73,050) Revenues Admin -Operations 11,000 11,196 196 67% 68% 16,500 15,650 (850) Admin -GIS 1,833 4,194 2,361 67% 152% a) 2,750 4,376 1,626 Admin -Code Enforcement 107,812 98,758 (9,054) 67% 61% 161,718 164,200 2,482 Building Safety 720,811 572,125 (148,686) 67% 53% b) 1,081,217 1,000,550 (80,667) Electrical 177,768 155,707 (22,061) 67% 58% 266,652 259,150 (7,502) Contract Services 122,667 131,990 9,323 67% 72% c) 184,000 235,200 51,200 Env Health -On Site Prog 189,220 167,140 (22,080) 67% 59% 283,830 280,400 (3,430) Planning -Current 517,975 448,676 (69,299) 67% 58% d) 776,962 683,400 (93,562) Planning -Long Range 235,847 157,079 (78,768) 67% 44% e) 353,771 337,612 (16,159) Total Revenues 2,084,933 1,746,864 (338,069) 67% 56% 3,127,400 2,980,538 (146,862) Trans In -GF 168,924 168,925 0 67% 67% 253,387 253,387 Trans In -GF for Lng Rng Ping 344,000 344,000 - 67% 67% 516,000 516,000 TOTAL RESOURCES 3,283,938 2,872,820 (411,119) 67% 63% 4,582,868 4,362,956 (219,912) 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 Exp. % 934,931 923,592 11,339 67% 66% 1,402,396 1,391,651 10,745 144,090 122,446 21,644 67% 57% f) 216,135 158,312 57,823 123,155 122,718 437 67% 66% 184,732 182,607 2,125 333,553 336,063 (2,510) 67% 67% g) 500,330 479,817 20,513 125,071 117,336 7,735 67% 63% 187,606 183,756 3,850 162,834 156,181 6,653 67% 64% g) 244,251 225,066 19,185 154,671 154,895 (224) 67% 67% h) 232,006 183,725 48,281 460,193 408,895 51,298 67% 59% i) 690,290 631,208 59,082 328,285 352,501 (24,216) 67% 72% j) 492,427 523,682 (31,255) 115,540 145,000 (29,460) 67% 84% 173,310 173,310 - 172,923 172,923 67% n/a 259,385 259,385 TOTAL REQUIREMENTS 3,055,246 2,839,627 215,619 67% 62% 4,582,868 4,133,134 449,734 NET (Resources - Requirements) 228,692 33,192 (195,500) 229,822 229,822 Beginning NWC per Requested Budget 229,822 Revenues 1,746,864 3,127,400 2,980,538 (146,862) Expenditures 2,839,627 4,582,868 4,133,134 449,734 Net from Operations (1,092,764) (1,455,468) (1,152,596) 302,872 a) Custom GIS work revenue sporadic. Includes webmaster work for Health Dept b) YTD revenue is low in relation to budget, it is expected that final revenue will be closer to budget projections, 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 and DNF project d) YTD business volume/revenue Tess 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, who will not be replaced h) Savings due to retirement of EH Director, who will be replaced by an EH Specialist III i) Savings due to lower expenses associated with Hearings Officer, mailings, etc. j) Consultant expense higher than budgeted associated with timing of grant revenue received in FY 2010 Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 686,081 613,031 $ (73,050) 100% 89% $ 686,081 $ 613,031 (73,050) Revenues Admin -Operations 11,000 11,196 196 67% 68% 16,500 15,650 (850) Admin -GIS 1,833 4,194 2,361 67% 152% a) 2,750 4,376 1,626 Admin -Code Enforcement 107,812 98,758 (9,054) 67% 61% 161,718 164,200 2,482 Building Safety 720,811 572,125 (148,686) 67% 53% b) 1,081,217 1,000,550 (80,667) Electrical 177,768 155,707 (22,061) 67% 58% 266,652 259,150 (7,502) Contract Services 122,667 131,990 9,323 67% 72% c) 184,000 235,200 51,200 Env Health -On Site Prog 189,220 167,140 (22,080) 67% 59% 283,830 280,400 (3,430) Planning -Current 517,975 448,676 (69,299) 67% 58% d) 776,962 683,400 (93,562) Planning -Long Range 235,847 157,079 (78,768) 67% 44% e) 353,771 337,612 (16,159) Total Revenues 2,084,933 1,746,864 (338,069) 67% 56% 3,127,400 2,980,538 (146,862) Trans In -GF 168,924 168,925 0 67% 67% 253,387 253,387 Trans In -GF for Lng Rng Ping 344,000 344,000 - 67% 67% 516,000 516,000 TOTAL RESOURCES 3,283,938 2,872,820 (411,119) 67% 63% 4,582,868 4,362,956 (219,912) 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 Exp. % 934,931 923,592 11,339 67% 66% 1,402,396 1,391,651 10,745 144,090 122,446 21,644 67% 57% f) 216,135 158,312 57,823 123,155 122,718 437 67% 66% 184,732 182,607 2,125 333,553 336,063 (2,510) 67% 67% g) 500,330 479,817 20,513 125,071 117,336 7,735 67% 63% 187,606 183,756 3,850 162,834 156,181 6,653 67% 64% g) 244,251 225,066 19,185 154,671 154,895 (224) 67% 67% h) 232,006 183,725 48,281 460,193 408,895 51,298 67% 59% i) 690,290 631,208 59,082 328,285 352,501 (24,216) 67% 72% j) 492,427 523,682 (31,255) 115,540 145,000 (29,460) 67% 84% 173,310 173,310 - 172,923 172,923 67% n/a 259,385 259,385 TOTAL REQUIREMENTS 3,055,246 2,839,627 215,619 67% 62% 4,582,868 4,133,134 449,734 NET (Resources - Requirements) 228,692 33,192 (195,500) 229,822 229,822 Beginning NWC per Requested Budget 229,822 Revenues 1,746,864 3,127,400 2,980,538 (146,862) Expenditures 2,839,627 4,582,868 4,133,134 449,734 Net from Operations (1,092,764) (1,455,468) (1,152,596) 302,872 a) Custom GIS work revenue sporadic. Includes webmaster work for Health Dept b) YTD revenue is low in relation to budget, it is expected that final revenue will be closer to budget projections, 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 and DNF project d) YTD business volume/revenue Tess 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, who will not be replaced h) Savings due to retirement of EH Director, who will be replaced by an EH Specialist III i) Savings due to lower expenses associated with Hearings Officer, mailings, etc. j) Consultant expense higher than budgeted associated with timing of grant revenue received in FY 2010 ROAD Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance FY Coll. RESOURCES: Beg. Net Working Capital $ 3,430,429 $ 3,419,603 $ (10,826) 100% 100% Revenues Mineral Lease Royalties 13,333 34,077 20,744 67% 170% 20,000 40,000 20,000 Forest Receipts 1,491,333 2,237,091 745,758 67% 100% a) 2,237,000 2,237,091 91 State Miscellaneous 64,656 (64,656) 67% 0% b) 96,984 (96,984) Motor Vehicle Revenue 6,666,667 5,838,650 (828,017) 67% 58% c) 10,000,000 9,400,000 (600,000) City of Bend 183,333 215,049 31,716 67% 78% d) 275,000 275,000 City of Redmond 233,333 250,458 17,125 67% 72% d) 350,000 350,000 City of Sisters 6,667 - (6,667) 67% 0% d) 10,000 10,000 City of La Pine 6,667 - (6,667) 67% 0% d) 10,000 10,000 Admin Recovery(SDC) 951 951 67% n/a 1,000 1,000 Miscellaneous 60,00019,778 (40,222) 67% 22% 90,000 90,000 - Road Vacations 667 500 (167) 67% 50% 1,000 500 (500) Interest on Investments 26,667 14,390 (12,277) 67% 36% 40,000 20,000 (20,000) Other Bank/LGIP Interest 61 61 67% n/a 62 62 Parking Fees 600 - (600) 67% 0% 900 - (900) Grants -Private 2,434 2,434 67% n/a 2,434 2,434 Interfund Contract 500,000 234 (499,766) 67% 0% e) 750,000 700,000 (50,000) Equipment Repairs 166,667 120,113 (46,554) 67% 48% 250,000 190,000 (60,000) Vehicle Repairs 60,000 (60,000) 67% 0°k 90,00090,000 - UD Construction 6,667 (6,667) 67% 0% e) 10,000 (10,000) Vegetation Management 23,333 (23,333) 67% 0% e) 35,000 35,000 Forester 16,667 (16,667) 67% 0°� e) 25,000 25,000 Car Washes 2,000 2,366 366 67% 79% 3,000 3,500 500 Car Rental 333 (333) 67% 0% 500 - (500) Sale of Equip & Material 402,333 416,357 14,024 67% 69% 603,500 639,850 36,350 Total Revenues 9,931,923 9,152,509 (779,414) 67% 61% 14,897,884 14,119,437 (778,447) $ 3,430,429 $ 3,419,603 $ (10,826) 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 194,493 133,333 8,027 145,870 (48,623) 67% 50% 100,000 (33,333) 67% 50% (8,027) 67% 0% 291,740 200,000 12,040 291,740 200,000 (12,040) 13,698,205 12,817,982 (846,890) 67% 73% 18,832,093 18,030,780 (801,313) Exp. % 3,835,311 3,603,828 231,483 67% 63% 5,752,967 5,611,278 141,689 6,314,015 5,099,601 1,214,414 67% 54% 9,471,023 9,089,689 381,334 781,127 16,362 764,765 67% 1% f) 1,171,691 95,000 1,076,691 266,667 266,667 67% 0% 400,000 400,000 - 1,357,608 1,357,608 67% n/a 2,036,412 - 2,036,412 TOTAL REQUIREMENTS 12,554,728 8,719,791 3,834,937 67% 46% 18,832,093 15,195,967 3,636,126 NET (Resources - Requirements) 1,143,477 4,098,191 2,988,047 Beginning NWC per Requested Budget a) Annual payment -January 2011 b) Received in June 2010 c) Gas tax increased by 25% ($.06/gal.) effective January 2011 (revised State estimate) d) Billed upon completion of work e) Payment to be received in June 2011 from Funds 326, 328, 329, & 340 f) Budget includes $1,076,691 for 19th Street construction. Will be expended in future years 2,834,813 2,834,813 2,834,720 Year End Budget Projection Variance $ 3,430,429 $ 3,419,603 $ (10,826) 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 194,493 133,333 8,027 145,870 (48,623) 67% 50% 100,000 (33,333) 67% 50% (8,027) 67% 0% 291,740 200,000 12,040 291,740 200,000 (12,040) 13,698,205 12,817,982 (846,890) 67% 73% 18,832,093 18,030,780 (801,313) Exp. % 3,835,311 3,603,828 231,483 67% 63% 5,752,967 5,611,278 141,689 6,314,015 5,099,601 1,214,414 67% 54% 9,471,023 9,089,689 381,334 781,127 16,362 764,765 67% 1% f) 1,171,691 95,000 1,076,691 266,667 266,667 67% 0% 400,000 400,000 - 1,357,608 1,357,608 67% n/a 2,036,412 - 2,036,412 TOTAL REQUIREMENTS 12,554,728 8,719,791 3,834,937 67% 46% 18,832,093 15,195,967 3,636,126 NET (Resources - Requirements) 1,143,477 4,098,191 2,988,047 Beginning NWC per Requested Budget a) Annual payment -January 2011 b) Received in June 2010 c) Gas tax increased by 25% ($.06/gal.) effective January 2011 (revised State estimate) d) Billed upon completion of work e) Payment to be received in June 2011 from Funds 326, 328, 329, & 340 f) Budget includes $1,076,691 for 19th Street construction. Will be expended in future years 2,834,813 2,834,813 2,834,720 ADULT PAROLE & PROBATION Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance FY Coll. RESOURCES: Beg. Net Working Capital $ 616,371 $ 728,649 $ 112,278 100% 118% Revenues DOC Measure 57 144,870 State Miscellaneous 2,867 Alternate Incarceration 20,612 State Subsidy 8,667 SB 1145 1,974,660 Probation Work Crew Fees 25,333 Miscellaneous 2,000 Electronic Monitoring Fee 113,333 Probation Superv. Fees 140,000 Interest on Investments 6,000 Interfund - Sheriff 33,333 Crime Prevention Grant 33,333 CFC -Domestic Violence 217,350 4,301 30,918 9,980 2,221,492 16,145 2,890 110,894 132,792 6,226 33,333 25,000 18,708 72,480 67% 1,434 67% 10,306 67% 1,313 67% 246,832 67% (9,188) 67% 890 67% (2,439) 67% (7,208) 67% 226 67% 67% (8,333) 67% 18,708 67% Revised Year End Budget Projection Variance $ 616,371 $ 728,649 $ 112,278 100% a) 217,305 100% 4,301 100% a) 30,918 77% 13,000 75% b) 2,961,990 42% c) 38,000 96% 3,000 65% 170,000 63% 210,000 69% 9,000 67% 50,000 50,000 50% d) n/a e) Total Revenues 2,505,008 2,830,029 325,021 67% 75% Transfers In -General Fund 76,686 76,686 - 67% 67% TOTAL RESOURCES 3,198,065 3,635,364 437,299 67% 81% REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 2,115,505 596,183 67 280,855 1,970,292 528,338 145,213 67,845 67 280,855 67% 67% 67% 67% Exp. % 62% f) 59% 0% n/a TOTAL REQUIREMENTS 2,992,610 2,498,630 493,980 67% 56% NET (Resources - Requirements) 205,455 1,136,734 931,279 Beginning NWC per Requested Budget a) Annual payment received in July b) Anticipated funding cuts from Dept. of Corrections. Money above opt out c) Increase in fee waivers from court due to economic conditions d) Payments received quarterly (Sept, Dec, Mar and June) e) Intensive Supervision DV grant (Federal grant) f) Personnel expenditure projected to be less than budgeted due to unfilled positions 217,350 45 4,301 30,918 13,000 2,781,990 20,613 3,000 166,000 199,000 9,000 50,000 50,000 56,124 56,124 (180,000) (17,387) (4,000) (11,000) 3,757,514 3,601,296 (156,218) 115,029 115,029 4,488,914 4,4.44,974 (43,940) 3,173,257 894,274 100 421,283 2,966,580 206,677 894,274 100 421,283 4,488,914 3,860,854 628,060 584,120 584,120 560,000 COMM ON CHILDREN & FAMILIES Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance FY % Col I. % RESOURCES: Beg. Net Working Capital $ 562,762 Revenues Federal Grants 266,778 Title IV - Family Sup/Pres 42,500 HealthyStart Medicaid 63,333 Level 7 Services 171,989 State Prevention Funds 9,667 HealthyStart /R -S -G 205,949 OCCF Grant 402,882 Charges for Svcs-Misc 5,333 Court Fines & Fees 50,000 Interest on Investments 13,333 Grants -Private 3,333 Donations Miscellaneous 172,369 Total Revenues 1,407,466 $ 635,340 273,176 37,556 26,212 112,094 6,756 134,805 290,050 1,907 54,459 3,634 857 85,058 1,026,564 Trans from General Fund 189,556 189,556 Trans from GF -Other 16,667 12,500 Revised Year End Budget Projection Variance $ 72,578 100% 113% $ 562,762 $ 635,340 $ 72,578 6,398 (4,944) (37,121) (59,895) (2,911) (71,144) (112,832) (3,426) 4,459 (9,699) (3,333) 857 (87,311) (380,902) 67% 68% a) 400,167 413,268 13,101 67% 59% 63,750 63,750 67% 28% 95,000 95,000 67% 43% 257,984 257,984 67% 47% b) 14,500 17,000 2,500 67% 44% c) 308,924 263,596 (45,328) 67% 48% c) 604,323 549,044 (55,279) 67% 24% 8,000 8,000 67% 73% 75,000 78,000 3,000 67% 18% d) 20,000 8,000 (12,000) 67% 0% e) 5,000 (5,000) 67% n/a 857 857 67% 33% f) 258,554 118,500 (140,054) 67% 49% 2,111,202 1,872,999 (238,203) - 67% (4,167) 67% 67% 284,333 284,333 50% 25,000 25,000 Total Transfers In 206,223 202,056 (4,167) 67% 65% 309,333 309,333 TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 2,176,451 399,706 1,316,723 67 272,369 1,863,960 (312,491) 67% 62% 2,983,297 2,817,672 (165,625) Exp. % 358,658 41,048 67% 60% g) 599,559 528,466 960,426 356,297 67% 49% c) 1,975,084 1,822,095 67 67% 0% 100 272,369 67% n/a 408,554 71,093 152,989 100 408,554 TOTAL REQUIREMENTS 1,988,865 1,319,084 669,781 67% 44% 2,983,297 2,350,561 632,736 NET (Resources - Requirements) 187,586 544,876 357,290 - 467,111 467,111 Beginning NWC per Requested Budget a) Federal grants adjusted to projected actual b) FY 2011 Budget includes $8,374 which was received in FY 2010. Additional $14,500 grant received c) Governor's mandated State General Fund reductions in July & Sept 2010. Additional $19,900 grant received d) Interest revenue projected to be Tess than budgeted e) Youth conference donations will not be received f) LAUNCH grant will be reported in Public Health (Fund 259) $100,000 - SPF grant will not be received g) Personnel costs will be less than budgeted due to open positions 467,111 SOLID WASTE Statement of Financial Operating Data Eight Months Ended February 28, 2011 RESOURCES: Beg. Net Working Capital $ 392,509 $ 318,001 $ (74,508) 100% 81% $ 392,509 $ 318,001 $ (74,508) Revenues Miscellaneous 18,667 14,365 (4,302) 67% 51% 28,000 22,000 (6,000) Franchise 3% Fees 133,333 85,457 (47,876) 67% 43% a) 200,000 200,000 Commercial Disp. Fees 560,000 561,414 1,414 67% 67% 840,000 860,000 20,000 Private Disposal Fees 876,000 849,132 (26,868) 67% 65% 1,314,000 1,314,000 Franchise Disposal Fees 2,439,333 2,693,783 254,450 67% 74% 3,659,000 4,000,000 341,000 Yard Debris 48,667 51,345 2,678 67% 70% b) 73,000 73,000 Special Waste 16,667 41,251 24,584 67% 165% c) 25,000 50,000 25,000 Interest 8,333 5,505 (2,828) 67% 44% 12,500 7,500 (5,000) Leases 1 1 67% n/a 1 1 Sale of Carbon Credits 53,333 (53,333) 67% 0% d) 80,000 (80,000) Sale of Equip & Material 100 100 67% n/a e) 100 100 Recyclables 13,333 30,506 17,173 67% 153% f) 20,000 40,000 20,000 Total Revenues 4,167,666 4,332,859 165,193 67% 69% 6,251,500 6,566,601 315,101 TOTAL RESOURCES 4,560,175 4,650,860 90,685 67% 70% 6,644,009 6,884,602 240,593 REQUIREMENTS Expenditures Personal Services Materials and Services Debt Service Capital Outlay Transfers Out -Road Contingency Exp. % 1,066,745 1,079,202 (12,457) 67% 67% g) 1,600,118 1,631,569 (31,451) 1,910,553 1,578,743 331,810 67% 55% h) 2,865,829 2,783,058 82,771 646,711 401,732 244,979 67% 41% 970,066 970,066 78,667 48,311 30,356 67% 41% i) 118,000 115,661 2,339 194,493 145,870 48,623 67% 50% 291,740 291,740 532,171 532,171 67% n/a 798,256 798,256 TOTAL REQUIREMENTS 4,429,340 3,253,858 1,175,482 67% 49% 6,644,009 5,792,094 851,915 NET (Resources - Requirements) 130,835 1,397,002 1,266,167 1,092,508 1,092,508 Beginning NWC per Requested Budget 1,092,508 a) Franchise fees are received in April. Wilderness Garbage pays monthly b) Seasonal material - revenue decreases during 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) Due to layoffs, more overtime incurred than expected. Appropriation transfer from contingency will be made prior to fiscal year end h) Larger expenditures (i.e. grinding at $75,000) will be made in Spring i) One item remaining -software being researched Year to Date Budget Budget Actual Variance FY % Coll. RESOURCES: Beg. Net Working Capital $ 392,509 $ 318,001 $ (74,508) 100% 81% $ 392,509 $ 318,001 $ (74,508) Revenues Miscellaneous 18,667 14,365 (4,302) 67% 51% 28,000 22,000 (6,000) Franchise 3% Fees 133,333 85,457 (47,876) 67% 43% a) 200,000 200,000 Commercial Disp. Fees 560,000 561,414 1,414 67% 67% 840,000 860,000 20,000 Private Disposal Fees 876,000 849,132 (26,868) 67% 65% 1,314,000 1,314,000 Franchise Disposal Fees 2,439,333 2,693,783 254,450 67% 74% 3,659,000 4,000,000 341,000 Yard Debris 48,667 51,345 2,678 67% 70% b) 73,000 73,000 Special Waste 16,667 41,251 24,584 67% 165% c) 25,000 50,000 25,000 Interest 8,333 5,505 (2,828) 67% 44% 12,500 7,500 (5,000) Leases 1 1 67% n/a 1 1 Sale of Carbon Credits 53,333 (53,333) 67% 0% d) 80,000 (80,000) Sale of Equip & Material 100 100 67% n/a e) 100 100 Recyclables 13,333 30,506 17,173 67% 153% f) 20,000 40,000 20,000 Total Revenues 4,167,666 4,332,859 165,193 67% 69% 6,251,500 6,566,601 315,101 TOTAL RESOURCES 4,560,175 4,650,860 90,685 67% 70% 6,644,009 6,884,602 240,593 REQUIREMENTS Expenditures Personal Services Materials and Services Debt Service Capital Outlay Transfers Out -Road Contingency Exp. % 1,066,745 1,079,202 (12,457) 67% 67% g) 1,600,118 1,631,569 (31,451) 1,910,553 1,578,743 331,810 67% 55% h) 2,865,829 2,783,058 82,771 646,711 401,732 244,979 67% 41% 970,066 970,066 78,667 48,311 30,356 67% 41% i) 118,000 115,661 2,339 194,493 145,870 48,623 67% 50% 291,740 291,740 532,171 532,171 67% n/a 798,256 798,256 TOTAL REQUIREMENTS 4,429,340 3,253,858 1,175,482 67% 49% 6,644,009 5,792,094 851,915 NET (Resources - Requirements) 130,835 1,397,002 1,266,167 1,092,508 1,092,508 Beginning NWC per Requested Budget 1,092,508 a) Franchise fees are received in April. Wilderness Garbage pays monthly b) Seasonal material - revenue decreases during 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) Due to layoffs, more overtime incurred than expected. Appropriation transfer from contingency will be made prior to fiscal year end h) Larger expenditures (i.e. grinding at $75,000) will be made in Spring i) One item remaining -software being researched 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 18,667 14,365 (4,302) 67% 51% 28,000 22,000 (6,000) Franchise 3% Fees 133,333 85,457 (47,876) 67% 43% a) 200,000 200,000 Commercial Disp. Fees 560,000 561,414 1,414 67% 67% 840,000 860,000 20,000 Private Disposal Fees 876,000 849,132 (26,868) 67% 65% 1,314,000 1,314,000 Franchise Disposal Fees 2,439,333 2,693,783 254,450 67% 74% 3,659,000 4,000,000 341,000 Yard Debris 48,667 51,345 2,678 67% 70% b) 73,000 73,000 Special Waste 16,667 41,251 24,584 67% 165% c) 25,000 50,000 25,000 Interest 8,333 5,505 (2,828) 67% 44% 12,500 7,500 (5,000) Leases 1 1 67% n/a 1 1 Sale of Carbon Credits 53,333 (53,333) 67% 0% d) 80,000 (80,000) Sale of Equip & Material 100 100 67% n/a e) 100 100 Recyclables 13,333 30,506 17,173 67% 153% f) 20,000 40,000 20,000 Total Revenues 4,167,666 4,332,859 165,193 67% 69% 6,251,500 6,566,601 315,101 TOTAL RESOURCES 4,560,175 4,650,860 90,685 67% 70% 6,644,009 6,884,602 240,593 REQUIREMENTS Expenditures Personal Services Materials and Services Debt Service Capital Outlay Transfers Out -Road Contingency Exp. % 1,066,745 1,079,202 (12,457) 67% 67% g) 1,600,118 1,631,569 (31,451) 1,910,553 1,578,743 331,810 67% 55% h) 2,865,829 2,783,058 82,771 646,711 401,732 244,979 67% 41% 970,066 970,066 78,667 48,311 30,356 67% 41% i) 118,000 115,661 2,339 194,493 145,870 48,623 67% 50% 291,740 291,740 532,171 532,171 67% n/a 798,256 798,256 TOTAL REQUIREMENTS 4,429,340 3,253,858 1,175,482 67% 49% 6,644,009 5,792,094 851,915 NET (Resources - Requirements) 130,835 1,397,002 1,266,167 1,092,508 1,092,508 Beginning NWC per Requested Budget 1,092,508 a) Franchise fees are received in April. Wilderness Garbage pays monthly b) Seasonal material - revenue decreases during 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) Due to layoffs, more overtime incurred than expected. Appropriation transfer from contingency will be made prior to fiscal year end h) Larger expenditures (i.e. grinding at $75,000) will be made in Spring i) One item remaining -software being researched RESOURCES: Beginning Net Working Capital Revenues Inter -fund Charges: General Liability Property Damage Vehicle Workers' Compensation Unemployment Claims Reimb-Workers' Compensation Claims Reimb-Gen Liab/Property Process Fee-Events/Parades Miscellaneous Skid Car Training Interest on Investments TOTAL REVENUES TOTAL RESOURCES Approprlations/Expenditures Direct Insurance Costs: GENERAL LIABILITY Settlement / Benefit Defense Professional Service Insurance Loss Prevention Repair / Replacement Total General Liability PROPERTY DAMAGE RISK MANAGEMENT Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance °A, of FY % Coll. $2,500,000 $2,374,541 ($125,460) 100% 95% $2,500,000 $2,374,541 ($125,460) 223,889 223,889 0 67% 67% 335,833 335,833 196,013 196,013 0 67% 67% 294,019 294,019 121,807 121,807 0 67% 67% 182,710 182,710 604,241 600,339 (3,902) 67% 66% 906,361 906,361 113,625 113,355 (270) 67% 67% 170,437 170,437 20,000 - (20,000) 67% 0% 30,000 30,000 13,333 27,219 13,886 67% 136% 20,000 30,000 10,000 1,000 840 (160) 67% 56% 1,500 1,500 1,333 - (1,333) 67% 0% 2,000 2,000 14,667 13,858 (809) 67% 63% 22,000 22,000 20,000 11,301 (8,699) 67% 38% 30,000 30,000 1,329,907 1,308,621 (21,286) 67% 66% 1,994,860 2,004,860 10,000 3,829,907 3,683,162 (146,745) 67% 82% 4,494,860 4,379,401 (115,460) °Ao Exp. 46,861 2,775 6,435 136,168 716 250 266,667 193,205 73,462 67% 48% 400,000 320,000 80,000 Insurance 153,414 Repair / Replacement 11,326 Total Property Damage 200,000 164,740 35,260 67% 55% 300,000 250,000 50,000 VEHICLE Professional Service Insurance Loss Prevention Repair / Replacement Total Vehicle WORKERS' COMPENSATION Settlement / Benefit 431,200 Professional Service 6,250 Insurance 71,441 Loss Prevention 31,118 Miscellaneous 21,987 Total Workers' Compensation 433,333 561,997 (128,664) 67% 86% 650,000 780,000 (130,000) UNEMPLOYMENT - Settlement/Benefits 106,667 187,888 (81,221) 67% 117% 160,000 320,000 (160,000) 1,739 390 10,656 44,326 80,000 57,111 22,889 67% 48% 120,000 100,000 20,000 Total Direct Insurance Costs 1,086,667 1,164,940 (78,274) 67% 71% 1,630,000 1,770,000 (140,000) Insurance Administration: Personal Services 192,969 190,959 2,010 67% 66% 289,453 289,453 Materials & Service 152,556 110,008 42,548 67% 48% 228,834 228,834 - Capital Outlay 67 67 67% 0% 100 100 Total Insurance Administration 345,591 300,967 44,625 67% 58% 518,387 518,287 100 Contingency 1,564,315 1,564,315 67% n/a 2,346,473 - 2,346,473 TOTAL REQUIREMENTS 2,996,573 1,465,907 1,530,666 67% 33% 4,494,860 2,288,287 2,206,573 NET 833,333 2,217,255 1,383,921 - 2,091,114 2,091,114 Beginning NWC per Requested Budget 2,100,000 Year End Budget Projection Variance $2,500,000 $2,374,541 ($125,460) 100% 95% $2,500,000 $2,374,541 ($125,460) 223,889 223,889 0 67% 67% 335,833 335,833 196,013 196,013 0 67% 67% 294,019 294,019 121,807 121,807 0 67% 67% 182,710 182,710 604,241 600,339 (3,902) 67% 66% 906,361 906,361 113,625 113,355 (270) 67% 67% 170,437 170,437 20,000 - (20,000) 67% 0% 30,000 30,000 13,333 27,219 13,886 67% 136% 20,000 30,000 10,000 1,000 840 (160) 67% 56% 1,500 1,500 1,333 - (1,333) 67% 0% 2,000 2,000 14,667 13,858 (809) 67% 63% 22,000 22,000 20,000 11,301 (8,699) 67% 38% 30,000 30,000 1,329,907 1,308,621 (21,286) 67% 66% 1,994,860 2,004,860 10,000 3,829,907 3,683,162 (146,745) 67% 82% 4,494,860 4,379,401 (115,460) °Ao Exp. 46,861 2,775 6,435 136,168 716 250 266,667 193,205 73,462 67% 48% 400,000 320,000 80,000 Insurance 153,414 Repair / Replacement 11,326 Total Property Damage 200,000 164,740 35,260 67% 55% 300,000 250,000 50,000 VEHICLE Professional Service Insurance Loss Prevention Repair / Replacement Total Vehicle WORKERS' COMPENSATION Settlement / Benefit 431,200 Professional Service 6,250 Insurance 71,441 Loss Prevention 31,118 Miscellaneous 21,987 Total Workers' Compensation 433,333 561,997 (128,664) 67% 86% 650,000 780,000 (130,000) UNEMPLOYMENT - Settlement/Benefits 106,667 187,888 (81,221) 67% 117% 160,000 320,000 (160,000) 1,739 390 10,656 44,326 80,000 57,111 22,889 67% 48% 120,000 100,000 20,000 Total Direct Insurance Costs 1,086,667 1,164,940 (78,274) 67% 71% 1,630,000 1,770,000 (140,000) Insurance Administration: Personal Services 192,969 190,959 2,010 67% 66% 289,453 289,453 Materials & Service 152,556 110,008 42,548 67% 48% 228,834 228,834 - Capital Outlay 67 67 67% 0% 100 100 Total Insurance Administration 345,591 300,967 44,625 67% 58% 518,387 518,287 100 Contingency 1,564,315 1,564,315 67% n/a 2,346,473 - 2,346,473 TOTAL REQUIREMENTS 2,996,573 1,465,907 1,530,666 67% 33% 4,494,860 2,288,287 2,206,573 NET 833,333 2,217,255 1,383,921 - 2,091,114 2,091,114 Beginning NWC per Requested Budget 2,100,000 DESCHUTES COUNTY 911 Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance of FY Coll. Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $5,861,335 $ 6,691,945 $ 830,610 100% 114% $5,861,335 $6,691,945 $ 830,610 Revenues Property Taxes - Current 4,238,414 5,876,997 1,638,583 67% 92% 6,357,621 6,357,621 Property Taxes - Prior 92,000 231,054 139,054 67% 167% 138,000 231,054 93,054 Federal Grants 316,000 (316,000) 67% 0% a) 474,000 474,000 State Reimbursement 6,667 11,163 4,496 67% 112% 10,000 20,921 10,921 Telephone User Tax 366,667 428,527 61,860 67% 78% b) 550,000 550,000 Data Network Reimb. 8,000 25,620 17,620 67% 214% c) 12,000 25,883 13,883 Jefferson County 20,667 34,226 13,559 67% 110% 31,000 34,226 3,226 User Fee 33,333 50,182 16,849 67% 100% d) 50,000 52,340 2,340 COPS Reimbursements 20,000 (20,000) 67% 0% e) 30,000 (30,000) Contract Payments 46,667 32,134 (14,533) 67% 46% 70,000 32,134 (37,866) Miscellaneous 5,667 7,681 2,014 67% 90% 8,500 9,000 500 Interest 26,667 33,964 7,297 67% 85% 40,000 40,000 Interest on Unsegregated Tax 1,333 646 (687) 67% 32% 2,000 2,000 Total Revenues 5,182,082 6,732,194 1,550,112 67% 87% 7,773,121 7,829,179 56,058 TOTAL RESOURCES 11,043,417 13,424,140 2,380,723 67% 98% 13,634,456 14,521,125 886,669 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency % Exp. 2,672,532 2,425,718 246,814 67% 61% 4,008,798 3,758,798 250,000 1,016,096 818,163 197,934 67% 54% 1,524,144 1,524,144 1,175,333 909,198 266,136 67% 52% a) 1,763,000 1,763,000 676,041 754,061 (78,020) 67% 74% f) 1,014,061 1,014,061 3,549,635 3,549,635 67% n/a 5,324,453 5,324,453 TOTAL REQUIREMENTS 9,089,637 4,907,139 4,182,498 67% 36% 13,634,456 8,060,003 5,574,453 NET (Resources - Requirements) 1,953,780 8,517,000 6,563,220 - 6,461,122 6,461,122 Beginning NWC per Requested Budget 6,400,000 a) Federal Grant DHS/ODOT CAD Project $474K. Capital Outlay: Software $35K, CAD Project (funded by Fed Grant) $474K, Network Upgrade $24K, CAD Mapping Project $30K Records Management System $1.2 million. b) Received quarterly (Nov, Feb, May and Aug) for fiscal year c) Annual billings to agencies underbudgeted. One more payment is expected d) Crooked River Ranch paid annual fee of $45,869. Expect two more US Forest Service payments of $2,156 each e) Revenue not expected this fiscal year 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 March. RESOURCES Beg. Net Working Capital Revenues: Internal Premium Charges PIT Emp - Add'I Prem Employee Prem Contribution CDC Retiree / COBRA Co -Pay Prescription Rebates Interest Total Revenues TOTAL RESOURCES 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 Health Benefits Trust Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance FY % Coll. % $ 16,400,000 7,497,333 33,333 333,333 650,000 300,000 66,667 Revised Budget Year End Projection Variance $ 16,988,140 $ 588,140 100% 104% $16,400,000 $16,988,140 588,140 7,608,035 110,702 30,036 (3,298) 325,170 (8,163) 956,592 306,592 496,922 196,922 69,944 69,944 78,300 11,633 Other Total Materials & Services Capital Outlay Contingency TOTAL REQUIREMENTS 8,880,667 9,565,000 684,333 67% 68% a) 11,246,000 11,403,534 67% 60% 50,000 40,000 67% 65% 500,000 485,000 67% 98% 975,000 1,275,000 67% 110% 450,000 650,000 67% n/a 69,944 67% 78% 100,000 120,000 67% 72% 13,321,000 14,043,478 722,478 157,534 (10,000) (15,000) 300,000 200,000 69,944 20,000 25,280,667 26,553,139 1,272,473 92% 89% 29,721,000 31,031,618 1,310,618 Exp. % 86,187 82,132 4,055 67% 64% 8,300,129 1,247,585 220,000 50,000 200,000 26,667 34,000 153,013 9,667 75,667 41,267 100,761 7,998,846.05 1,153,401.85 (48,199) 224,313 124,832 199,583 27,877 34,153 301,283 67% 64% b) 94,183 67% 62% b) 48,199 67% n/a (4,313) 67% 68% (74,832) 67% 166% 418 67% 67% (1,210) 67% 70% (153) 67% 67% 64,513 88,500 67% 28% 23,985 (14,319) 67% 165% 104,859 (29,192) 67% 92% 9,569 31,698 67% 15% 27,945 72,816 67% 18% 10,458,755 100 9,268,992 9,945,678 513,077 67% 63% 100 67% 0% 9,268,992 67% 0% 19,814,033 10,027,810 9,786,224 67% 34% NET (Resources - Requirements) 5,466,633 16,525,329 11,058,696 Beginning NWC per Requested Budget 129,280 129,280 12,450,194 11,884,000 566,194 1,871,377 1,713,626 157,751 (48,199) 48,199 330,000 330,000 75,000 124,832 (49,832) 300,000 300,000 40,000 40,000 51,000 51,000 229,520 229,520 14,500 23,985 (9,485) 113,500 113,500 61,900 61,900 151,141 151,141 15,688,132 100 13,903,488 14,975,304 712,828 100 - 13,903,488 29,721,000 15,104,584 14,616,416 - 15,927,033 15,927,033 a) Year End Projection is amount appropriated in operating departments' budgets. b) Projection based on annualizing 35 weeks of claims paid. YTD actual is an average of $260,156 per week. 15,500,000 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 TOTAL RESOURCES REQUIREMENTS: Expenditures: Personal Services Materials and Services Debt Service Capital Outlay Total Expenditures Transfers Out - Reserve Fund Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 937 (6,635) (7,5721 Deschutes County - Fair and Expo Center YTD -Budget Basis Commissioners Statement of Financial Operating Data Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance 1 FY %1 Coll. % $ 2,809 $ 6,590 $ 3,781 100% 235% 451,828 413,835 (37,993) 67% 61% 1,333 614 (719) 67% 31% 34,000 15,371 (18,630) 67% 30% 6,000 3,312 (2,688) 67% 37% 28,000 2,010 (25,990) 67% 5% 140,667 128,263 (12,404) 67% 61% 62,000 41,738 (20,263) 67% 45% 30,000 - (30,000) 67% 0% 2,943 25,485 22,543 67% n/a 756,771 630,627 (126,144) 67% 56% 131,946 16,582 53,334 154,155 67 131,946 16,582 53,334 166,000 67% 67% 67% 11,845 67% (67) 67% 67% 67% Year End Budget Projection Variance $ 2,809 $ 6,590 $ 3,781 677,742 2,000 51,000 9,000 42,000 211,000 93,000 a) 45,000 4,414 67% 72% b) 0% 629,835 (47,907) 1,281 (719) 32,371 (18,629) 12,312 3,312 38,010 (3,990) 192,262 (18,738) 116,738 23,738 45,000 - 27,623 23,209 1,135,156 1,095,432 (39,724) 197,919 24,873 80,000 231,232 100 197,919 24,873 80,000 166,000 (65,232) 100 356,083 367,861 11,779 534,124 468,892 (65,232) 1,115,663 1,005,078 (110,585) 67% 60% 1,672,089 1,570,914 (101,175) Exp. % 621,262 567,031 54,231 67% 61% 931,893 862,462 69,431 317,790 362,622 (44,832) 67% 76% c) 476,685 535,517 (58,832) 77,042 72,061 4,982 67% 62% 115,563 115,563 67 67 67% 0% 100 100 1,016,161 1,001,713 14,447 1,524,241 1,513,542 10,699 6,667 10,000 (3,333) 67% 100% 10,000 10,000 91,899 91,899 67% n/a 137,848 137,848 1,114,726 1,011,713 103,013 67% 61% 1,672,089 1,523,542 148,547 Beginning Net Working Capital per Requested Budget 47,372 47,372 75,000 a) Interfund contract revenue is for park maintenance, from Fund 130 and will be received by year end. b) Cash flow from Fair 2010 was $65,000 Tess than budgeted c) Year to date amounts include costs associated with BMW and FMCA events and expenditures for HVAC repairs. An increase to the Materials & Services category will be made via resolution, when required. Secure Treatment Facility Bethlehem Inn 11) c lL T N N O 0-N U m a' N m 7 U U N N V L O7 a O ‘- CO 1- 0 O C) 0 PROJECTION a) c U y N C) O 'C a` m CD 0) It - 1 -It C) 110) O O N N (0 0 0 O O O O 1n N r (0 b (0 NI - co co (0 O O O O 0) M (0 OOh0)r-(ONr CO It 0 (0 C) 0 COr C) (f) r CO N r h 00 cc) h N r r CO (0 I r CO (0 V is; (0 (0 (0 r 11) O h O (r) O O N_ C) ('7 It 0 (0 N rciCO 0 co o_ co co co � co. h 0 N r (7 h {() r COCO CO() O N- 00 0 1n v ' O C) ' 0 141 ' ' ' N (0 Ti O 1n O r ,- co O 1n r c+) 0 r O 0) C) O (0 C) O (0 0 0 r N N: OA - 0 0 M) 00 cO0• N O 1.0 0 C) N N O O (°) N Tr _O C) N co N c+) c) O O 1n (0 u c) O c+) (0 O O O C) M (0 J 1- H U 0 w a) 0 0 a a) 0 a) O. X w RESOURCES: h C) co co co h .- h CD N 0) M`0 0 (O rO 0) P •01) NItCOCor-MrrCNA rhco0 N 0 It C) 10 V - r- N CO h co CD c)..- c0 co N It N ' 1' O M N h (O (7 M) r O h Or M h (p r N 1n N CO N r CO 1- r O C) CO 0) r } N r CO 1n r l'.. r C) M LL (0 (0 I- o 'C el W e(O r 0)hMrNCDIt ItC)Oh0r CO C0 CO C ON Cc) .1- h 0) 0)00 (V rCv(0 CO C) CA CO O ' ' ' r CO. (p 1n 1n M `� (0 O CO ' CO CO d N csj .4. .r..i .ri .ri v C) 11) 10 NI:U LL L CO It It 0 7 Tr o (0 r (0 -0 w y c .- cc O LL 0 3 N r E 1` 0 0 (0 1n a) N C) N CD CO •t- CO N- (D - (0 CO Cn>- X04') (p (p ('olnv MOO('7�0(O� (0 0 a 47 11) NOC)� MNOrON.- 1) O ' (0 CO 3 E O mi o6 M O (0 1n (0 1n O.- O CO r 0 miN O O 1f) N CO (O r CO C) r 1n CO N r CO 1n r O 1n 4 CII d r O CI) E >+L co (0 (O M) co C) dl n O o—cr 8 � a) E m NJ CO V1C C N V (0 n a 'D 0 a) U3 7 O C d U O O(A Z0m 0E 0 ' 4) N a) V0 O 0 U T. V1 ca V1 0 O 0 O O Q X O Z d a) (l) a) 'C O C co D V N C� NwC7 h ONN C ivi Etlo C .. a) LL ca)NN m m ori> >w N aw cv 0 w 0 .9 co waLL L E a) Ta CD d rnvo°)•,% O2 zoop 07 o y p_wcmecca rnw0 p Lvvvn .E.0-amw a r4 Z O c C c ,C 2 E c N (� U m c c c X y v n -0 w m V C N03 O y N >O C C L H N w y LL LL LL w t co a) `O co 0 °) 0 X oQw1-a cSwQaSmO �zu) ` .o . i-LCCwU m c1- wZ 0 F► o Z m vciiii c O L U co a) w c O PROJECTION 0 C Co co To 0 H Uy a) O) O 7 am 0 U d CD co •OO RESOURCES: Cr) h N COCOON M O N co O co w O 1- M N h Co) CO `CP00 tri .- ri M N CO 0 C) Ch O N 0 N O CO 0 CO O N O N Ci tri tC) h CO CD N CO 0) M M • O .0 M N h M co 0 ID N1• OCO CrM_ • co .0 M N r- (0100 M NiOCOO M Ch w N 0 a) c C Co N M w O G) C N • C • Co 0 ama a) O a) 'O m LL C Total Resources • N0.—hNCDCOCr) 000 03N0)CO1Oh1OMCON CONO1OONM.-0010 • to N M N Co h CO CO O ...� . r- CO0.—,CP NCDNM000 CO h co CO M O F- CO 0) C) CO 03 CONO.crNONCO-001 CO O to N N M N to h CO N r- N 1 M 000)) OCOO 00 O ' 0 — ' 0 0 COM) NN COC) N O 0 O CO0'— ,CP NCDNCr)000 CO h0)COCr) Ois. 14)OM000O CDNN0NC0'-00`CP CO O to N N M N Co h CO N r- N r 1 M 0)hCr)'—N(01 1 0) Oho Cr) PP000O0N.—CO M CO to to Cr) Cr) Ps CO CO N N • U)CC).-CNOO)CCOCO0 ' 1- 0) CC)OOCDCDCOU)' 11Cr) ca a 1 ONh 11010 N N O 1 O 0 0 M N hCO M N r to C[) C 0) CD CSO .-O Mr) 1 '• CO co 1N. n OO to O '- CO M O CO CO to N O 0 0) 0)) CO M to 0) M Ch to co ✓ Tr co Com[) O CO M M r CO co CO CMO co O to M M N 1 O CO v a 6 41 a) N O V d O Z m 0 y C 0 0 .c — ad ii U .y • CA CD � • � E • ca> � 0 a) 66 C W ....o ) .9. • CD `a wa U .0 o= at cl) O co. C a) 0 E co U_ • o 0 ▪ co cr)O C I-� a• ) on -o a a)•� o� o oOto a p, u) .-2 ) c C a ui f CO cO O • O V v C• C Ia) 0 a) j x w '�t co c a) m aa)) > ...,•S= c°r o `. 3 so n w r0 C a) co a) v •C F a) LL CL m a w- a E S LL Q a D z O a z n i o U.1 Z 0 F- F 0) n- 0) 0) r m' cn CO to to 0 d z Based on the architects computation, this a) > C O 0 0 .42, .c )O.c) tri 1 N 1- N 0 CO to y� C co C fo 0 O t0 N C to CO N Ps ZIT •N 0) C O O a C) j E -co • to - co a • '• - 0 1 N C Co Cp co N co o CA ,- Co 3 rf) to Via) C . LL 13 O 0 t >O c • O 0 Orn �� 0 ,-%) O > O ) „" . Ma) w c 0 o 0 O N O co E >, c a co �o O co 4) c E Q .c 0 0 OW r C w CO o 0 o O r- E O d N N U C 0 w Jo O .>. To 0 72Co c to • m 0 a) • N• U t 0 ` • C N d c) Balance in Fund will be transferred to Debt Service fund for the benefit of Deschutes County 911. PROJECTION y (I) O 0 0- m 0 .) a) (p O U 0 RESOURCES: (0 M0 N_ 001 - r 01 o M_ I.- O N- CO O M 0 M 0 a- 00r0VI 1(�OCV CV r CO O N •- N (� 0, n O 10 O N 0 0 0 0 O 0 0 0 0 O 0 0 0 0 O M Cr N O id' r N TrO M O N M O M O O O r O M O O N N r N ^ N V O M O N M O M O a- 00,-001 00•-00 O O N N N1.0 N r r y O U 0-3 i\ r- O) - -- I\ (0 O co ol O r r CA CO (D I�COOr O(DO(DO O r 1� ' CO r r O co 0)N N (o N 0) M O) .. �O 0 n r CO N- (r)Ne- N(DO)CO h (OCI) rCDCI) CDOCr) ON CD Ia.. O r N. M O e- r r (D M N r •(0LC)Mtri M.-0) 0) N M s- 0 - 0 0 o (001 0 0) 0 0 00) - 01 N (LiO (O N N. r r M N N. 0) N N M V' CV CO O CO O CO 0) .- CO 0) V' 0) M O N CO CO M) r )- 000 r r CO M N •-• •-• CO. MMcel -0)0) co co r O r Tr O M M 0 O r ((0 M r ti N N r- O) N N C') (V (O 0) CD 000O)r(O0)0)Cy) ONCD CO VI N.ce)oo CO MN r r O O M M M r CD 0) co M r O ((0 M r ti N N 0 H U E a) C a) +8 V co a) C a) Z (J Nd' y ..-7..- y a) O ` C 0 U 7 co C6 = 13 1- C/3i p) y N _ Q N = C 0 _ co C oi to N y (A 23) .55 a) Df y 7 � Ip LL 7 ate) w >0 = =0 e- c aa)) U E as o a° 1a . z c o a>io I- co c co -0 O . vV mm o��c�m 0c400°,, �C�acyU Oc �Nx v°COo 01 0 .� O N Z O C O C y w a) (� m +� ,� W C a) N N ... C co C N O. +0 2.. C C y C a) .` -o w •C N 1-- 15.01— c U s 4... m U v- ofnF-USF- W �a W W J0._LL.0- < I- Uo F0 CD - Z re 'I') O O N Cr) M Tr C0 O (() N O O O N M ((0 0 10 N O O O N r N: ti ((0 ((0 co co 0 0 0 0 ) 0 0 ) 001 GI ) 0 0 r r O 0 M 0) 1) CO 0, M ' N CO 0, O 0 0 Cr; 0) O O O 10 N 0, N 0, O1 CO CO 1') CD N CO 10 (O N CO 10 CO N O CO 1f) M O N O . 69, U a) O �' 8 0 0 0 (0 a 7 _ (1) fs Cr) > f0 C 0 a) O) U O M 0o 0- 0 w a- y r TS -0 C C 0 7 U- O tl) C U 7 O 7 U O y y ;D N O .>'. O C O 7 O O U M m C % O 2 0. O O 7 �p > 00 a)y U U Co O CI) M yM�. we -M O N ... N 0 N y c O I� ••+ +rt0 y U Co CO c0 EI-) y Q 0 ft 0 2 Q o 0 O LL cn1 w c 0 w a) N a) ce 0 N 0 0 °1co Z Q a) LL W CIUL w 7 O c (1)U EZ .0. C m H 0 a) in a) 0 c a) CO 7 (0 Amount Paid C 0 0- a) a) 0 O '0 N N tO CO CO M M CO CO •41F - LO M CO r M co 0) M IC) O) r 0 N CO O 0 0 Co (NI r r 00h -t+ 00 03000)(0C)r-N N r00) L() C0 0) r 0 t- O) M C0 0 C0 0 Nr O O) co M In r 10 In O) co CO O) co co 0 0 0 co 0 117-aO) C5Mo) N: 7; N CO 0) r CV T N N N N r r a) a) CO >. c C0 a) a) Y �' a) O .4=- 0 N c Oct w m a) .c c 0 a)=ME 0 co CO U Y ;t' C N ca) 0 w �'=" c U w N t N L- 0= 0 O ja co 3 l 13 a - a Q�� to U C/3 '_- ' O> o 0 0 w. C) a. •0 C C�`O CL CC 0 a- co D a) O N` NN 0 O V O N .`O_. a) N— a 'ma- c. a) U 0 c N w m 6 N 7 0 13 N a) 1,K1 fa ccN 0 D v7) 0 C = co �Nv coo fl.I 7 ` •` d cci) C .0 CO = c p) >. O L 0..tr. U 7 N V u) 7 N D t w D CO C .3 O •2 �. A C cLi 0c a) 0 c c a) = yQ E O N io m Q`cc W_f0cn< 0u.D °D .°0 --a_0Mincfnco a 7 2 2 2 2 o 7 7 7 7 0 0 0 0 0 >. w«_ «_ w a)" C L L L L 7 a2 L` N U QQ QQ12fn 0 0 (1) a)C c CO CO CO CO N N C C C C ri 0 as 0E0< CC00 r �t # fit 4* O N_ 4'k 4* 4* a) 0 a) a) a) a) (I) a) a) a) a) a) (1)'3'0 '3'3'0'0'0'3'3 13'3'0 -0 0 0 0 0 0 0 0 0 0 0 0 0 —m a) mmma)0a)a)a)0)a) m C C) C C) C) C) C) C) C) a) C) c C0 CO CO CO C0 C0 CO CO Co CO Co CO L L L L L L L L L L L L cn00 0000000000 Total HSW Builders Deschutes County Bethlehem Inn (Fund 128) Eight Months Ended February 28, 2011 Year to Date Budget Actual Variance FY % I Coll. % Budget Year End Projection Variance] RESOURCES: Beg. Net Working Capital $ (2,725,000) $ (2,722,510) $ 2,490 100% 100% $ (2,725,000) $ (2,722,510) $ 2,490 Revenues Grants - Private 1,907,333 - (1,907,333) 67% 0% 2,861,000 - (2,861,000) Total Revenues 1,907,333 - (1,907,333) 67% 0% 2,861,000 - (2,861,000) TOTAL RESOURCES REQUIREMENTS: Expenditures Debt Service: Interest Expense Interest Payment (817,667) (2,722,510) (1,904,843) 67% -2002% 136,000 (2,722,510) (2,858,510) Exp. % 24,000 13,133 10,867 67% 36% a) 36,000 20,000 16,000 66,667 66,667 67% 0% 100,000 100,000 TOTAL REQUIREMENTS 90,667 13,133 77,534 67% 10% 136,000 100,000 NET (Resources - Requirements) (908,333) (2,735,643) (1,827,309 b) 2,722,510) (2,758,510) a) Interest on February 2011 negative cash balance ( $2,732,974.83) = $1,285.04. b) Recap of expenditures - inception through February, 2011 Land/Building (Amertitle) - July 2007 $ 2,241,313 Hickman Williams 17,578 City of Bend - May 2008 250,000 KN EX CO 5,289 Kleinfelder 3,732 Total expended on facility 2,517,913 Interest on Negative Cash Balance 217,730 Total expended $ 2,735,643 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 Balance Due on Contracts "Area A" "Cell 5" Landfill Closure Fund 611 SW Capital Projects Fund 613 Total 817,210 2,538,638 436,648 1,806,022 3,355,848 2,242,670 380,562 732,616 1,113,178 341,522 131,482 473,004 Remaining Appropriation after contracts paid in full 39,040 601,135 640,174 FY 2011 Expenditures for other activities (a) 32,210 339,174 371,384 Remaining Appropriation after Contracts/Other 6,830 261,961 268,790 Additional Appropriation in Contingency and Reserve for Future Expenditures 274,011 551,196 825,207 a) Fund 611 FY 2011 Expenditures for other activities through February 28, 2011 are interfund loans totalling $32,210 for the Humane Society of Redmond. In March, an additional $20,000 will be loaned. An appropriation transfer will be made prior to the end of the fiscal year. 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 February 28, 2011 (Final payment made December 2010) Balance Due Deschutes County - Solid Waste Area A Closure and Cell 5 Construction As of February 28, 2011 DEQ requirement for gas detection LFG well field management SOPs Storm sewer realignment, drainage, Area A thickness Construction Contract M A DeAtley Construction Inc Original Contract - @ estimated cu.yd. Amended Contract - @ revised cu.yd. and damages 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) 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 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 Change Order #8 Change Order #9 Change Order #10 Change Order #11 Change Order #12 Change Order #13 Change Order #14 Damages Total Contract Amount Paid Through June 30, 2010 July 1, 2010 through February 28, 2011 Balance Due Total of Engineering and Construction Contracts: Original Contracts Change Orders and Damages Total Contract Amount Paid Through June 30, 2010 July 1, 2010 through February 28, 2011 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 62,927.56 153,904.42 62,042.58 408,317.86 124,970.14 2,097,140.50 3,290,779.98 5,387,920.48 2,284,885.13 3,552,521.82 5,837,406.94 45,095.00 45,095.00 14,302.54 14,302.54 24,885.69 24,885.69 32,690.70 32,690.70 148,958.89 148, 958.89 1,332.00 1,332.00 2,486.98 55,853.20 5,938.50 204,700.00 5,167.76 2,200.00 6,354.75 (35,000.00) 204,700.00 2,486.98 5,167.76 2,200.00 6,354.75 55,853.20 5,938.50 (35,000.00) 2,422,374.74 3,929,998.22 6,352,372.95 1,707,132.00 2,054,537.51 3,761,669.51 373,720.63 1,743,978.95 2,117,699.58 341,522.11 131,481.76 473,003.86 2,526,754.13 3,735,037.82 6,261,791.94 212,961.61 410,907.40 623,869.01 2,739,715.74 4,145,945.22 6,885,660.95 1,961,545.44 2,208,441.93 4,169,987.37 436,648.19 1,806,021.53 2,242,669.72 341,522.11 131,481.75 473,003.86 Note: There will not likely be additional payments to M A DeAtley until Spring. The additional services are for landscaping and other weather sensitive activities. Deschutes County General Support Services - BOCC Conference/Seminar, Education/Training and Travel Expenditures and BOCC - County College Expenditures FY 2011 3/1/2011 BOCC Conference & Travel Jul I Aug Sep Oct Nov Dec j Jan Feb I YTD Total Tammy Baney 45 75 150 465 1,040 Conf/Sem & Educ/Training - - - 305 Travel Meals - 20 . - - - 150 127 55 254 - 1,699 225 2,586 Accommodations - 77 - 429 - Mileage reimbursement - 240 '', - 255 - 306 27 297 . 60 - 1,098 Ground Transport/Parking - - - - - - 87 Total Baney - 337 , - 989 45 685 816 2,164 5,036 Dennis Luke - ' - Conf/Sem & Educ/Training - - 305 - - - 305 Travel Meals - 56 ' 37 25 i 74 32 ; - - 225 Accommodations - 77 76 506 85 (214) - - 529 Mileage reimbursement - 282 178 190 j 211 148 61 - 1,069 Ground Transport/Parking - 17 - - - - - - 17 Total Luke - 432 % 292 1,025 , 370 (34) I - - 2,146 Alan Unger I 45 ! j - - - Conf/Sem & Educ/Training - - - 305 30 , 32 - 380 Travel Meals - - - 198 - 230 Accommodations- - - 1,414 ! - - 362 - 1,776 Airfare 1,133 - - - - j - - - - 1,133 Mileage reimbursement - - - - 372 29 ', - - - - 575 - - - 947 29 Ground Transport/Parking Total Unger 1,133 - - 2,317 '', 45 - 998 - 4,494 Tony DeBone Conf/Sem & Educ/Training - - - - 350 - - (107)1 45 - 395 Accommodations - - - 536 - 429 275 Mileage reimbursement - - - - - 122 - 154 Total Other - - - 536 350 14 45 154 ''; 1,099 ■ Total - BOCC Department 225 , Conf/Sem & Educ/Training - - - 610 395 75 465 2,120 Travel Meals - 76 37 25 1 74 182 87 - 680 Accommodations - 154 76 1,470 85 1 (195) 616 1,699 5,320 Airfare - - - - - - - 1 - 1,133 Mileage Reimbursement 522 178 445 I 211 454 933 154 3,389 Ground Transport - 17 1 - - - 27 60 : - 133 Total - BOCC Department j - 769 292 2,550 ' 765 544 1,921 2,318 12,774 FY 2011 Budget 19,600 Percent of FY 2011 Budget Expended 65.2% BOCC County College Public Information - - 1,874- - - - 1,874 Office/Copier Supplies - - 33 65 52 - - 150 Meeting Supplies - - 295 930 I 828 - - 2,053 - j - 2,202 995 1 880 - - 4,077 3/1/2011