Loading...
HomeMy WebLinkAboutFinance UpdateMonthly Meeting with Board of Commissioners Finance Director/Treasurer AGENDA (1) Monthly Investment Report (2) March 2010 Financials I eschutes cunt at. ! Investment 'art a io + s 1 c 0 L O a L 0 w c, L ca 0. E 0 V O O O 0000N T M M O O O Average Maturity in Days o eo 0 0 0 0 0. L) 1A If) O O 0 0 1- N N N T T T cn CE o C d cn a w 2 7 a) U ocn F-7 (6 Z Q` 4: o ` U 45 m d c • H d c 0 E 2- co w.CJ u m HUU Total Portfolio: By Investment Types 0 co 0) 00 0 oEL z CO 0 U V $ A m' O zI Market Value Original Cost 9 .m.. m C) c 0. .m. o' OZ . 7 11 O q 0 O' 0 z ' I ' U 00 U U 0!00 U 00 U U U'U U U U U 0, U U 41 U UU .2U'U U U1C3U OIU c ', 1Z Z Z Z Z Z Z Z Z z,Z Z Z _ Z Z1_Z Z ZIz Z ZZZ m -2 z:-2 -2 - NZ iZ t, , 0 I1Q0 . , 0 0 0 0 O V. CO} .. 0,,r, N- 0 � (0tN 0 • 0 CO.0 O c00 , (0 co. r N. V N 0 0 01010 O (0 col 1` N O O V N O O' 0 O (0 t` 0 CO t`', N O O CO(0�0 N O. u1 O c0 O c0 01 �'NI 010I N O O '. N 0) 0. (G ,I 0 ri 0' 1` 0 N' �. 0 co':OI 0 (000 N (0 N N- O VAI N 0. 0I C')'. 0 10 c0 0 0 . N 0 0 0 N - N - (0 10 V 1 0 , (0 (0 e0 0 . 01 CO CO c0 1` 0 a0 V 0) N V 0 . V ! 10': 0 )) 0 01. ' 0 0 0)', N 0 01 CO CO _' (0 t` N c0 V 0) (0' 1` 10 , N C] a ,-_ CD ., e0 O O' 10! 0 N O 0' 10 r 011, 10110 co O'� 1` c0 O', f') O c0 O --iv. N (0 0) C] I� C] I r) O ) )) N (0 01- N 6105'6' 0) N- N (p00: cD r) c0 0'. I 00 _O' O N O, 0 0 0 0 0 0 0. 0 0 0 - _V 01 0 0 0 0 0 I 0 0 0 0 0 0.- 0 0.- 0 0 0 01 1 ' V N V N I V I- N N N �, N N 'C•11 N N N N 1,N N, N N CV N N N N- N N N N N' 1 j_ 100) 0' co' 0)1011 co 0000 0 Oi(00 V,0; 10N 0001')') 000N 00?00,000010' 0 co 0 1" V'. N O O O O 10 0, O t0 (- .- 0 00 clo co0 01 O', N 0 0 0 0 0 0 0 0 ,co ` 0 01 co 0 t~, t 0 a0 O 0'. 0 1` 1 0 N O t` O 01010.-4,-0'0:o 01 0 0, 0 0101010, 0 0: 0 (0 0 N- O N (..N -co 1(0 0 V' (01 a0' a0 c0 0 (0 01 0 c0 01 0)N0 VN N N N CO N',; N 0310 N 00 O N 1. 0 V 01 1. _I 0 0) N1,.. e0 F- I a0" C)c0' C) 0 a0. 10. 10 0I V- r• -•a c0 011 N1 (0 (0 10 1� N . N N I (0 c01 a0 01 (OI 1 01 0) V'. 011 0 01, 0, 0 0 e0. 04,)-10 , V 10 1 N1 0I 1` 1+) 0 0 0I I� 0 0 0)1 (0cp ) )' 1+) (0' 0 0 0, 0 N NI c0' V co; 011 Nom. 0 0'. C')1`, 0, N 0. Nom. 0', N 0 0 0 0' 01 0I 0 N' 0 01 e0 01 0 0 0 0 011 0' • 0 0 0. 0 0 ,. 0 0 0. 0'..-' 0 0- co.,- 0' 0,-,000,0 0,-,0 . 0)1 0 01 0 0 0 01'' 0 V N' V N O'. 0 N N.- CJI N` N N N N, CJ N N N N', N 01'1, CJ' N N' N,- CV 1 0 0 0 0 0 0 001 00 c0 0 0 0,0 ,0 0 0' 0 0 0 010,010 0 0 0 0 0 0, 0 0+I� -00 -_r � oIo000 1..000...... Q+ O O O' 0 0 DI N 0't� Cr. ! m00.0.9.0000 O (V O, CO CO O O p 0 p N O O, O O O, O O� O O O O; O 0 010 0 0:0 0 t` (0 G 7 0, 0.. O 0' 0' 01 0 00 (01 0)' 0' 0 N 0I O' V, 0110 7 0. 0 0 0. V 0 (01 0 0' (0 0 01 c0 0 N 0 0 N (O 10 CO 0 0, OI 0 O 0 0 01 �. (`]1 011 (p' 0 CO 0 OI (0 01 V- 4') 0 0' 0, 0 (O 0 COO 0 O' 0) 0 (O � a0 O 1�l O O- ! N 1- - CD O OI O V. OI 01 O 0 1` 0 CO O 0p' 01 0, 0 01 O p1 O: O 1` 01 a71 O 01 0: 0 h. O O.. O V al 1: O N O 0, S' N'. 011 0' N O O ((0p .4-1h-,0 0 0 0'. O. O 0) 0. 0 01 0 0) 010;o 0p 00, 0 0, 0 0 V co. 000.01 010 0, 0.00,-' OO 7-00),-00.010)01 1000 oO 00100' .4-...,o_ 0) yN 1 Q` N V N a 1 01 N N N' 01 1 (-4 N,- N I N-, N,- N N N NI! N i. N N 1 N NiI N' N ("N 1 0^ (y w a. m O a.0 01 Se a''e ae 0 0 0 0 0 An a 0 0 0Y ' 'A'' 0 A',AI0 0', 0 0 0 (00 01 0 01 a- ae at e a 0 0.0 0'' 0 0 (0 O 0. 01 O 0 0(0 O O O 1. a01 (p O 0 0I O 0 0 O: 0,0 01', O 01 0 O! O O 0 O pp '0 01 1!..,-'1 01 0 01 ( 0 V 4O, N V O N T 10 0 i0 10 (') 10 0 0) O O 10 0 0 01 0 0p 0 1 101 00 0 101 1` V O' O 10 O N 01 1 110 a (0 110 � 10, 0 R N' 0 O. N N: NIS 0111 co 0 1` 7. co O 011 0' (0' 00 I.-10'0 01, e0 O VI V 1Ln ,CO O + N .- .-1 011 N 0,.- • .- .- .- e).o, clo 0 r 1 i � O1, ,- 0, 0 0 ' ' p' 0 � � O IO C) 1 1 m ae �1�lae e ae 3e1� 1o,oOi_lo, oI1c IOIf` O O N '�.i� 0 O' mt.10) 40 '(010' I(0 (0 .- co CD 1'41 CO 1N -- 0 ICV CO 10,E t` N (0 CD CO N'.c0 II c. ('- cD:N' '1� V N 00,0 CO 00 O I� CO OI0 ,N 0- (0 F2 N M '_ ._. O O 0 - _.. 1 N 0 0- 0) (D 1 r -F06 Ir 0 (0'O '0) O x17 N CO ,1 0,2 ;_1 T — 1a1 0 \10!'10 0 0 ,11 ''0 0 '10 10 10 0 0 0 0 Ia o .0010 ,0Do 0 10 0 o , 10 ( 110! 10 O O 0 0'0 0 O' co O 0 0I O 0 1 O O I 010 O' O O O' (��1 t` 10'. 1` 11` O'. O 10 01 O O 1n O 0 O 1' O CO, 10 10 0' CO 0, O V OI C 0, N 0 CD 10 C] 0)! U) .0 C') 1` 1` 01, O 1` 1` 0 .- 01 O' 0..4:1 11(•) 7 n) V v1. ''0'0 0 0 � IO,I(!,' 0'.,4') 0 (0,0 � �. — — 1 , t — M_a- E U = O H a mi0 — > a a 2J 0 I j E1 O c 1 M = E'm o m 1. tcD{ 0, (0 0 c::,1 -..:,r, C0 (0 V 01T 4') 10' 1` 0 ▪ (0 f` N, V c0 0 0_ I _, (0 0 cn �. v1 c (0, 0) N o (0I (�0 v l� C0 t0 m1 V 0 I V (c1 a c0 N rn 0 coc0 0 0 co m > ;1� t` N, (O (0 OO c0 f` N O OI f`' O 0 t` : O O''. tD �' In V 4'') 10 v 1n �. C')1 1n 1n 1r) V C') In 0- 1n (4) 1L) 1() (0 (� (� (o f` f` 1'4) E C �' O 0,0 0'O O O0�o',O O O O o1,- INI�m >10'- �tz. zdz.z z _r-_1 w ct9 Q '001 N' 001 I N N 001`1 O<` , N N_ O N N N I N O`-0_0010 N:NN N X11,01 C1 A,F ✓ 0- 0- r, a0 (0 0I 0) 0 0 0 ,' (I M 0 pp 11) 1n (01 (a; (a 1` R. 0 0) 0)', 0) 0) 0)' 0 0 N 1 r > .I V 0 0 0 0'' 0 0 0 0 0 1 ' 01 01 0 0 0 01 0 010, 0.-0 0 0' 0' 0. 0' 0 0 0! �' 0 < O O 1003 1 tI F 1 rn Cb rn,rnlrn'1ao rn'rn'rn,rn rn'1-1'rn cola, rn rn a,1 a, o rnIrn 0 0,0 0 010 01010'0 8 O 0010 0 o'o oo�ololo oIo 0 01010,0 0 0'.0�� o:o �) o o'o� o.� -' m - 0_ 0 coly v mm1 ��.ip m (DI o a 1. 'm C E1 Ulm 2a_ E � m' a) .e a P.. ,o 0")0 o�',o U 0,F- DLL 4;).-1 1- N co 0 f` 0'O alp 0 lI X10 0 010 0 c.o. 0 O 26! 261 0 0 NI 0 0 f` 0'011 0 01 Q: Q'N N, 01,-: 0Q:CVN QI NI N'N x10 0 1- O N N N1....71,-1` .....1.71.: 0 N' (D ▪ 01 a (0 10 1 t0 0 0 - i„.,13,„ ::8',-.2 (a'' N C] 0I f7', 0 N N.. a. 010 aolio 0101,0,0'.0 0 0, 'o o',o o- 0 0 0''0,0 0,0 0,0 0 1oi11 Q11U a'LLlmm�mi2>HaV•1Q 0.3:11 Q;Ip LL ocsezLL0ao ++ ZaI<1<LL's *-. i a, m m V S Y J4 OG yNN O�m V V li .� F' F-1 I- I- I- Z Q I OI U, I u_ u_I u_! Z ll.1 LL: Q u_ � � ed6 O �' O 0,<0i 1 Q I D Z a U a O a a Z p i a • I- 1 LL F U LL i; r- i LL U �'LL1 ; sm x " r" m alm 0.0 a;m z z > z' z to a,m1m m.z'z1 I ua ' 0: <, < a•'1 0 m atm LL m LL Ti- m z -) LL z a) !m m CO x:m1-I m m 3 m ='' =11.5 U m m m m co!Y (n:a 0. 0 0.;co a s x'm',m 1 I -t - # i _. . __ _ .- m CD 0',, 0) N N f` V 10' O1 011 (0 f` (� 101 Q N �. Z � ! )0 m 1, � ' , 10 0 V , -I J F.1 V 001 OIs Y Z 1 a: W 1 ','. 11 i XI, (0 0 )- 10,. m •� Xr XI, x ->▪ , x X °) cel "3. )(x N, W 1 O 0 � 0 C0] 0- M �', NI OOi (v0j N 0 (rco 0j 1 M. t0+) NI M,, (` CV 0'1 t0+) 0 C0) VC] C] C7 C7 co f") 011 M (�'� C7 ('1 'I M' C') CI1 (h 11 0 (") C7'1 (h ''- U 0 1 1,0 0 U 0' z m m C 'Y �Z 1 c, V• a U.U', v ',U m, W 01 c 0' 0 c U m', - 1 '. 0 1 v CI v c�il41 0 �1 U c� m U. Y x m' c �'� m X10 ZI'�c: 1 0 1m - ',0 m1 m c.0 _I d (�',, c c m 01.3 >i S,U U c, 1 $ 1 1: m 1 E v mi Im v',U cn ml Ig m 'e m b H O 01 0 O O N o,U 2' O 1 01 U ,..CP (p m1 �' C) > cc1c1ax11-',cm.Emm c0 a�11a.E'101a cm .-. c1mI0m0)0.0 J�I_J T�i� m+ m m m E m DI CO 2 0 2= m a' E 2 EI 0 o 0 21 oix ,.1 m1 u. i 1 E u.11 2'1 o u Z 0- x'' C 'm1mlm 7 m'J'm LLI2 u_ u- 0j1_01LL 0 2'3 0 0 LLI(ry1LL.1ln�Y U. u- D[O WILL.0-:LL F- LL LL LL u_1. Memorandum Date: April 13, 2010 To: Board of County Commissioners Dave Kanner, County Administrator From: Marty Wynne, Finance Director RE: Monthly Financial Reports Attached please find March 2010 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) and Health Benefits Trust (675). The projected information has been reviewed and updated, where appropriate, by the respective departments. Cc: AH Department Heads GENERAL FUND Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. RESOURCES: Beg. Net Working Capital $ 6,050,000 Revenues Property Taxes 14,867,135 Gen. Rev. - excl. Taxes 2,191,097 Assessor 615,528 County Clerk 782,378 BOPTA 10,343 District Attorney 249,600 Finance/Tax 140,287 Veterans 52,644 Property Management 64,837 Grant Projects 1,503 $ 6,775,995 $ 725,995 100% 112% $6,050,000 $6,775,995 $ 725,995 19,514,776 2,644,425 643,651 1,125,907 11,441 168,358 158,536 45,725 71,740 1,503 4,647,641 453,328 28,123 343,529 1,098 (81,242) 18,249 (6,919) 6,903 Total Revenues 18,975,352 24,386,063 5,410,711 TOTAL RESOURCES 25,025,352 31,162,058 REQUIREMENTS: Expenditures Assessor County Clerk BOPTA District Attorney Finance/Tax Veterans Property Management Grant Projects Non -Departmental Contingency Transfers Out TOTAL REQUIREMENTS NET (Resources - Requirements) 2,467,973 1,095,528 44,781 3,440,447 559,853 169,276 179,764 79,255 1,209,755 4,458,535 13,705,167 9,785,183 23,490,350 1,535,002 2,297,415 923,984 40,736 3,405,759 576,867 167,165 177,592 77,366 1,602,610 9,269,494 8,575,449 17,844,943 13,317,115 75% 98% a) 19,822,847 20,674,385 851,538 75% 91% b) 2,921,462 2,921,462 75% 78% c) 820,704 820,704 75% 108% d) 1,043,171 1,477,971 434,800 83% c) 13,791 13,791 75% 51% 332,800 381,603 75% 85% c) 187,049 197,827 75% 65% e) 70,192 63,871 75% 83% 86,450 86,450 75% 75% 2,000 2,000 75% 75% 48,803 10,778 (6,321) 96% 25,300,466 26,640,064 1,339,598 6,136,706 75% 99% 31,350,466 33,416,059 2,065,593 170,558 171,544 4,045 34,688 (17,014) 2,111 2,172 1,889 (392,855) 4,458,535 4,435,673 1,209,734 5,645,407 11,782,113 Beginning NWC per Requested Budget Exp. % 75% 70% 3,290,631 3,220,631 70,000 75% 63% 1,460,704 1,450,704 10,000 75% 68% 59,708 63,614 (3,906) 75% 74% 4,587,263 4,563,140 24,123 75% 77% f) 746,471 703,061 43,410 75% 74% 225,701 225,701 75% 74% 239,685 239,685 75% 73% 105,673 105,673 75% 99% 1,613,006 1,493,006 120,000 75% 0% 5,944,713 5,944,713 75% 51% 18,273,555 12,065,215 6,208,340 75% 66% 13,046,911 13,046,911 75% 57% 31,320,466 25,112,126 6,208,340 30,000 8,303,933 8,273,933 a) Projection based on actual collections through November 30, 2009. b) Year to date includes annual PILT payment of $467,230. c) Includes 3 quarters of A & T Grant: Assessor -$578,561, Tax -$136,261 and BOPTA -$11,441. d) Significant foreclosure and refinancing recordings. e) Unexpended VET grant repaid to ODVA. f) Year to date includes expenditures paid annually. 8,300,000 Year End $ Budget Projection Variance $ 6,775,995 $ 725,995 100% 112% $6,050,000 $6,775,995 $ 725,995 19,514,776 2,644,425 643,651 1,125,907 11,441 168,358 158,536 45,725 71,740 1,503 4,647,641 453,328 28,123 343,529 1,098 (81,242) 18,249 (6,919) 6,903 Total Revenues 18,975,352 24,386,063 5,410,711 TOTAL RESOURCES 25,025,352 31,162,058 REQUIREMENTS: Expenditures Assessor County Clerk BOPTA District Attorney Finance/Tax Veterans Property Management Grant Projects Non -Departmental Contingency Transfers Out TOTAL REQUIREMENTS NET (Resources - Requirements) 2,467,973 1,095,528 44,781 3,440,447 559,853 169,276 179,764 79,255 1,209,755 4,458,535 13,705,167 9,785,183 23,490,350 1,535,002 2,297,415 923,984 40,736 3,405,759 576,867 167,165 177,592 77,366 1,602,610 9,269,494 8,575,449 17,844,943 13,317,115 75% 98% a) 19,822,847 20,674,385 851,538 75% 91% b) 2,921,462 2,921,462 75% 78% c) 820,704 820,704 75% 108% d) 1,043,171 1,477,971 434,800 83% c) 13,791 13,791 75% 51% 332,800 381,603 75% 85% c) 187,049 197,827 75% 65% e) 70,192 63,871 75% 83% 86,450 86,450 75% 75% 2,000 2,000 75% 75% 48,803 10,778 (6,321) 96% 25,300,466 26,640,064 1,339,598 6,136,706 75% 99% 31,350,466 33,416,059 2,065,593 170,558 171,544 4,045 34,688 (17,014) 2,111 2,172 1,889 (392,855) 4,458,535 4,435,673 1,209,734 5,645,407 11,782,113 Beginning NWC per Requested Budget Exp. % 75% 70% 3,290,631 3,220,631 70,000 75% 63% 1,460,704 1,450,704 10,000 75% 68% 59,708 63,614 (3,906) 75% 74% 4,587,263 4,563,140 24,123 75% 77% f) 746,471 703,061 43,410 75% 74% 225,701 225,701 75% 74% 239,685 239,685 75% 73% 105,673 105,673 75% 99% 1,613,006 1,493,006 120,000 75% 0% 5,944,713 5,944,713 75% 51% 18,273,555 12,065,215 6,208,340 75% 66% 13,046,911 13,046,911 75% 57% 31,320,466 25,112,126 6,208,340 30,000 8,303,933 8,273,933 a) Projection based on actual collections through November 30, 2009. b) Year to date includes annual PILT payment of $467,230. c) Includes 3 quarters of A & T Grant: Assessor -$578,561, Tax -$136,261 and BOPTA -$11,441. d) Significant foreclosure and refinancing recordings. e) Unexpended VET grant repaid to ODVA. f) Year to date includes expenditures paid annually. 8,300,000 COMM JUSTICE -JUVENILE Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % RESOURCES: Beg. Net Working Capital $ 1,085,000 $ 1,200,041 $ 115,041 100% 111% $ 1,085,000 $ 1,200,041 $ 115,041 Revenues Federal Grants 23,831 49,786 25,955 75% 157% a) 31,775 53,490 21,715 SB #1065 -Court Assess. 45,000 38,357 (6,643) 75% 64% 60,000 55,000 (5,000) Discovery Fee 12,000 10,917 (1,083) 75% 68% 16,000 13,500 (2,500) Food Subsidy 22,500 19,257 (3,243) 75% 64% b) 30,000 27,000 (3,000) OYA Basic & Diversion 249,338 138,137 (111,201) 75% 42% c) 332,450 340,076 7,626 Inmate/Prisoner Housing 45,000 87,257 42,257 75% 145% d) 60,000 120,000 60,000 Inmate Commissary Fees 600 230 (370) 75% 29% 800 400 (400) Contract Payments 156,106 54,988 (101,118) 75% 26% e) 208,141 82,500 (125,641) Miscellaneous 225 97 (128) 75% 32% 300 100 (200) MIP Diversion Fees 750 225 (525) 75% 23% 1,000 400 (600) Interest on Investments 9,750 12,821 3,071 75% 99% 13,000 16,000 3,000 Leases 1,836 1,800 (36) 75% 74% 2,448 2,400 (48) Grants - Private 795 795 75% n/a 795 795 Health & Human Svcs Chg 1,245 1,245 75% n/a 2,000 2,000 CCF Interfund Grant 51,000 31,148 (19,852) 75% 46% f) 68,000 54,495 (13,505) Crime Pry Svcs Interfnd Grnt 15,000 10,521 (4,479) 75% 53% f) 20,000 20,000 Total Revenues 632,936 457,581 (175,355) 75% 54% 843,914 788,156 (55,758) Transfers In -General Fund 4,157,390 4,157,389 (1) 75% 75% 5,543,186 5,543,186 TOTAL RESOURCES 5,875,326 5,815,011 (60,315) 75% 78% 7,472,100 7,531,383 59,283 REQUIREMENTS: Expenditures Community Justice -Juvenile Personal Services Exp. % 2,122,614 2,110,653 11,961 75% 75% 2,830,152 2,835,000 (4,848) Materials and Services 991,573 815,379 176,194 75% 62% g) 1,322,097 1,156,000 166,097 Capital Outlay 75 75 75% 0% 100 100 Juvenile Resource Center Personal Services 1,899,116 1,732,286 166,830 75% 68% 2,532,154 2,330,000 202,154 Materials and Services 138,677 135,256 3,421 75% 73% 184,903 182,000 2,903 Capital Outlay 75 75 75% 0% 100 100 Contingency 451,946 451,946 75% n/a 602,594 602,594 TOTAL REQUIREMENTS 5,604,076 4,793,574 810,502 75% 64% 7,472,100 6,503,100 969,000 NET (Resources - Requirements) 271,250 1,021,437 750,187 1,028,283 1,028,283 Beginning NWC per Requested Budget 987,000 a) Federal Grant projection increased for funds not spent in prior fiscal year. Reimbursements received quarterly. b) Food Subsidy receipts reflect payments for July -February. c) OYA Basic and Diversion second quarter payment received in February. Payments are based on reimbursement requests for actual expenditures in prior quarter. Department anticipates projected amount to be received in full by end of fiscal year. d) Utilization of housing for juveniles by Crook County projected to exceed original estimates. e) YTD BRS revenue for July -February. Projection reduced to reflect actual youth count at Tess than half of original estimate. f) Second quarter payments received in February. g) Positive variance a result of accruals during July of June expenses, BRS contract payments being lower than anticipated due to low youth count in the program and a decrease in Maplestar contract for youth services. Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 1,085,000 $ 1,200,041 $ 115,041 100% 111% $ 1,085,000 $ 1,200,041 $ 115,041 Revenues Federal Grants 23,831 49,786 25,955 75% 157% a) 31,775 53,490 21,715 SB #1065 -Court Assess. 45,000 38,357 (6,643) 75% 64% 60,000 55,000 (5,000) Discovery Fee 12,000 10,917 (1,083) 75% 68% 16,000 13,500 (2,500) Food Subsidy 22,500 19,257 (3,243) 75% 64% b) 30,000 27,000 (3,000) OYA Basic & Diversion 249,338 138,137 (111,201) 75% 42% c) 332,450 340,076 7,626 Inmate/Prisoner Housing 45,000 87,257 42,257 75% 145% d) 60,000 120,000 60,000 Inmate Commissary Fees 600 230 (370) 75% 29% 800 400 (400) Contract Payments 156,106 54,988 (101,118) 75% 26% e) 208,141 82,500 (125,641) Miscellaneous 225 97 (128) 75% 32% 300 100 (200) MIP Diversion Fees 750 225 (525) 75% 23% 1,000 400 (600) Interest on Investments 9,750 12,821 3,071 75% 99% 13,000 16,000 3,000 Leases 1,836 1,800 (36) 75% 74% 2,448 2,400 (48) Grants - Private 795 795 75% n/a 795 795 Health & Human Svcs Chg 1,245 1,245 75% n/a 2,000 2,000 CCF Interfund Grant 51,000 31,148 (19,852) 75% 46% f) 68,000 54,495 (13,505) Crime Pry Svcs Interfnd Grnt 15,000 10,521 (4,479) 75% 53% f) 20,000 20,000 Total Revenues 632,936 457,581 (175,355) 75% 54% 843,914 788,156 (55,758) Transfers In -General Fund 4,157,390 4,157,389 (1) 75% 75% 5,543,186 5,543,186 TOTAL RESOURCES 5,875,326 5,815,011 (60,315) 75% 78% 7,472,100 7,531,383 59,283 REQUIREMENTS: Expenditures Community Justice -Juvenile Personal Services Exp. % 2,122,614 2,110,653 11,961 75% 75% 2,830,152 2,835,000 (4,848) Materials and Services 991,573 815,379 176,194 75% 62% g) 1,322,097 1,156,000 166,097 Capital Outlay 75 75 75% 0% 100 100 Juvenile Resource Center Personal Services 1,899,116 1,732,286 166,830 75% 68% 2,532,154 2,330,000 202,154 Materials and Services 138,677 135,256 3,421 75% 73% 184,903 182,000 2,903 Capital Outlay 75 75 75% 0% 100 100 Contingency 451,946 451,946 75% n/a 602,594 602,594 TOTAL REQUIREMENTS 5,604,076 4,793,574 810,502 75% 64% 7,472,100 6,503,100 969,000 NET (Resources - Requirements) 271,250 1,021,437 750,187 1,028,283 1,028,283 Beginning NWC per Requested Budget 987,000 a) Federal Grant projection increased for funds not spent in prior fiscal year. Reimbursements received quarterly. b) Food Subsidy receipts reflect payments for July -February. c) OYA Basic and Diversion second quarter payment received in February. Payments are based on reimbursement requests for actual expenditures in prior quarter. Department anticipates projected amount to be received in full by end of fiscal year. d) Utilization of housing for juveniles by Crook County projected to exceed original estimates. e) YTD BRS revenue for July -February. Projection reduced to reflect actual youth count at Tess than half of original estimate. f) Second quarter payments received in February. g) Positive variance a result of accruals during July of June expenses, BRS contract payments being lower than anticipated due to low youth count in the program and a decrease in Maplestar contract for youth services. RESOURCES: Beg. Net Working Capital $ Revenues SHERIFF - Fund 255 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % $ 183,677 $ 183,677 100% n/a $ - $ 183,677 $ 183,677 Law Enf Dist Countywide 15,182,202 12,293,742 (2,888,460) 75% 61% a) 20,242,936 17,259,242 ;2,983,694) Law Enf Dist Rural 9,537,992 8,187,683 (1,350,309) 75% 64% a) 12,717,322 11,123,867 ;1,593,455) Interest 19,946 19,946 75% n/a - 35,000 35,000 Total Revenues 24,720,194 20,501,372 (4,218,822) 75% 62% 32,960,258 28,418,109 4,542,149) TOTAL RESOURCES 24,720,194 20,685,048 (4,035,146) 75% 63% 32,960,258 28,601,786 14,358,472) REQUIREMENTS: EXPENDITURES & TRANSFERS Sheriffs Division 1,616,541 Civil 553,096 Automotive/Communications 1,048,413 Investigations/Evidence 1,261,745 Patrol/Civil/Comm Supp 5,599,475 Records 481,772 Adult Jail 6,866,183 Court Security 161,931 Emergency Services 141,428 Special Services Division 869,018 Regional Work Center 2,053,382 Training Division 300,040 Other Law Enforcement Svcs 395,777 Non -Departmental 347,283 Contingency 2,656,612 Exp. % 1,546,690 69,851 75% 72% 2,155,388 2,155,388 542,887 10,209 75% 74% 737,461 737,461 966,366 82,047 75% 69% 1,397,884 1,397,884 1,106,523 155,222 75% 66% b) 1,682,327 1,593,327 89,000 5,467,775 131,700 75% 73% c) 7,465,967 7,284,967 181,000 441,674 40,098 75% 69% 642,363 642,363 6,099,238 766,945 75% 67% c) 9,154,909 8,753,909 401,000 143,180 18,751 75% 66% 215,908 215,908 140,688 740 75% 75% 188,571 188,571 810,771 58,247 75% 70% 1,158,690 1,158,690 1,737,638 315,744 75% 63% c) 2,737,842 2,423,842 314,000 243,989 56,051 75% 61% 400,053 400,053 419,220 (23,443) 75% 79% 527,702 527,702 447,286 (100,003) 75% 97% 463,044 463,044 - 2,656,612 75% n/a 3,542,149 - 3,542,149 Transfers Out 367,500 367,500 75% 75% 490,000 490,000 TOTAL REQUIREMENTS 24,720,196 20,481,426 4,238,770 75% 62% 32,960,258 28,433,109 4,527,149 NET (Resources - Requirements) (2) 203,623 203,625 168,677 168,677 Beginning NWC per Requested Budget a) Revenue from LED's based on actual expenditure and adjusted quarterly. b) Delay of employee retirement expenses to next year. c) Personnel expenditures Tess than budgeted due to unfilled positions and less than planned Materials & Services. Year End Budget Projection Variance $ - $ 183,677 $ 183,677 Law Enf Dist Countywide 15,182,202 12,293,742 (2,888,460) 75% 61% a) 20,242,936 17,259,242 ;2,983,694) Law Enf Dist Rural 9,537,992 8,187,683 (1,350,309) 75% 64% a) 12,717,322 11,123,867 ;1,593,455) Interest 19,946 19,946 75% n/a - 35,000 35,000 Total Revenues 24,720,194 20,501,372 (4,218,822) 75% 62% 32,960,258 28,418,109 4,542,149) TOTAL RESOURCES 24,720,194 20,685,048 (4,035,146) 75% 63% 32,960,258 28,601,786 14,358,472) REQUIREMENTS: EXPENDITURES & TRANSFERS Sheriffs Division 1,616,541 Civil 553,096 Automotive/Communications 1,048,413 Investigations/Evidence 1,261,745 Patrol/Civil/Comm Supp 5,599,475 Records 481,772 Adult Jail 6,866,183 Court Security 161,931 Emergency Services 141,428 Special Services Division 869,018 Regional Work Center 2,053,382 Training Division 300,040 Other Law Enforcement Svcs 395,777 Non -Departmental 347,283 Contingency 2,656,612 Exp. % 1,546,690 69,851 75% 72% 2,155,388 2,155,388 542,887 10,209 75% 74% 737,461 737,461 966,366 82,047 75% 69% 1,397,884 1,397,884 1,106,523 155,222 75% 66% b) 1,682,327 1,593,327 89,000 5,467,775 131,700 75% 73% c) 7,465,967 7,284,967 181,000 441,674 40,098 75% 69% 642,363 642,363 6,099,238 766,945 75% 67% c) 9,154,909 8,753,909 401,000 143,180 18,751 75% 66% 215,908 215,908 140,688 740 75% 75% 188,571 188,571 810,771 58,247 75% 70% 1,158,690 1,158,690 1,737,638 315,744 75% 63% c) 2,737,842 2,423,842 314,000 243,989 56,051 75% 61% 400,053 400,053 419,220 (23,443) 75% 79% 527,702 527,702 447,286 (100,003) 75% 97% 463,044 463,044 - 2,656,612 75% n/a 3,542,149 - 3,542,149 Transfers Out 367,500 367,500 75% 75% 490,000 490,000 TOTAL REQUIREMENTS 24,720,196 20,481,426 4,238,770 75% 62% 32,960,258 28,433,109 4,527,149 NET (Resources - Requirements) (2) 203,623 203,625 168,677 168,677 Beginning NWC per Requested Budget a) Revenue from LED's based on actual expenditure and adjusted quarterly. b) Delay of employee retirement expenses to next year. c) Personnel expenditures Tess than budgeted due to unfilled positions and less than planned Materials & Services. RESOURCES: Beg. Net Working Capital Revenues 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 Other Claims Reimbursement 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 Total Revenues TOTAL RESOURCES SHERIFF 701 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % $ 2,470,519 $ 3,343,461 $ 872,942 75% 11,114,777 375,000 26,250 33,867 3,750 1,290,894 3,750 96,750 2,250 112,500 1,500 45,000 31,838 4,500 3,750 3,000 3,750 9,000 788 120,000 21,250 2,650 22,499 14,256,115 721,268 122,411 53,616 1,480,995 5,000 96,413 5,456 47,259 2,585 1,320 37,528 2,100 43,186 19,590 5,250 9,200 8,312 1,902 11,594 1,403 157,141 40,934 3,014 60,030 50 3,141,338 346,268 96,161 19,749 (3,750) 190,101 1,250 (337) 3,206 (65,241) 1,085 1,320 37,528 2,100 (1,814) (12,248) 750 5,450 5,312 (1,848) 2,594 615 37,141 19,684 364 37,531 50 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 13,329,313 17,193,672 3,864,359 75% n/a $ 2,470,519 $ 3,343,461 $ 872,942 96% a) 144% a) 350% b) 119% c) 0% 86% d) n/a 75% 182% n/a n/a n/a n/a n/a 72% 46% 88% 184% 208% n/a 97% 134% 98% 144% 85% 200% n/a 97% e) 14,819,703 500,000 35,000 45,156 5,000 1,721,192 5,000 129,000 3,000 150,000 2,000 60,000 42,450 6,000 5,000 4,000 5,000 12,000 1,050 160,000 28,333 3,533 f) 30,000 14,981,411 727,128 122,411 71,488 5,000 1,935,336 5,000 129,000 8,000 150,000 4,000 1,320 37,528 3,000 60,000 42,450 6,000 10,000 10,000 5,000 12,000 1,500 160,000 46,877 3,533 67,236 50 161,708 227,128 87,411 26,332 214,144 5,000 2,000 1,320 37,528 3,000 5,000 6,000 450 18,544 37,236 50 17,772,417 18,605,268 832,851 15,799,832 20,537,133 4,737,301 75% 101% 20,242,936 21,948,729 1,705,793 REQUIREMENTS: EXPENDITURES & TRANSFERS Materials and Services 15,182,203 Exp. % 12,293,742 2,888,461 75% 61% g) 20,242,936 17,259,242 2,983,694 TOTAL REQUIREMENTS 15,182,203 12,293,742 2,888,461 75% 61% 20,242,936 17,259,242 2,983,694 NET (Resources - Requirements) 617,629 8,243,391 7,625,762 Beginning NWC per Requested Budget - 4,689,486 4,689,486 a) Projection based on actual collections through November 30, 2009. b) Unplanned JAG Grant received. c) Timing of Emergency Planning grant reimbursements. d) Actual State reimbursement for 1145 inmate housing will exceed amount estimated for the budget. e) Insurance reimbursement damaged vehicle offset by replacement expense. f) FBI relocation from Sheriffs Office has been delayed resulting in 6 months of additional rental revenue. g) Payment to Sheriffs Office based on actual expenditure and adjusted quarterly. 4,722,862 Year End Budget Projection Variance n/a $ 2,470,519 $ 3,343,461 $ 872,942 96% a) 144% a) 350% b) 119% c) 0% 86% d) n/a 75% 182% n/a n/a n/a n/a n/a 72% 46% 88% 184% 208% n/a 97% 134% 98% 144% 85% 200% n/a 97% e) 14,819,703 500,000 35,000 45,156 5,000 1,721,192 5,000 129,000 3,000 150,000 2,000 60,000 42,450 6,000 5,000 4,000 5,000 12,000 1,050 160,000 28,333 3,533 f) 30,000 14,981,411 727,128 122,411 71,488 5,000 1,935,336 5,000 129,000 8,000 150,000 4,000 1,320 37,528 3,000 60,000 42,450 6,000 10,000 10,000 5,000 12,000 1,500 160,000 46,877 3,533 67,236 50 161,708 227,128 87,411 26,332 214,144 5,000 2,000 1,320 37,528 3,000 5,000 6,000 450 18,544 37,236 50 17,772,417 18,605,268 832,851 15,799,832 20,537,133 4,737,301 75% 101% 20,242,936 21,948,729 1,705,793 REQUIREMENTS: EXPENDITURES & TRANSFERS Materials and Services 15,182,203 Exp. % 12,293,742 2,888,461 75% 61% g) 20,242,936 17,259,242 2,983,694 TOTAL REQUIREMENTS 15,182,203 12,293,742 2,888,461 75% 61% 20,242,936 17,259,242 2,983,694 NET (Resources - Requirements) 617,629 8,243,391 7,625,762 Beginning NWC per Requested Budget - 4,689,486 4,689,486 a) Projection based on actual collections through November 30, 2009. b) Unplanned JAG Grant received. c) Timing of Emergency Planning grant reimbursements. d) Actual State reimbursement for 1145 inmate housing will exceed amount estimated for the budget. e) Insurance reimbursement damaged vehicle offset by replacement expense. f) FBI relocation from Sheriffs Office has been delayed resulting in 6 months of additional rental revenue. g) Payment to Sheriffs Office based on actual expenditure and adjusted quarterly. 4,722,862 RESOURCES: Beg. Net Working Capital $1,287,473 $ 1,433,708 $ 146,235 75% Revenues Tax Revenues - Current Tax Revenues - Prior Federal Grants US Forest Service State Grant SB #1065 Court Assessment Marine Board License Fee Grants Des Cty General Fund Grnt Des Cty Transient Room Tax City of Sisters Des Cty Tax/Fin Contract Des Cty CDD Contract Des Cty Solid Waste Contr Des Cty Clerk/Election School Districts Claims Reimbursement Security & Traffic Reimb Seat Belt Program Miscellaneous Sheriff Fees Court Fines & Fees Impound Fees Restitution - Street Crimes Seizure/Forfeiture Interest Interest on Unsegregated Sale of Reportable Assets Sale of Equip & Material Total Revenues SHERIFF 702 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % TOTAL RESOURCES n/a $ 1,287,473 $1,433,708 $ 146,235 5,429,776 6,984,298 1,554,522 75% 96% a) 7,239,702 7,339,633 99,931 179,250 368,104 188,854 75% 154% a) 239,000 370,961 131,961 1,500 64,258 62,758 75% 3213% b) 2,000 64,258 62,258 57,375 51,000 (6,375) 75% 67% 76,500 76,500 140,725 121,962 (18,763) 75% 65% 187,633 187,633 50,250 38,357 (11,893) 75% 57% 67,000 67,000 93,351 78,500 (14,851) 75°!° 63% 124,468 124,468 3,468 3,468 75% n/a 3,468 3,468 647,372 10,000 (637,372) 75% 1% 863,163 863,163 1,340,128 1,340,128 75% 75% 1,786,837 1,786,837 315,011 312,011 (3,000) 75% 74% c) 420,015 416,016 (3,999) 750 1,405 655 75% 141% 1,000 1,405 405 20,387 20,387 75% 75% 27,183 27,183 61,161 61,160 (1) 75% 75% 81,548 81,548 1,500 1,428 (72) 75% 71% 2,000 2,000 75,000 34,252 (40,748) 75% n/a d) 100,000 100,000 - 36,232 36,232 75% n/a e) 36,232 36,232 9,750 7,871 (1,879) 75% 61% 13,000 13,000 4,500 6,575 2,075 75% 110% 6,000 7,500 1,500 7,500 7,680 180 75% 77% 10,000 10,000 - 3,750 9,388 5,638 75% 188% 5,000 10,000 5,000 63,750 91,919 28,169 75% 108% 85,000 110,000 25,000 56,250 9,100 (47,150) 75% 12% f) 75,000 13,371 (61,629) 500 500 75% n/a 500 500 1,122 1,122 75% n/a 2,500 2,500 7,500 12,139 4,639 75% 121% 10,000 12,833 2,833 1,350 1,476 126 75% 82% 1,800 1,800 6,779 6,779 75% n/a 8,000 8,000 4,500 11,657 7,157 75% 194% 6,000 12,000 6,000 8,572,386 9,693,156 1,120,770 75% 85% 11,429,849 11,749,809 319,960 9,859,859 11,126,864 1,267,005 75% 87% 12,717,322 13,183,517 466,195 REQUIREMENTS: EXPENDITURES & TRANSFERS Materials and Services 9,537,992 Exp. % 8,187,683 1,350,309 75% 64% g) 12,717,322 11,123,867 ,593,455 TOTAL REQUIREMENTS 9,537,992 8,187,683 1,350,309 75% 64% 12,717, 322 11,123, 867 1,593,455 NET (Resources - Requirements) 321,867 2,939,180 2,617,313 - 2,059,650 2,059,650 Beginning NWC per Requested Budget 1,905,939 a) Projection based on actual collections through November 30, 2009. b) Unplanned JAG grant received and higher than planned HIDTA reimbursements. c) Actual escalation increase to Sisters law enforcement contract will be less than estimated for the budget. d) YTD variance due to timing of revenue and expenses. e) Insurance reimbursement damaged vehicle offset by replacement expense. f) Change in law resulting in less impound fee revenue. g) Payment to Sheriff's Office based on actual expenditure and adjusted quarterly. Year End Budget Projection Variance n/a $ 1,287,473 $1,433,708 $ 146,235 5,429,776 6,984,298 1,554,522 75% 96% a) 7,239,702 7,339,633 99,931 179,250 368,104 188,854 75% 154% a) 239,000 370,961 131,961 1,500 64,258 62,758 75% 3213% b) 2,000 64,258 62,258 57,375 51,000 (6,375) 75% 67% 76,500 76,500 140,725 121,962 (18,763) 75% 65% 187,633 187,633 50,250 38,357 (11,893) 75% 57% 67,000 67,000 93,351 78,500 (14,851) 75°!° 63% 124,468 124,468 3,468 3,468 75% n/a 3,468 3,468 647,372 10,000 (637,372) 75% 1% 863,163 863,163 1,340,128 1,340,128 75% 75% 1,786,837 1,786,837 315,011 312,011 (3,000) 75% 74% c) 420,015 416,016 (3,999) 750 1,405 655 75% 141% 1,000 1,405 405 20,387 20,387 75% 75% 27,183 27,183 61,161 61,160 (1) 75% 75% 81,548 81,548 1,500 1,428 (72) 75% 71% 2,000 2,000 75,000 34,252 (40,748) 75% n/a d) 100,000 100,000 - 36,232 36,232 75% n/a e) 36,232 36,232 9,750 7,871 (1,879) 75% 61% 13,000 13,000 4,500 6,575 2,075 75% 110% 6,000 7,500 1,500 7,500 7,680 180 75% 77% 10,000 10,000 - 3,750 9,388 5,638 75% 188% 5,000 10,000 5,000 63,750 91,919 28,169 75% 108% 85,000 110,000 25,000 56,250 9,100 (47,150) 75% 12% f) 75,000 13,371 (61,629) 500 500 75% n/a 500 500 1,122 1,122 75% n/a 2,500 2,500 7,500 12,139 4,639 75% 121% 10,000 12,833 2,833 1,350 1,476 126 75% 82% 1,800 1,800 6,779 6,779 75% n/a 8,000 8,000 4,500 11,657 7,157 75% 194% 6,000 12,000 6,000 8,572,386 9,693,156 1,120,770 75% 85% 11,429,849 11,749,809 319,960 9,859,859 11,126,864 1,267,005 75% 87% 12,717,322 13,183,517 466,195 REQUIREMENTS: EXPENDITURES & TRANSFERS Materials and Services 9,537,992 Exp. % 8,187,683 1,350,309 75% 64% g) 12,717,322 11,123,867 ,593,455 TOTAL REQUIREMENTS 9,537,992 8,187,683 1,350,309 75% 64% 12,717, 322 11,123, 867 1,593,455 NET (Resources - Requirements) 321,867 2,939,180 2,617,313 - 2,059,650 2,059,650 Beginning NWC per Requested Budget 1,905,939 a) Projection based on actual collections through November 30, 2009. b) Unplanned JAG grant received and higher than planned HIDTA reimbursements. c) Actual escalation increase to Sisters law enforcement contract will be less than estimated for the budget. d) YTD variance due to timing of revenue and expenses. e) Insurance reimbursement damaged vehicle offset by replacement expense. f) Change in law resulting in less impound fee revenue. g) Payment to Sheriff's Office based on actual expenditure and adjusted quarterly. PUBLIC HEALTH Statement of Financial Operating Data Nine Months Ended March 31, 2010 Revised Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 900,000 $ 1,120,355 $ 220,355 100% 124% $ 900,000 $ 1,120,355 $ 220,355 Revenues Medicare Reimbursement 3,000 50 (2,950) 75% 1% 4,000 4,000 State Grant 1,854,972 1,697,782 (157,190) 75% 69% a) 2,473,296 2,478,349 5,053 Child Dev & Rehab Center 26,053 15,379 (10,674) 75% 44% 34,737 30,759 (3,978) State Miscellaneous 159,930 149,057 (10,873) 75% 70% 213,240 227,646 14,406 OMAP 227,250 386,480 159,230 75% 128% 303,000 495,000 192,000 Family Planning Exp Proj 356,250 365,180 8,930 75% 77% 475,000 475,000 - Grants 45,520 45,520 75% n/a b) - 45,520 45,520 FY 2008-2009 4,568 4,568 75% n/a 4,568 4,568 Miscellaneous - 2,440 2,440 75% n/a 2,440 2,440 Patient Insurance Fees 100,350 124,418 24,068 75% 93% 133,800 156,119 22,319 Health Dept/Patient Fees 114,113 95,784 (18,329) 75% 63% 152,150 124,000 (28,150) Vital Records -Birth 27,000 22,565 (4,435) 75% 63% 36,000 30,000 (6,000) Vital Records -Death 73,500 71,005 (2,495) 75% 72% 98,000 95,150 (2,850) Interest on Investments 28,500 12,288 (16,212) 75% 32% 38,000 16,180 (21,820) Donations 6,600 41,809 35,209 75% 475% 8,800 42,000 33,200 Interfund Contract 98,831 42,075 (56,756) 75% 32% c) 131,774 75,887 (55,887) Administrative Fee 20,250 20,250 75% 75% 27,000 27,000 Drug Court Byrne - 11,733 11,733 75% n/a 30,061 30,061 Total Revenues 3,096,599 3,108,383 11,784 75% 75% 4,128,797 4,359,679 230,882 Transfers In -Reserve Fund Transfers In -General Fund TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 18,750 25,000 6,250 75% 100% 25,000 25,000 1,738,323 1,738,323 75% 75% 2,317,765 2,317,765 5,753,672 5,992,061 232,139 75% 81% 7,371,562 7,822,799 451,237 Exp. % 3,379,322 3,150,026 229,296 75% 70% a) 4,505,762 4,300,000 205,762 1,326,634 1,097,750 228,884 75% 62% a) 1,768,845 1,842,151 (73,306) 27,677 27,677 75% 0% 36,902 36,902 112,500 112,500 75% 75% 150,000 150,000 682,540 682,540 75% n/a 910,053 910,053 5,528,673 4,360,276 1,168,397 75% 59% 7,371,562 6,329,053 1,042,509 224,999 1,631,785 1,400,536 1,493,746 1,493,746 Beginning NWC per Requested Budget 1,100,000 a) State Grant projection adjusted to actual FY 2010 contract, includes Rev. 1 - 6. Grant appropriation for revisions in process. b) Grants for HIV and Chronic Care were not included in FY 2010 budget. c) Public Health Nurse II for Juvenile, reduced to .60 FTE from .75 FTE. Contract is for actual expenditure. Year to Date Budget Actual Variance FY % Coll. Revised Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 900,000 $ 1,120,355 $ 220,355 100% 124% $ 900,000 $ 1,120,355 $ 220,355 Revenues Medicare Reimbursement 3,000 50 (2,950) 75% 1% 4,000 4,000 State Grant 1,854,972 1,697,782 (157,190) 75% 69% a) 2,473,296 2,478,349 5,053 Child Dev & Rehab Center 26,053 15,379 (10,674) 75% 44% 34,737 30,759 (3,978) State Miscellaneous 159,930 149,057 (10,873) 75% 70% 213,240 227,646 14,406 OMAP 227,250 386,480 159,230 75% 128% 303,000 495,000 192,000 Family Planning Exp Proj 356,250 365,180 8,930 75% 77% 475,000 475,000 - Grants 45,520 45,520 75% n/a b) - 45,520 45,520 FY 2008-2009 4,568 4,568 75% n/a 4,568 4,568 Miscellaneous - 2,440 2,440 75% n/a 2,440 2,440 Patient Insurance Fees 100,350 124,418 24,068 75% 93% 133,800 156,119 22,319 Health Dept/Patient Fees 114,113 95,784 (18,329) 75% 63% 152,150 124,000 (28,150) Vital Records -Birth 27,000 22,565 (4,435) 75% 63% 36,000 30,000 (6,000) Vital Records -Death 73,500 71,005 (2,495) 75% 72% 98,000 95,150 (2,850) Interest on Investments 28,500 12,288 (16,212) 75% 32% 38,000 16,180 (21,820) Donations 6,600 41,809 35,209 75% 475% 8,800 42,000 33,200 Interfund Contract 98,831 42,075 (56,756) 75% 32% c) 131,774 75,887 (55,887) Administrative Fee 20,250 20,250 75% 75% 27,000 27,000 Drug Court Byrne - 11,733 11,733 75% n/a 30,061 30,061 Total Revenues 3,096,599 3,108,383 11,784 75% 75% 4,128,797 4,359,679 230,882 Transfers In -Reserve Fund Transfers In -General Fund TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 18,750 25,000 6,250 75% 100% 25,000 25,000 1,738,323 1,738,323 75% 75% 2,317,765 2,317,765 5,753,672 5,992,061 232,139 75% 81% 7,371,562 7,822,799 451,237 Exp. % 3,379,322 3,150,026 229,296 75% 70% a) 4,505,762 4,300,000 205,762 1,326,634 1,097,750 228,884 75% 62% a) 1,768,845 1,842,151 (73,306) 27,677 27,677 75% 0% 36,902 36,902 112,500 112,500 75% 75% 150,000 150,000 682,540 682,540 75% n/a 910,053 910,053 5,528,673 4,360,276 1,168,397 75% 59% 7,371,562 6,329,053 1,042,509 224,999 1,631,785 1,400,536 1,493,746 1,493,746 Beginning NWC per Requested Budget 1,100,000 a) State Grant projection adjusted to actual FY 2010 contract, includes Rev. 1 - 6. Grant appropriation for revisions in process. b) Grants for HIV and Chronic Care were not included in FY 2010 budget. c) Public Health Nurse II for Juvenile, reduced to .60 FTE from .75 FTE. Contract is for actual expenditure. RESOURCES: Beg. Net Working Capital Revenues Marriage Licenses BEHAVIORAL HEALTH Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % $ 2,725,000 4,125 Divorce Filing Fees 93,750 Domestic Partnership Fee 1,500 Federal Grants 74,864 State Grants 3,957,815 State Miscellaneous 138,537 Title 19 225,529 Liquor Revenue 79,500 School Districts 52,500 Miscellaneous 30,600 Patient Insurance Fees 185,625 Patient Fees 8,625 Seizure/Forfeiture Interest on Investments 24,000 Rentals 12,375 Donations 2,250 Interfund Contract 2,340 Administrative Fee 2,276,216 Comm. on Children & Fam 16,500 Crime Prevention Services 95,250 Revised Year End Budget Projection Variance $ 2,589,996 $ (135,004) 100% 95% $ 2,725,000 $ 2,589,996 $ (135,004) 3,675 93,976 90 75,168 4,162,558 105,276 77,680 77,560 56,967 47,706 89,772 2,323 13,129 30,945 10,625 7,000 2,250,051 72,364 (450) 226 (1,410) 304 204,743 (33,261) (147,849) (1,940) 4,467 17,106 (95,853) (6,302) 13,129 6,945 (1,750) 4,750 (2,340) (26,165) (16,500) (22,886) Total Revenues 7,281,901 Transfers In -General Fund 987,119 Transfers In -Other 191,727 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 75% 67% 75% 5% 75% 79% 57% 26% 73% 81% 117% 36% 20% n/a 97% 64% 233% 0% 74% 0% 57% 7,176,865 (105,036) 75% 74% 975,458 (11,661) 75% 74% 284,011 92,284 75% 111% TOTAL RESOURCES 11,185,747 REQUIREMENTS: Expenditures Personal Services 5,980,484 Materials and Services 3,040,136 Capital Outlay 60,000 Transfers Out 112,500 Contingency 1,311,376 5,500 125,000 2,000 a) 99,819 b) 5,277,086 184,716 c) 300,705 106,000 70,000 40,800 247,500 11,500 32,000 16,500 3,000 3,120 3,034,954 3,031,954 22,000 a) 127,000 127,000 5,500 125,000 200 (1,800) 99,819 5,351,224 74,138 184,716 200,000 (100,705) 130,000 24,000 78,900 8,900 50,000 9,200 150,000 (97,500) 5,000 (6,500) 13,129 13,129 45,000 13,000 16,500 7,000 4,000 (3,120) (3,000) (22,000) 9,709,200 9,620,942 (88,258) 107,493 1,316,158 255,636 1,316,158 363,129 11,026,330 (159,417) 75% 79% 14,005,994 13,890,225 (115,769) 5,488,424 2,560,616 112,500 492,060 479,520 60,000 1,311,376 TOTAL REQUIREMENTS 10,504,496 Exp. % 75% 69% d) 7,973,979 75% 63% 4,053,514 75% 0% 80,000 75% 75% 150,000 75% n/a 1,748,501 7,470,661 3,653,514 150,000 503,318 400,000 80,000 1,748,501 8,161,540 2,342,956 75% 58% 14,005,994 11,274,175 2,731,819 NET (Resources - Requirements) 681,251 2,864,790 2,183,539 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 2010. c) Delay in payment due to problems with the State MMIS software system. d) 10% reduction in hours through 12/31/09. - 2,616,050 2,616,050 2,616,050 COMMUNITY DEVELOPMENT Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Revised Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 413,471 629,659 $ 216,188 100% 152% $ 413,471 $ 629,659 216,188 Revenues Admin -Operations 2,738 13,143 10,405 75% 360% a) 3,650 17,500 13,850 Admin -GIS 1,556 22,585 21,029 75% 1088% b) 2,075 38,150 36,075 Admin -Code Enforcement 142,088 124,204 (17,884) 75% 66% c) 189,450 168,250 (21,200) Building Safety 731,081 675,789 (55,292) 75% 69% c) 974,775 926,400 (48,375) Electrical 210,375 192,448 (17,927) 75% 69% c) 280,500 255,950 (24,550) Contract Services 191,625 98,161 (93,464) 75% 38% d) 255,500 163,700 (91,800) Env Health -On Site Prog 219,638 167,931 (51,708) 75% 57% c) 292,850 222,400 (70,450) Env Health-Lic Facilities 517,856 652,753 134,897 75%95% e) 690,475 698,300 7,825 Env Health - Drinking H2O 71,483 73,508 2,025 75% 77% f) 95,311 95,300 (11) Planning -Current 738,113 477,096 (261,017) 75% 48% c) 984,150 654,300 (329,850) Planning -Long Range 321,675 247,757 (73,918) 75% 58% c) 428,900 340,650 (88,250) Total Revenues 3,148,228 2,745,375 (402,853) 75% Trans In -GF 912,470 1,027,205 114,735 0% Trans In -GF for Lng Rng Ping 225,000 225,000 - 0% Trans In -Other 86,849 (86,849) 0% TOTAL RESOURCES 4,786,018 4,627,238 (158,780) 75% REQUIREMENTS: EXPENDITURES & TRANSFERS Admin -Operations 1,281,084 Admin -GIS 161,705 65% 4,197,636 3,580,900 (616,736) (1,065) nia 1,216,627 1,216,627 nia 300,000 300,000 0% 115,799 114,734 74% 6,243,533 5,841,920 (401,613) Exp. % 1,232,611 48,473 75% 72% g) 1,708,112 1,640,551 67,561 152,531 9,174 75% 71% 215,606 210,420 5,186 Admin -Code Enforcement 135,727 127,083 8,644 75% 70% g) 180,969 156,688 24,281 Building Safety 543,859 507,270 36,589 75% 70% g) 725,145 613,244 111,901 Electrical 155,039 144,835 10,204 75% 70% g) 206,719 187,846 18,873 Contract Services 198,586 190,575 8,011 75% 72% g) 264,781 245,643 19,138 Env Health -On Site Pgm 180,515 173,054 7,461 75% 72% 240,687 233,730 6,957 Env Health Lic Facilities 371,960 378,080 (6,120) 75% 76% h) 495,946 496,146 (200) Env Health - Drinking H2O 60,449 61,757 (1,308) 75% 77% h) 80,598 82,069 (1,471) Planning -Current 607,337 580,957 26,380 75% 72% g) 809,783 793,139 16,644 Planning -Long Range 413,871 325,941 87,930 75% 59% 551,828 457,503 94,325 Transfers Out (D/S Fund) 133,245 162,418 (29,173) 0% 91% 177,660 177,660 Contingency 439,274 439,274 75% nia 585,699 585,699 TOTAL REQUIREMENTS 4,682,651 4,037,111 645,540 75% 65% 6,243,533 5,294,639 948,894 NET (Resources - Requirements) 103,367 590,127 486,760 547,281 547,281 Beginning NWC per Requested Budget 474,246 Revenues Expenditures Net from Operations 2,745,375 4,037,111 3,580,900 5,294,639 (1,291,737) (1,713,739) a) Revenues are higher than budgeted due to interest earnings on positive fund balance. b) Custom GIS work revenue sporadic. Includes $37,175 reimbursement from IT -Web Programmer. c) Projections are below budget due to recent volume downturns in the fall and winter. d) Significant drop-off in City of Redmond work. e) Revenue is received primarily in December through February following mailing of license renewal statements. f) Payments from State DHS are received irregularly. g) Projection reflects layoffs/hour reductions effective in February and the Building Official retirement in November. h) Due to classification changes and salary adjustments, it is expected that total budget will be slightly exceeded. ROAD Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % RESOURCES: Beg. Net Working Capital $4,871,665 $ 4,891,649 $ 19,984 100% 100% $ 4,871,665 $ 4,891,649 $ 19,984 Revenues Federal Reimbursements 367,500 - (367,500) 75% 0% 490,000 12,154 (477,846) System Development Chrg 462 462 75% n/a - 462 462 Mineral Lease Royalties 7,500 31,462 23,962 75% 315% 10,000 31,462 21,462 Forest Receipts 1,861,500 2,482,350 620,850 75% 100% a) 2,482,000 2,482,350 350 State Grant 311,608 - (311,608) 75% 0% 415,477 (415,477) State Miscellaneous 54,322 54,322 75% n/a - 54,322 34,322 Motor Vehicle Revenue 6,000,000 5,644,200 (355,800) 75% 71% 8,000,000 8,000,000 - City ofBend 168,750 279,019 110,269 75% 124% b) 225,000 281,000 56,000 City of Redmond 187,500 316,603 129,103 75% 127% b) 250,000 316,603 136,603 City of Sisters 7,500 (7,500) 75% 0% b) 10,000 10,000 - City of La Pine 7,500 - (7,500) 75% n/a b) 10,000 10,000 - Admin Recovery (SDC) 375 1,121 746 75% n/a 500 1,200 700 Miscellaneous 97,500 20,957 (76,543) 75% 16% 130,000 156,075 26,075 Road Vacations 750 500 (250) 75% 50% 1,000 1,000 - Interest on Investments 37,500 36,475 (1,025) 75% 73% 50,000 40,000 ('0,000) Other Bank/LGIP Interest 1,555 1,555 75% n/a 1,600 1,600 Parking Fees - 225 225 75% n/a - 375 375 Interfund Contract 525,000 - (525,000) 75% 0% c) 700,000 730,000 30,000 Equipment Repairs 206,250 177,623 (28,627) 75% 65% 275,000 245,000 (30,000) Vehicle Repairs 67,500 (67,500) 75% 0% c) 90,000 90,000 - Vegetation Management 26,250 - (26,250) 75% 0% c) 35,000 20,000 ('. 5,000) Inter -fund: Forester 16,500 - (16,500) 75% 0% c) 22,000 22,000 - Car Washes 1,875 2,000 125 75% 80% 2,500 3,300 800 Car Rental 406 406 75% n/a 500 500 Sale of Eqp & Material 600,000 491,830 (108,170) 75% 61% 800,000 568,175 (2::1,825) Total Revenues 10,498,858 9,541,110 (957,748) 75% 68% 13,998,477 13,077,578 (920,899) Trans In - CDD Trans In - Solid Waste Trans In - Transp SDC Trans In -Road Imp Res 13,643 (13,643) 75% 0% 18,190 18,190 531,426 531,426 - 75% 75% d) 708,567 708,567 56,250 56,250 75% 75% d) 75,000 75,000 7,500 (7,500) 75% 0% c) 10,000 10,000 TOTAL RESOURCES 15,923,092 15,020,435 (958,907) 75% 81% 19,681,899 18,780,984 (900,915) REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency Exp. % 4,249,030 3,936,156 312,874 75% 69% 5,665,373 5,311,065 354,308 6,849,908 5,339,681 1,510,227 75% 58% e) 9,133,210 8,354,124 779,086 2,025,000 1,270,703 754,297 75% 47% 2,700,000 1,283,914 1,416,086 300,000 300,000 75% 0% 400,000 400,000 1,337,487 1,337,487 75% n/a 1,783,316 - 1,783,316 TOTAL REQUIREMENTS 14,761,425 10,546,540 4,214,885 75% 54% 19,681,899 15,349,103 4,332,796 NET (Resources - Requirements) 1,161,667 4,473,895 3,255,978 3,431,881 3,431,881 Beginning NWC per Requested Budget 3,430,429 a) Annual payment, $2,482,350, received January 15, 2010. b) Billed upon completion of work. c) Payment to be received in June 2010 from Funds 326, 328, 329, 340, and 430. d) Transfer made quarterly. e) Seasonal expenditures, Aggregate/Asphalt & Preservation/Overlays Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $4,871,665 $ 4,891,649 $ 19,984 100% 100% $ 4,871,665 $ 4,891,649 $ 19,984 Revenues Federal Reimbursements 367,500 - (367,500) 75% 0% 490,000 12,154 (477,846) System Development Chrg 462 462 75% n/a - 462 462 Mineral Lease Royalties 7,500 31,462 23,962 75% 315% 10,000 31,462 21,462 Forest Receipts 1,861,500 2,482,350 620,850 75% 100% a) 2,482,000 2,482,350 350 State Grant 311,608 - (311,608) 75% 0% 415,477 (415,477) State Miscellaneous 54,322 54,322 75% n/a - 54,322 34,322 Motor Vehicle Revenue 6,000,000 5,644,200 (355,800) 75% 71% 8,000,000 8,000,000 - City ofBend 168,750 279,019 110,269 75% 124% b) 225,000 281,000 56,000 City of Redmond 187,500 316,603 129,103 75% 127% b) 250,000 316,603 136,603 City of Sisters 7,500 (7,500) 75% 0% b) 10,000 10,000 - City of La Pine 7,500 - (7,500) 75% n/a b) 10,000 10,000 - Admin Recovery (SDC) 375 1,121 746 75% n/a 500 1,200 700 Miscellaneous 97,500 20,957 (76,543) 75% 16% 130,000 156,075 26,075 Road Vacations 750 500 (250) 75% 50% 1,000 1,000 - Interest on Investments 37,500 36,475 (1,025) 75% 73% 50,000 40,000 ('0,000) Other Bank/LGIP Interest 1,555 1,555 75% n/a 1,600 1,600 Parking Fees - 225 225 75% n/a - 375 375 Interfund Contract 525,000 - (525,000) 75% 0% c) 700,000 730,000 30,000 Equipment Repairs 206,250 177,623 (28,627) 75% 65% 275,000 245,000 (30,000) Vehicle Repairs 67,500 (67,500) 75% 0% c) 90,000 90,000 - Vegetation Management 26,250 - (26,250) 75% 0% c) 35,000 20,000 ('. 5,000) Inter -fund: Forester 16,500 - (16,500) 75% 0% c) 22,000 22,000 - Car Washes 1,875 2,000 125 75% 80% 2,500 3,300 800 Car Rental 406 406 75% n/a 500 500 Sale of Eqp & Material 600,000 491,830 (108,170) 75% 61% 800,000 568,175 (2::1,825) Total Revenues 10,498,858 9,541,110 (957,748) 75% 68% 13,998,477 13,077,578 (920,899) Trans In - CDD Trans In - Solid Waste Trans In - Transp SDC Trans In -Road Imp Res 13,643 (13,643) 75% 0% 18,190 18,190 531,426 531,426 - 75% 75% d) 708,567 708,567 56,250 56,250 75% 75% d) 75,000 75,000 7,500 (7,500) 75% 0% c) 10,000 10,000 TOTAL RESOURCES 15,923,092 15,020,435 (958,907) 75% 81% 19,681,899 18,780,984 (900,915) REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency Exp. % 4,249,030 3,936,156 312,874 75% 69% 5,665,373 5,311,065 354,308 6,849,908 5,339,681 1,510,227 75% 58% e) 9,133,210 8,354,124 779,086 2,025,000 1,270,703 754,297 75% 47% 2,700,000 1,283,914 1,416,086 300,000 300,000 75% 0% 400,000 400,000 1,337,487 1,337,487 75% n/a 1,783,316 - 1,783,316 TOTAL REQUIREMENTS 14,761,425 10,546,540 4,214,885 75% 54% 19,681,899 15,349,103 4,332,796 NET (Resources - Requirements) 1,161,667 4,473,895 3,255,978 3,431,881 3,431,881 Beginning NWC per Requested Budget 3,430,429 a) Annual payment, $2,482,350, received January 15, 2010. b) Billed upon completion of work. c) Payment to be received in June 2010 from Funds 326, 328, 329, 340, and 430. d) Transfer made quarterly. e) Seasonal expenditures, Aggregate/Asphalt & Preservation/Overlays ADULT PAROLE & PROBATION Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Revised Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 467,892 $ 487,674 $ 19,782 100% 104% $ 467,892 $ 487,674 $ 19,782 Revenues DOC Measure 57 162,979 217,350 54,371 75% 100% a) 217,305 217,350 45 State Miscellaneous 6,000 4,301 (1,699) 75% 54% b) 8,000 4,301 (3,699) Alternate Incarceration 30,918 30,918 75% n/a c) 30,918 30,918 State Subsidy 22,125 9,980 (12,145) 75% 34% c) 29,500 13,306 (16,194) SB 1145 2,129,944 2,221,492 91,548 75% 78% d) 2,839,925 2,961,990 122,065 Probation Work Crew Fees 30,000 26,300 (3,700) 75% 66% 40,000 35,000 (5,000) Miscellaneous 2,250 4,620 2,370 75% 154% 3,000 5,000 2,000 Electronic Monitoring Fee 120,000 143,939 23,939 75% 90% e) 160,000 175,000 15,000 Probation Superv. Fees 165,000 177,680 12,680 75% 81% 220,000 220,000 Interest on Investments 6,750 9,423 2,673 75% 105% 9,000 12,564 3,564 Interfund - Sheriff 37,500 37,500 75% 75% 50,000 50,000 Crime Prevention Services 37,500 25,000 (12,500) 75% 50% f) 50,000 50,000 Total Revenues 2,720,048 2,908,503 188,455 75% 80% 3,626,730 3,775,429 148,699 Transfers In -General Fund TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 86,273 86,273 - 75% 75% 115,029 115,029 3,274,213 3,482,450 208,237 75% 83% 4,209,651 4,378,132 168,481 Exp. % 2,241,059 2,106,135 134,924 75% 70% 2,988,079 2,925,079 63,000 594,055 534,548 59,507 75% 67% 792,073 792,073 30,075 30,075 75% 0% 40,100 40,000 100 292,049 292,049 75% n/a 389,399 389,399 TOTAL REQUIREMENTS 3,157,238 2,640,683 516,555 75% 63% 4,209,651 3,757,152 452,499 NET (Resources - Requirements) 116,975 841,767 724,792 620,980 620,980 Beginning NWC per Requested Budget 616,371 a) New grant, appropriated for drug addicted offenders, received January 2010. b) Error in budget. $8,000 is the estimated amount to be received for the biennium ended June 30, 2011. c) AIP Fund and Subsidy Fund were split in the budget year. d) Offender population was larger than anticipated, greater portion of the state fund. e) Electronic monitoring usage is higher from the courts. f) Receipt of payment at the end of each quarter. COMM ON CHILDREN & FAMILIES Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % RESOURCES: Beg. Net Working Capital $ 624,543 Revenues Federal Grants 275,850 Title IV - Family Sup/Pres 28,239 HealthyStart Medicaid 71,250 Child Care Block Grant 60,956 Level 7 Services 131,395 HealthyStart /R -S -G 230,683 OCCF Grant 460,539 Local Government Grants Charges for Svcs-Misc 6,000 Court Fines & Fees 56,250 Interest on Investments 22,500 Grants -Private 1,500 Video Lottery Interfund Grants 140,625 Crime Prevention Services 55,763 $ 668,626 $ 44,083 100% 107% $ 624,543 $ 668,626 $ 44,083 Total Revenues 1,541,550 162,341 (113,509) 75% 12,545 (15,694) 75% 25,585 (45,665) 75% (60,956) 75% 167,078 35,683 75% 231,693 1,010 379,433 (81,106) 75% 7,849 7,849 75% 3,431 (2,569) 75% 56,386 136 75% 6,867 (15,633) 75% 23% (1,500) 75% 0% 2,000 2,000 75% n/a g) 103,750 (36,875) 75% 55% 30,041 (25,722) 75% 40% 1,188,999 (352,551) 75% 58% 75% 44% d) 33% a) 27% 0% a) 95% a) 75% a) 62% a) n/a e) 43% 75% c) f) 367,800 37,652 95,000 81,275 175,193 307,577 614,052 8,000 75,000 30,000 2,000 187,500 74,350 367,800 14,907 (22,745) 95,000 257,982 308,924 507,183 7,849 8,000 70,000 12,000 2,000 187,500 74,350 (81,275) 82,789 1,347 (106,869) 7,849 (5,000) (18,000) (2,000) 2,000 2,055,399 1,913,495 (141,904) Trans from General Fund 213,250 213,250 - 75% 75% 284,333 284,333 Total Transfers In 213,250 213,250 - 75% 75% 284,333 284,333 TOTAL RESOURCES 2,379,343 2,070,875 (308,468) 75% 70% 2,964,275 2,866,454 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 404,984 1,438,382 75 379,766 396,610 887,816 8,374 550,566 75 379,766 75% 75% 75% 75% Exp. % 73% b) 46% a,d,e) n/a TOTAL REQUIREMENTS 2,223,207 1,284,426 938,781 75% 43% NET (Resources- Requirements) 156,136 786,449 630,313 Beginning NWC per Requested Budget 539,978 1,917,843 100 506,354 526,639 1,781,413 (97,821) 13,339 136,430 100 506,354 2,964,275 2,308,052 656,223 558,402 558,402 a) Revenue projections based on final legislative allocations. Casey mini -grant of $8,800 added. b) Personnel projection reduced due to two positions open in 1st quarter. c) Court fees reduced for FY 2010. d) New federal grant for the Family Access Network awarded. Some project expenses deferred to 10/11. e) Regional project contributions from Crook & Jefferson counties. f) Interest income lower than projected. g) BOCC video lottery grants received instead of private grants. 562,762 Year End Budget Projection Variance $ 668,626 $ 44,083 100% 107% $ 624,543 $ 668,626 $ 44,083 Total Revenues 1,541,550 162,341 (113,509) 75% 12,545 (15,694) 75% 25,585 (45,665) 75% (60,956) 75% 167,078 35,683 75% 231,693 1,010 379,433 (81,106) 75% 7,849 7,849 75% 3,431 (2,569) 75% 56,386 136 75% 6,867 (15,633) 75% 23% (1,500) 75% 0% 2,000 2,000 75% n/a g) 103,750 (36,875) 75% 55% 30,041 (25,722) 75% 40% 1,188,999 (352,551) 75% 58% 75% 44% d) 33% a) 27% 0% a) 95% a) 75% a) 62% a) n/a e) 43% 75% c) f) 367,800 37,652 95,000 81,275 175,193 307,577 614,052 8,000 75,000 30,000 2,000 187,500 74,350 367,800 14,907 (22,745) 95,000 257,982 308,924 507,183 7,849 8,000 70,000 12,000 2,000 187,500 74,350 (81,275) 82,789 1,347 (106,869) 7,849 (5,000) (18,000) (2,000) 2,000 2,055,399 1,913,495 (141,904) Trans from General Fund 213,250 213,250 - 75% 75% 284,333 284,333 Total Transfers In 213,250 213,250 - 75% 75% 284,333 284,333 TOTAL RESOURCES 2,379,343 2,070,875 (308,468) 75% 70% 2,964,275 2,866,454 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 404,984 1,438,382 75 379,766 396,610 887,816 8,374 550,566 75 379,766 75% 75% 75% 75% Exp. % 73% b) 46% a,d,e) n/a TOTAL REQUIREMENTS 2,223,207 1,284,426 938,781 75% 43% NET (Resources- Requirements) 156,136 786,449 630,313 Beginning NWC per Requested Budget 539,978 1,917,843 100 506,354 526,639 1,781,413 (97,821) 13,339 136,430 100 506,354 2,964,275 2,308,052 656,223 558,402 558,402 a) Revenue projections based on final legislative allocations. Casey mini -grant of $8,800 added. b) Personnel projection reduced due to two positions open in 1st quarter. c) Court fees reduced for FY 2010. d) New federal grant for the Family Access Network awarded. Some project expenses deferred to 10/11. e) Regional project contributions from Crook & Jefferson counties. f) Interest income lower than projected. g) BOCC video lottery grants received instead of private grants. 562,762 SOLID WASTE Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY Coll. % RESOURCES: Beg. Net Working Capital $ 338,611 $ 466,325 $ 127,714 100% 138% $ 338,611 $ 466,325 $ 127,714 Revenues State Grant 37,850 37,850 75% n/a a) 37,850 37,850 Miscellaneous 22,500 19,251 (3,249) 75% 64% 30,000 26,210 (3,790) Franchise 3% Fees 150,000 87,800 (62,200) 75% 44% b) 200,000 200,000 Commercial Disp. Fees 1,047,300 634,895 (412,405) 75% 45% c) 1,396,400 892,739 (503,661) Private Disposal Fees 1,155,975 1,013,441 (142,534) 75% 66% 1,541,300 1,385,323 (155,977) Franchise Disposal Fees 3,557,625 2,895,391 (662,234) 75% 61% d) 4,743,500 3,856,124 (887,376) Yard Debris 56,250 49,954 (6,296) 75% 67% 75,000 71,642 (3,358) Special Waste 22,500 34,130 11,630 75% 114% e) 30,000 37,000 7,000 Interest 10,500 10,048 (452) 75% 72% 14,000 12,500 (1,500) Leases 241 241 75% n/a 241 241 Sale of Carbon Credits - 75% n/a 100,000 100,000 Sale of Equip & Material 26,250 21,428 (4,822) 75% 61% 35,000 23,480 (11,520) Total Revenues 6,048,900 4,804,429 (1,244,471) 75% 60% 8,065,200 6,643,109 (1,422,091) TOTAL RESOURCES 6,387,511 5,270,754 (1,116,757) 75% 63% 8,403,811 7,109,434 (1,294,377) REQUIREMENTS Expenditures Personal Services Materials and Services Debt Service Capital Outlay Transfers Out Contingency Exp. % 1,322,684 1,268,169 54,515 75% 72% 1,763,578 1,706,334 57,244 2,811,191 2,226,685 584,506 75% 59% f) 3,748,254 3,266,991 481,263 726,574 405,019 321,555 75% 42% 968,765 968,765 111,750 38,051 73,699 75% 26% g) 149,000 53,460 95,540 1,079,825 531,426 548,399 75% 37% 1,439,767 708,567 731,200 250,835 250,835 75% n/a 334,447 334,447 TOTAL REQUIREMENTS 6,302,859 4,469,350 1,833,509 75% 53% 8,403,811 6,704,117 1,699,694 NET (Resources - Requirements) 84,652 801,404 716,752 405,317 405,317 Beginning NWC per Requested Budget 392,509 a) Was due last fiscal year but received in FY 2010. b) Due April 15, 2010. c) This is largely construction waste and has not picked back up as yet. d) Rate increase went into effect January 1, 2010. e) Unexpected revenue from a City of Bend clean-up. f) Some larger ticketed items are budgeted in M&S but not scheduled for purchase until later in the fiscal year. g) Capital item purchases are spread out throughout the fiscal year. Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 338,611 $ 466,325 $ 127,714 100% 138% $ 338,611 $ 466,325 $ 127,714 Revenues State Grant 37,850 37,850 75% n/a a) 37,850 37,850 Miscellaneous 22,500 19,251 (3,249) 75% 64% 30,000 26,210 (3,790) Franchise 3% Fees 150,000 87,800 (62,200) 75% 44% b) 200,000 200,000 Commercial Disp. Fees 1,047,300 634,895 (412,405) 75% 45% c) 1,396,400 892,739 (503,661) Private Disposal Fees 1,155,975 1,013,441 (142,534) 75% 66% 1,541,300 1,385,323 (155,977) Franchise Disposal Fees 3,557,625 2,895,391 (662,234) 75% 61% d) 4,743,500 3,856,124 (887,376) Yard Debris 56,250 49,954 (6,296) 75% 67% 75,000 71,642 (3,358) Special Waste 22,500 34,130 11,630 75% 114% e) 30,000 37,000 7,000 Interest 10,500 10,048 (452) 75% 72% 14,000 12,500 (1,500) Leases 241 241 75% n/a 241 241 Sale of Carbon Credits - 75% n/a 100,000 100,000 Sale of Equip & Material 26,250 21,428 (4,822) 75% 61% 35,000 23,480 (11,520) Total Revenues 6,048,900 4,804,429 (1,244,471) 75% 60% 8,065,200 6,643,109 (1,422,091) TOTAL RESOURCES 6,387,511 5,270,754 (1,116,757) 75% 63% 8,403,811 7,109,434 (1,294,377) REQUIREMENTS Expenditures Personal Services Materials and Services Debt Service Capital Outlay Transfers Out Contingency Exp. % 1,322,684 1,268,169 54,515 75% 72% 1,763,578 1,706,334 57,244 2,811,191 2,226,685 584,506 75% 59% f) 3,748,254 3,266,991 481,263 726,574 405,019 321,555 75% 42% 968,765 968,765 111,750 38,051 73,699 75% 26% g) 149,000 53,460 95,540 1,079,825 531,426 548,399 75% 37% 1,439,767 708,567 731,200 250,835 250,835 75% n/a 334,447 334,447 TOTAL REQUIREMENTS 6,302,859 4,469,350 1,833,509 75% 53% 8,403,811 6,704,117 1,699,694 NET (Resources - Requirements) 84,652 801,404 716,752 405,317 405,317 Beginning NWC per Requested Budget 392,509 a) Was due last fiscal year but received in FY 2010. b) Due April 15, 2010. c) This is largely construction waste and has not picked back up as yet. d) Rate increase went into effect January 1, 2010. e) Unexpected revenue from a City of Bend clean-up. f) Some larger ticketed items are budgeted in M&S but not scheduled for purchase until later in the fiscal year. g) Capital item purchases are spread out throughout the fiscal year. RESOURCES: Beginning Net Working Capital Revenues Inter -fund Charges: RISK MANAGEMENT Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance % of FY % Coll. $2,491,977 $2,669,291 $177,314 100% 107% $2,491,977 $2,669,291 $177,314 General Liability 342,723 342,707 (16) 75% 75% 456,964 456,964 Property Damage 214,721 214,578 (143) 75% 75% 286,294 286,294 Vehicle 138,146 138,146 (0) 75% 75% 184,195 184,195 Workers' Compensation 641,891 641,880 (11) 75% 75% 855,854 855,854 Unemployment 120,143 120,152 9 75% 75% 160,191 160,191 Claims Reimb-Workers' Compensation 18,750 (18,750) 75% 0% 25,000 25,000 - Claims Reimb-Gen Liab/Property 7,500 121,463 113,963 75% 1215% 10,000 125,000 115,000 Process Fee-Events/Parades 675 1,000 325 75% 111% 900 1,400 500 Miscellaneous 3,000 (22) (3,022) 75% -1% 4,000 4,000 - Skid Car Training 16,500 10,920 (5,580) 75% 50% 22,000 22,000 Interest on Investments 22,500 26,355 3,855 75% 88% 30,000 30,000 TOTAL REVENUES 1,526,549 1,617,179 90,631 75% 79% 2,035,398 2,150,898 115,51)0 Transfers In -PERS Reserve 75 (75) 75% 0% 100 (100) TOTAL RESOURCES 4,018,601 4,286,470 267,870 75% 95% 4,527,475 4,820,189 292,714 Appropriations/Expenditures Direct Insurance Costs: GENERAL LIABILITY Settlement / Benefit Defense Professional Service Insurance Loss Prevention Repair / Replacement Total General Liability PROPERTY DAMAGE % Exp. 61,938 1,650 307 144,381 a) 25 4,542 273,834 212,843 60,991 75% 58% 365,112 350,000 15,112 Insurance 136,329 a) Repair / Replacement 121,768 b) Total Property Damage 225,000 258,097 (33,097) 75% 86% 300,000 340,000 (40,000) VEHICLE Professional Service 1,390 Insurance 411 Loss Prevention 15,123 Repair / Replacement 155,224 Total Vehicle 90,000 172,148 (82,148) 75% 143% c) 120,000 200,000 (80,000) WORKERS COMPENSATION Settlement / Benefit 526,876 Insurance 81,028 Loss Prevention 22,883 Miscellaneous 21,624 Total Workers' Compensation 465,000 652,410 (187,410) 75% 105% 620,000 800,000 (180,000) UNEMPLOYMENT - Settlement/Benefits 105,000 170,808 (65,808) 75% 122% d) 140,000 220,000 (80,000) Total Direct Insurance Costs 1,158,834 1,466,306 (307,472) 75% 95% 1,545,112 1,910,000 (364,l 88) Insurance Administration: Personal Services 205,526 201,376 4,150 75% 73% 274,034 274,034 Materials & Service 184,870 137,813 47,056 75% 56% 246,493 246,493 Capital Outlay 75 - 75 75% 0% 100 100 Total Insurance Administration 390,470 339,189 51,281 75% 65% 520,627 520,527 100 Contingency 1,846,302 - 1,846,302 75% n/a 2,461,736 - 2,461,i36 TOTAL REQUIREMENTS 3,395,606 1,805,495 1,590,111 75% 40% 4,527,475 2,430,527 2,096,48 NET 622,994 2,480,975 1,857,981 - 2,389,662 2,389,f;62 NWC per Requested Budget 2,500,000 a) Annual insurance payment (10/1/09-10/01/10), of $138,000 for Gen Liab and $135,996 for Property Damage, expended in October. b) Expenditures in property damage is offset by claims reimbursement revenue. c) Vehicle settlement is higher than expected due to 2 total vehicle losses in the Sheriffs Office. d) Expenditure for the quarter ended 9/30/09, paid in November, is $101,687. Unemployment payments required due to layoffs in CDD and Health Services. Year End Budget Projection Variance $2,491,977 $2,669,291 $177,314 100% 107% $2,491,977 $2,669,291 $177,314 General Liability 342,723 342,707 (16) 75% 75% 456,964 456,964 Property Damage 214,721 214,578 (143) 75% 75% 286,294 286,294 Vehicle 138,146 138,146 (0) 75% 75% 184,195 184,195 Workers' Compensation 641,891 641,880 (11) 75% 75% 855,854 855,854 Unemployment 120,143 120,152 9 75% 75% 160,191 160,191 Claims Reimb-Workers' Compensation 18,750 (18,750) 75% 0% 25,000 25,000 - Claims Reimb-Gen Liab/Property 7,500 121,463 113,963 75% 1215% 10,000 125,000 115,000 Process Fee-Events/Parades 675 1,000 325 75% 111% 900 1,400 500 Miscellaneous 3,000 (22) (3,022) 75% -1% 4,000 4,000 - Skid Car Training 16,500 10,920 (5,580) 75% 50% 22,000 22,000 Interest on Investments 22,500 26,355 3,855 75% 88% 30,000 30,000 TOTAL REVENUES 1,526,549 1,617,179 90,631 75% 79% 2,035,398 2,150,898 115,51)0 Transfers In -PERS Reserve 75 (75) 75% 0% 100 (100) TOTAL RESOURCES 4,018,601 4,286,470 267,870 75% 95% 4,527,475 4,820,189 292,714 Appropriations/Expenditures Direct Insurance Costs: GENERAL LIABILITY Settlement / Benefit Defense Professional Service Insurance Loss Prevention Repair / Replacement Total General Liability PROPERTY DAMAGE % Exp. 61,938 1,650 307 144,381 a) 25 4,542 273,834 212,843 60,991 75% 58% 365,112 350,000 15,112 Insurance 136,329 a) Repair / Replacement 121,768 b) Total Property Damage 225,000 258,097 (33,097) 75% 86% 300,000 340,000 (40,000) VEHICLE Professional Service 1,390 Insurance 411 Loss Prevention 15,123 Repair / Replacement 155,224 Total Vehicle 90,000 172,148 (82,148) 75% 143% c) 120,000 200,000 (80,000) WORKERS COMPENSATION Settlement / Benefit 526,876 Insurance 81,028 Loss Prevention 22,883 Miscellaneous 21,624 Total Workers' Compensation 465,000 652,410 (187,410) 75% 105% 620,000 800,000 (180,000) UNEMPLOYMENT - Settlement/Benefits 105,000 170,808 (65,808) 75% 122% d) 140,000 220,000 (80,000) Total Direct Insurance Costs 1,158,834 1,466,306 (307,472) 75% 95% 1,545,112 1,910,000 (364,l 88) Insurance Administration: Personal Services 205,526 201,376 4,150 75% 73% 274,034 274,034 Materials & Service 184,870 137,813 47,056 75% 56% 246,493 246,493 Capital Outlay 75 - 75 75% 0% 100 100 Total Insurance Administration 390,470 339,189 51,281 75% 65% 520,627 520,527 100 Contingency 1,846,302 - 1,846,302 75% n/a 2,461,736 - 2,461,i36 TOTAL REQUIREMENTS 3,395,606 1,805,495 1,590,111 75% 40% 4,527,475 2,430,527 2,096,48 NET 622,994 2,480,975 1,857,981 - 2,389,662 2,389,f;62 NWC per Requested Budget 2,500,000 a) Annual insurance payment (10/1/09-10/01/10), of $138,000 for Gen Liab and $135,996 for Property Damage, expended in October. b) Expenditures in property damage is offset by claims reimbursement revenue. c) Vehicle settlement is higher than expected due to 2 total vehicle losses in the Sheriffs Office. d) Expenditure for the quarter ended 9/30/09, paid in November, is $101,687. Unemployment payments required due to layoffs in CDD and Health Services. DESCHUTES COUNTY 911 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget _ Actual Variance % of FY % Coll. Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $5,137,000 $ 5,611,168 $ 474,168 100% 109% $5,137,000 $5,611,168 $ 474,168 Revenues Property Taxes - Current 4,598,087 5,907,374 1,309,287 75% 96% a) 6,130,782 6,208,795 78,013 Property Taxes - Prior 75,000 260,406 185,406 75% 260% a) 100,000 270,275 170,275 State Reimbursement 18,375 4,846 (13,529) 75% 20% b) 24,500 6,000 (18,500) Telephone User Tax 402,000 418,350 16,350 75% 78% 536,000 536,000 Data Network Reimb. 25,500 26,032 532 75% 77% c) 34,000 27,880 (6,120) Jefferson County 21,000 38,343 17,343 75% 137% 28,000 38,343 10,343 User Fee 45,375 53,550 8,175 75% 89% d) 60,500 60,500 Contract Payments 52,500 25,574 (26,926) 75% 37% e) 70,000 26,000 (44,000) Miscellaneous 6,375 6,586 211 75% 77% 8,500 8,500 Interest 27,000 66,429 39,429 75% 185% 36,000 75,000 39,000 Interest on Unsegregated Tax 2,813 1,249 (1,564) 75% 33% 3,750 3,750 Total Revenues 5,274,025 6,808,739 1,534,714 75% 97% 7,032,032 7,261,043 229,011 Transfers In -Other 75 (75) 75% 0% 100 (100) TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency 10,411,025 12,419,907 2,008,882 75% 102% 12,169,132 12,872,211 703,079 % Exp. 2,862,215 2,603,954 258,261 75% 68% 3,816,287 3,606,287 210,000 967,142 692,078 275,064 75% 54% 1,289,522 1,289,522 131,250 13,830 117,420 75% 8% 175,000 175,000 1,454,204 1,938,939 (484,735) 75% 100% 1,938,939 1,938,939 3,712,038 3,712,038 75% n/a 4,949,384 4,949,384 TOTAL REQUIREMENTS 9,126,849 5,248,801 3,878,048 75% 43% 12,169,132 7,009,748 5,159,384 NET(Resources - Requirements) 1,284,176 7,171,106 5,886,930 - 5,862,463 5,862,463 Beginning NWC per Requested Budget 5,861,335 a) Projection based on actual collections through November 30, 2009. b) Less activity being performed. c) Annual billings. d) 12% of collections came from an unanticipated/temporary COIDC contract: 4/1/09-11/30/09 e) Less contract activity with law enforcement agencies. Health Benefits Trust Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget 7,860,000 41,250 247,500 750,000 375,000 168,750 Actual Variance FY % Coll. % RESOURCES Beg. Net Working Capital $17,894,797 $ 17,894,797 $ Revenues: Internal Premium Charges P/T Emp - Add'I Prem Employee Prem Contribution COIL Retiree / COBRA Co -Pay Prescription Rebates Interest Total Revenues TOTAL RESOURCES REQUIREMENTS Expenditures: Personal Services Materials & Services Conferences and Seminars Claims Paid-Medical/Rx Claims Paid-Dental/Vision Refunds Insurance Expense State Assessments Administration Fee PPO Fee Health Impact Printing Program Supplies Other Total Materials & Services Capital Outlay Contingency (0) 100% 100% 7,872,801 12,801 75% 75% 33,937 (7,313) 75% 62% 256,213 8,713 75% 78% 831,953 81,953 75% 83% 449,133 74,133 75% 90% 12,389 12,389 75% n/a 168,031 (719) 75% 75% Revised Budget' Year End Projection Variance $17,894,797 $17,894,797 $ (0) a) 10,480,000 10,486,092 6,092 55,000 55,000 330,000 330,000 1,000,000 1,070,000 70,000 500,000 565,000 65,000 12,389 12,389 225,000 225,000 9,442,500 9,624,459 181,959 75% 76% 12,590,000 12,743,481 153,481 27,337,297 27,519,255 181,958 92% 90% 30,484,797 30,638,278 153,481 Exp. % 81,973 77,810 4,162 75% 71% 109,297 109,297 2,250 530 1,720 75% 18% 3,000 3,000 10,685,682 8,421,791 2,263,891 75% 59% b) 14,247,576 11,229,055 3,018,521 1,366,500 1,295,123 71,377 75% 71% b) 1,822,000 1,726,831 95,169 (75,161) 75,161 75% n/a (75,161) 75,161 279,405 279,776 (371) 75% 75% 372,540 372,540 8,625 68,989 (60,364) 75% n/a c) 11,500 11,500 219,573 285,096 (65,523) 75% 97% 292,764 292,764 61,236 28,231 33,005 75% 35% 81,648 81,648 37,179 37,290 (111) 75% 75% 49,572 49,572 7,500 3,479 4,021 75% 35% 10,000 10,000 75,000 1,239 73,761 75% 1% 100,000 100,000 21,794 20,265 1,530 75% 70% 29,059 29,059 12,764,744 10,366,648 2,398,097 75% 61% 17,019,659 13,830,808 3,188,851 - 75% 0% 100 100 10,016,806 10,016,806 75% 0% 13,355,741 13,355,741 TOTAL REQUIREMENTS 22,863,523 10,444,458 12,419,065 75% 34% 30,484,797 13,940,105 16,544,692 NET (Resources - Requirements) ' 4,473,774 17,074,797 12,601,023 - 16,698,173 '' 6,698,173 * Proposed revisions to FY 2010 original budget Beginning NWC per Requested Budget 16,400,000 a) Amount budgeted to be transferred from operating funds for FY 2010. b) Projection based on annualizing 39 weeks of claims paid. YTD actual is $247,224 per week. c) Zurich to reimburse County $57,490 (5/6ths) of the $68,989 payment made in July for the July through December assessment. O c. N N C } co LL O } N 7 ) u. Q O d a) 0 U 0) 0 0 0) 0 tC) ) 5. Is I 0• 0f_ 00 Qa0).,(0 CO 7' c) __ CON O'v r 0) v .- O CO N 0 CO CO 0 0' (0 .- N IS 'r N 7 Is'O N CO 00'0 CO N (0 O N M O O CO' Is NMO ' ''777 O.0) 0 7 v C) NO'M..- h O V O) 7 M CO • CNS r O `N C1 r N O O 0,0 O O 0'O O O O, 0)170 M' M '0 0' 0 CO 0) 00.-C1111 CVCI 0 0 0 010 0!0 0 0.0 p CO 0:0'I. 1 O'N 0'OO'0'N N ()'O 0 N 0 0'0.0'0'CO 0.0 10 h,0,- 1: 0)' 0 7 � 0'r 'O)'(-0 7 7 0) 0) 0) O r CN a0 r. (1) U) (V U)7 0)' 7 O U) O NI0 A N'10' r- O' (0 (7n r.(n 7,.. N 'V, 0) NO, u' up el �0.... ^,O'I i...., co.NW, 0) v, (N N N O r O c%) rz:'7 �.0 r O) a0 '.0 ,7 M,- 0)IOCO 01 N'M ' O'O': a0', '.0.0,0'0a) el CV CV CO 7 O N 0)) (.;7 a'. N' N O 0 co 2 U TO Q } CU 0 L 0 cai 0 U 0 0 O Z 2 O 0 2 E a� 0. N 0 CI IN CO N 010,0 O 0,t- 0,0 0 1� 7, CV O (t) CNCD 01 r `A C'400(0 . O)'(1) 00:01C'4 IN 0) CO 0 O CO 00, '.O 0,0 0 0) 0). CI 0. CO CO 1r 0'h'.0 O 0'.M 00' co'. N M Ni (O f�'N ,C jO'O'P'i Ni CV7! .- 0) N. O CO(f) r N O 0 (0 N' CV CD 0 r (0I 0 N~ 0 N', M 1 0' P)', r M' 0 PM9 0 - V CO' O O 7 ) NI 0 '0) (4)' Y)' C.i' (O!7 c- 'V. M 7' • O• O' CO' Is O 0 0 OI 0) 0N. 0 CO CO)' 0 0', r' N.00 CO 0 M MC 0 CO (1) N ' O O Is, ' ' I CO A N . N. (') ' O' i0 • rr O N I- (n Nr 1 '' 00 7 . C7 ' O ' c') I". ' 0)' (O '.7 v M. 1v- cI _I _N 0 0 0' (01 0' 0� 10 O (0 CO 0 0 0 !N'. M" M'0 CO Of CO ' CO toO O' ' MIO nM'.. O N - .01. co N I�'71 osa0 v.. N).; I ' C•i CO 0 (1) 0).0) 1 p O) O)': N I - O) 0Ni0 O10', (1) 0 710 ". 0 0I 0 O)' 0)'7 MI (1): 0 (1) 4') CO r ..0: 'M.7 M 7 0 0' I'- co O. O' r- (f). ( ' M.0 CO 7 M O CO V r O 'C ' CO ) N'O Mir''-0 ' 7o o O O co (OI (V O .-. N r 1 I.0 CO 0) (V100 O N'I (.I M 'M 00 r-: 10 OI O'' O Oil NOD V'V 7Iv, Y ,,op'0 N ,N 1 4') r,O)iso 0) 7 1 0 1, �'0 0 _ 0 r- 7 711` 00 000- r a0 0),. ' 0 C- O 03 0 0 001 0 0 (1) r CO ! O O N 0 CO' 0 ' 0' 7 O O O csi (0 r,) MI ' V' N: coNMi OMi- M. O) (4)I OHO : 0). 0 71 O'0 (0 N CO CO N CO r- 0 CO 0) NI r N' 0 N 00' A" O M 1. r l0) 7 0) n (1)' CO CO 10 CO 1 CO (0 O O1 (n,N O O. O O': N N! 0 0 ,0 O. N C ap V' 0) 0 CO CV 7 c01.0 N (A4 O 'O 00 O O ' 00 M 'M !0)i 1 'O (f) r' M' 1 ^ 01 CV O, N co 7 O '.O OCO 'oi O M M 0) 0 N CO 0 i0. 0 O 0 -0, 0I (V r m 'O)' 7, OI 0 0 0 N 03 CI) 0' (()j ..- CSI ' 10 O.. CO 0 cv) 17 I • 0 c., ..- M' (0 (70 VI (0 '0l ('C°),`"' 0)I (1) 0 O t0' 1 1 1 7 O 0,1 03 �� 1001, �. : OO . O COI 0 Is CO N OpCD CO CO 0 �i o, v 0) CO 0' 0' ' a of N - n o. •0 (0 ' 10) r', N��1 '7'1�, (O' CO CO 7' CO CO 0)''N h M1 10, ''W INS 0 0i, M N N ' � rN C O): M. 0010)' O 0 O ' ' ,N 000 ' 0) N 7 C0 0' ' N, o' aT uil •of vl OS a 0) u�',o N N CV (0 0 CO 7 O1. tO (O ( '0' ' 0) (5' M (� (Op M:. v IM " ' rIN'. N1°3 �I ' < 'OM). 7. 7'' 0) 1 I CO IMCOao 0 ' 1 1 11 '°o' 1 I N('1 10' M(0 NI (0 CO 41. .0, 0' IN'' .3;5' L I a O LL CO 0 ' N a",2 LL LL W. 'F 17 2::§.'-`' ,„?....,-0!.c CNCu_ )IC SOd1 OUNI I,1.2ILL U L'G•LL3UxIOJ CLLtZIa 1.0',u_ m(5 E0 a)'. N O'g21 12 � E 8' a))t'0) 2,N Z VI'c'O mz'a d g'Olc a)IOc (n Id c0 2�Q �,m, I- cLmir.z,,., Ili O (n'Ca 0 S. 0,I-- Z',i 0 CO W CV RESOURCES: Beg. Net Working Capital Receipts: Security & Traffic Reimb Miscellaneous Vending Machines Telephone Fees - Events Special Events Revenues Interest Storage Camping at F & E Horse Stall Rental Concession % - Food Rights (Signage, etc.) Donations Interfund Contract Total Receipts Transfers In General Fund Transient Room Tax Welcome Center County Fair (619) F & E Reserve (617) Total Transfers In TOTAL RESOURCES REQUIREMENTS: Expenditures: Personal Services Materials and Services Debt Service Capital Outlay Transfer to Reserve Fund (617) Contingency TOTAL REQUIREMENTS Deschutes County - Fair and Expo Center YTD -Budget Basis Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Year End Budget Projection Variance ] $ 75,000 $ 42,232 $ (32,768) 100% 56% $ 75,000 $ 42,232 $ (32,768} 12,000 - (12,000) 75% 0% 12,000 - (12,000' 3,038 3,659 621 75% 91% 4,000 4,621 621 1,725 1,319 (406) 75% 57% 2,300 1,894 (406) 900 - (900) 75% 0% 1,200 300 (900) 401,000 242,531 (158,469) 75% 45% 540,000 390,281 (149,719) 1,496 (140) (1,636) 75% -7% 2,000 364 (1,636) 58,000 20,396 (37,604) 75% 35% 58,000 37,011 (20,989) 2,000 1,840 (160) 75% 26% 7,000 6,840 (160) 4,000 2,835 (1,165) 75% 6% 45,000 43,835 (1,16E) 173,000 81,459 (91,541) 75% 35% 235,000 125,177 (109,823) 16,420 43,000 26,580 75% 50% 86,420 113,000 26,581: 3,300 3,300 75% n/a - 3,300 3,301:: 45,000 45,000 75% 100% 45,000 45,000 718,579 445,199 (273,380) 75% 43% 1,037,920 771,623 (266,297) 148,500 148,440 (61) 75% 75% 197,919 197,919 17,074 17,074 75% 75% 22,765 22,765 80,000 80,000 - 75% 100% 80,000 80,000 197,421 80,000 (117,421) 75% 41% a) 197,421 80,000 (117,42 ) 250,000 250,000 75% n/a c) 250,000 250,000 442,995 575,514 132,519 498,105 630,684 132,579 1,236,574 1,062,944 (173,630) 75% 66% 1,611,025 1,444,538 (166,487) Exp. % 618,516 572,232 46,284 75% 69% 398,493 338,117 60,376 75% 64% b) 79,393 73,035 6,358 75% 63% - 75% 0% 75% 0% C) - 75% n/a 824,769 778,423 46,346 531,604 497,032 34,572 116,188 116,188 100 - 100 16,412 16,412 121,952 121,9e2 1,096,402 983,384 113,018 75% 61% 1,611,025 1,391,643 219,382 NET (Resources - Requirements) 140,172 79,560 (60,613) Beginning NWC per Requested Budget a) Transfer from Annual County Fair fund will be $117,421 less than budgeted. b) It is likely that M & S will be less than what is currently projected. c) Instead of a transfer TO the Reserve Fund, a transfer will be made FROM the Reserve Fund. Accrued Revenue (Accounts Receivable): Current Month Events 30,000 Prior Months 3,731 Total Accounts Receivable 33,731 52,895 52,895 2,809 Deposits Received for Future Events: 2010: April May June FY 2011 July August September October November December January February March April May FY 2012 & beyond TOTAL 24,150 8,935 2,040 32,370 180 3„150 2,700 ;;175 00 00 50 1,0100 ';00 6, 86,180 co 7 IL U O O N CC Uio coCO a) N co =U2 L co U Cl) O = a a o a) co O N 0 PROJECTION U c IB co coco U E L •E c U W o RESOURCES: I- O 4 L) d - N O O O 00 O L) N a— O ti CO O O O O O c) t0 O (0 O O CO mac%) o•:1 - CO N I- M 00 co co co O I. co N O N. co M N O O M Ln N• ti M In In O In ti c- 00 co co '— co N In Min ON- 00 In O O 1 O I[) O O In O co Ln '- CO O O O I N N N M M O CO V) CO LO CO CONOI-co� M O N. ti M r- I- ti M In ti In In r N- - co co M I- LC) LO O LC) 0) co 1 1 1 1 1 1 1 1 1 I NMCcotNnM00NOc.M-1- co coo .1- f.I�Ce) Ln f: Lc.In r N cc CO N- M CD ti Ln M Ln co co co O C0 O co O N N 00 00 co ti Ln O M ti M O ti I� OO co COD O MO co co_ v N LC) O O COD O 00 N M N LC) O c0 co co 0) O LC) O LC) N_ N ti co CO CO LC) O LC) M O LC) N M M O 0 ti LC) to 0) O O co co O O LC) O co O 0) LC) CA O to U) O U a) y 0 d Co a) V 7 U 0 UZ O O a) V) c R o co c 0 U oiS a) .=, cri c arni N.a) a) 0) ism ER .. >>R ai 2 �a)a s �`m c °a= 31 a) o HotsZ.ctn U0Em > � co wEV d O�aa))a)0)ccca�'rn�° po a d "" z B c c c`o c,_ civ U cn cn ;� v7` L . 4= c `t = v) a) 4= U a) C io a) c p R W O c N O. CO a) -0 O H N y p 0.CD ct— W �QW F—� u.<cLDO UZO Total Expenditures 0 Z o U c L.I LL 2 H t 2 a) O0 d U TO 0 U Q U_ Lu O Z CL a) Or m (n c 0 U a°)iw 0 As of March 31, 2010 a) U C a) CO 7 N 0 m Amount Paid O a U a) 0 O c a) O O LO rn O CO 00 LC) lf) M O) c) co N O N M r � L$) N CO CO O CO O0) O O0) O c c ch � LCA Architects LCA Architects Total Architect O N N O N N r LC) N N O CO N O U') I- CO O dr U) O) O) -NCO ON NOc0sr) CoO)drC•)N c CO dr 0) CO I- O c ) O) I- O) In O U) O ll) - CO N N - 14) CO N O 00 Co Cr) CV c0 N CO N N CO CO v CV N O O O L$) N N 69 O co co c O N 0 E 0 O U) ca d O 1 0 U c Powers of Automation Tomco Electric CD rn rn O co co N sr c\Ic') F) 69 O O cci 0 a O Ch c) c CO CO O N r C'\p _c v69 Off) o O N a) to p 69OO o� OC‘I O CC O)o O N O O 714)0,_ C ���� CNAa)d O oo � os� p (q i 15 69 sr; O) 10 CC U U U o 2-o � co.— � 3 � M CO : C m cc N Y >, r- c ch co p u) O E s Ea O co C C CO ccla p U> U CO >, C c U N 69 CO \ 0 0 N O O a N CO ` O O O `- O Co c N c 1- a E 7 co co co U N N a u% o V co . Os w L C N co U O N la_ N c °� CCDD -0 CD co)"0 N c '_' �� y�m �ca)_c `SON C� N N 0 O O 0 2 2 0= c 3 H U 00 N a) -O -O r'v U r'' La= N N_ N N a) U U U+= c6 a):= 0cn0��Q02 m Q C7) co r" N C�) l!) CO t•-• O) O r- N CO I's CO •c L *k it it ick it it it it it it it it it it it it 00 Engineered Structures Inc N_ CO C15 ;71 N a) 0 a) L U H CO c ) N c ) O CO c ) c ) Total Engineered Structures, Inc. Total Encumbrances & Commitments PROJECTION CO H J 1- F- <( Q O U 2 Cd 2 0 o_ Encumbrances & Commitments Received and RESOURCES: CO C7 (O C7 O O N M O OO O (Y)0) CO u 01 0) N CO N 00 d' M N O CO 0) O O N M O O d' CO O O O Op u O 0) N CO NOOch Ch N (O co ti 1 -- co CD M O ti c0 N co N co CO CO N ti • • ' 1(0C) MO d em N O CO M M EXPENDITURES: Materials & Services M ch 00 N. 00 ' ' T c) ' ch c) i .M.. CV- .�.... O OO 'ch O ti ch OD O ch CO O O O O 07 O 00 01 ch O 10 t- O O O OD O T T M O ch M O O T M C O N •- T T O N (0 N 0) 10 O00) 0000 00 00 O ch. ' O T ' 0 0 ' ' 0 0 T N O O .-- T O CO 0 N 0 (0 N r• M N O T Nh 00 OD CO 0) (O T M T N 10ch(O 0 N. O CO 0) OD 0) In T C7 01 ch M 0 T M ti N r• r 0) N O N N N Cr O T Cr OD OD ch (O 0) T T M T N 0 V CO 01 CO CO0) 00 0) 0 T M 0 d' M '0 T CO- N. N T Ch - v- 0) N (0 CO N 10 10 OD 0) T— T- 00 T 00 10 0) O 00 M T O O CV CD a7 Ch O T O • OCY) M N CO O O O O O 0 0 0 0 0 c0 O O O O • CO u CD L6 O C'7 C7 N (0 N N T N CO N ti 0) I0 M CO U1 co 0) N N T- 0 0 O O O O O C) CO M N Ch N CO I CV (+1 01 0) 0) co 0 O 0) . N 0 r• (W') �f CI O r) 0 4 u) (13 CO k) EGD (O SCA 0) 0 N (0 C CV O h" N— OCO YO .- COem emN 0) 119 (IY M OO O N L 0) U LL V co Z as 0) ami m2(o cr, Eco c O v o8 a N w N 7 O to cn 1j Ti;> C N c O co N 0) a) o) '3 7 m 7 (a o E 3 a D U m rn a LL 'L U > X E r 0) O) Z r w , O N r �+ i "O OL Z T 0. C N U E O) U U Ip ro a dS CD o) v v y o � c w°) E o U Y O O) C C C O_ O U O D O U 7 7 0 L C 't 3 U) O U O O 0 �B U a i' a E t r U C7 N co ) a) > C t C Sl U Cn E U O Qw�aS cu_<oL_w02~ -,:izD00 -I- Total Expenditures 0) 2 O CO O_ C C N O C• '7 0 0 L N •O U O c L al o L tn a) .5. O ca o U L r � 0) PROJECTION J 1- 0 O H O N CD ca OO Encumbrances & Commitments Received and a) C a) 0 x w RESOURCES: O CY) CO N O OO I's CO O M is N O O C`)Ntrir N CO O CA C) M O N O N 0 CO O CO ONION O N 1� to is CO CO N CO G> co CO N I's O CO i� ' CO M to CO i— N M c') M CO CO N I's O CO N- ' CO co C`) O N C0M 0 U a) U CO to to 0 tri C (13O 0 d o a) 00 (L S Total Resources M L� LO� 0 i ' Com) N 0� -0N --�Q-(00 0) C7 0 CO to O to N.. O O qO O r r 07 O- M O i� r 07 N O N r r r N t1) N O) 000) 00c0 00 OO r' 0 0 ' N- r (NO O r CO to N t1) N O O ' O C`') (NI O r co00 - co 0) CO r 07 r N 11) V CO to N- CO CO 0) co 0) to ix) Ch to - C) i- N N-. r 0) N N1 1 1 1 1 1 1 1 1 1 O N NN O r CO CO CO 0) A- r 07 r N 11) CO ti) N. CO C) 0) co 0) to r c7 ti) - c•) '.0 - 07 (Ni N r 0) ti) co t() CO 0) C'7 07 r LT.; C) O N A- 0 0 r ID A- O 0 LNL cam) A- A- O 007 i' r N CI N . 0) G) G) r CD to 0 0 tOf) CO M CO O 0 W 1 0) i- O N N r CD CD N) Q N N Cr; t1) 0) t1) c) t1) 0) t1) c) CO ti) CO 0) N N O O r (O O tN0 N o t0 O co t0 N M 1 oD 0 r M oD 1 O N 0 N ti) ti) i— F CO CO CO 1- O O co .0 N N art ti cn a) a) ti O a) N to (a C >1 0co 0) U --ti) °d C r a) ti • - > H C a) c) to to a) > O E 0 Vi ' a) a) v) • 7 2 •10 :r a) W O v (0 • d �. U > r cc� N a) L ai 2 �, O D - •C a) U N E 45 m .. .V to N a (Qo O ami ami m .� c c d •�' 0) •U ° O o- E v Z .� c t c U) N :c V C - U 0. r 3 to to O d Q? c) aa)) ca N N "0 .` Q) I- a) C g I- x m¢w-d5 C.(L¢awO c Z D O W 0 Total Expenditures d Z Amount Paid E' E E O E O Q 0 c O 0 U CO a) 0 O a) CO CO — O COO u') O co co O 0 O O N CC) • CO O C[) u') C"') O 0 M � � N N 00 O CO 0 0 '— 0 0 0 0 O N N 0 O N N 0 Professional Services Reimb Exp (not to exceed) Total Architect Interior modular walls Herman Miller O CO LL) CO d R C'0 O C0 ►f) OIC (00-0r--(0 OONOO CO 0) CO CO CO CO 0) '— O CO 0) I- r- N O (3) CO d' 0 CO CO 0)Ou')OO14) CO.0 I� a0 N CO M 0 O O O N M CO co O Ou7 u') M M CN vi N 0 tf) CR O O _ N .� N CO O op O `-' COO o O N O o O o M p O �.. Ef3 O O O O co a) co N� �ER N R\ O O O O 45 O N o tf) O o .as E O� ��� r4zr M M d O, 00 Ei) M c > O a E a c- 00 y .'_ c0 N a CT O v- a) `- o ER O O 3 U O ER O �, 0 M T. o m 6 O -O Tll ER d' U&) C c o cc. co c0 2 cn .- o O 5 O O M O 0 U Q O Q d Mco O co .- E-"0 a) cla U >, C c 2 20,5_.-0 0 2i_ 0 7 O z 0 ;a 0 O C0 .. 0 U w_ O — N io E rn (0 to U _ C •— _ +.. .. :. •- 'C7 0 '- cn N a C00mQDLLODOr NCr) u7COao E " a ova &\t'*WRIt***3*3t Powers of Automation Tomco Electric Engineered Structures Inc u') '4) Total Change Orders Total Engineered Structures, Inc. u') '4) CO O Total Encumbrances & Commitments PROJECTION a) U c (6 .c CU To c LL Encumbrances & Commitments Received and a) a) a w RESOURCES: O O O O O O O O O O O O CO) O N 0 - LO O a- a - •co co ' r 0 O O CO O O r- 0 U a) U CO 0 4) N ate) w+ U c O d 0 c a) co co J En Transfer in CO O o O) co O co O O I-- O O'- O O o •1- 0 0) O CA ' O) N 4 O CO O O CA CO r O O O) CO CO O CD CA O CA O ,- 10 10 CO O C� CO N O O) O O) O Ln O O N CV N N r r CO CO 0 0 0 CO) 0 O 0) O CD oCO N O ' O' C� O) N LA O O r- r r co O O O O N CO N co CO co'-(00(00)C--0)co Ln CO O N CO co O O CONN O O Lo O N N OM) O CO ' O N c7 N O) CO CO a- CO O CO 0) CO O) CO CO CO CD r CA c- O O C- O Ln O R CO N O) O CO c) O N co LA c*) c*) O co O O O LA N c) rn CO O) c*) O) 10 Ln N N o o to 73 CD N 0 _ a) 5 15 CD 7 -p (73 CL O O 0 F - O LO N O O O N o o to O O O c*) co O O O N O) a) L N a) U a) c a c O u_ N N co U m co E ID a) N O U LO 0 ai 0 0 • CO UV) N 0 Ea a) U 11 .0 Lcom3 co '5 a) N 0 U CD N CO 73 N E a) 0 a)• oN N c o co a) c 4- N.O O 1O a) 0 ti C N ui Ea co E C •) a) C a) f0 7 To a m Amount Paid a) E O E O < U O a •U a) 0 0 0) M (f) 0) V" N- CO 0 a) a) U X a) O O ' N O O 0 0)000 co O O (f ) MOOD N co co O 0 ' (n CO M M N 0 0 0 0 0 if) c) co (f) 0 0 (f) cri (6 N 0) Pinnacle Architecture Pinnacle Architecture HSW Builders M 0) co ti co ti O N a) Deschutes County - Solid Waste Area A Closure and Cell 5 Construction As of April 15, 2010 "Area A" "Cell 5" Landfill Closure Fund 611 SW Capital Projects Fund 613 Total Engineering Contract G. Friesen Associates, Inc. Original Contract Change Orders: Change Order #1 (Note a) Total Paid through April 15, 2010 Balance Construction Contract M A DeAtley Construction Inc Original Contract Change Orders Total Paid through April 15, 2010 Balance 241,869.00 19, 656.00 261, 525.00 192, 775.78 68, 749.22 182, 516.00 182, 516.00 113, 766.79 68, 749.21 424,385.00 19,656.00 444,041.00 306, 542.57 137,498.43 2,097,140.50 3,290,779.98 5,387,920.48 2,097,140.50 3,290,779.98 5,387,920.48 2,097,140.50 3,290,779.98 5,387,920.48 Total of Engineering & Construction Contracts Original Contracts Change Orders Total Paid through April 15, 2010 Balance 2,339,009.50 19,656.00 2,358,665.50 192, 775.78 2,165,889.72 3,473,295.98 5,812,305.48 - 19,656.00 3,473,295.98 5,831,961.48 113,766.79 306,542.57 3,359,529.19 5,525,418.91 Notes: a) Additional landfill gas investigation per DEQ as part of a requirement to address offsite landfill gas migration. b) Construction of Cell #5 began in FY 2008. Through June 30, 2009, $3,557,678 has been expended and reported as "Construction in Progress" on the County's CAFR FYE June 30, 2009. Expenditures include payments to JAL Construction, Taylor NW, KN EX Co, Jack Robinson & Sons. c) To date in FY 2010, payment has been made to Central Electric Co-op: $13,311 for the Closure of Area A and $20,822 for Cell 5. RESOURCES: Beg. Net Working Capital Revenues Grants - Private 2,766,469 Total Revenues 2,766,469 Deschutes County Bethlehem Inn (Fund 128) Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % $ (2,666,469) $ (2,689,172) $ (22,703) 100% 101% $ (2,666,469) $ (2,689,172) $ (22,703) TOTAL RESOURCES REQUIREMENTS: Expenditures Debt Service (Negative Int Rev) - (2,766,469) 67% 0% 2,766,469 - (2,766,469) - (2,766,469) 67% 0% 2,766,469 100,000 (2,689,172) (2,789,172) 67% -2689% Exp. % - (2,766,469) 100,000 (2,689,172) (2,789,172) 100,000 26,604 73,396 67% 27% a) 100,000 34,000 66,000 TOTAL REQUIREMENTS 100,000 NET (Resources - Requirements) Beginning NWC per Requested Budget a) March 2010 interest expense - $2,249.56. b) Recap of expenditures - inception through 26,604 73,396 67% 27% - (2,715,776) (2,715,776) 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 March 31, 2010 $ 2,241,313 17,578 250,000 5,289 3,732 2,517,913 197,863 $ 2,715,776 b) 100,000 34,000 66,000 - (2,723,172) (2,723,172) (2,725,000) Year End Budget Projection Variance $ (2,666,469) $ (2,689,172) $ (22,703) 100% 101% $ (2,666,469) $ (2,689,172) $ (22,703) TOTAL RESOURCES REQUIREMENTS: Expenditures Debt Service (Negative Int Rev) - (2,766,469) 67% 0% 2,766,469 - (2,766,469) - (2,766,469) 67% 0% 2,766,469 100,000 (2,689,172) (2,789,172) 67% -2689% Exp. % - (2,766,469) 100,000 (2,689,172) (2,789,172) 100,000 26,604 73,396 67% 27% a) 100,000 34,000 66,000 TOTAL REQUIREMENTS 100,000 NET (Resources - Requirements) Beginning NWC per Requested Budget a) March 2010 interest expense - $2,249.56. b) Recap of expenditures - inception through 26,604 73,396 67% 27% - (2,715,776) (2,715,776) 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 March 31, 2010 $ 2,241,313 17,578 250,000 5,289 3,732 2,517,913 197,863 $ 2,715,776 b) 100,000 34,000 66,000 - (2,723,172) (2,723,172) (2,725,000) Deschutes County General Support Services - BOCC Conference/Seminar, Education/Training and Related Travel Expenditures FY 2010 Tammy Baney Conf/Sem & Educ/Training Travel Meals Accommodations Airfare Mileage reimbursement Ground Transport/Parking Total Baney Jul Aug Sep Oct Nov Dec Jan Feb Mar YTD Total 350 15 595 20 90 - 30380 20 - - 145 77 672 256 86 573 299 396 66 386 2,062 45 - - - 45 256 86 1,578 319 486 66 483 30 3,303 Dennis Luke Conf/Sem & Educ/Training - -350 - - - - _ 220 - 30 600 Travel Meals 25 25 113 _- 25 57 39 286 Accommodations 77 452 116 77 - 154 77 952 Airfare - - - Mileage reimbursement 329 85 257 485 210 361 237 1,965 5 Ground Transport/Parking - 34 - - - 34 Total Luke - 432 85 , 1,118 714 507 - 572 383 3,837 Alan Unger Conf/Sem & Educ/Training - - 350 , - - 30 380 Travel Meals - - - 50 50 Accommodations - - 624 651 - 1,276 Airfare - - Mileage reimbursement - - - i 978 978 Ground Transport/Parking - 56 - - 56 Total Unger - - 1,031 - 1,630 1 50 30 2,741 Other Conf/Sem & Educ/Training Total Other 300 - 300 300 - 300 Total - BOCC Department Conf/Sem & Educ/Training 700 - 220 300 90 1,660 Travel Meals 25 - 40 133 90 76 77 39 481 Accommodations 77 - 1,046 116 77 231 77 2,900 Airfare - - - - - - g 831 784 606 66 747 237 Mileage Reimbursement 585 172 ' 5,005 Ground Transport - ! 79 1, - - - 135 Total - BOCC Department 687 172 i 2,696 t 1,034 r 993 142 1,355 443 10,181 FY 2010 Budget Percent Expended 22,750 44.8% 4/7/201 D RV Park (Fund 601) Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY% Coll. % RESOURCES: Beg. Net Working Capital $ 50,000 $ Revenues RV Park Fees < 31 Days RV Park Fees > 30 Days Restitution Washer / Dryer 600 Vending Machines City of Redmond Interest on Investments 225 Cancellation Fees Total Revenues 119,760 118,935 Transfers In -Fund 130 160,000 TOTAL RESOURCES 329,760 REQUIREMENTS: Expenditures Materials & Services 51,570 2,431 $ (47,569) 100% n/a $ 50,000 $ 2,431 $ (47,569) 61,980 (56,955) 9,410 9,410 75% 3,611 3,611 785 185 75% 290 290 500 500 75% 284 59 75% 1,055 1,055 75% 77,915 (41,845) 75% 160,000 - 75% 75% 75% 75% Debt Service 181,928 Contingency 66,262 39% a) n/a a) n/a 98% n/a n/a 95% n/a 158,580 98,580 (60,000) - 9,410 f ,410 3,611 2,611 800 800 290 290 500 500 300 300 - 1,055 1,055 49% 159,680 114,546 (45,134) 84% 190,000 190,000 240,346 (89,414) 75% 60% 399,680 306,977 (92,703) 53,351 (1,781) 75% 157,883 24,045 75% - 66,262 75% TOTAL REQUIREMENTS 299,760 NET (Resources - Requirements) Exp. % 78% 68,760 68,760 65% 242,571 242,571 n/a 88,349 - 88,349 211,234 88,526 75% 53% 399,680 311,331 88,349 30,000 29,112 (888) Beg NWC per Requested Budget a) Approximately 2,231 space rentals. ( $61,980+ $9,410) / $32 = 2,231) - (4,354) (4,354) 15,000 Year End Budget Projection Variance 2,431 $ (47,569) 100% n/a $ 50,000 $ 2,431 $ (47,569) 61,980 (56,955) 9,410 9,410 75% 3,611 3,611 785 185 75% 290 290 500 500 75% 284 59 75% 1,055 1,055 75% 77,915 (41,845) 75% 160,000 - 75% 75% 75% 75% Debt Service 181,928 Contingency 66,262 39% a) n/a a) n/a 98% n/a n/a 95% n/a 158,580 98,580 (60,000) - 9,410 f ,410 3,611 2,611 800 800 290 290 500 500 300 300 - 1,055 1,055 49% 159,680 114,546 (45,134) 84% 190,000 190,000 240,346 (89,414) 75% 60% 399,680 306,977 (92,703) 53,351 (1,781) 75% 157,883 24,045 75% - 66,262 75% TOTAL REQUIREMENTS 299,760 NET (Resources - Requirements) Exp. % 78% 68,760 68,760 65% 242,571 242,571 n/a 88,349 - 88,349 211,234 88,526 75% 53% 399,680 311,331 88,349 30,000 29,112 (888) Beg NWC per Requested Budget a) Approximately 2,231 space rentals. ( $61,980+ $9,410) / $32 = 2,231) - (4,354) (4,354) 15,000 U co Q U U 0 0 co u) 0_ 10E > LL Ce U C Co 7 U U 0 0 U) co a) CL 4E' a) OC - N N M d e3 > U) Asa) LL U c 0. 3 U 0 0 RV Park Fees 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 • • • • CA 003 4 03 N N e~- O CD • T- O 00 O N O N N CA P-. N r 1. L) C) O M O 1"*.- C7) e- f� 007 N 001 co ~ co N N N 000N 1.0003 CO03 N N 141 Co W Co 4 CD CA 00 N M O 141 M N e- 00 O N N N C7) .l. CV a- e- 1- 0(000c) Co 00 CO Co co. 4U) N0t`CID O O Co 0 0 0 0- fes- CD N- �- N O 00 N e- CO CA O CA e- O O 00 141 00 CD UlT- 4MNN0,1 M N e- a- N N f� N N4Co4NCOop, opa)4-NON OCAMT- O NCOCOMM MOT-Co'crCoT-'Co000 ori.-oiCfl� N -.N-()1- N co m -o Li = Co m LO c 0 0 0 0 0 0 0 0 0 0 0 0 0 al Co N- 1` M Co CA O N.- M') W Uaj T- Up e- e- O O Ul d; M e- CA 23 11 75 f� 6 O N,— O O NCD e- 6 Q)co MN e- =M 0 �fo — ) 0 0 a) Co cti U Lo co co Co 0 co r- e- In CO N T- N C) CO Q 1.0 -0 N CON f� M r CO CO M M 0 COCU) a- C ) — a) c a, -o CT; c 2 o m O 4 M o0 Co N O Co CO Co 0) CD a) M co e- CO CO Co L) N CO Co C) Co 0 00 OOMNr �000Co07)�0 M CN C; COCON� e-NCAT-CAS II N,- M N e- e- N U, O U, r D a) Var. CO U) > M a) 0 C 03 7 N Q m 1 co U > Q U) O O 0 15 U 1.0 Co 'O cc _ci � � � L' (1) u) a) N4- 0 — o) a) 7 O o 4mo> L. >, 0) Q > U c - .` > C R o m Q�Qcn0Za `-�°Li2Q2�r O 0) Co a0 Co 0 0) 0 co co co N 0 U co 01 Building Services - 620 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 272,938 $ 439,838 $ 166,900 100% nla $ 272,938 $ 439,838 $ 166,900 Revenues Cleaning/Maintenance 64,106 46,111 (17,995) 75% 54% 85,475 85,475 Utility Reimbursement 6,750 5,423 (1,327) 75% 60% 9,000 9,000 Facilities Charge to State 102,348 108,000 5,652 75% 79% 136,464 136,464 Miscellaneous 24 24 75% n/a - Interest on Investments 7,500 4,888 (2,612) 75% 49% 10,000 7,000 (3,000) Building Svcs Indirect Chgs 1,308,959 1,308,967 - 75% 75% 1,745,275 1,745,275 Total Revenues 1,489,664 1,473,412 (16,259) 75% 74% 1,986,214 1,983,214 (3,000) Transfers In 167,133 140,133 (27,000) 75% 63% a) 222,844 222,844 TOTAL RESOURCES 1,929,735 2,053,383 123,641 75% 83% 2,481,996 2,645,896 163,900 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency Exp. 1,165,736 1,123,068 42,668 75% 72% 1,554,315 1,554,315 524,761 551,435 (26,674) 75% 79% 699,681 699,681 27,000 27,000 75% 0% a) 36,000 36,000 144,000 144,000 75% 0% 192,000 192,000 TOTAL REQUIREMENTS 1,861,497 1,674,503 186,994 75% 67% 2,481,996 2,289,996 192,000 NET (Resources - Requirements) 68,238 378,880 310,635 355,900 355,900 Beginning NWC per Requested Budget 310,000 a) None of the $36,000 budgeted transfer from the General Fund has been made. The transfer is for the Capital Outlay expenditures budgeted as: $6,000 for floors at Historic Museum and $30,000 for Phase I of roof on Juvenile building. Admin Services - 625 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 120,000 $ 117,586 $ (2,414) 100% n/a $ 120,000 $ 117,586 $ (2,414) Revenues Miscellaneous 71 71 75% n/a Interest on Investments 3,000 1,410 (1,590) 75% 35% 4,000 2,000 (2,000) Admin Dept Indirect Chgs 519,221 519,160 (62) 75% 75% 692,295 692,295 Total Revenues 522,221 520,641 (1,580) 75% 75% 696,295 694,295 (2,000) Transfers In -General Fund 30,000 30,000 75% 75% 40,000 40,000 TOTAL RESOURCES 672,221 668,227 (3,994) 75% 78% 856,295 851,881 (4,414) REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency Exp. % 479,277 474,441 4,836 75% 74% 639,036 639,036 112,457 92,043 20,414 75% 61% 149,943 149,943 75 75 75% 0% 100 50,412 50,412 75% 0% 67,216 100 67,216 TOTAL REQUIREMENTS 642,221 566,485 75,737 75% 66% 856,295 788,979 67,316 NET (Resources - Requirements) 30,000 101,742 71,742 62,902 62,902 Beginning NWC per Requested Budget 120,000 a) Beg NWC must have been projected based on M&S actual expenditures at less than budget. BOCC - 628 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 50,000 $ 68,511 $ 18,511 100% n/a $ 50,000 $ 68,511 $ 18,511 Revenues Sale Map Photo or Copies 75 52 (23) 75% n/a 100 100 Interest on Investments 375 982 607 75% n/a 500 1,000 500 Admin Dept Indirect Chgs 430,063 429,994 (69) 75% 75% 573,417 573,417 TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 480,513 499,539 19,026 75% 80% 624,017 643,028 19,011 Exp. % 367,617 366,007 1,610 75% 75% 490,156 490,156 55,685 44,157 11,528 75% 59% a) 74,247 74,247 75 75 75% 0% 100 44,636 44,636 75% 0% 59,514 100 59,514 TOTAL REQUIREMENTS 468,013 410,164 57,849 75% 66% 624,017 564,403 59,614 NET (Resources - Requirements) 12,500 89,374 76,875 78,625 78,625 Beginning NWC per Requested Budget 100,000 a) Beg NWC must have been projected based on M&S actual expenditures at less than budget. Finance - 630 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % RESOURCES: Beg. Net Working Capital $ 740,000 Revenues Investment Fee Photo copies Interest on Investments 13,500 Interfund Contracts 21,000 Administrative Fee 9,000 Finance Dept Indirect Chgs 537,317 Total Revenues 652,067 71,250 $ 777,692 65,028 47 6,759 21,006 9,000 537,239 639,079 Budget Year End Projection Variance $ 37,692 100% nla $ 740,000 $ 777,692 $ 37,692 (6,222) 75% 68% a) 47 75% n/a (6,741) 75% 38% a) 6 75% 75% 75% 75% (78) 75% 75% (12,988) 75% 74% TOTAL RESOURCES 1,392,067 1,416,771 REQUIREMENTS: Expenditures Personal Services 616,808 Materials and Services 265,865 Capital Outlay 60,000 Contingency 264,394 24,704 75% 88% Exp. % 612,452 4,356 75% 74% 202,606 63,259 75% 57% b) 60,000 75% 264,394 75% 0% 0% TOTAL REQUIREMENTS 1,207,067 95,000 85,000 47 9,000 28,000 12,000 716,422 18,000 28,000 12,000 716,422 (10,000) 47 (9,000) 869,422 850,469 (18,953) 1,609,422 1,628,161 822,411 354,486 80,000 352,525 822,411 297,486 18,739 57,000 80,000 352,525 815,058 392,009 75% 51% 1,609,422 1,119,897 489,525 NET (Resources - Requirements) 185,000 601,713 416,713 Beginning NWC per Requested Budget a) Projection based on annualizing nine months actual. b) Interfund Building Rent (budgeted at $57,000) will not be expended. 508,264 508,264 500,000 Legal - 640 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY Coll. % Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 87,000 $ 102,125 $ 15,125 100% nfa $ 87,000 $ 102,125 $ 15,125 Revenues Sale Map Photo or Copies 225 44 (181) 75% 15% 300 300 Miscellaneous 2,250 3,538 1,288 75% 118% 3,000 3,538 538 Interest on Investments 1,125 1,302 177 75% 87% 1,500 1,500 Interfund Contract 1,500 7,334 5,834 75% 367% 2,000 7,334 5,334 Legal Counsel Indirect Chgs 524,931 524,932 1 75% 75% 699,907 699,907 Total Revenues 530,031 537,149 7,118 706,707 712,578 5,871 TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency 617,031 639,274 22,243 75% 81% Exp. % 793,707 814,703 20,996 506,276 501,396 4,880 75% 74% 675,034 675,034 40,689 31,207 9,482 75% 58% a) 54,252 54,252 75 75 75% 0% 100 48,241 48,241 75% 0% 64,321 100 64,321 TOTAL REQUIREMENTS 595,280 532,602 62,678 75% 67% 793,707 729,286 64,421 NET (Resources - Requirements) 21,751 106,672 84,921 85,417 85,417 Beginning NWC per Requested Budget 90,000 a) Beg NWC must have been projected based on M&S actual expenditures at Tess than budget. RESOURCES: Beg. Net Working Capital Revenues Personnel - 650 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % $ 360,525 $ 423,562 $ 63,037 100% nla Budget Year End Projection Variance $ 360,525 $ 423,562 $ 63,037 Miscellaneous 375 1,009 634 75% 202% 500 1,009 509 Interest on Investments 3,000 4,242 1,242 75% 106% a) 4,000 5,600 1,600 Personnel IndirectChgs 474,706 474,095 (611) 75% 75% b) 632,941 631,241 (1,700) Total Revenues 478,081 479,345 1,264 75% 75% 637,441 637,850 409 TOTAL RESOURCES REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) 838,606 902,907 64,301 997,966 1,061,412 63,446 Exp. % 437,894 422,243 15,651 75% 72% 583,859 583,859 252,005 113,772 138,234 75% 34% c) 336,007 336,007 75 75 75% 0% 100 100 58,500 58,500 75% 0% 78,000 78,000 748,475 536,015 212,460 75% 54% 997,966 919,866 78,100 90,131 366,892 276,761 141,546 141,546 Beginning NWC per Requested Budget 290,000 a) Projected based on 9 months actual b) Adjustment for CDD ISF charges. c) Beg NWC must have been projected based on M&S actual expenditures at less than budget. Information Tech - 660 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % C011. % Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 437,214 $ 538,155 $ 100,941 100% nla $ 437,214 $ 538,155 $ 100,941 Revenues City of Redmond 14,310 14,310 75% n/a 14,310 14,310 Miscellaneous 750 189 (561) 75% 19% 1,000 1,000 Interest on Investments 9,000 5,737 (3,263) 75% 48% 12,000 7,500 (4,500) Leases 6,536 6,536 75% n/a 6,536 6,536 I T Indirect Chgs 1,432,557 1,432,548 (9) 75% 75% 1,910,076 1,910,076 Total Revenue 1,442,307 1,459,320 17,013 75% 76% 1,923,076 1,939,422 16,346 Transfers In -General Fund 48,751 48,751 (1) 75% 75% 65,001 65,001 TOTAL RESOURCES 1,928,272 2,046,225 117,953 75% 84% 2,425,291 2,542,578 117,287 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency Exp. % 1,297,185 1,273,410 23,775 75% 74% 1,729,580 1,729,580 376,670 230,600 146,071 75% 46% a) 502,227 502,227 - 75 75 75% 0% 100 100 145,038 145,038 75% 0% 193,384 193,384 TOTAL REQUIREMENTS 1,818,968 1,504,010 314,959 75% 62% 2,425,291 2,231,807 193,484 NET (Resources - Requirements) 109,304 542,215 432,911 310,771 310,771 Beginning NWC per Requested Budget 435,000 a) Beg NWC must have been projected based on M&S actual expenditures at Tess than budget. IT Reserve - 661 Statement of Financial Operating Data Nine Months Ended March 31, 2010 Year to Date Budget Actual Variance FY % Coll. % Revised Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 350,938 $ 373,691 $ 22,753 100% nla $ 350,938 $ 373,691 $ 22,753 Revenues Interest 1,500 4,323 2,823 75% 216% 2,000 5,600 3,600 IT Reserve Charges 175,500 175,507 7 75% 75% 234,000 234,000 Transfer In -General Fund 75% 0% a) 90,000 90,000 - Total Revenue 177,000 179,830 TOTAL RESOURCES REQUIREMENTS: Expenditures Materials and Services Capital Outlay Contingency 2,830 75% 55% 326,000 329,600 3,600 527,938 553,520 25,582 75% 82% 676,938 703,291 26,353 Exp. % 367,493 47,026 320,467 75% 10% b) 489,990 489,990 79,500 37,202 42,298 75% 35% b) 106,000 106,000 - 60,711 60,711 75% 0% 80,948 - 80,948 TOTAL REQUIREMENTS 507,704 84,228 423,476 75% 12% 676,938 595,990 80,948 NET (Resources - Requirements) 20,235 469,293 449,058 - 107,301 107,301 Beginning NWC per Requested Budget 161,896 a) Supplemental Budget - Transfer In from General Fund to be expended for Sharepoint Software. Transfer will be made April 15. b) Beg NWC must have been projected based on M&S and Capital Outlay actual expenditures at less than budget.