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HomeMy WebLinkAbout2008-02-25 Work Session Minutes{ Deschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org MINUTES OF WORK SESSION DESCHUTES COUNTY BOARD OF COMMISSIONERS MONDAY, FEBRUARY 25, 2008 Present were Commissioners Dennis R. Luke, Tammy Melton and Michael M Daly. Also present were Dave Kanner, County Administrator; Erik Kropp, Deputy County Administrator; David Inbody, Assistant to the County Administrator; Anna Johnson, Communications; Teresa Rozic, Property Manager; Marty Wynne, Finance; media representative Hillary Borrud of The Bulletin; and six other citizens. Chair Luke opened the meeting at 3:30 p.m. 1. Tax/Finance Update. Marty Wynne explained that the yield is high overall because the County invested in 18 -month securities last year, and the pool is still higher than other investments. A reduction of 50% is being budgeted for the next fiscal year. That gives time to adjust and to budget for change. The CPI came in at about what was expected. Revenue projects will be $900,000 under budget, but beginning net working capital may be higher than the current year. Some departments are holding some positions open at this point, which represents a savings. The net budgetary requirements for CDD is over $1.1 million. January was a poor month. A loss of about $300,000 resulted from non -activity during the month of January. There is a policy question regarding what is required to be in place and whether it is smart to lose trained personnel. It is hard to project out what revenue will be for the next six months, and whether reserves should be spent. Dave Kanner added that staff is needed to handle long-range planning projects as well. Minutes of Administrative Work Session Monday, February 25, 2008 Page 1 of 6 Pages Thus far, no money has been received form the City regarding the Bethlehem Inn loan. Commissioner Luke asked for further information regarding the Budget process, in particular Parole & Probably and the Sheriff and the split of State funding. Commissioner Melton said that she doesn't want it to get to the point where they have to make a policy decision and there's no time to talk about it. Mr. Kanner stated that in his opinion, they are not nearly close enough to make these types of policy changes. 2. Discussion of Cable Franchise Agreements. Commissioner Melton expressed concern that this is not a good time to add a franchise fee, as it could be a hardship for some citizens. Mr. Kanner said that perhaps the franchise fee could be implemented with 90 days' notice, and the County could delay enacting it. The agreement would already be in place but the Board would have to take a separate action to implement it. Commissioner Luke is worried about the upcoming 911 levy passage and other entities that need public funding. The franchise agreement would still provide that the cable company televise Board meetings, but there is an ongoing expense for having someone run the equipment at each meeting. It was planned that franchise fee revenue would pay for this. The cost could be $25,000 per year plus the original expense of purchasing the equipment, which may cost $50,000. The Board was supportive of implementing the agreement but the fee would not yet be imposed. 3. Review of Revised Community Grant Process. The process for funding objectives and criteria for considering grant applications were discussed. Commissioner Luke asked if there is a way to get answers to groups as soon as possible so they can continue their respective budget processes. Mr. Kanner said that one question they have struggled with is whether organizations should receive lottery grant funds for ongoing operations. There are four choices that would complement work done by the County. Commissioner Luke stated that some may not fit into one of the four categories and he doesn't want to eliminate those that can be important to the County in certain circumstances. Minutes of Administrative Work Session Monday, February 25, 2008 Page 2 of 6 Pages Mr. Kanner stated that many of these groups provide services that the County would have to provide if the group was not there, or otherwise are service providers. He suggested $150,000 go to the Board, $300,000 go for budgeted grants, and $50,000 in the fund for future emergencies. $100,000 goes to EDCO and $106,000 goes to Parole & Probation, and there are internal service expenses to consider. Commissioner Melton said that it appears the same groups are always funded, and many of those groups also receive funds from the United Way. Some agencies may find it difficult to apply or don't fit into the categories. Commissioner Luke stated he doesn't have a problem funding some groups that are already receiving United Way funding. Commissioner Melton said that some groups may not remain solvent without a good donor base established. Mr. Kanner said that many groups rely on in-kind donations but may not have a big budget. A grant from the County can make a big difference in this situation. The economic development grant usually is for under $5,000. The budgeted grants are for larger amounts but a smaller number of groups. Commissioner Melton would like to address the recreational non-profit agencies such as pay to play, and 4-H. Commissioner Luke said that 4-H is a small, focused group and grants should be open to entities with a larger constituency, fulfilling basic needs. Commissioner Daly said that there are groups that won't fit the criteria that perhaps the Board would want to consider. He suggested a fifth choice be added to at least leave it open for discussion. Commissioner Luke stated they could try the revised program for a while and see how it works. In regard to using funds for operations, the question was discussed but no decision made. There are too many variables, per Commissioner Luke. Mr. Kanner said that a committee should be formed to review the applications and make recommendations. Minutes of Administrative Work Session Monday, February 25, 2008 Page 3 of 6 Pages 4. Discussion of South County Financial Assistance Advisory Committee Charter. Dave Kanner referred to a memo regarding the committee (a copy is attached for reference). The Board has discussed this matter several times but had not yet taken a vote on the charter. There was a small change made to the proposed charter. The committee will be meeting in the near future. The first five bullet points are not open for discussion; these are determinations that have been made by the DEQ. Discussion occurred regarding a time limit and if there is one for the Committee to make its decisions regarding financing. Commissioner Daly said there has to be a time limit or it will never begin. David Inbody stated that the consultant recommended 90 days so the committee will do a good job of managing its time. The committee needs to look at the draft language of the local rule to make sure it adequately addresses alternate systems, if that is a concern of the committee. Dave Kanner said this could be added to the questions asked of the committee. Citizen Darryl Hughes asked if local rule passes, when will the systems start monitoring how it is being done. Commissioner Luke stated there are companies that do monitoring. Mr. Hughes clarified that he is wondering how they will check the aquifer to determine if there is improvement. Commissioner Baney said that testing has a timeline. Mr. Kanner said that the testing is not triggered by the number of systems that are installed. One theory is that the cost of the systems will go down as they become more commonplace. Staff has recommended ten years to complete the process. The USGS suggested testing at intervals during that timeframe. A question was raised regarding the timing of the implementation of the local rule, should it be adopted. Commissioner Luke stated that DEQ has said that doing nothing is not an option, and the County, on behalf of the State, has to act or DEQ will take over. Comments on the local rule will be sought but action needs to be taken. Ed Criss stated that if the committee looks at alternatives, would these include cluster systems and sewer. Mr. Kanner stated that he believes this language would be included and any alternative would be considered as long as it is equa I or better at reducing nitrate levels. Minutes of Administrative Work Session Monday, February 25, 2008 Page 4 of 6 Pages DALY: Move adoption of the charge to the committee as discussed. MELTON: Second. VOTE: MELTON: Yes. DALY: Yes. LUKE: Chair votes yes. 5. Requests for Economic Development Grant F • 4-H Leaders' Association — Five C's Project granted $1,000 each. • Big Brothers Big Sisters of Central Oregon — the Commissioners granted $500 each. unds. — the three Commissioners 2008 Bowl for Kids' Sake — 6. Other Items. The Thornburgh Resort appeal has been remanded to the County, and a hearing could be held the morning of March 19 to address this issue. The Board indicated this is acceptable. Commissioner Baney said that Robert Ray had requested information on the South County groundwater situation and was charged $27 for it. It was learned that the information is now available on line and she feels that this charge should be refunded to him as a good faith gesture. Commissioner Luke is concerned about setting precedence. The Bulletin asks for a waiver of fees almost every time they request public information. Commissioner Daly agreed that this would set precedence and is concerned about allowing this type of waiver even though the amount is not very much. Commissioner Daly said that Ochoco Health Systems does not want to take on the La Pine clinic. The funds are available, however, and the Steffeys may be able to become an FQHC themselves in order to save the grant for La Pine. This would allow the Steffeys to stay in business. The County is not liable as it is a federal grant and the Steffeys would have to go through the federal process. The County did grant $50,000 earlier to do the study to determine the needs of the community. However, it was a grant and not a loan that would need to be repaid, and did result in the FQHC grant. Minutes of Administrative Work Session Monday, February 25, 2001,, Page 5 of 6 Pages Commissioner Luke stated that funding for Mary's Place was addressed in a memo from Judge Sullivan. Commissioner Melton said that he would like some court fees raised to ensure sustainability of Mary's Place. This is a fee of $15 that divorcing couples pay at the time they file. It can be raised as a part of the fee schedule. Regarding the LPSCC agenda, Commissioner Baney asked about the Parole and Probation/Sheriff's Office funding split. She would like to focus just on the report and not look into potential changes to the funding split. The Board was asked for a letter of support from Housing Works for Barbara's Place in Redmond. The Commissioners were supportive. The Board was asked for a letter of support for Crest Butte apartments being turned into affordable housing. The Commissioners were supportive. Being no further discussion, the meeting adjourned at 3:35 p.m. DATED this 25th Day of February 2008 for the Antes County Board of Commissioners. ATTEST: Recording Secretary Dennis R. Lukes . it Tammy (Baney) Melton, Vice Chair Mic ael a y, mmissioner Minutes of Administrative Work Session Page 6 of 6 Pages Monday, February 25, 2008 TES to -1 Deschutes County Board of Commissioners 0 C 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org WORK SESSION AGENDA DESCHUTES COUNTY BOARD OF COMMISSIONERS 1:30 P.M., MONDAY, FEBRUARY 25, 2008 1. Tax/Finance Update — Marty Wynne 2. Discussion of Cable Franchise Agreements 3. Review of Revised Community Grant Process — David Inbody 4. Discussion of South County Financial Assistance Advisory Committee Charter — David Inbody 5. Requests for Economic Development Grant Funds: • 4-H Leaders' Association — Five C's Project • Big Brothers Big Sisters of Central Oregon — 2008 Bowl for Kids' Sake 6. Other Items PLEASE NOTE: At any time during this meeting, an executive session could be called to address issues relating to ORS 192.660(2) (e), real property negotiations; ORS 192.660(2) (h). pending or threatened litigation; or ORS 192.660(2) (b), personnel issues Meeting dates, times and discussion items are subject to change. All meetings are conducted in the Board of Commissioners' meeting rooms at 1300 NW Wall St., Bend, unless otherwise indicated. If you have questions regarding a meeting, please call 388-6572. Deschutes County meeting locations are wheelchair accessible. Deschutes County provides reasonable accommodations for persons with disabilities. For deaf, hearing impaired or speech disabled, dial 7-1-1 to access the state transfer relay service for TTY. Please call (541) 388-6571 regarding alternative formats or for further information. IJe (tel. 4 Ccol C ,ss got( A7-,via-e-dezroi.0 i‘lnote.i..560) Er , k %<(. Monthly Meeting with Board of Commissioners Finance Director/Treasurer AGENDA February 25, 2008 (1) Monthly Investment Report (2) January 2008 Financial Statements eschutes ount CO 0 N' LInvestment Income L Fiscal Year 2007-08 0) H . CO M CO - CO Cf) N M CD - 0 oca Total Investment Income 510,321 3,373,348 Less Fee: 5% of Invest. Income (25,516) (168,667) Investment Income - Net $ 484,805 $ 3,204,681 CO o c 0 IL Investments By County Function General $127,590,142 Total Investments $127,590,142 �' . kg • . r . _• . 1 1 1 • Li . . I • u -1 1 =� 0 0 0 ee o N t0 O O O N 0) ti O N O `7 rivo"")0 O O .--- N O I�. CD O CO ' CO ' V O U) I -to O f- N-- 0) O O M u O in r Ll) O fA u) a(i) 0_ N U fV 4= o N E 0 E a E E) U. S. 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Cil f�'I f�'1', TREASURERINVESTMENTS Q U',a' a m:-, CO Z >',m a'U. 0,a' Q m(0:Q0JaaVIUl I-0ru.m (I, c N: U 0 :. m -5 N i 0 N mU?u.Y �jmm E o� .c � Cy dal, c ❑ �> 0 m 0 0 J 00000(0U) ! n Y c m Memorandum Date: February 19, 2008 To: Board of County Commissioners Dave Kanner, County Administrator From: Marty Wynne, Finance Director RE: Monthly Financial Reports Attached please find January 2008 financial reports for the following funds: General (001), Community Justice — Juvenile (230), Sheriffs (255, 701, 702), Health (259), Mental Health (275), Community Development (295), Road (325), Community Justice — Adult (355), Commission on Children & Families (370-399), Solid Waste (610), Insurance Fund (670), Health Benefits Trust Fund (675) and 9-1-1 (705). The projected information has been reviewed and updated, where appropriate, by the respective departments. Cc: All Department Heads GENERAL FUND Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY % CoII. % Revised Budget Year End Projection Variance Variance RESOURCES: Beg. Net Working Capital $ 5,920,000 $ 6,713,253 $ 793,253 100% 113% $ 5,920,000 $ 6,713,253 $ 793,253 13% Revenues Property Taxes 10,822,000 16,489,830 5,667,830 58% 89% 18,552,000 18,665,230 113,230 1% Gen. Rev. - excl. Taxes 1,473,835 1,817,427 343,592 58% 72% a) 2,526,574 2,526,574 0% Assessor 628,349 778,528 150,179 58% 72% b)c) 1,077,170 967,000 (110,17(1) -10% County Clerk 1,330,058 963,475 (366,583) 58% 42% d) 2,280,100 1,510,100 (770,00(1) -34% BOPTA 10,187 13,475 3,288 58% 77% b) 17,464 17,464 0% Board of County Comm. 58 238 180 58% 238% 100 238 13E 138% District Attorney 159,483 160,774 1,291 58% 59% e) 273,400 315,000 41,60(! 15% Finance/Tax 145,743 180,831 35,088 58% 72% b) 249,845 249,845 0% Veterans 42,000 35,413 (6,587) 58% 49% f) 72,000 72,000 0% Property Management 49,583 51,581 1,998 58% 61% 85,000 87,000 2,000 2% Grant Projects 1,167 1,169 2 58% 58% 2,000 2,000 - 0% Total Revenues 14,662,463 20,492,741 5,830,278 58% 82% 25,135,653 24,412,451 (723,202) -3% TOTAL RESOURCES 20,582,463 27,205,994 6,623,531 58% 88% 31,055,653 31,125,704 70,051 REQUIREMENTS: Expenditures Assessor 2,199,232 1,954,477 244,755 58% 52% g) 3,770,112 3,470,112 300,000 County Clerk 942,116 769,708 172,408 58% 48% h) 1,615,056 1,390,056 225,000 Exp. 0% 8% 14% BOPTA 38,509 33,164 5,345 58% 50% 66,016 56,000 10,016 15% BOCC 453,238 405,760 47,478 58% 52% 776,979 720,979 56,000 7% District Attorney 2,675,668 2,469,094 206,574 58% 54% i) 4,586,859 4,310,859 276,000 6% Finance/Tax 495,395 479,036 16,359 58% 56% 849,249 845,766 3,483 0% Veterans 169,958 113,244 56,714 58% 39% 291,356 241,356 50,000 17% Property Management 142,316 129,446 12,870 58% 53% i) 243,970 228,970 15,000 6% Grant Projects 56,560 55,682 878 58% 57% 96,960 96,960 0% Non -Departmental 2,603,774 3,692,603 (1,088,829) 58% 83% j) 4,463,612 4,463,612 0% Contingency 905,322 905,322 58% n/a k) 1,551,980 1,551,980 100% 10,682,088 10,102,214 579,874 58% 55% 18,312,149 15,824,670 2,487,479 14% Transfers Out 7,168,294 7,101,614 66,680 58% 58% 12,288,504 12,288,504 0% TOTAL REQUIREMENTS 17,850,382 17,203,828 646,554 58% 56% 30,600,653 28,113,174 2,487,479 8% NET (Resources - Requirements) 2,732,081 10,002,166 7,270,085 * 455,000 3,012,530 2,557,530 a) Receipts of Cigarette Tax and Liquor Revenue trending higher than anticipated. b) A&T grant payment received quarterly. Three quarterly payments received through 1-31-08. c) Revenue projection reduction for GIS transfer funds related to a GIS project that may be discontinued. (See footnote g.) d) Projection adjustment based on trending of Filing & Recording Fees. e) Additional revenues expected from the Department of Justice HIDTA grant. f) Payments received quarterly. Two quarterly payments received through 1-31-08. g) Projection adjusted $100,000 for salary savings and $75,000 for costs that will not be incurred if GIS project is discontinued. h) Planned expenditure for September election and for capital outlay will not occur. i) Personnel services expenditures will be less than amount appropriated. j) $3,160,000 short-term loan to Fund 457 "Jamison Acq and Remodel" included in YTD Actual, Revised Budget and Year End Projection. Reported as an expenditure in accordance with GAAP for governmental accounting. k) The Contingency in the Adopted Budget was $5,192,855. The decrease of $3,640,875 is due to (1) an appropriation transfer of $205,000 to the Fair & Expo Construction Fund, (2) an appropriation transfer of $25,875 to General Fund -Veterans' Department (3) an appropriation transfer of $250,000 to Bethlehem Inn Fund (128) and appropriation transfer for Loan to Fund 457. * The net of $455,000 is due to transferring $205,000 of appropriation to the Fair & Expo Construction Fund and $250,000 of appropriation to Bethlehem Inn Fund COMM JUSTICE -JUVENILE Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY % Coll. % Revised Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 900,000 $ 987,986 $ 87,986 100% 110% $ 900,000 $ 987,986 $ 87,986 Revenues Federal Grants 113,940 69,348 (44,592) 58% 36% a) 195,325 195,325 SB #1065 -Court Assess. 28,000 35,797 7,797 58% 75% 48,000 64,000 16,000 State Miscellaneous 2,680 (2,680) 58% 0% b) 4,594 (4,594) Discovery Fee 5,833 8,971 3,138 58% 90% c) 10,000 16,000 6,000 Food Subsidy 22,750 19,062 (3,688) 58% 49% d) 39,000 39,000 - Juvenile Crime Prevention 157,728 148,240 (9,488) 58% 55% a) 270,391 296,480 26,089 Inmate/Prisoner Housing 46,667 36,300 (10,367) 58% 45% e) 80,000 60,000 (20,000) Inmate Commissary Fees 700 243 (457) 58% 20% 1,200 600 (600) Contract Payments 387,749 250,949 (136,800) 58% 38% f) 664,712 430,358 (234,354) Miscellaneous 292 150 (142) 58% 30% 500 300 (200) Program Fees 176 176 58% n/a 176 176 MIP Diversion Fees 2,333 1,050 (1,283) 58% 26% 4,000 1,600 (2,400) Interest on Investments 21,000 35,471 14,471 58% 99% 36,000 60,000 24,000 Leases 20,250 10,468 (9,782) 58% 30% g) 34,714 12,574 (22,140) Grants - Private 2,003 2,003 58% n/a 2,003 2,003 Level 7 73,406 52,705 (20,701) 58% 42% a) 125,839 105,409 (20,430) Total Revenues 883,328 670,933 (212,395) 58% 44% 1,514,275 1,283,825 (230,450) Transfers In -General Fund 3,461,047 3,461,047 - 58% 58% 5,933,223 5,933,223 TOTAL RESOURCES 5,244,375 5,119,966 (124,409) 58% 61% 8,347,498 8,205,034 (142,464) REQUIREMENTS: Expenditures Community Justice -Juvenile Personal Services Exp. % 1,519,894 1,468,606 51,288 58% 56% h) 2,605,532 2,590,000 15,532 Materials and Services 1,083,632 815,744 267,888 58% 44% i) 1,857,654 1,600,000 257,654 Capital Outlay 58 58 58% 0% 100 100 Juvenile Resource Center Personal Services 1,733,613 1,603,118 130,495 58% 54% h) 2,971,908 2,740,000 231,908 Materials and Services 137,992 110,098 27,894 58% 47% 236,557 185,000 51,557 Capital Outlay 58 58 58% 0% 100 100 Contingency 394,127 394,127 58% n/a 675,647 675,647 TOTAL REQUIREMENTS 4,869,374 3,997,566 871,808 58% 48% 8,347,498 7,115,000 1,232,498 NET (Resources - Requirements) 375,001 1,122,400 747,399 - 1,090,034 1,090,034 a) Reimbursements requested quarterly. Federal grants are expected to be fully realized by fiscal year end. Juvenile Crime Prevention and Level 7 projections adjusted for funding changes by the State finalized in August. b) Amount budgeted received in FY 2007. c) Requests for discovery documents are higher than anticipated. d) Reimbursement requested one month in arrears. Anticipate total budgeted amount to be received by year end. e) Due to increased population of in -county youth (WellSpring Program), housing available for out -of -county youth decreased resulting in a decline in revenues from this source. Since the discontinuance of the WellSpring Program (August 31st), out -of -county youth population and associated revenues are increasing and should meet the new projection figure. f) Billing to DHS is generated in succeeding month with payments being received 8-10 weeks after billing. Projection adjusted for elimination of WellSpring Program. g) Lessee (Trillium) moved out early in the fiscal year. Revenue projection decreased to reflect termination of lease. h) Projection adjusted for salary savings from unfilled positions and estimated savings on Resource Center on-call personnel. i) Projection adjusted to reflect reduction in anticipated expenditures including DHS match for WellSpring Program. RESOURCES: Beg. Net Working Capital Revenues Law Enf Dist Countywide Law Enf Dist Rural Interest Total Revenues TOTAL RESOURCES SHERIFF - Revenue Detail Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY % Coll. % $ 2,562,148 10,755,939 7,062,018 Revised Year End Budget Projection Variance $ 2,648,830 $ 86,682 100% 103% $ 2,562,148 $ 2,648,830 $ 86,682 9,190,024 6,468,788 54,056 (1,565,915) (593,230) 54,056 17,817,957 15,712,868 (2,105,089) 58% 58% 58% 58% 50% a) 18,438,752 16,457,050 (1,981,702) 53% a) 12,106,316 11,059,849 (1,046,467) n/a 54,056 54,056 51% 30,545,068 27,570,955 (2,974,113) 20,380,105 18,361,698 (2,018,407) 58% 55% 33,107,216 30,219,785 (2,887,431) REQUIREMENTS: EXPENDITURES & TRANSFERS Sheriffs Division 1,278,408 Civil 386,942 Automotive/Communications 746,553 Investigations/Evidence 1,210,581 Patrol/Civil/Comm Supp 4,308,842 Records 339,036 Adult Jail 5,091,190 Court Security 141,377 Emergency Services 79,459 Special Services Division 438,491 Regional Work Center 2,119,816 Training Division 114,502 Non -Departmental 1,625,683 Contingency 1,402,500 Transfers Out 29,167 1,001,760 386,772 745,239 1,220,232 4,146,860 339,880 4,461,544 111,991 79,069 437,738 2,296,657 104,874 2,600,557 276,648 170 1,314 (9,651) 161,982 (844) 629,646 29,386 390 753 (176,841) 9,628 (974,874) 1,402,500 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% Exp. % 46% b) 58% 58% c) 59% 56% d) 58% 51% e) 46% 58% 58% 63% 53% 93% n/a 25,000 4,167 58% 50% TOTAL REQUIREMENTS 19,312,547 NET (Resources - Requirements) 17,958,173 1,354,374 58% 1,067,558 403,525 (664,033) 54% 9) f) h) 9) 2,191,557 663,327 1,279,803 2,075,281 7,386,586 581,205 8,727,754 242,360 136,215 751,698 3,633,970 196,289 2,786,885 2,404,286 1,958,093 233,464 663,327 1,251,140 2,075,281 7,149,519 573,977 8,135,454 229,959 136,115 1,526,167 3,396,938 200,248 2,873,567 50,000 50,000 28,663 237,067 7,228 592,300 12,401 100 (774,469) 237,032 (3,959) (86,682) 2,404,286 33,107,216 30,219,785 2,887,431 RESOURCES: Beg. Net Working Capital Total Revenues TOTAL RESOURCES REQUIREMENTS: Sheriffs Services Personnel Materials & Services Capital Outlay Total Sheriffs Services Civil Personnel Materials & Services Capital Outlay Total Civil Automotive/Communications Personnel Materials & Services Capital Outlay Total Automotive/Communications Investigations/Evidence Personnel Materials & Services Capital Outlay Total Investigations/Evidence Patrol/Civil/Comm Support Personnel Materials & Services Capital Outlay Total Patrol/Civil/Comm Supp Records Personnel Materials & Services Capital Outlay Total Records Adult Jail Personnel Materials & Services Capital Outlay Total Adult Jail Court Security Personnel Materials & Services Capital Outlay Total Transport/Court Security Emergency Services Personnel Materials & Services Capital Outlay Total Emergency Services Special Services Personnel Materials & Services Capital Outlay Total Special Services Regional Work Center Personnel Materials & Services Capital Outlay Total Regional Work Center Training Personnel Materials & Services Capital Outlay Total Training Non -Departmental Materials & Services Transfers Out Contingency Total Non -Departmental Total Requirements NET (Resources - Requirements) SHERIFF -Expenditure Detail Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY CoII. % Revised Budget Year End Projection Variance $ 2,562,148 $ 2,648,830 $ 86,682 100% 103% $ 2,562,148 $ 2,648,830 $ 86,682 17,817,957 15,712,868 (2,105,089) 58% 51% 30,545,068 27,570,955 (2,974,113) 20,380,105 18,361,698 (2,018,407) 58% 55% 733,648 433,927 110,833 1,278,408 331,020 33,171 22,750 386,941 193,107 542,653 10,792 746,552 1,042,881 153,116 14,583 1,210,580 3,844,299 298,293 166,250 4,308,842 301,803 37,175 58 339,036 4,094,814 808,122 188,254 5,091,190 115,927 7,950 17,500 141,377 601,840 131,808 399,920 34,007 110,833 1,001,760 276,648 331,731 23,851 31,190 386,772 168,287 568,452 8,500 745,239 1,053,683 141,556 24,993 1,220,232 3,619,699 304,917 222,244 4,146,860 (711) 9,320 (8,440) 169 24,820 (25,799) 2,292 1,313 (10,802) 11,560 (10,410) (9,652) 224,600 (6,624) (55,994) 161,982 289,374 12,429 50,506 (13,331) 58 339,880 (844) 3,709,249 705,061 47,234 4,461,544 107,908 4,083 111,991 67,770 66,351 11,631 12,718 58 79,459 79,069 367,562 53,429 17,500 438,491 1,100,818 219,014 799,983 2,119,815 82,896 31,547 58 114,501 1,625,683 29,167 1,402,500 3,057,350 19,312,542 361,604 51,426 24,708 437,738 808,316 78,582 1,409,759 2,296,657 91,241 13,633 104,874 2,600,557 25,000 2,625,557 17,958,173 385,565 103,061 141,020 629,646 8,019 3,867 17,500 29,386 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 1,419 58% (1,087) 58% 58 58% 390 5,958 58% 2,003 58% (7,208) 58% 753 292,502 140,432 (609,776) (176,842) (8,345) 17,914 58 9,627 (974,874) 4,167 1,402,500 431,793 1,354,369 1,067,563 403,525 (664,038) 58% 58% 58% 58% 58% 58% Exp. 48% 54% 0% 58% 42% 80% 51% 61% 46% 59% 54% 100% 55% 60% 78% 56% 79% 0% 53% 51% 15% 54% 30% 0% 33,107,216 30,219,785 (2,887,431) 1,257,683 743,874 190,000 2,191,557 567,462 56,865 39,000 663,327 331,041 930,262 18,500 1,279,803 1,787,796 262,485 25,000 2,075,281 6,590,227 511,359 285,000 7,386,586 517,377 63,728 100 581,205 7,019,681 1,385,352 322,721 8,727,754 198,732 13,628 30,000 242,360 1,063,251 194,432 704,842 39,032 190,000 1,958,093 233,464 567,462 56,865 39,000 663,327 302,378 28,663 930,262 18,500 1,251,140 28,663 1,787,796 262,485 25,000 2,075,281 6,353,160 237,067 511,359 285,000 7,149,519 237,067 504,320 13,057 69,657 (5,929) 100 573,977 7,228 6,668,868 350,813 1,385,352 - 81,234 241,487 8,135,454 592,300 189,830 8,902 13,628 - 26,501 3,499 229,959 12,401 57% 116,177 116,177 64% 19,938 19,938 0% 100 136,215 136,115 57% 56% 82% 43% 21% 103% 64% 25% 0% 630,106 91,592 30,000 751,698 1,887,117 375,453 1,371,400 3,633,970 142,108 54,081 100 196,289 100 100 630,106 91,592 804,469 (774,469) 1,526,167 (774,469) 1,552,190 335,636 1,509,112 3,396,938 334,927 39,817 (137,712) 237,032 160,407 (18,299) 39,741 14,340 100 200,248 (3,959) 58% 93% 2,786,885 2,873,567 (86,682) 58% 50% 50,000 50,000 58% n/a 2,404,286 - 2,404,286 5,241,171 2,923,567 2,317,604 58% 54% 33,107,216 30,219,785 2,887,431 Sheriff Notes Statement of Financial Operating Data Seven Months Ended January 31, 2008 a) Projection reflects adjustment for actual expenditures reimbursed. b) Labor expenses will be Tess than appropriated due to not filling the open Undersheriff position and and hiring delays in other open positions. Professional services will be Tess than appropriated for the year. c) Personnel expenditures will be less than appropriated for the year due delay in hiring the new auto mechanic. d) One open patrol deputy position projected to be filled in February. Personnel expenditures for the year will be less than appropriated due to delays in filling open position during the year. e) Year to Date variance due to unfilled Corrections deputy positions. Expect all open positions to be filled by March. Personnel expenditures projected to be less than appropriated. Capital Outlay expenditures will be Tess than appropriated due to timing; expenditures for the jail control system equipment replacement will not occur until next fiscal year. f) Year to Date variance due to delay of filling opera positions at the Work Center. Personnel and Materials & Services expenditures will be below budget for the year but will be partially offset by higher than planned Capital Outlay for the approved change orders on the building renovation. g) Year End Projection includes $779,000 for equipment at the Mt. Bachelor radio site for Search & Rescue. Appropriation will be transferred from Contingency. h) Transfer of June 30, 2007 balance to County wide and Rural Law Enforcement Districts included on this line. Year End Projection revised for fiscal year 2006-07 year end adjustments. Sheriff 701 Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY % Coll. % RESOURCES: Beg. Net Working Capital $ - $ $ Revenues 58% n/a Revised Year End Budget Projection Variance $ $ Tax Revenues - Current 8,132,451 12,347,158 4,214,707 58% 89% 13,941,344 13,941,344 - Tax Revenues - Prior 148,423 126,966 (21,457) 58% 50% 254,440 254,440 - Federal Grants - 26,055 26,055 58% n/a a) 26,055 26,055 State Grant 26,341 24,763 (1,578) 58% 55% 45,156 45,156 - Transp. of State Wards 2,917 5,406 2,489 58% 108% 5,000 8,000 3,000 SB 1145 1,168,769 1,633,348 464,579 58% 82% b) 2,003,604 2,177,796 174,192 Des. Cty Video Lottery Grant 204,167 (204,167) 58% 0% c) 350,000 350,000 Des Cty Sheriffs Office 751,121 1,295,648 544,527 58% 101% d) 1,287,636 1,327,064 39,428 Des Cty Court Security 58,337 58,337 58% 58% 100,006 100,006 Des Cty Juvenile Contract 5,600 8,626 3,026 58% 90% 9,600 9,600 Des Cty Parole & Prb Cnt 467 (467) 58% 0% 800 800 Transport - 1,009 1,009 58% n/a 1,009 1,009 Title III Reimbursement - - 58% n/a e) 75,000 75,000 Inmate Commissary Fees 46,667 24,156 (22,511) 58% 30% f) 80,000 80,000 - Work Center Work Crews 43,750 (43,750) 58% 0% g) 75,000 38,400 (36,600) Concealed Handgun Classes - 1,600 1,600 58% n/a 1,600 1,600 Soc Sec Incentive -Fed 2,333 3,600 1,267 58% 90% 4,000 4,000 Miscellaneous 7,875 1,597 (6,278) 58% 12% 13,500 13,500 Medical Services Reimb 9,800 4,984 (4,816) 58% 30% 16,800 16,800 Restitution 613 211 (402) 58% 20% 1,050 1,050 Sheriff Fees 89,609 95,407 5,798 58% 62% 153,615 153,615 Interest 52,500 42,169 (10,331) 58% 47% h) 90,000 90,000 Interest on Unsegregated 4,200 7,002 2,802 58% 97% 7,200 7,200 Rentals - 25,530 25,530 58% 2553000% 1) 1 43,766 43,765 Donations - 9,395 9,395 58% n/a j) - 9,395 9,395 Total Revenues 10,755,940 15,742,967 4,977,632 58% 85% 18,438,752 18,775,596 336,844 TOTAL RESOURCES 10,755,940 15,742,967 4,977,632 58% 85% 18,438,752 18,775,596 336,844 REQUIREMENTS: EXPENDITURES & TRANSFERS Materials and Services 10,755,940 Exp. % 9,190,024 1,565,916 58% 50% k) 18,438,752 16,457,050 1,981,702 TOTAL REQUIREMENTS 10,755,940 9,190,024 1,565,916 58% 50% 18,438,752 16,457,050 1,981,702 NET (Resources - Requirements) 6,552,943 6,543,548 - 2,318,546 2,318,546 a) Department of Justice payment for inmate services. b) Projection adjusted for increase in 2007-09 State Budget Grant Allocation. Actual amount includes three quarterly payments. c) Contribution toward Work Center remodel. d) Allocation of beginning net working capital from Sheriffs Fund. Projection revised for fiscal year 2006-07 year end adjustments. e) Title III approved allocation to Sheriffs Office. f) Year to date variance due to timing of revenue from inmate phone service provider (GTI) and commissary purchases. g) Revenue from work crews is planned in the fourth quarter after the work center reopens in March 2008. h) Interest variance reflects timing of property tax revenue. Anticipate interest revenue to equal budget by fiscal year end. Sheriff 702 Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY % Coll. % RESOURCES: Beg. Net Working Capital $ $ $ Revenues 58% n/a Revised Year End Budget Projection Variance Tax Revenues - Current 3,931,666 6,035,954 2,104,288 58% 90% 6,740,000 6,740,000 - Tax Revenues - Prior 70,939 124,886 53,947 58% 103% 121,610 154,886 33,276 Federal Grants 10,792 10,455 (337) 58% 57% a) 18,500 18,500 US Forest Service 42,000 30,000 (12,000) 58% 42% 72,000 72,000 State Grant 46,312 35,003 (11,309) 58% 44% 79,392 79,392 - SB #1065 Court Assessment 24,792 35,797 11,005 58% 84% b) 42,500 67,000 24,500 Marine Board License Fee 57,717 - (57,717) 58% 0% c) 98,944 98,944 Narcotic Task Force 64,167 55,000 (9,167) 58% 50% d) 110,000 110,000 Des Cty General Fund Grnt 213,061 (213,061) 58% 0% e) 365,247 365,247 Des Cty Transient Room Tax 1,332,773 1,332,773 58% 58% 2,284,753 2,284,753 - Des Cty Other Grant 35,282 (35,282) 58% 0% f) 60,483 156,000 95,517 Des Cty Sheriffs Office 743,465 1,290,475 547,010 58% 101% g) 1,274,512 1,321,766 47,254 City of Sisters 229,399 229,399 58% 58% 393,255 393,255 Des Cty Tax/Fin Contract 1,604 2,140 536 58% 78% h) 2,750 2,750 Des Cty CDD Contract 30,062 (30,062) 58% 0% h) 51,535 51,535 Des Cty Solid Waste Cntrt 30,062 (30,062) 58% 0% i) 51,535 51,535 Des Cty Clerk/Election 1,750 755 (995) 58% 25% i) 3,000 3,000 Security & Traffic Reimb 37,625 25,752 (11,873) 58% 40% i) 64,500 64,500 Seat Belt Program 3,500 3,900 400 58% 65% 6,000 6,000 - Miscellaneous 1,605 1,605 58% n/a 2,500 2,500 Sheriff Fees 4,467 4,467 58% n/a 5,000 5,000 Court Fines & Fees 72,917 56,518 (16,399) 58% 45% j) 125,000 85,000 (40,000) Impound Fees 43,750 48,700 4,950 58% 65% 75,000 75,000 - Restitution - Street Crimes 74 74 58% n/a 500 500 Interest 35,000 21,467 (13,533) 58% 36% k) 60,000 60,000 Interest on Unsegregated 2,800 3,506 706 58% 73% 4,800 4,800 - Sale of Equip & Material 583 1,275 692 58% 128% 1,000 1,275 275 Total Revenues 7,062,018 9,349,901 2,287,883 58% 77% 12,106,316 12,275,138 168,822 TOTAL RESOURCES 7,062,018 9,349,901 2,287,883 58% 77% 12,106,316 12,275,138 168,822 REQUIREMENTS: EXPENDITURES & TRANSFERS Materials and Services 7,062,018 Exp. % 6,468,788 593,230 58% 53% I) 12,106,316 11,059,849 1,046,467 TOTAL REQUIREMENTS 7,062,018 6,468,788 593,230 58% 53% 12,106,316 11,059,849 1,046,467 NET (Resources - Requirements) - 2,881,113 2,881,113 - 1,215,289 1,215,289 a) I-IIDTA reimbursements received as billed. Justice Assistance Grant (JAG) to be received in third quarter (January -March 2008). b) Court assessment revenues are higher than anticipated. Projection adjusted to reflect increased in collections. c) Marine board license fees are received in February and June. d) Payments are received after the quarterly progress report is submitted and approved. e) Payment from General Fund occurs in June. f) Portion of court fines and fees collected by Justice Court to be paid in June. Forecast based on FY2007 actual. g) Allocation of beginning net working capital from Sheriffs Fund. Projection revised for fiscal year 2006-07 year end adjustments. h) Departments are billed when services are utilized. i) Organizations and groups are billed when services are utilized. j) Court fines and fees collected by Circuit Courts are Tess than anticipated. Projection adjusted to reflect trend. HEALTH Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY % Coll. Revised Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 600,000 $ 804,209 $ 204,209 100% 134% $ 600,000 $ 804,209 $ 204,209 Revenues Medicare Reimbursement 2,917 1,463 (1,454) 58% 29% a) 5,000 5,000 State Grant 960,444 877,636 (82,808) 58% 53% b) 1,646,476 1,592,314 (54,162) Child Dev & Rehab Center 19,484 8,350 (11,134) 58% 25% c) 33,401 33,401 State Miscellaneous 102,391 75,229 (27,162) 58% 43% d) 175,528 175,528 OMAP 152,775 150,224 (2,551) 58% 57% 261,900 261,900 Family Planning Exp Proj 320,833 224,163 (96,670) 58% 41% e) 550,000 457,000 (93,000) Grants 12,788 (12,788) 58% 0% f) 21,922 21,922 School Districts 8,822 5,943 (2,879) 58% 39% c) 15,123 15,123 Contract Payments/ESD 6,417 (6,417) 58% 0% c) 11,000 11,000 Miscellaneous 210 210 58% n/a - 210 210 Patient Insurance Fees 33,717 52,357 18,640 58% 91% 57,800 86,750 28,950 Health Dept/Patient Fees 112,904 154,219 41,315 58% 80% 193,550 244,375 50,825 Vital Records -Birth 23,333 20,904 (2,429) 58% 52% 40,000 40,000 Vital Records -Death 53,667 54,260 593 58% 59% 92,000 92,000 - Interest on Investments 17,500 23,966 6,466 58% 80% 30,000 40,000 10,000 Donations 6,913 7,073 160 58% 60% 11,850 11,850 Interfund Contract 47,980 35,690 (12,290) 58% 43% g) 82,252 80,795 (1,457) Administrative Fee 7,000 7,000 58% 58% 12,000 12,000 Interfund Grant 20,435 20,206 (229) 58% n/a 35,031 35,031 Total Revenues 1,910,320 1,718,893 (191,427) 58% 52% 3,274,833 3,216,199 (58,634) Transfers In -Reserve Fund 58 (58) 58% 0% 100 (100) Transfers In -General Fund 1,489,533 1,489,033 (500) 58% 58% 2,553,485 2,553,485 TOTAL RESOURCES 3,999,911 4,012,135 12,282 58% 62% 6,428,418 6,573,893 145,475 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS NET (Resources - Requirements) Exp. % 2,491,330 2,320,942 170,388 58% 54% h) 4,270,852 4,121,908 300,000 892,778 720,295 172,483 58% 47% 1,530,477 1,530,477 32,083 32,083 58% 0% 55,000 55,000 87,500 75,000 12,500 58% 50% 150,000 150,000 246,219 - 246,219 58% n/a 422,089 422,089 3,749,910 3,116,237 633,673 58% 48% 6,428,418 5,802,385 777,089 250,001 895,898 645,955 771,508 922,564 a) Medicare payments delayed due to problems with its electronic processing. b) Year End Projection includes amendments 1 through 5. c) Payments received quarterly 30 days after end of quarter. d) YTD Actual includes monthly payments for the Family Planning program staff (L Thistle/K Fost), and a quarterly payment for the Maternal Child Health (MAC match funds). Payments lag a month behind billing period. e) Cash basis - includes July through December. f) Grant to be received before June 30 for Central Oregon Community Investment Board program. g) Service contract with Juvenile Department,$80,795, received quarterly. h) Year End Projection based on prior and projected unfilled positions. RESOURCES: Beg. Net Working Capital Revenues Marriage Licenses MENTAL HEALTH Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY % Coll. Revised Year End Budget Projection Variance $ 2,900,000 $ 2,876,903 $ (23,097) 100% 99% $ 2,900,000 $ 2,876,903 $ (23,097) 3,208 Divorce Filing Fees 93,333 Federal Grants 84,944 State Grants 2,481,689 State Miscellaneous 218,245 Title 19 88,900 Liquor Revenue 61,833 Local Grants 23,333 School Districts 58,333 Mental Health Jail Comp 4,200 Contract Payments 13,459 Miscellaneous 49,650 Patient Insurance Fees 126,875 Patient Fees 13,883 Seizure/Forfeiture Interest on Investments 84,140 Rentals 9,625 Donation 1,167 Interfund Contract 2,333 Administrative Fee 1,430,298 3,365 157 96,151 2,818 27,890 (57,054) 2,342,424 (139,265) 92,298 (125,947) 200,081 111,181 57,636 (4,197) (5,545) (28,878) 20,700 (37,633) 600 (3,600) 4,769 (8,690) 71,456 21,806 128,140 1,265 7,277 (6,606) 20,215 20,215 84,838 698 6,550 (3,075) 7,600 6,433 1,820 (513) 1,430,303 5 Total Revenues 4,849,448 Transfers In -General Fund 853,134 Transfers In -Other 249,779 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 61% 60% 19% a) b) 55% c) 25% d) e) 131% 54% -14% a) 21% f) 8% g) 21% h) 84% 59% 31% n/a i) 59% 40% 380% 46% 58% 5,500 160,000 145,618 4,254,324 374,134 152,400 106,000 40,000 100,000 7,200 23,072 85,114 217,500 23,800 144,240 16,500 2,000 4,000 2,451,940 5,500 160,000 137,582 (8,036) 4,565,177 310,853 351,175 (22,959) 225,000 72,600 106,000 25,965 (14,035) 100,000 600 (6,600) 4,800 (18,272) 85,114 217,500 23,800 20,215 20,215 144,240 16,500 7,600 5,600 3,120 (880) 2,451,940 4,598,568 (250,880) 58% 55% 8,313,342 8,651,828 338,486 853,134 248,946 - 58% 58% 1,462,516 1,462,516 (833) 58% 58% 428,193 428,193 TOTAL RESOURCES 8,852,361 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Transfers Out Contingency 8,577,551 (274,810) 58% 65% 13,104,051 13,419,440 315,389 Exp. % 4,368,249 4,090,730 277,519 58% 55% j) 7,488,426 7,013,426 475,000 2,315,001 1,851,279 463,722 58% 47% 3,968,573 3,810,704 157,869 58 58 58% 0% 100 100 87,500 75,000 12,500 58% 50% 150,000 150,000 873,222 873,222 58% n/a 1,496,952 1,496,952 TOTAL REQUIREMENTS 7,644,030 6,017,009 1,627,021 58% 46% 13,104,051 10,974,130 2,129,921 NET (Resources - Requirements) 1,208,331 2,560,542 1,352,211 - 2,445,310 2,445,310 a) Negative variance due to an adjustment for revenue accrued June 30, 2007. b) Grant billing paid quarterly, in arrears. Anticipate receipt of $32,220 in February. c) Projection increased to reflect additional DHS State Grant funding for FY 07/08. Appropriation requests submitted as confirmations are received from the State. d) State miscellaneous YTD actual variance due to historical 30-60 day delay in receiving payment. e) Projected negative variance due to $22,959 reduction in IFS/FSAT grant. f) Services to school districts commence at start of school year and are billed monthly in arrears. g) Estimated budgeted revenue will not be received; services provided to the Jail do not generated additional revenue h) Support service no longer provided to ABHA. i) Revenues are unpredictable and are not included in budget. j) Projection adjusted for unfilled positions. COMMUNITY DEVELOPMENT Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY Coll. % Revised Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 489,444 $ 211,661 $ (277,783) 100% 43% $ 489,444 $ 211,661 (277,783) Revenues Admin -Operations 45,602 20,459 (25,143) 58% 26% a) 78,175 40,000 (38,175) Admin -GIS 4,667 1,534 (3,133) 58% 19% b) 8,000 2,800 (5,200) Admin -Code Enforcement 248,763 162,457 (86,306) 58% 38% c) 426,450 310,000 (116,450) Building Safety 1,439,638 899,546 (540,092) 58% 36% c) 2,467,950 1,700,000 (767,950) Electrical 352,275 241,068 (111,207) 58% 40% c) 603,900 450,000 (153,900) Contract Services 456,458 357,836 (98,622) 58% 46% 782,500 640,000 (142,500) Env Health -On Site Prog 558,513 268,438 (290,075) 58% 28% c) 957,450 600,000 (357,450) Env Health-Lic Facilities 318,763 490,531 171,768 58% 90% d) 546,450 546,450 Env Health Drinking H2030,333 24,182 (6,151) 58% 47% e) 52,000 52,000 EPA Grant 90,810 78,207 (12,603) 58% 50% e) 155,675 155,675 Planning -Current 905,013 710,834 (194,179) 58% 46% c) 1,551,450 1,300,000 (251,450) Planning -Long Range 416,704 224,598 (192,106) 58% 31% c) 714,350 600,000 (114,350) Total Revenues 4,867,539 3,479,690 (1,387,849) 58% 42% 8,344,350 6,396,925 (1,947,425) Trans In -CDD Reserve 116,667 (116,667) 58% 0% 200,000 200,000 Trans In -CDD Bldg/Elec 46,164 (46,164) 58% 0% 79,139 79,139 Trans In -General Fund 43,750 37,500 (6,250) 58% 50% 75,000 75,000 Trans In -Other 58 - (58) 0% 0% 100 (100) TOTAL RESOURCES 5,517,400 3,728,851 (1,788,549) 58% 41% 9,188,033 6,883,586 (2,225,208) REQUIREMENTS: EXPENDITURES & TRANSFERS Admin -Operations Division 1,525,512 Admin -GIS Division 177,318 Admin -Code Enforcement 134,033 Building Safety Division 764,663 Electrical Division 252,008 Contract Services 371,736 Env Health -On Site Pgm 345,442 Env Health-Lic Facilities 291,167 Env Health - Drinking H2O 40,492 EPA Grant 72,130 Planning -Current Division 783,576 Planning -Long Range Div 320,840 Contingency 280,771 1,557,857 166,127 101,126 732,490 237,198 340,424 299,244 267,708 39,511 87,578 747,723 263,796 (32,345) 58% 11,191 58% 32,907 58% 32,173 58% 14,810 58% 31,312 58% 46,198 58% 23,459 58% 981 58% (15,448) 58% 35,853 58% 57,044 58% 280,771 58% Exp. % 60% 55% 44% 56% 55% 53% 51% 54% 57% 71% 56% 48% n/a f) f) f) f) g) f) 2,615,163 303,974 229,770 1,310,851 432,013 637,262 592,186 499,143 69,415 123,651 1,343,273 550,011 481,321 2,530,000 300,000 229,770 1,125,000 422,000 545,000 500,000 499,143 69,415 120,000 1,250,000 530,000 85,163 3,974 185,851 10,013 92,262 92,186 3,651 93,273 20,011 481,321 TOTAL REQUIREMENTS 5,359,688 4,840,782 518,906 58% 53% 9,188,033 8,120,328 1,067,705 NET (Resources - Requirements) 157,712 (1,111,931) (1,269,643) h) - (1,236,742) (1,157,503) a) Revenue is low in relation to budget due reduced Addressing Fee, Road Access permits, and earned interest. b) Payments for custom GIS work are received as work is requested. c) Although revenue is seasonal based on development patterns, year end projections are estimated below budget. d) Revenue is received primarily in January and February after license renewal statements are mailed out. e) Payments are received in installments or as billed. f) Year end figures adjusted downward to reflect unfilled vacancies associated with lower permit volume. ROAD Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY Coll. % RESOURCES: Beg. Net Working Capital $ 5,302,706 $ 5,605,930 Revenues System Development Ch 39,083 7,161 Mineral Lease Royalties 25,478 Forest Receipts 1,789,667 3,063,038 State Grant 217,260 372,446 Motor Vehicle Revenue 4,900,000 4,763,105 City of Bend 102,083 220,437 City of Redmond 247,917 310,308 City of Sisters 8,750 43,160 Miscellaneous 29,167 31,285 Road Vacations 583 1,000 Interest on Investments 87,500 159,995 Donations 1,400 2,440 Interfund Contract 526,342 Equipment Repairs 147,175 194,607 Vehicle Repairs 58,333 LID Construction 87,500 Vegetation Management 53,550 Inter -fund: Forester 12,250 Car Washes 1,653 Sale of Eqp & Material 350,000 445,443 Sale of Public Lands 292 132 Revised Year End Budget Projection Variance $ 303,224 100% 106% $ 5,302,706 $ 5,605,930 $ 303,224 Total Revenues 8,658,852 9,641,688 Trans In -Solid Waste 540,750 231,750 Trans In -Road Imp Res 9,135 (31,922) 58% 11% 25,478 58% n/a 1,273,371 58% 100% a) 3,068,000 155,186 58% 100% 372,445 (136,895) 58% 57% 8,400,000 118,354 58% 126% b) 175,000 62,391 58% 73% b) 425,000 34,410 58% 288% b) 15,000 2,118 58% 63% 50,000 417 58% 100% 1,000 72,495 58% 107% 150,000 1,040 58% 102% 2,400 (526,342) 58% 0% c) 902,300 47,432 58% 77% d) 252,300 (58,333) 58% 0% e) 100,000 (87,500) 58% 0% f) 150,000 (53,550) 58% 0% g) 91,800 (12,250) 58% 0% g) 21,000 1,653 58% nia d) - 95,443 58% 74% 600,000 (160) 58% 26% 500 982,836 58% 65% 14,843,745 15,024,047 180,302 67,000 12,300 (54,700) 25,478 25,478 3,063,038 (4,962) 372,446 1 8,400,000 250,000 75,000 425,000 43,160 28,160 50,000 1,000 260,000 110,000 2,440 40 902,300 252,300 100,000 150,000 91,800 21,000 1,653 1,653 600,000 132 (368) (309,000) 58% (9,135) 58% TOTAL RESOURCES 14,511,443 15,479,368 REQUIREMENTS: Expenditures Personal Services 3,296,691 Materials and Services 5,033,559 Capital Outlay 2,417,917 Transfers Out 525,000 Contingency 1,028,815 3,180,730 3,941,647 17,083 25% h) 927,000 695,250 (231,750) 0% i) 15,660 15,660 967,925 58% 69% 21,089,111 21,340,887 251,776 115,961 1,091,912 2,400,834 525,000 1,028,815 TOTAL REQUIREMENTS 12,301,982 7,139,460 NET (Resources - Requirements) 58% 58% 58% 58% 58% Exp. % 56% 46% j) 0% k) 0% n/a 5,651,471 8,628,958 4,145,000 900,000 1,763,682 5,531,813 119,658 7,742,761 886,197 1,281,000 2,864,000 900,000 - 1,763,682 5,162,522 58% 34% 21,089,111 15,455,574 5,633,537 2,209,461 8,339,908 6,130,447 a) Annual payment anticipated to be received in December. b) Billed upon completion of work. c) Payment to be received in June 2007 from Funds 328 & 329. d) Billed to County departments monthly in arrears. e) Payment to be received in June 2007 from Fund 340. f) Payment to be received in June 2007 from Fund 430. 5,885,313 5,885,313 g) Payment to be received in June 2007 from Fund 326. h) Payment to be received quarterly from Solid Waste. Rate increase for transfer postponed until October 1st. i) Payment to be received in June 2007 from Fund 335. j) Seasonal expense includes overlays to occur spring 2008. k) Projection variance reflects funding reserved for Deschutes Junction project. ADULT PAROLE & PROBATION Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY % Coll. % Revised Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 200,000 $ 311,856 $ 111,856 100% 156% $ 200,000 $ 311,856 $ 111,856 Revenues State Grant 1,552,689 1,996,344 443,655 58% 75% 2,661,752 2,661,752 State Miscellaneous 7,758 9,069 1,311 58% 68% 13,300 13,300 Probation Work Crew Fees 29,750 19,759 (9,991) 58% 39% 51,000 37,000 (14,000) Alcohol and Drug Treatment 292 85 (207) 58% 17% a) 500 200 (300) Polygraph Testing 1,400 1,025 (375) 58% 43% 2,400 2,400 Miscellaneous 5,250 2,214 (3,036) 58% 25% b) 9,000 3,000 (6,000) Electronic Monitoring Fee 52,500 65,176 12,676 58% 72% 90,000 100,000 10,000 Probation Superv. Fees 119,583 146,395 26,812 58% 71% 205,000 249,000 44,000 Cognitive Program 2,508 25 (2,483) 58% 1% c) 4,300 500 (3,800) Day Reporting Fee 10 10 58% n/a 10 10 Interest on Investments 16,625 16,108 (517) 58% 57% 28,500 26,000 (2,500) Leases - 3,000 3,000 58% n/a d) 3,000 3,000 Rentals 1,750 150 (1,600) 58% 5% e) 3,000 2,000 (1,000) Drug Court - Byrne 5,833 11,441 5,608 58% 114% 10,000 21,000 11,000 Total Revenues 1,795,938 2,270,801 474,863 58% 74% 3,078,752 3,119,162 40,410 Transfers In -General Fund 198,333 198,333 58% 58% 340,000 340,000 Transfers In -Video Lottery 61,833 61,833 - 58% 58% 106,000 106,000 Transfers In -Sheriff 29,167 25,000 (4,167) 58% 50% 50,000 50,000 Transfers In -Other (GF) 1,750 1,500 (250) 58% 50% 3,000 3,000 TOTAL RESOURCES 2,287,021 2,869,323 582,302 58% 76% 3,777,752 3,930,018 152,266 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency Exp. % 1,683,249 1,483,933 199,316 58% 51% f) 2,885,570 2,750,570 135,000 365,903 384,107 (18,204) 58% 61% 627,262 627,262 58 58 58% 0% 100 - 100 154,478 154,478 58% n/a 264,820 264,820 TOTAL REQUIREMENTS 2,203,688 1,868,040 335,648 58% 49% 3,777,752 3,377,832 399,920 NET (Resources - Requirements) 83,333 1,001,283 917,950 552,186 552,186 a) Due to procedural changes fees are no longer imposed for positive urinalysis tests b) The department is no longer purchasing and billing the Bethlehem Inn for urinalysis test kits and depositing the revenue in this fund. c) The cognitive program has changed from a voluntary to a mandatory program making it more difficult to charge and collect fees. d) The Bethlehem Inn occupancy continued into new fiscal year resulting in unexpected revenue. e) Rent not collected due to closure of transitional house for two months. COMM ON CHILDREN & FAMILIES Statement of Financial Operating Data Seven Months Ended January 31, 2008 Revised Year to Date Budget Budget Actual Variance FY % Coll. % Revised Year End Budget Projection Variance RESOURCES: Beg. Net Working Capital $ 542,211 $ 613,800 $ 71,589 100% 113% $ 542,211 $ 613,800 $ 71,589 Revenues Federal Grants 160,381 68,097 (92,284) 58% 25% a) 274,939 274,939 Title IV - Family Sup/Pres 24,267 27,489 3,222 58% 66% b) 41,601 37,650 (3,951) HealthyStart Medicaid 81,667 57,086 (24,581) 58% 41% c) 140,000 130,000 (10,000) Child Care Block Grant 33,074 10,000 (23,074) 58% 18% b)d) 56,698 58,668 1,970 Level 7 Services 120,149 108,889 (11,260) 58% 53% b) 205,969 175,191 (30,778) Juvenile Crime Prevention 227,446 230,432 2,986 58% 59% e) 389,908 452,792 62,884 State Prevention Funds 80,208 93,750 13,542 58% 68% f) 137,500 210,945 73,445 HealthyStart /R -S -G 192,905 292,466 99,561 58% 88% b) 330,694 374,000 43,306 OCCF Grant 219,102 452,350 233,248 58% 120% b) 375,603 472,124 96,521 Miscellaneous 2,042 5,449 3,407 58% 156% g) 3,500 7,000 3,500 Court Fines & Fees 14,000 14,792 792 58% 62% 24,000 24,000 - Interest on Investments 14,583 24,888 10,305 58% 100% h) 25,000 45,000 20,000 Grants -Private 7,000 700 (6,300) 58% 6% i) 12,000 11,000 (1,000) Total Revenues 1,176,824 1,386,388 209,564 58% 69% 2,017,412 2,273,309 255,897 Trans from General Fund 203,700 203,700 - 58% 58% Trans from Other 99,923 85,649 (14,274) 58% 50% Total Transfers In 303,623 289,349 (14,274) 58% 56% TOTAL RESOURCES 2,022,658 2,289,537 266,879 58% 74% REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency Exp. % 349,200 349,200 171,297 171,297 520,497 520,497 3,080,120 3,407,606 327,486 318,921 290,892 28,029 58% 53% j) 546,721 513,808 32,913 1,254,234 1,108,835 145,399 58% 52% k) 2,150,116 2,310,539 (160,423) 58 58 58% 0% 100 100 223,523 - 223,523 58% n/a 383,183 383,183 TOTAL REQUIREMENTS 1,796,736 1,399,727 397,009 58% 45% 3,080,120 2,824,347 255,773 NET (Resources - Requirements) 225,922 889,810 663,888 583,259 583,259 a) Safe Havens grant reimbursement requested quarterly and Drug Free Communities grant reimbursement requested monthly b) Grant amounts finalized according to the OCCF budget workgroup and allocation formulas. c) Local Medicaid reimbursements trending downward due to new guidelines. d) Federal funds to be requested later in the fiscal year. e) JCP funding allocations increased. f) Safe & Drug Free Schools grant budgeted at $50,000, actual is $100,000 - additional grant of $23,445 expected. g) Partner reimbursements for office expenses, and project contributions expected to increase. h) Interest income projection increased due to higher cash balance and additional grant funding. i) Youth conference donations decreased to match 06/07 actual amount. Payments anticipated to be received in full by year end. j) Personnel costs projected lower due to employee's leave without pay and new employee less than budget. k) Projection adjusted for increase in grant revenue that will be paid to service providers during the course of the fiscal year. Temporary office help cost added to materials & services. SOLID WASTE Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY % Coll. RESOURCES: Beg. Net Working Capital $ 2,280,356 $ 2,678,908 $ 398,552 Revenues State Grant 88,693 Miscellaneous 20,417 16,388 Franchise 3% Fees 93,333 88,731 Commercial Disp. Fees 1,201,667 929,876 Private Disposal Fees 1,207,500 878,159 Franchise Disposal Fees 3,135,688 2,673,072 Yard Debris 33,046 45,831 Special Waste 17,500 12,786 Interest 70,000 102,155 Sale of Equip & Material 26,250 48,690 88,693 (4,029) (4,602) (271,791) (329,341) (462,616) 12,785 (4,714) 32,155 22,440 Total Revenues 5,805,401 4,884,381 (921,020) Revised Year End Budget Projection Variance 100% 117% $ 2,280,356 $ 2,678,908 $ 398,552 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% 58% Trans In -North Area Dev 1,195,833 - (1,195,833) 58% TOTAL RESOURCES 9,281,590 7,563,289 (1,718,301) 58% REQUIREMENTS Expenditures Personal Services 1,011,516 Materials and Services 2,913,747 Debt Service 564,640 Capital Outlay 104,650 Transfers Out 3,399,083 Contingency 337,805 TOTAL REQUIREMENTS 976,002 1,720,732 457,792 108,496 2,906,750 35,514 1,193,015 106,848 (3,846) 492,333 337,805 n/a a) 47% 55% b) 45% c) 42% c) 50% c) 81% d) 43% 85% 108% e) 49% 35,000 160,000 2,060,000 2,070,000 5,375,465 56,650 30,000 120,000 45,000 88,693 88,693 35,000 160,000 2,004,000 (56,000) 2,038,500 (31,500) 5,231,215 (144,250) 75,000 18,350 30,000 181,000 61,000 65,000 20,000 9,952,115 9,908,408 (43,707) 0% f) 2,050,000 2,050,000 53% 14,282,471 14,637,316 354,845 Exp. % 58% 56% g) 58% 34% h) 58% 47% 1) 58% 60% 58% 50% j) 58% n/a 8,331,441 6,169,772 2,161,669 58% 43% NET (Resources - Requirements) 950,149 1,393,517 443,368 1,734,028 4,994,995 967,954 179,400 5,827,000 579,094 1,701,532 32,496 4,994,995 967,954 179,400 5,595,250 231,750 - 579,094 14,282,471 13,439,131 843,340 1,198,185 1,198,185 a) Unanticipated EPA grants passed thru Solid Waste. b) Franchise fees are due April 15th. c) Rate increase was budgeted to occur July 1st, but was delayed until October 1st. d) Seasonal material. e) Recycling revenues higher than expected and seasonal. f) Transfer will occur approximately June 2008 after project completion (June 2008) and accounting is finalized. g) Projection reduced to reflect salary savings on unfilled positions. h) Large dollar expenditures for items, projects, and events are scheduled throughout the year. i) Debt service payments are recorded in November and May. j) Transfer to Road Department reduced to reflect postponed fee increase and will occur in the last three quarters of fiscal year. Remaining transfers are processed twice a year. RESOURCES: Beginning Net Working Capital Revenues Inter -fund Charges: Risk Management Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance % of FY % Coll. $2,000,000 $2,122,953 $122,953 100% 106% Revised Year End Budget Projection Variance $2,000,000 $2,122,953 $122,953 General Liability 244,378 244,412 34 58% 58% 418,933 418,933 - Property Damage 173,559 173,565 6 58% 58% 297,530 297,530 Vehicle 104,324 104,335 11 58% 58% 178,841 178,841 - Workers' Compensation 512,224 551,964 39,740 58% 63% 878,098 951,736 73,638 Unemployment 91,103 92,477 1,374 58% 59% 156,176 159,629 3,463 Claims Reimb-Workers' Compensation 29,167 2,496 (26,671) 58% 5% 50,000 50,000 - Claims Reimb-Gen Liab/Property 8,750 23,124 14,374 58% 154% 15,000 23,124 8,124 Process Fee-Events/Parades 245 245 58% n/a 245 245 Miscellaneous 1,458 3,975 2,517 58% 159% a) 2,500 3,975 1,475 Skid Car Training 5,833 18,977 13,144 58% 190% 10,000 17,000 7,000 Interest on Investments 49,583 64,163 14,580 58% 75% 85,000 112,000 27,000 TOTAL REVENUES 1,220,379 1,279,733 59,354 58% 61% 2,092,078 2,213,013 120,9:15 Transfers In -PERS Reserve 58 - (58) 58% 0% 100 - (101 TOTAL RESOURCES 3,220,437 3,402,685 182,248 58% 83% 4,092,178 4,335,966 243,788 Appropriations/Expenditures % Ex Direct Insurance Costs: GENERAL LIABILITY Settlement / Benefit 39,634 Defense 1,626 Professional Service 4,578 Insurance 153,568 Loss Prevention 381 Repair / Replacement 769 Miscellaneous 25 Total General Liability 758,333 200,580 758,333 58% 15% 1,300,000 500,000 800,000 PROPERTY DAMAGE Repair / Replacement 19,712 Insurance 148,554 Total Property Damage 195,417 168,266 195,417 58% 50% 335,000 335,000 VEHICLE Professional Service 285 Repair / Replacement 9,455 Insurance 659 Loss Prevention 12,497 Total Property Damage 93,333 22,896 93,333 58% 14% 160,000 75,000 85,000 WORKERS' COMPENSATION Settlement / Benefit 302,444 Defense 209 Insurance 66,272 Loss Prevention 4,848 Miscellaneous 22,009 Workers' Comp Losses 2,190 Total Workers' Compensation 417,083 397,972 417,083 58% 56% 715,000 715,000 UNEMPLOYMENT - Settlement / Benefits 37,917 51,549 (13,633) 58% 79% 65,000 60,000 5,000 Total Direct Insurance Costs 1,502,083 841,263 1,450,534 58% 33% 2,575,000 1,685,000 890,000 Insurance Administration: Personal Services 212,967 204,771 8,197 58% 56% b) 365,087 325,087 40,000 Materials & Service 126,923 114,938 11,985 58% 53% 217,582 217,582 Capital Outlay 58 - 58 58% 0% 100 - 100 Total Insurance Administration 339,949 319,708 20,240 58% 55% 582,769 542,669 40,100 Contingency 545,072 545,072 58% n/a 934,409 934,409 TOTAL APPROPRIATIONS/EXPENDITURES 2,387,104 1,160,971 2,015,846 58% 28% 4,092,178 2,227,669 1,864,509 NET $ 833,333 $2,241,714 $2,198,095 $ - $2,108,297 $ 2,108,2137 a) Reimbursement for cancellation of Workers Compensation bond. b) Year to date includes payoff of leave balances and final pay ($37,000) in August for Loss Prevention Specialist. Projection based on assumption that position will remain open during remainder of the fiscal year. Health Benefits Trust Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance FY % Coll. % Budget Year End Projection Variance RESOURCES Beg. Net Working Capital $10,500,000 $10,760,885 $ 260,885 100% 102% $10,500,000 $ 10,760,885 $ 260,885 Revenues: Internal Premium Charges 6,475,000 7,099,210 624,210 58% 64% 11,100,000 11,850,000 750,000 P/T Emp - Addi Prem 88,608 96,402 7,793 58% 63% 151,900 151,900 Employee Prem Contribution 201,268 192,920 (8,348) 58% 56% 345,030 345,030 COIC 452,535 513,019 60,484 58% 66% 775,775 855,775 80,000 Retiree / COBRA Co -Pay 233,333 319,468 86,135 58% 80% 400,000 500,000 100,000 Medical Services Reimb - 58% n/a Prescription Rebates 28,550 28,550 58% n/a 28,550 28,550 Interest 262,500 329,341 66,841 58% 73% 450,000 530,000 80,000 Total Revenues 7,713,245 8,578,911 865,667 58% 65% 13,222,705 14,261,255 1,038,550 TOTAL RESOURCES REQUIREMENTS Expenditures: Personal Services Materials & Services Conferences and Seminars Claims Paid-Medical/Rx Claims Paid-DentalNision Refunds Insurance Expense State Assessments Administration Fee PPO Fee Health Impact Printing Program Expense/Supplies Other Total Materials & Services Capital Outlay Contingency 18,213,245 19,339,797 1,126,552 92% 82% 23,722,705 25,022,141 1,299,436 Exp. 63,459 60,374 3,085 58% 55% 108,786 108,786 1,750 245 1,505 58% 8% 3,000 3,000 5,738,909 4,918,395 820,513 58% 50% a) 9,838,129 8,525,141 1,312,988 758,723 751,033 7,690 58% 58% a) 1,300,669 1,301,791 (1,122) (67,450) 67,450 58°!° n/a (67,450) 67,450 246,838 195,785 51,053 58% 46% 423,150 423,150 35,000 35,000 58% 0% 60,000 60,000 151,900 137,511 14,389 58% 53% 260,400 260,400 22,152 18,864 3,288 58% 50% 37,975 37,975 23,333 26,839 (3,505) 58% 67% 40,000 40,000 7,000 1,638 5,363 58% 14% 12,000 12,000 6,417 6,417 58% 0% 11,000 11,000 11,930 11,599 332 58% 57% 20,452 20,452 7,003,952 5,994,458 1,009,494 58% 50% 12,006,775 10,627,458 1,379,317 - 58% 0% 100 100 6,770,776 6,770,776 58% 0% 11,607,044 11,607,044 TOTAL REQUIREMENTS 13,838,186 6,054,831 7,783,355 58% 26% 23,722,705 10,736,244 12,986,461 NET (Resources - Requirements) 4,375,058 13,284,965 8,909,907 - 14,285,897 14,285,897 a) Based on annualizing 30 weeks of claims paid. DESCHUTES COUNTY 911 Statement of Financial Operating Data Seven Months Ended January 31, 2008 Year to Date Budget Actual Variance % of FY % CoII. Revised Budget Year End Projection Variance RESOURCES: Beg. Net Working Capital $ 2,600,000 $ 2,947,210 $ 347,210 100% 113% $ 2,600,000 $ 2,947,210 $ 347,210 Revenues Property Taxes - Current 1,391,984 2,099,500 707,516 58% 88% 2,386,259 2,386,259 Property Taxes - Prior 32,083 67,390 35,307 58% 123% 55,000 67,390 12,390 State Reimbursement 12,833 8,277 (4,556) 58% 38% a) 22,000 22,000 Telephone User Tax 443,123 365,449 (77,674) 58% 48% b) 759,640 759,640 Data Network Reimb. 19,833 29,473 9,640 58% 87% c) 34,000 34,000 Jefferson County 9,333 21,985 12,652 58% 137% 16,000 21,985 5,985 User Fee 19,250 29,597 10,347 58% 90% d) 33,000 33,000 Contract Payments 40,833 21,455 (19,378) 58% 31% e) 70,000 70,000 Miscellaneous 4,667 3,865 (802) 58% 48% 8,000 8,000 Interest 26,250 81,675 55,425 58% 182% f) 45,000 140,000 95,000 Interest on Unsegregated Tax 747 1,245 498 58% 97% 1,280 1,280 Total Revenues 2,000,936 2,729,911 728,975 58% 80% 3,430,179 3,543,554 113,375 TOTAL RESOURCES 4,600,936 5,677,121 1,076,185 58% 94% 6,030,179 6,490,764 460,585 REQUIREMENTS: Expenditures Personal Services Materials and Services Capital Outlay Contingency % Exp. 2,006,316 1,777,644 228,672 58% 52% g) 3,439,398 3,293,398 146,000 442,370 414,126 28,244 58% 55% 758,349 758,349 26,775 - 26,775 58% 0% 45,900 45,900 1,042,144 - 1,042,144 58% n/a 1,786,532 - 1,786,532 TOTAL REQUIREMENTS 3,517,605 2,191,770 1,325,835 58% 36% 6,030,179 4,097,647 1,932,532 NET (Resources - Requirements) 1,083,331 3,485,351 2,402,020 - 2,393,117 2,393,117 a) Office of Emergency Management billed monthly in arrears. Actual includes reimbursements 09/07. b) Telephone tax received quarterly in two separate payments. Two quarters of payments received through January. Third quarter payments received in February. c) Majority of fees billed to agencies have been received. d) Crooked River Ranch annual payment received. Forest Service payments are received quarterly. e) Contract payments from participating agencies normally received in November and December. f) Average daily balances higher than anticipated resulting in earnings in excess of amount estimated in budget. g) Personnel expenditures will be less than appropriated due to unfilled positions. -72 c V C .as 7 0) 0 Cb O O) N V u_ T‘'‘') 0 0 C O > 03 0. 0 7 N 0 o )Ta 0 N 2•• i 7 m N .0E N a E z O 0 N CO CO COCr)C0 0 ''. COW CO O 0N) CO CO 7 Cr) CO : O' CO 7 O C) n (0cri el C): _ (0 N U N 7 r c� ...i. 01 .-. O 0 . O) 0er (0 I CO a� COCm c ' o N r L6 -10 .0)) �... 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O 0 0 0 CO CO NCO CO 01 0 0 0 O' O' ' ' O O' ' 0 7 0 C) 0) 01 N O N CO 0) C) N r O O CO' C) r ▪ d O 1'1 LOC) O 0 1n CO 0 V O 1' 0 ) co co 1n O Co r 0 CO 0 N r r 10 0) In (O C) O ' CO 7 O co C) co C) 1n 01 O (O C) V V C) 0 (O r 00 u5 O 10 1n ,- L- el COO CO10) Of 1') CO 0 0 1n O) 01 CO r O ' � ' ' O CO ' CO 7 CO COO' c-) co.OO In 1 N N C) C)'CN C) ,- N r 0 01 (78,414) (147,133) O COCA 0) CO) et 0 CD03 03 CO CO 0 r 1'1 n 1A LO CO CO (1 N B O 0 0 O r CO CO CO 10 00 01 N ' 0 ' ' ' r ' ' 7 N. 7 0) C) 00 7V. I,: C7 CO 1') N 1n v N CO 0 CO co CND 0 co 0 CO 000 N 1n 1t) ' ' ' O 01 co r r • r MCV 01 r c0 O) O O O O O O — C) COO0 0' 0 0 0 0 CO N O_ V O) 1n co co^ O In O O CO N co CV N N O � 0 O � 0 O 0 O c0 O) c0 c0 0 < 7 1 ' 00 CO CO o r co 00 co O N (1) ✓ 7 O O 7 CO 0 O' CO 0 C CO CO' O)'. N). co r f� ✓ 7 CO 0) CO 14) 1f) O) CV r O r 0) CO 0) C00 O 100 r O' N O 1n (D ' O) CO CO V ' C) N C)O C) O O O CO O 7' 01 O 1'1 ' O.O 00' 0) .- co �. r V C1 O CO CO , CO) N - N CV . .-. CO'0 C). 0 :0 CO N 0 0 CO CO 07 C)03 ' 0 ' O, ' O C`r) Or 003 C) 0 0'. r 0 tri N , Of Tr' (0 )') 0).co O O 1') 0 0 0 O r C) N (0 '. C), CO 00 N .CC r 00) 0 is. CO N L- CV CO CO. Cr) 1j) 0.C) CD0 CD C: N (0 4 OD 0000 r N 03 00' N CO'1. N. CO N ▪ r cor10 er C) co N CO 0( 00 N 7 N O O N 7 7 1A 00 CO — COCO VI ' 7 : Com') (r0 COr 0 0 O U) 7 N O N r 01 O o. O O CO O. 0CO '0 O co o) C') ('1 N 01 0 CO 000 N: r 11) CO 00 1n 0 Of 1nOO C1' CO 0 00 N CO'. 0 N . 0 r CO .- 0) r Of C) CO CO ' ' ' r 1f) 1.0 CO r .- 0) ' O CO 0 0) O C00 0 ' 1'0'1 (r0 O r CO0CO') 1'') . C Ti N -o N O 0) lL u) 7 N 7 cm ui w > 0 al _ ao o a' +d. 7 U 0) U. • O1 cc?) W 03 C 01(0 0 ii, 9,:,' C 0): N N'Q N. O) N OC' A Q! C O d weCL ncaQoCo�:tmca0 c0 :°!O C 0) C0 E Y' C C �' .-,7i. N d' 7, �. A > N'�o' 03 o'. CO. 0 0) - .o..' N w v N N N 7, 0,0 ,'awi--cox''ao>552F'' aa2,U'0 LL.O. 0 Net Fair & Expo Center 71. 00 N N N 00 RESOURCES: Beg. Net Working Capital Receipts: Events Telephone Fees - Events Parking Fees Storage RV / Camping Horse Stall Rental Concession % - Food Vending Machines Interfund Contract Rights (Signage, etc.) Miscellaneous Interest Total Receipts Deschutes County - Fair and Expo Center YTD -Budget Basis Statement of Financial Operating Data Seven Months Ended January 31, 2008 Budget Actual Variance FY % Coll. Budget Projection Variance $ 75,000 $ 10,606 $ (64,394) 100% 14% $ 75,000 $ 10,606 $ (64,394) 598,000 561,914 (36,086) 58% 61% 920,000 883,915 (36,085) 34,000 30,563 (3,437) 58% 73% 42,000 38,563 (3,437) 58% 0% 6,000 6,000 31,000 16,666 (14,334) 58% 28% 60,000 45,666 (14,334) 115,000 82,704 (32,296) 58% 31% 270,000 238,047 (31,953) 5,000 4,000 (1,000) 58% 7% 55,000 54,000 (1,000) 169,000 194,686 25,686 58% 61% 320,000 345,685 25,685 1,000 3,821 2,821 58% 191% 2,000 4,478 2,478 5,000 10,000 5,000 58% 21% 47,000 52,000 5,000 15,000 24,079 9,079 58% 25% 95,000 104,079 9,079 2,919 7,301 4,382 58% 146% 5,000 9,382 4,382 4,669 6,861 2,192 58% 86% 8,000 10,192 2,192 980,588 942,596 (37,992) 58% 52% 1,830,000 1,792,007 (37,993) Transfers In 555,177 555,177 58% 79% 705,353 705,353 TOTAL RESOURCES 1,610,765 1,508,379 (102,386) 58% 58% 2,610,353 2,507,966 (102,387) REQUIREMENTS: Expenditures: Personal Services Materials and Services Debt Service Capital Outlay Transfers Out Contingency TOTAL REQUIREMENTS Exp. % 520,282 485,374 34,908 58% 54% 891,983 851,004 40,979 526,267 540,147 (13,880) 58% 60% 902,542 950,336 (47,794) 239,060 239,060 58% 67% 359,101 359,101 - - 58% 0% 45,000 45,000 250,000 250,000 - 58% 100% 250,000 250,000 58% n/a 161,727 161,727 1,535,609 1,514,581 21,028 58% 58% 2,610,353 2,455,441 154,912 NET (Resources - Requirements) 75,156 (6,203) (81,359) 52,525 52,525 Accrued Revenue (Accounts Receivable): Current Month Events 11,320 Prior Months 2,215 Total Accounts Receivable 13,535 Deposits Received for Future Events: 2008: February 22,965 March 37,442 April 6,890 May 1,975 June 2,480 August 435 September 950 October 3,860 November 4,981 December 575 2009 and Beyond 43,907 TOTAL 126,460 Deschutes County Fair and Expo Center Statement of Financial Operating Data January 2008 Budget Actual Variance RESOURCES: Beg. Net Working Capital $ Receipts: Events 45,000 35,883 (9,117) Telephone Fees - Events - - Parking Fees - - Storage - 726 726 RV/Camping 10,000 480 (9,520) Horse Stall Rental - - - Concession % - Food 24,000 11,000 (13,000) Vending Machines - 2,930 2,930 Interfund Contract - Rights (Signage, etc.) 15,000 19,079 4,079 Miscellaneous 417 2,619 2,202 Interest 667 445 (222) Total Receipts 95,084 73,162 (21,922) Transfer In: Transfer from Annual County Fair 46,000 46,000 Total Transfers 46,000 46,000 TOTAL RESOURCES 141,084 119,162 (21,922) REQUIREMENTS: Expenditures: Personal Services 74,326 73,336 990 Materials and Services 75,181 64,469 10,712 Debt Service Capital Outlay - Transfers Out 16,000 16,000 Contingency TOTAL REQUIREMENTS 165,507 153,805 11,702 NET (Resources - Requirements) (24,423) (34,643) (10,220) Deschutes County Fair and Expo Center Accounts Receivable January 31,2008 Current Month Master Gardeners Wedding Expo Food & Beverage - estimate Total Current Month Prior Months: October 2007 4-H April, 2006 NW Expo & Trade show 150 170 11,000 11,320 300 1,915 Total Prior Months 2,215 Total Accrued Revenue as of January 31, 2008 13,535 1- 1- 0 W 0 ) a' a W 2 1- 0 C a a' O c 0 co Z 0 U_ a a)) z c� 0_ U 0 Q Z 0 0 W 1- z W 0 0 a X W (o LL PROJECTION co E .c C W Encumbrances & Commitments Received and RESOURCES: CO N C CO CO Lf) COCS) N N r N CV CO CO L',I- CC) co — c N O N r M O O O co M O O O In CO A- LO N CO CO A— LO LO r CO CN) CO r r U -O CO N CO COCO_ Lr) N a) N r N N CO d" CO CO Lf) N o) N N r N cn c <L o i m 0 U cca C� n o 0 w O CT C Q a) U._ O 42?. cC CD cryN C O O O CO Total Resources r Ln N N CO CO A— CO CO l() r CO 0)) 06r (0 A— LC) CO r c, O N CO O A— LO LO r CO CO cNi r r a cn Ca) � •— > CA L -U 0Q) Y u C L °LS�,OUa 4) O =p 92 2 co ` n_ cLi LC) 00 c) N LC) 00 M Total Materials & Services CO r N �t r 0 N M O r M N- r O r N N 0 COCAL.6 COO N CO N M CO r N r 0 N M O r M N- r O r N N 0 �co- CA(.6 Lri COO N CO N c ) CO r N r 0 N CO O r CO N- r O r N N 0 COOS' a)tri ( co N CO M N CO N a) ca 3 0 OD R LL Ts U > Ca o@ v o to O a) a C y 4+ cnCCQ:3 Total Expenditures rn O lA 14.7 co a) > c O a) C a) D d X O a) 0 3 3 v o v O com co fl ,n _t O`-) o 2 to �v • N y I-- -J O N iy L J a) j, co a) _ co co 0 w+ La -O U a) Q -O O a) a ai�� a) -p (o C') -o `. O c<f.O a) C •Lo (o o w E c) CD a 0 Cd N o O W U co >- 13 rsO ca c s U 3 - LL O O (o — 0 Cn Q) ` LI: w(oE C � w (o a) 7 UO > O 1� w .a CN - 0_ w 0 j -C j y Ln C cn co C) ll >+ N O U .? -o 0 0 ed Lr) O ,- ,O LL O O — N 1: t d EA EA F- O. Z CO .a U O - O U x] a PROJECTION 0 Z LL Z 0 cU U 1— �Z 7 0 r 0 U cn 0 W H Z W U 0 0- X W C L.1. Q LL CD cU E 0 'N LL W 0 Y ^' a) CO 0 0 Encumbrances & Commitments Received and 0 CU c CU 0_ X W A— N- N N M C CO (C") C C) Cr; N r N M N M CO CO In ti r 0) CJ) C) N N r N M ♦ti ♦ti Com) N ♦ti ti cr) A— Ln N N M CO A— CO CD lf') r CO NON'• O) "-. - CO A— A- 1— r (C) N N M O A— CD CD Cf) r CO O N. CO A— A— CB U N M O Cf) ‘- 0) 0) O) N N r N M rti M CMO CLC)) 0) O) N N r N Cr; N ♦ti CO ♦ti M O ♦ti CO ♦ti r d' Cf) N N Cr) O CD 111 r CO c' O N v•- ‘ -- CO r O O r O ti (f) O M CO CD O co co O ti (Ci M c M r N - N M O r ti r O r N L L u OCD Cf) N M C)cri 0 V) OLL 0 > a) o N 0 CD c0,5 • V O) O a) u -..=, ) a N a) `) CC O 0 0 > }' CT y C7) • - O` N U .N ` y a a� � 0 CY th a) i0 U) 2) a CO U LL U CC W amid ct(+-v 0 U RS U U4,N °ZV U j Q V Zg a a) u) a)ain B u) L a) u) G a) O Lr a G 0) W c0 0 a) +r 2 2 2 6 1 I- Q� 0 c> l- c Ce_1� c� 0�Ocn� 0 Total Expenditures m Z $286,070 was expended on livestock stalls and O O co N ti cl'i CO 6CY) N CD :) CB Ci 0 a) O CD CO co 1 7 Y in in O (1) 0 C) U V) EoL O da 0_ 0 CSO N u) W CLLL CO � .0) O ti 77 O O ,. O 0 0 O LL a) -0L CJ O U : 82 L= U) CB c E c C .- N o > a)ca `O a) U — O O v O a) 0 0 a --FaO tcno3 � O O.0154) 13 O M U -0 4) UN O ` r - LL38 CN LL Ef4 F - • (D �� - U i) Balance Due Amount Paid 0 a U cn a) 0 co 0 0 N to co N 0 0 0 lA CO N r Total Indirect Charges July August September October November December January February March April May June Total Budget (1) Deschutes County RV Park Revenue and Occupancy Statistics FY 2008 RV Park Fees Received (2) # of Spaces Rented % Occupancy $ 39,030 28,034 8,313 2,248 1,186 32 480 $ 79,323 $ 270,000 (Revenue / $32 ) 1,220 876 260 70 37 1 15 37.83% 27.17% 8.33% 2.18% 1.19% 0.03% 0.47% 2,479 11.09% 8,438 22.23% 1) 104 spaces times 365 days = 37,960 annual spaces available. Budget of $270,000 assumes 8,438 spaces rented ($270,000 / $32 = 8,438) Budgeted occupancy rate is 22.23% - budgeted spaces / total annual spaces available (8,438 / 37,960) 2) RV Fees reported on a cash basis and therefore may not represent the month of occupancy. Number of spaces 104 104 Days per month 30 31 Maximum Spaces per Month 3,120 3,224 Rate per day $ 32.00 $ 32.00 Maximum Revenue 99,840 103,168 a) E O Ta C 0 O CO 0 2 Q -c O U Z a) a) (B O Z 0 H 0 w O a. J U a) U Estimated Fin Encumbrances & Commitments 0 U O- xW Revenues: I N- 0 CO N CO O O) N- co 0) a- a- O (f) co OOo00 - T- v �r) a- r N. O co N CO 0 a) f- co 0) a- a- a) u-) co ce M O O CO, f- �() 0 CO 'a— r 1(Y a- r (B t -000N CO O) Q) f- co 0) a- a- a) u-) co M r M 0 0 CO f— It) O co a- r CO a 0.) O co O c00o State Grant co ti N O ti ti O O Total Revenues N- Cr) N O O O CO O CO a- a- O CO O N O CO O CO Cr) CO O CO O d• Cfl N M O) CM N N- C a- CO co o a- f- M N 0 0 0 CO O CO a- a- O CO O N O CO O CO CO CO 0) (f) CO O O N MOM N N 0 a- CO CO O 0 O N- N- co N O O O co a) co a- a- O co O N O CO 0MMCO0>O'O0)-7)- (f) N M CM N- N CT O O) a- Co co c O a) U c L d lo a) � °'a) (n " a) 2 (c8 3) -- v) a) 0 O cm u_ ,>_.E 00 c- 05 05•U a) ,` 00C/) d U O . O) (B O) a) O C o(j C c 1E co - U) L U ` O cON` . •(n < 0 W 0 S W a. 2 Q N- CO a- O O 0 Cr) ate- cc a- M 05 N CO M CO N 0 a- N a- Cr.; a- a- (0 O O co N. (0 O 0) O co i Capital Outl CO a- 0 0) a- a- O N CO a- CO a-. Cr) CO- N CO N CO N a- Cr; a) o CO O co (!7 f- a- O CO N a- O CO O a - O CM M f- 0 CO N CO New Construction C (B a) a O O U CT •a c UJ a) as U U c O (n 1 0 0) co co O O N N 10 ('0 N. ((0 (is CO N r N Total Expenditures m Z (0 U 0 a) O a) O O N E O U O U O a) cn 0 a) 0 . a) 2 33 O L CO • O O o N N ocS uI1_ L Las 2 W L N o V N O O � a) u LL 0 •Y E 0 - a) O -8)(i) a) - a) (0 a 2 2 H 1- Z 0 0 Z c W E >- o0 a)00 w 8 C N o tU - U c, N Q tU c Z O 0 0) fU O O C (/) O a 0 c Received and CO 0 O N )- LL FY 2004 I FY 2005 O O c C 0 x W COO co O 0 M O 0 ONO 0 -a N Cf) N O Cr; 10 T- co 0 O � r N 0 CO to 0 n o 0 N N V to 0 N O O N C c N LL d o ih O CD ala a) N acoa>ay c 1 C"f Q1 O 00 01 r N M O ao co" O 1 1 Q) N N CO tl'f O et co O (NI Total Revenues CO O N(0 tf) X 0 0 tO O M M 0 0 to V CN N Q) C` 0 O N N CO � 0 0 CO N N O to M LO M 0 CO 0 0 M CO CO N to M "et 0 CO CO CO 0 N N N O N O ti CO CO NN0 Lo LO M N N N Cn N T- O N O CO 0 CO CO T to COas- OOM''-NMo T- cc; M00co- T-o)COcc; 000co- co- MMOL` 0 o7) r- O N. N N' 00 N. N co N r- N — CV N M CO O N CO 0) 0 0) 0 CO 0 CO 0 CO 0� 1- 0 0 1 N N O N 1.0 (0 0) co h 000 N 0 CO CO r co CO CO co co to co ,zt O co CO CO' I� 0) 0 )3 00 'ch 0 CO R' CO V 0) C` ' coT- ' co N CO ' N 0— 0) N O N 0 0) h.' CO N O, O0)OO co" co" to — Cn CO- '0 CO too OO MM d', -M CO ^- �_ . N- N N N N. � - T- N N T- 0 N M CO f` 0 N to N COO O to co ' to 0 0) N M 0 CO O o to N M to ' 0) 1' CO 0 N CO OOM N to co co co- co - co N CO N fN 0 0 0 N LO O Q) 0) tf) CO M M O 0 N N 0)) CO r•-•OO Nv CO CDs to 0 CO r-- 0) N N LO to O 0 0 CO CO(N M I co 1 0 C C a) O O dth 0 0' E r) p 1 v) p c m g U o c U p_ O- o' c O a) o O =O O .` d, 0 00 C,� 3 J' W -. c'. '-C U E co yam_. U. to c � to °� o L U o a) %- O' cn Q o z a) Ne n a0i cn a) a) a) E .Z .2 to. °5 D ` a) rn O a) E LL a) C 0.S y a) L ce ` O 0 �,LO,W LL �''. co Cp a.Y, �+M `).'p0 O �. 7 0 to c O.0 T LL C% 2 a) d C =o .- c c U t -o O' U m LL c m" ca U? p �' m m, a� C L °� y t�- CO m otS `po .§ ... N w °6 o O o a a) CD x a) u) aa) o co ac) pl Oj �' ,- c a) to a`) N w'0 0 7 e' O -0 c0 = - CCU ? d C 0 _ o .C- W DYcnOC�UUaQaQcnDcz2UY-)—co0200iicnLL—LLQU2 to O to CD C• O 11 - co O O to 1'- t0 N N 0) 0 N 3 N .17 to t*f U) cot0 Total Expenditures c C.) CD CD c2 E c 0 E0 C Wv 0 0 0 Ln 0 O O 0 O O N O Ln ✓ r - CO oLn0 LOGO o 0)00 N I- cid 0 CO L() r Ln 0 N O 0) N N CO M O Lf) O M 0) O O N N O r r -- CD - O Lf) O 0 0 0 r O O O O Ni N O I- O I- CO LC) LC) O O N O O M O CS) M N ✓ CO r C a) E a) o) c as o a) cC 0) 0 0 0 o c Aci2 0 U fl (B p �' Ln Ln 2 co 33 c -ID Q Q 0 0co a Q Cl) as aa c 0 n c' E O = LB 0 o 0 0 o 0 `0 0 j' a") aco aD c CD2 va o 5 o 0U U a) Z ` 0 , LB > OC To C o - . D • 0 d Y 0< 12 o c PROJECTION TD "0 CO O O E • (N1 4?.:' • C) c c 7 f 0 N -, a) O N O a) O L O O cn � a) C - a) U c LB LB a) (B (B E c LL W Project to Date Encumbrances & Commitments C a) O c E Q X W I's Cr) Cr) N CO CO N Cr) CO C) CO I,- t— LC) Ln L() CO C) CO I- N r cfl r I's Cr) x— Cr) N CO CO Cr) CO Cr) CO I,- — LC) L() L() C) CD CO CO 0) ' C) 0) I 1 1 N ti 0 LC CO N Cr) N CO CO N O Iss CO CO CO ti LC) d' LC) LC) CD Q) C) I,- M C) CO CO LC) CO 0 a) c a) 0. ) LB 7:) a) C ` O > U L 0 m O cc 75 U c- L C 2 2 OO '5 < < 00 Permits & Fees ti 7-1U 0 z c.) 3 d Q) _ c d Q c W > c ) > c L Q d0" O H "Project Budget" is sum of actual FY 2007 expenditures and FY 2008 budget. o co O N M a) 10 E W 3 a) C C C CU 0 0 U Y c O E E E O F O O-0 to N a) 0 u E U c W C c a) a) E 0 . c E E E m 0 O w O Encumbrance / O U a) 0 O 0 LO N CO i i N ti i O O LO O N ' 00 I!) C70 ) c0 (NI O O O N- O OOOC')Q L() N. CO lf) or (NCfl '—('4'- (1) ti C[) CY) Cf) C co O a . a) 0c 7 ) a ) N 0 E a) c CC O O UO r' c O v c c� U E a) c Oa ' O 2 Ems= cO Y r UO CD 3 rn c Q Cr)vrcccca1 c� 0_ (..) 0 0 0) i— 00 0 a). c. c 0 0 L U 0 7 O T.) 0) z. T -12 Y PROJECTION -J @ 0 ( ƒ k / cN kkk Project to Date Encumbrances & Commitments 0 � k § / u kkk Lo - 0 k 3 k cer Total Revenues kkk cri NN a)4 - k CD k CD c1 k c cer ai c) c1 Total Expenditures 0 0 0 c a) CCIE 0 n a) 0 m a) (u CD LL rn U (U w c a) m m F O CU -0 N n d } U ca LL a)2 CO) U (0 O 8 w E (n 8 a) 0 0 O F- T m 7 o)n() co co (!) O (O COCO C11 (47 N (O co CA (!) N 03 U3 (o O (o f - co C) 7 0) 0) 17 to c0 c) N'N c) C) N N ' N CO C• CO N n N CO a O )o 0) Co V co (-.(D N N 00 C) V .01 COcn CD 1)) f- V.M 0) N. 0) C) (- M C): N i L)) l() aO CO N o CO N M j N CO 'Q O (D O O o 0 CO (o y- CA ' r CV N N 03 O (- N (O V CO C) LL) N- N (s Cl ' N O.(!) O' N o co n 0 0) c c 0) c E, c E c m , 0) E. a F- E F- E E ' ma 3 2 o c o c�'o o W QN WO WinWOc N y 0:'W'. O y >,. ()t) m �f0v E A °�' m o E (cd A ,C m E' c Y (n 0 N@ C ccs ��E "1- CO E' o .,F 0 Y E 0,0 OF j II E ai o M m >,, a)' E (u E (a a) E m- E 70 (3 A a) E m c (.4 - E m (T c C:- E m c E o m o' I-� D o $,� o I ,E,o 2$ 2 o 1 m'o o EoF-< i . o -<< o coF-<< o ror-<<o 2 0 0' Total Other ovv0)v N CD R. (- V CV V NV N N N V O'CO VCO O) N ' LO N N CO C 'I' M(. N V;7. ' C) N ([) N (o CO 1s CO N A CO V 1.0 N 0'O O LO (J N CO N ' -� 0) 0.1 ((00 0 C. N O) O V (D (D N CA O to (A N Co) UO C': to c E' c •E c C ~ a) N Nea (1 .0 C 0 U' o OO. V 0) 0 E co 0 5 7:43 0(0 m °03J3 E 2 W d Eq m o c>c§(oa) OU'- < (9 ~ 1- FY 2008 Bu Ground Transportation is c m a) 0) (0 (0 0) C O O E pE U (n ccsi m m a) C 2 E stn C N 2 C C_0 0) UO c0 w w ET 0 C_ a) E v a) C) (I) .0 o N 2 E cc 0 c c o O •u O (0 a) 0 3 O a 0� C•1 p m 11 r c ai 0 Z Deschutes County Community Grant Program General Information The community grant program accepts applications once per year in support of non-profit organizations in Deschutes County that are consistent with the priorities of the county. The county will be providing $300,000 for these grants. Most awarded community grants will be between $5,000 and $30,000. These grants are reserved for projects addressing needs in multiple areas and impacting a broad scope of the community. Funding Objectives The county has four funding objectives, each with a particular interest area. Generally, projects should fit within one of the following interest areas: 1. Providing emergency food, clothing and shelter to those who would otherwise go without these essentials. 2. Protection for abused and/or neglected individuals who lack resources to otherwise obtain such protection. 3. Health care, mental health care and addictions treatment for individuals who lack resources to otherwise obtain such care. 4. Other essential services to underserved and indigent populations, especially children and seniors. Eligibility for Grants Requirements for applicants to the community grant program: • The applicant must be a 501(c)(3) tax-exempt organization. • The organization must be located in Deschutes County. • The proceeds from the grant must be utilized in support of Deschutes County residents. How to Apply for a Grant Application deadlines are April 1 for the grants awarded in July. The application form is available on the county website or in the Administrative Services office. Completed applications must be mailed or sent electronically to the Deschutes County Administrative Services department on or before the deadline. Once an application has been received, a multi -stage review begins. All applications will be reviewed by a committee of county employees and community members based on five criteria: 1. Organizational stability and solvency 2. Connection to county funding objectives 3. Funds provide leverage to organization for receipt of other funds 4. Program complements existing county services 5. Uniqueness of services provided in Deschutes County Each criteria will be weighed equally in determining final recipients. Some applicants may receive phone calls and/or site visits to aid in this process. Application Packet For an application to be considered for a community grant, it must contain the following: • Completed and signed application form • Detailed description of organization history, purpose, leadership, structure and activities • Organization budget for the current year • Explanation of five-year fundraising strategy • Most recent audited financial statements, if available. Otherwise, include end -of -year financial statement for most recently completed fiscal year • Board of Directors list • Detailed description of the specific project or program that the grant funding will support, including any other sources of funding • Explanation of how the program or activities will positively impact the community and complement existing services and programs currently offered by Deschutes County • Identification of the specific communities or groups that will benefit from the funding • An itemized budget indicating how the grant funds will be expended • Organization's letter from the IRS granting 501(c)(3) tax-exempt status • Explanation of anticipated outcomes and how success will be measured o E z^ vJ 0 .i �_ 0 0 00 ay N 4- � N 0 N AO W / Q oo 0 f- 0 t_ O N L 0 J i4 0 T 0 A m 0 0 0 O ' O O 0 COLo 69 63 63 63 63 63 69 63 63 63 63 63 63 EA ER 69 63 63 43 63 63 63 63 63 63 63 63 63 63 69 69 63 69 63 63 63 O O 0 V O V 69 69 63 63 63 69 63 63 ER EA 63 EA 69 63 EA 63 63 O O 0 V O V 63 63 69 69 63 63 69 63 69 63 63 O 63 O O V O V 63 63 69 63 63 O O O co O Efl 69 63 O O O O Lo N 49 O O O O O EH 0 O N M 63 O O O O O 63 O O O O O 63 O O O 6) N (-6 63 O 0 O O O 69 0 0 0 0 6) 63 O O M CO CO 63 O O O O O EA O O O O 6) N 63 O O O O 6) 63 63 63 0 0 0 O 6) 69 O O O O 6) 63 69 O O O O O N ER O O O O 6) 63 O O O O 6) 63 O O O O 6) 63 O O O O O 69 O O O O 6) 63 O O O O N 63 O O O O O 63 O O O O 6) EA O O N 6) 63 63 0 O O O 6) 63 O O O O O 63 O O O O O 63 O O O O 6) EA O O O O 6) 63 63 63 O O O O 69 63 O O O O 6) M 63 O O O 0 O N 63 O O O up 63 69 O O O O 6) 63 O O O O O 63 EA O O O O 6) Efl O O O O 6) 63 O O V m M 63 O O O O O ER O O O O O 63 O O O O O (0 63 O O O O O 03 63 63 O O O 6) N N Efl O O O O O N 69 O O O O O N 63 O O O O O N 63 69 63 63 O O O O LO 63 63 63 63 69 63 63 O O O O LO 63 63 O O O O O 63 O O O N 63 O O O O Lo 69 63 69 O O O O 6) 63 O O O O O 63 O O O O Lo 63 O O O O 61 N 63 O O O 61 r 63 O O O 6) r O 63 O O O 63 O O O O O 63 O O O O O 63 O O O O 0) 69 O O O O 6) 69 O C) E') E') 63 O O O O 63 O O O O O 0') 63 O O O O O 63 O O O O N 63 63 O O O 6) N N 63 O O O O O 69 O O O O 6) 69 O O O O O N 63 O O O O 61 63 O O O O 61 63 O O O O 0 63 O O O O 6) 63 O O O Lo 63 O O O O V 63 O O O O O N E9 O O O O 6) 63 69 63 O O O O 6) 63 O O O O O 69 O O O O O 63 O O O O O 63 O O O O 6) EA r` O O N 6) r - n 0 O N n 0 0 N 0 O O N 00 ti O O N 6) N O O N O CO r O O N O M r O O N O M r 0 O N En 0-15 0 O O N N N CO O O N 0) N CO E` 0 0 N 0) N CO 0- O O N 61 0) 0 O N N 0) t` 0 0 N 0) 0) N-- 0 O N 0) n O O N CO N EP N- CV n N 0) O O N E') O 10/10/2007 10/10/2007 10/17/2007 r O O N N N O 10/29/2007 10/29/2007 10/29/2007 O O N 0) 0 O N M N N -- A- 12/31/2007 00 0 0 N N 04 O O N O N 00 0 O N CV N O O N N 00 O O N N 00 O O N E 0) >. (9 a) 2 0 0 O 0 0 E - c m 00 1) O 0 En (9 0 0 0 0 0 to 7 cn L 0 O 0 a J (1) (9 0 0 c CL) 0 O 0 W m tL -o a) m 00 f1 L 6) N .II (9 w -J a 0) to U) 0 r m 0 0 co 0 0 O 0 0 c 0 E a) a) cL w 0) a) 0 0 10 0 0 E 0 a) O_ .0 a) a) a) O J La Pine Youth Diversion T (9 -o a) 0 0 0 a) 025 30 Q) J a) z ocs co 0 0 0 0 0 CO 0 0 CC St. Vincent de Paul EE 45 0 0 0 CL 0 1 - CO CO CO To 0 CD 0 as co 0 0 0 0 UJ 0 0 0 -J co 0 ca TO 30 co 0 >- 0 ".."! ;.0N ots 350,000.00 $ Eft CV Csi 34,083.00 $ 39,334.00 $ 38,883.00 $ YTD Paid Out 0 o. 0 0 .73 20 03 350,000.00 69 69 69 69 0 0 LO 0 ai o Lo 69 69 LO CO 0 6/3 LO LC ,777 kri ai CNI 01 Lca 69 CV 1.0 C. 1.0 csi 1.0 Total Credits 03 co co Available Balance 6-2 o CV 1.0 % Allotment Remaining Deschutes County Community Grant Application Complete this application form and return it, along with a letter from the IRS granting your organization 501(c)(3) tax-exempt status, to the following address: Dave Inbody Deschutes County Department of Administrative Services 1300 NW Wall Street, Suite 200 Bend, Oregon 97701 Applications may also be sent via e-mail to davidic deschutes.orq. All documentation must be received by April 1, 2008. Any applications that have not completed all requested documentation will not be considered. Please check one: Date _ Initial Request _ Renewal Request Contact Information Organization Name Address City Zip Code Phone Number Alternate Phone Number Fax Number E -Mail Address Website I certify that the all information provided to Deschutes County is correct and that I am authorized by the governing board of this organization to submit this grant application. Further, I certify that this organization is in good standing with the IRS and retains its official 501(c)(3) tax-exempt status. Additionally, I certify that this organization is located in Deschutes County and any proceed from this grant will be used in support of Deschutes County residents. Print Name Signature Title Date Organizational Information Briefly describe the history of your organization: Mission of your organization Describe the leadership and structureof your organization. If there is a board, include the names of its members. Briefly describe the primary activities conducted by your organization Financial Information Period covered by the most recently completed fiscal year Total expenditures this period Total financial support received for this period Sources and amounts of financial support for this period: Current fiscal year period Total budgeted expenditures this period Total budgeted financial support anticipated for this period Sources and amounts of financial support anticipated for this period: Briefly explain the five-year fundraising strategy for your organization Project/Prociram Information Select all funding objectives that apply to this project or program: Providing emergency food, clothing and shelter to those who would otherwise go without these essentials Protection for abused and/or neglected individuals who lack resources to otherwise obtain such protection Health care, mental health care and addictions treatment for individuals who lack resources to otherwise obtain such care Other essential services to underserved and indigent populations, especially children and seniors Total Grant Funding Requested Total Project/Program Budget Other sources and amounts of financial support anticipated for this project or program: Describe the specific program or project that this grant funding will support. Describe how this program or project will positively impact the community and complement existing services and programs currently offered by Deschutes County. Identify the specific communities and/or groups that will benefit from this funding. Explain the anticipated outcomes of this project or program and describe how success will be measured. Department of Administrative Services Dave Kanner, County Administrator 1300 NW Wall St, Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 www.co.deschute3.or.us February 20, 2008 TO: BOARD OF COMMISSIONERS FROM: DAVE KANNER RE: FINANCIAL ASSISTANCE ADVISORY COMMITTEE CHARGE Following the discussion of the charge to the South County Financial Assistance Advisory Committee on February 6, there was no action taken to adopt the attached as the committee's formal charge. We have received no further input regarding what we have here and would request, for the record, a motion and a vote to make this the charge to the committee. Enhancing the Lives of Citizens by Delivering Quality Services in a Cost -Effective Manner Financial Assistance Advisory Committee Givens: These items have been reviewed, peer-reviewed and accepted by the Department of Environmental Quality (DEQ) and the Deschutes County Board of Commissioners. Further discussion of these items is not within the committee purview: • The groundwater underlying southern Deschutes County is the primary source of drinking water for the residents of the region. • Scientific investigations conducted by the Oregon Department of Environmental Quality and the United States Geological Survey, published in the Journal of Hydrology, found that the groundwater underlying southern Deschutes County is threatened by conventional onsite wastewater treatment systems (formerly called septic systems). • The Oregon DEQ has determined that a public health hazard exists and that groundwater protection actions need to be taken (doing nothing is not an option). • Sampling to date has shown that contaminant plumes exist in the aquifer, and some drinking water well sites, that exceed the federal safe drinking water standard for nitrate and Oregon's standard for groundwater quality protection. • The County owns assets worth an estimated $35 million that are dedicated to solving the groundwater pollution problem identified in southern Deschutes County. Purpose / Guidance / Questions: The purpose of the advisory committee shall be to provide a recommendation to the Board of Commissioners for a program to assist property owners financially to implement groundwater protection measures. • How can the county's resources best be used to help homeowners implementing groundwater protection measures? • Should any financial assistance be available for development on vacant land or should all financial resources target existing development? • Should property owners who hold approvals for conventional systems be compensated for having to install an ATT system? • What population should receive the bulk of financial resources? All low income? Some to middle income? Some available to all income levels? • What proportion of the funds should be available as loans that are paid back (and so can be used again) or grants? • Should loans or grants cover 100% of the costs of the groundwater protection measures or should the homeowner have some cost share or some kind of sweat equity? Or should a set amount be available for all property owners? • Should the county provide long term, cost deferred loans? • Should financial programs focus on groundwater protection measures completed at the time of property sale? • Should incentives be offered that would motivate people to implement groundwater protection measures sooner rather than later? If so, what should those incentives be? • Are there reasons to focus financial assistance geographically? For instance, areas that are closer to rivers or areas of denser development? If so, what form would that take? • Should the county resources be used to finance feasibility studies of sewer districts and other alternatives or should financial resources target septic and replacement only? • Should resources be used to provide education and/or promotion to the community regarding pollution credits'' Economic Development Fund Discretionary Grant Program Organization: Big Brothers and Big Sisters of Central Oregon Organization Description: Big Brothers and Big Sisters is a one-on-one mentoring program that matches professionally screened and trained volunteers with youth throughout the tri -county area. The purpose is to give children and families the opportunity to form meaningful relationships with volunteer mentors. Project Name: 2008 Bowl for Kids Sake Project Description: Bowling for Kids Sake is an annual fundraising event which helps provide financial support for the program. The grant will be used to promote the event, provide t -shirts and sponsor one team. The event is expected to raise $50,000. Project Period: May 3, 2008 Amount of Request: $2,500 (Total Budgeted Expenditures $3,750) Previous Grants: • August2000 - $1,000 ($1,000 Swaringen) • April 2001 - $50 ($50 DeWolf) • January 2006 - $2,500 Bowling ($1,250 Daly; $1,250 Clarno) • February 2007 - $1,000 Bowling ($500 Luke; $500 Baney) Deschutes County Board of Commissioners 1300 NW Wall St., Bend, OR 97701-1960 (541) 388-6570 -Fax (541) 385-3202 - DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND DISCRETIONARY GRANT PROGRAM APPLICATION Direct Application to: Commissioner Tammy Baney Commissioner Dennis R. Luke Date: 2-5-08 Project Name: Project Beginning Date: Amount of Request: Commissioner Michael M. Daly All Three Commissioners XXX 2008 — Bowl For Kids' Sake May 3, 2008 $2,500 Applicant/Organization: Address: Project End Date: Date Funds Needed: Tax ID #: City & Zip: Telephone: Email: Big Brothers Big Sisters of Central Oregon 1900 NE Division, Suite 202 Contact Name(s): Fax: Mark Wilke Kasev Peterson 541-312-6052 Alternate Phone: 541-408-2177 May 3.2008 May 1, 2008 93 - 0677650 Bend 97701 541-312-6047 mwilkeabbbsco.ore On a separate sheet, please briefly answer the following questions: 1. Describe the applicant organization, including its purpose, leadership structure, and activities. 2. Describe the proposed project or activity. 3. Provide a timeline for completing the proposed project or activity. 4. Explain how the proposed project or activity will impact the community's economic health. 5. Identify the specific communities or groups that will benefit. 6. Itemize anticipated expenditures*. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. If the grant will support an ongoing activity, explain how it will be funded in the future. Attach: Proof of the applicant organization's non-profit status. * Applicant may be contacted during the review process and asked to provide a complete line item budget. Amount Approved: By: Date: Declined: By: Date: Big Brothers Big Sisters of Central Oregon: 1.) BBBSCO is a one-to-one mentoring program; which snatches professionally screened and trained volunteers with youth throughout the Tri County area. The purpose of BBBSCO is to give children & families the opportunity to form meaningful relationships with volunteer mentors. Our program provides many match activities for program participates (ie. — rafting, snowshoeing, camping, fishing, etc.). Many `Gigs" and "Littles" spend their time taking advantage of the Central Oregon landscape. Our leadership structure stems from being a part of the largest regional youth development provider. We are a program of J Bar J Youth Services; which provides executive leadership, accounting, grant writing and many administrative functions. BBBSCO has its own Advisory Board and Program Director; who provide support, oversight and guide the program while working closely with 2 Advisory Boards in surrounding counties. (see attached Organizational Chart) 2.) Bowl For Kids Sake is a annual fundraising event which helps in providing financial support to ensure the future quality and growth of the program. Many people get involved and this is a great way to engage our Bigs and Littles; while supporting a community event. This event has approximately 425 people attend to support the program. 3.) The event is held the first weekend of May each year. It will take place on May 3rd this year at Sun Mt. Fun Center. 4.) This activity (BFKS) will recruit community support to provide financial assistance to the number one mentoring program in the nation. Many individuals, business professionals and friends of the program rally to collect pledge money to benefit BBBSCO. This event allows our community to advocate and support BBBSCO; while raising funding to sustain and expand the program. 5.) The children & families of Deschutes County will directly benefit from this activity because it will allow our staff to match more youth with a mentor. Our services are free to children between the ages of 6-15 who want and need a mentor. Most children in the program are from low-income, single -parent households. Many struggling with school and have inadequate support systems. 6.) FY 2006-2007 expenditures were $3,155. This year we anticipate approximately $3,750 in expenditures (see budget attachment). Grant funds will be used as a BFKS Lucky Strike Sponsorship (see BFKS $2,500 Lucky Strike Sponsorship attachment for details on how the grant funds will be used). ALL proceeds from 2008 BFKS (approx. $45,000) will benefit Big Brothers Big Sisters in Deschutes County. Big Brothers Big Sisters of Central Oregon share 2008 Sponsorship Packet Kids' Sake. January 31, 2008 Michael Daly Deschutes County 1300 NW Wall St. Bend, OR 97701-1960 Dear Michael Daly, On Saturday, May 3rd, Big Brothers Big Sisters of Central Oregon will host the ninth annual Bowl for Kids' Sake at Sun Mountain Fun Center! Bowl for Kids' Sake (BFKS) is a fundraising event and campaign to support Big Brothers Big Sisters of Central Oregon. Our program matches youth, ages six through fifteen with caring adult mentors throughout Deschutes, Crook & Jefferson Counties. Our "Bi,gs" and "Littles" spend on average, six to twelve hours a month together in the community participating in activities such as, hiking, biking, arts & crafts, or simply sitting and chatting. All youth deserve a positive role model in their lives. Community members are invited to participate in Bowl for Kids' Sake by entering a team of four to five people to bowl on Saturday, May 3rd for two hours between 10am and 2pm. The bowler who raises the most money for Big Brothers Big Sisters will receive a fabulous grand prize! You don't have to be a great bowler! Anyone can come and bowl to support the program! The enclosed information sheet lists the various sponsorship opportunities available and benefits to the sponsors. We encourage you to purchase a sponsorship package as soon as possible so that we may fully promote your company. If you would like to form a bowling team as well, simply give us a call at 541-312-6047, or visit our website at www.bbbsco.org. Thank you for your consideration and we look forward to hearing from you soon. Sincerely, Mark Wilke Program Director 2008 Sponsorship Packet Kids' Sake. King Pin $5000 Limited to one SPONSORSHIP OPPORTUNITIES • Business recognized as a King Pin Sponsor for Bowl for Kids' Sake on all radio advertisements promoting the event. • Business Togo included in all print advertisements promoting the event. • Business logo printed on all event posters displayed throughout Central Oregon • Business logo printed on Pledge Packets distributed across Deschutes County • Business logo on over 500 Bowl for Kids' Sake T-shirts • Sponsorship of two teams to bowl at the event ($700) • Recognition, logo and a Zink to your business on our website (www.bbbsco.org) • Business name and logo printed in the bi-monthly Big Brothers Big Sisters Newsletter (circulation 700) • Business banner displayed May 3, 2008 during BFKS • PSA distributed to all regional newspapers and radio stations regarding BFKS Lucky Strike $2500 Lirri7te� o four • Business logo included in all print advertisements promoting the event. • Business logo printed on all event posters displayed throughout Central Oregon • Business logo printed on Pledge Packets distributed across Deschutes County • Business logo on over 500 Bowl for Kids' Sake T-shirts • Sponsorship of one team to bowl at Bowl for Kids' Sake ($350) 2008 Sponsorship Packet Cids Sake: Recognition on our website (www.bbbsco.org) • Business name printed in the bi-monthly Big Brothers Big Sisters Newsletter (circulation 700) • Business banner displayed May 3, 2008 during the BFKS • PSA distributed to all regional newspapers and radio stations regarding BFKS Spare Sponsor $1000 • Business logo printed on Pledge Packets distributed across Deschutes County. • Business name printed in the bi-monthly Big Brothers Big Sisters Newsletter (circulation 700) • Business banner displayed May 3, 2008 during BFKS • Recognition on our website (www.bbbsco.org) Lane Sponsor $500 • Business banner (provided by us) displayed over a bowling lane during the event. • Business name printed in the bi-monthly Big Brothers Big Sisters Newsletter (circulation 700) • Recognition on our website (www.bbbsco.org) Pin Sponsor $250 • Business name printed in the bi-monthly Big Brothers Big Sisters Newsletter (circulation 700) • Recognition on our website (www.bbbsco.org) ***AII Sponsors will receive public address recognition at the event*** 2008 BFKS SPONSORSHIP REPLY FORM 2008 Sponsorship Packet Kids' Sake. AME: COMPANY: ADDRESS: CITY: STATE: ZIP: PHONE: FAX: E-MAIL: ❑ KING PIN $5,000 ❑ LUCKY STRIKE $2,500 ❑❑ SPARE SPONSOR $1,000 ❑ LANE SPONSOR $500 ❑ PIN SPONSOR $250 Enclosed is my check payable to Big Brothers Big Sisters of Central Oregon Please Bill Me Charge My Credit Card (circle one) MC VISA Card Number: EXP. DATE: Signature: DATE: ❑ I would like more information on forming a BFKS Bowling Team ❑ I am unable to sponsor, but would like to make a $ donation. ❑ My gift is matched by a corporate matching fund. (Please enclose form) Please fax to 541-312-6052 or return by mail to: Big Brothers Big Sisters of Central Oregon 1900 NE Division Street, Suite 202 Bend, OR 97701 VVWW.BBBSCO.ORG 2008 Sponsorship Packet Big Brothers Big Sisters of Central Oregon BFKS Bend 2008 - Budget Income: Presenting Sponsor x 1 @ $5,000 $5,000 Major Sponsors x 2 @ $2,500 $5,000 Lane Spopnsors x 20 @ $500 $10,000 Business Sponsors x 2 @ $1,000 $2,000 Pledges/Bowlers $28,000 Total: $50,000 Expenses: Advertising $500 Fees $1,000 Printing $600 Prizes $150 Supplies $650 T-shirts $850 Total: $3,750 Net Income: $46,250 LOOM Pas!Aaa 0 8 co O coW 0 c 0 0 C O 0 0 c 0 w O S O 0. CO3 03 0 CO W C) d O 7 S 7.1 0 (D � y 0O a: w w 7 w O. N co y0 3 7 ( w 2 2, 0 ='s (D A a O • 0 01 j 7 • O y 7 N • ' 0 O c (0 j. w N (0 • 3 • s D� ca. CD 0 0 ( D 0 3 j.<' 17) (7).WW o c y -0 Gy' m y w 0 0 O o. W3 o Fri 0 S33IAH S H111OA r 1:1V13r seo!,U3S innoA r'e8 r - IRS D� .,n iI R s c the Treasury [ !net -nal Revenue Service 0G D EN UT 84201-0046 J BAR J YOUTH SERVICES INC 62895 HAMBY RD BEND OR 97701-9575956 In reply refer to: 0424060201 Mar. 23, 2004 LTR 252C 93-0677650 000000 00 000 03223 BODC: TE Taxpayer Identification Number: 93-0677650 Dear Taxpayer: Thank you for the inquiry dated Mar. 03, 2004 We have changed your business name as requested. The number shown above is valid for use on all tax documents. For your convenience, we have ordered corrected Forms 8109, Federal Tax Deposit Coupons for you to make your deposit. You should receive them in five to six weeks. REMINDER - Your new business name should also be used if you deposit electronically. You can make Electronic Funds Transfer (EFT) payments using the government's Electronic Federal Tax Payment System (EFTPS) through a financial agent designated to process tax payments. If you have any questions, please call us toll free at 1-877-829-5500. If you prefer, you may write to us at the address shown at the top of the first page of this letter. Whenever you write, please include this letter and, in the spaces below, give us your telephone number with the hours we can reach you. Also, you may want to keep a copy of this letter for your records. Telephone Number ( ) Hours Economic Development Fund Discretionary Grant Program Organization: Deschutes County 4-H Leaders' Association Organization Description: Deschutes County 4-H Leaders' Association is a non-profit organization established to financially assist the OSU/Deschutes County 4-H program. The mission of the 4-H program is to help young people to learn and grow through a process to build competence, confidence, connection, compassion and character (the 5 C's). Project Name: Five C's Project Project Description:The Teen Staff is for youth in 7th to 12th grade to partner ship adults to enhance leadership development while providing skill building activities. The Five C's Project will monitor the Teen Staff program through monthly surveys to measure there levels of competence, confidence, connection, compassion and character. Project Period: March 2008 — February 2009 Amount of Request: $7,000 (Total budgeted cost = $16,200) Previous Grants: • July 2001 - $3,000 ($3,000 Daly) • May 2002 - $3,600 Educational/Training Equip. ($3,600 Daly) • September 2002 - $3,250 Shelving and Storage Equip. ($3,250 Daly) • September 2005 - $5,000 Update educational materials ($5,000 Daly) • September 2006 - $6,000 Challenge Course ($4,000 Luke, $1,000 Daly, $1,000 Clarno) Deschutes County Board of Commissioners 1300 NW Wall St., Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www,deschutes.or ; DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND DISCRETIONARY GRANT PROGRAM APPLICATION Direct Application to: Commissioner Tammy Baney Commissioner Dennis R. Luke Date: 2/4168 Commissioner Michael M. Daly All Three Commissioners Project Name: Project Beginning Date: r Amount of Request: fin) Applicant/Organization: Address: Project End Date: Date Funds Needed: Tax ID #: City & Zip: Telephone: Desch 1i/L ',ers'4 3,513 Sw rpP-7' GA% Contact Name(s): Fax: Day/04'7, Alternate Phone: 54fa --/z sf8 Email: 4/A49 7 3�2DD e �3—k,P2a= 16 J eJmf '2 77 s -4o'? r On a separate sheet, please briefly answer the following questions: 1. Describe the applicant organization, including its purpose, leadership structure, and activities. 2. Describe the proposed project or activity. 3. Provide a timeline for completing the proposed project or activity. 4. Explain how the proposed project or activity will impact the community's economic health. 5. Identify the specific communities or groups that will benefit. 6. Itemize anticipated expenditures*. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. If the grant will support an ongoing activity, explain how it will be funded in the future. Attach: Proof of the applicant organization's non-profit status. *Applicant may be contacted during the review process and asked to provide a complete line item budget. Amount Approved: By: Date: Declined: By: Date: DESCHUTES COUNTY 4-H LEADERS' ASSOCIATION 3893 S.W. AIRPORT WAY REDMOND, OREGON 97756 February 6, 2008 Dave Inbody Deschutes County Administration 1300 NW Wall Street, Suite 200 Bend, OR 97701-1960 Mr. Inbody: I would appreciate your consideration in forwarding the FIVE C's Project proposal to all three Commissioners. The request is for $7,000. The FIVE C's Project will measure the levels of confidence, compassion, connection, character, and competence 4-H members gain as they undertake projects, events, and activities that lead to their contributing to Deschutes County communities through healthy and safe families, social relationships, and economic self-sufficiency. The FIVE C's Project is scheduled to begin March 2008 and conclude in February 2009. Respectfully, k David J. Win Associate professor OSU/Deschutes County 4-H faculty RECE11U FEB 1 1 �nnu FEB 1 1 2008 BOARD OF COMMISSIONERS ADMINISTRATION DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND DISCRETIONARY GRANT PROGRAM APPLICATION 1. Describe the applicant organization, including its purpose, leadership structure, and activities. The Deschutes County 4-H Leaders' Association (DC4HLA) is a 501 (c) 3 charitable organization established to financially assist the OSU/Deschutes County 4-H program carry out its mission to help young people learn and grow through an intentional process that builds competence, confidence, connection, compassion, and character (known as the Five C's). The DC4HLA is governed by an Executive Board and Council made up of elected and appointed adults. State 4-H faculty and county supported staff advise the DC4HLA and, in turn, receive advice from the DC4HLA. 2. Describe the proposed project or activity. The FIVE C's Project Teen Staff is a 7th through 12th grade 4-H member program within Deschutes County 4-H that incorporates youth/adult partnerships designed to enhance leadership development while providing meaningful skill building activities. The FIVE C's Project will monitor Teen Staff periodically through one calendar year. During this time, Teen Staff will respond to monthly surveys designed to measure levels of competence, confidence, connection, compassion, and character. Teen Staff are trained as para -professionals to carry out duties and responsibilities associated with educational events and activities. As examples: Teen Staff provide clerk services for competitive events, staff the 4-H Building and answer 4-H related questions during fair, and assist the DC4HLA in raising needed funds through the annual Gala, Million Penny Radio Round Up, the Over the Clover Cafe, and their own entrepreneurial initiatives. It is anticipated that participation in Teen Staff will lead to increases in each of the five C's. 3. Provide a timeline for completing the proposed project or activity. Mar 08 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb 09 Pre Test Pre Test Pre Test Pre Test Post Test Post Test Post Test Post Test Post Test Post Test Post Test Post Test Pre Test measurements will take place starting in March 2008 and conclude in June 2008. Post Test measures will be taken from July 2008 through February 2009. 4. Explain how the proposed project or activity will impact the community's economic health. The literary evidence supports the notion that youth engaged long-term, with caring adults, through meaningful activities, increase their levels of the five C's. Furthermore, research is showing that increased levels of the five C's lead to a Sixth C known as contribution. As contribution develops in Teen Staff the communities in Deschutes County can expect positive impacts through healthier family and social relationships and economic self- sufficiency. 5. Identify the specific communities or groups that will benefit. Teen Staff represent the broad rural and urban communities of La Pine, Bend, Redmond, Terreboone, and Sisters. Not only do the Teen Staff interact with youth in the 4-H program, they immerse themselves in their communities and interact with other youth, peers, adults, and the business sector. 6. Itemize anticipated expenditures. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. If the grant will support an ongoing activity, explain how it will be funded in the future. Project Income Income In -Kind Total Extension Service District $3,500 $2,200 $5,700 Economic Development Fund $7,000 $7,000 Deschutes County 4-H Leaders' Association $3,500 $2,200 $3,500 Total $14,000 $2,200 $16,200 Project Expenses Income In -Kind Total Evaluation $2,200 $2,200 Administration $14,000 $14,000 Total $14,000 $2,200 $16,200 DEEC}LUTES COUNTY 4-H LEADERS ASSOC 178X BEAR CREEK RD BEND, OR 97701 Gentlemen: Internal Revenue Service EP/EO Disclosure Desk P.O. Dox 2 350 Los Angeles, CA 90053 Person to Contact: L. Barragan (A to K) F. Miraflor (L to Z) Telephone Number: (213) 194-23:_6 R•=fer Reply to: 92-18 Date:-12�L RE: 93-6028976 DESCHUTES COUNTY 4-H LEADERS ASSOC This is in response to your request for a determination letter of the above-named organization. A review of our records indicates that the above-named organization was recognized to be exempt from Federal income tax -in MAY, 1964, as an organization described in Internal Revenue Code section 501(c)(3). It is further classified as an organization that is not a private foundation as defined in section 509(a) of the code, because it is an organization described in section (05). This letter is to verify.your exempt status and the fact that the determination letter issued in MAY, 1964 continues to be in effect. I.f you are in need of further assistance, please feel free to contact me at the above address. We appreciate your cooperation in this regard. Sincerely, Disclosure Assistant