HomeMy WebLinkAbout2013-05-23 Budget Meeting Minutes - Wrap Up
Minutes of Budget Meeting Thursday, May 23, 2013 Page 1 of 23
Deschutes County Board of Commissioners
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MINUTES OF BUDGET COMMITTEE MEETING
DESCHUTES COUNTY BOARD OF COMMISSIONERS
THURSDAY, MAY 23, 2013
___________________________
Allen Room, Deschutes Services Building
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Present were Commissioners Alan Unger, Anthony DeBone and Tammy Baney.
Also present were Tom Anderson, County Administrator; Erik Kropp, Deputy
County Administrator; Jeanine Faria and Teri Maerki, Finance; Dave Inbody,
Administration; Budget Committee members Clay Higuchi, Mike Maier and Bruce
Barrett; and for a part of the meeting, David Givans, Internal Auditor; Ronda
Connor, Personnel; Anna Johnson, Communications; Cheryl Circle, Finance; and
Scott Johnson, Kate Moore and Linda Webb, Health Services. No representatives
of the media were in attendance.
Bruce Barrett opened the meeting at 9:00 a.m., reconvening as the Deschutes
County Budget Committee for final review and recommendations. ___________________________
Health Benefits Trust Fund
Tom Anderson said that he has revised projections from Finance regarding
different percentages of rate increases for health care costs. Mr. Kropp has a list of
options to propose to EBAC to save costs or to ask employees to contribute more
towards the copay.
Jeanine Faria said that they propose a 5% increase per employee. The proposed
budget expects 8%. All else stays the same.
Mr. Anderson said this might solve the problem for FY 2014, but the future is an
issue. At an 8% rate, growth on materials and services, this covers about 90% of
the projected costs, with a $2 million decline in the fund. The only number that
would change is the amount charged to departments or changes in co -pay. Mr.
Barrett noted they would end up with about half a year’s funding.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 2 of 23
Mr. Anderson stated that 8% is a big assumption. The next year is based on
current claims including several large claims this year. It could happen every year;
they don’t know if the current year is an anomaly or if this is a valid assumption.
Various factors could influence this either way. By next summer, the pharmacy
could turn a profit, health risk assessments, etc.
It does not take into account any additional modifications to the health plan, or
decrease the ratio of employee/employer costs; and so on. No one knows what will
happen with health care over the next five years. Other factors might help with
costs or raise them. They are considering basic things such as charges to
departments. It is felt the 8% amount is fairly accurate.
Rhonda Connor added that they hired more at COIC, bus drivers, resulting in more
people but fewer programs.
Ms. Faria said the DOC and pharmacy did not exist in 2008-10 but came on board
in 2011. It is included in the comparison as much as possible. They used to work
through EBMS.
Mr. Higuchi asked if they carried over the HBT recommendations. Ms. Faria said
that it was 5%, then 8%, then 12% and then 15%. The only thing that changed was
the revenue piece, internally. The savings is incorporated and compounds.
Mr. Anderson stated the revenue side shows $200,000 per year, which reduces the
base. Ms. Faria added that the revenue stands alone. It is a minor piece of the
overall revenue.
Ms. Connor said that there has been a significant increase in bodies from 2008 -09.
Mr. Barrett noted that it is hard to evaluate historically with all the changes. Ms.
Connor stated that some retirees are still on the plan. Mr. Barrett said that it might
not be as dire as thought. Mr. Inbody asked if he should look at the per person rate
and not the overall number. Ms. Faria stated that they are still normalizing the new
state of affairs with the DOC and pharmacy. They are also looking at national
numbers. This is a starting point.
Mr. Maier noted that they are assuming reserves at 12%. Chair Unger said he
would soften things this year with 10%, and then show a spread for EBAC so they
can figure out how to make up the spread. Mr. Maier said that it is guesswork, but
based on the numbers, he does not like it going under three months. Ms. Faria
noted that even at 15%, revenue does not cover it. It is at 97% so is not sustaining.
Mr. Anderson said this would have to correct over three years and not just one.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 3 of 23
Mr. Inbody stated that the intent is for it to be at 95% by the end of the year,
revenue versus expenses. Mr. Maier said that even 12% wouldn’t fill the hole. He
would rather see it carry over. Ms. Faria said that the budget balances at 15%. Mr.
Maier noted that if there is a huge increase, he would rather it be at 12%. The
departments already have sticker shock at 15%. They need to prepare for whatever
next year brings.
Chair Unger said he needs to know the urgency. Mr. Higuchi replied that the
budget is balanced, but if they adjust and get more money out of employees, this
will impact the spreadsheet. They are not addressing the core problem. Chair
Unger said they are trying to do this incrementally. Mr. Higuchi said they need to
just tell employees it has to increase. This keeps getting put off.
Chair Unger said that there will be discussions over the next year to figure out
what to impact. They may want to see per FTE costs and keep it consistent, and
then go to the group to find out what the benefit changes might be.
Mr. Kropp said that asking for more than the $400,000 from EBAC would be hard
right now. It’s an 8% increase to departments and $1 million to the County. They
need to have an 80/20 split. Employees would have less coverage or more costs.
Moving this to 15% is a lot. They gave EBAC a list of revenue increases and
costs. They’d rather bite the bullet this year and not deal with it next year. He
suggested at 75/25 split. EBMS had come up with the wrong numbers so it means
more will need to come from employees.
He thinks 10-15% is acceptable. Mr. Anderson added that it would strain
relationships with EBAC to hit them up for more right now. 12% would help
departments and the general fund. Departments would not have the opportunity to
reprogram their budgets to something else.
Commissioner Baney said they are eating crow that is not the County’s due to
EBMS. Mr. Inbody noted that EBAC knows what is going on and is focusing on
the long-term. Mr. Maier said that the relationship with EBAC is critical. They
have worked hard to get a level of trust and cooperation. He wants to work with
them over the next year on these problems.
MAIER: Move that the rate be set at 12%
UNGER: Second.
No vote occurred.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 4 of 23
Additional discussion took place regarding additional COIC personnel, and the
departments that would have the biggest hit (Sheriff, Health, 9-1-1, Road, Solid
Waste). Commissioner DeBone said tax assessments are going up, so maybe 12%
is appropriate. Mr. Barrett asked how many months of reserves are comfortable.
Mr. Kropp said that EBAC is working well and he would like to set targets for
them to work on. Mr. Higuchi stated that increasing revenues should result in
increased services, not in more employee health benefits. This is County money
and they have to decide what services need to be provided. Mr. Maier stated this is
relevant but does not solve the problem. They have always been conservative.
Commissioner DeBone said this is a business decision. The general fund balance
is not connected. Mr. Anderson said that the task is to balance the budget for next
year. The discussion is more towards long-term changes to the health care plan.
He will ask for EBAC to come up with $400,000, in a fundamental way.
Chair Unger said that he is Vice Chair at COIC, and he knows they are struggling
with the plan. They are trying to get higher deductibles. This for instance impacts
bus drivers when the premiums go up. They are talking about whether they can
even stay within the plan.
Commissioner Baney said she agrees with Commissioner DeBone, but for this
year, the general fund is hitched to this wagon. In perspective, 12% is a good
number but maybe they should add a little back into the general funds to buy back
some services. She does not want them sitting on this money.
Mr. Higuchi said he can’t support 12%. 15% is a bit hit to departments, but so is
12%. They need to face the problem. His obligation is to support the decision, but
12% is a big hit. He would like to take the reserves down. If next year is a good
year, they can replenish it. For this year, support it from general fund. He would
like assurances that in future years this will change.
Commissioner Baney stated she is uncomfortable supporting this through general
fund. She is frustrated with EBMS and its figures. This threw off the entire plan.
She supports 10% with additional general fund support, but not after next year.
MAIER: Move that they reduce this from 15% to 12% with the understanding that
there will be future discussions to come up with a better formula.
UNGER: Second, with the understanding also that there might need to be some
general fund help.
No vote occurred.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 5 of 23
Chair Unger stated this would mean a softer landing. Mr. Maier prefers 12%.
Commissioner DeBone supports 12%. Commissioner Baney said she would go to
12% to avoid a big hit next year. Mr. Higuchi said he would go at 12% but wants
them to reconsider general fund help. Mr. Kropp stated that some get only general
fund, some get transfers, and some get none at all. Those that are general fund
only would have to cut services.
Mr. Anderson reiterated there is a proposed 15% increase, 8-15% for general fund
dependent, and 7% covered by general fund. He is hearing that instead of 15% it
would be 12%. All the rest would remain the same. The trust fund would be
higher at 12% at first. Mr. Higuchi wanted a commitment that next year they
won’t backstop it. Mr. Maier said he can’t agree to that since the don’t know what
next year will bring. He wants to keep it simple and not lock it in like that.
Commissioner DeBone said that he feels EBAC will make some tough decisions.
Ms. Connor noted that 30.5% of costs are inpatient, surgical and hospital, and there
is not a lot of control over those costs. Next is dental at 11%. They could make
this separate and charge for it. If it is combined, it is mandated. Or, they could
bring this in house and do it on site.
Commissioner Baney said the CCO feels dental has strong links to health. Some
dental problems end up in the E.R. She prefers that it be part of the plan for
overall health, but maybe there could be an extra charge.
MAIER: Move that they reduce the department charges from a 15% to a 12%
increase.
DEBONE: Second.
No vote occurred.
Mr. Barrett said he wants it as severe as possible now. He feels 10% would be
appropriate. Mr. Maier stated they have the ability to look at all this, with a
minimum of three month’s reserves. Chair Unger noted that he wants to see
consensus.
MAIER: Move that they set this at 11%.
BANEY: Second.
The vote was unanimous in favor.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 6 of 23
Ms. Faria was instructed to pay the difference through general fund. Mr. Inbody
said they need to identify a target of how many months in reserves. Consensus
was this should be six months. Mr. Kropp noted that they will need a three-month
plan to get control of this situation.
___________________________
Transient Room Tax
Discussion took place regarding merging Fund 160 with Fund 170 (transient room
tax and the Welcome Center property). They also addressed the reallocation of
funds going to COVA to the Fair & Expo instead; and the Sunriver Chamber of
Commerce request for a 10% increase (an additional $2,134 to cover additional
rent).
Mr. Higuchi said he would like to leave the two Funds separate. If it is combined,
COVA will think it is to get it all. Mr. Maier noted that they have a different
distribution formula. Commissioner Baney added that they know what comes in.
The Board can decide if there should be a different allocation. It is a significant
amount of their transfer already.
Mr. Anderson said this is not an editorial statement, but just the facts. Under the
current budget, COVA gets $824,000 between the two funds. Collections are up
this year, and projections through March is for about $1 million. They receive an
additional $170,000 over budget. For next year, being conservative, between the
two funds the transfer would be around $930,000, 13% over the current year
budget. One question is the COVA reserve fund of $600,000.
Commissioner Baney said that she would like to give a certain percentage to them
rather than having them get it all. They did carve out for Sunriver in the past.
There is a responsibility to do the same for the Fair & Expo, who had 92,000 heads
and beds for 2011 for Redmond and north Bend. Dan Despotopulos can map this
with months and events. The Fair & Expo is a significant draw for economic
development, and there is a responsibility to assist them. Maybe 5% can remain at
the County to disburse.
Mr. Maier asked if they should support them getting all the increase if it comes in.
Commissioner Baney stated that the Fair & Expo board is pushing to go out for a
2% increase in November. Bend is going after a tax increase also. They are under
the same pressure. If they provide funds for the Fair & Expo out of existing
revenue, it may take away that need.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 7 of 23
There have been discussions about the 2% and the County is getting groups like
Sunriver to support this. She is not sure how much the Fair & Expo might get out
of it. There is no line item s COVA as a board member. She doesn’t know what
they would do with the extra money.
Mr. Maier noted that COVA has always gotten 10-12% or more, while
departments were cut down to nothing. He does not propose creating a tourism
bureau for the County, but they are something like a department. Their
adjustments should be in line with the rest of the county budgets. They should be
equalized.
Mr. Higuchi said during the recession tourism dropped, so COVA probably got
less money. Commissioner Baney said that half their budget is from memberships
and other sources. Mr. Higuchi stated he supports a percentage but does not know
what that should be. COVA has to understand they need to provide line item
information.
The City of Bend wants to raise rates so it is okay if the County does this. It is
easy to pass because the tourists pay for it; this is the attitude. The downside is
that if there is another recession, they have the same problem everywhere.
Chair Unger feels the percentage is fair. State law requires certain things. It may
be a choice of COVA or the Fair & Expo. New money is different and is a fee to
the provider. Mr. Maier asked if they should give a percentage to the Fair & Expo.
Commissioner Baney noted that on page 263 of the program book, Fund 160, it
shows early funds mostly going to the Sheriff’s Office, with 18% to COVA
including 1% to the Fair & Expo and 1% to Sunriver. Fund 170 is the Welcome
Center. The debt service is gone and went to the Fair & Expo. Ms. Faria clarified
it went 50/50 to the County and the City of Bend.
Mr. Anderson asked if there is an agreement with COVA that obligates this to a
percentage. Ms. Circle said there is none. Mr. Anderson said the year -to-date
transfer to COVA is $824,000 through March. The Board could direct another
$170,000 to the Fair & Expo. Ms. Faria said that collections were higher so the
budget has changed.
Commissioner Baney stated that they could set a target; if there is more, they get
more. But the Fair & Expo doesn’t get more in that case. Mr. Anderson noted
that they are not obligated to give it all to COVA.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 8 of 23
If the current year comes in at $995,000, another $170,000 could go elsewhere.
Next year it is $929,000 for COVA, but they can set this at a lower amount. They
could set it at the current year budget and add a percentage if it comes in. Mr.
Maier said it is logical to go to 2010, see the total amount collected, figure out a
percentage and apply those to the remainder of this year and next year. If they go
over budget, they could share it proportionally. The Fair & Expo does not benefit
from the increase now.
Ms. Faria noted that some is a locked-in agreement with the Sheriff’s Office.
Funds are now treated the same. Commissioner Baney said that COVA also gets
regional money from the State. COVA only supports more going to the Fair &
Expo if it is new money. They estimate another $90,000 extra this year to COVA.
She feels a percentage allocation is best.
Mr. Anderson said that next year they are anticipating larger events, and they
propose $200,000 more to the Fair & Expo from the general fund. This could fund
that instead.
Mr. Anderson said they have an advertising plan if there are funds for it. They
need to attract new business. They lost sponsorships and programs in the past.
Commissioner Baney noted that there is value to COVA, too. Chair Unger said
that Roads needs funding; they take care of 900 miles of roads and a lot of that
goes from resorts to cities. Commissioner Baney said that Roads does not meet the
criteria. It can be given through general fund, though.
Commissioner Baney stated that Fair & Expo needs to have long-term funding.
They need to support the asset or build reserves, and do marketing. Mr. Maier said
that the goal is to get the Fair & Expo out of the general fund, and build $1 million
in capital reserves, which is not much for a $50 million facility. Mr. Kropp
indicated he is having Mr. Despotopulos put together a capital replacement
schedule so he can advise what is needed for the next five to ten years. They need
flexibility to make proper investments. Mr. Barrett said th at part of this should be
a marketing strategy. Mr. Maier noted that staffing there is down 50% and there is
nothing much left to cut.
Mr. Anderson said that Mr. Despotopulos has a business plan for the Fair & Expo.
The replacement value of the facility is $90 million, and they should have 2% in
reserves. They have just $500,000 now. Most has gone to operations over the past
five years.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 9 of 23
MAIER: Move that anything over the originally budgeted amount to COVA to
be split with the Fair & Expo 50/50, for capital reserves and marketing.
BANEY: Second.
Mr. Anderson said this would be ab out $200,000 over this year.
Mr. Maier and Commissioner Baney withdrew the motion and second.
___________________________
MAIER: Move that they set a 60/40 split for Fund 170 for 2014-15, and sustain a
general fund transfer for the fiscal year.
UNGER: Second.
The vote was unanimous in favor. ___________________________
BANEY: Move approval of the Sunriver Chamber of Commerce’s request for a
10% increase to cover additional rent, about $2,134, out of Fund 160.
MAIER: Second.
The vote was unanimous in favor.
Commissioner DeBone said there is a tie-in between Sunriver and La Pine, and
maybe there can be more leverage towards La Pine in the future.
___________________________
Health Services/Children & Families’ Commission
Mr. Anderson talked about bridge funding for the Children & Families’
Commission. Mr. Maier observed that this is a new concept; it’s a new ball game
and they don’t know the players or the rules yet. He feels their contingency is high
enough already and asked about the additional requested $125,000.
Ms. Maerki noted that the fund is sitting separately, and would move to Public
Health. Commissioner Baney said that the hope is to get them under the early
learning hub, which would provide funding. If that money is not available, they
could continue for a time. However, she knows they have been selected as a hub
for some of this.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 10 of 23
Mr. Maier asked why they need reserves. Mr. Anderson stated that they had asked
for this a long time ago. One reason was because of funding unknowns. They also
want to carry their own weight when they join the Health Department, to give more
certainty to the CFC and Health staff.
Mr. Higuchi said he feels they should spend it now. If it is needed later, it can be
supplemented. Mr. Maier stated that it was rolled into Health, and it would be
prioritized so programs can compete. CFC may want to maintain some kind of
separation for now to keep this consistent.
Commissioner Baney noted they are trying to align their work as set out by the
Governor, and they have to meet that criteria, at least for the early learning part.
Juvenile Community Justice will follow. Mr. Anderson agreed with the logic,
which makes sense to him.
MAIER: Move that $124,000 be transferred.
UNGER: Second.
Approval was unanimous.
Commissioner Baney added that this is based on the anticipation of funding and a
successful ELC application. She remains committed.
___________________________
Health Services/Behavioral Health - Schools
Commissioner Baney stated there is a request for $500,000 to secure federal funds
for two applications; and asked if this would not be an ongoing cost for the Sisters
location. She supports this work, but it was to be a one-time only expense. If local
adjustments are made, it is not needed.
Mr. Anderson stated that this is for all five school-based health care locations. Mr.
Higuchi asked how this would be paid out. It could be just a start.
Commissioner DeBone said that there are not a lot of slots available for the La
Pine community health center. Another provider walked away; and they can’t get
reimbursed and there is no cash flow. He asked if these services compete with
them.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 11 of 23
Mr. Anderson stated this is a delivery mechanism for health services, but asked if it
replaces a regional clinic. Mr. Inbody replied that it is intended to keep children in
school. Mr. Anderson asked if brick and mortar is needed, or if it is just services.
Commissioner Baney said they are implementing grant funding. Separate were
capital funds for operations. The private community continues to struggle. There
may be some duplication in services, but if they are not on the Oregon Health Plan
or indigent, it is billed to a private company. Private companies say they are losing
this business. The premise is getting the child back into the classroom. In Sisters,
the services are primarily dental and behavioral health.
Mr. Higuchi asked if they are competing with private physicians for some of this.
Mr. Kropp note that in the past there used to be a school nurse; now there are just a
few out there. He asked if the County is taking over this role that the schools used
to provide. Mr. Barrett said that Kate Moore of Health sees this as the delivery of
future care through federal and state funding. Commissioner Baney said that
funding should be commiserate.
Mr. Kropp stated he asked about long-term viability. With health care
transformation, this might be what is needed for service delivery in the future.
Mr. Higuchi said that the idea is to get them well and back into class. But it has
now morphed into the Oregon Health Plan. Mr. Maier noted that there has been a
loss of funds from grants and the State.
Commissioner Baney explained that the Governor put together a team to develop a
healthy people plan. They chose not to fund the SBHC. They are trying to partner
with federally-qualified health centers who can care for all, not just some. They
took over one in Redmond (Mosaic). That could be the budget directive, working
towards FQHC status.
Mr. Maier suggested they cut next year’s funding and eliminate it the year after.
Mr. Inbody noted that it would impact staff. Mr. Maier said that he doesn’t want to
cut their budget, but they need to know that some planning is needed and they
can’t expect even close to that level next year. Chair Unger agreed.
Mr. Kropp said that the Health Director feels the jury is out on health care. Mosaic
may run in the future as a contract model. The Board has been supportive,
especially in Sisters.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 12 of 23
ABHA funds were then discussed. Commissioner Baney said that this is another
hit. She asked if those could be used to offset health services general fund
transfers. There may be around $2 million. Ms. Faria feels it has to be spent but is
restricted to services.
Scott Johnson, Kate Moore (Program Manager, Maternal Child Health) and Linda
Webb (Supervisor of SBHC) joined the meeting.
Mr. Johnson said that additional school-based health care centers were added over
the years, one or two at a time when state grants were available, usually in
partnership with the school district. There are up to about sixty statewide.
The general trend is towards increasing these, which provide access and services.
They have received additional County and state funds, and worked towards
increased billings.
The CCO began in August 2012. The challenge is being reimbursed from Pacific
Source. They try to diversify funding, which is up by about $30,000 from last
year. The big push is to get health partners for the centers and get billings up.
He heard a reference to the Lynch Center, which was the first venture, and the
word was to get partners. Mosaic is the lead operator there now. There has been a
huge uptick in the number of visits, and they are widely regarded as being
successful with this. They are expanding from there.
At the Public Health Advisory Board meeting, it was determined that the FQHCs
will work with the uninsured and those on Medicaid. Gilchrist is coming up. They
will need to stay on the tactic of getting partners. Washington County is taking
this approach.
He does not think it is realistic to keep six centers open at a reduced level during
the school year. He will work with them one more year. They’d have to evaluate
which center would need to be cut.
Mr. Maier stated that these started in 2004-05 and there was some grant match
money. He is shocked to see this at over $500,000 in match now, from the general
fund.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 13 of 23
Kate Moore said that when the previous director was here, there was a large budget
in shared services. The philosophy has been to break out costs in every program to
help with other costs. They then look like they are more expensive. The true cost
was not really known in the past. When it started coming together, it was a
surprise. Mr. Johnson added that it was not broken out in public health when he
took over the department.
The concern is when it stops. The County does not have enough to solve all the
public health issues here. The name ‘school based’ is misleading.
Commissioner DeBone asked if some public health nursing resources are allocated
there. Ms. Moore said there are new programs and new staff. School nursing
funds are allocated not to schools, but to one-on-one special needs students. Some
have diabetes or other issues. This has filled in for general population health needs
such as suicide attempts, illnesses and injuries. This is minor compared to other
issues. Primary public health gets to them in the schools.
They are doing a lot of outreach. It is not as simple as treating a cold. Visits can
take an hour and they start doing risk assessments that take a lot of time. It is a lot
more than primary care. They do immunizations and go to the people where this is
not available or there are transportation issues. They want to help the kids stay in
school and not have to deal with potential dropouts or worsening mental health
issues. This is not billable or reimbursable. They need to try to generate more
billable costs so they can do the other important work.
Ms. Moore stated that Lynch did not want them to leave after the launch grant
ended. Mosaic found this to be a valuable partnership but they don’t ask the
students if they are homeless, do they need flu shots, do they need WIC help, and
so on. This takes a true cultural exchange. The opportunity to partnership is
exciting; it can reduce costs but continue important work. There are a lot of things
Health does that no one else will. This fits in with what the CCO is seeking,
bridging primary care.
Mr. Barrett noted that the CFC has pages of information on services they were
providing, such as assessments. Health added primary care but it seems like some
duplication.
Ms. Moore said that Health Beginnings is a universal screening program. This is
primary care but not ongoing case management.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 14 of 23
Commissioner DeBone said this is general fund tax dollars. He asked if this is a
traditional use for public health or is State mandated. Mr. Johnson said that some
counties do support the SBHC. There is more County money than State money.
Within the scope of public health, you try to get into a situation where you can
screen all the kids. There are primary care elements, but they also have to consider
things like bullying or sexual activity. A lot of messaging is done at the centers.
Ms. Moore noted that the general fund affects almost all of it, vac cinations and
more. About one-third is covered by other sources. A lot more state funds go into
behavioral health through the OHP. Public health has been de-funded by the State
and Federal. Oregon is about #40 of 50 states in funding.
Commissioner Baney stated that she is supportive of the initiatives and the reasons
why. The conversation goes to the $25,000 to get started and providing overhead,
but there are no funds to operate them. They appear to be operating clinics. The
pilot funding gets to owning it, and trying to find partners. They get in trouble
with billing. If the big issue is public health components being married up with
others, this is not the county.
Ms. Moore said that a good percentage of the clientele is not covered by OHP.
They are often transient or homeless. About 40% are not insured. This is where
the work begins. This is an access model. They are not all CCO and not all could
go to private practice. Mr. Johnson stated they will do the best they can with what
they have. He has no problem with setting limits and parameters.
In regard to ABHA funds, Commissioner Baney asked if they can use any of this
for administration; for instance, the cost of running a behavioral health program.
Mr. Johnson said that he worries about cost creep. Maybe there will be more
contracting. It is not in the budget yet, but will be in the plan.
Mr. Maier asked if they are concerned about using one-time money; do they have a
plan to sustain. Mr. Johnson said they care for 30,000 people on $100 million.
They can’t do this at $40 million. They could cover the front end and Medicaid.
Mr. Maier asked for a well thought-out distribution plan for the ABHA funds while
they last and beyond.
Chair Unger noted that indigent and stopgap services are being delivered by the
County. The model works but it costs money. It has morphed into more. It looks
like it costs about $90,000 per clinic. Mr. Higuchi said he thinks it will keep
growing. He doesn’t want them having to chase billing customers. The schools
are talking about even more services.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 15 of 23
Chair Unger noted that the schools can’t do the work anymore. FAN helps to keep
kids and teachers there. It is part of the core mission. Mr. Barrett said it is a Board
decision. He is concerned about including everything as a potential service, and
how far it will go. His job is to consider whether it balances.
Commissioner DeBone said it involves family, community and church. This is not
wrong, but he wondered if it is the function of government. Chair Unger stated it
is and always has been.
Mr. Maier noted that 25 years ago, half of the health staff was school nurses, and
funds came from schools. Then they hired their own. Schools cut back nurses to
part-time and then to none. The County then picked it up. The need is huge. This
is a policy decision for the Board.
Mr. Kropp said it is too late to cut this in half now. Mr. Johnson has been talking
about a business plan for the SBHC. They should move forward today and get a
report back within a few months for this specifically, and then consider a policy
change.
Commissioner Baney said that partnering needs a timeframe. If the funding is
there, no one will push the envelope. Mosaic has programs that can go into homes.
The County’s role needs to be defined. They are trying to fill in the niches with
Mosaic and the FQHC. They should partner with someone else and not be the
lead. They can do this on their own time and pay schedule.
Mr. Maier said they should carve out the numbers for the SBHC so they will know.
Ms. Faria stated she did not know they had added to the programs, allocated and
fully loaded so it looks like more. Mr. Barrett asked if they should leave it the
way it is but have a plan for next year. Mr. Maier said they could cap it for the
future to get some movement. Mr. Higuchi agreed. He noted that he gets a sense
that Mr. Johnson wants to go one way but his staff wants to go another.
Commissioner Baney said that whatever it is, it needs to be sustainable.
Chair Unger stated that they could drill down deeper and set a path for public
health. They can cap, but that might not help in a review of public health. It is
changing. Mr. Barrett said that he is uncomfortable where this is going, which is
beyond his scope. Mr. Anderson said a cap won’t go far enough. They could
require this program be segregated so it can be analyzed, with the understanding
that it needs to look different next time. They need to have partners and a business
plan, and it needs to be more self-sustaining.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 16 of 23
Chair Unger noted that they could reallocate other funds if they want to. It is a
developing delivery system that isn’t going how they thought. Mr. Anderson said
that some agonize over $25,000 for another person, versus a budget need of
$500,000. Commissioner Baney added that some parents don’t want their kids
talking about medical stuff with the SBHC people. They want to use their own
doctor. They need to work towards population health.
Commissioner DeBone said he would rather see a private clinic with a health nurse
available. Commissioner Baney stated this goes into family and church. They
can’t step into this but there is a need for some public health care.
Mr. Higuchi said the Board makes the decision, but needs to know wh at they are
paying for. They may need to pull in the reins. Chair Unger said that Health needs
to deliver care the way they think it should be done, but can take funds from
somewhere else if they choose. Ms. Faria noted that non-general fund programs
are isolated or designated to specific things. No programs are fully self -
supporting.
___________________________
CDD
Mr. Anderson said that Nick Lelack is now the CDD Director and also the
Planning Director. Rather than reducing the department by one FTE, he suggested
that Lori Furlong be elevated to Administrative Manager. On the Planning side,
they could replace the Planning Director with a staff level partner. There would be
a savings of approximately $40,000, so they could reduce the general fund transfer
by that.
There was consensus.
___________________________
Veterans’ Services
Mr. Anderson said that Keith McNamara mentioned talking with the VFW in La
Pine and the American Legion in Redmond, and both offered to do remote work at
those facilities. He then would not need space in a County facility in those cities.
This would be a $12,000 reduction in costs.
The question is since this is general fund supported, would this money remain in
the budget. Indirects are a factor. They could reallocate across other departments
or have it come out of the building services contingency.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 17 of 23
Mr. Maier noted that sometimes the space is not that great and perhaps not the best
atmosphere. With the County, there is a desk and privacy. He should take the
option if it is the best space for the program. However, they should not push into
sub-standard space. They also need to make it clear that this is a true County
service, not just a volunteer who might not be as professional. He does need the
additional help.
Mr. Kropp confirmed that there is too much work, and he is behind and needs to
catch up. Mr. Maier said that there are a lot of veteran workers in this area.
Veterans Services administration is in a logjam. There is not much that can be
done on this end.
Mr. Kropp said that different organizations do different things. COVO helps with
the homeless. Some try to help with claims processing, but sometimes they are not
certified or knowledgeable, or they try to charge a fee, which is not legal.
The group recommended that the funding remain, $12,000 more for staffing.
___________________________
Elected Officials
The group discussed COLA increases for elected officials.
For the Assessor and the District Attorney, a 2% COLA plus mark -ups.
For the Clerk, 4%.
For the Sheriff, 5%.
For the Board of Commissioners, the Justice of the Peace and the Treasurer, a
1.6% COLA.
Mr. Maier noted that there was a lot of discussion regarding the Sheriff. The point
came up that there was a fear of compression with command staff. Their pay is
within about 5%. The Sheriff is well compensated when compared to other law
enforcement, but he also has a lot more responsibility than most.
The Budget Committee approved the COLA numbers.
___________________________
Reallocation of Internal Services Charges
The Committee approved the adjustments as presented
Minutes of Budget Meeting Thursday, May 23, 2013 Page 18 of 23
___________________________
District Attorney’s Office
Mr. Anderson said the District Attorney wants an additional Deputy District
Attorney for civil commitments. It appears he is asking for two positions,
however. There was an analysis done regarding the transfer of this work from
Legal Counsel to the D.A., at .09 attorney at legal. Support was about .25. The
concept was presented to the D.A., who felt a paralegal would be needed for this
work. They could absorb it with an attorney but need support staff for the
administrative part.
The D.A. then backed down and said he wanted a D.D.A. instead, for this and for
child support work later. He presented this at a Board work session. It would start
on August 1. This week when this was presented, the D.A. did not mention child
support enforcement, but pegged this work to 30-40% of this person’s time.
Additional time would be used to help with other needs in the department, including
about 10-20% in mental health court. The request has morphed over time.
If the request is just to be able to handle civil commitments, it is hard to justify
adding a D.D.A. The other way to look at it is if you believe the other part o f the
time is needed for other work in the office, and for flexibility and coverage, which
might be different.
Mr. Higuchi asked if this work could be contracted out. Chair Unger said that this
has been asked and it can’t be. It is complicated and spo radic, and there is lots of
liability.
Mr. Anderson said he is aware of one county who does this on contract, with a
retired counsel who is flexible. He thought this might be viable here, but it isn’t.
Chair Unger stated that the D.A. has capacity and should be able to adjust for these
urgent cases. Mr. Maier said that he doesn’t need another attorney. He thought he
should just get some money and use it as he wants. Chair Unger said he asked the
D.A. to figure out what the cost would be over six months, and it can be adjusted if
needed. Ms. Faria noted that she is not sure it is just one FTE. It looks like two.
Commissioner DeBone stated he doesn’t want to see more horsepower in the
D.A.’s office when the courts already can’t get things through. Mr. Higuchi said
that the Board painted itself into a corner. They should just give him $25,000 and
let him figure it out. Commissioner DeBone added that the office seems to be
running well, and he has reserves. He will always want more resources.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 19 of 23
Mr. Anderson said it is not as if the D.A. is being stiffed on the budget. They are
already adding $400,000 for various programs and costs such as PERS, Victims
Assistance and health costs. Commissioner DeBone said that he always wants to
do everything separately.
Mr. Higuchi stated the other departments get the same thing. Victims Assistance is
legitimate. It is not like he is getting favorable treatment. Commissioner Baney
said that he states they have not added a D.D.A. since 2008. Mr. Maier noted that
crime has gone down. The judges are shorthanded. Other departments are being
cut. They could go into contract services or hire extra help.
MAIER: Move that they give $25,000 additional for civil commitment
proceedings, and for the D.A. to report back in six months on how it is
going.
HIGUCHI: Second.
Support was unanimous.
___________________________
IT Request from the D.A.
Mr. Anderson stated that the D.A. wants his own I.T. system. He says the records
have to be secure, with him having full control. He says it will cost him less to
have an I.T. unit than paying the County in indirects. He segregated e-mails and
took over implementation of JustWare software, which was purchased by the
County. I.T. began installation and now he has taken this over.
Mr. Maier thought it was to be done cooperatively with I.T. here. Mr. Anderson
said that more recently he took over the end-user support and help desk part. All
of this goes to Chad Morris and not to I.T. The bill he saw for indirects has I.T. at
about $70,000 over, so he said he could do it for less. Already he has his own I.T.
person plus a temporary person to assist.
He wants the I.T. charge removed from his budget and some software-related
pieces provided for him. He wants to own the phone service, internet and other s.
Initially the County played along and removed the I.T. charges. There are a lot of
unanswered questions now. So the I.T. charges were put back in and some adds
removed.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 20 of 23
Since then, there have been more discussions. It is a complicated process to
segregate I.T. to a department. It is a multi-year proposal. The nature of I.T.
charges are based on what time I.T. has to spend on it. Most are in arrears, and
much of this was JustWare. He had no idea how many times staff had called I.T.
for help. He cut the cord then and no calls came to I.T., but now the I.T. person
there is overwhelmed.
Mr. Higuchi said that the County invested in JustWare and its implementation,
which was very expensive. He wanted it now, and this was short -term thinking.
As long as the County is funding his staff, he is going to want maintenance and
reserves funded.
Mr. Anderson said he left it with the D.A., asking for an initial proposal in
February. There has been a lot more information since. To make a final decision
regarding I.T. functions, he needs a revised proposal that compares the cost of I.T
two years ago, at $190,000, to where it would be if this whole process was done.
He is still linked into the County network. He wants a new phone system, a second
I.T. person and more. But this was not brought up earlier in the week. Now it is
just summary numbers that don’t allow for an informed decision.
Mr. Higuchi pointed out that one person can’t do it all. It’s not free and not a cost
savings.
Mr. Anderson said that two full-loaded people costs at least $160,000, more than
I.T. costs. Plus storage costs, e-mail fees, internet fees, software licenses and other
things making it substantially more.
Mr. Maier asked how far along they are in JustWare. Mr. Anderson said they are
at about 3 out of 10 steps. The one person can’t do it all. The D.A. is taking a big
shot at this just to get away from the County. They should pay for the help desk
and other work, and let Chad Morris get JustWare going. It is just that he w ants to
have complete control.
Mr. Barrett said he sees this as more than just a budget issue. Chair Unger noted
that the D.A. is focused on just what he wants, does not trust the County, and will
push for what he wants to get. You either pay him or stand up to him. He has not
shown why it is prudent for him to change.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 21 of 23
Mr. Higuchi asked if the budget includes I.T. Mr. Anderson said this part of it
does not. Mr. Barrett noted that it appears he did not go through the proper
channels or process. The Budget Committee can’t deal with this. Mr. Anderson
stated that he keeps changing what he wants. The proposal is not complete enough
for the Budget Committee to decide. Chair Unger asked how this could be
softened. Mr. Barrett pointed out that the County is making all the effort.
Commissioner Baney said that some of his staff struggled with some of the I.T.
staff. They bumped along. No one in I.T. was that familiar with JustWare. They
have been working on this issue for three years. The difference is that he does not
trust our information and we don’t trust him. Mr. Barrett said this may never
happen. However, he needs to show what he needs to make it work.
Chair Unger said he has asked for over $1 million over the past two budgets for
this. Commissioner DeBone noted that he wants a walled area where no one else
can come in. I.T. can provide security and support, and has FBI certified systems
in place.
Mr. Maier said that Victims Assistance is in the budget and needs funding.
BANEY: Move that this request be supported.
MAIER: Second.
Support was unanimous.
___________________________
Other
Ms. Faria brought up the video lottery discussion and juvenile crime prevention. It
is teed up through this program but is general fund. There is confusion as to
whether this is CFC or Juvenile. It is not budgeted now, but is in the wrong place.
The Budget Committee recommends it continue, from the general fund, but she
needs to know to which fund. It would go to the CFC as the Early Learning fund
for distribution.
UNGER: Move that $89,350 be added to the Early Learning budget within the
Health fund.
MAIER: Second.
Approval was unanimous.
Minutes of Budget Meeting Thursday, May 23, 2013 Page 22 of 23
Budget Approvals
MAIER: Move approval of the Deschutes County budget of $287,161,996, as
adjusted for approved changes, and set the tax rate at $1.2783 per
$1,000 of assessed valuation.
BANEY: Second.
Approval was unanimous.
___________________________
MAIER: Move approval of setting the tax amount of the levy for bonded
indebtedness at $3,303,369.
HIGUCHI: Second.
Approval was unanimous.
The Deschutes County budget meeting was closed.
___________________________
Reconvened the Budget Meeting of the Countywide Law Enforcement County
Service District.
DEBONE: Move approve the Countywide Law Enforcement County Service
District budget of $24,658,662 and set the tax rate at $0.9500 per
$1,000 of assessed valuation.
MAIER: Second.
Approval was unanimous.
___________________________
DEBONE: Move approval of the Countywide Law Enforcement County Service
District capital reserve budget of $523, 000.
BANEY: Second.
Approval was unanimous.
The Countywide Law Enforcement District budget meeting was closed.
___________________________
Reconvened as the Rural Law Enforcement District County Service District.
HIGUCHI: Move approval of the Rural Law Enforcement County Service District
budget of $14,745,221, and set the tax rate at $1.4000 per $1,000 of
assessed valuation.
BANEY: Second.
Approval was unanimous.
HIGUCHI: Move approval of the Rural Law Enforcement County Service District
capital reserves budget of $1 ,374,000.
UNGER: Second.
Approval was unanimous.
The Rural Law Enforcement County Service District budget meeting was closed.
Being no further discussion, the meeting adjourned at 2:45 p.m.
DATED this 1 1~Day of ~-C 2013 for the
Deschutes County Board of Commissioriers:
Alan Unger, Chair
Tam ~air
ATTEST:
Anthony DeBone, Commissioner ~~
Recording Secretary
Minutes of Budget Meeting Thursday, May 23,2013 Page 23 of23
BUDGET COMMITTEE AGENDA
Thursday, May 23rd, 2013
9:00 AM
•
Deschutes County
Reconvene the Deschutes County budget meeting
1)
Discussion items
HBT
-List of cost savings options provided to EBAC
-Target level in fund
-Review Rate Increase
2) Transient Room Tax
-Merge funds (Transient Room Tax-160 and Welcome Center-170)
-Allocate additional funds to Fair & Expo
-Sunriver Chamber request for 10% increase ($2,134)
3) Health Services-Children & Families Commission
-General Fund Transfer (Operations)
-General Fund Transfer (Bridge Funds)
4) Health Services-Behavioral Health
-School Based Health Centers
-Replace General Fund Transfer with ABHA Payoff
5) CDD
-Change Planning Director position to Associate Planner
-Red uce General Fund transfer
6) District Attorney's Office
-Additional Deputy District Attorney
-IT Request
-General Fund transfer increase to Victims' Assistance Program
7) Veterans' Services
-Reduce Building Services charges $12,000
8) Elected Officials' Compensation
-Salary adjustments and add pays
Page 1
BUDGET COMMITTEE AGENDA
Thursday, May 23 rd, 2013
9)
10)
Reallocation of Internal Service Charges and associated changes
Other items
BUDGET APPROVALS
Deschutes County
(Budget Committee-Commissioners, Clayton Higuchi, Bruce
Barrett, Mike Maier)
• 1) Motion to approve Deschutes County budget of $287,161,996 adjusted
for approved changes and set the tax rate at $1.2783 per $1,000 of
assessed valuation
• 2) Motion to set tax amount oflevy for bonded indebtedness at $3,303,369
• Motions to be seconded
• Budget Committee votes
• Close Deschutes County budget meeting...-------
Countywide Law Enforcement District (District 1)
(Budget Committee-Commissioners, Clayton Higuchi, Bruce
Barrett, Mike Maier)
• Reconvene the budget meeting of the Countywide Law Enforcement CSD
• 1) Motion to approve Countywide Law Enforcement County Service Distict
budget of $24,658,462 and set the tax rate at $0.9500 per $1,000 of
assessed valuation (Fund 701)
• 2) Motion to approve Countywide Law Enforcement County Service Distict
Capital Reserve budget of $523,000 (Fund 703)
• Motions to be seconded
• Budget Committee votes
• Close Countywide Law Enforcement District budget meeting,r-----
Rural Law Enforcement District (District 2)
(Budget Committee-Commissioners, Clayton Higuchi, Bruce
Barrett, Mike Maier)
• Reconvene the budget meeting of the Rural Law Enforcement CSD
• 1) Motion to approve Rural Law Enforcement County Service Distict budget
of $14,745,221 and set the tax rate at $1.4000 per $1,000 of assessed
valuation (Fund 702)
• 2) Motion to approve Rural Law Enforcement County Service Distict
Capital Reserve budget of $1,374,000 (Fund 704)
• Motions to be seconded
• Budget Committee votes
• Close Rural Law Enforcement District budget meeting
Page 2
MID-YEAR REPORT & 2013-14 FUNDING REQUEST TO
DESCHUTES COUNTY BOARD OF COMMISSIONERS
May 14, 2013
On July 1, 2012, the Sunriver Area Chamber of Commerce continued receiving
funds from Deschutes County to subsidize its visitor center operation. The
support for fiscal year 2012-2013 consists of $21 ,339 from transient lodging tax
monies.
Current Operations
Highlights of the visitor center's current operations are as follows:
Location -Building #13 in The Village at Sunriver (north end)
Hours of operation
> Off season - 8 hours/day, 4 days/week
> Peak season (July & August, holiday weeks & weekends) - 6 to 8
hours/day, 7 days/week
Staffing
> Off season -paid staff
> Peak season -paid staff supplemented by trained volunteers, as
follows:
• July &August -14 volunteers at 172 hours
• Thanksgiving week - 6 volunteers at 18 hours
• Christmas week - 3 volunteers at 9 hours
• Spring Break - 4 volunteers at 12 hours
Activity during the period July 1, 2012 to March 31, 2013
> 2.982 visitor inquiries and information packet requests processed as
compared to 2,976 during the same period last year (no significant
change).
> 10,000 copies of 2012-13 Sunriver Magazine distributed during the
period July 1,2012 to March 31,2013. (20,000 additional copies were
distributed prior to July 1, 2012.) 30,000 copies of the 2013-2014
edition are currently being distributed statewide, as follows:
• 9 State Welcome Centers, including POX
• Redmond Airport
• Chambers of Commerce and visitor centers statewide (including
COVA and VisitBend)
• All commercially rented lodging units in Sunriver
• 5,000 Pacific Crest Sports Festival participants
• Sunriver area businesses
• Digital edition appears on Travel Oregon's web site
> Web site -22,174 visits to our web site during the period, as compared
to 22,168 last year (no significant change)
• Digital edition of the Sunriver Magazine appears on the site .
• Web site includes a mobile web app, enabling Smartphone users
to access the web site's business directory and community
calendar of events
Community support
> Sunriver Owners Association -Provided logistical support for the annual
Sunriver Sunfest Wine Festival at the Sunriver Homeowners Aquatic &
Recreation Center (SHARC).
> The Village at Sunriver -Continued to provide the Chamber with office
space at a discounted rate. Village management is represented on the
Chamber's Board of Directors.
> Sunriver Resort -Subsidized the annual Swings for Strings golf
tournament which draws participants from around the state. Provided
free meeting space for Chamber events.
> Specialized Events -Partnered with the Chamber to host the annual
Sunriver Sunfest Wine Festival. This event draws approximately 3,000
visitors from across the Northwest.
Going Forward
Sunriver-specific marketing campaign
In the spring of 2012, six major stakeholders including the Chamber, Sunriver
Resort, JA Marketing (Sunriver Country Store & Marketplace), and three vacation
rental companies contributed a total of $20,500 to fund a Sunriver-specific
billboard advertiSing campaign in high traffic locations in the Portland Metro
market. Utilizing the theme "S un river: Find Your Adventure, "the billboards
advertised Sunriver as a summer vacation destination.
This campaign provided the impetus for the development and implementation of
a more extensive promotional effort by the Central Oregon Visitors Association
(CaVA). This spring, CaVA is spending more than $200,000 on a "Sunriver
Go Free" campaign in the San Francisco and Northern California markets.
CaVA plans to expand its Sunriver-specific marketing next year.
Operations in Fiscal Year 2013-2014
The Chamber intends to enhance its visitor center operations and marketing
efforts during the next year as follows:
Staffing -Recruit and train additional volunteers to serve as visitor center
hosts throughout the year.
Information materials -Acquire and/or develop new materials to meet the
information needs of visitors.
Sunriver Magazine -The 2013-14 edition has been expanded to 112 pages from
84 the previous year. Plans are to continue to enhance the content of the
2
,
magazine to make it even more relevant to the needs of visitors and prospective
visitors to Sunriver.
Web site -With the utilization by COVA of a Sunriver-specific web site and the
recent launch of a new "Sunriver Style" web site by the Sunriver Owners
Association (SROA), our Chamber intends to reevaluate the role of its own web
site as a visitor information source. Our intent is to complement, not compete,
with the COVA and SROA sites.
Community support -Act as a catalyst for the development of additional events
to draw visitors to Sunriver.
Sunriver-specific marketing campaign -Work cooperatively with COVA to
support its efforts to market Sunriver as the premier vacation and visitor
destination in Central Oregon.
Request for Funding
Since October 1, 2010, when the Chamber moved into its current office space
housing the Sunriver visitor center and Chamber administrative office, total
expenditures for office rent and utilities have increased from $7,142 to $8,755 per
year, or an average of 10.75% per year. (These figures are 80% of the annual
cost since the visitor center occupies 80% of the total floor space.) When our
Chamber renews its lease on October 1, 2013, we anticipate another 10%
increase in office rent, bringing our total annual expenditure for rent and utilities
to $9,493 (80% oftotal). Hence, we will be paying $2,351 more per year in 2013
14 than in 2010-11.
The Sunriver Area Chamber of Commerce respectfully requests that Deschutes
County continue its support of our visitor center and marketing efforts but at an
increased level of $23,473 for fiscal year 2013-2014. These funds will be used
for visitor center staffing and volunteer management as well as to help offset the
increase in office rent and utilities costs.
The Sunriver Area Chamber of Commerce wishes to express its deep
appreciation to the County Board of Commissioners for helping us continue our
services to Sunriver visitors and for supporting our efforts to market Sunriver as a
vacation destination. We sincerely thank you for your continued funding of our
visitor center operations and we look forward to keeping you informed of our
progress in providing this important service.
Sincerely, ....
J~~
Dennis Smeage '-
Executive Director
Sunriver Area Chamber of Commerce
Attachments
3
SUNRIVER AREA CHAMBER OF COMMERCE
Visitor Center Statistics -July 1, 2012 through March 31, 2013
TOTAL Same Period
Jul Aug Sep Oct Nov Dec Jan Feb Mar I Jul '12 -Mar '13 Last Year
INQUIRIES
Walk-in -Local
Walk-in -Out of Area
Walk-in -Out of State
Walk-in -International
Phone -Local
Phone -Out of Area
Phone -Out of State
Phone -International
71 35 4 1 1 5 2 8 3 130 94
598 585 52 28 31 31 23 27 88 1,463 1,383
312 325 24 11 3 14 0 14 19 722 623
35 13 2 0 0 1 0 0 6 57 41
8 28 3 0 4 0 2 0 17 62 31
57 34 14 13 17 0 6 10 17 168 185
8 9 5 4 6 1 1 0 2 36 71
0
----
0
--
0
-
0
-
0 0 0 0
-
0 0 1
Email -Local
Email -Out of Area
Email -Out of State
Email -International
ITOTAllNQUIRIES
0
0
0
0
1,089
0
0
2
0
1,031
1
0
1
0
106
0
2
0
1
60
0
2
2
0
66
0
0
0
0
52
0
1
4
0
39
0
0
1
0
60
-
0
2
1
0
155
-
1
7
11
1
2,658
~
20
30
0
2,481
VISITOR PACKET REQUESTS
local 0 0 1 0 0 0 0 0 0 1 0
Out of Area 21 4 5 1 0 1 14 9 11 66 100
Out of State 31 25 22 17 6 13 32 29 23 198 312
International 1 2 1 0 1 3 2 0 1 11 40
TOTAL VISITOR PKT REQUESTS 53 31 29 18 7 17 48 38 35 276 452
RElOCATION PKT REQUESTS 18 5 5 4 3 2 4 3 4 48 43 i
ITOTAl All PACKET REQUESTS 71 36 34 22 10 19 52 41 39 324 495
[WEB SITEVlSirs-----4,899 3,903 1,93 8 1,633 -[I727 1,745 2,16fT1 ,866 2,300 22,174 I 22,168
[iNfO MATERIALS DISTRIBUTED (I nventoried & calcula t ed as of June 3 0, 2013) I: .
Sunriver Area Chamber of Commerce
Visitor Center
Revenue and Expense
July 1, 2012 through March 31, 2013
Income
400000 • Publications Advertising
405000 • Web Advertising
410000 . Visitor Center Advertising
415000' Affinity Rebates
440000 • Service Fees
445000 • Grants & Contracts
450000 • Interest Income
455000 • Membership Dues
460000 • Merchandise Sales
465000 • Miscellaneous Income
477000 • Special Event Sponsorships
485000 • Annual Dinner Ticket Sales
Total Income
Gross Profit
Expense
600000 • Advertising Expense
602000 • Bank Fees
604000 • Dues and Subscriptions
606000 • Equipment Purchases
608000 • Equipment Rental & Maintenance
610000' Food & Beverage
614100' Insurance -Dir & Off
614200 • Insurance -General Liability
614300 • Insurance -Workers Comp
616000 • Postage & Shipping
620000 • Printing & Copying
622100' Professional Fees -Accounting
624000 • Publications
626000 • Rent
626100 • Utilities
628100 . Services -Compu Prog & Maint
628400 • Services -Website Development
628500 • Services -Website Hosting
632100' Supplies -OffIce
634000 • Telephone & Telecommunications
638100 • Payroll Expenses -Empl Benet
638200 • Payroll Expen -Salaries
638300 • Payroll Expenses -Payroll Tax
638400 • Payroll Expenses -Hourly
Total Expense
Net Income
Visitor Center
Chamber Funding
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
422.25
0.00
0.00
888.00
0.00
512.48
418.42
0.00
0.00
5,414.40
737.83
0.00
0.00
0.00
63.98
1.331.87
0.00
0.00
107.79
1,260.00
11,157.02
-11,157.02
Visitor Center
County Funding
0.00
0.00
0.00
0.00
0.00
16.004.25
0.00
0.00
0.00
0.00
0.00
0.00
16,004.25
16.004.25
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
14,366.25
1,638.00
0.00
16,004.25
0.00
All Chamber
YTO
1.800.00
3.517.50
1.290.00
767.46
90.40
16.004.25
7.47
25,422.50
138.00
6.234.01
3.500.00
620.00
59.391.59
59.391.59
240.00
611.06
170.00
568.98
1.263.46
214.30
744.00
1,110.00
242.35
930.33
1.376.39
1,328.00
905.00
6,768.00
922.29
236.08
307.61
2.272.35
1,094.07
1,664.85
1,440.00
22,398.04
2,877.21
1,260.00
50,944.37
8,447.22
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Sunriver Area Chamber of Commerce
County Support of Visitor Center
(PRO..IECTED)
..Iuly 1, 2013 through ..Iune 30, 2014
Visitor Center
County Funding
Chamber
Annual Budget
Income
445000 . Grants &Contracts 23,473.00 23,473.00
Total Income 23,473.00 23,473.00
Expense
626000 . Rent 1,818.00
626100· Utilities 316.00
638100 . Payroll Expenses -Empl Benef 0.00
638200 . Payroll Expen -Salaries 19,155.00
638300· Payroll Expenses -Payroll Tax 2,184.00
638400 . Payroll Expenses -Hourly 0.00
9,909.00
1,728.00
1,440.00
28,800.00
4,324.00
1,740.00
Total Expense 23,473.00 43,614.38
Page 1 of 1