Josephine County, Oregon. Adopted Budget FY

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1 Josephine County, Oregon Adopted Budget FY

2 The Government Finance Officers Association of the United States and Canada (GFOA) presented a Distinguished Budget Presentation Award to Josephine County, Oregon for its annual budget for the fiscal year beginning July 1, And have received the award since July In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communication device.

3 Josephine County Budget Committee Board of County Commissioners Simon G. Hare Daniel E. DeYoung Lily N. Morgan Committee Lay Members Steven Welch Margaret Goodwin Jim Brumbach Arthur O Hare, Budget Officer Budget Document Prepared By: Finance Department

4 Introduction: JOSEPHINE COUNTY, OREGON Table of Contents Budget Adoption: Appropriation Resolution Adopting Budget... 1 Property Tax Levy... 7 Notice of Budget Hearing LB Affidavit of Publication of LB Program Report (SB916) Introduction: Budget Message County Budget Process and Budget Goals Timber/O&C/SRS History Local Property Tax Limitation Tax Rate History & Where your 58cent tax Goes Graph Public Safety Election History and What Josephine County Has Done Financial Summaries: Summary of Budgets by Fund (3 Year) Summary Comparison of Budgets (Prior and Current Year) Expenditure Summary Explanation Five Year Projection of Budget Josephine County Adopted Budget History to Current (Graph) Josephine County Multi-Year Summary of Revenue & Expenditures by Category (Graphs) Description of Source of Revenues Summary of Estimated Financial Sources/Uses -All Funds (4 Year by Category & Type) Josephine County Fund Balance Analysis to Current (Graphs) General Fund Fund Description... Budget Resources and Requirements... 1 Summary of Budgets Schedule A... 3 Program Descriptions and Budgets: Assessor... 4 Clerk... 7 Treasurer Surveyor Veterans General Government Emergency Management Forestry Community Development/Planning Court Facilities Fund Level Board of County Commissioners Public Works Fund Fund Description Budget Resources and Requirements Program Descriptions/Budget Goals... 3 Accomplishments Public Safety Fund Fund Description... Budget Resources and Requirements... 1 Program Descriptions and Budgets: Sheriff... 3 District Attorney... 8 Juvenile Justice Fund Level... 15

5 Community Corrections Fund Fund Description... Budget Resources and Requirements... 1 Summary of Budgets Schedule A Two year view... 2 Program Descriptions... 4 Budget Goals/Performance Indicators... 6 Accomplishments... 7 Jail & Detention Fund Fund Description... Budget Resources and Requirements... 1 Summary of Budgets Schedule A Two year view... 2 Program Descriptions... 4 Sheriff Jail... 6 Juvenile Detention... 7 Mental Health Fund Fund Description... Budget Resources and Requirements... 1 Summary of Budgets Schedule A Two year view... 2 Program Descriptions and Budgets:... 4 Performance Indicators/Accomplishments... 5 Special Revenue Funds Program Descriptions and Budgets: Public Health... 1 Grant Projects Fund... 8 Building Safety Fund Court Security Fund Fairgrounds Fund Parks Fund Transit Fund Animal Shelter & Control Fund Clerk Records Fund DA Forfeiture Fund DA Special Programs Fund Juvenile Justice Special Programs Fund Public Land Corner Preservation Fund Public Works Special Program Fund Enterprise Funds Fund Descriptions... Jail Commissary Fund: Budget Resources and Requirements... 1 Program Description... 3 Airports Fund: Budget Resources and Requirements... 4 Schedule A (Two-Year View)... 5 Program Description/Budget Goals... 7 Performance Indicators/Anticipated Accomplishments... 8 Schedule F -Capital Outlay Schedule... 9 Administrative Internal Services Fund Fund Description... Budget Resources and Requirements... 1 Summary of Budgets Schedule A Two Year View... 3 ISF Allocation Schedule... 4 Program Descriptions and Budgets: Finance... 8 Information Technology Human Resources Legal Counsel Property Management Fund Level... 23

6 Internal Vendor Funds Fund Description... County Buildings and Fleet Fund Resources and Requirements... 1 Schedule A... 2 Program Description/Budget Goals/Anticipated Accomplishments (Buildings)... 4 Rate Sheet (Buildings)... 5 Program Description/Budget Goals/Anticipated Accomplishments (Fleet)... 7 Insurance Reserve Fund Resources and Requirements... 8 Program Description Rate Sheet (Insurance) Payroll Reserve Fund Program Description Forestry Reserve Fund Program Description Capital Funds and Capital Outlays Capital Outlay Summary... 1 Roads and Bridges Reserve Fund... 2 Property Reserve Fund... 6 Equipment Reserve Fund Debt Service Funds Program Descriptions and Budgets: Adult Jail Facility Debt Service Fund... 1 PERS Debt Service Fund... 3 Bonded Debt Service Table... 6 Trust Funds Program Descriptions and Budgets: County School Trust Fund... 1 Human Service Programs Trust Fund... 4 Library Programs Trust Fund....8 PEG Access Fund Sheriff Forfeiture Fund Sheriff Programs Trust Fund Inter-fund Transfer Schedule... 1 Personnel Josephine County Organizational Chart... 1 Salaries Paid From More Than One Source... 2 Salaries, Taxes and Benefits Percentages... 3 FTE by Department Comparison of through Budget... 4 County Budget Full Time Equivalents (FTE) Multi-Year History... 5 County Budget Full Time Equivalents (FTE) Multi-Year History-Trend Lines... 6 County Budget Full Time Equivalents (FTE) to GRAPH... 8 Salary Tables (Elected, Non-Union, AFSCME, FOPPO, SEIU, Sheriff Association)... 9 Schedule D- Personnel Lists by Department General Fund (Assessor, Clerk, Treasury, Surveyor, Veteran s Service, Emergency Mngt, Forestry, Planning, Commissioners) Public Works & County Fleet Public Safety Departments (Sheriff, District Attorney, Juvenile Justice) Community Corrections Special Revenue Funds (Health, Building Safety, Fair, Parks, Transit) Internal Service Fund (Finance, Human Resources, Information Tech/GIS, Legal/Law Library) Building Operations & Maintenance Airports Appendix Glossary of Budget Terms... 1 Glossary of Acronyms... 4 Josephine County History... 5 Profile of Josephine County Government... 7 Statistical Information - Josephine County... 8 Accounting Policies - Josephine County... 26

7 Budget Adoption

8 JOSEPHINE COUNTY, OREGON Budget Table of Contents Introduction Budget Adoption: Appropriation Resolution Adopting Budget... 1 Property Tax Levy... 7 Notice of Budget Hearing LB Affidavit of Publication of LB Program Report (SB916) Introduction: Budget Message County Budget Process and Budget Goals Timber /O&C /SRS History Local Property Tax Limitation Tax Rate History & Where your 58cent tax Goes Graph Public Safety Election History and What Josephine County Has Done Financial Summaries: Summary of Budgets by Fund (3 Year) Summary Comparison of Budgets (Prior and Current Year) Expenditure Summary Explanation Five Year Projection of Budget Josephine County Adopted Budget History to Current (Graph) Josephine County Multi-Year Summary of Revenue & Expenditures by Category (Graphs) Description of Source of Revenues Summary of Estimated Financial Sources/Uses - (2 yr Actual/2 yr Budget by Category & Type) Josephine County Fund Balance Analysis to Current (Graphs)... 47

9 BEFORE THE BOARD OF COMMISSIONERS FOR JOSEPHINE COUNTY STATE OF OREGON In the Matter of Adoption of the Budget for the Fiscal Year and Making Appropriations. Resolution No WHEREAS, on June 21st, 2017, the Board of County Commissioners for Josephine County met to hear public comment on the Budget as approved by the Budget Committee, which has been published according to law, in the The Daily Courier Newspaper and Josephine County Website on June 14th, 2017; and WHEREAS, the Board did then in public meetings instruct the Budget Officer to prepare revisions and adjustments within limits to the Budget Committee approved budget all in accordance with ORS and , NOW, THEREFORE, BE IT HEREBY RESOLVED that the Board of County Commissioners of Josephine County hereby adopts the budget for the fiscal year in the total amount of$ 104,261, 000 which includes appropriations in the amount of$ 103, 153,000 and full time equivalents( FTE) not to exceed , now on file at the office of the Josephine County Board of County Commissioners, and NOW, BE IT FURTHER RESOLVED that the amounts for the fiscal year beginning July 1, shown below are hereby appropriated as follows: 2017, and for the purposes FUNDS/ PROGRAM CLASSIFICATIONS APPROPRIATION FTE 10 - General Fund: Assessor's Office 1, 287, Clerk's Office 593, Treasurers Office 464, Surveyors Office 87, Veteran' s Service Office 243, General Government 475,000 Court Facilities 264, 100 Emergency Management 191, Forestry 1, 039, Community Development/Planning 743, Board of County Nondepartmental: Commissioners 542, Interfund Transfers 4, 130,600 Contingency 4, 001, 900 Total General Fund 14, 062, Public Safety Fund Sheriffs Office 3, 981, District Attorney's Office 2, 028, Juvenile Justice 1, 659, Nondepartmental: Interfund Transfers 901, 700 Contingency 1, 717,400 Total Public Safety Fund 10, 289, Public Works Fund: Public Works 5, 966, Interfund Transfers 3, 875, 800 Contingency 1, 554,200 Total Public Works Fund 11, 396, Appropriation Resolution Budget Page 1 of 6 Pages

10 13 - Community Corrections Fund: Community Corrections 4,034, Interfund Transfers 730, 200 Contingency 709, 700 Total Community Corrections Fund 5,474, Jail & Detention Fund Sheriff- Adult Jail 6,853, Juvenile Justice- Detention 969, Nondepartmental: Interfund Transfers 687,800 Contingency 49,700 Total Jail & Detention Fund 8, 560, Mental Health Fund: Mental Health 6, 938, Interfund Transfers 82, 300 Debt Service 22, 000 Contingency 655,000 Total Mental Health Fund 7, 698, Internal Service Funds: 40- Administrative Internal Service Fund Finance 668, Information Technology 1, 049, Geographical Information Systems 136, Human Resources 417, Legal Counsel 519, Law Library 130, Property Management 88, Nondepartmental: Debt Service 40, 000 Interfund Transfers 453, 000 Contingency 518, 000 Fund Total 4,018, County Buildings and Fleet Fund Building Operations and Maintenance 2,266, County Fleet 685, Nondepartmental: Interfund Transfers 430,800 Contingency 467,700 Fund Total 3,851, Total Internal Service Funds 7, 869, Special Revenue Funds: 14- Public Health Fund Public Health 2, 327, Interfund Transfers 250,400 Contingency 313,600 Fund Total 2, 891, Appropriation Resolution Budget 2 Page 2 of 6 Pages

11 Special Revenue Funds - Continued: 16- Grant Projects Fund Economic Development 395, 500 Title III- SRS 615, 000 Community Development Block Grant( CDBG) 850, 000 Interfund Transfers 247, 500 Contingency 88, 000 Fund Total 2, 196, Building and Safety Fund Building Safety 766, Interfund Transfers 76, 700 Contingency 531, 300 Fund Total 1, 374, Court Security Fund Court Security 70,000 Contingency 5,000 Fund Total 75, Fairgrounds Fund Fairgrounds 663, Interfund Transfers 94, 100 Contingency Fund Total 758, Parks Fund Parks 1, 273, Interfund Transfers 127, 300 Contingency 182, 500 Fund Total 1, 583, Transit Fund Transit 3, 486, Interfund Transfers 1, 008, 500 Contingency 88, 300 Fund Total 4, 583, Animal Shelter& Control Fund Animal Shelter& Control 801, Interfund Transfers 100, 100 Contingency 490,800 Fund Total 1, 392, County Clerk Records Fund County Clerk Records 31, 000 Interfund Transfers 12, 100 Contingency 8, 900 Fund Total 52, Distict Attorney Forfeiture Fund DA Forfeiture 1, 000 Interfund Transfers 137, 000 Contingency Fund Total 138, 000 Appropriation Resolution Budget 3 Page 3 of 6 Pages

12 Special Revenue Funds - Continued: 32- District Attorney Special Programs Fund DA Special Programs 10,900 Interfund Transfers 88, 100 Contingency Fund Total 99, Juvenile Justice Special Programs Fund Juvenile Justice Special Programs 165, Interfund Transfers 16, 600 Contingency 2, 700 Fund Total 185, Public Land Corner Preservation Fund Public Land Corner 154, Interfund Transfers 15,400 Contingency 17,200 Fund Total 187, Public Works Special Programs Fund North Valley Industrial Park 57,000 Solid Waste 71, 000 Interfund Transfers 36,400 Contingency 125,600 Fund Total 290,000 Total Special Revenue Funds 15, 803, Enterprise Funds: 50- Jail Commissary Fund Jail Commissary 80,400 Interfund Transfers 150,000 Contingency 72, 600 Fund Total 303,000 51/ 52- Airports Fund Grants Pass Airport 3, 509, Illinois Valley Airport 1, 075, Interfund Transfers 59, 100 Contingency 53, 500 Fund Total 4,698, Total Enterprise Funds 5, 001, Debt Service Funds: 60- Adult Jail Facility Debt Service Fund Debt Service 1, 050, 000 Fund Total 1, 050, PERS Bond Debt Service Fund Debt Service 1, 348, 000 Fund Total 1, 348, 000 Total Debt Service Funds 2, 398,000 Appropriation Resolution Budget 4 Page 4 of 6 Pages

13 Expendable and Non- Expendable Trust Funds: 71 - County School Trust Fund Intergovernmental Payments 50, 000 Fund Total 50, Human Service Programs Trust Fund Human Service Programs 42, 000 Fund Total 42, Library Programs Trust Fund Library Programs 567, 000 Contingency Fund Total 567, PEG Access Fund PEG Access 10,000 Contingency 32,000 Fund Total 42, Sheriff Forfeiture Fund Sheriff Forfeiture 5,000 Contingency 22, 000 Fund Total 27, Sheriff Programs Trust Fund Sheriff Special Programs 67, 500 Contingency 9, 500 Fund Total 77,000 Total Expendable and Non- Expendable Trust Funds 805,000 Reserve Funds: 42- Insurance Reserve Fund Insurance 930,800 Interfund Transfers 38, 200 Contingency 72, 000 Fund Total 1, 041, Payroll Liability Reserve Fund Payroll Liability 500, 000 Contingency 100, 000 Fund Total 600, Roads and Bridges Reserve Fund Road and Bridge Reserve Capital Program 3,204, 700 Contingency 2,484,300 Fund Total 5,689, Property Reserve Fund Property Reserve Capital Program 1, 515, 100 Debt Service 76, 000 Interfund Transfers Contingency 443, 900 Fund Total 2,035, 000 Appropriation Resolution Budget 5 Page 5 of 6 Pages

14 Reserve Funds (continued): 48- Equipment Reserve Fund Equipment Reserve Capital Program 1, 739,000 Contingency 1, 159,000 Fund Total 2, 898, Forest Reserve Fund Property Reserve Capital Program 110,000 Interfund Transfers 600,000 Contingency 825, 000 Fund Total 1, 535,000 Total Reserve Funds 13, 798,000 TOTAL APPROPRIATIONS 103, 153, Unappropriated Ending Fund Balances: PERS Bond Debt Service Fund 1, 108, 000 Total Unappropriated Ending Fund Balances 1, 108,000 GRAND TOTAL ALL FUNDS 104,261, DONE AND DATED this 21st day of June, 2017 JOSEPHINE COUNTY BOARD OF COMMISSIONERS 6G4,4,: m,-- : / Si. Hare, Chair Lily N. Mori ice-chair 411 tadi Daniel E. DeYoung, Co issione Note: Ending Fund Balances are shown for illustrative purposes only. The balances are not intended to be spent and are therefore not appropriated by law. Appropriation Resolution Budget 6 Page 6 of 6 Pages

15 BEFORE THE BOARD OF COMMISSIONERS FOR JOSEPHINE COUNTY STATE OF OREGON- PROPERTYRE TAX RESOLUTION In the Matter of Levying Ad Valorem ) Property Tax Rates, Local Option Levy ) RESOLUTION NO Taxes and Bond Levies for Josephine ) County, Oregonfor Fiscal Year WHEREAS, on June 215`, 2017, the Board of County Commissioners, after a duly noticed public hearing, adopted a budget for Josephine County, Oregon, for the Fiscal Year beginning July 1, 2017 and ending June 30, 2018, and, WHEREAS, on June 21St, 2017, the Board of County Commissioners enacted Resolution Number adopting said budget for Josephine County, Oregon, for the Fiscal Year beginning July 1, 2017 and ending June 30, 2018 and the budget required an ad valorem property tax rate on all property in Josephine County. The General Government operations will require a levy in the amount of$ per thousand of assessed valuation and an Adult Jail Facility Bond Levy in the amount of$ 1, 050,000 and set the local option levy for property taxes of$0. 08 cents per thousand of assessed valuation for Animal Shelter and Animal Control operations and$ cents per thousand ofassessed valuation for Adult Jail and Juvenile Detention operations. NOW, THEREFORE, BE IT RESOLVED that the tax rates and bond levy amount, categorized below, for Josephine County be levied on all taxable property in Josephine County for the tax year The tax rates and bond levy amounts are as follows: General Government Excluded From Limitation Limitation Permanent Tax Rate Levy /$ 1, 000 Adult Jail Facility Bond Levy 1, 050, 000 Animal Shelter/ Control Local Option Levy /$ 1, 000 Adult Jail/ Juvenile Detention Local Option Levy /$ 1, 000 Totals /$ 1, 000 1, 050, 000 DONE AND DATED this 21st day of June JOSEPHINE COUNTY BOARD OF COUNTY COMMISSIONERS 1 T.- 7 C Simon G. Hare, Chair z y N. Mor.? Vice Chair Daniel E. DeYoung, Coi' issione 7

16 FORM LB-1 NOTICE OF BUDGET HEARING A public meeting of the Josephine County Board of Commissioners will be held on June 21st, 2017 at 9:00 a.m. in the Anne G. Basker Auditorium, 600 N.W. Sixth St, Grants Pass, Oregon. The purpose of this meeting is to discuss the budget for the fiscal year beginning July 1, 2017 as approved by the Josephine County Budget Committee. A summary of the budget is presented below. A copy of the budget may be inspected or obtained at Josephine County Board of Commissioner's Office, Room 154, Josephine County Courthouse, between the hours of 8:00 a.m. and 4:00 p.m. (closed 12pm to 1pm). It is also available on the County's website, This budget is for an annual budget period. This budget was prepared on a basis of accounting that is the same as used the preceding year. Josephine County Board of County Commissioners Telephone: bcc@co.josephine.or.us FINANCIAL SUMMARY - RESOURCES TOTAL OF ALL FUNDS Actual Amounts Adopted Budget Approved Budget This Year Next Year Beginning Fund Balance/Net Working Capital 28,430,165 27,955,200 24,123,600 Fees, Licenses, Permits, Fines, & Other Service Charges 14,322,084 13,571,900 15,182,500 Federal, State & All Other Grants, Gifts, Allocations & Donations 32,551,716 29,647,500 36,364,900 Revenue from Bonds and Other Debt 20,962 11,000 10,000 Interfund Transfers / Internal Service Reimbursements 11,172,555 14,522,500 15,092,700 All Other Resources Except Property Taxes 1,013, , ,200 Property Taxes Estimated to be Received - Current Year 5,594,892 5,526,000 12,997,100 Total Resources 93,106,126 91,769, ,232,000 FINANCIAL SUMMARY - REQUIREMENTS BY OBJECT CLASSIFICATION Personnel Services 25,543,068 27,992,700 32,884,900 Materials and Services 20,291,879 22,597,500 25,736,600 Capital Outlay 3,934,746 8,021,100 10,305,800 Debt Service 2,337,236 2,430,500 2,536,000 Interfund Transfers 9,768,627 11,296,700 14,346,100 Contingencies 0 17,668,500 16,012,200 Special Payments 303, ,000 50,000 Unappropriated Ending Balance and Reserved for Future Expenditure 30,927,239 1,407,700 2,360,400 Total Requirements 93,106,126 91,769, ,232,000 FINANCIAL SUMMARY - REQUIREMENTS BY ORGANIZATIONAL UNIT OR PROGRAM * Name of Organizational Unit or Program Total Requirements for each Organizational Unit or Program FTE for that unit or program Full Time Equivalent Employees for each organizational unit or program General Fund - County Assessor 1,105,718 1,263,000 1,287,000 FTE General Fund - County Clerk 467, , ,000 FTE General Fund - County Treasurer 437, , ,000 FTE General Fund - County Surveyor 64,565 80,000 87,000 FTE General Fund - Veterans Service 213, , ,000 FTE General Fund - General Government No FTE 613, , ,000 General Fund - Court Facilities No FTE 245, , ,100 General Fund - Emergency Management 143, , ,000 FTE General Fund - Forestry 833, ,000 1,039,000 FTE General Fund - Community Development -Planning 549, , ,000 FTE General Fund - Board of County Commissioners ,000 FTE General Fund - Non-Departmental No FTE 8,533,883 7,539,000 8,135,900 Public Safety - Sheriff 7,295,135 7,882,400 4,206,900 FTE Public Safety - District Attorney 1,938,475 2,150,200 2,034,300 FTE Public Safety - Juvenile Justice 1,002,688 1,034,000 1,718,200 FTE Public Safety Fund - Non-Departmental No FTE 6,858,724 3,066,400 2,329,600 Public Works Fund 10,114,367 9,058,000 11,396,000 FTE Community Corrections Fund 5,920,982 5,869,000 5,474,000 FTE Mental Health Fund 7,669,132 6,236,000 7,698,000 FTE Jail & Detention - Sheriff Adult Jail 0 0 6,855,500 FTE Jail & Detention - Juvenile Detention 0 0 1,029,000 FTE Jail & Detention Fund - Non-Departmental No FTE ,500 Internal Service Fund - Board of County Commissioners 521, ,000 0 FTE Internal Service Fund - Finance 538, , ,000 FTE Internal Service Fund - Human Resources 296, , ,000 FTE Internal Service Fund - Information Technology 841, ,000 1,049,000 FTE

17 Internal Service Fund - Geographic Information Systems 157, , ,000 FTE Internal Service Fund - Communications 217, FTE Internal Service Fund - Property Management 36,861 84,000 88,000 FTE Internal Service Fund - Legal Counsel 462, , ,000 FTE Internal Service Fund - Law Library 135, , ,000 FTE Internal Service Fund - Non Departmental No FTE 1,010,542 1,169,000 1,011,000 County Buildings & Fleet Fund - Building Operations & Maint. 1,814,736 2,082,300 2,266,800 FTE County Buildings & Fleet Fund - County Fleet 651, , ,700 FTE County Buildings & Fleet Fund - Non Departmental No FTE 919, , ,500 Public Health Fund 3,896,635 4,257,000 4,282,000 FTE Grant Projects Fund No FTE 2,766,188 1,789,000 2,196,000 Building and Safety Fund 1,416,641 1,207,000 1,374,000 FTE Commission on Children and Families Fund No FTE 12, Court Security Fund No FTE 81,428 75,000 75,000 Fairgrounds Fund 753, , ,000 FTE Parks Fund 1,403,337 1,309,000 1,583,000 FTE Transit Fund 2,608,691 4,527,000 4,583,000 FTE County Clerk Records Fund No FTE 50,734 54,000 52,000 DA Forfeiture Fund No FTE 135, , ,000 DA Special Programs Fund 160, ,000 99,000 FTE Juvenile Justice Special Programs Fund 179, , ,000 FTE Public Land Corner Preservation Fund 185, , ,000 FTE Public Works Special Programs Fund No FTE 421, , ,000 County Bridge Construction Fund No FTE 140, Jail Commissary Fund No FTE 111, , ,000 Airports Fund 1,129,616 2,847,000 4,698,000 FTE Adult Jail Facility Fund - Debt Service No FTE 1,166,114 1,099,000 1,050,000 PERS Bond Debt Service Fund No FTE 2,137,954 2,233,000 2,456,000 County School Trust Fund No FTE 303, ,000 50,000 Human Service Programs Trust Fund No FTE 124, ,300 42,000 Library Programs Trust Fund No FTE 602, , ,000 PEG Access Fund No FTE 33,893 23,000 42,000 Sheriff Forfeiture Fund No FTE 38,623 20,000 27,000 Sheriff Programs Trust Fund No FTE 70,394 60,000 77,000 Insurance Reserve Fund No FTE 1,501,836 1,387,000 1,041,000 Payroll Liability Reserve Fund No FTE 420, , ,000 Roads and Bridges Reserve Fund No FTE 3,820,058 4,829,000 5,689,000 Property Reserve Fund No FTE 3,237,741 3,734,000 2,035,000 Equipment Reserve Fund No FTE 2,581,772 3,265,000 2,895,000 Forestry Reserve Fund No FTE 0 0 1,535,000 Total Requirements 93,106,126 91,769, ,232,000 Total FTE STATEMENT OF CHANGES IN ACTIVITIES and SOURCES OF FINANCING * Overall the proposed budget shows an increase of approximately 14% from FY , or $12.46 million. And includes a proposed increase of full-time equivalent positions of forty-two and one half (42.50). The Public Safety Fund is a 27% decrease, or $3.8 million, due to reduction of O&C/SRS Federal Forest revenue and moving Jail program to new Jail & Detention Fund. Voters approved a new Jail & Juvenile Detention levy for.93 cents per/$1,000 assessed value in May This increased the budget by $8.56 million. Public Works increased 26% due to sending capital reserve funds for unanticipated major repairs after the Jan 2017 snow event. DA Special Programs Fund shows a 27% decrease due to the reduction of Child Support Enforcement Program since it is run by the State as of April The Property Reserve Fund had a 46% reduction due to removal of Forestry Reserve monies from Douglas Complex Fire into its own fund. The new Forest Reserve Fund was created for the purpose of reforestration and juvenile justice needs. This first year will assist the Juvenile Shelter to re-open. The County School Trust Fund shows an 86% decrease due to SRS Federal Funding reduction that annually passed $330,000 to county schools will now be less than $50,000. The Human Services Trust Fund is a 45% decrease due to closure of the William McKenzie Trust. This compares adopted FY16-17 budget with the FY17-18 budget as approved by the Budget Committee. Josephine County requires the majority of County programs be self sustaining through fees, grants, state contracts, gas tax dollars, and other revenue sources that DO NOT rely on property taxes or General Fund support. Monies that for dedicated purposes are required to be shown as own funds in the budget. PROPERTY TAX LEVIES Rate or Amount Approved Rate or Amount Approved Rate or Amount Approved Permanent Rate Levy (rate limit _$ per $1000_ ) $ $ $ Local Option Levy -(Animal Shelter/Control) $0.08 $0.08 $0.08 Local Option Levy -(Adult Jail & Juvenile Detention) $0.00 $0.00 $0.93 Levy For Bonded Debt or Obligations $1,020,000 $1,000,000 $1,050,000 LONG TERM DEBT General Obligation Bonds Other Bonds - Adult Jail Bond Other Bonds - PERS Bond Other Borrowings - Mental Health Hugo House, Dimmick Loan Total STATEMENT OF INDEBTEDNESS Estimated Debt Outstanding Estimated Debt Authorized, But on July 1. Not Incurred on July 1 $0 $1,000,000 $8,323,172 $1,098,154 $10,421,326 9

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19 PROGRAM Assessment & Tax Community Corrections Public Health District Attorney Juvenile Justice Expenditures Total Expenditures JOSEPHINE COUNTY 5520 Program Report (SB 916) Revenue General Resources Other Funds Lottery Funds State Funds Direct Federal Funds ADOPTED BUDGET ,751,000 1,313, ,000-1,751,000 ADOPTED BUDGET ,723,000 1,306, ,600-1,723,000 ACTUAL ,543,069 1,196, ,329-1,543,069 ACTUAL ,499,640 1,144, ,744-1,499,640 ACTUAL ,422,553 1,083, ,159-1,422,553 ACTUAL ,539,934 1,138, ,403-1,539,934 ADOPTED BUDGET ,764,300-1,008,000-3,756,300-4,764,300 ADOPTED BUDGET ,912,200-1,180,700-3,731,500-4,912,200 ACTUAL ,720, ,544-4,220,257-4,720,801 ACTUAL ,812, ,857-2,956,663-3,812,520 ACTUAL ,997, ,433-3,259,134-3,997,567 ACTUAL ,227, ,566-2,353,002 15,294 3,227,862 ADOPTED BUDGET ,577, , , , ,100 2,577,400 Does NOT include Animal ADOPTED BUDGET ,575, ,000 1,789, , ,200 3,575,400 includes Animal ACTUAL ,545, ,000 2,074, , ,851 3,545,876 includes Animal ACTUAL ,367, ,000 1,033, , ,500 2,367,762 includes Animal ACTUAL ,290, , ,969-1,086,414 59,534 2,290,917 includes Animal ACTUAL ,443, ,300 1,003,087-1,030,423 28,149 2,443,959 includes Animal ADOPTED BUDGET ,028,800 1,303, , ,700-2,028,800 ADOPTED BUDGET ,150,200 1,302, , ,900-2,150,200 ACTUAL ,117,923 1,371, , , ,448 2,117,923 ACTUAL ,930,973 1,150, , , ,671 1,930,973 ACTUAL ,953,063 1,067, , , ,523 1,953,063 ACTUAL ,716, , , , ,445 1,716,895 ADOPTED BUDGET ,747,200 1,674, , ,600 35,000 2,747,200 ADOPTED BUDGET ,034, ,100 31, ,500-1,034,000 ACTUAL ,002, ,849 24, ,490 31,416 1,002,688 ACTUAL ,064, , ,181-1,064,992 ACTUAL , , ,468 14, ,283 ACTUAL , , ,306 2, ,046 Total 11

20 PROGRAM Sheriff (includes Jail) Mental Health Veterans Economic Development Roads & Bridges (Public Works) Expenditures Total Expenditures JOSEPHINE COUNTY 5520 Program Report (SB 916) Revenue General Resources Other Funds Lottery Funds State Funds Direct Federal Funds ADOPTED BUDGET ,837,300 8,603,600 1,574, ,400-10,837,300 ADOPTED BUDGET ,882,400 4,781,300 2,421, ,000 9,600 7,882,400 ACTUAL ,365,782 4,183,721 2,315, ,505 86,069 7,365,782 ACTUAL ,089,311 4,324,884 2,100, ,500 24,000 7,089,311 ACTUAL ,460,368 3,689,677 1,987, , ,002 6,460,368 ACTUAL ,601,872 3,478,301 1,539, , ,021 5,601,872 (contract over 90% to Non-Profit) ADOPTED BUDGET ,043, ,500-6,936,500-7,043,000 ADOPTED BUDGET ,061, ,900-5,900,500-6,061,400 ACTUAL ,977, ,977,469-6,977,469 ACTUAL ,566, ,566,216-5,566,216 ACTUAL ,384,307-29,979-5,354,328-5,384,307 ACTUAL ,719, ,948-4,507,965-4,719,913 ADOPTED BUDGET , ,700 2,100-73, ,000 ADOPTED BUDGET , ,000 4,000-65, ,000 ACTUAL , ,057 6,712-73, ,950 ACTUAL , , , ,494 ACTUAL ,296 2,100 27, , ,296 ACTUAL ,630 66,383 15,700-57, ,630 ADOPTED BUDGET ,000-8, , ,000 ADOPTED BUDGET ,500-3, , ,500 ACTUAL ,866-3, , ,866 ACTUAL ,377-2, , ,377 ACTUAL ,135-2, , ,135 ACTUAL ,628-2, , ,628 ADOPTED BUDGET ,841,800-1,219,700-8,557,100 65,000 9,841,800 ADOPTED BUDGET ,761,000-7,252, ,000 51,000 7,761,000 ACTUAL ,058, ,058,669-6,058,669 ACTUAL ,142,313-7,654, ,621 1,032,596 9,142,313 ACTUAL ,499,548-5,835, ,506 1,045,661 7,499,548 ACTUAL ,076,878-5,533, ,606 1,064,258 7,076,878 Total 12

21 Introduction 13

22 Josephine County, Oregon Finance Office 500 NW 6 th Street Dept 4 / Grants Pass OR (541) / FAX (541) / TTY (800) Josephine County Budget Message Fiscal Year May 2, 2017 To the Citizens of Josephine County and Budget Committee Members: I am pleased to present the Proposed Budget for fiscal year for Josephine County. All budgets are in balance as required by Oregon Budget Law, which means that the budgeted requirements (expenditures and ending fund balance) are equal to the estimated resources (beginning fund balance and revenues) available during the budget year. This is the first meeting of the Budget Committee for the budget and this is the beginning of the public process for reviewing the Proposed Budget. As the elected Governing Body, the Board of County Commissioners is responsible for establishing budget goals and directives, in addition to actually producing the Proposed Budget. As the appointed Budget Committee, you are responsible for reviewing the Proposed Budget using the goals and directives set by the Governing Body, as well as receiving public comment at least once during the Budget Committee meetings. The Budget Document The Proposed Budget meets all the requirements of Oregon Budget Law, and incorporates many of the best practices in budget presentation recommended by the Government Finance Officers Association (GFOA) of the United States and Canada. In fact, the GFOA has given the Distinguished Budget Presentation Award to Josephine County for five years in a row. This award is the highest form of recognition in governmental budgeting and shows that our budget document reflects nationally recognized guidelines for effective budget presentation. It also recognizes our open and accountable budget process, as well as our commitment to provide an accessible budget document to the citizens of Josephine County. In the Proposed Budget, each fund has a summary Resource and Requirements page, followed by sections for each department within the fund. Each department displays a graph of expenditures for the proposed budget, the current year adopted budget, and the previous three years actual expenditures. The associated chart provides the same information in numerical values. Following the graph and chart is a brief narrative of the purpose of the program, including budget goals and program accomplishments. Proposed Budget Goals and Directives On February 22, 2017, the Board of County Commissioners approved their budget goals, providing department mangers general oversight and direction the big picture rather than line items at the individual program level. Each department manager has included in their budget how their programs meet the following goals set by the Board: 1. Improve community outreach and communication to the public by increasing efficiencies within County departments and providing enhanced service to citizens. 2. Develop a sustainable plan for all mandated and essential County government programs. 3. Provide access to County services to the citizens of Josephine County in a transparent, open, and professional manner. The Board of County Commissioners also provided several directives in preparing department budgets. Main directives are: 1. Budget only for mandated and/or self-supporting programs. 2. Budget at current service levels. 3. Address County goals and clearly define program purpose and expected outcomes. Proposed Budget Development Josephine County requires the majority of County programs to be self-sustaining through fees, grants, state contracts, and other non-general fund property tax sources. Over 85% of all county revenue is restricted funding and not available for general programs. 14

23 General Fund The Board directed the departments in the general fund to budget only for current mandated service levels unless the activity is funded by grants or outside revenues. The eight (8) programs in the general fund are Assessor, Clerk, Treasurer, Surveyor, Veterans Services, Emergency Services, Forestry, and Community Development. The general fund also accounts for General Government and Court Facilities costs. The proposed general fund budget for totals $13,710,000. Of that $13 million, we are spending approximately $2.5 million on department support. That represents a slight increase from last year of $79,900. In contrast, we are providing $4.5 million to the Public Safety fund ($2M shared receipts and $2.5M general fund transfer). Summary of Funds In the Proposed Budget Book Financial Summaries Section page 15, you will find a Summary Comparison of Budgets that compares last year to this year. The total budget for FY for all funds is $93,818,600 a 4% increase over the prior year. The total direct expenses for payroll, supplies, and capital (excluding internal transfers and ending fund balance) increased $2.6 million (which is 4%). Please note that all major increases occur in funds that have dedicated revenues they do not receive general fund or property tax revenue. a. $544,300 increase in Public Works fund $143,000 payroll and $389,000 road maintenance; b. $977,800 increase in Mental Health fund pass-thru grants for Mental Health and Drug & Alcohol program; c. $939,500 increase in Grants Project fund pass-thru CDBG Grant for Food and Friends Building; d. $1.9 million increase in Airports fund state and federal grant funding for Airport improvements (see Sch F); e. $1.2 million increase in Roads & Bridges fund road repair/construction and bridge repair/construction (see Sch F). We also have two funds with significant decreases, as follows: f. $2.2 million decrease in Public Safety fund due to loss of federal O&C/SRS timber revenue; g. $985,000 decrease in Property Reserve fund due to fewer projects in current year. Significant Changes to County Programs Public Safety Fund The Public Safety Fund budget is reduced approximately $2.2 million (or 20%) from prior year due to the discontinuation of federal O&C/SRS timber revenue. This reduction required the Sheriff to lay off 17 staff and the DA to lay off nine staff in the budget. We have a levy on the May 16 ballot that would offset those layoffs. We will get more information from the DA later on in this meeting and we will hear from the Sheriff at the next meeting. Public Works Fund Public Works received $51,000 in forest receipts this year, compared to $2 million in Public Works budget has been declining over several years. You will receive more information when we hear from Public Works at the next meeting. Animal Protection and Regulation The Animal Shelter includes budgeted revenue of $541,900 from a local option levy of.08c/$1,000, which is about 40% of current operating revenues. However, that levy is on the May 16, 2017 ballot to be renewed. We can anticipate a significant budget impact if the levy is not renewed. On a positive note, Moody s Investors Services recently upgraded the county bond rating to A1, up from A2. In the Moody s report, they state that this upgrade was due to the County s budgeting practices and progress toward adequate fund balances, cash balances, and the ratio of debt to revenue. Conclusion We are facing challenges, especially in Law Enforcement, but service reductions and other strategic efforts have been implemented that will allow the County to continue to operate within a balanced budget. In the Proposed Budget Book Introduction Section page 10 and 11, you will find a list of efforts made by the County in response to our budget constraints. I look forward to reviewing the proposed budget with you and wish to thank the many individuals in the various departments who are responsible for preparing this budget. Special thanks go to Chris Carlson, Budget Analyst in the Finance Office, who spent many hours ensuring that this budget document meets the collective requirements of the County, of Oregon Budget Law, and the best practice recommendations of the Government Finance Officers Association. We record these budget meetings and make them available on-line afterward. The Budget Book and some associated budget information is available on the county website at In addition, a printed version of the Budget Book is available for review at the Library and at the Board of County Commissioner s office, as required by Oregon Budget Law. Respectfully submitted, Arthur O Hare Finance Director & Budget Officer 15

24 Josephine County Budget Process Oregon Budget Law & County Process Appoint Budget Officer Establish Calendar Budget Directives Departments develop Proposed Budget Finance consolidates into Funds Departments meet with BCC Liaisons/CFO Meetings with BCC (open to Public) Present balanced budget to Budget Committee Budget Committee meets in public session Publish approved Budget Committee Budget Budget Calendar March 24, Friday: Completed Budgets to Finance March 27, Week of: BCC review with Finance and Individual Dept. May 2, 11, 18, 30: Budget Committee Meeting, 4 to 6pm (Others meetings may be added or removed at first meeting) June 21st, Wednesday: Hold Budget Hearing June 21st, Wednesday: Adopt & Certify Tax By July 15 th, Done June 27th: LB 50 Property Tax Form to County Assessor Hold Public Hearing and Adopt budget with appropriation resolution Certify Tax 16

25 Josephine Approved Budget Goals 1) Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. 2) Develop a sustainable plan for all mandated and essential County government programs. 3) Provide access to County services to the citizens of Josephine County in a transparent, open and efficient manner. *Departments are to explain in their budget submissions how their budget(s) meet these goals. The County Process Budget Overview Josephine County uses zero based budgeting. Zero Based Budgeting is: A departure from the traditional budgeting model of using last year as a base, adding inflation, and then cutting the result to balance the budget. It s an approach to planning and decision making where each line item is reviewed and approved using current funding resources. It involves a fresh start approach to showing each program and what its costs are to run that program at a certain level for the next year. A tool for elected officials to set the direction of the County and identify wasteful expenditures and can be used for suggesting alternative course of actions. Budget Overview Funds grouped by CAFR Designation Operational funds General Fund (Assessor, Treasurer, Clerk, Surveyor, Veterans, Emergency Mngt, Community Development/Planning, Forestry) Public Safety Fund (Sheriff, District Attorney, Juvenile Justice) Public Works Fund 17

26 Reserve funds Property (land and buildings) Special Revenue funds Fairgrounds Parks Fund Structure Equipment (capital) Roads & Bridges (PW) Building Safety Multiple Revenues, transfers, & ISF Indirect charges at Fund level vs. Dept level Expenditures (example) Fund ex: Public Safety (12) Department ex: Office of Sheriff (29xx) Program ex: Adult Jail (2965) GL Code ex: Operating Supplies (43015) Internal Service Funds: Indirect Fixed Costs at Fund Level Direct Fixed Costs shown as internal vendors and expensed directly to departments (Building O&M, Fleet, and Insurance) ISF Departments Board of County Commissioners Finance GIS Human Resources Information Technology (& Communications) Legal Property Management Internal Vendors Building Operations & Maintenance County Fleet Insurance ISF Methodology Step 1 Calculate ISF amount by taking ISF Budgets less revenue offsets. BCC sets ISF rate as percentage (currently 7.5% after levy approval). 18

27 Step 2 Allocate ISF amount proportionally to Operating Funds based on Personal Service and Materials and Service budget (excluding Capital and pass through payments). Internal Vendors (Cost Methodology) BOM all costs based on square footage (currently.65 cents/sq. ft.): Utilities Repairs & Maintenance Custodial Landscaping Depreciation (currently 2.5 cents) County Fleet Operation & Maintenance rate based (Gas is actual cost) Purchase/Replacement rate based Budget Directives/Guidelines Based on Local Budget Law and Zero Based Budgeting Budgets for FY to be based on FY current service level Revenue projections must be proven and documented Expenditures Department level (Departments: Offices, Divisions, Programs) Reported at Service Levels Mandatory and/or self supporting Narratives describing program and relation to County goals Funds supported by dedicated and/or outside sources need to balance revenues with expenditures Personal Services Budget prepared by Finance to estimate costs Based on current payroll (February 2017) Allocate at Department level Vacant and/or new positions require justification paper 19

28 Capital Outlay Limited to $5,000 or above, requires justification paper 5 Year Projection (County Charter requirement) Expensed to related Reserve Fund (may require transfer from operating) Transfers between Funds (at fund level) Debt Service (at fund level) Budget Directives/Guidelines (additional 201 Specific) Transfer to Public Safety from General Funds in the amount of $2.5 million dollars. No approved Levy budget to be submitted. Public Safety Fund budgets and requirements should be based on discretionary monies plus dedicated revenues. Internal Service Funds are to maintain rates based on budget. Budget Changes after Adoption Josephine County follows Oregon Budget Law processes regarding changes to the adopted budget. When the budget was adopted by the governing body (BCC); it set the legal expenditure limitations by appropriation. These limitations are detailed in the appropriation resolution. Appropriations may be increased or decreased, transferred from one appropriation category to another, or new appropriation categories created. The method used to amend the budget is determined by the budgetary change needed. If the change involves a new fund or a new appropriation category, a supplemental budget is usually required. The governing body may adopt a supplemental budget at a regular public meeting if prior notice is given and the expenditures in the supplemental budget are 10 percent or less than of the budget fund being adjusted. If 20

29 the expenditures are more, the governing body must publish the supplemental budget and hold a special hearing. If the change is a transfer of appropriation authority (and the corresponding resources) from one fund to another, or within the same fund, then a resolution transfer is allowed. A resolution may be adopted by the governing body and noticed to public similar to regular board meetings. In some cases (like Bond proceeds), the change falls within an exception to the Local Budget Law and the governing body may appropriate expenditures with no budget amendment required. More information on the detailed process of a supplemental budget, resolution amending the budget and budget amendment exceptions can be found in the Oregon Department of Revenue Local Budgeting Manual on their website at 21

30 Timber Harvest Revenue & National Forests History Timber Harvest Revenue to Counties goes back more than a century. In 1893, President Harrison created Forest Reserves which were expanded by President Cleveland in In 1908, President Theodore Roosevelt created the National Forests. Also in 1908, President Roosevelt signed an agreement that recognized the fiscal constraint to counties by lack of taxation on federally claimed land & enacted federal payments to counties & a share of timber harvests from these lands. The revenue from National Forest harvesting supported county road funds & eventually also school funds. However, between 1970 & 1993, policies changed. In 1976, the National Forest Management Act was passed. In the 1990 s, the cutting of old growth trees conflicted with the Clean Water Act, the National Environmental Policy Act & the Endangered Species Act. In 1990, the Spotted Owl was added to the endangered species list & it sharply decreased the ability to harvest timber from National Forests, decreasing the revenue to counties. From 1993 to present, timber harvests continue to decrease. Beginning in 1993 Congress recognized that revenues were declining & devised a payments program not based on harvest. This plan was expressed first as the Omnibus Reconciliation Act of 1993 (OBRA), providing an alternative annual safety net payment which was replaced by the Secure Rural Schools & Community Self Determination Act of 2000 (SRS). A one year extension of the SRS expired in September 2007 & had not been renewed by Congress despite efforts by the Oregon delegation & others by July 1, History since the end of SRS: October 3, 2008: Congress passed the Emergency Economic Stabilization Act (Bailout) & the President Bush signed the four year continuation & phase out of the payments. This had a four year payment reduction with the final year being 40% of the original payments of 5 million down from 11 million in Recent History since the end of Bailout: 2012: The Transportation Act, signed by President Obama, included a one time payment to but only a percent of the final 40% payment was paid, or roughly $4.7 million. 2013: O&C was approved under HR 527 Helium Stewardship Act & one more payment of roughly $4.9 million paid in April : the SRS Act was reauthorized by section 524 of PL to cover fiscal year 2014 & 2015 but paid in June 2015 of $4.79 million & $4.2 million in March o During July 2014 to June 2015 the County had no anticipation of funding & SRS funding reverted back to the Shared Receipts law of 1908 of actual timber harvest revenue. The County received $52 thousand for Roads & $2.1 million to Public Safety. Then the SRS Act was passed & the county received an additional $981 thousand for Roads & $2.6 million for public safety. The second year payment was received in lump total & not shared receipts. 2016: The County received $2.3 million in March 2017 for Public Safety; $74.5 thousand for Roads & $24.8 thousand for County Schools. O&C Lands Bureau of Land Management In 1916 the Federal Government reclaimed 2.8 million acres in Oregon that had originally been designated for a railroad. The lands, now known as O&C, are managed by the Bureau of Land Management. In 1926, the Stanfield Act provided that the counties also receive a share of the revenue from the timber harvests occurring on the O&C lands. Timber harvest dramatically decreased on the O&C lands, for the same reasons it has decreased in the National Forests. 22

31 Timber/SRS/O&C Revenue History to Josephine County 23

32 Local Property Tax Revenue Limitations Property taxes are collected by local governments to support schools, roads, police and fire protection, and other services. Oregon s property tax system is uniquely limited by two voter passed constitutional amendments; Measures 5 and 50. A) Measure 5: approved in 1990, created a permanent limitation on property taxes of $10 dollars for general government services, and $5 dollars for education services. If the tax extended exceeds Measure 5 limits then tax compression occurs. Compression means if the local taxes are already $9 dollars for general government and a $2 local option levy passes, the County can only collect an extra $1 dollar even though the voters approved $2 dollars. B) Measure 50: approved in May 1997 (corrected Measure 47 approved 1996) and assigned a permanent rate to each taxing district that cannot be raised without statewide voter approval. For 1997 the assessed value of the property is the real market value or 90% of the 1995 assessed value, whichever is lower. The assessed value of properties can only increase 3% annually. If the property has changed since 1995, increased values are calculated in comparison to the values of similar property that existed in Measure 50 cut the tax rates an average of 11 percent from their levels. The permanent tax rate for Josephine County is $ per $1,000 of assessed value. Because the state calculated that is all the county would need because they received over $11 million annually from SRS federal funding. Unfortunately, this SRS funding ended years after. Josephine County s taxable value is just over $7.2 million and raises roughly $4.25 million. The county adopts a budget with expenditures over $80 million. Illustrating the County receives most its revenues from other sources to operate its programs. Permanent Rates Analysis 2 counties under $1.00 ranges 14 counties between $1.00 & $ counties between $2.51 & $ counties between $3.58 & $ counties between $8.50 & $9.00 *average $2.59 (minus high/lowest 2) Comparable Counties to Josephine based on similar population Benton rate $2.21 Coos rate $1.08 Douglas rate $1.11 Klamath rate $1.73 Linn rate $1.27 Polk rate 1.72 Umatilla rate $2.85 Yamhill rate $2.58 average rate above of $1.82 *and some of these counties have adopted local option levies in addition 24

33 *from the County charged zero taxes to citizens and roughly 30 cents from 1981 to 1994 *Measure 50 tax rate of 59 cents was set & no rate increase has occurred since 1995 (for over 20 years) Josephine County s permanent rate is per $1,000 of assessed value. The money raised by the property taxes pay for the services shown in above graph. The costs of services above net $4.28 million & tax revenue net $4.25 million, requiring the above data to be the closest representation of the expenditures. Remaining paid by fund balance. These figures are based on the Josephine County s Adopted Budget. 25

34 JOSEPHINE COUNTY PUBLIC SAFETY/LIBRARY/ANIMAL ELECTION HISTORY Gray = Yes, Passed Year Cost per $1,000 Intent Result MEASURE 47 PASSED IN NOV 1996 REDUCING PROPERTY TAX May 98 bond $13,940,000 Build a New Adult Jail Facility Bond Levy YES, PASSED (voided by M50) May 98 $ Jail Operation Serial Levy 3 Year ($8,584,017 levy ~.98c) YES, PASSED (voided by M50) MEASURE 50 PASSED MAY 1997 AND STATE REQUIRED ALL MAY LOCAL LEVIES BE PUT BACK TO VOTERS IN NOVEMBER 1998 (MEASURE 50 REPLACED MEASURE 47) Nov 98 bond $13,940,000 Build a New Adult Jail Facility Bond Levy 54% YES, 46% NO Nov 98 $ Jail Operation Serial Levy 3 Year ($8,584,017 levy ~.98c) 47% YES, 53% NO Nov 98 $ Library System Levy 4 Year 63% YES, 37% NO May 00 $ Community Health & Safety Levy 3 Year 39% YES, 61% NO Sep DA Levy $369,675 1 Year 50.4% YES, 49.6% NO Sep Sheriff Levy $1,964,000 1 Year 59% YES, 41% NO Nov 04 $ Jail Operations Levy 4 Year 36% YES, 59% NO Nov 06 $ Josephine County Library District 43% YES, 57% NO May 07 $ Criminal Justice Levy (Sheriff, DA, Juvenile all services) 38% YES, 62% NO Nov 08 $ Law Enforcement District #1, (jail, court, emergency planning, search & rescue, mandated srvc) 40% YES, 60% NO Nov 08 $ Law Enforcement District #2, (rural patrol, investigation, traffic, other police services) 34% YES, 66% NO May 12 $ Criminal Justice Levy (Sheriff, DA, Juvenil all services at reduced level than $2.49 in 2007) 43% YES, 57% NO May 13 $ Law Enforcement Levy (Jail, DA, School Security, Animal Shelter/Control, Juvenile Shelter/Detention, Patrol, SO Civil investigations, evidence, records, court security) 49% YES, 51% NO Last County Commissioner initiated ballot May 14 $ Jail and Youth Services Levy (Jail & Juvenile Detention/Shelter) 47% YES, 53% NO Citizen Initiated (SOS) May 14 $ Animal Shelter/Control Levy 62% YES, 38% NO Citizen Initiated May 15 $ Law Enforcement Funding (Jail, Patrol, Juvenile Detention/ Shelter) 46% YES, 54% NO Citizen Initiated (CUFFS) Nov 16 $ Four Year Deputies, Prosecution, Treatement & Jail Beds Tax 39% YES, 61% NO Citizen Initiated Commissioner May 17 $ Adult Jail & Juvenile Detention Levy 5 Year 52% YES, 47% NO Initiated May 17 $ Animal Shelter/Control Levy 5 Year Renewal 70% YES, 30% NO Commissioner Initiated May 17 $ Library District with permanent rate for Library Services (not operated by County. Noted here to update.) 53% YES, 47% NO Non Profit Initiated WHAT HAS JOSEPHINE COUNTY DONE? FY Reorganization of County management structure 2 Elimination and consolidation of positions and departments, in preparation of O&C reduction. 3 Reduction of non union benefits 4 Reduction of union benefits as bargained 5 Privatized Community Action programs (Transit) FY Programs removed from the General Fund (Public Health, Fair, Parks, etc no GF monies) in Preparation for no O&C Federal Funding. 2 Service Level 1 established: Majority of county programs became self sustaining through fees, grants, other revenue 3 Public Safety Fund established (Sheriff, DA, and Community Justice) 4 O&C monies transferred to Public Safety Fund from General Fund 5 Mental Health Programs privatized 6 Levy defeated for Library District funding of $0.55 cents per $1,000 7 Capital Property & Equipment Reserve Funds established for major repairs/replacement 8 Budget reflected a loss of county staff positions ( FTE is Mental Health) 26

35 FY FY FY FY FY FY FY FY Library closed, General Fund savings 2 Adult Corrections Fund established (moved out of Public Safety) due to Grant Funding 3 Reinstate Community Action (Transit) programs as required by State 4 Levy defeated for Public Safety funding in May 5 Received one year extension of O&C monies for Public Safety 6 Budget Committee allocated 50% of O&C to FY spending & rest carryover for General Fund transferred $4.8 million to Public Safety 8 Reduction of FTE staff in General, Internal Service, BOM and Public Safety Funds 1 Reduced transfer to Public Safety from General Fund to be $3 million 2 Hiring freeze in place February 2008, All new proposed positions require justification of funding 3 Kept rest of county programs at reduced service level 1, levels 4 Regional Hospital Fund closed, transferred to Jefferson Behavioral Health 5 Capital Roads & Bridges Reserve Fund established 6 Law Enforcement Districts on Nov 2008 ballot defeated 7 County refinanced Adult Jail Facility Bond, saving $965,000 1 Approved Jan 2009 Public Safety 3 Year Plan to utilize federal funding over time 2 Of the $10.8 million O&C funding received, budgeted to use $550 thousand 3 Kept rest of county programs at reduced service level 1, levels 4 Assisted Non Profit Library entity to re open Libraries with county matching grant 5 Maintained Reserves for future budget years 1 Continued use of Approved Public Safety Plan to utilize federal funding over time 2 Of the $10.9 million carryover & deposit of $8.7 million, $9 million will be carried over to budget 4 Budgeted to re instate Mental Health if required 5 Kept rest of county programs at reduced service level 1, levels 6 Centralized services maintained FY levels to keep overhead low 7 County reduced costs to departments by implementing Insurance Fund & moving away from Self Insurance 8 Maintained Reserves for future budget years 1 Continued use of Approved Public Safety Plan to utilize federal funding over time 2 Of the $9 million carryover and new deposit of $4.8 million, $2.3 million will be carryovered to budget year 3 This budget reflected a loss of FTE county staff positions 4 County settled with AFSCME to not reinstate Mental Health and sustain programs at non profit agencies 5 Centralized services (ISF) reduced 4 positions 6 Maintained Reserves for future budget years 1 Public Safety Plan utilized final carryover of $3 million for , leaving little for budget 2 Criminal Justice Levy of $1.99 per $1,000 assessed value in May 2012 failed 3 Budget committee approved use of $425,000 federal road dollars to be used for Sheriff Rural Patrol as approved 4 This budget reflected a loss of FTE county staff positions (89.18 FTE are Public Safety Departments) 5 Reduced tranfer from General Fund to Public Safety to be $2 million in order to maintain mandated functions 6 Refinanced County Tax Pension Bonds, saving the county $1 million over life of bond 7 Reduction of non union benefits, COLAs (Cost of Living Adjustment) not given Jan Reduction of union benefits as bargained (unions bargaining are AFSCME, SEIU, Sheriff Assoc) 1 Criminal Justice Levy of $1.48 per $1,000 assessed value in May 2013 failed 2 This budget reflected a loss of FTE county staff positions 3 The County ensured sufficient reserves and was able to maintain status quo for this year 4 The Budget Committee approved transfer increases to Sheriff & District Attorney to fund Jail Beds at 100 and more prosecution. 5 County continues to look for programs that can be consolidated & successfully reorganized Emerg. Mngt 6 County no longer operates horse racing, CCF, CASA programs resulting in savings. 7 Reduction of non union benefits, COLAs (Cost of Living Adjustment) not given Jan Centralized services maintained the same rate as prior year to keep department costs low. 1 Criminal Justice Levy of $1.19 per $1,000 assessed value in May 2014 failed (CITIZEN INITIATED) 2 Animal Shelter & Control Levy of $0.08 cents passed in May 2014 (CITIZEN INITIATED) 3 The County ensured sufficient reserves and was able to maintain status quo for this year 4 The Budget Committee approved transfer increases to Sheriff for increased Patrols to 12 hrs a 5 When bargained, the County has given no pay raises for Cost of Living Adjustments 6 Bargained a Sheriff Asssociation Union contract with zero cost of living raises for the next 3 years 7 Centralized services (ISF) maintained the same rate as prior year to keep department costs low. 27

36 FY FY FY Criminal Justice Levy of $1.40 per $1,000 assessed value in May 2015 failed (CITIZEN INITIATED) 2 The County awarded 2 year extension of SRS funding for Public Safety and continued City of Grants Pass contract for jail beds ensuring no layoffs (Supplemental will be issued to reflect this last minute funding) 3 Reserves established for Assessor/Treasury for a new Assessment and Tax software program 4 Bargained a AFSCME Union contract with zero cost of living raises for the next 3 years 1 Criminal Justice Levy of $1.42 per $1,000 assessed value in Nov 2016 failed (CITIZEN INITIATED) 2 The County is using the final year of SRS Extension to maintain similar services to levels in Public Safety. 1 Adult Jail & Juvenile Detention Levy of $0.93 cents passed in May 2017 (COMMISSIONER INITIATED) 2 Animal Shelter & Control Levy of $0.08 cents passed in May 2017 (COMMISSIONER INITIATED) 3 The County no longer recieves SRS/O&C funding and is receiving Federal Shared Reciepts of actual timber sales on federal land. And still commits 100% to Public Safety. 4 Due to levy passage this budget reflects an increase of FTE county staff positions. 5 Centralized Services (ISF) was able to reduce the rate to departments to 7.5% from 10% due to levy passage. 6 County increased timber sales and the Commissioners approved of plan to use timber sale revenue to increase public safety. The budgeted plan is to re open the Juvenile Shelter side of the Shelter & Detention Facility without using tax dollars. 28

37 Financial Summaries 29

38 JOSEPHINE COUNTY SUMMARY OF BUDGETS 3 Year Comparison (incl. Supplementals) (incl. Supplementals) Full Time Budgeted Full Time Budgeted Full Time Budgeted Equiv. Operating Equiv. Operating Equiv. Operating (FTE) Budget Expenses(1) (FTE) Budget Expenses(1) (FTE) Budget Expenses(1) Major Operating Funds: 10 General Fund $ 11,822,000 $ 5,038, $ 12,744,000 $ 5,197, $ 14,062,000 $ 5,929, Public Works Fund ,541,000 5,344, ,058,000 5,072, ,396,000 5,966, Public Safety Fund ,423,000 10,737, ,211,000 11,007, ,289,000 7,669, Community Corrections Fund ,957,000 4,216, ,969,000 4,274, ,474,000 4,034, Mental Health Fund ,481,000 6,261, ,836,000 6,560, ,698,000 6,938, Adult Jail & Juvenile Detention Fund ,560,000 7,822,500 Special Revenue Funds: 14 Public Health Fund ,608,000 3,355, ,257,000 3,222, ,891,000 2,327, Grant Projects Fund - 2,363,000 1,077,000-1,796, ,000-2,196,000 1,860, Building and Safety Fund ,334, , ,210, , ,374, , Commission for Children & Families Fund - 158, , Court Security Fund - 77,000 65,000-75,000 70,000-75,000 70, Fairgrounds Fund , , , , , , Parks Fund ,149, , ,416,000 1,229, ,583,000 1,273, Transit Fund ,504,000 1,585, ,527,000 3,471, ,583,000 3,486, Animal Shelter & Control Fund ,392, , County Clerk Records Fund - 57,000 31,000-54,000 31,000-52,000 31, DA Forfeiture Fund - 134, ,000 22, ,000 1, DA Special Programs Fund ,000 48, ,000 43,900-99,000 10, Juvenile Justice Special Programs Fund , , , , , , Public Land Corner Preservation Fund , , , , , , Public Works Special Programs Fund - 404, , , , , ,000 Enterprise Funds: 50 Jail Commissary Fund - 137,000 57, ,000 68, ,000 80, Airports Fund ,931,000 2,794, ,847,000 2,724, ,698,000 4,585,400 Internal Service and Internal Vendor Funds: 40 Internal Services Fund ,189,000 3,426, ,452,000 3,255, ,018,000 3,007, County Buildings and Fleet Fund ,345,000 2,654, ,507,000 2,757, ,851,000 2,952, Insurance Reserve Fund - 992, ,000-1,387, ,800-1,041, , Payroll Liability Reserve Fund - 700, , , , , , Forestry Reserve Fund ,535, ,000 Capital Project and Capital Reserve Funds: 45 County Bridge Construction Fund - 250, , Roads and Bridges Reserve Fund - 3,690,000 1,153,000-5,180,000 2,425,800-5,689,000 3,204, Property Reserve Fund - 3,498,000 2,227,000-3,784,000 2,454,000-2,035,000 1,591, Equipment Reserve Fund - 1,613,000 1,332,200-3,573,000 2,121,300-2,898,000 1,739,000 Debt Service Funds: 60 Adult Jail Facility Debt Service Fund - 1,047,000 1,047,000-1,049,000 1,049,000-1,050,000 1,050, PERS Bond Debt Service Fund - 1,231,000 1,231,000-1,290,000 1,290,000-1,348,000 1,348,000 Trust Funds: 71 County School Trust Fund - 351, , , ,000-50,000 50, Human Service Programs Trust Fund - 81,000 81,000-87,000 87,000-42,000 42, Library Programs Trust Fund - 245, , , , , , PEG Access Fund - 23,000 23,000-23,000 23,000-42,000 10, Sheriff Forfeiture Fund - 47,000 1,000-20,000 5,000-27,000 5, Sheriff Programs Trust Fund - 74,000 74,000-60,000 60,000-77,000 67,500 Total Appropriation $ 87,683,000 $ 58,884, $ 92,288,000 $ 62,952, $ 103,153,000 $ 71,940,000 Unappropriated Ending Fund Balances: 60 Adult Jail Facility Debt Service Fund - 190, , PERS Bond Debt Service Fund - 674, , ,108, Human Service Programs Trust Fund - 47, , Library Programs Trust Fund - 367, , Total Ending Fund Balances - 1,278, ,407, ,108,000 - Total Budget $ 88,961,700 $ 58,884, $ 93,695,700 $ 62,952, $ 104,261,000 $ 71,940,000 (1) Excludes budget amounts for Interfund Transfers, Contingency and Ending Fund Balances to better show operating expenditures. 30

39 JOSEPHINE COUNTY SUMMARY COMPARISON OF BUDGETS Prior Year and Current (incl supplemental) COMPARISON TO BUDGET Full Time Budgeted Full Time Budgeted Comparison Comparison Full Time Equiv. Adopted Operating Equiv. Operating % Appropriation % Operating Equiv. (FTE) Budget Expenses (1) (FTE) Budget Expenses (1) Chng Budget Chng Expense (1) (Change) + (-) Major Operating Funds: 10 General Fund $ 12,744,000 $ 5,197, $ 14,062,000 $ 5,929,500 10% $ 1,318,000 14% $ 731, Public Works Fund ,058,000 5,072, ,396,000 5,966,000 26% 2,338,000 18% 894, Public Safety Fund ,211,000 11,007, ,289,000 7,669,900-28% (3,922,000) -30% (3,337,600) (21.80) 13 Community Corrections Fund ,969,000 4,274, ,474,000 4,034,100-8% (495,000) -6% (240,500) (1.00) 15 Mental Health Fund ,836,000 6,560, ,698,000 6,938,700 13% 862,000 6% 377, Adult Jail & Juvenile Detention Fund ,560,000 7,822,500 new 8,560,000 new 7,822, Special Revenue Funds: - 14 Public Health Fund ,257,000 3,222, ,891,000 2,327,000-32% (1,366,000) -28% (895,400) (10.97) 16 Grant Projects Fund - 1,796, ,000-2,196,000 1,860,500 22% 400, % 939, Building and Safety Fund ,210, , ,374, ,000 14% 164,000 42% 225, Commission for Children & Families Fund % - 0% Court Security Fund - 75,000 70,000-75,000 70,000 0% - 0% Fairgrounds Fund , , , ,900 4% 32,000 5% 33, Parks Fund ,416,000 1,229, ,583,000 1,273,200 12% 167,000 4% 44, Transit Fund ,527,000 3,471, ,583,000 3,486,200 1% 56,000 0% 14, Animal Shelter & Control Fund ,392, ,100 new 1,392,000 new 801, County Clerk Records Fund - 54,000 31,000-52,000 31,000-4% (2,000) 0% DA Forfeiture Fund - 135,000 22, ,000 1,000 2% 3,000 (21,800) - 32 DA Special Programs Fund ,000 43,900-99,000 10,900-27% (37,000) -75% (33,000) (0.20) 33 Juvenile Justice Special Programs Fund , , , ,700 5% 8,000 5% 7, Public Land Corner Preservation Fund , , , ,400 2% 4,000 16% 20, Public Works Special Programs Fund - 346, , , ,000-16% (56,000) -19% (30,100) - Enterprise Funds: - 50 Jail Commissary Fund - 208,000 68, ,000 80,400 46% 95,000 18% 12, Airports Fund ,847,000 2,724, ,698,000 4,585,400 65% 1,851,000 68% 1,861,100 - Internal Service and Internal Vendor Funds: - 40 Internal Services Fund ,452,000 3,255, ,018,000 3,007,000-10% (434,000) -8% (248,000) (5.00) 41 County Buildings and Fleet Fund ,507,000 2,757, ,851,000 2,952,500 10% 344,000 7% 195, Insurance Reserve Fund - 1,387, ,800-1,041, ,800-25% (346,000) -3% (31,000) - 43 Payroll Liability Reserve Fund - 365, , , ,000 64% 235,000 39% 140, Forestry Reserve Fund ,535, ,000 new 1,535,000 new 110,000 - Capital Project and Capital Reserve Funds: - 45 County Bridge Construction Fund % - 0% Roads and Bridges Reserve Fund - 5,180,000 2,425,800-5,689,000 3,204,700 10% 509,000 32% 778, Property Reserve Fund - 3,784,000 2,454,000-2,035,000 1,591,100-46% (1,749,000) -35% (862,900) - 48 Equipment Reserve Fund - 3,573,000 2,121,300-2,898,000 1,739,000-19% (675,000) -18% (382,300) - Debt Service Funds: - 60 Adult Jail Facility Debt Service Fund - 1,049,000 1,049,000-1,050,000 1,050,000 0% 1,000 0% 1, PERS Bond Debt Service Fund - 1,290,000 1,290,000-1,348,000 1,348,000 4% 58,000 4% 58,000 - Trust Funds: - 71 County School Trust Fund - 355, ,000-50,000 50,000-86% (305,000) -86% (305,000) - 72 Human Service Programs Trust Fund - 87,000 87,000-42,000 42,000-52% (45,000) -52% (45,000) - 74 Library Programs Trust Fund - 245, , , , % 322, % 358, PEG Access Fund - 23,000 23,000-42,000 10,000 83% 19,000-57% (13,000) - 76 Sheriff Forfeiture Fund - 20,000 5,000-27,000 5,000 35% 7,000 0% Sheriff Programs Trust Fund - 60,000 60,000-77,000 67,500 28% 17,000 13% 7,500 - Total Appropriation $ 92,288,000 $ 62,952, $ 103,153,000 $ 71,940,000 12% $ 10,865,000 14% $ 8,987, Unappropriated Ending Fund Balances: - 60 Adult Jail Facility Debt Service Fund - 50, % (50,000) - 61 PERS Bond Debt Service Fund - 943, ,108,000-17% 165, Human Service Programs Trust Fund - 47, % (47,300) - 74 Library Programs Trust Fund - 367, % (367,400) - Total Ending Fund Balances - 1,407, ,108, % (299,700) - Total Budget $ 93,695,700 $ 62,952, $ 104,261,000 $ 71,940,000 11% $ 10,565,300 14% $ 8,987, (1) Excludes budget amounts for Interfund Transfers, Contingency and Ending Fund Balances to better show operating expenditures. 31

40 EXPENDITURE SUMMARY EXPLANATION County has many departments that are funded primarily through grants and the nature of grants are to have an increase one year and reduction the following year when the grant closes. This is the reason for most percentage shifts from year to year. The following is a general explanation of the percent change between the budget for fiscal year and fiscal year where the change occurring is a result in significant change to the program. GENERAL FUND The increase of 10 percent is a direct result of passage of the Jail and Juvenile Detention levy, which authorized the move of the Board of County Commissioners into the General Fund from the Internal Service Fund so that they would not directly benefit from the levy funds. Additionally, the Planning department continued to integrate with Building Safety into one department of Community Development and had increased budget funded by increased revenues within the program. PUBLIC SAFETY The decrease of 28 percent is due to passage of the Jail and Juvenile Detention levy, which moved the program of Jail into a separate fund. Adding the new fund created an overall 33% increase in Public Safety as a program if the two funds were combined. PUBLIC WORKS The increase of 26 percent is due to increase carryover from prior year deposit of SRS Forest Service monies. This was unanticipated and will be used for Road Maintenance and capital improvements that increased by nearly this deposit due to the January 2017 snow & rainstorms. JAIL & DETENTION FUND This is a new fund created after the passage of a 5 year levy for Adult Jail and Juvenile Detention in May This fund will track all expenses and revenues, including the local property tax revenue for the purpose of the levy. PUBLIC HEALTH The decrease of 32 percent because the Animal Shelter & Control levy passed for 5 years. This program moved out of the Public Health fund into its own fund. There were no other major changes to the Public Health program for this adopted budget. GRANT PROJECTS The increase of 22% percent is due to the addition of the Community Housing Grant. This grant is gifted every other year to the county as it rotates to neighboring Jackson County. 32

41 ANIMAL SHELTER & CONTROL FUND This is a new fund created after the passage of a 5 year levy for Animal Shelter & Control Services in May This fund will track all expenses and revenues, including the local property tax revenue for the purpose of the levy. DA SPECIAL PROGRAM FUND The decrease of 27 percent is due to the closure of Support Enforcement program. This program is now run by the State of Oregon and not locally at the County level. JAIL COMMISSARY FUND The increase of 46 percent is due to passage of the Jail & Detention levy and when the jail funding is slightly higher, it results in higher costs for the Jail Commissary. AIRPORTS FUND The increase of 46 percent is due to passage of the Jail & Detention levy and when the jail funding is slightly higher, it results in higher costs for the Jail Commissary. INTERNAL SERVICE FUND The decrease of 10 percent due to the removal of the Board of County Commissioners program and moving them to the General Fund. As this was part of the language in the Adult Jail & Juvenile Detention levy that passed in May INSURANCE RESERVE FUND The decrease of 25 percent due to decrease worker s compensation rates and unemployment rates for the County. PAYROLL LIABILITY RESERVE FUND The increase of 48 percent because the county anticipated layoffs in Public Safety Fund while building the budget. However, the Jail & Detention levy passed in May 2017 and this fund was not reduced for adoption. This fund is a percentage of payroll and covers the payout of time off accrued by employees upon exit of employment. FORESTRY RESERVE FUND This is a new fund created because of the Board of County Commissioners decision to use the timber sales from the large forest fire of 2015 Douglas Complex and a portion of additional annual Timber Sales to support opening the Juvenile Shelter side of the Juvenile Detention and Shelter facility. This was after the passage of the Juvenile Detention levy in May 2017 since that levy only covered detention and not shelter. The county found a better source of revenue by updating their sales process for local timber rather than another tax levy to the citizens. 33

42 CAPITAL PROJECT FUNDS The Property and Equipment Reserve have decreased due to planned county projects that were completed the prior year. The Property reserve balance is lower since the Douglas Complex fire timber sales was moved to the new Forestry Reserve Fund. To see the list of County capital projects they are located in the capital section of the budget. TRUST FUNDS There are many changes to the Trust Funds over last year. The School Trust Fund was reduced by 86 percent because of the loss of SRS Federal monies. They will now only receive the actual timber sales on federal land and that is estimated to be under 50 thousand rather than the annual 350 thousand they used to receive. The Human Services Trust Fund will see a reduced 52 percent due to removing the McKenzie Trust during as it was paid out to nonprofit agencies in the local area. This also resulted in removing the Unappropriated Ending Fund Balance. The Library Trust Fund has a 131 percent increase due to moving the whole balance of the fund into authority to expend in The Board of County Commissioners will likely transfer these monies to the local library now that they passed a permanent Library District in May PEG Access Fund has an 83 percent increase as a planned retained balance for The Sheriff Forfeiture and Programs Trust have an increase of 35 and 28 percent respectfully due to more accurate carryover balances. These are small accounts and the percentage is larger even when the dollar figures are relatively small. 34

43 JOSEPHINE COUNTY FIVE YEAR PROJECTION OF BUDGET through Proposed Budget Projection Major Operating Funds: 10 General Fund $ 14,062,000 $ 14,343,240 $ 14,630,105 14,922,707 $ 15,221, Public Works Fund 11,396,000 11,623,920 11,856,398 12,093,526 12,335, Public Safety Fund 10,289,000 10,494,780 10,704,676 10,918,769 11,137, Adult Corrections Fund 5,474,000 5,583,480 5,695,150 5,809,053 5,925, Mental Health Fund 7,698,000 7,851,960 8,008,999 8,169,179 8,332, Adult Jail & Juvenile Detention Fund 8,560,000 8,731,200 8,905,824 9,083,940 9,265,619 Special Revenue Funds: 14 Public Health Fund 2,891,000 2,948,820 2,507,796 2,557,952 2,609, Grant Projects Fund 2,196,000 1,546,000 1,996,000 1,546,000 1,996, Building and Safety Fund 1,374,000 1,401,480 1,429,510 1,458,100 1,487, Court Security Fund 75,000 76,500 78,030 79,591 81, Fairgrounds Fund 758, , , , , Parks Fund 1,583,000 1,614,660 1,646,953 1,679,892 1,713, Transit Fund 4,583,000 3,733,000 2,957,660 3,016,813 3,077, Animal Shelter & Control Fund 1,392,000 1,319,840 1,346,237 1,373,162 1,400, County Clerk Records Fund 52,000 52,000 53,040 54,101 55, DA Forfeiture Fund 138,000 10,000 10,200 10,404 10, DA Special Programs Fund 99,000 99, , , , Juvenile Justice Special Programs Fund 185, , , , , Public Land Corner Preservation Fund 187, , , , , Public Works Special Programs Fund 290, , , , ,466 Enterprise Funds: 50 Jail Commissary Fund 303, , , , , Airports Fund 4,698,000 3,198,000 1,811,960 3,648, ,163 Internal Service and Internal Vendor Funds: 40 Internal Services Fund 4,018,000 4,098,360 3,730,327 3,804,934 3,881, County Buildings and Fleet Fund 3,851,000 3,928,020 3,881,580 3,959,212 4,038, Insurance Reserve Fund 1,041,000 1,041,000 1,041,000 1,041,000 1,041, Payroll Liability Reserve Fund 600, , , , , Forestry Reserve Fund 1,535,000 1,535,000 1,235,000 1,235,000 1,000,000 Capital Project and Capital Reserve Funds: 45 County Bridge Construction Fund Roads and Bridges Reserve Fund 5,689,000 3,689,000 3,989,000 3,689,000 3,989, Property Reserve Fund 2,035,000 2,600,000 2,900,000 2,400,000 2,400, Equipment Reserve Fund 2,898,000 2,773,000 2,604,000 2,604,000 2,604,000 Debt Service Funds: 60 Adult Jail Facility Debt Service Fund 1,050, PERS Bond Debt Service Fund 1,348,000 1,401,488 1,467,969 1,534,913 1,607,113 Trust Funds: 71 County School Trust Fund 50,000 35,000 35,000 35,000 35, Human Service Programs Trust Fund 42,000 42,000 42,000 42,000 42, Library Programs Trust Fund 567, , , , , PEG Access Fund 42,000 42,000 42,000 42,000 42, Sheriff Forfeiture Fund 27,000 27,000 37,000 47,000 25, Sheriff Programs Trust Fund 77,000 77,000 78,540 80,111 81,713 Total Appropriation $ 103,153,000 $ 98,207,408 $ 97,127,227 $ 99,357,157 $ 98,694,801 Unappropriated Ending Fund Balances: 60 Adult Jail Facility Debt Service Fund PERS Bond Debt Service Fund 1,108,000 1,108,000 1,108,000 1,108,000 1,108, Human Service Programs Trust Fund Library Programs Trust Fund Total Ending Fund Balances 1,108,000 1,108,000 1,108,000 1,108,000 1,108,000 Total Budget $ 104,261,000 $ 99,315,408 $ 98,235,227 $ 100,465,157 $ 99,802,801 Major assumptions used: The projection for are reduced from ; adjusted for planned changes in beginning fund balances, capital projects and actual debt service obligations. The projection for the following 3 years generally assumes a 2% inflation factor, adjusted for planned changes in capital projects, estimated changes in grant funding levels, and actual debt service obligations. Unappropriated ending fund balances are projected to not change. 35

44 BUDGET HISTORY JOSEPHINE COUNTY ADOPTED BUDGETS (including Supplemental Changes) $125.0 $100.0 $ $50.0 $25.0 $ in Millions County Total Public Safety (Sheriff, DA, Juvenile Justice) Jail & Juvenile Levy 36

45 Josephine County Multi-Year Summary of Revenues and Expenditures by Category REVENUES Actual Actual Actual Actual Actual Budget Budget Beginning Fund Balance 32,086,006 21,063,541 22,485,800 27,491,783 28,431,872 28,322,200 24,123,600 Property Taxes (incl. Jail Bond) 4,807,749 5,075,812 4,648,881 5,427,806 5,594,893 5,526,000 12,997,100 Other Taxes (PILT/GAS/Shared State 6,127,906 6,474,105 6,837,389 6,968,916 7,347,557 7,042,000 7,169,000 Reciepts) Fees/Charges for Services/Sales 9,588,268 8,944,550 15,247,622 13,110,210 15,583,183 15,230,400 16,233,300 Federal Grants 9,580,474 8,412,200 8,053,516 8,725,416 7,212,769 7,810,100 9,067,800 State Grants (& Fines Shared) 12,051,252 11,738,403 14,377,456 15,811,842 17,865,311 16,526,500 20,091,500 Interfund Transfer In 15,455,369 12,173,385 8,143,923 12,359,762 9,768,627 12,144,700 13,782,000 Donations/ Local&Private Grants 451, , , , , , ,500 Miscellaneous / Interest 882, , , , , , ,200 Total REV 91,031,371 75,337,287 80,881,213 91,008,659 93,129,560 93,695, ,261,000 EXPENDITURES Actual Actual Actual Budget Actual Budget Budget Personnel Services 30,540,795 21,834,667 23,152,562 24,019,538 25,543,067 27,699,700 32,897,500 Materials and Services 20,100,704 17,916,923 17,920,060 19,180,480 20,595,211 23,978,500 26,259,900 Capital Outlay 6,329,000 2,460,021 2,538,829 4,720,392 3,934,746 8,866,100 10,305,800 Debt Payments 2,304,612 2,145,882 2,238,979 2,286,009 2,337,236 2,430,500 2,536,000 Interfund Transfer Out 10,692,719 8,493,993 8,143,923 12,359,762 9,768,627 12,046,700 14,349,700 Ending Fund Balance/ Contingency 21,063,541 22,485,800 26,886,860 28,442,478 30,950,673 18,674,200 17,912,100 (unspent) Total EXP 91,031,371 75,337,287 80,881,213 91,008,659 93,129,560 93,695, ,261,000 Donations/ Local&Private Grants 0.3% Interfund Transfer In 13.2% State Grants (& Fines Shared) 19.3% Ending Fund Balance (unspent) 18% Interfund Transfer Out 13.8% Debt Payments 2.4% Federal Grants 8.7% Capital Outlay 9.9% COUNTY WIDE Budgeted Revenue COUNTY WIDE Budgeted Expenditure by Category Personnel Services 31.6% Materials and Services 25.2% Interfund Transfer Out 14% Debt Service 2% Community Develop. Culture & 5% Recreation 7% Miscellaneous / Interest 0.5% Beginning Fund Balance 23.1% Property Taxes (incl. Jail Bond) 12.5% Other Taxes (PILT/GAS/Shared State Reciepts) 6.9% Fees/Charges for Services/Sales 15.6% COUNTY WIDE Budgeted Expenditure by Type Ending Fund Balance (unspent) 17% Public Works 9% Public Safety 20% Health & Human Srvc 14% General Government 12% 37

46 COUNTY WIDE Multi Year Summary of Revenues by Category 120 In Millions Actual Actual Actual Actual Actual Budget Budget Miscellaneous / Interest 882, , , , , , ,200 Donations/ Local&Private Grants 451, , , , , , ,500 Interfund Transfer In 15,455,36912,173,385 8,143,923 12,359,762 9,768,627 12,144,70013,782,000 State Grants (& Fines Shared) 12,051,25211,738,40314,377,45615,811,84217,865,31116,526,50020,091,500 Federal Grants 9,580,474 8,412,200 8,053,516 8,725,416 7,212,769 7,810,100 9,067,800 Fees/Charges for Services/Sales 9,588,268 8,944,550 15,247,62213,110,21015,583,18315,230,40016,233,300 Other Taxes (PILT/GAS/Shared State Reciepts) 6,127,906 6,474,105 6,837,389 6,968,916 7,347,557 7,042,000 7,169,000 Property Taxes (incl. Jail Bond) 4,807,749 5,075,812 4,648,881 5,427,806 5,594,893 5,526,000 12,997,100 Beginning Fund Balance 32,086,00621,063,54122,485,80027,491,78328,431,87228,322,20024,123,600 38

47 COUNTY WIDE Multi Year Summary of Expenditures by Category In Millions Actual Actual Actual Budget Actual Budget Budget Ending Fund Balance/ Contingency 21,063,54122,485,80026,886,86028,442,47830,950,67318,674,20017,912,100 (unspent) Interfund Transfer Out 10,692,719 8,493,993 8,143,923 12,359,762 9,768,627 12,046,70014,349,700 Debt Payments 2,304,612 2,145,882 2,238,979 2,286,009 2,337,236 2,430,500 2,536,000 Capital Outlay 6,329,000 2,460,021 2,538,829 4,720,392 3,934,746 8,866,100 10,305,800 Materials and Services 20,100,70417,916,92317,920,06019,180,48020,595,21123,978,50026,259,900 Personnel Services 30,540,79521,834,66723,152,56224,019,53825,543,06727,699,70032,897,500 39

48 The following is a description of the sources of revenue for Josephine County. *Beginning Fund Balance The Beginning Fund Balance represents prior year funds and cash carried forward into the current fiscal year. Fund Balances stay in the programs to be used for the same purposes the following year. *Property Taxes The Josephine County permanent tax rate is $ per $1,000 of assessed value, as approved by voters in 1996 through measure 50. This accounts for about $4 million in revenue a year. Currently, the voter approved jail bond that built the county jail is assessed at roughly $0.14 cents per $1,000 until this debt is paid in fiscal year & brings in roughly a $1 million dollars a year. Two local option levy property taxes passed in May 2017 for a period of 5 years. One is the $0.08 cent Animal Shelter & Control Levy and the other is the $0.93 cent for Jail & Juvenile Detention Levy. These four taxes are what make up the Property tax revenues for Josephine County local government. *Other Taxes This is mainly made up of State Shared Receipts like gas taxes, cigarette taxes, amusement devise taxes, OLCC fine reimbursement, beer & wine taxes. Additionally, PILT (Payment in Lieu of Taxes) from Department of the Interior for O&C railroad lands. * Fees & Charges for Services Many county departments collect fees. A few examples includes: Parks program for parking/camping fees, County Clerk for marriage licenses, Public Health for dog licenses, the Planning department for building permits, etc. Additionally, the County receives revenue for providing services to the general public like copies, rentals of county facilities, etc. This also includes revenue between county departments that charge for services but choose to use a county department rather than an outside vendor. *Federal & State Grants (Intergovernmental Revenue) The County receives grants for specific purposes. Like WIC for pregnant and young child nutrition, Transit for Elderly & Disabled persons transportation, etc. *Fines (Intergovernmental Revenue) This revenue is considered intergovernmental revenue like shared receipts. The County receives fine revenue from state courts when applicable like the District Attorney s office for contempt fines, Sheriff Patrol for tickets, etc. *Donations / Local & Private Grants These revenues are given to the county by local and private entities. *Miscellaneous & Interest This accounts for revenues that do not fit under any other classification above. And includes interest which the county Treasurer is responsible for investment of monies for all of Josephine County funds and this category reflects the interest derived from those investments. 40

49 JOSEPHINE COUNTY, OREGON Summary of Estimated Financial Sources Uses - All Funds ACTUAL ACTUAL General Fund Budget Major Funds (pg 1 of 3) Budget ACTUAL Public Safety ACTUAL Budget Budget Revenues: Beginning Fund Balance $ 5,188,919 $ 4,370,095 $ 4,123,500 $ 4,601,600 $ 5,842,265 $ 5,636,784 $ 5,528,000 $ 3,000,000 Property Taxes 3,830,701 4,062,065 3,970,000 4,255, Marijuana Taxes Other Taxes (PILT /GAS /ALCOHOL/STATE Shared) 1,150,185 1,297,386 1,174,000 1,201, Fees & Charges for Service 1,256,990 2,618,940 2,381,700 3,123,800 1,895,719 1,997,565 2,051,800 1,076,000 Federal Grants ,779,734 4,251,183 2,009,600 2,035,000 State Grants (& Fines Shared) 1,673, , , ,700 1,488,189 1,481,226 1,498, ,500 Donations/ Local Grants - 3, ,954 6,000 10,200 Miscellaneous / Interest 217, , , ,700 31,382 27,376 15,500 16,800 Total Revenue 13,317,583 13,104,829 12,392,500 13,966,300 14,037,289 13,409,088 11,108,900 6,894,500 Transfers In 69, , ,500 95,700 2,544,500 3,685,934 3,102,100 3,394,500 Total Financial Sources $ 13,386,583 $ 13,208,829 $ 12,744,000 $ 14,062,000 $ 16,581,789 $ 17,095,022 $ 14,211,000 $ 10,289,000 Expenditures by Category: Personnel Services $ 2,772,574 $ 2,971,969 $ 3,129,800 $ 3,871,500 $ 7,442,006 $ 7,708,229 $ 8,572,700 $ 6,353,700 Materials and Services 1,547,114 1,696,443 2,068,000 2,058,000 2,451,599 2,487,798 2,434,800 1,316,200 Capital Outlay Debt Payments Total Expenditures 4,319,688 4,668,412 5,197,800 5,929,500 9,893,605 10,196,026 11,007,500 7,669,900 Transfers Out 4,696,800 3,848,650 3,500,600 4,130,600 1,051, ,618 1,236, ,700 Total Financial Uses $ 9,016,488 $ 8,517,062 $ 8,698,400 $ 10,060,100 $ 10,945,005 $ 11,123,644 $ 12,243,600 $ 8,571,600 Ending Fund Balance / Contingency $ 4,370,095 $ 4,691,767 $ 4,045,600 $ 4,001,900 $ 5,636,784 $ 5,971,378 $ 1,967,400 $ 1,717,400 Expenditures by Type: General Government $ 2,539,833 $ 2,767,840 $ 3,159,000 $ 3,553,300 $ - $ - $ - $ - Public Safety 245, , , ,100 9,893,605 10,196,026 11,007,500 7,669,900 Public Works Culture & Recreation Community Development 1,318,761 1,448,023 1,571,000 1,869, Health & Human Srvc 215, , , , Debt Service Total Expenditures 4,319,688 4,668,412 5,197,800 5,929,500 9,893,605 10,196,026 11,007,500 7,669,900 Transfers Out 4,696,800 3,848,650 3,500,600 4,130,600 1,051, ,618 1,236, ,700 Total Financial Uses $ 9,016,488 $ 8,517,062 $ 8,698,400 $ 10,060,100 $ 10,945,005 $ 11,123,644 $ 12,243,600 $ 8,571,600 Ending Fund Balance / Contingency $ 4,370,095 $ 4,691,767 $ 4,045,600 $ 4,001,900 $ 5,636,784 $ 5,971,378 $ 1,967,400 $ 1,717,400 41

50 JOSEPHINE COUNTY, OREGON Summary of Estimated Financial Sources Uses - All Funds Revenues: Beginning Fund Balance Property Taxes Marijuana Taxes Other Taxes (PILT /GAS /ALCOHOL/STATE Shared) Fees & Charges for Service Federal Grants State Grants (& Fines Shared) Donations/ Local Grants Miscellaneous / Interest Total Revenue ACTUAL ACTUAL Public Works Budget Major Funds (pg 2 of 3) Budget ACTUAL Community Corrections ACTUAL Budget Budget $ 4,656,612 $ 3,316,410 $ 2,400,000 $ 2,443,000 $ 988,422 $ 893,526 $ 1,323,700 $ 1,005, ,744,329 5,975,393 5,800,000 5,900, , , , , , , , ,000 1,032,596-51,000 65,000-47, , , , , ,000 2,657,100 2,956,663 4,172,415 3,845,700 3,643, , , ,397 59,664 33,000 40,000 2,317 43,569 5,500 31,500 12,391,123 10,038,366 8,953,500 11,303,500 4,461,046 5,684,316 5,969,000 5,474,000 Transfers In Total Financial Sources 67,600 76, ,500 92, , , $ 12,458,723 $ 10,114,366 $ 9,058,000 $ 11,396,000 $ 4,706,046 $ 5,920,982 $ 5,969,000 $ 5,474,000 Expenditures by Category: Personnel Services Materials and Services Capital Outlay Debt Payments Total Expenditures $ 3,760,292 $ 3,752,612 $ 3,735,600 $ 4,228,000 $ 2,502,786 $ 2,793,892 $ 3,056,700 $ 3,099,300 1,244,521 1,271,659 1,336,400 1,738, ,334 1,068,607 1,217, , ,004,813 5,024,271 5,072,000 5,966,000 3,469,120 3,862,499 4,274,600 4,034,100 Transfers Out Total Financial Uses 4,137,500 1,034,400 2,780,000 3,875, , , , ,200 $ 9,142,313 $ 6,058,671 $ 7,852,000 $ 9,841,800 $ 3,812,520 $ 4,720,799 $ 5,012,200 $ 4,764,300 Ending Fund Balance / Contingency $ 3,316,410 $ 4,055,695 $ 1,206,000 $ 1,554,200 $ 893,526 $ 1,200,183 $ 956,800 $ 709,700 Expenditures by Type: General Government Public Safety Public Works Culture & Recreation Community Development Health & Human Srvc Debt Service Total Expenditures $ - $ - $ - $ - $ - $ - $ - $ ,469,120 3,862,499 4,274,600 4,034,100 5,004,813 5,024,271 5,072,000 5,966, ,004,813 5,024,271 5,072,000 5,966,000 3,469,120 3,862,499 4,274,600 4,034,100 Transfers Out Total Financial Uses 4,137,500 1,034,400 2,780,000 3,875, , , , ,200 $ 9,142,313 $ 6,058,671 $ 7,852,000 $ 9,841,800 $ 3,812,520 $ 4,720,799 $ 5,012,200 $ 4,764,300 Ending Fund Balance / Contingency $ 3,316,410 $ 4,055,695 $ 1,206,000 $ 1,554,200 $ 893,526 $ 1,200,183 $ 956,800 $ 709,700 42

51 JOSEPHINE COUNTY, OREGON Summary of Estimated Financial Sources Uses - All Funds Revenues: Beginning Fund Balance Property Taxes Marijuana Taxes Other Taxes (PILT /GAS /ALCOHOL/STATE Shared) Fees & Charges for Service Federal Grants State Grants (& Fines Shared) Donations/ Local Grants Miscellaneous / Interest Total Revenue ACTUAL Mental Health ACTUAL Budget Major Funds (pg 3 of 3) Budget ACTUAL Jail & Detention ACTUAL Budget Budget $ 229,252 $ 301,544 $ 305,500 $ 727,500 $ - $ - $ - $ ,192, ,878 74,779 68,000 68, ,744 27,456 28,000 28, , ,532,537 7,260,847 6,432,500 6,868, , , ,159 3,506 2,000 6, ,700 5,867,760 7,669,132 6,836,000 7,698, ,311,100 Transfers In Total Financial Sources ,900 $ 5,867,760 $ 7,669,132 $ 6,836,000 $ 7,698,000 $ - $ - $ - $ 8,560,000 Expenditures by Category: Personnel Services Materials and Services Capital Outlay Debt Payments Total Expenditures $ 73,941 $ 78,693 $ 80,000 $ 85,900 $ - $ - $ - $ 5,623,500 5,399,314 6,801,313 6,480,900 6,852, ,199, ,461 20,463 22,000 22, ,493,716 6,900,469 6,582,900 6,960, ,822,500 Transfers Out Total Financial Uses 72,500 77,000 78,500 82, ,800 $ 5,566,216 $ 6,977,469 $ 6,661,400 $ 7,043,000 $ - $ - $ - $ 8,510,300 Ending Fund Balance / Contingency $ 301,544 $ 691,663 $ 174,600 $ 655,000 $ - $ - $ - $ 49,700 Expenditures by Type: General Government Public Safety Public Works Culture & Recreation Community Development Health & Human Srvc Debt Service Total Expenditures $ - $ - $ - $ - $ - $ - $ - $ ,822, ,473,255 6,880,006 6,560,900 6,938, ,461 20,463 22,000 22, ,493,716 6,900,469 6,582,900 6,960, ,822,500 Transfers Out Total Financial Uses 72,500 77,000 78,500 82, ,800 $ 5,566,216 $ 6,977,469 $ 6,661,400 $ 7,043,000 $ - $ - $ - $ 8,510,300 Ending Fund Balance / Contingency $ 301,544 $ 691,663 $ 174,600 $ 655,000 $ - $ - $ - $ 49,700 43

52 JOSEPHINE COUNTY, OREGON Summary of Estimated Financial Sources Uses - All Funds Revenues: Beginning Fund Balance Property Taxes Marijuana Taxes Other Taxes (PILT /GAS /ALCOHOL/STATE Shared) Fees & Charges for Service Federal Grants State Grants (& Fines Shared) Donations/ Local Grants Miscellaneous / Interest Total Revenue ACTUAL Non-Major Funds (pg 1 of 2) Other Governmental (1) ACTUAL Budget Budget ACTUAL Other Enterprise (2) ACTUAL Budget Budget $ 5,517,181 $ 6,006,875 $ 5,487,400 $ 5,364,400 $ 96,553 $ 137,786 $ 197,100 $ 278,300 1,597,105 1,532,828 1,556,000 1,549, ,451,945 4,826,093 4,840,100 4,969, , , , ,300 2,722,934 2,943,600 3,748,200 3,729, ,231 (29,856) 1,871,300 3,126,000 2,260,182 2,538,484 2,887,200 3,911, , , , , , , ,227 28,841 37,900 35, ,323 46,500 53,700 17,022,347 18,221,855 19,203,300 19,810,500 1,080,175 1,135,903 2,943,400 4,871,000 Transfers In Total Financial Sources 385, , , ,500 60, , , ,000 $ 17,407,712 $ 18,536,555 $ 19,574,700 $ 20,114,000 $ 1,140,175 $ 1,240,903 $ 3,055,000 $ 5,001,000 Expenditures by Category: Personnel Services Materials and Services Capital Outlay Debt Payments Total Expenditures $ 3,457,516 $ 3,888,549 $ 4,474,300 $ 4,917,500 $ 198,585 $ 238,699 $ 271,900 $ 298,200 4,162,472 4,115,130 6,859,400 7,562, , , , , , ,718 1,895,000 3,847,000 2,226,288 2,277,513 2,339,000 2,398, ,846,276 10,281,192 13,672,700 14,878, , ,200 2,792,500 4,665,800 Transfers Out Total Financial Uses 1,554,561 2,166,660 2,402,200 2,210, ,500 36, , ,100 $ 11,400,837 $ 12,447,852 $ 16,074,900 $ 17,088,600 $ 943,727 $ 1,016,300 $ 2,961,200 $ 4,874,900 Ending Fund Balance / Contingency $ 6,006,875 $ 6,088,703 $ 3,499,800 $ 3,025,400 $ 196,448 $ 224,603 $ 93,800 $ 126,100 Expenditures by Type: General Government Public Safety Public Works Culture & Recreation Community Development Health & Human Srvc Debt Service Total Expenditures $ 360,590 $ 328,697 $ 409,000 $ 91,000 $ - $ - $ - $ - 277, , , ,100 25,351 22,172 68,200 80, ,633,333 1,717,339 2,068,900 2,504, , ,028 2,724,300 4,585,400 1,620,021 1,455,182 1,753,700 2,908, ,728,414 4,226,216 6,741,900 6,656, ,226,288 2,277,513 2,339,000 2,398, ,846,276 10,281,192 13,672,700 14,878, , ,200 2,792,500 4,665,800 Transfers Out Total Financial Uses 1,554,561 2,166,660 2,402,200 2,210, ,500 36, , ,100 $ 11,400,837 $ 12,447,852 $ 16,074,900 $ 17,088,600 $ 1,002,389 $ 1,016,300 $ 2,961,200 $ 4,874,900 Ending Fund Balance / Contingency $ 6,006,875 $ 6,088,703 $ 3,499,800 $ 3,025,400 $ 137,786 $ 224,603 $ 93,800 $ 126,100 Other Governmental includes: Public Health, Grant Fund, Building Safety, CCF (Commission Children/Families), Court Security, Fair, Parks, Transit, Animal Shelter & Control Fund, Clerk Records, DA Forfeiture, DA Special Programs, Juvenile Justice Special Programs, Public Land Corner Preservation, Public Works Special Programs, County School Trust, Human Service Trust, Library Trust, PEG Access, Sheriff Forfeiture, Sheriff Special Programs, Adult Jail Facility Debt, PERS Debt Service Funds. Other Enterprise Includes: Jail Commissary Fund, and Grants Pass & Illinois Valley Airports Fund. 44

53 JOSEPHINE COUNTY, OREGON Summary of Estimated Financial Sources Uses - All Funds Revenues: Beginning Fund Balance Property Taxes Marijuana Taxes Other Taxes (PILT /GAS /ALCOHOL/STATE Shared) Fees & Charges for Service Federal Grants State Grants (& Fines Shared) Donations/ Local Grants Miscellaneous / Interest Total Revenue ACTUAL Other Capital Funds (3) ACTUAL Budget Non-Major Funds (pg 2 of 2) Other Internal Vendor Funds (4) Budget ACTUAL ACTUAL Budget Budget $ 2,980,449 $ 6,065,166 $ 7,002,000 $ 4,499,300 $ 1,750,027 $ 1,703,686 $ 1,955,000 $ 2,204, ,749 83, , ,000 3,931,531 4,636,282 4,085,800 4,683, , ,433, , , ,000 12,176 99,293 99,000 99, , , ,211 22,100 31,900 59,136 68,069 84, ,700 4,560,032 7,590,114 7,920,000 5,048,200 5,752,870 6,507,330 6,224,400 7,101,900 Transfers In Total Financial Sources 5,937,297 2,225,727 4,617,000 5,573,800 3,081,000 3,020,600 3,486,600 3,943,100 $10,497,329 $ 9,815,841 $12,537,000 $10,622,000 $ 8,833,870 $ 9,527,930 $ 9,711,000 $11,045,000 Expenditures by Category: Personnel Services Materials and Services Capital Outlay Debt Payments Total Expenditures $ - $ - $ - $ - $ 3,847,840 $ 4,110,425 $ 4,378,700 $ 4,419, ,806,683 2,657,477 2,955,500 3,077,600 4,432,163 3,690,028 6,971,100 6,458, ,000 76,000 39,260 39,260 39,500 40,000 4,432,163 3,690,028 7,001,100 6,534,800 6,693,783 6,807,162 7,373,700 7,537,500 Transfers Out Total Financial Uses , , , ,000 1,522,000 $ 4,432,163 $ 3,690,028 $ 7,181,100 $ 6,534,800 $ 7,130,184 $ 7,627,062 $ 8,336,700 $ 9,059,500 Ending Fund Balance / Contingency $ 6,065,166 $ 6,125,813 $ 5,355,900 $ 4,087,200 $ 1,703,686 $ 1,900,868 $ 1,374,300 $ 1,985,500 Expenditures by Type: General Government Public Safety Public Works Culture & Recreation Community Development Health & Human Srvc Debt Service Total Expenditures $ 1,744,690 $ 934,271 $ 1,313,000 $ 1,471,000 $ 6,654,523 $ 6,767,902 $ 7,334,200 $ 7,497, , , , ,047, ,659 3,231,900 3,399, , , , , , , , , , , , , ,000 76,000 39,260 39,260 39,500 40,000 4,432,163 3,690,028 7,001,100 6,534,800 6,693,783 6,807,162 7,373,700 7,537,500 Transfers Out Total Financial Uses , , , ,000 1,522,000 $ 4,432,163 $ 3,690,028 $ 7,181,100 $ 6,534,800 $ 7,130,184 $ 7,627,062 $ 8,336,700 $ 9,059,500 Ending Fund Balance / Contingency $ 6,065,166 $ 6,125,813 $ 5,355,900 $ 4,087,200 $ 1,703,686 $ 1,900,868 $ 1,374,300 $ 1,985,500 Other Capital includes: County Bridge Construction, Roads/Bridges Reserve, Property/Equipment Reserve Funds. Other Internal Vendor includes: County Building & Fleet, Insurance & Payroll Liability & Internal Services Funds & Forestry Reserve Fund. 45

54 JOSEPHINE COUNTY, OREGON Summary of Estimated Financial Sources Uses - All Funds Total ALL FUNDS Revenues: Beginning Fund Balance Property Taxes Marijuana Taxes Other Taxes (PILT /GAS /ALCOHOL/STATE Shared) Fees & Charges for Service Federal Grants State Grants (& Fines Shared) Donations/ Local Grants Miscellaneous / Interest Total Revenue ACTUAL ACTUAL Budget Budget $ 27,249,680 $ 28,431,872 $ 28,322,200 $ 24,123,600 5,427,806 5,594,893 5,526,000 12,997, ,968,916 7,347,557 7,042,000 7,169,000 13,292,132 15,583,183 15,230,400 16,233,300 8,668,495 7,212,769 7,810,100 9,067,800 15,811,842 17,865,311 16,526,500 20,091, , , , , , , , ,200 78,490,225 83,360,933 81,551,000 90,479,000 Transfers In Total Financial Sources 12,389,762 9,768,627 12,144,700 13,782,000 $ 90,879,987 $ 93,129,560 $ 93,695,700 $ 104,261,000 Expenditures by Category: Personnel Services Materials and Services Capital Outlay Debt Payments Total Expenditures $ 24,055,540 $ 25,543,067 $ 27,699,700 $ 32,897,500 19,120,381 20,595,210 23,978,500 26,259,900 4,528,461 3,934,746 8,866,100 10,305,800 2,286,009 2,337,236 2,430,500 2,536,000 49,990,391 52,410,260 62,974,800 71,999,200 Transfers Out Total Financial Uses 12,399,062 9,768,627 12,046,700 14,349,700 $ 62,389,453 $ 62,178,887 $ 75,021,500 $ 86,348,900 Ending Fund Balance / Contingency $ 28,490,534 $ 30,950,673 $ 18,674,200 $ 17,912,100 Expenditures by Type: General Government Public Safety Public Works Culture & Recreation Community Development Health & Human Srvc Debt Service Total Expenditures $ 11,299,636 $ 10,798,710 $ 12,215,200 $ 12,612,800 13,911,909 14,812,542 16,273,300 20,563,200 7,052,532 5,935,930 8,303,900 9,365,200 2,589,595 2,796,373 5,626,200 7,316,500 3,335,732 3,515,145 3,889,700 4,944,900 9,573,640 12,214,324 14,236,000 14,660,600 2,286,009 2,337,236 2,430,500 2,536,000 50,049,053 52,410,260 62,974,800 71,999,200 Transfers Out Total Financial Uses 12,399,062 9,768,627 12,046,700 14,349,700 $ 62,448,115 $ 62,178,887 $ 75,021,500 $ 86,348,900 Ending Fund Balance / Contingency $ 28,431,872 $ 30,950,673 $ 18,674,200 $ 17,912,100 46

55 FUND BALANCE ANALYSIS General Fund Public Safety Public Works Community Corrections Mental Health Jail & Detention All Other Funds Whole County Actual $ 3,417,700 $ 10,835,884 $ 6,063,286 $ 341,815 $ 150,705 $ $ 15,157,361 $ 35,966, Actual $ 2,696,802 $ 9,446,289 $ 5,207,206 $ 341,540 $ 248,728 $ $ 14,145,441 $ 32,086, Actual $ 2,378,684 $ 3,497,082 $ 4,416,825 $ 270,923 $ 297,383 $ $ 10,202,644 $ 21,063, Actual $ 3,143,878 $ 4,752,385 $ 4,463,530 $ 372,826 $ 207,388 $ $ 9,545,793 $ 22,485, Actual $ 5,188,920 $ 5,842,265 $ 4,656,612 $ 988,424 $ 229,252 $ $ 9,737,012 $ 26,642, Actual $ 4,370,095 $ 5,636,784 $ 3,316,410 $ 893,526 $ 301,544 $ $ 13,913,513 $ 28,431, Actual $ 4,691,767 $ 5,971,378 $ 4,055,695 $ 1,200,183 $ 691,663 $ $ 14,339,987 $ 30,950, Budget $ 4,045,600 $ 1,967,400 $ 1,206,000 $ 956,800 $ 174,600 $ $ 10,323,800 $ 18,674, Budget $ 4,001,900 $ 1,717,400 $ 1,554,200 $ 709,700 $ 655,000 $ 49,700 $ 9,224,200 $ 17,912,100 $40 Whole County Fund Balance $35 $30 Millions $25 $20 $15 $10 $5 $ Actual Actual Actual Actual Actual Actual Actual Budget Budget Major changes in fund balance for the county have been due to loss of Federal O&C SRS funding, which the county chose to give 100% to Public Safety Fund to saw a Federal O&C deposit of $10.7, 9.7, 8.7 million, respectively to saw a Federal O&C deposit of $4.9, 4.7, 4.8 million respectively saw an increase in state grant funding & are budgeted to maintain status quo and using some grant deposits that were received in 1 year but were for 2 years of funding will experience a reduction of fund balance due to O&C/SRS funding within Public Safety Fund and planned capital balance expenditures overall results are a similar fund balance as the prior year. See the remaining analysis on the next pages. The County overall has stable funding for dedicated funds and General Fund. The main challenge in Josephine County is getting support for Public Safety funding. Overall, Josephine County is able to maintain essential service in most programs. The County requires that most programs be self sustaining through fees, grants, contracts and other revenue that do not rely on property taxes or General Fund support. 47

56 General Fund & Public Safety Fund Balance General Fund Public Safety Millions $12 $10 $8 $6 $4 $2 $ Actual Actual Actual Actual Actual Actual Actual Budget Budget General Fund & Public Safety are put together to show the relationship between the two since these funds have the most discretionary funding. Discretionary, meaning the Board of County Commissioners decide the use the funds. There are still restricted revenue sources within each that must be used for the purpose they were received. And state mandated general government programs that must be supported. Public Safety Fund Balance: through was high due to O&C SRS Federal Funding : Used the prior year fund balance to maintain public safety as part of a 3 year public safety plan : Was a result of having the first year of severely reduced O&C SRS deposit from nearly 10 million down to under 5 million coupled with a vote of no funding for a tax levy by citizens. And to maintain a balanced budget, due to Oregon Budget Law, the county reduced the Public Safety departments staff by almost 60% : Saw slightly higher balances in General Fund due to Timber (Fire) Sales in Forestry, higher PILT (Payment in Lieu of Taxes), and Public Safety saw a higher balance to due to slightly higher O&C deposit ($200,000) and higher General Fund support, and higher Sheriff and DA grant funding to : Is budgeted to use the remaining fund balance in Public Safety to stop layoffs. There will be a supplemental budget shortly after this budget is adopted to reflect the 2 year extension of O&C SRS Funding. General Fund must maintain a steady balance to ensure financial solvency for the county : Budget reflects use of fund balance and current revenues to maintain services at current low levels. The end balance to begin the budget year next July 1st, 2017 shows close to $2 million dollars for Public Safety from federal timber sales. A reduction to public safety is likely if new revenue sources are not found : Is similar to budget with a slight decrease for Public Safety. 48

57 Millions $7 $6 $5 $4 $3 $2 $1 $ Actual Public Works Fund Balance Actual Actual Actual Actual Actual Actual Budget Budget Public Works' fund balance has reduced over time : Realized a drop in gas tax slightly and expended more in planned capital improvements & equipment : Expended more in planned Road & Bridge capital outlay to : remained steady : Was a deliberate move of fund balance over to Public Works Reserve for future planning of major capital expenditures. And Budgeted with anticipation of less Federal Forest reciept revenue : Public Works has a steady balance for operational needs : The fund balance will slightly increase due to final year deposit in prior year from SRS Forest Service. $100,000 Jail & Detention Fund Balance $ Actual Actual Actual Actual Actual Actual Actual Budget Budget : New Jail & Juvenile Detention Levy passed in May 2017 and this Fund was created for the purpose of that levy. It will be a major fund that will be tracked over time. This is it's first year. 49

58 $1,350,000 $1,200,000 $1,050,000 $900,000 $750,000 $600,000 $450,000 $300,000 $150,000 $ Community Corrections Fund Balance Actual Actual Actual Actual Actual Actual Actual Budget Budget Community Corrections has seen a steady fund balance up until with state funding changes to reduce state prison populations through : remained steady : Ended higher due to Justice Reinvestment Act (2 year deposit) to for more funding to Parole/Probation : Is budgeted to reduce slightly to implement new expanded programs for addictions and probation : Is budgeted slightly higher due to an increase in state grant funding : Community Corrections has a steady balance for operational needs : Budgeted slightly lower due to uncertainty of JRI funding. $750,000 $700,000 $650,000 $600,000 $550,000 $500,000 $450,000 $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $ Actual Mental Health Fund Balance Actual Actual Actual Actual Actual Actual Budget Budget Mental Health's fund balance is based on Grant funding. This fund is mostly a pass through fund to a non profit to operate Mental Health programs. The county does operate alcohol & drug planning and prevention with a staff of one to : steady fund balance to : received more state grant funding : Reduced fund balance as the prior year funds were passed through to local non profit entity : remained steady with prior year : are Budgeted slightly lower as Alcohol & Drug program supported a local non profit to begin a Sobering Center for Josephine County : Slight increase to reflect grant carryover to the next budget year : Decrease back to normal amounts at the end of a two year biennium state funding cycle : Increase due to increased in state funding and higher carryover from

59 General Fund

60 JOSEPHINE COUNTY, OREGON Table of Contents General Fund Fund Description... Budget Resources and Requirements... 1 Summary of Budgets Schedule A... 3 Program Descriptions and Budgets: Assessor... 4 Clerk... 7 Treasurer Surveyor Veterans General Government Emergency Management Forestry Community Development/Planning Court Facilities Fund Level Board of County Commissioners... 36

61 JOSEPHINE COUNTY General Fund Description The General Fund is the chief operating fund of the County. It is used to account for all financial resources except those required to be accounted for in other funds. General Fund includes four elected offices and three programs, referred to as Departments. Elected Offices include the County Assessor, County Treasurer, County Clerk, County Surveyor and Board of County Commissioners. Operational programs include Planning, Forestry and General Government. Emergency Management, Court Facilities and Veterans Service formerly were programs in other funds, but are now a part of the General Fund and Board of County Commissioners which were formerly part of the Internal Service Fund. Other departments which were formerly in the General Fund have been incorporated into other funds which may receive some funding from the General Fund as inter-fund transfers. This change provides more transparency concerning the cost of individual government programs by grouping similar services into one fund. The Sheriff s Office, District Attorney s Office and Juvenile Justice are now in the Public Safety Fund. Community Corrections, Public Health and Mental Health are now in individual funds. Major sources of revenue for the General Fund consist of property taxes and receipts from the sale of timber harvested on County owned forest lands. For several years, O&C/SRS timber revenues from the Federal Government had been the largest source of revenue for the General Fund. In FY O&C/SRS funds were budgeted to go directly to the Public Safety Fund. Expenditures in the General Fund are primarily the expenses of operating the eight departments in the fund and inter fund transfers to support other Funds. The largest of these support transfers goes to the Public Safety Fund. The adopted budget is in balance, which means that the budgeted requirements (expenditures and ending fund balance) are equal to the resources (beginning fund balance and revenues) that are estimated to be available during the budget year. In the pages that follow, a summary of the Fund (Resources and Requirements) is presented first, followed by sections for each department. The department is represented by a graph of expenditures for the proposed budget, the current year adopted budget, and the previous three years actual expenditures. The associated chart provides the same information in numerical values. Following the graph and chart is a narrative of the purpose of the program.

62 RESOURCES AND REQUIREMENTS GENERAL FUND (10) Historical Data Budget for Next Year Actual DESCRIPTION Approved by Adopted Budget Proposed By Adopted by Third Preceding Second Preceding First Preceding RESOURCES AND REQUIREMENTS Budget This Year Budget Officer Governing Body Committee Year Year Year RESOURCES $ 3,143,878 $ 5,127,880 $ 4,363,561 $ 4,120,000 Beginning Fund Balance $ 4,500,000 $ 4,600,000 $ 4,600,000 27,229 61,040 6,534 3,500 Beginning Fund Balance - Veterans Grants 1,600 1,600 1,600 3,479,962 3,691,335 3,908,332 3,825,000 Property Taxes - Current year 4,100,000 4,100,000 4,100, , , , ,000 Property Taxes - Prior years 155, , ,000 Revenues generated by departments: 320, , , ,000 Assessor 408, , , , , , ,000 Clerk 492, , , , , , ,000 Treasurer/Tax 154, , ,000 26,708 32,082 37,480 39,000 Surveyor 43,000 43,000 43, ,967 55,926 73,359 65,500 Veterans Service 73,700 73,700 73, General Government ,914 72,814 86,840 80,000 Emergency Management 85,000 85,000 85,000 2,464,501 1,187,785 1,151,365 1,031,000 Forestry 1,445,000 1,695,000 1,695, , , , ,500 Community Dev't ~ Planning 472, , , Board of County Commissioners - 2,000 2,000 Other Revenues: 40,873 51,093 60,686 35,500 Interest Income 38,700 38,700 38, , , , ,000 Payment in Lieu of Tax 725, , , , , , ,000 Solid Waste Fees 230, , ,000 77,315 76,741 76,200 80,000 Cigarette Taxes 80,000 80,000 80,000 18,732 18,912 19,360 19,000 Amusement Device Tax 8,000 8,000 8, , , , ,000 Franchise Fees 205, , , , , , ,000 OLCC Fine Reimbursement 388, , ,000 3,679 18,137 14,740 5,500 Miscellaneous 10,000 10,000 10, Miscellaneous - Sheriff Auction Proceeds Interfund Transfers: 35,000 20,000 20,000 80, Grant Projects Fund - ED for Planning 57,500 57,500 57,500 36,226 24,000 24,000 24, Grant Projects Fund - SRS 2008 for Forestry ,000 25, Grant Projects Fund - SRS 2008 for Emergency Mgt ,000 21, Building Safety Fund - Ordinance for Planning ,000 46, Insurance Fund - Ordinance for Planning 38,200 38,200 38, , Property Fund - Forestry Reserve $ 12,607,745 $ 13,386,583 $ 13,208,829 $ 12,744,000 TOTAL RESOURCES $ 13,710,000 $ 14,062,000 $ 14,062,000 1

63 Third Preceding Year Historical Data Actual Second Preceding Year First Preceding Year Adopted Budget This Year RESOURCES AND REQUIREMENTS GENERAL FUND (10) DESCRIPTION RESOURCES AND REQUIREMENTS Proposed By Budget Officer Budget for Next Year Approved by Budget Committee Adopted by Governing Body REQUIREMENTS Operating Expenditures: $ 1,065,884 $ 1,038,373 $ 1,105,718 $ 1,263,000 Assessor $ 1,287,000 $ 1,287,000 $ 1,287, , , , ,000 Clerk 593, , , , , , ,000 Treasurer/Tax 464, , ,000 58,776 67,293 64,565 80,000 Surveyor 87,000 87,000 87, , , , ,000 Veterans Service 243, , , , , , ,000 General Government 475, , , , , , ,800 Court Facilities 264, , , ,479 92, , ,000 Emergency Management 191, , ,000 1,004, , , ,000 Forestry 1,039,000 1,039,000 1,039, , , , ,000 Community Development / Planning 743, , , Board of County Commissioners - 535, ,500 Interfund Transfers: Public Works Fund - Radio Infrastructure Payback ,000 33,000 26,000 26, Public Works Special Programs Fund - Solid Waste 10,000 10,000 10,000 2,568,700 2,311,000 3,045,200 2,500, Public Safety Fund 2,500,000 2,500,000 2,500,000 1,100 1,100 1,100 1, Public Safety Fund - Radio Infrastucture Payback , , , , Public Health Fund - Administration / Clinic 150, , ,000 45,000 45,000 25,000 25, Public Health Fund - Solid Waste , Public Health Fund - Animal Control , , , , Internal Services Fund (ISF) 538, , ,400-5, Internal Services Fund (ISF) - GIS ,580, Property Reserve Fund - Forestry 400, , Property Reserve Fund - Emergency Mngt ,850 67, Property Reserve Fund - Solid Waste Kerby Landfill 67,000 67,000 67,000-15,000 50, , Equipment Reserve Fund - Assessor 175, , ,000-10, Equipment Reserve Fund - Treasurer ,000 75,000 1, Equipment Reserve Fund - Clerk 1,200 1,200 1, , Equipment Reserve Fund - Comm Dev/Planning - 3,000 3, Forestry Reserve Fund - 750, , ,027,500 Contingency 4,481,100 4,010,000 4,001,900 7,418,825 9,016,488 8,517,062 $ 12,744,000 TOTAL REQUIREMENTS $ 13,710,000 $ 14,062,000 $ 14,062,000 5,188,920 4,370,095 4,691,767 Ending Fund Balance $ 12,607,745 $ 13,386,583 $ 13,208,829 TOTAL ACTUAL *includes supplemental 2

64 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: General Fund (10) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net $ 399,000 $ 1,263,000 $ (864,000) Assessor $ 408,000 $ 1,287,000 $ (879,000) , ,000 (74,000) Clerk , ,800 (101,800) , ,000 (308,000) Treasury/Tax , ,000 (310,000) ,000 80,000 (41,000) Surveyor ,000 87,000 (44,000) , ,000 (151,000) Veterans Service , ,100 (167,800) ,000 (491,000) General Government ,000 (475,000) ,800 (247,800) Court Facilities ,100 (264,100) , ,000 (100,000) Emergency Management , ,000 (106,000) ,055, , ,000 Forestry ,695,000 1,039, , , ,000 (166,000) Community Dev't ~ Planning , ,000 (175,000) Board of County Commissioners , ,000 (533,000) ,790,000 $ 5,016,800 $ (2,226,800) Total for Fund $ 3,522,300 $ 5,922,000 $ (2,399,700) Fund Level 4,000,000 Fund Balance 4,600,000 3,825,000 Property Taxes - current 4,100, ,000 Property Taxes - prior years 155,000 1,620,000 Other Fees/Revenues 1,684, ,000 Transfer In-Forestry Reserve - 3,496,400 Transfers Out to Other Funds 4,127,000 3,000 Contingency-Veterans Grant 2,900 4,043,800 Contingency 4,010,100 $ 12,560,000 $ 12,560,000 $ - $ 14,062,000 $ 14,062,000 $ - 3

65 ASSESSOR to $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 FY FY FY FY FY FY FY FY FY FY Actua l Actua l Actua l Adopted Adopted Requirements Pers ona l Services $903,444 $883,183 $953,547 $1,038,600 $1,069,400 Supplies $7,055 $10,918 $8,105 $12,800 $17,000 Fees a nd Services $21,593 $12,986 $11,504 $60,500 $56,800 Tra ining a nd Tra vel $5,991 $4,375 $4,145 $12,700 $12,300 Fa cilities a nd Utilities $117,452 $116,086 $117,518 $126,400 $131,500 Other Expenditures $10,350 $10,825 $10,900 $12,000 $0 Total Requirements $1,065,884 $1,038,373 $1,105,718 $1,263,000 $1,287,000 Resources Fees a nd Cha rges for Services $48,800 $50,220 $61,364 $53,400 $45,000 Intergovernmental Revenues $271,818 $283,921 $277,564 $345,600 $363,000 Total Resources $320,618 $334,141 $338,928 $399,000 $408,000 FTE

66 ASSESSOR Purpose of Program The Assessor is responsible for the assessment of all taxable real and personal property within the county. The office maintains ownership records of all properties, exemptions and special assessments of specific properties, mailing addresses of all property owners and plat maps of the entire county. The office also reviews the taxing districts rates and levies and computes the tax bill of each property. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Public access through our interactive website, allowing taxpayers to look up public information from home and to acquire property tax education and forms pertinent to their property. A public computer terminal is also available at the Assessor s Office in the courthouse. Ongoing project to scan Assessor s Office records, increasing ease of access, which in turn, saves research time and allows for faster response time to inquiries. Utilize ORMAP grants to leverage our ability to update tax maps with the currently available software. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. The following outcomes relate to Budget Goal #2 in that they identify the bare minimum, core requirements of ORS chapters 305 through 321 which state more than 250 times, the "Assessor shall". Accurate appraisal of real property in accordance with OAR Complete assessment of all exception activity described in ORS Accurately process all special assessment qualification and disqualifications, property tax exemption and deferral applications. Accurately process all property tax returns. Maintain current successful rate of appeal defense while continuing to listen to public concerns and educate taxpayers on Oregon property tax law. Complete the annual ratio report and appraisal plan to meet the requirements of ORS , , and OAR and Maintain property records with all straightforward transfers as well as name and address changes processed within a week. Maintenance of all cadastral functions such that those taxpayers relying on changes to tax maps are able to conduct their business timely. Maintain accurate and current assessment and tax rolls and complete roll summary reports as required by ORS and Continuously review staffing in order to maintain adequate, qualified staff necessary to meet our mandated requirements. CAFFA supports about 20% of our budget. The requirements of an approved CAFFA grant focus in Appraisal and Assessment Administration. ORMAP and fees support approximately 10% of our budget. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. All non-confidential records are obtainable during normal Assessor s Office hours. Assessment values, maps, and forms are available online 24/7. The leveraging of technology has allowed us to manage ever-increasing real property accounts and greater complexity due to legislation, with less staff than we had in

67 ASSESSOR Key Performance Indicators: Service Levels Actual Estimated Budgeted Accounts 50,423 50,255 50,250 M5 Real Market Value $8,206,958,86 2 Taxable Assessed Value $6,946,450,74 7 $8,980,665,76 9 $7,203,378,00 2 $9,761,830,99 6 $7,474,945,35 3 Number of Real Property Deeds Processed Properties physically reappraised Properties with New Construction Exception 4,023 4,737 4,800 2,967 2,627 3,655 1,152 1,107 1,376 Assessor Review and Appeals Cartographic Property Changes Subdivisions, combinations, partition plats, annexations, etc. Process Personal Property Returns ,661 3,494 3,500 Process Veteran s Applications Other Special Assessments & Exemptions Processed Review Farm Income Reports Fiscal Year & Anticipated Accomplishments: Completed the assessment roll, certified $67,078,722 in taxes and assessments Reviewed and certified levies submitted by the various taxing districts Reviewed and changed values as necessary of commercial properties Inspected and valued new construction and other exceptions for the roll and updated values as necessary for the roll Continued digitization of cadastral tax maps and collection and calculation of control point data as part of the ongoing statewide ORMAP initiative Continued updating of approximately 1,200 Josephine County pdf tax maps for the statewide GIS system Continued to assist the public in all types of inquiries Completed sales ratio study and adjusted property values based on the findings of the study 6

68 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: General (10) Clerk Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 0.60 $ 2,500 $115,200 $ (112,700) Admin $ 2,500 $122,100 $ (119,600) , ,900 (236,400) , ,100 (250,600) , , ,300 Recording , , , ,400 (20,400) Board of Property Tax Appeals ,600 (21,600) 5.00 $ 531,000 $ 606,200 $ (75,200) Total for Fund 5.00 $ 492,000 $ 595,200 $ (103,200) 7

69 CLERK & RECORDER TO $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $324,353 $354,538 $325,037 $365,800 $393,700 Supplies $104,334 $97,912 $61,787 $108,500 $71,300 Fees and Services $55,675 $40,604 $34,452 $83,600 $78,900 Training and Travel $3,599 $3,890 $4,030 $4,500 $4,500 Facilities and Utilities $42,948 $43,218 $42,533 $42,600 $45,400 Interfund Transfers $0 $0 $0 $1,200 $1,200 Total Requirements $530,910 $540,162 $467,838 $606,200 $595,000 Resources Fees and Charges for Services $419,488 $419,718 $523,583 $455,500 $415,500 Intergovernmental Revenues $1,857 $1,836 $11,621 $10,500 $11,500 Other Revenues $83,141 $79,995 $96,881 $65,000 $65,000 Total Resources $504,485 $501,549 $632,086 $531,000 $492,000 FTE

70 CLERK & RECORDER Purpose of Programs Administration Oregon Statutes including but not limited to Chapters 92, 106, 198, 205 & Const. V 16 V16, 9 VII 15 To facilitate and support all functions and duties of the Clerk & Recorder's Office. Elections The County Clerk is the Chief Election Officer of the County, charged by statute with the conduct of Elections. This involves managing voter registration (received over the counter, by mail, from Dept. of Motor Vehicles, from on-line and registration drives) per the mandates of the National Voter Registration Act (NVRA) and the Help America Vote Act (HAVA), establishing precinct boundaries and working with the cities on property annexation changes and adjusting district boundaries according to redistricting requirements. The County Clerk also advises and administers the filing of initiative, referendum and recall petitions for proper forms and procedure per Oregon law and County Charter requirements. The County Clerk produces voters pamphlets for the electorate in conjunction with HAVA requirements of voter education. Recording The County Clerk is charged by statute with the recording, custodial retention and public availability of land records and other records allowed for recording by law. These include, but are not limited to deeds, mortgages, reconveyances, plats, subdivisions, powers of attorney, contracts, liens, Josephine County Tax Department Warrants and satisfactions, mining affidavits and other documents affecting the title to real property. The County Clerk s Office issues and records marriage licenses. The fees are apportioned to Clerk, State Domestic Violence fund and County Juvenile Mediation Service. The office processes passport applications per Federal laws. Board of Property Tax Appeals (BOPTA) Oregon Statutes including but not limited to Chapters 309. The County Clerk is the clerk to the Board of Property Tax Appeals, charged with appointing board members, accepting petitions, recording hearings and mailing orders, according to ORS and Department of Revenue directives. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Over the past few years, the County Clerk s Office has transitioned from a primary reliance on printed resources to electronic database resources as much as possible. Recording: We have two public computer terminals in our office which allow our customers to search our database at no charge. We also offer an online subscription service for our industry partners such as Title Companies, Banks, Mortgage Brokers, etc. Elections: We are continually looking for different ways to improve our website. We now have the vast majority of all forms used by local candidates and Political Action Committees (PACS) on our website in fillable PDF format. This means fewer trips to our office for our customers. We also post candidate lists, measure text, voters pamphlet, and other pertinent information regarding elections on our site. 9

71 CLERK & RECORDER Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Every service we provide in the Clerk & Recorder s Office is a mandated service with the exception of Passport Acceptance and Passport Photos. Public service computer stations allow customers to search our database. E-recording: We have three vendors allowing us to accept approx. 50% of all our recordings electronically. Enhanced website with fillable forms, instructions and information for elections and recording. Physically rearranged general office to reduce the amount of time needed to service our walk-in customers. Cross trained staff to insure that the vast majority of our customers can be served by any staff member. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. The Clerk & Recorder s Office will continue to operate in an open, transparent and professional manner. We deliver 90% of the documents / reports requested by the public within 2 business days. (Special requests may require slightly more time. Up to 5 business days.) Public computer stations allow unrestricted access to our public recording database. Public announcements / press releases solicit election observers prior to every election. Phone messages are gathered and returned within 24hours. The vast majority are returned on the same day. The County Clerk offers presentations on the election process, voter registration and a variety of other subjects pertaining to the Clerk s Office procedures to schools, service clubs, and political organizations. Service Levels Key Performance Indicators: Actual Expected Budgeted Recorded Instruments 17,201 17,300 17,500 Marriage Licenses Passport Applications ,700 1,700 Voter Reg. Processed 24,494 21,000 20,000 Fiscal Year & Anticipated Accomplishments: Conducted one Presidential Primary election by mail. Conducted one Presidential General election by mail. Assist candidates with all filings. Produced County Voters Pamphlets. Began implementation of OMV program (Oregon Motor Voter) Record official records, plats and subdivisions. Provide miscellaneous record services. Converted recording data to imaging to provide increased customer access and retrieval. Uploaded our digital images to an FTP site in order to enhance our service to the title industry. 10

72 TREASURY to $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 ($100,000) FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Pers onal Services $296,005 $288,536 $302,336 $304,500 $315,600 Supplies $32,102 $38,134 $39,991 $43,900 $41,600 Fees and Services $10,545 $117,324 $117,324 $91,900 $85,700 Training and Travel $1,821 $1,910 $2,543 $3,400 $3,500 Facilities and Utilities $16,196 $15,363 $15,411 $16,200 $17,500 Other Expenditures $0 $0 -$32 $100 $100 Total Requirements $356,668 $461,267 $477,573 $460,000 $464,000 Resources Fees and Charges for Services $67,340 $111,939 $54,187 $19,500 $19,000 Intergovernmental Revenues $92,321 $70,823 $68,765 $71,000 $75,000 Other Revenues $0 $0 $0 $61,500 $60,000 Total Resources $159,661 $182,762 $122,952 $152,000 $154,000 FTE

73 TREASURY Purpose of Program The Treasury Division acts as the County bank and is responsible for the collection, distribution and investment of monies for all Josephine County Funds and Treasurer's trust and agency funds, including taxing districts funds, with emphasis on compliance, protection of principal, liquidity and maximum investment returns. The Tax Division collects all taxes assessed on real and personal property in Josephine County, for the benefit of all taxing districts. Within the constraints of Oregon law and available resources, departmental activities emphasized are those that best benefit taxing districts and taxpayers. Mandated Activities - Treasury Receipt and account for all monies received by Josephine County. ORS et seq. Maintain Bank accounts and make payment of County "orders". ORS Maintain accounting of cash in all funds in Treasury. ORS Invest surplus funds in approved manner. High of $45,639,000. ORS et seq. Distribution of payments to taxing districts. Excess of $63,339,000. ORS Annual and monthly reports to County Board and Taxing Districts. ORS , Maintain Treasurer's records archives. ORS et seq., OAR et seq Maintain bond reserve accounts and remit payments to fiscal agent. ORS Distribute payments received from: Federal Forest Receipts. ORS Sale of tax foreclosed property. ORS County Assessment and Taxation Fund collections. ORS Abandoned Property Sales. ORS County School Fund. ORS Mandated Activities - Tax Division Prepare and maintain the tax roll database of 50,627 accounts. ORS et seq. Send tax bills and collect payments ORS et seq. Deposit tax collections with County Treasurer ORS et seq. Manage collection of delinquent taxes ORS et seq., ORS et seq. Prepare annual statements and other reports ORS , et seq. Manage foreclosure process et seq. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Tax payments may be paid by credit or debit card online. A public computer is available in the Treasury lobby to make online payments. Taxpayer contact and education is initiated for delinquent property owners. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Treasury has implemented many electronic efficiencies to maintain the mandated activities listed above in Mandated Activities for Treasury and Tax Division. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. All public records are available during normal Treasury business hours. All research requests are fulfilled in a timely manner. Information and statistics relating to foreclosure are published on the Treasury website. 12

74 TREASURY Key Performance Indicators: Service Levels Actual Estimated Budgeted Total Disbursements $114,230,065 $127,000,000 $127,000,000 Average Portfolio $31,428,104 $29,000,000 $30,000,000 Interest Earnings Receipted $189,454 $400,000 $800,000 Checks Processed 9,055 8,000 8,000 Property Taxes Collected $63,338,944 $39,100,000 $42,096,000 Distributions to Taxing Entities $63,338,944 $37,000,000 $39,000,000 Delinquent Notices Mailed 3,254 5,100 5,200 Active Bankruptcies (Average) Register Receipts Issued 33,526 36,100 37,000 Lockbox Payments Processed 13,685 19,000 19,200 Fees Generated - General Fund $123,371 $16,000 $10,800 Refunds Processed/Issued Refunds Issued $278,060 $250,000 $260,000 Refunds issued (with-in): Over-Assessed accounts 2 weeks 2 weeks 2 weeks Simple overpayments (after check clears) 1 week 1 week 1 week Duplicate Payments (after payers agreement) 1 week 1 week 1 week Foreclosed Properties Deeded Fiscal Year & Anticipated Accomplishments: The Treasurer's investment returns have consistently exceeded the 90 day US Treasury Bill and since February 2008 have exceeded the Oregon State Treasury Local Government Investment Pool returns. Statistics show that less than 0.4% (four tenths of one percent) of property taxes levied remains unpaid 4 years after the original levy. Foreclosures have been minimized because of the department's taxpayer contact activities. 13

75 SURVEYOR to $100,000 $90,000 $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Pers onal Services $50,547 $59,192 $55,891 $67,700 $71,000 Supplies $1,758 $1,902 $2,139 $3,400 $4,600 Fees and Services $1,771 $1,500 $1,500 $3,600 $3,200 Training and Travel $0 $0 $0 $600 $700 Facilities and Utilities $4,700 $4,700 $5,000 $4,700 $7,500 Total Requirements $58,776 $67,293 $64,565 $80,000 $87,000 Resources Fees and Charges for Services $24,770 $30,681 $36,433 $37,000 $41,000 Other Revenues $1,939 $1,401 $1,047 $2,000 $2,000 Total Resources $26,708 $32,082 $37,480 $39,000 $43,000 FTE

76 SURVEYOR Purpose of Program The main purpose of the Surveyor's Office is to store and provide access to land surveys and corner records, land measurement data, and property line/boundary information for both private individuals and public agencies for Josephine County. These records provide information pertaining to real property, its boundaries and measurement thereof, which will assist in the determination or reestablishment of property boundaries and corners, and other areas of land measurement. These records date from the mid-1850 s to the present. The County Surveyor is responsible for the review and checking of all plats and maps as submitted for recording or filing for Josephine County and the City of Cave Junction, and for the filing of all maps or plats of surveys within the entirety of Josephine County. Once plats and maps are submitted, our office processes them for filing, distribution, storage and future access. Applicable Statutes and Administrative Rules: County Surveyor general duties: ORS , , Archiving & storage requirements: ORS & ; OAR Budget Goal #1- Improve community outreach and communication to the public by investing in technology that will improve efficiencies within County Departments and provide enhanced services to citizens. The land and its records, especially those pertaining to property boundaries, are essential to many departments, agencies (public & private) and private individuals. We store copies and original maps of boundary surveys, property line adjustments, partition plats, subdivision plats, condominium plats and cemetery plats, together with records of homestead exemptions, donation land claims, mining claims, railroads, roads and rights of way pertaining to Josephine County. We also store other pertinent documents associated with these maps and records. We often attend local organizational meetings/gatherings to encourage and promote interest in our office and the records within. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Our department's funding is primarily accomplished through our over-the-counter sales of maps and other documents, and through fees charged for our services. We also receive general fund monies for our department. Our department has a longstanding history of making cuts and minimizing our expenses over the past several years, even to the point where the County Surveyor position itself, although an elected position, is not full-time. We often utilize the volunteer services of individuals through our Community Corrections Department who need to "work off" community service hours doing routine office duties. When available, we have also used volunteers to help as well. We have these and other creative methods to maintain our current service levels while at low FTE levels. We are working diligently to offer some of our records "on line," thereby freeing up personnel to manage and perform other tasks. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Our department's records are available to the public and we encourage them to visit our office to research, review, and examine the public documents we have stored and available. We will assist both the general public and other departments and agencies in searching for and locating documents pertinent to their needs, and our staff strives to go beyond 100% in helping these individuals with their endeavor. 15

77 Service Levels SURVEYOR Key Performance Indicators: Actual Expected Budgeted Surveys Filed Partitions Filed Subdivisions Filed Walk In/Calls per Year 1,000 1,200 1,500 Fiscal Year & Anticipated Accomplishments: Have Plats checked within a week of receipt of the plat Successfully scanned 1500 maps and 1000 aerials into an archival system. Worked with Bureau of Land Management to establish a geographic coordinated database. Working with Public Works, Planning, Forestry, and Assessors Office to add aerial maps to our database and to store and maintain all aerials of our county in one location for easier public use. With temporary support, we were able to increase Corner Restoration to 10 rather than 5 the year prior and hope to add a position to continue Corner restorations. 16

78 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: General Fund (10) Veteran Services Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net , ,500 (154,000) Veterans Service , ,400 (170,700) - 6,500 6,500 - Veterans Music Program , ,000 $ 223,000 $ (154,000) Total for Fund 3.20 $ 75,300 $ 246,000 $ (170,700) 17

79 VETERAN SERVICE OFFICE to $250,000 $200,000 $150,000 $100,000 $50,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $132,812 $172,222 $170,880 $189,000 $209,800 Supplies $9,237 $8,676 $7,579 $9,200 $7,700 Fees and Services $6,471 $13,740 $7,238 $6,400 $6,100 Training and Travel $1,871 $6,991 $6,991 $4,600 $6,300 Facilities and Utilities $11,904 $13,864 $14,221 $10,800 $13,200 Total Requirements $162,296 $215,494 $206,909 $220,000 $243,100 Resources Intergovernmental Revenues $132,717 $55,173 $73,181 $65,000 $73,200 Other Revenues $250 $753 $178 $500 $500 Total Resources $132,967 $55,926 $73,359 $65,500 $73,700 FTE

80 VETERAN SERVICE OFFICE Purpose of Programs Veteran s Services and Outreach The purpose of the County Veteran Service Office is to prepare, present and prosecute claims before the department of Veterans Affairs, under laws pertaining to veterans, on behalf of the veteran community in our jurisdiction. This program, in essence, supports the roughly 12,000 veterans living in our area by providing competent accredited representation and a myriad of secondary services important for the health and well-being of our local Veteran's and their families. Veteran Music Outreach The Veteran Music Outreach Program was established in February The idea was to provide a platform where combat veterans can utilize the music medium as a means to alleviate some of the stressors of reintegration through shared talent and instruction. Our data shows 5-9 veterans have attended the group consistently from its conception. The standard feedback from the veteran; I always feel better when I leave than when I walked in. An unexpected outcome is the peer mentoring aspect naturally happening during sessions. This outreach provides and arena where our most honored veterans can commune with peers in a positive productive environment. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Josephine County VSO has an extensive outreach program. We take our show on the road-reaching clients in sometimes very remote areas of the region. Due to the receipt of a competitive grant in 2014, which supported increased outreach efforts we established mobile office technology, which bolsters out existing program allowing us to infuse our program fully in the community, which harmonizes with budget goal #1 and #3. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Continued involvement with the Oregon County Veteran Service Officers Association, Oregon Department of Veteran and the Oregon Legislative Assembly helps to assure dedicated pass through funding continues to support our operation. Keeping abreast of competitive grant funding opportunities we are being proactive in the sustainability of our program. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Our program provides quality service in an open and efficient manner to our Veterans. The VSO directly aligns with Josephine County core values making people, community, partnerships, service and integrity top priorities in our daily tasks as public servants. 19

81 VETERAN SERVICE OFFICE Key Performance Indicators: Service Levels Actual Estimated Budgeted Federal Dollars to Veterans in Josephine County $2,078,923 $2,256,559 $2,500,000 Clients assisted in Office Clients assisted in Field Claims Developed to BVA level Veterans Enrolled in Healthcare Veterans Enrolled in Education Calls Handled 4,007 3,279 4,000 Fiscal Year & Anticipated Accomplishments: Certified another VSO to handle more claims for veterans. National Achievement Award from the National Association of Counties for work in suicide prevention using music as a medium. Successfully added more music outreach performances for veterans. Held first Women Veterans Appreciation forum coupled with State in house training for Southern Oregon stakeholders. Anticipate processing more claims than prior year resulting in additional federal benefits to Josephine County Veterans. Strategically position the office to handle increasing demands on outreach, health, education, comprehensive benefit presentation and employment. Develop and fortify a team of accredited VSO s and support staff in this new biennium.. 20

82 GENERAL GOVERNMENT to $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $65,757 $98,910 $67,851 $82,000 $82,000 Fees and Services $154,527 $294,722 $535,764 $394,000 $368,000 Training and Travel $8,706 $12,452 $8,299 $12,000 $22,000 Other Expenditures $0 $1,850 $1,455 $3,000 $3,000 Total Requirements $228,990 $407,933 $613,369 $491,000 $475,000 Resources Total Resources $0 $0 $0 $0 $0 FTE

83 GENERAL GOVERNMENT Purpose of Program General Government is for budgeting County-Wide costs such as the annual audit, legal notices, for budget and other hearings, insurance, postage & shipping, etc. Costs are attributed to this budget by the Board's office when the costs do not benefit a specific program. 22

84 EMERGENCY MANAGEMENT to $250,000 $200,000 $150,000 $100,000 $50,000 $0 FY FY FY FY FY FY FY FY FY FY Actua l Actua l Actua l Adopted Adopted Requirements Pers ona l Servi ces $81,353 $50,721 $96,777 $98,600 $108,400 Suppl i es $11,234 $26,322 $14,873 $12,600 $12,700 Fees a nd Servi ces $19,633 $10,817 $25,345 $37,600 $37,600 Tra i ni ng a nd Tra vel $7,421 $899 $588 $4,100 $4,100 Facilities and Utilities $4,837 $3,338 $5,981 $27,100 $28,200 Other Expenditures $9 $0 $0 $0 $0 Total Requirements $124,488 $92,098 $143,564 $180,000 $191,000 Resources Intergovernmenta l Revenues $96,506 $71,314 $80,312 $80,000 $85,000 Other Revenues $409 $1,500 $6,528 $0 $0 Total Resources $96,914 $72,814 $86,840 $80,000 $85,000 FTE

85 EMERGENCY MANAGEMENT Purpose of Program Emergency Management is responsible for coordinating activities related to county-wide planning, mitigation, response, and recovery from natural and man-made disasters. Responsible for coordination of writing and updating multiple emergency operations plans and annexes. Operations of the County Emergency Operations Center during an event, training and exercising staff in non-emergency times. Administer multiple grants and ensure compliance with those grants, including securing future funding sources through the Emergency Management Performance Grant. This program coordinates with local, regional, state and Federal partners as well as the community for emergency preparedness, response and recovery. Mandates: OAR the County shall designate an Emergency Management Agency ORS Emergency Response Planning ORS Hazardous material emergency response ORS Cost of responding to an emergency; responsibilities; billing; recovery OAR Participation of local government in the Emergency Management Assistance Program through FEMA Budget Goal #1 - Improve community outreach and communication to the public by improving efficiencies within County Departments and provide enhanced service to citizens. Community outreach is critically important when it comes to Emergency Management. This is fostered through offering classes, forums and information to volunteers as well as opportunities for citizens and employees to better understand the hazards we face and then have the knowledge and tools to take preparedness actions. Before, during and after events, Emergency Management uses websites and social media to communicate information to the public. Citizen Alert, the County s emergency notification system, notifies citizens of emergency protective measures they need to take during disasters such as wildfires. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. The Emergency Management Performance Grant (EMPG) is a FEMA grant sent through the State, then Oregon Emergency Management determines the amounts each County is eligible for based on an equation applied to each Oregon County. The EMPG grant provides financial support to the local government in a 50% match with general fund dollars. With General Fund support we are now able to receive more EMPG grant funding. This is more in line with other Counties across the State of Oregon as a more stable funding model. This fiscal year, Emergency Management will facilitate the development of a Countywide Continuity of Operation (COOP) plan. This plan helps the County continue to provide essential services during a wide range of emergencies. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. We have been very successful in providing community information through social media sites, County webpage, doing outreach with a wide variety of groups and organizations. We strive to put not only our best foot forward for our program but as a representative for Local Government. During any incident we reach out to regional media, partner with other County agencies to have one voice and be flexible to change course if what we are providing is not working. 24

86 EMERGENCY MANAGEMENT Key Performance Indicators: Service Levels Actual Estimated Budgeted Participated/Coordinated Emergency Trainings/Exercises/outreach Agencies Coordinated With Emergencies Responded To Fiscal Year & Anticipated Accomplishments: Managed Emergency Management Performance Grant Revamped and took over management of the Firewise Program Updated Rogue Valley Integrated Community Wildfire Protection Plan Updated Natural Hazard Mitigation Plan Updated County Emergency Operations Plan Began working on Cascadia Response Plan (catastrophic event response plan) Conducted Southern Oregon Firewise Expo (very large regional demonstration event) Responded to and then began the recovery process for two disasters (Dec and Jan 7-18) Managed Emergency Management Performance Grant Overhauled the County Emergency Operations Center (EOC) Established a process for coordination of emergency public information during disasters Implemented the County s emergency notification system Established a regional response group for mapping (GIS) during initial phases of incidents Helped plan and execute a multi-state disaster exercise 25

87 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: General Fund (10) Forestry Department Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 1.05 $ 52,000 $ 298,200 $ (246,200) Administration $ 54,000 $ 291,100 $ (237,100) ,003, , ,200 Timber Mngt ,641, ,100 1,258, ,000 (190,000) Reforestation ,800 (365,800) ,055,000 $ 839,000 $ 216,000 Total for Fund 5.80 $ 1,695,000 $ 1,039,000 $ 656,000 26

88 FORESTRY to $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $590,705 $611,522 $582,249 $500,700 $525,600 Supplies $117,829 $46,016 $34,355 $72,100 $82,900 Fees and Services $118,636 $12,616 $20,381 $51,000 $215,800 Training and Travel $116 $0 $726 $800 $1,000 Facilities and Utilities $71,208 $59,530 $66,037 $69,400 $68,700 Other Expenditures $105,558 $116,866 $130,026 $145,000 $145,000 Total Requirements $1,004,053 $846,551 $833,772 $839,000 $1,039,000 Resources Fees and Charges for Services $2,323,487 $1,161,558 $1,147,666 $1,029,800 $1,694,000 Intergovernmental Revenues $141,014 $15,063 $3,700 $0 $0 Interfund Transfers IN $24,000 $24,000 $0 Other Revenues $0 $11,163 $0 $1,200 $1,000 Total Resources $2,464,501 $1,187,785 $1,175,365 $1,055,000 $1,695,000 FTE

89 FORESTRY Purpose of Program The Forestry Department is responsible for the management of natural resources located on the County's approximately 30,000 acre forest land. The forestry department continues to manage rehabilitation/reforestation efforts of the 2,600 acres of the County land after a fire, using the proceeds from the salvage logging operations. The timber resources are managed on a sustained yield basis and in accordance with the Oregon Forest Practices Act. Proceeds from timber sales are deposited into the County's General Fund. After harvests occur, areas are reforested and cared for to ensure timber for the future generations. Other resources include firewood sales, poles, rock/mineral extraction, and cell tower sites. Timber - Purpose of Program The Timber Program utilizes 3.6 FTE's to manage the timber resources on Josephine County's 30,000 acre forest for planning, conducting field work, developing contracts, administering and auctioning of timber sales. The Timber program ensures that State and Federal regulations concerning the environment are complied with through training and conducting endangered wildlife/plant surveys. The receipts from timber sales, firewood sales to the general public and small commercial operators are deposited into the General Fund. Reforestation - Purpose of Program The Reforestation program focuses on planting, enhancing growth and health of young trees by utilizing its workforce to accomplish planting seedlings and with brush control and/or thinning, collect cones from Rust (disease) Resistant Sugar Pine trees and Douglas-fir seeds to replenish and maintain seed inventories and provide tree and orchard maintenance for future reforestation needs. Budget Goal #1 - Improve community outreach and communication to the public by improving efficiencies within County Departments and provide enhanced services to citizens. The Forestry Department's main outreach program is the Annual Youth Tree Plant. For the past 28 years, County forestry and 50 volunteers have given approximately 1,000 kids per year the opportunity to plant tree seedlings and learn about the environment in a forest setting. County lands and staff are also involved with the OSU Extension Service to provide a resource for small woodland owners. Foresters are also available for over the counter advice for forestry related issues. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Since the timber on the County forest lands are being harvested on a sustained yield basis, the Forestry Department can not only provide revenue to support itself but also the proceeds that exceed budget requirements are deposited into the General Fund. Additional long term funding sources includes cell tower leases and firewood permits. Budget Goal #3 - Provide access to County services to the citizens of Josephine County government programs. Contracts for timber sales are sold through a competitive bids process in a public forum and harvest areas are reviewed by the Oregon Department of Forestry for compliance to the Oregon Forest Practices Act. Forest and mineral management plans are reviewed through citizens advisory boards. 28

90 FORESTRY Key Performance Indicators: Service Levels Timber Sale Revenues Timber Volume Sold Volume of Allowable Sale Quantity Timber Volume Harvested in Year Number of Acres in Sales Salvage Timber Volume Harvested Number of Firewood Cords Issued Actual $853,000 6,344 mbf 7,200 mbf 885 acres 8 sales 47.5 mbf 286 cords Expected $953,300 6,200 mbf 7,200 mbf 559 acres 4 sales 50 mbf 371cords Budgeted $1,387,660 6,500 mbf 7,200 mbf 600 acres 4 sales 0 mbf 180 cords Fiscal Year & Anticipated Accomplishments: Prepared timber sales for harvest Continued to issue firewood permits Constructed and maintained forest roads as needed Surveyed property lines and corners Updated forest inventory Endangered species surveys Continue to replant and monitor regrowth in burnt timber and harvested areas Continued community outreach through Youth Tree Plant 29

91 COMMUNITY DEVELOPMENT ~ PLANNING to $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Atual Adopted Adopted Requirements Personal Services $285,237 $352,660 $485,253 $564,900 $650,400 Supplies $5,098 $5,172 $7,703 $9,200 $8,700 Fees and Services $42,780 $12,877 $19,494 $15,000 $38,700 Training and Travel $1,402 $160 $283 $3,000 $5,700 Facilities and Utilities $34,753 $33,998 $36,927 $38,900 $39,500 Other Expenditures $0 $50 $25 $0 Total Requirements $369,269 $404,917 $549,686 $631,000 $743,000 Resources Fees and Charges for Services $313,935 $305,503 $385,049 $319,500 $472,300 Intergovernmental Revenues $25,667 $17,100 $0 $0 $0 Interfund Transfer IN $80,000 $145,500 $95,700 Other Revenues $922 $422 $0 $0 $0 Total Resources $340,523 $323,024 $465,049 $465,000 $568,000 FTE

92 COMMUNITY DEVELOPMENT ~ PLANNING Purpose of Program The State of Oregon has mandated counties in the state have planning and zoning programs. This mandate, found in ORS Ch. 215, not only requires a planning and zoning program, but mandates other regulatory and land use laws that counties must enforce on behalf of the state. The Oregon Department of Land Conservation and Development serves as the oversight agency for the program and provides guidance for counties. In Josephine County, the planning and zoning program lies within the Community Development Department a department that has a Planning Division, Building Safety Division, includes a code enforcement arm, and has an economic development program. The Planning Division conducts reviews of land use proposals and issues land use permits under the authority of the Josephine County Rural Land Development Code (RLDC). Aside from planning, and helping individuals meet building safety regulations, code enforcement is a large part of the program. The enforcement program aims to help landowners be compliant with codes. The Code Enforcement Administrator enforces both the RLDC and the Oregon Specialty Codes, with guidance from the Building Official. The economic development program is funded by state lottery dollars; and strives to retain all existing businesses, bring family and high paying jobs to the county, and increase capital investment in Josephine County. Budget Goal #1 - Provide community outreach and communication to the public in the most efficient manner and provide enhanced service to citizens by: The comprehensive planning program requires a public involvement element. Public notices are given on many land uses processes to encourage agency and public participation. The county s Rural Planning Commission serves as the county s Citizen Involvement Committee. They hold public hearings, and hold public meetings on matters such as subdivisions. They allow all public in attendance that wants to speak an opportunity to comment on the proposals before them. The text amendment process is prescribed by law; and usually requires not just a hearing before the Planning Commission, but the Board of Commissioners as well. By holding two separate public hearings, there is an added opportunity for public involvement. Code enforcement is complaint driven. Every complaint filed with the department is investigated. The Code Enforcement Administrator works with complainants and landowners to resolve the infractions. In an attempt to make the public s permit application process easier, and provide the ability for the user to track where their application is in the review process, the Department will be implementing an online permitting software program in the coming year. Department policies require planning staff to return all phone calls within 24 hours. All codes, and program elements, are based on plans that were publicly created or surveys with high response rates. Examples of plans and surveys include the Comprehensive Plan, Rural Land Development Code, Joint Economic Development Strategic Plan, Chamber of Commerce Business Retention and Expansion Survey, and the SOREDI Strategic Plan. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County programs by: Fees are established to cover the costs of services. While some fees are lower and don t represent the time involved, they are established as such to encourage development and code compliance. Since fees cannot statutorily exceed the cost of service, and many planning functions do not have a fee associated with them, some general fund support is required. A citation ordinance is desired to cover a portion of the expenses of the code enforcement program. The economic development has proposed industrial park infrastructure to help the Illinois Valley Airport become more sustainable. Economic development is working with the Fairgrounds to find sustainable solutions for maintenance. Both Planning & Economic Development work together to increase tourism opportunities & other development that help increase the monies revolving in the community, and increase the tax base as well. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and efficient manner by: The proposed online permitting software will substantially improve efficiency in the permitting process. Scanning all documents (FY and ) will allow all property files to be accessed electronically, thereby increasing efficiency, accuracy and access. An updated County and Department policy on access to public records will ensure the public can review documents in a timely fashion and be treated consistently. 31

93 COMMUNITY DEVELOPMENT ~ PLANNING Key Performance Indicators: Service Levels ACTUAL EXPECTED BUDGETED Total Applications 1614 ($379,752) ($432,891) ($464,299) Development Permits Land Use Information Requests New Addresses Final Plats Land Use Complaints (Calendar Year) Annual Violation Cases Opened (167 as of 4/1/17) Total Open Total Closed (657 as of 4/1/17) 118 Fiscal Year & Anticipated Accomplishments: Consolidated the Building and Safety Department with the Planning Department to create a new department, the Community Development Department. Reviewed existing plans and surveys to best determine public level of satisfaction or dissatisfaction with services, and, implemented changes accordingly. Proposed amendments to the RLDC for the marijuana industry and associated code needs. Draft rules proposed for the Farm and Forest zones. Initiated online permitting software to go live fall of Began scanning five decades of property files so all property records can be accessed electronically and in one place. Gained public confidence by aggressively enforcing county code violations. Violation files opened since program was restructured in August 2016 resulted in a 93% increase in response/case rate. Closed 14 cases (since August 2016) that were filed with the Legal Department. 32

94 COURT FACILITIES to $270,000 $260,000 $250,000 $240,000 $230,000 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Facilities and Utilities $245,600 $245,600 $245,600 $247,800 $264,100 Total Requirements $245,600 $245,600 $245,600 $247,800 $264,100 Purpose of Program As required under ORS 1.185, which states: County to provide courtrooms, offices and jury rooms. (1) The county in which a circuit court is located or (a) Provide suitable and sufficient courtrooms, offices and jury rooms for the court, the judges, other officers and employees of the court and juries in attendance upon the court, and provide maintenance and utilities for those courtrooms, offices and jury rooms. (b) Pay expenses of the court in the county other than those expenses required by law to be paid by the state. (2) Except as provided in subsection (1) of this section, all supplies, materials, equipment and other property necessary for the operation of the circuit courts shall be provided by the state under ORS

95 GENERAL FUND FUND LEVEL to $5,000,000 $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Interfund Trans fers $3,271,900 $4,696,800 $3,847,750 $3,496,400 $3,840,700 Total Requirements $3,271,900 $4,696,800 $3,847,750 $3,496,400 $3,840,700 Resources Taxes $3,616,453 $3,830,701 $4,062,065 $3,970,000 $4,255,000 Fees and Charges for Services $399,196 $388,464 $411,418 $405,000 $435,000 Intergovernmental Revenues $1,168,834 $1,150,185 $1,297,386 $1,174,000 $1,201,000 Interfund Trans fers IN $161,226 $69,000 $0 $349,500 $0 Other Revenues $44,552 $69,230 $61,012 $41,000 $48,700 Total Resources $5,390,261 $5,507,580 $5,831,880 $5,939,500 $5,939,700 FTE

96 GENERAL FUND FUND LEVEL Purpose of Program General Fund Fund Level accounts for those resources and requirements that are not associated directly with the operations and activities of a department. Major resources include local property taxes, federal and state tax distributions, and franchise fees. Major requirements include transfers to other operating funds within the county. 35

97 BOARD OF COUNTY COMMISSIONERS to $560,000 $540,000 $520,000 $500,000 $480,000 $460,000 $440,000 $420,000 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Pers onal Servi ces $467,896 $484,413 $510,795 $526,800 $520,100 Suppl i es $5,475 $8,365 $5,729 $9,000 $9,000 Fees and Servi ces $71 $154 $70 $200 $200 Trai ni ng and Travel $58 $0 $30 $0 $0 Facilities and Utilities $9,105 $8,280 $5,082 $4,500 $5,200 Other Expenditures $294 $0 $0 $500 $500 Total Requirements $482,899 $501,212 $521,706 $541,000 $535,000 Resources Fees and Charges for Servi ces $1,150 $2,773 $709 $2,000 $2,000 Other Revenues $50 $0 $0 $0 $0 Total Resources $1,200 $2,773 $709 $2,000 $2,000 FTE

98 BOARD OF COUNTY COMMISSIONERS Purpose of Program Josephine County is governed by three elected County Commissioners. The Board of County Commissioners (BCC) serves as the executive legislative branch of the County and perform quasi judicial functions. The BCC are responsible for the planning, formation and implementation of the annual budget. The BCC serve on a number of federal, state and local mandated governmental panels, boards and commissions with fiscal duties and authority over other public monies. The BCC also represent the citizens of Josephine County by performing ceremonial leadership functions. The BCC initiates citizen involvement in county government by creating opportunities for citizens to serve and provide valuable input in the formation of public policy and improving the quality of life in Josephine County. Executive Functions Commissioners are responsible for the daily operation of over 20 County departments. Commissioners set goals, establish priorities, supervise the managers of County services and ensure compliance with regulations of the government. The Commissioners are responsible for the budgetary and financial oversight of all County operations. Legislative Functions Commissioners are responsible for passage of local laws, which regulate and govern the procedures of government in relation the public. The Board conducts hearings, receives public comment, staff reports and legislation for the County (ordinances). The Commissioners pass resolutions that support or define goals of the County and assist in the shaping of public policy. Judicial Functions The Board performs quasi judicial functions by carrying out hearings and making judgments in matters such as land use issues and administrative hearings. Ceremonial Functions The County Commissioners represent the citizens of Josephine County at numerous community events. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The Board has upgraded their computer systems to better utilize technology, save staff time, and go paperless to save resources and money. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. The Board has met with members and groups within the community in an effort to better ascertain what services are a priority for our citizens that need to be funded and at what level. They have met with State and Federal officials in an effort to improve the quality of programs to better reflect needs of the community, to maintain current funding, and find more. Board staff seek grants to provide funding for county projects Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. The Board is investing in a website upgrade to better serve the public county wide and have encouraged all departments to make as much information as possible available on the web. The Board and their staff work hard to ensure all meetings are recorded and posted to the website in a timely matter for all to hear. Minutes are reviewed and approved on a regular basis and are posted on the website. Documents that the Board is reviewing are posted on the web for the public to see and comment on. All meetings are noticed appropriately both on the website and outside the Commissioners office. In an effort to streamline the processes of the office, staff converts all paperwork to a digital format for records and distribution, saving time and increasing efficiency. 37

99 BOARD OF COUNTY COMMISSIONERS Key Performance Indicators: Service Levels Actual Estimated Budgeted Board Meetings w/departments Board Meetings w/citizens Phone Calls 13,915 13,954 14,000 Room 157/Anne Basker Scheduling Contracts/Grants Signed Orders Resolutions Fiscal Year & Anticipated Accomplishments: Continue to provide a wide range of services to the community. Explore new ideas and alternative funding possibilities to provide stable funding for local government. Explore new ways to provide information on local government to the public. Encourage public participation in local government. Build and strengthen the community with positive leadership and vision. Provide County programs with an emphasis on public service and commitment. Reorganize and redefine departmental duties and services with an emphasis on efficiency and public service. Explore alternative funding possibilities to provide secure funding for County government. Monitor and evaluate State and Federal legislation and proposals to assure that our county's interest is advanced. 38

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101 Public Works Fund

102 JOSEPHINE COUNTY, OREGON Table of Contents Public Works Fund Fund Description Budget Resources and Requirements... 1 Program Descriptions/Budget Goals... 3 Accomplishments

103 JOSEPHINE COUNTY Public Works Fund Description The Public Works Fund was formed effective July 1, It includes several programs that had previously been in the Property Services Fund, which has been discontinued. The Roads and Bridges program, operated by the Public Works Division, is by far the largest component. The North Valley Industrial Park and the Solid Waste Disposal Site programs were placed in the Public Works Special Programs fund in order to provide greater transparency of revenues and expenditures for those programs. The major source of revenue for the Public Works Fund is motor vehicle fuel taxes apportioned from the State. In addition, cash carried over from the prior year (Beginning Fund Balance) is a major resource for this fund. Expenditures in the fund are primarily the expenses of operating the Roads and Bridges program. The Public Works Fund has also budgeted inter-fund transfers to the Property Reserve and Equipment Reserve Funds. The planned use of these funds is described in the Capital Projects section of this book. The Contingency budget amount is intended as a carryover to the following fiscal year. The adopted budget is in balance, which means that the budgeted requirements (expenditures and ending fund balance) are equal to the resources (beginning fund balance and revenues) that are estimated to be available during the budget year. In the pages that follow, a summary of the Fund (Resources and Requirements) is presented first, followed by sections for the department. The department is represented by a graph of expenditures for the proposed budget, the current year adopted budget, and the previous three years actual expenditures. The associated chart provides the same information in numerical values. Following the graph and chart is a narrative of the purpose of the program.

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105 15 FORM LB 10 Historical Data Actual SPECIAL FUND RESOURCES AND REQUIREMENTS Public Works Fund Org Unit or Prog & Activity Object Classification 16 $3,765,331 $3,760,292 $3,752,611 $4,085,600 Personnel Services $4,228,000 $4,228,000 $4,228, ,926,217 1,244,521 1,271,658 1,336,400 Materials & Services 1,738,000 1,738,000 1,738, , , , ,200 Interfund Transfer Out 40 Internal Services Fund (ISF) 596, , , ,000,000 3,477, ,000 1,200, Roads and Bridges Reserve Fund 3,204,700 3,204,700 3,204, , , , Equipment Reserve Fund 74,500 74,500 74, ,297,000 Contengency/Fund Balance 1,554,200 1,554,200 1,554, ,656,612 3,316,410 4,055,696 Ending balance (prior years) ,156,160 12,458,723 10,114,366 9,058,000 UNAPPROPRIATED ENDING FUND BALANCE TOTAL REQUIREMENTS 11,396,000 11,396,000 11,396,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Fund 11) DESCRIPTION RESOURCES AND REQUIREMENTS Detail Josephine County Budget for Next Year Third Preceding Second Preceding First Preceding Adopted Budget Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body 1 2 $4,463,530 $4,656,612 $3,316,410 $2,400,000 RESOURCES Cash on hand, or Beginning Fund Balance $2,443,000 $2,443,000 $2,443, , , , ,500 Fees & Charges for Services 98,400 98,400 98, ,589,721 5,744,329 5,975,393 5,800,000 Gas Tax State Grant 5,900,000 5,900,000 5,900, ,664,167 1,488, , ,000 Intergovernmental Revenues 2,722,100 2,722,100 2,722, , ,709 84, ,000 Interfund Charges for Services 100, , , , ,397 59,664 33,000 Interest and Other Revenues 40,000 40,000 40, ,000 16,500 17,700 35,800 Transferred IN, from other funds 35 Public Works Special Programs Fund 23,600 23,600 23,600 3,000 3,500 3,700 6, County Transit Fund 7,400 7,400 7,400 46,000 41,000 48,000 55, County Buildings and Fleet Fund Fleet 61,500 61,500 61, ,600 6,600 6,600 6,600 13/20/14/10 Radio Infrastucture Payback ,156,160 12,458,723 10,114,366 9,058,000 Total Resources, except taxes to be levied 11,396,000 11,396,000 11,396, ,156,160 12,458,723 10,114,366 9,058,000 Taxes estimated to be received Taxes collected in year levied TOTAL RESOURCES 11,396,000 11,396,000 11,396, REQUIREMENTS ** (Rev ) 1

106 PUBLIC WORKS to $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $3,765,331 $3,760,292 $3,752,611 $4,085,600 $4,228,000 Supplies $1,372,616 $752,647 $763,999 $765,800 $1,154,800 Fees and Services $125,252 $140,755 $156,667 $167,300 $163,400 Training and Travel $19,889 $25,518 $38,244 $36,900 $36,100 Facilities and Utilities $317,330 $318,576 $304,917 $326,600 $345,100 Other Expenditures $91,131 $7,025 $7,831 $39,800 $38,600 Interfund Transfers OUT $1,808,000 $4,137,500 $1,034,400 $2,339,000 $3,878,000 Total Requirements $7,499,548 $9,142,313 $6,058,670 $7,761,000 $9,844,000 Resources Taxes $0 $0 $0 $0 $5,900,000 Fees and Charges for Services $135,801 $167,858 $179,413 $111,500 $98,400 Intergovernmental Revenues $7,253,888 $7,232,546 $6,458,003 $6,309,000 $2,722,100 Interfund Transfers IN $236,512 $269,309 $76,000 $204,500 $92,500 Interfund Charges for Service $0 $0 $84,539 $0 $100,000 Other Revenues $72,397 $132,398 $0 $33,000 $40,000 Total Resources $7,698,597 $7,802,111 $6,797,956 $6,658,000 $8,953,000 FTE

107 PUBLIC WORKS Purpose of Program Public Works makes living and traveling in Josephine County safe, convenient, and enjoyable. The revenue received from state motor vehicle fuel tax and a portion of the timber receipts from U.S. Forest Service lands are designated by law to be used by the county for road purposes. The Department does not receive any county property taxes to fund its operations. Public Works is responsible for managing and maintaining: 560 miles of county maintained roads 170 bridges and structures 13,000 road and driveway culverts (approximately) 19 gravel resource and stockpile sites Fleet Maintenance Facilities Designated work efforts on major maintenance programs include: crack sealing, AC patching, chip sealing, ditch cleaning, storm response, and vegetation management. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Public Works encourages public involvement in many ways, including: Staffing on the Josephine County Bikeways/Walkways Committee Representation on the Rogue Valley Area Commission on Transportation (RVACT) Representation on the Middle Rogue Metropolitan Planning Organization (MRMPO) Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Public Works has lost most funding related to the SRS/O&C payments. To offset this loss and continue to meet budget goal #2, Public Works has done the following: Drastically reduced the number of annual miles that are chip-sealed. Chip-sealing is the most cost-intensive program, annual miles have dropped from approximately 30 per year during the 2000s to less than 20 per year at present. Continue to aggressively pursue state and federal funding for bridge replacement & rehabilitation, as well as additional safety enhancement and surfacing projects. Continue to focus our operation on road maintenance activities that will reduce future maintenance costs. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Budget Goal #3 is supported by: All capital improvements are managed under the Josephine County Public Contracting Rules as well as ORS 279, relating to Public Contracting. Local notice to property owners when roadwork/bridgework will potentially impact their travel/use of county roads. 3

108 PUBLIC WORKS Key Performance Indicators: Service Levels Actual Expected Budgeted Road Miles Maintained Miles Painted Miles Chip Sealed Driveway Approach Permits Other Development Permits Hours Storm Response 3,369 8,500 3,000 Vandalized Signs Repaired Vehicle Repair Orders 1,453 1,570 1,700 Fiscal Year & Anticipated Accomplishments: Begin construction of Lakeshore Drive Lake Selmac spillway Administer recently awarded Federal Lands Access Program grant for Galice Road guardrail safety enhancements Azalea Overlay completed Created 2017 chipseal list, approximately 27 miles Merlin Sidewalk Project completed Sand Creek Bridge Design completed Repair or replace 100% of the damaged or missing signs within three days of being reported Seven large culvert replacement projects (various roads) completed Cattle undercrossing removal and backfill on Upper River Road completed Update Josephine County Transportation System Plan consultant under contract County Road Standards updated and adopted Complete GIS Road and Bridge layers begun 4

109 Public Safety Fund

110 JOSEPHINE COUNTY, OREGON Table of Contents Public Safety Fund Fund Description... Budget Resources and Requirements... 1 Program Descriptions and Budgets: Sheriff... 3 District Attorney... 8 Juvenile Justice Fund Level... 17

111 JOSEPHINE COUNTY Public Safety Fund Description The Public Safety Fund was formed in It was comprised of three departments: Sheriff, District Attorney, and Community Justice, which had previously been in the General Fund. The Community Justice Department was further reorganized into Juvenile Justice and Adult Corrections. In 2007, Adult Corrections was moved to a separate fund. The Sheriff and District Attorney are elected officials. The manager of the Juvenile Justice Department reports to a liaison County Commissioner. The departments within this fund provide support for the criminal justice system utilized by city, county and state law enforcement. The budget is in balance, which means that the budgeted requirements (expenditures and ending fund balance) are equal to the resources (beginning fund balance and revenues) that are estimated to be available during the budget year. The primary source of revenue to operate the departments in this Fund had been monies received under the O&C/SRS Timber Revenues and a transfer from the General Fund. Additionally, programs operated by the three departments generate revenues for specific program purposes. Major reductions in programs occurred in FY due to major reductions in O&C/SRS Timber Revenues. In the pages that follow, a summary of the Fund (Resources and Requirements) is presented first, followed by sections for each of the departments. Each department is represented by a graph of expenditures for the proposed budget, the current year adopted budget, and the previous three years actual expenditures. The associated chart provides the same information in numerical values. Following the graph and chart is a narrative of the purpose of the program.

112 RESOURCES AND REQUIREMENTS PUBLIC SAFETY FUND (12) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION RESOURCES Approved By Fourth Third Second First Adopted Budget Proposed By Adopted By AND REQUIREMENTS Budget Preceding Year Preceding Year Preceding Year Preceding Year This Year Budget Officer Governing Body Committee RESOURCES $ 3,497,082 $ 4,752,385 $ 5,842,265 $ 5,636,785 $ 5,528,000 Beginning Fund Balance (includes last year SRS deposit) $ 3,000,000 $ 3,000,000 $ 3,000,000 4,685,831 4,858,135 4,779,851 4,220,265 - County Payments (O & C/SRS/Bailout Distributions) ,000,000 Shared Reciepts- Actual Federal Timber Sale Revenue 2,000,000 2,000,000 2,000,000 Revenues Generated by departments: 1,821,571 2,535,691 2,594,427 2,713,161 2,782,200 Sheriff 946, , , , , , , ,900 District Attorney 438, , , , , , , ,400 Juvenile Justice 496, , ,700 12,223 12,776 16,331 22,789 12,400 Interest Income 13,000 13,000 13,000 Interfund Transfers: 2,000,000 2,568,700 2,311,000 3,045,200 2,500, General Fund Support 2,500,000 2,500,000 2,500, , Public Works Fund - Road Dollars HB , , Community Corrections for Sheriff JRI Jail Grant , , Community Corrections for DA Prosecution 100, , , , Mental Health for Juvenile Admin 7,500 7,500 7, , , , ,000 70, Grant Projects Fund Title III for Sheriff , , DA Forfeiture Fund 137, , ,000 49,000 50,423 50,400 50,400 50, DA Special Projects Fund CAMI Program 50,000 50,000 50, Forestry Reserve Fund for Juvenile 600, , ,000 40, Jail Commissary Fund for Sheriff , ,000 20,000 20, Sheriff Forfeiture Fund for Sheriff ,100 13,100 13,100 13,100 13,100 10/13/14/20 - Radio Infrastucture Payback $ 13,580,528 $ 15,905,056 $ 16,581,790 $ 17,095,022 $ 14,211,000 TOTAL RESOURCES $ 10,289,000 $ 10,289,000 $ 10,289,000 1

113 RESOURCES AND REQUIREMENTS PUBLIC SAFETY FUND (12) Josephine County Fourth Preceding Year Third Preceding Year Historical Data Actual Second Preceding Year First Preceding Year Adopted Budget This Year DESCRIPTION RESOURCES AND REQUIREMENTS Proposed By Budget Officer Budget for Next Year Approved By Budget Committee Adopted By Governing Body REQUIREMENTS Departmental Operating Expenditures: $ 5,601,872 $ 6,460,368 $ 7,089,311 $ 7,295,136 $ 7,872,400 Sheriff $ 3,981,800 $ 3,981,800 $ 3,981,800 1,497,450 1,706,540 1,769,302 1,938,475 2,146,600 District Attorney 2,028,800 2,028,800 2,028, , ,583 1,034, , ,500 Juvenile Justice 1,659,300 1,659,300 1,659,300 Interfund Transfers: 12,400 14,700 30,000 37,000 45, Juvenile Justice Special Programs 58,900 58,900 58, , ,600 1,021, ,700 1,099, Internal Services Fund (ISF) 612, , , Property Reserve Fund 177, , , ,646 91, Equipment Reserve Fund 53,500 53,500 53,500 1,967,400 Contingency 1,717,400 1,717,400 1,717,400 8,828,143 10,062,791 10,945,005 11,123,644 14,211,000 TOTAL REQUIREMENTS $ 10,289,000 $ 10,289,000 $ 10,289,000 4,752,385 5,842,265 5,636,785 5,971,378 Ending Fund Balance $ 13,580,528 $ 15,905,056 $ 16,581,790 $ 17,095,022 TOTAL ACTUAL includes supplemental 2

114 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Public Safety (12) Sheriff Dept Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 1.90 $ 1,000 $ 232,600 $ (231,600) Administration 1.20 $ 1,600 $ 236,200 $ (234,600) , ,800 (77,200) Search and Rescue ,300 (185,300) , ,300 (98,300) Civil , ,600 (130,400) ,800 69,300 (67,500) Records ,500 76,700 (75,200) , ,700 (278,200) Dispatch , ,300 (270,800) ,900 1,578,500 (1,029,600) Patrol Operations ,100 2,648,700 (2,026,600) , ,900 (142,900) Evidence & Property , ,300 (169,800) ,140,100 4,838,600 (2,698,500) Adult Jail - moved to Levy Fund , ,700 (157,500) Court Services , ,800 (167,600) ,101,100 $ 7,882,400 $ (4,781,300) Total for Fund $ 946,600 $ 4,206,900 $ (3,260,300) Original Allocation of Discretionary Money Reserve Money for Patrol per Levy Fact Sheet $ $ $ 2,860, ,000 3,260,300 Adult Jail (in Fund 17) ,287,100 6,855,500 (5,568,400) Jail Levy Revenue $ 5,568,400 3

115 SHERIFF to $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted/Sup Adopted Requirements Personal Services $4,784,751 $5,102,507 $5,184,440 $5,896,000 $3,088,300 Supplies $318,633 $478,198 $528,540 $438,500 $117,200 Fees and Services $590,337 $685,694 $676,843 $642,800 $142,200 Training and Travel $15,563 $26,316 $31,472 $29,700 $26,000 Facilities and Utilities $750,761 $796,484 $873,525 $865,400 $608,100 Other Expenditures $323 $112 $315 $0 $0 Interfund Transfers OUT $0 $0 $0 $10,000 $225,100 Total Requirements $6,460,368 $7,089,311 $7,295,136 $7,882,400 $4,206,900 Resources Fees and Charges for Services $1,344,680 $1,897,859 $2,024,886 $2,056,400 $903,600 Intergovernmental Revenues $1,082,835 $650,809 $688,276 $716,700 $38,200 Interfund Transfers IN $235,460 $170,000 $468,900 $318,900 $0 Other Revenues $107,716 $45,759 $0 $9,100 $4,800 Total Resources $2,770,691 $2,764,427 $3,182,061 $3,101,100 $946,600 FTE

116 SHERIFF Purpose of Program ORS General duties of the Sheriff. The Sheriff is the chief executive officer and conservator of the peace of the County. Emergency Services/Search & Rescue Purpose of Program ORS & The Sheriff is responsible for search and rescue activities within the County, and shall adopt a search and rescue plan. Civil Purpose of Program ORS Execute the process and order of the courts of justice or of judicial officers, when delivered to the Sheriff for that purpose, according to law. ORS and 040 The Sheriff must serve papers, execute process, and make return thereon. Records Purpose of Program ORS Execute all warrants delivered to the Sheriff for that purpose by other public officers, according to law. Dispatch Purpose of Program ORS Every public safety agency within the state shall participate in a 911 emergency reporting system, using enhanced 911 Patrol Purpose of Program ORS Arrest and commit to prison all persons who break the peace, or attempt to break it, and all persons guilty of public offenses. Defend the county against those who, by riot or otherwise, endanger the public peace or safety. Execute the process and order of the courts of justice or of judicial officers, when delivered to the Sheriff for that purpose, according to law. Marine Patrol Purpose of Program Responsible for patrolling the waterways of Josephine County including the Rogue River, Illinois River, Applegate River, Lake Selmac and Bolen Lake. This is a contract program. Evidence & Property Purpose of Program Responsible for the care and chain of custody for all evidentiary property related to criminal cases. Court Services Purpose of Program ORS Attend, upon call, the Supreme Court, Court of Appeals, Oregon Tax Court, circuit court, justice court or county court held within the County, and to obey its lawful orders or directions. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The Sheriff s Office uses technology to efficiently improve community outreach, communicate with the public, and provide enhanced services. With social media and the website, the Sheriff s Office is able to post press releases, inform the public about new programs and services, and regularly provide office statistics. The Sheriff has instituted question and answer sessions on social media to allow the public to ask questions about the office and get a direct response. Many citizens also use the Sheriff s Office as a convenient way to contact the office and get a timely response to their questions. Even with staffing at a minimum, the use of technology makes it possible for every citizen to communicate with the office and receive important information at little to no cost to the County. 5

117 SHERIFF Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. With federal funding dwindling, it is important to have other funding streams in order to keep mandated services. While the Sheriff s office continues to seek new revenue sources, four programs that generate the most revenue are Civil, Patrol, Jail, and Court Services. While these four programs are not fully selfsustaining, the revenue they generate helps to maintain a basic level of service. The Civil Division collects fees for paper service and concealed handgun permits. The fees collected provide funding for about half of the Civil Division budget. While there is no funding for the Patrol Division, contracts with the Oregon State Marine Board, Bureau of Land Management, and the U.S. Forest Service help to provide some level of service. For the upcoming fiscal year, these contracts will provide two full time positions and two seasonal positions. The Jail receives contracts and grants for jail beds that provide funding for half the Jail budget. Without this revenue, the Jail would not remain open. Court Services receives funding from the state that provide over half the funding for the program budget. The revenues brought in for Civil, Patrol, Jail, and Court Services should continue indefinitely. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. There are several ways the Sheriff s Office provides access to services to the citizens in an open professional manner. With updated software and streamlined processes, the Civil Division has increased its hours of operation. This allows two days for citizens to apply/renew their concealed handgun licenses, as well as the ability to accept papers for service from the public Monday Friday. Because we have limited staff in our Dispatch center, the Sheriff s Office has an online reporting system where citizens can report a crime from their home computer. If a citizen does not have a computer, there are computers available at substations and the lobby of the Jail. Volunteers at the substation are available to assist citizens in filing a report. The link to the online reporting system is located on the Sheriff s Office website. Also on the website are applications for concealed handgun licenses as well as a tool to search for current inmates lodged in the Jail. The Sheriff s Office is always trying to find ways to improve access to services given the current staffing levels. Key Performance Indicators: Service Levels Actual Expected Budgeted Civil Paper Service Received 3,889 3,855 3,900 Civil Returned Not Served Civil Criminal Subpoenas Civil Grand Jury Subpoenas Civil Permits Issued 2,173 1,921 2,000 Civil Citizens Fingerprinted ,000 Civil Foreclosure Sales Patrol Homicides Patrol Property Crimes Patrol Burglaries Investigated Patrol Death Investigations Patrol Cases Referred to DA ,000 Patrol Recovered Property Patrol Phone calls received 8,640 9,863 10,000 Patrol Assault Cases Patrol Burglary/Theft Cases Patrol DUII Arrests Patrol Traffic Stops Patrol Alarms Responded to

118 SHERIFF Fiscal Year & Anticipated Accomplishments: Received a grant for Operation Wellness which funded the purchase of outer carriers for bullet proof vests to increase comfort for Deputies and to provide increased equipment functionality Began the practice of office issued equipment including firearms and duty gear to remain competitive with other agencies and to provide standardization within the agency Regularly shared information and statistics with the public regarding Sheriff s Office operations through the website and social media In 2016 the Search and Rescue Division had 35 Searches, 4 Rescues, 12 Public/Medical Assists, 3 Fire Assists, and 4 Recoveries The Search and Rescue Division also conducted homicide evidence searches and provided 4X4 assistance to AMR ambulance Implemented a new concealed weapons permit system in the Civil Division Civil staff attended semiannual training to further knowledge in legislative updates Continued progress toward completion of the Lexipol policy manual Patrol staff attended weekly in house training to stay informed on updated policies and procedures Maintained Patrol revenue sources including contracts with the City of Cave Junction, Oregon State Marine Board, Bureau of Land Management, and the U.S. Forest Service which provided three full time positions and two seasonal positions Continue negotiations with the Oregon State Marine Board for two additional seasonal positions beginning June 2017 The Patrol Division continues to train Reservists to assist Patrol In partnership with other agencies, conducted periodic saturation patrols in specific areas at varied hours Re implemented Volunteer patrols which include the patrol of County parks as well as home checks for out of town citizens Began a K9 reading program in which a Deputy performs demonstrations with a retired K9 and provides children an opportunity to read to the K9 at schools throughout the County All newly hired Deputies attend the DPSST Academy and receive their certification within one year Continue to utilize the Relias training software to provide staff with required training without travel costs 7

119 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Public Safety (12) District Attorney Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net $ 527,600 $ 1,758,700 $ (1,231,100) Criminal Prosecution $ 540,100 $ 1,843,000 $ (1,302,900) , ,300 (9,700) Victim Assistance , ,300 $ (6,200) , ,300 (58,300) Support Enforcement $ ,200 $ 2,145,300 $ (1,299,100) Total for Fund $ 725,200 $ 2,034,300 $ (1,309,100) Orginal Discretionary 726,400 Additional Discretionary 582,700 1,309,100 8

120 District Attorney to $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted/Sup Adopted Requirements Personal Services $1,568,833 $1,640,692 $1,806,964 $1,973,200 $1,884,100 Supplies $41,677 $28,997 $39,464 $55,200 $33,200 Fees and Services $27,327 $30,750 $21,890 $41,900 $34,400 Training and Travel $10,090 $11,541 $9,791 $16,200 $14,500 Facilities and Utilities $58,344 $57,036 $57,036 $59,100 $62,300 Other Expenditures $270 $286 $45 $1,000 $300 Interfund Transfers OUT $0 $0 $3,272 $3,600 $5,500 Total Requirements $1,706,540 $1,769,302 $1,938,462 $2,150,200 $2,034,300 Resources Fees and Charges for Services $128,234 $131,185 $158,363 $133,000 $153,500 Intergovernmental Revenues $460,389 $427,399 $437,220 $447,900 $284,700 Interfund Transfers IN $50,423 $50,400 $50,400 $266,600 $287,000 Other Revenues $12 $9,651 $0 $0 $0 Total Resources $639,059 $618,635 $645,983 $847,500 $725,200 FTE

121 District Attorney Purpose of Programs Criminal Prosecution Oregon Revised Statutes mandate that the District Attorney shall attend court and prosecute all offenses occurring in the District Attorney's county. ORS Oregon Revised Statutes mandate that the District Attorney shall attend and advise the grand jury. ORS Oregon Revised Statutes mandate that the District Attorney shall appear in juvenile court to assist the court in any matter within the juvenile court's jurisdiction. ORS The goal of the criminal prosecution unit is to successfully prosecute offenders for all crimes occurring in Josephine County and obtain an appropriate sentence that both advances public safety and provides justice to the victim. Victim Assistance The District Attorney is required to advise victims of their Constitutional rights and to assist them in the exercise of their rights. ORS ; ORS ; Oregon Constitution, Article 1, 42. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The District Attorney's Office serves citizens by incarcerating the most dangerous offenders in state prison, holding accountable and encouraging reformation of lesser offenders, protecting children from physical and sexual abuse, lowering the crime rate, instilling a sense of safety in the community, and helping to provide our community with a business friendly environment. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. The District Attorney's Office employs Deputy District Attorneys (lawyers) to attend court and prosecute all offenses in Josephine County. For lawyers to obtain successful outcomes in court, the assistance of support staff is required. Support staff are responsible for: arranging the appearance of witnesses in court; obtaining copies of police and lab reports; organizing files; assisting in preparing exhibits for trial; providing discovery to defense counsel; communicating with court staff; answering questions of the public when appropriate, etc. Together, the lawyers and support staff of the District Attorney's Office almost always obtain positive outcomes for victims and the community. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Protecting ongoing investigations, victims, and informants can require the District Attorney's Office to withhold information from the public. Additionally, the Oregon State Bar Association places restrictions on the information prosecuting attorneys can make public in active cases. However, the District Attorney's Office meets Budget Goal #3 by, when appropriate, making information easily accessible to the public through communication with our attorneys, support staff, or victim's services office. 10

122 District Attorney Key Performance Indicators: Service Levels Actual Expected Budgeted Police Reports Reviewed Cases Filed 4,843 2,676 5,500 3,000 5,500 3,000 Number of Cases Prosecuted per Attorney Effectiveness Measures It is difficult to measure the good feelings of a child protected or the relief of a murder victim s family when an offender is found guilty and sentenced. We attempt to measure these intangibles with victim questionnaires at the conclusion of the case. Fiscal Year & Anticipated Accomplishments: Successfully prosecute all felony and misdemeanor cases for which the office has sufficient resources to pursue Successfully prosecute all probation violations for which the office has sufficient resources to pursue Successfully prosecute all violation of restraining orders 11

123 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Public Safety (12) Juvenile Justice Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 8.00 $ 208,900 $ 1,034,000 $ (825,100) Court & Field Program 6.50 $ 224,200 $ 838,200 $ (614,000) Shelter Program , ,000 $ ,900 $ 1,034,000 $ (825,100) Total for Fund $ 1,104,200 $ 1,718,200 $ (614,000) 12

124 JUVENILE to $2,000,000 $1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $639,483 $678,807 $716,825 $703,500 $1,381,300 Supplies $13,207 $12,476 $11,515 $20,300 $18,400 Fees and Services $254,625 $278,299 $167,083 $192,600 $134,300 Training and Travel $4,076 $5,767 $6,664 $11,000 $16,900 Facilities and Utilities $57,191 $59,643 $63,601 $61,100 $108,400 Interfund Transfers OUT $14,700 $30,000 $37,000 $45,500 $58,900 Total Requirements $983,283 $1,064,992 $1,002,688 $1,034,000 $1,718,200 Resources Fees and Charges for Services $3,781 $18,988 $16,599 $18,900 $18,900 Intergovernmental Revenues $286,390 $216,371 $203,906 $182,500 $477,800 Interfund Transfers IN $0 $0 $8,334 $7,500 $607,500 Other Revenues $40 $822 $0 $0 $0 Total Resources $290,211 $236,181 $228,839 $208,900 $1,104,200 FTE

125 JUVENILE Court & Field Purpose of Program Juvenile Justice Court and Field Services are mandated in ORS 419A Felony youth referrals are received from law enforcement, evaluated by the District Attorney's Office for legal sufficiency and the course of disposition is prescribed by Juvenile Justice. Misdemeanor referrals are evaluated by Juvenile Justice. The program promotes community protection through accountability for youth, opportunity for reformation and justice for victims. The course of action is driven by severity of offense and risk assessment with most services being directed to the medium to high risk offender. Lower risk, first time offenders are usually diverted from court with informal action, which includes Community Service and restitution to victims when appropriate. Outcomes include mandates that youth abide by their informal contracts or court ordered probation conditions. Victim restitution is collected or docketed as civil judgment in most cases. Caseload contacts are maintained according to the youth's level of risk and the severity of the crime. Youth violations result in a structured sanction process. The supervision of medium and high risk youth may include a mandate to attend Aggression Replacement Training and/or Functional Family Therapy (FFT), each are evidence based programs. Community service is provided in house. The service is based on community engagement and a Restorative Justice model. Youth participate in projects such as food bank aid and community garden maintenance and harvesting. All youth participating in this program are supervised and mentored throughout the process by trained Juvenile Justice staff. Youth education and counseling services are also provided in house. These services include Theft Education classes, Alcohol and Drug education classes, Aggression Replacement Training and family counseling services. Youth with needs beyond the department s capabilities are referred to Options for Southern Oregon or one of three local adolescent Alcohol and Drug treatment programs. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. A budget goal of community outreach is accomplished in the geographical assignment of caseloads. In compliance with law, schools are advised of youth pending court and final dispositions. Juvenile Justice participates in quarterly meetings of law enforcement, schools and treatment providers. Options, Department of Human Services & Oregon Youth Authority consult with the program regarding out ofhome placements. Functional Family Therapy accepts family referrals from throughout the community. We maintain training standards via the Oregon Juvenile Department Director's Association (OJDDA). Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. Funding revenue from the state, office rent and fees account for approximately 20% of the budget. The balance is required from County public safety funds. The current proposed revenue from the county general fund along with other revenues will allow the department to sustain the previous year s level of service to the community. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Our department strives to provide services in a professional manner at all times. Juveniles are referred to us via Grants Pass Police, Josephine County Sheriff, Oregon State Police and Federal agencies. 14

126 JUVENILE Key Performance Indicators: Service Levels Actual Expected Budgeted Delinquency referrals Person to Person referrals Property referrals Other Referrals Violation referrals (MIP/PCS) Non Criminal referrals Total Referrals Total Youth supervised / monitored Average Caseload size Utilization of OYA beds Cost per youth served Annual $2,604 $2,604 $2,604 Daily $71 $71 $71 OYA cost per day in a facility $308 $308 $308 Effectiveness Measures: Recidivism rate (36.9% statewide av.) 33% 33% 31% Fiscal Year & Anticipated Accomplishments: Every delinquent referral will be processed by the department and appropriate action based on crime severity and youth risk level. We believe that the funding level is, and will remain, on par with the number of referrals the police, sheriff, and courts refer. We have been able to attend to each case referred within our current funding. In calendar year 2016, 314 youth were referred to the department and similar numbers are expected for the upcoming year. Full implementation of contact standards based on risk to public safety and youth needs. Full utilization of JJIS capabilities Full implementation probation violation / sanction process as allowed by the limited number of contracted detention beds in Douglas County. Continued cooperation and utilization of detention bed contract with Douglas County Juvenile Department. Geographic assignment of cases, allowing juvenile probation officers more contact with schools and other community partners. Improve customer service through training, adjustment of policy and utilization of all appropriate and available community partners. Continued implementation of Evidence Based Practices through utilization of staff development and training, and keep the referral and supervision process consistent with evidence based practice models. Increase public awareness of Juvenile Justice and the services it provides the public by collaborating with allied agencies, participating in community forums and utilizing the media to explain services. 15

127 JUVENILE Shelter Purpose of Program Juvenile Justice Shelter Services are mandated in ORS 419A Felony youth referrals are received from law enforcement, evaluated by the District Attorney's Office for legal sufficiency and the course of disposition is prescribed by Juvenile Justice. Misdemeanor referrals are evaluated by Juvenile Justice. The program promotes community protection through accountability for youth, opportunity for reformation and justice for victims. The Shelter will provide services to youth that have serves to provide care, assessment, and evaluation of youth who are dependents of the court or n probation. The County will continue to partner with Department of Human Services for Juvenile shelter beds. Shelter outcomes will be presented in next year budget since the shelter has been closed since 2012 and is intended to be re opened in the fiscal year. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. A budget goal of community outreach is accomplished in the geographical assignment of caseloads. In compliance with law, schools are advised of youth pending court and final dispositions. Juvenile Justice participates in quarterly meetings of law enforcement, schools and treatment providers. Options, Department of Human Services & Oregon Youth Authority consult with the program regarding out ofhome placements. Functional Family Therapy accepts family referrals from throughout the community. We maintain training standards via the Oregon Juvenile Department Director's Association (OJDDA). Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. Funding revenue from the state, office rent and fees account for some of the budget. The balance is required from County Forestry Reserve Funds. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Our department strives to provide services in a professional manner at all times. Juveniles are referred to us via Grants Pass Police, Josephine County Sheriff, Oregon State Police and Federal agencies. 16

128 PUBLIC SAFETY Fund Level to $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Interfund Transfers OUT $912,600 $1,021,400 $887,346 $1,099,000 $612,200 Total Requirements $912,600 $1,021,400 $887,346 $1,099,000 $612,200 Resources Intergovernmental Revenues $4,858,135 $4,779,851 $4,220,265 $2,000,000 $2,000,000 Interfund Transfers IN $2,581,800 $2,324,100 $3,058,300 $2,513,100 $2,500,000 Other Revenues $12,775 $16,331 $22,789 $12,400 $13,000 Total Resources $7,452,710 $7,120,282 $7,301,354 $4,525,500 $4,513,000 FTE

129 Community Corrections Fund

130 JOSEPHINE COUNTY, OREGON Table of Contents Community Corrections Fund Fund Description... Budget Resources and Requirements... 1 Summary of Budgets Schedule A Two year view... 2 Program Descriptions... 4 Budget Goals/Performance Indicators... 6 Accomplishments... 7

131 JOSEPHINE COUNTY Community Corrections Fund Description The Community Corrections Fund was formed effective July 1, It includes several related programs which had previously been in the Community Justice Department. This department was reorganized into Juvenile Justice, which remained in the Public Safety Fund and Adult Corrections, which is now in this fund. Community Corrections administers a number of programs focused on the supervision, treatment and sanctioning of felony and misdemeanor offenders placed on probation by the courts or released from prison under jurisdiction of the Board of Parole and Post- Prison Supervision. The programs, described later in this section, include Field Services, Work Crew and Community Service, Alcohol/ Drug and Cognitive Treatment, Home Detention and Supervisory Authority. Additional efforts include re-entry services for high risk offenders returning from prison. Community Corrections is dedicated to community safety and offender accountability while promoting positive behavior change. The adopted budget is in balance, which means that the budgeted requirements (expenditures and ending fund balance) are equal to the resources (beginning fund balance and revenues) that are estimated to be available during the budget year. In the pages that follow, a summary of the Community Corrections Fund (Resources and Requirements) is presented first, followed by Schedule A, which summarizes the programs in the fund. The department is represented by a graph of expenditures for the proposed budget, the current year adopted budget, and the previous three years actual expenditures. The associated chart provides the same information in numerical values. Following the graph and chart is a narrative of the purpose of the program.

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133 FORM LB 10 Historical Data Actual SPECIAL FUND RESOURCES AND REQUIREMENTS Community Corrections Josephine County Budget for Next Year Third Preceding Second Preceding First Preceding Adopted Budget Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $372,826 $988,422 $893,526 $1,323,700 Cash on hand * (cash basis), or Beginning Fund Balance $1,005,200 $1,005,200 $1,005, , , , ,100 Fees & Charges for Services 598, , ,000 3,259,134 2,956,663 4,220,257 3,955,700 Intergovernmental Revenues 3,756,300 3,756,300 3,756,300 67,116 71,271 53,050 76,000 Interfund Charges for Services 83,000 83,000 83,000 23,615 33,748 44,369 28,500 Interest and Other Revenues 31,500 31,500 31,500 Transferred IN, from other funds 235, , , Grant Projects Fund Title III for Work Crew ,000 1, Mental Health Fund Alcohol & Drug Prevention (Fund 13) DESCRIPTION RESOURCES AND REQUIREMENTS 4,370,392 4,706,046 5,920,983 5,969,000 Total Resources, except taxes to be levied 5,474,000 5,474,000 5,474,000 Taxes estimated to be received Taxes collected in year levied 4,370,392 4,706,046 5,920,983 5,969,000 TOTAL RESOURCES 5,474,000 5,474,000 5,474,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $2,366,388 $2,502,786 $2,793,892 $3,056,700 Personnel Services $3,099,300 $3,099,300 $3,099, , ,334 1,068,607 1,217,900 Materials & Services 934, , ,800 Interfund Transfer Out 287, , , , Internal Services Fund (ISF) 381, , ,300 2,400 2,400 87, Property Reserve Fund ,900 3,900 3,900 3, Public Works Fund Radio Infrastructure Payback ,700 7,700 7,700 7, Public Safety Fund Radio Infrastructure Payback , , District Attorney Justice Reinv. Grant Prosecution 100, , , , , Sheriff Justice Reinv. Grant Jail 248, , , (Rev ) 956,800 Contingency/Fund Balance 709, , , , ,526 1,200,183 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 4,370,392 4,706,046 5,920,983 5,969,000 TOTAL REQUIREMENTS 5,474,000 5,474,000 5,474,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year 1

134 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Adult Corrections (13) Community Corrections Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 2.00 $ 1,210,500 $ 1,210,500 $ - Administration $ 992,700 $ 992,700 $ , ,800 - Treatment Services , , ,552,200 2,552,200 - Field Services ,559,800 2,559, , ,100 (37,800) Supervisory Authority , , , ,000 - Custody Alternative Programs , , , ,100 - Drug Court , , , ,000 52,700 Justice Reinvestment Act , ,500-85, ,100 (52,700) Transition House , ,900-55,000 17,200 37,800 Home Detention *moved to ,869,000 $ 5,869,000 $ - Total for Fund $ 5,474,000 $ 5,474,000 $ - 2

135 COMMUNITY CORRECTIONS to $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $2,366,388 $2,502,786 $2,793,892 $3,056,700 $3,056,700 Supplies $54,793 $111,816 $110,769 $96,300 $96,300 Fees and Services $403,822 $606,753 $617,135 $690,300 $690,300 Training and Travel $32,916 $17,771 $54,789 $44,700 $44,700 Facilities and Utilities $198,099 $197,242 $236,403 $257,700 $257,700 Other Expenditures $24,251 $32,752 $49,512 $28,900 $28,900 Interfund Transfers OUT $301,700 $343,400 $858,300 $737,600 $737,600 Total Requirements $3,381,969 $3,812,520 $4,720,799 $4,912,200 $4,912,200 Resources Fees and Charges for Services $452,885 $415,394 $618,972 $585,100 $585,100 Intergovernmental Revenues $3,218,951 $2,912,027 $4,118,769 $3,855,700 $3,855,700 Interfund Transfers IN $302,117 $316,271 $236,666 $76,000 $0 Interfund Charges for Service $0 $0 $53,050 $0 $76,000 Other Revenues $23,615 $73,932 $0 $28,500 $28,500 Total Resources $3,997,567 $3,717,624 $5,027,457 $4,545,300 $4,545,300 FTE

136 COMMUNITY CORRECTIONS Purpose of Program Josephine County Community Corrections is a state funded, mandated county program charged with the supervision of felony and misdemeanor offenders placed on probation by the courts or offenders released from prison under the jurisdiction of the Board of Parole and Post-Prison Supervision. Community Corrections supervises an offender population of nearly Some referenced applicable laws within Community Corrections are the following: OAR thru , OAR thru , OAR thru , OAR thru , OAR thru , OAR thru , thru , OAR thru , ORS , ORS , ORS , ORS , ORS , ORS , ORS , ORS , ORS , ORS , Senate Bill 1145, House Bill Administration and Leadership The administration is responsible for alligning Departmental processes, protocols, policies, and practices with applicable laws in OAR, ORS, and federal law. The administration of Josephine County Community Corrections establishes the vision, mission, and department goals for the agency, and aligns them with the values and direction of Josephine County s governing Board of County Commissioners. The administration is responsible for open communication with the Board of County Commissioners and reporting department progress and concerns to governing authorities. Treatment Services Treatment Services provide cognitive behavioral therapy to offenders through the use of evidencebased practices, focusing on high risk offenders, targeting those adversely affected by substance abuse. The program is licensed by the Oregon Office of Alcohol and Drug Abuse Programs. The program s aim is to positively influence clientele in overcoming addiction to become productive citizens, thereby reducing recidivism and promoting compliance with conditions of supervision. Treatment Services offer outpatient treatment in group therapy sessions as well as individual therapy sessions. And within Treatment Services is a relatively new program, Secure Treatment, facilitated at the local jail for high risk offenders who are incarcerated long term and short term. The new program provides cognitive behavioral alcohol and drug treatment to high and medium risk offenders in local jail custody. Funded by the Justice Reinvestment Act. Drug Court (Pass Through) The Drug Court program adapts best practices focusing on accurate screening, assessment, separation of risk levels and gender in treatment, and sharing of information. This program is not operated by Corrections but is passed through to Oregon Health Management Services. The grant is secured and monitored by Corrections. Field Services Field Services supervises adult offenders sentenced to probation or released from incarceration on postprison supervision in the community. Field Services strive to enhance the safety of the community through the supervision and treatment of offenders using risk assessments, case planning, accountability, and evidence based programs in consideration of offender needs, risk to the community and their responisivity. Field Services has specialized caseloads including Sex Offenders, Domestic Violence, Gender Specific, Mental Health, High risk Drug Offenders, Alternative Incarceration Program, Drug Court, and other general caseloads consisting of assualt, theft, burglary, robbery, murder, and other felonious crimes. Field Services supervises over 900 felony and approximately 50 misdemeanor offenders with 14 certified parole and probation officers, 1 supervisor, and 3 support staff. 4

137 COMMUNITY CORRECTIONS Supervisory Authority Supervisory Authority assists in the management of the inmate population of those offenders sentenced to 12 months or less. It provides assessment of all sentenced offenders in Josephine County for placement in jail or other custodial programs such as work crew, community service, or home detention. Additionally, it makes recommendations to county jail staff for movement of offenders from jail to appropriate lower levels of custody programs available. Supervisory Authority provides recommendations for post-prison conditions of local control offenders via release plans; issues local control post-prison supervision orders, conducts hearings and imposes sanctions on local control cases. Supervisory Authority also requests and issues warrants and acts as a liaison among alternative sanction programs, field supervision staff and the county jail. Supervisory Authority works in partnership with Community Corrections DPSST Certified staff to conduct arrests when appropriate and other staff will conduct assessments and make recommendations for offender movement through levels of custody, working closely with the jail and making referrals to other custodial programs. Custody Alternative Programs Custody Alternative Programs are made up of Work Crews, Community Service, and Home Detention. Work crews and community service offers direct services to the public, made up of offenders serving sentences or sanctions to the legal and physical custody of the Supervisory Authority. It is a sanction option for offenders violating the conditions of supervision and serves as an alternative to incarceration. Work crews operate by contract with city, state, county and federal agencies, and provide work ranging from litter patrol on state and local highways, forest fire fuel reduction to federal and state lands, forest restoration, landscaping and yard maintenance to city properties, county parks, and general debris cleanup. The Work Crew operates six days a week, with multiple crews each day. Work Crew contracts are generally negotiated for a rate of $400 per day, which helps subsidize the program, while building job skills for the clientele participating in the program. Community service offenders either participate on the work crews or are assigned directly to agencies depending on the risk and needs of the offender. The Community Service Program is designed for restorative purposes to the community, while also facilitating job skills training and building work ethic and establishing life skills to the clientele participating in the program. The home detention program allows offenders an alternative to jail while maintaining employment in the community providing opportunities for them to continue to be productive citizens, while serving a sentence or sanction.the electronically monitored program includes voice verification, GPS tracking and alcohol monitoring. Home detention is a far less expensive custody alternative program to incarceration in prison or jail, and the offenders offered the service are charged $20 a day, to defray program costs. Transitional Services Josephine County Community Corrections facilitates communication with offenders prerelease from correctional institutions across the state, who are releasing back to Josephine County. Transition Services include reach-ins into the local jail and from prison, reach-ins are also conducted with the release counselor, a representative from Welcome Home Oregon, and the Parole/Probation Officer. Released offenders are assigned to a single parole and probation officer familiar with program content and expectations and works closely with a re-entry coordinator from Welcome Home Oregon, a nonprofit organization focused on successful re-entry, transitional housing, employment and barrier removal. Alternative Incarceration Program (AIP) offenders are required to live in the Ferguson Transitional House, owned by Josephine County and located in the city of Grants Pass, for the duration of their leave which is typically 90 days. They are required to obtain employment within 30 days of release as well as participate in a relapse prevention program facilitated by Treatment Services within Community Corrections. A cognitive based program called Getting it Right is required of all AIP offenders one time per week in addition to their other outpatient treatment sessions. 5

138 COMMUNITY CORRECTIONS Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Community Corrections provides a verbal and written quarterly report to the Board of County Commissioners, which summarizes each division s outcome measures for the quarter, and includes significant division progress notes and other updates for the Department, so citizens and County Government Leadership are aware of the services delivered. Community Corrections is very responsive to the needs of the citizens and routinely provides information about probation, parole, treatment, and victim services. Community Corrections promptly responds to citizen inquiries. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Community Corrections is state funded and committed to provide supervision, treatment, and custody alternatives to the offender population under the jurisdiction of the County. We have secured grants including Bureau of Justice Grants for Drug Court, Criminal Justice Commission Grants for Justice Reinvestment Funds that funds Secure Treatment, Mental Health Services, Downward Departures, Victim Services, Drug Court, Transitional Housing, and research projects. Community Corrections places an emphasis on reasonable fee collection to the offenders who are receiving services, and have recently developed a billing process for qualified Oregon Health Plan participants to access treatment. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Community Corrections values transparency in government, and makes public records available to the extent allowed by County policy, and the laws governing release of information. And is dedicated to the continued partnerships with other agencies offering assistance to the systemic function of public safety. Key Performance Indicators: Service Levels Actual Expected Budgeted Field Services Total Population Office contacts 23,420 23,544 23,000 Home Visits 5,352 3,968 4,000 Arrests/Sanctions 1, Other contacts Offender (phone/ /etc ) 64,578 67,792 60,000 Collateral (non-offender) 36,729 39,089 39,000 Custody Alternative Programs Average Work Crew per day Total daily worker count Home Detention participants Total Home Detention days Treatment Services Average population New enrollments (outpatient) Unsuccessful Discharge (outpatient) Successful Discharges (outpatient) Secure Treatment beds (10/month) Transitional Housing beds (month) Transitional Housing people served Average length of stay (days) ADES DUII Assessments

139 COMMUNITY CORRECTIONS Fiscal Year & Anticipated Accomplishments: In partnership with the Sheriff s Office, & funded through Justice Reinvestment dollars, Community Corrections launched Secure Treatment within the local jail for 10 beds of high risk offenders & a cognitive behavioral treatment dosage of 4 hours per day in Sept of The program has served over 180 high-risk drug offenders since its inception. Launched the ADES assessment & monitoring program for all DUII offenders in May of 2015, & have assessed over 400 DUII offenders since the inception of the program, & made the appropriate treatment referrals to get them help with their addiction. Developed a billing process & began collecting a revenue in Apr 2016 (approx.. $100k/yr) for Oregon Health Plan participants to access treatment & reimburse us for providing services. Hosted a Legislative Tour & presented information on Justice Reinvestment outcomes specific to this region on Nov 9 th, Representatives Wilson & Stark attended. Facilitated a Leadership Retreat for strategic planning, which occurred Nov 1st thru 3rd of 2016, & developed the vision statement of Together we are changing lives with what works. Hosted a Parole/Probation Week Celebration, which commenced July 20th, Added a PO position in Sept 2016 to deliver better services & reduce caseload sizes. Modified RSU Protocol with triage process from intake using PSC to determine supervision level. Made Policy changes to background & firearms & implemented in Jan Grant Awarded from CJC of $110,000 to study downward departures in 3 Counties & contracted with Northwest Professional Consortium to conduct the research project in Nov of Ratified another contract in July of 2016 with ODOT for a 10-year period for $400,000 to provide work crews for litter patrol along the highway from 2016 through Consulted with Dept of Corrections using an Evidence-Based Correctional Program Checklist & developed a strategic plan to implement the changes & treatment adjustments in Implemented evidence based sanctioning grid Jan 2017, developed by the Dept of Corrections. Reduced management position in Jan of 2017 & established 3 Lead PO s in the Field Services. Launched a Sex Offender containment model phase system approach in Sept of 2016, consistent with evidence-based practices, & made the program available for the Department of Corrections to analyze as a researched pilot project. Started Gender Specific Caseload with evidence based treatment, supervision & the gender specific assessments known as WRNA in Jan of Expanded Reduced Supervision Unit to include some medium cases in Mar of Started a new Contract with UCAN for offenders to work on Raptor Creek Food Bank Farm to harvest food on or about Feb of Supported Justice Reinvestment Summit Feb 16th & 17 th of 2017, & met with legislators to advocate for continued JRI funding & Grant in Aid Funding for the biennium. 7

140 Jail & Detention Fund

141 JOSEPHINE COUNTY, OREGON Table of Contents Jail & Detention Fund Fund Description... Budget Resources and Requirements... 1 Schedule A - Summary of Programs Two Year View... 2 Program Descriptions and Budgets: Sheriff- Adult Jail... 3 Juvenile Justice- Detention... 6 Fund Level... 8

142 JOSEPHINE COUNTY Jail & Detention Fund Description This Fund was created for the budget after the Josephine County voters approved the 5-year local option levy to fund the Adult Jail and Juvenile Detention Programs in May It is comprised of two programs: Sheriff Adult Jail Program and Juvenile Justice Detention Program. The Sheriff is an elected official. The manager of the Juvenile Justice Department reports to a liaison County Commissioner. The departments within this fund provide support for the criminal justice system utilized by city, county and state law enforcement. Countywide services include the jail and juvenile facility. The budget is in balance, which means that the budgeted requirements (expenditures and ending fund balance) are equal to the resources (beginning fund balance and revenues) that are estimated to be available during the budget year. The primary source of revenue to operate the departments in this Fund is property tax from the local option levy and transfer in from Forestry Reserve Fund. Additionally, programs operated by the two programs generate revenues for specific program purposes. In the pages that follow, a summary of the Fund (Resources and Requirements) is presented first, followed by sections for each of the departments. Each department is represented by a graph of expenditures for the proposed budget, the current year adopted budget, and the previous three years actual expenditures. The associated chart provides the same information in numerical values. Following the graph and chart is a narrative of the purpose of the program.

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144 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Adult Jail & Juvenile Detention Fund (Fund 17) Josephine County Third Preceding Year Historical Data Actual Second Preceding Year First Preceding Year Adopted Budget Year DESCRIPTION RESOURCES AND REQUIREMENTS RESOURCES Cash on hand * (cash basis), or Beginning Fund Balance Fees & Charges for Services Intergovernmental Revenues Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds 10 General Fund 13 Community Corrections treatment beds 49 Forestry Reserve Fund Proposed By Budget Officer Budget for Next Year Approved By Budget Committee Adopted By Governing Body $0 $0 $0 372, , , , , , ,700 11,700 11, , , , Total Resources, except taxes to be levied 1,367,800 1,367,800 1,367,800 Taxes estimated to be received 7,192, Taxes collected in year levied TOTAL RESOURCES 8,560,000 8,560,000 8,560,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail Adult Jail Program Juvenile Detention Program Interfund Transfer Out 40 Internal Services Fund (ISF) 47 Property Reserve Fund 48 Equipment Reserve Fund $6,853,500 $6,853,500 $6,853, , , , , , , ,000 62,000 62,000 Contingency/Fund Balance 49,700 49,700 49, (Rev ) Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE TOTAL REQUIREMENTS 8,560,000 8,560,000 8,560,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year 1

145 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Adult Jail & Juvenile Detention (17) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net $ - Fund Level - $ 7,197,900 $ 625,800 $ 6,572,100 - Sheriff - Adult Jail ,287,100 6,855,500 (5,568,400) - Juvenile - Detention ,000 1,029,000 (954,000) $ - $ - Total for Fund $ 8,560,000 $ 8,510,300 $ 49,700 2

146 SHERIFF ADULT JAIL to $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted/Sup Adopted Requirements Personal Services $0 $0 $0 $0 $4,793,400 Supplies $0 $0 $0 $0 $604,000 Fees and Services $0 $0 $0 $0 $843,600 Training and Travel $0 $0 $0 $0 $25,000 Facilities and Utilities $0 $0 $0 $0 $587,500 Other Expenditures $0 $0 $0 $0 $0 Interfund Transfers OUT $0 $0 $0 $0 $2,000 Total Requirements $0 $0 $0 $0 $6,855,500 Resources Fees and Charges for Services $0 $0 $0 $0 $372,600 Intergovernmental Revenues $0 $0 $0 $0 $659,600 Interfund Transfers IN $0 $0 $0 $0 $248,900 Other Revenues $0 $0 $0 $0 $6,000 Total Resources $0 $0 $0 $0 $1,287,100 FTE

147 SHERIFF Adult Jail Purpose of Program ORS Arrest and commit to prison all persons who break the peace, or attempt to break it, and all persons guilty of public offenses ORS The County must pay for the care of county prisoners. The Sheriff has custody and control of prisoners in the facility. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The Sheriff s Office uses technology to efficiently improve community outreach, communicate with the public, and provide enhanced services. With social media and the website, the Sheriff s Office is able to post press releases, inform the public about new programs and services, and regularly provide office statistics. The Sheriff has instituted question and answer sessions on social media to allow the public to ask questions about the office and get a direct response. Many citizens also use the Sheriff s Office as a convenient way to contact the office and get a timely response to their questions. Even with staffing at a minimum, the use of technology makes it possible for every citizen to communicate with the office and receive important information at little to no cost to the County. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. With federal funding dwindling, it is important to have other funding streams in order to keep mandated services. While the Sheriff s office continues to seek new revenue sources, four programs that generate the most revenue are Civil, Patrol, Jail, and Court Services. While these four programs are not fully selfsustaining, the revenue they generate helps to maintain a basic level of service. The Civil Division collects fees for paper service and concealed handgun permits. The fees collected provide funding for about half of the Civil Division budget. While there is no funding for the Patrol Division, contracts with the Oregon State Marine Board, Bureau of Land Management, and the U.S. Forest Service help to provide some level of service. For the upcoming fiscal year, these contracts will provide two full time positions and two seasonal positions. The Jail receives contracts and grants for jail beds that provide funding for half the Jail budget. Without this revenue, the Jail would not remain open. Court Services receives funding from the state that provide over half the funding for the program budget. The revenues brought in for Civil, Patrol, Jail, and Court Services should continue indefinitely. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. There are several ways the Sheriff s Office provides access to services to the citizens in an open professional manner. With updated software and streamlined processes, the Civil Division has increased its hours of operation. This allows two days for citizens to apply/renew their concealed handgun licenses, as well as the ability to accept papers for service from the public Monday Friday. Because we have limited staff in our Dispatch center, the Sheriff s Office has an online reporting system where citizens can report a crime from their home computer. If a citizen does not have a computer, there are computers available at substations and the lobby of the Jail. Volunteers at the substation are available to assist citizens in filing a report. The link to the online reporting system is located on the Sheriff s Office website. Also on the website are applications for concealed handgun licenses as well as a tool to search for current inmates lodged in the Jail. The Sheriff s Office is always trying to find ways to improve access to services given the current staffing levels. 4

148 SHERIFF Key Performance Indicators: Service Levels Actual Expected Budgeted Jail Total No. of People Booked 4,349 5,972 7,500 Jail Inmates Released BAR Beyond Available Resources 725 1,893 0 Jail Average Daily Population Jail Meals Served 147, , ,000 Fiscal Year & Anticipated Accomplishments: Regularly shared information and statistics with the public regarding Sheriff s Office operations through the website and social media The Jail received a 99% compliance rating in the most recent inspection by the Oregon State Sheriff s Association done in 2017 The Jail continues to receive a 100% compliance rating on food service inspections The Jail received favorable ratings from inspections by both Immigrations and Customs Enforcement and the US Marshals Service Jail staff received Inmate Classification Training to gain better knowledge on facility safety The Jail provides in custody court appearances for about 2,000 inmates each year The Jail transports over 500 inmates to other jails and prisons in Oregon each year Re implemented the church program for inmates lodged at the Adult Jail Received Justice Reinvestment funds from the Criminal Justice Commission for 10 Drug Treatment Beds in the Adult Jail Other sources of Jail revenue include the City of Grants Pass bed rentals, ICE/USM bed rentals, Parole and Probation beds, and DUII grant. In house mental health services for inmates in the Adult Jail are provided by Options for Southern Oregon Installation of a new camera system in the Adult Jail was completed to provide better security and safety to both Deputies and inmates All newly hired Deputies attend the DPSST Academy and receive their certification within one year Continue to utilize the Relias training software to provide staff with required training without travel costs 5

149 JUVENILE JUSTICE- DETENTION to $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $0 $0 $0 $0 $830,100 Supplies $0 $0 $0 $0 $53,000 Fees and Services $0 $0 $0 $0 $26,000 Training and Travel $0 $0 $0 $0 $7,100 Facilities and Utilities $0 $0 $0 $0 $52,800 Other Expenditures $0 $0 $0 $0 $0 Interfund Transfers OUT $0 $0 $0 $0 $60,000 Total Requirements $0 $0 $0 $0 $1,029,000 Resources Fees and Charges for Services $0 $0 $0 $0 $0 Intergovernmental Revenues $0 $0 $0 $0 $75,000 Interfund Transfers IN $0 $0 $0 $0 $0 Other Revenues $0 $0 $0 $0 $0 Total Resources $0 $0 $0 $0 $75,000 FTE

150 JUVENILE Detention Purpose of Program Juvenile Justice Detention Services are mandated in ORS 419A Felony youth referrals are received from law enforcement, evaluated by the District Attorney's Office for legal sufficiency and the course of disposition is prescribed by Juvenile Justice. Misdemeanor referrals are evaluated by Juvenile Justice. The program promotes community protection through accountability for youth, opportunity for reformation and justice for victims. Detention is often required pre/post hearing and serves to provide public safety. Detention outcomes have been reduced since 2012 closure of the facility. We have partnered with Jackson County and then Douglas County to get 3 bed rentals for the worst youth offenders. We intend to re open in due to voter approval of local option tax levy. The outcomes will be presented in the next year budget document. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. A budget goal of community outreach is accomplished in the geographical assignment of caseloads. In compliance with law, schools are advised of youth pending court and final dispositions. Juvenile Justice participates in quarterly meetings of law enforcement, schools and treatment providers. We maintain training standards via the Oregon Juvenile Department Director's Association (OJDDA). Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. Funding revenue from the state, office rent and fees account for some of the budget. The balance is required from property tax. The department and local leaders will continue to research a permanent solution to funding. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Our department strives to provide services in a professional manner at all times. Juveniles are referred to us via Grants Pass Police, Josephine County Sheriff, Oregon State Police and Federal agencies. Key Performance Indicators: Service Levels Actual Expected Budgeted Detention Beds with Douglas County Detention Beds at Josephine County Facility Effectiveness Measures: Recidivism rate (36.9% statewide av.) 33% 33% 31% Fiscal Year & Anticipated Accomplishments: Full implementation of contact standards based on risk to public safety and youth needs. Full implementation probation violation / sanction process as allowed by the limited number of contracted detention beds in Douglas County. Continued cooperation and utilization of detention bed contract with Douglas County Juvenile Department. Geographic assignment of cases, allowing juvenile probation officers more contact with schools and other community partners. 7

151 FUND LEVEL ADULT JAIL & JUVENILE DETENTION FUND to $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Interfund Transfers OUT $0 $0 $0 $0 $625,800 Total Requirements $0 $0 $0 $0 $625,800 Resources Beginning Fund Balance $0 $0 $0 $0 $0 Taxes $0 $0 $0 $0 $7,192,200 Other Revenues $0 $0 $0 $0 $5,700 Total Resources $0 $0 $0 $0 $7,197,900 FTE

152 Mental Health Fund

153 JOSEPHINE COUNTY, OREGON Table of Contents Mental Health Fund Fund Description... Budget Resources and Requirements... 1 Summary of Budgets Schedule A Two year view... 2 Program Descriptions... 4 Performance Indicators/Accomplishments... 5

154 JOSEPHINE COUNTY Mental Health Fund Description The Mental Health Fund was formed effective July 1, The County Commissioners act as the Mental Health Authority. The Authority has oversight responsibilities for the mental health programs that were transferred to non-profit organizations and/or other governmental agencies as of July 1, The County also administers the Alcohol and Drug programs. Major sources of revenue for this fund are mental health grants from the federal and state governments, which are passed through to the outside agencies that now administer the mental health programs. This Fund does not receive support from the County s General Fund. The adopted budget is in balance, which means that the budgeted requirements (expenditures and ending fund balance) are equal to the resources (beginning fund balance and revenues) that are estimated to be available during the budget year. In the pages that follow, a summary of the Mental Health Fund (Resources and Requirements) is presented first, followed by Schedule A, which summarizes the several programs in the fund. The department is then represented by a graph of expenditures for the proposed budget, the current year adopted budget, and the previous three years actual expenditures. The associated chart provides the same information in numerical values. Following the graph and chart is a narrative of the purpose of the programs.

155 Page Intentionally Blank

156 FORM LB 10 Historical Data Actual SPECIAL FUND RESOURCES AND REQUIREMENTS Mental Health (Fund 15) DESCRIPTION RESOURCES AND REQUIREMENTS Josephine County Budget for Next Year Third Preceding Second Preceding First Preceding Adopted Budget Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body 1 2 $207,388 $229,252 $301,544 $305,500 RESOURCES Cash on hand * (cash basis), or Beginning Fund Balance $727,500 $727,500 $727, Fees & Charges for Services ,354,328 5,606,415 7,335,626 6,500,500 Intergovernmental Revenues 6,936,500 6,936,500 6,936, Interfund Charges for Services 6 51,843 32,093 31,962 30,000 Interest and Other Revenues 34,000 34,000 34, Transferred IN, from other funds ,613,559 5,867,760 7,669,132 6,836,000 Total Resources, except taxes to be levied 7,698,000 7,698,000 7,698, ,613,559 5,867,760 7,669,132 6,836,000 Taxes estimated to be received Taxes collected in year levied TOTAL RESOURCES 7,698,000 7,698,000 7,698, REQUIREMENTS ** 15 Org Unit or Prog & Activity Object Classification 16 $95,393 $73,941 $78,693 $80,000 Personnel Services $85,900 $85,900 $85, ,208,157 5,399,314 6,801,313 6,480,900 Materials & Services 6,852,800 6,852,800 6,852, ,300 19,500 21,000 28,000 Interfund Transfer Out 40 Internal Services Fund (ISF) 31,800 31,800 31, ,000 43,000 46,000 43, Internal Services Fund for MH Authority Admin 43,000 43,000 43, ,000 10, Adult Corrections Admin , Juvenile Justice Admin 7,500 7,500 7, ,457 20,461 20,463 22,000 Debt Service 22,000 22,000 22, ,600 Contingency/Fund Balance 655, , , , , ,663 Ending balance (prior years) ,613,559 5,867,760 7,669,132 $6,836,000 UNAPPROPRIATED ENDING FUND BALANCE TOTAL REQUIREMENTS $7,698,000 $7,698,000 $7,698,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) Detail 1

157 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Mental Health Fund (15) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net - $ 95,000 $ 95,000 $ - MH Admin $ 94,000 $ 94,000 $ - - 4,750,000 4,750,000 - MH Pass Through ,785,000 5,785, , ,000 - A&D Program Admin , , , ,000 - A&D Pass Through ,267,000 1,267, ,236,000 $ 6,236,000 $ - Total for Fund 1.00 $ 7,698,000 $ 7,698,000 $ - 2

158 MENTAL HEALTH to $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Pers onal Services $95,393 $73,941 $78,693 $80,000 $85,900 Supplies $19,888 $18,289 $27,928 $29,700 $64,400 Fees and Services $5,170,846 $5,256,257 $6,679,784 $5,802,500 $6,730,900 Training and Travel $16,308 $53,534 $74,778 $48,100 $55,000 Facilities and Utilities $0 $21,234 $18,823 $600 $2,500 Other Expenditures $1,116 $50,000 $0 $0 $0 Debt Service $20,457 $20,461 $20,463 $22,000 $22,000 Interfund Trans fers OUT $60,300 $72,500 $77,000 $78,500 $82,300 Total Requirements $5,384,307 $5,566,216 $6,977,469 $6,061,400 $7,043,000 Resources Taxes $0 $0 $0 $0 $68,000 Fees and Charges for Services $25,168 $29,744 $106,741 $28,000 $28,000 Intergovernmental Revenues $5,354,328 $5,606,415 $7,260,847 $5,900,500 $6,868,500 Other Revenues $26,674 $2,349 $0 $2,000 $6,000 Total Resources $5,406,170 $5,638,509 $7,367,588 $5,930,500 $6,970,500 FTE

159 MENTAL HEALTH Purpose of Programs Administration The Mental Health Authority has oversight responsibilities for the mental health programs transferred to non-profit organizations and/or other governmental agencies as of July 1, The County also administers the Alcohol and Drug programs. The Mental Health Authority administers the contracting for grants received from federal and state agencies and the local grantee organizations. Mental Health Pass-Through This program accounts for Mental Health pass-through grant funds (funding received from the State of Oregon OHA/HSD and passed directly to the service provider in Josephine County). The grant is to provide mental health services to the citizens of Josephine County. Expenditures equal revenues and are recorded as Contractual Services. Alcohol & Drug Programs/Admin Oregon Revised Statutes: (4) and (1) authorize the Oregon Department of Oregon Health Authority to assist Oregon counties in the establishment and financing of community mental health, developmental disability, and addiction programs operated or contracted for by the County. The Substance Abuse and Problem Gambling Prevention programs are under Oregon Health Authority, Administrative Rules: ; 0035; 0040; and Alcohol & Drug Programs/Planning & Pass Through Oregon Revised Statutes: (4) and (1) authorize the Oregon Department of Oregon Health Authority to assist Oregon counties in the establishment and financing of community mental health, developmental disability, and addiction programs operated or contracted for by County.Some of the Program funds are pass-through funds to alcohol, other drugs, and problem gambling prevention, intervention, and treatment providers. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The Local Alcohol and Drug Planning Committee and the Josephine County Prevention Team developed a County Prevention plan in partnership with community members, agencies, coalitions and the County Prevention Coordinator. The prevention plan was developed as part of a public process that looked at County Data around substance use/abuse issues and problem gambling and identifying services and programs that need to be provided. The County Prevention Plan is available for review in the Prevention Coordinators office. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Sustainable funding for all mandated and essential programs of the A&D Program is based on the funds received from the State. The program has also received grant funds from Federal and Foundation funders when funding opportunities are available and the program has the capacity to implement such funding opportunities. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Services provided by the A&D Program are open to all Josephine County citizens. Citizens are encourage to submit an application to serve on the Local Alcohol and Drug Planning Committee. Minutes of all meetings are available and meeting notices are posted at the Courthouse. Any subcontract of funds is an open and public process and open to any provider or community group to apply. 4

160 MENTAL HEALTH Key Performance Indicators: Service Levels Actual Expected Budgeted Students in College Dreams Freshman Success Class # of sessions Smart Move ( Middle School) Strengthening Families Curriculum Every middle school Every middle school Fiscal Year & Anticipated Accomplishments: Ten community member have become Certified Prevention Specialist after attending a prevention specialist cohort. Every 6 th grade class in Josephine County s 2 school districts received SMART Moves curriculum 23 families successfully completed Strengthening Families Curriculum 530 Freshman attended one or more sessions of Freshman success class. 15 Community Training reaching over 900 community members Media Campaign address Underage Drinking and Senior Risky Behavior of gambling. 5

161 Special Revenue Funds

162 JOSEPHINE COUNTY, OREGON Table of Contents Special Revenue Funds Fund Number and Name 14 Public Health Grant Projects Fund Building Safety Fund Court Security Fund Fairgrounds Fund Parks Fund Transit Fund Animal Shelter & Control Fund Clerk Records Fund DA Forfeiture Fund DA Special Programs Fund Juvenile Justice Special Programs Fund Public Land Corner Preservation Fund Public Works Special Program Fund... 56

163 FORM LB 10 Historical Data Actual SPECIAL FUND RESOURCES AND REQUIREMENTS Public Health Josephine County 2,535,292 2,183,196 2,762,263 3,051,000 Total Resources, except taxes to be levied 2,891,000 2,891,000 2,891,000 0 Taxes estimated Property Taxes (Animal Control) 0 Taxes collected Property Taxes (Animal Control) 2,535,292 2,183,196 2,762,263 3,051,000 TOTAL RESOURCES 2,891,000 2,891,000 2,891,000 REQUIREMENTS ** (Fund 14) DESCRIPTION RESOURCES AND REQUIREMENTS Budget for Next Year Third Preceding Second Preceding First Preceding Adopted Budget Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $52,628 $171,859 $364,438 $501,900 Cash on hand * (cash basis), or Beginning Fund Balance $506,900 $506,900 $506, , , , ,700 Fees & Charges for Services 739, , ,800 1,322,672 1,223,773 1,300,331 1,596,300 Intergovernmental Revenues 1,484,400 1,484,400 1,484, Interfund Charges for Services ,486 15, ,782 17,100 Interest and Other Revenues 9,900 9,900 9,900 Transferred IN, from other funds 85, General Fund for Animal Control ,000 45,000 25,000 25, General Fund for Solid Waste Program , , , , General Fund for Administration/Clinic 150, , ,000 Org Unit or Prog & Activity Object Classification Detail $1,443,466 $1,082,500 $1,211,650 $1,555,900 Personnel Services $1,580,200 $1,580,200 $1,580, , , , ,500 Materials & Services 746, , ,800 Interfund Transfer Out 211, , , , Internal Services Fund (ISF) 213, , , , Internal Services Fund Grant Support 34,800 34,800 34,800 1,400 1,400 1,400 1, Public Works Radio Infrastructure Public Safety Radio Infrastructure Property Reserve Animal , Equipment Reserve 2,600 2,600 2, ,800 Contingency/Fund Balance 313, , , , , ,865 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 2,535,292 2,857,430 2,762,263 $3,051,000 TOTAL REQUIREMENTS $2,891,000 $2,891,000 $2,891,000 removed Animal (14 15 to 17 18) *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) moved to fund 26 1

164 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Public Health (14) Budget Program Name Budget FTE Resources Requirements Net FTE Resources (without Gen Fund) Requirements Net 0.17 $ 303,000 $ 303,000 $ Admininstration 0.10 $ 254,700 $ 254,700 $ ,000 95, Vital Records , , , , Clinic- Child Adol. Health , , , ,000 (63,000) Clinic- Comm. Preventable Disease , ,100 (53,000) , ,000 (69,000) Clinic- Immunizations , ,800 (77,000) , , Clinic- Tobacco/Healthy Community , , ,000 38,000 (12,000) Clinic- Perinatal ,400 38, ,000 50,000 (21,000) Clinic- Reproductive Health (Family Plan) ,600 68,600 (20,000) , , Clinic- HCSSO Healthy Start , , , , Clinic- Community Health (AllCare) , , ,206,000 1,206, Animal Protection & Regulation (moved to fund 26) , , Women Infant & Children (WIC) , ,500 * - (57,000) ,000 14, Environmental- Air Quality ,000 14,000 - *not gen fund , , Environmental- Drinking Water ,200 95, , , Environmental- Emergency Prep ,000 87, , , Environmental- Enviro. Safety , ,400-57, ,000 65,000 (25,000) Environmental- Solid Waste ,000 36,000 - *offset WIC ,067,000 $ 4,257,000 $ (190,000) Total for Fund $ 2,740,600 $ 2,890,600 $ (150,000) Gen Fund Support $ 150,000 Gen Fund Support $ 2,890, Animal Shelter & Control (in fund 26) ,391, , ,800 2

165 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Budget Program Name Budget Requirements (w/o FTE Resources Requirements Net FTE Resources Contingency) Net 0.17 $ 303,000 $ 303,000 $ Admininstration 0.10 $ 254,700 $ 254,700 $ ,000 78,500 16, Vital Records ,000 96,900 30, , ,500 3, Clinic- Child Adol. Health , ,000 12, , ,900 21, Clinic- Comm. Preventable Disease , , , , Clinic- Immunizations , , , , Clinic- Tobacco/Healthy Community , , ,000 38, Clinic- Perinatal ,400 38, ,000 50, Clinic- Reproductive Health (Family Plan) ,600 68, , ,000 45, Clinic- HCSSO Healthy Start , ,000 10, , , , Clinic- Community Health (AllCare) , , , ,206, , , Animal Protection & Regulation (moved to fund 26) , ,000 8, Women Infant & Children (WIC) , ,500 * (57,000) ,000 14, Environmental- Air Quality ,000 14, , , Environmental- Drinking Water ,200 95, , , Environmental- Emergency Prep ,000 87, , ,000 76, Environmental- Enviro. Safety , ,900 * 168,500 *using $57k ,000 45,000 20, Environmental- Solid Waste ,000 36,000 - for WIC total expense ,257,000 $ 3,575,400 $ 681,600 Total for Fund $ 2,890,600 $ 2,577,000 $ 313,600 $ 2,890, Animal Shelter & Control (in fund 26) ,391, , ,800 3

166 PUBLIC HEALTH to $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $1,443,466 $1,390,807 $1,651,632 $2,107,500 $1,580,300 Supplies $295,109 $184,137 $265,946 $32,100 $157,800 Fees and Services $60,288 $280,749 $490,162 $540,900 $366,400 Training and Travel $24,397 $35,474 $57,288 $50,300 $35,300 Facilities and Utilities $170,569 $176,001 $186,694 $185,900 $139,100 Other Expenditures $83,988 $65,894 $105,541 $105,700 $48,100 Interfund Transfers OUT $213,100 $234,700 $290,812 $353,000 $250,400 Total Requirements $2,290,917 $2,367,762 $3,048,075 $3,375,400 $2,577,400 Resources Taxes $0 $500,904 $531,243 $535,000 $0 Fees and Charges for Services $824,663 $809,268 $1,073,340 $985,700 $739,800 Intergovernmental Revenues $1,351,067 $1,234,909 $1,424,393 $1,596,500 $1,472,400 Interfund Transfers IN $230,000 $210,000 $170,000 $190,000 $150,000 Other Revenues $76,934 $43,985 $3,198,976 $47,200 $21,900 Total Resources $2,482,664 $2,799,065 $6,397,951 $3,354,400 $2,384,100 FTE

167 PUBLIC HEALTH Purpose of Programs The Josephine County Public Health Department serves the public by providing essential health related resources and protections according to OAR each citizen of this state is entitled to basic health services which promote and preserve the health of the people of Oregon. Administration Provision of leadership, planning and outreach are all mandated functions of a Public Health department as defined in ORS 431, and throughout OAR 333, and specific priorities under OAR 333, Division 14. Vital Records This program provides birth and death certificates in a timely manner per requests from individuals, physicians, and local hospital and mortuary services. Vital Records are mandated by ORS 432 and OAR 333, Division 11. Child Adolescent Health This area encompasses a variety of services and programs including sports physicals, paternity testing, Multi Disciplinary Team (MDT), Babies First and CaCoon Targeted Case Management nurse home visiting programs. These programs are mandated public health programs under OAR and ORS (for MDT). Communicable Preventable Disease Communicable Disease investigations include but are not limited to TB, Breast and Cervical Cancer, Norovirus, West Nile Virus and Sexually Transmitted Diseases, as well as zoonotic diseases (animal) that may affect humans adversely, and food borne illness investigation with Environmental Health. Communicable Disease prevention, education and reporting are mandated through ORS , , (2)(a), and defined through OAR 333, Divisions 14, 17, 18, 19. Immunization Immunization services provide required vaccinations for school aged children, adult vaccines for health, and travel vaccines. These services and education are mandated by ORS , , and OAR 333. Divisions Tobacco Prevention These programs work together to reduce tobacco related and other chronic diseases in our community. Which meet the mandate for health education and outreach as listed in OAR 333, Divisions 10, 15 and the TPEP program provides local enforcement of the Indoor Clean Air Act of Perinatal Health Programs under this area include: Maternity Case Management (nurse home visiting), Oregon Mothers Care (OHP support). All are defined under OAR Reproductive Health/Family Planning Reproductive Health services include Family Planning, Sexually Transmitted Disease testing and treatment, pregnancy testing, women s annual exams. This program is mandated under OAR and OAR 333, Divisions 4, 10, 24. Healthy Start Health Care Coalition of Southern Oregon contracts with Public Health to provide outreach, case management and service coordination to women residing in rural areas of the county. The purpose of the healthy start initiative is to reduce disparities in infant mortality and adverse perinatal health outcomes. Community Health AllCare Health has contracted with Public Health to provide this program. Community Health will help parents get their children on an early development path to improved thinking, learning and growth with an emphasis on healthy habits. 5

168 PUBLIC HEALTH Woman Infant and Children (WIC) WIC provides nutrition education classes, promotes breastfeeding, provides outreach to the community, and provides services in outlying communities. The WIC program is mandated under OAR and Divisions Air Quality Purpose of Program The Department of Environmental Quality (DEQ) mandates and funds education, outreach and monitoring of illegal burning activities. See OAR 340, Division 264, and Federal Environmental Protection Agency (EPA) Clean Air Act of Drinking Water Environmental Protection The drinking water program monitors water systems throughout the County. See ORS 468B and OAR 333, Division 61. Emergency Preparedness/ Bioterrorism This encompasses the State Emergency Preparedness grant, administrative funding for Emergency Medical services (EMS) & the federally funded preparedness grant. See OAR 200, 250, 255, 260. And OAR 333, Division 3. Environmental Community Safety Facility inspections include mobile, temporary and full service restaurants, Bed and Breakfasts, spas, pools, hotels, motels, school food service, and non profit food service. The program is mandated under and defined under OAR 333, Divisions 12, 29, 39, 60, 62, 157, 158, 160, 162, 170, and 175. Solid Waste Program objectives include successful cleanup of properties with Solid Waste issues to reduce vectors, disease risk, air quality as well as sight issues as mandated by the Josephine County Solid Waste Nuisance Abatement ordinance, Public Health Strategic Vision Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Encourage fiscal responsibility among all Public Health departments. Provide efficient and effective procurement services by employing sound purchasing methods. Continue progress toward enhanced use of program measurements in the budget and operational decision making process. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. Encourage fiscal responsibility among all Public Health departments. Enhance financial stability with an emphasis on cost reduction and program efficiency. 6

169 PUBLIC HEALTH Continue focus on long term financial planning, including a 3 and 5 year total revenue and total expenditure projection for general fund/general purpose operations. Create stronger sustainability through aggressively creating a work environment that is conducive to long term retention of employees while providing specialized services and skills to our clientele. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Efficiently provide our citizens and the tax paying public with high quality products and services within a healthy work environment, encouraging cooperation, honesty, integrity and respect. Continue responding efficiently to requests by elected officials and county staff for financial information and analysis. Report the financial position and economic condition of the County in an accurate, timely, consistent, and reliable manner. Encourage and model open communication and equal consideration, fostering a reputation for fairness with the local business community Key Performance Indicators: Service Levels Actual Expected Budgeted VR: Births & Deaths Registered 1,864 1,775 2,000 VR: Certificates Issued 4,900 5,500 5,750 # of immunizations given to children 0 19 yrs. 7,300 6,594 7,000 # of flu immunizations given 6,400 6,400 4,000 # of other immunizations given to adults 900 1, # of Maternity Case Management home visits or contacts # of Babies First visits/cacoon visits Family Planning: # of clients served (client visits) CPD: Communicable disease investigations CPD: Communicable disease calls received and action taken 950 1,270 1,200 CPD: Clients diagnosed with active TB Air: # of illegal open burning complaints received Air: # of air quality hotline telephone message inquiries 83,657 85,000 86,000 Water: # of public water systems Water: # of non compliers investigated Food: # of licensed food service facilities Food: Total # of inspections required per year Food: # of facilities requiring plan reviews Food: # of temporary food licenses issued Hotel/Pool: # of licensed facilities Solid Waste: # of solid waste complaints received Fiscal Year and Expected Accomplishments: Overcame years of delays to pass the Area Service Plan (ASA) & award a contract for Emergency Medical Services for County. Facilitated getting a $30,000 grant from Allcare Health, which allowed the County to purchase the Lillis House to support Public Safety & the Local Public Safety Coordinating Council. Supported public health emergency preparedness work during wildfires (air quality concerns), Ebola & Zika outbreak concerns. Re implement Breast and Cervical Cancer Program act as case manager for Josephine County. Obtained a 2 year CDC grant with Curry & Coos Counties to hire a staff person to work on Opioid Overdose Prevention. Obtained a grant to hire 2 Community Health Workers; one to work with the school districts and the other with UCAN, Goodwill & DHS to help connect people with services that they need. Reopening well woman and immunization services at the clinic in Cave Junction. Entered into unique public/private partnership with Allcare Health that has resulted in decreasing the cost and size of government while increasing the availability of services to county citizens. Implemented an electronic medical record system. 7

170 RESOURCES AND REQUIREMENTS GRANT PROJECTS FUND (16) Josephine County Historical Data Budget for Next Year Actual Adopted Budget DESCRIPTION Approved By Third Second First First Preceding Proposed By Adopted By Preceding Year Preceding Year Preceding Year RESOURCES AND REQUIREMENTS Budget Year Budget Officer Governing Body Committee RESOURCES $ 2,066,733 $ 1,953,944 $ 1,797,389 $ 1,394,000 Beginning Fund Balance $ 895,000 $ 895,000 $ 895,000 Revenues generated by programs: 514, , ,141 - Title III - SRS ,360 86,640 - CDBG 850, , , , , , ,000 Economic Development 440, , ,000 6,304 20,764 7,152 4,000 Interest and Other Income 4,500 4,500 4,500 Interfund Transfers: , Fair for Econ Dev loan 6,500 6,500 6,500 $ 2,905,072 $ 3,119,766 $ 2,766,188 $ 1,796,000 TOTAL RESOURCES $ 2,196,000 $ 2,196,000 $ 2,196,000 REQUIREMENTS $ - $ - $ 835 $ 4,000 Title III-PL (old) $ - $ - $ - 160,677 $ 200, , ,000 Title III SRS (new) 615,000 $ 615, , ,361 86,639 - CDBG 850, , , , , , ,000 Economic Development 395, , ,500 Interfund Transfers: - 24,000 24,000 24,000 Title III SRS GF - Forestry Title III PL for: 36, General Fund - Forestry ,000 25, Emergency Management , , ,000 70, Public Safety Fund - Sheriff , , , Adult Corrections Fund ,000 25,000 25, Internal Services Fund - Title III Administration Economic Development for: 35,000 20,000 20,000 80, General Fund - Community Dev't ~ Planning 57,500 57,500 57,500 20,000 20,000 20,000 20, Fairgrounds Fund 20,000 20,000 20,000 20,000 20,000 58,070 20, Parks Fund 20,000 20,000 20,000 30,000 60, , ,600 51/52 - Airports Fund - IV Airport 30,000 30,000 30, /52 - Airports Fund - IV Airport Indust. Park Project 100, , , , Property Reserve Fund - County Projects 20,000 20,000 20, , Equipment Reserve Fund - County Projects , Fund balance - transfer to Veterans in Gen Fund 339,400 Contingency / Ending Fund Balance 88,000 88,000 88,000 $ 951,128 $ 1,322,377 $ 1,311,689 $ 1,796,000 TOTAL REQUIREMENTS $ 2,196,000 $ 2,196,000 $ 2,196,000 1,953,944 1,797,389 1,454,499 Ending Fund Balance $ 3,608,416 $ 2,905,072 $ 2,766,188 TOTAL ACTUAL 8

171 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Grant Projects Fund (16) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net - $ 715,000 $ 715,000 $ - Economic Development $ 643,000 $ 643,000 $ ,000 74,000 - Title III PL ,000,000 1,000,000 - Title III SRS2008/ / , , Comm. Dev Block Grant , , ,789,000 $ 1,789,000 $ - Total for Fund - $ 2,196,000 $ 2,196,000 $ - 9

172 GRANT PROJECTS to $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $868 $2,023 $13,543 $0 $0 Fees and Services $238,805 $740,195 $611,016 $921,000 $1,860,500 Training and Travel $58,000 $500 $60 $0 $0 Facilities and Utilities $0 $659 $0 $0 $0 Interfund Transfers OUT $653,455 $579,000 $687,070 $483,600 $247,500 Total Requirements $951,128 $1,322,377 $1,311,690 $1,404,600 $2,108,000 Resources Intergovernmental Revenues $832,034 $1,157,361 $957,755 $391,000 $1,290,000 Interfund Transfers IN $0 $0 $0 $0 $6,500 Other Revenues $6,304 $8,462 $11,043 $4,000 $4,500 Total Resources $838,338 $1,165,822 $968,798 $395,000 $1,301,000 FTE

173 GRANT PROJECTS Purpose of Program This fund accounts for several grant funds received from federal, state, and local agencies. Economic Development Purpose of Program This program accounts for Oregon Lottery funds from the state of which are restricted for use in economic development activities. Title III (PL ) Purpose of Program This program accounts for the use of O&C Title III PL monies which are restricted for uses tied to federal forest lands. Among such uses authorized are search & rescue, emergency services, community service work camps, conservation, forest related education and fire prevention programs. Title III/SRS 2012 Purpose of Program This program accounts for the use of SRS 2012/2016 Title III funds which are restricted for uses tied to federal forest lands. Among such uses authorized are reimbursement for search & rescue operations, Firewise Community program, and the community wildfire protection program. Community Development Block Grant Purpose of Program This is a pass through program for community development block grants awarded by State of Oregon (Business Oregon) for housing projects in Josephine County. 11

174 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Building Safety Fund (Fund 20) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $1,301,965 $1,137,587 $918,920 $758,700 Cash on hand * (cash basis), or Beginning Fund Balance $771,100 $771,100 $771, , , , ,700 Fees & Charges for Services 602, , , Intergovernmental Revenues Interfund Charges for Services ,346 4,090 4, Interest and Other Revenues Transferred IN, from other funds 37,900 40, Insurance Reserve Fund ,744,938 1,603,564 1,416,641 1,210,000 Total Resources, except taxes to be levied 1,374,000 1,374,000 1,374,000 Taxes estimated to be received Taxes collected in year levied 1,744,938 1,603,564 1,416,641 1,210,000 TOTAL RESOURCES 1,374,000 1,374,000 1,374,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $447,705 $451,030 $384,218 $402,000 Personnel Services $586,100 $586,100 $586, , , , ,000 Materials & Services 179, , ,900 Interfund Transfer Out 53,800 60,000 54,600 54, Internal Services Fund (ISF) 76,700 76,700 76, ,000 21, General Fund Planning Ordinance , General Fund Planning Software ,400 1,400 1,400 1, Public Works Radio Infrastructure ,900 2,900 2,900 2, Public Safety Radio Infrastructure (Rev ) 586,600 Contingency/Fund Balance 531, , ,300 1,137, , ,017 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 1,744,938 1,603,564 1,416,641 1,210,000 TOTAL REQUIREMENTS 1,374,000 1,374,000 1,374,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year 12

175 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Building Safety (20) Building Safety Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 3.86 $ 955,000 $ 955,000 - Bldg Safety, Permits, Inspection 5.75 $ 1,047,500 $ 1,047, , ,000 - Electrical Permits, Inspection , , ,207,000 $ 1,207,000 $ - Total for Fund 6.75 $ 1,374,000 $ 1,374,000 $ - 13

176 BUILDING SAFETY to $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $447,705 $451,030 $384,218 $402,000 $586,100 Supplies $6,656 $11,170 $7,444 $9,100 $32,600 Fees and Services $45,444 $108,610 $102,432 $80,000 $74,300 Training and Travel $7,071 $8,562 $10,572 $10,100 $21,000 Facilities and Utilities $40,685 $38,390 $41,015 $35,700 $45,300 Other Expenditures $1,690 $2,583 $3,042 $4,100 $6,700 Interfund Transfers OUT $58,100 $64,300 $78,900 $79,400 $76,700 Total Requirements $607,351 $684,644 $627,624 $620,400 $842,700 Resources Fees and Charges for Services $400,727 $421,887 $493,440 $447,700 $602,000 Interfund Charges for Services $37,900 $40,000 $0 $0 $0 Other Revenues $4,346 $4,089 $4,281 $600 $900 Total Resources $442,973 $465,977 $497,721 $448,300 $602,900 FTE

177 BUILDING SAFETY Purpose of Program The Josephine County Building Safety Division is housed in the Community Development Department. The Division operates on permit and plan review fees as provided for in ORS (3)(a). Per ORS (3)(c), the funds collected are dedicated and used solely for the Building Safety Division. The Division enforces the state health and safety building related codes, in particular, the Oregon Specialty Code. The Building and Safety program is designed to provide safe buildings and structures and to assist citizens who propose to build within the county (outside of the city of Grants Pass) information about codes, rules and regulations. Budget Goal #1 Provide community outreach and communication to the public in the most efficient manner and provide enhanced service to citizens by: Staff is available at the office counter and by phone or electronic means to answer questions and provide guidance. Inspectors are in the field daily meeting individually with contractors and landowners to provide education and assistance. In an attempt to make the public s permit application process easier, and provide the ability for the user to track where their application is in the review process, the Department will be implementing an online permitting software program in the coming year. Department policies require staff to return all phone calls within 24 hours. Budget Goal #2 Develop a sustainable plan for all mandated and essential County programs by: Fees are established to cover the costs of services and are regulated by the state. Fees are designed to cover program expenses with no general fund support. Fees help establish a reserve fund to ensure expenses are covered during years with less permit activity and diminished revenues. A citation ordinance is desired to cover a portion of the expenses for the enforcement of the codes. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and efficient manner by: The proposed online permitting software will substantially improve efficiency in the permitting process. The division has been scanning its documents to allow all property files to be accessed electronically, thereby increasing efficiency, accuracy and access. The updated County and Department policies on access to public records will ensure the public can review documents in a timely fashion and be treated consistently. Key Performance Indicators: 2017 SERVICE LEVEL 2016 ACTUAL New Residential Development Permits (Does not incl. additions) EXPECTED 2018 BUDGETED New Commercial Development Permits Total All Permits (Electrical, etc.) 2,438 3,048 3,048 Total Inspections 3,944 4,930 4,930 15

178 BUILDING SAFETY Fiscal Year Accomplishments: Consolidated the Building and Safety Department with the Planning Department to create a new department, the Community Development Department. Identified, and budgeted for, Building Safety staff planning and education to identify needs and make the program more cost effective and efficient. Partnered with the remainder of the Department and a firm to develop an online permitting software system to go live fall On going education and training in codes related to emerging industries and uses. Began a coordinated approach with the Planning Division to ensure all Community Development staff are familiar with Building Safety codes to better serve the public through education and referrals. 16

179 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Court Security (Fund 22) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $23,282 $17,034 $14,786 $9,800 Cash on hand, or Beginning Fund Balance $10,800 $10,800 $10, Fees & Charges for Services ,830 62,206 66,568 65,200 Intergovernmental Revenues 64,100 64,100 64, Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds ,236 79,328 81,428 75,000 Total Resources, except taxes to be levied 75,000 75,000 75,000 Taxes estimated to be received Taxes collected in year levied 87,236 79,328 81,428 75,000 TOTAL RESOURCES 75,000 75,000 75,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $0 $0 $0 $0 Personnel Services $0 $0 $0 70,202 64,542 65,000 70,000 Materials & Services 70,000 70,000 70, Interfund Transfer Out ,000 Contingency/Fund Balance 5,000 5,000 5,000 17,034 14,786 16,428 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 87,236 79,328 81,428 75,000 TOTAL REQUIREMENTS 75,000 75,000 75,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 17

180 COURT SECURITY to $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 FY FY FY FY FY Fees and Servi ces $70,202 $64,542 $65,000 $70,000 $70,000 Total Requirements $70,202 $64,542 $65,000 $70,000 $70,000 Resources Fees and Charges for Servi ces $63,830 $62,206 $66,642 $65,200 $64,100 Other Revenues $124 $88 $0 $0 $100 Total Resources $63,954 $62,294 $66,642 $65,200 $64,200 FTE

181 COURT SECURITY Purpose of Program To provide a safe and secure work environment for state courts, its officers, employees and patrons. This fund receives court fines from the state which cover some costs for security provided by the Sheriff's office. ORS Attend, upon call, the Supreme Court, Court of Appeals, Oregon Tax Court, Circuit Court, Justice Court, or County Court held within the County, and to obey its lawful orders or directions. 19

182 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Fairgrounds Fund (Fund 23) Josephine County (Name of Municipal Corporation) Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $14,175 $68,573 $51,049 $21,500 Cash on hand * (cash basis), or Beginning Fund Balance $25,000 $25,000 $25, , , , ,300 Fees & Charges for Services 586, , ,200 50,964 50,964 53,667 53,300 Intergovernmental Revenues 53,600 53,600 53,600 Interfund Charges for Services ,703 42,566 41,853 60,900 Interest and Other Revenues (donations) 73,200 73,200 73,200 Transferred IN, from other funds 10 General Fund support ,000 20,000 20,000 20, Grant Projects Fund Economic Development 20,000 20,000 20, , , , ,000 Total Resources, except taxes to be levied 758, , ,000 Taxes estimated to be received Taxes collected in year levied 647, , , ,000 TOTAL RESOURCES 758, , ,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification $74,982 $90,918 $184,039 $207,800 Personnel Services $252,500 $252,500 $252, , , , ,100 Materials & Services 411, , ,400 Interfund Transfer Out 53,700 58,300 59,500 62, Internal Services Fund (ISF) 66,400 66,400 66,400 21,200 33,200 33,400 21, Property Reserve Fund 21,200 21,200 21,200 7, Grants Fund Economic Dev loan payback 6,500 6,500 6,500 Detail 4,800 Contingency/Fund Balance ,573 51,050 30,507 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 661, , , ,000 TOTAL REQUIREMENTS 758, , ,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 20

183 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Fairgrounds Fund (23) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 2.55 $ 130,100 $ 460,500 $ (330,400) Administration $ 159,300 $ 173,800 $ (14,500) - 353, , ,600 County Fair , ,400 (9,800) - 52,000 7,300 44,700 Horse Racing ,600 11, ,900 Special Events , ,800 24, ,000 $ 721,200 $ 4,800 Total for Fund 3.75 $ 758,000 $ 758,000 $ - 21

184 FAIRGROUNDS to $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $74,982 $90,918 $184,039 $207,800 $252,500 Supplies $18,429 $22,270 $23,415 $26,800 $23,700 Fees and Services $265,934 $280,804 $235,537 $201,800 $197,000 Training and Travel $2,392 $2,098 $2,274 $12,500 $9,400 Facilities and Utilities $148,156 $169,366 $174,274 $171,300 $172,000 Other Expenditures $8,233 $9,325 $10,832 $10,700 $9,300 Interfund Transfers $74,900 $91,500 $92,900 $83,300 $94,100 Total Requirements $593,026 $666,281 $723,271 $714,200 $758,000 Resources Fees and Charges for Services $474,581 $535,228 $587,209 $570,300 $586,200 Intergovernmental Revenues $50,964 $50,964 $53,667 $53,300 $53,600 Interfund Transfers $20,000 $20,000 $20,000 $20,000 $20,000 Other Revenues $101,879 $42,566 $41,853 $60,900 $73,600 Total Resources $647,423 $648,758 $702,729 $704,500 $733,400 FTE

185 FAIRGROUNDS Purpose of Program The mission of the Josephine County Fairgrounds and Fair Board is to provide a year round, safe, clean, family oriented multi use facility to strengthen and promote the agricultural, 4H, and FFA traditions and the educational, economic, social and entertainment opportunities available to the community. 1. Improve Community outreach and communication to the public by investing in technology that will improve efficiencies within County Departments and provide enhanced service to citizens. The Fairgrounds Manager and the Fair Board remain committed to getting information about the fairgrounds out into the community. We have developed our new website. We are already part of Facebook, Pinterest, Twitter and Instagram and planning to partner with Project A along with other Oregon Fairs to develop a mobile app for our fair to obtain instant feedback on our entertainment, displays and services. 2. Develop a sustainable plan for all mandated and essential County government programs. The Fairgrounds has the potential to generate funds that some other departments don t have, therefore we think it would be beneficial to capitalize on as much rental potential as possible, keeping expenses under tight control and continuing to cultivate new revenue sources. 3. Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. It is our goal to provide information on the events and services we provide through our websites, social media outlets, public service announcements, our open public meetings, newspapers, radio and information from our office that is open to the public Tuesday through Friday from 9AM to 5PM with an after hours number for emergencies. We also benefit from the advertising of other organizations that rent our facilities for their events. We help them get their advertising to free local sources such as our website, calendar, the Chamber of Commerce Calendar, our reader board, television and radio station calendars. Administration Purpose of Program The purpose of the Josephine County Fairgrounds is to serve the citizens of Josephine County and Southern Oregon in an atmosphere of education, competition, and entertainment. The Fairgrounds serves as a community center for the citizens of the community, offering year round activities for all, in a setting that relates to our heritage, current customs and future dreams. County Fair Purpose of Program This is our annual County Fair event, typically taking place in August. This event is put on with coordination and oversight by the Fair Board and Josephine County. Horse Racing Purpose of Program Josephine County no longer operates a horse racing event directly. The horse races are operated by Southern Oregon Racing Commission and typically take place end of June through early July annually. Special Events Purpose of Program Josephine County Fairgrounds facilities are for year round events and this program tracks this. These events vary from gun and knife shows to wedding events and community swap meets and Saturday markets. There are many facilities available to rent at the Josephine County Fairgrounds. 23

186 FAIRGROUNDS Purpose of Programs The mission of the Josephine County Fairgrounds and Fair Board is to provide a year round, safe, clean, family oriented multi use facility to strengthen and promote the agricultural, 4H, and FFA traditions and the educational, economic, social and entertainment opportunities available to the community. Administration The purpose of the Josephine County Fairgrounds is to serve the citizens of Josephine County and Southern Oregon in an atmosphere of education, competition, and entertainment. The Fairgrounds serves as a community center for the citizens of the community, offering year round activities for all, in a setting that relates to our heritage, current customs and future dreams. County Fair Event This is our annual County Fair event, typically taking place in August. This event is put on with coordination and oversight by the Fair Board and Josephine County. Special Events Josephine County Fairgrounds facilities are for year round events and this program tracks this. These events vary from gun and knife shows to wedding events and community swap meets and Saturday markets. There are many facilities available to rent at the Josephine County Fairgrounds. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The Fairgrounds Manager and the Fair Board remain committed to getting information about the fairgrounds out into the community. We have developed our new website. We are already part of Facebook, Pinterest, Twitter and Instagram and planning to partner with Project A along with other Oregon Fairs to develop a mobile app for our fair to obtain instant feedback on our entertainment, displays and services. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. The Fairgrounds has the potential to generate funds that some other departments don t have, therefore we think it would be beneficial to capitalize on as much rental potential as possible, keeping expenses under tight control and continuing to cultivate new revenue sources. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. It is our goal to provide information on the events and services we provide through our websites, social media outlets, public service announcements, our open public meetings, newspapers, radio and information from our office that is open to the public Tuesday through Friday from 9AM to 5PM with an after hours number for emergencies. We also benefit from the advertising of other organizations that rent our facilities for their events. We help them get their advertising to free local sources such as our website, calendar, the Chamber of Commerce Calendar, our reader board, television and radio station calendars. 24

187 FAIRGROUNDS Key Performance Indicators: Service Levels Actual Expected Budgeted Maintain Buildings/Structures Contracts/Agreements Written Invoices/Awards Processed 4,202 4,225 4,500 County Fair Attendance 76,000, 54,000 60,000 Special Events Held Non Profit Entities Using Facilities Walk In and Calls Handled ,400 Fiscal Year & Accomplishments: Organize and successfully operate the annual County Fair with limited funding Maintain fairgrounds in a clean safe environment Offer facilities to public at an affordable price Apply for grants that will help improve the Fairgrounds Continue to pursue permanent source of funding for Fairgrounds Complete Arts & Craft Building with paint, countertops, plus building new home for Bingo Partner with the Friends of the Fair for equipment for Bingo New Chairs and Tables for Arts & Craft Building New Heaters in Commercial Building New Front of Commercial Building facing Redwood Highway Floral Building upgrade, new chairs and tables for building Floral Building paint inside, repair ceiling and paint, new countertops and sinks in kitchen. Remove Stanchions in Outdoor Arena so other events can use facility Partner with JCSWD and plant Fire Gardens on Midway Removal of old BMX Track off of Pansey Lane and relocated in YMCA Lot Secure funding for BRAND NEW Electronic Message Center with loan through Josephine County and secure a sponsor with Grants Pass Toyota to fund entire project Enter into a long term agreement with Love Abounds LLC a division of Dutch Bros. for 10 years for an anticipated income of $50,000 a year for 10 years with a 2% increase on the 11 th year from then on. 25

188 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Parks (Fund 24) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $231,268 $134,309 $105,463 $187,000 Cash on hand *, or Beginning Fund Balance $249,500 $249,500 $249, , , , ,000 Fees & Charges for Services 973, , , , , , ,500 Intergovernmental Revenues 339, , ,000 Interfund Charges for Services 10,584 32,227 10, Interest and Other Revenues 1,000 1,000 1,000 Transferred IN, from other funds 20,000 20,000 20,000 20, Grant Projects Fund Economic Development 20,000 20,000 20,000 1,182,683 1,246,492 1,403,337 1,416,000 Total Resources, except taxes to be levied 1,583,000 1,583,000 1,583,000 Taxes estimated to be received Taxes collected in year levied 1,182,683 1,246,492 1,403,337 1,416,000 TOTAL RESOURCES 1,583,000 1,583,000 1,583,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $387,371 $415,168 $414,499 $515,500 Personnel Services $529,400 $529,400 $529, , , , ,500 Materials & Services 743, , ,800 Interfund Transfer Out 95,100 96,200 97, , Internal Services Fund (ISF) 127, , ,300 7, Equipment Reserve Fund 67,100 Contingency/Fund Balance 182, , , , , ,446 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 1,182,683 1,246,492 1,403,337 1,416,000 TOTAL REQUIREMENTS 1,583,000 1,583,000 1,583,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 26

189 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Parks Fund (24) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 2.80 $ 313,900 $ 504,100 $ (190,200) Administration $ 375,600 $ 429,000 $ (53,400) - 75,500 18,900 $ 56,600 Almeda ,500 35,300 $ 43, ,500 85,500 (52,000) Boat Ramps , ,200 (100,700) - 9,000 2,300 6,700 Ennis Riffle ,000 11,300 (2,300) - 21,000 10,500 10,500 Fish Hatchery ,000 20, ,100 6,500 (2,400) Granite Hill Cemetary ,100 8,800 (4,700) - 116,000 36,600 79,400 Griffin Park ,800 78,700 41, , , ,500 Indian Mary , , , , ,700 53,400 Lake Selmac , , , , ,300 66,300 Schroeder ,200 89,700 98, ,400 (198,400) Shop ,500 (174,500) - 20,000 8,000 12,000 Sportsman ,000 8,500 13,500-53,200 33,000 20,200 Tom Pearce ,000 59,600 (13,600) - 77,100 29,600 47,500 Whitehorse ,800 52,900 31,900-23,000 4,000 19,000 Wolf Creek ,000 18,500 9, $ 1,416,000 $ 1,348,900 $ 67,100 Total for Fund 8.00 $ 1,583,000 $ 1,400,500 $ 182,500 27

190 PARKS to $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Pers ona l Servi ces $387,371 $415,168 $414,499 $515,500 $529,400 Suppl i es $157,507 $237,143 $174,835 $191,900 $182,700 Fees a nd Servi ces $168,234 $173,975 $222,954 $195,100 $284,800 Tra i ni ng a nd Tra vel $1,415 $1,028 $1,892 $1,800 $9,000 Fa ci l i ti es a nd Uti l i ti es $227,878 $210,379 $216,564 $203,300 $248,800 Other Expenditures $10,869 $7,136 $15,748 $8,500 $18,500 Interfund Transfers OUT $95,100 $96,200 $97,400 $112,900 $127,300 Total Requirements $1,048,374 $1,141,029 $1,143,891 $1,229,000 $1,400,500 Resources Fees a nd Cha rges for Servi ces $620,412 $790,816 $921,010 $906,000 $973,500 Intergovernmenta l Revenues $308,809 $269,140 $345,954 $302,500 $339,000 Interfund Transfers IN $20,000 $20,000 $20,000 $20,000 $20,000 Other Revenues $2,195 $32,227 $10,910 $500 $1,000 Total Resources $951,415 $1,112,183 $1,297,874 $1,229,000 $1,333,500 FTE

191 PARKS Purpose of Program This fund is used to account for the operations of the County s Parks, including campgrounds, boat ramps, and day use areas. Parks also manages the historic Granite Hill Cemetery. Our parks are comprised of 20 locations offering a variety of activities such as disc golf, hiking, fishing, wildlife viewing, and many more recreational opportunities. Josephine County has some of the most beautiful parks in the Pacific Northwest. The majority of locations are located along the world famous Rogue River, which is known for its world class salmon and steelhead fishing as well as white water rafting. Park accommodations range from primitive camping to modern RV camping and tent sites. The Park Administration provides support services i.e., customer service, reservation system, budgeting, and files management in order to provide a safe and healthy environment for those who utilize our parks. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The Parks Department believes that efficiency is key in order to provide quality services to the public, in addition to allowing our department to do more with the same available resources. Parks is continually evaluating and modifying our procedures to ensure that processes can be improved. Over the past year additional information has been placed on our website to ensure that the public can find and access all information about parks. Parks will be focusing on marketing materials over the next year to ensure helpful information can be accessible to locals and tourist. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. Providing parks and recreational opportunities are an essential public service, which help to improve the quality of life and ensure the health of families and youth; as well as contribute to the social, economic and environmental well being of the community. Ensuring our parks are here for future generations is a necessity. Our park system is self funded and relies on the public to enjoy and return to our locations, as without paying customers our department would not exist. Providing desirable parks which are maintained in a safe and clean manner is important. Parks will be looking into ways to improve our sustainability by improving energy efficiency, conserving water, reducing waste and increasing recycling efforts, and protecting our environment Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Parks believes in open communication with the public and ensuring that the public can trust how our department operates. Our department is continuing to utilizing the county website as well as social media to help provide information about how our locations are managed. We encourage the public to report any issues in parks so that they can be addressed. The Parks Department has been working over the past year to ensure that all expenses and revenues are coded to the most appropriate budget categories to ensure that anyone looking at financial reports can easily understand them. Prior to the 2016/2017 fiscal year, a lot of revenues and expenses were lumped into one general catchall category, instead of using the full array of budget categories available. Parks is focusing on ensuring that finances accurately represent the activity of each location. Example, when Parks orders a large supply order, the costs will no longer be coded and left in the location of Parks Shop, but rather allocated to the locations where supplies are used. 29

192 PARKS The Parks Advisory Board has its own dedicated page on our website to help ensure transparency and encourage the public to be in the know. Upcoming meeting dates and locations are listed and the agenda is also posted prior to each meeting. Draft meeting minutes are posted within one week of the meeting date so the public can follow up on what was discussed and any recommendations to the Department or Commissioners. Key Performance Indicators: Service Levels Actual Estimated Budgeted Designated Parks Operate & Maintain Campsites Overnight Stays 19,460 21,828 22,000 Annual Day Use Passes 4,291 4,007 4,100 # Vehicles Paying Day Use Fees 23,236 26,428 26,000 Fiscal Year & Anticipated Accomplishments: Installed a new vault toilet at Galice Boat Ramp. Install eight dog bag stations in six parks to promote dog friendly areas and encourage pet owners to be responsible and pick up after their four legged friends. Purchased new metal signs for all park kiosks. Increase the number of community events and private shelter reservations in Park facilities Increased office efficiencies by utilizing technology and creating excel databases for accounting allocations and recordkeeping. Revamped the Parks website pages for easier navigation and access to information. Created new forms and increased information available to the public through our website, resulting in the streamlining of reservations for shelters. Install ramps for ADA compliance and accessible restroom access at Griffin Park, Ferry Hole Boat Ramp and Robertson Bridge Boat Ramp. Secured funding to replace 6 deteriorating wooden vault toilets at Lake Selmac with 4 double vault toilets, in addition to rebuilding the pedestrian bridge near Eagle Loop. Perform park walk-throughs to create a work plan for each location and prioritize needs. Seek and secure grant funding for capital projects. Improve relations with community groups and organization to increase volunteering in County Parks. Continue to improve marketing and community outreach to ensure park information can be easily found by both locals and tourists. Completed the backlog of cemetery paperwork and updated records to ensure accurate books and compliance with the Oregon Mortuary Board. Started the process of backing up paper documents by scanning them for electronic recordkeeping. 30

193 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Transit (Fund 25) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $44,947 $143,136 $216,985 $168,000 Cash on hand * (cash basis), or Beginning Fund Balance $100,700 $100,700 $100, , , , ,100 Fees & Charges for Services 211, , ,100 1,209,901 1,597,053 2,169,184 4,018,500 Intergovernmental Revenues 4,086,200 4,086,200 4,086, Interfund Charges for Services ,079 3,096 31, ,400 Interest and Other Revenues 185, , ,000 Transferred IN, from other funds ,409,362 1,952,498 2,608,691 4,527,000 Total Resources, except taxes to be levied 4,583,000 4,583,000 4,583,000 Taxes estimated to be received Taxes collected in year levied 1,409,362 1,952,498 2,608,691 4,527,000 TOTAL RESOURCES 4,583,000 4,583,000 4,583,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $736,589 $829,376 $963,187 $1,000,400 Personnel Services $1,111,600 $1,111,600 $1,111, , , ,580 2,471,100 Materials & Services 2,374,600 2,374,600 2,374,600 Interfund Transfer Out 3,000 3,500 3,700 6, Public Works Fund 7,400 7,400 7, , , , , Internal Services Fund (ISF) 178, , , , , , Equipment Reserve Fund 822, , ,500 5, , Property Reserve Fund ,700 Contingency/Fund Balance 88,300 88,300 88, , , ,724 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 1,409,362 1,952,498 2,608,691 4,527,000 TOTAL REQUIREMENTS 4,583,000 4,583,000 4,583,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 31

194 TRANSIT to $5,000,000 $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $736,590 $829,376 $963,187 $1,000,400 $1,000,400 Supplies $15,421 $36,535 $30,481 $43,600 $43,600 Fees and Services $53,498 $75,167 $92,524 $2,049,300 $2,049,300 Training and Travel $0 $0 $2,619 $1,800 $1,800 Facilities and Utilities $337,039 $484,090 $372,274 $376,400 $376,400 Other Expenditures $0 $14,850 $2,682 $0 $0 Interfund Transfers OUT $123,679 $295,496 $714,200 $877,800 $877,800 Total Requirements $1,266,226 $1,735,514 $2,177,967 $4,349,300 $4,349,300 Resources Fees and Charges for Services $202,236 $209,213 $191,376 $190,100 $190,100 Intergovernmental Revenues $1,162,131 $1,597,053 $2,200,330 $4,168,900 $4,168,900 Other Revenues $48 $3,096 $0 $0 $0 Total Resources $1,364,415 $1,809,362 $2,391,706 $4,359,000 $4,359,000 FTE

195 TRANSIT Purpose of Program The Transit Program provides fixed route, commuter route and demand response general public transportation for Josephine County. Complementary ADA paratransit service is available within ¾ of a mile on each side of a fixed route for those that qualify. There is also a commuter route that operates into Jackson County and leaves five times per day from Grants Pass. Stops are made in Rogue River, Gold Hill and a final connection with RVTD in Medford. There has never been an established goal of transit in terms of coverage/equity based service or productivity. With that said, the current program operates with a purpose of improved mobility and access for the entire community and not services oriented specifically for the elderly, disabled or low income. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Provide all transit services in accordance with all federal and state laws Utilize all funding in accordance with the priorities set forth in the adopted Coordinated Transit Human Services Coordination Plan. Continued utilization of the Special Transportation Advisory Committee to guide and make recommendations for all funding allocations and operational/policy adjustments. Continued compliance with all FTA requirements specific to service such as the ADA and Title VI requirements. Outreach and public involvement is a requirement of each associated planning document. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. All funding is received from federal and state sources and typically has an associated match component. Make sure all programs are compliant with federal and state requirements, which assures future funding. Don't start services that can't be maintained for at least a minimum of 3 years under current funding scenarios. Strive to increase the amount of local match availability so full access of all available funds can be achieved. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Provide fixed route services in a manner that can actually improve the mobility of the community, within the pretext of all persons have transportation options. There is no assumption of a captive service user base. Provide demand response services at a level of productivity consistent and even exceeding larger urban areas. Provide all services at a level of efficiency and effectiveness comparable to large urban areas and meet as many of the 5 service criteria for small transit intensive cities. Focus all efforts on fulfilling the seven dimensions of useful transit. Maintain and fund a capital replacement program that is consistent with FTA standards of "useful life". 33

196 TRANSIT Service levels: Actual Expected Budgeted Revenue Hours Fixed Routes 12, , ,812.5 Commuter Routes 6,250 6,250 6,250 Demand Response 5, , ,900 Ridership Fixed Routes 177, , ,700 Commuter Routes 34,153 35,230 34,836 Demand Response 15,895 16,789 16,900 Passengers per Revenue Hour Fixed Routes Commuter Routes Demand Response Fiscal Year & Anticipated Accomplishments: Increase Public Transit use by 2%. Find replacement revenue sources for the Rogue Valley Commuter Line Increase and/or maintain partnerships with organizations/agencies that support transit programs and services. Continue to enhance public awareness of the Transit Program. Complete the Transit Master Plan and complete a Transportation Network Company local assessment plan Purchase and install automatic vehicle location equipment and software for vehicle tracking, stop announcements and public information Provide free wireless capabilities on the JCT commuter routes only Complete construction and begin using the JCT Transit Hub on 5 th Street Continue to purchase heavy duty transit vehicles for replacements of the existing fleet 34

197 FORM LB 10 Third Preceding Year Historical Data within Public Health Fund 14 Actual SPECIAL FUND RESOURCES AND REQUIREMENTS Animal Shelter & Control Fund (Fund 26) DESCRIPTION RESOURCES AND REQUIREMENTS Josephine County Budget for Next Year (new Fund 26) Second Preceding First Preceding Adopted Budget Proposed By Approved By Adopted By Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $72,516 $311,240 $400,700 Cash on hand * (cash basis), or Beginning Fund Balance $554,100 $554,100 $554, , , ,000 Fees & Charges for Services 263, , , Intergovernmental Revenues Interfund Charges for Services ,827 27,215 30,100 Interest and Other Revenues 32,400 32,400 32,400 Transferred IN, from other funds General Fund for Animal Control , , ,000 Total Resources, except taxes to be levied 850, , , ,000 Taxes estimated Property Taxes (Animal Control) 541, , ,900 no tax 500, ,216 Taxes collected Property Taxes (Animal Control) 860,244 1,134,372 1,206,000 TOTAL RESOURCES 1,392,000 1,392,000 1,392,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $308,307 $439,982 $512,600 Personnel Services $559,900 $559,900 $559, , , ,400 Materials & Services 241, , ,200 Interfund Transfer Out 59,200 67,300 72, Internal Services Fund (ISF) 80,100 80,100 80, ,000 50, Property Reserve Animal 20,000 20,000 20, Equipment Reserve ,800 Contingency/Fund Balance 490, , , , ,696 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 860,244 1,134,372 $1,206,000 TOTAL REQUIREMENTS $1,392,000 $1,392,000 $1,392,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 35

198 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Animal Shelter & Control Fund (26) Budget (under PH Fund ) Program Name Budget Resources (without FTE Resources Requirements Net FTE Gen Fund) Requirements Net ,206, , , Animal Shelter & Control ,391, , , ,206,000 $ 844,200 $ 361,800 Total for Fund 9.57 $ 1,391,400 $ 900,600 $ 490,800 36

199 ANIMAL SHELTER & CONTROL to $1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Proposed Requirements Personal Services $559,900 Supplies $68,600 Fees and Services $88,300 Training and Travel $12,700 Facilities and Utilities $69,600 Other Expenditures $2,000 Interfund Transfers OUT $101,100 Total Requirements $902,200 Resources Taxes $541,900 Fees and Charges for Services $263,100 Intergovernmental Revenues $500 Interfund Transfers IN $0 Other Revenues $32,400 Total Resources $837,900 FTE

200 ANIMAL SHELTER & CONTROL FUND Animal Protection & Regulation APR responds to citizen complaints on dog bites, humane treatment, livestock chased, injured or killed by dogs, nuisance trespassing or barking and rabies control. The County also operates a Shelter facility to care for, retain until legal release or adopt animals. APR programs are mandated through ORS 609 and through Local Ordinance s 92 9 amended by Local Ordinance 96 1, in Josephine County Charter section 14.6, and OAR 333, Division 19. Abatement ordinance, Public Health Strategic Vision Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Encourage fiscal responsibility among all Public Health departments. Provide efficient and effective procurement services by employing sound purchasing methods. Continue progress toward enhanced use of program measurements in the budget and operational decision making process. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. Encourage fiscal responsibility among all Public Health departments. Enhance financial stability with an emphasis on cost reduction and program efficiency. Continue focus on long term financial planning, including a 3 and 5 year total revenue and total expenditure projection for general fund/general purpose operations. Create stronger sustainability through aggressively creating a work environment that is conducive to long term retention of employees while providing specialized services and skills to our clientele. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Efficiently provide our citizens and the tax paying public with high quality products and services within a healthy work environment, encouraging cooperation, honesty, integrity and respect. Continue responding efficiently to requests by elected officials and county staff for financial information and analysis. Report the financial position and economic condition of the County in an accurate, timely, consistent, and reliable manner. Encourage and model open communication and equal consideration, fostering a reputation for fairness with the local business community Key Performance Indicators: Service Levels Actual Expected Budgeted Animal: # of dogs licensed 7,276 8,372 9,628 Animal: # of dogs sheltered 1,755 1,827 1,900 Animal: # of dogs adopted Animal: # of livestock & humane complaints responded to Animal: # of cats adopted Fiscal Year and Expected Accomplishments: Animal Protection and Regulation of Josephine County accomplished the following in 2016: Facility improvements: 1. New pulley doors on the dog kennels have been added to provide safety for the animals and employees. 2. Outdoor play yards were fortified with ground panels and vertical returns to prevent diggers and jumpers from escaping. 3. The severe rodent infestation has been all but eliminated. 4. The septic system was updated. 5. The new Cat Adoption Center opened in December and offers: More sanitary housing, More spacious kennels, Free roaming enrichment space, Guest friendly space to get acquainted with potential adoptees, Additional kennels to house more cats 38

201 ANIMAL SHELTER & CONTROL FUND Community partnerships: 1. A Memo of Understanding was signed with Shelter Friends to help them continue to support the shelter animals 2. Many new transfer relationships were formed with third party rescue organizations, offering help for overcrowding, medical or behavioral issues including cats testing positive for FIV (previously euthanized) 3. RCC had a student trainee complete shadowing at the shelter Animal Care: 1. Higher quality diagnostic tests are being used to identify disease with our animals 2. All staff members received certifications to be C.E.T.s 3. Every animal is now vaccinated for rabies (previously just dogs) 4. Continued from 2015: every animal is spayed or neutered before adoption, current on vaccinations and parasite prevention. New Adoption Programs with Shelter Friends: 1. Heartworm Heroes: offers treatment and foster options for dogs who test positive for heartworm disease (previously euthanized) 2. Barn Buddies: offers placement options for unsocial cats who are otherwise healthy and can serve as rodent control in barns, cellars, etc. (previously euthanized) 3. Pet to Vet: a donor to Shelter Friends fully funded the adoption fees and after care for animals to be placed with veterans Training: 1. Shelter Staff attended the US Humane Society s Animal Care Expo, PetFinder s Adoption Options, and the NACA Animal Control Conference 2. Shelter Coordinator attended various Supervisor trainings, including a Leadership Development Forum Public outreach: 1. The Animal Shelter Advisory Board released a video to the public highlighting the positive effects the tax levy had on the department. It was received well & the shelter continues to get ongoing positive feedback since its release. 2. Shelter Coordinator has given presentations offsite and onsite to youth extracurricular groups, volunteer organizations, school field trips, and adult service groups discussing the safety around animals, the services we provide to the public, how to get involved, and the recent changes to the department 3. Shelter staff, Animal Control Officers, and Shelter Friends participated in the Magical Merlin and Boatnik Parades, the Jubilee Festival, Josephine County Fair, the AKC s Responsible Pet Ownership Day 4. Shelter Friends presents adoptable animals at offsite adoption events at PetCo, PetSmart, and the Grange Co Op Animal Control Field Services: 1. Animal Control Officers attended several trainings, including NACHO Animal Control centered training on seizures, investigations, and prosecutions. 2. Other courses studied included topics ranging from hoarding to breeders, drug labs to exotic handling to help better prepare them for anything they may come across 3. Officers responded to an average of 147 public complaints each month, with the majority of those being dogs running at large, humane checks on animals, and dog bites. 4. Officers responded to 135 dog bites and 22 cat bites. Comparative Statistics: 2016 set a few records for the Animal Shelter: Highest amount of animals returned reunited with their owners, highest amount of animals adopted into new homes, lowest amount of animals euthanized Vet Care Statistics Spay/Neuter Vet Check Spay/Neuter Vet Check Spay/Neuter Vet Check Cats Dogs

202 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Clerk Records (Fund 30) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $38,227 $29,551 $29,727 $35,000 Cash on hand *, or Beginning Fund Balance $32,800 $32,800 $32,800 17,405 19,567 20,901 18,800 Fees & Charges for Services 19,000 19,000 19, Intergovernmental Revenues Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds ,726 49,219 50,734 54,000 Total Resources, except taxes to be levied 52,000 52,000 52,000 Taxes estimated to be received Taxes collected in year levied 55,726 49,219 50,734 54,000 TOTAL RESOURCES 52,000 52,000 52,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $0 $0 $0 $0 Personnel Services $0 $0 $0 19,575 16,392 23,870 31,000 Materials & Services 31,000 31,000 31,000 Interfund Transfer Out 6,600 3,100 3,100 3, Internal Services Fund (ISF) 3,100 3,100 3, Equipment Reserve Fund 9,000 9,000 9, (Rev ) 19,900 Contingency/Fund Balance 8,900 8,900 8,900 29,551 29,727 23,764 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 55,726 49,219 50,734 54,000 TOTAL REQUIREMENTS 52,000 52,000 52,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year 40

203 CLERK RECORDS FUND to $50,000 $45,000 $40,000 $35,000 $30,000 $25,000 $20,000 $15,000 $10,000 $5,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $395 $0 $0 $6,000 $31,000 Fees and Services $19,180 $16,392 $23,870 $25,000 $0 Interfund Transfers OUT $6,600 $3,100 $3,100 $3,100 $12,100 Total Requirements $26,175 $19,492 $26,970 $34,100 $43,100 Resources Fees and Charges for Services $17,405 $19,567 $20,901 $18,800 $19,000 Other Revenues $95 $100 $106 $200 $200 Total Resources $17,500 $19,667 $21,007 $19,000 $19,200 FTE

204 CLERK RECORDS FUND Purpose of Program Purpose is to maintain custody of and preserve all files and records of deeds, mortgages of real property maps, plats, contracts, powers of attorney, and other interests effecting the title to real property required or permitted by law to be recorded. We provide easy access to records wherever possible. Oregon Statues including but not limited to: Chapters 92, 106, &

205 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS DA Forfeiture (Fund 31) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $131,380 $133,502 $134,658 $135,000 Cash on hand * (cash basis), or Beginning Fund Balance $138,000 $138,000 $138,000 2,122 1,156 1,099 0 Fees & Charges for Services Intergovernmental Revenues Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds , , , ,000 Total Resources, except taxes to be levied 138, , ,000 Taxes estimated to be received Taxes collected in year levied 133, , , ,000 TOTAL RESOURCES 138, , ,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $0 $0 $0 $0 Personnel Services $0 $0 $ ,800 Materials & Services 1,000 1,000 1,000 Interfund Transfer Out , Public Safety Fund District Attorney 137, , ,000 0 Contingency/Fund Balance , , ,757 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 133, , , ,000 TOTAL REQUIREMENTS 138, , ,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 43

206 DA FORFEITURE to $160,000 $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $0 $0 $0 $22,800 $1,000 Interfund Transfers OUT $0 $0 $0 $112,200 $137,000 Total Requirements $0 $0 $0 $135,000 $138,000 Resources Fees and Charges for Services $1,583 $0 $0 $0 $0 Interfund Transfers IN $0 $687 $0 $0 $0 Other Revenues $538 $470 $1,099 $0 $0 Total Resources $2,121 $1,157 $1,099 $0 $0 FTE

207 DA FORFEITURE Purpose of Program This fund accounts for monies and property received as forfeitures from drug related prosecutions and is used for general administration and/or enhancement of the District Attorney's Office. Both State and Federal law provide that property used in the commission of a crime and proceeds from the commission of crime may be forfeited. Often taking the criminal's unlawful gain is the most effective deterrent to further criminal activity. ORS to ORS

208 FORM LB 10 Historical Data Actual SPECIAL FUND RESOURCES AND REQUIREMENTS DA Special Programs (Fund 32) DESCRIPTION RESOURCES AND REQUIREMENTS Josephine County (Name of Municipal Corporation) Budget for Next Year Third Preceding Second Preceding First Preceding Adopted Budget Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $92,582 $59,347 $22,813 $12,500 Cash on hand * (cash basis), or Beginning Fund Balance $4,900 $4,900 $4, Fees & Charges for Services , , , ,500 Intergovernmental Revenues 94,100 94,100 94, Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds , , , ,000 Total Resources, except taxes to be levied 99,000 99,000 99,000 Taxes estimated to be received Taxes collected in year levied 195, , , ,000 TOTAL RESOURCES 99,000 99,000 99,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $32,300 $36,000 $36,000 $20,000 Personnel Services $0 $0 $0 13,074 11,693 10,000 23,900 Materials & Services 10,900 10,900 10,900 Interfund Transfer Out 51,000 50,400 50,400 50, Public Safety Fund District Attorney 50,000 50,000 50,000 40,174 41,665 41,700 41, Juvenile Justice Special Programs Fund 38,100 38,100 38,100 0 Contingency/Fund Balance ,347 22,813 22,558 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 195, , , ,000 TOTAL REQUIREMENTS 99,000 99,000 99,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 46

209 DA SPECIAL PROGRAMS to $160,000 $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $32,300 $36,000 $36,000 $20,000 $0 Supplies $74 $35 $0 $10,000 $0 Fees and Services $10,000 $10,000 $10,000 $10,100 $10,900 Training and Travel $3,000 $1,658 $0 $3,800 $0 Interfund Transfers OUT $91,174 $92,065 $92,100 $92,100 $88,100 Total Requirements $136,548 $139,758 $138,100 $136,000 $99,000 Resources Intergovernmental Revenues $102,961 $102,962 $137,648 $123,500 $94,100 Other Revenues $352 $261 $197 $0 $0 Total Resources $103,313 $103,223 $137,845 $123,500 $94,100 FTE

210 DA SPECIAL PROGRAMS CAMI Purpose of Program The district attorney in each county is responsible for developing a county multidisciplinary child abuse team to consist of law enforcement personnel, child protective service workers, school officials, county health and mental department personnel, child abuse intervention workers, juvenile department representatives, as well as others specially trained in child abuse, child sexual abuse and rape of children investigation, for the investigation and prosecution of child abuse cases. Funding for this program comes from the State for qualifying counties. ORS Desired Outcomes and Goals: The goal is to use the most effective means possible to hold child sex offenders accountable and protect the community. Treatment is offered to the victims with an aim to minimize the effect of the crime on their life. All team members involved in the investigation, intervention and prosecution of child abuse cases in Josephine County receive specialized training paid for by this program. The bulk of the CAMI revenue received helps to fund a specially trained prosecutor and a child advocate. Program outcomes include all identified victims of child abuse, child sexual abuse and rape in Josephine County receiving the highest quality treatment and intervention and all of their cases are investigated and prosecuted when appropriate by highly trained specialists who seek to hold offenders accountable and protect their victims from further abuse. Support Enforcement Incentives Purpose of Program These proceeds which may be cycled back into the Child Support Program are essentially rewards for good work in enforcing child support orders. The goal of this program is to bring parents in compliance with their court ordered child support obligation. OAR This program was given back to the state April

211 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Juvenile Justice Special Programs Fund (Fund 33) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $17,673 $11,368 $9,549 $6,000 Cash on hand * (cash basis), or Beginning Fund Balance $3,200 $3,200 $3, ,900 Fees & Charges for Services 5,900 5,900 5,900 85,388 88,566 90,402 77,000 Intergovernmental Revenues 78,000 78,000 78, Interfund Charges for Services ,413 4, Interest and Other Revenues Transferred IN, from other funds 21,851 30,000 37,000 45, Juvenile Justice Fund 58,900 58,900 58,900 33,600 41,665 41,700 41, DA Special Programs Fund 38,100 38,100 38, , , , ,000 Total Resources, except taxes to be levied 185, , ,000 Taxes estimated to be received Taxes collected in year levied 162, , , ,000 TOTAL RESOURCES 185, , ,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $122,646 $135,705 $145,293 $148,500 Personnel Services $155,300 $155,300 $155,300 15,811 16,445 14,249 10,000 Materials & Services 10,400 10,400 10,400 Interfund Transfer Out 13,100 14,300 14,800 15, Internal Services Fund (ISF) 16,600 16,600 16,600 3,000 Contingency/Fund Balance 2,700 2,700 2,700 11,368 9,549 5,179 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 162, , , ,000 TOTAL REQUIREMENTS 185, , ,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 49

212 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Juvenile Justice Special Programs (33) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 0.60 $ 63,600 $ 63,600 $ - Child Advocacy - CAMI $ 63,000 $ 63,000 $ , ,400 - Mediation , , Flex (moved to PS Fund 12 in budget) ,000 $ 177,000 $ - Total for Fund 1.60 $ 185,000 $ 185,000 $ - 50

213 JUVENILE JUSTICE SPECIAL PROGRAMS to $200,000 $180,000 $160,000 $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $122,646 $135,705 $145,293 $148,500 $155,300 Supplies $7,498 $10,455 $8,499 $2,900 $3,000 Fees and Services $40 $579 $400 $400 $400 Training and Travel $3,072 $210 $150 $1,400 $1,400 Facilities and Utilities $5,200 $5,200 $5,200 $5,300 $5,600 Interfund Transfers $13,100 $14,300 $14,800 $15,500 $16,600 Total Requirements $151,557 $166,449 $174,342 $173,000 $182,300 Resources Fees and Charges for Services $6,005 $5,408 $5,730 $5,900 $0 Intergovernmental Revenues $79,383 $83,158 $84,672 $77,000 $94,100 Interfund Transfers $55,451 $71,665 $78,700 $87,200 $0 Other Revenues $4,413 $4,400 $870 $900 $0 Total Resources $145,252 $164,631 $169,972 $171,000 $94,100 FTE

214 JUVENILE JUSTICE SPECIAL PROGRAMS Cami Purpose of Program The Child Abuse Multidisciplinary team (MDT) is mandated under ORS A non competitive grant is offered counties to maintain a team to evaluate all cases of child abuse, neglect and fatality. Juvenile Justice oversees the Child Advocate (.6 FTE) who schedules and records all MDT staffing, conducts forensic interviews, maintains video evidence and coordinates the legal and treatment process for child victims. Program objectives include providing a coordinated MDT approach to child abuse investigations, maintaining a trained team including the DA, law enforcement, Juvenile, Public Health, Mental Health, DHS, child treatment agencies and schools. Outcomes include advocating for all victims in legally substantiated cases and obtaining an 80% conviction rate when an offender is charged with crimes against children. Mediation Purpose of Program ORS mandates Court Mediation to assist families to develop child custody and parenting plans. The Mediator does not make recommendations to the court but, will work with parents to identify a mutually acceptable plan. The program leads to decreased court time and reduces future trauma to children. Parents are more likely to comply with their own mediated agreements. As an outcome, Court Mediation is to result in 100% of the applicable families having access to the program. A weekly orientation is afforded prior to mediation for all parents who have a parenting conflict. 52

215 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Public Land Corner Preservation Fund (Fund 34) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $34,273 $13,070 $26,380 $37,000 Cash on hand * (cash basis), or Beginning Fund Balance $35,300 $35,300 $35, , , , ,000 Fees & Charges for Services 151, , , Intergovernmental Revenues Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds , , , ,000 Total Resources, except taxes to be levied 187, , ,000 Taxes estimated to be received Taxes collected in year levied 153, , , ,000 TOTAL RESOURCES 187, , ,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $111,762 $108,512 $109,681 $111,600 Personnel Services $142,400 $142,400 $142,400 14,919 13,933 12,466 22,000 Materials & Services 12,000 12,000 12,000 Interfund Transfer Out 14,200 13,000 12,700 12, Internal Services Fund (ISF) 15,400 15,400 15, , Equipment Reserve Fund ,700 Contingency/Fund Balance 17,200 17,200 17,200 13,070 26,380 50,240 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 153, , , ,000 TOTAL REQUIREMENTS 187, , ,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 53

216 PUBLIC LAND CORNER FUND to $180,000 $160,000 $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Pers onal Servi ces $111,762 $108,512 $109,681 $111,600 $142,400 Suppl i es $3,581 $4,466 $922 $2,300 $2,000 Fees and Servi ces $3,150 $1,540 $2,73 $10,500 $3,200 Trai ni ng and Travel $0 $245 $0 $300 $200 Facilities and Utilities $8,188 $7,682 $8,562 $8,900 $6,600 Other Expenditures $0 $0 $249 $0 $0 Interfund Tra ns fers OUT $14,200 $13,000 $12,700 $22,700 $15,400 Total Requirements $140,881 $135,445 $134,847 $156,300 $169,800 Resources Fees and Charges for Servi ces $119,540 $148,657 $158,300 $146,000 $151,000 Other Revenues $138 $98 $407 $0 $500 Total Resources $119,678 $148,755 $158,707 $146,000 $151,700 FTE

217 PUBLIC LAND CORNER FUND Purpose of Program The main purpose of this program is to preserve, maintain and reestablish corner monuments that are part of the Public Land Survey System. Most of these corner monuments were originally established in the mid 1800's. While some of these monuments have been recovered and perpetuated, many corners have never been inspected or visited, or have only received limited inspection to further perpetuate their longevity and location. Currently our system is "paper based" and consists of numerous loose leaf notebooks and maps, and includes some original field books dating back to the 1800's. Ongoing preservation of these very important documents through copying and scanning is part of our program. In addition, we provide information to the Assessor s Office and County GIS Program, as well as both public and private individuals and agencies Applicable Statutes and Administrative Rules: County Surveyor general duties: ORS , , , Archiving & storage requirements: ORS & ; OAR Budget Goal #1 Improve community outreach and communication to the public by investing in technology that will improve efficiencies within County Departments and provide enhanced services to citizens. Our books showing the Corner restorations and site visits are on display in our front office along with aerial photographs. We teach the public about the Public Land Corner Preservation Fund on a daily basis, in our office, on the phone and out in the field. We do welcome volunteers to help with archiving. We have reduced in field crew time due to the economy and lack of land documents being filed in the County Records Office. As the economy picks up so our hours of in field production. ORS Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. This fund is sustained by a document fee voted on by the public. ORS 203. Re establishing and visiting the original corners, writing up field notes to assist the public and private surveyors and other agencies. Scanning and archiving the corner information is an ongoing project. It should take several years before we have everything scanned and properly archived. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. We have most everything in our front office for viewing, someone is always available to help with the research and we are working on having Corner visitation documentation on line here in the next couple of years. 55

218 FORM LB 10 Historical Data Actual SPECIAL FUND RESOURCES AND REQUIREMENTS Public Works Special Programs Fund Budget for Next Year Third Preceding Second Preceding First Preceding Adopted Budget Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $63,932 $138,884 $304,471 $212,000 Cash on hand *, or Beginning Fund Balance $176,000 $176,000 $176,000 13,576 21,888 32,343 50,300 Fees & Charges for Services 46,000 46,000 46,000 13,820 15,091 57,244 57,000 Intergovernmental Revenues 57,000 57,000 57, Interfund Charges for Services , ,762 1, Interest and Other Revenues 1,000 1,000 1,000 Transferred IN, from other funds 26,000 33,000 26,000 26, General Fund for Solid Waste 10,000 10,000 10,000 (Fund 35) DESCRIPTION RESOURCES AND REQUIREMENTS Josephine County 257, , , ,000 Total Resources, except taxes to be levied 290, , ,000 Taxes estimated to be received 0 Taxes collected in year levied $257,467 $464,626 $421,392 $346,000 TOTAL RESOURCES $290,000 $290,000 $290,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $39,860 $58,099 $93,023 $67,000 North Valley Industrial Park (NVIP) $57,000 $57,000 $57,000 52,623 75,756 66,669 91,100 Solid Waste (SW) $71,000 $71,000 $71,000 Interfund Transfer Out 4,000 9,000 7,300 13, Public Works Fund for (NVIP) management 9,900 9,900 9,900 13,000 7,500 10,400 22, Public Works Fund for (SW) management 13,700 13,700 13,700 9,100 9,800 12,800 12, Internal Services Fund (ISF) 12,800 12,800 12, ,178 10, Property Reserve (NVIP) ,300 Contingency/Fund Balance 125, , , , , ,022 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE $257,467 $464,626 $421,392 $346,000 TOTAL REQUIREMENTS $290,000 $290,000 $290,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 56

219 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Public Works Special Programs (35) Public Works Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net - $ 225,000 $ 225,000 $ - NV Industrial Park $ 180,000 $ 180,000 $ , ,000 - Solid Waste , , $ 346,000 $ 346,000 $ - Total for Fund - $ 290,000 $ 290,000 $ - 57

220 PUBLIC WORKS SPECIAL PROGRAMS to $250,000 $200,000 $150,000 $100,000 $50,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Fees and Servi ces $52,623 $75,756 $67,923 $92,100 $72,000 Facilities and Utilities $0 $0 $1,067 $0 $0 Other Expenditures $39,859 $58,099 $90,703 $56,000 $56,000 Interfund Tra ns fers $26,100 $26,300 $61,678 $58,600 $36,400 Total Requirements $118,583 $160,155 $221,370 $206,700 $164,400 Resources Fees and Charges for Servi ces $133,576 $225,104 $32,344 $50,300 $46,000 Intergovernmenta l Revenues $33,763 $66,594 $57,244 $57,000 $57,000 Interfund Tra ns fers $26,000 $33,000 $26,000 $26,000 $10,000 Other Revenues $197 $1,043 $1,334 $700 $1,000 Total Resources $193,535 $325,742 $116,922 $134,000 $114,000 FTE

221 PUBLIC WORKS SPECIAL PROGRAMS North Valley Industrial Park Purpose of Program Public Works Special Programs accounts for revenues and expenditures of the North Valley Industrial Park. Revenues are from sales of lots, and sewer fees collected from the current owners. Expenditures are for liens and assessments associated with industrial park development. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The North Valley Industrial Park (NVIP) maintains a good relationship with the Three Rivers School District, who provides the treatment facility for the sewage treatment generated at the NVIP. Josephine County is spearheading an engineering plan to move the NVIP and Grants Pass Airport onto a new, modern membrane bio reactor (MBR) treatment plant. This plant will provide greatly increased capacity and reliability. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. Sewer rates to park tenants are in the midst of a 3 year rate increase to capture the projected cost of providing sewer services. Historically, sewer rates were heavily subsidized by the County General Fund, to stimulate industrial investment within Josephine County. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. All non confidential records are available during normal business hours and/or by public records requests. Key Performance Indicators: Service Levels Actual Estimated Budgeted Accounts Total Annual Flow (in gallons/day) 7,090 7,300 7,500 Fiscal Year & Anticipated Accomplishments: Finalize Preliminary Engineering Report, identifying preferred project alternative (sizing, siting and design) for future sewer treatment facility. Perform maintenance checks and necessary maintenance on pump station through contract with Southern Oregon Water Technology Maintain pipe infrastructure. Perform general management of sewer district. Maintain billing to NVIP customers through IGA with City of Grants Pass Evaluate fee structure for NVIP and adjust rates as necessary Solid Waste Purpose of Program Public Works Special Programs accounts for the revenues and expenditures associated with the ongoing monitoring and remediation of two former disposal sites Kerby Landfill and Marlsan Lagoon. This program involves management and environmental site monitoring of the closed Kerby and Marlsan Landfills, in accordance with state requirements, and an on going groundwater well sampling and testing program to monitor the water quality around the Marlsan Landfill area. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. This program operates under Department of Environmental (DEQ) regulations. All service requirements are a direct result of DEQ required actions. Special mention of the community outreach at the Kerby Landfill is 59

222 PUBLIC WORKS SPECIAL PROGRAMS warranted the Rogue Valley Flyers (RVF) maintain a radio controlled plane flying/landing area. The RVF presence has greatly deterred the amount of vandalism taking place at Kerby. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. The vast majority of the funding for this program comes via the Josephine County Solid Waste Agency (SWA). The SWA oversees the franchise agreements with the two local waste management franchisees. Under both franchises, a portion of trash pick up fees is put aside into an environmental assurance fund. This fund is drawn on to provide for the monitoring of the two landfills as well as some limited maintenance. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. All mitigation and remediation work is managed under the Josephine County Public Contracting Rules as well as ORS 279, relating to Public Contracting and also under all applicable State guidelines. This includes public bid noticing, openings and awards. All non confidential records are available during normal business hours and/or by public records requests Key Performance Indicators: Service Levels Actual Estimated Budgeted Samples Completed Annual Cost to Monitor $57,200 57,200 57,200 Fiscal Year & Anticipated Accomplishments: Complete Maintenance reports on Marlsan and Kerby Landfills Complete Feasibility Analysis and report for the Marlsan and Kerby Landfill Complete Annual Monitoring Report for Marlsan and Kerby Landfill DEQ Submittal Repair and re grade soil cap at Kerby Landfill, including re vegetation of approximately 1 acre of cap area. Complete soil gas sampling at Kerby Landfill. Complete groundwater and surface water sampling and analysis at Kerby Landfill. 60

223 Enterprise Funds

224 JOSEPHINE COUNTY, OREGON Table of Contents Enterprise Funds Fund Descriptions... Fund Name Jail Commissary Fund Budget Resources and Requirements... 1 Program Description... 3 Airports Fund Budget Resources and Requirements... 4 Schedule A (Two-Year View)... 5 Program Description/Budget Goals... 7 Performance Indicators/Anticipated Accomplishments... 8 Schedule F... 9

225 JOSEPHINE COUNTY Enterprise Fund Descriptions Jail Commissary Fund This fund was established to account for funds received by inmates and revenue received by the inmate phone system. Expenditures are for the enhancement of Josephine County Jail conditions. Airports Fund The Airports Fund is used to account for the operations of the County s two airports. It was formed from combining the former Grants Pass Airport Fund and Illinois Valley Airport Fund, effective July 1, The two airports are accounted for separately within this one fund. The Grants Pass Airport is operated and maintained on money generated through leases. The airport is a facility for the commerce and pleasure of local people, commuting businessmen, and pleasure flying. Expenditures are for operations and maintenance of the facility. The Illinois Valley Airport was deeded to Josephine County in 1987 from the U.S. Forest Service. It receives a subsidy from Oregon Lottery funds allocated for economic development. Expenditures are for the operational and maintenance costs associated with the facility. The adopted budgets are in balance, which means that the budgeted requirements (expenditures and ending fund balance) are equal to the resources (beginning fund balance and revenues) that are estimated to be available during the budget year. In the pages that follow, a summary of both the Jail Commissary and the Airports Fund (Resources and Requirements) is presented, along with Airports Schedule A, which summarizes the two programs in that fund. Each department is represented by a graph of expenditures for the proposed budget, the current year adopted budget, and the previous three years actual expenditures. The associated chart provides the same information in numerical values. Following the graph and chart is a brief narrative of the purpose of the programs.

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227 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Jail Commissary Fund (Fund 50) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $37,042 $0 $84,434 $107,100 Cash on hand *, or Beginning Fund Balance $188,600 $188,600 $188,600 50, ,785 8,432 58,700 Fees & Charges for Services 64,400 64,400 64, Intergovernmental Revenues Interfund Charges for Services ,420 42,200 Interest and Other Revenues 25,000 25,000 50, Transferred IN, from other funds , , , ,000 Total Resources, except taxes to be levied 278, , ,000 Taxes estimated to be received Taxes collected in year levied 87, , , ,000 TOTAL RESOURCES 278, , ,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $0 $0 $0 $0 Personnel Services $0 $0 $0 47,121 25,351 22,172 68,200 Materials & Services 40,400 40,400 80,400 Interfund Transfer Out 40,000 80, , Equipment Reserve Fund 150, , , (Rev ) 19,800 Contingency/Fund Balance 87,600 87,600 72,600 84,434 89,114 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 87, , , ,000 TOTAL REQUIREMENTS 278, , ,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year 1

228 JAIL COMMISSARY FUND to $200,000 $180,000 $160,000 $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $37,387 $24,271 $21,024 $66,800 $38,900 Fees and Services $6,154 $1,080 $1,147 $1,400 $1,500 Training and Travel $2,894 $0 $0 $0 $0 Facilities and Utilities $686 $0 $0 $0 $0 Interfund Transfers Out $40,000 $80,000 $0 $120,000 $150,000 Total Requirements $87,121 $105,351 $22,172 $188,200 $199,400 Resources Fees and Charges for Services $19,881 $144,493 $8,432 $58,700 $64,400 Other Revenues $30,199 $45,292 $18,420 $42,200 $25,000 Total Resources $50,079 $189,785 $26,852 $100,900 $89,400 FTE

229 JAIL COMMISSARY FUND Purpose of Program This fund was established to account for funds received by inmates and revenue received by the inmate phone system. Expenditures are for the enhancement of Josephine County Jail conditions. The Jail Commissary Fund provides commissary items to inmates and collects the costs from inmates with sufficient funds to pay for items. The purpose of the commissary fund is to both supply and provide a fund from which reimbursements can be made. Expenditures made from this fund are for the benefit of the inmates. 3

230 FORM LB 10 Historical Data Actual SPECIAL FUND RESOURCES AND REQUIREMENTS Airports (Fund 51/52) DESCRIPTION RESOURCES AND REQUIREMENTS Josephine County Budget for Next Year Third Preceding Second Preceding First Preceding Adopted Budget Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $249,775 $96,553 $53,352 $90,000 Cash on hand *, or Beginning Fund Balance $89,700 $89,700 $89, , , , ,800 Fees & Charges for Services 767, , , , , ,451 1,871,300 Intergovernmental Revenues 3,706,700 3,706,700 3,706, Interfund Charges for Services , ,180 4,300 Interest and Other Revenues 3,700 3,700 3,700 Transferred IN, from other funds 30,000 60, , , Grant Fund Economic Development 30,000 30,000 30, Grant Fund Economic Dev IV Industr. Park Project 100, , ,000 1,129, ,389 1,129,616 2,847,000 Total Resources, except taxes to be levied 4,698,000 4,698,000 4,698,000 Taxes estimated to be received Taxes collected in year levied $1,129,887 $950,389 $1,129,616 $2,847,000 TOTAL RESOURCES $4,698,000 $4,698,000 $4,698,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail Operating Expenditures: $134,248 $148,569 $175,593 $197,900 Grants Pass Airport Personnel Services $216,800 $216,800 $216, , , , ,000 Grants Pass Airport Materials & Services 394, , ,300 28,335 50,016 63,105 74,000 Illinois Valley Airport Personnel Services 81,400 81,400 81,400 54,735 43,885 27,864 49,400 Illinois Valley Airport Materials & Services 45,900 45,900 45,900 Capital Outlays: 258,419 77, ,214 1,495,000 Grants Pass Airport 2,898,500 2,898,500 2,898,500 29,810 18, ,000 Illinois Valley Airport 948, , ,500 Interfund Transfer: 27,200 26,500 36,100 38, Internal Services Fund (ISF) 40,900 40,900 40, , Property Reserve (Dunlap Hanger Loan Payback) 6,200 6,200 6, , Property Reserve (Krauss Hanger Loan Payback) 4,500 4,500 4, Property Reserve (Manuf Home Loan Payback) 7,500 7,500 7,500 74,000 Contingency/Fund Balance 53,500 53,500 53,500 96,553 53, ,488 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE $1,130,142 $893,728 $1,129,616 $2,847,000 TOTAL REQUIREMENTS $4,698,000 $4,698,000 $4,698,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 4

231 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Airports Fund (51 / 52) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 2.80 $ 2,302,000 $ 2,228,000 $ 74,000 Grants Pass Airport $ 3,592,000 $ 3,538,500 $ 53, , ,000 - Illinois Valley Airport ,106,000 1,106, ,847,000 $ 2,773,000 $ 74,000 Total for Fund 4.00 $ 4,698,000 $ 4,644,500 $ 53,500 5

232 AIRPORTS to $5,000,000 $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Requirements Personal Services $162,583 $198,585 $238,699 $271,900 $298,200 Supplies $460,400 $448,685 $411,697 $466,600 $347,400 Fees and Services $15,585 $19,616 $22,730 $31,600 $31,600 Training and Travel $2,779 $1,943 $3,673 $5,400 $7,400 Facilities and Utilities $62,742 $37,395 $33,146 $47,200 $48,000 Other Expenditures $13,816 $11,736 $3,365 $6,600 $5,800 Capital Outlay $288,229 $152,578 $244,718 $1,895,000 $3,847,000 Interfund Transfers Out $27,200 $26,500 $36,100 $48,700 $59,100 Total Requirements $1,033,334 $897,038 $994,128 $2,773,000 $4,644,500 Resources Fees and Charges for Services $647,870 $659,888 $674,634 $769,800 $767,900 Intergovernmental Revenues $190,152 $133,231 $291,451 $1,871,300 $5,148,000 Interfund Transfers In $30,000 $60,000 $105,000 $111,600 $130,000 Other Revenues $12,090 $718 $5,180 $4,300 $3,700 Total Resources $880,112 $853,836 $1,076,265 $2,757,000 $6,049,600 FTE

233 AIRPORTS The Airports Fund is used to account for the operations of the County s two airports. It was formed from combining the former Grants Pass Airport Fund and Illinois Valley Airport Fund, effective July 1, Josephine County Airports Department accounts for the two airports separately within this one fund. Purpose of Program Grants Pass Airport The airport's facilities are open to the public and serve the needs of commerce, transportation, recreation and emergency services for Josephine County residents as well as those of nearby counties, the state of Oregon, and other states. The Josephine County Airports Department operates and maintains the Grants Pass Airport with revenue generated through ground and hangar leases, fuel flowage fees, special use fees and capital grants. No money from the County s general fund is used. Illinois Valley Airport The airport s facilities are open to the public and serve the needs of commerce, transportation, recreation and emergency services for Josephine County residents as well as those of nearby counties, the state of Oregon, and other states. The Josephine County Airports Department operates and maintains the Illinois Valley Airport with revenue generated through ground and hangar leases, fuel flowage fees, special use fees, economic development subsidies derived from Lottery Funds, and capital grants. The Department uses no money from the County s general fund in the operation of the airport. Budget Goal 1) Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens: Josephine County owns and operates two significant airports for the benefit of the residents and business communities in Grants Pass, Cave Junction and the surrounding region. We hold regular monthly public meetings throughout the year with published agenda, and we encourage the active participation of all members of the Josephine County citizenry. Airport Management engages with the public to determine the need for services and upgrades to facilities, and as a result, several longstanding infrastructure problems at both IV and Grants Pass Airports have been identified and have been or are being remedied. Budget Goal 2) Develop a sustainable plan for all mandated and essential County government programs: The Josephine County Airports Department is unique in that it has the capability of generating and collecting a significant percentage of revenue directly related to operations. As a County-operated enterprise fund, the JoCo Airports Department manages nearly 150 leases for County-owned, private and commercial hangars, collects fees from authorized operators, through-the-fence agreement holders and monthly aircraft tie-downs and makes a small profit on the sale of aviation fuel. Budget Goal 3) Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner: All activities related to the operation of the Airports Department are regularly reported in quarterly updates to the County Commissioners during their public Administrative Workshops and Business Meetings. Additionally, there are the above-mentioned monthly public Airport Advisory Board Meetings at each airport, where any and all significant activities and contemplated activities are discussed in an open and forthright forum. 7

234 AIRPORTS Key Performance Indicators: Service Levels Actual Estimated Budgeted GP: Federal and State Grants $483,464 $302,417 $1,568,000 GP: Gross Fuel Sales $87,953 $80,000 $225,000 GP: # of Rents and Leases GP: FBO Fuel Customer 2,100 2,500 2,700 IV: Federal and State Grants 0 $300,000 $1,400,000 IV: Gross Fuel Sales $10,100 $10,500 $8,500 IV: # of Rentals and Leases Fiscal Year & Anticipated Accomplishments: Grants Pass Airport Select Engineering Consultant for Capital Improvement Projects Remove trees to clear approach slope and runway slope obstruction Develop long term asphalt maintenance program Initiate grant projects for a second parallel taxiway on the NE side of runway Obtain tractor with brush hog Clear land and develop for new hangar pads and access taxilanes (southwest triangle area) Conduct Airport Layout Plan and Master Plan Update anticipating Runway Extension Project Grade or pave west auto access road to NW hangar rows Continue a sound Maintenance Program Install automated gate and fencing for associated auto access for new hangar access area Install new FAA Certified AWOS weather reporting equipment Comply with new GPS approach requirements (stripe runway to Non-Precision Instrument std) Fiscal Year & Anticipated Accomplishments: Illinois Valley Airport Select Engineering Consultant for Capital Improvement Projects Finish apron rehabilitation and new tie downs (away from historical district) Brush removed along runway and Airport entrance road Development of new hangar sites, construct two hangars Complete Airport Electrical Upgrade (IV Grant-07 and Grant-08) Remove trees to clear runway obstruction-free area Make Industrial Airpark state-certified and shovel-ready for development Obtain new airport tenants for Industrial Airpark Replace Caretaker housing Continue a sound maintenance program Remove trees to clear approach slope and runway slope obstruction 8

235 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Five Year Plan OFFICE/DEPT NAME: Fund - Cost Center: AIRPORT 51 Description Amount Amount Amount Amount Amount Westside Hangar Access Area 10 $ 540,000 $ - $ - $ - $ - Eastside Parallel Taxiway Design (Reg Sol IFA) $ 10,000 $ - $ - $ - $ - Eastside Parallel Taxiway 11 $ 2,100,000 $ - $ - $ - $ - New Fuel Tank, Emer.Auto Transf Switch (COAR) $ 150,000 $ - $ - $ - $ - Emergency Power Generator $ 98,500 $ - $ - $ - $ - Master Plan Update and AGIS Survey $ - $ 350,000 $ - $ - $ - Pavement Maintenance Program $ - $ - $ 20,000 $ - $ - Runway Extension Environmental Design $ - $ - $ - $ 233,331 $ - Runway Extension Final Design & Const (Phase 1) $ - $ - $ - $ - $ 5,465,000 ( Description) $ - $ - $ - $ - $ - ( Description) $ - $ - $ - $ - $ - ( Description) $ - $ - $ - $ - $ - Total $ 2,898,500 $ 350,000 $ 20,000 $ 233,331 $ 5,465,000 9

236 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more & have a useful life in excess of 1 OFFICE/DEPT NAME: Fund - Cost Center: Airports Department 51 - Grants Pass Airport Capital Item: West Hangar Access Taxilanes (FAA Grant-10) Cost: $ 540,000 Purpose/Justification: Expansion of Aircraft Storage Hangars Due to lack of any more buildable space -- this airport has had a hangar waiting list for over 15 years Impact on Future Operating Budgets Requirement for 10% matching funds, partially offset by a COAR Grant of $54,000, leaving a total matching fund requirement of $5,400. Will add increased revenues with additional Commercial, Ground or Hangar Leases. Source of Funding: FAA AIP Grant-10 & ASAP-COAR Grant Capital Item: Parallel Taxiway Design (Regional Solutions IFA) Cost: $ 10,000 Purpose/Justification: Increases safety by an addition of a Parallel Taxiway and allowing development of Hangars on the Eastside Impact on Future Operating Budgets Will reduce maintenance costs and increase fuel sales Source of Funding: 100% Regional Solution IFA Grant Capital Item: Parallel Taxiway Construction Phase 1 (FAA Grant-11) Cost: $ 2,100,000 Purpose/Justification: Increases safety by an addition of a Parallel Taxiway and allowing development of Hangars on the Eastside Impact on Future Operating Budgets Requirement for 10% matching funds, partially offset by COAR Grant of $150,000, leaving a total matching fund requirement of $60,000. Will add increased revenues with additional Ground or Hangar Leases. Source of Funding: FAA AIP Grant 11 & ASAP-COAR Grant Capital Item: New Fuel Tank, Runway Striping and Emer Power Auto Transfer Switch Cost: $ 150,000 Purpose/Justification: New Fuel Tank will reduce cost and increase capacity to service the needs of current and future aircraft. The Runway Striping enables the Airport to comply with new GPS Instrument Approach requirements. Emergency Power Auto Transfer Swiches will keep the Airport in operation during frequent power failures which often occur after hours. Impact on Future Operating Budgets Requirement for 10% matching funds, leaving a total matching fund requirement of $15,000 Source of Funding: ASAP-COAR Grant Capital Item: Emergency Power Generator (ConnectOregon Grant VI) Cost: $ 98,500 Purpose/Justification: An Emergency Power Generator will keep the airport operating for several weeks in the absence of grid power. Impact on Future Operating Budgets Requirement for 30% matching funds, leaving a total matching fund requirement of $29,550. Source of Funding: ConnectOregon VI $ 2,898,500 10

237 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Five Year Plan OFFICE/DEPT NAME: Fund - Cost Center: AIRPORT 52 Description Amount Amount Amount Amount Amount Apron-Rehab Phase 2 (Construction) 8 $ 700,000 $ 1,000,000 $ 411,111 $ - $ - Emergency Power Generator -connect oregon $ 98,500 $ - $ - $ - Rehab Runway(Phase 1) Environmental 7 $ 50,000 $ 50,000 $ 260,000 $ - $ - Rehab Runway(Phase 2) Construction $ - $ - $ - $ 2,375,000 $ - Econ Dev -IV Industrial Park $ 100,000 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Total $ 948,500 $ 1,050,000 $ 671,111 $ 2,375,000 $ - 11

238 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Fund - Cost Center: Airports Department 52 - Illinois Valley Airport Capital Item: Electrical, Runway Lighting and Ramp Pavement Design (FAA Grant-07) Cost: $ 50,000 Purpose/Justification: Increases safety and accessibility by installing new runway lighting and ramp pavement. Impact on Future Requirement for 10% matching funds, partially offset by a COAR Grant of Operating Budgets $4,500, leaving a total matching fund requirement of $500. Source of Funding: FAA AIP Grant-07 & ASAP-COAR Grant Capital Item: Electrical, Runway Lighting and Ramp Pavement Const (FAA Grant-08) Cost: $ 700,000 Purpose/Justification: Increases safety and accessibility by installing new runway lighting and ramp pavement. Impact on Future Requirement for 10% matching funds, partially offset by COAR Grant of Operating Budgets $90,000, leaving a total matching fund requirement of $10,000. Source of Funding: FAA AIP Grant 08 & ASAP-COAR Grant Capital Item: Emergency Power Generator (Connect Oregon Grant VI) Cost: $ 98,500 Purpose/Justification: An Emergency Power Generator will keep the airport operating for several weeks in the absence of grid power. In the occurrence of a Cascadia Event, it is expected that the Airports will provide a vital role in recovery. Impact on Future Requirement for 30% matching funds, leaving a total matching fund Operating Budgets requirement of $29,550. Source of Funding: ConnectOregon VI Capital Item: Illinois Valley Industrial Park Cost: $ 100,000 Purpose/Justification: Develop an new Illinois Valley Industrial Park Impact on Future Could create more income in the future as more businesses come into the park. Operating Budgets No impact on operating budget because fully funded by grant. Source of Funding: 100% Economic Development Grant Transfer In $ 948,500 12

239 Internal Services Fund

240 JOSEPHINE COUNTY, OREGON Table of Contents Administrative Internal Services Fund Fund Description... Budget Resources and Requirements... 1 Summary of Budgets Schedule A Two Year View... 3 ISF Allocation Schedule... 4 Program Descriptions and Budgets: Finance... 5 Information Technology (IT & GIS)... 7 Human Resources Legal Counsel (Legal & Law Library) Property Management Fund Level... 20

241 RESOURCES AND REQUIREMENTS INTERNAL SERVICES FUND (40) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Approved By Third Second First Adopted Budget Proposed By Adopted By RESOURCES AND REQUIREMENTS Budget Preceding Year Preceding Year Preceding Year This Year Budget Officer Governing Board Committee RESOURCES $ 556,991 $ 744,284 $ 871,728 $ 742,000 Beginning Fund Balance - ISF $ 650,000 $ 650,000 $ 650,000 74,664 61,586 51,507 50,000 Beginning Fund Balance - Law Library 45,000 45,000 45,000 52,274 73,216 63,341 58,000 Beginning Fund Balance - GIS 42,500 42,500 42,500 2,861,796 3,008,000 2,949,600 3,313,600 Revenues from ISF Operating Funds 2,985,300 2,985,300 2,985,300 2,286 3,651 4,153 3,400 Interest Income 5,700 5,700 5, Miscellaneous Revenues generated by departments/divisions: 1,200 2, ,000 Board of County Commissioners (moved to Gen Fund 17-18) ,354 7,035 7,850 - Finance 8,200 8,200 8, , Information Technology ,967 86,080 94,245 91,000 Geographic Information Systems (GIS) 93,500 93,500 93,500 19,274 11,101 10,544 - Communications Human Resources ,666 3,568 - Legal 85,165 85,369 83,762 85,000 Law Library 85,000 85,000 85,000 24,625-6,885 25,000 Property Management 25,000 25,000 25,000 Interfund Transfers: - 5, General Fund - Planning for GIS , Public Health Fund - for Grant Mngt Support Finance 34,800 34,800 34,800 43,000 43,000 46,000 43, Mental Health Fund - for MH Authority Administration 43,000 43,000 43,000 25,000 25,000 25, Grant Projects Fund - for Title III Administration $ 3,841,485 $ 4,160,875 $ 4,219,037 $ 4,452,000 TOTAL RESOURCES $ 4,018,000 $ 4,018,000 $ 4,018,000 1

242 RESOURCES AND REQUIREMENTS INTERNAL SERVICES FUND (40) Josephine County Third Preceding Year Actual Second Preceding Year Historical Data First Preceding Year Adopted Budget This Year DESCRIPTION RESOURCES AND REQUIREMENTS Proposed By Budget Officer Budget for Next Year Approved By Budget Committee Adopted By Governing Board REQUIREMENTS Operating Expenditures: $ 482,899 $ 501,212 $ 521,706 $ 541,000 BCC Administration $ - $ - $ - 516, , , ,000 Finance 668, , , , , , ,000 Information Technology (includes Communications) 1,049,000 1,049,000 1,049,000 52, , , ,000 Geographic Information Systems (GIS) 136, , , , , ,890 - Communications (part of IT and BOM in 16-17) , , , ,000 Human Resources 417, , , , , , ,000 Legal 519, , ,000 98,243 95,449 91, ,000 Law Library 130, , , ,861 84,000 Property Management 88,000 88,000 88,000 Interfund Transfers: , Building Operation & Maint. Fund - Communication 130, , ,000 75, , , , Equipment Reserve Fund 323, , ,000 39,260 39,260 39,260 39,500 Debt Service (Finance) 40,000 40,000 40, ,500 Contingency 518, , ,000 $ 2,962,399 3,174,298 3,590,846 4,452,000 TOTAL REQUIREMENTS $ 4,018,000 $ 4,018,000 $ 4,018, , , ,191 Ending Fund Balance $ 3,841,485 $ 4,160,875 $ 4,219,037 TOTAL ACTUAL 2

243 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Internal Service Fund (40) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 6.00 $ 2,000 $ 541,000 $ (539,000) BCC Administration (moved Gen Fund) - $ - $ - $ , ,000 (529,000) Finance , ,000 (625,000) ,000 (963,000) Information Technology ,049,000 (1,049,000) , ,000 - GIS , , Communications ,000 (344,000) Human Resources ,000 (417,000) ,000 (499,000) Legal ,000 (519,000) , ,000 - Law Library , , ,000 84,000 (59,000) Property Management ,000 88,000 (63,000) ,000 $ 3,283,000 $ (2,933,000) Total for Fund $ 334,000 $ 3,007,000 $ (2,673,000) Revenues at Fund Level: 716,000 Fund Level Fund Balance 650,000 43,000 Fund Level Transfer In 43,000 3,400 Fund Level Interest 5,700 3,313,600 Revenue from ISF charges 2,985,300 39,500 Debt Service 40, ,000 Transfer Out to BOM for Communication 130, ,000 Transfer Out to Equipment 323,000 4,426,000 $ 3,822,500 $ 603,500 Net Ending Fund Balance 4,018,000 $ 3,500,000 $ 518,000 3

244 JOSEPHINE COUNTY ISF BUDGET ALLOCATION SCHEDULE Board Approved ISF Rate used by departments 7.50% Budget Adopted Budget Percent Fund Expenditures of ISF at 7.50% # Base ** Total 7.50% Rounded Operating Funds: 10 General $ 5,922, % 444, , Public Works 5,966, % 447, , Public Safety 7,651, % 573, , Adult Corrections 3,812, % 285, , Mental Health (A&D) 317, % 23,828 23, Public Health 2,930, % 219, , Adult Jail & Juvenile Detention 7,822, % 586, , Building and Safety 767, % 57,525 57, Fairgrounds 663, % 49,793 49, Parks 1,273, % 95,490 95, Transit 1,786, % 133, , County Clerk Records Fund 31, % 2,325 2, JJ Special Programs 165, % 12,428 12, Public Land Corner Preservation 154, % 11,580 11, Public Works Special Programs 128, % 9,600 9, Airports 409, % 30,683 30,700 Total Budgeted Expenditures $ 39,801, % $ 2,985,143 $ 2,985,300 ISF Percent 7.50% ** Expenditures Base is budgeted Personal Services and Materials & Services **Pass Through grants and capital expenses are removed from ISF calculation. 4

245 FINANCE TO $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Proposed Requirements Personal Services $484,482 $428,007 $466,552 $472,800 $615,200 Supplies $4,441 $3,128 $8,135 $7,500 $9,100 Fees and Services $20,495 $16,806 $57,629 $16,700 $35,400 Training and Travel $5,993 $7,531 $6,134 $6,000 $8,300 Total Requirements $516,125 $455,578 $538,450 $503,000 $668,000 Resources Fees and Charges for Services $20,354 $7,035 $0 $0 $0 Intergovernmental Revenues $0 $0 $0 $0 $0 Interfund Transfers IN $68,000 $68,000 $0 $0 $34,800 Other Revenues $0 $0 $7,850 $0 $8,200 Total Resources $88,354 $75,035 $7,850 $0 $43,000 FTE

246 FINANCE Purpose of Program The Finance Department is responsible for providing technical guidance and support in fiscal management practices to the County. This includes establishing and maintaining effective internal controls and best practices for financial activities; recommend and implement fiscal policy; providing accurate and timely accounts payable, payroll, and financial reporting; preparing the annual budget and monitoring compliance after adoption; and preparing the comprehensive annual financial report. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The Finance Office utilizes accounting and payroll software that provides efficiency and functionality to all County departments. In addition, the Annual Budget and Financial Reports of the County are available to the public via the County website, with printed copies available at the Courthouse and the Library. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. The Finance Office provides centralized fiscal services, thereby reducing the staffing needs of each individual department. We adjust our budget each year to stay within the established ISF Rate. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. The Finance Office posts monthly and annual reports to the County website. The Finance Office also makes detail information available to the public through the Public Information Request Process. Key Performance Indicators: Service Levels Actual Estimated Estimated Budgeted Expenditures of the County $87,683,000 $90,362, Acct Payable Checks Processed 7,048 7,000 7,000 Payroll Checks Processed 4,087 4,100 8,500 Fiscal Year & Anticipated Accomplishments: Received unqualified opinion (no audit findings) Comprehensive Annual Financial Report Received the 18 th consecutive Certificate of Achievement for Excellence in Financial Reporting from the Government Finance Officers Association for our Comprehensive Annual Financial Report for the fiscal year ended June 30, 2015 Received the 5 th consecutive Distinguished Budget Presentation Award from the Government Finance Officers Association for our Budget Implemented electronic time and attendance system Transfer Mental Health properties to Options, Inc Prepare to implement biweekly payroll

247 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Internal Services (40) Information Technology Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 7.00 $ - $ 963,000 $ (963,000) Information Technology 7.00 $ - $ 1,049,000 $ (1,049,000) , ,000 - Geographic Information Systems , , ,000 $ 1,112,000 $ (963,000) Total for Fund 8.00 $ 136,000 $ 1,185,000 $ (1,049,000) 7

248 INFORMATION TECHNOLOGY / GIS to $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Proposed Requirements Personal Services $701,630 $864,079 $839,700 $740,800 $799,100 Supplies $95,479 $139,474 $79,242 $74,100 $108,600 Fees and Services $123,592 $133,576 $197,715 $203,500 $211,500 Training and Travel $55,316 $4,882 $1,416 $12,000 $7,500 Facilities and Utilities $94,010 $80,364 $46,426 $53,600 $45,500 Other Expenditures $0 $0 $0 $0 $0 Total Requirements $1,070,026 $1,222,375 $1,164,500 $1,084,000 $1,172,200 Resources Fees and Charges for Services $87,153 $83,864 $88,181 $75,000 $77,500 Intergovernmental Revenues $5,031 $13,533 $16,611 $16,000 $16,000 Interfund Transfers IN $0 $5,000 $0 $0 $0 Interfund Charges for Services $790 $898 $142 $0 $0 Total Resources $92,974 $103,295 $104,934 $91,000 $93,500 FTE

249 INFORMATION TECHNOLOGY Purpose of Program Information Technology The purpose of the Information Technology Department is to provide, coordinate, and facilitate the use of technology and information resources, including infrastructure, application and desktop support, to the departments of Josephine County in order for them to fulfill their mission statement in an efficient and cost effective manner. Objectives To assist county government operate in a unified and coordinated manner to increase the overall quality, productivity, efficiency and cost effectiveness in providing services to the community thru the appropriate application of technology by limiting redundancies, managing costs, maximizing vendor relationships, and delivering innovative technology solutions. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. IT has created or supported many ways for citizens to get information from their County government through the County website. IT helped Airports get cameras online, created an online Property lookup for the Assessor, created an intranet for self-service forms and County information, manages the streaming of public session broadcasts, and helps citizens receive services without trips to the courthouse. It is a priority for us to keep building applications that will enable more taxpayer interaction and get more information out to the public. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Program is funded by the Internal Services Fund and is focused on providing service that enables other departments to leverage technology to be as efficient as possible. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. IT supports the website and manages the live and recorded streams of public sessions. Key Performance Indicators: Service Levels Estimated Actual Budgeted Number of Active Users Number of Computers Monthly Average for Trouble Tickets Fiscal Year & Anticipated Accomplishments: Server availability 99.9 % or better Replaced 35 percent of county PC s or hard drive upgrade (SSD) at lower cost Fiber Connections to Anne Basker Auditorium, GP Airport, Animal Shelter (Fairgrounds, Forestry, and Parks completed this year) Telephone System conversion to Voice Over Internet Protocol System Security Encrypted Drive and Advanced Authentication HIPAA and CJIS audit and compliance tracking 9

250 INFORMATION TECHNOLOGY Purpose of Program GIS Geographical Information System A Geographic Information System (GIS) is a computer system for capturing, storing, checking, and displaying data related to positions on Earth's surface. GIS can show many different kinds of data on one map. This enables people to more easily see, analyze, and understand patterns and relationships. The GIS Department goal is to create, maintain and distribute electronic data relating to Josephine County. This data is used to support efficient and accurate decision making by county departments, other agencies and organizations, and the public. It is a GIS objective to serve the public by providing custom maps, data and online interactive applications. GIS is instrumental in helping emergency services during wildfires, floods, earthquakes, search and rescue operations and other catastrophic events but it is also helpful in making decisions which improve our community. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Publish data to the internet that visually depicts County functions that have a geographic component such as the County website planning application. Community Outreach could include other data such as assessment and tax data; Public Health data such as restaurant inspections and health alerts; Emergency Services maps including wildfire locations, road closures and emergency shelter locations; County resources including forestlands and mineral rights and many other information subjects important to Josephine County residents. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Program is funded by Clerk's recording fees and the CAFFA grant. No General Fund dollars contribute to this function. This department will allow other departments to function more effectively at little or no cost to most departments. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. The GIS Analyst position is tasked to help County departments get their data online or otherwise available to the Public and to effectively support communication during emergencies. Key Performance Indicators: Service Levels Actual Estimated Budgeted Number of Depts. Using GIS Custom Maps Created Online Mapping Applications* * to date the public facing online apps have been viewed approximately 80,000 times. Fiscal Year & Anticipated Accomplishments: Provide public access to GIS data and maps via the internet enable smart communities in Josephine County Look for ways to enhance our taxlot data to make it more robust and user friendly with the various modern tools. Replace higher cost, less efficient applications. Provide high quality, accurate, and up-to-date mapping applications, paper maps, and data. Help improve productivity within the various County Departments. Reduce and eliminate duplication where possible. Educate employees and the public in the uses of GIS applications, datasets, terminology and available resources. Organize and enhance GIS web applications. 10

251 HUMAN RESOURCES TO $450,000 $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Proposed Requirements Personal Services $223,334 $239,025 $252,741 $270,100 $326,700 Supplies $6,950 $5,750 $5,494 $7,600 $10,500 Fees and Services $30,335 $51,698 $32,112 $58,300 $69,800 Training and Travel $4,591 $3,837 $4,889 $8,000 $10,000 Facilities and Utilities $0 $0 $1,063 $0 $0 Total Requirements $265,210 $300,309 $296,300 $344,000 $417,000 FTE

252 HUMAN RESOURCES Purpose of Program Administer a comprehensive HR program that include the following functions: Recruitment: Recruit, train, and retain a productive workforce while ensure compliance with the applicable Federal, and State employment laws. Labor Relations: This office is responsible for all union negotiations with the four bargaining units: AFSCME, SEIU, FOPPO, and Sheriff Association. Human Resources also ensures employee and County compliance with Federal and State Labor Laws as well as County policy. Benefit Administration: Process and administer benefits for all four bargaining units as well and the non-union group while maintaining quality at the best available value. Compensation/Classification: Complete labor studies to ensure staff are appropriately compensated based on comparable entity analysis. Risk Management (Worker s Comp): Process worker injury claims, ensure OSHA compliance, and work to improve employee safety results. Risk Management (General Liability): Work with County Departments to mitigate liability risk, update applicable policy/practices, and insure adequate insurance is obtained. Policy Update/Review: As directed by the Board of County Commissioners, review and update Policy. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. Human Resources will promote staff training and development through the use of a structured program. Human Resources will also improve community outreach in recruitment by implementing applicant tracking software thereby improving the applicant pool and providing easier community access. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Human Resources will provide administrative services related to staffing the County at appropriate and sustainable levels. Human Resources shall perform labor negotiations, per the direction of the County Commissioners, with the objective of funding the County labor force in a fiscally responsible manner. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Human Resources shall continue to respond to public information requests as appropriate. Items of public concern shall be brought forth in public meetings for review and approval. We shall continue to ensure all job descriptions, salaries, and organizational charts are posted on the County website. Key Performance Indicators: Service Levels Actual Estimated Budgeted # of Human Resources Staff/FTE s Number of Regular FTE (full & part time) Number of Employee Terminations/Layoffs Number of Worker Comp. Cases Number of Risk Management Cases Employee Record Transactions Fiscal Year & Anticipated Accomplishments: Successfully bargained new labor contracts with AFSCME, SEIU, and FOPPO bargaining units. Implemented new administrative policies in such diverse areas as health care administration, civil rights compliance, wage and hour legal updates, and work group uniformity. Earned Silver Award for WC execution results. Completed a County Wide department risk assessment. 12

253 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Internal Service Fund (40) Legal Counsel Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net 4.35 $ 483,200 $ (483,200) Legal 4.35 $ - $ 519,000 $ (519,000) , ,000 - Law Library , , ,000 83,700 (58,700) Property Management ,000 88,000 (63,000) ,000 $ 701,900 $ (541,900) Total for Fund 6.00 $ 155,000 $ 737,000 $ (582,000) 13

254 LEGAL COUNSEL to $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actua l Actua l Actua l Adopted Propos ed Requirements Pers ona l Servi ces $467,146 $479,860 $445,409 $523,800 $565,200 Suppl i es $27,873 $27,588 $6,900 $73,300 $62,300 Fees a nd Servi ces $4,820 $4,962 $6,242 $5,400 $5,400 Tra i ni ng a nd Tra vel $3,360 $2,554 $3,943 $4,800 $4,800 Facilities and Utilities $10,600 $10,600 $10,600 $10,700 $11,400 Total Requirements $513,800 $525,564 $473,094 $618,000 $649,100 Resources Fees a nd Cha rges for Servi ces $0 $0 $3,568 $85,000 $2,000 Intergovernmenta l Revenues $85,165 $85,762 $83,762 $0 $83,000 Total Resources $85,165 $85,762 $87,330 $85,000 $85,000 FTE

255 LEGAL COUNSEL Legal Counsel - Purpose of Program Legal Counsel provides representation and legal guidance to Josephine County regarding matters that pertain to the community as a whole. The general goals of the office include: Protect the County from liability; Effectively and efficiently handle routine legal matters (public contracts, leases, lawsuits, questions, research, etc.) for Josephine County; Provide as many viable legal options to decision-makers as possible. The Legal Counsel does not decide policy, but rather facilitates the goals of policy makers; Provide guidance that conforms at all times to the letter and spirit of the law; Appropriately prioritize the work to satisfy realistic deadlines; Be available, approachable, and accurate. We do not promise to achieve perfection, but we pledge to pursue it; Serve as the County's Public Records Officer; Administer an effective law library for the benefit of the citizens and the local legal community; Administer an efficient Property Management program. Legal Counsel is dependent on funding which is derived from other departments through the internal Service Fund (ISF). The office provides daily answers to a broad variety of questions. Legal Counsel has moderately limited contact with the general public. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The office of Legal Counsel is the primary source of information on legal issues for all County departments. Legal Counsel provides information directly to the public and county departments. Legal Counsel is working to publish the County Ordinance Code. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Legal research is performed by use of specialized, up-to-date subscription databases. Legal Counsel shares access to electronic databases for legal research with the County Law Library and the District Attorney's Office. In the upcoming years, the office of Legal Counsel will update its electronic file management system. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. Legal Counsel is the Public Records Officer for the County, and staff devotes a substantial amount of time and effort to satisfying public records requests. Legal Counsel provides advice regarding public meetings and public records. On occasion Legal Counsel fields questions from the press or the public to clarify the background of certain issues. Key Performance Indicators: Service Levels Actual Estimated Budgeted Files opened (all departments) Fiscal Year & Anticipated Accomplishments: Completion of Ordinance Codification project. Obtain positive outcomes in all current litigation. Draft and review ordinances, orders, and resolutions of the Board. Draft and review contracts and bid documents for compliance with state and local public contract rules and make recommendations to the Board of Commissioners regarding such contracts. Provide legal advice and services to the county advisory committees and commissions. Retain leadership position in statewide Government Law Section of the Oregon State Bar. Draft deeds, resolutions, and orders to convey county lands pursuant to state statute and county charter. Continue to streamline preparation process for opinion requests to ensure timely response to requests for opinions by members of governing body and county officers. 15

256 LEGAL COUNSEL Law Library - Purpose of Program Josephine County operates a free law library, pursuant to ORS 9.815, that provides legal reference service to the general public as well as to attorneys and judges. Funding for the law library is provided by a fund maintained by the Oregon Judicial Department for the purpose of operating law libraries. The law librarian assists patrons in finding legal reference materials such as statutes, case law, administrative rules, and legal treatises on a wide variety of subjects. The law librarian assists patrons with legal research in both electronic research databases and in print resources. The law library is an integral part of the provision of County services to the public. In an average month, for example, approximately 100 members of the general public visit the law library, in addition to approximately 20 legal professionals. In an average month the law librarian will respond to between 125 to 150 inquiries from members of the public, and between 20 to 25 inquiries from legal professionals. These do not include s and telephone calls, nor do they include the use of the OJIN terminal in the law library. In order to serve the public and legal professionals, the law librarian provides referrals to other community resources such as the Women's Crisis Support Team, the Oregon Law Center and the Oregon State Bar Attorney Referral Service. The law librarian helps provide reference service on difficult questions and helps locate rare or hard-to-find documents. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The Law Library has transitioned from primary reliance on print resources to electronic database resources, including Westlaw and LEXIS. The law librarian maintains membership in statewide and nationwide groups of law librarians, which allows access to hundreds of other databases throughout the world. The Josephine County Law Library can retrieve documents from almost any database in the United States, and from many databases in other nations through the cooperation of other law librarians. This greatly enhances the ability of the law library to respond to questions from County departments, citizens, attorneys and judges alike. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. All county law libraries in Oregon are dependent on funding derived from court filing fees and handled and disbursed by the Oregon Judicial Department. The amount of funds available to individual county law libraries has been reduced significantly over the last few years. In response, the Law Library has reduced its reliance on print resources by cancelling practically all of the subscriptions to periodicals and reporters. The law librarian has acquired most of the books received over the last three years by cooperating with other law libraries to acquire books at no charge. In 2016 the LEXIS contract was successfully renegotiated to reduce the contract cost. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. In 2016, the Josephine County Law Library served over 1,100 patrons, including over 210 judges and attorneys. The law librarian works closely with other providers of services to persons in need, including the Women's Crisis Support Team. Everyone associated with the Law Library is dedicated to providing the highest possible level of service to the citizens of Josephine County. Key Performance Indicators: Service Levels Actual Estimated Budgeted Patrons Served Days A Week Open Inquiries from Public Inquiries from Legal Professionals Fiscal Year & Anticipated Accomplishments: Updated Lexis Contract and reduced cost to county Continually coordinating with other libraries to get free books 16

257 LEGAL COUNSEL Property Management - Purpose of Program The purpose of the Property Management program is to generate revenue. The revenue generated from this program is generally directed to support the Parks and Forestry programs. Property Managerment oversees the purchase, trade, lease and sale of County owned property not specifically dedicated for management by another department. The program arranges and conducts twice-annual surplus property auctions, and arranges over the counter property sales throughout the year. Property management is generally guided by chapters 271 and 275 of the Oregon Revised Statutes. Prime considerations for this department are to maximize value to county owned property and reduce liability. This program is supervised by the County Legal Counsel with direction from the Board of County Commissioners. The program receives support from an administrative recovery of generally ten percent (10%) of the proceeds from sales. Budget Goal #1 - Improve community outreach and communication to the public by increasing efficiencies within County Departments and providing enhanced service to citizens. The Property Manager routinely interacts directly with citizens. The program maintains a page on the County s website to educate and inform the public about purchasing property from the County, and also compiles and publishes official notices for property auctions as required by law. Prior to auctions, the Property Manager notifies owners of adjacent properties of the sale in case they are interested in purchasing the parcel. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. Property management has over 200 parcels in its portfolio of surplus tax foreclosed properties. Once a year new properties are added to the list through the tax foreclosure process. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open and professional manner. The Property Manager identifies an initial list of properties for sale. The Board of County Commissioners then evaluates and approves the list, generally during Executive Sessions pursuant to ORS (2)(e). Because the County Commissioners make the final decision about property sales, they typically are not provided the identity of a prospective purchaser until after the sale has been approved. Key Performance Indicators: Service Levels Actual Estimated Budgeted Properties Available for Sale Revenue from Properties Sold $673,000 $700,000 Revenue from Properties Sold Available to Parks $605,700 $630,000 Lease/Rental Contracts Managed Fiscal Year & Anticipated Accomplishments Streamline process for county owned property for sale Maximize public awareness about the Property Management program. 17

258 PROPERTY MANAGEMENT to $100,000 $90,000 $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Propos ed Requirements Pers onal Services $0 $0 $35,966 $71,400 $80,100 Supplies $0 $0 $0 $1,800 $1,500 Fees and Services $0 $0 $50 $4,500 $1,000 Training and Travel $0 $0 $530 $5,000 $5,400 Facilities and Utilities $0 $0 $315 $800 $0 Other Expenditures $79 $0 $0 $500 $0 Total Requirements $79 $0 $36,861 $84,000 $88,000 Resources Fees and Charges for Services $24,625 $0 $6,885 $25,000 $25,000 Total Resources $24,625 $0 $6,885 $25,000 $25,000 FTE

259 PROPERTY MANAGEMENT Purpose of Program Responsible for the purchase, trade, lease, and sale of County owned real property not specifically dedicated for management by another county department. This includes preparation, review and approval of any leases or documents conveying or accepting an interest in the property and improvements. County requirements are typically found in ORS 271 and 275. Prime considerations for this department are to maximize value to county owned property and reduce liability. This program will be under supervision of Legal Counsel with direction from the Board of County of Commissioners. 19

260 INTERNAL SERVICE FUND FUND LEVEL to $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Proposed Requirements Debt Service $39,260 $39,260 $39,260 $39,500 $40,000 Interfund Transfers Out $75,000 $130,000 $440,000 $500,000 $453,000 Total Requirements $114,260 $169,260 $479,260 $539,500 $493,000 Resources Intergovernmental Revenues $0 $0 $0 $0 $0 Interfund Transfers In $2,929,796 $3,008,000 $3,020,600 $3,356,600 $3,028,300 Other Revenues $3,223 $3,651 $4,153 $3,400 $5,700 Total Resources $2,933,019 $3,011,651 $3,024,753 $3,360,000 $3,034,000 FTE

261 INTERNAL SERVICE FUND FUND LEVEL Purpose of Program Internal Service Fund Fund Level accounts for those resources and requirements that are not associated directly with the operations and activities of a department. Major resources include ISF assessments against county operating budgets as well as interest earnings. Major requirements include debt service and transfers to the equipment reserve for current and future equipment needs. 21

262 Internal Vendor Funds

263 JOSEPHINE COUNTY, OREGON Table of Contents Internal Vendor Funds Fund Description... Fund Number and Name 41 County Buildings and Fleet Fund Resources and Requirements... 1 Schedule A- Two Year View... 2 Program Description/Budget Goals/Anticipated Accomplishments (Buildings)... 4 Rate Sheet (Buildings)... 5 Program Description/Budget Goals/Anticipated Accomplishments (Fleet) Insurance Reserve Fund Resources and Requirements... 8 Program Description Rate Sheet (Insurance) Payroll Reserve Fund Resources and Requirements Program Description Forestry Reserve Fund Resources and Requirements Program Description... 16

264 JOSEPHINE COUNTY Internal Vendors Fund Description The Internal Vendors Fund contains programs such as County Buildings and Fleet, Insurance Reserve and Payroll Reserve. The county buildings program accounts for all building expenditures such as utilities, repairs and maintenance for all county properties and charges a per square feet charge to county departments. The County Fleet program accounts for all county vehicles expenses, maintenance and charges departments a per mile fee for revenue to cover these costs. The Insurance and Payroll reserve programs account for all general liability, workers compensation, property/auto insurance and claims. The adopted budget is in balance, which means that the budgeted requirements (expenditures and ending fund balance) are equal to the resources (beginning fund balance and revenues) that are estimated to be available during the budget year. In the pages that follow, a summary of each fund (Resources and Requirements) is presented first, followed by sections for each of department. The department is represented by a graph of expenditures for the proposed budget, the current year adopted budget, and the previous three years actual expenditures. The associated chart provides the same information in numerical values. Following the graph and chart is a narrative of the purpose of the program.

265 Page Intentionally Blank

266 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS County Buildings and Fleet Fund (Fund 41) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $673,816 $721,134 $667,247 $560,000 Cash on hand *, or Beginning Fund Balance $503,900 $503,900 $503, , , ,809 1,003,000 Fees & Charges for Services 1,176,000 1,176,000 1,176, Intergovernmental Revenues ,732,353 1,721,952 1,714,742 1,747,000 Interfund Charges for Services 1,971,500 1,971,500 1,971,500 22,039 38,406 24,078 67,000 Interest and Other Revenues 69,600 69,600 69,600 Transferred IN, from other funds , Internal Service Fund for Communications 130, , ,000 3,228,939 3,456,341 3,385,876 3,507,000 Total Resources, except taxes to be levied 3,851,000 3,851,000 3,851,000 Taxes estimated to be received Taxes collected in year levied $3,228,939 $3,456,341 $3,385,876 $3,507,000 TOTAL RESOURCES $3,851,000 $3,851,000 $3,851,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail Operating Expenditures: $1,711,256 $1,839,428 $1,814,735 $2,082,300 Building Operations and Maintenance (O & M) $2,266,800 $2,266,800 $2,266, , , , ,100 County Fleet (Auto) $685, , ,700 Interfund Transfer: 73, ,700 92, , Property Reserve Fund Building O & M 97,500 97,500 97,500 31,847 32, , , Equipment Reserve Fund Fleet 271, , ,800 46,000 41,000 61,000 55, Public Works Fund for Fleet management 61,500 61,500 61, ,100 Contingency/Fund Balance 467, , , , , ,554 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE $3,228,939 $3,456,342 $3,385,876 $3,507,000 TOTAL REQUIREMENTS $3,851,000 $3,851,000 $3,851,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 1

267 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: County Buildings and Fleet Fund (41) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net $ 2,305,000 $ 2,305,000 $ - Building Operations & Maintenance $ 2,509,000 $ 2,509,000 $ ,200,000 1,200,000 - County Fleet ,342,000 1,342, ,000 2,000 - Fund Level Interest Earned $ 3,507,000 $ 3,507,000 $ - Total for Fund $ 3,851,000 $ 3,851,000 $ - 2

268 BUILDING OPERATIONS to $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $926,284 $936,433 $990,689 $1,126,900 $1,308,600 Supplies $127,416 $132,382 $72,251 $187,500 $148,300 Fees and Services $60,532 $62,107 $50,736 $60,200 $72,900 Training and Travel $1,657 $2,233 $1,846 $5,000 $5,000 Facilities and Utilities $593,827 $704,132 $693,622 $701,700 $732,000 Other Expenditures $1,540 $2,141 $5,592 $1,000 $0 Interfund Transfers Out $73,100 $192,700 $92,700 $139,100 $97,500 Total Requirements $1,784,356 $2,032,128 $1,907,435 $2,221,400 $2,364,300 Resources Fees and Charges for Services $112,777 $114,183 $115,541 $123,000 $137,000 Intergovernmental Revenues $0 $0 $0 $0 $0 Interfund Transfers IN $0 $0 $0 $130,000 $130,000 Interfund Charges for Services $1,732,353 $1,721,952 $1,714,742 $1,747,000 $1,971,500 Other Revenues $20,021 $35,946 $21,424 $65,000 $69,600 Total Resources $1,865,151 $1,872,081 $1,851,708 $2,065,000 $2,308,100 FTE

269 BUILDING OPERATIONS Purpose of Program Building Operations and Maintenance has the operational and maintenance responsibility for the preservation of all County buildings and grounds. This includes preventative maintenance and repair of all buildings and building systems (plumbing, electrical, mechanical, HVAC, and miscellaneous special systems) as well as landscaping and custodial services. BOM maintains County radio services. Budget Goal #1 Improve community outreach and communication to the public by increasing efficiencies within County departments and providing enhanced service to citizens. With little direct interaction with the public, BOM instead focuses on supporting other departments by providing current and safe practices and services to maintain and repair their facilities and grounds. Budget Goal #2 Develop a sustainable plan for all mandated and essential County government programs. BOM maintains a preventative maintenance program for scheduling essential services to buildings, equipment, and grounds to retain safety and integrity standards for equipment systems, buildings, and surroundings. Budget Goal #3 Provide access to County services to the citizens of Josephine County in a transparent, open, and professional manner. All non-confidential records are available during normal business hours and/or by public records requests. Key Performance Indicators Service Levels Actual Actual Budgeted Service Requests 5,830 5,900 5,600 Capital Projects Managed Service Service Service Service Est Service Requests Requests Requests Requests Requests Fiscal Years and Accomplishments: Added feline adoption building at Animal Shelter Upgraded Jail camera system Replaced HVAC units in Courthouse (2) and SAR (1) Installed generator for Data Center Upgraded Jail hot water heaters and card access system Replaced Washington Annex roof Upgraded Public Works Engineering roof 4

270 BUILDING OPERATIONS & MAINTENANCE LOCATION AREA DEPT AREA DEPT COST Rounded ASSESSOR Less 108 for Property Office 5,847 5,847 $ 45,607 $ 45,600 Basker Auditorium 3,300 3,300 $ 25,740 $ 25,700 BUILDING SAFETY 2,934 $ 22,885 $ 22,900 COMMUNITY CORRECTIONS 21,830 $ 170,274 $ 170,300 COUNTY CLERK 5,821 $ 45,404 $ 45,400 DISTRICT ATTORNEY 6,939 $ 54,124 $ 54,100 Emergency Management 2,312 2,312 $ 18,034 $ 18,000 FORESTRY 1,533 $ 11,957 $ 12,000 Parks Building Fairgrounds 800 JUVENILE Juvenile Justice Center - DETENTION 5,171 5,171 $ 40,334 $ 40,300 Juvenile Justice Center - SHELTER 4,571 4,571 $ 35,654 $ 35,700 Juvenile Justice Center - COURT & FIELD 3,869 3,869 $ 30,178 $ 30,200 CASA 306 NW 4th & D Street 1,440 1,440 $ 11,232 $ 11,200 State Courts (5020 sq ft) LAW LIBRARY 1,458 1,458 $ 11,372 $ 11,400 PARKS 2,947 $ 22,987 $ 23,000 PLANNING 4,400 $ 34,320 $ 34,300 PUBLIC HEALTH- ANIMAL CONTROL 5,349 5,349 $ 41,722 $ 41,700 PUBLIC HEALTH 15,868 $ 123,770 $ 123,800 Dimmick Public Health (ER) 15,295 Cave Junction Bldg. (Doesn't inc. dining room area) 573 PUBLIC WORKS 33,695 $ 262,821 $ 262,800 SHERIFF 82,339 $ 642,244 $ 642,200 Jail Patrol Mobile Unit 3,200 Old Jail Holding & Storage (Less 595 sq. ft.) & New Jail W/H 12,385 Justice Bldg 624 Warehouse - Impound Yd. 6,718 Search and Rescue not including garage and EOC 3,058 New Jail (Less Jail Court Room) 56,354 STATE COURTS-GENERAL FUND 33,857 $ 264,085 $ 264,100 SURVEYOR 1,289 1,289 $ 10,054 $ 10,100 TRANSIT 2,800 2,800 $ 21,840 $ 21,800 TREASURER/TAX 2,027 $ 15,811 $ 15,800 VETERANS SERVICES 1,282 1,282 $ 10,000 $ 10,000 Available Space 14,597 14,597 $ 113,857 $ 113,900 Total Square Footage 267, ,475 - $ 2,086,305 $ 2,086,300 Total BOM rates above $ 2,086,305 $ 2,086,300 FAIRGROUNDS Maintenance Labor only (50 hrs low rate) / No materials or Utilities 28,800 $ 28,800 Property Reserve / Capital Projects (flat rate on 212,000 square ft x.10 21,200 $ 21,200 AIRPORT Airports office 5300 sq. ft. x.25 1,600 $ 1,600 Cost per square foot $ Total BOM rates above $ 2,137,905 $ 2,137,900 non-billable open space $ (113,857) $ (113,900) non-billable Anne Basker per commissioners decision $ (25,740) $ (25,700) non-billable CASA rental income per commissioners decision $ (5,616) $ (5,600) Fair xfer direct to 47 Property Reserve $ (21,200) $ (21,200) Total Interfund Payments to BOM $ 1,971,492 $ 1,971,500 5

271 COUNTY FLEET to $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $196,622 $194,103 $203,262 $208,100 $220,100 Supplies $395,290 $432,610 $380,022 $398,900 $405,600 Fees and Services $11,317 $12,180 $12,683 $14,100 $13,100 Training and Travel $398 $1,389 $2,174 $2,000 $1,900 Facilities and Utilities $41,975 $42,984 $53,547 $52,000 $45,000 Other Expenditures $0 $0 $0 $0 $0 Interfund Transfers OUT $77,847 $73,701 $247,199 $277,400 $333,300 Total Requirements $723,449 $756,967 $898,887 $942,500 $1,019,000 Resources Fees and Charges for Services $687,954 $860,666 $864,268 $880,000 $1,039,000 Other Revenues $2,018 $2,461 $10 $2,000 $0 Total Resources $689,972 $863,127 $864,278 $882,000 $1,039,000 FTE

272 COUNTY FLEET Purpose of Program The Fleet revenues and expenditures are associated with the preventative maintenance of the county's transportation fleet, emergency vehicles and the Sheriff's units. Revenues are generated from the rental fees charged for the departmental use of the vehicles and/or equipment. The Josephine County Fleet (JCF) Program is responsible for the repair and preventative maintenance of the County's vehicle fleet. Individual departments have vehicles assigned to them at their geographic location, and Public Works tracks repair and maintenance costs on county vehicles within a computerized fleet management system. This system provides the historical data necessary to make cost-effective decisions regarding vehicle repair, disposal and/or replacement. Vehicle replacement/acquisition is also a function of the JCF, to replace those, which are no longer serviceable or cost-effective to operate. Budget Goal #1 - Improve community outreach and communication to the public by investing in technology that will improve efficiencies within County Departments and provide enhanced service to citizens. The County Fleet has little direct interaction with the general public. Instead, the JCF supports all other user departments in their various functions of providing public service and points of contact. JCF also works closely with user departments to identify the optimal number, make and model of vehicles to allow them to meet their program needs. Budget Goal #2 - Develop a sustainable plan for all mandated and essential County government programs. JCF is funded through two primary mechanisms A per-mile Operations and Maintenance charge on all county-maintained vehicles. This rate is based on prior year actual maintenance costs and is allocated by vehicle type and class. A per-mile vehicle replacement charge. When the JCF purchases a new vehicle for a user department, the acquisition cost is amortized over 120,000 miles. This methodology ensures a vehicle reserve is always present, and that individual departments/programs will not have to come up with the entire purchase price of a new vehicle in a single fiscal year. Budget Goal #3 - Provide access to County services to the citizens of Josephine County in a transparent, open, and professional manner. All vehicle/equipment acquisitions are managed under the Josephine County Public Contracting Rules as well as ORS 279, relating to Public Contracting. This includes public bid noticing, openings and awards; and the use of the Department of Administrative Services cooperative purchasing agreements at the state level. All non-confidential records are available during normal business hours and/or by public records requests. Key Performance Indicators: Service Levels Actual Estimated Budgeted # County units Maintained Total Co. Fleet Miles Driven 1,216,740 1,388,000 1,352,000 Repair Orders Completed ,000 Fiscal Year & Anticipated Accomplishments: Bid, contract and purchase 5 vehicles as fleet replacements Establish vehicle user committee to open lines of communication between department users and county fleet workgroup. With focus on vehicle acquisition prioritization. Reinstitute minimum miles charge, to reduce vehicle under-utilization Continue to monitor vehicles and equipment using cost accounting system to meet preventative maintenance schedules, improve productivity, and help track/minimize costs. Continue balancing inventory levels to provide optimum levels of frequently used parts while utilizing vendors to optimize JIT inventory system 7

273 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Insurance Reserve Fund (Fund 42) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $264,269 $149,047 $32,211 $400,000 Cash on hand *, or Beginning Fund Balance $32,900 $32,900 $32, , , , ,000 Fees & Charges for Services 523, , , Intergovernmental Revenues 353, , , ,800 Interfund Charges for Services 458, , ,900 7,320 8,742 31,669 14,200 Interest and Other Revenues 26,200 26,200 26, Transferred IN, from other funds ,040, ,083 1,501,836 1,387,000 Total Resources, except taxes to be levied 1,041,000 1,041,000 1,041,000 Taxes estimated to be received Taxes collected in year levied 1,040, ,083 1,501,836 1,387,000 TOTAL RESOURCES 1,041,000 1,041,000 1,041,000 REQUIREMENTS ** Org Unit or Object Prog & Classification Activity Detail $0 $0 $0 $0 Personnel Services $0 $0 $0 853, , , ,800 Materials & Services 930, , ,800 Interfund Transfer Out 37,900 40,000 40, Building Safety Fund Ordinance (moved to Planning) , General Fund Planning Ordinance 38,200 38,200 38, ,700 Contingency/Fund Balance 72,000 72,000 72, ,047 32, ,794 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 1,040, ,083 1,501,836 1,387,000 TOTAL REQUIREMENTS 1,041,000 1,041,000 1,041,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 8

274 INSURANCE RESERVE to $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $237 $322 $296 $1,000 $1,000 Fees and Services $853,483 $904,549 $882,746 $960,800 $929,800 Interfund Transfers Out $37,900 $40,000 $40,000 $46,500 $38,200 Total Requirements $891,621 $944,872 $923,042 $1,008,300 $969,000 Resources Fees and Charges for Services $416,454 $429,494 $487,256 $462,000 $523,000 Interfund Charges for Services $353,000 $389,800 $950,700 $510,800 $458,900 Other Revenues $6,944 $8,742 $31,669 $14,200 $26,200 Total Resources $776,399 $828,036 $1,469,625 $987,000 $1,008,100 FTE

275 INSURANCE RESERVE Purpose of Program This fund accounts for the collection of the general liability, auto liability, and worker s compensation premiums from County departments for the County's insurance policies. Expenditures are for the payment of insurance premiums and deductibles Prior claims and related litigation (July 1, 2006) are self-insured. The Board of County Commissioners authorized the continuation of this fund for a period of ten years beginning July 1,

276 Josephine County Insurance - FY General/Auto Liability/Property Percent Minimum Department Charge Cost of of Risk Liability Specific Based on Liability Premiums through Payments Charge to Charge Risk Charged to Rounded Department by Dept. Dept. Percent Dept. 10 Assessors 3,400-3,400 3, Clerk 3,400-3,400 3, Forestry 3,400-3,400 3, Planning 3,400-3,400 3, Surveyor 3,400-3,400 3, Treasurer/Tax 3,400-3,400 3, Emergency Mngt 3,400-3,400 3, Commissioners-General Govt 58, % 3,400 80, , , , Veterans 3,400-3,400 3, Public Works 19, % 3,400 40,474 43,874 43, District Attorney 3,400-3,400 3, Juvenile 3,400-3,400 3, Sheriff's Office 19, % 3,400 35,000 40,918 79,318 79, Adult Corrections 6, % 3,400 14,319 17,719 17, Public Health 1, % 3,400 2,063 5,463 5, Building and Safety 3,400-3,400 3, Fairgrounds % 3,400 1,133 4,533 4, Parks 1, % 3,400 3,195 6,595 6, Transit 10, % 3,400 22,446 25,846 25, County Legal Counsel 3,400-3,400 3, Finance 3,400-3,400 3, Information Systems 3,400-3,400 3, Human Resources 3,400-3,400 3, Building Operations 3,400-3,400 3, County Fleet 3,400-3,400 3, Airports 3,400 9,600-13,000 13,000 Subtotal 119, % 88, , , , ,900 3, Insurance Premium 443, % increase from prior year 462,300 Dept Specific Premium 9,600 Airport Wellness Committee 1,000 Ordinance - Building Safety 38,200 per budget Deductibles - Total Budget 491,879 Less Carryover Offset (32,900) BFB 7/1/2016 Less Minimum Charge (88,400) Less Dept Specific (124,600) Charge based on risk % 245,

277 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Payroll Reserve Fund (Fund 43) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $16,869 $760 $17,651 $145,000 Cash on hand *, or Beginning Fund Balance $150,000 $150,000 $150, Fees & Charges for Services Intergovernmental Revenues , , , ,000 Interfund Charges for Services 450, , , Interest and Other Revenues Transferred IN, from other funds , , , ,000 Total Resources, except taxes to be levied 600, , ,000 Taxes estimated to be received Taxes collected in year levied 281, , , ,000 TOTAL RESOURCES 600, , ,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $281,129 $221,920 $306,852 $360,000 Personnel Services $500,000 $500,000 $500, Materials & Services Interfund Transfer Out (Rev ) 5,000 Contingency/Fund Balance 100, , , , ,329 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE 281, , , ,000 TOTAL REQUIREMENTS 600, , ,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year 12

278 PAYROLL RESERVE to $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Personal Services $281,129 $221,920 $306,852 $360,000 $500,000 Total Requirements $281,129 $221,920 $306,852 $360,000 $500,000 Resources Interfund Charges for Services $264,979 $238,321 $402,274 $220,000 $450,000 Other Revenues $41 $490 $256 $0 $0 Total Resources $265,020 $238,811 $402,530 $220,000 $450,000 FTE

279 PAYROLL RESERVE Purpose of Program This fund accounts for the transactions related to vacation and time management payouts. Revenues are from department charges as a percent of payroll. Expenditures are for accrued leave balances paid out at the time of retirement or termination. The Board of County Commissioners authorized the continuation of this reserve fund for an additional ten-year period beginning July 1,

280 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Forestry Reserve Fund (Fund 49) Josephine County Third Preceding Year Historical Data Actual Second Preceding Year First Preceding Year Adopted Budget Year DESCRIPTION RESOURCES AND REQUIREMENTS RESOURCES Cash on hand * (cash basis), or Beginning Fund Balance Fees & Charges for Services Intergovernmental Revenues Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds 10 General Fund 13 Community Corrections treatment beds 49 Forestry Reserve Fund Proposed By Budget Officer Budget for Next Year Approved By Budget Committee Adopted By Governing Body $780,000 $780,000 $780, ,000 5,000 5, , , , Total Resources, except taxes to be levied 1,535,000 1,535,000 1,535,000 Taxes estimated to be received 0 0 Taxes collected in year levied TOTAL RESOURCES 1,535,000 1,535,000 1,535,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail Personnel Services Materials & Services Interfund Transfer Out 12 Public Safety Fund for Juvenile Justice 17 Adult Jail & Juvenile Detention 47 Property Reserve Fund 48 Equipment Reserve Fund $0 $0 $0 50,000 50, , , , , Contingency/Fund Balance 885, , , (Rev ) Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE TOTAL REQUIREMENTS 1,535,000 1,535,000 1,535,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year 15

281 FORESTRY RESERVE FUND to $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $0 $0 $0 $0 $110,000 Interfund Transfers OUT $0 $0 $0 $0 $600,000 Total Requirements $0 $0 $0 $0 $710,000 Resources Interfund Transfers IN $0 $0 $0 $0 $750,000 Other Revenues $0 $0 $0 $0 $5,000 Total Resources $0 $0 $0 $0 $755,000 FTE Purpose of Program This reserve fund is intended to accumulate funds from revenue of County Forestry Timber Sales and has a beginning balance from the Douglas Complex Fire Timber Sales. The expenditures are to be used for Timber Reforestation and Juvenile Justice Programs. 16

282 Capital Project Fund

283 JOSEPHINE COUNTY, OREGON Table of Contents Capital Funds Capital Outlay Summary... 1 Fund Number and Name 46 Roads and Bridges Reserve Fund Property Reserve Fund Equipment Reserve Fund... 18

284 JOSEPHINE COUNTY Capital Outlays Summary FY FY FY FY Adopted Adopted Adopted Adopted Budget Budget Budget Budget Expended from County Bridge Construction Fund (45) Public Works 750, , , , Expended from Road and Bridge Reserve Fund (46): Public Works 1,482,000 1,153,000 1,922,800 3,204,700 1,482,000 1,153,000 1,922,800 3,204,700 Expended from Property Reserve Fund (47) for: BOM - Dimmick Tower Project 1,500, , ,000 Forestry - Reforestation Project 475, , ,000 - Parks - 310, , ,000 Fair 74, ,000 70,000 44,000 County Buildings and Maintenance BOM 607, , , ,100 Adult Corrections 9,000 9,000 50,000 - Emergency Management - 15,000 35,000 - Transit ,000 - Public Works - Special Projects -Kerby Landfill 50, , , ,000 Public Works - Special Projects -NVIP 50, , ,000 - Public Works - Allen Creek Rd (county share) 120, , , ,000 Public Health - Animal - 40,000 50,000 26,000 Airports ,000-2,885,000 2,227,000 2,404,000 1,591,100 Expended from Equipment Reserve Fund (48) for: Public Works 134,000 40, ,100 74,500 County Fleet 125, , , ,500 ISF - Information Technology 110,000 64,000 90, ,000 ISF - Finance ,000 55,000 ISF - Human Resources - - 5,000 5,000 ISF - BCC - Anne Basker ,000 35,000 ISF - Communications - 271, County Transit 628, , , ,500 Public Land Corner Preservation ,000 - Assessor 250, ,500 Clerk - 150, Clerk Record Fund ,000 Jail Commissary - for Jail Camera/Control 120, , ,000 Copier Purchase Program ,000 1,367,000 1,332,200 1,806,300 1,739,000 Expended from Other funds/programs: Airports 1,700,000 1,984,000 1,895,000 3,847,000 1,700,000 1,984,000 1,895,000 3,847,000 Total budgeted capital outlays $ 8,184,000 $ 6,946,200 $ 8,028,100 $ 10,381,800 Capital Outlays are defined as expenditures for property or equipment which cost over $5,000 and have a useful life in excess of one year. 1

285 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Roads and Bridges Reserve Fund (Fund 46) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $297,247 $229,942 $2,391,904 $3,607,000 Cash on hand *, or Beginning Fund Balance $2,405,000 $2,405,000 $2,405, ,534 7,900 Fees & Charges for Services 62,800 62,800 62, ,080 0 Intergovernmental Revenues Interfund Charges for Services ,854 28,783 53,540 13,400 Interest and Other Revenues 16,500 16,500 16,500 Transferred IN, from other funds 1,000,000 3,477, ,000 1,551, Public Works Fund 3,204,700 3,204,700 3,204,700 1,309,101 3,735,725 3,820,058 5,180,000 Total Resources, except taxes to be levied 5,689,000 5,689,000 5,689,000 Taxes estimated to be received Taxes collected in year levied $1,309,101 $3,735,725 $3,820,058 $5,180,000 TOTAL RESOURCES $5,689,000 $5,689,000 $5,689,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $1,079,159 $1,343,821 $733,864 $2,425,800 Capital Outlay $3,204,700 $3,204,700 $3,204,700 2,754,200 Contingency/Fund Balance 2,484,300 2,484,300 2,484, ,942 2,391,904 3,086,194 Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE $1,309,101 $3,735,725 $3,820,058 $5,180,000 TOTAL REQUIREMENTS $5,689,000 $5,689,000 $5,689,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 2

286 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Five Year Plan OFFICE/DEPT NAME: Public Works / Roads & Bridges Reserve Fund - Cost Center: Description Amount Amount Amount Amount Amount Right of Ways (ROW) $ 4,000 $ - $ - $ - $ - Road Construction $ 1,535,700 $ 950,000 $ 1,250,000 $ 950,000 $ 1,250,000 Bridge Construction $ 1,665,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 Total $ 3,204,700 $ 1,050,000 $ 1,350,000 $ 1,050,000 $ 1,350,000 3

287 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Public Works Fund - Cost Center: Capital Item: 2- Culvert Replacement & ROW Cost: $ 350,000 Purpose/Justification: Murphy Ck & Monterico Rd culverts - This project is to replace two large culverts that are failing and if not addressed, could lead to the residences on these dead end roads to be isolated should the culverts fail. Impact on Future Once these culverts are replaced little to no future maintenance on the culverts will be Operating Budgets needed for the next 50 or so years. Replacing these culverts now before they completely fail will also lessen the cost of the replacement as they can be planned and not be an emergency project. Source of Funding: Road & Bridge Reserve / PW Transfer Capital Item: Merlin Sidewalks Cost: $ 743,700 Purpose/Justification: This project will provide pedestrian safety by providing a safe place for people to walk and it will also fix the drainage issues that exist in this area. Impact on Future This will lessen the amount of future calls that Public Works will need to respond to Operating Budgets during rain events. Source of Funding: MPO Exchange Funds/ODOT Capital Item: Azalea / Robertson Bridge Road - Flashing Light Cost: $ 13,000 Purpose/Justification: To provide additional safety measures at the intersection of Azalea Dr and Robertson Bridge Road. Impact on Future Operating Budgets This will lessen the amount accidents by making citizens aware of intersection ahead. Source of Funding: HSIP / ODOT Capital Item: Redwood Drainage Cost: $ 42,900 Purpose/Justification: Redwood Drainage at Pansy Lane - This project is to complete the Redwood Avenue drainage project from Pansy Lane to the natural drainage way. Impact on Future This will lessen the amount of future calls that Public Works will need to respond to Operating Budgets during rain events. Source of Funding: Road & Bridge Reserve / PW Transfer Capital Item: Highland Avenue - Curb & Gutter Repair Cost: $ 42,900 Purpose/Justification: Highland Curb & Gutter - This project will improve the drainage along Highland Avenue and will bring Highland Avenue closer to the standards of the City of Grants Pass which would allow for the jurisdiction of the road to be transferred. Impact on Future This will lessen the amount of future calls that Public Works will need to respond to Operating Budgets during rain events. Source of Funding: Road & Bridge Reserve / PW Transfer 4

288 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Public Works Fund - Cost Center: Capital Item: Upper River Road / Cattle Crossing Removal Cost: $ 32,200 Purpose/Justification: The existing cattle undercrossing is no longer utilized and is protected by existing guardrail. By abandoning the existing undercrossing, the existing guardrail can also be abandoned, eliminating fixed objects and improving roadside safety. Existing guardrail does not meet current standards for height requirements and end treatments. Impact on Future Near term pavement preservation project planned for this section of roadway will require Operating Budgets guardrail upgrades or removal. Source of Funding: Road & Bridge Reserve / PW Transfer Capital Item: A/C Blade Patch Cost: $ 315,000 Purpose/Justification: Several areas are identified through our road pavement management rating system requiring a selection of the best management practice for repair. Some are corrected with a crack seal; others require bridging the stress areas with asphalt applied with a grader blade. Impact on Future Operating Budgets Preventative Maintenance and upkeep of infrastructure. If not maintained, road structure would deteriorate beyond surface repairs and then becomes a complete reconstruction. Source of Funding: Road & Bridge Reserve / PW Transfer Capital Item: Sand Creek Bridge / Replacement Cost: $ 1,660,000 Purpose/Justification: Sand Creek Bridge replacement - The project will replace the bridge on Sand Creek Road which failed over this past winter due to the failure of the GPID structure downstream. Impact on Future This new bridge will meet current Highway and fish passage standards and should Operating Budgets require little to no maintenance for the next 50 plus years. Source of Funding: HBP Exchange Funds / ODOT Capital Item: Slate Creek / Elliott Creek - Plant Monitoring Cost: $ 5,000 Purpose/Justification: This will be the final year of our required 3 year monitoring period. This is required by the Oregon Department of State Lands. Impact on Future Operating Budgets Maintaining the vegetation around a new bridge keeps any erosion to a minimum. Source of Funding: Road & Bridge Reserve / PW Transfer 5

289 RESOURCES AND REQUIREMENTS PROPERTY RESERVE FUND (47) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Approved By Third Second First Adopted Budget Proposed By Adopted By Preceding Year Preceding Year Preceding Year RESOURCES AND REQUIREMENTS Budget This Year Budget Officer Governing Body Committee RESOURCES $ 1,399,451 $ 1,386,519 $ 2,658,348 $ 2,280,000 Beginning Fund Balance $ 1,149,300 $ 1,149,300 $ 1,149,300 5,006 3,949 10,770 4,200 Interest Income 10,500 10,500 10, ,038 25,000 Property Sales - Parks 150, , , , ,000 Property Sales - General Govt 50,000 50,000 50, ,000 Capital grants for Parks 52,000 52,000 52,000 20,895 46,000 46,250 21,800 Capital grants for Fair 17,000 17,000 17,000 26, Capital grant for Transit ,000 Capital grant for Community Corrections ,178 20,000 Capital grant for NVIP , ,000 Capital grant for Kerby Landfill , , ,000 91,012 1,433,139-80,000 Dimmick Property Grant 80,000 80,000 80,000 12, Miscellaneous - DOE Project - Energy Credits ,355 24,187 47,133 9,000 Miscellaneous Income 5,200 5,200 5,200 Interfund Transfers: - 1,580, General Fund -Forestry Fire Sales , , General Fund -Kerby & Emerg Mngt 67,000 67,000 67, Public Safety Fund - Sheriff Patrol 177, , ,100 2,400 2,400 87, Adult Corrections Fund ,000 50, Public Health - Animal Shelter 20,000 20,000 20, , , Econ Dev Fund 20,000 20,000 20,000-33,200 33,400 21, Fairgrounds Fund 21,200 21,200 21,200 5, , Transit Fund ,178 20, PW Special Fund (NVIP) , ,700 92, , County Buildings and Fleet Fund 97,500 97,500 97, ,700 51/52 - Airports Fund 18,200 18,200 18,200 $ 1,897,648 $ 4,702,094 $ 3,237,741 $ 3,784,000 TOTAL RESOURCES $ 2,035,000 $ 2,035,000 $ 2,035,000 REQUIREMENTS $ 511,129 $ 2,043,746 $ 1,110,559 $ 2,424,000 Capital Outlay $ 1,515,100 $ 1,515,100 $ 1,515, ,000 Debt Service - Dimmick Hospital 76,000 76,000 76,000 Interfund Transfers: , General Fund - Forestry Reserve Transfer ,150,000 Contingency 443, , ,900 $ 511,129 2,043,746 1,110,559 $ 3,784,000 TOTAL REQUIREMENTS $ 2,035,000 $ 2,035,000 $ 2,035,000 1,386,519 2,658,348 2,127,182 Ending Fund Balance $ 1,897,648 $ 4,702,094 $ 3,237,741 TOTAL ACTUAL Purpose of Program: This reserve is intended to accumulate funds to make major repairs or improvements to County owned real property or to purchase real property for use in the County's operations. The Board of County Commissioners established this fund effective July 1, 2006 for a period of ten years. 6

290 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget - Five Year Plan OFFICE/DEPT NAME: Building Operations & Maintenance Description * Amount Amount Amount Amount Amount Various County Building Projects $ 892,100 $ 500,000 $ 500,000 $ 500,000 $ 650,000 Maintenance Vacant Buildings $ 4,000 $ 4,000 $ 4,000 $ 4,000 $ 4,000 Total $ 896,100 $ 504,000 $ 504,000 $ 504,000 $ 654,000 OFFICE/DEPT NAME: BOM- DIMMICK Project Description * Amount Amount Amount Amount Amount Dimmick Redevelopment $ 105,000 $ 50,000 $ - $ - $ - Dimmick Demolition Loan $ 76,000 $ 76,000 $ 76,000 $ 76,000 $ 76,000 Total $ 181,000 $ 126,000 $ 76,000 $ 76,000 $ 76,000 OFFICE/DEPT NAME: Public Works Description * Amount Amount Amount Amount Amount Allen Creek Rd Project with City of GP $ 120,000 $ - $ - $ - $ - OFFICE/DEPT NAME: North Valley Industrial Park & Solid Waste Kerby Landfill Description * Amount Amount Amount Amount Amount Solid Waste-Kerby Landfill Cap $ 167,000 $ - $ - $ - $ - NVIP Pump and renovation project $ - $ - $ - $ 10,000 Total $ 167,000 $ - $ - $ 10,000 $ - OFFICE/DEPT NAME: Adult Corrections Description * Amount Amount Amount Amount Amount Facility Security Improvements $ - $ 50,000 $ 50,000 $ - $ - OFFICE/DEPT NAME: Emergency Management Description * Amount Amount Amount Amount Amount Emergency Coordination Center updgrade $ - $ 35,000 $ 10,000 $ - $ - OFFICE/DEPT NAME: Fairgrounds Description * Amount Amount Amount Amount Amount Floral Building Roof Paint $ 7,000 $ - $ - $ - $ - Arena Roof Renovation $ - $ - $ 350,000 $ - $ - Arena Renovation (ADA Restroom/Seating) Paint $ - $ 50,000 $ - $ - $ - Building Renovations $ - $ - $ 120,000 $ 200,000 $ 200,000 Paint Pavilion-Inside $ 5,000 $ - $ - $ - $ - Paint Pavilion Outside $ - $ 10,000 $ - $ - $ - Outdoor Arena Retrofit- Lights update $ 7,000 $ 5,000 $ - $ - $ - Paint Square Dance $ - $ 5,000 $ - $ - $ - Repair overhang-square Dance $ 15,000 $ 10,000 $ - $ - $ - Paint Commercial Building $ - $ 10,000 $ - $ - $ - 4-H Building Roof $ - $ 50,000 $ 50,000 $ - $ - Electronic Message Center-Final Electric Sign for Bu $ 5,000 $ - $ - $ - $ - 7

291 Fairgrounds Office/Maint Bldg-Security Light & Secu $ 5,000 $ - $ - $ - $ - Fairgrounds Office- Paint Outside $ - $ 5,000 $ - $ - $ - Floral, Arts & Craft Security System - $ - $ 5,000 $ - $ - $ - Indoor Arena- Security System $ - $ - $ 5,000 $ - $ - Total $ 44,000 $ 150,000 $ 525,000 $ 200,000 $ 200,000 OFFICE/DEPT NAME: Parks Description * Amount Amount Amount Amount Amount Lake Selmac - Vault Toilets & Footbridge $ 7,000 $ - $ - $ - $ - Wolf Creek Park - Footbridge $ 25,000 $ - $ - $ - $ - Wolf Creek - Rebuild Vault Toilets $ 15,000 $ - $ - $ - $ - Wolf Creek - Wellhouse, Shed & Shelter Roof & $ 8,000 Improvments $ - $ - $ - $ - Whitehorse - Engineering $ 57,000 $ - $ - $ - $ - Lake Selmac - Office, Roofing & Fencing $ 15,000 $ - $ - $ - $ - Griffin - Restroom/Shower Tile Flooring $ 30,000 $ - $ - $ - $ - Indian Mary - Caretaker House Roof $ - $ 7,000 $ - $ - $ - Ennis Riffle - Parking Expansion $ - $ 40,000 $ - $ - $ - Whitehorse - Campground Remodle $ - $ 1,200,000 $ 350,000 $ - $ 500,000 Lake Selmac - Vault Toilets $ - $ 120,000 $ - $ - $ - Almeda - Pavement Fix $ - $ 10,000 $ - $ - $ - Lake Selmac (Mallord) - Restroom/Shower $ - $ - $ 150,000 $ - $ - Lake Selmac (Osprey) - Restroom/Shower Fix $ - $ - $ - $ 10,000 $ - Lake Selmac - Add ADA Dock $ - $ - $ 20,000 $ - $ - Almeda - Potable Water Holding Tank $ - $ - $ 30,000 $ - $ - All Parks - Replace BBQs $ - $ - $ 50,000 $ 50,000 $ - All Parks - Replace Firepits $ - $ - $ 50,000 $ 50,000 $ - Fish Hatchery - Vault Toilets $ - $ - $ 102,000 $ - $ - Lake Selmac (Teal Loop) - Erosion Fix $ - $ - $ - $ 50,000 $ - Indian Mary - Irrigation Upgrade $ - $ - $ - $ 200,000 $ - Turtle Lane - Host Site $ - $ - $ - $ 65,000 $ - Lake Selmac - Osprey Jetty Fix $ - $ - $ - $ 50,000 Fish Hatchery - Vault Toilets $ - $ - $ - $ - $ 102,000 Schroeder Tent Loop - Restroom/Shower $ - $ - $ - $ - $ 150,000 Total $ 157,000 $ 1,377,000 $ 752,000 $ 425,000 $ 802,000 OFFICE/DEPT NAME: Public Health - Animal Description * Amount Amount Amount Amount Amount Animal Shelter Facility Upgrades $ 26,000 $ 350,000 $ 100,000 $ 50,000 $ - OFFICE/DEPT NAME: Transit Description * Amount Amount Amount Amount Amount Transit Hub $ - $ 100,000 $ 400,000 $ - $ - $ 1,591,100 $ 2,692,000 $ 2,417,000 $ 1,265,000 $ 1,732,000 8

292 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Building Operations & Maintenance Fund - Cost Center: Location: Public Works Capital Item: Awning Replacement Cost: $ 18,000 Purpose/Justification: The awnings at have exceeded their usefull life and are in need of replacement. Source of Funding: Property Reserve Location: Courthouse Capital Item: Public Restroom Update Cost: $ 50,000 Purpose/Justification: The flooring is approximately 100 years old and is extremely worn and in need of replacement. Source of Funding: Property Reserve Location: Courthouse Capital Item: Replace two HVAC units Cost: $ 25,000 Purpose/Justification: These units are over 20 years old and very inefficient and have a high failure rate. Source of Funding: Property Reserve Location: Courthouse Capital Item: Glazed architectural terra-cotta Cost: $ 100,000 Purpose/Justification: The courthouse exterior terra-cotta finish is in need of repair and is allowing water intrusion. Source of Funding: Property Reserve Location: Jail Capital Item: Replace two HVAC units Cost: $ 25,000 Purpose/Justification: These two HVAC units are prone to break downs and are close to the end of life. These units would begin the process of replacing the 31 package units at the jail. Source of Funding: Property Reserve Location: GP Library Capital Item: Replace 1 HVAC unit Cost: $ 10,000 Purpose/Justification: This unit is approximately 30 years old and should be replaced before it fails. Source of Funding: Property Reserve Location: Justice Building Capital Item: Ceiling Tile Replacement first floor Cost: $ 8,500 Purpose/Justification: The ceiling tiles in this area have been constantly removed and replaced since the building was constructed in 1975 to gain access to electrical, data and phone in this area. The tiles are now becoming difficult to match and old tiles are beginning to fall and should be replaced. Source of Funding: Property Reserve Location: Fairgrounds Capital Item: Roof Replacement Cost: $ 200,000 Purpose/Justification: The roof on this building has failed and is currently patched to avoid further damage. This roof has exceeded its useful life and needs to be replaced. Source of Funding: Property Reserve 9

293 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Building Operations & Maintenance Fund - Cost Center: Location: Justice Building Capital Item: Elevator Update Cost: $ 100,000 Purpose/Justification: The current elevator used for prisoner transport was installed in 1975 and has had no significant updating since. The selector is failing and needs to be replaced. Source of Funding: Property Reserve Location: Juvenile Justice Capital Item: Replace 1 HVAC unit Cost: $ 10,000 Purpose/Justification: This unit has a high repair rate and should be replaced to avoid down time. Source of Funding: Property Reserve Location: All County Facilities Capital Item: Card Access System Expansion Cost: $ 80,000 Purpose/Justification: Current code access system are high maintenace with staff turnover. They do not allow for tracking of entry. The card access will allow better security and tracking to county buildings. Source of Funding: Property Reserve Location: Courthouse Capital Item: Carpet Replacement / Other Courthouse Upgrades Cost: $ 18,500 Purpose/Justification: The carpet in this assessor's office is approximately 20 years old and is extremely worn and in need of replacement. And there are various courthouse upgrades required to update. Source of Funding: Property Reserve Location: Parks/Forestry Capital Item: Conference and Office Addition in shop Cost: $ 25,000 Purpose/Justification: When Parks & Forestry were combined under one roof the existing conference room had to be eliminated for office space. The two departments have realized this is a much needed space. Source of Funding: Property Reserve Location: Sheriff/Jail Capital Item: Mobile Office Unit for Patrol Cost: $ 177,100 Purpose/Justification: Temporary needs require more space for deputies than the Jail can accommodate. The county will require a more long term solution but at this time they will need a mobile office unit near the adult jail and patrol vehicles. Source of Funding: Transfer in from Public Safety Fund Location: Juvenile Detention Facility Capital Item: Juvenile Detention Facility Upgrades/Cameras Cost: $ 45,000 Purpose/Justification: The Juvenile Detention Facility was closed for 5 years and in need of building updates to be fully operational. They will need updated camera system and security upgrades as well as overall building maintenance like painting, plumbing and electrical. Source of Funding: Transfer in from Adult Jail & Juvenile Detention Fund $ 892,100 10

294 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: BOM/Finance Fund - Cost Center: Capital Item: Dimmick Redevelopment Cost: $ 105,000 Purpose/Justification: The Dimmick Tower complex was demolished in & This was the old Josephine General Hospital for Grants Pass and surrounding areas. There is opportunity for grant for redevelopment of this land through State of Oregon - Business Oregon funds and the County has applied for this grant. Impact on Future Operating Budgets This will assist future budgets on building maintenance costs and result in revenue if able to sell property. Source of Funding: Building Fund $25,000, State Grants $80,000 Capital Item: Dimmick Demolition Loan Cost: $ 76,000 Purpose/Justification: Dimmick Tower Hospital was demolished with Brownfields grant and partial loan. Of the $1.5 million there was $500,000 forgiveness, of which the county only used $1,457,865 and is in debt of $957,865. Beginning in a payment of $2,500 a month is due back to the state and in the payment will be $6,265 a month. Until the debt is paid off Impact on Future Operating Budgets The funds used to pay back are in our Capital Property Reserve Fund and will be repaid to the reserve once the Dimmick tower is either sold or redeveloped to become income property. Source of Funding: Building Fund TOTAL DIMMICK $ 181,000 11

295 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Public Works Special Projects Fund - Cost Center: Capital Item: Kerby Landfill - Capital Project DEQ Requirement Cost: $ 167,000 Purpose/Justification: DEQ has issued a Solid Waste Disposal Site Closure Permit Number 197, modified on July 28, These improvements are required maintenance and the beginning steps to the final closure of the landfill. Impact on Future Performing this work now will lower the liability amount the County has on Operating Budgets this site. Source of Funding: Solid Waste Agency (CGP) / Environmental Fee Program (General Fund) OFFICE/DEPT NAME: Public Works Fund - Cost Center: Capital Item: Allencreek Road Cost: $ 120,000 Purpose/Justification: Payment to the City of Grants Pass as part of an IGA with the City and ODOT for the Purchase of Right-of-Way for the widening of Allencreek and the connection to New Hope Road. This will allow for a jurisdictional transfer of the road to the City. Impact on Future Once completed and transferred to the City of Grants Pass, the county will have Operating Budgets no future maintenance expenditures for this road section. Future expected maintenance costs (without improvements and transfer) through 2037 would be $295,000. Source of Funding: Property Reserve - Public Works 12

296 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Fairgrounds and Event Center Fund - Cost Center: Capital Item: Floral Building Update/Roof Cost: $ 7,000 Purpose/Justification: Upgrades need to be done on this building that have not ben addressed since since the building was built in the 1970's. Impact on Future Grant money is being used for this project. This will only help reduce the high maintenance Operating Budgets costs for this building as an impact on future operating budgets. Source of Funding: Prior year grant -fund balance rollover in Fund 47 Property Reserve Capital Item: Painting the Pavilion Cost: $ 5,000 Purpose/Justification: We have an opportunity to paint the Pavilion inside. It is due for a new fresh look Impact on Future Operating Budgets Volunteer Labor for painting inside Source of Funding: Pledged donation of paint from Home Depot Capital Item: Outdoor Arena Renovation/Lights Cost: $ 7,000 Purpose/Justification: Upgrade the outdoor arena with new lighting so we will be able to market it and make it safer for our equistrian community. Impact on Future Reduce maintenance costs on future budgets. This is minimal impact on current year Operating Budgets operations. Source of Funding: Special Events revenue and Economic Development request Capital Item: Overhangs on Square Dance Building Cost: $ 15,000 Purpose/Justification: The over hangs are need to upgrade the building so the roof and front do not leak. Impact on Future Operating Budgets Funded by Economic Development grant this has little impact to operating budgets Source of Funding: Economic Development request Capital Item: Electronic Message Board-Final Sign Placement Cost: $ 5,000 Purpose/Justification: Messaging board was never functioning as it should have been. This is the final stage in placement of the updated board. Impact on Future Operating Budgets Positive impact on future budgets by receiving higher income from advertising sales. Source of Funding: Sponsorship-GP Wheeler Toyota donation Capital Item: Fair Office and Maintenance Building -Security Cameras/Light Rear Entrance Cost: $ 5,000 Purpose/Justification: Both locations are in need of security upgrades like cameras and lighting. There are currently no security features like this now. The city has grown around the county fair location and it is in need of city like upgrades. Impact on Future Operating Budgets Small impact of annual security maintenance fee. No overall large impact to operations. Source of Funding: Friends of the Fair donation $ 44,000 13

297 OFFICE/DEPT NAME: Fund - Cost Center: JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year Parks 47-20xx Capital Item: Lake Selmac - Pedestrian Bridge Cost: $ 7,000 Purpose/Justification: (Project continued from 16/17) Rebuild wooden footbridge which is no longer usable. (Original project included replacing 6 wooden vault toilets with 4 ADA precast concrete double-vault toilet buildings.) Impact on Future Fixing the footbridge will add to recreational access of the area, maintenance will be Operating Budgets minimal with a life expectancy of more than 20+ years. Source of Funding: Grant Money received in 2016/2017 budget, paired with In-Kind Labor. Capital Item: Wolf Creek Park - Foot Bridge Cost: $ 25,000 Purpose/Justification: (Project continued from 16/17) Build a footbridge in the location that the previous one was before the flood wiped it out. The footbridge connects the park to the otherside of park property, which half of the disc golf course, and hiking trails. Impact on Future Fixing this will increase the recreational opportunities at Wolf Creek, which will make Operating Budgets the location more appealing for day users and campers, which should help drive revenues. Maintenance should be minimal with a life span of 20+ years. Source of Funding: Property Reserve - Revenue from Wolf Creek Timber Sale; Seeking Grants Capital Item: Whitehorse - Masterplan Engineering Cost: $ 57,000 Purpose/Justification: (Project continued from 16/17) Whitehorse is our oldest park and is in need of upgrades to attract campers and RVers. Engineered plans are necessary to seek grants for the future construction. Impact on Future No further costs after completion on engineered plans. However, additional funding Operating Budgets will be required to contract for construction in the future. Source of Funding: Property Reserve Fund: Whitehorse ($30k) & Parks Admin ($27k) Capital Item: Wolf Creek Park - Rebuild Vault Toilets Cost: $ 15,000 Purpose/Justification: The current vault toilets are made from a wood building, which are deteriorating, not ADA compliant and are not able to be cleaned properly. This project will tear down the wooden buildings and a more durable structure will be built in its place. Impact on Future No additional impact on future budgets - maintance will be easier as they can be Operating Budgets cleaned properly and will be less vulnerable to vandalism. Source of Funding: Property Reserve - Revenue from Wolf Creek Timber Sale; Seeking Grants 14

298 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Parks Fund - Cost Center: 47-20xx Capital Item: Lake Selmac - Office, Roofing & Fencing Cost: $ 15,000 Purpose/Justification: The current office in Osprey is old and in need of repair, it floods in the winter. Roofing on a shed building will need to be replaced, as it is leaking. Fencing around the caretaker's house needs to be replaced. A new fence will also be build around the shed for proper storage. Impact on Future Operating Budgets Minimal funding will be required for the maintenace of these projects. Source of Funding: Seeking Grant Money. Additional Funds: Property Reserve Parks Admin. Capital Item: Griffin - Tile Flooring and Walls for Restroom/Showers Cost: $ 30,000 Purpose/Justification: The showers have a drainage issue, the floors need to be re-sloped. And, both the showers and restrooms have concrete flooring, which makes cleaning difficult. Impact on Future Minimal funding will be required for maintenance. Tile will need to be regrouted and Operating Budgets broken tile will need to be replaced in the future. Source of Funding: Seeking Grant Money. Additional funds: Property Reserve Parks Admin. Capital Item: Wolf Creek - Wellhouse, Shed & Shelter Roof & Improvments Cost: $ 8,000 Purpose/Justification: The roof on all three buildings (wellhouse, shed and shelter) are all leaking and in need of replacement. These structures will also be painted after replacing damaged wood replaced. Impact on Future Performing needed maintance on these buildings will save them from needing to be Operating Budgets fully replaced in the future. Source of Funding: Property Reserve - Revenue from Wolf Creek Timber Sale; Seeking Grants $ 157,000 15

299 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Public Health Fund - Cost Center: Capital Item: Animal Shelter Cost: $ 26,000 Purpose/Justification: This is the budgeted amount in FY for preliminary work on a new animal shelter facility and dog kennel upgrades. Impact on Future This investment will decrease maintenance expenses for the future and will not Operating Budgets decrease the current service level. Source of Funding: Transfer in from Operating Fund (levy) and $6,000 balance in Reserve 16

300 RESOURCES AND REQUIREMENTS EQUIPMENT RESERVE FUND (48) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Approved By Third Second First Adopted Budget Proposed By Adopted By Preceding Year Preceding Year Preceding Year RESOURCES AND REQUIREMENTS Budget This Year Budget Officer Governing Body Committee RESOURCES $ 671,852 $ 681,574 $ 874,671 $ 1,115,000 Beginning Fund Balance $ 945,000 $ 945,000 $ 945, Federal and State grants ,751 41, ,372 4,500 Miscellaneous & Interest Income 4,900 4,900 4,900 Interfund Transfers: - 100, , , General Fund 176, , , , ,000 40, , Public Works Fund 74,500 74,500 74, ,918 91, Public Safety Fund 53,500 53,500 53, ,712 2, Public Health Fund 2,600 2,600 2, , Grant Fund - Econ Development Adult Jail & Juvenile Detention Fund 62,000 62,000 62, , Parks Fund , , , , Transit Fund 822, , , Clerk Records Fund 9,000 9,000 9, , Surveyor Public Land Corner Fund , , , , Internal Services Fund (ISF) 323, , ,000 3,384 4, , , County Buildings & Fleet Fund - Fleet 271, , ,800 40,000 80, , Jail Commissary Fund - Sheriff 150, , ,000-23, PEG Fund $ 1,082,454 $ 1,374,682 $ 2,581,772 $ 3,573,000 TOTAL RESOURCES $ 2,895,000 $ 2,895,000 $ 2,895,000 REQUIREMENTS $ 400,880 $ 500,011 1,704,872 2,121,300 Capital Outlay $ 1,739,000 $ 1,739,000 $ 1,739, ,451,700 Contingency 1,156,000 1,156,000 1,156,000 $ 400,880 $ 500,011 1,704,872 $ 3,573,000 TOTAL REQUIREMENTS $ 2,895,000 $ 2,895,000 $ 2,895, , , ,900 Ending Fund Balance $ 1,082,454 $ 1,374,682 $ 2,581,772 TOTAL ACTUAL Purpose of Program: This reserve is intended to accumulate funds to purchase items of equipment having a cost in excess of $5,000. The Board of County Commissioners established this fund effective July 1, 2006 for a period of ten years. 17

301 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget - Five Year Plan OFFICE/DEPT NAME: Assessor / Treasurer Description Amount Amount Amount Amount Amount Tax and Assessment Software/Hardware Upgrade $ 67,500 $ 67,500 $ 1,165,000 $ - $ - OFFICE/DEPT NAME: Clerk & Recorder Description Clerk Records- Plat Cabinet $ 9,000 $ - $ - $ - $ - OFFICE/DEPT NAME: Information Technology Description Server Replacement $ 168,000 $ 18,000 $ 18,000 $ 18,000 $ 18,000 Network Infrastructure(Firewall) $ - $ - $ - $ - $ 10,000 CJIS Compliance (Software/Hardware) $ - $ - $ 25,000 $ - $ - Storage $ 60,000 $ - $ - $ - $ 60,000 Switch Redundancy/Replacement $ - $ 10,000 $ 10,000 $ 10,000 $ 10,000 UPS Replacement $ - $ 5,000 $ - $ 5,000 $ - Wireless Access Points Replacement $ - $ 50,000 $ - $ - $ - Total $ 228,000 $ 83,000 $ 53,000 $ 33,000 $ 98,000 OFFICE/DEPT NAME: Finance Description TimeClock $ 5,000 $ - $ - $ 10,000 $ - Grant Module $ - $ - $ 20,000 $ - $ - Finance Modules/Tax & Assess System $ 50,000 $ 50,000 $ 250,000 $ - $ - Public Access Tool-Financial Information $ - $ - $ 40,000 $ - $ - Total $ 55,000 $ 50,000 $ 310,000 $ 10,000 $ - OFFICE/DEPT NAME: Human Resources Description Online HR & Job Tracking Software $ 5,000 $ 5,000 $ - $ - $ - OFFICE/DEPT NAME: Board of County Commissioners Description Anne Basker Upgrades $ 35,000 $ 15,000 $ - $ - $ 10,000 OFFICE/DEPT NAME: Transit Description Vehicle -1 Electric Bus $ 645,000 $ - $ - $ - $ - AVL Tracking/Announcement System $ 136,500 Diesel Emmissions Fuel Tank $ 27,000 Scan Tool $ 14,000 Vehicle replacement- one $ - $ 780,000 $ 780,000 $ 800,000 $ 800,000 Total $ 822,500 $ 780,000 $ 780,000 $ 800,000 $ 800,000 OFFICE/DEPT NAME: Public Works / Equipment Reserve Description Gradall Bucket $ 8,000 $ - $ - $ - $ - F150 Pickup $ 29,000 $ - $ - $ - $ - Saber Flail Head $ 12,500 $ - $ - $ - $ - Shop Zambonie $ 10,000 $ - $ - $ - $ - Plotter / Scanner $ 15,000 $ - $ - $ - $ - Vehicle / Equipment $ - $ 300,000 $ 300,000 $ 300,000 $ 300,000 Total $ 74,500 $ 300,000 $ 300,000 $ 300,000 $ 300,000 OFFICE/DEPT NAME: County Fleet Description Parks - (2) Pickups $ 61,500 Building and Safety - Explorer $ 29,500 Community Corrections - Van $ 34,500 Public Health - (2) Pickups $ 53,000 Juvenile Detention - Transport Van & 2 Cars $ 60,000 Sheriff Patrol Vehicles - 2 Cars $ 40,000 Vehicle Replacements - Various Departments $ - $ 210,000 $ 210,000 $ 210,000 $ 210,000 Total $ 278,500 $ 210,000 $ 210,000 $ 210,000 $ 210,000 OFFICE/DEPT NAME: Sheriff- Jail Description Jail Camera Equipment $ 150,000 $ - $ - $ - $ - OFFICE/DEPT NAME: Planning Description Planning Software/Hardware Upgrades $ - $ - $ 20,000 $ - $ - OFFICE/DEPT NAME: Copier Purchase Program (Mng by Finance) Description Various Department option to buy Copiers Annually $ 14,000 $ 14,000 $ 20,000 $ - $ - TOTAL $ 1,739,000 $ 1,524,500 $ 2,838,000 $ 1,353,000 $ 1,418,000 18

302 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget - Five Year Plan- REVENUE to EQUIPMENT RESERVE OFFICE/DEPT NAME: Clerk -COPIER Description Amount Amount Amount Amount Amount Copier payback program $ 1,200 $ 1,200 $ 400 $ - $ - OFFICE/DEPT NAME: District Attorney-COPIERS Description Amount Amount Amount Amount Amount Copier payback for Prosecution $ 3,000 $ 3,000 $ 3,000 $ 600 $ - Copier payback for Support Enforcement $ 2,500 $ 2,500 $ 1,100 $ - $ - Total DA copier payback $ 5,500 $ 5,500 $ 4,100 $ 600 $ - OFFICE/DEPT NAME: Public Health-COPIER Description Amount Amount Amount Amount Amount Copier payback program $ 2,600 $ 1,100 $ - $ - $ - OFFICE/DEPT NAME: Transit-COPIER Description Amount Amount Amount Amount Amount Copier payback program $ 1,800 $ 1,800 $ 1,000 $ - $ - TOTAL $ 11,100 $ 9,600 $ 5,500 $ 600 $ - 19

303 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Assessor Fund - Cost Center: Capital Item: Assessment & Taxation Software phase 1 Cost: $ 67,500 Purpose/Justification: Current legacy system is 20 years old which is making it difficult to maintain servers, database software, server software and leverage new features found on modern software systems. The risk of not converting in 3-4 years is very high and potentially jeaopardizes our office's ability meet state mandated function. Impact on Future Curent annual software maintenance costs are rising about 5% annually and Operating Budgets could increase as the number of legacy customers decline and costs to maintain legacy software increases. We could see some marginal cost savings in 7-10 years by converting as opposed to paying higher and cost prohibitive maintenance costs on our existing system. Source of Funding: Equipment Reserves and CAFFA Grant 21 20

304 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: County Clerk & Recorder's Office Fund - Cost Center: Capital Item: Plat Cabinet Cost: $ 9,000 Purpose/Justification: The Clerk and Recorder s Office receives and records Plats and Subdivisions on a regular basis. Because of there size and the materials used to create them, these documents must be stored in cabinets made for that specific purpose. Impact on Future N/A. These funds are to be used for this purpose. Operating Budgets Source of Funding: 5% of recording fees collected for most Govt. Agencies, excluding Josephine County, are deposited in the Clerk's Records Fund 30 per ORS (2). Transfer from fund 30 Clerk Record to Equipment Reserve

305 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Information Technology Fund - Cost Center: Capital Item: Server Replacement Cost: $ 168,000 Purpose/Justification: Information Technology's Servers are reaching the end of their useful life and need to be replaced. We have 10 Physical Servers running many virtual machines in each, most of which are already 7 years old. This would replace servers with 3 new servers that work more efficiently. Higher tech and back up capability that would require less staff time, allowing for better use of staff needs to departments and requiring less staff increase in future years. With the increased use of the serevers, it will require us to speed up the project. Impact on Future The equipment reserve has had multi-year savings for capital items like this. Operating Budgets There will be no impact to operating budgets. Source of Funding: Equipment Reserve Capital Item: Storage Area Network (SAN) Cost: $ 60,000 Purpose/Justification: Currently we have two storage devices in the data processing center - we would add a third SAN at Public Works which would make for more efficient storage and data retrieval in the event of a suspension of service at the data center. Impact on Future The equipment reserve has had multi-year savings for capital items like this. Operating Budgets There will be no impact to operating budgets. Source of Funding: Equipment Reserve $ 228,000 22

306 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Finance Fund - Cost Center: Capital Item: TimeClock Time Keeping Equipment Cost: $ 5,000 Purpose/Justification: Finance began implementation of TimeClock for county timekeeping in and will continue to roll out this system to all county departments during This is necessary to reduce inefficiencies with payroll and employee time tracking that is currently done in paper form. This will reduce time spent by employees and finance staff as well as reduce paper waste. Overall, necessary as the county continues to look for ways to reduce costs wherever possible. Impact on Future This will have a reduction to expenses by reducing paper printing and use of Operating Budgets employees time. There are no annual maintenance costs for this equipment. Source of Funding: ISF fund balance transfer to Equipment Reserve Capital Item: Finance Modules/Tax & Assess System Cost: $ 50,000 Purpose/Justification: Finance began Accelea (Springbrook) finance software for modules including accounting, payroll, cash receipting and human resources in January There are other modules available to enhance the efficiency with other departments financial records. For the implementation will include Planning, Building & Safety, Public Works and Grant Management modules. Impact on Future This will have minimal impact on future budgets but will require annual Operating Budgets maintenance software upgrades that may cost under $5,000. But operating budgets for these departments may decrease due to efficiencies. Source of Funding: ISF fund balance transfer to Equipment Reserve $ 55,

307 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Human Resources Fund - Cost Center: Capital Item: Online HR & Job Tracking Software Cost: $ 5,000 Purpose/Justification: Impact on Future Operating Budgets Human Resources is in need of updating the process for hiring and tracking applicants online. Currently the county does all of its applications by paper/ /fax and in today's world that is far behind what is needed to recruit all available applicants for professional jobs that become available at the County. The technology is available and would assist in keeping the department efficient in its processess and reduce paper waste. This will have a reduction to expenses by reducing paper printing and use of employees time. There may be annual maintenance costs that would be less than $1,000 a year but with reduction in paper and time this should not impact future operating budgets. Source of Funding: ISF fund balance transfer to Equipment Reserve $ 5,000 OFFICE/DEPT NAME: Board of County Commissioners Fund - Cost Center: Capital Item: Anne Basker Auditorium Equipment & Furnishings Upgrades Cost: $ 35,000 Purpose/Justification: Anne Basker Auditorium is in need of upgrades for technology and furnishings. The goal would be to have better public access to the County public meetings. And where necessary, to update the furnishings for comfort of public seating and use of the facility for rentals. Impact on Future This will have minimal impact on ISF operating budget as it will be the use of Operating Budgets carryover money. Source of Funding: ISF fund balance transfer to Equipment Reserve $ 35,000 24

308 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Transit Fund - Cost Center: Capital Item: AVL System Cost: $ 136,500 Purpose/Justification: Purchase of software to automatically track all transit vehicles in and out of service. Will be combined with automatic stop announcements that will announce each stop before arriving. Currently, reliant on the driver to complete this task. Using an automated system will assure 100% compliance with the ADA requirements. Will also be combined with an online and app based program which will allow the same system to push the information to the public for next bus arrival and vehicle locations as well. System can be expanded to allow for passenger counts for FTA. Impact on Future The only future impact is maintenance and licensing. It is estimated that the cost for Operating Budgets both will be no more than $10,000 per year. Savings from full compliance with the ADA and reduced time spent fielding passenger inquires on stop arrivals will easily exceed estimated expenses. Source of Funding: Grants, transfer from Transit operating Capital Item: Electric Bus Cost: $ 645,000 Purpose/Justification: Purchase of one 100% all electric vehicle for fixed route transit service. The estimated savings from moving to electric vehicles is estimated to exceed $430,000 over the life of the vehicles. Impact on Future The monthly savings in fuel alone is estimated to be between $800 and $1000 per Operating Budgets month. That savings is the net savings after paying for the electricity to charge the vehicle. Source of Funding: Grants, transfer from Transit operating Capital Item: DEF Tank Cost: $ 27,000 Purpose/Justification: The current diesel fleet is required to use a Diesel Emission Fluid that is added and aids in emissions reduction. This is a requirement per the OEM and can't be avoided. The fluid will need to be added over the life of the vehicles, which is 12 years. A tank allows the fluid to be purchased in bulk and will reduce cost. Impact on Future There will be no future increase in operating budgets with the purchase and will actually Operating Budgets cause a reduction in the amount being spent on the fluid. Source of Funding: Grants, transfer from Transit operating Capital Item: Scan Tool - read codes Cost: $ 14,000 Purpose/Justification: The newest vehicles in the fleet require a code reader to allow for maintenance personnel to identify vehicle repairs that are needed. This is essentially the tool used to identify the codes being generated by the "check engine" light. If the tool isn't purchased an outside third party is required to be brought in to perform the same function. Impact on Future The estimated expense of those future expenses is going to be less than $8,000 per year. Operating Budgets The cost of the third party scanning our vehicles is $48.93 per hour and the cost savings of staff running buses to be diagnosed. Source of Funding: Grants, transfer from Transit operating $ 822,500 25

309 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Public Works Fund - Cost Center: Capital Item: Gradall Bucket - Replacement Cost: $ 8,000 Purpose/Justification: Our older model has become obsolete and is too expensive to repair. Impact on Future Over the next five (5) years, estimate of savings; difficult to calulate, savings are indirect - Operating Budgets safer roads is focus. Source of Funding: Gas Tax dollars / Public Works Transfer Capital Item: F150 Truck (Engineering) Cost: $ 29,000 Purpose/Justification: Operations Supervisors utilize 4x4 pickups to be able to respond to roads maintained by Josephine County. These Supervisors respond to after-hours emergency call outs, which frequently exposes them to hazardous weather and road conditions. This exposure includes heavy snow/icy conditions, debris-blocked roadways and slippery/wet road surfaces. They are often required to remove fallen trees and other hazards from the roadway by pulling them out of the way to clear travel lanes. Impact on Future Operating Budgets Over the next five (5) years, estimate of savings on maintenance cost - $15,000/truck Source of Funding: Gas Tax dollars / Public Works Transfer Capital Item: Saber Flail Head Cost: $ 12,500 Purpose/Justification: Our older model has become obsolete and is too expensive to repair. Impact on Future Over the next five (5) years, estimate of savings; difficult to calulate, savings are indirect - Operating Budgets safer roads is focus. Source of Funding: Gas Tax dollars / Public Works Transfer Capital Item: Shop Zambonie (Fleet Shop) Cost: $ 10,000 Purpose/Justification: For professionally clean shop Impact on Future Operating Budgets minimal impact to operations for one year expense. Source of Funding: Gas Tax / Public Works Transfer Capital Item: Plotter/Scanner (Engineering) Cost: $ 15,000 Purpose/Justification: Engineering staff within Public Works is in need of high quality Plotter/Scanner for all their map work. Impact on Future Minimal impact to operations for one year expense. There should be efficencies gained Operating Budgets with use of staff time. Source of Funding: Gas Tax / Public Works Transfer $ 74,500 26

310 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Public Works / County Fleet Fund - Cost Center: Capital Item: County Department Vehicles Cost: $ 278,500 Purpose/Justification: Public Works Fleet has identified four county vehicles that need to be replaced in FY17-18 and we will be adding seven additional vehicles. Two are assigned to the Parks Department (99212, 99218), one to Building and Safety (08354), one to Corrections (01406), and two new vehicles to Health, two new vehicles to Sheriff and three new vehicles to Juvenile Justice. The four vehicles identified for removal and replacement exceed our replacement criteria and have reached the end of their serviceable life. Forecasted maintenance repairs, and anticipated usage make these older vehicles no longer cost effective to maintain. Based on age, utilization, maintenance costs, downtime, physical condition, and obsolescence, these four vehicles must be replaced. Impact on Future Average age of the four vehicles identified for replacement is years; Operating Budgets average mileage is 159,414. Total lifetime maintenance costs are $85, with an average yearly maintenance cost for the four vehicles being $5, Expected maintenance savings over the next five years will be approximately $28, if these four vehicles are replaced. Source of Funding: Equipment Reserve and transfer in from operating 27

311 JOSEPHINE COUNTY SCHEDULE F - CAPITAL OUTLAYS Budget Capital items are valued at $5,000 or more at time of purchase and have a useful life in excess of one year OFFICE/DEPT NAME: Sheriff / Jail Commissary Fund - Cost Center: Capital Item: Jail control and camera system Cost: $ 150,000 Purpose/Justification: The Jail currently has three independent systems to control door, intercom and camera systems. At the time the Adult Jail was built in 1999, each of these three systems was End-Of-Life technologies. Every year that passes the cost, time, and materials necessary to maintain operability for these systems increases. The replacement system would integrate the control mechanisms into a unified network-based interface, that would allow authenticated users to control these systems from any county network connected computer independent of operating system. Impact on Future Had no impact on operating budget. Savings from Commissary sales over 3 years Operating Budgets: paid for this. Source of Funding: Fund Balance in Equipment Reserve prior 3 years transfers from Commissary 28

312 Debt Service Funds

313 JOSEPHINE COUNTY, OREGON Table of Contents Debt Service Funds Fund Number and Name 60 Adult Jail Facility Debt Service Fund PERS Debt Service Fund... 3 Bonded Debt Service Table... 6

314 FORM LB 10 Actual Historical Data SPECIAL FUND RESOURCES AND REQUIREMENTS Adult Jail Facility Debt Service Fund (Fund 60) DESCRIPTION RESOURCES AND REQUIREMENTS Josephine County Budget for Next Year Approved By Budget Committee Third Preceding Second Preceding First Preceding Adopted Budget Proposed By Adopted By Year Year Year Year Budget Officer Governing Body RESOURCES $95,161 $89,177 $149,161 $70,000 Cash on hand *, or Beginning Fund Balance $40,000 $40,000 $40, Fees & Charges for Services Intergovernmental Revenues Interfund Charges for Services ,459 12,429 15,341 8,000 Interest and Other Revenues 2,000 2,000 2,000 Transferred IN, from other funds 103, , ,502 78,000 Total Resources, except taxes to be levied 42,000 42,000 42,000 1,021,000 Taxes estimated to be received 1,008,000 1,008,000 1,008,000 1,035,820 1,096,467 1,001,612 Taxes collected in year levied $1,139,440 $1,198,073 $1,166,114 $1,099,000 TOTAL RESOURCES $1,050,000 $1,050,000 $1,050,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $1,050,263 $1,048,913 $1,046,763 $1,049,000 Debt Service Payment $1,050,000 $1,050,000 $1,050,000 0 Contingency/Fund Balance , , ,351 Ending balance (prior years) 50,000 UNAPPROPRIATED ENDING FUND BALANCE $1,139,440 $1,198,073 $1,166,114 $1,099,000 TOTAL REQUIREMENTS $1,050,000 $1,050,000 $1,050,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev )

315 ADULT JAIL DEBT SERVICE to $1,060,000 $1,050,000 $1,040,000 $1,030,000 $1,020,000 $1,010,000 $1,000,000 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Requirements Debt Service $1,050,263 $1,048,913 $1,046,763 $1,049,000 $1,050,000 Total Requirements $1,050,263 $1,048,913 $1,046,763 $1,049,000 $1,050,000 Resources Taxes $1,035,820 $1,096,467 $1,001,612 $1,021,000 $1,008,000 Other Revenues $8,459 $12,429 $15,291 $8,000 $2,000 Total Resources $1,044,279 $1,108,896 $1,016,953 $1,029,000 $1,010,000 FTE Purpose of Program This fund accounts for the collection of property taxes related to the retirement of the bonds issued for the construction of the Adult Jail. Josephine County voters approved the levy in the November 3, 1998 general election. 2

316 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS PERS Bond Debt Service Fund (Fund 61) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $245,695 $498,480 $728,356 $730,000 Cash on hand *, or Beginning Fund Balance $1,100,000 $1,100,000 $1,100, Fees & Charges for Services Intergovernmental Revenues ,380,000 1,430,928 1,403,928 1,500,000 Interfund Charges for Services 1,348,000 1,348,000 1,348,000 1,785 3,323 5,671 3,000 Interest and Other Revenues 8,000 8,000 8,000 Transferred IN, from other funds 1,627,480 1,932,731 2,137,954 2,233,000 Total Resources, except taxes to be levied 2,456,000 2,456,000 2,456,000 Taxes estimated to be received Taxes collected in year levied $1,627,480 $1,932,731 $2,137,954 $2,233,000 TOTAL RESOURCES $2,456,000 $2,456,000 $2,456,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $1,129,000 $1,177,375 $1,230,750 $1,290,000 Debt Service Payment $1,348,000 $1,348,000 $1,348,000 0 Contingency/Fund Balance , , ,204 Ending balance (prior years) 943,000 UNAPPROPRIATED ENDING FUND BALANCE 1,108, $1,627,480 $1,932,731 $2,137,954 $2,233,000 TOTAL REQUIREMENTS $2,456,000 $2,456,000 $2,456,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev )

317 PERS BOND DEBT SERVICE to $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Proposed Requirements Debt Service $1,129,000 $1,177,375 $1,230,750 $1,290,000 $1,348,000 Total Requirements $1,129,000 $1,177,375 $1,230,750 $1,290,000 $1,348,000 Resources Interfund Charges for Services $1,380,000 $1,403,928 $1,403,928 $1,500,000 $1,348,000 Other Revenues $1,785 $3,323 $5,671 $3,000 $8,000 Total Resources $1,381,785 $1,407,251 $1,409,599 $1,503,000 $1,356,000 FTE

318 PERS BOND DEBT SERVICE Purpose of Program The County created this fund FY and completed financing the PERS unfunded actuarial liability that existed at that time. The revenue is being received from all County departments as a percent of payroll. The related debt payments are recorded in this fund. 5

319 Josephine County Future Bonded Debt Service As of July 1, 2017 To be paid from Fund 60 - Adult Jail Facility Debt Service Fiscal Total Year of Payment Maturity Principal Interest Due ,000,000 50,000 1,050,000 $ 1,000,000 $ 50,000 $ 1,050,000 To be paid from Fund 61 - PERS Bond Debt Service Fiscal Total Year of PERS 2001A PERS 2012 Payment Maturity Principal Interest Principal Interest Due , , , ,338 1,347, ,055, ,488 1,401, ,165, ,969 1,467, ,280, ,913 1,534, ,405, ,113 1,607, ,540, ,131 1,677, ,425,000 65,906 1,490, , ,828 8,050,000 1,661,856 10,526,856 6

320 Trust Funds

321 JOSEPHINE COUNTY, OREGON Table of Contents Trust Funds Fund Number and Name 71 County School Trust Fund Human Service Programs Trust Fund Library Programs Trust Fund PEG Access Fund Sheriff Forfeiture Fund Sheriff Programs Trust Fund... 18

322 FORM LB 10 Actual Historical Data SPECIAL FUND RESOURCES AND REQUIREMENTS County School Trust Fund (Fund 71) DESCRIPTION RESOURCES AND REQUIREMENTS Josephine County Budget for Next Year Third Preceding Second Preceding First Preceding Adopted Budget Proposed By Approved By Year Year Year Year Budget Officer Budget Committee RESOURCES $538 $16 $26 $0 Cash on hand *, or Beginning Fund Balance $0 $0 $ Fees & Charges for Services , , , ,000 Intergovernmental Revenues 50,000 50,000 50, Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds Adopted By Governing Body 349, , , ,000 Total Resources, except taxes to be levied 50,000 50,000 50,000 Taxes estimated to be received Taxes collected in year levied $349,257 $344,224 $303,384 $355,000 TOTAL RESOURCES $50,000 $50,000 $50,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $0 $0 $0 $0 Personnel Services $0 $0 $0 349, , , ,000 Materials & Services 50,000 50,000 50,000 Contingency/Fund Balance Ending balance (prior years) UNAPPROPRIATED ENDING FUND BALANCE $349,257 $344,224 $303,384 $355,000 TOTAL REQUIREMENTS $50,000 $50,000 $50,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 1

323 COUNTY SCHOOL TRUST FUND to $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Other Expenditures $349,241 $344,198 $303,331 $355,000 $50,000 Total Requirements $349,241 $344,198 $303,331 $355,000 $50,000 Resources Taxes $147 $199 $236 $0 $0 Intergovernmental Revenues $348,554 $343,945 $302,360 $355,000 $50,000 Other Revenues $18 $63 $98 $0 $0 Total Resources $348,719 $344,208 $302,694 $355,000 $50,000 FTE

324 COUNTY SCHOOL TRUST FUND Purpose of Program County School Trust Fund is set up to receive and distribute monies received by the county from federal forest reserve receipts. Apportionment of these payments between the school districts in the county is based on the average daily enrollment for the previous school year. Mandated Activities: Set up fund to receive payments from federal forest reserve receipts - ORS Distribute all payments received for the benefit of County School Fund - ORS

325 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Human Service Trust Fund (Fund 72) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $134,855 $134,590 $123,752 $132,800 Cash on hand *, or Beginning Fund Balance $41,000 $41,000 $41, Fees & Charges for Services Intergovernmental Revenues Interfund Charges for Services ,500 Interest and Other Revenues 1,000 1,000 1,000 Transferred IN, from other funds 135, , , ,300 Total Resources, except taxes to be levied 42,000 42,000 42,000 Taxes estimated to be received Taxes collected in year levied $135,321 $135,155 $124,338 $134,300 TOTAL RESOURCES $42,000 $42,000 $42,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $0 $0 $0 $0 Personnel Services $0 $0 $ , ,000 Materials & Services 42,000 42,000 42,000 0 Contingency/Fund Balance , , ,384 Ending balance (prior years) 47,300 UNAPPROPRIATED ENDING FUND BALANCE $135,321 $135,155 $124,338 $134,300 TOTAL REQUIREMENTS $42,000 $42,000 $42,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 4

326 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Human Services Trust Fund (72) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net - $ 94,300 $ 94,300 $ - William MacKenzie Trust $ - $ - $ - - 2,000 2,000 - Veterans Benefits Donations ,000 6, ,000 6,000 - Jennifer Patton Memorial ,200 6, ,000 16,000 - Zelzie Reed Trust ,800 14, ,000 16,000 - Field Services - State Funds ,000 15, $ 134,300 $ 134,300 $ - Total for Fund - $ 42,000 $ 42,000 $ - 5

327 HUMAN SERVICE PROGRAMS TRUST to $90,000 $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $731 $3,756 $954 $77,000 $42,000 Fees and Services $0 $2,000 $0 $0 $0 Capital Outlay $0 $5,647 $0 $0 $0 Total Requirements $731 $11,403 $954 $77,000 $42,000 Resources Other Revenues $466 $565 $586 $1,500 $1,000 Total Resources $466 $565 $586 $1,500 $1,000 FTE

328 HUMAN SERVICE PROGRAMS TRUST William MacKenzie Trust - Purpose of Program This program was established based on a bequest included in the will of William MacKenzie. The bequest established the trust principal of $47,262 which cannot be expended. The purpose of the program is to assist Josephine County residents who have exhausted all other source of public assistance. The program, which is administered by the Board of County Commissioners, provides assistance based on requests received from various public service agencies, within the limits of the amount of interest earned by the trust. The MacKenzie Trust was expended in full during the fiscal year. Veterans Benefits Donations - Purpose of Program This program accounts for donations received on behalf of the Veterans Service Office. Revenues are from private party donations. Expenditures are for activities that support the Veterans Service Office. Jennifer Patton Memorial - Purpose of Program This program was established in the name of Jennifer Patton, a former skill trainer for the Developmental Disabilities Program, whose life was cut short in May The program directly serves clients with developmental disabilities and supports the activities she shared with them. Revenue is from donations and interest earnings. Expenditures are for activities related to developmental disabilities programs. Zelzie Reed Trust - Purpose of Program A bequeath from the estate of Ms. Reed established this program to provide services to children through the Early Intervention Program. Expenditures are for the administration and operation of the Early Intervention Program. Field Services/State Funds - Purpose of Program This program was set up by BCC resolution as an expendable trust. The money can be spent on any program for treatment of drug affected persons. Expenditure approval by the director of Community Corrections is required. 7

329 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Library Programs Trust Fund (Fund 74) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $624,050 $611,634 $599,860 $610,500 Cash on hand *, or Beginning Fund Balance $564,400 $564,400 $564, Fees & Charges for Services Intergovernmental Revenues Interfund Charges for Services ,875 1,948 2,529 1,900 Interest and Other Revenues 2,600 2,600 2,600 Transferred IN, from other funds 625, , , ,400 Total Resources, except taxes to be levied 567, , ,000 Taxes estimated to be received Taxes collected in year levied $625,925 $613,582 $602,389 $612,400 TOTAL RESOURCES $567,000 $567,000 $567,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $0 $0 $0 $0 Personnel Service $0 $0 $0 14,291 13,722 40, ,000 Materials & Services 199, , ,000 36,000 Contingency/Fund Balance , , ,912 Ending balance (prior years) 367,400 UNAPPROPRIATED ENDING FUND BALANCE 367, ,400 0 $625,925 $613,582 $602,389 $612,400 TOTAL REQUIREMENTS $567,000 $567,000 $567,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 8

330 JOSEPHINE COUNTY Schedule A - Office/Division Summary of Programs Budget Fund: Library Programs Trust Fund (74) Budget Program Name Budget FTE Resources Requirements Net FTE Resources Requirements Net - $ 54,000 $ 54,000 $ - Kaye Jean Turner Memorial Trust $ 54,000 $ 54,000 $ , ,400 - George Borders Memorial Trust , , ,400 $ 612,400 $ - Total for Fund - $ 567,000 $ 567,000 $ - 9

331 LIBRARY PROGRAMS TRUST to $250,000 $200,000 $150,000 $100,000 $50,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $14,291 $13,722 $40,477 $209,000 $199,600 Total Requirements $14,291 $13,722 $40,477 $209,000 $199,600 Resources Other Revenues $1,875 $1,948 $2,529 $1,900 $2,600 Total Resources $1,875 $1,948 $2,529 $1,900 $2,600 FTE

332 LIBRARY PROGRAMS TRUST Kaye Jean Turner Memorial Trust - Purpose of Program Mr. and Mrs. Fred Gray established the Kaye Jean Turner Trust Fund in 1979 in memory of their daughter. The purpose of the fund is to purchase library materials in the subject areas of art history and art appreciation. No more than one-third of the principal amount is to be expended annually with the remaining balance to accumulate interest and be added to the principal amount for future use. George Borders Memorial Trust - Purpose of Program This fund was established in 1995 as a result of a bequest from the estate of Mr. Borders. The principal of $305, is to remain unspent, while the interest may be used for projects to benefit the Main Library in Grants Pass. Included in the bequest is land with a book value of $61,

333 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS PEG Access Fund (Fund 75) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body 1 2 $224 $1 $608 $0 RESOURCES Cash on hand * (cash basis), or Beginning Fund Balance $36,800 $36,800 $36, ,999 23,586 33,207 23,000 Fees & Charges for Services 5,000 5,000 5, Intergovernmental Revenues Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds ,245 23,608 33,893 23,000 Total Resources, except taxes to be levied 42,000 42,000 42, $23,245 $23,608 $33,893 $23,000 Taxes estimated to be received Taxes collected in year levied TOTAL RESOURCES $42,000 $42,000 $42, REQUIREMENTS ** 15 Org Unit or Prog & Activity Object Classification 16 $0 $0 $0 $0 Personnel Services $0 $0 $ , ,495 23,000 Materials & Services 10,000 10,000 10, , Interfund Transfer Out 48 Equipment Reserve Fund Contingency/Fund Balance 32,000 32,000 32, ,398 Ending balance (prior years) 30 0 UNAPPROPRIATED ENDING FUND BALANCE 31 $23,245 $23,608 $33,893 $23,000 TOTAL REQUIREMENTS $42,000 $42,000 $42,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) Detail 12

334 PEG ACCESS FUND to $25,000 $20,000 $15,000 $10,000 $5,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $23,244 $0 $1,495 $23,000 $10,000 Interfund Transfers $0 $23,000 $0 $0 $0 Total Requirements $23,244 $23,000 $1,495 $23,000 $10,000 Resources Fees and Charges for Services $22,999 $23,586 $33,285 $23,000 $5,000 Other Revenues $21 $20 $0 $0 $200 Total Resources $23,021 $23,606 $33,285 $23,000 $5,200 FTE

335 PEG ACCESS FUND Purpose of Program PEG is an acronym for Public, Educational, and Governmental Access Channels. PEG channels are not mandated by federal law, but are a part of the franchise agreement between the County and the cable operator. Revenues are from franchise fees for the operation of the cable communication systems within the unincorporated area of Josephine County. Expenditures are for public cable access. 14

336 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Sheriff Forfeiture Fund (Fund 76) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $116,758 $20,587 $37,523 $15,000 Cash on hand *, or Beginning Fund Balance $21,000 $21,000 $21,000 4,027 36, ,000 Fees & Charges for Services Intergovernmental Revenues 6,000 6,000 6, Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds 121,055 57,524 38,623 20,000 Total Resources, except taxes to be levied 27,000 27,000 27,000 Taxes estimated to be received Taxes collected in year levied $121,055 $57,524 $38,623 $20,000 TOTAL RESOURCES $27,000 $27,000 $27,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $0 $0 $0 $0 Personnel Services $0 $0 $ ,000 Materials & Services 5,000 5,000 5,000 Interfund Transfer Out 100,000 20,000 20, Public Safety Fund ,000 Contingency/Fund Balance 22,000 22,000 22,000 20,587 37,524 18,623 Ending balance (prior years) 0 UNAPPROPRIATED ENDING FUND BALANCE $121,055 $57,524 $38,623 $20,000 TOTAL REQUIREMENTS $27,000 $27,000 $27,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 15

337 SHERIFF FORFEITURE FUND to $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $468 $0 $0 $5,000 $5,000 Interfund Transfers $100,000 $20,000 $20,000 $0 $0 Total Requirements $100,468 $20,000 $20,000 $5,000 $5,000 Resources Fees and Charges for Services $0 $36,808 $11,000 $5,000 $0 Other Revenues $4,297 $128 $0 $0 Total Resources $4,297 $36,937 $11,000 $5,000 $6,000 FTE

338 SHERIFF FORFEITURE FUND Purpose of Program The Sheriff's Office maintains outstanding forfeiture files, with revenues pending adjudication in both Circuit and Federal Courts, from participation in prior Narcotics Task Forces (JOINT, RADE, and DEA). 17

339 FORM LB 10 SPECIAL FUND RESOURCES AND REQUIREMENTS Sheriff Programs Trust Fund (Fund 77) Josephine County Historical Data Budget for Next Year Actual DESCRIPTION Third Preceding Second Preceding First Preceding Adopted Budget RESOURCES AND REQUIREMENTS Proposed By Approved By Adopted By Year Year Year Year Budget Officer Budget Committee Governing Body RESOURCES $63,285 $53,621 $49,758 $50,000 Cash on hand *, or Beginning Fund Balance $57,900 $57,900 $57,900 8,987 9,383 20,635 10,000 Fees & Charges for Services 18,500 18,500 18, Intergovernmental Revenues Interfund Charges for Services Interest and Other Revenues Transferred IN, from other funds ,271 63,004 70,393 60,000 Total Resources, except taxes to be levied 77,000 77,000 77,000 Taxes estimated to be received Taxes collected in year levied $72,271 $63,004 $70,393 $60,000 TOTAL RESOURCES $77,000 $77,000 $77,000 REQUIREMENTS ** Org Unit or Prog & Activity Object Classification Detail $0 $0 $0 $0 Personnel Services $0 $0 $0 18,650 13,246 5,703 60,000 Materials & Services 67,500 67,500 67,500 Interfund Transfer Out Public Safety Fund Contingency/Fund Balance 9,500 9,500 9,500 53,621 49,758 64,690 Ending balance (prior years) 0 UNAPPROPRIATED ENDING FUND BALANCE $72,271 $63,004 $70,393 $60,000 TOTAL REQUIREMENTS $77,000 $77,000 $77,000 *The balance of cash, cash equivalents and investments in the fund at the beginning of the budget year (Rev ) 18

340 SHERIFF PROGRAMS to $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 FY FY FY FY FY FY FY FY FY FY Actual Actual Actual Adopted Adopted Requirements Supplies $11,242 $10,498 $3,369 $60,000 $56,500 Fees and Services $4,250 $1,827 $982 $0 $10,000 Training and Travel $2,437 $921 $1,352 $0 $1,000 Other Expenditures $260 $0 $0 $0 $0 Interfund Transfers OUT $461 $0 $0 $0 $0 Total Requirements $18,650 $13,246 $5,703 $60,000 $67,500 Resources Fees and Charges for Services $8,673 $9,197 $20,635 $9,850 $18,500 Other Revenues $314 $186 $0 $150 $600 Total Resources $8,987 $9,383 $20,635 $10,000 $19,100 FTE

341 SHERIFF PROGRAMS Crime Prevention - Purpose of Program This trust is used for the Victims Impact Panel. Expenditures are related to costs associated with Speaker's Fees, Program Coordination stipends, and Facilitator stipends. Revenues are generated through Court Fees charged to Offenders. DARE Program - Purpose of Program This trust is for youth drug abuse education. Expenditures are focused on advertising and youth sports sponsorships. (D.A.R.E. stands for Drug Abuse Resistance Education) Friends of K9 - Purpose of Program This trust is used for the up keep of the K9 Unit, through donations acquired by the non-profit 'Friends of K9' group. Expenses fund K9 and handler training, operating and maintenance expenses. Reserve - Purpose of Program This trust is for the running of the Sheriff's Office Reserve Unit. The Reserve Unit provides security at local events such as Boatnik, County Fair, and school functions. 20

342 Inter-fund Transfer Schedule

343 JOSEPHINE COUNTY Budget Interfund Transfer Schedule TRANSFER FROM (EXPENDITURE) TRANSFER TO (REVENUE) Number Fund Name Amount Number Fund Name Amount 10 General Fund 10, Public Works Special Programs 10, General Fund 2,500, Public Safety Fund 2,500, General Fund 150, Public Health Fund - Clinic 150, General Fund 474, Internal Services Fund (ISF) 474, General Fund 67, Property Reserve Fund 67, General Fund 179, Equipment Reserve Fund 179, General Fund 750, Forestry Reserve Fund 750,000 Subtotal 4,130,600 $ 4,130, Public Works Fund 596, Internal Services Fund (ISF) 596, Public Works Fund 3,204, PW Road & Bridge Reserve Fund 3,204, Public Works Fund 74, Equipment Reserve Fund 74,500 Subtotal 3,875,800 3,875, Public Safety Fund 58, Juvenile Justice Special Fund-CAMI 58, Public Safety Fund 612, Internal Services Fund (ISF) 612, Public Safety Fund 177, Property Reserve Fund 177, Public Safety Fund 53, Equipment Reserve Fund 53,500 Subtotal 901, , Community Corrections Fund 381, Internal Services Fund (ISF) 381, Community Corrections Fund 100, Public Safety - Justice Reinv. Grant 100, Community Corrections Fund 248, Adult Jail Fund - Justice Reinv. Grant 248,900 Subtotal 730, , Mental Health Fund 31, Internal Services Fund (ISF) 31, Mental Health Fund 43, Internal Services Fund (ISF) 43, Mental Health Fund 7, Public Safety Fund-Juvenile Justice 7,500 Subtotal 82,300 82, Jail & Detention Fund 625, Internal Services Fund (ISF) 625, Jail & Detention Fund 62, Equipment Reserve Fund 62,000 Subtotal 687, , Internal Service Fund 130, County Buildings & Fleet Fund 130, Internal Service Fund 323, Equipment Reserve Fund 323,000 Subtotal 453, , County Buildings & Fleet Fund 61, Public Works Fund 61, County Buildings & Fleet Fund-Fleet 271, Equipment Reserve Fund 271, County Buildings & Fleet Fund-BOM 97, Property Reserve Fund 97,500 Subtotal 430, , Forestry Reserve Fund 600, Public Safety Fund-Juvenile Justice 600,000 Subtotal 600, , Insurance Reserve Fund 38, General Fund-Planning 38,200 Subtotal 38,200 38, Public Health Fund 213, Internal Services Fund (ISF) 213, Public Health Fund 34, Internal Services Fund (ISF)-Grant 34, Public Health Fund 2, Equipment Reserve Fund 2,600 Subtotal 250, , Grant Projects Fund: Economic Development 57, General Fund (Planning) 57,500 Economic Development 20, Fairgrounds Fund 20,000 Economic Development 20, Parks Fund 20,000 Economic Development 30,000 51/52 Airports Fund 30,000 Economic Development 100,000 51/52 Airports Fund-Capital Project 100,000 Economic Development 20, Property Reserve 20,000 Subtotal 247, , Building and Safety Fund 76, Internal Services Fund (ISF) 76,700 Subtotal 76,700 76,700 Continued Next Page 1

344 JOSEPHINE COUNTY Budget Interfund Transfer Schedule TRANSFER FROM (EXPENDITURE) TRANSFER TO (REVENUE) Number Fund Name Amount Number Fund Name Amount 23 Fairgrounds Fund 66, Internal Services Fund (ISF) 66, Fairgrounds Fund 21, Property Reserve Fund 21, Fairgrounds Fund 6, Grant Fund- Econ Dev Loan 6,500 Subtotal 94,100 94, Parks Fund 127, Internal Services Fund ISF) 127,300 Subtotal 127, , Transit Fund 7, Public Works Fund 7, Transit Fund 178, Internal Services Fund (ISF) 178, Transit Fund 822, Equipment Reserve Fund 822,500 Subtotal 1,008,500 1,008, Animal Shelter & Control 80, Internal Services Fund (ISF) 80, Animal Shelter & Control 20, Property Reserve Fund 20,000 Subtotal 100, , County Clerk Records Fund 3, Internal Services Fund (ISF) 3, County Clerk Records Fund 9, Equipment Reserve Fund 9,000 Subtotal 12,100 12, DA Forfeiture Fund 137, Public Safety Fund - DA Office 137,000 Subtotal 137, , DA Special Programs Fund 50, Public Safety - DA Office 50, DA Special Programs Fund 38, Juv Justice Special Programs-CAMI 38,100 Subtotal 88,100 88, Juv Justice Special Programs 16, Internal Services Fund (ISF) 16,600 Subtotal 16,600 16, Public Land Corner Preservation 15, Internal Services Fund (ISF) 15,400 Subtotal 15,400 15, Public Works Special Programs 9, Public Works Fund - NVIP 9, Public Works Special Programs 13, Public Works Fund - SW Mgmt 13, Public Works Special Programs 12, Internal Services Fund (ISF) 12,800 Subtotal 36,400 36, Jail Commissary Fund 150, Equipment Reserve Fund 150,000 Subtotal 150, ,000 51/52 Airports Fund 40, Internal Services Fund (ISF) 40,900 51/52 Airports Fund 18, Property Reserve Fund 18,200 Subtotal 59,100 59,100 Total Interfund Transfers $ 14,349,700 $ 14,349,700 Budgeted 40 Internal Services Fund (ISF) at 10% 3,553,000 Actual 40 Internal Services Fund (ISF) at 7.5% 2,985,800 Difference for ISF transfers 567,200 2

345 Page Intentionally Blank 3

346 Personnel

347 JOSEPHINE COUNTY, OREGON Budget Table of Contents Personnel Section Name Josephine County Organizational Chart... 1 Salaries from More than One Source... 2 Salaries and Taxes & Benefit Percentages... 4 FTE Comparison of through Budget... 5 County Budget Staffing Summary-Full Time Equivalents (FTE) Multi-Year History... 6 County Budget Staffing Summary-Full Time Equivalents (FTE) Multi-Year History-Trend Lines... 7 County Budget Full Time Equivalents (FTE) to GRAPH... 9 Salary Tables (Elected, Non-Union, AFSCME, FOPPO, SEIU, Sheriff Association) Schedule D- Personnel Lists by Department General Fund (Assessor, Clerk, Treasury, Surveyor, Veteran s Service, Emergency Mngt, Forestry, Planning/Building Safety, Commissioners) Public Works & County Fleet Public Safety Departments (Sheriff, District Attorney, Juvenile Justice) Community Corrections Special Revenue Funds (Public Health, Building Safety (see Gen Fund), Fair, Parks, Transit) Internal Service Fund (Finance, Human Resources, Information Tech/GIS, Legal/ LawLibrary/ Property Management) Building Operations & Maintenance Airports... 47

348 Josephine County Organizational Structure Board of Commissioners Programs Airports Forestry Citizens Divisions Fairgrounds Parks Building Offices Community Corrections Safety Juvenile Facilities Justice Finance Human Resources Elected Officials Assessor Clerk Veteran Services Planning Public District Attorney Health Legal Counsel Sheriff s Office Public Surveyor Works Treasury/Tax 1 Revised September 30, 2016-Finance

349 JOSEPHINE COUNTY SALARIES PAID FROM MORE THAN ONE SOURCE Total Detailed Salary & Benefits Detailed Salary & Benefits Number of Salary Dept or Dept or Position Description Employees & Benefits Fund # Program Amount Fund # Program Amount Surveyor 1 $ 21, Surveyor $ 5, Corner Preserv. $ 16,263 Sr Dept Specialist 1 $ 70, Surveyor $ 42, Corner Preserv. $ 28,380 Surveyor Tech III 1 $ 81, Surveyor $ 8, Corner Preserv. $ 73,297 Admin Secretary 1 $ 55, Forestry $ 44, Parks $ 11,048 Community Development Director 1 $ 149, Planning $ 112, Building Safety $ 37,467 Code Enforcement Administrator 1 $ 76, Planning $ 57, Building Safety $ 19,055 Department Specialist 1 $ 20, Planning $ 10, Building Safety $ 10,164 Fleet Program Supervisor 1 $ 111, Public Works $ 83, County Fleet $ 27,961 Storeroom/Data Entry Clerk 1 $ 57, Public Works $ 34, County Fleet $ 22,896 Sheriff 1 $ 154, Public Safety $ 61, Jail & Detention $ 92,882 Undersheriff 1 $ 146, Public Safety $ 58, Jail & Detention $ 87,869 Admin Budget Specialist 1 $ 80, Public Safety $ 32, Jail & Detention $ 48,054 Juvenile Justice Director 1 $ 130, Public Safety $ 65, Jail & Detention $ 65,377 Juvenile Justice Deputy Director 1 $ 111, Public Safety $ 55, Jail & Detention $ 55,914 Juvenile Justice Admin Supervisor 1 $ 82, Public Safety $ 41, Jail & Detention $ 41,050 Juvenile Justice Dept Specialist 1 $ 62, Public Safety $ 31, Jail & Detention $ 31,117 Detention/Shelter Prg Supervisor 1 $ 88, Public Safety $ 22, Jail & Detention $ 66,612 Juvenile Facility Teacher 2 $ 73, Public Safety $ 36, Jail & Detention $ 36,810 Juvenile Group Life Counselor Lead 2 $ 73, Public Safety $ 36, Jail & Detention $ 36,810 2

350 JOSEPHINE COUNTY SALARIES PAID FROM MORE THAN ONE SOURCE Total Detailed Salary & Benefits Detailed Salary & Benefits Number of Salary Dept or Dept or Position Description Employees & Benefits Fund # Program Amount Fund # Program Amount Juvenile Group Life Counseler II 6 $ 67, Public Safety $ 33, Jail & Detention $ 33,756 Juvenile Group Life Counseler I 6 $ 64, Public Safety $ 32, Jail & Detention $ 32,361 Juvenile Food Service Specialist 1 $ 56, Public Safety $ 28, Jail & Detention $ 28,477 Public Health Director 1 $ 140, Public Health $ 116, Animal Fund $ 23,803 Senior Admin Supervisor-PH 1 $ 89, Public Health $ 85, Animal Fund $ 4,489 Accounting Specialist-PH 1 $ 58, Public Health $ 38, Animal Fund $ 20,587 Department Specialist-PH 1 $ 52, Public Health $ 36, Animal Fund $ 15,797 Source: Department Adopted Budgets for

351 JOSEPHINE COUNTY Salaries and Taxes & Benefits Table Taxes & Taxes & Benefits as Benefits as Salaries Taxes & Percent of Percent of FTE & Wages Benefits Total Total Salary Assessor , ,000 1,069, % 60.7% Clerk , , , % 65.3% Treasurer , , , % 71.6% Surveyor - Gen Fund ,100 24,900 71, % 54.0% Surveyor - Public Land Corner Pres ,900 49, , % 71.3% Veterans Service Office ,000 78, , % 60.2% Emergency Management ,900 42, , % 64.5% Forestry , , , % 63.9% Community Development/Planning , , , % 54.8% Commissioners , , , % 46.1% Public Works ,431,700 1,796,300 4,228, % 73.9% Sheriff ,696,200 1,392,100 3,088, % 82.1% Sheriff-Adult Jail ,684,200 2,109,100 4,793, % 78.6% District Attorney ,161, ,300 1,884, % 62.2% DA Support Incentive % 0.0% Juvenile Justice , ,300 1,351, % 71.9% Juvenile Justice-Detention , , , % 74.2% Juvenile CAMI/Mediation ,700 57, , % 59.0% Mental Health ,000 33,000 86, % 62.3% Community Corrections ,860,500 1,238,800 3,099, % 66.6% Public Health , ,500 1,580, % 62.5% Public Health-Animal Shelter & Control , , , % 70.4% Community Development/Building & Safety , , , % 66.7% Fairgrounds ,300 91, , % 56.5% Parks , , , % 69.8% Transit , ,600 1,111, % 66.4% Airports , , , % 70.4% Finance , , , % 61.8% Human Resources , , , % 53.9% Information Technology/GIS , , , % 62.2% Legal & Law Library , , , % 60.5% Legal/Property Management ,100 32,000 80, % 66.5% Building Operations/Maint , ,600 1,308, % 74.9% County Fleet ,500 90, , % 70.0% Subtotal ,063,400 13,244,600 32,308, % 69.5% Nondepartmental: Payroll Reserve Fund - 303, , , % 64.7% Grand Totals ,366,900 13,441,100 32,808, % 69.4% Source: Department Adopted Budgets for

352 JOSEPHINE COUNTY Comparison of FTE by Department Budget Budget Budget Budget Difference from FTE FTE FTE FTE FTE Assessor Clerk Treasurer Surveyor Surveyor Public Land Corner Pres Veterans Service Office Emergency Management Forestry Planning Commissioners (0.50) Public Works Sheriff Sheriff-Adult Jail District Attorney (2.80) DA Support Incentives (0.20) Juvenile Justice Juvenile Justice-Detention Juvenile CASA/Mediation Community Corrections (1.00) Public Health (1.92) Public Health-Animal Shelter/Control Mental Health Building & Safety Fairgrounds Parks Transit Airports Finance Human Resources Information Technology/Comm/GIS Legal/Law Library Property Management Building Operations/Maint County Fleet Grand Totals Source: Department Adopted/Submitted Budgets 5

353 Josephine County Staffing Summary in Full Time Equivalent (FTE) Employees (including supplemental changes) Department Detail Assessor Forestry Planning Clerk Treasurer Veterans Service Office Surveyor Emergency Management Commissioners 5.50 Total General Fund: Public Safety Fund: Sheriff District Attorney (incl. spec. fund) Juvenile Justice Total Public Safety Fund: Jail & Detention Fund: Sheriff Jail Juvenile Justice Detention Jail & Detention Fund: Major Funds: Public Works Community Corrections Mental Health Total Major Funds: Internal Services Fund: Commissioners Finance Human Resources Information Technology Communications GIS Property Management (Legal) Legal / Law Library Total Internal Service: Internal Vendors Fund: Building Oper/Maint County Fleet Total Internal Vendors: Special Funds: Public Health Animal Shelter/Control Pub Health 9.57 Fairgrounds Surveyor Pub. Land Corner Transit Juvenile CASA/CAMI Parks Building & Safety Airports CCF Library Gen/Central Srvc/Econ Dev 1.45 Total Special Funds: Total FTE's

354 Full Time Employee (FTE) Totals General Fund Employee Total Trend Line Assessor Forestry Planning Clerk Treasurer Veterans Service Office Surveyor Emergency Management Commissioners Public Safety Employee Total Trend Line Sheriff Full Time Employee (FTE) Totals District Attorney (incl. spec. fund) Juvenile Justice Major Funds Employee Totals Trend Line Public Works Community Corrections Mental Health Jail & Detention Fund: 7

355 Full Time Employee (FTE) Totals Special Revenue Funds (Supported by own fees/grants) Public Health Transit Parks Fairgrounds Surveyor Pub. Land Corner Juvenile CASA/CAMI CCF Building & Safety Airports Library Gen/Central Srvc/Econ Dev Animal Shelter/Control Pub Health Internal Service Fund (ISF) Employee Total Trend Line Commissioners 9.00 Finance Human Resources Property Management (Legal) Information Technology Communications GIS Legal / Law Library Internal Vendor Funds Employee Total Trend Line Building Oper/Maint County Fleet

356 JOSEPHINE COUNTY BUDGETED FTE to County Total General & Public Safety Sheriff Only

357 ELECTED OFFICIALS COMPENSATION SCHEDULE EFFECTIVE 1/1/2017 Annual Monthly Hourly E 03 Assessor $ 75, $ 6, $ E 03A Clerk $ 73, $ 6, $ E 04 Commissioners $ 76, $ 6, $ E 02 District Attorney $ 21, $ 1, $ (excludes E 06 Legal Counsel $ 98, $ 8, $ E 05 Sheriff $ 91, $ 7, $ State Salary of $90,972) E 01 Surveyor $ 8, $ $ (Paid hourly rate for hours (Part-time status) E 03T Treasurer $ 73, $ 6, $ (Includes Tax Collector - 40%) in excess of 20 per month) 10

358 Non Union Salary Table Effective 1/1/2017 Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step L10 Step L15 Step L20 NU1 $ 1, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ $ $ $ $ $ $ $ $ $ $ $ NU2 $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ NU3 $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ NU4 $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ NU5 $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ NU6 $ 2, $ 2, $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ NU7 $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ NU8 $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ NU9 $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ NU10 $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ NU11 $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ NU12 $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ NU13 $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 5, $ 5, $ $ $ $ $ $ $ $ $ $ $ $ NU14 $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 5, $ 5, $ 5, $ 5, $ $ $ $ $ $ $ $ $ $ $ $

359 Non Union Salary Table Effective 1/1/2017 Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step L10 Step L15 Step L20 NU15 $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 5, $ 5, $ 5, $ 5, $ 5, $ $ $ $ $ $ $ $ $ $ $ $ NU16 $ 4, $ 4, $ 4, $ 4, $ 4, $ 5, $ 5, $ 5, $ 5, $ 5, $ 5, $ 5, $ $ $ $ $ $ $ $ $ $ $ $ NU17 $ 4, $ 4, $ 4, $ 4, $ 5, $ 5, $ 5, $ 5, $ 5, $ 6, $ 6, $ 6, $ $ $ $ $ $ $ $ $ $ $ $ NU18 $ 4, $ 4, $ 5, $ 5, $ 5, $ 5, $ 5, $ 5, $ 6, $ 6, $ 6, $ 6, $ $ $ $ $ $ $ $ $ $ $ $ NU19 $ 4, $ 5, $ 5, $ 5, $ 5, $ 5, $ 6, $ 6, $ 6, $ 6, $ 6, $ 6, $ $ $ $ $ $ $ $ $ $ $ $ NU20 $ 5, $ 5, $ 5, $ 5, $ 5, $ 6, $ 6, $ 6, $ 6, $ 6, $ 7, $ 7, $ $ $ $ $ $ $ $ $ $ $ $ NU21 $ 5, $ 5, $ 5, $ 6, $ 6, $ 6, $ 6, $ 6, $ 7, $ 7, $ 7, $ 7, $ $ $ $ $ $ $ $ $ $ $ $ NU22 $ 5, $ 5, $ 6, $ 6, $ 6, $ 6, $ 7, $ 7, $ 7, $ 7, $ 7, $ 7, $ $ $ $ $ $ $ $ $ $ $ $ NU23 $ 5, $ 6, $ 6, $ 6, $ 6, $ 7, $ 7, $ 7, $ 7, $ 8, $ 8, $ 8, $ $ $ $ $ $ $ $ $ $ $ $ NU24 $ 6, $ 6, $ 6, $ 6, $ 7, $ 7, $ 7, $ 8, $ 8, $ 8, $ 8, $ 8, $ $ $ $ $ $ $ $ $ $ $ $ NU25 $ 6, $ 6, $ 7, $ 7, $ 7, $ 7, $ 8, $ 8, $ 8, $ 8, $ 9, $ 9, $ $ $ $ $ $ $ $ $ $ $ $

360 Appenix C: AFSCME Salary Table Effective: 07/01/2015 to 6/30/ years 15 years 20 years GRADE STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 STEP 6 STEP 7 STEP 8 STEP 9 L10 L15 L20 A04 $ 1, $ 1, $ 1, $ 1, $ 1, $ 1, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 9.23 $ 9.79 $ $ $ $ $ $ $ $ $ $ A05 $ 1, $ 1, $ 1, $ 1, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 9.77 $ $ $ $ $ $ $ $ $ $ $ A06 $ 1, $ 1, $ 1, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ $ $ $ $ $ $ $ $ $ $ $ A07 $ 1, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ $ $ $ $ $ $ $ $ $ $ $ A08 $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ $ $ $ $ $ $ $ $ $ $ $ A09 $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ A10 $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ A11 $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ A12 $ 2, $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ A13 $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ A14 $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $

361 AFSCME Salary Table Effective: 07/01/2015 to 6/30/ years 15 years 20 years GRADE STEP 1 STEP 2 STEP 3 $ STEP 4 $ STEP 5 $ STEP 6 $ STEP 7 $ STEP 8 $ STEP 9 L10 L15 L20 A15 $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ A16 $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ A17 $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ A18 $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 5, $ 5, $ $ $ $ $ $ $ $ $ $ $ $ A19 $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 5, $ 5, $ 5, $ 5, $ $ $ $ $ $ $ $ $ $ $ $ A20 $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 5, $ 5, $ 5, $ 5, $ 5, $ 5, $ $ $ $ $ $ $ $ $ $ $ $ A21 $ 4, $ 4, $ 4, $ 4, $ 4, $ 5, $ 5, $ 5, $ 5, $ 5, $ 5, $ 6, $ $ $ $ $ $ $ $ $ $ $ $ A22 $ 4, $ 4, $ 4, $ 4, $ 5, $ 5, $ 5, $ 5, $ 6, $ 6, $ 6, $ 6, $ $ $ $ $ $ $ $ $ $ $ $ A23 $ 4, $ 4, $ 5, $ 5, $ 5, $ 5, $ 5, $ 6, $ 6, $ 6, $ 6, $ 6, $ $ $ $ $ $ $ $ $ $ $ $ A24 $ 4, $ 5, $ 5, $ 5, $ 5, $ 5, $ 6, $ 6, $ 6, $ 6, $ 6, $ 7, $ $ $ $ $ $ $ $ $ $ $ $ A25 $ 5, $ 5, $ 5, $ 5, $ 6, $ 6, $ 6, $ 6, $ 6, $ 7, $ 7, $ 7, $ $ $ $ $ $ $ $ $ $ $ $

362 FOPPO Salary Table January 1, 2017 GRADE STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 STEP 6 STEP 7 STEP 8 Basic PPO $3, $3, $4, $4, $4, $4, $5, $5, F16 $21.69 $22.99 $24.14 $25.35 $26.62 $27.95 $29.35 $30.82 Int PPO $4, $4, $4, $4, $4, $5, $5, $5, F17 $23.22 $24.61 $25.84 $27.14 $28.49 $29.92 $31.41 $32.98 Adv PPO $4, $4, $4, $5, $5, $5, $5, $6, F18 $24.85 $26.34 $27.66 $29.04 $30.50 $32.02 $33.62 $

363 Appendix A: SEIU Salary Table Effective 07/01/2015 to 6/30/ Years 15 Years 20 Years Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step L10 Step L15 Step L20 ROADWORKERS O10 $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ O20 $ 2, $ 2, $ 2, $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ $ $ $ $ $ $ $ $ $ $ $ O30 $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ O40 $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ O50 $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ FLEET O31 $ 2, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ O41 $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $ O61 $ 3, $ 3, $ 3, $ 3, $ 3, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ 4, $ $ $ $ $ $ $ $ $ $ $ $

364 SHERIFF ASSOCIATION Salary Table July 1, 2014-June 30, 2017 GRADE STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 STEP 6 STEP 7 S 1 2, , , , , , , S 2 2, , , , , , , S 3 2, , , , , , , S 4 3, , , , , , , S 5 3, , , , , , , S 6 3, , , , , , , S 7 3, , , , , , , S 8 3, , , , , , , S 9 3, , , , , , , S 10 3, , , , , , , S 11 3, , , , , , , S 12 3, , , , , , ,

365 DEPT Fund Cost Center Job Title Josephine County Schedule D- Personnel Services Assessor EE # Grade Ste p Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits 10 ASSR Assessor 1765 E03 1 EO S ,490 48, , ASSR Chief Deputy Assessor 4144 N16 8 NU S ,365 34, , ASSR Chief Appraiser 3821 N16 7 NU S ,911 39, , ASSR Property Data Analyst 3999 A15 3 AF S ,516 26,943 68, ASSR Property Appraiser II 3679 A15 8 AF S ,118 31,322 81, ASSR Property Appraiser I 3884 A13 5 AF S ,129 27,169 67, ASSR Property Appraiser I 4226 A13 1 AF S ,534 24,842 59, ASSR Property Appraiser I 4226 A13 1 AF S ,534 24,842 59, ASSR Cartographer/GIS Technician 3642 A15 8 AF S ,118 30,354 80, ASSR Assessment/GIS Technician 4077 A11 5 AF H ,687 11,310 39, ASSR Assessment/GIS Technician 4102 A11 4 AF S ,539 24,177 58, ASSR Title Examiner 4259 A11 1 AF H ,437 6,088 21, ASSR Data Gatherer 4265 A10 1 AF S ,143 24,075 53, ASSR Department Specialist-Assessor 2627 A10 11 AF S ,415 30,186 69, ASSR Department Specialist-Assessor 3905 A10 3 AF H ,994 8,674 30, ASSR Department Specialist-Assessor 4198 A10 3 AF H ,710 6,196 21, ASSR Department Assistant-Assessor 4231 A07 2 AF H ,726 5,022 17,747 SUBTOTAL , ,967 1,069,332 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL , ,967 1,069,332 ROUNDED FOR BUDGET , ,000 1,069,300 18

366 Josephine County Schedule D- Personnel Services Clerk DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Admin Election Recording BOPTA CLRK 10 Clerk E03A 1 EO S ,257 41, ,690 57,845 28,923 17,354 11, , CLRK 10 Chief Administrative Supervisor-Clerk N16 3 NU S ,225 34,679 91,904 9,190 68,928 9,190 4,595 91, CLRK 10 Recording Specialist A10 11 AF S ,203 30,550 70,753 3,538 67,215 70, CLRK 10 Recording Specialist A10 4 AF S ,612 23,413 56,025 56,025 56, CLRK 10 Recording Specialist A10 4 AF S ,612 24,887 57,499 2,875 51,749 2,875 57,499 Overtime 1, ,722 1,722 1,722 SUBTOTAL , , ,594 67, , ,509 19, ,594 Total ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL , , ,594 67, , ,509 19, ,594 ROUNDED FOR BUDGET , , ,600 67, , ,500 19, ,

367 Josephine County Schedule D- Personnel Services Treasury DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits 12 TREAS 10 Treasurer E03T 1 EO S ,257 46, , TREAS 10 Deputy Treasurer III A13 11 AF S ,733 33,570 80, TREAS 10 Accounting Specialist-Treasurer A10 4 AF S ,612 24,887 57, TREAS 10 Accounting Specialist-Treasurer A10 2 AF S ,258 26,949 57,206 SUBTOTAL , , ,600 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL , , ,600 ROUNDED FOR BUDGET , , ,600 20

368 Josephine County Schedule D- Personnel Services Surveyor DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Gen Fund Public Land Corner SURV 10 Surveyor E01 1 EO S ,569 13,115 21,684 5,421 16,263 21, SURV 34 Surveyor Tech III A15 8 AF S ,118 31,322 81,441 8,144 73,297 81, SURV 34 Surveyor Tech I (new) A13 1 AF H ,267 7,144 24,411-24,411 24, SURV 10 Senior Department Specialist-Surveyor A12 10 AF S ,299 27,650 70,950 42,570 28,380 70, SURV 10 Department Assistant-Surveyor A07 9 AF H ,000 1,865 14,865 14,865 14,865 SUBTOTAL ,254 81, ,351 71, , ,351 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL ,254 81, ,351 71, , ,351 ROUNDED FOR BUDGET ,300 81, ,400 71, ,

369 Josephine County Schedule D- Personnel Services Veteran's Services DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits 18 VET 10 Veterans Program Manager N18 3 NU S ,079 37, , VET 10 Veterans Service Officer II A10 6 AF S ,150 28,889 64, VET 10 Veterans Service Officer I A08 1 AF H ,015 5,135 18, VET 10 Department Assistant-Veterans A07 4 AF H ,209 7,578 26,787 SUBTOTAL ,452 78, ,054 ADDITIONS 18 VET 10 Veterans Service Officer II (reclass position) A12 3 AF S ,217 28,915 64, VET 10 Veterans Service Officer I (reclass position & incr. FTE) A10 1 AF H ,408 8,050 28, VET 10 Department Assistant-Veterans (hire at this level) A07 1 AF H ,256 4,837 17,092 TOTAL ADDITIONS ,881 41, ,683 REDUCTIONS 18 VET 10 Veterans Service Officer II A10 7 AF S ,150 28,889 64, VET 10 Veterans Service Officer I A08 1 AF H ,015 5,135 18, VET 10 Department Assistant-Veterans (vacated fill above level) A07 4 AF H ,209 7,578 26,787 TOTAL REDUCTIONS , , , TOTAL ,959 78, ,761 ROUNDED FOR BUDGET ,000 78, ,800 22

370 Josephine County Schedule D- Personnel Services Emergency Management DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages Total Taxes & w/cola Benefits Total Wages & Benefits 19 EM 10 Emergency Services Manager N16 7 NU S ,911 42, ,384 SUBTOTAL ,911 42, ,384 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL ,911 42, ,384 ROUNDED FOR BUDGET ,900 42, ,400 23

371 Josephine County Schedule D- Personnel Services Forestry DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Admin Timber Reforest Parks Fund FOR 10 Forestry Program Manager N18 7 NU S ,671 41, ,709 28,427 68,225 17, , FOR 10 Forester II N17 9 NU S ,131 41, ,378 57,189 57, , FOR 10 Forestry Project Foreman N10 11 NU S ,010 36,816 89,826 44,913 44,913 89, FOR 10 Forestry Technician II A14 11 AF S ,391 38,420 88,811 88,811 88, FOR 10 Forestry Technician I A13 9 AF S ,817 28,796 74,613 74,613 74, FOR 10 Administrative Secretary A11 2 AF S ,050 23,190 55,240 44,192 11,048 55,240 - SUBTOTAL , , ,577 72, , ,159 11, ,577 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL , , ,577 72, , ,159 11,048 ROUNDED FOR BUDGET , , , ,600 72, , , ,

372 Josephine County Schedule D- Personnel Services Community Development DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Gen Fund- Planning Building Safety Fund- Building Building Safety Fund- Electrical PLAN 10 Community Development Director N24 7 NU S ,383 52, , ,401 29,974 7, PLAN 10 Planner III A19 10 AF S ,784 37, , , PLAN 10 Planner III A19 5 AF S ,650 9,302 64,951 64, PLAN 10 Planner II A17 10 AF S ,044 34,202 91,246 91, PLAN 10 Planner II A17 4 AF S ,112 30,488 78,599 78, PLAN 10 Planner I A15 2 AF S ,987 27,110 67,097 67, PLAN 10 Code Enforcement Administrator (reclass) A18 1 AF S ,389 30,830 76,220 57,165 15,244 3, PLAN 10 Department Specialist A10 1 AF H ,577 5,751 20,328 10,164 8,131 2, PLAN 10 Office Manager A13 5 AF S ,129 26,393 66,523 66, BLDG 20 Building Official N21 2 NU S ,493 41, ,795-83,846 27, BLDG 20 Commercial Plans Examiner A22 1 AF S ,220 38,329 94,550-85,095 9, BLDG 20 Multi-Certified Building Inspector A20 3 AF S ,479 37,605 92,084-82,876 9, BLDG 20 Plans Examiner A18 1 AF S ,389 33,825 79,215-71,293 7, BLDG 20 Building Safety Permit Tech II A14 10 AF S ,403 34,805 84,208-71,577 12, BLDG 20 Building Safety Permit Tech I A12 1 AF S ,675 24,912 57,587-48,949 8,638 SUBTOTAL , ,761 1,236, , ,985 89, ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL , ,761 1,236, , ,985 89,140 ROUNDED FOR BUDGET , ,800 1,236, , ,000 89,

373 Josephine County Schedule D- Personnel Services Board of County Commissioners DEPT Fund Job Title Grade Ste p Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits 15 BCC 40 Commissioner E04 1 EO S ,861 48, , BCC 40 Commissioner E04 1 EO S ,861 27, , BCC 40 Commissioner E04 1 EO S ,861 16,141 94, BCC 40 Chief Administrative Supervisor-BCC N16 1 NU S ,314 33,128 86, BCC 40 Board Administrative Specialist (fill at this level) N10 12 NU S ,236 33,890 89, BCC 40 Board Administrative Secretary (fill at this level) N09 1 NU H ,942 7,368 26,309 SUBTOTAL , , ,601 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL , , ,601 ROUNDED FOR BUDGET , , ,600 26

374 Josephine County Schedule D- Personnel Services Public Works DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Public Works PW 11 Public Works Director N24 11 NU S ,063 63, , , PW 11 Senior Administrative Supervisor-Public Works N14 12 NU S ,732 42, , , PW 11 Senior Administrative Supervisor-Public Works N14 11 NU S ,444 41, , , PW 11 Senior Department Specialist-Public Works A12 11 AF S ,049 31,317 76,366 76, PW 11 Senior Department Specialist-Public Works A12 11 AF S ,165 30,909 75,074 75, PW 11 Accounting Technician-Public Works A12 9 AF S ,299 30,508 73,807 73, PW 11 Accounting Specialist-Public Works A10 7 AF S ,492 29,421 65,913 65, PW 11 County Engineer N21 11 NU S ,736 55, , , PW 11 Public Works Superintendent N19 8 NU S ,113 56, , , PW 11 Operations Supervisor N16 10 NU S ,189 52, , , PW 11 Operations Supervisor N16 6 NU S ,772 48, , , PW 11 Civil Engineer N16 8 NU S ,351 40, , , PW 11 Transportation Planner A18 3 AF S ,983 31,378 80,361 80, PW 11 Engineering Tech IV A17 4 AF S ,263 35,210 83,474 83, PW 11 Engineering Technician III A15 10 AF S ,280 33,279 84,559 84, PW 11 Engineering Tech II A13 9 AF S ,070 30,697 75,767 75, PW 11 Purchasing/Warehouse Coordinator A11 9 AF S ,907 29,655 70,562 70, PW 11 Traffic Control Coordinator O50 8 SE S ,599 43,399 98,998 98, PW 11 Road Surface Coordinator O50 3 SE S ,154 35,508 82,663 82, PW 11 Vegetation Control Coordinator O50 3 SE S ,154 35,508 82,663 82, PW 11 Road Worker IV O40 11 SE S ,454 43,317 98,771 98, PW 11 Road Worker IV O40 10 SE S ,372 42,705 97,078 97, PW 11 Road Worker IV O40 4 SE S ,820 34,841 80,661 80, PW 11 Road Worker III O30 11 SE S ,791 40,679 91,470 91, PW 11 Road Worker III O30 7 SE S ,328 35,095 81,424 81, PW 11 Road Worker III O30 5 SE S ,376 33,620 76,996 76, PW 11 Road Worker III O30 4 SE S ,972 32,918 74,890 74, PW 11 Road Worker III O30 3 SE S ,614 32,238 72,852 72, PW 11 Road Worker III O30 3 SE S ,614 32,238 72,852 72, PW 11 Road Worker III O30 2 SE S ,299 31,581 70,881 70, PW 11 Road Worker III O30 2 SE S ,299 31,581 70,881 70, PW 11 Road Worker II O20 8 SE S ,281 33,572 76,853 76, PW 11 Road Worker II O20 6 SE S ,524 32,194 72,718 72, PW 11 Road Worker II O20 2 SE S ,530 29,697 65,227 65, PW 11 Road Worker II O20 2 SE S ,530 29,697 65,227 65, PW 11 Road Worker II O20 2 SE S ,530 29,697 65,227 65, PW 11 Road Worker II O20 2 SE S ,530 29,697 65,227 65, PW 11 Road Worker II O20 2 SE S ,530 29,697 65,227 65, PW 11 Road Worker I O10 1 SE S ,146 27,505 58,651 58, PW 11 Road Worker I O10 1 SE S ,146 27,505 58,651 58, PW 11 Road Worker I O10 1 SE S ,146 27,505 58,651 58, PW 11 Road Worker I O10 1 SE S ,146 27,505 58,651 58, PW 11 Road Worker I O10 1 SE S ,146 27,505 58,651 58, PW 11 Road Worker I O10 1 SE S ,146 27,505 58,651 58, PW 11 Road Worker I O10 1 SE S ,146 27,505 58,651 58,651 Fleet Fund PW 11 Fleet Program Supervisor N16 10 NU S ,644 42, ,843 83,882 27, PW 11 Lead Mechanic O61 8 SE S ,620 35,627 90,247 90, PW 41 Journeyman Mechanic O41 11 SE S ,677 37,761 89,438 89, PW 11 Mechanic O31 8 SE S ,330 32,465 79,796 79, PW 11 Mechanic O31 4 SE S ,491 29,933 71,424 71, PW 11 Mechanic O31 4 SE S ,593 28,242 65,834 65, PW 11 Mechanic O31 4 SE S ,593 28,242 65,834 65, PW 41 Mechanic O31 8 SE S ,330 32,465 79,796 79, PW 11 Storeroom Maintenance/Data Entry Clerk A10 4 AF S ,612 24,628 57,240 34,344 22,896 SUBTOTAL ,561,125 1,886,958 4,448,083 4,227, ,091 ROUNDED FOR BUDGET ,561,100 1,887,000 4,448,100 Public Works Fund 11 4,228,000 FTE Feet Fund ,100 FTE

375 Josephine County Schedule D- Personnel Services Sheriff Fund Cost Center Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages no COLA Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Admin Search & Rescue Civil Records Program Allocation Sheriff E05 1 EO S ,433 92,576 62, ,804 61,921 61,921 92, Undersheriff N21 8 NU S ,083 87,159 59, ,448 58,579 58,579 87, Admin Budget Specialist N12 4 NU S ,164 48,766 31,324 80,090 32,036 32,036 48, Lieutenant N20 7 NU S ,133 80,123 55, , , Sergeant - ADV N19 11 NU S ,228 82,243 56, , , Sergeant - ADV N19 6 NU S ,743 73,652 51, , ,330 6, , Corporal Corrections - INT S11 7 SA S ,018 62,638 52, , , , Corporal Corrections - ADV S12 7 SA S ,524 64,159 53, , , Corporal Corrections - INT S11 7 SA S ,018 62,638 51, , , Property Control Specialist S03 7 SA S ,253 48,735 45,734 94,469 94,469 94, Dispatcher - BA S03 7 SA S ,893 48,372 40,182 88,554 22,138 66,415 88, Dispatcher - BA S03 2 SA S ,456 39,851 34,750 74,601 18,650 55,951 74, Dispatcher - BA S03 1 SA S ,568 37,944 33,994 71,938 17,985 53,954 71, Dispatcher - BA S03 1 SA S ,568 37,944 33,994 71,938 17,985 53,954 71, Sergeant - ADV N19 6 NU S ,743 73,652 51, , , , Deputy Sheriff - ADV S10 7 SA S ,513 61,118 52, , , , Deputy Sheriff - ADV S10 7 SA S ,513 61,118 51, , , , Deputy Sheriff - ADV S10 7 SA S ,513 61,118 52, , , , Deputy Sheriff - ADV S10 7 SA S ,513 61,118 53, , , , Deputy Sheriff - INT S09 6 SA S ,042 59,633 51, , , , Deputy Sheriff - BA S08 6 SA S ,612 58,188 49, , , , Deputy Sheriff - BA S08 4 SA S ,339 52,863 47, , , , Deputy Sheriff - BA S08 3 SA S ,878 50,377 46,455 96,832 96,832 96, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146 84,146 84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146 84,146 84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146 84,146 84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146 84,146 84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146 84,146 84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146 84,146 84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146 84,146 84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146 84,146 84, Deputy Sheriff - INT S09 7 SA S ,079 59,669 51, , , , Deputy Sheriff - BA S08 7 SA S ,621 58,197 49, , , , Deputy Sheriff - BA S08 7 SA S ,621 58,197 50, , , Deputy Sheriff - ADV S10 7 SA S ,513 61,118 53, , , Deputy Sheriff - INT S09 7 SA S ,079 59,669 51, , , Deputy Sheriff - BA S08 7 SA S ,621 58,197 51, , , Deputy Sheriff - BA S08 6 SA S ,612 58,188 49, , , Deputy Sheriff - BA S08 5 SA S ,896 55,445 48, , , Deputy Sheriff - BA S08 4 SA S ,339 52,863 46,249 99,112-99, Deputy Sheriff - BA S08 4 SA S ,339 52,863 46,996 99,858-99, Deputy Sheriff - BA S08 4 SA S ,339 52,863 47,046 99,909-99, Deputy Sheriff - BA S08 4 SA S ,339 52,863 47,046 99,909-99, Deputy Sheriff - BA S08 4 SA S ,339 52,863 47, , , Deputy Sheriff - BA S08 3 SA S ,878 50,377 45,153 95,530-95, Deputy Sheriff - BA S08 3 SA S ,878 50,377 46,455 96,832-96, Deputy Sheriff - BA S08 2 SA S ,512 47,987 41,718 89,705-89, Deputy Sheriff - BA S08 2 SA S ,512 47,987 45,003 92,989-92,989 Dispatch Patrol Marine Patrol Evidence Court Security Total FUND 12 Fund 17- Jail

376 Josephine County Schedule D- Personnel Services Sheriff Fund Cost Center Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages no COLA Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Admin Search & Rescue Civil Records Program Allocation Deputy Sheriff - BA S08 2 SA S ,512 47,987 44,468 92,455-92, Deputy Sheriff - BA S08 2 SA S ,512 47,987 45,215 93,201-93, Deputy Sheriff - BA S08 2 SA S ,512 47,987 39,324 87,311-87, Deputy Sheriff - BA S08 2 SA S ,512 47,987 41,472 89,458-89, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 1 SA S ,609 42,025 42,121 84,146-84, Deputy Sheriff - BA S08 7 SA S ,621 58,197 51, , , , Police Support Technician Lead S05 3 SA S ,080 47,551 39,152 86,703 86,703 86, Police Support Technician S03 1 SA S ,569 37,944 35,343 73,288 73,288 73, Police Support Technician Lead S05 7 SA S ,441 54,985 46, , , Police Support Technician S03 1 SA S ,569 37,944 35,343 73,288-73, Police Support Technician S03 1 SA S ,569 37,944 35,343 73,288-73, Police Support Technician S03 1 SA S ,569 37,944 35,343 73,288-73, Police Support Technician S03 4 SA S ,495 43,930 39,267 83,197-83, Police Support Technician S03 7 SA S ,893 48,372 42,670 91,042-91, Police Support Technician S03 3 SA S ,464 41,879 35,455 77,333-77, Control Room Technician S03 5 SA S ,622 46,078 41,610 87,688-87, Control Room Technician S03 2 SA S ,456 39,851 36,099 75,950-75, Control Room Technician S03 1 SA S ,569 37,944 35,343 73,288-73, Control Room Technician S03 1 SA S ,569 37,944 35,343 73,288-73,288 Holiday Bank Pay 109, ,500 36, ,000-2,000 6,000-8,000 32,000 2,000 2,000 4,000 56,000 90,000 Overtime Pay 257, , , ,000-4,000 32,000 7, ,000 57, ,000 SUBTOTAL ,260,865 4,301,138 3,489,922 7,791, , , ,081 76, ,273 1,728, ,891 96, ,576 3,066,157 4,724,902 Dispatch Patrol Marine Patrol Evidence Court Security Total FUND 12 Fund 17- Jail Fill In Dispatch/Deputy/Control Room/Etc-POOL ,673 79,460 11,092 90,552 12, , , ,053 68,499 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL ,339,538 4,380,598 3,501,014 7,881, , , ,664 76, ,163 1,728, ,891 96, ,576 3,088,210 4,793,401 ROUNDED FOR BUDGET ,339,500 4,380,600 3,501,000 7,881, , , ,700 76, ,200 1,728, ,900 97, ,600 3,088,300 4,793,400 FTE

377 Josephine County Schedule D- Personnel Services District Attorney DEPT Fund Cost Center Job Title Grade Ste p Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Prosecution Victim Asst Support Enforcement Fund 32 -Support Incentives DA District Attorney E02 1 EO S ,853 10,019 31,872 31, DA Chief Administrative Supervisor-DA N16 11 NU S ,462 45, , , DA Department Specialist-DA A10 9 AF S ,642 25,804 64,443 64, DA Chief Deputy District Attorney N25 11 NU S ,213 62, , , DA Deputy DA III N24 7 NU S ,381 50, , , DA Deputy DA III N24 4 NU S ,587 46, , , DA Deputy DA II N21 3 NU S ,023 40, , , DA Deputy DA II N21 3 NU S ,023 40, , , DA Deputy DA I N19 3 NU S ,238 38, , , DA Deputy DA I N19 3 NU S ,238 38, , , DA Deputy DA I N19 3 NU S ,238 38, ,338 38,000-36,336 30, DA Deputy DA I N19 3 NU S ,238 38, , , DA Legal Secretary-DA A12 11 AF S ,049 31,317 76,366 76, DA Legal Secretary-DA A12 11 AF S ,165 32,383 76,548 76, DA Legal Secretary-DA A12 11 AF S ,165 32,383 76,548 76, DA Legal Secretary-DA A12 11 AF S ,049 35,787 80,835 80, DA Legal Secretary-DA A12 7 AF S ,898 28,172 69,070 69, DA Legal Secretary-DA A12 4 AF S ,558 26,452 63,010 63, DA Legal Secretary-DA A12 3 AF S ,217 25,920 61,137 61, DA Victim Assistant Specialist II A13 2 AF S ,853 29,167 65,020 65, DA Victim Assistant Specialist I A10 3 AF S ,413 22,937 54,350 54, DA Victim Assistant Specialist I A10 1 NR H ,204 4,025 14,229 14, DA Victim Assistant Specialist I A10 1 AF S ,143 23,512 52,655 52, DA Support Enforcement Specialist I A12 5 AF S ,951 29,999 67,950 67, DA Support Enforcement Specialist I A12 2 AF S ,924 28,403 62,327 62,327 SUBTOTAL ,308, ,340 2,134,064 1,751, , ,613 30,002 ADDITIONS 14 DA Legal Secretary-DA (replace level) A12 3 AF S ,218 25,920 61,138 61,138 TOTAL ADDITIONS ,218 25,920 61,138 61,

378 Josephine County Schedule D- Personnel Services District Attorney REDUCTIONS 14 DA Support Enforcement Specialist I A12 5 AF S ,951 29,999 67,950 67, DA Support Enforcement Specialist I A12 2 AF S ,924 28,403 62,327 62, DA Deputy DA I N19 3 NU S ,238 38, ,338 38,000 36,336 30, DA Legal Secretary-DA-RETIRING A12 11 AF S ,165 32,383 76,548 76,548 TOTAL REDUCTIONS , , , , ,613 30,002 TOTAL ,161, ,376 1,884,038 1,697, ,254 (0) 0 ROUNDED FOR BUDGET ,161, ,400 1,884,000 1,697, ,

379 Josephine County Schedule D- Personnel Services Juvenile Justice DEPT Fund Cost Center Job Title Grade Ste p Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Fund 17- Jail/Juv DETENTION Fund Fund 12- Public Safety -Juv SHELTER Fund 12- Public Safety -Juv COURT & FIELD Fund 15- Mental Health- Alcohol & Drug Program Fund 33- Juvenile Special - CAMI 2420 Fund 33- Juvenile Special - Mediation JUV Juvenile Justice Director N21 6 NU S ,205 49, ,753 65,377 32,688 32, JUV Juvenile Justice Deputy Director N18 6 NU S ,373 35, ,828 55,914 27,957 27, JUV Senior Administrative Supervisor-Juvenile N14 2 NU S ,206 31,895 82,101 41,050 20,525 20, JUV Department Specialist-Juvenile A10 5 AF S ,857 28,376 62,233 31,117 15,558 15, JUV Legal Secretary-Juvenile A12 8 AF H ,231 17,183 38,414 38, JUV Juvenile Probation Officer III A18 11 AF S ,596 42, , , JUV Juvenile Probation Officer III A18 11 AF S ,596 42, , , JUV Juvenile Probation Officer II A17 7 AF S ,857 39,275 93,132 93, JUV Juvenile Probation Officer II A17 4 AF S ,112 31,711 79,823 79, JUV Juvenile Probation Officer I A16 1 AF S ,707 32,913 73,620 73, JUV Detention/Shelter Prg Supervisor N16 1 NU S ,306 35,510 88,816 66,612 22, JUV Shelter Services Coordinator N16 1 AF S ,306 35,510 88,816 88, JUV Juv Facility Teacher A16 1 AF S ,707 32,913 73,620 36,810 36, JUV Juv Facility Teacher A16 1 AF S ,707 32,913 73,620 36,810 36, JUV Group Life Counselor Lead A16 1 AF S ,707 32,913 73,620 36,810 36, JUV Group Life Counselor Lead A16 1 AF S ,707 32,913 73,620 36,810 36, JUV Group Life Counselor II A14 1 AF S ,469 31,043 67,512 33,756 33, JUV Group Life Counselor II A14 1 AF S ,469 31,043 67,512 33,756 33, JUV Group Life Counselor II A14 1 AF S ,469 31,043 67,512 33,756 33, JUV Group Life Counselor II A14 1 AF S ,469 31,043 67,512 33,756 33, JUV Group Life Counselor II A14 1 AF S ,469 31,043 67,512 33,756 33, JUV Group Life Counselor II A14 1 AF S ,469 31,043 67,512 33,756 33, JUV Group Life Counselor I A13 1 AF S ,533 30,189 64,722 32,361 32, JUV Group Life Counselor I A13 1 AF S ,533 30,189 64,722 32,361 32, JUV Group Life Counselor I A13 1 AF S ,533 30,189 64,722 32,361 32, JUV Group Life Counselor I A13 1 AF S ,533 30,189 64,722 32,361 32, JUV Group Life Counselor I A13 1 AF H ,721 9,098 29,819 14,909 14, JUV Group Life Counselor I A13 1 AF H ,267 7,582 24,849 12,425 12, JUV Food Service Specialist A10 1 AF S ,143 27,811 56,954 28,477 28, JUV 17 Overtime 10,000 10,000 5,000 5, JUV 17 Overtime 2,500 2,500 2, JUV Prevention Coordinator A16 8 AF S ,959 32,955 85,914 85, JUV Child Advocate Specialist A16 10 AF H ,411 15,535 47,946 47,946 32

380 Josephine County Schedule D- Personnel Services Juvenile Justice DEPT Fund Cost Center Job Title Grade Ste p Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Fund 17- Jail/Juv DETENTION Fund Fund 12- Public Safety -Juv SHELTER Fund 12- Public Safety -Juv COURT & FIELD Fund 15- Mental Health- Alcohol & Drug Program Fund 33- Juvenile Special - CAMI 2420 Fund 33- Juvenile Special - Mediation JUV Court Mediator A22 5 AF S ,323 42, , ,437 SUBTOTAL ,387, ,613 2,383, , , ,880 85,914 47, ,437 Transport Officer Fill In-POOL 8,471 1,125 9, ,595 Group Life Couns. Fill In-POOL 51,802 8,198 60,000 30,000 30, ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL ,447,720 1,004,935 2,452, , , ,476 85,914 47, ,437 ROUNDED FOR BUDGET ,447,700 1,004,900 2,452, , , ,500 FTE , , ,

381 Josephine County Schedule D- Personnel Services Community Corrections Fund Cost Center Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Community Corrections Director N22 8 NU S ,625 48, , , Senior Administrative Supervisor-Comm Corr N14 10 NU S ,180 37, , ,220 Admin Treatment Treatment Services Program Supervisor N18 11 NU S ,319 49, , , Alcohol/Drug Counselor A16 5 AF S ,310 34,624 81,934 81, Alcohol/Drug Counselor A16 3 AF S ,882 28,729 72,612 72, Alcohol/Drug Counselor A16 3 AF S ,882 30,204 74,086 74, Alcohol/Drug Counselor A16 3 AF S ,882 30,204 74,086 74,086 Field Srvc Parole.Probation Program Supv N20 8 NU S ,005 48, , , Parole/Probation Officer - ADV F18 8 FO S ,396 42, , , Parole/Probation Officer - ADV F18 8 FO S ,396 40, , , Parole/Probation Officer - ADV F18 8 FO S ,396 53, , , Parole/Probation Officer - ADV F18 8 FO S ,396 54, , , Parole/Probation Officer - ADV F18 8 FO S ,396 54, , , Parole/Probation Officer - ADV F18 8 FO S ,396 54, , , Parole/Probation Officer - ADV F18 8 FO S ,396 57, , , Parole/Probation Officer - ADV F18 7 FO S ,396 52, , , Parole/Probation Officer - ADV F18 2 FO S ,302 30,334 88,636 88, Parole/Probation Officer - INT F17 8 FO S ,512 49, , , Parole/Probation Officer - BA F16 6 FO S ,856 46, , , Parole/Probation Officer - BA F16 5 FO S ,913 43, , , Parole/Probation Officer - BA F16 4 FO S ,110 41,845 97,955 97, Parole/Probation Officer - BA F16 4 FO S ,110 44, , , Senior Department Specialist-Comm Corr A12 6 AF S ,397 26,103 65,500 65, Senior Department Specialist-Comm Corr A12 5 AF S ,951 25,530 63,481 63, Senior Department Specialist-Comm Corr A12 4 AF S ,558 26,452 63,010 63,010 Supervisory Work Crew Program Supervisor N14 11 NU S ,807 34, , , Community Corrections Case Spec A14 11 AF S ,391 36,236 86,627 86, Community Corrections Case Spec A14 2 AF S ,863 26,226 64,089 64,089 Work Crew/Home Det Work Crew Coordinator I A12 10 AF S ,165 32,885 77,051 77, Work Crew Coordinator I A12 1 AF S ,675 26,374 59,050 59, Work Crew Coordinator I A12 4 AF S ,558 28,088 64,646 64,646 SUBTOTAL ,844,426 1,236,251 3,080, , ,763 1,945, , ,746 34

382 Josephine County Schedule D- Personnel Services Community Corrections Fund Cost Center Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Admin Treatment Field Srvc Supervisory Work Crew/Home Det Work Crew Coord Fill In-POOL 16,043 2,539 18, ,581 ADDITIONS - TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL ,860,469 1,238,790 3,099, , ,763 1,945, , ,328 ROUNDED FOR BUDGET ,860,500 1,238,800 3,099, , ,800 1,945, , ,

383 Josephine County Schedule D- Personnel Services Public Health Fund Cost Center Job Title Grade Ste p Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation-Fund 14 Fund 26 Admin Vital Records Clinic WIC Enviro. Safety Animal Public Health Director N22 9 NU S ,502 48, ,016 7,001 18,202 7,001 84,009 23, Senior Administrative Supervisor-Public Health N14 5 NU S ,702 34,075 89,777 4,489 17,955 11,671 26,933 24,240 4, Accounting Specialist-Public Health A10 3 AF S ,413 27,407 58,820-26, ,764 20, Department Specialist-PH A10 1 AF S ,143 23,512 52, ,531-26,328 15, Medical Director NUP 1 NU S ,325 3,035 29, , Public Health Nursing Program Supervisor N21 6 NU S ,280 38, , , Public Health Nurse (BA) A22 7 AF S ,412 47, , , Public Health Nurse (BA) A22 1 AF S ,220 36,686 92, , Public Health Nurse (BA) A22 7 AF H ,162 5,247 33, , Imm Coor/Vital Rec Reg A12 2 AF S ,924 23,933 57,858-28,929 28, Tobacco Educ/Accred Coordinator A12 1 AF S ,675 23,438 56, , Community Health Worker A12 2 AF S ,924 25,407 59, , Community Health Worker A12 1 AF S ,675 23,438 56, , WIC/Clinic Supervisor N12 1 NU S ,862 29,379 73, , WIC Program Lead A14 8 AF S ,475 32,439 79, , Public Health Assistant A10 11 AF S ,203 30,819 71, , Public Health Assistant A10 10 AF S ,642 30,030 68, , Public Health Assistant A10 1 AF H ,239 21,941 48, , Public Health Assistant A10 4 AF S ,612 29,297 61,909-6,191 18,573 37, WIC Breastfeeding Peer Counselor A10 1 AF H ,662 5,106 16, , Sanitarian A17 9 AF S ,044 34,202 91, , Sanitarian A17 10 AF S ,044 34,202 91, , Sanitarian A17 10 NR H ,410 1,510 12, , Emergency Preparedness Spec A12 3 AF S ,217 24,446 59, , Animal Shelter Coordinator N12 3 NU S ,079 31,402 78, , Lead Animal Control Officer A13 3 AF S ,225 30,302 67, , Animal Control Officer A11 7 AF S ,638 27,890 66, , Animal Control Officer A11 1 AF S ,870 24,686 55, , Animal Shelter Technician A10 3 AF S ,413 23,436 54, , Animal Shelter Technician A10 3 AF S ,413 23,436 54, , Animal Shelter Technician A10 1 AF S ,143 22,500 51, , Animal Shelter Technician A10 1 AF H ,577 5,982 20, , Department Assistant - PH A07 2 AF H ,361 11,155 31, ,516 36

384 Josephine County Schedule D- Personnel Services Public Health Fund Cost Center Job Title Grade Ste p Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation-Fund 14 Fund 26 Admin Vital Records Clinic WIC Enviro. Safety Animal Department Assistant - PH A07 1 AF H ,805 3,870 13, ,674 SUBTOTAL ,301, ,821 2,140,114 11,490 79, , , , ,858 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL ,301, ,821 2,140,114 11,490 79, , , ,416 ROUNDED FOR BUDGET -Fund ,301, ,800 2,140,100 11,500 79, , , ,

385 Josephine County Schedule D- Personnel Services Fair DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Admin 3810 Fair 3820 Special Events FAIR 23 Fairgrounds Manager N16 9 NU S ,283 41, ,754 27,439 54,877 27, FAIR 23 Fairgrounds Dept Spec A10 4 AF H ,098 10,292 36,390 9,098 9,098 18, FAIR 23 Fairgrounds Maintenance Worker I A07 4 AF H ,581 8,995 29,576-7,394 22,182 Overtime 3,800 3,800-3, SUBTOTAL ,762 60, ,520 36,536 74,599 68,385 Fair Maint. Worker Fill In-POOL ,562 5,056 16,618-2,493 14,125 ADDITIONS 38 FAIR 23 Fairgrounds Dept Spec A10 4 AF S ,612 24,918 57,530 14,383 14,383 28, FAIR 23 Fair Maint Worker A07 1 FI H ,256 5,358 17,614-2,642 14, FAIR 23 Fair Maint Worker A07 1 FI H ,256 5,358 17,614 4,403 8,807 4,403 TOTAL ADDITIONS ,124 35,635 92,758 18,786 25,832 48,141 REDUCTIONS 38 FAIR 23 Fairgrounds Dept Spec A10 4 AF H ,098 10,292 36,390 9,098 9,098 18,195 TOTAL REDUCTIONS ,098 10,292 36,390 9,098 9,098 18,195 TOTAL ,349 91, ,506 46,225 93, ,456 ROUNDED FOR BUDGET 161,300 91, ,500 46,200 93, ,500 FTE

386 Josephine County Schedule D- Personnel Services Parks DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits 20 PARKS 24 Parks Program Manager N18 4 NU S ,357 41, , PARKS 24 Department Assistant - Parks A07 5 AF H ,775 8,984 31, PARKS 24 Parks and Recreation Specialist A11 9 AF S ,907 26,702 67, PARKS 24 Senior Park Ranger A13 9 AF S ,817 35,516 81, PARKS 24 Park Ranger A12 2 AF S ,924 25,709 59, PARKS 24 Park Ranger A12 2 AF S ,924 25,709 59, PARKS 24 Park Ranger A12 2 AF S ,924 25,709 59, PARKS 24 Assistant Park Ranger A09 1 AF S ,522 22,851 50, FOR 10 Administrative Secretary A11 2 AF S ,050 23,190 55,240 Overtime 1, ,500 SUBTOTAL , , ,394 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL , , ,394 ROUNDED FOR BUDGET , , ,400 Parks Fund ,400 Forestry Fund

387 Josephine County Schedule D- Personnel Services Parks DEPT Fund Job Title Grade Step Program Allocation 20 PARKS 24 Parks Program Manager N PARKS 24 Department Assistant - Parks A PARKS 24 Parks and Recreation Specialist A PARKS 24 Senior Park Ranger A PARKS 24 Park Ranger A PARKS 24 Park Ranger A PARKS 24 Park Ranger A PARKS 24 Assistant Park Ranger A FOR 10 Administrative Secretary A11 2 Overtime SUBTOTAL Parks Admin Parks Almeda Boat Ramps Parks Ennis Riffle Parks Fish Hatchery Parks Granite Hill Parks Griffin Parks Indian Mary Parks Lake Selmac Parks Schroeder Shop Parks Tom Pearce Parks Whitehorse Parks Wolf Creek Forestry - Gen Fund , ,681 31, ,759 67, , , ,332-11,927-2, , ,963-59, , ,798 20, , , ,275 19, , , , ,373 11, ,192 55, , ,097 11,927 48,358 2,982 5,963 2,015 19,679 38,761 33,298 21,372 81,832 20,275 19,679 5,963 44, ,394 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL 217,097 11,927 48,358 2,982 5,963 2,015 19,679 38,761 33,298 21,372 81,832 20,275 19,679 5,963 44, ,394 ROUNDED FOR BUDGET Parks Fund 217,100 11,900 48,400 3,000 6,000 2,000 19,700 38,800 33,300 21,400 81,800 20,300 19,700 6, , Forestry Fund 44,

388 Josephine County Schedule D- Personnel Services Transit DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits 35 TRANS 25 Transit Program Supervisor N17 7 NU S ,209 39, , TRANS 25 Transit Operations Supervisor N12 3 NU S ,079 30,655 77, TRANS 25 Dispatcher - Scheduler A12 2 AF S ,924 30,003 63, TRANS 25 Dispatcher - Scheduler A12 2 AF S ,924 30,003 63, TRANS 25 Transit Operator/Assistant A11 4 AF S ,539 24,844 59, TRANS 25 Transit Operator A10 4 AF S ,612 24,951 57, TRANS 25 Transit Operator A10 4 AF S ,612 24,951 57, TRANS 25 Transit Operator A10 4 AF S ,612 26,425 59, TRANS 25 Transit Operator A10 4 AF S ,612 26,425 59, TRANS 25 Transit Operator A10 4 AF S ,612 26,425 59, TRANS 25 Transit Operator A10 4 AF S ,612 26,425 59, TRANS 25 Transit Operator A10 4 AF S ,612 26,425 59, TRANS 25 Transit Operator A10 3 AF S ,413 24,419 55, TRANS 25 Transit Operator A10 3 AF S ,413 25,893 57, TRANS 25 Transit Operator A10 4 AF H ,311 7,202 23, TRANS 25 Transit Operator A10 4 AF H ,311 7,202 23, TRANS 25 Transit Operator A10 4 AF H ,311 7,202 23, TRANS 25 Transit Operator A10 3 AF H ,710 6,937 22, TRANS 25 Transit Operator A10 2 AF H ,131 6,682 21, TRANS 25 Transit Operator A10 2 AF H ,131 6,682 21, TRANS 25 Transit Operator A10 2 AF H ,131 6,682 21,812 SUBTOTAL , ,863 1,055,686 Transit Operator Fill In-POOL ,148 7,742 55,890 TOTAL , ,604 1,111,576 ROUNDED FOR BUDGET , ,600 1,111,600 41

389 Josephine County Schedule D- Personnel Services Finance DEPT Fund Cost Center Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Human Resources FIN Finance Director N23 9 NU S ,004 57, , , FIN Assistant Finance Director N17 4 NU S ,248 36,671 98,918-98, FIN Accountant/Budget Analyst N15 7 NU S ,776 36,880 99,657-99, FIN Accountant/Payroll Technician N11 6 NU S ,849 31,753 81,602-81, FIN Grant/Contracts Accountant A16 2 AF S ,263 27,239 69,502-69, FIN Accounting Technician-Finance A12 11 AF S ,165 30,909 75,074-75,074 Finance 1610 SUBTOTAL , , , ,076 ADDITIONS 16 FIN HR Assistant/Payroll Technician N11 1 NU S ,767 28,548 70,315 35,157 35,157 TOTAL ADDITIONS ,767 28,548 70,315 35,157 35,157 REDUCTIONS TOTAL REDUCTIONS TOTAL , , ,391 35, ,233 ROUNDED FOR BUDGET 401, , ,400 35, ,200 FTE

390 Josephine County Schedule D- Personnel Services Human Resources DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Human Resources HR 40 HR Director/Risk Manager N22 4 NU S ,443 43, , , HR 40 Human Resources Analyst N16 3 NU S ,225 34,679 91,904 91, HR 40 Human Resources Specialist N12 4 NU S ,841 21,876 76,717 76,717 - Finance 1610 SUBTOTAL , , , ,559 - ADDITIONS 16 FIN 40 HR Assistant/Payroll Technician N11 1 NU S ,767 28,548 70,315 35,157 35,157 TOTAL ADDITIONS ,767 28,548 70,315 35,157 35,157 REDUCTIONS TOTAL REDUCTIONS TOTAL , , , ,717 35,157 ROUNDED FOR BUDGET 233, , , ,700 35,200 FTE

391 Josephine County Schedule D- Personnel Services Information Technology DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation IT GIS IT 40 Technology Director N23 4 NU S ,408 50, , , IT 40 Network Manager N18 11 NU S ,885 48, , , IT 40 Network Administrator II A20 10 AF S ,353 46, , , IT 40 Network Administrator I A19 2 AF S ,732 30,201 79,933 79, IT 40 Development Analyst A17 8 AF S ,921 32,655 88,575 88, IT 40 Development Analyst A17 8 AF S ,921 37,124 93,045 93, IT 40 System Support Specialist A16 2 AF S ,263 27,239 69,502 69, GIS 40 GIS Analyst A16 8 AF S ,959 31,442 84,402 84,402 SUBTOTAL , , , ,772 84,402 ADDITIONS 33 IT 40 System Administrator A19 6 AF S ,775 33,390 91,164 91, IT 40 Development Analyst A17 2 AF S ,626 28,176 72,802 72,802 TOTAL ADDITIONS ,401 61, , ,967 0 REDUCTIONS 33 IT 40 Development Analyst A17 8 AF S ,921 32,655 88,575 88, IT 40 System Support Specialist A16 2 AF S ,263 27,239 69,502 69,502 TOTAL REDUCTIONS , , , ,078 0 TOTAL , , , ,662 84,402 ROUNDED FOR BUDGET , , , ,700 84,

392 Josephine County Schedule D- Personnel Services Legal Counsel DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Legal Counsel Law Library Real Property LGL 40 Legal Counsel E06 1 EO S ,330 51, , , LGL 40 Assistant County Legal Counsel II N21 11 NU S ,675 53, , ,175 7, LGL 40 Legal Administrator N14 12 NU S ,732 42, , , LGL 40 Law Clerk N11 10 NU S ,669 37,736 93,405 37,362 56, LGL 40 Legal Secretary - Legal N09 3 NU S ,659 28,109 68,769 68, LGL 40 Real Property Specialist N11 5 NU S ,124 31,999 80, ,123 SUBTOTAL , , , ,904 63,263 80,123 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL , , , ,904 63,263 80,123 ROUNDED FOR BUDGET , , , ,900 63,300 80,

393 Josephine County Schedule D- Personnel Services Building Operations And Maintenance (BOM) DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits 39 BOM 41 Building Operations and Maintenance Manager N18 11 NU S ,319 49, , BOM 41 Senior Department Specialist-BOM A12 11 AF S ,049 31,317 76, BOM 41 Communications Tech A17 9 AF S ,044 34,944 91, BOM 41 Building Maintenance Worker A12 11 AF S ,165 32,788 76, BOM 41 Building Maintenance Worker A12 10 AF S ,165 34,262 78, BOM 41 Building Maintenance Worker A12 10 AF S ,165 37,258 81, BOM 41 Building Maintenance Worker A12 9 AF S ,299 32,351 75, BOM 41 Building Maintenance Worker A12 1 AF S ,675 26,303 58, BOM 41 Landscape Specialist A12 4 AF S ,558 26,533 63, BOM 41 Custodial Supervisor N08 11 NU S ,051 36,762 85, BOM 41 Custodian A05 11 AF S ,120 25,694 55, BOM 41 Custodian A05 11 AF S ,529 25,396 54, BOM 41 Custodian A05 11 AF S ,120 27,169 57, BOM 41 Custodian A05 9 AF S ,383 22,944 51, BOM 41 Custodian A05 5 AF S ,356 23,288 48, BOM 41 Custodian A05 3 AF S ,520 20,809 44, BOM 41 Custodian A05 3 AF S ,520 20,809 44,328 Overtime 15,000 15,000 SUBTOTAL , ,352 1,188,391 ADDITIONS 39 BOM 41 Custodian A05 3 AF S ,520 20,789 44, BOM 41 Custodian A05 3 AF H ,763 5,124 16, BOM 41 Building Maintenance Worker A12 1 AF S ,675 26,303 58,978 TOTAL ADDITIONS ,958 52, ,174 REDUCTIONS TOTAL REDUCTIONS TOTAL , ,567 1,308,565 ROUNDED FOR BUDGET , ,600 1,308,600 46

394 Josephine County Schedule D- Personnel Services Airports DEPT Fund Job Title Grade Step Union (S)alary (H)ourly FTE Annual Wages w/cola Total Taxes & Benefits Total Wages & Benefits Program Allocation Grants Pass Airport Illinois Valley Airport AIR 51 Airport Manager N18 6 NU S ,140 41, , ,167 11, AIR 51 Airport Maintenance Technician A10 9 AF S ,884 28,590 66,474 66, AIR 52 Airport Maintenance Technician A10 5 AF S ,857 29,817 63,674 63, AIR 51 Department Specialist-Airports A10 3 AF S ,413 22,937 54,350 48,915 5,435 Overtime 1, ,400 1,200 1,200 SUBTOTAL , , , ,755 81,439 ADDITIONS TOTAL ADDITIONS REDUCTIONS TOTAL REDUCTIONS TOTAL , , , ,755 81,439 ROUNDED FOR BUDGET , , , ,800 81,

395 Page Intentionally Blank

396 Appendix

397 JOSEPHINE COUNTY, OREGON Budget Table of Contents Appendix Section Name Glossary of Budget Terms... 1 Glossary of Acronyms... 4 Josephine County History... 5 Profile of Josephine County Government... 7 Statistical Information - Josephine County... 8 Accounting Policies - Josephine County... 26

398 JOSEPHINE COUNTY, OREGON Glossary of Budget Terms Adopted Budget: The annual budget document as approved by the budget committee and then adopted by the Board of County Commissioners. Appropriation: An act (ordinance or resolution) of a governing body (such as the Board of County Commissioners) authorizing the expenditure of money for specific purposes. Also, the money so authorized. Assessed Valuation: A valuation set upon real estate or other property by the County Assessor and the state as a basis for levying taxes. This amount is multiplied by the tax rate to determine the total amount of property taxes to be collected. Balanced Budget: Josephine County budgets are required to balance due to Oregon Budget Laws. This means to expend only what revenues are available. The revenues (including Beginning Fund Balance) are equal to/or exceed the expenditures for the year. Beginning Fund Balance: Resources received by the County during previous fiscal years which are being included in the resources applied to meet the estimated operating costs of the current fiscal year Bond: A written promise to pay a specified sum of money (face value or principle amount) at a specified date or dates in the future (maturity date(s)), together with periodic interest at a specified rate. Budget: A policy statement detailing an entity s plan for the attainment of stated goals during a specified period. This includes estimates of required expenditures and anticipated revenues necessary to do stated goals. Budget Committee: The budget planning board of an entity. It is comprised of the Board of County Commissioners and three appointed Josephine County Residents. CAFR: Comprehensive Annual Financial Report. This is the County s annual report containing audited financial statements, comparison of actual to budget information and statistical data. Capital Outlay: The expenditure category incorporating all property and equipment expenditures in excess of $5,000 with a useful life of more than one year. This includes, but is not limited to, land purchases, the purchase, improvement, or renovation of county facilities, and the acquisition of county equipment. Capital Projects: Activities resulting in the acquisition of or improvement of major capital items such as land, buildings and county facilities. Capital Project Funds: Funds used to account for the financial resources to be used for the acquisition of or construction of major capital items. Charges for Services: A charge imposed by a County department for services rendered to the public. Charges are imposed in order to insure that those citizens receiving the service pay at least a portion of the cost of providing the service. Contingency: An expenditure classification for those funds reserved to meet unanticipated demands and expenses. Debt Service: Payment of principal and interest on a long-term obligation. Debt Service Funds: Funds used to account for the accumulation of resources for, and payment of long-term obligations. Department Generated Revenues: Monies directly generated by departments as a result of the services provided by the department in the form of charges for services, sale of licenses and permits, fines, intergovernmental grants and shared revenues, or donations and other miscellaneous revenues. 1

399 JOSEPHINE COUNTY, OREGON Glossary of Budget Terms Enterprise Funds: Funds used to account for the operations that are financed and operated in a manner similar to those of private business enterprises. The intent is that the costs of providing goods and/or services to the general public on a continuing basis be financed or recovered primarily through user charges. Expendable Trust Fund: A fund used to account for resources received and held by the County in a fiduciary capacity. It is permitted to expend, or spend, the trust corpus, or body. Due to the nature of the purpose of the funds they are accounted for in essentially the same manner as governmental funds. Expenditure: In fund accounting, a disbursement of cash or a liability incurred for operations, capital outlay, or other requirement during a budget period. Fines & Forfeitures: Revenues collected as fines for the violation of laws, rules or regulations, and revenues received due to the forfeiture by an individual of an asset to the County. Fiscal Year: The twelve-month period from July 1 to June 30 for which the annual budget of the County is prepared and adopted. Fixed Asset: Assets with a life expectancy in excess of one year, such as land, buildings, furniture and other equipment. FTE (Full-time Equivalent): This term is used in the budget to designate the equivalent of one full-time employee. One FTE is equivalent to one full-time employee or any combination of part-time employees whose employment percentages total 100%. Fund: A fiscal entity consisting of a self-balancing set of accounts that are segregated from other funds for the purpose of fulfilling specific activities or attaining specific objectives in accordance with regulations, restrictions, or limitations. A fund is also an available quantity of financial resources. GAAP: Generally Accepted Accounting Principles. General Fund: A fund established for the purpose of accounting for all financial resources and liabilities of the County except those required to be accounted for in other funds by special regulations, restrictions, or limitations. Interfund Transfers: An expenditure and revenue classification for those expenses charged to one fund by another fund for materials or services rendered or for receipt of monies for specific programs or services. Intergovernmental Revenues: A revenue category to record the receipt of grants and shared revenues received from another governmental entity. Internal Service Funds: Funds used to account for the operations of departments or programs that provide services and products primarily to other County departments or programs. Internal Service Fund Charges: An expenditure classification for those expenses charged by an Internal Service Fund to a department or program for services. Licenses & Permits: A revenue classification used to record the monies received from the sales of licenses and permits. Materials and Services: An expenditure classification including major non-capital, non-personnel expenditures. These include expenses for travel and training, operations, data processing, property, equipment, and contracted services. Miscellaneous Revenues: A revenue classification used to record revenues that do not meet the definition of other revenue classifications. These include interest earned on fund balances. 2

400 JOSEPHINE COUNTY, OREGON Glossary of Budget Terms Non-Expendable Trust Fund: A fund used to account for resources received by the County in a fiduciary capacity. The only amount that may be expended is the interest earned on the principal. The body of the trust, or the corpus, must remain intact. O & C Revenues: Revenues received by the county from the federal government for timber harvested on federal government land formerly belonging to the Oregon and California Railroad. This is the primary source of revenue for Josephine County s public safety programs. Beginning in , O & C Funds were no longer linked to the timber harvest, and were guaranteed by the federal government in a federal safety net program for five years. In October 2000, Congress passed PL which guaranteed payment of the safety net money through the County s fiscal year In May 2007, the funding was extended for one more year, through the County s fiscal year In October 2008, Congress passed the Troubled Assets Relief Program (TARP) which extended the payments for another four years but with reduced amounts each year until phased out altogether. Operating Budget: This refers to the portion of the Josephine County annual budget that applies to expenditures other than capital outlays, debt service, transfers, contingency, and ending fund balance. Personal Services: An expenditure classification used to account for the costs of employees. This classification includes salaries and wages and employer paid benefits. Program: A group of related activities performed by one or more organized units for the purpose of accomplishing a function for which the county is responsible. Requirements: A budget term used for all budgeted uses of monies in a fund during a fiscal period. It includes budgeted expenditures, interfund transfers, contingencies and balances budgeted to be carried over to the next fiscal period. Requirements must be equal to Resources (see next definition) in order for a fund s budget to be in balance. Resources: Total monies available during a budget period. This includes the estimated balances on hand at the beginning of the budgetary period plus all revenues anticipated being collected. Revenue: Monies received during the budgetary period to finance County services. Special Revenue Funds: Funds established for the purpose of accounting for all financial resources and requirements which, because of special regulations, restrictions, or limitations, must be segregated from other funds. Supplemental Budget: An amendment, made by the governing body, to the adopted budget to meet unexpected needs or to authorize the expenditure of revenues which were not anticipated at the time the regular budget was adopted. Tax Levy: The total amount eligible to be raised by general property taxes. Tax Rate: The amount of tax levied for each $1,000 of assessed valuation. The assessed valuation is multiplied by the tax rate to determine the total tax dollars levied. Unappropriated Ending Fund Balance: A budget classification for those funds not appropriated for any purpose and reserved for subsequent fiscal years. This may include specific reserves for buildings or equipment or may be generally reserved funds for no specific purpose. 3

401 JOSEPHINE COUNTY, OREGON Glossary of Budget Terms BCC BFB BLM BOM BoPTA CAMI CAFFA CASA CDBG COLA CS DEA DEQ DOC DOE DOR FAA FTE GIS HR ISF IT LID MCU NVIP O&C ODOT ORMAP ORS OSP OTIA OYA PEG PERS USFS VSO Board of County Commissioners Beginning Fund Balance Bureau of Land Management Building Operations & Maintenance Board of Property Tax Appeals Child Abuse Multidisciplinary Intervention County Assessment Function Funding Assistance Court Appointed Special Advocate Community Development Block Grant Cost of Living Adjustment Casual & Seasonal Employees Drug Enforcement Administration Department of Environmental Quality Department of Corrections Department of Education Department of Revenue Federal Aviation Administration Full Time Equivalent Geographic Information System Human Resources Administrative Internal Service Fund Information Technology Local Improvement District Major Crimes Unit North Valley Industrial Park Oregon and California Railroad Oregon Department of Transportation Oregon Map Oregon Revised Statutes Oregon State Police Oregon Transportation Investment Act Oregon Youth Authority Public, Educational and Government Public Employees Retirement System United States Forest Service Veterans Service Office 4

402 Oregon Historical County Records Guide Josephine County History Josephine County Courthouse 500 NW 6th St Grants Pass, OR Clerk: (541) Courts: (541) The Josephine County Courthouse in Grants Pass was constructed in to replace the courthouse built in History Josephine County is located in southwestern Oregon and was created by the Territorial Legislature on January 22, 1856, from the western half of Jackson County. It was the nineteenth, and last, county created before statehood. Josephine County was named for Josephine Rollins, the first white woman to settle in southern Oregon. The county is bordered on the south by California, on the north by Douglas County, on the west by Curry County at the Coast Range summit, and on the east by Jackson County. Josephine County is predominantly mountainous, but has two major valleys cut by the Rogue and Illinois Rivers. A towering 18-foot tall fiberglass caveman stands among the trees in Grants Pass. The caveman was erected in 1971 as part of a boosterism effort. (Photo No. josd0008) Grants Pass, the Josephine County seat, is guarded by a towering 18-foot tall caveman, complete with a club. The fiberglass statue was erected by Sailor Diggings was named the first county seat of Josephine County in During the next year, the population center shifted north to the Illinois Valley and to Kerbyville, a town which had been founded earlier that year by James Kerby. Kerbyville was chosen by the electorate as the new county seat in In 1858 the Territorial Legislature changed its name to Napoleon, but Kerbyville, and later, Kerby, remained the favored usage in the county. In 1886, the county seat was relocated to Grants Pass, a new town built along the recently completed railroad which traversed the state. 5

403 the city's "Caveman Club" in 1971 following nearly five decades of boosterism based on the theme. Beginning in 1922, local shopkeepers would march down Main Street wearing animal skins and furs and dragging ceremonial clubs to boost business. While the Grants Pass High School sports teams continue to compete as Cavemen and Lady Cavers, the city prefers other forms of promotion. More popular now is the slogan "Where the Rogue River Runs," a reference to the local wild and scenic river with white-water, fishing, and jet boat recreational opportunities. (Source: Roadside America) The first county courthouse was a log cabin at Sailor Diggings, which later came to known as Waldo. The building was purchased for $100 from James Hendershott in In 1858 when Kerbyville became the new county seat, the commissioners ordered the sheriff to sell the courthouse at Sailor Diggings. Between 1858 and 1886 court records were kept in various offices and buildings rented by the county in Kerbyville. In 1886 the county seat was relocated to Grants Pass where courthouses were built in 1887 and County officers were elected in June, 1856, and included three county commissioners, sheriff, auditor, treasurer, probate judge, and coroner. The U.S. district court held its first session at Sailor Diggings in Josephine County government currently consists of three commissioners, district attorney, assessor, clerk, sheriff, surveyor, and treasurer. Most of the commercial activity during the territorial period centered on gold mining and the supply of provisions to miners. Miners had been active in the Rogue and Illinois Valleys since By the late 1850s, however, gold mining was beginning to decline and population dwindled as well. In 1859, gold was discovered along the Fraser River in British Columbia and an exodus from Josephine County occurred. Although several Indian tribes lived in the area from which Josephine County was created, most of their members had been moved to reservations by In late 1856 all Indians in southwest Oregon, with the exception of a few tiny bands, were moved to the Siletz Reservation in Polk County. Josephine County was also the home to a large Chinese population. Most had come to the area to work gold claims purchased from whites no longer interested in working them. Even though they could not own land, they had to pay a tax to mine gold, and were relegated to inferior claims. The Area: Josephine County is mountainous, but also has two major valleys and three rivers; the Rogue, the Applegate and the Illinois. These scenic rivers are world renowned for whitewater rafting and fishing. Many Josephine County Parks are situated on the Rogue River; these parks offer camping and great activities such as disc golf, hiking, volleyball, softball and fishing. One point of interest in Josephine County is the Grave Creek Covered Bridge; this is one of the few functional covered bridges that remain in southern Oregon. This historic bridge is the only covered bridge visible from the Oregon I-5 freeway. Other attractions include the Applegate Trail Interpretive Center, Hellgate Canyon-Rogue River, Kalmiopsis Wilderness, Kerbyville Museum, Oregon Caves National Monument, Rogue Community College, Lake Selmac, WildLife Images and the Wolf Creek Inn, a State Historic Park. 6

404 the Rogue River Profile of Josephine County Government Josephine County is located in the southwestern corner of the State of Oregon. The southern border of the County forms the Oregon/California state line. The County was established on January 22, The County's boundaries encompass an area of 1,641 square miles. The County's population showed steady increases by growing from 77,411 in 2002 to 82,794 in 2009; and has shown signs of leveling off to about 82,730 in 2011 Josephine County has three commissioners who are elected at large for four-year terms. The daily administrative functions of each County office/program/division are overseen by appointed managers or one of seven Elected Officials. The Board of County Commissioners (BCC) sets policy, adopts the annual budget, and passes resolutions and ordinances in accordance with state law. The BCC appoints many volunteers to citizen's advisory and review committees, including the Budget Committee. These committees assist the County and the BCC in providing needed and desired services to the community. The Budget Committee is comprised of the three Commissioners and three citizens appointed from the public at large by the BCC. Each of the citizens serves a three-year term (terms are staggered so one is up for replacement each year), and they are not paid for their services. The Budget Committee reviews and approves the annual budget in hearings open to the public. All funds are budgeted in conformance with Oregon Local Budget Law. The BCC adopts a resolution authorizing appropriations for each department or expenditure category within a fund, setting the levels that expenditures cannot legally exceed. Josephine County government provides a wide range of services. The services include public health, parks and recreation, airport operations, public road maintenance and construction, planning and development, building safety, county fair activities, probation and juvenile justice activities. In addition, it provides services to the economically disadvantaged in the county. The County has seven Elected Officials. The Sheriff provides patrols and operates the jail. The District Attorney prosecutes the criminals of the community and maintains a family support division. The Assessor is responsible for certifying all levies and computing the valuation of property for taxation. The Clerk conducts elections and maintains official records. The County Surveyor maintains County land survey records. The Treasurer is the custodian of County and District monetary funds. Finally, the County's Legal Counsel provides legal support to all County departments. 7