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HomeMy WebLinkAboutExecutive Committee - Agenda - 9/22/2022K:\Executive Committee\2022 EXECUTIVE COMMITTEE\09 September 22 2022\Exec Comm Notice Agenda 2022-09-22 AMENDED.doc Bayfield County Administrator 117 E 5th Street, PO Box 878, Washburn, WI 54891 Ph: 715-373-6181 Fx: 715-373-6153 www.Bayfieldcounty.wi.gov Mark Abeles-Allison, County Administrator Kristine Kavajecz, Human Resource Director Paige Terry, Clerk III BAYFIELD COUNTY EXECUTIVE COMMITTEE MEETING Brett T. Rondeau, Chair Mary Dougherty Fred Strand Dennis Pocernich Jeff Silbert Jeremy Oswald, Vice-Chair *** AMENDED AGENDA 09/19/2022*** Dear Committee Members: This letter is written to inform you of the Bayfield County Executive Committee Meeting scheduled for 4:00pm Thursday, September 22, 2022 in the Bayfield County Board Room. This meeting will be held in-person and remotely. Supervisors and the public will be able to participate in the Meeting in person or via voice either by using the internet link or phone number below. Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 266 058 001 493 Passcode: PTwPjS Download Teams | Join on the web Or call in (audio only) +1 715-318-2087,,259763729# United States, Eau Claire Phone Conference ID: 259 763 729# Find a local number | Reset PIN Learn More | Meeting options Contact Bayfield County at 715-373-6181 if you have access questions or email Mark.Abeles-Allison@bayfieldcounty.wi.gov if during the meeting. K:\Executive Committee\2022 EXECUTIVE COMMITTEE\09 September 22 2022\Exec Comm Notice Agenda 2022-09-22 AMENDED.doc Any person wishing to attend who, because of a disability, requires special accommodations, should contact the County Clerk’s office at 715-373-6100, at least 24 hours before the scheduled meeting time, so appropriate arrangements can be made. Notice is hereby given that in the event the standing committee does not have a quorum the County Board Chair or Vice Chair may act as an ex officio member (County ordinance, Chapter 3, section 2- 3-1 (c)). Notice is hereby given that a majority of the Bayfield County Board may be present at the meeting to gather information about a subject over which they have decision-making responsibility. This constitutes a meeting of the Bayfield County Board pursuant to State ex rel. Badke v. Greendale Village Bd., 173 Wis. 2d 553, 494 N.W.2d 408(1993), and must be noticed as such, although the County Board will not take any formal action at this meeting. 1) Call to Order 2) Approval of Minutes of July 28, 2022 3) Public Comment, 3 minutes per person, up to 15 minutes total. 4) 2023 Proposed Budget a) Introduction and Overview of Process b) Sheriff Office Budget Review c) Human Services Budget Review d) Highway Budget Review e) Capital Improvements 5) Discussion and Possible Action Regarding Additional Potential Meeting Schedule: Options below (meetings to be both virtual and in-person). Possible dates and times below. a) 4:00pm Tuesday, September 27 (before board meeting at 6) b) 4:00pm Thursday, September 29 (after personnel meeting/negotiations, 2-4pm) c) 2pm or 4pm, Monday October 3. d) 2pm, Thursday, October 6 (before Personnel at 4pm) 6) Discussion and Possible Action Regarding Gift Card Policy 7) Discussion and Possible Action Regarding Coroner Fees Adjustments In 2023 8) Discussion and Possible Action Regarding Fund Balance Commitments to the Bayfield County Board. 9) Reports: a) Financial Report, end of August 2022 b) Treasurer’s Report, end of August 2022 c) Joint Dispatch Update 10) Discussion and Possible Action Regarding a “Countywide EMS” K:\Executive Committee\2022 EXECUTIVE COMMITTEE\09 September 22 2022\Exec Comm Notice Agenda 2022-09-22 AMENDED.doc 11) Closed Session: The Committee may entertain a motion to move in and out of Closed Session pursuant to §19.85(1)(c,g), to consider employment, promotion, compensation or performance evaluation data of any public employee over which the governmental body has jurisdiction or exercises responsibility and to confer with legal counsel for the governmental body who is rendering oral or written advice concerning strategy to be adopted by the body with respect to litigation in which it is or is likely to become involved. a) Business Park Land Purchase 12) Adjourn Narrative, September 22. Executive Committee Meeting Item 4: The proposed 2023 budget draft will be shared at this meeting. All board members are encouraged to attend. Hard copies of the budget will be available at the meeting. We have invited the three largest Offices, Sheriff, Human Services and Highway to participate in the discussion. At the meeting we will share a BUDGET CHANGES spreadsheet. This is what we use to track changes prior to Executive approving the budget. In the past we have listed the changes, then at the final meeting the Committee decides to approve or not approve the changes. Item 5: Several meeting dates are listed for follow up and review of the budget. Item 6. Several Bayfield County Departments (Human Services, Criminal Justice, the Fair) utilize gift cards for various purposes. Auditors have recommended a policy to be put in place. Attached is the policy we have developed. Item 7. The coroner has requested an adjustment of cremation fees. Cremation fees are limited to a cost of living / inflationary increase. A 7% increase (cola used by State of Wisconsin) would bring the fee to $85.20 (current fee is $79.50), still below where our neighboring counties are. Item 8. Time permitting I would like to review fund balance commitments. We will have a report from the audit showing this. Item 9. The financial report shows expenditures and revenues for the end of August. • General Fund: o Revenues are at 80% for the year, about $800k over last year at this time. o Expenditures are at 66%, about $725k over last year at this time. • Human Services: o Revenues are at 67%, about $150k under this time last year o Expenditures are at 54%, about $50k over last year at this time. • Highway: o Revenues are at 67%, up $350k over last year o Expenditures are at 71% up three million over last year (paving projects done earlier) Overall: Revenues over expenditures of $7 million versus $7.2 last year. Treasurer Report: August $27.3 million. Highest total over the last five years. About $1.4 over this time last year. Joint Dispatch: We have chosen a contractor and will begin work immediately. A site visit is planned for this coming week. 1 Minutes of the Bayfield County Executive Committee Meeting 4:00pm, July 28, 2022 Meeting was held Remotely through Microsoft Teams and in person in the Bayfield County Board Room, Washburn, WI Members Present: Jeff Silbert, Fred Strand, Brett Rondeau, Jeremy Oswald, Mary Dougherty (remote) Members Excused: Dennis Pocernich Others Present: Mark Abeles-Allison-County Administrator, Kristine Kavajecz-Human Resources Director, Marty Milanowski, Tom Renz-Coroner, Paul Houck-Information Technology Director, Scott Galetka-Land Records Administrator, Called to order at 4:00 p.m. by Chairman Rondeau. Approval of Minutes of July 14, 2022: Motion Strand, Silbert to approve minutes of the July 14, 2022 Executive Committee meeting. Motion carried, Public Comment: None Received. Department Budget Presentations Tom Renz-Coroner, requested an additional laptop for one of the deputy coroners in the 2023 budget. The budget will also increase per diems from $75. The fee has not been changed for over 30 years. Calls generally take a minimum of 6 hours. Propose to raise the cremation fee to approximately $85. Request to purchase cameras for scenes. Staff are currently using personal cell phones to obtain photos, which presents confidentiality and security concerns. Would like to provide shirts identifying staff as part of the coroner staff. 5 cameras at a cost of approximately $1000 total. Increase of per diems to $100 would result in approximately an additional $1,400 expense. Land Records-Scott Galetka: LIDAR (Capital Improvement request) imagery $108,665. Strategic Initiative Grants are normally directed toward the Public Land Survey System. NexGen911 competitive grant. Requesting a vehicle (van/truck) to store and transport equipment for UAV, such as search/rescue, gravel pits, etc. New legislation will require the county to maintain funds on properties sold for 5 years. This will reduce the revenue from land sales for 2023. Committee members asked how many times the vehicle would need to be loaded/unloaded on an annual basis. IT Department-Paul Houck: Request for one additional full-time Network Administrator position. VMWare renewals will increase. Virtual desktop infrastructure renewals and expansion are needed for Forestry and Land Records primarily. Looking into changing the security system for card readers to a different vendor. Video wall for jailer station for monitoring of various areas of the jail. Scanning project in Zoning, cameras in the jail and Sheriff’s satellite location in Drummond. Highway Department card readers. 2 Maintenance: Floor scrubber, Jail toilet , HVAC sensors, Motion faucets, Motion towel dispensers, Mini-split relocations, Floor Tile in elevators, Mortar work, Chip seal parking lots, Maintenance truck/plow, Signage for Annex/Sheriff’s Office. Treasurer: Nothing out of the ordinary. Investment Policy as it relates to County Investments: County policy is currently to invest with banks with a physical presence in the county, plus the state investment pool. Additional investment opportunities outside of the county could be considered. Treasurer will attend a future meeting to discuss this. Maximus Contract: Indirect cost contract cost annually has been $5,225 for the past 10 years. Indirect costs are used to determine the indirect operational costs, which are used for state and federal reimbursements. Proposal is to lock in the current price for 3 years and then a $275 increase for an additional 3 years. Motion Oswald, Strand to authorize a 6-year contract with Maximus at the terms discussed. Motion Carried (5-0) 1 absent. Joint Dispatch Study Funding: Bayfield County and Ashland County have had initial discussions about the feasibility of joint dispatch services for the 2 counties. The first step in the process will be to conduct a feasibility study. Ashland County has agreed to pay 50% of the cost of the study to a max contribution of $25,000. There is grant funding available that could be applied for to assist with the cost of combining the PSAPs. Abeles-Allison asked for permission to develop an RFP for a Feasibility Study. Motion Rondeau, Oswald to authorize up to $25,000 toward the cost of a feasibility study for joint dispatch. Moton Carried (5-0) Meeting adjourned at 5:00 p.m. Respectfully submitted by Kristine Kavajecz. 2023 BUDGET MODIFICATIONS GENERAL FUND INCREASES & DECREASES MODIFICATIONS EXPENSE REVENUE NOTES Total 100 General Fund Modifications 0 0 $0 710 HIGHWAY FUND EXPENSE REVENUE Total 710 FUND Modifications 0 0 $0 CAPITAL IMPROVEMENT FUND EXPENSE REVENUE Total Capital Improvement Fund Modifications 0 0 $0 GRAND TOTAL MODIFICATIONS 0 0 $0 BAYFIELD COUNTY CLIENT GIFT CARD POLICY September 2022 PURPOSE: The purpose of this Policy is to set forth guidelines and procedures regarding the use of grant or county funds to purchase gift cards/vouchers for clients, the safeguarding and distribution of cards, and to ensure compliance with the County’s tax withholding and reporting obligations. Gift cards/vouchers are required to comply with IRS reporting requirement on a calendar year basis. Gift cards/vouchers can only be given to clients that meet qualifications. POLICY: An invoice approved by Department Head must be completed PRIOR to purchasing gift cards. The authorization must be for a single intended purpose, which must be clearly identified on the form. The invoice will include the account number to be charged for the cost along with the notation of grant/county funds. The card inventory shall be treated like cash, kept in a locked drawer or cabinet with access to limited individuals. Donated cards for clients to the same ecord-keeping procedures outlined in this policy. The distribution of cards must not be intentionally used to avoid compliance with other applicable policies, laws or regulations. The County Clerk’s department will conduct periodic audits to ensure that County departments have fully complied with the card reporting requirements set forth in this Policy. PROCEDURES: A. An executed Invoice is required for all card purchases and must include the following information: 1. Purchaser’s Department. 2. Purchaser’s name and signature. 3. Vendor Name (entity from which cards are to be purchased). 4. Date, number of cards and aggregate amount of cards. 5. Description of what is to be Purchased (number and face amount of cards to be distributed) 6. Description of Intended Use of cards, (e.g., Assistance or Incentives); 7. Account number to be charged. 8. Whether funding source is a grant or tax levy or donations; and 9. Appropriate Authorized Signature (i.e., Department Head or designee) B. An executed Request/Receipt of Gift Cards/Vouchers must be completed for each card distributed, and shall contain the following information: 1. The Client’s name, address, phone number and email address. 2. Staff member requesting card. 3. Vendor 4. Description of the gift card. 5. Last 3 or 4 digits of gift card. 6. The value of the card. 7. Department Head or designee signature; and 8. The Recipient’s signature and date signed. C. A “Gift Cards Activity Log” is required to record the purchasing and dispensing of all cards by the department – even if only one card is purchased for one individual. The original proof of purchase and Authorization Form must be kept on file by the department, together with the Log. The Log must contain the following information and must be continuously updated with any changes. 1. Acquisition information – the date of purchase, vendor from whom the card was purchased, card number, face amount. 2. Disbursement information – the date of disbursement, the Client’s name, Employee’s name, and the purpose the card was distributed for. D. The department must submit an electronic copy of the Gift Cards Activity Log, with a copy of the related Invoice and Request/Receipt, to County Clerk’s Office quarterly, on: March 31; June 30; September 30; and December 31 If the issuing department determines that in any calendar year a non-employee has received an amount of $600 (current IRS cutoff) or more, the department shall notify the County Clerk’s Department immediately. The department will contact the Recipient to obtain an IRS Form W-9, Request for Taxpayer Identification Number and Certification, from the non-employee Recipient. The Department of Human Services (“DHS”) shall keep the Activity Log and related W-9 information on file and conduct their own audit. DHS must contact the County Clerk’s department with the name and tax required information of any individual that has received over $600 aggregate gifts, gift cards and/or gift certificates during the year by December 31st. E. It is the responsibility of each department to ensure that sensitive data is protected. To ensure personal financial information is not inadvertently disclosed, all Form W-9s will be requested and maintained by the Accounts Payable Department and not by the issuing department. Under no circumstances should full social security numbers be kept on a local desktop, laptop or other computing device. EXEMPTIONS: Exemptions to this policy may be granted by Administration. VIOLATION OF THIS POLICY: Violation of this policy and procedure or failure to timely cooperate in complying with its provisions by any individuals who purchase cards on behalf of the County my result in disciplinary action up to an including dismissal. Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Organization Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year YTD Fund 100 - General REVENUE Department 00 - General Fund 9,707,545.00 (366,957.00)9,340,588.00 280,056.89 .00 7,105,168.11 2,235,419.89 76 7,019,382.79 Department 02 - Clerk of Courts 277,595.00 .00 277,595.00 68,011.86 .00 224,484.67 53,110.33 81 225,739.65 Department 04 - Criminal Justice 193,214.00 .00 193,214.00 3,870.00 .00 85,866.29 107,347.71 44 106,571.35 Department 05 - Family Court Commissioner .00 .00 .00 .00 .00 .00 .00 +++.00 Department 06 - Coroner 6,250.00 .00 6,250.00 264.00 .00 4,045.00 2,205.00 65 4,627.00 Department 07 - Administrator 15,000.00 .00 15,000.00 160.00 .00 15,220.00 (220.00)101 15,000.00 Department 08 - District Attorney 26,500.00 .00 26,500.00 1,405.84 .00 14,049.32 12,450.68 53 23,532.66 Department 09 - Child Support 197,067.00 20,000.00 217,067.00 7,502.31 .00 107,677.75 109,389.25 50 83,123.56 Department 10 - County Clerk 53,690.00 .00 53,690.00 361.00 .00 19,744.52 33,945.48 37 36,493.64 Department 12 - Treasurer 330,482.00 .00 330,482.00 51,179.86 .00 175,026.72 155,455.28 53 351,712.32 Department 13 - Land Records 276,000.00 .00 276,000.00 10,328.75 .00 308,959.13 (32,959.13)112 255,430.79 Department 14 - Court House 300.00 .00 300.00 .00 .00 200.00 100.00 67 49.40 Department 15 - Register of Deeds 200,000.00 .00 200,000.00 17,198.35 .00 121,609.64 78,390.36 61 154,874.02 Department 17 - Sheriff 296,750.00 .00 296,750.00 73,819.31 .00 265,728.96 31,021.04 90 152,274.59 Department 18 - Emergency Management 143,788.00 .00 143,788.00 4,121.00 .00 120,721.22 23,066.78 84 136,221.25 Department 19 - Veteran's Services 11,550.00 .00 11,550.00 .00 .00 9,860.44 1,689.56 85 8,716.40 Department 20 - Health 856,763.00 .00 856,763.00 47,632.50 .00 537,432.00 319,331.00 63 542,952.20 Department 22 - Fair .00 .00 .00 .00 .00 .00 .00 +++.00 Department 23 - Tourism 163,850.00 .00 163,850.00 2,720.50 .00 62,156.76 101,693.24 38 47,933.84 Department 25 - UW Extension 3,660.00 .00 3,660.00 .00 .00 3,660.00 .00 100 3,660.00 Department 26 - Zoning 253,200.00 .00 253,200.00 40,659.34 .00 196,058.38 57,141.62 77 212,619.43 Department 28 - Land Conservation 380,063.00 32,973.00 413,036.00 31,645.89 .00 129,676.51 283,359.49 31 60,169.31 Department 31 - Information Services 51,400.00 .00 51,400.00 .00 .00 57,808.72 (6,408.72)112 23,972.26 Department 34 - Forestry 3,894,156.00 82,500.00 3,976,656.00 293,477.46 .00 4,067,999.67 (91,343.67)102 3,358,049.25 Department 77 - Agricultural Station 22,500.00 .00 22,500.00 .00 .00 .00 22,500.00 0 30,910.00 REVENUE TOTALS $17,361,323.00 ($231,484.00)$17,129,839.00 $934,414.86 $0.00 $13,633,153.81 $3,496,685.19 80%$12,854,015.71 EXPENSE Department 00 - General Fund 3,102,701.00 (348,418.00)2,754,283.00 42,656.81 .00 2,686,557.58 67,725.42 98 2,041,862.10 Department 01 - County Board 85,426.00 .00 85,426.00 6,411.19 .00 55,931.93 29,494.07 65 51,166.16 Department 02 - Clerk of Courts 487,577.00 .00 487,577.00 49,799.81 .00 291,832.57 195,744.43 60 282,077.13 Department 04 - Criminal Justice 326,094.00 .00 326,094.00 24,613.61 .00 198,173.45 127,920.55 61 184,367.89 Department 05 - Family Court Commissioner .00 .00 .00 .00 .00 .00 .00 +++.00 Department 06 - Coroner 31,911.00 .00 31,911.00 1,284.75 .00 15,570.17 16,340.83 49 20,102.61 Department 07 - Administrator 316,509.00 .00 316,509.00 23,941.23 .00 216,194.27 100,314.73 68 211,123.71 Department 08 - District Attorney 178,946.00 .00 178,946.00 18,103.41 .00 122,811.82 56,134.18 69 116,353.35 Department 09 - Child Support 246,887.00 30,000.00 276,887.00 18,815.07 .00 150,949.55 125,937.45 55 135,661.66 Department 10 - County Clerk 411,162.00 .00 411,162.00 29,637.69 .00 270,535.64 140,626.36 66 265,326.62 Department 12 - Treasurer 174,722.00 .00 174,722.00 11,988.00 .00 96,951.79 77,770.21 55 119,424.69 Department 13 - Land Records 634,287.00 .00 634,287.00 56,893.12 .00 385,988.21 248,298.79 61 404,129.62 Run by Paige Terry on 09/16/2022 08:02:34 AM Page 1 of 5 Financial Report Through 8/31/2022 Through 08/31/22 Prior Fiscal Year Activity Included Summary Listing Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Organization Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year YTD Fund 100 - General EXPENSE Department 14 - Court House 493,971.00 .00 493,971.00 26,574.52 .00 299,208.58 194,762.42 61 285,659.88 Department 15 - Register of Deeds 191,762.00 .00 191,762.00 13,588.61 .00 122,888.70 68,873.30 64 109,694.73 Department 17 - Sheriff 4,643,213.00 .00 4,643,213.00 355,438.76 .00 2,825,433.78 1,817,779.22 61 2,884,203.84 Department 18 - Emergency Management 267,660.00 6,461.00 274,121.00 21,027.48 .00 205,141.71 68,979.29 75 223,270.95 Department 19 - Veteran's Services 134,748.00 .00 134,748.00 11,368.98 .00 83,189.10 51,558.90 62 71,368.96 Department 20 - Health 891,190.00 20,000.00 911,190.00 95,287.97 .00 662,003.34 249,186.66 73 530,682.47 Department 22 - Fair .00 .00 .00 .00 .00 .00 .00 +++.00 Department 23 - Tourism 405,380.00 .00 405,380.00 46,013.36 .00 287,043.54 118,336.46 71 261,884.29 Department 25 - UW Extension 295,684.00 .00 295,684.00 8,529.22 .00 154,474.45 141,209.55 52 156,025.08 Department 26 - Zoning 530,970.00 .00 530,970.00 42,636.61 .00 310,179.58 220,790.42 58 305,785.29 Department 28 - Land Conservation 545,645.00 32,973.00 578,618.00 85,992.73 .00 375,882.26 202,735.74 65 331,895.25 Department 29 - Land Use Planning .00 .00 .00 .00 .00 .00 .00 +++.00 Department 31 - Information Services 598,716.00 .00 598,716.00 30,060.13 .00 373,361.58 225,354.42 62 349,040.65 Department 34 - Forestry 2,105,449.00 7,500.00 2,112,949.00 123,633.40 .00 982,400.23 1,130,548.77 46 1,126,371.65 Department 77 - Agricultural Station 22,500.00 .00 22,500.00 .00 .00 500.00 22,000.00 2 .00 EXPENSE TOTALS $17,123,110.00 ($251,484.00)$16,871,626.00 $1,144,296.46 $0.00 $11,173,203.83 $5,698,422.17 66%$10,467,478.58 Fund 100 - General Totals REVENUE TOTALS 17,361,323.00 (231,484.00)17,129,839.00 934,414.86 .00 13,633,153.81 3,496,685.19 80%12,854,015.71 EXPENSE TOTALS 17,123,110.00 (251,484.00)16,871,626.00 1,144,296.46 .00 11,173,203.83 5,698,422.17 66%10,467,478.58 Fund 100 - General Totals $238,213.00 $20,000.00 $258,213.00 ($209,881.60)$0.00 $2,459,949.98 ($2,201,736.98)$2,386,537.13 Fund 235 - Human Services REVENUE Department 50 - Human Services 5,300,785.00 120,640.00 5,421,425.00 180,645.74 .00 3,616,941.39 1,804,483.61 67 3,765,323.89 REVENUE TOTALS $5,300,785.00 $120,640.00 $5,421,425.00 $180,645.74 $0.00 $3,616,941.39 $1,804,483.61 67%$3,765,323.89 EXPENSE Department 00 - General Fund .00 .00 .00 .00 .00 740.09 (740.09)+++1,527.04 Department 47 - Behavioral Health & Community 463,690.00 .00 463,690.00 68,372.41 .00 320,760.64 142,929.36 69 252,740.33 Department 48 - Community Support Program (CSP)134,025.00 .00 134,025.00 .00 .00 54,247.02 79,777.98 40 .00 Department 51 - Regional Crisis Initiative 59,400.00 .00 59,400.00 12,169.97 .00 92,546.83 (33,146.83)156 69,870.95 Department 52 - AMSO 620,919.00 .00 620,919.00 47,116.05 .00 382,669.52 238,249.48 62 428,719.06 Department 53 - Family Services 1,945,756.00 .00 1,945,756.00 143,064.81 .00 979,502.40 966,253.60 50 946,994.42 Department 54 - Economic Support 417,024.00 .00 417,024.00 30,240.44 .00 221,857.45 195,166.55 53 257,906.49 Department 55 - Aging and Disabilities 720,867.00 .00 720,867.00 44,331.52 .00 386,771.39 334,095.61 54 415,226.46 Department 56 - GWAAR 698,299.00 .00 698,299.00 44,316.48 .00 337,699.77 360,599.23 48 331,689.37 Department 58 - ADRC-Bayfield Co 122,959.00 .00 122,959.00 12,383.62 .00 71,781.85 51,177.15 58 78,100.83 Department 59 - ADRC-North 117,846.00 120,640.00 238,486.00 9,202.21 .00 74,890.49 163,595.51 31 90,798.83 EXPENSE TOTALS $5,300,785.00 $120,640.00 $5,421,425.00 $411,197.51 $0.00 $2,923,467.45 $2,497,957.55 54%$2,873,573.78 Run by Paige Terry on 09/16/2022 08:02:34 AM Page 2 of 5 Financial Report Through 8/31/2022 Through 08/31/22 Prior Fiscal Year Activity Included Summary Listing Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Organization Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year YTD Fund 235 - Human Services Totals REVENUE TOTALS 5,300,785.00 120,640.00 5,421,425.00 180,645.74 .00 3,616,941.39 1,804,483.61 67%3,765,323.89 EXPENSE TOTALS 5,300,785.00 120,640.00 5,421,425.00 411,197.51 .00 2,923,467.45 2,497,957.55 54%2,873,573.78 Fund 235 - Human Services Totals $0.00 $0.00 $0.00 ($230,551.77)$0.00 $693,473.94 ($693,473.94)$891,750.11 Fund 276 - American Rescue Plan 2021 Grant REVENUE Department 00 - General Fund 1,640,513.00 555,809.00 2,196,322.00 3,063.47 .00 2,567,679.40 (371,357.40)117 1,460,283.50 REVENUE TOTALS $1,640,513.00 $555,809.00 $2,196,322.00 $3,063.47 $0.00 $2,567,679.40 ($371,357.40)117%$1,460,283.50 EXPENSE Department 00 - General Fund 698,868.00 .00 698,868.00 82,840.21 .00 145,730.71 553,137.29 21 1,396.39 Department 14 - Court House 600,000.00 565,043.00 1,165,043.00 20,829.25 .00 46,011.77 1,119,031.23 4 .00 Department 18 - Emergency Management .00 .00 .00 .00 .00 15,618.94 (15,618.94)+++.00 Department 20 - Health 59,645.00 (41,000.00)18,645.00 .00 .00 2,671.87 15,973.13 14 2,180.22 Department 23 - Tourism 25,000.00 .00 25,000.00 .00 .00 .00 25,000.00 0 .00 Department 31 - Information Services .00 31,766.00 31,766.00 .00 .00 31,766.00 .00 100 .00 Department 34 - Forestry 60,000.00 .00 60,000.00 .00 .00 56,709.97 3,290.03 95 .00 Department 56 - GWAAR 197,000.00 .00 197,000.00 4,653.98 .00 37,710.51 159,289.49 19 .00 EXPENSE TOTALS $1,640,513.00 $555,809.00 $2,196,322.00 $108,323.44 $0.00 $336,219.77 $1,860,102.23 15%$3,576.61 Fund 276 - American Rescue Plan 2021 Grant Totals REVENUE TOTALS 1,640,513.00 555,809.00 2,196,322.00 3,063.47 .00 2,567,679.40 (371,357.40)117%1,460,283.50 EXPENSE TOTALS 1,640,513.00 555,809.00 2,196,322.00 108,323.44 .00 336,219.77 1,860,102.23 15%3,576.61 Fund 276 - American Rescue Plan 2021 Grant Totals $0.00 $0.00 $0.00 ($105,259.97)$0.00 $2,231,459.63 ($2,231,459.63)$1,456,706.89 Fund 430 - Capital Projects Fund REVENUE Department 00 - General Fund 815,159.00 37,500.00 852,659.00 .00 .00 .00 852,659.00 0 .00 Department 01 - County Board .00 .00 .00 .00 .00 .00 .00 +++.00 Department 13 - Land Records .00 .00 .00 .00 .00 .00 .00 +++38,782.00 Department 14 - Court House 273,714.00 .00 273,714.00 .00 .00 .00 273,714.00 0 .00 Department 17 - Sheriff 2,500.00 .00 2,500.00 1,899.00 .00 1,899.00 601.00 76 87,710.54 Department 18 - Emergency Management .00 .00 .00 .00 .00 .00 .00 +++14,044.79 Department 22 - Fair .00 .00 .00 .00 .00 .00 .00 +++.00 Department 23 - Tourism .00 .00 .00 .00 .00 .00 .00 +++.00 Department 34 - Forestry 547,000.00 2,178,000.00 2,725,000.00 .00 .00 1,518,133.00 1,206,867.00 56 .00 Department 50 - Human Services .00 .00 .00 .00 .00 .00 .00 +++.00 Department 70 - Capital Projects 1,586,098.00 (251,600.00)1,334,498.00 .00 .00 1,429,761.56 (95,263.56)107 630,574.00 Department 71 - Highway Dept .00 .00 .00 .00 .00 .00 .00 +++.00 REVENUE TOTALS $3,224,471.00 $1,963,900.00 $5,188,371.00 $1,899.00 $0.00 $2,949,793.56 $2,238,577.44 57%$771,111.33 EXPENSE Department 00 - General Fund .00 .00 .00 .00 .00 .00 .00 +++.00 Department 01 - County Board 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 .00 Run by Paige Terry on 09/16/2022 08:02:34 AM Page 3 of 5 Financial Report Through 8/31/2022 Through 08/31/22 Prior Fiscal Year Activity Included Summary Listing Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Organization Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year YTD Fund 430 - Capital Projects Fund EXPENSE Department 02 - Clerk of Courts 5,000.00 .00 5,000.00 .00 .00 249.99 4,750.01 5 655.00 Department 04 - Criminal Justice .00 .00 .00 .00 .00 .00 .00 +++.00 Department 05 - Family Court Commissioner .00 .00 .00 .00 .00 .00 .00 +++.00 Department 06 - Coroner .00 .00 .00 .00 .00 .00 .00 +++.00 Department 07 - Administrator 12,000.00 .00 12,000.00 .00 .00 1,359.00 10,641.00 11 .00 Department 08 - District Attorney .00 .00 .00 .00 .00 .00 .00 +++.00 Department 09 - Child Support .00 .00 .00 .00 .00 .00 .00 +++.00 Department 10 - County Clerk 52,700.00 .00 52,700.00 .00 .00 216,640.08 (163,940.08)411 371.27 Department 11 - Elections .00 .00 .00 .00 .00 .00 .00 +++.00 Department 12 - Treasurer .00 .00 .00 .00 .00 .00 .00 +++.00 Department 13 - Land Records 118,666.00 .00 118,666.00 .00 .00 93,975.00 24,691.00 79 65,868.26 Department 14 - Court House 1,038,747.00 8,420.00 1,047,167.00 10,643.07 .00 262,874.26 784,292.74 25 141,066.24 Department 15 - Register of Deeds 3,000.00 .00 3,000.00 .00 .00 2,355.00 645.00 78 .00 Department 17 - Sheriff 42,425.00 .00 42,425.00 2,511.00 .00 22,758.44 19,666.56 54 177,585.36 Department 18 - Emergency Management 57,373.00 .00 57,373.00 .00 .00 17,276.00 40,097.00 30 39,985.93 Department 19 - Veteran's Services .00 .00 .00 .00 .00 .00 .00 +++.00 Department 20 - Health 41,254.00 .00 41,254.00 (8,996.75).00 5,826.49 35,427.51 14 1,500.00 Department 22 - Fair .00 .00 .00 .00 .00 .00 .00 +++.00 Department 23 - Tourism 7,801.00 .00 7,801.00 2,634.50 .00 2,634.50 5,166.50 34 129,769.00 Department 25 - UW Extension 1.00 .00 1.00 .00 .00 .00 1.00 0 .00 Department 26 - Zoning .00 .00 .00 .00 .00 .00 .00 +++.00 Department 27 - Board of Adjustment .00 .00 .00 .00 .00 .00 .00 +++.00 Department 28 - Land Conservation .00 .00 .00 .00 .00 .00 .00 +++.00 Department 29 - Land Use Planning .00 .00 .00 .00 .00 .00 .00 +++.00 Department 30 - Wildlife Abatement .00 .00 .00 .00 .00 .00 .00 +++.00 Department 31 - Information Services 141,500.00 48,906.00 190,406.00 2,922.25 .00 97,164.34 93,241.66 51 48,713.09 Department 34 - Forestry 1,576,002.00 1,161,000.00 2,737,002.00 9,114.27 .00 86,895.76 2,650,106.24 3 9,285.52 Department 52 - AMSO 87,002.00 .00 87,002.00 .00 .00 .00 87,002.00 0 .00 Department 53 - Family Services .00 .00 .00 .00 .00 .00 .00 +++.00 Department 54 - Economic Support .00 .00 .00 .00 .00 .00 .00 +++.00 Department 55 - Aging and Disabilities .00 .00 .00 .00 .00 .00 .00 +++.00 Department 56 - GWAAR .00 .00 .00 .00 .00 .00 .00 +++.00 Department 70 - Capital Projects .00 48,074.00 48,074.00 .00 .00 30,482.20 17,591.80 63 .00 Department 71 - Highway Dept 40,000.00 37,500.00 77,500.00 .00 .00 58,966.60 18,533.40 76 .00 EXPENSE TOTALS $3,224,471.00 $1,303,900.00 $4,528,371.00 $18,828.34 $0.00 $899,457.66 $3,628,913.34 20%$614,799.67 Fund 430 - Capital Projects Fund Totals REVENUE TOTALS 3,224,471.00 1,963,900.00 5,188,371.00 1,899.00 .00 2,949,793.56 2,238,577.44 57%771,111.33 EXPENSE TOTALS 3,224,471.00 1,303,900.00 4,528,371.00 18,828.34 .00 899,457.66 3,628,913.34 20%614,799.67 Run by Paige Terry on 09/16/2022 08:02:34 AM Page 4 of 5 Financial Report Through 8/31/2022 Through 08/31/22 Prior Fiscal Year Activity Included Summary Listing Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Organization Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year YTD Fund 430 - Capital Projects Fund Totals $0.00 $660,000.00 $660,000.00 ($16,929.34)$0.00 $2,050,335.90 ($1,390,335.90)$156,311.66 Fund 710 - Highway REVENUE Department 71 - Highway Dept 8,482,456.00 .00 8,482,456.00 10,188.34 .00 5,641,389.41 2,841,066.59 67 5,373,148.48 REVENUE TOTALS $8,482,456.00 $0.00 $8,482,456.00 $10,188.34 $0.00 $5,641,389.41 $2,841,066.59 67%$5,373,148.48 EXPENSE Department 00 - General Fund .00 .00 .00 .00 .00 .00 .00 +++.00 Department 71 - Highway Dept 8,482,456.00 .00 8,482,456.00 1,636,796.04 .00 6,042,322.77 2,440,133.23 71 2,978,071.40 EXPENSE TOTALS $8,482,456.00 $0.00 $8,482,456.00 $1,636,796.04 $0.00 $6,042,322.77 $2,440,133.23 71%$2,978,071.40 Fund 710 - Highway Totals REVENUE TOTALS 8,482,456.00 .00 8,482,456.00 10,188.34 .00 5,641,389.41 2,841,066.59 67%5,373,148.48 EXPENSE TOTALS 8,482,456.00 .00 8,482,456.00 1,636,796.04 .00 6,042,322.77 2,440,133.23 71%2,978,071.40 Fund 710 - Highway Totals $0.00 $0.00 $0.00 ($1,626,607.70)$0.00 ($400,933.36)$400,933.36 $2,395,077.08 Grand Totals REVENUE TOTALS 36,009,548.00 2,408,865.00 38,418,413.00 1,130,211.41 .00 28,408,957.57 10,009,455.43 74%24,223,882.91 EXPENSE TOTALS 35,771,335.00 1,728,865.00 37,500,200.00 3,319,441.79 .00 21,374,671.48 16,125,528.52 57%16,937,500.04 Grand Totals $238,213.00 $680,000.00 $918,213.00 ($2,189,230.38)$0.00 $7,034,286.09 ($6,116,073.09)$7,286,382.87 Run by Paige Terry on 09/16/2022 08:02:34 AM Page 5 of 5 Financial Report Through 8/31/2022 Through 08/31/22 Prior Fiscal Year Activity Included Summary Listing Beginning Balance Account 1/1/2022 January February March April May June July August September October November December Office $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 No. 2 Account $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 Bremer Checking $539,632.21 $643,316.48 $1,501,213.96 $2,781,436.55 $1,925,879.96 $2,131,768.51 $3,119,732.13 $3,141,988.04 $1,803,174.02 Bremer Money Market $1,317,140.01 $1,317,199.05 $6,817,257.02 $6,317,314.87 $3,317,483.22 $3,317,579.81 $3,917,664.34 $10,167,895.91 $1,418,588.19 H.R.A. / Flex Benefits $1,026,998.92 $1,140,053.82 $1,125,519.75 $1,081,690.08 $1,069,890.93 $1,061,699.84 $1,039,366.93 $1,035,785.31 $974,588.66 Jail Assessment $28,346.56 $27,334.55 $29,978.24 $31,098.87 $33,036.94 $34,968.78 $36,910.05 $38,039.52 $39,222.56 # 85.21 $99,576.92 $99,579.46 $99,582.00 $99,584.29 $99,586.83 $99,589.28 $99,591.82 $99,597.55 $99,610.24 DHS CCOP Risk Reserve $7,267.85 $7,267.91 $7,267.98 $7,268.03 $7,268.09 $6,062.06 $6,062.12 $6,062.17 $6,062.22 Credit Card Acct. (clerk)$1.00 $1.00 $1.00 $1.00 $1.00 $1.00 $1.00 $1.00 $1.00 Credit Card Acct. (taxes)$1.00 $1.00 $1.00 $1.00 $1.00 $1.00 $1.00 $1.00 $1.00 Co Rehab. Fund $173,219.63 $173,724.16 $181,888.58 $181,892.67 $181,897.30 $181,901.79 $182,106.42 $190,550.89 $190,574.78 L.G.I.P.$4,033,069.57 $4,033,276.56 $4,033,508.36 $4,033,778.28 $7,034,335.77 $7,035,899.49 $7,039,590.29 $7,045,247.71 $7,054,508.27 OTHER INVESTMENTS $14,650,000.00 $13,000,000.00 $13,000,000.00 $13,000,000.00 $13,000,000.00 $13,000,000.00 $13,000,000.00 $13,000,000.00 $13,000,000.00 N.L. Debt Service Fund 380 $3,785.62 $448,278.72 $448,287.94 $448,298.26 $448,309.68 $448,320.74 $28,160.91 $28,162.53 $28,166.12 N.L. Collateral Pledge (250K)$251,843.39 $251,849.81 $251,856.22 $251,862.02 $251,868.44 $251,874.65 $251,881.07 $251,895.56 $251,927.65 N.L. Collateral Pledge (75.032K)$75,586.21 $75,588.14 $75,590.06 $75,591.80 $75,593.73 $75,595.59 $75,597.52 $75,601.87 $75,611.50 American Recovery Act Funds $1,107,695.48 $1,092,034.64 $1,086,507.30 $1,008,238.65 $1,001,325.90 $995,549.90 $2,388,646.97 $2,334,593.53 $2,229,333.56 Community Dev. Block Grant $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 Ending Monthly Balance $23,315,364.37 $22,310,705.30 $28,659,659.41 $29,319,256.37 $28,447,678.79 $28,642,012.44 $31,186,512.57 $37,416,622.59 $27,172,569.77 $0.00 $0.00 $0.00 $0.00 2021 Balances $19,104,055.75 $23,981,112.94 $25,737,385.39 $25,376,587.35 $26,564,234.67 $26,751,199.48 $34,957,004.23 $25,798,555.65 $25,307,854.40 $26,107,310.73 $25,443,149.62 $23,315,364.37 2020 Balances $19,443,090.28 $22,440,538.97 $23,224,941.12 $23,271,363.35 $22,863,945.12 $22,550,175.73 $29,805,316.43 $20,462,753.76 $20,503,894.03 $22,285,170.65 $20,999,361.27 $19,955,568.72 2019 Balances $18,045,161.00 $21,832,798.83 $22,237,684.41 $21,925,528.67 $21,606,991.52 $22,128,650.41 $31,870,207.25 $21,522,039.97 $21,168,567.50 $21,412,514.44 $20,253,753.16 $19,452,296.18 2018 Balances $20,812,570.87 $23,499,888.91 $23,755,773.98 $23,519,738.72 $23,081,242.60 $22,900,248.27 $32,008,164.17 $22,203,243.28 $21,578,713.04 $21,324,769.20 $21,175,553.33 $16,874,631.86 2017 Balances $20,923,479.36 $24,882,039.31 $23,116,826.95 $22,990,456.96 $22,628,007.19 $23,528,937.74 $32,965,824.56 $23,697,897.80 $20,311,997.35 $19,979,973.63 $19,908,168.56 $19,187,234.41 2016 Balances $19,614,812.17 $22,687,249.11 $23,710,009.04 $22,854,702.81 $22,938,784.63 $23,125,197.77 $32,235,685.99 $23,825,526.13 $21,521,323.85 $21,550,842.27 $21,050,046.46 $20,077,235.25 $200,000.00 Invest. Agreement $200,000.00 $200,000.00 $200,000.00 $200,000.00 $200,000.00 $200,000.00 $200,000.00 $200,000.00 $200,000.00 (I.R. Incubator Bldg.-June 2003) $240,019.64 World Class Loan $78,241.45 $77,648.40 $77,010.11 $69,631.70 $69,003.76 $69,003.76 $67,721.94 $67,072.34 $66,429.26 (Bayfield- Nov. 2009) $500,000.00 Loan to Northern $307,784.95 $299,556.43 $291,310.02 $283,045.67 $274,763.34 $266,463.00 $258,144.61 $249,808.12 $241,453.50 Lights (November 2019) Totals $586,026.40 $577,204.83 $568,320.13 $552,677.37 $543,767.10 $535,466.76 $525,866.55 $516,880.46 $507,882.76 $0.00 $0.00 $0.00 $0.00 County Loans (Short Term Loans)-$1,650,000.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TREASURER'S REPORT 2022 End Of Month Account Balances 2022 Notes / Agreements - (Principal Balance)