History in the making TMFMD128.1 Timber Mesa Fire & Medical - - PowerPoint PPT Presentation

Timber Mesa Fire & Medical District

History in the making

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Timber Mesa Fire & Medical District

• Introductions
• Tab One- Cooperative Efforts Overview
• Tab Two- Financial
• Tab Three- Merger Documents

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History

Long-term Cooperation

• WMFFA
• Fire Prevention

Programs

• Automatic Aid
• Procedures
• Training

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Breaking Bread

• Chief Savage and Chief Chevalier started

meeting for lunch in the Fall of 2012.

• Progressed into a weekly lunch meeting with

multiple fire chiefs attending and is still happening every Wednesday.

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Relationship Building

• Winter 2012 - Trust among fire chiefs builds.
• By 2013, trust is established and the need for

cooperative efforts is recognized.

• Fall of 2013 – Letter sent to 7 districts to

participate in Cooperative Efforts Study.

• Pinetop
• Lakeside
• Show Low
• Linden
• Clay Springs - Pinedale
• Heber - Overgaard
• White Mountain Lake

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Reality Set In

• Fall 2013

In a effort to eliminate duplications of work loads,

decisions was made to share resources:

– Chief Officer on-call – Joint Staffing for Rescue 321 and Ladder 321 – Operations Chief – Training Chief – Battalion Chiefs – Scheduling – Flexible Staffing

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Efficiencies

• January 2014

Chief Maloney was assigned to manage the day to day

• perations and Chief Wood was assigned to manage all

training aspects of Show Low and Lakeside.

• Spring 2014

Linden joins with Show Low and Lakeside operations and training efforts. Combined Staff and Operational meetings.

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Success

• Supplying the Linden community with

Advanced Life Support 24/7.

• Flexible staffing which limits the cost of
• vertime; provides for proper staffing levels.
• Blending of three cultures to come up with

the most efficient way to accomplish tasks.

• Sharing of personnel, apparatus and stations

to maximize our operational readiness.

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Here we are today

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Working Together

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Employee Involvement

• Joint staff and
• perations meetings
• Crew meetings
• SOGs
• Policy Manual
• Name
• Logo

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Progress Made

• Policy Manual
• Job Descriptions
• Organizational Chart
• Operations

– Standard Operating Guidelines – Position Qualification Workbooks – Leave Request Form/Scheduling – Red Tag Green Tag – Other Misc Documents

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ESCI

• Fall of 2013 – Letter to seven districts re. study
• November 2013 – Pinetop, Lakeside and Show Low sign

contract.

• January 2014 – ESCI data collection
• February 2014 – Linden FD joins study
• April-May 2014 – Revisions
• June 2014 – ESCI Presentation
• July 2014 – Linden Fire Results

Their Findings…

Merger is feasible and recommended.

Also that efficiencies can be gained…

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Financial

• Reduced Cost to Taxpayers
• Fiscally Responsible
• Fiscal Sustainability Now and in the Future

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Show Low Fire District Budget Fiscal Year 2014/2015

Tax Levy Revenues Real Estate 4,021,830 Fire District Assistance Tax 274,420 4,296,250 Non Tax Levy Revenues Wildland, Fleet Servicing, Grants etc. 672,354 Total Revenues 4,968,603

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Expenses Personnel Costs 3,282,713 Buildings & Land 160,904 Vehicles and Equipment 354,068 Communications and IT Services 162,438 Meetings & Training 68,203 Managerial Costs 259,316 Other Expenses (Vacation Liability, Debt Service) 4,000 Contingency Allocation & Capital Outlay 676,644 Total Expenses 4,968,286 Assessed Valuation 136,458,104 Adopted Tax Rate 2.9473

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Show Low 5 Year Budget Forecast

2015 2016 2017 2018 2019 Tax Levy Revenues

4,296,250 4,430,331 4,572,852 4,723,822 4,879,409

Non Tax Levy Revenues

672,354 679,077 685,868 692,727 699,654

Total Revenues

4,968,603 5,109,408 5,258,720 5,416,548 5,579,063

Total Expenses

4,968,286 5,117,318 5,270,924 5,429,074 5,591,918

Proposed Tax Rate

2.9473 3.0343 3.0932 3.1023 3.1111

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Lakeside Fire District Budget Fiscal Year 2014/2015

Tax Levy Revenues Real Estate 2,370,770 Fire District Assistance Tax 148,571 2,519,341 Non Tax Levy Revenues Wildland, Fleet Servicing, Grants etc. 838,085 Total 3,357,426

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Expenses Personnel Costs 2,553,443 Buildings & Land 43,340 Vehicles and Equipment 88,000 Communications and IT Services 58,900 Meetings & Training 6,100 Managerial Costs 322,813 Other Expenses (Vacation Liability, Debt Service) Contingency Allocation & Capital Outlay 284,830 Total Expenses 3,357,426 Assessed Valuation 79,499,261 Adopted Tax Rate 2.9821

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Lakeside 5 year Budget Forecast

2015 2016 2017 2018 2019 Tax Levy Revenues

2,519,318 2,681,478 2,769,296 2,838,529 2,909,492

Non Tax Levy Revenues

838,085 846,466 854,931 863,480 872,115

Total Revenues

3,359,418 3,529,960 3,626,244 3,704,026 3,783,625

Total Expenses

3,357,426 3,458,132 3,561,963 3,668,844 3,778,881

Proposed Tax Rate

2.9821 3.1523 3.2153 3.2153 3.2153

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Linden Fire District Budget Fiscal Year 2014/2015

Tax Levy Revenues Real Estate 890,427 Fire District Assistance Tax 67,000 957,427 Non Tax Levy Revenues Wildland, Fleet Servicing, Grants etc. 12,000 Fund Balance Carryover/Reserves 617,723 629,723 Total 1,587,150

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Expenses Personnel Costs 827,600 Buildings & Land 38,500 Vehicles and Equipment 58,000 Communications and IT Services 21,000 Meetings & Training 24,650 Managerial Costs 117,400 Other Expenses (Vacation Liability, Debt Service) Contingency Allocation & Capital Outlay 500,000 Total Expenses 1,587,150 Assessed Valuation 27,397,756 Proposed Tax Rate 3.2500

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Linden 5 Year Budget Forecast

2015 2016 2017 2018 2019 Tax Levy Revenues

957,427 952,757 964,666 993,606 1,023,415

Non Tax Levy Revenues

12,000 12,120 12,241 12,364 12,487

Fund Balance Carryover/ Reserves

617,723 669,871 706,969 728,445 750,518

Total Revenues

1,587,150 1,634,748 1,683,877 1,734,415 1,786,420

Total Expenses

1,587,150 1,634,748 1,683,877 1,734,415 1,786,420

Proposed Tax Rate

3.2500 3.2500 3.2500 3.2500 3.2500

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SLFD, LSFD, LFD 2014-2015 Combined Expenses

Personnel Costs 6,663,756 Buildings & Land 242,744 Vehicles and Equipment 500,068 Communications and IT Services 242,338 Meetings & Training 98,953 Managerial Costs 699,529 Other Expenses (Vacation Liability, Debt Service) 4,000 Contingency Allocation & Capital Outlay 1,461,474 Total Expenses 9,912,862 Adopted Tax Rates SLFD 2.9473 LSFD 2.9821 LFD 3.2500

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Timber Mesa Fire District Expenditures

PERSONNEL COSTS Salaries & Wages 4,439,524 Salaries & Wages - Reserve FF 75,000 Wild Fire Pay 150,000 Overtime Wages/Holiday 103,848 PR Taxes:Medicare 69,141 PR Taxes:Social Security 25,245 Workers Compensation 254,804 ASRS 43,763 PSPRS Retirement 493,020 PSPRS Cancer Fund 3,250 Benefits: Health Insurance 764,896 Medical Screenings 17,430 Employee Recruitment/Retention 1,927 6,441,849

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BUILDINGS & LAND Utilities 94,000 Station & Janitorial Supplies 8,000 Building Repair & Maintenance 20,000 SLFD Station Lease Purchase 107,904 LSFD Station Lease Purchase 119,860 349,764 VEHICLES AND EQUIPMENT Vehicle Fuel 102,000 Vehicle Maintenance 80,000 Shop Tools/Supplies 9,500 Parts Inventory 15,000 Fire Equipment Maintenance 34,159 Fire Equipment 55,375 EMS Equipment Maintenance 15,000 EMS Supplies/Equip: Non-Cap 55,000 Furniture/Equipment: Non Cap 7,400 373,434

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VEHICLES AND EQUIPMENT Vehicle Fuel 102,000 Vehicle Maintenance 80,000 Shop Tools/Supplies 9,500 Parts Inventory 15,000 Fire Equipment Maintenance 34,159 Fire Equipment 55,375 EMS Equipment Maintenance 15,000 EMS Supplies/Equip: Non-Cap 55,000 Furniture/Equipment: Non Cap 7,400 373,434 COMMUNICATIONS & IT SYSTEMS Telecommunications 51,360 Computer Equipment & Support 75,000 Dispatch Contract/Expenses 142,500 268,860

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MANAGERIAL COSTS Payroll Service 3,420 HR Consulting 15,000 Parcel Charges 45,948 Uniforms 54,700 Legal 48,000 Professional Service 72,000 Office Supplies 10,000 Postage & Shipping 700 Printing & Reproduction 2,000 Dues/Fees/Subscriptions 7,000 Interest Expense 1,500 Public Information 4,000 Bank & Service Fees 459 Liability Insurance 72,000 Election 35,500 372,227

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MEETINGS & TRAINING Meetings & Business Expense 35,000 Board Training 6,618 Employee Training 90,000 Prevention & Public Education 12,000 143,618 OTHER EXPENSES Vacation/Sick Liability 25,600 25,600 Subtotal Operational Budget 7,975,352 Financial Reserve 56,500 Budgeted Fixed Assets Subtotal 56,500 TOTAL EXPENDITURES 8,031,852

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5 Year Expense Forecast

2015 2016 2017 2018 2019 Timber Mesa Fire District Total Expenses $8,031,852 $8,272,791 $8,521,062 $8,776,716 $9,039,989 SLFD, LSFD, LFD Total Expenses $9,912,862 $10,210,231 $10,516,625 $10,832,146 $11,157,082

$- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000

Timber Mesa Fire District Total Expenses SLFD, LSFD, LFD Total Expenses

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Liabilities

• All debt except for Stations will be paid off
• All rolling stock will be paid off
• Leaves a net fund balance of $2,158,852

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Liabilities As Of 7/10/14

Asset Debt Annual Expense SLFD Ladder 69,648 71,826 Station 2 798,287 108,000 Engine 450,000 71,826 LFD Engine 120,000 27,000 LSFD Station 700,000 129,000

Beginning Net Fund Balance 2,798,500

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Timber Mesa Fire District Liabilities

Asset Debt Annual Expense SLFD Station 2 798,287 108,000 LFD None LSFD Station 700,000 129,000

Net Fund Balance 2,158,852

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Timber Mesa Fire District Budget Fiscal Year 2014/2015

Tax Levy Revenues Real Estate 6,716,358 Fire District Assistance Tax 400,000 7,116,358 Non Tax Levy Revenues Wildland, Fleet Servicing, Grants etc. 916,200 Total 8,032,558

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Timber Mesa Fire District 2014-2015 Expenses

Personnel Costs 6,441,849 Buildings & Land 349,764 Vehicles and Equipment 373,434 Communications and IT Services 268,860 Meetings & Training 143,618 Managerial Costs 372,227 Other Expenses (Vacation Liability, Debt Service) 25,600 Contingency Allocation & Capital Outlay 56,500 Total Expenses 8,031,852 Timber Mesa Fire District Assessed Valuation 243,355,121 Proposed Tax Rate 2.7599

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Timber Mesa Fire District 5 Year Forecast

2015 2016 2017 2018 2019 Tax Levy Revenues

7,116,358 7,347,302 7,847,598 8,140,564 8,443,882

Non Tax Levy Revenues

916,200 925,362 934,616 943,962 953,401

Total Revenues

8,034,573 8,274,680 8,784,230 9,086,543 9,399,302

Total Expenses

8,031,852 8,272,791 8,521,061 8,776,715 9,039,989

Proposed Tax Rate

2.7599 2.8548 3.0226 3.0500 3.0772

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Proposed Tax Rates

2015 2016 2017 2018 2019 SLFD Tax Rates 2.9473 3.0343 3.2194 3.2280 3.2364 LSFD Tax Rates 2.9823 3.1523 3.2153 3.2153 3.2153 LFD Tax Rates 3.2500 3.2500 3.2500 3.2500 3.2500 Timber Mesa Tax Rates 2.7599 2.8548 3.0226 3.0500 3.0772

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Proposed Tax Rates

2.50 2.60 2.70 2.80 2.90 3.00 3.10 3.20 3.30 2015 2016 2017 2018 2019 SLFD Tax Rates LSFD Tax Rates LFD Tax Rates Timber Mesa Fire District Tax Rates

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Comparative Cost for Home Owners

(Net Assessed Value / 100 X 2.8548) Lakeside Fire District Resident - SAMPLE Tax Liability Home Value $ 150,000.00 Current Tax Liability $ 447.32 Proposed Tax Liability $ 428.22 Change in Tax Liability $ (19.10) Linden Fire District Resident - SAMPLE Tax Liability Home Value $ 150,000.00 Current Tax Liability $ 487.50 Proposed Tax Liability $ 428.22 Change in Tax Liability $ (59.28) Show Low Fire District Resident - SAMPLE Tax Liability Home Value $ 150,000.00 Current Tax Liability $ 442.10 Proposed Tax Liability $ 428.22 Change in Tax Liability $ (13.87)

Average Savings Under Timber Mesa Fire District $ 30.75

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Timber Mesa Fire District

• Fiscal Year 14/15, District will only receive a tax

levy of 2.7599 to operate

• Fiscal Year 15/16 requires a proposed tax levy of

2.8548

• Average district rate of 3.1455 in 15/16 vs.

Timber Mesa Fire District’s rate of 2.8548

• 9.24% Decrease in tax rate
• Reduces total operating expenses by $1,937,440

in 15/16

• Fiscally Responsible & Efficient

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Merger Timeline

• Flow Chart

– Step 1 Resolution calling for Pubic Hearing – Step 2 and 3 Notice of Public Hearing to include Impact Statement, legal description and map. – Step 4 Letter of notice of Public Hearing for the County Board of Supervisors. – Step 5 Letter from Assessor re: 30% property

• wnership.

– Step 18 Merger by Unanimous Resolution – Step 19 Naming new board members and

• rganizational meeting.

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