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FY19/20 Budget & Supporting Documents \�\OKAtee FE Immokalee Fire Control District s R ' ' • 502 New Market Road East, Immokalee, FL. 34142 E E Ave Maria Michael J. Choate, Fire Chief October 1, 2019 Mr. Derek Johnson, General Accounting Manager Clerk of the Circuit Court, Finance Department 3299 Tamiami Trail East, #403 Naples, FL 34112 Sent via Certified Mail Dear Mr. Johnson: Enclosed please find the following: 1. Copy of Resolution 2019-16 adopting the final millage rage for the Immokalee Fire Control District for the 2019-2020 fiscal year. 2. Copy of Resolution 2019-17 adopting the final impact fee rates for the Immokalee Fire Control District for the 2019-2020 fiscal year. 3. Copy of Resolution 2019-18 adopting the final General Fund budget for the Immokalee Fire Control District for the 2019-2020 fiscal year. 4. Copy of Resolution 2019-19 adopting the final Impact Fee Fund budget for the Immokalee Fire Control District for the 2019-2020 fiscal year. 5. General Fund Budget for the Immokalee Fire Control District for the 2019-2020 fiscal year. 6. Impact Fee Fund Budget for the Immokalee Fire Control District for the 2019- 2020 fiscal year. 7. Schedule of Board Meetings for the period of October 1, 2019 through September 30, 2020. 8. District Map. 9. The Agent of Record for the Immokalee Fire Control District is Michael Choate, Fire Chief/District Manager. Very truly yours, e cl.,nod BECKY BRONSDON Chief Financial Officer Administration(239)657-2111 Operations(239)657-8587 Fire Prevention(239)597-9227 Fax(239)657-9489 RESOLUTION#2019-16 A RESOLUTION OF THE IMMOKALEE FIRE CONTROL DISTRICT OF COLLIER COUNTY FLORIDA,ADOPTING THE FINAL LEVY OF AD VALOREM TAXES FOR FISCAL YEAR 2019- 2020, PROVIDING FOR AN EFFECTIVE DATE WHEREAS,section 6 of the Immokalee Fire Control District's Charter of chapter 2000 393, Laws of Florida, and Chapter 191.009, Florida Statutes, authorizes the Immokalee Fire Control District to levy an ad valorem taxation on property within its boundaries in Collier County in an amount not to exceed 3.75 mills;and WHEREAS, the Immokalee Fire Control District on September 23, 2019 adopted Fiscal Year 2019-2020 Final Millage Rate following the public hearing required by section 200.065, Florida Statutes; and WHEREAS, the gross taxable value for operating purposes not exempt from ad valorem taxation within the Immokalee Fire Control District, has been certified by the Collier County Property Appraiser as$1,152,595,624; NOW, THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE IMMOKALEE FIRE CONTROL DISTRICT of Collier County Florida, that the Fiscal Year 2019-2020 Final operating millage rate for the Immokalee Fire Control District is 3.75 mills per$1,000 00, which is more than the rolled back rate of 3.66318 mills per$1,000.00 by 2.37%. Such millage rate will be collected pursuant to the same manner and form as county taxes. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner 6" `rt Q.ir , who moved its adoption. The motion was seconded byhe motion was4 1 - , and the I Vote was as follows: Commissioner Patricia Anne Goodnight et Commissioner Joseph Brister 4') I Commissioner Edward Olesky Ai• (AA- Commissioner Commissioner Bonnie Keen :�• Q.NT Commissioner Robert Halman X71 Duly passed and adopted on this 23rd day of September, 2019. Board of Commissioners of the Immokalee Fire Control District By: p f'3 tn.).- Patricia Anne Goodnight,Chair RESOLUTION#2019-17 A RESOLUTION OF THE IMMOKALEE FIRE CONTROL DISTRICT OF COLLIER COUNTY FLORIDA,IMPOSING THE FINAL IMPACT FEE RATES FOR THE IMMOKALEE FIRE CONTROL DISTRICT FOR FISCAL YEAR 2019-2020,PROVIDING FOR AN EFFECTIVE DATE WHEREAS, impact fees are a funding mechanism that a local government may utilize to pay for public improvements that are necessary to serve new growth;and WHEREAS, impact fees must satisfy a dual rational nexus test to be constitutional; and WHEREAS,the dual rational nexus test requires a local government to show a reasonable nexus between the local government's need for additional capital facilities and the new construction and that a special benefit is conferred upon the fee payers;and WHEREAS, Subsection 6 of chapter 2001-330, Laws of Florida,authorizes the Immokalee Fire Control District to assess impact fees for capital improvements on new construction within its boundaries; and WHEREAS,the calculation of impact fee rates assessed effective for the 2019--2020 fiscal year was based upon the most recent and localized data,as evidenced by the Fire/Rescue Service Impact Fee Update Study dated January 2006; and WHEREAS,the accounting of the impact fee revenues and are provided for and reported in a separate and segregated special revenue fund entitled Impact Fee Fund; and WHEREAS,the impact fees adopted by the Board of Fire Commissioners of the Immokalee Fire Control and Rescue District for the 2019-2020 fiscal year are imposed in compliance with Section 163.31801, Florida Statutes;and WHEREAS, the final impact fee rates adopted by the Board of Fire Commissioners were adopted at a Public Meeting held on September 23, 2019; NOW,THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE IMMOKALEE FIRE CONTROL DISTRICT of Collier County Florida,that the final charges for impact fees of $1.11 per square foot of defined living area for residential development and$0.32 per square foot of useable area for commercial and industrial structures as defined in Subsection 6 of chapter 2001-330, Laws of Florida, are adopted in the Immokalee Fire Control District to be used for capital improvements that are necessary to serve new growth in accordance with Florida law. No reduction In the assessed impact fee charge is authorized; This resolution shall take effect immediately upon its adoption. This resolution shall take effect immediately upon its adoption. VC)The foregoing resolution was offered by Commissioner ! -t------ , who moved its adoption. (6,.-,—t—carThe motion was seconded by Commissioner , and the Vote was as follows: Commissioner Patricia Anne Goodnight Commissioner Joseph Brister % Commissioner Edward Olesky :,,. Commissioner Bonnie Keen ' Commissioner Robert Halman 131 Duly passed and adopted on this 23rd day of September,2019. Board of Commissioners of the Immokalee Fire Control District By: pk- /-r Y` Patricia Anne Goodnight,Chair RESOLUTION#2019-18 A RESOLUTION OF THE IMMOKALEE FIRE CONTROL DISTRICT OF COLLIER COUNTY FLORIDA, ADOPTING THE FINAL BUDGET FOR THE IMMOKALEE FIRE CONTROL DISTRICT GENERAL FUND FOR FISCAL YEAR 2019-2020; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Immokalee Fire Control District of Collier County, Florida, on September 23, 2019 held a public hearing as required by Florida Statute 200.065; and WHEREAS, the Immokalee Fire Control District of Collier County, Florida, set forth the final appropriations in the amount of$4,920,208 and final revenue estimates in the amount of $4,572,742 for the General Fund for the Fiscal Year Fiscal Year 2019 2020;and NOW, THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE IMMOKALEE FIRE CONTROL DISTRICT of Collier County Florida, that the Fiscal Year 2019-2020 Final Budget for the General Fund be adopted. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner 4, JY V-1---5-tel e , who moved its adoption. The motion was seconded by Commissioner 4c0,.. ..,,_e......_____ ,and the Vote was as follows. Commissioner Patricia Anne Goodnight ( - -- CommissionerJoseph Brister Commissioner Edward Olesky 146 - Commissioner Bonnie Keen Commissioner Robert Halman l` I Duly passed and adopted on this 23rd day of September, 2019. Board of Commissioners of the Immokalee Fire Control District By: ��/ lr Patricia Anne G odnight, Chair , RESOLUTION#2019-19 A RESOLUTION OF THE IMMOKALEE FIRE CONTROL DISTRICT OF COLLIER COUNTY FLORIDA, ADOPTING THE FINAL BUDGET FOR THE IMMOKALEE FIRE CONTROL DISTRICT IMPACT FEE FUND FOR FISCAL YEAR 2019-2020; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS,the Immokalee Fire Control District of Collier County, Florida,on September 9, 2019 held a public hearing as required by Florida Statute 200.065; and WHEREAS, the Immokalee Fire Control District of Collier County, Florida, set forth the final appropriations in the amount of$5,013,500 and final revenue estimates in the amount of $995,000 for the Impact Fee Fund for the Fiscal Year Fiscal Year 2019-2020;and NOW, THEREFORE, BE IT RESOLVED by the BOARD OF FIRE COMMISSIONERS OF THE IMMOKALEE FIRE CONTROL DISTRICT of Collier County Florida, that the Fiscal Year 2019-2020 Final Budget for the Impact Fee Fund be adopted. This resolution shall take effect immediately upon its adoption. (� The foregoing resolution was offered by Commissioner c�i-l_u , who moved its adoption. (). The motion was seconded by Commissioner y---1---i--C-QA(- ,and the Vote was as follows. Commissioner Patricia Anne Goodnight / ... Commissioner Joseph Brister %k\ • Commissioner Edward Olesky - Commissioner Bonnie Keen Commissioner Robert Halman " Duly passed and adopted on this 23rd day of September, 2019 i Board of Commissioners of the Immokalee Fire Control District By: RA--,/(1/),--1- Patricia Anne Goodnight, Chair 2 M• OKAt FF �r.1 R E R c I I 0 E E Ave Maria Immokalee Fire Control District PROUDLY SERVING IMMOKALEE AND AVE MARIA ` 4-140frikrif I 2019-2020 General Fund and Impact Fee Fund Budget Final Budget Hearing Monday, September 23, 2019 - 5:30 p.m. 0‘* fF E 1 Immokalee Fire Control District R 1 , 0 E502 New Market Road East, Immokalee, FL. 34142 E E Ave Maria Michael J. Choate, Fire Chief TABLE OF CONTENTS Letter from the Chief 1 Budget Planning Calendar 3 General Fund Budget 4 Revenue Overview and Detail 8 Expense Overview and Detail 10 Cash Reserves 18 Impact Fee Fund Budget 19 Appendix 22 Administration(239)657-2111 Operations(239)657-8587 Fire Prevention(239)597-9227 Fax(239)657-9489 \CTgOKate, • • F " E Immokalee Fire Control District R ' 502 New Market Road East, Immokalee, FL. 34142 E � te" `. Ave Maria Michael J. Choate, Fire Chief September 23, 2019 Board of Fire Commissioners 502 New Market Rd. East Immokalee, FL 34142 Commissioners; On behalf of the staff of the Immokalee Fire Control District, I am pleased to present the 2019- 2020 General Fund and Impact Fee Fund Budgets. A budget is far more than a financial tool to monitor and control spending and financial solvency. It is a reflection of the Board of Fire Commissioners' policies and goals. and their response to challenges facing the District in the coming fiscal year. GENERAL FUND BUDGET There is no doubt the District has faced economic challenges for years. Like all independent fire districts, almost all of the District's revenue is generated by property taxes (Ad Valorem). Annually, the County's Property Appraiser establishes the taxable property value within the District. The Board then adopts a millage rate, and property tax revenue is generated. Unfortunately,this means the bulk of District funding is subject to the variations in property values associated with national economic conditions. The District cannot merely increase the taxing (millage) rate when property values are not sufficient to fund operations - the District already levies the constitutional maximum millage rate allowable for an independent special district-3.75 mils,or$3.75 for every$1,000 of taxable property value. In an attempt to address this long-standing funding challenge, the Board brought to the voters the option of a non-ad valorem fire fee assessment. The voters did not approve this initiative. We continue to explore other funding options to be able to provide our community with excellent fire and emergency services,while remaining financially solvent. The 2019-2020 General Fund Budget reflects an increase in Ad Valorem revenue of 7%. This additional revenue is required to maintain operations at current level, still resulting in the funding of capital purchases with cash reserves. Expenses contained within the 2019-2020 General Fund Budget reflect provisions for current staffing only. No new positions are funded. Increases in personnel costs,including retirement and health insurance, are projected. We have continued to diligently monitor and control operating costs(which decrease a little over 1%as compared to the current year)and capital purchases. We 1 are replacing an engine by utilizing a lease to purchase program to distribute the cost over time so reserves are less impacted. Cash reserves (or the accumulation of funds unspent at the end of the fiscal year) are essential to the continued operation of the District. Without these reserves, the District would be unable to operate the first quarter of the fiscal year, the period of time before property tax revenue is received. Reserves are also essential to provide funding for future replacement equipment, vehicles and apparatus. The 2019-2020 General Fund Budget utilizes$345,911 of reserves to fund capital purchases, leaving a balance of reserves at the end of the fiscal year of$1,422,019. Since it takes over$1,000,000 to fund first quarter expenses, only a little over$400,000 is left to fund the deficit and emergencies. The inability to replace used reserves continues to be a major challenge for the District. IMPACT FEE BUDGET The District's enabling legislation authorizes the Board of Fire Commissioners to assess impact fees. Pursuant to Florida law, an impact fee requires there be an established need for additional capital infrastructure resulting from growth within the District. There must be a reasonable connection between an impact fee fund expenditure and a benefit received by the payer. Further, impact fees must be designated and segregated only for the purchase of capital assets(including construction) required by growth in the District. Unfortunately, these fees cannot be used to address financial challenges of the General Fund. The 2019-2020 Impact Fee Fund Budget provides for the construction of Station#32 in Ave Maria. With a projected opening date of December 2020,the bulk of costs associated with that station are provided for in the 2019-2020 budget. In summary,just know that we remain committed to the goals of the Board of Fire Commissioners. You have remained steadfast with your direction—provide the resources(personnel,training, and equipment) to keep our responders safe, while providing excellent emergency service to our community,all while operating in a fiscally responsible manner to retain financial solvency. Thank you, Michael J. Choate District Manager I Fire Chief \t,h\ 4(4;, • F 10 E Immokalee Fire Control District A U P 502 New Market Road East, Immokalee, FL. 34142 E E 0 Marla Michael J. Choate, Fire Chief _, AveAvc Marla GENERAL FUND BUDGET ,�. 4 GENERAL FUND PROPOSED BUDGET 2019-2020 FINAL BUDGET HEARING Original Adopted Estimated Amended Budget Final Budget 11 Variance Budget 2018-2019 9/30/19 2018-2019 2019-2020 18/19 vs 19/20',6 AMENDED VS. PROPOSED Balance Forward-Cash Reserves(Assigned) 1,884,651 1,899,557 1,899,557 1,767,930 Revenue 001 Collier County Ad Valorem-3.75 Millage Rate $ 3,831,780 $ 3,879,051 $ 3,831,780 $ 4.106,172 7.16k- 002 Ad Valorem Tax Deeds/Warrants/Prior Years 003 Inspection Fees - - 004 Public Safety Grants-SAFER - 005 Public Safety Grants-Federal - - - 006 Public Safety Grants-State - - - 007 Public Safety Grants-County CDBG 259,000 925 925 312,000 008 Public Safety Grants-Immoka lee Water/Sewer 65,000 65,000 25,000 100.00% 009 Public Safety Grants-FF Supplement 3,840 3,947 3,840 2,520 -34.38% 010 Interest Income 9,000 30,000 25,000 25,000 0.00% 011 Rents and Royalties 3,459 6,000 3,459 5,000 44.55% 012 Sale of Surplus Materials and Equipment - 1,675 - 013 Donations 100 500 100 100 0.00% 014 Special Event Fees 5,000 3,574 5,000 5,000 015 Other Miscellaneous Revenue 10,000 142,000 140,000 10,000 -7857w 016 Proceeds from Debt-Apparatus Purchase '64,074 764,074 100.00% 017 Reimbursement-Health In,urance 6,401 533 6,401 100.00% 018 Payment In Lieu of Taxes CC Grant 50,000 50,000 50000 )0,000 0.00% , Payment In Lieu of Taxes-Farm Worker's Village - 6,150 6,150 12,000 0.00% . .al Revenue 4,243,580 4,888,429 4,901,729 4,572,742 -6.71",', - Personnel Expenses 030 Salaries(Incentives Included) $ 1,868551 $ 1,785,000 $ 1,785,000 S 1,855,947 3.97% 031 Overtime 175,000 175,000 175,000 175,000 0.00% 032 FLSA Overtime 118,715 118,715 118,715 122,494 3.18% 033 Holiday Pay 52,000 52,000 52,000 53,560 3.00% 034 Vacation Time Sell Back 11,000 11,000 11,000 12,000 9.09% 035 Sick Time Sell Back 11,000 17,000 17,000 12,000 29.41% 036 Social Security 171,074 165,600 165.600 170,672 3.06% 037 Retirement 525,535 510,000 510.000 565,402 10.86% 038 Group Insurance(Health/Dental/Ufe) 620,770 620,770 620,770 715,000 15.18% 39 Medical Clinic 36,000 36,000 36.000 Inc in health ins 040 Worker's Compensation Insurance 103,974 103,974 103,974 95,000 -8.63% 041 Unemployment Insurance 0.00% Total Personnel Expenses 3,693,619 3,595,059 3,595,059 3,777,075 5 06% Operating Expenses 045 Employee Physicals 1,000 1,000 1,000 1,000 0.00% 046 Professional Fees-Legal 6,000 15,000 20,000 25,000 2500% 047 Professional Fees-Other 13,700 31,000 31,000 10,000 -67.74% 048 Property Appraiser Fees 25,000 25,000 25,000 26,000 4.00% 049 Tax Collector Fees 78,48E 78,486 78,486 84,879 8.15% 050 Auditor 35,000 23,000 25,000 25,000 0.00% 051 Travel&Per Diem 9,000 9,000 9,000 12,500 38.89% 052 Communications(Telephone/Intemet/Direct TV) 22,000 20,000 22,000 20,000 -9.09% 05,3 Postage 500 500 500 500 0.00% Shipping 3,000 500 3,000 500 -83.33% 0ys Utilities-Electric 16500 13,000 16,500 14,130 -14.36% 055 Utilities-Water/Sewer 4,200 3,900 4,200 4,000 -4.76% 5 • GENERAL FUND PROPOSED BUDGET 2019-2020 FINAL BUDGET HEARING Original Adopted Estimated Amended Budget Final Budget %Variance Budget 2018-2019 9/30/19 2018-2019 2019-2020 18/19 vs 19/2050 AMENDED VS, PROPOSED Balance Forward•Cash Reserves(Assigned) 1,884,651 1,899,557 1,899,557 1,767,930 Revenue 001 Collier County Ad Valorem-3.75 Millage Rate $ 3,831,780 $ 3,879,051 $ 3,831,780 $ 4,106,122 7.16% 002 Ad Valorem Tax Deeds/Warrants/Prior Years 003 Inspection Fees - - 004 Public Safety Grants-SAFER - - 005 Public Safety Grants-Federal - 006 Public Safety Grants-State - - - 0G7 Public Safety Grants-County COBG 259,000 925 925 312,000 008 Public Safety Grants-Immokalee Water/Sewer 65,000 65,000 25,000 100.00% 009 Public Safety Grants-FF Supplement 3,840 3,947 3,840 2,520 -34.38% 010 Interest Income 9,000 30,000 25,000 25,000 0.00% 011 Rents and Royalties 3,459 6,000 3,459 5,000 44.55% 012 Sale of Surplus Materials and Equipment - 1,675 - - 01_ Donations 100 500 100 100 0.00% 014 Special Event Fees 5,000 3,574 5,000 5,000 015 Other Miscellaneous Revenue 10,000 142,000 140,000 30,000 -78.57% 016 Proceeds from Debt-Apparatus Purchase 764,074 764,074 100.00% 017 Reimbursement-Health Insurance 6,401 533 6,401 - 100.00% 0.18 Payment In Ueu of Taxes-CC Grant 50,000 50,000 50,000 50.000 0.00% Payment In Ueu of Taxes-Farm Worker's Village - 6,150 6,150 12,000 0.00% .- .•l Revenue 4,243,580 4,888,429 4,901,729 4,572,742 -6.71% Personnel Expenses 030 Salaries(Incentives Included) $ 1,868,551 $ 1,785,000 $ 1,785,000 $ 1,855,947 3.97% 031 Overtime 175,000 175,000 175,000 175,000 0.00% 032 FLSA Overtime 118,715 118,715 118,715 122,494 3.18% 033 Holiday Pay 52,000 52,000 52,000 53,560 3.00% 034 Vacation Tkne Sell Back 11,000 11,000 11.000 12.000 9.09% 035 Sick Time Sell Back 11,000 17,000 17.000 12,000 -29.41% 036 Social Security 171,074 165,600 165,600 170,672 3.063 037 Retirement 525,535 510,000 510,000 565,402 10.86% 038 Group Insurance(Health/Dental/Lrfe) 620,770 620,770 620,770 715,000 15.18% 39 Medical Clinic 36,000 36,000 36,000 Inc in health ins 040 Worker's Compensation Insurance 103,974 103,974 103,974 95,000 -8.63% 041 Unemployment Insurance - 0.00% Total Personnel Expenses 3,693,619 3,595,059 3,595,059 3,777,075 5.06% Operating Expenses 045 Employee Physicals 1,000 1,000 1,000 1,000 0.00% 046 Professional Fees-Legal 6,000 15,000 20,000 25,000 25 00% 047 Professional Fees Other 13,700 31.000 31,000 10,000 67.74% 048 Property Appraiser Fees 25,000 25,000 25,000 26,000 4.00% 049 Tax Collector Fees 78,486 18,486 78,486 84,879 8.15% 050 Auditor 35,000 23,000 25,000 25,000 0.00% 051 Travel&Per Diem 9,000 9,000 9,000 12,500 38.89% 052 Communications(Telephone/Internet/D.rrct TV) 22,000 20,000 22,000 20,000 9.09% 053 Postage 500 500 500 500 0.00% Shipping 3,000 500 3,000 500 -83.33% Li , Utilities-Electric 16,500 13,000 16,500 14 130 -14 364c 056 Utilities-Water/Sewer 4,200 3,900 4,200 4,000 -4 76% 5 Revenue Overview and Detail The District's enabling legislation authorizes the Board of Fire Commissioners to levy property taxes on property onwers to fund fire protection, rescue and emergency services. The Collier County Property Appraiser provides the taxable value of the property within the District's boundaries. That taxable value is transmitted to the District via form DR-420 in June preceding the beginning of the new fiscal year October 1st. The Board of Fire Commissioners establishes the millage(taxing)rate, up to the maximum allowable by the District's Enabling Act. The District's maximum millage rate per BOTH the District's Enabling Act AND the Constitution,is 3.75 mils,or$3.75 for every$1,000 of appraised taxable property value. The chart below identifies the District's taxable property value. While an increase in the taxable value has been realized over the last several years,the increase in value has not been sufficient to support operations with the loss of the Safer Grant utilized to fund firefighter positions. Taxable Property Value $1 400 000 000 $1 200.000 000 $1,000,000 000 $900,000.000 $600,000 000 $400,000 000 $200,000,000 2019 2019 2017 2016 2015 2014 2013 2012 2011 Property taxes(Ad Valorem)represents 95% of the District's revenue and is the primary source for funding. The challeng the District faces is that the annual increase in taxable property value is not sufficient to fund the increases in the cost to provide fire and rescue service. Unlike Counties or Cities,the District cannot merely increase the taxing rate to generate sufficient revenue. While growth does increase the taxable property value in the District,that growth also requires an increase in service, resulting in an increase in costs The taxable property value for the fiscal year 2019-2020 represents an increase of 7.16%as compared to the 2018-2019 year. AD Valorem Calculation: Preliminary Property Value Per Form DR-420 g 1,152,595,624 Millage Rate 3.75 Ad Valorem 100% $ 4,322,234 Statutory 95% $ 4,106,122 2019-2020 Budgeted • $ 3,831,780 2018-2019 Budgeted Increase Decrease 19/20 vs. 18/19 7.16% Other Revenue: PILT-Farmworker's Village $ 10,000 PILI-Collier County $ 10,000 PILT-Immokalee Water/Sewer $ 25,000 PILI-Collier County $ 50,000 Public Safety Grants-Collier County CDBG $ 312,000 Special Event and other Service Fees $ 5,000 Interest $ 25,000 Other Misc. Revenue $ 29,620 Total Other Revenue $ 466,620 2019-2020 Budgeted $ 1,069,949 2018-2019 Budgeted Increase Decrease 19/20 vs. 18/19 -53.55% TOTAL REVENUE $ 4,572,742 20 '-2020 Budgeted $ 4,901,729 2018-2019 Budgeted Increase Dec_eas. '120 vs. 18/19 14111111 Decrease as compared to prior year due to one time recording of proceeds from debt noted above. As identified above,the majority of the District's revenue is comprised of property taxes. The chart below identifies the components of the District's revenue: Revenue ■Ad Valorem •Public Safety Grant ` le Payment in Lieu of Taxes ■Other Revenue Expenses Overview The District's General Fund expenses are divided into four categories: Personnel,Operating,Capital and Debt Service. Personnel expenses constitute 77%of total General Fund expenses,with employee wages representing the largest portion of the personnel expenses. As an emergency responder,reduction of personnel to reduce costs results in a public safety issue and lowers the level of service to the community. Therefore,it is extremely difficult to reduce personnel costs without placing the community at risk. The 2019-2020 budgeted personnel expenses include estimated increases in state retirement rates, health insurance and other related costs. No new positions are provided for in the 2019-2020 budget. Budgeted personnel expenses represent a 5.06%increase as compared to the 2018-2019 budgeted amount. Operating expenses represent those costs associated with operating and maintaining the District's facilities,apparatus,equipment and services. The operating expenses contained within the 2019-2020 budget reflect an increase of 1.87% as compared to the amended 18-19 budget. Capital expenses provide for the purchase of capital assets, including vehicles,apparatus,computers,fire equipment and all other assets that exceed$1,000 in cost and have a useful life of more than one year.To reduce costs over the last few years,capital purchases have been limited to ONLY items essential to the operation of the District. While this did reduce costs,replacement of old equipment has only been deferred. The 2019-2020 capital budget reflects a decrease of 52.59%as compared to the prior year. This is due to the recording of the purchase through a lease of a replacement fire engine in the 2018-2019 year. Debt service expenses represent the District's principal and interest costs. The 2019-2020 budget provides for the lease payment on vehicles leased and maintained through Enterprise,and a lease to purchase fire engine. The 2019-2020 budget reflects an increase of 190.10%due to the addition of the engine lease. Total General Fund 2019-2020 Budgeted Expenses reflect a decrease of 2.27%as compared to the prior year. However,this decrease is largely due to the one time inclusion of the total expense for a new fire engine purchased through a lease in the 2018-2019 budget,which artificially increased the 2018-2019 expenses. Proposed 19/20 Amended 18/19 Budget Personnel $ 3,777,075 $ 3,595,059 Operting $ 608,309 $ 597,131 Capital $ 375,000 $ 786,074 Debt Service $ 159 824 $ 55,092 Total Expenses $ 4,920,208 $ 5,033,356 Variance 2019/2020 vs. 2018/2019 -2.25% The chart below illustrates the breakdown of expenses: Expense Breakdown 8", 3 12 { •Personnel •Operating • Capital •Debt Service i7 Expense Detail • Personnel Expenses The District has 36 employees,of which 26(or 72%)are bargaining unit employees. Bargaining unit employees'wages and benefits are dictated by a Collective Bargaining Agreement between the District and Local 2297. The wages and benefits provided for in the 2019-2020 budget are in accordance with the Collective Bargaining Agreement and District Policy,which governs pay and benefits for non-bargaining unit employees. Total Personnel Expenses $ 3,777,075 2019-2020 Budgete' -• $ 3,595,059 2018-2019 Budgeted Increase Decrease 19/20 vs. 8/19 5.06% For detail, see Appendix A Operating Expenses rartriMIT .11; $ 597,131 2018-2019 Budgeted Increase Decrease 19/20 8/ • The following detail is provided for those budget lines comprised of sub-components tracked for budgetary and other compliance and is not all inclusive of budget expense lines. Professional Fees -Legal Legal-Legislative $ 10,000.00 Legal-Labor $ 5,000.00 Legal-General $ 10,000.00 $ 25,000.00 Professional Fees - Legal $ 25,000 2019-2020 Budgeted • $ 20,000 2018-2019 Budgeted Increase Decrease) 19/20 vs. 18/19 25.00% Professional Fees -Other Background Checks $ 500 GASB OPEB Actuarial $ 2,500 IT/Software $ 2,000 Eng/Arch $ 2,000 Other Professional $ 3.000 $ 10,000 Professional Fees-Other $ 10,000 2019-2020 Budgeted • $ 31,000 2018-2019 Budgeted • Increase Decrease) 19/20 vs. 18/19 -67.74% Note: Variance due to reclassification of computer software maintenance and upgrades Property Appraiser Fees The Collier County Property Appraiser assess the District fees for the appraisal of the taxable property fed within the District's Boundaries. • • '■ 1' 1 1 1 1 ' 1 1 $ 25,000 2018.2019 Budgeted Increase (Decrease) 19/20 vs. 18/19 4.00% Tax Collector Fees The Collier County Tax Collector receives a fee for collecting and distributing property taxes to the District. The calculation of the fee is identified in Section 192.091, Florida Statutes and is as follows: First$50,000 of property tax First$50,000 of budgeted ad revenue-3% $1,500 $50,000 valorem Balance-2% $83,379.32 $4,168,966 Balance of budgeted ad valorem $84,879 $4,218,966 Total Fees on Ad Valorem Total Collection Fees $84,879 2019-2020 Budgeted Ad Valorem $78,486 2018-2019 Budgeted Increase Decrease)19/20 vs. 18/19 8.15% Utilities-Electric Station 30 $ 10,000 Station 31 $ 2,530 Station 32 $ 1,600 $ 14,130 Utilities- Electric $ 14,130 2019-2020 Budgeted $ 16,500 2018-2019 Budgeted Increase Decrease) 19/20 vs. 18/19 -1.. ,•0 Utilities -Water/Sewer Station 30 $ 2,750 Station 31 $ 875 Station 32 $ 375 $ 4,000 Utilities -Water/Sewer $ 4,000 2019-2020 Budgeted • 4,200 2018-2019 Budgeted Increase (Decrease) 19/20 vs. 18/19 -4.76% Utilities-Garbage Station 30 $ 1,000 Station 31 $ 250 Station 32 $ 250 • • S 1,500 0 Utilities-Garbage $ -._ 1,500 2019-2020 Budgeted • $ 2,140 2018-2019 Budgeted Increase 'Decrease) 19/20 vs. 18/19 -29.91% Repair&Maintenance-Vehicles ILA NCFR Fleet $ 50,000 Apparatus Parts&Other Maintenance $ 18,800 Pump/Ladder Testing and Misc. $ 1,200 $ 70,000 R & M - Vehicles $ 70,000 2019-2020 Budgeted S 70,000 2018-2019 Budgeted Increase Decrease 19/20 vs. 18/19:: 0.00% Repair&Maintenance -Fire&Rescue Equipment Extrication Tools $ 3,900 Ladder Testing $ 850 Hose Testing $ 3,500 Cascade Air System $ 1,125 SCBA Flow Testing $ 2,000 Air Bag Testing $ 1,000 Misc. Maintenance& Repairs $ 625 $ 13,000 R & M - Fire/Resc. Equip $ 13,000 2019-2020 Budgeted $ 13,000 2018-2019 Budgeted Increase Decrease 19/20 vs. 18/19 0.00%' Repair&Maintenance -Building Station 30 $ 28,000 Station 31 $ 1,000 Station 32 $ 5,000 Lawn Maintenance $ 2,000 Pest Control $ 1,500 Misc.BId.. Rea=irs $ 300 R & M -Building 4 019-2020 Budgeted $ 44,950 2018-2019 Budgeted Increase Decrease 19/20 vs. 18/19 Repair& Maintenance - Bunker Gear Annual Inspection/Cleaning $ 3,500 • Miscellaneous Re•:irs $ 1 000 • Minor Equipment(Non-C) $ 4,500 2019-2020 Budgeted $ 1,000 2018-2019 Budgeted Increase Decrease) 19/20 vs. 18/19 350.00% Minor Equipment(Non Capital) Replacement Minor Equip $ 10,000 Minor Equipment (Non-C) $ 10,000 2019-2020 Budgeted $ 4,500 2018-2019 Budgeted Increase Decrease 19/20 vs. 18/19 122.22% Bunker Gear(Non-Capital) Boots $ 2,000 Helmets $ 1,000 Hoods $ 1,000 Extrication Gear $ 2,000 Wildland Gear $ 2,000 Other Protective Gear $ 2,000 Bunker Gear(Non-Capital) S 10,000 2019-2020 Budgeted $ 10,000 2018-2019 Budgeted Increase Decrease) 19/20 vs. 18/19 - 0.00% Firefighting Supplies Misc. Firefighting Supplies $ 8,000 Firefighting Supplies $ 8,000 2019-2020 Budyeted $ 10,500 2018-2019 Budgeted Increase (Decrease) 19/20 vs 18/19 -23.81% EMS Supplies EMS Supplies $ 8,000 EMS Supplies $ 8,000 2019-2020 Budgeted $ 10,000 2018-2019 Budgeted Increase Decrease) 19/20 vs 18/19 -20.00% Station Supplies Station 30 Janitorial $ 2,500 Station 30 Non-Janitorial $ 2,500 Station 31/32 Janitorial $ 1,000 Station 31/31 Non-Janitorial $ 1,000 •t • • 1 1 1 1 I 1 $ 9,000 2018-2019 Budgeted Increase Decrease) 19/20 vs. 18/19 -22.22% Computer Equipment(Non-Capital) Misc. Hardware $ 1,000 Misc Non-Cap Equip $ 1,000 Computer Equipment (Non- Capital) $ 2,000 2019-2020 Budgeted $ 1,575 2018-2019 Budgeted Increase Decrease 19/20 vs. 18/19 26.98% Computer Maintenance and Software AppSmart $ 6,000 FireWorks $ 14,000 QuickBooks $ 2,000 Sage(Fixed Assets) $ 1,000 ArchiveSocial $ 2,640 Misc.Software&Maint $ 4,360 C• puter Maintenance and Software $ 30,000 2019-2020 Budgeted $ 12,000 2018-2019 Budgeted Increase(Decrease) 19/20 vs. 18/19 150.00% Note: Items reclassified from professional fees resulting In Increase In 19/20 vs. 18/19 Capital Ex. =uses Total Capital Expenses $ 37 t 0 0... 0 • 020 Budgeted $ 786,074 2018-2019 Budgeted ncrease Decrease 19/20 vs. 18/19 -51.59% Capital -Fire/Rescue Equipment Hydraulic Equipment(Used) $ 20,000 Replacement Equipment $ 5,000 $ 10,000 2018-2019 Budgeted Increase Decrease 19/20 vs. 18/19 150.00% Capital -Bunker Gear 5 Replacement Sets $ 11,500 *Or Participation in Bunker Gear Leas Program Capital-Bunker Gear $ 11,500 2019-2020 Budgeted S 5,000 2018-2019 Budgeted Increase iDecrease, 19/20 vs. 18/19 130.00% Capital-Buildings/CIP Station 30 CDBG $ 312,000 Capital-Buildings/CIP $ 312,000 2019-2020 Budgeted $ - 2018-2019 Budgeted Increase Decrease) 19/20 vs. 18/19 100.00% Capital-Communications Equipment Down Payment-Radio Re• acement Lease $ 26,000 Capital -Communications Equipment $ 26,000 2019-2020 Budgeted • $ - 2018-2019 Budgeted Increase Decrease 9 vs.18/19 100.00% Capital-Computer Equipment 4 Replacement Computer Workstations $ 6,000 Capital - Computer Eq $ 6,000 2019-2020 Budgeted • $ 2,000 2018-2019 Budgeted Increase Decrease 19/20 vs. 18/19 200.00% Debt Service Total Debt Service $ 159,824 2019-2020 Budgeted • $ 55,092 2018-2019 Budgeted Increase Decrease) 19/20 vs. 18/19 85.04% DebtService Principal-Enterprise Lease $ 55,092 Principal-Engine Lease $ 72,700 Interest-En.ine Lease $ 32,032 DebtService $ 159,824 2019-2020 Budgeted $ 55.092 2018-2019 Budgeted Increase Decrease) 19/20 vs. 18/19 - 5.04% • Cash Reserves (Fund Balance Cash reserves are comprised of the District's cummulative surplus of unspent funds. Cash reserves are REQUIRED to maintain fiscal compliance and provide for the operation of the District. Specifically,the District does not receive property tax revenue until well into the first quarter of the fiscal year. Basic expenses to operate the District during that period of time when no revenue is received are approximately $1,200,000. That amount MUST be in reserves to ensure the District will be able to fund operations prior to receipt of property tax revenue. Cash reserves must also provide for funding of any budgetary deficit. For the last several years,the District has had to utilize reserves to fund operations because of past declining property values. Without these reserves,the District would not have been able to continue to operate. In addition to the first quarter of general fund costs,cash reserves must also provide for emergencies such as hurricanes and wildfires. Costs associated with such incidents can exceed several hundred thousand dollars. The District must be financially solvent enough to provide for such emergencies. The other function of cash reserves are to make provision for the replacement or addition of major capital items,such as vehicles,fire apparatus,significant building repairs,and protectice gear. The 2019-2020 General Fund Budget reflects use of reserves in the amount of$347,466. However, because the District has worked diligently to reduce and control costs,the use of reserves is limited to capital expenses. All reserves are Assigned as follows: First Quarter of Operations $ 1,050,000 2019-2020 Deficit(Capital Expenses) $ 347,466 Emergency $ 22,998 Total Cash Reserves at 9-30-20 $ 1,420,464 Cash Reserves at 9-30-19 $ 1,767,930 Use of Reserves 19-20 $ 347,466 I . 4 F E Immokalee Fire Control District ' ' 502 New Market Road East, Immokalee, FL. 34142 E E Ave MariaMichael J. Choate, Fire Chief IMPACT FEE FUND BUDGET 0 a 2019-2020 IMPACT FEE FUND FINAL BUDGET Original Adopted Estimated Amended Budget Final Budget '3',Variance Budget 2018 2019 9/30/19 2018-2019 2019-2020 8/19 vs 19/20 Balance Forward- Deferred Revenue(Cash Resery 4,451,806 4,993,602 $ 4,993,602 $ 5,825,102 001 Impact Fee Revenue $ 787,359 $ 900,000 $ 900,000 $ 900,000 0.00% 002 Interest Income 21,000 95,000 95,000 95,000 0.00% Total Revenue 808,359 995,000 995,000 995,000 0.00% Expenses 030 Tax Collector Fees S 12,000 5 13,500 S 13,500 S 13,500 100.00% 031 Professional Fees-Impact Fee Study 50,000 - • 032 Arch/Eng/Construction -Station 32 4,000,000 150,000 150,000 5,000,000 3333.33% Total Expenses 4,062,000 163,500 163,500 5,013,500 3066 36% DEFERRED REVENUE 10-01-18 4,451,806 4,993,602 4 993.602 5,825,102 TOTAL REVENUE 808,359 995,000 995,000 995,000 TOTAL EXPENSES (4,062,000) (163,500) (163,500) (5,013,500) Ending Deferred Revenue(Cash Reserves)9-30-1' 1,198,165 5,825,102 5,825,102 1,806,602 - IMMOKALEE FIRE CONTROL DISTRICT BOARD OF FIRE COMMISSIONERS 2020 REGULAR MEETING SCHEDULE The Board of Fire Commissioners of the Immokalee Fire Control District Will hold Regular Meetings at 6:00pm on the following dates: October 17, 2019 November 21, 2019 December 19, 2019 January 16, 2020 February 20, 2020 March 19, 2020 April 16, 2020 May 14, 2020 June 18, 2020 July 16, 2020 August 20, 2020 September 17, 2020 Regular Meeting Location: IFCD Headquarters(Fire Station 30) 502 New Market Road East Immokalee, FL 34142 January,April and July Meeting Location: Ave Maria Master Association Office 5076 Annunciation Circle,Suite 103 Ave Maria,FL 34142 IRTKRAD 1. ,^,M1. P .i. rxriment,i.s.,,,.,, q. ., .,,N.`'''-‘, I . 4./. ff. , mmm....2, ... ,;;•••,:, (4,•-•,,... . ........ -rx.imu Irti,-;:r.• ei • i ,,......4 i-- -(-...- ::::. _,. •i 4., 0, ' ',F. l '-..,... I ir 1 ..„,... . . , 7A,: ,1 ..? ., _ 7i7c it me , Ii ;, ,-- oio Immokalee SRez z R r ,, Nrtip:: ;.:ami z+ ' -fes 'r' u� z A t."..ERIN 1 sr CR-848 E 1 CO 111 IL IIIIII gi�fts;. .fi 4* ce U -'-‘• 11111 4 M ar .r•t7.1'.IV sis , y/* 41. • ' x y y.. 6 lt: f ill . •,,,' \ I 1 ICR 8581 /^178i y ', Immokalee Fire District ,-.., •11111k 1' i Source: L isor i i Collier Cty Sheriffs Office • September 2017 ' J. Peabody . Ali