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Resolutions & Supporting Documents 4,00KACFF O`"- R Immokalee Fire Control District e 5368 Useppa Drive, Ave Maria, FL 34142 Ave Maria Michael J. Choate, Fire Chief September 26, 2022 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 2022-017 adopting the final millage rage for the Immokalee Fire Control District for the 2021-2022 fiscal year. 2. Copy of Resolution 2022-018 adopting the final impact fee rates for the Immokalee Fire Control District for the 2021-2022 fiscal year. 3. Copy of Resolution 2022-019 adopting the final General Fund budget for the Immokalee Fire Control District for the 2021-2022 fiscal year. 4. Copy of Resolution 2022-020 adopting the final Impact Fee Fund budget for the Immokalee Fire Control District for the 2020-2021 fiscal year. 5. General Fund and Impact Fee Fund Budgets for the Immokalee Fire Control District for the 2022-2023 fiscal year. 6. Schedule of Board Meetings for the period of October 1, 2022 through September 30, 2023. 7. District Map. 8. The Agent of Record for the Immokalee Fire Control District is Michael Choate, Fire Chief/District Manager. Very truly yours, • BECKY BRONSDON Chief Financial Officer RESOLUTION #2022-017 A RESOLUTION OF THE IMMOKALEE FIRE CONTROL DISTRICT OF COLLIER COUNTY FLORIDA, ADOPTING THE FINAL LEVY OF AD VALOREM TAXES FOR FISCAL YEAR 2022- 2023, 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 20, 2022 adopted Fiscal Year 2022-2023 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$1,674,067,128; 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 2022-2023 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 3.3892 mills per$1,000.00 by 10.65%. 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 Li Ls >< who moved its adoption. The motion was seconded by Commissioner (-�WC t-L4�,.,_ and the Vote was as follows: Commissioner Patricia Anne Goodnight Commissioner Joseph Brister 0. Commissioner Edward Olesky k.f Commissioner Bonnie Keen Commissioner Robert Halman Duly passed and adopted on this 20th day of September, 2022. Board of Commissioners of the Immokalee Fire Control District I� By: J J 4 �, , 1.. "h-v4i Patricia Anne Goodnight, Chair 2 RESOLUTION #2022-018 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 2022-2023, 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 2022-2023 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 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 2022-2023 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 20, 2022; NOW, THEREFORE, BE IT RESOLVED by the BOARD OF FIRE 1 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. The foregoing resolution was offered by Commissioner (0 '")k. J _. who moved its adoption. The motion was seconded by Commissioner -G--._. , and the Vote was as follows: Commissioner Patricia Anne Goodnight Commissioner Joseph Brister al_--4- ___ Commissioner Edward Olesky Commissioner Bonnie Keen 4-L-- Commissioner Robert Halman /jy1 a-- Duly passed and adopted on this 20th day of September, 2022. Board of Commissioners of the Immokalee Fire Control District By: i l) - , or) A,J ti v Patricia Anne Goodnight, Chair 1 RESOLUTION #2022-019 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 2022-2023; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Immokalee Fire Control District of Collier County, Florida, on September 20, 2022 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$9,224,291 and final revenue estimates in the amount of $6,200,304 for the General Fund for the Fiscal Year Fiscal Year 2022-2023; 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 2022-2023 Final Budget for the General Fund be adopted. This resolution shall take effect immediately upon its adoption. The foregoing resolution was offered by Commissioner . t who moved its adoption. The motion was seconded by Commissioner A- ►Jc _ , and the Vote was as follows: Commissioner Patricia Anne Goodnight Commissioner Joseph Brister r � Commissioner Edward Olesky -' Commissioner Bonnie Keen Commissioner Robert Halman Duly passed and adopted on this 20th day of September, 2022. 1 Board of Commissioners of the Immokalee Fire Control District By: (PcapAA.:-. 01-A...0-//2?-k Patricia Anne Goodnight, Chair RESOLUTION #2022-020 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 2022-2023; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Immokalee Fire Control District of Collier County, Florida, on September 20, 2022 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$2,158,587 and final revenue estimates in the amount of $2,003,500 for the Impact Fee Fund for the Fiscal Year Fiscal Year 2022-2023; 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 2022-2023 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 l ' 1.�k,--. . who moved its adoption. The motion was seconded by Commissioner -Et k---c-- and the Vote was as follows: Commissioner Patricia Anne Goodnight d Commissioner Joseph Brister Commissioner Edward Olesky Commissioner Bonnie Keen n-G_ Commissioner Robert Halman Duly passed and adopted on this 20th day of September, 2022. i Board of Commissioners of the Immokalee Fire Control District By. J�OfAt �„ � p" Patricia Anne Goodnight, Chair 2 IMMOKALEE FIRE CONTROL DISTRICT ]� . *Atop, F7RF L :± : : ,.. . ....oh, ... .-4 • . Ai"...'7"''..L.7.14......'—jir*. .1W"-- . ..7:4 -,;',.1.,.:----..-..1,''..... . IN ... � 1 +.+. Y� ti. . ,. iAL � K , : - 2022-2023 FINAL BUDGET ET 0MoK L4 F °I,"� Fo Immokalee Fire Control District i , ► e e 5368 Useppa Drive, Ave Maria, FL. 34142 Ave Maria Michael J. Choate, Fire Chief September 20, 2022 Board of Fire Commissioners 502 New Market Rd. East Immokalee, FL 34142 Commissioners; This past year has truly been an eventful one for our District, with the long awaited opening of our state-of-the-art public safety facility in Ave Maria. Since the establishment of Ave Maria in 2007, we have provided service to the community from a "temporary" facility, awaiting the ability to fund the construction of a new station. In the fall of 2022, that plan finally came to fruition, and we began operating out of the new Station 32. The opening of this first class, modern facility in our District is a measure of how far we have come from a fiscal perspective. In addition to the opening of Station 32, we have begun the construction of the overdue replacement facility for Station 30 in Immokalee, and have been renovating Station 31 on Carson Road to prepare for returning that Station to operational status. Each of these significant projects have a long-term effect on both the General and Impact Funds of the District, and have required the establishment of long-term debt in order to construct and equip the facilities required to serve our community. Financial provision to repay this debt is a substantial portion of the budgetary provisions for the 2022/2023 fiscal year. GENERAL FUND BUDGET 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. Unlike a County or a City government, 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. Additionally, we face a unique challenge - only 55% of the appraised property value in the District is taxable. While we have attempted to address this funding challenge and diversify the District's primary source of revenue, in August of 2019 the voters did not 1 approve the option of a non-ad valorem fire fee assessment. The Board continues to seek the assistance of State legislators and explore other funding options. The 2022-2023 General Fund Budget reflects an increase in Ad Valorem revenue of a little over 22%. This additional revenue is required to maintain operations at current level, and meet the debt service requirements. Expenses contained within the 2022-2023 General Fund Budget reflect provisions for current staffing only. Personnel costs, which constitute the greatest portion of General Fund expenses, reflect an increase of just under 6%. Included within that increase are negotiated increases in pay, and externally controlled increases in retirement and health insurance. We continue to attempt to increase pay to competitive levels in an effort to adequately compensate and retain our most valuable resource — our personnel. Our limited financial resources continue to create challenges in that regard. We have continued to diligently monitor and control operating costs, but increases faced nationwide in the cost of utilities, fuel and supplies have resulted in increases to most of our operating expenses. Capital purchases reflect construction costs for Station 30, as well as minimal capital equipment purchases essential to maintain operations. Debt service reflects the most significant increase as compared to the 2021/2022 budget, having more than doubled to accommodate repayment of the Station 30 construction loan and the addition of the lease to purchase payment on a replacement fire engine. 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 2022/2023 General Fund Budget utilizes $23,987 of reserves to fund capital purchases and maintain operations, leaving a balance of reserves at the end of the fiscal year of $2,530,498; however $1,000,000 of those reserves are designated to fund the completion of the construction of Station 30. The inability to replace used reserves continues to be a major challenge for the District. However, it should be noted that 4 years ago it was anticipated that District reserves would be well under $1,000,000 by 2023. Because the Board and staff have continued to diligently and innovatively control expenditures and have utilized all resources to maintain fiscal solvency, the reserve balance reflected in the 2022/2023 General Fund Budget is significantly higher than anticipated. 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, such as personnel costs and increases in operating expenses. The 2021/2022 fiscal year saw rapid growth in Ave Maria resulting in a significant increase in impact fees received. It is anticipated that the growth in that area will continue, and impact fee revenue will again be significantly more than in past years. The 2022/2023 Impact Fee Fund Budget provides for some funding of the construction of Station 30 (the amount allowable due to the increase in size of the facility), and the debt service payment for the construction loan for Station 32 and a ladder truck through a lease to own program. In summary, we remain committed to the goals of the Board of Fire Commissioners — 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 2022-2023 FINAL GENERAL FUND BUDGET Estimated Amended Budget Final %Variance 09/30/22 2021-2022 2022-2023 21/22 vs 22/2 Balance Forward-Cash Reserves(Assigned) $ 2,993,433 $ 2,993,433 5,554,485 Revenue 001 Collier County Ad Valorem-3.75 Millage Rate $ 4,880,486 $ 4,880,486 $ 5,963,864 22.20% 002 Public Safety Grants-County CDBG 1,000,000 1,000,000 -100.00% 003 Public Safety Grants-FF Supplement 1,650 1,650 840 -49.09% 004 Public Safety Grants-CDBG COVID 225,000 225,000 -100.00% 005 State Grant-Station 30 Construction 900,000 900,000 -100.00% 006 Other Grants 6,228 6,228 -100.00% 007 Interest Income 2,656 10,000 2,500 -75.00% 008 Rents and Royalties 5,000 5,000 15,000 200.00% 009 Sale of Surplus Materials and Equipment - 01.0 Disposition of Fixed Assets 1,873 25,000 100.00% 011 Donations 330 100 100 0.00% 012 Donations-Station 32 Bricks 12,540 12,540 -100.00% 013 Special Event Fees 877 5,000 1,000 -80.00% 015 Other Miscellaneous Revenue 6,000 6,000 6,000 0.00% 016 Proceeds from Debt-Station 30 3,000,000 017 Ave Maria Stewardship 70,537 70,357 80,000 13.71% 018 Payment in Lieu of Taxes-Seminole 100,000 100.00% 019 Payment In Lieu of Taxes-Farm Worker's Village 6,000 6,000 6,000 0.00% otal Revenue 10,119,177 7,128,361 6,200,304 -13.02% Personnel Expenses 030 Salaries $ 2,102,707 $ 2,102,707 $ 2,245,724 7.50% 031 Overtime 160,104 165,000 175,000 6.06% 032 FLSA Overtime 130,455 130,455 141,542 8.50% 033 Holiday Pay 62,807 62,807 67,518 7.50% 034 Vacation Time Sell Back 26,031 27,000 20,000 -25.93% 035 Sick Time Sell Back 30,206 31,000 15,000 -51.61% 036 Social Security 192,909 197,893 203,856 3.01% 037 Retirement. 620,494 650,100 696,991 7.21% 038 Group Insurance(Health/Dental/Life,Medical Clinic) 700,000 700,000 735,000 5.00% ' 039 Health Insurance-Commissioners 7,060 040 Worker's Compensation Insurance 125,051 126,483 135,883 7.43% 041 Unemployment Insurance Total Personnel Expenses 4,157,824 4,193,445 4,436,514 5.80% Operating Expenses 045 Employee Physicals 5,000 5,000 5,000 0.00% 046 Professional Fees-Legal 25,000 30,000 40,000 33.33% 047 Property Appraiser Fees 27,500 27,500 30,000 9.09% 048 Tax Collector Fees 98,110 98,110 119,777 22.08% 049 Professional Fees-Other 10,000 10,000 10,000 0,00% 050 Professional Fees-Lexipol 8,000 8,000 8,000 0.00% 051. Contracted Services-Audit 30,500 30,500 30,500 0.00% 152 Travel&Per Diem 30,000 30,000 12,500 -58.33% J53 Communications(Telephone/Internet/Direct TV) 36,000 50,000 40,000 -20.00% 054 Postage&Shipping 1,000 1,000 1,000 0.00% 055 Utilities 79,939 82,000 127,000 54.88% 056 Bldg./Auto/Liability Insurance 1 95,000 130,000 135,000 3.85% Estimated Amended Budget Final %Variance 09/30/22 2021-2022 2022-2023 21/22 vs 22/2 057 Repair&Maintenance-Vehicles 55,418 70,000 70,000 0.00% 058 Repair&Maintenance-Fire&Rescue Equipment 17,000 17,000 15,000 -11.76% 059 Repair&Maintenance-Building 90,013 90,000 75,000 -16.67% 060 Repair&Maintenance-Bunker Gear 4,500 4,500 4,500 0.00% 061 Legal Advertising 4,000 4,000 4,000 0.00% 062 Printing 063 Fire Equipment(Non-Capital) 15,000 15,000 30,000 100.00% 064 Lease&Rental 25,000 25,000 10,000 -60.00% 065 Office Supplies 3,500 2,500 3,500 40.00% 066 PPE-COVID Grant 75,000 75,000 •100.00% 067 PPE FORESTRY GRANT 12,435 12,435 -100.00% 068 Firefighting Supplies 10,000 10,000 7,500 -25.00% 069 EMS Supplies 8,000 10,000 10,000 0.00% 070 CDBG COVID Supplies 70,000 70,000 -100.00% 071. Station Supplies 45,849 40,000 45,000 12.50% 072 Training Supplies 5,000 5,000 5,000 0.00% 073 Fuel&Oil 70,000 70,000 85,000 21.43% 074 Uniforms 20,000 20,000 20,000 0.00% 075 Computer Equipment(Non-Capital) 3,000 3,000 17,500 483.33% 076 Computer Maintenance and Training 65,000 65,000 65,000 0.00% 077 Miscellaneous Expense 10,000 5,000 5,000 0.00% 078 Communication(Radio)(Non-Capital) 1,500 1,500 5,000 233.33% 079 Public Education 500 -100.00% 080 Furniture(Non-Capital) 5,500 500 -100.00% 081. Education and Training 20,000 20,000 20,000 0.00% 082 Books&Dues 6,000 6,000 6,000 0.00% Total Operating Expenses 1,087,764 1,144,045 1,061,777 -7.19% Capital Expenses 90 LAND 91 FIRE EQUIPMENT-GRANT MATCHING FUNDS 5,000 15,000 5,000 -66.67% 92 TRAINING EQUIPMENT 93 FF RESCUE EQUIPMENT 30,000 30,000 15,000 -50.00% 94 BUNKER GEAR 32,000 32,000 100.00% 95 BUILDINGS/CIP(STATION 30) 1,920,000 1,920,000 3,000,000 56.25% 96 CDBG GRANT-Vehicle 64,185 80,000 97 COMMUNICATIONS EQUIPMENT 36,352 36,352 98 FURNITURE/OFFICE - 99 STATION EQUIPMENT 100 COMPUTER EQUIPMENT 10,000 25,000 150.00% Total Capital Expenses 2,087,537 2,091,352 3,077,000 47.13% Debt Service Principal 175,000 180,000 Interest 50,000 47,000 Total Debt Service 225,000 227,000 649,000 185.90% TOTAL EXPENSES 7,558,125 7,655,842 9,224,291 20.49% BEGINNING CASH RESERVES 2,993,433 2,993,433 5,554,485 TOTAL REVENUE 10,119,177 7,128,361 6,200,304 TOTAL EXPENSES (7,558,125) (7,655,842) (9,224,291) Ending Cash Reserves 5,554,485 2,465,952 2,530,498 2 Estimated Amended Budget Final %Variance 09/30/22 2021-2022 2022-2023 21/22 vs 22/2 Assignment of Reserves Unassigned Assigned-First Quarter of Operations 1,200,000 1,200,000 1,200,000 Assigned-Projected Deficit 438,948 527,481 23,9$7 Assigned-Station 30 Construction 915,537 738,471 1,000,000 Assigned Emergency 306,511 Assigned•Capital Purchases Assigned 0 TOTAL RESERVES 2,554,485 2,465,952 2,530,498 Excess of Revenue Over(Under)Expenses-Use of Reserves $ 2,561,052 $ (527,481) $ (3,023,987) 3 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 previous Safer Grant utilized to fund firefighter positions that have had to be absorbed by the Districts property tax revenue. Historic Taxable Property Value $1,800,000,000 $1,600,000,000 $1,400,000,000 $1,200,000,00o $1,000,000,000 $800,0 00,000 $600,000,000 k ;; • $400,000,000 $200,000,000 $- 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 The challenge the District faces is two-fold: First, the annual increase in taxable property value is not sufficient to fund the increases in the cost to provide fire and rescue service, and to increase the level of staffing to meet national standards. Unlike 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 Second, only 55% of the District's property is taxable. Assessed Value vs. Taxable Value $3,500,000,000 $3,000,000,000 $2,500,000,000 $2.000,000,000 $1,500,000,000 C. 1?R $1,000,000,000 $500,000,000 S. Total Property Value In TAXABLE Property Value District in District The taxable property value for the fiscal year 2022-2023 represents an increase of 22% as compared to the 2021-2022 fiscal year. AD Valorem Calculation: Preliminary Property Value Per Form DR-420 $ 1,674,067,128 Millage Rate 3.75 Ad Valorem 100% $ 6,277,752 Statutory 95% $ 5,963,864 '2 )23 Ad Valorem 4,880,486 2021-2022 Ad Valorem Increase Decrease 22/23 vs.21/22 Other Revenue: PILT-Farmworker's Village $ 6,000 PILT-Collier County Seminole Casino $ 100,000 Special Event and other Service Fees $ 5,000 Interest $ 2,500 Ave Maria Stewardship $ 85,000 Other Misc. Revenue $ 37,940 Total Other Revenue $ 236,440 2022-2023 Budgeted $ 2,247,875 2021-022 Budgeted /.cr•• - #•c vs.21/22 -� -89.00 TOTAL REVENUE $ 6,200,304 2022-2023 Budgeted $ 7,128,361 2020-2021 Budgeted Increase Decrease 22/23 vs.21/22 -13.02% Decrease in Total Revenue due to Gant Funds received in 2021/2022 As identified below, the majority of the District's revenue is comprised of property taxes. 22/23 Revenue Ad Valorem Phi Other Expenses Overview The District's General Fund expenses are divided into four categories: Personnel, Operating, Capital and Debt Service. Personnel expenses constitute more than 70% of total General Fund TRUE 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. Because total expenses of the General Fund include $3,000,000 in one time construction costs, it is important to determine the percentage of personnel costs based on actual costs to operate. The 2022-2023 budgeted personnel expenses include estimated increases in state retirement rates, health insurance and other related costs. No new positions are provided for in the 2022-2023 budget. Budgeted personnel expenses represent a 5.8% increase as compared to the 2021-2022 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 2022-2023 budget reflect a decrease of 7.19% as compared to the prior year due to the elimination of grant funded expenses. Capital expenses provide for the purchase of capital assets, including vehicles, apparatus, computers, fire equipment and all other assets that exceed $2,000 in cost and have a useful life of more than one year. Budgeted 2022-2023 expenses reflect a 47% increase due to the construction costs for Station 30, which are funded by loan proceeds received in the 2021-2022 fiscal year. Debt service expenses represent the District's principal and interest costs for vehicle, appararatus , radio and construction costs. The 2021-2023 budget reflects an increase of 186% due to the addition of the construction loan for Station 30 and a new fire apparatus. Total General Fund Budgeted expenses are $9,224,291 reflecting an increase of 20%. This increase is largely attributed to the expenses associated with the replacement of Station 30. 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 items, such as vehicles,fire apparatus, significant building repairs, and protectice gear. The 2022-2023 General Fund Budget reflects ACTUAL use of reserves in the amount of$23,987. Total reserves used reflect the use of the $3,000,000 received in loan proceeds in August of 2022. All reserves are Assigned as follows: First Quarter of Operations $ 1,200,000 2022-2023 Deficit(Capital Expenses) $ 23,987 Station 30 Construction $ 1,000,000 Emergency $ 306,511 Total Cash Reserves at 9-30-23 $ 2,530,498 Cash Reserves at 9-30-22 $ 5,554,485 Includes $3,000,000 Loan Use of Loan Proceeds $ (3,000,000) Proceeds Actual Use of Reserves 22-23 $ (23,987) Reserves 9-30-23 $ 2,530,498 ottOKAZ4 F �". R Immokalee Fire Control District R i1 / u e e 5368 Useppa Drive, Ave Maria, FL. 34142 Ave Maria Michael J. Choate, Fire Chief IMPACT FEE FUND Chapter 2000-393, Florida Statutes, the District's enabling legislation, establishes the Board of Fire Commissioners' authority to assess impact fees. Pursuant to Florida law, an impact fee must comply with the "dual rational nexus" test which requires "a reasonable connection, or rational nexus, between the need for additional capital facilities and the growth in population generated by the subdivision." Additionally, there must be a reasonable connection between the expenditure of the funds and the benefit to those paying the fee. Impact fees must be designated and segregated for the purchase or construction of capital assets required due to the growth of the District. Costs to maintain, staff or replace a facility or piece of equipment may not be funded by impact fees. The Board of Fire Commissioners establishes the impact fee rate schedule each year by resolution when adopting the annual budget for the fund. Those rates must be based upon the most recent impact fee study conducted on behalf of the District. The last time the study was updated was 2006. There is provision in the 2022/2023 Budget to update the impact fee study. The 2022-2023 fiscal year saw rapid growth in the District which resulted in a significant increase in impact fees received. It is anticipated that this growth occurring in Ave Maria will continue and fees received will be comparable to those received in the 2021- 2022 year. Expenses provided for in the 2022-2023 Impact Fee fund budget constitute those costs associated with debt service for the funds obtained through for Station 32 construction loan and for a ladder truck for Station 32, as well as a portion of the expense for Station 30 construction (that portion attributable to the increased size of the replacement facility). There is also provision for the fees for the County to collect the impact fees. Estimated 2021-2022 2022-2023 Percentag: 9/30/2022 Amened Budget Final Budget of Budget Balance Forward- Deferred Revenue(Cash Reserves) $ 1,122,777 $ 1,122,777 2,395,927 Revenue 001 Impact Fee Revenue $ 2,400,000 $ 2,400,000 $ 2,000,000 100.00% 002 Interest Income 3,500 3,500 3,500 100.00% 003 Proceeds from Construction Loan 2,301,929 2,301,929 - Total Revenue 4,705,429 4,705,429 2,003,500 100.00% Expenses 030 Tax Collector Fees $ 36,000 $ 36,000 $ 30,000 100.00% 031 Professional Fees-Impact Fee Study - 40,000 Legal Fees 5,000 5,000 5,000 Vehicles 897,152 897,152 190,000 032 Station and Fire Equipment 600,000 600,000 100.00% 033 Construction-Station 32/Station 30 1250 000 1,250,000 935,000 100.00% Expenses 2,788,152 2,788,152 1,200,000 100.00% Debt Service 035 Principal-Engine Lease&Construction Loan 445,671 445,671 760,131 100.00% 036 Interest-Engine Lease&Construction Loan 198,456 198,456 198,456 100.00% Total Debt Service 644,127 $ 644,127 958,587 Total Expenses 3,432,279 3,432,279 2,158,587 DEFERRED REVENUE 10-01-22 1,122,777 1,122,777 2,395,927 TOTAL REVENUE 4,705,429 4,705,429 2,003,500 TOTAL EXPENSES (3,432,279) (3,432,279) (2,158,587) Ending Deferred Revenue(Cash Reserves)9-30.23 2,395,927 2,395,927 2,240,840 IMMOKALEE FIRE CONTROL DISTRICT BOARD OF FIRE COMMISSIONERS 2022/2023 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 20, 2022 November 17, 2022 December 15, 2022 January 19, 2023 February 16, 2023 March 16, 2023 April 20, 2023 May 18, 2023 June 15, 2023 July 20, 2023 August 17, 2023 September 21, 2023 Regular Meeting Location: IFCD Headquarters (Fire Station 32) 5368 Useppa Drive Ave Maria, FL 34142 ,. 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