Board Organization Board Organization & Board Dynamics& Board Dynamics

Presented by FDACPresented by FDAC

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Class ObjectivesClass Objectives

Participants will:Participants will:

Understand what a board isUnderstand what a board is Understand Board RolesUnderstand Board Roles Understand perceptions & problems of organizational Understand perceptions & problems of organizational

successsuccess Knowledge of effective Board/Fire Chief relationshipsKnowledge of effective Board/Fire Chief relationships Understand Board Meeting DynamicsUnderstand Board Meeting Dynamics Gain some tools in how to work together as a boardGain some tools in how to work together as a board Gain insight in how a board should handle a crisisGain insight in how a board should handle a crisis Understand the Brown Act and it’s Benefits to the PublicUnderstand the Brown Act and it’s Benefits to the Public Gain knowledge of Financial and Budgeting issuesGain knowledge of Financial and Budgeting issues Understand the Boards role in District FinanceUnderstand the Boards role in District Finance

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Board Roles Board Roles and and

ResponsibilitiResponsibilitieses

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Governing BodyGoverning Body

Boards exist on behalf of a larger Boards exist on behalf of a larger group of people who give the board group of people who give the board the authority to govern by:the authority to govern by:

– Voting to form the districtVoting to form the district– Electing the boardElecting the board– Providing fundingProviding funding

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Board as a Legal BodyBoard as a Legal Body

Has Legal AccountabilityHas Legal Accountability Can Adopt OrdinancesCan Adopt Ordinances Can Initiate Legal ActionCan Initiate Legal Action Can Be SuedCan Be Sued

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A Board is a A Board is a Functional BodyFunctional Body

Determines Service LevelDetermines Service Level Responsible for safety of Responsible for safety of

community and community and employeesemployees

Influences District’s Influences District’s CultureCulture

Part of the Fire Service Part of the Fire Service Delivery SystemDelivery System

Stewards of the Districts Stewards of the Districts Finances & AssetsFinances & Assets

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Who are Board Who are Board Members?Members?Citizens who:Citizens who: Want to do something Want to do something

for their communityfor their community Have an interest in Have an interest in

the Fire Servicethe Fire Service Have an interest in Have an interest in

taxation issuestaxation issues Have an interest in a Have an interest in a

specific issuespecific issue ““Entry Level” Entry Level”

politicianpolitician

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Who are Board Who are Board Members (cont.)?Members (cont.)?

Fire Service Fire Service RetireesRetirees

Firefighters elected Firefighters elected to represent to represent interest of paid interest of paid staff (Labor Unions)staff (Labor Unions)

Older volunteers Older volunteers looking for another looking for another way to serveway to serve

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Why are you a Board Why are you a Board Member?Member?

Public Service?Public Service? Political Starting Place?Political Starting Place? Community Interest?Community Interest? Personal Agenda?Personal Agenda? Other Agenda?Other Agenda?

– Taxpayer GroupTaxpayer Group– Community GroupCommunity Group– Labor GroupLabor Group

Roles and ResponsibilitiesRoles and Responsibilities

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Board members represent Board members represent all the citizens of the district.all the citizens of the district.

Maintain perspective Maintain perspective regardless of special regardless of special interests. interests.

Follow LawsFollow Laws Supervise Fire ChiefSupervise Fire Chief Provide for Safe Provide for Safe

EnvironmentEnvironment

Board ResponsibilitiesBoard Responsibilities

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Board ResponsibilitiesBoard Responsibilities

Steward the districts finances and Steward the districts finances and preserve districts assetspreserve districts assets

Adopt an annual budgetAdopt an annual budget Define critical issuesDefine critical issues Monitor progress toward established Monitor progress toward established

goalsgoals Guide development and adoption of Guide development and adoption of

the strategic planthe strategic plan

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Board members only Board members only have authority as part have authority as part of a Board action, and of a Board action, and

not individually.not individually.

Remember !Remember !

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Ralph M. Ralph M. Brown ActBrown Act

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Intent of the Brown Intent of the Brown ActAct ““In enacting this chapter, the In enacting this chapter, the

Legislature finds and declares that Legislature finds and declares that the public commissions, the public commissions, boards and and councils and the other public councils and the other public agencies in this state exist to aid in agencies in this state exist to aid in the conduct of the people’s the conduct of the people’s business. It is the intent of the law business. It is the intent of the law that their actions be taken openly that their actions be taken openly and that their deliberations be and that their deliberations be conducted openly.”conducted openly.”

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Intent of the Brown Intent of the Brown ActAct ““The people of this state do not yield The people of this state do not yield

their sovereignty to the agencies which their sovereignty to the agencies which serve them. The people, in delegating serve them. The people, in delegating authority, authority, do not give their public do not give their public servants the right to decide what is good servants the right to decide what is good for the people to knowfor the people to know and what is not and what is not good for them to know. The people good for them to know. The people insist on remaining informed so that insist on remaining informed so that they may retain control over the they may retain control over the instruments they have created.” instruments they have created.”

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General RulesGeneral Rules

““All meetings of the legislative All meetings of the legislative body of a local agency shall be body of a local agency shall be open and public, and all persons open and public, and all persons shall be permitted to attend any shall be permitted to attend any meeting of the legislative body of meeting of the legislative body of a local agency, except as a local agency, except as otherwise provided in this otherwise provided in this chapter.”chapter.”

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General RulesGeneral Rules

““Each member of a legislative body Each member of a legislative body who attends a meeting of that who attends a meeting of that legislative body where action is taken legislative body where action is taken in violation of any provision of this in violation of any provision of this chapter and where the member intends chapter and where the member intends to deprive the public of information to to deprive the public of information to which the member knows or has which the member knows or has reason to know the public is entitled … reason to know the public is entitled … is guilty of a is guilty of a misdemeanor.”misdemeanor.”

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“ “Legislative Body”Legislative Body” Defined Defined The governing body of a county, The governing body of a county,

city, school district, municipal city, school district, municipal corporation, district, political corporation, district, political subdivision, or any other local subdivision, or any other local body created by state or federal body created by state or federal statute, or any statute, or any boardboard, , commission or agency thereof, or commission or agency thereof, or other local public agency.other local public agency.

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““Meeting Defined”Meeting Defined”

““..any congregation of a majority ..any congregation of a majority of the members of a legislative of the members of a legislative body at the same time and place body at the same time and place to hear, discuss, or deliberate to hear, discuss, or deliberate upon any item that is within the upon any item that is within the subject matter jurisdiction of the subject matter jurisdiction of the legislative body or the local legislative body or the local agency to which it pertains.”agency to which it pertains.”

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Meeting AttendanceMeeting Attendance

When attending conferences and When attending conferences and public meetings, members of the public meetings, members of the legislative body may participate legislative body may participate only as part of the scheduled only as part of the scheduled program or meeting as a member program or meeting as a member of the publicof the public

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Regular MeetingsRegular Meetings

Time and place set by ordinance, Time and place set by ordinance, resolution or bylawsresolution or bylaws

Must be held within the Must be held within the boundaries of the districtboundaries of the district

Agenda posted in a location Agenda posted in a location freely accessible to the public at freely accessible to the public at least 72 hours prior to the least 72 hours prior to the meetingmeeting

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Special MeetingsSpecial Meetings

Written notice of time, place and Written notice of time, place and business to be transacted to be business to be transacted to be delivered so as to be received by delivered so as to be received by each member of the board and each member of the board and posted in a public place as least posted in a public place as least 24 hours prior to the meeting.24 hours prior to the meeting.

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Adjourned MeetingsAdjourned Meetings

Uses same agenda as posted for Uses same agenda as posted for the Regular Meetingthe Regular Meeting

Notice of Adjourned Meeting Notice of Adjourned Meeting must be posted on or near the must be posted on or near the door of the meeting place within door of the meeting place within 24 hours of adjournment24 hours of adjournment

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Emergency MeetingsEmergency Meetings

Where prompt action is Where prompt action is necessary due to disruption of necessary due to disruption of threatened disruption of public threatened disruption of public facilitiesfacilities

Does not have to comply with Does not have to comply with mailing or posting requirementsmailing or posting requirements

No agenda needed, but minutes No agenda needed, but minutes must be posted in a public place must be posted in a public place for 10 days after the meetingfor 10 days after the meeting

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Event Attendance Event Attendance

Attendance of the board at any of the Attendance of the board at any of the following is legal as long as specific following is legal as long as specific business of the district is not discussed:business of the district is not discussed:– Conferences open to the public on issues of Conferences open to the public on issues of

general interest to the public or agencygeneral interest to the public or agency– Town Meetings organized by an individual or Town Meetings organized by an individual or

an organization which are open and an organization which are open and publicizedpublicized

– Purely ceremonial or social occasionsPurely ceremonial or social occasions

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These are Considered These are Considered Meetings by the Brown Meetings by the Brown Act:Act: Serial MeetingsSerial Meetings Hub & SpokesHub & Spokes E-mailE-mail Breakfast MeetingsBreakfast Meetings Exception: audio and/or video Exception: audio and/or video

teleconferencing which complies teleconferencing which complies with statutory requirements.with statutory requirements.

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AgendasAgendas

Must give a brief general description of Must give a brief general description of every item of business to be every item of business to be transacted or discussed, including transacted or discussed, including items to be discussed in closed sessionitems to be discussed in closed session

Must indicate those items that action Must indicate those items that action may be taken on vs. discussion only may be taken on vs. discussion only itemsitems

No discussion or action may be taken No discussion or action may be taken on any item not appearing on the on any item not appearing on the agenda (subject to exceptions)agenda (subject to exceptions)

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Rights of the PublicRights of the Public

No conditions on attendance at public No conditions on attendance at public meetingmeeting

May audio or video tape meetingMay audio or video tape meeting Right to receive notice, agenda and Right to receive notice, agenda and

materialsmaterials Right to address the boardRight to address the board

– Public Comment Period for Items not on Public Comment Period for Items not on the Agendathe Agenda

– Right to comment during each item on Right to comment during each item on agendaagenda

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Closed SessionsClosed Sessions

Real property negotiationsReal property negotiations LitigationLitigation JPA insurance authority discussion of JPA insurance authority discussion of

claimsclaims Questioning of witnesses in an Questioning of witnesses in an

investigationinvestigation Personnel mattersPersonnel matters Board shall publicly report any action Board shall publicly report any action

taken in a closed session and the vote taken in a closed session and the vote or abstention of each member presentor abstention of each member present

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Effective Board Effective Board MeetingsMeetings Have an understandable board packageHave an understandable board package The tone of the meeting should be The tone of the meeting should be

businesslikebusinesslike Follow the agendaFollow the agenda Get all directors involved in Get all directors involved in

deliberationsdeliberations Remember: There are no stupid Remember: There are no stupid

questionsquestions Respect the PublicRespect the Public

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Purpose of the Board Purpose of the Board PackagePackage

To Communicate!To Communicate! To concisely and To concisely and

accurately explain accurately explain staff staff recommendations, recommendations, issues and issues and information.information.

Obtain approval Obtain approval and/or direction of and/or direction of the boardthe board

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AgendasAgendas

The starting point of a successful meetingThe starting point of a successful meeting Must be posted in “a location freely accessible to Must be posted in “a location freely accessible to

members of the public”members of the public”– Regular- 72 hoursRegular- 72 hours– Special- 24 hoursSpecial- 24 hours– EmergencyEmergency

Must identify Date, Time, and LocationMust identify Date, Time, and Location Include public comment period (Regular Include public comment period (Regular

meetings)meetings) Identify Action ItemsIdentify Action Items Must be detailed enoughMust be detailed enough Reference supporting documents Reference supporting documents

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MinutesMinutes

References past meetingsReferences past meetings Varies by DistrictVaries by District Can be very detailed or Can be very detailed or

only describe actions only describe actions Should be understandableShould be understandable Are Public when ApprovedAre Public when Approved

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Conducting Board Conducting Board MeetingsMeetings A quorum consists of a majority of the A quorum consists of a majority of the

district boarddistrict board Board acts only on Ordinances, Board acts only on Ordinances,

Resolutions or MotionsResolutions or Motions Majority of total board membership is Majority of total board membership is

required on each action (2/3’s required on each action (2/3’s sometimes)sometimes)

Roberts Rules of Order- OptionalRoberts Rules of Order- Optional

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Board WorkshopsBoard Workshops

Open/Noticed MeetingsOpen/Noticed Meetings Common DirectionCommon Direction Strategic PlanningStrategic Planning OrganizationOrganization ConceptualConceptual Limited Direction to StaffLimited Direction to Staff Brown Act appliesBrown Act applies No Action taken (unless on agenda)No Action taken (unless on agenda)

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Meeting TechnologiesMeeting Technologies

TelevisedTelevised RecordedRecorded

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Board Board DynamicsDynamics

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Some Perceptions of Some Perceptions of Organizational Organizational SuccessSuccess District hasn’t gone brokeDistrict hasn’t gone broke District isn’t being investigated by District isn’t being investigated by

grand jurygrand jury District hasn’t been District hasn’t been

in the headlines latelyin the headlines lately The public doesn’t attend board The public doesn’t attend board

meetingsmeetings

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Better Perceptions or Better Perceptions or OrganizationOrganization Public Praise in local paperPublic Praise in local paper People volunteer to participatePeople volunteer to participate Public believes they Need you!Public believes they Need you! Public respect when weed Public respect when weed

abatement notices go outabatement notices go out Employees are Proud of their Employees are Proud of their

affiliation with district.affiliation with district.

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Perceptions of Perceptions of Organizational Organizational SuccessSuccess

Public image is strongly Public image is strongly linked with perceptions linked with perceptions of what is informally of what is informally heard, witnessed, and heard, witnessed, and interpreted when readinterpreted when read

Perception of quality is Perception of quality is often based on often based on something other than something other than emergency response emergency response because most citizens because most citizens never have to call the never have to call the Fire Department for Fire Department for helphelp

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Problems Occur When Problems Occur When Directors:Directors:

Work outside their rolesWork outside their roles Make decisions based on a Make decisions based on a

narrow constituencynarrow constituency MicromanageMicromanage Pursue private agendasPursue private agendas Do not stay informedDo not stay informed

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Problems Occur When Problems Occur When Directors:Directors:

Abstains from voting - won’t commitAbstains from voting - won’t commit Criticizes or humiliates staff in publicCriticizes or humiliates staff in public Play “gotcha” games with Fire Chief Play “gotcha” games with Fire Chief

at board meetingsat board meetings

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BoardsmanshipBoardsmanship

InformedInformed Does their homeworkDoes their homework Keeps mission in Keeps mission in

mindmind What’s right for the What’s right for the

communitycommunity Independent thinkingIndependent thinking Professional mannerProfessional manner Willing to change Willing to change Flexible Flexible IntegrityIntegrity

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Board Activities Board Activities Should be Focused Should be Focused On:On:

Functions and Functions and decisions are decisions are weighed against a weighed against a standard of purposestandard of purpose

The future and the The future and the long term long term “strategic” view“strategic” view

Defining and Defining and monitoring mission, monitoring mission, vision and valuesvision and values

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Problems Occur When Problems Occur When Fire Chief:Fire Chief:

Withholds information from boardWithholds information from board Does not understand political Does not understand political

influenceinfluence Does not view directors as part of Does not view directors as part of

leadership teamleadership team Wants to run district “their way”Wants to run district “their way”

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Problems Occur When Problems Occur When Fire Chief:Fire Chief: Befriends and informs certain Befriends and informs certain

specific directorsspecific directors Runs district like he owns itRuns district like he owns it Undermines board credibility to Undermines board credibility to

staff/public staff/public

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Fire Chief Roles and Fire Chief Roles and ResponsibilitiesResponsibilities

Educates, informs and communicates with Educates, informs and communicates with the boardthe board

Staff oversight - hires, disciplines and firesStaff oversight - hires, disciplines and fires Oversees management of daily activitiesOversees management of daily activities

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Fire Chief Roles and Fire Chief Roles and ResponsibilitiesResponsibilities

Analyzes needs and develops annual budgetAnalyzes needs and develops annual budget Develops and recommends policyDevelops and recommends policy Appropriately utilizes and preserves districts Appropriately utilizes and preserves districts

assetsassets Oversees implementation of strategic planOversees implementation of strategic plan

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Suddenly, a Suddenly, a heated exchange heated exchange took place took place between the King between the King and the contractor and the contractor when the moat when the moat was being installed was being installed incorrectly.incorrectly.

A Failure to COMMUNICATE!A Failure to COMMUNICATE!

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CommunicatioCommunicationn

Good decisions are not Good decisions are not possible when the possible when the

Board is provided with Board is provided with bad or no informationbad or no information

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Class ExerciseClass Exercise

For Board For Board Members: Members: Describe the Describe the Ideal Fire ChiefIdeal Fire Chief

For Chiefs/Staff: For Chiefs/Staff: Describe the Describe the Ideal Board Ideal Board MemberMember

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Avoiding/Solving Avoiding/Solving Internal ConflictsInternal Conflicts Be Honest-Be PoliteBe Honest-Be Polite Work within board Work within board

policiespolicies WorkshopsWorkshops Agree to disagreeAgree to disagree Value debateValue debate Job One= success of Job One= success of

organizationorganization Common goals/ Common goals/

directiondirection

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It’s about It’s about relationships!relationships!

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Board Relationship Board Relationship with Fire Chiefwith Fire Chief Can work in many different ways.Can work in many different ways. Separation of Roles and Separation of Roles and

ResponsibilitiesResponsibilities– Board sets policyBoard sets policy– Chief recommends and implementsChief recommends and implements

Clear CommunicationsClear Communications Usually only person who is directly Usually only person who is directly

supervised by the boardsupervised by the board EvaluationsEvaluations NegotiationsNegotiations

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External ObjectivesExternal Objectives

Openness to the publicOpenness to the public Positive political activityPositive political activity User friendlinessUser friendliness Fair electionsFair elections Represent and work for the constituency Represent and work for the constituency

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How the Board How the Board Interacts with the Interacts with the CommunityCommunity Two-Way CommunicationsTwo-Way Communications

– Gather input from and provide information to Gather input from and provide information to constituentsconstituents

Let people know you are on the BoardLet people know you are on the Board Have cards and printed infoHave cards and printed info Identify yourself at service clubs, etc.Identify yourself at service clubs, etc. Be an ambassador for the Fire DistrictBe an ambassador for the Fire District Don’t try to be the only authorityDon’t try to be the only authority Don’t make promises!Don’t make promises!

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External Impacts to External Impacts to Board MembersBoard Members Budget ImpactsBudget Impacts

– StateState– Rising costRising cost

Standards- NFPAStandards- NFPA Regulations- OSHA, Regulations- OSHA,

FSLAFSLA New accepted New accepted

practices practices

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Board Dynamics Board Dynamics SummarySummary

Districts exist for only one reason: Districts exist for only one reason: To To serve the publicserve the public

Public has entrusted its assets & Public has entrusted its assets & responsibilities to a Board of Directors responsibilities to a Board of Directors and Fire Chief and Fire Chief

Public expects efficiency - wants Public expects efficiency - wants communication & teamworkcommunication & teamwork

Board and Fire Chief must be aware of Board and Fire Chief must be aware of how they work together - and correct how they work together - and correct problems before they arise.problems before they arise.

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Boards in Boards in CrisisCrisis

DisasterDisaster Loss of Loss of

chief/leadershipchief/leadership Financial crisisFinancial crisis Death of Death of

personnelpersonnel Political crisisPolitical crisis

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6 Steps to Deal with a 6 Steps to Deal with a CrisisCrisis StabilizeStabilize the situation (Stop the the situation (Stop the

bleeding)bleeding) OrganizeOrganize and establish “Command and establish “Command

and Control” (both Board and Ops)and Control” (both Board and Ops) Determine ResourcesDetermine Resources available available PlanPlan your route back to normal your route back to normal Mobilize Mobilize (give direction)(give direction) NormalizeNormalize

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Fire District Fire District FinanceFinance

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Fire Protection Dist Fire Protection Dist Law, Chapter 7Law, Chapter 7 Inadequate Inadequate

RevenuesRevenues Posting of Posting of

Budget NoticeBudget Notice Borrowing and Borrowing and

IndebtednessIndebtedness Tax Assessment Tax Assessment

and Collectionand Collection Emergency FundEmergency Fund

Capital Outlay Capital Outlay ReservesReserves

Claims Against Claims Against DistrictDistrict

Insufficient Insufficient FundsFunds

Petty Cash FundPetty Cash Fund BorrowingBorrowing

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Fire Protection Dist Fire Protection Dist Law, Chapter 8Law, Chapter 8 Alternative RevenuesAlternative Revenues

– Special TaxesSpecial Taxes– Mello-RoosMello-Roos– Fire Suppression ServicesFire Suppression Services– Capitol ImprovementCapitol Improvement– Fees For ServiceFees For Service

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Fire Protection Dist Fire Protection Dist Law, Chapter 9Law, Chapter 9 General Obligation BondsGeneral Obligation Bonds

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Budget Basics Budget Basics

RequirementsRequirements– PreliminaryPreliminary– FinalFinal– BalancedBalanced– ModificationsModifications

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Budget Basics, contBudget Basics, cont

RevenuesRevenues– Secured TaxesSecured Taxes– Unsecured TaxesUnsecured Taxes– FeesFees– InterestInterest

ExpendituresExpenditures– Salaries and Salaries and

BenefitsBenefits– Services and Services and

SuppliesSupplies– Fixed AssetsFixed Assets– ReservesReserves– Capital OutlayCapital Outlay

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AccountingAccounting

AccountabilityAccountability Tracks $’sTracks $’s SystemsSystems

– Check BookCheck Book– Financial Information SystemFinancial Information System

Provides Checks and BalancesProvides Checks and Balances

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Fiscal ControlsFiscal Controls

AuditsAudits Inventory spot Inventory spot

inspectioninspection Report Report

reconciliation: reconciliation: District and CountyDistrict and County

Identification of Identification of vulnerable areasvulnerable areas

Open reporting of Open reporting of wrong doingwrong doing

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Fiduciary Fiduciary ResponsibilityResponsibility

Audits and GASB 34Audits and GASB 34 Requires depreciation of Requires depreciation of

assetsassets Management discussion Management discussion

in financialsin financials FormatFormat Inventory and fixed Inventory and fixed

assets accountabilityassets accountability

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Board OversightBoard Oversight

Pass a budgetPass a budget Staff spending authority Staff spending authority

based on budgetbased on budget Staff authority not to Staff authority not to

exceed $50,000 (or less exceed $50,000 (or less based on district policy)based on district policy)

Approve bills at board Approve bills at board meeting (pre and post meeting (pre and post approvals)approvals)

Routine review of bills Routine review of bills and statementsand statements

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Financial PlanningFinancial Planning

Revenue and expenditure Revenue and expenditure projectionsprojections

Estimate tax/revenue Estimate tax/revenue growth using trendsgrowth using trends

Determine acceptable Determine acceptable reserves based on budget reserves based on budget levelslevels

Ratio of revenues to Ratio of revenues to expendituresexpenditures

Salaries and benefitsSalaries and benefits Services and suppliesServices and supplies Capital expendituresCapital expenditures Debt paymentsDebt payments

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Capital Expenditure Capital Expenditure PlanningPlanning

Equipment replacement Equipment replacement scheduleschedule

Disposal of surplus Disposal of surplus assets assets

Facility Facility additions/replacements:additions/replacements:– Fire StationsFire Stations– Training FacilitiesTraining Facilities– AdministrationAdministration– MaintenanceMaintenance

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Sample Equipment Sample Equipment ReplacementReplacement

ID Kind Type

Manuf. Model Year Miles Assignment Reserve Replace

E 1 Engine 1 Pierce Saber 1996 61897 Sta. 1Type 1 Lead

2004/2005

2016/2017

E 2 Engine 1 FMC/Van Pelt Hahn 1986 82569 Sta. 1 Reserve Current 2004/2005**

E 3 Engine 2 E One Ford 1988 101583 est

Sta. 3 Type 2 Lead

  2005/2006

E 4 Engine 1 Pierce Saber 2000 40670 Sta. 2 Type 1 Lead

2009/2010

2019/2020

E 5 Engine 3 KME International

1991 31226 Sta. 3 Type 3 Lead

2006/2007

2011/2012*

WT 1 Water Tender 1 Pierce International

2002 4492 Sta. 3, Specialty NA 2017/2018

U 1 4X4 Pickup NA GMC Pickup 1995 50694 Station 2 Utility NA 2010/2011

U 2 Haz Mat 1 Paoletti GMC 1990 6357 Station 1 Specialty

NA 2010/2011*

T 1 Truck 2 Van Pelt Duplex 1980 15544 Station 1 Truck NA Not Rec.

C 1 4x4 NA Chevrolet Tahoe 1999 43415 Chief 1 NA 2009/2010

C 2 4X4 NA Ford Expedition 2000 19288 Chief 2 NA 2010/2011

C 3 4X4 NA Chevrolet Tahoe 2002 19331 Chief 3 NA 2012/2013

BC 1 4X4 NA Chevrolet Pickup 1998 63544 Battalion Chief 1 NA 2008/2009

P 1 Sedan NA Ford 'Crown Vic 1991 69000 Prevention 1 NA 2006/2007

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Proposition 13Proposition 13

Proposition 13 had been adopted by the Proposition 13 had been adopted by the voters in June of 1978. This measure voters in June of 1978. This measure substantially reduced property taxes which substantially reduced property taxes which drastically reduced revenue available to fund drastically reduced revenue available to fund schools, counties, and special districts. To schools, counties, and special districts. To replace this lost revenue, the State provided replace this lost revenue, the State provided several billions of dollars in “bailout” several billions of dollars in “bailout” assistance to local governments. One assistance to local governments. One component of this bailout was to shift component of this bailout was to shift remaining tax revenues from school to remaining tax revenues from school to counties and special districts and then the counties and special districts and then the State made up the difference by assuming a State made up the difference by assuming a greater responsibility for funding schools.greater responsibility for funding schools.

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Proposition 13Proposition 13

Prior to Prop 13 each district Prior to Prop 13 each district Board set it tax rateBoard set it tax rate

After Prop 13 district Revenues After Prop 13 district Revenues are determined by AB 8are determined by AB 8

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4. Funding and Prop 4. Funding and Prop 1313 Formulas locked Formulas locked

by lawby law Some unable to Some unable to

keep up with keep up with demanddemand

Inequities Inequities between public between public agenciesagencies

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GASB 45GASB 45

Other Post Employment Benefits Other Post Employment Benefits (OPEB)(OPEB)

Actuary every two yearsActuary every two years Based on size of budget for Based on size of budget for

implementation dateimplementation date Required to “book” liability of Required to “book” liability of

financial statementfinancial statement

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Alternative RevenuesAlternative Revenues

Benefit AssessmentsBenefit Assessments Fees Fees Special TaxSpecial Tax 2/3 voter approval2/3 voter approval GrantsGrants

– FIRE ActFIRE Act– Homeland SecurityHomeland Security– Office of Traffic SafetyOffice of Traffic Safety

No “Magic Bullet”No “Magic Bullet”

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Workers Workers Compensation CostsCompensation Costs Little legislative Little legislative

relief for public relief for public safetysafety

Impact of Impact of 9/11/20019/11/2001

Difficult to projectDifficult to project Importance of Importance of

safety and risk safety and risk managementmanagement

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Impact of Retirement Impact of Retirement CostsCosts Defined benefits vs. Defined Defined benefits vs. Defined

contributionscontributions Trends in benefit levelsTrends in benefit levels Lack of rate stability for DistrictsLack of rate stability for Districts Overall costOverall cost

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Health Benefit CostsHealth Benefit Costs

Substantial increases in recent Substantial increases in recent yearsyears

Benefit levelsBenefit levels TrendsTrends FDAC EBA health care programFDAC EBA health care program

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Other Financial Other Financial ImpactsImpacts

Prop 4Prop 4 Prop 172Prop 172 Prop 1AProp 1A State MandatesState Mandates ReservesReserves