CC 2023-02-28_12a Supplemental 2
MEMORANDUM
TO: City Council
FROM: Whitney McDonald, City Manager
SUBJECT: Supplemental Information
Agenda Item 12.a. – Receive an Update Regarding the Five Cities Fire
Authority (FCFA) Wind-Down Process and Organizational
Assessment
DATE: February 28, 2023
Attached is updated presentation slides from consultant, Baker Tilly for the above
referenced item.
cc: Assistant City Manager/Public Works Director
Administrative Services Director
City Attorney
City Clerk
City Website (or public review binder)
Andy Belknap, Managing Director
Rick Haydon, Project Manager
Larry Waterhouse, Special Advisor
Bob Leland, Special Advisor
Michelle New, Consulting Manager
Five Cities Fire Authority
Analysis of Fire Services
February 28, 2023
1
Presentation Overview –Areas of Focus
Project Overview
Observations & Recommendations
Service Level & Staffing Analysis
Fiscal Analysis
Alternative Models
2
OCSD’s Withdrawal from FCFA Assumes Divestiture Which
is Unlikely by June 30, 2023
•On 1/11/2023, the OCSD Board authorized the divestiture application, and it was received by LAFCO on 2/6/23•LAFCO will do an independent evaluation of the impact of divestiture and possible County operations / alternatives•County decision on service is discretionary and Board of Supervisors action will be required•LAFCO’s decision on divestiture is also discretionary and will take 6 to 12 months to process
3
Engagement Objectives
Baker Tilly was engaged by the cities of
Arroyo Grande and Grover Beach to analyze
fire services provided by the Five Cities Fire
Authority (FCFA) to:
1.Provide an assessment of the financial
impacts of the departure of the Oceano
Community Services District (OCSD)
from the FCFA,
2.Provide staffing and fire service options
to the FCFA, and
3.Provide options to address the financial
gap created as a resulting of OCSD’s
withdrawal from the FCFA as well as a
new governance structure.
4
Project Deliverables
•Forecast model for FCFA, Grover
Beach and Arroyo Grande
Shows impact of different staffing and
cost allocation scenarios on each entity
•Written Report
Observations on operations, including
staffing recommendations with and
without OCSD
Discuss alternative fire service models
Recommendations on governance and
fiscal sustainability
5
Comprehensive Review
Baker Tilly interviewed:
•City Managers
•OCSD General Manager
•FCFA Command Staff
•Firefighter Union leadership
•Former FCFA Board Members
•LAFCO Executive Director
•City Finance Directors
•County Fire Chief
Documents reviewed included:
•JPA agreement and amendments
•Citygate Associates' Special District Fire
Protection Study
•Strategic planning fire study documents
•Budgets and CalPERS actuarial report
•Calls for service/call volume data
•Various FCFA operational documents
•Insurance Services Office (ISO) reports
6
Major Interview Themes
•FCFA personnel take great pride in the service they provide and are
passionate about enhancing service levels
•Everyone, which included board members, city management, command staff,
and floor personnel all were concerned about funding
•The departure of OCSD is a concern from a fire service delivery perspective
and from a funding standpoint
•There is a low level of collaboration on fire operations between FCFA and
member agencies
•According to floor personnel, organizational stress has caused low morale
•Continued consolidation of fire resources from neighboring agencies makes
the most sense rather than having two stand-alone City departments
7
Observations and
Preliminary
Recommendations
8
Overall Observations
•Recent annual financial contributions from participating agencies have
not sufficiently financed the total operational costs of the FCFA
•The need for an ongoing dedicated revenue stream to fully finance the
operational and capital costs of the FCFA is paramount
•Calls for service for the existing service population are consistent with
industry standards; however, public service (non-emergent) calls
represent 40% of total calls, which is relatively high
•The FCFA faces numerous operational challenges resulting in personnel
feeling stressed
•The divestiture or deactivation of OCSD fire service responsibility will not
be a simple or quick matter to resolve
9
•NFPA sets standards for fire suppression, emergency
medical operations, and special operations through
NFPA 1710
Requires four-person response units with a total of 17
personnel required for structure fires
•FCFA does not meet this standard with its current
deployment model
However, most small and rural agencies do not
10
National Fire Protection Association (NFPA) Standards
Observations on the Current Operation
Aside from not meeting NFPA 1710 standards, Baker Tilly also observed:
•Inconsistent staffing levels on all units
•OCSD Engine 3 is only staffed about 33%of the time
•Suppression personnel and battalion chief schedules do not align,creating
operational and administrative challenges
•Program management and oversight is delegated to floor personnel
•Fire prevention is not supported at an acceptable level
•Inadequate resources are devoted to training, especially high-risk/low
frequency scenarios
•Communication systems need upgrading (station alert system, phone system,
Motorola Radio platform upgrade)
11
Observations on the Current Operation (continued)
•There is a lack of maintenance support from partner agencies for
vehicles/apparatus •There are no replacement funds for apparatus replacement•Departmental policies and procedures are minimal•Station 3 (Oceano) has many deficiencies (no office space for necessary
administrative work and inadequate living quarters)•There are no separate facilities for female firefighters at any stations•With the loss of OCSD funding and an accompanying reduction in staff,
FCFA will not be able to fill Master Mutual Aid requests, resulting in
decreased reimbursement revenues•Given their limited resources and operational challenges, FCFA personnel
is to be commended for the services they provide the community
12
Preliminary Operational Recommendations
Conduct a Community Risk Assessment and Standards of Coverage and adjust staffing to meet
service area, community risk, and call volume
Hire an additional battalion chief and place all battalion chiefs on shift schedules consistent
with floor personnel
Contract for fire marshal and fire inspection services, or fill those positions with FCFA employees
Develop an inventory of all mission-critical equipment and apparatus, and establish an asset
replacement schedule and fund it
Develop a comprehensive operations policy and procedures manual
13
Preliminary Operational Recommendations (continued)
Restructure the governing board and create a five-person board, two from each city (an elected official and city
manager) and one mutually agreed-upon board member; Fire Chief to report to one or both City Managers
Assess the feasibility of a parcel tax or Mello-Roos assessment to help finance FCFA operational and capital costs
Discuss with CalFire representatives the cost for providing fire prevention and suppression services and/or enter
into discussions with City of Pismo Beach representatives to expand the current regional fire authority model
Work on resolving and strengthening interagency relationships and collaboration
Develop either an agreement to contract-back fire service for the Oceano area or create a fourth amendment to
the JPA, thereby allowing OCSD to continue to be part of the FCFA until LAFCO can render a divestiture decision
14
Service Level &
Staffing Analysis
15
Current Fire Suppression and Prevention Operation
The current operation consists
of 26.5 full-time equivalent
employees (FTEs):
•22 FTEs in a three-company
deployment, with two
three-person companies
and one two-person
company (on "B" shift only)•4.5 FTEs in administration/
management including two
battalion chiefs
16
CURRENT A/P/T Arroyo Grover 3rd 4th Total
Chief 1 1
Admin 1.5 1.5
Fire Marshal 0
Prevent Spec 0
EMS Coord 0
Batt Chief 2 2
Captain 3 3 3 9
Engineer 3 3 1 7
Firefighter 3 3 6
Total 4.5 9 9 4 26.5
A/P/T=Administration/Prevention/Training
Station Companies
Fire Chief's Recommended Staffing Plans
•Both plans significantly enhance staffing
levels, adding a fourth company (three-
person), and augmenting administration,
training, and fire prevention staffing:
Plan A adds 22 FTE over the next six years
Plan B adds 24 FTE over the next four years
17
FY22 Act FY23 Bud FY24 Est FY25 Est FY26 Est FY27 Est FY28 Est FY29 Est
Plan A $6,771 $6,880 $9,069 $10,034 $11,608 $11,709 $12,316 $15,410
Plan B 6,771 6,880 10,152 10,874 11,904 14,729 15,051 15,591
TOTAL FCFA COST ($ in 000)
Baker Tilly Alternative Staffing Plans
•Baker Tilly developed several staffing plans that were variations on Plan A, including the following:
A-3 (if OCSD stays) reduce the third company to two persons, add a battalion chief, fire marshal & part-time inspector (net add of 5 FTE from current, total of 31.5)*
A-4 (same as Plan A-3) except contracts for fire marshal and inspection services (net add of 3.5 FTE, total of 30)*
A-5 (if OCSD leaves) same as A-4 except delete the third company leaving two three-person companies (net reduction of 2.5 FTE, total of 24)*
*based on fire chief’s plan to increase clerical to 2 FTE’s in FY 2025
18
Calls for Service Show Moderate Growth
•Average annual
growth in calls
from Arroyo
Grande and Grover
Beach was 3.58%
from 2012 to 2021
Figures from 2022 are not yet audited
19
Comparisons Within the Region
20
1 The FCFA calls for service are from 2021; calls for 2022 have not yet been received.
2 Third station is unstaffed.
Agency Population Area
(SqMi)
Fire
Stations
2022 Calls for
Service Staffing Model
FCFA w/ OCSD
(Plan A-4)1 38,154 9.65 3 3,957
Two three -person companies and one
two-person squad/engine
FCFA w/o OCSD
(Plan A-5)1 31,000 8.15 2 3,326 Two three -person companies
Pismo Beach 8,000 13.5 2 2,487 Two two-person companies
Atascadero 30,500 26.13 2 3,453 Two three -person companies
Lompoc 43,800 11.67 2 4,201
Two three -person companies and one
two-person rescue squad
Paso Robles 31,759 18.9 3 2 4,290 Three three-person companies
Fiscal
Analysis
21
Key Factors Influencing Fiscal Impact
First, determine if OCSD remains—at least until LAFCO action and transition to new fire
service, as this affects staffing needs
Next, determine the future staffing configuration for FCFA, since this is the main cost
driver
Cities must meet that cost and maintain an adequate reserve for FCFA (forecast assumes
10% reserve)
Should OCSD remain -determine eligibility for SAFER and FEMA grants (a temporary, not
permanent, reduction in the amount paid by cities for adding floor personnel)
Update basis for allocating costs between cities
Determine OCSD unfunded liability and equipment/debt contributions upon leaving
FCFA (estimates not included in model)
22
Fire Service Comparison Costs
23
•Compares forecasted FCFA costs
with nearby agencies
•Pismo Beach operates under a
CalFire contract at a lower level
of fire staffing than the other
agencies
Generally is two-person
staffing,but under Amador Plan
one crew is a state asset available
on demand for wildfires, and
when unit is in Pismo Beach its cost
is subsidized by CalFire in exchange•Paso Robles has higher staffing
level, larger fire prevention staff
Higher City Contributions Will Be Required
Even at Lowest Staffing Level
•Chart shows impact if contributions continue to be held flat
Cost continue to rise
Without OCSD, revenues will drop by $1.1 million
Total revenues reflected by dotted red line (contributions plus other revenues such as strike team reimbursements)
Vacancy savings, state reimbursements,other revenue, and O&M savings are reasons FCFA has not already run deficits•Absent new FCFA funding, the contributions from member agencies will have to increase to fill the gap
FY 2024 and FY 2025 expense based on Plan A-5, which is a lower staffing level to reflect loss of OCSD service area; gap worsens with other staffing plans
24
Parcel Tax or Mello-Roos Assessment Option
•Parcel tax or a Mello-Roos assessment would provide a dedicated funding
source for FCFA, but requires 2/3rds voter approval
Timing of vote is an issue as higher contributions are needed starting FY 2024, and
there is a lag time getting onto next property tax bill
•Of the 29 statewide parcel tax ballot measures placed on the November
2022 ballot by local agency, 14 were successful (8 renewals and 6 new)
•In lieu of obtaining a dedicated funding source, the options would be for
each city to (a) find their own additional revenue source(s) or (b)
make substantial reductions to their other general fund expenditures
Reducing fire service levels or contracting with CalFire could lower FCFA costs and
thus the contributions required of the member agencies
25
FCFA Forecast
Based on staffing Plan A-4, two three-person/one two-person companies
26
Staffing increases from current 26.5 FTE to 30 FTE
Arroyo Grande Forecast
Based on staffing Plan A-4, two three-person/one two-person companies
27 Updated property & sales
tax projections 2/24/2023
FCFA Forecast
Based on staffing Plan A-5, two three-person companies
28
Staffing decreases from current 26.5 FTE to 24 FTE
Arroyo Grande Forecast
Based on staffing Plan A-5, two three-person companies
29 Updated property & sales
tax projections 2/24/2023
Alternative Models
for Consideration
30
•Modify FCFA staffing based on call
volume to include:
Plan A-4 (to cover the Oceano service area):
two three-person companies and one two-
person unit, plus a battalion chief and
contract for fire marshal and inspection
services
Plan A-5 (to only cover the two cities): two
three-person companies, plus a battalion
chief and contract for fire marshal and
inspection services•Contract Service Model •Contract with CalFire•Regional Consolidation (long-term)
Revised FCFA
Governance
Structure
31
Adjust the FCFA governance structure to a five-person board consisting of an elected official and city manager from each City and one mutually agreed-upon board member which could consist of either:
a rotating member of the public;
the San Luis Obispo County Fire Chief;
a San Luis Obispo County Administrative Office representative;
a rotating member of the Board of Supervisors from Districts 3 and 4; or
consider exploring other member alternatives •Fire Chief to report to one or both of the City Managers
In Summary
Operationally -
•Conduct a Community Risk Assessment and Standards of Coverage to
determine the appropriate staffing to meet the service area,
community risk, and call volume;
•An additional battalion chief is warranted, and place all battalion
chiefs on shift schedules to align with floor personnel;
•Need to provide more fire prevention/inspection services to the
community and increase the training resources for existing personnel;
•Develop an asset replacement schedule and sufficiently fund it; and
•Expand the governance structure and have the Fire Chief report to
one or both City Managers.
32
In Summary
Financially –
•Previous financial contributions from participating agencies were not
sufficient to cover operational costs;
•There is a need to increase financial contributions from participating
agencies regardless of whether OCSD stays in the Authority;
•Once a level-of-service has been determined for the OCSD, the cost to
contract -back fire services will need to be identified; and
•A new ongoing dedicated revenue source to finance the operational
and capital costs of the FCFA is needed.
33
Thank you!
Andy Belknap|andy.belknap@bakertilly.com
Rick Haydon|rick.haydon@bakertilly.com
Larry Waterhouse|larry.waterhouse@bakertilly.com
Bob Leland|bob.leland@bakertilly.com
Michelle New|michelle.new@bakertilly.com
Questions
and
Comments
34