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Indian Valley and Quincy Area Service Review - (adopted June 8, 2015)

Local Agency Formation Commissions · plumas-msr-2015-iv-and-quincy-msr-final-clean-with-maps · Msr · 2015-01-01

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P LUU M AA S C O U NN T Y - I NN D I AA N VA LL L E YY A NN D QQ U I NN C Y A R EE A M UU N I CC I PA L S EE RV II C E R E VV I E WW F I NN A L Adopted June 8, 22015 Prepared for tthe Plumas Locall Agency Foormation Commmission byy Policy Connsulting Asssociates, LLCC. PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW TA B L E O F C O N T E N T S ACRONYMS ................................................................................................................................................................ 4 PREFACE .................................................................................................................................................................... 6 CONTEXT ................................................................................................................................................................ 6 CREDITS .................................................................................................................................................................. 6 1. EXECUTIVE SUMMARY .............................................................................................................................. 10 SERVICE PROVIDERS ................................................................................................................................................ 10 HEALTHCARE DISTRICTS ......................................................................................................................................... 11 CEMETERY DISTRICTS ............................................................................................................................................. 11 LIGHTING DISTRICTS ............................................................................................................................................... 10 OTHER GOVERNANCE OPTIONS ............................................................................................................................... 11 SPECIAL DISTRICT ACCOUNTABILITY AND TRANSPARENCY .................................................................................... 11 2. LAFCO AND MUNICIPAL SERVICES REVIEWS ................................................................................... 13 LAFCO OVERVIEW ................................................................................................................................................. 13 MUNICIPAL SERVICES REVIEW ORIGINS .................................................................................................................. 14 MUNICIPAL SERVICES REVIEW LEGISLATION .......................................................................................................... 16 MUNICIPAL SERVICES REVIEW PROCESS ................................................................................................................. 17 SPHERE OF INFLUENCE UPDATES ............................................................................................................................ 18 3. MSR AREA ...................................................................................................................................................... 20 GROWTH & POPULATION PROJECTIONS ................................................................................................................... 20 4. CRESCENT MILLS CEMETERY DISTRICT ............................................................................................ 24 AGENCY OVERVIEW ................................................................................................................................................ 24 CEMETERY SERVICES .............................................................................................................................................. 30 CRESCENT MILLS CEMETERY DISTRICT DETERMINATIONS ..................................................................................... 32 5. CRESCENT MILLS HIGHWAY LIGHTING DISTRICT ......................................................................... 34 AGENCY OVERVIEW ................................................................................................................................................ 34 LIGHTING SERVICES ................................................................................................................................................ 41 CRESCENT MILLS HIGHWAY LIGHTING DISTRICT DETERMINATIONS ...................................................................... 42 6. GREENVILLE CEMETERY DISTRICT ..................................................................................................... 44 AGENCY OVERVIEW ................................................................................................................................................ 44 CEMETERY SERVICES .............................................................................................................................................. 51 GREENVILLE CEMETERY DISTRICT DETERMINATIONS ............................................................................................ 53 7. INDIAN VALLEY HEALTHCARE DISTRICT .......................................................................................... 55 AGENCY OVERVIEW ................................................................................................................................................ 55 HEALTHCARE SERVICES .......................................................................................................................................... 64 INDIAN VALLEY HEALTHCARE DISTRICT DETERMINATIONS ................................................................................... 66 8. INDIAN VALLEY RECREATION AND PARK DISTRICT ..................................................................... 68 AGENCY OVERVIEW ................................................................................................................................................ 68 RECREATION AND PARK SERVICES .......................................................................................................................... 77 INDIAN VALLEY RECREATION AND PARK DISTRICT DETERMINATIONS ................................................................... 79 9. TAYLORSVILLE CEMETERY DISTRICT ................................................................................................ 81 AGENCY OVERVIEW ................................................................................................................................................ 81 CEMETERY SERVICES .............................................................................................................................................. 89 TAYLORSVILLE CEMETERY DISTRICT DETERMINATIONS ........................................................................................ 91 TABLE OF CONTENTS cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 1 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW 10. COUNTY SERVICE AREA 6 ........................................................................................................................ 93 AGENCY OVERVIEW ................................................................................................................................................ 93 CSA SERVICES ........................................................................................................................................................ 97 COUNTY SERVICE AREA 6 DETERMINATIONS .......................................................................................................... 98 11. CENTRAL PLUMAS RECREATION AND PARK DISTRICT ................................................................ 99 AGENCY OVERVIEW ................................................................................................................................................ 99 RECREATIONAL & PARK SERVICES........................................................................................................................ 107 CENTRAL PLUMAS RECREATION AND PARK DISTRICT DETERMINATIONS ............................................................. 110 12. EAST QUINCY SERVICES DISTRICT ..................................................................................................... 112 AGENCY OVERVIEW .............................................................................................................................................. 112 WATER SERVICES .................................................................................................................................................. 122 WASTEWATER SERVICES ....................................................................................................................................... 129 EAST QUINCY SERVICES DISTRICT DETERMINATIONS ........................................................................................... 134 13. PLUMAS HEALTHCARE DISTRICT ....................................................................................................... 137 AGENCY OVERVIEW .............................................................................................................................................. 137 HEALTHCARE SERVICES ........................................................................................................................................ 149 PLUMAS HEALTHCARE DISTRICT DETERMINATIONS ............................................................................................. 154 14. QUINCY COMMUNITY SERVICES DISTRICT ..................................................................................... 157 AGENCY OVERVIEW .............................................................................................................................................. 157 WATER SERVICES .................................................................................................................................................. 167 WASTEWATER SERVICES ....................................................................................................................................... 174 SOLID WASTE SERVICES ........................................................................................................................................ 181 QUINCY COMMUNITY SERVICES DISTRICT DETERMINATIONS ............................................................................... 182 15. QUINCY LIGHTING DISTRICT ................................................................................................................ 186 AGENCY OVERVIEW .............................................................................................................................................. 186 LIGHTING SERVICES .............................................................................................................................................. 193 QUINCY LIGHTING DISTRICT DETERMINATIONS .................................................................................................... 194 16. QUINCY-LA PORTE CEMETERY DISTRICT ........................................................................................ 196 AGENCY OVERVIEW .............................................................................................................................................. 196 CEMETERY SERVICES ............................................................................................................................................ 204 QUINCY-LA PORTE CEMETERY DISTRICT DETERMINATIONS ................................................................................ 206 17. COUNTY SERVICE AREA 11 .................................................................................................................... 208 AGENCY OVERVIEW .............................................................................................................................................. 208 AMBULANCE SERVICES ......................................................................................................................................... 215 COUNTY SERVICE AREA 11 DETERMINATIONS ...................................................................................................... 216 TABLE OF CONTENTS cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 2 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW L I S T O F F I G U R E S FIGURE 1-1: INDIAN VALLEY AND QUINCY SERVICE PROVIDERS IN PLUMAS COUNTY ................................................ 10 FIGURE 1-2: PLUMAS COUNTY CEMETERY DISTRICTS ................................................................................................. 10 FIGURE 2-1: COMMISSION MEMBERS, 2011 ................................................................................................................. 14 FIGURE 3-1: NEW RESIDENTIAL BUILDING PERMITS, 2000-2012 ............................................................................. 21 FIGURE 3-2: COUNTYWIDE DOF POPULATION PROJECTIONS ................................................................................... 21 FIGURE 3-3: ANNUALIZED GROWTH PROJECTIONS BY METHOD .............................................................................. 22 FIGURE 3-4: TRANSIENT OCCUPANCY TAX REVENUE, FYS 02-11 ........................................................................... 23 FIGURE 4-1: CRESCENT MILLS CEMETERY DISTRICT BOUNDARIES AND SOI ............................................................... 26 FIGURE 4-2: CRESCENT MILLS CEMETERY DISTRICT GOVERNING BODY ..................................................................... 27 FIGURE 5-1: CRESCENT MILLS HLD BOUNDARIES AND SOI ........................................................................................ 35 FIGURE 5-2: CRESCENT MILLS HLD GOVERNING BODY .............................................................................................. 36 FIGURE 6-1: GREENVILLE CEMETERY DISTRICT BOUNDARIES AND SOI ...................................................................... 46 FIGURE 6-2: GREENVILLE CEMETERY DISTRICT GOVERNING BODY ............................................................................ 47 FIGURE 7-1: INDIAN VALLEY HD BOUNDARIES AND SOI ............................................................................................ 57 FIGURE 7-2: INDIAN VALLEY HD GOVERNING BODY .................................................................................................. 58 FIGURE 8-1: INDIAN VALLEY RPD BOUNDARIES AND SOI .......................................................................................... 70 FIGURE 8-2: INDIAN VALLEY RPD GOVERNING BODY ................................................................................................ 71 FIGURE 9-1: TAYLORSVILLE CEMETERY DISTRICT BOUNDARIES AND SOI .................................................................. 83 FIGURE 9-2: TAYLORSVILLE CEMETERY DISTRICT GOVERNING BODY ........................................................................ 84 FIGURE 2-3: TCD BURIALS (2007-2012) ...................................................................................................................... 87 FIGURE 10-1: CSA 6 BOUNDARIES AND SOI ................................................................................................................ 94 FIGURE 10-2: CSA 6 GOVERNING BODY ...................................................................................................................... 95 FIGURE 11-1: CENTRAL PLUMAS RECREATION AND PARK DISTRICT BOUNDARIES AND SOI ..................................... 101 FIGURE 11-2: CENTRAL PLUMAS RECREATION AND PARK DISTRICT GOVERNING BODY ........................................... 102 FIGURE 11-3: CENTRAL PLUMAS RECREATION AND PARK DISTRICT SERVICE ADEQUACY ........................................ 109 FIGURE 12-1: EQSD LIST OF LAFCO-APPROVED BORDER CHANGES ........................................................................ 113 FIGURE 12-2: EAST QUINCY CSD BOUNDARIES AND SOI .......................................................................................... 115 FIGURE 12-3: EQSD GOVERNING BODY .................................................................................................................... 116 FIGURE 12-4: EQSD SERVICE CHARGES AS OF JULY 2013 ......................................................................................... 120 FIGURE 12-5: EQSD WATER FACILITIES. ................................................................................................................... 123 FIGURE 12-6: EQSD WATER SERVICE ADEQUACY INDICATORS ................................................................................ 125 FIGURE 12-7: EQSD WATER SERVICE TABLES .......................................................................................................... 126 FIGURE 12-8: EQSD WASTEWATER SERVICE ADEQUACY INDICATORS ..................................................................... 131 FIGURE 12-9: WASTEWATER SERVICE PROFILE ......................................................................................................... 132 FIGURE 13-1: BOUNDARIES AND SOI ......................................................................................................................... 139 FIGURE 13-2: PHD GOVERNING BODY ....................................................................................................................... 140 FIGURE 13-3: TOTAL PATIENT DAYS, IN THOUSANDS (FY 08 – FY 13) ..................................................................... 144 FIGURE 13-4: COMPARISON OF STATISTICAL INDICATORS ......................................................................................... 148 FIGURE 14-1: QCSD LIST OF LAFCO-APPROVED BORDER CHANGES ........................................................................ 158 FIGURE 14-2: QCSD BOUNDARIES AND SOI .............................................................................................................. 160 FIGURE 14-3: QCSD GOVERNING BODY .................................................................................................................... 161 FIGURE 14-4: QCSD WATER SOURCES ....................................................................................................................... 168 FIGURE 14-5: QCSD WATER SERVICE ADEQUACY INDICATORS ................................................................................ 170 FIGURE 14-6: QCSD WATER SERVICE TABLES .......................................................................................................... 171 FIGURE 14-7: QCSD WASTEWATER SERVICE ADEQUACY INDICATORS ..................................................................... 177 FIGURE 14-8: WASTEWATER SERVICE PROFILE ......................................................................................................... 179 FIGURE 15-1: QUINCY LD BOUNDARIES AND SOI ..................................................................................................... 188 FIGURE 15-2: QUINCY LD GOVERNING BODY............................................................................................................ 189 FIGURE 16-1: QUINCY-LA PORTE CEMETERY DISTRICT BOUNDARIES AND SOI ........................................................ 198 FIGURE 16-2: QUINCY-LA PORTE CEMETERY DISTRICT GOVERNING BODY .............................................................. 199 FIGURE 17-1: COUNTY SERVICE AREA 11 BOUNDARIES AND SOI ............................................................................. 210 FIGURE 17-2: CSA 11 GOVERNING BODY .................................................................................................................. 211 LIST OF FIGURES cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 3 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW AC RON YMS ACHD: Association of California Healthcare Districts ADWF: Average dry weather flow af: Acre-feet afa: Acre-feet per annum BLS: Basic Life Support BOD: Biological oxygen demands BOE California Board of Equalization ccf: Hundreds of cubic feet CC&R Covenants, Conditions and Restrictions CEO: Chief Executive Officer CEQA: California Environmental Quality Act cfs: Cubic feet per second CHP: California Highway Patrol CIWMB: California Integrated Waste Management Board CIP: Capital improvement plan CMS: Center for Medical and Medicaid Studies CSA: County Service Area CSD: Community Services District CSDA: California Special District Association CY: Calendar year DFG: California Department of Fish and Game DME: Durable Medical Equipment DOF: California Department of Finance DPH: California Department of Public Health DWR: California Department of Water Resources EMS: Emergency Medical Services EMT: Emergency Medical Technician EPA: U.S. Environmental Protection Agency ERAF: Educational Revenue Augmentation Fund FDAC-FASIS: Fire District Association of California- Fire Agency Self-Insurance System FEERAM: Fire Engine Equipment Replacement and Maintenance FEMA: Federal Emergency Management Agency FD: Fire District FF: Firefighter FPD: Fire Protection District FRC: Feather River College FTE: Full Time Equivalent FY: Fiscal year GIS: Geographic Information Systems GM: General Manger gpd: Gallons per day gpm: Gallons per minute GP: General Plan ACRONYMS cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 4 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW I/I: Infiltration and inflow ISO: Insurance Services Organization IRWMP: Integrated Regional Water Management Plan IVHD: Indian Valley Healthcare District JHA: Jurisdiction having authority JPA: Joint Powers Authority LAFCo: Local Agency Formation Commission MCL: Maximum Contaminant Level mg: Millions of gallons mgd: Millions of gallons per day MSR: Municipal services review MS4: Municipal separate storm sewer systems NA: Not applicable NFPA: National Fire Protection Association NP: Not provided NPDES: National Pollutant Discharge Elimination System OASA: Out-of-Area Service Agreement OES: Office of Emergency Services OIT: Operator in training OPR: Governor’s Office of Planning and Research PSAP: Public Safety Answering Point PWWF: Peak wet weather flow RID: Resort Improvement District RWQCB: Regional Water Quality Control Board SCADA: Supervisory Control and Data Acquisition SDMRA: Special District Risk Management Authority SDWA: Safe Drinking Water Act SOI: Sphere of influence SSMP: Sewer System Management Plan SSO: Sewer System Overflow SWP: State Water Project SR: State Route SWRCB: State Water Resources Control Board TDS: Total dissolvable solids TMDL: Total maximum daily load TSS: Total suspended solids USDA: United States Department of Agriculture USFS: United States Forest Service UWMP: Urban Water Management Plan WWTP Wastewater treatment plant WTP: Water treatment plant ACRONYMS cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 5 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW PREEFACC E Prepared for thee Plumas Loocal Agencyy Formationn Commissioon (LAFCo), this reporrt is a regional municipal services rreview—a SState-requirred compreehensive sttudy of serrvices within aa designateed geographhic area. TThis MSR focuses onn local agenncies and oother municipal service pproviders in the Indian Valley and Quincy reggions of Plummas Countyy that provide municipal sservices, including watter, wastewwater, park and recreattion, healthhcare, lighting, and cemeteery servicess. CONTEXTT Plummas LAFCo iis required to preparee this MSR by the Corrtese-Knox-HHertzberg LLocal Governmment Reorgaanization AAct of 2000 (Governmeent Code §556000, et seeq.), which took effect onn January 1, 2001. The MSR reviews servicees providedd by public agencies wwhose boundarries and governance aare subject to LAFCo. Those ageencies provviding muniicipal services in the Indian Valley aand Quincyy regions off Plumas Coounty are tthe focus off this review. CRREDITS The authors exxtend their appreciation to those individuaals at many agencies that providedd planning and financcial informaation and ddocuments used in thhis report. The contribuutors are listted individuually at the eend of this rreport. Plummas LAFCo EExecutive OOfficer, Johnn Benoit, prrovided prooject directtion and revview. Dennis MMiller prepared maps and providded GIS annalysis. Thiis report wwas prepareed by Policy Coonsulting AAssociates, LLLC, and waas co-authorred by Jennnifer Stephenson and OOxana Wolfson. Jennifer Stephensoon served aas project manager. Oxana Woolfson provvided researchh analysis. LLauren Wilkkins and Ariianna Menon provided research asssistance. The llocal agencies have prrovided a suubstantial pportion of the information includeed in this docuument. Eachh local agency providedd budgets, fiinancial statements, vaarious planss, and responded to queestionnairess. The serrvice proviiders provvided intervviews coveering workload, staffing, ffacilities, regional collaaboration, annd service cchallenges. PREFACE cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 6 INDIAN VALLLEY AND QU 1 . E XEEC U TIIVE S This report is a Municipal Service Revview (MSR) preparedd for the Pluumas Local Agency Forrmation Com requiredd comprehensive studyy of servicess within a de the Indiaan Valley annd Quincy rregions of PPlumas Coun in the Coortese-Knoxx-Hertzbergg Local Goveernment Reo Code Secction 560000 et seq.). After MSR findings are the proccess of upddating the sspheres of iinfluence (S report. SSERVICEE PROVI This report focuuses on servvice providers located in of Plumaas County. AAs shown inn Figure 1-1,, 14 special Municipaal Service RReview. Manny of the agencies revie Figure 1--1: Indian VValley and Quuincy Servicce Providers Agency Crescentt Mills Cemeetery Districct Crescentt Mills Highway Lighting District Greenvillle Cemeteryy District Indian VValley Healthhcare District Indian Valley Reccreation annd Park District Taylorsvville Cemeteery District County SService Areaa 6 Central Plumas Reecreation aand Park District East Quincy Servicees District Plumas HHealthcare District Quincy CCommunity Services Diistrict Quincy LLighting District Quincy-LLa Porte Cemmetery Disttrict County SService Areaa 11 EXECUTIVVE SUMMARYY cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàx retaW retawetsaW UINCY AREA SU M M ) report on mmission ( esignated ge nty. The M organizatio e adopted, SOIs) of th IDERS n the Indian districts w ewed provid s in Plumas     xá? __V etsaW diloS erachtlaeH MUNICIPAL M A RY various mu LAFCo). An eographic a MSR require n Act of 200 the Commi e agencies n Valley and ere reviewe de multiple County    ecnalubmA yretemeC PLUMAS LA SERVICE RE Y unicipal ser n MSR is a S area, in this ment is cod 00 (Governm ission will b covered in d Quincy reg ed as part o services.      gnithgiL noitaerceR AFCO VIEW vices State- case, dified ment begin n this gions f this     10 skraP  PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW HEEALTHCAARE DISSTRICTS Therre are four healthcaree districts in Plumas County—EEastern Plumas Healthhcare District (reviewed in the Easttern Plumas Municipaal Service RReview), Senneca Healthhcare District (reviewed in the Lakke Almanor Municipal Service Reeview), Pluumas Healthhcare District (PHD), and Indian Vallley Healthcaare Districtt (IVHD), booth revieweed in this reeport. Three of the distriicts, while facing certtain financing constraiints, are geenerally abble to provide adequate leevels of servvices. IVHDD has declarred bankrupptcy and is iin the proceess of settling iits debts. The IVHD clinnic is presently leased and operated by Easteern Plumas HHD. All foour of the Pllumas Counnty healthcaare districts have at somme point expressed intterest in somee form of cconsolidatioon. Given tthat Easterrn Plumas HD is pressently providing services out of IVHHD’s facilityy, an optionn would bee consolidattion of thesse two disttricts. Another option for IVHD and EEPHD reorgganization is to dissolvve Indian Vaalley HD annd for Eastern Plumas HDD to purchaase the IVHHD clinic aand keep providing seervices therre as before. EEPHD woulld not needd to expandd its SOI oor boundariies to do so as healthhcare districts are legally allowed to own and ooperate facillities outsidde of their bboundaries. The opinionss of IVHD orr EPHD, howwever, weree not obtained on this ooption. Beffore IVHD iss able to reorgganize withh another aagency it wwould have to entirelyy complete its bankruuptcy process, which is exxpected to happen in the near fuuture, speciffically whenn debt is seettled with thee Employmeent Developpment Depaartment (EDDD)–the District’s remmaining credditor. Plumas HHD expressed interest in consolidating with IIVHD whenn all bankrupptcy issues have been setttled. Seneca HD is oppen to consolidating wwith any of tthe Plumas healthcaree districts. It has had disccussions witth EPHD and PHD, but concluded that the varrying intereests and goaals of each disstrict weree precluding tighter ccollaboratioon and preeventing thhe consolidaation process from movinng forwardd. If other ddistricts werre interesteed in furtheer consolidaation discussioons, Senecaa HD wouldd be amenable. At thhis time, IVVHD is proobably the most interesteed in consolidation ammong the heaalthcare disstricts, due to the fact that the Disstrict would need significcant assistance opening its doors again afterr the bankruuptcy proceess is over. Thhe healthcare districtss in Plumass County shhould take advantage of the preesent countrywwide trend for shared sservices thaat promotess efficiency, broader cooverage andd cost savings, and start ddiscussions about somee of the connsolidation options thaat would beenefit all four ddistricts andd the public. CEMETERRY DISTTRICTS Therre are nine ccemetery diistricts in PPlumas Counnty, of whicch four are under revieew in this repoort—Cresceent Mills CDD, Greenvillle CD, Quinncy-La Portte CD, and Taylorsvillee CD. Also revviewed in pprevious MSSRs were PPortola CD and Chesteer CD. All districts inn the County aare shown iin Figure 1-2 on the foollowing paage. The reemaining districts are tto be covered in the next service review to be coompleted inn the next yeear. EXECUTIVVE SUMMARYY cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 11 Plumas County Cemetery Districts Plumas County UVLOIS Location Map (Not to Scale) Chester Warner Valley Rd ^` Chester UV 36 Lake Almanor ^` ^` UV Peninsula Hamilton Branch 36 ^` ^` UV Lake Almanor West ^` ^` 147 Almanor UV Prattville 89 ^` UV 89 Canyon Dam ^` Greenville ^` Caribo^`u Crescent Mills ^`Taylorsville ^` Indian Falls Paxton^` ·|þ} ^` ^` ^` 70 Keddie Twain Belden Meadow Valley ^` ^` ^` ^` ^` St T o o r b ri i e n Quincy East Quincy ^` ^` Greenhorn ^` Spring Garden Lake Davis^` ^` Bucks Lake Cromberg Delleker^` ^` Portola ^`Beckwourth ·|þ} 70 Vin ^` ton ^` Plumas E ^` ureka ^` ^` ^`Blair ^` s ^` den C-Road ^` Iron Horse Chilcoot ^` Johnsville G W ra h e i a te g h le awk R ^` an C ^` ch lio ^` Va UV lley Ranch Beckwo C u a rt l h pine Rd 89 Little Grass Valley ^` La Porte Plumas County Cemetery Districts Quincy LaPorte Cemetery District Crescent Mills Cemetery District Greenville Cemetery District ² Chester Cemetery District Legend Cromberg Cemetery District Highways Parcels Meadow Valley Cemetery District Major Roads Plumas County Sectional Grid Stream / River ^` Mohawk Cemetery District Communities Waterbodies 0 3 6 12Miles Portola Cemetery District Taylorsville Cemetery District Source: Plumas LAFCo Map Created 6/10/2014 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW Each of the disttricts reviewwed here, aas well as iin previouss reports, has faced simmilar struggles in providding transpparent, adeqquate serviices within legal requuirements wwhile simultanneously challlenged by llimited publlic interest aand insufficcient financiing. Specifically, all of thee districts have suffered from hardd to fill vacaancies on thhe governinng bodies. TThere is often aa high turnoover rate off the board members, aand vacanciies remain unfilled forr long periods of time. The districts ooperate on mminimal buddgets and reeported thaat revenues were insufficieent to provide an adeqquate level of services. In particuular, Crescennt Mills CD does not receeive propertty tax revennue and theerefore depends entireely on chargges for servvices; howeverr, there werre no buriaals in 2013,, and thereffore no inccome to thee District inn that year. AAs a result of these skkeletal budggets, the districts ofteen rely almmost entirelly on volunteeer efforts oon the partt of the booard membbers and otther voluntteer/commuunity service programs ffor adminisstration andd maintenaance. Due to the infoormal and ssmall nature oof these disttricts, there is a generaal lack of unnderstandinng of the leggal requiremments regardinng a public agency and more speecifically thhe detailed requiremennts of cemeetery districts. Givenn the consttraints sharred by all oof the cemetery districcts, reorgannization of ssome form maay be beneficial to thee agencies in improving efficienccy and therreby addressing many off the common challengges faced byy these ageencies. Reorganizationn of the disttricts could occcur at a couuntywide or regional level dependding on thee interest off the districtts. A countywwide districtt would elimminate eightt governingg bodies andd administraative structtures, enablingg the single cemetery district to ddraw from the populaation countyywide to filll the board seats. Additionally, thhe District would be able to beest leveragge the avaiilable resourcees for the benefit of the variouus cemeteriies and cappitalize on personnel and equipmeent sharing to the greeatest extennt practicabble. Finallyy, as a largger more viisible agency, a countywide district would be mmore likely to be placeed under puublic scrutinny to ensure ooperations aare approprriate for a ppublic agenccy. Regionaal consolidattion would offer smaller mmore short-term stepss that may ggarner greatter supportt from the ppublic due to the sense that the local communityy is retainingg control. Withhin Indian Valley, each oof the threee cemetery ddistricts (Crrescent Millls CD, Greennville CD and TTaylorsvillee CD) has exxpressed intterest in coonsolidationn. Discussioons among tthese districts are movinng forward in the nearr future. CChester CD may also bbe interesteed in taking part in thesee discussionns due to prroximity. CConsolidatioon of these districts at first, may proovide a temmplate for oothers in mmoving forwward with ssimilar reorrganizationss. In order to initiate succh a consoliddation, it woould require a resolution from eithher the Boaard of Supervissors or the boards of tthe affected districts. TThe cost of consolidatiion would llikely be minimmal if sharedd among muultiple distrricts. LLIGHTINNG DISTRICTS Preseently, theree are two lighting disstricts that provide lighting servvices in Pluumas County——Quincy LLighting Diistrict andd Crescentt Mills Hiighway Ligghting Disstrict. Additionnally, there are severaal other special districcts and thee City of Portola that also provide lighting serrvices in thee County. TThose districts that proovide lightinng in additioon to other services are WWalker Rannch CSD, Chester PUD, Grizzly Lakke CSD, Wesst Almanor CSD, and Indian Valley CSD. The Department of Public Woorks reimbuurses those ddistricts (thhat so request)) for 25 perrcent of theeir energy ccosts for ligghts along ccounty roadds. The exiisting EXECUTIVVE SUMMARYY cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 10 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW structure is inconsiistent and ooften confuusing, whichh lends itseelf to inconggruities, succh as Quincy LLD paying ffor lighting in Taylorsvville (outsidde of QLD’s bounds) and the repoorted lack of trransfer of appropriate funds fromm East Quinccy SD to Quiincy LD upoon annexation of the East Quincy terrritory. In regards to govvernance sttructure alteernatives, thhe County rreported thaat the possibbility of a counntywide strreet lightingg district is bbeing consiidered. The formation of a countyywide district wwould expaand the basee and give tthe County more contrrol over neww developmments and opportunities foor enhancedd overall plaanning. Thee idea was ddiscussed att several Coounty Supervissor meetinggs. Dependinng on the structure of the propossed new disstrict, if purrsued by the CCounty, formmation wouuld require a resolutionn of intent to form thee district byy the Board oof Supervisoors and appplication tto LAFCo. The formaation will aalso requirre an engineerr’s report aand voter appproval on any proposed additioonal special tax to fundd the new disttrict. OTHER GOVEERNANCEE OPTIOONS Other governannce alternaatives weree identifiedd over thee course oof this revview. Governaance structuure options iidentified foor IVRPD innclude consoolidation wiith Indian VValley CSD or IVVCSD transffer of recreaation and paark servicess to IVRPD. IVRPD has a zero spheere of influencee and overlapping boundaries witth Indian Vaalley CSD. GGiven that tthe two agencies provide a similar caategory of ppark and recreation serrvices within bounds tthat overlapp one another,, there may be efficienccies gained ffrom such aa change in sservice struucture. Counnty Service AArea 6 was formed in 11973 to servve a proposeed developmment in Gennesee Valley but never beecame activve. No growwth is anticipated in thhis area, annd thereforee it is anticipatted that there will bee no need ffor the servvices that may be offfered by CSSA 6. Dissolution was discussed and recommendded in 19766, but neverr acted uponn. Given thaat the CSA hass remainedd inactive ffor the lastt 40 years and theree are no fuuture planss for developmment of the area, dissollution of thiis District iss recommennded. SPECCIAL DISSTRICT ACCOUNNTABILIITY ANDD TRANSSPARENCCY Therre appears to be a generral lack of uunderstanding among tthe districts reviewed aabout many off the legal rrequiremennts of speciaal districts and their ggoverning bbodies. Beccause many off the districcts serve veery limited populationss, with an ooften tight knit commuunity feel, the atmosphere of districtt operationss and governance is laid back and informal, wwhich does nott adhere to or promotee a general uunderstandiing of the bbasic laws gooverning sppecial districts. For exammple, many of the distrricts were uunable to provide the term expiraation dates forr their boarrd memberss and one district was unsure of tthe process by which bboard memberrs were appointed. AAdditionallyy, some of the districcts do not conduct bboard meetings accordingg to Brownn Act requirements bby not agenndizing meeetings wheere a quorum of the boarrd may be present. It iss apparent tthat the districts wouldd greatly beenefit from traaining in vaarious areaas to ensuree that theyy are operaating withinn legal conffines. Topics wwhere distriict appearedd to lack knnowledge annd which arre most crittical to ensuuring transparrency and acccountabilitty include thhe followingg:  Governinng body appointment process (cemmetery distrricts) and terms;  Brown Acct requiremments; EXECUTIVVE SUMMARYY cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 11 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  Financial reporting requirements for State Controller’s Office, audits, budgets, and Fair Political Practices Commission; and  Best management practices on internal fiscal controls. The Plumas County Special Districts Association has made efforts to provide education on these subjects. Unfortunately, those agencies that would benefit most from these sessions are usually not in attendance. It is recommended that all districts make efforts to attend all available educational sessions in the County. EXECUTIVE SUMMARY cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 12 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 2 . LLA FCCO ANND MM U N I C I PA L SE RV I CEES R EEV I EWWS This report is prrepared purrsuant to leegislation ennacted in 20000 that requires LAFCCo to conduct a comprehhensive review of muniicipal servicce delivery and updatee the spherres of influencee (SOIs) off all agenciies under LLAFCo’s jurrisdiction. This chaptter providees an overvieww of LAFCo’s history, powers and rresponsibilities. It disccusses the oorigins and legal requiremments for prreparation of the municipal servicces review (MSR). Finaally, the chaapter reviews the processs for MSR reeview, MSR approval annd SOI updaates. LAFCOO OVERVVIEW Afterr World Warr II, Californnia experiennced dramattic growth iin populatioon and econnomic developmment. Withh this boomm came a deemand for hhousing, jobbs and pubblic servicess. To accommodate this ddemand, maany new loccal governmment agencies were forrmed, often with little forrethought ass to the ultimate governance struuctures in aa given region, and exiisting agenciess often commpeted for expansion areas. The lack of ccoordinationn and adeqquate planningg led to a muultitude of ooverlappingg, inefficientt jurisdictional and servvice boundaaries, and the ppremature cconversion of Californiia’s agricultuural and oppen-space laands. Recognizing this problem, in 1959, GGovernor EEdmund G. Brown, Srr. appointedd the Commisssion on Metropolitan AArea Probleems. The CCommission's charge wwas to studyy and make recommendattions on thee "misuse oof land resoources" and the growinng complexiity of local goovernmentaal jurisdicttions. Thhe Commission's reccommendattions on local governmmental reorgganization wwere introdduced in thee Legislaturre in 1963, resulting inn the creation of a Local AAgency Formmation Commmission, orr "LAFCo," ooperating in every counnty. Plummas LAFCo wwas first staaffed by thee County Pllanning Deppartment, wwhich underrtook the first Spheres of Influence inn 1974. Thee Departmeent had morre pressing ppriorities annd as a result LLAFCo was maintainedd at an accepptable level for the timee. LAFCCo was formmed as a couuntywide aggency to disscourage urrban sprawwl and encouurage the ordderly formaation and development of locaal governmment agenciies. LAFCCo is responsiible for coordinating loogical and ttimely changges in locall governmenntal boundaaries, including annexatioons and detaachments oof territory, incorporatiions of citiees, formatioons of special districts, annd consoliddations, meergers and dissolutionns of districts, as weell as reviewinng ways too reorganize, simplify,, and streaamline goveernmental structure. The Commisssion's efforrts are focuused on enssuring that services arre providedd efficientlyy and economiically while agriculturaal and open--space landss are proteccted. To bettter inform itself and the communityy as it seeks to exercisse its chargge, LAFCo coonducts serrvice reviewws to evaluatee the provisiion of municcipal services within thhe County. LAFCCo regulatees, through approval, denial, connditions annd modificaation, bounndary changes proposed by public aagencies orr individualls. It also regulates tthe extensioon of public sservices byy cities and special districts ouutside theiir boundarries. LAFCCo is empoweered to inittiate updatees to the SSOIs and prroposals innvolving thee dissolutioon or consoliddation of sppecial districcts, mergerrs, establishhment of suubsidiary diistricts, andd any LAFCO && MSRS cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 13 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW reorganiization incluuding such aactions. Othherwise, LAFFCo actions must originnate as petitions or resoluutions from affected vooters, landowwners, cities or districtts. Plummas LAFCo cconsists of fiive regular members: ttwo membeers from thee Plumas Coounty Board off Supervisorrs, two city council meembers, andd one publicc member wwho is appoiinted by the oother membbers of thee Commissioon. There iis an alternnate in each category.. All Commisssioners are appointed tto four-yearr terms. Figure 2--1: Commisssion Membeers, 2014 Appoinnting Agenccy Meembers Alternaate Membeers Two members from the BBoard of Superrvisors appointted Kevin GGoss by the Boaard of Supervissors. Terrell Swofford Sherrie Thhrall Two members representting the cities inn the County. Must be city officer and aand appointed by the City John Laarrieu Selection CCommittee. Phil Oells Pat Mortoon One membber from the geeneral public apppointed by thee other fourr commissionerrs. John Haafen Jeffery Grreening MUUNICIPAAL SERVICES REEVIEW OORIGINS The MMSR requirrement was enacted byy the Legisllature montths after thee release off two studies rrecommendding that LAAFCos conduct reviewss of local aggencies. The “Little Hooover Commisssion” focussed on the need for ooversight aand consolidation of sspecial disttricts, whereass the “Commmission on LLocal Goverrnance for tthe 21st Cenntury” focused on the need for regioonal planninng to ensurre adequatee and efficieent local govvernmentall services aas the Californiia populatioon continues to grow. Little Hooverr Commiission In Maay 2000, the Little Hooover Commiission releaased a reporrt entitled SSpecial Districts: Relics off the Past oor Resourcees for the FFuture? Thhis report foocused on governancee and financiall challengess among inndependentt special diistricts, andd the barriers to LAFFCo’s pursuit of district cconsolidatioon and disssolution. Thhe report raaised the cooncern thatt “the underlyiing patchwwork of sppecial disttrict goverrnments haas becomee unnecesssarily redundaant, inefficieent and unacccountable.”” In paarticular, thhe report raised conceern about aa lack of viisibility andd accountabbility among ssome indepeendent speccial districtss. The reporrt indicatedd that many special disttricts hold exccessive reseerve funds and some receive queestionable property taax revenue.. The report expressed cooncern about the lack of financiall oversight of the distrricts. It asseerted that finaancial reporrting by special districtts is inadequate, that ddistricts are not required to submit ffinancial infformation too local elected officialss, and conclluded that ddistrict finaancial informattion is “larggely meaninngless as a tool to evaluuate the effeectiveness aand efficienncy of services provided by districts, or to make compaarisons withh neighborring districtts or services provided thhrough a citty or countyy.”1 1 Little Hooover Commission, 2000, page 224. LAFCO && MSRS cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 14 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The report questioned the accountability and relevance of certain special districts with uncontested elections and without adequate notice of public meetings. In addition to concerns about the accountability and visibility of special districts, the report raised concerns about special districts with outdated boundaries and outdated missions. The report questioned the public benefit provided by health care districts that have sold, leased or closed their hospitals, and asserted that LAFCos consistently fail to examine whether they should be eliminated. The report pointed to service improvements and cost reductions associated with special district consolidations, but asserted that LAFCos have generally failed to pursue special district reorganizations. The report called on the Legislature to increase the oversight of special districts by mandating that LAFCos identify service duplications and study reorganization alternatives when service duplications are identified, when a district appears insolvent, when district reserves are excessive, when rate inequities surface, when a district’s mission changes, when a new city incorporates and when service levels are unsatisfactory. To accomplish this, the report recommended that the State strengthen the independence and funding of LAFCos, require districts to report to their respective LAFCo, and require LAFCos to study service duplications. Commission on Local Governance for the 21st Century The Legislature formed the Commission on Local Governance for the 21st Century (“21st Century Commission”) in 1997 to review statutes on the policies, criteria, procedures and precedents for city, county and special district boundary changes. After conducting extensive research and holding 25 days of public hearings throughout the State at which it heard from over 160 organizations and individuals, the 21st Century Commission released its final report, Growth Within Bounds: Planning California Governance for the 21st Century, in January 2000.2 The report examines the way that government is organized and operates and establishes a vision of how the State will grow by “making better use of the often invisible LAFCos in each county.” The report points to the expectation that California’s population will double over the first four decades of the 21st Century, and raises concern that our government institutions were designed when our population was much smaller and our society was less complex. The report warns that without a strategy open spaces will be swallowed up, expensive freeway extensions will be needed, job centers will become farther removed from housing, and this will lead to longer commutes, increased pollution and more stressful lives. Growth Within Bounds acknowledges that local governments face unprecedented challenges in their ability to finance service delivery since voters cut property tax revenues in 1978 and the Legislature shifted property tax revenues from local government to schools in 1993. The report asserts that these financial strains have created governmental entrepreneurism in which agencies compete for sales tax revenue and market share. The 21st Century Commission recommended that effective, efficient and easily understandable government be encouraged. In accomplishing this, the 21st Century 2 The Commission on Local Governance for the 21st Century ceased to exist on July 1, 2000, pursuant to a statutory sunset provision. LAFCO & MSRS cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 15 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW Commisssion recommmended coonsolidationn of small, inefficient or overlappping proviiders, transparrency of muunicipal service deliverry to the peeople, and aaccountabillity of muniicipal service pproviders. TThe sheer nnumber of sppecial distrricts, the repport assertss, “has provvoked controveersy, includding several legislative attempts too initiate district conssolidations,””3 but cautionss LAFCos thhat decisionns to consolidate distrricts shouldd focus on tthe adequacy of services,, not on the number of districts. Growwth Within BBounds statted that LAAFCos cannoot achieve thheir fundammental purpposes without a compreheensive knowwledge of thhe services aavailable wiithin its couunty, the currrent efficienccy of providding servicee within varrious areass of the couunty, futuree needs for each service, and expansion capaciity of each service proovider. Commprehensivve knowledgge of water annd sanitary providers, the report argued, woould promoote consoliddations of wwater and saniitary districcts, reduce wwater costs and promoote a more ccomprehenssive approaach to the use of water rresources. FFurther, the report assserted thaat many LAAFCos lack such knowleddge and shoould be reqquired to conduct succh a revieww to ensuree that muniicipal services are logicallly extended to meet Callifornia’s future growthh and development. MSRss would reqquire LAFCoo to look brroadly at alll agencies wwithin a geeographic reegion that provvide a partiicular municcipal service and to exaamine conssolidation orr reorganizaation of servicce providerss. The 21st Century Coommission rrecommendded that thee review incclude water, wwastewater,, and otherr municipal services thhat LAFCo judges to bbe important to future ggrowth. Thee Commissiion recommmended thaat the serviice review be followeed by consoliddation studies and bee performeed in conjunction wiith updates of SOIs. The recommendation wwas that servvice reviewws be designned to makee nine deterrminations, each of which was incoorporated verbatim iin the subsequently adopted leegislation. The legislatuure since connsolidated tthe determinations intoo six requireed findings.. MUNICIPAL SSERVICEES REVIEW LEGGISLATIOON The Cortese-Knox-Hertzberg Local Goovernment Reorganizaation Act off 2000 requires LAFCo rreview and update SOIs not less than everyy five yearss and to reeview muniicipal services before uppdating SOIIs. The reqquirement ffor servicee reviews aarises fromm the identified need for a more coordinated aand efficiennt public seervice struccture to suppport Californiia’s anticipaated growthh. The servvice review provides LLAFCo with a tool to sstudy existing and futuure public service cconditions comprehennsively annd to evaluate organizaational optioons for accoommodatingg growth, ppreventing uurban sprawwl, and ensuuring that critiical servicess are providded efficienttly. Effecctive Januarry 1, 2008,, Governmeent Code §56430 requires LAFCCo to conduuct a review of municippal servicess provided in the couunty by reegion, sub-rregion or oother designatted geograpphic area, ass appropriatte, for the sservice or seervices to bbe reviewedd, and prepare a written sttatement off determinattion with reespect to eacch of the folllowing topiics:  GGrowth and population projectionss for the affeected area;  TThe location and characcteristics of any disadvaantaged uniincorporateed communiities wwithin or conntiguous to the SOI; 3 Commission on Local Govvernance for thhe 21st Century, 2000, page 70. LAFCO && MSRS cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 16 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW  Present and planned caapacity of ppublic faciliities and addequacy of public servvices, inncluding innfrastructure needs orr deficienccies (includding needs or deficienncies reelated to seewers, municipal and industrial wwater, and sstructural fiire protectioon in any disadvanntaged, uninncorporatedd communitties within oor contiguous to the spphere of influence);  Financial abiility of agenncies to provvide servicees;  Sttatus of, andd opportuniities for shaared facilitiees;  AAccountabiliity for commmunity servvice needs, including ggovernmental structuree and operational eefficiencies;; and  AAny other mmatter relatted to effecttive or efficcient servicce delivery, as requireed by coommission policy. MUUNICIPAL SERVIICES REVIEW PPROCESSS For local agenciees, the MSR process invvolves the foollowing steeps:  OOutreach: LAAFCo outreaach and expplanation off the projectt  DData Discoveery: providee documentts and respoond to LAFCCo questionss  MMap Revieww: review and commennt on LAFCoo draft mapp of the ageency’s bounndary and sphere oof influence  Profile Revieew: internal review andd comment on LAFCo ddraft profilee of the agenncy  Public Revieww Draft MSRR: review aand commennt on LAFCoo draft MSRR  LAFCo Heariing: attend and providee public commments on MSR MSRss are exemmpt from CCalifornia EEnvironmenntal Qualityy Act (CEQQA) pursuannt to §15262 (feasibility or planninng studies) or §15306 (informatioon collectioon) of the CCEQA Guidelinnes. LAFCo’’s actions tto adopt MSSR determinnations aree not considdered “projects” subject tto CEQA. The MMSR processs does not require LAAFCo to initiiate changees of organiization baseed on service rreview findings, only tthat LAFCo identify pootential goveernment structure opttions. Howeverr, LAFCo, other locaal agencies, and the public may subsequuently usee the determinnations to analyze prospective cchanges of organizatioon or reorgganization oor to establishh or amendd SOIs. Withhin its legall authorizattion, LAFCoo may act wwith respectt to a recommended channge of organnization or reorganizattion on its own initiattive (e.g., ceertain types of consolidations), or in rresponse to a proposal (i.e., initiated by resoluution or pettition by landoowners or reegistered vooters). Oncee LAFCo hass adopted thhe MSR detterminationns, it must uupdate the SSOIs for onee city and eighht independent districts. The LLAFCo Commmission deetermines and adoptss the spheres of influencee for each aagency. A CCEQA determmination is made by LLAFCo on a case- by-case bbasis for eaach sphere oof influence action andd each changge of organiization, oncce the proposed project characterisstics are ssufficiently identified to assess environmental impacts. LAFCO && MSRS cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 17 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW SPHERE OF INNFLUENCCE UPDAATES The CCommissionn is chargedd with develloping and uupdating thhe Sphere off Influence ((SOI) for each city and special districct within thee county.4 An SOOI is a LAFCCo-approvedd plan that designates an agency’ss probable ffuture bounndary and servvice area. Spheres arre planningg tools usedd to providde guidancee for indivvidual boundarry change prroposals annd are intennded to encoourage efficcient provisiion of organnized communnity servicees and prevvent dupliccation of seervice delivvery. Terriitory cannoot be annexedd by LAFCo tto a city or ddistrict unleess it is withhin that agenncy's sphere. The purposes oof the SOI include thee following:: to ensuree the efficieent provisioon of services,, discouragge urban spprawl and ppremature conversionn of agriculltural and open space lannds, and preevent overlaapping jurissdictions annd duplicatioon of servicces. LAFCCo cannot rregulate lannd use, dictaate internall operationns or adminnistration off any local ageency, or set rates. LAFCo is empowered to ennact policiees that indirrectly affectt land use deciisions. On aa regional llevel, LAFCo promotess logical annd orderly development of communnities as it considers and decides individuual proposaals. LAFCoo has a role in reconciliing differennces between agency plans so tthat the moost efficient urban service arrangemments are created for tthe benefit oof current aand future aarea residennts and propperty owners. The Cortese-Knox-Hertzberrg (CKH) AAct requires to developp and deterrmine the SOI of each locaal governmental agenccy within thhe county annd to revieww and updaate the SOI eevery five yearrs. LAFCos are empowwered to adopt, updatee and amend the SOI. They may ddo so with or without ann applicatioon and anyy interestedd person mmay submitt an applicaation proposinng an SOI ammendment. While SOIs are required too be updatted every fiive years, aas necessaryy, this doess not necessarrily define the planninng horizon of the SOI. The termm or horizoon of the SOI is determinned by eachh LAFCo. Inn the case oof Plumas LLAFCo, the CCommissionn’s policies state that an aagency’s neaar term SOI shall generrally includee land that is anticipateed to be annnexed within thhe next five years, whille the agenccy’s long-terrm SOI shall include lannd that is wwithin the probbable growth boundaryy of an agenncy and therrefore anticipated to bee annexed in the next 20 yyears. LAFCCo may reccommend ggovernmentt reorganizzations to pparticular agencies inn the county, uusing the SOOIs as the baasis for thosse recommeendations. In deetermining the SOI, LAAFCo is reqquired to ccomplete ann MSR and adopt the nine determinnations prevviously disccussed. In addition, in adopting or amending an SOI, LAFCo mmust makee the following determinnations:  Present and planned laand uses in the area, iincluding aggricultural and open-sspace laands; 4 The initiaal statutory mandate, in 1971, imposed no ddeadline for commpleting spherre designationss. When most LLAFCos failed to actt, 1984 legislatiion required all LAFCos to estaablish spheres oof influence by 11985. LAFCO && MSRS cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 18 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  Present and probable need for public facilities and services in the area;  Present capacity of public facilities and adequacy of public service that the agency provides or is authorized to provide;  Existence of any social or economic communities of interest in the area if the Commission determines these are relevant to the agency; and The CKH Act stipulates several procedural requirements in updating SOIs. It requires that special districts file written statements on the class of services provided and that LAFCo clearly establish the location, nature and extent of services provided by special districts. By statute, LAFCo must notify affected agencies 21 days before holding the public hearing to consider the SOI and may not update the SOI until after that hearing. The LAFCo Executive Officer must issue a report including recommendations on the SOI amendments and updates under consideration at least five days before the public hearing LAFCO & MSRS cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 19 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 33. MSSR A RR EA This chapter proovides an ooverview off Plumas Coounty growtth and deveelopment. FFor a detailed descriptionn of each loccal agency, pplease referr to the agenncy-specificc chapters of this report. While not geogrraphically sppecific, this review covvers servicee providers generally ffound in the Inndian Valleey and Quinncy areas oof Plumas CCounty. Thhe agenciess reviewed here extend ffrom the Laa Porte areaa in the souuthwest to tthe Indian VValley area in the centter of northernn Plumas Coounty. The MSR area iincludes thee communities of La PPorte, Cromberg, Long Vaalley, Greennhorn, Meaadow Valleyy, Bucks LLake, Quinccy, Greenvillle, Taylorssville, Crescentt Mills, Indian Falls, annd Genesee. The MSR aarea also enncompassess a large portion of the Plumas National Forest. Plummas County is located nnear the norrtheast cornner of Califoornia, where the Sierraa and the Casccade mountains meet. The Featheer River, witth its severral forks, floows throughh the County. Quincy, thee unincorporated countty seat, is abbout 80 milles northeasst from Orooville, Californiia, and abouut 85 miles from Lake Tahoe and Reno, Nevaada. Plumass borders Laassen County iin the northh and east, SSierra Countty in the souuth, Butte aand Tehamaa Counties in the west, Yuuba County iin the southhwest, and SShasta Counnty in the noorthwest. Appproximateely 70 percent of the Counnty is coverred with Naational Forests. The onnly incorporrated city inn the County is the City off Portola. GRROWTH && POPUULATIONN PROJECTIONS This section reeviews poppulation annd economiic growth, the job-housing balance, projected growth, and growth aareas. Historrical Growth Therre were 20,8824 residennts in Plumaas County, aas of the 2000 Census. The populaation in the uunincorporaated commuunities wass 18,597, ccomposing 89 percentt of the Coounty population. Sincee 2000, thee 2010 Cennsus showeed that thee countywidde populatiion experieenced negativee growth of almost fourr percent, frrom 20,8244 to 20,007 iin 2010. Thhe population in the uninncorporatedd communitties decreassed from 188,597 to 17,,903 over tthis time peeriod. Annuallyy, the entiree County aveeraged 0.2 ppercent neggative popullation growtth. Based on annual populationn estimates released byy the Califorrnia Departtment of Finnance (DOF), the populatiion growth rate in uniincorporateed Plumas CCounty has been beloww the statewidde growth rrate for the last 13 yeaars. In moree recent years, since the 2010 Ceensus was conducted, the DOF estimaates that Plumas Countty has expeerience an aannual decline in population averagiing 0.6 perrcent each of the lasst three yeears (2010 to 2013). By comparison, the staatewide poppulation greew by an avverage of 0..6 percent dduring the ssame time perriod. MSR AREEA cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 20 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW Developmentt Residenttial Developpment Figure 33-1: New Reesidential BBuilding Permits, 2000-2012 The number of new residenttial permits issued in unincorpporated Plumas County peaked in 2005 at 337 andd has sincee declined to 35 in 2010 and reebounded to 44 in 2011 then reached a low of 23 in 2012, as shown in Figuree 3-1. All ppermits, exxcept for one, in the County iin the last ten years were isssued for single-faamily buildings. One permit, issued in thhe City of Portola iin 2002 wass for a two uunit buildingg. Population Projectioons Countywwide Popuulation projections for the Countyy vary depennding on thhe data source that is uused. Countywwide projecttions are mmade by thee Departmeent of Finannce (DOF), Plumas Coounty Planningg Department, and the PPlumas Couunty Transpportation Coommission. Figure 3-2: Countywide DOOF Populatioon Projectioons In 20013, the Callifornia Departmment of FFinance (DOF) rreleased updated population projections for the Statee and each ccounty. The DOF projectioons for Plumas County apppear to more conservvatively project llimited groowth in the Counnty over thhe next 15 yearrs, and a slight decline in populattion in later yeaars throughh 2060. The population is aanticipated tto hover aroound 20,0000 residentss over the nnext 4.5 decades. The DOFF projections through 22060 are shoown in Figuure 3-2. The County is ccurrently inn the proceess of updaating its Geeneral Plan.. As part of the Housing Element tthat was uupdated in 2010, Pluumas Countty includedd a chapteer on MSR AREEA cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 21 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW population trends and projections. All projections were done by the Planning Department. The growth patterns of the last few years are expected to continue until new circumstances shape growth. Most population growth is anticipated to occur in the Almanor, Mohawk and Sierra Valley areas. These areas are primarily influenced by recreational development and proximity to out-of-County employment. The County projects that the unincorporated county population will grow by nine percent between 2010 and 2020, which equates to an average annual growth rate of 0.9 percent. The County does not make projections beyond 2020 in the Housing Element. According to the Plumas County Transportation Commission, Plumas County has experienced slow growth (population increases at less than 0.1 percent per year on the long-term average) in population and employment over the past two decades and is forecast to continue this trend through 2030. The 2010 Regional Transportation Plan makes population projections based on projections previously developed by the Department of Finance. These projections conservatively anticipate an annual growth rate of 0.06 percent countywide through 2030. A comparison of the annualized growth rates through 2030 for each of the projection methods discussed is shown in Table 3-3. Figure 3-3: Annualized Growth Projections by Method Method 2010-2020 2020-2030 DOF Projections 0.40% -0.10% County Projections 0.9% No Projections Plumas County Transportation Commission 0.06% 0.06% MSR AREA cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 22 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Tourism Figure 3-4: Transient Occupancy Tax Revenue, FYs 02-11 Plumas County has become a $1,400,000 tourist destination for outdoor activities, sports and recreation. $1,200,000 The peak tourist season is during $1,000,000 summer when part-time residents $800,000 and short-term tourists can more $600,000 than triple the population of the $400,000 area. Tourism throughout Plumas $200,000 County has for the most part remained fairly constant over the $- last decade as indicated by the transient occupancy tax (TOT) revenue reported by the County. In FY 09-10, there was a slight dip in TOT revenue, indicating a small decline in tourism. However, in FY 10-11, it appears that tourism is on the rise again. MSR AREA 23 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 44. C RES CEEN T MMI L LLS C EE M ETT E RY D ISST R ICCT Cresccent Mills CCemetery Diistrict (CMCCD) providees cemeteryy related serrvices, incluuding intermennt of casketts and cremmated remaiins and maiintenance oof grounds, to the residdents of Cresceent Mills. AGENCYY OVERVVIEW Backgground While the Cresccent Mills CCemetery wwas in operration priorr to the 1900s, CMCD was officiallyy formed as an indepenndent speciaal district onn January 311, 1963.5 The principal acct that goveerns the Diistrict is thee Public Ceemetery Disstrict Law.6 The principaal act authoorizes the ddistrict to own, operatte, improve,, and mainttain cemeteeries, provide interment services within its booundaries, aand to sell interment accessoriess and replacemment objectss (e.g., buriaal vaults, linners, and floower vases). Although the districtt may require and regulaate monuments or maarkers, it iss precludedd from sellling them. The principaal act requirres the distrrict to mainntain cemetteries owneed by the diistrict.7 Thee law allows tthe district to inter noon-residentts under ceertain circuumstances.8 Districts must apply annd obtain LLAFCo apprroval to exxercise latennt powers or, in otheer words, tthose services authorizedd by the prinncipal act buut not provided by the ddistrict at thhe end of 20000.9 CMCDD is located in the nnorth centraal section oof the Counnty, and enncompassess the western part of Indiian Valley inncluding thee communitty of Cresceent Mills. Boundarries CMCDD’s boundaary is entireely within PPlumas Couunty. The bboundary arrea includess the communnity of Creescent Millls. CMCD’s northern boundary begins sooutheast off the communnity of Greeenville and runs east juust past SRR 39. The eaastern bounndary contiinues south/soouthwest ennding westt of the commmunity off Taylorsvillle. The southern bounndary continuees straight wwest, endingg northeast of the commmunity of Inndian Falls, right arounnd SR 89. The western booundary conntinues straaight due noorth, finishiing southeaast of Greennville. CMCD iss adjacent to two othher cemeterry districts in the Couunty—Greenville Cemeetery 5 State Boarrd of Equalization Plumas Counnty Index Sheett. 6 California Health and Saffety Code §90000-9093. 7 California Health and Saffety Code §90400. 8 Non-residdents eligible ffor interment aare described in California Heealth and Safetty Code §9061, and include fformer residents, ccurrent and forrmer taxpayerss, family membbers of residentts and former residents, famiily members off those already burried in the cemmetery, those wiithout other cemetery alternaatives within 155 miles of theirr residence, andd those who died wwhile serving in the military. 9 Governmeent Code §568224.10. CMCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 24 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW District to the north/northwest and Taylorsville Cemetery District to the east/southeast. The District’s boundaries encompass approximately 14 square miles. 10 Since formation there have been no annexations or detachments to CMCD. Sphere of Influence CMCD’s Sphere of Influence (SOI) was first established on November 10, 1976.11 At that time, the SOI was made coterminous with the District’s boundaries. There have been no changes to the SOI since it was established. Extra-territorial Services The District does not provide cemetery services outside of its bounds, nor does it provide services to non-residents. 12 Areas of Interest The District did not identify any areas of interest. 10 Total agency area calculated in GIS software based on agency boundaries as of June 2014. The data is not considered survey quality. 11 LAFCo Resolution No. 76-55. 12 As per CMCD President, Kerry Wright, October 27, 2014. CMCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 25 34 35 N O Y N 3 Main Street ^` Gre 2 enville 1 6 5 4 U N T' S C A 3 H Hideaway Road Crescent Street V A L L S tan E Y 10 n d Valley R oa d 11 dart M ine R o ad 12 UV 8 F 9 orgay Road 7 8 9 10 u o R 15 14 13 18 17 16 15 Stampfli Lane UV 89 Carter Street ^` 22 23 24 19 20 21 22 Crescent Mills 27 26 25 30 Arlington Road 29 28 27 34 35 36 31 32 33 34 UV 89 3 2 1 6 5 4 3 10 11 12 7 8 9 10 Legend Crescent Mills Cemetery District Resolution: Highways Formed: January 31, 1963 Major Roads ² Sectional Grid (MDB&M) Crescent Mills Cemetery District Stream / River Resolution: Waterbodies Adopted: 0 0.1250.25 0.5 0.75 1Miles Source: Plumas LAFCo Map Modified 1/28/2015 htroN 62 pihsnwoT Crescent Mills Cemetery District Range 9 East Range 10 East Crescent Mills Cemetery District Plumas County Location Map (Not to Scale) Crescent Mills Cemetery District Parcels Crescent Mills Cemetery District Sphere of Influence ^` Communities PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance Crescent Mills Cemetery District is governed by a three-member Board of Directors who are appointed by the County Board of Supervisors to four-year terms. There are presently no vacancies on the Board. Current board member names, positions, and term expiration dates are shown in Figure 4-2. The District did not provide specific details about board meetings including when, where and how often they are held. District representatives did note that the Board is small, as is the community, suggesting that frequent meetings are not necessary and when board members need to be in touch, it is easy to do so. As such, it is concluded that meeting agendas and minutes are perhaps not generated, or if they are, not posted publically. Figure 4-2: Crescent Mills Cemetery District Governing Body Crescent Mills Cemetery District Governing Body Name Position Term Ends Kerry Wright President 2015 Members Kay North Director 2017 David Wright Director 2017 Manner of Selection Appointed Length of Term 4 years Meetings N/A N/A Agenda Distribution N/A Minutes Distribution N/A Contact Contact Kerry Wright Mailing Address P.O. Box 55, Crescent Mills, CA 95934 Phone 530-284-7853 Fax N/A Email/Website KERRYNPEYTON@FRONTIERNET.NET Besides the required agendas and minutes, the District stated they do public reach out once per year to request assistance for the yearly cemetery clean up. CMCD does not maintain a website where information is made available to the public. CMCD did not provide information about how complaints are submitted and handled by the District. The District noted that to its knowledge there have been no complaints submitted.13 Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the 13 As per CMCD President, Kerry Wright, October 27, 2014. CMCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 27 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW filing officer for the independent special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. No information was provided about whether each of the board members has filed the required Form 700s for 2013. Crescent Mills Cemetery District demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo. While the District responded to the questionnaires, limited details were provided and request for documents were not answered. Planning and Management Practices The District does not have any employees. As noted, the District requests help from the community of Crescent Mills once a year for cemetery clean up efforts. Since the District does not have any employees, it does not conduct regular staff evaluations, track employee workload, or review district performance. The District’s finances are managed and tracked through the County. The District does not conduct audits nor does it adopt annual budgets. CMCD has not compiled any other planning documents such as a master plan. Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the county auditor. These budgets are to be filed and made available on request by the public at the county auditor’s office. All special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or five-year schedule.14 In the case of CMCD, the Board of Supervisors has approved a five- year auditing schedule. The District does not appear to comply with either of these requirements. The District should ensure it is meeting the adopted audit requirements as determined by the Board of Supervisors and submitting budgets annually to the County as legally required. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District has complied with this requirement. Existing Demand and Growth Projections Crescent Mills has residential, commercial and industrial zones, with some surrounding rural environment zones. The majority of this land is privately owned. Population Based on GIS analysis of 2010 Census data, there are 373 permanent residents within the District. 14 Government Code §26909. CMCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 28 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Existing Demand The District reported that demand for services is rarely static, and is always in flux. The District handled zero burials in 2012 and 2013. Projected Growth and Development While CMCD does not conduct formal demand forecasting, trends and anticipations are that demand for services will be steady, thus, the District anticipates no significant change in demand in the short term. The District reported that there are no current or planned residential or commercial developments within the district. The State Department of Finance (DOF) projects that the population of Plumas County will grow by five percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.5 percent. Based on these projections, the District’s population would increase from 373 in 2014 to approximately 392 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. Financing CMCD reported that to its knowledge, it does not have any funds. It does not appear that the District is actively providing services; therefore, the lack of funds does not have any impact on the district. In FY 14, the District’s revenue was under $1 and consisted of interest. The District did not provide any information on district fees for services. In FY 14, the District appears to not have had any expenditures. CMCD does not have any long-term debt. The District does not have a formal policy of maintaining a reserve fund balance for contingencies. At the end of FY 14, CMCD maintained a cash balance of $511. The District did not provide any information on an endowment care fund other than to note they do not charge the legally required endowment fee. Cemetery districts are required to establish an endowment care fund and may only use the interest of the fund to finance the care of the facilities.15 CMCD does not participate in any joint financing. 15 Health and Safety Code §9065. CMCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 29 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW CCEMETERY SERVVICES Servicce Overvview CMCDD provides cemetery related serviices, includiing intermeent of caskets and cremmated remains and mainteenance of grrounds. Staffing The DDistrict does not have aany employees. Facilities andd Capacity The DDistrict offeers services at one cemeetery facilittyy within its bounds. The aacreage andd condition oof Crescent Mills Cemeetery was noot provided.. Infrasstructurre Needs At prresent, the District repported that there are nno significaant infrastruucture needds or deficienccies. Challeenges No pparticular chhallenges too providingg adequate service levvels were iddentified byy the District. Servicce Adequacy The ffollowing are indicatorrs of servicce adequacyy for cemettery districtts, as defineed by law or bbest practicces. In some areas Creescent Millss Cemeteryy District mmeets or excceeds service sstandards ffor adequatte services, while other aspects could be improved upoon as shown bbelow.  DDistricts that provide mmaintenancee services oon a year-roound basis ttend to be tthose wwith larger populationns and prooperty tax bases. Thoose that provide minnimal mmaintenancee tend to bbe those wwith smallerr populatioons and lesss propertyy tax. Crescent Mills Cemeterry District provides mmaintenancee services oonce a yeaar via volunteers.  HHealth and SSafety Code §9068 requuires cemeteery districtss to have noon-residentt fees. Crescent Mills Cemeteryy District dooes not offerr plots to noon-residents whatsoever.  HHealth and SSafety Codee §9065 reqquires cemeetery districcts to have an endowmment feee. Crescentt Mills Cemeetery Districct does not ccharge an eendowment fee.  AAccording too Health andd Safety Code §8738, aa minimumm endowmennt care fee must be $4.50 perr plot squarre foot. Crescent Mills Cemetery District doees not meett this reequirementt.  Cemetery diistricts can legally proovide serviices to nonn-residents if the deceeased saatisfies the eligibility requirementts of a non-district resiident per Health and Safety CMCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 30 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Code §9061, and the non-resident fee is paid. The principal act limits interments at cemetery districts to residents, former residents who purchased plots when they were residents, property taxpayers in district bounds, former property taxpayers who purchased plots, eligible non-residents, and the family members of any of the above. By not allowing non-residents to purchase a plot, CMCD is compliant with legal constraints on the burial of non-residents.  In order to adequately plan for existing and future demand and capacity needs, cemeteries track the number of interments annually. CMCD tracks the number of annual burials. CMCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 31 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW CRESCENT MMILLS CCEMETERRY DISTTRICT DETERMIINATIONNS Growtth and PPopulatiion Projjectionss  TThere are aapproximateely 373 ressidents witthin Crescennt Mills Ceemetery Disstrict (CCMCD).  OOver the paast decade the District has not eexperiencedd a significcant increasse in population.  NNo or slow ggrowth is expected withhin the Distrrict. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  TThe District rreported thhere were noo burials in 2012, 20133 and 2014.  DDetails about the capaciity of Cresceent Mills Cemmetery werre not proviided.  AAt present, thhe District rreported that there aree no significcant infrastrructure needs or deficiencies wwith regardd to the one cemetery.  Itt is unclear how the Diistrict would manage aa burial if itt were to arrise. The Disstrict has no revennue stream aand it is uncclear what tthe fee is forr a burial att the cemeteery. Financial Abiility of Agenciees to Proovide Seervices  TThe District reports thaat current ffinancing leevels are addequate to deliver serrvices however; CMMCD has nno revenuee sources aand does nnot appear to be acttively providing services. Statuss of, andd Opporrtunities for, Shhared Faacilitiess  TThe District does not share facilities.  Sharing resoources withh other cemmetery distrricts may pprovide an opportunityy for immproved effficiency andd decreased costs. CMCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 32 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  The District demonstrated minimal accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo. The District was unable to provide a portion of the requested information.  It appears that the District does not conduct the required outreach activities, such as agendas and minutes. Additionally, it is likely that the District is not meeting a minimum of 4 times a year as required by its principal act.  CMCD may consider the following governance options: merging with another cemetery district or dissolving the district, as it does not appear to be actively providing services to the constituents within its bounds. Consolidation of cemetery districts in Plumas County in some manner is a potential option to address financing issues, lack of interest in board activities, and concerns of failure to operate within legal requirements for a public entity. CMCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 33 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 55. CRRES CEEN T M I L LLS H II G H WWAY L I GHHT I NG D I SST R IICT Cresccent Mills HHighway Ligghting Distrrict (CMHLDD) providess street lighhting servicces in the community of CCrescent Miills. This is the first Muunicipal Serrvice Revieww (MSR) for the District. AGENCYY OVERVVIEW Backgground CMHLD was formed in 19947, as a ddependent special disstrict16 of the County. The purpose of the formmation was to provide lighting serrvice on andd around thhe public streets and highhways of Creescent Millss. The principal acct that goveerns the Disstrict is thee State of CCalifornia Hiighway Lighhting District AAct17. The act empowers highwayy lighting districts to innstall and mmaintain a sstreet lighting system on ppublic highwways withinn the districtt for the bettter protecttion of the ppublic travelingg thereon. HHighway ligghting distrricts have authority to install the lighting syystem and conttract for serrvice. CMHLD is located 3.5 milees southeast of Greenvville. The only other hhighway lighhting district iin the Countty is the Quiincy HLD sittuated to thhe southeastt of CMHLD. Boundarries The District’s boundariess are entiirely withiin Plumas County aand encommpass approximmately 0.3 ssquare miless. The District’s boundaaries are deepicted in Fiigure 7-1. There haave been noo annexationns to or detaachments frrom the Disttrict since itts formationn. Sphere oof Influence The DDistrict hass not had ann SOI adoptted by LAFCCo. The Commmission wwill adopt ann SOI for the DDistrict during the SOI uupdates following the ccompletion of this MSRR. Extra-territorial Seervices The DDistrict does not providde lighting sservices outtside of its bboundaries. 16 BOS records 0036. Formmation date is frrom Board of Eqqualization recoords. 17 Governmment Streets & HHighways Code §§19000-19328.. CMHLD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 34 13 18 UV 89 Crescent Mills 19 24 Old Green Mountain Road W Ca ill r o te w r S S tr t e r e e t et A S l c d h e o r o l S S t t r r e e S e o e t b t rero Way Crescent S S t t r r e e e e t t Main Old Wagon Road 25 30 Legend Crescent Mills Lighting District Resolution: Highways Parcels Formed: January 6, 1947 Major Roads ² Crescent Mills Lighting District Sectional Grid (MDB&M) Stream / River Resolution: (No Sphere of Influence) Waterbodies Adopted: 0 165 330 660 990 1,320Feet Source: Plumas LAFCoMap Created 12/24/2013 htroN 62 pihsnwoT Crescent Mills Lighting District Range 9 East Range 10 East Crescent Mills Lighting District Plumas County Location Map (Not to Scale) Crescent Mills Lighting District Crescent Mills Lighting District No Sphere of Influence PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Areas of Interest The District did not identify any areas of interest. Accountability and Governance CMHLD is governed by a governing body consisting of the five Supervisors of the Plumas County Board of Supervisors. Board members are elected by supervisorial districts and serve staggered four-year terms. Current governing board members are Terry Swofford, Kevin Goss, Sherrie Thrall, Lori Simpson, and Jon Kennedy.18 The Governing Board meets on the first three Tuesday mornings of every month in the Courthouse Board of Supervisors’ Chambers. The Governing Board meeting agendas are a part of the Board of Supervisors’ agendas and are posted on the Plumas County website. Governing Board meeting minutes are also available on the Plumas County website. The regular meetings of the Board are live streamed over the internet. Board meeting minutes are archived on the Plumas County website. Figure 5-2: Crescent Mills HLD Governing Body Crescent Mills Highway Lighting District Governing Body Name Position Term Ends Terry Swofford District 1 2016 Members Kevin Goss District 2 2016 Sherrie Thrall District 3 2018 Lori Simpson District 4 2016 Jon Kennedy District 5 2014 Manner of Selection Election Length of Term 4 years First three Tuesdays of every Supervisors Board Room, Meetings month County Court House in Quincy Agenda Distribution Posted on County’s website Minutes Distribution Posted on County’s website Contact Contact Robert Perreault, Manager (County Engineer) Mailing Address 555 Main Street, Quincy, CA 95971 Phone 530-283-6268 Fax Email/Website bobperreault@countyofplumas.com Plumas County makes available its budget, general plan, emergency operations plan and other documents on its website. No information about CMHLD is presently available on the County website but the Engineering Department staff has initiated construction of a 18 Jeffery Engel is District 5 County Supervisor Elect and will begin his term January 2015. CMHLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 36 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW webpage for CMHLD. CMHLD does not make additional outreach efforts to the public regarding street lighting services, besides publishing the legally required agendas and minutes. Complaints pertaining to a lighting outage or bulb replacement are directly submitted to the Pacific Gas & Electric Company (PG&E), which maintains the street lights and provides electricity for operation of the lights. Occasionally, the Sheriff or the California Highway Patrol (CHP) officers report lighting malfunctions to PG&E, which handles the repairs or replaces the lights, once notified. All other complaints are to be directed to the County Engineer. The District received no complaints in 2012. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the independent special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. However, because the District’s governing consists of the Board of Supervisors, the County Clerk of the Board acts as the filing officer and maintains copies of each Supervisor’s Form 700 submittals. Each of the board members have filed the required Form 700s for 2013. Engineering Department staff is responsible for maintaining Form 700 submittals for others. Crescent Mills HLD demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo. The District responded to the questionnaires and cooperated with the document requests. Planning and Management Practices The Plumas County Engineer manages the District, utilizing staff of the Engineering Department. The County Engineer who acts as the general manager of the District is supported by two other county staff who prepare engineering reports and pay bills. About one to one and a half hours a month are spent regularly on district management. Additional staff time is dedicated as needed. CMHLD contracts with PG&E for light system maintenance, but the District has no record of the original agreement. County employees are evaluated at a minimum of once a year. County employees track hours worked for CMHLD in a timesheet. The District reports that it does not perform formal evaluations of overall district performance or the contract service provider (PG&E), such as benchmarking or annual reports. Incidents are reportedly addressed as they arise. The District’s financial planning efforts include an annually adopted budget. The District’s financial statements are completed by the County and are not audited individually, but are combined with all other county finances in the County’s annual audit report. Capital improvements are budgeted in the annual budgets when necessary. The District does not adopt any other planning documents. Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the County Auditor. These budgets are to be filed and made available on request by the public at the county auditor’s office. Additionally, all special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has CMHLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 37 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW approved a biennial or five-year schedule.19 Because CMHLD is included as part of the County’s annual audit process, it is not required to submit a separate audit to the County Auditor. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District complied with this requirement for FY 12-13.20 Existing Demand and Growth Projections Land uses within the District are primarily suburban residential and recreational. The area within the District’s boundaries is approximately 0.3 square miles. Population Based on GIS analysis of 2010 Census data, there are 373 permanent residents within the District. Existing Demand The District reported that the number of streetlights in Crescent Mills had remained static and there were no new developments requiring additional lights. Projected Growth and Development The State Department of Finance (DOF) projects that the population of Plumas County will grow by five percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.5 percent. Based on these projections, the District’s population would increase from 373 in 2010 to approximately 391 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. The District does not anticipate growth in population and similarly in service demand in the next several years. The District indicated that any new major development would require additional streetlights. New subdivisions would have to pay for their own streetlights on private roads. The District reported that in the past it has generally had sufficient capacity to provide services; however, existing financing levels are constrained and limit the District’s ability to provide services. CMHLD would require additional funding in case of expansion. Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. 19 Government Code §26909. 20 State Controller’s Office website. http://sco.ca.gov/mobile/News/NewsDetail.aspx?id=67 CMHLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 38 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW In regards to governance structure alternatives, the District reported that a possibility of a countywide street lighting district is being considered. The formation of a countywide district would expand the base and give the County more control over new developments and opportunities for enhanced overall planning. The idea was discussed at several County Supervisor meetings. Depending on the structure of the proposed new district, if pursued by the County, formation would require a resolution of intent to form the district by the Board of Supervisors and application to LAFCo. The formation will also require an engineer’s report and voter approval on any proposed additional special tax to fund the new district.21 Financing CMHLD reported that the current financing level had been adequate to deliver services until last year, when the County Auditor started collecting a fee for support services of $300-$400, which created financial challenges for the District. The Plumas County Road Department has for a number of years (contingent on funding availability) agreed to pay 25 percent of the street lighting cost to any Plumas County district providing lighting services and making the request for funding. The amount has been paid entirely through the Road Funds. In the County’s FY 11-12 financial audit, the auditor identified two weaknesses to internal control, one of which was determined to be a material weakness and the other a significant deficiency. The material weakness occurred when the County recorded a prior period adjustment in the Solid Waste Planning and Operations fund to correct capital assets that had not been capitalized in prior years. The significant deficiency occurred when three buses were disposed of in a prior year without proper authorization and removal from the depreciation schedule. Neither of these deficiencies impact the operations of CMHLD. Total revenue for FY 13-14 was $2,852, which was comprised of 75 percent transferred funds from the County’s General Fund, 25 percent of property tax revenue, and a minor amount from use of money and property. Total expenditures for FY 13-14 amounted to $3,107 and included utilities (90 percent), overhead (nine percent) and, administration fees (one percent). The monthly charges paid to PG&E have remained constant. Expenditures exceeded revenues by $255 in FY 13-14. No funds have been budgeted for capital improvements in FY 14-15. The District did not have any long-term debt at the end of FY 13-14. CMHLD does not have a policy to maintain a certain level of financial reserves. CMHLD’s rollover balance at the end of FY 13-14 amounted to $542.91. The District’s reserve level has been declining over the last few fiscal years. 21 In November 1996, California voters passed Proposition 218, the “Right to Vote on Taxes Act”. This constitutional amendment protects taxpayers by limiting the methods by which local governments can create or increase taxes, fees and charges without taxpayer consent. Proposition 218 requires voter approval prior to imposition or increase of general taxes, assessments, and certain user fees. CMHLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 39 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District does not participate in any joint power authorities (JPA’s) but does participate in some joint financing through the Road Fund as discussed above. CMHLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 40 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW LIGHTTING SEERVICES Servicce Overvview CMHLD providees highwayy lighting seervices andd contracts with the Pacific Gass and Electric Company ((PG&E) for the installaation of neew lights, mmaintenancee and electrricity service. Staffing The PPlumas Couunty Engineeering Depaartment deddicates threee staff memmbers to disstrict managemment. The CCounty Enggineer acts as a generral managerr and is supported byy two county ppersonnel oon as-needeed basis. Ass previouslyy mentioneed, PG&E provides lighhting system mmaintenance under conntract. Plummas County AAuditor’s Office providdes paymentt and audit serrvices. Facilities andd Capacity The District’s infrastructuure consistss of an unknown nummber of ligghts located on Crescentt Mills streeets within CMMHLD bounndaries. Infrasstructurre Needs At prresent, the DDistrict repoorted that there were nno infrastruucture needs or deficienncies with reggard to the liighting systtem. Challeenges The pprimary chaallenge idenntified by thhe District iis the insuffficient fundding particuularly in compaarison to the limited exxpendituress of the Distrrict. Servicce Adequacy This section revviews indicators of serrvice adequuacy, includding numbeer of compllaints and repoorted challenges. The DDistrict repported that there were no complaaints in 2013. The repoorted challeenges include llimited finaancing. CMHHLD financing challengges must bee addressedd through a new financingg source or governancee structure rreorganizattion. CMHLD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 41 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW CRESCEENT MILLLS HIGHWAY LLIGHTINNG DISTRICT DETERRMINATIONS Growtth and PPopulatiion Projjectionss  AAs of 2010, tthe populatiion within CCrescent Millls Highwayy Lighting DDistrict (CMHHLD) wwas 373.  TThe number of streetligghts in Crescent Mills hhas remaineed static forr the last sevveral years and there are no pproposed deevelopmentts requiringg additional lights.  TThe Districtt does not anticipate growth in populationn and simiilarly in service demand in thhe next seveeral years. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  CMHLD has mmarginal caapacity to prrovide adeqquate street lighting serrvices. Althoough, no complainnts were repported in 22013, financcing continuues to be aa major conncern. Existing finaancing levelss from propperty taxes do not cover all costs associated with thhe street liighting servvices. Futurre capacityy expansionn would require increeased fuunding.  DDistrict stafff did not iddentify any particular infrastructuure needs iin regard too the lighting systeem. Financial Abiility of Agenciees to Proovide Seervices  TThe District reported thhat the current financcing level wwas not adeqquate to deeliver seervices.  CMHLD doess not have aany long-terrm debt or maintain a particular llevel of finaancial reeserves.  TThe District hhas experieenced a declining fund bbalance in rrecent yearss and the Coounty has had to cover expeenses with transfers ffrom the Coounty Geneeral Fund. The DDistrict is in need of a suustainable aand adequatte funding ssource. CMHLD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 42 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Status of, and Opportunities for, Shared Facilities  The District does not presently share facilities.  An opportunity for future facility sharing may be consolidation of all lighting services in the County under a single countywide lighting district. Such a consolidation may allow for more efficient sharing of County resources. Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  CMHLD demonstrated accountability in its disclosure of information and cooperation with Plumas LAFCo. The District responded to the questionnaires and cooperated with the document requests.  CMHLD has initiated a web presence. CMHLD does not conduct any constituent outreach in addition to the required agendas and minutes.  Governance structure options with regard to lighting services include the possibility of formation of a countywide lighting district. CMHLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 43 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 6 . GGR EEEN V ILLL E CC EM EET E RRY D ISST R ICCT Greenville Cemmetery Distrrict (GCD) provides ccemetery rrelated servvices, incluuding headstonnes, openinng and closiing graves aand mainteenance of grrounds, to the residennts of Greenvillle and the ssurroundingg area. Thiss is the Distrrict’s first MMunicipal Seervice Revieew. AGENCYY OVERVVIEW Backgground The DDistrict wass formed as an indepenndent speciaal district onn August 7, 1923. The principal acct that goveerns the District is thee Public Cemmetery Disttrict Law.22 The principaal act authoorizes the ddistrict to own, operatte, improve,, and mainttain cemeteeries, provide interment services within its booundaries, aand to sell interment accessoriess and replacemment objectss (e.g., buriaal vaults, linners, and floower vases). Although the districtt may require and regulaate monuments or maarkers, it iss precludedd from sellling them. The principaal act requirres the distrrict to mainntain cemeteeries ownedd by the disstrict.23 Thee law allows tthe district to inter noon-residents under certain circummstances.24 Districts must apply annd obtain LLAFCo apprroval to exxercise latennt powers or, in otheer words, tthose services authorizedd by the prinncipal act buut not provided by the ddistrict at thhe end of 20000.25 GCD is located iin the northh-northwestern cornerr of the Couunty, and encompasses the northernn part of Inddian Valley, including thhe communnities of Greenville and Canyon Damm. Boundarries GCD’s boundaryy is entirelyy within Plumas Counnty. The booundary arrea includess the communnities of Greeenville andd Canyon Daam. GCD’s noorthern bouundary is cooterminous with the counnty line that separates PPlumas fromm Lassen Coounty. The eeastern boundary contiinues directly south until just northh of the coommunity oof Taylorsviille, borderring Taylorssville Cemeterry District (TTCD). The southern boundary conntinues nortth-northwesst, borderinng the northernn boundaryy of Crescennt Mills Cemmetery Disttrict (CMCDD). The southern bounndary continuees on past CCMCD for approximateely six miless and movees abruptly south for just a few miles and theen continuees eastwardd for apprroximately three milees. The wesstern boundarry continues straight ddue north uuntil it meeets the bounndary of Chhester Cemeetery 22 Californiaa Health and Saafety Code §90000-9093. 23 Californiaa Health and Saafety Code §90440. 24 Non-resiidents eligible for interment aare described iin California Health and Safetty Code §90611, and include fformer residents, ccurrent and forrmer taxpayerss, family membbers of residentts and former residents, famiily members off those already burried in the cemmetery, those wiithout other cemetery alternaatives within 155 miles of theirr residence, andd those who died wwhile serving in the military. 25 Governmment Code §568224.10. GCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 44 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW District (CCD), just west of Canyon Dam. The boundary continues north directly bordering CCD, meeting the District’s northern border, just southwest of Hamilton Branch. As noted, GCD is surrounded by three cemetery districts in the County—CCD to the north/northwest, TCD to the east/southeast and CMCD to the south. The District’s boundaries encompass approximately 110 square miles.26 Since formation there have been no annexations or detachments to the district. Sphere of Influence GCD’s Sphere of Influence (SOI) was first established on November 10, 1976.27 The SOI is currently coterminous with the District’s boundaries.28 There have been no changes to the SOI since it was established. Extra-territorial Services While the District does not provide cemetery services outside of its bounds, the District will service any non-resident of the District for an increased fee. Areas of Interest The District did not identify any areas of interest. 26 Total agency area calculated in GIS software based on agency boundaries as of June 2014. The data is not considered survey quality. 27 LAFCo Resolution No. 76-58. 28 Total agency area calculated in GIS software based on agency boundaries as of June 2014. The data is not considered survey quality. GCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 45 8 9 10 12 17 13 16 15 A13 ^` 22 22 23 24 20 21 Hamilton Branch 27 26 25 29 28 27 26 0 0 00 0 0 0 0 0 0 34 35 36 31 32 33 34 35 36 0 2 1 6 5 5 4 3 2 1 16 Lake Almanor 0 11 12 7 8 9 10 11 8 9 10 11 12 Old Haun Road 17 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 UV 20 21 147 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 ^` 3 2 2 9 3 2 3 8 Cany 2 3 7 o 4 n Dam 2 3 6 5 2 3 5 6 3 3 0 1 2 3 9 2 2 3 8 3 2 3 7 4 2 Willia ms 6 Valley R oa d 35 Pecks V N all o ey 2 r R 5 t o h a d Va 3 ll 6 ey Road 3 3 0 1 2 3 9 2 2 3 8 3 2 3 7 4 2 3 6 5 2 3 5 6 5 4 3 2 1 6 5 Gre 4 enville 3 ^` 2 1 6 5 4 3 2 1 8 9 10 11 12 7 8 Long Valley Road 9 10 11 12 7 8 9 10 11 untain Road 12 o M 17 16 15 14 13 18 17 16 Ro R u e n s d e r V v a o l i l r ey 15 14 13 18 Stampfli Lane 17 16 15 14 Dia m o n d 13 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 22 27 R o un d V alley D i R x o ie a C d anyo n 23 2 2 4 5 ^` 30 C A r rl e i 1 n s 9 gt c o e n n Ro t a d Mi 2 l 2 l 0 9 s 2 2 1 8 2 2 2 7 2 N 3 orth Ar 2 m 6 Road 2 2 4 5 26 ^` G 32 33 34 35 36 31 32 33 34 UV 89 35 36 31 32 33 Taylorsville 34 35 enesee R oad 36 5 4 3 2 1 6 5 4 ^` 3 Indian F 2 alls 1 6 5 4 3 2 1 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 Legend ² Greenville Cemetery District Resolution: Highways Formed: August 7, 1923 Major Roads Greenville Cemetery District SOI Stream / River Resolution: 76-58 Adopted: November 10, 1976 0 1 2 4Miles Source: Plumas LAFCo Map Created 12/24/2013 htroN 62 pihsnwoT Greenville Cemetery District Range 8 East Range 9 East Range 10 East Greenville Cemetery District Plumas County Location Map (Not to Scale) htroN 82 pihsnwoT Greenville Cemetery District Greenville Cemetery District Sphere of Influence htroN 72 pihsnwoT Parcels Sectional Grid (MDB&M) ^` Waterbodies Communities PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance Greenville Cemetery District is governed by a three-member board of directors who are appointed by the County Board of Supervisors to four-year terms. There are presently no vacancies on the Board. Current board member names, positions, and term expiration dates are shown in Figure 6-2. The District reported that meetings are to be held on the third Thursday of each month, however, meetings are somewhat inconsistent. The meetings are held at the Town Hall in Greenville. Board meeting agendas are posted at the post office, at the market, at the Town Hall and provided upon request. Meeting minutes are available by request. Figure 6-2: Greenville Cemetery District Governing Body Greenville Cemetery District Governing Body Name Position Term Ends Marilyn Crouch Director 2015 Members Susan Neer Director 2015 James Hamblin Chairman 2017 Manner of Selection Appointed Length of Term 4 years Every first Monday of the Meetings At the Town Hall in Greenville. month at 5:15 pm Agenda Distribution Posted at the post office, market, town hall and upon request. Minutes Distribution Available upon request. Contact Contact Marlene Bienhoff, Bookkeeper Mailing Address P.O. Box 834, Greenville, CA 95947 Phone 530-284-6264 Fax N/A Email/Website MARLENEBIENHOFF@AOL.COM The District reported it does not participate in any public outreach activities in addition to the legally required agendas and minutes. GCD does not maintain a website where information is made available to the public. If a customer is dissatisfied with the District’s services, the complaints may be submitted to the bookkeeper by phone, email, letter, or in person at the district office. If the complaint is not handled to the satisfaction of the constituent, then the complainant may bring it to the Board of Supervisors. In 2013, the District reported that it had no complaints. In 2014, the District noted someone had made complaints via Facebook, but was unclear what the grievance was. (Note: The District does not maintain a Facebook site.) Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. GCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 47 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the independent special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. It is unclear whether each of the board members has filed the required Form 700s for 2013. Greenville Cemetery District demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo. The District responded to the questionnaires and cooperated with the document requests. Planning and Management Practices The District employs one part time maintenance worker who is paid hourly. The district also has one contract employee who performs the bookkeeping duties. The District does not have a general manager, although the Chairman of the Board performs many of the functions of a general manager. GCD does not conduct regular staff evaluations, given the small size of the organization. Individual staff workload is tracked via timesheets; overall district workload, such as number of burials, is tracked and reported to the Board. GCD does not evaluate district performance as a whole, such as benchmarking or annual reports. However, informally, the Chairman of the Board reports needs and updates the Board at meetings. The District’s finances, including its endowment care fund, are managed and tracked through the County. Capital improvements are discussed at board meetings, but no formal capital improvement plan has been developed. GCD has not compiled any other planning documents such as a master plan. Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the county auditor. These budgets are to be filed and made available on request by the public at the county auditor’s office. All special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or five-year schedule.29 In the case of GCD, the Board of Supervisors has approved a five-year auditing schedule. The District reported it conducts biennial audits; however, it was reported that 2009 was the last year an audit was performed due to cost. The District should ensure it is meeting the adopted audit requirements as determined by the Board of Supervisors and submitting budgets annually to the County as legally required. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District has complied with this requirement. 29 Government Code §26909. GCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 48 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Existing Demand and Growth Projections The majority of the district is forestland. The district reported there is no current or planned residential or commercial development taking place within its bounds. Population Based on GIS analysis of 2010 Census data, there are 1,795 permanent residents within the District. Existing Demand The District reported that demand for services is consistent with approximately 10-15 burials each year. The district noted there is a current trend away from full-body burials to cremations. The District reported that in 2012 there were 12 interments and in 2013 there were 23 interments. Projected Growth and Development While GCD does not conduct formal demand forecasting, trends and anticipations are discussed during the District’s regular meetings. At present, the District anticipates no significant change in demand in the short term. The State Department of Finance (DOF) projects that the population of Plumas County will grow by five percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.5 percent. Based on these projections, the District’s population would increase from 1,795 in 2014 to approximately 1,885 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. Financing GCD reported that its financing level was generally adequate to provide necessary services without going over budget. An audit for the District has not been conducted for five years, and as such findings regarding the internal control over finances were not available. Given the small nature of the District, it is essential that controls be in place to ensure proper use of public funds. In FY 14, the District had total revenues of $23,605. Revenues include property and other taxes (62 percent); interest and other miscellaneous revenue sources (20 percent), endowment fees (12 percent), revenue from lot sales (four percent) and donations (two percent). GCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 49 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District’s fees were last updated in April 1, 2013. In addition to the regular fees, the District currently charges endowment fees. The District meets the legally required minimum endowment fee of $4.50 per plot square foot for all plot types.30 The principal act requires the District to charge non-resident fees that are at least 15 percent higher than fees charged to residents and property owners.31 The District’s fee schedule does include such fees; however, it was unclear if every fee charged was at least 15 percent higher. In FY 14, the District had a total of $31,750 in expenditures, which included salaries and benefits (73 percent), professional services (20 percent) and administration costs (two percent). The District uses a pay-as-you-go approach from regular revenue sources for any necessary capital improvements. GCD noted that it keeps a fund balance for emergencies and for replacing or acquiring new equipment. These capital improvements are discussed at board meetings. GCD does not have any long-term debt. The District does not have a formal policy of maintaining a reserve fund balance for contingencies; however they do keep a fund balance informally, which is approximately $35,000 as reported by the District. The District has an endowment care fund and provides endowment care to its cemeteries, as required by law. The endowment fund balance at the end of FY 14 was approximately $17,500. Cemetery districts are required to establish an endowment care fund and may only use the interest of the fund to finance the care of the facilities.32 In FY 14, the endowment fund had interest income of $227, which could be used for maintenance of the facilities. GCD does not participate in joint financing with regard to insurance. 30 Health and Safety Code §8738. 31 Health and Safety Code §9068. 32 Health and Safety Code §9065. GCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 50 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW CCEMETERY SERVVICES Servicce Overvview GCD provides ccemetery reelated serviices, includding headsttones, openning and cloosing graves, aand maintennance of groounds. Staffing Reguular maintennance and oopening andd closing off plots are pperformed bby one part--time maintenance workeer. Should the need aarise for addditional mmaintenance activities, then part-timme assistantts are hiredd. Bookkeeping and aadministratiive work is handled by a contractt bookkeepeer. The Chairman of tthe Board hhandles somme of the ggeneral mannager tasks. Facilities andd Capacity The DDistrict offeers services at one cemeetery withinn its boundss. Greenville Cemeetery has sseven acress of developped cemeteery space aand 33 acres of undevelooped space. The cemeetery is repoortedly in ggreat condittion, consisting of all ggreen landscapping. Infrasstructurre Needs At prresent, the District repported that it is in neeed of a neww lawn mowwer. as well as it occasionnally needs nnew sprinkller heads. Challeenges No pparticular chhallenges too providingg adequate service levvels were iddentified byy the District. Servicce Adequacy The ffollowing are indicatorrs of servicce adequacyy for cemettery districtts, as defineed by law or best practicees. In some areas Greennville Cemeetery Districct meets or exceeds service standardds for adequate servicces, while other aspectts could be improved upon as shhown below.  DDistricts that provide mmaintenancee services oon a year-roound basis ttend to be tthose wwith larger populationns and prooperty tax bases. Thoose that provide minnimal mmaintenancee tend to bbe those wwith smallerr populatioons and lesss propertyy tax. GGreenville Cemetery Diistrict provvides part-tiime mainteenance servvices on a yyear- roound basis.  HHealth and SSafety Code §9068 requuires cemeteery districtss to have noon-residentt fees. GGreenville Ceemetery Disstrict does charge nonn-resident feees for eachh plot type in its price scheduule. GCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 51 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  Health and Safety Code §9065 requires cemetery districts to have an endowment fee. Greenville Cemetery District charges all residents and non-residents an endowment fee that varies by plot type.  According to Health and Safety Code §8738, a minimum endowment care fee must be $4.50 per plot square foot. Greenville Cemetery District meets this requirement.  Cemetery districts can legally provide services to non-residents if the deceased satisfies the eligibility requirements of a non-district resident per Health and Safety Code §9061, and the non-resident fee is paid. The principal act limits interments at cemetery districts to residents, former residents who purchased plots when they were residents, property taxpayers in district bounds, former property taxpayers who purchased plots, eligible non-residents, and the family members of any of the above. By allowing anybody to purchase a plot in one of its cemeteries, GCD is non- compliant with legal constraints on the burial of non-residents.  In order to adequately plan for existing and future demand and capacity needs, cemeteries track the number of interments annually. GCD appropriately tracks the number of burials each year. GCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 52 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW GRREENVILLLE CEMMETERY DISTRIICT DETTERMINAATIONS Growtth and PPopulatiion Projjectionss  TThere are appproximately 1,795 resiidents within Greenvillle Cemeteryy District (GGCD).  OOver the paast decade the District has not eexperiencedd a significcant increasse in population.  NNo or slow ggrowth is expected withhin the Distrrict. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  GGreenville Ceemetery has the capaccity to handle burials foor a numbeer of years, ssince leess than a quuarter of thhe cemetery is developeed, before exxpansion is necessary.  TThere is a cuurrent trendd away fromm full-body bburials to crremations.  AAt present, tthe District reported tthat it requires a new lawn mowwer but doess not have the finaances to makke this purcchase.  TThe District charges nonn-resident ffees for buriials in accorrdance withh State law. Financial Abiility of Agenciees to Proovide Seervices  TThe District reports thaat current ffinancing leevels are addequate to deliver serrvices however, thee District diid note thatt there weree budget limmitations, wwhich resulted in laack of consisstent auditss and inabiliity to purchhase desiredd equipmentt. Statuss of, andd Opporrtunities for, Shhared Faacilitiess  TThe District does not share facilities.  Sharing resoources withh other cemmetery distrricts may pprovide an opportunityy for immproved effficiency andd decreased costs. GCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 53 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  The District demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo.  The District does not conduct outreach efforts except for the required activities. It is recommended that all agencies maintain websites where public documents are made available in order to ensure transparency.  Consolidation of cemetery districts in Plumas County in some manner is a potential option to address financing issues, lack of interest in board activities, and concerns of failure to operate within legal requirements for a public entity. GCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 54 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 7.. I NDDI A N VA L LEY H E A LLT HCC A R E D ISST R ICCT Indiaan Valley Healthcare DDistrict (IVHHD) providees healthcaare servicess to residennts of Indian VValley through a primmary care cclinic leaseed for operrations to Eastern Pluumas Healthcaare District. This is the first Municiipal Servicee Review forr the Districct. AGENCYY OVERVVIEW Backgground IVHDD was formmed in 19533 as an inddependent special disttrict namedd Feather RRiver Hospitall District. TThe Districtt was formmed to provvide local hhealthcare and emerggency medical services too residents in the Indian Valley area of Pluumas Countty. In 19788, the District’ss name was changed too Indian Vallley Healthcaare District. The pprincipal acct that goveerns the Disstrict is thee Local Heallth Care Disstrict Law.333 The principaal act empoowers heallthcare disttricts to pprovide meedical services, emerggency medical, ambulancee, and any oother servicces relatingg to the protection of rresidents’ health and livess.34 Districtss must applyy and obtainn LAFCo appproval to exxercise servvices authorrized by the principal actt but not alrready provided (i.e., lattent powerss) by the diistrict at thee end of 2000. Boundarries The DDistrict is loocated in the northern part of Plummas Countyy, just east oof Lake Almaanor. The clossest healthccare districtts are Seneca Healthcaare District serving the Lake Almmanor area andd Plumas HHealthcare DDistrict situated south of IVHD. IVVHD’s bounndary is enttirely within PPlumas Counnty, and inccludes the ccommunitiees of Caribou, Canyon DDam, Greennville, Paxton, Indian Fallss, Crescent Mills, and TTaylorsville.. The Distriict’s boundaaries encommpass approximmately 494 square milees.35 Therre has been one annexaation since tthe formatioon of the Disstrict that ooccurred in 1976 and invoolved the Caaribou area.336 Sphere oof Influence The DDistrict has not had a sphere of inffluence (SOII) adopted bby LAFCo. TThe Commisssion will adoppt an SOI duuring the SOOI updates foollowing this MSR. 33 Health annd Safety Code §§32000-324922. 34 Health annd Safety Code §§32121(j). 35 Total ageency area calculated in GIS softtware based on agency boundaaries as of July 114, 2014. The ddata is not conssidered survey quality. 36 State Boaard of Equalizattion. IVHD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 55 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Extra-territorial Services IVHD does not specifically provide services at facilities outside its bounds, but will provide services to patients that reside outside of the District’s boundaries and come to IVHD-owned facilities. IVHD serves both district residents and non-residents, and charges them equal fees notwithstanding of residency status. Areas of Interest An area of interest for IVHD is Eastern Plumas Healthcare District (EPHD) that leases and operates the clinic owned by IVHD. IVHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 56 21 22 23 24 19 20 21 22 28 27 26 25 30 29 28 27 33 34 35 36 31 32 33 34 4 3 2 1 6 5 4 3 9 10 11 12 7 8 9 10 16 15 14 13 18 17 16 15 21 22 23 24 19 20 21 22 28 27 26 25 30 29 28 27 33 34 35 36 31 32 33 34 UV4 6 5 4 3 2 1 6 5 4 3 2 1 6 5 36 3 9 10 11 12 7 8 9 10 12 7 8 9 10 11 12 7 8 16 15 14 13 ^` 18 17 A13 16 15 13 18 17 16 15 14 13 18 17 16 15 14 13 2122 La P k e e n A in lm su a l n a or 19 20 ^` 21 H 2 a 2 milton Branch 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 28 27 26 ^`25 30 29 28 27 26 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 3 0 3 0 3 0 4 3 0 5 000 3 0 6 0 La 0 keAl 0 man 0 or 0 3 0 4 000 3 0 5 0 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 4 3 Alm 2 anor Co 1 u 6 ntry Club UV0 2 1 6 5 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 9 10 ^` 11^`12 1 7 Al L m a a k n e or 147 0 11 12Old Hau 7 n Roa 8 d 9 10 11 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 16 15Pra 1 t 4 tville 18 17 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 13 21 22 23 24 19 20 21 C 22 any 2 o 3 n D 2 a 4 m UV19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 28 27 26 25 30 29 28 2 ^` 7 26 25 3 8 0 9 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 d 3 1 2 5 8 2 7 0 2 3 1 2 3 1 2 4 9 8 4 9 3 6 1 3 6 1 Ca 3 1 1 2 1 1 2 3 2 3 r 3 4 0 5 2 0 5 7 4 2 ibo ^` 3 1 u 1 1 2 1 3 2 2 2 5 4 1 4 1 3 5 3 26 ·|þ} 70 3 1 1 1 2 2 2 3 1 1 6 2 3 2 4 5 4 6 13 3 1 1 3 6 7 1 1 3 3 6 7 0 8 9 1 8 9 0 1 1 2 2 5 5 8 3 7 0 9 8 1 2 2 3 2 7 0 9 2 S eneca R 1 2 2 4 9 o 3 a 6 1 8 d 2 2 3 4 3 1 1 8 3 9 6 T 1 1 w 2 2 3 3 0 5 1 2 ^` 7 1 2 2 3 3 4 a 0 5 2 7 4 in 1 2 2 2 1 3 1 3 6 1 1 2 2 3 2 5 4 1 4 3 6 5 1 1 2 2 1 3 2 3 1 1 4 5 2 2 3 1 6 2 3 4 5 6 7 1 1 3 6 P 6 3 1 8 9 1 0 3 7 3 1 8 9 a 0 1 Lo x R G n t 1 8 2 2 g 5 8 o o R 3 7 ^` 0 9 1 r 2 2 3 5 u V 2 e n 7 e 0 9 2 n a s e l d e le r n 1 V 1 y 2 2 v 4 9 6 3 6 1 v a 8 2 o 2 R 3 4 3 l 1 8 i 9 3 i l o r e l a l 2 y d e ^` 2 3 7 ^` 1 1 2 3 R 2 o a 0 5 d 3 1 7 4 1 R I o 4 0 3 un n 5 K d ^` V UV alley D 8 d ixi e e C 9 an 1 y 1 2 i o 2 d n 2 a 1 4 3 3 1 6 1 2 d 5 2 1 3 4 n 2 3 5 i 6 e F N 1 1 2 2 1 a o 3 2 3 4 1 5 1 2 2 3 1 r l 6 2 3 4 5 6 t l h ^` s V 1 1 1 3 A a 7 C 8 6 8 9 3 0 1 l 3 r 3 6 7 l 1 S l 9 r e 0 1 in t e y a g s m 5 R 1 2 2 t 8 o 2 c 7 o 0 9 3 p 1 2 3 5 0 8 n 2 a T f e 7 9 2 l d i R a n L o y t 1 2 a 2 4 9 a 6 1 l n 8 3 1 M d 2 3 4 o 9 e 3 6 8 3 r 2 il s 1 l 1 1 2 s 2 v 3 0 5 2 7 3 1 1 2 2 i 3 3 4 0 l 5 2 7 4 ^` le 3 2 D 1 1 ia 2 m 3 5 2 2 o n d M o 1 un 4 t 3 a 5 6 in R 2 o 2 a G 3 6 e 1 1 n 1 e 4 1 s 1 ee 1 2 2 2 2 R 1 3 4 3 o 5 4 1 2 1 3 a 3 N 6 2 d 5 6 orth A 7 r 1 3 7 6 m 1 3 1 3 3 6 8 1 9 0 9 0 R 1 1 o 8 ad 2 3 1 2 2 3 5 2 0 1 2 8 5 7 0 9 2 9 G 8 7 rizzly 1 2 3 2 R 3 4 9 1 2 9 4 6 o 1 3 8 3 6 a 1 2 d 8 3 1 1 2 2 3 1 3 1 2 4 3 2 0 5 7 2 4 0 5 2 7 0 1 1 2 3 2 2 1 1 3 2 2 2 1 4 3 5 6 1 4 5 3 6 3 1 1 2 2 3 1 1 1 2 2 1 6 2 3 4 5 6 2 3 4 5 1 3 1 3 3 6 7 1 3 1 6 8 7 1 9 0 1 8 0 9 Bec 5 k 1 3 2 2 3 8 1 5 w 2 2 8 7 2 0 9 2 7 9 0 our 4 th 3 1 2 2 3 4 9 1 2 2 9 - 3 6 1 8 3 G 6 1 8 ene 3 1 1 2 2 3 1 s 3 1 3 2 2 4 0 5 2 7 4 e 0 5 2 7 e R 1 o 3 1 1 2 1 2 2 3 1 a 2 2 1 2 5 4 3 6 5 4 d 3 6 3 1 1 2 1 2 1 1 3 2 1 2 6 2 3 4 2 5 3 6 4 5 1 1 6 7 3 3 8 1 9 1 0 3 6 3 7 1 8 9 0 1 1 2 5 2 8 7 0 9 3 1 2 2 5 3 8 2 7 0 9 2 1 2 4 2 9 6 1 8 3 1 2 2 3 4 9 3 1 2 2 1 6 1 8 3 3 5 2 7 0 2928 27 26 25 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 3233 34 35 36 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 5 4 3 2 1 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 8 9 10 11 12 18 M 1 e 7 ado 1 w 6 Va 1 l 5 ley ^`14 13 18 17 16 15 ^`14 13 18 ^` Eas 1 t 7 Qui 1 n 6 cy 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 2 1 0 71 2 6 1 1 2 5 2 1 2 4 3 1 2 3 4 19 20 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 Q 22 uinc 23 y 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 9 0 2 2 8 1 L Legend ² Indian Valley Healthcare District Resolution: Highways Formed: January 6, 1953 Major Roads Indian Valley Healthcare District Stream / River Resolution: (No Sphere of Influence) Adopted: 0 1.5 3 6Miles Source: Plumas LAFCo Map Created 12/24/2013 htroN 52 pihsnwoT Indian Valley Healthcare District Range 8 East Range 9 East Range 11 East Indian Valley Healthcare District Plumas County Location Map (Not to Scale) htroN 92 pihsnwoT htroN 82 pihsnwoT Parcels Sectional Grid (MDB&M) ^` Waterbodies Communities htroN 72 pihsnwoT htroN 62 pihsnwoT Range 10 East Range 12 East Indian Valley Healthcare District Indian Valley Healthcare District No Sphere of Influence PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance The principal act orders that the governing body of a healthcare district must have five members. Directors may be appointed or elected, pending circumstances.37 IVHD is governed by five Board of Directors who are elected to staggered four-year terms. There are currently no vacancies; all directors ran unopposed. Elections are generally not contested. Current Board member names, positions, and term expiration dates are shown in Figure 7-2. The Board meets once a quarter on the first Monday at 5:30 in the afternoon in the Indian Valley Medical Clinic conference room. Board meeting agendas are mailed to the local newspaper, distributed to staff and posted in public places around Indian Valley. Minutes of Board meetings are available upon request. The District reported that it had limited public participation in Board meetings and challenges filling Board vacancies. Figure 7-2: Indian Valley HD Governing Body Indian Valley Healthcare District District Contact Information Contact: Guy McNett, BOD Chair and District CEO Address: 184 Hot Springs Rd, Greenville, CA Telephone: 530-284-7191 Email/website: None Board of Directors Member Name Position Term Expiration Manner of Selection Length of Term Guy McNett Chair December 2018 Elected 4 years Vice- Teresa VanZetta chair December 2016 Elected 4 years Gwen Lacy Secretary December 2016 Elected 4 years Kevin Goss Director December 2018 Elected 4 years Matt Cassol Director December 2018 Elected 4 years Meetings Date: Quarterly on the 1st Monday at 5:30pm. Location: Indian Valley Medical Clinic conference room. Agenda Distribution: Mailed to local newspaper, distributed to staff and posted in public places. Minutes Distribution: Available upon request. Government Code §53235 requires that if a district provides compensation or reimbursement of expenses to its board members, the board members must receive two hours of training in ethics at least once every two years and the district must establish a written policy on reimbursements. It was reported that the District’s board members do not receive ethics training since they do not receive any compensation or reimbursements. Similarly, a policy on expense reimbursements was not established for the same reason. 37 Health and Safety Code §32100. IVHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 58 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW In addition to the required agendas and minutes, the District tries to reach its constituents through participating in health fairs and other events. Board meetings are regularly attended by the local newspaper that publishes articles about IVHD. The District does not have a website and does not make its information available on the web. If a customer is dissatisfied with the District’s services, complaints may be submitted to the Districts board members. There is also a suggestion box in the District’s clinic. The District reported that there were no complaints in 2013. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. It was reported that the District’s Form 700s for 2013 were on file with the County Clerk Recorder and the IVHD secretary. IVHD demonstrated accountability in its disclosure of information and cooperation with Plumas LAFCo. The District responded to the questionnaires and cooperated with interview and document requests. Planning and Management Practices The District is managed by the chair of the Board of Directors who acts as the IVHD Chief Executive Officer (CEO). The CEO is assisted by two part-time employees, including treasurer/bookkeeper and custodian of medical records. The position of the custodian of medical records will be eliminated within approximately two years when all the old medical records will be destroyed. Current records are not maintained by the District, but instead are administered by Eastern Plumas Healthcare District (EPHD), which leases and runs IVHD clinic. EPHD directly employs all medical personnel that provide services at the IVHD clinic. EPHD staffs the clinic with eight doctors, one medical assistant and two office personnel on a regular basis. Medical personnel report to and are evaluated by EPHD. The District’s part-time staff is occasionally informally evaluated by the District’s CEO. The District does not evaluate its own performance. The District’s clinic is a Rural Health Clinic (RHC), which is a clinic certified by the Center of Medicare and Medicaid Services to receive special Medicare and Medicaid reimbursement. In California, clinics get certified through the California Department of Public Health acting as the State agency responsible for RHC certification. According to the Code of Federal Regulations, an evaluation of a clinic’s total operation including the overall organization, administration, policies and procedures covering personnel, fiscal and patient care areas must be done at least annually. The evaluation may be done by the clinic, the group of professional personnel or through arrangement with other appropriate professionals.38 If a formal Quality Assurance and Performance Improvement (QAPI) program is in place, this will meet the requirement for annual 38 42 CFR 491.11. IVHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 59 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW program evaluation. Since EPHD is the operator of the clinic, its evaluation is the responsibility of Eastern Plumas HD. The performance of the rural health clinic provider is also evaluated by the Center for Medicare and Medicaid Services by the means of the State agency (in this case Chico District Office of the California Department of Public Health) through an assessment of its compliance with legal and regulatory requirements for rural health clinics. Employees of the District are paid an hourly wage and fill out timesheets, which the CEO/Chair signs off on. Employee workload is tracked through these timesheets. The District’s financial planning efforts include an annually adopted budget and annually audited financial statements. The District does not have a capital improvement plan. IVHD reported that it did not presently have the financial means to produce a capital improvement plan, although the clinic reportedly has some infrastructure needs. The District currently plans for its capital improvements at Board meetings. IVHD does not adopt any other planning documents. Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the county auditor. These budgets are to be filed and made available on request by the public at the county auditor’s office. All special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or five-year schedule.39 The most recent audit for IVHD was completed for FY 13. The District should ensure it is meeting the adopted audit requirements as determined by the Board of Supervisors and submitting budgets annually to the County as legally required. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District has complied with this requirement. Existing Demand and Growth Projections A majority of the land uses within the District are agriculture preserve, general forest, timber zone, and residential. The District’s bounds encompass approximately 494 square miles. Population There are approximately 2,637 residents within the District, based on 2010 Census GIS estimates. The District’s population density is about five residents per square mile. Existing Demand Service demand for the District’s services has been decreasing in the last few years. Residents have been migrating out of the area, due to the recent recession. The region has been hit especially hard economically, as many residents are only part time and maintain 39 Government Code §26909. IVHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 60 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW second homes and investment homes that have been increasingly going vacant. In addition, there has been a significant decline in the timber industry, which has caused an outflow of young people seeking employment elsewhere. Projected Growth and Development Although no formal population projections have been made by the District, IVHD believes there will be limited or no growth in the next few years. EPHD, as the operator of the clinic, appears to have sufficient capacity to serve the existing demand and possible future growth, based on availability of medical personnel and current hours of operation. The State Department of Finance (DOF) projects that the population of Plumas County will grow by four percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.4 percent. Based on these projections, the District’s population would increase from 2,637 in 2010 to approximately 2,742 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. The District does not take part in reviewing plans for proposed developments. With regard to future growth opportunities, IVHD identified its willingness to consolidate with other healthcare districts once its bankruptcy process is complete. Discussions regarding consolidation are not likely to start taking place until the District’s financial situation is legally resolved. Financing The District reported that its financing levels were adequate to sustain current operations. It was also reported that after the closing of the hospital IVHD had a surplus, but a majority of that money was used to pay back the debt to the County. On November 24, 2003 the District filed a voluntary petition for reorganization under Chapter 9 of Title 11 of the Federal Bankruptcy Code. The bankruptcy was dismissed in September 2012 and all creditors notified by the Court. The District’s largest creditor, the California Employment Development Department (EDD), responded requesting a Power of Attorney for IVHD bankruptcy council. In December 2012, the District sent EDD a Power of Attorney for the District’s bankruptcy lawyer. As of the drafting of this report there has been no response from EDD to the District or its bankruptcy council. The IVHD’s debt to EDD amounts to approximately $340,000. The District has not identified any additional financing opportunities, being especially constrained by the current economic situation. The IVHD FY 12-13 audit did not identify any deficiencies to internal control. The District has an internal fiscal control process in place to protect against improper use of funds. All IVHD funds go through the District’s checking accounts with Plumas Bank, IVHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 61 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Greenville Branch. The District’s tax revenue from Plumas County goes directly to the U.S. Bank in San Francisco, which is the Trustee for the Certificates of Participation. The payment is withdrawn (approximately $107,000), and the balance is sent directly to the District’s checking account. On a weekly basis, the bookkeeper/treasurer cuts checks for the invoices received. These are reviewed and co-signed by the Chairman of the Board; all checks require two signatures. On a monthly basis, the bookeeper/treasurer provides the Chairman with a check reconciliation detail. A vast majority of the District’s income comes from tax revenue, since charges for service at the clinic are collected and kept by EPHD. EPHD pays IVHD $1,500 a month for the lease of the clinic facility. In FY 13-14, the District’s income amounted to $198,300, including 90 percent from tax revenue and nine percent from lease of the clinic . The remainder of the revenue sources included rebates and refunds, provision for bad debt and interest income. During the same fiscal year, IVHD spent $200,597, a majority of which was spent on interest on working capital and certificates of participation (39 percent), insurance (23 percent), depreciation expenses (17 percent), payroll expenses (six percent), and consulting fees (four percent). The remainder of the expenditures included legal fees, office and administrative supply, non-medical supplies, maintenance and repairs, collection agency fees, purchased services, utilities, telephone, worker’s comp, postage and shipping, and others. At the end of FY 13-14, the District’s expenditures exceeded revenues by about two thousand dollars. The District’s capital improvements are planned for at the Board of Directors meetings. There are reportedly no capital improvements planned for FY 14-15. The District issued Series 2004 Certificates of Participation (COPs) for capital improvement projects in the aggregate principal amount of $1,450,000. Interest rates range from 5.3 percent to 6.4 percent. The Series 2004 COPs are term certificates and mature on August 1, 2014, August 1, 2024 and August 1, 2035 respectively. IVHD keeps a financial reserve for bankruptcy creditor payments. At the end of FY 13- 14 there was $150,000 in the reserve. Since there are currently no other creditors but EDD, all the reserve funds may eventually be paid to this single creditor. However, there is currently no payment plan in place and no response from EDD regarding its further demands. The District participates in a joint venture under a joint powers agreement (JPA) with the Program BETA Risk Management Authority (Program BETA). The program was formed for the purpose of providing professional malpractice, general, directors, and officers’ liability insurance for certain healthcare districts of the Association of California Healthcare Districts Inc. (ACHD). Each member pays a premium commensurate with the level of coverage requested and shares surpluses and deficits proportionate to their participation in Program BETA. IVHD is also a member of the Indian Valley Ambulance Services Authority (IVASA), which is a JPA between IVHD and the Indian Valley Community Services District (IVCSD). IVASA contracts with Mountain Life Flight/South Lassen Ambulance to provide 24/7 IVHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 62 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW ground service ambulance to the entire Indian Valley. This service is supplemented by tax assessment annually conducted by IVASA through IVCSD management. The amount of assessment is $45 per livable structure annually within the boundaries of the Indian Valley. The assessment generates about $60,000 per year. Private citizens can also purchase an additional policy with the contract provider to lessen the cost of service when it is utilized. Two directors from the IVHD Board of Directors sit on the IVASA Board of Directors. IVHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 63 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW HEALTHCARE SERRVICES Servicce Overvview The District owwns Indian Valley Heaalth Clinic, which is a primary hhealthcare cclinic leased oout to EPHDD for operaations. The clinic offerrs multiplee services, iincluding faamily medicinee, orthopeddics, podiatrry, telemediicine, and wwomen’s heealth, all proovided by EEPHD medical staff. In addition, the clinic proviides laborattory servicees. EPHD haas been runnning the Indiaan Valley Heealth Clinic since 2007.. The District’s cllinic is certtified as a rrural healthh clinic (RHHC), which iis a facilityy that meets feederal criterria for beingg able to prrovide adeqquate primaary care to eelderly and low- income populationss in designated rural areas. Provviders certified as RHCCs receive cost- based reeimbursemeent for Mediicare and Medi-Cal servvices. IVHDD had also previously operated aa hospital, which closed in 20066 due to lacck of demand,, rising operrating costs and shortaage of availaable qualifieed personneel. The ground ammbulance prrovider witthin the Diistrict is MMountain Liife Flight/SSouth Lassen AAmbulance located in Greenville,, while air ambulancee services aare provideed by Mountain Life Flight. Staffing The District emmploys two part-time administraative personnnel. All mmedical stafff are employeees of EPHDD. Eight docttors, one meedical assistant and twwo office perrsonnel stafff the clinic onn a regularr basis. All doctors, nnurses, andd practitionners are exxpected to have appropriate certifications, and licenses as mandated bby law in orrder to pracctice in EPHHD, or oversee hospitals annd clinics. RHCss are required to empploy at least one nurse practitionner, physiciian assistannt, or certifiedd nurse midwwife. Physiccians must bbe availablee for oversigght on-site aat the clinic once every twwo weeks; thhey may alsoo provide direct care too patients. Facilities andd Capacity IVHDD owns thrree facilitiees, includinng the oldd hospital building, aa clinic andd an administtrative buildding. The non-operational hospital buildingg was consttructed in 11955 and iss located att 184 Hot Spriings Road iin Greenvillle. The faciility accommodated 26 beds andd an emerggency room annd is consideered to be iin poor condition. Thee facility is ccurrently onn the markeet for sale. The pprimary carre clinic buiilding is 30 years old aand located at 176 Hot Springs Road in Greenvillle. The facillity was repported to be in excellennt condition.. It is open MMonday thrrough Thursdaay from 7:300 in the morrning till sixx in the evenning, with haalf an hour lunch breakk. The administrattive personnnel uses ann old conveerted housee built in thhe 1960s as the office buuilding. The facility, repported to bee in poor coondition, is located at 1168 Hot Springs Road in Greenville. IVHD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 64 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District does not own any equipment or vehicles. Infrastructure Needs Since the clinic facility was reported to be in excellent condition there are no major capital improvement needs. COP funds were used to remodel the facility. The office building requires upgrades and repairs to improve the condition of the facility. The District reported a long-term need to renovate or sell the building and move the office to a new facility. According to IVHD, there are currently no plans to address infrastructure needs. Challenges The District reported multiple challenges to adequate service provision, the main one being the bankruptcy situation. Additionally, the challenging economic situation in the County is precluding IVHD from exploring new financing streams and attracting more patients. Service Adequacy There are several benchmarks that may define the level of service provided by a healthcare district. Given the fact that currently IVHD is not providing medical services directly, the only indicator of service adequacy is the number of complaints regarding the District’s Board of Directors and directly hired staff. There were no complaints filed in at least the last two years. The operations of the clinic may be evaluated through the number of incidents resulting in deficiency and compliance with legal requirements for rural health clinics. The California Department of Public Health Chico District Office reported that there was one incident in the last two years, which was a complaint that a nurse student was performing blood draws and injections. Formal review was conducted and no deficiency was found. Rural health clinics are required to use a team approach of physicians and midlevel practitioners such as nurse practitioners, physician assistants, and certified nurse midwives to provide services. The clinic must be staffed at least 50 percent of the time with a midlevel practitioner. RHCs are required to provide out-patient primary care services and basic laboratory services. It was reported that the District’s clinic complied with all of these requirements. IVHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 65 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW INDIAN VALLEY HEAALTHCAARE DISTTRICT DDETERMMINATIONS Growtth and PPopulatiion Projjectionss  TThere are appproximately 2,637 resiidents within the Distrrict.  TThe District experienced a decreasse in servicee demand iin the last ffew years duue to reesidents migrating out of the area because of the recent rrecession.  Little or no growth in populationn and in service demaand is expeected withinn the DDistrict in thhe next few yyears. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  TThe District’’s existing cclinic has thhe capacityy to adequattely serve ccurrent demmand and potentiaal future groowth, since demand haas decreased and is noot likely to ggo up by a large ammount.  TThe clinic is in excellennt conditionn as it recenntly underwwent remoddeling. Howwever, thhe office building requiires multiple upgrades and repairss to improve its conditiion.  TThe District plans its caapital improovements aat Board meeetings. Theere is no foormal Capital Imprrovement Pllan. The District does nnot currentlyy have plans to addresss any of its infrastrructure needs.  TThe Districtt should coonsider adoopting a caapital imprrovement pplan to ideentify fiinancing neeeds, potenntial revenuue sources for these needs andd timing off the immprovemennts. Financial Abiility of Agenciees to Proovide Seervices  TThe District reported tthat its finaancing leveels were addequate to sustain currrent operations.  IVVHD’s bankkruptcy, thaat was filed by the District in 20003, was dismmissed in 22012. California Employmentt Developmment Departtment (EDDD), which is the Disttrict’s laargest crediitor, has maade additionnal requestss; however, the situatioon had not been reesolved as oof the drafting of this reeport. IVHD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 66 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  A vast majority of the District’s income comes from tax revenue, since charges for service at the clinic are collected and kept by Eastern Plumas Healthcare District (EPHD). EPHD pays IVHD $1,500 a month for the lease of the clinic facility.  IVHD keeps a financial reserve for bankruptcy creditor payments. At the end of FY 13-14 there was $150,000 in reserve. It is currently unknown whether the District will have to pay its debt of $340,000 to EDD.  The District has long-term debt in a form of Certificates of Participation, which will be paid off by 2035.  The IVHD FY 12-13 audit did not identify any deficiencies to internal control. The District has an internal fiscal control process in place to protect against improper use of funds. Status of, and Opportunities for, Shared Facilities  The District shares its clinic with EPHD by leasing the facility to EPHD.  The District does not see opportunities to share facilities with other agencies in the future.  IVHD participates in a joint powers agreement (JPA) with the Program BETA Risk Management Authority for professional insurance.  IVHD is a member of the Indian Valley Ambulance Services Authority (IVASA), which is a JPA between IVHD and the Indian Valley Community Services District (IVCSD). Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  IVHD demonstrated accountability in its disclosure of information and cooperation with Plumas LAFCo. The District responded to the questionnaires and cooperated with the document requests.  IVHD practices outreach efforts through participating in community events and inviting press to its Board meetings. The District, however, does not have a website where it makes information available to its residents.  Governance structure options for IVHD will be considered after the District’s bankruptcy process comes to an end and all creditor issues are resolved, at which time the District would be interested in considering consolidation alternatives with other healthcare districts in the County. IVHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 67 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 8. I NDDIANN VA L LEY REC RRE ATT I O N AAN D PA RK D II ST R II CT Indiaan Valley Reecreation annd Park Disttrict (IVRPDD) provides and promootes recreattional activitiess for peoplee of all agees. This is thhe first Muunicipal Service Revieww (MSR) for the District. AGENCYY OVERVVIEW Backgground IVRPPD was formmed in 1965 as an inddependent sspecial disttrict to prommote recreaation and provvide facilitiees for recreaational activvities in the Indian Vallley area. The pprincipal acct that goverrns the Disttrict is the RRecreation aand Park Diistrict Law.440 The principaal act empowwers recreaation and paark districtss to 1) organnize, promoote, conductt, and advertise programss of communnity recreattion, includiing, but nott limited to, parks and open space, parking, trannsportationn, and otherr related seervices thatt improve the communnity’s quality oof life, 2) esttablish systtems of recrreation and recreation facilities, inncluding, buut not limited tto, parks and open spacce, and 3) acquire, consstruct, imprrove, maintain, and opeerate recreatioon facilitiess, including,, but not limmited to, paarks and oppen space, both insidee and beyond the districtt’s boundarries.41 Districts must aapply and obtain LAFFCo approvval to exercise latent powwers, that iis, those seervices authhorized by the princiipal act butt not providedd by the disttrict by the end of 20000.42 Boundarries IVRPPD is locatedd in the nortthwest porttion of Plummas County, adjacent too Lassen County, and enccompasses approximaately 435 square mmiles. Includded withinn the Disttrict’s boundarries are thee communitties of Cresscent Mills, Greenville, Indian Faalls, Paxton,, and Taylorsvville. The District’s bouundaries aree depicted inn Figure 7-11. The otherr recreationn and park disstricts in PPlumas Couunty are AAlmanor Reecreation aand Park DDistrict, loccated northweest of IVRPDD, and Centrral Plumas Recreation and Park DDistrict and Eastern Pluumas Recreation District located souuthwest and south of IVVRPD. LAFCCo and the Board of EEqualizationn (BOE) reccords indicaate that one annexatioon of additionnal territoryy to the Disttrict occurreed in 1992.443 The area aannexed is not specifieed. In 1976, LAAFCo approoved the diissolution oof the district44, howevver the proocess was nnever completeed, and the District remmains in exisstence. 40 Public Reesources Code, DDiv. 5, Ch. 4, commprising §§ 57880-5791. 41 Californiaa Public Resourrces Code §57866. 42 Governmment Code §568224.10. 43 LAFCo Reesolution 91-4 44 LAFCo Reesolution 76-511 IVRPD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 68 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District’s bounds overlap with the Indian Valley Community Service District (IVCSD), which provides the category of park and recreational services, in addition to water, sewer, lighting, and fire protection. IVCSD owns and maintains the Greenville Community Park, Chuck Clay Park, Triangle Park, and Indian Valley community pool. IVRPD operates the pool in the summer months via a contract with IVCSD. IVCSD does not offer recreational activities at these facilities directly with district staff. Sphere of Influence LAFCo established a zero SOI for the District on November 10, 1976.45 No changes have been made to the SOI since its creation. Extra-territorial Services IVRPD provides recreational services to all residents and visitors to the District. The District does not provide recreational services at locations outside of its boundaries. As previously, mentioned, IVRPD’s boundaries overlap with those of IVCSD, which also provides park ownership and maintenance services. Areas of Interest An area of interest for IVRPD is the territory within IVCSD since the two agencies overlap and provide a similar category of services. A consolidation of the two districts may be appropriate. Also, a transfer of services from IVCSD to IVRPD is an option to address this overlap of boundaries and authorities and potential duplication of services. . 45 LAFCo Resolution 76-50 IVRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 69 21 22 23 24 19 20 21 22 28 27 26 25 30 29 28 27 33 34 35 36 31 32 33 34 4 3 2 1 6 5 4 3 9 10 11 12 7 8 9 10 16 15 14 13 18 17 16 15 21 22 23 24 19 20 21 22 28 27 26 25 30 29 28 27 33 34 35 36 31 32 33 34 UV4 6 5 4 3 2 1 6 5 4 3 2 1 6 5 36 3 9 10 11 12 7 8 9 10 12 7 8 9 10 11 12 7 8 16 15 14 13 ^` 18 17 A13 16 15 13 18 17 16 15 14 13 18 17 16 15 14 13 2122 La P k e e n A in lm su a l n a or 19 20 ^` 21 H 2 a 2 milton Branch 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 28 27 26 ^`25 30 29 28 27 26 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 3 0 3 0 3 0 4 3 0 5 000 3 0 6 0 La 0 keAl 0 man 0 or 0 3 0 4 000 3 0 5 0 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 4 3 Alm 2 anor Co 1 u 6 ntry Club UV0 2 1 6 5 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 9 10 ^` 11^`12 1 7 Al L m a a k n e or 147 0 11 12Old Hau 7 n Roa 8 d 9 10 11 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 16 15Pra 1 t 4 tville 18 17 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 13 21 22 23 24 19 20 21 C 22 any 2 o 3 n D 2 a 4 m UV19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 28 27 26 25 30 29 28 2 ^` 7 26 25 3 8 0 9 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 d 3 1 2 5 8 2 7 0 2 3 1 2 3 1 2 4 9 8 4 9 3 6 1 3 6 1 Ca 3 1 1 2 1 1 2 3 2 3 r 3 4 0 5 2 0 5 7 4 2 ibo ^` 3 1 u 1 1 2 1 3 2 2 2 5 4 1 4 1 3 5 3 26 ·|þ} 70 3 1 1 1 2 2 2 3 1 1 6 2 3 2 4 5 4 6 13 3 1 1 3 6 7 1 1 3 3 6 7 0 8 9 1 8 9 0 1 1 2 2 5 5 8 3 7 0 9 8 1 2 2 3 2 7 0 9 2 S eneca R 1 2 2 4 9 o 3 a 6 1 8 d 2 2 3 4 3 1 1 8 3 9 6 T 1 1 w 2 2 3 3 0 5 1 2 ^` 7 1 2 2 3 3 4 a 0 5 2 7 4 in 1 2 2 2 1 3 1 3 6 1 1 2 2 3 2 5 4 1 4 3 6 5 1 1 2 2 1 3 2 3 1 1 4 5 2 2 3 1 6 2 3 4 5 6 7 1 1 3 6 P 6 3 1 8 9 1 0 3 7 3 1 8 9 a 0 1 Lo x R G n t 1 8 2 2 g 5 8 o o R 3 7 ^` 0 9 1 r 2 2 3 5 u V 2 e n 7 e 0 9 2 n a s e l d e le r n 1 V 1 y 2 2 v 4 9 6 3 6 1 v a 8 2 o 2 R 3 4 3 l 1 8 i 9 3 i l o r e l a l 2 y d e ^` 2 3 7 ^` 1 1 2 3 R 2 o a 0 5 d 3 1 7 4 1 R I o 4 0 3 un n 5 K d ^` V UV alley D 8 d ixi e e C 9 an 1 y 1 2 i o 2 d n 2 a 1 4 3 3 1 6 1 2 d 5 2 1 3 4 n 2 3 5 i 6 e F N 1 1 2 2 1 a o 3 2 3 4 1 5 1 2 2 3 1 r l 6 2 3 4 5 6 t l h ^` s V 1 1 1 3 A a 7 C 8 6 8 9 3 0 1 l 3 r 3 6 7 l 1 S l 9 r e 0 1 in t e y a g s m 5 R 1 2 2 t 8 o 2 c 7 o 0 9 3 p 1 2 3 5 0 8 n 2 a T f e 7 9 2 l d i R a n L o y t 1 2 a 2 4 9 a 6 1 l n 8 3 1 M d 2 3 4 o 9 e 3 6 8 3 r 2 il s 1 l 1 1 2 s 2 v 3 0 5 2 7 3 1 1 2 2 i 3 3 4 0 l 5 2 7 4 ^` le 3 2 D 1 1 ia 2 m 3 5 2 2 o n d M o 1 un 4 t 3 a 5 6 in R 2 o 2 a G 3 6 e 1 1 n 1 e 4 1 s 1 ee 1 2 2 2 2 R 1 3 4 3 o 5 4 1 2 1 3 a 3 N 6 2 d 5 6 orth A 7 r 1 3 7 6 m 1 3 1 3 3 6 8 1 9 0 9 0 R 1 1 o 8 ad 2 3 1 2 2 3 5 2 0 1 2 8 5 7 0 9 2 9 G 8 7 rizzly 1 2 3 2 R 3 4 9 1 2 9 4 6 o 1 3 8 3 6 a 1 2 d 8 3 1 1 2 2 3 1 3 1 2 4 3 2 0 5 7 2 4 0 5 2 7 0 1 1 2 3 2 2 1 1 3 2 2 2 1 4 3 5 6 1 4 5 3 6 3 1 1 2 2 3 1 1 1 2 2 1 6 2 3 4 5 6 2 3 4 5 1 3 1 3 3 6 7 1 3 1 6 8 7 1 9 0 1 8 0 9 Bec 5 k 1 3 2 2 3 8 1 5 w 2 2 8 7 2 0 9 2 7 9 0 our 4 th 3 1 2 2 3 4 9 1 2 2 9 - 3 6 1 8 3 G 6 1 8 ene 3 1 1 2 2 3 1 s 3 1 3 2 2 4 0 5 2 7 4 e 0 5 2 7 e R 1 o 3 1 1 2 1 2 2 3 1 a 2 2 1 2 5 4 3 6 5 4 d 3 6 3 1 1 2 1 2 1 1 3 2 1 2 6 2 3 4 2 5 3 6 4 5 1 1 6 7 3 3 8 1 9 1 0 3 6 3 7 1 8 9 0 1 1 2 5 2 8 7 0 9 3 1 2 2 5 3 8 2 7 0 9 2 1 2 4 2 9 6 1 8 3 1 2 2 3 4 9 3 1 2 2 1 6 1 8 3 3 5 2 7 0 2928 27 26 25 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 3233 34 35 36 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 5 4 3 2 1 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 8 9 10 11 12 18 M 1 e 7 ado 1 w 6 Va 1 l 5 ley ^`14 13 18 17 16 15 ^`14 13 18 ^` Eas 1 t 7 Qui 1 n 6 cy 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 2 1 0 71 2 6 1 1 2 5 2 1 2 4 3 1 2 3 4 19 20 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 Q 22 uinc 23 y 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 9 0 2 2 8 1 L Legend Indian Valley Recreation and Park District Resolution: Highways Formed: November 3, 1964 Major Roads ² Indian Valley Recreation and Park District SOI Stream / River Resolution: 76-50 (Zero Sphere of Influence) Adopted: November 10, 1976 0 1.5 3 6Miles Source: Plumas LAFCo Map Created 2/27/2014 htroN 52 pihsnwoT Indian Valley Recreation and Park District Range 8 East Range 9 East Range 11 East Indian Valley Recreation and Park District Plumas County Location Map (Not to Scale) htroN 92 pihsnwoT htroN 82 pihsnwoT Waterbodies htroN 72 pihsnwoT htroN 62 pihsnwoT Range 10 East Range 12 East Parcels Indian Valley Recreation and Park District Sectional Grid Indian Valley Recreation and Park District (MDB&M) Zero Sphere of Influence ^` Communities PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance IVRPD is governed by a five-member Board of Directors. Board members are residents of the District elected at large and sworn in to four-year terms. Board members do not receive compensation and volunteer to run district programs. The District reported that there had been a high turnover in its governing body. The District reported that it had a full board as of January 19, 2015. Board member names and term expiration dates are shown in Figure 8-2. According to the County’s Clerk-Recorder’s office, all the board positions will be up for election in November 2015. All interested candidates will be required to file intent to retain the position or to run in the election with the County in July 2015. The positions presently held by Matt Cerney and Anna Lawson are four-year positions that will then expire in January 2020. The remaining three positions are two-year terms with expiration in January 2018. The Board meets every third Monday of the month at 5:30pm at the Indian Valley Community Center. The meetings are open to the public and attendance is welcome. The meeting agendas are posted on the bulletin boards of the IVRPD community center and the IVCSD community pool, at the post office and Evergreen Market. Additionally, both agendas and minutes are posted on the Indian Valley RPD website. Figure 8-2: Indian Valley RPD Governing Body Indian Valley Recreation and Park District Governing Body Name Position Term Ends Matt Cerney Chair 1/1/2016 Nancy Presser Secretary 1/1/2016 Members Dan Lichtfield Director/Vice Chair 1/1/2016 Doti McDowell Director 1/1/2016 Anna Lawson Treasurer 1/1/2016 Election or appointment by Plumas County Board of Supervisors if Manner of Selection there is not more than one candidate to force an election. Length of Term 4 years Third Monday of I.V. Community Center - 209 Crescent Street - Meetings the month, 5:30 pm Greenville, CA Available online and on the bulletin boards of the IVRPD Community Agenda Distribution Center, IVCSD Community Pool, post office and Evergreen Market Minutes Distribution Available online and at meetings in board packets Contact Contact Stephanie McMillan Mailing Address 209 Crescent Street, Greenville, CA 95947 Phone 530-284-7385 Fax 530-248-1676 Email/Website info.ivrpd@gmail.com IVRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 71 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District keeps its constituents informed of the recreational activities via the IVRPD Facebook page and IVRPD website. The District’s Facebook page and website are updated as needed. The District also reportedly makes use of other local websites for outreach purposes, including the Greenville/Indian Valley Classified Facebook page, Quincy/Portola Classifieds Facebook page, Indian Valley/Plumas County Events Facebook page, Plumas Concerned Citizen’s Facebook page, Indian Valley Moving Forward Facebook page, Indian Valley Chamber of Commerce website, Indian Valley Rock and Blues Society Facebook page, and Plumas Arts Website. The District has advertised fundraising events in local publications and participated in major publicity campaigns to promote its services. For example, during the Taylorsville Fourth of July Parade, the District handed out fliers describing its activities. Articles on district activities have appeared in the local newspaper. Customers can submit their complaints and suggestions about district services in several ways—via email, on any of the aforementioned Facebook pages, in the comment box at the community center, or in person at board meetings. Some residents leave comments on the District’s Facebook page, which gives IVRPD a chance to respond to them. Customers also have an opportunity to call or come into the office and speak directly to the administrator, who is responsible for handling all complaints and suggestions. The District recently implemented a means to track comments and complaints. All comments are reportedly tracked by the administrator and reported to the Board at meetings. The District was not able to report the number of complaints received in 2012, but most were related to the previous administrator’s management style and the lengthy and costly building process of the community center. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. It was reported that the District’s Form 700s for 2013 were on file at the IVRPD office. IVRPD demonstrated full accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo during the MSR process. IVRPD responded to questionnaires and cooperated with document requests. Planning and Management Practices IVRPD employs a part-time administrator who spends about 16 hours weekly on district management and reports to the Chair of the Board of Directors. The administrator, who is responsible for day-to-day operations such as facilities, rentals, maintenance, advertising, and website and social media updates, also manages all the finances and works closely with the County Auditor whenever there are deposits, bill claims, and receipts. Additionally, the administrator prepares a monthly report featuring the monthly income and expenditure tracking sheets, the financial balance, and program updates. This report is presented every month at the IVRPD board meetings for review and approval. The administrator coordinates volunteers, but does not perform regular evaluations of the volunteer staff. The Board does not conduct regular reviews of the administrator. The administrator tracks her workload through timesheets and submits them online. IVRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 72 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District does not evaluate its overall performance by setting high-level goals or programs and regularly evaluating the results; however, IVRPD reportedly monitors it’s program and project results through monthly reports by committee at each board meeting, such as ongoing fundraising projects, facility use and rentals, building and maintenance projects, and outreach efforts. IVRPD does not review or adopt best management practices employed by other agencies. IVRPD reported that it does adopt regular budgets; however, the District was not able to provide a copy of an adopted budget. IVRPD does not regularly audit its financial statements. The District conducted a formal capital improvement plan (CIP) for the creation of the community center in 2002. Presently, IVRPD does not adopt a CIP and capital investments are performed as needed and largely financed through fundraisers. Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the county auditor. These budgets are to be filed and made available on request by the public at the county auditor’s office. All special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or five-year schedule.46 In the case of IVRPD, the Board of Supervisors has approved a five- year auditing schedule. However, the District reportedly does not conduct regular audits. The District should ensure it is meeting the adopted audit requirements as determined by the Board of Supervisors and submitting budgets annually to the County as legally required. At the November 2014 monthly meeting, the IVRPD Board of Directors committed to complete a financial audit in 2015. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District has complied with this requirement. Existing Demand and Growth Projections IVRPD’s boundary area is approximately 435 square miles. Land use within the District is partly suburban residential, as the primary land use is rural, agricultural and forests. Population Based on GIS analysis of 2010 Census data, there are approximately 2,601 permanent residents within the District. 47 Existing Demand The District originally reported in 2012 that it had experienced a decrease in service demand since the opening of the community center in 2010. Although the public is supportive, classes are never at full capacity. However, in 2015, IVRPD reported that 46 Government Code §26909. 47 Census designated places Crescent Mills, Greenville, Indian Falls, Paxton and, Taylorsville in Plumas County. IVRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 73 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW service options have increased dramatically since the new center opened in 2010. Additionally, the Taylorsville Community Pool has higher use than ever before, the playground is in constant use in fair weather, Friday Night for Teens has recreation use each Friday and often has 40 in attendance. Demand fluctuates depending on the season. IVRPD usually experiences an enrollment increase in recreational offerings in the fall, winter and spring, and while there is generally a decrease in class enrollment in the summer, there is greater use of the pool. The District advertises and promotes a fee offset scholarship program, as well as a service fee offset program. These services are reportedly generally underused by participants, reporting reluctance to ask for help. There were no scholarship applications this year. Projected Growth and Development The District reported that there had been no residential growth or development in recent years. The State Department of Finance (DOF) projects that the population of Plumas County will grow by four percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.4 percent. Based on these projections, the District’s population would increase from 2,601 in 2010 to approximately 2,705 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. However, IVRPD anticipates enhanced use of offerings and facilities as new options becoming available, such as a new community gazebo/wedding facility, new community kitchen, and possible future MOU’s for additional programming. The District reported that it was not anticipating any future population growth in the short term. However, IVRPD was considering the possibility of launching more outdoor recreation programs and expanding the soccer program to attract more users. Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. The governance structure options identified for IVRPD include consolidation with Indian Valley CSD or IVCSD transfer of recreation and park property and authority to IVRPD. IVRPD has a zero sphere of influence and overlapping boundaries with Indian Valley CSD. Reportedly unofficial discussions have occurred regarding these and other options. However, the IVRPD Board does not support consolidation that may result in the dissolution of IVRPD. Financing IVRPD reported that its financing is sufficient to deliver existing services. However, the District suffers from a lack of a regular and sustainable funding source, such as property taxes, which constrains its ability to provide additional services. The District attempts to supplement its funding with program fees, grants, and donation. Program instructors retain some of their fees and pay rental for facility use and insurance coverage. IVRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 74 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Internal control measures over finances consist of monthly reports to the Board, including a report of itemized income for the preceding month, itemized expenses for the preceding month, and account balances. The administrator has implemented a regular reporting structure and briefs the Board at the monthly meetings. Other fiscal controls are in place as well. Finances are controlled by the County, and as such payment on expenditures requires a detailed receipt and the signature of both the administrator and a board member. Deposits for fees collected, such as rentals, are made into a private bank account and then the administrative assistant writes a check, the check is signed by any board member and the funds are deposited with the County. The District has no record of completing a financial audit, which would identify any deficiencies to internal controls. In FY 13-14, IVRPD’s revenues totaled $41,286. Of the District’s total revenues rents and concessions comprised 53 percent, donations consisted of 27 percent, contributions from other agencies consisted of 15 percent, a State grant consisted of five percent, and interest and fees for services comprised the remaining fractional portion. The District charges fees for some of its programs and services, however private class instructors pay the District just a portion of the money they receive from the participants. Charges for rentals of the main hall with patio vary from $10 to $20 per hour for regular users. The fee for one-time users is $35 per hour, while the rate for non-profits is $25 per hour. Fees for use of the patio alone are $20 per hour for one-time users, $10 per hour for non-profits, and $5 per hour for regular users. The Keddie Ridge Conference Room is available at $25 for one-time users and $15 per hour for non-profits. Regular users pay between $5 and $15 dollars per hour. The bounce house rental fee is $75 per day. IVRPD offers a 25 percent discount on the rental fees in exchange for some volunteer time. Pool rentals are also available at $75 per two hours; this fee also includes the life guard. Customers also have the option of volunteering in exchange for the rental rates. IVRPD expenditures in FY 13-14 totaled $54,410, and exceeded revenues in that year by $13,124. Expenditures consisted largely of wages and benefits (40 percent), professional services (15 percent), utilities (11 percent), payment for a building permit (11 percent), and facility maintenance (nine percent). The remaining 15 percent of expenditures consisted of insurance, communications, memberships, office expenses, and miscellaneous expenses. IVRPD does not have a formal policy regarding maintaining a certain level of financial reserves. At the end of FY 13-14, the District had a cash balance of $30,868. The District reported that its long-term debt balance amounted to $28,000 at the end of FY 11-12 and that the payment plan had been recently restructured. Since that time, the District has been able to pay off the remaining debt associated with the building of the community center. Repayment of the debt, associated with the capital project that was completed in 2010, posed a particular challenge for IVRPD. The District continuously applied for grants to pay down the debt. The community center cost $982,000 to build; $500,000 of this sum was paid off with State funds, $80,000 with a stewardship council grant, $47,000 with grant money, and $110,000 with a donation by the Ben B. Cheney Foundation. Local volunteer labor and local cash donations also contributed to the payment of the debt and cost of the center. IVRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 75 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Regarding joint financing mechanisms, such as joint power authorities (JPAs), the District works with IVCSD through a JPA for the maintenance and operations of Triangle Park, which is owned by IVCSD. IVRPD also participates in an MOU to run IVCSD’s pool, as previously mentioned, and participates in other facility sharing arrangements with Indian Valley CSD, the County, and private recreation providers. IVRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 76 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW RECREAATION AAND PARRK SERVVICES Servicce Overvview IVRPPD is responsible for tthe maintennance and operationss related too special evvents, activitiess, sports annd recreatiion programms for youth and aduults that taake place att the communnity center aand playgroound. Addittionally, thee District maanages the ccommunityy pool through a memorandum of unnderstandinng with IVCCSD. Also thhrough an agreement with IVCSD, IVVRPD financed the connstruction, mmaintenance and repaiirs associateed with Triaangle Park (a portion of Greenville Park). Thee District allso maintainns the tennnis courts aat the Taylorsvville Countyy Campgrouund througgh an agreeement withh the Countty. Recreattional opportunnities proviided by thee District innclude varioous fitness classes, linee dancing, yyear- round wweekly teen nights, youuth gymnastics, youth wrestling, martial artss, bouncy hhouse play, socccer, swimmming, rock cclimbing, annd water aeerobics. Othher programms include mmusic lessons, gardening, The Round Valley Run,, and kids’ ffiishing. IVRPPD partners with organizations in ooffering reccreational seervices to thhe community— the Plummas Countyy Board of SSupervisorss, the Indian Valley CSSD, the Gennesee Retreeat (a youth ffocused orgganization),, Greenvillee Outdoor Adventuree Learningg (GOAL) Rock Climbingg Program, tthe Mountaain Circle Fooster Agencyy, and the Sierra Instituute. The Disstrict most reccently enterred into a partnership with Sierraa Institute inn running thhe Round VValley Run as oof summer 22014. In 20012, IVRPDD signed a memoranddum of undderstandingg (MOU) wwith a volunnteer committtee to managge the Indiaan Valley Coommunity PPool in Tayloorsville. Thee volunteers pay the Distrrict to pay thhe bills, inclluding the eemployee innsurance. The District maakes the commmunity ceenter availaable to orgaanizations aand agenciees for use. Thee center houuses the Inddian Valley Resource CCenter. Pluumas Countyy Mental Health holds reegular sessions at thee center. WIC providdes servicee here andd court orddered counseling services are provideed at the center. Therre appears tto be some overlap in the type off services ooffered withh IVCSD, as both agenciess provide seervices withhin the samee general paark and recrreation cateegory. Howwever, IVCSD’s services largely focus on makingg park facillities availaable for pubblic use thrrough ownershhip and maintenance off the parks, while IVRPPD operatess a recreatioon center, a park and playyground, annd the pooll, which offfer recreational activitties. Givenn this overlaap in authorityy, there is the potenttial for dupplication of efforts andd services. There maay be potentiaal for further collaborattive efforts between thhe two distrricts, or perhaps some form of functiional consollidation or rreorganizattion to elimminate this dduplication of efforts byy the two agenncies. Staffing Priorr to the opeening of the communityy center in 2010, the DDistrict wass entirely ruun by volunteeers and did nnot employ any professsional staff. Curreently, manaagement annd administtration actiivities are performed by a part--time administtrator. The District’s bboard membbers and coommunity mmembers allso volunteer as programm coaches. TThe Districtt constantlyy needs and looks for vvolunteers tto help withh the IVRPD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 77 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW maintenance of the community center and the implementation of programs. The District promotes volunteerism for program leaders to implement its many programs. IVRPD has a maintenance standing committee with a core group of contractors and technicians who maintain the facilities. Facilities and Capacity IVRPD owns and operates the Indian Valley community center. The Indian Valley Community Center opened in Fall 2010 and is located in downtown Greenville. It offers a conference room, a main hall, and a patio. The facility is considered to be in excellent condition. The main building is currently being upgraded. Two awnings are being built onto the main facility to prevent ice/snow buildup from coming down off the roof at two of the main building entrances. In addition, plans have been drawn by an engineer and approved by the Board to develop an outdoor plaza/courtyard that shall be used for a variety of outdoor events. While the District does not own any other facilities, it participates in extensive facility sharing practices through agreements with other agencies and organizations. Every summer the District oversees and manages the Indian Valley community swimming pool (owned by Indian Valley CSD) via a lease agreement. The District also works with IVCSD through a joint powers agreement for the maintenance and operations of Triangle Park, which is also owned by IVCSD. In 2014, the District also partnered with Greenville Outdoor Adventure Learning (GOAL) Rock Climbing Program to provide insurance to the facility. Infrastructure Needs At present, the District reported that there are no significant infrastructure needs or deficiencies with the facilities. Challenges The primary challenge identified by the District is limited funding. Service Adequacy This section reviews indicators of service adequacy, including recreation center hours per week and capacity constraints. The pool is operated during summer months (mid June to the end of August) from 9:30 to 6:00 daily for lessons, lap swim, open swim, and aquatic aerobics. The administrative assistant holds regular office hours at the community center from 1:30 pm to 5:30 pm Tuesday through Friday. Additionally private classes and community events are held at the center approximately 10 hours per week. IVRPD generally has limited organizational capacity to provide adequate services to its residents. The primary constraint to capacity is limited financing. IVRPD lacks a sustainable and reliable financing source. The District has faced challenges with financing capital improvements in the past. A new financing structure or source would greatly benefit the District. Another option to address this constraint is a reorganization of how services are structured, such as consolidation with Indian Valley CSD. Additionally, the District is IVRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 78 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW limited in the nummber and tyype of classses that it can offer bby the voluunteers thatt are interesteed in providing instruuction of anny sort. Thhe District iis constantlly searching for volunteeers that have a particulaar talent theey are willinng to share with the community. INDIAN VALLEYY RECREATION AAND PARK DISTTRICT DETERRMINATIONS Growtth and PPopulatiion Projjectionss  AAs of 2010,, the population withhin Indian Valley Reccreation annd Park Disstrict (IIVRPD) wass 2,601.  TThere has beeen no recennt growth inn the Districct.  BBased on Staate Departmment of Finaance (DOF) growth proojections, thhe populatioon of IVVRPD is antticipated to bbe 2,705 in 2020. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determiined. Speccific disaddvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  IVVRPD reporrted that serrvice optionns have incrreased sincee the new ccenter opened in 2010. Particiipation flucttuates depeending on thhe season, especially duuring summmer.  TThe District was unablle to providde the nummber of commplaints reeceived in 22012. IVVRPD has siince implemmented a complaint traacking systeem and instaalled a commment box at the ceenter.  TThe District does not ssubmit its annual buddget or fivee-year auditt to the Pluumas County Audiitor as requuired. The District shoould ensuree it is meetting the adoopted audit requirrements as determined by the BBoard of Suupervisors and submiitting budgets annnually to thee County ass legally reqquired. At tthe Novembber 2014 BBoard mmeeting, it wwas decidedd that IVRPPD would coomplete a ffinancial auudit in 20155 and suubmit findinngs to Plummas County’ss Auditor’s OOffice.  IVVRPD generrally has limmited operattional capaccity to provvide adequatte services to its reesidents. Thhe primary constraintss to capacitty are limiteed financingg resourcess and thhe number of willing vvolunteers that are inteerested in pproviding innstruction of any soort.  TThe District did not idenntify any particular infrrastructure needs. IVRPD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 79 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Financial Ability of Agencies to Provide Services  IVRPD reported that its financing was not adequate to deliver services.  IVRPD has not adopted a formal policy regarding a target level of financial reserve funds to be maintained. However, the District does maintain a reserve fund from year to year. Status of, and Opportunities for, Shared Facilities  IVRPD facilities are available for rent to non-profits and regular or one-time users.  IVRPD participates in extensive facility sharing practices through agreements with other agencies and organizations. Every summer the District oversees and manages the Indian Valley community swimming pool (owned by Indian Valley CSD) via a lease agreement. The District also works with IVCSD through a joint powers agreement for the maintenance and operations of Triangle Park. In 2014, the District also partnered with Greenville Outdoor Adventure Learning (GOAL) Rock Climbing Program to provide insurance to the facility.  IVRPD partners with organizations in offering recreational services to the community—the Plumas County Board of Supervisors, the Indian Valley CSD, Mountain Circle Foster Family Agency, the Genesee Retreat (a youth focused organization), Greenville Outdoor Adventure Learning (GOAL) Rock Climbing Program, and the Sierra Institute. Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  IVRPD demonstrated accountability and transparency in its cooperation with Plumas LAFCo during the service review process. The District has a website where contact and meeting information are made available to the public. IVRPD conducts outreach activities beyond the legally required ones, such as posting of agendas and minutes.  Governance structure options with regard to IVRPD include consolidation with Indian Valley Community Services District or IVCSD transfer of recreation and park services to IVRPD. Given that the two agencies provide a similar category of park and recreation services within bounds that overlap one another, there may be efficiencies gained from such a change in service structure. IVRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 80 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 9 . TAAY LOORSVVI L L EE CE MM ET EE RY D ISST R ICCT Tayloorsville Cemetery Disstrict (TCDD) providess cemeteryy related sservices too the residentts of the uniincorporateed community of Tayloorsville. Serrvices includde the provvision of full-caasket and crremation buurial spacess, maintenannce of grouunds, and reepair and caare of areas wiithin the cemmetery. Thee District alsso provides a search seervice by asssisting peopple in tracing ffriends or reelatives whoom they believe to be bburied withiin the cemetery. AGENCYY OVERVVIEW Backgground Tayloorsville Cemmetery Distrrict was forrmed prior to the creaation of LAFFCo, and reccords on the oofficial date of formatioon are limitted. The Diistrict reporrted that reecords showw the district ccemetery wwas operatioonal as far bback as 18611, while Boaard of Equaalization reccords show 19924 as the offficial year oof formationn for the Tayylorsville Cemetery District. The principal acct that goveerns the District is thee Public Cemmetery Disttrict Law.48 The principaal act authoorizes the ddistrict to own, operatte, improve,, and mainttain cemeteeries, provide interment services within its booundaries, aand to sell interment accessoriess and replacemment objectss (e.g., buriaal vaults, linners, and floower vases). Although the districtt may require and regulaate monuments or maarkers, it iss precludedd from sellling them. The principaal act requirres the distrrict to mainntain cemeteeries ownedd by the disstrict.49 Thee law allows tthe district to inter noon-residents under certain circummstances.50 Districts must apply annd obtain LLAFCo apprroval to exxercise latennt powers or, in otheer words, tthose services authorizedd by the prinncipal act buut not provided by the ddistrict at thhe end of 20000.51 TCD is located in the northeastern part of Pllumas Counnty, and enncompassess the unincorpporated commmunity of Taylorsvillee. Boundarries TCD’s boundaryy is located entirely within Plumas County. TThe boundarry area inclludes the uninncorporatedd communityy of Taylorssville. The DDistrict borrders the ceemetery disttricts of Greennville, Crescent Mills, and Quinccy-La Portee in the weest, southwwest, and south, 48 Californiaa Health and Saafety Code §90000-9093. 49 Californiaa Health and Saafety Code §90440. 50 Non-resiidents eligible for interment aare described iin California Health and Safetty Code §90611, and include fformer residents, ccurrent and forrmer taxpayerss, family membbers of residentts and former residents, famiily members off those already burried in the cemmetery, those wiithout other cemetery alternaatives within 155 miles of theirr residence, andd those who died wwhile serving in the military. 51 Governmment Code §568224.10. TCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 81 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW respectively. TCD borders Lassen County in the north. The District’s boundaries encompass approximately 211 square miles. Since its formation there have been no annexations or detachments to TCD. Sphere of Influence TCD’s Sphere of Influence (SOI) was first established on November 10, 1976.52 At that time, the SOI was made coterminous with the District’s boundaries. There have been no changes to the SOI since it was established. Extra-territorial Services While the District does not provide cemetery services outside of its bounds, the District will provide services to any non-resident of the District for additional fees. Areas of Interest The District did not identify any areas of particular interest within or outside its bounds. 52 LAFCo Resolution No. 76-63. TCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 82 Taylorsville Cemetery District Range 9 East Range 11 East 6 5 4 3 2 1 6 5 Taylorsville Cemetery District 7 8 9 10 11 12 7 8 12 18 17 16 15 14 13 18 17 16 15 14 13 13 19 20 21 22 23 24 19 20 21 22 23 24 22 23 24 30 29 28 27 26 25 30 29 28 27 26 25 30 29 27 26 25 Plumas County 31 32 33 34 35 36 31 32 33 34 35 36 31 32 32 33 34 35 36 5 5 4 3 2 1 6 5 4 3 2 Loc1ation M6 ap (N5ot to S4cale) 3 2 1 6 5 8 9 10 11 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 20 21 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 19 20 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 0 35 36 31 32 33 34 35 36 31 32 5 4 3 ^` 2 North 1 Valley Ro 6 ad 5 4 3 2 oa d 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 R 8 9 G 1 r 0 eenvill 1 e 1 12 7 8 9 10 11 M o untain 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 2 2 1 9 0 716 2 2 1 8 Ro R u e n s 2 d e 2 2 r 7 V v 1 a o 5 R o a l d i l r R e o un d y V alley D ixie C anyo n 14 23 1 2 2 3 4 5 ^`1 1 9 8 C 3 S 0 r ta e m s p c fl e i n L 1 2 2 a 7 t 0 9 n M e ills 1 2 2 6 1 8 1 2 2 5 2 7 Dia m o n d 2 2 3 6 14 24 1 2 3 5 North A 1 r m 8 Ro 1 3 ad 9 0 1 2 2 7 0 9 1 2 2 6 1 8 1 2 2 5 2 7 1 2 2 4 6 3 1 2 2 3 4 5 1 1 3 8 9 0 1 2 2 7 0 9 1 2 2 6 1 8 1 2 2 5 2 7 1 2 2 4 3 6 1 2 2 3 4 5 1 1 3 8 9 0 1 2 2 7 0 9 26 ^` 32 4 33 ^` 3 34 In UV d 8 i 9 a 2 n 3 F 5 alls 3 1 6 Arl 6 ing 3 t 1 on Ro 5 ad 32 4 3 T 3 aylo 3 rs 3 v 4 ille 2 35 G e 1 nesee R oad 36 6 31 3 5 2 3 4 3 3 3 4 3 2 5 3 1 6 3 6 1 Beck 5 wo 3 u 2 rth-Ge 4 nes 3 e 3 e Road 3 3 4 3 2 5 3 1 6 6 31 5 32 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 2 2 1 8 ^` 2 2 2 7 Ked 2 2 d 3 6 ie 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 0 9 Grizz 2 ly 8 Ro 2 ad 1 2 2 2 7 2 2 3 6 2 2 4 5 19 20 21 22 23 24 19 20 30 29 28 27 26 25 30 29 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 Legend ² Taylorsville Cemetery District Resolution: Highways Formed: November 7, 1924 Major Roads Taylorsville Cemetery District (SOI) Stream / River Resolution: 76-63 Adopted: November 10, 1976 0 1.5 3 6Miles Source: Plumas LAFCo Map Created 2/27/2014 htroN 82 pihsnwoT htroN 72 pihsnwoT Waterbodies htroN 62 pihsnwoT htroN 52 pihsnwoT Range 10 East Range 12 East Parcels Taylorsville Cemetery District Sectional Grid Taylorsville Cemetery District (MDB&M) Sphere of Influence ^` Communities PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance Taylorsville Cemetery District is governed by a five-member board of directors who are appointed by the County’s Board of Supervisors to four-year terms. While the Clerk of the Board of Supervisors maintains a list of all district members and their terms and is generally in communication with the districts regarding vacancies and expirations, TCD reported that it was unaware of the term lengths and when the terms of its board members would expire. TCD reported that its board members do not hold formal positions. The District’s enabling act (Health and Safety Code §9028) requires that board members elect their officers—a chairperson, a vice chairperson, and a secretary. TCD is currently non- compliant with the legal requirements of the officers’ appointments; however, the District reported its intent to appoint officers as required in the near future. There are presently two vacancies on the Board. Current board member names, positions, and term expiration dates are shown in Figure 9-2. Meetings are held on no regular day or time. When the District was interviewed in 2013, it reported that the last meeting was held in 2012. The District’s enabling act (Health and Safety Code §9029) requires that the Board of a cemetery district meet at least once every three months. TCD is currently not meeting the minimum number of legally required meetings. The District is now aware of this requirement and plans to institute regular meetings to occur every three months. Meetings are held at a home of one of the board members. The District has not historically posted its agendas. In July 2014, the County Supervisor representing the area discussed with the District the minimum number of legally required meetings and the posting of the agendas 72 hours prior to meeting. TCD is presently aware of both legal requirements. Minutes are available upon request. Figure 9-2: Taylorsville Cemetery District Governing Body Taylorsville Cemetery District Governing Body Name Position Term Ends Kathleen Erickson Chair 2015 Members Suzette Reed Member 2017 Delbert Lehr Member 2017 Vacant Member 2015 Vacant Member 2017 Manner of Selection Appointment Length of Term 4 years Meetings At no regular day or time. At the home of the board members. Agenda Distribution Not posted or distributed. Minutes Distribution Available upon request. Contact Contact Kathleen Erickson, Director Mailing Address PO Box 52, Taylorsville CA 95983 Phone 530-284-6224 Email/Website Kathleen.s.erickson@usps.gov TCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 84 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Besides the required minutes, the District does not conduct any public outreach activities. The District reported that informational fliers are available upon request at the District’s headquarters—the local post office. The brochures were developed several years ago and likely need to be updated. TCD does not maintain a website where information is made available to the public. The District indicated that development of a website is a long- term goal. If a customer is dissatisfied with the District’s services, complaints may be submitted to the board chair. The board chair, who also serves as the District’s volunteer general manager, is responsible for receiving all complaints and notifying the cemetery’s custodian to handle all complaints to resolution. The District reported that complaints regarding the condition of the cemetery have decreased since the hiring of the new custodian, and as a result, it did not receive any complaints in 2013. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. It is unclear if each of the board members have filed the required forms for 2013. The District is checking into this to ensure all reporting requirements have been met. Taylorsville Cemetery District demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo. The District took part in an interview, responded to the questionnaires, and cooperated with the document requests. Planning and Management Practices The District employs one custodian who works 10 months a year from March until December. The District was in the midst of hiring a new custodian during the drafting of this report. TCD also relies on the board members for volunteer work. Additionally, the District arranges for crew assistance provided by the Susanville Cal Fire Unit for the seasonal removal of leaves. The custodian reports to the board chair who serves as general manager. The District does not conduct regular staff evaluations. TCD reported that it evaluates its employee’s performance through the absence of complaints concerning the condition of the cemetery. Individual staff workload is not tracked with time cards. The operations and productivity of the District are not evaluated in annual or other regular reports. The District does not establish long-term goals in formal plans. TCD reported that should the need for pieces of equipment arise, the custodian can purchase them at a few locations where the District has store accounts. In the event of a costly project, the custodian has to submit the estimated cost to the Board for approval. The District’s finances, including its endowment care fund, are managed and tracked through the County. Because of its small size, the District is considering conducting audit reviews instead of full audits in the future. The District adopts budgets annually. TCD has not compiled any other planning documents such as a master plan. TCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 85 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the county auditor. These budgets are to be filed and made available on request by the public at the county auditor’s office. All special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or five-year schedule.53 TCD is required to conduct audits every five years. The District reported that its first audit was submitted for FY 09. As of March 2015, the District had initiated an audit for the five-year period from FY 10 to FY 14, but had not yet received a completed report from the auditor. The District should ensure it is meeting the adopted audit requirements as determined by the Board of Supervisors and submitting budgets annually to the County as legally required. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District did not comply with this requirement for FY 12-13.54 The District reported that it intends to file on time this year. Existing Demand and Growth Projections A majority of the District is U.S. Forest Service land, and the majority of the private land is agriculture, which limits opportunities for residential and commercial development. Taylorsville has resort and recreation, and secondary residential zones with some surrounding agricultural preserve and rural residential areas. Population There are approximately 483 residents within the District, based on GIS analysis of 2010 Census data. 53 Government Code §26909. 54 State Controller’s Office website. http://sco.ca.gov/mobile/News/NewsDetail.aspx?id=67 TCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 86 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW Existing Demand Figurre 2-3: TCD BBurials (20007-2012) While the popuulation in tthe 5 District has slightlyy decreasedd in the last few years, TCD reportted 4 that demand for services hhad been geenerally the same. TTCD 3 reportedd that theree is a current trend awway from fulll-body buriials 2 to cremaation burialls. Due to the lack off an accurate trackking 1 system, burial records are approximmate. The District 0 estimatees to have handled ffour 2007 20008 2009 2010 22011 20122 burials in 2011 and 2012. Projected Growth and Developpment TCD does not coonduct formmal demand forecastingg, trends annd anticipatiions. At preesent, the Distrrict anticipaates no signiificant channge in demannd in the shhort term. The SState Deparrtment of Fiinance (DOF) projects that the poopulation off Plumas Coounty will groww by five peercent in thee next 10 yeears. Thus, tthe averagee annual population growth in the Coounty is annticipated too be approxximately 0.55 percent. BBased on thhese projecttions, the Distrrict’s populaation wouldd increase frrom 483 in 22010 to appproximatelyy 507 in 20220. It is anticippated that ddemand for service witthin the Disstrict will inncrease minnimally baseed on the DOF population growth proojections through 20200. The District is not awaree of any ssignificant planned orr proposedd residentiaal or commercial developpments withhin its bounnds. Growth SStrategies The District is nnot a land uuse authoriity, and doees not hold primary reesponsibilitty for implemeenting growwth strategies. The lannd use authhority for uunincorporaated areas is the County. Financing While the Distrrict has expperienced aa decline inn interest rrevenue duuring the reecent economiic recessionn, TCD repported thatt its financcing level was adequuate to proovide necessarry services. The Districct provided its most reecent auditeed financial statement from FY 09; hhowever, inn order to provide a mmore up-too-date repreesentation of the Disttrict’s financiall status, an uunaudited rreport for FYY 14 was ussed for the ppurposes off this report. In FYY 09, the auditors identtified deficieencies in innternal conttrol over finnancial repoorting that werre considereed to be maaterial weakknesses. The audit camme to the following finddings regardinng TCD’s internal financcial controlss: TCD shouuld adopt a ffixed asset ppolicy to record, track annd depreciate all fixed assets. TCD should immprove inteernal contrrol-signatures of TCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 87 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW approval of minutes, expenses approved, expense classifications or budget line items. The audit also recommended an addition to existing district policies of filing requirements of the State Controller’s office, as well as including bookkeeping steps, mail handling, invoice processing, etc. in a procedures manual. Given the small nature of the District, it is essential that controls be in place to ensure proper use of public funds. In FY 13-14, the District had total revenues of $10,948. Revenues included property taxes (93 percent), sales of plots and fees (five percent), timber yield tax (one percent), donations (one percent), and interest (one percent). The District’s fees were last updated in 2000. TCD reported that the Board wants to maintain low fees. In addition to the regular fees, the District currently charges endowment fees. By charging $5.00 per plot square foot, the District meets the legally required minimum endowment fee of $4.50 per plot square foot for all plot types.55 The principal act requires the District to charge non-resident fees that are at least 15 percent higher than fees charged to residents and property owners.56 The District’s fee schedule includes such fees for non-residents. In FY 13-14, the District had a total of $4,484 in expenditures, which included salaries and benefits (60 percent), utilities (17 percent), insurance (nine percent), maintenance supplies (seven percent), tax administration fee (six percent), and office expenses (one percent). The District uses a pay-as-you-go approach from regular revenue sources for any necessary capital improvements. The District may also make use of interest from the endowment fund for capital improvements related to regular maintenance. TCD did not have any long-term debt. The District does not have a formal policy of maintaining a reserve fund balance for contingencies. At the end of FY 13-14, TCD had a cash balance of $32,535. The District has an endowment care fund and provides endowment care to its cemetery, as required by law. Cemetery districts are required to establish an endowment care fund and may only use the interest of the fund to finance the care of the facilities.57 In FY 13-14, the District’s endowment care fund had a balance of $5,500 and had interest income in a separate fund with a balance of $399, which it could use for maintenance of the facilities. TCD does not participate in any financing joint power authority (JPA). 55 Health and Safety Code §8738. 56 Health and Safety Code §9068. 57 Health and Safety Code §9065. TCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 88 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW CCEMETERY SERVVICES Servicce Overvview TCD provides ccemetery reelated servvices, includding the prrovision of full-caskett and crematioon burial sppaces, mainttenance of grounds, annd repair annd care of aareas withinn the cemeteryy. The Distrrict also proovides a seaarch servicee by assistinng people inn tracing friiends or relativves whom tthey believee to be burieed within thhe cemeteryy. Staffing Reguular maintennance is commpleted by one custodiian who woorks 10 monnths a year. The District also relies on the board memberrs for volunnteer mainttenance andd administrrative work. Facilities andd Capacity The DDistrict offeers services at one cemmetery faciliity within itts bounds——the Taylorssville Cemeterry. Tayloorsville Cemmetery has four acress of developped cemeteery space aand six acres of undevelooped spacee. The cemeetery is repportedly inn good conddition, conssisting of ggreen landscapping. Part off the cemeteery lies on aa hillside, whhich makes it challengiing to dig grraves and furtther develoop. While thhe cemeterry has suffiicient spacee for current demandd, the District ddid not provvide an estimmate as to wwhen the ceemetery mayy be filled too capacity. The DDistrict ownns some pieeces of equiipment inclluding sprinnklers for irrrigation, a lawn mower, aand weed reepellents. Infrasstructurre Needs At prresent, the DDistrict repoorted that thhere is the nneed to expand the cemmetery and bbuild a structuure to housee a protected cemetery map. Challeenges The DDistrict repoorted that ffilling the vaacant positioons on the BBoard is diffficult, due tto the small poopulation froom which bboard membbers may bee appointedd. Additionnally, the Disstrict faces a particular cchallenge inn separatinng the post office and U.S. Postaal staff fromm the District’ss operationns. The genneral managger positionn of the Disstrict has hhistorically been passed ddown to thee current poostmaster. District reccords are mmaintained inn the post ooffice and persons intereested in puurchasing a plot visit the post ooffice to recceive addittional informattion. Duringg the interview, the Disstrict reportted that it wwas in the pprocess of trrying to separaate the Disttrict’s operaations from tthe post offfice as they wwere unrelaated otherwwise. TCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 89 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Service Adequacy The following are indicators of service adequacy for cemetery districts, as defined by law or best practices. In some areas, Taylorsville Cemetery District meets service standards for adequate services, while other aspects could be improved upon as shown below.  Districts that provide maintenance services on a year-round basis tend to be those with larger populations and property tax bases. Those that provide minimal maintenance tend to be those with smaller populations and less property tax. Taylorsville Cemetery District provides minimal maintenance services between the months of March and December.  Health and Safety Code §9068 requires cemetery districts to have non-resident fees. Taylorsville Cemetery District charges non-resident fees for each plot type in its price schedule.  Health and Safety Code §9065 requires cemetery districts to have an endowment fee. Taylorsville Cemetery District charges an endowment fee.  According to Health and Safety Code §8738, a minimum endowment care fee must be $4.50 per plot square foot. Taylorsville Cemetery District meets this requirement.  Cemetery districts can legally provide services to non-residents if the deceased satisfies the eligibility requirements of a non-district resident per Health and Safety Code §9061, and the non-resident fee is paid. The principal act limits interments at cemetery districts to residents, former residents who purchased plots when they were residents, property taxpayers in district bounds, former property taxpayers who purchased plots, eligible non-residents, and the family members of any of the above. By allowing anybody to purchase a plot in its cemetery, TCD is non-compliant with legal constraints on the burial of non-residents.  In order to adequately plan for existing and future demand and capacity needs, cemeteries track the number of interments annually. TCD does not have an accurate tracking system of the number of annual burials and does not assess remaining capacity at its facility. TCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 90 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW TAYYLORSVILLE CEEMETERYY DISTRRICT DEETERMINNATIONSS Growtth and PPopulatiion Projjectionss  TThere are appproximately 483 residents withinn Taylorsvillle Cemeteryy District (TCD).  OOver the past decade the District haas experienced a slightt decrease inn populationn.  NNo or slow ggrowth is expected withhin the Distrrict in the next five yeaars. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  Itt is unknowwn how mucch remaininng space thee Taylorsvillle Cemeterry has; howwever, thhe District indicated that expansioon may be necessary in the near fuuture.  TThere is a cuurrent trendd away fromm full-body bburials to crremations.  AAt present, tthe District reported thhat there wwas a need ffor a covered viewing map and expansioon of the cemmetery.  TThe Districtt could improve uponn service aadequacy bby operatinng within legal reequirementts for cemettery districtts. By allowwing anyboddy to purchhase a plot in its ceemetery, thhe District iss non-comppliant with llegal constrraints on thhe burial of non- reesidents.  TTCD could iimprove itss tracking of the nummber of annnual buriaals, in ordeer to adequately pplan for exissting and futture demannd and capaccity needs. Financial Abiility of Agenciees to Proovide Seervices  TThe District rreports thatt current finnancing leveels are adeqquate to deliiver servicees.  TThe District’s audit founnd material weaknessees in the inteernal fiscal controls of TCD. GGiven the smmall naturee of the Disstrict, it is eessential thhat controlss be in placce to ensure propeer use of puublic funds. TCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 91 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Status of, and Opportunities for, Shared Facilities  The District does not currently share facilities or equipment; however, the District has indicated interest in reorganization with other cemetery districts, which may allow enhanced efficiencies related to improved facility and equipment sharing. Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  The District demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo.  Health and Safety Code §9029 requires that the Board of a cemetery district meet at least once every three months. TCD is currently not meeting the minimum number of legally required meetings.  Brown Act §54954.2 requires that agendas must be posted at least 72 hours prior to meeting. TCD is violating the Brown Act by not appropriately postings its agendas. The District plans to properly post agendas for all future meetings.  The District does not conduct outreach efforts, except for making available informational fliers at the local post office—the District’s headquarters. It is recommended that all agencies maintain websites where public documents are made available in order to ensure transparency.  Governmental structure options identified over the course of this review include consolidation with the surrounding cemetery districts of Crescent Mills and Greenville. A consolidation could further promote savings while ensuring continuous and consistent operations. Taylorsville Cemetery District also identified a consolidation with Crescent Mills CD and Greenville CD as a feasible governmental structure option. The District reported that it hoped such a consolidation would help fill the Board and improve the District’s governance.  Another governance option is a countywide consolidation of all cemetery districts, given that every district is struggling with similar issues and could benefit from a single strong governing body and administration. TCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 92 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 110 . COUUN T Y S E RV I C EE A R EEA 6 Counnty Service AArea (CSA) 6, also knowwn as Gennnessee Valleyy CSA, is inaactive. Thiss CSA has not iin the past aand presenttly does nott provide anny services.. This is thee first Muniicipal Service RReview (MSSR) for CSA 66. AGENCYY OVERVVIEW Backgground CSA 6 was formmed Decembber 18, 1973 as a depeendent speccial district of the Couunty.58 The Disttrict was foormed to provide sewwage disposaal, fire prottection, roaad maintenance, garbage and refusee collectionn, and wateer services.. None of these servvices were ever activatedd. The pprincipal acct that goverrns CSA 6 iss the Counttyy Service Area law.59 TThe principaal act authorizzes county sservice areaas to providde a wide vaariety of municipal serrvices, incluuding street mmaintenance,, fire protecction, extendded police pprotection, water and ssewer serviices.60 A CSA mmay only prrovide thosee services aauthorized in its formaation resoluution unless the Board off Supervisorrs adopts a resolution aauthorizingg additional services. AAll districts must apply annd obtain LLAFCo apprroval to exxercise latennt powers or, in otheer words, tthose services authorizedd by the prinncipal act buut not provided by the ddistrict at thhe end of 20000.61 Boundarries CSA 6 encompaasses 0.15 square milees in the GGenesee Valley. Theree have beeen no boundarry changes tto the Distriict since formmation. Sphere oof Influence A zerro sphere oof influence (SOI) was adopted foor the Distriict in 1976.62 At that ssame time, disssolution of the Districtt was recommmended. 58 LAFCo Reesolution 73-3. 59 Californiaa Government CCode §25210 ett seq 60 Californiaa Government CCode §25213. 61 Governmment Code §568224.10. 62 LAFCo Reesolution 76-211. CSA 6 cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 93 Genesee Valley County Service Area #6 Range 11 East Genesee Valley CSA #6 Plumas County Location Map (Not to Scale) Antelope Road 31 36 Genesee Indian Creek Road Indian Creek Red Clover Creek B 25N42 e c k w o u rth G e n e s e e R o a d Legend ² Genesee Valley County Service Area #6 Resolution: 73-3 Highways Formed: July 20, 1973 Major Roads Genese Valley CSA #6 (SOI) Stream / River Resolution: (Zero Sphere of Influence) Waterbodies Adopted: 0 165 330 660Feet Source: Plumas LAFCo Map Created 6/19/2014 htroN 62 pihsnwoT Range 12 East Genesee Valley County Parcels Service Area #6 Sectional Grid Genesee Valley CSA #6 (MDB&M) Zero Sphere of Influence ^` Communities PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance As a dependent special district of the County, CSA 6 is governed by the five Supervisors of the Plumas County Board of Supervisors. Board members are elected by supervisorial districts and serve staggered four-year terms. Current governing board members are Terry Swofford, Kevin Goss, Sherrie Thrall, Lori Simpson, and Jon Kennedy. The Governing Board meets on the first three Tuesday mornings of every month in the Courthouse Board of Supervisors’ Chambers. The Governing Board meeting agendas are a part of the Board of Supervisors’ agendas and are posted on the Plumas County website. Governing Board meeting minutes are also available on the Plumas County website. Figure 10-2: CSA 6 Governing Body County Service Area 6 Governing Body Name Position Term Ends Terry Swofford District 1 2016 Members Kevin Goss District 2 2016 Sherrie Thrall District 3 2014 Lori Simpson District 4 2016 Jon Kennedy District 5 2014 Manner of Selection Election Length of Term 4 years First three Tuesdays of every Supervisors Board Room, Meetings month at 10 am County Court House Agenda Distribution Posted on County’s website Minutes Distribution Posted on County’s website Contact Contact None Mailing Address Phone Fax Email/Website Plumas County makes available its budget, general plan, emergency operations plan and other documents on its website. Because the District is inactive, no information is available on the County website regarding this CSA and no additional outreach efforts are made to inform constituents about the District. There is no complaint process in place for this specific CSA given its inactive nature. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the independent special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. However, because the CSA 6 cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 95 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW District’s governing body consists of the Board of Supervisors, the County Clerk of the Board acts as the filing officer and maintains copies of each Supervisor’s Form 700 submittals. Each of the board members has filed the required Form 700s for 2013. Planning and Management Practices There are no staff dedicated or associated with CSA 6. While the area that was planned to be served by CSA 6 was proposed for a residential development, the development never came to fruition. It appears that there are no historical planning documents for CSA 6. Also, as the District has no revenue and no expenditures, the CSA is not mentioned in the County’s financial planning documents such as the budget and financial statement. Existing Demand and Growth Projections CSA 6 encompasses 32 parcels totaling 0.15 square miles. Land within the District is generally vacant lots that are zoned for primarily suburban residential and limited recreation uses. Population Based on GIS analysis of 2010 Census data, there are approximately 15 permanent residents within the District. Existing Demand There is presently no demand for the services offered by CSA 6. Projected Growth and Development There are no planned or proposed developments for the area. Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. No growth is anticipated in this area, and therefore it is anticipated that there will be no need for the services that may be offered by CSA 6. Dissolution was discussed and recommended in 1976, but never acted upon. Given that the CSA has remained inactive for the last 40 years and there are no future plans for development of the area, dissolution of this District is recommended. Financing CSA 6 does not receive any revenues and does not have any expenditures. Additionally, the District has no liabilities or assets. CSA 6 cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 96 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW CSA SERVICES Servicce Overvview While CSA 6 is empoweered to prrovide sewwage disposal, fire pprotection, road maintenance, garbaage and refuuse collectioon, and wateer services, the Districtt has not to date activatedd any of these services.. CSA 6 cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 97 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW COUNNTY SERRVICE AREA 6 DDETERMMINATIONS Growtth and PPopulatiion Projjectionss  County Serviice Area (CSSA) 6 currenntly has an eestimated ppopulation oof 15.  TThere are noo planned orr proposed developmennts for the aarea within CSA 6’s bouunds. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  CSA 6 is inaactive and ddoes not owwn or operrate any faccilities and as such neeither caapacity constraints norr infrastructture deficienncies were identified. Financial Abiility of Agenciees to Proovide Seervices  CSA 6 does nnot have anyy revenues, expenditurres, assets, oor liabilities. Statuss of, andd Opporrtunities for, Shhared Faacilitiess  AAs an inactiive districtt, CSA 6 dooes not praactice facility sharingg and theree are presently no opportunitties for future facility shharing. Accouuntabilitty for Community Servvice Neeeds, Including Goverrnmentaal Structture andd Operational EEfficiencies  NNo growth iss anticipateed in this arrea, and theerefore it is anticipatedd that theree will be no need ffor the servvices that mmay be offerred by CSA 6. Given tthat the CSAA has reemained innactive for the last 40 years aand there are no fuuture planss for developmentt of the areaa, dissolutioon of this District is recoommendedd. CSA 6 cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 98 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 111. CCE NTTR A L PLUU M ASS REEC R EAAT IOON ANND PAA R K D I STT R I CTT Centrral Plumas Recreationn and Park District (CCPRPD) proovides recreeation and park opportunnities to thhe residentss of Quincyy, Meadow Valley andd additionall outlying aareas located wwithin distrrict boundss.63 This is tthe first Muunicipal Serrvice Revieww (MSR) for the District. AGENCYY OVERVVIEW Backgground Centrral Plumas Recreation and Park DDistrict was formed by a voter maandate in 19953.64 On Febrruary 29, 19953 the Pluumas Countty Board off Supervisorrs formalizeed the Disttrict’s formatioon by passinng Resolutioon 585.65 Thhe District wwas formed to promotee recreationn and provide facilities forr recreationnal activitiess. The pprincipal acct that goverrns the District is the RRecreation aand Park Disstrict Law.666 The principaal act empowwers Recreaation and Paark Districtss to 1) organnize, promoote, conductt, and advertise programss of communnity recreattion, includiing, but nott limited to, parks and open space, parking, trannsportationn, and otherr related seervices thatt improve the communnity’s quality oof life, 2) esttablish systtems of recrreation and recreation facilities, inncluding, buut not limited tto, parks and open spacce, and 3) acquire, consstruct, imprrove, maintain, and opeerate recreatioon facilitiess, including,, but not limmited to, paarks and oppen space, both insidee and beyond the districtt’s boundarries.67 Distrricts must apply and obtain LAFFCo approvval to exercise latent powwers, that iis, those seervices authhorized by the princiipal act butt not providedd by the disttrict by the end of 20000.68 CPRPPD is locateed in the central area oof Plumas CCounty. Thee District is not adjaceent to any otheer recreation and park districts. Thhe nearest ppark and reecreation prrovider is Inndian Valley Paark and Reccreation District locatedd to the norrtheast of CPPRPD. Boundarries The DDistrict’s booundary is entirely witthin Plumass County. TThe boundarry area inclludes the commmunities oof Quincy, East Quinccy, Greenhoorn, Meadoow Valley, Spanish Raanch, Paxton/KKeddie, Sprring Garden, Massack aand Black Haawk. The District’s norrthern bounndary extends to and folloows SR 70, including tthe commuunity of Paxxton, veering northeastt and 63 http://www.cprpd.com//about-us.htm 64 http://www.cprpd.com//about-us.htm 65 CPRPD Audit Report, FYY 12. 66 Californiaa Public Resourrces Code §57800-5791 67 Californiaa Public Resourrces Code §57866. 68 Governmment Code §568224.10. CPRPD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 99 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW then moving southeast toward the town of Greenhorn. The District’s southern boundary is lateral, beginning at Sherman Creek in the west and finishing near Big Hill in the east. The District’s western boundary begins between the communities of Twain and Paxton and extends south to Sherman Creek, then extends further west to include the community of Meadow Valley. The District’s boundaries encompass approximately 239 square miles. 69 Based on Board of Equalization records, there have been no boundary changes to this district. Sphere of Influence A Sphere of Influence (SOI) was adopted in 1976 for this district. It is unclear based on the resolution that was adopted what the SOI was, but it is assumed that it is coterminous for the purposes of this report. Extra-territorial Services The District does not provide any extra-territorial services, but non-residents may use district-financed facilities and programs. Non-residents and residents are charged the same fees. Areas of Interest As noted, the District does not restrict non-residents from utilizing CPRPD facilities and programs. The District notes the following communities outside of its legal boundary where some residents make use of district services: Buck’s Lake, Twain/Gray’s Flat, Indian Falls, Taylorsville, Crescent Mills, Greenville/Genesee, Sloat/Cromberg, Portola/Graeagle, Johnsville, and LaPorte. 69 Total agency area calculated in GIS software based on agency boundaries as of July 1, 2014. The data is not considered survey quality. CPRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 100 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 0 35 36 1 1 1 2 3 1 6 7 8 5 8 17 S eneca R oad 1 4 6 9 1 1 3 0 5 1 1 2 1 4 1 1 1 2 3 1 6 7 8 Long 8 5 Va G l 1 le 7 r y e R e o n a R d o v R u 1 e i 4 9 n l 6 s l d e e r V v a o l i l r ey 1 1 3 0 5 C ^` res 1 1 c 2 1 4 ent N M ort i 1 1 h 1 l 2 3 l V s alle 1 y 8 R 6 7 S o t a a d mpfli 1 L 5 8 7 ane 1 4 9 6 1 1 3 0 5 1 2 1 Dia m o n d M o untain R oa d 14 1 1 1 2 3 North A 1 r m 8 Ro 6 7 ad 1 5 8 7 1 4 9 6 1 1 3 0 5 1 1 2 1 4 1 1 1 2 3 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 R o ad R o un d V alley D ixie C anyo n 2 2 3 6 2 2 4 5 ^` Arl 1 3 in 9 0 gton Ro 2 2 a 0 9 d 2 2 1 8 2 2 2 7 ^` 2 2 3 6 24 25 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 31 32 33 34 35 36 31 32 Indian F 33 alls 34 UV 89 35 36 31 32 33 34 35 36 31 32 33 34 35 36 36 6 5 4 3 2 1 6 5 4 ^` 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 1 7 8 9 10 11 12 7 Paxto 8 n ^` 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 12 ·|þ} 18 17 16 15Twain 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 2 1 4 3 3 1 0 9 2 2 0 9 ·|þ} 70 2 2 8 1 2 2 2 7 ^` 2 2 3 6 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 ^` 2 2 2 7 Ke 2 2 d 3 6 die 2 2 4 5 1 3 9 0 2 2 0 9 2 2 1 8 2 2 2 7 2 2 3 6 2 2 4 5 1 3 9 0 20 29 Grizzly 2 R 8 oad 21 2 2 2 7 2 2 3 6 2 2 4 5 25 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 36 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 1 1 2 1 7 8 1 8 7 Meado 1 9 6 w Valle 1 1 0 5 y ^` 1 1 1 4 1 1 2 3 Bu 1 7 8 cks Lake 1 8 7 Road 1 9 6 1 1 0 5 1^`4 Q 1 u 1 incy Ju 1 n 2 ct 1 io 3 n Road 18 7 ^` Eas C 8 t h a Q 1 nd 7 l u er i R n o c ad y 1 9 6 1 1 0 5 1 1 1 4 1 1 2 3 1 7 8 1 8 7 1 9 6 1 1 0 5 1 1 1 4 1 1 2 3 13 19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 Q 2 u 2 incy 23 24 19 20 21 22 23 24 24 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 ·|þ} 70 25 30 Gre 29 enhor ^` n 28 2 3 7 4 26 25 25 36 3 6 1 3 5 2 3 4 3 3 3 4 3 2 5 3 1 6 3 6 1 3 5 2 3 4 3 3 3 4 3 2 5 3 1 6 3 6 1 3 5 2 Q uincy LaP 33 4 3 3 4 2 S 3 p 5 ring G 3 1 6 arden 3 6 ^` 1 Green 3 h 5 2 orn Ra 3 n 3 ch 4 Road 3 3 2 5 3 1 6 1 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 orte R oad 10 11 12 7 8 9 10 11 12 12 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 13 19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 24 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 25 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 36 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 1 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 7 8 9 10 11 12 12 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 ² Legend Central Plumas Recreation and Park District Resolution: 98-6205 Adopted: December 15,1998 Highways Major Roads Central Plumas Recreation and Park District Stream / River Sphere of Influence Resolution: 0 1.5 3 6Miles Adopted: Source: Plumas LAFCo Map Created 3/31/2014 htroN 32 pihsnwoT Central Plumas Recreation and Park District Range 8 East Range 9 East Central Plumas Recreation and Park District Plumas County Location Map (Not to Scale) htroN 62 pihsnwoT htroN 52 pihsnwoT Parcels Sectional Grid (MDB&M) ^` Waterbodies Communities htroN 42 pihsnwoT Range 10 East Range 11 East Central Plumas Recreation and Park District Central Plumas Recreation and Park District Sphere of Influence PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance CPRPD is governed by a five-member board of directors who are to be elected at-large to staggered four-year terms. There are currently five board members, four of whom were elected and one appointed. The District reported that there has not been a contested election in at least 17 years. If a board member position opens up mid-term, the District advertises the vacant position in the town of Quincy and Meadow Valley and in the form of legal notices published in the local paper. Current board member names, positions, and term expiration dates are shown in Figure 10-2. The Board meets on the fourth Tuesday of every month at 9:00 in the morning at the district office at 34 Fairgrounds Road in Quincy. Board meeting agendas are available online as well as posted in the district office, and at the courthouse, post office, and PG&E. Minutes are available at the district office, as well as by request. The District is working to have meeting minutes available on the District’s website. Figure 11-2: Central Plumas Recreation and Park District Governing Body Central Plumas Recreation and Park District Governing Body Name Position Term Ends Laurie Sturley Chair 2017 Members Scott Davis Vice Chair 2017 Rick Leonhardt Director 2015 Jeremy Pilkington Director 2015 Jerry Sipe Director 2015 Manner of Selection Elected or appointed. Length of Term 4 years Every fourth Tuesday of the 34 Fairgrounds Rd., Quincy, CA Meetings month at 9:00 am. 95971 Available online and posted at the District’s office, Courthouse, Post Agenda Distribution Office & PG&E. Minutes Distribution Available at the District office and by request. Contact Contact Jim Boland, General Manager Mailing Address P.O. Box 1551, Quincy, CA 95971 Phone 530-283-3278 Fax 530-283-4449 Email/Website recdept@psln.com In addition to the required agendas and minutes, the District encourages voter participation by maintaining an up to date website and Facebook page, publishing articles in the local newspaper, distributing flyers around communities in the District, and occasional email blasts with information on upcoming events and sign up opportunities. CPRPD also participates in the local fair parade, as well as the children’s fair. The District also tries to promote its activities through various local organizations. CPRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 102 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW If a customer is dissatisfied with District’s services, complaints may be submitted by calling the district office, dropping in to the district office, by mail, or on the District’s website. The person responsible for handling complaints is the District’s general manager. The District reported that there were no complaints in 2013. The District reported that it does not formally track complaints to completion, because there are so few it does not warrant this type of system. However, if a complaint is particularly noteworthy, the District will make a copy of it along with the resolution and keep it on file. The District board members are offered a $10 stipend per meeting, but all of them decline. Government Code §53235 requires that if a district provides compensation or reimbursement of expenses to its board members, the board members must receive two hours of training in ethics at least once every two years and the district must establish a written policy on reimbursements. It was reported that the District’s board members received ethics training in 2011 and are due to be retrained in 2014. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms with a filing agency each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the independent special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. However, because the District’s governing consists of the Board of Supervisors, the County Clerk of the Board acts as the filing officer and maintains copies of each Supervisor’s Form 700 submittals. The District reported that the directors complied with this requirement in 2013. CPRPD demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo over the course of this service review. Planning and Management Practices The District has three full-time employees, the general manager, an administrative person handling secretarial and bookkeeping tasks, and a recreation and sports coordinator. The District also has part-time seasonal employees, including 10 lifeguards, a supplemental administrative person who also handles cashier duties at the pool, one maintenance person, and two gym supervisors. The approximately 30 sports coaches who work in the District are volunteers. Occasionally, the District will rely upon inmates from the county jail for maintenance purposes. The District conducts employee evaluations annually. The Board of Directors evaluates the general manager, the general manager is responsible for evaluating the full-time staff and maintenance staff, and the recreational and sports coordinator evaluates the seasonal lifeguards. The District reported that it evaluates its operations and productivity annually, but does not conduct formal evaluations such as benchmarking or annual reports. As such, a cost benefit analysis of the programs provided is administered to identify the necessary revenue and related costs to provide the program. At the same time, the District will consider a fee adjustment, if necessary. If it is determined that a program does not or is not expected to break even, the program will no longer be provided. CPRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 103 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW CPRPD tracks registration for all activities and programs provided to constituents. Annual tracking creates year-to-year trends that help the District determine interest and participation of customers. Pool attendance and use is also tracked; however, park use is not. The District’s financial planning efforts include an annually adopted budget. The financial statements are audited annually. Financial statements were most recently audited in FY 13. The District also has a simple capital improvement plan. Existing Demand and Growth Projections Designated land uses within the District consist primarily of general forest, general agriculture, and timberland production in the northern part of CPRPD, and recreational, residential and commercial.70 The total boundary area of CPRPD is approximately 239 square miles. Population There are approximately 6,282 residents within the District, based on census tract and census designated place population in the 2010 Census.71 Existing Demand The District reported that it had observed a decrease in service demand in the last few years. CPRPD noted that there are fewer youth participating in the aquatic and sports programs, as well as fewer parent volunteers. The decline in demand for services is attributed to an increasing lack of interest in outdoor recreational activities and high unemployment during the recession, which resulted in limited affordability of program fees. Projected Growth and Development Although no formal population projections have been made by the District, CPRPD believes there will be limited or no growth in the next few years. As previously noted, CPRPD does track the number of program registrants, and therefore can monitor participant interest and trends over the years. The State Department of Finance (DOF) projects that the population of Plumas County will grow by five percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.5 percent. Based on these projections, the District’s population would increase from 6,282 in 2010 to approximately 6,596 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. There are no potential or proposed developments within the District as of the drafting of this report. 70 Plumas County Parcel Application. 71 Census Tracts 1 in Plumas County combined with Meadow Valley CDP, Greenhorn CDP, Spring Garden CDP and Keddie CDP populations. CPRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 104 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW At present, CPRPD has the capacity to serve its current service area. However, the District reported that lack of volunteers is a constraint at times, as well has maintaining sufficient financing levels. Furthermore, the District has increasingly relied on partnerships to offer certain services. Joint memorandums of understanding (MOUs) have expiration dates and partners could choose not to renew, which would limit CPRPD’s capacity to provide services. Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. The District does not take part in reviewing plans for proposed developments. CPRPD did not identify a specific growth strategy. Financing The District reported that the current financing level was adequate to deliver services. CPRPD reported that property tax revenue in the County has declined significantly, which has impacted incoming revenue. Additionally, as the economy declined generally, residents have not had disposable income to participate in programs and rent out facilities. These two factors combined has made service provision challenging. CPRPD has instituted several controls to insure fiscal responsibility on the part of the agency. As part of adopting an annual budget, funds are apportioned into three main categories: Salaries and Benefits, Services and Supplies and Capital Assets (including a reserve of $150,000). Funds are further allocated by line item within each main budget category. Financial reports are prepared and presented monthly to the Board of Directors at a regular and noticed public meeting detailing approved amounts budgeted by line item, actual expense or revenue to date, amount remaining, and percentage over or under approved projections. The District conducts a mid-year review to assess trends and potential adjustments, if necessary. Also, the District conducts an annual Program Evaluation, which includes a cost-benefit analysis of each program to determine level of participation, success, and cost recovery. The District also has employee purchase procedures adopted by the Board. Purchase procedures set purchase limits for employees, thresholds for competitive estimates or bids, supervisor or Board approval, and general procedures for purchasing services, supplies, and equipment, or contracting for capital projects. The District’s total revenues for FY 13 were $346,400. Revenue sources included property taxes (65 percent), income from charges for services (31 percent), other local income (three percent) and state revenue (one percent). CPRPD charges district residents and non-residents equal fees. Fees and rentals range from $2 to $250 depending on the activity. The District’s expenditures in FY 13 were $349,688. Expenditures were composed of salaries and wages (56 percent), services and supplies (27 percent) and benefits (16 percent). Expenditures exceeded revenues by $3,288 in FY 13. CPRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 105 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District did not allot any funding to capital improvements in the budget for FY 14. As previously mentioned, CPRPD provided LAFCo with a capital improvement plan that details improvements to a single project on a single site.72 The plan details the development of a three-acre parcel of land owned by the District, located adjacent to Pioneer Park in East Quincy. The development is dependent on the obtainment of $500,000 ($100,000 from in- kind support) in funding and desired completion by 2017. The District does not adopt any other capital planning documents, such as a strategic plan and therefore no details were provided on how it plans to procure funding for this development. CPRPD had $70,606 in long-term debt, consisting of compensated absences, at the end of FY 13. The District did not report an adopted policy on maintaining a certain level of financial reserves at any given time; however, it does put aside at least $10,000 annually toward reserves and has a practice of keeping at least a $150,000 fund balance. The District’s general fund balance at the end of FY 13 was $295,885. The District is a member of a joint power authority (JPA), called California Association for Park and Recreation Indemnity (CAPRI) for insurance purposes as well as Pardec, which cover workers compensation. 72 CIP dated January 10, 2011. CPRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 106 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW RECREAATIONALL & PARRK SERVVICES Servicce Overvview The District proovides recreeational andd park oppoortunities ffor the residdents of Ceentral Plumas. Non-resideents also mmay use CPPRPD facilitties and paarticipate iin the activvities providedd by the Disstrict. In terms of athlettics, CPRPDD provides aan adult softtball prograam in the sprinng, summerr soccer cammp, youth swwim team annd tennis classes in thee summer, yyouth soccer inn the fall, a junior ski tteam in thee winter, ann adult and youth baskketball leaguue as well as oopen gym niights in the winter. Youuth instrummental classees are availaable through the Quincy Elementaryy School. Dog obediennce classes are also ooffered alonng with varrious aquatic aactivities in the Pioneerr Pool. CPRPPD subcontrracts for recreation serrvices, whicch includes the dog obbedience claasses, tennis cclasses, socccer camp, iinstrumental classes aand swim team. The District haas an agreemeent with thee County of Plumas inn the amouunt of $6,5000 per yearr to operatee the Quincy SSkate Park, which is loccated on Coounty propeerty. This aggreement has been in pplace for approximately 110 years. Staffing The DDistrict hass three full-ttime emplooyees, part-ttime seasonnal employeees includinng 10 lifeguardds, a suppleemental admministrativee person wwho also hanndles cashiier duties aat the pool, onne maintenaance personn and two gym superrvisors. Thee approximmately 30 spports coaches who work in the Disttrict are vollunteers. Occcasionally, the Districct will rely uupon inmates from the coounty jail for maintenannce purposees. Facilities andd Capacity CPRPPD operatess Pioneer PPark and Piooneer Pool in East Quuincy, Lowelll Bader Paark in Meadoww Valley, annd Quincy SSkate Park.. The Distrrict also owwns a threee-acre parccel of undevelooped land aadjacent to tthe Pioneer Park and Poool complexx. CPRPPD operatess Pioneer PPark—homee to Pioneerr Pool, a playground, vvolleyball ccourt, horseshooe pits, boccce ball couurts, picnicc and barbeeque facilitties and a ggroup barbbeque pavilion that seats aapproximateely 80 peopple. Pioneer Pool is open from Monnday to Satuurday from mid June throough Augusst. A varietyy of swim aactivities are offered inncluding prrivate and group swim leessons andd family swwim passes.. The Distrrict did nott report onn the condition of Pioneer Park and PPool. Loweell Bader Paark featuress a tennis annd basketbaall court, hoorseshoe pitts, a play ground for small children, iindividual aand group ppicnic and barbeque faccilities and a large playy turf area. The District reeports on itts website tthat this parrk is the moost ‘rustic’ oof parks in their system. Quincy Skate Paark was commpleted in 2003 and is a continuued collabooration betwween CPRPD, Quincy Rootary Club, County off Plumas, CCalifornia DDepartmentt of Parks and Recreation, and thee Tony Hawkk Foundatioon. The skatte park is 11,000 square feet featuuring CPRPD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 107 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW bowls, fun boxes, sloes, steps, rails, drop-offs and jumps.73 The park is open seasonally. The condition of the skate park was not reported. CPRPD owns a three-acre parcel of undeveloped land adjacent to the Pioneer Park and Pool Complex. The Board of Directors and District staff conducted several public workshops in 2010 to determine the best use for the property. The result of the workshops was to develop the site into a community athletic field along with a fitness path along the perimeter of the field. The District would also like to build basketball courts, ADA accessible restrooms, an equipment storage facility, proper fencing, resurface of an adjacent one-acre parking lot and improve an existing water well for turf irrigation purposes.74 The District applied for a grant in 2011 in the amount of $798,000 to develop the area. While the area remains undeveloped, it is currently used for short-term camping for the High Sierra Music Festival during the Fourth of July weekend. The District has an agreement with Feather River College to use its athletic complex for the adult softball league and youth soccer program provided by CPRPD. The District and the Plumas Unified School District (PUSD) have an MOU in place that details the terms of joint facility use between the two organizations. The MOU was approved in 2012. The District reported having an informal agreement with Ganser County Park whereby CPRPD uses the park’s softball facilities. Infrastructure Needs The District identified the need to recondition the pool surface at Pioneer Park. The District would also like to develop the Pioneer Sports Annex but has limited funding. Challenges The primary challenge for the District is lack of financing, due to a decrease in property taxes and residents disposable income. Service Adequacy Based on the information regarding facilities offered, financing adequacy, management practices, and accountability discussed in the previous sections, CPRPD’s level of service appears to be adequate. CPRPD offers a range of recreational facilities and programs for district residents. The activities provided seem to be appropriate to the needs of community residents, and the District is working on adding more recreational programs, targeted toward the elderly and senior population. Although CPRPD reported that it’s financing was adequate, there is a lack of funds and strategic plan to develop the Pioneer Sports Annex. 73 http://www.cprpd.com/facilities.htm 74 CPRPD Capital Improvement Plan, January 10, 2011. CPRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 108 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW CPRPD shares its facility with other agencies, and makes use of other entities’ facilities for district programs. The District appears to be well managed by the Board of Directors, which keeps its affairs organized, prepares a budget before the beginning of the fiscal year, conducts annual financial audits, maintains current financial records, and makes some degree of plans for capital needs and growth. CPRPD demonstrates accountability and transparency to its customers by making its agendas and minutes available to the public, making efforts to engage and educate constituents through outreach activities beyond the required activities, and cooperating with the MSR process and information disclosure. CPRPD has not had contested elections in the last 17 years. Figure 11-3: Central Plumas Recreation and Park District Service Adequacy Park and Recreational Services Facility Owner Condition Maintenance Pioneer Park CPRPD Good CPRPD Pioneer Pool CPRPD Good CPRPD Lowell Bader Park CPRPD Fair CPRPD Quincy Skate Park Plumas County Excellent CPRPD Service Challenges The primary challenge for the District is a lack of financing, due to a decrease in property taxes and residents’ disposable income. Facility Needs/Deficiencies The District identified the need to recondition the pool surface at Pioneer Park. The District would also like to develop the Pioneer Sports Annex but has limited funding. Facility Sharing Current Practices: CPRPD has an agreement with Feather River College to use its athletic complex for adult softball and youth soccer. PUSD and CPRPD have an MOU where all facilities are shared between the two organizations. The District has an informal agreement to use Ganser County Park. Future Opportunities: The District did not identify any future facility sharing practices. Recreation Cost per Resident $55.60 Residents per Facility 1,570 CPRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 109 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW CEENTRAL PLUMAAS RECREATION AND PAARK DISSTRICT DETERRMINATIONS Growtth and PPopulatiion Projjectionss  TThe estimateed populatioon served by CPRPD is about 6,2822 residents..  OOver the paast few yeears the Diistrict has experienceed little orr no growtth in population. TThe demandd for servicees has declinned somewwhat in particular progrrams  Little or no growth in populationn and in service demaand is expeected withinn the DDistrict in thhe next few yyears.  TThere are noo potential ddevelopmennts within thhe District aat this time. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  TThe Districtt’s current facilities hhave the caapacity to adequatelyy serve exiisting demand.  TThe District identified the need too reconditioon the surfface of the pool at Piooneer Park.  CPRPD planss for its capital improvements appproximatelyy every five years. The most reecent identtified improovement is the develoopment of the Pioneeer Sports AAnnex adjacent to Pioneer Paark. To datte there haas been noo funding aallocated too this developmentt. Financial Abiility of Agenciees to Proovide Seervices  CPRPD doess receive prroperty taxx income, wwhich is thee most signnificant revvenue sttream for thhe District.  CPRPD repoorts that itts financingg is adequaate; howevver, should any signifficant growth occuur, the District will likkely need tto increase fees and/oor look for new reevenue sourrces in ordeer to provide adequate service.  TThe District had $70,6006 in long-teerm debt, coonsisting off compensaated absencees, at thhe end of FYY 13. CPRPD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 110 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Status of, and Opportunities for, Shared Facilities  The District shares its facility with Plumas Unified School District. CPRPD also makes use of the facilities of other entities, such as the athletic complex at Feather River College and Ganser County Park. The District also collaborates with Almanor Park and Recreation District, Quincy Rotary Club, County of Plumas, California Department of Parks and Recreation and the Tony Hawk Foundation.  The District explores opportunities for facility and resource sharing to minimize expenses however has not identified any such opportunities recently. Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  CPRPD demonstrated accountability and transparency by disclosing financial and service related information in response to LAFCo requests.  The District is interested in annexing Greenville if it included receiving property tax as well. The District is skeptical that any such annexation would take place considering the residents of Greenville have use of and access to CPRPD’s facilities and programs at no extra cost.  In addition to Greenville, the District identified many communities outside of its legal boundary that use its facilities and programs. CPRPD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 111 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 1 2 . E ASST QUUI NCC Y SEE RVI CCES D ISST R ICCT East Quincy Serrvices Distrrict (EQSD) provides wwater and wwastewaterr services too the eastern part of thee American Valley. Thhe last Munnicipal Servvice Revieww for EQSD was conducteed in 2007. AGENCYY OVERVVIEW Backgground In 19959, severall residents oof the commmunity of Eaast Quincy jjoined togetther and forrmed a commuunity servicces district to secure wwater, seweer and streeet lighting services for the communnity. The Diistrict startted providinng water seervices six years afterr the formaation. Sewer ccollection system was installed in the midd-90s at thhe request of the Statte of Californiia. Responsibility for aapproximateely 150 street lights wwas relinquuished to Quuincy Lighting District in 22009. The pprincipal acct that goverrns the Disttrict is the SState of Caliifornia Commmunity Services District Law.75 CSDDs may pottentially provide a widde array off services, including wwater supply, wwastewaterr, solid wastte, police annd fire proteection, streeet lighting aand landscaaping, airport, recreation and parks, mosquito abatement,, library services; streeet maintennance and drainage serviices, ambulaance servicce, utility uundergroundding, transpportation, aabate graffiti, flood proteection, weeed abatemeent, hydroeelectric powwer, amongg various oother services. CSDs are rrequired to gain LAFCoo approval tto provide tthose servicces permitteed by the princcipal act butt not perforrmed by thee end of 20005 (i.e., latennt powers).776 EQSDD is located in the centtral part of Plumas Couunty and enncompassess the commuunity of East QQuincy. Thee closest waater and waastewater pprovider is Quincy CSDD located too the west of EEQSD and seerving the ccommunity of Quincy. Boundarries EQSDD’s boundarry is entireely within PPlumas Couunty. The ppresent bouunds encommpass approximmately 2.3 square miles. There hhave been ssix annexattions, one ddetachmentt and three booundary revvisions sincee its formation. In 20100, EQSD connsolidated wwith Quincyy CSD to form the Americcan Valley CCSD, but disssolved backk to two seeparate disttricts less thhan a year lateer. After thhe dissolutioon, boundaaries of EQSSD inheriteed the five overlap paarcels previoussly added too American Valley CSDD during thee reorganizaation. For the complette list of the Diistrict’s boundary reorgganizations refer to Figgure 12-1. 75 Governmment Code §610000-61226.5. 76 Governmment Code §611006. EQSD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 112 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Figure 12-1: EQSD List of LAFCo-approved Border Changes Project Name Type of Action Year Recording Agency East Quincy SD Formation 1959 SBOE, LAFCo 4 parcels Annexation 1962 SBOE Boundary revision Revision 1963 SBOE Parcels A, B, C, D, E & F Annexation 1977 SBOE Boundary revision Revision 1979 SBOE Sine Annexation Annexation 1982 SBOE North Area Annexation 1990 SBOE 2 parcels Annexation 1991 SBOE South Redberg Area Detachment 1995 SBOE American Valley CSD (EQSD+QCSD) Consolidation 2010 LAFCo 5 parcels Annexation 2010 LAFCo EQSD Dissolution 2011 LAFCo Sphere of Influence The Sphere of Influence for the District was first adopted in 1976. SOI was further revised in 1977 and 1983 to include territory previously annexed. In 2007, after the adoption of the joint MSR for EQSD and QCSD, Plumas LAFCo adopted a joint SOI for both districts encouraging their consolidation. After the consolidation in 2010, the districts split back up into two in 2011. EQSD currently has a provisional sphere of influence, which is coterminous with the District’s boundaries. Extra-territorial Services EQSD occasionally provides water services outside of its boundaries to QCSD. There is an intertie between the two districts; the pipeline has been installed in 2008. QCSD pulls water on as-needed basis, and EQSD meters the amount used and sends QCSD a bill during regular billing times. EQSD also provides water and wastewater services to the property outside of its boundaries and within QCSD boundaries. The property is owned by the County Community Development Commission, which has a grant to have water and sewer provided to the property. Services are provided by EQSD according to an out-of-area service agreement (OASA) issued by Plumas County LAFCo on November 24, 2014.77 As stated in the OASA, an application for detachment of the property from QCSD and annexation to EQSD must be filed by the County Community Development Commission with LAFCo within 60 days of execution of the OASA administrative order otherwise the out-of-area service agreement will be null and void and automatically terminated. As of March 27, 2015, the required application has not yet been filed. The District reported that there were residences within EQSD that were not served by the District. These residences are not close to sewer lateral or main line water service and are served by private wells and septic systems. 77 2014 OASA-001 EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 113 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District receives contract services for general system maintenance. Audit services are provided by Singleton Auman from Susanville, CA. EQSD is a member of American Water Works Association, Special District Risk Management Association, California Special Districts Association (CSDA), and Plumas County Special Districts Association. Areas of Interest An area of interest for EQSD is Quincy CSD. Despite the recent consolidation and dissolution history, the districts might merge again in the future. However, EQSD reported that it was not currently considering consolidation. In 1995, EQSD and QCSD entered the American Valley Community Services Authority (AVCSA) Joint Powers Agreement, the ultimate goal of which was the consolidation of the two districts. Resolutions were adopted by AVCSA for joint use of the wastewater plant, construction of an intertie pipeline for water service and adoption by the districts of common connection fees and fee determination methodologies. The two districts consolidated in 2010, but in 2011 due to disagreements between the members of the AVCSD JPA Board and the respective Boards, AVCSD JPA Board voted to not pursue this reorganization further and provide services as two separate districts as they had been in the past. The JPA is currently still in existence. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 114 Chandler Road American Way PINE OAK Clear Creek Road Quincy Junction Road Bell Lane West Carol Lane Lee Road Bell La ne Mill Creek R oa d M ain R an ch R oad North ·|þ} 70 Pioneer Road East Main Street Lee Road teertS m lE ·|þ} 70 Pine Street Cen Sierra Way ter S teertS en ireh taK tre teertS n eraK et teertS tsriF teertS d n o ceS Ma teert n S d rihT sell teertS h tru oF Stre teertS h tfiF et teertS h g uo lC Q u incy L aP o rte R oad eunevA grebdeR en aL w o d aeM ne La w Vie orest F daoR keerC lliM Forest Knoll Lane Peppard Flat Road daoR sdnuorgriaF 1 6 5 4 8 9 7 12 Carol Lane East Chandler Road 18 17 16 13 19 20 21 24 25 30 29 28 Legend East Quincy Services District Resolution: 2011-0009 Adopted: February 6, 2012 Major Roads ² East Quincy Services District (SOI) Stream / River Resolution: 2011-0009 Waterbodies Adopted: February 6, 2012 0 0.25 0.5 1Miles Source: Plumas LAFCo Map Created 6/15/2014 htroN 42 pihsnwoT East Quincy Services District Range 9 East Range 10 East East Quincy Services District Plumas County Location Map (Not to Scale) East Quincy Services District Highways Parcels East Quincy Services District Sphere of Influence Sectional Grid (MDB&M) PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance EQSD is governed by a five-member Board of Directors who are elected at large to staggered four-year terms. There are currently four board members, all of whom were elected. Current board member names, positions, and term expiration dates are shown in Figure 12-3. The Board meets on the second Tuesday of every month at 6:30 in the evening at the District administrative office located at 179 Rogers Avenue in Quincy. Board meeting agendas are posted on the website, district office door and read over the local radio station. Minutes are available upon request and online. Figure 12-3: EQSD Governing Body East Quincy Services District District Contact Information Contact: Michael Green, General Manager Address: 179 Rogers Avenue, Quincy, CA 95971 Telephone: 530-283-2390 Email/website: www.eastquincycsd.com Board of Directors Member Name Position Term Expiration Manner of Selection Length of Term Ernie Eaton Chair December 2015 Elected 4 years Greg Margason Director December 2015 Elected 4 years Kathy Felker Director December 2017 Elected 4 years Bill Martin Director December 2017 Elected 4 years John Kolb Director December 2015 Appointed 1 year Meetings Date: Second Tuesday of every month at 6:30pm. Location: District administrative office at 179 Rogers Avenue, Quincy. Agenda Distribution: Posted on the District website. Minutes Distribution: Available upon request and on the website. The District’s board members are compensated at the rate of $60 per meeting for a chair, $52.50 for a vice chair and $45 for a director. Government Code §53235 requires that if a district provides compensation or reimbursement of expenses to its board members, the board members must receive two hours of training in ethics at least once every two years and the district must establish a written policy on reimbursements. It was reported that the District’s Board members last received ethics training in 2014. EQSD has established a written policy on Board member expense reimbursements. In addition to the required agendas and minutes, the District tries to reach its constituents through making its information, including general history of the District, documents, and contact and Board meeting information, available on its website. The District sends regular mailings to its constituents. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 116 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW If a customer is dissatisfied with the District’s services, complaints may be submitted to the general manager or at Board meetings. Constituents can contact Board members any time. The District reportedly received less than five complaints in 2013, all of which were regarding cloudy water and possible leaks. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the special districts. Each district holds responsibility for collecting the Forms 700 and maintaining copies in their records. All the District’s Board members filed Forms 700 for 2013. EQSD demonstrated accountability in its disclosure of information and cooperation with Plumas LAFCo. The District responded to the questionnaires and cooperated with interview and document requests. Planning and Management Practices The District employs five personnel, including general manager, administrative assistant, chief operator, district operator, and laborer. General manager is responsible for the day-to-day operations of EQSD. Office manager plays a role of bookkeeper and Board secretary and is responsible for accounts payable, Board of Directors information and customer service. The administrative assistant is in charge of accounts receivable, billing questions and customer service. All five staff are full-time employees who work five days a week eight hours a day. Warranty inspections are contracted out. The District’s general manager is in charge of water and wastewater operators, accounting clerk and administrative assistant. Laborers report to operators, and secretaries are generally subordinate to accounting clerk and administrative assistant. The District performs annual employee evaluations conducted by the general manager. EQSD tracks staff workload through timesheets. EQSD does not perform evaluations of the District as a whole through annual reports or benchmarking. The District attempts to improve its productivity and operational efficiency through constant communication between staff and management. The District’s financial planning efforts include an annually adopted budget and annually audited financial statements. In 2012, EQSD adopted a Wastewater Feasibility Study. The District has a Capital Improvement Program (CIP) included in the Water and Wastewater Rate Studies adopted in 2014. Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the county auditor. These budgets are to be filed and made available on request by the public at the county auditor’s office. All special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or five-year schedule.78 The most recent audit for EQSD was completed for FY 13. The District 78 Government Code §26909. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 117 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW should ensure that it is meeting the adopted audit requirements as determined by the Board of Supervisors and submitting budgets annually to the County as legally required. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District has complied with this requirement. Existing Demand and Growth Projections Land uses within the District are mainly residential, suburban, agricultural, commercial, and recreational. The District’s bounds encompass nearly 2.3 square miles. Population According to the GIS analysis of the 2010 Census population data, there are 2,760 residents within EQSD. The population density is 1,200 people per square mile. Existing Demand The District reported that it had observed little change in population and service demand in the last five years. The demand stayed the same or slightly decreased. Between 2009 and 2014, the number of wastewater connections has been between approximately 950 and 1,000. The number of water connections has increased from 794 in 2009 to 810 in 2013, but went back down to 804 in 2014. Peak demand for water and wastewater is usually during spring and summer months. Projected Growth and Development Although no formal population projections have been made by the District, it is forecasted that there would be no growth in the next few years. EQSD forecasts its future service needs through its CIP and general population trends. The District reported that there was one planned development within the District’s boundaries. The development in progress owned by Sierra Park Developers is located on Lee Road in Quincy. The project is being developed with less than five single-family homes built a year. EQSD is currently serving the existing homes within this development; serve letters are issued as necessary. The District reported that it had sufficient capacity to provide services to its current and future service area. No capacity constraints were identified. The State Department of Finance (DOF) projects that the population of Plumas County will grow by four percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.4 percent. Based on these projections, the District’s population would increase from 2,760 in 2010 to approximately 2,870 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 118 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. With regard to future growth alternatives, although EQSD and QCSD dissolved after a year of operating as one district, there is a possibility that the two districts may reunite which would again change the governance structure as well as boundaries of the two agencies. EQSD, however, reported that it currently was not considering consolidation. Another reorganization alternative for EQSD is the annexation of the property owned by the County Community Development Commission and located within QCSD boundaries. As was previously described in the Extra-territorial Services section, EQSD is already providing services within that territory. On April 16, 2014 EQSD passed a resolution consenting to and supporting the annexation of the aforementioned property.79 The annexation is pending the application to LAFCo by the County Community Development Commission. Financing EQSD reported that its financing levels were adequate to deliver services. No financing challenges or impacts of the recent economic recession were identified. The District attempts to minimize costs where possible. The District currently is not considering any new revenue streams. The FY 13-14 audit identified one significant deficiency and two material weaknesses in internal control, which expose EQSD to risk of financial statement misstatement and the potential risk of errors and fraud. One of the material weaknesses is the District’s inadequate segregation of duties. The District responded that it could not with its current budget hire an adequate number of employees to insure that custody of assets and accountability for assets is separated. EQSD believes that being aware of this weakness will insure that existing employees and Board members will maintain diligence to potential risks of not having an adequate segregation of duties. Another weakness identified is that similar to many other small special districts, EQSD does not have policies and procedures in place to ensure that complete and accurate financial statements, MD&A and footnote disclosures are prepared to accordance with GAAP prior to the annual audit. Management relies upon the auditor to recommend footnote disclosures for the financial statement and to prepare adjusting journal entries for approval in order to report financial information in accordance with GAAP. The District has determined that the costs of correcting this control weakness outweigh the benefits to be received. EQSD will continue to rely on the independent auditor to prepare its annual financial statements. Lastly, the significant deficiency is that the amount of utility revenue posted to the utility billing system does not reconcile with the utility revenue in the general ledger. The District has been unable to get enough help from the software vendor to produce reports that will help EQSD reconcile revenue on the general ledger to the utility billing system. The District concurs with the 79 EQSD Resolution 271. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 119 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW auditor’s recommendation to develop a system of reconciling revenue on the general ledger to the utility billing system and consider getting help from the software vendor and reconciling short periods of time until a pattern is determined for any discrepancies. Majority of the District’s revenue comes from charges for services. Property taxes account for about six percent of total revenue. EQSD collects charges for water services based on the meter size and usage and for sewer services based on the type of connection. The District also charges hydrant fees and water standby fees. Service charges are further described in Figure 12-4. Figure 12-4: EQSD Service Charges as of July 2013 Water Rates Meter Flat Rates (by size) Water Base Usage and Other Charges 5/8” $14.39 Single Family $11.04 (6,000 gal) 3/4 “ $15.83 Multi Family $9.20 per unit (5,000 gal) 1” $20.06 Small Commercial $5.52 (3,000 gal) 1.5” $25.83 Large Commercial $11.04 (6,000 gal) 2” $41.62 Volumetric Charge $1.84 per 1,000 gal 3” $157.71 Hydrant $13.07 4” $200.71 Water Standby Fee $13.07 Sewer Rates Single Family $48.25 Multi Family $37.88 (per unit) Small Commercial $24.50 Large Commercial $48.25 EQSD has a sewer assessment of $108 per parcel. The assessment was passed in 1997 and will sunset in 2034. In FY 13-14, EQSD received $1,453,322 in revenue, including 84 percent from charges for services, six percent from property taxes, nine percent from capital grants and contributions, and one percent from interest income. During the same fiscal year, EQSD spent $1,522,468, including 36 percent on water operations and 64 percent on sewer operations. The District’s total expenditures for FY 13- 14 included 30 percent for salaries and benefits, seven percent on utilities, 21 percent on EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 120 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW depreciation, and 23 percent on sewage treatment. The rest was spent on insurance, legal, accounting and professional services, vehicles and equipment, permits and fees, repairs and maintenance, office, director’s fees, interest, and miscellaneous. About 43 percent of the EQSD operating sewer expenses in FY 13-14 were allocated to treatment and paid to QCSD. The historical QCSD treatment cost increase to EQSD is around $18,000 a year. The District has four financial reserves, including reserves for System Facilities, Vehicles, Water Utility Deposits, and other unrestricted net assets, which at the end of FY 13-14 had $1,059,467, $48,704, $10,852, and $399,857 respectively. The system facility reserves are for future replacement of the water and sewer systems. Vehicle fund reserve is for future replacement of district vehicles. Additionally, the water fund has a reserve to track refundable customer utility deposits. EQSD plans its capital improvements through capital improvement programs for water and sewer included in the water and sewer rate studies completed in 2014. Water program has a planning horizon through 2020. All planned water system improvements are estimated to cost the District approximately $1.5 million over the next six years. Water system capital improvement expenses for 2015 are expected to amount to about $220,825 and will be financed through water rates. The District’s sewer CIP has a planning horizon through 2019. Needed sewer improvements are estimated to cost about $400,000 over the next five years. Approximately $100,000 is expected to be spent in 2015. EQSD has been using pay-as-you-go approach to finance its capital improvement needs. The District has a modest water replacement capital program and adequate reserves in cash to immediately fund the first priority of the capital improvement program. The sewer replacement capital program is adequately funded for the projects identified. The pay-as- you-go strategy has reportedly worked well for EQSD by setting a small portion of the rate revenue aside and addressing each project in priority order as the funds adequately accrue. For water, 2015 capital improvement project funding is included at $287,000 for Tank 1 rehabilitation. For additional capital improvement funding planned in FY 2016 and beyond, a rate increase might be required depending on the actual water charges and expenses. The desired policy of the Board has been to keep six months’ worth of expenses in cash in water reserves. The District’s long-term debt is represented by 5.125 percent Series 1996 USDA Improvement Bonds originally issued for $2,400,020. Total bonds payable at the end of FY 13-14 were $1.7 million. The debt will be fully paid off by 2036. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 121 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW WATERR SERVIICES Servicce Overvview Wateer is providded by pummping groundwater diirectly to thhe distribuution systemm for immediaate consumption and/oor to the sttorage tankks for fire protection aand/or to saatisfy high demmand periodds. The District suppplies untreeated water obtained from wellss to 804 acctive custommers, including 621 singlee family, 64 multi-familly, 81 commmercial, threee industriaal, and 35 otther.80 All of thee District’s water connnections aree within thee District’s bboundaries;; however, tthere is an inttertie valve between QQCSD and EQQSD to supply water tto QCSD whhen needed. The District has an agreement witth QCSD to supply up to 350 gallons per mminute (gpmm) to Quincy CCSD; howevver, the suppply of water to QCSDD is continngent on EQQSD meetinng its system ddemands firrst. Durinng the summmer montths, as parrt of the DDistrict’s annnual system maintennance programm, fire hydraants are oppened and fflushed for a short timme. This iss done to innsure proper ooperation oof the hydrrant and too flush thee water maains of natuurally occurring sedimennt. Staffing Mainntenance annd operationn of the watter system are provideed directly through disstrict staff. The District hass three empployees direectly involvved in the wwater operaations, who hold certificattion of Waater Distribbution Gradde 2 (D2), Water Treeatment Grade I (T1) and Wastewaater Treatmment Grade III (T2). Facilities andd Capacity The six wells prroduce approximately 1,418 galloons per minnute. Theree are two wwater tanks that hold 1.6 million galllons when ffull. One off the tanks is metal, wwhile the othher is concretee. Accordingg to the Deppartment off Public Heaalth (DPH) 2012 inspeection reporrt the District has sufficieent storage capacity too meet the waterworkks standardds; howeverr, the District should plaan to increease its souurce or stoorage capaacity at somme future date, especiallly to providde for furtheer growth off the systemm. The DDistrict maiintains 15 mmiles of wateer main thaat is all eitheer cast or duuctile iron. Most of it wass installed wwith the origginal systemm and showws no signs oof corrosionn. There aree 0.03 miles off four-inch water line, 7.55 miless of six-inchh water linne, 6.39 milles of eight-inch water linne and 0.14 miles of 10-inch waterr line in the District sysstem. The District usees a SCADAA system to monitor itts facilities and an alaarm systemm that alerts staaff if there is a problemm. 80 Other customers are connsidered a commbination of ressidential/commmercial or any oother account thhat does not fit in any one categorry. EQSD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 122 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District also maintains fire hydrants within its territory. There are 119 hydrants strategically located throughout the District. Details about EQSD water facilities are shown in Figure 12-5. Figure 12-5: EQSD Water Facilities. Facility Date of Location Condition Capacity construction (excellent, good, fair or poor) Well 1 1964 Corner of Bell Excellent 160 gpm Lane and Lee Road Well 2 1964 179 Rogers Excellent 150 gpm Avenue Well 4 1967 56 Bell Lane Excellent 290 gpm Well 7 1982 1293 Excellent 290 gpm Industrial Way Well 8 1988 425 N. Mill Good 158 gpm Creek Road Well 9 2003 1201 Excellent 370 gpm Industrial Way Tank 1 1964 501 E. ridge Fair 800,000 gallons Run Road Tank 2 1981 350 Radio Hill Excellent 800,000 gallons Road All of the District’s sources are deep wells that have a 50-foot sanitary seal to prevent surface water contamination in the wells. The water is not treated with chlorine or any other chemicals as the District’s sources do not require treatment. EQSD relies entirely on groundwater from the American Valley groundwater basin for its water supply. The District estimates that 12 percent of the water is lost in the distribution system. The maximum water supply available annually is 1,412 acre-feet a year (af/yr). The District’s total annual water demand in 2013 was 431 af. The pumping capacity of the wells is 2.035 million gallons per day (mgd). The EQSD’s peak day demand is 0.913 mgd or 45 percent of the wells’ pumping capacity. According to the DPH inspection report from 2012, the District’s current source capacity is sufficient to meet EQSD current maximum day demand in addition to supplying up to 350 gallons per minute (gpm) to Quincy CSD, if needed per the agreement. The District conducts its emergency planning through Emergency Notification Plan filed with the State in September of 2014. The District considers itself in good position to sustain drought and does not plan to change its supply in drought years. EQSD provides water conservation information to its constituents on its website. Additional conservation practices include mandatory water restriction and available water conservation kits. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 123 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Infrastructure Needs It was reported in the EQSD’s Capital Improvement Program that the District would need certain system expansions, replacements and rehabilitation and water studies in the next five years. System expansions include Tank 1 cleaning and coating repair, Lee Road expansion, South SR Grid Loop, west of Fairgrounds Road expansion, South SR Grid Loop, Peppard Flat Road to Sunrise expansion, Carol Lane west main extension, and construction of Tank 3. Replacement and rehabilitation projects consist of replacement of pump meters, SCADA upgrade, Tank 2 cleaning, replacement of water truck, computer upgrade, and possibly automating water meter reading. The District is planning to complete a water system analysis study in 2016. The District reported that a short-term need is to repair or replace Tank 1. Challenges The District reported that the main challenge to the water service provision was lack of main line valves. Service Adequacy This section reviews indicators of service adequacy, including the California Department of Public Health system evaluation, drinking water quality, and distribution system integrity. The DPH is responsible for the enforcement of the federal and California Safe Drinking Water Acts and the operational permitting and regulatory oversight of public water systems. Domestic water providers of at least 200 connections are subject to inspections by DPH. During the Department of Public Health’s most recent annual inspection in 2012, DPH reported that the District’s system “is in good condition and conscientiously operated.” The District’s “source capacity is adequate to meet the system’s maximum day demand and dependably supply all users with safe, wholesome potable water.” The wells appear to be in good condition and the water meets all state drinking water standards. According to the DPH all the backflow devices had to be tested in 2012. The District reported that the devices had been tested in 2014. Additionally, the DPH required the District to collect two samples from Well 9 and test them for thallium in November 2012 and in May 2013. EQSD performed the test in August 2014; no thallium was detected. Drinking water quality is determined by a combination of historical violations reported by the EPA and the percent of time that the District was in compliance with Primary Drinking Water Regulations in 2013. EQSD had two health based violations in 2008 and 2009, both related to coliform. Additionally, there was one monitoring violation in 2011, also related to coliform. The District was in compliance with drinking water regulations 100 percent of the time in 2013. Indicators of distribution system integrity are the number of breaks and leaks in 2013 and the rate of unaccounted for distribution loss. The District reported approximately 27 breaks and leaks per 100 miles of pipe lines in 2013. The District estimates that it loses approximately 12 percent of water between the water source and the connections served. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 124 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Figure 12-6: EQSD Water Service Adequacy Indicators Water ServiceAdequacyandEfficiencyIndicators Service Adequacy Indicators Connections/FTE 268 Distribution Loss Rate 12% MGD Delivered/FTE 0.15 Distribution Break Rate1 27 Distribution Breaks & Leaks (2013) <5 Total Employees (FTEs) 3.00 Customer Complaints CY 2013: <5 Odor/taste (0), color/leaks (<5), pressure (0), other (0) Drinking Water Quality Regulatory Information2 # Description Health Violations 2 Coliform Monitoring Violations 1 Coliform DW Compliance Rate3 100% Notes: (1) Distribution break rate is the number of leaks and pipeline breaks per 100 miles of distribution piping. (2) Violations since 2000, as reported by the U.S. EPA Safe Drinking Water Information System. (3) Drinking water compliance is percent of time in compliance with National Primary Drinking Water Regulations in 2013. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 125 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Figure 12-7: EQSD Water Service Tables Water ServiceConfiguration&Infrastructure Water Service Provider(s) Water Service Provider(s) Retail Water EQCSD Groundwater Recharge None Wholesale Water None Groundwater Extraction EQCSD Water Treatment None Recycled Water None Service Area Description Retail Water 804 customers,including621single-family,64multi-family, 81 commercial,3 industrial, and 35 other. Wholesale Water None Irrigation Water None Water Sources Supply (Acre-Feet/Year) Source Type 2013 Maximum Safe/Firm American Valley GW Basin Groundwater 587 1,695 1,695 System Overview Average Daily Demand 0.38 mgd Peak Day Demand 0.913 mgd Major Facilities Facility Name Type Capacity Condition Yr Built Well 1 Well 160gpm Excellent 1964 Well 2 Well 148gpm Excellent 1964 Well 4 Well 290 gpm Excellent 1967 Well 7 Well 290 gpm Excellent 1982 Well 8 Well 175 gpm Good 1988 Well 9 Well 350 gpm Excellent 2003 Tank 1 Water tank 800,000 gallons Fair 1964 Tank 2 Water tank 800,000 gallons Excellent 1981 Other Infrastructure Reservoirs 0 StorageCapacity(mg) 1.60 Pump Stations 6 Pressure Zones 0 Production Wells 6 Pipe Miles 14.38 Storage tanks 2 Facility-Sharing and Regional Collaboration Current Practices: There is an intertie valvebetweenQCSDandEQCSDtosupplywaterwhen needed to QCSD. Opportunities: No additional opportunitieswereidentified. Notes: (1) N/A means Not Applicable, N/P means Not Provided, mg means millions of gallons, af means acre-feet. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 126 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW WaterDemandandSupply Service Connections Total InsideBounds Outside Bounds Total 804 804 0 Residential 621 621 0 Commercial 81 81 0 Industrial 3 3 0 Other 35 35 0 Average Annual Demand Information (Acre-Feet per Year) 2000 2005 2010 2013 2020 2025 2030 Total 598 573 517 517 530 530 530 Residential N/A N/P N/P N/P N/P N/P N/P Commercial/Industrial N/A N/P N/P N/P N/P N/P N/P Other N/A N/P N/P N/P N/P N/P N/P Supply Information (Acre-feet per Year) 2000 2005 2010 2013 2020 2025 2030 Total 662 604 603 587 602 602 602 Imported 0 0 0 0 0 0 0 Groundwater 662 604 603 587 587 587 587 Surface 0 0 0 0 0 0 0 Recycled 0 0 0 0 0 0 0 Drought Supply and Plans Drought Supply (af)1 Year 1: N/P Year 2: N/P Year 3: N/P Storage Practices Storage capacityis1.6mg. Drought Plan Emergency NotificationPlanfiledwiththeState9/2014 Water Conservation Practices CUWCC Signatory No Metering Yes Conservation Pricing No Other Practices Mandatory restriction and education. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 127 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW WaterRatesandFinancing RateDescription The charges vary by meter size and type of connection. Agricultural & Irrigation Water Rates Rate Description N/A Special Rates N/A Wholesale Water Rates N/A Rate-Setting Procedures Most Recent Rate Change 2013 Frequency of Rate Changes Reviewed annually Water Development Fees and Requirements Fee Approach Based on engineering analysis. Connection Fee Amount basedonwaterfixtureunitcount Lastupdated: N/P Water Enterprise Revenues, FY 2013 Expenditures, FY 13 Source Amount % Amount Total $586,595 100% Total $505,553 Rates & charges $486,896 83% Admin & OM $398,206 Property tax $87,093 15% CapitalDepreciation $107,347 Grants $0 0% Debt $0 Interest $2,859 0% Purchased Water $0 Other operating $9,747 2% Other $0 EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 128 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW WASTEWAATER SEERVICES Servicce Overvview Sewaage is collected throughh the 1995 EEQSD wasteewater colleection system and convveyed for treattment to QCSD via lift sttations. The District prrovides sewwer servicees to approoximately 955 custommers within its boundarries, including 621 singgle family, 664 multi-family, 81 coommercial, tthree indusstrial, 151 sewwer-only cusstomers, annd 35 otherr. Classificaation of custtomers is bbased on mmix of services provided aand how customers aree charged. TThere are nno wastewaater connections outside oof the Distriict’s boundaaries. The DDistrict doees not requiire sewer connections on undeveeloped propperties whenn the main is eextended to that particuular area. Properties hoook up wheen they are bbuilt. Largee dischargers and dischhargers witth unique looads within EQSD serviice include wwash racks, caar washes annd restauraants. Staffing The nnumber of District’s emmployees innvolved in ssewer operations is fivve, with thrree of them holding approopriate certiifications. Mainntenance and operationns of the sewwer systemm are providded directly through disstrict staff. Facilities andd Capacity EQSDD maintainss 21 miles oof 17-year oold sewer mmain and thrree lift statiions. The sewer main is constructedd with SDR 35 polyvinnyl chloride pipe (PVC)). The entirre sewer pippe in the Distrrict system is plastic SDDR 35 gaskeet joint. Theere are 0.355 miles of sixx-inch pipe,, 15.8 miles of eight-inch ppipe, 0.53 mmiles of 10-innch pipe annd 2.28 milees of 12-inchh pipe. The East Lift Sttation is loccated at 1011 Meadow WWay and itt has two 5 hp pumps. The West Lifft Station is located at 1775 Quinccy Junction Road and is equipped with one 110 hp and one 20 hp pumps. These aare the mainn pumps thaat pump thee sewage too the Quincyy CSD Sewer Treatment Plant. The North Lift Staation is locaated at 900 Quincy Junnction Rd. IIt has two 10 hhp pumps. The pump stattions are ssubject to a weekly and monthhly maintenance scheedule performed along with an annuual inspectioon by the ppump manufacturer and a semi annnual inspectioon of the ggenerators. The Districct sends seewage acrooss the valley to the EEQSD Treatmeent Plant in downtownn Quincy. The District has a 40-yeear agreement with Quuincy CSD facillity to acceppt East Quinncy SD sewaage. The TTreatment PPlant is opeerated by the Quincy CSSD staff andd Board withh input fromm the East Quiincy SD durring joint mmeetings through AVCSAA. Plant caapacity has been a problem for the laast several yyears. Addittionally, thee plant facess a possibiliity of not mmeeting the mmore stringent NPDES requirementts in 2015.. There is a Wastewaater Treatmment Plant Rate Setting CCommittee that discussses rates, rrevenue programs andd possible solutions too the EQSD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 129 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW compliance issues facing the treatment plant. The 2012 Prefeasibility Study Discussing the EQSD Wastewater Treatment recommends for the District to look into a possibility of a separate decentralized wastewater treatment plant. Due to the EQSD’s relatively new sewer connection infrastructure, there reportedly has been essentially no need for major repair work or significant maintenance. The condition of all mains and lift stations were reported to be excellent. Infrastructure Needs According to the District’s sewer CIP, EQSD will need multiple system expansions and replacements and rehabilitation over the next five years. System expansion projects include two spare 10 hp pumps, conical inserts, pump controller boards, office telemetry, camera equipment, cleaning equipment, and manhole flow monitoring equipment. Replacement and rehabilitation projects consist of SCADA, sewer mainline repair, computer upgrade, general pump replacement, and sewer truck. There are no reported short-term infrastructure needs. Challenges The District reportedly struggles with occasional obstructions. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 130 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Service Adequacy This section reviews indicators of service adequacy, including regulatory compliance, sewer overflows, collection system integrity, and response to service calls. Figure 12-8: EQSD Wastewater Service Adequacy Indicators Wastewater ServiceAdequacy andEfficiency Regulatory Compliance Record, 2011-2013 Formal Enforcement Actions 0 Informal Enforcement Actions 0 Total Violations, 2011 - 2013 Total Violations 0 Priority Violations 0 Service Adequacy Indicators Treatment Effectiveness Rate1 N/A Sewer Overflows 2011 - 20132 0 Total Employees (FTEs) 3.00 Sewer Overflow Rate3 0 MGD Treated per FTE N/A Customer Complaints CY 13: Odor (0), spills (0), other (0) Source Control and Pollution PreventionPractices Grease traps in restaurants and carwashes. Collection System Inspection Practices Visual inspection through clean outs and manholes, especially during rain events. Notes: (1) Total number of compliance days in 2013 per 365 days. (2) Total number of overflows experienced (excluding those caused by customers) from 2011 to 2013 as reported by the agency. (3) Sewer overflows from 2011 to 2013 (excluding those caused by customers) per 100 miles of collection piping. EQSD has been issued no violations between 2011 and 2013, which is zero violations per 1,000 population served. Wastewater agencies are required to report sewer system overflows (SSOs) to SWRCB. Overflows reflect the capacity and condition of collection system piping and the effectiveness of routine maintenance. The sewer overflow rate is calculated as the number of overflows per 100 miles of collection piping per year. The District reported no overflows during the period from 2011 through 2013, which equates to zero spills per 100 miles of pipeline during that period. There are several measures of integrity of the wastewater collection system, including peaking factors, efforts to address infiltration and inflow (I/I), and inspection practices. The peaking factor is the ratio of peak day wet weather flows to average dry weather flows. The peaking factor is an indicator of the degree to which the system suffers from I/I, where rainwater enters the sewer system through cracks, manholes or other means. The District has a peaking factor of 2.4 resulting from moderate I/I. The District conducts visual inspection of its sewer system through clean outs and manholes, especially during rain events. The District has a policy regarding response time for clearing blockages. EQSD responds to service calls immediately; the maximum allowed response time is 15 minutes. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 131 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Figure 12-9: Wastewater Service Profile Wastewater Service Configuration and Demand Service Configuration Service Type Service Provider(s) Wastewater Collection EQCSD Wastewater Treatment QCSD Recycled Water N/A Service Demand Connections (2014) Flow(mgd) Type Total Inside Bounds Outside Bounds Average2 Total 955 955 0 N/P Single-family 621 621 0 N/P Multi-family 64 64 0 N/P Commercial 81 81 0 N/P Industrial 3 3 0 N/P Sewer-only 151 151 0 N/P Other 35 35 0 N/P Historical and Projected Demand (ADWFinmillionsofgallonsperday)3 2005 2010 2015 2020 2025 N/P N/P N/P N/P N/P Note: (1) NA: Not Applicable; NP: Not Provided. (2) Flow by connection type as estimated by the District. (3) Projections prepared by EQCSD. Wastewater Infrastructure System Overview Sewage is collected through the 1995 EQCSD wastewater collection system and conveyed for treatment to QCSD via lift stations. Collection & Distribution Infrastructure Sewer Pipe Miles 21 Sewage Lift Stations 3 Infiltration and Inflow The District has moderate I/I. Infrastructure Needs and Deficiencies Replacement and rehabilitation projects over the next five years consist of SCADA, sewer mainline repair, computer upgrade, general pump replacement, and sewer truck. WastewaterFacilitySharing Facility Sharing Practices The District has its wastewater treated at QCSDwastewatertreatmentplant. Facility Sharing Opportunities No additional opportunities were identified. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 132 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Wastewater Rates and Financing Wastewater Rates Rate Description The charges vary by connection type. Rate Zones None Rate-Setting Procedures Last Rate Change 2013 Frequency of Rate Changes Reviewed annually Wastewater Development Fees andRequirements Fee Approach Based on engineering analysis Connection Fee Amount Based on sewer fixture unit count Development Impact Fee None Wastewater Enterprise Revenues, FY13 OperatingExpenditures, FY 13 Source Amount Amount Total $809,170 100% Total $949,510 Rates & Charges $671,741 83% Administration & O&M $662,712 Special Assessment $131,422 16% Capital Depreciation $191,957 Interest $2,526 0% Debt $94,841 Other $3,481 1% Other $0 EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 133 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW EAAST QUIINCY SERVICES DISTRIICT DETTERMINAATIONS Growtth and PPopulatiion Projjectionss  AAccording too the GIS annalysis of thhe 2010 Cennsus population data, there are 22,760 reesidents witthin East Quuincy Servicces District (EQSD).  TThe District observed little change in populatiion and servvice demand in the last five years. The deemand stayed the samee or slightlyy decreased..  Itt is forecasted that therre would be no growth in the next few years. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  TThe District reported thhat it had suufficient cappacity to proovide servicces to its currrent and future seervice area. No capacityy constraintts were idenntified.  AAccording too the DPH inspection report fromm 2012, thhe District’s current soource caapacity is ssufficient too meet EQSD current mmaximum dday demandd in additioon to suupplying upp to 350 gpmm to Quincyy CSD, if neeeded per thhe agreemennt. Similarlyy, the DDistrict has ssufficient storage capaccity.  TThe water iin EQSD is not treated with chlorine or anny other chhemicals ass the DDistrict’s soources do not require treatmennt. Howeveer, the District had ssome problems with coliform in the past..  TThe main waater infrastrructure needd is rehabiliitation or reeplacement of Tank 1.  TThe Districtt’s water sservices appear to bee adequatee based onn the Califoornia DDepartment of Public HHealth (DPHH) system evvaluation, ddrinking waater qualityy, and distribution system inteegrity.  DDue to the EEQSD’s relattively new sewer connnection infrrastructure,, there has been essentially nno need for mmajor repaiir work or ssignificant mmaintenance. The conddition of all mains aand lift statiions were reeported to bbe excellentt.  AAlthough thhe District does not oown wastewwater treattment facillities, the QQCSD wwastewater ttreatment pplant also ussed by EQSDD has been having capaacity issuess. The plant is also facing a possibility of NPDES nonn-compliancce in 2015. TThe engineeering EQSD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 134 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW report completed for EQSD recommended that the District look into a possibility of a separate decentralized wastewater treatment plant.  The District’s wastewater services appear to be adequate based on regulatory compliance, sewer overflows, collection system integrity, and response to service calls.  District management methods appear to generally meet accepted best management practices. The District prepares a budget before the beginning of the fiscal year, conducts annual financial audits, maintains current transparent financial records, tracks employee workload, evaluates its employees, has an established process to address complaints, and studies and updates its rates when appropriate. Financial Ability of Agencies to Provide Services  The District reported that its current financing level was adequate to deliver services. No financing challenges or impacts of the recent economic recession were identified.  The FY 12-13 audit identified one significant deficiency and two material weaknesses in internal control, which expose EQSD to risk of financial statement misstatement and the potential risk of errors and fraud.  Majority of the District’s revenue comes from charges for services. Property taxes account for about six percent of total revenue.  EQSD has a sewer assessment of $108 per parcel. The assessment was passed in 1997 and will sunset in 2034.  The District has four financial reserves, including reserves for System Facilities, Vehicles, Water Utility Deposits, and other unrestricted net assets.  EQSD plans its capital improvements through a capital improvement program for water and sewer included in the water and sewer rate studies completed in 2014. All planned water system improvements are estimated to cost the District approximately $1.5 million over the next six years. Needed sewer improvements are estimated to cost about $400,000 over the next five years.  EQSD has been using pay-as-you-go approach to finance its capital improvement needs. The District has a modest water replacement capital program and adequate reserves in cash to immediately fund the first priority of the capital improvement program. The sewer replacement capital program is adequately funded for the projects identified.  The District’s long-term debt is represented by USDA Improvement Bonds. Total bonds payable at the end of FY 12-13 were $1.7 million. The debt will be fully paid off by 2036. Status of, and Opportunities for, Shared Facilities  There is an intertie valve between QCSD and EQSD to supply water to QCSD when needed. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 135 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  The District has a 40-year agreement with Quincy CSD facility to accept East Quincy SD sewage.  EQSD is a member of American Water Works Association, Special District Risk Management Association, Special Districts Association, and Plumas County Special Districts Association.  EQSD and QCSD have been collaborating through the American Valley Community Services Authority (AVCSA) Joint Powers Agreement since 1995. In 2010, the two districts consolidated, but in 2011 they split back up. The AVCSA is still in existence. Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  EQSD demonstrated accountability in its disclosure of information and cooperation with Plumas LAFCo. The District responded to the questionnaires and cooperated with the document requests.  EQSD practices outreach efforts which enhance transparency, including a website where district information is made available.  With regard to future growth alternatives, although EQSD and QCSD dissolved after a year of operating as one district, there is a possibility that the two districts may reunite which would again change the governance structure as well as boundaries of the two agencies. EQSD, however, reported that it currently was not considering consolidation.  Another governance structure alternative for the District is the annexation of the property served by EQSD and currently located within QCSD and owned by the County Community Development Commission. EQSD passed a resolution consenting to and supporting the annexation of the property. The annexation is pending the application to LAFCo by the County Community Development Commission. EQSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 136 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 1 3 . PLU M AS H EE A LTHH C A RR E D ISST R ICCT Plummas Healthcaare District (PHD) provvides a widee range of hhealthcare sservices thrrough a hospitaal, an outpaatient healthh clinic and a dental cliinic. This iss the first MMunicipal Service Review ((MSR) for thhe District. AGENCYY OVERVVIEW Backgground Plummas Hospital District wwas formed in 1955. Inn 1956, the District issued a bondd and receivedd funds fromm the Federaal Governmment Hill-Burrton Prograam for the cconstructionn of a new hosspital. The acceptancee of Hill-Buurton moneey requires healthcaree institutionns to furnish nneeded servvices to persons unablee to pay forr the servicees. Althoughh for the Disstrict this obliggation endeed in May 19979, the hosspital still provides chaarity care. The principal acct that goveerns the Diistrict is thee Local Heaalthcare Disstrict Law.811 The principaal act empoowers heallthcare disttricts to pprovide meedical services, emerggency medical, ambulancee, and any oother servicces relatingg to the protection of rresidents’ health and livess.82 Districtss must applyy and obtainn LAFCo appproval to exxercise servvices authorrized by the principal actt but not alrready provided (i.e., lattent powerss) by the diistrict at thee end of 2000. Boundarries PHD is located inn central Plumas County and incluudes the commmunities oof Belden, BBucks Lake, Meeadow Valleey, Twain, KKeddie, Quincy, East QQuincy, Greeenhorn, Sprring Gardenn, and Cromberrg. The hospital campuus is locatedd in the towwn of Quinccy. The clossest neighbooring healthcaare district iis Indian Vaalley Healthhcare Districct located nnorth of PHD. The Disttrict’s boundarries encomppass approximately 4,2440 square mmiles. Therre has beenn one boundary changge since thee formationn of PHD thhat involveed an annexatiion. The annnexation toook place in 1976 and wwas named AAnnexationn 1. The terrritory annexedd is unknown.83 Sphere oof Influence The ssphere of innfluence (SOOI) for the DDistrict was originally eestablished iin 1976. The SOI is currenntly cotermiinous to PHD’s boundaries. 81 Health annd Safety Code §§32000-324922. 82 Health annd Safety Code §§32121(j). 83 Plumas LLAFCo Resolutioon 76-12. PHD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 137 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Extra-territorial Services PHD does not specifically provide services at facilities outside its bounds, but will provide services to patients that reside outside of the District’s boundaries and come to PHD-owned facilities. PHD serves both district residents and non-residents and charges them equal fees notwithstanding of residency status. Areas of Interest An issue of interest for the District is service overlap created by medical professionals, such as independent dentists and physical therapists that also provide medical services within the District’s boundaries. 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16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 ^` 13 18 17 14 13 18 17 16 15 14 13 19 20 21 22 23 24 19 20 21 22 23 24 19 20 22 23 24 19 20 21 Joh 22 nsv 2 il 3 le 24 19 20 24 19 20 21 22 23 24 30 29 28 27 26 25 30 29 28 27 26 25 27 26 25 30 29 28 27 26 25 30 29 30 29 28 27 26 25 Little Grass Valley 36 31 32 33 34 35 36 31 32 31 32 5 33 4 34 3 35 2 3 1 6 0 3 6 1 3 5 2 3 4 3 3 3 4 3 2 5 3 1 1 6 2 31 6 7 3 5 2 8 ^` 3 4 3 9 3 1 3 4 0 3 1 2 5 1 6 5 4 3 0 1 2 1 12 1 0 6 7 5 8 ² Legend Plumas Healthcare District Resolution: 76-12 Adopted: March 17,1976 Highways Major Roads Plumas Healthcare District Stream / River Sphere of Influence Resolution: 76-10 0 1.5 3 6Miles Adopted: January 28, 1976 Source: Plumas LAFCo Map Created 3/31/2014 htroN 32 pihsnwoT Plumas Healthcare District Range 6 East Range 8 East Plumas Healthcare District Plumas County Location Map (Not to Scale) htroN 72 pihsnwoT htroN 52 pihsnwoT Parcels Sectional Grid (MDB&M) ^` Waterbodies Communities htroN 42 pihsnwoT Range 7 East Range 9 East Range 10 East Range 11 East Plumas Healthcare District Plumas Healthcare District Sphere of Influence htroN 62 pihsnwoT htroN 32 pihsnwoT PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance The principal act orders that the governing body of a healthcare district must have five members. Directors may be appointed or elected, pending circumstances.84 PHD is governed by a five-member Board of Directors who are elected to staggered four-year terms. The Board members were elected at large, and there are currently no vacancies. The District’s Board Members do not get compensated for their service, but are eligible for the hospital’s healthcare insurance plan. If a position opens up mid-term, a new director is appointed by the district Board of Directors through an interview process. Current board member names, positions, and term expiration dates are shown in Figure 13-2. The Board meets once a month, usually on the first Thursday at 4:30 in the afternoon at the district hospital. Board meeting agendas are posted at the hospital and at three public sites in Quincy. Minutes are available upon request, at Board meetings and via email. The District maintains a website where agendas and minutes are also made available. Figure 13-2: PHD Governing Body Plumas Healthcare District District Contact Information Contact: Jeffrey Kepple,CEO Address: 1065 Bucks LakeRoad,Quincy,CA95971 Telephone: 530-283-2121 Email/website: www.pdh.org, jkepplemd@pdh.org Board of Directors Member Name Position Term Expiration Manner of Selection Length of Term Bill Wickman President 2018 Elected 4 years Kathy Price Secretary 2018 Elected 4 years Mark Satterfield, M.D. Director 2016 Elected 4 years John Kimmel Director 2018 Elected 4 years Valerie Flanigan Director 2016 Elected 4 years Meetings Date: First Thursdayofthemonthat4:30pm. Location: Plumas districthospital. Agenda Distribution:Posted at the hospitaland3sitesinQuincy. Minutes DistributionAvailable uponrequestandatBoardmeetings. In addition to the required agendas and minutes, PHD does public outreach through weekly advertisements in a newspaper and community events, such as dental screenings for kids, spring and fall health screenings and physician presentations. On its website, the District posts information regarding the hospital, contact information and foundation information. Voter participation is encouraged by the County. 84 Health and Safety Code §32100. PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 140 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Government Code §53235 requires that if a district provides compensation or reimbursement of expenses to its board members, the board members must receive two hours of training in ethics at least once every two years and the district must establish a written policy on reimbursements. It was reported that the District’s board members last received ethics training in January of 2014. If a customer is dissatisfied with the District’s services, complaints may be submitted to different district representatives depending on the nature of the complaint. Medical complaints are submitted to a risk management clinician. Customers may speak directly to the hospital CEO and each of the individual board members. Complaints may also be voiced at Board meetings. The performance improvement and risk management clinician is responsible for handling complaints, which are all recorded electronically and as hard copies. It was reported that PHD received four to five complaints in 2013 that were mostly related to wait times and diagnoses. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. All district board members have reportedly filed the required Form 700s for 2013. PHD demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo. The District participated in an interview and cooperated with the document requests. Planning and Management Practices The District employs about 155 full-time equivalents (FTEs). There are 211 employees, including 134 full-time, 29 part-time, 24 limited part-time, 22 per diem, and two temporary. The employee pool is broken down into 74 separate positions. The District employs 121 medical personnel and 91 administrative staff. Eighteen physicians staffing the emergency room are contracted through Valley Emergency Physicians (VEP). In addition there are 89 volunteers who provide services through staffing and operating the thrift store, assisting with semi-annual community health screenings, maintaining the Life Line program, awarding an annual scholarship, organizing the semi-annual community blood drive, and putting together an annual teddy bear drive for young hospital patients. The District is administered through 26 departments, including nursing, ER/ambulance, surgery, obstetrics, perioperative services, anesthesia, cardiopulmonary, employee health and case management, infection control, pharmacy, quality risk and management compliance, human resources, PR/foundation, medical staff, information systems, laboratory, radiology, rural health clinics, nutritional services, support services, financial services, patient financial services, dental clinic, general financial services, health information management, and materials management. The head of each department is accountable to the chief executive officer (CEO), chief nursing officer (CNO) or chief financial officer (CFO). PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 141 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW PHD receives contract services from other organizations. In addition to VEP physicians, a pharmacy group from Reno (Duro RX Relief) provides 24/7 on-call first dose review. The District also makes use of an auditing firm and legal services. The District conducts annual employee evaluations as part of the Joint Commission requirement.85 Each director and department manager is responsible for evaluating their respective subordinates. The CEO is evaluated by the Board of Directors. VEP staff are evaluated by both VEP and the District. PHD also regularly evaluates its own performance through abbreviated annual reports to the community, monthly reviews for the Board and the community and budget process. The District also evaluates the success of meeting goals outlined in the strategic plan by applying certain measurements to various goals, strategies and tactics. The District’s performance is additionally evaluated by the Office of Statewide Health Planning and Development (OSHPD) through benchmarking with other providers. The District’s clinic is a rural health clinic (RHC), which is a clinic certified by the Center for Medicare and Medicaid Services to receive special Medicare and Medicaid reimbursement. In California, clinics get certified through the California Department of Public Health acting as the State agency responsible for RHC certification. According to the Code of Federal Regulations, an evaluation of a rural health clinic’s total operation, including the overall organization, administration, policies and procedures covering personnel, fiscal and patient care areas, must be done at least annually. The evaluation may be done by the clinic, the group of professional personnel or through arrangement with other appropriate professionals.86 If a formal Quality Assurance and Performance Improvement (QAPI) program is in place, this will meet the requirement for annual program evaluation. The performance of PHD’s clinic and the hospital are also evaluated by the Center for Medicare and Medicaid Services by means of the State agency (in this case Chico District Office of the California Department of Public Health) through legal compliance as assessed by reported incidents resulting in documented deficiencies. PHD employee workload is tracked through an electronic time card system for bi- weekly payroll. The District also tracks patient census monthly. PHD reviews financial statements for payroll variances. The District’s financial planning efforts include an annually adopted budget and annually audited financial statements. The District does not have a formal capital improvement plan and plans for its capital improvement needs in its annual budgets. PHD plans for its future service needs and sets performance goals through a three-year strategic plan that was developed in 2012 and facilities master plan, which is currently on hold. The District reported that it would be addressing adopting a capital improvement plan in its strategic plan. 85 PHD is accredited by the Joint Commission. 86 42 CFR 491.11. PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 142 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the County Auditor. These budgets are to be filed and made available on request by the public at the County Auditor’s office. All special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or five-year schedule.87 The most recent audit for PHD was completed for FY 13. The District should ensure it is meeting the adopted audit requirements as determined by the Board of Supervisors and submitting budgets annually to the County, as legally required. The District reported that it would comply with the requirements of submitting its budget to the County Auditor within 60 days after the beginning of the fiscal year and annual audits to the County within 12 months of the completion of the fiscal year. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District has complied with this requirement. The District reported that it had implemented multiple measures to improve operational efficiency in the last three years. Some of them included setting up a new electronic medical record system, improving the staffing ratio of nursing personnel, and reorganizing ambulance services. In 1998, Plumas District Hospital was named one of the nation’s 100 Top Hospitals for 1997 by HCIA, Inc. and William M. Mercer Incorporated.88 The hospital was also named by iVantage as one of the top 100 critical access hospitals in the country in 2014, being the only hospital in California on that list. Existing Demand and Growth Projections Designated land uses within the District consist primarily of general forest, general agriculture, timberland production, and residential and commercial uses in Quincy and East Quincy areas.89 The total boundary area of PHD is approximately 4,240 square miles. Population There are approximately 6,743 residents within the District, based on 2010 Census GIS estimates. The District’s population density is about 1.6 residents per square mile. 87 Government Code §26909. 88 The annual study, 100 Top Hospitals—Benchmarks for Success, identifies U.S. hospitals delivering the most cost- efficient and highest quality medical care. Six of the region’s top-performing hospitals are in California. 89 Plumas County Parcel Application. PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 143 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Existing Demand Figure 13-3: Total Patient Days, in Thousands (FY 08 – FY 13) The District hospital had a total of 1,045 1,800 patient days in FY 12-13,90 1,600 which equates to 399 1,400 patients. The population 1,200 served by PHD hospital in 1,000 FY 12-13 was 800 approximately 25 percent 600 lower than the population 400 served in FY 07-08. The 200 average length of stay was 0 also slightly shorter in FY FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 12-13 than in FY 07-08. As shown in Figure 12-3, the number of patient days had been consistently dropping from FY 08 to FY 13. Projected Growth and Development Although no formal population projections have been made by the District, it is forecasted that there will be moderate growth in the next few years. PHD forecasts its future service needs by assessing the history of demand and analyzing provider-based and public surveys. Apart from the population growth, the District's demand for services is influenced by a number of factors, including number of primary care providers and specialists, condition of facilities and community outreach. The District anticipates that its service demand will increase due to availability of additional medical professionals, improved facilities and increased resident outreach. PHD is not aware of any planned or proposed development within its boundaries. It was reported that the District had sufficient capacity to accommodate the current level of demand and anticipated future demand. The State Department of Finance (DOF) projects that the population of Plumas County will grow by four percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.4 percent. Based on these projections, the District’s population would increase from 6,743 in 2010 to approximately 7,013 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. The District does not take part in reviewing plans for proposed developments. 90 OSHPD, Hospital Summary Individual Disclosure Report, 07/01/2012-06/30/3013. PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 144 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District reported that it was interested in the possibility of consolidating with Indian Valley Healthcare District, which would increase PHD's constituent population and territory. Financing The District reported that its current financing levels were adequate to deliver services, however, multiple financing challenges were identified. The District is challenged by fluctuating patient volumes, decreased payment from insurance carriers and additional mandates requiring increased overhead. Additionally, financing is constrained by difficulty in collecting co-pay and self-pay from a small community, migration of services to a facility that provides more "one-stop shopping", uncompetitive wages resulting in high staff turnover, older population of the area that supplies a high number of Medicare patients causing lower reimbursements, and difficulty meeting financial demands for recruiting providers. Additionally, the recent economic recession caused a decrease in utilization (as is also clear from Figure 13-3), the capping of a tax measure, which prevented the construction of a new hospital, decreased property values resulting in decreased revenues, higher deductible plans resulting in increased self-pay that is not collected, reduced frequency of visits, postponement or cancellation of elective visits, and staff seeking higher paying employment. As a result of the described financial hardships the District was forced to implement cost containment strategies. PHD decreased staffing ratios, cross training and overtime surveillance, froze pay scales and reduced facility upgrades to a minimum. The District's overall costs were reported to be fairly static. The District also enrolled with a new group purchasing organization (GPO) to reduce supply costs. PHD is considering new revenue streams, such as additional revenues brought by an increased primary care provider base, increased orthopedic specialist base, swing bed licensure, and increase in the number of specialty services. The PHD FY 12-13 audit did not identify any deficiencies to internal control. The District has an internal fiscal control process in place to protect against improper use of funds. A new accounts payable vendor requires the approval of the Controller before information is entered into the system. Non-stock inventory items require a purchase order that is approved by the department manager and the chief financial officer (CFO) prior to ordering. Purchase orders are reconciled with vendor invoices before payment. Cash disbursements are authorized by the Controller or the CFO prior to processing. The District’s accounts payable check stock is not pre-printed. All information, including the micro line that includes the bank account information is printed on the blank stock during the cash disbursement process. After cash disbursements are processed, a check register is provided to the Controller, who reviews it for unfamiliar vendors and missing or voided checks. The Board of Directors Finance Committee reviews and approves the accounts payable check register monthly. In FY 13-14, the District received a total of $19,984,298 in net operating revenue, including $4,412,112 from inpatient revenue (13 percent of total patient revenue), $5,111,015 from clinic revenue (15 percent), $24,757,053 from outpatient revenue (72 PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 145 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW percent), and $2,423,191 from other operating revenue, less contractual allowances and provision for bad debt that amounted to $16,719,073. During the same fiscal year, PHD received $348,411 in non-operating revenue. The District provides care to patients who meet certain criteria under its charity care policy without charge or at amounts less than its established rates. Because the District does not pursue collection of amounts determined to qualify as charity care, they are not reported as net revenue. Revenue from the Medicare and Medi-Cal programs accounted for approximately 42 percent and 20 percent, respectively, of total patient revenue in FY 14. Additionally, PHD receives revenue from County Service Area (CSA) 11 for provision of ambulance services. A majority of this funding comes from property taxes. Expenses for the ambulance department have been averaging about $270,000 a year over the last three fiscal years. In FY 14, PHD received $106,602 from CSA 11 to subsidize the operation of the District’s ambulance service. The District is also supported by the Plumas Healthcare Foundation. In the past the Foundation had used the donated funds to purchase a new photo therapy unit used to treat newborn jaundice for the hospital’s obstetric department and a number of personal digital assistants (PDAs) for the nursing staff. At the end of FY 2014, the District incurred $20,436,481 in operating expenses. The largest amounts were spent on wages (44 percent), benefits (12 percent), professional fees (17 percent), supplies (seven percent), purchased services (five percent), and depreciation expense (five percent). The rest of the expenditures included contract labor, repairs and maintenance, lease and rentals, insurance, interest, and other. The net operating loss at the end of FY 14 amounted to $452,183. PHD plans its capital improvement needs in its annual budgets. In FY 14-15, the District has planned to conduct cosmetic renovations of 10 patient rooms funded by Plumas Healthcare Foundation and private parties. For the past several years, the District has followed a policy of expending an amount equal to its annual depreciation on plant and equipment acquisitions. It is the intention of management to continue this policy in accordance with the availability of cash. At the end of FY 13, the District’s debt consisted of capital lease obligations totaling $944,976, notes payable with an outstanding balance of $1,821,124, and general obligation bonds, Series A, in the amount of $690,000 for an aggregate outstanding long-term debt of $3,456,100. Of this amount, $1,119,975 was paid off in installments over the following 12- month period. The leases were retired in FY 14. The notes payable mature in 2017, and the general obligation bonds are due in 2017. At the end of FY 14, the District’s long-term debt balance was $1,843,509. PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 146 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW PHD maintains financial reserves, which at the end of FY 13-14 was $927,367.19, with RBC Wealth investment. Some of the reserve funds will be used for ICD-1091 implementation that is scheduled for October/November 2015. The District expects its cash flow to be temporarily impacted during the conversion. PHD is also expecting to require the services of outsourced coders. The District participates in a joint venture under a joint powers agreement (JPA) with the BETA Healthcare Group Risk Management Authority. The Authority was formed for the purpose of operating a comprehensive liability self-insurance program for certain healthcare districts of the Association of California Healthcare Districts, Inc. (ACHD). The Authority operates as a separate JPA established as a public agency separate and distinct from the ACHD. Each member hospital pays a premium commensurate with the level of coverage requested and shares surpluses and deficits proportionate to its participation in the Authority. The District maintains coverage on a claims-made basis. The District’s net position —the difference between assets and liabilities—is one way to measure the District’s financial health or financial position. Over time, increases or decreases in the District’s net position are indicators of whether its financial health is improving or deteriorating. The District’s net position increased from June 30, 2013 to June 30, 2014 by $515,203 or seven percent. Although the District’s total assets decreased from FY 2013 to FY 2014, the liabilities decreased by a larger amount and thereby improving PHD’s net position. Information that is not reflected in the financial statements is also important to consider when assessing the strength of the District and its performance in providing services to the community. This information is in the form of statistical indicators common to healthcare facilities. A brief summary of these indicators and comparison for the last three fiscal years are set forth in Figure 13-4. 91 ICD-10 is the 10th revision of the International Statistical Classification of Diseases and Related Health Problems (ICD), a medical classification list by the World Health Organization (WHO). It contains codes for diseases, signs and symptoms, abnormal finding, complaints, social circumstances, and external causes of injury or diseases. The transition to ICD-10 is required for everyone covered by The Health Insurance Portability Accountability Act (HIPAA) by October 1, 2015. PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 147 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Figure 13-4: Comparison of statistical indicators Statistical Indicators FY 2014 FY2013 FY2012 Additionally, Patient Days 1,023 1,152 1,276 financial health of the Admissions 381 398 426 District may be Average length of stay 2.69 2.89 3.00 measured through Average daily census 3.05 2.86 3.81 Newborn deliveries 72 68 72 ratios that illustrate Emergency department visits 3,874 4,184 4,224 the hospital’s ability Rural health clinic visits 30,328 27,847 28,109 to meet its short- Dental visits 2,493 3,179 4,487 term obligations. Two of such ratios are days of cash on hand and net days in patient accounts receivable. In FY 14, PHD had 52 days of cash on hand, compared to the California median of 17 and a national median of 54; and 85 net days in patient accounts receivable compared to the California median of 61.5 and national median of 54. PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 148 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW HEALTHCARE SERRVICES Servicce Overvview PHD provides sservices thrrough a critical accesss hospital, an outpatieent rural health clinic annd a dental clinic. Thhe hospital provides ccardiopulmonary servvices, laboraatory services,, radiology,, telemediccine, obstetrics, and surgery. The facility aalso includees an emergenncy room, which has been receently certiffied as “kidd-qualified”” by the VValley Emergenncy Physiciaans (VEP), wwhich is a mmedical grooup that proovides physsician staffinng in the PHDD emergenccy room and in over 335 other hoospitals in California and aroundd the country. Additionallly, the Distrrict providess ambulance services. The District’s rrural healthh clinic opeerates out of two locaations, Norrth Fork Faamily Medicinee and Quinccy Family MMedicine, booth situatedd within thee District’s mmedical cammpus. A few yyears ago PPHD boughtt a privatelly owned QQuincy Fammily Medicinne practicee and incorporrated it intoo a single Pllumas Rural Communitty Clinic aloong with the existing NNorth Fork Fammily Medicinne. The District is closely affilliated with the Univerrsity of Callifornia, Davvis and Feaather River Coollege, whichh allows PHD to access their resouurces and exxpertise. PHD participateed in a countywide hhealth asseessment stuudy conduccted by Pluumas County. TThe Districtt is a member of Califorrnia Hospitaal Associatioon and its rural sub-grooup. Staffing As prreviously mmentioned inn the Managgement and SStaffing secction of this report, PHDD has 211 empployees, outt of whom 1121 are medical personnnel and 911 are adminnistrative. TThere are apprroximately 155 FTEs. The hospittal has six pprimary care physiciaans, two genneral surgeonss, three miid-level prooviders, and seven paart-time vissiting speciialists. Eighhteen physicians from VEP have privileges inn the Distrrict’s emerggency roomm and stafff the emergenncy departmment on a rotating scchedule. Thhe District’ss medical sstaff repressents specialtiies in carddiopulmonarry, internall medicine,, radiology,, obstetricss, and infection control. The emergency room has at least onne physician on call 224 hours daaily. Emerggency responsee is provideed by PHD ambulancee service, wwhich is stafffed by paramedics annd/or emergenncy medical technicianss. All ddoctors, nurrses and othher medicall practitionners are exppected to haave approppriate certificattions and licenses as mandated by law in order to prractice in PPHD hospittal or clinics. The DDistrict is aassisted by 889 volunteeers who moostly contribbute their ttime at the tthrift store and with PHD events. Facilities andd Capacity The District’s eentire mediical campus located iin Quincy consists off five builddings, including hospital bbuilding, Noorth Fork mmedical buiilding, admiinistration, Quincy meedical building, and humann resourcess/dental clinnic buildingg. PHD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 149 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The hospital building, located at 1065 Bucks Lake Road, was constructed in 1959 and has a 25-bed capacity. The current condition of the hospital facility is poor. North Fork Family Medicine building located at 1060 Valley View Lane, opened in 1988 and is currently in good condition. Quincy Family Medicine building, which is located at 1045 Bucks Lake Road was built in 1980 and is in fair condition. The dental clinic, shared with the human resource department, was constructed in 1975 and is reported to be in poor condition. The administration building constructed in 2002 was reported by the District to be in fair condition. In addition, the District owns two small facilities (also located within the medical campus), one of which houses IT and finance departments, and the other contains health records. Both buildings are currently in poor condition. Infrastructure Needs PHD reported that its hospital building required renovation; specifically a new Emergency Department (ED) and operating room (OR) are needed. Additionally, the hospital needs new C-Arm Endoscopy and Telemetry. The human resources/dental clinic facility is in need of a new roof, as well as panoramic digital equipment. Although the District had not identified any infrastructure needs for Quincy Family Medicine building and administration facility, both buildings were reported to be in fair condition and are in need of upgrades to improve their condition. Similarly, the IT/finance and health records buildings are in poor condition and require renovations. Additional long-term infrastructure needs for the District include new lab and radiology facilities and cosmetic and minor structural upgrades of all buildings. Challenges PHD faces several challenges to the adequate provision of services. The primary difficulty identified is financial constraints that results from a difficult fiscal environment and economic recession as was described in detail in the Financing section. Additionally, the District has difficulty retaining and recruiting staff and medical providers and working within the condition of aging facilities and antiquated equipment. Service Adequacy There are several benchmarks that may define the level of healthcare service provided by an agency, such as complaints, patient outcomes, occupancy rates, staffing levels, costs, emergency room closures and workload, operating room use, and the extent to which residents go to other hospitals for service. Complaints, costs and staffing levels were discussed in the previous sections of this chapter. Indicators of service adequacy discussed here include 1) prevention quality indicators, 2) community-acquired pneumonia mortality rates, 3) inpatient mortality indicators, 4) hospital occupancy rate, 5) EMS ambulance diversion rates, 6) operating room use, 7) the extent to which residents go to other hospitals for service, 8) accreditation information, 9) incidents resulting in deficiencies, and 10) compliance with legal requirements. These indicators for measuring service adequacy are established by the Center for Medicare and Medicaid Studies (CMS) and Office of Statewide Health Planning and Development (OSHPD). PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 150 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Although this data is not available specifically for PHD it is important to discuss Prevention Quality Indicators (PQIs).92 The latest PQI data is available per county for 2011. For six out of 10 indicators,93 Plumas County hospitals had lower hospitalization rates than statewide, suggesting that residents there have better than statewide average access to outpatient care for these diseases. When a person receives early and proper treatment for specific medical conditions, disease complications may be reduced or eliminated, disease progression may be slowed, and hospitalization may be prevented. For four of the diseases, the hospitalization rates were higher than the statewide average. Community-acquired pneumonia is one of the leading causes of death both nationwide and in California. For this reason, OSHPD chose it to be one of the conditions studied in the California Hospital Outcomes Program (CHOP), an initiative mandated by the State of California. The latest reports available are for 2003-2005. During that period, PHD had lower community-acquired pneumonia 30-day mortality rates than the State average. Inpatient Mortality Indicators (IMIs) for PHD are available for heart failure, GI hemorrhage and pneumonia for 2011.94 Evidence suggests that high mortality may be associated with deficiencies in the quality of hospital care provided. The IMIs are part of a suite of measures called Inpatient Quality Indicators (IQIs), developed by the Federal Agency for Healthcare Research and Quality (AHRQ) that provide a perspective on hospital quality of care. IMIs are calculated using patient data reported to OSHPD by all California- licensed hospitals. All IMIs include risk-adjustment, a process that takes into account patients' pre-existing health problems to "level the playing field" and allow fair comparisons among hospitals. The District’s mortality rate in 2011 for heart failure was 11.5 percent compared to three percent statewide, for GI hemorrhage it was zero percent compared to 2.2 percent statewide, and 7.4 percent for pneumonia compared to 4.1 percent statewide. PHD is considered not significantly different from the statewide average for all mentioned Inpatient Mortality Indicators. The District’s hospital had an occupancy rate of 11.9 percent in FY 12-13, compared to a statewide average of 59.5 percent.95 This occupancy rate suggests that service adequacy is satisfactory, and there are enough hospital beds in the area to serve patients as needed. 92 The Agency for Healthcare Research and Quality (AHRQ) has developed four types of Quality Indicators (QIs), measures of healthcare quality, that make use of hospital inpatient discharge data. Prevention Quality Indicators (PQIs) identify hospital admissions that evidence suggests may have been avoided through access to high-quality outpatient care. The PQIs are also called "ambulatory care-sensitive conditions" or "preventable hospitalizations." These measures assess the quality of the healthcare system as a whole, especially ambulatory care, in preventing hospitalizations due to potentially- avoidable medical complications. 93 Diabetes short-term complications, perforated appendix, diabetes long-term complications, COPD or asthma in older adults, hypertension, heart failure, dehydration, bacterial pneumonia, urinary tract infection, angina without procedure, uncontrolled diabetes, asthma in younger adults, and lower extremity amputation among patients with diabetes. 94 OSHPD did not report mortality rates for other conditions (for ecophageal resection, pancreatic resection, abdominal aortic aneurism repair, craniotomy, percutaneous transluminal coronary angioplasty, and carotid endaterectomy) for the District because fewer than three procedures were performed or conditions were treated. 95 OSHPD, Annual Financial Disclosure Report, June 30, 2013. Latest figure found for State of California was 2010, http://www.oshpd.ca.gov/hid/Products/Hospitals/AnnFinanData/HospFinanTrends/ PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 151 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Emergency room closure data was not available for recent years. The last year when this information was reported was 2007. For 2013, in lieu of emergency closure rates, EMS ambulance diversion rates were used as an indicator for emergency room use. In 2013, ambulances were not diverted to other hospitals from PHD. The operating room at the PHD hospital was used for surgeries (both inpatient and outpatient) approximately four percent of the available time in 2013.96 The operating room was used for outpatient surgery 1.26 times more than for inpatient surgery. The operating room appears to have sufficient capacity to accommodate existing demand and possible future growth. The adequacy of hospital facilities and services in meeting the needs of Plumas County residents can be gauged by the extent to which residents travel outside their County to receive hospital services. The rates were calculated based on patient discharge data from OSHPD. About 36 percent of patients discharged from hospitals who live in Plumas County patronize the PHD hospital. There are several major healthcare-related accreditation organizations in the United States: Healthcare Facilities Accreditation Program (HFAP), Joint Commission (JC), Community Health Accreditation Program (CHAP), Accreditation Commission for Health Care (ACHC), The Compliance Team – Exemplary provider programs, Healthcare Quality Association on Accreditation (HQAA), and DNV Healthcare, Inc. (DNVHC). For the State of California the primary accreditation organization is the Joint Commission. The Joint Commission is a not-for-profit organization that accredits and certifies more than 19,000 health organizations and programs in the country. Accreditation can be earned by an entire healthcare organization, for example, hospitals, nursing homes, office-based surgery practices, home care providers, and laboratories. In California, the Joint Commission is part of the joint survey process with State authorities. Hospitals are not required to be accredited in order to operate. Accreditation generally recognizes outstanding performance by a healthcare provider. PHD is the only hospital in the region, which is accredited by the Joint Commission. The operations of the PHD clinic and the hospital maybe evaluated through the number of incidents resulting in a documented deficiency. The California Department of Public Health Chico District Office indicated that there were eight incidents reported regarding the hospital in the last two years and one incident concerning Plumas Rural Community Clinic. The incident at the Clinic was rectified and did not result in a documented federal deficiency. Plumas Rural Community Clinic may also be evaluated through the compliance with legal requirements for rural health clinics. Rural health clinics are required to use a team approach of physicians and midlevel practitioners such as nurse practitioners, physician assistants, and certified nurse midwives to provide services. The clinic must be staffed at least 50 percent of the time with a midlevel practitioner. RHCs are required to provide 96 Operating room use rates are calculated as the number of surgery-minutes divided by the annual capacity of the operating rooms (number of minutes in a year is based on 24-hour use). PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 152 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW outpatient primary care services and basic laboratory services. Plumas Rural Community Clinic reportedly complies with all the requirements. Service Updates As of March 27, 2015 and since the data collection process for the MSR, the District has implemented the following updates:  Two family practitioners who also perform obstetrics have been recruited and will start their employment in July of 2015;  One general surgeon has been recruited to join the District’s existing surgeon. He will start in July 2015 with one day per week committed to performing outpatient services at Eastern Plumas Healthcare District;  PHD will soon start using a family physician who has trained in OB fellowship in an outreach prenatal clinic at Seneca Hospital in Chester;  OSHPD approved renovations to two inpatient rooms in the District’s Adopt-a-Room program. Two and possibly three more rooms have been committed by the community to be adopted;  Hospital lobby has been adopted for renovation by Plumas Bank;  Digital mammography has been acquired, accredited and utilized for approximately the last three months;  An entire restructure/reorganization of PHD clinics is being undertaken (including renovations) to accommodate additional specialty services as well as the three new physicians joining the team in July 2015;  The District hired a new dentist who is now taking new Medi-Cal patients;  PHD is now participating in the Medi-Cal MAA program. This requires time study tracking by multiple personnel involved in improving patient access to care. Medi- Cal revenues are generated through these time studies;  PHD is pursuing a Rural Center of Excellence designation through UC Davis;  The District is starting a pilot study of “Care Coordination” with Renown Health in Reno, NV;  PHD is increasing collaboration with Feather River College to improve college student access to care;  The District is also increasing collaboration with Plumas County Public Health Agency;  PHD has come very close to starting its new Swing Bed program for subacute patients. PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 153 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW PPLUMAS HEALTHHCARE DDISTRICCT DETEERMINATIONS Growtth and PPopulatiion Projjectionss  TThere are appproximately 6,743 resiidents within Plumas HHealthcare DDistrict (PHHD).  TThe District experienced a decreasse in servicee demand iin the last ffew years duue to reesidents migrating out of the area because of the recent rrecession.  TThe District anticipates that its service demannd will expeerience a mooderate incrrease due to availability of additional medical professionals, improveed facilities and inncreased resident outreeach. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  TThe Districtt’s existing facilities hhave the capacity to adequatelyy serve currrent demand and potentiaal future ggrowth bassed demannd. Howevver, capacitty is coonstrained by the fair ccondition off most of thee facilities.  PHD hospitaal building rrequires rennovation. Additionally,, the hospital needs neew C- AArm Endoscoopy and Tellemetry. The human resources/deental clinic ffacility is in need of a new rooof, as well as panoraamic digital equipment. Quincy FFamily Meddicine building and the admministrationn building require uupgrade to improve their coondition. Siimilarly, thee IT/financee and healthh records bbuildings neeed renovattions. TThe District hhas started implementting some off the upgraddes.  TThe District plans its capital improvements in its budgetss. There is nno formal caapital immprovemennt plan (CIP)).  TThe District reported thhat it wouldd be addresssing adoptting a capittal improvemment plan in its strrategic plann.  PHD providees adequate services based on mmultiple seervice adequuacy indicaators, inncluding 1)) preventioon quality indicators, 2) commuunity-acquired pneummonia mmortality rattes, 3) inpattient mortallity indicatoors, 4) hosppital occupanncy rate, 5) EMS ambulance ddiversion raates, 6) operrating roomm use, 7) thee extent to which residdents go to other hospitals ffor service,, 9) incidennts resultinng in deficiencies, andd 10) coompliance wwith legal reequirementts. PHD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 154 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  The District’s hospital is an award winning hospital and is accredited by the Joint Commission. Financial Ability of Agencies to Provide Services  The District reported that its financing levels were adequate to sustain current operations. However, the District identified multiple financing challenges caused in part by the recent economic recession. As a result, PHD implemented a number of cost containment strategies and is considering new revenue streams.  A vast majority of the District’s income comes from charges for services. The largest expenditures are salaries and benefits.  PHD keeps its financial reserve, which at the end of FY 13-14 was $927,367.19, in an investment firm.  At the end of FY 14, the District’s long-term debt balance was $1,843,509 and consisted of notes payable and general obligation bonds.  Based on financial position, statistical indicators and financial ratios, PHD appears to be in adequate financial health with a few challenges that the District makes efforts to overcome.  The PHD FY 12-13 audit did not identify any deficiencies to internal control. The District has an internal fiscal controls process in place to protect against improper use of funds. Status of, and Opportunities for, Shared Facilities  The District shares its facilities with contracted physicians from Valley Emergency Physicians (VEP).  The District participates in a joint venture under a joint powers agreement (JPA) with the BETA Healthcare Group Risk Management Authority.  The District is closely affiliated with the University of California, Davis and Feather River College, which allows PHD to access their resources and expertise.  PHD participated in a countywide health assessment study conducted by Plumas County. The District is a member of California Hospital Association and its rural sub- group. Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  PHD demonstrated accountability in its disclosure of information and cooperation with Plumas LAFCo. The District responded to the questionnaires and cooperated with the document requests.  PHD practices outreach efforts through participating in community events and keeping its customers informed through its website and print media. PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 155 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  The District reported that it was interested in the possibility of consolidating with Indian Valley Healthcare District. PHD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 156 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 1 4 . QUUINCCY COO M M UU N I TT Y SE RVVI C ES D I SST R I CT Quincy Community Servicces District (QCSD) prrovides waater, wastewwater and solid waste seervices in thhe western portion of tthe Americaan Valley. AA Municipall Service Reeview was last conducted for the Disttrict in 20077. AGENCYY OVERVVIEW Backgground QCSDD was formeed in July off 1989 and aabsorbed thhe duties, prroperties annd powers oof the County SService Areaa (CSA) 13 aand Quincy Sanitary Diistrict. The District hass been operating an EPA-ffunded wasstewater treeatment plaant since earrly 1980s aand currentlly treats sewwage from booth, QCSD aand East Quuincy Serviices Districtt (EQSD). AAs part of the wastewwater treatmennt facility operations,, QCSD admministers tthe Disposaal Agreemeent for effflluent irrigation on the Leeonhardt Raanch. Also in 1989 QCSSD took oveer a privateely owned wwater system upon a favvorable votee of the ussers and sttarted provviding wateer service tto its customeers. The pprincipal acct that goverrns the Disttrict is the SState of Caliifornia Commmunity Services District Law.97 CSDDs may pottentially provide a widde array off services, including wwater supply, wwastewaterr, solid wastte, police annd fire proteection, streeet lighting aand landscaaping, airport, recreation and parks, mosquito abatement,, library services; streeet maintennance and drainage serviices, ambulaance servicce, utility uundergroundding, transpportation, aabate graffiti, flood proteection, weeed abatemeent, hydroeelectric powwer, amongg various oother services. CSDs are rrequired to gain LAFCoo approval tto provide tthose servicces permitteed by the princcipal act butt not perforrmed by thee end of 20005 (i.e., latennt powers).998 QCSDD is locatedd in the ceentral part of Plumas County annd encompaasses a wesstern portion of the commmunity of QQuincy, whicch also servves as a Couunty seat. Thhe closest wwater and wasstewater colllection proovider is East Quincy SServices Disstrict (EQSDD) located too the east of QQCSD and seerving the eaastern portiion of Quinccy. Boundarries QCSDD’s boundarry is entireely within PPlumas Couunty. The ppresent bouunds encommpass approximmately 2.6 square miles. There hhave been tthree annexxations since the Disttrict’s formatioon in 19899. The latesst annexatiion occurreed in 20100 and invoolved Sprayyfield Propertyy. In 2010, QCSD consoolidated with East Quiincy CSD too form the AAmerican VValley CSD, butt dissolved back to two separate districts less than a yyear later. AAll the bounndary reorganiizations for the Districtt are shown in Figure 114-1. 97 Governmment Code §610000-61226.5. 98 Governmment Code §611006. QCSD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 157 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Figure 14-1: QCSD List of LAFCo-approved Border Changes Project Name Type of Action Year Recording Agency Quincy Community Services District Formation 1989 SBOE Beesken Lane Territory Annexation 1991 SBOE Feather River College et al Annexation 2005 SBOE Sprayfield Property Annexation 2010 LAFCo Formation of AVCSD (QCSD and EQCSD) Consolidation 2010 LAFCo QCSD formation after AVCSD split Dissolution 2011 LAFCo Sphere of Influence In 2007, after the adoption of the joint MSR for EQSD and QCSD, Plumas LAFCo adopted a joint SOI for both districts encouraging their consolidation. After their consolidation in 2010, the districts split back up into two in 2011 after the withdrawal of EQSD. QCSD currently has a provisional sphere of influence, which is coterminous with the District’s boundaries. Extra-territorial Services QCSD provides extra-territorial services to EQSD by treating its wastewater at the District’s wastewater treatment plant. In 1995, the two districts entered into a 40-year joint powers agreement for the joint use of the plant. Additionally, QCSD provides water and sewer services outside of the District’s boundaries within Feather River RV Park (partially located within the District’s boundaries). The RV Park is billed monthly. There is no out-of-area service agreement in place since the services commenced prior to 1994. The District is a member of American Water Works Association, California Rural Water Association, California Special District Association, California Water Environment Association, and North Cal-Neva Resource Conservation and Development. There are areas within QCSD boundaries where the District does not provide water services. Feather River College, located within the District’s boundaries operates an independent water system from the District. The College’s water system serves the College, Feather River Apartments, and the Plumas County Annex. The District’s licensed backflow tester is testing the College’s multiple backflow devices. Additionally, the property located at 444 W. Main Street is served by EQSD water, and QCSD is billed for it. Another area within the District where QCSD is not providing services is the property owned by the County Community Development Commission, which has a grant to have water and sewer provided to the property. Water and sewer services within the property are provided by EQSD according to an out-of-area service agreement (OASA) issued by Plumas County LAFCo on November 24, 2014.99 As stated in the OASA, an application for detachment of the property from QCSD and annexation to EQSD must be filed by the County Community Development Commission with LAFCo within 60 days of execution of the OASA administrative order otherwise the out-of-area service agreement will be null 99 2014 OASA-001 QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 158 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW and void and automatically terminated. As of March 27, 2015, the required application has not yet been filed. Auditing services are provided by Singleton and Auman, while legal services are received from Jan Klement, Attorney at Law. The District receives accounting consultation from Bequette and Kimmel Accountancy Corporation. Areas of Interest An area of interest for QCSD is the East Quincy CSD. Despite the recent consolidation and dissolution history, the districts are likely to merge again. In 1995, EQSD and QCSD entered into the American Valley Community Services Authority (AVCSA) Joint Powers Agreement, the ultimate goal of which was the consolidation of the two districts. Resolutions were adopted by AVCSA for joint use of the wastewater plant, construction of an intertie pipeline for water service and adoption by the districts of common connection fees and fee determination methodologies. The two districts consolidated in 2010, but in 2011 due to disagreements between the members of the AVCSD JPA Board and the respective Boards, AVCSD JPA Board voted to not pursue this reorganization further and provide services as two separate districts as they had been in the past. The JPA is currently still in existence. QCSD reported that it would consider re- consolidation if EQSD is amenable to the idea. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 159 4 3 2 1 CHANDLER ·|}þ 70 e n a L 9 10 P ur d y 11 12 Golden Eagle Avenue GA P N A S R N K ER Beskeen Lane Quincy Junction Road Spanish Creek Road Lee Road 16 15 C 14 13 Bucks Lake Road rescen t S treet Lawerence Street Main Street Jackson Street ·|}þ 70 22 23 24 21 28 27 26 25 Legend Quincy CSD Resolution: 2011-0009 Adopted: February 6, 2012 Major Roads ² Quincy CSD (SOI) Stream / River Resolution: 2011-0009 Waterbodies Adopted: February 6, 2012 0 0.25 0.5 1Miles Source: Plumas LAFCo Map Created 6/15/2014 htroN 42 pihsnwoT Quincy Community Services District Range 9 East Quincy CSD Plumas County Location Map (Not to Scale) Quincy Community Services District Highways Parcels Quincy Community Services District Sphere of Influence Sectional Grid (MDB&M) PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance QCSD is governed by a five-member Board of Directors who are elected at large to staggered four-year terms. There are currently no vacancies. Current board member names, positions, and term expiration dates are shown in Figure 14-3. The Board meets on the second Thursday of every month at nine in the morning at the district office boardroom at 900 Spanish Creek Road in Quincy. Board meeting agendas are posted on the website, QCSD office front door, Plumas County Public Library, and bulletin board outside of the U.S. Post Office. Minutes are available upon request and online. Figure 14-3: QCSD Governing Body Quincy Community Services District District Contact Information Contact: Larry Sullivan, General Manager Address: 900 Spanish Creek Road, Quincy, CA 95971 Telephone: 530-283-0836 Email/website: www.quincycsd.com Board of Directors Member Name Position Term Expiration Manner of Selection Length of Term Denny Churchill President December 2017 Elected 4 years Vice- Ruth Jackson president December 2017 Elected 4 years Richard Castaldini Director December 2017 Elected 4 years James Bequette Director December 2015 Elected 4 years Douglas Ely Director December 2015 Elected 4 years Meetings Date: Second Thursday of every month at 9:00am. Location: District office boardroom at 900 Spanish Creek Road, Quincy. Agenda Distribution: Posted on the District website. Minutes Distribution: Available upon request and on the website. The District’s Board members are compensated at $30 an hour, $100 maximum a day and $600 maximum per month. Travel and training expenses may be reimbursed. Government Code §53235 requires that if a district provides compensation or reimbursement of expenses to its board members, the board members must receive two hours of training in ethics at least once every two years and the district must establish a written policy on reimbursements. It was reported that the District’s Board members last received ethics training in March 2014. The District has established a written policy on expense reimbursement. In addition to the required agendas and minutes, the District tries to reach its constituents through making its information, including contact and Board meeting QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 161 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW information, staff information, and job opportunities available on its website. Additionally, QCSD makes its information available through mailings, phone tree, newspaper, and email. If a customer is dissatisfied with the District’s services, complaints may be submitted through the District’s staff. The information is then passed on to the office manager if a complaint is not resolved. The next step up is the lead operator or the general manager. If the complaint is still not resolved by then, it is passed on to be Board of Directors. There were no complaints received by the District in 2013. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the special districts. Each district holds responsibility for collecting the Forms 700 and maintaining copies in their records. All of the District’s Board members filed Forms 700 for 2013. QCSD demonstrated accountability in its disclosure of information and cooperation with Plumas LAFCo. While the District faced challenges responding to questionnaires and requests for information under a specific deadline all the information was eventually provided. Planning and Management Practices QCSD has seven full-time and two part-time employees. In addition, QCSD utilizes a contract accountant to assist in tracking income, expenses and payroll. The seven full-time positions (employed at 40 hours a week) include a general manager, lead operator and laboratory director, office manager, administrative assistant, operator I, operator II, and a mechanic II. The two part-time positions are an accounting clerk and laboratory technician. The general manager, who is accountable to the Board of Directors, is responsible for the day-to-day operations of the District. The general manager oversees office manager and lead operator/lab directors. Administrative assistant and accounting clerk report to the office manager; operator/lead mechanic, operators and lab assistant are accountable to lead operator/lab directors. The District’s staff is evaluated annually by the general manager. The Board of Directors evaluates the general manager. QCSD does not perform evaluations of the District as a whole through annual reports or benchmarking. The staff’s workload is tracked through timesheets. The District’s financial planning efforts include an annually adopted budget and annually audited financial statements. QCSD plans for its capital improvement needs through a Capital Improvement Plan (CIP). The Budget Committee along with the General Manager review it as needed and update annually. The plan was last updated in 2014 and has a planning horizon of five years. Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the county auditor. These budgets are to be filed and made available on request by the public at the county auditor’s office. All special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 162 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW five-year schedule.100 The most recent audit for QCSD was completed for FY 13. The District should ensure it is meeting the adopted audit requirements as determined by the Board of Supervisors and submitting budgets annually to the County as legally required. QCSD reported that it was in compliance with the legal requirements. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District has complied with this requirement. Existing Demand and Growth Projections Land uses within the District are mainly residential, suburban, agricultural, commercial, and recreational. The District’s bounds encompass nearly 2.6 square miles. Population According to the GIS analysis of the 2010 Census population data, there are 1,750 residents within QCSD. The population density is 673 people per square mile. Existing Demand The District reported that it had observed no change in population and service demand in the last five years. The demand stayed the same or slightly decreased. The number of water connections stayed at 767 from 2009 through 2012, after which it went up to 768. The number of wastewater connections from 2009 to 2014 fluctuated between 769 and 767. Peak demand time for water and wastewater is usually during July and August. Projected Growth and Development Although no formal population projections have been made by the District, it is anticipated that there would be little to no growth in the next few years. QCSD is not aware of any planned developments within the District boundaries. The District reported that it had sufficient capacity to provide wastewater services to its current and future service area. However, to be able to meet the water demand, QCSD has to use the intertie and pull water from EQSD. The State Department of Finance (DOF) projects that the population of Plumas County will grow by four percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.4 percent. Based on these projections, the District’s population would increase from 1,750 in 2010 to approximately 1,820 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. 100 Government Code §26909. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 163 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. With regard to future growth alternatives, although EQSD and QCSD dissolved, there is a possibility that the two districts may reunite which would again change the governance structure as well as boundaries of the two agencies. QCSD is reportedly interested in re- consolidation. Another reorganization alternative for QCSD is the detachment of the property owned by the County Community Development Commission and served by EQCSD, as was previously described in the Extra-territorial Services section. On April 14, 2014 QCSD passed a resolution requesting Plumas Local Agency Formation Commission to take proceedings for the detachment of the aforementioned property.101 The detachment is pending the application to LAFCo by the County Community Development Commission. Financing The District reported that its financing level was adequate to deliver services. No financing challenges were identified. The District has budgeted for the collection system upgrade with grants and USDA loan. The FY 12-13 audit identified two material weaknesses in internal control, which expose QCSD to risk of financial statement misstatement and the potential risk of errors and fraud. One of the material weaknesses is the District’s inadequate segregation of duties. The District responded that it could not with it current budget hire an adequate number of employees to insure that custody of assets and accountability for assets is separated. QCSD believes that being aware of this weakness will insure that existing employees and Board members will maintain diligence to potential risks of not having an adequate segregation of duties. Another weakness identified is that similar to many other small special districts, QCSD does not have policies and procedures in place to ensure that complete and accurate financial statements, MD&A and footnote disclosures are prepared to accordance with GAAP prior to the annual audit. Management relies upon the auditor to recommend footnote disclosures for the financial statement and to prepare adjusting journal entries for approval in order to report financial information in accordance with GAAP. The District has determined that the costs of correcting this control weakness outweigh the benefits to be received. QCSD will continue to rely on the independent auditor to prepare its annual financial statements. The District reported that its MD&A and footnote disclosures were prepared in accordance with GAAP prior to the annual audit. In FY 14, the District received about $1.9 million in revenue, including 31 percent from water charges, 32 percent from wastewater service charges, 18 percent from EQSD service charges, nine percent from USDA reserve collected, and six percent from property tax revenue. Other revenue sources included fire protection, set up fees, connection fees, sale 101 QCSD Resolution 2014-02. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 164 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW of reclaimed water, backflow testing, electric revenue from EQSD, rents and leases, franchise fees, interest revenue, penalties, and rural electric capital credits. The dominant source of funding for the District is user charges paid by the QCSD’s water and wastewater customers. The District’s fee schedule is updated annually. Monthly water charges are based on meter size and vary from $26.75 to $609.06. Commodity rates are $0.158 per 100 gallons for first 2,300 gallons and $0.181 per 100 gallons for over 2,300 gallons. Residential wastewater rates are $45.82 per month for single-family residential customers and $40.77 for multi-family unit. Non-residential sewer rates are based on meter size and vary between $8.54 per month and $151.90 per month. Commodity rates are $0.528 per 100 gallons for low-strength user, $0.651 per 100 gallons for medium- strength user, $0.959 per 100 gallons for high-strength user, and $0.485 per 100 gallons for schools. EQSD pays QCSD $21.17 per dwelling unit equivalent, which amounts to about $29,426 a month. The formal relationship between the two districts was wrought by the American Valley Community Services Authority (AVCSA) Agreement Resolution 95-1A to purchase wastewater treatment in 1995. The agreement included a provision titled “1. Joint Use Buy- in,” which specified a lump sum payment to QCSD in the amount of $1,996,000 to guarantee treatment capacity at the existing wastewater treatment plant (WWTP) for at least 40 years. In addition to the 40-year treatment capacity buy-in, a formula of EQSD monthly service payment was also established, which has since then been amended multiple times. QCSD does not collect any benefit assessments or special taxes. During FY 14, the District spent $1.4 million, including 27 percent on salaries and wages, 17 percent on employee benefits, six percent on operating supplies, nine percent on utilities, five percent on maintenance, five percent on state-required engineering reports, and seven percent on USDA debt service. Other expenditures included overtime wages, pager duty, directors’ fees, insurance, memberships expense, office expense, credit card transaction fees, printing, postage and publication, travel and training, professional services, mapping and CAD services, telemetering maintenance, gas, oil and fuel, lab services, USGS Spanish Creek monitoring, water purchases from EQSD, NPDES, safety expense, state monitoring fees, biosolids disposal, and pilot projects expense. QCSD keeps multiple financial reserves, the balance in which amounted to approximately $2.2 million at the end of FY 12-13. Wastewater System Collection reserve’s ($226,950) purpose is the replacement of wastewater infrastructure. The Treatment Plant reserve ($298,491) and the Wastewater Asset reserve ($10,867) were established for treatment system and facility replacement. The Water Facility Replacement reserve ($294,667) is for water system and building replacement. The unrestricted reserve for contingencies had a balance of $1,344,091 at the end of FY 12-13. The District plans for its capital improvement needs through a Capital Improvement Plan, which is updated annually. The District’s CIP last updated in November of 2014 lists the infrastructure needs for wastewater treatment plant, wastewater collection system and water system. The wastewater treatment plant projects include mapping, grit auger, lab equipment, pumps and motors (stormwater, recycle, irrigation, well), replacement of backhoe, berm repairs, replacement 250, chlorine system repairs (repair concrete basin), copier, replacement of phone system, pond B1 and B2 inflow, repair of leaks in irrigation QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 165 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW ditches, grit chamber and air lift system, plant water lines and valves, diffuser improvements, berm project, and filtration and UV disinfection project. The five year total for these projects amounts to $6,181,750, $200,000 of which will be financed by grants. Similarly the planning horizon for wastewater collection improvement program is five years. The infrastructure needs that are expected to have a total cost of $836,458 in FY 18- 19, include mapping, telemetry/SCADA, capitol, replacement of backhoe, replacement 250, copier, phone system, sewer lateral cleanouts and manhole spot repairs, USDA–RC collection project, USDA collection project paving, and Buchanan, Old MV road, and Baker Way (plans and specs). The planned water system projects consist of water meter replacement and upgrade, mapping, copier, telemetry PRV/SCADA, lab equipment, spring system improvements, Leonard/Andy’s way loop, replacement 250, replacement of backhoe, water storage tank Boyle #1, water storage tank Goodwin, replacement of copper lines and setters, replacement of phone system, improvement of water supply/test well, Central, Edwards, Summerfield, booster station and building, and Boyle Creek water line. The estimated five-year total is $1,715,130. Some of the wastewater treatment plant projects, wastewater collection system projects and water projects overlap. The District’s long-term debt is represented by non-interest-bearing Plumas-Sierra Rural Electric Cooperative Capital lease with the original balance of $6,460 and monthly payments of $18 through 2029. Additionally, the District obtained a loan in the amount of $3,040,000 from USDA to fund a wastewater improvement project. As of June 30, 2013, the loan proceeds were partially unspent; the debt balance was $2,939,790. The loan is expected to be paid off by 2052. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 166 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW WATERR SERVIICES Servicce Overvview The District suppplies untreeated waterr obtained from wells,, a springlinne and EQSSD to 768 actiive customers, including 586 reesidential, 1149 commeercial, threee industriaal, 24 public, aand three irrrigation. Thhere is an intertie valvve between QCSD and EQSD to suupply water too QCSD when needed. TThe District has an agreeement withh EQSD to oobtain up too 350 gallons pper minute (gpm); howwever, the supply of wwater to QCCSD is conttingent on EEQSD meeting its systemm demands first. The pproperty loocated at 4444 W. Mainn Street (wwithin QCSD) iss served by EQSD waterr, and QCSDD is billed for usage. Therre are no waater connecttions outsidde of the Disstrict’s bounndaries. Staffing Mainntenance annd operationn of the watter system are provideed directly through disstrict staff. The DDistrict hass six employyees directly involved in the wateer operationns. Two of tthem hold Waater Treatmment Grade 1 and twoo hold Watter Treatment Grade 2 certificattions. Additionnally, two eemployees aare certified as Waterr Distribution Grade 11, one as WWater Distributtion Grade 22 and one as Water Disstribution GGrade 3. Facilities andd Capacity The District owns and operates six wwells, includiing Well #11 Norton, WWell #2 Belllamy, Well #3 Coburn, WWell #4 Highh School, WWell #6 Sunnset, and WWell #7 Boyyle. Additionnally, QCSD owwns spring ooverflow annd spring mmain. Water from EQSDD is receivedd via the inttertie valve. Thhe District hhas not repoorted the loccation, datee of construcction, or thee condition of its infrastruucture. According to thhe Departmment of Public Healthh (DPH) 20012 inspecttion reportt, the District iis consideriing constructing an additional weell to help mminimize thee usage of WWells #1 and #6. These wwells have water qualiity issues eeven thoughh they meett primary wwater quality sstandards. WWell #1 is nnot used duue to MTBE being deteccted in the water, and Well #6 is noot normally used due to high TDS in the watter causing taste and oodor complaaints. Both wells have SCAADA installeed, which caan be used if needed. QQCSD has reecently insttalled a valve aat Well #6 to flush the mmain. A more detailed descriptionn of water sources is shhown in Figuree 14-4. QCSDD relies on groundwateer from thee American Valley grouundwater bbasin for its well water suupply. QCSD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 167 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Figure 14-4: QCSD water sources Source Capacity Well #1 250 gpm Well #2 220 gpm Well #3 30 gpm Well #4 55 gpm Well #6 100 gpm Well #7 50 gpm Spring 90 gpm Total well & spring capacity 795 gpm Purchased Water EQSD 350 gpm Total Capacity 1,145 gpm Operation of the wells is controlled by SCADA, which utilize level controllers in the storage tanks. Water from the spring serves the Stephen Pressure Zone by gravity with the excess water sent to the tank for use in the main distribution zone. Storage tanks float on the distribution system. Except for the greensand filter at Well #1, no treatment is provided for the spring or the wells as the raw groundwater meets all state primary standards. Water production records provided by the District show a significant drop in water usage since the District began informing its customers of the merits of water conservation. The District has adequate source capacity to meet maximum day demand with all of its permitted sources in use. However, since QCSD does not use Well #1 because of past taste and odor complaints associated with trace amounts of MTBE, it does rely on the intertie with EQSD to help ensure it meets domestic water demand in the summer months. Well 6 is not normally used due to high TDS also causing taste and odor problems; however, the District reported that it would use it first if necessary before Well #1, to provide domestic water for the system. The District’s distribution system consists of 17 miles of C-900 and PVC pipes that were reported to be in good condition. The District operates two pump stations. QCSD owns approximately 80 fire hydrants located all over its boundary area. The District’s total water storage capacity is 1.8 million gallons. Water is stored in two water tanks made from welded steel with 1.5 million gallon and 0.3 million gallon capacity. The DPH reports that both tanks appear to be well maintained and in good condition. For water systems with less than 1,000 service connections the California waterworks standards requires the storage capacity to be equal to or greater than the maximum day demand, unless the system can demonstrate that it has additional source capacity to meet peak demands. According to DPH, the District provides sufficient storage capacity to meet the waterworks standards. The District’s total water source capacity is 1.65 mgd. The QCSD’s peak day demand is 0.66 mgd or 40 percent of the total capacity. According to DPH inspection report the District has sufficient source capacity to supply current maximum day demands and is in compliance with waterworks standards. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 168 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District conducts its emergency planning through Emergency Notification Plan. The District considers itself in good position to sustain drought and does not plan to change its supply in drought years. Conservation practices include mandatory water restriction in accordance with the State of California requirements. Infrastructure Needs The main infrastructure needs for the District’s water system are water meter replacement and upgrade, spring system improvements, upgrades on both water tanks, and improving water supply. Additionally, the District would like to construct a booster station and install the Boyle Creek water line. All infrastructure needs and associated costs are recorded in the District’s five-year CIP last updated in 2014. No funding sources were identified. Challenges The District has not identified any challenges to water service provision. Service Adequacy This section reviews indicators of service adequacy, including the California Department of Public Health system evaluation, drinking water quality, and distribution system integrity. The DPH is responsible for the enforcement of the federal and California Safe Drinking Water Acts and the operational permitting and regulatory oversight of public water systems. Domestic water providers of at least 200 connections are subject to inspections by DPH. During the Department of Public Health’s most recent annual inspection in 2012, DPH reported that the District’s domestic water supply system is “managed and operated in a manner that meets good waterworks practices.” During the inspection it was determined that water in Well #6 transmission main was of poor aesthetic quality due to the well not being used. It was concluded that QCSD needed to install a flushing valve on transmission main so it could be flushed on a routine basis to keep the transmission water fresh. The District reportedly has complied with this requirement. Drinking water quality is determined by a combination of historical violations reported by the EPA and the percent of time that the District was in compliance with Primary Drinking Water Regulations in 2013. QCSD had three health based violations in 2002, 2009 and 2012, all related to coliform. Additionally, there was one monitoring violation in 2007, also related to coliform. The District was in full compliance with Primary Drinking Water Regulations for 365 days in 2013. Indicators of distribution system integrity are the number of breaks and leaks in 2013 and the rate of unaccounted for distribution loss. The District reported that there were no leaks or pipeline breaks in 2013. QCSD estimates that it loses approximately 6.8 percent of water between the water source and the connections served. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 169 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Figure 14-5: QCSD Water Service Adequacy Indicators Water ServiceAdequacyandEfficiencyIndicators Service Adequacy Indicators Connections/FTE 128 Distribution Loss Rate 6.8% MGD Delivered/FTE 0.07 Distribution Break Rate1 0 Distribution Breaks & Leaks (2013) 0 Total Employees (FTEs) 6.00 Customer Complaints CY 2013: 0 Odor/taste 0, color/leaks 0, pressure 0, other 0 Drinking Water Quality Regulatory Information2 # Description Health Violations 3 Coliform Monitoring Violations 1 Coliform DW Compliance Rate3 100% Notes: (1) Distribution break rate is the number of leaks and pipeline breaks per 100 miles of distribution piping. (2) Violations since 2000, as reported by the U.S. EPA Safe Drinking Water Information System. (3) Drinking water compliance is percent of time in compliance with National Primary Drinking Water Regulations in 2013. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 170 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Figure 14-6: QCSD Water Service Tables Water ServiceConfiguration&Infrastructure Water Service Provider(s) Water Service Provider(s) Retail Water QCSD Groundwater Recharge None Wholesale Water None Groundwater Extraction QCSD Water Treatment None Recycled Water None Service Area Description Retail Water 768 customers,including586residential,149commercial, 3 industrial, 24public,and 3 irrigation. Wholesale Water None Irrigation Water Provides irrigationwatertothreeconnections. Water Sources Supply (Acre-Feet/Year) Source Type 2013 Maximum Safe/Firm American Valley GW Basin Groundwater 452.83 N/P N/P System Overview Average Daily Demand 0.35 mgd Peak Day Demand 0.66 mgd Major Facilities Facility Name Type Capacity Condition Yr Built Well 1 Norton Well 250gpm N/P N/P Well 2 Bellamy Well 220gpm N/P N/P Well 3 Coburn Well 30 gpm N/P N/P Well 4 High School Well 55 gpm N/P N/P Well 6 Sunset Well 100 gpm N/P N/P Well 7 Boyle Well 50 gpm N/P N/P Spring Overflow Spring 30 gpm N/P N/P Spring Main Spring N/P N/P Tank 1 Tank 1.5 mg N/P N/P Tank 2 Tank 0.3 mg N/P N/P Other Infrastructure Reservoirs 0 Spring 1 Pump Stations 2 Storage Capacity (mg) 1.80 Production Wells 6 Pressure Zones 1 Storage tanks 2 Pipe Miles 17 Facility-Sharing and Regional Collaboration Current Practices: There is an intertie valvebetweenQCSDandEQCSDtosupplywaterwhen needed to QCSD. Opportunities: No additional opportunitieswereidentified. Notes: (1) N/A means Not Applicable, N/P means Not Provided, mg means millions of gallons, af means acre-feet. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 171 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW WaterDemandandSupply Service Connections Total InsideBounds Outside Bounds Total 768 768 0 Residential 586 586 0 Commercial 149 149 0 Industrial 3 3 0 Public 24 24 0 Irrigation 3 3 0 Average Annual Demand Information (Acre-FeetperYear) 2000 2005 2010 2013 2020 2025 2030 Total 445 412 377 395 N/P N/P N/P Residential 291.99 252.77 239.79 247.46 N/P N/P N/P Commercial/Industrial 153.28 133 112.72 115.18 N/P N/P N/P Irrigation - 26.15 24.79 32.54 N/P N/P N/P Supply Information (Acre-feet per Year) 2000 2005 2010 2013 2020 2025 2030 Total 528 459 413 453 N/P N/P N/P Imported 0 0 0 0 0 0 0 Groundwater/spring 662 604 603 587 N/P N/P N/P Surface 0 0 0 0 0 0 0 Recycled 0 0 0 0 0 0 0 Drought Supply and Plans Drought Supply (af)1 Year 1: N/P Year 2: N/P Year 3: N/P Storage Practices Storage capacityis1.8mg. Drought Plan Emergency NotificationPlanincludes thenotificationprocess. Water Conservation Practices CUWCC Signatory No Metering Yes Conservation Pricing No Other Practices Mandatory restriction. Notes: (1) Firm or safe water supply from the aquifer isunknown. Limitsofwaterduringdroughtarebasedonmaximum supply determinedbythe recharge rate of the aquifer. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 172 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW WaterRatesandFinancing RateDescription The charges vary by meter size. Agricultural & Irrigation Water Rates Rate Description N/A Special Rates N/A Wholesale Water Rates N/A Rate-Setting Procedures Most Recent Rate Change 2014 Frequency of Rate Changes Updated annually Water Development Fees and Requirements Fee Approach Based on engineering analysis. deposit $3,000 and actual cost of Connection Fee Amount engineering Last updated: 2014 Water Enterprise Revenues, FY 2013 Expenditures, FY 13 Source Amount % Amount Total $665,213 100% Total $711,543 Rates & charges $583,354 88% Admin & OM $381,484 Property tax $60,404 9% CapitalDepreciation $289,671 Grants $0 0% Debt $0 Interest $3,465 1% Purchased Water $40,388 Other operating $17,990 3% Other $0 QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 173 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW WASTEWAATER SEERVICES Servicce Overvview QCSDD provides sewer servvices within its boundaaries to 7677 customerss, includingg 588 residenttial, 151 commmercial, thhree industrrial, 24 publlic, and EQSD. Wasttewater inflluent is predominantlyy from domeestic sourcees. There arre no Signifficant Industriaal Users (SIUs), and only three useers are classsified as inddustrial userrs, each of wwhich dischargges mostly ddomestic waaste. In adddition, the DDistrict opeerates a treaatment plannt used by booth, QCSD aand EQSD. Staffing The DDistrict proovides maintenance of its system ddirectly. Customers aree required tto fix sewer prroblems from sewer main into hommes. QCSDD has six emmployees dirrectly involvved in seweer operationns, including two persoonnel certifiedd as Wastewwater Gradee 1, one emmployee as WWastewaterr Grade II aand two staaff as Wastewaater Grade IIII. Facilities andd Capacity The District’s sewer system consists of three liift stations,, septage receiving staation (SRS) that is currenntly closed, ttreatment pplant, dispossal system, tthree pumpping stationss and three irrrigation damms, and AWWWA C-900 pplastic pipinng. The District’s wwastewater treatment plant (including septaage receiving station) was construccted in 1983 with a 200-year lifesppan througgh funding rreceived froom Clean WWater Act Grannt. The plannt is currenttly beyond iits life and near capaciity. The ressolution adoopted in 1995 by Americaan Valley Coommunity SServices Autthority allowwed 40 yeaars of the pllant’s EQSD annd QCSD joinnt use, whicch further reeduced the life of the faacility. The TTreatment PPlant is operatted by the QQuincy CSD Staff and Booard. The WWWTP consists of a head works with influeent flow meeasurement,, an aeratedd grit chamberr, two paraallel trains of RBCs, appproximately one acree of stabilizzation/polisshing ponds, cchlorinationn, dechlorinaation, an irrrigation stoorage pond, and an emmergency stoorage pond of aapproximattely 35 acres. The current QQCSD wasteewater treaatment/dispposal proceess train cconsists off the following:  EQSD and QQCSD inflowws are meassured by ulttrasonic floow meters jjust before they enter into the grinderss. These fflows were separatelyy recorded to be usedd for reeporting annd evaluatioon. Approxiimately 33 percent of the total fllow comes from EQSD collecttion system..  TThe wastewaater flow thhen enters tthe head woorks where the solids are ground by a coomminutor (a grinder tthat runs 244/7); QCSD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 174 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  EQSD and QCSD flows are comingled and measured in a Parshall flume (the data is recorded for the same purpose as the ultrasonic flow meters);  The combined flow enters an aerated grit chamber where flow equalization and first-level removal of insoluble/indigestible solids, grit, trash, floatables, and grease is completed by microscreen and settlement (this is called “primary treatment”);  Filtered and settled flow moves to the two parallel trains of rotating biological contactors (RBCs) and begin the secondary treatment process (i.e. aerobic and/or anoxic biological treatment process) where biological activity begins to digest the organic load in the wastewater;  Flow from the RBCs continues to the stabilization/polishing ponds for further digestion and sludge settling;  Treated/settled pond wastewater is chlorinated and dechlorinated;  Dechlorinated wastewater is discharged to an irrigation storage pond or directly to Spanish Creek or for land disposal on the Leonhardt Ranch;  The irrigation storage pond wastewater then can be routed either to the Leonhardt Ranch for land disposal by irrigation or to the 35 acre emergency storage pond. Wastewater discharged to the emergency storage pond is further treated by wetland polishing.  Discharge from the emergency storage pond can be to Spanish Creek when the average daily dilution of at least 20 parts Spanish Creek water to one part effluent discharge is present. Discharge is not restricted to a particular time period. The only requirements are that the 20:1 dilution is present and that the effluent is “diffused” across the stream flow section. The total amount of wastewater processed by the plant in 2013 was approximately 210 million gallons (mg). The treatment plant is nearing capacity with only approximately 150 dwelling unit equivalents (DUEs)102 available for service on a first come first serve basis. Given the economic climate this may accommodate growth in both CSDs for quite some time; however, the Regional Water Quality Control Board permit requirements may result in plant upgrades to address ammonia and copper. According to the EQSD Prefeasibility Study103 conducted in 2012, it is likely that more stringent requirements for land disposal will be imposed with the QCSD 2015 permit 102 Sewer DUE equals to 21 drainage fixture units. 103 QCSD and its engineers do not agree with this study. QCSD reported that it was a $40,000 draft study that had never been finalized. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 175 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW renewal. The projected expense associated with higher treatment, to achieve 2015 permit compliance, will have a direct impact on all wastewater user rates and charges.104 Based on the detailed study provided by QCSD’s wastewater consultant (Pace Engineering) in December 2011, it was concluded that ammonia MDEL and AMEL 2015 compliance, under the current QCSD WWTP operation, cannot be achieved.105 QCSD NPDES Permit renewal will most likely include stricter effluent limitations (metal concentrations, nitrate, TDS, EC and other constituents of concern) for surface water discharge and land disposal irrigation. If the regulatory trend continues, prohibitions may be added for the use of the unlined emergency storage pond and land disposal area – in particular, the use of recycled water in the emergency storage pond might prohibit rising wetland groundwater discharging to surface waters (i.e. Spanish Creek.) The emergency storage pond is located adjacent to Spanish Creek and has been known to “leak.106” According to the same EQSD prefeasibility study, there appears to be a QCSD staff/Board of Directors inclination to rely on enhancements to the pond system in order to achieve NPDES compliance. Carollo Engineers indicates that compliance with the permit should be achieved solely through plant treatment as it would be “imprudent” to rely on pond treatment because “a number of factors effects natural pond treatment systems that preclude solid predictions on removal performance.” Pace Engineering is recommending additional treatment for ammonia be added to the WWTP . Higher biological treatment at the WWTP will likely be required and the pond system alone will not be adequate to comply with future NPDES Permit limitations.107 QCSD was not able to comment on the Prefeasibility Study performed for EQSD. The District has not reported how it would resolve potential problems with NPDES compliance. Infrastructure Needs QCSD has recently completed a construction program titled the Wastewater Collection System Rehabilitation Project, the purpose of which was to reduce inflow and infiltration (I&I) volumes from exceeding the WWTP capacity. Repairs were made to the most severe areas of the District’s system. Clean outs were installed on or near the property lines for maintenance. The cost of the project was about $4 million. According to the District’s five year CIP, last updated in 2014, the major wastewater system and treatment plant needs are berm repairs, filtration and UV disinfection project, diffuser improvements, telemetry/SCADA, sewer lateral cleanouts and manhole spot repairs, and USDA collection project. The most important need for QCSD, however, is to make necessary upgrades to the system to be able to comply with new NPDES requirements, as previously discussed in the Facilities and Capacity section. 104 EQSD, Prefeasibility Study Discussing EQSD Wastewater Treatment, January 2012. 105 Ibid. 106 Ibid. 107 Ibid. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 176 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Challenges QCSD collection system historically had high inflow events correspond with high rainfall events, indicating a direct correlation between QCSD collection system inflows versus rainfall. As described, however, in Infrastructure Needs section, the District recently completed the project to address I/I issues. QCSD has seen some I/I reduction; however, due to the drought the degree of I/I reduction is not fully known. The District reported that it continued to face the challenges caused by state’s unfunded mandates. Service Adequacy This section reviews indicators of service adequacy, including regulatory compliance, sewer overflows, collection system integrity, and response to service calls. Figure 14-7: QCSD Wastewater Service Adequacy Indicators Wastewater ServiceAdequacy andEfficiency Regulatory Compliance Record and Violations, 2011-2013 Enforcement Actions 22 Violations 35 Service Adequacy Indicators Treatment Effectiveness Rate1 99% Sewer Overflows 2011 - 20132 1 Total Employees (FTEs) 8.00 Sewer Overflow Rate3 N/P MGD Treated per FTE 0.07 Customer Complaints CY 13: Odor 0, spills 0, other 0 Source Control and Pollution PreventionPractices N/P Collection System Inspection Practices System is routinely inspected. Notes: (1) Total number of compliance days in 2013 per 365 days. (2) Total number of overflows experienced (excluding those caused by customers) from 2011 to 2013 as reported by the agency. (3) Sewer overflows from 2011 to 2013 (excluding those caused by customers) per 100 miles of collection piping. QCSD has been issued 35 violations between 2011 and 2013, which is 20 violations per 1,000 population served. The violations were mainly regarding high coliform, lead and copper contents, unauthorized discharge, and non-compliance with suspended solids removal. There were 22 enforcement actions, including administrative civil liability, notice of violation, staff enforcement letter, oral communication, and cease and desist order during the same period of time. QCSD had been disputing a $54,000 penalty assessed by the Central Valley Regional Water Quality Control Board for wastewater effluent violations between June 1st, 2011and March 31st, 2013. The District was scheduled to have a mediation hearing on December 5, 2013. The penalty was ultimately offset due to the generator project and the berm repairs Wastewater agencies are required to report sewer system overflows (SSOs) to SWRCB. Overflows reflect the capacity and condition of collection system piping and the effectiveness of routine maintenance. The sewer overflow rate is calculated as the number of overflows per 100 miles of collection piping per year. The District reported one overflow during the period from 2011 through 2013. The SSO occurred in 2014, where root intrusion caused 11 gallons of sewage to spill from lateral clean out to paved surface. The spill was cleaned up. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 177 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW The District was in compliance with permitted effluent quality standards 99 percent of the time in 2013. There are several measures of integrity of the wastewater collection system, including peaking factors, efforts to address infiltration and inflow (I/I), and inspection practices. The peaking factor is the ratio of peak day wet weather flows to average dry weather flows. The peaking factor is an indicator of the degree to which the system suffers from I/I, where rainwater enters the sewer system through cracks, manholes or other means. QCSD was unable to provide data related to its I/I. The District reports that it routinely inspects its sewer system. The District generally responds to a blockage complaint within 15 minutes. If the blockage is on the District side of cleanout, time to clear the blockage is within 30 minutes to an hour. QCSD does not take responsibility for the customer’s lateral. Reportedly, the new installation of the two-way clean outs have allowed staff to inspect any blockages or backups in a more efficient manner. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 178 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Figure 14-8: Wastewater Service Profile Wastewater Service Configuration and Demand Service Configuration Service Type Service Provider(s) Wastewater Collection EQCSD Wastewater Treatment QCSD Recycled Water N/A Service Demand Connections (2014) Flow(mgd) Type Total Inside Bounds Outside Bounds Average2 Total 955 955 0 N/P Single-family 621 621 0 N/P Multi-family 64 64 0 N/P Commercial 81 81 0 N/P Industrial 3 3 0 N/P Sewer-only 151 151 0 N/P Other 35 35 0 N/P Historical and Projected Demand (ADWFinmillionsofgallonsperday)3 2005 2010 2015 2020 2025 N/P N/P N/P N/P N/P Note: (1) NA: Not Applicable; NP: Not Provided. (2) Flow by connection type as estimated by the District. (3) Projections prepared by QCSD. Wastewater Infrastructure System Overview Sewage is collected through the QCSD wastewatercollectionsystemandconveyedfortreatment to QCSD wastewater treatment plant. Collection & Distribution Infrastructure Sewer Pipe Miles N/P Sewage Lift Stations 3 Infiltration and Inflow I/I is unknown due to the drought. Infrastructure Needs and Deficiencies The major wastewater system and treatment plant needs are berm repairs, filtration and UV disinfection project, diffuser improvements, telemetry/SCADA, sewer lateral cleanouts and manhole spot repairs, and USDA collection project. WastewaterFacilitySharing Facility Sharing Practices EQCSD has its wastewater treated at QCSD wastewatertreatmentplant. Facility Sharing Opportunities No additional opportunities were identified. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 179 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Wastewater Rates and Financing Wastewater Rates Rate Description The charges vary by connection type. Rate Zones None Rate-Setting Procedures Last Rate Change 2014 Frequency of Rate Changes Updated annually Wastewater Development Fees andRequirements Fee Approach Based on engineering analysis Connection Fee Amount Deposit plus engineering charge Development Impact Fee None Wastewater Enterprise Revenues,FY13 OperatingExpenditures, FY 13 Source Amount Amount Total $1,895,424 100% Total $1,184,646 Rates & Charges $1,064,846 56% Administration & O&M $814,871 Property Taxes $60,404 3% Capital Depreciation $353,466 Interest $2,016 0% Debt $16,309 Other $768,158 72% Other $0 QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 180 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW SOOLID WAASTE SEERVICES Servicce Overvview QCSDD administeers the solidd waste conntract with local privaate provider, Feather RRiver Disposall within QCCSD boundaaries. The ccontract exxpired in 20015 but waas extendedd for another 10 years. Cuustomers paay the serviice providerr directly. Staffing The District’s ggeneral manager is reesponsible for adminiistering thee contract with Feather River Dispoosal. Facilities andd Capacity QCSDD does not oown any inffrastructuree related to solid wastee. The Distrrict was nott able to report at which landfill the wwaste from the Districtt’s residentss is disposedd and wherre the recyclabbles are takeen. Infrasstructurre Needs No innfrastructurre needs weere reportedd. Challeenges The District haas not identified any challenges to the proovision of tthe solid wwaste services. Servicce Adequacy This section revviews indicaators of servvice adequaacy, includinng regulatorry compliannce of the landdfill and divversion ratee. Regulatorry compliannce of the laandfill was not possibble to establishh since theere is no innformation about whiich landfill is used byy Feather RRiver Disposall to disposee of the Disttrict’s wastee. QCSD wass unable to provide thhe diversionn rate within thhe District. QCSD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 181 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW QUINCY COMMUNITYY SERVICES DISSTRICT DDETERMMINATIOONS Growtth and PPopulatiion Projjectionss  AAccording too the GIS annalysis of thhe 2010 Cennsus populaation data, there are aabout 1,750 residents within QQuincy Commmunity Serrvices Distriict (QCSD).  TThe District observed little change in populatiion and servvice demand in the last five years. The deemand stayed the samee or slightlyy decreased..  Itt is forecastted that theere would bbe no growwth in the next few yeaars. QCSD iss not awware of anyy planned deevelopmentts within thee District booundaries. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  TThe District reported thhat it had suufficient cappacity to prrovide wasttewater services too its currennt and futuure service area. Howwever, to bbe able to mmeet the wwater demand, QCSSD has to usse the interttie and pull water fromm EQSD.  AAccording too the DPH innspection reeport from 22012, the DDistrict has ssufficient soource caapacity to supply currrent maximmum day ddemands aand is in compliance with wwaterworks standards.  AAlthough, there is adequuate sourcee capacity too meet maxximum day ddemand witth all of QCSD perrmitted sources in usee, QCSD doees not use WWell #1 or Well #6 duue to taaste and oddor problemms. QCSD reelies on thee intertie wwith EQSD too help ensuure it mmeets domesstic water ddemand in thhe summer months.  AAccording too DPH, thee District provides suffficient storrage capaciity to meett the wwaterworks standards.  Except for thhe greensannd filter at WWell #1, no ttreatment iss provided ffor the sprinng or thhe wells as the raw grooundwater meets all sttate primarry standards. Since Weell #1 iss currently uunused, the greensand filter is nott being usedd either.  TThe main innfrastructurre needs foor the Distrrict’s waterr system are water mmeter reeplacementt and upgraade, spring system impprovementss, upgradess on both wwater taanks, and immproving wwater supplyy. Additionally, the Disttrict would llike to consstruct a booster staation and install the Boyyle Creek wwater line. QCSD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 182 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  It was not possible to fully determine the adequacy of the District’s water services as QCSD was unable to report the number of days in compliance in 2013 and the number of leaks and breaks during the same year. Based on the Department of Public Health data, the adequacy is marginal as there have been some issues with coliform in the water.  The treatment plant is nearing capacity with only approximately 150 dwelling unit equivalents (DUEs)108 available for service in addition to 320 that are being reserved for EQSD.  More stringent requirements for land disposal may be imposed with the NPDES 2015 permit renewal as reported by the EQSD Prefeasibility Study disputed by QCSD. In that case, higher biological treatment at the WWTP would most likely be required.  According to the District’s five year CIP, last updated in 2014, the major wastewater system and treatment plant needs are berm repairs, filtration and UV disinfection project, diffuser improvements, telemetry/SCADA, sewer lateral cleanouts and manhole spot repairs, and USDA collection project.  Based limited available service adequacy indicators, the District’s wastewater services appear to be scarcely adequate. Between 2011 and 2013, QCSD had 22 enforcement actions, 35 violations and one sanitary sewer overflow (SSO). Information regarding infiltration and inflow (I/I) and sewer system inspection practices was not provided.  Solid waste services are provided by Feather River Disposal through a franchise. No data was provided by QCSD that would allow to determine the adequacy of services provided.  District management methods appear to generally meet accepted best management practices. The District prepares a budget before the beginning of the fiscal year, conducts annual financial audits, maintains current transparent financial records, tracks employee workload, evaluates its employees, has an established process to address complaints, and studies and updates its rates when appropriate. Financial Ability of Agencies to Provide Services  The District has not reported whether its financing level was adequate to deliver services. No financing challenges were identified.  The FY 12-13 audit identified two material weaknesses in internal control, which expose QCSD to risk of financial statement misstatement and the potential risk of errors and fraud.  Majority of the District’s revenue comes from charges for services. Property taxes account for about six percent of total revenue.  QCSD does not collect any benefit assessments or special taxes. 108 Sewer DUE equals to 21 drainage fixture units. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 183 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  The District has five financial reserves, including reserves for Wastewater System Collection reserve, the Treatment Plant reserve, the Wastewater Asset reserve, the Water Facility Replacement reserve, and unrestricted reserve for contingencies.  The District plans for its capital improvement needs through a Capital Improvement Plan (CIP). The District’s CIP last updated in November 2014 lists the infrastructure needs for wastewater treatment plant, wastewater collection system and water system.  The five year total for wastewater treatment plant projects amounts to $6,181,750, $200,000 of which will be financed by grants. The infrastructure needs for wastewater collection system are expected to have a total five-year cost of $836,458. The estimated five-year total for water CIP needs is $1,715,130. Some of the wastewater treatment plant projects, wastewater collection system projects and water projects overlap.  The District’s long-term debt is represented by non-interest-bearing Plumas-Sierra Rural Electric Cooperative Capital lease with the original balance of $6,460 and monthly payments of $18 through 2029. Additionally, the District obtained a loan in the amount of $3,040,000 from USDA to fund a wastewater improvement project. As of June 30, 2013, the loan proceeds were partially unspent; the debt balance was $2,939,790. The loan is expected to be paid off by 2052. Status of, and Opportunities for, Shared Facilities  There is an intertie valve between QCSD and EQSD to supply water to QCSD when needed.  QCSD provides water and sewer services outside of the District’s boundaries within Feather River RV Park (partially located within the District’s boundaries).  There is a 40-year agreement between East Quincy SD and Quincy CSD according to which the QCSD wastewater treatment plant accepts East Quincy SD sewage.  The District is a member of American Water Works Association, California Rural Water Association, California Special District Association, California Water Environment Association, and North Cal-Neva Resource Conservation and Development.  EQSD and QCSD have been collaborating through the American Valley Community Services Authority (AVCSA) Joint Powers Agreement since 1995. In 2010, the two districts consolidated, but in 2011 they split back up. The AVCSA is still in existence, but currently not functioning. Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  QCSD demonstrated accountability in its disclosure of information and cooperation with Plumas LAFCo. While the District faced challenges responding to questionnaires and requests for information under a specific deadline all the information was eventually provided. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 184 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW  QCSD practices outreach efforts which enhance transparency, including a website where district information is made available.  With regard to future growth alternatives, although EQSD and QCSD dissolved, there is a possibility that the two districts may reunite which would again change the governance structure as well as boundaries of the two agencies. QCSD has not commented on this consolidation possibility.  Another reorganization alternative for QCSD is the detachment of the property owned by the County Community Development Commission and served by EQCSD. A resolution requesting Plumas Local Agency Formation Commission to take proceedings for the detachment of the property has been passed by QCSD Board of Directors. Detachment is pending the application to LAFCo by the County Community Development Commission. QCSD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 185 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 1 5. QU I NCCY LIIGH TT I N G D I STT R I CTT Quincy Lightingg District (QQLD) providdes street llighting serrvices in thee communiity of Quincy. TThis is the ffirst Municippal Service Review (MSSR) for the DDistrict. AGENCYY OVERVVIEW Backgground QLD was formedd in July 19222, as a dependent speccial district of the Counnty. The purrpose of the formation waas to providee lighting seervice on annd around thhe public sttreets of Quiincy. The principal acct that goveerns the Disstrict is thee State of CCalifornia Hiighway Lighhting District AAct109. The aact empoweers highwayy lighting diistricts to innstall and mmaintain a sstreet lighting system on ppublic highwways withinn the districtt for the bettter protecttion of the ppublic travelingg thereon. HHighway ligghting distrricts have authority to install the lighting syystem and conttract for serrvice. QLD is located in the soutthwestern part of Pluumas Countty. The onlyy other lighhting district iin the Countty is the Creescent Mills Highway LDD situated tto the northheast of QLDD. Boundarries The District’s boundariess are entiirely withiin Plumas County aand encommpass approximmately 3.3 ssquare miless. The District’s boundaaries are deepicted in Fiigure 1-1. Based on LAFCCo records,, there apppears to hhave been one detachhment and one annexatiion to the DDistrict since its formmation. A deetachment sseems to have occurreed in 1977 wiith the transfer of threee parcels oof land fromm QLD to Eaast Quincy SServices Disstrict (SD); however, therre is no ressolution to cconfirm thaat the transfer was commpleted andd the Board oof Equalizaation does have recoords of thhis boundaary changee. Prior too the consoliddation of Quuincy CSD and East Quincy SD in 2010, QLD added territory previoously served bby the East Quincy SDD. A resolutiion approving the trannsfer of prooperty tax from EQSD to QLD occurrred on January 6, 2009110. Sphere oof Influence QLD’s Sphere of Influence (SOI) was first establlished on Jaanuary 28, 1976. Att that 111 time, thee SOI was mmade cotermminous withh the Districct’s boundaries. The SOOI was amended on Auguust 15, 19777112 when paarcels of QLLD were annnexed to thhe Quincy CCSD’s SOI. Most recently,, in July 20008, the Disttrict’s SOI wwas updatedd to includee all territorry outside oof the 109 Governmment Streets & HHighways Code §19000-193288. 110 LAFCo RResolution No. 009-01. 111 LAFCo RResolution No. 776-06. 112 LAFCo RResolution No. 777-4. QLD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 186 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW U.S. Foreest propertyy in order too allow commmunities too annex as nneeded or ddesired.113 LAAFCo will updaate the SOI for the Disttrict upon coompletion oof this MSR. Extra-territorial Seervices QLD reported tthat funds from the DDistrict are used to fiinance streeet lights inn the Taylorsvville area as well, whichh is outside of its boundds. Areas off Interest The DDistrict did not identifyy any areas of interest. 113 LAFCo RResolution No. 22008-11. QLD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 187 enaL ydruP ·|}þ 70 Main Street Q u incy L aP o rte R oad sdnuorgriaF daoR OUNDHOUSE ROAD D O A K L A N D C A M P Beskeen Lane Quincy Junction Road Bell Lane Carol Lane West Chandler Road Lee Road Jackson Street East Main Street ·|}þ 70 daoR keerC lliM 22 23 24 27 26 25 30 29 28 32 33 34 35 36 31 3 2 1 6 5 4 10 11 12 7 8 9 Gol A d v e e n n E u a e gle Carol Lane Ea M s a t in R R a o n a c d h Gansner Park 15 Bucks Lake Road Crescent St 1 re 4 et Span L i a s w h r C en re c e e k S R tr o e a e d t 13 18 17 16 g reb d eR eu n evA Center Street 22 23 24 19 20 21 Legend Quincy Lighting District Resolution: 2009-01 Adopted: August 17,2009 Major Roads Quincy Lighting District (SOI) Stream / River Resolution: Waterbodies Adopted: 0 0.25 0.5 1Miles Source: Plumas LAFCo Map Modified 1/28/2015 htroN 42 pihsnwoT Quincy Lighting District 4 Plumas County ¬« 36 ¬« 36 Quincy Lighting District ¬« 89 ¬« 70 ¬« 70 ¬« 70 ¬« ¬« 49 89 Quincy Lighting District Sphere Of Influence Location Map (Not to Scale) (Lands Outside of USA Ownership) Range 9 East Range 10 East 4 Quincy Lighting District Highways Parcels Quincy Lighting District Sectional Grid (MDB&M) Sphere of Influence PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance QLD is governed by a governing body consisting of the five Supervisors of the Plumas County Board of Supervisors. Board members are elected by supervisorial districts and serve staggered four-year terms. Current governing board members are Terry Swofford, Kevin Goss, Sherrie Thrall, Lori Simpson, and Jon Kennedy.114 The Governing Board meets on the first three Tuesday mornings of every month in the Courthouse Board of Supervisors’ Chambers. The Governing Board meeting agendas are a part of the Board of Supervisors’ agendas and are posted on the Plumas County website. Governing Board meeting minutes are also available on the Plumas County website. The regular meetings of the Board are live streamed over the internet. Board meeting minutes are archived on the Plumas County website. Figure 15-2: Quincy LD Governing Body Quincy Lighting District Governing Body Name Position Term Ends Terry Swofford District 1 2016 Members Kevin Goss District 2 2016 Sherrie Thrall District 3 2018 Lori Simpson District 4 2016 Jon Kennedy District 5 2014 Manner of Selection Election Length of Term 4 years First three Tuesdays of every Supervisors Board Room, Meetings month County Court House in Quincy Agenda Distribution Posted on County’s website Minutes Distribution Posted on County’s website Contact Contact Robert Perreault, Manager (County Engineer) Mailing Address 555 Main Street, Quincy, CA 95971 Phone 530-283-6268 Fax Email/Website bobperreault@countyofplumas.com Plumas County makes available its budget, general plan, emergency operations plan and other documents on its website. No information about QLD is presently available on the County website but the Engineering Department staff has initiated construction of a webpage for QLD. QLD does not make additional outreach efforts to the public regarding street lighting services, besides publishing the legally required agendas and minutes. 114 Jeffery Engel is District 5 County Supervisor Elect and will begin his term January 2015. QLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 189 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Complaints pertaining to a lighting outage or bulb replacement are directly submitted to the Pacific Gas & Electric Company (PG&E), which maintains the street lights and provides electricity for operation of the lights. Occasionally, the Sheriff or the California Highway Patrol (CHP) officers report lighting malfunctions to PG&E, which handles the repairs or replaces the lights, once notified. All other complaints are to be directed to the County Engineer. The District received no complaints in 2012. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the independent special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. However, because the District’s governing consists of the Board of Supervisors, the County Clerk of the Board acts as the filing officer and maintains copies of each Supervisor’s Form 700 submittals. Each of the board members have filed the required Form 700s for 2013. Engineering Department staff is responsible for maintaining Form 700 submittals for others. Quincy LD demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo. The District responded to the questionnaires and cooperated with the document requests. Planning and Management Practices The Plumas County Engineer manages the District, utilizing staff of the Engineering Department. The County Engineer who acts as the general manager of the District is supported by two other county staff who prepare engineering reports and pay bills. About one to one and a half hours a month are spent regularly on district management. Additional staff time is dedicated as needed. QLD contracts with PG&E for light system maintenance, but the District has no record of the original agreement. County employees are evaluated at a minimum of once a year. County employees track hours worked for QLD in a timesheet. The District reports that it does not perform formal evaluations of overall district performance or the contract service provider (PG&E), such as benchmarking or annual reports. Incidents are reportedly addressed as they arise. The District’s financial planning efforts include an annually adopted budget. The District’s financial statements are completed by the County and are not audited individually, but are combined with all other county finances in the County’s annual audit report. Capital improvements are budgeted in the annual budgets when necessary. The District does not adopt any other planning documents. Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the County Auditor. These budgets are to be filed and made available on request by the public at the county auditor’s office. Additionally, all special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or five-year schedule.115 Because QLD is included as part of the 115 Government Code §26909. QLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 190 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW County’s annual audit process, it is not required to submit a separate audit to the County Auditor. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District complied with this requirement for FY 12-13.116 Existing Demand and Growth Projections Land uses within the District are primarily suburban residential, commercial, agricultural, and industrial, with some surrounding rural environment zones. The area within the District’s boundaries is approximately 3.2 square miles. Population Based on GIS analysis of 2010 Census data, there are 4,300 permanent residents within the District. Existing Demand The District reported that the number of streetlights in Quincy had remained static and there were no new developments requiring additional lights. Projected Growth and Development The State Department of Finance (DOF) projects that the population of Plumas County will grow by five percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.5 percent. Based on these projections, the District’s population would increase from 4,300 in 2010 to approximately 4,515 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. There are no significant planned or proposed developments within QLD’s boundaries that will impact service demand. Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. In regards to governance structure alternatives, the District reported that a possibility of a countywide street lighting district is being considered. The formation of a countywide district would expand the base and give the County more control over new developments and opportunities for enhanced overall planning. The idea was discussed at several County Supervisor meetings. Depending on the structure of the proposed new district, if pursued by the County, formation would require a resolution of intent to form the district by the Board of Supervisors and application to LAFCo. The formation will also require an 116 State Controller’s Office website. http://sco.ca.gov/mobile/News/NewsDetail.aspx?id=67 QLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 191 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW engineer’s report and voter approval on any proposed additional special tax to fund the new district.117 Financing It appears that QLD’S existing financing levels from property taxes do not cover all costs associated with the street lighting services. QLD has reportedly not received additional revenue to cover increased costs associated with the annexation of the East Quincy territory. A condition of the transfer of the East Quincy territory to QLD was a one-time payment of $5,790 and an exchange of tax increment of 0.3 percent or .003 of the property taxes for TRAs 053-010, 053-078, and 053-105. The Plumas County Road Department has for a number of years (contingent on funding availability) agreed to pay 25 percent of the street lighting cost to any Plumas County district providing lighting services and making the request for funding. The amount has been paid entirely through the Road Funds. In the County’s FY 11-12 financial audit, the auditor identified two weaknesses to internal control, one of which was determined to be a material weakness and the other a significant deficiency. The material weakness occurred when the County recorded a prior period adjustment in the Solid Waste Planning and Operations fund to correct capital assets that had not been capitalized in prior years. The significant deficiency occurred when three buses were disposed of in a prior year without proper authorization and removal from the depreciation schedule. Neither of these deficiencies impact the operations of QLD. Total revenue for FY 13-14 was $31,673, which was comprised almost entirely of ad valorem property taxes with a minor amount from interest and other restitutions. Total expenditures for FY 13-14 amounted to $48,013, of which utilities constituted 96 percent, and overhead, administration fees, and special expenses constituted the remainder. The monthly charges paid to PG&E for utilities have remained constant. Expenditures exceeded revenues by $16,340 in FY 13-14. No funds have been budgeted for capital improvements in FY 14-15. The District did not have any long-term debt at the end of FY 13-14. QLD does not have a policy to maintain a certain level of financial reserves. QLD’s rollover balance at the end of FY 13-14 amounted to $21,305. The District’s reserve level has been declining over the last few fiscal years. The District does not participate in any joint power authorities (JPA’s) but does participate in a joint financing mechanism through funding from the County Road Funds. 117 In November 1996, California voters passed Proposition 218, the “Right to Vote on Taxes Act”. This constitutional amendment protects taxpayers by limiting the methods by which local governments can create or increase taxes, fees and charges without taxpayer consent. Proposition 218 requires voter approval prior to imposition or increase of general taxes, assessments, and certain user fees. QLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 192 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW LLIGHTINNG SERVVICES Servicce Overvview QLD provides ligghting serviices and conntracts withh the Pacificc Gas and Ellectric Commpany (PG&E) ffor the instaallation of nnew lights, mmaintenancee and electrricity servicee. Staffing The PPlumas Couunty Engineeering Depaartment deddicates threee staff memmbers to disstrict managemment. The CCounty Enggineer acts as a generral managerr and is supported byy two county ppersonnel oon as-needeed basis. Ass previouslyy mentioneed, PG&E provides lighhting system mmaintenance under conntract. Plummas County AAuditor’s Office providdes paymentt and audit serrvices. Facilities andd Capacity The District’s innfrastructurre consists of an unknnown numbber of lightss located wwithin QLD bouundaries. Infrasstructurre Needs At prresent, the DDistrict repoorted that there were nno infrastruucture needs or deficienncies with reggard to the liighting systtem. Challeenges The main challenge faced by the Diistrict is thhe insufficieent fundingg and increeased expendittures, particcularly afterr the annexaation of the East Quincyy territory. Servicce Adequacy This section revviews indicators of serrvice adequuacy, includding numbeer of compllaints and repoorted challenges. The DDistrict repported that tthere were no complaiints in 20133. Other challenges incclude limited ffinancing annd increasedd expendituures. QLD finnancing chaallenges muust be addreessed through a new finanncing sourcee or governance structuure reorgannization. QLD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 193 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW QUINCCY LIGHTING DIISTRICTT DETERRMINATIIONS Growtth and PPopulatiion Projjectionss  AAs of 2010, tthe populatiion within QQuincy Lightting Districtt (QLD) wass 4,300.  TThe number of streetligghts in QLD has remainned static foor the last seeveral yearss and thhere are no proposed ddevelopmennts requiringg additionall lights.  TThe Districtt does not anticipate growth in populationn and simiilarly in service demand in thhe next seveeral years. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determiined. Speccific disaddvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  QQLD has insuufficient capacity to prrovide adeqquate streett lighting seervices. Exiisting fiinancing levvels from prroperty taxees do not coover all costts associatedd with the sstreet lighting servvices. Futuree capacity exxpansion wwould requirre increasedd funding.  DDistrict stafff did not iddentify any particular infrastructuure needs iin regard too the lighting systeem. Financial Abiility of Agenciees to Proovide Seervices  TThe District reported thhat the current financcing level wwas not adeqquate to deeliver seervices.  QQLD does noot have anyy long-termm debt or mmaintain a pparticular leevel of finaancial reeserves.  TThe District has experieenced a decllining fund balance in rrecent yearrs. The Distrrict is inn need of a ssustainable and adequaate funding source. Statuss of, andd Opporrtunities for, Shhared Faacilitiess  TThe District does not prresently share facilities.  AAn opportunnity for futture facilityy sharing mmay be coonsolidationn of all lighhting seervices in the Countty under aa single coountywide lighting district. Suuch a coonsolidationn may alloww for more eefficient shaaring of Couunty resourcces. QLD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 194 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  QLD demonstrated accountability in its disclosure of information and cooperation with Plumas LAFCo.  QLD has initiated a web presence. QLD does not conduct any constituent outreach in addition to the required agendas and minutes.  Governance structure options with regard to lighting services include the possibility of formation of a countywide lighting district. QLD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 195 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 1 6 . QUUINCCY-LAA P O RRT E CCE M EET E RRY D ISST R ICCT Quincy-La Portee Porte Cemmetery Distrrict (QLPCDD) provides cemetery rrelated servvices, including intermennt of casketts and cremmated remaains, funeraal services associated with loweringg of remains and settting of tombstones, provision of crematiion niches, and maintenance of ggrounds, too the residdents of QQuincy, La Porte, annd surrounnding communnities. This is the first MMunicipal Seervice Revieew (MSR) foor this Distrrict. AGENCYY OVERVVIEW Backgground Quincy Cemeterry District wwas formed pprior to thee creation off LAFCo, andd records on the official ddate of formmation are liimited. Thee District reeported thaat records show the disstrict cemeteries were opperational ass far back as 1854, whiile Board off Equalizatioon records sshow Septembber 6, 1921 as an effecctive date off formationn for the Quuincy Cemettery Districtt. La Porte Ceemetery Disstrict was fformed as aan independdent speciaal district onn Novembeer 10, 1977.118 It was connsolidated with Quinccy Cemeteryy District oon Februaryy 18, 19944119 to create thhe existing QQuincy-La PPorte Cemettery Districtt. The pprincipal acct that goveerns the Disstrict is thee Public Cemmetery Disttrict Law.120 The principaal act authoorizes the ddistrict to own, operatte, improve,, and mainttain cemeteeries, provide interment services within its booundaries, aand to sell interment accessoriess and replacemment objectss (e.g., buriaal vaults, linners, and floower vases). Although the districtt may require and regulaate monuments or maarkers, it iss precludedd from sellling them. The principaal act requirres the distrrict to maintain cemeteeries ownedd by the disstrict.121 Thee law allows the district to inter noon-residentss under cerrtain circummstances.122 Districts must apply annd obtain LLAFCo apprroval to exxercise latennt powers or, in otheer words, tthose services authorizedd by the prrincipal act but not prrovided by the districct at the ennd of 2000.123 QLPCCD is locateed in the southwesternn corner of Plumas Couunty, and encompasses the unincorpporated towwns of Quinccy and La Poorte and thee surrounding communnities. 118 LAFCo RResolution No. 777-06. 119 LAFCo RResolution No. 994-3. 120 Californiia Health and Saafety Code §90000-9093. 121 Californiia Health and Saafety Code §90440. 122 Non-ressidents eligible for interment are described in California HHealth and Safeety Code §90611, and include fformer residents, ccurrent and forrmer taxpayerss, family membbers of residentts and former residents, famiily members off those already burried in the cemmetery, those wiithout other cemetery alternaatives within 155 miles of theirr residence, andd those who died wwhile serving in the military. 123 Governmment Code §568824.10. QLPCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 196 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Boundaries QLPCD’s boundary is located entirely within Plumas County. The boundary area includes the communities of Quincy, La Porte, East Quincy, Keddie, Massack, and Little Grass Valley. The District borders Meadow Valley Cemetery District in the west, Taylorsville CD in the northeast, and Mohawk CD in the southeast. QLPCD borders the counties of Butte, Yuba, and Sierra in the west, southwest, and south, respectively. The District’s boundaries encompass approximately 378 square miles. Since consolidation there have been no annexations or detachments to QLPCD. Sphere of Influence Based on LAFCo records, it appears that no Sphere of Influence (SOI) was ever adopted for the consolidated cemetery district. LAFCo will adopt an SOI for the District upon completion of this MSR. Extra-territorial Services The District will service any non-resident of the District. The District charges an additional $600 for non-residents of the District. Residency within the District is determined as reported by the potential customer. Additionally, QLPCD provides contract burial services to Meadow Valley Cemetery District, which is located outside of its bounds. Areas of Interest QLPCD mentioned that there is a county-owned and operated cemetery (Potters Field Cemetery) in Quincy where there may be potential for resource sharing among the District and the County. QLPCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 197 1 6 5 4 3 2 1 6 7 5 8 4 9 1 3 0 1 2 1 1 1 2 6 7 5 8 kj 9 4¬« 89 1 3 0 1 2 1 1 1 2 6 7 5 8 4 9 1 3 0 1 2 1 1 12 7 8 9 10 11 12 6 7 kj2 1 1 4 3 2 B 1 1 7 8 e 9 lden 1 2 8 7 0 1 2 9 6 1 1 1 2 0 5 2 1 1 2 1 4 3 1 2 1 2 4 3 1 1 3 8 9 0 1 2 2 7 0 9 ·|þ} 7 1 0 2 2 6 8 1 Tw 1 2 2 a 5 2 7 kj in 1 2 2 4 3 6 1 2 2 3 4 5 1 1 3 8 9 0 P 1 2 a 2 7 0 9 xton 2 2 1 8 16 kj 1 2 2 5 2 7 Ke 1 2 2 4 3 d 6 die 1 2 3 5 24 1 1 3 8 9 0 1 2 2 7 0 9 1 2 2 6 1 8 1 2 2 5 2 7 1 2 2 4 3 6 1 2 2 3 4 5 1 1 3 8 9 0 1 2 2 7 0 9 1 2 2 6 1 8 1 2 2 5 2 7 1 2 2 4 3 6 1 2 2 3 4 5 1 3 1 8 0 9 30 29 28 27 26 25 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 3631 32 33 34 35 36 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 1 1 2 6 7 5 8 4 9 1 3 0 1 2 1 1 1 2 1 7 8 1 8 7 1 9 6 1 1 0 5 kj 1 1 1 4 1 B 1 2 3 ucks L 1 7 a 8 ke Roa 1 8 7 d 1 9 6 1 1 0 5 kj 1 1 1 4 1 1 2 3 1 7 8 kj 8 Cha 1 n 7 dler R 1 o 6 ad 9 1 1 0 5 1 1 1 4 1 1 2 3 1 7 8 1 8 7 1 9 6 1 1 0 5 1 1 1 4 1 1 2 3 1 7 8 3 2 2 1 6 5 4 3 1 3 1 3 8 0 9 1 1 2 2 3 7 0 9 2 1 2 2 3 6 8 1 3 1 2 2 3 5 2 7 4 1 2 2 3 kj 4 3 6 5 36 1 2 2 1 3 4 5 Bucks 3 1 L 0 3 6 a 9 k 1 e Road 2 3 5 0 2 29 2 2 3 4 1 8 3 2 2 3 3 2 7 4 2 2 3 2 3 6 5 Mea 2 2 d 3 1 4 5 6 ow V 1 3 3 6 9 0 a 1 lley 2 2 3 5 0 9 2 2 2 3 1 4 8 3 Qu 2 2 i 3 3 n 2 7 4 cy 2 3 2 2 6 5 3 2 2 3 1 4 5 6 1 3 3 9 6 0 1 Eas 3 2 2 5 2 9 0 t Qui 3 2 2 n 4 3 1 8 cy 2 3 2 3 7 4 2 2 2 3 2 3 6 5 25 2 3 1 4 6 ·|þ} 70 1 3 3 6 9 kj 0 1 Sp 2 2 3 5 0 r 9 2 ing kj 3 G 2 2 3 4 1 8 ar G de r 2 2 3 e n 3 2 7 4 enho 2 2 3 2 3 6 r 5 n 2 2 3 1 4 5 6 1 3 3 6 9 0 1 1 2 1 1 2 4 3 1 1 6 7 9 8 2 1 5 8 0 7 2 1 4 9 1 6 2 1 1 3 2 0 5 2 2 1 1 3 1 4 Buc 1 2 1 2 4 3 ks L 1 1 3 a 7 9 8 0 ke 1 2 2 8 7 0 9 1 2 2 9 6 1 8 1 1 2 2 0 5 2 7 1 1 2 2 1 4 3 6 1 1 2 2 2 3 4 5 1 1 3 7 8 9 0 1 2 2 8 7 0 9 2 1 2 9 1 6 8 1 1 2 2 0 5 2 7 1 1 2 2 1 4 3 6 1 1 2 2 2 3 4 5 3 1 1 7 0 8 9 Q 2 uin 0 c 1 y 8 7 L 2 aP 9 orte 1 R 6 oad 2 2 9 1 8 1 1 2 2 0 5 2 7 1 1 2 2 1 4 3 6 1 1 2 2 2 3 4 5 1 1 3 7 8 9 0 1 2 2 8 7 0 9 1 2 2 9 6 1 8 15 1 2 2 C 0 2 7 rom 1 1 2 2 b 1 4 3 6 erg 1 1 2 2 2 3kj 4 5 1 1 3 7 8 9 0 25 30 29 28 27 26 25 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 36 31 32 33 34 35 36 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 5 4 3 2 1 6 1 1 1 2 3 1 7 6 8 1 5 8 7 1 4 9 6 1 1 3 0 5 1 1 2 1 4 1 1 1 2 3 1 1 7 8 9 1 2 8 7 0 1 2 9 6 1 1 1 2 0 5 2 1 1 2 1 4 3 1 1 2 2 3 4 1 1 7 8 9 1 2 8 7 0 1 2 9 6 1 1 1 2 0 5 2 1 1 2 1 4 3 1 1 2 2 3 4 1 1 7 8 9 1 2 8 7 0 1 9 6 1 1 2 0 5 2 1 1 2 1 4 3 1 1 2 2 3 4 1 1 7 8 9 1 2 8 7 0 2 1 1 9 6 Sloat M 1 c R 5 ay 1 R 0 oa 2 J d 2 ohn 1 1 2 1 4 3 svill kj e 1 1 2 2 3 4 1 1 7 8 9 24 19 20 21 22 23 24 30 29 28 27 26 25 30 29 28 27 26 25 27 26 25 30 29 28 27 26 25 30 30 29 28 27 26 25 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 31 32 8 5 33 4 9 3 1 4 3 0 3 1 5 2 1 1 3 1 2 6 0 0 6 7 5 8 4 9 1 3 0 1 2 1 L 1 i 1 2 ttle G 6 7 rass V 5 8 all 9 e Q kj u y inc 4 y La 3 Po 1 rt 0 e Road 1 2 1 6 5 4 3 0 1 2 1 1 1 2 0 0 6 7 16 15 14 13 18 17 16 15 14 13 18 La 1 P 7 or kj te 16 15 14 13 18 22 23 24 19 20 21 22 23 24 19 20 21 22 23 26 25 30 29 28 27 26 25 30 29 28 27 36 31 32 33 34 35 36 31 32 1 6 5 4 3 2 1 9 10 11 16 15 Legend Quincy LaPorte Cemetery District Parcels Resolution: 94-3 Formed: February 18, 1994 Sectional Grid (MDB&M) ² Major Roads Quincy LaPorte Cemetery District (SOI) Stream / River Resolution: No SOI Waterbodies Adopted: 0 1.5 3 6Miles Source: Plumas LAFCo Map Created 6/19/2014 htroN 32 pihsnwoT Quincy LaPorte Cemetery District Range 9 East Range 10 East Quincy LaPorte Cemetery District Plumas County Location Map (Not to Scale) htroN 52 pihsnwoT htroN 42 pihsnwoT htroN 22 pihsnwoT htroN 12 pihsnwoT htroN 02 pihsnwoT Range 7 East Range 8 East Range 11 East Quincy LaPorte Cemetery District Highways kj Communities PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance Quincy-La Porte Cemetery District is governed by a three-member board of directors who are appointed by the County Board of Supervisors to four-year terms. The president and vice president are appointed by the Board. There are presently no vacancies on the Board. Current board member names, positions, and term expiration dates are shown in Figure 16-2. Meetings are held at a minimum of once a year on no regular day or time. The District’s enabling act (Health and Safety Code §9029) requires that the Board of a cemetery district meet at least once every three months. QLPCD is currently not meeting the minimum number of legally required meetings. The District reported that it plans to begin holding the required four meetings a year in the summer of 2015. Meetings are held at the office of one of the Director. Board meeting agendas are posted in the local newspaper—the Feather River Bulletin, under the notices section. Minutes are available by request to the District’s chair or general manager. Figure 16-2: Quincy-La Porte Cemetery District Governing Body Quincy-La Porte Cemetery District Governing Body Name Position Term Ends Carla Grey Chair 2017 Members Steve King Director 2015 Michelle Low Secretary 2015 Manner of Selection Appointment Length of Term 4 years Minimum once a year at no Meetings 47 Bradley Street, Quincy CA 95971 regular day or time. Agenda Distribution Posted on Feather River Bulletin Minutes Distribution Available upon request. Contact Contact Doug Jenkins, General Manager Mailing Address PO Box 3933, Quincy CA 95971 Phone 530-283-2616 Fax N/A Email/Website qlpcem@gmail.com Besides the required agendas and minutes, the District conducts public outreach activities by advertising in the Yellow Pages. QLPCD does not maintain a website where information is made available to the public. If a customer is dissatisfied with the District’s services, complaints may be submitted to the general manager in person, in writing or via phone call. The District’s general manager is responsible for receiving all complaints and notifying the Board of Directors, which QLPCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 199 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW handles all complaints to resolution. The District reported that it did not receive any complaints in 2013. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the filing officer for the special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. It is unclear whether these forms have been filed for each of the district board members for 2013. Quincy-La Porte Cemetery District demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo. The District took part in an interview, responded to the questionnaires, and cooperated with the document requests. Planning and Management Practices The District employs one full-time general manager. QLPCD also relies on seasonal staff and hires two part-time summer employees who work approximately 40 hours per week. Occasionally, the District also relies on volunteers on probation or those required to do community service. The general manager reports to the Board of Directors and is evaluated by the Board on a yearly basis. QLPCD does not conduct regular staff evaluations of seasonal staff. Individual staff workload is tracked with time cards, and overall district workload, such as equipment and ground maintenance, is tracked through logs. The District reported that it often holds safety meetings with seasonal staff and long-term employees. Daily meetings are also held to discuss the plans for the day. The operations and productivity of the District are evaluated in informal annual reports to the Board. QLPCD reported that summaries of burials, revenues, and expenditures, as well as district policies are reviewed during the same time. The District uses different criteria to determine its performance, including the maintenance of the lawn and the completion of other maintenance programs. The District does not establish long-term goals in formal plans. QLPCD reported that long-term goals mostly include long-term capital plans and are discussed at board meetings. The District’s finances, including its endowment care fund, are managed and tracked through the County. QLPCD conducts biennial audits. The District reported that the last audit was submitted in 2011, but the one for 2013 had not yet been conducted because it is too costly and the District does not have the necessary funds. The District adopts budgets annually. QLPCD has not compiled any other planning documents such as a master plan. Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the County Auditor. These budgets are to be filed and made available on request by the public at the County Auditor’s office. All special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or QLPCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 200 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW five-year schedule.124 In the case of QLPCD, the Board of Supervisors approved a biennial auditing schedule. The District should ensure it is in compliance with auditing requirements and submitting budgets annually to the County as legally required. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. The District has complied with this requirement. To improve its operational efficiency, the District reported it has aquired and installed a liftgate on the pickup truck to reduce manual labor. Existing Demand and Growth Projections A majority of the District is U.S. Forest Service land and the majority of the private land is agriculture, which limits opportunities for residential and commercial development. Rural residential and suburban developments are focused around Keddie, Massack, and Little Grass Valley. Quincy and East Quincy have residential, commercial and industrial zones, with some surrounding rural environment zones. The areas around La Porte are primarily suburban residential. Population There are approximately 5,585 residents within the District, based on GIS analysis of 2010 Census data. Existing Demand The District reported that demand for services had been mostly the same in the last few years. QLPCD reported that there is generally greater demand for the more picturesque cemeteries. There is also a current trend away from full-body burials to cremation burials. The District handled approximately 22 cremations and burials in 2013. Projected Growth and Development QLPCD does not conduct formal demand forecasting, trends and anticipations. At present, the District anticipates no significant change in demand in the short term. The State Department of Finance (DOF) projects that the population of Plumas County will grow by five percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.5 percent. Based on these projections, the District’s population would increase from 5,585 in 2010 to approximately 5,864 in 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. The District is not aware of any significant planned or proposed residential or commercial developments within its bounds. 124 Government Code §26909. QLPCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 201 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Growth Strategies The District is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. Financing QLPCD reported that its financing level was not adequate to provide necessary services. The District has experienced a decline in property tax revenue during the recent economic recession and for that reason many services are not properly funded. With regard to internal controls over finances, QLPCD’s most recent audit for FY 10-11 states that there are several deficiencies in internal control over financial reporting and questioned costs considered to be material weaknesses in internal control over financial reporting. Given the small nature of the District, it is essential that controls be in place to ensure proper use of public funds. In FY 13-14, the District had total revenues of $148,394. Primary revenue sources include property taxes (79 percent) and sales of plots and other fees (18 percent); timber yield taxes, interest, reimbursements and donation revenue sources made up less than three percent of all income. The District’s fees were last updated in 2011. QLPCD reported that the Board wants to maintain low fees. In addition to the regular fees, the District currently charges endowment fees. By charging $14.25 per plot square foot, the District meets the legally required minimum endowment fee of $4.50 per plot square foot for all plot types.125 The principal act requires the District to charge non-resident fees that are at least 15 percent higher than fees charged to residents and property owners.126 The District’s fee schedule includes additional fees for non-residents as required. In FY 13-14, the District had a total of $ 157,088 in expenditures, which included salaries and benefits (80 percent), maintenance (eight percent), insurance (four percent), professional services (two percent), tax administration fees (two percent), utilities (two percent), communications (one percent), travel (one percent), and miscellaneous expenses (one percent). The District uses a pay-as-you-go approach from regular revenue sources for any necessary capital improvements. The District may also make use of interest from the endowment fund for capital improvements related to regular maintenance. QLPCD did not have any long-term debt at the end of FY 13-14. The District does not have a formal policy of maintaining a reserve fund balance for contingencies. At the end of FY 13-14, QLPCD had a cash balance of $59,450. 125 Health and Safety Code §8738. 126 Health and Safety Code §9068. QLPCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 202 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Cemetery districts are required to establish an endowment care fund and may only use the interest of the fund to finance the care of the facilities.127 QLPCD maintains an endowment care fund as required. At the end of FY 14, the fund had a balance of $81,277. QLPCD participates in California Public Employees' Retirement System (CalPERS) on behalf of its employees. 127 Health and Safety Code §9065. QLPCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 203 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW CCEMETERY SERVVICES Servicce Overvview QLPCCD providees cemeterry related services, iincluding interment of caskets and cremated remains, funeral services assoociated withh lowering of remainss and settinng of tombstones, provisiion of cremaation nichess, and mainttenance of ggrounds. Staffing Reguular maintennance and aadministrattion activitiees are comppleted by aa single full--time general manager. Should thhe need arrise for addditional maaintenance activities, then seasonall part-time aassistants aare hired. Facilities andd Capacity The District offfers servicees at threee cemetery facilities wwithin its bbounds—Quuincy Cemeterry, La Porte Cemetery, aand East Quuincy Cemettery. Quincy Cemeterry consists oof seven acrres and is coonsidered bby the District to be in good condition. The Distrrict estimattes that it wwill be filled to capacityy in approxiimately threee or five yearrs. La Poorte Cemeteery is two accres and is rreportedly iin good conndition, although there is no grass and is maintaiined once a year. East Quincy Cemmetery is thhree acres aand is in goood condition. QLPCD eestimates thhat it will havee sufficient long-term ccapacity forr approximaately 100 yeears. The ceemetery liess on a rocky beed, which makes it challenging to ddig graves. The District owwns some ppieces of eqquipment inncluding onne backhoe and one ddump truck. Infrasstructurre Needs Therre is one pootential impprovement project to the Quincyy Cemetery. QLPCD owwns a parcel oof land thaat once opeened and ddeveloped, it will addd 128 vauults and ann urn mausoleeum to the existing Quuincy Cemettery. The District repoorted that ppresently it does not havee the necessary funds too start the pproject, which will costt approximaately $185,0000. The iinability to receive graants for cappital improvvement planns has geneerally preveented QLPCD in upgradingg or building new faciliities. Challeenges The DDistrict idenntified finanncial challennges to provide adequuate service levels. Anoother challengge is the sizee of the Disttrict and thhe significannt distance tto provide sservice betwween the Quinncy and La PPorte cemeteries. QLPCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 204 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Service Adequacy The following are indicators of service adequacy for cemetery districts, as defined by law or best practices. In some areas Quincy-La Porte Cemetery District meets service standards for adequate services, while other aspects could be improved upon as shown below.  Districts that provide maintenance services on a year-round basis tend to be those with larger populations and property tax bases. Those that provide minimal maintenance tend to be those with smaller populations and less property tax. Quincy-La Porte Cemetery District provides maintenance services on a year-round basis.  Health and Safety Code §9068 requires cemetery districts to have non-resident fees. Quincy-La Porte Cemetery District charges and additional fee for non-residents as required.  Health and Safety Code §9065 requires cemetery districts to have an endowment fee. Quincy-La Porte Cemetery District charges an endowment fee that varies by plot type and maintains an endowment care fund.  According to Health and Safety Code §8738, a minimum endowment care fee must be $4.50 per plot square foot. Quincy-La Porte Cemetery District meets this requirement.  Cemetery districts can legally provide services to non-residents if the deceased satisfies the eligibility requirements of a non-district resident per Health and Safety Code §9061, and the non-resident fee is paid. The principal act limits interments at cemetery districts to residents, former residents who purchased plots when they were residents, property taxpayers in district bounds, former property taxpayers who purchased plots, eligible non-residents, and the family members of any of the above. By allowing anybody to purchase a plot in one of its cemeteries, QLPCD is non-compliant with legal constraints on the burial of non-residents.  In order to adequately plan for existing and future demand and capacity needs, cemeteries track the number of interments annually. QLPCD tracks the number of annual burials in an informal report, and assesses remaining capacity at its facilities. QLPCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 205 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW QUINNCY-LA PPORTE CCEMETEERY DISTRICT DDETERMMINATIONS Growtth and PPopulatiion Projjectionss  TThere are appproximatelly 5,585 ressidents withhin Quincy--La Porte Ceemetery Disstrict (QQLPCD).  OOver the paast decade the District has not eexperiencedd a significcant increasse in population.  NNo or slow ggrowth is exxpected witthin the Disstrict until tthe econommy improvess and proposed developmentss are constrructed. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  QQuincy Cemeetery has thhe capacity to handle bburials for aapproximattely three too five years before expansion is necessarry. East Quiincy Cemeteery has suffficient long--term caapacity for approximately 100 yeears. It is unnknown whhen La Portte Cemeteryy will likely be filleed to capacitty.  TThere is a cuurrent trendd away fromm full-body bburials to crremations.  AAt present, tthe District reported thhat there arre not signiificant infraastructure nneeds or deficiencies with regaard to the thhree cemeteeries.  TThe Districtt could improve uponn service aadequacy bby operatinng within legal reequirementts for cemettery districtts. By allowwing anyboddy to purchaase a plot inn one of its cemeteeries, the District is nonn-compliantt with legal constraintss on the burrial of non-residentts. Financial Abiility of Agenciees to Proovide Seervices  TThe Districtt reports thhat currentt financingg levels aree not adeqquate to deeliver seervices. Thee District haas experiennced a declinne in propeerty tax revvenue during the reecent econoomic recession and foor that reaason many services arre not propperly fuunded. QLPCD cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 206 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Status of, and Opportunities for, Shared Facilities  The District does not presently practice facility sharing with other agencies; however, the District owns some pieces of equipment that some agencies have asked to make use of and QLPCD provides contract services to Meadow Valley CD.  Sharing resources with other cemetery districts may provide an opportunity for improved efficiency and decreased costs. Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  The District demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo.  Health and Safety Code §9029 requires that the Board of a cemetery district meet at least once every three months. QLPCD is currently not meeting the minimum number of legally required meetings.  The District does not conduct outreach efforts except for advertising in the Yellow Pages. It is recommended that all agencies maintain websites where public documents are made available in order to ensure transparency.  Governmental structure options identified over the course of this review include consolidation with Meadow Valley Cemetery District. Quincy-La Porte Cemetery District already provides contract services to Meadow Valley CD, hence a consolidation could further promote economic savings while ensuring continuous operations. Quincy-La Porte Cemetery District also identified a consolidation with Meadow Valley CD as a feasible governmental structure option. The District reported to be open to consolidations, as long as revenues are stable and sufficient to fund the services. QLPCD cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 207 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW 17 . CCO UNNT Y SSE RVV I C E A R EAA 1 1 Counnty Service Area (CSA) 11 providees financingg for ambulance services provideed by Plumas HHealthcare District. Thiis is the first Municipall Service Revview for thee District. AGENCYY OVERVVIEW Backgground CSA 11 was formmed Septemmber 5, 19775 as a depeendent speccial district of the Counnty.128 The Disttrict was foormed to pprovide a ffinancing mmechanism to supplemment ambullance services offered by Plumas Heaalthcare District (PHD). The pprincipal acct that goveerns CSA 111 is the Couunty Servicee Area law.129 The prinncipal act authhorizes couunty servicee areas to provide a wide variety of munnicipal servvices, including street maaintenance, ffire protecttion, extendded police protection, wwater and sewer services.130 A CSA mmay only prrovide those services aauthorized in its formation resoluution unless thhe Board of Supervisoors adopts aa resolutionn authorizinng additionnal services. All districts must applly and obtaain LAFCo aapproval too exercise llatent powers or, in oother words, those services authorized by the principal actt but not proovided by thhe district aat the end of 20000.131 Boundarries CSA 111’s boundaaries encommpass the saame area as PHD. The DDistrict is loocated in ceentral Plumas County andd includes the communities of Belden, Buucks Lake, MMeadow Vaalley, Twain, KKeddie, Quinncy, East Quuincy, Greennhorn, Sprinng Garden, aand Crombeerg. Sincee formationn, one annexxation to thhe District has been pprocessed. The annexaation took place in 1976 and was naamed Annexxation 1. Thhe area wass annexed iin order to keep the CSA’s boundariees coterminous with thhat of PHD. TThe territorry annexed is unknownn.132 Sphere oof Influence A sphhere of influuence for CSSA 11 was aadopted in 11976.133 Thee adopted SOOI appears to be coterminnous with thhe CSA’s bouundaries. Extra-territorial Seervices The ambulance serving thhe area does respondd outside oof the CSA’ss bounds wwhen necessarry. 128 LAFCo RResolution 75-08. 129 Californiia Government Code §25210 eet seq 130 Californiia Government Code §25213. 131 Governmment Code §568824.10. 132 Plumas LLAFCo Resolution 76-12. 133 LAFCo RResolution 76-47. CSA 11 cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 208 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Areas of Interest The District did not identify any areas of interest. 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7 8 9 10 11 12 7 8 9 10 11 12 7 8 10 11 12 7 8 9 10 11 12 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 13 18 17 16 15 14 ^` 13 18 17 14 13 18 17 16 15 14 13 19 20 21 22 23 24 19 20 21 22 23 24 19 20 22 23 24 19 20 21 Joh 22 nsv 2 il 3 le 24 19 20 24 19 20 21 22 23 24 30 29 28 27 26 25 30 29 28 27 26 25 27 26 25 30 29 28 27 26 25 30 29 30 29 28 27 26 25 Little Grass Valley 36 31 32 33 34 35 36 31 32 31 32 5 33 4 34 3 35 2 3 1 6 0 3 6 1 3 5 2 8 3 9 4 3 3 3 4 10 3 1 2 5 1 3 1 1 6 2 31 6 7 32 5 8 ^` 33 4 9 3 1 4 3 0 3 1 2 5 1 6 5 4 3 0 1 2 1 12 1 0 6 7 5 8 Legend County Service Area #11 Resolution: 77-2954 Highways Adopted: February 15, 1977 Major Roads ² County Service Area #11 Stream / River Sphere of Influence Resolution: 0 1.5 3 6Miles Adopted: Source: Plumas LAFCo Map Created 6/19/2014 htroN 32 pihsnwoT County Service Area #11 Range 6 East Range 8 East County Service Area #11 Plumas County Location Map (Not to Scale) htroN 72 pihsnwoT htroN 52 pihsnwoT Waterbodies htroN 42 pihsnwoT Range 7 East Range 9 East Range 10 East Range 11 East htroN 62 pihsnwoT htroN 32 pihsnwoT Parcels Ambulance Service Area (CSA #11) Sectional Grid Ambulance Service Area (CSA #11) (MDB&M) Sphere of Influence ^` Communities PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Accountability and Governance As a dependent special district of the County, CSA 11 is governed by the five Supervisors of the Plumas County Board of Supervisors. Board members are elected by supervisorial districts and serve staggered four-year terms. Current governing board members are Terry Swofford, Kevin Goss, Sherrie Thrall, Lori Simpson, and Jon Kennedy. The Governing Board meets on the first three Tuesday mornings of every month in the Courthouse Board of Supervisors’ Chambers. The Governing Board meeting agendas are a part of the Board of Supervisors’ agendas and are posted on the Plumas County website. Governing Board meeting minutes are also available on the Plumas County website. Figure 17-2: CSA 11 Governing Body County Service Area 11 Governing Body Name Position Term Ends Terry Swofford District 1 2016 Members Kevin Goss District 2 2016 Sherrie Thrall District 3 2014 Lori Simpson District 4 2016 Jon Kennedy District 5 2014 Manner of Selection Election Length of Term 4 years First three Tuesdays of every Supervisors Board Room, Meetings month at 10 am County Court House Agenda Distribution Posted on County’s website Minutes Distribution Posted on County’s website Contact Contact County Auditor’s Office Mailing Address 520 Main Street, Room 205, Quincy, CA 95971 Phone (530)283-6246 Fax (530)283-6442 Email/Website http://www.countyofplumas.com/index.aspx?NID=76 Plumas County makes available its budget, general plan, emergency operations plan and other documents on its website. No information about CSA 11 is available on the County website. CSA 11 does not make additional outreach efforts to the public regarding ambulance services and the function of the District. Complaints about ambulance services are submitted to PHD, which operates the ambulance for the area. PHD received no complaints in 2013 regarding ambulance services. Government Code §87203 requires persons who hold office to disclose their investments, interests in real property and incomes by filing appropriate forms each year. Unlike other counties in the State, the Plumas County Clerk-Recorder does not act as the CSA 11 cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 211 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW filing officer for the independent special districts. Each district holds responsibility for collecting the Form 700s and maintaining copies in their records. However, because the District’s governing body consists of the Board of Supervisors, the County Clerk of the Board acts as the filing officer and maintains copies of each Supervisor’s Form 700 submittals. Each of the board members has filed the required Form 700s for 2013. CSA 11 demonstrated accountability and transparency in its disclosure of information and cooperation with Plumas LAFCo. Due to the nature of the District as purely a financing mechanism, it is unclear where responsibility for the District lies. In conjunction, the County Auditor’s Office and PHD were able to provide the requested information regarding the District’s operations. Planning and Management Practices CSA 11 does not have its own staff. The County collects the property tax revenue associated with the CSA and transfers payment to PHD, which then makes use of the funds for its ambulance services. PHD directly employs paramedics that run the ambulance services offered. Both the County and PHD conduct annual employee evaluations of their respective agency staff. PHD conducts these evaluations as part of the Joint Commission requirement.134 Each director and department manager is responsible for evaluating their respective subordinates in each agency. County employees track time spent on various tasks, including time dedicated to managing the finances for CSA 11. PHD employee workload is tracked through an electronic time card system for bi-weekly payroll. PHD also tracks patient census monthly. PHD reviews financial statements for payroll variances. The County does not perform formal evaluations of overall CSA performance or the service provider (PHD), such as benchmarking or annual reports. PHD regularly evaluates its own performance through abbreviated annual reports to the community, monthly reviews for the Board and the community and budget process. The District also evaluates the success of meeting goals outlined in the strategic plan by applying certain measurements to various goals, strategies and tactics. The District’s performance is additionally evaluated by the Office of Statewide Health Planning and Development (OSHPD) through benchmarking with other providers and by the Local Emergency Medical Services Agency (LEMSA). The County’s financial planning efforts include an annually adopted budget, within which the CSA is included. The CSA’s financial statements are completed by the County and are not audited individually, but are combined with all other county finances in the County’s annual audit report. No other planning documents are adopted specific to the CSA. PHD’s financial planning efforts include an annually adopted budget and annually audited financial statements. CSA 11 is not identified by name in these financial reports. 134 PHD is accredited by the Joint Commission. CSA 11 cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 212 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Government Code §53901 states that within 60 days after the beginning of the fiscal year each local agency must submit its budget to the County Auditor. These budgets are to be filed and made available on request by the public at the county auditor’s office. Additionally, all special districts are required to submit annual audits to the County within 12 months of the completion of the fiscal year, unless the Board of Supervisors has approved a biennial or five-year schedule.135 Because CSA 11 is included as part of the County’s annual audit process, it is not required to submit a separate audit to the County Auditor. Special districts must submit a report to the State Controller of all financial transactions of the district during the preceding fiscal year within 90 days after the close of each fiscal year, in the form required by the State Controller, pursuant to Government Code §53891. If filed in electronic format, the report must be submitted within 110 days after the end of the fiscal year. CSA 11 complied with this requirement for FY 11-12.136 Existing Demand and Growth Projections Designated land uses within the CSA consist primarily of general forest, general agriculture, timberland production, and residential and commercial uses in Quincy and East Quincy areas.137 The total boundary area of CSA 11 is approximately 4,240 square miles. Population There are approximately 6,743 residents within the CSA, based on 2010 Census GIS estimates. The CSA’s population density is about 1.6 residents per square mile. Projected Growth and Development Although no formal population projections have been made by the CSA, PHD forecasts that there will be moderate growth in the next few years. PHD forecasts its future service needs by assessing the history of demand and analyzing provider-based and public surveys. Apart from population growth, demand for emergency services can be impacted by economic health of the time. At this time, there are not any planned or proposed developments within the CSA’s boundaries. It was reported that PHD had sufficient capacity to accommodate the current level of demand and anticipated future demand for emergency services; however, the CSA only funds a portion of these services. The State Department of Finance (DOF) projects that the population of Plumas County will grow by four percent in the next 10 years. Thus, the average annual population growth in the County is anticipated to be approximately 0.4 percent. Based on these projections, the District’s population would increase from 6,743 in 2010 to approximately 7,013 in 135 Government Code §26909. 136 State Controller’s Office website. http://sco.ca.gov/mobile/News/NewsDetail.aspx?id=67 137 Plumas County Parcel Application. CSA 11 cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 213 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW 2020. It is anticipated that demand for service within the District will increase minimally based on the DOF population growth projections through 2020. Growth Strategies The CSA is not a land use authority, and does not hold primary responsibility for implementing growth strategies. The land use authority for unincorporated areas is the County. Financing CSA 11 funds appear adequate to subsidize emergency services in the area, but are not sufficient to fully cover all related costs. PHD receives property tax payments three times a year. The revenue is used to subsidize operations but not earmarked for a particular part of the ambulance services. In FY 13-14, CSA 11 collected $106,602 in revenue. CSA revenues are almost entirely from ad valorem property taxes. A fractional amount is from intergovernmental funds from the State (Homeowner’s Property Tax Relief). All revenues attributed to CSA 11 were transferred to PHD. The amount of property tax revenue collected over the last few years has remained relatively constant. In FY 12, the CSA had $105,756 in revenues, and in FY 13, it received $105,792. The total amount of property tax revenues collected under the umbrella of CSA 11 are transferred to PHD each year. No portion is maintained by the County for administrative purposes. PHD expends approximately $270,000 each year on ambulance services. CSA funds cover approximately 40 percent of the expenses associated with ambulance services. PHD relies on other sources of revenue, such as fees for services, to cover the other 60 percent of costs for emergency services. CSA 11 does not conduct capital planning, as it does not own any capital facilities or equipment. All capital planning is conducted by PHD on behalf of the CSA. CSA 11 had no debt as of the end of FY 13-14. CSA 11 had a cash balance of $4,836 at the end of FY 11-12. The cash balance at the end of more recent years is unknown. CSA 11 is not a part of any joint financing mechanisms, such as a joint powers agreement (JPA). CSA 11 cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 214 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW AMBULANNCE SERRVICES Servicce Overvview CSA 11 does nott provide anny services directly, buut instead ooperates onlly as a finanncing mechaniism for ambbulance servvices providded by PHD.. Staffing Therre is no staaff dedicated to the opperations oof this CSA. The Counnty collectss and distributtes propertyy taxes on bbehalf of thhe CSA. PHHD employs the parameedics associated with the ambulancee services finnanced by the CSA. Facilities andd Capacity CSA 11 does nnot own orr maintain any facilitiies or equiipment. PHD owns tthree ambulannces and thee hospital wwhere the emmergency rooom is locatted. Infrasstructurre Needs No deficiencies wwere identified regardiing the vehiicles and emmergency rooom facility.. Servicce Adequacy As thhe CSA provvides no services direcctly, it is chhallenging tto assess seervice adequuacy. CSA 11 operates ass intended aand few changes are ppossible reggarding thee function oof the CSA. Ceertain imprrovements ccould be mmade to enssure transpparency andd accountabbility. Informattion regarding the Couunty’s various CSAs couuld be made available on the Couunty’s website. Additionaally, financiial informaation regardding the CSSAs could bbe more clearly defined iin the County’s budget.. CSA 11 cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 215 PLUMAS LAAFCO INDIAN VALLLEY AND QUUINCY AREA MUNICIPAL SERVICE REVIEW COUNTY SERVVICE ARREA 11 DETERMMINATIOONS Growtth and PPopulatiion Projjectionss  TThere are appproximately 6,743 resiidents within County SService Areaa (CSA) 11.  TThere has beeen a decrease in serviice demandd in the last few years ddue to residdents mmigrating ouut of the area because oof the recentt recession.  AApart from ppopulation ggrowth, demmand for emmergency seervices can be impacteed by economic heealth of the ttime.  AAlthough noo formal population pprojections have beenn made byy the CSA, PHD foorecasts thaat there will be moderaate growth inn the next ffew years. The Location and Chharacterristics oof Disadvantageed Unincorporatted Commmunitiees Within or Coontiguous to thhe Agenccy’s SOI  TThe populatiion threshoold by whichh Plumas LAAFCo will deefine a commmunity is yyet to be determined. Specific disaadvantaged unincorpoorated commmunities and chharacteristiics of the ccommunitiees will be iidentified wwhen approopriate as oother areas are to bbe annexed to the Distrrict. Present and PPlannedd Capaciity of Puublic Faacilities and Adequuacy of Public SServicess, Includding Inffrastruccture Needss and Deeficiencies  CSA 11 doess not own oor maintain any facilitiies. PHD owwns three aambulancess and thhe hospital where the emergencyy room is loocated. Cappacity of theese vehicless and thhe facility appears too be adequate to adddress existinng and antticipated fuuture demand.  NNo infrastruccture or vehhicle deficieencies or neeeds were iddentified wiith regard tto the emergency services offeered by PHDD.  AAs the CSA provides no services dirrectly, it is cchallenging to assess seervice adequuacy. CSA 11 operates as intended and feew changes are possiblle regardingg the function of thhe CSA. CCertain impprovementss could be made to ensure traansparency and accountabilitty. Information regarrding the CCounty’s varrious CSAs could be mmade avvailable on the Countyy’s website. Additionallly, financiall informatioon regarding the CSAs could bbe more cleaarly definedd in the Counnty’s budgeet. Financial Abiility of Agenciees to Proovide Seervices  CSA 11 funds appear addequate to ssubsidize emmergency sservices in tthe area, buut are not sufficient to fully covver all relatted costs.  RRevenues haave been relatively consstant over thhe last few fiscal years.  TThe CSA has no debt andd maintainss a minimal cash balancce. CSA 11 cÉÄ|vç VÉÇáââÄÄà|Çz TááÉv|tàxxá? __V 216 PLUMAS LAFCO INDIAN VALLEY AND QUINCY AREA MUNICIPAL SERVICE REVIEW Status of, and Opportunities for, Shared Facilities  The CSA in essence practices facility sharing by making use of County personnel for financial administration and financing PHD to provide emergency services.  No further opportunities for facility sharing were identified. Accountability for Community Service Needs, Including Governmental Structure and Operational Efficiencies  CSA 11 demonstrated accountability in its disclosure of information and cooperation with Plumas LAFCo; however, there is not a clearly defined contact for questions regarding the CSA.  The County does not conduct outreach regarding the CSA and its function. It is recommended that information regarding the various county service areas be made available on the County’s website to ensure transparency.  No governance structure options were identified with regard to CSA 11. CSA 11 cÉÄ|vç VÉÇáâÄà|Çz TááÉv|tàxá? __V 217