COMMUNITY & ECONOMIC DEVELOPMENT DIVISION
The Community and Economic Development Division’s primary role is to provide assistance to Local Governments on issues related to Economic Development and Community Improvements. Some of the key services we provide include: Grant and loan application preparation and administration, staffing for industrial recruitment and business retention and expansion services, management support services, and special project implementation. The division strives to remain flexible in providing assistance to Local Governments as new needs arise.
The division maintains a close working relationship with local, state, and regional economic developers by assisting in the preparation of financial packages and supporting their recruitment and expansion efforts. In addition, the division provides administrative services for the North Mississippi Mayors Association, The PUL Alliance, Three Rivers CDE, Disaster Recovery Assistance, the CodeRED Emergency and Weather Warning System, the Tammy Wynette Legacy15 Park, and household hazardous waste collection days. COMMUNITY & ECONOMIC DEVELOPMENT DIVISION
NEW MARKETSThe Community TAX andCREDIT Economic ALLOCATION Development Division’s primary role is to provide $ 25,000,000 assistance to Local Governments on issues COMMUNITYrelated ANDto Economic ECONOMIC Development DEV. and GRANTS Community Improvements. Some of the $ 10,085,000 key services we provide include: Grant and loan COMMUNITYapplication IMPROVEMENT preparation and administration, LOANS staffing for industrial recruitment $ and 5,341,000 business retention and expansion services, management support services, and special project implementation. The division strives to remain flexible in providing assistance to Local Governments as new needs arise.
TOTAL FYThe 15 division IMPACT maintains a close working relationship with local, state, and $ regional 40,426,000 economic developers by assisting in the preparation of financial packages and supporting their recruitment and expansion efforts. In addition, the division provides administrative services for the North Mississippi Mayors Association, The PUL Alliance, Three Rivers CDE, Disaster Recovery Assistance, the CodeRED Emergency and Weather Warning System, the Tammy Wynette Legacy Park, and household hazardous NEW MARKETSwaste collection TAX days. CREDIT ALLOCATION
Three RiversNEW CDE MARKETS (a subsidiary TAX CREDIT of ALLOCATIONThree Rivers Planning and Development District) recently $ 25,000,000 received aCOMMUNITY $25 Million AND allocation ECONOMIC award DEV. from GRANTS the Dept. of Treasury, CDFI fund. Through the $ 10,085,000 New MarketsCOMMUNITY Tax Credit IMPROVEMENT Program (NMTC), LOANS Treasury allocates Tax Credit Authority to CDEs on $ 5,341,000 a competitive TOTALbasis, FYwhich 15 IMPACT ultimately spurs development in distressed areas by infusing capital $ 40,426,000 into eligible Census Tracts. NEW MARKETS TAX CREDIT ALLOCATION The application process is extremely competitive and past awards have typically gone to metro areas. ThreeThree Rivers Rivers CDEbecame (a subsidiary the first of LDDThree Riversin the Planning Nation and to Developmentreceive an allocation. District) recently Funds received for the a $25 Million allocation program areaward raised from from the Dept. private of Treasury, investors, CDFI who fund. can Through utilize the the New tax Markets credits Tax allocated Credit Program to Three (NMTC), Treasury allocates Tax Credit Authority to CDEs on a competitive basis, which ultimately spurs development in distressed areas by infusing capital into Rivers. Theeligible CDE Census can make Tracts. loans and other investments to businesses in eligible areas that lack adequate access to capital, particularly in rural areas. The funds raised will be utilized to help facilitate manufacturingThe application process and other is extremely high community competitive impactand past projects,awards have and typically to improve gone to health metro areas.care in Three Rivers became the low-incomefirst communities LDD in the Nationin rural to receive Mississippi. an allocation. Funds for the program are raised from private investors, who can utilize the tax credits allocated to Three Rivers. The CDE can make loans and other investments to businesses in eligible areas that lack adequate access to capital, particularly in rural areas. The funds raised will be utilized to help facilitate manufacturing and other high community impact projects, and to improve health care in low-income communities in rural Mississippi. NMTC Allocation Award List: One of these things (is not like the others) NMTC Allocation Award List: One of these things (is not like the others)
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Chicago Pontotoc
GRANTS
In the past year, Three Rivers was able to secure almost $10.1 Million in grant funding for Local Governments and other entities in the region. These funds helped to provide needed assistance for Water, Sewer, Access Roads, Equipment, and other related projects.
These projects were made possible thanks to help from outstanding funding partners such as the Economic Development Administration (EDA) Appalachian Regional Commission (ARC), Mississippi Development Authority (MDA), Tennessee Valley Authority (TVA) USDA Rural Development, MDOT, MDWFP, MDEQ, MS Homeland Security, and others.
COMMUNITY IMPROVEMENT LOANS
Three Rivers continues to aid local governments and industrial prospects with loan application and administration services. Over $5.3 Million in loans were funded in FY 2015. These included several public building / job creation projects, drainage improvements in Amory, and a rural hospital project in Calhoun County.
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REGIONAL DEVELOPER PROGRAM
The division continues to provide staffing on a contract basis to Pontotoc, Union, Chickasaw, and Itawamba Counties to promote the industrial recruitment and business retention and expansion efforts of those Counties.
In 2015, this partnership included the marketing of 2,900 acres of greenfield sites and over 600,000 square feet of industrial space to new industries. The existing business efforts included annual support visits with the principals of over 60 member county industries. In 2015, the location of new industries and existing business expansion projects culminated in the re- occupancy of 522,000 square feet of industrial space, the creation of over 300 new jobs, and millions of dollars toward capital investments in the service area.
FY 15 HIGHLIGHTS & ADDITIONAL SERVICES
• First LDD in the Nation to be receive a New Markets Tax Credit Allocation • Application Prep, Management, and Administrative Services provided for 112 active projects • 34 Grant Applications approved • 5 Loan Applications approved • 2 Household Hazardous Waste Collection Days • Expanded Regional Developer Program to 4 Counties • Coordinated efforts to receive funding for significant repairs and upgrades to the Mississippian Railway, a short line railroad that operates between Amory and Fulton.
THREE RIVERS PDD, INC. LOAN DIVISION SUMMARY REPORT
For the past 30 years, Three Rivers Planning and Development District has offered to Small Business Concerns financing options for their business needs. These funds are used to assist in business start-ups, business expansions, and the purchase of existing businesses. The primary advantages of the loan programs are low equity injection, low fixed interest rates and long term financing. These programs partner with participating banks, with each loaning a portion of the project cost. Three Rivers offers several different loan programs and will match the business needs to the program that best fits the business venture.
All small business loans originated by Three Rivers are derived from the following funding sources: Appalachian Regional Commission, Economic Development Administration, Rural Development Administration’s Intermediary Relending Program, Mississippi Small Business Assistance Loan Program, Minority Business Loan Fund, and the Small Business Administration’s 504 Loan Program.
The following is a summary of our loan division’s portfolio as of September 30, 2015:
Total amount of CDC loans outstanding (principal only) $ 26,546,695.18 Total amount of CDC loans committed not yet funded 9,707,000.00
Total CDC $ 36,253,695.18
Total amount of PDD loans outstanding (principal only) $ 13,580,082.69 Total amount of PDD loans committed 2,274,972.00 Total amount of funds available (not committed) 4,771,322.67
Total PDD $ 20,626,377.36
Total CDC and PDD Fund Balance $56,880,072.54
Total number of projects closed 693
Total amount loaned (CDC and PDD) $155,320,212.00
Total amount leveraged by the Three Rivers loan funds $525,150,329.00
Loan-Loss Percentage Program to Date (PDD loan only) 1.09%
Three Rivers loan programs have helped create and retain a total of 14,641 jobs. 15 15 DIVISION OF GOVERNMENTAL FUNCTIONS
The Division of Governmental Functions provides a wide variety of both administrative and technical services to local governments and other related entities. The following highlights some of the projects worked and/or services started or provided during the 2014-15 fiscal year:
• Provided technical support to the E-911 Districts in seven counties.
• Provided responses to approximately 1,500 requests for information technology (IT) support (hardware, software, network, etc.) with almost 11,500 total requests for IT assistance responded to since the inception of the “Request for Support” email system was implemented in 2009.
• Continued to work in partnership with Mississippi State University nSPARC in administering the County Records Management System (CRMS) software system. This software system is in place in ten counties and is open-source, public domain software that is available statewide for any County to use as a document management system. Phase 2 of the CRMS project, which will allow a County to publish all the public records managed by CRMS on the “world-wide-web” for access by any person that has a computer with internet access, has been launched in its pilot stage in Lee County with plans to launch in all participating courts before year end. Phase 3 will consist of electronic filing of land and court records and will begin in January 2016.
• Provided accounting software and support for twelve counties and two cities. In addition, a Purchasing Module was added to the accounting software package for 2015.
• Provided computer network connectivity, website and email hosting, and computer network security services for a customer base of over 1,000 local government users.
• Provided AS-400 mainframe computer hosting services for five counties and one municipality. In addition, Three Rivers began a new and expanded AS-400 venture with the Economic Development Administration (EDA) and eleven counties called the High Availability Disaster Recovery Project (HA) to expand the AS-400 mainframe computer hosting services by way of a 50% ($350,000) EDA grant with the matching 50% ($350,000) coming from Three Rivers and its eleven county partners. Once completed, HA will provide to Three Rivers and its participating county partners the ultimate in protection of data housed on the AS-400 and a near immediate disaster recovery solution.
• Provided solid waste collection system design and operation assistance to multiple cities and counties.
• Conducted successful Household Hazardous Waste Collection Days in both Lee County and the City of Oxford.
THREE RIVERS SOLID WASTE MANAGEMENT AUTHORITY
• Maintained its landfill tipping fee at the PRE-1997 price of $22.00 per ton for “ALL” residential, commercial and industrial customers in the Authority’s region. • Completed renovation of the three Authority’s Transfer Stations located in Lafayette, Lee and Monroe counties. • Completed Phase 1 of a new Recycling & Convenience Center at the Three Rivers Regional Landfill. • Continued to market Authority-owned surplus land situated adjacent to the Three Rivers Regional Landfill for economic development projects. • In continued partnership with the Tennessee Valley Authority and Pontotoc Electric Power Association, the Authority is generating up to 999kwh of electricity from methane gas produced by the Landfill and distributing that electricity to the “grid” for use by residents and businesses in the area. • Continued to provide regional waste tire and white goods (scrap metal) collection and recycling programs.
TUITION ASSISTANCE PROGRAM
The District continued to administer the Tuition Assistance Program (TAP), a partnership created for Counties (and their partners) in the District that will allow graduating high school seniors to receive tuition assistance for four (4) regular semesters at a Community College. The TAP is a ten (10) year program with a $25,000 maximum grant per year from the District that requires a local/private match equal to the lesser of 4 to 1 or the equivalent of what one (1) mill will produce in the participating County. The TAP is administered by the District through a contract at no cost to participating Counties. Students in participating
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Counties that wish to apply should contact their Community College Financial Aid Department for details. Federal and State grants, scholarships and VA benefits shall be applied first toward tuition with the TAP being the last funding source applied. Participating students shall enroll in and successfully complete twelve (12) semester hours and maintain a 2.0 grade point average throughout the program. The TAP served several hundred students in the District during both the Fall 2014 and Spring 2015 semesters.
TANGLEFOOT TRAIL ®
The GM&O Rails-to-Trails Recreational District of North Mississippi (District) is comprised of the partnership of Union, Pontotoc and Chickasaw counties along with the municipalities of New Albany, Ecru, Algoma, New Houlka and Houston. These counties and municipalities developed and provide support for the growing success of the Trail. In September 2013, the multi-use recreational trail, known as the Tanglefoot Trail®, joined the national ranks of rails-to-trails projects and officially opened for public use. U.S. Secretary of the Interior and the National Park Service designated the Tanglefoot Trail® as one of ten (10) exceptional local and state trails to be awarded National Recreational Trail (NRT) recognition in June 2015. The paved trail provides a safe and scenic route for bicyclists, walkers, runners and others that live in our local communities as well as drawing visitors from multi-state and international destinations. Construction of Trail facilities such as Whistle Stop comfort stations, rest stops and rain stops has been completed. Planning and addition of other facilities, including pavilions, and further amenities will continue in the near term. The positive impact to the local economy has been seen by the increase of visitors to our area and the opening of new businesses along Trail towns and counties. Local businesses and citizens are embracing this regional asset by providing sponsorship support which assists the District to continue enhancements and growth along the trail.
RESEARCH & ANALYSIS DIVISION
The Research & Analysis Division provides services and support to Three Rivers and its partners in areas such as demographic analysis, geographic information systems (GIS), web development, graphic design, planning, research, and asset mapping. The Division works with other Three Rivers’ team members as well as local, regional, state, and federal officials to advance economic and community development throughout northeast Mississippi.
FY 2015 Summary
The Research & Analysis Division produced 332 maps and 418 data profiles in FY 2015. The maps and profiles were used for funding applications, industrial marketing, environmental assessments, and various other purposes.
In addition, the Division continued to develop and maintain Three Rivers’ website in order to ensure it remains a viable regional resource. The website contains a wealth of information to assist Three Rivers and its partners as they seek to facilitate growth opportunities. Each division has a designated section on the website that outlines its services, support, and/or programs. The site also includes additional sections and items that are pertinent to Three Rivers, its partners, and the region as a whole.
As noted in last year’s annual report, the Division secured a grant award from the Appalachian Regional Commission (ARC) to develop websites for six counties (Calhoun, Chickasaw, Itawamba, Lee, Pontotoc, and Union) and six municipalities (Aberdeen, Bruce, Calhoun City, Fulton, Pontotoc, and Vardaman) located within ARC’s service area. The website development project aims to enhance each local government’s online presence as they seek to attract private investment and job creation to the region. The development process is ongoing and will continue throughout FY 2016.
The Research & Analysis Division also continued to partner with the Governmental Functions Division to host and maintain the Mississippi Chancery Clerks Association website. The site provides the Association with a productive online presence as well as a medium for clerks to interact and share pertinent information with one another.
In addition to generating maps, data profiles, and websites, the Research & Analysis Division also produced a wide variety of other products (forms, documents, marketing materials, etc.) for Three Rivers and its partners. The Division will continue to expand its services and support within this realm in order to address regional and organizational needs.
The Research & Analysis Division administered Three Rivers’ Economic Development Administration (EDA) planning grant during the fiscal year as well. The identified investment goes hand-in-hand with Three Rivers’ mission and has helped enable the organization to partner with local officials on several successful economic development projects that relate back to the goals and objectives outlined in its Comprehensive Economic Development Strategy (CEDS).
Finally, the Research & Analysis Division continued to provide representation for the State of Mississippi on the Rural Planning Organizations (RPO) Council of Peers and functioned as the organization’s primary point of contact for data inquiries in FY 2015. Three Rivers is an affiliate of the State Data Center of Mississippi and the Research & Analysis Division provides assistance to individuals requiring demographic services and support. Several of the aforementioned data profiles relate back to requests the Division received as a result of its affiliate designation. 15 15
THREE RIVERS SOLID WASTE FEE BILLING ANNUAL REPORT OCTOBER 1, 2014–SEPTEMBER 30, 2015
Revenue Collected Accounts Billed
Calhoun $333,847.00 35,030
Itawamba $990,444.00 76,203
Lafayette $1,063,437.00 94,983
Lee $1,883,620.00 170,395
Monroe $1,187,966.00 90,309
Pontotoc $851,031.00 87,739
Union $765,620.00 76,880
Benton Waste, Inc. $21,819.00 185
Newton 23,156
Prentiss 33,013
Kemper $189,093.00 30,384
Panola 27,154
TOTAL $7,286,877.00 745,431
The Three Rivers fee billing software package was developed and launched by the Three Rivers Planning & Development District in 1994 and has served the solid waste and utility fee billing needs for both local government and commercial entities since that time. Presently, entities being served by the fee billing software package are Prentiss, Lee, Itawamba, Monroe, Union, Pontotoc, Calhoun, Lafayette, Kemper, Panola and Newton counties as well as Golden Triangle Solid Waste and Benton County Solid Waste.
The Three Rivers fee billing software typically resides on an AS400 computer and can provide “full service” option or “partial service” option applications for use in billing and accounting for customer solid waste or utility payments.
We would also like to welcome Panola County to our Three Rivers Solid Waste team; we began billing for Panola County in June 2015.
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WIA DIVISION
SNAPSHOT PY 2014 ACTIVITIES Funding Stream Allocation WIA Adult $2,328,724 WIA Dislocated Worker $2,269,035 WIA Youth $2,727,596 Make It In America $1,800,000 MDA - Roxul, Inc. $225,000 MDA - Grammer AG $50,000 MDA - Three Rivers Application & $100,000 Recruitment Specialist - Yokohama TOTAL $9,449,905 THE MISSISSIPPI PARTNERSHIP Adult, Dislocated Worker, and Youth Programs
Three Rivers PDD serves as the Fiscal and Administrative Agent for the Mississippi Partnership Local Workforce Area. MPLWA is the largest geographical workforce area in the state consisting of 27 counties. Not only are we the largest, we are also the most successful workforce area in the state. Once again this year, we were awarded the highest amount of incentive funds in the state (over $60,000) because of our exceptional performance numbers. We are proud of this achievement and even prouder that we accomplished this for several years in a row.
Thirteen WIN Job Centers are located throughout the Mississippi Partnership service area. WIN Job Centers provide services that meet workforce needs based on the local economy. The WIN Job Centers are focused on both the potential employee and the business owner. In PY 2014 over 34,000 individuals received some form of service through our WIN Job Center offices.
Of over 2,500 enrollees in our WIA programs, 47% of them received training services in the form of On-the-Job Training or Individual Training Accounts. We expended over $1.6 million on OJT, or 91% of our OJT allocation, and over $388,000 for ITAs for a total of 91% of our ITA allocation. Our hands-on approach to disbursing these funds and our management style has ensured that we have adequate training dollars available to serve the needs of our employers for expansions and new start-ups when those needs occur.
One of the main goals of our C2C Youth Program is to help put new workers in the pipeline for future employment. Over the past 4 years in our C2C Program, over 2,500 young people have participated in the 27 counties of the Mississippi Partnership Local Workforce Area.
Most of these 2,500 participants were unemployed at the time of enrollment in the program. Our statistics show that around 80% of these participants were employed in jobs during the 4th quarter after their exit from the C2C program. To put that in a better prospective, that is enough workers to staff Yokohama Tire in West Point, MS at its full capacity or even Toyota in Blue Springs, MS at its present capacity. This is not to imply that these 2,000 participants of C2C left the program with the working ability required to immediately go to work at either one of those companies, but it is implying that we put 2.000 young, unemployed Mississippians through a program that taught them needed work ethics, how to work together as a team, and basic workforce skills among many other things, that will give them the opportunity to work their way in to many different career possibilities. C2C is not the silver bullet and it’s not the only solution. It is a component of the big picture. That’s how we will raise the Labor Force Participation Rate. That’s how we will build a continuous pipeline of new workers in the system. Programs that provide opportunity and help build self-esteem to those that want to work.
The Mississippi Development Authority contracted with Three Rivers to provide an application and recruitment services for the hiring of personnel for the new Yokohama Tire Manufacturing plant that had its official opening on October 5, 2015, in West Point. Yokohama has now hired over 200 employees in Phase One of their process and at completion of all phases will employ 2,000 workers. A partnership that includes Three Rivers, Mississippi Development Authority, Mississippi Department of Employment Security, East Mississippi Community College, and nSPARC has worked very closely with Yokohama to find the qualified workforce to operate one of the world’s most sophisticated and highly technical tire manufacturing facilities.
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Mississippi Access to Care (MAC)
MAC is the Mississippi Access to Care Center program that has been established as a system to empower people to direct their own health care decisions to the fullest extent possible. The objective of the MAC program is to help older people, people with intellectual, developmental, or physical disabilities, and people with mental illness to secure needed services or benefits, live with dignity and security, and achieve maximum independence and quality of life.
Finding the right resources can help keep that independence a reality. And it is a win for you and for our state. The savings to the taxpayers between a person in a nursing home and a person living independently with assistance is as much as $6,000 per person per month. But that’s just a small part of the equation – the value of a person being able to live at home, enjoying life to the best of their ability is PRICELESS.
MAC makes that possible. The MAC line, 1-844-822-4MAC, is the only number needed to access a world of care. That one phone call enters the caller into a system we call “NO WRONG DOOR.” The individual who answers then initiates and coordinates the process of serving the caller, providing the bridge to an unlimited number of services. MAC is the guide. MAC opens every possible door.
Three Rivers administers and operates the MAC project in the northern 41 counties of Mississippi. As part of Medicaid’s (CMS) Balancing Incentive Program, there is an effort to create a fiscally responsible, person-driven system that offers a full array of choices, thereby empowering people to direct their long-term care decisions to the fullest extent possible. In order to increase Home and Community-Based Services (HCBS), implementation of a No Wrong Door System is essential in order to coordinate financial and functional Medicaid eligibility and to help people navigate complex administrative and community-resource barriers to HCBS. Along with our partners, The Three Rivers MAC specialists serviced over 2000 clients in this past program year and assisted these individuals and families with all kinds of requests for help.
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THREE RIVERS AREA AGENCY ON AGING FISCAL YEAR 2015 ANNUAL REPORT
2015 has been a difficult year for Aging. Our annual budget has remained about the same for the past 15 years. However, we continue to provide services of great quality with less funding. Each year the cost of our services continue to increase. This causes us to provide less services and our waiting list continues to grow as the requests for these services increase.
Three Rivers Area Agency on Aging continues to have a strong partnership with North Mississippi Rural Legal Services to sponsor the annual Elder Law Conference held at the University of Mississippi Law School and Fraud prevention workshops throughout the District.
The Senior Community Service Employment Program (SCSEP) provides 22 training positions in Union, Pontotoc, and Lee counties for senior citizens aged 55 and up who are unemployed and have a desire to learn new skills to help them re-enter the workforce.
The Aging Division continues to receive funding from the United Way of Northeast Mississippi and the Oxford/Lafayette County United Way for Home Delivered Meals. This funding is for the counties of Pontotoc, Itawamba, Union and Lafayette.
Three Rivers Area Agency on Aging was approved for the CCTP (Community-Based Care Transition Project) in April 2013. The funding for the CCTP program will end October 31, 2015. This was a great and rewarding program for the community and the patients who received the services from this program. 4,200 patients were served from April 2013 to October 2015. The hospitals will continue their work to reduce their readmission rates.
Three Rivers Area Agency on Aging continues to partner with two rural health care agencies to serve our clients within our eight-county area. We are partnering with the Oxford Medical Ministries Clinic in Oxford and ACCESS Family Health Services in Smithville. We are providing them with Preventive Health Funds to provide health care services and supplies to people aged 60 and up in our service area.
In December, the Area Agency on Aging will host our 8th Annual Senior Christmas Day. It will be held at the Lee County Agri- Center in Verona, MS. We will have vendors, Christmas gifts, and a Christmas meal with the trimmings, entertainment, fruit, and good fellowship. We are expecting 400 to 500 participants.
Listed below is a detailed report of the number of clients and the type of service that they received by funding source. The numbers only reflect the Three Rivers area. All totals are from October 1, 2014 to September 30, 2015.
I Title XX & Title III Ombudsman Homemaker & Respite Services Clients-4,672 Clients-773 Legal Assistance Units-40,186 Clients-167 Transportation Outreach Clients-121 Clients-1,272 Units-45,600 Units-1,272 Adult Day Care Senior Center Activity Clients-26 Clients-32 Units-1,414 Units-5,064 Prescription Assistance Program III Title III, XX, State Meals and MW Clients-553 Congregate and Home Delivered Meals Units-767 Clients-1,557 II Title III Units-336,358 Information, Referral, and Assistance IV SHIP Clients-3,973 Clients-1,954 Units-3,973 Units-2,068
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ELDERLY AND DISABLED WAIVER HOME AND COMMUNITY-BASED SERVICES
What is the Elderly and Disabled Waiver?
The Elderly and Disabled (E&D) Waiver is a statewide program designed to offer assistance to qualified Medicaid beneficiaries. The program allows qualified individuals to remain in a home or community-based setting as an alternative to nursing facility care or other institutional care.
Who is Qualified:
• Beneficiaries must be 21 years of age or older. • Persons qualify by either SSI or 300% of SSI. • Beneficiaries must score 50 or above on the Medicaid Long Term Care Pre-Admission screening (PAS) instrument. • Persons must require nursing facility level care, if assistance is not provided.
All persons who are eligible to receive Home and Community-Based Services under this waiver must first be approved through the Division of Medicaid.
What Services Are Offered Under This Waiver?
• Case Management: Everyone who participates in the waiver is assigned to a local case management team. This team consists of a Registered Nurse and licensed Social Worker. They are responsible for managing and coordinating the services for each participant.
• Personal Care Services (PCS): These are supportive services provided in the home of the participant. They include assistance with light housekeeping, laundry, meal preparation, marketing, grooming, medication reminder and accompanying the beneficiary to the doctor.
• Adult Day Services: This is a structured program that focuses on the strengths and abilities of the participants. This service allows participants to contact connections with their community and/or use all of their retained skills. Depending on the specific facility, the following services are provided: supervision and/or assistance with ADL’s group activities, nutritious meals, and medication monitoring. • Expanded Home Health Services: The participants of this program will be eligible for extended home health services. Covered services include: nurse, aide, physical, and speech therapy.
• Home Delivered Meals: A well-balanced meal is delivered to the home of the person who is unable to leave his/her home without assistance and/or unable to prepare his/her own meals.
• Non-Emergency Transportation (NET): This is offered for the frail beneficiary and may be used to facilitate trips to the doctor and dialysis, when the participant has no other means of transportation.
• Institutional Respite and/or In-Home Respite: This is provided to participants on a short-term basis because of the absence of or need for relief for the primary care giver. This can be provided in the home or other licenses respite care centers. • Transition Assistance: This is provided to a beneficiary currently residing in a nursing facility who wishes to transition from the nursing facility to the E & D Waiver.
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MEDICAID WAIVER DIVISION ELDERLY AND DISABLED WAIVER ANNUAL REPORT FY 2014/2015
The Three Rivers Elderly & Disabled Waiver Program served an annual total of 1,835 unduplicated clients.
The total number of services received by all projects was:
Personal Care Service...... 1,520,330.5 hours
In-Home Respite...... 165,874.3 hours
Home Health Aide...... 5 visits
Medicaid Only Skilled Nursing...... 253 visits
Adult Day Care...... 10,695 hours
Home Delivered Meals...... 141,150 meals
In addition to the number of service hours performed in the client’s home, the Medicaid Waiver Program served 1,835 unduplicated clients. Medicaid Waiver has 1700 slots and through the continued partnership with the Mississippi Legislature, local elected officials and the Division of Medicaid, Three Rivers has the awesome opportunity to enhance service delivery through increased personal care service hours to needy beneficiaries.
• The average cost of in-home service is $1,400 a month. • The average cost of nursing home placement is $7,500 a month. • The average number of billing per month is 1,585.
The Medicaid Waiver Program allows the recipient to remain in a home and community-based setting as an alternative to premature nursing home placement.
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FISCAL DIVISION
We prepare and report on approximately 100 individual budgets. Several different federal and state agencies frequently send monitors to make sure that Three Rivers is fulfilling its obligations, and we also work with independent auditors, Franks, Franks, Jarrell, and Wilemon. We are proud to say that we have had no uncleared monitoring findings. We regularly receive an unqualified opinion on Three Rivers Planning and Development District’s annual audit, as well as the Three Rivers Solid Waste Management Authority, The PUL Alliance and GM&O Rails-to-Trails Recreational District of North Mississippi annual audits. We provide fiscal administration for all of the following agencies:
• THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. • THREE RIVERS EMPLOYEE MEDICAL BENEFITS TRUST • GM&O RAILS-TO-TRAILS RECREATIONAL DISTRICT OF NORTH MISSISSIPPI • THREE RIVERS AREA AGENCY ON AGING • THE MISSISSIPPI PARTNERSHIP FOR WORKFORCE DEVELOPMENT, INC. • THREE RIVERS SOLID WASTE MANAGEMENT AUTHORITY • THE PONTOTOC, UNION, LEE ALLIANCE (PUL ALLIANCE) • THREE RIVERS LOCAL DEVELOPMENT COMPANY, INC. • THREE RIVERS RETIREMENT BENEFITS PLAN • THREE RIVERS COMMUNITY INVESTMENT, INC. • NORTH MISSISSIPPI MAYORS ASSOCIATION • THREE RIVERS COMMUNITY DEVELOPMENT ENTITY
Total funds overseen during fiscal year $187,852,365 Processed over 3,118 checks, totaling over $31,871,265 Processed receipts totaling over $38,896,380 Reserved for debt retirement $84,900 Maintained an overall average cash balance of $31,189,194 Total asset balance - See note $35,303,560 Total net assets - See note $32,052,645 Maintained payroll for 81 full-time, 45 part-time $4,017,840
NOTE: Balances do not include assets of Three Rivers Solid Waste Authority, Three Rivers Employee Medical Benefits Trust, GM&O, The PUL Alliance, nor the Three Rivers Retirement Benefits Plan.
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PERFECTING OUR PARTNERSHIP
As evidenced by this annual report, Three Rivers Planning & Development District is a much diversified and highly technical organization. The statistics and numbers reflected in this report show that we have been extremely successful in assisting local governments as they serve the citizens of our region. It takes good people to produce those statistics and numbers and therein is the true success of Three Rivers PDD. We accomplish nothing alone. We are proud to partner with the many individuals and organizations that allow us to share and assist in reaching their goals and dreams. We thank you for your dedication and service in your efforts to enhance the community and economic development opportunities of this region. SUPERVISORS THREE RIVERS FULL BOARD OF DIRECTORS
CALHOUN LAFAYETTE PONTOTOC Barney Wade Danny Holley Brad Blalock Earnest Fox Mike Pickens Wayne Stokes Earnest Fox Jeff Busby Carol Crawford J. B. Rogers Jeff Busby Wayne Tutor Tony Morgan Chad McLarty Fulton Ware Gwin Longest Robert Blackmon Duane Tutor C. R. Easley Robert Blackmon Wayne Stokes Barney Wade Chad McLarty Ernie Wright J. R. Denton Mike Roberts Lena Chewe Tony Morgan Mike Roberts Dennis Corder Jerry Hall Tommie Lee Ivy Duane Tutor John Herrod, Jr. Cleavon Smith Early McKinney Anderson McFarland Phil Morgan Jeff Stafford CHICKASAW LEE UNION Samuel Buchanan Larry Johnson Benny Rakestraw Anderson McFarland Phil Morgan Dwight Pickens Stacey Parker Nan Nanney Danny Jordan David Gene Walters Bobby Smith Jimmy Yarbrough Roosevelt Blackmon Billy Kirkpatrick Tim Kent Russell Brooks Darrell Rankin Danny Jordan Eric Hughes John Darden Jim Owen Jerry Hall Tommie Lee Ivy Randy Owen Lynette Weatherford Robyn Tannehill Carolyn Estes Russell King Billy Joe Holland Benny Rakestraw Ricky Johnson Sherwin Haynie
ITAWAMBA MONROE MAYORS Charles Horn Doug Wiggins Ike Johnson Billy Kirkpatrick Cecil Belle, Aberdeen Tim Kent, New Albany Steve Moore Carol Crawford Scott Fricker, Abbeville Louise Cole, Okolona Eric Hughes Fulton Ware Harry Corder, Algoma Pat Patterson, Oxford Ricky Johnson Robert Tomey Brad J. Blalock, Amory Reda Bullard, Pittsboro Michael James, Baldwyn Gloria Holland, Plantersville CHANCERY CLERKS Dwight Devall, Big Creek Jeff Stafford, Pontotoc Rita Gentry, Blue Springs Rex Smith, Saltillo Romona Tillman, Calhoun Bill Benson, Lee Rudy Pope, Bruce Ronnie Hallmark, Shannon Wanda Sweeney, Chickasaw Ronnie Boozer, Monroe J. R. Denton, Calhoun City Ben Logan, Sherman James Witt, Jr., Itawamba Gary Moorman, Pontotoc Dock H. Gabbert, Derma Carrie Gregg, Slate Springs Sherry Wall, Lafayette Annette Hickey, Union Mark Baldwin, Ecru Gregg Kennedy, Smithville Lynette Weatherford, Fulton James Hamilton, Taylor CIRCUIT CLERKS Anthony W. Downey, Gattman Johnny Coleman, Thaxton Bud Herring, Guntown Billy Berry, Toccopola Carlton Baker, Calhoun Joyce Loftin, Lee George King, Hatley Pam Dines, Tremont Cassandra Pulliam, Interim Chickasaw Judy K. Butler, Monroe Jimmy Kelly, New Houlka Jason Shelton, Tupelo Carol Gates, Itawamba Melinda Nowicki, Pontotoc Stacey Parker, Houston James M. Casey, Vardaman Baretta Mosley, Lafayette Phyllis Stanford, Union Jeff Butler, Mantachie Robert Trice, Verona Joe Rials, Myrtle Patti Watkins, Woodland COUNTY ADMINISTRATORS Mem Riley, Nettleton
Gary Franks, Itawamba Evan Adams, Monroe REPRESENTATIVES Joseph Johnson, Lafayette Terry Johnson, Union Sean Thompson, Lee Randy Boyd Steve Holland Preston E. Sullivan Chris Brown Brian Aldridge Jim Beckett ATTORNEYS FOR BOARDS OF SUPERVISORS M. Kevin Horan Jerry Turner Steve Massengill Margaret Ellis Rogers Brad Mayo Donnie Bell Sonny Clanton, Calhoun Gary Carnathan, Lee Mac Huddleston Thomas U. Reynolds Jody Steverson Gary Carnathan, Chickasaw David Houston, Monroe Nolan Mettetal Bo Russell, Itawamba Phil Tutor, Pontotoc David O’Donnell, Lafayette Thad Mueller, Union SENATORS
COUNTY TAX ASSESSORS AND TAX COLLECTORS Nancy Collins J. P. Wilemon, Jr. Hob Bryan Gray Tollison Nickey Browning Russell Jolly Bill Malone, Calhoun Leroy Belk., Jr., Collector, Lee Gary Jackson Sue Eaton Ard, Chickasaw Mitzi Presley, Assessor, Monroe Tami Beane, Assessor, Itawamba Pat Birkholtz, Collector, Monroe Aaron Loden, Collector, Itawamba Van McWhirter, Pontotoc Sylvia Baker, Lafayette Randy Dunnam, Union Mark Weathers, Assessor, Lee
15 15 ECONOMIC DEVELOPERS & RELATED PARTNERS JUDGES
Barbara Fox Calhoun City Chamber of Commerce Jacqueline Estes Mask H.J. Davidson, Jr. Jim S. Pounds Sheila Freely Calhoun Economic Development Association Talmadge Littlejohn, Jr. Robert Q. Whitwell Mike Malski Phil Nanney Union County Development Association Michael P. Mills Glenn Alderson John Gregory Ellen Russell Pontotoc County Chamber of Commerce John E. Hatcher Thomas J. Gardner, III Charlie Brett Skip Scaggs Monroe County Chamber of Commerce Andrew K. Howorth Paul Funderbuck Dorothy Colom Vaunita Martin Itawamba County Development Council Robert W. Elliott Kenneth M. Burns Jim Roberts Perry Grubbs Okolona Area Chamber of Commerce Sharion Aycock Jim Blue Vardaman Chamber of Commerce Lori Tucker Baldwyn Chamber of Commerce REVOLVING LOAN REVIEW COMMITTEE David Rumbarger Community Development Foundation Shane Homan Community Development Foundation Randy Baker Angie Kinder Larry Russell Greg Giachelli Community Development Foundation Bo Collins Don McCarver Steve White Judd Wilson Community Development Foundation Brad Stevens Prentiss Turner Billy McCord Bruce Chamber of Commerce Joyce East Chickasaw Development Foundation THREE RIVERS LOCAL DEVELOPEMENT CO. Jon Maynard Oxford-Lafayette Co. Chamber of Commerce Joseph Geddie North MS Industrial Dev. Association BOARD OF DIRECTORS Katrina Shirley Tennessee Valley Authority Randy Baker John Herrod, Jr. Jerry Robbins Stephen Surles Tennessee Valley Authority J. W. Kirkpatrick Bill Benson Reggie Collums Amy Tate Tennessee Valley Authority Tommy Chamblee J.R. Denton Randy Owen Mike Armour Appalachian Regional Commission Danny Jordan Jeff Busby Thomas Griffith Sandra Perkins Appalachian Regional Commission Pat Lewis Chad McLarty Glenn McCullough, Jr. Mississippi Development Authority David Walters Greg Thames Mickey Milligan Mississippi Development Authority Jay McCarthy Mississippi Development Authority Danny Liles Mississippi Development Authority THREE RIVERS SMALL BUSINESS ASSISTANCE LOAN Tracey Giles Mississippi Development Authority REVIEW COMMITTEE Sara Doss Mississippi Development Authority Joy Foy Mississippi Development Authority Bo Collins Jerry Morgan Steve White Steve Hardin Mississippi Development Authority Angie Kinder Fred Cook Steve Gaskin Waverly Harkins Mississippi Development Authority Larry Russell Gil Patterson Economic Development Administration Phil Paradice Economic Development Administration AREA ON AGING ADVISORY COUNCIL MEMBERS Cliff Russell USDA Rural Development Administration Mark Holley Mississippi Department of Transportation Eula Baker Pat Henry Shirley Rice Travis Wampler Mississippi Department of Transportation Jacqueline Jennings Jay Keith Miller Peggy Robinson Brandon Presley Northern Public Commissioner Verna Butler Dr. JoAnn O’Quin Juanita Smith Mike Tagert Northern District Highway Commissioner Diane Lindsey Wilemon Sylvia Pegues Denise Tutor Bill Barry Mississippi Business Finance Corp. Mack Allen Thomas Bob Corban Shelton Shannon Pat Lewis Mississippi Business Finance Corp. James Carden Small Business Development Center THREE RIVERS SOLID WASTE MANAGEMENT AUTHORITY Janita R. Stewart U.S. Small Business Administration BOARD OF DIRECTORS Rhonda Fisher U.S. Small Business Administration Lewis Whitfield CREATE Foundation Kevin Payne Mike Pitts Don Patterson Mike Clayborne CREATE Foundation Lynette Weatherford Rick Faucette Jeff Stafford Mark Henry Mississippi Dept. of Employment Security Bobby Jones Carl Cadden Tim Kent James Williams State Workforce Board Russ Heard Cecil Belle Tom Cooper Yolonda Boone State Workforce Board Romona Tillman Brad Blalock Melinda Bertucci Mississippi Dept. of Human Services Marissa Whitehouse Mississippi Dept. of Human Services GM&O BOARD OF DIRECTORS H.S. “Butch” McMillan Mississippi Dept. of Rehabilitation Services Cindy Goodin Mississippi Dept. of Rehabilitation Services Jay Blissard Joyce East Sean Johnson Paulette Johnson Mississippi Division of Medicaid Chris Hutchinson Jimmy Whitehead Ray Collins Sandra Bracey-Mack Mississippi Division of Medicaid Jon David Naugher Lee Nabors Jimmy Kelly Mimmo Parisi Mississippi State University Steven Grice Mississippi State University PUL ALLIANCE BOARD OF DIRECTORS Martin Duclos Mississippi State University Rusty Steverson Mississippi State University Randy Owen Danny Jordan Bobby Smith Jennifer LeCates Code Red Tommie Lee Ivy Dennis Corder Wayne Stokes Amanda Sheffield Tanglefoot Whistlestop Volunteer Jason Shelton Tim Kent Jeff Stafford
U.S. SENATORS CEDS COMMITTEE
Hon. Thad Cochran Hon. Roger Wicker Sheila Freely Jon Maynard Phil Nanney Mindy Maxwell Joyce East David Rumbarger Dr. David Cole Vaunita Martin Skip Scaggs Nadara Cole U.S. REPRESENTATIVES Ellen Russell
Hon. Trent Kelly Mabel Murphree
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THE MISSISSIPPI PARTNERSHIP WORKFORCE SCHOOL DISTRICT SUPERINTENDENTS INVESTMENT AREA Mr. Mac Curlee Aberdeen School District Mr. Ken Byars Amory School District CHIEF ELECTED OFFICIALS Mr. Jason McCay Baldwyn Public School District Mr. Mike Moore Calhoun County School District Doug Burgess Eric Hughes Harry Sanders Dr. Betsy A. Collums Chickasaw County School District Jeff Busby Danny Jordan Tony Sandridge Mr. Tony Cook Houston School District Larry Duran Luke Lummus Wayne Stokes Mr. Michael Nanney Itawamba County School District Kary Ellington Chris McIntire Eddie Stroupe Dr. Adam Pugh Lafayette County School District Nelson Forrest Nicky McRae Tommy Vaughn Mr. Jimmy Weeks Lee County School District Mark Gardner Phil Morgan Barney Wade Mr. Scott Cantrell Monroe County School District Lowell Hinton William Oliver Patti Watkins Mr. Michael Cates Nettleton School District Marvell Howard Jimmy Pipkin Doug Wiggins, II Mr. Jackie Ford New Albany Public School District Mike Huddleston Darrell Robinson George Zinn, II Mr. Dexter Green Okolona Municipal School District Mr. Brian Harvey Oxford School District WORKFORCE BOARD MEMBERS Ms. Karen Tutor Pontotoc City Schools Mr. Kenneth Roye Pontotoc County School District Dr. Gearl Loden Tupelo Public School District John Adams Dale Grove Sharrell Polk Mr. Ken Basil Union County School District Dwayne Blackmon Jeff Hudson Linda Presley Michael Byrd Mitzi Lawrence Barry Rowland THREE RIVERS HEALTH CARE COALITION David Campbell Ray McClellan Jack Savely Terry Choate Shermila McKinney Beverly Smith Three Rivers PDD/Area Agency on Aging Rhonda Chrestman Pam Meeks Chad Spence Golden Triangle PDD/Area Agency on Aging Colt Doom Gerald Mills Gregory Taylor Baptist Memorial of Oxford James Dye Mark Nichols Christie Webb North Mississippi Medical Center – Tupelo Bob Farrar Bruce Patel Jill West Pontotoc Health Services, Pontotoc, MS Mary L. Gates Tommy Whitehead Clay County Medical Center – West Point, MS Webster Health Services – Eupora, MS THREE RIVERS CDE Calhoun Health Service – Calhoun City, MS Gilmore Memorial Hospital – Amory, MS BOARD OF DIRECTORS Trace Regional Hospital – Houston, MS Gentiva Home Healthcare Services J. R. Denton Ernie Wright Baptist Memorial Home Health Anderson McFarland Danny Jordan North Mississippi Home Health Danny Holley Rick Maynard Golden Living – Tupelo Mike Roberts Mike Staten Golden Living – Eupora Cleavon Smith Shane Clayton Sunshine Health Care Howard Boozer John Gaston Graceland Care Center Baldwyn Nursing Facility Webster County Nursing Home ADVISORY COMMITTEE Calhoun County Nursing Home Cedars Health Center Allison Beasley Hob Bryan NMMC – Pontotoc Nursing Home Mayor Louise Cole Preston Sullivan Gentiva Hospice Care Walter Zinn Bill Mobley Andrew E. Robinson, Sr. Gerald Mills COMMUNITY COLLEGE PRESIDENTS Chip Morgan Kerick Sparrow David Rumbarger Jimmy Gouras Mr. Mike Eaton, Itawamba Dr. Billy Stewart, East Central Dr. Albert Mark Hines, Sr. Mr. Ricky Ford, Northeast MS Dr. Thomas Huebner, East MS
Dr. Gary Spears, Northwest MS Dr. Jim Haffey, Holmes
J.W. KIRKPATRICK AWARD
The Board of Directors of Three Rivers Planning & Development District, Inc. established the J.W. Kirkpatrick Award in 2005. Three Rivers’ Executive Director Randy Kelley believed that excellence in leadership promoting Economic and Community Development in our area should be recognized especially when one of our partners showed exceptional contributions to the success of the region. The Board voted to establish the award and present it each year at the annual meeting. The award is named after one of the charter members of the Three Rivers Board of Directors, former Supervisor and Board Chairman, J.W. Kirkpatrick. In addition to naming the award after Mr. Kirkpatrick, the Board voted unanimously to present the first annual award to Mr. Kirkpatrick for his dedicated leadership and service to the area’s development accomplishments. Past recipients of the coveted award are: 2005 Mr. J.W. Kirkpatrick 2010 North Mississippi Media Alliance 2006 Mr. Clark Littlejohn 2011 Mr. Reggie Collums 2007 Ms. Martha Martin and Mr. Norman Treadaway 2012 Ms. Catherine Adams 2008 Northeast Mississippi Daily Journal 2013 Dr. David Cole 2009 Mr. Buster Davis 2014 Ms. Kay Bain 15