HomeMy WebLinkAboutItem 2 - ARC Goal Setting for 2021-23 Financial Plan
2
ARCHITECTURAL REVIEW COMMISSION AGENDA REPORT
SUBJECT: 2021-2023 Architectural Review Commission Goal-Setting and the Financial Plan /
Budget Process.
Review the 2019-2021 Architectural Review Commission (ARC) goals, take public testimony,
and identify Commission goals and work program items for the 2021-2023 Financial Plan.
FROM: Shawna Scott, Senior Planner
DISCUSSION
Bi-annually the City adopts a budget and financial plan. To prepare for the budget process, all
City departments and advisory bodies are asked to identify their goals and major work programs
for the next two years. The City Council then uses this information, along with public comment
and other input, to set community priorities and to allocate resources to accomplish the identified
Major City Goals.
Input from City advisory bodies is specifically solicited, because the advisory body members are
recognized as representatives of the community, that are committed to the long-term best interest
of the City and its residents. Advisory body members are in tune with the “pulse” of the
community in terms of their specific area of interest. Other key points as we embark on this goal-
setting process are:
1. The Council is seeking advisory body input focused on the purview area of the advisory
body and is also interested in input on other issues that are important to the community.
2. Advisory body input is highly valued by the Council and City staff.
3. Goals can include completing projects from a previous work program.
4. Identifying priorities implies recommending fewer rather than more goals to the Council.
Advisory bodies are encouraged to only recommend activities that can reasonably be
accomplished during a two-year financial plan cycle.
Objective
This is a public process and citizen participation is welcomed. The results of this process include
a list of ARC goals and implementation programs or projects that will be forwarded to the City
Council for consideration as part of the 2021-2023 financial planning and budget cycle.
GOAL SETTING
Current Recommended Goals: 2019 - 2021
The City last revised its goals and work program starting in September 2019 in connection with
the preparation of the 2019-2021 Financial Plan and budget cycle. Provided below is the goal
that the ARC recommended during the 2019-2021 budget cycle:
Meeting Date: November 16, 2020
Item Number:
1. Community Design Guidelines Update: Prepare a comprehensive update to the
document including, but not limited to the following:
a. Develop criteria for compatible development in historic zones.
b. Update CDG for neighborhood compatibility to address transitions between
neighborhood commercial development and adjacent residential neighborhoods
(LUCE §3.5.7.9).
c. Include more images and reference photos to highlight guideline language.
d. Review existing visual resource inventory and provide recommendations for
additional database improvements. Update the City’s GIS system by including 3D
data for buildings by starting in the downtown and moving outward from there.
Provide guidelines for use of data base in the analysis of projects as well as additional
guidance for the protection of views and vistas (LUCE §15.1.2).
e. Strengthen and more clearly define guidelines for storefronts and windows in
commercial areas to maintain transparency and prevent the installation of opaque film
and interior signs and displays that obstruct views into stores.
Future Recommended Goals: 2021-2023
As the City begins the 2021-2023 financial planning and budget cycle, the ARC has the
opportunity to review their current goal, update as necessary, and identify any new goals,
programs and/or projects.
Goal Setting Process
Staff will present a brief slide show that overviews the City’s budget process and the role of the
advisory bodies. The Commission should then review their 2019-2021 goal, followed by
discussion and consideration of recommended goals, programs, and projects to be included in the
2021-2023 Financial Plan. Typically, during goal setting sessions, the ARC has followed the
steps below.
Goal-setting Steps:
1. Review and understand goal-setting and City Financial Plan/Budget Process;
2. Evaluate previous goal and work program;
3. Determine which goal and/or program have not been completed and should be carried
forward;
4. Identify new goals or programs for possible inclusion in the work program;
5. Prioritize the goals and programs, based on the Architectural Review Commission’s
adopted goals and General Plan goals, community needs and input, opportunities, or
special or urgent conditions; and
6. Identify activities which may require additional resources to accomplish. This may
include references to possible community partnerships or outside funding sources.
NEXT STEPS
The Commission should take public testimony and identify Commission goals and work program
items for the 2021-2023 Financial Plan. Advisory body goals are due by December 15, 2020.
The Council will receive the final report with all advisory body recommendations in late
December 2020 before they begin the community goal-setting process.
Item #2
COMMENT & DISCUSSION
2.Architectural Review Commission Goal Setting
Discussion
Staff Presentation By:
Brigitte Elke, Finance Director
Natalie Harnett, Budget Analyst
_______________________________________________________________________________________________
Recommendation:
Receive a presentation,review the 2019-2021 Architectural Review
Commission goals,take public testimony,and identify Commission
goals and work program items for the 2021-2023 Financial Plan.
Advisory Bodies
2021-23 Financial Plan Goal
Setting Parameters
1
2019-21 Financial Plan
Guided by the Fiscal Health Response Plan–the purpose of the Plan is to establish a
framework to respond to the long-term fiscal im pacts of the significant increases in
required pension contributions to the CalPERS retirement system over three years.
2
Three-Year Plan
Year 1
2018-19
Year 2
2019-20
Year 3
2020-21
San Luis Obispo is committed to…
Good Fiscal
Management
Public
Engagement
Quality
Services
4
Considerations when setting goals:
Changes in
Econo mic
Conditions
Pending Diablo
Closure
Further CalPERS
Adjustments
Long-term
Environmental &
Fiscal
Sustainability
COVID19 Diversity, Equity,
Inclusion (DEI)
Assumptions
Phased reopening
Schools return in Fall 2020
Impact on most industries
Recessionary trends
“U”Shaped recovery
“How much of a guessing game is a wild guessing game right now as there is no historical precedent for the current crisis and little good data
as of yet.”
–Beacon Economics
General Fund Long Term Forecast 5
*Based on unaudited actuals
Based on 2020-21 Supplemental Budget f orecast
Fiscal Health Contingency Plan Activated –Hiring,purchasing,and travel chills
to mitigate revenue shortfalls.
Healthy Reserve Levels –The City has multiple reserves in preparation for future
unknowns and cash flow preservation.
2019-20 Results:Realized savings from additional employee contributions to
CalPERS and hiring new staff under the PEPRA retirement plan limiting the impact
of revenue shortfall.
Fiscal Health Response Plan:in effect through 2020-21
Where are we now?
6
*From 2018-19 Fund Balance
Unfunded Liability Payments as part of
FHRP
FY 18-19 FY 19-20 FY 20-21
CalPERS Downpayments $4.2 mil -Paid $4.2 mil*-Unpaid –in
Undesignated Fund Balance
$3.0 mil –payment to
be determined
115 Pension Trust Fund $1.4 mil –In Reserve $2.0 –allocation to be
determined
7CityCouncilAdoption of ONE Unified City Goal (June 2,2020):
Economic Stability,Recovery,and Resiliency
Link to 20-21
Supplemental Budget
with goal details (pg.17)
July 2020
Council approved creation of a Diversity,
Equity,and Inclusion Task Force to provide
guidance and a foundation for creating a
potential 21-23 DE&I fo cused Major City
Goal
Goal Setting Parameters
1.Consider uncertainty regarding the long -term impacts from COVID19
2.Consider increased pressure to fund infrastructure maintenance
3.Advancing Fiscal Health Response Plan objectives
4.New projects and services will require trade-offs with current core
services (Revenue generating new services excluded.)
5.Goal setting through the lenses of Diversity,Equity,and Inclusivity
8
Goal-Setting & the Budget Process
February 2021
June 2021
*November 17, 2020 “Setting the Stage”Workshop
**Date TBD “Budget Foundation”Workshop
June 2021
2021-23 Financial Plan
Community
Involvement
(format TBD due
to COVID)
April 2021
The proposed Financial Plan Calendar will be presented to Council on 10/20/20
QUESTIONS?
10
We are available to talk to you and your advisory body and respond to
questions.
Natalie Harnett Principal Budget Analyst nharnett@slocity.org
Brigitte Elke Finance Director belke@slocity.org