HomeMy WebLinkAboutItem 5b. 2023-25 ARC Goal Setting
ARCHITECTURAL REVIEW COMMISSION AGENDA REPORT
SUBJECT: 2023-2025 ARCHITECTURAL REVIEW COMMISSION GOAL-SETTING
AND THE FINANCIAL PLAN/BUDGET PROCESS
FROM: Rachel Cohen, Senior Planner
Phone Number: 805-781-7574
Email: rcohen@slocity.org
RECOMMENDATION
Review the 2021-2023 Architectural Review Commission (ARC) goals, take public
testimony, and identify Commission goals and work program items for the 2023 -2025
Financial Plan.
1.0 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.
5. 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 2023-2025 financial planning and
budget cycle.
Meeting Date: 10/17/2022
Item Number: 5b
Time Estimate: 30 minutes
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Item 5b
2023 -2025 Goal Setting
Architectural Review Commission Report – October 17, 2022
2.0 GOAL SETTING
Current Recommended Goals: 2021 – 2023
The City last revised its goals and work program starting in September 20 21 in connection
with the preparation of the 2021-2023 Financial Plan and budget cycle. Provided below
is the goal that the ARC recommended during the 2021- 2023 budget cycle:
Community Design Guidelines (CDG) Update: Prepare a comprehensive update to the
document, including but not limited to the following, as prioritized below, with “a” being
the most important:
a. Include and update guidelines for mixed -use, in-fill, and residential projects, and
affordability.
b. Include definitions and guidelines for outdoor space, including private , semi-
private, and public space.
c. Include and update guidelines for landscaping.
d. Provide a clear description of the Architectural Review Commission’s purview, as
defined in the Commission’s bylaws.
e. Develop criteria for compatible development in historic zones.
f. 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.
g. Update CDG for neighborhood compatibility to address transitions between
neighborhood commercial development and adjacent residential neighborhoods
(LUCE §3.5.7.9).
h. Include more images and reference photos to highlight guideline language.
i. 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 projec ts as well as
additional guidance for the protection of views and vistas (LUCE §15.1.2).
Future Recommended Goals: 2023- 2025
As the City begins the 2023-2025 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. Attachment A outlines the 2023-25 Financial Plan Goal Setting
Parameters. The Commission should then review their 20 21-2023 goal, followed by
discussion and consideration of recommended goals, programs, and projects to be
included in the 2023-2025 Financial Plan. Typically, during goal setting sessions, the ARC
has followed the steps below.
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Item 5b
2023 -2025 Goal Setting
Architectural Review Commission Report – October 17, 2022
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;
a. 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
5. Identify activities which may require additional resources to accomplish. This may
include references to possible community partnerships or outside funding sources.
3.0 NEXT STEPS
The Commission should take public testimony and identify Commission goals and work
program items for the 2023 - 2025 Financial Plan. Advisory body goals are due by
December 9, 2022. The Council will receive the final report with all advisory body
recommendations in January 2023 before they begin the community goal - setting
process.
4.0 ATTACHMENTS
A - Advisory Bodies 2023-25 Financial Plan Goal Setting Parameters
Figure 1: Timeline of the Goal Setting and Budget Process for the 2023 – 2025 Financial Plan
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Advisory Bodies2023-25 Financial Plan Goal Setting Parameters1Page 95 of 105
San Luis Obispo is committed to…Good Fiscal ManagementPublic EngagementQuality ServicesPage 96 of 105
3Policy ContextSection 802. Annual BudgetSection 803. Public Hearing on the BudgetFinancial Plan ObjectivesTwo-Year BudgetCity CharterAdopted Budget PoliciesSecond Year BudgetLinks resources to identified community needs and Council goals.Establishes program policies and goals.Reinforces the importance of long-range, strategic planning.Promotes more orderly spending patterns.Reduces time and resources allocated to budget preparation.Council will review progress during the first year and approve appropriations for the second fiscal year.City Manager shall send to the Council a careful estimate of the amounts required for business and proper conduct of all departments/offices.Council shall hold a public hearing on the proposed budget at which interested persons desiring to be heard shall be given such opportunity.Page 97 of 105
June 1, 2021, Presentation slide 5A look-back on 2021-23 Financial Plan ObjectivesAdopted Major City Goals:4Page 98 of 105
Mid-Year HighlightsChallenges at FY beginningOpportunities at mid-yearContinued Economic Uncertainties with Labor Market and Supply Chain ChallengesImproved economic outlook provides opportunity to address labor market challenges and address community needsFiscal Health Response Plan Goals on holdPortion of ARPAfunding will backfill lost revenue due to Covid and allow for investment into critical infrastructureEmerging Community NeedsCalPERSscheduled pre-payments set aside during Covid. The City is now in a financial position to make payments5Proceed with CautionDelta and Omicron VariantsVariInflation, Labor Shortages, Supply Chain IssuesPage 99 of 105
6General Fund –Balanced Budget $- $20 $40 $60 $80 $100 $120 $1402021-22 Budget 2022-23 Budget Projected 2023-24 Projected 2024-25Projected 2025-26MillionsTotal RevenueTotal Expenditures$2,095,000$2,994,000$2,028,000$252,000Undesignated Fund Balance2022-23 Proposed Budget$2,095,000$2,994,000$2,028,000$252,000Undesignated Fund Balance$301,000<0.3% of overall budget$301,000Page 100 of 105
Overall Financial Forecast7All funds are in good financial standing based on current assumptions and recommendationsForecasts do not assume a recession, but a cooling of current economic activity Make sure operating resources are adapting to unprecedented conditions and expanded Capital Improvement PlanInvestment into the community in ongoing services, programs, and infrastructureAllocation of resources to advance Major City Goals$13.5 million in State & Local Fiscal Recovery Funds through the American Rescue Plan Act over a two-year period.Forecasting longer-term assumptions are challenging and subject to continued adjustments and change.Page 101 of 105
8Considerations when setting goals:Changes in Economic ConditionsFurther CalPERS AdjustmentsLong-term Environmental & Fiscal SustainabilityInvestment into InfrastructureDiversity, Equity, Inclusion (DEI)Climate Action PlanPage 102 of 105
Goal Setting Parameters1. Consider uncertainty regarding the long-term impacts from COVID192. Consider increased costs to fund required infrastructure maintenance3. Advancing Fiscal Health Response Plan objectives4. 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 Inclusivity9Page 103 of 105
Goal-Setting & the Budget ProcessThe proposed Financial Plan Calendar will be presented to Council on 10/04/22The proposedFinancial Plan Calendar will be presented to Council on 10/04/22Page 104 of 105
QUESTIONS?11We are available to talk to you and your advisory body and respond to questions. Natalie Harnett Principal Budget Analystnharnett@slocity.orgBrigitte Elke Finance Directorbelke@slocity.orgPage 105 of 105