HomeMy WebLinkAboutItem 5a. 2025-2027 Cultural Heritage Committee Goal Setting
CULTURAL HERITAGE COMMITTEE AGENDA REPORT
SUBJECT: 2025-2027 Cultural Heritage Committee Goal Setting and the Financial
Plan/Budget Process.
FROM/BY: Brian Leveille, Principal Planner
Phone Number: 805-781-7166
Email: bleveille@slocity.org
1.0 RECOMMENDATION
Review the 2023-2025 Cultural Heritage Committee goals, take public testimony, and
identify Committee goals and work program items for the 2025-2027 Financial Plan.
2.0 BACKGROUND
Every two years 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 allocate
resources to accomplish the most important City goals. Advisory body members are
involved in the goal setting process to provide important input as representatives of the
community, with special expertise and experience working locally within their specific area
of representation. Below are some key points to consider as the City embarks on the
goal-setting process:
1. The Council is seeking advisory body input focused on the purview of the advisory
body but is also interested in input on other issues important to the community.
2. Advisory body input is highly valued by the Council and the 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. The CHC should recommend only those activities that can reasonably be
accomplished in the two-year budget period and can reasonably be accomplished
with limited resources.
2.1 Objective
This is a public process, and citizens are encouraged to contribute. Tonight’s meeting will
result in two items: 1) a list of CHC goals and implementation programs; and 2) a letter
from the CHC Chair to the City Council outlining recommended goals and programs, and
if necessary, requesting resources for specific activities (staff will prepare the letter for the
Chair’s signature).
Meeting Date: October 28, 2024
Item Number: 5a
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Cultural Heritage Committee: 2025-2027 Financial Plan Goal Setting
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2.2 Previous Recommended Goals: 2023-2025
Provided below are the goals the CHC recommended during the 2023-2025 budget cycle:
1. Historic Inventory & Historic Preservation Ordinance Update – Allocate funds and
resources for a comprehensive update of the City’s inventory of historic resources
and associated updates to the Historic Preservation Ordinance as recommended
by the consultant led preliminary phase assessment and recommendations
completed by historic consultant Page and Turnbull.
2. City Owned Adobes – Support efforts to improve the structural condition, historic
integrity, and appropriate cultural interpretation of the four City-owned adobes in
light of the City’s Diversity, Equity and Inclusion goals. In particular, support efforts
to stabilize, restore, and rehabilitate the La Loma Adobe.
3. Public Information: Provide information to increase awareness and support of the
Historic Preservation Program and Historic Resources Inventory update project
including opportunities for participation; and, pursue opportunities for appropriate
cultural interpretation of historic resources with a focus on including City goals to
advance Diversity, Equity, and inclusion.
Current Major City goal strategic tasks
MCG-Economic Resiliency, Cultural Vitality & Fiscal Sustainability (ER, CV & FS)
The current financial plan has already allocated funds for FY 23-24 and FY 24-25 towards
the completion CHC recommended goals 1 & 2. A total of $250,000 has been allocated
to initiate both phases of the City’s effort to update the Historic Resources Inventory (HRI).
Phase 1, currently underway, consists of updating the City’s Historic Preservation
Ordinance and Historic Context Statement, thereby setting the framework for the
upcoming survey efforts and review of the current HRI list. $100,000 has also been
allocated towards the first phase of efforts to rehabilitate and restore the grounds of the
La Loma Adobe as part of an MOU with the Friends of La Loma Adobe.
3.0 DISCUSSION
Future Recommended Goals: 2025-2027
As the City begins the 2025-2027 financial planning and budget cycle, the CHC has the
opportunity to review their current goals, update them as necessary, and identify any new
goals, programs and/or project.
Goal Setting Process
At the meeting, staff will provide a brief presentation introducing the budget process,
advisory body role, and status of previous recommended goals. Staff, advisory bodies,
and Council members are now preparing for the next Financial Plan cycle: 2025-2027.
During past goal-setting sessions, the CHC has generally followed the steps outlined
below.
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Cultural Heritage Committee: 2025-2027 Financial Plan Goal Setting
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1. Review and understand the goal-setting and Financial Plan/Budget process.
2. Evaluate previous goals and work programs. Determine which goals and programs
were accomplished and can be deleted or ones that no longer reflect the aims of
the CHC.
3. Determine which goals or programs 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 CHC’s goals, community needs
and input, opportunities, or special or urgent conditions; and
6. Identify activities which may require additional resources to accomplish, including
special funding for specific survey, tasks or consultant work (i.e. historic inventories
or research), construction or other implementation costs, additional staff time, etc.
This may include references to possible community partnerships or outside funding
sources.
The Committee will establish goals for the next two years and identify three to five key
tasks or programs it intends to complete in the period. The Committee should discuss
how these goals and activities relate to important Council goals and at the same time,
consider the fiscal context for the goal-setting process, including resources needed to
accomplish the task.
4.0 NEXT STEPS
Advisory body goals are due by December 13, 2024. All advisory bodies will receive a
consolidated listing of all recommended advisory body goals. This provides an opportunity
to review what other advisory bodies see as high community priorities. The Council will
receive the final report with all advisory body recommendations before they begin the
goal-setting process in January 2025.
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Goal-Setting & the Budget Process
Previous Recommended Goals (2023-2025)
1.Historic Inventory & Historic Preservation Ordinance Update: Allocate funds and resources for a
comprehensive update of the City’s inventory of historic resources and associated updates to
the Historic Preservation Ordinance as recommended by the consultant led preliminary phase
assessment and recommendations completed by historic consultant Page and Turnbull.
2.City Owned Adobes: Support efforts to improve the structural condition, historic integrity, and
appropriate cultural interpretation of the four City-owned adobes in light of the City’s Diversity,
Equity and Inclusion goals. In particular, support efforts to stabilize, restore, and rehabilitate the
La Loma Adobe.
3.Public Information: Provide information to increase awareness and support of the Historic
Preservation Program and Historic Resources Inventory update project including opportunities
for participation; and pursue opportunities for appropriate cultural interpretation of historic
resources with a focus on including City goals to advance Diversity, Equity, and inclusion.