HomeMy WebLinkAboutItem 5 - ARC Goal Setting and the Financial Plan - Budget Process
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ARCHITECTURAL REVIEW COMMISSION AGENDA REPORT
SUBJECT: 2019-2021 Architectural Review Commission Goal-Setting and the Financial Plan /
Budget Process.
Review 2017-2019 Architectural Review Commission (ARC) goals, take public testimony, and
identify Commission goals and work program items for the 2019-2021 Financial Plan.
FROM: Doug Davidson, Deputy Community Development Director
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 Major
City Goals and Other Important Objectives.
Input from City’s 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 citizens participation is welcomed. The results of this process are
twofold: 1) a list of ARC goals and implementation programs or projects; and 2) a letter from the
ARC 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 15, 2018
Item Number: 5
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2019-2021 Architectural Review Commission Goal-Setting and the Financial Plan / Budget Process
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GOAL SETTING
Current Recommended Goals: 2017 - 2019
The City last revised its goals and work program starting in October 2016 in connection with the
preparation of the 2017-2019 Financial Plan and budget cycle. Provided below are the goals that
the ARC recommended during the 2017-2019 budget cycle:
1. Alternative Transportation Incentives:
Encourage expansion of the transit system by expanding routes, providing free WIFI on
buses and at stops, developing a rent-a-bike program, and exploring public/private
partnerships. Use in-lieu parking fees and other transportation revenue sources to
implement continuous bicycle path linkages throughout the city.
2. 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.
3. Recycled Water:
Prioritize recycled water (“purple pipe”) by using it at all City Public facilities for
landscaping purposes and expanding the system so private development can tie into the
system.
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2019-2021 Architectural Review Commission Goal-Setting and the Financial Plan / Budget Process
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Future Recommended Goals: 2019-2021
As the City begins the 2019-2021 financial planning and budget cycle, the ARC has the
opportunity to review their current goals, update them 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 in it. The Commission should then review their 2017-2019 goals, followed by
discussion and consideration of recommended goals, programs, and projects to be included in the
2019-2021 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 goals and work programs. Determine which goals and programs were
accomplished and can be deleted, or which ones are no longer needed;
3. Determine which goals and/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 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 2019-2021 Financial Plan. Advisory body goals are due by November 17, 2018. All
advisory bodies will receive a consolidated listing of all recommended advisory body goals by
November 21, 2018. This provides an opportunity to review what other advisory bodies see as
high community priorities. It is also an opportunity to revise goals accordingly if the
Commission so chooses. Final changes are due by December 15, 2018. The Council will receive
the final report with all advisory body recommendations before they begin the community goal-
setting process in January 2019.
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Advisory Bodies
2019-21 Financial Plan
Goal Setting Parameters
1
Purpose of the Fiscal Health
Response Plan
Affecting all City Funds –the purpose of the
Plan is to establish a framework to respond to
the long-term fiscal impacts of the significant
increases in required pension contributions to
the CalPERS retirement system over three years.
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What is the Problem?
Similar to 3,000 other agencies
in California, the City faces a
significant increase in
required pension
contributions.
The City’s annual costs to
CalPERS will more than double
in 10 years.
To address these increases, the
City needs to reduce
expenditures by $8.9 million in
the General Fund & Enterprise
Funds over the next three years.$7.8 million$19 million2014–15
ANNUAL
CALPERS COST
2024–25
PROJECTED
CALPERS COST
San Luis Obispo is committed
to…
Good Fiscal
Management
& MCG
Public
Engagement
Quality
Services
Key Policies and Guiding Principles
Existing City policies provide
foundation.
Specific Policies supporting the plan
include:
2001 Fiscal Health Contingency
2014 Financial Responsibility
Philosophy
Compensation Philosophy
2017 Long-Term Liabilities
Ongoing Fiscal Health monitoring will
occur.
Budget changes proposed minimize
service level impacts.
Budget reductions proposed are
implementable in three years.
Sustainability principles incorporated
into solutions.
Capital improvement project investment
will not be diminished.
The City’s organizational values
considered so it can continue to support
and implement these values.
Maintenance of facilities, infrastructure
and equipment will continue.
Application of unassigned fund balance to
pay down debt will continue.
Ongoing increases in revenue will be
evaluated.
City will work with the League and others
to address long term changes to CalPERS
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A Balanced Approach to Key
Components of the Plan
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30 -40%
20 -30%
30 -40%
General Fund
New Revenues
-Cannabis
-Homestays
New Ways of Doing Business
Operating Reductions
-Debt Re-Fi
-Energy Efficiencies
-Dept Re-structuring
Employee Concessions
External Impacts to the Plan
Plan based on fiscal forecast assumptions with multiple
inputs and multiple economic resources. However, it is
an estimate and there could be external forces which
impact it in the future.
7
Changes in
Economic
Conditions
Diablo
Closure
Further
CalPERS
Changes
Natural
Disaster
Implementation of the Plan
The Plan will guide the Financial Plan
process for the development of the City’s
Major City Goals and Financial Plan for
2019-21.
Departments will plan further operating
reductions to achieve the $8.9M total
savings/new revenue over the three year
FHRP period.
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Goal Setting Parameters
1.Consider increased pressure to infrastructure
2. Advancing Fiscal Health Response Plan
objectives
3. Maintaining Critical Services
4. New projects and services will require trade-offs.
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QUESTIONS?
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