HomeMy WebLinkAboutItem 5b. 2023-25 PC Goal Setting and the Financial Plan and Budget Process
PLANNING COMMISSION AGENDA REPORT
SUBJECT: 2023-2025 PLANNING COMMISSION GOAL-SETTING AND THE
FINANCIAL PLAN / BUDGET PROCESS
BY: Tyler Corey, Deputy Community Development Director
Phone Number: 805-781-7169
Email: Tcorey@slocity.org
RECOMMENDATION
Review the 2021-2023 Planning Commission goals, take public testimony, and identify
Planning Commission goals and work program items for the 2023-2025 Financial Plan.
1.0 COMMISSION PURVIEW
Planning Commission goal setting is a public process and citizens participation is
welcomed. The results of this process include a list of PC 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.
2.0 SUMMARY
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.
Meeting Date: 11/16/2022
Item Number: 5b
Time Estimate: 45 Minutes
Page 149 of 151
Item 5b
Planning Commission Report – 11/16/2022
3.0 PREVIOUS REVIEW
Current Recommended Goals: 2021 - 2023
The City last revised its goals and work program starting in September 2021 in connection
with the preparation of the 2021-2023 Financial Plan and budget cycle. The PC prioritized
the following goals based on the evaluation of the completion status for th e 2019-21 Major
City Goals; community need, and input received over the past 2 years; special and urgent
conditions that need to be addressed; and the availability of City resources to accomplish
the identified goals and work programs within the financial plan timeframe. Below are the
goals that the PC recommended during the 2021-2023 budget cycle:
1. Housing: Increase Affordable and Workforce Housing Supply
Provide public information and educational materials that promote the construction
of Accessory Dwelling Units. Continue to emphasize affordable housing programs,
encourage flexible use and non-traditional housing product types to facilitate
development of workforce and missing middle housing.
2. Sustainability: Reduce GHG Emissions by Reducing VMT and Impr oving
Residential Energy Efficiency
Implement the Climate Action Plan with emphasis on: 1) identify, implement and
promote financial incentives to improve energy efficiency in pre-1990 housing
stock and create and distribute educational materials promoting this practice; 2)
encourage project design that promotes accessible, convenient and safe
pedestrian, bicycle and transit access that reduces project generated vehicle miles
traveled by 20-40% below average; and 3) developing standards that support
infrastructure improvements for alternative transportation and electric vehicles.
3. Multi-Modal Circulation: Improve Walkability and Transit
Implement the Multi-Modal objectives identified in the LUCE and the Downtown
Concept Plan by encouraging in-fill development that includes and prioritizes non-
automobile alternatives to access commercial, services and recreational
opportunities.
4.0 GOAL SETTING
Future Recommended Goals: 2023-2025
As the City begins the 2023-2025 financial planning and budget cycle, the PC 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. The Commission should then review their 2021 -2023 goals,
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 PC has followed the steps below.
Page 150 of 151
Item 5b
Planning Commission Report – 11/16/2022
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 PC’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.
5.0 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 late December 2022 before they begin the community goal -setting
process.
6.0 ALTERNATIVES
1. Continue consideration of the goal setting process. This alternative is not
recommended since advisory body goals are due December 9, 2022.
Page 151 of 151
Planning Commission Goal-Setting
Review the 2021-2023 Planning Commission goals, take
public testimony, and identify goals and work program
items for the 2023-2025 Financial Plan
November 16, 2022
2021-2023 Planning Commission Goals
3
1.Housing:Increase Affordable and Workforce Housing Supply
Provide public information and educational materials that promote the
construction of Accessory Dwelling Units.Continue to emphasize affordable
housing programs,encourage flexible use and non-traditional housing
product types to facilitate development of workforce and missing middle
housing.
2.Sustainability:Reduce GHG Emissions by Reducing VMT and
Improving Residential Energy Efficiency
Implement the Climate Action Plan with emphasis on:1)identify,implement
and promote financial incentives to improve energy efficiency in pre-1990
housing stock and create and distribute educational materials promoting this
practice;2)encourage project design that promotes accessible,convenient
and safe pedestrian,bicycle and transit access that reduces project
generated vehicle miles traveled by 20-40%below average;and 3)
developing standards that support infrastructure improvements for alternative
transportation and electric vehicles.
2021-2023 Planning Commission Goals
4
3.Multi-Modal Circulation:Improve Walkability and Transit
Implement the Multi-Modal objectives identified in the LUCE and the
Downtown Concept Plan by encouraging in-fill development that includes and
prioritizes non-automobile alternatives to access commercial,services and
recreational opportunities.