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HomeMy WebLinkAboutSection H.1 - Goal Setting ProcessSection H.1 Background Materials GOAL-SETTING PROCESS FOR 2019-21 ATTACHMENT A Community Forum 6:00 PM to 9:00 PM, Wednesday, January 23, 2019 San Luis Obispo Veteran’s Memorial Building 6:00-6:05 Individually Welcomed at the Door Staff 1. Agenda with instructions on how to participate and receive dots 2. Informational Flyer – Financial Plan process, current Major City Goals/Other Important Objective, Local Revenue Measure priorities, Fiscal Health Response Plan and Community Survey results 6:05-6:10 Welcome & Instructions Facilitator 1. Incorporation of a workshop component to allow more ways to provide feedback 2. Dot placement can occur during the workshop 3. Public comment is available, but not required 4. Focus on building on the results of the Community Survey including current Major City Goals 6:10-6:25 Presentation on 2019-21 Financial Plan Process and Fiscal Outlook Derek Johnson, City Manager Brigitte Elke, Finance Director 6:25-6:30 Reminder on the Instructions Facilitator 6:30-7:30 Open House/Workshop 1. Community Forum Stations i. Input Stations: Current MCG/OIO, New/Other, Local Revenue Measure Uses ii. Information Stations: Core Services, Fiscal Health Response Plan, Capital Improvement Program 2. Each station is attended by staff. a. Printed posters with examples of current projects, services and results from the Community Survey. 3. Participants express their top priorities with dots for Major City Goals. a. Attendees receive 5 dots for goals at the input stations 4. Attendees prioritize Local Revenue Measure uses based upon the nine categories at the LRM station. Note: Instruction reminder provided every 15 minutes Facilitator Open House/Workshop Breaks, Public Comment Begins Facilitator 7:30-8:30 Public Comment 1. Attendees will be encouraged to post all ideas and concepts during the open house/workshop and do not need to stay for public comment. 2. Members of public who desire to directly address the Council and REOC or elaborate on an idea or concept will complete public comment cards and indicate the topic. a. Where a group has several members present, we encourage them to select a spokesperson and have others in their group indicate support for the same position with a show of hands. 3. Facilitator organizes cards by topic, identifies general topic, and calls upon the speakers. 8:30-9:00 Closing Remarks & Adjournment Mayor & Facilitator 9:00 Informal Discussion and Continuation of Open House/Workshop DATE: October 19, 2018 RELEASE: IMMEDIATE CONTACT: Alex Ferreira, Budget Manager aferreir@slocity.org, 805-781-7132 City Seeks Community Input on Priorities Before Setting 2-Year Goals Survey allows community to weigh in on discussion for the 2019-21 financial plan SAN LUIS OBISPO—The City of San Luis Obispo is asking the community to help identify priorities for the 2019-21 financial plan cycle. Every two years, the City establishes the top priorities that will make San Luis Obispo a better place to live, work, and play. The City Council then matches the resources necessary to achieve these priorities through adopting the budget in June. The adopted budget sets the City’s course of action for the next two years and helps the City to continue to provide high-quality services that maintain an excellent quality of life for the community. 2017-19 City goals were identified as housing, multi-modal transportation, climate action, and fiscal sustainability and responsibility. Downtown vitality was identified as an other important objective. This year, the City implemented the Fiscal Health Response Plan (FHRP) to address significant financial challenges due to increased pension costs. Continuing this progress toward long-term fiscal health, the 2019-21 Financial Plan will emphasize maintaining existing City infrastructure, providing core services, and advancing FHRP objectives (employee concessions, new ways of doing business, operating reductions and new revenues). Given this, it is critical to have an effective process for setting the most important, highest priority things for the City to accomplish in the next two years. Community members can help by completing an online survey at www.slocity.org/opencityhall by Sunday, December 16. Surveys will also be mailed in November utilities bills, will be available at City Hall and at the Senior Center. They can also attend a community forum on Wednesday, January 23 from 6 to 9 p.m. at the SLO Vet’s Hall, 801 Grand Avenue. At the forum the community will have an opportunity to present ideas to council and discuss them with other members of the public. City staff will compile community feedback for council to review in advance of its goal-setting workshop on February 7. During the workshop, council will officially set the goals for the next two years. The financial plan will be adopted in June. ### What are the most importantpriorities for the City in 2019-21? Every two years the City establishes the top priorities to make San Luis Obispo an even better place to live, work, and play. The City Council then matches the resources necessary to achieve these priorities through adopting the budget in June. The adopted budget sets the City’s course of action for the next two years and helps the City to continue to provide high- quality services that maintain an excellent quality of life for the community. ;OPZ`LHY[OL*P[`PTWSLTLU[LK[OL-PZJHS/LHS[O9LZWVUZL7SHU[VHKKYLZZZPNUPÄJHU[ÄUHUJPHSJOHSSLUNLZK\L[VPUJYLHZLK WLUZPVUJVZ[Z*VU[PU\PUN[OPZWYVNYLZZ[V^HYKSVUN[LYTÄZJHSOLHS[O[OL -PUHUJPHS7SHU^PSSLTWOHZPaLTHPU[HPUPUN existing City infrastructure, providing core services, and advancing the Fiscal Health Response Plan objectives (employee concessions, new ways of doing business, operating reductions and new revenues). Given this, it is critical we have an LќLJ[P]LWYVJLZZMVYZL[[PUN[OLTVZ[PTWVY[HU[OPNOLZ[WYPVYP[`[OPUNZMVY[OL*P[`[VHJJVTWSPZOPU[OLUL_[[^V`LHYZHUK [OPZZ\Y]L`PZ[OLÄYZ[Z[LW Complete the survey by visiting www.slocity.org/opencityhallVYÄSSV\[[OLZ\Y]L`ILSV^HUKTHPSP[IHJR VYKYVWP[I`HU`*P[`VɉJL Should the current Major City Goals & Other Important Objective continue, or should the City Council consider other priorities during the next two years? (Please choose 5 priorities) (SSZ\Y]L`ZT\Z[ILJVTWSL[LKHUKYL[\YULK[V[OL*P[`I`+LJLTILY*P[`Z[Hќ^PSS[OLUJVTWPSL MLLKIHJRMVY[OLJV\UJPS[VYL]PL^HOLHKVM[OLJVTT\UP[`MVY\T1HUHUKNVHSZL[[PUN^VYRZOVW-LI  If you have any questions about the City’s goal-setting and budget process, please contact Alex Ferreira )\KNL[4HUHNLYH[VYHMLYYLPY'ZSVJP[`VYN Current Major City Goals: Housing (Facilitate increased production of all housing types designed to be economically accessible to the area workforce and low and very low-income residents) 4\S[P4VKHS;YHUZWVY[H[PVU7YPVYP[PaLPTWSLTLU[H[PVUVM[OL)PJ`JSL4HZ[LY7SHUWLKLZ[YPHUZHML[` and the Short-Range Transit Plan) *SPTH[L(J[PVU0TWSLTLU[[OL*SPTH[L(J[PVU7SHUJHYIVUUL\[YHSI`[HYNL[HUKJVTWSL[L a Green House Gas emissions update) Fiscal Sustainability & Responsibility (Continue implementing the Fiscal Health Response Plan PUHKKP[PVU[VMVJ\ZPUNVULJVUVTPJKL]LSVWTLU[HUKPUMYHZ[Y\J[\YLÄUHUJPUN Current Other Important Objective: Downtown Vitality (Continue to improve safety, infrastructure investment, and maintenance in the Downtown) Neighborhood Wellness Open Space Preservation ;YHѝJ9LK\J[PVU Addressing Homelessness Growth Management Infrastructure Maintenance (Roads, sidewalks, and bike paths) Public Safety Water Management Economic Development Other: Other: Other: Other: Other: BUSINESS REPLY MAILFIRST-CLASS MAIL PERMIT NO. 369 SAN LUIS OBISPO, CA POSTAGE WILL BE PAID BY ADDRESSEENOPOSTAGE NECESSARY IF MAILED IN THE UNITED STATES CITY ADMINISTRATIVE OFFICER CITY OF SAN LUIS OBISPO 990 PALM ST SAN LUIS OBISPO CA 93401-9938 .P]LU[OLJ\YYLU[ÄZJHSJVUZ[YHPU[ZUL^WYVQLJ[ZVYZLY]PJLZ^PSSYLX\PYLWYPVYP[PaH[PVU and potential trade-offs unless they can generate offsetting revenue. How might the City adjust current projects or services to accomplish any new priorities? FOLD FOLD Email (optional): Providing your email will enable you to view your statement online and see statements from others. Your email address will not be included with your statement and the City will not share it. Your voice matters! www.slocity.org/opencityhall Also, attend our Community Forum VU>LKULZKH`1HU\HY` MYVT [V WTH[[OL:36=L[Z/HSS .YHUK(]LU\L^OLYL`V\»SSOH]LHU opportunity to present your ideas to the Council and discuss them with other community members. ATTACHMENT D Council Member Candidate Major City Goals Please prepare up to 7 candidates for Major City Goals below and submit them to Finance by 9:00 a.m., January 25, 2019. Finance will then compile a verbatim, composite list by topic without identifying who submitted the particular statements. Please refrain from releasing your personal list so that each Council member has flexibility to review all of the submissions and discuss them at the Council Goal-Setting Workshop before staking a position. n o p q r s t ATTACHMENT D Suggestions for Changes in Other Programs and Services Please provide ideas about possible changes in other programs and services to fund desired goals. Please submit them to Finance by 9:00 a.m., January 25, 2019. Finance will then compile a verbatim, composite list by topic without identifying who submitted the particular statements. Please refrain from releasing your personal list so that each Council member has flexibility to review all of the submissions and discuss them at the Council Goal-Setting Workshop before taking a position. n o p q r ATTACHMENT E Council Goal-Setting Workshop 5:00 PM to 9:30 PM Monday, February 4, 2019 Council Chambers 5:00 p.m. Welcome and Introductions Mayor 5:00 – 5:15 p.m. Purpose, Process & Guidelines Facilitator 5:15 – 7:00 p.m. Review Submitted Goals by Category Council Discuss Relationship of Goals to Current Activities Formulate and Select Candidate Goals 7:00 – 7:15 p.m. [Council may accept further comments from the public that have not been previously presented] 7:15 – 7:45 p.m. Council Each Member Prepares a Written Ballot Ranking the Goals 7:45 – 8:45 p.m. Break while staff tabulates the results Staff 8:45– 9:15 p.m. Review and Identify Major City Goals Council 9:15 – 9:30 p.m. Discuss Next Steps Council/Staff Preparation x Staff compiles and distributes composite list of candidate goals to Council members. x Staff prepares a template for Council ballot sheet. x Assign staff to enter goal statements into spreadsheet as Council formulates them. ATTACHMENT F Suggested Guidelines for Council Members During the Goal-Setting Process Things to Consider: x The City of San Luis Obispo is asking the community to help identify priorities for the 2019-21 financial plan cycle. Every two years, the City establishes the top priorities that will make San Luis Obispo a better place to live, work, and plan, which help drive the budget that staff prepares for council to approve in June. x 2017-19 City goals were identified as housing, multi-modal transportation, climate action, and fiscal sustainability and responsibility. Downtown vitality was identified as an “Other Important Objective.” x The Fiscal Health Response Plan (FHRP) addresses significant financial challenges due to increased pension costs and the 2019-21 Financial Plan will emphasize: o Maintaining existing City infrastructure o Providing core services o Advancing FHRP objectives: o Employee concessions, new ways of doing business, operating reductions and new revenues. 1. Encourage advisory boards, community groups and citizens to submit written comments about desired goals. 2. Invite citizens to participate in Community Forum and to listen and learn from their neighbors. In 2017-19, the City saw record participation (300% increase) in the goal setting process and hopes for even more community members to participate this year. 3. Receive comments from community and acknowledge their input without prematurely expressing your point of view. 4. Assure the community that you are willing to listen openly to all perspectives. 5. Focus your submission of suggested goals on a short list of key priorities to target City resources (not to exceed seven candidate goals for consideration). 6. Avoid publicizing your submission of suggested goals. Let staff compile your submissions verbatim into a composite list of goals by category without identification of who made each suggestion. This enables you to see the whole picture. 7. Give yourself flexibility by not publicly taking positions in advance of the February 4, 2019 Council Goal-Setting Workshop. 8. Use this process as a way to learn from citizens and Council colleagues about what’s important. 9. Explore areas where the Council can come together for positive action. 10. Recognize that this is an important step, but only the first step, in the planning and budgeting for the next two years. ATTACHMENT G Criteria for Major City Goals 1. Understanding that MCG’s are a statement of organizational priorities and that other initiatives have to be set aside. 2. Ground Major City Goals in policies and/or community priorities (real, supported). 3. Agreed upon by a Council majority. 4. Limited in number for comprehension, communication and focus. 5. Set forth in one document—the Financial Plan. 6. Be clear, understandable and actionable. 7. Established as a high priority and a real commitment. 8. Reflect major goals that cannot be achieved without Council support. 9. Can be translated into the performance goals and objectives of employees at all levels of the organization. 10. Created within a supportive atmosphere where participants are not afraid to state their suggestions for improving goals or objectives. 11. Reflect genuine consensus: while unanimous agreement is not required, they should be accepted to the point where resistance to them is reduced or eliminated.