city of walnut creek priority-based budgeting & the 2012...
TRANSCRIPT
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1City of Walnut Creek
City of Walnut CreekCity of Walnut Creek PriorityPriority--Based Budgeting Based Budgeting
& the 2012& the 2012--14 Budget Story14 Budget Story
Lorie TinfowAssistant City Manager
and
Cindy MosserFinance Manager
________________________
2013 Annual CSMFO Conference
February 21, 2013
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2City of Walnut Creek
City of Walnut Creek*City of Walnut Creek*Located in the SF Bay Located in the SF Bay AreaAreaPopulation 66,584Population 66,584Fairly affluentFairly affluent
median household median household income $87,297income $87,297
22--year budget cycleyear budget cycleSales tax, property Sales tax, property tax, dept rev = 85% tax, dept rev = 85% total revenuetotal revenue
*2010
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3City of Walnut Creek
PriorityPriority--Based BudgetingBased BudgetingValueValue--based; based; quantitative resultsquantitative resultsMatches resources to Matches resources to goalsgoalsWorks in good times Works in good times and badand badRoles for Council, Roles for Council, Community and staffCommunity and staffSee how budget is See how budget is used to deliver resultsused to deliver results
COMMUNITY
CI
TY
CO
UN
CI
L
CITY
STAFF
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4City of Walnut Creek
Council Sets Council Sets ““CommunityCommunity”” GoalsGoals
A Safe CommunityA Safe CommunityCulture, Recreation & Learning OpportunitiesCulture, Recreation & Learning OpportunitiesEconomic VitalityEconomic VitalityEffective Transportation and Mobility OptionsEffective Transportation and Mobility OptionsStewardship of Natural and Built EnvironmentStewardship of Natural and Built EnvironmentStrong Neighborhoods & a Sense of Strong Neighborhoods & a Sense of CommunityCommunity
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5City of Walnut Creek
Community Conversation #1: Community Conversation #1: Goals definedGoals defined
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6City of Walnut Creek
Community Conversation #2:Community Conversation #2: Goals weightedGoals weighted
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7City of Walnut Creek
Staff Sets Staff Sets ““GovernanceGovernance”” GoalsGoals
Enhance and facilitate accountability and Enhance and facilitate accountability and innovation is all City businessinnovation is all City businessProvide superior customer service that is Provide superior customer service that is responsive and demystifies City processesresponsive and demystifies City processesProvide analysis and longProvide analysis and long--range thinking range thinking that supports responsible decisionthat supports responsible decision--makingmakingProactively protect and maintain City Proactively protect and maintain City resourcesresourcesEnsure regulatory and policy complianceEnsure regulatory and policy compliance
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8City of Walnut Creek
““Basic AttributesBasic Attributes””
Mandated to provide programMandated to provide programCost recovery of programCost recovery of programChange in demand for serviceChange in demand for serviceReliance on City to provide serviceReliance on City to provide serviceAvoids costs and/or increases Avoids costs and/or increases
efficiencyefficiency
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9City of Walnut Creek
StaffStaff’’s Role: Scoring Programss Role: Scoring Programs
Sample Only
Basic Attributes
Goals
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10City of Walnut Creek
Program Costing SheetProgram Costing Sheet
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11City of Walnut Creek 11
Resource Alignment Diagnostic Tool Resource Alignment Diagnostic Tool (2011(2011--12 Budget)12 Budget)
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12City of Walnut Creek 12
Resource Alignment Diagnostic Tool Resource Alignment Diagnostic Tool (2011(2011--12 Budget)12 Budget)
DEMONSTRATION OF MODEL
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13City of Walnut Creek
Programs that Scored Programs that Scored ““44”” in in ““MandatedMandated”” AttributeAttribute
13
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14City of Walnut Creek 14
* Array above shows the remaining “General Government Resources” which are what remain after the Program- specific revenues have been filtered out
Filter out Filter out ““Program RevenuesProgram Revenues”” to to focus on remaining resources*focus on remaining resources*
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15City of Walnut Creek
Budget Budget BookBook BudgetBudget StoryStory
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16City of Walnut Creek
Specially skilled teamSpecially skilled teamTypical city staff:Typical city staff:
Assistant City Assistant City ManagerManagerFinance ManagerFinance ManagerCommunication & Communication & Outreach ManagerOutreach Manager
Atypical additions:Atypical additions:MultiMulti--Media Media ProducerProducerFormer Blue Former Blue Ribbon Task Force Ribbon Task Force Member Member (& Retired (& Retired Assistant City Manager Assistant City Manager from another agency)from another agency)
Visual JournalistVisual Journalist
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17City of Walnut Creek
Changed the way we Changed the way we communicatecommunicate……
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18City of Walnut Creek
……from columns and gridsfrom columns and grids……
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19City of Walnut Creek
……to something with more contextto something with more context
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20City of Walnut Creek
and linked to PBB goalsand linked to PBB goals
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21City of Walnut Creek
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22City of Walnut Creek 22
And coming soonAnd coming soon……a a ““dashboarddashboard””
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23City of Walnut Creek
City of Walnut CreekCity of Walnut Creek PriorityPriority--Based Budgeting Based Budgeting
& the 2012& the 2012--14 Budget Story14 Budget Story
Lorie TinfowAssistant City Manager
and
Cindy MosserFinance Manager
________________________
2013 Annual CSMFO Conference
February 21, 2013