creativity & innovation presentation - town of cary
DESCRIPTION
Creativity & Innovation presentation, presented by Town of Cary Budget Director Scott Fogleman during Winter 2012 NCLGBA ConferenceTRANSCRIPT
TOWN Of CARY
Creativity and Innovation?
LI
NA
,
1871
C
ON
RA
Y
ROT H C A R
TOWN Of CARY
Lazy?
LI
NA
,
1871
C
ON
RA
Y
ROT H C A R
TOWN Of CARY
Pay Plan Database
TOWN Of CARY
Pay Plan Database
Pay Plan Tracker
TOWN Of CARY
Pay Plan Database
Pay Plan Tracker
Fleet Specifications Database
TOWN Of CARY
Revenue Modeler
TOWN Of CARY
Key Project Updates
TOWN Of CARY
Gas Tracker
TOWN Of CARY
Monthly Fuel Costs & Consumption: FY2009-FY13
Annual Costs
FY09 FY10 FY11FY12
(Budget: $2,647,098)*
FY13 Projections
(Unl: $4.00, Dsl: $4.25)**
Unleaded Diesel Unleaded Diesel Unleaded Diesel Unleaded Diesel Unleaded Diesel
$756,132 $862,749 $732,772 $849,934 $1,130,109 $938,011 $1,824,247 $1,163,392 $2,136,549 $1,328,282
$1,618,881 $1,582,706 $2,068,120 $2,987,639 $3,464,831
*Based on retail prices of $3.75/gallon for unleaded and $4.00/gallon for diesel
**Reflects retail prices. Due to exemption from U.S. and NC fuel taxes, the Town pays .56/gallon less than retail for unleaded and .62/gallon less than retail for diesel.
•C-Tran and Morrisville are included in the overall Town fuel costs.
22
1.00
1.50
2.00
2.50
3.00
3.50
4.00
Jul-
08
Oct
-08
Jan
-09
Apr
-09
Jul-
09
Oct
-09
Jan
-10
Apr
-10
Jul-
10
Oct
-10
Jan
-11
Apr
-11
Jul-
11
Oct
-11
Jan
-12
Apr
-12
Jul-
12
Oct
-12
Jan
-13
Apr
-13
Unleaded: Average Cost/Gallon
Actuals Current Forecast
FY12 Budget
1.00
1.50
2.00
2.50
3.00
3.50
4.00
4.50
Jul-
08
Oct
-08
Jan
-09
Apr
-09
Jul-
09
Oct
-09
Jan
-10
Apr
-10
Jul-
10
Oct
-10
Jan
-11
Apr
-11
Jul-
11
Oct
-11
Jan
-12
Apr
-12
Jul-
12
Oct
-12
Jan
-13
Apr
-13
Diesel: Average Cost/Gallon
Actuals Current Forecast
FY12 Budget
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
200,000
Jul-
08
Oct
-08
Jan
-09
Apr
-09
Jul-
09
Oct
-09
Jan
-10
Apr
-10
Jul-
10
Oct
-10
Jan
-11
Apr
-11
Jul-
11
Oct
-11
Jan
-12
Apr
-12
Jul-
12
Oct
-12
Jan
-13
Apr
-13
Unleaded Fuel CostsActuals Current Forecast
FY12 Budget
40,000
50,000
60,000
70,000
80,000
90,000
100,000
110,000
120,000
130,000
Jul-
08
Oct
-08
Jan
-09
Apr
-09
Jul-
09
Oct
-09
Jan
-10
Apr
-10
Jul-
10
Oct
-10
Jan
-11
Apr
-11
Jul-
11
Oct
-11
Jan
-12
Apr
-12
Jul-
12
Oct
-12
Jan
-13
Apr
-13
Diesel Fuel Costs Actuals Current ForecastFY12 Budget
TOWN Of CARY
Overhire Analysis 16
16
16
16
16
16
16
16
16
16
16
16
16
16
16
16
16
15
15
14
14
14
13
13
2
2
2
4
3
3
4
4
3
2
2
1
1
1
1
70%
75%
80%
85%
90%
95%
100%
105%
110%
115%
120%
125%
130%
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Jul '1
1
Aug '1
1
Sep '1
1
Oct '1
1
No
v '1
1
De
c '1
1
Jan '1
2
Feb
'12
Ma
r '1
2
Apr
'12
Ma
y '12
Jun '1
2
Jul '1
2
Aug '1
2
Sept
'12
Oct '1
2
No
v '1
2 (
pro
j.)
De
c '1
2 (
pro
j.)
Jan '1
3 (
pro
j.)
Feb
'13 (
pro
j.)
Ma
r '1
3 (
pro
j.)
Apr
'13 (
pro
j.)
Ma
y '13 (
pro
j.)
Jun '1
3 (
pro
j.)
% S
taff
ed
Sw
orn
FT
E's
an
d O
verh
ires
Town of Cary ECO Staffing Level: Actual July 2011 - Projected June 2013
ECO Positions ECO Overhires % Fully Staffed% Fully Staffed
FY 2013FY 2012
TOWN Of CARY
Project Escalation Assistant
TOWN Of CARY
Projects “Included” in 2013 CIP $805.7M
$0
$25
$50
$75
$100
$125
$150
$175
$200
$225
$250
$275
199
9
200
0
200
1
200
2
200
3
200
4
200
5
200
6
200
7
200
8
200
9
201
0
201
1
201
2
201
3
201
4
201
5
201
6
201
7
201
8
201
9
202
0
2021
202
2
202
3
$ M
illi
on
s
Fiscal Year
INCLUDED: Town of Cary FY 2013 CIP = $805.7Mfrom FYs 2014 - 2023
Downtown$1.6M
Water $230.4M
Sewer $157M
General Govt$98.2M
Fire $55.3M
Parks $57M
Transportation$206.2M
TOWN Of CARY
Projects “Not Included” in 2013 CIP $792.1M
$0
$25
$50
$75
$100
$125
$150
$175
$200
$225
$250
$2751999
2000
2001
2002
200
3
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
202
2
2023
$ M
illi
on
s
Fiscal Year
NOT INCLUDED: Town of Cary FY 2013 CIP = $792.1Mfrom FYs 2014 - 2023
Downtown $32.7M
Water $19.4M
Sewer $58.3M
General Govt $3.1M
Fire $1.9M
Parks $181.5M
Transportation$495.2M
TOWN Of CARY
Projects Both “Included” and
“Not Included” in 2013 CIP
$1.6 Billion
$0
$25
$50
$75
$100
$125
$150
$175
$200
$225
$250
$275
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
$ M
illio
ns
Fiscal Year
BOTH: Town of Cary FY 2013 CIP = $1.6B from FYs 2014 - 2023
Downtown $34.3M
Water $249.8M
Sewer $215.3M
General Govt $101.3M
Fire $57.2M
Parks $238.5M
Transportation $701.4M
TOWN Of CARY
“Find the Prize”
in the Budget Manual
TOWN Of CARY
“Find the Prize”
in the Budget Manual
TOWN Of CARY
Business Plans
TOWN Of CARY
_________________________________________________________________________________________________________________________________________________
______________
Business Improvement District Updated
TOWN Of CARY
Non-Profit Policy and
Process Improvement
TOWN Of CARY
Technology Allowance Guidelines
Tier Description Allowance
1
Regular, required use of cell phone during “normal
working” hours to conduct routine business interactions
via voice. Personal use of phone is discouraged and
employees are required to reimburse Town according to
IRS rules for personal use. Employees in this tier are
issued a Town-owned, voice-only mobile communication
device.
None. Under this tier,
a Town-owned cell
phone is provided
2
Occasional, but necessary use of a MCD for Town
business. Employee is expected to answer phone during
his or her normal work hours and spends a significant
portion of time working out of the office such that the
amount of time spent away without access to a phone
would significantly impact the organization.
$364/year
based on $30 per
month rounded up for
equal pay amount of
$14 per pay period
3
Employee is expected to be available and responsive
outside of normal working hours when needed. Typically
this tier is utilized by Department Directors and other key
management staff. In certain departments, this may also
apply for selected emergency response employees.
$624/year
based on $50 per
month rounded up for
equal pay amount of
$24 per pay period
TOWN Of CARY
Spend Ranking Analysis
TOWN Of CARY
Revenue Benchmarking Study
TOWN Of CARY
Fund Balance Representation
TOWN Of CARY
Fund Balance Representation
TOWN Of CARY
Fund Balance Representation
TOWN Of CARY
Fund Balance Representation
TOWN Of CARY
Fund Balance Representation
TOWN Of CARY
Historical Operating Margin
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
TOWN Of CARY
_________________________________________________________________________________________________________________________________________________
Operating Margin Update
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
45
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
46
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
47
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
48
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
49
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
50
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
51
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
52
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
53
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
54
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
55
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
56
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
57
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
58
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
59
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
60
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
61
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
62
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
63
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
64
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
65
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
66
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
67
FY 2012 General Fund Margin
TOWN Of CARY
Ad
op
ted
, $
0.0
8
Pe
rso
nn
el, $
2.1
8
Mis
ce
lla
ne
ou
s, $
1.9
1
Sa
les
Ta
x, $
1.7
1
Ad
Va
lore
m T
ax
, $
0.8
5
Pri
or
Ye
ar
Ta
x, $
0.7
5
Fe
de
ral G
ran
ts,
$0
.72
Tra
ffic
Sig
na
l R
eim
b,
$0
.39
Va
ria
ble
Ra
te D
eb
t, $
0.1
9
Bu
ild
ing
Pe
rmit
s,
$0
.18
Oc
cu
pa
nc
y T
ax
, $
0.1
3
Pri
vile
ge
Lic
en
se
s, $
0.1
2
Pla
nn
ing
Co
nt.
Se
rv.,
$0
.11
Re
cyc
lin
g R
eve
nu
e,
$0
.10
Uti
lity
/Wir
ele
ss
/Vid
eo
Ta
xe
s, $
0.4
5
Le
ga
l C
on
t. S
erv
., $
0.5
4
Ye
ar
En
d,
$8
.43
Co
nti
nu
ati
on
, $
5.5
2
Ne
t Y
ea
r E
nd
, $
2.9
1
$0
$1
$2
$3
$4
$5
$6
$7
$8
$9
$10
Black bars = margin growthM
arg
in Im
pa
ct
$ In
Millio
ns
Red bars = margin decline
68
FY 2012 General Fund Margin
$2.91 Net Year End
Operating Margin on
$118M Budget = 2.5%
TOWN Of CARY
_________________________________________________________________________________________________________________________________________________
What’s Next?
TOWN Of CARY
Priority Based Budgeting
TOWN Of CARY
Achieving Fiscal Health
Fiscal
Health
“Spend Within
Our Means”
Understand
Variances
(Budget vs. Actual)
Incorporate Economic
Analysis and Long-term
Planning into Decision-
Making
Establish and
Maintain Reserves
Transparent About
the “True Cost of
Doing Business”
ACHIEVING FISCAL HEALTH
1st Strategic
Initiative
TOWN Of CARY
Achieving Fiscal Wellness
Fiscal
Wellness
Achieve
Fiscal Health
Value Programs
Based on Evidence
of their Influence
on Results
Support Resource
Allocation Decision
Making with Prioritization
of Programs
Identify, Define and
Value the Results
of Government
Identify Programs
and Services
ACHIEVING LONG-TERM FISCAL WELLNESS
2nd Strategic
Initiative
TOWN Of CARY
Priority Based Budgeting System
Determine Results 1
TOWN Of CARY
Priority Based Budgeting System
Determine Results
Identify Programs and
Services
1
2
TOWN Of CARY
Priority Based Budgeting System
Determine Results
Identify Programs and
Services
Value Programs
Based on Results
1
2
3
TOWN Of CARY
Priority Based Budgeting System
Determine Results
Identify Programs and
Services
Value Programs
Based on Results
Allocate Resources
Based on Priorities
1
2
3
4