2o Tab 18.pdf
City of Santa Fe, New Mexico LEGISLATIVE SUMMARY Resolution No. 2016Strategic Planning SPONSOR(S):
Councilor Dominguez
SUMMARY:
The proposed resolution initiates the process of strategic planning with the intention of aligning the cities priorities in allocating its limited resources with the priorities of citizens; establishing a program and service inventory, and performance measurements; and consolidating efforts to maintain a balanced budget and create a priority based budget in future years.
PREPARED BY:
Jesse Guillen, Legislative Liaison
FISCAL IMPACT:
Yes
DATE:
July 13, 2016
ATTACHMENTS:
Resolution
FIR
2
1
CITY OF SANTA FE, NEW MEXICO
2
RESOLUTION NO. 2016-_
3
INTRODUCED BY:
4 Councilor Ca nnicliael A. Dominguez
5 6 7 8 9 10
A RESOLUTION
11
INITIATING THE PROCESS OF STRATEGIC PLANNING WITH THE INTENTION
12
OF
13
RESOURCES WITH THE PRIORITIES OF CITIZENS; ESTABLISHING A PROGRAM
14
AND
15
CONSOLIDATING EFFORTS TO MAINTAIN A BALANCED BUDGET AND CREATE
16
A PRIORITY BASED BUDGET IN FUTURE YEARS.
ALIGNING
SERVICE
THE
CITIES
INVENTORY,
PRIORITIES
AND
IN
ALLOCATING
PERFORMANCE
ITS
LIMITED
MEASUREMENTS;
AND
17 18 19 20 21 22 23 24 25
WHEREAS, the Fiscal Year 2017 budget allocates resources for strategic p lan ning
by
the Governing Body; and
WHEREAS, the Fi scal Year 2017 budget is balanced using the concept of attrition, which al lows for a m indfu l approach to right-sizing City government; and
WHEREAS, to maintain the balanced budget through attrition, priorities of the citizens of Santa Fe must be cl early understood; and
WHEREAS, understanding these pri orit ies will give the Governing Body the
ability
create goals aligned with priorities, and de velop indicators which help the general public
to
and the
3
1
organization k now whether progress toward stated goals is being made; and
2
WHEREAS, if City staff know the p riorities of the citizens, the goals of the Governing
3
Body, and the indicators that tell us our progress toward those goals, then meaningful
4
programmatic cha n ge s can be instituted; and
5
WHEREAS, programmatic changes can only be accomplished once the City knows the
6
inv entory of all programs and services provide d, as well as the maj or tasks that support the
7
d elivery to the citizens of Santa Fe; and
8 9 10
WHEREAS,
the
Finance
Dep artment
is
charged
wi th
prov i din g
a
consistent
methodology to all departments to develop performance me as urements for all pr ogram s and services that define quantity, quality and outc om e ; and
11
WHEREAS, under a consistent framework departments are directed to use their
12
expertise in their respective field, as well as, in dustry standards to develop per forman ce
13
measurements that illustrate progress toward affecting the chosen indicators; and
14 15
WHEREAS, implementing these steps will begin the trans ition to a Priority Based
Budgeting tnodel for th e City of Santa Fe.
16
NOW, THEREFORE, BE IT RESOLVED BY THE GOVERNING BODY OF THE
17
CITY OF SANTA FE that the Governing Body will begin the strategic planning process to
18
understand citizen priorities and develop goals and indicators, and provide guidance to staff by
19
February, 2017.
20
BE IT FURTHER RESOLVED that the City Manager will coll aborate with the
21
Governing Body in a top down/bottom up approach as necessary to develop program and service
22
inventory, and performance measurements in a c ons istent manner, and report their findings back
23
to the Governing Body in February, 2017.
24
BE IT FURTHER RESOLVED that the City of Santa Fe will combin e these efforts to
25
maintain the balanced Fi scal Year 2017 budget and create a Priority Based Budget in future years.
4
PASSED, APPROVED AND ADOPTED this
day
__
,2016.
____
2 3 JAVIER M. GONZALES, MAYOR
4 5
ATTEST:
6 7 8
YOLANDA Y. VIGIL, CITY CLERK
9
APPROVED AS TO FORM:
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
M/Legislation/Resolutions 2016/Strategic Planning
5
City of Santa Fe Fiscal Impact Report (FIR)
FIRNo. 2838
Report (FIR) shall be comp leted for each propose d bill or resolution as to its direct impac t upon City's operating budget and is intended for use by any of the standing committees of and the Governing Body of the City of Santa Fe. Bills or resolutions with no fiscal impact still req uire a c ompleted FIR. Bills or resolutions with a fisc al impact must be reviewed by the F ina nce Committee. Bills or resolut i ons without a fiscal impact generally do not req uire review by the Finance Committee un less the s ubj ect of the bill or resolution is fmancial in nature. This Fiscal Impact
the
Section A. (Check) Bill:
General Information
(A single FIR may be used for r elated bills
Resolution:
.... x�-..
_
and/or resolutions)
Short Title(s): A RESOLUTION INITIATING THE PROCESS OF STRATEGIC PLANNING WITH THE INTENTION OF ALIGNING THE CITIES PRIORITIES IN ALLOCATING ITS LIMITED RESOURCES WITH THE PRIORITIES OF CITIZENS; ESTABLISHING A PROGRAM AND SERVICE INVENTORY, AND PERFORMANCE MEASUREMENTS; AND CONSOLIDATING EFFORTS TO
MAINTAIN
A
BALANCED BUDGET AND CREATE A PRIORITY BASED BUDGET IN FUTURE YEARS. Sponsor(s): Councilor Dominguez Reviewing
Department(s): �F.=!in�an=ce=----
Persons Completing FIR:
Adam Johnson . '
=====;==========-====�=========== ===�===========�=================================
Summary Section B. Briefly explain the purpose and major provisions of the bill/resolution: The proposed resolution requests the Governing Body. senior staff and all city employees to begin the process of strategic planning with the intention of aligning the priorities of the citizens of Santa Fe with the level of services that can be erovided with limited resources; and defining
a
consistent framework for creating
performance measures that reflect how well the City of Santa Fe is achieving its stated goals, and thereby beginning the process of transitioning to a priority based budget. ==============================================================================
Fiscal Impact Section C. Note: Financial information on this
FIR does not directly translate into a City of Santa Fe budget increase. For a following are required: a. Th e item must be on the a gen da at the F inance Committee and City CounciJ as a "Request for Approval of a C ity of Santa Fe Budget Increase" with a definitive fundi ng source (could be same item and same time as bill/resolution) b. Detailed budget information must be attached as to fund, business units, and line item, am oun ts , and explanations . (similar to ann ual requests for budget) c. Detailed personnel forms must be attached as to range, salary, and·benefit allocati on and signed by Human Resource Department for each new position(s) requested (prorated for perio d to be employed by fiscal year)* budget increase, the
l. Projected Expenditures: a.
Indicate
.
Fiscal Year (s) affe cte d - usually current fiscal year and following fiscal
04/05) b. Indicate:
year (i.e.,
FY 03/04 and FY
if current budget and level of staffing will absorb the costs additional, or increased bu dg et or staffing will be required "R" - if recurring annual costs c. Indicate: "NR" if one-time, non-recurring costs, such as s tart- up , contract or equipment costs d. Attach additional projection schedules if two years does not adequately project revenue and cost patterns e. Costs may be nette d or shown as an o ffset if some cost savings are pr oj ec ted (explain in Section 3 Narrative) "A"
"N" if new,
Finance Director:
� 6
-----:"" Column
Check here if 1�0 fiscal impact
2 16/17
#: Expenditure
Classification
FY
3 "A" Costs
Absorbed
"R''
4 Costs
Rec urring
FY
5 17/18
6
7
"A" Costs Absorbed
"R" Costs-
Recurring
or "NR"
or"NR"
or"N"New
New
Non-
Budget
Non-
Budget
recurring
Required
recurring
or
"N"
8 Fund Affected
Required
Personnel*
"""$
$
Fringe**
�$
�
Capital
=-$
$
Outlay
Land/ Building
Professional
___
__ _
__ _
$ ::�
Councilor Dominguez
SUMMARY:
The proposed resolution initiates the process of strategic planning with the intention of aligning the cities priorities in allocating its limited resources with the priorities of citizens; establishing a program and service inventory, and performance measurements; and consolidating efforts to maintain a balanced budget and create a priority based budget in future years.
PREPARED BY:
Jesse Guillen, Legislative Liaison
FISCAL IMPACT:
Yes
DATE:
July 13, 2016
ATTACHMENTS:
Resolution
FIR
2
1
CITY OF SANTA FE, NEW MEXICO
2
RESOLUTION NO. 2016-_
3
INTRODUCED BY:
4 Councilor Ca nnicliael A. Dominguez
5 6 7 8 9 10
A RESOLUTION
11
INITIATING THE PROCESS OF STRATEGIC PLANNING WITH THE INTENTION
12
OF
13
RESOURCES WITH THE PRIORITIES OF CITIZENS; ESTABLISHING A PROGRAM
14
AND
15
CONSOLIDATING EFFORTS TO MAINTAIN A BALANCED BUDGET AND CREATE
16
A PRIORITY BASED BUDGET IN FUTURE YEARS.
ALIGNING
SERVICE
THE
CITIES
INVENTORY,
PRIORITIES
AND
IN
ALLOCATING
PERFORMANCE
ITS
LIMITED
MEASUREMENTS;
AND
17 18 19 20 21 22 23 24 25
WHEREAS, the Fiscal Year 2017 budget allocates resources for strategic p lan ning
by
the Governing Body; and
WHEREAS, the Fi scal Year 2017 budget is balanced using the concept of attrition, which al lows for a m indfu l approach to right-sizing City government; and
WHEREAS, to maintain the balanced budget through attrition, priorities of the citizens of Santa Fe must be cl early understood; and
WHEREAS, understanding these pri orit ies will give the Governing Body the
ability
create goals aligned with priorities, and de velop indicators which help the general public
to
and the
3
1
organization k now whether progress toward stated goals is being made; and
2
WHEREAS, if City staff know the p riorities of the citizens, the goals of the Governing
3
Body, and the indicators that tell us our progress toward those goals, then meaningful
4
programmatic cha n ge s can be instituted; and
5
WHEREAS, programmatic changes can only be accomplished once the City knows the
6
inv entory of all programs and services provide d, as well as the maj or tasks that support the
7
d elivery to the citizens of Santa Fe; and
8 9 10
WHEREAS,
the
Finance
Dep artment
is
charged
wi th
prov i din g
a
consistent
methodology to all departments to develop performance me as urements for all pr ogram s and services that define quantity, quality and outc om e ; and
11
WHEREAS, under a consistent framework departments are directed to use their
12
expertise in their respective field, as well as, in dustry standards to develop per forman ce
13
measurements that illustrate progress toward affecting the chosen indicators; and
14 15
WHEREAS, implementing these steps will begin the trans ition to a Priority Based
Budgeting tnodel for th e City of Santa Fe.
16
NOW, THEREFORE, BE IT RESOLVED BY THE GOVERNING BODY OF THE
17
CITY OF SANTA FE that the Governing Body will begin the strategic planning process to
18
understand citizen priorities and develop goals and indicators, and provide guidance to staff by
19
February, 2017.
20
BE IT FURTHER RESOLVED that the City Manager will coll aborate with the
21
Governing Body in a top down/bottom up approach as necessary to develop program and service
22
inventory, and performance measurements in a c ons istent manner, and report their findings back
23
to the Governing Body in February, 2017.
24
BE IT FURTHER RESOLVED that the City of Santa Fe will combin e these efforts to
25
maintain the balanced Fi scal Year 2017 budget and create a Priority Based Budget in future years.
4
PASSED, APPROVED AND ADOPTED this
day
__
,2016.
____
2 3 JAVIER M. GONZALES, MAYOR
4 5
ATTEST:
6 7 8
YOLANDA Y. VIGIL, CITY CLERK
9
APPROVED AS TO FORM:
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
M/Legislation/Resolutions 2016/Strategic Planning
5
City of Santa Fe Fiscal Impact Report (FIR)
FIRNo. 2838
Report (FIR) shall be comp leted for each propose d bill or resolution as to its direct impac t upon City's operating budget and is intended for use by any of the standing committees of and the Governing Body of the City of Santa Fe. Bills or resolutions with no fiscal impact still req uire a c ompleted FIR. Bills or resolutions with a fisc al impact must be reviewed by the F ina nce Committee. Bills or resolut i ons without a fiscal impact generally do not req uire review by the Finance Committee un less the s ubj ect of the bill or resolution is fmancial in nature. This Fiscal Impact
the
Section A. (Check) Bill:
General Information
(A single FIR may be used for r elated bills
Resolution:
.... x�-..
_
and/or resolutions)
Short Title(s): A RESOLUTION INITIATING THE PROCESS OF STRATEGIC PLANNING WITH THE INTENTION OF ALIGNING THE CITIES PRIORITIES IN ALLOCATING ITS LIMITED RESOURCES WITH THE PRIORITIES OF CITIZENS; ESTABLISHING A PROGRAM AND SERVICE INVENTORY, AND PERFORMANCE MEASUREMENTS; AND CONSOLIDATING EFFORTS TO
MAINTAIN
A
BALANCED BUDGET AND CREATE A PRIORITY BASED BUDGET IN FUTURE YEARS. Sponsor(s): Councilor Dominguez Reviewing
Department(s): �F.=!in�an=ce=----
Persons Completing FIR:
Adam Johnson . '
=====;==========-====�=========== ===�===========�=================================
Summary Section B. Briefly explain the purpose and major provisions of the bill/resolution: The proposed resolution requests the Governing Body. senior staff and all city employees to begin the process of strategic planning with the intention of aligning the priorities of the citizens of Santa Fe with the level of services that can be erovided with limited resources; and defining
a
consistent framework for creating
performance measures that reflect how well the City of Santa Fe is achieving its stated goals, and thereby beginning the process of transitioning to a priority based budget. ==============================================================================
Fiscal Impact Section C. Note: Financial information on this
FIR does not directly translate into a City of Santa Fe budget increase. For a following are required: a. Th e item must be on the a gen da at the F inance Committee and City CounciJ as a "Request for Approval of a C ity of Santa Fe Budget Increase" with a definitive fundi ng source (could be same item and same time as bill/resolution) b. Detailed budget information must be attached as to fund, business units, and line item, am oun ts , and explanations . (similar to ann ual requests for budget) c. Detailed personnel forms must be attached as to range, salary, and·benefit allocati on and signed by Human Resource Department for each new position(s) requested (prorated for perio d to be employed by fiscal year)* budget increase, the
l. Projected Expenditures: a.
Indicate
.
Fiscal Year (s) affe cte d - usually current fiscal year and following fiscal
04/05) b. Indicate:
year (i.e.,
FY 03/04 and FY
if current budget and level of staffing will absorb the costs additional, or increased bu dg et or staffing will be required "R" - if recurring annual costs c. Indicate: "NR" if one-time, non-recurring costs, such as s tart- up , contract or equipment costs d. Attach additional projection schedules if two years does not adequately project revenue and cost patterns e. Costs may be nette d or shown as an o ffset if some cost savings are pr oj ec ted (explain in Section 3 Narrative) "A"
"N" if new,
Finance Director:
� 6
-----:"" Column
Check here if 1�0 fiscal impact
2 16/17
#: Expenditure
Classification
FY
3 "A" Costs
Absorbed
"R''
4 Costs
Rec urring
FY
5 17/18
6
7
"A" Costs Absorbed
"R" Costs-
Recurring
or "NR"
or"NR"
or"N"New
New
Non-
Budget
Non-
Budget
recurring
Required
recurring
or
"N"
8 Fund Affected
Required
Personnel*
"""$
$
Fringe**
�$
�
Capital
=-$
$
Outlay
Land/ Building
Professional
___
__ _
__ _
$ ::�
