HomeMy WebLinkAboutPACKET Town Board Strategic Planning Retreat 2018-06-08Prepared 06/01/18
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TOWN BOARD
Strategic Planning Retreat
Friday June 8, 2018
8:30 am – 1:00 pm
Museum Meeting Room
(Subject to change)
(g) Investment of significant staff time
$ Investment of significant funds
8:30 – 9:00 INTRODUCTION AND REVIEW OF CURRENT STRATEGIC PLAN
Meeting Purpose: High level identification of strategic needs; in-depth
discussion of issues selected will happen later.
Financial overview:
Where are we with fund balance and anticipated revenue.
Review of CIP. (Hudson & Machalek)
Process for today. (Lancaster)
9:00 – 9:30
OUTCOME AREA DISCUSSIONS
(Department Heads will provide specific needs and input as appropriate
in each outcome area discussion)
Town Financial Health
1. Review of 2018 Objectives/Goals.
2. New Objectives/Goals:
Review of Admin Support to other Entities.
Annexations / Service Provision in Unincorporated Areas.
Other.
9:30 – 10:00 Robust Economy
1. Review of 2018 Objectives/Goals.
2. New Objectives/Goals:
Economic Incentives / Fee Waiver Pool. $
Other.
10:00 – 10:30 Infrastructure
1. Review of 2018 Objectives/Goals.
2. New Objectives/Goals:
Prepared 06/01/18
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Parking
Aggressively Pursue Funding for Additional Parking. (g)
Implementation of Parking Plan Recommendations. (g) $
Utilities
Broadband/ Smart Grid Implementation. $
Stormwater
Pursue Funding for Mitigation Projects & Stormwater Utility. (g) $
Facilities
Facilities Master Plan and Needs Assessment $ (g)
Update A/V system in Board Room $
Greenhouse Expansion $
Other.
10:30 – 10:45 Exceptional Guest Services
1. Review of 2018 Objectives/Goals.
2. New Objectives/Goals:
None.
10:45 – 11:15 Public Safety, Health and Environment
1. Review of 2018 Objectives/Goals.
2. New Objectives/Goals:
Police
Police Officer Staffing Levels. Two Officers Requested in 2018,
One Funded. $
Building Inspection
Transition to Larimer County.
Waste and Recycling
Expanded Recycling Beyond Services Offered by Larimer
County.
Other.
11:15 – 11:45 Outstanding Community Services
1. Review of 2018 Objectives/Goals.
2. New Objectives/Goals:
Prepared 06/01/18
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Community Funding Requests – Recommend Elimination of In-
Kind Funding & Replace with Community Grant Request Pool. $
Small Dedicated Funding for Philanthropy Committee.
Housing?
Child Care?
Community Development
Comprehensive Plan. $ (g) (2018 and 2019)
Development Code Updates and Revisions. (g)
Staffing Request – Planning Tech – 2018 Request Not Funded. $
Staffing Request – Planner 1 – New Request. $
Downtown Plan
Wayfinding Implementation. $ (g)
Funding? DDA/URA (g)
Other.
11:45 – 12:00 LUNCH
12:00 – 12:30 Governmental Services and Internal Support
1. Review of 2018 Objectives/Goals.
2. New Objectives/Goals:
Town Clerk
Philosophy on Business Licensing. $
Human Resources
Future of Human Resources Management. (g)
Expansion of Home Ownership Program Funding $
Master Leases for Employee Housing. $
“Bunk House” On Call / Seasonal Housing. $
Employment Engagement/Satisfaction Survey. $
Wellness Initiatives for Employees. $
Information Technology
Staffing Request Cyber Security– 1FTE – 2018 Request Not
Funded. $
Other.
12:30 – 1:00 Transportation
Prepared 06/01/18
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1. Review of 2018 Objectives/Goals.
2. New Objectives/Goals:
Develop a 2040 Multi-Model Transportation Master Plan. $
Expansion of Shuttle System. $
Remote Gate at Parking Structure. $
Other.
OTHER ISSUES: (Time Permitting)
WRAP UP AND CONCLUSIONS
NEXT STEPS
1. Staff compiles info and prepares draft Strategic Plan outline and map.
2. Board reviews draft plan, making any adjustments deemed necessary.
3. Board adopts Strategic Plan.
4. Budget is prepared based on Strategic Plan.
*These are specific issues raised by department heads and trustees from the series of
study sessions held earlier this year. These are not intended to be all inclusive, but only
highlighted items for discussion.
*Outcome areas, Goals and Objectives are not listed in any priority order
KEY OUTCOME AREAS GOALS (5-7 YEARS)2018 BOARD OBJECTIVES (1 year time frame)
a. We will work to make Town codes and regulations more user-friendly
and easier to understand and use, while ensuring they are effective and
enforceable and support development.
1. Accelerate code updates and improvements
b. We will construct and maintain a high-speed broadband network for
businesses and residents. 2. Decide on a course of action and delivery model for Broadband in the Estes Valley
c. We will create and sustain favorable business climate and attitude
3. Where appropriate, the Town will play a supportive role with specific local and/or
regional economic development projects, including but not limited to those outlined in
the EDC Economic Strategy Plan
d. The Town will encourage events, activities and development that
enhance a year round economy.
4. Complete Downtown Neighborhood Plan and develop implementation options in
partnership with the downtown residents and businesses.
6. Continue to participate in local, regional, and state economic development.
a. We will develop plans and build the financial strength for redundant
raw water sources to our water treatment plants. 1. Engage the Community in discussions of the role of renewable energy in Estes Park
b. We will continue to address parking options throughout the Town.2. Develop an overall parking strategy plan with input from residents, businesses and
guests
c. Use results from PRPA Technical and financial studies to establish long
term energy goals 3. Implementation of Parking Plan recommendations, including funding options
d. We will pursue flood mitigation measures to reduce the risk to lives
and properties and minimize costs to the community.4. Pursue funding for flood mitigation projects
2 Infrastructure - We have reliable, efficient and
up-to-date infrastructure serving our
residents, businesses and guests.
Town of Estes Park 2018 Strategic Plan: Vision, Mission and Goals*
VISION: The Town of Estes Park will enhance our position as a premier mountain community.
MISSION: The Mission of the Town of Estes Park is to provide high-quality, reliable services for the benefit of our citizens, guests and employees, while being good stewards of public resources and our natural setting.
1 Robust Economy - We have a diverse, healthy
year-round economy.
e. The Town will participate as a partner in local, regional and state
economic development efforts.
Page 1 of 5
*Outcome areas, Goals and Objectives are not listed in any priority order
KEY OUTCOME AREAS GOALS (5-7 YEARS)2018 BOARD OBJECTIVES (1 year time frame)
Town of Estes Park 2018 Strategic Plan: Vision, Mission and Goals*
VISION: The Town of Estes Park will enhance our position as a premier mountain community.
MISSION: The Mission of the Town of Estes Park is to provide high-quality, reliable services for the benefit of our citizens, guests and employees, while being good stewards of public resources and our natural setting.
1 Robust Economy - We have a diverse, healthy
year-round economy.e. We will complete stall replacements at the Fairgrounds 5. Implement recommendations of stormwater master plan (tentative, based on
future board discussions)
6. Explore options for incentives for developers to include renewable energy
infrastructure in workforce and attainable housing
7. Develop a facilities needs assessment in 2019
a. We will explore options for the future ownership and operation of the
Conference center
1. Partner with other entities to conduct a Visitor Needs Survey
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a. We will improve and protect the quality of the environment.1. Participate as a partner in the County's regional wasteshed planning.
b. We will implement projects and policies which promote sustainability.2. We will prioritize and pursue projects and funding to reduce flood risk and flood
insurance costs for the property owners and businesses of the Estes Valley
c. We will maintain safe and healthy environments on Town-owned
properties.
d. We will investigate alternative technologies for recycling and waste
management.
e. We will work in partnership with the Estes Valley Watershed Coalition,
to restore stream corridors damaged by the 2013 flood and to implement
resiliency projects to protect streams and property from future flooding.
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Public Safety, Health and Environment - Estes
Park is a safe place to live, work, and visit
within our extraordinary natural environment
Exceptional Guest Services - We are a
preferred Colorado mountain destination
providing an exceptional guest experience.
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Infrastructure - We have reliable, efficient and
up-to-date infrastructure serving our
residents, businesses and guests.
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*Outcome areas, Goals and Objectives are not listed in any priority order
KEY OUTCOME AREAS GOALS (5-7 YEARS)2018 BOARD OBJECTIVES (1 year time frame)
Town of Estes Park 2018 Strategic Plan: Vision, Mission and Goals*
VISION: The Town of Estes Park will enhance our position as a premier mountain community.
MISSION: The Mission of the Town of Estes Park is to provide high-quality, reliable services for the benefit of our citizens, guests and employees, while being good stewards of public resources and our natural setting.
1 Robust Economy - We have a diverse, healthy
year-round economy.
a. We will serve as a catalyst to develop available housing solutions for
underserved segments of our community
b. We will serve as a catalyst to encourage infant and childcare solutions
for our community.
1. Define housing needs and identify potential plans for action. Develop a strategy for
addressing workforce housing demands, reflecting the housing needs assessment
implementation strategies.
c. We will work to make Town codes and regulations more user-friendly
and easier to understand, while ensuring they are effective, enforceable
and support reasonable development. 2. Develop and adopt appropriate code changes to encourage housing development
3. Begin implementation of the Downtown Plan
4. Explore code changes that could encourage childcare services
1.Complete Biennial Ctizen Survey in 2018
a. We will maintain a well-trained and educated town staff.
Public Safety, Health and Environment - Estes Park is a safe place to live, work, and visit within our extraordinary natural environment
Outstanding Community Services - Estes Park
is an exceptionally vibrant, diverse, inclusive
and active mountain community in which to
live, work and play, with housing available for
all segments in our community.
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Governmental Services and Internal Support -
We will provide high-quality, reliable basic
municipal services for the benefit of our
citizens, guests, and employees, while being
good stewards of public resources
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Page 3 of 5
*Outcome areas, Goals and Objectives are not listed in any priority order
KEY OUTCOME AREAS GOALS (5-7 YEARS)2018 BOARD OBJECTIVES (1 year time frame)
Town of Estes Park 2018 Strategic Plan: Vision, Mission and Goals*
VISION: The Town of Estes Park will enhance our position as a premier mountain community.
MISSION: The Mission of the Town of Estes Park is to provide high-quality, reliable services for the benefit of our citizens, guests and employees, while being good stewards of public resources and our natural setting.
1 Robust Economy - We have a diverse, healthy
year-round economy.
b. We will provide adequate funding for staffing needed to provide the
appropriate level of services to our citizens and guests.
c. We will conduct a citizen survey biennially to measure our
performance and citizen preferences.
a. We will continue to reduce traffic congestion throughout the Town.
1. Installation of left turn lane on US 36 at Community Drive
2. Explore potential for Safe Routes to School Funding
3. Continue preventative maintenance activities on Town roads, as adequate funds
become available.
4. Pursue acquiring electric trolleys and supporting charging stations
c. Coordinate transportation planning with the transportation and transit
plans of RMNP
5. Investigate the costs and opportunities to expanding transit services including
possibly applying for funding from FTA for June 2018 funding cycle
d. We will continue to develop connectivity of trails in the Estes Valley in
partnership with other local entities as described in the Estes Valley Trails
Master Plan.
6. Develop a wayfinding signage plan for the downtown neigborhood, coordinated
with the Downtown Neighborhood Plan.
e. We will Include bike/pedestrian lanes wherever possible along with
the street improvements.7.Further investigate the formation of a Rural Transit Authority
f. We will provide safe access for users to the trail system 8. Pursue funding opportunities for construction of the Fall River Trail
a. Continue to evaluate financial policies that provide adequate fund
balances and reserves. 1. Develop and adopt a comprehensive debt/capital financing policy
8 Town Financial Health - We maintain a strong
and sustainable financial condition, balancing
expenditures with available revenues,
including adequate cash reserves for future
needs and unanticipated emergencies.
Transportation - We have safe, efficient and
well maintained multi-modal transportation
systems for pedestrians, cyclists, vehicles and
transit.
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b. The street rehabilitation efforts will result in an average pavement
condition index of 70 or above for the Town street network by 2024.
Governmental Services and Internal Support -
We will provide high-quality, reliable basic
municipal services for the benefit of our
citizens, guests, and employees, while being
good stewards of public resources
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*Outcome areas, Goals and Objectives are not listed in any priority order
KEY OUTCOME AREAS GOALS (5-7 YEARS)2018 BOARD OBJECTIVES (1 year time frame)
Town of Estes Park 2018 Strategic Plan: Vision, Mission and Goals*
VISION: The Town of Estes Park will enhance our position as a premier mountain community.
MISSION: The Mission of the Town of Estes Park is to provide high-quality, reliable services for the benefit of our citizens, guests and employees, while being good stewards of public resources and our natural setting.
1 Robust Economy - We have a diverse, healthy
year-round economy.2. Explore areas for enhancing Town revenue
8 Town Financial Health - We maintain a strong
and sustainable financial condition, balancing
expenditures with available revenues,
including adequate cash reserves for future
needs and unanticipated emergencies.
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6/13/2018
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2019 Financial Overview
Financial Reserve Policies
Policy 660 – Fund Balance
General Fund
Requires a 20% fund balance reserve
20% of total expenditures
Other Governmental Funds
No minimum
Cannot be negative
Light and Power Fund
1.25 debt coverage ratio - bond requirement
90 day O&M
Water Fund
1.1 debt coverage ratio – self imposed
6/13/2018
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General Fund Projection
General Fund Year End for 2017
$2,122,505 at 12-31-17
10% reserve at year end
Fish Creek Grant Collection
$2,037,892 Received March 8 from Larimer County
If received prior to Feb 28, would have been 19.8%
2018 Projection for General Fund
$4,583,385 per 2018 budget
22% of expenditures for 2018
Planning Projection Assumptions –
2019 to 2023
Revenue Assumptions Built into Projections
General revenue increases 2%
Sales tax revenue increase 3%
Property tax revenue increase 2%
Interest income 3%
Expense Assumptions Built into Projections
Inflationary cost increases 2%
Health care costs increases 8%
6/13/2018
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Planning Projection Assumptions –
2019 to 2023
Operational Revenues & Expenses Only
Does not include one time revenues
Grants
Insurance proceeds
Donations
Does not include capital expenses
Focused on operating expenses
Removed one time expenses
i.e. Centennial Celebration
5 Year Projection - $ Available for Capital
2019 includes available fund balance for one time expenditures and funds
from annual operations
2020 to 2023 includes only available funds from annual operations
Fund 2019 2020 2021 2022 2023
General Fund 700,000 ‐ ‐ ‐ ‐
Community Reinvestment Fund 280,797 ‐ ‐ ‐ ‐
Open Space Fund 362,081 367,309 374,426 381,670 389,035
Trails Expansion Fund 292,037 45,817 50,469 55,326 60,395
Streets Fund 1,744,617 1,060,567 1,097,864 1,136,301 1,175,904
Total Avail for General Govt Projects 3,379,532 1,473,693 1,522,759 1,573,297 1,625,334