City of Santa Rosa
Council Priority Setting Workshop
–
Item 2.1
February 6, 2024
The JGA Team
Greg Devereaux, JD
Senior Facilitator
Nicole Beach, PMP
Senior Facilitator
Jacob Green, MPA
Principal-in-Charge / Lead Facilitator
Presentation Agenda
1. Why Conduct a Priority Setting Workshop
2. Santa Rosa Process
3. Priority Setting Fundamentals
4. Next Steps
Outcome =
Make Lasting Impact
Public Hearing for
Budget Priorities
January 2024
Council Interviews
Priority Setting
Discussion
Work Plan & Dashboard
Development
Public Input
at Budget
Review
Process
Budget Adoption
Santa Rosa Process
January 2024 February 2024 Feb-April 2024 May 2024 June 2024 Public Input 1 Public Input 2 Public Input 3
Goal Setting Elements
1. System
2. Mission, Vision, Values
3. Goals/Objectives
System
Council
Community
Goals/Objectives & Budget
City Manager
Exec Team
Staff
Building Organizational Alignment
“Evolution
not
Revolution”
Goal Setting Fundamentals
System:
1. Council/Manger Form of Government
2. Council vs. Council Member Authority
3. District vs. Citywide Responsibility
4. Council Direction & Inquiries to Staff
5. Relationship Between Goals & Budget
Public Hearing Input – January 9, 2024
More small parks throughout
Roseland
Active transportation & bike
paths/infrastructure, 15%
transportation fund for low-
stress bike network
Housing, workforce housing, &
Low-income housing,AB 602
Community Advisory Board More parks & public places Greenway planning & maintenance
Multi-modal transit planning Waiver Housing Impact Fees Development fee reform/waivers
Downtown development Schools and education Santa Rosa Teen Council, youth internship program
Overall economic development Quality childcare Public safety Traffic consideration –
Hearn Ave. Wednesday Night Market Southeast Greenway parks Mission, Vision, Values
Goal Setting Fundamentals
Vision:
Santa Rosa – Leading the North Bay
Mission:
To provide high-quality public services and cultivate a vibrant, resilient and livable city.
Goal Setting Fundamentals
Values:
1. Excellence
2. Innovation
3. Teamwork
4. Integrity
5. Inclusiveness
6. Transparency
“Everything is Good”
Challenge
Santa Rosa Goals
Deliver Housing for All
01 Reduce Homelessness
and its impacts02
Ensure a healthy and
safe community for all
03 Promote economic
and community
vibrancy
04 Build and maintain
sustainable
infrastructure
05 Achieve organizational
excellence06
Address Climate
Change
07 Goal: Short statement of the desired outcome to be accomplished over a long period of time, formed from Vision.
Objective: What will city do to meet goals.
Strategies: How each objective will be addressed (initiatives, measurable results).
HierarchyGoals vs. Objectives vs. Strategies
Santa Rosa City Example
Goal #1: Deliver Housing for All
Objective 1.1: Implement a Down Payment
Assistance Program
Strategy 1.1.1: Conduct Lender Meetings
(Projects/Programs – Work Plans)
Public Hearing for
Budget Priorities
January 2024
Council Interviews
Priority Setting
Workshop
Work Plan & Dashboard
Development
Public Input
at Budget
Review
Process
Budget Adoption
Santa Rosa Process
January 2024 February 2024 Feb-April 2024 May 2024 June 2024 Public Input 1 Public Input 2 Public Input 3
The Next Step - Work Plans
A fully customizable Portfolio-level view
offers a high-impact visual across all
activities.
Drill-down into each program
level for task and milestone level
detail, represented graphically
and in a table view.
The Next Step – Progress Dashboard
Flexible
Customizable
Dynamic
Automated
Public and/or
Staff Visibility
The City of Santa Rosa, California
Work Plan Status Dashboard
Fiscal Update
Council Priority Setting Workshop
–
Item 2.1
Alan Alton
Chief Financial Officer
Fiscal Update & Long-Range Financial Plan
Current Issues
• General Fund Structural Deficit
• Deferred Maintenance
• Over-extended and Under-funded
• Future Labor Costs and Inability to Retain Employees
Fiscal Update & Long-Range Financial Plan
General Fund Budget vs Actual – Past Five Years
Fiscal Update & Long-Range Financial Plan
Fiscal Update & Long-Range Financial Plan
Revenues
Transfers In
Total Revenues & TI
Expenditures
Transfers Out
Total Expenditures & TO
Surplus (Deficit)
$230K General Fund
Subsidy to Golf
Course
FY 27-28
City of Santa Rosa
Base Long Range Financial Forecast
FY 24-25
$211.5
2.4 $229.0
2.5 FY 28-29
233.4
2.6 $213.9
211.3
7.7 $219.1
($5.2) ($6.8)
FY 26-27
$222.9
2.5 $225.4
224.7
9.3 FY 25-26
$216.9
2.4 $219.3
217.0
$234.0
($8.6)
9.1 $226.2
$665K rev & exp for
Roseland Pvmnt
Maintenance from
SoCo discontinued
ARPA funds for
Homeless Services
expire, +$2M
annual Transfer Out
ongoing
($11.0)
$235.9
242.1
9.1 $251.1
($15.2)
$231.5
233.0
9.5 $242.5
Fiscal Update & Long-Range Financial Plan
Where Do We Go From Here?
• Reset and Rethink the General Fund – Shift the Paradigm • Focus on Core Services
• Add Revenue and Protect Current Revenue
• Reprioritize Program Funding
Fiscal Update & Long-Range Financial Plan
How Do We Get There?
• Strategic Use of Reserves
Bridge Funding Gap With Fiscal Stability Reserves, GF Reserves • Protect Existing GF Operating Revenue
Need All Funding Possible for Current Operations
Revenue Growth is Not New Revenue
• Respect the Process
Analysis Must Be Completed Before Adding Costs
Thank you
Public Comment
Adjourn to Closed Session
PUBLIC EMPLOYEE PERFORMANCE EVALUATION pursuant to
Government Code Section 54957
Title of Position: City Manager