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

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

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

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CO

UN

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CITY

STAFF

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

5City of Walnut Creek

Community Conversation #1: Community Conversation #1: Goals definedGoals defined

6City of Walnut Creek

Community Conversation #2:Community Conversation #2: Goals weightedGoals weighted

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

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

9City of Walnut Creek

StaffStaff’’s Role: Scoring Programss Role: Scoring Programs

Sample Only

Basic Attributes

Goals

10City of Walnut Creek

Program Costing SheetProgram Costing Sheet

11City of Walnut Creek 11

Resource Alignment Diagnostic Tool Resource Alignment Diagnostic Tool (2011(2011--12 Budget)12 Budget)

12City of Walnut Creek 12

Resource Alignment Diagnostic Tool Resource Alignment Diagnostic Tool (2011(2011--12 Budget)12 Budget)

DEMONSTRATION OF MODEL

13City of Walnut Creek

Programs that Scored Programs that Scored ““44”” in in ““MandatedMandated”” AttributeAttribute

13

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*

15City of Walnut Creek

Budget Budget BookBook BudgetBudget StoryStory

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

17City of Walnut Creek

Changed the way we Changed the way we communicatecommunicate……

18City of Walnut Creek

……from columns and gridsfrom columns and grids……

19City of Walnut Creek

……to something with more contextto something with more context

20City of Walnut Creek

and linked to PBB goalsand linked to PBB goals

21City of Walnut Creek

22City of Walnut Creek 22

And coming soonAnd coming soon……a a ““dashboarddashboard””

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