Influence of Planning Processes on the Operating and Capital Budget
Budget Summaries - Section 4
The Town utilizes several planning processes that affect the development of the operating budget. Effective planning processes assist that Town in assessing the financial implications of current and proposed policies, programs and assumptions. An effective plan illustrates the likely outcomes of particular courses of action.
Name of Plan: General Government Long-Range Financial Forecast
Type of Planning Process
Five-year plan to facilitate long-term financial planning.
Description of Planning Process
Forecast of revenues, expenditures, service levels and staffing needs.
Budget Impact
Allows for priority allocation of resources & expenditure control.
Name of Plan: Strategic Plan
Type of Planning Process
Five-year plan that involves the development and prioritization of strategic goals along with measureable strategies and objectives.
Description of Planning Process
Town Council identificatoin of critical success factors necessary for the Town to operate at its best.
Budget Impact
Ensure that projects, programs and services are aligned with the Strategic Plan's set goals and outcomes.
Name of Plan: Computer Replacement
Type of Planning Process
Three-year plan of the replacement of computers and other technology items.
Description of Planning Process
Development of replacement intervals based on equipment age, usage and lifetime repair costs.
Budget Impact
Timing and sizing of replacement & technology upgrade costs.
Name of Plan: Capital Improvements Plan (Fund 50)
Type of Planning Process
Five-year plan of major infrastructure development and improvements.
Description of Planning Process
Town Council indentification of projects; prioritizing; costing; timing; financing and project management.
Budget Impact
Predictable funding/reserve levels, long-term financial planning.
Name of Plan: Facilities Repair & Replacement (Fund 81)
Type of Planning Process
Five-year plan by facility and maintenance activity or project.
Description of Planning Process
The prioritization of departmental requests for projects and schedule & funding of maintenance requirements.
Budget Impact
Stability of General Fund & capital reserves.
Name of Plan: Fleet, Tools, Equipment Repair & Replacement (Fund 82)
Type of Planning Process
Five-year plan of scheduled vehicle and heavy equipment replacement.
Description of Planning Process
Development of replacement intervals based on equipment age, usage and lifetime repair costs.
Budget Impact
Timing and sizing of replacement costs & financing.
Name of Plan: Parks Capital Maintenance
Type of Planning Process
Five-year plan by facility, maintenance activity or project.
Description of Planning Process
Identifies, prioritizes and schedules improvements to parks, medians and grounds.
Budget Impact
Stability of General Fund & capital reserves.
Name of Plan: Street Maintenance
Type of Planning Process
Five-year plan to maintain and improve roadways, sidewalks, curbs and gutters.
Description of Planning Process
Inspection, prioritization and scheduling of surface repair and preventative maintenance of streets.
Budget Impact
Stability of General Fund, and revenue from State Gas Tax, Measure T, Senate Bill 1 (SB1) & potential grant appropriations.
Name of Plan: ADA Transition Plan (Funded in Fund 50)
Type of Planning Process
A five-year guidance document focused on improving the accessibility of facilities and pedestrian rights-of-way within Town limits.
Description of Planning Process
A detailed outline of the methods to be used to make facilities accessible by planning cost level estimates.
Budget Impact
Predictable funding/reserve levels, long-term financial planning.
Name of Plan: General Plan
Type of Planning Process
A twenty-year document that outlines future development and incorporates elements including: Land Use, Circulation, Housing, Conservation, Open Space, Noise and Safety.
Description of Planning Process
Comprised of elements that provide a comprehensive slate of townwide policies and goals for development including housing and circulation. The General Plan influences the regulation in the Municipal Code, particularly the zoning and design ordinances.
Budget Impact
Stability of General Fund.
Name of Plan: Climate Action Plan
Type of Planning Process
Strategy to achieve emission reductions that will align local levels to levels consistent with State goals to reduce greehouse gas emissions to 1990 levels by 2020 and 40 percent below 1990 levels by 2030.
Description of Planning Process
Compiles existing and potential strategies (i.e., actions, projects and programs) that the Town's government and the community can use to address climate change.
Budget Impact
Stability of General Fund revenues and capital reserves to comply with General Plan provisions.
Influence of Planning Processes on Water and Wastewater Enterprise Funds
Name of Plan: Utility Rate Plan
Type of Planning Process
Five-year plan to fund capital projects and long-term financial stability of Enterprise Funds.
Description of Planning Process
Forecast of revenues, expenses, service levels and personnel.
Budget Impact
Allows for priority allocation of resources & expense control.
