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HomeMy WebLinkAboutAgenda CC 02.23.2009 WorkshopNotice of Meeting of the Governing Body of the City of Georgetown, Texas FEBRUARY 23, 2009 The Georgetown City Council will meet on FEBRUARY 23, 2009 at 4:15 P.M. at the Council Chamber at 101 E. 7th Street If you need accommodations for a disability, please notify the city in advance. Policy Development/Review Workshop - A Workshop discussion of the Comprehensive Annual Financial Report for Fiscal Year Ended September 30, 2008 -- Leticia Zavala, Controller and Micki Rundell, Director of Finance and Administration B Update of the 2008/09 Budget Priority Listing and preliminary discussion of the priorities for the 2009/10 Annual Budget, as well as, overview of the 2009/10 Budget Calendar -- Micki Rundell, Director of Finance and Administration and Paul Brandenburg, City Manager C Annexation Report -- Edward G. Polasek, AICP, Principal Planner and Elizabeth Cook, Acting Director of Community Development D Consideration of the 2030 Plan Annual Update and Possible Direction to Staff regarding the list of proposed Comprehensive Plan Amendments -- Jordan Maddox, AICP, Planner III and Elizabeth Cook, Acting Director of Community Development Executive Session In compliance with the Open Meetings Act, Chapter 551, Government Code, Vernon's Texas Codes, Annotated, the items listed below will be discussed in closed session and are subject to action in the regular session. E Sec.551.071: Consultation with Attorney 1. Advice from attorney about pending or contemplated litigation and other matters on which the attorney has a duty to advise the City Council, including this week's agenda items 2. Mark Shelton v. City of Georgetown, et al;Cause No. A07CA063; in the United States District Court for the Western District of Texas, Austin Division 3. Lear v. Jimmy Lewis Fennell and City of Georgetown,Cause No. A08-CA-719LY, in the United States District Court for the Western District of Texas Austin Division 4. First Citizens Bank & Trust Company v. City of Georgetown,Cause No. D-1-GN-08-02325, 53rd Judicial District, Travis County, Texas 5. Discussion of legal issues related to payment obligations for the Public Utility Improvements under the "Development Agreement with Forestville Associates, a Maryland General Partnership, regarding development of Wolf Ranch" dated September 11, 2003 6. Berry Creek Partners v. City of Georgetown, Cause No. 08-767-C277, in the District Court of Williamson County, 277th Judicial District 7. 3 B&J Wastewater M.U.D. Permit Request F Sec.551.086: Competitive Matters - Discussion regarding Power Supply Contract negotiations -- Jim Briggs, Assistant City Manager for Utility Operations G Sec. 551.087: Deliberation Regarding Economic Development Negotiations - Discussions or deliberations regarding commercial or financial information that the governmental body has received from a business prospect that the City Council seeks to have locate, stay or expand in or near the territory of the City and with which the City Council is conducting economic development negotiations; or to deliberate the offer of a financial or other incentive to a business prospect that the City Council seeks to have locate, stay or expand in or near the territory of the City and with which the City Council is conducting economic development negotiations - Project Erin. -Winery. -Lab Now. H Sec.551.074: Personnel Matters - City Secretary Interviews Adjournment Certificate of Posting I, Sandra Lee, City Secretary for the City of Georgetown, Texas, do hereby certify that this Notice of Meeting was posted at City Hall, 113 E. 8th Street, a place readily accessible to the general public at all times, on the _____ day of _________________, 2009, at __________, and remained so posted for at least 72 continuous hours preceding the scheduled time of said meeting. __________________________________ Sandra Lee, City Secretary City of Georgetown, Texas February 23, 2009 SUBJECT: Workshop discussion of the Comprehensive Annual Financial Report for Fiscal Year Ended September 30, 2008 -- Leticia Zavala, Controller and Micki Rundell, Director of Finance and Administration ITEM SUMMARY: The City’s auditors and City staff will present the City’s Comprehensive Annual Financial Report for the Fiscal Year Ended September 30, 2008. The City’s external auditors, with the firm of Brockway, Gersbach, McKinnon and Niemeier, P.C. Certified Accountants, will also discuss the results of the auditors’ independent audit of the CAFR, compliance with grant auditing standards, testing over internal controls and fraud risk assessment. COMMENTS: Acceptance of this report is included on the consent Council agenda. FINANCIAL IMPACT: SUBMITTED BY: Micki Rundell ATTACHMENTS: CAFR Presentation Cover Memo Item # A Comprehensive Annual Financial Report for the Year Ended September 30, 2008 Council Workshop February 23, 2009 Item # A CAFR Presentation • Introduction • Highlights of Operations - Compliance • Audit Reports Item # A Financial Reporting • Required by state law, City Charter and bond covenants • City Council hires the external auditors – Assurance of accurate reporting and financial integrity • Auditors – Provide oversight of financial operations – Review operations and issue opinion on financial statements Item # A Purpose of Financial Reporting • Present fairly the financial results of operations • Discloses compliance with budget, bond covenants and other policies • Used by governmental accounting professionals, bond rating analysts, etc – used to determine credit worthiness, and economic stability – presentation not focused to “average person” Item # A What is GAAP and GASB? • Generally Accepted Accounting Principals (GAAP) – The rules and standards by which all financial reporting is presented and prepared Item # A What is GAAP and GASB? • Governmental Accounting Standards Board (GASB) – The oversight body for accounting standards for governmental entities Item # A The CAFR “Comprehensive Annual Financial Report” • Transmittal Letter • Auditor’s Report • Management’s Discussion and Analysis • Govt-wide financial statements • Fund financial statements • Supplemental schedules • Statistical Section Item # A Government-wide Statements • Separated into two functions: – Governmental Activities • Governmental Funds - General, Special Revenue, General Capital Projects, Debt Service • Functions such as Public Safety, Parks, Library, Streets, General Government (admin) • Internal Service Fund Activity – “Business-Type Activities” • Utility Funds (including CIP), Airport, Stormwater, Item # A Government-wide Statements • Two Statements – Statement of Net Assets • Similar to Balance Sheet • Full accrual – Recognizes long-term debt and fixed assets for governmental activities – Statement of Activities • Similar to an Income Statement – Expenses and Revenues generated by each function – General revenues separated from program revenues – Includes depreciation Item # A Statement of Net Assets Total of $374.8M net assets • $302.6M - the value of investment in capital assets – Net of debt payable not including unexpended debt proceeds – Accumulated depreciation • $1.2M reserved for General Debt service • $23.8M reserved for capital projects – Bond proceeds and impact fees • $47.2M is unrestricted – Includes contingency, fund balances budgeted for CIP projects, and SIP fees Item # A Statement of Net Assets • $47.2M “Unrestricted” – $13.35M - contingency reserves – $18.2M - encumbrances/contracts – $2.06M - general fund – $3.5M - special revenue funds – $10.1M - internal svc and enterprise funds Item # A Statement of Activity Total $112.1M program expenses –Includes depreciation –Does not include capital • $92.1M charges for service – $6.4M governmental charges – $85.7M utility revenue • $493K - operating grants – Library donations, CDBG, FEMA, Public Safety grants • $12M = developer donated infrastructure Item # A Statement of Activity Change in net assets • $12.2M- governmental activities – Includes $909K developer contributions • Streets and annexations • $16.3M - business type activities – $11.1M developer contributions • $6.9M water services infrastructure • $3.4M drainage improvements • $736K electric infrastructure • $27K airport tower Item # A “Modified Approach” • Depreciation included on govt-wide statements – all assets except streets infrastructure • Modified Approach adopted in 2005 for streets infrastructure – Option for reporting the condition of the infrastructure instead of depreciating the infrastructure • Council adopted a pavement condition index (PCI) of “85” to maintain the streets in “good” condition – Reviewed every 3 years – Reviewed in 2008 Item # A “Modified Approach” • Funds reported in CAFR on amount needed and funded to maintain the adopted rate – $4.3M budgeted – $2.6M spent • Projects encumbered will be completed in 2009 • PCI for 2008 increased to 93 – PCI for 2005-2007 was 91 Item # A Fund Statements Item # A Overview of Funds • City has several types of businesses, accounted for in “funds” – Distinct, separate accounting for each purpose – Citizens own each of the funds – City Council sits as the elected board of directors for each company, or fund – City budgets on a fund basis Item # A Overview of Funds • Governmental Funds – Traditional Municipal Services • Fire, Police, Library, Streets, Planning & Development, Parks & Recreation, Municipal Court • General Capital Projects • General Debt Service • Grants and other Special Revenue Funds Item # A Overview of Major Governmental Funds • General Fund – $11.9 million fund balance • Prior year was $10.6 million • Increased contingency $5.35K to $5.85M in 2008 •GTEC – $19.6 million fund balance • Prior year was $20.4 million • General Capital Projects – Facilities – $4.2 million fund balance • Prior year was $14.6 million • Timing of Recreation Center Expansion completion • General Debt Services – Major Fund for 2008 due to debt service payments Item # A Overview of Funds • Proprietary Funds – Enterprise Funds • Provides revenues to fund cost of operations • Similar to a private business • Utility Funds and Airport Fund – Internal Service Funds • Fleet Management • Facilities Maintenance • Information Resources • Joint Services Item # A Overview of Major Proprietary Funds • Electric Fund – Increase in restated net assets from $55.1M to $57.12M • Capital contributions and infrastructure expansion • Electric system historical valuation by McCord Engineering • Water Services Fund – Includes water, wastewater and irrigation – Increase in net assets from $113M to $123.9M – Capital contributions and infrastructure expansion – $6.9M Developer Contributions Item # A Highlights of 2008 Fiscal & Budgetary Policy • Compliance – Utility Debt Times Coverage Ratio • Bond covenants require 1.35 times • City Policy requires 1.5 times • Actual 3.68 times for 2008 – Contingency Reserves • Required minimum of $13.35 million met – Budget - all expenses were within appropriated amounts for the 2007/08 Operating Plan Item # A The Audit Reports • New Auditing Standards for 2008 – Risk Based Audit Standards Implemented – Required additional work by CPA and an evaluation of controls • City receives a “clean opinion” – CAFR fairly represents the City’s financial condition • Report on Internal Controls – Auditor give opinion on internal controls – One significant deficiency but not a material weakness was found Item # A The Audit Reports More Than Remote Remote A B Quantitatively or qualitatively material A Material Weakness Control Deficiency but not a Significant Deficiency or a Material Weakness More than inconsequential but less than material B Significant Deficiency but not a Material Weakness Control Deficiency but not a Significant Deficiency or a Material Weakness Inconsequential (clearly immaterial) C Control Deficiency but not a Significant Deficiency or a Material Weakness Control Deficiency but not a Significant Deficiency or a Material Weakness Likelihood of Misstatement Magnitude of Misstatement That Occurred, or Could Have Occurred Item # A The Audit Reports • Significant Deficiency – Inadequate segregation of duties between payroll processing functions and the personnel functions • HR will enter pay rates • Internal audit procedure for review of edit reports and payroll developed Item # A Comments from External Auditor Lisa McKinnon Brockway, Gersbach, Franklin & Niemeier, P.C. Item # A City of Georgetown, Texas February 23, 2009 SUBJECT: Update of the 2008/09 Budget Priority Listing and preliminary discussion of the priorities for the 2009/10 Annual Budget, as well as, overview of the 2009/10 Budget Calendar -- Micki Rundell, Director of Finance and Administration and Paul Brandenburg, City Manager ITEM SUMMARY: Update on the status of the 2008/09 priorities included in the current budget. Also attached is the updated 2007/08 priority list that was the basis for many of the current projects. Many of those projects spanned multiple budget years. This workshop will be to discuss these projects in context to the upcoming 2009/10 budget, and to provide staff direction in adding new priorities. Another goal will be to determine if and how the Council would like to rank projects. The 2009/10 budget schedule will also be presented. FINANCIAL IMPACT: SUBMITTED BY: Micki Rundell, Director of Finance and Administration ATTACHMENTS: Budget Priority Listings 07/08 Matrix Update Budget Calendar Cover Memo Item # B 2008/09 Strategies Linked to the 2030 Plan In March, the City Council provided direction to staff for the upcoming fiscal year, by numerically ranking a proposed list of new strategies and programs to implement the previously identified priority areas. The proposed list was a culmination of previous year strategies that were on-going, as well as, new programs that were recommended by staff or by input from advisory boards. The list included an estimated cost, assigned division and department, as well as, funding requirement (one-time or on-going). Each Council member was asked to rank the individual programs between 1 (Very High Priority) and 4 (Low Priority) depending on their own preferences. The results were summarized and are included within this section of the budget document. The City Manager then matched available funds to the highest priority projects. Below is a summary of strategies included in the 2008/09 Annual Budget aligned with each individual Policy Principal from the Georgetown 2030 Plan along with Council ranking that required funding to be implemented. Strategies that required staff time or existing resources are included in the summary charts and within the individual department pages of this document. Strategies and Programs phased/continued from 2007/08 to 2008/09 • Inventory Stormwater Drainage system for development and implementation of a Stormwater Master Plan as required to meet federal regulations Policy Principal 4.0 D - MANDATED ⇒ $100,000 to fund the Stormwater Drainage Master Plan Spring/Summer 2009 ⇒ $75,000 is included to complete Transit Oriented Development Drainage Plan In-Process • Continue funding to increase public safety compensation to 95% of Round Rock Policy Principal 4.0 G - RANKING 1.25 ⇒ $732,240 is added to increased compensation for both Fire and Police Completed • Implement the Master Plan for Williams Drive Gateway Redevelopment Policy Principal 2.3 B - RANKING 1.38 ⇒ $1.1M is planned in 2009/10 to purchase right of way $325,000 funded 02/09 to purchase Thompson Tract • Renegotiate or investigate potential new provider for power contracts Policy Principal 4.0 G - RANKING 1.50 ⇒ On-going efforts are underway in GUS Administration and Electric Services On-going • Expand Water service territory to coincide with the provision of other City services where feasible Policy Principal 4.0 F - RANKING 1.63 ⇒ On-going efforts are underway in GUS Administration and Water Services On-going • Continue funding for Wayfinding and Gateway signage program Policy Principal 1.1 D - RANKING 1.88 ⇒ $50,000 is funded in Facilities to continue program I-35 Gateway sign – Summer 2009 • Continue support of Main Street Facade and Sign grant program Policy Principal 1.1 B - RANKING 2.13 ⇒ An additional $28,300 is funded as 1-time expense in the General Fund to expand this program On-going • Increase customer education through aggressive advertisement and promotion of the City’s recycling and composting programs and opportunities Policy Principal 4.0 G - RANKING 2.13 ⇒ $13,750 is added to expanded programs in Environmental Services On-going • Develop and implement service agreement with Jonah SUD and CTSUD to read and bill water meters of mutual customers Policy Principal 1.1 F - RANKING 2.38 ⇒ On- going efforts by Water Services and Finance Administration On-going Attachment number 1 Page 1 of 4 Item # B New Strategies and Programs for 2008/09 • Develop industrial pretreatment program to control and monitor industrial pollutants in the sewer system Policy Principal 4.0 G - MANDATED ⇒ $180,000 is included in Wastewater Services Underway – total cost $100,000 • Develop a strategy for the acquisition of traffic lights Policy Principal 3.0 A - RANKING 1.13 ⇒ $150,000 is funded for signal acquisition in Streets Department On hold • Update of the Overall Transportation Plan Policy Principal 3.0 - RANKING 1.25 Develop a comprehensive bicycle route and sidewalk network In-process Policy Principal 3.0 C - RANKING 2.0 Study design for residential streets that are narrower by design to decrease driver speed and allow for parking, sidewalks, bicyclists and pedestrian travel Policy Principal 3.0 A - RANKING 2.0 ⇒ A total of $180,000 is included in the General Fund as a 1-time project to be used by Transportation and Community Development for these long-term planning projects • Identify, reserve and rezone land for long-term commercial and employment centers Policy Principal 2.1 D - RANKING 1.38 ⇒ $15,000 is included in Community Development’s Planning department Summer 2009 • Implement a traffic management program to include signals, signs and markings and other traffic calming measures Policy Principal 3.0 A - RANKING 1.5 ⇒ $150,000 funded in Transportation Administration to develop signalization program for Austin Avenue and Williams Drive Pushed to 2009/10 • Increase efforts to develop and promote the community’s arts, heritage and cultural festivals to bring more visitors to the City Policy Principal 1.3 D - RANKING 1.63 ⇒ $25,000 is included in Convention Visitors Bureau funded by Hotel Occupancy Tax On-going • Promote neighborhood cleanups in areas that require specific and concentrated efforts for cleanup and building maintenance Policy Principal 1.1 B - RANKING 2.13 ⇒ An additional $10,000 is included in Code Enforcem ent In-process • Utilize Downtown Retail Consultant to determine whether to target national/regional retailers to downtown and how does the City go about recruiting these chains Policy Principal 2.2 C - RANKING 2.38 ⇒ $20,000 included in Main Street Department budget In-process - Retail Steering Committee formed Attachment number 1 Page 2 of 4 Item # B The following charts are all strategies and program s considered by City Council, including the ranking of each and funding status for 2008/09. Strategies and Programs phased /continued from 2007/08 to 2008/09 2030 Plan COUNCIL Policy Priority Project / Strategy Funded Assigned PRIORITY Principal Area Division/Dept RANKING 4.0 D L Begin development of plan to inventory the City’s Stormwater Drainage System prior to federal regulations that will be implemented in 2010 Yes GUS/SysEng MANDATED 4.0 G E Continue development of a funding plan to increase public safety compensation to 95% of Round Rock Yes FIRE / PD / HR 1.25 2.3.B A Implement the Master Plan for Williams Drive Gateway redevelopment Yes MGT SVC/City Mgr 1.38 4.0 G L Renegotiate or investigate a potential new provider for power contracts beyond 2016 (2011 notification date) Yes GUS/Admin 1.50 4.0 F D Expand Water CCN to coincide with the provision of other City services where feasible.Yes GUS/Water Admin 1.63 4.0 D J Develop an on-going funding plan to fully implement market compensation for non-public safety personnel that matches Round Rock compensation for like positions Yes MGT SVC/HR 1.63 1.1.D K Continue funding for Wayfinding and Welcome to Georgetown signage Yes F&A/Facilities 1.88 3.0.B B Research options for implementing a Fixed Route Bus System- Yes TRANS MGT SVC/City Mgr 2.00 1.1.B C Continue support of Main Street Facade and Sign Reimbursement Grant program Yes MGT SVC/MainSt 2.13 4.0 G I Increase customer education through aggressive advertisement and promotion of the city’s recycling and composting programs and opportunities Yes GUS/EnvironSvc 2.13 4.0 C D Develop and implement service agreement/contract with Jonah SUD and CTSUD to read and bill water meters of mutual customers Yes GUS/Water Svc F&A/Admin 2.38 1.1.F F Continue to expand and revitalize existing neighborhood parks Yes COMM SVC/Admin 2.50 Attachment number 1 Page 3 of 4 Item # B Proposed New Strategies and Programs for 2008/09 2030 Plan COUNCIL Policy Priority Project / Strategy Funded Assisgned PRIORITY Pricipal Area Division/Dept RANKING 4.0 G I Develop industrial pretreatment program to control and monitor industrial pollutants in the sewer system Yes GUS/WaterSvc MANADATED 3.0 A B Develop a strategy with Streets and System Engineering for the acquisition of traffic signal lights and implement a plan to insure resource allocation in the fiber system to accomplish this plan. Yes GUS/TRANS 1.13 3 B Update the Overall Transportation Plan Yes COMM DEV/Planning 1.25 2.1.D G Identify, reserve, and rezone land for long-term commercial and employment Yes COMM DEV/Planning 1.38 4.0 G I Participate in a solar demonstration pilot program Yes GUS/Admin 1.43 3.0 A B Implement a traffic management program to include signals, signs and markings, speed limits, conduct speed surveys, monitor and implement traffic calming measures Yes TRANS/Streets 1.50 1.3.D A Increase efforts to develop and promote the communities array of arts, heritage and cultural festivals and events to bring more people to visit the community Yes COMM SVC/CVB 1.63 4.0 G I Utilize the Regional Stormwater Master Plan (RSMP) by building detention ponds and upgrading waterways as needed within the City Yes TRANS/Drainage 1.63 1.1 D G Develop a Conservation and Environmental Resources Plan No COMM DEV/Planning 1.75 4.0 D E Develop the Public Safety Element to the 2030 Plan No COMM DEV/Planning 1.75 1.1 D F Implement a plan to protect the river corridors by acquiring flood plain along the banks of the rivers and develop into parks, trails and green space LT No COMM SVC/Parks 1.75 4.0 G I Develop a single stream recycling program No GUS/EnvironSvc 1.75 2.1.C G Regulating Plans for Mixed Use Land Use areas (start process, set priorities, consultant fees for one or two plans)Yes COMM DEV/Planning 1.88 3.0 C B Develop a comprehensive bicycle route and sidewalk network plan that results in an interconnected system of bicycle paths and sidewalks throughout the community that link all residential areas to schools, shopping, parks and recreational areas Yes COMM DEV/Planning 2.00 3.0 A B Study a new design for residential streets that are narrower by design to decrease driver speed, and allow for parking, sidewalks, bicyclists, and pedestrian travel OTP update Yes COMM DEV/Planning 2.00 4.1.A L Install security cameras and alarms in substations and critical city facilities to guard against vandalism, theft, or sabotage Yes F&A/Facilities 2.00 1.1.B I Promote neighborhood cleanup efforts in areas that require specific and concentrated efforts for cleanups and building maintenance Yes COMM DEV/CodeEnf 2.13 2.1.D A Analyze the cost/benefit of the purchase of industrial commercial property as a publicly owned Business Park to create jobs and increase tax base by controlling the land prices, type of development, and adherence to covenants and deed restrictions. Yes F&A/Admin 2.13 4.0 B I Develop a Green Building Program No GUS/ADMIN 2.13 2.2 C Utilize Downtown Retail Consultant - one time expense to help downtown determine whether it is wanting to target national/regional chain stores to downtown and how exactly we go about recruiting these chains Yes MGMT SVC/Main Street 2.38 2.1 A G Create adequate public facilities ordinance Yes COMM DEV/Planning 2.38 4.0 A L Develop the System Control Center in to an ERCOT approved center Yes GUS/EnergySvc 2.38 1.2 C G Partially fund a "City Council Enterprise GIS Dashboard". A GIS Dashboard is a web page that contains easy to use interactive maps and real-time data from various databases. Key geographic and non-geographic information for everyday decision making is provided by the dashboard No COMM DEV/GIS 2.50 1.1.E I Develop an environmental beautification program No GUS/EnvironSvc 2.50 Attachment number 1 Page 4 of 4 Item # B 20 0 7 / 0 8 C O U N C I L P R I O R I T Y G O A L S & S T R A T E G I E S CI T Y D I V I S I O N R E S P O N S I B I L I T Y F O R I M P L E M E N T A T I O N Co mm unity Dev Co mm unity Svc s Fina nce & Adm in Fire GUS Mgt Sv cs Po lic e Trans porta tio n 20 0 7 / 0 8 C O U N C I L P R I O R I T Y G O A L S & S T R A T E G I E S 1. 1 C o n t i n u e r e v i t a l i z a t i o n a n d e c o n o m i c d e v e l o p m e n t O - O n - g o i n g O * Co n t i n u e i m p l e m e n t a t i o n o f W i l l i a m s D r i v e M a s t e r P l a n r e d e v e l o p me n t √ √ √ C - Co m p l e t e C * Ad o p t r e g u l a t i o n s t o i m p l e m e n t T r a n s i t O r i e n t e d D e v e l o p m e n t √ √ H - H o l d H * Cr e a t e a C o m m u n i t y R e d e v e l o p m e n t s t a f f p o s i t i o n t o o v e r s e e C B D G g r a n t s a n d o t h e r C i t y r e d e v e l o p m e n t p r o j e c t s √ √ U - U n d e r w a y C * Co n t r a c t P u b l i c / M e d i a r e l a t i o n s c o n s u l t a n t t o t a r g e t t r a v e l , t o ur i s m a n d e n t e r t a i n m e n t c o n t a c t s t o p r o m o t e G e o r g e t o w n a s t r a v e l de s t i n a t i o n √ √ C * Im p l e m e n t a c h a n g e o f f o c u s f o r 1 / 4 s a l e s t a x f o r s t r e e t m a i n t e n an c e f r o m r e h a b i l i t a t i v e t o p r e v e n t a t i v e m a i n t e n a n c e √ √ 3. 0 A l l e v i a t e t r a f f i c c o n g e s t i o n C * De v e l o p p l a n t o a s s u m e r e s p o n s i b i l i t y f o r s i g n a l i z a t i o n o f t r a f fi c l i g h t s w i t h i n C i t y , w i t h e x p e c t e d i m p l e m e n t a t i o n b e f o r e 2 0 1 0 √ C * As s i s t T r a n s p o r t a t i o n A d v i s o r y B o a r d i n d e v e l o p i n g f u n d i n g s t r a t e g i e s f o r f u t u r e r o a d p r o j e c t s √ √ √ O * De v e l o p a n d i m p l e m e n t a T r a n s i t S y s t e m M a s t e r P l a n √ √ 2. 2 / 1 . 1 C o n t i n u e i m p l e m e n t a t i o n o f D o w n t o w n M a s t e r P l a n C * Co n s t r u c t g a t e w a y s i g n e l e m e n t f o r n o r t h e n d o f d o w n t o w n o n A u s t i n A v e n u e √ C * Cr e a t e m a s t e r p l a n f o r i n f r a s t r u c t u r e i n d o w n t o w n o v e r l a y d i s t r i c t to d e t e r m i n e i m p r o v e m e n t s n e e d e d t o s e r v e e x i s t i n g a n d f u t u r e de v e l o p m e n t √ 4. 0 I m p r o v e q u a l i t y o f s e r v i c e s w h i l e k e e p i n g p r o p e r t y ta x e s l o w H * Im p l e m e n t A P P A C u s t o m e r S e r v i c e C e r t i f i c a t i o n P r o g r a m t o i m p r o v e s e r v i c e s t o o ur u t i l i t y c u s t o m e r s √ H * Co n t i n u e i m p l e m e n t a t i o n o f c i t y w i d e r e c o r d s m a n a g e m e n t p r o g r a m √ H * Im p l e m e n t I V R p h o n e s y s t e m t o p r o c e s s u t i l i t y c o n n e c t s , d i s c o n n e c t s , e xt e n s i o n s a n d p a y m e n t s t o i m p r o v e c u s t o m e r r e s p o n s e an d e f f i c i e n c y √ √ O * Re n e g o t i a t e o r i n v e s t i g a t e a p o t e n t i a l n e w p r o v i d e r f o r p o we r c o n t r a c t s b e y o n d 2 0 1 6 √ 1. 0 I m p r o v e e m e r g e n c y r e s p o n s e l e v e l s U * Pl a n f o r o p e n i n g o f f u t u r e f i r e s t a t i o n b y h i r i n g 6 a d d i t i on a l f i r e f i g h t e r s √ √ C * Im p l e m e n t t h e p r o m o t i o n s n e c e s s a r y t o o p e r a t e a s u c c e s s f u l S q u a d P r o g r a m √ √ U * Ev a l u a t e o p t i o n s f o r p o s s i b l e r e p l a c e m e n t o f t h e C i t y ' s e x i s t i n g C o m p u t e r A i d e d D i s p a t c h s y s t e m √ √ √ C * Im p l e m e n t a p r o a c t i v e " I M P A C T " t e a m i n P o l i c e t o p r o v i d e h a n d s - o n a n d p o s i t i v e i n f l u e n c e w i t h i n t h e C o m m u n i t y √ √ C * Im p l e m e n t a D i g i t a l V i d e o M a n a g e m e n t S y s t e m √ √ C * Ex p a n d t h e C i t y ' s W a r r a n t C o l l e c t i o n P r o g r a m t o i m p r o v e w a r r a n t p r o c e ss a n d i n c r e a s e s e c u r i t y f o r M u n i c i p a l C o u r t √ √ 1. 3 E x p a n d a n d c o o r d i n a t e P a r k s s y s t e m C * Up g r a d e f e n c i n g f o r b a s e b a l l f i e l d i n S a n G a b r i e l P a r k √ C * De v e l o p a s k a t e p a r k i n S a n G a b r i e l P a r k √ √ C * De v e l o p f u n d i n g p l a n f o r f u t u r e G a r e y P a r k C * Pu r c h a s e r i v e r s p r i n g s p r o p e r t y f o r p r e s e r v a t i o n a n d c o n s e r v a t i o n √ √ C * Ma k e m a j o r r e p a i r s t o R i v e r R i d g e P o o l √ UP D A T E D Attachment number 2 Page 1 of 2 Item # B 20 0 7 / 0 8 C O U N C I L P R I O R I T Y G O A L S & S T R A T E G I E S CI T Y D I V I S I O N R E S P O N S I B I L I T Y F O R I M P L E M E N T A T I O N Co mm unity Dev Co mm unity Svc s Fina nce & Adm in Fire GUS Mgt Sv cs Po lic e Trans porta tio n 20 0 7 / 0 8 C O U N C I L P R I O R I T Y G O A L S & S T R A T E G I E S 2. 1 C o n t i n u e e f f o r t s f o r c o m m u n i t y L o n g - R a n g e P l a n n i n g O - O n - g o i n g C * Co m p l e t e u p d a t e o f C i t y ' s c o m p r e h e n s i v e p l a n √ √ C - Co m p l e t e U * In v e n t o r y t h e C i t y ' s s t o r m w a t e r d r a i n a g e s y s t e m a n d p r e p a r e f o r r e g u l at o r y c h a n g e s i n 2 0 1 0 √ H - H o l d O * Co n t i n u e i m p l e m e n t a t i o n o f v o l u n t a r y a n d i n v o l u n t a r y a n n e x a t io n p l a n √ √ √ √ √ √ √ U - U n d e r w a y C * Cr e a t e r e g u l a t i o n s t o i m p l e m e n t t h e c o n s e r v a t i o n s u b d i v i s i o n s , T ra n s i t O r i e n t e d D e v e l o p m e n t , M i x e d U s e a n d W i l l i a m s D r i v e Ga t e w a y l a n d u s e c a t e g o r i e s √ √ C * Im p l e m e n t P h a s e I I o f G r a p h i c I n f o r m a t i o n S y s t e m ( G I S ) P l a n √ O * Co n t i n u e t o w o r k t o w a r d s i m p l e m e n t a t i o n o f t h e R e g i o n a l W as t e w a t e r M a s t e r P l a n √ √ √ O * Ex p a n d t h e W a t e r s e r v i c e a r e a t o c o i n c i d e w i t h p r o v i s i o n o f o t h e r C i t y S e r v i c e s w h e r e f e a s i b l e √ √ 1. 2 D e v e l o p a n A f f o r d a b l e H o u s i n g P r o g r a m U * De v e l o p t h e H o u s i n g E l e m e n t o f t h e C o m p r e h e n s i v e P l a n √ √ O * Se e k s t a t e a n d f e d e r a l g r a n t f u n d i n g f o r a f f o r d a b l e h o u s i n g p r o g r a m s √ √ √ 1. 0 E x p a n d r e c y c l i n g o p p o r t u n i t i e s a n d e n v i r o n m e n t a l p r o gr a m s * In c r e a s e c u s t o m e r e d u c a t i o n t h r o u g h a g g r e s s i v e a d v e r t i s e m e n t s p r o m o t i n g t h e C i t y ' s r e c y c l i n g a n d c o m p o s t i n g p r o g r a m s √ * Ac t i v e l y p u r s u e g r a n t p a r t i c i p a t i o n t o f u n d p r o j e c t s s u c h a s s o u r c e r e du c t i o n , r e c y c l i n g a n d p u b l i c e d u c a t i o n √ * Pr o m o t e s a l e s a n d u s e o f l a n d s c a p i n g s u p p l i e s s u c h a s m u l c h , s o i l a dd i t i v e s a n d c o m p o s t √ * De v e l o p a c o m m e r c i a l r e c y c l i n g p r o g r a m √ * En c o u r a g e r e c y c l i n g a t a l l C i t y f a c i l i t i e s √ 4. 0 E n s u r e a d e q u a t e s t a f f i n g a n d c o m p e t i t i v e c o m p e n s a t i o n f o r a l l e m p l o y e e s O * De v e l o p o n - g o i n g f u n d i n g p l a n t o f u l l y i m p l e m e n t m a r k e t c o m p e ns a t i o n f o r e m p l o y e e s t h a t m a t c h e s 1 0 0 % C i t y o f R o u n d R o c k co m p e n s a t i o n f o r l i k e p o s i t i o n s √ √ 4. 0 C o n t i n u e i m p l e m e n t a t i o n o f C i t y ' s F a c i l i t y P l a n U * Re h a b i l i t a t e t h e o l d h i s t o r i c F i r e S t a t i o n f o r a l t e r n a t i v e us e s √ √ U * Re h a b i l i t a t e t h e o l d L i b r a r y b u i l d i n g √ C * Co o r d i n a t e t h e c o n s t u c t i o n o f t h e R e c r e a t i o n C e n t e r E x p a n s i o n √ √ C * Co m p l e t e t h e n e w G e o r g e t o w n C o m m u n i c a t i o n s a n d T e c h n o l o g y b ui l d i n g √ √ √ H * De v e l o p p l a n t o a d d r e s s p a r k i n g i s s u e s i n t h e S o u t h w e s t Q u a d r a n t o f d o w n t o w n √ √ H * Be g i n d e s i g n o f F i r e S t a t i o n 5 i n S u n C i t y √ √ √ C * Co n t i n u e i n s t a l l a t i o n o f d e f i b r i l l a t o r s a n d 9 1 1 C a l l b o xe s i n a l l C i t y b u i l d i n g s √ √ 4. 0 I n c r e a s e o p e r a t i o n a l e f f i c i e n c y a n d f i n a n c i a l i n t e g r i ty H * Im p l e m e n t I n v e n t o r y B a r C o d i n g s y s t e m t o i m p r o v e w a r e h o u s e m a n a g e m e n t a n d p r e v e n t p o t e n t i a l m a t e r i a l s l o s s √ H * Pr e p a r e a c i t y w i d e i n f o r m a t i o n t e c h n o l o g y d i s a s t e r r e c o v e r y p l a n √ √ √ √ √ √ √ √ * De v e l o p a n d i m p l e m e n t s e r v i c e a g r e e m e n t w i t h o t h e r l o c a l w a t e r ut i l i t i e s t o r e a d a n d b i l l w a t e r m e t e r s o f m u t u a l c u s t o m e r s √ √ H * Im p l e m e n t a C o m m u n i t y D e v e l o p m e n t p r o c e s s a u t o m a t i o n s y s t e m √ √ √ U * In s t a l l a n d i n t e g r a t e a f i b e r s y s t e m f o r m o n i t o r i n g c a m e r a s a t C i ty o p e r a t e d t r a f f i c s i g n a l s t h r o u g h o u t t h e C i t y √ √ C * Ev a l u a t e s e r v i c e s o f C o n t r a c t S p e c i a l i s t t o r e v i e w a l l C i t y c o n t r a c t s to e n s u r e p r o p e r d o c u m e n t a t i o n , a s w e l l a s , c o n f o r m i t y t o C i t y st a n d a r d s √ √ U * U p g r a d e o r r e p l a c e t h e C i t y ' s a u t o m a t e d m e t e r r e a d i n g ( A M R ) s y s t e m √ √ * R e s o l v e r u n w a y a p p r o a c h o b s t r u c t i o n i s s u e s a t t h e A i r p o r t w i t h F A A an d i m p l e m e n t s o l u t i o n √ UP D A T E D Attachment number 2 Page 2 of 2 Item # B CITY OF GEORGETOWN 2009/10 ANNUAL OPERATING PLAN SCHEDULE – February 2009 The 2009/10 City Managers’ Budget is prepared as a “CORE” budget. Tax rate revenue is projected at the effective rate, increasing only for growth. Other revenues are conservatively projected in early June, and only new projects that meet the Council’s priorities that can be funded within these revenue parameters will be included. FEBRUARY Tasks: ⇒ Preliminary 5-year CIP funding estimates prepared ⇒ Review preliminary final draft list of CIP projects ⇒ Internal Service Fund (ISF) meets with Divisions for 2009/10 needs ⇒ Preliminary salary projections/updates prepared February 9 Council Workshop >Excess Fund Balance February 19 Director’s Leadership <Strategic Plan discussion <2009/10 Staff Recommended Priorities <Overview of Midyear process February 23 Council Workshop >2008 YE CAFR >Process/Priority Update/Review February 27 2008/09 expense review City Manager reviews CY expense MARCH Tasks: ⇒ Draft CIP book is prepared including narratives, maps, photos, and budget impact ⇒ Midyear Review information is completed by departments (includes contingency reductions) ⇒ 5-year long-range financial models updated ⇒ ISF allocations are prepared. ⇒ Preliminary 2009 Assessed Valuation requested from WCAD ⇒ Boards & Commission feedback is forwarded to Council for priority setting input. ⇒ 2009 Bond Rating Presentation March 9 Council Workshop >2009/10 Priority Planning Session >2009 Debt Overview March 19 Director’s Leadership Mid Year packets to departments March 23 Council Workshop >Facilities Update >TMRS >Parks Master Plan March 27 Mid Year packets due to Finance Draft CIP book for review Attachment number 3 Page 1 of 4 Item # B APRIL Tasks: ⇒ Fire services contract updated and presented to ESD ⇒ Base budgets and Service Level Improvements (SLI) are completed ⇒ 2009/10 Base Budget information updated in system ⇒ Final Council Priorities distributed to Divisions ⇒ 2009 Bonds are sold April 1 Base budget & SLI to departments April 13 Council Workshop >Fiscal & Budgetary Policy Review >2008/09 Budget Contingency Update >Development & Road Impact Fee Update April 14 Base budget & SLI to Finance ISF schedules to Finance April 15 GTEC Board Finalize 2009/10 Funds Available April 16 Director’s Leadership <Budget Update <Compensation & benefits update April 17 Narratives & program requests to departments April 21 GUS Board Review 2009/10 CIP April 27 Council Workshop >2009/10 Compensation & Benefits >Mid Year Review April 28 Council Meeting >2009 Bond Sale April 24 Budget Workbook to City Manager April 30 REDLINE DAY MAY Tasks: ⇒ Finance updates base budget and SLI redline changes ⇒ Finance prepared program summary report ⇒ Proposed 2009/10 Debt Issues are determined ⇒ Fees & rates are reviewed for adequacy and proposed changes are developed ⇒ Preliminary tax rate calculation / revenue projected ⇒ ESD contract finalized ⇒ Preliminary revenue estimates are prepared ⇒ Interlocal agreements with GTEC & GEDCO are updated May 1 Draft CIP Books to GUS Board May 1 City Manager meets w/Divisions regarding REDLINE changes May 2 Program requests & narratives due to Finance May 7 Management Team reviews Program requests Special Meeting May 11 Council Workshop May 14 Director’s Leadership <Budget Update <2009/10 Recommended Programs May 18 GEDCO Discuss 2009/10 4A Budget May 26 Council Meeting >Final recommended compensation & benefits May 20 GUS Board Review CIP Attachment number 3 Page 2 of 4 Item # B JUNE Tasks: ⇒ Revenue projections are finalized ⇒ Fund Schedules are prepared and available funds determined ⇒ Interlocal Service Agreements for GTEC & GEDCO are presented ⇒ Fire Services contract approved by ESD ⇒ City Manager’s CORE Budget is balanced and Workbook prepared including recommended Service Level Improvements & New Programs ⇒ Secondary appropriation / project list is developed June 5 Revenue projections finalized June 8 Council Workshop >2009/10 CIP Presentation June 12 Preliminary balance of City Manager’s budget June 15 GEDCO <Review recommended budget <Review interlocal service agreement June 17 GTEC <Finalize recommended budget <Finalize interlocal service agreement <Set public hearing date June 18 Director’s Leadership Budget Update June 22 Council Workshop >Final budgetary input/issues discussed >Social Service Presentations to Council June 25 City Manager’s budget balanced Final Review June 30 Budget Workbook to Council JULY Tasks: ⇒ Finalize the budgeted tax rate for 2009 ⇒ Effective Tax Rate is finalized ⇒ Proposed debt is finalized ⇒ Village PID budget finalized ⇒ Budget Presentation is prepared July 13 Council Workshop >Present 2009/10 City Manager’s Proposed Budget July 14 Council Meeting >Continue discussion on 2009/10 City Manager’s Proposed Budget July 16 GTEC <Adopt 2009/10 Budget <Hold Public Hearing July 27 Council Workshop >Final Review 2009/10 City Manager’s Proposed Budget July 21 GEDCO <Finalize recommended budget <Finalize interlocal service agreement July 24 TAX ROLES CERTIFIED by WCAD July 28 Special Council Meeting <Finalize proposed tax rate & set public hearing dates ** July 29 Publish Effective Tax Rate Notice in WC Sun Attachment number 3 Page 3 of 4 Item # B AUGUST Tasks: ⇒ Proposed budget is linked to long-term goals from comprehensive plan ⇒ Proposed Tax Rate is finalized ⇒ All required notifications are published ⇒ Public Hearings on tax rate (2) and budget (1) are held ⇒ Final proposed budget presentation is prepared and uploaded to City website ⇒ GTEC, GEDCO & Village PID Budget items are approved August 2 Publish 1st Public Hearing Notice in WC Sun ** August 7 Final Budget Summary to Council August 11 Council Meeting <1st Public Hearing on Tax Rate ** August 18 Special Council Meeting <2nd Public Hearing on Tax Rate ** August 18 GEDCO Meeting Adopt 2009/10 budget items August 19 Publish 2nd Public Hearing Notice in WC Sun ** August 24 Council Workshop <Public Hearing on 2009/10 Budget ** August 25 Council Meeting <First Reading – All Budget & Tax Ordinances ** Required by State Law (Truth in Taxation and Local Government Code) SEPTEMBER Tasks: ⇒ Budget Document is prepared and uploaded to City Website ⇒ Tax Ordinance sent to Williamson County Tax Office for levy ⇒ Submit Final Document to GFOA for budget award consideration September 8 Council Meeting <2nd Reading All Budget & Tax Ordinances <Approve other entity budgets <Award Social Service Contracts September 30 Fiscal Year End October 1 New Fiscal Year Begins Attachment number 3 Page 4 of 4 Item # B City of Georgetown, Texas February 23, 2009 SUBJECT: Annexation Report -- Edward G. Polasek, AICP, Principal Planner and Elizabeth Cook, Acting Director of Community Development ITEM SUMMARY: FINANCIAL IMPACT: SUBMITTED BY: Cover Memo Item # C City of Georgetown, Texas February 23, 2009 SUBJECT: Consideration of the 2030 Plan Annual Update and Possible Direction to Staff regarding the list of proposed Comprehensive Plan Amendments -- Jordan Maddox, AICP, Planner III and Elizabeth Cook, Acting Director of Community Development ITEM SUMMARY: This is the Annual Update and Implementation Report for the 2030 Comprehensive Plan. See attached report. FINANCIAL IMPACT: None SUBMITTED BY: Jordan Maddox, AICP, Planner III and Elizabeth Cook, Acting Director of Community Development ATTACHMENTS: Annual Update Resolution Remaining Element List Goals and Policies Annual Update Report Cover Memo Item # D 2030 Plan Annual Update February 23, 2009 Page 1 of 6 2030 Annual Update for 2009 The 2030 Comprehensive Plan was unanimously adopted by City Council on February 26, 2008. One of the main tenets of the new plan was an establishment of an annual update that would detail the past and future implementation items related to the plan. This report focuses on remaining comprehensive plan elements, plan implementation efforts over the last year and new goals and actions to be worked on between now and the 2010 Annual Update. There is also a section regarding proposed changes to the 2030 Plan initiated either by staff or by applications made by the public. Council may direct staff at this time to make changes to the Plan and/or proceed with the public process for the amendments, which are scheduled to return to Council for consideration in April. History Staff presented to Council on April 22, 2008 a potential list of implementation items for next year. An August workshop detailed the progress of many of those implementation items and set up additional tasks to be studied prior to this 2009 Annual Update. Council then passed a resolution (attached) on November 11, 2008, establishing the annual update procedures, this report being one of the main objectives of the process. Contents The following items are addressed in this report: • Charter-required Plan Element update and priority schedule • New Elements completed/in process • Anticipated/Planned Elements for 2009-2010 • Proposed Plan Amendments for 2009 o Staff-proposed changes o Citizen-initiated changes • Utility Master Plan – 2030 Plan connection • Zoning for Employment Areas – update on progress • Goals, Policies and Actions addressed in 2008-2009 o Update on UDC Task Force relating to 2030 Plan Implementation • Goals for 2009-2010 Charter Element Update Since adoption of the 2030 Plan, no additional elements have been adopted by Council, though several are moving forward. The Housing and Parks Elements are currently under consideration; both are in completed form and awaiting Council deliberation. The Water and Wastewater Master Plans have been completed and Georgetown Utility System (GUS) staff has prepared Executive Summaries to be adopted as the Infrastructure Element. These will formalize the coordination of the CIP, the Water and Wastewater Master Plans, and the Comprehensive Plan. Attachment number 1 Page 1 of 6 Item # D 2030 Plan Annual Update February 23, 2009 Page 2 of 6 The Overall Transportation Plan update process has commenced and their committee is nearing selection on a consultant. This process should take approximately 15 to 18 months for completion and adoption is tentatively scheduled for Fall 2010. The Public Safety and Conservation/Natural Resources Elements were considered in the FY 2009 budget, but were not funded. Those plans along with several others are new elements that await consideration and adoption. The Citizen Participation Plan is an element that has never been considered for adoption and is one that staff has been looking at as a priority for the coming year. As proposed, this plan would be done entirely by staff in a coordinated effort among several City departments. The plan would accomplish several things – encourage public participation in the long and short-term planning efforts of the City (and its boards and commissions) and to inform and involve the citizens on governmental action. It would involve short and long-term goals for the City’s websites, task forces, communication with the public including posted and mailed notices, list serves, etc. Staff is currently in the planning process of this element and anticipates returning to Council this fall for adoption. There may be some potential costs in publication associated with this plan. The remaining Comprehensive Plan Elements List, which was accepted as a guide to the Council regarding approved, ongoing and future Charter elements for the budget priority process is attached at the end of this report. New details regarding anticipated timelines, costs, priorities and upcoming actions for all of the elements are included on the list for the Council’s consideration in the upcoming budget priority process. Plan Amendments for 2009 Annual Update As set forth in the November 2008 resolution, any amendments proposed by the public, staff, the Planning and Zoning Commission or Council will be considered in form by the Commission and Council prior to the public hearing. The list of amendments is presented here without details or staff analysis (similar to the UDC process). The amendments will be given public hearings and Commission and Council consideration in the coming weeks. The Commission received the list from staff at their February 3, 2009, meeting and unanimously recommended moving forward to City without further recommendations. At this time, Council has the opportunity to make policy changes or give direction to staff, ask for further studies or stress the importance of certain implementation steps for the coming year. Related to the list below, Council may suggest changes to the staff-proposed amendment list, but the two “citizen-initiated” amendment proposals cannot be altered at this time. They will return for public hearing and consideration to City Council no sooner than April after recommendation from the Commission. Note: Amendments in the Annual Update Process may be approved by majority vote, per the terms of the City Charter. Attachment number 1 Page 2 of 6 Item # D 2030 Plan Annual Update February 23, 2009 Page 3 of 6 The following are the amendments proposed by staff that will return for approval by ordinance unless altered by Council at this time. These amendments will be in completed form and context will be provided where necessary. Staff-Proposed Amendments • Add a summary of new and recently adopted changes near the beginning of the Plan. This would detail the future adoptions of Charter-elements, changes to the Maps, text, Goals, Policies and Actions and implementation tables. • Edit 2030 Plan Executive Summary to reflect 1) 2030 Plan as a whole and 2) The Land Use Element as a separate summary. • Edit Acknowledgement page to include people who were accidentally omitted. • Edit Table of Contents to reflect new chapter order to accommodate new Elements and adopted Executive Summaries. • Edit Chapter 3 text to describe in detail the land use and density expectations for the Old Town area in the Land Use Plan. • Edit Chapter 3 text to clarify allowed supporting Non-Residential uses in the Residential categories. • Edit Chapter 3 to add text regarding planning and timing correlations between the Land Use Plan and the CIP/Utility Master Plans/Impact Fee Studies. • Edit Chapter 4 text to clarify the amendment/adoption process for Elements, annual (in-cycle) and out-of-cycle amendments and their corresponding requirements and procedures. • Edit Future Land Use Map to better represent the “Institutional” category. • Edit Growth Tier Map to denote the approved Development Agreement for the Madison Georgetown property at Reagan/SH 195 to Tier 1B. Citizen-Initiated Amendments • The Madison 145 – This is a 145-acre parcel in the southeast section of Georgetown’s ETJ along CR 111 (future Westinghouse Road). The property is in Tier 2 (10-20 year horizon) of the Growth Tier Map and is Low-Density Residential with a Community Commercial node on the Future Land Use Map. The land is outside of the city limits, is in Jonah Special Utility District’s water service area and does not have wastewater improvements to the property planned in the 10-year CIP. o The applicant is requesting a change from Low-Density to High-Density Residential. Staff has begun the review process and will report to Planning and Zoning in April regarding the effect on the City’s long-term utility plans and any other issues to be considered if this change were to be made. • Oakmont Crossing – This is a 185-acre parcel in Georgetown’s ETJ, south of CR 111 (future Westinghouse Road). The property is in Tier 2 (10-20 year horizon) and carries an Employment Center land use designation. The land is also Attachment number 1 Page 3 of 6 Item # D 2030 Plan Annual Update February 23, 2009 Page 4 of 6 outside of the city limits, is in Georgetown’s utility service areas and does not have wastewater improvements to the property planned in the 10-year CIP. o The applicant is requesting a change from Tier 2 to Tier 1. This change would result in this property essentially moving up to high-priority on the Utility’s planning horizon. Staff is reviewing the effect on the utility plans, consistency with the 2030 Plan and other related issues. Actions Affecting the 2030 Plan in 2008 There were actions taken this year that will have an effect on the short and long-term planning efforts of this Plan. The Council approved an additional 982 acres be brought into the city through the 2008 Annexation Process and entered into annexation agreements with several large property owners. In addition, the City agreed to two ETJ boundary agreements with the cities of Liberty Hill and Hutto, with negotiation on a third with Jarrell in progress. The annexations commit the City to a level of service for those areas, which are detailed in service plans to be implemented over the next few years. The ETJ agreements do not change any plans at this time, but establish a barrier to future growth that will likely assist the City in future planning efforts. When the Century Plan was the City’s comprehensive planning document, it was common practice to change the Future Land Use Plan and Intensity Plan in order to develop or plan to develop a piece of property. The new plan is more fluid and conceptual in nature, guiding staff and developers in decision-making for zoning and development intensity without having to make minor changes by ordinance to the various maps. Since adoption of the 2030 Plan, staff has given support to several zoning cases that would have previously required an additional application and approval through the former comprehensive plan process. The decisions made by staff have been supported by the text, if not the exact rendering of the map, and none of the changes made so far have warranted physical changes to the map. The new procedure does not mean that the Future Land Use Plan has less importance; rather, it guides decision- making without functioning as a zoning map in itself. The adaptation of the new land use strategy to the long-term planning efforts of the Utility Master Plans (see below) has led to greater efficiency and certainty in those plans while still allowing flexibility for new or different developments as the needs occur. Other Implementation/Coordination Projects for 2008 Utility Master Plans During the last year, GUS staff and Planning staff have been coordinating planning efforts for the Electric, Water and Wastewater Master Plans. These long-term plans contribute to the efforts to determine the 5 and 10-year CIP and the total build-out calculations, the proper sizing of infrastructure requirements for developments and also the cost structure for building that infrastructure. GUS, their consultant (CDM), and Attachment number 1 Page 4 of 6 Item # D 2030 Plan Annual Update February 23, 2009 Page 5 of 6 Planning spent time integrating the long-term planning goals of the 2030 Plan with the modeling and calculation of the infrastructure systems. Zoning for Employment Planning and Economic Development staff have had a series of meetings since last summer creating a strategy using the 2030 Plan to encourage more employment within the city. Our charge from Council was to target areas of town and then specific properties to rezone in a manner that would reserve and encourage uses that would generate employment. In recent meetings, staff has discussed bringing in one or more of the economic development boards to assist in the effort. The current vision is a two-tiered approach that would focus first on short-term areas for utility and transportation infrastructure, with investments from the City and, potentially, the 4A and 4B boards, that could prepare properties in targeted areas for immediate availability. The second part of the equation would be to identify other locations for employment centers that might develop outside of the 5 or 10-year CIP but would have long-term infrastructure needs included in the master planning efforts and could be reserved for employment uses by the City. 2030 Plan Goals and Policies Implementation Summary The first goal of the new Land Use Plan Element is to “Promote sound, sustainable, and compact development patterns with balanced land uses, a variety of housing choices…” Many of the policies and actions throughout the plan relate to establishing guidelines for mixed-use developments and encouraging a balanced mix of housing, commercial and employment uses. City Council has accomplished many of these intentions with the recent adoption of the Mixed-Use Zoning District. The immediate (0-2 year) priorities that are being addressed by staff at the present time or have been substantially completed are attached at the end of this report. Staff and the UDC Task Force are reviewing the Goals, Policies and Actions from the Land Use Plan and are making progress on many of these provisions. Staff will be returning to Council soon with most of the minor (and some major) amendments to the UDC, with others still in process for future consideration. Some of these items are directly related to provisions of the new 2030 Plan and staff is taking the opportunity to look at the code and the development process inclusively. So far, the strategy has worked and the Task Force and its small groups have discussed wide-ranging issues. It is a time-consuming process, but the city will be well-served because of these efforts. Goals for 2009-2010 For 2009, staff will continue to work on implementation items for the immediate priorities of the Future Land Use Element, including working with the Task Force on non-residential and residential design standards; establishing criteria for desirable infill Attachment number 1 Page 5 of 6 Item # D 2030 Plan Annual Update February 23, 2009 Page 6 of 6 development; concentrating capital investment where needed for infrastructure, sidewalks, or facilities; completing the employment project for short and long-term priorities; and continuing to encourage development that puts fewer strains on City resources and provides citizens with the housing, services and quality of life they expect. This next year, staff will have completed a significant update to the UDC that will implement many of the goals of the 2030 Plan. The UDC is and will be crucial to execution of the policies and actions of the 2030 Plan and staff will continue to recommend updates to the development code as warranted in the future. The implementation of a comprehensive plan cannot be done overnight nor should it be cast aside for future efforts. It takes a disciplined approach to realize the vision of the community and is always a work in progress. Staff will continue to implement the policies set forth in the plan and be committed in those efforts, while being adaptable to changing circumstances and needs of the community. The completion of the remaining elements of the Plan is crucial a part of its comprehensive nature and, when resources allow, the outstanding plan elements should be given consideration for adoption. For 2009, staff will continue to integrate the plans for Parks and Housing (when they are adopted), the new Utility Master Plans, and the ongoing plans for Public Facilities, Economic Development, etc., to insure the coordination of long-term planning efforts, goals and policies of the City. Recommended Motion: Direct staff to continue the 2030 Plan Annual Update process by moving forward with the proposed amendments. Attachment number 1 Page 6 of 6 Item # D 2030 Annual Update Process Resolution No. 111108-S Page 1 of 3 RESOLUTION NO. 111108-S A Resolution of the City Council of the City of Georgetown, Texas establishing the process for the 2030 Comprehensive Plan Annual Update. WHEREAS, the City Council adopted the City of Georgetown 2030 Comprehensive Plan (“2030 Plan”) on February 26, 2008; and WHEREAS, in accordance with the Plan Administration chapter of the 2030 Plan, “At the anniversary of Plan adoption, the Planning and Development Department shall submit to the Planning and Zoning Commission and City Council an annual report indicating actions taken and progress made toward Plan implementation, along with recommendations for Plan amendments due to altered circumstances or in response to citizen requests, proposed rezonings, or plats”; and WHEREAS, on August 11, 2008, the City Council held a workshop where staff discussed certain implementation steps of the 2030 Plan, including a framework for the annual update. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF GEORGETOWN, TEXAS, THAT: SECTION 1. Findings. The facts and recitations contained in the preamble of this resolution are hereby found and declared to be true and correct. SECTION 2. The 2030 Annual Update will include: • A Plan Element update from the previous year and Plan Element goals for the next year. • A review of Future Land Use Plan and Overall Transportation Plan off-cycle changes from the previous year, process on-cycle applications and staff-suggested changes to any Elements, adjusted by new developments and CIP implementation. Also, report on any other major changes related to these Plans (annexation, ETJ boundary changes, parks, etc.). • 2030 Implementation update – goals for the previous year that were tasked by Council at the Annual Update and staff-suggested implementation task items for the next year, based on the task schedules for each element. SECTION 3. The following process for the 2030 Annual Update is hereby adopted: Attachment number 2 Page 1 of 3 Item # D 2030 Annual Update Process Resolution No. 111108-S Page 2 of 3 • Directors Monthly Meeting - Consider implementation items, other relevant items. • Development Review Committee (DRC) – Consideration of applications, amendments, and other relevant implementation items. • Planning and Zoning – Staff presents list of items in the annual report (applications, etc.) for Commission consideration and comments. • City Council – Workshop - Staff presents the annual report on: o implementation items from the past year that have been completed or studied; Elements that have been completed or are in process; 2030 Plan adjustments, amendments or revisions that have been made or proposed; and any other items necessary in an annual review update. o implementation items, Elements or further 2030 Plan changes proposed or forecasted for the coming year. Staff also alerts Council that on-cycle amendments, Element recommendations, or any other relevant information are going to public hearing. Council gives staff direction to proceed on all or certain pieces of the staff report. Note: Council may direct staff at this time to make minor changes to the proposal(s) for the on-cycle schedule (for public hearing) or can direct staff to continue/begin work on other long-term goals for next year’s Annual Update. • Planning and Zoning – Staff presents proposed 2030 Plan amendments (to all amendable Elements) to the Commission for public hearing and recommendation to Council. Commissioners may also recommend adoption of elements (if applicable). • Council – Staff presents to Council any amendments and/or elements that were recommended by Planning and Zoning for first reading of ordinance and public hearing. • Council – Second reading of ordinance for any items. SECTION 4: This Resolution shall be effective upon approval of same by the City Council of the City of Georgetown. Attachment number 2 Page 2 of 3 Item # D 2030 Annual Update Process Resolution No. 111108-S Page 3 of 3 The Mayor is hereby authorized to execute, and the City Secretary to attest thereto this resolution on behalf of the City of Georgetown. RESOLVED this 11th day of November, 2008. Attest: THE CITY OF GEORGETOWN: _______________________ ______________________ Sandra D. Lee By: George Garver City Secretary Mayor Approved as to Form: _______________________ Patricia E. Carls City Attorney Attachment number 2 Page 3 of 3 Item # D Re m a i n i n g E l e m e n t L i s t Fu t u r e E l e m e n t F u n d i n g S t a t u s E s t . C o m p l e t i o n * B o a r d / C o m m i s s i o n M a n a g e r L e a d D e p t . P o t e n t i al C o s t * * 1. P a r k s / R e c r e a t i o n f u n d e d u p d a t e S p r i n g 2 0 0 9 P a r k s c o n s u l t a n t P a r k s f u n d e d 2. H o u s i n g f u n d e d n e w S p r i n g 2 0 0 9 H o u s i n g c o n s u l t a n t H o u s i n g f u n d e d 3. T r a n s p o r t a t i o n * * * f u n d e d u p d a t e F a l l 2 0 1 0 G T A B c o n s u l t a n t P l a n n i n g / T r a n s p o r t . f u n d e d 4. C i t i z e n P a r t i c i p a t i o n n o n e n e w F a l l 2 0 0 9 P & Z v a r i o u s s t a f f M u l t i p l e 3 , 0 0 0 $ 5. P u b l i c S a f e t y * * * * n o n e n e w 2 0 1 1 P & Z c o n s u l t a n t A d m i n 7 5 , 0 0 0 $ 6. C o n s e r v a t i o n / R e s o u r c e s * * * * n o n e n e w 2 0 1 1 P & Z c o n s u l t a n t P l a n n i n g 6 5 , 0 0 0 $ 7. E c o n o m i c D e v e l o p m e n t n o n e u p d a t e 2 0 1 1 GE D C O / G E D A B / 4 A / 4 B co n s u l t a n t E c o D e v o 7 5 , 0 0 0 $ 8. U r b a n D e s i g n n o n e n e w 2 0 1 2 P & Z c o n s u l t a n t P l a n n i n g 8 5 , 0 0 0 $ 9. H e a l t h H u m a n S e r v i c e s n o n e n e w 2 0 1 2 P & Z c o n s u l t a n t P l a n n i n g 5 0 , 0 0 0 $ 10 . I n f r a s t r u c t u r e ( so l i d w a s t e , d r a i n a g e ) no n e n e w 2 0 1 3 G U S c o n s u l t a n t / s t a f f G U S 5 0 , 0 0 0 $ 11 . H i s t o r i c P r e s e r v a t i o n n o n e n e w 2 0 1 3 P & Z / H A R C c o n s u l t a n t P l a n n i n g 8 0 , 0 0 0 $ On g o i n g E l e m e n t L i s t 1. I n f r a s t r u c t u r e / U t i l i t y ( w a t e r , w a s t e w a t e r ) T h e r e ' s a p l a n t o a d o p t E x e c u t i v e S u m m a r i e s f o r W a t e r a n d W a s t e w a t e r M a s t e r P l a n s t h i s S p r i n g . 2. I n f r a s t r u c t u r e / U t i l i t y ( e l e c t r i c ) T h e E l e c t r i c U t i l i t y i s a c o m p e t i t i v e e n t i t y a n d d o e s n o t m a k e i t ' s d e t a i l e d m a s t e r p l a n p u b l i c . 3. P u b l i c S e r v i c e s ( C I P ) 4. P u b l i c F a c i l i t i e s Co m p l e t e d E l e m e n t s 1. F u t u r e L a n d U s e P l a n 2. A i r p o r t M a s t e r P l a n 3. D o w n t o w n M a s t e r P l a n * D e p e n d e n t o n C o u n c i l f u n d i n g ** A n t i c i p a t e d c o s t i f f u n d e d i n F Y 2 0 1 0 B u d g e t ** * C u r r e n t l y f u n d e d ** * * C o n s i d e r e d a n d n o t f u n d e d i n F Y 2 0 0 9 B u d g e t Attachment number 3 Page 1 of 1 Item # D Attachment Regarding Ongoing Goals and Policies Items being considered by staff and the UDC Task Force 1.D. Establish improved standards for commercial development. 1.E.1. Establish standards for and actively promote new forms of compact development to include Transit-Oriented Development, as well as tr aditional neighborhood development (TND), mixed-use, and pedestrian-scale development. 1.E.3. Promote mixed-use, pedestrian-friendly land use patterns, including community activity centers, neighborhood activity centers, co nservation subdivisions, and walkable neighborhoods: 2.A.2. Overlay districts (where specific requirements could be modified to allow established character to be maintained; e.g., buildings pulled up to the street, credit for on-street/shared parking, etc.) 4.B. Revise the UDC to ensure development that is compatible in character with the surrounding context. 4.D. Revise the UDC to ensure proper transitions and buffering between established neighborhoods and adjacent commercial and manufacturing areas. Items being considered by staff or covered by existing policies 1.A. Encourage a balanced mix of residential, commercial, and employment uses at varying densities and intensities, to reflect a gradual transition from urban to suburban to rural development. 1.A.2. Reserve and rezone land ideally suited for l ong-term commercial and employment uses and prevent its use for residential subdivisio ns. 1.B. Promote more compact, higher density development (e.g., traditional neighborhoods, Transit-Oriented Development, mixed-use, and walkable neighborhoods) within appropriate infill locations. 1.C. Establish standards appropriate for new residential development pertaining to lot sizes, open space, buffers, road connectivity, etc. 2.A.3. Adjust the City’s schedule of development fe es (e.g., development review fees and costs to upgrade infrastructure) to lessen financial burdens on investments in designated areas and more accurately reflect the different costs of providing services in developed areas (where infrastructure is available), suburban areas, and fringe areas (where costly infrastructure extension s are necessary). Attachment number 4 Page 1 of 1 Item # D City of Georgetown, Texas February 23, 2009 SUBJECT: Sec.551.071: Consultation with Attorney 1. Advice from attorney about pending or contemplated litigation and other matters on which the attorney has a duty to advise the City Council, including this week's agenda items 2. Mark Shelton v. City of Georgetown, et al;Cause No. A07CA063; in the United States District Court for the Western District of Texas, Austin Division 3. Lear v. Jimmy Lewis Fennell and City of Georgetown,Cause No. A08-CA-719LY, in the United States District Court for the Western District of Texas Austin Division 4. First Citizens Bank & Trust Company v. City of Georgetown,Cause No. D-1-GN-08-02325, 53rd Judicial District, Travis County, Texas 5. Discussion of legal issues related to payment obligations for the Public Utility Improvements under the "Development Agreement with Forestville Associates, a Maryland General Partnership, regarding development of Wolf Ranch" dated September 11, 2003 6. Berry Creek Partners v. City of Georgetown, Cause No. 08-767-C277, in the District Court of Williamson County, 277th Judicial District 7. 3 B&J Wastewater M.U.D. Permit Request ITEM SUMMARY: None FINANCIAL IMPACT: None SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # E City of Georgetown, Texas February 23, 2009 SUBJECT: Sec.551.086: Competitive Matters - Discussion regarding Power Supply Contract negotiations -- Jim Briggs, Assistant City Manager for Utility Operations ITEM SUMMARY: FINANCIAL IMPACT: SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # F City of Georgetown, Texas February 23, 2009 SUBJECT: Sec. 551.087: Deliberation Regarding Economic Development Negotiations - Discussions or deliberations regarding commercial or financial information that the governmental body has received from a business prospect that the City Council seeks to have locate, stay or expand in or near the territory of the City and with which the City Council is conducting economic development negotiations; or to deliberate the offer of a financial or other incentive to a business prospect that the City Council seeks to have locate, stay or expand in or near the territory of the City and with which the City Council is conducting economic development negotiations - Project Erin. -Winery. -Lab Now. ITEM SUMMARY: FINANCIAL IMPACT: SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # G City of Georgetown, Texas February 23, 2009 SUBJECT: Sec.551.074: Personnel Matters - City Secretary Interviews ITEM SUMMARY: FINANCIAL IMPACT: SUBMITTED BY: Jessica Hamilton, Assistant City Secretary Cover Memo Item # H