Page History

Attached (paper clip) Shown below is the Staff draft proposal for comment, on a Operating Plan and Budget document, with improvements suggested by the Ad Hoc community group working on this particular focus.

I.                   Intro

II.                  Strategic Overview of Budget Process

                     a.      Planning cycle

                     b.      Define Current Fiscal Year Strategic Objectives

                     c.      High level budget analysis:  vision and rationale  for funds such as reserve, contingency, capital and net assets

                     d.      SWOT (Strengths, Weaknesses, Opportunities and Threats)

III.                Operating Plan and Budget

                    a.       more $$ details

                    b.       core vs project view in more detail and separated

                    c.       more financials / less words

                    d.       EAG to return ?

                    e.       Functional  view: more definition of 15 functional areas and keep at high level

                    f.        Traditional view / expense category: provide more detail

IV.                Appendix

                    a.      SO AC requests

                    b.      Close Out reporting

                    c.      Five Year View (growth and trends of past 5 years)