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HomeMy WebLinkAboutRes 2005-18 RESOLUTION NO. 2005-18 A RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN OF FOUNTAIN HILLS, ARIZONA, ADOPTING THE TOWN OF FOUNTAIN HILLS STRATEGIC PLAN 2006-2010 DATED NOVEMBER 29, 2005, ESTABLISHING THE STRATEGIC PLANNING ADVISORY COMMISSION AND ADOPTING BYLAWS FOR ITS GOVERNANCE. BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF FOUNTAIN HILLS, ARIZONA, as follows: SECTION 1. The Town of Fountain Hills Strategic Plan 2006-2010 dated November 29, 2005, is hereby approved in the form attached hereto as Exhibit A and incorporated herein by reference. SECTION 2. There is hereby established a Strategic Planning Advisory Commission (the "SPAC") for the Town to advise the Town Council and the Town Manager with respect to the implementation of the Town's Strategic Plan. The SPAC shall be a regularly-scheduled commission and shall consist of seven members who shall be appointed and hold their seats in accordance with Section 9 of the Town Council Rules of Procedure, as amended. SECTION 3. The Bylaws for the SPAC are hereby approved in the form attached hereto as Exhibit B and incorporated herein by reference. PASSED AND ADOPTED by the Mayor and Council of the Town of Fountain Hills, Arizona, December 1, 2005. FOR THE TOWN FOUNTAIN HILLS: ATTESTED TO: W. J. Nichols M yor Bevelyn J. Ben , T� n Clerk REVIEWED BY: APPROVED AS TO FORM: 11• A-AZ T of y G. Pi ering, Town Manalr Andrew J. McGuire, Town Attorney 615365.3 EXHIBIT A [Town of Fountain Hills Strategic Plan 2006-2010 dated November 29, 2005] See following pages. L L 615365.3 J J .ii •,,,3� tf �. tir..w ,Y ��`//��Js`��/! ems!4glr Ou Town r V V�.J� Cbc)ices. nn r A Road .a. 3 to the Future .,,,,..t_. ._._... ... . i ,,,;:, '�rI '' Town of Fountain Hills Strategic Plan 2006-20 10• • . Draft 4.1 — November 29, 200 L TOWN OF FOUNTAIN HILLS , ARIZONA CITIZEN-DRIVEN STRATEGIC PLANNING PROCESS Our Town. Our Choices A Road Map to the Future Town of Fountain Hills Strategic Plan 2006-2010 Table of Contents Page Executive Summary Major Findings 1 Action Plan 2 Fountain Hills Strategic Plan 2006-2010 Background 5 Strategic Priorities, 1-2 Years 8 Government Financial Stability 8 Education: Higher and Continuing Education and Support of Educational Excellence 11 Work with Local Schools More Closely 11 Physical Planning: Zoning and Architecture 13 Require Low-Water Landscaping 13 Strictly Enforce the General Plan and Zoning Ordinances 15 Regulate Commercial Architectural Compatibility 17 Annex State Trust Lands 19 Strategic Priorities, 3-5 Years 21 Parks and Recreation.. 21 Add Recreation Amenities 21 Small Town Atmosphere and Town Identity 23 Strengthen the Community's Small Town Identity 23 Municipal Government Services 26 Enhance Pedestrian Safety 26 Ensure All Streets Are Well-Maintained and Smooth 27 L StrategicPlan.v4.1.doc -i - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Education: Higher and Continuing Education and Support of Educational Excellence 28 t Support Lifelong Learning Opportunities 28 Preservation of the Environment 30 Enhance Stewardship of the Natural Environment 30 Not Town Priorities At This Time 32 Commercial Vitality and Business Development 34 Arts and Culture 35 Vision and Value Statements 36 Keeping the Process Alive 37 Additional Materials 39 Summary of Methodology to Identify Priorities 39 Acknowledgements 41 Technical Advisory Committee Members 43 Appendices Tab Appendix A: Resolution to Adopt the Strategic Plan 2006-2010 and Create the Strategic Planning Advisory Commission A Appendix B: Strengths,Weaknesses, Opportunities and Threats(SWOT) B Appendix C: Key Informant Interviews Summary C Appendix D: Youth Visioning Institute D Appendix E: Where We Are Now Report E Appendix F: Town Hall 1 Small Group Discussion Notes F Appendix G: Town Hall 1 Evaluation Report G Appendix H: Strategic Choices Report H Appendix I: Town Hall 2 Results Report I Appendix J: Town Hall 2 Evaluation Report J Appendix K: Survey Report K Appendix L: Newsletters L StrategicPlan.v4.1.doc - ii - November 29, 2005 NMI TOWN OF FOUNTAIN HILLS , ARIZONA CITIZEN- DRIVEN STRATEGIC PLANNING PROCESS Our Town. Our Choices A Road Map to the Future Town of Fountain Hills Strategic Plan 2006-2010 Executive Summary The Town of Fountain Hills adopts the following strategic action plan as a result of a year-long citizen-driven strategic planning process undertaken in 2005. The process used several venues and methods to solicit input from and communicate with the Town's citizens: a public kickoff event; key informant interviews; presentations to community groups; a Youth Visioning Insti- tute; two all-day Town Hall events; four Informed Choices workshops; a random sample survey sent to 2,400 households; three Town Council presentations; over 70 articles in two news papers; three newsletters and three major articles in the Town's newsletter, Compass, each mailed to every household. The process was overseen by a volunteer Technical Advisory Committee,made up of Fountain Hills citizens with experience in strategic planning and community leadership. Major Findings • Most Residents .Think Fountain Hills Is a Good Place to Live. Over 96% of the residents surveyed in the random sample rated Fountain Hills as an "excellent" or "good" place to live, which was significantly higher than the U.S. average of 84%. Residents also generally gave high ratings to the Town as a place to retire and as a place to raise children. • Overall Ratings for Quality of Life in Fountain Hills Are Significantly Higher than the National Average. Over 93% of the residents surveyed in the random sample rated the quality of life in Fountain Hills as "good" or "excellent," which was 16% higher than the U.S. average(77%). • Reasons Residents Decided to Live in Fountain Hills. The top five reasons that residents decided to live in Fountain Hills based on the percentage of respondents to the random sample who thought the issues were "very important" or "extremely important" to their decision are listed below: • Low crime rate (91%) • Appearances,views, and overall beauty of the Town(86%) • Quality of housing(83%) • Small-town atmosphere in the community(77%) • Financial stability of local governments(71%) StrategicPlan.v4.1.doc - 1 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 • Reasons Residents Plan to STAY in Fountain Hills. The top five reasons that residents ( plan to stay in Fountain Hills based on the percentage of respondents to the random sample who selected the issue as one of their top choices are listed below: • Small-town atmosphere in the community(51%) • Low crime rate(51%) • Appearances, views, and overall beauty of the Town(40%) • Level of taxation(29%) • Quality of housing(17%) Awareness of Strategic Plan Awareness of the Strategic Plan: The Town of Fountain Hills did a A very good job of educating the community about the Strategic Plan. a�1r; 4 Nrti Three of four (75%) residents surveyed in the random sample indicated '., they knew the Town was in the process of developing a strategic plan. . Action Plan The strategic plan revealed broad community consensus to implement the following strategic priorities. Note that the preliminary cost estimates included with each priority are as of June 2005, and are provided for broad policy guidance only. They are based on a broad range of assumptions at the time they were developed by Town staff. As time goes on, these preliminary cost estimates will be updated due to inflation and changes in circumstances and assumptions. 1. Financial Implementation Plan for Strategic Priorities. The Fountain Hills Town Manager and his team will develop and maintain for Town Council approval, a financial plan t,, showing(a) strategies to maintain long-term stability of the Town's finances, and(b)how the 44) strategic priorities will be implemented,including refinements of the cost estimates contained in this Strategic Plan 2006-2010, by June 30, 2006, 2. Revenue Shortfall. The Fountain Hills Town Council will resolve the Town's projected long-term revenue shortfall by December 31, 2007. This projected revenue shortfall is caused by reduction of construction-related revenues and State shared revenues as the Town nears build-out, estimated to occur between budget years 2014-15 and 2018-19. It is currently estimated at$19 million over 20 years, or about$66-$85 per household per year. a. The Town and the Strategic Planning Advisory Commission will conduct activities to educate the public about the causes and depth of the projected long-term revenue short- fall, alternative solutions, and pros and cons of alternative courses of action. b. The Town Council will act to resolve the projected long-term revenue shortfall, such as (i) calling an election for voters to decide whether to levy a primary property tax, or (ii) increasing various sales tax rates. StrategicPlan.v4.1.doc -2 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 L Estimated Estimated Estimated Start-Up or Recurring Cost per One Time Annual Household Action Item Costs Costs per Year 3. Strategic Priorities, 1-2 Years. Fountain Hills Town government will accomplish the following strategic priority initiatives by December 31,2007: a. Work with local schools $0 $0 $0 b. Low water native landscaping(cost items: low- 100,000 0 10 water landscaping public education program). c. Strictly enforce General Plan and zoning(cost 75,000 0 8 items: detailed study of developable land to project build-out population accurately). d. Create commercial architecture review board 0 180,000 18 (cost items: support for the architectural review board; matching grants for existing buildings). e. Annex State Trust Land 0 0 0 Subtotal, Strategic Priorities, 1-2 Years $ 175,000 $ 180,000 $ 36 4. Strategic Priorities, 3-5 Years. Fountain Hills Town government will accomplish the following strategic priority initiatives by December 31, 2010, contingent on resolution of the revenue shortfall issue(see Action Plan initiative 2, above): a. Add recreation amenities (cost items: pedes- $1,045,000 $65,000 $17 trian paths, trails and bike lanes; increase con- certs, movies and programs to integrate people of different ages, incomes and backgrounds). b. Strengthen small town identity(cost items: 10,000 311,500 32 increase Town celebration and dialog events; partner with Ft. McDowell; mentor new- residents; expand one-stop information center; add new fountain features at key focal points). c. Enhance pedestrian safety(cost items: add 100,000 66,000 17 sidewalks, improve striping at crosswalks). d. Maintain smooth streets (cost items: resurface 0 1,200,000 120 streets more often). e. Support lifelong learning(cost items: increase 0 100,000 10 availability of and access to on-line classes; increase courses of interest to seniors: provide access to college-credit courses). f. Enhance stewardship of natural environment 100,000 580,000 68 (cost items: view corridors; educate public on dark skies; clean washes more often; improve street sweeping;maintain McDowell Mountain Preserve trails; enforce codes pro-actively). Subtotal, Strategic Priorities, 3-5 Years $1,255,000 $2,322,500 $264 Grand Total, Strategic Priorities $1,430,000 $2,502,500 $300 L StrategicPlan.v4.1.doc - 3 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 5. Not Town Priorities At This Time. The Fountain Hills Town Government should not focus attention on the following initiatives that are not community priorities at this time. Groups of citizens who want to see these projects implemented are encouraged to pursue partnerships with other organizations and funding sources, and to educate the public about how these projects will improve the qualify of life in Fountain Hills: a. Build a new teen activity center. b. Improve public transportation services to and from Fountain Hills and other communities. c. Build a new aquatic center that has features for people of all ages. d. Establish a Town-operated garbage collection service. e. Create a curbside recycling program. f. Increase enforcement of housing quality codes with occupancy change inspections. g. Acquire land, develop&maintain a new 15-acre community park. h. Widen Fountain Hills Boulevard. i. Build a new performing arts center. j. Build a larger stand-alone senior center. 6. Commercial Vitality and Business Development. A key issue throughout the strategic planning process was the Town's vision for the downtown area. The Town's vision for its downtown area is to serve mainly the needs of residents, rather than primarily focusing on attracting tourists and residents from other communities. While specific Town activities to promote Fountain Hills' commercial vitality and business development are not included among the strategic priorities, citizens did provide strategic direction commercial and busi- ness development. The survey data supports identifying and encouraging commercial and business development that mainly meets the needs of local residents, rather than options that primarily attract tourists and residents from outside Fountain Hills. 7. Arts and Culture. Because of lack of consensus in favor of action regarding the arts and culture, the Strategic Plan 2006-2010 includes no Town activities to support the arts and culture in Fountain Hills. Individuals who are interested in the arts and cultural activities are encouraged to pursue ideas and projects with other partners and non-municipal resources, and to educate the public about how arts and cultural programs affect the quality of life in Fountain Hills. 8. Strategic Planning Advisory Commission. The Fountain Hills Town Council will create and appoint members to a Strategic Planning Advisory Commission (SPAC) by February 2, 2006, to champion implementation and periodic updates of the Fountain Hills Strategic Plan. StrategicPlan.v4.1.doc -4- November 29, 2005 TOWN OF FOUNTAIN HILLS , ARIZONA CITIZEN- DRIVEN STRATEGIC PLANNING PROCESS Our Town. Our Choices A Road Map to the Future Town of Fountain Hills Strategic Plan 2006-2010 Background Strategic planning is a disciplined process by which an organization envisions its future and develops strategies, goals, objectives and action plans to achieve that future. Thus, strategic planning is a decision-making process. In late 2004 the Town of Fountain Hills embarked on a strategic planning process that involved its citizenry to a very high degree. This decision was consistent with Fountain Hills' history. Throughout the 1980s and early 1990s, the Fountain Hills Civic Association sponsored a series of Town Hall meetings where citizens were asked their opinions about potential policies, amenities and facilities. The last such effort, in 1995, resulted in a list of over 20 improvements, most of which have been accomplished. 46.0 In the early fall of 2004 about 40 citizens and a few Town Council Members met to discuss the idea of creating a strategic plan. Participants generally favored the idea, and Town Manager recruited a committee of highly-experienced citizen volunteers to design and oversee the process. The volunteers—who became the Technical Advisory Committees—developed a citizen partici- pation plan outlining key events that would seek out opinions of the Town's citizens. The Town Council approved the citizen participation plan on December 16, 2004. In late January 2005 the Town contracted with a project manager,2 and in February it contracted with a communications company3 to help educate the public and get out the word about the strategic planning events. Before it began,the Technical Advisory Committee described the strategic planning process: The Fountain Hills Strategic Planning Process is a comprehensive, citizen-driven effort. It will determine the community's long-term vision that will generate a strategic agenda for decision-making regarding the future of Fountain Hills. The vision will identify the gap between what exists today and what the community desires. The resultant strategic plan will quantify the needs, desires, projects and services determined to be critical for community I Janice Abramson,Curt Dunham, Peggy Fiandaca, Jim Hamblin,Henry Leger, Civic Association President Roger Riggert, and Mike Tyler are principal citizen volunteers; Bob Yordy participated through March 2005. Council Member Ed Kehe represents the Town Council,as did Council Member Kathleen Nicola until her untimely death in May 2005.Town Manager Tim Pickering is a member,and staff member Shaunna Williams provides administrative services. 2 Blackerby Associates,Inc.:Phillip Blackerby,Project Manager,and Lynne Brown,Facilitator. 3 Image Weavers:Francesca Carozza,Project Manager,and Charlotte McCluskey. StrategicPlan.v4.1.doc -5 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 success, and outline what role the Town of Fountain Hills should play in financing and ( implementing action strategies. A critical component of the process is to determine the willingness of Fountain Hills' citizens to pay for community needs and desires. To ensure success, the planning process will be based on the following key concepts: • Inclusiveness • Simplicity • Financially Responsible • Realistic Implementation The process will be deemed a success when citizens and leadership have a collective under- standing of the Town's direction and agree on a systematic path to pursue the future vision of Fountain Hills. During the strategic planning process participants discussed many current and potential services and amenities. Many of the existing services and amenities are operating satisfactorily; therefore, improving them is not a strategic priority for the next five years, as they continue to operate at current performance levels. Examples include police, fire protection and economic development, all of which are considered important for the future and operating at acceptable levels. The chart on the next page shows the citizen-driven strategic planning process in flowchart form. Key events in the citizen-driven strategic planning process include:4 • An analysis of the Town's strengths, weaknesses, opportunities and threats, started by Town citizens in October 2004. t • A January 2005 kick-off event involving over 200 citizens to discuss the process and build volunteer lists. This event coincided with a celebration of the Town's 15th anniversary. • In-depth interviews with about 30 community leaders in February and March. • Creation of a web site (www.fh.az.gov/ourtownourchoices/) with information about the strategic planning process, and a repository for all reports and publications from the process. • Creation of a Strategic Planning Update Line, (480) 816-5295, for citizens to hear a message about the strategic planning process, and to leave messages to request additional information. • Presentations to 19 community groups to educate them about the strategic planning process, from February through May. • A Youth Visioning Institute in March, involving 50 high school students who envisioned the future of their town, and communicated their visions through multi-media presentations. • An April report, Where We Are Now, outlining current conditions in population, housing, economy, finances, physical plan, amenities, public safety environment, transportation and neighboring jurisdictions. • Town Hall 1, in April, involved 256 citizens on a Friday evening and all day Saturday in brainstorming to delineate their vision and values for the town, and key strategies to make their vision and values a reality. An invitation was sent to every household in Fountain Hills. • A series of Informed Choices workshops on key topics: long-term Town financial choices, charter government, commercial architecture and view corridor regulation, and parks and recreation, in July and August.More than 50 people attended one or more workshop. 4 The numbers reported below do not include Town Council Members,staff,outside volunteers or consultants. Strategic Plan.v4.1.doc -6- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 • An August report, Strategic Choices, organized issues in 10 focus areas and 31 scenarios (goals). Policies, programs and projects—with estimated annual costs per household— described how to implement the scenarios. A two-page worksheet highlighted 44 key deci- sion points, or strategic choices. • Town Hall 2, in August, involved 163 citizens all day on a Saturday in stating ways to deal with Town financial issues, selecting strategic choices to analyze, and developing implemen- tation plans. A total of 330 individuals attended either Town Hall 1 or Town Hall 2 or both. • A scientific, random-sample survey of Fountain Hills adults (1,206 respondents; 50% response rate)in early October,measured how the general public feels about a list of decision items based on the one presented to the Town Hall 2 participants. The survey was presented to the Town Council November 3.5 • Distribution of three newsletters and three Compass newsletter articles about the strategic planning process, to every household in Fountain Hills. • Over 70 newspaper articles about the strategic planning process were published by the Fountain Hills Times or the Arizona Republic; each newspaper reaches about 60% of the households in Fountain Hills. • Input from all information sources, including both the survey and Town Hall 2, have been incorporated in this strategic plan. • The Town Council held a work session on a draft of the strategic plan November 8. • The Town Council will consider adoption of the strategic plan December 1, Fountain Hills Citizen-Driven Strategic Planning Process Develop Citizen Analysis of Public Citizen Policy Inputs Decisions Implications Discussion Decisions Decisions Public Meetings SWOT Analysis j Where We Town Draft Hall#2: Kick-Off Event H Are Now Town Council----►Consensus, ♦ Strategic Report Newsletter Status Report Tactics in Plan - Key Informant - Phases Interviews r Strategic Town Choices Council Group Hall#1: Workshops Town Hall 2 Stud Research F- Vision, -► Discussion Results y Values Notes Report Session Issues LettersF 1 Group/Club - to Editor Presentations t Staff Final Youth Planning Group/Club Scientific Strategic Plan Visioning Retreat Discussions Survey t -.... (— Newsletter _ Institute y �- Strategic Web Site Choices _, & Email Newsletter Council Report Comments '_ Consideration 5 The survey administrator is ETC Institute,Olathe Kansas,Chris Tatham,Vice President and Principal Investigator. StrategicPlan.v4.1.doc -7- November 29,2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Focus Areas and Strategic PrioritiesNair To facilitate analysis, the Technical Advisory Committee grouped the key strategic planning issues into focus areas. The following pages present a description of each of the key strategic issues under each focus area, followed by an action plan for that key strategic issue. Strategic Priorities, 1-2 Years The first several strategic priorities are scheduled for implementation during the first two years of this Strategic Plan 2006-2010, or in calendar years 2006 and 2007. These priorities generally have little or no cost, or can be implemented without creating a new or dedicated funding source. These strategic priorities include: government financial stability; the education issue of working with local schools; and physical planning issues, including use of low-water landscaping, strictly enforcing the Town's General Plan and zoning ordinances, regulating commercial architecture, and annexing the State Trust Lands. Government Financial Stability Sales The current budget, for 2005-06, is balanced, and the financial diffi- Tax culties of 2001-2002, have been resolved; a recent bond issue earned an Jurisdiction Rate excellent Aa3 rating. A sales tax abatement for a Shea Boulevard retail Nogales (lowest) 7.35% development is projected to be paid off early. Tucson 7.60 0 Chandler 7.8% However, sales taxes are 51% of the Town's general fund operating Gilbert 7.8% budget, a higher percentage than most Arizona cities and towns. Adding Mesa 7.8% ( Fountain Hills' local rate (2.6%) to the state (5.6%) and county (0.7%) Lake Havasu City 7.85% rates, consumers pay 8.9% sales tax in stores. The statewide average is Paradise Valley 7.95°% 8.58%. Fountain Hills' combined sales tax rate ranks 24th among Ari- Scottsdale 7.95/o zona's 89 cities and towns. As the Town approaches build-out, pro- Phoenix 8.1% jected between 2012 and 2015, sales tax and permit fee revenues from Tempe 8.1% new construction will decrease significantly. This revenue accounts for Prescott 8.35% about 20% of the Town's general fund operating budget. Payson 8.72% Apache Junction 8.8% o Cave Creek 8.8% Additionally, State shared revenues are nearly one-third (32%) of the Town's general fund operating budget. The State allocates these reve- Fountain Hills 8.9% nues to cities and towns based on their relative population. As the Town Carefree 9.3% nears build-out, its population will stabilize while other cities and towns Sedona 9.35% will continue to grow. Fountain Hills' share of these revenues is projec- Winkelman 10.1% ted to fall as early as budget year 2006-07, after the mid-decade census. San Luis(highest) 10.7% Thus, the two revenue sources that make up 83% of the Town's general fund budget(51% sales tax and 32% State shared revenues), are expected to fall as the Town nears build-out. These pro- jections are not a crisis now,but planning now may reduce the impacts of these long-term trends. Fountain Hills has no primary property tax, which many other communities use to fund day-to- day operating expenses. The Town does levy a secondary property tax, which it uses to pay off bonds that financed open space, library and paving projects. f . StrategicPlan.v4.1.doc -8 - November 29,2005 VIP Town of Fountain Hills DRAFT Strategic Plan 2006-2010 The chart at right shows the gene- 20-Year General Fund Revenue/Expenditure Projection ral fund over the next 20 years. (Does not include capital projects) The vertical bars project Town 535,°°°'°°° expenses for current operations 2 : x.. l and capital projects. The blue 530,000,000 �k a lower line (diamond • markers) 741:040-1 shows projected revenues. This 525,000,000 "'' � � Ln k t:' 4� F line crosses the expense bars in � � �: t i budget year 2014-15, after which 52°°00°°° yt _' R: the Town projects a growing bud- ,� get deficit, even if no new capital projects are begun. Over 20 years, the Town will need about $19 million, or about $950,000 per year. The red upper line (dot f: , r a ` f ; • markers) compares the impacts FY06.07 to FY09-10 FY10-11 to FY14-15 FY15-16 to FY19-20 FY20-21 to FY2._25 of annexing the State Trust _TOTAL PROJECTED EXPENDITURES —+—TOTAL REVFNUE(w/trust land) —4—TOTAL REVENUE trust loud) Lands. It delays the projected growing budget deficit by four years,to 2018-19, even with no new capital projects. To deal with this issue, survey respondents were asked to choose among five alternatives: 1. Raise revenue by levying a primary property tax of approximately $66 per year per I' household to eliminate the projected deficit and keep the Town's current service levels the k"' same(the Town does not currently have a primary property tax). 2. Raise revenue by increasing the Town's sales tax by 0.2 cents which will cost the average household approximately$66 per year(the current sales tax rate is 8.9 cents). 3. Keep service levels the same,but postpone raising revenue until a future date. By delaying an increase in revenue, the annual payments that will be paid by residents in the future will be higher than the amount currently estimated of$66 per household. 4. Cut or reduce services provided by the Town. 5. Don't know/Need more information. Finanical Stability Preferences The pie chart at left summarizes the survey responses. Nearly F half(48%) of the respondents said to take action sooner, rather �< x than later. These respondents were nearly evenly split between )�1x v, ro fi using property tax(25%)or sales tax(23%)to solve the problem. `' Significantly, nearly a third (30%) said they did not know and ;y ,,,r r` needed more information. Just 10% said to delay action until the 6�T"• �c�y.4� ?57:eu)L+L S?' �I1 . ; _fi- deficit actually occurs, incurring higher costs, and 12% said to reduce Town services to overcome the shortfall. Town Hall 2 participants had more information about the impacts of property and sales taxes; 66% of them supported the property tax option while 11% supported a sales tax increase. Strateg icPlan.v4.1.doc -9 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Action Plan: Government Financial Stability 1. Financial Implementation Plan for Strategic Priorities. The Fountain Hills Town Manager and his team will develop and maintain for Town Council approval, a financial plan showing(a) strategies to maintain long-term stability of the Town's finances, and(b)how the strategic priorities will be implemented, including refinements of the cost estimates contained in this Strategic Plan 2006-2010, by June 30, 2006, 2. Revenue Shortfall. The Fountain Hills'Town Council will resolve the Town's projected long-term revenue shortfall by December 31, 2007. Nearly half of the survey respondents preferred a sooner,rather than later,resolution of the projected revenue shortfall issue. a. The Town and the Strategic Planning Advisory Commission will conduct activities to educate the public about the causes and depth of the long-term revenue shortfall, alter- native solutions, and pros and cons of alternative courses of action, such as levying a primary property tax and increasing various sales tax rates. Education is critical, as 30% of survey respondents reported they needed more information before deciding how they prefer to resolve this issue. b. The Town Council will act to resolve the long-term revenue shortfall by December 31, 2007. Many residents thought the Town should raise taxes now to offset the Town's projected deficit. Residents who responded to the random sample survey were 2.2 times more likely to prefer having the Town raise taxes now to offset the Town's projected deficit (48%) than they were to think the Town should cut services or postpone raising taxes until a future date (22%). Among the 48% who supported a tax increase, residents were split on the method that should be used: 25% preferred levying a property tax and 23% preferred increasing the sales tax. Although residents preferred raising taxes to wri cutting services, 30% of those surveyed in the random sample did not have an opinion on the issue. This suggests that the Town will need to conduct a significant education effort before proceeding with any of the options that are currently being considered. ( StrategicPlan.v4.1.doc - 10- November 29, 2005 VIP Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Education: Higher and Continuing Education and Support of Educational Excellence Work with Local Schools More Closely Education of children is primarily the job of the Fountain Hills Unified School District, which is wholly separate from the Town of Fountain Hills government. FHUSD operates two elementary schools, one middle school and a high school. Also separate is the Fountain Hills Charter School, which provides K through 8th grade education. Nevertheless, the Town supports the educational system though the Mayor's Youth Council, and by sharing facilities with schools—primarily at Town parks and school gyms—to eliminate duplicate facilities. The Town and FHUSD have a blanket agreement that allows facilities to be shared without detailed negotiations over every use. The FHHS baseball and basketball teams have both won state championships in recent years,but the Town and townspeople have taken relatively little notice. Participation in school activities— athletic events, plays, concerts, etc.—by townspeople who are not parents of student participants is limited, in spite of the very high quality of these student efforts. On the other hand, football game attendance increased in 2005, as the team won the district championship for the second year in a row. To discover what issues concern the Town's Town Should Work More Closely With Schools youth, the strategic planning process involved 50 o% 10% 20% 30% 40%a 50% 60% 70% high school students in a Youth Visioning Insti- =1111111• 'IMIIIM tote. In small groups the students envisioned a very wiling {• ay future for Fountain Hills, and created multimedia descriptions of that future. Theypresented their Somewhat a7. Willing descriptions to Town Hall 1 participants, setting the stage for visioning exercises at that event. The Not Sure/Need More Information resolution creating the Strategic Planning Advi- sory Commission specifies that one member must Not Willing c')i be a youth representative. The survey supported the Town working more closely with schools, with over two-thirds (67%) of respondents strongly agreeing or agreeing that the Town government and local schools should work together more closely, ranking 6th among the 21 issues considered. This issue was the number-one ranked item for funding, with 80% of respondents very or somewhat willing to have the Town work more closely with local schools, including 58% who answered "Very willing." Just 7% of respondents were not willing to fund such activities, the smallest opposition rate among all 21 issues. No cost items were associated with this priority. StrategicPlan.v4.1.doc - 11 - November 29,2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Action Plan: Work with Local Schools More Closely (., 3. Strategic Priorities, 1-2 Years. Fountain Hills Town government will accomplish the VIP following strategic priority initiatives by December 31,2007: a. Work with local schools more closely. Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Examples of Policies: 1. Increase sharing of facili- Parks & FHUSD Covered $0 ties,that both the townspeople Recreation under existing and the schools can use, such intergovern- as: a community theater; a mental agree- community pool. ment 2. Increased facilities sharing, FHUSD Parks & Covered $0 by opening school resources Recreation under existing to Town activities, such as intergovern- classrooms for lifelong mental agree- learning, or ability to book ment school meeting facilities through the Community Center. 3. Review the Town's sign Town Council Code Division Negligible $0 ordinance for appropriate Town Attorney cost temporary celebrations of school achievements. Examples of Programs: 4. Encourage townspeople to Parks & Downtown Negligible $0 wear blue & silver, attend Recreation Economic cost school events,paint slogans Development on store windows,hang street Chamber of banners, and develop Falcon Commerce Pride, sponsored by the FHUSD Mayor and Council. 5. Connect Town volunteers Parks& FHUSD Negligible $0 with students who may need Recreation cost mentoring outside normal school counseling services. 6. Connect businesses with Chamber of Human Not a Town $0 students needing part-time Commerce Resources program school year jobs or full-time summer jobs,with job fairs. StrategicPlan.v4.1.doc - 12- November 29, 2005 vr Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Physical Planning: Zoning and Architecture Much of the physical layout of the town was created in the late 1960's by the Town's developers at MCO. They laid out the streets, subdivided lots and zoned properties by use. Some of their work was basic urban planning; some was influenced by then-current market conditions, which may have favored some types of uses over others. The MCO Master Plan became the template for the later Town of Fountain Hills General Plan. In the 15 years since incorporation, circumstances have changed in several areas related to the physical plan of the Town. These issues include: greater concerns about water availability; variances granted under planning and zoning laws; commercial structures that some feel are inconsistent with the Town's look and feel; and the recent announcement that two square miles of State Trust Lands adjacent to the Town will be developed. Low-Water Landscaping Most commercial and residential properties in Fountain Hills are landscaped using low-water native vegetation, sometimes called "Xeriscape."6 This approach requires little water or main- tenance, and can be as pleasant as more lush vegetation appropriate to Midwest or Eastern climates. It also conserves valuable water resources, and provides habitat for natural wildlife. Many home-owners associations (HOAs) regulate Require Low-Water Landscaping front landscaping within their communities, and 0% 5% 10% 15% 20% 25% 30% 35% most of these regulations call for native desert vegetation, but many homes in the Town are not Very Willing � s� covered by an HOA. �M Somewhat Willing The Town is responsible for landscaping at public facilities such as the civic center area, street Not Sure/Need More Information medians, parks and other Town-owned lands. In general, the Town uses native desert vegetation, Not willing 41l,, except for park lawns—which are watered with effluent—and Avenue of the Fountains medians. This issue was strongly supported by survey respondents, with nearly three-fourths (73%) strongly agreeing or agreeing that new developments should be required to use low-water native vegetation for landscaping, ranking 5th among the 21 issues. Over three of five (61%) respon- dents were very or somewhat willing to pay for such regulation, ranking 2nd among the 21 funding issues considered. Town Hall 2 participants rated this issue 8th among the 44 issues they considered,but did not include this issue in their implementation plans. 6 Xeriscape is a trademark of the Denver Water Department StrategicPlan.v4.1.doc - 13 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Action Plan: Low-Water Landscaping (• 3. Strategic Priorities, 1-2 Years. Fountain Hills Town government will accomplish the Nigif following strategic priority initiatives by December 31,2007: b. Low water native landscaping. Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Examples of Policies: 1. Continue to use low-water Public Works Parks & $0 native vegetation landscaping in Recreation all public projects, including Chaparral public buildings and selected City Water parklands. Co. 2. Require low-water native Planning& Code $0 vegetation landscaping in all Zoning Division commercial projects. Chaparral City Water Co. 3. Require low-water native Planning & Code $0 vegetation landscaping in Zoning Division common areas in new Chaparral developments. City Water Co. Example of Projects: 4. Educate the public to Planning & $100,000 $10 demonstrate the benefits of Zoning one-time following natural vegetation cost standards in residents' homes. StrategicPlan.v4.1.doc - 14- November 29, 2005 VIO Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Physical Planning: Zoning and Architecture Strictly Enforce the General Plan and Zoning Ordinances The Town's population, estimated at 22,900 in 2004, is projected to increase up to 34%, to 30,700 at build-out between 2012 and 2015. Some citizens are already concerned about the size and level of congestion in the Town and fear that developers may concentrate on multifamily housing for remaining vacant land,increasing the population beyond the projected 30,700 level. The Town regulates population growth indirectly, through application of its zoning ordinance. All property in the Town is zoned, and residential zones limit the number of housing units that can be built on any piece of property. While the Town has not conducted a detailed analysis of the population that could be housed on undeveloped land under current zoning, officials believe that the current projections of about 30,700 people at build-out(2012-2015) are reasonable. From time-to-time, developers may request variances from the General Plan and various ordinances, or changes to the General Plan and ordinances themselves. These requests are reviewed first by the advisory Planning and Zoning Commission, and then they are considered by the Town Council. Strictly Enforce General Plan&Zoning Ordinance 0% 10% 20% 30% 40% Under this goal the Town Council would almost never grant a variance or amend the zoning Very Willing ordinance. Instead, the Council would follow a rigid adherence to the current General Plan and S w;n neat ` ,r zoning ordinance. This approach would effectively limit the Town's population at build- More Not Information out to about 30,700, not counting the State Trust Lands. Not Willing IX r Of citizens responding to the survey, 80% strongly agreed or agreed that the Town should strictly enforce the General Plan and zoning ordinance, ranking 3rd among the 21 issues considered.Well over half(56%) were very or somewhat willing to pay for such strict enforcement, and just 20% were not willing to pay for strict enforcement. Town Hall 2 participants also rated this issue highly,ranking 10th most important of the 44 issues, and putting it in phase 1 of their implemen- tation plan. Lre StrategicPlan.v4.1.doc - 15 - November 29, 2005 Town of Fountain Hills D RA F T Strategic Plan 2006-2010 Action Plan: Strictly Enforce the General Plan and Zoning Ordinances , 3. Strategic Priorities, 1-2 Years. Fountain Hills Town government will accomplish the lodir following strategic priority initiatives by December 31,2007: c. Strictly enforce General Plan and zoning. Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Examples of Policies: 1. Strict enforcement of height Town Council Planning Negligible cost $0 restrictions,to protect mountain &Zoning views. 2. Continue the build-out plan, Town Council Planning No increase in $0 which contemplates that the &Zoning cost above Town population will stabilize at current the currently projected range of spending 29,300 to 30,700. 3. Include population projections Town Council Planning Negligible cost $0 as a criterion when considering &Zoning planning and zoning cases. Example of Projects: 4. Improve estimates of ultimate Planning& $75,000 for $8 build-out by inventorying Zoning analysis developable vacant land, and Nod applying current zoning and population ratios. StrategicPlan.v4.1.doc - 16- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 .► Physical Planning: Zoning and Architecture Regulate Commercial Architectural Compatibility Regulation of commercial architecture is important to many residents. Architectural compati- bility can be successfully regulated, but it can create significant difficulties for developers, par- ticularly when economics change. If commercial architectural compatibility standards are objective, easily understood by developers, and responsive to different economic conditions, they can improve the physical appearance of a community, and thereby increase its property values. The Town does not currently regulate architecture. While the Town has published recommended paint colors, it has not enacted any commercial architectural compatibility standards, and so it has no objective basis from which to evaluate Establish an Architecture Review Board proposed buildings. o% 10% 20% 30% 40% Survey respondents supported architectural con- Very Willing trols very strongly, with 82% strongly agreeing or agreeing establishing such controls for commer- Somewhat, Willing cial aesthetic compatibility. Moreover, 47% of respondents were very or somewhat willing to pay Not Sure/Need �,af for establishing an architectural review board to More Information ensure the architectural aesthetic compatibility of Not Willing + <' commercial property in the Town. StrategicPlan.v4.1.doc - 17- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Action Plan: Regulate Commercial Architectural Compatibility 3. Strategic Priorities, 1-2 Years. Fountain Hills Town government will accomplish the following strategic priority initiatives by December 31, 2007: d. Create a commercial architecture review board. Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Policy Outline: 1. Establish a citizens architec- Town Council Planning $80,000/yr. for $8 tural review committee to: & support to the (a) Establish objective archi- Zoning Committee, tectural compatibility including staff standards for commercial personnel costs, buildings operating expenses (b) Review proposed coin- and support mercial buildings for services. compliance with archi- tectural compatibility standards, and recommend whether a building permit should be awarded; (d) In case of a negative recommendation,work with the architect and developer to find ways to meet the building's objectives consistent with the architectural compatibility standards; (e) If not resolved within a specified time, refer the case to the Town Council for consideration. Example of Program: 2. Provide matching grants for Town Council Planning $100,000 per year $10 existing(grandfathered) & for several years for commercial buildings to Zoning matching grants. become compatible with new architectural compatibility standards. StrategicPlan.v4.1.doc - 18- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Physical Planning: Zoning and Architecture Annex State Trust Lands The State Land Commissioner has announced plans to auction off, in 2006, about two square miles (1,276 acres) of undeveloped State Trust Land adjacent to Fountain Hills, to the north. How this land will be developed, and whether it will become a part of the Town proper, are key questions. The Town has analyzed alternative development scenarios, which range from a low estimate of 1,600 new residents to a mid-range estimate of 4,000, or a high estimate of 7,600 new residents. Town officials are working with the State Land Commissioner and other officials to ensure that: • Development on the State Trust Lands is consistent with Fountain Hills standards, in terms of density and protection of views, open space,washes, hillsides,natural areas and dark skies; • Streets match up to,and meet the same construction standards as Fountain Hills streets; • Developers set aside sufficient amenities, including parks and other community facilities to support the eventual population on these lands; • Development fees pay for Fountain Hills infrastructure improvements that will be necessary to serve the additional population in this area; and • The property is annexed into the Town of Fountain Hills, so that the Town Council can zone the property, review development plans and incorporate the area into its General Plan, and so that residents' secondary property taxes may help pay off the bonds that built Town facilities that these new residents will use. If the area is not annexed prior to development, the future residents of the area will use Fountain L Hills streets, parks and community facilities anyway, without having contributed a fair share toward developing those amenities. In effect, the Town will have the burden of serving these non-citizens, without corresponding investments in the Town's service infrastructure. A statewide conservation group is circulating initiative petitions to amend the Arizona State Constitution, to permit State Trust Lands to be purchased by local governments for preservation, in addition to being sold to the highest bidder to benefit the state education system. The State Trust Lands adjacent to Fountain Hills are not covered by this proposal. In the Fountain Hills October 2005 survey, more Annex State Trust Lands than three in five (61%) respondents were very or o% 10% 20% 30% 40% 50% somewhat willing to fund annexation of the State Trust Land, including 44% who were very Very Willing �r willing. This issue ranked 3rd among the 21 issues considered. Opposition to funding was just 18%, Somewhat Willing the second-lowest level of opposition among the 21 issues. Not Sure/Need yf More Information Town Hall 2 participants also heavily favored this Not Willing «-.; issue. It was the number-one most important issue, and was at the top of their phase 1 imple- mentation plan. StrategicPlan.v4.1.doc - 19- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Action Plan: Annex State Trust Lands �. 3. Strategic Priorities, 1-2 Years. Fountain Hills Town government will accomplish the Noad following strategic priority initiatives by December 31, 2007: e. Annex State Trust Land. Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Outline of Policies: 1. Annex the State Trust Town Council Town Collection of up to $0 Lands into the Town of Manager $29 million in Fountain Hills, and Town development assume the financial Attorney impact fees, and responsibility of pro- Planning& some sales tax viding full municipal Zoning revenues from new services—police, fire, MCSO residents. emergency, street FHFD Would require maintenance and parks& Parks & additional$18 recreation facilities and Recreation million for park maintenance—at levels Finance acquisition and comparable to those State Land development, and provided to similar areas Commissioner some other costs. " in the Town. Net budget impact is unknown as ultimate population is unknown. 2. Apply planning and Town Council Planning& Negligible $0 zoning standards to the Zoning State Trust Lands consis- tent with other similar areas in Fountain Hills. i,. StrategicPlan.v4.1.doc -20- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Strategic Priorities, 3-5 Years The next set of strategic priorities are scheduled for implementation in the 3-5-years time-frame, or in calendar 2008, 2009 and 2010. In some cases, these priorities may have to be started earlier, in order to be completely implemented in the 3-5 years target. These strategic priorities generally require some significant funding, such as a bond issue with a dedicated funding source, or some other municipal resources. They include adding recreation amenities to the Parks and Recreation system; strengthening the community's small-town identity; improving municipal services related to enhancing pedestrian safety and street maintenance; education issues related to lifelong learning opportunities; and enhancing the Town's stewardship of the natural environment. Implementation of these strategic priorities is contingent on first resolving the revenue shortfall that is projected to occur as the Town nears build-out (see the section on Government Financial Stability on page 9). This projected revenue shortfall results from reduction of construction- related revenues and from loss of State shared revenues as the Town's population stabilizes. Without resolution, the revenue shortfall is projected to result in growing budget deficits sometime between the 2014-15 and 2018-19 budget years. The Town should not take on new programs or new capital projects until this projected revenue shortfall is resolved. Parks and Recreation Add Recreation Amenities Recreation options are important to many Town citizens, whether they have children, or their children are grown, or they are retirees. Town-sponsored recreation programs center around the Community Center or the various parks. Privately-sponsored recreation programs include events such as the semi-annual Fairs, other art shows, club activities,and nearby casinos. The Town Parks &Recreation Department sponsors a wide variety of recreational opportunities, including various sports leagues (providing appropriate field and court facilities), classes in various crafts and self-improvement topics, and social activities such as St. Patrick's Day and Easter celebrations,balloon ascension and other family-oriented activities. The new performance pad at Fountain Park hosted four concerts in the spring of 2005, and additional four-concert series are planned for each fall and each spring. Add Recreation Amenities 0% 10% 20% 30% 40% As the Town's population grows toward build-out in the 2012-2015 time frame, additional recrea- Very Willing tional programs and amenities will be needed to Somewhat 2y�. support the larger population. willing In the survey, 46% of respondents strongly agreed Mo a�fo matio� or agreed that the Town should have more recrea- tional amenities, ranking it 13th among the 21 Not waling • issues considered. When given more specific information, 58% of respondents were very or somewhat willing to pay to add recreation ameni- ties such as hiking trails and bike lanes, and programs such as concerts to the Town's Parks and Recreation system. Just 16%were not sure and needed more information. Strateg icPlan.v4.1.doc -21 - November 29,2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Action Plan: Add Recreation Amenities 4. Strategic Priorities, 3-5 Years. Fountain Hills Town government will accomplish the4411) following strategic priority initiatives by December 31, 2010, contingent on resolution of the revenue shortfall issue: a. Add recreation amenities Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Example of Policies: 1. Amend the Wash Town Council Town $25,000 for $3 Ordinance to permit Attorney, election development of Town Clerk, environmentally-sensitive hiking trails(requires public vote). Examples of Projects: 2. Develop (soft)hiking trails Public Works Parks & $20,000 per wash $4 in major washes,while Recreation to build trails, preserving their natural MCSO plus $20,000 per condition and wildlife(after FHFD wash/yr. for voter approval of Wash maintenance Ordinance amendment). 3. Develop pedestrian- Public Works Parks & $1 million, $6 friendly pathways and trails Recreation funded from open connecting greenbelts,parks space develop- and public facilities. ment fees. 4. Expand bike lanes on Public Works Streets Negligible cost $0 streets,where suitable, and Department for striping connect them to appropriate Parks & hiking and biking trails. Recreation Examples of Programs: 5. Expand the frequency of Parks & $15,000/yr.; $2 concerts &movies in the Recreation some expenses Fountain Park performance may be paid by pad. sponsors. 6. Increase programs that are Parks & Senior $30,000, $3 designed to integrate people Recreation Services including of different ages, incomes Ft. personnel costs and cultural backgrounds. McDowell and operating FHUSD expenses. StrategicPlan.v4.1.doc -22- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 it Small Town Atmosphere and Town Identity Strengthen the Community's Small-Town Identity Many residents value Fountain Hills' small-town atmosphere as a key to the Town's identity. They characterized this atmosphere by citing the small population size (22,900 in early 2005; 30,700 projected at build-out in 2012-15, not including State Trust Lands), low crime and traffic congestion, few stoplights, locally-owned and chain retail establishments (without "big box" stores), good neighborhood schools, and activities and traditions—the fairs, holiday snow, the iconographic Fountain (green on St. Patrick's Day), spirit of volunteerism, etc.—that bond residents in an immeasurable"sense of community." The Town and many service organizations actively preserve the small-town atmosphere and identity. The Town develops the General Plan and enforces planning and zoning regulations that effectively regulate growth. The Town operates and maintains the Fountain. The Chamber of Commerce sponsors the fairs and the holiday Stroll in the Glow. The Civic Association sponsors the Town Hall events. The Golden Eagle Foundation manages the volunteer mentoring program at the local schools, and coordinates and supports scholarships for high school graduates, along with several other service clubs. Many other organizations mobilize thousands of volunteers to improve the community, with informal assistance from Town staff to coordinate volunteer opportunities. As a result, much of the citizenry shares a sense of personal identity with the Town, forming a sense of community. One important element in the Town's small-town identity is its citizen participation on the strate- gic planning process. Over 1,200 residents responded to the survey, a very high 50% response rate. Another 330 participated in one or both Town Hall events. Many volunteers and 50 students participated in the Youth Visioning Institute. Strengthen Small-Town Identity 0% 10% 20% 30% 40% Town residents like the small-town atmosphere that pervades Fountain Hills, and repeatedly name Very Willing ca, this characteristic as a key reason why they live here. In the survey, 77% of respondents said that Somewhat small-town atmosphere was extremely important Willing or veryimportant reason whytheydecided to live p Not Sure/Need in Fountain Hills, ranking 4th among the 15 rea- More Information sons listed.Nearly one-third(32%) said the small- town atmosphere was the number-one reason they Not willing will stay in Fountain Hills, more than any other reason, and over half (51%) placed this reason among their top three, second among the 15 reasons to stay. A total of 43% of survey respondents were very or somewhat willing to pay for programs and projects to strengthen the community's small-town identity. Town Hall 2 participants ranked strengthen the community's small-town identity 4th most important among the 44 issues they considered, and put this issue in their Phase 1 plan. StrategicPlan.v4.1.doc -23 - November 29,2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Action Plan: Strengthen the Community's Small-Town Identity 4. Strategic Priorities, 3-5 Years. Fountain Hills Town government will accomplish the following strategic priority initiatives by December 31, 2010, contingent on resolution of the revenue shortfall issue: b. Strengthen small town identity: Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Examples of Programs: 1, Expand opportunities Civic Local clubs Additional events $11 for citizens to get toge- Association, and and concerts: ther,both in celebration Parks & organizations $110,000/yr. and to engage in dialog Recreation about the community, such as White Castle Day (resurrected), Soap Box Derby, Founders Day, Independence Day fire- works,Pony Express Days, etc., and more concerts in Fountain Park. 2. Partner with Ft. Parks& Economic To coordinate $20 McDowell on local Recreation Development programs listed: events; cross-promote Specialist; $200,000, recreational programs. Tourism including Council personnel costs, 3. Mentor new residents: Civic Parks & operating work with Home Gree- Association Recreation expenses and tings; welcome new resi- River of Time support services. dents in the Compass; Museum host workshops on Town history and operations; partner with Civic Assoc., as in past years. 4. Create a"one stop Town Manager Town shop"for information Parks & Department about Town government; Recreation Heads calendar of events; volunteer opportunities; local businesses; etc; distribute brochures through Library, Town Hall, Chamber of Com- merce, etc. StrategicPlan.v4.1.doc -24- November 29, 2005 VIP Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Example of Projects: 5. Emphasize the Foun- Parks& Public Works Additional $1 tam as an icon of the Recreation Department fountain features, Town's identity; create Public Arts approximately additional fountain fea- Committee of $10,000 each,plus tures at key focal points Cultural $1,500 each (such as intersections and Council annual operating parks), to strengthen citi- and maintenance zens' association with expenses. fountains and the Town. Coordinate new fountains through Fountain Hills Cultural Council's Public Arts Committee and other groups. L StrategicPlan.v4.1.doc -25 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Municipal Government Services (. 10 Enhance Pedestrian Safety As the Town's population and traffic increase toward build-out, pedestrians will be in increasing danger. Development of pedestrian-friendly sidewalks and safe crossings is a concern of many residents. Of particular concern is a pedestrian-friendly crossing over Saguaro Blvd. between Fountain Park and the Avenue of the Fountains. Enhance Pedestrian Safety In the survey, 50% of respondents strongly agreed 0% 10^io 20% 30% 40% or agreed that the Town should improve safety by Very wining adding sidewalks and improving crosswalks, = ranking 11th of the 21 issues addressed. Regarding Somewhat - funding, 44% of residents were very or somewhat Willing --, willing to fund enhanced pedestrian safety, ran- Not Sure/Need king 8th among the 21 issues; nearly one-quarter More Information (24%) were not sure and needed more infor- mation. Not Willing ,W5t,: Action Plan: Enhance Pedestrian Safety 4. Strategic Priorities, 3-5 Years. Fountain Hills Town government will accomplish the following strategic priority initiatives by December 31, 2010, contingent on resolution of the revenue shortfall issue: c. Enhance pedestrian safety. (` Cost per Lead Household Activity Responsibility Support Estimated Costs per Year Examples of Projects: 1. Increase use of Public Works $30,000 per intersection $10 "striped"crosswalks, for crosswalk; $100,000 pedestrian signals and per intersection for other traffic controls at pedestrian-controlled key intersections. traffic signals. 2. Build more sidewalks Public Works $66,000/yr. for 20 years $7 throughout Town each year. StrategicPlan.v4.1.doc -26- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 (lbw Municipal Government Services Ensure All Streets Are Well-Maintained and Smooth The Town government is responsible for maintaining the public streets. Maintenance includes sealing pavement cracks, patching potholes, resurfacing streets with slurry, or repaving streets with new asphalt. Important principles of maintaining streets economically are to take preventa- tive measures when possible, such as sealing cracks, making repairs quickly, and improving the worst situations every year, as needed. The Town's streets are generally in good condi- Ensure All Streets Are Well-Maintained&Smooth tion, due to regular maintenance made possible by o% 10% 20% 30% 40% approval of street repair bonds financed by a secondary property tax. While the Town has very willing ;ii,"r,; invested significantly in paving and maintaining all of its streets, residents have suggested addi- Somewhat Willing tional improvements. Not Sure/Need The survey revealed that while just 29% of the More Information residents strongly agreed or agreed that the Town Not Willing should resurface the streets more often, about half emeommeemmememei were very willing or somewhat willing to pay to ensure that all streets are well maintained and smooth. fhtir Action Plan: Ensure All Streets Are Well-Maintained and Smooth 4. Strategic Priorities, 3-5 Years. Fountain Hills Town government will accomplish the following strategic priority initiatives by December 31, 2010, contingent on resolution of the revenue shortfall issue: d. Maintain smooth streets. Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Example of Projects 1. Increase frequency of Public Works $1.2 million/yr. to $120 street resurfacing. increase frequency of slurry and overlay resurfacing; $19 million over 20 years L StrategicPlan.v4.1.doc -27- November 29,2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Education: Higher and Continuing Education and (, Support of Educational Excellence Support Lifelong Learning Opportunities Education of adults in Fountain Hills is primarily the responsibility of Scottsdale Community College, also a wholly separate entity from the Town of Fountain Hills government. In the past, Scottsdale Community College has offered courses in Fountain Hills, however interest declined and the college virtually eliminated courses offered in town several years ago. Recently, SCC has offered a limited number of art and digital photography classes at the Community Center. With this start, reviving a relationship with SCC may be possible, to increase the number of courses offered in Fountain Hills. The Town's Parks & Recreation Department, however, offers classes in language, hobbies and other activities through its recreational programs,primarily at the Community Center. The Senior Center, a program of the Town's Parks & Recreation Department, offers a variety of classes and programs for seniors, including financial advising,hobbies, and more. Support Lifelong Learning Opportunities Computer labs in Fountain Hills are located on 0% 10% 20% 30% 40% school campuses, in the Town library (operated by the Maricopa County Library District) and the Very Willing Senior Center (through Senior Net, available only to Seniors who are members, housed at the Somewhat .uY),4° Community Center). These organizations offer Wi°'"g basic computer application courses. A number of Not Sure/Need X colleges and universities around the country and More Information the Valley have on-line courses available to Internet users. Not Willing t Survey respondents ranked this issue 9th most important among the 21 issues considered, with 54% strongly agreeing or agreeing that the Town should promote lifelong learning for residents of all ages. Funding support was a bit less, with 43% very or somewhat willing to pay for investing in lifelong learning activities for residents of all ages; over one-quarter(26%)were not sure and needed more information. StrategicPlan.v4.1.doc -28- November 29, 2005 ,, Town of Fountain Hills D RA F T Strategic Plan 2006-2010 Action Plan: Support Lifelong Learning Opportunities 4. Strategic Priorities, 3-5 Years_ Fountain Hills Town government will accomplish the following strategic priority initiatives by December 31, 2010, contingent on resolution of the revenue shortfall issue: e. Support lifelong learning. Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Examples of Programs: 1. Increase availability of Parks & Maricopa $100,000/yr. for $10 on-line classes, and Recreation County 20 workstations at supplement computer Library $5,000 per work- facilities to access them as District station/yr., inclu- needed. FHUSD ding equipment, Senior software, Internet Center access mainten- Information ance and technical Services support 2. Increase courses of Senior Recreation Cost paid by user $0 interest to seniors, related to Services fees. history,travel,hobbies, arts, filkor culture and other topics; the lifelong learning center might be co-located in the senior center,among other places. _ 3. Provide access to courses Parks & FHUSD Costs paid by user $0 with college accreditation, Recreation Community fees and SCC for adults who may want to Center revenues. finish their college degree, Recreation youth who want to begin SCC,NAU college in their home town, or other or residents who can college advance professionally with key credits. A satellite campus of Scottsdale Community College or an association with ASU or NAU might achieve this activity. StrategicPlan.v4.1.doc -29- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Preservation of the Environment (, 01) Enhance Stewardship of the Natural Environment The natural environment is a key feature of Fountain Hills, including the abundant natural desert vegetation and wildlife, the open spaces in canyons and washes that are preserved, the majestic views of the McDowell and Superstition mountains, and the dark skies that show off the moon, planets and stars of the Milky Way. The Town actively protects the natural environment,by: • Prohibiting development in washes(Wash Ordinance,Art. 9-3); • Prohibiting development in steep canyons (Hillside Protection Ordinance); • Preventing disturbances of natural areas during nearby construction (Subdivision Ordinance, Sec. 15-504,Land Disturbance/Hillside Protection); • Preserving dark skies by regulating commercial lighting(Art. 7-7); • Preserving mountain views by limiting building heights; • Regulating the preservation of open spaces; • Regulating development and use of the McDowell Mountain Preserve; • Purchasing open space. As a result, Fountain Hills residents share the ecosystem with rabbits, coyotes,javelina, diverse reptiles, birds, wildflowers, cacti and other desert fauna and flora. The McDowell Mountains are majestic from nearly any hilltop, and the absence of street lights makes the Milky Way visible from horizon to horizon on clear nights. Some citizens have criticized Town environmental regulations as too stringent: • Prohibitions of development in washes precludes creation of eco-friendly soft hiking trails. • Preserving non-disturbance areas means that accumulated brush may fuel wildfires. • Hillside protection forces developers to build on ridge-tops,rather than to tuck buildings less- obtrusively into the hillsides. Enhance Stewardship of the Natural Environment The Town actively supports environmental preser- o^%a 10% 20% 30% 40% vation, but many citizens would have the Town take a more active role to protect the natural en- Very Willing i.X vironment, open spaces, view corridors and dark skies. Nearly 3 of 5 (59%) survey respondents s win ngat strongly agreed or agreed that the Town should enhance its stewardship of the natural environ- Not Sure/Need ,, ment. Further, 40% indicated they were very More Information -- willing or somewhat willing to pay to enhance the Not Willing '�sa Town's stewardship of the natural environment. Town Hall 2 participants were also concerned about stewardship of the environment. They ranked this issue second among the 44 issues considered, and put it into phase 2 of their implementation plans. StrategicPlan.v4.1.doc -30- November 29, 2005 410 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Action Plan: Enhance Stewardship of the Natural Environment 4. Strategic Priorities, 3-5 Years. Fountain Hills Town government will accomplish the following strategic priority initiatives by December 31, 2010, contingent on resolution of the revenue shortfall issue: f. Enhance stewardship of natural environment. Cost per Lead Estimated Household Activity Responsibility Support Costs per Year Example of Policies: 1. Establish view corridors Town Council Planning For study to support $10 with development restric- &Zoning ordinance change: tions to protect mountain $100,000. views from key public observation points. Exmple of Projects 2. Educate the public on Code Division MCSO $20,000 for printed $2 ways to meet security and material on residential decorative goals without dark skies compliance causing light pollution. Examples of Programs: 3. Increase frequency of Public Works Streets Additional$160,000 $16 wash maintenance to Dept. /yr. to double wash remove trash and debris, clean-up frequency: preserve their natural state and ensure proper drainage. 4. Improve street sweeping Streets Dept. Purchase replacement $5 program to pick up smaller sweepers: $50,000/yr. particulates and reduce dust. 5. Begin pro-active moni- Parks & Public A Ranger and in- $15 toring and maintenance of Recreation Works creased maintenance: McDowell Mountain MCSO $150,000/yr., inclu- Preserve trails,rather than ding personnel costs, reacting to problems with operating expenses volunteers. and support services. 6. Start pro-active code Code Division Planning $200,000/yr., $20 enforcement so that &Zoning including personnel Fountain Hills is as costs,operating environmentally attractive expenses and support and well maintained in services. 2025 as it is in 2005 StrategicPlan.v4.1.doc -31 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Not Town Priorities At This Time Many ideas were considered during the strategic planning process, but did not reach a sufficient level of consensus by citizens to become part of this five-year Strategic Plan 2006-2010. The strategic planning process continuously identified issues, organized them, and narrowed them to the most important, strategic issues. This process began with the SWOT analysis, the Key Informant Interviews and the Youth Visioning Institute, All of these issues were inputs to the Town Hall 1 event,where participants discussed and narrowed the issues core values phrases and vision statement elements. The Technical Advisory Committee organized the issues into focus areas and developed the Strategic Choices report, which focused on 44 strategic policy choices. Town Hall 2 participants drew out the 11 most important issues and prioritized them. The random sample survey con- sidered these and several more important issues. The result is 12 strategic priorities that have general agreement and significant willingness to pay for the implementation costs, among the citizenry Few ideas got all the way through this exacting and rigorous process; most did not. They are therefore not part of the strategic priorities for the 2006-2010 planning cycle. Many of these ideas are passionately advocated by groups of citizens, but they are not supported by a wide- enough segment of the population to warrant spending the Town's scarce resources on them during this planning cycle. They may be considered again in the next planning cycle. Groups who remain enthusiastic Not Town Priorities At This Time for these ideas and want to see 0% 20% 40% 60% 80% 100%(410) l them implemented during the next five years are encouraged (a) to Teen Activity Center PPA f �d 24% r.f' wiTypim find outside partners and non- Public Transportation 1PP(- , ,ftc:if d 23%„ 'i, xx, municipal resources with which to Aquatic Center .*04i /r-7/— 161% ;z; e 4w rev1 implement them, and(b) to educate Town Garbage Svc. 'log °r ; 18% „ .; M r Nimmumm the citizenry about how their ideas Curbside Recycling ;i ! ';r45/'f, ;19% i ;" �i ,r`` ? contribute to the quality of life in Housing Quality Codes ✓ liJ/i 28/0, zrs"4 K— Fountain Hills. � immomonlm New Community Park .i 02, 27% :'.'? : 2t..iri$Z y` ":'.`,'F�'. Fountain Hills Blvd. ,7e.VA#11 , 19% In each case, the percentage of survey respondents who are very Preforming Arts Ctr. : 2 willing or somewhat willing to Stand-Alone Senior Ctr. Pr.�:r 24% fund these ideas was less than Very Willing ®Somewhat Willing D Not Sure ®Not Willing 40%. Moreover, the percentage of respondents who are not willing to fund these ideas was at least 40%. For six of the 10 ideas, the percentage of respondents who are not willing to fund these ideas was over 50%. Strategic planning is not only about identifying the priorities on which the Town should focus its efforts; it is also about identifying ideas that the Town should not divert its scarce resources to review,research,reconsider and reject. StrategicPlan.v4.1.doc -32- November 29, 2005 { Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Action Plan: 5. Not Town Priorities at this Time. The Fountain Hills Government should not focus attention on the following initiatives that are not Community priorities at this time. Groups of citizens who want to see these projects implemented are encouraged to pursue partnerships with other organizations and funding sources, and to educate the public about how these projects will improve the quality of life in Fountain Hills: a. Build a new teen activity center. b. Improve public transportation services to and from Fountain Hills and other communities. c. Build a new aquatic center that has features for people of all ages. d. Establish a Town-operated garbage collection service. e. Create a curbside recycling program. f. Increase enforcement of housing quality codes with occupancy change inspections. g. Acquire land, develop &maintain a new 15-acre community park. h. Widen Fountain Hills Boulevard. i. Build a new performing arts center. j. Build a larger stand-alone senior center. From time-to-time, new ideas will likely surface, diverting the Town's attention from accomp- lishing its strategic priorities. This diversion should be resisted. These kinds of new ideas should be sent before the Strategic Planning Advisory Commission to review for consideration in the Town's next five-year strategic plan. L L StrategicPlan.v4.1.doc - 33 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Commercial Vitality and Business Development A key issue throughout the strategic planning process was the Town's vision for the downtown area, roughly between Saguaro and Fountain Hills Boulevards, and El Lago and Palisades Boule- vard. As part of the Town's small town character,many residents prefer"mom&pop" establish- ments and upscale national chains, rather than"big box"retailers. Many are also eager to see the south side of Avenue of the Fountains developed with street-level retail businesses. The Town's Economic Development Specialist supports the downtown business community, as a resource and Town liaison. The Town contributes to joint tourism marketing activities with the Fort McDowell Yavapai Nation, administered by the Chamber of Commerce. A sales tax abatement is expected to be paid off well ahead of schedule. The Town's 2.6% sales tax combines with state and county sales taxes to an 8.9% tax rate at the cash register, higher than most of its neighbors.Part of the Town's sales tax(0.1%) is dedicated to downtown economic development; virtually all of this revenue through 2009 will be needed for Avenue of the Fountains enhancements and economic development activities. Both the survey and Town Hall 2, participants were offered a choice between a downtown area that serves primarily Town residents, or a destination shopping and tourism area such as Kierland Commons or El Pedregal at The Boulders. Majorities of both survey respondents and Town Hall 2 participants prefer downtown to serve primarily local residents,rather than focus on attracting shoppers and tourists from all over the Valley. Neither group had information about the relative revenue impacts of these choices, but the Town Hall group had information about their cost impacts. Approach to New Business Development 0% 10% 20% 30% 40% 50% 60% In the survey, over half(54%) of respondents said they prefer that new businesses in the downtown Serve local area mainly serve the needs of local residents, residents while one-third (33%) preferred that the down- Destination for town attract businesses and shopping areas that tourists would be destinations for tourists and residents Neither from other communities; 11% said that new busi- nesses are not needed in Fountain Hills, and 3% , Don't know "Don't Don t know.„ Survey respondents were asked about the types of new business development they preferred in Fountain Hills as a question about their vision for the Town. They were not asked the other ques- tions about agreement with or willingness to fund specific programs. New activities to promote Fountain Hills' commercial vitality and business development are not included among the Town's priorities in this Strategic Plan 2006-2010. Current Town economic development activities are expected to continue at current levels, but the focus of its economic development activities will emphasize mainly products and services for local consumption. 7 See comparison table in section on"Governmental Financial Stability,"page 8. StrategicPlan.v4.1.doc -34- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 • Arts and Culture The Town of Fountain Hills supports arts and culture directly by financing and building the public library and the museum, and by providing public safety and logistical support to the Fairs (including some fee-based services) and other arts-related events. The Town's civic center area, hosts sculptures provided by the Arts Council, Sunridge Foundation and private donors. The Community Center hosts art shows by local artists and organizations. The Town and other organizations sponsor music events at the Fountain Park performance pad and other venues. The Town hosts the Fountain Hills Arts Commission, Approach to Arts&Cultural Programs 0% 10% 20% 30% 40% Survey respondents were split between having the ��.�■ Town develop arts and cultural programs and Serve local facilities that serve local residents (31%) or serve residents as a destination for tourists (37%). A quarter said Destination for trY,;•. "neither;" more arts and cultural amenities are not tourists needed in Fountain Hills. Town Hall 2 partici- Neither '4.9'f pants were more-evenly split, at 41% for a local approach,to 42% for a tourist destination. Don't know Build a New Performing Arts Center 0% 10% 20% 30% 40% 50% 60% 70% In both the survey and Town Hall 2,thisissue a Very Willingr reported as not important to most peopleiss . Just s 22% of survey respondents said that availability Somewhat of arts and cultural amenities was extremely or 111111, Willing very important as a reason they moved here, rwan- Not Sure/Need king 14th among the 15 reasons listed. Only 3% More Information named availability of arts and cultural amenities among the three top reasons they will stay in Not Willing `Y Fountain Hills, 13th among the 15 reasons to stay. Just 24% of respondents strongly agreed or agreed that the Town should have a new performing arts center, ranking 20th among the 21 issues addressed. Only 19% were very willing or somewhat willing to fund a new performing arts center, ranking 20th among the 21 funding issues. The largest negative response to the funding question was regarding a new performing arts center,with 61% of respondents against it. Town Hall 2 Participants reported similar results. Six of 12 groups ranked the statement, Fountain Hills should become an arts & culture for local participants, among the top 15 of 44 issues considered. Priority scores ranked this view 15th among the 44 issues. Only one group ranked the alternative—that Fountain Hills should become a destination center for the arts and culture—with a priority ranking of 33 among the 44 issues. Due to lack of consensus in favor of actions relating to the arts and culture, the Strategic Plan 2006-2010 includes no additional Town support for the arts and culture in Fountain Hills. Indi- viduals and organizations interested in additional arts and cultural activities are encouraged to pursue ideas and projects with other partners and non-municipal resources, and to educate the public about how arts and cultural programs affect the quality of life in Fountain Hills. StrategicPlan.v4.1.doc -35 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Vision and Value statements , Vision Statement Elements At the Town Hall events, small groups of participants identified elements that defined their vision of Fountain Hills in the future. Members of the Technical Advisory Committee compiled those phrases into vision statement components. Participants then voted for those statements that most closely reflected their vision of Fountain Hills' future. The most popular vision statement components are: • Fountain Hills is dedicated to careful stewardship of the most beautiful natural desert area in the world. It's maintained its starry nights, clean air, and water quality. • Fountain Hills is recognized as the best planned community in Arizona. Growth and density have been closely managed to maintain the Town's unique character. • Fountain Hills has the premier school district in Arizona offering lifelong learning. • Town Government is fiscally sound and has reliable revenue streams. • New business development in downtown Fountain Hills mainly serves the needs of residents, rather than primarily focusing on attracting tourists and residents from other communities. Value Statements At the Town Hall 1 meeting, small groups of participants were asked to brainstorm their value statements. After the sessions, the consultant compiled all the value statements from all 13 small groups, and ranked them by the number of groups that referenced similar ideas. The following are the most-repeated values,based on the number of references. • Education • Cultural diversity • Public safety • Environment • Community participation, involvement and volunteerism • Preserve small town character • Recreational opportunities StrategicPlan.v4.1.doc -36- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 (kw Keeping the Process Alive Action Plan 6. Strategic Planning Advisory Commission. The Fountain Hills Town Council will create and appoint members to a Strategic Planning Advisory Commission (SPAC) by February 2, 2006. to oversee implementation and periodic updates of the Fountain Hills Strategic Plan. The Strategic Planning Advisory Commission will have seven citizens appointed through normal procedures, and including citizens and business people of diverse backgrounds, with strategic planning experience and at least one youth 18 years or younger when appointed. Members will serve staggered terms to ensure continuity. Implementing and periodically updating the strategic plan requires cooperation among the SPAC, Town Council and staff, each with specific responsibilities: Strategic Planning Advisory Commission Responsibilities • Champion the strategic plan,to keep it visible for the Council, staff, citizens, and media. • Provide the strategic plan to all candidates for Fountain Hills Town offices. • Educate newly elected and appointed officials about the strategic plan, to ensure they understand its significance as a strong directive from the citizens of Fountain Hills. • Assess progress and challenges annually. • Update the strategic plan at least every five years,using a citizen-driven process. (11, • Initiate citizen involvement activities to obtain input on strategic planning issues. • Build partnerships to help implement strategic priorities and leverage community resources. • Meet annually with the Town Council to discuss strategic plan implementation, accomplish- ments, challenges and update issues. • Develop a brief quarterly strategic plan progress report and create and submit a news release outlining the report. • Serve as a speaker's bureau to keep the strategic plan in the forefront of the community through presentations at civic and business groups. • Meet as often as needed to keep the plan alive; more frequent meetings will likely be needed as the SPAC organizes; the number of meetings should decrease as the SPAC matures. • Host public dialogue about new strategic initiatives to consider in the next planning cycle. Staff Responsibilities • Provide support and technical assistance to the SPAC at its regular meetings. • Serve as liaison between the SPAC and the Town Council. • Designate a staff representative to serve as a non-voting, ex-officio member of the SPAC. • Provide support and technical assistance in implementing public involvement activities and strategic plan updates. • Provide information about specific project implementation and financial planning data. • Present strategic plan priorities to the Town Council detailing resource needs and imple- mentation options. • Provide financing options to the Town Council to implement initiatives. StrategicPlan.v4.1.doc -37- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Town Council Responsibilities . • Serve as the leaders of strategic planning in Fountain Hills and weigh decisions in light of the citizen input provided in the strategic plan. • Create the SPAC and appoint its members.Maintain the SPAC at full membership. • Participate in the annual strategic plan work session with the SPAC. ' • Review and consider adopting strategic plan updates. • Provide time for quarterly updates by the SPAC at Council meetings or work sessions. • Designate a revolving member of the Council to serve as a non-voting, ex-officio member of the SPAC and attend all meetings. • After adoption of the strategic plan, provide direction to Town staff on priorities and make decisions about implementation, financing options, and financing sources. • Refer ideas and suggestions for future community initiatives to the SPAC for consideration in the next strategic planning cycle. • Provide financial and other resources to the SPAC for strategic plan update and public involvement activities. A Town Council resolution to adopt this Strategic Plan 2006-2010, and create the Strategic Planning Advisory Commission is in Appendix A. StrategicPlan.v4.1.doc -38- November 29, 2005 41111, Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Low Additional Materials The following sections provide more information about the year-long, citizen-driven strategic planning process. A methodological summary details how the strategic priorities, vision elements and values were developed. Long lists of "Thank-yous" are acknowledged to the more than 1,500 participants who helped develop the strategic plan's content, and the nearly one hundred volunteers and professionals who helped produce this Strategic Plan 2006-2010. Additional information about members of the Technical Advisory Committee, who volunteered their time virtually every week for a year, is also included below. Summary of Methodology to Identify Priorities The Fountain Hills citizen-driven strategic planning process used several venues and methods to solicit input from and communicate with the Town's citizenry. These included a kickoff event with over 200 participants; key informant interviews with over 30 community leaders; presenta- tions to 19 community groups; Youth Visioning Institute with 50 high school student partici- pants; two all-day Town Hall events with 330 people attending one or both events; four Informed Choices workshops, with experts on various strategic planning-related topics; a random sample survey to which over 1,200 residents responded; three presentations to the Town Council; over 70 newspaper articles in two papers, each with about 6,000 circulation in Fountain Hills; three newsletters and three major articles in the Town's newsletter, Compass. This process was overseen by a Technical Advisory Committee (TAC; see page 43), a volunteer group of Fountain Hills citizens with experience in strategic planning and other community leaders. As the group closest to the process and the issues emerging from the process, the TAC developed recommendations about what should or should not be in the Strategic Plan. The first four Vision Statement Elements were derived from Town Hall 1. In small groups, citi- zens listed their visions for the Town. TAC members compiled all the small group vision elements into 15 statements. Participants then voted for the top three statements that best reflec- ted their view of the Town. The vision elements shown are the most popular from that exercise. The last Vision Statement Element was a key vision issue addressed by both survey respondents and Town Hall 2 participants: whether the Town should pursue strategies for downtown area development that would serve primarily local residents, or become a destination center for tourists and residents of other communities. Majorities of both the survey respondents and the Town Hall 2 participants believe that the downtown area should serve primarily local residents. The Values Statements were also derived from Town Hall 1. In small groups, citizens listed the values that were so important to them, they would not want to compromise on them. Participants then voted for the top three value statements that best reflected their values. The value statements shown represent the most popular value statements from that exercise. The primary guidance in finalizing the Town's strategic priorities was the survey. The TAC's array of strategic priorities in 1-2 years, strategic priorities in 3-5 years, and initiatives that are not Town priorities at this time correlate directly with the results of the survey. The TAC believes that the survey is the best reflection of Townspeople's opinions at this time. StrategicPlan.v4.1.doc -39- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Reliance on the survey data does not mean that the TAC ignored the input from all the other sources. The other events helped to identify the key issues that concern Fountain Hills residents, to understand citizens' feelings about the issues and to frame the questions asked in the survey. Many ideas were considered during the strategic planning process, but only a few—a dozen strategic priorities—reached a sufficient level of consensus by citizens to become part of this five-year Strategic Plan 2006-2010. The process has been like an information funnel. The strategic planning process continuously identified issues, organized them, and narrowed them to the most important, strategic issues. The TAC collected ideas through a wide variety of sources: The SWOT analysis (see Appendix B) identified 168 strengths, weaknesses, opportunities and threats. The Key Informant Interviews (Appendix C) identified 10 major topics and 13 additional issues. The Youth Visioning Institute (Appendix D) identified 10 common themes from the student multi-media presentations. The Where We Are Now report (Appendix E) contained a statistical and narrative snapshot of the Town. All of these issues were inputs to the Town Hall 1 event (Appendices F and G), where 168 participants narrowed the lists to 27 values phrases and 15 vision statement elements. The Technical Advisory Committee organized all of the issues into focus areas and developed the Strategic Choices report (Appendix H), which identified 44 strategic policy choices. Partici- pants at the Town Hall 2 event narrowed these choices to the 11 most important issues, and prioritized them (Appendices I and J). The random sample survey considered these and several more important issues, evaluating 24 visionary and strategic issues in all. The result was to narrow the issues to 12 that have general agreement among the citizenry, and significant willing- #` ness to pay for the implementation costs. The analysis of survey data by the ETC Institute (Appendix K)8 ranked the results from question 6, Community Vision, based on the percentage of respondents who strongly agree or agree with the statements describing each of the 21 issues surveyed. ETC also ranked the results from question 8, Willingness to Pay, ranking the percentage of respondents who are very willing or somewhat willing to pay the additional cost, through user fees, property taxes or sales taxes, for implementing each of the 21 issues surveyed. For each issue, ETC then added the "Vision" rank to two times the "Funding" rank, to generate a "Vision-Funding Rating." This approach con- siders both agreement with the vision and willingness to pay, but weights the willingness to pay by double. ETC then divided the resulting list into three parts. The first part, containing the five Strategic Priorities, 1-2 Years, are the items with a Vision-Funding Rating between 2 and 20. The six Strategic Priorities, in the 3-5 year range, are the items with a Vision-Funding Rating between 21 and 30. Items with a Vision-Funding Rating of 31 or more are categorized under Not Town Priorities at This Time. The results are summarized in the Executive Summary, and are presented in more detail in the main body of the Strategic Plan 2006-2010. 8 2005 Strategic Planning Community Survey;Findings Report, conducted for the Town of Fountain Hills by ETC Institute,October 2005. See in particular the Executive Summary,page 8. Strategic Plan.v4.1.doc -40- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Acknowledgements Development of this Strategic Plan involved many hundreds of individuals who participated in the various events that were part of the strategic planning process. They are too many to name here,but their input was heard and considered, and it helped to shape this Strategic Plan. Many thanks are due to the Members of the Technical Advisory Committee, citizens of Fountain Hills who volunteered their time to design the process, organize the events, oversee the process and make the Strategic Plan truly citizen-driven. They are: Janice Abramson, Chair, Survey Sub- committee; Curt Dunham, Co-Chair, Town Hall Subcommittee; Peggy Fiandaca, Co-Chair, Youth Visioning Institute; Jim Hamblin, Chair, Key Informant Survey Subcommittee; Henry Leger, Co-Chair, Youth Visioning Institute; and Mike Tyler, Chair Communications Subcom- mittee. Civic Association President Roger Riggert, Co-Chair, Town Hall Subcommittee, and. Bob Yordy, who served until May 2005 as Chair, Speakers Bureau, both represented the Fountain Hills Civic Association, the major cosponsor of the citizen-driven strategic planning process. Council Member Ed Kehe represented the Town Council on the Committee, as did Council Member Kathleen Nicola until her untimely death on May 19, 2005. Town Manager Tim Pickering served as a Committee member, and Executive Assistant Shaunna Williams provided administrative services. Many organizations and volunteers stepped forward to help organize and produce the Youth Visioning Institute, the Town Hall events and communications media, and to preview and test the Town Hall materials. Thanks are due to the Civic Association, Four Peaks Women's Club, fibre Boys & Girls Club and the Fountain Hills PTO. Many thanks also to Mihir Bavishi, Julia Becklund, Nancy Blumenstein, Rosemary Bonaguidi, Jerry Bryan, Janet Bunchman, Michelle Cieslewski, Daniel Cifuentes, Carol Coates, Jack Colley, Arlie Denomme, Bob Deppe, Ginny Dickey, Walt Dunne, Myrle Erlich, Dan Foster, Richard Frederick, Sue Frederick, Peter Goldammer, Barb Hanson,Derald E. Hoffman, Grace Jakubs, Dwight Johnson, Bob Kenna, Bev Kinsey, Roy Kinsey, Ed Landman, Janet Leger, Joe Lindner, Robert Mansolillo, Jeanine McIntosh, John McNeill, Sharon Morgan, Sheila Nichols, Betty O'Flynn, John O'Flynn, Travis Patch, Phillip Riesland, Mary Rosenfeldt, Robert Rubenow, Bob Schmidt, Elisa Tostado, Dorothy Verbal, Esther Whitaker, Judy Woods, and Terry Zimmerman. We apologize to all the other volunteers whom we may have inadvertently not included. Other volunteers, from outside of Fountain Hills, provided independent facilitation services for the small groups at the Town Hall events, including James Atkins, Aaron Aylsworth, Wayne Balmer, Priscilla Copeland, Kristin Darr-Bornstein, Barbara Ganz, Carlos Duarte Herrera, Jacqui Fifield, Jennifer Livingston, Marsha Miller, Barbara Shuck, Becky Thacker, Jerry Williamson and Linda Winslow. The Fountain Hills Town Council committed to strategic planning on December 16, 2004, when it adopted the public participation plan developed by the Technical Advisory Committee. They include Mayor Wally Nichols, Council Members Mike Archambault, John Kavanagh, Ed Kehe, Keith McMahan, Kathleen Nicola, and Jay Schlum. Thank you for believing in the process and accepting public input into the governance process. StrategicPlan.v4.1.doc -41 - November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 The Fountain Hills Unified School District hosted both the Youth Visioning Institute and Town Hall 1. Thanks go to Dr. Marian Hermie, Superintendent; Patrick Sweeny, Principal, Fountain Hills High School; and George Waligora,Facilities Manager. Thanks are also due to the Fountain Hills restaurants that catered the two Town Hall events, including La Piazza(lasagna supper), Boomer's (continental breakfast) and Phil's Filling Station (continental breakfast and luncheon sandwiches). All are located along Saguaro Boulevard in Fountain Hills. Catherine Connolly,then Executive Director, League of Arizona Cities and Towns, delivered the keynote at Town Hall 1. Tom Belshe, Member Services Director, League of Arizona Cities and Towns, presented a valuable Informed Choices workshop on "Charter Government." Town staff presented the other workshops, including: Julie Ghetti, Finance Director, "Town Finances — Choices for the Future;" Richard Turner, Planning and Zoning Administrator, "Architectural Controls and View Corridors;" and Mark Mayer, Parks and Recreation Director, "Park Develop- ment and Standards." Other key Town staff who provided valuable support to the process include: Judge Ted Armbruster; Evelyn Breting, Volunteer Coordinator; Mike Ciccarone, Information Technology Coordinator; Samantha Coffman, Community Center Supervisor; Lieutenant John D'Amico, Maricopa County Sheriff's Office; Rino Ghetti, Community Center Operations Supervisor; Megan Griego, Economic Development Specialist; Randy Harrel, Town Engineer; Fire Chief Scott LaGreca, John Morast, Assistant Public Works Director; Susan Trocki, Administrative Clerk; and Tom Ward, Public Works Director. A number of consultants also participated in the process: Blackerby Associates,Inc., of Phoenix, Phillip Blackerby, Project Manager, and Lynne Brown, primary facilitator. Image Weavers, of Fountain Hills, Francesca Carozza and Charlotte McCluskey,provided communications support, including press releases newsletters, Compass articles, and document design,. ETC Institute, of Olathe, Kansas, Chris Tatham,Vice President, conducted the survey. Thanks are also due to the Fountain Hills Times,particularly to reporter Bob Burns,who covered the process and events extensively throughout the year, and to publisher Alan Cruikshank and editor Michael Scharnow, who added insightful editorial opinion. Thanks also to the Arizona Republic and its subsidiary publication, the Scottsdale Republic, for regular coverage and helping to spread the word about all the key events. StrategicPlan.v4.1.doc -42- November 29, 2005 Town of Fountain Hills DRAFT Strategic Plan 2006-2010 Technical Advisory Committee Members The following Fountain Hills citizens served on the Technical Advisory Committee that oversaw development of this Strategic Plan 2006-2010: Janice Abramson Expertise:Market Research, Strategic Planning Experience:Janice L. Abramson Associates, Johnson&Johnson, Procter&Gamble, General Mills Curt Dunham Expertise:Municipal Infrastructure Planning and Financing, Strategic Planning, Certified Planner,AICP Experience:Partners for Strategic Action, Inc. Peggy Fiandaca Expertise: Community and Organizational development, Strategic Planning, Certified Planner,AICP Experience: Partners for Strategic Action, Inc. Jim Hamblin Expertise:Retail Marketing and Merchandising, Strategic Planning Experience: The Allen Levis Organization, Target Corporation, Smitty's Super Value,Inc. Henry Leger Expertise:Leadership and Organizational Development, Strategic ‘Iteri Planning Experience:Advance PCS, PCS Health Systems, Dynamic Science, Inc., Teledyne, Inc. Roger Riggert Expertise:Telecommunications, Community and Civic Leadership Experience: Southwestern Bell,AT&T,RLR Resources Mike Tyler Expertise:General Management, Strategic Planning,Mergers and Acquisitions Experience:Union Carbide, Praxair,Anchor.Business Consulting Bob Yordy Expertise:Traffic Accident Reconstruction, Community and Civic Leadership Council Member Expertise:Teacher—Secondary Education,Mathematics, Physical Ed Kehe Education&Interscholastic Sports Experience:White Plains High School(New York) Council Member In Memoriam Kathleen Nicola July 25, 1961 —May 19, 2005 StrategicPlan.v4.1.doc -43 - November 29, 2005 EXHIBIT B [Strategic Planning Advisory Commission Bylaws] See following pages. L L 615365.3 STRATEGIC PLANNING ADVISORY COMMISSION BYLAWS L I. Officers The commission shall elect a chairperson and vice chairperson from among its own members, who shall serve for one (1) year and until their successors are elected and qualified. The chairperson shall preside at all meetings and exercise all the usual rights, duties and prerogatives of the head of any similar organization. The vice chairperson shall perform the duties of the chairperson in the latter's absence or disability. The commission may appoint other offices (e.g., secretary, etc.) as may be required. II. Powers and Duties The commission shall have the powers and duties to: A. Champion the Town's Strategic Plan to keep it visible for the Council, staff, citizens and media. B. Act in an advisory capacity to the Town Council and Town Manager in matters pertaining to the Town's Strategic Plan. C. Provide a copy of the Strategic Plan to all Fountain Hills Town candidates for thir public office and educate newly elected and appointed officials about the Strategic Plan. D. Monitor the Strategic Plan's implementation and ensure its long-term legitimacy. E. Update the Strategic Plan at least once every five years dependant on appropriations by the Town Council. F. Make recommendations with respect to the implementation of the Strategic Plan to the Town Manager. G. Develop partnerships to help implement adopted strategic initiatives. H. Meet annually with the Town Council to assess progress of the Strategic Plan. I. Host public dialogue about new strategic initiatives to consider for the next five- year strategic plan. J. Write brief periodic Strategic Plan progress reports. K. Perform such other duties not inconsistent with these bylaws as may be requested by the Town Council. L 615365.3 III. Membership All matters concerning membership on the commission including, but limited to, appointments, terms, vacancies and removal, shall be in accordance with Section 9 of the Town Council Rules of Procedure, as amended. In addition, there shall be one youth member who shall be between 15 and 18 years old and be a student at Fountain Hills High School when appointed. Furthermore, of the remaining six voting members, it is recommended but not required, that one shall have marketing research and surveying experience, one shall have communications experience, one shall be a member of the civic association, and three shall have specific strategic planning experience in either corporate non-profit or, preferably, governmental settings. IV. Meetings A. The commission shall meet as often as needed to keep the Strategic Plan in a position of prominence in the Town. More frequent meetings will likely be needed as the commission organizes while the number of meetings should decrease as the commission matures. Special meetings may be called by the chairperson or in his or her absence, the vice chairperson. In addition, any three (3) members of the commission may make written request to the chairperson for a special meeting. B. All meetings of the commission shall be open to the public and are subject to the Arizona Open Meeting Law. V. Conduct of Business A. Four (4) members shall constitute a quorum. The affirmative vote of four (4) members shall be required for passage of any matter before the commission. A member may abstain from voting only upon a declaration that he has a conflict of interest, in which case such member shall take no part in the deliberations on the matter in question. B. The Rules of Procedure for meetings of the Commission shall follow those set forth in Section 1.1 of the Town Council Rules of Procedure, as amended. VI. Compensation The members of the commission shall serve without compensation for their services as such but may receive reimbursement for necessary travel and other expenses incurred on official duty with appropriate prior authorization. VII. Ex-Officio Members The Mayor, with the consent of the Town Council, may from time to time appoint one member of the Town Council as an ex-officio member to the commission. The Town Manager or representative shall be a standing ex-officio member. Such members shall serve at the pleasure of the Mayor and Town Council. Ex-officio members shall not be entitled to vote on any matter brought before the commission. kow 615365.3