HomeMy WebLinkAboutTown Council Records - Strategic Plans (3)Town of
Oro Valley
2011
Strategic Plan
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Acknowledgements
Town Council
Dr. Satish I. Hiremath, Mayor
Mary Snider, Vice Mayor
William Garner, Councilmember
Barry Gillaspie, Councilmember
Joe Hornat, Councilmember
Steve Solomon, Councilmember
Lou Waters, Councilmember
Management
Jerene Watson, Town Manager
Greg Caton, Assistant Town Manager
Kevin Burke, Assistant to the Town Manager
Craig Civalier, Town Engineer
Julie Bower, Town Clerk
Betty Dickens, Human Resources Director
George Dunscomb, Town Magistrate
Brian Garrity, Procurement Administrator
Amanda Jacobs, Economic Development Manager
Ainsley Legner, Parks, Recreation, Library & Cultural Resources Director
Stacey Lemos, Finance Director
Jane Peterson, Library Services Administrator
Tobin Rosen, Town Attorney
Philip Saletta, Water Utility Director
Daniel Sharp, Chief of Police
Suzanne Smith, Development and Infrastructure Services Director
Kevin Verville, Information Technology Director
David Williams, Planning Manager
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Overview
The Strategic Plan is a living document that guides Town decision-making and resource
management in pursuit of organizational goals. It is purposely "strategic" in terms of its
timeframe (2 to 5 years) because a successful organization must be flexible enough to
respond to dynamic changes at the local, regional and national levels. The strategic
plan will be reviewed and updated periodically by the Town Council and management to
ensure that the goals, strategies and actions outlined herein remain relevant.
The strategic plan is grounded in the "vision" expressed in the Council-adopted and
voter-ratified Oro Valley General Plan. The General Plan provides the long-term (up to
20 years) vision for community growth, development and redevelopment. The following
diagram presents the relationship between the Oro Valley Strategic Plan, the General
Plan, and other Town documents.
Leaders need to understand how profoundly they affect people, how their
optimism and pessimism are equally infectious, how directly they set the tone
and spirit of everyone around them."
Michael Abrashoff, "It's Your Ship"
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Oro Valley Oro Valley
Strategic Plan t General Plan
Departmental Financial Specific Topic
Strategic Plans 4""""'""""+ Sustainability Plans
Including Capital Plan AandPersonnel
Requirements
Zoning
Capital Ordinances
Specific Improvements Specific
Master Plans Plan Area Plans
and Studies Design
Guidelines
Impact Fees
and Other
Ordinances
Annual
Town
Budget
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Community Vision
The Community Vision is a description of the desired future state of the community. Oro
Valley citizens drafted a vision statement that served as the foundation for the adopted
General Plan.
Oro Valley is a community defined by the highest standards of
environmental integrity, education, infrastructure, services and public
safety. It is a community of people working together to create a shared
future with a government that is responsive to residents, businesses and
changing conditions to ensure the long-term financial stability of the Town.
This vision is reflected in the Town's motto:
Caring for our heritage, our community, our future.
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Organizational Mission & Values
The Town of Oro Valley is a "mission-driven" organization. The mission statement
expresses the fundamental purpose of local government. It focuses on what is most
important and sets in motion an organizational culture that encourages innovation and
strives for excellence.
Mission
Govern efficiently, inclusively and responsively to promote community
health, safety and a sustainable quality of life for residents, businesses,
and visitors.
Organizational Values
We are strongly committed to:
Honesty and Integrity
Openness and Transparent Government
Fairness and Trust Worthiness
Respect for Diversity
Creativity, Teamwork and Continuous Improvement
Excellent Customer Service
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Focus Areas
The Oro Valley Strategic Plan outlines the goals, strategies and actions required for the
municipal government to successfully attain the community vision. Three focus areas
provide the framework for the Strategic Plan. These focus areas indicate where Oro
Valley must direct its attention in order to address community needs and desires. The
focus areas are:
Leadership & Communication
Finance & Economic Development
Community Infrastructure
Within each Focus Area are goals, strategies and actions designed to produce desired
outcomes.
Goals describe a fundamental direction or broad course of action.
Strategies describe the manner in which the resources of the organization will be
employed to accomplish each goal.
Actions are specific tasks that will be accomplished to assist in implementing
each goal.
Implementing these goals, strategies and actions will require leadership, financial
commitment, effective management and continual evaluation.
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Focus Area: Leadership & Communication
Leadership and communication are interrelated principles; you cannot have one without the
other. Leadership is the ability to communicate a vision, motivating people to transform great
ideas into action. Leadership and communication from the Town Council and the Town
Manager enable the organization to achieve its goals in service to the community. The
overarching goal of the organization is to uphold the highest standards of trust, respect and
accountability in municipal government.
GOAL 1 Build trust through effective public outreach and communication
STRATEGY 1.1 Communicate information to residents and help promote community
pride and a feeling of accessibility to local government information and
activities
ACTION 1.1.1 Respond to community issues and concerns through the Constituent
Services office
ACTION 1.1.2 Use non-traditional media sources such as social media Twitter and
Facebook to provide public education and outreach
ACTION 1.1.3 Publish the Oro Valley VISTA, our monthly community magazine
STRATEGY 1.2 Provide opportunities for residents to become involved in, engaged in
and knowledgeable about the role of local government
ACTION 1.2.1 Continue to foster relationships with volunteers and appointed Advisory
Board members
ACTION 1.2.2 Conduct Council on Your Corner and Speakers Bureau events for
officials and staff monthly throughout the year, as well as an annual
HOA forum each October
ACTION 1.2.3 Use the "Peek Behind the Curtain" program to provide citizen-friendly
presentations on programs and departmental service delivery
GOAL 2 Create an environment conducive to effective dialogue among the
Council and staff
STRATEGY 2.1 Implement a comprehensive internal communications program
ACTION 2.1.1 Provide appropriate tools and guidelines to ensure adherence to
organizational standards regarding brand management and
communication
ACTION 2.1.2 Use the Council Report and Council Foreword to communicate
important issues to the Town Council and management
ACTION 2.1.3 Use the internal Communications Roundtable to engage
representatives from each department in communications planning for
internal news, events and opportunities
ACTION 2.1.4 Use the employee Brown Bag forums with the Manager and the "Talk of
the Town" monthly newsletter to promote internal communication
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STRATEGY 2.2 Encourage and develop leadership skills and opportunities
ACTION 2.2.1 Attract, develop and retain talented employees
ACTION 2.2.2 Maintain consistency in personnel codes and policy implementation
ACTION 2.2.3 Empower employees to develop innovative solutions to operational and
service challenges
GOAL 3 Maintain strong intergovernmental relationships
STRATEGY 3.1 Implement an aggressive annual legislative program that strengthens
intergovernmental relations at the federal, state and county levels, and
includes neighboring municipalities and governing districts
ACTION 3.1.1 Adopt a state and federal legislative agenda for the Town in January of
each year
ACTION 3.1.2 Empower the intergovernmental liaison to seek legislative solutions that
benefit the Town and the region
ACTION 3.1.3 Promote regionalism and partnerships to facilitate Council policy
direction
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Focus Area: Finance & Economic Development
The Town will continue to implement sound financial management policies and uphold our
fiduciary duty to the residents of Oro Valley. Beyond fiscal responsibility, the Town is also
committed to facilitating the expansion of the local economy. Commercial business growth, and
the Town's continued success in attracting high-tech and bio-science industry, point the way
toward a sustainable model for economic development.
GOAL 1 Maintain a balanced budget
STRATEGY 1.1 Analyze programmatic, service delivery and personnel strategies
across the organization for cost-savings and reductions
ACTION 1.1.1 Manage and operate departments within approved funding limits with
contingency plans drafted in the event state shared revenues are swept
from our budget
Update departmental work plans to ensure compatability with budget
constraints
ACTION 1.1.2 Use the 5-year financial forecast model to continuously monitor the
Town's short-term and long-term financial forecast
ACTION 1.1.3 Develop monthly reports to Council on the status of revenues and
expenditures with analysis of trends and projections for end of year
budget picture; communicate this data to internal and external
customers
ACTION 1.1.4 Maintain contingency reserves in accordance with adopted policies
ACTION 1.1.5 Maintain intent of the hiring freeze assumption and delay hiring into
positions where feasible
ACTION 1.1.6 Capitalize on potential funding resulting from 2010 decennial census
population figures
ACTION 1.1.7 Use program-based budgeting to communicate the cost of projects and
services
ACTION 1.1.8 Develop benchmark performance measures for each department that
allow for analysis of the effectiveness of programs and services; use
these performance measures to link the budget and organizational
strategic plan documents
GOAL 2 Develop diverse sources of revenue
STRATEGY 2.1 Present additional revenue source options for Council consideration
during the annual budget process
ACTION 2.1.1 Conduct continuous evaluation of Town user fee policies
ACTION 2.1.2 Use the cost allocation study to determine appropriate levels of General
Fund support from Town enterprise funds
ACTION 2.1.3 Continue to work with federal, state and regional agencies to secure
funding for Town projects
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ACTION 2.1.4 Implement systems that will enhance the ability of the organization to
pursue and manage grant funding
ACTION 2.1.5 Pursue public-private partnerships involving the lease of Town owned
property
STRATEGY 2.2 Expand the constituency of the Town through annexation
ACTION 2.2.1 Pursue annexation opportunities that provide a long-term benefit to the
Town
ACTION 2.2.2 Perform fiscal impact analysis of potential annexation scenarios; initiate
annexation of Council-directed areas
GOAL 3 Cultivate relationships with the business community and create a
business-friendly environment
STRATEGY 3.1 Encourage the attraction, expansion and retention of diverse
employment, retail and tourism opportunities
ACTION 3.1.1 Expand marketing efforts to attract primary employers in the high-tech
and bio-science fields
ACTION 3.1.2 Promote local businesses through programs such as Shop Oro Valley,
Business Navigator, Buy Local, coupon or promotional activities
ACTION 3.1.3 Adhere to procurement practices that provide Oro Valley businesses all
opportunities to compete for Town business and that promote the ideals
of the Shop Oro Valley campaign
ACTION 3.1.4 Continue business retention and expansion site visits; expand site visits
to include a Councilmember as part of the team
STRATEGY 3.2 Seek out collaborative projects with the business community and
regional economic development partners
ACTION 3.2.1 Facilitate the development of a Town Center, focused on retail services
and hospitality, that serves as a "downtown"for Oro Valley
ACTION 3.2.2 Maintain membership and active participation in Tucson Regional
Economic Opportunities (TREO), Metropolitan Tucson Convention &
Visitors Bureau (MTCVB), Metropolitan Pima Alliance (MPA), Northern
Pima County Chamber of Commerce (NPCCC) and Arizona
Association of Economic Developers (AAED) to keep abreast of
developing needs and trends in economic development and marketing
of the Town
ACTION 3.2.3 Collaborate with regional managers to reach out to large employers to
ensure the corporate needs are understood and acted upon for the
economic benefit of the region
ACTION 3.2.4 Use Town Council speaking engagements and presentations to reach
out to business and civic leaders
ACTION 3.2.5 Use Economic Summits feedback to update the Community and
Economic Development Strategy (CEDS)
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Focus Area: Community Infrastructure
Community infrastructure encompasses both the social and physical factors that determine a
community's strength. The Town's investment in both social and physical infrastructure creates
the complex network of facilities, programs and services that we refer to as quality of life. The
Town of Oro Valley strives for excellence in the provision of community services, the
development of social relations, and the construction and maintenance of the built environment.
GOAL 1 Plan for and provide the necessary infrastructure to support
community growth and preservation
STRATEGY 1.1 Develop and implement comprehensive strategic and operational plans
for municipal facilities and physical infrastructure
ACTION 1.1.1 Update 5-year Capital Improvement Plan (CIP)to include all facility and
infrastructure projects and available funding sources
ACTION 1.1.2 Assess future needs by tracking maintenance history and Town growth
ACTION 1.1.3 Use existing/new technology, develop innovative processes and
procedures for continuous improvement of Development and
Insrastructure Services (DIS) department service provision
STRATEGY 1.2 Preserve open space and protect environmentally sensitive lands
ACTION 1.2.1 Adopt and enforce development regulations that preserve open space
and protect environmentally sensitive lands
ACTION 1.2.2 Communicate the importance of preserving open space and
environmentally sensitive lands to residents, business, and interest
groups through public outreach campaigns
ACTION 1.2.3 Coordinate and secure funding, either solely or in concert with other
public or private entities, to identify and protect environmentally
sensitive lands and open space
STRATEGY 1.3 Partner with regional jurisdictions to develop and maintain physical
infrastructure
ACTION 1.3.1 Participate in the Pima Association of Governments (PAG)/ Regional
Transportation Authority (RTA)Transportation Improvement Program
TIP) process
ACTION 1.3.2 Continue to work with federal, state and regional agencies to secure
funding for Town projects
ACTION 1.3.3 Actively represent the Town's interests in the development of future
county bond packages, reporting on and tracking expenditures of
existing county bond funds
GOAL 2 Provide diverse recreational, educational and cultural
opportunities
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STRATEGY 2.1 Develop and maintain parks, recreation, library and cultural resource
assets
ACTION 2.1.1 Initiate development of a parks and recreation Master Plan
ACTION 2.1.2 Initiate the process for national accreditation of the PRL&CR
department through the Commission for Accreditation of Parks and
Recreation Agencies (CAPRA)
ACTION 2.1.3 Continue implementation of the Steam Pump Ranch Master Plan
ACTION 2.1.4 Utilize volunteers as applicable to provide educational, informational
and recreational opportunities
STRATEGY 2.2 Coordinate and secure funding, either solely or in concert with other
public or private entities
ACTION 2.2.1 Renegotiate the Library Intergovernmental Agreement (IGA) with Pima
County Library District to the benefit of the Town
ACTION 2.2.2 Seek public and private sources of funding for the acquisition and
management of cultural resources
STRATEGY 2.3 Support cultural opportunities and events
ACTION 2.3.1 Facilitate the development of a Community Center, focused on arts,
culture and recreation
ACTION 2.3.2 Collaborate with local and regional performing and visual arts groups
ACTION 2.3.3 Explore event opportunities with local and national special event
coordinators and the Metropolitan Tucson Convention and Visitors
Bureau (MTCVB)
GOAL 3 Maintain a safe community where residents and visitors feel
secure
STRATEGY 3.1 Maintain public-safety citizen and community-involvement and
educational programs
ACTION 3.1.1 Provide an annual report on the effectiveness of the Citizen Volunteer
Assistance Patrol (CVAP) program
ACTION 3.1.2 Conduct at least one Citizen Police Academy annually to promote
understanding and confidence in the Police Department
ACTION 3.1.3 Hold community awareness events such as National Night Out and
Investigate OVPD
ACTION 3.1.4 Use the Adopt-a-Business Program to promote safety and develop
positive business relationships
STRATEGY 3.2 Maintain emergency response and business continuity plans
ACTION 3.2.1 Integrate the multi-department business continuity plans into a master
emergency response plan for the organization in FY 2010/11
ACTION 3.2.2 Partner with regional emergency managers to plan and train for large
scale emergencies
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ACTION 3.2.3 Develop a proposal for implementation of a Town Office of Emergency
Management/ Homeland Security initiative
ACTION 3.2.4 Conduct multiple, annual training opportunities for employees in the
discipline of emergency management and incident command systems
per federal mandates; orient elected officials to their roles through
training sessions and exercises
STRATEGY 3.3 Maintain an efficient and effective local criminal justice system
ACTION 3.3.1 Ensure that prosecutions are undertaken based upon the underlying
merits of the case
ACTION 3.3.2 Revisit plea standards annually to ensure that cases may be disposed
of within acceptable guidelines
ACTION 3.3.3 Maintain the professional integrity and continuing education of
prosecutors and staff
ACTION 3.3.4 Coordinate with the Magistrate Court and Police Department on code
changes and matters that inter-relate with the Prosecutor's office
GOAL 4 Provide a safe and reliable water supply to Water Utility customers
STRATEGY 4.1 Provide a high quality potable water supply
ACTION 4.1.1 Continuously sample and monitor the water system for water quality,
flow and pressure in order to meet or exceed all regulatory
requirements
ACTION 4.1.2 Respond to customer questions and concerns
STRATEGY 4.2 Maintain an assured water supply designation by planning and
developing renewable water supplies
ACTION 4.2.1 Meet all regulatory requirements for Assured Water Supply designation
ACTION 4.2.2 Operate and continue to expand the reclaimed water system to reduce
groundwater usage
ACTION 4.2.3 Update plans for interim delivery of CAP water through the Tucson
Water System
ACTION 4.2.4 Develop a plan for permanent delivery of our CAP water
STRATEGY 4.3 Promote water conservation and foster regional cooperation for water
development
ACTION 4.3.1 Promote the water conservation program, provide water audits and
assist with enforcement of the landscape code
ACTION 4.3.2 Work cooperatively with the Northwest Water Providers, Tucson Water
and other regional and statewide water agencies and providers
ACTION 4.3.3 Establish long-term GPF rates including annual increases
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Oro Valley Analysis
It was agreed that growing Oro Valley geographically offers many opportunities because of
the following:
Opportunity to control our destiny and quality of life
Ability to be creative in planning
Ability to increase revenues
Oro Valley will have become too big when we grow beyond our ability to maintain our
community values and quality of life.
The term "Bedroom Community" was used and defined. A bedroom community is one that
allows a person to live here but they have to work somewhere else. As a result, the roadways
become more congested as people have to leave for work and services. The voter ratified Oro
Valley General Plan states that Oro Valley is a diverse community where people can live, work
and play. It is a "Planned Community"that has services and employment. It was agreed that
Oro Valley is not or should not become a bedroom community and the vision is to become a
well-rounded community.
Facts About the Future
The participants identified the following "facts about the future"that will impact Oro Valley.
These facts need to be addressed when discussing the community's vision and strategic
direction.
Cost of services will continue to go up.
Town must find a way to fund citizen desired amenities.
Need to provide or continue to provide quality services.
The majority of the Town's sales tax revenues fund the general fund.
Sales taxes are cyclical.
Impact fees are one-time fees.
Taxes impact people.
User fees are directly related to use.
Need to explore different revenue sources.
Build out is coming and construction-related revenues will diminish.
Increased public safety needs as population grows.
The Town of Oro Valley completed the following analysis by examining the community's
Strengths, Weaknesses, Opportunities and Threats." The purpose of this exercise was to
understand a "snap-shot"of the organization and community today.
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Strengths Weaknesses
Leadership position in regional issues Lack of diverse and sustainable
funding sources
Excellent Public Safety Lack of demographic diversity
Excellent Schools Lack of employment opportunities
Excellent Library Lack of community identity
Financially sound and fiscally responsive Lack of retail and dining options
Excellent Communications Lack of cultural opportunities
Codes and Standards maintain a well- Lack of sensitivity to environmental
planned community protection areas
Boards, committees and volunteerism Lack of recreational facilities
Engaged citizenry and staff Lack of public transportation
Excellent roads Lack of a downtown
Expanding Bio-tech corridor Lack of willing citizen participants
Expanding retail base Segmented community
Clean environment Appearance of being developer friendly
Scenic Beauty The NIMBY mindset
Natural resources Trying to do too much
Quality recreation and leisure activities
Sound infrastructure
High water quality
Attractive to development community
People
Opportunities/Hot Issues Threats
Funding Regional growth
Sustainability NIMBYs
Naranja Townsite State legislature making decisions that
impact state-shared revenue
Arroyo Grande Influence of the minority
Water supply Service expectations without funding
Economic development Economy
High paying jobs Apathy
Roadways Terrorists
Bio-tech
Retail opportunities (OV Marketplace)
Open Space
Regionalism
Communication
Taxes
Annexation
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