1. Case Study #2 – City of Wheat Ridge, Colorado
Ideal Implementation of the Entire Fiscal Health and Wellness Through Priority Based Budgeting Model

2. City Quick Facts Inner ring suburb west of Denver, Pop. 31,000,
9.5 square miles
General Fund $28.7m, All Funds $45m
Median Household income $45,000
Full-time/part-time benefitted staff , 77 Sworn
Part-time 278, Seasonal 130
No Fire or Utilities

3. Why PBB? City Council Strategic Goal Economic Realities
Proactive process to ensure programs are focused on results
Two-pronged approach

4. Fiscal Health Diagnostic Tool

5. Resource Alignment Diagnostic Tool

6. User Experience & Process

7. PBB Champions Led by Management Analyst in City Manager’s Office
Supported by Executive Management Team
Engaged 45 staff members from all City departments
Crafted six result definitions – derived from City Council goals

8. Result Definitions Desirable, Diverse and Connected Neighborhoods
Economic Vitality
Effective Transportation and Mobility Options
Healthy, Attractive and Well-Maintained Community
Safe Community
Good Governance

9. Process Identified 493 programs offered by the City
Each department scored each program based on its influence in achieving the results
All scored programs reviewed by 6 employee peer groups
Determined that 66% of operational funding supports programs either “critical” or have a “strong influence on achieving the results”

10. Program Inventory Snapshot

11. Top 10 Lessons Learned Be prepared for resistance
Address staff concerns early
Strive for consistency
Make sure your technology is ready
Allow for more time than you think
Have multiple individuals fluent in the process
Use the same individuals each year
Have a pulse on organizational capacity
Keep at it – first year is about learning
Ask for feedback from participants

12. Look to the Future

13. 2014 Budget Integration Resource Allocation
Use data to support decision-making
Budget Variances

14. Future Opportunities
Integration with City Council strategic goals /Citizen Engagement?
PBB Process Frequency/ Biennial Budget?
Alignment with organizational culture - A.C.T.I.O.N!

15. Thank you!