FIRST QUARTER STRATEGIC PLAN UPDATE

TABLE OF CONTENTS

INTRODUCTION ...... 4 OVERALL ...... 4 HIGHLIGHTS ...... 5 SMALL BUSINESS PROGRAM ...... 5 COMPREHENSIVE PLAN ...... 5 FIVE-YEAR FINANCIAL PLAN/MODEL ...... 5 UTILITY RATES ...... 6 GREEN RIBBON BEAUTIFICATION ...... 6 ANNA LIBRARY ...... 6 WHAT’S NEXT ...... 7 GOAL 1: GROWING ANNA ECONOMY ...... 7 GOAL 2: GREAT PLACE TO LIVE ...... 11 GOAL 3: SUSTAINABLE ANNA COMMUNITY ...... 15 GOAL 4: HIGH PERFORMING PROFESSIONAL CITY ...... 19

3 Introduction

In April of 2020, the City of Anna underwent its annual strategic planning process. Under four encompassing strategic goals, 50 broad actions were identified and a total of 286 steps were outlined to complete them. This document serves to update the City Council on Strategic Plan progress on a quarterly basis, documenting comprehensive updates from Council approval of the Strategic Plan in May to the end of July. To gather these results, the City Manager’s Office met with each department to better understand progress on each step as well as whether or not the items were expected to be completed by the date outlined in the Strategic Plan. Below are the overall results. Progress for each action and individual step are detailed in the goal subsections. Overall Progress No Longer Relevant, 1% Progress for the strategic plan items is cat- Completed, 29% egorized in two ways: how far along each Not Started, 45% item is (pie chart to the right) and whether each is being completed on schedule (pie chart at the bottom).

What has been accomplished so far? Out of the 286 individual steps compris- ing the Strategic Plan, 82 are complete, 71 are in progess, and 130 have yet to start. One notable success so far is that nearly half of the items for Goal 3: Creating a Sustainable Anna Community Through Planned, Managed Growth are finished a

Many of the items that have not been Significant Progress, 8% started will begin at their designated Initial Progress, 5% times. Moderate Progress, 12%

No Longer Relevant, 1% Are we meeting the deadlines estab- Behind or Moved Back, 25% Completed, 29% lished in the Strategic Plan? The City of Anna is on-track with almost exactly 75% of action items outlined by the Strategic Plan with 29% of items already being complete. COVID-19, staff transitions, and delays from external stakeholders have had an effect on the progress of the completion of the remaining items. Some items, like city social functions related to HR, will resume progress once the city can commence planning for large social gatherings.

On Time or Ahead, 45% 4 Highlights

In this section, a handful of top and high priority items for both City Council and City Management are highlighted. These items include the recent small business program designed to support businesses in the duration and aftermath of COVID-19, the ongoing process of creating three pivotal city plans, the recent adjustment of city utility rates, the ongoing Green Ribbon median beautification project, and the future Anna Library.

Small Business Support/Assistance Program Grants and Direction: The City of Anna COVID-19 Recovery Grant Program was administered in two phases using funding from Coronavirus Aid, Relief, and Economic Security (CARES) Act. In April, the City Council and Community Development Corporation (CDC) Board recognized the economic strain the pandemic caused local small businesses. The first phase stimulus program provided $5,000 grants to 18 entities. Of the 28 applications received in the first phase, eight did not meet the set eligibility and two applicants withdrew. In order to include service industry businesses (or those organizations that did not pay sales tax) as well as nonprofits who were also negatively affected by the pandemic, the City Council removed several of the -el igibility requirements and a second phase was released. Phase two resulted in an additional 18 $5,000 grants to local businesses in Anna. A total of $180,000 in grant funds has been injected back into the local economy, supporting Anna business and organizations assisting Anna neighbors.

Anna Comprehensive Plan, Downtown Master Plan, and Parks, Trails and Open Space Master Plan Devel- opment: The consultant team led by Kimley-Horn and As- sociates has made great progress since the project kickoff in May 2020. The overall process includes four phases. Phase one is focused on engaging Anna’s neighbors and will continue until the project is complete in April of 2021. As a part of this task, the consultant team has established and launched a project website, Anna2050.com. The team has facilitated a Comprehensive Plan Advisory Task Force meeting in June and interviews with key stakeholders in July. Phase 2 is focused on Data Collection and Analysis including Demographic and Market Projections, a Parks Inventory, Benchmarking and Needs Assessment, and a State of the City Input Session with City Staff. Most of the tasks for this phase are underway or have been completed. This phase will culminate with a Joint Workshop of the Advisory Task Force, EDC, CDC, Parks Board, Planning and Zoning Commission, and City Council in mid-August. Following that meeting, alternative future scenarios will be prepared for Advisory Task Force review and comment, and the consultant team will begin Phase 3 which will focus on the overall future vision framework and plan elements. This Fall, Anna Neighbors will have the oppor- tunity to provide additional feedback to the plans at the Anna Harvest Fest, and additional input sessions will be held with the Comprehensive Plan Advisory Task Force in October and a second joint session with the Advisory Task Force, EDC, CDC Parks Board, Planning and Zoning Commission and City Council in December of this year.

Five-Year Financial Plan/Model With Projections: To meet the goals of the Strategic Plan, the FY2021 Budget process began with the development of a long-term financial planning model in February. The FY2021 Budget is being proposed in the context of a long-term financial plan for the General Fund. The plan has established assumptions for revenues, expenditures, and changes to fund balance over a five-year horizon. Some of those assumptions include increases of ten percent in appraised value while maintaining the property tax, a seven percent increase in sales taxes each year, and continued funding of the employee compensation plan. Going forward, the assumptions will be evaluated each year as part of the budget development process.

5 Utility Rate Study and Direction: Previously, it had been over five years since the water and sanitary sewer rates in the City of Anna had been updated. During that time, the water purchase and sewer treatment costs imposed on the City by outside entities have increased by more than 40%. These increased costs have not been passed on to rate payers. During the rate freeze, the City Utility Fund had been seeing decreased revenues and putting the fund in danger of becoming insolvent. In July, the City of Anna completed a utility rate study with the assistance of NewGen Strategies. This process included the review of all utility costs incurred by the City, all personnel, mainte- nance, and operations costs, along with the anticipated rising costs of purchasing wholesale water from the Greater Texoma Utility Authority (GTUA) and the North Texas Municipal Water District (NTMWD). In addition, the sewer treatment costs the City pays to NTMWD and the sewer transportation costs the City pays to the City of Melissa were also evaluated as part of the rate study. The City will be conducting a Telephone Town Hall on Tuesday, August 18, to answer questions from neighbors regarding the new utility rates.

Green Ribbon Median Beautification Project Con- struction: The City has partnered with TxDOT to construct landscaping improvements on FM 455 at SH 5 and US 75 to beautify the corridor. Pacheco Koch completed the design for the project. TxDOT made the decision to combine Anna’s project in a larger bid with Prosper and completed their bid process in late 2019. In early 2020, the project was awarded to Central North Construction. The original baseline schedule provided to the City on March 27 showed that the contractor would not begin work in Anna until December of 2020, and showed a completion date of June 2021. Staff worked with the contractor and TxDOT staff to push for signifi- cant changes to this timeline. Staff was able to convince the contractor and TxDOT to modify their project schedule and begin work in Anna in June of this year, cutting 6 months off of the original scheduled start date. The contractor completed the installation of the concrete planting barriers in July and is currently working on the installation of the irrigation system. Once the irrigation system is complete, planting will begin. The project is anticipated to be substantially complete by the end of this year.

Library Direction and Next Steps: Bringing a library to Anna neighbors was designated as a top Council priority in the Strategic Plan. The Neighborhood Services Team has drafted a detailed report, in accordance with Council’s adopted Action Agenda, for future library options along with comparison data, minimum standards for accredi- tation, facility needs, and potential construction cost estimates. Staff met with the president and treasurer of The Friends of the Anna Public Library to review the initial draft and to receive input. Next steps include bringing the final draft before The Friends’ membership, and then to Council for consideration and staff direction. What’s Next?

At the next quarterly update, there will be noteworthy progress to look forward to made on other top and high priority items, including but not limited to: • Bond Referendum: Project Package, Direction and Timing (Projects: Library, Indoor Community/Rec Center, Fire Station 2, Sports Fields) • Community Investment Plan/Program: Direction, Development and Funding Mechanism • Medical Campus Business Development: Next Steps • Business Park Activation: Marketing and Business Recruitment • Code Compliance Expansion: Report, Direction and Funding (Additional Officer) • Stormwater Utility Report and Direction

6 GROWING THE ANNA ECONOMY

7 Restaurants and Entertainment Attraction Strategy: Direction and City Actions Activities/Milestones Responsibility Priority Time Progress Status Economic Moderate 1. Work with real estate brokers Policy - High Ongoing On Time Development Progress Economic Moderate 2. Participate in digital marketing Policy - High Ongoing On Time Development Progress Economic Moderate 3. Monitor "Gorilla Bird Brewery" Policy - High Ongoing On Time Development Progress Economic Significant Behind or 4. Open "Sunview Café" Policy - High 6/1/2020 Development Progress Moved Back Economic Behind or 5. Executive Session: Update Policy - High 7/1/2020 Not Started Development Moved Back

Business Park Activation: Marketing and Business Recruitment Economic 1. Work with listing broker Policy - High Ongoing Completed Completed Development 2. Attend trade shows marketing the Economic Moderate Policy - High Ongoing On Time business Development . Participate in digital marketing for Economic Policy - High Ongoing Completed Completed business Development Economic 4. Negotiate land contract Policy - High TBD Not Started On Time Development Economic 5. EDC Board: decision on contract Policy - High TBD Not Started On Time Development 6. Negotiate development Economic Policy - High TBD Not Started On Time agreement/city incentives Development 7. Decision: development agreement Economic Policy - High TBD Not Started On Time and city incentives Development

Small Business Support/Assistance Program: Grants, Direction 1. COVID-19 Economic a. Monitor impacts Policy - High Ongoing Completed Completed Development Economic b. Prepare report/program Policy - High 5/1/2020 Completed Completed Development Economic c. EDC: Decision on direction Policy - High 5/1/2020 Completed Completed Development Economic d. Implement program Policy - High 6/1/2020 Completed Completed Development e. Prepare community information Economic Policy - High 5/1/2020 Completed Completed on re-opening Texas/Anna/PPA Development Economic f. Report: update and next steps Policy - High 9/1/2020 Completed Completed Development 2. Downtown Businesses Economic a. Identify potential users Policy - High Ongoing Initial Progress On Time Development b. Retention visits to current Economic Policy - High Ongoing Initial Progress On Time downtown businesses Development

Economic Development Incentives: Policy Direction and Funding 1. Finalize report with Economic Significant Behind or Policy 6/1/2020 recommendations Development Progress Moved Back Economic 2. Budget workshop: funding, direction Policy 6/1/2020 Completed Completed Development Economic Significant Behind or 3. Decision: incentives policy Policy 7/1/2020 Development Progress Moved Back Economic 4. Decision: Budget FY '21 Policy 9/1/2020 Not Started On Time Development Economic 5. Implement policy Policy 10/1/2020 Not Started On Time Development

8 Collin Community College Campus Development: Location 1. Create a short list: potential site for Economic Policy 5/1/2020 Completed Completed campus Development 2. Executive session: update, Economic Policy 5/1/2020 Completed Completed presentation/direction Development Economic 3. Identify site Policy 8/1/2020 Completed Completed Development Economic 4. Negotiate development agreement Policy 12/1/2020 Not Started On Time Development Economic 5. Decision: development agreement Policy 12/1/2020 Not Started On Time Development

Chamber of Commerce: Revisited Mission and Agreement Economic Moderate Behind or 1. Negotiate agreement with CDC Policy 5/1/2020 Development Progress Moved Back 2. Discuss among departments - Economic Policy 5/1/2020 Completed Completed community events Development Neighborhood 3. Prepare report and funding for events Policy 5/1/2020 Completed Completed Services 4. Decision: event funding - park Neighborhood Moderate Behind or Policy 5/1/2020 development funding Services Progress Moved Back 5. Develop budget proposal: Chamber Neighborhood Moderate Behind or Policy 6/1/2020 funding/event funding Services Progress Moved Back Neighborhood Behind or 6. Budget workshop: direction Policy 6/1/2020 Not Started Services Moved Back Economic Significant 7. Meet with Chamber, EDC Policy 7/1/2020 On Time Development Progress Economic 8. Decision: Budget FY '21 funding Policy 9/1/2020 Not Started On Time Development

Medical Campus Business Development: Next Steps A. Surgery Center Economic Significant Behind or 1. Open Mgmt - Top 7/1/2020 Development Progress Moved Back B. Emergency Room - free standing Economic Significant 1. Open Mgmt - Top 9/1/2020 On Time Development Progress C. Medical Offices 1. Finalize economic development Economic Significant Behind or Mgmt - Top 5/1/2020 incentives Development Progress Moved Back 2. Decision: incentives for medical Economic Significant Behind or Mgmt - Top 6/1/2020 office development Development Progress Moved Back

Economic Development Strategic Plan: Adoption and Implementation 1. Decision: Economic Development Economic Mgmt - Top 5/1/2020 Completed Completed Strategic Plan Development

Highway 455/U.S. 75 Four Corner Activation 1. Chief Partners a. Participate/recruit hotel and Economic Moderate Mgmt - High Ongoing On Time entertainment businesses Development . Northwest Corner a. Follow up with current developers Economic Moderate Mgmt - High Ongoing On Time - QT Development Progress b. Monitor with multi-family Economic Moderate Mgmt - High Ongoing On Time development Development Progress 3. TxDOT a. Change signs on U.S. 75 Public Works Mgmt - High Ongoing Not Started On Time No Longer No Longer b. Decision: funding for signs Public Works Mgmt - High 7/1/2020 Relevant Relevant

9 3. Develop list of traffic signal Behind or Public Works Mgmt - High 10/1/2020 Not Started needs - traffic counts/warrants study Moved Back 4. Develop capital projects/plan Public Works Mgmt - High 1/1/2021 Not Started On Time

Clean Up Site (Holiday Inn Express Site): Direction and Funding Development 1. Send default notice Mgmt Completed Completed Completed Services 2. Explore legal options/definition of Development Mgmt 7/1/2020 Completed Completed "clean up" and action plan Services Development Behind or 3. Report: update Mgmt 7/1/2020 Not Started Services Moved Back

Breakfast Place Development: Next Steps 1. Continue discussion with restaurant Economic Mgmt Ongoing Not Started On Time development Development Economic Behind or 2. Sunview Café Mgmt 6/1/2020 Not Started Development Moved Back

City/EDC Branding and Marketing Program: Direction and Development 1. Receive proposals for Tag Line Economic Mgmt 5/1/2020 Completed Completed Digital Marketing Development Economic 2. EDC Decision: contract and funding Mgmt 6/1/2020 Completed Completed Development Economic 3. Develop program and action plan Mgmt 9/1/2020 Not Started On Time Development Economic 4. Kick-off program Mgmt 10/1/2020 Not Started On Time Development

Management in Progress 2020-2021 Economic Moderate 1. Trade Shows/Marketing Materials Ongoing On Time Development Progress Economic Moderate 2. Community Resource Guide: Update 8/1/2020 On Time Development Progress 3. Economic Development Economic Website/Search Engine Optimization: 9/1/2020 Completed Completed Development Expansion Economic 4. Development Forum Event 9/1/2020 Not Started On Time Development 5. Land and Property Management Economic Behind or 9/1/2020 Initial Progress Database: Development Development Moved Back 6. International Economic Economic Significant 10/1/2020 On Time Development Awards Development Progress Economic 7. Annual Business Appreciation Event 11/1/2020 Not Started On Time Development Economic 8. Targeted Businesses Analysis 3/1/2021 Not Started On Time Development

10 MAKING ANNA A GREAT PLACE TO LIVE

11 Library/Community Resource Center/Learning Center: Direction and Next Steps Activities/Milestones Responsibility Priority Time Progress Status 1. Prepare overview conceptual report Neighborhood Policy - Top 5/1/2020 Completed Completed with cost estimates Services 2. Budget workshop: project priority Neighborhood Behind or Policy - Top 6/1/2020 Not Started and direction Services Moved Back 3. Complete assessment/"best Neighborhood practices" programming, facilities, Policy - Top 6/1/2020 Completed Completed Services funding, size, and costs Neighborhood Behind or 4. Prepare detailed report Policy - Top 6/1/2020 Not Started Services Moved Back

Indoor Community/Recreation Center: Direction and Next Steps 1. Prepare overview conceptual report Neighborhood Policy - High 5/1/2020 Completed Completed with cost estimates Services 2. Budget workshop: project priority Neighborhood Behind or Policy - High 6/1/2020 Not Started and direction Services Moved Back 3. Complete assessment/"best Neighborhood Moderate Behind or practices" programming, facilities, Policy - High 7/1/2020 Services Progress Moved Back funding, size, and costs Neighborhood Behind or 4. Prepare detailed report Policy - High 7/1/2020 Not Started Services Moved Back

Outdoor Sports Complex/Sports Fields Development: Ballfield Development 1. Bryant Park: Ballfields Neighborhood a. Develop design layout Policy - High 9/1/2020 Not Started On Time Services b. Negotiate parking lot with Anna Neighborhood Policy - High 9/1/2020 Not Started On Time ISD Services Neighborhood c. Decision: budget amendment Policy - High 9/1/2020 Not Started On Time Services Neighborhood d. Construction Policy - High 12/1/2020 Not Started On Time Services 2. Johnson Park: Ballfield Neighborhood a. Develop design layout Policy - High 9/1/2020 Not Started On Time Services b. Negotiate parking lot with Anna Neighborhood Policy - High 9/1/2020 Not Started On Time ISD Services Neighborhood 3. Construction Policy - High 12/1/2020 Not Started On Time Services

Recreation Programs/Activities Expansion Service Level: Service Direction and Funding 1. Identify potential recreational Neighborhood Policy 6/1/2021 Not Started On Time offerings and locations Services Neighborhood 2. Prepare budget proposal Policy 6/1/2021 Not Started On Time Services 3. Budget Workshop: Budget FY '22 Neighborhood Policy 6/1/2021 Not Started On Time Direction Services 4. Decision: Budget FY '22 Fund - Neighborhood Policy 9/1/2021 Not Started On Time recreation programming Services

Youth Programs/Activities/Partnerships: Assessment, Report, Direction and Funding 1. Meet with Anna Youth Sports Neighborhood Policy 7/1/2020 Completed Completed Association Services 2. Compile/review sports contracts and Neighborhood Policy 8/1/2020 Initial Progress On Time options Services Neighborhood 3. Prepare report with options Policy 9/1/2020 Initial Progress On Time Services 4. Work session: presentation and Neighborhood Behind or Policy 10/1/2020 Not Started direction Services Moved Back

12 Green Ribbon Project - Median Beautification: Advocacy, TxDOT Review and TxDOT Construction 1. Contact TxDOT/Contractor Obtain Public Works Mgmt - Top 4/1/2020 Completed Completed Timeline - Formal Request 2. Receive response from TxDOT Public Works Mgmt - Top 5/1/2020 Completed Completed Moderate Behind or 3. Briefing: Update Public Works Mgmt - Top 5/1/2020 Progress Moved Back

Code Compliance Expansion: Report, Direction and Funding (Additional Officer) 1. Develop proposal: staffing and Neighborhood Significant Behind or Mgmt - Top 7/1/2020 funding Services Progress Moved Back 2. Decision: Budget FY '20 Neighborhood Behind or Amendment for Funding Code Mgmt - Top 7/1/2020 Not Started Services Moved Back Compliance Officer

Tall Grass/Weeds and Mowing Services: Code Enforcement Direction and Funding 1. Review codes (tall grass/weeds) and Neighborhood areas for enhancement - short-time Mgmt - High 5/1/2020 Completed Completed Services lines Neighborhood 2. Report: presentation Mgmt - High 5/1/2020 Completed Completed Services 3. Finalize revised property Neighborhood Mgmt - High 5/1/2020 Completed Completed maintenance code Services 4. Decision: International Property Neighborhood Mgmt - High 5/1/2020 Completed Completed Maintenance Code Adoption Services 5. Identify service level and Neighborhood Moderate Behind or Mgmt - High 6/1/2020 maintenance crew capacity Services Progress Moved Back 6. Budget Workshop: Budget FY '21 Neighborhood Behind or Mgmt - High 6/1/2020 Not Started Funding Direction Services Moved Back Neighborhood 7. Decision: Budget FY '21 Funding Mgmt - High 9/1/2020 Not Started On Time Services

Neighborhood Parks Agreements Comprehensive Review - Existing and Future: Direction 1. Prepare reports - each prior project Neighborhood Behind or development "agreements"/ Mgmt - High 5/1/2020 Not Started Services Moved Back understandings and recommendations 2. Work Session: North Pointe Report Neighborhood Behind or Mgmt - High 7/1/2020 Not Started and Direction Services Moved Back Neighborhood 3. Prepare report Mgmt - High 8/1/2020 Not Started On Time Services Neighborhood 4. Work Session: Pecan Grove Mgmt - High 9/1/2020 Not Started On Time Services Neighborhood 5. Prepare report Mgmt - High 10/1/2020 Not Started On Time Services Neighborhood 6. Work Session: Anna Town Square Mgmt - High 11/1/2020 Not Started On Time Services Neighborhood 7. Prepare report Mgmt - High 12/1/2020 Not Started On Time Services Neighborhood 8. Work Session: Meadow Vista Mgmt - High 1/1/2021 Not Started On Time Services 9. Develop report on future park Neighborhood Mgmt - High 2/1/2021 Not Started On Time guidelines Services Neighborhood 10. Decision: Direction on Future Parks Mgmt - High 3/1/2021 Not Started On Time Services

Neighborhood Policing: Report, Direction and Funding 1. Review/evaluate current programs; Police Mgmt 6/1/2020 Completed Completed explore further actions 2. Prepare budget proposal Police Mgmt 6/1/2020 Completed Completed 3. Budget Workshop: Budget FY '21 Behind or Police Mgmt 6/1/2020 Not Started Direction Moved Back 4. Prepare comprehensive report Police Mgmt 7/1/2020 Not Started On Time 13 5. Report: Neighborhood Policing Police Mgmt 7/1/2020 Not Started On Time Presentation 6. Decision: Budget FY '21 Funding for Police Mgmt 9/1/2020 Not Started On Time Program

Rules and Regulations for Ballfields Ordinance: Direction Neighborhood Moderate 1. Complete research Mgmt 12/1/2020 On Time Services Progress Neighborhood 2. Develop report with written rules Mgmt 2/1/2021 Not Started On Time Services Neighborhood 3. Report: Rules and Regulations Mgmt 4/1/2021 Not Started On Time Services

Park Ordinances - Procedures and Processes: Update Neighborhood Moderate 1. Review and identify needs Mgmt 9/1/2020 On Time Services Progress Neighborhood 2. Prepare draft ordinance Mgmt 11/1/2020 Not Started On Time Services 3. Decision: Ordinance Update Neighborhood Mgmt 12/1/2020 Not Started On Time Adoption Services

Slayter Creek Park Improvements: Direction and Funding (Concession) Neighborhood Behind or 1. Prepare budget proposal Mgmt 6/1/2020 Initial Progress Services Moved Back 2. Budget Workshop: Budget FY '21 Neighborhood Behind or Mgmt 6/1/2020 Not Started Direction Services Moved Back Neighborhood 3. Decision: Budget FY '21 Funding Mgmt 9/1/2020 Not Started On Time Services

Management in Progress 2020-2021 1. Neighborhood/Business Crime Moderate Police Ongoing On Time Watch Program Progress 2. Rental Inspection Program: Neighborhood Ongoing Completed Completed Implementation Services 3. International Property Maintenance Neighborhood 5/1/2020 Completed Completed Code: Revision Services Neighborhood Significant Behind or 4. Train Depot Facility Use Agreement 6/1/2020 Services Progress Moved Back Neighborhood Behind or 5. All City Parks Assessment: Report 7/1/2020 Initial Progress Services Moved Back Neighborhood 6. Community Races at Parks TBD Not Started On Time Services Neighborhood 7. Movies in the Park TBD Not Started On Time Services 8. Push Cars and Little Libraries in Neighborhood Moderate TBD On Time Parks (Anna ISD Project) Services Progress

Major Projects 2020-2021 1. Sidewalk Repair Projects Behind or a. Slayter Creek Public Works 6/1/2020 Initial Progress Moved Back Behind or b. Natural Springs Public Works 6/1/2020 Not Started Moved Back 2. Johnson Park Renovation Project Neighborhood a. Bid Ongoing Not Started On Time Services Neighborhood b. Begin Construction Ongoing Not Started On Time Services Neighborhood Moderate 3. Train Relocation: Completion Ongoing On Time Services Progress

14 CREATING A SUSTAINABLE ANNA COMMUNITY THROUGH PLANNED, MANAGED GROWTH

15 Comprehensive Plan: Development and Adoption Activities/Milestones Responsibility Priority Time Progress Status Development 1. Execute contract Policy - Top 5/1/2020 Completed Completed Services Development 2. Kick off Policy - Top 5/1/2020 Completed Completed Services Development 3. Complete draft plan Policy - Top 5/1/2021 Not Started On Time Services

Downtown Master Plan: Development and Adoption Development 1. Execute contract Policy - Top 5/1/2020 Completed Completed Services Development 2. Kick off Policy - Top 5/1/2020 Completed Completed Services Development 3. Complete draft plan Policy - Top 5/1/2021 Not Started On Time Services

Parks, Trails, and Open Spaces Master Plan: Development and Adoption Development 1. Execute contract Policy - Top 5/1/2020 Completed Completed Services Development 2. Kick off Policy - Top 5/1/2020 Completed Completed Services Development 3. Complete draft plan Policy - Top 5/1/2021 Not Started On Time Services

Utility Rates: Study and Direction 1. Revise project Public Works Policy - High Completed Completed Completed 2. Receive study from consultant Public Works Policy - High 4/1/2020 Completed Completed 3. Finalize report and recommendations Public Works Policy - High 5/1/2020 Completed Completed 4. Presentation: Rate Study and Public Works Policy - High 5/1/2020 Completed Completed Recommendations 5. Decision: Rate Adjustments and Public Works Policy - High 6/1/2020 Completed Completed Phasing

Ferguson Road Extension Design: Direction and Funding 1. TxDOT Advance Funding Public Works Policy 5/1/2020 Completed Completed Agreement (Draft LPAFA) 2. Decision: TxDOT Advance Funding Behind or Public Works Policy 6/1/2020 Not Started Agreement (LPAFA) Moved Back 3. Issue RFQ (meeting federal Behind or Public Works Policy 7/1/2020 Not Started guidelines) Moved Back 4. Evaluate RFQ and prepare Public Works Policy 9/1/2020 Not Started On Time recommendation 5. Decision: award contract Public Works Policy 12/1/2021 Not Started On Time 6. Design Public Works Policy 12/1/2022 Not Started On Time 7. Construction Public Works Policy TBD Not Started On Time

Road Development: Review, Project Priority, Row Acquisition, and Direction 1. Finalize report Public Works Mgmt - Top 6/1/2020 Completed Completed Behind or 2. Presentation: report Public Works Mgmt - Top 6/1/2020 Not Started Moved Back 3. Decision: CIP FY '21 Adoption Public Works Mgmt - Top 9/1/2020 Not Started On Time

City-Owned Land Inventory: Direction on Sale or Use Development 1. Prepare map - land use Mgmt - High 8/1/2020 Completed Completed Services

16 Development Fees: Market Analysis, Report, and Direction Development 1. Complete analysis Mgmt - High 6/1/2020 Completed Completed Services Development 2. Finalize recommendations Mgmt - High 7/1/2020 Completed Completed Services 3. Decision: update development fee Development Mgmt - High 8/1/2020 Completed Completed schedule Services

Long-Term Water Supply Policy/Plan: Direction and City Actions 1. Prepare water model Public Works Mgmt - High Completed Completed Completed 2. Test scenarios Public Works Mgmt - High 6/1/2020 Completed Completed Behind or 3. Presentation: report and direction Public Works Mgmt - High 7/1/2020 Not Started Moved Back

Public Improvement District (PID) Policy: Report, Direction, and City Actions Economic 1. Finalize draft report Mgmt - High 7/1/2020 Completed Completed Development Economic 2. Decision: policy adoption Mgmt - High 7/1/2020 Completed Completed Development

Zoning Ordinance: Clean Up Development Moderate Behind or 1. Finalize ordinance revisions Mgmt 8/1/2020 Services Progress Moved Back Development Moderate 2. Planning Commission: review Mgmt 8/1/2020 On Time Services Progress Development Moderate 3. Decision: ordinance revision Mgmt 8/1/2020 On Time Services Progress

Management in Progress 2020-2021 Development 1. Zoning Maps: Implementation Ongoing Completed Completed Services Neighborhood Behind or 2. SmartGov Permitting Software 7/1/2020 Initial Progress Services Moved Back Development 3. Building Department Full Staffing 7/1/2020 Completed Completed Services 4. Water System Audit: Completion Public Works 9/1/2020 Completed Completed

Major Projects 2020-2021 1. Hackberry Elevated Storage Tank Public Works 6/1/2020 Completed Completed Lighting Installation 2. Village of Hurricane Creek

Infrastructure Project Significant Behind or a. ROW Acquisition Public Works 6/1/2020 Progress Moved Back Behind or b. Bid Award Public Works 7/1/2020 Not Started Moved Back c. Construction Public Works 12/1/2020 Not Started On Time 3. Municipal Complex Sewer Line Public Works 6/1/2020 Completed Completed Relocation Project 4. Collin Water Pump Station: Final Significant Public Works 7/1/2020 On Time Scope Progress 5. Hackberry

Lane: Significant Behind or a. ROW Acquisition Public Works 7/1/2020 Progress Moved Back b. Bid Award Public Works 10/1/2020 Not Started On Time c. Construction Public Works 5/1/2021 Not Started On Time 6. TxDOT Traffic Signal Installation a. 4th Street/Highway 5 Public Works 7/1/2020 Completed Completed

17 Significant b. CR 371/376 Public Works 12/1/2020 On Time . Rosamond Parkway: Engineering Significant Public Works 9/1/2020 On Time Plans Progress 8. Taylor Road Reconstruction a. Preliminary Engineering Public Works 12/1/2020 Initial Progress On Time b. Final Design (with Collin Public Works 10/1/2021 Not Started On Time County) Submission 9. East Fork Trunk Sewer: Preliminary Public Works 12/1/2020 Not Started On Time Engineering 10. Wastewater Treatment Plant: Public Works 3/1/2021 Not Started On Time TCEQ Permit

18 HAVING A HIGH PERFORMING, PROFESSIONAL CITY

19 Bond Referendum: Project Package, Direction and Timing Activities/Milestones Responsibility Priority Time Progress Status 1. Work session: direction on projects Behind or and referendum direction, prioritize City Manager Policy - Top 6/1/2020 Not Started Moved Back major projects 2. Finalize bond projects and election City Manager Policy - Top 8/1/2020 Not Started On Time time - project costs 3. Decision: bond referendum direction City Manager Policy - Top 8/1/2020 Not Started On Time

Community Investment Plan/Program: Direction, Development and Funding Mechanism 1. Develop comprehensive plan with Significant Behind or Public Works Policy - High 6/1/2020 projects Progress Moved Back Significant Behind or 2. Finalize plan Public Works Policy - High 6/1/2020 Progress Moved Back Behind or 3. Budget workshop Public Works Policy - High 6/1/2020 Not Started Moved Back 4. Decision: CIP Budget FY '21 Public Works Policy - High 9/1/2020 Not Started On Time adoption

Public Safety Services, Staffing, and Equipment: Direction and Funding A. Fire Services (Firefighters, Fire Prevention, Administrative Assistant, etc.) 1. Develop budget proposal Fire Policy 6/1/2020 Completed Completed 2. Budget workshop: Budget FY '21 Fire Policy 6/1/2020 Completed Completed Funding Direction 3. Decision: Budget FY '21 Funding Fire Policy 9/1/2020 Not Started On Time B. Police Services (Police Officers, Body Cameras, Mobile Data Computer

Software, Command Positions, License Plate Readers, etc.) 1. Develop budget proposal Police Policy 6/1/2020 Completed Completed 2. Budget workshop: Budget FY '21 Police Policy 6/1/2020 Completed Completed Funding Direction 3. Decision: Budget FY '21 Funding Police Policy 9/1/2020 Not Started On Time

Five-Year Financial Plan/Model with Projections: Development 1. Review plan Finance Mgmt - Top 6/1/2020 Completed Completed Behind or 2. Budget workshop: presentation Finance Mgmt - Top 7/1/2020 Not Started Moved Back

Stormwater Utility Report and Direction Significant 1. Complete study Public Works Mgmt - Top 8/1/2020 On Time Progress 2. Decision: report on new rate Public Works Mgmt - Top 10/1/2020 Not Started On Time 3. Implement rate changes Public Works Mgmt - Top 12/1/2020 Not Started On Time

City Contracts for Services: Direction (Solid Waste Disposal, Engineering Services, Janitorial Services) 1. Prepare report with City Manager Mgmt - High 6/1/2020 Completed Completed recommendations 2. Decision: solid waste disposal City Manager Mgmt - High 6/1/2020 Completed Completed contract 3. Issue RFQ for engineering services City Manager Mgmt - High 10/1/2020 Not Started On Time 4. Decision: engineering contract City Manager Mgmt - High 11/1/2020 Not Started On Time 5. Prepare report with No Longer No Longer City Manager Mgmt - High 3/1/2021 recommendations Relevant Relevant 6. Decision: municipal complex City Manager Mgmt - High 3/1/2021 Completed Completed janitorial services contract

20 Action: City Website Upgrade: Direction and Funding 1. Department responsible for webpage City Manager Mgmt Ongoing Completed Completed management Behind or 2. Create IT user group - update City Manager Mgmt 6/1/2020 Not Started Moved Back Behind or 3. Prepare budget proposal City Manager Mgmt 6/1/2020 Not Started Moved Back 4. Budget workshop: Budget FY '21 No Longer No Longer City Manager Mgmt 6/1/2020 funding direction Relevant Relevant 5. Decision: Budget FY '21 Fund for City Manager Mgmt 9/1/2020 Not Started On Time training

Employee Training and Development: Direction and Funding 1. Develop component "In Service Human Mgmt Ongoing Not Started On Time Day" Resources Human Behind or 2. Develop calendar Mgmt 6/1/2020 Not Started Resources Moved Back Human 3. Develop budget proposal Mgmt 6/1/2020 Completed Completed Resources 4. Budget workshop: Budget FY '21 Human Mgmt 6/1/2020 Completed Completed funding direction Resources Human 5. Decision: Budget FY '21 funding Mgmt 9/1/2020 Not Started On Time Resources

Employee Wellness/Benefits Gaps Programs: Direction and Funding Human Behind or 1. Develop budget proposal Mgmt 6/1/2020 Not Started Resources Moved Back 2. Budget workshop: Budget FY '21 Human Behind or Mgmt 6/1/2020 Not Started funding direction Resources Moved Back Human 3. Decision: Budget FY '21 funding Mgmt 9/1/2020 Not Started On Time Resources Human 4. Implement program/benefit changes Mgmt 10/1/2020 Not Started On Time Resources

Personnel (Human Resources) Policies: Direction and Revision Human Significant Behind or 1. Develop draft policies Mgmt 7/1/2020 Resources Progress Moved Back 2. Presentation/decision: council Human Behind or Mgmt 7/1/2020 Not Started policies Resources Moved Back

ERP: Direction and Funding (City Financial Software) 1. Decision: General Fund balance - Finance Mgmt 5/1/2020 Completed Completed draw down 2. Review "demo" options Finance Mgmt 5/1/2020 Completed Completed Behind or 3. Negotiate contract Finance Mgmt 6/1/2020 Not Started Moved Back Behind or 4. Decision: award contract Finance Mgmt 7/1/2020 Not Started Moved Back

Online Payment: Report with Options, Directions and Funding Neighborhood Moderate Behind or 1. Implement "Dude Solutions" Mgmt 7/1/2020 Services Progress Moved Back 2. Service Operational Finance Mgmt 8/1/2020 Not Started On Time

Texas Warrant Roundup Participation: Direction and Funding Behind or 1. Define program and process Police Mgmt 6/1/2020 Not Started Moved Back Behind or 2. Analyze financial impacts/revenues Police Mgmt 6/1/2020 Not Started Moved Back Behind or 3. Report for City Manager Police Mgmt 6/1/2020 Not Started Moved Back

21 Local Fire Ordinances: Review and Revision 1. Finalize draft ordinance Fire Mgmt 4/1/2021 Completed Completed 2. Review from City Attorney Fire Mgmt 5/1/2021 Not Started On Time 3. Decision: local fire ordinance Fire Mgmt 6/1/2021 Not Started On Time

Management in Progress 2020-2021 1. Police Districting Plan: Police Completed Completed Completed Implementation 2. Department Performance Metrics (Outcome-Based): City Manager Ongoing Not Started On Time Development/Refinement 3. Annual City Strategic Plan: Update City Manager 5/1/2020 Completed Completed 4. SAFER Grant Re-Application Fire 5/1/2020 Completed Completed 5. Body Camera Use Policy Police 5/1/2020 Completed Completed 6. Budget Workshop for Mayor and City Manager 6/1/2020 Completed Completed City Council Human Significant Behind or 7. Reward Program: Development 6/1/2020 Resources Progress Moved Back 8. Fire Station 2: Funding Mechanism Moderate Behind or Fire 6/1/2020 (Budget Workshop) Progress Moved Back 9. Cash Management Administrative Behind or Finance 7/1/2020 Not Started Directive Moved Back 10. Internal Control System and Behind or Finance 7/1/2020 Not Started Process Administrative Directive Moved Back Moderate Behind or 11. Financial Policies: Training Finance 7/1/2020 Progress Moved Back Human 12. Exit Interview Process 7/1/2020 Completed Completed Resources 13. City Social Function: Update Human Behind or 7/1/2020 Not Started (Potlucks, Employee Functions, etc.) Resources Moved Back Neighborhood Behind or 14. Neighborhood Trailer 7/1/2020 Not Started Services Moved Back 15. Employee Training Program: Human Moderate 8/1/2020 On Time Implementation Resources . Annual Employee Compensation Human 9/1/2020 Not Started On Time Adjustment Resources Human 17. Annual Q12 Employee Survey 9/1/2020 Not Started On Time Resources 18. Public Works Accreditation: Behind or Public Works 9/1/2020 Not Started Initiation/Contract Moved Back 19. Financial Transparency Stars Moderate Finance 9/1/2020 On Time Program Progress Significant 20. Fire Engine 2: Replacement Fire 10/1/2020 On Time . City Engineer: Hired Public Works 10/1/2020 Initial Progress On Time Development 22. Plans Examiner: Hired 10/1/2020 Initial Progress On Time Services 23. Police Policy and Procedure: Moderate Police 12/1/2020 On Time Update . Annual City Employee In-Service Human 12/1/2020 Completed Completed Day (Funding) Resources 25. Neighbor Leadership Academy: City Manager 1/1/2021 Initial Progress On Time Development 26. Fire Standard of Cover Report Fire 1/1/2021 Not Started On Time 27. Servant Leadership Training Human 1/1/2021 Not Started On Time Program Resources Moderate 28. Fire SOP: Review Fire 4/1/2021 On Time Progress 29. Firefighter Physical Agility Course: Moderate Fire 4/1/2021 On Time Revamp Progress 22 30. Fire Organizational Rank Structure: Moderate Fire 4/1/2021 On Time Institute . SMART Data: Implementation Public Works 4/1/2021 Not Started On Time 32. NIMS Training and Exercise Fire 8/1/2021 Not Started On Time 33. Police Leadership Training Police 8/1/2021 Initial Progress On Time Program 34. Ladder Truck (Quint): Design and Fire 12/1/2021 Not Started On Time Acquisition Moderate 35. Fixed Asset Tracking Spreadsheet Finance 12/1/2021 On Time Progress 36. Emergency Management Protocols/NIMS Protocols: Fire 12/1/2022 Not Started On Time Development Neighborhood Moderate 37. Clean Up Day TBD On Time Services Progress

Major Projects 2020-2021 1. Municipal Complex Project: Moderate Behind or Completion and Location of City Public Works 3/1/2021 Progress Moved Back Offices

23