Town Council Strategic Planning Session

Town Council Budget Workshop February 17, 2023 Agenda Goal: Receive program, project, and financial information in order to provide staff direction for budget development. I. Check In 8:30 am a. Opening remarks from Mayor b. Review of agenda II. Strategic Plan Update & Initiatives Discussion (Amanda) 8:45 am Break 10:15am III. Financial Condition Review (Shawn/Antwan) 10:30 am a. Overview of Funds (Rev. v. Exp.) Year to Date b. What are our current fund reserves and targets? c. What is our debt status and what do our indicators look like? Lunch 12:00 pm IV. Public Engagement – Budget Prioritization Survey Results (David) 1:00 pm a. Results & Discussion b. Demographics & Other Information V. Capital Project Prioritization Results (Jessica) 1:45 pm a. CIP Overview b. What are the prioritization results from Council’s ranking exercise? c. What priority changes would Council like to make? Break 2:45 pm VI. Implications for Capital Spending – Tax Rate Model 3:00 pm VII. Wrap-up and Adjourn 4:00 pm TOWN OF APEX The Peak of Good Living PO Box 250 Apex, NC 27502 | (919) 249-3400 | www.apexnc.org