1. Recommendations for the 2017 Budget Process April 18, 2016 Presenters: Mike Mayes – Director, Financial Services/Treasurer Wanda Bennett – Director, Corporate Communications

2. Topics Background 2017 Budget Process  New approach  Council priorities  Community engagement  Schedule  Target Next steps 2

3. The experience of past budgets facilitates continuous improvement 3

4. Continuous improvement  What worked well  What will be improved  What we heard from stakeholders  Ideas and lessons for 2017 4 Review of the 2016 Process

5. Purpose of the Budget 5 1.Supports rate setting 2.Provides for financial management 3.Addresses Council’s priorities

6. A new approach will focus on effectiveness and be more efficient 6

7. Key Themes 7 Schedule New approach Community Engagement Council Target Council Priorities

8. Council Priorities should be clearly addressed by the budget 8

9. 9 Council Priorities SLT Strategies (5 focus areas) SLT Strategies (5 focus areas) OLT Implementation Plans Council Priorities Master Plans Business Plans Council Priorities Master Plans Business Plans

10. Focus Areas for 2017 Budget 1.Revitalizing our Community Centre Lands & addressing downtown parking needs –Council priority C, supports the theme of Economic Development/Jobs 2.Creating a strategy for vibrant and livable corridors along Davis Drive & Yonge Street –Council priority D, supports the theme of Economic Development/Jobs 10

11. Focus Areas for 2017 Budget 3.Supporting community and neighbourhood projects –Council priority G, supports the theme of Enhanced Recreational Opportunities 4.Ensuring safe streets –Council priority l, supports the theme of Traffic safety and mitigation And, to continue to achieve Council Priorities 5.Organizational readiness 2020 11

12. An engaged community makes for a better budget 12

13. 13 Communicate key messages Public Engagement – Phase 1 Public Education, Engagement, Budget Process Phase 2 on Council’s direction for budget - tangibles More relevant statistics on performance, efficiencies, value for taxes Community Engagement

14. Public Consultation and Engagement 14 INFORM Residents of the 2017 budget process, key dates and engagement opportunities & general budget info. ENGAGE and Inspire residents to ‘Get Involved” in prioritizing $ based on Council’s Strategic Priorities.

15. Tactics 15 Website Community Open House/ events Media releases Advertisements Budget tool Social media Focus group Budget Games! E-newsletters Mail out

16. Early approval of the budget is targeted 16

17. 17 ACTIVITYDATESTATUS Budget process and community engagement presented to Committee of the Whole for approval by Council April 18IN PROGRESS Treasurer meets one-on-one with Members of Council May and June Community Engagement Phase 1 May to September Supplementary information provided to inform the budget process May to October continued...

18. 18 ACTIVITYDATESTATUS Fees & Charges for early approval – Committee of the Whole Public Meeting June 20 Fees & Charges for early approval – Council approval August 8 Community Engagement Phase 2 October and November Committee of the Whole Presentation – Preliminary draft budget and Community Engagement Phase 1 results October 31 Draft budget information available to public and on website November 4

19. 19 ACTIVITYDATESTATUS Committee of the Whole – regular meeting November 7 Possible Special Committee of the Whole – Capital Budget and Asset Replacement Fund November 14 Possible Special Committee of the Whole – Operating Budget November 21 Committee of the Whole regular meeting with draft budgets, remaining Fees & Charges and Community Engagement Phase 2 results November 28 Council approval of the Budget and remaining Fees & Charges December 5

20. Providing a tax target gives clear direction on expectations 20

21. 2017-19 Outlook ( excluding Infrastructure Levy ) TAX INCREASE 2016 BUDGET 201720182019 Starting point based on known drivers, subject to refinement Base budget (Town) 1.491.50 CYFS – including growth 1.301.661.50 Newmarket Public Library 0.220.15 Phasing of 2015 enhancements 0.330.270.26 Growth expenses (excludes CYFS) 0.68 0.30 Growth revenue (1.00) Enhancements 0.01 Revenue adjustments 1.590.23 Other one-time adjustments 0.43 Adjustments to capital financing (0.42) Other reductions (2.44)TBD TOTAL - prior to refinement 2.193.112.712.45 21

22. Next Steps 22 Treasurer to meet one-on-one with Members of Council Start Community Engagement Phase 1 Supplementary Information to be provided to inform the budget process Presentation of preliminary draft budget on October 31

23. 23 Thank You