Finance & Administration Report: Financial Plan Insights Dashboard
A report introducing a new online dashboard tool designed to help Council and the public better understand the draft 2022-2026 financial plan data.
TOWN OF VIEW ROYAL COMMITTEE OF THE WHOLE REPORT
TO: Committee of the Whole DATE: February 3, 2022 FROM: D. Christenson, Director of Finance MEETING DATE: February 8, 2022
Financial Plan Insights Dashboard
RECOMMENDATION:
THAT the report dated February 3, 2022 from the Director of Finance titled “Financial Plan Insights Dashboard” be received for information.
CHIEF ADMINISTRATIVE OFFICER’S COMMENTS:
I concur with the recommendation.
PURPOSE OF REPORT:
To invite Council to explore the new Financial Plan Insights Dashboard in preparation for the 2022-2026 financial planning workshops scheduled for February 15-17 and 22, 2022.
BACKGROUND DISCUSSION:
Each year in advance of Council’s financial planning discussions staff prepare a document that describes the draft financial plan. The Proposed 2021-2025 Financial Plan distributed prior to the February workshops comprised 216 pages (mostly double-sided), 39 of which were printed spreadsheets with rows and columns of numbers. Increasingly, staff have tried to provide additional analysis and insight into the data through charts, graphs and descriptive narratives that assist the reader in understanding the data.
This year, in addition to the booklet, staff have built an easy-to-navigate online tool that allows the user to focus on the information most relevant to them, without being overwhelmed by the sheer volume of all the information at once. The Financial Plan Insights Dashboard presents non-core and capital projects in a way that allows the user to filter to the specific area of interest, and easily discover the funding source of the projects with a pop-up tool tip. The Dashboard also presents the proposed service plan operational budgets which can be filtered by revenue or expense, function, category and year to narrow the information to only that of particular interest. A “bird’s eye” view at a service category level is presented and the user may use the drill-down functionality to see the underlying account-level detail. The Dashboard is not meant to replace the financial plan booklet, but to provide an additional means to understand the material.
The Dashboard is accessed through a website link with a common internet browser. This link will be provided to Council only in advance of the budget workshops, just as the proposed financial plan is distributed in booklet form and not broadly published. Once Council has made decisions and given direction at its budget deliberation sessions, the Dashboard will be updated to reflect the revised financial plan. At that time, Council may direct that the Dashboard be made available to the public, as a companion piece to the Citizen Budget engagement tool, to further inform and engage View Royal citizens regarding the Town’s financial plan.
Staff will be pleased to present a brief demonstration and tour of the Financial Plan Insights Dashboard. Screenshots of the Dashboard are attached for information.
RECOMMENDATION:
THAT the report dated February 3, 2022 from the Director of Finance titled “Financial Plan Insights Dashboard” be received for information.
SUBMITTED BY: D. Christenson, Director of Finance
REVIEWED BY: K. Anema, Chief Administrative Officer
Projects Funding page:
| Priority | Project | PS | 2022 | 2023 | 2024 | 2025 | 2026 | Total |
|---|---|---|---|---|---|---|---|---|
| 1-Critical | Centennial Park diamond #4 fencing improvement | C-095 | $35,000 | $35,000 | ||||
| Fire services vehicle replacement-Ladder 35 upgrade | C-084 | $47,000 | $47,000 | |||||
| Fire services vehicle replacement-Marine 34 overhaul and upgrade | C-112 | $49,000 | $49,000 | |||||
| Information security mgmt system | N-088 | $50,000 | $25,000 | $20,000 | $95,000 | |||
| 2-Required | Atkins pump station pump replacements | C-030 | $60,000 | $60,000 | ||||
| Digital signature certificate service | N-059 | $5,000 | $4,000 | $4,100 | $4,200 | $4,300 | $21,600 | |
| Emergency Operations Centre equipment | C-059 | $18,000 | $18,000 | |||||
| EOC supplies | N-091 | $7,000 | $7,000 | |||||
| Ergonomic workstation replacement | C-101 | $135,000 | $135,000 | |||||
| Fire services vehicle replacement plan-1992 Superior E-One | C-113 | $1,120,000 | $1,120,000 | |||||
| Firefighter decontamination room | C-115 | $15,500 | $15,500 | |||||
| Glenairlie pump station upgrade | C-089 | $35,000 | $500,000 | $535,000 | ||||
| Helmcken Bay pump station upgrade | C-035 | $670,000 | $670,000 | |||||
| Housing gaps and needs study | N-054 | $15,000 | $15,000 | |||||
| Island Hwy upgrades-Hart Road to Wilfert Rd | C-031 | $175,000 | $175,000 | |||||
| Island Hwy upgrades-Helmcken Rd to Beaumont Ave | C-031 | $3,100,000 | $3,100,000 | |||||
| Norquay pump station upgrade | C-089 | $35,000 | $35,000 | |||||
| Packers pump station upgrade | C-115 | $35,000 | $670,000 | $705,000 | ||||
| Parks vehicle replacement plan | C-031 | $166,600 | $85,000 | $55,000 | $100,000 | $406,600 | ||
| Pedestrian lighting improvements | C-108 | $99,000 | $99,000 | |||||
| SCADA server replacement | C-106 | $12,000 | $12,000 | |||||
| SCADA software upgrade | C-123 | $12,000 | $12,000 | |||||
| Sewer gravity main upgrade-Fort Victoria to Pheasant Ln | C-109 | $42,000 | $1,840,000 | $1,882,000 | ||||
| 3-Strategic | Active Transportation Plan | N-073 | $145,000 | $10,000 | $155,000 | |||
| Additional RCMP members | N-054 | $55,000 | $168,000 | $172,000 | $177,000 | $572,000 | ||
| Atkins Road sidewalk-Anya Court to Langford border | C-107 | $843,225 | $843,225 | |||||
| Centennial Park courts and fields | C-034 | $250,000 | $250,000 | |||||
| Coastal Adaptation Plan | N-089 | $60,000 | $30,000 | $90,000 |
Operations page, with drill-down on Elections category:
| Division | Details | PY Actual | PY Budget | Actual | Core | Core YoY % | Non-core | Ops cost of capital | Total Budget | Budget YoY $ | Budget YoY % |
|---|---|---|---|---|---|---|---|---|---|---|---|
| General Government Services | |||||||||||
| Revenue | |||||||||||
| Administrative | |||||||||||
| 00340 - Other Revenue | $9,167 | $2,200 | $808 | $6,700 | 205% | $6,700 | $4,500 | 205% | |||
| Total | $9,167 | $2,200 | $808 | $6,700 | 205% | $6,700 | $4,500 | 205% | |||
| Finance | |||||||||||
| 00330 - Sales of Services | $7,076 | $5,300 | $22,310 | 321% | $22,310 | $17,010 | 321% | ||||
| 00340 - Other Revenue | $16,920 | $12,000 | $14,000 | 17% | $14,000 | $2,000 | 17% | ||||
| Total | $23,996 | $17,300 | $36,310 | 110% | $36,310 | $19,010 | 110% | ||||
| Total | $33,163 | $19,500 | $808 | $43,010 | 121% | $43,010 | $23,510 | 121% | |||
| Expense | |||||||||||
| Legislative | |||||||||||
| 01100 - Legislative | $110,918 | $150,805 | $2,000 | $149,776 | -1% | $149,776 | ($1,029) | -1% | |||
| 01300 - Elections | |||||||||||
| 1-2-01300-202 - Elections - Hourly Wages | $19,485 | $19,485 | $19,485 | ||||||||
| 1-2-01300-580 - Elections - Misc Services | $5,415 | $5,415 | $5,415 | ||||||||
| 1-2-01300-590 - Elections - Misc Supplies | $11,495 | $11,495 | $11,495 | ||||||||
| 1-2-01300-620 - Elections - Advertising | $7,700 | $7,700 | $7,700 | ||||||||
| Total | $44,095 | $44,095 | $44,095 | ||||||||
| Total | $110,918 | $150,805 | $2,000 | $193,871 | 29% | $193,871 | $43,066 | 29% | |||
| Public Relations | |||||||||||
| 01200 - Public Relations | $173,593 | $202,727 | $6,322 | $85,938 | -57% | $6,000 | $91,938 | ($110,789) | -55% | ||
| 01250 - Public Relations - Archives | $93,731 | $100,961 | $4,126 | $101,065 | 6% | $101,065 | $104 | 0% | |||
| Total | $267,323 | $303,688 | $10,448 | $187,003 | -36% | $6,000 | $193,003 | ($110,685) | -36% | ||
| Administrative | |||||||||||
| Total | $580,143 | $0 | ($519,285) | $0 | -100% | $0 | $0 | $0 | $0 |
Document Images
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