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76 <br /> FREERS <br /> • & ASSOCIATES INC <br /> Key Financial Strategies <br /> Staff Outline <br /> ......... ....... ....... <br /> .. ........ <br /> ............................. <br /> ....... .... <br /> ........................ <br /> .. ...... .... <br /> .......... ....... <br /> X.... ................... <br /> . .... .......... <br /> U� C.O.Ms....:.....:::.::...............:::::..::.:................. <br /> . . <br /> ............... ...... <br /> ...... .. ................ <br /> :Mblet-11 ...... .. . ....... <br /> .4yes.-I. .. ............. . <br /> �XXX............... .. ........... . .......... <br /> ... ............ .... ..... <br /> .............. ......... <br /> ................................ <br /> ................... <br /> ............... ... <br /> ................... <br /> ............... <br /> I Explain KFS process. I. Plan and schedule for filling gaps <br /> .................................................... <br /> ... ...........::-X..... ........................ <br /> s <br /> A's esslow..""".. 2. Develop draft KFS objectives. in foundations. <br /> .................. <br /> 3. Identify and discuss financial 2. Copies of policies. <br /> e ............. <br /> .......... .......... <br /> .. ............... <br /> foundation items including need for 3. Copies of financials. <br /> ... . ................... <br /> . ..................... <br /> ........ 4. Draft master schedule. <br /> new materials. <br /> .... ... ....... <br /> ................... . ........ <br /> . ... ...................... <br /> ............................ . ....... <br /> I .................... <br /> ............ <br /> . .... . 5. Agreement on on cities. <br /> 4 Review financial status. <br /> XXXXXXI: <br /> ..... ........... .. ....... <br /> ....................................... <br /> .X. <br /> 5. Identify comparison cities. <br /> I. ......... <br /> .... ......... <br /> ......................... <br /> ................................. <br /> 6. Review financing/revenue options. <br /> ............. <br /> . ................... 7. Develop master schedule. <br /> . . ................... <br /> 8. Review financial policies. <br /> .. ........... <br /> .................... <br /> ... .. ....... <br /> ............... <br /> X:: .. I Review outcomes of session o <br /> ne. 1. Presentation format. <br /> .... .. . .... <br /> 2. Review objectives established by 2. Agreement on financial foundation <br /> .. ..................SIM <br /> ........ .......................... <br /> ..................... ... <br /> it t. .. ............. <br /> council. materials. <br /> W <br /> ............... <br /> 3. Review financial foundation 3. Agreement on agenda for session <br /> -X <br /> ............. <br /> . . . ........................... <br /> ............................ <br /> ................................. <br /> .............. .. <br /> .................. <br /> ............................... <br /> • <br /> . ............................. materials. three. <br /> ........................... <br /> .. ........ <br /> ...........X-- 4. Reach consensus on presentation <br /> ........ . . ............ <br /> .............. <br /> ... ........... format. <br /> ....................... <br /> . ..................... <br /> ....................... .... <br /> ........................................... <br /> ......................... <br /> -ucture. <br /> ........... <br /> 5. Review budget funds and str <br /> .............................. <br /> -............................ <br /> . .................................. <br /> ........................... <br /> .............................. <br /> . ........................... <br /> ....... .................................... <br /> . . .................. .. <br /> 6. Review agenda for session two. <br /> ............................ <br /> 7. Review strengths and weaknesses. <br /> ........................... <br /> ........................... <br /> .. ............ <br /> . ........ 1. Agreement on revenue forecast <br /> I Review outcomes of session two. <br /> ............................ <br /> .......... <br /> .............. <br /> n :'o <br /> 2. Review revenue forecast model. model. <br /> W . <br /> o :tb-Se S. on.:.. <br /> Wit <br /> 3. Review gap analysis. <br /> .-C-C 2. Agreement on gap analysis. <br /> . .... .. .... .......... <br /> 1. Review draft plan. 1. Agreement on draft plan. <br /> ................. <br /> 2 Review agenda for session three. <br /> I.pd, �«;Se. .0 <br /> X. ...... <br /> ......................... <br /> ....................... <br /> ..................... <br /> ..................... <br /> ..................... <br /> I Review results from session three. 1. Agreement on draft <br /> 1pfliqf".A&�S S"M 2. Review draft recommendations and recommendations and <br /> ....... ... <br /> ........... <br /> .... ........ <br /> implementation plan. <br /> implementation Ian. <br /> cc p <br /> W-- - - - <br /> ........... ........ <br /> . .............. ... <br /> .... . .......................................... 3. Review agenda for session four. <br /> • <br /> ...:::X.-,............... <br /> .......................... <br />