Per a recommendation of the 2014 Citizen Financial Review Task Force, City Council formed a 2019 task force to measure the effectiveness of steps taken to implement the recommendations of the 2014 report and determine if additional recommendations should be established and pursued by the City.
At the February 25 City Council Meeting, Council appointed the following residents to the 2019 Citizen Financial Review Task Force: Ann Gabriel (Chair), Jamie Crane, Colin Gawel, Greg Guy, Ukeme Awakessien Jeter, Tim Keen, Matthew J. Kirby, Matthew Rule, Kaz Unalan.
The Task Force conducted its work from early April through June of 2019. Task Force Chair, Ann Gabriel, presented a draft version of the 2019 Citizen Financial Review Task Force Report to City Council at its July 8 Meeting. Council members will be reviewing this document over summer recess, with the intent of further discussion and action in the fall. Please check back in August for additional updates.
The Task Force was charged with the following:
- Review the report of the 2014 Task Force.
- Determine the extent to which recommendations have been implemented; evaluate whether desired outcomes were achieved for each implemented recommendation, or if not, determine if each recommendation is still valid at this time.
- Undertake a high-level review of the City’s current financial status and overall outlook.
- Explore further privatization and/or collaboration opportunities.
- Undertake a high level assessment of existing service levels to verify alignment with community needs and/or expectations.
- Assess the status of capital investments made to date and the outlook/plans for the next 10-year Capital Improvement Program.
- Examine and recommend specific program areas where a fuller review may be necessary.
- Report findings and make recommendations for City Council to consider.
- Unless otherwise noted, meetings will be held on Thursday mornings, beginning at 8:15 am
- All meetings will be held in the Lower Level Meeting Room at the Municipal Services Center, 3600 Tremont Road
- Some meetings may be cancelled if deemed unnecessary by the Chair
- April 4
- April 18
- April 25
- May 2
- May 9
- 7 pm, Wednesday, May 15
- May 16
- May 23
- May 30
- 7 pm, Wednesday, June 5
- June 6
- June 13
- 7:30 pm, Monday, June 17 Council Conference Session
- Update to City Council on the work of the Task Force
- June 20
- June 27
- 7 pm, Tuesday, July 2
- 7:30 pm, Monday, July 8 City Council Meeting
- City Council members intend to review the report of the task force over summer recess. Dates for further discussion are pending.
To view documents associated with the Citizen Financial Review Task Force, search our Archives Portal – Special Commissions & Task Forces using the following Special Meeting Type:
- Citizen Financial Review Task Force
- 2019 Citizen Financial Review Task Force Report to City Council – July 8, 2019
- Adopted Budget – 2019-2020 (PDF 7MB)
- Capital Improvement Program – 2019-2028 (PDF 5MB)
- Comprehensive Annual Financial Report – 2017 (PDF 3MB)
- Popular Annual Financial Report – 2017 (PDF 4MB)
- Resolution 2013-0013 (PDF 85KB)
- 2019 Introduction to Task Force Members
- 2014 CFRTF Report to City Council
- Finance OpenGov Transparency
- Financial Ratings & Awards
- Guiding Policies
- UA Overview
- Parks & Recreation Comprehensive Plan – Associated Documents
- River Ridge/Kingsdale West Study – Associated Documents
In 2013, the City faced significant, long-term reductions in its revenue stream that were negatively impacting operating revenues and funds for capital improvements. Despite taking a series of progressive steps to address this shortfall, projections indicated an impending structural deficit that would severely compromise the City’s ability to maintain core municipal services and to perform necessary infrastructure improvements.
In an effort to address and correct this negative forecast, Upper Arlington City Council appointed the 2014 Citizen Financial Review Task Force to perform a detailed study of the City’s finances and to develop recommendations that would keep the City on a strong financial footing and enable it to fully meet its obligations to the community.
That task force issued a report containing 15 recommendations, the most notable of which resulted in the passage of Issue 23 in November of 2014 – a .5% increase in the City’s income tax rate to be solely devoted to capital improvements. The task force also recommended a follow up review some number of years after the initial report.