Development of a standardized long range planning system to meet the criteria of the Mission

Statement of Hilltop Lakes.

Hilltop Lakes is dedicated to establishing a culture that respects resident property owners, welcomes non-resident property owners and guests, expects effective and efficient governance and operations, and can manage improvement and growth, both physical and fiscal, in a strategic, financially sound manner.

Asset 21

Asset 22

Asset 16

Asset 13

Asset 3

Asset 12

Asset 11

Asset 5

Asset 9

Asset 6

Asset 18

Asset 4

Asset 7

Asset 15

Asset 12

Asset 10

Asset 2

Asset 8

Asset 1

Asset 17

Asset 20

Asset 19

Asset ProposalProposal

ProposalProposal

Standardized Format

Apples v. Apples

Examples of Criteria to Analyze

ProposalProposal ProjectProject

How much do we have to work with?

How will that change over time?

How much should be set aside for increased maintenance?

How much should be set aside for increased operations?

What are our priorities?

How much should be held in reserve?

Collect increased

outside income

Invest in Long Range Plan

Projects

Income reinvested in Hilltop

Reinforce Infrastructure

Operations and Maintenance

Long

Ran

ge P

lan

  Year 1 Year 2 Year 3 Year 4 Year 5 Totals

Capital Outlay 50000 57500 66250 76375 88112 338238Infrastructure 5000 5750 6625 7637 8811 33824Operations 7500 8625 9937 11456 13217 50736Project 1 10000 10000Project 2 12500 20000 32500Project 3 5000 5000Project 4 5000 12500 5500 23000Project 5 5500 27500 33000Project 6 9000 35000 47000Project 7 14500 11000 22500Project 8 40000 40000Project 9 7500 7500Reserve 5000 5000 7500 7500 7500 32500total outlay 50000 57375 66063 76094 88028 337559remainder rollover 0 125 187 281 84

Annual increase in Outlay @ 15% 10% set-aside for Infrastructure 15% for Operations

From the beginning, we need to make sure we include as many aspects as possible. This will provide more accurate and complete planning. Simply putting a plan in action without considering how it fits into ongoing operations would be foolhardy.

ProposalProposal

ProposalProposalProposalProposal

Physical Properties•What physical assets do we have to work with?

•What kind of shape are they in?

•Do we need them?

•Can they be transformed to serve more than one purpose?

•Is expansion needed, and if so, is there room?

•Will they conflict with other future developments?

Asset 16

Asset 13

Asset 1

Staffing

Most assets have more than one branch of staffing involved in its operation. Include all input.

Define or forecast the staffing needs of proposals to determine if needs can be met.

Would some staffing be seasonal? Staffing rotation?

Financials

Of foremost priority is ongoing operations. Any proposals will have to be weighed against existing financial obligations.

Returns on Investment

• How long will it be to break-even on any investments?

• After break-even, what type of revenue can be expected on a regular basis?

• How do analyze those investments that do not return specific income?

Property Value

How will proposals affect Hilltop Lakes Common Property value?

In some cases, specific personal property values might be affected.

Seek Staff Input by DepartmentoHistorical input. What has been done,

successfully or unsuccessfully.oWhat is needed?oWhat could be done?

Professional Assessments (where needed)

Particularly Buildings and Infrastructure

Priority Breakdown per Asset Needs to be studied from stances of safety,

marketing, usage, etc. What needs to be done first? What will it cost?

Determine Costs

What fixed costs are associated with each asset? Insurance, utilities, taxes, maintenance, etc.

What variable costs are associated with each asset? Manpower, additional utilities, expendables.

Insurance

What additional insurance costs are associated with each asset or proposal?

What steps can we take to reduce the premiums. This can also pertain to infrastructure.

Remaining Length of Service

What are the life expectations of the asset? Are the expectations variable due to use and care? Does age or condition affect insurance rates?

Not only on residents, but on non-resident property owners

Past and Current Data Future Trends Forecasting Unique Opportunities

Balanced and Ongoing Surveying of all Property Owners

Long Term Expectations

Boundaries and Limitations

Community vs. Generation of Outside Income

Forecasting Outside Income Increases Poorly Prioritizing Projects Jumping the Gun Dragging our Feet

Everybody On Board CONTINUITY

Individual Volunteerism

Community OrganizationsHilltop Lakes Water Supply

Hilltop Lakes VFD

Hilltop Lakes Chapel

MGA, WGA

T-38

Community OrganizationsWildlife Team

Hilltop Lions

Kickapoo Club

Lakes Task Force

Equestrian Club

Leon County Sheriff’s Department

Workshops Standardized Tools Communications

Goals and Mileposts Progress Reports Procedures for Unforeseen Changes Marketing

POAHL Committees

• FundraisingChair: Glenda Dretke

• CommunicationsChair: John Gower

• Planning and GoalsChair: Bart Ewald