Table of Contents

    Fiscal Health

  1. Good or Bad Times in the coming year?
    1. Better or Less Able to meet jurisdiction's needs this fiscal year than last
    2. Better or Less Able to meet jurisdiction's needs next fiscal year than this
  2. Changes from the Last Fiscal Year to the Current Fiscal Year

    1. Change in jurisdiction's revenue from property taxes
    2. Change in jurisdiction's revenue from fees for services, licenses, transfers, etc.
    3. Change in amount of jurisdiction's amount of debt
    4. Change in jurisdiction's ability to repay its debt
    5. Change in amount of federal aid to jurisdiction
    6. Change in amount of state aid to jurisdiction
    7. Change in jurisdiction's tax delinquencies
    8. Change in jurisdiction's amount of home foreclosures
    9. Change in jurisdiction's population
    10. Change in jurisdiction's public safety needs
    11. Change in jurisdiction's infrastructure needs
    12. Change in jurisdiction's human service needs
    13. Change in jurisdiction's number of employees
    14. Change in jurisdiction's pay rates for employee wages and salaries
    15. Change in jurisdiction's cost of employee pensions
    16. Change in jurisdiction's cost of current employee health benefits
    17. Change in jurisdiction's cost of retired employee health benefits
  3. Expected Changes from the Current Fiscal Year to the Next Fiscal Year

    1. Projected change in property tax rates
    2. Projected change in charges for fees, licenses, etc.
    3. Projected change in reliance on general fund balance
    4. Projected change in reliance on "rainy day" funds
    5. Projected change in amount of services provided
    6. Projected change in actual public safety spending
    7. Projected change in actual infrastructure spending
    8. Projected change in actual human services spending
    9. Projected change in funding for economic development programs
    10. Projected change in amount of debt
    11. Projected change in sale of public assets
    12. Projected change in privatizing or contracting out services
    13. Projected change in number and/or scope of interlocal agreements or other cost-sharing plans with other governments
    14. Projected change in jurisdiction's workforce hiring
    15. Projected change in jurisdiction's workforce layoffs
    16. Projected change in jurisdiction's filling vacant positions
    17. Projected change in jurisdiction's employee pay rates
    18. Projected change in jurisdiction's employees' share of premiums, deductibles and/or co-pays on health insurance
    19. Projected change in jurisdiction's employees' share of contributions to retirement funds
    20. Projected change in jurisdiction's retirees' share of premiums, deductibles and/or co-pays on health insurance

  4. Employee wages and benefits

    1. Jurisdiction provides fringe benefit package(s) to new hires
    2. Jurisdiction provides fringe benefit package(s) to current employees
    3. Jurisdiction provides fringe benefit package(s) to current elected officials
    1. Jurisdiction offers retirement income benefits to new hires
    2. Jurisdiction offers retirement income benefits to current employees
    3. Jurisdiction offers retirement income benefits to retired employees
    4. Jurisdiction offers retirement income benefits to current elected officials
    5. Jurisdiction offers retirement income benefits to former elected officials
    1. Jurisdiction offers defined benefit plan only
    2. Jurisdiction offers defined contribution plan only
    3. Jurisdiction offers defined benefit plan for some employees, defined contribution plan for others
    4. Jurisdiction offers hybrid benefit plan
  5. Likelihood jurisdiction will introduce a defined contribution or hybrid plan in the next 12 months
  6. Jurisdiction has unfunded pension obligations
  7. Jurisdiction's unfunded pension obligations as a fiscal health problem
    1. Jurisdiction offers health care or other retirement benefits to new hires
    2. Jurisdiction offers health care or other retirement benefits to current employees
    3. Jurisdiction offers health care or other retirement benefits to retired employees
    4. Jurisdiction offers health care or other retirement benefits to current elected officials
    5. Jurisdiction offers health care or other retirement benefits to former elected officials
  8. Jurisdiction has unfunded retiree health care or OPEB obligations
  9. Jurisdiction's unfunded retiree health care or OPEB obligations as a fiscal health problem
  10. Union Negotiations

  11. Jurisdiction has employees who are members of a public sector labor union
    1. Jurisdiction has employees in a police union
    2. Jurisdiction has employees in a fire union
    3. Jurisdiction has employees in a Department of Public Works (DPW) union
    4. Jurisdiction has employees in other unions
  12. Jurisdiction has negotiated with unions in last 12 months
    1. Outcome of negotiations on union employee pay
    2. Outcome of negotiations on union employee benefits
    3. Outcome of negotiations on union employee staffing levels
    4. Outcome of negotiations on union employee work rules
  13. Satisfaction with outcomes of negotiations with employee union(s)
  14. Likelihood that jurisdiction will seek concessions in next 12 months
  15. Jurisdiction's union(s) have been an asset or liability to fiscal health in last 12 months
  16. Jurisdiction's union(s) have been an asset or liability to overall performance in last 12 months
  17. Assessment of relationship between jurisdiction and its union(s)
  18. Right to work

  19. Familiarity with Michigan's Right-To-Work laws
    1. Support or opposition to public sector union Right-To-Work by the local government's Council/Board
    2. Support or opposition to public sector union Right-To-Work by the local government's non-union employees
    3. Support or opposition to public sector union Right-To-Work by the local government's union employees
    4. Support or opposition to public sector union Right-To-Work by the respondent personally
  20. Support or opposition to police and fire union exemption
    1. Impact of Right-To-Work laws on Michigan's economy
    2. Impact of Right-To-Work laws on fiscal health of local government
    3. Impact of Right-To-Work laws on ability to attract and/or retain businesses
    4. Impact of Right-To-Work laws on ability to attract and/or retain desired employees
    5. Impact of Right-To-Work laws on relationship between jurisdiction's administration and its union(s)
  21. Furloughs and Four-day work weeks

    1. Jurisdiction utilized employee furloughs this year
    2. Jurisdiction utilized a four-day work week this year
    3. Jurisdiction utilized early retirement incentives or buyouts
    4. Jurisdiction reduced pay rates and/or benefits packages for new hires
    1. Likelihood that jurisdiction will utilize employee furloughs next year
    2. Likelihood that jurisdiction will utilize a four-day work week next year
    3. Likelihood that jurisdiction will utilize early retirement incentives or buyouts next year
    4. Likelihood that jurisdiction will reduce pay rates and/or benefits packages for new hires next year
  22. Elimination of services

    1. Jurisdiction completely eliminated service(s) this year that are now no longer provided at all
    2. Jurisdiction completely eliminated service(s) this year that are now provided by another entity
    3. Jurisdiction did not have to completely eliminated service(s) this year
    1. Jurisdiction plans to completely eliminate service(s) in coming year and no longer provide it at all
    2. Jurisdiction plans to completely eliminate service(s) in coming year that will be provided by another entity
    3. Jurisdiction does not plan to completely eliminate service(s) in coming year
  23. General Fund Balances

  24. Jurisdiction's unreserved general fund balance as a percentage of general fund expenditures last year
  25. Assessment of level of jurisdiction's unreserved general fund balance
  26. Jurisdiction's cash flow as a fiscal health problem
    1. Jurisdiction's overall fiscal health today
    2. Jurisdiction's overall fiscal health five years from now
  27. Property-Tax Exemptions

    1. Jurisdiction contains federal forest land
    2. Jurisdiction contains state forest land
    3. Jurisdiction contains nonprofit land holdings
    4. Jurisdiction contains other governmental property
    5. Jurisdiction contains local K-12 school system property
    6. Jurisdiction contains universities or other higher education institutions
    7. Jurisdiction contains nonprofit hospital and health-care facilities
    8. Jurisdiction contains houses of public worship, burial grounds, religious tombs, or monuments
    9. Jurisdiction contains housing for elderly or disabled persons
    10. Jurisdiction contains other non-profit organizations
    11. Jurisdiction contains principal residence exemptions for people in poverty
    1. Property-tax exemptions as a portion of total parcels
    2. Property-tax exemptions as a portion of potential tax revenues
    3. Property-tax exemptions as a portion of demands on service provision
    1. Jurisdiction's property-tax exempt organizations are an asset or liability to current fiscal health
    2. Jurisdiction's property-tax exempt organizations are an asset or liability to future fiscal health
    3. Jurisdiction's property-tax exempt organizations are an asset or liability to current quality of life
    4. Jurisdiction's property-tax exempt organizations are an asset or liability to future quality of life
  28. To what extent has the impact of property tax exemptions been a topic of discussion among local leadership
  29. Place-based Economic Development

  30. Is local government engaged in or planning any placemaking efforts for economic development
    1. Jurisdiction is pursuing historic preservation and adaptive re-use
    2. Jurisdiction is pursuing mixed-use developments
    3. Jurisdiction is pursuing attractive city centers, storefronts, and public gathering spaces
    4. Jurisdiction is pursuing anchor businesses located along corridors, nodes, or in center districts
    5. Jurisdiction is pursuing public transit accessibility
    6. Jurisdiction is pursuing assistance for entrepreneurs and/or small businesses
    7. Jurisdiction is pursuing arts and cultural amenities or events
    8. Jurisdiction is pursuing environmentally-friendly construction
    9. Jurisdiction is pursuing green/open spaces, trails, and bike paths
    10. Jurisdiction is pursuing bicycle-friendly/walkability
    11. Jurisdiction is pursuing local food opportunities
    12. Jurisdiction is pursuing form-based codes
    1. How effective or ineffective is placemaking, or could it be, as an economic development strategy for your jurisdiction
    2. How effective or ineffective is placemaking, or could it be, as an economic development strategy for other jurisdictions
    1. Effectiveness of historic preservation and adaptive re-use for economic development in jurisdiction
    2. Effectiveness of mixed-use developments for economic development in jurisdiction
    3. Effectiveness of attractive city centers, storefronts, and public gathering spaces for economic development in jurisdiction
    4. Effectiveness of anchor businesses located along corridors, nodes, or in center districts for economic development in jurisdiction
    5. Effectiveness of public transit accessibility for economic development in jurisdiction
    6. Effectiveness of assistance for entrepreneurs and/or small businesses for economic development in jurisdiction
    7. Effectiveness of arts and cultural amenities or events for economic development in jurisdiction
    8. Effectiveness of environmentally-friendly construction for economic development in jurisdiction
    9. Effectiveness of green/open spaces, trails, and bike paths for economic development in jurisdiction
    10. Effectiveness of bicycle-friendly/walkability for economic development in jurisdiction
    11. Effectiveness of local food opportunities for economic development in jurisdiction
    12. Effectiveness of form-based codes for economic development in jurisdiction
  31. Entrepreneurship

    1. To what extent does your jurisdiction have entrepreneurial activity
    2. To what extent does place-based economic development influence where entrepreneurs choose to launch and grow businesses
    3. To what extent would increased entrepreneurial activity help your jurisdiction make places where people want to live, work, and play
    4. To what extent is fostering entrepreneurship a specific part of your jurisdiction's placemaking efforts
    1. Is access to capital an obstacle to entrepreneurship in your community
    2. Are regulations such as sign ordinances, fire codes, and zoning laws, etc. an obstacle to entrepreneurship in your community
    3. Is lack of reliable public transportation an obstacle to entrepreneurship in your community
    4. Is lack of cultural amenities an obstacle to entrepreneurship in your community
    5. Is lack of late night entertainment an obstacle to entrepreneurship in your community
    6. Is lack of information technology (IT) infrastructure an obstacle to entrepreneurship in your community
    7. Is lack of “green” construction an obstacle to entrepreneurship in your community
    8. Is excessive local tax burden an obstacle to entrepreneurship in your community
    9. Is excessive state tax burden an obstacle to entrepreneurship in your community
    10. Are licensing costs and/or delays an obstacle to entrepreneurship in your community
    11. Is lack of talented workforce an obstacle to entrepreneurship in your community
    12. Is lack of safe access for pedestrians/bicyclists an obstacle to entrepreneurship in your community
    13. Is deteriorating infrastructure an obstacle to entrepreneurship in your community
    14. Is lack of access to the natural environment an obstacle to entrepreneurship in your community
    15. Is unattractive building and landscape design an obstacle to entrepreneurship in your community
  32. Familiarity with MIplace Partnership Initiative

    Evaluating current events and political issues

  33. State of Michigan going in right direction or on wrong track
  34. Jurisdiction going in right direction or on wrong track
  35. Governor Snyder's job performance
  36. Michigan Legislature's job performance
  37. Jurisdiction's board or council's job performance
  38. Trust in Government

  39. Amount of time you can trust the federal government do to what is right
  40. Amount of time you can trust the state government to do what is right
  41. Amount of time you can trust other local governments to do what is right