2026-06-22 CC Workshop AgendaCity of Southlake values:
Integrity Ƈ Innovation Ƈ Accountability Ƈ Commitment to Excellence Ƈ Teamwork
CITY COUNCIL STRATEGIC PRIORITIES SUMMER WORKSHOP JUNE 22, 2026
LOCATION: The Marq
Traditions Ballroom
285 Shady Oaks Dr.
Southlake, Texas 76092
TIME: 5:00 P.M.
1. Call to order.
2. A. Executive Session: Pursuant to the Open Meetings Act, Chapter 551, Texas
Government Code, Sections 551.071, 551.072, 551.073, 551.074, 551.076,
551.087, 418.183(f), and 418.106(d) & (e). Refer to posted list attached hereto
and incorporated herein. Executive Session may be held, under these
exceptions, at any time during the workshop that a need arises for the City
Council to seek advice from the city attorney as to the posted subject
matter of this City Council Workshop.
1. Section 551.072: Deliberation regarding real property.
a. Deliberation regarding the sale, purchase, exchange, lease, or value of
real property.
B. Reconvene: Action necessary on items discussed in Executive Session.
3. Discussion: FY 2027 Financial Outlook and Strategic Budget Direction
4. Discussion: Sales Tax Districts Multi-Year Sustainability
5. Discussion: Fee Policy Updates
6. Discussion: Parkwood Project Update and Conceptual Design Contract Discussion
6. Adjournment.
CERTIFICATE
I hereby certify that the above agenda was posted on the official bulletin boards at Town Hall,
1400 Main Street, Southlake, Texas, on Tuesday, June 16, 2026, by 5:00 p.m., pursuant to the
Texas Government Code, Chapter 551.
__________________________
Amy Shelley, TRMC
City Secretary
If you plan to attend this public meeting and have a disability that requires special needs, please advise
the City Secretary’s Office 48 hours in advance at 817-748-8016 and reasonable accommodations will be
made to assist you.
fflSOUTHLAKE
.TEXAS
CITY COUNCIL STRATEGIC PRIORITIES SUMMER WORKSHOP MINUTES
JUNE 22, 2026
LOCATION: 285 Shady Oaks Lane
Legends Hall at The Marq
CITY COUNCIL PRESENT : Mayor Shawn McCaskill, Mayor Pro Tern Randy Robbins ,
Deputy Mayor Pro Tern Austin Reynolds and Councilmembers Gary Fawks , Frances
Scharli , Chuck Taggart and Eric Wang .
STAFF PRESENT : City Manager Alison Ortowski , Assistant City Manager James
Brandon, Assistant City Manager Stacey Black, Director of Communications Pilar
Schank, Chief Financial Officer Sharen Jackson , Chief of Police Ashleigh Casey,
Assistant Police Chief Jose Luna, Deputy Fire Chief Jeremy Wilson, Assistant Fire Chief
Lorenzo Chavez, Director of Economic Development and Tourism Daniel Cortez ,
Director of Planning and Development Services Dennis Killough , Director of Community
Services David Miller , Deputy Director of Community Services Ryan McGrail , Deputy
Library Director Cynthia Pfledderer, Director of Public Works Pritam Deshmukh , Deputy
Director of Public Works Lauren LaNeave , City Engineer Jeff Ginn , and City Secretary
Amy Shelley .
WORKSHOP:
1. CALL TO ORDER
The Strategic Priority Workshop was called to order by Mayor McCaskill at 5:00pm .
2A. EXECUTIVE SESSION
Mayor McCaskill announced that City Council would convene into Executive Session
pursuant to Chapter 551 of the Texas Government Code , Section 551.072 deliberation
regarding real property . The City Council recessed into Executive Session at 5: 1 0pm
and returned at 5:35pm .
2B. RECONVENE
Mayor McCaskill reconvened the workshop at 5:42pm .
3. DISCUSSION: FY 2027 FINANCIAL OUTLOOK AND STRATEGIC BUDGET
DIRECTION
Chief Financial Officer Sharen Jackson presented an overview of the FY 2027 financial
outlook and strategic budget direction, including current financial performance, key
CITY COUNCIL STRATEGIC PRIORITY SUMMER WORKSHOP MEETING MINUTES, JUNE 22, 2026
Page 1 of 3
property and sales tax trends , and projections impacting budget development. Staff
reviewed major cost drivers , efficiency strategies to maintain service levels , and
workforce considerations . The discussion reinforced Council's financial guiding
principles in preparation for FY 2027 planning .
Assistant City Manager Stacey Black provided additional details regarding workforce
and compensation cost drivers .
4. DISCUSSION: SALES TAX DISTRICTS MULTI-YEAR SUSTAINABILITY
Assistant City Manager Stacey Black presented a five-year sustainability outlook for the
City's dedicated sales tax districts (CEDC , SPDC , and CCPD). The presentation
outlined current conditions , projected trends , and planning strategies in response to
evolving operational needs and prior Council direction.
5. DISCUSSION: FEE POLICY UPDATES
Director of Economic Development and Tourism Daniel Cortez reviewed the fee policy
discussion from the Winter Workshop and presented staffs analysis and
recommendations regarding development fees . The presentation also included options
for fire service fees and introduced a potential stormwater utility fee , including
comparisons of Southlake 's rates with peer communities.
6. DISCUSSION: PARKWOOD PROJECT UPDATE AND CONCEPTUAL
DESIGN CONTRACT
Assistant City Manager Stacey Black presented an update on the Parkwood Project ,
building on prior Council direction to advance conceptual design for the site , including a
future Veterans Memorial , library , and all-abilities park . Staff reviewed the design firm
selection process and outlined the scope and objectives of the proposed design
contract, which will be brought forward for Council consideration at a future meeting.
Director of Community Services David Miller provided additional details regarding the
request for qualifications , contract scope , conceptual design phases , and cost
comparisons .
7. ADJOURNMENT
Mayor McCaskill thanked staff for their work and adjourned the workshop at 7:29 p.m.
*An audio recording of this meeting will be permanently retained in the City Secretary's
Office.
CITY COUNCIL STRATEGIC PRIORITY SUMMER WORKSHOP MEETING MINUTES, JUNE 22, 2026
Page 2 of 3
MINUTES APPROVED ON THIS , THE 4 T H DAY OF AUGUST 2026.
ATTEST:
Shawn McCaskill~
Mayor
CITY COUNCIL STRATEGIC PRIORITY SUMMER WORKSHOP MEETING MINUTES, JUNE 22 , 2026
Page 3 of 3
fflSOUTHLAKE
TEXAS
CITY COUNCIL STRATEGIC PRIORITIES SUMMER WORKSHOP MINUTES
JUNE 22, 2026
LOCATION: 285 Shady Oaks Lane
Legends Hall at The Marq
CITY COUNCIL PRESENT : Mayor Shawn McCaskill, Mayor Pro Tern Randy Robbins ,
Deputy Mayor Pro Tern Austin Reynolds and Councilmembers Gary Fawks , Frances
Scharli , Chuck Taggart and Eric Wang .
STAFF PRESENT : City Manager Alison Ortowski , Assistant City Manager James
Brandon, Assistant City Manager Stacey Black, Director of Communications Pilar
Schank, Chief Financial Officer Sharen Jackson , Chief of Police Ashleigh Casey,
Assistant Police Chief Jose Luna, Deputy Fire Chief Jeremy Wilson, Assistant Fire Chief
Lorenzo Chavez, Director of Economic Development and Tourism Daniel Cortez ,
Director of Planning and Development Services Dennis Killough , Director of Community
Services David Miller , Deputy Director of Community Services Ryan McGrail , Deputy
Library Director Cynthia Pfledderer, Director of Public Works Pritam Deshmukh , Deputy
Director of Public Works Lauren LaNeave , City Engineer Jeff Ginn , and City Secretary
Amy Shelley .
WORKSHOP:
1. CALL TO ORDER
The Strategic Priority Workshop was called to order by Mayor McCaskill at 5:00pm .
2A. EXECUTIVE SESSION
Mayor McCaskill announced that City Council would convene into Executive Session
pursuant to Chapter 551 of the Texas Government Code , Section 551.072 deliberation
regarding real property . The City Council recessed into Executive Session at 5: 10pm
and returned at 5:35pm .
2B. RECONVENE
Mayor McCaskill reconvened the workshop at 5:42pm .
3. DISCUSSION: FY 2027 FINANCIAL OUTLOOK AND STRATEGIC BUDGET
DIRECTION
Chief Financial Officer Sharen Jackson presented an overview of the FY 2027 financial
outlook and strategic budget direction, including current financial performance, key
CITY COUNCIL STRATEGIC PRIORITY SUMMER WORKSHOP MEETING MINUTES, JUNE 22, 2026
Page 1 of 3
property and sales tax trends , and projections impacting budget development. Staff
reviewed major cost drivers , efficiency strategies to maintain service levels , and
workforce considerations . The discussion reinforced Council's financial guiding
principles in preparation for FY 2027 planning .
Assistant City Manager Stacey Black provided additional details regarding workforce
and compensation cost drivers .
4. DISCUSSION: SALES TAX DISTRICTS MULTI-YEAR SUSTAINABILITY
Assistant City Manager Stacey Black presented a five-year sustainability outlook for the
City's dedicated sales tax districts (CEDC , SPDC , and CCPD). The presentation
outlined current conditions , projected trends , and planning strategies in response to
evolving operational needs and prior Council direction.
5. DISCUSSION: FEE POLICY UPDATES
Director of Economic Development and Tourism Daniel Cortez reviewed the fee policy
discussion from the Winter Workshop and presented staffs analysis and
recommendations regarding development fees . The presentation also included options
for fire service fees and introduced a potential stormwater utility fee , including
comparisons of Southlake 's rates with peer communities.
6. DISCUSSION: PARKWOOD PROJECT UPDATE AND CONCEPTUAL
DESIGN CONTRACT
Assistant City Manager Stacey Black presented an update on the Parkwood Project ,
building on prior Council direction to advance conceptual design for the site , including a
future Veterans Memorial , library , and all-abilities park . Staff reviewed the design firm
selection process and outlined the scope and objectives of the proposed design
contract, which will be brought forward for Council consideration at a future meeting.
Director of Community Services David Miller provided additional details regarding the
request for qualifications , contract scope , conceptual design phases , and cost
comparisons .
7. ADJOURNMENT
Mayor McCaskill thanked staff for their work and adjourned the workshop at 7:29 p.m.
An audio recording of this meeting will be permanently retained in the City Secretary's
Office.
CITY COUNCIL STRATEGIC PRIORITY SUMMER WORKSHOP MEETING MINUTES, JUNE 22, 2026
Page 2 of 3
MINUTES APPROVED ON THIS , THE 4 TH DAY OF AUGUST 2026.
ATTEST:
Shawn McCaskill~
Mayor
CITY COUNCIL STRATEGIC PRIORITY SUMMER WORKSHOP MEETING MINUTES, JUNE 22 , 2026
Page 3 of 3