Long Beach, CA
File #: 08-0864    Version: 1 Name: FM - 3rd Qtr. FY08 Budget Perform. Report
Type: Agenda Item Status: Approved
File created: 8/12/2008 In control: City Council
On agenda: 9/9/2008 Final action: 9/9/2008
Title: Recommendation to receive and file the Fiscal Year 2008 Third Quarter Budget Performance Report. (Citywide)
Sponsors: Financial Management
Indexes: Budget, Report
Attachments: 1. 090908-R-14sr&att.pdf
TITLE
Recommendation to receive and file the Fiscal Year 2008 Third Quarter Budget Performance Report. (Citywide)

DISCUSSION

This report provides an update on the City's Fiscal Year 2008 (FY 08) budget and operational performance through June 30, 2008. The report covers a broad spectrum of financial information for all funds and departments with multi-year comparisons, charts and graphs to provide a clear picture of the City's financial situation. While the focus of the financial report is the General Fund, exceptional performance (both positive and negative) in other funds is highlighted where applicable.

Summary

The total Adjusted City Budget for all funds as of June 30, 2008 was $3.16 billion. With 75 percent of the year complete, expenditure performance in all funds is at approximately 64.1 percent year-to-date. The total adjusted General Fund expenditure budget was $388.9 million, with budgeted revenue of $387.5 million. The difference between budgeted revenue and expense reflects carry over appropriations. After the third quarter of the fiscal year, based on current appropriation authority, overall expenditures are slightly below target, the result of current year vacancy savings targets issued to General Fund departments. With 75 percent of the fiscal year complete, approximately 79.9 percent of anticipated General Fund revenue has been collected.

FY 08 General Fund Revenue

Current and projected revenue performance is based upon a variety of factors, and includes both structural and one-time revenues. It is important to note the risks inherent in projecting revenue, as the City has limited, if any, authority to affect certain revenue streams. Overall, year-to-date General Fund revenue is $310.9 million, or approximately 79.9 percent of total projected revenue, and is close to the expected performance after the third quarter of the fiscal year. Performance to date numbers for revenue are $16.6 million above FY 07 primarily due to a $9.2 million incr...

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