Legislation Details

File #: HIST-15917    Version: 1 Subject:
Type: Historical Status: Joint Consent
In control: City Council Meeting Agenda
On agenda: 2/14/2011 Final action: 2/14/2011
Title: JOINT CITY COUNCIL/REDEVELOPMENT AGENCY BOARD AGENDA ITEM: FOUR-FIFTHS VOTE REQUIREMENT – Receipt and Filing of the Fiscal Year 2010/2011 Mid Year Financial Monitoring Report and Approval of Related Budget Amendments.
Attachments: 1. JOINT CITY COUNCIL/REDEVELOPMENT AGENCY BOARD AGEN - J-1__11-02-14__CFO__JOINT__FY 10 11 Mid Year Budget Review SR - FINAL.docx, 2. JOINT CITY COUNCIL/REDEVELOPMENT AGENCY BOARD AGEN - 11 02 14_CFO_MidYear Reports.pdf
City of Culver City, California Agenda Item Report Meeting Date: _02/14/2011_ Item Number: J-1 JOINT CITY COUNCIL/REDEVELOPMENT AGENCY BOARD AGENDA ITEM: FOUR- FIFTHS VOTE REQUIREMENT – Receipt and Filing of the Fiscal Year 2010/2011 Mid Year Financial Monitoring Report and Approval of Related Budget Amendments Contact Person/Dept.: Jeff Muir/Finance Phone Number: 310-253-6006 Fiscal Impact: Yes [X] No [] General Fund: Yes [X] No [] Public Hearing: [] Action Item: [X] Attachments: [X] Commission Action Required: Yes [] No [X] Date: _______________ Public Notification: (Email) Meetings and Agendas – City Council (02/09/11); Meetings and Agendas – Redevelopment Agency (02/09/11); (Email) Ongoing Topics – Fiscal and Budget Issues (02/09/11) Department Approval: Jeff Muir (02/09/11) Agency General Counsel Approval: City Attorney Approval: Carol Schwab (by H. Baker) (02/08/11) Chief Financial Officer Approval: Jeff Muir (02/09/11) City Manager/Executive Director Approval: John M. Nachbar (02/09/11) RECOMMENDATION: Staff recommends the City Council and Redevelopment Agency Board (Agency Board) receive and file a presentation on the Fiscal Year 2010/2011 Mid-Year Budget and approve related budget amendments. City budget amendments require a 4/5 ths vote. BACKGROUND / DISCUSSION: The Finance Department typically prepares quarterly, mid-year, and year-end Financial Monitoring Reports once the accounting periods have been closed for the respective reporting cycle. This Mid-Year Report presents the City Council and Agency Board with a snapshot of expenditures and revenues through the first half of Fiscal Year 2010/2011. General Fund Through the midpoint of Fiscal Year 2010/2011, total General Fund revenues are $27.297 million, or 33.8% of the adjusted budget, and expenditures are $37.645 million, or 44.0% of the adjusted budget. Sales Tax is performing better than the previous fiscal year which is mostly attributable to Westfield Culver City being open for the entire reporting period. City of Culver City, California Agenda Item Report Transient Occupancy Tax and Real Property Transfer Tax are also performing better than anticipated. Although some of the City’s major sources of revenues are performing well and have increased from the prior fiscal year, there are a few categories which are still underperforming. Development related fees and charges are down due to lower building activity and development. Staff recommends the following budget amendments be made to adjust revenues accordingly and to better reflect projected receipts. (Individual line item amounts can be found in Attachment 1.) ADJUSTED BUDGET FISCAL 2010-11 RECOMMENDED ADJUSTMENTS FOR FISCAL 2010-11 DIFFERENCE Property Tax 3,970,000 3,970,000 0 Sales Tax 15,521,340 15,621,340 100,000 Public Safety Sales Tax (PSAF) 310,000 310,000 0 Business Tax 9,827,000 9,827,000 0 Franchise Tax 1,400,000 1,400,000 0 Real Property Transfer Tax 750,000 1,000,000 250,000 Utility Taxes 14,775,000 14,875,000 100,000 Transient Occupancy Tax (TOT) 2,850,000 3,050,000 200,000 Commercial/Industrial Dev. Tax 400,000 100,000 (300,000) Licenses and Permits 2,223,516 2,014,016 (210,000) Intergovernmental 3,789,171 3,789,171 0 Charges for Svcs. (Includes RDA billings) 11,765,093 11,565,593 (200,000) Fines and Forfeitures 4,034,000 4,134,000 100,000 Use of Money & Property 999,000 999,000 0 Interfund/Departmental (Admin. Allocation) 4,803,290 4,803,290 0 Other Revenues 257,660 257,660 0 Other (Interfund Transfers) 3,036,290 2,656,290 (380,000) TOTAL GENERAL FUND $80,711,360 $80,372,360 ($340,000) FISCAL YEAR 2010-11 PRELIMINARY MID-YEAR GENERAL FUND REVENUES WITH RECOMMENDED ADJUSTMENTS All Departments are holding under the 50% spending assumption so far through December 2010. At mid-year it is estimated that expenditures will come in at approximately 97% of adjusted projections by the conclusion of Fiscal Year 2010/2011 on June 30, 2011. A detailed discussion of the performance of mid-year revenues and expenditures can be found in Attachment 1 – Mid-Year Financial Monitoring Report and Attachment 2 - Culver City Mid-Year Summary Report. City of Culver City, California Agenda Item Report Enterprise and Internal Service Funds There are no significant budgetary issues requiring a budget amendment in the Enterprise Funds (i.e. Refuse, Transportation, and Sewer Funds) or Internal Service Funds (i.e. Equipment Replacement, Fleet Maintenance, Self Insurance, and Central Stores Funds). A discussion of these funds’ revenues can be found in the attached Mid-Year Financial Monitoring Report on pages 11 through 13 and expenditures on page 18. Culver City Redevelopment Agency Unrestricted Funds Unrestricted funds are funds that are available to provide financial assistance for projects and/or programs that meet the goals of the Redevelopment Plan. These funds consist primarily of tax increment revenues but also include other revenues generated from the Agency’s business operations (e.g. revenues from RDA owned parking lots). Revenues The RDA continues to feel the effects of the bad economy as tax increments continue to fall and are expected to decrease for the second straight fiscal year. Half way through the fiscal year, tax increment revenues are down by 8% from last fiscal year. Overall, revenues are 11% behind where they were last fiscal year at this time. Tax Increment projections utilized while preparing the Executive Director’s Proposed Budget for Fiscal Year 2010/2011 were based on the 2009-10 County Assessor’s Assessed Value Report, which is the most up to date information that the Agency has during budget preparation. Staff was conservative and assumed only a 2% increase in Assessed Values in the Redevelopment Project area. Since adoption of the Budget by the Agency Board in June, 2010, , the Agency received the 2010-11 Assessed Value Report from the County Assessor’s Office, which indicated a 2.8% decrease in Assessed Values. Consequently, staff is recommending that the original tax increment revenue estimate of $38,619,000 be decreased to $35,010,000. Consequently, a number of budget amendments are being recommended to lower budget projections. Additionally, revenues at the Ince Parking Structure are lagging significantly due primarily to the impact of the recession. Monthly parking revenues have decreased over the last few years as employees from surrounding businesses have utilized the structure less (or there are simply fewer employees remaining who need to park in the structure). Ince also collects significantly less in transient parking revenues than City of Culver City, California Agenda Item Report the other two downtown parking structures as a majority of users stay less than two hours. To more accurately reflect revenue projections at Ince, staff recommends the Agency Board approve a budget amendment decreasing revenues from $525,000 to $450,000. There are no significant issues with any of the other RDA revenues. A more detailed discussion of the Agency’s revenues can be found on pages 7 through 11 of the Culver City Redevelopment Agency Mid Year Financial Monitoring Report (Attachment 4). Expenditures: There are a number of payments that the Redevelopment Agency is required to make per State statute, including the required set-aside of 20% of the tax increment into the Low-Moderate Housing Fund. These payments are all calculated as a set percentage of the total tax increment that the Agency receives. Consequently, as the tax increment revenue decreases, there is a corresponding decrease in those payments. Therefore, staff is recommending that the Housing set-aside payment be decreased by $721,800 from $7,723,800 to $7,002,000. All other Agency expenditures are expected to be within budget. A more detailed discussion of the Agency’s expenditures can be found on pages 4 through 6 of the Culver City Redevelopment Agency Mid Year Financial Monitoring Report (Attachment 4). Approving the recommended decrease in revenue will leave the Agency with a budget deficit (i.e. budgeted expenditures exceeding budgeted revenues) of approximately $10.4 million for Fiscal Year 2010/2011. However, on average, the Agency only spends approximately 90% of the adjusted budgeted expenditures. Should this remain true in Fiscal Year 2010/2011 (which is staff’s expectation), then an actual deficit of approximately $5.5 million is expected. There are sufficient unrestricted reserves to cover any potential year end deficit caused by the reduction in revenues. A table of the Agency’s projected fund balances can be found on page 3 of the Culver City Redevelopment Agency Mid Year Financial Monitoring Report (Attachment 4). Supplemental Education Revenue Augmentation Fund (SERAF) As part of last year’s state budget deal, redevelopment agencies were required to shift $2 billion to local school districts. This shift was spread over two fiscal years, with $1.7 billion shifted in Fiscal Year 2009/2010 and $300 million shifted in Fiscal Year 2010/2011. Last year, pursuant to the Agency Board’s approval and the provisions of State law, the Agency’s ERAF obligation of almost $11 million was borrowed from the Low-Moderate Income Housing fund and is being repaid over the next five years. The second SERAF payment of $2.3 million is due in May of this City of Culver City, California Agenda Item Report year. This amount has already been budgeted and, at this point, there are no plans to borrow that payment from the Low-Moderate Income Housing Fund. The California Redevelopment Association (CRA) did file a lawsuit contending that the SERAF shift of redevelopment funds is unconstitutional. In May 2010, the Sacramento Superior Court issued an adverse ruling and determined that shifting redevelopment funds does not violate the State Constitution. CRA subsequently filed an appeal of the Superior Court decision, which is still pending. Proposition 22, a Constitutional Amendment passed by California voters in November 2010, provides additional protection of local funds from state raids. However, Proposition 22 only protects against future payments and is not applicable to the current payment as the SERAF transfer was signed into law prior to the passage of Proposition 22. Low/Moderate Income Housing Fund Other than a decrease of $721,800 in Housing set-aside revenues discussed earlier in this report, there are no significant budgetary issues in the Low/Moderate income housing fund. Total Housing appropriations are approximately $7.5 million, and there are sufficient Low/Moderate Income Housing Fund reserves to cover any potential year end deficit caused by the reduction in revenues. Refer to page 12 of the Culver City Redevelopment Agency Mid Year Financial Monitoring Report (Attachment 4) for more discussion on the Low/Moderate Income housing Fund. Tax Exempt Bond Funds All bond funds are currently either appropriated or earmarked for projects that meet the restrictions of tax exempt bond funding. Refer to page 13 of the Culver City Redevelopment Agency Mid Year Financial Monitoring Report (Attachment 4) for more discussion on Tax Exempt Bond funds. FISCAL ANALYSIS: City of Culver City Given the mid-year data, General Fund actual expenditures are projected to come in at 97.0% of budget. This is primarily due to continued vacancies in some Departments as well as anticipated savings in Operations and Maintenance accounts. The recommended revenue adjustments will allow for closer monitoring through the end of the fiscal year. The estimated General Fund operating deficit for Fiscal Year 2010/2011 will be approximately $2.9 million. With the one-time transfer of funds from the Equipment Replacement Fund, the estimated ending deficit requiring the use of unreserved fund balance will be $2.1 million. City of Culver City, California Agenda Item Report It is unknown at this time what effects the State Budget may have on the City’s finances for the remainder of the fiscal year and subsequent years. Staff continues to monitor activities and any changes will be brought to the City Council/Agency Board and Executive Management for discussion. Culver City Redevelopment Agency Governor Jerry Brown released his proposed Fiscal Year 2011/2012 budget on January 10, 2011. It includes a number of significant recommendations to close the estimated $25 billion state budget deficit. The Governor is asking the voters to extend the temporary Vehicle License Fee, Sales Tax, and Income Tax increases that have been in effect since 2009. He is also proposing deep cuts to many programs. The Governor is also proposing the elimination of all redevelopment agencies in the state. Budget Hearings related to the proposal to eliminate redevelopment agencies are being held in Sacramento in early February. Actual legislation has yet to be drafted; consequently, there are not a lot of details known about the plan. There are many questions about the constitutionality of the plan as well potential negative consequences of eliminating a significant driver to the state’s economy. Those issues will be discussed and debated over the next few months as the Governor pushes his budget proposal. Staff will keep the Agency Board apprised as details regarding this proposal become more clear. This proposal, if enacted as presented, would have devastating impacts on the ability of local governments to eliminate blight, improve the economic climate, and generate jobs. Because of the unprecedented negative impact the Governor’s proposal would have on Culver City, the Agency Board and City Council met in special session on January 15, 2011 and approved certain agreements between the City and the Agency which obligate the Agency to reimburse the City for critical infrastructure improvements and other legally permitted and necessary costs. On February 17, 2011, the City Council, Agency Board, and Financing Authority will also consider the issuance of tax increment bonds by the Agency to further secure these local tax dollars for critical programs. ATTACHMENTS: 1. Recommended Revenue Adjustments by Line Item 2. Culver City Mid-Year Summary Report 3. Culver City Mid-Year Financial Monitoring Report 4. Redevelopment Agency Mid-Year Financial Monitoring Report City of Culver City, California Agenda Item Report MOTION: That the City Council: (1) Receive and file the presentation of the Fiscal Year 2010/2011 Mid Year Financial Monitoring Report; and (2) Approve proposed budget amendments as shown in Attachment 1. A budget amendment requires a 4/5 ths vote That the Agency Board: (1) Receive and file the presentation of the Fiscal Year 2010/2011 Mid Year Financial Monitoring Report; and (2) Approve the following budget amendments: A. Decrease projected tax increment revenues by $3,609,000 in the following areas; a. Project Area 1 (51290000.311210): ($2,680,000) b. Project Area 2 (52290000.311210): ($243,000) c. Project Area 3 (53290000.311210): ($522,000) d. Project Area 4 (54290000.311210): ($164,000) B. Decrease Housing set-aside by $721,800 (this decrease will be reflected as a decrease in expenditures from RDA and a corresponding decrease in revenue for the Low/Moderate Housing fund); Decrease Transfer-Out (Tax Increment Accounts) Decrease Transfer In (Low/Mod Income Housing Accounts) 51299900.952554: ($536,000) 55499900.391512: ($536,000) 52299900.952554: ($48,600) 55499900.391522: ($48,600) 53299900.952554: ($104,400) 55499900.391532: ($104,400) 54299900.952554: ($32,800) 55499900.391542: ($32,800) C. Decrease Ince Parking Structure revenues by $75,000 (55093800). MEETING DATE: February 14, 2011 AGENDA ITEM : Mid-Year Financial Reports ATTACHMENTS Pages 1. Recommended Revenue Adjustments by Line Item 1 2. Culver City Mid-Year Summary Report 2 - 21 3. Culver City Mid-Year Financial Monitoring Report 22 - 39 4. Redevelopment Agency Mid-Year Financial Monitoring Report 40 - 52 Attachment 1 Recommended Revenue Adjustments by Line Item Category Account Number Proposed Adjustment Sales Tax 10115100.313000 100,000 Real Property Tax 10114400.317000 250,000 Electricity UUT 10114400.312100 100,000 Transient Occupany Tax 10114400.318000 200,000 Commercial Industrial Dev. Tax 10115100.319000 (300,000) Building Permits 10151500.321000 (135,000) Plumbing/Heating Permits 10151500.324000 (27,000) Building Plan Check Fees 10151500.371300 (340,000) Fire Suppression Detection 10145600.329000 (41,000) Fire Prev./Other Permits 10145600.330100 (7,000) Fire Prevention Plan Check Fees 10145600.371300 (75,000) Planning Permit Fees 10152100.364100 165,000 Engineering Plan Check Fees 10160500.371300 50,000 Fines and Forfeitures 10140900.338200 100,000 Transfer In-Parking Meter Fund 10199900.391421 (380,000) 1 City of Culver City MID-YEAR REPORT (Through December 31, 2010) FOR FISCAL YEAR 2010-11 2 3 CITY OF CULVER CITY 2010-11 MID-YEAR REPORT Table of Contents Introduction ........................................................................................................... 1 Revenues Summary ............................................................................................ 1 Revenue Detail.................................................................................................... 2 Property Tax ............................................................................................... 2 Sales Tax ................................................................................................... 2 Public Safety Augmentation Fund Tax (PSAF) ........................................... 2 Utility Users Tax (UUT)............................................................................... 2 Business License Tax .............................................................................. 3 Franchise Tax ............................................................................................. 4 Transient Occupancy Tax (TOT) .............................................................. 4 Real Property Transfer Tax ...................................................................... 4 Commercial Industrial Development Tax .................................................. 4 Intergovernmental Revenue ....................................................................... 4 Charges for Services ................................................................................ 5 Fines & Forfeitures ..................................................................................... 6 Use of Property & Money ........................................................................... 6 Licenses & Permits ..................................................................................... 6 Interfund/Departmental ............................................................................... 6 Other Revenues ......................................................................................... 7 Other (Interfund Transfers) ......................................................................... 7 Enterprise Revenues ............................................................................................. 9 Refuse Fund ............................................................................................... 9 Transit Fund ............................................................................................... 9 Sewer Fund ............................................................................................ 10 Expenditures Summary ....................................................................................... 10 Expenditure Detail ............................................................................................... 10 Departments/Divisions Exceeding Spending Assumption ...................... 10 Departments/Divisions Below Spending Assumption ............................... 10 Internal Services Funds Summary .................................................................... 14 Enterprise Funds Summary .............................................................................. 15 Five-Year Projection .......................................................................................... 16 Conclusion ........................................................................................................ 17 4 1 CITY OF CULVER CITY 2010-11 Budget Monitoring Report Mid-Year Report (as of 12/31/10) General Fund and Other City Funds INTRODUCTION Results through December 31, 2010 for the City are more encouraging than this point last year. Expenditures are coming in lower than the target amount, even with the significant reduction in personnel and O & M from the previous year. Overall revenues are relatively steady so far at mid- year. General Fund Revenues through December are $27.297 million, or 33.8% of adjusted budgeted projections. General Fund Expenditures through February are $37.645 million, or 44.0% of adjusted budgeted appropriations. Revenues often lag expenditures at this point in the year due to accruals, which occur at the end of the fiscal year. Other Funds are performing close to expectations, and will be discussed further in the report. Fiscal 2008-09 saw some of the worst economic crises in decades, and fiscal 2009-10 continued to perform poorly. Fiscal 2010-11 is looking to be a bit brighter, but it will most likely be many years before the economy performs at the levels seen in fiscal 2007-08, if ever. REVENUES SUMMARY General Fund Revenue Overview (as of 12/31/2010) Through December, General Fund revenues are $27,297,000, or 33.8% of adjusted budget projections. Sales Tax is coming in stronger than prior year receipts at this time due to Westfield Shopping Mall being open the entire reporting period. Business License is performing slightly better than expected, and Utility Users’ Tax (UUT) and Transient Occupancy Tax (TOT) are both performing stronger than this time last year. Real Property Transfer Tax is also coming in higher than anticipated, but Commercial Industrial Development Tax is performing at the lowest level since 2003. Sales Tax receipts are approximately 14.9% ahead of receipts at this time last year, which is completely opposite of the 14.6% lag of 2009-10 mid-year receipts to 2008-09. Westfield Shopping Mall is a large portion of this increase, along with a general healthier outlook on retail shopping the last half of 2010. It remains to be seen if it will continue, but forecasts look much better than they have the last couple of years. 5 2 Revenue Detail Property Tax - The adopted budget for Property Tax for fiscal 2010-11 is $3.97 million. Receipts through December are $1.2 million. April will reflect the “second” round of payments for this category. The pass-through payment received from the county is anticipated to be approximately $500,000, and this amount is included in the budgeted projection. Property Tax is expected to hit projections for fiscal 2010-11. It is recommended to keep the Property Tax projection at current projections. Sales Tax - The fiscal 2010-11 adopted budget projection for Sales Tax is $15.521 million. Even with 2006-07 actual receipts coming in at $18.192 million and 2007-08 actual receipts coming in at $17.92 million, the City has kept projections conservative. Fiscal 2009-10 receipts for this category were $14.314 million, which is over 20% lower than the actual 2006-07 and 2007-08 receipts. It is anticipated that fiscal 2010-11 will see more encouraging results than last year, in most part from Westfield Shopping Mall being open for the entire reporting period. The fiscal 2010-11 adopted budget is $15.521 million. Receipts through December 31, 2010 are $4.285 million. This is 14.9% ahead of the prior mid-year receipts. It is still far below receipts from 2007-08, but it is the first time since that it is moving in a positive direction. Staff has also been in discussion with our sales tax consultants, and results show receipts could come in slightly higher than original projections. It is recommended to increase sales tax projections to $15.621 million, which is a $100,000 increase. Public Safety Augmentation Fund (PSAF) - This funding source was implemented by Prop 172 in 1993, and is to be used to fund public safety services. It is an allocation of 0.5% of the sales tax rate, and is allocated by the State – same as sales tax – to counties and cities. Since it is based on taxable sales, it mimics sales tax receipts. Fiscal 2010-11 budgeted projections for PSAF are $310,000. This projection is in line with last fiscal year’s actual receipts. There is no recommendation to adjust this projection. Utility Users Tax - Utility Users Tax (UUT) is a tax placed on electricity, natural gas, water, telecommunications (land-line and wireless), and cable television. Culver City’s current rate is 11%. Total fiscal 2010-11 budget projections for UUT are $14.775 million. Through December, receipts are $6.395 million, or approximately 43.3% of projections. Mid-year receipts for the entire category are 3.65% ahead of the same period last year. Discussion of the fiscal 2010-11 performance to date of each UUT category is provided below. o Electricity – Adopted budget projection for Electricity UUT is $6.25 million. Through December, receipts are $2.958 million, or 47.3% of projections. This category is expected to continue to perform strong to year-end. It is recommended to increase this category to $6.35 million for fiscal 2010-11. This would be an increase of $100,000 from original projections. 6 3 o Natural Gas – The fiscal 2010-11 budget projection for Natural Gas UUT is $1.2 million. Through December, receipts for Natural Gas UUT are $322,000, or 26.8% of projections. Historically, receipts for this category come in stronger the second half of the fiscal year. With the uncommonly long stretch of cooler weather we have experienced, including slightly increasing rates, it is anticipated that this category will meet projections. There is no recommendation to adjust this projection. o Water – The fiscal 2010-11 budget projection for Water UUT is $1.105 million. This has taken into account potential water conservation due to the drier than normal conditions experienced the last couple of years, along with the unusually wet weather experienced a couple of months ago. Although reports do still show a water shortage, usage remains rather steady, and receipts through December show water UUT at $505,000, or 45.7% of projections. This category is expected to meet projections. There is no recommendation to adjust this projection. o Telecommunications – The fiscal 2010-11 budget projection for Telecommunications UUT is $5.5 million. Receipts through December are $2.32 million, or 42.2% of projections. Compared to the prior year at this time, receipts are almost identical. This category has been kept at a “low growth” level for the last couple of years because of increasing usage of internet and other phone services that do not have UUT applied to them, and increasing numbers of “bundled” services that reduce costs. It is believed that Telecommunications UUT is not sustainable at this level as calling plans become more inexpensive and more users start migrating to VOIP and bundled services. This may take a few years, though, to fully be seen. There is no recommendation to adjust this projection. o Cable Television – The budget projection for fiscal 2010-11 is $720,000 for Cable TV UUT. This category has remained relatively steady, and receipts through December are $290,000, or 40.3% of projections. Over the next few years, Cable UUT revenue is expected to remain flat or grow slowly. There is no recommendation to adjust the current projection. Business License - Business License is a tax placed on “for profit” businesses conducting business within Culver City. Most services are taxed at $1 per $1,000 of gross receipts. Consulting and most professional services are taxed at a rate of $3 per $1,000 of gross receipts. The fiscal 2010-11 budget projection for Business License is $9.827 million. This amount also includes the Business License Certificate. Receipts through December are $530,000, but the bulk of this category is not received until late February into March. Receipts look to come in steady this year and it is anticipated that this category will hit projections. More will be known once the bulk of the receipts are received during the third quarter. 7 4 Funding was approved in fiscal 2008-09 for a Business License Tax audit. This audit started during fiscal 2009-10, and the results are being recognized in the fiscal 2010-11 year and beyond. There is no recommendation to adjust this projection. Franchise Tax - Franchise Tax receipts have remained relatively steady with slight growth over the years. The fiscal 2010-11 budget projection for this category is $1.4 million. Receipts through December show the category at $207,800. The majority of these receipts come in the latter portion of the fiscal year. It is expected receipts will hit projections. There is no recommendation to change this projection for fiscal 2010-11. Transient Occupancy Tax - Transient Occupancy Tax (TOT) receipts have been relatively steady the past few years. The fiscal 2010-11 budget projections are $2.85 million. Receipts for TOT through December are $1.393 million, or 48.9%. It is recommended to adjust this revenue source to $3.05 million for fiscal 2010-11. This would be an increase of $200,000 from original projections. Real Property Transfer Tax - This category is dependent on property sales – both residential and commercial. Commercial property sales bring in the higher receipts, but the number of property sales the past few years have been extremely low. The adopted interim projection for this category in fiscal 2010-11 is $750,000. Although recent reports signaled a significant slowdown for commercial sales, receipts have held surprisingly steady. Current receipts through December are $505,000, or 67.2% of projections. It is being recommended to adjust this revenue to $1 million for fiscal 2010-11. This is a $250,000 increase over original projections. Commercial Industrial Development Tax - This is a revenue category that fluctuates greatly from year to year. The past few fiscal years have seen high receipts, mostly due to major development occurring in the city, but the prior fiscal year saw receipts at almost record lows. With the collapse of the financial markets, development activity was severely impacted in fiscal 2008-09 and into 2010-11. The adopted budget projection for fiscal 2010- 11 is $400,000. It is doubtful that receipts will hit this projection at year-end. Receipts through December are only $36,570, or 9.1% of projections. At the time the projection for fiscal 2010-11 was developed, there was strong expectation of at least one major development that was expected to begin construction this fiscal year. However, it is doubtful this will occur, and revised projections for Commercial Industrial Development Tax are now recommended to be $100,000 for fiscal 2010-11. This is a reduction of $300,000 from original projections. Intergovernmental Revenue - State Motor Vehicle License Fee (VLF) In-Lieu is the primary revenue in this category. VLF In-Lieu is paid to municipalities to make up for lost local revenue when the VLF rates were reduced from 2% to 0.65% in 2004. The budgeted amount for 2010-11 is $3.52 million (including the basic VLF fee) and receipts through December are $37,000. Similar to the Sales Tax In-Lieu payments, these payments are received in equal installments in January and May of each fiscal year. The City’s third quarter report will recognize the payment in January. 8 5 There is no recommendation to adjust this projection. Charges for Services - Charges for Services through December 2010 are 41.7% of the budgeted projections (not including Redevelopment Agency Billings). Charges for Services is comprised of many revenue categories that range from building related permits and plan checks to recreation fees and ambulance fees. The largest revenue sources are ambulance fees, and plans check fees for Engineering, Building Safety, and Fire Prevention. o Ambulance Fees - Revenue has continued to come in strong primarily due to increases to the billing rates. Rates, which are set by Los Angeles County, were increased 6% during fiscal 2008-09. Through December receipts are $445,765, or 46.9% of projections. There is no recommendation to adjust this projection. o Strike Team Reimbursement –This category fluctuates significantly and is difficult to project on an annual basis. Current 2010-11 adjusted projections are $112,691, and as additional strike team reimbursements are received they are partially appropriated per direction of the Budget Resolution. Through December, receipts are $74,673. A portion of the administrative surcharge, which is above the direct reimbursement, is allowed to be appropriated within the Fire Department’s budget to offset expenses for departmental special supplies related directly to strike team callouts. There is no recommendation to change this projection. o Auditorium & Room Rentals – The four areas of the Parks, Recreation, & Community Services complex that are rented out are the Veteran’s Memorial Auditorium, Veteran’s Memorial meeting rooms, the Teen Center, and the Senior Center. For fiscal year 2010-11 the total budgeted revenue is $715,000 and through December receipts are $261,358, or 36.6% of projections. The fee structure for rentals is currently being revised in an effort to simplify the fee structure and make it more equitable. Even though revenue receipts are lagging behind at mid-year, there is no recommendation to adjust the projections at this time. o Plan Check Fees - The fiscal 2010-11 adjusted budget is $1,114,500, and through December receipts are $340,000, or 30.5% of projections. Plan Check Fees were affected by the economic downturn, but the revenue was bolstered in 2009-10 by the Westfield Shopping Mall remodel. After fiscal year 2009-10, though, Plan Check revenue was expected to decline until the economy recovers – unless some other sizable developments come on-line earlier than anticipated. It is recommended to adjust Plan Check Fees to $749,500, which is a reduction of $365,000 from 2010-11 projections. 9 6 o Public Safety Related Fees - These revenues are made up of records requests, live scan fingerprints, vehicle impounds, and other miscellaneous fees. These revenues ended December at 56.6% of the budget. Revenues are 1.1% lower than this point last year. There is no recommendation to change this projection. o Recreation Fees – Recreation fees are charged for various services which range from adult sports leagues to day camps for children. The annual budget for recreation fees is $1,600,808 and the total receipts through December are $718,706, so at this point 44.9% of the revenues have been received. As the summer months approach, the revenues will increase. There is no recommendation to change this projection. Fines & Forfeitures - Fines & Forfeitures is made up of moving violations, which includes red-light camera violations and parking violations. Through December, Fines & Forfeitures revenue is $2.06 million, or 51.1% of projections. The County of Los Angeles has increased their administrative charges, which they charge before remitting payment to Culver City. Additionally, due to the economic conditions, there has been evidence of an increasing rate of delinquency in payment of citations. These factors, though, have not had much affect on fiscal 2010-11 receipts so far, although they could pose more of a factor during the remainder of the fiscal year. It is recommended to increase this category by $100,000. Use of Money & Property - The primary revenue in Use of Money & Property is the interest earned on investments. As of December 31, 2010, preliminary receipts in this category are $152,000. The Accounting entry for the Net Increase/Decrease of Fair Value on Investments is substantially more negative based on current investment rates, which lowers the overall total in this category. Without this entry, receipts are relatively steady. The RDA interest entry on the remainder of the loan will be recognized in January 2011. Last year this entry was made in December. Third quarter results will There is no recommendation to adjust these projections for fiscal 2010-11. Licenses & Permits - The majority of the revenue in Licenses & Permits category is derived from construction activity, so these revenues are drastically affected by the economy. Budgeted projections for this category for fiscal 2010-11 are $2.223 million. Receipts through December are $911,520, or 41.0% of projections. Most all revenues in this category are behind projections. The prior year included revenues from the Westfield Shopping Mall renovation, but this year building activity has remained relatively flat. It is recommended to adjust various revenues in Licenses & Permits in light of slow construction activity for fiscal 2010-11. The revised projection for this category is $2.014 million, which is a reduction of $210,000 from the original projection. Interfund/Departmental - Interfund/Departmental revenues, also known as Administrative Cost Allocation, are reimbursed costs which are incurred by the General Fund for other 10 7 funds. The Refuse Fund, Sewer Fund, Transportation Fund, and Redevelopment Agency are among the funds that are charged administrative costs. The fiscal 2010-11 budget for Interfund/Department is $4,803,290, and through December $2,401,644 has been applied. Other Revenues – The 2010-1110 adjusted budget for Other Revenues is $257,660, and through December receipts are $89,942. Most of the revenues in this category are offset by appropriated expenditures, such as the Fiesta La Ballona, or are loan payments from the Refuse Fund. In past years this category has included one-time receipts from various land sales. Fiscal 2010-11 does not include any type of these revenues. Other (Interfund Transfers) - Revenue for Other (Interfund Transfers) is budgeted at $3.036 million for fiscal 2010-11. Through December receipts are $1.513 million. The budget projection includes a transfer from the Equipment Replacement Fund ($750,000). This projection also includes a transfer from the Parking Improvement Fund due to increased parking rates. Staff is recommending that the Parking Improvement Transfer be reduced by $380,000 to $1 million. The table below shows the adopted budget, mid-year adjusted budget, preliminary mid-year receipts, and percentage of receipts for General Fund revenues for fiscal 2010-11. ADOPTED BUDGET 2010-11 ADJUSTED BUDGET 2010-11 PRELIMINARY RECEIPTS AS OF 12/31/10 % RECEIVED AS OF 12/31/10 Property Tax $3,970,000 $3,970,000 $1,200,175 30.2% Sales Tax $15,521,340 $15,521,340 $4,285,075 27.6% Public Safety Sales Tax (PSAF) $310,000 $310,000 $100,290 32.4% Business Tax $9,827,000 $9,827,000 $530,280 5.4% Franchise Tax $1,400,000 $1,400,000 $207,800 14.8% Real Property Transfer Tax $750,000 $750,000 $504,202 67.2% Utility Taxes $14,775,000 $14,775,000 $6,394,989 43.3% Transient Occupancy Tax (TOT) $2,850,000 $2,850,000 $1,392,824 48.9% Commercial/Industrial Dev. Tax $400,000 $400,000 $36,570 9.1% Licenses and Permits $2,223,066 $2,223,516 $911,520 41.0% Intergovernmental $3,789,171 $3,789,171 $44,615 1.2% Charges for Svcs. (Includes RDA billings) $11,704,344 $11,765,093 $5,434,324 46.2% Fines and Forfeitures $4,034,000 $4,034,000 $2,059,340 51.0% Use of Money & Property $999,000 $999,000 $190,298 19.0% Interfund/Departmental (Admin. Allocation) $4,803,290 $4,803,290 $2,401,644 50.0% Other Revenues $240,660 $257,660 $89,942 34.9% Other (Interfund Transfers) $3,026,290 $3,036,290 $1,513,145 49.8% TOTAL GENERAL FUND $80,623,161 $80,711,360 $27,297,033 33.8% FISCAL YEAR 2010-11 PRELIMINARY MID-YEAR GENERAL FUND REVENUES 11 8 As discussed previously, staff is recommending the following adjustments in the corresponding revenue categories. This allows recommended projections to reflect a more accurate picture of receipts towards year-end. ADJUSTED BUDGET FISCAL 2010-11 RECOMMENDED ADJUSTMENTS FOR FISCAL 2010-11 DIFFERENCE Property Tax 3,970,000 3,970,000 0 Sales Tax 15,521,340 15,621,340 100,000 Public Safety Sales Tax (PSAF) 310,000 310,000 0 Business Tax 9,827,000 9,827,000 0 Franchise Tax 1,400,000 1,400,000 0 Real Property Transfer Tax 750,000 1,000,000 250,000 Utility Taxes 14,775,000 14,875,000 100,000 Transient Occupancy Tax (TOT) 2,850,000 3,050,000 200,000 Commercial/Industrial Dev. Tax 400,000 100,000 (300,000) Licenses and Permits 2,223,516 2,014,016 (210,000) Intergovernmental 3,789,171 3,789,171 0 Charges for Svcs. (Includes RDA billings) 11,765,093 11,565,593 (200,000) Fines and Forfeitures 4,034,000 4,134,000 100,000 Use of Money & Property 999,000 999,000 0 Interfund/Departmental (Admin. Allocation) 4,803,290 4,803,290 0 Other Revenues 257,660 257,660 0 Other (Interfund Transfers) 3,036,290 2,656,290 (380,000) TOTAL GENERAL FUND $80,711,360 $80,372,360 ($340,000) FISCAL YEAR 2010-11 PRELIMINARY MID-YEAR GENERAL FUND REVENUES WITH RECOMMENDED ADJUSTMENTS 12 9 This next chart shows the drop in revenues experienced over the last year, from December 2009 to December 2010. Many categories through mid-year are lower than the prior year at this time, but are expected to recover in the last half of the fiscal year. Sales Tax is showing an encouraging increase, although much of this is due to a full six months of the Westfield Shopping Mall being open. Interfund transfers, administrative cost allocation, and RDA Billings are fully recovered annually. Receipts as of 12/31/09 Receipts as of 12/31/10 $$ Change from 2009-10 to 2010-11 % Change from Fiscal 2009-10 Property Tax 1,021,141 1,200,175 179,034 17.5% Sales Tax 3,730,369 4,285,075 554,706 14.9% Public Safety Sales Tax (PSAF) 97,235 100,290 3,055 3.1% Business Tax 572,169 530,280 (41,889) (7.3%) Franchise Tax 191,600 207,800 16,200 8.5% Real Property Transfer Tax 416,905 504,202 87,297 20.9% Utility Taxes 6,088,893 6,394,989 306,096 5.0% Transient Occupancy Tax (TOT) 1,208,579 1,392,824 184,245 15.2% Commercial/Industrial Dev. Tax 140,599 36,570 (104,029) (74.0%) Licenses and Permits 1,286,067 911,520 (374,547) (29.1%) Intergovernmental 78,138 44,615 (33,523) (42.9%) Charges for Svcs. (Includes RDA billings) 5,836,769 5,434,324 (402,445) (6.9%) Fines and Forfeitures 1,975,571 2,059,340 83,769 4.2% Use of Money & Property 537,312 190,298 (347,014) (64.6%) Interfund/Departmental (Admin. Allocation) 2,644,306 2,401,644 (242,662) (9.2%) Other Revenues 247,611 89,942 (157,669) (63.7%) Other (Interfund Transfers) 1,997,650 1,513,145 (484,505) (24.3%) TOTAL GENERAL FUND 28,070,914 27,297,033 (773,881) (2.8%) COMPARISON OF GENERAL FUND REVENUES MID-YEAR RECEIPTS 2009-2010 AND 2010-2011 ENTERPRISE FUND REVENUES Refuse Fund Through December, Refuse Fund revenues total $5.415 million, or 46.2% of projections. Two of the revenue categories which are lagging slightly are Refuse Disposal Charges and Drop Box Charges. Refuse Disposal Charges has received 43.4% of its adjusted budget, while Drop Box Charges has only received 44.1% of its adjusted budget. Also, due to the slow economy, recycling rates have seen a drop. Consumers are still not buying as much and this has a direct affect on trash and recycling disposal. Transit Fund The Transportation Fund has received $8.376 million, or 46.5% of its budgeted projections. Transportation Funds are mostly comprised of FTA, TDA, and Prop 1B. 13 10 Sewer Fund Sewer Fund revenue, totaling $3.323 million, is 38.1% of budgeted projections through mid- year. The Sewer Fund’s primary source of revenue is Sewer Operating Fees, which are billed on property taxes and received in December and April. Sewer Operating Fees are currently at 43.3% of the adjusted budget. EXPENDITURES SUMMARY General Fund Expenditure Overview (as of 12/31/2010) Overall, preliminary General Fund expenditures through December are $37,645,000 or 44.0% of appropriations, which is below the 50% spending limit. Continued salary savings from vacant positions and, to a lesser extent, departments tightening up spending somewhat in O&M, is expected to continue to reduce expenditures the remainder of the fiscal year. All General Fund departments are currently successful in coming in under the 50% spending limit through mid-year of fiscal 2010-11. Expenditure Detail Divisions Exceeding the Spending Assumption: Only two (2) General Fund divisions currently exceed the 50.0% target (excluding recreation programs that primarily consist of part-time salaries for seasonal programs). Although these divisions slightly exceed their expenditure targets, each respective department, is below the 50.0% budget target through six months of the fiscal year. o Fire Suppression expended 52.7% of its adjusted budget. The major factor is in constant staffing. There is also some crossover in personnel expenses between the Fire Suppression division and the EMS division. The EMS division is well under the target (34.0%), which offsets increased costs in Fire Suppression. o Maintenance Operations expended 53.8% of its adjusted budget and is expected to come in under target at the end of the year. Departments Significantly Below the Spending Assumption: All Departments were within the range of 42.0% to 46.0% of budget. In many cases O & M expenditures for many Divisions were low and will be further expended during the last six months of the fiscal year. 14 11 ADOPTED BUDGET 2010-11- ADJUSTED BUDGET 2010-11 PRELIMINARY EXPEND AS OF 12/31/10 % EXPEND AS OF 12/31/10 GENERAL GOVERNMENT CITY COUNCIL/CITY MANAGER 1,366,525 1,330,645 669,251 50.3% CITY CLERK 357,361 357,861 152,604 42.6% CITY ATTORNEY 1,672,059 1,876,390 833,616 44.4% FINANCE 4,151,511 4,255,627 1,660,609 39.0% Finance Admin & Budget 611,191 696,136 239,539 34.4% General Accounting 640,518 641,018 259,158 40.4% Accounting Operations 971,222 973,706 437,671 44.9% Treasury 1,354,655 1,372,935 455,732 33.2% Purchasing 573,925 571,832 268,509 47.0% HUMAN RESOURCES 988,812 1,042,361 441,255 42.3% INFORMATION TECH. 3,072,224 3,192,090 1,371,892 43.0% Total General Government $11,608,492 $12,054,974 $5,129,227 42.5% PARKS, REC. & COMMUNITY SVCS PRCS Admin 525,073 525,073 250,596 47.7% Cultural Affairs 469,510 478,736 134,677 28.1% Recreation 880,933 880,933 327,224 37.1% Parks and Playgrounds 233,517 233,517 113,226 48.5% Camp Programs 199,435 199,435 137,501 68.9% Pool and Aquatics 374,375 397,933 234,241 58.9% Culver City Afterschool Programs 158,944 159,324 63,265 39.7% Sports Programs 181,327 187,495 75,766 40.4% Rec and Enrichment Programs 362,494 371,917 235,328 63.3% Youth Center 78,389 79,055 31,625 40.0% Youth Mentoring 11,331 11,331 11,122 98.2% Community Events & Excursions 25,530 30,033 12,290 40.9% Fiesta La Ballona 74,430 74,430 45,862 61.6% Parks Division 2,271,983 2,283,995 982,148 43.0% Senior and Social Svcs 456,547 457,537 190,848 41.7% Total PR&CS $6,303,818 $6,370,744 $2,845,719 44.7% POLICE DEPARTMENT Office of the Chief 705,358 705,358 336,524 47.7% Operating Bureaus 25,977,475 26,050,411 11,655,766 44.7% Communications 1,437,802 1,437,802 644,150 44.8% Animal Control 215,101 219,085 65,798 30.0% Total Police Department $28,335,736.0 $28,412,656.0 $12,702,238.0 44.7% FISCAL YEAR 2010-11 MID-YEAR GENERAL FUND EXPENDITURES 15 12 ADOPTED BUDGET 2010-11- ADJUSTED BUDGET 2010-11 PRELIMINARY EXPEND AS OF 12/31/10 % EXPEND AS OF 12/31/10 FIRE DEPARTMENT Office of the Chief 781,090 781,237 390,898 50.0% Fire Suppression 7,890,719 7,941,472 4,184,497 52.7% Emergency Medical Svcs 4,654,090 4,666,612 1,587,668 34.0% Emergency Preparedness 207,900 207,900 78,354 37.7% Fire Prevention 1,070,080 1,070,530 505,605 47.2% Communications 694,968 713,374 349,665 49.0% Total Fire Department $15,298,847 $15,381,125 $7,096,687 46.1% COMMUNITY DEVELOPMENT Comm Dev Admin 504,435 513,253 236,536 46.1% Building Safety 1,260,306 1,293,769 583,477 45.1% Planning 1,341,852 1,412,219 553,379 39.2% Enforcement Services 744,058 755,873 296,489 39.2% Redevelopment 1,938,066 1,940,001 915,474 47.2% Neighborhood Preservation 1,300,268 1,316,500 540,851 41.1% Total Community Development $7,088,985 $7,231,615 $3,126,206 43.2% PUBLIC WORKS Public Works Admin 594,219 594,219 284,013 47.8% Engineering 1,662,854 1,674,127 699,749 41.8% Maintenance Ops 242,896 242,896 130,775 53.8% Streets 2,134,719 2,138,311 883,407 41.3% Tree Maintenance 1,086,189 1,089,039 419,746 38.5% Building Maintenance 1,914,000 1,983,539 915,597 46.2% Electrical Maintenance 1,260,173 1,274,283 528,844 41.5% Graffiti Abatement 340,063 347,862 136,560 39.3% Parking Meters 110,913 111,131 45,348 40.8% Environmental Programs/Ops 86,328 86,328 38,870 45.0% Total Public Works $9,432,354 $9,541,735 $4,082,909 42.8% NON-DEPARTMENTAL 3,981,175 4,061,872 1,246,820 30.7% Transfers 892,068 2,892,068 1,414,966 48.9% Projected excess appropriations (325,000) (325,000) 0 0.0% TOTAL GENERAL FUND $82,616,475 $85,621,789 $37,644,772 44.0% FISCAL YEAR 2010-11 MID-YEAR GENERAL FUND EXPENDITURES (Cont'd) * Percent expended represents the percent of the adusted budget expended as of the end of the period covered in this report. 16 13 Below is the comparison of expenditures between fiscal 2009-10 and 2010-11 through December of each year. Expenses are within expected increases. ADJUSTED BUDGET 2009-10 PRELIM EXPEND AS OF 12/31/09 % EXPEND AS OF 12/31/09 ADJUSTED BUDGET 2010-11 PRELIM EXPEND AS OF 12/31/10 % EXPEND AS OF 12/31/10 GENERAL GOVERNMENT CITY COUNCIL/CITY MANAGER 1,573,951 770,563 49.0% 1,330,645 669,251 50.3% CITY CLERK 564,207 176,628 31.3% 357,861 152,604 42.6% CITY ATTORNEY 2,534,937 1,356,348 53.5% 1,876,390 833,616 44.4% FINANCE 4,758,244 1,991,949 41.9% 4,255,627 1,660,609 39.0% Finance Admin & Budget 1,269,914 567,526 44.7% 696,136 239,539 34.4% General Accounting 621,704 242,631 39.0% 641,018 259,158 40.4% Accounting Operations 1,004,853 424,222 42.2% 973,706 437,671 44.9% Treasury 1,248,771 502,152 40.2% 1,372,935 455,732 33.2% Purchasing 613,002 255,418 41.7% 571,832 268,509 47.0% HUMAN RESOURCES 1,208,246 509,203 42.1% 1,042,361 441,255 42.3% INFORMATION TECH. 3,562,078 1,498,445 42.1% 3,192,090 1,371,892 43.0% Total General Government $14,201,663 $6,303,136 44.4% $12,054,974 $5,129,227 42.5% PARKS, REC. & COMMUNITY SVCS PRCS Admin 837,951 301,982 36.0% 525,073 250,596 47.7% Cultural Affairs 481,487 145,587 30.2% 478,736 134,677 28.1% Recreation 963,266 419,207 43.5% 880,933 327,224 37.1% Parks and Playgrounds 232,377 112,123 48.3% 233,517 113,226 48.5% Camp Programs 205,489 130,822 63.7% 199,435 137,501 68.9% Pool and Aquatics 380,898 203,655 53.5% 397,933 234,241 58.9% Culver City Afterschool Programs 193,312 78,688 40.7% 159,324 63,265 39.7% Sports Programs 201,684 84,838 42.1% 187,495 75,766 40.4% Rec and Enrichment Programs 425,452 243,648 57.3% 371,917 235,328 63.3% Youth Center 87,587 41,007 46.8% 79,055 31,625 40.0% Youth Mentoring 11,682 8,825 75.5% 11,331 11,122 98.2% Community Events & Excursions 26,949 12,618 46.8% 30,033 12,290 40.9% Fiesta La Ballona 155,789 45,087 28.9% 74,430 45,862 61.6% Parks Division 2,510,744 1,056,495 42.1% 2,283,995 982,148 43.0% Senior and Social Svcs 615,777 256,531 41.7% 457,537 190,848 41.7% Total PR&CS $7,330,444 $3,141,113 42.9% $6,370,744 $2,845,719 44.7% POLICE DEPARTMENT Office of the Chief 707,824 337,018 47.6% 705,358 336,524 47.7% Operating Bureaus 27,427,556 11,920,659 43.5% 26,050,411 11,655,766 44.7% Communications 1,450,036 745,022 51.4% 1,437,802 644,150 44.8% Animal Control 212,454 62,174 29.3% 219,085 65,798 30.0% Total Police Department $29,797,870.0 $13,064,873.0 43.8% $28,412,656.0 $12,702,238.0 44.7% FIRE DEPARTMENT Office of the Chief 905,457 388,870 42.9% 781,237 390,898 50.0% Fire Suppression 7,877,770 4,156,773 52.8% 7,941,472 4,184,497 52.7% Emergency Medical Svcs 4,685,902 1,828,015 39.0% 4,666,612 1,587,668 34.0% Emergency Preparedness 199,955 88,306 44.2% 207,900 78,354 37.7% Fire Prevention 1,149,183 556,220 48.4% 1,070,530 505,605 47.2% Communications 714,482 252,775 35.4% 713,374 349,665 49.0% Total Fire Department $15,532,749 $7,270,959 46.8% $15,381,125 $7,096,687 46.1% COMPARISON OF MID-YEAR GENERAL FUND EXPENDITURES FISCAL 2009-10 AND 2010-11 17 14 ADJUSTED BUDGET 2009-10 PRELIM EXPEND AS OF 12/31/09 % EXPEND AS OF 12/31/09 ADJUSTED BUDGET 2010-11 PRELIM EXPEND AS OF 12/31/10 % EXPEND AS OF 12/31/10 COMMUNITY DEVELOPMENT Comm Dev Admin 704,098 315,684 44.8% 513,253 236,536 46.1% Building Safety 1,402,868 650,350 46.4% 1,293,769 583,477 45.1% Planning 1,460,106 529,464 36.3% 1,412,219 553,379 39.2% Enforcement Services 724,899 272,861 37.6% 755,873 296,489 39.2% Redevelopment 1,987,888 836,830 42.1% 1,940,001 915,474 47.2% Neighborhood Preservation 1,482,486 565,011 38.1% 1,316,500 540,851 41.1% Total Community Development $7,762,345 $3,170,200 40.8% $7,231,615 $3,126,206 43.2% PUBLIC WORKS Public Works Admin 614,223 294,449 47.9% 594,219 284,013 47.8% Engineering 1,801,183 823,613 45.7% 1,674,127 699,749 41.8% Maintenance Ops 348,627 161,499 46.3% 242,896 130,775 53.8% Streets 2,460,019 1,077,167 43.8% 2,138,311 883,407 41.3% Tree Maintenance 1,107,757 567,181 51.2% 1,089,039 419,746 38.5% Building Maintenance 2,111,995 974,485 46.1% 1,983,539 915,597 46.2% Electrical Maintenance 1,268,060 538,860 42.5% 1,274,283 528,844 41.5% Graffiti Abatement 389,953 177,544 45.5% 347,862 136,560 39.3% Parking Meters 107,085 48,155 45.0% 111,131 45,348 40.8% Environmental Programs/Ops 172,769 49,484 28.6% 86,328 38,870 45.0% Total Public Works $10,381,671 $4,712,437 45.4% $9,541,735 $4,082,909 42.8% NON-DEPARTMENTAL 3,720,669 901,576 24.2% 4,061,872 1,246,820 30.7% Transfers 459,660 201,609 43.9% 2,892,068 1,414,966 48.9% TBD Pers Rltd Cost Reductions (1,000,000) 0 0.0% 0 0 0.0% Projected excess appropriations (3,629,000) 0 0.0% (325,000) 0 0.0% TOTAL GENERAL FUND $84,558,071 $38,765,903 45.8% $85,621,789 $37,644,772 44.0% COMPARISON OF MID-YEAR GENERAL FUND EXPENDITURES * Percent expended represents the percent of the adusted budget expended as of the end of the period covered in this report. FISCAL 2009-10 AND 2010-11 Internal Service Funds Summary The Equipment Maintenance & Fleet Services Fund ended the mid-year with expenditures and revenues within expectations. Expenditures through December are $3,122,485, while revenues totaled $3,287,301. As an internal service fund, Equipment Maintenance & Fleet Services charges other funds based on usage, so the fund should end the year with the same balance of expenditures and revenues. The Self Insurance Fund (SIF) has collected $3.3 million, or 50.0% of the budgeted revenue. The fund has a steady flow of revenue because the SIF costs are allocated to each division in the City and collected monthly. Total expenses are $5.364 million through December, or 83.6% of budget. The SIF currently has approximately $5.8 million in reserve which will absorb the additional claim costs for the year. 18 15 Enterprise Funds Summary Refuse Fund expenditures through December 31, 2010 are $4.876 million, or 43.3% of budgeted projections. The City is currently working on outsourcing the long-haul function of the Refuse Operations. NOTE: The outstanding Refuse Fund loan amount will be $881,845 at the end of fiscal 2010-11. Of this amount, $573,857 is owed the General Fund, and $307,988 to the Equipment Replacement Fund. The Transportation Fund ended December with expenditures at 43.6% of the adjusted budget. The Transportation Department is currently in the process of conducting a line-by- line analysis and should have the final results by the end of the fiscal year. Through December, the Sewer Fund expended only 30.0% of the adjusted operating budget. One reason for the low expenditures is because the second debt service payment is not due until later in the fiscal year. In July 2009, the Sewer Fund re-financed their existing bond debt, which resulted in approximately $100,000 a year in savings on debt service payments. 19 16 FIVE YEAR PROJECTION Fiscal 2010-11 mid-year projections for both revenues and expenditures have been reviewed and are recommended to be revised in certain categories. Projections for future years in the five year forecast have also been revised. The tables below summarize the current ‘baseline’ five year projection for the General Fund, which includes the recommended adjustments. Both tables, however, do not include any deferred maintenance funding, which is estimated at approximately $3 - $4 million annually. The first five year forecast shows estimated financial results based on a ‘status quo’ scenario. The City is currently in negotiations with some of its labor groups and hopes to work collaboratively in order to achieve savings. The first scenario assumes that does not happen. This scenario does assume that the General Fund will ease its way into fully pre-funding its portion of the retiree medical benefit liability over the next four years. Under this scenario, fund balance is completely depleted by Fiscal Year 2015-16. Actual Actual Current 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 Beginning Appropriable Fund Balance 33,361,291 32,670,213 31,043,558 24,957,928 20,712,588 15,589,688 8,668,788 1,344,888 Total GF Revenues 80,016,914 78,816,902 79,554,370 82,007,000 84,940,000 88,229,000 91,676,000 95,275,000 Total GF Expenditures 83,436,832 82,638,557 82,458,000 85,152,340 87,862,900 91,849,900 94,599,900 97,173,900 OPEB Contribution - - - 1,100,000 2,200,000 3,300,000 4,400,000 4,400,000 Net Operating Surplus/Deficit (3,419,918) (3,821,655) (2,903,630) (4,245,340) (5,122,900) (6,920,900) (7,323,900) (6,298,900) One-time - ERF - 1,250,000 750,000 - - - - - One-time - Innovation Fund - 550,000 68,000 - - - - - One-time - 2nd Payment/Warner Pkg. Lot 2,728,840 - - - - - - - One-time - Land Sale Metro Spur - 395,000 - - - - - - One-time - Transfer to CIP Projects - - (4,000,000) - - - - - Total Net One-time 2,728,840 2,195,000 (3,182,000) - - - - - Gross Surplus/Deficit (691,078) (1,626,655) (6,085,630) (4,245,340) (5,122,900) (6,920,900) (7,323,900) (6,298,900) Ending Appropriable Fund Balance 32,670,213 31,043,558 24,957,928 20,712,588 15,589,688 8,668,788 1,344,888 (4,954,012) 39.82% 37.77% 32.18% 24.58% 17.93% 9.53% 1.44% -5.10% Five-Year Forecast Current Year and Five-Year Forecast (Mid-Year 10-11) The second five year forecast shows less dire results if negotiations result in savings to the City. This scenario reflects the savings that would be achieved by the proposal the City has provided to those labor groups in negotiations. It also assumes the same savings would be achieved with the other bargaining groups as those contracts reach their renewal. The City has proposed a significant reduction in the retiree medical benefit for active employees that would greatly reduce the additional amount needed for the General Fund to properly contribute to funding this benefit. This scenario shows that the City proposals do not completely solve the operating deficit problem, but the problem becomes more manageable to address through further expenditure reductions or through potential revenue increases. 20 17 Actual Actual Current 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 Beginning Appropriable Fund Balance 33,361,291 32,670,213 31,043,558 24,957,928 22,841,128 22,048,978 20,014,613 18,234,148 Total GF Revenues 80,016,914 78,816,902 79,554,370 82,007,000 84,940,000 88,229,000 91,676,000 95,275,000 Total GF Expenditures 83,436,832 82,638,557 82,458,000 85,152,340 87,862,900 91,849,900 94,599,900 97,173,900 OPEB Contribution - - - 600,000 1,200,000 1,800,000 2,300,000 2,300,000 Current Net Operating Surplus/Deficit (3,419,918) (3,821,655) (2,903,630) (3,745,340) (4,122,900) (5,420,900) (5,223,900) (4,198,900) Potential Savings through Negotiations - - - 1,628,540 3,330,750 3,386,535 3,443,435 3,501,435 Adjusted Net Operating Surplus/Deficit (3,419,918) (3,821,655) (2,903,630) (2,116,800) (792,150) (2,034,365) (1,780,465) (697,465) One-time - ERF - 1,250,000 750,000 - - - - - One-time - Innovation Fund - 550,000 68,000 - - - - - One-time - 2nd Payment/Warner Pkg. Lot 2,728,840 - - - - - - - One-time - Land Sale Metro Spur - 395,000 - - - - - - One-time - Transfers to CIP Projects - - (4,000,000) - - - - - Total Net One-time 2,728,840 2,195,000 (3,182,000) - - - - - Gross Surplus/Deficit (691,078) (1,626,655) (6,085,630) (2,116,800) (792,150) (2,034,365) (1,780,465) (697,465) Ending Appropriable Fund Balance 32,670,213 31,043,558 24,957,928 22,841,128 22,048,978 20,014,613 18,234,148 17,536,683 39.82% 37.77% 32.18% 27.11% 25.35% 22.01% 19.46% 18.05% Five-Year Forecast Current Year and Five-Year Forecast (Mid-Year 10-11) While the City is not legally required to pre-fund the retiree medical liability yet, staff does believe this requirement is coming. From a fiscal perspective, this benefit is very similar to the pension benefit we are legally required to make annual contributions towards. Continuing to leave this benefit unfunded shifts enormous costs to the future and from staff’s perspective is a fiscally irresponsible solution. CONCLUSION Culver City is not unlike many other agencies facing the same types of fiscal issues. Certainly there are other cities facing much more dire circumstances. There is no argument, however, that the next few years are going to be extremely difficult – not only with decreasing or flat revenues, but additional expenditure increases the City has little control over without dramatic changes in pensions and retiree health benefits. It is still too early to foresee where negotiations will lead, but it is clear that without major changes to personnel related costs, the City will continue to run a significant structural deficit. 21FINANCIAL FINANCIAL MONITORING MONITORING REPORT REPORT CURRENT MONTH YEAR TO DATE PAGE GENERAL FUND General Fund Combined Revenues & Expenditures Page 3 General Fund Expenditures BELOW BELOW Page 3 General Fund Department Analysis BELOW/ABOVE/NORMAL BELOW/ABOVE/NORMAL Page 4 General Fund Revenues WARNING WARNING Page 5 Other Revenues NEGATIVE NEGATIVE Page 5 Sales Tax POSITIVE POSITIVE Page 6 Business License Tax NEGATIVE NEGATIVE Page 6 Utility Users Tax POSITIVE POSITIVE Pages 7- 9 Property Tax Revenue POSITIVE POSITIVE Page 9 Charges for Services NEGATIVE NEGATIVE Page 10 Transient Occupancy Tax POSITIVE POSITIVE Page 11 One-time Revenue Receipts and GF Reserve % Page 11 MAIN ENTERPRISE FUNDS EXPENDITURE / REVENUE EXPENDITURE / REVENUE Refuse Fund BELOW/NORMAL BELOW/NORMAL Page 12 Transit Operations Fund BELOW/NORMAL BELOW/NORMAL Page 13 Sewer Operating Fund BELOW/NORMAL BELOW/NORMAL Page 14 MAIN INTERNAL SERVICE FUNDS EXPENDITURE / REVENUE EXPENDITURE / REVENUE Equipment Maint. & Fleet Svcs. NORMAL/NORMAL NORMAL/NORMAL Page 15 Self-Insurance Fund ABOVE/NORMAL ABOVE/NORMAL Page 16 CAPITAL IMPROVEMENT FUNDS Page 17 OTHER FUNDS Page 18 PERFORMANCE AT A GLANCE Fiscal 2010-11 Mid-Year Report BELOW BUDGET OR POSITIVE = > 4% compared with prior year for revenues, or below expenditure target NORMAL = Positive variance or negative variance < 2% compared prior year WARNING = Negative variance of 2— 4% compared with prior year. NEGATIVE = Negative variance of > 4% compared with prior year. 22 ECONOMIC & FISCAL UPDATE Economic Update The economy continues to show signs of recovery, but there are still po- tential issues looming in the background. The stock market has doubled since the lows of March 2009, but unemployment remains very high. Gross Domestic Product is climbing again, but the Federal government’s annual deficit is almost $1.5 trillion. To date, a double dip recession has been averted, but it is clear that this recovery will not be painless. In California, the situation is in some ways more formidable. The State’s $19 billion annual deficit has not been addressed and unemployment re- mains at historically high levels. Even though unemployment numbers dropped from 12.7% to 12.5% in December, there are no signs that the numbers will drop much further in the near future. In addition to California’s other problems, the housing market remains weak. The state’s tax credit for new home buyers expired in December and banks are initiating more foreclosures, so housing is expected to remain weak in 2011. Fiscal Update Total General Fund revenues declined 2.7% from last year’s mid-year to- tals. Some major tax revenues have increased, but many others continue to lag. Sales tax revenue is up 14.9%, due in part to the remodeled West- field Culver City. But even with the considerable year over year increase, sales tax receipts still have not fully recovered. Sale tax receipts are at the same level they were almost 10 years ago. Other revenues which have increased include, utility users taxes, which are up 5% and transient occupancy tax, which has increased 15.2%. Many of the revenues that remain depressed are related to building and devel- opment. These include Commercial Industrial Development Tax, Building Permits, and Plan Checks. At its peak in fiscal 2007-08, Commercial In- dustrial Development Tax revenue totaled $2.2M, but so far this year, only $36,570 has been collected. Building permits peaked at $1.3 million in fis- cal 2007-08, but in the current year, only $203,102 has been collected through December. Total General Fund expenditures are down 3.4% from the fiscal 2009-10 mid-year. However, removing one-time expenditures shows that operating expenses have declined 6.1%. The bulk of this decrease is due to the per- sonnel reductions that took place during the budget process last year. Based on the current rate of revenues and expenditures, the City will end the current fiscal year with an operating deficit of approximately $2.9 mil- lion. And looking out a few more years, unless adjustments are made, the General Fund balance will be exhausted. To address these challenges the City has begun negotiating with the em- ployee labor groups in an effort to lower the ongoing costs of health care and retirement related costs. These efforts are necessary to balance the budget and ensure that Culver City maintains a solid financial foundation. The City’s enterprise funds, Refuse, Sewer, and Transit, remain relatively healthy. These funds and the City’s other funds will be addressed later in the report. 2 People only accept change when they are faced with necessity, and only recognize necessity when a crisis is upon them. Jean Monnet ECONOMIC INDICATORS ECONOMY Nat’l Consumer Price Index: Up The CPI increased 0.5% in December. Over the last 12 months, CPI has in- creased 1.5%. Interest Rates: Even On January 26th, the Federal Open Market Committee voted to keep the Federal Funds rate at a target range of 0 to 0.25%. The Fed expects inflation to remain subdued, so rates are ex- pected to remain low for the near future. The next committee meeting is March 15th. National GDP: Up Preliminary estimates show that the GDP increased by an annualized rate of 3.2% in the fourth quarter of 2010. This is an improvement over the annualized increase of 2.6% in the third quarter Ocean Container Traffic: Up In December, ocean container traffic into the port of Los Angeles was up 8.8% from the same month last year. During calendar year 2010 traffic was up 16.1% over 2009. Airport Passenger Traffic: Up In 2010 total passenger traffic at LAX increased 4.5%. Domestic travel in- creased 4.1%, while international traffic jumped 5.5%. UNEMPLOYMENT RATES Three year trend for the United States and California: 23 GENERAL FUND 3 GENERAL FUND ANALYSIS: GENERAL FUND EXPENDITURES THRU DECEMBER 2010 (Comparison of Fiscal Years 2008-09, 2009-10, and 2010-11) [Cumulative] GENERAL FUND EXPENDITURES — At the mid-year of fiscal 2010-11, expenditures totaled $37,644,774 or 44.0% of the adjusted budget. Expenditures were 2.9% lower than the previous fiscal year and 3.4% lower than the expenditures in fiscal year 2008-09. Compared to fiscal year 2009-10 mid-year, personnel costs declined 4.5%, operations and maintenance expenses decreased 13.0%, and transfers to other funds increased 601.8%. Transfers to other funds increased because additional funds were appropriated for a new financial system and infrastructure deferred maintenance. REVENUES & EXPENDITURES THROUGH DECEMBER 2010 [Cumulative]: General Fund revenues are accrued back to a prior fiscal year for several of the larger categories such as Sales Tax, TOT, and UUT. This causes the monthly amount shown for July, and in some cases August, to look “low” when compared to future months. When comparing revenues and expenditures in a fiscal year it is important to remember this accrual of revenues to the prior year causes the large gap. In-lieu payments for Sales Tax and Motor Vehicle License Fees are received in January and May of each year. Property Tax and Business License Tax are also seasonal and are recognized most significantly in December/April and February/March respectively. BELOW BUDGET $0 $20 $40 $60 $80 $100 Dollars in Millions 2010-11 Revenue 2010-11 Expenditures $0 $20 $40 $60 $80 $100 Dollars in Millions 2009-10 Revenue 2009-10 Expenditures $0 $20 $40 $60 $80 $100 Dollars in Millions 2008-09 2009-10 2010-11 2010-11 Budget 2008-09 2009-10 2010-11 Expenditures Expenditures Expenditures July 4,354,540 $ 4,406,707 $ 3,845,079 $ August 9,117,410 8,905,669 8,456,816 September 6,660,426 6,707,352 6,633,840 October 6,282,672 6,093,888 5,950,331 Novem ber 6,246,091 6,251,153 6,234,449 Decem ber 6,322,259 6,401,137 6,524,258 January 7,044,018 9,300,747 February 6,520,875 6,289,551 March 8,674,051 6,598,270 April 6,536,762 6,096,716 May 6,450,987 6,221,157 June 9,226,738 9,366,210 TOTAL 83,436,829 $ 82,638,557 $ 37,644,774 $ Adj Budget 87,743,489 $ 85,138,468 $ 85,621,789 $ 2010-11 2010-11 Revenue Expenditures Jul 768,330 $ 3,845,079 $ Aug 5,092,949 8,456,816 Sep 5,285,793 6,633,840 Oct 4,584,080 5,950,331 Nov 5,052,986 6,234,449 Dec 6,512,896 6,524,258 Jan - - Feb - - Mar - - Apr - - May - - Jun - - TOTAL 27,297,033 $ 37,644,774 $ 24 GENERAL FUND Comparison of Adjusted Budget to Actual: Target = 49.8% through December 2010: GENERAL FUND DEPARTMENT ANALYSIS: EXPENDITURES: Over 80% of the General Fund adopted budget is personnel related expenditures. The adjusted budget amount includes operating encumbrance carryover amounts from the prior fiscal year. Through December, most Departments are below the target budget. Below are notable variances for Departments over or below the target. Departments significantly under Target (more than 8%): Finance Department — The Finance Department is below target because there is one vacancy and another employee is on dis- ability leave. Also, the bulk of the expenditures for audit and fiscal services will take place in the second half of the fiscal year. Non-Departmental — Through December, Non-Departmental is only 30.7% because the appropriated reserve amount of $998,760 has not been expended. Much of the appropriated reserve is used to fund accrual payouts that are due to retirees. At the end of the fiscal year, this budget will be spread out to the departments that experience the accrual payout costs. Departments over Target: No departments are over the target. NOTABLE EXPENDITURE VARIANCES THROUGH DECEMBER 2010: 4 GENERAL FUND DEPARTMENTS GENERAL GOVERNMENT CITY COUNCIL/ CITY MANAGER $ 1,366,525 $ 1,330,645 $ 669,251 50.3% $ 665,323 CITY CLERK 357,361 357,861 152,604 42.6% 178,931 FINANCE DEPT 4,151,511 4,255,627 1,660,608 39.0% 2,127,813 CITY ATTORNEY 1,672,059 1,876,390 833,616 44.4% 938,195 HUMAN RESOURCES 988,812 1,042,361 441,255 42.3% 521,181 INFORMATION TECH 3,072,224 3,192,090 1,371,892 43.0% 1,596,045 TOTAL GENERAL GOVERNMENT $ 11,872,678 $ 12,333,869 $ 5,243,040 42.5% $ 6,166,935 PARKS, REC. & COMMUNITY SVCS 6,303,818 6,370,744 2,845,838 44.7% 3,185,372 POLICE DEPARTMENT 28,335,736 28,412,656 12,702,236 44.7% 14,206,328 FIRE DEPARTMENT 15,298,847 15,381,125 7,096,687 46.1% 7,690,563 COMMUNITY DEVELOPMENT 7,088,985 7,231,614 3,126,089 43.2% 3,615,807 PUBLIC WORKS 9,432,354 9,541,736 4,082,911 42.8% 4,770,868 NON-DEPARTMENTAL 3,981,175 4,000,872 1,246,820 31.2% 2,000,436 Transfers 892,068 2,892,068 1,414,966 48.9% 1,446,034 Excess appropriation (325,000) (325,000) - - TOTAL GENERAL FUND $ 82,880,661 $ 85,839,685 $ 37,758,587 44.0% - TARGET AMOUNT ACTUAL EXPENDED AS OF 12/31/10 ADOPTED BUDGET 2010-11 ADJUSTED BUDGET 2010-11 PERCENT EXPENDED 2010-11 25 GENERAL FUND 5 GENERAL FUND REVENUE ANALYSIS: TOTAL GENERAL FUND REVENUES THROUGH DECEMBER 2010 (Comparison of Fiscal Years 2008-09, 2009-10, and 2010-11) [Cumulative] TOTAL GENERAL FUND REVENUES — Total General Fund revenues at mid-year were $27,297,033, which is 33.8% of the adjusted budget projections. Mid-year revenue was 2.76% lower than the revenue received in fiscal year 2009-10 and 3.57% lower than fiscal year 2008-09. Commercial Industrial Development Tax — At mid-year, receipts for commercial/industrial development tax totaled $36,570. This is the lowest level of revenue since fiscal 2003-04. Slow development activity has continued to plague this category and other development related revenues. NOTE: It is recommended that the budget for this category be decreased from $400,000 to $100,000. Fines & Forfeitures — Through mid-year, fines and forfeiture’s receipts totaled $2,059,340, or 51.1% of budgeted pro- jections. Fines & Forfeitures is made up of moving violations, which includes red-light camera violations and parking violations. NOTE: It is recommended that the budget for this category be increased by $100,000 Real Property Transfer Tax — Real Property Transfer Tax ended December with $504,202 in receipts, which is 67.2% of the annual budgeted projection. Receipts in the last couple months have exceeded expectations, but this category will most likely remain volatile due to it’s reliance on commercial real estate transactions. NOTE: It is recommended that the budget for this category be increased from $750,000 to $1,000,000. Intergovernmental — Receipts through mid-year were $44,615 or 1.2% of the budgeted projections. State Motor Vehicle License Fee (VLF) In-Lieu is the primary revenue in this category. VLF In-Lieu is paid to municipalities to make up for lost local revenue when the VLF rates were reduced from 2% to 0.65% in 2004. These payments are re- ceived in equal installs in January and May of each fiscal year. Westfield Sign Revenue — Last year the city received a new revenue as part of an agreement with the recently re- modeled Westfield Culver City shopping mall. The budgeted amount of revenue is $225,000 and by agreement, the revenue is due in March. In fiscal year 2009-10, sign revenue of $55,645 was received for the partial year. Franchise Tax — Revenue totaled $207,800 or 14.8% of the budgeted projections. Most of this revenue is received in the second half of the fiscal year. Franchise tax is relatively stable, with the majority of the revenue paid by cable and gas companies for use of underground pipelines within city limits. Licenses & Permits - The majority of the revenue in Licenses & Permits category is derived from construction activity, so these revenues are drastically affected by the economy. Through December revenue totaled $911,520, or 41.0% of projections. NOTE: It is recommended that the budget for this category be decreased by $210,000. 2008-09 2009-10 2010-11 Revenue Revenue Revenue July 124,986 $ 1,352,319 $ 768,330 $ August 4,966,099 5,501,702 5,092,949 September 6,791,085 4,986,324 5,285,793 October 4,644,193 4,833,294 4,584,080 Novem ber 5,309,425 5,137,094 5,052,986 Decem ber 6,470,501 6,260,180 6,512,896 January 8,816,481 8,980,097 February 7,185,772 8,758,990 March 11,287,839 10,014,960 April 7,623,944 6,273,622 May 8,443,987 9,105,601 June 11,081,440 9,807,720 TOTAL 82,745,752 $ 81,011,904 $ 27,297,033 $ Adj Budget 85,345,425 $ 81,212,332 $ 80,711,360 $ -$10 $10 $30 $50 $70 $90 Dollars in Millions 2008-09 2009-10 2010-11 2010-11 Budget 26BUSINESS TAX THROUGH DECEMBER 2010 (Comparison of Fiscal Years 2008-09, 2009-10, and 2010-11) [Cumulative] GENERAL FUND 6 GENERAL FUND REVENUE ANALYSIS (continued): SALES TAX THROUGH DECEMBER 2010 (Comparison of Fiscal Years 2008-09, 2009-10, and 2010- 11) [Cumulative] SALES TAX— Sales tax is Culver City’s General Fund’s largest source of revenue. During the eco- nomic downturn, sales tax revenue declined dramatically. In fiscal year 2009-10 the sales tax reve- nue fell to levels not seen since fiscal 2001-02. At the mid-year, Sales Tax revenues totaled $4,285,075 or 27.6% of the budg- eted projections. At this time last year, revenues totaled $3,730,368, so current year revenues are 14.9% higher than last year. However, current year revenues are still 8.5% lower than the peak year of sales tax revenues, fiscal year 2006-07. According to government accounting standards, sales tax revenue received in July and August is considered to be earned in the previous fiscal year, so those revenues are moved to the prior fiscal year. Since the July 2010 and August 2010 revenue was moved to fiscal year 2009-10, there are only 4 months of revenue so far this year. NOTE: It is recommended that the budget for this category be increased by $100,000, from $15,521,340 to $15,621,340 BUSINESS TAX — Through December, receipts totaled $530,280. Business taxes are due by February 28th, so the majority of the tax receipts will be relieved by the end of February. At mid-year receipts were $41,888 lower than this point last year, but it too early in the year to predict the total revenue for the year. During the fiscal year 2010-11, businesses are paying taxes based on their gross receipts for the 2010 calendar year. 2008-09 2009-10 2010-11 July 883,000 $ 731,900 $ 714,900 $ August 1,177,300 975,800 953,200 September 1,153,656 991,762 1,186,376 October 903,900 767,400 708,000 Novem ber 1,205,200 869,800 944,000 Decem ber 1,101,267 1,101,406 1,446,699 January 3,119,307 2,512,754 February 1,090,000 1,170,000 March 1,066,905 871,196 April 751,800 658,700 May 3,127,807 2,580,655 June 776,770 1,122,381 Prior Yr Acc (2,060,300) (1,707,700) (1,668,100) Current Yr Acc 1,707,700 1,668,100 TOTAL 16,004,311 14,314,155 4,285,075 Adj Budget 16,718,000 14,563,110 15,521,340 2008-09 2009-10 2010-11 July 145,420 $ 144,821 $ 36,727 $ August 127,706 91,285 65,192 September 102,857 33,837 62,606 October 56,862 68,109 54,188 Novem ber 29,579 67,728 46,358 Decem ber 143,597 166,390 265,209 January 545,761 536,077 February 2,529,652 3,441,251 March 5,693,894 4,477,464 April 790,587 201,327 May 218,997 298,196 June 149,774 127,114 TOTAL 10,534,685 $ 9,653,598 $ 530,280 $ Adj Budget 10,150,000 $ 9,541,000 $ 9,827,000 $ $0 $2 $4 $6 $8 $10 $12 Dollars in Millions 2008-09 2009-10 2010-11 10-11 Budget $0 $2 $4 $6 $8 $10 $12 $14 $16 $18 Dollars in Millions 2008-09 2009-10 10-11 Revised Budget 2010-11 POSITIVE NEGATIVE 27 GENERAL FUND 7 GENERAL FUND REVENUE ANALYSIS (continued): UTILITY USER’S TAX THROUGH DECEMBER 2010 (Comparison of Fiscal Years 2008-09, 2009-10, and 2010-11) [Cumulative] 2008-09 2009-10 2010-11 July 433,414 $ 467,916 $ 382,629 $ August 524,237 530,976 594,186 September 636,710 540,491 650,153 October 611,030 622,753 591,393 Novem ber 637,669 624,382 556,100 Decem ber 464,135 456,489 565,937 January 456,181 537,513 February 435,445 429,754 March 437,940 387,256 April 440,247 459,497 May 394,215 422,544 June 406,363 380,795 Prior Yr Acc (433,414) (467,916) (382,629) Current Yr Acc 467,916 382,629 TOTAL 5,912,087 $ 5,775,079 $ 2,957,769 $ Adj Budget 6,303,600 $ 6,200,000 $ 6,250,000 $ Electricity UUT 2008-09 2009-10 2010-11 July 121,396 $ 56,849 $ 74,308 $ August 114,570 51,456 66,531 September 90,419 49,460 66,045 October 79,765 50,140 63,828 Novem ber 86,173 50,175 62,145 Decem ber 72,379 65,229 63,879 January 90,211 88,581 February 126,404 132,739 March 142,148 152,337 April 110,984 129,384 May 81,106 97,577 June 65,010 81,719 Prior Yr Acc (121,983) (56,849) (74,612) Current Yr Acc 56,849 74,612 TOTAL 1,115,432 $ 1,023,409 $ 322,124 $ Adj Budget 1,200,000 $ 1,140,000 $ 1,200,000 $ Natural Gas UUT 2008-09 2009-10 2010-11 July 100,185 $ 99,617 $ 110,905 $ August 84,040 89,416 92,799 September 102,020 107,735 121,484 October 85,397 84,147 94,508 Novem ber 99,505 100,612 108,788 Decem ber 79,947 79,195 87,372 January 91,171 94,110 February 71,015 72,473 March 89,995 84,095 April 70,276 67,566 May 90,956 87,956 June 80,049 82,365 Prior Yr Acc (100,185) (99,617) (110,905) Current Yr Acc 99,617 110,905 TOTAL 1,043,989 $ 1,060,575 $ 504,951 $ Adj Budget 960,000 $ 1,068,000 $ 1,105,000 $ Water UUT -$0.2 $0.0 $0.2 $0.4 $0.6 $0.8 $1.0 $1.2 Dollars in Millions 2008-09 2009-10 2010-11 2010-11 Budget -$0.2 $0.0 $0.2 $0.4 $0.6 $0.8 $1.0 $1.2 $1.4 Dollars in Millions 2008-09 2009-10 2010-11 2010-11 Budget -$1 $0 $1 $2 $3 $4 $5 $6 $7 Dollars in Millions 2008-09 2009-10 2010-11 2010-11 Budget 28 GENERAL FUND 8 GENERAL FUND REVENUE ANALYSIS (continued): UTILITY USER’S TAX THROUGH DECEMBER 2010 (Comparison of Fiscal Years 2008-09, 2009-10, and 2010-11) [Cumulative] 2008-09 2009-10 2010-11 July 452,733 $ 459,736 $ 476,069 $ August 459,313 463,425 475,279 September 464,139 401,781 441,993 October 451,736 501,048 487,124 Novem ber 475,264 532,236 467,298 Decem ber 442,409 460,922 448,431 January 398,430 378,850 February 415,252 451,143 March 542,671 345,667 April 462,296 531,685 May 448,159 524,905 June 532,444 543,417 Prior Yr Acc (452,908) (460,248) (476,069) Current Yr Acc 460,248 476,069 TOTAL 5,552,186 $ 5,610,637 $ 2,320,125 $ Adj Budget 5,500,000 $ 5,301,000 $ 5,500,000 $ Telephone UUT -$1 $0 $1 $2 $3 $4 $5 $6 Dollars in Millions 2008-09 2009-10 2010-11 2010-11 Budget 2008-09 2009-10 2010-11 July 56,845 $ 62,640 $ 46,084 $ August 57,528 57,215 56,333 September 58,157 56,653 66,497 October 58,536 56,283 55,711 Novem ber 59,464 57,185 54,986 Decem ber 59,680 - 56,493 January 59,421 199,788 February 60,536 56,884 March 59,941 (29,983) April 59,878 56,894 May 59,312 57,116 June 58,446 58,979 Prior Yr Acc (56,845) (62,640) (46,084) Current Yr Acc 62,640 46,084 TOTAL 713,539 $ 673,098 $ 290,019 $ Adj Budget 675,000 $ 681,000 $ 720,000 $ Cable UUT -$0.1 $0.0 $0.1 $0.2 $0.3 $0.4 $0.5 $0.6 $0.7 $0.8 Dollars in Millions 2008-09 2009-10 2010-11 2010-11 Budget 2008-09 2009-10 2010-11 July 1,164,573 $ 1,146,758 $ 1,089,994 $ August 1,239,687 1,192,488 1,285,128 September 1,351,446 1,156,120 1,346,174 October 1,286,463 1,314,371 1,292,564 Novem ber 1,358,075 1,364,590 1,249,316 Decem ber 1,118,550 1,061,835 1,222,112 January 1,095,414 1,298,842 - February 1,108,652 1,142,994 - March 1,272,695 939,371 - April 1,143,681 1,245,027 - May 1,073,749 1,190,099 - June 1,142,313 1,147,275 - Prior Yr Acc (1,165,335) (1,147,270) (1,090,299) Current Yr Acc 1,147,270 1,090,298 - TOTAL 14,337,233 $ 14,142,798 $ 6,394,989 $ Adj Budget 14,638,600 $ 14,390,000 $ 14,775,000 $ Total All UUT -$2 $0 $2 $4 $6 $8 $10 $12 $14 $16 $18 Dollars in Millions 2008-09 2009-10 2010-11 2010-11 Budget 29 GENERAL FUND 9 GENERAL FUND REVENUE ANALYSIS (continued): UTILITY USER’S TAX THROUGH DECEMBER 2010 Culver City usually receives UUT revenue the month after it is collected by the utility companies. Because of this delay, all July receipts and some August receipts are accrued back to the previous fiscal year. The budget projec- tions are adjusting accordingly. At the mid-year UUT receipts for all five categories totaled $6,394,989. Total re- ceipts were 5.0% higher than mid-year 2009-10. ELECTRICITY UUT — Mid-year revenue totaled $2,957,769, which is 6.6% higher than last year. NOTE: It is recommended that the budget for this category be increased by $100,000. NATURAL GAS UUT — Natural gas revenues ended December totaling $322,124, which is 20.9% higher than receipts at this point last year. The higher revenue is primarily due to rising natural gas prices. However, current year receipts are 27.2% lower than the same period of fiscal year 2008-09. Last year natural gas prices dropped dramatically due to an oversupply of natural gas in the U.S. WATER UUT — Through the fiscal 2010-11 mid-year, Water UUT receipts are 9.5% higher than the receipts at this point last year. City Council adopted a water conservation ordinance, which went into affect in December 2009. So far the changes have not had much of an affect on Water UUT receipts, but staff will continue to monitor receipts. TELECOMMUNICATIONS UUT — At mid-year, telecommunications revenue totaled $2,30,125, or 42.8% of the adjusted budget. Revenue was 1.6% lower than last fiscal year mid-year totals. CABLE TELEVISION UUT — Cable TV UUT receipts totaled $290,019. Last year, the December payment was not recorded until January, but comparing the revenue through November, shows that current year receipts are 2.7% higher than the same period last year. PROPERTY TAX — At the end of December, property taxes totaled $1,200,175, which is 34.6% of the budgeted projections. Receipts are 13.3% higher than the receipts at this point last year. Even though the Culver City real estate market has softened, the downturn has not had a significant impact on property tax receipts. Culver City has many longtime homeowners, which due to Prop 13, keeps their property taxes low and the City’s receipts relatively stable. PROPERTY TAX THROUGH DECEMBER 2010 (Comparison of Fiscal Years 2008-09, 2009-10, and 2010-11) [Cumulative] NORMAL $0.0 $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 $3.5 $4.0 $4.5 Dollars in Millions 2008-09 2009-10 2010-11 10-11 Budget 2008-09 2009-10 2010-11 July 65,250 $ 135,260 $ 155,874 $ August 17,642 107,307 21,320 September - - - October - - - Novem ber 132,865 146,159 129,332 Decem ber 1,234,198 879,421 1,070,843 January 369,590 739,890 February 175,604 338,335 March 3,368 4,437 April 1,197,760 608,816 May (74,574) 630,042 June 05,239 Prior Yr Acc (82,892) (247,009) (177,194) Current Yr Acc 256,514 177,194 TOTAL 3,295,325 $ 3,525,093 $ 1,200,175 $ Adj Budget 3,340,000 $ 3,400,000 $ 3,470,000 $ POSITIVE POSITIVE POSITIVE POSITIVE NORMAL 30CHARGES FOR SERVICES — The Charges for Services category is comprised of various revenues that the City receives for providing services. Many of the services are recreation related, but revenue is also re- ceived for fire inspections, fire strike teams, plan checks, planning services, passport processing, building rentals, and live scan fin- gerprinting, among other services. Excluding Billings to RDA, which is the monthly payment to reimburse the City for RDA funded positions, the Charges for Services category is 41.7% of the adjusted budget. Some revenues within Charges for Ser- vices have declined due to the economic conditions, especially the planning and building related services. However, most of the fees have increased in recent years due to annual increases to meet cost recovery goals. GENERAL FUND 10 GENERAL FUND REVENUE ANALYSIS (continued): CHARGES FOR SERVICES THROUGH DECEMBER 2010 (Comparison of Fiscal Years 2008-09, 2009-10, and 2010-11) [Cumulative] Charges for Services — Individual Category Notables through December 2010 Veterans Memorial Rental Fees — Through the end of December, fee receipts for the Veteran’s Memorial Rental Fees, which includes the Senior Center and Teen Center rentals, were at 36.5% of the adjusted budget pro- jections for the fiscal year. Auditorium rental revenue is meeting budget forecasts, but Meeting Room, Teen Center, and Senior Center rentals are all lagging. Public Safety Related Fees — At the mid-year Police Department charges for services totaled $469,110 and were 56.6% of the adjusted budget. These revenues are made up of records requests, live scan fingerprints, vehicle impounds, and other miscellaneous fees. Live scan revenue are 41% higher than receipts last year. Plan Check Fees — Plan check fees were at 30.5% of the adjusted budget. Receipts were 22% lower than this point last year. All building and development related revenue categories are down this year because very little construction is being initiated. NOTE: It is recommended that the budget for this category be decreased by $365,000 Various Recreation Fees — Recreation fees in the amount of $718,706 were collected during the first half of fiscal year 2010-11. Total receipts were 2.5% higher than this point last year. Ambulance Billings — This category ended December with $445,764 in revenue, or 46.9% of the adjusted budget. Compared to last fiscal year, revenues were down 2.2%. Strike Team — Strike team revenue is received from the Federal and State governments to reimburse the City for costs the Fire Department incurs when assisting with fires outside of Culver City. So far this fiscal year, the City has received reimbursements in the amount of $74,673. This is just slightly less than the amount received last fiscal year. NORMAL 2008-09 2009-10 2010-11 July 383,633 $ 491,159 $ 319,813 $ August 477,632 544,206 459,517 September 548,892 529,489 554,193 October 391,456 389,864 364,559 Novem ber 340,259 319,181 405,412 Decem ber 651,720 583,895 426,020 January 348,826 364,357 - February 550,733 401,591 - March 514,353 641,187 - April 973,322 541,072 - May 537,721 443,240 - June 853,688 914,880 - TOTAL 6,572,235 $ 6,164,121 $ 2,529,515 $ Adj Budget 6,108,698 $ 6,109,785 $ 6,064,609 $ *Does no t include Billings to RDA Charges for Services* $0 $1 $2 $3 $4 $5 $6 $7 Dollars in Millions 2009-10 2008-09 2010-11 2010-11 Budget 31 GENERAL FUND ONE-TIME REVENUE AND GENERAL FUND RESERVE PERCENTAGE: 11 GENERAL FUND REVENUE ANALYSIS (continued): The City recorded a significant amount of one-time revenue in the General Fund during fiscal 2007-08 and 2008-09, both from au- dit activity on various revenues and from significant development activities occurring within the City. Below is a list of one-time revenue receipts previously received and recorded, fiscal 2007-08 and 2008-09 receipts, and anticipated one-time receipts from transfers for fiscal 2009-10 and 2010-11. The chart shows the percentage of the General Fund Reserve comprised of these one- time revenues. The high number of vacancies during fiscal 2007-08, 2008-09 and 2009-10 also contributed to the increase of the General Fund reserve due to the non-expending of funds for salary and benefit related costs. It is the policy of the City not to use revenues identified as one-time funds to pay for recurring expenditures. TRANSIENT OCCUPANCY TAX THRU DECEMBER 2010 (Comparison of Fiscal Years 2008-09, 2009- 10, and 2010-11) [Cumulative] TRANSIENT OCCUPANCY TAX — Revenue totaled $1,392,825 for the first half of the fiscal year 2010-11. Revenues are at 48.9% of the adjusted budget and was $184,246 higher than the receipts last year. The stabilization of the economy is certainly encouraging more leisure and business travel, which is evident in the increases in pas- senger traffic at LAX. Hotels in other areas of California have closed due to the recession, but fortunately the major Culver City ho- tels have managed to weather the storm. NOTE: It is recommended that the budget for this category be increased by $200,000 POSITIVE 2008-09 2009-10 2010-11 July 301,739 $ 247,355 $ 292,931 $ August 187,196 276,575 296,998 September 482,684 234,294 325,533 October 314,886 156,369 257,472 Novem ber 100,824 315,772 280,086 Decem ber 381,912 245,182 231,109 January 118,788 109,029 February 190,176 284,414 March 337,622 289,779 April 248,716 251,431 May 175,561 249,723 June 201,647 279,009 Prior Yr Acc (364,537) (266,969) (291,305) Current Yr Acc 266,969 291,305 TOTAL 2,944,182 $ 2,963,269 $ 1,392,825 $ Adj Budget 2,850,000 $ 2,837,000 $ 2,850,000 $ $0.0 $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 $3.5 Dollars in Millions 2008-09 2009-10 2010-11 09-10 Budget 1st payment to Warner Lot (05-06) 2,620,000 $ Documentary Tax Audit Receipts (05-06) 313,086 $ Receipts from TOT audit/other (06/07) 650,000 $ Loan Receivable from RDA (06-07) 505,818 $ Int. income from refunding Bonds (06-07) 500,000 $ Documentary Tax Audit Receipts (06-07) 762,400 $ Receipts from Cable UUT Audit (07-08) $ 106,788 Receipts in Com/Ind Dev Tax from significant development activity (07-08) $ 1,757,275 Payment of Interest for Warner Parking Lot Sale (07-08) $ 436,608 Building Permit Fee from significant development activity (07-08) $ 533,000 One-time (08-09) [includes final payment from Warner Parking Lot of $2,947,104.] $ 3,447,000 Estimated One-time Transfers (09-10) $ 1,800,000 Estimated One-time Transfers (10-11) $ 810,000 Total from Fiscal 2005-06 14,241,975 $ Major One-time Revenue Receipts and Estimated One-Time Revenues 4.1% 3.2% 3.6% 4.1% 0.1% 0.1% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 2005-06 2006-07 2007-08 2008-09 2009-10 est 2010-11 est % of Unreserved Fund Balance to Actual and Estimated Expenditures One-time Revenues per Fiscal Year 32 ENTERPRISE FUND 12 REFUSE FUND ANALYSIS: REFUSE FUND THROUGH DECEMBER 2010 [Revenues vs. Expenditures — Cumulative] REFUSE FUND REVENUES — Refuse Fund revenue totaled $5,415,407 or 46.2% of the adjusted budget. Revenues were 1.5% higher than last year’s totals. Over 25% of the Refuse Fund’s revenue is comprised of residential refuse disposal fees, which are billed with property taxes. The City receives the majority of these funds in December and April. Commercial and multi-family dwelling bin service is billed monthly, and through the end of December, reve- nues totaled 50.4% of the budgeted projections. Bin service comprises approximately 45% of the 2010-11 Refuse Fund’s budg- eted annual revenue amount. Sale of recyclable items is at 93.1% of the budgeted projections and 122.2% higher than this point last fiscal year. Refuse disposal rates were not increased in 2010-11. The last rate increase was in fiscal 2009-10 when rates were increased 5%. REFUSE FUND EXPENDITURES At mid-year Refuse Fund expenditures totaled $4,875,532, or 43.3% of the adjusted budget. The rela- tively low percentage is attributable to the Transfer Station Division, which is in the process of contracting out the long-haul function. Personnel related expenditures are 49.0% expended, while operations and maintenance (O&M) expenditures are 40.3% expended. The expenditures for the new long-haul contractor are included in the O&M budget, so O&M expenditures will increase once the long- haul function is contracted out. The outstanding loan amount for the Refuse Fund at the end of fiscal 2010-11 will be $881,845. Loan payments to the General Fund and Equipment Replacement Fund continue to be made on schedule. BELOW BUDGET Note: Depreciation amounts not included. NORMAL 2008-09 2009-10 2010-11 July 611,087 $ 545,695 $ 555,191 $ August 755,594 848,162 825,006 September 733,821 898,687 835,150 October 939,413 809,490 923,050 Novem ber 814,124 945,572 677,774 Decem ber 843,596 863,805 1,059,362 January 838,182 927,631 February 860,615 817,110 March 1,037,758 852,192 April 801,923 918,295 May 624,545 726,546 June 1,265,602 1,350,332 TOTAL EXP 10,126,260 $ 10,503,516 $ 4,875,532 $ Adj Budget $11,908,814 $12,206,717 $11,263,488 Refuse Expenditures $0 $2 $4 $6 $8 $10 $12 Dollars in Millions Refuse Revenues vs. Expenditures Fiscal 2009-10 2009-10 Rev 2009-10 Exp 2008-09 2009-10 2010-11 July 688,909 $ 613,093 $ 623,575 $ August 688,138 656,562 709,926 September 690,235 679,447 689,011 October 645,709 670,945 656,371 Novem ber 649,899 694,072 731,885 Decem ber 1,893,806 2,023,083 2,004,639 January 988,385 920,584 February 952,691 970,973 March 631,770 669,691 April 1,539,481 1,522,905 May 943,220 979,544 June 647,231 775,627 TOTAL REV 10,959,474 $ 11,176,527 $ 5,415,407 $ Adj Budget 11,541,718 $ 11,629,577 $ 11,710,340 $ Refuse Revenues $0 $2 $4 $6 $8 $10 $12 Dollars in Millions Refuse Revenues vs. Expenditures Fiscal 2010-11 2010-11 Rev 2010-11 Exp 33 ENTERPRISE FUND 13 TRANSIT FUND ANALYSIS: TRANSIT FUND THROUGH DECEMBER 2010 [Revenues vs. Expenditures — Cumulative] TRANSPORTATION FUND EXPENDITURES – Transportation Fund expenditures totaled $8,942,503 or 43.6% of the adjusted budget. At the mid-year personnel expenses were at approximately 43.4% of adjusted budget, and O & M expenditures were approximately 43.9% expended. Compared to last year, expenditures are 17.0% higher. Last year the funds were budgeted for the procurement of the new buses. Since the purchase did not take place last year, the budget to purchase the budgets will be carried over into the current year. Transportation is finalizing the purchase of the new buses TRANSPORTATION FUND REVENUES – Transportation Fund revenues are comprised of many sources, including funding from the County (Metro), State, and Federal government. Last fis- cal year the fund began receiving voter approved Measure R funds which is derived from sales taxes. In the first year, Measure R revenue totaled $1,161,115. At mid-year total Transportation receipts totaled $8,376,043 and were 46.5% of the budgeted projections. Farebox revenue totaled $1,397,960, which is 5.5% higher than this point last year. Compared to last year, EZ Pass revenue is 19.3% higher, totaling $166,733. Note: Depreciation amounts not included. BELOW BUDGET 2008-09 2009-10 2010-11 July 838,311 $ 1,178,787 $ 1,156,260 $ August 1,696,863 1,721,272 1,657,719 September 1,198,154 1,192,193 1,490,439 October 1,097,475 1,157,761 1,339,239 Novem ber 1,177,406 1,252,734 1,368,915 Decem ber 1,210,119 1,143,157 1,929,929 January 1,242,695 2,011,183 February 1,294,149 1,268,483 March 1,684,075 1,362,348 April 3,849,603 1,152,493 May 1,470,648 1,205,167 June 2,313,229 2,051,617 TOTAL EXP 19,072,729 $ 16,697,194 $ 8,942,503 $ Adj Budget $23,681,510 $33,053,578 $20,523,433 Transit Expenditures -$5 $0 $5 $10 $15 $20 $25 $30 $35 Dollars in Millions Transit Revenues vs. Expenditures Fiscal 2010-11 2010-11 Rev 2010-11 Exp 2008-09 2009-10 2010-11 July 192,803 $ (2,837,763) $ (938,204) $ August 438,785 483,439 501,741 September 4,021,856 3,166,171 461,330 October 23,882 754,493 3,457,651 Novem ber 1,407,257 348,660 1,031,668 Decem ber 1,029,098 248,342 3,861,856 January 1,160,277 249,339 February 3,445,572 1,041,637 March 494,236 3,066,689 April (591,373) 2,452,438 May 2,696,572 1,323,135 June 5,880,639 4,975,639 TOTAL REV 20,199,604 $ 15,272,218 $ 8,376,043 $ Adj Budget 20,591,546 $ 29,183,264 $ 18,018,392 $ Transit Revenues -$5 $0 $5 $10 $15 $20 $25 $30 $35 Dollars in Millions Transit Revenues vs. Expenditures Fiscal 2009-10 2009-10 Rev 2009-10 Exp NORMAL 34SEWER OPERATING EXPENDITURES – Sewer Operating expenditures for fiscal 2010-11 totaled $2,644,398 which is 30.3% of the adjusted budget. This does not include capital im- provement expenditures for sewer projects. (Further information on sewer CIP projects can be found on page 17.) Personnel expenditures at mid-year were approximately 48.6% of the budgeted projections. Personnel expenditures have grown 16.4% from the prior fiscal year. This is primarily due to the increase of funding toward other post- employment retiree benefits (OPEB). Operating and Maintenance expenditures were approximately 27.6% of adjusted budget. The low O&M expenditure rate is primarily due to lower than expected billings from the City of Los Angeles. The City of Los Angeles bills Culver City for use of the Hyperion wastewater treatment plant. All other sewer operating expenditures are within normal target percentages for this time period. SEWER OPERATING REVENUES – Sewer operating revenues through the mid-year are $3,323,848 or 38.1% of budgeted projections. Revenues are 21.7% lower than the fiscal 2009-10 mid-year totals. The primary reason for the drop in revenue is a 97.9% drop in Sewer Facility Fees. These fees are charged to construction and development projects and some of the fees are passed on to the City of Los An- geles. Due to the real estate market slowdown, there hasn’t been much construction actively in the first six months of fiscal 2010-11. Sewer Operating Charges, which are charged on property tax bills, comprise approximately 88% of the sewer operating revenue projections. This revenue grew 0.3% year over year. Note: Depreciation amounts not included. BELOW BUDGET NORMAL ENTERPRISE FUND SEWER FUND ANALYSIS: SEWER OPERATING FUND THRU DECEMBER 2010 [Revenues vs. Expenditures — Cumulative] 14 2008-09 2009-10 2010-11 July (248,863) $ (220,526) $ 149,211 $ August 1,355,165 290,032 249,408 September 249,451 1,051,492 1,245,479 October 324,357 788,879 119,813 Novem ber 209,264 567,522 343,783 Decem ber 246,201 359,752 536,705 January 213,056 568,886 February 282,394 439,831 March 883,641 1,211,373 April 208,212 207,533 May 222,710 511,658 June 735,119 821,045 TOTAL EXP 4,680,705 $ 6,597,477 $ 2,644,398 $ Adj Budget $8,438,444 $9,255,764 $8,733,486 Sewer Op Expenditures -$2 $0 $2 $4 $6 $8 $10 $12 Dollars in Millions Sewer Operating Rev vs. Exp Fiscal 2009-10 2009-10 Rev 2009-10 Exp 2008-09 2009-10 2010-11 July (176,400) $ (207,414) $ (473,695) $ August 225,683 128,406 242,865 September 80,197 263,100 44,414 October 115,369 158,867 49,684 Novem ber 157,384 581,529 164,602 Decem ber 3,626,697 3,321,109 3,295,977 January 975,864 888,944 February 846,395 888,745 March 74,241 42,011 April 2,386,108 2,240,612 May 1,028,117 771,895 June 223,162 826,105 TOTAL REV 9,562,817 $ 9,903,908 $ 3,323,848 $ Adj Budget 9,897,337 $ 8,970,000 $ 8,715,000 $ Sewer Op Revenues -$2 $0 $2 $4 $6 $8 $10 $12 Dollars in Millions Sewer Operating Rev vs. Exp Fiscal 2010-11 2010-11 Rev 2010-11 Exp 35 INTERNAL SVCS FUNDS 15 INTERNAL SERVICE FUND ANALYSIS: EQUIPMENT MAINTENANCE & FLEET SERVICES FUND THROUGH DECEMBER 2010 [Revenues vs. Expenditures — Cumulative] EQUIPMENT MAINTENANCE FUND EXPENDITURES — At mid-year, Equipment Maintenance & Fleet Services (EM&FS) expenditures were $3,122,485 or 41.9% of the adjusted budget. Personnel related expenditures are approximately 47.6% expended, and operating and maintenance were approximately 36.0% ex- pended. Lower than expected fuel costs attributed to the low O&M expenditure rate. Petroleum Products (fuel), makes up approximately 50% of the operating and maintenance budget, was only 30.5% expended EM&FS continues to maintain the City’s entire fleet of vehicles and equipment, which includes public safety (police cars and fire trucks), buses, sanitation vehicles, regular passenger vehicles and many other miscellaneous types of equipment. Al- most all expenses (labor, equipment, fuel, etc.) are charged back to the user departments. Staff monitors the charge-backs closely to ensure all expenses are recognized. EQUIPMENT MAINTENANCE FUND REVENUES — Equipment Maintenance & Fleet Services reve- nues at mid-year were $3,287,300, or 43.0% of adjusted budget projections. Revenues are 0.3% lower than the revenues at this point last year. The goal of an Internal Service Fund is for revenues to match the actual expenditures at the end of a fiscal year . As men- tioned above, charge-outs for this fund are monitored to ensure the expenditures are properly charged to the funds which utilize the services. NORMAL NORMAL $0 $1 $2 $3 $4 $5 $6 $7 $8 Dollars in Millions Equipment Maintenance & Fleet Services Revenue vs. Expenditure - Fiscal 2010-11 2010-11 Rev 2010-11 Exp $0 $1 $2 $3 $4 $5 $6 $7 $8 Dollars in Millions Equipment Maintenance & Fleet Services Revenue vs. Expenditure - Fiscal 2009-10 2009-10 Rev 2009-10 Exp 2008-09 2009-10 2010-11 July 426,475 $ 320,479 $ 343,957 $ August 819,663 609,971 749,447 September 572,292 558,293 417,851 October 580,038 525,566 587,254 Novem ber 505,847 564,757 483,964 Decem ber 519,560 513,863 540,010 January 498,798 701,327 February 567,648 564,397 March 651,833 577,678 April 518,712 517,784 May 476,180 538,244 June 860,955 830,209 TOTAL EXP 6,998,001 $ 6,822,568 $ 3,122,485 $ Adj Budget 7,206,621 $ 7,466,942 $ 7,461,738 $ EM&FS EXPENDITURES 2008-09 2009-10 2010-11 July 577,353 $ 371,724 $ 559,203 $ August 555,946 518,275 529,070 September 565,109 705,573 551,173 October 564,228 628,134 578,723 Novem ber 454,692 520,489 527,990 Decem ber 517,271 553,943 541,142 January 480,335 535,738 February 482,969 566,133 March 527,149 605,660 April 627,057 568,635 May 607,321 510,272 June 774,337 645,087 TOTAL REV 6,733,767 $ 6,729,664 $ 3,287,301 $ Adj Budget 7,585,747 $ 7,434,982 $ 7,642,524 $ EM&FS REVENUES 36SELF-INSURANCE FUND REVENUES — Internal service charges for the Self Insurance Fund are developed annually based on the projected expenses for the fiscal year and are allocated to each operating division based on a five-year experience rating. The amount is charged monthly at relatively equal incre- ments throughout the fiscal year. At mid-year, receipts were at 50.0% of adjusted budget projections. Due to lower insur- ance costs and a healthier fund balance, the internal service charges were lowered for fiscal 2010-11. These are adjusted annually, to ensure that the fund maintains a healthy fund balance. In fiscal year 2009-10 revenue exceeded expenditures by approximately $829,390, which helped the fund balance recover to a more appropriate level. Last fiscal year, the Self-Insurance Fund ended the fiscal year with a fund balance of approximately $5.8M INTERNAL SVCS FUNDS 16 INTERNAL SERVICE FUND ANALYSIS: SELF-INSURANCE FUND THROUGH DECEMBER 2010 [Revenues vs. Expenditures — Cumulative] SELF-INSURANCE FUND EXPENDITURES — At the fiscal 2010-11 mid-year, Self Insurance Fund total expenditures were at 83.6% of adjusted budget. For the Premiums/Claims Division of the Self Insurance Fund expenditure were at 97.1% of the budget. The increase in workers’ compensation costs is due to a number of factors including increased efforts to settle some longstanding open claims, changes in state law that have increased Temporary Total Disability payments to injured workers, and some one-time costs due to efforts by the new Third Party Administrator to catch up on back logged issues. The primary function of the Self Insurance Fund is to pay insurance and claims costs for the City’s General Li- ability, Workers’ Compensation, and Property programs. In any given year, there are often spikes in expenditures that result from a judgment or settlement of a particular claim. NORMAL 2008-09 2009-10 2010-11 July 1,405,609 $ 1,657,688 $ 2,599,489 $ August 557,547 345,110 585,722 September 294,637 459,724 778,285 October 469,756 596,356 99,155 Novem ber 436,980 300,869 554,784 Decem ber 357,415 472,112 746,891 January 198,315 732,797 February 337,424 392,382 March 237,636 923,429 April 250,746 309,547 May 461,235 650,590 June 532,676 413,896 TOTAL EXP 5,539,976 $ 7,254,500 $ 5,364,327 $ Adj Budget 7,449,167 $ 7,453,133 $ 6,414,495 $ SIF Expenditures 2008-09 2009-10 2010-11 July 547,878 $ 608,579 $ 412,951 $ August 687,329 644,262 520,053 September 720,886 649,700 770,150 October 642,585 649,288 533,956 Novem ber 643,281 658,954 538,914 Decem ber 663,575 872,660 537,085 January 644,827 651,112 February 641,495 660,976 March 638,457 646,469 April 1,518,184 657,218 May 648,673 649,273 June 684,320 740,966 TOTAL REV 8,681,490 $ 8,089,457 $ 3,313,109 $ Adj Budget 7,530,015 $ 7,728,178 $ 6,626,319 $ SIF Revenues $0 $2 $4 $6 $8 $10 $12 Dollars in Millions SIF Revenues vs. Expenditures Fiscal 2010-11 2010-11 Rev 2010-11 Exp $0 $1 $2 $3 $4 $5 $6 $7 $8 $9 Dollars in Millions SIF Revenues vs. Expenditures Fiscal 2009-10 2009-10 Rev 2009-10 Exp NEGATIVE 37 Total Budget Funding Source Expended to Date Expected Completion 1. Fire Station #3 (P857) $6,527,000 54% - Gen Fund Capital 46% - RDA Bond $6,356,904 Completed 2. Sewer Projects (Bradock and Fox Hills Pump Stations and Sewer Rehab P873/P906) $5,680,769 100% Sewer Fund $278,927 On-going projects 3. Fox Hills Area Traffic Signal Synch Project (P852) $2,033,500 73% - Grants Capital 11% - Special Gas Tax 9% - Developer Mitigation 7% - Gen Fund Capital $2,018,589 Completed 4. Stormwater Discharge Program/NPDES (P497) $1,811,338 59% - Grants Capital 41% - Gen Fund Capital $98,664 On-going project to establish funds for state mandate 5. Telephone and Network Replacement (P907) $1,239,332 100% - Gen Fund Capital $1,206,028 Completed CAPITAL PROJECTS 17 CAPITAL PROJECTS: TOP 5 CAPITAL PROJECTS (by total budget) CAPITAL IMPROVEMENT EXPENDITURES BY CATEGORY NOTABLE ACTIVITY: In July the City Council approved an appropriation of $2 million to be used for deferred maintenance capital projects. One million dollars will be used for street repair, $600,000 for street lights, $250,000 for Veteran’s Memorial Build- ing renovations, and $150,000 for parks irrigation upgrades. Over the last two years many significant capital projects were completed. These include Fire Station #3, the Firing Range, the Public Safety CAD/RMS/MDT project, and the Fox Hills Area Traffic Signal Synchronization Project, and Phase I of the Residential Overlay Program. Also last year, the City went live on the new telephone and network system. In fiscal 2009-10 a pilot program for a new parking payment system was initiated on Main St. The pilot program will be completed during fiscal year 2010-11 and based on the results it could be expanded to other parking meter areas. MAJOR CIP FUNDING SOURCES Adjusted Budget Expended to Date Major Projects: Street & Alley Improvements $10,614,505 $2,383,400 Residential Paving, Carson St, Sepulveda Blvd Traffic Signal & Lighting Improvements $4,244,892 $1,474,903 Fox Hills ATSS Bridge Improvements $0 $0 No projects at this time Parking Improvements $15,913 $33,823 Parking Meter Repair/Replacement Community Improvements $2,488,658 $558,127 Art Fund Projects, Ballona Creek Parks & Park Facility Improvements $1,338,847 $425,469 Parks Assessment, Park Equip Repair, Culver West Park Rehab Police & Fire Improvements $811,102 $265,872 Fire Station #3, CAD/RMS/MDT, Firing Range Sewer & Storm Drain Improvements $5,150,000 $1,917,728 Sewer Line Replacement, Pump Station Improve Other Facility & Equipment Improvements $3,306,145 $79,912 Cranks Slope Repair, Other City Bldg Repairs Gen  Fund  Capital 32% Enter.  Funds 23% Grants  Capital 34% Special  Gas  Tax  4% Art  Fund 2% Other 5% Total $31,988,576 38 OTHER FUNDS 18 OTHER FUND ANALYSIS: FUND ANALYSIS FOR OTHER FUNDS THROUGH DECEMBER 2010: PARKING MAINTENANCE FUND — At mid-year, revenue is only at 34.0% of the adjusted budget. The primary reason the fund is behind projections is because the budget was in- creased to account for potentially higher parking meter rates. A rate increase from 50 cents to 1 dollar per hour was approved by City Council and the increase was fully implemented in October 2009. Unfortunately, the parking me- ter rate increases have not led to the revenue increases that were projected. Further analysis will need to be done to better understand this. A portion of Parking Maintenance revenues are transferred to the General Fund each year to pay for street related maintenance work. Expenditures (other than transfers) can be found in the CIP sec- tion on Page 17. OPERATING GRANTS FUND — Operating Grants revenues were $20,499 above expendi- tures at mid-year. It is normal for reimbursements not to line up on a month-to-month basis during the fiscal year due to timing issues of reimbursements. Each grant is analyzed separately and final match- ups between revenues and expenditures are reported at the end of the fiscal year. This fund is made up of operat- ing grants that include Senior Nutrition, RSVP, and DUI Enforcement grants, among others. CAPITAL GRANTS FUND — At mid-year, the City received $396,982 of Capital Grant fund reimbursements and $765,835 was expended. Most of the City’s capital grants are reim- bursement grants, which means that the city is reimbursed for actual grant related expenditures. The City does not appropriate any Capital Grant funds unless a signed letter authorizing the receipt of the grant funds from the author- izing agency has been received. EQUIPMENT REPLACEMENT FUND (ERF) — The ERF continues to maintain a healthy balance and is able to fund emergency replacements when needed. During fiscal year 2010- 11, 13 vehicles will be replaced. Funding is reimbursed to the fund monthly by departments through an amortization schedule that ensures adequate replacement funding is available for vehicles at the end of their useful lives. In fis- cal 2010-11 the equipment replacement fund is making a one-time transfer of $750,000 to the General Fund. SPECIAL GAS TAX (HIGHWAY USERS TAX) — Gas tax revenue were at 49.0% of budg- eted projections. The Gas Tax Fund is comprised of revenue from taxes on every gallon of gas sold in the City. When the price of gasoline goes up, this amount stays constant and can only be changed per legislative action. The tax has remained unchanged since 1994. Page 17 identifies some CIP projects funded with Gas Tax funds. ARTS IN PUBLIC PLACES — At the end of the fiscal year, Art Fund revenue totaled $55,770. Last fiscal year, revenue totaled $56,367 for the same period. The Art Fund is funded when developers elect not to fulfill the City’s public art requirement and instead pays a fee of 1% of the total building cost. This funding is a special revenue source and can only be used for Public Art purposes and no funding is ever appropriated above the amount available. PARKS FACILITY FUND (QUIMBY FEES) — Through the end of December, $48,259, in revenue has been received. This is a special revenue that can only be used for parks related projects. The revenue in this fund is erratic because it is dependent on new residential development of four or more units and each year only a handful of developments fall into this category. Previously, this fund’s annual revenue has ranged from $4,200 to $225,000. NORMAL NEGATIVE NEGATIVE NORMAL NORMAL NORMAL NORMAL 39FINANCIAL FINANCIAL MONITORING MONITORING REPORT REPORT   CURRENT MONTH  YEAR TO DATE  PAGE  Notable News and Activity      Page 2  Fund Balances Available for Projects and Programs      Page 3  Unrestricted Funds        Revenues and Expenditures Summary  NORMAL  NORMAL  Page 3  Expenditure Overview  BELOW BUDGET  BELOW BUDGET  Page 4  Expenditures by Category  NORMAL  BELOW BUDGET  NORMAL  BELOW BUDGET  Page 4-6  Revenue Overview  NEGATIVE  NEGATIVE  Page 7  Assessed Valuations  NEGATIVE  NEGATIVE  Page 8  Tax Increment Revenue Overview  NEGATIVE  NEGATIVE  Page 8  Tax Increment by Project Area  NEGATIVE  NEGATIVE  Pages 8-9  Other Revenues  POSITIVE  NEGATIVE  POSITIVE  NEGATIVE  Page 10-11  Housing Funds        Housing Fund (Expenditures/Revenues)  NORMAL  NEGATIVE  NORMAL  NEGATIVE  Page 12  Tax Exempt Bond Fund        Tax Exempt Bond Fund (Expenditures/Revenues)  NORMAL  NORMAL  Page 13  PERFORMANCE AT A GLANCE  Mid Year  FY 2010-11  POSITIVE or  BELOW BUDGET  = Revenues greater than 5% ABOVE Adjusted Budget; or     Expenditures greater than 5% BELOW Adjusted Budget  NORMAL  = Actual within 5% of Adjusted Budget  NEGATIVE or  EXCEED BUDGET  = Revenues greater than 5% BELOW Adjusted Budget; or     Expenditures greater than 5% ABOVE Adjusted Budget  MIXED or  WARNING  = Category contains both positive and negative financial results; or     Financial activity currently normal; however,  there are potential factor(s) that may impact future financial activity  REDEVELOPMENT AGENCY 40 Fiscal Year 2010-11 AT-A-GLANCE Economic Overview    The economy continues to waiver with mixed economic indicators be- ing released almost daily.  The stock market is realizing strong gains  and private companies are beginning to report profits again; however,  unemployment  remains  high as  government  agencies are  shedding  jobs to try to address their structural deficits and foreclosure activity  remains near record highs.  The Federal Government continues to add  to the national debt, which leads to fear of inflation.  Globally, political  unrest in the Middle East, continued financial troubles in the European  Union, and inflation concerns in China are slowing the global recovery.    Credit continues to be very tight.  Locally, many development projects  have been stall for more than two years now because they cannot get  the proper funding.  Fortunately, the Westfield Mall renovation began  prior to the financial meltdown and they were able to complete the  renovation of the Westfield Culver City Mall as scheduled.  Thus far,  the Mall renovation has been successful in increasing revenues gener- ated from the Mall.      As the economic conditions play out, staff is remaining conservative  and holding the line on expenditures in as many areas as possible in  anticipation of slower tax increment growth in the near future.  Revenue & Expenditure Summary  The RDA continues to feel the effects of the bad economy as tax incre- ments continue to fall and are expected to decrease for the second  straight year.  Half way through the year, tax increment revenues are down  by 8% from last year.  Overall, revenues are 11% behind where they were last  fiscal year at this time.  A number of budget amendments are being recom- mended to lower budget projections.    Expenditures are 3% below what they were in FY 2009-10.  Expendi- tures through the first half of the year were primarily administrative  expenses and debt service on existing bonds.  There are a number of  projects that have been on hold for the last few years, keeping RDA  expenditures relatively low.  RDA expenditures are expected to in- crease over the next few years as the ERAF/SERAF loans are repaid to  the Low/Moderate Income Housing Fund and development picks up.  2 Notable News  State Budget Update  Governor Jerry Brown released his proposed FY  2011-12  budget  on  January  10,  2011.   It  in- cludes  a  number  of  significant  recommenda- tions to close the estimated $25 billion state  budget deficit.  The Governor is asking the vot- ers  to  extend  the  temporary  Vehicle  License  Fee, Sales Tax, and Income Tax increases that  have been in effect since 2009 and is proposing  deep cuts to many programs.  The Governor is  also proposing the elimination of all redevelop- ment agencies in the state.     Budget  Hearings  related  to  the  proposal  to  eliminate  redevelopment  agencies  are  being  held in Sacramento in early February.  Actual  legislation has yet to be drafted, consequently,  there are not a lot of details known about the  plan.      There are many questions about the constitu- tionality of the plan as well potential negative  consequences of eliminating a significant driver  to the state’s economy.  Those issues will be  discussed  and  debated  over  the  next  few  months as the Governor pushes his budget pro- posal.   Staff  will  keep  the  Agency  Board  ap- prised  as  details  regarding  this  proposal  be- come more clear.    On another state budget note, the second of  two SERAF payments approved as part of last  year’s state budget deal is due in May 2011.   The amount of this years payment is $2.2 mil- lion,  which  is  in  addition  to  the  $11  million  SERAF payment that was made last year.  CRA is  still hopeful that their pending appeal of the  Sacramento Superior court decision upholding  the SERAF shift will be successful.     Staff will keep the Agency Board updated on  the status of the CRA’s lawsuit.  Notable Development News  • The  credit  crunch  continues  to  impact  financing as many of Culver City’s devel- opment projects continue to have diffi- culty securing project financing.  • The Sepulveda Streetscape and Washing- ton  Blvd  Area  Improvement  Plans  are  moving forward in an effort to spur rede- velopment in the western portion of the  City.  41 RDA BUDGET REPORT  3 CASH AVAILABLE for CAPITAL INVESTMENT  FUND BALANCE AVAILABLE FOR PROJECTS/PROGRAMS:  UNRESTRICTED REVENUE and EXPENDITURE SUMMARY: ( graphs are cumulative)  Through mid-year, expenditures have exceeded revenues by $3.8 million, or 24%.  Last fiscal year, expendi- tures exceeded revenues by $2.4 million, or 14%.  It is normal for expenditures to exceed revenues at mid- year as the majority of revenues are received closer to the end of the fiscal year.     REVENUES: Through mid year, revenues are down about 11% from last year; dragged down primarily by a drop in tax increment  revenues, which are down by 8% from last year.  Revenues are discussed in more detail on pages 7—11.    EXPENDITURE: The Agency’s largest single annual expenditure is Debt Service on all outstanding bond debts.  This payment is  made annually in November.  Other expenditures are primarily related to administrative expenditures (including salary and bene- fits reimbursement to the City) and RDA programs/projects.  As many RDA projects continue to be stalled due to economic condi- tions, expenditures are down by 3% from last year at this time.    More detail on revenues and expenditures can be found in the following sections of this report.  The estimated ending balance for each fund represents the approximate amount of cash capital available for investment in new  projects or programs.        Assumptions: The estimated ending balances above assume that the remaining $3.5 million loan from the City will be repaid in FY 2010-11,  $2.5 million per year will be repaid to the Housing Fund through FY 2015-16 to repay the outstanding ERAF/SERAF loans, and the FY 2010-11  SERAF payment ($2.252M) will be made from Unrestricted Funds. Fund Balance assumes 100% of the adjusted FY 2010-11 and FY 2011-12  budgets are expended, and $9.8 million in land sale proceeds in FY 2011-12.  NORMAL  $(5) $5  $15  $25  $35  $45  Millions Cumulative RDA Revenues & Expenditures 2010-11 Revenue 2010-11 Expenditure Actual Estimated Projected Projected Ending Ending Ending Ending 2009-10 2010-11 2011-12 2011-12 Unrestricted Funds 18,730,000 10,924,000 23,600,000 27,800,000 Housing Set Aside 17,374,000 17,740,000 10,721,000 8,974,000 Tax Exempt Bonds - 1999 4,586,000 0 00 Tax Exempt Bonds - 2002 15,812,000 0 00 TOTAL RESOURCES $56,502,000 $28,664,000 $34,321,000 $36,774,000 201 0- 11 R eve nue 201 0- 11 Expendi t ur e Jul ( 1, 4 72, 8 00) $ 581 ,915 $ Au g 3 26, 3 89 1 ,2 7 1 ,8 8 5 Se p 1, 3 33, 4 75 1 ,9 7 6 ,0 7 4 Oc t 1, 6 67, 7 49 4 ,2 5 2 ,2 6 6 No v 4, 3 46, 3 05 1 5 ,8 0 1 ,7 5 1 De c 15, 9 77, 6 92 1 9 ,8 0 1 ,4 6 6 Ja n - - Fe b - - Ma r - - Ap r - - Ma y - - Jun - - TO T Y - T- D 15, 9 77, 6 92 1 9 ,8 0 1 ,4 6 6 A dj B udge t 42, 6 96, 0 53 5 0 ,1 9 0 ,8 1 3 42 RDA BUDGET REPORT  4 UNRESTRICTED FUND EXPENDITURES:  TOTAL UNRESTRICTED FUNDS EXPENDITURES: (graph is cumulative)  ADMINISTRATIVE EXPENSES: (graph is cumulative)  EXPENDITURE ANALYSIS BY CATEGORY:  Through December, the RDA expended approximately 40% of the adjusted budget compared to 45%  in 2009-10 and 53% in 2008-09.   Total Agency expenditures were approximately $8.5 million under  budget. The following sections will provide more detailed discussion on RDA expenditures by category.     NOTE: RDA expenditures are relatively sporadic on a monthly basis as there are often spikes in expenditures due to land acquisition costs or  other one-time development/project related costs.  Generally, the month of November has the most cash going out the door to pay annual debt  service payments for RDA bonds.   Through December, approximately 43% of the total Admin budget has been expended, compared to 42%  last fiscal year.  Admin expenses are normal and are expected to remain slightly under budget through year- end.     NOTE: The RDA reimburses the City for staff positions that are impacted by RDA activities (i.e. positions in Planning, Building Safety,  Code Enforcement, City Attorney, Police, Fire, PRCS, Public Works, etc.).  Admin expenditures also include operating expenses and  contract costs for RDA activities.  Reimbursement expenses for staff positions are prorated and transferred from the Agency to the  City on a monthly basis with a “true up” adjustment at the end of the fiscal year to reflect actual costs.   BELOW BUDGET  $(10) $- $10 $20 $30 $40 $50 $60 Millions Total RDA Expenditures 2008-09 2009-10 2010-11 2010-11 Budget $- $1 $2 $3 $4 $5 $6 $7 $8 Millions Administrative Expenses 2008-09 2009-10 2010-11 2010-11 Budget 2008-09 2009-10 2010-11 Jul 100 $ 521,492 $ 548,972 $ Aug 54,109 397,464 419,224 Sep 1,187,627 500,189 494,348 Oct 410,334 497,832 499,012 Nov 451,089 516,974 476,445 Dec 485,523 534,360 506,303 Jan 499,294 482,801 Feb 446,170 688,525 Mar 451,826 486,622 Apr 464,350 428,713 May 464,337 449,572 Jun 375,878 320,004 TOT Y-T-D 5,290,637 5,824,548 2,944,304 Adj Budget 6,738,765 7,049,836 6,841,010 2008-09 2009-10 2010-11 Jul (61,504) $ 577,268 $ 581,916 $ Aug 229,232 543,844 689,969 Sep 1,799,685 752,634 704,190 Oct 2,559,746 672,468 2,276,193 Nov 12,656,746 11,973,103 11,549,485 Dec 4,245,202 5,877,824 3,999,716 Jan 1,250,661 1,162,533 - Feb 1,627,557 4,241,463 - Mar 366,879 1,442,955 - Apr 2,397,095 2,569,489 - May 6,472,168 5,846,940 - Jun 1,459,314 5,304,499 - TOT Y-T-D 35,002,781 40,965,020 19,801,469 Adj Budget 40,131,060 $ 45,141,279 $ 50,190,813 $ NORMAL  43 RDA BUDGET REPORT  GENERAL OBLIGATION EXPENSES: (graph is cumulative)  UNRESTRICTED FUNDS EXPENDITURE ANALYSIS:  Through December, Economic Development, Property Management, and Cultural Affairs programs  expended 24% of the adjusted budget compared to 22% in 2009-10 and 19% in 2008-09.  The primary  expenditures are related to costs to manage the downtown parking structures and Cultural Affairs programs.  Also, despite uncer- tainty in the economy, there has been an increase in local business taking advantage of rehabilitation and fee incentive programs  and increased interest in business assistance loans offered by the Economic Development Division.  This may signify a return in  confidence by local entrepreneurs.     NOTE: Economic Development/Cultural Affairs programs include expenses for economic development projects, real property management, and  Cultural Affairs programs such as the Culver City Music Festival, Farmers’ Market, Music in the Chambers, and the Art of… Speaker Series.    ECON DEV/PROPERTY MANAGEMENT/CULTURAL AFFAIRS PROGRAMS: (graph is cumulative)  5 Through December, the RDA expended 43% of the adjusted General Obligations budget, compared to  48% in 2009-10 and 64% in 2008-09. General Obligation expenses include bond debt service, principle and  interest payments on loans, and statutory pass through payments.  FY 2010-11 GO payments are approximately $5 million more  than last year due to the $2.2 million SERAF payment and $2.5 million to repay prior year ERAF/SERAF funds borrowed from Hous- ing.  The Agency is expected to expend 100% of the General Obligations budget.    General Obligation expenses are payments that the Agency is legally required to make, such as debt service on RDA bond issues (paid  each year in November), statutory pass through payments, transfers to the Housing fund for the 20% statutory housing set aside, and  ERAF payments (when applicable).   BELOW BUDGET  NORMAL  $(3) $2 $7 $12 $17 $22 $27 $32 $37 Millions General Obligation Expenses 2008-09 2009-10 2010-11 2010-11 Budget $- $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 $4,000 $4,500 Thousands Ecomomic Development Cultural Affairs 2008-09 2009-10 2010-11 2010-11 Budget 2008-09 2009-10 2010-11 Jul (65,252) $ (36,538) $ (87,587) $ Aug 76,724 36,538 62,077 Sep - - - Oct 1,449,487 - 1,674,047 Nov 12,093,795 11,213,330 10,852,145 Dec 3,560,587 3,664,287 3,339,030 Jan 593,235 450,550 Feb 1,056,892 3,361,386 Mar (193,495) 704,580 Apr 1,794,007 1,922,397 May 5,887,151 5,198,995 Jun 733,207 4,593,126 TOT Y-T-D 26,986,338 31,108,651 15,839,712 Adj Budget 26,606,359 31,053,227 36,807,237 2008-09 2009-10 2010-11 Jul 1,959 $ 89,884 $ 118,563 $ Aug 69,921 108,825 207,494 Sep 252,049 220,134 203,663 Oct 143,262 167,156 101,705 Nov 104,898 233,447 218,784 Dec 151,627 121,204 154,356 Jan 150,078 225,898 Feb 120,612 191,531 Mar 109,562 251,392 Apr 128,617 183,498 May 115,826 196,163 Jun 327,029 293,204 TOT Y-T-D 1,675,440 2,282,336 1,004,565 Adj Budget 3,863,106 4,273,768 4,249,926 44 RDA BUDGET REPORT  CURRENT PROJECTS: (graph is cumulative)  UNRESTRICTED FUNDS EXPENDITURE ANALYSIS:  Due primarily to economic conditions, there was very little activity in this category through mid-year.  Potential Projects include expenses for opportunity sites as they arise in various parts of the City.  Al- though there is not financial activity, staff has been engaged in the planning stages on a number of projects in Downtown and the  Hayden  tract areas.    POTENTIAL PROJECTS: (graph is cumulative)  6 Through December, most of the financial activity on Current Projects has been focused on the Washing- ton/National site.  There are a few projects that are getting underway, such as Sepulveda Blvd improve- ments, therefore it is expected that expenditures will pick up in the second half of the year.  As a note, expenditures in FY 2008-09  were primarily related to the final land acquisition payment for the Pleasantview project.      NOTE: “Current Projects” are projects that are currently underway, such as Washington/Centinela, Washington/National, Pleasantview,  and the Baldwin Site.  Property acquisition and site preparation costs are included in the Current Projects category and typically make up  the primary expenditure.  Current Project expenditures are not typically consistent throughout the year.  BELOW BUDGET  BELOW BUDGET  $- $1 $1 $2 $2 $3 Millions Current Programs/Projects 2008-09 2009-10 2010-11 2010-11 Budget 2008-09 2009-10 2010-11 Jul - $ 1 $ - $ Aug 1,078 - - Sep 7,336 - 2,420 Oct 2,335 - - Nov 588 - - Dec 37 - - Jan 4,031 - Feb 1,563 - Mar 327 - Apr 1,291 - May 21 - Jun 56 - TOT Y-T-D 18,663 1 2,420 Adj Budget 514,774 35,967 34,967 $- $5 $10 $15 $20 $25 $30 $35 $40 Thousands Potential Projects 2008-09 2009-10 2010-11 2010-11 Budget 2008-09 2009-10 2010-11 Jul 1,689 $ 2,429 $ 1,968 $ Aug 27,400 1,017 1,174 Sep 352,673 32,311 3,759 Oct 554,328 7,480 1,429 Nov 6,376 9,352 2,111 Dec 47,428 1,557,973 27 Jan 4,023 3,284 Feb 2,320 21 Mar (1,341) 361 Apr 8,830 34,881 May 4,833 2,210 Jun 23,144 98,165 TOT Y-T-D 1,031,703 1,749,484 10,468 Adj Budget 2,408,056 2,728,481 2,257,673 45 RDA BUDGET REPORT  7 UNRESTRICTED FUNDS REVENUE ANALYSIS  TOTAL UNRESTRICTED FUNDS REVENUE:   SUMMARY  —  Overall, revenues are down by approximately 11% from last year.  Tax Increment revenues are expected to  decrease from last year and revenue from Pacific Theater is also well below last year.     TAX INCREMENT REVENUES —   As previously noted, tax increment receipts are down approximately 8% from last fiscal year.   The Redevelopment Agency received an updated Assessed Valuation Report from the County Assessor in August 2010 for FY  2010-11.  The updated report indicates a 3% decrease in assessed values.  Based on this updated AV report, estimated tax incre- ment revenues for FY 2010-11 may be less than originally projected.  A budget amendment is being recommended to reflect the  updated AV report.    LAND SALE PROCEEDS —    Due to the continuing credit crunch and significant slowdown in commercial and residential devel- opment, no land sale proceeds are expected in FY 2010-11.  The Agency continues to hold a number of parcels that are subject to  DDAs.  When the economy recovers and development activity resumes, the Agency may realize some land sale proceeds.    City Loan to the Agency — The $9 million loan was originally meant to be repaid using land sale proceeds from a number of par- cels owned by the RDA and subject to a DDA with a developer to dispose of the land.  Due to the recession, receipt of those pro- ceeds have been delayed.  Therefore, the City extended the terms of the loan through June 2011.  The final principal payment of  $3.5 million will be paid to the City in June 2011.    $(5) $- $5 $10 $15 $20 $25 $30 $35 $40 $45 $50 Millions RDA Total Revenues 2008-09 2009-10 2010-11 2010-11 Budget 2008-09 2009-10 2010-11 Jul 29,131 $ 137,186 $ (1,472,800) $ Aug 782,065 392,499 1,799,189 Sep 399,899 847,690 1,007,086 Oct 356,216 253,374 334,274 Nov 4,841,495 4,321,193 2,678,556 Dec 11,134,413 12,006,835 11,631,387 Jan 2,200,152 2,065,235 - Feb 4,585,415 4,289,209 - Mar 240,077 1,042,747 - Apr 7,646,268 7,989,494 - May 8,312,240 6,450,276 - Jun 2,182,718 3,830,627 - TOT Y-T-D 42,710,089 43,626,365 15,977,692 Adj Budget 42,950,775 40,951,280 42,696,053 46 RDA BUDGET REPORT  8 UNRESTRICTED FUNDS REVENUE ANALYSIS (continued):   TAX INCREMENT:  Fiscal 2008-09, 2009-10 and 2010-11 (graph is cumulative)   ASSESSED VALUATIONS: Fiscal 2008-09, 2009-10, and 2010-11  Through December, tax increment revenues are below budget projections by approximately $1.8 million  and are below FY 2009-10 mid year receipts by 8%.  Based on an updated AV report received after the FY  2010-11 budget was adopted, tax increment receipts for FY 2010-11 will need to be adjusted downward by approximately$3.6  million.  A budget amendment is being recommended to reflect the updated AV report.      As noted in prior reports, there is a significant lag in property tax increment receipts (approximately 12—18 months), so the poor  economic conditions of the last two years are now beginning to negatively impact the Agency’s tax increment revenues.  Overall,  property values in West Los Angeles have not been as negatively impacted as values in other areas of Southern California.  Conse- quently, staff does not expect a significant drop off in tax increment revenues, but slight declines TI revenues are expected fol- lowed by a period of relatively flat receipts until credit becomes more readily available and development picks up again.    The following page provides TI revenue detail broken down by Redevelopment Project Area.  Per Proposition 13 passed by California voters in 1978, a property’s value is assessed when it is purchased or significantly re- modeled.  Once the assessed value is established, it cannot increase by more than 2% per year until the property is sold or  remodeled, at which time it is re-assessed.  The property owners’ annual property tax is calculated as 1% of the assessed  value.  The Redevelopment Agency receives tax increment based on the increase in assessed value over a base year (base  year = the year that a particular project area was established). The table below shows the total assessed values and % change  from the prior year for each project area for the four most recent years.  2008-09 % change prior year 2009-10 % change prior year 2010-11 % change prior year Project Area 1 $991,903,331 10.24% $1,165,270,620 17.48% $1,083,606,896 -7.01% Project Area 2 $696,384,724 9.36% $707,151,361 1.55% $696,549,788 -1.50% Project Area 3 $1,516,215,389 10.19% $1,656,159,352 9.23% $1,633,601,927 -1.36% Project Area 4 $635,175,732 7.60% $632,727,379 -0.39% $630,839,859 -0.30% $3,839,679,176 9.62% $4,161,308,712 8.38% $4,044,598,470 -2.80% 20 08 - 0 9 20 09 - 10 20 0 9- 10 Ju l - $ - $ - $ Au g - - - Se p - - - Oc t - - - No v 4 , 70 9, 440 3,39 5,8 54 2,523 ,3 06 De c 10 , 80 5, 551 11,67 5,2 22 11 ,3 69 ,07 6 Ja n 1 , 77 3, 752 1,76 7,2 14 - Fe b 4 , 38 1, 723 3,12 9,2 81 - Ma r 8 8, 111 6 8 5 ,2 7 1 - Ap r 7 , 24 0, 053 7,61 0,4 59 - Ma y 7 , 97 4, 511 6,14 9,5 19 - Ju n 1 , 04 1, 482 2,83 6,8 51 - TO TA L 3 8 , 01 4, 623 $ 37,249,671 $ 13,892,382 $ A d j B u dge t 32 ,96 1,000 36,57 5,0 00 3 8,61 9,0 00 $- $5 $10 $15 $20 $25 $30 $35 $40 $45 M i l l i o n s T a x I n c r em e n t -A l l P r o j e c t A r e a s 200 8- 09 2 009- 10 20 10- 11 201 0- 11 B ud g e t NEGATIVE  47 RDA BUDGET REPORT  9 UNRESTRICTED FUNDS REVENUE ANALYSIS (continued):  TAX INCREMENT by COMPONENT AREA:  Fiscal 2008-09, 2009-10 and 2010-11 (graph is cumulative)   The above graphs illustrate the magnitude  of tax increment generated from each of  the  four  project  areas.   Project  Areas  1  and 3 generate the most tax increment,  accounting for approximately 70% of the  total TI revenues (30% and 40% respec- tively).  Project Area 1 is comprised pri- marily of the Fox Hills area (seen here in  blue).  Project Area 3 is comprised primar- ily of the Hayden  Tract  and  Downtown  areas (seen in red).  Project Area 2 is com- prised primarily of the Jefferson/Overland  intersection (seen in yellow) and Project  Area  4  is  comprised  primarily  of  West  Washington Blvd and Sepulveda Blvd.    Project Area Expiration Dates:  Project Area 1: 07/26/2014  Project Area 2: 12/28/2014  Project Area 3: 11/25/2018  Project Area 4: 11/23/2029  $- $2 $4 $6 $8 $10 $12 $14 $16 $18 Millions Project Area 1 2008-09 2009-10 2010-11 2010-11 Budget $- $2 $4 $6 $8 $10 $12 $14 $16 $18 Millions Project Area 2 2008-09 2009-10 2010-11 2010-11 Budget $- $2 $4 $6 $8 $10 $12 $14 $16 $18 Millions Project Area 3 2008-09 2009-10 2010-11 2010-11 Budget $- $2 $4 $6 $8 $10 $12 $14 $16 $18 Millions Project Area 4 2008-09 2009-10 2010-11 2010-11 Budget 48 RDA BUDGET REPORT  10 UNRESTRICTED FUNDS REVENUE ANALYSIS (continued):  REVENUE SOURCES:  Fiscal 2008-09, 2009-10 and 2010-11 (graph is cumulative)   Through December, Pacific Theaters is approximately 16% below budget projections and 27% below last  year’s receipts.  The drop in revenues is the result of a few things, including the fewer blockbuster mov- ies over this summer than in the past few years (last year had Avatar, Transformers, and Harry Potter; the year before had Bat- man, Iron Man, etc.) as well as a property tax refund received in FY 2009-10 resulting from an appeal to lower Pacific Theater’s  Assessed Value.   Through December, Farmers’ Market receipts exceeded budget projections by 18%.  Although the Farm- ers’ Market did not perform as well as it did in FY 2008-09, it exceeded FY 2009-10 receipts.    Pacific Theater Revenues  Farmers’ Market Revenues  POSITIVE  2008-09 2009-10 2010-11 Jul 209,487 165,461 93,780 Aug 323,733 154,012 126,638 Sep 201,622 102,713 181,026 Oct 57,298 - 152,052 Nov 35,174 356,859 - Dec 138,366 88,709 83,830 Jan 110,804 66,587 - Feb 49,796 - - Mar 121,930 162,109 - Apr 90,995 42,000 - May 176,889 200,503 - Jun 243,767 293,878 - TOTAL 1,759,861 1,632,831 637,326 Adj. Budget 1,300,000 1,400,000 1,500,000 $0.0 $0.3 $0.5 $0.8 $1.0 $1.3 $1.5 $1.8 $2.0 Millions Pacific Theatre 2008-09 2009-10 2010-11 2010-11 Budget 2008-09 2009-10 2010-11 Jul Jul 15,220 $ 11,023 $ 11,176 $ Aug Aug 12,581 11,557 11,901 Sep Sep 8,843 11,498 13,773 Oct Oct 12,817 7,898 8,871 Nov Nov 9,787 8,229 1,542 Dec Dec 466 3,650 11,467 Jan Jan 14,223 12,367 - Feb Feb - 7,308 - Mar Mar 11,219 9,277 - Apr Apr 24,034 11,802 - May May 8,396 10,997 - Jun Jun 12,682 13,892 - TOTAL 130,268 $ 119,498 $ 58,730 $ Adj Budget 115,000 105,000 105,000 $0 $20 $40 $60 $80 $100 $120 $140 Thousands 2008-09 2009-10 2010-11 2010-11 Budget Farmers Market Income NEGATIVE  49 RDA BUDGET REPORT  11 Unrestricted Funds Revenue Analysis (continued):  OTHER REVENUE SOURCES (cont.):  Fiscal 2008-09, 2009-10 and 2010-11 (graph is cumulative)     Adopted Budgets    The  Redevelopment  Agency’s  Adopted  budgets  are  available  on  the  City’s  website  at  www.culvercity.org/redev/redev_workprogram.asp?sec=gov      Glossary  AV — Assessed Value.  The value at which property is taxed.  Assessed Value is determined by the County Assessor.  CRA— Community Redevelopment Association.  Statewide Agency that advocates on behalf of member agencies.  DDA — Development and Disposition Agreement. A development agreement between the Agency and a Developer.  ERAF — Education Revenue Augmentation Fund. State fund from which some education expenses are paid.  LMIF — Low Moderate Income Housing Fund.  Funds restricted by state law to the provision of affordable housing.  Per state  law, 20% of annual tax increment receipts must be set aside in a Low Moderate Income Housing Fund for this purpose.  OPA — Owner Participation Agreement.  Agreement between the Agency and a Property Owner to make property improve- ments.  SERAF — Supplemental Education Revenue Augmentation Fund.  State fund from which some education expenses are paid.  TI — Tax Increment. Increment increase in property tax revenues above a base year.    Through December, parking revenues are approximately 6% below budget projections.  This is due pri- marily to reduced monthly parking revenues at the Ince Parking structure over the last few years.  Cardiff  and Watseka lots are performing as expected and the Venice and Canfield surface lots are exceeding projections.  Film Parking re- ceipts through December were $31,000 and are expected to meet the $65,000 budget projection for the year.    A budget amendment is recommended to reduce the revenue projections at the Ince Parking Structure by $75,000 to reflect a  more accurate budget projection.  NEGATIVE  OTHER NOTES:   Parking Revenues  2008-09 2009-10 2010-11 Jul 105,496 $ 108,721 $ 88,510 $ Aug 244,975 153,737 196,159 Sep 277,084 178,700 297,909 Oct 335,234 323,119 398,944 Nov 350,883 487,223 501,294 Dec 422,524 586,201 603,380 Jan 628,957 708,685 - Feb 690,152 771,883 - Mar 696,701 872,712 - Apr 796,966 1,044,407 - May 863,167 1,101,067 - Jun 885,569 1,182,036 - TOTAL 885,569 1,182,036 603,380 Adj. Budget 977,620 1,254,620 1,281,620 $- $200 $400 $600 $800 $1,000 $1,200 $1,400 Thousands RDA Parking (Structures and Lots) 2008-09 2009-10 2010-11 2010-11 Budget 50 RDA BUDGET REPORT  12 LOW/MODERATE INCOME HOUSING FUND ANALYSIS:  HOUSING FUND:  Revenues and Expenditures (graphs are cumulative)  REVENUES — The Low/Moderate Income Housing fund’s primary revenue source is tax increment housing set aside funds,  which is calculated as 20% of the gross tax increment received.  As such, Housing fund revenues tend to mirror TI revenues  on page 8 of this report.  As previously mentioned, TI are below budget projections, consequently, Housing Fund revenues  are also slightly below budget projections.  A budget amendment is being recommended to reduce Housing revenues accord- ingly.    EXPENDITURES — The primary Low/Moderate Income Housing expenditures through December are on Rental Assistance  Program Grants (about $51,000 per month), Globe Ave Project ($46,000), and administrative charges.  Approximately $2.45  million is budgeted in FY 2010-11 for implementation/construction of the low/moderate income housing project at the  Globe Ave properties and demolition of those properties has been completed. The Housing Division is working toward imple- menting the Comprehensive Housing Strategy and identifying additional development opportunities for low/moderate in- come housing projects to present to the Agency for consideration.   2008-09 2009-10 2010-11 Jul (6,882) $ (36,640) $ (81,888) $ Aug 19,162 16,398 20,562 Sep 41,097 52,451 39,665 Oct 38,840 16,474 8,221 Nov 969,393 711,533 527,555 Dec 2,408,680 2,391,821 2,301,384 Jan 410,277 398,617 - Feb 921,693 659,494 - Mar (208,432) 244,303 - Apr 1,530,579 1,539,488 - May 1,607,753 1,245,848 - Jun 307,508 736,622 - TOT Y-T-D 8,039,668 7,976,409 2,815,499 Adj Budget 7,467,000 $ 7,914,000 $ 10,548,800 $ $(2) $- $2 $4 $6 $8 $10 $12 Millions Low/Moderate Income Housing Revenues 2008-09 2009-10 2010-11 2010-11 Budget 2008-09 2009-10 2010-11 Jul 31,277 $ 232,826 $ 281,508 $ Aug 37,276 242,292 236,170 Sep 609,316 900,725 937,789 Oct 239,685 278,028 277,372 Nov 236,242 266,465 244,222 Dec 268,073 257,209 316,948 Jan 237,563 249,491 - Feb 231,223 245,555 - Mar 222,249 219,099 - Apr 241,090 306,230 - May 229,912 11,196,817 - Jun 807,349 52,507 - TOT Y-T-D 3,391,255 14,447,244 2,294,009 Adj Budget 12,607,422 $ 19,586,121 $ 8,278,869 $ $- $2 $4 $6 $8 $10 $12 $14 $16 Millions Low/Moderate Income Housing Expenditures 2008-09 2009-10 2010-11 2010-11 Budget 51   Total Budget    Total Bond Funding  Bond Funds  Expended to Date  Estimated  Completion  1. Washington/National (92620)  $3,300,000  $3,300,000  $283,000  FY 2010-11  2. Town Plaza (93400)  $3,100,000  $3,100,000  $300,000  FY 2011-12  3. Washington AIP: Phase 1 (92670)  $880,750  $880,750  $348,000  FY 2010-11  4. Sepulveda Blvd Streetscape (57392910)  $636,000  $150,000  $32,480  FY 2010-11  RDA BUDGET REPORT  13 TAX EXEMPT BOND FUNDS  FISCAL YEAR TO DATE: (graph is cumulative)  CURRENT BOND FUNDED PROJECTS of INTEREST  REVENUES — Tax exempt bond fund revenue is primarily interest income earned on the fund balance.  Approximately $16,000 in  interest income was earned through December.      EXPENDITURES — Tax Exempt Bond expenditures through December were primarily related to the purchase of a surface parking  lot on West Washington Blvd ($625,000), Washington/National Engineering studies (per executed MOU with Metro), and Washing- ton Blvd AIP Phase 1 ($235,000).     NOTE: Tax exempt bond funds are restricted and can only be used for public improvements and public infrastructure.  Bond funded projects are  often similar to Capital Improvement Projects as they are typically larger projects that may take more than one fiscal year to complete.  Typically,  the entire project budget is allocated in the first year and any unspent bond funds are typically carried over to the following year.   The projects identified above are major projects funded by tax exempt bonds.  The Washington/National project is to fund col- umn enhancements and a shoring wall at the Culver City terminus of the EXPO light rail project to support future development at  the Washington/National TOD site.  The Town Plaza project will fund improvements to the Town Plaza area in front of the Pacific  Theaters in conjunction with the development of the Parcel B site.  Washington Blvd AIP: Phase I is the first of three phases to  beautify the West side of Culver City along the Washington Blvd corridor.  Ongoing maintenance for these projects will be funded  by benefitting property owners via a benefit assessment district.  Sepulveda Blvd Streetscape project is for pedestrian and com- muter improvements on Sepulveda Blvd.  Total budget for this project includes a grant from METRO for $351,000.   2008-09 2009-10 2010-11 Jul - $ (137,037) $ 671 $ Aug 37,323 (2,790) 6,754 Sep 182,198 13,517 44,387 Oct 518,843 75,521 737,656 Nov 294,138 28,170 175,521 Dec 322,106 25,992 26,438 Jan 16,970 27,529 - Feb 35,873 170,809 - Mar 2,830 15,298 - Apr 203 12,095 - May 12,516 8,994 - Jun 18,314 434,024 - TOT Y-T-D 1,441,314 672,122 991,427 Adj Budget 13,302,061 $ 18,482,011 $ 18,865,082 $ $(5) $- $5 $10 $15 $20 Millions Tax Exempt Bonds Expenditures 2008-09 2009-10 2010-11 2010-11 Budget 52