Legislation Details

File #: HIST-4349    Version: 1 Subject:
Type: Historical Status: Action Item
In control: City Council Meeting Agenda
On agenda: 2/12/2007 Final action: 2/12/2007
Title: Fiscal 2006-07 Mid-Year Budget Monitoring Report.
Attachments: 1. A-5__07-02-12_Mid Year 06-07 Budget Monitoring Report Staff Report - FINAL.doc, 2. A-5__0607 Midyear Report.pdf
City of Culver City, California City Council Agenda Item Report RECOMMENDATION: Staff recommends the City Council receive a presentation on the Fiscal 2006-07 Mid-Year Budget and adopt proposed budget amendments. Budget amendment requires 4/5 ths vote. BACKGROUND/DISCUSSION: The City Controller’s Office prepares monthly, quarterly, mid-year, and year-end budget reports for the City Council once the City Treasurer’s Office has closed the books for the respective time periods. This mid-year budget monitoring report provides the City Council with a snap shot of expenditures and revenues through the first half of the fiscal year and identifies any financial issues as they relate to the budget. General Fund Through the first 6 months of Fiscal 2006-07, total General Fund expenditures are $36,322,000, or 47% of the adjusted budget. General Fund revenues are $28,062,000, or 37.5% of the adjusted budget. As a point of reference, over the last three fiscal years (2003-04 through 2005-06), the average expenditures at mid-year are 48% and the average revenue receipts at mid-year are 33%. Note: A majority of General Fund revenues are received AFTER mid year, including Business Tax (beginning in February) and Sales Tax In-Lieu (January and May). General Fund expenditures are on target and revenues are approximately 4.5% above average. Most of the increased revenues are attributable to increased Meeting Date: February 12, 2007 Item Number: A-5 AGENDA ITEM: Fiscal 2006-07 Mid-Year Budget Monitoring Report Contact Person/Dept.: Nick Kimball, Sr. Budget Analyst Phone Number: (310) 253-6013 Fiscal Impact: Yes [X] No [] General Fund: Yes [X] No [] Public Hearing: [] Action Item: [X] Attachments: [X] Public Notification: Master Notification List 02/08/2007 Department Approval: Marlee Chang (02/05/2007) City Attorney Approval: Heather Iker (02/07/2007) City Controller Approval: Marlee Chang (02/05/2007) City Manager Approval: Jerry B. Fulwood (02/07/2007)City of Culver City, California City Council Agenda Item Report collections in UUT, TOT, Property Transfer Tax, and red light photo enforcement. Increases in the TOT and Real Property Transfer Tax are mainly one-time revenues as they are due to a bankruptcy settlement and audit findings, respectively. A discussion and analysis regarding the reasons for the strong revenue collections is included in the mid-year Budget Monitoring Report (Attachment 1). The General Fund beginning balance for fiscal 2006-07 was $27.7 million, or 35% of fiscal 2005-06 General Fund operating expenditures. The adopted 2006-07 budget includes approximately $1.3 million appropriation for capital projects and a $500,000 increase in the fund balance resulting from the sale of property to the Redevelopment Agency, which will result in a net reduction of the fund balance to $26.9 million. If the proposed budget amendments are adopted (see proposed amendments below), the reserve would be reduced to approximately $26.4 million, which is just below 35% of 2006-07 operating expenditures. Proposed Budget Amendments: 1. One-time $500,000 increase to the Police Department budget. This increase is to cover the one-time signing compensation received by the POA as part of their labor negotiations, which was not included in the adopted 2006-07 Budget. 2. Increase the Public Works Building Maintenance Division by $52,750. This increase is to reinstate the budget for the maintenance painter position, which was originally slated to be eliminated through attrition in November 2006 when the incumbent employee retired, whose since delayed retirement plans. 3. Reduce the appropriation in the Asset Seizure Fund for the Police Firing Project (P-832) by $289,832 due to the reduction in scope of the project. The resulting total budget for the project will be reduced from $939,832 to $650,000. Additionally, Public Works and Sanitation staff has requested that the following two capital projects be created and funded by the Refuse Fund: 1. Purchase a GPS tracking system for commercial roll-off vehicles ($14,500). This purchase will be the 1 st phase of a 2 phase implementation with the second phase rolling out July 1, 2007. Implementing a GPS tracking solution will facilitate route management, assist dispatch in routing customer service requests, and mitigate tort liability.City of Culver City, California City Council Agenda Item Report 2. Implement a Sanitation billing/routing/account management software solution ($45,000). This project will be funded by the Refuse Fund and managed by IT. Enterprise Funds There are no significant budgetary issues in the Refuse, Transit and Sewer funds at this time. Internal Service Funds There are no significant budgetary issues to report in the Equipment Replacement, Fleet Services & Equipment Maintenance, and Central Stores funds at this time. The Self Insurance Fund operational expenditures are within the budget target; however, due to outstanding general liability litigation settlements, the SIF reserve may potentially be reduced up to $1 million. Currently, the Self Insurance Fund has a sufficient reserve to cover these settlement costs. Consequently, Self Insurance charges may increase slightly in subsequent years to recover the hit to the fund’s reserve. FISCAL ANALYSIS: If revenue collections continue to remain strong through the second half of the fiscal year, and departments continue to hold to their expenditure targets, the General Fund may realize a slight budget surplus this fiscal year; however, a majority of the increases include one-time revenues, which may cause revenue collections in the second half of the year to level off somewhat. The fund balances in the General Fund and Refuse Fund are sufficient to accommodate the requested budget amendments. It is anticipated that the Refuse rate will be increased next fiscal year in order to cover increased costs. ATTACHMENTS: 1. Fiscal 2006-07 Mid-Year Budget Report 2. Fiscal 2006-07 Mid-Year Revenue Summary 3. Fiscal 2006-07 Mid-Year Expenditure SummaryCity of Culver City, California City Council Agenda Item Report MOTION: That the City Council: Receive the presentation of the Fiscal 2006-07 Mid Year Budget Monitoring Report; and Adopt proposed amendments to the Fiscal 2006-07 Budget: A. Increase Police Department budget $500,000 to cover the signing bonuses approved as part of the MOU negotiations; B. Increase the Building Maintenance Division in the Public Works Department budget $52,750 to reinstate the maintenance painter position; C. Decrease the appropriation in the Asset Seizure Fund by ($289,832) for the Police Fire Range (P-832); D. Create a capital project and appropriate $14,500 from the Refuse Fund to purchase a GPS tracking system for commercial roll-off vehicle; E. Create a capital project and appropriate $45,000 from the Refuse Fund to implement a Sanitation billing/routing/account management software solution. A budget amendment requires 4/5 ths vote MEETING DATE: 2/12/07 AGENDA ITEM: Fiscal Year 2006-07 Mid-Year Budget Monitoring Report ATTACHMENTS Pages I. Fiscal 2006-07 Mid-Year Budget Report 1 - 8 2_ Fiscal 2006-07 Mid-Year Revenue Summary 9-10 3. Fiscal 2006-07 Mid-Year Expenditure Summary 11 - 12ettelin, CI TY 2006-2007 Budget Monitoring Report Mid-Year Report Introduction: This report includes the revenue and expenditure analysis through December 31, 2006. The revenues reported include outside revenue sources and transfers-in from other funds. The expenditures analysis includes expenditures by fund and transfers-out to other funds. For the purposes of this report, encumbrances have not been included as expenditures. Encumbrances will be included when the money is actually relieved. General Fund Summary: Overall, General Fund operations are in sound financial health through the first six months of 2006-07. General Fund expenditures are tight, but still on track. Revenues appear to be very strong through the first six months. Budget staff will continue to monitor expenditures and revenues throughout the second half of the fiscal year. The General Fund beginning fund balance for 2006-07 is $27.7 million, which represents 35% of fiscal 2005-06 operational expenditures. After transferring money to capital projects and accounting for money received for land sale, the ending balance for 2006-07 is projected to be $26.9 million. If the proposed budget amendments are adopted, the projected ending General Fund balance will be $26.4 million, which is just below a 35% reserve. Summary of Revenues A General Fund revenue receipts to date are approximately 37.6% of the estimated budget amount. Last year at this time, the revenue receipts for the General Fund were 33.7%. The three year average revenue receipts at mid-year is approximately 33%. > As illustrated in Chart 1, approximately $28 million has been collected through December 2006 compared to $24.5 million in 2005. This increase is mainly attributable to strong collections in Property Tax, Real Property Transfer Tax, UUT and TOT. Increases in the TOT and Real Property Transfer Tax are mainly one-time revenues as they are due to a bankruptcy settlement and audit findings, respectively. The "Revenue Detail" section below provides a more in depth discussion and analysis of General Fund revenues. Summary of Expenditures A General Fund Expenditure Tarpet: 48% A To date, General Fund departments have expended 47% of the adjusted budget as compared to 45% last fiscal year. The three year average for percent expended at mid- year is approximately 48%. A The signing bonuses received by the POA as part of their labor negotiations were not included in the adopted 2006-07 Budget. Therefore, a budget amendment in the amount of $500,000 is recommended. > The MOU increases for the CCEA, POA, and CCMG, including retroactive pay, are included in the mid-year expenditure analysis. 0 CCEA employees will receive an additional 4% increase in January 2007 with the commencement of the second year of their five year contract. o Police Management is still in negotiations with the City.Revenue Description Property Tax Real Property Transfer Tax Business Tax Franchise Tax Utility Tax Trans. Occ. Tax New Development Tax License & Permits Fines & Forfeitures Use of Money & Property 10% 102% 309% • As illustrated in Chart 2, approximately $36.3 million has been expended through December 2006 compared to $33.9 million in 2005. This increase in expenditures is mainly the result of increases granted as part of the recently completed MOU negotiations. The "Expenditure Detail" section provides a more in depth discussion and analysis of General Fund expenditures. General Fund Analysis: Revenue Detail The following revenue receipts have been strong through the first half of fiscal 2006-07 as compared to last fiscal year: Mid-year Mid-year Receipts Receipts 2005-06 2006-07 Increase increase $725,631 $1,152,771 $427,140 59• $869,591 $1,311,167 $441,576 51% $393,701 $502,952 $109,251 28• $119,964 $252,011 $132,047 110% $5,654,169 $6,214,674 $560,505 $893,916 $1,804,523 $910,607 $47,223 $193,002 $145,779 $584,332 $807,809 $223,477 38% $1,937,782 $2,247,297 $309,515 46% $511,477 $1,020,762 $509,285 100% )=. Property Tax — For fiscal year 2006-07, the state has restored the take-away that was experienced over the last three fiscal years. The increase in property tax receipts is a result of this action. • Real Property Transfer Tax — The increase in Real Property Transfer Tax is the result of some additional money from a Documentary Transfer Tax audit performed by HdL. Also, although the housing market statewide is in somewhat of a lull, the residential property market in Culver City remains strong. Business Tax — The increase in Business Tax receipts is a result of the increase in fees as approved by City Council in July 2006 as well as an increase in collection of Business Tax penalties. A majority of Business Tax Fees will begin to be received in February 2007. Franchise Tax — Ahead of last year's projections through December 2006 due to the receipt of the Time Warner Franchise Fee ($187,000) in October. Last year at this time the City had only received a fee from Union Oil, Exxon, and Shell. The majority of Franchise Fee payments occur during February through June. Utility User's Tax — To date, receipts are at 46% of projections compared to 42% at this time last year. The two largest increases in collections from last year are in Electricity (20% more than last year) and Water (11% more than last year). This is most likely attributable to people using more electricity to run air conditioners and using more water to cool off during this year's warmer than normal summer months.|1010| 2.Transient Occupancy Tax — A majority of the increased receipts over last year is a result of a bankruptcy settlement received by the City. New Development Tax — This is a fee levied on construction valued at $250,000 or more; collections through mid-year are 52% of the budgeted projection. This is due mainly to new town home construction projects and tenant improvements to a number of commercial buildings. The strong revenue receipts suggest strong development activity through the first 6 months of the year. • There is such a large increase over last year's collections at this time because more than 95% of last year's fees were collected after mid-year. That is not expected to be the case this year. Licenses and Permits — Collections through December 2006 are 55% of the budgeted projection. This is significantly higher (38%) than the same time period last fiscal year. Most of the receipts (Building Permits and Plumbing and Heating Permits) are attributable to new development begun in fiscal 2005-06 that has carried over into fiscal 2006-07. Police False Alarm Charges are also ahead of projections and are currently 80% of budgeted receipts ($40,000450,000). Court Fines and Vehicle Code Fines — To date, collections are 51% received, which is slightly ahead of last fiscal year (49%) at this time. This is due mainly to a $325,000 increase in collections for Photo Enforcement fines. Enhanced technology has improved the prosecution rate for citations and six approaches were added at three new intersections in January 2006. Collections may taper off somewhat in 2007 as drivers change their driving habits. The main goal of the photo enforcement program is to increase traffic flow and reduce accidents. Use of Money and Property — Interest Income is ahead of anticipated projections (62.4%), and is expected to pass expectations at the end of the year. The remainder of the increase is in Net Increase/Decrease Fair Value and Interest Income-Notes Receivable. These accounts are used by Accounting through the year to record various entries required per GASB 31, and will change at the end of the fiscal year. The following revenue receipts have been lagging through the first half of fiscal 2006-07 as compared to last fiscal year: Revenue Description Sales Tax Receipts Receipts Mid-year Mid-year $$ 2005-06 2006-07 Decrease $5,046,402 $4,683,456 -$362,946 Sales Tax — Sales Tax receipts are slightly behind last year's receipts; however, there was an accounting adjustment ($394,000) last year that was required by the City's Auditors. Excluding that adjustment, Sales Tax receipts are actually $30,000 ahead of last year's receipts. Sales Tax in-Lieu payments are received in January and May of each year. It is expected that Sales Tax receipts will meet budget projections. Overall, revenue receipts are strong through the first six months of the fiscal year. 3Expenditure Detail > Currently, the City Clerk's Office and the City Treasurer's Office are exceeding the 96.5% spending assumption. 1. Through December, the City Clerk's Office has expended 51`)/0 of the adjusted budget. After adjusting expenditures to spread the Election Services contract that was paid earlier this fiscal year across twelve months, the Clerk's office has expended 48% of their budget, which is within the expenditure target. 2. Through December, the City Treasurer's Office has expended 49% of the adjusted budget. This is due mainly to a payment in December to Hdl_ for a Document Transfer Tax (Real Property Transfer) Audit and use of contract staff to fill a number of vacancies. After adjusting to spread the Audit expenditure across 12 months, the CTO is within the expenditure target. However, due to challenges recruiting full time staff in the Accounting Division (see bullet point below), the CTO may need a contract extension and budget amendment to cover contract costs. • The Accounting Division is using contract labor to fill a number of vacancies in their division. The contract labor is more expensive than the vacant full time positions. Currently, there are not sufficient savings in other CTO divisions to cover the increased cost of the contract services. The CTO may need to come before Council to request a contract extension and budget amendment. > Additionally, six (6) General Fund divisions are currently exceeding the 48% target (excluding recreation programs, which are seasonal). Although these divisions are slightly above their expenditure targets, each respective department is within the 48% budget target. • Fire Suppression has expended 53.2% of their adjusted budget. This is due to some crossover in personnel expenses between the Fire Suppression division and the EMS division. The EMS division is well under the target (35.1%). Overall, the Fire Department is expected to meet the 96.5% spending assumption. • Fire Communications has expended 59.2% of their adjusted budget. This is due to $150,000 lease payment made to Motorola for communications equipment and $80,000 for two years of membership dues in ICIS. These expenditures are budgeted and the Fire Communications division is still on target to meet the 96.5% spending assumption. • Fire Department — Civil Defense has expended 49.6% of their adjusted budget. This is a result of the Citywide disaster drill sponsored by the Fire Department in December. The funding for the brochures and various other expenses for the drill were included in the Civil Defense division budget. After adjusting to spread this expenditure across 12 months, the division is within the expenditure target. • Economic Development has expended 48.9% of their adjusted budget. Actual salary expenditures are slightly higher due to approval of different pay grade from the projected amount. However, the entire cost for the Economic Development division is reimbursed by the Redevelopment Agency; therefore, the additional expenditures will be recovered by the General Fund at fiscal year end. Overall, the 4Community Development Department is expected to meet the 96.5% spending assumption. • Public Works Administration has expended 49.5% of their adjusted budget. Actual salary expenditures are slightly higher than the projected amount. Budget savings in other divisions in the Public Works Department will be able to cover the increased salary cost in this division. • Maintenance Operations has expended 54_1% of their adjusted budget. This is due to a number of staffing issues: • One position is being errantly charged 100% to the General Fund rather than split between the General Fund and Refuse Fund 72/28 as allocated in the budget. Public Works staff has been contacted and will work with Payroll to rectify this situation. A budgeted reduction in staff (Admin Clerk) was to take effect in July 1; however, the reduction did not actually take effect until mid-August. • Building Maintenance — one maintenance painter position was to be eliminated through attrition; however, the incumbent employee has indicated that he will be delaying his retirement. As a result, a budget amendment of $52,750 needs to be made to restore the budget for this position for the remainder of the fiscal year. D All other General Fund expenditures appear to be on-track. Conclusion/Summary: If revenue collections continue to remain strong through the second half of the fiscal year, and departments continue to hold to the expenditure targets, the General Fund may realize a slight surplus this fiscal year; however, a majority of the increases include one- time revenues, which may cause revenue collections in the second half of the year to level off somewhat. Budget & Finance staff will continue to monitor the revenue and expenditure trends monthly and inform departments and the City Council of any significant changes. Internal Service Funds Summary D There are no significant budgetary issues in the Equipment Replacement, Fleet Services & Equipment Maintenance, and Central Stores funds at this time. D The Self insurance fund had a beginning cash balance for 2006-07 of approximately $3.9 million; however, the Self Insurance Reserve Fund may potentially take a $1 million hit due to outstanding General Liability litigation settlements. This may impact the year end cash reserve balance. • The SIF operational budget is healthy and within the expenditure target, with approximately 45% of the budget expended (excluding future liability adjustments). Enterprise Funds Summary D There are no significant budgetary issues in the Transit and Sewer funds at this time. • The Transit fund revenue receipts are on track (36% collected this year vs. 37% collected last year) and expenditures are 37% of the adjusted budget. 5• The Sewer fund revenue receipts are on track (42.5% collected this year vs. 40% collected last year) and expenditures are 41% of the adjusted budget (excluding capital projects). > The Refuse fund revenue receipts are on track (48.2% collected this year vs. 48.1% collected last year) and expenditures are 41% of the adjusted budget. • The outstanding Refuse Fund Loan amount will be approximately $1.3 million at the end of fiscal 2005-06. Of this amount, $776,000 is owed the General Fund, $454,000 to the Equipment Replacement Fund, and $69,000 to the Innovation Fund. > Additionally, Public Works and Sanitation staff recommend that the following capital projects be created and funded by the Refuse Fund: • $14,500 to purchase a GPS tracking system for commercial roll-off vehicles. This purchase will be the 1 st phase of a 2 phase implementation with the second phase rolling out July 1, 2007. Implementing a GPS tracking solution will facilitate route management, assist dispatch in routing customer service requests, and mitigate tort liability. • $45,000 to implement a Sanitation billing/routing/account management software solution. This project will be funded by the Refuse Fund and managed by IT. Other Fund Highlights: • Asset Seizure Fund — Due to the reduction in scope of the Police Firing Range project (P-832), the appropriation for the project is being decreased by $289,832. The resulting total budget for the project will be reduced from $939,832 to $650,000. • CDBG Capital Fund has expended 203% of the adjusted budget. This is a result of the principal and interest payments for the Senior Center loan. These payments are paid using CDBG funds; however, historically they have not budgeted on an annual basis. Budget staff has worked with CTO staff and made the appropriate budget adjustment administratively per the 2006-07 Budget Resolution. Economic Update: Select economic data from December 2006: • Overall: The final third quarter real gross domestic product (GDP) numbers showed that the U.S. economy grew by 2% last quarter, as compared to 1.6% and 2.6% in the previous two quarters. o The job market in LA County remains strong as the seasonally adjusted unemployment rate for the County was 4.5% (up from 4.2% in November), which is down from 5.5% a year ago. The U.S. unemployment rate was 4.5%. • Real Estate/Housing Market: The national housing market saw a modest increase in housing starts (4.5%) and California market was relatively stagnant through December. According to the California Association of Realtors, following several years of steep increases, the rate of home price appreciation will post a modest decline over the next year while the sales pace will decrease as the market stabilizes throughout 2007. • Inflationary Trends: At the December 12th meeting of the Federal Reserve Bank, the board announced that it would not increase rates for the third meeting in a row; however, the Fed warned that inflationary risks still remain in the economy. o National CPI has increased 2.5% since December 2005. o LA County CPI has increased 3.3% since December 2005. 6General Fund Revenues Collected Year to Date 90,000,000 80,000,000 70,000,000 60,000,000 50,000,000- 40,000,000 30,000,000 20,000,000 10,000,000|1010|-10,000,000 e .0, .47ft „.§.N 0643 .4e e 40 N.9 • re +° C12005-06 02006-07 80,000,000-1 70,000,000 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000|1010|REVENUE AND EXPENDITURE CHARTS CHART "I CHART 2 General Fund Expenditures Year to Date .4.1 16('\ (C' ''( -&- e' 06 -1. 6‘' cf: 46' \- 1) e 102005-06 132006-07 \-°14,000,000 12,000,000 10,000,000 8,000,000 6,000,000 4,000,000 2,000,000 -2,000,000 _y General Fund Revenues Collected by Month \A 4- e „oe e c.\ c'p ne) 4- o° do kr§) + [62005-06 02006-07 I 01/2 General Fund Expenditures by Month .k .k • A ). 4` 4 • 4 06 •Q`k , fr 6 40- -c k` ‘9 tk` . N) • <3' NV} cP 0 Ge' 02005-06 02006-07 12,000,000 10,000,000 8,000,000 6,000,000 4,000,000 2,000,000 CHART 3 CHART 4|1010| BCITY OF CULVER CITY ATTACHMENT 2 SUMMARY OF REVENUES COMPARISON OF MID-YEAR FISCAL 2005-06 AND 2006-07 FISCAL 2005-06 FISCAL 2006-07 MID-YEAR MID-YEAR PROPOSED PROPOSED ADOPTED ADJUSTED MID-YEAR PERCENT ACTUAL ADOPTED ADJUSTED MID-YEAR PERCENT BUDGET ADJUSTED BUDGET BUDGET RECEIPTS RECEIVED RECEIPTS BUDGET BUDGET RECEIPTS RECEIVED REVISION BUDGET 2005-06 2005-06 2005-06 2005-06 2005-06 2006-07 2006-07 2006207 2006-07 2006-07 C -J7,__ _.2 GENERAL FUND PROPERTY TAX 1,804,000 1,804,000 725,631 40.2% 2,307,410 3,048,000 3,048,000 1,152,771 37.8% 3,048,000 SALES TAX 17,640,000 17,640,000 5,046,402 28.6% 17,267,196 17,650,000 17,650,000 4,683,456 26.5% 17,650,000 PUBLIC SAFETY SALES TAX 350,000 350,000 119,051 34.0% 366,841 361,000 361,000 122,719 34.0% 361,000 BUSINESS TAX 8,275,000 8,275,000 393,701 4.8% I 8,551,215 8,804,100 8,804,100 502,952 5.7% 8,804,100 FRANCHISE TAX 1,375,000 1,375,000 119,964 8.7% 1,212,771 1,200,000 1,200,000 252,011 21.0% 1,200,000 REAL PROP.TRANS TAX 2,025,000 2,025,000 869,591 42.9% 2,652,073 2,517,000 2,648,942 1,311,167 49.5% 2,648,942 UTILITY TAXES 13, 340,000 13,340, 000 5,654,169 42.4% j 13,169,207 13,380,000 13,380, 000 6,214,674 46.4% 13,380,000 TRANS OCC TAX 2,250,000 2,250,000 893,916 39.7% i 2,310,813 ! 2,100,000 2,100,000 1,804,523 85.9% 2,100,000 COM/IND DEV TAX 1,663,750 1,663,750 47,223 2.8% 1 1,528,241 372,640 372,640 193,002 51.8% 372,640 LICENSES AND PERMITS 1,751,800 1,755,800 584,332 33.3% 1,846,849 1,479,551 1,482,051 807,809 54,5% 1,482,051 INTERGOVERNMENTAL 2,540,000 2,540,000 10,886 0.4% ! 2,954,680 2,942,670 2,952,670 183,199 6.2% 2,952,670 CHARGES FOR SERVICES 7,592,620 7,592,620 3,929,971 51.8% ! 8,176,162 8,450,919 8,450,919 4,209,776 49.8% 8,450,919 FINES AND FORFEITS 3,925,000 3,925,000 1,937,782 49.4% : 4,242,405 4,370,000 4,370,000 2,247,297 51,4% 4,370,000 USE OF MONEY & PROPERTY 905,500 905,500 511,477 56.5% 855,273 954,000 954,000 1,020,762 107,0% 954,000 INTER FUND/DEPARTMENTAL 5,862,097 5,862,097 2,951,151 50.3% 5,653,910 5,574,047 5,574,047 2,581,122 46.3% 5.574,047 OTHER REVENUES 105,700 111,100 47,558 42.8% 2,899,504 107,690 112,190 54,919 49,0% 112,190 TRANSFERS 1,391,500 1,391,500 695,750 50.0% 7,035,805 1,438,866 1,440,804 719,467 49.9% 1,440,804 TOTAL GENERAL FUND 72,796,967 72,806,367 24,538,555 33.7% 83,030,355 74,750,483 74,901,383 28,061,626 37.5% 74,901,363 • BUILDING SURCHARGE FUND 50,000 50,000 12,110 24.2% 86,741 50,000 50,000 48,863 97.7% 50,000 GRANTS OPERATING FUND 1,095,525 2,231,990 654,734 29.3% 1,324,460 1,154,296 2,605,573 677,470 26.0% 2,605,573 CDBG - OPERATING GRANT FUNC 0 87,994 24,381 27.7% 98,484 78,712 78,712 21,320 27.1% 78,712 , • CDBG - CAPITAL GRANT FUND 0 0 193,616 0.0% 230,298 68,292 84,397 171,654 0.0% 84,397 PROP A LOCAL RETURN FUND 590,390 590,390 254,855 43.2% 666,856 632,343 632,343 296,295 46.9% 632,343 PROP C LOCAL RETURN FUND 489,698 489,698 224,143 45.8% 594,869 974,017 974,017 262,978 27.0% 974,017 ASSET SEIZURES FUND 0 0 56,765 0.0% 99,407 0 0 34,690 0.0% 0 SECTION 8 HOUSING 2,846,104 2,846,104 858,002 30.1% 2,046,838 2,554,548 2,554,548 1,365,001 53.4% 2,554,548CITY OF CULVER CITY ATTACHMENT 2 SUMMARY OF REVENUES COMPARISON OF MID-YEAR FISCAL 2005-06 AND 2006-07 FISCAL 2005-06 FISCAL 2006-07 MID-YEAR MID-YEAR - PROPOSED PROPOSED ADOPTED ADJUSTED MID-YEAR PERCENT ACTUAL ADOPTED ADJUSTED MID-YEAR PERCENT BUDGET ADJUSTED BUDGET BUDGET RECEIPTS RECEIVED RECEIPTS BUDGET BUDGET RECEIPTS RECEIVED REVISION BUDGET 2005-06 2005-06 2005-06 2005-06 2005-06 2006-07 2006-07 2006-07 2006-07 2006-07 2006-07 ENTERPRISE FUNDS REFUSE FUNDS 9,879,387 9,879,387 4,750,526 48.1% 9,853,766 10,410,618 10,410,618 5,022,074 48.2% 10,410,618 MUNICIPAL BUS 15,431,787 15,431,787 5,775,000 37.4% 15,662,504 16,025,724 16,025,724 5,808,446 36.2% 16,025,724 SEWER FUND 8,270,000 8,270,000 3,312,513 40.1% 9,143,807 8,598,900 8,598,900 3,656,867 42.5% 8,598,900 LANDSCAPE MAINT, DIST 47,000 47,000 21,096 44.9% 52,785 47,000 47,000 22,860 48.6% 47,000 TOTAL ENTERPRISE FUNDS 33,628,174 33,628,174 13,859,135 41.2% 34,712,862 35,082,242 35,082,242 14,510,247 41.4% 35,082,242 CAPITAL IMPROVEMENT FUNDS ARTS IN PUBLIC PLACES 112,000 129,000 54,501 42.2% 71,561 129,000 129,000 163,706 126.9% 129,000 NEW DEV. IMPACT FEE FUND 3,000 3,000 1,571 52.4% 2,917 3,000 3,000 5,026 167.5% 3,000 SPECIAL GAS TAX FUND 750,000 750,000 498,078 66.4% 935,400 750,000 750,000 273,270 36.4% 750,000 PARK FACILITIES FUND 5,000 5,000 8,459 169.2% 12,052 5,000 5,000 26,887 537.7% 5,000 CAPITAL IMPV/ACQ FUND 2,615,000 2,623,906 637,534 24.3% 1,704,678 1,429,000 2,065,372 1,204,760 68.3% 2,065,372 PARKING IMPROVEMENT FUND 782,800 782,800 479,808 61.3% 1,000,474 822,200 822,200 479,407 58.3% 822,200 GRANTS CAPITAL FUND 949,660 1,355,620 517,768 38.2% 1,579,193 0 1,042,298 512,627 49.2% 1,042,298 TOTAL CAPITAL IMPROVEMENT FUNDS 5,217,460 5,649,326 2,197,719 38.9% 5,306,275 3,138,200 4,816,870 2,665,683 55.3% 4,916,870 INTERNAL SERVICE FUNDS GRAPHIC SERVICES 564,283 564,283 247,618 43.9% 530,736 0 0 0 0.0% 0 EQUIPMENT REPLACEMENT 1,881,311 1,881,311 972,556 51.7% 1,832,414 1,896,851 1,896,851 1,129,050 59.5% 1,896,851 EQUIPMENT MAINTENANCE 5,527,574 5,527,574 2,841,900 51.4% 5,828,468 6,212,059 6,212,059 3,035,156 48.9% 6,212,059 SELF INSURANCE 8,586,040 8,586,040 3,175,126 37.0% 9,073,695 7,515,002 7,515,002 3,979,359 53.0% 7,515,002 STORES 1,422,250 1,422,250 639,416 45.0% 1,327,361 1,422,250 1,422,250 792,190 55.7% 1,422,250 INNOVATION FUND 5,351 11,903 83,763 703.7% 90,643 11,412 11,412 13,621 119A% 11,412 TOTAL INTERNAL SERVICE FUNDS 17,986,809 17,993,361 7,960,379 44.2% 18,683,317 17,057,574 17,057,574 8,949,376 52.5% 17,057,574 TOTAL OPERATING AND C1P FUNDS 134,701,127 136,373,404 50,834,394 37.3% 146,880,762 135,530,707 138,837,639 57,065,203 41.1% 138,837.639 LESS: INTERNAL SERVICE FUNDS 17,986,809 17,993,361 7,960,379 44.2% 18,683,317 17,057,574 17,057,574 8,949,376 52.5°6 17,057,574 TOTAL BUDGET 116,714,318 118,380,043 42,874,015 36.2% 128,197,445 118,473,133 121,780,065 48,115,827 39.5% 121,780,065CITY OF CULVER CITY ATTACHMENT 3 SUMMARY OF EXPENDITURES COMPARISON OF MID-YEAR 2005-06 AND 2006-07 FISCAL 2005-06 FISCAL 2006-07 ACTUAL MID-YEAR YEAR END MID-YEAR PROPOSED PROPOSED ADOPTED ADJUSTED MID-YEAR PERCENT ACTUAL ADOPTED ADJUSTED MID-YEAR PERCENT BUDGET ADJUSTED BUDGET BUDGET EXPENDITURE EXPENDED** EXPEND BUDGET BUDGET EXPENDITURE EXPENDED REVISION BUDGET 2005-06 2005-06 2005-06 2005-06 2005-06 2006-07 2006-07 2006-07 2006-07 2006-07 2006-07 GENERAL GOVERNMENT CITY COUNC1L. 231,903 300,404 101,772 34% 217,979 210,897 265,161 89,033 34% 265,161 CITY MANAGER 975,118 1,010,421 463,223 46% 977,106 1,000,490 1,051,213 476,957 45% 1,051,213 CITY CLERK 371,350 371,750 147,876 40% 378,014 382,660 428,616 218,096 51% 428,616 CITY TREASURY 2,766,083 2,813,518 1,119,293 40% 2,530,472 2,806,112 3,115,891 1,515,532 49% 3,115,891 CITY ATTORNEY 1,937,816 2,021,397 939,495 46% 2,128,686 1,896,541 1,999,108 857,876 43% 1,999,108 ADMIN/BUDGET & FINANCE 1,041,531 1,041,764 421,626 40% 939,608 1,119,484 1,186,051 521,306 44% 1,186,051 PERSONNEL 1,057,776 1,086,353 557,471 51% 1,175,477 957,208 1,058,410 482,738 46% 1,058,410 INFORMATION TECH. 2,216,651 2,265,998 1,068,975 47% 2,148,140 2,654,587 2,831,034 1,289,091 46% 2,831,034 TOTAL GENERAL GOVERNMENT 10,598,228 10,911,605 4,819,731 44% 10,495,482 11,027,979 11,935,484 5,450,629 46% 11,935,484 PARKS, REC. & COMMUNITY SVCS 5,967,440 5,993,989 2,703,247 45% 5,781,612 6,174,663 6,394,103 2,897,508 45% 0,394,103 POLICE DEPARTMENT 26,900,407 26,956,578 12,012,326 45% 26,402,914 27,429,735 28,030,931 13,200,653 47% 500,000 28,530,931 FIRE DEPARTMENT 13,980,400 13,991,038 6,387,095 46% 13,893,958 13,771,360 14,386,792 6,750,499 47% 14,386,792 COMMUNITY DEVELOPMENT 5,667,766 5,815,684 2,533,482 44% 5,534,172 5,850,224 6,205,870 2,722,359 44% 6,205,870 PUBLIC WORKS 8,092,917 8,305,216 3,705,486 45% 7,930,412 8,193,357 8,569,275 3,734,734 44% 52,750 8,622,025 NON-DEPARTMENTAL 3,890,880 3,859,364 811,064 21% 1,678,936 4,983,050 3,298,737 950,562 29% 3,298,737 Transfers 1,903,940 1,903,940 969,852 51% 1,911,548 1,238,071 1,249,143 614,922 49% 1,249,143 Projected excess appropriations (3,000,000) (3,000,000) 0 0% 0 (2,650,000) (2,650,000) 0% (2,050,000) TOTAL GENERAL FUND 74,007,978 74,737,414 33,942,283 45% 73,629,034 76,018,439 77,420,335 36,321,866 47% 552,750 77,973,085 BUILDING SURCHARGE FUND 50,000 50,000 3,334 0% 3,334 50,000 51,016 1,016 2% 51,016 TOTAL GRANTS 1,095,525 2,332,354 671,208 29% 1,818,461 1,154,296 2,103,043 1,076,376 51% 2,103,043 CDBG OPERATING FUND 0 87,994 44,381 50% 87,994 78,712 78,712 41,449 53% 78,712 CDBG CAPITAL FUND 0 67,300 175,482 261% 212,134 58,292 84,397 171,654 203% 84,397 TOTAL SEC. 8 FUND 2,560,548 2,583,995 885,782 34% 1,704,954 2,503,325 2,527,580 864,744 34% 2,527,580 TOTAL PROP A FUND 590,390 590,390 295,195 50% 590,399 632,343 632,343 316,170 50% 632,343 TOTAL PROP C FUND 545,927 545,927 251,624 46% 870,709 974,017 974,017 272,094 28% 974,017 TOTAL ASSET SEIZURE FUND 0 512,344 22,429 4% 61,296 0 953,154 3,232 0% (289,832) 663,322 TOTAL OPERATING 78,850,368 81,507,718 36,291,718 45% 78,978,315 81,469,424 84,824,597 39,068,601 46% 262,918 85,087,515CITY OF CULVER CITY SUMMARY OF EXPENDITURES COMPARISON OF MID-YEAR 2005-06 AND 2006-07 ATTACHMENT 3 FISCAL 2005-06 FISCAL 2006-07 ACTUAL MID-YEAR YEAR END MID-YEAR PROPOSED PROPOSED ADOPTED ADJUSTED MID-YEAR PERCENT ACTUAL ADOPTED ADJUSTED MID-YEAR PERCENT BUDGET ADJUSTED BUDGET BUDGET EXPENDITURE* EXPENDED** EXPEND BUDGET BUDGET EXPENDITURE EXPENDED* REVISION BUDGET 2005-06 2005-06 2005-06 2005-06 2005-06 2006-07 2006-07 2006-07 2006-07 2006-07 2006-07 ENTERPRISE AND USER FEE FUNDS *** TOTAL REFUSE 10,054,058 10,264,726 4,473,317 44% 9,462,812 10,810,594 11,403,923 4,640,973 41% 59,500 11,463,423 TOTAL TRANSIT 17,279,529 23,566,958 7,944,531 34% 16,545,860 17,505,550 24,155,438 9,045,338 37% 24,155,438 TOTAL SEWER 9,762,601 12,187,370 3,601,929 30% 6,859,834 10,263,767 14,669,770 3,857,974 26% 14,669,770 TOTAL LANDSCAPE 47,000 47,000 23,500 50% 47,000 47,000 47,000 23,500 50% 47,000 TOTAL ENTERPRISE 37,143,188 46,066,054 16,043,277 35% 32,915,506 38,626,911 50,276,131 17,567,785 35% 59,500 50,335,631 CAPITAL IMPROVEMENT FUNDS ART IN PUBLIC PLACES 213,983 611,090 113,978 19% 252,437 138,000 493,592 55,315 11% 493,592 COMMUNITY DEVELOPMENT 100,000 123,705 0 0% 14,026 0 59,679 0 0% 50,679 GAS TAX 1,267,840 1,619,523 222,536 14% 530,354 722,708 1,979,943 573,784 29% 1,970,943 PARK FACILITIES 60,000 372,722 25,204 7% 200,237 0 170,056 0 0% 170,056 IMPROVEMENT & ACQUISITION 2,239,082 3,896,794 303,195 8% 1,098,147 1,321,839 5,611,041 463,910 8% 5,611,041 PARKING IMPROVEMENT 780,000 802,703 396,064 49% 786,064 780,000 796,639 390,000 49% 796,639 CAPITAL GRANTS 949,660 3,572,397 693,969 19% 1,686,478 0 2,670,215 78,638 3% 2,670,215 TOTAL CAPITAL IMPROVE FUND 5,610,565 10,998,934 1,754,946 16% 4,567,743 2,962,547 11,781,165 1,561,647 13% 11,781,165 INTERNAL SERVICE FUNDS GRAPHIC SERVICES 564,283 567,275 186,712 33% 430,365 0 0 0 0% 0 EQUIPMENT REPLACEMENT 3,108,452 3,300,687 1,117,535 34% 2,031,337 1,220,828 3,797,038 1,038,513 27% 3,797,038 EQUIPMENT MAINTENANCE 5,525,455 5,587,704 2,822,674 51% 5,981,279 6,208,557 6,389,953 2,964,806 46% 6,389,953 SELF INSURANCE 7,533,104 7,701,572 3,329,069 43% 6,242,112 7,403,121 7,442,927 3,551,628 48% 7,442,927 CENTRAL STORES 1,422,250 1,424,148 573,873 40% 1,257,596 1,422,250 1,437,844 671,587 47% 1,437,844 INNOVATION 10,000 10,000 5,000 50% 10,000 0 159,989 0 0% 159,989 TOTAL INTERNAL SERVICE FUND 18,213,544 18,591,386 8,034,863 43% 15,952,689 16,254,756 19,227,751 8,226,534 43% 19,227,751 TOTAL BUDGET BEFORE ADJ. 139,817,665 157,164,092 62,124,804 40% 132,414,253 139,313,638 166,109,644 66,424,567 40% 322,418 166,432,062 LESS INTERNAL SERVICE FUND 18,213,544 18,591,386 8,034,863 43% 15,952,689 16,254,756 19,227,751 8,226,534 43% 0 19,227,751 TOTAL BUDGET 121,604,121 133,572,706 55,305,098 40% 116,461,564 123,058,882 146,881,893 58,198,033 40% 322,418 147,204,311 * Includes adjustment for Self Insurance Fund reserve charge that was posted after the mid-year report was generated. ** Mid-year percent expended represents the percent of the adopted budget expended at mid-year. *** Includes appropriations for capital improvement projects funded by Enterprise funds only.