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File #: RES 23-230    Name: Receive the Budget End-of-Year Report for FY22-23
Type: BoS Resolution Status: Agenda Ready
File created: 11/22/2023 In control: Board of Supervisors
On agenda: 12/6/2023 Final action:
Title: Adopt a Resolution to: a. Accept the County Administrative Office's Budget End-of-Year Report for Fiscal Year 2022-23; and b. Authorize the County Administrative Office and Auditor-Controller to make fund balance designations in Fiscal Year 2023-24 as specified in Attachment A.
Attachments: 1. Board Report, 2. Resolution with Attachment A, 3. Attachment B - Capital Projects List, 4. Budget End-of-Year Report FY 2022-23, 5. Presentation Item No. 15, 6. Completed Board Order Item No. 15, 7. Resolution with Attachment A - REVISED, 8. Completed Resolution Item No.pdf, 9. Revised Resolution Item No. 15
Title
Adopt a Resolution to:
a. Accept the County Administrative Office's Budget End-of-Year Report for Fiscal Year 2022-23; and
b. Authorize the County Administrative Office and Auditor-Controller to make fund balance designations in Fiscal Year 2023-24 as specified in Attachment A.
Report
RECOMMENDATION:
It is recommended that the Board of Supervisors adopt a Resolution to:
a. Accept the County Administrative Office's Budget End-of-Year Report for Fiscal Year 2022-23; and
b. Authorize the County Administrative Office and Auditor-Controller to make fund balance designations in Fiscal Year 2023-24 as specified in Attachment A.

SUMMARY:
The Budget End-of-Year Report (BEYR) evaluates the County's year-end fiscal performance compared to the budget, as adopted and modified by the Board of Supervisors. Production of the BEYR is a collaborative effort between the County Administrative Office (CAO) and departments following the year-end closing adjustments overseen by the Auditor-Controller. Financial data analyzed in the BEYR is unaudited and subject to final adjustments. The BEYR begins with an analysis of the countywide performance of the general fund, followed by an analysis of the financial performance of departments and other funds.

The general fund year end results were favorable, with an unassigned fund balance of $13.3 million, expenditures of $856.0 million, revenues of $798.2 million, and cancellation of assigned funds of $107.7 million. The strong performance of discretionary revenue and prudent financial management by departments allowed the County to partially replenish its strategic reserves towards the 10% of FY 2023-24 adopted general fund revenues goal set by County ordinance. The BEYR also includes recommendations by the CAO to increase fund balance assignments for capital projects. The surplus and the fund balance designations recommended by the CAO are testaments to the County's conservative management culture and the continuous monitoring of i...

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