25 05, 2018

General Fund Reserve Policy

2018-05-25T13:38:45-07:00May 25th, 2018|

Question: We are in the process of reviewing our General Fund reserve policy. As part of the review I am interested in other entities’ policies. We are looking for: General Fund Operating Budget Population General Fund Reserve Percentage Download: General Fund Reserve Policy, 5-25-2018

18 12, 2017

Budget Carry-Forwards Process

2018-01-30T12:19:36-07:00December 18th, 2017|

Question: I am looking to improve our Budget Carry-Forward process. How does your agency process budget carry-forwards? Download: Survey Results on Budget Carry-Forwards Process, 12-18-2017

22 08, 2017

Budget Module

2017-10-03T10:11:30-07:00August 22nd, 2017|

Question: The City of Walnut Creek has recently implemented a new ERP system, Tyler Munis. We’ve purchased the Munis budget module to build the City’s biennium budget. Currently I am using Questica, a separate budget software integrated with our legacy system. I need to make a decision soon if I need to continue using Questica. [...]

11 08, 2017

Revenue Enhancement Strategies

2017-10-04T10:26:40-07:00August 11th, 2017|

Question: Santa Barbara County is currently in the process of a County-wide 5-year strategic rebalancing and resiliency initiative, looking at all of our services, processes, technology, facilities and overall budget. I am specifically on the Re-Balance Resources team that is looking at potential revenue enhancement initiatives and opportunities for the County. If there are any [...]