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Report ID: 20-062b   
Type: Regular - Finance & Audit
Meeting Body: Board of Directors - Regular Meeting
Meeting Date: 7/8/2020 Final action: 7/8/2020
Recommended Action: Consider receiving a report on the Draft FY 2020-21 Operating and Capital Budgets, including an overview of the major assumptions and drivers to the operating revenues and operating expenses.
Attachments: 1. STAFF REPORT, 2. Att 1 FY21 Draft Op Budget, 3. Att 2 FY21 Draft Cap Bud, 4. Att 3 FY21 Draft Budget Presentation, 5. Master Minute Order
TO: AC Transit Board of Directors
FROM: Michael A. Hursh, General Manager
SUBJECT: Draft FY 2020-21 Operating and Capital Budgets

BRIEFING ITEM

RECOMMENDED ACTION(S):

Title
Consider receiving a report on the Draft FY 2020-21 Operating and Capital Budgets, including an overview of the major assumptions and drivers to the operating revenues and operating expenses.
Body

STRATEGIC IMPORTANCE:

Goal - Financial Stability and Resiliency
Initiative - Financial Efficiency and Revenue Maximization

Presenting a draft budget to the Board allows for an early picture of what the District's financial state will be for the coming fiscal year.

BUDGETARY/FISCAL IMPACT:

The Draft FY20-21 Operating Budget includes a projected operating revenue and subsidy budget of $465.3 million and an operating expense budget of $470.6 million, resulting in an operating deficit of $5.3 million. These figures are outlined in Attachment 1.

The Draft FY20-21 Capital Budget includes a projected spending plan of $81.9 million, composed of $54.8 million in grant funds, $7.8 million in District Capital funds, and $19.3 million of Line of Credit funds for the East Bay Bus Rapid Transit (BRT) Project. The Draft Capital Budget is shown in Attachment 2.

BACKGROUND/RATIONALE:

Overview

This budget process has been extended by the Board's decision to have the District work with a month-to-month budget for the first quarter of the coming fiscal year. This has allowed staff a bit more time to assemble the Draft Budget. The coronavirus pandemic continues to affect the local, national, and global economy, and as planned, staff is continuing to watch trends towards the planned adoption of the budget in early September.

The federal Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in late March and is providing the District with significant revenue relief. The first allocation of funds was approved by the Metropolitan Transportation Commission (MTC) in late April, and...

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