Observational Organizational and Financial Review
Service type.
Dept.

Completed Projects

Observational Organizational and Financial Review

Completed Date:
July 2020
Project Description:

Citygate completed a high-level observational organizational and financial review for the City of San Juan Bautista, California. This review included analyzing revenues and expenditures for the General Fund and reviewing the City’s Annual Audit to inform Citygate’s budget sustainability recommendations, to provide guidance to establishing financial and budgetary policies and procedures, to provide financial forecast and budgetary models for the City and City staff to utilize going forward, and to provide an assessment of three to five current issues and suggested priorities, as well as recommendations for workload management and suggested topics for further in-depth study as needed.

Location:
San Juan Bautista
,
CA

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