fund-balance-policy-review

What problem does it solve?

Analyze the city's general fund and enterprise fund reserve balances against GFOA recommended practices, council-adopted policy, and peer benchmarks — providing clear findings and actionable policy or budget recommendations.

Core Features & Use Cases

• Fund balance benchmarking: Evaluate current balances, policy targets, and trend data to highlight gaps.
• Risk-focused recommendations: Identify liquidity and concentration risks and propose replenishment plans or policy tweaks.
• Policy-to-budget guidance: Produce council-ready outputs including risk flags, actions, and next steps.

Quick Start

Provide a concise assessment of the city's fund balance data to generate findings and a replenishment plan.