Staff
Ann Hollingshead
(916) 319-8305
State Budget and Federal Funding
Carolyn Chu
(916) 319-8326
Chief Deputy Legislative Analyst


Publications

State Budget Condition

To browse all LAO publications, visit our Publications page.



Report

2005-06 Budget: Perspectives and Issues

February 22, 2005 - The Legislature has an important budget opportunity. We project that revenues are $2.2 billion higher (for the current and budget years combined) than reflected in the Governor's budget. This, combined with the magnitude of ongoing solutions proposed in the budget plan, would result in a balanced 2005-06 budget with a solid reserve. However, the price of inaction is significant. Without the adoption of ongoing solutions of the magnitude offered by the budget plan, the 2005-06 budget would be precariously balanced and the state would experience major budget shortfalls in 2006-07 and beyond. These shortfalls would be close to $10 billion.


Report

Assessing the Governor's Reorganization Proposals

February 22, 2005 - On January 6, 2005, the administration released its plans to eliminate 88 boards and commissions and to reorganize the Youth and Adult Correctional Agency (YACA). For each of the plans, we provide an assessment of its fiscal effect and raise key issues. Although the administration recently has decided not to forward its boards and commissions proposal to the Legislature, the piece provides key considerations for the Legislature when seeking to consolidate these types of entities. Regarding the YACA proposal, we conclude it has the potential to improve the efficiency, accountability, and effectiveness of the state's prison system. However, the plan omits important details that the Legislature requires in order to fully evaluate its merits. Our analysis indicates that the proposed reorganization would probably result in net costs in the short term, but has the potential to achieve significant long-term net savings by placing a greater emphasis on inmate rehabilitation as a means of increasing public safety.


Report

Overview of the 2005-06 Governor's Budget

January 12, 2005 - The Governor's proposal contains significant program savings—particularly in K-12 education, social services, and transportation—and borrowing to address the state's 2005-06 budget shortfall. While the 2005-06 proposal has several positive attributes, it falls well short of fully addressing the state's ongoing projected fiscal imbalances. Moreover, its budget reform proposals would put more future state spending on "cruise control" and hamper the ability of future policy makers to establish budget priorities.


Report

Cal Facts: California's Economy and Budget in Perspective-2004

December 6, 2004 - Various "snapshot" pieces of information, providing a broad overview of public finance and program trends in the state. It consists of a series of charts and tables which address questions frequently asked of our office.


Report

LAO Recommended Legislation

December 6, 2004 - The role of the Legislative Analyst's Office is to review state programs and make recommendations to the Legislature as to how the state can operate more effectively and efficiently. While most of our recommendations can be addressed in the annual budget bill, some involve recommended changes in law that require separate legislation. This report summarizes various changes to law that we have recommended in recent years.


Report

California's Fiscal Outlook: LAO Projections, 2004-05 Through 2009-10

November 17, 2004 - According to our projections, the state is facing a year-end shortfall of $6.7 billion in 2005-06. Over the longer term, absent corrective actions, the state faces persistent annual current-law operating deficits that peak at nearly $10 billion in 2006-07, before narrowing somewhat in subsequent years.


Report

California Spending Plan 2004-05: The Budget Act and Related Legislation

September 22, 2004 - The state spending plan for 2004-05 includes total expenditures from all funds of $105.4 billion. This total includes budgetary spending of $102.4 billion, reflecting $78.7 billion from the General Fund and $23.7 billion from special funds. In addition, spending from selected bond funds totals $3 billion. The 2004-05 budget includes significant ongoing savings and it makes some progress toward resolving the state's ongoing structural budget shortfall. Nevertheless, like the two prior budgets, the current spending plan (1) contains a significant number of one-time or limited-term solutions and (2) obligates additional spending in future years. The combination of these factors suggests that state will continue to face out-year budget shortfalls, absent corrective action.


Report

An Initial Assessment of the California Performance Review

August 27, 2004 - On August 3, 2004, the California Performance Review (CPR) released its report on reforming California's state government, with the aim of making it more efficient and more responsive to its citizens. This report provides our initial comments on the CPR report. Specifically, we: (1) provide an overview of its reorganization framework and other individual recommendations, (2) discuss the savings it assumes from its major proposals, and (3) raise key issues and considerations relating to CPR's various proposals.


Report

Supplemental Report of the 2004 Budget Act: 2004-05 Fiscal Year

August 5, 2004 - Statements of intent for requests for studies adopted by the Legislature as a supplement to the 2004 Budget Act.


Handout

The 2004-05 Budget Bill, SB 1113, as Amended

July 28, 2004 - A summary of the 2004-05 Budget Bill (SB 1113, as amended) considered by the Assembly on July 28, 2004.


Report

Major Features of the 2004 California Budget (Not Published in 2004)

July 7, 2004 - We did not publish a Major Features report in 2004. The links above will open instead the California Spending Plan, 2004-05, published in September, 2004, which provides similar information in more detail.


Report

Overview of the 2004-05 May Revision

May 17, 2004 - The state's near-term fiscal picture has improved significantly as a result of an improved revenue outlook and the one-time receipt of funds. Despite this improvement, the state's long-term fiscal outlook relative to the January budget plan has worsened. The May Revision plan misses an opportunity to make further progress toward eliminating the state's long-term structural imbalance.


Presentation

The State's Budget Situation

March 19, 2004 - Presented to San Mateo Town Hall on March 18, 2004.


Other

Seventh Annual Analysis Quiz

March 17, 2004 - The annual quiz that tests your knowledge of our 1400 page Analysis of the Budget Bill and Perspectives and Issues.


Report

Highlights of the 2004-05 Analysis and Perspectives and Issues

February 18, 2004 - Highlights of our examination of the 2004-05 Governor's Budget.