HomeMy WebLinkAboutMinutes - Budget and Finance Commission - 11/21/2023MINUTES
BUDGET AND FINANCE COMMISSION
REGULAR SESSION
NOVEMBER 21, 2023
COUNCIL CHAMBERS
11000 N. LA CAÑADA DRIVE
REGULAR SESSION AT OR AFTER 4:00 PM
CALL TO ORDER
ROLL CALL
Present: Jennifer Carr, Member
John Fortunato, Member
Gerald LeMay, Member
Michael Mason, Chair
Staff Present:David Gephart, Chief Financial Officer
Jeff Wilkins, Town Manager
Wendy Gomez, Deputy Finance Director
Chris Hutchison, Senior Budget Analyst
Tobin Sidles, Legal Services Director
PLEDGE OF ALLEGIANCE - Chair Mason Led the group in the Pledge of Allegiance.
CALL TO AUDIENCE - No Comments were received.
STAFF LIAISON REPORT
- The Town Council approved, for the Oro Valley Marketplace, a PAD Amendment and revised the Master
Development Plan/Conceptual Site Plan.
- Budget and Finance Staff held interviews for the two vacancies on the Commission and five candidates were
interviewed. Two candidates will be presented at the next Town Council meeting. The Commissioners will likely
start in January.
- The December meeting will fall during the holidays, so it is up to the Commission if the December meeting will
be held and if the election of a vice chair will be postponed.
- The ACFR draft has been in possession of the auditors and is under review. It will be presented in January.
- Earlier this past month, Chief Financial Officer, David Gephart, presented the Golf Financials and the
Community Center Financials to the Parks and Recreation Advisory Board. Mr. Gephart will continue presenting
the Golf and Community Center Financials to the Parks and Recreation Advisory Board at their meetings
moving forward.
REGULAR SESSION AGENDA
1.
REVIEW AND APPROVAL OF THE SEPTEMBER 19, 2023 REGULAR SESSION MEETING MINUTES
11/21/23 Minutes, Budget and Finance Commission Regular Session 1
Motion by Member Gerald LeMay, seconded by Member John Fortunato
Vote: 4 - 0 Carried
2.REVIEW AND APPROVAL OF THE OCTOBER 17, 2023 REGULAR SESSION MEETING MINUTES
Motion by Member Gerald LeMay, seconded by Member Jennifer Carr
Vote: 4 - 0 Carried
3.DISCUSSION AND POSSIBLE ACTION ON ELECTING A VICE-CHAIR FOR THE BUDGET AND
FINANCE COMMISSION
Motion by Member Gerald LeMay, seconded by Member John Fortunato to cancel the December
2023 Regular Meeting Session and postpone the election of a Vice-Chair into January 2024's Regular
Meeting Session.
Vote: 4 - 0 Carried
4.PRESENTATION ABOUT THE COMMUNITY'S NEXT 10-YEAR ACTION PLAN, KNOWN AS OV'S
PATH FORWARD
Presented by Milini Simms, Principal Planner. Discussion ensued amongst Staff and Commissioners.
5.PRESENTATION AND DISCUSSION OF THE TOWN'S FY 23/24 FINANCIAL UPDATE THROUGH
AUGUST 2023 (Please reference attachments)
Motion by Member Gerald LeMay, seconded by Member Jennifer Carr move to skip this agenda item,
as it is referenced in the following agenda item.
Vote: 4 - 0 Carried
6.PRESENTATION AND POSSIBLE DISCUSSION OF THE TOWN'S FY 23/24 FINANCIAL UPDATE
THROUGH SEPTEMBER 2023 (Please reference attachments)
Presented by Wendy Gomez, Deputy Finance Director.
Discussion ensued amongst Staff and Commissioners.
7.REVIEW, DISCUSSION AND POSSIBLE ACTION ON PROPOSED TOWN FINANCIAL AND
BUDGETARY POLICIES
Motion by Member Gerald LeMay, seconded by Member Jennifer Carr move this agenda item to the
January 2024 Regular Meeting Session.
Vote: 4 - 0 Carried
COUNCIL LIAISON COMMENTS
No comments were received.
ADJOURNMENT
Motion by Member Gerald LeMay, seconded by Member John Fortunato move to adjourn the meeting
11/21/23 Minutes, Budget and Finance Commission Regular Session 2
Motion by Member Gerald LeMay, seconded by Member John Fortunato move to adjourn the meeting
at 4:36 P.M.
Vote: 4 - 0 Carried
I hereby certify that the foregoing minutes are a true and correct copy of the minutes of the regular session of the
Town of Oro Valley Budget and Finance Commission of Oro Valley, Arizona held on the 21st day of November,
2023. I further certify that the meeting was duly called and held and that a quorum was present.
Dated this 21st day of November, 2023.
___________________________
Melissa Flores
Legal Secretary
11/21/23 Minutes, Budget and Finance Commission Regular Session 3