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HomeMy WebLinkAboutPackets - Council Packets (1880)         AGENDA ORO VALLEY TOWN COUNCIL BUDGET STUDY SESSION May 9, 2024 ORO VALLEY COUNCIL CHAMBERS 11000 N. LA CAÑADA DRIVE        BUDGET STUDY SESSION AT OR AFTER 5:00 PM   CALL TO ORDER   ROLL CALL   BUDGET STUDY SESSION AGENDA   1.PRESENTATION AND DISCUSSION OF THE FY 24/25 TOWN MANAGER'S RECOMMENDED BUDGET   ADJOURNMENT There will be no public comment during this study session.     POSTED: 5/3/24 at 5:00 p.m. by dt When possible, a packet of agenda materials as listed above is available for public inspection at least 24 hours prior to the Council meeting in the office of the Town Clerk between the hours of 8:00 a.m. – 5:00 p.m. The Town of Oro Valley complies with the Americans with Disabilities Act (ADA). If any person with a disability needs any type of accommodation, please notify the Town Clerk’s Office at least five days prior to the Council meeting at 229-4700.    CC-5421   1. Town Council Budget Study Session Meeting Date:05/09/2024   PRESENTATION AND DISCUSSION OF THE FY24/25 TOWN MANAGER'S RECOMMENDED BUDGET Information Subject PRESENTATION AND DISCUSSION OF THE FY 24/25 TOWN MANAGER'S RECOMMENDED BUDGET Summary PRESENTATION AND DISCUSSION OF THE FY 24/25 TOWN MANAGER'S RECOMMENDED BUDGET The proposed schedule is as follows: Court: 5:00-5:30 Administration: 5:30-6:00 Police: 6:00-6:30 Break: 6:30-6:45 CED: 6:45-8:00 Break: 8:00-8:15 Water: 8:15-9:45   Attachments FY2024-25 TMRB  FY 2024/25 RECOMMENDED BUDGET TOWN MANAGER’S Town of Oro Valley Town Manager’s Recommended Fiscal Year 2024/25 Budget Table of Contents Financial Overview Budget Message ................................................................. i Estimated Fund Balance Report ................................... 1 Fund Balances ..................................................................... 2 Expenditure Schedule by Fund ..................................... 3 Budget Summary by Fund General Fund ................................................................. 4 Highway Fund ............................................................... 5 Grants & Contributions Fund ................................... 6 Seizures & Forfeitures ................................................ 7 Community Center Fund ........................................... 8 Municipal Debt Service Fund .................................. 9 Capital Fund ................................................................... 10 Water Resource and System Development Impact Fee Fund ......................... 11 Townwide Roadway Development Impact Fee Fund ...................................................... 12 PAG/RTA Fund .............................................................. 13 Parks & Recreation Impact Fee Fund ................... 14 Police Impact Fee Fund ............................................. 15 Recreation In Lieu Fee Fund .................................... 16 Benefit Self Insurance Fund ..................................... 17 Water Utility Fund ........................................................ 18 Stormwater Utility Fund ............................................ 19 Revenue Summary ............................................................ 20 Revenue Schedule by Fund ........................................... 21 Capital Expenditures by Fund ........................................ 29 Non-Departmental Expenditures ................................. 32 Summary of FTE Changes ............................................... 33 Operating Expenditures Clerk ....................................................................................... 34 Community and Economic Development ............... 35 Council .................................................................................. 41 Court ...................................................................................... 42 Finance .................................................................................. 43 Human Resources ............................................................. 44 Information Technology ................................................ 45 Legal ....................................................................................... 46 Town Manager’s Office .................................................. 47 Parks and Recreation ....................................................... 50 Police ..................................................................................... 56 Public Works ....................................................................... 57 Water Utility ........................................................................ 64 Debt Debt Service ......................................................................... 69 Transfers Interfund Transfers ........................................................... 74 Capital Improvement Program (CIP) Capital Improvement Program Overview ................. 75 10-Year Proposed CIP ...................................................... 78 CIP Project Descriptions .................................................. 83 i    April 30, 2024 I am proud to present the Town of Oro Valley balanced budget for Fiscal Year 2024/2025 (FY 24/25). This budget totals $156.4 million, representing an increase of $7.9 million, or 5.1 percent more than the adopted FY 23/24 budget of $148.5 million. The General Fund budget totals $53.1 million, a 4.1% decrease from the FY 23/24 budget of $55.4 million. Town Council Strategic Plan priorities are reflected in the Recommended Budget. The budget process involves the prudent allocation of resources across Town operations to improve the high service levels Oro Valley residents expect in order to live, work, play and prosper in our community. The Town actively monitors and assesses current economic conditions during the development of the annual budget. The Town’s stable financial position is testament to conservative revenue forecasting and judicious resource allocation. Economic factors and assumptions that shaped the development of the FY 24/25 budget include: moderate growth in local and state shared sales tax revenue; a significant decline in state shared income tax revenue as a result of income tax reductions; continued slowdown in single family residential development activity; and sustained, persistently high prices in goods and services, and its resulting impact on operating and capital needs for the Town. While sales tax revenue has grown with inflation, the Town has, in some cases, experienced significant cost increases in capital projects and fleet replacements, resulting in resource strain that is impacting the Town’s ability to fund its growing capital needs. The FY 24/25 Recommended Budget includes capital improvements totaling $45.8 million, making up 29.7% of the overall budget. The Town’s robust capital improvement program focuses on water system enhancements, continued public facility improvements, recreational amenities and roadway improvements. The Recommended Budget reflects the following overarching themes, further explained later in this message:  Continuing to address and balance growing capital needs and sustained high prices in supplies and services, with the Town’s available resources.  Addressing aging facilities and infrastructure.  Funding step and pay increases to ensure the organization attracts and retains quality employees.  Providing staff with the tools and resources needed in order to meet job requirements. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget ii    LOCAL, STATE AND NATIONAL TRENDS The Town remains cautiously optimistic in looking towards FY 24/25 economic conditions. The outlook for the overall state economy is positive. Arizona’s job growth is forecasted to continue outpacing the nation over the next two years. Personal income growth is exceeding decelerating inflation, and net migration to the state continues to drive population gains. The Town saw strong growth in single family residential (SFR) activity during the COVID-19 pandemic, which has been attributed to gains in local sales tax revenue. Housing affordability, however, remains low for the state and region, and compounded with higher interest rates, has resulted in recent declines in permitting activity. The outlook for the nation calls for a modest downturn in the near term that is expected to contribute to a slowdown in economic growth in Arizona. Heading into FY 24/25 and over the next couple of years, cities and towns across Arizona will be grappling with legislation that reduced state income taxes, resulting in significant declines in this important, ongoing shared revenue source for municipalities. The Town is planning judiciously for these declines with a critical eye towards ongoing spending, continuing to balance community needs with the considerable reduction in this major revenue source. Following the 15-plus year highs during the pandemic, the Town’s SFR activity has slowed considerably, due to the reduced amount of readily available land within existing Town boundaries. A total of 95 SFR permits, and two new apartment projects are expected in FY 24/25. On the commercial side, revenues are expected to be steady. Projected commercial activity includes a hotel, two new assisted living communities, and a manufacturing building conversion. Large commercial and residential projects, which are considered one-time revenues, generate critical funding for Town capital projects. MAJOR BUDGET CHANGES EXPLAINED O&M Cost Increases The Recommended Budget reflects an increase of 6.2% percent, or $2.3 million, in O&M costs. In FY 22/23, the Town experienced considerable cost inflation in areas such as gasoline, public safety equipment, field supplies, technology, professional services and more across the organization. The Town has yet to see any measurable relief from inflationary pressures. For FY 24/25, areas of further increase include water delivery costs, medical claim costs, contract management expenditures, utilities, software subscription costs, and street maintenance. Revenue increases due to inflation have helped to relieve some of this pressure, but nonetheless, it does place strain on resource allocation during the budget process. Capital Investments The Town’s aging infrastructure will continue to be at the forefront when addressing capital needs, particularly in the area of roads and facilities. At the same time, high costs are making it increasingly difficult to address all needs with currently available resources, and without the need for financing or other funding sources or revenue enhancements. Major areas of the Town’s proposed FY 24/25 Capital Improvement Program include Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget iii    roadway preservation and improvements, water system expansion and enhancement, facility expansions and improvements, and park improvements. In keeping with the Town Council’s financial policies, the Recommended Budget includes a transfer of $7.1 million in excess General Fund reserves to the Capital Fund to fund capital projects included in the current and future budgets. Staff Retention and Attraction With a stubbornly tight labor market and being a service-based organization, the Town will continue to place a high priority on recruiting and retaining quality team members to provide the level of service our residents expect. The recommended budget includes a continuation of agreed-upon step increases for MOU police personnel and competitive pay adjustments for all other team members. As part of the Town’s competitive total compensation strategy, a new and extended wellness program is the centerpiece of the 2024/2025 health insurance cost containment strategy. While the Town has experienced manageable cost increases in recent years, actuarial rates and plan expenses are rising on average slightly more than 11% for the coming year even with changes in plan design. The new and expanded wellness program will offer cash incentives for healthy behavior, increased exercise and sleep, and age- appropriate screenings. For employees who engage in the full range of these activities, the cash incentives will, in most cases, offset the premium increase and out of pocket changes. SUPPORTING THE TOWN COUNCIL FY 23/24 – FY 24/25 STRATEGIC PLAN The leadership of the Mayor and Town Council provide the foundation and direction for the work of Town staff. In addition to the day-to-day work of good government like responding to emergency calls, conducting building inspections, processing business licenses, and ensuring residents and visitors have quality water, the elected body sets a robust number of two-year priorities for further emphasis. The priorities of the FY 23/24 - FY 24/25 Council Strategic Plan reflect the following overarching strategic focus areas:  Economic Vitality  Culture and Recreation  Public Safety  Roads, Water and Town Assets  Land Use and Design  Efficient and Effective Government  Financial Stability and Sustainability Under the guidance of the Mayor and Town Council, the Town of Oro Valley has a demonstrated history of responsible budgets, strong reserve funds, conservative financial projections and continuous improvement. The FY 24/25 Recommended Budget continues to build upon that foundation and is structurally balanced, meaning one-time revenues are used for one-time investments—not for supporting ongoing operations. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget iv    Department directors continued their practice of being prudent in making budget requests necessary to support operations and collaborated fully to ensure the budget is balanced. Strategic Investments The Recommended Budget includes funds that support the Council’s Strategic Plan priorities and focus areas. Economic Vitality – Investment in economic vitality continues to pay dividends to the Town, by attracting and retaining businesses and fostering partnerships that help grow the region’s wealth and economic diversity. Funding for economic development, marketing and sponsorships totals more than $755,000 for the FY 24/25 Recommended Budget. New for FY 24/25 is the implementation of an in- house marketing program replacing previous funding to a partnership with Visit Tucson. Funding for small business development training programs helps to support, attract and secure the most optimal, successful mix of business activity in the Town. In addition, the Town will be proceeding with the procurement of Placer AI software, providing mobility data that enables smarter decisions regarding market planning, site selection and business location. Culture and Recreation – The Recommended Budget focuses on (1) investing in and maintaining Oro Valley recreational assets, (2) investing in and maintaining the Oro Valley trail system, and (3) increasing resident involvement in multi-generational recreation opportunities and programming. Considerable investment in the Town’s parks and recreation facilities, amenities, vehicles and equipment continues with the FY 24/25 Recommended Budget. A total of $4.4 million in Town funding is included in the Recommended Budget for capital improvements at the Vistoso Trails Nature Preserve (VTNP) to revegetate, beautify, restore and maintain the preserve for residents and visitors to enjoy. The Town will be pursuing grant funding for this project. At the Community Center, the Town will complete the installation of an elevator and construction of a new entryway to improve access to the facility. Other facility improvements at the Community Center will include conversion of a jacuzzi to an outdoor accessible restroom, roof replacement and kitchen repairs. Golf course improvements will include bridge repair and equipment replacement, as well as grounds and facility repairs. Public Safety – The Recommended Budget continues to prioritize funding for the health, wellness, and safety of Town first responders, including ample training, up-to-date equipment, significant health and wellness investments, as well as a focus on community education and awareness. More than $1.2 million is included in the Recommended Budget to fully fund the Police Department’s necessary vehicle replacements. A travel and training budget of $270,000 will ensure our Police staff are equipped with the skills and tools needed for the utmost service to our community. In addition to the increased investment in the Town’s health and wellness program, nearly $75,000 is included in the Police Department for mental and physical wellness resources and programs. The Town will continue its commitment towards fully funding the Public Safety Pension Retirement System (PSPRS), with $800,000 in additional contributions planned in the Recommended Budget. Over $30 million, comprised of pension obligation bonds and General Fund reserves, has been remitted to PSPRS over Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget v    the last few years to address the unfunded liability in the plan. A new or expanded main Police station is included in the Town’s contingent 10-year Capital Improvement Program, with plans in motion to identify a funding source to be able to proceed with the project. The Town is exploring options to better meet the department’s growing and adapting space needs. Part of the overall public safety ecosystem includes the Town Court and Legal Services. The Recommended Budget includes nearly $3 million to complete an expansion and improvement of the Town’s Court building. This project addresses critical lobby deficiencies and space constraints that will vastly improve the overall efficiency and safety of Court operations. Roads, Water and Town Assets – The Recommended Budget includes resources to continue funding the Town’s highly successful Pavement Preservation Program at nearly $3.2 million. This is a significant cost increase over prior years due to continued high asphalt and related supply prices. In total, road and street projects comprise more than $6.2 million of the Town’s Capital Improvement Program for FY 24/25. In FY 24/25, the Water Utility will continue progress towards the partnered and independent components of the regional Northwest Recharge, Recovery and Delivery System (NWRRDS), with nearly $17.2 million included in the Recommended Budget. The Town is partnering with Metro Water and the Town of Marana on the NWRRDS project, which will increase utilization of Central Arizona Project water allocations in the future. Funding for the NWRRDS project comes from impact fees and groundwater preservation fees, as well as $12 million in proposed revenue bonds or loans to be used towards the independent project components. An $8 million loan from the Water Infrastructure Finance Authority (WIFA) is also proposed in the Recommended Budget to fund other capital projects in the Water Utility’s operating fund. Addressing aging and expansion needs for Town facilities and equipment remains a continuing priority. In addition to significant funding for vehicle and equipment replacements, the facility maintenance program includes more than $330,000 in the Recommended Budget for maintenance needs across all Town facilities. Capital projects included in the Recommended Budget, such as a $450,000 fleet fuel station renovation, heavy equipment replacements, an HVAC replacement, as well as technology upgrades, help ensure our facilities are well equipped and up to operating standards to ensure staff have a safe and supportive working environment. Land Use and Design – Nearly $183,000 is included in the FY 24/25 Recommended Budget for the Town’s General Plan update, comprised of part-time and contract personnel, consulting, interactive website costs, and community engagement efforts. The recently completed housing study and Town residential buildout analysis both provide important background information to assist in the General Plan update process. Efficient and Effective Government – The recent implementation of department dashboard metrics has enabled staff and Council to easily assess progress towards the Town’s Strategic Plan goals and department objectives. Continued training for Peak Performance implementation and Lean Six Sigma Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget vi    certification is included in the Recommended Budget, to promote ongoing process improvement and greater efficiency in operations and service delivery. Financial Stability and Sustainability – The Town continues its practice of conservative budgeting with the FY 24/25 Recommended Budget, which has served well in times of economic fluctuations and uncertainty. Departments have been asked to hold the line with staffing levels for the coming fiscal year, with no new positions included in the Recommended Budget. Per the Town’s financial policies, one-time revenues are dedicated towards one-time expenditures only, and the Town maintains the Council’s 30% General Fund reserve policy as proposed in the Recommended Budget. Other Regional Partnerships The Recommended Budget includes funds to continue Town partnerships with the Oro Valley Chamber of Commerce ($42,500), the Children’s Museum Oro Valley ($75,000), the Southern Arizona Arts and Cultural Alliance ($50,000) and the University of Arizona Center for Innovation at Oro Valley ($30,000). With the Town’s partnership with the Regional Transportation Authority (RTA), the Recommended Budget provides the necessary local match to acquire 12 replacement vans for the Sun Shuttle Dial-a-Ride system, including four from the FY 23/24 budget. The transit system ridership continues to grow, and the $381,448 match will facilitate the purchase of more than $1.9 million worth of vehicles through the ADOT grant program. CAPITAL INVESTMENTS Capital Fund With nearly $325 million in Town assets, continuing investments in existing infrastructure is vital. The Recommended Budget includes a focused Capital Improvement Program to address building and infrastructure improvements and enhancements, recreational improvements, roadways, and water system needs. The Town Council’s financial policies include a requirement that the Town set aside at least five (5) percent of sales tax revenues for the Capital Fund annually, which is projected at $1.4 million for FY 24/25. An additional $5.7 million is included in the Recommended Budget, for a total amount of $7.1 million. Expenditures in the Capital Fund total just over $10 million for FY 24/25. The following descriptions are highlights of some of the Capital Fund projects. Note that some projects may have additional budget in other funds. Projects that include carryover from the current budget are noted with an asterisk (*). Some of the carryover projects may be adjusted downward prior to the final budget adoption as work continues to progress over the next two months. Further details on these and the rest of the capital projects can be found in the Capital Improvement Program (CIP) section of the Recommended Budget. Those that include carryover from the current budget are noted with an asterisk (*). Town Court Expansion* $2.9 million Building expansion and space improvements Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget vii    VTNP Restoration and Revegetation $4.0 million Restoration, revegetation and beautification of the Vistoso Trails Nature Preserve Community Center Elevator and ADA Improvements* $1.6 million Full elevator and lowered entrance to the facility Vehicle Replacements* $1.6 million Non-enterprise vehicle replacements 680 Fuel Station Renovation $450,000 Renovation and modernization of fuel station at 680 Calle Concordia facility The Capital Fund has a contingency of $2.5 million included in the Recommended Budget to ensure there is capacity to respond to any uncertainty and volatility of the construction market. Community Center Fund The Recommended Budget includes about $2.1 million in capital projects proposed in the Community Center Fund. The following are highlights of those capital projects. Further details on these and the rest of the projects can be found in the CIP section of the budget. Those that include carryover from the current budget are noted with an asterisk (*). Pusch Ridge Facility and Course Improvements $675,000 Golf course bridge repair; tennis bleacher replacement; ADA improvements; turf reduction Community Center Jacuzzi Restroom Conversion $300,000 Conversion of jacuzzi to outdoor accessible restroom at the Community Center Golf Equipment Replacement $230,000 Tractor and mower replacement Community Center Roof Surface Replacement* $223,000 Replacement of flat roofing material at the Community Center Vistoso Preserve Improvements $200,000 Site and safety improvements at the Vistoso Trails Nature Preserve The Community Center Fund also includes several necessary operating capital projects to address facility needs at the Community Center building. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget viii    Transportation and Drainage Infrastructure Investment in roadways and related infrastructure and equipment makes up a considerable portion of the CIP budget for FY 24/25. The Recommended Budget includes nearly $5.6 million in capital projects proposed in the Highway Fund to address these needs. The following are highlights of those capital projects. Further details on these and the rest of the projects can be found in the CIP section of the budget. Pavement Preservation Program $3.2 million Annual roadway treatments per the Town’s pavement preservation and management program La Cañada Mill/Overlay $1.3 million Mill and overlay of La Cañada from CDO Bridge to Lambert Lane Magee Road Mill/Overlay $591,000 Mill and overlay of Magee Road from Oracle Road to Northern Ave. Equipment Replacement $360,000 Replacement of heavy equipment dump trucks Bridge Maintenance Program $140,000 New annual bridge maintenance program to address non-structural needs of Town bridges Capital improvements for the Stormwater Utility Fund include rollover of the $365,000 Sierra Wash at Via Mandarina Drainage Improvement project, pending grant award, as well as $300,000 to address necessary drainage and pavement improvements at the Oro Valley Country Club. Water Utility The Recommended Budget includes $22.2 million for Water Utility capital projects. Of this amount, $17.2 million is for the partnered and independent portions of the NWRRDS project, as noted earlier. The Recommended Budget in the Water Utility Impact Fee fund also includes $2.2 million for expansion of the La Cañada booster station and $1 million to complete the equipping of the La Posada and Steam Pump Wells. Existing system capital improvements include booster, reservoir and well rehabilitations totaling $840,000. Further details on these and the rest of the projects can be found in the CIP section of the budget. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget ix    FINANCIAL OVERVIEW Below are two charts depicting the total FY 24/25 Recommended Budget of $156.4 million by category and fund.       Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget x    General Fund The General Fund budget totals $53.1 million (including contingency reserves of $2 million and excluding interfund transfers of $9.4 million), and overall is $2.3 million or 4.1% less than the current year budget of $55.4 million. The General Fund has a planned use of excess reserves to fund identified one-time projects and initiatives. The following are key revenue provisions included in the General Fund budget:  In total, FY 24/25 General Fund revenues are about $234,000 or 0.4% less than FY 23/24 budgeted General Fund revenues.  FY 24/25 local sales tax collections in the General Fund are $2.3 million or 8.8% higher than FY 23/24 budget figures, which is due largely to expected commercial construction projects and price inflation.  State-shared revenues are $2.4 million or 10.3% less than FY 23/24 amounts. These revenue sources are impacted by population figures, as well as state revenue collections and legislative actions. The decrease in FY 24/25 is due to the implementation of the flat 2.5% Arizona individual income tax.  Licenses and permit revenues are $44,000 or 2.6% less than the adopted FY 23/24 budget due to less residential building activity projected for the coming year.  Charges for Services are $238,000 or 7.4% less than the adopted FY 23/24 budget. Primary drivers for this decrease are decreased administrative support charges to the Water Utility Fund, and transit fare revenues. The following are key expenditure provisions included in the General Fund budget:  Budgeted personnel costs for FY 24/25 total $35.8 million. This figure includes step increases for sworn Police positions as well as a4.0% annual pay adjustment for all eligible Town positions.  Department O&M budgets increased about $1.2 million or 9.1%, a combination of increased prices for technology, water and sewage, travel & training, and insurance.  There is a budgeted transfer of $7.1 million to the Capital Fund. This amount reflects 5% of estimated General Fund sales tax collections, plus an additional $5.4 million, per Town policy. The estimated year-end reserve balance in the General Fund (excluding contingency) for FY 23/24 is $15.3 million or 33.8% of the expenditure budget. The Town’s adopted policy level is 30%. Water Utility Fund Revenues for the Water Utility Fund are estimated at $29.5 million, which is a $10.1 million or 52.5% increase from the adopted FY 23/24 budget due to an $8 million proposed debt issuance, as well as a projected increase in water sales and rates. Expenses for the Water Utility Fund are budgeted at $20.3 million, which is a $605,000, or 2.89% decrease from the adopted FY 23/24 budget. This decrease is primarily due to capital projects. Capital expenses are detailed in the CIP section of the Recommended Budget document. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget xi    10-Year Capital Improvement Program (CIP) Town Council financial policies require the development of a 10-year Capital Improvement Program, which is reviewed and modified every year based upon needs and projected funding. The full 10-year plan projects a need for $286.2 million in funding through FY 33/34. Total funding allocated to CIP projects for FY 24/25 is $45.8 million, $8.3 million of which is funding carried forward from the prior year for ongoing budgeted projects. Highlights of the 10-year CIP plan include $46.6 million for municipal facilities, vehicles and equipment, $29.6 million for Parks and Recreation related amenities, $32.4 million for the Water Utility NWRRDS project, $36.1 million in continued pavement management and preservation, $77 million for various road widening projects, and $42.6 million for road reconstruction and/or improvements. Additional details regarding CIP projects and project funding are included in the CIP section. CONCLUSION This Recommended Budget document is a direct reflection of the efforts and many hours contributed by staff from all Town departments, as well as input from the Town Council and residents. There was significant cross- departmental collaboration that occurred to work towards building a Recommended Budget that strives to meet community and organizational needs, while also bearing in mind the resource challenges we face. It is this exceptional collaboration and effort from our staff and the support of our Executive Leadership Team that have assisted me in putting together a Recommended Budget that hopefully reflects the desires and expectations of the Town Council and Oro Valley community. I especially want to recognize my budget team for their extraordinary work and countless hours in preparing the budget: Senior Budget Analyst Christopher Hutchison, Deputy Finance Director Wendy Gomez, Chief Financial Officer David Gephart, Deputy Town Manager Chris Cornelison and Assistant to the Town Manager Karl Shaddock. Respectfully submitted, Jeff Wilkins Town Manager Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget Beginning Fund Balance Revenue TransfersIn Personnel O&M Capital Debt Service Contingency* Total Budget Appropriation** TransfersOut Ending Fund Balance General Fund20,560,928 57,254,258 - 35,831,937 14,602,779 680,400 - 2,000,000 53,115,116 9,403,341 15,296,729 Special Revenue FundsHighway Fund447,378 4,485,805 4,000,000 1,334,281 1,281,505 5,481,000 - 200,000 8,296,786 - 636,397 Grants & Contributions162,207 5,441,266 2,506,823 - 670,950 7,048,739 - 200,000 7,919,689 - 190,608 Seizures & Forfeitures 275,195 105,000 - - 100,000 - - 280,195 380,195 - - Community Center Fund1,562,409 10,685,399 - 1,167,368 5,993,655 2,177,500 222,945 500,000 10,061,468 1,717,149 469,191 Debt Service FundsMunicipal Debt Svc Fund392,301 254,975 3,900,379 - 10,000 - 4,020,354 100,000 4,130,354 - 417,301 Capital Project FundsCapital Fund15,791,905 2,396,872 7,139,787 - - 8,041,340 - 2,500,000 10,541,340 6,381,448 8,405,776 WRSDIF Fund14,091,046 13,545,841 6,860,000 - 162,000 20,385,440 55,711 12,000,000 32,603,151 - 1,893,736 TWDIF Fund2,471,864 268,027 - - - 100,000 - 300,000 400,000 - 2,339,890 PAG/RTA Fund462,897 95,125 - - - 50,000 - 120,000 170,000 - 388,022 Parks & Rec Impact Fee Fund 155,640 175,464 - - - -- 185,000 185,000 - 146,104 Police Impact Fee Fund58,474 44,385 - - - -- 50,000 50,000 42,718 10,141 Rec In Lieu Fee Fund17,716 500 - - - -- 18,216 18,216 - - Internal Service FundsBenefit Self Insurance Fund 2,821,346 4,746,753 - - 4,746,753 - - 500,000 5,246,753 - 2,321,346 Enterprise FundsWater Utility Fund8,448,111 29,524,000 - 3,964,140 11,198,284 1,785,330 3,391,568 500,000 20,839,322 6,862,333 10,270,456 Stormwater Utility Fund1,003,379 1,747,500 - 1,018,856 425,834 735,000 - 250,000 2,429,690 - 321,189 68,722,796 130,771,170 24,406,989 43,316,582 39,191,760 46,484,749 7,690,578 19,703,411 156,387,080 24,406,989 43,106,885 Total Budget Appropriation**SOURCESUSESFund Balance ReportFY 2024/25 RECOMMENDED BUDGET* Per Town budgetary and financial policy 1-1-4.0, the budget shall include contingency appropriation to provide for unanticipated increases in service delivery costs, emergencies, and needs thatmay arise through the fiscal year. The contingency appropriation, except Seizures and Forfeitures Funds, may only be expended upon Town Council approval. ** Excludes transfers out and assumes the use of all contingency reserves. Does not include non-cash outlays for depreciation or amortization. $156,387,080Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget1 Fiscal Year 2024/25 Special Capital Internal General Revenue Enterprise Project Service Debt Service 2024-2025 Fund Funds Funds Funds Fund Funds Total Revenues and Other Sources Taxes 28,708,825$ 3,879,440$ -$ -$ -$ -$ 32,588,265$ Licenses and Permits 1,673,022 25,000 - - - - 1,698,022 Fines 55,000 - - - - - 55,000 Water Sales -- 18,000,000 - - - 18,000,000 Charges for Services 2,966,467 6,630,227 4,942,500 28,125 - - 14,567,319 State Shared Revenue 20,580,407 4,307,805 - - - - 24,888,212 Intergovernmental 1,981,555 - - - - - 1,981,555 Grants 659,982 4,890,266 210,000 1,017,000 - 19,975 6,797,223 Seizures & Forfeitures -100,000 - - - -100,000 Impact Fees --- 1,705,366 - -1,705,366 Interest Income 400,000 196,682 119,000 727,232 - 135,000 1,577,915 Miscellaneous 229,000 688,050 - 1,048,490 4,746,753 100,000 6,812,293 Other Financing Sources -6,506,823 8,000,000 25,999,787 - 3,900,379 44,406,989 Total 57,254,258$ 27,224,293$ 31,271,500$ 30,526,000$ 4,746,753$ 4,155,354$ 155,178,158$ Expenditures and Other Uses General Government Town Council 241,105$ -$ -$ -$ -$ -$ 241,105$ Town Manager's Office 1,742,972 - - - - - 1,742,972 Clerk 564,966 - - - - - 564,966 Human Resources 764,022 - - - - - 764,022 Finance 867,790 - - - - - 867,790 Information Technology 6,007,794 - - - - - 6,007,794 Legal 1,175,996 - - - - - 1,175,996 Town Court 1,115,210 - - - - - 1,115,210 Non Departmental 3,048,603 600,000 - 50,000 4,746,753 10,000 8,455,356 Debt Service -222,945 - -- 4,020,354 4,243,299 Capital Fund Projects --- 7,991,340 - - 7,991,340 Comm. & Econ Dev.4,289,335 - - - - - 4,289,335 Parks & Recreation 4,782,961 13,338,523 - - - - 18,121,484 Police 19,567,784 662,450 - - - - 20,230,234 Public Works 6,946,578 10,654,025 2,179,690 - - - 19,780,293 Water Utility -- 16,947,754 20,547,440 - - 37,495,194 Water Utility Debt Service Principal -- 3,116,988 53,166 - -3,170,154 Interest -- 274,580 2,545 - -277,125 Roadway Improvements -- - 150,000 - - 150,000 Other Financing Uses 9,403,341 1,717,149 6,862,333 6,424,166 - - 24,406,989 Total 60,518,457$ 27,195,092$ 29,381,345$ 35,218,657$ 4,746,753$ 4,030,354$ 161,090,658$ Increase/(Decrease)(3,264,199) 29,202 1,890,155 (4,692,657) - 125,000 (5,912,499) Beginning Fund Balance 20,560,928$ 2,447,190$ 9,451,490$ 33,049,541$ 2,821,346$ 392,301$ 68,722,796$ Ending Fund Balance 17,296,729$ 2,476,391$ 11,341,645$ 28,356,884$ 2,821,346$ 517,301$ 62,810,296$ (1) The General Fund is planned to decrease by $3,264,199 due to a $7.1 million transfer of fund balance to the Capital Fund. (2) Special Revenue Funds are planned to increase by $29,202 for planned capital projects. (3) Enterprise Funds are planned to increase by $1,890,155 due to a proposed $8 million debt issuance for capital projects. (4) Capital Project Funds are planned to decrease by $4,692,657 due to one-time capital projects and equipment. (5) The Debt Service Funds are planned to increase by $125,000 due to interest income. Fund Balances This table depicts the estimated beginning fund balance at July 1, 2024, the budgeted revenues and expenditures for FY 2024/25 and the projected ending fund balance at June 30, 2025. (1)(2)(3)(4)(5) Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 2 FY 2022 FY 2023 FY 2024 FY 2025 % Fund/Department Actual Actual Budget Budget to Budget General Fund Clerk 375,414 428,729 419,897 564,966 34.5% Community & Economic Development 2,902,055 3,148,683 3,882,445 4,289,335 10.5% Council 192,014 197,987 209,203 241,105 15.2% Finance 936,561 888,629 850,456 867,790 2.0% Non-Departmental 12,922,034 3,173,309 2,555,536 3,048,603 19.3% Human Resources 480,631 545,050 590,520 764,022 29.4% Information Technology 3,992,280 4,513,489 6,271,309 6,007,794 -4.2% Legal 894,601 1,030,534 1,132,503 1,175,996 3.8% Parks and Recreation 3,460,952 3,858,974 4,664,040 4,782,961 2.5% Police 17,531,660 19,768,568 20,410,591 19,567,784 -4.1% Public Works 5,580,572 5,889,330 6,763,736 6,946,578 2.7% Town Court 861,186 965,089 1,010,662 1,115,210 10.3% Town Manager's Office 1,074,627 1,354,290 1,638,716 1,742,972 6.4% Subtotal 51,204,588 45,762,660 50,399,614 51,115,116 1.4% Special Revenue Funds Highway User Revenue Fund 4,035,539 4,662,246 6,468,791 8,096,786 25.2% Grants & Contributions Fund 90,575 2,286,422 4,269,152 7,719,689 80.8% Community Center Fund 6,005,895 8,336,242 8,440,482 9,561,468 13.3% Seizures & Forfeitures Funds 130,961 61,953 100,000 100,000 0.0% Subtotal 10,262,969 15,346,863 19,278,425 25,477,943 32.2% Debt Service Funds Municipal Debt Service Fund 19,499,044 4,339,807 4,037,854 4,030,354 -0.2% Subtotal 19,499,044 4,339,807 4,037,854 4,030,354 -0.2% Capital Project Funds Parks and Recreation Impact Fee Fund -1,948 603,000 --100.0% Police Impact Fee Fund -557 857 --100.0% Capital Fund 10,191,746 19,047,284 23,376,156 8,041,340 -65.6% Water Resources Dev. Impact Fee 1,609,040 2,946,082 12,203,300 20,603,151 68.8% PAG/RTA Fund 458,866 700,195 468,000 50,000 -89.3% Roadway Impact Fee Fund 292,425 4,175 6,429 100,000 1455.5% Subtotal 12,552,077 22,700,241 36,657,742 28,794,491 -21.5% Enterprise Funds Water Utility 18,444,270 14,932,772 20,931,834 20,339,322 -2.8% Stormwater Utility 1,124,429 1,771,621 1,822,461 2,179,690 19.6% Subtotal 19,568,698 16,704,392 22,754,295 22,519,012 -1.0% Internal Service Funds Benefit Self Insurance 3,269,744 4,526,575 4,289,851 4,746,753 10.7% Subtotal 3,269,744 4,526,575 4,289,851 4,746,753 10.7% Total Expenditures - All Funds 116,357,121$ 109,380,539$ 137,417,781$ 136,683,669$ -0.5% Note: Does not include depreciation, amortization, interfund transfers or contingency amounts Expenditure Schedule by Fund Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 3 Fiscal Year 2024/25 General Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Local Taxes 26,398,318 27,419,438 28,708,825 2,310,507 8.8% Licenses and Permits 1,717,118 1,920,582 1,673,022 (44,096) -2.6% Federal Grants 582,415 596,765 509,415 (73,000) -12.5% State Grants 75,000 147,486 150,567 75,567 100.8% State Shared Revenues 22,953,222 22,911,519 20,580,407 (2,372,815) -10.3% Intergovernmental 1,869,500 1,869,500 1,981,555 112,055 6.0% Charges for Services 3,204,246 2,863,987 2,966,467 (237,779) -7.4% Fines 125,000 55,000 55,000 (70,000) -56.0% Interest Income 300,000 500,000 400,000 100,000 33.3% Miscellaneous 263,000 546,480 229,000 (34,000) -12.9% Total 57,487,819$ 58,830,757$ 57,254,258$ (233,561)$ -0.4% Expenditures and Other Uses Personnel 35,652,260 35,007,347 35,831,937 179,677 0.5% Operations & Maintenance 13,386,754 13,443,775 14,602,779 1,216,025 9.1% Capital Outlay 1,360,600 1,342,555 680,400 (680,200) -50.0% Transfer to Capital Fund 10,000,000 10,000,000 7,139,787 (2,860,213) -28.6% Transfer to Grants Fund 138,000 138,000 125,375 (12,625) -9.1% Transfer to Debt Service Fund 2,136,644 2,136,644 2,138,179 1,535 0.1% Total 62,674,258$ 62,068,321$ 60,518,457$ (2,155,801)$ -3.4% Increase/(Decrease)(5,186,439)$ (3,237,564)$ (3,264,199)$ Beginning Fund Balance 20,560,928 Ending Fund Balance 17,296,729 30% Coverage 15,334,535 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 4 Fiscal Year 2024/25 Highway Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Licenses and Permits 25,000 25,000 25,000 - 0.0% State Shared Revenues 4,334,608 4,334,608 4,307,805 (26,803) -0.6% Interest Income 70,000 150,000 150,000 80,000 114.3% Miscellaneous 3,000 15,625 3,000 - 0.0% Transfer from Capital Fund 1,500,000 1,500,000 4,000,000 2,500,000 166.7% Total 5,932,608$ 6,025,233$ 8,485,805$ 2,553,197$ 43.0% Expenditures and Other Uses Personnel 1,262,861 1,257,857 1,334,281 71,420 5.7% Operations & Maintenance 1,003,930 1,003,930 1,281,505 277,575 27.6% Capital Outlay 4,202,000 4,195,000 5,481,000 1,279,000 30.4% Total 6,468,791$ 6,456,787$ 8,096,786$ 1,627,995$ 25.2% Increase/(Decrease)(536,183)$ (431,554)$ 389,019$ Beginning Fund Balance 447,378$ Ending Fund Balance 836,397$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 5 Fiscal Year 2024/25 Grants & Contributions Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Federal Grants 2,604,300 1,100,300 4,036,866 1,432,566 55.0% State Grants 223,400 223,400 853,400 630,000 282.0% Interest Income 25,000 25,000 25,000 - 0.0% Miscellaneous 560,000 13,000 526,000 (34,000) -6.1% Transfer from General Fund 138,000 138,000 125,375 (12,625) -9.1% Transfer from Capital Fund - - 2,381,448 2,381,448 0.0% Total 3,550,700$ 1,499,700$ 7,948,089$ 4,397,389$ 123.8% Expenditures and Other Uses Operations & Maintenance 1,044,400 1,044,400 670,950 (373,450) -35.8% Capital Outlay 3,224,752 2,594,752 7,048,739 3,823,987 118.6% Total 4,269,152$ 3,639,152$ 7,719,689$ 3,450,537$ 80.8% Increase/(Decrease)(718,452)$ (2,139,452)$ 228,400$ Beginning Fund Balance 162,207$ Ending Fund Balance 390,608$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 6 Fiscal Year 2024/25 Seizures & Forfeitures Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Seizures and Forfeitures 100,000 100,000 100,000 - 0.0% Interest Income 3,000 10,000 5,000 2,000 66.7% Total 103,000$ 110,000$ 105,000$ 2,000$ 1.9% Expenditures and Other Uses Operations & Maintenance 100,000 35,000 100,000 - 0.0% Total 100,000$ 35,000$ 100,000$ -$0.0% Increase/(Decrease)3,000$ 75,000$ 5,000$ Beginning Fund Balance 275,195$ Ending Fund Balance 280,195$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 7 Fiscal Year 2024/25 Community Center Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Local Sales Tax 3,726,016 3,803,267 3,879,440 153,424 4.1% Charges for Services 5,785,386 6,563,012 6,630,227 844,841 14.6% Interest Income 35,000 35,000 16,682 (18,318) -52.3% Miscellaneous 162,050 159,050 159,050 (3,000) -1.9% Total 9,708,452$ 10,560,329$ 10,685,399$ 976,947$ 10.1% Expenditures and Other Uses Personnel 1,114,639 1,187,609 1,167,368 52,729 4.7% Operations & Maintenance 5,294,659 5,610,959 5,993,655 698,996 13.2% Debt Service 210,684 210,684 222,945 12,261 5.8% Capital Outlay 1,820,500 1,279,698 2,177,500 357,000 19.6% Transfer to Debt Service Fund 1,717,203 1,717,203 1,717,149 (54) 0.0% Total 10,157,685$ 10,006,153$ 11,278,617$ 1,120,932$ 11.0% Increase/(Decrease)(449,233)$ 554,176$ (593,218)$ Beginning Fund Balance 1,562,409$ Ending Fund Balance 969,191$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 8 Fiscal Year 2024/25 Municipal Debt Service Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Federal Subsidy 25,146 25,146 19,975 (5,171) -20.6% Interest Income 60,000 135,000 135,000 75,000 125.0% Miscellaneous 100,000 93,082 100,000 - 0.0% Transfer from General Fund 2,136,644 2,136,644 2,138,179 1,535 0.1% Transfer from Police Impact Fee Fund 46,553 46,553 42,718 (3,835) -8.2% Transfer from Comm Center Fund 1,717,203 1,717,203 1,717,149 (54) 0.0% Transfer from Water Utility Fund 2,308 2,308 2,333 25 1.1% Total 4,087,854$ 4,155,936$ 4,155,354$ 67,500$ 1.7% Expenditures and Other Uses Operations & Maintenance 10,000 9,500 10,000 - 0.0% Debt Service 4,027,854 4,027,854 4,020,354 (7,500) -0.2% Total 4,037,854$ 4,037,354$ 4,030,354$ (7,500)$ -0.2% Increase/(Decrease)50,000$ 118,582$ 125,000$ Beginning Fund Balance 392,301$ Ending Fund Balance 517,301$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 9 Fiscal Year 2024/25 Capital Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources State Grants 620,000 620,000 1,000,000 380,000 61.3% Interest Income 100,000 500,000 348,382 248,382 248.4% Miscellaneous 115,000 140,000 115,000 - 0.0% Vehicle Reserves 892,540 892,540 933,490 40,950 4.6% Transfer from General Fund 10,000,000 10,000,000 7,139,787 (2,860,213) -28.6% Total 11,727,540$ 12,152,540$ 9,536,659$ (2,190,881)$ -18.7% Expenditures and Other Uses Personnel 254,765 254,765 - (254,765) -100.0% Operations & Maintenance - 2,500 - - 0.0% Capital Outlay 23,121,391 19,153,657 8,041,340 (15,080,051) -65.2% Transfer to Grants Fund - - 2,381,448 2,381,448 0.0% Transfer to Highway Fund 1,500,000 1,500,000 4,000,000 2,500,000 166.7% Total 24,876,156$ 20,910,922$ 14,422,788$ (10,453,368)$ -42.0% Increase/(Decrease)(13,148,616)$ (8,758,382)$ (4,886,129)$ Beginning Fund Balance 15,791,905 Ending Fund Balance 10,905,776$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 10 Fiscal Year 2024/25 Water Resource and System Development Impact Fee Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Impact Fees 903,349 1,854,066 1,270,841 367,492 40.7% Interest Income 150,000 275,000 275,000 125,000 83.3% Bond Issuance - - 12,000,000 Transfer From Water Utility Fund 2,880,000 2,880,000 6,860,000 3,980,000 138.2% Total 3,933,349$ 5,009,066$ 20,405,841$ 16,472,492$ 418.8% Expenditures and Other Uses Operations & Maintenance 178,714 178,714 162,000 (16,714) -9.4% Debt Service 74,586 74,586 55,711 (18,875) -25.3% Capital Outlay 11,950,000 9,084,560 20,385,440 8,435,440 70.6% Total 12,203,300$ 9,337,860$ 20,603,151$ 8,399,851$ 68.8% Increase/(Decrease)(8,269,951)$ (4,328,794)$ (197,310)$ Beginning Fund Balance 14,091,046$ Ending Fund Balance 13,893,736$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 11 Fiscal Year 2024/25 Townwide Roadway Development Impact Fee Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Impact Fees 286,810 245,680 230,027 (56,783) -19.8% Interest Income 15,000 38,000 38,000 23,000 153.3% Total 301,810$ 283,680$ 268,027$ (33,783)$ -11.2% Expenditures and Other Uses Operations & Maintenance 6,429 370 - (6,429) -100.0% Capital Outlay - - 100,000 100,000 0.0% Total 6,429$ 370$ 100,000$ 93,571$ 1455.5% Increase/(Decrease)295,381$ 283,310$ 168,027$ Beginning Fund Balance 2,471,864$ Ending Fund Balance 2,639,890$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 12 Fiscal Year 2024/25 PAG/RTA Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources State Grants 30,000 30,000 17,000 (13,000) -43.3% Charges for Services 28,125 28,125 28,125 - 0.0% Interest Income 7,000 65,000 50,000 43,000 614.3% Total 65,125$ 123,125$ 95,125$ 30,000$ 46.1% Expenditures and Other Uses Operations & Maintenance 30,000 30,000 - (30,000) -100.0% Capital Outlay 438,000 438,235 50,000 (388,000) -88.6% Total 468,000$ 468,235$ 50,000$ (418,000)$ -89.3% Increase/(Decrease)(402,875) (345,110) 45,125 Beginning Fund Balance 462,897$ Ending Fund Balance 508,022$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 13 Fiscal Year 2024/25 Parks and Recreation Impact Fee Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Impact Fees 133,280 72,000 160,464 27,184 20.4% Interest Income 4,500 15,000 15,000 10,500 233.3% Total 137,780$ 87,000$ 175,464$ 37,684$ 27.4% Expenditures and Other Uses Operations & Maintenance 3,000 3,000 - (3,000) -100.0% Capital Outlay 600,000 600,000 - (600,000) -100.0% Total 603,000$ 603,000$ -$ (603,000)$ -100.0% Increase/(Decrease)(465,220)$ (516,000)$ 175,464$ Beginning Fund Balance 155,640$ Ending Fund Balance 331,104$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 14 Fiscal Year 2024/25 Police Impact Fee Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Impact Fees 39,034 40,000 44,035 5,001 12.8% Interest Income 200 350 350 150 75.0% Total 39,234$ 40,350$ 44,385$ 5,151$ 13.1% Expenditures and Other Uses Operations & Maintenance 857 50 - (857) -100.0% Transfer to Debt Service Fund 46,553 46,553 42,718 (3,835) -8.2% Total 47,410$ 46,603$ 42,718$ (4,692)$ -9.9% Increase/(Decrease)(8,176)$ (6,253)$ 1,667$ Beginning Fund Balance 58,474$ Ending Fund Balance 60,141$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 15 Fiscal Year 2024/25 Recreation In Lieu Fee Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Charges for Services - - - - 0.0% Interest Income 100 500 500 400 400.0% Miscellaneous - - - - 0.0% Total 100$ 500$ 500$ 400$ 400.0% Expenditures and Other Uses Capital Outlay - - - - 0.0% Total -$ -$ -$ -$ 0.0% Increase/(Decrease)100$ 500$ 500$ Beginning Fund Balance 17,716 Ending Fund Balance 18,216$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 16 Fiscal Year 2024/25 Benefit Self Insurance Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Self Ins Premiums - Employer 2,886,798 3,071,774 3,500,853 614,055 21.3% Self Ins Premiums - Employee 699,492 587,723 676,368 (23,124) -3.3% COBRA Premiums 68,000 60,179 67,401 (599) -0.9% Retiree Premiums 46,000 52,830 59,170 13,170 28.6% Interest Income 25,000 50,000 50,000 25,000 100.0% Miscellaneous 564,561 426,025 392,961 (171,600) -30.4% Total 4,289,851$ 4,248,531$ 4,746,753$ 456,902$ 10.7% Expenditures and Other Uses Outside Professional Services 934,450 973,042 1,080,561 146,111 15.6% Wellness Program 40,000 29,080 173,000 133,000 332.5% Claim Settlement 3,315,401 3,320,928 3,493,192 177,791 5.4% Total 4,289,851$ 4,323,050$ 4,746,753$ 456,902$ 10.7% Increase/(Decrease) - (74,520) -$ Beginning Fund Balance 2,821,346$ Ending Fund Balance 2,821,346$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 17 Fiscal Year 2024/25 Water Utility Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Charges for Services 3,200,500 3,227,028 3,424,000 223,500 7.0% Interest Income 100,000 205,000 100,000 - 0.0% Miscellaneous - 38,751 - - 0.0% Water Sales 16,060,000 16,000,000 18,000,000 1,940,000 12.1% Loan Proceeds - - 8,000,000 8,000,000 0.0% Total 19,360,500$ 19,470,779$ 29,524,000$ 10,163,500$ 52.5% Expenses and Other Uses Personnel 3,870,809 3,682,783 3,964,140 93,331 2.4% Operations & Maintenance 11,176,793 11,000,000 11,198,284 21,491 0.2% Capital Outlay 2,239,792 2,106,908 1,785,330 (454,462) -20.3% Debt Service 3,644,440 3,644,440 3,391,568 (252,872) -6.9% Transfer to Debt Service Fund 2,308 2,308 2,333 25 1.1% Transfer to Impact Fee Fund 2,880,000 2,880,000 6,860,000 3,980,000 138.2% Cash Total * 23,814,142$ 23,316,439$ 27,201,655$ 3,387,513$ 14.2% Increase/(Decrease)(4,453,642)$ (3,845,660)$ 2,322,345$ Beginning Fund Balance 8,448,111 Ending Fund Balance 10,770,456$ * Total expenses less non-cash outlays for depreciation & amortization Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 18 Fiscal Year 2024/25 Stormwater Utility Fund Fund Summary FY 2024 FY 2024 FY 2025 Variance with Variance with Budget Projected Budget Budget ($) Budget (%) Revenues and Other Sources Federal Grants 210,000 - 210,000 - 0.0% Charges for Services 1,501,500 1,522,983 1,518,500 17,000 1.1% Interest Income 10,000 19,000 19,000 9,000 90.0% Total 1,721,500$ 1,541,983$ 1,747,500$ 26,000$ 1.5% Expenses and Other Uses Personnel 947,302 951,557 1,018,856 71,554 7.6% Operations & Maintenance 369,159 369,159 425,834 56,675 15.4% Capital Outlay 506,000 141,000 735,000 229,000 45.3% Cash Total *1,822,461$ 1,461,716$ 2,179,690$ 357,229$ 19.6% Increase/(Decrease)(100,961)$ 80,267$ (432,190)$ Beginning Fund Balance 1,003,379 Ending Fund Balance 571,189$ * Total expenses less non-cash outlays for depreciation & amortization Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 19 Revenue for FY 24/25 is forecasted to total $130,771,170. In comparison to the FY 23/24 budget, revenue is projected to increase by approximately $26.7 million, or 25.7%. This increase is mainly attributable to the Water Utility proposing to issue debt totaling $20,000,000 in FY 24/25 to fund water infrastructure projects, as well as due to local sales tax, water sales, and grants. Revenues remain difficult to forecast due to the many uncertainties that still exist in the national economy and high inflation. With that in mind, projections remain conservative while still attempting to be as accurate as possible. The Town expects a mild recession in the U.S. economy and low growth in the Arizona economy over the next fiscal year. Revenues related to consumer spending are expected to see modest growth for FY 24/25. Local sales tax revenues are expected to increase by $2.5 million, or 8.2% when compared to FY 23/24. The bulk of these increases are anticipated in the contracting, remote seller, and utilities categories. Revenues associated with commercial development are projected to increase in the upcoming fiscal year based on the expected timing of known projects. Overall, state shared revenues are anticipated to decrease approximately $2.4 million or 8.8% compared to the prior fiscal year, offsetting almost all the expected gains in local sales tax. State shared income tax revenues are expected to decrease 19.3%, state sales tax revenues are expected to increase 2.1%, highway user fund revenues are forecasted to decrease slightly at 0.6%, and vehicle license tax is expected to decrease 2% over the prior year. The decrease in state shared income tax revenues is due to implementation of the 2.5% individual flat tax. Depending on the revenue source, estimates are based on susceptibility to economic factors, current performance, economic drivers and indicators, information received from State reports and other sources. Refer to the Revenue Schedule by Fund for detailed changes in revenue from year to year. Revenue Summary Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 20 Revenue Schedule by Fund Actual Actual Adopted Forecast Proposed % Major Revenue Accounts FY 2022 FY 2023 FY 2024 FY 2024 FY 2025 to Budget General Fund Local Sales Tax: Local Sales Tax 27,048,414 27,213,164 25,633,318 26,696,408 27,993,025 9.2% Cable Franchise Fees 756,388 763,311 765,000 723,030 715,800 -6.4% Total Local Sales Tax 27,804,802 27,976,475 26,398,318 27,419,438 28,708,825 8.8% License & Permit Fees: Business Licenses & Permits 211,085 206,005 205,000 200,000 200,200 -2.3% Residential Building Permits 1,414,601 1,085,416 1,090,118 1,210,582 951,806 -12.7% Commercial Building Permits 594,623 1,042,431 250,000 350,000 360,856 44.3% Sign Permits 24,925 25,557 20,000 20,000 20,020 0.1% Special Inspection Fees 10,230 12,936 8,000 10,000 10,010 25.1% Grading Permit Fees 59,337 115,994 65,000 25,000 25,025 -61.5% Road Permits (50) - - - - 0.0% Floodplain Use Permits 2,235 7,030 4,000 25,000 25,025 525.6% Fire Permits & Fees 73,094 147,644 75,000 80,000 80,080 6.8% Total License & Permit Fees 2,390,080 2,643,013 1,717,118 1,920,582 1,673,022 -2.6% Federal Grants: DEA Overtime Reimbursement 28,045 21,992 41,415 25,000 41,415 0.0% Miscellaneous Federal Grants 5,592,372 146,300 - 20,765 - 0.0% HIDTA-DEA 96,218 116,200 90,000 100,000 40,000 -55.6% GOHS 42,101 80,339 71,000 71,000 48,000 -32.4% Homeland Security 177,764 214,844 380,000 380,000 380,000 0.0% Total Federal Grants 5,936,500 579,259 582,415 596,765 509,415 -12.5% State Grants: School Resource Officers - - - 72,486 75,567 0.0% Misc State Grants 69,413 74,267 75,000 75,000 75,000 0.0% Total State Grants 69,413 74,267 75,000 147,486 150,567 100.8% State/County Shared: State Income 6,174,401 9,082,721 12,839,525 12,779,535 10,357,064 -19.3% State Sales 6,637,079 7,077,517 7,207,659 7,411,231 7,358,086 2.1% Vehicle License Tax 2,270,326 2,421,489 2,582,388 2,428,421 2,530,630 -2.0% Smart & Safe 235,954 271,786 323,650 292,332 334,627 3.4% Opioid Settlement - 116,120 - - - 0.0% Total State/County Shared 15,317,760 18,969,633 22,953,222 22,911,519 20,580,407 -10.3% Other Intergovernmental: School Resource Officers 61,209 65,000 90,000 90,000 90,000 0.0% RTA Reimbursements 1,518,846 1,778,249 1,774,000 1,774,000 1,886,000 6.3% PCLD Reimbursements 6,178 14,272 5,500 5,500 5,555 1.0% Animal Control Revenues 88,586 - - - - 0.0% Total Other Intergovernmental 1,674,819 1,857,521 1,869,500 1,869,500 1,981,555 6.0% Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 21 Revenue Schedule by Fund Actual Actual Adopted Forecast Proposed % Major Revenue Accounts FY 2022 FY 2023 FY 2024 FY 2024 FY 2025 to Budget Charges for Services: Court Costs 157,338 132,872 135,000 105,000 135,000 0.0% Public Defender Fees 200 - 2,400 - - -100.0% Zoning & Subdivision Fees 83,601 80,064 65,000 45,000 65,000 0.0% User Fees - Swimming Pool 545,171 437,575 466,000 513,141 512,340 9.9% User Fees - Fields & Courts 149,438 173,685 186,840 192,843 193,000 3.3% User Fees - Miscellaneous 201,057 231,893 144,000 142,000 151,000 4.9% Copy Services 227 - 350 - - -100.0% General Government Other 1,833 700 800 300 300 -62.5% Police Report Copying 6,519 7,052 6,500 7,100 7,100 9.2% Police Other 4,114 14,442 5,000 9,000 5,000 0.0% Engineer Plan Review Fees 20,750 25,765 51,000 27,000 27,000 -47.1% Farebox (1,676) (1,407) 40,000 (300) - -100.0% Administrative Services 1,284,684 1,648,966 1,897,065 1,653,935 1,701,759 -10.3% Real Property Rental Income 104,136 107,195 101,223 105,980 105,980 4.7% Maps 50 200 80 100 100 25.0% Impound Processing 18,925 17,850 19,000 15,000 15,000 -21.1% Pawn Slips - 300 300 300 300 0.0% Police Fingerprinting 9,670 9,970 9,000 9,600 9,600 6.7% Concession Sales 353 279 - 300 300 0.0% Public Record Request Fees 1,412 1,679 1,400 1,400 1,400 0.0% Court Security Fee 58,759 20,000 57,000 20,000 20,000 -64.9% Public Art In Lieu Fees - - 16,288 16,288 16,288 0.0% Facility Maintenance Services 12,291 - - - - 0.0% Total Charges for Services 2,658,852 2,909,080 3,204,246 2,863,987 2,966,467 -7.4% Fines: Fines 132,636 84,454 125,000 55,000 55,000 -56.0% Total Fines 132,636 84,454 125,000 55,000 55,000 -56.0% Interest Income: Interest - Investments 171,735 283,263 300,000 500,000 400,000 33.3% Total Interest Income 171,735 283,263 300,000 500,000 400,000 33.3% Miscellaneous: Donations 6,825 1,641,102 - - - 0.0% Miscellaneous 27,655 343,107 15,000 305,851 20,000 33.3% Special Events 1,740 7,225 4,000 31,500 4,000 0.0% Insurance Recoveries - - - 8,910 - 0.0% In-Lieu Income 224,391 238,318 234,000 200,000 200,000 -14.5% Sale of Assets 8,731 16,924 10,000 219 5,000 -50.0% Total Miscellaneous 269,342 2,246,676 263,000 546,480 229,000 -12.9% TOTAL GENERAL FUND 56,425,939 57,623,641 57,487,819 58,830,757 57,254,258 -0.4% Highway Fund License & Permit Fees: Road Permits 28,838 27,565 25,000 25,000 25,000 0.0% Total License & Permit Fees 28,838 27,565 25,000 25,000 25,000 0.0% State/County Shared: Highway User 3,979,751 4,129,268 4,334,608 4,334,608 4,307,805 -0.6% Total State/County Shared 3,979,751 4,129,268 4,334,608 4,334,608 4,307,805 -0.6% Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 22 Revenue Schedule by Fund Actual Actual Adopted Forecast Proposed % Major Revenue Accounts FY 2022 FY 2023 FY 2024 FY 2024 FY 2025 to Budget Interest Income: Interest - Investments 12,557 174,391 70,000 150,000 150,000 114.3% Total Interest Income 12,557 174,391 70,000 150,000 150,000 114.3% Miscellaneous: Miscellaneous 102 5,925 2,000 2,000 2,000 0.0% Insurance Recoveries 7,158 1,881 1,000 13,625 1,000 0.0% Total Miscellaneous 7,260 7,806 3,000 15,625 3,000 0.0% TOTAL HIGHWAY FUND 4,028,406 4,339,030 4,432,608 4,525,233 4,485,805 1.2% Grants & Contributions Fund Federal Grants: 2,204,800 GOHS 94,730 14,034 127,000 127,000 174,000 37.0% Miscellaneous Federal Grants 1,150 3,631,034 2,463,800 959,800 3,620,366 46.9% Homeland Security 105,207 50,000 13,500 13,500 242,500 1696.3% Total Federal Grants 201,087 3,695,068 2,604,300 1,100,300 4,036,866 55.0% State Grants: Miscellaneous State Grants - 19,867 123,400 123,400 753,400 510.5% Opioid Settlement - - 100,000 100,000 100,000 0.0% Total State Grants - 19,867 223,400 223,400 853,400 282.0% Interest Income: Interest - Investments 123 53,863 25,000 25,000 25,000 0.0% Total Interest Income 123 53,863 25,000 25,000 25,000 0.0% Miscellaneous: Donations - - 13,000 13,000 26,000 100.0% Miscellaneous - - 547,000 - 500,000 -8.6% Total Miscellaneous - - 560,000 13,000 526,000 -6.1% TOTAL GRANTS & CONTRIBUTIONS FUND 201,210 3,768,798 3,412,700 1,361,700 5,441,266 59.4% Seizures & Forfeitures Funds Interest Income: Interest - Investments 1,422 8,105 3,000 10,000 5,000 66.7% Total Interest Income 1,422 8,105 3,000 10,000 5,000 66.7% Miscellaneous: Forfeitures 100,592 46,177 100,000 100,000 100,000 0.0% Total Miscellaneous 100,592 46,177 100,000 100,000 100,000 0.0% TOTAL SEIZURES & FORFEITURES FUNDS 102,014 54,282 103,000 110,000 105,000 1.9% Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 23 Revenue Schedule by Fund Actual Actual Adopted Forecast Proposed % Major Revenue Accounts FY 2022 FY 2023 FY 2024 FY 2024 FY 2025 to Budget Community Center Fund Local Sales Tax: Local Sales Tax 3,535,507 3,713,654 3,726,016 3,803,267 3,879,440 4.1% Total Local Sales Tax 3,535,507 3,713,654 3,726,016 3,803,267 3,879,440 4.1% Charges for Services: User Fees - Daily Drop-In 52,777 57,289 50,500 76,000 76,000 50.5% User Fees - Member Dues 672,816 732,111 660,000 823,800 832,038 26.1% User Fees - Recreation Programs 410,986 397,573 380,000 385,000 388,850 2.3% Rental Income 101,660 116,827 85,300 89,174 89,164 4.5% Concession Sales 143 103 100 130 100 0.0% Management Contract Revenues 4,726,345 4,996,327 4,609,486 5,183,890 5,240,575 13.7% Total Charges for Services 5,964,727 6,300,230 5,785,386 6,557,994 6,626,727 14.5% Interest Income: Interest - Investments 28,785 50,784 35,000 35,000 16,682 -52.3% Total Interest Income 28,785 50,784 35,000 35,000 16,682 -52.3% Miscellaneous: Miscellaneous 160,533 159,050 159,050 159,050 159,050 0.0% Special Events - 3,000 3,000 3,500 3,500 16.7% Sale of Assets - 11,293 - 1,518 - 0.0% Insurance Recoveries 7,261 - - - - 0.0% Total Miscellaneous 167,794 173,343 162,050 164,068 162,550 0.3% TOTAL COMMUNITY CENTER FUND 9,696,813 10,238,011 9,708,452 10,560,329 10,685,399 10.1% Municipal Debt Service Fund Interest Income: Interest - Investments 7,225 141,360 60,000 135,000 135,000 125.0% Total Interest Income 7,225 141,360 60,000 135,000 135,000 125.0% Federal Grants: Miscellaneous Grants 33,289 13,976 25,146 25,146 19,975 -20.6% Total Federal Grants 33,289 13,976 25,146 25,146 19,975 -20.6% Miscellaneous: Miscellaneous 95,776 93,082 100,000 93,082 100,000 0.0% Total Miscellaneous 95,776 93,082 100,000 93,082 100,000 0.0% TOTAL MUNICIPAL DEBT SERVICE FUND 136,290 248,418 185,146 253,228 254,975 37.7% Oracle Road Debt Service Fund Interest Income: Special Assessments 20 - - - - 0.0% Total Interest Income 20 - - - - 0.0% TOTAL ORACLE RD DEBT SERVICE FUND 20 - - - - 0.0% Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 24 Revenue Schedule by Fund Actual Actual Adopted Forecast Proposed % Major Revenue Accounts FY 2022 FY 2023 FY 2024 FY 2024 FY 2025 to Budget Townwide Roadway Development Impact Fee Fund Impact Fees: Residential Impact Fees 251,914 157,020 236,810 245,680 223,820 -5.5% Commercial Impact Fees 62,498 67,317 50,000 - 6,207 -87.6% Total Impact Fees 314,412 224,337 286,810 245,680 230,027 -19.8% Interest Income: Interest - Investments 10,017 19,946 15,000 38,000 38,000 153.3% Total Interest Income 10,017 19,946 15,000 38,000 38,000 153.3% TOTAL ROADWAY IMPACT FEE FUND 324,429 244,283 301,810 283,680 268,027 -11.2% PAG/RTA Fund State Grants: PAG Reimbursements 70,000 5,000 30,000 30,000 - -100.0% RTA Reimbursements - 566,239 - 721,574 17,000 0.0% Total State Grants 70,000 571,239 30,000 751,574 17,000 -43.3% Interest Income: Interest - Investments 4,978 7,489 7,000 65,000 50,000 614.3% Total Interest Income 4,978 7,489 7,000 65,000 50,000 614.3% Miscellaneous: Miscellaneous 11,218 - - - - 0.0% Total Miscellaneous 11,218 - - - - 0.0% Charges for Services: Real Property Rental Income 28,125 28,711 28,125 28,125 28,125 0.0% Total Charges for Services 28,125 28,711 28,125 28,125 28,125 0.0% TOTAL PAG/RTA FUND 114,321 607,439 65,125 844,699 95,125 46.1% Parks & Recreation Development Impact Fee Fund Impact Fees: Residential Impact Fees 206,112 122,590 133,280 72,000 158,042 18.6% Commercial Impact Fees - 20,647 - - 2,422 0.0% Total Impact Fees 206,112 143,237 133,280 72,000 160,464 20.4% Interest Income: Interest - Investments 2,015 5,578 4,500 15,000 15,000 233.3% Total Interest Income 2,015 5,578 4,500 15,000 15,000 233.3% TOTAL PARKS IMPACT FEE FUND 208,127 148,815 137,780 87,000 175,464 27.4% Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 25 Revenue Schedule by Fund Actual Actual Adopted Forecast Proposed % Major Revenue Accounts FY 2022 FY 2023 FY 2024 FY 2024 FY 2025 to Budget Police Development Impact Fee Fund Impact Fees: Residential Impact Fees 74,210 33,664 34,034 40,000 42,389 24.5% Commercial Impact Fees 10,672 17,970 5,000 - 1,646 -67.1% Total Impact Fees 84,882 51,634 39,034 40,000 44,035 12.8% Interest Income: Interest - Investments 623 246 200 350 350 75.0% Total Interest Income 623 246 200 350 350 75.0% TOTAL POLICE IMPACT FEE FUND 85,505 51,880 39,234 40,350 44,385 13.1% Capital Fund State Grants: Misc State Grants - - 620,000 620,000 1,000,000 61.3% Total State Grants - - 620,000 620,000 1,000,000 61.3% Federal Grants: Misc Federal Grants 263,024 - - - - 0.0% Total Federal Grants 263,024 - - - - 0.0% Other Financing Sources: Bond Proceeds 25,367,224 - - - 0.0% Total Other Financing Sources 25,367,224 - - - - 0.0% Interest Income: Interest - Investments 9,949 467,728 100,000 500,000 348,382 248.4% Total Interest Income 9,949 467,728 100,000 500,000 348,382 248.4% Miscellaneous: Vehicle Reserves 741,012 820,008 892,540 892,540 933,490 4.6% Insurance Recoveries 13,695 51,229 15,000 40,000 15,000 0.0% Donations 147,314 - - - - 0.0% Sale of Assets 150,796 113,204 100,000 100,000 100,000 0.0% Miscellaneous - 2,486 - - - 0.0% Total Miscellaneous 1,052,817 986,927 1,007,540 1,032,540 1,048,490 4.1% TOTAL CAPITAL FUND 26,693,014 1,454,655 1,727,540 2,152,540 2,396,872 38.7% Benefit Self Insurance Fund Interest Income: Interest - Investments 14,174 30,234 25,000 50,000 50,000 100.0% Total Interest Income 14,174 30,234 25,000 50,000 50,000 100.0% Miscellaneous: Self Insurance Premiums - Employer 2,794,220 2,823,798 2,886,798 3,071,774 3,500,853 21.3% Self Insurance Premiums - Employee 634,581 679,145 699,492 587,723 676,368 -3.3% COBRA Premiums 23,375 65,133 68,000 60,179 67,401 -0.9% Retiree Premiums 47,761 49,601 46,000 52,830 59,170 28.6% Miscellaneous 370,693 893,033 564,561 426,025 392,961 -30.4% Total Miscellaneous 3,870,630 4,510,710 4,264,851 4,198,531 4,696,753 10.1% TOTAL BENEFIT SELF INSURANCE FUND 3,884,804 4,540,944 4,289,851 4,248,531 4,746,753 10.7% Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 26 Revenue Schedule by Fund Actual Actual Adopted Forecast Proposed % Major Revenue Accounts FY 2022 FY 2023 FY 2024 FY 2024 FY 2025 to Budget Water Utility Fund Water Sales: Residential Water Sales 10,287,597 10,552,884 11,700,000 11,425,000 13,100,000 12.0% Commercial Water Sales 974,823 1,034,275 1,080,000 1,085,000 1,170,000 8.3% Irrigation Water Sales 1,388,934 1,381,212 1,669,000 1,800,000 2,069,000 24.0% Turf Related Water Sales 1,367,924 1,232,238 1,386,000 1,425,000 1,412,000 1.9% Construction Water Sales 387,264 339,074 225,000 265,000 249,000 10.7% Total Water Sales 14,406,542 14,539,683 16,060,000 16,000,000 18,000,000 12.1% Charges for Services: Engineer Plan Review Fees 1,779 2,837 2,000 3,300 3,000 50.0% Construction Inspection Fees 44,798 6,475 10,000 6,220 5,000 -50.0% Misc Service Revenue 33,102 29,095 25,000 46,000 25,000 0.0% Backflow-Install Permit Fee 2,080 2,405 2,500 4,700 3,000 20.0% Sewer Fees 388,564 388,768 390,000 391,000 400,000 2.6% Late Fees 95,666 90,296 90,000 95,000 100,000 11.1% NSF Fees 2,033 3,741 2,000 6,800 5,000 150.0% Rain Sensors 23 - - 8 - 0.0% Meter Income 46,949 61,998 45,000 60,000 50,000 11.1% New Service Establish Fees 100,960 75,495 100,000 65,000 75,000 -25.0% Reconnect Fees 16,253 9,715 16,000 30,000 40,000 150.0% Groundwater Preservation Fee 2,413,719 2,256,987 2,400,000 2,400,000 2,600,000 8.3% Other 122,055 124,198 118,000 119,000 118,000 0.0% Total Charges for Services 3,267,981 3,052,010 3,200,500 3,227,028 3,424,000 7.0% Interest Income: Interest - Investments 48,278 107,411 100,000 205,000 100,000 0.0% Total Interest Income 48,278 107,411 100,000 205,000 100,000 0.0% Miscellaneous: Miscellaneous 660,332 121,930 - 20,270 - 0.0% Insurance Recoveries 12,404 9,102 - 5,881 - 0.0% Sale of Assets 15,404 11,000 - 12,600 - 0.0% Total Miscellaneous 688,140 142,032 - 38,751 - 0.0% Other Financing Sources: Loan Proceeds - - - - 8,000,000 0.0% Total Other Financing Sources - - - - 8,000,000 0.0% TOTAL WATER UTILITY FUND 18,410,941 17,841,136 19,360,500 19,470,779 29,524,000 52.5% Water Resources Development Impact Fee Fund Impact Fees: Residential Impact Fees 1,089,528 1,576,047 760,053 1,400,000 1,092,177 43.7% Non-Residential Impact Fees 77,558 242,336 143,296 454,066 178,664 24.7% Total Impact Fees 1,167,086 1,818,383 903,349 1,854,066 1,270,841 40.7% Interest Income: Interest - Investments 89,126 172,178 150,000 275,000 275,000 83.3% Total Interest Income 89,126 172,178 150,000 275,000 275,000 83.3% Other Financing Sources: Bond Proceeds - - - - 12,000,000 0.0% Total Other Financing Sources - - - - 12,000,000 0.0% TOTAL WRSDIF FUND 1,256,212 1,990,561 1,053,349 2,129,066 13,545,841 1186.0% Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 27 Revenue Schedule by Fund Actual Actual Adopted Forecast Proposed % Major Revenue Accounts FY 2022 FY 2023 FY 2024 FY 2024 FY 2025 to Budget Stormwater Utility Fund Federal Grants: Miscellaneous Federal Grants 210,000 - 210,000 0.0% Total Federal Grants - - 210,000 - 210,000 0.0% State Grants: Miscellaneous State Grants 16,906 - - - - 0.0% Total State Grants 16,906 - - - - 0.0% Charges for Services: Late Fees 1,155 310 1,500 - 1,500 0.0% Stormwater Utility Fee 1,494,024 1,477,096 1,500,000 1,522,983 1,517,000 1.1% Total Charges for Services 1,495,179 1,477,406 1,501,500 1,522,983 1,518,500 1.1% Interest Income: Interest - Investments 4,597 11,683 10,000 19,000 19,000 90.0% Total Interest Income 4,597 11,683 10,000 19,000 19,000 90.0% Miscellaneous: Miscellaneous 2,774 - - - 0.0% Total Miscellaneous 2,774 - - - - 0.0% TOTAL STORMWATER UTILITY FUND 1,519,456 1,489,089 1,721,500 1,541,983 1,747,500 1.5% Recreation In Lieu Fee Fund Interest Income: Interest - Investments 80 91 100 500 500 400.0% Total Interest Income 80 91 100 500 500 400.0% TOTAL REC IN LIEU FEE FUND 80 91 100 500 500 400.0% TOTAL REVENUE - ALL FUNDS 123,087,581$ 104,641,073$ 104,026,515$ 106,440,375 130,771,170$ 25.7% Note: Does not include interfund transfers or carry-forward balances Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 28 Fund FY24/25 Proposed Budget Operating/ CIP Department GENERAL FUND 680 exterior lighting upgrade, LED T2519 9,000 Operating Public Works Replacement Shade Sails At RFP Playground (Carryover)18,000 Operating Parks & Rec Run power to streets shed next to 680 maintenance bay T2515 6,500 Operating Public Works TH Building A - drinking fountain with bottle filler T2514 9,500 Operating Public Works TH Building A - Exterior RR Door Operators T2522 20,000 Operating Public Works TH Building C - LED Lighting upgrade T2518 7,000 Operating Public Works Town Hall Building F - Add ladder port for roof access T2511 3,000 Operating Public Works 80 Amp Electric Vehicle Charging Station 7,000 Operating Public Works Bus Wrapping - recurring 6,800 Operating Public Works Connex Box at SPR 12,500 Operating Parks & Rec Equipment - Sprayer & Mowers - For Various Parks.74,600 Operating Parks & Rec Equipment Major Rehabilitation 50,000 Operating Public Works Evidence Refrigerator 30,000 Operating Police MAVIC 3T Drone 12,000 Operating Police Motorola Radio Replacements - 8 Radios 50,000 Operating Police Replace ADA Pool Lift 12,500 Operating Parks & Rec Vehicle Outfitting not in Vehicle Purchase 25,000 Operating Public Works 50' Towable Lift - Fleet Pool Equipment 67,000 CIP PD Evidence Facility HVAC Improvement 160,000 CIP Replace 911 Recording System 100,000 CIP TOTAL GENERAL FUND 680,400$ HIGHWAY FUND Operating Equipment & maintenance 25,000 Operating Public Works Accident Repair 10,000 Operating Public Works La Cañada Drive Mill/Overlay - CDO Bridge to Lambert Lane 1,310,000 CIP Magee Road Mill/Overlay - Northern to SR77 591,000 CIP Pavement Preservation - Roadways 3,150,000 Operating/CIP Public Works Rancho Vistoso Bridge Deck Repair over Honeybee Wash 35,000 CIP Streets & Drainage F450 Regular Cab 4X4 Dump Bed 105,000 Operating/CIP Public Works Streets & Drainage Tandem Axle Class 8 Truck with Dump body 255,000 Operating/CIP Public Works TOTAL HIGHWAY FUND 5,481,000$ GRANTS & CONTRIBUTIONS 100,000 Operating Non-Dept 108,000 Operating Police 15,000 Operating Police 26,000 Operating Police 242,500 Operating Police 650,000 CIP 1,907,239 Operating/CIP Public Works Pima County Middle Mile grant GOHS DUI Vehicle GOHS FARO K9 Donation Expenditures Stonegarden Rancho Vistoso Bridge Deck Repair over Honeybee Wash Transit Vehicles VTNP Revegetation and Beautification 4,000,000 CIP TOTAL GRANTS & CONTRIBUTIONS 7,048,739$ Capital Expenditures by Fund Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 29 Fund FY24/25 Proposed Budget Operating/ CIP Department Capital Expenditures by Fund COMMUNITY CENTER FUND 76016 - Add ladder Port for roof access T2512 3,000 Operating Parks & Rec 76016 - Pusch Ridge - Add ladder Port for roof access T2510 3,000 Operating Parks & Rec 76016 - Replace deteriorated siding on roof. T2513 10,000 Operating Parks & Rec 76016 - CRC Overlook Ice Machine Repair/Partial Replacement 18,500 Operating Parks & Rec Replace CRC Public Ice/Water Machines - Fitness and Golf 25,000 Operating Parks & Rec CC Men's Jacuzzi to Outdoor Accessed Restroom 300,000 CIP Community Center Flat Roof Surface Replacement 223,000 CIP CRC Golf Maintenance Sewer Connection 125,000 CIP CRC Restaurant Cooler/Freezer Modernization and Floor Repair 75,000 CIP Equipment Replacement (Golf Maintenance) - Reelmaster Mower 105,000 CIP Golf Conquistador Lake Dredging 80,000 CIP Golf John Deere Tractor Replacement 125,000 CIP Pusch Ridge Tennis Bleachers and ADA Accessibility 200,000 CIP Pusch Ridge Turf Reduction 75,000 CIP Pusch Ridge Golf Bridge Repair 400,000 CIP Vistoso Trails Nature Preserve Site Improvements 200,000 CIP VTNP Maintenance Facility Roof Repair and Security 210,000 CIP TOTAL COMMUNITY CENTER FUND 2,177,500$ CAPITAL FUND Capacity for unplanned vehicle accidents/losses 50,000 Operating Non-Dept 680 Fuel Station Renovation 450,000 CIP ADA/Safety Walkway Concrete Improvements System Wide 150,000 CIP Community Center Elevator and Entryway Improvements 1,565,490 CIP Fleet F150 Super Cab EV 58,000 CIP Fuel Management Software (Gasboy Replacement)70,000 CIP MUP – Phase II - Naranja Dr. (La Cañada Dr to Naranja Park entrance)165,000 CIP Parks Maintenance Toro Reelmaster Mower Replacement 85,000 CIP Pavement Preservation - Non Roadways 233,400 CIP Steam Pump Ranch Farmer's Market Structure Upgrade 250,000 CIP Town Court Expansion 2,948,488 CIP Traffic Camera Video Recording System 110,000 CIP Upgrade Desktop Operating Systems 200,000 CIP Vehicle Replacement Program 1,705,960 CIP TOTAL CAPITAL FUND 8,041,338$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 30 Fund FY24/25 Proposed Budget Operating/ CIP Department Capital Expenditures by Fund WRSDIF FUND La Canada Booster Station Expansion 2,220,000 CIP La Posada Well Equipping 471,946 CIP NWRRDS (Independent) Booster Station at Partnered Reservoir 2,450,000 CIP NWRRDS (Independent) E-Zone main interconnect to Tangerine 1,600,000 CIP NWRRDS (Independent) Pipeline from Partnered Reservoir to indep. Res 4,000,000 CIP NWRRDS (Independent) Shannon Road Booster Station 400,000 CIP NWRRDS (Partnered) Pipeline Construction - Transmission Main 3,500,000 CIP NWRRDS (Partnered) Reservoir Construction 4,000,000 CIP NWRRDS (Partnered) Well Equipping, TRICO power to sites 1,200,000 CIP Steam Pump Well 543,494 CIP TOTAL WRSDIF FUND 20,385,440$ TWDIF FUND Rancho Vistoso & Woodburne Intersection 100,000 CIP TOTAL TWDIF FUND 100,000$ PAG/RTA FUND Bridge Operating Maintenance 50,000 Operating Public Works TOTAL PAG/RTA FUND 50,000$ WATER UTILITY FUND Booster Station Rehabilitation 100,000 CIP El Con/El Camino Diestro main and valve replacement 160,000 CIP Reclaimed Facility Booster Rehabilitation 320,000 CIP Reservoir Rehabilitation 200,000 CIP Vehicle Replacement Program 176,000 Operating/CIP Water Utility Water Meters- New Connections (based on 210 meters per year)276,446 CIP Well Rehabilitation 220,000 CIP Control Systems - SCADA 265,000 CIP Big Wash Building Improvements 67,884 CIP TOTAL WATER UTILITY FUND 1,785,330$ STORMWATER UTILITY FUND General Culvert Cleaning 20,000 Operating Public Works General Infrastructure Maintenance 50,000 Operating Public Works Oro Valley Country Club Drainage and Pavement Improvement 300,000 CIP Sierra Wash @ Via Mandarina Culvert and Apron Rehabilitation 365,000 CIP TOTAL STORMWATER UTILITY FUND 735,000$ TOTAL TOWN CAPITAL OUTLAY 46,484,747$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 31 General Fund Grants and Contributions Fund Capital Fund Benefit Self Insurance Fund Municipal Debt Service Fund Total OPERATIONS & MAINTENANCE Admin building office supplies 25,000 - - - - 25,000 ADOR Tax Modernization Fee 38,530 - - - - 38,530 Amazon Prime membership 1,500 - - - - 1,500 Annexation Expenses 10,000 - - - - 10,000 Arbitrage rebate and trustee services - - - - 10,000 10,000 Backflow testing; flag cleaning and repair 1,000 - - - - 1,000 Benefit Self Insurance Costs - - - 4,746,753 - 4,746,753 Boards and commissions training 5,000 - - - - 5,000 Budget Capacity for unforeseen Grants/Donations - 500,000 - - - 500,000 County services - custody of prisoners 145,000 - - - - 145,000 General Liability and Property Insurance 985,759 - - - - 985,759 Health Clinic Costs 145,324 - - - - 145,324 Innovest Annual Billing/Retirement Plan Consulting 25,000 - - - - 25,000 Municipal Firefighters Cancer Reimbursement 125,000 - - - - 125,000 Natural Gas/Electricity - Admin blg. & Health Clinic 55,000 - - - - 55,000 Non-Enterprise Fund Vehicle Reserves 933,490 - - - - 933,490 Pima County Recorder 500 - - - - 500 PPEP Crew Services 25,000 - - - - 25,000 Regional Partnerships - Chamber 42,500 - - - - 42,500 Regional Partnerships - Children's Museum OV 75,000 - - - - 75,000 SESAC and ASCAP Music Licenses 2,000 - - - - 2,000 Shredding services (General Admin and Police)4,000 - - - - 4,000 Special Events - Promotional items and sponsorships 10,000 - - - - 10,000 Sponsorship of Annual Business Summit with Chamber 3,000 - - - - 3,000 UA Center for Innovation 30,000 - - - - 30,000 Veterans Court Equipment 11,000 - - - - 11,000 Water and Sewage - Admin Bldg. & Health Clinic 8,000 - - - - 8,000 Bank Fees/Charges 15,000 - - - - 15,000 Total Operations & Maintenance 2,721,603$ 500,000$ -$ 4,746,753$ 10,000$ 7,978,356$ CAPITAL OUTLAY Pima County Middle Mile grant expenditures - 100,000 - - - 100,000 Capacity for unplanned vehicle accidents/losses - -50,000 - - 50,000 CIP - PD Evidence Facility HVAC Improvement 160,000 - - - - 160,000 CIP - Replace 911 Recording System 100,000 - - - - 100,000 CIP - 50' Towable Lift - Fleet Pool Equipment 67,000 - - - - 67,000 Total Capital Outlay 327,000$ 100,000$ 50,000$ -$ -$ 477,000$ DEBT SERVICE Principal Payments Aquatic Center Bond Principal - General Fund - - - - 200,000 200,000 CREBS Principal - - - - 155,000 155,000 Series 2015 Refunding Principal - General Fund (67%)- - - - 297,480 297,480 Series 2016 Energy Eff. Bond Community Center Fund - - - - 146,000 146,000 Series 2017 (2007) Refunding - General Fund - - - - 130,494 130,494 Series 2018 FY2025 (total principal payment)- - - - 129,000 129,000 Series 2021 P&R FY2025 principal - - - - 715,000 715,000 Series 2021 Pension Obligation Bonds principal - - - - 960,000 960,000 Interest Payments Aquatic Center Bond Interest - General Fund - - - - 26,718 26,718 CREBS Interest - - - - 36,318 36,318 Series 2015 Refunding Interest - General Fund - - - - 8,599 8,599 Series 2016 Energy Efficiency Project Bonds - - - - 26,224 26,224 Series 2017 Refunding - Interest - General Fund - - - - 8,163 8,163 Series 2018 (25%)- - - - 42,718 42,718 Series 2021 P&R - - - - 829,925 829,925 Series 2021 Pension Obligation Bonds - - - - 308,715 308,715 Total Debt Service -$ -$ -$ -$ 4,020,354$ 4,020,354$ Total Non-Departmental Expenditures 3,048,603$ 600,000$ 50,000$ 4,746,753$ 4,030,354$ 12,475,710$ Non-Departmental Expenditures 2024/2025 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 32 FY 2023/24 Adopted FTEs 423.71 CLERK POLICE Office Assistant 0.52 Lead Police officer 1.00 Senior Office Specialist (1.00) Police Officer (1.00) Town Clerk Specialist 1.00 Police Records Specialist II 4.00 0.52 Police Records Specialist (4.00) TOWN MANAGER - Management Analyst 1.00 (b)PUBLIC WORKS - ADMINISTRATION Constituent Services Coordinator 1.00 (b)Heavy Equipment Operator III 1.00 Procurement Specialist (1.00) (a)Heavy Equipment Operator II (1.00) 1.00 - COMMUNITY AND ECONOMIC DEVELOPMENT PUBLIC WORKS - FLEET AND FACILITIES MAINTENANCE Business Strategies Coordinator 1.00 Facilities Maintenance Technician III 1.00 Economic Development Specialist (1.00) Facilities Maintenance Technician II 1.00 Office Assistant (0.53) Facilities Maintenance Technician I (2.00) Senior Office Assistant 1.00 Senior Office Specialist 1.00 (a) 0.48 1.00 HUMAN RESOURCES PUBLIC WORKS - STORMWATER Emergency Mgmt. & Safety Coordinator 1.00 (b)Heavy Equipment Operator III 1.00 1.00 Heavy Equipment Operator II (1.00) INFORMATION TECHNOLOGY - Management Analyst (1.00) (b)PUBLIC WORKS - TRANSIT Constituent Services Coordinator (1.00) (b)Transit Supervisor 1.11 Emergency Mgmt. & Safety Coordinator (1.00) (b)Transit Specialist 0.38 Cybersecurity Analyst (1.00) Transit Crew Leader (1.00) Cybersecurity Applications Analyst 1.00 Transit Dispatcher (0.26) Database Analyst 1.00 Transit Driver (0.23) Network Administrator (1.00) - Network Administrator II 1.00 PUBLIC WORKS - TRANSPORTATION ENGINEERING Senior GIS Administrator (1.00) Senior Traffic Technician (1.00) (3.00) Traffic Technician III 1.00 TOWN COURT Traffic Technician III 1.00 Court Clerk II 2.00 Traffic Technician I (1.00) Court Clerk I (2.00) - Court Security Manager 0.03 WATER UTILITY 0.03 Water Utility Analyst 1.00 PARKS AND RECREATION - RECREATION AND CULTURE Customer Service Supervisor (1.00) Assistant Recreation Manager 1.00 - Recreation Supervisor (1.00) Recreation Aide (0.03) (0.03) Net Change All Departments 1.27 PARKS AND RECREATION - AQUATICS Lifeguard Supervisor 0.75 FY 2024/25 Proposed FTEs 424.98 Shift Leader (0.48) 0.27 PARKS AND RECREATION - COMMUNITY CENTER Lifeguard Supervisor 0.25 Shift Leader (0.24) 0.01 (a) Position transferred from one department to another and reclassified. (b) Position transferred from one department to another. FTE Changes from Prior Fiscal Year by Division Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 33 Department Budgets | Clerk CLERK Significant Changes The increase of 0.52 FTE is due to a reclassification of an office assistant position from part-time to full-time. The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The increase in Operations & Maintenance is due to costs related to primary and general elections to be held in FY 2024/25. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 3.96 3.96 4.48 0.52 % of Towns FTEs 1.05% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 428,728 419,897 564,966 145,069 Total Expenditures 428,728 419,897 564,966 145,069 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 374,567 394,847 468,216 73,369 Operations & Maintenance 54,161 25,050 96,750 71,700 Total Expenditures 428,728 419,897 564,966 145,069 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 34   Department Budgets | Community & Economic Development (CED) COMMUNITY & ECONOMIC DEVELOPMENT (CED) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Division Actual Adopted Proposed Change Administration 334,462 354,184 373,645 19,461 Permitting 1,195,324 1,160,335 1,202,026 41,691 Planning 723,530 1,190,567 1,094,310 (96,257) Inspection and Compliance 728,204 777,800 813,871 36,071 Economic Development 167,163 399,559 805,483 405,924 Total 3,148,683 3,882,445 4,289,335 406,890 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 28.78 28.78 29.26 0.48 % of Towns FTEs 6.89% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 3,148,683 3,882,445 4,289,335 406,890 Total Expenditures 3,148,683 3,882,445 4,289,335 406,890 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 2,771,224 3,058,889 3,196,366 137,477 Operations & Maintenance 377,459 823,556 1,092,969 269,413 Total Expenditures 3,148,683 3,882,445 4,289,335 406,890 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 35   Department Budgets | Community & Economic Development (CED) CED - Administration Significant Changes  The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 3.00 3.00 3.00 - % of Towns FTEs 0.71% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 334,462 354,184 373,645 19,461 Total Expenditures 334,462 354,184 373,645 19,461 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 326,035 343,784 363,245 19,461 Operations & Maintenance 8,427 10,400 10,400 - Total Expenditures 334,462 354,184 373,645 19,461 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 36   Department Budgets | Community & Economic Development (CED) CED - Permitting Significant Changes  The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates.  The increase in Operations & Maintenance is due primarily to credit card payment fees. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)9.48 9.48 9.48 - % of Towns FTEs 2.23% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 1,195,324 1,160,335 1,202,026 41,691 Total Expenditures 1,195,324 1,160,335 1,202,026 41,691 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 995,619 1,032,370 1,069,671 37,301 Operations & Maintenance 199,705 127,965 132,355 4,390 Total Expenditures 1,195,324 1,160,335 1,202,026 41,691 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 37   Department Budgets | Community & Economic Development (CED) CED - Planning Significant Changes  The increase in 0.48 FTE is a part-time office assistant position in FY 2023/24 to assist with the new General Plan, this position was originally budgeted in FY 2023/24 as a contracted employee in operations & maintenance.  The increase in personnel costs is due to: 1) a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates; 2) transfer of contracted personnel to Town personnel.  The decrease in Operations & Maintenance is due to: 1) transfer of contracted personnel to Town personnel; 2) one-time costs in FY 2023/24 related to the General Plan. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)8.30 8.30 8.78 0.48 % of Towns FTEs 2.07% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 723,530 1,190,567 1,094,310 (96,257) Total Expenditures 723,530 1,190,567 1,094,310 (96,257) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 638,499 837,037 880,481 43,444 Operations & Maintenance 85,031 353,530 213,829 (139,701) Total Expenditures 723,530 1,190,567 1,094,310 (96,257) Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 38   Department Budgets | Community & Economic Development (CED) CED – Inspection & Compliance Significant Changes  The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates.  The increase in Operations & Maintenance is primarily due to 2nd party on-call inspection services. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 7.00 7.00 7.00 - % of Towns FTEs 1.65% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 728,204 777,800 813,871 36,071 Total Expenditures 728,204 777,800 813,871 36,071 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Budget Budget Change Personnel 718,372 745,730 767,577 21,847 Operations & Maintenance 9,832 32,070 46,294 14,224 Total Expenditures 728,204 777,800 813,871 36,071 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 39   Department Budgets | Community & Economic Development (CED) CED – Economic Development Significant Changes  The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates.  The increase in Operations & Maintenance is due to the transfer of tourism and marketing expenditures previously budgeted in non-departmental. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 1.00 1.00 1.00 - % of Towns FTEs 0.24% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 167,163 399,559 805,483 405,924 Total Expenditures 167,163 399,559 805,483 405,924 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 92,699 99,968 115,392 15,424 Operations & Maintenance 74,464 299,591 690,091 390,500 Total Expenditures 167,163 399,559 805,483 405,924 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 40 Department Budgets | Council COUNCIL Significant Changes The increase in Personnel is due to an increase in workers’ compensation rates. The increase in Operations & Maintenance is primarily due to: 1) special event costs for Town of Oro Valley 50th anniversary; 2) cost for the annual Town Council retreat transferred from the Town Manager’s Office. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 7.00 7.00 7.00 - % of Towns FTEs 1.65% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 197,986 209,203 241,105 31,902 Total Expenditures 197,986 209,203 241,105 31,902 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 78,826 78,825 78,833 8 Operations & Maintenance 119,160 130,378 162,272 31,894 Total Expenditures 197,986 209,203 241,105 31,902 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 41 Department Budgets | Town Court TOWN COURT Significant Changes The increase of 0.3 FTE is due to increased hours of the Probation Compliance Officer and Court Security Manager offset by a decrease in Court Security Coordinator hours. The increase in Personnel is due to: 1) Market adjustment for eligible employees for FY 2024/25 and increased premiums for health insurance; 2) a contracted employee for part of FY2023/24 is budgeted as a Town employee in FY2024/25. The decrease in Operations & Maintenance is primarily due to transferring general liability insurance costs to non-departmental. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 8.98 9.46 9.48 0.03 % of Towns FTEs 2.23% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 357,669 327,105 394,847 67,742 Total Expenditures 357,669 327,105 394,847 67,742 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 644,193 760,239 890,260 130,021 Operations & Maintenance 178,234 250,423 224,950 (25,473) Capital Outlay 38,759 --- Total Expenditures 861,186 1,010,662 1,115,210 104,548 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 42 Department Budgets | Finance FINANCE Significant Changes The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The decrease in Operations & Maintenance is primarily due to one-time professional audit services in FY 2023/24. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 6.20 6.20 6.20 - % of Towns FTEs 1.46% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 888,629 850,456 867,790 17,334 Total Expenditures 888,629 850,456 867,790 17,334 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 821,211 763,346 804,485 41,139 Operations & Maintenance 67,418 87,110 63,305 (23,805) Capital Outlay ---- Total Expenditures 888,629 850,456 867,790 17,334 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 43 Department Budgets | Human Resources HUMAN RESOURCES Significant Changes The increase in 1.00 FTE is due to transfer of the Emergency Management and Safety Coordinator position from Information Technology in FY 2023/24. The increase in Personnel is due to: 1) a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates; 2) transfer of the Emergency Management and Safety Coordinator position from Information Technology in FY 2023/24. The increase in Operations & Maintenance is due to travel & training and contracted professional services 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)4.00 4.00 5.00 1.00 % of Towns FTEs 1.18% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 545,050 590,520 764,022 173,502 Total Expenditures 545,050 590,520 764,022 173,502 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 456,491 463,485 595,771 132,286 Operations & Maintenance 88,559 127,035 168,251 41,216 Total Expenditures 545,050 590,520 764,022 173,502 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 44 Department Budgets | Information Technology INFORMATION TECHNOLOGY 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 16.80 18.80 15.80 (3.00) % of Towns FTEs 3.72% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 4,513,490 6,271,309 6,007,794 (263,515) Total Expenditures 4,513,490 6,271,309 6,007,794 (263,515) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 1,844,742 2,187,859 1,920,544 (267,315) Operations & Maintenance 2,636,340 4,083,450 4,087,250 3,800 Capital Outlay 32,408 --- Total Expenditures 4,513,490 6,271,309 6,007,794 (263,515) Significant Changes The decrease in 3.00 FTEs is due to the transfer of a Management Analyst (1.00 FTE) and Constituent Services Coordinator (1.00 FTE) to Town Manager's Office, and the Emergency Mgmt. & Safety Coordinator (1.0 FTE) to Human Resources in FY 2023/24. The decrease in Personnel is due to the transfer of 3.00 FTE to other departments partially offset by a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 45 Department Budgets | Legal LEGAL 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 7.00 7.00 7.00 - % of Towns FTEs 1.65% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 1,030,534 1,132,503 1,175,996 43,493 Total Expenditures 1,030,534 1,132,503 1,175,996 43,493 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 838,639 963,063 1,007,056 43,993 Operations & Maintenance 191,895 169,440 168,940 (500) Capital Outlay ---- Total Expenditures 1,030,534 1,132,503 1,175,996 43,493 Significant Changes The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 46 Department Budgets | Town Manager’s Office TOWN MANAGER’S OFFICE 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Division Actual Adopted Proposed Change Administration 865,191 1,075,811 1,195,238 119,427 Communications 489,099 562,905 547,734 (15,171) Total 1,354,290 1,638,716 1,742,972 104,256 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)11.38 11.38 12.38 1.00 % of Towns FTEs 2.92% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 1,354,290 1,638,716 1,742,972 104,256 Total Expenditures 1,354,290 1,638,716 1,742,972 104,256 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 1,230,961 1,438,053 1,565,843 127,790 Operations & Maintenance 123,329 200,663 177,129 (23,534) Total Expenditures 1,354,290 1,638,716 1,742,972 104,256 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 47 Department Budgets | Town Manager’s Office TOWN MANAGER’S OFFICE - ADMINISTRATION Significant Changes The increase in 1.00 FTE is due to: 1) the transfer of a Management Analyst (1.00 FTE), and Constituent Services Coordinator (1.00 FTE) from IT in FY 2023/24; 2) the transfer out of the Procurement Specialist (1.00 FTE) position to Public Works - Fleet & Facility Maintenance. The increase in personnel costs is due to: 1) the net transfer in of 1.00 FTE from IT; 2) a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The increase in Operations & Maintenance is primarily due to travel & training. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 7.38 7.38 8.38 1.00 % of Towns FTEs 1.97% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 865,191 1,075,811 1,195,238 119,427 Total Expenditures 865,191 1,075,811 1,195,238 119,427 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 841,284 1,028,260 1,133,111 104,851 Operations & Maintenance 23,907 47,551 62,127 14,576 Total Expenditures 865,191 1,075,811 1,195,238 119,427 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 48 Department Budgets | Town Manager’s Office TOWN MANAGER’S OFFICE - COMMUNICATIONS Significant Changes The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The decrease in Operations & Maintenance is due to special event costs for the Town’s 50th anniversary celebration in FY 2023/24. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)4.00 4.00 4.00 - % of Towns FTEs 0.94% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 489,099 562,905 547,734 (15,171) Total Expenditures 489,099 562,905 547,734 (15,171) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 389,677 409,793 432,732 22,939 Operations & Maintenance 99,422 153,112 115,002 (38,110) Total Expenditures 489,099 562,905 547,734 (15,171) Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 49 Department Budgets | Parks and Recreation PARKS and RECREATION 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Division Actual Adopted Proposed Change Administration 546,848 564,730 542,371 (22,359) Parks Management 1,480,205 1,884,981 1,898,390 13,409 Recreation and Culture 606,558 746,400 731,500 (14,900) Aquatics 1,218,198 1,520,929 1,610,700 89,771 Community Center 7,106,027 6,727,482 7,443,468 715,986 Total 10,957,836 11,444,522 12,226,429 781,907 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 67.33 68.81 69.06 0.25 % of Towns FTEs 16.27% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 3,851,809 4,677,040 4,782,961 105,921 Grants & Contributions Fund -40,000 - (40,000) Community Center Fund 7,106,027 6,727,482 7,443,468 715,986 Total Expenditures 10,957,836 11,444,522 12,226,429 781,907 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 3,474,314 3,974,813 4,065,129 90,316 Operations & Maintenance 6,884,367 6,931,146 7,761,255 830,109 Capital Outlay 420,501 327,879 177,100 (150,779) Debt Service 178,654 210,684 222,945 12,261 Total Expenditures 10,957,836 11,444,522 12,226,429 781,907 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 50 Department Budgets | Parks and Recreation PARKS and RECREATION – ADMINISTRATION Significant Changes •The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. •The decrease in Operations & Maintenance is due to the transfer of general liability insurance costs to non- departmental partially offset by added budget capacity for credit card fees. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)3.00 3.00 3.00 - % of Towns FTEs 0.71% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 546,848 564,730 542,371 (22,359) Total Expenditures 546,848 564,730 542,371 (22,359) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 437,788 396,814 409,786 12,972 Operations & Maintenance 109,060 167,916 132,585 (35,331) Total Expenditures 546,848 564,730 542,371 (22,359) Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 51 Department Budgets | Parks and Recreation PARKS and RECREATION – PARKS MANAGEMENT Significant Changes The net decrease in Personnel is due to: 1) turnover in the Parks Maintenance Superintendent, Parks Maintenance Supervisor positions, and Parks Maintenance Workers; 2) a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The increase in Operations & Maintenance is due to greater costs for water and sewage, ground maintenance, natural gas and electricity, and field supplies driven by the expansion of Naranja Park. The capital outlay consists of sprayer and mower equipment, and the replacement of playground shade sails (carryover from FY 2023/24.) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)12.44 13.92 13.92 - % of Towns FTEs 3.28% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 1,480,205 1,884,981 1,898,390 13,409 Total Expenditures 1,480,205 1,884,981 1,898,390 13,409 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 700,146 921,831 900,875 (20,956) Operations & Maintenance 705,937 790,450 904,915 114,465 Capital Outlay 74,122 172,700 92,600 (80,100) Total Expenditures 1,480,205 1,884,981 1,898,390 13,409 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 52 Department Budgets | Parks and Recreation PARKS and RECREATION – RECREATION & CULTURE Significant Changes The decrease in 0.03 FTE is due to a decrease in Recreation Aide hours. The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The decrease in Operations & Maintenance is due to a $40k historic preservation grant in FY 2023/24 partially offset by increases in contracted personnel, recreation program supplies, and special events. The capital outlay is for a Conex box for Steam Pump Ranch. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)6.70 6.70 6.67 (0.03) % of Towns FTEs 1.57% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 606,558 706,400 731,500 25,100 Grants & Contributions Fund -40,000 - (40,000) Total Expenditures 606,558 746,400 731,500 (14,900) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 406,679 418,600 435,500 16,900 Operations & Maintenance 194,449 305,121 283,500 (21,621) Capital 5,430 22,679 12,500 (10,179) Total Expenditures 606,558 746,400 731,500 (14,900) Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 53 Department Budgets | Parks and Recreation PARKS and RECREATION – AQUATICS Significant Changes The net increase in 0.27 FTE is due to the reclassification of part-time positions to full-time. The increase in Personnel is due to the above-mentioned reclassifications and a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The increase in Operations & Maintenance is due to new refrigerators, new competition timing pads, new lane lines, new deck chairs, and the replacement of recreation pool tiles. Capital outlay is for the replacement of the ADA pool lift. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)22.17 22.17 22.44 0.27 % of Towns FTEs 5.29% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 1,218,198 1,520,929 1,610,700 89,771 Total Expenditures 1,218,198 1,520,929 1,610,700 89,771 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 863,926 1,122,929 1,151,600 28,671 Operations & Maintenance 347,055 373,000 446,600 73,600 Capital Outlay 7,217 25,000 12,500 (12,500) Total Expenditures 1,218,198 1,520,929 1,610,700 89,771 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 54 Department Budgets | Parks and Recreation PARKS and RECREATION - COMMUNITY CENTER Significant Changes The net increase in 0.01 FTE is due to: 1) the reclassification of a part-time lifeguard supervisor to full-time (+0.25 FTE); 2) the removal of a part-time shift leader position(-0.24 FTE). The increase in personnel costs is primarily due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The increase in Operations & Maintenance is due: 1) contracted golf operations expenditures which will be offset by revenues; 2) building repair and maintenance costs were transferred from the Public Works - Facilities Maintenance budget. Capital Outlay is for the replacement of the ice machines at the CRC and various building repairs improvements to the facility. Debt service is related to capital leases for fitness and golf equipment. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)23.02 23.02 23.03 0.01 % of Towns FTEs 5.43% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change Community Center Fund 7,106,027 6,727,482 7,443,468 715,986 Total Expenditures 7,106,027 6,727,482 7,443,468 715,986 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures and Other Financing Uses by Type Actual Adopted Proposed Change Personnel 1,065,775 1,114,639 1,167,368 52,729 Operations & Maintenance 5,527,866 5,294,659 5,993,655 698,996 Capital Outlay 333,732 107,500 59,500 (48,000) Debt Service 178,654 210,684 222,945 12,261 Total Expenditures 7,106,027 6,727,482 7,443,468 715,986 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 55 Department Budgets | Police POLICE Significant Changes •The decrease in personnel costs is related to a reduction in budgeted Public Safety Pension Retirement System (PSPRS) additional contributions. •The decrease in Operations & Maintenance is primarily due to the transfer of general liability insurance to non-departmental, partially offset by increased outside professional services and various other operating costs. •The capital outlay consists of a grant funded vehicle, grant funded equipment, an evidence refrigerator, radio replacements, and a drone. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)138.73 139.73 139.73 - % of Towns FTEs 32.92% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 19,768,567 20,410,591 19,567,784 (842,807) Grants & Contributions Fund 186,276 490,500 562,450 71,950 Seizures & Forfeitures Fund 61,953 100,000 100,000 - Police Impact Fee Fund 557 857 -(857) Total Expenditures 20,017,353 21,001,948 20,230,234 (771,714) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 18,511,030 18,858,244 18,091,624 (766,620) Operations & Maintenance 1,307,618 1,940,204 1,655,110 (285,094) Capital Outlay 198,705 203,500 483,500 280,000 Total Expenditures 20,017,353 21,001,948 20,230,234 (771,714) Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 56 Department Budgets | Public Works PUBLIC WORKS 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Division Actual Adopted Proposed Change Administration 1,754,654 1,965,637 1,906,558 (59,079) Fleet & Facilities Maintenance 2,839,434 3,335,096 2,902,873 (432,223) Transportation Engineering 3,460,854 4,607,291 5,053,786 446,495 Street Maintenance 538,167 749,500 1,137,000 387,500 Stormwater 1,412,640 1,457,461 1,514,692 57,231 Transit 1,531,981 3,227,168 4,044,386 817,218 Total 11,537,730 15,342,153 16,559,295 1,217,142 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 77.11 78.11 79.11 1.00 % of Towns FTEs 18.64% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 5,889,331 6,763,736 6,946,578 182,842 Capital Fund 236,738 254,765 - (254,765) Grants & Contributions Fund -1,509,400 1,907,239 397,839 Highway Fund 3,298,826 4,888,791 6,110,786 1,221,995 PAG/RTA Fund 700,195 468,000 80,000 (388,000) Stormwater Utility Fund 1,412,640 1,457,461 1,514,692 57,231 Total 11,537,730 15,342,153 16,559,295 1,217,142 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 5,652,929 6,290,164 6,668,317 378,153 Operations & Maintenance 3,871,626 4,096,189 4,224,939 128,750 Capital Outlay 2,013,175 4,955,800 5,666,039 710,239 Total Expenditures 11,537,730 15,342,153 16,559,295 1,217,142 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 57 Department Budgets | Public Works - Administration PUBLIC WORKS - ADMINISTRATION Significant Changes •The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. •The decrease in Operations & Maintenance is primarily due to the transfer of general liability insurance costs to non-departmental partially offset by an increase in field supplies and outside professional services. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)15.75 15.75 15.75 - % of Towns FTEs 3.71% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 1,517,916 1,710,872 1,906,558 195,686 Capital Fund 236,738 254,765 - (254,765) Total Expenditures 1,754,654 1,965,637 1,906,558 (59,079) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 1,555,582 1,747,887 1,800,058 52,171 Operations & Maintenance 199,072 217,750 106,500 (111,250) Total Expenditures 1,754,654 1,965,637 1,906,558 (59,079) Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 58 Department Budgets | Public Works – Fleet & Facility Management PUBLIC WORKS – FLEET & FACILITY MANAGEMENT Significant Changes The increase of 1.00 FTE is due to the transfer and reclassification of the Procurement Specialist position from Town Manager's Office to a Senior Office Specialist. The increase in Personnel is due to: 1) the transfer and reclassification of the Procurement Specialist position from Town Manager's Office to a Senior Office Specialist; 2) a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The decrease in Operations & Maintenance is due to 1) transfer of transit vehicle gasoline to Public Works - Transit; 2) building repair & maintenance related to CRC transferred to the Community Center Fund Capital Outlay consists of: 1)680 exterior lighting upgrade; 2) run power to streets shed next to 680 maintenance bay; 3) Town Hall drinking fountain; 4) Town Hall building A - Exterior RR Door Operators ; 5) Town Hall building C - LED Lighting upgrade; 6) Town Hall Building F - Add ladder port for roof access; 7) capacity for equipment rehabilitation and vehicle outfitting; 8) electric vehicle charging station for fleet vehicles. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)9.00 9.00 10.00 1.00 % of Towns FTEs 2.36% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 2,839,434 3,335,096 2,902,873 (432,223) Total Expenditures 2,839,434 3,335,096 2,902,873 (432,223) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 596,058 719,346 827,923 108,577 Operations & Maintenance 2,118,570 2,370,750 1,937,950 (432,800) Capital Outlay 124,806 245,000 137,000 (108,000) Total Expenditures 2,839,434 3,335,096 2,902,873 (432,223) Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 59 Department Budgets | Public Works – Street Maintenance PUBLIC WORKS – STREET MAINTENANCE Significant Changes The increase in Operations & Maintenance is due to ROW cleanup services, street maintenance, trafficade service, and increased cost in rentals and supplies Capital Outlay consists of the replacement of a class 8 tandem axle dump truck and a F450 4X4 dump truck. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)---- % of Towns FTEs 0.00% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change Highway Fund 538,167 749,500 1,137,000 387,500 Total Expenditures 538,167 749,500 1,137,000 387,500 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Operations & Maintenance 516,869 639,500 767,000 127,500 Capital Outlay 21,298 110,000 370,000 260,000 Total Expenditures 538,167 749,500 1,137,000 387,500 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 60 Department Budgets | Public Works – Transportation Engineering PUBLIC WORKS – TRANSPORTATION ENGINEERING Significant Changes The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The increase in Operations & Maintenance is due to a new bridge maintenance program. Capital Outlay consists of the pavement preservation program and minor equipment expenditures. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)12.00 12.00 12.00 - % of Towns FTEs 2.83% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change Highway Fund 2,760,659 4,139,291 4,973,786 834,495 PAG/RTA Fund 700,195 468,000 80,000 (388,000) Total Expenditures 3,460,854 4,607,291 5,053,786 446,495 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 1,195,566 1,262,861 1,334,281 71,420 Operations & Maintenance 406,409 401,430 544,505 143,075 Capital Outlay 1,858,879 2,943,000 3,175,000 232,000 Total Expenditures 3,460,854 4,607,291 5,053,786 446,495 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 61 Department Budgets | Public Works – Stormwater Utility PUBLIC WORKS – STORMWATER UTILITY Significant Changes The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The increase in Operations & Maintenance is primarily due to the increase of Town-wide indirect cost allocations of supporting services offset by reductions in gasoline and travel & training. Capital outlay relates to drainage operating projects. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)9.73 9.73 9.73 - % of Towns FTEs 2.29% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change Stormwater Fund 1,412,640 1,457,461 1,514,692 57,231 Total Expenditures 1,412,640 1,457,461 1,514,692 57,231 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 865,268 947,302 1,018,858 71,556 Operations & Maintenance 540,718 375,159 425,834 50,675 Capital Outlay 6,654 135,000 70,000 (65,000) Total Expenditures 1,412,640 1,457,461 1,514,692 57,231 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 62 Department Budgets | Public Works – Transit Services PUBLIC WORKS – TRANSIT SERVICES Significant Changes The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates. The net increase in Operations & Maintenance is due to the transfer of Transit vehicle gasoline costs from Fleet Maintenance partially offset by the transfer of vehicle insurance to Non-Departmental Capital outlay relates to transit van replacements, which are 80% funded with ADOT grants. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)30.63 31.63 31.63 - % of Towns FTEs 7.45% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change General Fund 1,531,981 1,717,768 2,137,147 419,379 Grants & Contributions Fund -1,509,400 1,907,239 397,839 Total Expenditures 1,531,981 3,227,168 4,044,386 817,218 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 1,440,455 1,612,768 1,687,197 74,429 Operations & Maintenance 89,988 91,600 443,150 351,550 Capital Outlay 1,538 1,522,800 1,914,039 391,239 Total Expenditures 1,531,981 3,227,168 4,044,386 817,218 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 63 Department Budgets | Water Utility WATER UTILITY 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Division Actual Adopted Proposed Change Administration 2,966,321 3,166,829 2,964,741 (202,088) Engineering and Planning 4,858,976 6,272,087 6,443,746 171,659 Operations 5,106,216 5,898,478 6,206,383 307,905 WRSDIF 171,803 178,714 162,000 (16,714) Total 13,103,316 15,516,108 15,776,870 260,762 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE) 40.48 40.48 40.48 - % of Towns FTEs 9.52% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change Water Utility fund 12,931,513 15,337,394 15,614,870 277,476 WRSDIF Fund 171,803 178,714 162,000 (16,714) Total Expenditures 13,103,316 15,516,108 15,776,870 260,762 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 3,519,661 3,870,809 3,964,140 93,331 Operations & Maintenance 9,230,915 11,365,507 11,360,284 (5,223) Capital Outlay 352,740 279,792 452,446 172,654 Total Expenditures 13,103,316 15,516,108 15,776,870 260,762 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 64 Department Budgets | Water Utility WATER UTILITY – ADMINISTRATION Significant Changes The net increase in Personnel is due to: 1) a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates; 2) the reclassification of a Water Utility Analyst to a Customer Service Supervisor, a lower pay grade; 3) turnover in the Water Conservation Specialist position filled at a lower pay rate. The decrease in Operations & Maintenance is primarily due to the reduction of Town-wide indirect cost allocations of supporting services. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)9.48 9.48 9.48 - % of Towns FTEs 2.23% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change Water Utility Fund 2,966,321 3,166,829 2,964,741 (202,088) Total Expenditures 2,966,321 3,166,829 2,964,741 (202,088) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures and Other Financing Uses by Type Actual Adopted Proposed Change Personnel 709,698 794,388 798,444 4,056 Operations & Maintenance 2,256,623 2,372,441 2,166,297 (206,144) Total Expenditures 2,966,321 3,166,829 2,964,741 (202,088) Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 65   Department Budgets | Water Utility  WATER UTILITY – ENGINEERING and PLANNING Significant Changes  The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates offset partially by turnover in the Construction Inspector position.  The net increase in Operations & Maintenance is due to: 1) CAP water wheeling; 2)CAP water delivery charges; 3) CAP water capital charges 4) partially offset by reduction in outside professional services due to assured water supply study in FY 2023/24 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)6.00 6.00 6.00 - % of Towns FTEs 1.41% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change Water Utility Fund 4,858,976 6,272,087 6,443,746 171,659 Total Expenditures 4,858,976 6,272,087 6,443,746 171,659 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 686,947 711,920 742,579 30,659 Operations & Maintenance 4,172,029 5,560,167 5,701,167 141,000 Total Expenditures 4,858,976 6,272,087 6,443,746 171,659 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 66   Department Budgets | Water Utility  WATER UTILITY – OPERATIONS Significant Changes  The increase in Personnel is due to a FY 2024/25 market adjustment for eligible employees and an increase in healthcare rates partially offset by turnover in various positions.  The increase in Operations & Maintenance is related to equipment repair and maintenance, reclaimed water, field supplies, and electricity for pumping.  Capital Outlay consists of new service meters, meter replacements, and the replacement of two trucks 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)25.00 25.00 25.00 - % of Towns FTEs 5.89% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change Water Utility Fund 5,106,216 5,898,478 6,206,383 307,905 Total Expenditures 5,106,216 5,898,478 6,206,383 307,905 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Personnel 2,123,016 2,364,501 2,423,117 58,616 Operations & Maintenance 2,630,460 3,254,185 3,330,820 76,635 Capital Outlay 352,740 279,792 452,446 172,654 Total Expenditures 5,106,216 5,898,478 6,206,383 307,905 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 67   Department Budgets | Water Utility  WATER UTILITY – WRSDIF Significant Changes  The reduction in Operations and Maintenance is primarily due to an impact fee study performed in FY 2023/24 partially offset by slight increase in CAP water charges. 2022/23 2023/24 2024/25 2023/24 To 2024/25 Personnel Summary Actual Adopted Proposed Change Full-time Equivalents (FTE)- - - - % of Towns FTEs 0.00% 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Fund Actual Adopted Proposed Change WRSDIF Fund 171,803 178,714 162,000 (16,714) Total Expenditures 171,803 178,714 162,000 (16,714) 2022/23 2023/24 2024/25 2023/24 To 2024/25 Expenditures by Type Actual Adopted Proposed Change Operations & Maintenance 171,803 178,714 162,000 (16,714) Total Expenditures 171,803 178,714 162,000 (16,714) Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 68   Debt Service  Debt Service The Town of Oro Valley occasionally issues debt to provide funding for the construction of capital projects. The Town has adopted financial policies on debt capacity that set guidelines for issuing debt and provide guidance in the timing and structuring of long-term debt commitments. The general policy of the Town is to fund capital projects with new, dedicated streams of revenue or voter-approved debt. Non-voter-approved debt may be utilized when a dedicated revenue source other than general revenue can be identified to pay debt service expenditures. The Town currently uses Excise Tax Revenue Bonds, Water Project Revenue Bonds, Clean Renewable Energy Bonds, and programs offered by the state as funding mechanisms for capital projects. The recommended FY24/25 budget includes outstanding debt by type and planned issuances as follows: Outstanding Principal at 6/30/2024 - $56,382,593 Excise Tax Supported Bonds - 40,789,128 4,020,354 Water Revenue supported Loans and Bonds 20,000,000 14,946,500 3,460,526 Leases and Financed Purchases - 646,965 264,506 Total - Town Debt 20,000,000 56,382,593 7,745,386 New Issuance Proposed in FY 24/25 Outstanding Debt at 6/30/2024 FY24/25 Principal and Interest Payments Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 69 Debt Service Forecasted annual principal and interest payments on the Town’s current outstanding debt through maturity Description of Debt Types – and Principal and Interest Payments through Maturity Excise Tax Revenue Bonds Excise Tax Revenue Bonds are issued by the Town for the purpose of financing the construction or acquisition of capital improvement projects. These bonds may be issued without voter approval. The Town of Oro Valley has issued excise tax revenue bonds for the construction and improvement of water facilities, parks and recreation amenities, the acquisition of land and construction of buildings to support Town services. In 2010, the Town issued Clean Renewable Energy Bonds in the amount of $2.4 million to finance the construction of solar panel covered parking structures in the parking lot of Town hall. The debt service is paid through a combination of energy savings, electricity rebates from Tucson Electric Power Company, and a 55% interest subsidy from the U.S. Treasury Department. In 2021, the Town issued pension obligation bonds to pay down an unfunded liability in the public safety pension retirement system (PSPRS). Repayment of the debt is pledged with excise sales tax, state shared revenue and other permit and fee revenues. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 70   Debt Service  Water Revenue Supported Bonds Water revenue bonds include bonds issued by the Town, pledging water revenues, and issued by the Town, pledging Town excise tax but are repaid with water revenues. The previously issued obligations financed improvements to the Town’s reclaimed and potable water systems. Water project revenue bonds may be issued without voter approval. Water Infrastructure Finance Authority Loans (WIFA) WIFA is a state agency with specific programs that can improve a city or town’s ability to use bonding as a revenue source. WIFA has the ability to assist smaller to medium-sized communities in pooling their bond issues to help lower the costs of issuing debt. They also have monies set aside to help secure the debt and allow the bonds to be issued at the lowest interest rate possible. WIFA’s charge is specifically with water and wastewater projects. In 2007, the Town received a $4.6 million WIFA loan for infrastructure expansion of the reclaimed water system in the Town. In 2009, the Town received a $2.3 million WIFA loan to finance existing water system infrastructure improvements. The 2007 and 2009 WIFA loans were refunded with the issuance of the 2021 Senior Lien Water Refunding Series. In 2014, the Town received a $4.7 million WIFA to finance meter replacements. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 71 Debt Service Lease and Financed Purchases The Town has lease purchase agreements for the financing of fitness equipment, golf carts, and printers. Debt Limit The Arizona Constitution limits the Town’s bonded debt capacity (outstanding principal) to a certain percentage of the Town’s secondary assessed valuation for General Obligation (G.O.) bonds. The Constitution states that for general municipal purposes, the Town cannot incur a debt exceeding 6% of the assessed valuation of taxable property. Additional bonds amounting to 20% of the assessed valuation of taxable property can be issued for water, lighting and sewer projects, and for the acquisition and development of land for open space preserves, parks, playgrounds and recreational facilities. The Town’s current bond holdings do not include G.O. bonds and, therefore, are not subject to the debt limitation. Debt Management The issuance of debt commits the Town to a significant, long-term recurring cost; therefore, each new debt issuance must be heavily scrutinized to ensure the Town’s ability to repay the debt. Debt service payments are contractual obligations that take legal precedence over most other Town expenditures. Heavy debt levels may consume a significant portion of an entity’s ongoing revenues and could impact an entity’s ability to provide services to citizens and residents, especially during economic downturns and revenue declines. When feasible, the Town may utilize cash reserves to fund a project, versus the issuance of debt. The Town’s financial policies on debt issuance and management also emphasize minimal borrowing costs and affordability of future debt service obligations Debt Repayment Forecast $- $10 $20 $30 $40 $50 $60 Millions Leases and Financed Purchases WIFA Loans Water Supported Bonds Excise Tax Revenue Bonds Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 72   Debt Service  Summary The below information summarizes the total outstanding principal and interest on current Town debt obligations for the next twenty years. A measure of a community’s financial soundness is its bond rating. The Town continues to maintain very strong coverage of debt service which contributes to the favorable bond ratings received from Standard & Poor’s Investors Service. FY Excise Tax Revenue Bonds Water Supported Bonds Water Supported WIFA Loans Leases and Financed Purchases Total 2025 4,020,354 3,084,110 376,416 264,506 7,745,386 2026 4,013,070 3,085,060 376,299 238,012 7,712,441 2027 3,697,070 2,937,599 376,178 160,698 7,171,545 2028 3,541,843 1,312,847 376,054 12,800 5,243,544 2029 3,150,700 1,006,444 375,926 4,533,070 2030 3,143,574 626,413 3,769,987 2031 3,143,401 506,462 3,649,863 2032 3,143,370 506,330 3,649,700 2033 2,973,085 505,766 3,478,851 2034 2,976,073 505,504 3,481,577 2035 2,799,668 2,799,668 2036 2,795,896 2,795,896 2037 2,798,399 2,798,399 2038 2,796,957 2,796,957 2039 2,791,821 2,791,821 2040 1,535,600 1,535,600 2041 1,533,900 1,533,900 2042 1,530,000 1,530,000 52,384,781 14,076,535 1,880,873 676,017 69,018,206 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 73   Interfund Transfers Interfund Transfers 2024/2025 Fund IN OUT GENERAL FUND To Capital Fund - CIP - 7,139,787 To Grants & Contributions Fund - 125,375 To Debt Service Fund - Debt Service - 2,138,179 TOTAL GENERAL FUND - 9,403,341 DEBT SERVICE FUND From General Fund - Debt Service 2,138,179 - From Police Impact Fee Fund - 2018 PD Evidence 42,718 - From Community Center Fund - 2021 P&R Bonds 1,544,925 - From Community Center Fund - 2016 Energy Efficiency Bonds 172,224 From Water Utility Fund - 2010 Clean Renewable Energy Bonds 2,333 - TOTAL DEBT SERVICE FUND 3,900,379 - SPECIAL REVENUE FUNDS HIGHWAY FUND From Capital Fund - CIP 4,000,000 - GRANTS & CONTRIBUTIONS FUND From General Fund 125,375 - From Capital Fund - CIP 2,381,448 - COMMUNITY CENTER FUND To Debt Service Fund - 2021 P&R Bonds - 1,544,925 To Debt Service Fund - 2016 Energy Efficiency Bonds - 172,224 TOTAL SPECIAL REVENUE FUNDS 6,506,823 1,717,149 CAPITAL PROJECT FUNDS CAPITAL FUND From General Fund 7,139,787 - To Highway Fund - 4,000,000 To Grants & Contributions Fund - 2,381,448 WRSDIF FUND From Water Utility Fund - NWRRDS CIP 6,860,000 - POLICE IMPACT FEE FUND To Debt Service Fund - 42,718 TOTAL CAPITAL PROJECT FUNDS 13,999,787 6,424,166 ENTERPRISE FUNDS WATER UTILITY FUND To WRSDIF Fund - NWRRDS CIP - 6,860,000 To Debt Service Fund - 2010 Clean Renewable Energy Bonds - 2,333 TOTAL ENTERPRISE FUNDS - 6,862,333 TOTAL ALL FUNDS 24,406,989 24,406,989 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 74 Capital Improvement Program | Program Overview Capital Improvement Program (CIP) Overview Providing infrastructure is a primary function of local governments. Maintaining public safety, Town services, parks and recreation facilities, adequate transportation systems, and the community’s quality of life are all heavily dependent on how the Town handles infrastructure issues. The Capital Improvement Program (CIP) is a comprehensive, ten-year plan of capital projects that will support the continued growth and development of the town. The CIP is used in implementing the General Plan and supporting the Town’s adopted Strategic Plan by developing a prioritized schedule of short-range and long-range community capital needs, evaluating projects, and analyzing the community’s ability and willingness to pay for them in the most cost- effective way. The Town uses the CIP as its method in determining future infrastructure requirements and planning the financing of facilities and equipment to maintain the service levels provided to town citizens. The Town identifies capital projects as those which: Cost $50,000 or more; Have an expected useful life of five or more years; and Becomes, or preserves, an asset of the Town Although facility repair and maintenance, as well as fleet replacements, do not meet the definition of a capital project, they are a significant expense for the Town, and thus are included in the CIP for planning purposes. The Town uses the Capital Improvement Program as an avenue of communication to the public. Through the CIP document, residents and businesses are provided with an accurate and concise view of the Town’s long-term direction for capital investment and the Town’s need for stable revenue sources to fund large multi-year capital projects. CIP projects funded in FY 2024/25 total $45,846,047. The table below shows this breakdown by fund: Fund Amount General Fund $657,700 Capital Fund $7,991,338 Highway Fund $5,586,000 Community Center Fund $2,118,000 Roadway Development Impact Fee Fund $100,000 Grants & Contributions Fund $6,557,239 Stormwater Utility Fund $665,000 Water Utility Fund $1,785,330 Water Impact Fee Fund $20,385,440 Total All Funds $45,846,047 Please refer to the comprehensive ten-year CIP schedules and the project descriptions for additional detail on all projects. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 75 Capital Improvement Program | Program Overview Capital Improvement Program Summary Fund 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30- 2033/34 Total General Fund 657,700$ 341,000$ 352,000$ 363,000$ 374,000$ 2,053,000$ 4,140,700$ Highway Fund 5,586,000 6,301,299 6,815,314 7,232,999 3,607,999 19,707,995 49,251,606 Community Center Fund 2,118,000 1,382,500 1,920,000 1,650,000 300,000 7,020,000 14,390,500 Capital Fund 7,991,338 2,501,500 3,049,500 4,022,800 3,148,500 17,344,500 38,058,138 PAG/RTA 12,000,000 12,000,000 74,318,000 98,318,000 Roadway Impact Fee Fund 100,000 750,000 500,000 2,700,000 1,750,000 5,800,000 Water Utility Fund 1,785,330 1,850,000 2,050,000 2,790,000 2,660,000 6,980,000 18,115,330 Stormwater Utility Fund 665,000 569,865 300,000 650,000 100,000 - 2,284,865 Grants Fund 6,557,239 1,316,000 1,356,000 1,397,000 1,439,000 7,878,000 19,943,239 Water Impact Fee/ GPF 20,385,440 15,250,000 - 35,635,440 Parks Impact Fee Fund 250,000 - 250,000 Total 45,846,047$ 30,262,164$ 15,842,814$ 30,855,799$ 26,329,499$ 137,051,495$ 286,187,818$ Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 76 Capital Improvement Program | Program Overview CIP Carryover from FY 2023/24 Adopted The following projects were budgeted in FY 2023/24 but are not expected to be completed in FY 2023/24. The amount for each project below is the estimated remaining budget needs in FY 2024/25 are included in the CIP project totals. Some of the carryover projects may be adjusted downward prior to the final budget adoption as work continues to progress through the end of FY 2023/24. Parks & Recreation ADA/Safety Walkway Concrete Improvements System Wide 150,000 Community Center Elevator and Entryway Improvements 1,565,490 Community Center Flat Roof Surface Replacement 223,000 CRC Restaurant Cooler/Freezer Modernization and Floor Repair 75,000 MUP – Phase II - Naranja Dr. (La Cañada Dr to Naranja Park entrance) 165,000 Parks Maintenance Toro Reelmaster Mower Replacement 85,000 Total Parks & Recreation Carryover 2,263,490 Public Facilities, Vehicles & Equipment Fuel Management Software (Gasboy Replacement) 70,000 Town Court Expansion 1,624,244 Traffic Camera Video Recording System 110,000 Vehicle Replacement Program 839,000 Total Public Facilities, Vehicles & Equipment Carryover 2,643,244 Stormwater Sierra Wash at Via Mandarina Drainage Improvements 365,000 Total Stormwater Carryover 365,000 Water System Big Wash Building Improvements 67,884 Control Systems – SCADA 65,000 La Cañada Booster Station Expansion 2,200,000 La Posada Well Equipping 421,946 Steam Pump Well 243,494 Total Water System Carryover 2,998,324 Grand Total 8,270,058 Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 77  Capital Improvement Plan | Projects by Category CIP Project Listing by Category* Denotes a project with carryforward funding from the prior yearFY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FY 31/32 FY 32/33 FY 33/34 10-Year TotalParks & Recreation7,998,490 1,824,500 2,855,000 3,672,800 1,163,000 5,097,000 5,435,000 1,306,000 100,000 100,000 29,551,790ADA/Safety Walkway Concrete Improvements System Wide* 150,000150,000Artificial Turf Installation at Community Center Entrance 82,50082,500CC Men's Jacuzzi to Outdoor Accessed Restroom 300,000300,000Community Center Audio System Upgrade100,000100,000Community Center Elevator and Entryway Improvements* 1,565,4901,565,490Community Center Exterior Stucco repair and Painting 195,000195,000Community Center Flat Roof Surface Replacement* 223,000 200,000 200,000 200,000 200,0001,023,000Community Center Parking Lot Reconfigure/Resurface - Bond VE 1,400,0001,400,000CRC Fitness Exterior Window Replacement 100,000100,000CRC Pool Deck and Equipment Renovation 100,000100,000CRC Renovation and Construction600,000 3,000,000 3,000,0006,600,000CRC Restaurant Cooler/Freezer Modernization and Floor Repair* 75,00075,000Equipment Replacement (Golf Maintenance) - Greenmaster Mowers 125,000 125,000250,000Equipment Replacement (Golf Maintenance) - Reelmaster Mower 105,000105,000Golf Conquistador Lake Dredging 80,00080,000Golf John Deere Tractor Replacement 125,000125,000Golf Maintenance - Parking Lot Reconstruction 300,000300,000Golf Maintenance Facility Siding Replacement and Exterior Painting 100,000100,000Improved Landscape and Gathering Area at Aquatic Center 330,000330,000James D. Kriegh Park - Egleston Road Connection Parking lot 60,000 750,000810,000James D. Kriegh Park - North Area Improvements78,000 975,0001,053,000James D. Kriegh Park - North Parking Lot Improvements 375,000375,000James D. Kriegh Park - Racquetball/Basketball Court Conversion 22,800 285,000 250,000557,800James D. Kriegh Park Field Lighting50,000 2,000,0002,050,000MUP – Phase II - Naranja Dr. (La Cañada Dr to Naranja Park entrance)* 165,000165,000MUP Big Wash Trailhead Improvements 250,000250,000OVAC Diving Board and Dive Block Replacement136,000136,000OVAC Olympic Pool Heater Replacement500,000500,000OVAC Pool Replastering 200,000200,000OVAC Pump Room Upgrades - Phase Two 112,000112,000Parks Maintenance Toro Reelmaster Mower Replacement* 85,00085,000Pusch Ridge Golf Bridge Replacement 400,000400,000Pusch Ridge Golf Course Pathway Bank Protection Improvements 300,000300,000Pusch Ridge Golf Course Pavement Preservation 275,000275,000Pusch Ridge Tennis Bleachers and ADA Accessibility 200,000200,000Pusch Ridge Tennis Court Lighting Replacement 300,000300,000Pusch Ridge Tennis Court Resurfacing120,000120,000Pusch Ridge Tennis Landscape Improvements 250,000250,000Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget78  Capital Improvement Plan | Projects by Category CIP Project Listing by Category* Denotes a project with carryforward funding from the prior yearFY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FY 31/32 FY 32/33 FY 33/34 10-Year TotalParks & Recreation (continued)Pusch Ridge Turf Reduction 75,00075,000Riverfront Park - Field Lighting Replacement 1,000,0001,000,000Riverfront Park - Parking Lot Expansion60,000 750,000810,000Riverfront Park - Playground Renovation500,000500,000Riverfront Park - ramada over sports courts22,000 275,000297,000Steam Pump Ranch Farmer's Market Structure Upgrade250,000250,000Vistoso Trails Nature Preserve Site Improvements200,000 200,000 200,000 200,000 200,000 100,000 100,000 100,000 100,000 100,0001,500,000VTNP Revegetation and Beautification4,000,0002,000,000Public Facilities, Vehicles & Equipment8,718,387 3,671,500 4,142,500 4,025,000 4,278,500 4,915,000 4,001,000 4,147,500 4,464,500 4,284,500 46,648,38750' Towable Lift - Fleet Pool Equipment 67,00067,000680 Fuel Station Renovation450,000450,000680 Maintenance Yard Back-up Generator50,000 500,000550,000CRC Golf Maintenance Sewer Connection125,000125,000Equipment Replacement Program289,500 260,500 368,000 418,500 403,000 204,000 178,500 178,500 178,5002,479,000Facility Maintenance Program330,700 341,000 352,000 363,000 374,000 386,000 398,000 410,000 423,000 436,0003,813,700Fleet F150 Super Cab EV58,00058,000Fuel Management Software (Gasboy Replacement)*70,00070,000MOC Decommissioning50,00050,000MOC Transit Maintenance Facility - Design38,00038,000MOC Water and Transit flat roof surface replacement70,00070,000Network Storage50,00050,000100,000Phone System Refresh300,000300,000Server OS Refresh60,00060,000120,000Streets & Drainage F450 Regular Cab 4X4 Dump Bed105,000105,000Streets & Drainage Tandem Axle Class 8 Truck with Dump body 255,000255,000Town Court Expansion*2,948,4882,948,488Town Hall Admin Building A, Remodel I&T area335,000115,000450,000Town Hall, Building A, Elevator System Modernization75,00075,000Town-Wide Drainage Study100,000100,000Traffic Camera Video Recording System*110,000110,000Upgrade Desktop Operating Systems200,000200,000400,000Vehicle Replacement Program*3,789,199 2,928,000 3,085,000 3,174,000 3,336,000 3,261,000 3,399,000 3,499,000 3,563,000 3,670,00033,704,199VTNP Maintenance Facility Roof Repair and Security210,000210,000Public Safety260,000260,000PD Evidence Facility HVAC Improvement160,000160,000Replace 911 Recording System100,000100,000Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget79  Capital Improvement Plan | Projects by Category CIP Project Listing by Category* Denotes a project with carryforward funding from the prior yearFY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FY 31/32 FY 32/33 FY 33/34 10-Year TotalStormwater665,000 386,445 650,0001,701,445Mutterer's Wash Bank Improvements*500,000500,000Oro Valley Country Club Drainage and Pavement Improvement 300,000300,000Public Storm Sewer Survey and Assessment 150,000150,000Sierra Wash at Glover Road Culvert and Apron Rehabilitation 386,445386,445Sierra Wash at Via Mandarina Drainage Improvements* 365,000365,000Streets/Roads6,209,400 7,349,719 6,935,314 19,857,999 18,437,999 29,599,999 30,964,999 13,499,999 10,090,999 12,344,999 155,291,426(RTA) Lambert Lane Widening (Thornydale Rd to Rancho Sonora Dr) 25,000,000 27,000,00052,000,000(RTA) Shannon Road Widening - Lambert Lane to Tangerine Road 12,000,000 13,000,00025,000,000Annual Bridge Maintenance Program 140,000 59,999 59,999 59,999 59,999 59,999 59,999 59,999 59,999 59,999679,991First Ave. Mill & Overlay (CDO Bridge to Tangerine Rd.) 1,695,0001,695,000Illuminated Street Signs 60,500 62,315122,815La Cañada Bridge Deck Repair 1,657,8001,657,800La Cañada Drive Mill/Overlay - CDO Bridge to Lambert Lane 1,310,0001,310,000La Cañada Drive Phase III (Naranja Dr. to Tangerine Rd.) 678,000678,000La Canada Traffic Signal - Street Improvements (near Lehman Academy) 600,000600,000Linda Vista Blvd Safety (Calle Buena Vista to Oracle Rd)3,121,0003,121,000Magee Road Mill/Overlay - Northern to SR77 591,000591,000Moore Rd La Cholla Blvd Intersection500,000 1,700,0002,200,000Moore Road Widen (La Cholla Blvd to La Cañada Drive)9,417,0009,417,000Naranja Dr. Widening ( La Cholla Bl. to 1st Ave.)3,394,0003,394,000Oracle Rd & Rams Field Intersection750,000750,000Palisades Road Widening (1st Ave to 1 mile east)5,886,0005,886,000Pavement Preservation - Non Roadways 233,400 115,000 120,000 125,000 130,000 135,000 140,000 145,000 150,000 155,0001,448,400Pavement Preservation - Roadways 3,150,000 3,245,000 3,343,000 3,444,000 3,548,000 3,655,000 3,765,000 3,878,000 3,995,000 4,115,00036,138,000Pomegranate Drive - Drainage Improvement and Roadway Stabilization 183,420183,420Rancho Vistoso & Woodburne Intersection 100,000 750,000850,000Rancho Vistoso Blvd Mill/Overlay (Moore Rd to Tangerine Rd)1,500,0001,500,000Rancho Vistoso Bridge Deck Repair over Honeybee Wash 685,000 750,0001,435,000RV Blvd Mill/Overlay - Honey Bee Wash Bridge to Green Tree Drive 2,034,0002,034,000Tangerine Road Mill/Overlay (La Cañada Dr. to Oracle Rd.) 2,600,0002,600,000Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget80  Capital Improvement Plan | Projects by Category CIP Project Listing by Category* Denotes a project with carryforward funding from the prior yearFY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FY 31/32 FY 32/33 FY 33/34 10-Year TotalWater System21,994,770 17,030,000 1,910,000 2,650,000 2,450,000 1,660,000 1,160,000 1,160,000 1,360,000 1,360,000 52,734,770Big Wash Building Improvements* 67,88467,884Booster Station HP Tank Replacement 170,000 170,000 170,000 170,000 170,000 170,000 170,000 170,000 170,0001,530,000Booster Station Rehabilitation 100,000 370,000 500,000 1,240,000 740,000 250,000 50,000 50,000 250,000 250,0003,800,000Control Systems - SCADA* 265,000 500,000 500,000 500,000 500,000 500,000 200,000 200,000 200,000 200,0003,565,000El Con/El Camino Diestro main and valve replacement 160,000160,000La Cañada Booster Station Expansion* 2,220,0002,220,000La Posada Well Equipping* 471,946471,946NWRRDS (Independent) Booster Station at Partnered Reservoir 2,450,000 750,0003,200,000NWRRDS (Independent) E-Zone main interconnect to Tangerine 1,600,0001,600,000NWRRDS (Independent) Pipeline from Partnered Reservoir to indep. Res 4,000,000 7,200,00011,200,000NWRRDS (Independent) Shannon Road Booster Station 400,000400,000NWRRDS (Partnered) Pipeline Construction - Transmission Main 3,500,000 6,100,0009,600,000NWRRDS (Partnered) Reservoir Construction 4,000,0004,000,000NWRRDS (Partnered) Well Equipping, TRICO power to sites 1,200,000 1,200,0002,400,000Reclaimed Facility Booster Rehabilitation 320,000320,000Reservoir Rehabilitation 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,0002,000,000Steam Pump Well* 543,494543,494Water Meters- New Connections (based on 210 meters per year) 276,446 150,000 150,000 150,000 150,000 150,000 150,000 150,000 150,000 150,0001,626,446Well HP Tank Replacement 170,000 170,000 170,000 170,000 170,000 170,000 170,000 170,000 170,0001,530,000Well Rehabilitation 220,000 220,000 220,000 220,000 520,000 220,000 220,000 220,000 220,000 220,0002,500,000Grand Total45,846,047 30,262,164 15,842,814 30,855,799 26,329,499 41,271,999 41,560,999 20,113,499 16,015,499 18,089,499 286,187,818Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget81 Capital Improvement Plan | Contingent Projects by Category The following projects were identified through the Capital Improvement Plan process but excluded from the CIP as they currently do not have a dedicated funding source. Contingent CIP Project Listing by Category* Denotes a project with carryforward funding from the prior yearFY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FY 31/32 FY 32/33 FY 33/34 10-Year TotalParks & Recreation170,999 286,000 1,950,000 2,030,000 4,750,0001,794,000 550,00011,530,999ADA Pathway Pusch View CDO River Park99,99999,999MUP - Phase III – Alignment (CDO wash to James D. Kriegh Park)1,500,0001,500,000Naranja Park Archery Range - Paved Parking, Lights, Landscape44,000 550,000594,000Naranja Park Basketball Courts Bond VE250,000250,000Naranja Park Entry Site Improvements36,000 450,000486,000Naranja Park Fields 7 & 8 - Park Bond Project VE3,000,0003,000,000Naranja Park Maintenance Facility1,200,0001,200,000Naranja Park Pickleball Courts (3) and Shade Structure330,000330,000Naranja Park Ramadas250,000500,000750,000Naranja Park Skate Park expansion Park Bond Project VE250,000250,000Proctor/Lieber House Renovation1,500,0001,500,000Steam Pump Ranch - New Northern Entry by Panhandle Stables/Event Space1,500,0001,500,000Steam Pump Ranch - Solar Lighting*71,00071,000Public Facilities, Vehicles & Equipment520,000 310,000 650,000 175,0001,655,000Administration Building Efficiency Renovation50,000 500,000550,000CEDPW Building D File Room to Conference Room Renovation20,000 110,000130,000MOC Perimeter Fence & Entry Gate450,000450,000Public Works Operations Laydown Yard50,000 150,000 150,000 175,000525,000Public Safety4,040,000 18,375,000 18,000,00040,415,000Future Police Station4,000,000 18,000,000 18,000,00040,000,000PD Main Town Hall, Building F, Locker Room Remodel40,000 375,000415,000Streets/Roads200,000 4,320,000 4,517,0169,037,016First Avenue Bridge Deck Repair2,662,0002,662,000Rancho Vistoso Blvd Bridge Deck Repair4,079,0164,079,016Sun City Light Circuit #3438,000438,000Tangerine Rd. Bridge Deck Repair over Big Wash1,658,0001,658,000VTNP Crossing (Vistoso Highlands @ Stone Canyon)200,000200,000Grand Total Contingent CIP890,999 8,956,000 25,492,016 20,205,000 4,750,0001,794,000 550,00062,638,015Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget82 CIP Project Descriptions Parks & Recreation PROJECT TITLE:ADA/Safety Walkway Concrete Improvements System Wide FY 24/25 PROJECT BUDGET: $150,000 PRIMARY FUNDING: Capital Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: CC Men's Jacuzzi to Outdoor Accessed Restroom FY 24/25 PROJECT BUDGET: $300,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: $1,500 PROJECT TITLE: Community Center Elevator and Entryway Improvements FY 24/25 PROJECT BUDGET: $1,565,490 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Unknown at this time PROJECT TITLE: Community Center Flat Roof Surface Replacement FY 24/25 PROJECT BUDGET: $223,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Reduced maintenance costs The following are detailed descriptions of all of the recommended CIP projects for Fiscal Year 2024/25. Discussion includes potential operating impact to the Town (if known and identifiable at this time) as well as indicating any additional funding the Town will receive to complete the project. Repair and replace broken and heaved sidewalks. Create improved connections and ramps to improve safety and accessibility. Converting unused and boarded up Men's locker room jacuzzi into an outdoor restroom will benefit community center users. Construction of an elevator and modified entrance at the Town's Community Center Replace roofing material on all flat roofs at the Community Center Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 83 CIP Project Descriptions PROJECT TITLE:CRC Restaurant Cooler/Freezer Modernization and Floor Repair FY 24/25 PROJECT BUDGET: $75,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Equipment Replacement (Golf Maintenance) - Reelmaster Mower FY 24/25 PROJECT BUDGET: $105,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Golf Conquistador Lake Dredging FY 24/25 PROJECT BUDGET: $80,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Golf John Deere Tractor Replacement FY 24/25 PROJECT BUDGET: $125,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated Lifecycle replacement of current tractor circa 1990s. Machine includes a compact front loader for use in cleaning cart paths and loading/moving materials. The rotary cutter attachment will be bale to cut back the desert scrub, bushes, and woody plants in washes. Dredging of the Conquistador Golf Course lake to remove sediment and prevent the growth of weeds and subsequent clogging of the pump station intake. Replace refrigeration components and coat flooring for two walk-in coolers and one freezer Replacement of Reelmaster mower which is past it's useful life and has a worn pump, worn hoses, high oil consumption, and needs a total reel and roller replacement. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 84 CIP Project Descriptions PROJECT TITLE:MUP – Phase II - Naranja Dr. (La Cañada Dr to Naranja Park entrance) FY 24/25 PROJECT BUDGET: $165,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Parks Maintenance Toro Reelmaster Mower Replacement FY 24/25 PROJECT BUDGET: $85,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Pusch Ridge Golf Bridge Replacement FY 24/25 PROJECT BUDGET: $400,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Unknown at this time PROJECT TITLE: Pusch Ridge Tennis Bleachers and ADA Accessibility FY 24/25 PROJECT BUDGET: $200,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated Construct approximately seven tenths of a mile of multi-use path along West Naranja Drive from La Canada to the Naranja Park entrance Replace current 3550 D-Reel mower Replacement of the Pusch Ridge Golf Course Bridge. The bridge has exceeded its useful life and has been deemed structurally unsafe to use in its current condition necessitating a replacement. Install bleachers on a cement slab, appropriate for their support and anchoring, at the Pusch Ridge Tennis Facility. Additionally, ADA-accessible paths and a shade structure will be added. The need arises from the demolition of the unsafe existing bleachers. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 85 CIP Project Descriptions PROJECT TITLE:Pusch Ridge Turf Reduction FY 24/25 PROJECT BUDGET: $75,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Steam Pump Ranch Farmer's Market Structure Upgrade FY 24/25 PROJECT BUDGET: $250,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Potential for reduced maintenance costs as buildings are repaired PROJECT TITLE: Vistoso Trails Nature Preserve Site Improvements FY 24/25 PROJECT BUDGET: $200,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Approx $100k operating and maintenance cost annually Replace the damaged and demolished former shade structure used by the Heirloom Farmer's Market on the property. This structure is necessary to ensure the market is able to stay at the Ranch. Vistoso Trails Nature Preserve continued site improvements per the Master Plan Indigo Golf would contract for installation of directional pop-up sprinklers for the tee boxes at the Pusch Ridge Golf Course. There will be some turf reduction and water savings around the tee box areas. Decomposed granite will be used for beautification in areas transitioning back to desert. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 86 CIP Project Descriptions PROJECT TITLE:VTNP Revegetation and Beautification FY 24/25 PROJECT BUDGET: $4,000,000 PRIMARY FUNDING:Grant(s) - $2,000,000 ADDITIONAL FUNDING: General Fund - $2,000,000 PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Unknown at this time Revegetation of the Vistoso Trails Nature Preserve with native seeding Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 87 CIP Project Descriptions Public Facilities, Vehicles & Equipment PROJECT TITLE:50' Towable Lift - Fleet Pool Equipment FY 24/25 PROJECT BUDGET: $67,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: PROJECT TITLE: 680 Fuel Station Renovation FY 24/25 PROJECT BUDGET: $450,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: PROJECT TITLE: CRC Golf Maintenance Sewer Connection FY 24/25 PROJECT BUDGET: $125,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: PROJECT TITLE: Facility Maintenance Program FY 24/25 PROJECT BUDGET: $330,700 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: No changes in operating costs anticipated The procurement of a 50' towable lift will eliminate an existing single point of failure in our streets signals department. Should the bucket truck fail or be unavailable, staff may be unable to repair streetlights in the mandated timeframe. Additionally, Facilities Maintenance, Parks Maintenance, and others will be able to use the equipment. $600 Design and construct a modern fuel station at 680 Calle Concordia which will improve efficiencies at the station Unknown at this time Unknown at this time The objective of this project is to address the failed septic system at the Community and Recreation Center's (CRC) Golf Maintenance Facility by connecting it to the existing sanitary sewer system. The current system is located on private property. Maintenance and rehabilitation of Town owned facilities. Annual repair and maintenance of Town owned facilities and assets are crucial to maintain and extend the useful life of the asset Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 88 CIP Project Descriptions PROJECT TITLE:Fleet F150 Super Cab EV FY 24/25 PROJECT BUDGET: $58,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: PROJECT TITLE: Fuel Management Software (Gasboy Replacement) FY 24/25 PROJECT BUDGET: $70,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Reduced maintenance costs PROJECT TITLE: Streets & Drainage F450 Regular Cab 4X4 Dump Bed FY 24/25 PROJECT BUDGET: $105,000 PRIMARY FUNDING: Highway Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Unknown at this time PROJECT TITLE: Streets & Drainage Tandem Axle Class 8 Truck with Dump body FY 24/25 PROJECT BUDGET: $255,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Unknown at this time Unknown at this time Procurement of F150 Super cab electric truck for the Town fleet Replace current Gasboy system with current technology to ensure that fueling continues to be served from 680 location Replacement of 2008 Ford 450 Dump Bed work truck, includes misc. outfitting and tools Replacement of 1987 International Class 8 Dump Truck, includes misc. outfitting and tools. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 89 CIP Project Descriptions PROJECT TITLE:Town Court Expansion FY 24/25 PROJECT BUDGET: $2,948,488 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: $6,500 - Minimal utility and maintenance cost increases with expanded building PROJECT TITLE:Traffic Camera Video Recording System FY 24/25 PROJECT BUDGET: $110,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Upgrade Desktop Operating Systems FY 24/25 PROJECT BUDGET: $200,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Vehicle Replacement Program FY 24/25 PROJECT BUDGET: $3,789,199 PRIMARY FUNDING: General Fund - $2,087,410 ADDITIONAL FUNDING: ADOT Grants - $1,525,791 Water Utility Fund - $176,000 PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Reduced maintenance costs as aging vehicles are replaced Annual replacement of vehicles across Town departments. Replacement of aging fleet helps control vehicle repair and maintenance costs. Vehicle reserves are set aside annually to fund replacements. Town Court building expansion. The current court building is too small to accommodate needs. Establish a recording server for the Town of Oro Valley signalized intersections. By establishing our own recording server we can improve the reliability and accessibility to these cameras . Replacement and update of desktop operating systems. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 90 CIP Project Descriptions PROJECT TITLE:VTNP Maintenance Facility Roof Repair and Security FY 24/25 PROJECT BUDGET: $210,000 PRIMARY FUNDING: Community Center Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated Repair the roof of a six-bay maintenance facility with offices, which was recently donated to the Town. Although the facility is currently disused, the repair is essential to protect the asset and prevent further deterioration. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 91 CIP Project Descriptions Public Safety PROJECT TITLE:PD Evidence Facility HVAC Improvement FY 24/25 PROJECT BUDGET: $160,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: $3,500 PROJECT TITLE: Replace 911 Recording System FY 24/25 PROJECT BUDGET: $100,000 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated The aim of this construction-only project is to execute the approved plans for installing a split-unit HVAC system in the evidence facility at the 500 W. Magee Police Substation. The new system will provide accurate climate control across three evidence rooms, ensuring the proper preservation of evidence. This project will replace the current 911 recording system with a newer more reliable system. This system includes physical hardware for recording and storage of the emergency call, software licensing, 5 years of prepaid warranty for the hardware and 5 years of prepaid software subscription. The vendor will provide installation services and training. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 92 CIP Project Descriptions Stormwater PROJECT TITLE:Oro Valley Country Club Drainage and Pavement Improvement FY 24/25 PROJECT BUDGET: $300,000 PRIMARY FUNDING: Stormwater Utility Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: $3,500 O&M PROJECT TITLE: Sierra Wash at Via Mandarina Drainage Improvements FY 24/25 PROJECT BUDGET: $365,000 PRIMARY FUNDING: Federal FEMA grant $210,000 (estimated) ADDITIONAL FUNDING: Stormwater Utility fees (matching funds) PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated Improvements to the outlet apron protecting the box culvert and roadway from potential failure. The Stormwater Utility has submitted a federal Hazard Mitigation Grant Program application under FEMA. Drainage and pavement improvements to address standing water and storm runoff at Oro Valley Country Club Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 93 CIP Project Descriptions Streets/Roads PROJECT TITLE:Annual Bridge Maintenance Program FY 24/25 PROJECT BUDGET: $140,000 PRIMARY FUNDING:Highway Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: $50,000 reduced O&M costs PROJECT TITLE: La Cañada Drive Mill/Overlay - CDO Bridge to Lambert Lane FY 24/25 PROJECT BUDGET: $1,310,000 PRIMARY FUNDING: Highway Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Magee Road Mill/Overlay - Northern to SR77 FY 24/25 PROJECT BUDGET: $591,000 PRIMARY FUNDING: Highway Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated This program will focus on addressing nonstructural issues related to Town bridges identified in the latest report from the Arizona Department of Transportation (ADOT). Mill the upper two inches of asphalt rubber pavement and repave with conventional asphalt from the Town's south corporate limit on la Cañada Drive to Lambert Lane. The asphalt rubber pavement has reached the end of its lifecycle. Mill the upper two inches of asphalt rubber pavement and repave with conventional asphalt on Magee Road from SR77 (Oracle Road) to Northern Avenue. The asphalt rubber pavement has reached the end of lifecycle. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 94 CIP Project Descriptions PROJECT TITLE:Pavement Preservation - Non Roadways FY 24/25 PROJECT BUDGET: $233,400 PRIMARY FUNDING: General Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: PROJECT TITLE: Pavement Preservation - Roadways FY 24/25 PROJECT BUDGET: $3,150,000 PRIMARY FUNDING: Highway Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: PROJECT TITLE: Rancho Vistoso & Woodburne Intersection FY 24/25 PROJECT BUDGET: $100,000 PRIMARY FUNDING: Roadway Impact Fee Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Unknown at this time PROJECT TITLE: Rancho Vistoso Bridge Deck Repair over Honeybee Wash FY 24/25 PROJECT BUDGET: $685,000 PRIMARY FUNDING: Grants Fund $650,000 ADDITIONAL FUNDING: Highway Fund - $35,000 PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated Maintaining adequate funding for this program prevents future costly reconstruction and rehabilitation Perform annual roadway treatments per the Town's pavement preservation and management program. Enhances and improves the roadway system Maintaining adequate funding for this program prevents future costly roadway reconstruction and rehabilitation A developer may be reconstructing this problematic intersection. The intersection is identified in the Town's Infrastructure Improvement Plan (IIP) as one of the projects used to determine growth development fee rates. As such, it is eligible to receive its share of collected development impact fees. This project is a partial-depth bridge deck repair on the westbound RV Blvd bridge over Honey Bee Wash. The work consists of removing the upper portion of the concrete deck and replacing it with high strength concrete. Annual pavement preservation for non-roadway assets. Cost effective asphalt surface treatments will be applied to the Town's parking lots and multi-use paths to preserve and extend the service life Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 95 CIP Project Descriptions Water System PROJECT TITLE:Big Wash Building Improvements FY 24/25 PROJECT BUDGET: $67,884 PRIMARY FUNDING: Water Utility Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Booster Station Rehabilitation FY 24/25 PROJECT BUDGET: $100,000 PRIMARY FUNDING: Water Utility Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Control Systems - SCADA FY 24/25 PROJECT BUDGET: $265,000 PRIMARY FUNDING: Water Utility Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: El Con/El Camino Diestro main and valve replacement FY 24/25 PROJECT BUDGET: $160,000 PRIMARY FUNDING: Water Utility Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Unknown at this time Enclose the openings at the existing Big Wash buildings to create storage space for spare parts and materials Rehabilitate select booster stations to return the boosters to optimum operational efficiency and maintain system reliability Instrumentation replacement due to aging infrastructure that is not compatible with newer Supervisory Control and Data Acquisition (SCADA) equipment Existing water system modifications at El Conquistador and El Camino Diestro Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 96 CIP Project Descriptions PROJECT TITLE:La Canada Booster Station Expansion FY 24/25 PROJECT BUDGET: $2,220,000 PRIMARY FUNDING: Water Impact Fee Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: La Posada Well Equipping FY 24/25 PROJECT BUDGET: $471,946 PRIMARY FUNDING: Water Impact Fee Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: NWRRDS (Independent) Booster Station at Partnered Reservoir FY 24/25 PROJECT BUDGET: $2,450,000 PRIMARY FUNDING: Water Impact Fee Fund ADDITIONAL FUNDING: Groundwater Preservation Fees PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Unknown at this time PROJECT TITLE: NWRRDS (Independent) E-Zone main interconnect to Tangerine FY 24/25 PROJECT BUDGET: $1,600,000 PRIMARY FUNDING: Water Impact Fee Fund ADDITIONAL FUNDING: Groundwater Preservation Fees PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: Unknown at this time Complete the equipping at the La Posada development at First Avenue and Lambert Lane. This project will replace lost well capacity, maintain healthy groundwater capacity during periods of increased summer demand and system redundancy in the event of a CAP water outage. This project consists of the construction of a booster station having a 4,000 acre-foot per year capacity that will pump recovered CAP water from the Partnered NWRRDS reservoir located near Lambert and Twin Peaks road to the Shannon Rd. Reservoir located near Shannon Rd. and Naranja Rd. Discharge piping to connect to system "E"Zone for customer delivery and La Canada reservoir to "F & G" Zone The purpose of this project is to provide an additional source water to "F" and "G" Zones from "E" Zone reservoir at La Canada which will improve the UVWU system redundancy and reliability. Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 97 CIP Project Descriptions PROJECT TITLE:NWRRDS (Independent) Pipeline from Partnered Reservoir to Independent Reservoir FY 24/25 PROJECT BUDGET: $4,000,000 PRIMARY FUNDING: Water Impact Fee Fund ADDITIONAL FUNDING: Groundwater Preservation Fees PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: NWRRDS (Independent) Shannon Road Booster Station FY 24/25 PROJECT BUDGET: $400,000 PRIMARY FUNDING: Water Impact Fee Fund ADDITIONAL FUNDING: Groundwater Preservation Fees PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: NWRRDS (Partnered) Pipeline Construction - Transmission Main FY 24/25 PROJECT BUDGET: $3,500,000 PRIMARY FUNDING: Water Impact Fee Fund ADDITIONAL FUNDING: Groundwater Preservation Fees PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: NWRRDS (Partnered) Reservoir Construction FY 24/25 PROJECT BUDGET: $4,000,000 PRIMARY FUNDING: Water Impact Fee Fund ADDITIONAL FUNDING: Groundwater Preservation Fees PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated This project consists of the construction of a water transmission main having a 4,000 acre-foot per year capacity that will deliver recovered CAP water from the Independent NWRRDS booster station to the Independent NWRRDS reservoir located near Naranja and Shannon Rd. Partnered forebay reservoir construction to supply recovered CAP water to the NWRRDS booster station. This project consists of the construction of a water transmission main having a 4,000 acre-foot per year capacity that will deliver recovered CAP water from the Independent NWRRDS booster station at the partnered reservoir to the NWRRDS Independent Shannon Rd. Reservoir located near Shannon Rd. and Lambert Ln. Construction based on previous year design to build a redundant connection to the Palisades area for improved reliability and service Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 98 CIP Project Descriptions PROJECT TITLE:NWRRDS (Partnered) Well Equipping, TRICO power to sites and associated tasks FY 24/25 PROJECT BUDGET: $1,200,000 PRIMARY FUNDING: Water Impact Fee Fund ADDITIONAL FUNDING: Groundwater Preservation Fees PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Reclaimed Facility Booster Rehabilitation FY 24/25 PROJECT BUDGET: $320,000 PRIMARY FUNDING: Water Utility Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Reservoir Rehabilitation FY 24/25 PROJECT BUDGET: $200,000 PRIMARY FUNDING: Water Utility Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Steam Pump Well FY 24/25 PROJECT BUDGET: $543,494 PRIMARY FUNDING: Water Impact Fee Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated Engineering will begin the process of evaluating new more efficient booster pumps, motors and maintenance on the facilities suction and discharge piping. Equip two partnered CAP water recovery wells with vertical turbine line shaft pumps and motors. Work also includes instrumentation and control as well as power to both sites. Annual reservoir rehabilitation program Well equipping and system tie-in for replacement of retiring well Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 99 CIP Project Descriptions PROJECT TITLE:Water Meters- New Connections (based on 210 meters per year) FY 24/25 PROJECT BUDGET: $276,446 PRIMARY FUNDING: Water Utility Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated PROJECT TITLE: Well Rehabilitation FY 24/25 PROJECT BUDGET: $220,000 PRIMARY FUNDING: Water Utility Fund ADDITIONAL FUNDING: N/A PROJECT DESCRIPTION: ANNUAL OPERATING IMPACT: None anticipated Purchase meters for new water system connections Remove existing pumping unit, rehabilitate the existing well casing and install new pumping unit Town of Oro Valley FY 2024/25 Town Manager's Recommended Budget 100