HomeMy WebLinkAboutMinutes - Budget and Finance Commission - 3/17/2026MINUTES
BUDGET AND FINANCE COMMISSION
REGULAR SESSION
MARCH 17, 2026
COUNCIL CHAMBERS
11000 N. LA CAÑADA DRIVE
REGULAR SESSION AT OR AFTER 4:00 PM
CALL TO ORDER at 4:01 PM by Vice Chair Garland
ROLL CALL
Present: (Via Zoom) John Moothart, Commissioner
Joyce Garland, Vice Chair
Erin Krapf, Commissioner
Absent:Eloho Okeze, Commissioner
Dan Karlsberg, Chair
Staff Present: Joe Winfield, Mayor
David Gephart, Chief Financial Officer
Jeff Wilkins, Town Manager
Wendy Gomez, Deputy Finance Director
Chris Hutchison, Senior Budget Analyst
PLEDGE OF ALLEGIANCE led by Vice Chair Garland
CALL TO AUDIENCE - No speaker cards were received
STAFF LIAISON REPORT
Chief Financial Officer, David Gephart, reported the following:
Congratulations to Deputy Finance Director, Wendy Gomez on achieving her Certified Public Finance Officer
credential with GFOA
The next Town Council Meeting will address:
The Five-Year Forecast Presentation that is on this Agenda
Happy Joes Pizza and Ice Cream Liquor License Approval Request
Discussion and Possible Action regarding the Tourism Advisory Commission rankings of the draft Oro
Valley Leisure Travel Management Plan Non-Operating recommendations
At the March 4th Town Council meeting:
Chief Financial Officer, David Gephart, presented the mid-year financials (to be heard this evening)
Town Council approved a Notice of Intent to increase potable water base rates for next fiscal year
A Reallocation of Funding request was approved to accommodate a change order for the Naranja
Drive Multi-Use Path
Staff received direction from Town Council on a possible traffic signal at the intersection of Tangerine
Road and Musette Drive
Direction to Staff regarding cellphone connectivity issues north of Tangerine Road
RTA Next passed
REGULAR SESSION AGENDA
3/17/26 Minutes, Budget and Finance Commission Regular Session 1
REGULAR SESSION AGENDA
1.REVIEW AND APPROVAL OF THE FEBRUARY 17, 2026 REGULAR SESSION MEETING MINUTES
Motion by Commissioner (Via Zoom) John Moothart, seconded by Commissioner Erin Krapf to approve
the February 17, 2026, Regular Session Meeting Minutes
Vote: 3 - 0 Carried
2.PRESENTATION AND POSSIBLE DISCUSSION OF THE TOWN'S FY25/26 FINANCIAL UPDATE
THROUGH DECEMBER 2025 (PLEASE REFERENCE ATTACHMENTS)
Presentation by Deputy Finance Director, Wendy Gomez. Discussion ensued amongst Staff and
Commissioners
3.DISCUSSION AND POSSIBLE RECOMMENDATION OF DRAFT PSPRS PENSION FUNDING POLICY
FOR FISCAL YEAR 2027
Presented by Chief Financial Officer, David Gephart. Discussion Ensued amongst Staff and Commissioners.
Mayor Winfield leaves the meeting at 5:00 PM
Motion by Commissioner (Via Zoom) John Moothart, seconded by Commissioner Erin
Krapf to recommend Town Council approval of the updated PSPRS pension funding policy for the fiscal
year ending June 30, 2027, as presented.
Vote: 3 - 0 Carried
4.PRESENTATION AND POSSIBLE DISCUSSION REGARDING THE TOWN'S PRELIMINARY FIVE-YEAR
FINANCIAL FORECAST THROUGH FY2030/2031. (Please reference attachments)
Presentation by Chief Financial Officer, David Gephart. Discussion ensued amongst staff and
commissioners.
5.PRESENTATION AND DISCUSSION OF BUDGET STABILIZATION PLAN
Presentation by Chief Financial Officer, David Gephart. Discussion ensued amongst Staff and
Commissioners.
Motion by Commissioner Erin Krapf, seconded by Commissioner (Via Zoom) John Moothart to
recommend Town Council approval of the Oro Valley Budget Stabilization Plan with recommended
changes.
Vote: 3 - 0 Carried
COUNCIL LIAISON COMMENTS
Mayor Winfield left a comment with the Recording Secretary, Melissa Flores, to inform the Commission of the
upcoming Celebrate Oro Valley Concert Series and the schedule is on the website.
ADJOURNMENT
Motion by Commissioner Erin Krapf, seconded by Commissioner (Via Zoom) John Moothart to adjourn
the meeting at 6:40 PM
3/17/26 Minutes, Budget and Finance Commission Regular Session 2
Vote: 3 - 0 Carried
I hereby certify that the foregoing minutes are a true and correct copy of the minutes of the regular session of the
Town of Oro Valley Budget and Finance Commission of Oro Valley, Arizona held on the 17th day of March, 2026. I
further certify that the meeting was duly called and held and that a quorum was present.
Dated this 17th day of March, 2026.
___________________________
Melissa Flores
Legal Secretary
3/17/26 Minutes, Budget and Finance Commission Regular Session 3