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HomeMy WebLinkAboutFY 2023-2024 Annual Budget and Financial Plan Town of Marana, Arizona Fiscal Year 2023 – 2024 Town Council Ed Honea, Mayor Jon Post, Vice Mayor Herb Kai John Officer Roxanne Ziegler Patti Comerford Jackie Craig Senior StaffTown Management Jane Fairall, Town AttorneyTerry Rozema, Town Manager David Udall, Town Clerk Erik Montague, Deputy Town Manager Yiannis Kalaitzidis, Finance Director Curry Hale, Human Resources Director Fausto Burruel, Public Works Director Prepared By Ricardo Carlos, Technology Services Director Yiannis Kalaitzidis, Finance Director Lisa Shafer, Community & Neighborhood Svcs Director William Knowles, Budget Manager Jason Angell, Development Services Director Ramon Armenta, Visual Communications Laine McDonald, Town Magistrate Designer Trudi Shumate, Court Administrator Reuben Nuñez, Chief of Police Jing Luo, Water Director Jim Conroy, Parks & Regulation Director Curt Woody, Economic Development 1 DISTINGUISHED BUDGET PRESENTATION AWARD The Government Finance Officers Association of the United States and Canada (GFOA) presented an award of Distinguished Budget Presentation to the Town of Marana, Arizona, for its annual budget for the fiscal year beginning July1, 2022. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communication device. The award is valid for a period of one year only. We believe our current budget continues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. 2 Table of Contents Introduction Town Leadership ............................................................................................................... 1 Distinguished Budget Presentation Award ................................................................... 2 Table of Contents ............................................................................................................. 3 Budget Message ............................................................................................................... 5 Town Organization Chart .............................................................................................. 11 Mayor & Town Council .................................................................................................. 12 Community Profile .......................................................................................................... 14 Town Demographics ...................................................................................................... 16 Town Map ........................................................................................................................ 18 Strategic Plan Summary ................................................................................................ 19 Budget Summary The Budget Policies & Process ...................................................................................... 25 Budget Calendar ............................................................................................................ 30 Financial Policies ............................................................................................................. 31 Budget Summary ............................................................................................................ 33 Revenue Summary ......................................................................................................... 35 Expenditure Summary .................................................................................................... 47 Staffing Summary ............................................................................................................ 48 Projection of Financial Condition by Fund Group ..................................................... 50 Departmental Budgets Department Summary ................................................................................................... 57 Mayor & Town Council .................................................................................................. 59 Town Manager ................................................................................................................ 62 Town Clerk ....................................................................................................................... 65 Human Resources ........................................................................................................... 68 Finance ............................................................................................................................ 71 Legal ................................................................................................................................. 74 Technology Services ...................................................................................................... 78 Development Services ................................................................................................... 81 Economic Development and Tourism ......................................................................... 86 Police ................................................................................................................................ 89 Courts ............................................................................................................................... 93 Public Works .................................................................................................................... 96 Parks & Recreation ....................................................................................................... 100 Community Development & Neighborhood Services ............................................ 104 3 Water .............................................................................................................................. 107 Water Reclamation ...................................................................................................... 111 Airport ............................................................................................................................. 114 Capital Improvement Plan Capital Improvement Program .................................................................................. 119 Administration & Budget Impacts of Capital Improvement Plan .......................... 122 Schedule of 5-year Capital Improvement Plan ....................................................... 123 Capital Improvement Project Sheets Road Infrastructure ......................................................................................................... 127 Public Goods & Parks Related ...................................................................................... 135 Airport .............................................................................................................................. 141 Water................................................................................................................................ 147 Water Reclamation ........................................................................................................ 156 Buildings ........................................................................................................................... 158 Supplemental Schedules Revenue Schedule ....................................................................................................... 165 Expenditure Schedule .................................................................................................. 167 Interfund Transfers Schedule ....................................................................................... 169 Debt Service Summary Schedule ............................................................................... 170 Carryover Requests Schedule .................................................................................... 179 Vehicle Replacement Schedule ................................................................................ 180 Authorized Position Schedule ..................................................................................... 181 Classified, Temporary, Non-Sworn & Sworn Salary Schedules ................................ 192 Appendices Budget Resolution ......................................................................................................... 206 Auditor General Budget Forms ................................................................................... 208 Summary of Fund Accounting Structure ................................................................... 217 Glossary of Terms .......................................................................................................... 218 4 FISCAL YEAR 2023-2024 TOWN MANAGER’S AdoptedBudget Message To theHonorable Mayorand Council: I am pleased to present toyou theFiscal Year 2023-2024 Manager’s AdoptedBudget for the Town of Marana. Thisadoptedbudgetis a structurally balanced spending plan thatreflects the Town of Marana’s commitmentto responsible fiscal policy, stewardship of public monies, and long-term sustainable financial planning. In fiscal year 2023, the Town of Marana adopted Strategic Plan Five and proudly unveiled its new mission to provide “five-star service for a thriving community.”The Town’s new mission statement is focused onmeeting communityneeds and providing excellent service to residents, customers,and businesses as we continue to grow. Each year during the budgeting process, we closely examine our goals and accomplishments to ensure the budget reflects the strategic priorities established by the Town Council. In the past year, we have seen many accomplishments across the fivefocus areas of our Strategic Plan: Cherished Heritage, Vibrant Community, Thriving Commerce, Healthy Lifestyles, and Proactive Public Services.As we continue to move forward, we will continue to identify additional goals and closely monitor our performance to ensure the needs of the community are met at the highest possible level of service. Cherished Heritage Marana’s heritage and history are near and dear to us all, including our staff and the community at large. By prioritizing CherishedHeritageas a focus area, we seek to leverage Marana’s historic and cultural legacy to strengthen community character, increase community pride, and build heritage-driven tourism.This year, our Signature Events were bigger than ever, offering more activities and fun for all ages.These events included the Star Spangled Spectacular, Marana’s Fall Festival, the Holiday Festival and Christmas Tree Lighting, andMarana Founders’ Day. In fiscal year 2023,theTown completed a project to preserve and reconstruct the Pole Barn structure at Marana Heritage River Park. The structure had been condemned due to structural deficiencies. In August of 2022, work began to fill the large cracks in the columns and perform 5 the epoxy injection stabilization of the columns. The newly reconstructed Pole Barn was completed just in time for use at the Town of Marana’s Fall Festival in October 2022. The Town also held a special unveiling for the newly restored “Man on the Horse” statue at the event. This public art piece located at Marana Heritage River Park is one of the art pieces that highlight Marana’s heritage. Improving recognition and awareness of Marana’s unique and rich heritage is a top priority. To increase awareness and provide educational opportunities about Marana’s heritage, the Town launched a heritage specific webpage: https://www.maranaaz.gov/heritage. The webpage, currently in its initial phase, will host heritage-related photos, resources, videos, and events. We also continue to embrace Marana’s film heritage by leveraging the Town’s destination marketing organization, Discover Marana. The Marana Film Office continues to engage with filmmakers to bring projects to Marana. In fiscal year 2024, we will continue honoring our heritage by investing in a new position that will focus on achieving the heritage-related goals identified in Strategic Plan Five. Vibrant Community Over the last ten years, the Town of Marana has led as the fastest-growing community in nd Southern Arizona. In fiscal year 2023, Marana was recognized as the 2 safest city in Arizona th with a population of over 30,000, and the 8best place to live in Arizona by Strategistico. In order to support new growth and expansion, the Town continues to invest in its future through strategic infrastructure investments. This year, we have seen the completion of significant projects around the Town, which continue to show the Town’s dedication to enhanced levels of service and safety to our community. A significant accomplishment for our community was the completion of the Twin Peaks Road and Sandario Road roundabout, which has improved traffic flow near Marana High School. The Town also completed the Silverbell Road Sidewalk Infill Project. This project was years in the making and residents now have access to new sidewalks, upgraded existing curb ramps, newly installed handrail and rock ground cover along the southbound side of North Silverbell Road from West Carefree Way to North Cortaro Road. In fiscal year 2024, we will continue to invest in our future with important capital projects. Current high-priority projects in the design phase include Twin Peaks Road – Rattlesnake Pass Widening, Tangerine Farms Road – Extension, Tangerine Road Widening – Phase 2A, and Tangerine Traffic Interchange Improvements. The Town of Marana is committed to providing a safe and connected multi-modal transportation system to support the mobility needs of present and future residents. In fiscal year 2023, the Town embarked on the preparation of the Transportation Master Plan. Ultimately, this plan will develop an action-oriented roadmap that will guide transportation investments for the next 25 years. The planning process for the Transportation Master Plan began in October 2022 and is scheduled to be completed by the end of calendar year 2024. With the Town’s population in excess of 50,000 people, the Town of Marana is now designated as an “Entitlement Community.” In fiscal year 2023, the Town of Marana accepted the U.S. 6 Department of Housing and Urban Development’s invitation to operate our own Community Development Block Grant (CDBG) program. The Community and Neighborhood Services Department has been working diligently on the development of the Five-Year Consolidated Plan and Annual Action Plan, which will allow the Town to receive CDBG grant funding. This plan, which includes public input, will outline the Town’s priorities, objectives, and strategies for the investment of CDBG funds to address community needs over the next five years. The draft plan is currently available for public input with anticipated approval before the end of fiscal year 2023. Lastly, delivering transparent and timely distribution of information and keeping our community informed is essential in creating a connected community. This year, we took our approach in delivering information to new heights with the launch of “Real Talk with the Town” podcast. To date, we have released over sixteen episodes addressing the community’s hard-hitting and pressing questions. Next year, we will continue to grow the podcast’s reach and identify innovative ways to ensure our community is informed. Thriving Commerce In fiscal year 2023, the Town’s economic development initiatives continued to yield positive results. The Town has not only seen higher-than-anticipated projections and collections for key revenue streams that fund essential services, but also significant wins in commercial and retail development around the community. North Marana is currently booming with commercial activity along the Tangerine Corridor. Southern Arizona Logistics Center broke ground this year with the development of two logistics building, 512,000 and 435,812 square feet, located between Interstate 10 and Clark Farms Boulevard. North Marana will soon welcome CTI Trucking, Mister Carwash, a Maverik gas station, and after several years of waiting, a Fry’s Superstore will be coming to Gladden Farms soon. The Marana Center at Twin Peaks Road continues to be an attractive destination for new businesses. Recent commercial projects include the addition of Springhill Suites, American Furniture Warehouse, Bill Luke Automotive, and QuikTrip. Along Cortaro Farms Road east of Interstate 10, Marana welcomed Dutch Bros, Filiberto’s Mexican Food, and future projects include Life-Self Storage, a Mazda dealership, and a Super Star Car Wash. While single-family residential projects have slowed down, we have seen impressive gains in multifamily housing projects throughout the community. Currently, over seven projects are under construction, totaling 1,266 units. Growth in multifamily is mostly led by the increase in commercial and retail development, and we anticipate a similar pace going into fiscal year 2024. In summary, we can see that Marana continues to be an attractive destination for businesses to locate, expand, and grow, whether they are commercial or retail in nature. The Town also continues to focus on the development of Downtown Marana. Marana Main Street will capture the traditional look and feel of a vibrant downtown district. In fiscal year 2023, Downtown Marana welcomed Starbucks and Dutch Bros. Staff have also been working closely with a master developer for the Downtown Main Street project. Marana Regional Airport continues to be a valuable asset to the community, and we have seen significant accomplishments in its growth and activities over the years. Marana Regional Airport is currently at 100% occupancy of aircrafts, storage hangars, and shade ports, with a 113+ 7 aircraft waiting list. The airport sees over 98,900 operations per year. The continued increase in the number of operations created the need for a tower to enhance airport safety and security. In fiscal year 2024, the Town will begin the design phase for the tower, and construction is slated to begin by fiscal year 2025. The Financial Aviation Administration (FAA) will fund 91.06% of the project and 100% of the labor costs, while the Town and Arizona Department of Transportation (ADOT) will each fund a 4.47% share. This year, the airport runway lights were upgraded to LED and additional projects are underway which include the design for rehabilitation of east and west hangar apron. Healthy Lifestyles Parks and Recreation is an essential cornerstone to any healthy and thriving community. Our main objective is to provide a variety of recreational, artistic, and cultural opportunities along with a flourishing natural environment to support healthy and active lifestyles. Bringing new parks, facilities, and outdoor recreational opportunities is a consistent priority for our community. A new community center has been a topic of conversation for the last few years. We are excited to announce that we are getting closer to making this facility a reality for our community. In fiscal year 2023, the Parks and Recreation Department began the design process for the new Marana Community Center and Aquatics Complex. The project team was assembled consisting of Abacus as the Project Manager, Architekton as the design firm, and Chasse Building to provide pre-construction services. After several meetings with stakeholders and the public, the design of the Marana Community and Aquatics Center is nearing completion with construction slated to begin in early fiscal year 2024. This facility will offer an array of programs, events, and activities to satisfy the needs and interests of all ages. We are continuing to add improvements to our regional trails system and connectivity. This year, staff has been working with CalPortland to finalize the land acquisition to complete the CalPortland portion of the Santa Cruz River Shared Use Path. This 1.8 mile section will connect North Marana to the entire Shared Use Path, and will increase visitation to Marana’s seven properties located along the Santa Cruz River. Other major Parks and Recreation projects that will be completed in fiscal year 2024 include the new Saguaro Bloom Community Park, which will contain two playgrounds, a dog park, lighted tennis and basketball courts, walking paths, and an open turf area. Proactive Public Services A thriving community demands exceptional governance. Here at Marana, we are committed to the highest level of service for our residents, businesses, customers, and employees. From providing quality infrastructure to addressing concerns, our dedicated workforce is prepared to deliver the most efficient and transparent service possible. As a water service provider, the Town is always thinking of ways to not only provide the best quality drinking water to our customers, but to ensure continuous water resources far into the 8 future. Several capital improvement projects have been identified to expand our water and waste water infrastructure and accommodate existing growth in Marana. Notable project highlights in fiscal year 2023 include the completions of the Lambert Well Rehabilitation Project and Tangerine Booster Station. We are also beginning construction of the Marana Park and North Marana Interceptor projects. In fiscal year 2023, staff also completed the Water Conservation and Drought Preparedness Plans to encourage water conservation and promote the efficient use of resources. Town staff, with the direction of the Town Council, worked diligently on the creation of Strategic Plan Five. After several months of planning, the Town Council adopted Strategic Plan Five in September 2022 to inspire and guide the work in all Town service areas in the years ahead. The overall plan is built on five focus areas with corresponding goals and strategies in each. Each strategic plan goal was assigned to a lead staff member responsible for the implementation techniques. In an effort to provide transparency on the goals and strategies identified in Strategic Plan Five, the Town also launched a public dashboard. Marana residents and stakeholders can now view and track the Town’s strategic plan progress by visiting: https://www.maranaaz.gov/strategic-plan. Through all Town initiatives, we recognize that it is our dedicated team of Marana employees who see the projects and programs from start to finish, and we will continue to invest directly in our employees. In recent years, we have seen labor shortages across various industries. Although Marana has not experienced significant challenges in recruiting and hiring talent, we recognize the importance of remaining competitive in the market. This year, after the completion of the Classification and Compensation Study, the Town adjusted employee pay grades to ensure we remain competitive and we have also implemented a compensation tool to attract and retain the best fit employees. New employee benefits coming at the onset of fiscal year 2024 include Sick and Managed Time Off payout for employees retiring or separating after 15+ years of service and positive changes to the vacation accrual rate. This budget not only invests in new positions to ensure we continue providing the quality services our growing population expects, but also provides funding to ensure our pay structure and employee benefits remain competitive in the market. Closing The spending plan detailed in this budget proposal considers these accomplishments as a guide for future goals. Prudent financial decisions, coupled with conservative forecasting methods, have strengthened the Town’s financial position. As we move into fiscal year 2024, we will remain financially prepared to meet the diverse challenges we may face in the future. As Marana succeeds and grows, we will continue to invest strategically while ensuring we deliver the best service to the community. This budget demonstrates a commitment to our vision of providing the best quality of life to our residents and to the tenets of the Strategic Plan. I would like to thank the Finance Department staff, and all the employees of the Town who have contributed countless hours of preparation and deliberation in the development of the fiscal year 2023-2024 annual budget. Finally, thank you to the Mayor and Town Council for your guidance and leadership in establishing the vision for this great community. 9 Respectfully, Terry S. Rozema Town Manager 10 MAYOR & TOWN COUNCIL The Marana Town Council is a seven-member governing body that makes policy for the Town and directs the allocation of resources through the fiscal budget. They are a non-partisan body elected by Town of Marana residents, including a direct election for the position of Mayor. Council members serve four-year staggered terms. Mayor Ed Honea Term: 2021-2024 Mayor Honea is the third generation of a five-generation Marana family and has served on the council on three different occasions. He worked for the U.S. Postal Service in Marana as a contractor for 29 years before retiring in 2007. Mayor Honea is a member of the Pima Association of Governments, including chair in 2014, and the chair of the Regional Transportation Authority. He serves on the executive board of the Arizona League of Cities and Towns and is a member of Arizona Town Hall, Central Arizona Association of Governments, the Arizona Association of Economic Development, the Marana Optimist Club, and Marana Chamber of Commerce. He formerly served on the Marana Health Center and Marana Food Bank boards. Mayor Honea is a graduate of Marana High School, the U.S. Naval School of Construction, and Pima Community College. He served in the U.S. Navy Seabees during the Vietnam War and is a lifetime member of VFW Post 5990 in Marana. The mayor is an outdoor enthusiast and avid hiker and can be found most days on one of the many trails that run throughout the Marana Community. He has two children and three grandchildren and is a member of Sanctuary Methodist Church. EHonea@MaranaAZ.gov - 520-382-1908 Vice Mayor Council Member Jon Post Herb Kai Term: 2023-2026 Term: 2023-2026 A Marana native, Post is Born and raised in Marana, owner of Post Farms, a Kai is a self-employed company that employs 20, pecan rancher and cotton farms 4,000 acres and farmer. He is married to operates two retail outlets. Diana Kai and they have a He was elected vice mayor son, daughter and two in June 2013. He has served grandchildren. Kai has on the board of directors for served on the boards of the Trico Electric Co-Op, the Cortaro Marana Irrigation Cortaro Water Users District, the Southern Arizona Association and Cortaro Marana Irrigation District. He Water Users Association and the Arizona Department also served as chairman of the Town’s Planning and of Water Resources. Zoning Commission and was president of the Marana HKai@MaranaAz.gov – 520-382-1908 Junior Rodeo Association. JPost@MaranaAZ.gov – 520-382-1908 12 Council Member Council Member John Officer Roxanne Ziegler Term: 2023-2026 Term: 2021-2024 John Officer has lived, Councilmember Ziegler was worked, and volunteered in born in Canton, Ohio and the Town of Marana for 29 grew up on Air Force bases years. He was raised in throughout the country. Her Buckeye, Arizona and moved father served in the United to the Marana area in 1990. States Air Force for 30 years He spent over 32 years and moved his family often working with the Central as duty called. Prior to Arizona Project and currently coming to Marana in 1989, owns a weed control she lived in San Diego for business. He served on the Parks and Recreation eight years working as a contract manager for Bendix Commission and the Planning Commission before Engine Controls. For the past 30 years she has worked being appointed to the Marana Town Council in as a contract and negotiation manager for many 2017. Officer volunteered with the Marana Little Fortune 500 companies such as Raytheon, Kaman League to help find donors to build additional Aerospace, Honeywell and IBM. She retired in 2017. facilities for the fields at the Ora Mae Harn Park. He She has a Bachelor’s in Business Administration from also worked with the Marana Heritage Conservancy, National University. Councilmember Ziegler was formerly serving as the group's president for two years. elected to her fifth term in office in November 2020. He has served on the Community Food Bank of She is a former member of the Town of Marana’s Southern Arizona Advisory Board. Planning and Zoning Commission and Continental Ranch HOA Board of Directors. Her son and daughter- JOfficer@MaranaAZ.gov – 520-382-1908 in-law live in Marana and her grandson, Donovan, is a member of the United States Air Force. RZiegler@MaranaAz.gov – 520-382-1908 Council Member Council Member Jackie Craig Patti Comerford Term: 2021-2024 Term: 2023-2026 Jackie Craig was born in Comerford has been Tucson and spent much of elected to three terms on the her childhood in the region, Town Council, beginning in alternating between periods 2001. She served as vice in Africa as her parents took mayor from 2011 to 2013. She volunteer assignments served seven years on the there. She graduated from Marana Planning and Zoning the University of Idaho with a Commission, including time degree in English Literature as the chair. Since 1994, she and later earned a Masters and her family have lived in in National Security Strategy from the National War Continental Ranch where she served on the HOA's College in Washington, DC. Jackie served as a Activities and Finance committees. She has also been Foreign Service Officer in the Department of State for a member of the Marana Optimist Club and President 25 years with assignments in Asia, Africa, South of the Marana High School Band Boosters. She was America and Washington, DC. Since her retirement in founder of the Continental Ranch Little League and 2013, Jackie and her husband have lived in The served on the Little League District Board. Comerford Highlands of Dove Mountain. Jackie has served on has a bachelor's degree in recreation administration the Highlands Architectural & Landscape Committee from San Diego State. and the Board of Directors, and is currently the Master PComerford@MaranaAZ.gov – 520-382-1908 Hike Leader in the Highlands Hiking Club. JCraig@MaranaAZ.gov – 520-382-1908 13 Marana Community Profile The Town of Marana is located in the Sonoran Desert Railroad. By 1865, settlers had established large cattle in the northwestern part of the Tucson metropolitan ranches and copper ore was being mined at the Silver area along Interstate 10. Situated just one mile outside Bell mining camp. of Tucson’s city limits and 88 miles southeast of Phoenix, Marana is part of the area known as the Sun Corridor The name Marana first appeared as a “flag station” on Megapolitan Region–one of 10 identified megapolitan a Southern Pacific Railroad map in 1890. Maraña is a regions in the U.S. where demographers estimate that rural Mexican word meaning dense brush, a tangle, or the majority of future growth will occur. While retaining a thicket. Railroad workers dubbed the site “Marana” its rural appeal and agricultural economic base in the as they hacked their way through thick mesquite northern parts of the community, Marana is also home stands along the rail line. to several housing, commercial, and industrial developments. When World War I created a need for cotton in the manufacture of cord, airplane fabric, and other war- History related materials, Marana reinvigorated its agricultural roots and began growing more cotton and other Prime farmland for centuries, Marana has also been a crops. Between 1920 and 1924, many families transportation center for farming and ranching. It is the migrated to the area to grow cotton. Wheat, barley, main trade center and community focus for a vast alfalfa, garden produce, and citrus have been area covering approximately 500 square miles. From cultivated since the 1940s, but the majority of 550 to 1450 A.D., long before the arrival of the Spanish, Marana’s agricultural fields have always been the area was inhabited by a people known as the devoted to cotton, which farmers called “desert Hohokam. They used the dependable water supply snow”. from the Santa Cruz River to grow a wide variety of crops. By the time the Spanish arrived in the Santa Cruz Attracted by Marana’s clear open skies, the federal Valley in the 1690s, the Hohokam had vanished; their government constructed an air base and emergency extensive irrigation canals were still visible, but lay in landing fields throughout the area in 1942 and by 1945, ruin. the Marana Army Air Training Base was one of the largest pilot-training centers in the United States. The region became a part of the United States with the Military presence brought improved highways and Gadsden Purchase in 1854 which opened a transcontinental corridor for the Southern Pacific 14 electric lines, and by the end of World War II, Marana People had taken a giant leap in accessibility. Marana is a community of strong, diverse neighborhoods where residents are welcoming and The Town was incorporated in March of 1977 amidst friendly. People choose Marana because of its quality citizen concerns for control of water and its impact on of life, which perfectly blends its small town roots to its their well-being and destiny. The original incorporation modern ambitions. The State of Arizona has recently covered approximately ten square miles. Since the been one of the fastest growing states in the country 1980s, the number of local farms has declined as land and this growth is projected to continue. Arizona’s has been converted to housing developments. Today, growth brings people and investments that will find the Town’s boundaries encompass 121 square miles quality places to live and raise a family in Marana. with 17-miles of Interstate highway and rail frontage, Marana has been one of Arizona’s fastest growing providing tremendous opportunities for attracting communities; the population today is approximately quality jobs so people can work closer to home. 59,400 and is expected to grow to nearly 70,000 during the five-year strategic planning horizon. Marana’s heritage is multifaceted, embracing Native American lifeways, desert farming practices from Environment/Cultural Resources prehistory to now, ranching traditions, mining booms, Land is one of the community’s most precious U.S. military outposts, Spanish and Mexican frontier, resources. Marana lies within the beautiful Sonoran and U.S.-Mexico border culture. History shows Marana Desert with wide open spaces and abundant wildlife. to be a progressive community that continues to The Santa Cruz River and Tortolita Fan provide a adapt in the face of rapid change. unique setting, and as a result of the confluence of waterways, the area has been attractive for Government & Organization settlement for more than 4,000 years. The people who Legislative authority for the Town of Marana is vested settled here left behind a rich legacy of cultural in a seven-member Mayor and Council. The Vice resources. Education, conservation and preservation Mayor is selected by the Council from among its of these assets are balanced with economic members. Council members serve four-year development and community sustainability. staggered terms. Principal Economic Activities The Council fixes the duties and compensation of Although agriculture remains a major force in Town officials and employees, and enacts ordinances Marana’s economy, in recent years the Town has and resolutions relating to Town services, taxes, experienced an influx of residential and commercial appropriating and borrowing moneys, licensing and development. This influx is largely due to Marana’s regulating businesses and trades, and other municipal prime location between Phoenix and Tucson and purposes. The Town Council appoints the Town along I-10 and the Union Pacific Railroad, as well as a Manager, who has full responsibility for executing business-friendly government. To the south, adjacent Council policies and administering Town operations. to Tucson, is a new commercial business district. Town employees are hired under personnel rules Continental Ranch Industrial Park continues to attract approved by the Council. Functions and operations of new tenants, and new industrial properties are Town government are provided by a staff of available at the Marana Regional Airport. The Town of approximately 444.1 (full-time equivalent) employees. Marana prides itself on being a regional partner with a An organizational chart is included in the Introduction goal to provide cross-jurisdictional government and of this book that depicts the current organizational synergy for a collective benefit to all. Through joint structure of the Town. problem solving, collaborative intergovernmental projects, joint action on business attraction, and other Quality of Life strategic economic efforts, Marana embodies a Marana is a community inspired by its past and commitment to innovation and forward-thinking that committed to the future. Citizens and businesses have has proved community and business successes. chosen Marana because of its quality of life, rich heritage, visionary leadership, small-town character, and abundant opportunities. The attributes that make the community a great place to raise a family are the same assets that make Marana a quality business investment. 15 DEMOGRAPHICS OF THE TOWN OF MARANA STATISTICS OF THE TOWN March 20, 1977 Date of Incorporation 2023 Population59,433 Form of GovernmentCouncil/ManagerMedian Home Value$465,000 $97,229 FY2023-2024 Budget$336,261,198Median Household Income 3.6% Number of Employees 444.10Local Unemployment Rate Miles of Streets637Area in Square Miles121 Source:AZ Office of Economic Opportunity, University of Arizona, Multiple Source:Town of Marana Listing Services(MLS) 2022, Town of Marana POPULATIONAGE DEMOGRAPHICS 70,000 Age 65+, 59,433 12,735 , 21% 60,000 Age 40-64, 17,319 , 29% 50,000 Under 5, 34,961 40,000 3,424 , 6% 30,000 20,000 13,556 Age 5-19, 10,763 , 18% 10,000 Age 20-39, 15,191 , 26% 0 Census 2000Census 2010Office of EO RACIAL DEMOGRAPHICS TOP 20 EMPLOYERS 1.Marana Unified School District Black3.5% White 2.Town of Marana 78.3% Native American1.4% 3.Walmart Asian4.0% 4.The Ritz-Carlton Dove Mountain Pacific Islander0.3% 5.Fry's Food Stores Other3.0% 6.Sargent Aerospace Two or More9.6% 7.Tucson Hauling & Transfer 8.Costco Persons who report themselves as hispanic, 28% of Marana's 9.MHC Healthcare population,may be of any race and are identified as such 10.FLSmidth Krebs EDUCATIONAL ATTAINMENT 11.Northwest Fire District 12.Swire Coca-ColaBachelor's Degree or higher43% 13.Home DepotAssociate's Degree/Some College 33% 14.Target19% High School Graduate 15.CalPortland CementLess than High School Graduate5% 16.Golf Club at Dove Mountain PLACE OF BIRTH 17.Lowe's 18.ComcastBorn In Arizona 22,585 19.Trico Electric CooperativeBorn in US 54,262 20.Cracker BarrelForeign Born 5,171 Source: Town of Marana via GIS Planning data tools, US Census 2020 ACS Source:Town of Marana 5-year Survey 16 DEMOGRAPHICS OF THE TOWN OF MARANA HOUSING DEMOGRAPHICS Total Households 20,208 FY2022 - 2023 Issued Single Family Residential (SFR) Permits: 610 Family Households 15,560 With children under 18 5,602 Issued SFR Permits by RegionMarried-couple family 13,135 Male with own children 368 302 Female with own children 687 Northwest Marana Major neighborhoods Nonfamily Households 4,648 include: Gladden Farms, Living alone, 65 Years + 1,464 Farm Field Five Owner-occupied 16,793 Renter-occupied 3,415 Source:US Census 2020 ACS 5-year Survey (Table S1101) 196 NortheastMarana Major neighborhoods include: Dove Mountain, Tangerine Ridge 112 SouthMarana Major neighborhoods include: Saguaro Bloom ,Lazy K, Desert Oasis Source: Town of Marana Development Services Department QUALITY OF LIFE Park StatisticsEducation Parks 14Elementary Schools 10 Baseball/Softball Fields 17K-8 Schools 2 Basketball Courts 9Middle Schools 2 Soccer Fields 10High Schools 3 Tennis Courts 5Alternative Schools 4 Pickleball Courts 7 Park Acreage 158 Playgrounds 19 Ramadas 37 Trails in Miles 51 Splash Pads 2 Source: Town of Marana Parks & Recreation Department 17 18 2 19 WJTJPO; Nbsbob!jt!b!usbjmcmb{joh!dpnnvojuz!uibu! sbjtft!uif!cbs!gps!uif!cftu!rvbmjuz!pg!mjgf/ NJTTJPO; Gjwf.tubs!tfswjdf!gps!b!uisjwjoh!dpnnvojuz/ WBMVFT; Efejdbufe!Tfswjdf Sftqfdu Ufbnxpsl Fohbhfe!Joopwbujpo 2 20 DIFSJTIFE!IFSJUBHF;! Mfwfsbhf!uif!sfhjpo“t!ijtupsjd!boe!dvmuvsbm!mfhbdz!up! tusfohuifo!dpnnvojuz!dibsbdufs-!jodsfbtf!dpnnvojuz! qsjef-!boe!cvjme!ifsjubhf.esjwfo!upvsjtn/ WJCSBOU!DPNNVOJUZ;! Tusfohuifo!uif!tfotf!pg!qmbdf!boe!dsfbuf!pqqpsuvojujft! gps!dpnnvojuz!dpoofdujpot/ UISJWJOH!DPNNFSDF; Sfdsvju!boe!nbjoubjo!b!ejwfstf!dpnnfsdjbm!tfdups!uibu! jt!tvqqpsufe!cz!mpdbm!xpslgpsdf!usbjojoh!boe!gvoejoh! pqqpsuvojujft/ IFBMUIZ!MJGFTUZMFT; Qspwjef!b!wbsjfuz!pg!sfdsfbujpobm-!bsujtujd-!boe!dvmuvsbm! up!tvqqpsu!ifbmuiz!boe!bdujwf!mjgftuzmft/ QSPBDUJWF!QVCMJD!TFSWJDFT; Gptufs!bo!pqfo!bunptqifsf!uibu!fncsbdft!dibohf-! dsfbujwjuz-!joopwbujpo!boe!dbmdvmbufe!sjtl-!boe!nbjoubjot! uif!Upxo“t!ijhi!rvbmjuz!dvtupnfs!tfswjdf/ 3 21 22 23 24 THE BUDGET POLICIES & PROCESS Each year, the Town Manager, the Finance Department and staff prepare an Annual Budget based on the priorities set by Town Council. The Annual Budget serves as the funding plan for policies, goals, and service-levels provided to the citizens of Marana. It gives staff the authority to spend funds according to the policy goals set by the Town Council. The budget process allows Town staff the opportunity to review Council’s goals and objectives in a formal setting, evaluate and determine what is required to meet those objectives, develop an implementation strategy, and share that information with the Town’s citizens and elected officials. This document is the comprehensive decision making tool resulting from the annual budget process and provides detail for the fiscal year 2023-2024 budget, beginning July 1, 2023 and ending June 30, 2024. This budget document is a reporting tool that tells the story of how the Town intends to use its financial resources and how it will ensure that those funds are spent wisely and efficiently. The Annual Budget document includes actual fiscal year 2022 amounts, current year 2023 estimates, and the adopted 2024 budget. Budget Philosophy The budget is a long-range plan by which financial policy is implemented and controlled. Arizona state law requires all cities and towns to adopt a balanced budget annually, providing the legal requirements, including expenditure limitations and timelines for the Town’s budget process. Council goals, ordinances and resolutions provide policy direction that respond to the needs and desires of the community. Budget Development In essence, the budget process is an ongoing process throughout the year as new regulations, funding sources, new Town Council initiatives and policies and improved methods of delivering services to citizens are identified and brought forward to staff and Town Council. Beginning in August of each year, soon after the completion and adoption of the current fiscal year’s budget, the Finance Department begins the review of the proposed Capital Improvement Program for the next fiscal year, the current rate and fee structures, the current cost of services provided to Town citizens, and the Town’s financial and strategic plans. During this time, staff evaluates the following: Projected revenues for all revenue sources, including state-shared revenues, Identification of reserve levels, Status of the local economic climate, especially development related activity, Estimated wage changes for staff, if any, Changes to pension unfunded liabilities and status of overall long-term liabilities Increases in various retirement system contributions and/or health insurance rate changes, Increases to postage rates, oil and gas, and other commodities, and An estimate of the Governmental Price Index for additional inflationary factors. The formal budget process begins in January when the Finance Director, Town Manager and Staff present Town Council with a review of the current financial condition, projections for the coming fiscal year and a preliminary budget plan for Council’s consideration. This study session is a goal setting session that is conducted to address issues and to seek policy direction for the development of the 25 annualbudget. Council direction forms the baseline of decisions made in creating the manager’s recommended budget for the coming fiscal year. Strategic Planning & Budgeting In addition to these items, staff re-visits the initiatives that are identified in the Strategic Plan,which serve as the comprehensive, guiding blueprint of the organization. In municipal government, one of the primary purposes of strategic planning is to set the stage for theannual budget process, providing a roadmap for annual resource allocation decisions. •Measuring •Vision Performance •Long-Range Goals & •Evaluation & Objectives Modification •Focus Areas •Assess Strategy Effectiveness Reporting Strategic ResultsPlanning Service Budget DeliveryDevelopment •Key Services •Budget Integration •Manage Activities •Resource •Performance Alignment Linked to Available •Allocate Resources Budget Council adoptedthe Strategic Plan in February 2009, updated it in December 2009 and adoptedthe Strategic Plan IIin March 2012, approved the restructured Strategic Plan IIIin January 2015, adopted the Strategic Plan IVin October 2017, and approved a revamped Strategic Plan Vin September 2022. This document is utilized by the elected leaders and staff to ensure that resources are continually directed by the Town’svital priorities. The Strategic Plan identified five focus areas, listed below: 26 Cherished Heritage Leverage the region’s historic and cultural legacy to strengthen community character, increase community pride, and build heritage-driven tourism. Vibrant Community Strengthen the sense of place and create opportunities for community connections. Thriving Commerce Recruit and maintain a diverse commercial sector that is supported by local workforce training and funding opportunities. Healthy Lifestyles Provide a variety of recreational, artistic, and cultural opportunities along with a flourishing natural environment to support healthy and active lifestyles. Proactive Public Services Foster an open atmosphere that embraces change, creativity, innovation and calculated risk, and maintains the Town’s high quality customer service. The Town Council plays a significant role in these decisions, and the continual alignment of the budget with the Strategic Plan. Staff continually re-visits these Strategic Plan initiatives in order to align them with the budget and the variety, type and level of services the Town seeks to provide. This includes the maintenance or abandonment of current programs as well as the initiation of any new services. Once the budget priorities are aligned with the Strategic Plan, goals are set based on department needs to maintain current service levels and the revenues needed to accomplish them. If there is sufficient revenue over expenses, the decision may be made to fund supplemental budget requests. During the annual budget process, each department sets goals and key performance measurements that align directly with one of the areas of the strategic plan. They identify expected outcomes and performance indicators to reach their strategic goals and then report the results each year. Budget Kick-Off Budget kick-off occurs at the end of January, and is an organization-wide meeting that provides the opportunity to set the tone and tenor to the departments as directed by Council. It is used as an opportunity to communicate expectations, and reinforce the organization’s commitment to the Town’s strategic plan and Council’s vision for the coming year. During this meeting, the Finance Department distributes instructions and forms to the departments. Department Budget Development Each department within the Town develops their budget at the line-item level. During the development of their budget, they create a list of current year accomplishments, goals and objectives for the coming year, key performance measures gauging their annual success at aligning their accomplishments, activities, and services with the Strategic Plan goals. These items are all included in the decision package that is presented to the Executive Budget Team. 27 Budget Office Departments submit their line item budgets and packets to the Budget Office within the Finance Department, where they are reviewed in detail for accuracy, completeness, and reasonableness of all projections. This ensures that the budget contains all of the required elements to continue delivering essential services as identified in the Strategic Plan priorities and in accordance with Council direction. The Finance Department compiles all of the department budgets into one, comprehensive decision package, which is presented to the Executive Budget Team. Executive Budget Team The Executive budget team consists of the Town Manager, Deputy Town Manager, Finance Director, Deputy Finance Director and Budget Manager. They meet to review and evaluate the comprehensive decision packet, and then meet individually with each department to discuss the budget requests for the coming fiscal year. Ultimately, the team assists the Town Manager in assembling the recommended budget for Council consideration. Public Involvement Members of the public are given the opportunity to provide input on the budget through several means. Town Council meetings discussing the next year budget are open to the public and residents may offer input on the budget and ask questions in person. Council meeting minutes and upcoming meeting agendas are posted on the Town website at www.maranaaz.gov/agendas-and-minutes. Additionally, community meetings may be held in March and presented by members of the executive budget team to educate the public on the budget process, provide preliminary revenue outlooks for the upcoming budget year, and give opportunity for questions and feedback. Community meetings in recent fiscal years were limited to specific topics due to limited staff resources and the pandemic. Budget Adoption The Town Manager’s recommended, balanced budget is delivered to Council for review and consideration in April. Finance compiles and finalizes the proposed tentative budget after making the recommended changes from Council. The proposed tentative budget is presented to Council for feedback and adoption in May. The adoption of the tentative budget sets the expenditure limitation for the fiscal year. During this time, the budget is available to the general public for feedback and is presented in the local newspapers and the open to public comment via scheduled public hearings. The final budget is adopted by Council during the last Council meeting in June. There were no changes from the FY 2024 tentative budget to the FY 2024 adopted budget. 2010- Budget Basis The budget is adopted by department for the general fund and enterprise funds. It is developed in accordance with generally accepted accounting principles (GAAP) using the modified accrual basis of accounting. The basis of accounting for budgeting is the same as the basis of accounting used in the Town’s audited financial statements. Under the modified accrual basis, revenues are recognized as soon as they are measurable and available. Revenues are considered available when they are collectable within the current period or soon enough thereafter, to pay liabilities of the current period. Expenditures are generally recorded when the liability is incurred except in some cases, such as compensated absences and claims, which are recorded when payment is due. 28 Fund A fund is defined as a fiscal and accounting entity with a self-balancing set of accounts, recording cash/financial resources, together with all related liabilities/residual equities or balances, and changes therein; which are segregated for the purpose of carrying on specific activities in accordance with special regulations, restrictions, or limitations. Governmental Funds Governmental funds (General Fund, Special Revenue Funds, Capital Projects Funds, and Debt Service Funds) use modified accrual, which is defined as measurable and available. Modified accrual differs from the accrual basis primarily in the timing of when revenue is recognized. Measurable is defined as “a reasonable estimate” and available is defined as “collectible within the current accounting period or soon enough thereafter to pay liabilities of the current period.” Proprietary/Enterprise Funds Enterprise funds account for operations that are financed and operated in a manner similar to private business enterprises - where the intent is that the costs of providing services to the general public be financed through user charges. The full accrual method of recording resources and liabilities as they are earned or incurred, respectively, is the standard for Proprietary/Enterprise funds. Budget Amendment Process Budgets are, by definition, plans or guides and cannot predict all variables. They require modification when a community develops faster or in different ways than anticipated. When this occurs, the budget amendment process is utilized to provide a funding or spending plan for those needs. Once the need for an amendment is identified, the Finance Department and the department head develops the funding plan based on the additional funding needs of the specific program or project. Any adjustment to the Adopted Budget requires some level of approval. Budget transfers between accounts within a department require department head, Finance Director and at times Town Manager approval. Budget amendments, or transfers between Town departments (as opposed to within a department) require Council approval. For any questions on the budget process, please visit the frequently asked questions page on the Town website or submit your own at www.maranaaz.gov/budget-process-faq. 29 BUDGET CALENDAR Capital budget process kick-off New capital project submissions SEPTEMBER Department new and ongoing capital projects reviewed OCTOBER Preliminary revenue estimates Executive budget team initial planning meeting NOVEMBER Discuss capital project revenues and expenditures Revenue and expenditure initial assumptions and estimates DECEMBER Town Council study session: goals and objectives Department operating budget requests submitted JANUARY Revenue and expenditure assumptions revised as necessary Executive budget team meeting preliminary review ofdepartmental requests FEBRUARY Budget team meetings with departments to review base budgets Town Council study session: 5-year capital improvement plan MARCH Town Council study session - presentation of manager’s APRIL recommended budget Town Council Meeting - Presentation of tentative budget Adoption of tentative budget MAY Adoption of the annual budget JUNE 30 FINANCIAL POLICIES Sound financial, budgetary and economic principles are part of creating a solid financial plan. Marana’s budget incorporates the following long-term and short-term financial policies and guidelines. These financial policies establish the framework for overall fiscal planning and management. They set forth guidelines for both short-term and long-range planning to assure the highest standards of fiscal management. The FY 2024 budget complies with all relevant Town financial policies. Budget Control 1.The budget will be fundamentally balanced and utilize permanent, ongoing revenues to fund ongoing expenditures and one-time revenues will be allocated to one-time costs. 2.Fund balances should only be used for one-time expenditures, such as capital equipment and improvements or contingency expenditures. 3.Ongoing operating costs, i.e. day-to-day expenses and maintenance costs, will be financed with operating revenues, rather than with bonds (debt) or reserves. 4.Fluctuating federal grants should not be used to finance ongoing programs. 5.Estimated budgets for all departments, including contribution driven programs will be submitted by each department to ensure adequate appropriation each year. 6.Mid-year budget adjustments will be kept to a minimum to minimize the impact on future budgets. 7.All departments are responsible for ensuring that expenditures do not exceed their approved budget. 8.Transfer of general fund contingency appropriation requires Town Council approval. All other transfers require Town Manager or designee approval in accordance with established policies. 9.If unexpected resources are secured after budget adoption, departments must check with Finance for direction prior to making any expenditure of the funds. Capital Planning 10.A Capital Improvement Plan (CIP) shall be developed for a five-year period to allow for appropriate long-range planning. 11.Capital improvements included in the CIP are those projects that cost $100,000 or more, and have a projected minimum useful life of five years. The CIP shall be reviewed and updated annually. 12.Capital projects should: Support Town Council goals and objectives and be consistent with the Town of Marana’s General Plan. Prevent the deterioration of the Town’s existing infrastructure and protect its investments in parks, streets, buildings and utilities, 31 Encourage and sustain economic development in Marana, Respond to and anticipate future growth in the Town, and Increase the efficiency and productivity of Town operations. 13.When possible, capital projects constructed in response to residential or commercial development should be financed through growth in the tax base or development fees. 14.Where appropriate, capital projects should take maximum advantage of improvements and/or funding provided by other units of government. The impact of capital projects on the operating budget is always an important consideration when evaluating projects for inclusion in the CIP. 15.The CIP must satisfactorily address all legal and financial limitations and maintain the Town’s favorable investment ratings. 16.Major changes to the CIP are analyzed during the CIP process and approved by Town Council. Debt Management 17.Long term debt shall not be issued to finance operations. 18.Short term borrowing or lease purchase contacts should only be considered for financing major operating capital equipment when it is determined to be in the Town’s best financial interest. Reserve Policies 19.Fund balance reserves for the General Fund and Airport Funds shall be maintained at a minimum of 25% of the estimated revenues for the budget year. Fund balance reserves shall be maintained at the equivalent of 90 days of operating and maintenance expenditures for Water funds and 60 days for Wastewater funds. 20.Fund balance reserves in excess, if any, will be evaluated on an annual basis to provide a source of funding for major projects or acquisitions, or repayment of outstanding liabilities. 21.Appropriation of a minimum contingency/reserve will be included in the budget to provide for emergencies and potential economic downturns. Revenue Goals 22.New ongoing operating costs will be funded with permanent, ongoing revenue sources; one-time operating costs are tied to one-time revenue sources to ensure fund balance integrity. Revenues from growth or development should be allocated to one-time costs as much as possible. 23.Annual evaluation of rates, fees and charges for services will be established from recovery rates that are based on the purpose of the fee or charge. 24.Enterprise fund revenues in total will provide for each enterprise to be financially self-sustaining. 25.National and local economic indicators, such as population growth, personal income growth, inflation, business growth, and unemployment will be evaluated regularly. 26.Investment activities focus on objectives of safety, liquidity and yield while adhering to federal, state and any other legal requirements as outlined in Council approval investment policy. 32 FISCAL YEAR 2023-2024 BUDGET SUMMARY The annual budget for fiscal year 2023-2024 totals $336.3 million. The following chart depicts appropriations by major fund type. The General Fundcomprises 23% of the total budgetor $77 million and Capital Projects funds make up about 46% or $154.1 million. Enterprise funds, including enterprise relatedcapital projectsand debt service payments total $69.3 million or 20% of the annual budget. Debt Service funds and Special Revenue fundstotal $19.3million andcomprise only 2% and 4%, respectively.Special Districts include the funds related tocomponent units such ascommunity facilities districts and other improvement districts and equate to $10.8 million or 3% of the annual budget. Financial Plan by Fund Type $336.3Million Special Districts, Internal Service, $10.8M, 3% $5.7M, 2% General Fund, Enterprise, $77M, 23% $69.3M, 21% Special Revenue, $13.1M, 4% Debt Service, $6.2M, 2% Capital Projects, $154.1M, 46% Revenues and other financing sources forthefiscal year 2023-2024 budgetare $257.2 million. The plan is structurally balanced with ongoing revenues supporting ongoing program expenditures. The financial plan assumes that $79.1 million in fund balance/equity will be used to complete previously funded projects and other one-time expendituresapproved by council. As indicatedby the chart on the following page, the largest revenue source is Intergovernmentalrevenues which comprise $87.9 million or 34% of budgeted revenues for the Town. These revenues include state shared revenues as well as intergovernmental funding for capital projects from the Federal, State, County and/or other jurisdictions. Localsales taxes also make up a large portion of revenues at $47.7 million or 19%. The capital improvement planfor the Town of Maranacurrently includes the sale of bonds for various infrastructure and water relatedprojects. Anticipated bond and loan proceeds amount to $79.1 million or 31% of total revenues. Charges for services comprise $12.9million or 5% of the budget and include all enterprise fund user fees. Licenses,permits and fees comprise $14.6 million or 6% of revenues. It should be noted that this revenue stream is heavily dependent on the residential and commercial development and tend to becyclical in nature. The remaining $15 million or 5% includes all other revenues such as interest earnings, donations, contributions, grant funding, and othersmall miscellaneous revenuesources. 33 Revenue by Category $257.2 Million Bonds/loan, Sales Tax, $79.1M, 31%$47.7M, 19% Other, $15M, 5% Intergovernmental, Charges for Licenses, Permits $87.9M, 34% Services, $12.9M, & Fees, $14.6M, 5%6% Operating costs comprise a large portion of the annual budget at $100.4 million or 30% of the fiscal year 2023-2024 financial plan.Due primarily to the rapid growth within the Town of Marana and in surrounding areas, capital outlay is thelargestportion of the annual budget at $219.1 million or 65%. Capital outlay includes major transportation, park, water, buildingand airportprojects. Debt service comprises the smallest portion of the annual budget at $16.8million or 5%. Expenditure by Category Capital $336.3 Million Outlay 219.1M, 65% Operating 100.4M, 30% Debt Service 16.8 M, 5% 34 FISCAL YEAR 2023-2024 REVENUE SUMMARY Multi-year revenue projections are the foundation of the budget process and are developed early to provide parameters within which base budgets and new requests areevaluated. The goal of this multi- year projection is to forecast, over a long period, sustainable revenues and the anticipated demands on those revenues. Careful consideration must be taken when allocating resources to ensure that the right revenues support the right types of costs over the long term. This multi-year approach allows the Town to anticipate future demands on those resources and to begin early planning on strategies to deal with projected shortages. The Town maintains a structurally balanced budget by ensuring that ongoingoperatingrevenue sources support ongoing operating expenditures and that one-time revenue sources support temporary programs and services. The assumptions used in developing the current year’s revenue projections include: Reduced growthtrend as inflation, increasing interest rates and continued supply chain disruptions persist. Inflation rate at persistentlyhigher levels, impacted by highinterest rates which in turn will slow down the issuance of new residential homes permitsand moderate growth. Contracting sales tax revenue, building permits and related feesin excess of estimated ongoing costsdeemed one-time revenue sources. General Fund Revenue by Category $69.7 Million Sales Tax, $35.1M, 50% Other, $2.9M, 4% Fines, forfeitures, $0.4M, 1% Charges for Services, $0.8M, 1% License, Fees & Permits, $4.6M, 7% Intergovernmental, $25.9M, 37% 35 The General Fund is the largest source of operating revenue. The estimated revenue for the General Fund for fiscal year 2023-2024 is $69.7 million. Primary revenues for the General Fund consist of local sales tax (transaction privilege tax) collections, state shared revenues (intergovernmental) as well as development related revenues (license, fees and permits). Collectively, these revenues comprise 94% of the General Fund’s operating revenues. These revenues are sensitive to fluctuations in the regional and national economies. As the impact of higher interest rates continue to influence consumer purchases, we expect slower economic growth over the next several fiscal year quarters. The revenue forecast for the General Fund for this fiscal year anticipates a decrease of 9% or approximately $6.8 million when compared to FY 2023 estimated actuals, which is largely due to reduced residential and commercial activity combined with slower sales tax growth. The following pages show actual town-wide revenues by major categories for the last two years, prior year estimate, the current budgeted revenues and forecasted revenues for the next four fiscal years. 36 TRANSACTION PRIVILEGE (SALES) TAX Description The Town imposes a tax on certain business activities within Town limits. A use tax is also in effect for goods brought into and used in the Town of Marana. Food for home consumption is not taxed; however, food served at restaurants andtake out are taxed. Permitted Use Town sales tax can be used to pay any expenditure/expense legally chargeable to the General Fund. The Town allocates 75% of its construction sales tax for major capital improvement projects.Beginning in FY 2022, ½ cent of certain tax rates categories will be used to fund the financing of a multigenerational community and aquatics center. Rate Structure The tax rates on the business activities range from 2.5% (retail) to 6.0% (transient lodging). Assumptions Sales taxes arenormallythe Town’s largest revenue source and represent 50% of General Fund revenuesand 27% of town-wide revenues. Additionally, contracting sales tax represents approximately 12% of total sales taxes. FY 2023 performance is attributed to stronger than anticipated consumer activity anddemand for goods in an inflationary market. There continues to be uncertainty withpersistentinflation, continued supply chain disruptions and increasing interest rates which may at best cool down demand inthe economy or at worst cause a recession. As a result, revenues are anticipated to contract in the near term prior to a return to growthin later years. Fiscal Year$ Revenue$ Change % Change 2020-2021Actual42,846,6352,141,8445% 2021-2022Actual52,511,5329,264,89722% 2022-2023Estimated 50,531,710(1,579,822)-3% 2023-2024Budgeted 47,741,698(2,790,012)-3% 2024-2025Forecasted49,985,5582,243,8605% 2025-2026Forecasted52,484,8362,499,2785% 2026-2027Forecasted54,584,2292,099,3934% 2027-2028Forecasted56,767,5982,183,3694% 60 50 40 30 20 10 - 2020-20212021-20222022-20232023-20242024-20252025-20262026-20272027-2028 ActualActualEstimatedBudgetedForecastedForecastedForecastedForecasted 37 LICENSES, FEES AND PERMITS Description Revenues from licenses, fees and permits include residential and commercial building permits, excavation and grading permits, utility permits, plan review fees, franchise fees, business license fees and other miscellaneous permits. Permitted Use May be utilized for any municipal public purpose. There are no restrictions regarding theusage ofthis revenuesource. Rate Structure The rates vary based on the product or service provided. The Town’s entire Comprehensive Fee Schedule is reviewed annually to ensure that fees reflect the actual cost of providing programs and services, comply with any new legal requirements and be as straightforward as possible. Assumptions These fees are highly dependent on the residential and commercial development. The largest portions of these revenues are directly related to the number of single- familyresidence (SFR) building permits issued. Revenueprojections for fiscal year 2024 are based on the issuance of 600 SFRpermits. FY 2023 saw a sharp decrease in residential buildingdue to higher mortgage rates which was partially offset by higher than anticipated commercial activity. A decrease in revenue is forecasted in FY 2024 due tohighinterest rates,which when combined with persistenthigh housing prices will likely see lower demand over the near term prior to a stabilization in the housing industry and return to growth. Fiscal Year$ Revenue$ Change% Change 2020-2021Actual7,225,2951,232,95521% 2021-2022Actual11,112,4183,887,12354% 2022-2023Estimated7,190,213(3,922,205)-35% 2023-2024Budgeted4,617,500(2,572,713)-25% 2024-2025Forecasted4,756,025138,5253% 2025-2026Forecasted4,898,706142,6813% 2026-2027Forecasted5,094,654195,9484% 2027-2028Forecasted5,349,387254,7335% 12 11 10 9 8 7 6 5 4 2020-20212021-20222022-20232023-20242024-20252025-20262026-20272027-2028 ActualActualEstimatedBudgetedForecastedForecastedForecastedForecasted 38 STATE SHARED INCOME TAX Description Cities and towns in Arizona are precluded from imposing an income tax by Arizona state law. In 1972, the voters of Arizona approved the Urban Revenue Sharing program which requires the State to share 15% of income tax revenue with incorporated cities and towns. The shared allocation will increase to 18% in FY 2024. These revenues are also known as Urban Revenue Sharing. Permitted Use May be utilized for any municipal public purpose. There are no restrictions regarding the usage ofthis revenuesource. Rate Structure The state distributes to cities and towns 18% of income taxes two fiscal years following the fiscal year in which the state collects the income taxes. Each city’sand town’s share is allocated in proportion to its population compared to the total population of the state. Assumptions This revenue source is based on economic conditions during the year for which the income was taxed and is subject to fluctuations in employment, corporate profits, tax credits and exemptions.This revenue source is also subject to changes made by the State legislature. The state uses the annual U.S. Census population estimates as the basis for the next year allocations.FY 2022 throughFY 2024 were impacted by tax filing delays which deferred tax returns filings and payments causing a one-time significant increase to distributions in FY 2023and by changes to legislation that will impact distributions in FY 2024 and FY 2025. Future growth assumptions reflect strong income tax growthfor both the Town and the State of Arizonadue to continued population inflow in the State over the next several years. Fiscal Year$ Revenue$ Change% Change 2020-2021Actual7,007,072928,38615% 2021-2022Actual6,771,044(236,028)-3% 2022-2023Estimated10,413,6673,642,62354% 2023-2024Budgeted14,720,9784,307,31141% 2024-2025Forecasted11,815,755(2,905,223)-20% 2025-2026Forecasted12,512,885697,1306% 2026-2027Forecasted13,301,196788,312 6% 2027-2028Forecasted14,085,967784,771 6% 16 14 12 10 8 6 4 2 - 2020-20212021-20222022-20232023-20242024-20252025-20262026-20272027-2028 ActualActualEstimatedBudgetedForecastedForecastedForecastedForecasted 39 STATE SHARED SALES TAX Description Arizona also has a revenue sharing program for state sales tax. Like local sales tax, the State imposes a tax on the sale of goods and then establishes a base of which 25% is shared with all incorporated cities and towns. Permitted Use There are no restrictions regarding the use of this revenue source. The funds may be used for any expense legally chargeable to the General Fund. Rate Structure The town receives its share of the state sales tax based on annual population estimates from the U.S. Census or Census Survey. Assumptions This revenuesourceis highly dependent on the economy. Consumer confidence, unemployment, interest rates and the general state of the economy are all variables affecting this revenue stream.This revenue is also subject to changes made by the State legislature. Based uponfigures provided by theArizonaLeague of Cities and Towns, a 3% increasein collectionsis estimatedfor FY 2024. Future fiscal years reflect moderate growth in FY 2025 and beyond in anticipation of a return to economic stability, with interest rates anticipated to stabilize in the upcoming year and a return to a normalized inflationary environment. Fiscal Year$ Revenue$ Change% Change 2020-2021Actual5,816,582 943,75719% 2021-2022Actual7,324,638 1,508,05626% 2022-2023Estimated8,048,317723,67910% 2023-2024Budgeted8,263,841 215,5243% 2024-2025Forecasted8,594,395330,5544% 2025-2026Forecasted9,024,114429,7205% 2026-2027Forecasted9,385,079360,9654% 2027-2028Forecasted9,760,482375,4034% 12 10 8 6 4 2 - 2020-20212021-20222022-20232023-20242024-20252025-20262026-20272027-2028 ActualActualEstimatedBudgetedForecastedForecastedForecastedForecasted 40 VEHICLE LICENSE (AUTO LIEU) TAX Description This tax imposed by the Arizona Constitution as an “in-lieu” tax for all advalorem property taxes on motor vehicles. The Arizona Constitution requires that vehicle license tax (VLT) revenues be distributed to the state, counties and cities. Permitted Use Vehicle license tax revenues received by the Town can be used to pay any expense legally chargeable to the General Fund. Rate Structure The vehicle tax is based on each $100 of a vehicle’s value. The valuation base for the first year is 60% of the manufacturer’s base retail price and the depreciation rate for each succeeding year is 16.25%. The statute sets specific rates for each vehicle license to be charged for each distribution recipient. The rate for incorporated cities and towns is calculated at $2.80 per $100 of assessed value for a new vehicle and $2.89 per $100 of assessed value for used vehicles. Assumptions The budget projection for fiscal year 2024anticipates anincrease of 6% based upon figures provided by theArizona League of Cities and Towns. The increaseover the next severalyearsis associated withcontinued highanticipated demand for vehicles and the greater availability of newervehicles as the industry continues to work throughandresolve supply chain disruptions. Forecastsreflect anticipated growth consistent with pre-pandemic historical population growth and vehicle licensing trends. Fiscal Year$ Revenue$ Change% Change 2020-2021Actual2,547,863400,82719% 2021-2022Actual2,417,595(130,268)-5% 2022-2023Estimated2,784,318366,72315% 2023-2024Budgeted2,960,801176,4836% 2024-2025Forecasted3,079,233118,432 4% 2025-2026Forecasted3,233,195153,962 5% 2026-2027Forecasted3,362,523129,328 4% 2027-2028Forecasted3,497,023134,501 4% 4 3 2 1 - 2020-20212021-20222022-20232023-20242024-20252025-20262026-20272027-2028 ActualActualEstimatedBudgetedForecastedForecastedForecastedForecasted 41 HIGHWAY USER REVENUE Description The State of Arizona collects various fees and taxes from users of the State’s roads and highways. An excise tax is charged on fuel purchases on a per gallon basis. There arealso a number of additional transportation related fees/taxes which are distributed through the Highway User Revenue Fund (HURF). Permitted Use There is a state constitutional restriction on the use of the highway user revenues, which requires that these funds be used solely for street and highway purposes. Up to one-half of the prior year’s distribution may also be used for the retirement of debt issued for street and roadway improvements. Law prohibits use of this funding for traffic law enforcement oradministration of traffic safety programs. Rate Structure Cities and towns receive 27.5% of highway user revenues based on two factors: population estimates acquired through the most recent census survey; and gasoline sales within each county. Assumptions This revenue source is subject to fluctuations in fuel prices and consumer behavior. HURF revenues are anticipated toincrease 2% for fiscal year 2024 largely due to expected stability with slow growthin gasoline sales. Future years reflect historical trend increases adjusted downward for the continued increase of electric vehicles as a percentage of total vehicles in the market. Fiscal year $ Revenue$ Change% Change 2020-2021Actual 3,956,482130,8173% 2021-2022Actual4,271,391314,9098% 2022-2023Estimated4,985,520714,12917% 2023-2024Budgeted5,079,78494,2642% 2024-2025Forecasted5,232,178152,394 3% 2025-2026Forecasted5,411,465209,287 4% 2026-2027Forecasted5,601,709163,244 3% 2027-2028Forecasted5,722,850168,141 3% 7 6 5 4 3 2 1 - 2020-20212021-20222022-20232023-20242024-20252025-20262026-20272027-2028 ActualActualEstimatedBudgetedForecastedForecastedForecastedForecasted 42 DEVELOPMENT FEES Description As allowed under A.R.S. §9-463.05, the Town assesses development fees for new construction to offset the cost to the municipality associated with providing necessary public services to a development, including the costs of infrastructure, improvements, real property, financing, engineering/architectural services, associated appurtenances, related equipmentand other capital costs. The intent is to ensure that growth “pays for itself,” and current residents are not burdened with additional taxes and fees to defray the capital costs of new development. Development fees are collected with each new building permit. Permitted Use This revenue is utilized to fund the Town’s capital improvement related to growth such as constructing new roads, building new parks and expanding water infrastructure. Rate Structure The Town charges development fees for transportation, parks, waterand water reclamationsystems and water renewable resources projects. Fees are assessed on each residential dwelling within the defined benefit area. Water system and water resource fees are charged to residential dwellings and commercial development based on the meter service size and number of connections. Assumptions Fiscal year 2024projections are based on 600Single Family Residential (SFR) permit being issued, after experiencing severalyears of higher than anticipated residential and commercial activity. Future estimates reflect a slowdownin activity as the market adjusts to higher interest rates, while also recognizing the completion of projects planned in fiscal year 2024 and the continued desirability of development in Marana. Fiscal year$ Revenue$ Change% Change 2020-2021Actual 10,188,5721,314,94315% 2021-2022Actual19,069,2838,880,71187% 2022-2023Estimated13,913,577(5,155,706)-27% 2023-2024Budgeted9,480,067(4,433,510)-32% 2024-2025Forecasted9,574,86894,801 1% 2025-2026Forecasted9,766,365191,497 2% 2026-2027Forecasted10,157,020390,655 4% 2027-2028Forecasted10,563,300406,281 4% 25 20 15 10 5 - 2020-20212021-20222022-20232023-20242024-20252025-20262026-20272027-2028 ActualActualEstimatedBudgetedForecastedForecastedForecastedForecasted 43 WATER SALES Description The Town provides a potable water system service to residences and commercial customers within the designated service area.Marana Water is financially self-sufficient with funding for most capital and operating requirements derived primarily from rates. Permitted The revenue generated is used to cover the costs of administration, operations, Use maintenance and replacement of the water production and distribution systems. Monthly Service Consumption Consumption Rate FeeResidential RateOther than Residential Rate Structure Meter Rate Rate Size($)GallonsRate ($)Type($) 5/8" 18.750-10k3.69Multi Family, 3/4”19.6010k-20k5.18Commercial, Industrial, 4.65 1"20.8920k-30k6.66Government. 1.5"30.7330k-40k8.32Standpipe, 5.12 2"50.43>40k12.01hydrant/irrigation 3”76.98 Assumptions For fiscal year2024, rate revenues are based on the new rate structure plus anticipated new account growthof 4%. The Town commissioneda rate studyin 2019, which found that projected water revenues were not sufficient to meet the daily operational cost and future capital improvements. The Town will be performing a rate study in 2024. Forecasted revenues for future yearsare based on expected populationgrowthand corresponding increase water usage. See the full rate studyonline at maranaaz.gov. Fiscal year$ Revenue$ Change% Change 2020-2021Actual 7,564,7811,148,00218% 2021-2022Actual 8,332,382767,60110% 2022-2023Estimated 8,861,667529,2856% 2023-2024Budgeted 9,478,546616,8797% 2024-2025Forecasted 9,857,688379,1424% 2025-2026Forecasted 10,251,995394,1424% 2026-2027Forecasted 10,662,075410,0804% 2027-2028Forecasted 11,088,558426,4834% 12 10 8 6 4 2 - 2020-20212021-20222022-20232023-20242024-20252025-20262026-20272027-2028 ActualActualEstimatedBudgetedForecastedForecastedForecastedForecasted 44 WATER RECLAMATION SALES Description The Town charges a fee to each customer having a sewer connection that discharges sewage, industrial waste or other liquids into the Town’s collection system. Permitted Use The revenue generated is used to cover the costs of administration, operations, maintenance and replacement of the conveyance and treatment system. Rate Structure Monthly Service FeeVolume RatePer 1,000 gal Meter SizeRate($)RateRate ($) Per meter16.82Sewer Billing5.42 Groundwater Resource Fee1.33 Assumptions Revenues projected for fiscal year 2024arebasedon the newrate structure and an anticipated account growth of 5%. The Town will be performinga rate study in 2024. As such, forecasted revenues for future years include only projectedaccount growth based on anticipated account and population growth of 4% annually. The current full rate studyis availableonline at maranaaz.gov. Fiscal year$ Revenue$ Change% Change 2020-2021Actual2,364,595488,65926% 2021-2022Actual3,083,831719,23630% 2022-2023Estimated3,025,326(58,505)-2% 2023-2024Budgeted3,238,055212,7297% 2024-2025Forecasted3,399,958161,9035% 2025-2026Forecasted3,535,956135,9984% 2026-2027Forecasted3,677,394141,4384% 2027-2028Forecasted3,824,490147,0964% 5 4 3 2 1 - 2020-20212021-20222022-20232023-20242024-20252025-20262026-20272027-2028 ActualActualEstimatedBudgetedForecastedForecastedForecastedForecasted 45 AIRPORT FEES Description The Marana Regional Airport receives revenues from air hangar leases, fuel charges, open tie-downsand ground leases. Permitted Use These revenues are not restricted and may be used for any purpose. Rate Structure Pima Aviation, Inc. owns and operates the hangars, covered tie-down areas and storage facilities at the Marana Regional Airport. However, as part of the ownership arrangement, the Town receives revenues from a series of land, hangar, development and open tie-down leases and fuel usage fees from Pima Aviation, Inc. The Town owns the open tie-down areas. The rates and fees vary by type and are available online at maranaaz.gov. Assumptions The Marana Regional Airport is classified as a general aviation reliever airport for Tucson International. As such, the Town used economic data for the Tucson Metropolitan Area as well aslocal and national trends to forecast revenue growth. Several key capital projects will be vital to the continued growth of the airportas it continues to pursue development opportunities and the completion of a control tower anticipated to happen in the near future. Fiscal year$ Revenue$ Change% Change 2020-2021Actual423,0404360812% 2021-2022Actual445,09129,1847% 2022-2023Estimated355,481(89,610)-20% 2023-2024Budgeted349,672 (5,809)-2% 2024-2025Forecasted356,6656,993 2% 2025-2026Forecasted363,7997,133 2% 2026-2027Forecasted371,0757,276 2% 2027-2028Forecasted378,4967,421 2% 500,000 450,000 400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 - 2020-20212021-20222022-20232023-20242024-20252025-20262026-20272027-2028 ActualActualEstimatedBudgetedForecastedForecastedForecastedForecasted 46 FISCAL YEAR 2023-2024 EXPENDITURE SUMMARY The budgeted expenditures include services and programs for the community such as general government, public safety, community and economic development, culture and recreation, highways and streets, airport and water services. While most operating costs are accounted for in the General Fund, some costs are funded by special revenue funds, such as the Highway User Revenues Fund (HURF)for streetmaintenance. Enterprise Funds are used to account for water, water reclamation and airport services. Operating Budget by Function $100.4 Million Economic & General Community Government Development 35% 8% Public Safety Airport 24% 1% Water Highways and Water Culture & Reclamation Streets 9% Recreation 3% 12% 8% The major expenditures in the operating budget are personnel and benefitsat 51%, which include all salaries and benefits for Town staff. Operating suppliesand equipment and contractual services comprise 26% and 23%, respectively. Operating Budget by Line Item $100.4Million Personnel and Benefits 51% Contracted Services 23% Operating Supplies & Equipment 26% 47 FISCAL YEAR 2023-2024 STAFFING SUMMARY With personnel and benefitscomprising 51% of theTown’soperating budget, employees play a significant part in providing services tothe community and our citizens. The following graph identifies percentage of staffing by function. Staffing by Function 444.1FTE Public Safety Economic & 34% Community Development 11% Highways and General Streets Government 11% 20% Culture & Water Airport Recreation Water Reclamation 1% 13% 8% 2% The town has increased its staffing level this fiscal year by 14.50 full-time equivalent (FTE) positions through the budgetary process. The following tableshows changes in staffing over the past four fiscal years and the current fiscal year. 2019-20202020-20212021-20222022-20232023-2024 Functional Authorized Authorized Authorized Authorized Authorized DepartmentFTEFTEFTEFTEFTE 88.00 General Government75.25 75.2580.2585.50 Economic & Community 42.50 42.50 45.5049.10 50.10 Development 152.00 Public Safety134.00 134.00139.00147.00 49.00 Highways &Streets44.00 44.0046.0047.00 58.00 Culture & Recreation42.00 42.0052.0055.00 4.00 Airport3.00 3.00 3.00 4.00 35.00 Water27.60 29.6031.6034.00 8.00 Wastewater7.00 7.00 7.00 8.00 Total FTE375.35 377.35 404.35 429.60 444.10 48 The following table lists the new full time equivalent (FTE) positions added in 2023-2024: Position TitleFTE Department Funding Source Historian 0.50 Town Manager General Fund Organizational Development 1.00 Human Resources General Fund Manager Superintendent1.00 Parks & RecreationGeneral Fund Recreation Programmer 1.00 Parks & Recreation General Fund Parks and Recreation 1.00 Parks & Recreation General Fund Maintenance Associate II Police Officer 5.00 Police General Fund Police Assets Coordinator 1.00 Police General Fund Custodian 1.00 Public Works General Fund Business Process Analyst 1.00 Public Works General Fund Technology Support Specialist II 1.00 Technology Services General Fund Construction Inspector 1.00 Water Reclamation General Fund Total FTE additions 14.50 The addition of key positions is critical in maintaining service levels. This is especially important in a fast- growing community like Marana. Positions added this year include those that serve the public directly, such as Police Officers and Public Works and Parks maintenance employees, as well as support services positions to re-align operations and allow for efficient and uninterrupted operations of our ever-growing Town. 49 PROJECTION OF FINANCIAL CONDITION BY FUND GROUP June 30, 2023 2023-2024 2023-2024 June 30, 2024 Transfers Estimated Estimated Estimated Estimated Fund GroupFund Balance RevenueExpenditures Transfers In Out Fund Balance General Fund $93,588,862 $69,786,496 $77,026,555 $-$4,516,981$81,831,822 Special Revenue 11,530,105 9,943,033 13,051,469 100,000 -8,521,669 Capital Projects 58,624,223 113,106,767 155,743,417 100,000 2,083,950 14,003,623 Debt Service 7,302,986 9,231,928 15,356,954 6,360,436 -7,538,396 Enterprise 34,203,719 49,475,422 69,386,635 8,169,474 8,128,979 14,333,001 Internal Service 2,169,738 5,696,168 5,696,168 - - 2,169,738 Total All Funds$207,419,633 $257,239,814$336,261,198 $14,729,910$14,729,910 $128,398,249 50 TOWN FUNDS AND FUND BALANCE DETAILED INFORMATION General Fund The General Fundis the Town’s primary operating fund. It accounts for all financial resources except those required to be accounted for in other funds. As described earlier, approximately 94 percent of the General Fund’s operating revenuesare extremelysensitive to fluctuations in the regional and national economies. Thiswas very apparent during the pandemic over the last couple of years. The Town proactively managed the budget during this period and during prior economic downturnsresulting in an increase of $27.1 million in reserve balance at the end of fiscal year 2022. In fiscal year 2023 the Town has continued to be successful in efforts to continually maintain healthy fund balances. Theestimated year end fund balanceis $93.6 million. The following chart shows the current year’s recurringrevenue and expenditure as well as forecasted recurringrevenues and expenditures forthe next five fiscal years. Consistent with the Town’s philosophy and Arizona state law to maintain a structurally balanced budget, recurring expenditures are forecasted to be less than the forecast revenues. Theseforecasts are updatedannually to ensure the Town maintains a healthy budget outlook for the future. General Fund Forecast 2024 to 2029 $90 $80 $70 $60 $50 $40 $30 $20 $10 $- 202420252026202720282029 Recurring revenueRecurring expenditures The end of fiscal year 2024 fund balance is projected to be $81.8million. This projected number includes contingent expenditure budget authorization of $5 million, most of which is often not spent. By policy, use of contingency requires Council approval which is consistent with the Town’s financial policies and utilization of those resources. Estimated ending fund balance is approximately 117% of the projected fiscal year’s General Fundrevenue. This is above the acceptable level according to the Town’s policy of fund balance (target of 25% of General Fund’s budgeted revenues).The following chart shows fund balance levelsforthe past four fiscal years and the current fiscal yearalong with the 25% reserve requirement target. 51 For fiscal year 2024, the use of fund balance is anticipatedto complete several projects and purchases that arecarried forward from the prior fiscal year, as well as to make several one-time capital investments. General Fund Reserve Balances $120 $100 $80 $60 $40 $20 $- 2019-20202020-20212021-20222022-20232023-2024 EstimatedBudgeted Fund BalanceRequired Reserve Special Revenue Funds Special revenue funds account for the proceeds of specified revenue sources, other than major capital projects, that are legally restricted to expenditures for specific purposes. The Town has budgeted $2.8million in fiscal year 2024for unanticipated grants and contributions. This willprovide the Town the revenue and expenditure authority required to take advantage of grants and similar opportunities that may occur during the year. Additionally, this funding mechanism removes the impact of grant activity on the operating budgets in the General Fund. For fiscal year 2024, the largest sources of fund balancefor special revenue funds are Highway User Revenue and Bed Tax at $5 million and $1.5million respectively.The ending fund balance for fiscal year 2024 is projected to decreaseby$3 millionwhich is primarily due toexpenditures related to the continuation of a multi-year pavement preservation plan. Special Revenue Funds Reserve Balances $14 $12 $10 $8 $6 $4 $2 $0 2019-20202020-20212021-20222022-20232023-2024 EstimatedBudgeted 52 Capital Project Funds The capital projects funds account for resources to be used for the acquisition or construction of capital facilities, equipment and infrastructure other than those financed by the enterprise funds and special revenue funds. The ending fund balance for fiscal year 2024 is projected to decrease from $58.6 million to $14 million. This reduction assumes the use of fund balance for a number of capital projects such as the Tangerine Farms Road Widening (page 132), the Twin Peaks Road Rattlesnake Pass Widening (page 134), and the Marana Community Center and Aquatic Complex (page 137). Capital Project Funds Reserve Balances $70 $60 Millions $50 $40 $30 $20 $10 $0 2019-20202020-20212021-20222022-20232023-2024 EstimatedBudgeted Debt Service Funds The debt service funds account for the accumulation of resources and the payment of general long- term debt principal, interest, and related costs. The ending fund balance for fiscal year 2024 is projected to be $7.3 million. Most of the fund balance is reserved for future bond payments. A portion of the balance is associated with deposits held related to the Gladden Farms, Gladden Farms II, and Saguaro Springs Community Facilities Districts (separately presented component units). Debt Service Funds Reserve Balances $8 $7 $6 Millions $5 $4 $3 $2 $1 $0 2019-20202020-20212021-20222022-20232023-2024 EstimatedBudgeted 53 Enterprise Funds Enterprise funds are used to account for operations that (1) are financed and operated in a manner similar to private business enterprises, where the intent of the Town Council is that the costs of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges, or (2) where the Council has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. Enterprise Funds include a Water Utility Fund, Wastewater Utility Fund, and an Airport Fund to account for the activities of these enterprises. The estimated ending fund balance for fiscal year 2024 is $14.3 million. The decrease assumes use of fund balance for several existing and new capital projects in fiscal year, including the North Marana Sewer Interceptor, the New Renewable Water Resource Acquisition and the East Apron Reconstruction at the Marana Airport. Enterprise Funds Reserve Balances $40 $35 $30 Millions $25 $20 $15 $10 $5 $0 2019-20202020-20212021-20222022-20232023-2024 EstimatedBudgeted Internal Service Funds The internal service funds are used to account for operations serving other funds or departments. The Town has internal service funds for self-insured health and dental benefits. The fund balance for fiscal year 2024 is projected to remain unchanged. Internal Service Funds Reserve Balances $2.5 $2.0 Millions $1.5 $1.0 $0.5 $0.0 2019-20202020-20212021-20222022-20232023-2024 EstimatedBudgeted 54 55 56 DEPARTMENTAL SUMMARY The following table provides a summary of the fiscal year 2024 operating and capital budget by department. The table includes the source(s) of funding for each department by fund type and also includes the applicable number of FTEs by department. Detailed information for each department as well as a detailed fund structure and expenditure information can be found in the subsequent departmental pages. Special Capital Debt FTE General Proprietary Department Revenue Projects Service Total Count Fund Funds Funds Funds Funds -$ 387,745 - - -- $ 387,745 Mayor & Council 9.00 1,600,517 - - -- 1,600,517 Town Manager's Office 5.00 570,215 - - -- 570,215 Town Clerk 13.00 1,772,626 - - -- 1,772,626 Human Resources 17.00 1,898,127 - - -- 1,898,127 Finance 9.00 1,244,565 - - --1,244,565 Legal 21.00 5,989,155 - - -- 5,989,155 Technology Services 3.50 326,774 1,139,816 425,000 -- 1,891,590 Economic Development & Tourism 36.00 4,573,023 - - -- 4,573,023 Development Services 139.0022,530,049 1,337,136 - - - 23,867,185 Police 14.00 1,326,710 244,305 - - - 1,571,015 MagistrateCourt 62.00 13,217,186 6,282,878 145,219,094 - - 164,719,158 Public Works 58.008,617,693 482,150 5,188,573 -- 14,288,416 Parks & Recreation 10.60 1,319,486 365,000 - -- 1,684,486 Community & Neighborhood Services 35.00-- - - 39,059,108 39,059,108 Water 8.00-- - - 21,989,842 21,989,842 Water Reclamation 4.00-- - - 8,337,685 8,337,685 Airport -11,652,684 3,200,184 4,910,750 15,356,954 5,696,168 40,816,740 Non-Departmental 444.10 $77,026,555 $13,051,469 $155,743,417 $15,356,954 $75,082,803 $336,261,198 Total 57 Key Performance Measurements Beginning with the adoption of the fiscal year 2018-2019 budget process, the Town reviewed and updated department performance measures and indicators to ensure they were consistent with key criteria. Key criteria are: Transparent Attainable Measureable Meaningful Linked to operating budget Directly associated with the Strategic Plan The departments of Finance and Human Resources, along with the Town Manager’s Office and department directors worked to better align each departments goals to the above criteria. Fiscal year 2018-2019 was the first year for implementation and reporting on Key Performance Measurements. Fiscal year 2023-2024 is the sixth year that departments will be tracking specific criteria based upon outcomes listed in their Key Performance Measurements. As many of these metrics and corresponding tracking are still relatively new to the Town, several targets are still being refined and adjusted as departments continue to analyze data that has been collected throughout the year. As departments continue to track and analyze data related to Key Performance Measurements, improvement and evolution will be noticed over time, leading to the continued success of the organization. Reporting will be conducted on a regular basis throughout the fiscal year to ensure the goals continue to meet key criteria outlined and departments are striving to meet their Key Performance Measurements. Each department has formulated key performance indicators listed in the corresponding department summaries in the following pages. The table below is a guide to reading and understanding the key performance indicator tables. Council Strategic Plan Goal: One of the strategic goals as outlined in Marana’s Strategic Plan Expected Outcome Performance Measure FY20xx Actual FY20xx Target The desired outcome A specific, Real data collected A goal for the new related to the measurable, and for the fiscal year fiscal year that is both identified strategic realistic indicator on challenging and plan goal. This should how well the Town is realistic to achieve be an ongoing achieving the desired process, not a one-outcome. These are time achievement. not workload indicators. 58 Department Summary | Mayor & Town Council MAYOR & TOWN COUNCIL Overview TheMaranaTownCounciliscommittedtoprovidingitsresidentswithahighstandardofliving throughacombinationofpolicydevelopment,efficientmunicipalservices,andprogressive communityplanning.Council'sactionsarebasedonsolidvalues,uncompromisingintegrity,and servant leadership for the community. Fiscal Year 2022-23 Accomplishments • Adopted a structurally balanced operating budget. • Adopted a 2023 Arizona Legislative Session Policy Priority Program. • Adopted a comprehensive update to the Strategic Plan. • ParticipatedinaCouncilRetreattoidentifynewpolicygoalsandmethodstoachieve these goals. Fiscal Year 2023-24 Goals & Objectives • Ensure the use of the Strategic Plan in the development of the annual budget. • Maintain regular briefing reports and council executive reports. • Identify and support legislative priorities. • Ensure that Marana remains a safe, clean and healthy community. • Look to host a joint Council meeting among regional jurisdictional peers. 59 Department Summary | Mayor & Town Council Key Performance Indicators Promote and increase Town representation throughout the state. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Number of regional and statewide committees with N/AN/AN/AN/A8 council member participation 60 Department Summary | Mayor & Town Council Staff Summary: Town Council does not have any FTE's. Town Council members are paid a stipend and are eligible to receive benefits. Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$326,719$365,991$387,745$21,754 Total Budget$326,719$365,991$387,745$21,754(1) Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$310,733$310,984$327,704$16,720 Contracted Services9,96640,422 41,556 1,134 Operating Supplies & Equipment 6,020 14,585 18,485 3,900 Total Budget$326,719$365,991$387,745$21,754(1) Budget Notes and Significant Changes 1ChangestotheMayor&TownCouncilbudgetareprimarilyrelatedtoanticipated increasesofexistingandongoingexpenses,includingincreasestopensioncontributions and health care premiums. 61 Department Summary | Town Manager TOWN MANAGER Overview TheTownManager’sOffice,underthepolicyanddirectionoftheTownCouncil,provides oversight,supportandcoordinationofadministrativeactivitiesacrosstheTown.TheManager’s TeamprovidesleadershipandvisiontotownstaffforthebenefitoftheentireMaranacommunity. UsingtheStrategicPlan,weimplementsuccessfulstrategiestotacklethechallengesandgrowthin theTown.TheManager’sTeampromotesresponsivenessandefficientpoliciesandproceduresto ensurethehighestqualityoflifeforresidentsandbusinesses.TheManager’sTeambelievesin strongpartnershipswithourbusinessanddevelopmentcommunities,ourneighboring municipalities,andvariousinterestgroupsinthearea.Wearecommittedtoprovidingthehighest levelofcustomerserviceandeffectivesolutionstocomplexchanges.TheManager’sTeamwill never compromise our integrity or the public’s trust. Fiscal Year 2022-23 Accomplishments • Maintained a structurally balanced budget and strengthened the Town's financial position. • AdoptedStrategicPlanFiveandlaunchedaperformancemanagementdashboardto track organizational progress. • Hosted a Council retreat which establlished policy priorities and how to achieve them. • LaunchedphaseoneoftheMaranaLifestyleBrandtoshowcaseMarana'suniqueness through various products. • LaunchedRealTalkwiththeTownofMaranapodcastasamethodofprovidingaccurate and timely information to the community. Fiscal Year 2023-24 Goals & Objectives • Maintainastructurallybalancedbudgetthatadvancestheprioritiesidentifiedinthe updated Strategic Plan. • ContinueimplementationoftheStrategicPlanFiveperformancemanagementdashboard to ensure progress towards meeting our identified goals. • ContinueimplementationoftheMarana2040GeneralPlan,includingthevariousmaster plans and studies described within the plan. • ContinuetoenhancetheTown'scommunicationstools,includingwebsitehost,social media platforms and use of data dashboards. • CoordinatewithregionalpartnersforRegionalTransportationAuthority(RTA)extension,and propose Town-specific capital projects. 62 Department Summary | Town Manager Key Performance Indicators Invite citizen involvement and deliver transparent and timely distribution of information through a variety of innovative platforms. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of customer satisfaction rating of "Very N/AN/AN/AN/A65% Satisfied" or "Satisfied" for Communications services Total number of new Town Newsroom subscribers N/AN/AN/AN/A600 Community outreach and educational videos produced N/AN/AN/AN/A115 in-house Total number of podcast plays per year N/AN/AN/AN/A10,000 63 Department Summary | Town Manager Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents10.508.509.000.50 % of town's FTEs2.03% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$1,407,224$1,794,483$1,600,517($193,966) Total Budget$1,407,224$1,794,483$1,600,517($193,966) Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$1,207,779$1,184,261$1,262,709$78,448(1) Contracted Services 98,255 499,204 237,452 (261,752) (2) Operating Supplies & Equipment 101,190 111,018 100,356 (10,662) (3) Total Budget$1,407,224$1,794,483$1,600,517($193,966) Budget Notes and Significant Changes 1Personnel&Benefits-IncreaseisprimarilyattributedtotheadditionofanewHeritage Specialistpart-timeposition,aswellasincreasestohealthcarecontributionsandfor performance pay adjustments budgeted for fiscal year 2023-2024. 2ContractedServices-Decreaseisprimarilyassociatedwiththetransferofbudgetforthe MasterTransportationstudytothePublicWorksdepartment.One-timefundingisincluded for an update to the Town's website platform. OperatingSupplies&Equipment-ReductionisprimarilyduetotheStrategicPlanupdate 3 which was completed in fiscal year 2022-2023 64 Department Summary | Town Clerk TOWN CLERK Overview TheTownClerk’sOfficeisdriventoserve,preserve,andenrichourcommunity.Wedothisthrough proactivelyservingMaranaresidents,theTownCouncil,andTownstaff;carefullypreservingthe Town’scherishedheritageandrecordsforfuturegenerations;timelyprovidingaccesstopublic meetings,documents,andinformation;andfairlyandimpartiallyoverseeingTownelectionsin accordance with the law. Fiscal Year 2022-23 Accomplishments • Successfully oversaw two elections: the Town Council candidate election held during the 2022 primary election and the Permanent Base Adjustment proposition election held during the 2022 general election, which included the preparation and publishing of a publicity pamphlet. • Developed a new department vision and mission statement and revamped the Town Clerk webpages. • Provided AgendaQuick training and minutes instruction to Town staff from multiple departments. • Developed a proclamation request policy, created a downloadable proclamation template, and created a centralized, online proclamation request portal. • Provided consistent, internally and externally recognized, 5-star service in records management and retrieval. Fiscal Year 2023-24 Goals & Objectives • Continue to support and seek innovative ways to improve open and responsive government through: (1) timely and accurately preparing and posting required notices, agenda materials, and meeting minutes; and (2) timely responding to public records requests. • Prioritize preserving Marana’s cherished heritage by: (1) providing support for the Marana Cultural and Heritage Preservation Plan; and (2) proactively managing and preserving official Town records, including through identifying and pursuing improvements to the Town’s records management processes and on- and off-site records storage locations. • Encourage voter confidence by providing fair and impartial election information and by fairly and impartially overseeing Town election preparations and candidate filings in accordance with the law. 65 Department Summary | Town Clerk Key Performance Indicators Elevate the Town's public service by providing timely public access to Town information. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of agendas and notices posted in N/A100%100%100% compliance with state law Percentage of public records requests acknowledged N/A100%95% 100% within 24 hours Percentage of draft Council and CFD minutes with little to N/AN/AN/AN/A90% no modification prior to Council adoption 66 Department Summary | Town Clerk Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents5.005.005.00 - % of town's FTEs1.13% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$369,375$643,116$570,215($72,901) Total Budget$369,375$643,116$570,215($72,901) Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$333,891$440,836$459,825$18,989(1) Contracted Services 31,158 135,680 40,270 (95,410) (2) Operating Supplies & Equipment 4,326 6,600 10,120 3,520 Restricted Budget - 60,000 60,000 -(3) Total Budget$369,375$643,116$570,215($72,901) Budget Notes and Significant Changes 1Personnel&Benefits-Changeprimarilyattributedtohealthcarepremiumincreasesand performance pay adjustments for fiscal year 2023-2024. 2ContractedServices-Theprioryearbudgetincludedadditionalfundingforelections activitythathappenseveryotheryearinadditiontoaspecialelectionfortheTown's permanent base adjustment to the Expenditure Limitation. 3RestrictedBudget-Availabletoensureadequatecapacityexistsforelectionsoutsidethe normal election cycle in fiscal year 2023-2024. 67 Department Summary | Human Resources HUMAN RESOURCES Overview TheHumanResourcesDepartment’smissionistosupportandadvancetheTownofMaranaby hiring,developingandkeepingthebesttalent.IncollaborationwithallTownemployees,wework to promote Marana’s culture and an organization of excellence. Fiscal Year 2022-23 Accomplishments Completed Classification & Compensation Study. • Implemented Compensation Tool to attract and retain best fit employees. • • Streamlined hiring process. • ImplementedCall Out Supplemental Pay and provided Time Sheet Refresher Training. Fiscal Year 2023-24 Goals & Objectives Update job descriptions. • Establish Supervisor Academy. • Enhance training and professional development opportunities. • Improve existing processes. • Implement paperless processes. • 68 Department Summary | Human Resources Key Performance Indicators Foster a workplace culture that attracts, retains, and motivates a talented workforce. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of employees who rate overall workplace N/A70%78%70% culture as positive; agree and strongly agree Percentage of employees who feel the organization N/A70%74% 70% invests in their development; agree and strongly agree Percentage of employees who feel they are adequately prepared to compete for internal promotions when N/AN/AN/AN/A70% available; agree and strongly agree 69 Department Summary | Human Resources Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents8.0010.0013.003.00 % of town's FTEs2.93% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$1,025,701$1,409,576$1,772,626$363,050 Total Budget$1,025,701$1,409,576$1,772,626$363,050 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$809,161$1,084,614$1,452,879$368,265(1) Contracted Services 82,717 109,870 132,488 22,618(2) Operating Supplies & Equipment 133,823 178,592 187,259 8,667(3) Capital Outlay - 36,500 - (36,500)(4) Total Budget$1,025,701$1,409,576$1,772,626$363,050 Budget Notes and Significant Changes 1Personnel&Benefits-IncreaseprimarilyattributedtothenewOrganizational DevelopmentManagerposition,healthcarepremiumincreasesandperformancepay adjustments.ReflectedintheFTEchangeisthetransferof2payrollrelatedFTEpositions fromtheFinanceDepartmenttotheHRDepartmentasapprovedbyCouncilintheprior fiscal year. ContractedServices-Increaseprimarilyattributedtoadditionalfundingfortraveland 2 trainingneedsassociatedwiththeincreaseinFTEpositionsandadditionalfunding needed toward safety related services. 3Operating Supplies & Equipment - Increase attributed with resupplying first aid stations. 4CapitalOutlay-FY2023includedaone-timeexpenseforanewvehiclefortheSafety Compliance Specialist. 70 Department Summary | Finance FINANCE Overview TheFinanceDepartmentprovidesfinancialsupportservicesthroughouttheTownincluding accounting,fiscalplanning,treasuryservices,cashreceipts,purchasing,accountspayable, payroll,debtmanagement,developmentandmonitoringoftheannualoperatingbudget, establishingandmonitoringinternalcontrols,preparingtheComprehensiveAnnualFinancial Report, facilitating external audits and independent reviews and grant management. Fiscal Year 2022-23 Accomplishments • Receivedthe15thconsecutiveDistinguishedBudgetPresentationAwardsfromthe Government Finance Officers Association (GFOA). • ReceivedtheCertificateofExcellenceinFinancialReportingfromtheGFOAforthe14th consecutive year. • AssistedwiththeimplementationofapermanentadjustmentoftheAlternativeExpenditure Limitation for the Town of Marana. Implemented a new financial statement preparation program. • Prepared the first annual Debt Report and Profile for FY2021-22 • Fiscal Year 2023-24 Goals & Objectives Receive the Distinguished Budget Presentation Award from the GFOA. • Receive the Certificate of Excellence in Financial Reporting from the GFOA. • Implement a new business licensing software system. • Assist with the implementation of the Town's new permitting system. • 71 Department Summary | Finance Key Performance Indicators Receive a clean audit opinion without any findings or questioned costs. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Unmodified audit opinion in financial statements by YesYesYesYes external CPA firm Invest idle cash to achieve best investment results considering safety, liquidity and yield. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Compliance with Town investment and financial policies 100%100%100% 100% Provide detailed and transparent financial information to the public about the use of public resources. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Receipt of GFOA Certificate of Achievement for YesYesYesYes Excellence in Financial Reporting Receipt of GFOA Distinguished Budget Presentation YesYesYesYes Award 72 Department Summary | Finance Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents15.7519.0017.00(2.00) % of town's FTEs3.83% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$1,417,753$2,040,118$1,898,127($141,991) Total Budget$1,417,753$2,040,118$1,898,127($141,991) Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$1,284,008$1,749,812$1,666,192($83,620)(1) Contracted Services 121,376 209,317 134,235 (75,082) (2) Operating Supplies & Equipment 12,369 30,989 7,700 (23,289) (3) Restricted - 50,000 90,000 40,000(4) Total Budget$1,417,753$2,040,118$1,898,127($141,991) Budget Notes and Significant Changes 1Personnel&Benefits-ReflectedintheFTEchangeisthetransferof2payrollrelatedFTE positionsfromtheFinancedepartmenttotheHRdepartmentasapprovedbyCouncilin thepriorfiscalyear.Thischangeanddecreaseinbudgetappropriationisoffsetby increases to health premiums and performance pay adjustments. ContractedServices-Decreaseprimarilyattributedtofundingfortheacquisitionofnew 2 financialreportingsoftwareimplementedintheprioryearandduetoanticipated decreasesforbankingservicefeeswhichareoffsetbyhigherinterestratesoverthe course of the fiscal year. 3OperatingSupplies&Equipment-Decreaseattributedtothefurnitureandequipment related to new positions hired in the prior year. Restricted-BudgetcapacitytobeutilizedbyTownManagerapprovalforconsulting 4 servicesrelatedtoplanningfuturelongtermfundingandfinancingofTownneeds. Additionalfundingincludedinfiscalyear2023-2024towardtheimplementationofnew budget interactive software. 73 Department Summary | Legal LEGAL Overview TheMaranaLegalDepartmentprovidessuperiorlegalservicestoensurethattheTownisasafe, sustainablecommunitywithahighqualityoflife,nowandinthefuture.Westrivetoachievejustice andtoprotecttheTownbydevelopingsoundlegaldirectionandstrategies,protectingvictims' rights,upholdingthelawwithfairnessandintegrity,andmaintainingastrongworkethic.TheLegal DepartmentprovideslegaladvicetotheMayorandCouncil,theTownManager’sOfficeandall Towndepartments,anddirectlyorthroughoutsidecounselrepresentstheTowninlitigation.The LegalDepartmentalsoprosecutesmisdemeanoroffensesandTownCodeviolationscommitted within the Town limits, working closely with the Police Department and Marana Municipal Court. Fiscal Year 2022-23 Accomplishments • Assistedwithimplementationofupdatedinfrastructureimprovementplans,landuse assumptions, and development impact fees for Water, Wastewater, Streets and Parks. AssistedtheDevelopmentServicesDepartmentwithdraftingandadoptionofnewzoning • regulations related to solar facilities and battery storage facilities. AssistedtheFinanceDepartmentandTownClerk'sOfficewithalllegalissuesrelatedtothe • successful Permanent Base Adjustment election. DraftedandassistedtheHumanResourcesDepartmentwithadoptionofnewDrugand • Alcohol-Free Workplace Policy and Administrative Directive. • Providedtop-qualitymunicipalcriminalandcodeenforcement,includingefficientlyand fairlyhandling725criminalprosecutions,6aggressivedogdesignationcases,and7code enforcement cases in the first 7 months of FY2023. Fiscal Year 2023-24 Goals & Objectives • AssisttheWaterDepartmentwithimplementationofWaterResourcesMasterPlanUpdate, including assisting with legal aspects of water acquisitions. • Continuetoprovidetop-qualitymunicipalcriminalprosecutionservices,byethicallyand efficientlyprosecutingcaseswiththegoalofachievingjustice,andprotectingvictims'legal rights. • AssistwithalllegalaspectsofdesignandconstructionoftheTown'snewMarana Community Center and Aquatic Complex. • AssistwithalllegalaspectsoftheTown'soperationofourownCommunityBlockGrant Program. 74 Department Summary | Legal • AssisttheCouncil,TownManager'sOffice,DevelopmentServices,Water,andallTown departmentsinevaluatingcurrentdevelopmentpracticestoensurethattheTown develops in a sustainable manner. 75 Department Summary | Legal Key Performance Indicators Efficiently and effectively prosecute misdemeanor cases. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of cases with initial victim notices sent out 100%100%100%100% by first pretrial conference Ratio of cases disposed to cases filed 84%90%92% 90% Provide timely and accurate legal advice to the Town. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of successful outcomes in personnel matters 95% 100%95%100% Percentage of ordinances/resolutions drafted within 30 95%90%88%90% days of request 76 Department Summary | Legal Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents9.009.009.00 - % of town's FTEs2.03% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$1,067,074$1,204,385$1,244,565$40,180 Total Budget$1,067,074$1,204,385$1,244,565$40,180 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$877,802$1,037,356$1,025,067($12,289)(1) Contracted Services 184,580 164,029 214,098 50,069(2) Operating Supplies & Equipment 4,692 3,000 5,400 2,400(3) Total Budget$1,067,074$1,204,385$1,244,565$40,180 Budget Notes and Significant Changes 1Personnel&Benefits-Changereflectscurrentlyfilledpositions,whichincludesan underfilledfulltimeposition(hiredasparttime),offsetbyhigherhealthpremiumsand performance pay adjustments. 2ContractedServices-Increasetoprovidefundingsoftwarearchivingneedsandincreased costs for subscriptions and continuing education. 3OperatingSupplies&Equipment-Theincreaseisprimarilyhighercostsforofficesupplies and office equipment. 77 Department Summary | Technology Services TECHNOLOGY SERVICES Overview TheTechnologyServicesDepartmentprovidesTowndepartmentswiththeleadership,skillsand technologyinfrastructurethatenabletheeffective,secure,andefficientuseoftechnology solutions in support of the vision, principles and strategic goals of the Town of Marana. Fiscal Year 2022-23 Accomplishments Filled 5 of 7 vacant positions and added 2 new positions. • Redesigned the Current and Proposed Projects web application. • • Implementedrecommendedprojectportfoliomanagementstrategyandprocesses to ensure that initiatives are aligned to meet the Town's objectives and priorities. • MigratedthePoliceDepartmenttoanewmobilebroadbandserviceprovidertoensure continuous internet connectivity throughout the Town's boundaries and nearby areas. • Launchedanewmanholeinspectionapplicationtoeliminateduplicatedataentryintoour asset management system. Fiscal Year 2023-24 Goals & Objectives • MigrateonpremiseemailtoMicrosoftOffice365-toincludeSharePointonpremise migration. • Select a new permitting and licensing system and initiate its implementation project. • Pursuestrategytodelegateorautomateprocessestoachieveoperationalimprovements and elevate public service. • Develop an Asset Management strategic plan. • Fullyimplementanincidentresponseplanandproviderecommendationsforthe secondary server room to ensure business continuity. 78 Department Summary | Technology Services Key Performance Indicators Elevate the Town's public service quality through efficient resolution of Town technology issues. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Average internal customer services satisfaction rating with N/AN/AN/AN/A5 technical support provided (on a scale of five stars) Percentage of service requests completed within defined N/AN/AN/AN/A90% service level targets Percentage of unplanned downtime of major applications N/AN/AN/AN/A< 1% affecting business continuity Percentage of unplanned downtime of public facing applications (websites, GIS viewers) affecting public N/AN/AN/AN/A< 0.5% service Total number of departmental dashboards built to show asset management costs for Parks and Recreation, Public N/AN/AN/AN/A3 Works, and Water 79 Department Summary | Technology Services Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents18.0020.0021.001.00 % of town's FTEs4.73% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$3,385,512$4,405,011$5,989,155$1,584,144 Total Budget$3,385,512$4,405,011$5,989,155$1,584,144 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$1,420,637$1,900,761$2,144,070$243,309(1) Contracted Services 1,346,683 2,239,894 3,008,084 768,190(2) Operating Supplies & Equipment 438,694 264,356 687,001 422,645(3) Capital Outlay 179,498- 100,000 100,000(4) Restricted- - 50,000 50,000(5) Total Budget$3,385,512$4,405,011$5,989,155$1,584,144 Budget Notes and Significant Changes 1Personnel&Benefits-IncreaseprimarilyattributedanewTechnologySupportSpecialist position,thereclassificationoftheSoftwareDeveloperpositiontoaSeniorSoftware Developer,aswellasincreasesforhigherhealthpremiumsandperformancepay adjustments. 2ContractedServices-Increaseassociatedwithanumberoffactorsincludingincreases tothecostofexistingsoftwareaswellasanumberofnewsoftwareincludinganew permittingandlicensingsystemthatwillprovideincreasedfunctionalitytobothstaffand customers.Fundingisalsoincludedforhardwareandequipmenttoreplaceaging equipment and create hybrid meeting solutions for select conference rooms. OperatingSupplies&Equipment-Increasesduetoanumberofone-timeequipment 3 purchasesincludingasignificantincreaseforpoliceradioreplacements(firstyearofa4 yearreplacementcycle).Additionalone-timebudgetwasincludedforofficefurniture that will alllow the department to convert unused space to office space. 4CapitalOutlay-IncreaseassociatedwithcreatingredundancyfortheTown'sinternet fiber connection. The funding will be used for design and planning. 5Restricted - Funding capacity for unanticipated or emergency needs. 80 Department Summary | Development Services DEVELOPMENT SERVICES Overview Toensurethatalldepartmentalactivities(BuildingSafety,Planning,Engineering,Environmental andRealProperty)enhanceandsupportthevisionofthestrategicplanbyproviding responsiveness to, and creating partnerships with the development community. Building Safety Division TheBuildingSafetydivisionisresponsibleforestablishingtheminimumrequirementsthatsafeguard publichealth.Thisisaccomplishedbyadoptingthemostup-to-datetechnicalbuildingcodeand enforcementofthatcodethroughfieldinspection.Thedivisioncollectivelyworkswithafire service agencywithintheTowntoadministerprovisionsofthefirecode.Thegoalistoprovidethehighest levelofserviceandtomaintainthevisionoftheTown,byincorporatingthestrategicplanintothe divisions's policies and procedures whenever possible. Planning Division ThePlanningdivisionisdedicatedtothephysical,socialandeconomicexcellenceoftheTown throughsoundprofessionalplanningpractices,consistentpolicyadvice,activepublic participationandsuperiorpublicservicetopromotethewelfareandqualityoflifeofthe community.PlanningisresponsibleforadministeringandimplementingtheGeneralPlan,theTown CodeandtheLandDevelopmentCode.Thedivisionprovidessupportandrecommendationsto theTownCouncilandPlanningCommissiontoassisteachinmakingdecisionsregardinglanduses anddevelopmentproposals.Thedivisionprocessesapplicationsfornewdevelopmentand redevelopmentwithintheTownsuchassiteplanreviews,specialuserequests,planned developmentproposals,subdivisionproposalsandrezoningrequeststoensurecompliancewith Town requirements. 81 Department Summary | Development Services Engineering, Environmental, and Real Property Division TheEngineering,EnvironmentalandRealPropertydivisionisresponsibleforaddressingthe infrastructureneedsthroughouttheTown.TheEngineeringdivisionprovidesoversightofprojects toensurethatprivatedevelopmentfollowsTownordinancesandengineeringpractices,maintains thesafetyofthepublicandtheenvironment,recommendsmitigationmeasurestoreduce impactsfromdevelopment.Thedivisionmanagesthefloodplainandcommunityratingsystem andensuresenvironmentalcomplianceforprivatedevelopment.ThedivisionensurestheTown's compliancewithstateandfederalmandatesaswellasclearspublicinfrastructureprojects.In addition,thedivisionmanagestheTownrealpropertythroughacquisitions,permitting,and agreements. 82 Department Summary | Development Services Fiscal Year 2022-23 Accomplishments • BuildingSafety:Simplifiedpermitreviewswherepermittechniciansandcoordinator complete general plan review - over-the-counter issuance. • Planning:Planningstaff,collaboratedwithotherTowndepartments,deliveredamajor updatetotheLandDevelopmentCode,particularlyzoningregulation,thatwas incorporatedintotheTownCodebytheapprovalofTownCouncil.TheupdatedCode streamlinedregulationbythecomprehensiveuseoftablesandaeasytousematrixsystem thathelpsusersfindinformationquickly,whileatthesametime,reducesthesizeofthe Code. • Environmental:UpdatedtheTown’sstormwaterordinancetocomplywiththenewMS4 it • Real Property: Brought Real Property services and staff back in-house. • DevelopmentEngineering:Standardizedapplications,formsandchecklistsaswellas converted them to electronic submittals and fillable forms. Fiscal Year 2023-24 Goals & Objectives • BuildingSafety:Continuewithefficienciesindigitalplanreviewandinspections,coordinate with Technology Services on digital document management and customer submittals. • Planning:Planningstaffwillcontinuouslymonitortheactualimplementationanduseofthe updatedLandDevelopmentCodebythetrackingofanyissuesorCodeconflictsthatarise inordertodetermine,ifandwhen,anyadditionalrevisionsarerequired.Revisionstothe Codewillalsobebroughtforwardasnew,pertinentinformationisgeneratedbythe completion of studies and master plans identified in the General Plan. • Environmental: Map storm water outfalls for private development. • RealProperty:DevelopandmakepublicarealpropertywebsitewithalloftheTown’s property and conveyance documents. • Development Engineering: Streamline the permitting and inspection process. 83 Department Summary | Development Services Key Performance Indicators Ensure sufficient response to public for permitting and inspections. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of single family dwelling plans reviewed within 96%96%97%95% five days Percentage of model plan reviews completed within five 92%92%97% 92% days Percentage of field inspections completed within one 99%99%100%99% business day of request Streamline public processes to facilitate work with public and developers. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget In-house plan reviews as a % of total plan reviews taken 100%90%100%90% Provide exceptional customer service through our Development and Utility Services. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of development related projects reviewed 95%95%97%95% within assigned time (first submittal) Percentage of permits approved within assigned time 97%95%96%95% frame 84 Department Summary |Development Services Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents33.0035.0036.001.00 % of town's FTEs8.11% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$2,980,070$4,479,403$4,573,023$93,620 - (213,700) (4) Downtown Reinvestment Fund 340,673 213,700 Total Budget$3,320,743$4,693,103$4,573,023($120,080) Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$2,447,968$3,317,918$3,658,966$341,048(1) Contracted Services 432,968 844,148 751,888 (92,260) (2) Operating Supplies & Equipment 75,661 203,537 148,534 (55,003) (3) Capital Outlay 364,146 327,500 13,635 (313,865) (4) Total Budget$3,320,743$4,693,103$4,573,023($120,080) Budget Notes and Significant Changes 1Personnel&Benefits-Increaseprimarilyattributedtothetransferandreclassificationof theTownEngineerpositiontoaFloodplainManagerpositionfromthePublicWorks Department, and to higher health premiums and performance pay adjustments. 2ContractedServices-Prioryearamountincludedadditionalcapacityfor3rd-partyplan reviewoncallservices.Thereductionisprimarillyassociatedwithananticipated reductionforsuchservicesasthedepartmentisoptimisticofrecruitingvacantpositions as development cools down next year. 3OperatingSupplies&Equipment-Prioryearamountincludedone-timefundingfor furnitureandequipmentforthenewpositionsandadditionalone-timepurchasesof equipment that will increase the efficiency of reviews for existing staff. CapitalOutlay-Prioryearamountincludedfundingforthepurchaseoftwovehiclesfor 4 thenewpositionsaswellascarryovercapacityforthecompletionoftheMaranaRe- alignmentprojectfundedbytheDowntownReinvestmentFund.Remainingfundingis available for compliance with ADEQ requirements. 85 Department Summary | Economic Development and Tourism OFFICE OF ECONOMIC DEVELOPMENT AND TOURISM Overview Toprovidecleardirectionandcoordinationofeconomicdevelopmentandtourismactivitiesin Maranabythebuildingofpublic/privatesectorpartnershipstoattractandretainadiverse businessandemploymentbase,supportnewlocalbusinesses,developamenitiesandattractions tocreateaworldclassdestinationandprovideahighqualityworkforce.Toensurethatall departmentalactivitiesenhanceandsupportthevisionofthestrategicplanbyproviding responsiveness to internal and external customers by the creation of those partnerships. Fiscal Year 2022-23 Accomplishments • Tourism Master Plan Request For Proposal ready to launch. • Redesigned and updated DiscoverMarana.org website. • Launched Ritz-Carlton three-part TV short stories campaign. • AttractedLukeDealership,AmericanFurniture,TucsonMedicalCenter,Shamrock,andFry's to the Town. • Began discussions with master developer for the downtown main street project. Fiscal Year 2023-24 Goals & Objectives • Work with the Ritz-Carlton to develop summer attraction campaign for conferences. • MigrateDiscoverMarana.orgtonewoperatingsystemwithcompleteredesignand rebrand. • Develop new, innovative marketing campaigns for the Town's assets. • WorkwithdeveloperofMaranaMainStreettocreateconceptualmasterplanandidentify first project to launch. • Continuetorecruit,retain,andexpandretail,commercial,andindustrialtenantstothe Town. 86 Department Summary | Economic Development and Tourism Key Performance Indicators Provide a supportive environment for industry leaders, startups, small businesses, and entrepreneurs through every stage of development. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Number of jobs served through the Marana Job N/AN/AN/AN/A400 Creation Incentive Program (MJCIP) Expand Marana's thriving tourism industry by promoting its heritage, cultural resources, scenic open spaces, and signature events. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Total number of Discover Marana website visits N/AN/AN/AN/A155,000 Total number of tourism marketing campaigns N/AN/AN/AN/A2 87 Department Summary | Economic Development and Tourism Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents3.503.503.50 - % of town's FTEs0.79% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$291,362$315,461$326,774$11,313 139,816 578,483(2) Bed Tax Fund 291,197 561,3331, Downtown Reinvestment Fund 2,603 425,000 425,000 - PAG - Econ & Tourism 15,229 17,501 -( 17,501) Total Budget$600,391$1,319,295$1,891,590$572,295 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$355,037$402,711$422,502$19,791(1) Contracted Services 226,969 813,681 881,090 67,409(2) Operating Supplies & Equipment 3,156 2,410 2,410 - Capital Outlay 15,229 17,501 -((3) 17,501) Restricted Budget - 82,992 585,588 502,596(4) Total Budget$600,391$1,319,295$1,891,590$572,295 Budget Notes and Significant Changes 1Personnel & Benefits ContractedServices-Increaseprimarilyattributedtohighertourismrelatedadvertising 2 costs from the Bed Tax Fund. CapitalOutlay-Prioryearamountincludedforthecompletionandinstallationofthe 3 TABY grant related artwork at the downtown roundabout. RestrictedBudget-RestrictedfundingprogrammedtobalancetheBedTaxFund. 4 Approximately$500,000hasbeenincludedasrestrictedfundingtobeusediftourism related programs are identified during the fiscal year. 88 Department Summary | Police POLICE Overview ThemissionoftheMaranaPoliceDepartment(MPD)istoprovideunparalleledserviceand unwaveringprotectiontoeverypersonintheTownofMaranaandtodosowithuncompromised integrity.WearecommittedtobecomingthemostwellrespectedpolicedepartmentintheState of Arizona. Fiscal Year 2022-23 Accomplishments • Achieved reaccreditation for the 4th year. • Completed the Communications Renovation and Console project. • Implemented a Force Commander Program increasing manegerial oversight on swings and midnight shifts. • Implemented a Chaplain Program. • InitiatedNo Belt Required (NBR) defensive tactics training for officers. Fiscal Year 2023-24 Goals & Objectives • Maintain or exceed department clearance rates for crimes of violence as compared to the previous year. • Maintain or exceed department clearance rates for property crimes as compared to the previous year. • Improve our ranking on the safest cities in Arizona list from our 2022 ranking. • Maintain response times with established criteria. 89 Department Summary | Police Key Performance Indicators Provide high-level public safety services that strengthen Marana's reputation as a safe and secure Town. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Maintain or exceed department clearance rates for all 34.936.637.639.4 part 1 crimes* as compared to the previous year Maintain or reduce total number of part 1 crimes* (excluding shoplifting) per 1,000 residents as compared to 10.910.410.610.1 the previous year Maintain or reduce traffic collision rates based on total number of collisions per 1,000 residents as compared to 16.215.417.616.8 the previous year Part 1 Violent Crime rate per 1,000 residents 0.860.810.74 0.70 Part 1 Property Crime rate per 1,000 residents (includes 21.820.820.019.0 shoplifting) Part 1 Property Crime rate per 1,000 residents (excludes 10.19.59.89.36 shoplifting) *Part 1 crimes as defined by the FBI Uniformed Crime Reporting code. 90 Department Summary | Police Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents127.00133.00139.006.00 % of town's FTEs31.30% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$15,517,918$25,308,683$22,530,049($2,778,634)(1) 1,190,336 423,187(5) Grants & Contributions Fund 1,426,241 767,149 RICO Fund 90,593 87,500 121,800 34,300 Police Impound Fund 32,349 34,727 25,000 (9,727) Total Budget$17,067,101$26,198,059$23,867,185($2,330,874) Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$14,709,758$22,939,458$20,132,321($2,807,137)(1) Contracted Services 521,157 673,821 814,877 141,056(2) Operating Supplies & Equipment 1,502,796 1,551,072 2,021,367 470,295(3) Capital Outlay 333,390 1,033,708(4) 898,620 (135,088) Total Budget$17,067,101$26,198,059$23,867,185($2,330,874) Budget Notes and Significant Changes 1Personnel&Benefits-Prioryearamountincludedaone-time$6millioncontributioninto thedepartment'spensionfundtoreducetheunfundedliabilitybyaboutonethird.The currentyearamountincludesaone-time$1.2millioncontributiontoeliminatethe Dispatcher'spensionliability.FundingisalsoincludedforfivenewPoliceOfficerpositions, one Asset Management Specialist position and performance pay adjustments. ContractedServices-IncreaseattributedforbudgetcapacitytoexpendSmart&Safe 2 fundingforofficercontinuingeducationandtraining,aswellsasanticipatedincreasesfor jail costs and increased costs for vehicle maintenance. 3OperatingSupplies&Equipment-Increaseattributedforbudgetcapacitytoexpend Smart&Safefundingforofficerequipmentrelatedneedsandforanumberoffactors includingincreasedfuelcostsandotherrelatedoperatingcostsassociatedwiththe additionofthesixnewpositions,aswellasincreasedvehiclereplacementchargesaspart of the Town's replacement program. 91 Department Summary | Police 4CapitalOutlay-Budgetcapacityincludesfundingforvehiclepurchasesforthefivenew officerpositionsaswellascarryoverfundingfromprioryearunfullfilledvehicleordersas the Town continues to deal with supply chain disruptions and potential delivery delays. 5Grants&ContributionsFund-Fundingisassociatedwithanumberofgrantawardsthat helpfundseveralPoliceDepartmentprograms.Capacityisallocatedbasedonknown awardamountsandmaybeadjustedduringthefiscalyearasgrantsarerenewedorif new grants and grant allocations are made available by grantors. 92 Department Summary | Courts COURTS Overview MaranaMunicipalCourtadjudicatescivilandcriminaltraffic,Townordinance,andcriminal misdemeanoroffensesthatoccurwithintheTownlimits,aswellasissuingcivilordersofprotection andinjunctionsagainstharassment.ThemissionofMaranaMunicipalCourtistoprovideaforum forthefair,impartial,andefficientadjudicationofthoseviolationsinanenvironmentthatis respectful and safe for all who interact with the justice system. Fiscal Year 2022-23 Accomplishments • Successfullyimplementedremotehearingoptionsincreasingaccessibilityforallpersons interacting with the court. • Updated the court website to improve ease of navigation and resources provided. • Continuedtoexplorepossibletransitiontopaperlesscourtfiles,increasingefficiencyand decreasing duplication of work. • Implementedprocedurestoensureaccuratereportingofcriminalhistoryinformationatthe state level. • Implementedreviewhearingstogaintimelycompliancewithdiversionandprobation requirements. Fiscal Year 2023-24 Goals & Objectives • Continue exploration of transition to paperless court files. • ObtainLiveScanterminaltoensurecompliancewithnewfingerprintingrequirementsunder ARS 41-1750. • Implement annual training for judges pro tempore. 93 Department Summary | Courts Key Performance Indicators Provide for a forum for fair, impartial, and efficient adjudication of alleged violations in an environment that is respectful and safe. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of cases with customer service complaints <1%<1%<1%<1% Percentage of cases referred to judicial commission <1%<1%<1% <1% Provide participants in the court system with necessary services for the fair adjudication of cases. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of qualified cases receiving court 100% 100%100%100% appointed counsel Percentage of qualified cases receiving interpreter 100%100%100%100% services Promptly disburse monies received by the court, which are held in trust and payable as restitution, bonds, or fees. FY2023 FY2023 FY2023 FY2022Target FY2024 ActualTargetActualMetTarget Percentage of timely disbursements for bond refunds, restitution orders, fees to other government agencies, 100%100%97%100% and payment for services 94 Department Summary | Courts Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents14.0014.0014.00 - % of town's FTEs3.15% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$1,120,725$1,248,115$1,326,710$78,595 131,805 - JCEF Fund 2,424 131,805 Fill the Gap Fund - 34,500 34,500 - Local Technology Fund 238,249 78,000 78,000 - (3) Total Budget$1,361,398$1,492,420$1,571,015$78,595 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$1,024,023$1,138,915$1,191,910$52,995(1) Contracted Services 108,816 206,600 230,800 24,200(2) Operating Supplies & Equipment 14,099 146,905 148,305 1,400 Capital Outlay 214,460 -(3) - - Total Budget$1,361,398$1,492,420$1,571,015$78,595 Budget Notes and Significant Changes 1Personnel&Benefits-Increaseprimarilyattributedtohigherhealthcarepremiumsand performance pay adjustments. ContractedServices-Increaseisprimarilyattributedtohigheranticipatedforpublic 2 defender services. 3CapitalOutlay-TheFY2022amountrepresentstheone-timecontributionoffundingfrom theLocalTechnologyFundtowardtheconstructionoftheCourtJuryRoomaddition. BudgetcapacityisincludedinFY2024forunanticipatedtechnologyneedsandtraining reflected under contracted services. 95 Department Summary | Public Works PUBLIC WORKS Overview ThePublicWorksDepartmentiscommittedtoprovidingthehighestlevelofserviceandshowcase Marana’shighstandardofexcellencewhileplanning,designing,constructing,operating,and maintainingsafeandreliableinfrastructureforthecommunity.Thedepartmentstrivestospend taxpayerfundsjudiciously,executecost-effectivedesigns,andemployinnovativewaysto operate,improve,maintain,andenhancepublicfacilities,roadways,bridges,sidewalks,ADA ramps,drainage-ways,landscaping,trafficsignals,streetlights,pavementmarkings,andTown fleetinanefficientmannerand,subsequently,improvethequalityoflifeintheTown.Theairport which is a division of Public Works is presented as a separate department summary. Fiscal Year 2022-23 Accomplishments • Developed online traffic data platform with the University of Arizona. • Pavement Management Program. The Town is completing the preservation of 55 lane miles. • Replaced expansion joint on Thornydale bridge crossing Cañada del Oro including adjacent median improvements. • Completed drainage improvements and electrical upgrades at the Marana Municipal Center and along Civic Center Drive. • Upgraded the interior lights in Marana Municipal Center Building A to LED. Fiscal Year 2023-24 Goals & Objectives • Complete the Town of Marana Transportation Master Plan. • Implement the Pavement Management Projects. • Participate in the development of a new Town of Marana Facilities Master Plan. • Expand traffic monitoring and implementation of traffic signal performance measures. • ImplementtheCIPprojectsontime,onbudgetandtothesatisfactionofcustomersand tkhld 96 Department Summary | Public Works Key Performance Indicators Prioritize infrastructure and maintenance that support new growth and development in a proactive and sustainable manner. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of resident street maintenance requests N/AN/AN/AN/A70% reponded to within 24 hours Achieve a "Good" (between 70-or better) Pavement N/AN/AN/AN/A70 Condition Index rating for the Town's street system Percentage of preventative v. reactive facilities work N/AN/AN/AN/A80% | 20% orders Percentage of preventative v. reactive facilities fleet N/AN/AN/AN/A80% | 20% work orders 97 Department Summary | Public Works Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents57.0061.0062.001.00 % of town's FTEs13.96% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$5,337,066$9,927,376$13,217,186$3,289,810(5) Highway User Revenue Fund 2,834,852 4,834,644 6,282,878 1,448,234(6) South Benefit Area Impact Fee 437,803 9,481,439 6,697,393 ( 2,784,046)(7) Northwest Benefit Area Impact Fee 8,382 1,311,588 1,291,472 ( 20,116)(7) 133,914 2,777,558(7) Transportation Fund 970,294 25,356,35628, Pima Association of Governments- 740,2509,772,2509,032,000(7) 1/2 Cent Sales Tax- 12,000,000 60, 670,697 48, 670,697(7) Other Agency474,8918,288,53323,628,438 15, 339,905(7) Regional Transportation1,3517,300,00013,431,9036,131,903(7) Northeast Benefit Area Impact Fee 72,747 131,68177, 238 ( 54,443)(7) Other Capital Projects Fund 70,894 532,649 1,515,789 983,140(7) Total Budget$10,208,280$79,904,516$164,719,158$84,814,642 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$4,135,657$5,377,101$5,711,546$334,445(1) Contracted Services 3,205,473 4,782,449 7,192,484 2,410,035(2) Operating Supplies & Equipment 553,460 790,446 790,943 497 Capital Outlay 2,313,064 68,353,020150,422,68582,069,665(3) Debt Service 626 1,500 1,500 - Restricted Budget- 600,000 600,000 -(4) Total Budget$10,208,280$79,904,516$164,719,158$84,814,642 Budget Notes and Significant Changes 1Personnel&Benefits-Increaseprimarilyattributedtohigherhealthpremiums, performancepayadjustmentsaswellastheadditionofofanewcustodianposition neededforthemaintenanceofTownfacilitiesandanewBusinessProcessAnalystposition thatwillassistwithsystemsimplementationandmaintenance.Thebudgetwasalso impactedbythetransferoftheTownEngineerpositiontotheDevelopmentServices department where it was reclassified as a Floodplain Manager position. 98 Department Summary | Public Works 2ContractedServices-Increaseisprimarilyattributedtoanumberoffacilityrelatedone- timeprojects,includingcoolingtowermaintenance,furniturerepairs,agingequipment replacement,andaremodelofthefrontdeskreceptionistareaatMMCbuildingA.In additiontheincreasewasalsoimpactedbyhighercostsforgoodsandservices.Finally, fundingwascarriedoverfromtheprioryearforthecompletionoftheTransportationPlan and the Facilities Master Plan. 3CapitalOutlay-Increasesareassociatedwithanumberofnewandongoingprojects includingtheMaranaCommunityCenterandAquaticsComplexprojectandmultiple transportationprojects.PleaserefertotheseparateCapitalImprovementPlansectionin this document for more details on all capital projects. 4RestrictedBudget-Costsinthislineitemareassociatedwithrestrictedcontingencyitems intheHighwayUserRevenueFundssuchasemergencyroadrepair,stormdamagerepairs and$400,000inrestrictedfundingfortheInaRoadBridgeprojectthathasnotyetbeen reconciled and closed out by the Arizona Department of Transportation. 5GeneralFund-Increaseisassociatedwiththepersonnelandbenefitschangesnoted aboveaswellasinflationarycosts,anumberofmaintenanceandreplacementcosts, andcapitalprojectsincludingtheemergencyMMCgeneratorupgradeandaroof replacementattheMOC.Theselatterprojectswerecarriedoverfromthepriorfiscalyear and allocated additional budget capacity based on updated estimated costs. HighwayUserRevenueFund-Increaseisprimarilyassociatedwithaone-timerequestto 6 performatown-wideroadwaypavementpreservationassessmentaspartoftheTown's fiveyearpavementpreservationprogram.Asimilarstudywasperformedapproximately four years ago. 7RemainingFunds-Fundingisprogrammedfromseveralsourcesforanumberofongoing andnewprojects,includingtheTangerineWideningandtheMaranaCommunityCenter andAquaticsComplex.FormoredetailspleaserefertotheTown'sCapitalImprovement Plan section in this document. 99 Department Summary | Parks & Recreation PARKS & RECREATION Overview TheTownofMaranaParksandRecreationdepartmentisdedicatedtodevelopingand implementingqualityparks,trails,andleisureservicesforourcommunitywithaproudcommitment to excellence, safety, and sustainability. Fiscal Year 2022-23 Accomplishments • BeganthedesignprocessforthenewMaranaCommunityCenterandAquaticsComplex. TheprojectteamwasassembledconsistingofAbacusastheProjectManager,Architekton as the design firm, and Chasse Building Team to provide pre-construction services. • CompletedtherestorationofthePoleBarnatHeritageRiverPark.Theprojectwas completed in time for use at the October 2022 Fall Festival. • TheParksandRecreationDepartment'sMaranaPool50thJubileecelebrationofthepool's 50thanniversarywasselectedbyAquaticsInternationalMagazineasthewinneroftheBest Programming award in the Best of the Best of Aquatics 2022 Award Program. • ReceivedtwoArizonaParksandRecreationstateawards.Winningentrieswere: 1.) Founders Day - Cultural Program Award 2.) El Rio Preserve – Natural Resource Award. Fiscal Year 2023-24 Goals & Objectives • In2023,finalizethelongawaitedcompletionoftheCalPortlandportionoftheSharedUse Path.This1.8milesectionwillconnectNorthMaranatotheentireSharedUsePathandwill continuetoincreasevisitationtoMarana’ssevenpropertieslocatedalongtheSantaCruz River. • OpenthenewSaguaroBloomCommunityPark,whichwillcontaintwoplaygrounds,adog park, lighted tennis and basketball courts, walking paths, and open turf area. • Worktocomplete3CIPprojectsintheElRioRecreationArea.Thelargestoftheprojectswill betoadddepthaswellasmaterialtopreventseapagetothelake.Thegoalofthisproject istocreateadeeper,healthierbodyofwaterwhichwillcreateamorewelcoming environmentforwildlifeaswellasforvisitorstothispopularamenity.Otherprojectsinthis areaincludeconstructingaDiscGolfcoursetoreplacethepreviouscoursewhichwas washedawaywhentheSantaCruzbreachedandcreatedtheareathatisnowfilledwith water.Thefinalprojectwillcontructaparkinglottobeusedprimarilybyusersofthedisc golf course but that will also provide an additional access point to the Shared Use Path. 100 Department Summary | Parks and Recreation Key Performance Indicators Offer a wide variety of recreational programs, events, and amenities for residents of all ages and abilities. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Number of Parks and Recreation programs offered N/AN/AN/AN/A105 Number of Parks and Recreation program participants N/AN/AN/AN/A17,400 Total number of Signature Event attendees N/AN/AN/AN/A26,000 Total number of hours dedicated to athletic maintenance N/AN/AN/AN/A1,860 101 Department Summary | Parks & Recreation Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents53.0055.0058.003.00 % of town's FTEs13.06% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$5,728,186$8,390,053$8,617,693$227,640(1) 150 ( 41,900)(4) Highway User Revenue Fund 359,989 524,050482, Park Impact Fee Fund 55,317 3,440,333 5,188,573 1,748,240(4) Other Agency Capital Projects 31,713 - - - (5) Total Budget$6,175,205$12,354,436$14,288,416$1,933,980 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$3,412,307$4,195,556$4,758,403$562,847(1) Contracted Services 849,201 1,485,447 1,378,306 ( 107,141)(2) Operating Supplies & Equipment 1,517,574 1,943,425 1,906,882 ( 36,543)(3) Capital Outlay 396,123 4,730,0086,(4) 244,825 1,514,817 Total Budget$6,175,205$12,354,436$14,288,416$1,933,980 Budget Notes and Significant Changes 1Personnel&Benefits-Increaseprimarilyattributedtothreenewpositionsthatwill enhancerecreationprogrammingandprovideadditionalsupportforparksmaintenance as well as higher health premiums and performance pay adjustments. 2ContractedServices-Decreaseisprimarilyattributedtothecompletionofthe resurfacingoftheHeritageParkSplashPadinthepriorfiscalyearoffsetbyaone-time funding request for parking lot treatments. OperatingSupplies&Equipment-Decreaseisprimarilyattributedtotheone-time 3 purchaseofaChristmastree,offsetbyhigherutilitycosts,onetimerequeststoresurface basketball and tennis courts and increased vehicle replacement charges. 4CapitalOutlay-Severalprojectshavecapacityeitherfordesignorconstructioninthe currentfiscalyearincludingtheElRioGolfCourse,theGladdenFarmsBaseballFields,the HoneaHeightsPark,East,aswellascarryovercapacityfortheongoingSantaCruz SharedUsePathatCalPortlandproject.Alsoincludedarevehicleandequipment purchases,someofwhichwerecompletedintheprioryearresultingindecreasesinthe Highway User Revenue fund. 102 Department Summary | Parks & Recreation 5OtherAgencyCapitalProjects-FY2022actualexpenseswereprimarilyassociatedwith theMaranaCommunityCenterandAquaticsComplexprojectwhichhassincebeen moved to the Half-Cent Sales Tax fund under the Public Works Department. 103 Department Summary | Community and Neighborhood Services COMMUNITY AND NEIGHBORHOOD SERVICES Overview ImprovingthequalityoflifeforourresidentsandneighborhoodsistheprimarygoalforCommunity andNeighborhoodServices.Engagingthecommunityinongoingdialogueprovidesopportunities forthepublicandprivatesectorsto:identify,refineandarticulateneeds;cooperativelyproblem- solve;collaborativelyworktodevelopviablesolutionstoaddressneeds;measureoutcomesand celebratesuccesses;communicateregularlyandclearlythroughrelationshipsestablishedby mutual trust and a shared vision. Fiscal Year 2022-23 Accomplishments • Adopted the 5-Year Consolidated Plan for the Town's own Community Block Grant Program. • Adopted the Citizen Participation Plan for the Town's own Community Block Grant Program. • Established a program for graffiti abatement within the Town. Fiscal Year 2023-24 Goals & Objectives • Begin operating the new Town run CDBG program as a direct recipient from HUD. • ExpandawarenessontheimportanceofrabiesvaccinationsandtheTown'srequirement for dog licensing. • Creation of Urban Camping protocal and reporting program. • Create recycling opportunities for various household waste items. 104 Department Summary | Community and Neighborhood Services Key Performance Indicators Support initiatives that enhance the quality of Marana neighborhoods. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Increase the voluntary compliance by property owners on 95%90%95%93% violation notices Tons of refuse collected from utilization of the Community 182022 20 Trailer by residents/ communities Tons of refuse collected in community dumpsters provided 53505250 in Neighborhoods Provide needed animal services to residents to protect pets and limit shelter intake. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Pets microchipped at Town Events 108100121115 Number of pets receiving services from Town sponsored 295290310300 microchipping, vaccination, licensing, spay & neuter clinics Increasing number registered users on Marana Pets App 657750826850 Return more pets to owners than are taken to shelter 50% 59%55%47% 105 Department Summary | Community and Neighborhood Services Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents10.0010.6010.60 - % of town's FTEs2.39% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund General Fund$1,125,651$1,302,824$1,319,486$16,662(1) 260,000 80,000(3) Comm. Development Block Grant 66,674 180,000 Revolving Affordable Housing Fund 10,411 87,435 105,000 17,565(2) Total Budget$1,202,736$1,570,259$1,684,486$114,227 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$872,711$944,545$1,000,595$56,050(1) Contracted Services 183,061 328,840 307,905 (20,935) (2) Operating Supplies & Equipment 146,964 296,874 372,486 75,612(3) Restricted Budget - - 3,500 3,500 Total Budget$1,202,736$1,570,259$1,684,486$114,227 Budget Notes and Significant Changes 1Personnel&Benefits-Increaseprimarilyattributedtohigherhealthpremiumsand performance pay adjustments. 2ContractedServices-Prioryearincludedone-timefundingforconsultingservices associatedwiththecreationofaconsolidatedCDBGplan.Thisreductionwasoffsetby increasedfundingintheRevolvingAffordableHousingFundthatmaybeusedforimpact fees and development fees for low income residents. 3OperatingSupplies&Equipment-IncreaseisprimarilyattributedtheTown'santicipated receiptofdirectfederalfundingofCDBGgrantawards.ThiswillbethefirstyeartheTown willbereceivingadirectawardfromthefederalgovernment.Inprioryears,fundingat lower amounts was passed through Pima County to the Town. 106 Department Summary | Water WATER Overview MaranaWateriscommittedtoprovidingourcustomerswithsafe,reliable,efficientwaterand waterreclamationservicesthroughutilizationofeffectiveindustrypractices,innovative technology,andthestrategicuseofwaterresources.Wehaveanobligationtomakesurethatour residentialcustomers,businesscustomersandotherpublicentitiessuchasourschools,medical facilitiesandparkshavereliableaccesstothewatertheyneed.Maranaiscommittedtothis mission and is taking proactive steps to achieve it. Fiscal Year 2022-23 Accomplishments • Replaced approximately 320 meters as part of the aging meter program. • Continuedtomaintainhighlevelsofcustomerserviceandwatersystemreliabilityduring the global COVID-19 pandemic. • Completed the construction of the Tangerine W+ to X-Zone Booster Station. • Continuedimplementationoftheassetmanagementprogramandutilizationof Cartegraph. • Recharged approximately 825 acre feet of treated effluent in FY2021-22 (ongoing). Fiscal Year 2023-24 Goals & Objectives • Continue meter replacement program to replace 600 - 800 meters. • Complete construction of the Marana Park Reservoir and Equipping Marana Park Well. • Complete Impact Fee Study. • Complete Water Master Plan. • Completeimplementationofnewcustomerinformationsystemincludingnewcustomer portal. 107 Department Summary | Water Key Performance Indicators Maintain an assured water supply and provide high-quality water infrastructure to meet existing and future customer needs. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Percentage of lost and unaccounted for water N/A4.17%5.03%< 6% Number of water meters replaced system-wide N/AN/AN/AN/A400 Percentage of preventative v. reactive work activities N/AN/AN/AN/A80% | 20% Percentage of calls handled and resolved N/AN/AN/AN/A75% immediately by customer service staff Continuously meet Safe Drinking Water Act Standards MetMeetMetMeet for water quality 108 Department Summary | Water Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents31.6034.0035.001.00 % of town's FTEs7.88% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund Water Operating Fund$7,253,664$9,285,022$10,301,621$1,016,599(1) 6,708,179 (4,031,873) (4) Water Capital Fund 736,648 10,740,052 Water Infrastructure 236,208 11,934,485 10,245,611 (1,688,874) (4) Renewable Resources Fund 1,144,254 5,418,968 11,803,697 6,384,729(4) Total Budget$9,370,774$37,378,527$39,059,108$1,680,581 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$2,307,557$3,202,451$3,544,061$341,610(1) Contracted Services 2,156,460 2,021,391 2,638,484 617,093(2) Operating Supplies & Equipment 2,267,668 2,700,504 2,812,613 112,109(3) Capital Outlay 2,244,305 27,360,151(4) 27,491,737 131,586 Debt Service 394,784 1,894,030 2,572,213 678,183(5) Restricted Budget - 200,000 - (200,000) (6) Total Budget$9,370,774$37,378,527$39,059,108$1,680,581 Budget Notes and Significant Changes 1Personnel&Benefits-Increaseprimarilyattributedtohigherhealthpremiums, performancepayadjustmentsandfortheadditionofanewWaterConstruction Inspector.BudgetcapacitywasalsoaddedforatermlimitedtemporaryBillingSpecialist. Thesepositionswillhelpcontinuetoprovidequalityservicetocustomersanddealwiththe high volume of work in inspections 2ContractedServices-Increaseisprimarilyduetotheinclusionofapotablewaterreuse studyandtherenewalofarateandfeestudythatwaslastperformedapproximately4 years ago. Both studies are budgeted in the Water Operating Fund. 3OperatingSupplies&Equipment-Increaseisprimarilyattributedtohigherelectricitycosts. Fundingisalsoincludedforwaterconservationpartnershipsintheeventgrantfunding becomes available for such programs during the fiscal year. 109 Department Summary | Water 4CapitalOutlay-AnumberofprojectsareincludedsuchastheNorthwestRechargeand RecoveryDistributionSystem(NWRRDS)andtheMaranaParkReservoirandWellaswellas impactfeefundingcapacityiftheopportunityarisestomakenewrenewablewater acquisitions.ThedepartmenthasalsosecuredWIFAloanstohelppayforsomeofthe capitalprojects.Asignificantportionoftheseloansisforgivable(i.e.$4millionof$5.5 milliontobeborrowed).FormoredetailspleaserefertotheTown'sCapitalImprovement Plan in this document. 5DebtService-Increaseisduetobudgetcapacitytowarddebtissuancecoststoprovide financingtowardthepurchaseofrenewablewaterresources.Impactfeeshavenotyet beencollectedtocoverthefullbudgetedamounts.Staffwillconsideradditional financing methods as water resource availability is determined. 6RestrictedBudget-Prioryearfundingincludedemergencywaterhaulingduetoa possiblewellfailurewhichwouldrequirethehaulingofwaterinordertoprovideserviceto existingcustomers.Thedepartmentiscurrentlyconstructingawaterlinethatwilleliminate the need to haul water to that location. 110 Department Summary | Water Reclamation WATER RECLAMATION Overview MaranaWateriscommittedtoprovidingourcustomerswithsafe,reliable,efficientwaterand waterreclamationservicesthroughutilizationoftheeffectiveindustrypractices,stateoftheart technology, and the sustainable use of water resources. Fiscal Year 2022-23 Accomplishments • Continuedtoworkwithlocal,state,andfederalregulatoryagenciestomaintain complianceandoperationofthewastewaterreclamationfacilityandsanitarysewer conveyance system. • Completedthecleaning,CCTV,andmanholeinspectionsofonequarterofthesanitary sewer conveyance system (~20 miles). • Completed 60% design of 2nd Screw Press at the Marana WRF. • Completed 30% design of Rillito Vista Lift Station Upgrades. • Awarded the Arizona Water Association Sanitary Sewer System of the Year. Fiscal Year 2023-24 Goals & Objectives • SuccessfullycompletethedesignoftheSewerConveyanceSystemProject(Design/Build)in North Marana. • Successfullycompletethedesignandconstructionofthe2ndScrewPressProjectandthe Marana WRF. • Clean,CCTV,andperformmanholeinspectionsofthenextquarterintherotationofthe sanitary sewer conveyance system (~20 miles). • Continuetoworkwithlocal,state,andfederalregulatoryagenciestomaintaincompliance andoperationofthewastewaterreclamationfacilityandsanitarysewerconveyance system. • ContinuetoimplementtheassetmanagementprogramutilizingaComputerized MaintenanceManagementSystem(CMMS)-Cartegraph,aswellasimplementationofGIS tools to track Manhole Inspections and Vector Control Treatments. 111 Department Summary | Water Reclamation Key Performance Indicators Maintain an assured water supply and provide high-quality water reclamation infrastructure to meet existing and future customer needs. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Number of sanitary sewer system overflows 2000 Percentage of preventative v. reactive work N/AN/AN/AN/A80% | 20% activities Number of gallons recharged N/AN/AN/AN/A75% Continuously meet Aquifer Protection Permit MetMeetMetMeet standards for treated water quality 112 Department Summary | Water Reclamation Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents7.008.008.00 - % of town's FTEs1.80% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund Water Reclamation Operating Fund$2,796,258$3,531,393$3,531,314($79)(5) 10,051,049 582,087(4) Water Reclamation Capital Fund 274,962 9,468,962 Water Reclamation Impact (Post SB) 609,289 45,200 8,407,479 8,362,279(4) Total Budget$3,680,509$13,045,555$21,989,842$8,944,287 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$596,579$761,501$780,944$19,443(1) Contracted Services 1,023,782 1,447,983 1,333,077 (114,906)(2) Operating Supplies & Equipment 384,259 381,511 438,012 56,501(3) Capital Outlay 867,052 9,587,562 18,570,828 8,983,266(4) Debt Service 808,837 866,998 866,981 (17) Total Budget$3,680,509$13,045,555$21,989,842$8,944,287 Budget Notes and Significant Changes 1Personnel&Benefits-Fundingisincludedforperformancepayadjustmentsandhigher healthpremiums.Theseincreasesareoffsetbylowerovertimeandshiftcosts,aswellas lower benefits costs associated with employee benefit elections. ContractedServices-Decreaseisattributedtoprioryearone-timeandongoingsystem 2 repairs,upgradesandrehabilitationthatwerecompletedandwillhelpensurethe continued and uninterrupted system operations. Operating Supplies & Equipment - Increase is attributed to higher operational costs, 3 inlcuding electricity consumption, as the plant is processing greater quantities of waste water, in line with the increased customer base. CapitalOutlay-AnumberofongoingprojectsareincludedintheFY2024budget 4 includingtheNorthMaranaSewerInterceptorExpansionandasecondscrewpressforthe waterreclamationplant.FormoredetailspleaserefertotheCapitalImprovementPlan. Impact fee funding was made available Water Reclammation Plant, Phase II design. 5WaterReclamationOperatingFund-Increasesforsalariesandoperatingcosts,were offset by lower maintenance costs. 113 Department Summary | Airport AIRPORT Overview TheAirportDepartmentprovidesthecommunitywithavaluablegeneralaviationairtransportation resourcethatispartoftheNationalAirTransportationSystemandenhancesandpromotesthe aviationindustryforthecommunitywhilemaintainingthehighestlevelofsafetyandprofessional customerservice.Thedepartmentalsomarketsandleasesairportlandforaviationrelated businesses and development. Fiscal Year 2022-23 Accomplishments • Applied for air traffic control tower environmental assessment (FAA-Grant). • Applied to replace existingAWOS with AWOS III P/T (FAA-Grant). • ALP Update to reflect Runway 30 Safety Mitigation Project, ATCT Siting Study, and Land Releases (ADOT-Grant). • Awarded East Hangar Apron Reconstruction ADOT Grant. Fiscal Year 2023-24 Goals & Objectives • Apply for Air Traffic Control Tower, Design (FAA Grant). • Apply for Security Fence 4,000 LF, Design & Construction (FAA AIG). • Airport Drainage Study (ADOT Grant). • East Hangar Apron Reconstruction Phase 2, Construction (ADOT Grant). 114 Department Summary | Airport Key Performance Indicators Maximize the economic impact of the airport by identifying and recruiting aviation and non- aviation related industries for business development opportunities. FY2023 FY2022FY2023 FY2023Target FY2024 ActualTargetActualMetTarget Total fuel flow revenue N/AN/AN/AN/A$ 55,000 Total number of corporate jet operations 1,6831,8001,2271,850 Total number of aircraft operations 91,83893,00076,343 93,500 115 Department Summary | Airport Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Staff Summary Full-time Equivalents3.004.004.00 - % of town's FTEs0.90% Change FY2022FY2023FY2024 FY2023 to ActualAdoptedAdoptedFY2024 Expenditures By Fund Airport Operating Fund$460,185$629,423$647,162$17,739 690,523 2,149,087(3) Airport Capital Fund 613,913 5,541,4367, Total Budget$1,074,098$6,170,859$8,337,685$2,166,826 Change FY2022FY2023FY2024FY2023 to ActualAdoptedAdoptedFY2024 Expenditures by Category Personnel & Benefits$242,054$303,228$324,362$21,134(1) Contracted Services 171,645 243,215 254,950 11,735(2) Operating Supplies & Equipment 56,486 63,400 67,850 4,450 Capital Outlay 603,913 5,561,016 7,690,523 2,129,507(3) Total Budget$1,074,098$6,170,859$8,337,685$2,166,826 Budget Notes and Significant Changes 1Personnel&Benefits-Increaseprimarilyattributedtohigherhealthpremiumsand performance pay adjustments. 2ContractedServices-Theincreaseisprimarilyassociatedwithincreasedfundingfor ongoing facility and vehicle maintenance. 3CapitalOutlay-Fundingisforanumberofairportrelatedcapitalprojectsincludingthe continuationofthemulti-yearControlTowerproject.TheTown'sestimatedmatchforthe currentfiscalyearofapproximately$664,000isbudgetedasatransferoutfromthe General Fund. 116 117 118 CAPITAL IMPROVEMENT PLAN Fiscal Year 2023 – 2024 CIP Plan Overview The Fiscal Year 2023-2024 Capital Improvement Plan (CIP) forecasts the Town’s capital investments over a five-year period. Capital investments involve major Town projects that have at least a five year useful life and at least a $100,000 total project budget. The CIP is both a fiscal and planning device that allows the Town to inventory and monitor all capital project costs, funding sources, departmental responsibilities, and timing schedules. Each year the CIP is reviewed within the context of ongoing Town, county, state, and federal planning programs and policies as well as the Town’s General and Strategic Plans. Capital improvements may include new construction or an expansion, upgrade, replacement, or other addition designed to improve, conserve, or maintain the value of Town assets or enhance service capacity and/or visual environment. At any given time, the Town has numerous capital projects in various stages that include the following: project planning, site selection, right-of-way acquisition, public hearing, utility relocation, site preparation, project agreement preparation, design, construction, and inspection. The first year of the CIP, along with any carry-forward of funds from the prior fiscal years, comprise the total budget for each CIP project beginning July 1 of the new fiscal year. The remaining four years of the CIP serve as a financial plan for capital investments. The five-year financial plan is reviewed and updated each year, and the Mayor and Council adopt the capital budget and the five-year financial plan after recommendations from staff and the public. The CIP committee met during the budget cycle to prioritize all requested CIP projects. The resulting recommendations were presented to the Town Council on March 13, 2023 at the Town Council retreat. Funding Sources The CIP presented incorporates a diverse financing plan. The plan not only utilizes development fees to ensure that new development is paying for cost associated with growth, but also includes funds from the General Fund that allow existing residents to contribute to the many projects that are planned. This is an important balance to maintain when a variety of projects are constructed which will benefit all residents of the community. Proceeds used for the various capital improvements projects may include: Development related impact fees Transportation sales tax funds (75% of the Town’s construction sales tax dollars are dedicated for transportation improvements) Intergovernmental sources including: State of Arizona, Pima Association of Governments (PAG), Regional Transportation Authority (RTA) Water and sewer utility revenues Water Infrastructure Financing Authority (WIFA) loans or other bond financing Various grant and third-party contributions General Fund revenues and reserves 119 As shown by the following chart, the largestsingleCIP funding source comes from bond orloan proceeds at $66.4 million. The proceeds will helpensurethe timely construction of a number of projects that have dedicated funding sources, including the half cent sales tax and impact fees, but lack the cash flow needed to complete the projects in the planned timeframe. Planned projects include the Marana Community Center and Aquatic Complexand theexpansion and rehabilitation of critical water and sewer infrastructure projects, including potential water resource acquisitions. Intergovernmental revenues are the second largest funding source at $54.3 million. They contain HURF and other agency type funds, including funding received from the State of Arizona to be used for the Tangerine Road widening project and from possible state and federal aviation capital improvement grants. Developer Fees are anotherlargesourcein the fiscal year 2023-2024 CIPat $31.3 million. Theseare impact fee revenues associated with construction and developmentof new or expanded road, park, water, and sewer related infrastructure. The Transportation Fund accounts for $27.7 million of capital project funding. This funding source provides revenues for the majority of the Town’s road infrastructure projects and the reconstruction of neighborhood subdivisions. The American Rescue Plan Act (ARPA) was signed into law on March 11, 2021.Among the provisions was $350 billion to help states, counties, cities and tribal governments mitigate the effects of COVID-19 and make meaningful investments into the community.Under ARPAregulations the Town claimed all $16.4 million as lost revenues in the General Fund and subsequently decided to expend this one-time funding forwater and sewer infrastructureprojects. On October 19, 2021, the Town of Marana passed ordinance No. 2021.022, increasing the local sales tax rate from 2.0% to 2.5%to help fund the design and construction of a newCommunity Center and Aquatic Complex. The Town has programmed $60.7 million for fiscal year 2023-2024, a portion of which will likely be carried over to the following fiscal year. Funding for the construction of this project will consist of mostly bond proceeds along with $8.7million in anticipated sales taxes. CIP Funding Sources American Rescue Plan $209.4 Million Funds, General Fund, 10,426,061 , 5% Utility Revenues, 6,377,111 , 3% Bond/Loan 2,677,604 , 1% Intergovernmental, Proceeds, 54,320,840 , 26% 66,440,029 , 32% Development Impact Fees, 1/2 Cent Sales 31,262,009 , 15% Tax Fund, Other, Transportation Fund, 8,670,697 , 4% 1,514,289 , 1% 27,733,912 , 13% 120 Capital Improvement PlanSummary The cumulative five-year CIP for the Town of Marana totals $425.5 million from FY2024 through FY2028. The chart below shows the breakdown by CIP category for the five-year period with Road Infrastructure being the largest of the categories at $166.8 million, and Parks and Public Goodsrelated projects the second largest at $76.8million. 5-Year CIP (FY2024-2028) $425.5 Million Airport, Buildings, Water Parks & Public 50,542,409 , 12% 5,578,535 , 1% Reclamation, Goods, 58,957,680 , 14%76,827,497 , 18% Road Water, Infrastructure, 66,740,095 , 16% 166,849,585 , 39% Theadoptedfiscal year 2023-2024 CIP totals $209.4 million and isapproximately 62% of the adopted annual budget. Road Infrastructure encompassesthe largest portion at $83.3 million.Parks and Public Goodsprojects are the second largest at $68.2million. A breakdown is shown below. FY2024 CIP by Category $209.4 Million Water Reclamation, Airport, 19,908,940 , 9% 7,690,523 , 4% Water, Buildings, 25,719,325 , 12% 4,578,535 , 2% Parks & Public Road Goods, Infrastructure, 68,221,931 , 33% 83,303,299 , 40% A detailed summary of all CIP projects encompassed in the Town of Marana’s five-year CIP program can be found in the following table. 121 Administration and Operating Budget Impacts Several positions in the General Fund are directly involved with capital projects and as a result may be funded by capital projects funds through reimbursement. Several positions in the Public Works department are directly engaged in design, inspection, contract administration, and project management related to street and drainage, traffic devices, facilities, and other general government capital projects. An ongoing issue for the Town’s long-term financial forecasting is the volume and pace at which capital assets and infrastructure have been added. With each new asset comes an obligation to prepare for the operation, maintenance and eventual replacement of that asset. These responsibilities must be addressed as they affect the annual operating budgets for years to come. The Town of Marana understands the importance of long term planning and continues to plan for its future. The Geographic Information Systems (GIS) group of the Technology Services Department, in conjunction with the Public Works Department implemented an infrastructure inventory and paving management system that assesses the conditions of these assets in an effort to strategically plan for maintenance, and eventual replacement of capital assets. This data allows the Town to do long range financial forecasting to ensure resources are available to replace assets, as well as prioritizing replacement schedules on not only the age of an asset but also on the condition. This data is used to plan for annual operating expenses related to maintaining the Town’s infrastructure. As part of the CIP process all project requests include anticipated operations and maintenance costs for the asset. These costs are calculated using industry standard metrics, project manager’s approximation, and estimation form the respective department (if applicable). As new projects are discussed and reviewed by the CIP committee, operating costs are taken into consideration when deciding which projects to advance. Operation and maintenance costs for approved CIP projects are then programmed into the Town’s annual operating budget for the respective fiscal year. The estimated costs for operations and maintenance of each CIP project is described in the project detail section. 122 34,90320,00026,557 800,000740,250319,000230,000420,000700,000220,000550,000435,229257,695455,770375,000700,000514,289152,070 1,050,0001,000,000 2,600,0002,000,0001,188,0005,785,4986,600,0006,220,0001,162,654 21,800,00034,600,02744,286,84837,299,83160,670,697 Grand Total 75,000 200,000 2027-2028 75,000 319,000230,000420,000200,000 15,000,000 2026-2027 75,000 200,000200,000 29,286,848 2025-2026 75,000 200,000700,000550,000850,000700,000200,000 6,600,0003,500,0007,540,438 19,000,000 2024-2025 123 34,90320,00026,55775,000 400,000740,250220,000435,229257,695455,770200,000200,000514,289152,070 2,600,0002,000,0001,188,0005,785,4982,800,0002,720,0001,162,654 34,600,02729,759,39360,670,697 2023-2024 FISCAL YEAR 2023-2024 TOWN OF MARANA FIVE YEAR CAPITAL IMPROVEMENT PLAN PROJECT NAMEROAD INFRASTRUCTURE PROJECTS ADA Compliance ProgramAdonis Road Extension Phase 2Avra Valley Road, Overlay, FY2024Barnett Channel, Tangerine Farms ConArchDove Mountain Boulevard-Moore Road Signal, NorthLED Street Lighting AZ Pavilions NorthLED Street Lighting AZ Pavilions SouthLED Street Lighting Near Crossroads ParkLED Street Lighting, Business Park DriveLon Adams Road, ReconstructionMarana Road Traffic InterchangeMoore Road Rehabilitation, Sanders Road to I-10Moore Road Rehabilitation, East and West of Dove MountainNorth Marana Pavement Rehab Phase 2Pines Settlement Repair, FY2022Pines Settlement Repair, FY2023Tangerine Farms Road ExtensionTangerine Road Widening, Phase 2ATangerine Road Widening, Phase 2BTangerine TI ImprovementsTwin Peaks Road, Rattlesnake Pass Widening PARKS/PUBLIC GOODS PROJECTS El Rio Disc GolfEl Rio Preserve ExpansionEl Rio Recreation Area Parking LotGladden Farms Baseball FieldsHonea Heights Emergency Sewer ProgramHonea Heights Park, EastMandarina Community ParkMarana Community Center and Aquatic ComplexMarana Estates ImprovementsMarana Public Safety FacilityNorth Marana Drainage Improvements 44,99061,10522,163 400,000120,000248,617301,000400,000140,000323,962323,962150,000647,924480,000700,000190,000150,000932,303 4,805,5661,281,883 3,606,6981,300,0002,250,0002,055,0006,000,0008,860,0002,310,0001,500,0002,250,0007,290,000 12,000,000 Grand Total 2027-2028 400,000140,000150,000150,000 2,227,7836,000,0008,860,0002,310,0001,500,000 2026-2027 647,924480,000700,000190,000 2,227,7837,290,000 2025-2026 323,962 1,100,0002,250,000 12,000,000 2024-2025 124 44,99061,10522,163 350,000120,000181,883248,617301,000400,000323,962932,303 3,606,6981,300,0002,250,0002,055,000 2023-2024 FISCAL YEAR 2023-2024 TOWN OF MARANA FIVE YEAR CAPITAL IMPROVEMENT PLAN PROJECT NAME Ora Mae Harn Park Facility ExpansionSaguaro Bloom Community Park, Phase 2Santa Cruz Shared Use Path, at CalportlandTangerine Farms Road, Irrigation ImprovementsTangerine Sky Park, Phase 2Tortolita Preserve Improvements AIRPORT PROJECTS Airport Control Tower, ConstructionAirport Control Tower, DesignAirport Control Tower, EaAirport Control Tower, Siting StudyAirport Drainage StudyAirport NW Well RehabilatationAirport Security FenceAWOS ReplacementEast Apron Reconstruction Ph-1, ConstructionEast Apron Reconstruction Ph-1, DesignEast Apron Reconstruction Ph-2, ConstructionLand Acquisition of State LandRWY 30 Safety Mitigate Project, EARWY 3-21, TWY-B, Hang-6, Reconstruct, ConstructionRWY 3-21, TWY-B, Hang-6, Reconstruct, DesignRWY 3-21, TWY-B, Hang-6, Reconstruct, EATaxiway A Reconstruction, MITL, DesignTaxiway A Reconstruction, MITL, ConstructionTaxiway C Reconstruction, ConstructionTaxiway C Reconstruction, DesignTWY B, E, Lighting Upgrade, ConstuctionTWY B, E, Lighting Upgrade, DesignWest Apron Reconstruction Ph-1, ConstructionWest Apron Reconstruction Ph-1, DesignWest Apron Reconstruction Ph-2, Construction 20,000 675,000617,700646,500220,000193,675222,183220,000363,620140,000140,000220,000323,910 4,413,2781,819,3755,328,1231,553,5634,004,7664,878,5025,307,960 2,888,0692,508,4314,364,9141,206,9808,889,500 15,434,046 Grand Total 4,647,260 2027-2028 552,450220,000100,000 4,032,2761,627,1872,506,191 2026-2027 65,250 600,000381,002215,500192,188140,000560,700 2,506,1913,642,6123,604,290 2025-2026 75,000 215,500220,000193,675140,000140,000400,476 501,085 7,509,5301,370,0004,522,407 2024-2025 125 20,000 215,500315,741222,183220,000223,620183,563356,095323,910 2,386,9842,508,4314,364,9141,206,9808,889,5004,281,904 2023-2024 FISCAL YEAR 2023-2024 TOWN OF MARANA FIVE YEAR CAPITAL IMPROVEMENT PLAN PROJECT NAMEWATER PROJECTS Airport Southeast Well Site UpgradeB-Zone Booster and Transmission LineB-Zone ReservoirCAP Subcontract - NIA ReallocationContinental Reserve 24-inch Tie-inC-Zone BoosterEast Tangerine, Segment 1 Pipeline, UpsizingHartman Booster Station Electrical UpgradeHeritage Park Water PlantHonea East Well UpgradeIntegrated Water Resources Plan and DAWSMarana Park ReservoirMarana Park WellMarana Park Well, Booster, Electric UpgradeNew Renewable Water Resource AcquisitionNW Recharge, Recovery and Delivery SystemOshrin Line ReplacementOshrin Well RehabilatationPalo Verde Well RehabilatationPicture Rocks InterconnectPioneer Well Electrical UpgradeRecharge Basins Phase IISandario Well RehabilitationSanders Road 24-inch Water LineSCADA and Integrated TelemetryTangerine 16-Inch with Break Tanks 36,24434,454 100,000258,000200,000500,000600,000150,000499,087 1,137,5751,788,4501,100,000 1,873,6012,100,750 14,996,94039,161,114 425,495,801 Grand Total 4,922,260 2027-2028 574,635 18,130,145 65,724,667 2026-2027 552,533 18,130,145 71,887,966 2025-2026 661,282 1,000,0001,000,000 73,538,355 2024-2025 126 36,24434,454 137,575100,000100,000258,000200,000500,000600,000150,000499,087 1,873,6012,900,8242,100,750 14,996,940 2023-2024 209,422,553 FISCAL YEAR 2023-2024 TOWN OF MARANA FIVE YEAR CAPITAL IMPROVEMENT PLAN PROJECT NAMEWATER RECLAMATION PROJECTS Marana WRF, Screw Press 2North Marana Sewer InterceptorRillito Vista Lift Station UpgradeSewer Conveyance System RehabilitationWRF Phase II Design BUILDINGS PROJECTS Civic Center Drive, Electrical ImprovementsMMC Drainage ImprovementsMMC Fiber Optic UpgradeMMC Generator UpgradeMMC HVAC Mechanical Systems UpgradeMMC Interior Lighting ImprovementsMMC Reception RemodelMOC Fleet Warehouse Roof and HVAC ReplacementMOC Generator ReplacementMOC Parking Lot ReconstructionMOC Security Walls, New Entry Gate Grand Total FY2024 CAPITAL IMPROVEMENT PROGRAMROAD INFRASTRUCTURE PROJECTS ADA Compliance Program FY 2026 Est. Completion: Location: Various Right of Way (ROW) locations throughout Marana Description:Upgrade ramps to Marana standard specifications and is federally mandated by the Americans with Disabilities Act (ADA). This is a multi-year program estimating $200,000 per year at an average of $2,000 per ramp. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget General Fund 800.0 - 400.0 200.0 200.0 - - 800.0 Total: 800.0 - 400.0 200.0 200.0 - - 800.0 Adonis Road Extension Phase 2 - (ST089) FY 2024 Est. Completion: Location:Adonis Road just north of Tangerine Description: Approximately 2,500 linear feet of a two lane roadway with bike lanes, including lighting at the intersection with Tangerine Road. Operating Budget $1,000 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget Transportation Fund 2,600.0 - 2,600.0 - - - - 2,600.0 Total: 2,600.0 - 2,600.0 - - - - 2,600.0 Avra Valley Road, Overlay (ST108) FY2024 Est. Completion: Location: Avra Valley Road East Town Limits West to Sanders Road Description:Approximately 4 miles of Avra Valley Road from East Town Limits West to Sanders Road. This section was micro milled and is in need of a 1.5" to 2" overlay. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget Other Capital Fund 1,000.0 - 1,000.0 - - - - 1,000.0 Transportation Fund 1,000.0 - 1,000.0 - - - - 1,000.0 Total: 2,000.0- 2,000.0 - - - - 2,000.0 127 FY2024 CAPITAL IMPROVEMENT PROGRAMROAD INFRASTRUCTURE PROJECTS Barnett Channel, Tangerine Farms ConArch - (ST072) FY 2024 Est. Completion: Location: Barnett Channel, Tangerine Farms and Barnett Road Description:The developer for Rancho Marana is required to construct Tangerine Farms Road to Barnett Road, The town is required to construct a conarch over the Barnett Channel. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget Transportation Fund 1,188.0 - 1,188.0 - - - - 1,188.0 Total: 1,188.0 - 1,188.0 - - - - 1,188.0 Dove Mountain Boulevard-Moore Road Signal, North - (ST100) FY 2024 Est. Completion: Location:Dove Mountain and Moore Road Intersection (northern intersection) Description: This project will replace the existing 4-way stop with a signal. Operating Budget $10,500 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget PAG Fund 746.9 6.9 740.0 - - - - 740.0 Total: 746.9 6.9 740.0 - - - - 740.0 LED Street Lighting AZ Pavilions North FY 2027 Est. Completion: Location:Arizona Pavilions Drive from I-10 Frontage Road to Cortaro Road Description: This project installs street lighting along Arizona Pavilions Drive from the Interstate 10 eastbound frontage road to Cortaro Road, a distance of approximately 2,750 feet, to improve safety for all users. Operating Budget $8,175 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) 2024/252025/26 Cost Thru 06/23 2023/242026/272027/28 Budget Transportation Fund 319.0 - - - - 319.0 - 319.0 Total: 319.0 - - - - 319.0- 319.0 128 FY2024 CAPITAL IMPROVEMENT PROGRAMROAD INFRASTRUCTURE PROJECTS LED Street Lighting AZ Pavilions South Est. Completion: FY 2027 Location: Arizona Pavilions from Cortaro Road to Burlingame Road Description:This project installs street lighting along Arizona Pavilions Drive from Cortaro Road to Burlingame Road (1,950 ft.) to improve traffic safety. Operating Budget $5,232 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Transportation Fund 230.0 - - - - 230.0 - 230.0 Total: 230.0 - - - - 230.0- 230.0 LED Street Lighting, Business Park Drive Est. Completion: FY 2027 Location: Business Park Drive, from Burlingame Road to Hartman Lane Description:This project installs street lighting along Business Park Drive from Burlingame Road to Hartman Lane (3,700 ft.), to improve traffic safety. Operating Budget $12,099 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) 2024/252025/26 CostThru 06/23 2023/242026/272027/28 Budget Transportation Fund 420.0 - - - - 420.0 - 420.0 Total: 420.0 - - - - 420.0- 420.0 LED Street Lighting Near Crossroads Park - (ST092) FY 2024 Est. Completion: Mamie Kai Drive, Leilani Lane, Schisler Drive near Crossroads at Silverbell District Park Location: Description:This project installs street lighting along 2,100 feet of road to improve safety for all users. Operating Budget $8,829 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget Transportation Fund 220.8 185.8 35.0 - - - - 35.0 Total: 220.8 185.8 35.0 - - - - 35.0 129 FY2024 CAPITAL IMPROVEMENT PROGRAMROAD INFRASTRUCTURE PROJECTS Lon Adams Road, Reconstruction FY 2024 Est. Completion: Location: Lon Adams Road, Grier Road to Barnett Road Description:Reconstruct approximately 1/2 mile of road. This project will consist of replacing the existing pavement section, adding sidewalks, lighting, landscaping, and improving the drainage. It will accommodate for pedestrian improvements from the existing Marana Municipal Complex (MMC) to the Ora Mae Harn Park. Operating Budget $3,000 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget Transportation Fund 6,389.1604.15,785.0----5,785.0 Total: 6,389.1 604.1 5,785.0 - - - - 5,785.0 Marana Road Traffic Interchange - (ST064) FY 2025 Est. Completion: Location: Description: Reconstruction of Moore Road under I-10 to a 5-lane section by construction of one new westbound travel lane and one new eastbound lane between the existing I-10 bridge piers and the bridge abutments, one lane on the north side of the existing roadway and one lane on the south side of the existing roadway. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) 2024/252025/26 Cost Thru 06/23 2023/242026/272027/28 Budget Northwest Benefit Area 6,600.0 - - 6,600.0 - - - 6,600.0 Impact Fee Fund Total: 6,600.0 - - 6,600.0 - - - 6,600.0 Moore Road Rehabilitation, Sanders Road to I-10 Est. Completion: FY 2025 Location: Moore Road from Sanders Road to I-10 Description:Application of rubberized chip on Moore Road. Operating Budget No additional operational and maintenance costs will be required and will reduce Impact: maintenance cost to the road Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) 2024/252025/26 Cost Thru 06/23 2023/242026/272027/28 Budget Transportation Fund 700.0 - - 700.0 - - - 700.0 Total: 700.0 - - 700.0 - - - 700.0 130 FY2024 CAPITAL IMPROVEMENT PROGRAMROAD INFRASTRUCTURE PROJECTS Moore Road Rehabilitation, East and West of Dove Mountain - (ST103) Est. Completion: FY 2024 Location: Moore Road west from Dove Mountain Boulevard to Wild Burro Road Description:A rubberized chip will be applied and cattle guard removed and replaced in pavement. Operating Budget No additional operational and maintenance costs will be required and will reduce Impact: maintenance cost to the road Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget Transportation Fund 295.1 75.1 220.0 - - - - 220.0 Total: 295.1 75.1 220.0 - - - - 220.0 North Marana Pavement Rehabilitation - Phase 2 Est. Completion:FY 2025 Location: Silverbell Road, Write Way, Linda Lane, Imogene Place, Phyllis Drive, North Marana. Description: Rehabilitate sections of the Town's roadway network overall condition index at a high level. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) 2024/252025/26 CostThru 06/23 2023/242026/272027/28 Budget Transportation Fund 550.0 - - 550.0 - - - 550.0 Total: 550.0 - - 550.0 - - - 550.0 Pines Settlement Repair, FY2022 - (ST094) Est. Completion: FY 2024 Location: The Pines Subdivision Description:Repair settled areas of asphalt with poly foam injection at various failed locations. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Transportation Fund 714.3 694.3 20.0 - - - - 20.0 Total: 714.3 694.3 20.0 - - - - 20.0 131 FY2024 CAPITAL IMPROVEMENT PROGRAMROAD INFRASTRUCTURE PROJECTS Pines Settlement Repair, FY2023 - (ST104) Est. Completion: FY 2024 Location: The Pines Subdivision Description:Repair settled areas of asphalt on street with poly foam injection at various failed locations. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Transportation Fund 459.4 24.4 435.0 - - - - 435.0 Total: 459.4 24.4 435.0 - - - - 435.0 Tangerine Farms Road Extension - (ST097) Est. Completion:FY 2025 Location:Tangerine Farms Road, Marana Road to I-10 Description: Construction of a four lane divided roadway with a path, sidewalks, landscaping and lighting Operating Budget $60,000 annual O&M costs Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget North Benefit Area 84.0 - 84.0 - - - - 84.0 Impact Fee Fund Northwest Benefit Area 1,208.0 - 1,208.0 - - - - 1,208.0 Impact Fee Fund Transportation Fund 20,508.0 - 1,508.0 19,000.0 - - - 20,508.0 Total: 21,800.0- 2,800.0 19,000.0 - - - 21,800.0 Tangerine Road Widening, Phase 2A - (ST098) Est. Completion:FY 2024 Location:Tangerine Road from I-10 to Dove Mountain Description: Construction of a 4 lane road with drainage improvements, sidewalks, ADA facilities, multi-use path, right-of-way acquisitions, utility relocations, Marana Water line extensions, and sewer modifications and additions. Operating Budget $60,000 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) 2024/252025/26 CostThru 06/23 2023/242026/272027/28 Budget Transportation Fund 11,091.0 613.0 10,478.0 - - - - 10,478.0 Agency Fund 4,186.9 1,778.9 2,408.0 - - - - 2,408.0 PAG Fund 9,032.0 0.0 9,032.0 - - - - 9,032.0 RTA Fund 12,700.9 18.9 12,682.0 - - - - 12,682. 0 Total: 37,010.82,410.8 34,600.0 - - - - 34,600.0 132 FY2024 CAPITAL IMPROVEMENT PROGRAMROAD INFRASTRUCTURE PROJECTS Tangerine Road Widening, Phase 2B - (ST060) Est. Completion: FY 2027 From Interstate 10 to approximately 2 miles to the east of Interstate 10. Location: Description:Tangerine Road will widen to a 4-lane divided desert parkway, with bike lanes, drainage improvements and turn lanes. Operating Budget $60,000 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Transportation Fund 1,287.0 - - - 1,287.0 - - 1,287.0 RTA Fund43,000.0--- 28,000. 0 15,000 - 43,000. 0 Total: 44,287.0 - - - 29,287.0 15,000- 44,287.0 Tangerine T1 Improvements - (ST107) Est. Completion:FY 2025 Location:Tangerine Road and I-10 Description: Reconstruction of Tangerine Road under I-10 to a seven-lane section by restriping of the existing roadway between other concrete barriers to a five-lane section that includes one travel lane in each direction, two westbound left turn lanes, and one eastbound right turn lane Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget Agency Fund 2,987.0 267.0 2,720.0 - - - - 2,720.0 Northwest Benefit Area 1,500.0 - - 1,500.0 - - - 1,500.0 Impact Fee Fund Transportation Fund 2,600.0 600.0 - 2,000.0 - - - 2,000.0 Total: 7,087.0 867.0 2,720.0 3,500.0 - - - 6,220.0 133 FY2024 CAPITAL IMPROVEMENT PROGRAMROAD INFRASTRUCTURE PROJECTS Twin Peaks Road, Rattlesnake Pass Widening - (ST073) Est. Completion: FY 2025 Twin Peaks Road from the western boundary of the Saguaro Springs development and extending to Location: the intersection of Twin Peaks Road and Silverbell Road Description:Reconstruct road, a four-lane arterial road cross-section, including the installation of westbound right- tum lanes and eastbound left-turn lanes at its intersections with Saguaro Peaks Boulevard and Saguaro Highlands Drive and install a traffic control signal at the Twin Peaks/Saguaro Peaks Boulevard intersection. Operating Budget $36,800 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Transportation Fund 11,903.0 51.0 4,312.0 7,540.0 - - - 11,852.0 South Benefit Area 7,980.6 1,283.6 6,697.0 - - - - 6,697.0 Impact Fee Fund Agency Fund 18,000.0 - 18,000.0 - - - - 18,000.0 RTA Fund 750.0 - 750.0 - - - - 750.0 Total: 38,633.6 1,334.6 29,759.0 7,540.0 - - - 37,299.0 134 FY2024 CAPITAL IMPROVEMENT PROGRAMPARKS/PUBLIC GOODS PROJECTS El Rio Disc Golf - (PK031) Est. Completion:FY 2024 Location:East of the El Rio Riparian Area Description:Construct a disk golf course east of the El Rio Riparian Area. Operating Budget $15,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/27 2027/28 dollars) Budget General Fund 50.6 32.9 17.7 - - - - 17.7 Park Impact Fund 240.0 - 240.0 - - - - 240.0 Total: 290.6 32.9 257.7 - - - - 257.7 El Rio Preserve Expansion - (PK038) Est. Completion:FY 2024 Location:El Rio Preserve Description:Develop a trail system in the El Rio Preserve to include tables, benches, and wildlife viewing areas throughout the preserve. Operating Budget $1,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2024/252025/262026/272027/28 2023/24 dollars) Budget General Fund 499.3 43.3 456.0 - - - - 456.0 Total: 499.3 43.3 456.0 - - - - 456.0 El Rio Recreation Area Parking Lot - (PK032) Est. Completion:FY 2024 Location:El Rio Riparian Area Description:A parking facility to provide parking for the El Rio Recreation area to prevent excessive street parking in the neighborhood. Operating Budget $1,740 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 82.6 55.6 27.0 - - - - 27.0 Total: 82.6 55.6 27.0 - - - - 27.0 135 FY2024 CAPITAL IMPROVEMENT PROGRAMPARKS/PUBLIC GOODS PROJECTS Gladden Farms Baseball Fields - (PK033) Est. Completion:FY 2024 Location:Gladden Farms Community Park Description:Fencing and lighting will be added to the two existing diamond shaped fields, allowing the fields to be used for games and increased usage by teams and leagues. Operating Budget $5,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Park Impact Fund 1,200.3 37.3 1,163.0 - - - - 1,163.0 Total: 1,200.3 37.3 1,163.0 - - - - 1,163.0 Honea Heights Emergency Sewer Program (CD006) FY 2028 Est. Completion: Location:Honea Heights Subdivision Description:Emergency hookups to the sewer line for residents whose septic tanks have failed. Operating Budget None Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project Cost Thru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 673.8 298.8 75.0 75.0 75.0 75.0 75.0 375.0 Total: 673.8 298.8 75.0 75.0 75.0 75.0 75.0 375.0 Honea Heights Park, East - (PK039) Est. Completion:FY 2025 Location:Honea Heights Park Description:A full basketball court will expand potential use of the facility. Construction of expanded parking to provide additional paved parking spaces. Construction of a restroom. Operating Budget $10,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project Cost Thru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Park Impact Fund 1,056.0 6.0 200.0 850.0 - - - 1,050.0 Total: 1,056.0 6.0 200.0 850.0 - - - 1,050.0 136 FY2024 CAPITAL IMPROVEMENT PROGRAMPARKS/PUBLIC GOODS PROJECTS Mandarina Community Park Est. Completion:FY 2025 Location:Mandarina Boulevard, east of I-10, north of Tangerine Road Description:Park amenities include 8 lighted pickleball courts with viewing and a group ramada, 2 lighted soccer fields, a large and small dog park, a large playground area with ramadas, a 9 hole disc golf course and a maintenance yard. Operating Budget $90,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project Cost Thru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Park Impact Fund 700.0 - - 700.0 - - - 700.0 Total: 700.0 - - 700.0 - - - 700.0 Marana Community Center and Aquatic Complex - (PK035) Est. Completion:FY 2024 Location:Northeast corner of Bill Gaudette Drive and Marana Main Street Description:Construct a large multi-generational recreation facility to include; exercise/fitness facilities, multi-use gymnasium space, classroom and meeting space, indoor walking track, and other recreation amenities. Operating Budget $3,000,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 54.0 54.0 - - - - - - Other Capital 30.0 30.0 - - - - - - Projects Fund 1/2 Cent Sales Tax 63,770.7 3,099.7 60,671.0 - - - - 60,671.0 Total: 63,854.7 3,183.7 60,671.0 - - - - 60,671.0 Marana Estates Improvements - (EN012) Est. Completion:FY 2028 Location:TBD Description: Monument signage program to promote community identity and continue with the signage already built on Ina Road. Operating Budget $1,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 1,000.0 - 200.0 200.0 200.0 200.0 200.0 1,000.0 Total: 1,000.0 - 200.0 200.0 200.0 200.0 200.0 1,000.0 137 FY2024 CAPITAL IMPROVEMENT PROGRAMPARKS/PUBLIC GOODS PROJECTS Marana Public Safety Facility Improvements - (PDFAC) Est. Completion:FY 2024 Location:Marana Municipal Complex Campus Description:Various safety improvements, erosion protection, and visual improvements and seating for special events. Operating Budget $2,740 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Other Capital Fund 530.9 16.9 514.0 - - - - 514.0 Total: 530.9 16.9 514.0 - - - - 514.0 North Marana Drainage Improvements - (EN011) Est. Completion:FY 2024 Location:San Lucas Block 9/Price Lane Storm Basin Description:Design and construct drainage solution to resolve the Cochie Canyon Trail and Artisan Way drainage issues in north Marana. Operating Budget $500 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Transportation Fund 152.0 - 152.0 - - - - 152.0 Total: 152.0 - 152.0 - - - - 152.0 Ora Mae Harn Park Facility Expansion Est. Completion:FY 2027 Location:Ora Mae Harn Park Description:Renovate Ora Mae Harn Park. Elements include upgrading play structures, removing swimming pool and bathhouse, constructing a community pavilion, remove and replace existing restrooms, creating a racquet sport area, constructing a small rectangular field, and expanded parking. Operating Budget $2,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 400.0 - - - - 400.0 - 400.0 Total: 400.0 - - - - 400.0- 400.0 138 FY2024 CAPITAL IMPROVEMENT PROGRAMPARKS/PUBLIC GOODS PROJECTS Saguaro Bloom Community Park, Phase 2 - (PK040) Est. Completion:FY 2027 Location:Saguaro Bloom Subdivision Description:Complete park buildout to comply with elements identified in Parks 2020-2030 Master Plan. Elements include 2 lighted diamond fields, 1 lighted rectangular field, additional parking, and relocation of 1 dog park. Operating Budget $5,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project Cost Thru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Park Impact Fund 4,806.0 - 350.0 - 2,228.0 2,228.0 - 4,806.0 Total: 4,806.0 - 350.0 - 2,228.0 2,228.0 - 4,806.0 Santa Cruz Shared Use Path, at CalPortland - (PK023) Est. Completion:FY 2024 Location:North of Avra Valley Road along the Santa Cruz River bank Description:Obtain necessary easements, design & construct a 14' wide asphalt path with above grade crossing. Operating Budget $4,095 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Park Impact Fund 3,649.7 542.7 3,107.0 - - - - 3,107.0 Agency Fund 500.0 - 500.0 - - - - 500.0 Total: 4,149.7 542.7 3,607.0 - - - - 3,607.0 Tangerine Farms Road Irrigation Improvements - (ST105) Est. Completion:FY 2024 Location:Tangerine Farms Road to Lon Adams Road Description:Remove and replace existing irrigation system water lines, and replace with PVC piping. Operating Budget $1,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget HURF Fund 120.0 - 120.0 - - - - 120.0 Total: 120.0 - 120.0 - - - - 120.0 139 FY2024 CAPITAL IMPROVEMENT PROGRAMPARKS/PUBLIC GOODS PROJECTS Tangerine Sky Park Phase 2 - (PK041) Est. Completion:FY 2025 Location:Tangerine Sky Community Park Description:Build a new splash pad, add a shade pavilion over basketball court, and expand parking. Operating Budget $23,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 1,284.5 2.5 182.0 1,100.0 - - - 1,282.0 Total: 1,284.5 2.5 182.0 1,100.0 - - - 1,282.0 Tortolita Preserve Improvements - (PK036) Est. Completion:FY 2024 Location:Tortolita Preserve at Moore Road Description:Improve trail access by creating a formal entry with signage, adding a ramada, adding an area for a portable restroom, improving trails, and adding informational and interpretive signage. Operating Budget $4,000 Annual O&M cost Impact: Funding Sources Total Total Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Project CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 266.1 17.1 249.0 - - - - 249.0 Total: 266.1 17.1 249.0 - - - - 249.0 140 FY2024 CAPITAL IMPROVEMENT PROGRAMAIRPORT PROJECTS Airport Control Tower, Construction Est. Completion:FY 2025 Location:Marana Regional Airport Description:Construct new Air Traffic control tower. Operating Budget $50,000 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2024/252025/262026/27 2023/242027/28 dollars) Budget Airport Capital Fund 12,000.0 - - 12,000.0 - - - 12,000.0 Total: 12,000.0 - - 12,000.0 - - - 12,000.0 Airport Control Tower, Design - (AP043) Est. Completion:FY 2024 Location:Marana Regional Airport Description: Design of a new Airport control tower. Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Cost Thru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 1,300.0 - 1,300.0 - - - - 1,300.0 Total: 1,300.0 - 1,300.0 - - - - 1,300.0 Airport Control Tower, Environmental - (AP031) Est. Completion:FY 2024 Location:Marana Regional Airport Description:Environmental study of a new Airport control tower. Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Cost Thru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 321.7 20.7 301.0 - - - - 301.0 Total: 321.7 20.7 301.0 - - - - 301.0 141 FY2024 CAPITAL IMPROVEMENT PROGRAMAIRPORT PROJECTS Airport Control Tower, Sitting Study - (AP037) Est. Completion:FY 2024 Location:Marana Regional Airport Description:Required sitting study for Control Tower project Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Cost Thru 06/23 2024/252025/262026/27 2023/242027/28 dollars) Budget Airport Capital Fund 189.4 144.4 45.0 - - - - 45.0 Total: 189.4 144.4 45.0 - - - - 45.0 Airport Drainage Study - (AP027) Est. Completion:FY 2024 Location:Marana Regional Airport Description: New airport drainage study. Previous drainage study was done in 2007 and is out of date. Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 400.0 - 400.0 - - - - 400.0 Total: 400.0 - 400.0 - - - - 400.0 Airport Northwest Well Rehabilitation Est. Completion:FY 2027 Location:Marana Regional Airport Description:In accordance with American Water Works Association (AWWA) standards, existing motor, pump, and column pipe will be pulled and inspected. An inspection of well casing, to include video, will be provided. Mechanical rehabilitation of well will include swabbing, brushing, bailing, surging, surge blocking, air lifting, zonal rehabilitation, jetting, and more. Repairs/replacements will be performed, followed by test pumping and sampling. Operating Budget $4,160 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 140.0 - - - - 140.0 - 140.0 Total: 140.0 - - - - 140.0 - 140.0 142 FY2024 CAPITAL IMPROVEMENT PROGRAMAIRPORT PROJECTS Airport Security Fence Est. Completion:FY 2024 Location:Marana Regional Airport Description:This project will complete the airport property security fence on the northeast side of the airport property. Approximately 4,000 linear feet of chain link security fence will be installed. Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2024/252025/262026/27 2023/242027/28 dollars) Budget Airport Capital Fund 324.0 - 324.0 - - - - 324.0 Total: 324.0 - 324.0 - - - - 324.0 AWOS Replacement Est. Completion:FY 2024 Location:Marana Regional Airport Description: Updating the existing Automated Weather Observing System at the Town of Marana Airport to a new AWOS III P/T. Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 61.0 - 61.0 - - - - 61.0 Total: 61.0 - 61.0 - - - - 61.0 East Apron Reconstruction Phase 1, Design and Construction - (AP038, AP039) Est. Completion:FY 2024 Location:Marana Regional Airport Description:Design and construct the rehabilitation of the east apron (215,195 sq. ft.) Operating Budget $2,000 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 2,526.9 254.7 2,272.2 - - - - 2,272.2 Total: 2,526.9 254.7 2,272.2 - - - - 2,272.2 143 FY2024 CAPITAL IMPROVEMENT PROGRAMAIRPORT PROJECTS East Apron Reconstruction Phase 2, Construction - (AP045) Est. Completion:FY 2024 Location:Marana Regional Airport Description:This project will complete the construction of the East Hangar Apron pavement. The asphalt has deteriorated to a point that requires full depth reconstruction with soil stabilization. Phase 1 of construction and the design were either completed or will be completed as part of separate projects. Operating Budget $500 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2024/252025/262026/27 2023/242027/28 dollars) Budget Airport Capital Fund 2,055.0- 2,055.0- -- -2,055.0 Total: 2,055.0 - 2,055.0 - - - - 2,055.0 Land Acquisition of State Land Est. Completion:FY 2025 Location:Marana Regional Airport Description: Purchase of State land located within the Town of Marana Airport Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 324.0 - - 324.0 - - - 324.0 Total: 324.0 - - 324.0 - - - 324.0 Runway 30 Safety Mitigation Est. Completion:FY 2027 Location:Marana Regional Airport Description: Once operations of C-II or larger aircraft exceed 500 annually, this project will install an Engineered Material Arresting System (EMAS) for the Runway 30 end of runway safety area. This project aligns with the preferred alternative developed from the Runway 30 Safety Area study. Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 150.0 - - - - 150.0 - 150.0 Total: 150.0 - - - - 150.0 - 150.0 144 FY2024 CAPITAL IMPROVEMENT PROGRAMAIRPORT PROJECTS Runway 3-21, Taxiway B2 Reconstruction, Hangar 6 Removal FY 2028 Est. Completion: Location:Marana Regional Airport Description:The project will design and construct the reconstruction of Runway 3-21, relocation of Taxiway B2 and the removal of Hangar 6. The runway pavement requires reconstruction. Taxiway B2 relocation will remove direct access from the center apron and runway 3-21. Hangar 6 is considered a penetration to the Taxiway ‘B’ Taxiway Object Free Area (TOFA) and require removal. Operating Budget $10,000 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 7,128.0 - - - - 1,128.0 6,000.07,128.0 Total: 7,128.0 - - - - 1,128.0 6,000.0 7,128.0 Taxiway A Reconstruction Est. Completion:FY 2027 Location:Marana Regional Airport Description:Design and construction of Taxiway A and lighting reconstruction. Anticipated low pavement condition from tri-annual Arizona Department of Transportatin (ADOT) inspection. Operating Budget $4,000 a year in upkeep, cleaning and crack sealing pavement Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 9,560.0 - - - 700 8,860.0 - 9,560.0 Total: 9,560.0 - - - 700 8,860.0 - 9,560.0 Taxiway C Reconstruction, Design and Construction - (AP035) Est. Completion:FY 2027 Location:Marana Regional Airport Description: Design and construction of Taxiway C (50 ft. x 2,000 ft.). Operating Budget $3,500 a year in up keep, cleaning and crack sealing pavement. Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 2,500.0 - - - 190.0 2,310.0 - 2,500.0 Total: 2,500.0 - - - 190.0 2,310.0 - 2,500.0 145 FY2024 CAPITAL IMPROVEMENT PROGRAMAIRPORT PROJECTS TWY B, E, Lighting Upgrade, Design and Construction Est. Completion:FY 2028 Location:Marana Regional Airport Description:The lighting systems for Taxiway B and E are beyond their useful life and require replacement. This project will replace lighting and signage fixtures, along with airfield lighting cable. The two lighting systems will be upgraded to LED fixtures. Operating Budget $500 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 1,650.0 - - - - - 1,650.0 1,650.0 Total: 1,650.0 - - - - - 1,650.0 1,650.0 West Apron Reconstruction Phase 1 Est. Completion:FY 2026 Location:Marana Regional Airport Description:Design and construct the rehabilitation of the west apron (476,758 sq. ft.) Operating Budget $2,000 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 3,262.0 80.0 932.0 2,250.0 - - - 3,182.0 Total: 3,262.0 80.0 932.0 2,250.0 - - - 3,182.0 West Apron Reconstruction Phase 2 Est. Completion:FY 2026 Location:Marana Regional Airport Description: This project will complete the construction of the West Hangar Apron pavement. The asphalt has deteriorated to a point that requires full depth reconstruction with soil stabilization. Phase 1 of construction and the design were either completed or will be completed as part of separate projects. Operating Budget $1,000 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget Airport Capital Fund 7,290.0 - - - 7,290.0 - - 7,290.0 Total: 7,290.0 - - - 7,290.0 - - 7,290.0 146 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER PROJECTS Airport Southeast Well Site Upgrade Est. Completion:FY 2026 Location:Southeast of Marana Airport Description:Project will help provide recovered water from recharge basins and contribute to the overall Northwest Recharge, Recovery, and Delivery System (NWRRDS) project, which will provide recovered Colarado River Water (CAP) to respective partners. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 675.0 - - 75.0 600.0 - - 675.0 Total: 675.0 - - 75.0 600.0 - - 675.0 B-Zone Booster and Transmission Line Est. Completion:FY 2027 Location:Twin Peaks Corridor (starting at Twin Peaks and Blue Bonnet) Description:This project will continue to provide water supply and fire flow capacity north along the Twin Peaks Corridor for new development. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 4,413.0 - - - 381.0 4,032.0 - 4,413.0 Total: 4,413.0 - - - 381.0 4,032.0 - 4,413.0 B-Zone Reservoir Est. Completion:FY 2027 Location:Twin Peaks Corridor (close to the southeast corner of Twin Peaks and Tangerine) Description:This project will continue to provide water supply and fire flow capacity north along Twin Peaks Corridor for new development. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 617.0 - - - 65.0 552.0 - 617.0 Total: 617.0 - - - 65.0 552.0 - 617.0 147 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER PROJECTS CAP Subcontract - NIA Reallocation - (WT042) Est. Completion:FY 2026 Location:Marana Description:Charges for 515 acre-feet per year of Non-Indian Agricultural priority CAP water be re-allocated to the Town of Marana to meet town growth. Operating Budget $60,000 Annual O&M costs Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Renewable Resources 1,877.0 1,229.0 216.0 216.0 216.0 - - 648.0 Total: 1,877.0 1,229.0 216.0 216.0 216.0 - - 648.0 Continental Reserve 24-inch Tie-in - (WT035) Est. Completion:FY 2025 Location:Twin Peaks Boulevard to Silverbell Road Description:Construct 24-inch interconnect between Hartman Vistas/Twin Peaks water service area and Continental Reserve water service area to create redundancy. The project will also facilitate the maintenance of the Continental Reserve Reservoir (future project). Operating Budget $1,000 for annual corrostion testing and periodic valve maintenance Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 3,153.1 265.1 2,387.0 501.0 - - - 2,888.0 Total: 3,153.1 265.1 2,387.0 501.0 - - - 2,888.0 C-Zone Booster Est. Completion:FY 2027 Location:Twin Peaks Road and Tangerine Road Intersection. Description: This project will continue to provide water supply and fire flow capacity north along Twin Peaks Corridor for new development. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 1,819.0 - - - 192.0 1,627.0 - 1,819.0 Total: 1,819.0 - - - 192.0 1,627.0 - 1,819.0 148 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER PROJECTS East Tangerine, Segment 1 Pipeline, Upsizing - (WT053) Est. Completion:FY 2024 Location:Tangerine Road, East of I-10 Description:The Tangerine 16-inch at Interstate 10 project consists of 6,547 feet of 16-inch water main and is part of the loop connecting the Airport Water System to the North Marana Water System. Operating Budget $5,000 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 4,211.8 1,703.8 2,508.0 - - - - 2,508.0 Water Capital Fund 26.7 26.7 - - - - - - Total: 4,238.5 1,730.5 2,508.0 - - - - 2,508.0 Hartman Booster Station Electrical Upgrade Est. Completion:FY 2025 Location:Hartman Reservoir Site Description:Planning, design, and construction of electrical modifications required to install new auto transfer switches and generators. Generator must be sufficient to provide power for the booster site, including the Supervisory Control and Data Aquisition (SCADA) system. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 220.0 - - 220.0 - - - 220.0 Total: 220.0 - - 220.0 - - - 220.0 Heritage Park Water Plant - (WT064) Est. Completion:FY 2027 Location:North Marana Description: The Heritage Park Water Plan Project consists of design and construction of a 1,800,000-gallon storage reservoir, a 1,000-gpm well, and a 1,200-gpm booster. Operating Budget $16,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 5,328.0 - 316.0 - 2,506.0 2,506.0 - 5,328.0 Total: 5,328.0 - 316.0 - 2,506.0 2,506.0 - 5,328.0 149 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER PROJECTS Honea East Well Upgrade - (WT063) Est. Completion:FY 2025 Location:Honea East Production Facility, north Marana Description:Help provide the additional water supply and fire flow capacity needed to support continued growth in this area. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 194.0 - - 194.0 - - - 194.0 Total: 194.0 - - 194.0 - - - 194.0 Integrated Water Resources Plan and DAWS - (WT056) Est. Completion:FY 2024 Location:Marana water service area Description:Produce a long-term Integrated Water Resources Plan to provide comprehensive guidelines for water supply and support external communications regarding water resources. Application and modification of Designation of Assured Water Supply. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 198.6 198.6 - - - - - - Renewable Resources 367.6 145.6 222.0 - - - - 222.0 Total: 566.2 344.2 222.0 - - - - 222.0 Marana Park Reservoir - (WT046) Est. Completion:FY 2024 Location:Ora Mae Harn Park Description:Design and construct a new 1,000,000 gallon reservoir at the existing Marana Park Well Site. The project will provide additional storage required future development. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 1,000.0 - 1,000.0 - - - - 1,000.0 Water Infrastructure 3,483.2 118.2 3,365.0 - - - - 3,365.0 Total: 4,483.2 118.2 4,365.0 - - - - 4,365.0 150 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER PROJECTS Marana Park Well - (WT047) Est. Completion:FY 2024 Location:Ora Mae Harn Park Description:Drill and equip a new production well near the Marana Park water facility to provide additional source capacity for future growth. The desired production is 650 gallons per minute. Operating Budget $16,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 1,711.0 504.0 1,207.0 - - - - 1,207.0 Total: 1,711.0 504.0 1,207.0 - - - - 1,207.0 Marana Park Well, Booster and Electrical Updgrade Est. Completion:FY 2024 Location:Marana Park Reservoir Site Description:Plan, design, and construct electrical modifications required to install new auto transfer switches and generators. Generator must be sufficient to provide power for the booster site, including SCADA system. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 220.0 - 220.0 - - - - 220.0 Total: 220.0 - 220.0 - - - - 220.0 New Renewable Water Resource Acquisition - (WT066) Est. Completion:FY 2024 Location:N/A Description:Based on future growth projections from 2023 through 2032, renewable supplies will need to be purchased due to IIP projects. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Renewable Resources 8,909.6 19.6 8,890.0 - - - - 8,890.0 Total: 8,909.6 19.6 8,890.0 - - - - 8,890.0 151 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER PROJECTS NW Recharge, Recovery, and Delivery System - (WT048) Est. Completion:FY 2024 Location:Marana Description:A collaborative effort between Marana Domestic Water Improvemnt District and the Town of Oro Valley to plan, design, and construct a delivery system to convey recovered CAP water. Additionally, Marana Water will design and construct other necessary system improvements to connect to the Marana Water distribution system. Operating Budget The O&M costs of this project not yet known at this time. There will be additional booster stations to Impact: maintain but there will be reduced pumping of wells in other areas to help offset costs. Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 9,293.9 1,331.9 2,386.0 3,755.0 1,821.0 - - 7,962.0 Water Infrastructure 7,472.0 - 1,896.0 3,755.0 1,821.0 - - 7,472.0 Total: 16,765.9 1,331.9 4,282.0 7,510.0 3,642.0 - - 15,434.0 Oshrin Line Replacement - (WT057) Est. Completion:FY 2025 Location:Oshrin community Description: Furnish, install 30 1 inch service lines, provide traffic control and applicable permits, replace asphalt. Operating Budget Minimal O&M costs Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 575.4 211.4 224.0 140.0 - - - 364.0 Total: 575.4 211.4 224.0 140.0 - - - 364.0 Oshrin Well Rehabilitation Est. Completion:FY 2024 Location:Oshrin community Description: In accordance with AWWA standards, existing motor, pump and column pipe will be pulled and inspected. An inspection of well casing, including video, will be provided. Mechanical rehabilitation of well will include swabbing, brushing, bailing, surging, surge blocking, air lifting, zonal rehabilitation, jetting. Repairs and replacements will be performed, followed by test pumping and sampling. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 140.0 - - 140.0 - - - 140.0 Total:140.0- - 140.0- - - 140.0 152 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER PROJECTS Palo Verde Well Rehabilitation Est. Completion:FY 2026 Location:Palo Verde Description:In accordance with AWWA standards, existing motor, pum, and column pipe will be pulled and inspected. An inspection of well casing, including video, will be provided. Mechanical rehab of well will include swabbing, brushing, bailing, surging, surge blocking, air lifting, zonal rehab, jetting. Repairs/replacements will be performed, followed by test pumping and sampling. Operating Budget $4,160 Annual O&M cost. Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 140.0 - - - 140.0 - - 140.0 Total: 140.0 - - - 140.0 - - 140.0 Picture Rocks Interconnect - (WT036) Est. Completion:FY 2025 Location:Wade Road west Description:Construct approximately 6,600 linear feet of 12" water main in the Picture Rocks Water System. The main will connect two blocks of Continental Reserve development that have lower pressure due to their location. The two blocks would be converted to the Picture Rocks service area with new zone boundaries. Operating Budget Minimal O&M costs Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 1,591.0 37.0 184.0 1,370.0 - - - 1,554.0 Total: 1,591.0 37.0 184.0 1,370.0 - - - 1,554.0 Pioneer Well Electrical Upgrade Est. Completion:FY 2027 Location:Pioneer Well Site Description: Planning, design, and construction of electrical modifications required to install new auto transfer switches and generators. Generator must be sufficient to provide power for the booster site, including SCADA system. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 220.0 - - - - 220.0 - 220.0 Total: 220.0 - - - - 220.0 - 220.0 153 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER PROJECTS Recharge Basins Phase II Est. Completion:FY 2026 Location:North Marana Description:Recharge basins are constructed for Marana WRF effluent. The recharge basins allow purified water to be recharged and then become available as groundwater recharge credits to offset groundwater pumping. Therefore, half of the cost, plus debt service, will be assigned to the water resource fee and half will be assigned to water reclamation fee. An expansion of the recharge basins is planned during the next ten years Operating Budget $30,000 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2024/252026/27 2023/242025/262027/28 Budget Renewable Resources 2,002.0 - - 200.0 1,802.0 - - 2,002.0 Fund Waste Water Impact 2,112.0 110.0 - 200.0 1,802.0 - - 2,002.0 Fee Total: 4,114.0 110.0 - 400.0 3,604.0 - - 4,004.0 Sandario Well Rehabilitation - (WT058) Est. Completion:FY 2024 Location:Sandario well site Description:Rehabilitiation of Sandario well which is starting to lose productivity and efficiency due to aging. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Capital Fund 20.0 - 20.0 - - - - 20.0 Total: 20.0 - 20.0 - - - - 20.0 Sanders Road 24-Inch Water Line - (WT067) FY 2025 Est. Completion: Location:Sanders Road alignment from Clark Farms Boulevard to Marana Road Description:Design and construct approximately 9,000 linear feet of 24-inch water line to support planned future development. Operating Budget $1,000 annual corrosion testing. Will eventually lower power costs by allowing a greater portion of the Impact: system to be served by gravity instead of being pumped. Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 4,878.0 - 356.04,522.0- - - 4,878.0 Total: 4,878.0 - 356.0 4,522.0 - - - 4,878.0 154 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER PROJECTS SCADA and Integrated Telemetry - (WT026) Est. Completion:FY 2024 Location:Various Water Facilities Description:Various projects to improve efficiency, control, communication, ability to control data and security while standardizing software/hardware installations in the water distribution system. Operating Budget $10,000 a year in software upgrades and system equipment Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2024/252026/27 2023/242025/262027/28 Budget Water Capital Fund 1,560.0 1,236.0 324.0 - - - - 324.0 Total: 1,560.0 1,236.0 324.0 - - - - 324.0 Tangerine 16-Inch with Break Tanks Est. Completion:FY 2028 Location:Tangerine/Twin Peaks Corridor Description: This project entails parcel qcquisitions and installing 16,750 linear feet of water main and two 50,000 break tanks. This is required to help complete the Loop from the Twin Peaks Corridor and into North Marana and will help provide adequate water supply and fire flow capacity to this region. Operating Budget $4,160 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Water Infrastructure 5,308.0 - - - 561.0 100.0 4,647.0 5,308.0 Total: 5,308.0 - - - 561.0100.0 4,647.0 5,308.0 155 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER RECLAMATION PROJECTS Marana WRF, Screw Press 2 - (WR019) Est. Completion: FY 2024 Location:Marana Water Reclamation Facility solids handling facility Description:This project includes the purchase and installation of 1 Screw Press, 1 Polymer Blending Unit and 1 Solids Conveyor system to provide critical system redundancy to meet water quality standards. Operating Budget Estimated $500 annual maintenance costs for additional oil and grease. Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Wastewater Capital 1,934.1 60.1 1,874.0 - - - - 1,874.0 Total: 1,934.1 60.1 1,874.0 - - - - 1,874.0 North Marana Sewer Interceptor - (WR021) Est. Completion: FY 2024 Location:W.Sagebrush Road and N. Wentz Road Description:Intallation of four gravity pipes to accommodate additional sewer flows from projected development growth. Operating Budget $10,000 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Wastewater Capital 8,423.2 383.2 8,040.0 - - - - 8,040.0 Wastewater Impact 6,957.0 0.0 6,957.0 - - - - 6,957.0 Total: 15,380.2 383.2 14,997.0 - - - - 14,997.0 Rillito Vista Lift Station Upgrade - (WR020) Est. Completion: FY 2025 Location:Rillito Vista Lift Station Description:This project will replace mechanical and electrical equipment at the Rillito Vista Lift Station that is at the end of its life cycle while adding an emergency backup power supply. Operating Budget $1,000 Annual O&M cost Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) CostThru 06/23 2023/242024/252025/262026/272027/28 Budget Wastewater Capital 1,148.2 10.2 138.0 1,000.0 - - - 1,138.0 Total: 1,148.2 10.2 138.0 1,000.0 - - - 1,138.0 156 FY2024 CAPITAL IMPROVEMENT PROGRAMWATER RECLAMATION PROJECTS Sewer Conveyance System Rehabilitation - (WR012) FY 2027 Est. Completion: Location:Marana sewer system Description:The project includes the rehabilitation and/or replacement of existing sewer conveyance infrastructure (manholes, sewer mains, & lift stations) that have deteriorated over time. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) Cost Thru 06/23 2023/242024/252025/262026/272027/28 Budget Wastewater Capital 1,789.0 - - 661.0 553.0 575.0 - 1,789.0 Total: 1,789.0 - - 661.0 553.0 575.0 - 1,789.0 WRF Phase II Design - (WR023) Est. Completion: FY 2027 Location:North Marana Description:Design for the construction of an additional treatment facility to accommodate additional growth in north Marana. Operating Budget None Impact: Total Funding Sources Total Project Expended Adopted Forecast Forecast Forecast Forecast Remaining (in thousands of dollars) 2026/27 Cost Thru 06/23 2023/242024/252025/262027/28 Budget Renewable Resources 19,580.0 0.0 1,450.0 - 9,065.0 9,065.0 - 19,580.0 Wastewater Impact 19,580.0 0.0 1,450.0 - 9,065.0 9,065.0 - 19,580.0 Total: 39,160.0 0.0 2,900.0 - 18,130.0 18,130.0 - 39,160.0 157 FY2024 CAPITAL IMPROVEMENT PROGRAMBUILDINGS PROJECTS Civic Center Drive, Electrical Improvements - (ST090) FY 2023 Est. Completion: Location:West Civic Center Drive Description:This project will increase the electrical capacity and provide safe electrical connections to be used for special events and improve safety. Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Cost Thru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 269.0 233.0 36.0 - - - - 36.0 Total: 269.0 233.0 36.0 - - - - 36.0 MMC Drainage Improvements - (FA108) Est. Completion:FY 2024 Location:Marana Municipal Complex Description: Improve ground water drainage around the Marana Municipal Complex. Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 803.4 769.4 34.0 - - - - 34.0 Total: 803.4 769.4 34.0 - - - - 34.0 MMC Fiber Optic Upgrade FY 2024 Est. Completion: Location:Marana Municipal Complex Description: Construction of additional fiber optic infrastructure at the Town of Marana Municipal Complex for redundancies in critical components and functions to increase communication reliability. Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 100.0 - 100.0 - - - - 100.0 Total: 100.0 - 100.0 - - - - 100.0 158 FY2024 CAPITAL IMPROVEMENT PROGRAMBUILDINGS PROJECTS MMC Generator Upgrade - (FA109) FY 2024 Est. Completion: Location:Marana Municipal Complex Description:Replace the existing generator with a larger one. Operating Budget Annual operating cost would remain relatively the same. Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Cost Thru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 2,153.5 52.5 2,101.0 - - - - 2,101.0 Total: 2,153.5 52.5 2,101.0 - - - - 2,101.0 MMC HVAC Mechanical Systems Upgrade - (FA112) FY 2025 Est. Completion: Location:Marana Municipal Complex Description: Design a construction of a new HVAC system at the Town of Marana Municipal Complex. Operating Budget $1,000 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Cost Thru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 1,100.0 - 100.0 1,000.0 - - - 1,100.0 Total: 1,100.0 - 100.0 1,000.0 - - - 1,100.0 MMC Interior Lighting Improvements - (FA104) Est. Completion:FY 2024 Location:Marana Municipal Complex Description: Removal of all non LED bulbs and ballasts throughout the entire complex and upgrade with new LED replacement bulbs and outfitted with new controls system. Dispose of all old florescent bulbs through the proper recycling companies. Operating Budget Approx $54,320 annual savings Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 258.0 - 258.0 - - - - 258.0 Total: 258.0 - 258.0 - - - - 258.0 159 FY2024 CAPITAL IMPROVEMENT PROGRAMBUILDINGS PROJECTS MMC Reception Remodel - (FA113) FY 2025 Est. Completion: Location:Marana Municipal Complex Description:Design and remodel of the 1st floor reception area, to include additional safety barriers and equipment. Operating Budget None Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 200.0 - 200.0 - - - - 200.0 Total: 200.0 - 200.0 - - - - 200.0 MOC Fleet Warehouse Roof & HVAC Replacement - (FA110) Est. Completion:FY 2024 Location:Marana Operations Center Parking Lot - 5100 W Ina Road Description: Remove existing evaporative coolers, insulation, fascia and roof decking and replace with all new roof TPO system, flute fillers, insulation, drip edge, fascia and newly designed HVAC system to eliminate evaporative coolers completely off roof. Operating Budget $600 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Cost2026/27 Thru 06/23 2023/242024/252025/262027/28 dollars) Budget General Fund 500.0 - 500.0 - - - - 500.0 Total: 500.0 - 500.0 - - - - 500.0 MOC Generator Replacement - (FA114) Est. Completion:FY 2024 Location:Marana Operations Center Description:Replacement of the two 100KW generators with one 200 to 300KW generator to power the entire Marana Operations Complex in the event of a power outage. Operating Budget $1,000 Annual O&M cost Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 600.0 - 600.0 - - - - 600.0 Total: 600.0 - 600.0 - - - - 600.0 160 FY2024 CAPITAL IMPROVEMENT PROGRAMBUILDINGS PROJECTS MOC Parking Lot Reconstruction - (FA105) Est. Completion:FY 2024 Location:MOC Parking Lot - 5100 W Ina Road Description:Replace the worn out front parking lot that has numerous cracks, dips and raveling. Operating Budget Seal and stripe parking lot every 6 years ($10,000) Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining CostThru 06/23 2023/242024/252025/262026/272027/28 dollars) Budget General Fund 271.6 121.6 150.0 - - - - 150.0 Total: 271.6 121.6 150.0 - - - - 150.0 MOC Security Walls, New Entry Gate - (FA106) Est. Completion:FY 2024 Location:Marana Operations Center Parking Lot - 5100 W Ina Road Description:Remove existing chain link fencing, install new 8 ft tall block or metal wall along entire length of the property and add an additional secure entry gate on the north end of the property. At the Marana Police Department Evidence Storage Facility, using the existing space, the chain link fence would be replaced with a block wall. There would need to be an electrical upgrade utilizing the current electricity lines/source. Operating Budget $2,000 Annual O&M cost. Impact: Funding Sources Total Total Project Expended Adopted Forecast Forecast Forecast Forecast (in thousands of Remaining Cost2026/27 Thru 06/23 2023/242024/252025/262027/28 dollars) Budget General Fund 523.6 24.6 499.0 - - - - 499.0 Total: 523.6 24.6 499.0 - - - - 499.0 161 162 163 164 REVENUE SCHEDULE Revenue Schedule2021 Actual2022 Actual2023 Estimates2024 Adopted General Fund Sales taxes$ 34,001,109$ 37,758,894$ 41,886,312$ 35,123,831 Intergovernmental 23,559,040 24,710,836 21,246,302 25,945,620 Licenses, fees and permits 7,248,433 11,190,9887,190,2134,617,500 Fines and forfeiture 436,491 382,476 332,395 389,500 Charges for services 541,107 988,782 638,167 678,000 Leases158,998264,148 174,067 145,000 Investment income 476,105 (180,161) 4,280,344 2,000,000 Miscellaneous 653,923 758,688 831,610 887,045 Total General Fund67,075,20675,874,65176,579,41069,786,496 Special Revenue Funds Highway User Revenue Fund4,281,3314,357,2334,985,5205,079,784 Community Development Block Grant 49,819 78,972 65,380 260,000 Affordable Housing 1,928 1,924 12,927 2,000 Judicial Collection Enhancement 7,048 5,399 6,468 8,000 Fill-the-Gap 4,353 3,009 2,676 4,500 Local Technology 31,568 25,776 29,756 50,000 Bed Tax 1,246,249 1,901,388 1,833,725 1,450,000 Other SRF 3,983,309 1,822,458 1,599,697 3,088,749 Total Special Revenue Funds 9,605,605 8,196,1598,536,1499,943,033 Capital Projects Funds Northwest Transportation Impact Fees 208,990 591,434 239,807 288,767 Northeast Transportation Impact Fees 441,109 1,010,036 419,651 132,210 South Transportation Impact Fees 1,776,198 4,994,200 3,109,770 649,050 Park Impact Fees 492,132 2,822,752 1,428,670 475,657 Transportation 7,385,040 9,553,563 13,933,279 4,200,000 RTA - - 39,073 13,431,903 1/2 Cent Sales Tax - 3,608,070 7,480,472 6,561,367 Downtown Reinvestment 220,493 447,265 504,395 456,500 Pima Association of Governments 28,703 4,500 - 9,772,250 Other Capital Projects 262,041 5,315,626 1,574,757 23,878,438 Community Facilties Districts Capital 152,138 181,925 221,643 260,625 Total Capital Projects Funds 10,966,844 28,529,371 28,951,517 60,106,767 165 REVENUE SCHEDULE Revenue Schedule2021 Actual2022 Actual2023 Estimates2024 Adopted Debt Service Funds Tangerine Farms Improvement District 2,297,832 1,801,409 2,014,725 2,020,059 Community Facility Districts DSF 1,284,576 1,516,8281,847,0262,361,869 Other Debt Service 21 860 - - Total Debt Service Funds 3,582,429 3,319,097 3,861,751 4,381,928 Enterprise Funds Airport668,8491,045,5241,711,6797,376,814 Water Utility15,215,31519,018,64314,866,424 15,145,285 Wastewater Utility7,862,3818,657,8575,736,2485,680,280 Total Enterprise Funds23,746,54528,722,024 22,314,351 28,202,379 Internal Service Funds Health Benefits 4,706,262 4,698,789 5,473,850 5,344,168 Dental Benefits 335,735 234,248 334,485 352,000 Total Internal Service Funds 5,041,997 4,933,037 5,808,335 5,696,168 Total ALL Funds *$ 120,018,626$ 149,574,339$ 146,051,513$ 178,116,771 *Note: The total revenue above excludes all bond or loan proceeds. 166 EXPENDITURE SCHEDULE Expenditure Schedule2021 Actual2022 Actual2023 Estimates2024 Adopted General Fund Personnel and Benefits$ 30,268,994 $ 31,783,353 $ 37, 829,240$ 44,101,900 Contracted Services 4,598,463 5,537,208 5, 921,313 10,347,731 Operating Supplies & Equipment 3,807,118 5,518,815 4, 953,282 12,684,749 Capital Outlay 1,444,410 1,719,096 3, 298,315 9,625,675 Other Financing Uses16,125 15,99842, 524 266,500 Total General Fund 40,135,110 44,574,470 52,044,674 77, 026,555 Special Revenue Funds Highway User Revenue Fund3,702,5993,194,839 4, 355,081 6,765,028 Community Development Block Grant53,05766,67465,380260,000 Affordable Housing26,26110,410 2,593 105,000 JCEF3202,4243,831131,805 Fill-the-Gap- - - 34,500 Local Technology 207,119 238,249 22, 583 78,000 Bed Tax 887,696 1,122,077 1, 153,620 1,950,000 Other SRF 1,619,264 1,624,110 1, 795,468 3,727,136 Total Special Revenue Funds 6,496,316 6,258,783 7,398,556 13, 051,469 Capital Projects Funds Northwest Transportation Impact Fees 3,118 8,382 9,4101,307,468 Northeast Transportation Impact Fees46,028 72,747 133, 155 77,238 South Transportation Impact Fees20,705 441,647 726, 605 6,702,393 Park Impact Fees 235,071 56,607 309, 171 5,188,573 Transportation 10,765,198 1,965,399 7, 983,773 28,793,914 Regional Transportation Authority- 1,35039, 073 13,431,903 1/2 Cent Sales Tax- - 4, 175,010 63,170,697 Downtown Reinvestment10,040 343,276 45, 941 425,000 Pima Association of Governments30,578 15,229- 9,772,250 Other Capital Projects 2,039,220 599,121 1, 245,130 25,228,231 Community Facilities Distircts 4,143 4,072 4,275 1,645,750 Total Capital Projects Funds 13,154,101 3,507,830 14,671,543 155, 743,417 167 EXPENDITURE SCHEDULE Expenditure Schedule2021 Actual2022 Actual2023 Estimates2024 Adopted Debt Service Funds 2013 MMPC Bond 3,034,400 3,026,300 3, 030,300 3,016,125 2014 Excise Tax Bond 791,814 792,824 794, 336 651,201 2017B Excise Tax Bond 2,091,200 2,089,250 2, 580,500 2,580,125 Tangerine Farms Imprv. District 2,207,838 1,979,001 2, 068,231 2,333,819 Gladden CFD Debt 4,958,013 780,006 780, 006 777,557 Gladden II CFD Debt50,744 4,677,008 6, 607,998 608,477 Saguaro Springs CFD Debt363,0253,257,556 637, 550 5,389,650 Total Debt Service Funds 13,497,034 16,601,945 16,498,921 15, 356,954 Enterprise Funds Airport1,735,7612,233,1301,788,5718,337,685 Water 7,941,049 12,585,255 13, 930,527 39,059,108 Wastewater 5,951,157 6,013,447 3, 766,728 21,989,842 Total Enterprise Funds 15,627,967 20,831,832 19,485,826 69, 386,635 Internal Service Funds Health Benefits 4,092,095 4,277,761 5, 433,218 5,344,168 Dental Benefits 224,354 260,864 271, 554 352,000 Total Internal Service Funds 4,316,449 4,538,625 5,704,772 5,696,168 Total ALL Funds$ 93,226,977$ 96,313,485$ 115,804,292$ 336,261,198 168 Total 100,000 100,000 663,436 297,490 663,381 809,070 3,065,750 2,631,250 1,208,373 3,153,585 2,037,575 14,729,910 75 3,3 Fund 90404,535 1,307,910 Impact Fee Wastewater 575 , 37 ,0 100,000 2 2,137,575 Operating Wastewater 75 999 3,31, Water 9022404,535 Resource 1,529,909 24 Water 3,153,585 3,153,585 Operating 20 3- 202 Fee 556 169 2, Fund 60 602,556 North East Impact Transportation Transfers From: TRANSFER SUMMARY 5 Fiscal Year INTERFUND TRANSFERS ,97 Fund South 20 6 620,975 Transportation 9 41 , Fund 60 8 860,419 Transportation 000 436300374490 , 9, 7, 86 100,000 663,549297,663,381 1,25 4,516,981 General Fund Debt Total Water 2013 Debt 2014 2017 Debt Operating Transfers To: Waste Water Other Grants Water Capital Airport Capital Airport Operating Transportation Fund Waste Water Capital DEBT SERVICE SUMMARY When authorized by the Town Council, the Town will issue long-term debt for high cost, long-lived capital projects or assets. The Town will issue short-term debt only when it is impossible to fund a project or asset initially through long-term debt. Debt issuance will conform to the debt limitations as set by the State of Arizona. The Town has no General Obligation (GO) debt which is secured by the taxing power of the Town, as it has no property tax and does not have outstanding debt which is subject to debt limitations. Currently, the Town only has Excise Tax Revenue bonds, Community Facilities District bonds, Improvement District bonds and Water Infrastructure Finance Authority loans outstanding. Ratings Standard & Debt Issuances Poor’s/Fitch Excise Tax Revenue ObligationsAA Gladden Farms CFD General Obligation Bonds AA Saguaro Springs CFD General Obligation Bonds AA Tangerine Farms Special Assessment BondsNot Rated Gladden Farms II CFD General Obligation BondsAA Total Bonded Debt Fiscal Year Principal Interest Total 5,954,000 3,671,164 9,625,164 2024 6,482,000 3,347,269 9,829,269 2025 6,770,000 3,070,682 9,840,682 2026 5,755,0002,778,0198,533,019 2027 6,025,000 2,496,894 8,521,894 2028 18,355,000 9,443,300 27,798,300 2029-2033 17,906,000 6,042,197 23,948,197 2034-2038 17,600,0002,759,09720,359,097 2039-2043 4,960,000 465,669 5,425,669 2044-2048 Totals 89,807,00034,074,290123,881,290 170 Excise Tax Revenue Obligations The Town has revenue obligations for acquiring wastewater systems, initial improvements to wastewater systems and to refund prior issuances. These bonds are payable solely from the excise taxes collected by the Town. 2013 Series –Excise Tax Revenue Obligations Fiscal Year Principal Interest Total 2,015,000 999,125 3,014,125 2024 2,115,000895,8753,010,875 2025 2,225,000 787,375 3,012,375 2026 2,335,000 673,375 3,008,375 2027 2,450,000 553,750 3,003,750 2028 8,720,0001,373,45010,093,450 2029-2033 1,720,000 43,000 1,763,000 2034 Totals 21,580,0005,325,95026,905,950 2014 Series –Excise Tax Revenue Obligations Fiscal Year Principal Interest Total 609,000 40,201 649,201 2024 629,000 24,416 653,416 2025 643,0008,198651,198 2026 Totals 1,881,000 72,815 1,953,815 2017 Series B – Excise Tax Revenue Bonds Fiscal Year Principal Interest Total 1,955,000 623,125 2,578,125 2024 2,055,000 522,875 2,577,875 2025 2,170,000 417,250 2,587,250 2026 2,280,000 306,000 2,586,000 2027 2,400,000 189,000 2,589,000 2028 2,580,000 64,500 2,644,500 2029 Totals 13,440,0002,122,75015,562,750 171 Excise Tax Revenue Obligations continued 2017 Series A&C –Excise Tax Revenue Bonds Fiscal Year Principal Interest Total 0 809,069 809,069 2024 0 809,069 809,069 2025 0 809,069 809,069 2026 0 809,069 809,069 2027 0 809,069 809,069 2028 410,000 4,016,844 4,426,844 2029- 2033 8,150,000 3,194,269 11,344,269 2034-2038 11,220,000 1,152,709 12,372,709 2039-2043 Totals 19,780,000 12,409,166 32,189,166 Gladden Farms Community Facilities District General Obligation Bonds The Gladden Farms Community Facilities District (a component unit) issued general obligation (GO) bonds to acquire infrastructure improvements within the district. These GO bonds are payable solely from a secondary property tax that is levied on property within the district. For fiscal year 2023-2024 the rate for debt service was $2.50/$100 of assessed valuation. Gladden Farms – CFD General Obligation Bonds - 2016 Fiscal Year Principal Interest Total 440,000 223,563 663,563 2024 455,000210,138665,138 2025 470,000 193,913 663,913 2026 490,000 174,713 664,713 2027 510,000 154,713 664,713 2028 2,840,000447,5633,287,563 2029- 2033 720,000 34,363 754,363 2034-2038 90,000 5,937 95,937 2039-2042 Totals 6,015,000 1,444,900 7,459,900 172 Gladden Farms Community Facilities District General Obligation Bonds continued Gladden Farms –CFD General Obligation Bonds -2020 Fiscal Year Principal Interest Total 0 110,244 110,244 2024 100,000 108,744 208,744 2025 100,000105,743205,743 2026 100,000 102,743 202,743 2027 100,000 99,744 199,744 2028 620,000 446,369 1,066,369 2029- 2033 1,560,000300,1501,860,150 2034-2038 1,575,000 75,822 1,650,822 2039-2042 Totals 4,155,0001,349,5605,504,560 Gladden Farms II Community Facilities District General Obligation Bonds The Gladden Farms II Community Facilities District (a component unit) issued general obligation (GO) bonds to acquire infrastructure improvements within the district. These GO bonds are payable solely from a secondary property tax that is levied on property within the district. For fiscal year 2023-2024 the rate for debt service was $2.50/$100 of assessed valuation. Gladden Farms II –CFD General Obligation Bonds -2019 Fiscal Year Principal Interest Total 35,000 46,244 81,244 2024 35,000 44,843 79,843 2025 40,00043,34483,344 2026 40,000 41,744 81,744 2027 40,000 40,144 80,144 2028 230,000 175,250 405,250 2029- 2033 275,000126,875401,875 2034-2038 330,000 66,669 396,669 2039-2043 155,000 6,497 161,497 2044-2045 Totals 1,180,000 591,610 1,771,610 173 Gladden Farms II Community Facilities District General Obligation Bonds continued Gladden Farms II –CFD General Obligation Bonds -2021 Fiscal Year Principal Interest Total 0 144,850 144,850 2024 110,000143,200253,200 2025 120,000 139,750 259,750 2026 125,000 136,075 261,075 2027 130,000 132,250 262,250 2028 705,000599,8251,304,825 2029- 2033 820,000 485,025 1,305,025 2034-2038 975,000 319,900 1,294,900 2039-2043 1,095,000 96,100 1,191,100 2044-2047 Totals 4,080,0002,196,9756,276,975 Gladden Farms II –CFD General Obligation Bonds -2022 Fiscal Year Principal Interest Total 0 378,383 378,383 2024 140,000 307,500 447,500 2025 145,000300,375445,375 2026 155,000 292,875 447,875 2027 160,000 285,000 445,000 2028 940,000 1,291,750 2,231,750 2029- 2033 1,200,0001,026,0002,226,000 2034-2038 1,525,000 686,875 2,211,875 2039-2043 1,955,000 253,875 2,208,875 2044-2047 Totals 6,220,000 4,822,633 11,042,633 174 Saguaro Springs Community Facilities District General Obligation Bonds The Saguaro Springs Community Facilities District (a component unit) issued general obligation (GO) bonds to acquire infrastructure improvements within the district. These GO bonds are payable solely from a secondary property tax that is levied on property within the district. For fiscal year 2023-2024 the rate for debt service was $2.50/$100 of assessed valuation. Saguaro Springs -CFD General Obligation Bonds -2018 Fiscal Year Principal Interest Total 110,000 132,149 242,149 2024 115,000128,775243,775 2025 115,000 125,326 240,326 2026 120,000 121,200 241,200 2027 125,000 116,300 241,300 2028 705,000500,9001,205,900 2029- 2033 860,000 344,600 1,204,600 2034-2038 1,045,000 154,500 1,199,500 2039-2043 235,000 4,700 239,700 2044 Totals 3,430,0001,628,4505,058,450 Saguaro Springs -CFD General Obligation Bonds - 2019 Fiscal Year Principal Interest Total 50,000 57,975 107,975 2024 50,000 56,475 106,475 2025 55,00054,900109,900 2026 55,000 53,250 108,250 2027 55,000 51,600 106,600 2028 305,000 226,850 531,850 2029- 2033 365,000163,925528,925 2034-2038 430,000 102,134 532,134 2039-2043 435,000 17,422 452,422 2044-2045 Totals 1,800,000 784,531 2,584,531 175 Saguaro Springs Community Facilities District General Obligation Bonds continued Saguaro Springs -CFD General Obligation Bonds -2021 Fiscal Year Principal Interest Total 115,000 72,525 187,525 2024 50,00070,050120,050 2025 50,000 68,550 118,550 2026 55,000 66,975 121,975 2027 55,000 65,325 120,325 2028 300,000300,000600,000 2029- 2033 355,000 251,175 606,175 2034-2038 410,000 194,550 604,550 2039-2043 1,085,000 87,075 1,172,075 2044-2045 Totals 2,475,0001,176,2253,651,225 Tangerine Farms Road Improvement District – 2017 Series The Tangerine Farms Road Improvement District (a component unit) issued special assessment bonds for road infrastructure improvements. These special assessment bonds are payable solely from special assessment billings which are sent out to individuals within the district twice a year (November 1st and May 1st each year). The Town is required to cover delinquencies, should they occur, with other resources until foreclosure proceeds are received. Tangerine Farms Road Improvement District – 2017 Series Fiscal YearPrincipalInterestTotal 1,234,000 73,912 1,307,912 2024 1,257,000 49,725 1,306,725 2025 1,280,000 25,088 1,305,088 2026 Totals 3,771,000148,7253,919,725 176 Water Infrastructure Finance Authority (WIFA) Loans The Town has issued WIFA loans to acquire water wells, improve aging water treatment and conveyance systems, and complete water infrastructure improvements. These loans are generally payable from water revenues. Water Infrastructure Finance Authority Loan - 2010 Fiscal Year Principal Interest Total 261,58927,476289,065 2024 269,35323,579292,932 2025 277,34719,566296,913 2026 285,57915,435301,014 2027 294,05511,180305,235 2028 614,5529,088623,639 2029- 2030 Totals 2,002,475106,3242,108,799 Water Infrastructure Finance Authority Loan - 2019 Adonis Fiscal Year Principal Interest Total 30,7615,76636,527 2024 31,5325,45236,984 2025 32,3235,13037,453 2026 33,1344,80037,934 2027 33,9654,46238,427 2028 183,03816,934199,972 2029-2033 207,1727,113214,285 2034-2038 35,49617935,675 2039 Totals 587,421 49,838 637,259 Water Infrastructure Finance Authority Loan - 2019 Fiscal Year Principal Interest Total 650,565 114,903 765,468 2024 666,439 108,713 775,152 2025 682,700 102,373 785,073 2026 699,35895,877795,235 2027 716,422 89,223 805,645 2028 3,853,010 340,478 4,193,487 2029-2033 4,346,583 148,011 4,494,594 2034-2038 933,9734,390938,363 2039 Totals 12,549,049 1,003,967 13,553,017 177 Water Infrastructure Finance Authority (WIFA) Loans continued Water Infrastructure Finance Authority Loan - 2020 Fiscal Year Principal Interest Total 21,457 1,586 23,043 2024 21,859 1,506 23,365 2025 22,268 1,423 23,691 2026 22,685 1,339 24,024 2027 23,111 1,253 24,364 2028 122,213 4,926 127,139 2029-2033 134,100 2,533 136,633 2034-2038 67,506 311 67,817 2039-2041 Totals 435,198 14,878 450,076 Water Infrastructure Finance Authority Loan–2020 Adonis II Fiscal Year Principal Interest Total 9,568 739 10,307 2024 9,748 703 10,451 2025 9,930 666 10,596 2026 10,116 629 10,745 2027 10,306 591 10,897 2028 54,499 2,356 56,856 2029-2033 59,800 1,289 61,089 2034-2038 38,637 218 38,855 2039-2041 Totals 202,6057,193209,797 Additional WIFA loans were awarded for the Marana Park Reservoir project and an interconnect project. A portion of these loans is forgivable. Neither of these loans have been drawn down yet and as such are not presented here in any detail as amounts to be paid up are dependent on actual amounts drawn down for each project. The amount of outstanding principal, after any forgivable amount is estimated at $1.5 million, excluding interest and fees. 178 SCHEDULE OF SELECT CARRYOVER REQUESTS FY 2024 Budget Schedule of Carryover Requests GENERAL FUND Police Vehicles for new positions in FY2023 358,200 Crime Scene Van 90,420 Total for Police$448,620 Public Works MMC Generator upgrade 800,000 MOC Roof & HVAC Replacement 300,000 MMC Interior Lighting Improvements 258,000 MOC Security Walls & New Entry Gate 314,000 MOC Parking Lot Reconstruction 150,000 Total for Public Works$1,822,000 Parks and Recreation Tangerine Sky Park, Phase 2 196,385 Tortolita Preserve Improvements 61,079 El Rio area projects combined (Disc Golf, parking lot, expansion) 74,252 Vehicle for new positions in FY2023 129,490 Total for Parks and Recreation$461,206 Technology Services New Permitting/Licensing System 275,000 Network upgrades (hardware) 88,929 Total for Technology Services$363,929 Vehicle Replacements Vehicles from the FY2023 planned replacements 679,250 Total for Vehicle Replacements$679,250 General Fund Total$3,775,005 HURF FUND Public Works Pavement Preservation 1,423,210 HURF Fund Total$1,423,210 Grand Total$5,198,215 179 VEHICLE REPLACEMENT SCHEDULE FY 2024 Budget Vehicle Replacement Schedule VEHICLE REPLACEMENT FUND Unit 125-2009 Camry Hybrid43,500 Unit 290-2007 Ford F-35081,500 Unit 835-2002 John Deere Model 310 Backhoe 165,000 Unit 568-2011 Chevrolet Classic Car 92,500 Unit 575-2013 Chevrolet Caprice92,500 Unit 577-2013 Chevrolet Caprice92,500 Unit 578-2013 Chevrolet Caprice92,500 Unit 581-2013 Chevrolet Caprice92,500 Unit 582-2013 Chevrolet Caprice92,500 Unit 591-2013 Chevrolet Tahoe92,500 Unit 595-2014 Chevrolet Tahoe92,500 Unit 596-2014 Chevrolet Tahoe92,500 Unit 1001-2014 Chevrolet Tahoe94,850 Unit 1003-2014 Chevrolet Tahoe94,850 Unit 1014-2015 Chevrolet Tahoe92,500 Unit 1016-2015 Chevrolet Tahoe94,850 Unit 1020-2015 Chevrolet Tahoe92,500 Unit 1036-2017 Ford Explorer92,500 Unit 1046-2018 Chevrolet Tahoe92,500 Unit 574-2013 Chevrolet Tahoe94,850 Unit 1002-2014 Chevrolet Tahoe94,850 Unit 2056-2014 Ford F-150 Supercab80,883 Unit 901-2000 Kohler 60KW 60 Hertz Generator - HURF93,000 Unit 2017-2011 Ford F-450 - Water82,000 Unit 2033-2013 Ford F-350 - Water111,500 Unit 2035-2013 Ford F-150 - Water53,500 Unit 836-John Deere Model 4310 Tractor Mower - Water Reclamation68,900 Carryforward purchases Unit 1021-2015 Chevrolet Tahoe86,350 Unit 1019-2015 Chevrolet Tahoe86,350 Unit 598-2014 Chevrolet Tahoe86,350 Unit 597-2014 Chevrolet Tahoe86,350 Unit 594-2014 Chevrolet Tahoe86,350 Unit 583-2013 Chevrolet Caprice86,350 Unit 576-2013 Chevrolet Caprice86,350 Unit 430-2004 Chevrolet Silverado Crew Cab 4 x 4 74,800 Vermeer V2501D Replacement - HURF (FY2023)41,544 Vehicle for Water Reclamation Operator II - Water (FY2023)43,400 Vehicles for Irrigation Control Tech and Maintenance Associate III (FY2023)129,490 Vehicles for 5 new Police Officers (FY2023)312,800 180 FY 2024 Budget Vehicle Replacement Schedule Continued VEHICLE REPLACEMENT FUND Vehicle for new Detective position (FY2023)45,400 Vehicle for Crime Scene Unit - Van (FY2023) 90,420 Total$3,798,837 181 -------- 1.001.001.001.000.501.001.002.501.001.001.002.001.001.001.001.002.001.00 9.005.00 2024 Adopted ---------- 1.001.001.001.001.001.002.501.001.001.002.001.001.001.002.001.00 8.505.00 2023 Estimated 00 ---------- 1.001.001.001.001.001.002.501.001.001.002.001.001.001.2.001.00 8.50 5.00 2023 Adopted --------- 1.001.001.001.001.001.001.001.001.501.001.001.002.001.001.001.002.00 9.50 5.00 2022 Actual -------- 1.001.001.001.001.001.001.001.001.501.001.001.001.002.001.001.001.002.00 5.00 10.50 2022 Adopted -------- 1.001.001.001.001.001.001.001.001.501.001.001.001.001.002.001.001.002.00 5.00 11.50 2021 Actual 182 -------- 1.001.001.001.001.001.001.001.001.501.001.001.001.001.002.001.001.002.00 5.00 11.50 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Town ManagerDeputy Town ManagerAssistant Town ManagerExecutive Assistant to the Town ManagerTown EngineerAdministrative AssistantAssistant to the Town ManagerHistorian Communication and Marketing Division Communications ManagerCommunications SpecialistGraphics DesignerVisual Communications Designer Special Events Division Special Events CoordinatorSpecial Events Programmer Total Town Manager Town ClerkDeputy Town ClerkExecutive AssistantRecords Clerk Total Town Clerk Human Resources DirectorHuman Resources Deputy DirectorRisk ManagerOrganizational Development ManagerSr. Human Resources AnalystSenior Human Resources GeneralistHRIS AdministratorHRIS & Payroll Manager Town ManagerTown ClerkHuman Resources ------- 1.001.001.001.001.001.001.001.001.001.001.001.001.001.001.002.001.001.001.001.00 13.00 17.00 2024 Adopted 00 ------- 1.001.001.001.001.001.001.001.001.001.001.1.001.001.001.002.001.001.001.001.00 12.00 17.00 2023 Estimated ------- 1.001.001.001.001.001.001.001.001.001.001.001.001.001.001.002.001.001.001.001.00 10.00 19.00 2023 Adopted ---------- 1.001.001.001.001.001.001.001.001.001.001.001.002.001.001.001.001.00 7.00 15.75 2022 Actual ---------- 1.001.001.001.001.001.001.001.001.001.001.001.002.001.001.001.001.00 7.00 15.75 2022 Adopted ----------- 1.001.001.001.001.001.001.001.001.001.001.002.001.001.001.001.00 6.00 16.25 2021 Actual 183 ----------- 1.001.001.001.001.001.001.001.001.001.001.002.001.001.001.001.00 6.00 16.25 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Total Human ResourcesTotal Finance Payroll AdministratorPayroll TechnicianHuman Resources AnalystHuman Resources GeneralistExecutive Assistant Safety Division Safety & Emergency Management CoordinatorSafety & Health CoordinatorSafety Compliance SpecialistSafety & Health SpecialistFinance DirectorFinance Deputy DirectorFinance ManagerRevenue & Customer ManagerSenior Budget AnalystBudget ManagerPayroll AdministratorPayroll TechnicianProcurement OfficerProcurement SpecialistFinancial SpecialistProcurement AgentGrants ManagerSenior AccountantSenior Accounting AssociateTown AttorneyDeputy Town AttorneySenior Assistant Town Attorney Human Resources, continuedFinanceLegal ---- 2.00 1.001.001.001.001.001.001.001.001.002.001.001.001.001.001.001.003.001.001.003.00 9.00 21.00 2024 Adopted ---- 2.00 1.001.001.001.001.001.001.001.001.002.001.001.001.001.001.001.002.001.001.003.00 9.00 20.00 2023 Estimated 00 ------ 2.00 2.001.001.001.001.001.001.1.002.002.001.001.001.001.002.001.001.003.00 9.00 20.00 2023 Adopted -------- 2.00 2.001.001.001.001.001.001.002.002.001.001.001.001.002.001.003.00 9.00 18.00 2022 Actual ------ 2.00 1.001.001.001.001.001.001.001.002.001.001.001.001.001.001.002.001.003.00 9.00 18.00 2022 Adopted --------- 2.00 1.001.001.001.000.501.002.001.001.001.001.001.001.001.002.00 7.50 14.00 2021 Actual 184 --------- 1.001.001.001.000.501.002.001.001.001.001.001.001.002.002.001.00 7.50 14.00 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Total Legal Department Assistant Town AttorneyAssociate Town AttorneyParalegalSenior Legal AssistantLegal AssistantLegal Document SpecialistLegal ClerkAdministrative AssistantTechnology Services DirectorTechnology Services Deputy DirectorTechnology ManagerTechnology SupervisorSenior Network AdministratorNetwork AdministratorDatabase AdministratorSenior Software DeveloperSoftware DeveloperSenior GIS AnalystGIS AnalystTechnology AnalystTechnology Support SupervisorTechnology Support Specialist IITechnology Support Specialist IAsset Systems Manager Assets Coordinator Total Technology Services Legal, continuedTechnology Services --- 2.00 1.001.001.000.501.001.001.001.001.001.001.003.601.001.001.001.001.002.001.00 3.50 10.60 2024 Adopted --- 2.00 1.001.001.000.501.001.001.001.001.001.001.003.601.001.001.001.001.002.001.00 3.50 10.60 2023 Estimated --- 1.001.001.000.501.001.001.001.001.001.001.003.601.001.001.001.001.002.001.002.00 3.50 10.60 2023 Adopted --- 1.001.001.000.501.001.001.001.001.001.001.003.001.001.001.001.001.002.001.002.00 3.50 10.00 2022 Actual --- 1.001.001.000.501.001.001.001.001.001.001.003.001.001.001.001.001.002.001.002.00 3.50 10.00 2022 Adopted -- 1.001.001.000.501.001.001.001.001.001.001.003.001.001.001.001.001.001.002.001.002.00 3.50 10.00 2021 Actual 185 -- 1.001.001.000.501.001.001.001.001.001.001.003.001.001.001.001.001.001.002.001.002.00 3.50 10.00 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Total Office Economic & Tourism Development Director of Economic &Tourism DevelopmentTourism & Marketing ManagerEconomic Development SpecialistGraphics DesignerVisual Communications DesignerCommunity & Neighborhood Services DirectorCommunity Outreach CoordinatorHousing Rehabilitation SpecialistExecutive Assistant Code Enforcement Division Chief Code Enforcement & Animal Control OfficerCode Enforcement Officer IICode Enforcement Officer I Animal Services Division Animal Control Officer Total Community & Neighborhood Services Development Services Administration Development Services DirectorBusiness Process SupervisorDevelopm ent Services AnalystExecutive Assistant Building Safety Chief Building OfficialAssistant Building OfficialChief Building InspectorSenior Plans ExaminerPlans Examiner Building Inspector II Office of Economic & Tourism DevelopmentCommunity & Neighborhood ServicesDevelopment Services ------- 3.003.001.001.001.001.001.003.001.001.001.001.001.001.005.001.001.002.004.00 15.0078.00 36.00 2024 Adopted 00 ------- 3.003.001.001.001.001.001.003.001.001.001.1.001.001.005.001.001.002.004.00 15.0073.00 36.00 2023 Estimated 00 -------- 3.003.001.001.001.001.003.001.001.001.001.001.001.005.001.001.002.004.00 15.73.00 35.00 2023 Adopted --------- 3.003.001.001.001.002.001.001.001.001.001.001.005.001.001.002.004.00 14.0070.00 33.00 2022 Actual -------- 2.001.002.001.001.001.002.001.001.001.001.001.001.005.001.001.001.003.00 14.0070.00 31.00 2022 Adopted ---------- 2.002.001.001.001.001.002.001.001.001.001.005.001.001.001.003.00 13.0066.00 30.00 2021 Actual 186 ---------- 2.002.001.001.001.001.002.001.001.001.001.005.001.001.001.003.00 13.0066.00 30.00 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Building Inspector I Permit ClerkDevelopment CoordinatorPermit Technician Engineering Development Services Deputy DirectorTown EngineerFloodplain ManagerEngineering Deputy DirectorCivil EngineerEnvironmental Project ManagerEnvironmental SpecialistEngineering SpecialistDevelopment Engineering Division ManagerDevelopment CoordinatorReal Property ManagerReal Property CoordinatorSenior Executive Assistant Planning Planning ManagerDevelopment CoordinatorPrincipal PlannerSenior PlannerBusiness Process Supervisor Total Development Services Department Chief of PoliceDeputy Chief of PolicePolice CaptainPolice LieutenantPolice SergeantPolice Officer Development Services, continuedPolice - -- 2.004.001.001.001.001.003.001.00 7.001.002.001.003.001.001.001.001.001.001.001.001.002.001.001.00 13.00 14.00 139.00 2024 Adopted 00 - --- 2.004.001.001.001.001.003.001.00 7.001.002.001.3.001.001.001.001.001.001.001.002.001.001.00 13.00 14.00 133.00 2023 Estimated - --- 2.004.001.001.001.001.003.001.00 7.001.002.001.003.001.001.001.001.001.001.001.002.001.001.00 13.00 14.00 133.00 2023 Adopted - --- 2.004.001.001.001.001.001.003.001.00 5.001.002.003.001.001.001.001.001.001.001.002.001.001.00 13.00 14.00 127.00 2022 Actual - -- 4.001.001.001.001.001.003.001.00 5.001.001.002.002.003.001.001.001.001.001.001.001.002.001.001.00 13.00 14.00 127.00 2022 Adopted 00 - -- 4.001.001.001.001.001.003.001.00 5.001.001.001.002.003.001.001.001.001.001.001.001.2.001.001.00 13.00 14.00 121.00 2021 Actual 187 - -- 4.001.001.001.001.003.001.00 5.001.001.001.002.003.001.001.001.001.001.001.001.002.001.001.001.00 13.00 14.00 121.00 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Police Records ClerkCrime Scene Property & Evidence SupervisorProperty & Evidence Records ClerkCrime AnalystSenior Crime Analyst Total Police Department Courtroom SpecialistCourt ClerkSenior Court Clerk Total Courts Police DetectivePolice Records SupervisorPolice Telecommunications ManagerPolice Telecommunications SupervisorDispatcherPolice Records Specialist Crime Scene SpecialistAdministrative SupervisorAsset Management SpecialistCustomer Service RepresentativeCustomer Service ClerkAdministrative AssistantTown MagistrateCourt Operations SpecialistCourt AdministratorCourt Probation MonitorCourt Security OfficerCourt Collections SpecialistCourt SupervisorSenior Courtroom Specialist Police, continuedCourts - ----- 1.001.002.001.003.00 1.001.001.001.001.001.001.001.002.001.001.001.001.001.001.005.001.004.001.001.00 2024 Adopted 00 - ------ 1.001.002.001.003.00 1.001.001.001.001.001.001.002.001.001.001.001.001.001.005.1.004.001.001.00 2023 Estimated - ------- 1.002.001.003.005.00 1.001.001.001.001.002.002.001.001.001.001.001.001.001.001.004.001.001.00 2023 Adopted -- ------ 1.002.001.003.005.00 1.001.001.001.001.001.002.001.001.001.001.001.001.001.001.004.001.001.00 2022 Actual -- ------ 1.001.003.003.00 1.001.001.001.001.001.002.001.001.001.001.001.001.001.001.004.004.001.001.00 2022 Adopted -- ----- 1.001.003.007.00 1.001.001.001.001.001.002.001.001.001.001.001.001.001.002.004.001.001.001.001.00 2021 Actual 188 -- ----- 1.001.003.007.00 1.001.001.001.001.001.002.001.001.001.001.001.001.001.002.004.001.001.001.001.00 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Business Process AnalystEquipment Operator IIEquipment Operator IMaintenance Associate IIIPublic Works Maintenance Associate III Public Works Administration Public Works DirectorPublic Works Deputy DirectorTraffic ManagerExecutive AssistantAdministrative Assistant Fleet Division SuperintendentPublic Works SupervisorLead Fleet TechnicianFleet Technician II Fleet Technician IEquipment Mechanic Streets Division SuperintendentTraffic Technician III Traffic Technician II Traffic Technician ISigns & Markings TechnicianSigns & Marking SpecialistPublic Works SupervisorMaintenance Associate IIPublic Works Maintenance Associate IIMaintenance Associate IPublic Works Maintenance Associate IEngineering AideSenior Engineering SpecialistEngineering SpecialistAssets Coordinator Public Works - ---- 1.001.00 1.001.002.001.002.001.004.002.004.001.004.001.001.001.002.001.001.001.001.001.00 62.00 2024 Adopted - ----- 1.001.00 1.001.002.001.002.001.003.002.004.001.004.001.001.001.002.001.001.001.001.00 60.00 2023 Estimated -- ---- 1.00 1.001.002.003.001.001.003.001.002.004.001.004.001.001.001.002.001.001.001.001.00 61.00 2023 Adopted --- ---- 1.00 1.001.002.003.001.001.003.002.003.001.003.001.001.001.002.001.001.001.001.00 57.00 2022 Actual - ------- 1.001.00 1.001.002.003.001.001.003.002.003.001.003.001.001.001.002.001.001.00 57.00 2022 Adopted - -------- 1.001.001.00 1.001.002.002.001.002.003.001.003.001.001.001.001.001.001.00 56.00 2021 Actual 189 - -------- 1.001.001.00 1.001.002.002.001.002.003.001.003.001.001.001.001.001.001.00 56.00 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Custodian IIReal Property Coordinator Facilities Division SuperintendentPublic Works SupervisorFacilities TradesmanFacilities Technician IIFacilities SpecialistFacilities Technician ILead CustodianCustodian ICustodian Capital Improvement Program Town EngineerCIP Engineering Division ManagerProject ManagerCIP Process AnalystConstruction InspectorRight of Way InspectorProject Coordinator - CIP Total Public Works Department Parks & Recreation Administration Parks and Recreation DirectorParks and Recreation Deputy DirectorExecutive AssistantSuperintendentBusiness Process ManagerBusiness Process SupervisorRecreation Supervisor (Special Events)Recreation Division SuperintendentRecreation Supervisor Public Works, continuedParks & Recreation -------- 1.001.004.003.005.005.001.001.001.001.002.001.002.001.001.002.00 17.00 58.00 2024 Adopted 00 ------- 1.001.004.003.004.005.1.001.001.001.002.001.001.001.001.001.001.00 17.00 55.00 2023 Estimated -------- 1.001.004.003.004.007.001.001.001.002.001.001.001.001.001.001.00 16.00 55.00 2023 Adopted -------- 1.001.004.002.004.007.001.001.001.002.001.001.001.001.001.001.00 15.00 53.00 2022 Actual -------- 1.001.004.002.004.007.001.001.001.002.001.001.001.001.001.001.00 15.00 52.00 2022 Adopted --------- 1.001.003.002.001.004.005.001.001.002.001.001.001.001.001.00 10.00 42.00 2021 Actual 190 --------- 1.001.003.002.001.004.005.001.001.002.001.001.001.001.001.00 10.00 42.00 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Total Parks Department Recreation Programmer Maintenance Division SuperintendentParks Maintenance SupervisorIrrigation Control SpecialistIrrigation Control TechnicianAssets CoordinatorMaintenance Associate IIIParks and Recreation Maintenance Associate IIIMaintenance Associate IIParks and Recreation Maintenance Associate IIMaintenance Associate IParks and Recreation Maintenance Associate IParks Project Specialist Aquatics Division Aquatic Maintenance TechnicianRecreation SupervisorRecreation Programmer Special Interests Division Customer Service RepresentativeRecreation SupervisorRecreation Programmer Outdoor Division Recreation SupervisorRecreation ProgrammerMaintenance Associate IIIParks and Recreation Maintenance Associate IIIMaintenance Associate IParks and Recreation Maintenance Associate I Parks & Recreation, continued ------- 1.001.001.001.001.001.001.001.001.002.002.001.001.002.006.002.002.001.003.001.001.001.001.00 35.00 2024 Adopted ------- 1.001.001.001.001.001.001.001.001.002.001.001.001.002.006.002.002.001.003.001.001.001.001.00 34.00 2023 Estimated -------- 1.001.001.001.001.001.001.001.003.001.001.001.002.006.002.002.001.003.001.001.001.001.00 34.00 2023 Adopted --------- 1.001.001.001.001.001.001.001.002.001.001.002.007.002.001.001.002.601.001.001.001.00 31.60 2022 Actual 00 ---------- 1.001.001.001.001.001.001.001.002.001.001.002.007.002.002.2.601.001.001.001.00 31.60 2022 Adopted ---------- 1.001.001.001.001.001.001.002.001.001.002.007.001.001.002.601.001.001.001.001.00 29.60 2021 Actual 191 ---------- 1.001.001.001.001.001.001.002.001.001.002.007.001.001.002.601.001.001.001.001.00 29.60 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Water DirectorWater Deputy DirectorWater Business Services CoordinatorWater Business Services SupervisorWater Business Services AnalystBusiness Financial ManagerWater Distribution SupervisorWater Production SupervisorWater Resource CoordinatorWater Resources AdministratorWater Quality SupervisorChief Water Quality OperatorWater Quality SpecialistWater Quality TechnicianWater Construction InspectorWater Conservation SpecialistWater Conservation AnalystFacilities TradesmanWater Operator IIIWater Operator II Water Operator I Civil EngineerCIP Engineering Division ManagerWater Engineering ManagerWater Billing SpecialistSCADA AdministratorWater Technology Support Specialist IIAssets CoordinatorExecutive Assistant Water Operations Manager Total Water Department Water Department - 1.001.00 1.001.003.001.001.001.001.001.00 8.004.00 44.10 4 2024 Adopted - 1.001.00 1.001.003.001.001.001.001.001.00 8.004.00 29.60 4 2023 Estimated 00 - 1.001.00 1.001.003.001.001.001.001.1.00 8.004.00 29.60 4 2023 Adopted -- 1.001.00 1.001.002.001.001.001.001.00 7.003.00 03.35 4 2022 Actual -- 1.001.00 1.001.002.001.001.001.001.00 7.003.00 01.35 4 2022 Adopted -- 1.001.00 1.001.002.001.001.001.001.00 7.003.00 376.35 2021 Actual 192 -- 1.001.00 1.001.002.001.001.001.001.00 7.003.00 376.35 2021 Adopted FISCAL YEAR 2023-2024 ADOPTED AUTHORIZED POSITION SCHEDULE Associate Water Reclamation Mechanic Total Water Reclamation DepartmentTotal Airport Operations Water Reclamation Operations ManagerChief Water Reclamation OperatorWater Reclamation Operator IIWater Reclamation Operator IWater Reclamation MechanicAirport DirectorAirport ManagerAirport Operations SupervisorAdministrative AssistantMaintenance Associate III Water Reclamation DepartmentAirport Operations TOTAL TOWN AUTHORIZED POSITIONS 193 194 195 196 197 198 199 200 201 202 203 204 205 Town of Marana Table of Contents Fiscal year 2024 Resolution for the adoption of the budget Schedule A—Summary Schedule of estimated revenues and expenditures/expenses Schedule B—Tax levy and tax rate information Schedule C—Revenues other than property taxes Schedule D—Other financing sources/(uses) and interfund transfers Schedule E—Expenditures/expenses by fund Schedule F—Expenditures/expenses by department (as applicable) Schedule G—Full-time employees and personnel compensation 3/22 Arizona Auditor GeneralOfficial City/Town Budget Forms 206 207 208 000000 2,435,494 79,123,04314,729,91014,729,91017,446,624 233,493,137124,678,648207,419,633175,681,277447,212,823336,261,198 Total all funds 0000 Official City/Town Budget Forms 261,198261,198261,198 5,289,9505,704,7722,169,7385,696,1687,865,9065,696,168 2024 336, 336, 336, Funds Internal Service $ $ $ 0 8,169,4748,128,979 56,594,94119,485,82634,203,71928,202,37921,273,04383,719,63669,386,635 233,493,137233,493,137233,493,137 2023 Available Enterprise Funds $ $ $ 0000000000 Permanent Fund Funds 0 260,625100,000 2,083,950 Fund 71,440,28014,671,54358,624,22359,846,14253,000,000 169,747,040155,743,417 Capital Projects 00 7,302,9862,174,8692,207,0594,850,0006,360,436 16,411,82216,498,92222,895,35015,356,954 Debt Service Fund 209 Schedule A 000 Fiscal year 2024 Town of Marana 100,000 7,398,5569,943,033 10,487,96811,530,10521,573,13813,051,469 Fund Special Revenue 0000 4,516,981 73,268,17660,919,02993,588,86269,786,49617,446,62477,026,555 141,411,753 r from Schedule E. General Fund Expenditure limitation comparisonBudgeted expenditures/expensesAdd/subtract: estimated net reconciling itemsBudgeted expenditures/expenses adjusted for reconciling itemsLess: estimated exclusionsAmount subject to the expenditure limitationEEC expenditure limitation Summary Schedule of estimated revenues and expenditures/expenses 123456789123456 101213 11 SchE EEB BCDDDD Adopted/adjusted budgeted expenditures/expenses* Actual expenditures/expenses** Beginning fund balance/(deficit) or net position/(deficit) at July 1*** Primary property tax levySecondary property tax levyEstimated revenues other than property taxes Other financing sources Other financing (uses) Interfund transfers in Interfund Transfers (out) Line 11: Reduction for fund balance reserved for future budget year expenditures Maintained for future debt retirement Maintained for future capital projects Maintained for future financial stability Maintained for future retirement contributionsTotal financial resources availableBudgeted expenditures/expensesThe city/town does not levy property taxes and does not have special assessment districts for which property taxes are levied. Therefore, Schedule B has been omitted.Includes expenditure/expense adjustments approved in the current yeaIncludes actual amounts as of the date the proposed budget was prepared, adjusted for estimated activity for the remainder of the fiscal year.Amounts on this line represent beginning fund balance/(deficit) or net position/(deficit) amounts except for nonspendable amounts (e.g., prepaids and inventories) or amounts legally or contractually required to be maintained intact (e.g., principal of a permanent fund). * ** *** year 2024 202320232024202420242024202420242024202420242024 Fiscal X1A0T 3/22 Arizona Auditor General Town of Marana X2A0T Tax levy and tax rate information Fiscal year 2024 20232024 1.Maximum allowable primary property tax levy. A.R.S. §42-17051(A) $$ 2. Amount received from primary property taxation in the current year in excess of the sum of that year's maximum allowable primary property tax levy. A.R.S. §42-17102(A)(18) $ 3.Property tax levy amounts A.Primary property taxes$$ Property tax judgment B.Secondary property taxes 2,086,0102,435,494 Property tax judgment C.Total property tax levy amounts$2,086,010$2,435,494 4.Property taxes collected* A.Primary property taxes (1)Current year's levy $ (2)Prior years’ levies (3)Total primary property taxes$ B.Secondary property taxes (1)Current year's levy $2,054,993 (2)Prior years’ levies 13,676 (3)Total secondary property taxes$2,068,669 C.Total property taxes collected$2,068,669 5.Property tax rates A.City/Town tax rate (1)Primary property tax rate Property tax judgment (2)Secondary property tax rate 2.80002.8000 Property tax judgment (3)Total city/town tax rate 2.80002.8000 B. Special assessment district tax rates Secondary property tax rates—As of the date the proposed budget was prepared, the city/town was operatingthreespecial assessment districts for which secondary property taxes are levied. For information pertaining to these special assessment districts and their tax rates, please contact the city/town. *Includes actual property taxes collected as of the date the proposed budget was prepared, plus estimated property tax collections for the remainder of the fiscal year. 210 3/22 Arizona Auditor GeneralSchedule BOfficial City/Town Budget Forms Town of Marana X3A0T Revenues other than property taxes Fiscal Year 2024 Estimated Estimated revenuesActual revenues*revenues Source of revenues 202320232024 General Fund Local taxes Sales taxes$36,215,052$41,886,312$35,123,831 Licenses and permits Building and development fees7,526,5006,058,2493,516,000 Business and license fees145,000146,592145,000 Animal fees86,50075,28581,500 Franchise fees575,000595,168575,000 Host fees300,000314,919300,000 Intergovernmental State shared sales taxes7,429,8498,048,3178,263,841 Urban revenue sharing10,018,69510,413,66714,720,978 Auto lieu2,700,1922,784,3182,960,801 Federal - ARPA8,187,523 Charges for services Charges for services807,000812,234823,000 Fines and forfeits Court fines and fees391,500332,395389,500 Interest on investments Interest150,0004,280,3442,000,000 Contributions Voluntary contributions154,100271,199146,100 Miscellaneous Other miscellaneous626,871560,411740,945 Total General Fund$75,313,782$76,579,410$69,786,496 *Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared, plus estimated revenues for the remainder of the fiscal year. Special revenue funds Community development block grants$180,000$65,380$260,000 Affordable housing revolving10,00012,9272,000 Other grants and contributions3,057,1491,571,8263,057,149 RICO20,00016,17120,000 $3,267,149$1,666,304$3,339,149 Impound$16,000$11,700$11,600 Bed tax1,338,1581,833,7251,450,000 Local JCEF8,0006,4688,000 Fill the GAP4,5002,6764,500 $1,366,658$1,854,569$1,474,100 Local technology enhancement$50,000$29,756$50,000 Highway user revenue4,807,6294,985,5205,079,784 $4,857,629$5,015,276$5,129,784 Total special revenue funds$9,491,436$8,536,149$9,943,033 *Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared, plus estimated revenues for the remainder of the fiscal year. 211 3/22 Arizona Auditor GeneralSchedule COfficial City/Town Budget Forms Town of Marana X3A0T Revenues other than property taxes Fiscal Year 2024 Estimated Estimated revenuesActual revenues*revenues Source of revenues 202320232024 Debt service funds Tangerine farms road improvement district$2,020,059$ 2,014,725 $2,020,059 Gladden farms CFD debt Gladden farms II CFD debt187,000 Saguaro springs CFD debt $2,020,059$2,014,725$2,207,059 Total debt service funds$2,020,059$2,014,725$2,207,059 Capital projects funds Transportation$6,800,000$13,933,279$4,200,000 Half cent sales tax6,000,0007,480,4726,561,367 Impact fee funds3,329,7805,197,8981,545,684 Other capital projects8,538,5331,574,75723,878,438 $24,668,313$28,186,406$36,185,489 Downtown reinvestment$228,500$504,395$456,500 Regional transportation authority7,300,00039,07313,431,903 Pima association of governments757,7519,772,250 $8,286,251$543,468$23,660,653 Total capital projects funds$32,954,564$28,729,874$59,846,142 *Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared, plus estimated revenues for the remainder of the fiscal year. Permanent funds $$$ Total permanent funds$$$ Enterprise funds Water utility$18,364,741$14,866,424$15,145,285 Airport5,385,5681,711,6797,376,814 Water reclamation utility7,003,3405,736,2485,680,280 $30,753,649$22,314,351$28,202,379 Total enterprise funds$30,753,649$22,314,351$28,202,379 *Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared, plus estimated revenues for the remainder of the fiscal year. Internal service funds Health benefits$4,937,950$5,173,850$5,344,168 Dental benefits352,000334,485352,000 $5,289,950$5,508,335$5,696,168 Total internal service funds$5,289,950$5,508,335$5,696,168 Total all funds$155,823,440$143,682,844$175,681,277 * Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared, plus estimated revenues for the remainder of the fiscal year. 212 3/22 Arizona Auditor GeneralSchedule COfficial City/Town Budget Forms Town of Marana X4A0T Other financing sources/(uses) and interfund transfers Fiscal year 2024 Other financingInterfund transfers 20242024 FundSources(Uses)In(Out) General Fund Other grants and contributions$$$$100,000 2013 debt service1,259,000 2014 debt service663,436 2017 debt service547,300 Airport960,871 Water utility986,374 Water reclamation utility $$$$4,516,981 Total General Fund Special revenue funds Other grants and contibutions$$$100,000$ $$$100,000$ Total special revenue funds Debt service funds 2013 debt service$$$3,065,750$ 2014 debt service663,436 2017 debt service2,631,250 Saguaro springs CFD4,850,000 $4,850,000$$6,360,436$ Total debt service funds Capital projects funds Transportation$$$100,000$860,419 Impact fees1,223,531 Half cent sales tax53,000,000 $53,000,000$$100,000$2,083,950 Total capital projects funds Permanent funds $$$$ $$$$ Total permanent funds Enterprise funds Airport$$$960,871$ Water utility21,273,0434,361,9584,683,494 Water reclamation utility2,846,6453,445,485 $21,273,043$$8,169,474$8,128,979 Total enterprise funds Internal service funds $$$$ $$$$ Total Internal Service Funds $79,123,043$$14,729,910$14,729,910 Total all funds 213 3/22 Arizona Auditor GeneralSchedule DOfficial City/Town Budget Forms Town of Marana X5A0T Expenditures/expenses by fund Fiscal year 2024 AdoptedExpenditure/ budgeted expense Actual Budgeted expenditures/adjustments expenditures/expenditures/ expensesapproved expenses*expenses Fund/Department2023202320232024 General Fund Non-departmental$3,554,741$$3,385,323$3,925,801 Mayor and council365,991328,155387,745 Town manager1,794,483105,0001,685,5791,600,517 Town clerk643,116485,757570,215 Human resources1,373,076192,3691,370,4891,772,626 Finance2,040,118(192,369)1,597,5981,898,127 Legal1,204,3851,099,8351,244,565 Technology services4,405,011750,0003,737,9285,889,155 Economic development and tourism315,461316,355326,774 Development services4,365,603(105,000)3,447,7594,559,388 Police24,274,975585,00024,044,72921,631,429 Courts1,248,1151,191,5661,326,710 Public works7,075,536190,0005,780,9578,354,401 Parks and recreation7,158,378(160,000)6,503,2737,593,941 Community development1,302,8241,326,9431,319,486 Capital outlay7,146,3634,616,7839,625,675 Contingency5,000,000(1,365,000)5,000,000 Total General Fund$73,268,176$$60,919,029$77,026,555 Special revenue funds Highway user revenue$5,358,694$$4,355,081$6,765,028 Revolving affordable housing87,4352,593105,000 Local JCEF131,8053,831131,805 Fill the GAP34,50034,500 Local technology78,00022,58378,000 Community development block grants180,00065,380260,000 Bed tax1,338,1581,153,6201,950,000 Other grants and contributions3,157,1491,736,1643,580,336 RICO87,50038,177121,800 Impound fees34,72721,12725,000 Total special revenue funds$10,487,968$$7,398,556$13,051,469 Debt service funds Series 2013 debt$3,030,300$$3,030,300$3,016,125 Series 2014 debt794,337794,337651,201 Series 2017 debt2,580,5002,580,5002,580,125 Tangerine farms ID debt2,020,0592,068,2312,333,819 Gladden farms CFD debt779,357780,006777,557 Galdden farms, Phase II CFD debt6,532,4946,607,998608,477 Saguaro springs CFD debt674,775637,5505,389,650 Total debt service funds$16,411,822$$16,498,922$15,356,954 214 3/22 Arizona Auditor GeneralSchedule EOfficial City/Town Budget Forms Town of Marana X5A0T Expenditures/expenses by fund Fiscal year 2024 AdoptedExpenditure/ budgeted expense Actual Budgeted expenditures/adjustments expenditures/expenditures/ expensesapproved expenses*expenses Fund/Department2023202320232024 Capital projects funds Transportation$26,104,856$$7,983,773$28,793,914 Impact fee funds14,370,0411,178,34113,359,676 Other capital projects8,821,182600,0001,245,13025,144,227 Downtown reinvestment638,70045,941425,000 Pima association of governments757,7519,772,250 Regional tranportation authority7,300,000(600,000)39,07313,431,903 Half cent sale tax fund12,000,0004,175,01063,170,697 Gladden farms CFD1,028,5001,5001,128,500 Galdden farms, Phase II CFD54,7501,37552,750 Saguaro springs CFD364,5001,400464,500 Total capital projects funds$71,440,280$$14,671,543$155,743,417 Permanent funds $$$$ Total permanent funds$$$$ Enterprise funds Water utility$37,378,527$$13,930,527$39,059,108 Airport6,170,8591,788,5718,337,685 Water reclamation utility13,045,5553,766,72821,989,842 Total enterprise funds$56,594,941$$19,485,826$69,386,635 Internal service funds Health benefits$4,937,950$$5,433,218$5,344,168 Dental benefits352,000271,554352,000 Total internal service funds$5,289,950$$5,704,772$5,696,168 $233,493,137$$124,678,648$336,261,198 Total all funds *Includes actual expenditures/expenses recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared, plus estimated expenditures/expenses for the remainder of the fiscal year. 215 3/22 Arizona Auditor GeneralSchedule EOfficial City/Town Budget Forms Town of Marana X6A0T Expenditures/expenses by department Fiscal year 2024 AdoptedExpenditure/ budgeted expense Actual Budgeted expenditures/adjustments expenditures/expenditures/ expensesapproved expenses*expenses 2023202320232024 Department/Fund Economic development and tourism General fund$315,461$$316,355$326,774 Bed tax fund561,333376,7951,139,816 Department total$876,794$$693,150$1,466,590 List department: Police: General fund$25,308,683$$24,044,729$22,530,049 Grants and contributions1,768,4561,636,1641,190,336 RICO87,50038,177121,800 Impound fees34,72721,12725,000 Department total$27,199,366$$25,740,197$23,867,185 List department: Court: General fund$1,248,115$$1,191,566$1,326,710 Local JCEF131,8053,831131,805 Fill the GAP34,50034,500 Local tech enhancement78,00022,58378,000 Department total$1,492,420$$1,217,980$1,571,015 List department: Public works: General fund$9,927,376$$5,780,957$11,314,661 Highway user revenue fund4,834,6443,802,4126,162,888 Department total$14,762,020$$9,583,369$17,477,549 List department: Parks and recreation: General fund$8,390,053$$6,503,273$8,617,693 Highway user revenue fund524,050552,669482,150 Department total$8,914,103$$7,055,942$9,099,843 List department: Community development: General fund$1,302,824$$1,326,943$1,319,486 CDBG180,00065,380260,000 Revolving affordable housing87,4352,593105,000 Department total$1,570,259$$1,394,916$1,684,486 Includes actual expenditures/expenses recognized on the modified accrual or accrual basis as of the date the * proposed budget was prepared, plus estimated expenditures/expenses for the remainder of the fiscal year. 216 3/22 Arizona Auditor GeneralSchedule FOfficial City/Town Budget Forms 161,953161,953324,362780,944 3,544,0614,649,367 44,101,90048,913,220 2024 personnel compensation Total estimated $$$$$$ 9,0859,085 Official City/Towns Budget Forms 26,74954,142 232,772313,663 2,975,9463,298,694 2024 costs Other benefit $$$$$$ 23,98823,98855,525 445,001115,201615,727 5,213,3695,853,084 2024 Healthcare costs $$$$$$ 13,88713,88725,27761,307 302,262388,846 6,723,7997,126,532 2024 Retirement costs 217 $$$$$$ Schedule G Town of MaranaFiscal year 2024 114,993114,993216,811550,294 2,564,0263,331,131 29,188,78632,634,910 2024 and hourly costs Employee salaries $$$$$$ Full-time employees and personnel compensation 1.501.504.008.00 35.0047.00 444.10 395.60 2024 Full-time equivalent (FTE) Total all funds Fund Total enterprise funds Total special revenue funds Bed taxWater utilityAirportWater reclamation utility General FundSpecial revenue fundsEnterprise funds X7A0T 3/22 Arizona Auditor General SUMMARY OF FUND ACCOUNTING STRUCTURE The Town of Maranauses fund accounting to track revenues and expenditures. The operations of each fund are accounted for with a separate set of self-balancing accounts that comprise assets, liabilities, fund balance (equity), and revenues and expenses, as appropriate. Government resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. Budgetary accounting is reflected within two major fund groups: Governmental funds and Proprietary funds. Different fund typesare found within each of these two classifications. Town of Marana Budgeted Funds Proprietary Funds Governmental Funds Used to account for the Town’s ongoing Used to account for general government operations organizations and activities that are similar to and include the General Fund, Debt Service funds, businesses found in the private sector. These funds Special Revenue funds, and Capital Projects funds. are considered self-supporting in that the services rendered by them are generally financed through user charges or on a cost reimbursement basis. Enterprise Funds General Fund The General Fund includes all sources of revenue the These funds are used for services provided to the public Town receives that are not designated for a specific on a user charge basis, similar to the operation of a purpose or required to be accounted for in another commercial enterprise. Water and sewage utilities are fund. General Fund revenue may be used by the Town common examples of government enterprises. The Council for any legal public purpose. The General Fund Town of Marana has enterprise funds for water, water finances the basic operationof the Town, such as reclamationand the airport departments. public safety, parks &recreation, municipal court, administration, and development services. Most Town Internal Service Funds departments receive at least some support from the Thesefunds are used for operations serving other funds General Fund. or departments within a government on a cost- reimbursement basis. The Town has internal service Special Revenue Funds funds for self-insured health and dental benefits. This fund type is used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for a specific purpose. The largest special revenue funds for the Town of Marana include the Highway User Revenue Fund (HURF) and grant funds. Capital Projects Funds This fund type accounts for revenue received to pay for infrastructure improvements, acquisition or development of major capital equipment and structures. The financing sources of these projects are usually provided by transfers from other funds, bond issue proceeds,intergovernmental revenues or grants. Debt Service Funds This fund type is used to account for the long-term payment of principal and interest on long-term debt, such as general obligation bonds, revenue bonds, etc. 218 GLOSSARY OF TERMS The Town of Marana’s Annual Budget is structured to be understandable and meaningful to the general public and organizational users. With this in mind, this glossary is provided as a tool to assist those who are unfamiliar with budgeting terms or terms specific to Marana’s budgeting process. Accrual Basis: A basis of accounting in which Bond: A Town issued debt instrument to repay the transactions are recognized at the time they are specific amount of the money (the face value of the incurred, as opposed to when cash is received or bond) on the designated maturity dates with spent. accrued interest. Bonds are used primarily to finance capital projects and are a promise to pay. Adopted Budget: A formal action taken by the Town Council that sets the spending limits for the fiscal Budget: A detailed plan with dollar amounts. year. Budget Calendar: The schedule of key dates in ADOT: Arizona Department of Transportation. ADOT preparation, adoption and administration of the is an Arizona state government agency charged budget. with managing the state's highway system and is also involved with public transportation and municipal Budget Message: The opening section of the budget airports. document from the Town Manager which provides a general summary of highlighting the most Annual Comprehensive Financial Report (ACFR): The important aspects of the budget, changes from the official annual report for the Town prepared in previous fiscal year, key issues impacting the budget accordance with Generally Accepted Accounting and recommendations regarding the financial Principles (GAAP) and in conformance with policy for the upcoming period. standards of financial reporting as established by the Governmental Accounting Standards Board (GASB) Capital Improvement: Includes any expenditure using guidelines recommended by the Government over $100,000 for repair and replacement of existing Finance Officers Association (GFOA). The ACFR infrastructure as well as development of new includes financial statements and analysis, along facilities to accommodate future growth. with statistical data on financial, nonfinancial, and demographic trends. It is also used by bond rating Capital Outlay: Purchase of an asset with a value agencies, such as Moody’s, Standard & Poor’s, and greater than $1,000 that is intended to continue to Fitch, to determine credit risk, and thus interest rates, be held or used for a period greater than five years. for bonds issued by the Town. Capital Outlay can be land, buildings, machinery, vehicles, furniture and other equipment. Appropriation: Authorization by the Town Council which permits the Town to incur obligations to make Capitalized Labor: All direct costs of labor that can expenditures for a specific purpose. be identified or associated with and are properly allocable to the construction, modification, or Audit: An examination of financial records and installation of specific items of capital assets and, as reporting activities to review accuracy and such, can thereby be written down over time via a representation of financial activities and claims. An depreciation or amortization schedule as audit may be conducted for disclosure, capitalized costs. compliance, taxation, legal or other purposes. Carry-Over/Carry-Forward: Year-end savings that Balanced Budget: A budget in which recurring can be carried forward to cover expenses of the revenues equal recurring expenditures. next fiscal year. These funds also pay for encumbrances from the prior year. 219 Cash Basis: A basis of accounting in which the intent of the governing body is that the costs of transactions are recognized only when cash is providing goods or services to the general public on increased or decreased. a continuing basis be financed or recovered primarily through user charges or (b) where the Central Arizona Project (CAP): Designed to bring governing body has decided that periodic about 1.5 million acre-feet of Colorado River water determination of revenues earned, expenses per year to Pima, Pinal and Maricopa counties by incurred, and/or net income is appropriate for means of wastewater treatment. capital maintenance, public policy, management control, accountability, or other purposes. Community Development Block Grant (CDBG): Federal Grant Funds provided on an annual basis to Executive Team: Top level management in the Town support specific programs identified by Council. that are pulled together to focus on the Town’s mission, direction and organizational changes CMID: Cortaro-Marana Irrigation District. A political needed as defined by the General and Strategic subdivision that serves the agricultural irrigation plans or guidance from the Town Council. needs of the Marana, Avra Valley and Cortaro communities Estimate: Estimate, as used throughout the budget document, represents the projected year-end Contingency: An amount included in the budget balance. that is not designated for a specific purpose. The contingency amount is budgeted for emergencies FAA: Federal Aviation Administration. The FAA and unforeseen events, but must be approved by regulates all civil aviation within the United States. Council prior to its use. . FEMA: Federal Emergency Management Agency CPA: Certified Public Accountant. The CPA is a FEMA’s mission is to support our citizens and first license to provide accounting services to the public. responders to ensure that as a nation we work together to build, sustain, and improve our capability Debt Service Fund: A segregated fund used to to prepare for, protect against, respond to, recover account for the accumulation of resources for, and from, and mitigate all hazards. the payment of, general long-term debt principal and interest. Fees: Charges for specific services. Fees are adopted annually via the Town’s Comprehensive Depreciation: A method of allocating the cost of an Fee Schedule, whose adoption coincides with the asset over its expected useful life. annual budget adoption. Disbursement: The expenditure of money from an Fiscal Year (FY): A 12-month period to which the account. annual operating budget applies and at the end of which a government determines its financial position Employee Benefits: Contributions made by a and the results of its operations. The Town of government to meet commitments or obligations to Marana’s fiscal year is from July 1 through June 30. employees. Included are the government’s share of costs for Social Security, pensions, and medical and Full-Time Equivalent (FTE): A position is converted to disability insurance plans. the decimal equivalent of a full-time position based on 2,080 hours per year. For example, a part-time Encumbrance: The commitment of appropriated clerk working 20 hours per week would be equivalent funds to purchase an item or service. To encumber to 0.50 FTE. funds means to set aside or commit funds for a specified future expenditure. Fund: A system of accounts that segregates all financial transactions for restricted or designated Enterprise Funds: A fund used to account for uses by a government entity. The fund categories operations (a) that are financed and operated in a used within the Town of Marana are the General manner similar to private business enterprises where 220 Fund, Special Revenue Funds, Capital Projects Fund, Internal Service Funds: These funds consist of Debt Service Fund, Enterprise Funds. activities that are business-like in nature. However, customers are internal to government. Examples Fund Balance: An accumulated balance or carry include the health and dental benefit funds. over that occurs when actual revenues exceed actual expenditures.MMC: Marana Municipal Complex. A complex with multiple buildings including the Town of Marana General Fund: The General Fund is used to account town hall. for all financial resources except those accounted for in other funds. The General Fund is the Town’s MOC: Marana Operations Center. A separate principal financing vehicle for general government campus from the MMC located on Ina Road services and is funded largely by development fees approximately 1/3 mile west of I-10. and local and state sales tax revenue. O&M: Operating and maintenance. Goal: An observable and measurable end result having one or more objectives to be achieved within Operating Revenue: Funds that a government a stated timeframe. Goals are the basic planning receives as income to pay for ongoing operations, tools underlying all strategic activities. Along with including taxes, user fees, interest earnings and objectives, they serve as the basis for policy and grants. Operating revenues are used to pay for performance appraisals. recurring, non-capital expenses. Governmental Fund: This fund type is used to Ordinance: An ordinance is a formal legislative account for general government operations and enactment by the governing body of a municipality. encompasses the majority of funds used in a If it is not in conflict with any higher form of law, such municipal government. The types of funds as a state statute or a constitutional provision, it has considered as governmental are the general fund, the full force and effect of law within the boundaries special revenue funds, capital project funds, and of the municipality to which it applies. debt service funds. PAG: Pima Association of Governments. PAG is a Grants: Contributions or gifts of cash or other assets metropolitan planning organization for the greater from another government or private entity to be Tucson region and an association of local, state and used or expended for a specified purpose, activity, tribal governments that works to build consensus or facility. among its members and the public on regional planning for transportation, water quality, air quality Highway Users Revenue Fund (HURF): Funds and economic vitality. allocated by the state to fund the construction and maintenance of the Town’s highway and street Park Improvement Districts: Park Improvement system. This is a major funding source for the Public Districts provide a method to maintain the parks Works Department and provides funds for the within specific areas and charge the cost to the maintenance of the Town’s roads and connecting benefited property with the property tax bill. infrastructure. Per capita: A unit of measure that indicates the Infrastructure: Transportation, communication, amount of some quantity per person in the Town. sewage, water, and electric systems are all a part of the Town’s basic infrastructure. These systems tend to Performance Measures: Indication of levels of be high cost investments. However, they are activity, results of operations or outcomes of needed for the Town to be efficient and productive. operations. Intergovernmental Agreement (IGA): A contract Proprietary Fund: These funds consist of activities between governmental entities as authorized by that are business-like in nature and are considered State law. self-supporting. Examples include Enterprise Funds and Internal Service Funds. 221 PSPRS: Public Safety Personnel Retirement System. A Water Infrastructure Finance Authority (WIFA): An statewide retirement program for Arizona’s public independent agency of the state of Arizona and is safety personnel. authorized to finance the construction, rehabilitation and/or improvement of drinking water, wastewater, Resolution: A special or temporary order of a wastewater reclamation, and other water quality legislative body requiring less legal formality than an facilities/projects. ordinance or statute. Zoning: A specific legal classification of property for Reserve: To set aside a portion of a fund balance to purpose of development. guard against economic downturn or emergencies. Right of Way (ROW): Any sidewalk, planting strip, alley, street, or pathway, improved or unimproved, that is dedicated to public use. The term includes any strip of land over which public facilities such as highways, railroads, or power lines are built. RTA: Regional Transportation Authority. An independent taxing district within Pima County. The RTA oversees delivery of multimodal transportation projects. SCADA: Supervisory Control and Data Acquisition. A network system of computers, software, applications and communication systems used to remotely monitor and collect information on the water and water reclamation facilities and operations. Special Revenue Funds: These funds receive monies from special revenue sources and are earmarked for special purposes. An example of a special revenue fund would be the Highway User Revenue Fund (HURF). State Shared Revenue: Distribution of revenue collected by the State and shared based on established formulae that typically rely on population estimates. System Development Fee (SDF): Fees collected at the time a building permit is issued to pay for the cost of capital improvements required due to growth. Transfers: Movement of cash from one fund to another to reimburse costs or provide financial support. Unified Land Development Code (ULDC): A compilation of Town Codes that govern subdivision and development of lands. 222