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Oro Valley review of draft 10-year plan spotlights fund reserves and financial reporting

2637875 · March 13, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

In a Feb. 25 community working session on a draft 10-year plan, town staff and participants discussed clarifying the town's financial reporting, the general-fund reserve target, and where and how full fund detail is published for residents.

Oro Valley staff and community members on Feb. 25 discussed changes to the town's draft 10-year plan that would clarify financial reporting practices, including the town's target for its general-fund reserve and where reports on other funds appear.

The town's chief financial officer, Dave Gephart, told the group the town tries to maintain a minimum general-fund ending balance of 30% of expenditures. "It's really our general, ending fund balance. We try to maintain a minimum percentage of 30% of expenditures," Gephart said. Participants asked that the draft language be revised to replace an ambiguous…

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