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Oro Valley staff report $4.3M shortfall this year; five‑year forecast trims capital and holds reserves

Oro Valley Budget & Finance Commission · March 17, 2026
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Summary

Oro Valley’s midyear unaudited financials show a roughly $4.3 million projected general‑fund shortfall driven by weak construction sales tax; staff presented a conservative five‑year forecast that trims capital projects, preserves a 25% reserve policy and assumes RTA Next approval.

Vice Chair Garland opened the Budget & Finance Commission meeting and staff presented the town’s midyear financial update and a preliminary five‑year fiscal forecast.

Deputy Finance Director Wendy Gomez told commissioners the midyear information is unaudited and that through December 2025 total revenues were about $400,000 higher than the prior year but the town now anticipates “an overall shortfall of about $4,300,000,” primarily because construction sales tax collections underperformed. She said transfers out of the general fund are about $2.8 million higher than last year and that, after accounting for an additional $2 million transfer to capital, the town currently forecasts an ending general‑fund balance near $14.9 million at year end, which remains above the council’s 25% policy by roughly $2 million.

Gomez called out areas of strength: licenses, permits and grants. She noted 51 single‑family…

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