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HomeMy WebLinkAboutOrdinance 31-26RECORD OF ORDINANCES BARRETT BROTHERS - DAYTON, OHIO. Form 6220S 31-26 Ordinance No; —$_—___. Passed. ADOPTING THE PROPOSED TAX BUDGET FOR FISCAL YEAR 2027 WHEREAS, Section 5705.28 of the Ohio Revised Code requires that City Council adopt a tax budget for the following year on or before July 15; and WHEREAS, Section 5705.30 of the Ohio Revised Code requires the tax budget to be filed with the County Auditor(s), as secretary to the budget | commission(s), on or before July 20; and WHEREAS, the filing of the tax budget with the County Auditor(s) entitles the City to participate in “Local Government Funds” which are monies collected by the State of Ohio and shared with its various political | subdivisions via the County(s). NOW, THEREFORE, BE IT ORDAINED by the Council of the City of Dublin, State of Ohio, _(y_ of the elected members concurring that: Section 1. The proposed 2027 tax budget hereto attached as an Exhibit, be and hereby is approved. Section 2. This ordinance shall take effect on the earliest date permitted under applicable law. Passed this 3% day of une, 2026 LL. @~ A Mayor — Presiding Officer ATTEST: Cd. (bd ce Council 4) To: Members of Dublin City Council From: Megan O’Callaghan, City Manager Date: May 20, 2026 Initiated By: Matt Rubino, CFO/Director of Finance Meghan J. Murray, Deputy Chief Financial Officer Douglas Urbancsik, Budget Manager Re: Ordinance 31-26 – Adopting the Proposed Tax Budget for Fiscal Year 2027 Summary The proposed Tax Budget for the 2027 fiscal year (calendar basis) is submitted for approval in compliance with the budgetary laws governing political subdivisions in the State of Ohio that include pertinent sections of Ohio Revised Code (ORC) Chapter 5705. The Ohio Revised Code mandates adoption of the Tax Budget by a political subdivision (taxing authority) no later than July 15th of each year for the next succeeding calendar year. The approved Tax Budget must be effective prior to filing with the office of the County Auditor and must be filed with the County Auditor (5705.30 ORC) no later than July 20th. The budgetary laws governing political subdivisions in the State of Ohio can be found in Section 5705 of the Ohio Revised Code. The Tax Budget has historically been part of the initial stages of the City’s annual budgeting process and has previously represented the City’s first estimate of its anticipated financial condition, resources, and expenditure needs for the coming year. The primary purpose of the Tax Budget is to set property tax rates and allocate local government fund dollars. The Tax Budget includes the actuals for calendar years 2024 and 2025, a budget projection for calendar year 2026, and an estimate for calendar year 2027. The 2027 Tax Budget is based on the estimated revenue and expenditure figures previously used to calculate the 2026 Operating Budget and 2026-2030 Capital Improvements Program (CIP). The City’s updated revenue estimate for 2026 and revenue projection for 2027 will not be available until later this year, after the mandated filing deadline for this document. This is not an appropriation measure. Adoption of the Tax Budget does not grant any legal spending authority of public funds or commit to any capital improvement projects for the 2027 fiscal year. Once the Tax Budget is adopted, it will be filed with the Delaware and Franklin County Auditors, as they are the secretaries for their respective Budget Commissions. Union County does not require the Tax Budget to be submitted to its County Budget Commission. The City’s eligibility to receive the State’s shared revenue, “local government funds” from Delaware and Franklin Counties, is contingent upon the timely filing ofTax Budget Information. The Franklin County Budget Commission also reviews any property tax levy assessments outside the ten-mill limitation to verify the appropriate millage for those obligations. The Tax Budget Information includes the following columns as marked in the document on Exhibits I through II: Office of the City Manager 5555 Perimeter Drive • Dublin, OH 43017-1090 Phone: 614-410-4400 • Fax: 614-410-4490 Memo Ord. 31-26 – Adopting the Proposed Tax Budget for Fiscal Year 2027 May 20, 2026 2 (1) Description of the revenue or expenditure type. (2) Actual revenue and expenditure figures for calendar year 2024. (3) Actual revenue and expenditure figures for calendar year 2025. (4) This column represents the current year’s information. It includes the 2026 revised budgeted revenue and expenditures, which are based on appropriations approved by City Council (including carry-over 2025 encumbrances), and increases/decreases in estimated resources budgeted through April 2026, and/or information received from the Franklin County Auditor updating real estate tax collection estimates. (5) This column represents the upcoming year 2027. It includes projected budget figures for the 2027 calendar year based on the revenue and expenditure assumptions listed below. Revenue Assumptions: • Income tax projections for 2027 remained consistent with 2026. More analysis of income tax trends will be done prior to the preparation of the 2027 Annual Operating Budget in late summer/early fall. • Revenue (in most cases) remained horizontal in the City’s 2027 Tax Budget projection, although we are seeing a gradual increase in revenues for 2026 in some Departments. Due to the continuing financial influence of the current economic climate, historical-based increases used to complete next year's projections were not necessarily reliable, and the Finance Team has erred on the side of caution. Expenditure Assumptions: • For personal services, the 2027 budget includes a conservatively projected 3% increase, consistent with the assumptions used in prior years. • As of March 2026, the inflationary rate is 3.4%. However, for purposes of this Tax Budget, a 3.0% inflationary rate (in most cases) was applied across various spending categories based on 2025 actual expenditures, or 2026 budgeted expenditures as appropriate. These assumptions were made not only to provide fiscal prudence, but because the compliance requirements for filing the Tax Budget are so early in the year that it is difficult to determine the financial drivers for 2027 at this time. More in-depth review and data analysis will be completed prior to the preparation of the 2027-2031 CIP and the 2027 Annual Operating Budget to provide financial insights into economic conditions and risks projected for next year. Exhibit III is used for all funds that do not derive any revenue from the general property taxes (all funds not included on Exhibits I and II, construction funds, and TIF Funds). Exhibit IV includes supplemental information for the Capital Improvements Program and the City’s debt schedule. The Capital Improvements projection is reflected in the City’s approved 2026-2030 Capital Improvements Program (excluding any expenses to be paid from bond issue), and the debt schedule is based on the projection for calendar year 2026. Property Tax Distribution The Safety Fund, the Parkland Acquisition Fund, and the Capital Improvements Tax Fund receive property tax revenues. The allocation of the City’s inside millage (also known as “unvoted” millage), a total of 1.75 mills, can be adjusted on an annual basis. As part of the 2026 – 2030 CIP review, City Council approved the allocation of 100% (1.75 mils) of the property tax revenue from the City’s “inside millage” to the Capital Improvements Tax Fund through Resolution 48-25. The following is a Ord. 31-26 – Adopting the Proposed Tax Budget for Fiscal Year 2027 May 20, 2026 3 history of approved allocations. It is important to note that the voted ongoing 1.20 mills for safety purposes is not included in the inside millage. Refer to Figure 1 for a summary of the historical allocation of inside millage by purpose. Figure 1 The City has the option to reallocate the tax revenue from the inside millage each year as part of the Tax Budget process, and then again in the third quarter when the Resolution Accepting the Amounts and Rates is approved by City Council. It is important to note that the millage allocated within the Capital Improvement Tax Fund provides flexibility, as it may also be used for parkland acquisition, other park-related capital improvements, and the acquisition of rights-of-way for shared-use path projects. Income Tax The City’s largest revenue source for general operations is obtained through income taxes. In the 2026 Operating Budget, it was estimated that revenue from local income tax collections would be approximately $115,875,000. Per City Code, 75% or $86,906,250 is programmed in the General Fund, and 25% or $28,968,750 is programmed in the Capital Improvements Tax Fund. As stated previously in this memo, as of the current date, income taxes for the 2027 Tax Budget are being projected conservatively at a stable, flat rate. The 2027 budget estimate for income tax collections, as well as the 2026 income tax projection will be updated as part of the budget development process in July. General Fund Balance When looking at the projected General Fund balance, it is important to remember that these figures are based on the assumption that all funds appropriated in 2026 and 2027 will be spent. In recent years, average budget utilization was approximately 90% across all the City operating budgets. Recommendation Staff recommend passage of the ordinance adopting the 2027 Tax Budget at the second reading/public hearing on June 8, 2026. Years General Fund Safety Fund GO Debt Service Fund Parkland Acquisition Fund Capital Improvements Fund Prior to 2000 1.17 0.50 0.08 2001-2006 1.75 2007-2009 0.95 0.80 2010-2024 0.35 1.40 2025-2026 1.75 SCHEDULE A SUMMARY OF AMOUNTS REQUIRED FROM GENERAL PROPERTY TAX APPROVED BY BUDGET COMMISSION, AND COUNTY AUDITOR'S ESTIMATED RATES For Municipal Use For Budget Commission Use For County Auditor Use Budget Year Budget Year County Auditor's estimate Amount Amount Approved Budget Year Tax Rate to be Levied FUND Requested of by Budget Amount to be (Include only those funds Budget Commission Derived From Inside 10 Mill Outside 10 Mill which are requesting Commission Inside/ Inside 10 Mill Levies Outside Limited Budget Limit Budget general property tax revenue) Outside Limitation 10 Mill Limitation Year Year Column 1 Column 2 Column 3 Column 4 Column 5 GOVERNMENT FUNDS XXXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX GENERAL FUND 00 0 POLICE/SAFETY OPERATING FUND 541,005 0 541,005 PARKLAND ACQUISITION 00 0 CAPITAL IMPROVEMENTS TAX FUND 3,583,650 3,583,650 0 PROPRIETARY FUNDS XXXXXXXX XXXXXXXX XXXXXXXXX XXXXXXXXX XXXXXXXX FIDUCIARY FUNDS XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX TOTAL ALL FUNDS 4,124,655 3,583,650 541,005 SCHEDULE B LEVIES OUTSIDE 10 MILL LIMITATION, EXCLUSIVE OF DEBT LEVIES Tax Year County Auditor's FUND Maximum Rate Estimate of Authorized to be Yield of Levy Levied (Carry to Schedule A, Column 3) GENERAL FUND: Current Expense Levy authorized by voters on / / , not exceed years. Authorized under Sect. , R.C. TOTAL GENERAL FUND OUTSIDE 10 MILL LIMITATION SPECIAL LEVY FUNDS POLICE/SAFETY FUND, Levy authorized by voters on 11/1981 1.2 541,005 not to exceed ON-GOING years. Authorized under Section , R.C. FUND, Levy authorized by voters on / / FUND NAME: GENERAL FUND EXHIBIT I FUND TYPE/CLASSIFICATION: GOVERNMENTAL -- GENERAL This Exhibit is to be used for the General Fund Only Current Year Budget Year For 2024 For 2025 Estimated for Estimated for DESCRIPTION Actual Actual 2026 2027 (1) (2) (3) (4) (5) REVENUES XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX Local Taxes General Property Tax -- Real Estate 0 0 0 0 Tangible Personal Property Tax 0 0 0 0 Municipal Income Tax 84,229,421 88,572,062 86,906,250 86,906,250 Other Local Taxes 0 0 0 0 Total Local Taxes 84,229,421 88,572,062 86,906,250 86,906,250 Intergovernmental Revenues State Shared Taxes and Permits Local Government 631,229 701,026 680,375 680,375 Estate Tax 0 0 0 0 Cigarette Tax 506 645 700 700 Liquor and Beer Permits 104,373 106,152 80,000 80,000 Gasoline Tax 00 0 0 Library and Local Government Support Fund 00 0 0 Property Tax Allocation 0 0 0 0 Other Permits 0 0 0 0 Total State Shared Taxes and Permits 736,108 807,823 761,075 761,075 Federal Grants or Aid 126,000 0 0 0 State Grants or Aid 16,242 41,897 0 0 Other Grants or Aid 18,429 19,163 18,000 18,000 Total Intergovernmental Revenues 896,779 868,883 779,075 779,075 Special Assessments 0 0 0 0 Charges for Services 1,763,078 3,439,672 1,669,500 1,669,500 Fines, Licenses, and Permits 4,040,651 3,582,616 3,647,500 3,647,500 Miscellaneous 3,218,790 3,712,255 5,619,500 5,619,500 Other Financing Sources: Proceeds from Sale of Debt 0 0 0 0 Transfers 0 0 0 0 Advances 1,159,700 1,200,000 400,000 0 Other Sources (Sale of Capital Assets) 0 0 0 0 TOTAL REVENUE 95,308,418 101,375,487 99,021,825 98,621,825 FUND NAME: GENERAL FUND EXHIBIT I FUND TYPE/CLASSIFICATION: GOVERNMENTAL -- GENERAL This Exhibit is to be used for the General Fund Only Current Year Budget Year DESCRIPTION For 2024 For 2025 Estimated for Estimated for (1)Actual Actual 2026 2027 (2) (3) (4) (5) EXPENDITURES XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX Security of Persons and Property Personal Services 0 0 0 0 Travel Transportation 0 0 0 0 Contractual Services 209,599 202,502 273,031 281,221 Supplies and Materials 102,664 192,930 264,588 272,529 Capital Outlay 0 0 0 0 Total Security of Persons and Property 312,263 395,433 537,619 553,749 Public Health Services Personal Services 0 0 0 0 Travel Transportation 0 0 0 0 Contractual Services 523,332 559,319 570,892 599,438 Capital Outlay 0 0 0 0 Total Public Health Services 523,332 559,319 570,892 599,438 Leisure Time Activities Personal Services 6,010,896 6,647,213 6,701,713 6,902,764 Travel Transportation 0 0 0 0 Contractual Services 3,443,802 5,646,791 7,816,985 8,051,494 Supplies and Materials 473,117 407,818 612,468 630,838 Capital Outlay 15,531 19,054 22,705 22,705 Total Leisure Time Activities 9,943,346 12,720,876 15,153,871 15,607,802 Community Environment Personal Services 6,425,717 6,408,594 6,766,009 6,968,990 Travel Transportation 0 0 0 0 Contractual Services 3,225,698 2,428,969 4,408,111 4,540,350 Supplies and Materials 26,711 22,211 46,566 47,965 Capital Outlay 0 0 0 0 Total Community Environment 9,678,126 8,859,774 11,220,686 11,557,306 Basic Utility Services Personal Services 812,455 1,002,344 958,018 986,761 Travel Transportation 0 0 0 0 Contractual Services 4,125,088 4,265,715 5,456,179 5,619,863 Supplies and Materials 23,842 34,358 22,708 23,393 Capital Outlay 0 0 0 0 Total Basic Utility Services 4,961,386 5,302,417 6,436,905 6,630,017 FUND NAME: GENERAL FUND EXHIBIT I FUND TYPE/CLASSIFICATION: GOVERNMENTAL -- GENERAL This Exhibit is to be used for the General Fund Only Current Year Budget Year DESCRIPTION For 2024 For 2025 Estimated for Estimated for (1)Actual Actual 2026 2027 (2) (3) (4) (5) Transportation Personal Services 1,489,668 1,567,005 1,570,315 1,617,428 Travel Transportation 0 0 0 0 Contractual Services 1,453,619 1,586,039 2,592,241 2,670,008 Supplies and Materials 145,192 110,394 459,396 473,185 Capital Outlay 00 00 Total Transportation 3,088,480 3,263,439 4,621,952 4,760,621 General Government Personal Services 12,743,815 13,772,047 16,406,112 16,898,301 Travel Transportation 0 0 0 0 Contractual Services 8,289,720 9,002,856 13,960,855 14,173,681 Supplies and Materials 5,476,820 6,673,863 8,054,455 8,296,089 Capital Outlay 436,062 941,294 473,128 473,128 Total General Government 26,946,418 30,390,060 38,894,550 39,841,198 Debt Service Interest 0 0 0 0 Other Debt Service 0 0 0 0 Total Debt Service 0 0 0 0 Other Uses of Funds Transfers 30,935,604 27,603,200 27,425,000 27,425,000 Advances 1,536,965 1,536,965 1,536,965 1,536,965 Contingencies 140,205 32,053 223,205 200,000 Other Uses of Funds(Refunds/Incentives/Grants)5,354,059 5,354,059 5,354,059 5,354,059 Total Other Uses of Funds 37,966,833 34,526,277 34,539,229 34,516,024 TOTAL EXPENDITURES 93,420,182 96,017,594 111,975,704 114,066,155 Revenues over/(under) Expenditures 1,888,236 5,357,894 (12,953,879) (15,444,330) Beginning Cash Fund Balance 66,940,519 68,828,755 74,186,648 61,232,770 Ending Cash Fund Balance 68,828,755 74,186,648 61,232,770 45,788,440 Estimated Encumbrances (6,184,323) (7,529,615) 0 0 Estimated Ending Unencumbered Fund Balance 62,644,432 66,657,034 61,232,770 45,788,440 FUND NAME: SAFETY/POLICE OPERATING EXHIBIT II FUND TYPE/CLASSIFICATION: SPECIAL REVENUE To be used for any fund receiving property tax revenue except the General Fund. Current Year Budget Year DESCRIPTION For 2024 For 2025 Estimated for Estimated for (1)Actual Actual 2026 2027 (2) (3) (4) (5) REVENUE XXXXXXXX XXXXXXXX XXXXXXXXX XXXXXXXX Local Taxes - Real Estate 516,758 539,065 541,005 541,005 Intergovernmental Revenue 146,988 152,901 60,500 60,500 Charges for Services 4,560,402 4,774,625 5,143,732 5,143,730 Miscellaneous 85,268 80,380 54,000 54,000 Other Financing Sources: Transfers 14,150,000 14,500,000 15,000,000 17,000,000 Other Sources 0 0 0 0 TOTAL REVENUE 19,459,417 20,046,971 20,799,237 22,799,235 EXPENDITURES XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX (Identify each program and object XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX code at the same level shown on XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX (PROGRAM) (OBJECT) Security of Persons and Property Personal Services 18,741,288 19,290,687 20,796,349 21,420,243 Travel/Transportation 0 0 0 0 Contractual Services 516,174 577,324 767,371 790,394 Supplies and Materials 260,925 345,800 427,776 440,611 Capital Outlay 14,637 17,899 14,900 15,354 Other Uses(Refunds and other misc) 4,327 6,006 5,500 5,501 TOTAL EXPENDITURES 19,537,351 20,237,717 22,011,896 22,672,104 Revenues Over (Under) Expenditures (77,935) (190,746) (1,212,659) 127,131 Beginning Cash Fund Balance 2,433,564 2,355,629 2,164,884 952,224 Ending Cash Fund Balance 2,355,629 2,164,884 952,224 1,079,355 Estimated Encumbrances (outstanding at end of year)(155,576) (158,888) 0 0 Estimated Ending Unencumbered Fund Balance 2,200,054 2,005,995 952,224 1,079,355 FUND NAME: CAPITAL IMPROVEMENTS TAX FUND EXHIBIT II FUND TYPE/CLASSIFICATION: CAPITAL PROJECTS To be used for any fund receiving property tax revenue except the General Fund. Current Year Budget Year DESCRIPTION For 2024 For 2025 Estimated for Estimated for (1)Actual Actual 2026 2027 (2) (3) (4) (5) REVENUE XXXXXXXX XXXXXXXX XXXXXXXXX XXXXXXXX Local Taxes* Property Tax -- Real Estate/Personal Property 4,140,345 5,220,900 3,400,000 3,583,650 Municipal Income Tax (Note 1) 28,076,485 29,524,020 28,968,750 28,993,750 Intergovernmental Revenue 4,226,298 3,520,443 351,615 351,620 Fines, Licenses, and Permits 0 0 0 0 Miscellaneous 1,617,730 1,972,794 1,029,333 1,029,333 Other Financing Sources: Transfers 0 0 0 0 Other Sources-Advances 903,000 943,000 2,225,000 2,475,000 Proceeds from Bonds 0 0 0 0 TOTAL REVENUE 38,963,858 41,181,157 35,974,698 36,433,353 EXPENDITURES XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX (Identify each program and object XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX code at the same level shown on XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX (PROGRAM) (OBJECT) Contractual Services 75,053 72,569 90,000 92,700 Capital Outlay 35,662,223 34,693,146 59,041,483 35,413,646 Transfers 7,256,870 8,276,433 9,426,186 9,426,186 Advances 0 0 0 0 TOTAL EXPENDITURES 42,994,147 43,042,148 68,557,669 44,932,532 Revenues Over (Under) Expenditures (4,030,289) (1,860,991) (32,582,971) (8,499,179) Beginning Cash Fund Balance 46,974,444 42,944,155 41,083,164 8,500,193 Ending Cash Fund Balance 42,944,155 41,083,164 8,500,193 1,014 Estimated Encumbrances (outstanding at end of year)(18,324,778) (19,128,083) 0 0 Estimated Ending Unencumbered Fund Balance 24,619,377 21,955,080 8,500,193 1,014 Note 1: A portion of this revenue is designated to retire debt for capital improvements. FUND NAME: PARKLAND ACQUISITION EXHIBIT II FUND TYPE/CLASSIFICATION: CAPITAL PROJECTS To be used for any fund receiving property tax revenue except the General Fund. Current Year Budget Year DESCRIPTION For 2024 For 2025 Estimated for Estimated for (1)Actual Actual 2026 2027 (2) (3) (4) (5) REVENUE XXXXXXXX XXXXXXXX XXXXXXXXX XXXXXXXX Local Taxes - Real Estate 1,035,090 0 183,650 0 Intergovernmental Revenue 168,636000 Fines, Licenses, and Permits 0000 Miscellaneous 0000 Other Financing Sources: Transfers 0000 Other Sources-Advances 0000 Proceeds from Bonds 0000 TOTAL REVENUE 1,203,726 0 183,650 0 EXPENDITURES XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX (Identify each program and object XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX code at the same level shown on XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX (PROGRAM) (OBJECT) Contractual Services 18,630 0 5,000 0 Capital Outlay 0 0 1,000,000 0 Transfers 5,100,000000 Advances 0000 TOTAL EXPENDITURES 5,118,630 0 1,005,000 0 Revenues Over (Under) Expenditures (3,914,903) 0 (821,350) 0 Beginning Cash Fund Balance 4,860,754 945,850 945,850 124,500 Ending Cash Fund Balance 945,850 945,850 124,500 124,500 Estimated Encumbrances (outstanding at end of year)0000 Estimated Ending Unencumbered Fund Balance 945,850 945,850 124,500 124,500 EXHIBIT III List of All Funds Individually Unless Reported on Exhibits l and II (pg 1 of 2) FUND Estimated Budget Year Total Available List All Funds Individually Unless Unencumbered Estimated For Personal Other Total Estimated Reported on Exhibit I or II Fund Balance Receipt Expenditures Services Unencumbered 01/01/26 Balance 12/31/26 GOVERNMENTAL: XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX SPECIAL REVENUE:XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX Street Maintenance & Repair 2,476,707 3,341,000 5,817,707 2,449,837 1,359,257 3,809,094 2,008,613 State Highway Improvement 495,725 224,600 720,325 0 252,391 252,391 467,934 Cemetery 145,389 239,500 384,889 172,561 77,164 249,725 135,164 Recreation 2,887,973 10,246,000 13,133,973 7,170,923 3,222,406 10,393,329 2,740,644 Swimming Pool 204,718 1,634,850 1,839,568 1,103,632 730,626 1,834,257 5,311 Permissive Tax 1,391,283 119,000 1,510,283 0 100,000 100,000 1,410,283 Hotel/Motel Tax 2,013,793 6,119,722 8,133,515 1,094,299 5,755,446 6,849,745 1,283,770 Enforcement and Education 85,937 3,200 89,137 2,359 0 2,359 86,778 Law Enforcement Trust 359,889 2,000 361,889 0 38,000 38,000 323,889 Mandatory Drug Fine 3,127 50 3,177 0 0 0 3,177 Mayor's Court Computer 62,971 36,000 98,971 0 37,000 37,000 61,971 Accrued Leave Reserves 828,204 550,000 1,378,204 515,000 0 515,000 863,204 Wireless 9-1-1 System 919,268 161,000 1,080,268 0 550,000 550,000 530,268 Rings Unitrust 1,000,000 0 1,000,000 0 0 0 1,000,000 Covid Relief Fund 0 0 0 0 0 0 0 Local Coronavirus Recovery Fund 0 0 0 0 0 0 0 Opioid Relief Fund 155,907 70,000 225,907 0 35,000 35,000 190,907 TOTAL SPECIAL REVENUE FUNDS 13,030,891 22,746,922 35,777,813 12,508,611 12,157,289 24,630,901 11,111,913 DEBT SERVICE FUNDS XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX General Debt Service 2,507,197 16,805,727 19,312,924 0 15,948,345 15,948,345 3,364,579 Economic Development Bond Retirement 692,831 2,070,000 2,762,831 0 2,067,664 2,067,664 695,167 Special Assessment Debt Service 23,912 0 23,912 0 1,000 1,000 22,912 2001 Special Assessment Debt Service 134,913 0 134,913 0 0 0 134,913 TOTAL DEBT SERVICE FUNDS 3,358,853 18,875,727 22,234,580 0 18,017,009 18,017,009 4,217,572 CAPITAL PROJECT FUNDS XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX Note: Various construction funds not included. TOTAL CAPITAL PROJECTS 00 0000 0 PERMANENT IMPROVEMENT FUNDS XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX Cemetery Perpetual Care 1,995,334 62,000 2,057,334 0 0 0 2,057,334 TOTAL PERMANENT IMPROVEMENTS FUNDS 1,995,334 62,000 2,057,334 0 0 0 2,057,334 Budget Year Expenditures and Encumbrances List of All Funds Individually Unless Reported on Exhibits l and II FUND Estimated Budget Year Total Available List All Funds Individually Unless Unencumbered Estimated For Personal Other Total Reported on Exhibit I or II Fund Balance Receipt Expenditures Services 01/01/26 PROPRIETARY: XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX ENTERPRISE FUNDS XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX Water 2,860,251 1,358,522 4,218,773 321,960 2,030,898 2,352,858 Sewer 3,704,415 3,353,007 7,057,422 915,988 5,235,685 6,151,674 Water Construction 531,820 303,000 834,820 0 299,100 299,100 Sewer Construction 3,134,171 141,000 3,275,171 0 1,086,785 1,086,785 TOTAL ENTERPRISE FUNDS 10,230,657 5,155,529 15,386,186 1,237,948 8,652,468 9,890,417 Note: Various construction funds not included. INTERNAL SERVICE FUNDS XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX Employee Benefits Self-Insurance 6,988,689 10,933,000 17,921,689 125,330 12,100,717 12,226,047 Workers Compensation Self-Insurance 278,351 305,000 583,351 0 549,911 549,911 TOTAL INTERNAL SERVICE FUNDS 7,267,040 11,238,000 18,505,040 125,330 12,650,628 12,775,958 TRUST AND AGENCY FUNDS XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX XXXXXXXX Visit Dublin Ohio (aka DCVB) 78,515 1,075,000 1,153,515 0 1,075,000 1,075,000 Agency (Deposits) 1,781 79,000 80,781 0 79,000 79,000 COIRS 528,983 1,256,924 1,785,907 0 1,266,570 1,266,570 Econ Dev - PACE 0 950,403 950,403 0 950,403 950,403 TOTAL TRUST AND AGENCY FUNDS 609,280 3,361,327 3,970,607 0 3,370,973 3,370,973 TOTAL FOR MEMORANDUM ONLY 34,496,721 61,377,505 95,874,229 13,871,890 54,848,364 68,685,259 Budget Year Expenditures and Enc EXHIBIT III (pg 2 of 2) Estimated Unencumbered Balance 12/31/26 XXXXXXXX XXXXXXXX 1,865,915 905,748 535,720 2,188,386 5,495,769 XXXXXXX 5,695,643 33,440 5,729,082 XXXXXXXX 78,515 1,781 519,338 0 599,634 27,153,971 cumbrances EXHIBIT IV (pg 1 of 1) Estimated Cost DESCRIPTION of Permanent Name of Paying Fund Improvement CIP - Administration Administration (land acquisition, contingencies, sewer ext.) Municipal Facilities 8,725,000 1,340,000 Capital Improvements Tax Fund Computer Hardware/Software/Fiber 14,948,000 3,302,000 Capital Improvements Tax Fund CIP - Parks & Recreation Parks 35,129,400 3,295,000 Capital Improvements Tax Fund, TIF Funds (as appropriate), Hotel/Motel CIP - Safety Police 12,357,588 2,280,000 Capital Improvements Tax Fund CIP - Stormwater System Stormwater Improvements 12,050,000 3,115,000 Capital Improvements Tax Fund CIP - Transportation Mobility, Bicycles and Pedestrians 24,529,000 4,138,000 Capital Improvements Tax Fund and TIF Funds (as appropriate) Bridges and Culverts 14,209,050 2,576,100 Capital Improvements Tax Fund and TIF Funds (as appropriate) Streets and Parking 65,347,000 38,719,000 Capital Improvements Tax Fund and TIF Funds (as appropriate) SUB-TOTAL 215,279,919 64,203,646 CIP - Sanitary Sewer System Sewer Improvements 2,625,000 220,000 Sewer Fund CIP - Water Distribution System Water Improvements 360,000 0 Water Fund SUB-TOTAL 2,985,000 220,000 TOTAL 218,264,919 64,423,646 STATEMENT OF PERMANENT IMPROVEMENTS (Do Not Include Expense to be Paid from Bond Issue) (Section 5705.29. Revised Code) Amount to be Budgeted During Current Year Total Project Cost 2026-2030 CIP (May Include Other Funding Sources including TIFs) 2027 Projects 13,952,881 2,738,546 Capital Improvements Tax Fund & Parkland Acquisition Fund Capital Improvements Tax Fund and Water & Sewer, Hotel/Motel2,700,00014,032,000 Fleet Management