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HomeMy WebLinkAbout10/14/2025 03.A. Review of the 2026 Preliminary Mid-Biennial Budget i4 =+ BUSINESS OF THE CITY COUNCIL YAKIMA, WASHINGTON AGENDA STATEMENT Item No. 3.A. For Meeting of: October 14, 2025 ITEM TITLE: Review of the 2026 Preliminary Mid-Biennial Budget SUBMITTED BY: Vicki Baker, City Manager *Craig Warner, Director of Finance & Budget SUMMARY EXPLANATION: The City Council adopted the 2025-2026 Biennial Budget on December 17, 2024. According to RCW 35.34.130, the City must review and amend the budget between September 1 and December 31 of the first year of the biennium. This study session will facilitate the review of proposed budget modifications, providing an opportunity for Council discussion regarding current budget performance, suggested amendments, and any necessary adjustments. This process ensures that appropriations and funding levels align with the City's priorities and operational needs. ITEM BUDGETED: N/A STRATEGIC PRIORITY 24-25: A Resilient Yakima RECOMMENDATION: Conduct the study session ATTACHMENTS: Proposed Mid Bienneal Budget Modification-Craig.pptx 2 1_ -16,... City of Yakima __ _ _: . . ___-�--, - J C • �- _� � - 2026 Proposed r••••••,,, • -.� _ r�..•a_. •• , ,:_ Mid-Biennial .,,..._ _., • .... "or . , . . -I A, ' - 710.411 - .IA "'� al6 -. - .- i Budget 11.0~�L • + � - Modifications . , .J . , i I ...11 �- 11.- .' Mg AMU --;----.: : .r. ..: b ..41111k1411) , �,:, ; Presented by: i Alb, �� CraigWarner, Director of tr. n . y Finance & Budget October 14, 2025 ,-- , , 3 / \ \ `\ ( \\ \\ \ • - \ \ \ I I -NI 1 I , r � ' e t Overview \ 1 / , I I / / / I I / / / / / / / / / / / / / / / // / / , , State law (RCW 35.34. 120) requires a balanced ' '' budget. -''' "The expenditures as classified and itemized in ; the final adopted biennial budget. . . shall not / exceed the total of the estimated revenues and 1 'the fund balance for each fund." .2 / The City of Yakima has already adopted a 2025- / 2026 Biennial Budget. These changes are - /' ii amendments to the adopted budget for 2026. _ , 4 / \ \ `\ ( \\ \\ \ \ \ \ 1 \\ - \ \ I I _ '\ \ I / I -N \ I / / / \ \ 1 /(Finéficial Goals \ , \ 1 I I I I I / / / / / / /l / ,/4 Achieve a balanced budget in every fund / , • Prioritize citywide service levels , , • 12% minimum reserve level in the General Fund I / I I • Integrate City of Yakima Strategic Priorities VA Safe and Healthy Yakima /', ; VA Resilient Yakima ; VA Thriving Yakima VAn Engaged Yakima ' _----- - ' / , , , , , , , 5 • / \ \ `\ ( \\ \\ \ \ \ \ 1 \ \ \ I I \ \ I / / I _NI \ \ Challengest / 1 1 1 / ,' 1 et 11 1 ,1 / I I I 1 / / I I I l 1 / / 1 / / / / / ,,"Sales Tax revenue collections not meeting 2025-2026 Budget , •2026 Budget had an Adopted $8. 1 million deficit •Structural challenges for discussing the budget consistently I / I I •Changes in the Budget and Finance Director position ; , / / ,/ ; , ' / / , / / / , / / / / , 6 / \ \ `\ / \\ \\ \ \ \\ 1 I _ N\ \ I I _ '\ \ I / I �\ \ I / / / \ \ / / / / '1'$trtiCtural Changes \ 1 / , I I 1 / / , I I I I l / / / / / //� �/ / / / / ,,/'•New Funds '• ''�'' ''' • Aquatic Facilities (133) ' ,• /' • Opioid Lawsuit (155) • Lodging Tax (184) • Affordable Housing (185) /% 1 1 1 • Police Relief & Pension moved to Fund 613 -/' / / / / ,'',' • All Property Taxes deposited into the General Fund for �''''/ ' / / increased transparency. '' ' , , , , , .� 7 , \ \ ( \� \\ \ \� \\ \ 1 \ \ 1 I \ \ I I __'\ \ I / I ;'2-02'6' General Fund Budget Adjustments , , 1 I I / I , , , , / , 2026 Adopted 2026 Proposed , , // Budget Amendments Budget ,;' , '' ''' '' Beginning Fund $13,485,373 g' g ($1,475,778) $12,009,595 Balance Revenues $76,779,080 $16,204,268 $95,983,348 , Expenditures ($84,903,677) ($11,520,077) ($96,423,754) Ending Fund $5,360,776 $6,208,413 $11,569,189 / ' / Balance 12% Reserve $10,188,441 $11 ,570,850 / Reserve ($4,827,665) ($1,661) •- - - '' Surplus/(Deficit) _--- 8 , \ \ `\ \ \\ \ \ 1 I __, , General Fund Revenue Changes , ,, , ` ' $ 1672047268 r ' ' ' Highlights: 2026 Adopted Property Tax: The 2026 levy is projected at $28.3 million, up $19.2 million from $9.1 Budget million in the adopted budget. $76,779,080 Why: Previously, $13.2 million in Property Tax and Criminal Justice Sales Taxes was allocated directly to departments. Also, a proposed additional revenue of $6.0 million is also included. Utility Tax: An increase of $1.4 million is included in the 2026 Amended budget L 1 I Why: Revenues are strong due to increased rates charged by providers. , Sales Tax: 2026 collection projected at $29.4 million a $2.2 million decrease ; LA", (down from $31 .6 million in the Adopted Budget). Why: Revenues are trending down since the second half of 2024 and most of 20Z52' / ,% , Accumulated changes in other revenues, including interest now 112026 Laccounted for in the General Fund, have increased approxim�teJ�/ Amended $800,000. Budget: $95,983,348 9 i' \ \ '\ \N �\ \ 1 I General Fund Expenditures Changes ' I I 520 077 , , , , ,, , , , / / , „ „ , , r , Highlights: Adopted1 I� Transfers: $13.2 million et: Why: A change in accounting practice has increased General Fund revenue and 03,677 expenditures. Previously, Property Tax was allocated directly to departments. Salaries and Benefits: $345,000 Why: Reduced State retirement rates; Overtime adjustments for Police and Fire I / I , Services & Charges: $1.89 million , kz Why: Contract adjustments, inflation; Utility increases , 2026 Targeted Budget Reductions: ($3k. .0 million) Why: Reduction package approved by Council Amended -- Budget: $96,423,754 10 General Fund Fund Balance vs . Policy Reserve • • • • 2023 2024 2025 2026 2027 202S 2029 Actual Actual YE Estimate Amended Forecast Forecast Forecast •- Ending Fund Balance —1111— Policy RSV Arnt- 1.2°0 11 / \ \ \ / \\ \\ \ \ \ 1 \ 1 I - \N\ \ I I _-'\ \ I / I 1 , , ;' -02 U n bud eted Needs g 1 1 1 , l/// / i / „ Police Equipment Replacement ($200K) $ 750,000 , / / ,/ ';/ '' • Fire Equipment Replacement ($250K) $ 600,000 / , _ / ' Snow & Ice Removal Reserve $ 250,000 ,- Bond Payment for Facility Upgrades $ 750,000 ; Police Training Increase $ 100,000 1 IT Firewall Upgrade $ 75,000 IT Server Replacement $ 275,000 ' $ 2,8007 000 '' ' Note: Some of these could use one-time funds such as reserves if available - ------ / / / / / , 12 N \ \N I I \ \ I I \1 ,,fro osed Ex ense Red uct� ons p p \ 1 / , 1 1 I / i i 1 I 1 / 1 I I / 1 I 1 / 1 ' / / / 1 / , %/' /'� Police: $3,000,000 / 7 // / ➢ Fire: $1 ,750,000 > Parks: $1 ,400,000 13 Proposed Reductions Police: $3,000,000 12 Police Officer position 1 Police Sergeant 4 Community Service Officers 1 Analyst Supervisor 1 Analyst Reduce radio purchase funding to accommodate transferring 1 CSO to the 3/10 budget Reduction of $50 K to Humane Society Contract 14 Proposed Reductions Fire: $1 ,750,000 Close Station 92, utilizing filled staff positions at other stations to reduce overtime expense Prioritizing retention of employees 15 Proposed Parks: $1 ,400,000 >Washington Fruit Community Center > Lions Pool Harman Center 16% Reduction in Parks Maintenance Note: Removes the General Fund contributions for these programs 16 / \ \ \ \. \\ \ \\ \\ \ 1 \ \ 1 I \ _ \ \ I I _ '\ \ I / I 2026' City-Wide \ 1 I , 1 I I / / / I 1 I I / / / / / / , / / / /, / / /'/' // I 126 Adopted 2026 Proposed „ // , , / / ,/ Budget Amendments Budget Beginning Fund $124,049,379 $12,693,431 $136,742,810 Balance Revenues $274,977,299 $37,406,595 $312,383,894 1 1 Expenditures ($286,376,546) ($40,340,882) ($326,717,428) ;/ ,/ 1 I / / / / / ;/' Ending Fund $112,650,132 $9,759,144 $122,409,276 ,,', Balance ' '' , ', / / Note: Includes the General Fund _ , / / , , , / / / 17 / \ `\ ity-Wid e Revenue Budget Changes . , ,_ . . , , ,, ,\ \ , , ,-, , , . , ,___ , , , , ,, , , , , , , ...- ,/ $3•7 , 1O6 595 , , , .- ie.., . / Highlights: 2026 Adopted Budget: t� General Fund: Already reviewed $16.2 million increase $274,977,299 Grants: An additional $15 million in expected grants for 2026 Why: Most of the grants are for capital improvements I Transfers: An increase of $1.8 M included in the 2026 Amended budget ,. Why: Change in accounting practice for Lodging Tax Funds r 1 Licenses, Permits and Charges for Services: An increase of $1.3 M included in ; 1r'"' the 2026 Amended budget Why: Increase in permit activity and miscellaneous fee adjustments /' 2026 Amended ,% Budget: $312,38///// / ___-______3,894 _ ____ , . , 18 \ \ `\ \ \\ \ D ,1LCityWide Ex enditures Bud et Chan es , ,, ,' 40 31.0 8 82 , i I I , /, , , ," % ' ' ' Highlights: 2026 Adopted !,,,A General Fund: Already reviewed $11.5 million increase Budget: $286,376,546 New Fund: Lodging Tax $1.8 million increase Why: Moving Lodging Tax funds to a new fund before distribution ;' 1 1 kLA Capital Outlays: Construction Projects $22.4 million increase Why: Approved capital projects and grant opportunities ,1 ;' Services & Charges: $1.8 million increase ,, , , k Why: Adjustments for inflation and other negotiated % contracts greater than originally estimated 2026 Amended -' Budget: $326,717,428 , 19 / \ \ \ ( \\ \ \ \ \ \ 1 \„ \ \ \ 1 I -- \ \ I I '\ \ I / I_ 'Next' Steps \ I , \ I , 1 I I / / / I/ // I I I I / / / I / / / / / / / / / I, ,/ / / / ,/ / / / / / // / //''' • Public Hearings scheduled for November 12th and 18th • Ad Valorum Tax (Property Tax) Public Hearing November 12th I I I / I / I , , • 2026 Mid-Biennial Budget Adoption December 2nd /' / , , / , / / / / / / - i / / / / - 20 / \ \ \ / \\ \\ \ N.N. \ 1 I \\ \ I I ---\ \ I / / I\ \ / / / / ^\ 1 --/ / / / I /� i/ / / 1 / // / \ I I ,' / / \ 1 l / // // 1 I I / // // I I 1 I / / I I 1 l l / / / / / ! / / / / / / / / I/ // / / // / / / / / ��/ / // // // // / ./ // / / / // / / // / // Questions/ / ... „/ Discussion // I / / I / I / I I // / / ///// / / / / // / ,,f „/, „ „ ______. „. ....., , . . .„ ,. „ „„ .... , " . , , „ „ ..... _____ , ,, ,, ,.... _______ ,„ „ ......_ / / / /�' i / / / // // /// / / / / / // / / / / / / / 21