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Finance Committee Packet 2026.4.27_____________________________________________________________________________________ MEETING AGENDAS AND PACKETS ARE FOUND AT: WWW.AVON.ORG MEETING NOTICES ARE POSTED AT AVON TOWN HALL, AVON RECREATION CENTER, AVON ELEMENTARY AND AVON PUBLIC LIBRARY INDIVIDUALS WITH DISABILITIES ARE ENCOURAGED TO PARTICIPATE IN ALL PUBLIC MEETINGS SPONSORED BY THE TOWN OF AVON. IF YOU REQUIRE A DISABILITY ACCOMMODATION, PLEASE CONTACT THE CHIEF FINANCIAL OFFICER, PAUL REDMOND, AT 970-748-4088 OR PREDMOND@AVON.ORG WITH YOUR REQUEST. REQUESTS SHOULD BE MADE AS SOON AS POSSIBLE BUT NO LATER THAN 72 HOURS BEFORE THE SCHEDULED PUBLIC EVENT. FINANCE COMMITTEE MEETING AGENDA MONDAY, APRIL 27, 2026 MEETING BEGINS AT 12:00 PM 100 MIKAELA WAY, AVON CO 81620 1.CALL TO ORDER AND ROLL CALL 2.APPROVAL OF JANUARY 26, 2026 MINUTES 3.PUBLIC COMMENT- COMMENTS ARE WELCOME ON ITEMS NOT LISTED ON THE FOLLOWING AGENDA Public comments are limited to three (3) minutes. The speaker may be given one (1) additional minute, subject to Finance Committee approval. 4.FINANCIAL RESULTS THROUGH FEBRUARY (CHIEF FINANCIAL OFFICER PAUL REDMOND) A.MARCH FINANCIAL UPDATE B.BUDGET AMENDMENTS 5.VILLAGE (AT AVON) PHASE II PROJECTIONS (CHIEF FINANCIAL OFFICER PAUL REDMOND) 6.UPDATES ON DEVELOPMENT PROJECTS (COMMUNITY DEVELOPMENT DIRECTOR MATT PIELSTICKER) 1.LOT 3 2.LOT B 3.HIDDEN VALLEY ESTATES 4.VILLAGE (AT AVON) PHASE I 7.ADJOURNMENT FINANCE COMMITTEE MEETING MONDAY, JANUARY 26, 2026 HYBRID MEETING; IN-PERSON AND ON TEAMS Finance Committee Meeting, January 26th, 2026 1 | 2 1.ROLL CALL Present in Person: Committee members Lisa Post, Cathy Krajicek, Rick Sudekum, Markian Fedeschuk and Steve Coyer Present Virtually: Committee Members John Widerman, Clark Rogers and Gregg Cooper Absent: Councilors Kevin Hyatt and Lindsay Hardy Staff: Deputy Town Manager Patty McKenny, Chief Financial Officer Paul Redmond, Finance Manager Joel McCracken, Financial Analyst Chase Simmons and Town Manager Eric Heil The meeting was called to order by CFO Paul Redmond at 12:01 p.m. 2.APPROVAL OF NOVEMBER 3RD, 2025 MINUTES Committee member Rick Sudekum moved to approve the minutes. Committee member Steve Coyer seconded that motion and it passed 8 to 0 with the 8 voting committee members present. Gregg Cooper asked to strike the sentence “Gregg Cooper raised the idea of a debt limit, and Eric reviewed the debt schedule” from the November 3rd minutes. Rick Sudekum moved to strike the sentence. 3.PUBLIC COMMENT There was no public comment. 4.DOWNTOWN DEVELOPMENT AUTHORITY PLANNING AREA A FINANCIAL PROJECTIONS(CFO PAUL REDMOND) Chief Financial Officer Paul Redmond spoke about the tax credits Avon provides to the Village at Avon to support operations and debt payments. He went on to explain the debt and debt limits the tax credits support. As of October 2025, all allowable debt has been issued. Eric spoke about the tax credit agreement made in 1998 with the Village at Avon and potential timeline for it to be satisfied with different levels of development and revenue generation. The agreement is a cost to the town right now, but in the future Avon will recognize all Village at Avon Revenue. Paul went on to explain the impact of municipal services impact of the Village at Avon and the impact future development will have on the current estimated $188k deficit between revenue and expenses. He also noted future capital obligations for multiple parks and roads. Paul moved on to discuss DDA Tax Increment Finance (TIF) revenue. The 2026 TIF revenue is projected to be $510k and must support community housing at a level of 50%. He then shared a chart modeling the projected revenues from planning area A including the TIF funding for the next five years. Rick Sudekum asked about the deficit to provide services, and Gregg Cooper asked how the police expense in particular is calculated. Paul and Eric explained the numbers are high level based off population and call numbers. Eric discussed some of the revenue from the new speed cameras could go to support police and road maintenance. FINANCE COMMITTEE MEETING MONDAY, JANUARY 26, 2026 HYBRID MEETING; IN-PERSON AND ON TEAMS Finance Committee Meeting, January 26th, 2026 2 | 2 As this was a presentation, no motion was made. 5.WORK SESSION: LOT B – THE SUMMIT FINANCIAL PROJECTIONS (CFO PAUL REDMOND) Paul Redmond discussed a potential 162 unit apartment building. The public amenities could include a community workshop, coffee shop, path to pedestrian mall and 10 to 20 units of community housing. Eric Heil expanded on the community workshop stating that CASE and the DDA boards will be meeting in February to discuss potential uses. The cost of the public amenities would be approximately $6M while the cost of the community housing would be around $4M. Revenue to pay for these amenities would be generated by the project. Paul went on to discuss the forecasted revenues from the project from 2026 – 2048 at $13.1M. The URA should generate $689k per year until 2033. When the URA expires in 2033, the DDA will then begin collecting a forecasted $350k per year. Eric talked about next steps including operating costs of the Confluence Metro District and Town Council review of the design review plan on February 10. Committee Member Rick Sudekum spoke in support of the project as a critical piece of development for the Town He asked if a recommendation from the Planning and Zoning Committee to reduce the number of units will be part of the presentation to Town Council on February 10, and Eric confirmed the recommendation is included in the presentation. Committee Member Gregg Cooper expressed support for the building as well as the pedestrian path. He spoke about making the Community Center a profit center with the ability to host high- level art events and advocated to bring in a partner who specializes in these events such as Vilar. Committee Member Markian Fedeschuk asked how population growth and demographics are factors into plans. He noted Colorado’s population is flat while school enrollment is down. He also expressed concerns about the economic impact of low snow levels this winter and in the future. Town Manager Eric Heil attributed lower school enrollment numbers to the lack of affordable housing in our community and noted the community housing programs could reverse this trend. He also discussed the need for activities other than skiing because of climate change. Gregg Cooper noted summer is the answer to potential softer winters and emphasized the need for a revenue generating community center. Gregg asked about the potential to have a professional organization to steward the arts and entertainment portion of the development to ensure positive return on investment. Town Manager Eric Heil responded the space may be too small for bigger events but the joint DDA and CASE Committee meeting in February will be a good time to discuss specific activities for the new venue. Lisa Post spoke about parking concerns. Eric responded the developer and Avon Center are both FINANCE COMMITTEE MEETING MONDAY, JANUARY 26, 2026 HYBRID MEETING; IN-PERSON AND ON TEAMS Finance Committee Meeting, January 26th, 2026 3 | 2 satisfied with the amount of parking, and all town requirements will be met. Rick Sudekum added the parking concerns have been addressed by the Planning and Zoning Commission as well. Eric Heil discussed comparable community centers in Basalt, Crested Butte and Silverthorne. He noted space and budget are limiting factors to replicating the bigger of these venues. Gregg Cooper asked about the possibility the old firehouse could be used as future event space. Eric Heil responded that the library plans to expand into the space. As this was a work session, no motion was made. 6.NEXT COMMITTEE MEETING DATE Monday, March 30th at 12:00 p.m. 7.ADJOURNMENT Committee Chair John Widerman moved to adjourn the meeting. Committee member Cathy Krajicek seconded that motion and the meeting adjourned, the time was 01:07 p.m. Respectfully Submitted by: Chase Simmons, Financial Analyst. These minutes are action minutes and only a summary of the proceedings of the meeting. They are not intended to be comprehensive or to include each statement, person speaking or to portray with complete accuracy. 970-748-4044 dstockdale@avon.org TO: Honorable Mayor Tamra N. Underwood and Council Members FROM: Dean Stockdale, Senior Accountant RE: Financial Report – January 2026 & February 2026 data DATE: April 15th, 2026 SUMMARY: This report presents the revenues for sales, accommodations, nicotine and cigarette, and short-term rental tax for February 2026 and the recreation fees, real estate transfer tax, and use tax for CH revenues for March 2026. BACKGROUND: The percentage variance, or comparative change is reflected in the analysis portion of this report in respect to each individual section for February and March 2026 revenues. Tax revenues are not budgeted on a monthly basis; however, for purposes of analysis, monthly budget variances are based on a 3-year average of actual revenues. GENERAL FUND REVENUE SUMMARY: Tax Revenue Comparison – 2025 v 2026 : All taxes except the Nicotine Tax and Rec Admissions are unfavorable for 2026 compared to 2025. Below is a table which reflects the dollar change and percentage variance. Total revenue for 2026 is reflecting an unfavorable variance to 2025. 2025 v 2026 YTD REVENUE COMPARISON 2025 2026 Dollar Variance Percentage Variance Sales Tax $2,444,016.62 $2,315,436.44 ($128,580.18) (5.26%) Acc. Tax $677,821.86 $566,713.98 ($111,107.88) (16.39%) Nicotine Tax $55,732.48 $62,767.71 $7,035.23 12.62% Cigarette Tax $34,554.00 $30,930.00 ($3,624.00) (10.49%) Rec Admissions $361,883.71 $371,029.60 $9,145.89 2.53% Rec Program Fees $137,107.03 $124,067.91 ($13,039.12) (9.51%) TOTAL $3,711,115.70 $3,470,945.64 ($240,170.06) (6.47%) Page 2 of 11 Adopted Budget 2026 v Actual 2026: All taxes except reflect an unfavorable variance over the 2026 budget. Rec Center Admissions revenue is favorable compared to the 2026 budget. Total revenue for 2026 is reflecting an unfavorable variance to the 2026 budget. Below is a table which reflects the dollar change and percentage variance. COMMUNITY HOUSING REVENUE SUMMARY: 2026 REVENUE COMPARISON – BUDGET V ACTUAL Budget Actual Dollar Variance Percentage Variance Sales Tax $2,546,033.38 $2,315,436.44 ($230,596.94) (9.06%) Acc. Tax $729,858.41 $566,713.98 ($163,144.43) (22.35%) Nicotine Tax $64,601.88 $62,767.71 ($1,834.17) (2.84%) Cigarette Tax $37,417.49 $30,930.00 ($6,487.49) (17.34%) Rec Admissions $343,853.07 $371,029.60 $27,176.53 7.90% Rec Program Fees $122,127.67 $124,067.91 $1,940.24 1.59% TOTAL $3,843,891.90 $3,470,945.64 ($372,946.26) (9.70%) 2025 v 2026 YTD REVENUE COMPARISON 2025 2026 Dollar Variance Percentage Variance STR Tax for CH $313,994.78 $270,346.80 ($43,647.98) (13.90%) Use Tax for CH $28,828.00 $28,171.41 ($656.59) (2.28%) TOTAL $342,822.78 $298,518.21 ($44,304.57) (12.92%) 2026 REVENUE COMPARISON – BUDGET V ACTUAL Budget 2026 Dollar Variance Percentage Variance STR Tax for CH $298,629.75 $270,346.80 ($28,282.95) (13.90%) Use Tax for CH $125,000.00 $28,171.41 ($96,828.59) (77.46%) TOTAL $423,629.75 $298,518.21 ($125,111.54) (29.53%) Page 3 of 11 REVENUE ANALYSIS: Sales Tax: Revenues – February 2026: February sales tax revenues totaled $1,1714,750. This is a decrease of $51,131 or 4.18% compared to February 2025 sales tax revenue of $1,222,882. FEBRUARY 2024 v FEBRUARY 2026 SALES TAX COMPARISON BY INDUSTRY February 2025 February 2026 Increase/Decrease Home/Garden $68,555.63 $60,449.25 ($8,106.38) Grocery/Specialty/Health $241,683.63 $236,896.07 ($4,787.56) Sporting Goods Retail/Rental $152,681.24 $135,161.50 ($17,519.74) Miscellaneous Retail $26,802.91 $26,452.01 ($350.90) Accommodations $331,584,49 $287,766.44 ($43,818.05) Restaurants/Bars $213,720.93 $227,303.41 $13,582.48 Other $8,794.60 $7,829.65 ($964.95) Service Related $26,827.65 $20,747.11 ($6,080.54) Liquor Stores $32,026.81 $27,168.91 ($4,857.90) E-Commerce Retail $78,076.33 $84,941.41 $6,865.08 Manufacturing/Wholesale $8,626.21 $23,662.72 $15,036.51 Construction Related Services $25,087.44 $25,925.19 $837.75 Digital Media Suppliers/Sellers $7,626.43 $6,834.00 ($792.43) Commercial/Industrial Equipment $787.94 $612.77 ($175.17) Special Events $0.00 $0.00 $0.00 TOTAL $1,222,882.24 $1,171,750.44 ($51,131.80) Sales Tax: February 2026 Budget v Actual Collections: February 2026 sales tax revenues totaled $1,171,750. This is a decrease of $90,388 over the February 2026 estimate of $1,262,138. This is 7.16% below the adopted 2026 budget (based on a 3-year average). FEBRUARY 2026 BUDGET v ACTUAL COLLECTIONS - SALES TAX 2026 Budget 2026 Actual Dollar Variance Percentage Variance February $1,262,138.54 $1,171,750.44 ($90,388.10) (7.16%) Page 4 of 11 Accommodation Tax: Revenues –February 2026: Accommodation tax revenues totaled $310,081 for the month of February. This is a decrease of $35,931 or 10.38% compared to February 2025 accommodation tax revenues, which totaled $346,012. Accommodation tax collections by industry type for February 2026 compared to February 2025 reported a decrease for Vacation Rentals and Time Share with an increase for Hotels. FEBRUARY 2025 v FEBRUARY 2026 ACCOMMODATION TAX COMPARISON BY INDUSTRY February 2025 February 2026 Increase/(Decrease) Timeshares $55,182.20 $37,443.82 ($17,738.38) Hotels $127,654.78 $132,927.81 $5,273.03 Vacation Rentals $163,175.95 $139,710.08 ($23,465.87) TOTAL $346,012.93 $310,081.71 ($35,931.22) 1,242,766.09 1,283,697.83 1,214,899.64 1,222,882.24 $1,171,750.44 3.29% -5.36% 0.66% -4.18% $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 2022 2023 2024 2025 2026 2022-2026 February Sales Tax Revenue Trend Page 5 of 11 February 2026 Budget v Actual Collections: February 2026 accommodation tax revenues totaled $310,081. This is a decrease of $70,851 compared to the February 2026 estimates of $380,932. This is 18.60% below the adopted 2026 budget (based on a 3-year average). FEBRUARY 2026 BUDGET v ACTUAL COLLECTIONS - ACCOMMODATIONS TAX 2026 Budget 2026 Actual Dollar Variance Percentage Variance February $380,932.91 $310,081.71 ($70,851.20) (18.60%) Short Term Rental Tax for CH: Revenues – February 2026: STR Tax for Community Housing totaled $142,173 for the month of February. This is a decrease of $17,464 or 10.94% compared to February 2025. The Westin Hotel is classified as a hotel in our MuniRevs system, although they are zoned as residential. FEBRUARY 2025 v FEBRUARY 2026 STR TAX FOR CH COMPARISON BY INDUSTRY February 2025 February 2026 Increase/(Decrease) Timeshares $27,591.11 $18,721.91 ($8,869.20) Hotels $52,848.92 $53,803.28 $954.36 Vacation Rentals $79,197.41 $69,647.93 ($9,549.48) TOTAL $159,637.44 $142,173.12 ($17,464.32) 358,261 387,854 317,978 346,013 310,082 8.26% -18.02% 8.82% -10.38% $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000 2022 2023 2024 2025 2026 2022-2026 February Accommodation Tax Revenue Trend Page 6 of 11 Nicotine & Cigarette Tax: Revenues – February 2026 : Nicotine tax revenues totaled $29,339 and cigarette tax revenues totaled $14,904 for February 2026. Compared to February 2025 revenues, this is an increase of $2,633 for nicotine tax revenues, which totaled $26,706 and a decrease of $2,220 for cigarette tax revenues, which totaled $17,124. Vapes and all other miscellaneous tobacco and nicotine products are included in the nicotine tax and are subject to the 40% tax rate. 27,344 29,560 29,556 26,706 29,340 8.10% -0.01% -9.64% 9.86% - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 2021 2022 2023 2024 2025 2022-2026 February Nicotine Tax Revenue Trend 18,087 18,216 18,708 17,124 14,904 0.71%2.70% -8.47% -12.96% - 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000 20,000 2021 2022 2023 2024 2025 2022-2026 February Cigarette Excise Tax Revenue Trend Page 7 of 11 February 2026 Adopted Budget v Actual Collections : February 2026 nicotine and cigarette tax revenues totaled $29,339 and $14,904, respectively. This is a decrease of $655 over the February 2026 budget for nicotine tax, which is $29,994 and a decrease of $3,238 over the February 2026 budget for cigarette tax estimates, which is $18,142 which is based on a 3-year average. FEBRUARY 2026 BUDGET v ACTUAL COLLECTIONS – NICOTINE AND CIGARETTE TAX REVENUES 2026 Budget 2026 Actual Dollar Variance Percentage Variance Nicotine $29,994.97 $29,339.53 ($655.44) (2.19%) Cigarettes $18,142.08 $14,904.00 ($3,238.08) (17.85%) Total ($3,893.52) Use Tax for Community Housing: Revenues – March 2026 : The use tax for community housing collected in the month of March 2026 was $15,160.Compared to March 2026 estimate of $33,333, this is decrease of $18,173.33. MARCH 2026 BUDGET v ACTUAL COLLECTIONS – USE TAX REVENUES 2026 Budget 2026 Actual Dollar Variance Percentage Variance Use Tax for CH $33,333.33 $15,160.00 ($18,173.33) (54.52%) Page 8 of 11 Real Estate Transfer Tax: Revenues – March 2026 : March 2026 real estate transfer tax totaled $832,972. Compared to March 2026, which totaled $461,073, this is an increase of $461,073. This is an increase of $415,620 over the March 2026 budget which was based on a 3-year average. 2026 BUDGET v ACTUAL COLLECTIONS – REAL ESTATE TRANSFER TAX REVENUES 2026 Budget 2026 Actual Dollar Variance Percentage Variance Real Estate Transfer Tax $417,351.69 $832,972.01 $415,620.32 99.59% Real Estate Transfer Tax: Revenues 2026: 2026 real estate transfer tax totals 1,324,016. Compared to 2025, which total $853,269, this is an increase of $470,747. This is an increase of $180,254 compared to the 2026 budget which was based on a 3-year average. 2026 BUDGET/PRIOR YEAR v ACTUAL COLLECTIONS – REAL ESTATE TRANSFER TAX REVENUES 2026 Budget 2026 Actual Dollar Variance Percentage Variance Real Estate Transfer Tax $1,143,761.57 $1,324,016.22 $180,254.65 15.76% 2025 Actual 2026 Actual Dollar Variance Percentage Variance Real Estate Transfer Tax $853,269.20 $1,324,016.22 $470,747.02 55.17% $448,621 $279,653 $917,909 $371,898 $832,972 -37.66% 228.23% -59.48% 123.98% $0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 $900,000 $1,000,000 2022 2023 2024 2025 2026 Real Estate Transfer Tax March Revenue Trends Page 9 of 11 Recreation Center Fees: Revenues – March 2026 Admissions & Program Fees : Recreation admission revenues for March 2026 totaled $119,478 is a decrease of $8,540 compared to March 2025 which totaled $128,018. This is $8,677 below the adopted 2026 budget estimates of $128,156. Recreation program fee revenues for March 2026 totaled $63,930. This is a decrease of $9,528 compared to 2025, which totaled $73,459. This is $1,813 above the adopted 2026 budget estimates of $62,116, which is calculated based on a 3-year average. 97,867 112,067 155,807 128,019 119,478 14.51% 39.03% -17.83%-6.67% - 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 180,000 2022 2023 2024 2025 2026 Recreation Admissions March Revenue Trends $39,181 $53,506 $59,293 $73,459 $63,931 36.56% 10.81% 23.89% -12.97% $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000 2022 2023 2024 2025 2026 Recreation Program Fees March Revenue Trends Page 10 of 11 New and Renewed Business and STR Licenses – 2025 v 2026 : The total number of 2026 business licenses issued thru March was 202. This was down 39 licenses or 16.2% for the year to date. The total number of STR licenses issued through March was 92. Compared to 2025 the STR licenses were up 20 licenses or 27.8% for the year. - 20.00 40.00 60.00 80.00 100.00 120.00 140.00 160.00 180.00 200.00 Business License - Vendor Business License - Fixed Location Business License - Home Occupation Business License - Special Event Business Licenses Issued 1/1 - 3/31 2024 2025 2026 2025 v 2026 – BUSINESS AND STR LICENSES – YEAR TO DATE 2025 2026 License Variance Percentage Variance Business License - Vendor 179 141 (38)(21.2%) Business License – Fixed Location 52 49 (3)(5.8%) Business License – Home Occupation 10 11 1 10.0% Business License – Special Event 0 1 1 0.0% TOTAL BUSINESS LICENSES 241 202 (39)(16.2%) STR License 72 92 20 27.8% Page 11 of 11 EXPENDITURES: March 2026 General Fund YTD Actuals v 2026 Budget: General Fund expenditures through March 2026 total $6,243,376 which is 23.19% of the total adopted budget. These expenditures include all wages, health benefits, events, computer services, operating cost, legal services, and utilities. Mobility Fund YTD Actuals v 2026 Budget: Mobility Fund expenditures through March 2026 total $1,457,455 which is 49.79% of the total adopted budget. These expenditures include the cost for wages, health benefits, consulting services, and utilities. Fleet Maintenance YTD Actuals v 2026 Budget: Fleet Maintenance expenditures through March 2026 total $534,045 which is 21.82% of the total adopted budget. These expenditures include wages, health benefits, fuel, vehicle maintenance, utilities, equipment, and operating supplies. Capital Projects Fund YTD Actuals v 2026 Budget: The Capital Improvement expenditures through March 2026 total $1,098,227 which is 5.75% of the total adopted budget. These expenditures were primarily made up from the public works garage, Avon Rd cross walk improvements, and Hwy 6 improvements. DESTIMETRICS ANALYSIS Based on Destimetrics reporting properties, February lodging data for Avon/Beaver Creek shows occupancy of 66.5%, a 3.5% decline year over year, while the average daily room rate decreased 6.0% year over year to $413, resulting in revenue per available room of $275, down 9.2% year over year. February tax data shows differing performance by lodging type, with hotel accommodation tax revenues increasing slightly, while vacation-rental accommodation tax declined 14.4% year over year and short-term rental tax revenue for community housing declined 12.1%, indicating hotels were better able or more willing to adjust pricing in response to softer demand. Thank you, Dean 0 10 20 30 40 50 60 70 80 90 100 STR License STR Licenses Issued 1/1 - 3/31 2023 2024 2025 970-748-4088 predmond@avon.org TO: Honorable Mayor Tamra N. Underwood and Council Members FROM: Paul Redmond, Chief Finance Officer RE: 2026 Supplemental Budget Amendment, Resolution 26-04 DATE: April 21, 2026 SUMMARY: Avon’s Home Rule Charter addresses in Chapter XII the supplemental appropriation process. The Town of Avon’s financial practice is to adopt a supplemental budget amendment to update the beginning fund balance estimates and generally recognize revisions to the budget that were not identified at the time the budget was originally adopted. These resolutions amend the General Fund, Community Housing Fund, Equipment Replacement Fund and Capital Projects Fund. FINANCIAL CONSIDERATIONS: Below is a summary of the proposed budget revisions and the estimated impacts to fund balances. General Fund: The General Fund is estimated to have a deficit from the 2025 Amended Budget because of a few one-time expenditures. Without the one-time capital expenditures of the public works garage ($2.7 million), employee housing unit in Wildridge ($800K) and 15 Sun Road ($1.46 million), the Town would have a surplus of $600,143. Sales tax was under budget, but building permits, plan check fees, recreation center admission fees and investment earning all exceeded expectations. The result is an ending fund balance in 2025 of $20,503,101, of which $12.3 million is unreserved and undesignated. A total expenditure increase of $86,490 is proposed to the General Fund to implement pending programs, respond to changing circumstances and include expenditures which were not identified and included during the 2026 Budget process last fall. The Town does not budget for large one-time building permit revenues every year since they are hard to predict. However, in 2026 the Town could potentially see four of these large building permits issued. The following are proposed revisions to expenditure appropriations in the General Fund: 1.Brightly Software Implementation: One-time implementation cost of $10,100 for Brightly software is due after the completion of the implementation. Additionally, $1,716 is requested for a tool which would allow Brightly to be connected to other Public Works software. 2.Recreation Van Replacement: Carryforward of funds from 2025 for the purchase of a new Recreation Department van. These $21,130 supplements the accumulated funds in the Equipment Replacement fund for the purchase. 3.Public Work Plow Truck Replacement: Supplement the purchase of a new Plow Truck for $27,000. The approved 2026 Equipment Replacement Fund Budget already includes $44,951 for this purchase. 4.Speed Camera Citation Online Hearings: Increase of $10,000 to hire a Judge to process and hear the online hearings from the speed camera citations. The funds will be paid for using the speed camera revenues. 5.Heat Recovery Chiller: Increase of $16,544 for the maintenance of the heat recovery chiller. The Services include quarterly maintenance and full cleaning and testing of the chiller tubes. 970-748-4088 predmond@avon.org The revised 2026 fund balance of the General Fund reports a total of $19,303,362. A 22% reserve is $6,715,097, the 3% TABOR emergency reserve is $915,695, and the remaining amount of $11,708,326 is undesignated and unreserved and can be used for any legal purpose. This is an increase of $2,111,046 in unreserved fund balances from the original 2026 budget. Capital Projects Fund: The changes to the Capital Project Fund are as follows: •Carried-forward of all unspent, active project budget from 2025 to 2026, totaling $8,073,118. •Increase of $33,470 for a heat recovery usage analysis. •Increase in expenditure of $36,027 to the Operating Transfer Out to the Community Housing Fund. The total Transfer Out is based off 10% of the Real Estate Transfer Tax from received in 2025 in the Capital Projects Fund. •Moved the Recreation Center Aquatics Refurbishment of $8,405,000 from 2026 due to the postponement of the project. The General Fund contribution for this project of $2,500,000 was also moved to 2027. The revised 2026 ending fund balance of the Capital Projects Fund shows a total of $5,699,098. Of this amount, $2,429,108 is reserved for URA projects. The remaining amount of $3,269,990 can be used for capital improvements as defined by the municipal code and up to 10% of real estate transfer tax revenues can be transferred to the Community Housing Fund. Staff have not revised our projections for real estate transfer taxes for 2026. We will continue to evaluate this revenue and make any recommended revisions later in the year. Community Housing Fund: The revisions to the Community Housing Fund are as follows: •Increase of $22,893 in Mi Casa Avon deed restriction program to carry over prior year unspent amounts. •Increase of $2,046,663 in unused capital projects to carry over prior year unspent amounts. This includes the Lot 5 Avondale Project, Sun Road Redevelopment, Regional Housing Authority planning project and other potential housing projects. •Increase in revenues of $36,027 to the Operating Transfer in from the Capital Projects Fund. The total Transfer In is based off 10% of the Real Estate Transfer Tax from received in 2025 in the Capital Projects Fund. The revised beginning fund balance of the Community Housing Fund shows a total of $3,3655,580 which is $2,296,186 higher than the original projected beginning fund balance for 2026. Revised projected fund balance for 2025 is $351,422. 970-748-4088 predmond@avon.org Equipment Replacement Fund: Revisions to the Equipment Replacement Fund include the following items: •Increase of $52,625 for the replacement of a fleet lift. This is a critical piece of shop infrastructure which impacts both safety and productivity. These funds include $27,205 carryforward from the 2025 budget and reallocating some funds from some obsolete equipment. The projected ending fund balance for 2026 is $6,764,555. PROPOSED MOTION: "I move to approve Resolution No. 26-04, A Resolution Amending the 2026 Town of Avon Budget." Thank you, Paul ATTACHMENTS: Attachment A Resolution No. 2026-04 Attachment B General Fund Supplemental Amendment No. 2 Attachment C Capital Projects Fund Supplemental Amendment No. 2 Attachment D Community Housing Fund Amendment No. 2 Attachment E Equipment Replacement Fund Amendment No. 2 Res. No. 26-04 April 21, 2026 Page 1 of 2 TOWN OF AVON, COLORADO RESOLUTION NO. 26-04 A RESOLUTION TO AMEND THE 2026 TOWN OF AVON BUDGET WHEREAS, the Town Council of the Town of Avon has previously adopted the 2026 budget; and WHEREAS, the Town Council has reviewed the revised estimated revenues and expenditures for 2026; and WHEREAS, the Town Council finds it necessary to amend the 2026 budget to more accurately reflect the revenues and expenditures for 2026; and WHEREAS, the Town Council has caused to be published a notice containing the date and time of a public hearing at which the adoption of the proposed budget amendment will be considered and a statement that the proposed budget amendment is available for public inspection at the office of the Town Clerk located in the Avon Town Hall during normal business hours, and that any interested elector of the Town of Avon may file any objection to the proposed budget amendment at any time prior to the final adoption of the proposed budget amendment; and WHEREAS, whatever increases may have been made in the expenditure, like increases were added to the revenues so that the budget remains in balance as required by law. NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN OF AVON, COLORADO: Section 1. That estimated revenues and expenditures for the following funds are revised as follows for 2026: Original or Previously Amended 2026 Budget Current Proposed Amended 2026 Budget General Fund Beginning Fund Balance Revenues and Other Sources Expenditures and Other Uses $ 19,345,817 29,323,418 31,886,677 $ 20,503,101 29,323,428 30,523,166 Ending Fund Balance $ 16,782,558 $ 19,303,362 Attachment A Res. No. 26-04 April 21, 2026 Page 2 of 2 Original or Previously Amended 2026 Budget Current Proposed Amended 2026 Budget Capital Projects Fund Beginning Fund Balance Revenues and Other Sources Expenditures and Other Uses Ending Fund Balance $ 11,352,644 14,018,925 18,991,676 $ 6,379,893 $ 13,364,914 11,518,925 19,184,741 $ 5,699,098 Community Housing Fund Beginning Fund Balance Revenues and Other Sources Expenditures and Other Uses Ending Fund Balance $ 1,359,394 2,280,412 2,601,041 $ 1,038,765 $ 3,655,580 2,316,439 5,620,597 $ 351,422 Equipment Replacement Fund Beginning Fund Balance Revenues and Other Sources Expenditures and Other Uses $ 5,363,643 2,161,322 670,843 $ 5,527,034 2,161,322 473,801 Ending Fund Balance $ 6,854,122 $ 6,764,555 Section 2. That the budget, as submitted, amended, and herein above summarized by fund, hereby is approved and adopted as the budget of the Town of Avon for the year stated above. Section 3. That the budget hereby approved and adopted shall be signed by the Mayor and made part of the public record of the Town. ADOPTED this 28th April, 2026. AVON TOWN COUNCIL By:___________________________ Attest:________________________ Tamra N. Underwood, Mayor Miguel Jauregui Casanueva, Town Clerk Supplement #2 Unaudited Original Amended Difference Actual Budget Budget Increase 2025 2026 2026 (Decrease) REVENUES Taxes 21,201,653 21,657,039$ 21,657,039$ -$ Licenses and Permits 659,540 477,250 477,250 - Intergovernmental 1,586,328 1,481,843 1,481,843 - Charges for Services 2,265,671 2,338,636 2,338,636 - Fines and Forfeitures 90,000 187,200 187,200 - Investment Earnings 1,649,595 1,500,000 1,500,000 - Other Revenue 605,163 958,462 958,462 - Total Operating Revenues 28,057,950 28,600,430 28,600,430 - Other Sources Transfer-In From Capital Projects Fund & Equipment Rep 657,747 722,998 722,998 - Total Other Sources 657,747 722,998 722,998 - TOTAL REVENUES 28,715,697$ 29,323,428$ 29,323,428$ -$ EXPENDITURES General Government, HR and Finance 7,708,545$ 7,837,391$ 7,847,391$ 10,000 Community Development 1,039,494 1,041,680 1,041,680 - Public Safety 6,651,492 6,763,994 6,763,994 - Public Works 8,178,650 8,312,848 8,368,208 55,360 Recreation 3,037,373 3,428,262 3,449,392 21,130 Capital Expenditure from Unreserved Fund Balance 2,247,879 - 1,050,000 1,050,000 Total Operating Expenditures 28,863,433 27,384,174 28,520,664 1,136,490 Other Uses Transfers-Out to Debt Service - 502,502 502,502 - Transfers-Out to Mobility Fund 1,500,000 1,500,000 1,500,000 - Transfers-Out to Capital Projects Fund (Public Work Gar 2,690,000 2,500,000 - (2,500,000) Transfers-Out to Fleet Maintenance Fund - - - - Total Other Uses 4,190,000 4,502,502 2,002,502 (2,500,000) TOTAL EXPENDITURES 33,053,433 31,886,676 30,523,166 (1,363,510) NET SOURCE (USE) OF FUNDS (4,337,736) (2,563,248) (1,199,738) 1,363,510 FUND BALANCES, Beginning of Year 24,840,837 19,345,817 20,503,101 - FUND BALANCES, End of Year 20,503,101$ 16,782,569$ 19,303,362$ 1,363,510$ FUND BALANCES: Restricted For: 3% TABOR Emergency Reserve 910,903$ 866,525$ 915,695$ 49,170$ Unassigned: 22% Minimum Reserve Balance 7,271,755 6,354,518 6,715,097 360,578 Undesignated, Unreserved 12,320,443 9,561,525 11,672,571 2,111,046 TOTAL FUND BALANCES 20,503,101$ 16,782,569$ 19,303,362$ 2,520,794$ Fund Summary MUNICIPAL SERVICES General Fund #10 Attachment B Supplement #2 Unaudited Original Amended Difference Actual Budget Budget Increase Description 2025 2026 2026 (Decrease) Taxes: General Property Tax 2,914,948$ 3,165,318$ 3,165,318$ -$ General Property Tax - Delinquencies 14.96 500 500 - General Property Tax - Interest 3,909 1,900 1,900 - General Property Tax - Abatements -298.15 - - - Specific Ownership Tax 170,637 130,000 130,000 - Sales Tax 13,441,602 13,505,818 13,505,818 - Utility Tax 110,198 130,000 130,000 - Accommodation Tax 2,298,238 2,458,503 2,458,503 - Penalties and Interest 61,104 50,000 50,000 - Sales Tax Audit Assessments 50,180 50,000 50,000 - VAA Retail Sales Fee 1,161,875 1,100,000 1,100,000 - Cigarette Excise Tax 210,507 245,000 245,000 - Tobacco Add-on Sales Tax 325,442 360,000 360,000 - Franchise Fees 453,296 460,000 460,000 - Total Taxes 21,201,653 21,657,039 21,657,039 - Licenses and Permits: Liquor Licenses 6,520 7,500 7,500 - Business Licenses 271,545 200,000 200,000 - Contractor's Licenses 25,655 20,000 20,000 - Tobacco/Cigarette Licenses 3,250 1,750 1,750 - Booting/Towing Licenses 850 600 600 - Building Permits 349,675 225,000 225,000 - Road Cut Permits 250 20,000 20,000 - Mobile Vendor Cart Permits 1795 2,400 2400 - Total Licenses and Permits 659,540 477,250 477,250 - Intergovernmental: Federal Grants: Click It or Ticket 0 - 0 - Ballistic Vests Grant 2,363 2,000 2,000 - State Grants - LEAF Grant 0 12,500 12,500 - High Visibility Grant 30,237 25,000 25,000 - POST I70 Training Grants 8,667 45,000 45,000 - DOLA Grants 118,250 - 0 - Best & Brightest 33,499 Avon's Best and Brightest 0 25,000 25,000 - Other State Grants 202,074 100,000 100,000 - Local Government/Other Agency - Other Local Grants - - 0 - Revenue Detail MUNICIPAL SERVICES General Fund Supplement #2 Unaudited Original Amended Difference Actual Budget Budget Increase Description 2025 2026 2026 (Decrease) Revenue Detail MUNICIPAL SERVICES General Fund State/County Shared Revenue:- Conservation Trust 72,636 80,000 80,000 - Motor Vehicle Registration 24,755 26,000 26,000 - Highway User's Tax 226,229 236,158 236,158 - County Sales Tax 627,626 746,785 746,785 - Road & Bridge Fund 214,525 175,000 175,000 - State Severance Tax 215 2,400 2,400 - County Grants 16,763 Retail Delivery Fee 8,489 6,000 6,000 - Total Intergovernmental 1,586,328 1,481,843 1,481,843 - Charges for Services: General Government: Photocopying Charges - - 0 - License Hearing Fees - - 0 - Other Fees and Charges 1,004 2,500 2,500 - Credit Card and Paper Filing Fees 3,705 2,500 2,500 - Community Development: Plan Check Fees 160,444 150,000 150,000 - Design Review Fees 16,075 170,000 170,000 - Animal Control Fees 0 - 0 - Fire Impact Fee Administration Fees 4,828 2,500 2,500 - Public Safety: Police Reports 399 1,000 1,000 - Police Extra Duty 38,270 40,000 40,000 - Fingerprinting Fees 1305 750 750 - VIN Inspection Fees 7,487 2,000 2,000 - False Alarm Fees/Misc Police Dept Fees 0 75 75 - DUI Reimbursement 13,464 15,000 15,000 - Avon Recreation Center: Admission Fees 1,431,571 1,350,000 1,350,000 - Program Fees 30,304 30,000 30,000 - Facility Rentals 25,300 22,000 22,000 - Merchandise Sales 8,419 9,000 9,000 - Other Recreation Services 9,040 8,800 8,800 - Fitness Program Revenues 46,489 42,000 42,000 - Swim Team Revenue 58,080 52,800 52,800 - Private Lessons 11,510 20,000 20,000 - Avon Rec CTR Gift Cards 544 500 500 - Supplement #2 Unaudited Original Amended Difference Actual Budget Budget Increase Description 2025 2026 2026 (Decrease) Revenue Detail MUNICIPAL SERVICES General Fund General Recreation: Adult Program Revenues 49,590 34,000 34,000 - Cabin Equipment Rentals 41,886 35,000 35,000 - Athletic Field Rentals 1290 240 240 - Cabin Concessions 71 500 500 - Youth Program Revenues 195,495 200,000 200,000 - Special Events: Consession Sales 73,096 94,131 94,131 - Sponsorships 13,250 10,000 10,000 - Event Fees 22,755 36,200 36,200 - Special Event Admission Fees - 500 500 - Pavillion Rentals - 6,640 6640 - Total Charges for Services 2,265,671 2,338,636 2,338,636 - Fines and Forfeitures: Court Fines - Traffic 55,975 158,000 158,000 - Court Fines - Criminal 22,525 20,000 20,000 - Court Fines - Parking 2,285 3,000 3,000 - Court Costs 5,025 3,000 3,000 - Jury Fees 0 100 100 - Bond Forfeitures 0 100 100 - Police Training Surcharge 4,190 3,000 3,000 - Total Fines and Forfeitures 90,000 187,200 187,200 - Interest Earnings 1,645,688 1,500,000 1,500,000 Unrealized Gain (Loss) on Investments 3,907 - - Investment Earnings:1,649,595 1,500,000 1,500,000 - Other Revenues: Recreational Amenity Fees 343,592 345,000 345,000 - Lease of Town-Owned Property 105,798 414,462 414,462 - Restituion and Insurance Reimbursemnet 6,557 20,000 20,000 - Parking Revenue 28,848 12,000 12,000 - Miscellaneous Reimbursemnets 24,022 30,000 30,000 - Miscellaneous Nonclassified Revenues 53,511 137,000 137,000 - Total Other Revenues 605,163 958,462 958,462 - TOTAL REVENUES 28,057,950$ 28,600,430$ 28,600,430$ -$ Supplement #2 Unaudited Original Amended Difference Actual Budget Budget Increase Description 2025 2026 2026 (Decrease) General Government: Mayor and Town Council 341,931$ 275,997$ 275,997$ -$ Town Attorney 304,497 272,020 272,020 - Town Clerk 191,283 200,033 200,033 - Municipal Court 207,120 200,617 210,617 10,000 Administrative Services 1,035,611 999,090 999,090 - Community Relations 342,881 369,560 369,560 - Economic Development 219,340 394,232 394,232 - Special Events 1,376,445 1,390,007 1,390,007 - Community Grants 107,750 108,000 108,000 - Sustainability 237,447 216,162 216,162 - Subtotal General Government 4,364,304 4,425,718 4,435,718 10,000 Human Resources: Human Resources 703,816 806,984 806,984 - Finance and Information Technology: Finance 1,257,119 1,212,330 1,212,330 - Information Systems 831,794 860,588 860,588 - Nondepartmental 551,512 531,771 1,581,771 1,050,000 Subtotal Finance and IT 2,640,425 2,604,689 3,654,689 1,050,000 Total General Government, HR and Finance 7,708,545 7,837,391 8,897,391 1,060,000 Community Development: Planning and Zoning Commission 15,891 16,400 16,400 - Planning 675,759 674,531 674,531 - Building Inspection 347,844 350,749 350,749 - Total Community Development 1,039,494 1,041,680 1,041,680 - .... Police Department: Administration 1,144,258 1,281,833 1,281,833 - Patrol 4,570,920 4,769,038 4,769,038 - Investigations 637,916 407,044 407,044 - Code Enforcement 298,398 306,079 306,079 - Total Police Department 6,651,492 6,763,994 6,763,994 - Department Expenditure Summaries MUNICIPAL SERVICES General Fund Supplement #2 Unaudited Original Amended Difference Actual Budget Budget Increase Description 2025 2026 2026 (Decrease) Department Expenditure Summaries MUNICIPAL SERVICES General Fund Public Operations: Administration 365,040 410,482 422,298 11,816 Engineering 774,994 889,192 889,192 - Roads and Bridges 3,872,446 3,893,818 3,920,818 27,000 Parks 855,028 885,824 885,824 - Buildings and Facilities 2,311,142 2,233,532 2,250,076 16,544 Total Public Works Department 8,178,650 8,312,848 8,368,208 55,360 Recreation Department: Administration 340,944 341,780 362,910 21,130 Adult Programs 69,459 114,111 114,111 - Aquatics 1,045,262 1,154,516 1,154,516 - Fitness 313,775 331,110 331,110 - Guest Services 722,363 810,682 810,682 - Youth Programs 301,942 352,657 352,657 - Communtiy Swim Program 243,628 323,405 323,405 - Total Recreation 3,037,373 3,428,262 3,449,392 21,130 TOTAL OPERATING EXPENDITURES 26,615,554$ 27,384,174$ 28,520,664$ 1,136,490$ Supplement #1 Unaudited Original Amended Difference Actual Budget Budget Increase 2025 2026 2026 (Decrease) REVENUES Taxes 5,360,265$ 5,000,000$ 5,000,000$ -$ Intergovernmental 937,304 4,319,258 4,319,258 - Investment Earnings 488,203 200,000 200,000 - Other Revenue 5,580 - - - Total Operating Revenues 6,791,352 9,519,258 9,519,258 - Other Sources: Operating Transfers-In 5,226,000 4,499,667 1,999,667 2,500,000 Total Other Sources 5,226,000 4,499,667 1,999,667 2,500,000 TOTAL REVENUES 12,017,352 14,018,925 11,518,925 2,500,000 EXPENDITURES Capital Improvements: Facilities 3,316,400 8,668,500 2,407,323 (6,261,177) Parks and Open Space 3,966,994 330,000 2,733,178 2,403,178 Streets and Parking 4,259,460 2,136,701 5,347,779 3,211,078 Drainage 3,746 275,000 450,000 175,000 Utility Projects 730,228 - 553,959 553,959 Total Capital Improvements 12,276,828 11,410,201 11,492,239 82,038 Other Uses Operating Transfers-Out 3,169,289 7,656,475 7,692,502 36,027 Total Other Uses 3,169,289 7,656,475 7,692,502 36,027 TOTAL EXPENDITURES 15,446,117 19,066,676 19,184,741 118,065 NET SOURCE (USE) OF FUNDS (3,428,765) 2,052,312 (7,665,816) 2,381,935 FUND BALANCE, Beginning of Year 16,925,081 4,677,231 13,496,316 8,819,085 FUND BALANCE, End of Year 13,496,316$ 6,729,543$ 5,830,500$ (899,043)$ Fund Balances Restricted For: Asphalt Overlay 423,144$ -$ -$ -$ Assigned For: Tract G/URA Projects 844,108 2,676,040 2,429,108 - Unassigned: Unreserved 12,229,064 3,628,863 3,269,990 (358,873) Total Fund Balances 13,496,316$ 6,729,543$ 5,699,098$ (358,873)$ Fund Summary MUNICIPAL SERVICES Capital Projects Fund #41 Attachment C CAPITAL PROJECTS FUND 5-YEAR PLAN SUMMARY Current Original Revised Unaudited Budget Budget 2025 2026 2026 2027 2028 2029 2030 REVENUES Real Estate Transfer Tax: Base Level 5,360,265$ 5,000,000$ 5,000,000$ 5,150,000$ 5,304,500$ 5,463,635$ 5,627,544$ Lot 3 Development (79 Units)- - - - 1,050,000 1,715,000 - McGrady Acres (12 Units under construction)- - - 600,000 - - - Penalties and Interest - - - - - - - Interest Earnings 356,801 200,000 200,000 200,000 150,000 150,000 150,000 Intergovernmental: Federal/State/County: Colorado Water Conservation Board - - - - - - - Colorado Recycling Center Grant 112,384 - - - - - - DOLA Grant (East Park Restrooms)213,668 - - - - - - CDOT Transit Grant 2024 Bus - 2,799,956 2,799,956 - - - - CDOT Transit Grant 2025/6 Bus Charging Equipment - 384,000 384,000 - - - - CDOT Transit Grant for Fleet Lifts (Washbay)- -- - - - - CDOT Transit Grant for Fleet Lifts (Main)- 240,000 240,000 - - - - CEO Grant - DCFC Plaza Grant (LM - $319,900)- -- 560,000 - - - GOCO Grant (Eaglebend Playground)- -- - - - - Eagle County Contribution (Hwy 6 Roundabout)334,691 - - - - - - CDOT Off-System Bridge Grant - 895,302 895,302 - - - - CDOT Highway Safety Improvement Grant (Avon Rd - RRFB)276,561 - - - - - - Eagle County Contribution Lot 5 Recycling Center - - - - - - - Colorado Parks and Wildlife Grant - - - - - - - Other Revenues: Local Bank Financing Recreation Center - - - - 4,200,000 - - Community Contributions - - - - - - - Nonclassified 5,580 - - - - - - Total Operating Revenues 6,659,950 9,519,258 9,519,258 6,510,000 10,704,500 7,328,635 5,777,544 Other Sources: Transfers In - General Fund - Parks Garage 2,690,000 - - - - - - - Recreation Center Acquatics - 2,500,000 - 2,500,000 - - - Transfers In - Avon URA -Tract G Projects 1,750,000 1,750,000 1,750,000 1,800,000 1,750,000 1,750,000 1,750,000 - Lot 3 TIF Revenues (est 111 unit condo building)- - - - 41,279 82,588 82,588 Transfers In - Community Enhancement Fund Projected CAPITAL PROJECTS FUND 5-YEAR PLAN SUMMARY Current Original Revised Unaudited Budget Budget 2025 2026 2026 2027 2028 2029 2030 Projected - Powerline Undergrounding/LED Rec Center 361,000 - - - - - - Transfers In - Water Fund - Nottingham-Puder Ditch - - - - 100,000 - - Transfers In - Equipment Replacement Fund - Snow Plows 425,000 - - 450,000 - - - McGrady Acres Park Cash-in-Lieu Payment - 249,667 249,667 - - - - Total Other Sources 5,226,000 4,499,667 1,999,667 4,750,000 1,891,279 1,832,588 1,832,588 Total Revenues and Sources of Funds 11,885,950$ 14,018,925$ 11,518,925$ 11,260,000$ 12,595,779$ 9,161,223$ 7,610,132$ EXPENDITURES Capital Improvements: Facilities 3,316,400 8,668,500 2,407,323 8,815,000 800,000 4,400,000 - Parks and Open Space 3,966,994 330,000 2,733,178 - 6,750,000 2,750,000 - Streets and Parking 4,259,460 2,136,701 5,347,779 3,680,000 40,000 340,000 1,553,973 Drainage 3,746 275,000 450,000 - - - 1,425,000 Utility Projects 730,228 - 553,959 - - - - Total Expenditures 12,276,828 11,410,201 11,492,239 12,495,000 7,590,000 7,490,000 2,978,973 Other Uses: Transfers Out - General Fund: - Engineering Department Salary and Benefits 657,747 722,988 722,988 751,908 781,984 813,264 845,794 Transfers Out - Community Housing Fund: - Mi Casa Program 781,961 500,000 536,027 515,000 530,450 546,364 562,754 Transfers Out - Debt Service Fund: - 2014B COPS (Street Improvements)320,637 317,304 317,304 318,820 320,033 319,393 - - 2016 COPS (Public Safety Bldg.)449,325 445,625 445,625 444,125 445,925 442,125 442,925.00 - 2020 Refunding COPs 190,794 190,341 190,341 191,139 191,900 191,624 191,324.00 - Local Bank Financing 960,000 960,000.00 Transfers Out - Mobility Fund: - Diesel Buses (2)200,000 970,000 970,000 - - - - - Electric Buses (2)- 3,071,306 3,071,306 - - - - Electric Bus Charging Equipment 480,000 480,000 Transfers Out - Fleet Maintenance Fund: - 2020 COPs (Fleet Maintenance Bldg.)193,825 195,611 195,611 196,348 196,048 195,723 195,374 CAPITAL PROJECTS FUND 5-YEAR PLAN SUMMARY Current Original Revised Unaudited Budget Budget 2025 2026 2026 2027 2028 2029 2030 Projected - 80/20 Match on Grant for Lifts 240,000 - - - - - - - 80/20 Match on Grant for Lifts (Main)300,000 300,000 Transfers Out - Equipment Replacement Fund: - Ballot Box 2,500 2,500 - Drain Snake 10,800 10,800 - Police Dept. Take-home Vehciles and Equipment - - - - - - - - Dump Truck/Road Widener/Roller - - - - - - - - External Vest Ballistic Plates 40,000 - - - - - - - Digital Signs on Railroad Tracks 37,000 - - - - - - - Heavy Duty Dump Trailer 20,000 - - - - - - - Diesel Light Towers (2)38,000 - - - - - - - Armored Rescue Vehicle - - - - - - - - Snow Plow - 450,000 450,000 450,000 450,000 - - Total Other Uses 3,169,289 7,656,475 7,692,502 2,867,340 2,916,340 3,468,493 3,198,171 Total Expenditures and Uses of Funds 15,446,117 19,066,676 19,184,741 15,362,340 10,506,340 10,958,493 6,177,144 Net Source (Use) of Funds (3,560,167) (5,047,751) (7,665,816) (4,102,340) 2,089,439 (1,797,270) 1,432,988 Fund Balance, Beginning of Year 16,925,081 17,050,547 13,364,914 5,699,098 1,596,758 3,686,197 1,888,927 Fund Balance, End of Year 13,364,914$ 12,002,796$ 5,699,098$ 1,596,758$ 3,686,197$ 1,888,927$ 3,321,915$ Fund Balances Restricted For: Asphalt Overlay 423,144$ 423,144$ -$ -$ -$ -$ -$ Assigned For: Tract G/URA Projects 844,108 2,429,108 2,429,108 172,272 422,272 272,272 2,022,272 Unassigned:. Unreserved 12,097,662 9,150,544 3,269,990 1,424,486 3,263,925 1,616,655 1,299,643 Total Fund Balances 13,364,914$ 12,002,796$ 5,699,098$ 1,596,758$ 3,686,197$ 1,888,927$ 3,321,915$ (1)(2)(3)(4)(1+2+4) Revised 2024 and Original Amended Estimated Difference Account Prior Actual Budget Budget #1 Project-to-Date Remaining Expenditures Increase Number Description Actuals 2025 2026 2026 Expenditures Less Current Year Budget Current Proposed (Decrease)Project Status CAPITAL IMPROVEMENT PROJECTS Facilities: Avon Regional Transit Facilities: 14024 ARTF - BAS / HVAC PM -$ -$ -$ 312,000$ 312,000$ -$ 312,000$ 312,000$ -$ In Progress 14026 ARTF - Bus Wash Exit 25,709 - - - 25,709 - 125,000.00 125,000.00 - Completed - 2025 14025 ARTF - HVAC Separation 18,087 282,772 - 300,859 - 170,000.00 170,000.00 - Completed - 2025 14033 Upgrading ARTF meeting room 13,500 13,500 13,500 - 13,500.00 13,500.00 - In Progress 14034 ARTF roof repairs 50,000 50,000 50,000 - 50,000.00 50,000.00 - In Progress 14035 ARTF Bus Wash Replumbing 15,000 15,000 15,000 - 15,000.00 15,000.00 - In Progress 19015 Heat exchangers/pumps for heat recovery system 100,000 100,000 100,000 - 100,000.00 100,000.00 - In Progress 70001 Sun Road Development Match 40,000 40,000 40,000 - 40,000.00 40,000.00 - In Progress Public Works Garage - 13014 Public Works Garage (Planning, Design, Mgt)361,618 314,085 - - 675,702 (75,702) 600,000.00 600,000.00 In Progress 13015 Public Works Garage (Construction)1,909,500 2,304,028 - - 4,213,528 150,510 4,364,038.00 4,364,038.00 In Progress Recreation Center 15050 Rec Center Office Area Expansion 61,373 - - 61,373 - 75,000.00 75,000.00 Completed - 2025 15052 Rec Center Surveillance Camera Replacements 22,901 28,190 - 8,909 60,000 0 60,000.00 60,000.00 In Progress 15040 Rec Center Roof Repairs - 10,000 10,000 - 10,000.00 10,000.00 In Progress 15048 Rec Center Painting 20,045 - -20,045 - 20,000.00 20,000.00 - Completed - 2025 15038 Rec Center Building Key Card Access 3,702 25,915 - 33,033 62,650 0 62,650.00 62,650.00 - In Progress 15049 Fitness Area Floor Replacement - 110,000 110,000 - 110,000.00 110,000.00 - In Progress 15051 Rec Center Break Room Remodel 24,000 - -24,000 - 15,000.00 15,000.00 - Completed - 2025 15054 Avon Rec center Hot Water Holding Tank replacement 45,000 45,000 45,000 - 45,000.00 45,000.00 - In Progress 15056 Upgrade Cardio machines for Cable Service 15,000 15,000 15,000 - 15,000.00 15,000.00 - In Progress 15053 Rec Center Aquatics 73,000 8,405,000 - 73,000 8,332,000 8,405,000 8,405,000 - In Progress Fleet Builidng 14020 Fleet Maintenance - HVAC / AC 10,900 9,500 - - 20,400 - 25,000.00 25,000.00 - Completed - 2025 14027 Fleet Compressor System 33,808 - - - 33,808 - 40,000.00 40,000.00 - Completed - 2025 14031 Wash Bay Lift - - - 320,000.00 320,000.00 - Completed - 2025 14028 Fleet Vehicle Lift 300,000 300,000 300,000.00 300,000.00 In Progress 14010 Fleet Maintenance EPDM Roof Replacement - 460,000 460,000 - 460,000.00 460,000.00 - In Progress 14030 Fleet Heating Replacement 36,400 - 363,600 400,000 - 400,000.00 400,000.00 - In Progress Facility Office Shop 13016 Bldg 351 - Rehab 13,717 - - 13,717 - 150,000.00 150,000.00 - Completed - 2025 NEW ARTF Office Renovation 136,283 136,283 136,283.00 136,283.00 In Progress Town Hall 11029 Building Access Control 31,104 - - 31,104 - 82,650.00 82,650.00 - Completed - 2025 11034 Council AV Improvemnts 73,990 69,766 - 143,756 - 125,000.00 125,000.00 - Completed - 2025 11036 Town Hall attic ventilation and fire alarm system installation 30,000 30,000 30,000 - 30,000.00 30,000.00 - In Progress Public Safety Facility 12008 PD Cooling Tower Chemical loop pump 6,700 - - 6,700 - 12,000.00 12,000.00 - Completed - 2025 12009 EV Charging Station at PD 73,620 16,233 - 89,853 - 100,000.00 100,000.00 - Completed - 2025 31043 Tract A DC Fast Chargers 350,000 350,000 - 350,000.00 350,000.00 - In Progress 21071 Pavilion emergency back up 15,000 15,000 15,000 - 15,000.00 15,000.00 - In Progress Parks and Open Space HAN Nottingham Park 11025 H.A. Nottingham Park East Improvements**612,992 2,754,890 1,558,670 4,926,552 0 4,926,552.00 4,926,552.00 - In Progress 21064 Park Water Fountain Replacement*3,188 36,723 58,089 98,000 - 98,000.00 98,000.00 - In Progress 21070 Special Events Meridian Barriers 66,983 31,773 98,756 - 96,983.00 96,983.00 - Completed - 2025 15044 Art Pedestal Repairs and Solar Light Install 13,140 - 13,140 - 75,000.00 75,000.00 - Completed - 2025 15046 HAN Pavilion - Remove Rust and Paint 20,000 20,000 - 20,000.00 20,000.00 - In Progress 21058 HAN Park North Restrooms 59,754 - 59,754 0 59,754.00 59,754.00 - In Progress O'Neal Spur Park 21057 O'Neal Spur Park Parking Lot Rebuild*100,000 100,000 100,000 - 100,000.00 100,000.00 - In Progress 21027 O'Neal Spur Park Improvements Design 20,000 20,000 20,000 - 20,000.00 20,000.00 - In Progress Traer Creek Parks 34049 Traer Creek Apt - P1 250,000 250,000 - 250,000.00 250,000.00 - In Progress Eaglbend Park 21066 Eaglebend Park Improvements*67,239 684,742 138,019 890,000 (0) 890,000.00 890,000.00 - In Progress CIP Projects Inventory Project Expenditures Total Project Budget Capital Projects Fund #41 2026 Supplemental Amendment #2 (1)(2)(3)(4)(1+2+4) Revised 2024 and Original Amended Estimated Difference Account Prior Actual Budget Budget #1 Project-to-Date Remaining Expenditures Increase Number Description Actuals 2025 2026 2026 Expenditures Less Current Year Budget Current Proposed (Decrease)Project Status CAPITAL IMPROVEMENT PROJECTS CIP Projects Inventory Project Expenditures Total Project Budget Capital Projects Fund #41 2026 Supplemental Amendment #2 Irrigation Repairs 31033 Post Blvd Irrigation Repair 83,238 59,481 142,719 - 150,000.00 150,000.00 - Completed - 2025 21065 Irrigation System and Landscape Design*- 80,000 80,000 - 80,000.00 80,000.00 In Progress 21068 H.A.N. Irrigation System Construction - - 1,500,000 1,500,000.00 1,500,000.00 - In Progress Trails 34048 West Avon Preserve Trail Repair 35,000 35,000 - 35,000.00 35,000.00 - In Progress 34045 Recreation Trail Reconstruction 39,952 39,952 - 40,000.00 40,000.00 - Completed - 2025 Saddleridge Park 21063 Saddle ridge Park Refresh 100,000 100,000 100,000 - 100,000.00 100,000.00 - In Progress Pedestiran Mall 31044 Pedestrian Mall Extension Design 30,308 306,292 - 263,400 600,000 (0) 600,000.00 600,000.00 - In Progress Misc 15055 Relocate Nottingham Historic Shed 50,000 50,000 50,000 - 50,000.00 50,000.00 - In Progress 21054 Wildland Fire Mitigation 40,000 40,000 40,000 40,000 120,000 - 120,000.00 120,000.00 - Ongoing 31053 Post Blbd Irrigation and Boulders 20,000 20,000 20,000 - 20,000.00 20,000.00 - In Progress Streets and Parking Safety Improvments 32030 Avon Road Crossings (RRFB-2025)190,101 630,840 381,216 1,202,157 0 1,202,157.00 1,202,157.00 - In Progress 32039 US Hwy 6 Safety and Mobility Improvements Project*311,492 3,220,479 2,568,029 6,100,000 (0) 6,100,000.00 6,100,000.00 - In Progress 34042 Benchmark Rd Crosswalks (2)35,900 - 35,900 - 35,900.00 35,900.00 - Completed - 2025 32046 WBCB River Bridge Deck Repair & Railing Upgrade*53,849 28,603 522,000 1,036,677 1,119,129 (1) 1,119,128.00 1,119,128.00 - In Progress 32045 Old Trail Road Asphalt Overlay*789,701 - - - 789,701.00 789,701.00 - Completed - 2025 31034 I-70 Off-ramp Streetlight Repair 50,000 50,000 - 50,000.00 50,000.00 - In Progress 12010 Mobile VMS Sign for Code Enforcement 14,312 - 14,312 - 20,000.00 20,000.00 - Completed - 2025 14032 East Beaver Creek Blvd Childcare Bus Stop 33,174 116,826 150,000 - 150,000.00 150,000.00 - In Progress Asphalt Overlay 31045 Post Blvd. Asphalt Overlay 11,760 111,151 - 250,000 372,911 2,377,089 2,750,000.00 2,750,000.00 - In Progress 31052 Lake Street / Riverfront Asphalt Overlay 75,000 75,000 75,000 850,000 925,000.00 925,000.00 - In Progress 32044 Swift Gulch Road - East Asphalt overlay 624,038 30,677 654,715 18,759 673,474.00 673,474.00 - In Progress 15025 Metcalf Cabin Relocation 20,000 20,000 - 20,000.00 20,000.00 - In Progress Roundabouts 32050 RAB1 & 2 Avon Rd Concrete and Landscaping Redesign 300,000 300,000 300,000 30,000 330,000 330,000 - In Progress Retaining walls 32035 Metcalf Road - Retaining Wall Stabilization*6,494 73,507 80,001 (1) 80,000 80,000 - In Progress 32049 RAB5 Post Blvd Bridge Wall Repair 13,476 86,524 100,000 (0) 100,000 100,000 - In Progress 31035 Town Wide Retaining Wall Structures Analysis 19,406 200,000 100,000 119,406 160,594 280,000 280,000 - In Progress Guardrails 33220 Annual Guard Rail Repiars 40,000 80,000 80,000 - 80,000 80,000 - Completed 33222 Seal coats all Town parking lots 110,000 110,000 110,000 - 110,000 110,000 - In Progress 31032 Village at Avon Railing (white)35,000 35,000 35,000 - 35,000 35,000 - In Progress 14036 Brick work at Avon Station 65,000 65,000 65,000 - 65,000 65,000 - In Progress - In Progress (1)(2)(3)(4)(1+2+4) Revised 2024 and Original Amended Estimated Difference Account Prior Actual Budget Budget #1 Project-to-Date Remaining Expenditures Increase Number Description Actuals 2025 2026 2026 Expenditures Less Current Year Budget Current Proposed (Decrease)Project Status CAPITAL IMPROVEMENT PROJECTS CIP Projects Inventory Project Expenditures Total Project Budget Capital Projects Fund #41 2026 Supplemental Amendment #2 Drainage 61015 Nottingham Rd Basin 4 Erosion Control 387,350 3,746 391,095 - 400,000 400,000 Completed - 2025 61017 Nottingham Reservoir Repairs - 200,000 300,000 300,000 - 300,000 300,000 - In Progress 61016 Puder Ditch Headgate Repair (Design & Const)75,000 150,000 150,000 1,425,000 1,575,000 1,575,000 - In Progress Utilities 19011 Recycling Center Upgrade*278,268 142,114 - - 420,382 - 437,215 437,215 - Completed - 2025 NEW Heat Recovery Analysis - - - 33,470 33,470 - 33,470 33,470 In Progress 91053 Ballistic Vests 34,279 - 34,279 - 40,000 40,000 Completed - 2025 21055 Power Line Undergrounding* (part East Park)10,144 504,969 - - 515,113 - 481,972 481,972 - Completed - 2025 81023 IT Upgrades Recreation and Fleet 40,275 19,725 60,000 - 60,000 60,000 - Complete 61018 Upgrade Nottingham Puder Ditch Pump Station 5,763 294,238 300,001 (1) 300,000 300,000 - In Progress 81021 Nottingham Park Wi-Fi Access**19,119 2,828 - 128,053 150,000 - 150,000 150,000 - In Progress 81011 Broadband (Connection to Thor and Avon PD)**46,528 - 78,473 125,001 (1) 125,000 125,000 - In Progress Total Capital Improvement Projects 5,430,185$ 12,162,306$ 11,470,201$ 11,492,241$ 29,084,732$ 14,768,246$ 45,202,427$ 45,202,427$ -$ Supplement #1 Unaudited Original Amended Difference Actual Budget Budget Increase 2025 2026 2026 (Decrease) REVENUES Taxes: Short-term Rental Tax 1,041,531$ 1,013,112$ 1,013,112$ -$ Use Tax on Construction Materials 414,706 400,000 400,000 - Intergovernmental: State Grants 143,668 - - - Other Local Grants -220,000 220,000 Charges for Services: Rental Revenues - Employees 91,500 138,300 138,300 - Other Revenue: Bond Issuance Fees 15,788 9,000 9,000 - Total Operating Revenues 1,707,193 1,780,412 1,780,412 - Other Sources Operating Transfers-In 781,961 500,000 536,027 36,027 Total Other Sources 781,961 500,000 536,027 36,027 TOTAL REVENUES 2,489,154 2,280,412 2,316,439 36,027 EXPENDITURES General Government: Community Housing Capital Projects: Planning and Consulting - - - - Facilities 354,396 -2,996,663 2,996,663 Mi Casa Deed Restriction Program 1,662,435 1,750,000 1,772,893 22,893 MEHOP 250,000 625,000 625,000 - Grant Consulting -24,000 24,000 R&M Rental Town Owned Units 35,769 20,000 20,000 - Personnel Expenses 131,461 145,291 145,291 - Other Professional Services -4,000 4,000 - Professional Development 1,943 2,750 2,750 - Community Housing Operating Expenditures 12,709 30,000 30,000 - TOTAL EXPENDITURES 2,448,714 2,601,041 5,620,597 3,019,556 NET SOURCE (USE) OF FUNDS 40,441 (320,629) (3,304,158) (2,983,529) FUND BALANCES, Beginning of Year 3,615,139 1,359,394 3,655,580 2,296,186 FUND BALANCES, End of Year 3,655,580$ 1,038,765$ 351,422$ (687,343)$ Fund Summary Community Housing Fund #25 Supplemental Amendment #2 Attachment D Total 2024 and Project Prior Yr.Unaudited Project #Community Housing Projects Budget Actuals 2025 Planning and Consulting: 10001 Swift Gulch 359,056$ 358,982$ -$ 10002 East Parcels 160,000 30,034 - 10003 General Housing Inventory 50,000 42,470 - 10004 Lot 5 Employee Housing - Design 1,694,944 257,894 31,835 10005 Eagle County Regional Housing Action Plan 224,000 152,205 58,694 10006 Potential Housing Projects (wildwood annex/slopeside)200,000 6,749 - 10007 Slopeside 50,000 - 116,300 10010 State Land Board Housing Developmnet 30,000 - - 10008 Multi Jurisdictional Housing Authory 200,000 - 59,423 10009 Sun Road Redevelopmnet 220,000 - 42,347 NEW East Avon Preserve 75,000 - - NEW Wildridge Annex 75,000 - - Facilities: NEW Town Owned Community Housing - - - Total Community Housing Projects 3,338,000$ 848,334$ 308,599$ Project Carryforwards East Parcels 129,966 Lot 5 Employee Housing - Design 1,405,215 Potential Housing Projects (wildwood annex/slopeside)193,251 Multi Jurisdictional Housing Authory 140,578 Sun Road Redevelopmnet 177,653 Total Carryforward for Projects 2,046,663 Current Final Estimated Original Revised Revised Project Cost Proposed Budget Budget Budget To-Date Budget Amend 2026 2026 2026 2026 2026 2027 2028 -$ -$ -$ 358,982$ -$ -$ -$ - - - 30,034 129,966 - - - - - 42,470 - - - - - - 289,729 1,405,215 - - - - - 210,899 - - - - - - 6,749 193,251 - - - - - 116,300 - - - - - - - - - - - - - 59,423 140,578 - - - - 42,347 177,653 - - - - - - - - - - - - -$ -$ -$ 1,156,933$ 2,046,662$ -$ -$ Projec Supplement #1 Unaudited Original Amended Difference Actual Budget Budget Increase 2025 2026 2026 (Decrease) REVENUES Charges for Services: Equipment Replacement Charges 1,448,022$ 1,448,022$ 1,448,022$ -$ Interest Earnings 155,581 120,000 120,000 - Other Revenue: Insurance Claim Reimbursements - - - - Total Operating Revenues 1,603,603 1,568,022 1,568,022 - Other Sources Transfers-In from Capital Projects Fund 135,000 473,300 473,300 - Sales of Fixed Assets 65,869 120,000 120,000 - Total Other Sources 200,869 593,300 593,300 - TOTAL REVENUES 1,804,472 2,161,322 2,161,322 - EXPENDITURES Capital Outlay: Fleet and Heavy Equipment 1,105,378 222,269 222,269 - Recreation Center Equipment 50,352 46,538 46,538 - Computer and Office Equipment 81,158 47,754 47,754 - Machinery and Equipment 92,962 104,615 157,240 52,625 Heat Recovery - - - - Total Operating Expenditures 1,329,850 421,176 473,801 52,625 Other Uses: Transfer-Out to Capital Projects Fund 425,000 450,000 450,000 - TOTAL EXPENDITURES 1,754,850 871,176 923,801 52,625 NET SOURCE (USE) OF FUNDS 49,622 1,290,146 1,237,521 (52,625) FUND BALANCES, Beginning of Year 5,477,412 4,638,268 5,527,034 888,766 FUND BALANCES, End of Year 5,527,034$ 5,928,414$ 6,764,555$ 836,141$ Fund Summary MUNICIPAL SERVICES Equipment Replacement Internal Service Fund #63 Attachment E TOWN OF AVON DETAILED BUDGET REQUESTS 2026 Approved Budget Department:N/A Program:Machinery and Equipment #814 2026 Account Approved Number Account Name Justification Budget EQUIPMENT REPLACEMENT: Machinery and Equipment Variable Message Signs 10,084 Variable Message Signs 10,084 Variable Message Signs 10,084 SandPro Tiller 22,926 ProGator 2030A 42,379 Power Steering Machine 2,369 Brake Service Machine 4,664 Oil Filter Crusher 2,025 104,615$ -$ 66499 Other Machinery and Equipment 104,615 66000 Total Capital Outlay 104,615$ TOWN OF AVON DETAILED BUDGET REQUESTS 2026 Proposed Amended Budget Department:N/A Program:Machinery and Equipment #814 2026 Account Proposed Number Account Name Justification Budget EQUIPMENT REPLACEMENT: Machinery and Equipment Variable Message Signs 10,084.00 Variable Message Signs 10,084.00 Variable Message Signs 10,084.00 SandPro Tiller 22,926.00 ProGator 2030A 42,379.00 Power Steering Machine 2,369.00 Brake Service Machine 4,664.00 Oil Filter Crusher 2,025.00 AMENDED Fleet Lift 52,625.00 157,240$ -$ 66499 Other Machinery and Equipment 157,240 66000 Total Capital Outlay 157,240$ 970.748.4088 predmond@avon.org TO: Finance Committee Members FROM: Paul Redmond, Chief Financial Officer RE: Planning Area A Phase II Financial Projections DATE: April 27th, 2026 SUMMARY: This report documents the Phase II buildout public-revenue model using 2026 assessment rates. The model includes (1) property-tax-driven Tax Increment Financing (TIF) revenue to the Avon Downtown Development Authority (DDA) and (2) one-time/transactional fees and taxes allocated to the Village at Avon and the Town of Avon. Deed-restricted condominium units are modeled as fully exempt from DDA TIF property tax (shown as $0 DDA TIF for that use type). • Total public revenues (modeled): $21.28 million • Annual DDA TIF: $711,755 (commercial) and $464,647 (free-market residential); deed-restricted units modeled as exempt • Village at Avon share: 86% of total modeled public revenues • Primary revenue driver: retail (71% of total) • One-time revenues (Village at Avon): $12.4M use tax and $3.4M Real Estate Transfer Tax (RETT) TAX INCREMENT FINANCING: The Village at Avon is evaluating Phase II of Planning Area A. This phase would include approximately 100,000 square feet of commercial space, including higher-end anchor stores, as well as 100 free-market residential units and 100 deed-restricted units. Upon completion, the annual TIF generated for the Avon Downtown Development Authority would be $711,755 from the commercial space and $464,647 from the free-market units. The deed-restricted units would be fully exempt from tax increment financing. VILLAGE AT AVON TRANSACTIONAL FEES/TAXES: The Village at Avon retail sales fee is 4% and is applied to all retail transactions. Staff anticipate this fee will generate approximately $2 million per year, based on higher-end stores generating $500 in sales per square foot per year. These funds would be collected and retained by the Village at Avon. Staff also evaluated additional retail sales fee revenue generated by the 100 free-market units. Based on a previously issued Fiscal and Economic Impact Analysis for the Village (at Avon) by the Concord Group the average household is anticipated to spend $26,000 annually on the local economy. Staff anticipate 50% of this household expenses will occur in the Village at Avon, with the other half in the Town. This would generate an additional $104,000 in sales tax for both the Village and the Town. While the free-market units may include some short-term rentals, the Town does not expect this to generate meaningful revenue from the 4% accommodation sales fee. The Village at Avon would also collect one-time fees such as the 4% use tax on construction materials and the 2% Real Estate Transfer Tax (RETT). These are expected to generate $3.4 million in one-time use tax revenue and $3.4 million in RETT revenue. Page 2 of 2 Staff believe these additional revenues would help accelerate payments toward outstanding debts and developer advances. TOWN OF AVON TRANSACTIONAL FEES/TAXES: These anchor stores would also generate additional revenue for the Town of Avon. The Town’s 4% sales tax is projected to increase by approximately $200,000 per year (10% of the total sales fee), as shoppers would also make purchases at stores located in the Town. Building permits and other miscellaneous fees would generate approximately $1.5 million in one-time revenue. The deed-restricted units would also be exempt from these fees. CONCLUSION: Under the modeled 2026 assessment rates and exemption treatment, the Phase II buildout totals $15.67M in public revenues. The Village at Avon is the largest beneficiary (76% of total), and free market units is the primary revenue driver (57% of total). Future development in the Village would help accelerate payments toward outstanding debts. Thank you, Paul ATTACHMENTS: Attachment A: Planning Area A Phase II Jurisdiction Retail Open Market Units Deed Restricted Units Traer Creek 4,040,000.00$ 5,261,100.00$ 452,000.00$ Avon DDA 711,775.00$ 464,646.72$ -$ Town of Avon 635,003.00$ 1,176,376.58$ 56,305.60$ Non-Village Residential Commercial Mill Levy Assessment Ratio Assessment Ratio 56.942 6.80%25.00% Trear Creek Metro District Avon Downtown Development Authority RETAIL: Town of Avon Retail Space Open Market Deed Restricted Number of Units/SF 100,000.00 100 100 LSF - - - Value per SF 500.00$ 800.00$ 600.00 Value 50,000,000.00$ 120,000,000.00$ 120,000,000 Assessed Value For Assessor 12,500,000.00$ 8,160,000.00$ 8,160,000$ Annual TIF Property Tax for DDA 711,775.00$ 464,646.72$ -$ Retail Sales Fee ($500/sqft)*2,000,000.00$ 52,000.00$ 52,000.00$ * Project Sales Fees for Residential Accommodation Sales Fee -$ 9,100.00$ -$ Village at Avon memos says average of $26,000 Use Tax for Community Housing 1,000,000.00$ 2,400,000.00$ -$ to local economy per household. Add on Retail Sales Fee 15,000.00$ 458.25$ 390.00$ 4% TOA Sales Tax on Sales Fee 600.00$ 18.33$ 15.60$ 4% TOA Sales Tax 200,000.00$ 52,000.00$ 52,000.00$ Building Permints 265,200.00$ 720,000.00$ -$ Plan, Mech and Plumbing Fees 152,903.00$ 400,000.00$ -$ RETT (Recorded at the time of sale)1,000,000.00$ 2,400,000.00$ -$ Water Tap Fees 40,000.00$ 400,000.00$ 400,000.00$ Water Usage Fee $3.25 per SFE 1,300.00$ 3,900.00$ 3,900.00$ Totals Total Traer Creek 4,040,000.00$ 5,261,100.00$ 452,000.00$ 9,301,100.00$ Avon DDA 711,775.00$ 464,646.72$ -$ 1,176,421.72$ Town of Avon 635,003.00$ 1,176,376.58$ 56,305.60$ 1,811,379.58$ Phase II 2026 Assessment Rates CONDO: Attachement A BE A V E R C R E E K E X P R E S S G O N D O L A Av o n R o a d 70 66 66 6 d PHASE II Retail Pads Available Access to Two Full Interchanges off I-70 RIVERFRONT EXPRESS GON D O L A Willia m J P o s t B lv d MASTER PLANNED AREA PROPOSED BeaverCree k B l v d PHASE I Proposed Whole Foods 91 Luxury Condominiums SEQ I-70 AND AVON RD AVON, CO +/- 40 ACRE WHOLE FOODS ANCHORED MIXED-USE PROJECT VAIL VALLEY MIXED-USE JARED ECK 303-800-9177 jared@kensingtondev.com Av o n R o a d 70 6 PH A S E I I PROPOSED PH A S E I 5-ACRE PHASE I DEVELOPMENT TO BREAK GROUND SPRING 2026 The Site SEQ I-70 AND AVON RD AVON, CO VAIL VALLEY MIXED-USE Is a +/- 40-acre master planned develop- ment in the heart of Avon with direct access to two (2) full I-70 interchanges. Phase I of the development to break ground in Spring 2026. Phase I to include proposed Whole Foods, +/- 91 luxury condos, and retail pads. The Vail Valley Mixed-Use is and exciting opportunity in an extremely high barrier to entry trade area on one of the last developable pieces of land in the Vail Valley. CONCEPTUAL SITE PLAN - SURFACE LEVEL VAIL VALLEY MIXED-USE JARED ECK 303-800-9177 jared@kensingtondev.com CONCEPTUAL SITE PLAN - BELOW PODIUM VAIL VALLEY MIXED-USE JARED ECK 303-800-9177 jared@kensingtondev.com PHASE I PHASE II PROPOSED GENERAL ARRANGEMENT PLAN VAIL VALLEY MIXED-USE SOUTHEAST AERIALVIEW 1 2 3 4 5 6789 10 THEVILLAGE AT AVON: INTERIM MASTERPLAN SEPTEMBER 2024THVILGEAVAOVON: INTERIM MA ERPLAN TE BER 2024 SOUTHEAST AERIAL VIEW VAIL VALLEY MIXED-USE JARED ECK 303-800-9177 jared@kensingtondev.com RURAL ROAD PRIMARY URBAN ROAD SECONDARY URBAN ROADBOULEVARD GREENBELT MULTIPURPOSE TRAIL (BIKE/PEDESTRIAN) STREET PARKING TREE LINED LANDSCAPE TREE LINED LANDSCAPE (NO STREET PARKING OR BIKE LANE) CONNECTION TO PLANNING AREA C BIKE LANE SUBSTANTIAL TREE LINED LANDSCAPE TRANSIT ROUTE SHARED SPACE - PEDESTRIAN PRIORITIZED ZERO CURB EDGE - CONTINUOUS PAVING BOLLARD EDGES TEXTURED / TACTILE WARNING PEDESTRIAN ONLY WALKING, RUNNING, PERSONAL WHEELED CONVEYANCES (SCOOTERS, SKATE, BIKES) LA K EF RO NT PROMENADE PLAYGROUND DOG PARK LAKE ROUNDABOUT STUDY: -R100 (MIN DIMENSION) -REQUIRES SOME SHAPING ON P1 CONDO BUILDING -LESS PEDESTRIAN FRIENDLY (APPEAL) PUBLIC PARK EAST BEAVER CREEK BOULEVARD CRESCENT HILL ROADE. BEAVER CREEK BLVD E. B E A V E R C R E E K B L V D CHAPEL PLACE CHAPEL PLACE T S N I A M TRANSIT TRANSIT TR A N S I T RETAIL PROMENADE MA I N S T PLAZA THEVILLAGE AT AVON: INTERIM MASTERPLAN SEPTEMBER 2024MTHETHVILVILAAGEGEAST AAVVAAAOOVVTON: INON: IN EERIMTERIMRMAMAS PLERPLAN SERPLAN AEPTEMTEP NNER 2024BER 2024 I N G PEDESTRIAL AND VEHICULAR CIRCULATION VAIL VALLEY MIXED-USE GREEN SPACE & RECREATION VAIL VALLEY MIXED-USE ILLUSTRATIVE PLAN VAIL VALLEY MIXED-USE JARED ECK 303-800-9177 jared@kensingtondev.com 665’ = 3-5 minute walk SHARED SPACE, ZERO-EDGE, CONTINUOUS PAVING, PEDESTRIAN PRIORITIZED ZONE * PARKING LEVELS TBC Scramble-type intersection 466’ TO GROCER 260’ COMMERCIAL LAKEFRONT Scramble-type intersection PLAZA GRAND STAIRS PLAZA PLAZA WEST ANCHOR RETAIL EAST ANCHOR FEATURE F&B FEATURE F&B MID ANCHOR ENTER- TAINMENT PLANVIEW BENCHMARK - LANCASTER, CA STREET SECTION PUBLIC RIGHT OF WAY WITH DIAGONAL TEASER PARKING, OPEN SPACE AMENITIES, ATTRACTIVE STREETSCAPE, FIXTURES AND WATER FEATURES THEVILLAGE AT AVON: INTERIM MASTERPLAN SEPTEMBER 2024THETHVILVILAAGE GE A ST AAVVAAAOOVVTON: INON: IN EERIMTERIMRMAMASS PLERPLAN STERPLAN AEPTEMTEP NNER 2024BER 2024 I N G RETAIL PROMENADE VAIL VALLEY MIXED-USE VIEWS VAIL VALLEY MIXED-USE JARED ECK 303-800-9177 jared@kensingtondev.com EYE-LEVEL 2: LAKEFRONT VAIL VALLEY MIXED-USE JARED ECK 303-800-9177 jared@kensingtondev.com RETAIL PREMENADE VAIL VALLEY MIXED-USE JARED ECK 303-800-9177 jared@kensingtondev.com