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HomeMy WebLinkAboutFiscal Year 2026 Approved Operating Budget, City of BozemanCity of Bozeman FY26 Adopted Annual Operating Budget Fiscal Year ending June 30, 2026 FY26 Adopted Annual Operating Budget Page 1 Page Intentionally Left Blank FY26 Adopted Annual Operating Budget Page 2 Purpose of this Document 6 2025 Biennium Budget Message 7 Budget Calendar 10 Organizational Chart 11 Full-Time Equivalent (FTE) 12 Citywide Resources & Expenditures 13 FY26 Changes in Fund Balance 16 General Fund Resources & Expenditures 17 Departmental Resources & Expenditures by Service Area 21 General Government 23 City Commission 25 Local Government Study Commission Special Revenue Fund 25 City Manager 25 City Attorney 26 Finance 26 Facilities Management 26 Information Technology (IT)27 Human Resources (HR)27 Planning Special Revenue Fund 28 Municipal Court 28 Public Safety 29 Police 31 Drug Forfeiture Special Revenue Fund 31 Fire 32 Fire Capital & Equipment Special Revenue Fund 32 Fire Impact Fee Special Revenue Fund 33 Fire Station #2 Capital Construction Fund 33 Fire Station #4 Capital Construction Fund 34 Building Inspection Special Revenue Fund 34 Parking Enterprise Fund 35 Public Works 37 Public Works Administration Internal Service Fund 39 Shops Complex Capital Construction Fund 39 Solid Waste Enterprise Funds 40 Stormwater Enterprise Fund 41 Transportation Funds 42 Street Maintenance District Special Revenue Fund 42 Table of Contents Page FY26 Adopted Annual Operating Budget Page 3 Street Impact Fee Special Revenue Fund 43 Street Arterial & Collector District Special Revenue Fund 43 Metropolitan Planning Organization (MPO) Special Revenue Fund 44 Lighting District Special Revenue Funds 44 Street Reconstruction Capital Construction Fund 45 Gas Tax Special Revenue Fund 45 Vehicle Maintenance Internal Service Fund 46 Water Enterprise Funds 47 Wastewater Enterprise Funds 48 Public Welfare 49 Recreation 51 Recreation Improvements Capital Construction Fund 51 Tree Maintenance (Forestry) District Special Revenue Fund 52 Parks & Trails District Special Revenue Fund 53 Parkland Trust Fund 54 Cemetery 54 Cemetery Perpetual Care Permanent Fund 55 Library 55 Library Depreciation Capital Construction Fund 56 Neighborhood Services 56 Economic Development 56 Downtown Improvement District Special Revenue Fund 57 Urban Renewal District Special Revenue Funds 57 Sustainability 58 Community Housing Special Revenue Fund 58 Cross-Departmental 59 Cross-Departmental 61 Health-Medical Insurance Special Revenue Fund 61 Health-Medical Internal Service Fund 61 American Rescue Plan Act Special Revenue Fund 62 Senior Transportation Special Revenue Fund 62 Cross-Department Special Revenue Funds 63 Debt Service Funds 65 General Obligation (GO) Bond Debt Service Funds 67 Special Improvement District (SID) Revolving Debt Service Fund 67 Special Improvement Districts (SIDs) Debt Service Funds 68 Urban Renewal District (URD) Bond Debt Service Funds 68 Reconciliation of 2025 Biennium Budget to FY26 Adopted Annual Operating Budget 70 Table of Contents Page FY26 Adopted Annual Operating Budget Page 4 Capital Improvement Plan (CIP)72 Outstanding Debt 79 Appendix A: Taxable Value/Mill Levy Documents 84 Table of Contents Page FY26 Adopted Annual Operating Budget Page 5 Purpose of this Document Municipal budgets serve a number of important functions. In addition to laying out a spending plan for the City and allocating resources to meet the diverse needs of the community, Bozeman’s budget: •Is a principal policy and management tool for the City’s administration, reflecting and defining the annual work program; •Provides a framework for the City to accomplish its vision and strategic plan; and •Reflects core City values of integrity, leadership, service, and teamwork. This budget provides information about the City, along with information about the budget process, revenues, expenditures, and City programs and services. It is intended to provide an accessible, transparent way of learning about the City budget, while accurately showing how the City invests its resources. On June 25, 2024, the Bozeman City Commission adopted the 2025 Biennium Budget — covering both fiscal year 2025 (FY25) and fiscal year 2026 (FY26). This document, available on the City’s Budget and Financial Reports webpage, serves as the City’s original budget and primary budget documentation for FY26. It includes departmental descriptions, goals, and other narrative information about the development of the budget. Although the City adopts a biennial budget, the State of Montana requires submission of an annual operating budget. The FY26 Adopted Annual Operating Budget presented in this document is based on the second year of the previously adopted 2025 Biennium Budget. Any changes to the original budget are detailed in the “Reconciliation of 2025 Biennium Budget to FY26 Annual Operating Budget” section of this document beginning on page 70, and are reflected as the FY26 Adopted Budget presented hereafter. FY26 Adopted Annual Operating Budget Page 6 2025 Biennium Budget Message May 31, 2024 To the Bozeman City Commission: We are pleased to present to you the City Manager Proposed Budget for the 2025 Biennium. As we embark on our inaugural biennium budget cycle, we are excited to highlight the benefits that this strategic shift offers to our City. Transitioning to a biennium budget reflects our commitment to prudent financial management and longer-term planning. This approach provides us with greater stability and predictability in resource allocation over a two-year period, allowing us to focus more effectively on planning and preparing for the future of Bozeman and how to continue to efficiently provide essential services. Streamlining the budget process will significantly reduce the administrative burden on many staff, including the City Commission, involved in the budgetary process and will create additional capacity to focus on proactively responding to community needs and external changes impacting City services. This milestone marks a significant step forward in our efforts to ensure the fiscal sustainability and resilience of our City for years to come. Rooted in Basics, Rising in Excellence As we approach the upcoming biennium, it is critical that we refocus our efforts on existing City services that have long served as the foundation of our success. Our foremost priority must be ensuring the stability and sustainability of existing City services that our residents rely on daily. Unprecedented challenges brought about by the growing popularity of Bozeman and exacerbated by the pandemic have pulled the City in many directions as we grapple with high inflation rates and a booming population. The population of Bozeman increased by over 17% in just five years and City departments are struggling to maintain service levels with current staffing, leading to high levels of turnover and burnout. In addition, challenges in hiring and retention have resulted in a City workforce in which approximately 50% of employees have less than five years of service. Significant vacancy rates combined with losses of institutional knowledge result in an overall reduction in productivity and efficiency, which needs to be acknowledged and addressed. Providing public services accessibly, efficiently, and effectively is critical. We must make time to be innovative, to modernize and professionalize our processes, and proactively address the needs and concerns of the public. One focus area is response to public comments and questions. The City receives hundreds of contacts from our residents which deserve thoughtful and accurate responses. Although we work hard to be responsive, we are falling behind. This leads to frustration and perceptions of a local government that does not care about its residents; nothing is further from the truth. Additionally, departmental capacity to do basic tasks like write procedure manuals to guide staff, maintain City websites with current contact information and links, report out on progress toward Commission and community priorities, and generally share information transparently is limited while we focus on the next deadline. Public trust in local government is built through excellence in public service. Continuing at our current pace is simply not sustainable. The City’s service quality, public perception, performance, and ability to retain valuable staff are at risk. This budget aims to strike a balance by sustaining our community partnerships while increasing our internal capacity to deliver services more effectively. FY26 Adopted Annual Operating Budget Page 7 Staff: Our Most Valuable Asset Our employees are invaluable, offering expertise, productivity, adaptability, and a steadfast commitment to public service. Recognizing that many areas within the City currently lack the necessary capacity to address our most pressing priorities, this budget prioritizes capacity. It includes line items in each department for new staff, training and professional development, along with reasonable adjustments to compensation aimed at bolstering employee retention and facilitating the recruitment of additional staff to help the City become a high performing organization. New positions included would increase capacity to existing services by approximately 4% per year. The budget includes several new city service workers in the streets division to help clean, plow, and maintain the City’s transportation system, which has seen the addition of 26 street miles over the past two years, with another 50 miles anticipated to be added over the next five years. Engineers and planners are included in this budget to help prepare for Bozeman’s future design and infrastructure needs, including an engineer dedicated to Bozeman’s water resources. Also included are additional parks and recreation staff to further enhance community recreation services, facilities staff to help keep our facilities running, and public safety positions, both sworn and non-sworn, to ensure Bozeman is a safe and welcoming community. In order to provide services to the residents of Bozeman, we rely on departments like human resources, finance, and information technology to help us hire exceptional employees, grow services in a fiscally responsible way, and support those services with technologies needed to do the work. In the last five years, only 4.5 positions have been added in these foundational internal service areas while our customer base and services have continued to expand. Our human resources department is stretched thin, with only one recruiter handling hiring of qualified employees and vacancy management in an organization with over 550 total positions. Similarly, just one budget analyst, with support from various City departments, has spent the last five months meticulously reviewing department budgets, projecting revenues, creating long-term financial plans, analyzing rate impacts, and compiling the budget document before you. The addition of new employees in these critical areas will inherently increase capacity when positions are filled, but the additions will also help prevent burnout and support the retention of our exceptional employees who continue to demonstrate their commitment to the City of Bozeman and our residents. Fiscal Challenges As our small city continues to experience rapid growth, we are presented with new and multifaceted challenges. The strain on public safety, infrastructure, housing, and increased traffic congestion that result from growth demand our immediate attention. Federal and state grant revenue, including American Rescue Plan Act (ARPA) funds, supported previous budgets in addressing these issues by funding infrastructure projects and providing significant support to community partners. These one-time revenue streams are no longer available to help balance the City’s budgets. Maintaining the same level of funding allocations to our community partners would cost taxpayers over $3.0 million dollars over the biennium. Despite the reduction in available grant funding for community partners, this budget still proposes an increase in discretionary General Fund dollars to support our community partners. This budget is our attempt to strike a balance between supporting our community partners and adding resources to support the City’s existing services. We are dedicated to supporting our partners and working together to tackle the challenges brought by rapid growth, inflation, and the changing economic landscape. FY26 Adopted Annual Operating Budget Page 8 Over the last five years, the City has experienced an average annual increase of 10-15% in construction cost estimates for utility and transportation projects. Between 2022 and 2023 alone, cost increases by linear foot for water renovations, sewer renovations, and street reconstructions were 15%, 22% and 24% respectively, significantly increasing the cost of completing our capital improvement program. Meanwhile, prior to FY24 the rates charged to customers of these services remained largely flat. Because of this, rate, and assessment increases between 3.0% and up to 12.0% are needed in the biennium to continue to provide essential services like water, wastewater, and solid waste disposal to the community. Capital projects are included in the budget to maintain and improve aging infrastructure, with some water pipes and sewer mains reaching over 100 years old. The budget also includes investments in optimizing existing water supplies to manage this precious resource. City General Fund expenses are projected to rise at a rate slightly higher than operating revenues due to state level limitations on property tax increases capped at half the rate of inflation for the last three years. The Governor’s Property Tax Task Force was created this year and will present recommendations to the Governor in August of 2024. Local governments are listening, and collaborating to help propose solutions that provide property tax relief to Montanans without risking the future of local government services. The future is dynamic, evolving, and uncertain. Planning for Bozeman’s Future As we navigate the uncertainties and challenges ahead, this two-year budget cycle presents a unique opportunity for the City of Bozeman. By implementing the proposed budget, we can bolster the capacity of our departments to effectively deliver public services, proactively address community concerns, and enhance the City's reputation for trustworthiness and customer service. Our City employees demonstrate a strong commitment to public service and strive for excellence in their roles. Beyond merely maintaining our current service levels, this budget enables us to invest in the future of Bozeman. By addressing staffing needs, enhancing operational efficiency, and prioritizing community engagement, we will lay the groundwork for sustained growth and prosperity. We look forward to collaboration with the City Commission, residents, and community partners to implement a budget that ensures a prosperous future for Bozeman. Together, we can build a stronger, more resilient city that meets the needs of its residents and continues to thrive in the years to come. Thank you for your dedication to our City's well-being. Chuck Winn Melissa Hodnett City Manager Finance Director FY26 Adopted Annual Operating Budget Page 9 Budget Calendar FY26 Adopted Annual Operating Budget Page 10 Organizational Chart FY26 Adopted Annual Operating Budget Page 11 Full-Time Equivalent (FTE) The schedule for FY26 Adds below is consistent with the 2025 Biennial Budget. Full-time Equivalent (FTE)FY24 Ending FY25 Current FY26 Adds FY26 Budget Position Add Details General Government City Manager 9.00 12.00 — 12.00 City Attorney 14.00 15.25 1.00 16.25 Procurement/Contracts Analyst (1 FTE) Finance 10.25 12.25 — 12.25 Facilities Management 9.50 10.50 1.00 11.50 Project Coordinator (1 FTE) Information Technology 10.00 10.00 1.00 11.00 Cyber Security Specialist (1 FTE) Human Resources 6.00 7.00 — 7.00 Planning 20.00 20.00 1.25 21.25 Planner III (1 FTE), Systems Analyst/Special Projects (0.25 FTE) split between Planning/Building/T&E Municipal Court 12.25 12.25 — 12.25 Subtotal - General Govt 91.00 99.25 4.25 103.50 Public Safety Police 88.80 95.80 — 95.80 Fire 51.00 64.00 — 64.00 Building Inspection 23.25 25.25 0.25 25.50 Systems Analyst/Special Projects (0.25 FTE) split between Planning/Building/T&E Parking 5.82 6.82 — 6.82 Subtotal - Public Safety 168.87 191.87 0.25 192.12 Public Works Public Works Administration 30.25 31.25 2.50 33.75 Systems Analyst/Special Projects (0.5 FTE) split between Planning/Building/T&E, GIS Analyst (1 FTE), Admin Assistant I (1 FTE) Street Maintenance 26.10 28.10 2.00 30.10 Streets Operator (2 FTE) Metropolitan Planning Org. 1.00 2.00 — 2.00 Stormwater 8.75 8.75 — 8.75 Water 32.55 33.55 — 33.55 Wastewater 27.45 27.45 — 27.45 Solid Waste 21.40 24.40 — 24.40 Vehicle Maintenance 9.50 9.50 2.00 11.50 Mechanic (2 FTE) Subtotal - Public Works 157.00 165.00 6.50 171.50 Public Welfare Parks & Recreation 60.16 61.78 2.00 63.78 Lifeguard II (1.38 FTE), Rec Leader I - Reclass (0.62 FTE) Library 26.87 28.12 — 28.12 Neighborhood Services 4.85 4.85 — 4.85 Economic Development 3.83 3.83 — 3.83 Sustainability 3.00 3.00 — 3.00 Subtotal - Public Welfare 98.71 101.58 2.00 103.58 Total Employees 515.58 557.70 13.00 570.70 FY26 Adopted Annual Operating Budget Page 12 Citywide Resources & Expenditures FY26 Adopted Annual Operating Budget Page 13 Page Intentionally Left Blank FY26 Adopted Annual Operating Budget Page 14 Citywide Resources & Expenditures City-Wide FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 161,282,900 $ 100,596,300 Revenues & Other Resources Taxes $ 42,857,084 $ 44,130,300 $ 49,905,400 State Shared 9,181,484 8,490,300 8,665,800 County Shared 3,454,311 3,396,600 3,443,200 Special Assessments 1,211,808 946,500 1,402,000 Licenses & Permits 5,516,586 6,272,400 7,310,100 Intergovernmental 10,588,162 3,924,700 2,686,300 Charges for Services 76,340,854 83,375,800 89,448,000 Fines & Forfeitures 1,440,507 1,377,700 1,395,300 Interest Income 4,869,304 2,512,200 2,513,800 Miscellaneous Revenue 3,666,425 5,053,000 1,520,900 Debt Proceeds 7,483,898 37,163,600 4,194,000 Loan/Lease Repayments 46,333 — — Internal Charges 16,082,637 17,171,900 19,208,300 Interfund Loan Proceeds — 1,186,900 181,200 Transfers In 19,191,706 8,068,700 6,787,600 Total Revenues $ 201,931,098 $ 223,070,600 $ 198,661,900 Expenditures Salaries & Benefits $ 60,045,427 $ 67,983,400 $ 76,004,100 Operations & Maintenance 41,599,221 51,187,700 61,750,900 Capital Outlay 34,437,177 124,766,900 51,693,300 Debt Service/Loans 10,853,957 11,894,700 14,236,100 Transfers Out 34,126,742 27,924,500 26,701,700 Total Expenditures $ 181,062,525 $ 283,757,200 $ 230,386,100 Ending Balance $ 100,596,300 $ 68,872,100 FY26 Adopted Annual Operating Budget Page 15 FY26 Changes in Fund Balance Fund FY26 Beginning Fund Balance FY26 Revenues FY26 Expenditures FY26 Ending Fund Balance FY26 Change in Fund Balance General Fund General Fund $ 15,572,900 $ 59,757,600 $ 61,828,100 $ 13,502,400 $ (2,070,500) Total General Fund $ 15,572,900 $ 59,757,600 $ 61,828,100 $ 13,502,400 $ (2,070,500) Special Revenue Funds Community Development/Planning $ 1,746,900 $ 3,679,000 $ 3,774,100 $ 1,651,800 $ (95,100) Senior Transportation 23,500 192,700 216,200 — (23,500) Urban Renewal Districts 12,043,700 6,125,500 17,592,800 576,400 (11,467,300) Local Government Study Commission — — — — — Health-Medical Insurance — 3,324,700 3,324,700 — — Fire Department Equipment 456,400 1,237,300 945,700 748,000 291,600 Community Housing Fund 536,900 1,013,700 1,550,600 — (536,900) Department Special Revenue-Local 3,448,000 122,200 207,500 3,362,700 (85,300) Drug Forfeiture — 305,200 305,200 — — Building Inspection Fund 1,116,400 5,933,200 5,245,000 1,804,600 688,200 Impact Fees 9,609,600 9,233,800 16,552,300 2,291,100 (7,318,500) Lighting Districts — 532,400 532,400 — — Street Maintenance District 2,187,900 12,761,900 14,254,100 695,700 (1,492,200) Street Arterial Construction District 4,208,200 4,742,900 6,384,800 2,566,300 (1,641,900) Tree Maintenance District 364,200 1,039,900 1,251,500 152,600 (211,600) Parks & Trails District 1,453,800 7,302,200 8,152,100 603,900 (849,900) Downtown Improvement District 5,200 281,600 286,800 — (5,200) MPO 398,200 438,600 621,500 215,300 (182,900) American Rescue Plan — — — — — Park Land Trust 2,088,000 875,900 1,125,000 1,838,900 (249,100) Total Special Revenue Funds $ 39,686,900 $ 59,142,700 $ 82,322,300 $ 16,507,300 $ (23,179,600) Debt Service Funds GO Bonds $ (330,000) $ 4,462,400 $ 4,132,400 $ — $ 330,000 URD Bonds — 743,400 743,400 — — SID Revolving Fund 623,100 — — 623,100 — Special Improvement Districts (SIDs) 1,950,900 579,500 270,900 2,259,500 308,600 Total Debt Service Funds $ 2,244,000 $ 5,785,300 $ 5,146,700 $ 2,882,600 $ 638,600 Construction Funds Capital Projects $ 190,500 $ 9,500 $ 200,000 $ — $ (190,500) Street Reconstruction 1,604,200 32,100 434,400 1,201,900 (402,300) Fire Station #2 — — — — — Recreation Improvements — — — — — Shops Complex 844,000 500,000 260,000 1,084,000 240,000 Total Construction Funds $ 2,638,700 $ 541,600 $ 894,400 $ 2,285,900 $ (352,800) Enterprise Funds Water Fund $ 30,158,200 $ 22,476,100 $ 22,828,900 $ 29,805,400 $ (352,800) Wastewater Fund 3,893,900 18,326,700 22,081,500 139,100 (3,754,800) Solid Waste Fund 475,700 9,955,600 10,431,300 — (475,700) Stormwater Fund 1,594,300 2,398,100 3,715,500 276,900 (1,317,400) Parking Fund 971,600 1,211,700 1,569,300 614,000 (357,600) Total Enterprise Funds $ 37,093,700 $ 54,368,200 $ 60,626,500 $ 30,835,400 $ (6,258,300) Internal Service Funds Vehicle Maintenance $ 4,800 $ 2,962,000 $ 2,966,800 $ — $ (4,800) Health-Medical Insurance ISF — 7,789,600 7,789,600 — — Public Works Administration 1,337,300 8,210,200 8,811,700 735,800 (601,500) Total Internal Service Funds $ 1,342,100 $ 18,961,800 $ 19,568,100 $ 735,800 $ (606,300) Permanent Funds Cemetery Perpetual Care $ 2,018,000 $ 104,700 $ — $ 2,122,700 $ 104,700 Total Permanent Funds $ 2,018,000 $ 104,700 $ — $ 2,122,700 $ 104,700 Total All Funds $ 100,596,300 $ 198,661,900 $ 230,386,100 $ 68,872,100 $ (31,724,200) FY26 Adopted Annual Operating Budget Page 16 General Fund Resources & Expenditures FY26 Adopted Annual Operating Budget Page 17 Page Intentionally Left Blank FY26 Adopted Annual Operating Budget Page 18 General Fund Resources & Expenditures Parts of the General Fund budget will be presented multiple times throughout this document. Departmental expenditures in the General Fund will be presented again in more detail in the Departmental Resources and Expenditures by Service Area within the General Government, Public Safety, and Public Welfare Service Areas. General Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 26,668,200 $ 15,572,900 Revenues & Other Resources Taxes $ 26,965,418 $ 29,734,800 $ 33,570,400 State Shared 5,423,135 5,453,200 5,568,600 County Shared 3,454,311 3,396,600 3,443,200 Special Assessments 185 100 100 Licenses & Permits 414,079 500,900 529,800 Intergovernmental 4,096,943 696,100 2,241,300 Charges for Services 1,113,373 1,215,200 1,246,400 Fines & Forfeitures 914,294 952,800 959,500 Interest Income 554,609 100,000 100,000 Miscellaneous Revenue 489,607 221,500 221,500 Debt Proceeds 4,147,967 2,311,300 894,600 Internal Charges 6,595,256 7,020,800 7,887,500 Transfers In 6,725,110 3,876,000 3,094,700 Total Revenues $ 60,894,287 $ 55,479,300 $ 59,757,600 Expenditures Salaries & Benefits $ 34,371,775 $ 37,657,300 $ 42,664,600 Operations & Maintenance 10,357,556 13,252,500 13,041,000 Capital Outlay 2,979,104 11,324,000 2,524,600 Debt Service/Loans 200,181 399,200 811,900 Transfers Out 1,906,116 3,941,600 2,786,000 Total Expenditures $ 49,814,733 $ 66,574,600 $ 61,828,100 Ending Balance $ 15,572,900 $ 13,502,400 Designated Reserves $ 3,505,000 Undesignated Reserves $ 9,997,400 General Fund Undesignated Reserves as a Percent of Revenue 16.73 %1 FY26 Adopted Annual Operating Budget Page 19 1 City of Bozeman Ordinance 1787 established that the minimum level of undesignated fund balance in the General Fund be no less than 16.67% of estimated General Fund revenues. General Fund Operating Expenditures by Department Summary Department Service Area FY24 Actual FY25 Revised Budget FY26 Adopted Budget City Commission General Government $ 330,965 $ 806,600 $ 1,619,000 City Manager General Government 2,268,596 2,755,100 3,215,500 Municipal Court General Government 1,522,741 1,922,100 2,016,600 City Attorney General Government 2,150,125 2,665,400 2,855,900 Finance General Government 1,498,737 2,055,500 2,176,300 Facilities General Government 2,851,341 6,749,400 3,900,700 Information Technology (IT)General Government 2,125,353 2,287,300 2,758,200 Human Resources (HR)General Government 920,035 1,193,500 1,249,400 Police Public Safety 13,583,056 15,038,200 15,095,100 Fire Public Safety 9,307,459 9,234,300 10,738,700 Cemetery Public Welfare 719,636 1,518,100 776,000 Library Public Welfare 3,347,969 3,734,900 3,878,500 Recreation Public Welfare 3,831,483 8,078,500 4,072,300 Neighborhood Services Public Welfare 291,887 931,100 1,012,300 Economic Development Public Welfare 433,987 524,000 539,600 Sustainability Public Welfare 432,981 1,322,900 1,297,000 Cross-Departmental N/A 2,292,267 1,816,100 1,841,000 Transfers Out N/A 1,906,116 3,941,600 2,786,000 Total $ 49,814,733 $ 66,574,600 $ 61,828,100 General Fund FY26 Operating Expenditures City Commission, 2.6% City Manager, 5.2% Municipal Court, 3.3% City Attorney, 4.6% Finance, 3.5% Facilities, 6.3% Information Technology (IT) 4.5% Human Resources (HR) 2.0% Police, 24.4% Fire, 17.4% Cemetery, 1.3% Library, 6.3% Recreation, 6.6% Neighborhood Services, 1.6% Economic Development, 0.9% Sustainability, 2.1% Cross-Departmental, 3.0% Transfers Out, 4.5% FY26 Adopted Annual Operating Budget Page 20 Departmental Resources & Expenditures by Service Area FY26 Adopted Annual Operating Budget Page 21 Page Intentionally Left Blank FY26 Adopted Annual Operating Budget Page 22 General Government FY26 Adopted Annual Operating Budget Page 23 Page Intentionally Left Blank General Government - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 24 City Commission - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget City Commission Expenditures Salaries & Benefits $ 202,642 $ 233,500 $ 247,500 Operations & Maintenance 113,372 541,600 1,371,500 Capital Outlay 14,951 31,500 — Total Expenditures $ 330,965 $ 806,600 $ 1,619,000 Local Government Study Commission Special Revenue Fund Local Government Study Commission FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ — $ — Revenues & Other Resources Taxes $ — $ 245,300 $ — Total Revenues $ — $ 245,300 $ — Expenditures Operations & Maintenance $ — $ 245,300 $ — Total Expenditures $ — $ 245,300 $ — Ending Balance $ — $ — City Manager - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget City Manager Expenditures Salaries & Benefits $ 1,619,868 $ 1,711,000 $ 2,210,000 Operations & Maintenance 648,728 994,100 1,005,500 2 Capital Outlay — 50,000 — Total Expenditures $ 2,268,596 $ 2,755,100 $ 3,215,500 General Government - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 25 2 Budget includes $50,000 for ballot education regarding the Water Adequacy Ballot Initiative. City Attorney - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget City Attorney Expenditures Salaries & Benefits $ 1,971,356 $ 2,354,900 $ 2,599,200 Operations & Maintenance 178,768 310,500 256,700 Total Expenditures $ 2,150,125 $ 2,665,400 $ 2,855,900 Finance - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Finance Expenditures Salaries & Benefits $ 1,044,361 $ 1,450,800 $ 1,659,300 Operations & Maintenance 454,376 604,700 517,000 Total Expenditures $ 1,498,737 $ 2,055,500 $ 2,176,300 Facilities Management - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Facilities Expenditures Salaries & Benefits $ 726,009 $ 976,200 $ 1,167,200 Operations & Maintenance 1,750,976 2,188,100 1,864,000 Capital Outlay 363,001 3,585,100 670,500 Debt Service/Loans 11,356 — 199,000 Total Expenditures $ 2,851,341 $ 6,749,400 $ 3,900,700 General Government - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 26 Information Technology (IT) - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Information Technology (IT) Expenditures Salaries & Benefits $ 1,295,246 $ 1,452,600 $ 1,677,600 Operations & Maintenance 611,610 774,700 746,100 Capital Outlay 102,867 60,000 334,500 Debt Service/Loans 115,630 — — Total Expenditures $ 2,125,353 $ 2,287,300 $ 2,758,200 Human Resources (HR) - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Human Resources (HR) Expenditures Salaries & Benefits $ 757,484 $ 875,600 $ 1,002,700 Operations & Maintenance 162,551 317,900 246,700 Total Expenditures $ 920,035 $ 1,193,500 $ 1,249,400 General Government - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 27 Planning Special Revenue Fund (Community Development) Community Development/Planning FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 2,891,400 $ 1,746,900 Revenues & Other Resources Taxes $ 349,560 $ 619,100 $ 1,266,100 State Shared 141,476 152,700 155,900 Licenses & Permits 98,758 104,500 107,600 Intergovernmental 39,736 6,200 6,400 Charges for Services 949,565 1,220,000 1,403,100 Interest Income 74,283 14,400 14,800 Miscellaneous Revenue 78,177 83,500 86,000 Internal Charges 362,557 414,200 426,600 Transfers In 2,638,825 188,500 212,500 Total Revenues $ 4,732,937 $ 2,803,100 $ 3,679,000 Expenditures Salaries & Benefits $ 2,114,275 $ 2,546,300 $ 2,872,700 Operations & Maintenance 399,224 897,000 350,600 Capital Outlay — 13,000 25,000 Debt Service/Loans 23,726 — — Transfers Out 502,372 491,300 525,800 Total Expenditures $ 3,039,597 $ 3,947,600 $ 3,774,100 Ending Balance $ 1,746,900 $ 1,651,800 Municipal Court - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Municipal Court Expenditures Salaries & Benefits $ 1,399,960 $ 1,592,800 $ 1,652,600 Operations & Maintenance 122,781 329,300 364,000 Total Expenditures $ 1,522,741 $ 1,922,100 $ 2,016,600 General Government - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 28 Public Safety Public Safety - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 29 Page Intentionally Left Blank Public Safety - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 30 Police - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Police Expenditures Salaries & Benefits $ 11,700,298 $ 12,295,300 $ 13,286,100 Operations & Maintenance 1,259,278 1,459,800 1,324,500 Capital Outlay 605,737 1,265,200 359,500 Debt Service/Loans 17,743 17,900 125,000 Total Expenditures $ 13,583,056 $ 15,038,200 $ 15,095,100 Drug Forfeiture Special Revenue Fund Drug Forfeiture Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ — $ — Revenues & Other Resources Intergovernmental $ 124,951 $ — $ — Interest Income 3,521 — — Miscellaneous Revenue 2,515 — — Transfers In 196,351 287,000 305,200 Total Revenues $ 327,338 $ 287,000 $ 305,200 Expenditures Salaries & Benefits $ 299,805 $ 280,400 $ 298,600 Operations & Maintenance 141,585 5,600 5,600 Transfers Out 15,115 1,000 1,000 Total Expenditures $ 456,506 $ 287,000 $ 305,200 Ending Balance $ — $ — Public Safety - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 31 Fire - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Fire Expenditures Salaries & Benefits $ 8,425,281 $ 8,060,700 $ 9,906,000 Operations & Maintenance 882,178 1,123,600 832,700 Debt Service/Loans — 50,000 — Total Expenditures $ 9,307,459 $ 9,234,300 $ 10,738,700 Fire Capital & Equipment Special Revenue Fund Fire Department Equipment FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 651,400 $ 456,400 Revenues & Other Resources Taxes $ 959,539 $ 1,023,800 $ 1,228,100 Interest Income (135) 9,200 9,200 Total Revenues $ 959,404 $ 1,033,000 $ 1,237,300 Expenditures Operations & Maintenance $ 265,183 $ — $ — Capital Outlay 1,383,271 434,000 151,700 Debt Service/Loans — 794,000 794,000 Transfers Out 2,000,000 — — Total Expenditures $ 3,648,454 $ 1,228,000 $ 945,700 Ending Balance $ 456,400 $ 748,000 Public Safety - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 32 Fire Impact Fee Special Revenue Fund Fire Impact Fee FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 1,839,400 $ 917,800 Revenues & Other Resources Charges for Services $ 724,018 $ 615,800 $ 634,300 Interest Income 180,293 47,400 47,400 Total Revenues $ 904,311 $ 663,200 $ 681,700 Expenditures Operations & Maintenance $ 3,040 $ 54,000 $ 56,700 Capital Outlay — 1,500,000 — Transfers Out 3,836,201 30,800 31,700 Total Expenditures $ 3,839,241 $ 1,584,800 $ 88,400 Ending Balance $ 917,800 $ 1,511,100 Fire Station #2 Capital Construction Fund Fire Station 2 Capital Construction Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 1,990,200 $ — Revenues & Other Resources Interest Income $ 40,185 $ — $ — Transfers In 5,800,000 — — Total Revenues $ 5,840,185 $ — $ — Expenditures Operations & Maintenance $ 13,449 $ — $ — Capital Outlay 9,500,811 1,990,200 — Total Expenditures $ 9,514,259 $ 1,990,200 $ — Ending Balance $ — $ — Public Safety - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 33 Fire Station #4 Capital Construction Fund Fire Station 4 Capital Construction Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ — $ — Revenues & Other Resources Debt Proceeds $ — $ 18,000,000 $ — Total Revenues $ — $ 18,000,000 $ — Expenditures Capital Outlay $ — $ 18,000,000 $ — Total Expenditures $ — $ 18,000,000 $ — Ending Balance $ — $ — Building Inspection Special Revenue Fund (Community Development) Building Inspection Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 1,059,300 $ 1,116,400 Revenues & Other Resources Licenses & Permits $ 4,223,073 $ 4,870,000 $ 5,852,100 Intergovernmental 171,305 — — Charges for Services 51,300 49,300 50,800 Interest Income 36,525 10,000 10,000 Miscellaneous Revenue 19,125 19,700 20,300 Total Revenues $ 4,501,328 $ 4,949,000 $ 5,933,200 Expenditures Salaries & Benefits $ 2,719,603 $ 3,478,800 $ 3,728,700 Operations & Maintenance 780,644 778,300 888,700 Capital Outlay 37,548 120,000 79,100 Debt Service/Loans 94,864 — — Transfers Out 467,660 514,800 548,500 Total Expenditures $ 4,100,319 $ 4,891,900 $ 5,245,000 Ending Balance $ 1,116,400 $ 1,804,600 Public Safety - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 34 Parking Enterprise Fund Parking Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 1,725,100 $ 971,600 Revenues & Other Resources Licenses & Permits $ 739,495 $ 753,500 $ 776,100 Intergovernmental 6,644 — — Charges for Services 1,996 1,100 1,100 Fines & Forfeitures 472,635 361,800 372,700 Interest Income 61,524 58,800 58,800 Miscellaneous Revenue (1,913) 3,000 3,000 Total Revenues $ 1,280,381 $ 1,178,200 $ 1,211,700 Expenditures Salaries & Benefits $ 455,442 $ 651,800 $ 695,700 Operations & Maintenance 626,003 609,700 466,600 Capital Outlay 108,886 447,000 170,500 Transfers Out 132,818 223,200 236,500 Total Expenditures $ 1,323,148 $ 1,931,700 $ 1,569,300 Ending Balance $ 971,600 $ 614,000 Public Safety - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 35 Page Intentionally Left Blank Public Safety - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 36 Public Works Public Works - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 37 Page Intentionally Left Blank Public Works - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 38 Public Works Administration Internal Service Fund Public Works Administration FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 2,396,000 $ 1,337,300 Revenues & Other Resources Licenses & Permits $ 7,689 $ 12,000 $ 12,000 Intergovernmental 69,419 — — Interest Income 88,573 184,200 184,200 Miscellaneous Revenue 21,355 — — Internal Charges 5,497,756 7,085,800 7,913,000 Transfers In 93,272 97,200 101,000 Total Revenues $ 5,778,064 $ 7,379,200 $ 8,210,200 Expenditures Salaries & Benefits $ 4,038,732 $ 4,873,500 $ 5,582,700 Operations & Maintenance 1,199,250 1,488,300 1,678,700 Capital Outlay — 250,000 — Debt Service/Loans 116,998 97,200 101,000 Transfers Out 702,921 1,728,900 1,449,300 Total Expenditures $ 6,057,900 $ 8,437,900 $ 8,811,700 Ending Balance $ 1,337,300 $ 735,800 Shops Complex Capital Construction Fund Shops Complex Capital Construction Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ — $ 844,000 Revenues & Other Resources Transfers In $ — $ 1,000,000 $ 500,000 Total Revenues $ — $ 1,000,000 $ 500,000 Expenditures Operations & Maintenance $ — $ — $ 260,000 Capital Outlay — 156,000 — Total Expenditures $ — $ 156,000 $ 260,000 Ending Balance $ 844,000 $ 1,084,000 Public Works - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 39 Solid Waste Enterprise Funds Solid Waste Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 565,600 $ 475,700 Revenues & Other Resources Special Assessments $ 36 $ 100 $ 100 Intergovernmental 31,725 1,450,100 — Charges for Services 6,655,306 8,026,500 8,664,300 Interest Income (12,639) 2,900 2,900 Miscellaneous Revenue 68,981 44,000 47,600 Debt Proceeds — 1,941,100 433,500 Interfund Loan Proceeds — 1,186,900 166,400 Transfers In 352,800 272,100 640,800 Total Revenues $ 7,096,209 $ 12,923,700 $ 9,955,600 Expenditures Salaries & Benefits $ 2,189,857 $ 2,523,400 $ 2,692,200 Operations & Maintenance 2,382,128 3,222,900 3,884,500 Capital Outlay 1,067,647 4,135,900 976,500 Debt Service/Loans — — 301,000 Transfers Out 1,599,134 3,131,400 2,577,100 Total Expenditures $ 7,238,767 $ 13,013,600 $ 10,431,300 Ending Balance $ 475,700 $ — Public Works - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 40 Stormwater Enterprise Fund Stormwater Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 2,147,700 $ 1,594,300 Revenues & Other Resources Intergovernmental $ 12,588 $ — $ — Charges for Services 2,023,962 2,212,700 2,338,300 Interest Income 69,755 59,800 59,800 Miscellaneous Revenue 13,020 — — Debt Proceeds — 1,275,000 — Total Revenues $ 2,119,326 $ 3,547,500 $ 2,398,100 Expenditures Salaries & Benefits $ 849,936 $ 881,300 $ 942,800 Operations & Maintenance 193,347 223,100 247,800 Capital Outlay 264,667 2,214,200 1,524,500 Debt Service/Loans 116,363 116,200 281,000 Transfers Out 529,577 666,100 719,400 Total Expenditures $ 1,953,890 $ 4,100,900 $ 3,715,500 Ending Balance $ 1,594,300 $ 276,900 Public Works - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 41 Transportation Funds Street Maintenance District Special Revenue Fund Street Maintenance District FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 4,853,100 $ 2,187,900 Revenues & Other Resources State Shared $ 3,488,443 $ 2,827,300 $ 2,884,200 Special Assessments 21,385 20,000 20,000 Licenses & Permits 30,993 30,000 31,000 Intergovernmental 36,908 — — Charges for Services 8,973,561 9,425,800 9,805,700 Interest Income 130,782 20,000 20,000 Miscellaneous Revenue 76,027 1,000 1,000 Debt Proceeds 911,912 — — Transfers In 292,179 — — Total Revenues $ 13,962,191 $ 12,324,100 $ 12,761,900 Expenditures Salaries & Benefits $ 2,512,170 $ 3,091,300 $ 3,464,000 Operations & Maintenance 2,236,320 3,550,300 3,491,200 Capital Outlay 3,087,855 4,724,100 3,261,400 Debt Service/Loans 364,988 323,500 323,800 Transfers Out 2,686,577 3,300,100 3,713,700 Total Expenditures $ 10,887,910 $ 14,989,300 $ 14,254,100 Ending Balance $ 2,187,900 $ 695,700 Public Works - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 42 Street Impact Fee Special Revenue Fund Street Impact Fee FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 18,274,600 $ 8,691,800 Revenues & Other Resources Charges for Services $ 7,741,627 $ 8,174,900 $ 8,420,100 Interest Income 544,486 132,000 132,000 Transfers In 2,457 — — Total Revenues $ 8,288,570 $ 8,306,900 $ 8,552,100 Expenditures Operations & Maintenance $ 14,768 $ 50,000 $ 50,000 Capital Outlay 3,870,868 17,431,000 15,992,900 Transfers Out 373,707 408,700 421,000 Total Expenditures $ 4,259,344 $ 17,889,700 $ 16,463,900 Ending Balance $ 8,691,800 $ 780,000 Street Arterial & Collector District Special Revenue Fund Street Arterial Construction District FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 5,239,500 $ 4,208,200 Revenues & Other Resources Special Assessments $ 4,424 $ 4,000 $ 4,000 Intergovernmental — 573,900 — Charges for Services 1,816,473 1,883,000 1,906,000 Interest Income 101,302 20,000 20,000 Miscellaneous Revenue 1,323,678 100,000 100,000 Debt Proceeds — 2,885,400 2,712,900 Total Revenues $ 3,245,877 $ 5,466,300 $ 4,742,900 Expenditures Operations & Maintenance $ 14,183 $ 358,600 $ 153,200 Capital Outlay 2,119,189 6,139,000 5,905,600 Debt Service/Loans — — 326,000 Total Expenditures $ 2,133,372 $ 6,497,600 $ 6,384,800 Ending Balance $ 4,208,200 $ 2,566,300 Public Works - Resources & Appropriations FY26 Adopted Annual Operating Budget Page 43 Metropolitan Planning Organization (MPO) Special Revenue Fund MPO FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 417,500 $ 398,200 Revenues & Other Resources Intergovernmental $ 70 $ 502,500 $ 438,600 Miscellaneous Revenue 5,876 — — Transfers In 5,876 74,600 — Total Revenues $ 11,822 $ 577,100 $ 438,600 Expenditures Salaries & Benefits $ 9,339 $ 288,100 $ 304,800 Operations & Maintenance 2,483 308,300 316,700 Total Expenditures $ 11,822 $ 596,400 $ 621,500 Ending Balance $ 398,200 $ 215,300 Lighting District Special Revenue Funds Lighting Districts FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 415,400 $ — Revenues & Other Resources Special Assessments $ 422,024 $ 97,000 $ 532,400 Interest Income 16,048 — — Total Revenues $ 438,072 $ 97,000 $ 532,400 Expenditures Operations & Maintenance $ 494,160 $ 512,400 $ 532,400 Total Expenditures $ 494,160 $ 512,400 $ 532,400 Ending Balance $ — $ — Public Works - Resources & Appropriations FY26 Adopted Annual Operating Budget Page 44 Street Reconstruction Capital Construction Fund Street Reconstruction Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 2,154,500 $ 1,604,200 Revenues & Other Resources Interest Income $ 74,019 $ 32,100 $ 32,100 Transfers In 782,130 — — Total Revenues $ 856,149 $ 32,100 $ 32,100 Expenditures Operations & Maintenance $ 3,507 $ — $ — Capital Outlay 942,624 582,400 434,400 Total Expenditures $ 946,132 $ 582,400 $ 434,400 Ending Balance $ 1,604,200 $ 1,201,900 Gas Tax Special Revenue Fund Gas Tax Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ — $ — Revenues & Other Resources Interest Income $ 4,833 $ — $ — Total Revenues $ 4,833 $ — $ — Expenditures Transfers Out $ 265,958 $ — $ — Total Expenditures $ 265,958 $ — $ — Ending Balance $ — $ — Public Works - Resources & Appropriations FY26 Adopted Annual Operating Budget Page 45 Vehicle Maintenance Internal Service Fund Vehicle Maintenance FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 24,000 $ 4,800 Revenues & Other Resources Intergovernmental $ 14,390 $ — $ — Interest Income (10,080) (19,200) (19,200) Miscellaneous Revenue 14,800 — — Internal Charges 3,627,068 2,651,100 2,981,200 Total Revenues $ 3,646,178 $ 2,631,900 $ 2,962,000 Expenditures Salaries & Benefits $ 961,575 $ 1,056,000 $ 1,247,800 Operations & Maintenance 1,320,534 1,075,500 1,220,200 Capital Outlay 38,154 120,000 52,000 Transfers Out 275,514 399,600 446,800 Total Expenditures $ 2,595,776 $ 2,651,100 $ 2,966,800 Ending Balance $ 4,800 $ — Public Works - Resources & Appropriations FY26 Adopted Annual Operating Budget Page 46 Water Enterprise Funds Water Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 41,828,500 $ 30,158,200 Revenues & Other Resources Special Assessments $ 160 $ — $ — Intergovernmental 684,477 535,900 — Charges for Services 17,180,977 19,260,100 21,095,200 Interest Income 1,372,635 1,231,300 1,231,300 Miscellaneous Revenue 175,563 149,600 149,600 Loan/Lease Repayments 46,333 — — Transfers In 69,979 — — Total Revenues $ 19,530,123 $ 21,176,900 $ 22,476,100 Expenditures Salaries & Benefits $ 3,560,952 $ 3,789,200 $ 4,073,400 Operations & Maintenance 3,760,545 4,000,300 3,950,300 3 Capital Outlay 4,126,724 18,917,700 8,342,600 Debt Service/Loans 1,796,388 1,796,200 1,795,900 Transfers Out 3,880,395 4,343,800 4,666,700 Total Expenditures $ 17,125,004 $ 32,847,200 $ 22,828,900 Ending Balance $ 30,158,200 $ 29,805,400 Public Works - Resources & Appropriations FY26 Adopted Annual Operating Budget Page 47 3 Up to $50,000 of the Water Operations budget may be used for ballot education regarding the Water Adequacy Ballot Initiative. Wastewater Enterprise Funds Wastewater Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 14,753,100 $ 3,893,900 Revenues & Other Resources Special Assessments $ 22 $ — $ — Intergovernmental 942,225 — — Charges for Services 14,693,222 16,304,600 17,883,700 Interest Income 494,464 435,600 435,600 Miscellaneous Revenue (3,401) 7,400 7,400 Debt Proceeds — 10,200,000 — Transfers In 97,834 — — Total Revenues $ 16,224,366 $ 26,947,600 $ 18,326,700 Expenditures Salaries & Benefits $ 2,842,969 $ 3,052,500 $ 3,248,800 Operations & Maintenance 3,235,040 3,436,000 3,131,300 Capital Outlay 2,936,734 25,187,200 8,272,500 Debt Service/Loans 2,727,628 2,994,600 4,050,800 Transfers Out 2,795,618 3,136,500 3,378,100 Total Expenditures $ 14,537,988 $ 37,806,800 $ 22,081,500 Ending Balance $ 3,893,900 $ 139,100 Public Works - Resources & Appropriations FY26 Adopted Annual Operating Budget Page 48 Public Welfare Public Welfare - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 49 Page Intentionally Left Blank Public Welfare - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 50 Recreation - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Recreation Expenditures Salaries & Benefits $ 1,405,140 $ 2,114,000 $ 2,489,500 Operations & Maintenance 657,709 869,600 769,900 Capital Outlay 1,726,356 4,765,500 325,000 Debt Service/Loans 42,279 329,400 487,900 Total Expenditures $ 3,831,483 $ 8,078,500 $ 4,072,300 Recreation Improvements Capital Construction Fund Recreation Improvements Capital Construction Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 1,364,400 $ — Revenues & Other Resources Interest Income $ 20,642 $ — $ — Debt Proceeds 2,424,019 — — Transfers In 37,607 — — Total Revenues $ 2,482,267 $ — $ — Expenditures Operations & Maintenance $ 58,387 $ — $ — Capital Outlay 1,022,344 1,364,400 — Transfers Out 1,750,000 — — Total Expenditures $ 2,830,731 $ 1,364,400 $ — Ending Balance $ — $ — Public Welfare - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 51 Tree Maintenance (Forestry) District Special Revenue Fund Tree Maintenance District FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 636,400 $ 364,200 Revenues & Other Resources Special Assessments $ 2,428 $ 2,000 $ 2,000 Intergovernmental 7,420 — — Charges for Services 935,893 973,700 1,012,900 Interest Income 21,760 10,000 10,000 Miscellaneous Revenue 30,976 15,000 15,000 Total Revenues $ 998,478 $ 1,000,700 $ 1,039,900 Expenditures Salaries & Benefits $ 553,831 $ 671,700 $ 718,600 Operations & Maintenance 189,574 219,300 220,000 Capital Outlay 56,364 212,000 130,000 Transfers Out 129,399 169,900 182,900 Total Expenditures $ 929,168 $ 1,272,900 $ 1,251,500 Ending Balance $ 364,200 $ 152,600 Public Welfare - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 52 Parks & Trails District Special Revenue Fund Parks & Trails District FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 4,979,600 $ 1,453,800 Revenues & Other Resources Special Assessments $ 15,179 $ 13,300 $ 13,300 Intergovernmental 36,233 — — Charges for Services 6,688,040 6,847,600 7,112,100 Interest Income 130,931 13,800 13,800 Miscellaneous Revenue 469,377 3,510,000 10,000 Debt Proceeds — 550,800 153,000 Transfers In 33,237 — — Total Revenues $ 7,372,997 $ 10,935,500 $ 7,302,200 Expenditures Salaries & Benefits $ 2,221,554 $ 2,725,800 $ 3,028,700 Operations & Maintenance 2,351,622 2,655,900 2,585,100 Capital Outlay 492,191 8,074,900 1,380,000 Debt Service/Loans 62,897 125,900 211,900 Transfers Out 702,986 878,800 946,400 Total Expenditures $ 5,831,250 $ 14,461,300 $ 8,152,100 Ending Balance $ 1,453,800 $ 603,900 Public Welfare - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 53 Parkland Trust Fund Park Land Trust FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 2,556,100 $ 2,088,000 Revenues & Other Resources Interest Income $ 87,279 $ 66,100 $ 66,100 Miscellaneous Revenue 807,631 786,200 809,800 Transfers In 243,877 — — Total Revenues $ 1,138,788 $ 852,300 $ 875,900 Expenditures Operations & Maintenance $ 14,000 $ 613,800 $ 525,000 Capital Outlay 45,220 706,600 600,000 Debt Service/Loans 233,719 — — Total Expenditures $ 292,939 $ 1,320,400 $ 1,125,000 Ending Balance $ 2,088,000 $ 1,838,900 Cemetery - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Cemetery Expenditures Salaries & Benefits $ 384,751 $ 452,200 $ 449,700 Operations & Maintenance 168,692 241,800 236,300 Capital Outlay 166,193 824,100 90,000 Total Expenditures $ 719,636 $ 1,518,100 $ 776,000 Public Welfare - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 54 Cemetery Perpetual Care Permanent Fund Cemetery Perpetual Care FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 1,915,800 $ 2,018,000 Revenues & Other Resources Charges for Services $ 101,063 $ 82,200 $ 84,700 Interest Income 63,660 20,000 20,000 Total Revenues $ 164,723 $ 102,200 $ 104,700 Expenditures $ — $ — $ — Total Expenditures $ — $ — $ — Ending Balance $ 2,018,000 $ 2,122,700 Library - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Library Expenditures Salaries & Benefits $ 2,657,975 $ 2,884,700 $ 3,024,000 Operations & Maintenance 682,801 813,300 854,500 Capital Outlay — 35,000 — Debt Service/Loans 7,192 1,900 — Total Expenditures $ 3,347,969 $ 3,734,900 $ 3,878,500 Public Welfare - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 55 Library Depreciation Capital Construction Fund Library Depreciation Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 341,700 $ 190,500 Revenues & Other Resources Interest Income $ 21,629 $ 9,500 $ 9,500 Miscellaneous Revenue — 67,000 — Transfers In 83,977 87,400 — Total Revenues $ 105,606 $ 163,900 $ 9,500 Expenditures Operations & Maintenance $ 6,884 $ — $ — Capital Outlay — 315,100 200,000 Total Expenditures $ 6,884 $ 315,100 $ 200,000 Ending Balance $ 190,500 $ — Neighborhood Services - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Neighborhood Services Expenditures Salaries & Benefits $ 185,293 $ 576,300 $ 631,300 Operations & Maintenance 100,613 264,800 277,000 Capital Outlay — 90,000 104,000 Debt Service/Loans 5,981 — — Total Expenditures $ 291,887 $ 931,100 $ 1,012,300 Economic Development - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Economic Development Expenditures Salaries & Benefits $ 266,905 $ 252,600 $ 266,200 Operations & Maintenance 167,082 271,400 273,400 Total Expenditures $ 433,987 $ 524,000 $ 539,600 Public Welfare - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 56 Downtown Improvement District Special Revenue Fund Downtown Improvement District FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 5,600 $ 5,200 Revenues & Other Resources Special Assessments $ 230,454 $ 260,100 $ 280,100 Licenses & Permits 2,500 1,500 1,500 Total Revenues $ 232,954 $ 261,600 $ 281,600 Expenditures Operations & Maintenance $ 232,609 $ 262,000 $ 286,800 Total Expenditures $ 232,609 $ 262,000 $ 286,800 Ending Balance $ 5,200 $ — Urban Renewal District Special Revenue Funds Urban Renewal Districts FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 11,215,900 $ 12,043,700 Revenues & Other Resources Taxes $ 6,324,553 $ 5,664,900 $ 6,066,300 State Shared 128,429 57,100 57,100 Intergovernmental 2,783 — — Interest Income 367,008 2,100 2,100 Miscellaneous Revenue 329 — — Total Revenues $ 6,823,102 $ 5,724,100 $ 6,125,500 Expenditures Salaries & Benefits $ 183,409 $ 194,600 $ 205,800 Operations & Maintenance 2,675,813 3,455,500 14,881,500 Capital Outlay 279,485 408,200 1,670,000 Debt Service/Loans 92,000 92,100 92,100 Transfers Out 987,958 745,900 743,400 Total Expenditures $ 4,218,665 $ 4,896,300 $ 17,592,800 Ending Balance $ 12,043,700 $ 576,400 Public Welfare - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 57 Sustainability - General Fund Excludes Transfers FY24 Actual FY25 Revised Budget FY26 Adopted Budget Sustainability Expenditures Salaries & Benefits $ 329,207 $ 374,100 $ 395,700 Operations & Maintenance 103,774 331,200 260,200 Capital Outlay — 617,600 641,100 Total Expenditures $ 432,981 $ 1,322,900 $ 1,297,000 Community Housing Special Revenue Fund Community Housing Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 1,780,600 $ 536,900 Revenues & Other Resources Taxes $ 1,415,586 $ — $ — Intergovernmental 1,607 — — Interest Income 61,425 13,600 13,600 Miscellaneous Revenue 89 100 100 Transfers In — 1,250,000 1,000,000 Total Revenues $ 1,478,708 $ 1,263,700 $ 1,013,700 Expenditures Salaries & Benefits $ 106,996 $ 111,100 $ 117,600 Operations & Maintenance 1,786,657 2,396,300 1,433,000 Total Expenditures $ 1,893,653 $ 2,507,400 $ 1,550,600 Ending Balance $ 536,900 $ — Public Welfare - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 58 Cross-Departmental Cross-Departmental - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 59 Page Intentionally Left Blank Cross-Departmental - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 60 Cross-Departmental - General Fund (Excludes Transfers) FY24 Actual FY25 Revised Budget FY26 Adopted Budget Cross-Departmental Expenditures Operations & Maintenance $ 2,292,267 $ 1,816,100 $ 1,841,000 Total Expenditures $ 2,292,267 $ 1,816,100 $ 1,841,000 Health-Medical Insurance Special Revenue Fund Health-Medical Insurance FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 486,400 $ — Revenues & Other Resources Taxes $ 2,616,796 $ 2,701,300 $ 3,324,700 Interest Income 11,264 — — Total Revenues $ 2,628,060 $ 2,701,300 $ 3,324,700 Expenditures Transfers Out $ 3,392,870 $ 3,187,700 $ 3,324,700 Total Expenditures $ 3,392,870 $ 3,187,700 $ 3,324,700 Ending Balance $ — $ — Health-Medical Internal Service Fund Health-Medical Insurance ISF FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ — $ — Revenues & Other Resources Charges for Services $ 6,639,354 $ 7,036,000 $ 7,739,600 Interest Income (513) 400 400 Miscellaneous Revenue 10,852 45,000 49,600 Total Revenues $ 6,649,692 $ 7,081,400 $ 7,789,600 Expenditures Operations & Maintenance $ 6,585,647 $ 7,081,400 $ 7,789,600 Total Expenditures $ 6,585,647 $ 7,081,400 $ 7,789,600 Ending Balance $ — $ — Cross-Departmental - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 61 American Rescue Plan Act Special Revenue Fund American Rescue Plan FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 454,700 $ — Revenues & Other Resources Intergovernmental $ 4,115,310 $ — $ — Interest Income 70,175 — — Total Revenues $ 4,185,485 $ — $ — Expenditures Transfers Out $ 4,115,310 $ 454,700 $ — Total Expenditures $ 4,115,310 $ 454,700 $ — Ending Balance $ — $ — Senior Transportation Special Revenue Fund Senior Transportation FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 30,900 $ 23,500 Revenues & Other Resources Taxes $ 186,319 $ 2,100 $ 2,200 Interest Income 3,519 500 500 Transfers In — 190,000 190,000 Total Revenues $ 189,839 $ 192,600 $ 192,700 Expenditures Operations & Maintenance $ — $ 200,000 $ 216,200 Total Expenditures $ — $ 200,000 $ 216,200 Ending Balance $ 23,500 $ — Cross-Departmental - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 62 Cross-Department Special Revenue Funds Department Special Revenue Funds FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 3,516,500 $ 3,448,000 Revenues & Other Resources Intergovernmental $ 193,426 $ 160,000 $ — Charges for Services 51,125 47,300 49,700 Fines & Forfeitures 53,578 63,100 63,100 Interest Income 84,477 9,400 9,400 Miscellaneous Revenue 53,852 — — Total Revenues $ 436,458 $ 279,800 $ 122,200 Expenditures Salaries & Benefits $ 53,208 $ 110,300 $ 116,600 Operations & Maintenance 255,083 235,400 88,200 Transfers Out — 2,600 2,700 Total Expenditures $ 308,291 $ 348,300 $ 207,500 Ending Balance $ 3,448,000 $ 3,362,700 Cross-Departmental - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 63 Page Intentionally Left Blank Cross-Departmental - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 64 Debt Service Funds Debt Service Funds - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 65 Page Intentionally Left Blank Debt Service Funds - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 66 General Obligation (GO) Bond Debt Service Funds GO Bonds FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ (330,000) $ (330,000) Revenues & Other Resources Taxes $ 4,039,312 $ 4,139,000 $ 4,447,600 Interest Income 17,436 — — Interfund Loan Proceeds — — 14,800 Total Revenues $ 4,056,748 $ 4,139,000 $ 4,462,400 Expenditures Debt Service/Loans $ 3,959,850 $ 4,139,000 $ 4,132,400 Total Expenditures $ 3,959,850 $ 4,139,000 $ 4,132,400 Ending Balance $ (330,000) $ — Special Improvement District (SID) Revolving Debt Service Fund SID Revolving Fund FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 623,100 $ 623,100 Revenues & Other Resources Interest Income $ 1,554 $ — $ — Miscellaneous Revenue 9,909 — — Transfers In 992,114 — — Total Revenues $ 1,003,576 $ — $ — Expenditures $ — $ — $ — Total Expenditures $ — $ — $ — Ending Balance $ 623,100 $ 623,100 Debt Service Funds - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 67 Special Improvement Districts (SIDs) Debt Service Funds Special Improvement Districts (SIDs)FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ 1,810,700 $ 1,950,900 Revenues & Other Resources Special Assessments $ 515,511 $ 549,900 $ 550,000 Interest Income 75,484 28,300 29,500 Total Revenues $ 590,995 $ 578,200 $ 579,500 Expenditures Debt Service/Loans $ 320,276 $ 270,900 $ 270,900 Transfers Out 782,130 167,100 — Total Expenditures $ 1,102,406 $ 438,000 $ 270,900 Ending Balance $ 1,950,900 $ 2,259,500 Urban Renewal District (URD) Bond Debt Service Funds URD Bonds FY24 Actual FY25 Revised Budget FY26 Adopted Budget Beginning Balance $ — $ — Revenues & Other Resources Transfers In $ 744,081 $ 745,900 $ 743,400 Total Revenues $ 744,081 $ 745,900 $ 743,400 Expenditures Debt Service/Loans $ 744,081 $ 745,900 $ 743,400 Total Expenditures $ 744,081 $ 745,900 $ 743,400 Ending Balance $ — $ — Debt Service Funds - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 68 Page Intentionally Left Blank Debt Service Funds - Resources & Expenditures FY26 Adopted Annual Operating Budget Page 69 Reconciliation of 2025 Biennium Budget to FY26 Adopted Annual Operating Budget Fund FY26 Adopted in 2025 Biennium Budget 2026-2030 Capital Improvement Plan (CIP) Other Amendments FY26 Adopted Budget Explanation of Non-CIP Changes (Detailed changes adopted as part of the 2026-2030 CIP can be found in the CIP Section on page 77.) General Fund General Fund $ 59,283,500 $ 331,300 $ 2,213,300 $ 61,828,100 Twelve (12) firefighters funded by the SAFER grant ($1,491,600), water adequacy ballot education ($50,000), Bozeman Creek Plan ($50,000), other Commission priorities ($621,700). Total General Fund $ 59,283,500 $ 331,300 $ 2,213,300 $ 61,828,100 Special Revenue Funds Community Development/Planning $ 3,749,100 $ 25,000 $ — $ 3,774,100 Senior Transportation 216,200 — — 216,200 Urban Renewal Districts 7,914,600 — 9,678,200 17,592,800 Adjust appropriations to match work plans and budgets adopted by City Commission on May 6, 2025. Local Government Study Commission — — — — Health-Medical Insurance 3,324,700 — — 3,324,700 Fire Department Equipment 945,700 — — 945,700 Community Housing Fund 518,000 — 1,032,600 1,550,600 Estimated uncommitted amount to carry forward, likely to be spent on Fowler Affordable Housing Project. Department Special Revenue-Local 207,500 — — 207,500 Drug Forfeiture 305,200 — — 305,200 Building Inspection Fund 5,220,000 25,000 — 5,245,000 Impact Fees 21,919,600 (5,367,300) — 16,552,300 Lighting Districts 532,400 — — 532,400 Street Maintenance District 14,232,000 22,100 — 14,254,100 Street Arterial Construction District 8,758,900 (2,374,100) — 6,384,800 Tree Maintenance District 1,175,600 75,900 — 1,251,500 Parks & Trails District 8,287,100 665,000 (800,000) 8,152,100 Estimated vacancy savings used to support adopted increases to capital plan. Downtown Improvement District 267,300 — 19,500 286,800 Adjust appropriations to match work plans and budgets adopted by City Commission on May 6, 2025. Gas Tax Fund — — — — MPO 621,500 — — 621,500 American Rescue Plan — — — — Park Land Trust 525,000 600,000 — 1,125,000 Total Special Revenue Funds $ 78,720,400 $ (6,328,400) $ 9,930,300 $ 82,322,300 FY26 Adopted Annual Operating Budget Page 70 Fund FY26 Adopted in 2025 Biennium Budget 2026-2030 Capital Improvement Plan (CIP) Other Amendments FY26 Adopted Budget Explanation of Non-CIP Changes (Detailed changes adopted as part of the 2026-2030 CIP can be found in the CIP Section on page 77.) Debt Service Funds GO Bonds $ 4,132,400 $ — $ — $ 4,132,400 URD Bonds 743,400 — — 743,400 SID Revolving Fund — — — — Special Improvement Districts (SIDs) 270,900 — — 270,900 Total Debt Service Funds $ 5,146,700 $ — $ — $ 5,146,700 Construction Funds Capital Projects $ — $ 200,000 $ — $ 200,000 Street Reconstruction 124,400 310,000 — 434,400 Technology Fund — — — — Trails & Open Space Bond Projects — — — — Fire Station #2 — — — — Recreation Improvements — — — — Shops Complex 13,780,000 (13,520,000) — 260,000 Total Construction Funds $ 13,904,400 $ (13,010,000) $ — $ 894,400 Enterprise Funds Water Fund $ 26,543,500 $ (3,258,900) $ (455,700) $ 22,828,900 The reduction in budget appropriations is due to an acceleration of a substantial groundwater modeling effort to identify locations for City wells. Funding was reduced in FY26 and increased in FY25. Wastewater Fund 22,515,600 (434,100) — 22,081,500 Solid Waste Fund 10,231,300 200,000 — 10,431,300 Stormwater Fund 3,375,500 340,000 — 3,715,500 Parking Fund 1,969,300 (400,000) — 1,569,300 Total Enterprise Funds $ 64,635,200 $ (3,553,000) $ (455,700) $ 60,626,500 Internal Service Funds Vehicle Maintenance $ 2,966,800 $ — $ — $ 2,966,800 Health-Medical Insurance ISF 7,789,600 — — 7,789,600 Public Works Administration 8,761,700 — 50,000 8,811,700 This amount will cover 1/3 of the estimated $150,000 project to create a concept plan for Bozeman Creek. Total Internal Service Funds $ 19,518,100 $ — $ 50,000 $ 19,568,100 Permanent Funds Cemetery Perpetual Care $ — $ — $ — $ — Total Permanent Funds $ — $ — $ — $ — Total All Funds $ 241,208,300 $ (22,560,100) $ 11,737,900 $ 230,386,100 FY26 Adopted Annual Operating Budget Page 71 Capital Improvement Plan (CIP) The CIP includes a list of anticipated capital expenditures as defined by any planned expenditure of $25,000 or greater, that results in the acquisition of an asset with a useful life of 3 years or more. There are a couple of “exceptions” or “extensions” of this definition that we have found helpful and necessary in past years: •Specific plans that involve pre-engineering or preliminary design of facilities are often (but not always) included in the CIP. •Software purchases that could potentially be “software as a service” (SaaS). Cloud based services are beginning to replace purchases of outright software and hardware. In the CIP, we have treated the software projects as a capital outlay purchase. State law and City charter require the City to prepare the CIP. State Law requires the City to maintain a Capital Improvement Plan for our Development Impact Fee programs. Under Montana Code Annotated (MCA), this Capital Improvement Plan provides the schedules and cost projections required under MCA §7-6-1602(2)(k)(i-iv). In Article 5.06 of the adopted City Charter, the City Manager is responsible for preparing and submitting a multi-year capital program to the City Commission no later than December 15 for the ensuing fiscal year. The five-year plan includes long-range plans for our current facilities while keeping in mind level of service standards. In a community with relatively high cost of living, the ability of citizens to afford the needed utility rate, fee, and assessment levels is of concern. At the same time, the City strives to keep existing facilities properly maintained — and not pass deferred maintenance costs and problems on to future generations. Once adopted, the FY2025-2029 Capital Improvement Plan became the basis of the 2025 Biennium Recommended Budget. Following the adoption of the 2025 Biennium Budget, the FY2026-2030 Capital Improvement Plan was developed and adopted on December 10, 2024. A summary and explanation of changes made to the FY26 capital plan is provided on page 77, following the table of FY26 Capital Improvements Plan by project, beginning on the next page. The City will continue to invest in capital infrastructure in order to keep Bozeman a vibrant and active city. We are a resilient, enterprising, and creative community. The CIP is a plan to provide efficient and effective services, and to achieve the Commission’s vision and priorities set out in the Strategic Plan for the City of Bozeman. The FY2026-2030 CIP can be found on the Budget and Financial Reporting webpage. FY26 Adopted Annual Operating Budget Page 72 FY26 Capital Plan Fund/Department Project #Project Name FY26 Adopted Budget General Fund/Facilities FCA007 Site Accessibility Assessments $ 86,600 FCA009 Library Boiler Replacements 317,100 FCA010 Architectural Study 73,300 FCA012 Railings/Handrail Replacement 67,700 GF344 New Department Vehicle 75,000 GF379 Flooring Replacement 50,800 General Fund/IT GF080 City-Wide Switches and Routers 60,000 GF233 IT Vehicle Replacement 37,500 GF265 Server Replacement 202,000 GF289 Server Farm Upgrade 35,000 General Fund/Police GF052 Non-Patrol Car Replacement 35,000 GF053 Patrol Vehicle - Replacement 324,500 General Fund/Cemetery GF116 Cemetery Vehicle Replacement 90,000 General Fund/Recreation GF364 Bulkhead at Swim Center 325,000 General Fund/ Neighborhood Services GF382 Vehicle (Replacement) 60,000 GF387 New Portable Radios 44,000 General Fund/Sustainability GF362 Solar Panel Arrays 641,100 General Fund Total $ 2,524,600 Planning Fund CD08 Community Development Office Reconfiguration $ 25,000 Planning Fund Total $ 25,000 Street Maintenance Fund STR20 Annual Multimodal Improvements $ 158,200 STR30 Annual Median & Boulevard 125,000 STR40 Dump Truck with Plow Sander 297,400 STR49 Sander Replacement 40,000 STR71 Street Improvement Mill and Overlay 1,136,100 STR75 Annual Pedestrian Ramp Repair 120,000 STR93 Snow Blower 220,000 STR117 Annual Sidewalk Improvements 50,000 STR123 Light Duty Fleet Addition 80,000 STR129 Light Duty Replacements 80,000 STR135 Diesel Fuel Tank & Kiosk 32,000 STR139 Mini Excavator 200,000 STR145 Smart Paving Technology Attachment 55,000 STR155 Flanders Mill Shared Use Path 182,300 STR157 Wing Plows for Existing Trucks 60,000 STR159 Road Weather Information System (RWIS) Stations 110,000 STR161 Automatic Vehicle Location (AVL) Update With Dash Cams 99,200 STR162 Routing Software 216,200 Street Maintenance Fund Total $ 3,261,400 Tree Maintenance Fund FOR18 Forestry Midsize Truck Replacement $ 45,000 FOR23 Urban Forest Management Plan: 2026 Update 85,000 Tree Maintenance Fund Total $ 130,000 FY26 Adopted Annual Operating Budget Page 73 Fund/Department Project #Project Name FY26 Adopted Budget Street Impact Fee Fund SIF009 Kagy: 19th to Willson $ 2,690,000 SIF112 Highland/Main Intersection Improvement 850,000 SIF114 Fowler Avenue Connection: Huffine to Oak 9,551,800 SIF118 Babcock: 15th to 19th 2,151,100 SIF188 Oak Street Intersections 750,000 Street Impact Fee Fund Total $ 15,992,900 Building Inspection Fund BI07 Building Vehicle $ 54,100 CD08 Community Development Office Reconfiguration 25,000 Building Inspection Fund Total $ 79,100 Arterial & Collector Fund A&C007 Shared Use Path: Valley Center Infill Sections $ 527,600 A&C016 Shared Use Path: S 19th Lincoln to Kagy 432,600 SIF114 Fowler Avenue Connection: Huffine to Oak 401,700 SIF118 Babcock: 15th to 19th 1,927,900 SIF157 College: 8th to 11th 2,465,800 SIF188 Oak Street Intersections 150,000 Arterial & Collector Fund Total $ 5,905,600 Fire Capital & Equipment Fund FE12 Personal Protective Equipment $ 56,700 FE18 Light Duty Vehicles 50,000 FE28 Vehicle Lift 45,000 Fire Capital & Equipment Fund Total $ 151,700 Parks & Trails District Fund PTD02 Parks Restroom Upgrades $ 200,000 PTD03 Playground/Skate Park Improvements 200,000 PTD04 Park Vehicles (Replacements) 150,000 PTD05 Toolcat Multi Purpose 90,000 PTD06 Park Shelter Replacement 75,000 PTD09 Deferred Maintenance 200,000 PTD13 Sports Complex 90,000 PTD20 Loop Trail Feasibility Study 70,000 PTD22 Sound Mitigation 150,000 PTD23 Pickleball Courts 75,000 PTD26 Bikefill Community Park 80,000 Parks & Trails District Fund Total $ 1,380,000 FY26 Adopted Annual Operating Budget Page 74 Fund/Department Project #Project Name FY26 Adopted Budget Downtown TIFD Fund Park Improvements (Soroptimist/NBPP)$ 250,000 Public Utility Infrastructure Improvements 1,000,000 Wayfinding & Parking Signage 20,000 Bozeman Creek Improvements 50,000 Alternative Transportation Projects 10,000 Tree Replacement Project (Streetscape Imp. in FY24) 10,000 Street Furniture/Streetscape Improvements & Furniture 100,000 Intersection Cable Anchor Repairs 10,000 Parklet Infrastructure 10,000 Streetscape Assistance Grant Program 100,000 Life-Safety Grant Program 60,000 Fiber-Broadband Infrastructure Grants 10,000 Art Enhancement/CPTED Grant Program 40,000 Downtown TIFD Fund Total $ 1,670,000 Street Reconstruction SCR01 Curb Spot Repair $ 124,400 SIF009 Kagy: 19th to Willson 310,000 Library Depreciation Fund LIB33 Irrigation Replacement 200,000 Construction Funds Total $ 634,400 Water Fund W03 Annual Water Pipe Replacement Program $ 34,300 W04 Water Pipe Replacement Program 2,001,000 W72 Pressure Reducing Valve (PRV) Phase 1-Mechanical & Structural Upgrades 500,000 W79 Hyalite Dam & Reservoir Optimization Improvements 500,000 W87 Lyman Tank & Transmission Main 1,500,000 W108 Ground Thawer Replacement 60,000 W110 Replace 3/4 Ton Truck with 1 Ton Truck 69,000 W111 Meter Service Truck Replacement 75,000 W115 Hyalite Intake Rehab 540,800 W134 Municipal Groundwater Water Right & Mitigation Plan Permitting 200,000 W151 Water Treatment Plant (WTP) Capital Replacement 505,800 W164 Blower and Reverse Filtration Variable Frequency Drives (VFD) Replacement 35,000 W167 Water Mains with Fowler Corridor 800,000 WIF33 Municipal Test Well & Mitigation System Exploration Program 1,166,700 WIF99 Water Development Oversizing 355,000 Water Fund Total $ 8,342,600 FY26 Adopted Annual Operating Budget Page 75 Fund/Department Project #Project Name FY26 Adopted Budget Wastewater Fund WW07 Annual Wastewater Pipe Replacement Design $ 34,300 WW08 Wastewater Pipe Replacement 762,000 WW09 Annual 6-Inch Wastewater Pipe Replacement 811,200 WW69 Small Works Projects 162,200 WW92 Dewater Pumps Replacement 162,200 WW112 East Gallatin River Data Collection 66,200 WW113 Skid Steer Loader Replace 72,500 WW114 Dump Truck 236,000 WW115 3/4 Ton Pickup Replacement 95,000 WW121 Water Reclamation Facility (WRF) Motor Control Center (MCC) Replacements 282,000 WW129 Water Reclamation Facility (WRF) Base Hydraulic Phase 1 1,607,600 WW131 Water Reclamation Facility (WRF) Base Hydraulic Phase 2 400,000 WW138 MSU Interceptor 836,800 WW141 Treatment Wetlands 50,000 WW147 Joint DEQ/City Water Reclamation Biologically Available Phosphorus Study 50,000 WW148 Food Truck and RV Dump Site Joint Project with Gallatin County 86,000 WWIF58 Fowler Sewer Upgrade 988,500 WWIF63 Gooch Hill Lift Station 1,500,000 WWIF99 Wastewater Development Oversizing 70,000 Wastewater Fund Total $ 8,272,500 Solid Waste Funds SW65 Side Load Truck-Recycling $ 475,000 SW78 Cover System Improvements 351,500 SW80 Storage Building 150,000 Solid Waste Funds Total $ 976,500 Parking Fund P017 Rouse Lot Improvements $ 170,500 Parking Fund Total $ 170,500 Stormwater Fund STDM04 Historic Pipe Replacement Program $ 535,400 STDM05 Annual Unplanned Pipe Rehabilitation 59,100 STOP08 Vacuum & Jetting Truck 650,000 STRM60 River Health - Mechanical Treatment - Peach 280,000 Stormwater Fund Total $ 1,524,500 Vehicle Maintenance Fund VM08 Mobile Column Wheel Lifts $ 52,000 Vehicle Maintenance Fund Total $ 52,000 Park Land Trust Fund PK1820 Rose Park Phase 2 $ 100,000 PTD27 Cattail Corridor Parks and Anchor Route 500,000 Park Land Trust Fund Total $ 600,000 Total Capital Projects for All Funds $ 51,693,300 FY26 Adopted Annual Operating Budget Page 76 Changes to CIP from Adopted 2025 Biennium Budget to FY26 Adopted Budget Fund/Department Increase (Decrease)Explanation General Fund $ 331,300 Increase primarily due to acceleration of the Bulkhead project at the Swim Center. Other changes include reductions to facilities improvements at the shops complex in anticipation of a larger shops complex project. Reductions are offset by the addition of one vehicle and radios for Neighborhood Services and other inflationary increases to budgeted capital items. Planning Fund 25,000 Community Development Office Reconfiguration project funded jointly between Planning and Building Inspection. Street Maintenance Fund 22,100 Increases to FY26 Street Maintenance capital included the addition of wing plows, routing software, AVL updates, and the movement of a mini excavator from FY27 to FY26. Changes to capital also included removing budgeted lease payments from the capital budget category. These changes resulted in a slight overall increase to Street Maintenance capital. Tree Maintenance Fund 75,900 The increase supports the 2026 update of the Urban Forest Management Plan. Street Impact Fee Fund (5,367,300) The overall reduction is due primarily to updating the budget for Kagy: 19th to Willson project to be limited to City's portion given that MDT will administer the project. The reduction is offset by the acceleration of the Fowler Avenue Connection project and an increase to the Oak St Intersections Project. Building Inspection Fund 25,000 Community Development Office Reconfiguration project funded jointly between Planning and Building Inspection. Arterial & Collector Fund (2,374,100) The primary driver of the reduction is due to shifting the funding split between Arterial & Collector and Street Impact Fee Fund based on updated analysis of Street Impact Fee eligible projects. Parks & Trails District Fund 665,000 Various projects added due to community feedback and potential public/private partnerships. This increase includes Commission's addition of the Loop Trail Feasibility Study with the adoption of the FY26-30 CIP. Downtown TIFD Fund 720,000 As outlined in the Work Plan adopted by Commission on May 6, 2025, the primary increase is an additional $600k for Public Utility Infrastructure Improvements. Construction Funds/Street Reconstruction 310,000 Cash-in-Lieu of Infrastructure collected from adjacent development has been deposited in the Street Reconstruction Fund for use on the Kagy project. This establishes budget to expend the cash-in-lieu collected. Construction Funds/ Library Depreciation 200,000 Increase for maintenance and repair costs as Library irrigation piping continues to degrade. Construction Funds/Shops Complex (13,520,000) The reduction is attributable to the postponement of the Shops Complex project to allow for a more clearly defined project scope and cost. FY26 Adopted Annual Operating Budget Page 77 Fund/Department Increase (Decrease)Explanation Water Funds $ (3,714,600) The reduction is primarily due to postponing the Hyalite Dam & Reservoir Optimization Improvements to FY28 for grant funding pursuit and delaying the Western Transmission Main / New South Pressure Zone project to await the completion of scope-informing projects. The reduction includes the acceleration of the Municipal groundwater project from FY26 to FY25. The reductions are offset by the addition of a condition assessment for the Lyman Tank & Transmission Main. Wastewater Funds (434,100) The overall reduction is primarily due to the discontinuation of concurrently planned projects and limited contractor availability. Adjustments include the reallocation of budget from the Cottonwood Road Oversizing project to Gooch Hill List Station project. Solid Waste Funds 200,000 This increase is intended for the construction of a storage building to accommodate additional storage needs resulting from the new organics program, plus inflationary increases anticipated for vehicle purchases. Parking Fund (400,000) This $400k was originally identified by Commission with the adoption of the 2025 Biennium Budget as a reduction to the Rouse Lot Improvements project and set aside for other priority parking projects. The department has opted to return the appropriation to fund balance for future priority projects. Stormwater Fund 340,000 Due to EPA emissions requirements, the budget for the Vacuum & Jetting Truck has been increased. The River Health - Mechanical Treatment - Peach project was also added to FY26. This project was originally part of the Downtown Mechanical Storm Phase 3 project, which was identified in prior CIPs. Following the bid process, the project was split into phases due to high costs and logistical timing issues. Park Land Trust Fund 600,000 Two new projects were included in the adopted FY26-30 CIP; Rose Park Phase 2 and Cattail Corridor Parks and Anchor Route project. Total $ (22,295,800) FY26 Adopted Annual Operating Budget Page 78 Outstanding Debt FY26 Adopted Annual Operating Budget Page 79 Outstanding Debt - Budget Year Activity4 General Issuance Information Budget Year Activity Fund Name of Issue Type of Debt Issued Maturity Years Borrowed Outstanding Principal Balance 6/30/2025 Principal Amount Due FY26 Interest Amount Due FY26 Principal Balance 6/30/2026 General Fund Sports Park/Bronken Intercap Loan #2810-01 Intercap Loans Payable 5/24/2019 8/15/2029 10 $ 314,559 $ 154,545 $ 154,545 $ 32,380 $ 12,500 $ 122,165 Fire Station 2 Lease Lease 10/1/2024 10/1/2071 48 1,051,800 1,045,291 1,045,291 6,802 47,038 1,038,489 Limited Tax GO Bonds, Series 2024B GO Bonds 5/16/2024 7/1/2043 19 3,930,000 3,835,000 3,835,000 120,000 164,950 3,715,000 $ 5,296,359 $ 5,034,836 $ 5,034,836 $ 159,182 $ 224,488 $ 4,875,654 Street Maintenance Fund Replace/Upgrade Street Lights Loan #2593-01 & 2593-02 Intercap Loans Payable 9/11/2015 8/15/2030 15 $ 199,231 $ 81,690 $ 81,690 $ 14,440 $ 6,300 $ 67,250 (2) 2022 CAT 150-15AWD Motor Graders #4478 & 4479 Capital Leases 2/21/2023 2/21/2028 5 584,900 477,200 477,200 58,159 33,724 419,042 2022 Elgin Broom Bear Sweeper #4481 Capital Leases 2/3/2023 4/1/2027 4 277,720 115,194 115,194 55,754 7,616 59,440 2023 Elgin Broom Bear Sweeper #4559 Capital Leases 10/26/2023 11/15/2027 4 295,706 177,950 177,950 55,329 12,532 122,621 (2) 2023 CAT 140-15AWD Motor Graders #4574 & 4575 Capital Leases 1/23/2024 2/6/2029 6 616,206 464,650 464,650 72,733 7,046 391,917 $ 1,973,763 $ 1,316,684 $ 1,316,684 $ 256,414 $ 67,218 $ 1,060,269 Parks & Trails District Fund Sports Park Loan Notes Payable 6/15/2018 6/30/2039 20 $ 1,700,000 $ 1,361,316 $ 1,361,316 $ 75,579 $ 50,216 $ 1,285,738 $ 1,700,000 $ 1,361,316 $ 1,361,316 $ 75,579 $ 50,216 $ 1,285,738 GO Bonds GO TOP Bonds, Series 2013 GO Bonds 12/23/2013 7/1/2034 20 $ 9,900,000 $ 5,305,000 $ 5,305,000 $ 505,000 $ 208,375 $ 4,800,000 GO TOP Bonds, Series 2014 GO Bonds 12/9/2014 7/1/2035 20 5,100,000 2,990,000 2,990,000 250,000 119,600 2,740,000 GO BPSC Bonds, Series 2019 GO Bonds 9/18/2019 7/1/2039 20 34,405,000 26,705,000 26,705,000 1,480,000 889,050 25,225,000 GO FS2 Bonds, Series 2022 GO Bonds 6/30/2022 7/1/2042 20 6,730,000 6,075,000 6,075,000 240,000 266,100 5,835,000 GO Rec Improvement Bonds, Series 2024A GO Bonds 5/16/2024 7/1/2044 20 2,280,000 2,220,000 2,220,000 75,000 97,888 2,145,000 $ 58,415,000 $ 43,295,000 $ 43,295,000 $ 2,550,000 $ 1,581,013 $ 40,745,000 URD Bonds Downtown Revenue Refunding Bonds, Series 2020 TIF Revenue Bonds 3/5/2020 7/1/2032 12 $ 3,689,000 $ 2,112,000 $ 2,112,000 $ 279,000 $ 51,533 $ 1,833,000 Northeast URD Revenue Bonds, Series 2017 TIF Revenue Bonds 7/9/2017 7/1/2042 25 1,446,000 1,096,965 1,096,965 47,215 44,785 1,049,749 Midtown Revenue Bonds, Series 2020 TIF Revenue Bonds 7/9/2020 7/1/2044 24 6,500,000 5,575,000 5,575,000 205,000 207,750 5,370,000 $ 11,635,000 $ 8,783,965 $ 8,783,965 $ 531,215 $ 304,068 $ 8,252,749 Special Improvement Districts (SIDs) SID 747_Manley Road Bonds, Series 2020 SID Bond Debt 8/14/2020 7/1/2040 20 $ 4,001,000 $ 2,996,026 $ 2,996,026 $ 177,031 $ 93,730 $ 2,818,995 $ 4,001,000 $ 2,996,026 $ 2,996,026 $ 177,031 $ 93,730 $ 2,818,995 FY26 Adopted Annual Operating Budget Page 80 4 FY26 Adopted Annual Operating Budget includes debt service that was projected when the 2025 biennial budget was developed. This schedule is limited to existing debt as of the development of this document. General Issuance Information Budget Year Activity Fund Name of Issue Type of Debt Issued Maturity Years Borrowed Outstanding Principal Balance 6/30/2025 Principal Amount Due FY26 Interest Amount Due FY26 Principal Balance 6/30/2026 Water Fund State Revolving Fund Revenue Bond_12247_Series 2011A Revenue Bond 9/30/2011 1/1/2032 20 $ 9,491,000 $ 3,941,000 $ 3,941,000 $ 558,000 $ 114,075 $ 3,383,000 State Revolving Fund Revenue Bond_13291_Series 2011B Revenue Bond 6/12/2013 1/1/2033 20 $ 9,552,000 $ 4,270,000 $ 4,270,000 $ 516,000 $ 124,260 $ 3,754,000 State Revolving Fund Revenue Bond_17386_Series 2017 Revenue Bond 5/17/2017 7/1/2037 20 7,573,000 4,987,000 4,987,000 361,000 122,438 4,626,000 $ 26,616,000 $ 13,198,000 $ 13,198,000 $ 1,435,000 $ 360,773 $ 11,763,000 Wastewater Fund State Revolving Revenue Bond_10252_Series 2010B Revenue Bond 2/10/2010 1/1/2030 20 $ 359,300 $ 91,000 $ 91,000 $ 20,000 $ 1,505 $ 71,000 State Revolving Revenue Bond_10230_Series 2010D Revenue Bond 2/25/2010 1/1/2030 20 9,500,000 2,683,000 2,683,000 566,000 76,275 2,117,000 State Revolving Revenue Bond_10262_Series 2010F Revenue Bond 6/10/2010 7/1/2030 20 729,000 254,000 254,000 48,000 7,260 206,000 State Revolving Revenue Bond_11291_Series 2010C Revenue Bond 8/21/2013 1/1/2031 17.5 885,081 329,000 329,000 56,000 9,450 273,000 State Revolving Revenue Bond_11292_Series 2010G Revenue Bond 4/27/2011 1/1/2031 20 3,903,000 1,029,000 1,029,000 172,000 29,595 857,000 State Revolving Revenue Bond_11281_Series 2010H Revenue Bond 8/21/2013 1/1/2031 17.5 8,692,000 3,232,000 3,232,000 550,000 92,865 2,682,000 State Revolving Revenue Bond_21490_Series 2020D Revenue Bond 8/12/2020 7/1/2040 20 2,807,000 2,230,000 2,230,000 124,000 54,975 2,106,000 State Revolving Revenue Bond_21487_Series 2020B Revenue Bond 7/22/2020 7/1/2040 20 7,786,000 6,186,000 6,186,000 344,000 152,513 5,842,000 State Revolving Revenue Bond_21506_Series 2020C Revenue Bond 4/21/2021 1/1/2041 20 6,693,321 5,443,000 5,443,000 291,000 134,263 5,152,000 State Revolving Revenue Bond_21486_Series 2020A Revenue Bond 7/22/2020 7/1/2040 N/A 300,000 300,000 300,000 — — 300,000 $ 41,654,702 $ 21,777,000 $ 21,777,000 $ 2,171,000 $ 558,700 $ 19,606,000 Stormwater Fund State Revolving Fund Revenue Bond_15373_Series 2015 Revenue Bond 6/29/2015 7/1/2035 20 $ 1,815,000 $ 1,020,000 $ 1,020,000 $ 90,000 $ 24,938 $ 930,000 $ 1,815,000 $ 1,020,000 $ 1,020,000 $ 90,000 $ 24,938 $ 930,000 Public Works Administration Fund East Beall Office Lease Lease 4/1/2022 3/1/2027 5 $ 423,122 $ 170,793 $ 170,793 $ 94,477 $ 6,413 $ 76,316 $ 423,122 $ 170,793 $ 170,793 $ 94,477 $ 6,413 $ 76,316 Total $ 153,529,946 $ 98,953,620 $ 98,953,620 $ 7,539,898 $ 3,271,555 $ 91,413,722 FY26 Adopted Annual Operating Budget Page 81 Outstanding Debt - Schedules to Maturity Fiscal GO Bonds Revenue Bonds Intercap Loans Payable Notes Payable TIF Revenue Bonds SID Bond Debt Leases & Capital Leases Total Year Principal Interest Principal Interest Principal Interest5 Principal Interest Principal Interest Principal Interest Principal Interest Principal Interest 2026 2,670,000 1,745,963 3,696,000 944,410 46,820 12,909 75,579 50,216 531,215 304,068 177,031 93,730 343,253 114,369 7,539,898 3,265,664 2027 2,780,000 1,637,338 3,805,000 1,209,090 48,101 10,198 78,432 47,363 545,171 287,104 182,696 88,064 338,146 96,401 7,777,547 3,375,559 2028 2,890,000 1,522,838 3,914,000 1,110,613 49,423 7,422 81,332 44,463 564,152 269,745 188,543 82,218 502,592 82,451 8,190,042 3,119,748 2029 3,015,000 1,402,438 4,025,000 1,008,048 50,784 4,567 84,522 41,273 586,381 251,566 194,577 76,184 250,896 49,824 8,207,160 2,833,899 2030 3,135,000 1,276,788 3,809,000 504,286 33,450 1,615 87,653 38,142 598,537 232,817 200,803 69,957 8,112 45,729 7,872,556 2,169,333 2031 3,275,000 1,146,088 3,068,000 401,405 7,657 218 90,962 34,833 619,838 209,734 207,230 63,531 8,477 45,364 7,277,163 1,901,172 2032 3,415,000 1,009,488 2,355,000 322,460 — — 94,354 31,441 641,190 199,862 213,861 56,896 8,858 44,982 6,728,264 1,665,129 2033 3,550,000 866,988 1,756,000 263,470 — — 97,998 27,797 327,768 172,982 220,705 50,055 9,257 44,583 5,961,729 1,425,874 2034 3,515,000 718,838 1,480,000 222,475 — — 101,657 24,138 340,326 159,824 227,768 42,992 9,673 44,167 5,674,425 1,212,433 2035 2,950,000 569,938 1,515,000 185,263 — — 105,495 20,300 358,032 146,118 235,057 35,703 10,109 43,732 5,173,693 1,001,053 2036 3,220,000 480,313 1,437,000 147,875 — — 109,456 16,339 370,822 131,728 242,580 28,181 10,563 43,277 5,390,421 847,712 2037 2,935,000 399,931 1,473,000 111,725 — — 113,628 12,167 383,810 116,740 250,343 20,418 11,039 42,801 5,166,820 703,782 2038 3,015,000 319,175 1,024,000 77,688 — — 117,899 7,896 401,841 101,309 258,354 12,406 11,535 42,305 4,828,629 560,779 2039 3,100,000 235,950 1,049,000 51,938 — — 122,349 3,446 415,024 85,126 196,477 4,139 12,055 41,786 4,894,904 422,384 2040 590,000 146,600 1,079,000 25,550 — — — — 433,327 68,423 — — 12,597 41,243 2,114,924 281,816 2041 1,335,000 109,000 210,000 2,625 — — — — 451,798 50,952 — — 13,164 40,676 2,009,962 203,253 2042 640,000 69,600 — — — — — — 429,731 36,415 — — 13,756 40,084 1,083,487 146,099 2043 935,000 28,800 — — — — — — 385,000 23,550 — — 14,375 39,465 1,334,375 91,815 2044 165,000 6,600 — — — — — — 400,000 12,000 — — 15,022 38,818 580,022 57,418 2045 — — — — — — — — — — — — 15,698 38,142 15,698 38,142 2046 — — — — — — — — — — — — 16,405 37,436 16,405 37,436 2047 — — — — — — — — — — — — 17,143 36,697 17,143 36,697 2048 — — — — — — — — — — — — 17,914 35,926 17,914 35,926 2049 — — — — — — — — — — — — 18,720 35,120 18,720 35,120 2050 — — — — — — — — — — — — 19,563 34,277 19,563 34,277 2051 — — — — — — — — — — — — 20,443 33,397 20,443 33,397 2052 — — — — — — — — — — — — 21,363 32,477 21,363 32,477 2053 — — — — — — — — — — — — 22,324 31,516 22,324 31,516 2054 — — — — — — — — — — — — 23,329 30,511 23,329 30,511 2055 — — — — — — — — — — — — 24,379 29,461 24,379 29,461 2056 — — — — — — — — — — — — 25,476 28,364 25,476 28,364 2057 — — — — — — — — — — — — 26,622 27,218 26,622 27,218 2058 — — — — — — — — — — — — 27,820 26,020 27,820 26,020 2059 — — — — — — — — — — — — 29,072 24,768 29,072 24,768 FY26 Adopted Annual Operating Budget Page 82 5 Intercap Loans interest rates are variable. This schedule assumes the most recent interest rate of 5.75% each year. Fiscal GO Bonds Revenue Bonds Intercap Loans Payable Notes Payable TIF Revenue Bonds SID Bond Debt Leases & Capital Leases Total Year Principal Interest Principal Interest Principal Interest5 Principal Interest Principal Interest Principal Interest Principal Interest Principal Interest 2060 $ — $ — $ — $ — $ — $ — $ — $ — $ — $ — $ — $ — $ 30,380 $ 23,460 $ 30,380 $ 23,460 2061 — — — — — — — — — — — — 31,748 22,093 31,748 22,093 2062 — — — — — — — — — — — — 33,176 20,664 33,176 20,664 2063 — — — — — — — — — — — — 34,669 19,171 34,669 19,171 2064 — — — — — — — — — — — — 36,229 17,611 36,229 17,611 2065 — — — — — — — — — — — — 37,860 15,981 37,860 15,981 2066 — — — — — — — — — — — — 39,563 14,277 39,563 14,277 2067 — — — — — — — — — — — — 41,344 12,497 41,344 12,497 2068 — — — — — — — — — — — — 43,204 10,636 43,204 10,636 2069 — — — — — — — — — — — — 45,148 8,692 45,148 8,692 2070 — — — — — — — — — — — — 47,180 6,660 47,180 6,660 2071 — — — — — — — — — — — — 49,303 4,537 49,303 4,537 2072 — — — — — — — — — — — — 51,522 2,318 51,522 2,318 Total $ 47,130,000 $ 13,692,669 $ 35,695,000 $ 6,588,919 $ 236,235 $ 36,929 $ 1,361,316 $ 399,813 $ 8,783,965 $ 2,860,062 $ 2,996,026 $ 724,474 $ 2,451,078 $ 1,641,981 $ 98,653,620 $ 25,944,846 FY26 Adopted Annual Operating Budget Page 83 Appendix A: Taxable Value/Mill Levy Documents Property Tax Estimates for Residential Property The Montana Department of Revenue determines the assessed (taxable) value of individual properties annually, as outlined in MCA 15-8-111. For Fiscal Year 2026, the City of Bozeman’s property tax rate is estimated to decrease by 1.1%, as measured per $100,000 of taxable value. However, even though the City’s rate is declining, the taxable value of an individual property may increase. The chart below reflects estimates based on Fiscal Year 2025 taxable values, which were finalized in October 2024. These estimates will be updated in August 2025 when the Department of Revenue releases updated assessed values for Fiscal Year 2026. Estimated Annual Property Tax per Household FY25 Actual FY26 Budget Estimated FY26 Change ($) FY26 Change (%) Number of Mills 158.23 156.56 Home Value $100,000 $ 213.61 $ 211.36 $ (2.25) -1.1 % $300,000 $ 640.83 $ 634.07 $ (6.76) -1.1 % $600,000 $ 1,281.66 $ 1,268.14 $ (13.53) -1.1 % FY26 Adopted Annual Operating Budget Page 84