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Home My WebLink About18. 19-515 SEPTEMBER 10, 2019 19-515 RESOLUTION (CARRIED 6-0 LOST LAID OVER WITHDRAWN ) PURPOSE: APPROVE APPOINTMENTS TO AD-HOC SPECIAL ASSESSMENT COMMITTEE INITIATED BY: MAYOR LORI PALMERI BE IT RESOLVED by the Common Council of the City of Oshkosh that the appointment to the various boards are made by Mayor Lori Palmeri, as attached hereto, and are hereby approved. Ct City of Oshkosh Date: September 4, 2019 From: Lori Palmeri, Mayor Listed below are the Mayor's recommended appointments, subject to Council approval, for the Ad Hoc Committee for Special Assessments: COUNCIL REPRESENTATIVES: Bill Miller Matt Mugerauer OSHKOSH RESIDENT REPRESENTATIVES: Karen Bowen Vicky Fitzgerald Gerard Keuler Kris Larson Matt Lauritch Donn Lord Koby Schellenger NON RESIDENT REPRESENTATIVES: Kenneth Arneson Mark Miller Kelly Schwab Moran, Diane From: City of Oshkosh Board/Commission Background Questionnaire <DoNotReply@ci.oshkosh.wi.us> Sent: Thursday,August 29, 2019 10:20 AM To: Moran, Diane Subject: City of Oshkosh Board/Commission Background Questionnaire \)4 (.V;, A' City of Oshkosh Board/Commission Background Questionnaire Date:8/29/2019 10:20:29 AM Board/Commission Committee on Special Assessments Name (Last, First,Middle) Karen Bowen Address 1305 Huron Court City State Zip Oshkosh WI 54901 Employer (Former) UW Oshkosh Occupation: Retired 18 Years of Age or Older Yes Home Phone 920-231-2705 Business Phone . 920-203-4556 Email Address bowen4580@gmail.com Cell Phone 920-203-4556 Currently reside/live within the Oshkosh Yes City Limits? Number of Years: 55 Education: Brookfield Central High School UW Oshkosh, BA, MSE UW-Madison, Ph.D. Higher Educational Administration Do you have any relatives in the service of any department of the City of Oshkosh? No (Yes/No): List name, department and relationship: List any potential conflicts of interest: I currently serve on the Long Range Finance Committee. List City boards, commissions or committiees on which you have served: Years: Long Range Finance Committee 3 i Do you have any other previous experience, I served for 12 years on the OASD school board. special qualifications or technical training, that would be relevant to the position that you are interested in? Please write a concise statement which My goal on any committee, board, or commission is to describes why you wish to serve on the listen to all facts an opinions and to help the committee above Board/Commission. determine best practices for the community as a whole. However, the job of boards and commissions is to make recommendations to the council, not to micromanage the council or city departments. This committee,one can hope, will be made up of a broad selection of citizens with a range of opinions on special assessment options. 2 Moran, Diane c ` - nS From: City of Oshkosh Board/Commission Background Questionnaire <DoNotReply@ci.oshkosh.wi.us> Sent: Monday,August 19, 2019 3:28 PM To: Moran, Diane Subject: City of Oshkosh Board/Commission Background Questionnaire City of Oshkosh Board/Commission Background Questionnaire Date:8/19/2019 3:27:40 PM Board/Commission Special Assessments Representation from Long Range Finance Committee Name (Last, First, Middle) Vicky Fitzgerald Address 1120 E Parkway,Apt 101 City State Zip Oshkosh, WI 54901 Employer Winnebago County Occupation: Finance Director 18 Years of Age or Older Yes Home Phone 920-379-0304 Business Phone 920-232-3443 Email Address vfitzgerald@co.winnebago.wi.us Cell Phone 920-379-0304 Currently reside/live within the Oshkosh Yes City Limits? Number of Years: 46 Education: Bachelor's in Business - Major in Accounting Masters of Science - Organizational Leadership Do you have any relatives in the service of any department of the City of Oshkosh? No (Yes/No): List name, department and relationship: List any potential conflicts of interest: None List City boards, commissions or committiees on which you have served: Years: Long Range Finance Committee 2 Do you have any other previous experience, special qualifications or technical training, that would be relevant to the position that you are interested in? Please write a concise statement which describes why you wish to serve on the above Board/Commission. 2 Moran, Diane w � From: City of Oshkosh Board/Commission Background Questionnaire <DoNotReply@ci.oshkosh.wi.us> Sent: Monday, August 26, 2019 3:13 PM To: Moran, Diane Subject: City of Oshkosh Board/Commission Background Questionnaire City of Oshkosh Board/Commission Background Questionnaire Date:8/26/2019 3:13:14 PM Board/Commission AD HOC SPECIAL ASSESSMENTS COMMITTEE Name (Last, First, Middle) GERARD J KEULER Address 621 S OAKWOOD ROAD City State Zip OSHKOSH, WI 54904 Employer MIDWEST REAL ESTATE DEVELOPMENT Occupation: CORPORATE CONTROLLER 18 Years of Age or Older Yes Home Phone 920-420-2253 Business Phone 920-426-2001 Email Address gerryk@mwdevelopment.com Cell Phone 920-420-2253 Currently reside/live within the Oshkosh yes City Limits? Number of Years: 34 Education: BBA - ACCOUNTING UW-OSHKOSH 1980 CPA CERTIFICATE - 1985 Do you have any relatives in the service of any department of the City of Oshkosh? No (Yes/No): List name, department and relationship: List any potential conflicts of interest: List City boards, commissions or committiees on which you have served: Years: NONE i • Do you have any other previous experience, I HAVE ADMINISTERED THE REAL ESTATE TAX special qualifications or technical training, PAYMENT FOR THE COMPANY AND ITS that would be relevant to the position that APARTMENT COMMUNITIES FOR THE LAST 30 you are interested in? YEARS. I HAVE ALSO WORKED WITH OUTSIDE COMPANIES ON REAL ESTATE ASSESSMENTS ON OUR PROPERTIES BOTH HERE IN OSHKOSH AND OTHER CITIES. Please write a concise statement which I WOULD HELP WORK ON A PROPOSAL FOR AN describes why you wish to serve on the ALTERNATIVE PROGRAM FOR SPECIAL above Board/Commission. ASSESSMENTS 2 Moran, Diane (La From: City of Oshkosh Board/Commission Background Questionnaire <DoNotReply@ci.oshkosh.wi.us> Sent: Thursday, August 15, 2019 9:24 AM To: Moran, Diane Subject: City of Oshkosh Board/Commission Background Questionnaire City of Oshkosh Board/Commission Background Questionnaire Date:8/15/2019 9:24:03 AM Board/Commission ad hoc street assessment committee Name(Last, First, Middle) kristopher larson Address 502 n. main City State Zip oshkosh, wi, 54901 Employer beckets restaurant,wagner market Occupation: self 18 Years of Age or Older Yes Home Phone (608) 239-6458 Business Phone (920) 230-3333 Email Address kris@becketsrestaurant.com Cell Phone (608) 239-6458 Currently reside/live within the Oshkosh City Limits? Yes Number of Years: 12 Education: some college Do you have any relatives in the service of any department of the City of Oshkosh? Yes (Yes/No): List name, department and relationship: brother in law bob poeschl city council List any potential conflicts of interest: none List City boards, commissions or committiees on which you have served: Years: BID 10 central city visioning 1.5 convention&visitors bureau 5 Do you have any other previous experience, i wear lots of the hats that may be affected by changes in special qualifications or technical training, the way our street assessments are made. i am a that would be relevant to the position that commercial tenant, commercial landlord, residential you are interested in? landlord, and business owner...i also think i have a strong understanding of the subject at hand, and thoughts on how to move forward quickly to a resolution that will be most beneficial to the city and it's citizens. Please write a concise statement which as above :) describes why you wish to serve on the above Board/Commission. 2 Moran, Diane From: City of Oshkosh Board/Commission Background Questionnaire <DoNotReply@ci.oshkosh.wi.us> Sent: Wednesday, August 28, 2019 1:05 PM To: Moran, Diane Subject: City of Oshkosh Board/Commission Background Questionnaire City of Oshkosh Board/Commission Background Questionnaire Date:8/28/2019 1:05:28 PM Board/Commission Ad Hoc Special Assessments Committee Name(Last, First, Middle) Matt Alan Lauritch Address 1107 Algoma Blvd City State Zip Oshkosh WI 54901 Employer Workday Occupation: Principal Software Consultant 18 Years of Age or Older Yes Home Phone (920)479-8583 Business Phone (920)479-8583 Email Address mattlauritch@gmail.com Cell Phone (920)479-8583 Currently reside/live within the Oshkosh City Limits? Yes Number of Years: 12 Education: Bachelors Degree in Psychology Do you have any relatives in the service of any department of the City of Oshkosh? No (Yes/No): List name, department and relationship: List any potential conflicts of interest: List City boards, commissions or committiees on which you have served: Years: Long Range Finance Committe 7 i Do you have any other previous experience, I have volunteered for 7 years on the Long Range Finance special qualifications or technical training, Committee for the City of Oshkosh and am currently that would be relevant to the position that serving as vice chairperson of the committee. We spent a you are interested in? great deal of time on the topic of special assessments in Oshkosh over the last year. We spoke with and heard from a number of Oshkosh residents and representatives of the City and business community. We also reviewed a great deal of data and analysis on the issue of Special Assessments and the need to review fair and practical alternatives. I feel this experience and knowledge would be a great benefit as this AD HOC committee looks at alternative funding solutions to move forward. Please write a concise statement which I will listen to all perspectives and input and align feedback describes why you wish to serve on the that with fact based problem solving and solutions that will above Board/Commission. benefit the entire Oshkosh Community. I will commit to keeping an open mind and then working collaboratively on a solution that will be palatable and fair to the majority Oshkosh residents and businesses while allowing the city to meet its road and related infrastructure funding needs and goals. 2 Moran, Diane From: City of Oshkosh Board/Commission Background Questionnaire <DoNotReply@ci.oshkosh.wi.us> Sent: Friday,August 23, 2019 10:27 AM To: Moran, Diane Subject: City of Oshkosh Board/Commission Background Questionnaire City of Oshkosh Board/Commission Background Questionnaire Date:8/23/2019 10:26:58 AM Board/Commission Special assessment board Name(Last, First, Middle) Donn Lord Address 743 w. 10th Avenue City State Zip Oshkosh, Wisconsin 54902 Employer Self employed Occupation: Rental housing provider 18 Years of Age or Older Yes Home Phone (920)420-0662 Business Phone (920)420-0662 Email Address donnlord@gmail.com Cell Phone (920)420-0662 Currently reside/live within the Oshkosh Yes City Limits? Number of Years: 36 Education: B.S. business administration, minor economics Do you have any relatives in the service of any department of the City of Oshkosh? No (Yes/No): List name,department and relationship: None List any potential conflicts of interest: None List City boards, commissions or committiees on which you have served: Years: None i Do you have any other previous experience, Real estate salesperson and broker training home inspection special qualifications or technical training, training and 7 years experience as a licensed inspector. I that would be relevant to the position that am the president of the Winnebago apartment association you are interested in? rental housing provider for 35 years. Please write a concise statement which I would attempt to find the most equitable, effective, and describes why you wish to serve on the efficient solution in lieu of special assessments above Board/Commission. 2 Moran, Diane u.F From: City of Oshkosh Board/Commission Background Questionnaire <DoNotReply@ci.oshkosh.wi.us> Sent: Thursday,August 29, 2019 7:47 AM To: Moran, Diane Subject: City of Oshkosh Board/Commission Background Questionnaire City of Oshkosh Board/Commission Background Questionnaire Date:8/29/2019 7:47:15 AM Board/Commission Ad Hoc Special Assessments Committee Name (Last, First, Middle) Koby Schellenger Address 1212 Otter Ave City State Zip Oshkosh, WI 54901 Employer Planned Parenthood of Wisconsin Occupation: Regional Public Affairs Coordinator 18 Years of Age or Older Yes Home Phone (920)420-6787 Business Phone (920)420-6787 Email Address koby.schellenger@gmail.com Cell Phone Currently reside/live within the Oshkosh City Limits? Yes Number of Years: 23 Education: Graduated Oshkosh West High School, 2002 Graduated UW-Madison, 2005 BA Economics, BA Philosophy Do you have any relatives in the service of any department of the City of Oshkosh? No (Yes/No): List name, department and relationship: List any potential conflicts of interest: List City boards, commissions or committiees on which you have served: Years: Public Arts and Beautification Committee 3 Grand Opera Advisory Board 3 Do you have any other previous experience, I'm familiar with the conversation that's happened in special qualifications or technical training, Oshkosh as well as many of our neighboring communities that would be relevant to the position that about funding road repairs. I've served on the Winnebago you are interested in? County Board. Please write a concise statement which If selected, I will be an open mind for new ideas with a describes why you wish to serve on the focus on providing the City with viable political and above Board/Commission. economic options for funding street repairs. 2 Moran, Diane r`k>14fAiP' From: City of Oshkosh Board/Commission Background Questionnaire <Do N otReply@ci.osh kosh.wi.us> Sent: Tuesday, August 27, 2019 2:01 PM To: Moran, Diane Subject: City of Oshkosh Board/Commission Background Questionnaire City of Oshkosh Board/Commission Background Questionnaire Date:8/27/2019 2:00:34 PM Board/Commission Alternative to Replace Special Assessment Ad Hoc Committee Name (Last, First,Middle) Kenneth Arneson Address 1130 N Westfield St City State Zip Oshkosh, WI 54902 Employer Evergreen Retirement Community Occupation: Chief Executive Officer 18 Years of Age or Older Yes Home Phone (920)420-2797 Business Phone (920)237-2100 Email Address karneson@evergreenoshkosh.com Cell Phone (902)420-2797 Currently reside/live within the Oshkosh No City Limits? Number of Years: Education: Bachelor of Arts (Business Administration), Masters in Public Administration Do you have any relatives in the service of any department of the City of Oshkosh? No (Yes/No): List name, department and relationship: List any potential conflicts of interest: List City boards, commissions or committiees on which you have served: Years: 1 Do you have any other previous experience, Worked for a non profit organization within Oshkosh last special qualifications or technical training, 21 years, Evergreen has experience with special that would be relevant to the position that assessments in the last five years totaling over$300,000 you are interested in? within Oshkosh and looking at alternatives and affordability for non profit organizations is an important item. Also a part owner of a small business owning real estate in Oshkosh and bring perspective of these owners. Please write a concise statement which Bring experience as a leader in looking at different options describes why you wish to serve on the with a focus on doing what is best/right versus popular. above Board/Commission. Able to effectively work in settings with different views and help facilitate conversation to remain focused on goal. As a leader of an organization with over 300 employees and 300 residents I want to help create an environment that benefits the community. 2 Moran, Diane From: City of Oshkosh Board/Commission Background Questionnaire <DoNotReply@ci.oshkosh.wi.us> Sent: Monday, August 19, 2019 6:51 AM To: Moran, Diane Subject: City of Oshkosh Board/Commission Background Questionnaire City of Oshkosh Board/Commission Background Questionnaire Date:8/19/2019 6:51:10 AM Board/Commission Ad Hoc Special Assessment Committee (for road repair funding) Name(Last, First, Middle) Mark Miller Address 188 Moon Circle (1603 North Point Street, 1870 Stillman City State Zip Drive) Oshkosh, WI 54904 Employer Corrim Company FRP, LLC Occupation: President 18 Years of Age or Older Yes Home Phone 920-279-3103 Business Phone 920-231-2000 Email Address mmiller@corrrim.com Cell Phone 920-279-3103 Currently reside/live within the Oshkosh No City Limits? Number of Years: Bachelors Degrees,University of Wisconsin Stout: Education: Mechanical/Industrial Engineering, Facility and Maintenance Management Do you have any relatives in the service of any department of the City of Oshkosh? No (Yes/No): List name, department and relationship: none List any potential conflicts of interest: none List City boards, commissions or committiees on which you have served: Years: none Do you have any other previous experience, Rational decision making based on managing a company special qualifications or technical training, that would be relevant to the position that you are interested in? Please write a concise statement which Listening to the requests and ideas from the people in the describes why you wish to serve on the City of Oshkosh above Board/Commission. 2 Moran, Diane From: City of Oshkosh Board/Commission Background Questionnaire <DoNotReply@ci.oshkosh.wi.us> Sent: Friday,August 23, 2019 7:53 AM To: Moran, Diane Subject: City of Oshkosh Board/Commission Background Questionnaire City of Oshkosh Board/Commission Background Questionnaire Date:8/23/2019 7:53:19 AM Board/Commission Ad Hoc Special Assessment Committee Name (Last, First, Middle) Kelly Schwab Address 303 Pearl Avenue, Suite A City State Zip Oshkosh, Wisconsin 54901 Employer Schwab Legal Group, LLC Occupation: Attorney 18 Years of Age or Older Yes Home Phone 920-379-3320 Business Phone 920-230-4582 Email Address kelly@schwablegalgroup.com Cell Phone 920-379-3320 Currently reside/live within the Oshkosh City Limits? No Number of Years: Bachelors of Business Administration- St.Norbert College Jurisdoctorate with Concentration in Corporate and Education: Commercial Law- Hamlin University School of Law Master of Science in Taxation- Specializtion in Local and State Taxation Do you have any relatives in the service of any department of the City of Oshkosh? No (Yes/No): List name, department and relationship: N/A List any potential conflicts of interest: N/A List City boards, commissions or committiees on which you have served: Years: N/A 1 Do you have any other previous experience, I think my Master's degree in taxation and my work special qualifications or technical training, experience in the area tax would be helpful to my that would be relevant to the position that involvement on this Committee. Additionally, I am an you are interested in? adjunct professor at the University of Wisconsin Oshkosh and have extensive experience in research projects such as these. Please write a concise statement which I would offer my professional expertise and experience in describes why you wish to serve on the researching this issue, working with the Committee to above Board/Commission, come up with creative options/alternatives and presenting it to the City Council. 2