Loading...
HomeMy WebLinkAbout10.19.2021 Business Improvement District Full Agenda TO: Downtown Oshkosh Business Improvement District Board FROM: Megan Lang, Chair DATE: October 12, 2021 PLEASE BE ADVISED that the Downtown Oshkosh Business Improvement District Board will hold a regular meeting at 8:00 AM, Tuesday, October 19, 2021 at The Venture Project, 210 N. Main St. in Oshkosh, WI to consider the following agenda: AGENDA I. Call to Order II. Approve Minutes of the September 21, 2021 Meeting III. Approve October 2021 Monthly Financial Report IV. Policing/Traffic/Parking/Enforcement Issues V. Approve Retention Fund Grant for the amount of $1,000.00 to Komoto Scooters, 300 State Street VI. General discussion about code enforcement issues downtown VII. Discussion and approval of MemberCO’s formal affiliation with the Downtown Oshkosh BID VIII. Approve 2022 BID Operating Plan and Budget IX. BID Manager and BID Committee Reports a. Events b. MemberCO c. Beautification d. Marketing & Communications X. Other Business (Must address items not listed on the BID Board meeting agenda) XI. Identification of Agenda Items for the November 16, 2021 Meeting XII. Adjournment IF YOU CANNOT ATTEND THIS MEETING, PLEASE CALL THE ECONOMIC DEVELOPMENT DIVISION AT 920-236-5055. Downtown Oshkosh BID Board Minutes September 21, 2021 Present: Marlo Ambas, James Evans, Sandra Prunty, Jill Anderson, Chanda Anderson, David Krumplitsch, Barb Nelson, Megan Lang, Carrie Olson, Derek Mulloy, Aaron Armstrong, Andy Ratchman, Autumn Urban and Kris Larson. Excused: James Stapel. Staff: Jessica Meidl – BID Manager, Kelly Nieforth – Economic Development Services Manager, Sean Fitzgerald – Economic Development Specialist, Sgt. Kari Pettit – Oshkosh Police Department, and Jeff Nau – Associate Planner/GIS Specialist. Others: Amy Albright – Oshkosh Convention and Visitors Bureau and Jessica Graf. I. Call to Order Chairperson Lang called the meeting to order at 8:03 a.m. A quorum was declared present. II. Approve Minutes of the August 17, 2021 Meeting Chanda Anderson moved to approve the minutes of the August 17, 2021 meeting, second by Larson. Motion passed unanimously. III. Approve September 2021 Monthly Financial Report BID Manager Meidl provided the financial report as presented in the packet. Larson moved to accept the financial report, second by Olson. Motion passed unanimously. IV. Policing/Traffic/Parking/Enforcement Issues Sgt. Pettit reported 178 calls came in for the downtown area during August 2021. She provided an overview on a recent incident in the parking lot off the 500 block of North Main Street. Pettit reported additional enforcement by patrol officers has been focused on the 500 block of North Main near Fletch’s and Peabody’s between 11 p.m. and 3 a.m. and it’s appeared to help mitigate disturbances. She said that presence will continue into the immediate future. Nieforth shared details of a recent internal city meeting and said an information campaign to inform drivers about the mid-block crosswalks has been discussed with the police department. Board members asked about the possibility of lowering the speed limit to 15 miles per hour on North Main Street. Sgt. Pettit responded it’s not likely because it isn’t a school zone. Members also asked about the visibility of the crosswalks and asked about various remedies to increase visibility. V. Approve Electrical Box Wrap Pilot Program Agreement with City of Oshkosh Meidl gave an update on the electrical box wrap program and presented design images for various electrical boxes near Opera House Square. The 12-month pilot program has been approved by the Common Council. Costs for the wraps themselves have increased beyond the original proposal. Meidl indicated the higher cost will lead to fewer electrical boxes being wrapped as part of this pilot program. VI. Approve BID Grant to Fund the Electrical Box Wrap Pilot Program Meidl proposed the BID fund the electrical box wrap pilot program with a $4,000 grant from its Retention Fund. Meidl indicated there will not be sponsorship opportunities available on the wraps themselves. Members of the board asked why the sponsorships would not be allowed. Nieforth indicated that city ordinance prohibits any manner of advertising within the public right of way, but she is working to have the ordinance modified by the Common Council in coming months. Board members discussed starting the pilot program with the electrical boxes around Opera House Square, then expanding it to the full 11 electrical boxes designated within the BID district after the ordinance regarding advertising in the right of way has been reconsidered. Other members pushed to have the project launched fully as soon as possible. Meidl indicated the revised cost of the pilot program is approaching $10,000. Motion by Larson to approve a $5,000 grant from the BID’s Retention Fund, second by Evans. Motion passed unanimously. VII. General Discussion About Code Enforcement Issues Downtown Nieforth provided a brief update indicating she and city staff are working to update various code changes to reflect some of the recommendations from Roger Brooks in his assessment of the community. The city council has asked that this initiative be part of its standing issues list of which it receives updates during regular meetings. VIII. Update on Maintenance of Parking Lot Stormwater Detention Basins Downtown Nieforth indicated the city’s public works department is developing a plan to improve and regularly maintain the stormwater detention basin going forward. The public works department has a contractor who has recently visited the 400 block parking lot to review the current status of the plantings and recommend changes to stabilize the structure of the basin this fall. IX. Update on Progress of Budget Committee Discussions Lang reported the budget committee held an initial meeting to review the 2022 proposed budget. She mentioned a variety of options are being considered for assisting Meidl with the organization’s workload in the coming fiscal year, including a possible partnership with Oshkosh Convention & Visitors Bureau. X. General Discussion About MemberCO Lang said budget committee discussions related to funding for MemberCO in the 2022 operating plan led to a larger discussion about the role of BID staff in managing MemberCO events. She said a growing amount of staff time has been devoted to MemberCO, which is a deviation from the original intent of the committee. Prunty acknowledged that MemberCO started as an initiative by downtown business owners to develop and manage smaller events outside the BID’s organizational scope of work and was not intended to generate additional work for staff. Event management had traditionally been undertaken by business owners volunteering time and resources. Board members discussed the lack of volunteers to help administer these events, and also acknowledged these events have absorbed more staff time during the past year or more. Lang indicated MemberCO members need to have an in-depth conversation during their next meeting to set an agenda for MemberCo and determine a strategic direction going forward. XI. BID Manager and BID Committee Reports  Events  MemberCO  Beautification  Marketing & Communications Meidl provided her management and committee report as presented in the packet and offered an update of her activities during the past month. She reported the Emma Daisy mural was installed in early September and has received a significant amount of local media attention. Meidl reported the Wine Walk event had sold out recently, netting the BID approximately $7,000 in income. She said ongoing planning is underway for upcoming holiday events downtown. XII. Other Business (Items not listed on the BID Board meeting agenda) Prunty indicated she’s investigating the possibility of a blade sign outside her business and had asked if the current pilot program afforded any manner of financial assistance. Meidl responded the BID’s retention grant program could provide up to $1,000 in funds to assist business owners considering a new blade sign on their store front. XIII. Identification of Agenda Items for the October 19, 2021 Meeting Board members asked to 1) resume the general discussion about the strategic direction of MemberCO and approval of its formal affiliation with the BID, 2) discuss and approve the operating budget for the 2022 fiscal year, and 3) receive an update on code enforcement issues in the downtown, including sign and mural placement issues. XIV. Adjournment Motion to adjourn by Larson at 9:32 a.m., second by Ambas. Motion carried unanimously. Respectfully Submitted, Sean Fitzgerald Economic Development Division Economic Development Specialist Description Expenditure Leadership Oshkosh Convention and Visitor's Bureau CVB Contract September 4,392.97$ Reimbursements: Website Maintenance/Office Supplies D&K Rentals - October Rent 120.00$ Canva - Credit Card Reimbursement 12.95$ USPS - Credit Card Reimbursement 58.00$ The Ruby Owl - Credit Card Reimbursement 50.00$ Kitz & Pfeil Ace Hardware - Credit Card Reimbursement 14.26$ Mail Chimp - Credit Card Reimbursement 30.99$ Reimbursements: Recruitment/Retention/Video Grants Recruitment/Retention Grant Program Oshkosh Area Community Foundation 440 N Main Street Mural Grant 1,000.00$ Oshkosh Area Community Foundation 525 N Main Street Mural Grant 1,000.00$ Caramel Crisp & Café Retention Grant 1,000.00$ Reimbursements: Video Grant Program Events Waterfest Live at Lunch unWINEd-Wine Walk 4 Imprint 1,465.21$ Badger Liquor 2,923.22$ Dollar Tree 4.20$ Reimbursements:City of Oshkosh - Eventbrite Transfer (8,592.88)$ Olive and Rose Boutique LLC - 1094 (140.00)$ Adventure Games LLC - 2488 (140.00)$ 430 N Main St LLC - 7233 (70.00)$ Farmers Market Reimbursements: Holiday Parade Kettle Moraine Carriages 600.00$ Reimbursements:Jazzercise (50.00)$ American Black Belt Academy (25.00)$ Soper Trucking LLC (50.00)$ Clarity Care (25.00)$ KSV, LLC - 11113 (50.00)$ Wolff's Pack Snowmobile Club, Inc - 2690 (25.00)$ Miss Oshkosh Scholarship Pageant - 1911 (25.00)$ Oakwood Elementary Pack 3615 - 1179 (25.00)$ Oshkosh Herald LLC (50.00)$ Cash Donation (50.00)$ Gallery Walk Other Events Advertising Facebook - Credit Card Reimbursement 102.98$ Houck Transit Advertising - 8/27/21-9/27/21 400.00$ Reimbursements: Gift Card Program Marketing Consortium Membership Donations Fire Escape Art Studio & Gallery - 1821 (35.00)$ Add'l Activities/Marketg Materials Holiday Chalk Walk Beautification Contracted Services Holiday Reimbursements: Planter and Bumpout Maintenance Lakefly Sponsorship Seagull Mitigation Project Parking Parking Study Implementation Reimbursements: Storage Unit Reserves / Capital Improvements Reimbursements: Total 3,821.90$ 2021 Business Improvement District September 13, 2021 through October 11, 2021 2021 Assessment 140,610.00 2020 Carry over 76,412.21 2020 Encumberance 1,000.00 TOTAL AVAILABLE 218,022.21 Funds Allocated 217,022.21 Balance Available 1,000.00 2021 Encumbered Allocation Expenditures Receipt Transferred Balance Balance Leadership Oshkosh Convention and Visitor's Bureau 70,000.00$ 40,980.59 0.00 0.00 0.00 29,019.41 Website Maintenance/Office Supplies 4,000.00$ 3,315.47 0.00 0.00 0.00 684.53 Recruitment/Retention Grant Program -$ 4,000.00 0.00 10,000.00 0.00 6,000.00 Events Waterfest 2,000.00$ 2,000.00 0.00 0.00 0.00 0.00 Live at Lunch 500.00$ 500.00 0.00 0.00 0.00 0.00 unWINEd-Wine Walk 750.00$ 203.70 11,252.88 0.00 0.00 7,476.55 Holiday Parade 750.00$ 1,311.00 550.00 0.00 0.00 (11.00) Farmers Market 5,000.00$ 5,000.00 0.00 0.00 0.00 0.00 Other Events 2,500.00$ 2,410.00 0.00 0.00 0.00 90.00 Advertising -$ 10,452.06 1,210.00 15,000.00 0.00 5,757.94 Gift Card Program 1,000.00$ 0.00 0.00 0.00 0.00 1,000.00 Marketing Consortium Membership Donations -$ 468.21 555.00 0.00 0.00 86.79 Additional Activities & Marketing Materials 850.00$ 0.00 0.00 0.00 0.00 850.00 Holiday 2,000.00$ 0.00 0.00 0.00 0.00 2,000.00 Chalk Walk 150.00$ 475.40 425.00 0.00 0.00 99.60 Beautification Contracted Services 25,000.00$ 17,700.00 0.00 0.00 0.00 7,300.00 Holiday 8,500.00$ 0.00 0.00 0.00 0.00 8,500.00 Planter and Bumpout Maintenance 13,950.00$ 17,000.00 0.00 3,050.00 0.00 0.00 Seagull Mitigation Project 3,000.00$ 2,713.00 0.00 0.00 0.00 287.00 Parking -$ 0.00 0.00 15,000.00 0.00 15,000.00 Storage Unit 660.00$ 605.00 0.00 0.00 0.00 55.00 Reserves / Capital Improvements 76,412.21$ 0.00 0.00 43,050.00 0.00 119,462.21 TOTAL OPERATING BUDGET 217,022.21$ 109,134.43$ 13,992.88$ 86,100.00$ -$ 203,658.03 Postings through October 11, 2021 Downtown Oshkosh Business Improvement District - 2021 Operating Plan ALL YELLOW ARE OUTSTANDING CHECKS AS OF 10/4/21 Date CK #Description Event Description Withdrawal Deposit Balance Cleared 6/9/2021 Opening Balance 8,286.95 8,286.95 √ 7/13/2021 Deposit Chalk Walk Prepaid Technology 0.17 8,287.12 √ 7/22/2021 Deposit Chalk Walk Sponsorship - 1,500.00 9,787.12 √ 7/22/2021 Deposit Chalk Walk American Black Belt - 300.00 10,087.12 √ 7/22/2021 Deposit Chalk Walk 920 Tattoo Company - 300.00 10,387.12 √ 7/22/2021 5001 Sandy Prunty Chalk Walk Supplies 181.58 - 10,205.54 √ 8/7/2021 5002 Krystyna Eiden Chalk Walk Prizes 400.00 9,805.54 8/7/2021 5003 Kalia Lor Chalk Walk Prizes 200.00 9,605.54 √ 8/7/2021 5004 Melissa Quick Chalk Walk Prizes 100.00 9,505.54 8/7/2021 5005 Trinity Funnell Chalk Walk Prizes 200.00 9,305.54 √ 8/7/2021 5006 Mallory Maynard Chalk Walk Prizes 100.00 9,205.54 √ 8/7/2021 5007 Kate Anderson Chalk Walk Prizes 50.00 9,155.54 √ 8/6/2021 5008 Jim N Nancy Chalk Walk 150.00 9,005.54 √ 8/6/2021 5009 Park N Print Chalk Walk 50.00 8,955.54 √ 8/6/2021 5010 Oshkosh Rhythm Inst Chalk Walk 150.00 8,805.54 √ 8/18/2021 5011 City of Oshkosh Chalk Walk Mural permit 150.00 8,655.54 √ 8/18/2021 5012 City of Oshkosh Chalk Walk Mural permit 72.36 8,583.18 √ 8/30/2021 5013 Carrie Olson Kitz Chalk Walk 22.23 8,560.95 8/30/2021 5014 Leatherman Chalk Walk 42.37 8,518.58 √ 8/30/2021 5015 City of Oshkosh Beautification Obstruction License 20.00 8,498.58 √ 8/13/2021 Deposit Eventbrite Inc.909.35 9,407.93 9/1/2021 Deposit Electrascooted Ltd 35.00 9,442.93 9/1/2021 Deposit Capital CU 45.00 9,487.93 9/1/2021 Deposit Cash 61.00 9,548.93 9/1/2021 Deposit House of Heros 300.00 9,848.93 9/17/2021 Deposit Eventbrite Inc.8592.88 18,441.81 BID DISTRICT CHECKING ACCOUNT Page 1 of 2 CITY OF OSHKOSH BID DISTRICT 215 CHURCH FIN DIR PO BOX 1130 OSHKOSH WI 54903-1130 Associated Bank N.A. PO Box 19097 Green Bay WI 54307-9097 24 Hour Business Banking Concierge: 1-800-728-3501 FINANCIAL SUMMARY ACCOUNT#BALANCE DEPOSIT ACCOUNTS PubFunds Analyzed ECR/Int Chkg 2914481052 $18,964.04 DEPOSIT ACCOUNTS PubFunds Analyzed ECR/Int Chkg #2914481052 Beginning Balance 10,264.89 Plus: Deposits and Other Additions 9,033.88 Minus: Checks Paid 334.73 ENDING BALANCE ON 09/30/2021 $18,964.04 Deposits and Other Additions 09/01/2021 CUSTOMER DEPOSIT 441.00 09/17/2021 Eventbrite, INC. EDI PYMNTS 3-17970549 City of Oshkosh 8,592.88 TOTAL $9,033.88 TOTAL # OF ITEMS 2 Checks Paid DATE CHECK#AMOUNT 09/09/2021 5006 100.00 09/10/2021 5007 50.00 09/02/2021 5009 *50.00 DATE CHECK#AMOUNT 09/03/2021 5012 *72.36 09/16/2021 5014 *42.37 09/02/2021 5015 20.00 *Indicates a check number is missing from sequence TOTAL $334.73 TOTAL # OF ITEMS 6 Total Overdraft Fees and Total Returned Item Fees Total For This Period Total Year-to-Date Total Overdraft Fees* $0.00 $0.00 Total Returned Item Fees** $0.00 $0.00 Please note if you have a negative balance for more than five business days, a continued overdraft fee of $7.00 per business day will also apply. *Total Overdraft Fees include fees for: overdraft items or debits paid, NSF (Unavailable Funds) item or debit paid, and Continued overdraft fees. ** Fees for overdraft or NSF items returned unpaid. Balance Summary DATE BALANCE 09/01/2021 10,705.89 DATE BALANCE 09/02/2021 10,635.89 DATE BALANCE 09/03/2021 10,563.53 FINANCIAL STATEMENT OF ACCOUNTS Primary Account: 2914481052 Statement Activity Period 09/01/2021 to 09/30/2021 Bank: 001 Mail Code: 0S Member FDIC. Equal Housing Lender. Equal Opportunity Lender (REV. 9/16) 6938 NME551 Page 1 of 2 CITY OF OSHKOSH BID DISTRICT 215 CHURCH FIN DIR PO BOX 1130 OSHKOSH WI 54903-1130 Associated Bank N.A. PO Box 19097 Green Bay WI 54307-9097 24 Hour Business Banking Concierge: 1-800-728-3501 FINANCIAL SUMMARY ACCOUNT#BALANCE DEPOSIT ACCOUNTS PubFunds Analyzed ECR/Int Chkg 2914481052 $18,964.04 DEPOSIT ACCOUNTS PubFunds Analyzed ECR/Int Chkg #2914481052 Beginning Balance 10,264.89 Plus: Deposits and Other Additions 9,033.88 Minus: Checks Paid 334.73 ENDING BALANCE ON 09/30/2021 $18,964.04 Deposits and Other Additions 09/01/2021 CUSTOMER DEPOSIT 441.00 09/17/2021 Eventbrite, INC. EDI PYMNTS 3-17970549 City of Oshkosh 8,592.88 TOTAL $9,033.88 TOTAL # OF ITEMS 2 Checks Paid DATE CHECK#AMOUNT 09/09/2021 5006 100.00 09/10/2021 5007 50.00 09/02/2021 5009 *50.00 DATE CHECK#AMOUNT 09/03/2021 5012 *72.36 09/16/2021 5014 *42.37 09/02/2021 5015 20.00 *Indicates a check number is missing from sequence TOTAL $334.73 TOTAL # OF ITEMS 6 Total Overdraft Fees and Total Returned Item Fees Total For This Period Total Year-to-Date Total Overdraft Fees* $0.00 $0.00 Total Returned Item Fees** $0.00 $0.00 Please note if you have a negative balance for more than five business days, a continued overdraft fee of $7.00 per business day will also apply. *Total Overdraft Fees include fees for: overdraft items or debits paid, NSF (Unavailable Funds) item or debit paid, and Continued overdraft fees. ** Fees for overdraft or NSF items returned unpaid. Balance Summary DATE BALANCE 09/01/2021 10,705.89 DATE BALANCE 09/02/2021 10,635.89 DATE BALANCE 09/03/2021 10,563.53 FINANCIAL STATEMENT OF ACCOUNTS Primary Account: 2914481052 Statement Activity Period 09/01/2021 to 09/30/2021 Bank: 001 Mail Code: 0S >008818 3987466 0001 092479 1OZ 08818 3987466 026452 026452 0001/0003 NO.$ TOTAL * PLEASE USE THIS FORM TO BALANCE YOUR CHECKING ACCOUNT CHECKS OUTSTANDING - NOT APPEARING ON THIS STATEMENT MONTH CHECKING ACCOUNT BALANCE SHOWN ON THIS STATEMENT $ ADD + CHECKING DEPOSITS IF ANY,NOT CREDITED $ $ BALANCEAS FROM CHECK BOOK SUBTRACT SERVICE CHARGES(S) LISTED ON STATEMENT ADD INTEREST LISTED ON STATEMENT NEW CHECK BOOK BALANCE $ $ +$ $ SUBTRACT - CHECKS OUTSTANDING $ BALANCE THE ABOVE RESULT SHOULD AGREE. IF THEY DO NOT PLEASE CONTACT OUR CUSTOMER CARE CENTER *ADD LOAN ADVANCES TO YOUR CHECK REGISTER. *SUBTRACTAUTOMATICPAYMENTSFROMYOURCHECKREGISTER. ASSOCIATED CHECKING RESERVE LINE ACCOUNT INFORMATION INCASE OF ERRORS OR QUESTIONS ABOUT YOUR CHECKING RESERVE LINE. If you think your statement is wrong, or if you need more information about a transaction on your statement, write us (on a separate sheet) at the address located on the front of this statement as soon as possible. We must hear from you no later than 60 days after we sent you the first statement on which the error or problem appeared. You can telephone us, but doing so will NOT preserve your rights. In your letter, give us the following information: * Your name and account number. * The dollar amount of the suspected error. *Describethe error and explain, if you can, why you believe there is an error. If you need more information, describe the item you are unsure about. You do not have to pay any amount in question while we are investigating, however you are still obligated to make the required payments which are due that are not in question. While we investigate your question, we cannot report you as delinquent or take any action to collect the amount you question. IMPORTANT FINANCE CHARGE INFORMATION We figure the finance charge on your account by applying the daily periodic rate to the "average daily balance" of your account (including current transactions).To get the "average daily balance" we take the beginning balance of your account each day, add any new advances/loans, and subtract any payments or credits. This gives us the daily balance. Then, we add up all the daily balances for the billing cycle and divide the total by the number of days in the billing cycle. This gives us the "average daily balance". Late payment fees, membership fee, annual fee and unpaid finance charges are not included in the calculation of the "average daily balance". PREPAYMENT OFYOUR CHECKINGRESERVE LINE Your Associated Checking Reserve Line may be prepaid at any time without penalty. IN CASE OF ERRORS OR QUESTIONS ABOUT YOUR ELECTRONICTRANSFERS Telephone us at the Customer Care Center number or write us at the addressshown on the front of this statement as soon as you can if you think your statement or receipt is wrong, or if you need more information about a transfer listed on the statement or receipt. We must hear from you no later than 60 days after we sent the FIRST statement on which the problem or error appears. * Tell us your name and account number (if any); *Describethe error or transfer you are unsure about, and explain as clearly as you can why you believe it is an error or why you need more information; * Tell us the dollar amount of the suspected error; * Tell us the date, time and location of the suspected error. We will investigate your complaint and will correct any error promptly. If we take more than 10 businessdays to do this, we will recredit your account for the amount you think is in error so that you will have use of the money during the time it takesto complete our investigation. TOVERIFY YOUR DIRECT DEPOSIT:Please call the Customer Care Center number located on the front of this statement.08818 3987466 026453 026453 0002/0003 Page 2 of 2CITY OF OSHKOSH Acct #2914481052 Balance Summary (continued) DATE BALANCE 09/09/2021 10,463.53 09/10/2021 10,413.53 DATE BALANCE 09/16/2021 10,371.16 09/17/2021 18,964.04 Statement Period Ledger Average Balance $14,451.17 Interest Information Annual Percentage Yield Earned 0.00% Interest Earned This Period $0.00 Average Daily Collected Balance $14,438.51 Interest Paid this Year $0.00 Member FDIC. Equal Housing Lender. Equal Opportunity Lender (REV. 9/16) 6938 NME551 Page 2 of 2CITY OF OSHKOSH Acct #2914481052 Balance Summary (continued) DATE BALANCE 09/09/2021 10,463.53 09/10/2021 10,413.53 DATE BALANCE 09/16/2021 10,371.16 09/17/2021 18,964.04 Statement Period Ledger Average Balance $14,451.17 Interest Information Annual Percentage Yield Earned 0.00% Interest Earned This Period $0.00 Average Daily Collected Balance $14,438.51 Interest Paid this Year $0.00 08818 3987466 026454 026454 0003/0003 DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT 2022 OPERATING PLAN BID Board Approved: Common Council Approved: TABLE OF CONTENTS DOWNTOWN OSHKOSH BID DISTRICT BOUNDARIES .............................................................. 1 INTRODUCTION ..................................................................................................................... 2 THE BID LAW ......................................................................................................................... 2 2021 OPERATING PLAN AND ASSESSMENT ............................................................................. 3 PROGRAM CATEGORIES………………………………………………………………………………………..……………….3 ORGANIZATION ..................................................................................................................... 6 RELATIONSHIP TO DOWNTOWN PLANNING ........................................................................... 7 DOWNTOWN OSHKOSH BID ASSESSMENT METHOD .............................................................. 8 APPENDIX A - BUDGET …………………………………………………….……………………………………….……………9 APPENDIX B - ASSESSMENT ROLL ......................................................................................... 10 APPENDIX C - WISCONSIN STATUTES, SECTION 66.1109 ....................................................... 12 APPENDIX D - LEGAL OPINION ............................................................................................. 14 APPENDIX E - DOWNTOWN OSHKOSH BID BOARD ROSTER .................................................. 15 1 Downtown Oshkosh Business Improvement District Boundaries In general, the boundaries of the Downtown Oshkosh Business Improvement District are the Fox River on the south, Division St. on the west, Parkway Ave. on the north and Jefferson St./State St. on the east. 2 INTRODUCTION In 1980, the Common Council adopted the Downtown Redevelopment Plan and Implementation Strategy. The Plan recommended increasing organizational efforts between the public and private sectors as well as establishing a voluntary special assessment district. A follow-up study, Planning Report - Central City Oshkosh, approved by the Common Council in 1987, expanded various elements of the previous plan and in particular recommended the creation of a management vehicle and funding base to serve the downtown area. The management tool recommended was a Business Improvement District. The Downtown Oshkosh Business Improvement District (BID) is an essential entity to the Central Business District of Oshkosh. The BID, created in 1987, has maintained its initial premise to retain available free parking in the downtown, as well as proactively support revitalization efforts. Through the BID, property owners assess themselves to pay for activities to enhance and improve the downtown and to bring customers to the area. The downtown continues to change as the mix of residential, commercial and professional occupants fill the district. The BID welcomes these changes as opportunities to continue economic development in our central city. BID LAW On April 6, 1984, the State of Wisconsin passed a law (Act 184), which allows for the creation of Business Improvement Districts. The law authorizes cities, villages and towns to create one or more business improvement districts to allow businesses within those districts to develop, manage, maintain and promote their districts and to establish an assessment method to fund these activities. A BID must be a geographic area within a municipality consisting of contiguous parcels that are subject to real estate taxes. The formation of a Business Improvement District allows downtown business people, property owners, merchants, City officials and others to work together to determine what needs to be done to upgrade and strengthen the downtown and to pay the cost of those efforts, in whole or in part. It is a way for downtown stakeholders to decide what they want and to finance it. A BID is the best available method for business people to organize, coordinate marketing and promotion efforts, provide management and maintenance programs and encourage business development. It affords property owners and business people a viable role in directing those affairs within the district. It also ensures that all beneficiaries of District programs participate in the funding of the programs. Appendix C is a copy of the Wisconsin Statutes Section 66.1109, regarding business improvement districts. 3 DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT 2022 OPERATING PLAN AND ASSESSMENT The Downtown Oshkosh BID has established allocations for the 2022 Operating Plan for each program category after reviewing previously supported activities and soliciting proposals for events. All costs related to the program categories listed below will be incurred in the calendar year 2022. The Downtown Oshkosh Business Improvement District Board will carry out the proposed program of activities listed below and as shown on the Budget in Appendix A of this Plan. The budget is separated into the following categories; Leadership, Recruitment/Retention/Mural Grants, Events, Advertising, Gift Card Program, Marketing Consortium, Beautification, Storage Unit and Reserves/Capital Improvements. The BID will assess itself $140,610.00 in 2022. PROGRAM CATEGORIES Leadership $75,000 Oshkosh Convention and Visitors Bureau Service Contract (BID Manager) $70,000 The BID contracts with the Oshkosh Convention and Visitors Bureau for the services of the BID Manager who is a full time employee of the BID. Expenses from this line item also include postage, employment benefits and other payroll/salary related expenses. This category also covers the BID Manager participation in professional development opportunities such as conferences, expos and business meetings. Website Maintenance & Office Supplies $5,000 Expenses from this line item will cover any costs associated with the downtownoshkosh.com website. This line item will also cover any needed office supply costs such as (but not limited to) envelopes, business cards, folders, etc. Recruitment/Retention/Mural Grant Programs $10,000 Money to be disbursed based on approved applications submitted; grant amounts vary based on requested/approved grant amounts. $10,000 to be transferred from Reserves/Capital Improvements to Recruitment/Retention/Mural Grant Program in 2022. Recruitment Fund Grant The Recruitment Fund Grant is offered as an incentive tool to recruit small businesses to fill vacant spaces and energize the downtown. This grant can be used for leasehold improvements, signage, fixtures and inventory/equipment. Recruitment print materials are also taken from this line item. 4 Retention Grant Program The Retention Grant Program was created to provide funds to businesses and/or property owners within the BID to assist with exterior building improvements including but not limited to facades, windows, doors and signage. The purpose of this grant is to improve the business climate in Downtown Oshkosh, enhance the quality of life and to encourage the development and maintenance of the buildings within the Business Improvement District. Retention print materials are also taken from this line item. Events $13,000 Waterfest $2,000 Waterfest is a summer concert series that occurs on Thursday nights at the Leach Amphitheater, brought to the community by the Oshkosh Chamber of Commerce. The event brings a significant number of visitors to the downtown area, many of whom patronize downtown businesses before and after the event. Wine/Beer Walk(s) $750 This is a BID event that happens two times throughout the year. The purpose of this event is to have attendees shop & explore Downtown Oshkosh while enjoying samples of wine within each participating business. Holiday Parade $750 Previously ran for many years by the Oshkosh Chamber of Commerce, the BID continues the tradition of holding a nighttime parade in Downtown Oshkosh in the month of November. This is a great community event that brings thousands of people to the downtown area. Farmers Market $5,000 With over 140 vendors every Saturday morning, the Downtown Market brings the Oshkosh community fresh, in-season produce, meats, flowers, hand-crafted items and more. It is a major attraction that brings thousands of people downtown each week. This event takes place every Saturday from 8:00am-12:30pm on the 400 and 500 blocks of N Main Street and 100 block of Church Avenue. Music in the Square $2,000 In an effort to create more programming and general activity downtown, the BID will host music in Opera House Square to promote local musicians, draw people downtown and create a fun, family-friendly weekly activity for the community. Downtown Events $2,500 An additional $2,500 has been budgeted for new and other miscellaneous downtown events and activities throughout 2022. 5 Advertising $15,000 The Advertising budget and will be used to promote and market Downtown Oshkosh throughout 2022 through a variety of different outlets including social media, newspaper advertisements, print advertising and more. Gift Card Program $670 Funds used to support the ACH pooling account, including the monthly fee of the program and transaction fees. $330 to be transferred from Reserves if needed. MemberCO $3,000 Membership Donations Fees collected from businesses who want to be a part of the MemberCO group. These funds are primarily used for promotional materials. Additional Activities & Marketing Materials $850 Seed money to be used for any additional activity ideas generated in 2022. In addition, these funds are used for marketing materials, such as block captain brochures and holiday promotions. Holiday $2,000 Holiday is a combination of events and marketing pieces put together in November and December. Downtown Chalk Walk $150 2022 will be the 9th annual Chalk Walk event in Downtown Oshkosh. The money on this line item is used to cover the cost of street barricades for the day of the event. Arts and Beautification $22,500 Contracted Services $0 The BID contracts with a private contractor to undertake certain routine cleaning, removing litter and landscape maintenance. This also includes the watering of our 104 flower pots, removal of flowers in all pots and bump outs in the fall and removal of holiday boughs at the end of winter/early spring. A portion of these funds are also used for expenses related to maintaining and improving landscaped areas. $24,000 will be transferred from Reserves for Contracted Services. Holiday $8,500 These funds will be used for holiday decorations including holiday décor for the BID’s 104 flower pots, lighting of the nine trees around Opera House Square and replacement light strands. Planter and Bumpout Maintenance $6,000 These funds will be used for contracted maintenance and plant materials for spring planting of the BID’s 104 flower pots. These funds also cover costs for plantings and maintenance of the bump outs within the BID. An additional $19,000 will be transferred from Reserves for Planter 6 Maintenance. Seagull Mitigation Project $3,000 The BID contracts with the U.S. Department of Agriculture’s Wildlife Services team for the removal of seagull eggs and nests throughout the downtown area. This is a multi-year process and the $3,000 will be designated for the 2022 contract with the USDA. Mural Grant Program $5,000 The Mural Grant Program was established to provide funds to property owners/artists within the BID to encourage exterior artwork that contributes to the beautification and economic vitality of the Downtown Oshkosh BID. Storage Unit $1440 This line item is to cover the rental cost of the BID’s storage unit. The storage unit is needed to store Marketing Consortium event materials and any additional materials. Reserves/Capital Improvements (Approximately $63,000 at the end of 2021) These funds have been set aside by the Board for projects and programs to support BID businesses. Any unspent funds from 2022 will be transferred into this account, unless otherwise mentioned as a rollover or transfer into a different line item. ORGANIZATION Pursuant to Section 66.1109(3), Wisconsin Statutes, a Downtown Business Improvement District Board has been appointed by the Mayor and confirmed by the Common Council. The Board is comprised of thirteen (12) members and two (2) alternate members representing the following interests: The Mayor may also appoint two non-voting youth members. 3 Owner/Non-Occupant 5 Non-Owner/Occupant 5 Owner/Occupant 2 Alternates By-Laws Amended March 19, 2019 The distribution of non-occupant owners and owners/occupants may vary from time to time, as members are reappointed or as new members join the Board. Per section 66.1109 (3a), Wisconsin Statutes, a majority of the board members shall own or occupy real property in the Business Improvement District. Nonresidents of the City of Oshkosh are permitted as members of the Downtown Oshkosh Business Improvement District Board. Other membership requirements may apply per the “By-Laws of the Downtown Oshkosh Business Improvement District” (dated December 19, 1989, amended June 15, 2004, April 19, 2011, April 18, 2017 October 16, 2018 and March 19, 2019). 7 In addition, Board members represent different areas within the District, including large and small businesses. As a City entity, the Board will conduct its affairs under the open meetings law and public record requirements. The Director of Community Development or designee serves as the Secretary of the Board. Board meetings are held the third Tuesday of the month, starting at 8:00am, at Oshkosh City Hall or other venue within the BID. A roster of the 2022 BID Board members is included as Appendix E. The Board is responsible for the management of the Business Improvement District. Responsibilities of the Board include implementing the Operating Plan and preparing annual reports on the District. The Board will also annually consider and make changes to the Operating Plan and submit the Operating Plan and Budget to the Common Council for approval. RELATIONSHIP TO DOWNTOWN PLANNING Creation of the Business Improvement District promotes the orderly development of the municipality by implementing recommendations of the City Comprehensive Plan, Downtown Action Plan and Imagine Oshkosh that contain various elements related to downtown design and development with prominent focus on beautification in BID areas as well as the promotion of downtown tourism. In 2000, the Common Council adopted the Downtown Action Plan, which contains various elements related to downtown design and development with prominent focus on redevelopment and beautification in BID areas. In November of 2017, the Common Council adopted Imagine Oshkosh, A Master Plan for our Center City. Imagine Oshkosh is an update and expansion to the Downtown Action Plan and serves as a policy guide and action framework for the center city which includes the BID. The Downtown Oshkosh Business Improvement District is consistent with and critical to the continued successful implementation of these downtown plans. The BID enables the private sector to undertake promotion, management, marketing and other programs essential to a prosperous downtown. 8 DOWNTOWN OSHKOSH BID ASSESSMENT METHOD The Downtown Oshkosh Business Improvement District special assessment method utilizes assessed value information and property street footage data, both of which are available from the City Assessor's Office. As the absolute values of assessed value and footage cannot be combined, the values are calculated as a percentage of the total assessed value and a percentage of the street footage. The two percentages are added together, then divided by 200 percent, which results in a proportionate value of the total district. In 2019, the BID increased the minimum special assessment from $400.00 to $420.00 and the maximum special assessment from $8,000.00 to $8,400.00, representing a 5% increase. The 2022 minimum and maximum assessments will not be increased, staying at $420.00 & $8,400.00, respectively. Properties with a proportionate value between 0.0000% and 0.2564% are assessed the minimum special assessment of $420.00. Properties with a proportionate value greater than 5.1286% are assessed the maximum special assessment of $8,400.00. For properties with a proportionate value between 0.2564% and 5.1286% - The property’s proportionate value is multiplied by $1,637.8661, resulting in the special assessment for the property. Example: 101 Algoma Boulevard has a Proportionate Value of 0.331938%. When multiplied by $1,637.8661, the special assessment is $540.64. (0.331938% x $1,637.8661= $543.67) The raw data, assessment calculations and proposed District assessment for each property in the Downtown Oshkosh Business Improvement District are presented in Appendix B. The data for the assessment method have been obtained from the files of the City Assessor and are subject to final tabulation by the City. To account for street front footages, the frontage of the property’s primary address as identified by the City Assessor is used. Properties with more than one street frontage are not combined. Only property used for commercial and manufacturing purposes, including real property used exclusively for manufacturing purposes, in the District will be assessed. Real property used exclusively for residential (single and two-family) purposes will not be assessed. 9 REVENUE - 2022 BID ASSESSMENT 140,610$ EXPENSES 140,610$ Breakdown Total Leadership 75,000$ Oshkosh CVB Service Contract (BID Manager)70,000$ Website Maintenance/Office Supplies 5,000$ 75,000$ Recruitment, Retention & Mural Grant Programs 10,000$ Events 13,000$ Waterfest 2,000$ Wine/Beer Walk(s)750$ Holiday Parade 750$ Farmers Market 5,000$ Music in the Square 2,000$ Downtown Events 2,500$ 13,000$ Advertising 15,000$ Gift Card Program 670$ MemberCO 3,000$ Membership Fees -$ Additional Activities and Marketing Materials 850$ Holiday 2,000$ Chalk Walk 150$ 3,000$ Arts and Beautification 22,500$ Monthly Maintenance*-$ Holiday 8,500$ Planter and Bumpout Maintenance** 6,000$ Seagull Mitigation Project 3,000$ Mural Grant Program 5,000$ (*$24,000 to be transferred from Reserves/CI) 22,500$ (**Additional $19,000 to be transferred from Reserves/CI) Storage Unit 1,440$ 140,610$ Reserves/Capital Improvements (Approximately $63,000 at beginning of 2022; $20,000 after transfers) APPENDIX A: 2022 DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT BUDGET 10 TAX ID NO. OWNER ADDRESSASSESSED VALUE% TOTAL ASSESSED VALUEFRONTAGE% TOTAL FRONTAGETOTAL % (VALUE % + FRONTAGE %)TOTAL %/2 (Proportionate Value)2022 ASSESSMENT ON $140,6102021ASSESSMENT ON $140,610$ CHANGE FROM 2021% Change from 20210100960000 NELS H/CAROL J NASLUND 101 ALGOMA BLVD 227,200$ 0.379% 24.00 0.285% 0.664% 0.332%543.67$ 540.64$ 3.03$ 0.56%0100950000 ONE SIX EIGHT ENTERPRISE LLC 103 ALGOMA BLVD 415,700$ 0.693% 50.00 0.594% 1.287% 0.643%1,053.92$ 1,048.22$ 5.70$ 0.54%0700060000 HOOPMAN & CO DOWNTOWN LLC 110 ALGOMA BLVD 663,200$ 1.106% 83.87 0.996% 2.102% 1.051%1,721.27$ 1,712.08$ 9.19$ 0.54%0701220000 STAPEL PROPERTIES LLC 138 ALGOMA BLVD 142,500$ 0.238% 100.00 1.187% 1.425% 0.712%1,166.84$ 1,162.78$ 4.06$ 0.35%0701230000 146 ALGOMA BLVD LLC 146 ALGOMA BLVD 638,400$ 1.065% 80.00 0.950% 2.015% 1.007%1,649.78$ 1,640.94$ 8.83$ 0.54%0100600101 BAYSHORE DEVELOPMENT II LLC 101 COMMERCE ST 6,303,800$ 10.515% 385.32 4.574% 15.089% 7.544%8,400.00$ 8,400.00$ -$ 0.00%0100990100 WILLIAM R MANSKE 300 DIVISION ST 91,000$ 0.152% 40.00 0.475% 0.627% 0.313%513.18$ 511.19$ 1.99$ 0.39%0701240000 STAPEL PROPERTIES LLC 0 DIVISION ST 33,600$ 0.056% 40.00 0.475% 0.531% 0.265%434.77$ 433.40$ 1.38$ 0.32%0701250000 STAPEL PROPERTIES LLC 420 DIVISION ST 139,300$ 0.232% 80.00 0.950% 1.182% 0.591%968.03$ 964.51$ 3.52$ 0.36%0100860000 101 HIGH AVE LLC 101 HIGH AVE 108,000$ 0.180% 20.00 0.237% 0.418% 0.209%420.00$ 420.00$ -$ 0.00%0100850000 BROWN BELL PROPERTIES LLC 103 HIGH AVE 283,600$ 0.473% 40.00 0.475% 0.948% 0.474%776.26$ 772.22$ 4.04$ 0.52%0100890000 MAX P/KARIN L HERMANS 114 HIGH AVE 112,200$ 0.187% 20.00 0.237% 0.425% 0.212%420.00$ 420.00$ -$ 0.00%0100870000 KINGS LAUNDRY INC 118 HIGH AVE 24,300$ 0.041% 90.00 1.068% 1.109% 0.554%908.16$ 905.61$ 2.55$ 0.28%0101010000 OSHKOSH LUXURY LOFTS LLC 132 HIGH AVE 739,700$ 1.234% 130.00 1.543% 2.777% 1.389%2,274.24$ 2,263.06$ 11.18$ 0.49%0101060000 GILLENS LLC135 HIGH AVE 27,800$ 0.046% 38.00 0.451% 0.497% 0.249%420.00$ 420.00$ -$ 0.00%0101050000 WR RIDGE HOLDINGS LLC 139 HIGH AVE 129,800$ 0.217% 30.00 0.356% 0.573% 0.286%468.96$ 466.81$ 2.15$ 0.46%0101040000 WR RIDGE HOLDINGS LLC 141 HIGH AVE 121,500$ 0.203% 20.00 0.237% 0.440% 0.220%420.00$ 420.00$ -$ 0.00%0101000000 NORTHERN TELEPHONE & DATA CORP 144 HIGH AVE 227,500$ 0.379% 50.00 0.594% 0.973% 0.487%796.85$ 770.39$ 26.46$ 3.44%0101030000 WILKINS 145 LLC145 HIGH AVE 36,000$ 0.060% 60.00 0.712% 0.772% 0.386%632.49$ 630.58$ 1.91$ 0.30%0101020000 OSHKOSH LUXURY LOFTS LLC 0 HIGH AVE 40,700$ 0.068% 60.00 0.712% 0.780% 0.390%638.91$ 636.95$ 1.96$ 0.31%0100990000 WILLIAM R MANSKE 0 HIGH AVE 30,900$ 0.052% 60.00 0.712% 0.764% 0.382%625.52$ 623.67$ 1.86$ 0.30%0100400000 OSHKOSH INVESTORS LLC 1 N MAIN ST 8,944,100$ 14.918% 257.49 3.057% 17.975% 8.988%8,400.00$ 8,400.00$ -$ 0.00%0800570000 DAYMARK 100 N MAIN LLC/OSHKOSH 620 LLC 100 N MAIN ST 4,695,800$ 7.832% 306.11 3.634% 11.466% 5.733%8,400.00$ 8,400.00$ -$ 0.00%0100300000 FIRST WISC NATL BANK OSHKOSH 111 N MAIN ST2,963,700$ 4.943% 348.30 4.135% 9.078% 4.539%7,434.41$ 7,840.30$ (405.89)$ -5.18%0200030000 206 NORTH MAIN LLC 206 N MAIN ST 177,900$ 0.297% 40.20 0.477% 0.774% 0.387%633.82$ 630.91$ 2.92$ 0.46%0200190000 JON P GRUENSTERN 210 N MAIN ST 100 241,500$ 0.403% 16.68 0.198% 0.601% 0.300%492.04$ 489.04$ 2.99$ 0.61%0200190200 JON P GRUENSTERN 210 N MAIN ST 150 46,200$ 0.077% 16.68 0.198% 0.275% 0.138%420.00$ 420.00$ -$ 0.00%0200190100 NIAGARA FALLS LLC 210 N MAIN ST 200 320,700$ 0.535% 16.68 0.198% 0.733% 0.366%600.22$ 596.38$ 3.84$ 0.64%0200190300 NIAGARA FALLS LLC 210 N MAIN ST B50 16,900$ 0.028% 16.68 0.198% 0.226% 0.113%420.00$ 420.00$ -$ 0.00%0200180000 PAUL J ESSLINGER 216 N MAIN ST 143,800$ 0.240% 26.70 0.317% 0.557% 0.278%456.00$ 453.79$ 2.21$ 0.49%0100140000 CLOVER INVESTMENTS LLC 217 N MAIN ST 542,500$ 0.905% 120.00 1.425% 2.329% 1.165%1,907.66$ 1,898.83$ 8.83$ 0.46%0200020000 THOMAS N RUSCH ETAL 220 N MAIN ST 218,000$ 0.364% 67.00 0.795% 1.159% 0.580%949.14$ 945.12$ 4.03$ 0.43%0100130000 KINDRED INVESTMENTS LLC 223 N MAIN ST 223,800$ 0.373% 24.00 0.285% 0.658% 0.329%539.03$ 536.03$ 2.99$ 0.56%0200120000 MCDAY HOLDINGS LLC 224 N MAIN ST 49,600$ 0.083% 20.00 0.237% 0.320% 0.160%420.00$ 420.00$ -$ 0.00%0200010000 BND ENTERPRISES LLC 226 N MAIN ST 122,800$ 0.205% 20.00 0.237% 0.442% 0.221%420.00$ 420.00$ -$ 0.00%0200760000 BBLD LLC300 N MAIN ST 499,100$ 0.832% 156.00 1.852% 2.684% 1.342%2,198.36$ 2,189.08$ 9.28$ 0.42%0200820000 EXCLUSIVE COMPANY CORP 318 N MAIN ST 282,800$ 0.472% 72.00 0.855% 1.326% 0.663%1,086.27$ 1,081.42$ 4.84$ 0.45%0700010000 BAERBROTHER LLC 401 N MAIN ST 142,200$ 0.237% 54.00 0.641% 0.878% 0.439%719.22$ 716.33$ 2.89$ 0.40%0400790000 404 N MAIN ST LLC 404 N MAIN ST 687,100$ 1.146% 92.00 1.092% 2.238% 1.119%1,832.96$ 1,823.31$ 9.65$ 0.53%0700010200 THANK YOU VERY MUCH FOR THE MONEY LLC 407 N MAIN ST 149,700$ 0.250% 40.00 0.475% 0.725% 0.362%593.36$ 590.75$ 2.61$ 0.44%0401000000 FKP PROPERTIES LLC 408 N MAIN ST 260,400$ 0.434% 62.00 0.736% 1.170% 0.585%958.45$ 954.10$ 4.35$ 0.46%0700010300 CODY R PYFER/ERICA P MULLOY 411 N MAIN ST 79,000$ 0.132% 29.20 0.347% 0.478% 0.239%420.00$ 420.00$ -$ 0.00%0700020000 JOSEPH F KRUMRICH ETAL 413 N MAIN ST 37,400$ 0.062% 20.00 0.237% 0.300% 0.150%420.00$ 420.00$ -$ 0.00%0400990000 JAMES A GIOMBETTI 414 N MAIN ST 30,900$ 0.052% 16.00 0.190% 0.241% 0.121%420.00$ 420.00$ -$ 0.00%0700030000 HOOPMANS DOWNTOWN LLC 415 N MAIN ST 367,100$ 0.612% 59.80 0.710% 1.322% 0.661%1,082.81$ 1,077.38$ 5.43$ 0.50%0400800000 GIOMBETTI JAMES A 416 N MAIN ST 81,800$ 0.136% 20.00 0.237% 0.374% 0.187%420.00$ 420.00$ -$ 0.00%0400810000 EXCLUSIVE CO CORP THE 418 N MAIN ST 60,700$ 0.101% 20.00 0.237% 0.339% 0.169%420.00$ 420.00$ -$ 0.00%0400820000 D & M RENTALS LLC 420 N MAIN ST 131,400$ 0.219% 20.00 0.237% 0.457% 0.228%420.00$ 420.00$ -$ 0.00%0700080000 HOOPMANS DOWNTOWN OSHKOSH LLC 421 N MAIN ST 364,100$ 0.607% 20.00 0.237% 0.845% 0.422%691.78$ 687.40$ 4.38$ 0.64%0400830000 HOOPMANS DOWNTOWN OSHKOSH LLC 422 N MAIN ST 114,100$ 0.190% 18.00 0.214% 0.404% 0.202%420.00$ 420.00$ -$ 0.00%0700100000 ESCAPE RENTALS LLC 423 N MAIN ST 89,900$ 0.150% 20.00 0.237% 0.387% 0.194%420.00$ 420.00$ -$ 0.00%0400840000 HOOPMANS DOWNTOWN OSHKOSH LLC 424 N MAIN ST 108,100$ 0.180% 18.00 0.214% 0.394% 0.197%420.00$ 420.00$ -$ 0.00%0400850000 JAMES EVANS/GAIL PANSKE 426 N MAIN ST 80,200$ 0.134% 20.00 0.237% 0.371% 0.186%420.00$ 420.00$ -$ 0.00%0700110000 STAPEL PROPERTIES LLC 427 N MAIN ST 336,000$ 0.560% 82.75 0.982% 1.543% 0.771%1,263.45$ 1,257.76$ 5.68$ 0.45%0400860000 HOOPMANS DOWNTOWN OSHKOSH LLC 428 N MAIN ST 97,400$ 0.162% 20.00 0.237% 0.400% 0.200%420.00$ 420.00$ -$ 0.00%0400870000 GRINDERS LLC430 N MAIN ST 167,100$ 0.279% 20.00 0.237% 0.516% 0.258%422.69$ 420.40$ 2.29$ 0.54%0400880000 TOD MAR PROPERTY MANAGEMENT LLP 434 N MAIN ST 282,500$ 0.471% 38.00 0.451% 0.922% 0.461%755.31$ 751.34$ 3.97$ 0.53%0700120000 BRADFORD C BRITTON 435 N MAIN ST 67,100$ 0.112% 27.30 0.324% 0.436% 0.218%420.00$ 420.00$ -$ 0.00%0400980000 TODMAR PROPERTY MANAGEMENT LLP 436 N MAIN ST 168,500$ 0.281% 22.00 0.261% 0.542% 0.271%444.04$ 441.69$ 2.35$ 0.53%ASSESSMENT OF $140,610.00, $420.00 MINIMUM, $8,400.00 MAXIMUM ASSESSMENT* 11 TAX ID NO. OWNER ADDRESSASSESSED VALUE% TOTAL ASSESSED VALUEFRONTAGE% TOTAL FRONTAGETOTAL % (VALUE % + FRONTAGE %)TOTAL %/2 (Proportionate Value)2022 ASSESSMENT ON $140,6102021ASSESSMENT ON $140,610$ CHANGE FROM 2021% Change from 2021APPENDIX B: 2022 DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT ASSESSMENT ROLLASSESSMENT OF $140,610.00, $420.00 MINIMUM, $8,400.00 MAXIMUM ASSESSMENT*04009000001627 ELMWOOD LLC438 N MAIN ST192,300$ 0.321%41.000.487%0.807%0.404%661.27$ 658.18$ 3.09$ 0.47%0700160000 RATCHMAN INVESTMENTS LLC 439 N MAIN ST 140,600$ 0.235% 37.80 0.449% 0.683% 0.342%559.54$ 557.08$ 2.46$ 0.44%0700170000 BARBARA KIFLE-COUILLARD/JOEL COUILLARD 441 N MAIN ST 81,600$ 0.136% 20.00 0.237% 0.374% 0.187%420.00$ 420.00$ -$ 0.00%0700190000 STAPEL PROPERTIES LLC 445 N MAIN ST 110,200$ 0.184% 38.00 0.451% 0.635% 0.317%519.96$ 517.82$ 2.14$ 0.41%0400960000 JAHNKE 448 MAIN LLC 448 N MAIN ST UNIT 1 355,800$ 0.593% 38.20 0.453% 1.047% 0.523%857.38$ 852.62$ 4.76$ 0.56%0700140000 STAPEL PROPERTIES LLC 451 N MAIN ST 232,000$ 0.387% 85.60 1.016% 1.403% 0.702%1,149.10$ 1,144.45$ 4.65$ 0.41%0400950000 JOHN J/KATHLEEN A SAKSCHEK 452 N MAIN ST 122,800$ 0.205% 20.00 0.237% 0.442% 0.221%420.00$ 420.00$ -$ 0.00%0700200000 CARL A/LEONA L STAPEL 455 N MAIN ST 49,100$ 0.082% 20.00 0.237% 0.319% 0.160%420.00$ 420.00$ -$ 0.00%0401070000 MADONNA J HILL 456 N MAIN ST 189,500$ 0.316% 38.50 0.457% 0.773% 0.387%633.14$ 630.14$ 3.00$ 0.48%0700210000 STAPEL PROPERTIES LLC 457 N MAIN ST 49,500$ 0.083% 20.00 0.237% 0.320% 0.160%420.00$ 420.00$ -$ 0.00%0700240000 STAPEL PROPERTIES LLC 459 N MAIN ST 79,100$ 0.132% 40.00 0.475% 0.607% 0.303%496.92$ 495.06$ 1.86$ 0.38%0700230000 STAPEL PROPERTIES I LLC 463 N MAIN ST 67,600$ 0.113% 20.00 0.237% 0.350% 0.175%420.00$ 420.00$ -$ 0.00%0700220000 STAPEL PROPERTIES I LLC 465 N MAIN ST 88,200$ 0.147% 18.50 0.220% 0.367% 0.183%420.00$ 420.00$ -$ 0.00%0400940000 BENT BLOCK OSHKOSH LLC 480 N MAIN ST 594,000$ 0.991% 60.00 0.712% 1.703% 0.852%1,394.69$ 1,386.84$ 7.85$ 0.57%0401080000 WAGNER OPERA HOUSE LLC 500 N MAIN ST 514,000$ 0.857% 140.00 1.662% 2.519% 1.260%2,063.17$ 2,054.13$ 9.03$ 0.44%0700260000 JAMES H LANG PROPERTIES INC 501 N MAIN ST 870,700$ 1.452% 88.00 1.045% 2.497% 1.248%2,044.86$ 2,033.35$ 11.51$ 0.57%0700290000 OLH LLC511 N MAIN ST 105,700$ 0.176% 20.00 0.237% 0.414% 0.207%420.00$ 420.00$ -$ 0.00%0700270000 3710 LISBON LLC513 N MAIN ST 113,100$ 0.189% 20.00 0.237% 0.426% 0.213%420.00$ 420.00$ -$ 0.00%0700280000 ALEE CHASE INVESTMENTS LLC 515 N MAIN ST 120,600$ 0.201% 20.00 0.237% 0.439% 0.219%420.00$ 420.00$ -$ 0.00%0700320000 MARILYN J BACKUS 519 N MAIN ST 301,100$ 0.502% 60.00 0.712% 1.215% 0.607%994.60$ 989.87$ 4.73$ 0.48%0700340000 TENNIES JEWELRY PROPERTIES LLC 523 N MAIN ST 61,500$ 0.103% 20.00 0.237% 0.340% 0.170%420.00$ 420.00$ -$ 0.00%0700350100 531 N MAIN LLC531 N MAIN ST 1,119,900$ 1.868% 70.00 0.831% 2.699% 1.349%2,210.26$ 2,196.56$ 13.70$ 0.62%0700360000 537 N MAIN STREET LLC 537 N MAIN ST 182,200$ 0.304% 120.00 1.425% 1.728% 0.864%1,415.50$ 1,410.51$ 4.99$ 0.35%0401150100 BRICKHOUSE PROPERTIES LLC 544 N MAIN ST 381,000$ 0.635% 89.46 1.062% 1.698% 0.849%1,390.15$ 1,383.82$ 6.33$ 0.46%0700380000 547 N MAIN LLC547 N MAIN ST 207,600$ 0.346% 170.00 2.018% 2.364% 1.182%1,936.29$ 1,929.76$ 6.54$ 0.34%0401620000 FOX RIVER DEVELOPMENT CO LLC 558 N MAIN ST 403,600$ 0.673% 100.00 1.187% 1.860% 0.930%1,523.49$ 1,516.65$ 6.84$ 0.45%0401680100 J WEST RENTALS LLC 570 N MAIN ST 506,600$ 0.845% 140.75 1.671% 2.516% 1.258%2,060.35$ 2,051.37$ 8.98$ 0.44%0700460000 JRD INVESTMENTS LLC 571 N MAIN ST 512,600$ 0.855% 150.40 1.785% 2.640% 1.320%2,162.36$ 2,153.08$ 9.28$ 0.43%0401700200 576 578 582 NORTH MAIN STREET LLC 576 N MAIN ST 70,300$ 0.117% 30.00 0.356% 0.473% 0.237%420.00$ 420.00$ -$ 0.00%0700500000 HOOPMAN & CO DOWNTOWN LLC 579 N MAIN ST 227,100$ 0.379% 39.60 0.470% 0.849% 0.424%695.19$ 691.77$ 3.43$ 0.50%0401700100 J WEST RENTALS LLC 582 N MAIN ST 115,300$ 0.192% 45.21 0.537% 0.729% 0.365%597.02$ 594.64$ 2.38$ 0.40%0401710000 ALFRED J/BONNIE M/JEFFREY J VERNER 584 N MAIN ST 88,700$ 0.148% 45.00 0.534% 0.682% 0.341%558.65$ 556.56$ 2.09$ 0.38%0100170000 BL BRANCH GROUP II LLC 0 N MAIN ST 71,000$ 0.118% 88.90 1.055% 1.174% 0.587%961.26$ 958.24$ 3.02$ 0.32%0401600000 FOX RIVER DEVELOPMENT CO/BRICKHOUSE PROP 0 N MAIN ST 47,800$ 0.080% 60.80 0.722% 0.802% 0.401%656.38$ 654.33$ 2.06$ 0.31%0401720000 J WEST RENTALS LLC 17 E PARKWAY AVE 82,600$ 0.138% 120.00 1.425% 1.562% 0.781%1,279.46$ 1,275.52$ 3.93$ 0.31%0700640000 VALLEY MARKETING PROPERTIES LLC 11 W PARKWAY AVE 77,800$ 0.130% 87.50 1.039% 1.169% 0.584%956.94$ 953.88$ 3.06$ 0.32%0100810000 BL BRANCH GROUP II LLC 50 PEARL AVE 1,100,000$ 1.835% 245.00 2.908% 4.743% 2.372%3,884.41$ 3,866.47$ 17.94$ 0.46%0100600000 CITY CENTER ASSOCIATES LLC 201 PEARL AVE 11,351,400$ 18.934% 892.18 10.591% 29.525% 14.763%8,400.00$ 8,400.00$ -$ 0.00%0100770000 ANNE B HILLENBRAND TRUSTEE 222 PEARL AVE 145,900$ 0.243% 40.00 0.475% 0.718% 0.359%588.17$ 585.60$ 2.57$ 0.44%0101180000 OSHKOSH COMMUNITY CREDIT UNION 250 PEARL AVE242,700$ 0.405% 173.70 2.062% 2.467% 1.233%2,020.21$ 2,013.20$ 7.01$ 0.35%0800350000 STATE STREET SUITES LLC 126 STATE ST 454,500$ 0.758% 168.50 2.000% 2.758% 1.379%2,258.97$ 2,249.84$ 9.13$ 0.41%0200240000 WINNEBAGO COUNTY 206 STATE ST 339,400$ 0.566% 80.00 0.950% 1.516% 0.758%1,241.36$ 1,235.71$ 5.65$ 0.46%0200230000 OSHKOSH MARTIAL EDUCATION CENTER LLC 208 STATE ST 322,600$ 0.538% 80.00 0.950% 1.488% 0.744%1,218.41$ 1,212.94$ 5.47$ 0.45%0200210000 OSHKOSH BUSINESS CENTER III LLC 216 STATE ST 127,200$ 0.212% 54.00 0.641% 0.853% 0.427%698.73$ 696.00$ 2.73$ 0.39%0200080000 S BAYER HOLDINGS LLC 219 STATE ST 220,000$ 0.367% 47.90 0.569% 0.936% 0.468%766.19$ 762.63$ 3.56$ 0.47%0200200000 OSHKOSH BUSINESS CENTER III LLC 224 STATE ST 272,800$ 0.455% 75.20 0.893% 1.348% 0.674%1,103.72$ 1,098.90$ 4.82$ 0.44%0200640000 HARRY E/PRISCILLA KIECKHAFER REV TRUST 300 STATE ST 204,900$ 0.342% 40.00 0.475% 0.817% 0.408%668.76$ 665.56$ 3.20$ 0.48%0401030000 404 N MAIN ST LLC 16 WASHINGTON AVE 284,600$ 0.475% 97.00 1.152% 1.626% 0.813%1,331.77$ 1,326.28$ 5.50$ 0.41%0200880100 DISCOVERY PROPERTIES LLC 105 WASHINGTON AVE1,758,700$ 2.933% 119.43 1.418% 4.351% 2.176%3,563.39$ 3,541.63$ 21.76$ 0.61%0200620100 DISCOVERY PROPERTIES LLC 108 WAUGOO AVE 224,900$ 0.375% 129.20 1.534% 1.909% 0.954%1,563.27$ 1,557.59$ 0200110000 REIMER SNIDER PROPERTIES LLC 9 WAUGOO AVE 75,700$ 0.126% 34.50 0.410% 0.536% 0.268%438.81$ 437.12$ 1.68$ 0.39%0200100000 ARMSTRONG REAL ESTATE GROUP LLC 13 WAUGOO AVE 130,300$ 0.217% 20.50 0.243% 0.461% 0.230%420.00$ 420.00$ -$ 0.00%0200090000 ARMSTRONG REAL ESTATE GROUP LLC 0 WAUGOO AVE 10,400$ 0.017% 34.50 0.410% 0.427% 0.213%420.00$ 420.00$ -$ 0.00%0200140000 DEBRA J TOMAN/SANDRA PRUNTY 17 WAUGOO AVE 48,700$ 0.081% 20.00 0.237% 0.319% 0.159%420.00$ 420.00$ -$ 0.00%0200150000 SANDRA L PRUNTY 19 WAUGOO AVE 104,800$ 0.175% 40.00 0.475% 0.650% 0.325%532.03$ 529.89$ 2.13$ 0.40%0200160000 JACOPA INC25 WAUGOO AVE 65,400$ 0.109% 20.00 0.237% 0.347% 0.173%420.00$ 420.00$ -$ 0.00%0200170000 JACOPA INC0 WAUGOO AVE 6,700$ 0.011% 24.00 0.285% 0.296% 0.148%420.00$ 420.00$ -$ 0.00%TOTALS 59,953,300$ 100.000% 8423.59 100.000% 200.000% 100.000% 140,610.00$ 140,610.00$ (0.00)$ 0.00%*Properties with a Proportionate Value less than 0.2564% are assessed $420.00. Properties with a Proportionate Value greater than 5.1286% are assessed $8,400.00.A rate of $163,786.61 is used to calculate assessments for properties with a Proportionate Value between 0.2564% and 5.1286%. 12 APPENDIX C 66.1109 Business improvement districts. (1) In this section: 66.1109(1)(a)(a) “Board" means a business improvement district board appointed under sub. (3) (a). (b) “Business improvement district" means an area within a municipality consisting of contiguous parcels and may include railroad rights-of-way, rivers, or highways continuously bounded by the parcels on at least one side, and shall include parcels that are contiguous to the district but that were not included in the original or amended boundaries of the district because the parcels were tax-exempt when the boundaries were determined and such parcels became taxable after the original or amended boundaries of the district were determined. (c) “Chief executive officer" means a mayor, city manager, village president or town chairperson. (d) “Local legislative body" means a common council, village board of trustees or town board of supervisors. (e) “Municipality" means a city, village or town. (f) “Operating plan" means a plan adopted or amended under this section for the development, redevelopment, maintenance, operation and promotion of a business improvement district, including all of the following: 1. The special assessment method applicable to the business improvement district. 1m. Whether real property used exclusively for manufacturing purposes will be specially assessed. 2. The kind, number and location of all proposed expenditures within the business improvement district. 3. A description of the methods of financing all estimated expenditures and the time when related costs will be incurred. 4. A description of how the creation of the business improvement district promotes the orderly development of the municipality, including its relationship to any municipal master plan. 5. A legal opinion that subds. 1. to 4. have been complied with. (g) “Planning commission" means a plan commission under s. 62.23, or if none a board of public land commissioners, or if none a planning committee of the local legislative body. (2) A municipality may create a business improvement district and adopt its operating plan if all of the following are met: (a) An owner of real property used for commercial purposes and located in the proposed business improvement district designated under par. (b) has petitioned the municipality for creation of a business improvement district. (b) The planning commission has designated a proposed business improvement district and adopted its proposed initial operating plan. (c) At least 30 days before creation of the business improvement district and adoption of its initial operating plan by the municipality, the planning commission has held a public hearing on its proposed business improvement district and initial operating plan. Notice of the hearing shall be published as a class 2 notice under ch. 985. Before publication, a copy of the notice together with a copy of the proposed initial operating plan and a copy of a detail map showing the boundaries of the proposed business improvement district shall be sent by certified mail to all owners of real property within the proposed business improvement district. The notice shall state the boundaries of the proposed business improvement district and shall indicate that copies of the proposed initial operating plan are available from the planning commission on request. (d) Within 30 days after the hearing under par. (c), the owners of property to be assessed under the proposed initial operating plan having a valuation equal to more than 40 percent of the valuation of all property to be assessed under the proposed initial operating plan, using the method of valuation specified in the proposed initial operating plan, or the owners of property to be assessed under the proposed initial operating plan having an assessed valuation equal to more than 40 percent of the assessed valuation of all property to be assessed under the proposed initial operating plan, have not filed a petition with the planning commission protesting the proposed business improvement district or its proposed initial operating plan. (e) The local legislative body has voted to adopt the proposed initial operating plan for the municipality. (2m) A municipality may annex territory to an existing business improvement district if all of the following are met: (a) An owner of real property used for commercial purposes and located in the territory proposed to be annexed has petitioned the municipality for annexation. (b) The planning commission has approved the annexation. (c) At least 30 days before annexation of the territory, the planning commission has held a public hearing on the proposed annexation. Notice of the hearing shall be published as a class 2 notice under ch. 985. Before publication, a copy of the notice together with a copy of a detail map showing the boundaries of the territory proposed to be annexed to the business improvement district shall be sent by certified mail to all owners of real property within the territory proposed to be annexed. The notice shall state the boundaries of the territory proposed to be annexed. (d) Within 30 days after the hearing under par. (c), the owners of property in the territory to be annexed that would be assessed under the operating plan having a valuation equal to more than 40 percent of the valuation of all property in the territory to be annexed that would be assessed under the operating plan, using the method of valuation specified in the operating plan, or the owners of property in the territory to be annexed that would be assessed under the operating plan having an assessed valuation equal to more than 40 percent of the assessed valuation of all property in the territory to be annexed that would be assessed under the operating plan, have not filed a petition with the planning commission protesting the annexation. (3) (a) The chief executive officer shall appoint members to a business improvement district board to implement the operating plan. Board members shall be confirmed by the local legislative body and shall serve staggered terms designated by the local legislative body. The board shall have at least 5 members. A majority of board members shall own or occupy real property in the business improvement district. (b) The board shall annually consider and may make changes to the operating plan, which may include termination of the plan, for its business improvement district. The board shall then submit the operating plan to the local legislative body for its approval. If the local legislative body disapproves the operating plan, the board shall consider and may make changes to the operating plan and may continue to resubmit the operating plan until local legislative body approval is obtained. Any change to the special assessment method applicable to the business improvement district shall be approved by the local legislative body. (c) The board shall prepare and make available to the public annual reports describing the current status of the business improvement district, including expenditures and revenues. The report shall include one of the following: 13 1. If the cash balance in the segregated account described under sub. (4) equaled or exceeded $300,000 at any time during the period covered by the report, the municipality shall obtain an independent certified audit of the implementation of the operating plan. 2. If the cash balance in the segregated account described under sub. (4) was less than $300,000 at all times during the period covered by the report, the municipality shall obtain a reviewed financial statement for the most recently completed fiscal year. The statement shall be prepared in accordance with generally accepted accounting principles and include a review of the financial statement by an independent certified public accountant. (cg) For calendar years beginning after December 31, 2018, the dollar amount at which a municipality is required to obtain an independent certified audit under par. (c) 1. and the dollar amount at which a municipality is required to obtain a reviewed financial statement under par. (c) 2. shall be increased each year by a percentage equal to the percentage change between the U.S. consumer price index for all urban consumers, U.S. city average, for the month of August of the previous year and the U.S. consumer price index for all urban consumers, U.S. city average, for the month of August 2017, as determined by the federal department of labor. Each amount that is revised under this paragraph shall be rounded to the nearest multiple of $10 if the revised amount is not a multiple of $10 or, if the revised amount is a multiple of $5, such an amount shall be increased to the next higher multiple of $10. (cr) The municipality shall obtain an additional independent certified audit of the implementation of the operating plan upon termination of the business improvement district. (d) Either the board or the municipality, as specified in the operating plan as adopted, or amended and approved under this section, has all powers necessary or convenient to implement the operating plan, including the power to contract. (4) All special assessments received from a business improvement district and all other appropriations by the municipality or other moneys received for the benefit of the business improvement district shall be placed in a segregated account in the municipal treasury. No disbursements from the account may be made except to reimburse the municipality for appropriations other than special assessments, to pay the costs of audits and reviewed financial statements required under sub. (3) (c), or on order of the board for the purpose of implementing the operating plan. On termination of the business improvement district by the municipality, all moneys collected by special assessment remaining in the account shall be disbursed to the owners of specially assessed property in the business improvement district, in the same proportion as the last collected special assessment. (4g) A municipality may convert a business improvement district under this section into a neighborhood improvement district under s. 66.1110 if an owner of real property that is subject to general real estate taxes, that is used exclusively for residential purposes, and that is located in the business improvement district petitions the municipality for the conversion. If the municipality approves the petition, the board shall consider and may make changes to the operating plan under s. 66.1110 (4) (b). (4m) A municipality shall terminate a business improvement district if the owners of property assessed under the operating plan having a valuation equal to more than 50 percent of the valuation of all property assessed under the operating plan, using the method of valuation specified in the operating plan, or the owners of property assessed under the operating plan having an assessed valuation equal to more than 50 percent of the assessed valuation of all property assessed under the operating plan, file a petition with the planning commission requesting termination of the business improvement district, subject to all of the following conditions: (a) A petition may not be filed under this subsection earlier than one year after the date the municipality first adopts the operating plan for the business improvement district. (b) On and after the date a petition is filed under this subsection, neither the board nor the municipality may enter into any new obligations by contract or otherwise to implement the operating plan until the expiration of 30 days after the date of hearing under par. (c) and unless the business improvement district is not terminated under par. (e). (c) Within 30 days after the filing of a petition under this subsection, the planning commission shall hold a public hearing on the proposed termination. Notice of the hearing shall be published as a class 2 notice under ch. 985. Before publication, a copy of the notice together with a copy of the operating plan and a copy of a detail map showing the boundaries of the business improvement district shall be sent by certified mail to all owners of real property within the business improvement district. The notice shall state the boundaries of the business improvement district and shall indicate that copies of the operating plan are available from the planning commission on request. (d) Within 30 days after the date of hearing under par. (c), every owner of property assessed under the operating plan may send written notice to the planning commission indicating, if the owner signed a petition under this subsection, that the owner retracts the owner's request to terminate the business improvement district, or, if the owner did not sign the petition, that the owner requests termination of the business improvement district. (e) If after the expiration of 30 days after the date of hearing under par. (c), by petition under this subsection or subsequent notification under par. (d), and after subtracting any retractions under par. (d), the owners of property assessed under the operating plan having a valuation equal to more than 50 percent of the valuation of all property assessed under the operating plan, using the method of valuation specified in the operating plan, or the owners of property assessed under the operating plan having an assessed valuation equal to more than 50 percent of the assessed valuation of all property assessed under the operating plan, have requested the termination of the business improvement district, the municipality shall terminate the business improvement district on the date that the obligation with the latest completion date entered into to implement the operating plan expires. (5) (a) Real property used exclusively for residential purposes and real property that is exempted from general property taxes under s. 70.11 may not be specially assessed for purposes of this section. (b) A municipality may terminate a business improvement district at any time. (c) This section does not limit the power of a municipality under other law to regulate the use of or specially assess real property. (d) If real property that is specially assessed as authorized under this section is of mixed use such that part of the real property is exempted from general property taxes under s. 70.11 or is residential, or both, and part of the real property is taxable, the municipality may specially assess as authorized under this section only the percentage of the real property that is not tax-exempt or residential. This paragraph applies only to a 1st class city. History: 1983 a. 184; 1989 a. 56 s. 258; 1999 a. 150 s. 539; Stats. 1999 s. 66.1109; 2001 a. 85; 2017 a. 59, 70, 189. 14 APPENDIX D Legal Opinion 15 APPENDIX E Downtown Oshkosh Business Improvement District Board Members Board Member Category Term Expires Marlo Ambas Owner/Occupant 5/31/2024 Chanda Anderson Non-Owner/Occupant 5/31/2024 Megan Lang, Chair Owner/Non-Occupant 5/31/2022 Kris Larson, Vice Chair Owner/Occupant or Non- Owner/Occupant 5/31/2022 Autumn Urban Non-Owner/Occupant 5/31/2024 Sandra Prunty Owner/Occupant 5/31/2022 David Krumplitsch Non-Owner/Occupant 5/31/2023 Carrie Olson Owner/Occupant 5/31/2022 James Stapel Owner/Non-Occupant or Owner/Occupant 5/31/2023 James Evans Aaron Armstrong Dr. Jill Anderson Derek Mulloy Owner/Occupant Owner/Occupant Owner/Occupant Alternate #1 5/31/2023 5/31/2024 5/31/2023 5/31/2023 Barb Nelson Alternate #2 5/31/2022 REVENUE - 2022 BID ASSESSMENT 150,610$ EXPENSES 150,610$ Breakdown Total Leadership 75,000$ Oshkosh CVB Service Contract (BID Manager)70,000$ Website Maintenance/Office Supplies 5,000$ 75,000$ Recruitment, Retention & Mural Grant Programs 10,000$ Events 13,000$ Waterfest 2,000$ Wine/Beer Walk(s)750$ Holiday Parade 750$ Farmers Market 5,000$ Music in the Square 2,000$ Downtown Events 2,500$ 13,000$ Advertising 15,000$ Gift Card Program 670$ MemberCO 3,000$ Membership Fees -$ Additional Activities and Marketing Materials 850$ Holiday 2,000$ Chalk Walk 150$ 3,000$ Arts and Beautification 32,500$ Monthly Maintenance*-$ Holiday 8,500$ Planter and Bumpout Maintenance** 16,000$ Seagull Mitigation Project 3,000$ Mural Grant Program 5,000$ (*$24,000 to be transferred from Reserves/CI) 32,500$ (**Additional $9,000 to be transferred from Reserves/CI) Storage Unit 1,440$ 150,610$ Reserves/Capital Improvements (Approximately $63,000 at beginning of 2022; $30,000 after transfers) APPENDIX A: 2022 DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT BUDGET TAX ID NO. OWNER ADDRESSASSESSED VALUE% TOTAL ASSESSED VALUEFRONTAGE% TOTAL FRONTAGETOTAL % (VALUE % + FRONTAGE %)TOTAL %/2 (Proportionate Value)2022 ASSESSMENT ON $140,6102021ASSESSMENT ON $140,610$ CHANGE FROM 2021% Change from 20210100960000 NELS H/CAROL J NASLUND 101 ALGOMA BLVD 227,200$ 0.379% 24.00 0.285% 0.664% 0.332%602.51$ 540.64$ 61.87$ 11.44%0100950000 ONE SIX EIGHT ENTERPRISE LLC 103 ALGOMA BLVD 415,700$ 0.693% 50.00 0.594% 1.287% 0.643%1,167.98$ 1,048.22$ 119.76$ 11.42%0700060000 HOOPMAN & CO DOWNTOWN LLC 110 ALGOMA BLVD 663,200$ 1.106% 83.87 0.996% 2.102% 1.051%1,907.56$ 1,712.08$ 195.48$ 11.42%0701220000 STAPEL PROPERTIES LLC 138 ALGOMA BLVD 142,500$ 0.238% 100.00 1.187% 1.425% 0.712%1,293.12$ 1,162.78$ 130.34$ 11.21%0701230000 146 ALGOMA BLVD LLC 146 ALGOMA BLVD 638,400$ 1.065% 80.00 0.950% 2.015% 1.007%1,828.32$ 1,640.94$ 187.38$ 11.42%0100600101 BAYSHORE DEVELOPMENT II LLC 101 COMMERCE ST 6,303,800$ 10.515% 385.32 4.574% 15.089% 7.544%8,400.00$ 8,400.00$ -$ 0.00%0100990100 WILLIAM R MANSKE 300 DIVISION ST 91,000$ 0.152% 40.00 0.475% 0.627% 0.313%568.72$ 511.19$ 57.52$ 11.25%0701240000 STAPEL PROPERTIES LLC 0 DIVISION ST 33,600$ 0.056% 40.00 0.475% 0.531% 0.265%481.82$ 433.40$ 48.43$ 11.17%0701250000 STAPEL PROPERTIES LLC 420 DIVISION ST 139,300$ 0.232% 80.00 0.950% 1.182% 0.591%1,072.79$ 964.51$ 108.28$ 11.23%0100860000 101 HIGH AVE LLC 101 HIGH AVE 108,000$ 0.180% 20.00 0.237% 0.418% 0.209%420.00$ 420.00$ -$ 0.00%0100850000 BROWN BELL PROPERTIES LLC 103 HIGH AVE 283,600$ 0.473% 40.00 0.475% 0.948% 0.474%860.27$ 772.22$ 88.05$ 11.40%0100890000 MAX P/KARIN L HERMANS 114 HIGH AVE 112,200$ 0.187% 20.00 0.237% 0.425% 0.212%420.00$ 420.00$ -$ 0.00%0100870000 KINGS LAUNDRY INC 118 HIGH AVE 24,300$ 0.041% 90.00 1.068% 1.109% 0.554%1,006.45$ 905.61$ 100.84$ 11.13%0101010000 OSHKOSH LUXURY LOFTS LLC 132 HIGH AVE 739,700$ 1.234% 130.00 1.543% 2.777% 1.389%2,520.37$ 2,263.06$ 257.31$ 11.37%0101060000 GILLENS LLC135 HIGH AVE 27,800$ 0.046% 38.00 0.451% 0.497% 0.249%451.50$ 420.00$ 31.50$ 7.50%0101050000 WR RIDGE HOLDINGS LLC 139 HIGH AVE 129,800$ 0.217% 30.00 0.356% 0.573% 0.286%519.71$ 466.81$ 52.90$ 11.33%0101040000 WR RIDGE HOLDINGS LLC 141 HIGH AVE 121,500$ 0.203% 20.00 0.237% 0.440% 0.220%420.00$ 420.00$ -$ 0.00%0101000000 NORTHERN TELEPHONE & DATA CORP 144 HIGH AVE 227,500$ 0.379% 50.00 0.594% 0.973% 0.487%883.09$ 770.39$ 112.70$ 14.63%0101030000 WILKINS 145 LLC 145 HIGH AVE 36,000$ 0.060% 60.00 0.712% 0.772% 0.386%700.94$ 630.58$ 70.36$ 11.16%0101020000 OSHKOSH LUXURY LOFTS LLC 0 HIGH AVE 40,700$ 0.068% 60.00 0.712% 0.780% 0.390%708.05$ 636.95$ 71.11$ 11.16%0100990000 WILLIAM R MANSKE 0 HIGH AVE 30,900$ 0.052% 60.00 0.712% 0.764% 0.382%693.22$ 623.67$ 69.55$ 11.15%0100400000 OSHKOSH INVESTORS LLC 1 N MAIN ST 8,944,100$ 14.918% 257.49 3.057% 17.975% 8.988%8,400.00$ 8,400.00$ -$ 0.00%0800570000 DAYMARK 100 N MAIN LLC/OSHKOSH 620 LLC 100 N MAIN ST 4,695,800$ 7.832% 306.11 3.634% 11.466% 5.733%8,400.00$ 8,400.00$ -$ 0.00%0100300000 FIRST WISC NATL BANK OSHKOSH 111 N MAIN ST 2,963,700$ 4.943% 348.30 4.135% 9.078% 4.539%8,238.99$ 7,840.30$ 398.68$ 5.09%0200030000 206 NORTH MAIN LLC 206 N MAIN ST 177,900$ 0.297% 40.20 0.477% 0.774% 0.387%702.42$ 630.91$ 71.51$ 11.33%0200190000 JON P GRUENSTERN 210 N MAIN ST 100 241,500$ 0.403% 16.68 0.198% 0.601% 0.300%545.29$ 489.04$ 56.25$ 11.50%0200190200 JON P GRUENSTERN 210 N MAIN ST 150 46,200$ 0.077% 16.68 0.198% 0.275% 0.138%420.00$ 420.00$ -$ 0.00%0200190100 NIAGARA FALLS LLC 210 N MAIN ST 200 320,700$ 0.535% 16.68 0.198% 0.733% 0.366%665.18$ 596.38$ 68.80$ 11.54%0200190300 NIAGARA FALLS LLC 210 N MAIN ST B50 16,900$ 0.028% 16.68 0.198% 0.226% 0.113%420.00$ 420.00$ -$ 0.00%0200180000 PAUL J ESSLINGER 216 N MAIN ST 143,800$ 0.240% 26.70 0.317% 0.557% 0.278%505.35$ 453.79$ 51.56$ 11.36%0100140000 CLOVER INVESTMENTS LLC 217 N MAIN ST 542,500$ 0.905% 120.00 1.425% 2.329% 1.165%2,114.11$ 1,898.83$ 215.28$ 11.34%0200020000 THOMAS N RUSCH ETAL 220 N MAIN ST 218,000$ 0.364% 67.00 0.795% 1.159% 0.580%1,051.86$ 945.12$ 106.75$ 11.29%0100130000 KINDRED INVESTMENTS LLC 223 N MAIN ST 223,800$ 0.373% 24.00 0.285% 0.658% 0.329%597.36$ 536.03$ 61.33$ 11.44%0200120000 MCDAY HOLDINGS LLC 224 N MAIN ST 49,600$ 0.083% 20.00 0.237% 0.320% 0.160%420.00$ 420.00$ -$ 0.00%0200010000 BND ENTERPRISES LLC 226 N MAIN ST 122,800$ 0.205% 20.00 0.237% 0.442% 0.221%420.00$ 420.00$ -$ 0.00%0200760000 BBLD LLC300 N MAIN ST 499,100$ 0.832% 156.00 1.852% 2.684% 1.342%2,436.28$ 2,189.08$ 247.20$ 11.29%0200820000 EXCLUSIVE COMPANY CORP 318 N MAIN ST 282,800$ 0.472% 72.00 0.855% 1.326% 0.663%1,203.83$ 1,081.42$ 122.40$ 11.32%0700010000 BAERBROTHER LLC 401 N MAIN ST 142,200$ 0.237% 54.00 0.641% 0.878% 0.439%797.06$ 716.33$ 80.73$ 11.27%0400790000 404 N MAIN ST LLC 404 N MAIN ST 687,100$ 1.146% 92.00 1.092% 2.238% 1.119%2,031.33$ 1,823.31$ 208.02$ 11.41%0700010200 THANK YOU VERY MUCH FOR THE MONEY LLC 407 N MAIN ST 149,700$ 0.250% 40.00 0.475% 0.725% 0.362%657.57$ 590.75$ 66.83$ 11.31%0401000000 FKP PROPERTIES LLC 408 N MAIN ST 260,400$ 0.434% 62.00 0.736% 1.170% 0.585%1,062.18$ 954.10$ 108.08$ 11.33%0700010300 CODY R PYFER/ERICA P MULLOY 411 N MAIN ST 79,000$ 0.132% 29.20 0.347% 0.478% 0.239%434.19$ 420.00$ 14.19$ 3.38%0700020000 JOSEPH F KRUMRICH ETAL 413 N MAIN ST 37,400$ 0.062% 20.00 0.237% 0.300% 0.150%420.00$ 420.00$ -$ 0.00%0400990000 JAMES A GIOMBETTI 414 N MAIN ST 30,900$ 0.052% 16.00 0.190% 0.241% 0.121%420.00$ 420.00$ -$ 0.00%0700030000 HOOPMANS DOWNTOWN LLC 415 N MAIN ST 367,100$ 0.612% 59.80 0.710% 1.322% 0.661%1,200.00$ 1,077.38$ 122.62$ 11.38%0400800000 GIOMBETTI JAMES A 416 N MAIN ST 81,800$ 0.136% 20.00 0.237% 0.374% 0.187%420.00$ 420.00$ -$ 0.00%0400810000 EXCLUSIVE CO CORP THE 418 N MAIN ST 60,700$ 0.101% 20.00 0.237% 0.339% 0.169%420.00$ 420.00$ -$ 0.00%0400820000 D & M RENTALS LLC 420 N MAIN ST 131,400$ 0.219% 20.00 0.237% 0.457% 0.228%420.00$ 420.00$ -$ 0.00%0700080000 HOOPMANS DOWNTOWN OSHKOSH LLC 421 N MAIN ST 364,100$ 0.607% 20.00 0.237% 0.845% 0.422%766.65$ 687.40$ 79.25$ 11.53%0400830000 HOOPMANS DOWNTOWN OSHKOSH LLC 422 N MAIN ST 114,100$ 0.190% 18.00 0.214% 0.404% 0.202%420.00$ 420.00$ -$ 0.00%0700100000 ESCAPE RENTALS LLC 423 N MAIN ST 89,900$ 0.150% 20.00 0.237% 0.387% 0.194%420.00$ 420.00$ -$ 0.00%0400840000 HOOPMANS DOWNTOWN OSHKOSH LLC 424 N MAIN ST 108,100$ 0.180% 18.00 0.214% 0.394% 0.197%420.00$ 420.00$ -$ 0.00%0400850000 JAMES EVANS/GAIL PANSKE 426 N MAIN ST 80,200$ 0.134% 20.00 0.237% 0.371% 0.186%420.00$ 420.00$ -$ 0.00%0700110000 STAPEL PROPERTIES LLC 427 N MAIN ST 336,000$ 0.560% 82.75 0.982% 1.543% 0.771%1,400.18$ 1,257.76$ 142.42$ 11.32%0400860000 HOOPMANS DOWNTOWN OSHKOSH LLC 428 N MAIN ST 97,400$ 0.162% 20.00 0.237% 0.400% 0.200%420.00$ 420.00$ -$ 0.00%0400870000 GRINDERS LLC430 N MAIN ST 167,100$ 0.279% 20.00 0.237% 0.516% 0.258%468.43$ 420.40$ 48.03$ 11.43%0400880000 TOD MAR PROPERTY MANAGEMENT LLP 434 N MAIN ST 282,500$ 0.471% 38.00 0.451% 0.922% 0.461%837.06$ 751.34$ 85.72$ 11.41%0700120000 BRADFORD C BRITTON 435 N MAIN ST 67,100$ 0.112% 27.30 0.324% 0.436% 0.218%420.00$ 420.00$ -$ 0.00%0400980000 TODMAR PROPERTY MANAGEMENT LLP 436 N MAIN ST 168,500$ 0.281% 22.00 0.261% 0.542% 0.271%492.10$ 441.69$ 50.41$ 11.41%0400900000 1627 ELMWOOD LLC 438 N MAIN ST 192,300$ 0.321% 41.00 0.487% 0.807% 0.404%732.84$ 658.18$ 74.66$ 11.34%0700160000 RATCHMAN INVESTMENTS LLC 439 N MAIN ST 140,600$ 0.235% 37.80 0.449% 0.683% 0.342%620.10$ 557.08$ 63.01$ 11.31%0700170000 BARBARA KIFLE-COUILLARD/JOEL COUILLARD 441 N MAIN ST 81,600$ 0.136% 20.00 0.237% 0.374% 0.187%420.00$ 420.00$ -$ 0.00%APPENDIX B: 2022 DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT ASSESSMENT ROLLASSESSMENT OF $150,610.00, $420.00 MINIMUM, $8,400.00 MAXIMUM ASSESSMENT* TAX ID NO. OWNER ADDRESSASSESSED VALUE% TOTAL ASSESSED VALUEFRONTAGE% TOTAL FRONTAGETOTAL % (VALUE % + FRONTAGE %)TOTAL %/2 (Proportionate Value)2022 ASSESSMENT ON $140,6102021ASSESSMENT ON $140,610$ CHANGE FROM 2021% Change from 2021APPENDIX B: 2022 DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT ASSESSMENT ROLLASSESSMENT OF $150,610.00, $420.00 MINIMUM, $8,400.00 MAXIMUM ASSESSMENT*0700190000 STAPEL PROPERTIES LLC 445 N MAIN ST 110,200$ 0.184% 38.00 0.451% 0.635% 0.317%576.23$ 517.82$ 58.41$ 11.28%0400960000 JAHNKE 448 MAIN LLC 448 N MAIN ST UNIT 1 355,800$ 0.593% 38.20 0.453% 1.047% 0.523%950.17$ 852.62$ 97.55$ 11.44%0700140000 STAPEL PROPERTIES LLC 451 N MAIN ST 232,000$ 0.387% 85.60 1.016% 1.403% 0.702%1,273.45$ 1,144.45$ 129.01$ 11.27%0400950000 JOHN J/KATHLEEN A SAKSCHEK 452 N MAIN ST 122,800$ 0.205% 20.00 0.237% 0.442% 0.221%420.00$ 420.00$ -$ 0.00%0700200000 CARL A/LEONA L STAPEL 455 N MAIN ST 49,100$ 0.082% 20.00 0.237% 0.319% 0.160%420.00$ 420.00$ -$ 0.00%0401070000 MADONNA J HILL 456 N MAIN ST 189,500$ 0.316% 38.50 0.457% 0.773% 0.387%701.66$ 630.14$ 71.52$ 11.35%0700210000 STAPEL PROPERTIES LLC 457 N MAIN ST 49,500$ 0.083% 20.00 0.237% 0.320% 0.160%420.00$ 420.00$ -$ 0.00%0700240000 STAPEL PROPERTIES LLC 459 N MAIN ST 79,100$ 0.132% 40.00 0.475% 0.607% 0.303%550.70$ 495.06$ 55.64$ 11.24%0700230000 STAPEL PROPERTIES I LLC 463 N MAIN ST 67,600$ 0.113% 20.00 0.237% 0.350% 0.175%420.00$ 420.00$ -$ 0.00%0700220000 STAPEL PROPERTIES I LLC 465 N MAIN ST 88,200$ 0.147% 18.50 0.220% 0.367% 0.183%420.00$ 420.00$ -$ 0.00%0400940000 BENT BLOCK OSHKOSH LLC 480 N MAIN ST 594,000$ 0.991% 60.00 0.712% 1.703% 0.852%1,545.63$ 1,386.84$ 158.79$ 11.45%0401080000 WAGNER OPERA HOUSE LLC 500 N MAIN ST 514,000$ 0.857% 140.00 1.662% 2.519% 1.260%2,286.45$ 2,054.13$ 232.32$ 11.31%0700260000 JAMES H LANG PROPERTIES INC 501 N MAIN ST 870,700$ 1.452% 88.00 1.045% 2.497% 1.248%2,266.16$ 2,033.35$ 232.81$ 11.45%0700290000 OLH LLC511 N MAIN ST 105,700$ 0.176% 20.00 0.237% 0.414% 0.207%420.00$ 420.00$ -$ 0.00%0700270000 3710 LISBON LLC 513 N MAIN ST 113,100$ 0.189% 20.00 0.237% 0.426% 0.213%420.00$ 420.00$ -$ 0.00%0700280000 ALEE CHASE INVESTMENTS LLC 515 N MAIN ST 120,600$ 0.201% 20.00 0.237% 0.439% 0.219%420.00$ 420.00$ -$ 0.00%0700320000 MARILYN J BACKUS 519 N MAIN ST 301,100$ 0.502% 60.00 0.712% 1.215% 0.607%1,102.24$ 989.87$ 112.37$ 11.35%0700340000 TENNIES JEWELRY PROPERTIES LLC 523 N MAIN ST 61,500$ 0.103% 20.00 0.237% 0.340% 0.170%420.00$ 420.00$ -$ 0.00%0700350100 531 N MAIN LLC531 N MAIN ST 1,119,900$ 1.868% 70.00 0.831% 2.699% 1.349%2,449.46$ 2,196.56$ 252.90$ 11.51%0700360000 537 N MAIN STREET LLC 537 N MAIN ST 182,200$ 0.304% 120.00 1.425% 1.728% 0.864%1,568.70$ 1,410.51$ 158.19$ 11.21%0401150100 BRICKHOUSE PROPERTIES LLC 544 N MAIN ST 381,000$ 0.635% 89.46 1.062% 1.698% 0.849%1,540.60$ 1,383.82$ 156.78$ 11.33%0700380000 547 N MAIN LLC547 N MAIN ST 207,600$ 0.346% 170.00 2.018% 2.364% 1.182%2,145.85$ 1,929.76$ 216.09$ 11.20%0401620000 FOX RIVER DEVELOPMENT CO LLC 558 N MAIN ST 403,600$ 0.673% 100.00 1.187% 1.860% 0.930%1,688.37$ 1,516.65$ 171.72$ 11.32%0401680100 J WEST RENTALS LLC 570 N MAIN ST 506,600$ 0.845% 140.75 1.671% 2.516% 1.258%2,283.33$ 2,051.37$ 231.95$ 11.31%0700460000 JRD INVESTMENTS LLC 571 N MAIN ST 512,600$ 0.855% 150.40 1.785% 2.640% 1.320%2,396.38$ 2,153.08$ 243.30$ 11.30%0401700200 576 578 582 NORTH MAIN STREET LLC 576 N MAIN ST 70,300$ 0.117% 30.00 0.356% 0.473% 0.237%429.64$ 420.00$ 9.64$ 2.30%0700500000 HOOPMAN & CO DOWNTOWN LLC 579 N MAIN ST 227,100$ 0.379% 39.60 0.470% 0.849% 0.424%770.43$ 691.77$ 78.66$ 11.37%0401700100 J WEST RENTALS LLC 582 N MAIN ST 115,300$ 0.192% 45.21 0.537% 0.729% 0.365%661.63$ 594.64$ 66.99$ 11.27%0401710000 ALFRED J/BONNIE M/JEFFREY J VERNER 584 N MAIN ST 88,700$ 0.148% 45.00 0.534% 0.682% 0.341%619.10$ 556.56$ 62.55$ 11.24%0100170000 BL BRANCH GROUP II LLC 0 N MAIN ST 71,000$ 0.118% 88.90 1.055% 1.174% 0.587%1,065.29$ 958.24$ 107.05$ 11.17%0401600000 FOX RIVER DEVELOPMENT CO/BRICKHOUSE PROP 0 N MAIN ST 47,800$ 0.080% 60.80 0.722% 0.802% 0.401%727.42$ 654.33$ 73.09$ 11.17%0401720000 J WEST RENTALS LLC 17 E PARKWAY AVE 82,600$ 0.138% 120.00 1.425% 1.562% 0.781%1,417.92$ 1,275.52$ 142.40$ 11.16%0700640000 VALLEY MARKETING PROPERTIES LLC 11 W PARKWAY AVE 77,800$ 0.130% 87.50 1.039% 1.169% 0.584%1,060.50$ 953.88$ 106.62$ 11.18%0100810000 BL BRANCH GROUP II LLC 50 PEARL AVE 1,100,000$ 1.835% 245.00 2.908% 4.743% 2.372%4,304.80$ 3,866.47$ 438.33$ 11.34%0100600000 CITY CENTER ASSOCIATES LLC 201 PEARL AVE 11,351,400$ 18.934% 892.18 10.591% 29.525% 14.763%8,400.00$ 8,400.00$ -$ 0.00%0100770000 ANNE B HILLENBRAND TRUSTEE 222 PEARL AVE 145,900$ 0.243% 40.00 0.475% 0.718% 0.359%651.82$ 585.60$ 66.22$ 11.31%0101180000 OSHKOSH COMMUNITY CREDIT UNION 250 PEARL AVE 242,700$ 0.405% 173.70 2.062% 2.467% 1.233%2,238.85$ 2,013.20$ 225.64$ 11.21%0800350000 STATE STREET SUITES LLC 126 STATE ST 454,500$ 0.758% 168.50 2.000% 2.758% 1.379%2,503.44$ 2,249.84$ 253.60$ 11.27%0200240000 WINNEBAGO COUNTY 206 STATE ST 339,400$ 0.566% 80.00 0.950% 1.516% 0.758%1,375.70$ 1,235.71$ 139.99$ 11.33%0200230000 OSHKOSH MARTIAL EDUCATION CENTER LLC 208 STATE ST 322,600$ 0.538% 80.00 0.950% 1.488% 0.744%1,350.27$ 1,212.94$ 137.33$ 11.32%0200210000 OSHKOSH BUSINESS CENTER III LLC 216 STATE ST 127,200$ 0.212% 54.00 0.641% 0.853% 0.427%774.35$ 696.00$ 78.35$ 11.26%0200080000 S BAYER HOLDINGS LLC 219 STATE ST 220,000$ 0.367% 47.90 0.569% 0.936% 0.468%849.11$ 762.63$ 86.48$ 11.34%0200200000 OSHKOSH BUSINESS CENTER III LLC 224 STATE ST 272,800$ 0.455% 75.20 0.893% 1.348% 0.674%1,223.17$ 1,098.90$ 124.27$ 11.31%0200640000 HARRY E/PRISCILLA KIECKHAFER REV TRUST 300 STATE ST 204,900$ 0.342% 40.00 0.475% 0.817% 0.408%741.14$ 665.56$ 75.57$ 11.36%0401030000 404 N MAIN ST LLC 16 WASHINGTON AVE 284,600$ 0.475% 97.00 1.152% 1.626% 0.813%1,475.90$ 1,326.28$ 149.63$ 11.28%0200880100 DISCOVERY PROPERTIES LLC 105 WASHINGTON AVE 1,758,700$ 2.933% 119.43 1.418% 4.351% 2.176%3,949.03$ 3,541.63$ 407.40$ 11.50%0200620100 DISCOVERY PROPERTIES LLC 108 WAUGOO AVE 224,900$ 0.375% 129.20 1.534% 1.909% 0.954%1,732.46$ 1,557.59$ 0200110000 REIMER SNIDER PROPERTIES LLC 9 WAUGOO AVE 75,700$ 0.126% 34.50 0.410% 0.536% 0.268%486.30$ 437.12$ 49.17$ 11.25%0200100000 ARMSTRONG REAL ESTATE GROUP LLC 13 WAUGOO AVE 130,300$ 0.217% 20.50 0.243% 0.461% 0.230%420.00$ 420.00$ -$ 0.00%0200090000 ARMSTRONG REAL ESTATE GROUP LLC 0 WAUGOO AVE 10,400$ 0.017% 34.50 0.410% 0.427% 0.213%420.00$ 420.00$ -$ 0.00%0200140000 DEBRA J TOMAN/SANDRA PRUNTY 17 WAUGOO AVE 48,700$ 0.081% 20.00 0.237% 0.319% 0.159%420.00$ 420.00$ -$ 0.00%0200150000 SANDRA L PRUNTY 19 WAUGOO AVE 104,800$ 0.175% 40.00 0.475% 0.650% 0.325%589.61$ 529.89$ 59.71$ 11.27%0200160000 JACOPA INC25 WAUGOO AVE 65,400$ 0.109% 20.00 0.237% 0.347% 0.173%420.00$ 420.00$ -$ 0.00%0200170000 JACOPA INC0 WAUGOO AVE 6,700$ 0.011% 24.00 0.285% 0.296% 0.148%420.00$ 420.00$ -$ 0.00%TOTALS 59,953,300$ 100.000% 8423.59 100.000% 200.000% 100.000% 150,610.00$ 140,610.00$ 10,000.00$ 7.11%*Properties with a Proportionate Value less than 0.2314% are assessed $420.00. Properties with a Proportionate Value greater than 4.6278% are assessed $8,400.00.A rate of $181,512.20 is used to calculate assessments for properties with a Proportionate Value between 0.2314% and 4.6278%. BID Manager Report October 2021 Priorities for the Month:  Post on social media 5+ times per week  Continue email template to be sent out to property/business owners  Change message on interchangeable sign  Continuous website updates  Participate in biweekly Community Partner Update with Oshkosh community leaders  Attend monthly Chamber EDAC meetings and give monthly BID update  Meet with Rob Kleman from the Chamber and Tricia Rathermal from GOEDC once per month for downtown opportunity update  Reconcile gift card account and BID invoices every Friday  Develop and send community newsletter (I send these as I feel they are needed)  Create monthly Oshkosh Herald and Houck bus ads  Put on First Friday event every First Friday of each month Committee Reports: MemberCO o Put together the monthly agenda o Sent out prior minutes and agenda o Attended monthly meeting Beautification/Retention Grant/Mural Grant o Beautification o Mural Project  Emma Daisy Mural: tons of photos shared post completion!  Fairy Lane at 525 N Main: Set to complete North facing wall of Tennie’s in October o 2022 banner design and sponsorships  UWO Banners went up 8/27  2022 banners are being designed by Quill Creative o Electrical box wraps:  Goal completion date late October, early November o Blade sign update – Sean o Window Genie installing more lights in Opera House Square end of October o Holiday decorations will go up week of November 8th, volunteers needed for moving lights and ornaments and install o 2022 contracts o Retention Grant o Komoto Scooters – 300 State Street $1000.00 o Recruitment Grant o No pending applications o Mural Grant o No pending applications Marketing & Communications  No update Events  No update Other Highlights/Projects  CVB Destination Oshkosh committee  Holiday Parade Update  Downtown for the Holidays Update o 11/18 – Parade and Tree Lighting (Sponsor: Oshkosh Corp) o 11/20 – Stay, Shop & Play (Best Western) o 11/27 – Small Business Saturday o 12/3 – December First Friday o 12/11 – Reindeer in the Square (Sponsor: WI Herd), Holiday Wine Walk o All season: CVB Shop Local Campaign, Photo Opportunities, Letters to Santa  Presented with CVB at Oshkosh North Communities day at Gibson Social Club  Presented at Kiwanis about Downtown BID 9/24  Assist CVB with Travel Wisconsin article/photo shoot  Presented at 10/12 Common Council meeting about the BID  2022 Budget and Operating Plan  WI Main Street Connect Communities Application (due 10/15)