HomeMy WebLinkAbout23. 21-557NOVEMBER 9, 2021 21-557 RESOLUTION
(CARRIED___7-0_____LOST______LAID OVER______WITHDRAWN______)
PURPOSE: APPROVE 2022 BUSINESS IMPROVEMENT DISTRICT
OPERATING PLAN AND BUDGET ($140,610.00)
INITIATED BY: DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT
DISTRICT BOARD
BID BOARD RECOMMENDATION: Approved
BE IT RESOLVED by the Common Council of the City of Oshkosh that the
attached Downtown Oshkosh Business Improvement District 2022 Operating Plan and
Budget in the amount of $140,610.00 and carried forward reserves and revenues is hereby
approved and adopted.
City Hall • 215 Church Avenue • P.O. Box 1130 • Oshkosh, WI 54903-1130
http://www.ci.oshkosh.wi.us
TO: Honorable Mayor and Members of the Common Council
FROM: Kelly Nieforth, Community Development Director
DATE: November 4, 2021
RE: Approve 2022 Downtown Oshkosh Business Improvement District Operating
Plan and Budget
BACKGROUND
The Downtown Oshkosh Business Improvement District (BID) Board is required to develop an
annual operating plan and budget which includes a calculation of assessment according to the
statutory formula. The contents of the plan are mandated by Statute and have been approved
by the City Attorney as consistent with statutory requirements. The Common Council’s role is
to review and approve or deny the operating plan and budget as presented. Any suggested
changes or alterations to the plan or budget must be referred back to the BID Board for their
consideration.
ANALYSIS
The proposed assessment remains unchanged from 2021 at $140,610.00. The BID Board
approved an increase to the minimum special assessment from $420.00 to $445.00 and the
maximum special assessment from $8,400.00 to $8,820.00 representing a 5.95% and 5.00%
increase, respectively. As a whole, the assessed property value of the BID is currently
$59,953,300, which is a decrease of $312,500 from last year resulting from a reduction in the
assessed value of the U.S. Bank property at 111 N. Main Street. The board did not approve
$15,000 for continued support of the City’s Parking Utility as they felt the $15,000 would be
better spent on promoting the BID as a destination for visitors and local residents. In order to
make up the $15,000 gap in the Parking Utility’s budget, city staff recommended increasing the
monthly parking permits from $20 to $30 and the annual parking permit cost from $210 to $340.
The BID is a self-assessing entity and receives no direct City funding for their operating budget.
In terms of fiscal impact on BID property owners, 45 properties will experience a 5.95% increase
in their assessment due to the increase of the minimum assessment ($420 to $445). Four
properties will have an increase of 5.00% due to the increase of the maximum assessment ($8,400
to $8,820). Properties falling between the minimum and maximum assessment will see a
reduction, averaging -2.51% amongst 71 properties.
City Hall • 215 Church Avenue • P.O. Box 1130 • Oshkosh, WI 54903-1130
http://www.ci.oshkosh.wi.us
FISCAL IMPACT
The BID is a self-assessing entity and receives no direct City funding for their operating budget.
In terms of fiscal impact on BID property owners, most assessable properties will have minor
decreases to their assessments mostly ranging from 1.50% to 2.00%.
RECOMMENDATION
The Common Council approves the 2022 Downtown Oshkosh Business Improvement District
Operating Plan and Budget.
Respectfully Submitted, Approved,
Kelly Nieforth Mark A. Rohloff
Community Development Director City Manager
DOWNTOWN OSHKOSH
BUSINESS IMPROVEMENT DISTRICT
2022 OPERATING PLAN
BID Board Approved: October 19, 2021
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
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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.
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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.
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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 Grant Programs $10,000
Money to be disbursed based on approved applications submitted; grant amounts vary based on
requested/approved grant amounts.
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.
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
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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.
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 $1,000
Funds used to support the ACH pooling account, including the monthly fee of the program and
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transaction fees.
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 $22,170 budgeted, additional $43,330 to be transferred from Reserves
Contracted Services $0 budgeted, $24,000 to be transferred from Reserves
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 $5,670 budgeted, additional $19,330 to be transferred from
Reserves
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 $19,330 will be transferred from Reserves for Planter
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.
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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).
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.
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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.
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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 2021, the BID Board approved an increase to the minimum special assessment from $420.00 to
$445.00 and the maximum special assessment from $8,400.00 to $8,820.00 representing a 5.95%
and 5.00% increase, respectively.
Properties with a proportionate value between 0.0000% and 0.2798% are assessed the minimum
special assessment of $445.00.
Properties with a proportionate value greater than 5.5464% are assessed the maximum special
assessment of $8,820.00.
For properties with a proportionate value between 0.2798% and 5.5464% - The property’s
proportionate value is multiplied by $1,590.2298, resulting in the special assessment for the
property.
Example: 101 Algoma Boulevard has a Proportionate Value of 0.331938%. When multiplied
by $1,590.2298, the special assessment is $527.86.
(0.331938% x $1,590.2298= $527.86)
The raw data, assessment calculations and proposed District assessment for each property in the
Downtown Oshkosh Business Improvement District are presented in Appendix B. The data for the
assessment method have been obtained from the files of the City Assessor and are subject to final
tabulation by the City. To account for street front footages, the frontage of the property’s primary
address as identified by the City Assessor is used. Properties with more than one street frontage are
not combined.
Only property used for commercial and manufacturing purposes, including real property used
exclusively for manufacturing purposes, in the District will be assessed. Real property used
exclusively for residential (single and two-family) purposes will not be assessed.
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REVENUE - 2022 BID ASSESSMENT 140,610$
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 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 1,000$
MemberCO 3,000$
Membership Fees -$
Additional Activities and Marketing Materials 850$
Holiday 2,000$
Chalk Walk 150$
3,000$
Arts and Beautification 22,170$
Monthly Maintenance*-$
Holiday 8,500$
Planter and Bumpout Maintenance** 5,670$
Seagull Mitigation Project 3,000$
Mural Grant Program 5,000$
(*$24,000 to be transferred from Reserves/CI) 22,170$
(**Additional $19,330 to be transferred from Reserves/CI)
Storage Unit 1,440$
140,610$
Reserves/Capital Improvements
(Approximately $63,000 at beginning of 2022; $19,670 after transfers)
APPENDIX A: 2022 DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT BUDGET
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TAX ID NO. OWNER ADDRESSASSESSED VALUE% TOTAL ASSESSED VALUEFRONTAGE% TOTAL FRONTAGETOTAL % (VALUE % + FRONTAGE TOTAL %/2 (Proportionate Value)2022 ASSESSMENT ON $140,6102021 ASSESSMENT 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%527.86$ 540.64$ (12.78)$ -2.36%0100950000 ONE SIX EIGHT ENTERPRISE LLC 103 ALGOMA BLVD 415,700$ 0.693% 50.00 0.594% 1.287% 0.643%1,023.27$ 1,048.22$ (24.95)$ -2.38%0700060000 HOOPMAN & CO DOWNTOWN LLC 110 ALGOMA BLVD 663,200$ 1.106% 83.87 0.996% 2.102% 1.051%1,671.21$ 1,712.08$ (40.87)$ -2.39%0701220000 STAPEL PROPERTIES LLC 138 ALGOMA BLVD 142,500$ 0.238% 100.00 1.187% 1.425% 0.712%1,132.90$ 1,162.78$ (29.88)$ -2.57%0701230000 146 ALGOMA BLVD LLC 146 ALGOMA BLVD 638,400$ 1.065% 80.00 0.950% 2.015% 1.007%1,601.79$ 1,640.94$ (39.15)$ -2.39%0100600101 BAYSHORE DEVELOPMENT II LLC 101 COMMERCE ST 6,303,800$ 10.515% 385.32 4.574% 15.089% 7.544%8,820.00$ 8,400.00$ 420.00$ 5.00%0100990100 WILLIAM R MANSKE 300 DIVISION ST 91,000$ 0.152% 40.00 0.475% 0.627% 0.313%498.25$ 511.19$ (12.94)$ -2.53%0701240000 STAPEL PROPERTIES LLC 0 DIVISION ST 33,600$ 0.056% 40.00 0.475% 0.531% 0.265%445.00$ 433.40$ 11.60$ 2.68%0701250000 STAPEL PROPERTIES LLC 420 DIVISION ST 139,300$ 0.232% 80.00 0.950% 1.182% 0.591%939.87$ 964.51$ (24.64)$ -2.55%0100860000 101 HIGH AVE LLC 101 HIGH AVE 108,000$ 0.180% 20.00 0.237% 0.418% 0.209%445.00$ 420.00$ 25.00$ 5.95%0100850000 BROWN BELL PROPERTIES LLC 103 HIGH AVE 283,600$ 0.473% 40.00 0.475% 0.948% 0.474%753.68$ 772.22$ (18.54)$ -2.40%0100890000 MAX P/KARIN L HERMANS 114 HIGH AVE 112,200$ 0.187% 20.00 0.237% 0.425% 0.212%445.00$ 420.00$ 25.00$ 5.95%0100870000 KINGS LAUNDRY INC 118 HIGH AVE 24,300$ 0.041% 90.00 1.068% 1.109% 0.554%881.75$ 905.61$ (23.86)$ -2.64%0101010000 OSHKOSH LUXURY LOFTS LLC 132 HIGH AVE 739,700$ 1.234% 130.00 1.543% 2.777% 1.389%2,208.10$ 2,263.06$ (54.96)$ -2.43%0101060000 GILLENS LLC135 HIGH AVE 27,800$ 0.046% 38.00 0.451% 0.497% 0.249%445.00$ 420.00$ 25.00$ 5.95%0101050000 WR RIDGE HOLDINGS LLC 139 HIGH AVE 129,800$ 0.217% 30.00 0.356% 0.573% 0.286%455.32$ 466.81$ (11.49)$ -2.46%0101040000 WR RIDGE HOLDINGS LLC 141 HIGH AVE 121,500$ 0.203% 20.00 0.237% 0.440% 0.220%445.00$ 420.00$ 25.00$ 5.95%0101000000 NORTHERN TELEPHONE & DATA CORP 144 HIGH AVE 227,500$ 0.379% 50.00 0.594% 0.973% 0.487%773.67$ 770.39$ 3.28$ 0.43%0101030000 WILKINS 145 LLC 145 HIGH AVE 36,000$ 0.060% 60.00 0.712% 0.772% 0.386%614.09$ 630.58$ (16.49)$ -2.61%0101020000 OSHKOSH LUXURY LOFTS LLC 0 HIGH AVE 40,700$ 0.068% 60.00 0.712% 0.780% 0.390%620.33$ 636.95$ (16.62)$ -2.61%0100990000 WILLIAM R MANSKE 0 HIGH AVE 30,900$ 0.052% 60.00 0.712% 0.764% 0.382%607.33$ 623.67$ (16.34)$ -2.62%0100400000 OSHKOSH INVESTORS LLC 1 N MAIN ST 8,944,100$ 14.918% 257.49 3.057% 17.975% 8.988%8,820.00$ 8,400.00$ 420.00$ 5.00%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%8,820.00$ 8,400.00$ 420.00$ 5.00%0100300000 FIRST WISC NATL BANK OSHKOSH 111 N MAIN ST2,963,700$ 4.943% 348.30 4.135% 9.078% 4.539%7,218.18$ 7,840.30$ (622.12)$ -7.93%0200030000 206 NORTH MAIN LLC 206 N MAIN ST 177,900$ 0.297% 40.20 0.477% 0.774% 0.387%615.39$ 630.91$ (15.52)$ -2.46%0200190000 JON P GRUENSTERN 210 N MAIN ST 100 241,500$ 0.403% 16.68 0.198% 0.601% 0.300%477.73$ 489.04$ (11.31)$ -2.31%0200190200 JON P GRUENSTERN 210 N MAIN ST 150 46,200$ 0.077% 16.68 0.198% 0.275% 0.138%445.00$ 420.00$ 25.00$ 5.95%0200190100 NIAGARA FALLS LLC 210 N MAIN ST 200 320,700$ 0.535% 16.68 0.198% 0.733% 0.366%582.76$ 596.38$ (13.62)$ -2.28%0200190300 NIAGARA FALLS LLC 210 N MAIN ST B50 16,900$ 0.028% 16.68 0.198% 0.226% 0.113%445.00$ 420.00$ 25.00$ 5.95%0200180000 PAUL J ESSLINGER 216 N MAIN ST 143,800$ 0.240% 26.70 0.317% 0.557% 0.278%445.00$ 453.79$ (8.79)$ -1.94%0100140000 CLOVER INVESTMENTS LLC 217 N MAIN ST 542,500$ 0.905% 120.00 1.425% 2.329% 1.165%1,852.17$ 1,898.83$ (46.66)$ -2.46%0200020000 THOMAS N RUSCH ETAL 220 N MAIN ST 218,000$ 0.364% 67.00 0.795% 1.159% 0.580%921.54$ 945.12$ (23.58)$ -2.49%0100130000 KINDRED INVESTMENTS LLC 223 N MAIN ST 223,800$ 0.373% 24.00 0.285% 0.658% 0.329%523.35$ 536.03$ (12.68)$ -2.37%0200120000 MCDAY HOLDINGS LLC 224 N MAIN ST 49,600$ 0.083% 20.00 0.237% 0.320% 0.160%445.00$ 420.00$ 25.00$ 5.95%0200010000 BND ENTERPRISES LLC 226 N MAIN ST 122,800$ 0.205% 20.00 0.237% 0.442% 0.221%445.00$ 420.00$ 25.00$ 5.95%0200760000 BBLD LLC300 N MAIN ST 499,100$ 0.832% 156.00 1.852% 2.684% 1.342%2,134.42$ 2,189.08$ (54.66)$ -2.50%0200820000 EXCLUSIVE COMPANY CORP 318 N MAIN ST 282,800$ 0.472% 72.00 0.855% 1.326% 0.663%1,054.67$ 1,081.42$ (26.75)$ -2.47%0700010000 BAERBROTHER LLC 401 N MAIN ST 142,200$ 0.237% 54.00 0.641% 0.878% 0.439%698.30$ 716.33$ (18.03)$ -2.52%0400790000 404 N MAIN ST LLC 404 N MAIN ST 687,100$ 1.146% 92.00 1.092% 2.238% 1.119%1,779.65$ 1,823.31$ (43.66)$ -2.39%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%576.10$ 590.75$ (14.65)$ -2.48%0401000000 FKP PROPERTIES LLC 408 N MAIN ST 260,400$ 0.434% 62.00 0.736% 1.170% 0.585%930.58$ 954.10$ (23.52)$ -2.47%0700010300 CODY R PYFER/ERICA P MULLOY 411 N MAIN ST 79,000$ 0.132% 29.20 0.347% 0.478% 0.239%445.00$ 420.00$ 25.00$ 5.95%0700020000 JOSEPH F KRUMRICH ETAL 413 N MAIN ST 37,400$ 0.062% 20.00 0.237% 0.300% 0.150%445.00$ 420.00$ 25.00$ 5.95%0400990000 JAMES A GIOMBETTI 414 N MAIN ST 30,900$ 0.052% 16.00 0.190% 0.241% 0.121%445.00$ 420.00$ 25.00$ 5.95%0700030000 HOOPMANS DOWNTOWN LLC 415 N MAIN ST 367,100$ 0.612% 59.80 0.710% 1.322% 0.661%1,051.32$ 1,077.38$ (26.06)$ -2.42%0400800000 GIOMBETTI JAMES A 416 N MAIN ST 81,800$ 0.136% 20.00 0.237% 0.374% 0.187%445.00$ 420.00$ 25.00$ 5.95%0400810000 EXCLUSIVE CO CORP THE 418 N MAIN ST 60,700$ 0.101% 20.00 0.237% 0.339% 0.169%445.00$ 420.00$ 25.00$ 5.95%0400820000 D & M RENTALS LLC 420 N MAIN ST 131,400$ 0.219% 20.00 0.237% 0.457% 0.228%445.00$ 420.00$ 25.00$ 5.95%0700080000 HOOPMANS DOWNTOWN OSHKOSH LLC 421 N MAIN ST 364,100$ 0.607% 20.00 0.237% 0.845% 0.422%671.66$ 687.40$ (15.74)$ -2.29%0400830000 HOOPMANS DOWNTOWN OSHKOSH LLC 422 N MAIN ST 114,100$ 0.190% 18.00 0.214% 0.404% 0.202%445.00$ 420.00$ 25.00$ 5.95%0700100000 ESCAPE RENTALS LLC 423 N MAIN ST 89,900$ 0.150% 20.00 0.237% 0.387% 0.194%445.00$ 420.00$ 25.00$ 5.95%0400840000 HOOPMANS DOWNTOWN OSHKOSH LLC 424 N MAIN ST 108,100$ 0.180% 18.00 0.214% 0.394% 0.197%445.00$ 420.00$ 25.00$ 5.95%0400850000 JAMES EVANS/GAIL PANSKE 426 N MAIN ST 80,200$ 0.134% 20.00 0.237% 0.371% 0.186%445.00$ 420.00$ 25.00$ 5.95%0700110000 STAPEL PROPERTIES LLC 427 N MAIN ST 336,000$ 0.560% 82.75 0.982% 1.543% 0.771%1,226.70$ 1,257.76$ (31.06)$ -2.47%0400860000 HOOPMANS DOWNTOWN OSHKOSH LLC 428 N MAIN ST 97,400$ 0.162% 20.00 0.237% 0.400% 0.200%445.00$ 420.00$ 25.00$ 5.95%0400870000 GRINDERS LLC430 N MAIN ST 167,100$ 0.279% 20.00 0.237% 0.516% 0.258%445.00$ 420.40$ 24.60$ 5.85%0400880000 TOD MAR PROPERTY MANAGEMENT LLP 434 N MAIN ST 282,500$ 0.471% 38.00 0.451% 0.922% 0.461%733.35$ 751.34$ (17.99)$ -2.39%0700120000 BRADFORD C BRITTON 435 N MAIN ST 67,100$ 0.112% 27.30 0.324% 0.436% 0.218%445.00$ 420.00$ 25.00$ 5.95%0400980000 TODMAR PROPERTY MANAGEMENT LLP 436 N MAIN ST 168,500$ 0.281% 22.00 0.261% 0.542% 0.271%445.00$ 441.69$ 3.31$ 0.75%APPENDIX B: 2022 DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT ASSESSMENT ROLLASSESSMENT OF $140,610.00, $445.00 MINIMUM, $8,820.00 MAXIMUM ASSESSMENT*
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TAX ID NO. OWNER ADDRESSASSESSED VALUE% TOTAL ASSESSED VALUEFRONTAGE% TOTAL FRONTAGETOTAL % (VALUE % + FRONTAGE TOTAL %/2 (Proportionate Value)2022 ASSESSMENT ON $140,6102021 ASSESSMENT ON $140,610$ CHANGE FROM 2021% Change from 20210400900000 1627 ELMWOOD LLC 438 N MAIN ST 192,300$ 0.321% 41.00 0.487% 0.807% 0.404%642.04$ 658.18$ (16.14)$ -2.45%0700160000 RATCHMAN INVESTMENTS LLC 439 N MAIN ST 140,600$ 0.235% 37.80 0.449% 0.683% 0.342%543.27$ 557.08$ (13.81)$ -2.48%0700170000 BARBARA KIFLE-COUILLARD/JOEL COUILLARD 441 N MAIN ST 81,600$ 0.136% 20.00 0.237% 0.374% 0.187%445.00$ 420.00$ 25.00$ 5.95%0700190000 STAPEL PROPERTIES LLC 445 N MAIN ST 110,200$ 0.184% 38.00 0.451% 0.635% 0.317%504.84$ 517.82$ (12.98)$ -2.51%0400960000 JAHNKE 448 MAIN LLC 448 N MAIN ST UNIT 1 355,800$ 0.593% 38.20 0.453% 1.047% 0.523%832.45$ 852.62$ (20.17)$ -2.37%0700140000 STAPEL PROPERTIES LLC 451 N MAIN ST 232,000$ 0.387% 85.60 1.016% 1.403% 0.702%1,115.67$ 1,144.45$ (28.78)$ -2.51%0400950000 JOHN J/KATHLEEN A SAKSCHEK 452 N MAIN ST 122,800$ 0.205% 20.00 0.237% 0.442% 0.221%445.00$ 420.00$ 25.00$ 5.95%0700200000 CARL A/LEONA L STAPEL 455 N MAIN ST 49,100$ 0.082% 20.00 0.237% 0.319% 0.160%445.00$ 420.00$ 25.00$ 5.95%0401070000 MADONNA J HILL 456 N MAIN ST 189,500$ 0.316% 38.50 0.457% 0.773% 0.387%614.73$ 630.14$ (15.41)$ -2.45%0700210000 STAPEL PROPERTIES LLC 457 N MAIN ST 49,500$ 0.083% 20.00 0.237% 0.320% 0.160%445.00$ 420.00$ 25.00$ 5.95%0700240000 STAPEL PROPERTIES LLC 459 N MAIN ST 79,100$ 0.132% 40.00 0.475% 0.607% 0.303%482.47$ 495.06$ (12.59)$ -2.54%0700230000 STAPEL PROPERTIES I LLC 463 N MAIN ST 67,600$ 0.113% 20.00 0.237% 0.350% 0.175%445.00$ 420.00$ 25.00$ 5.95%0700220000 STAPEL PROPERTIES I LLC 465 N MAIN ST 88,200$ 0.147% 18.50 0.220% 0.367% 0.183%445.00$ 420.00$ 25.00$ 5.95%0400940000 BENT BLOCK OSHKOSH LLC 480 N MAIN ST 594,000$ 0.991% 60.00 0.712% 1.703% 0.852%1,354.13$ 1,386.84$ (32.71)$ -2.36%0401080000 WAGNER OPERA HOUSE LLC 500 N MAIN ST 514,000$ 0.857% 140.00 1.662% 2.519% 1.260%2,003.16$ 2,054.13$ (50.97)$ -2.48%0700260000 JAMES H LANG PROPERTIES INC 501 N MAIN ST 870,700$ 1.452% 88.00 1.045% 2.497% 1.248%1,985.39$ 2,033.35$ (47.96)$ -2.36%0700290000 OLH LLC511 N MAIN ST 105,700$ 0.176% 20.00 0.237% 0.414% 0.207%445.00$ 420.00$ 25.00$ 5.95%0700270000 3710 LISBON LLC 513 N MAIN ST 113,100$ 0.189% 20.00 0.237% 0.426% 0.213%445.00$ 420.00$ 25.00$ 5.95%0700280000 ALEE CHASE INVESTMENTS LLC 515 N MAIN ST 120,600$ 0.201% 20.00 0.237% 0.439% 0.219%445.00$ 420.00$ 25.00$ 5.95%0700320000 MARILYN J BACKUS 519 N MAIN ST 301,100$ 0.502% 60.00 0.712% 1.215% 0.607%965.67$ 989.87$ (24.20)$ -2.44%0700340000 TENNIES JEWELRY PROPERTIES LLC 523 N MAIN ST 61,500$ 0.103% 20.00 0.237% 0.340% 0.170%445.00$ 420.00$ 25.00$ 5.95%0700350100 531 N MAIN LLC 531 N MAIN ST 1,119,900$ 1.868% 70.00 0.831% 2.699% 1.349%2,145.98$ 2,196.56$ (50.58)$ -2.30%0700360000 537 N MAIN STREET LLC 537 N MAIN ST 182,200$ 0.304% 120.00 1.425% 1.728% 0.864%1,374.34$ 1,410.51$ (36.17)$ -2.56%0401150100 BRICKHOUSE PROPERTIES LLC 544 N MAIN ST 381,000$ 0.635% 89.46 1.062% 1.698% 0.849%1,349.72$ 1,383.82$ (34.10)$ -2.46%0700380000 547 N MAIN LLC 547 N MAIN ST 207,600$ 0.346% 170.00 2.018% 2.364% 1.182%1,879.98$ 1,929.76$ (49.78)$ -2.58%0401620000 FOX RIVER DEVELOPMENT CO LLC 558 N MAIN ST 403,600$ 0.673% 100.00 1.187% 1.860% 0.930%1,479.18$ 1,516.65$ (37.47)$ -2.47%0401680100 J WEST RENTALS LLC 570 N MAIN ST 506,600$ 0.845% 140.75 1.671% 2.516% 1.258%2,000.42$ 2,051.37$ (50.95)$ -2.48%0700460000 JRD INVESTMENTS LLC 571 N MAIN ST 512,600$ 0.855% 150.40 1.785% 2.640% 1.320%2,099.47$ 2,153.08$ (53.61)$ -2.49%0401700200 576 578 582 NORTH MAIN STREET LLC 576 N MAIN ST 70,300$ 0.117% 30.00 0.356% 0.473% 0.237%445.00$ 420.00$ 25.00$ 5.95%0700500000 HOOPMAN & CO DOWNTOWN LLC 579 N MAIN ST 227,100$ 0.379% 39.60 0.470% 0.849% 0.424%674.98$ 691.77$ (16.79)$ -2.43%0401700100 J WEST RENTALS LLC 582 N MAIN ST 115,300$ 0.192% 45.21 0.537% 0.729% 0.365%579.66$ 594.64$ (14.98)$ -2.52%0401710000 ALFRED J/BONNIE M/JEFFREY J VERNER 584 N MAIN ST 88,700$ 0.148% 45.00 0.534% 0.682% 0.341%542.40$ 556.56$ (14.16)$ -2.54%0100170000 BL BRANCH GROUP II LLC 0 N MAIN ST 71,000$ 0.118% 88.90 1.055% 1.174% 0.587%933.30$ 958.24$ (24.94)$ -2.60%0401600000FOX RIVER DEVELOPMENT CO/BRICKHOUSE PROP0 N MAIN ST 47,800$ 0.080% 60.80 0.722% 0.802% 0.401%637.29$ 654.33$ (17.04)$ -2.60%0401720000 J WEST RENTALS LLC 17 E PARKWAY AVE 82,600$ 0.138% 120.00 1.425% 1.562% 0.781%1,242.24$ 1,275.52$ (33.28)$ -2.61%0700640000 VALLEY MARKETING PROPERTIES LLC 11 W PARKWAY AVE 77,800$ 0.130% 87.50 1.039% 1.169% 0.584%929.11$ 953.88$ (24.77)$ -2.60%0100810000 BL BRANCH GROUP II LLC 50 PEARL AVE 1,100,000$ 1.835% 245.00 2.908% 4.743% 2.372%3,771.44$ 3,866.47$ (95.03)$ -2.46%0100600000 CITY CENTER ASSOCIATES LLC 201 PEARL AVE 11,351,400$ 18.934% 892.18 10.591% 29.525% 14.763%8,820.00$ 8,400.00$ 420.00$ 5.00%0100770000 ANNE B HILLENBRAND TRUSTEE 222 PEARL AVE 145,900$ 0.243% 40.00 0.475% 0.718% 0.359%571.06$ 585.60$ (14.54)$ -2.48%0101180000 OSHKOSH COMMUNITY CREDIT UNION 250 PEARL AVE242,700$ 0.405% 173.70 2.062% 2.467% 1.233%1,961.45$ 2,013.20$ (51.75)$ -2.57%0800350000 STATE STREET SUITES LLC 126 STATE ST 454,500$ 0.758% 168.50 2.000% 2.758% 1.379%2,193.26$ 2,249.84$ (56.58)$ -2.51%0200240000 WINNEBAGO COUNTY 206 STATE ST 339,400$ 0.566% 80.00 0.950% 1.516% 0.758%1,205.25$ 1,235.71$ (30.46)$ -2.46%0200230000 OSHKOSH MARTIAL EDUCATION CENTER LLC 208 STATE ST 322,600$ 0.538% 80.00 0.950% 1.488% 0.744%1,182.97$ 1,212.94$ (29.97)$ -2.47%0200210000 OSHKOSH BUSINESS CENTER III LLC 216 STATE ST 127,200$ 0.212% 54.00 0.641% 0.853% 0.427%678.41$ 696.00$ (17.59)$ -2.53%0200080000 S BAYER HOLDINGS LLC 219 STATE ST 220,000$ 0.367% 47.90 0.569% 0.936% 0.468%743.90$ 762.63$ (18.73)$ -2.46%0200200000 OSHKOSH BUSINESS CENTER III LLC 224 STATE ST 272,800$ 0.455% 75.20 0.893% 1.348% 0.674%1,071.62$ 1,098.90$ (27.28)$ -2.48%0200640000 HARRY E/PRISCILLA KIECKHAFER REV TRUST 300 STATE ST 204,900$ 0.342% 40.00 0.475% 0.817% 0.408%649.31$ 665.56$ (16.25)$ -2.44%0401030000 404 N MAIN ST LLC 16 WASHINGTON AVE 284,600$ 0.475% 97.00 1.152% 1.626% 0.813%1,293.04$ 1,326.28$ (33.24)$ -2.51%0200880100 DISCOVERY PROPERTIES LLC105 WASHINGTON AVE1,758,700$ 2.933% 119.43 1.418% 4.351% 2.176%3,459.75$ 3,541.63$ (81.88)$ -2.31%0200620100 DISCOVERY PROPERTIES LLC 108 WAUGOO AVE 224,900$ 0.375% 129.20 1.534% 1.909% 0.954%1,517.81$ 1,557.59$ (39.78)$ -2.55%0200110000 REIMER SNIDER PROPERTIES LLC 9 WAUGOO AVE 75,700$ 0.126% 34.50 0.410% 0.536% 0.268%445.00$ 437.12$ 7.88$ 1.80%0200100000 ARMSTRONG REAL ESTATE GROUP LLC 13 WAUGOO AVE 130,300$ 0.217% 20.50 0.243% 0.461% 0.230%445.00$ 420.00$ 25.00$ 5.95%0200090000 ARMSTRONG REAL ESTATE GROUP LLC 0 WAUGOO AVE10,400$ 0.017% 34.50 0.410% 0.427% 0.213%445.00$ 420.00$ 25.00$ 5.95%0200140000 DEBRA J TOMAN/SANDRA PRUNTY 17 WAUGOO AVE 48,700$ 0.081% 20.00 0.237% 0.319% 0.159%445.00$ 420.00$ 25.00$ 5.95%0200150000 SANDRA L PRUNTY 19 WAUGOO AVE 104,800$ 0.175% 40.00 0.475% 0.650% 0.325%516.55$ 529.89$ (13.34)$ -2.52%0200160000 JACOPA INC25 WAUGOO AVE 65,400$ 0.109% 20.00 0.237% 0.347% 0.173%445.00$ 420.00$ 25.00$ 5.95%0200170000JACOPA INC0 WAUGOO AVE6,700$ 0.011%24.000.285%0.296%0.148%445.00$ 420.00$ 25.00$ 5.95%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 0.2798% are assessed $445.00. Properties with a Proportionate Value greater than 5.5464% are assessed $8,820.00.A rate of $159,022.98 is used to calculate assessments for properties with a Proportionate Value between 0.2798% and 5.5464%.APPENDIX B: 2022 DOWNTOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT ASSESSMENT ROLLASSESSMENT OF $140,610.00, $445.00 MINIMUM, $8,820.00 MAXIMUM ASSESSMENT*
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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:
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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.
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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
Andy Ratchman 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