HomeMy WebLinkAbout01.26.24 Attachment 11
SPECIAL ASSESSMENT REPLACEMENT:
FREQUENTLY ASKED QUESTIONS
What are special assessments and what items are paid for by them?
A special assessment is a fee collected by the City for improvements or special
services that benefit a property. Special assessments are the funding mechanism for
street reconstruction, initial construction of sanitary sewers, water mains, utility laterals,
sidewalk, and driveway aprons.
How are special assessments currently funded, and what changes in the new
proposed method?
Currently, special assessments are charged to property owners according to the
front foot dimensions of the abutting property to the improvement. The city is
proposing to eliminate special assessments for road and sidewalk reconstruction. A
combination of methods is being proposed to replace special assessments as the funding
source for these improvements, replacing the approximate $3.75 million charged
annually through special assessments. A Vehicle Registration Fee (VRF) would be
collected in addition to the regular annual registration fee paid for a vehicle. The fee
applies to vehicles kept in Oshkosh with automobile registration, autocycle registration,
and truck registration at 8,000 lbs. or less (except dual purpose farm). The city would
collect approximately $1.5 million annually through the VRF. Additionally, each of the
city utilities (water, sanitary sewer, and storm sewer) would be charged approximately
$750,000 annually, for pavement-related improvements to provide the balance of
funding needed for improvements.
Why don’t we just keep funding road reconstruction through special assessments?
Over the past 10 years, the cost of capital improvements, and consequently
special assessments, have been rising faster than the rate of inflation. This has resulted
in single family residential properties seeing special assessments that have amounted to
as much as $20,000 or more. While these charges are infrequent, the impact on
individual households has been significant. The Common Council has looked at a
variety of methods to replace these special assessments, and a combination of funding
methods appears to be the fairest approach to re-allocate these costs.
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What are the benefits of the proposed plan?
The proposed method of funding is a balanced approach that seeks to collect the
funds needed to replace pavement related special assessments. The major benefit is that
the burden of paying for improvements will not impact the abutting property owners as
it currently does. The policy change benefits all residents by creating a sustainable
funding source to ensure high quality streets for residents, businesses, emergency
services, and others.
Does this plan also fund the sidewalk rehabilitation program?
Yes, the sidewalk replacement/rehabilitation program is funded by this program.
Property owners will no longer receive a special assessment/charge for sidewalk
replacement.
What would the Vehicle Registration Fee be for Oshkosh residents, and how does it
compare to other cities?
The proposed Vehicle Registration Fee for Oshkosh residents would be $35
annually, in addition to the regular annual registration fee paid to the State of
Wisconsin for a vehicle. The fee applies to vehicles kept in Oshkosh with automobile
registration, autocycle registration, and truck registration at 8,000 lbs. or less (except
dual purpose farm). This fee compares with other Wisconsin cities:
▪ Appleton ($20)
▪ Eau Claire ($24)
▪ Green Bay ($20)
▪ Janesville ($40)
▪ Kaukauna ($10)
▪ Manitowoc ($20)
▪ Sheboygan ($20)
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Large vehicles cause the most road damage. Why aren’t those vehicles paying their
fair share of the Vehicle Registration Fee (VRF)?
The Vehicle Registration Fee, by Wisconsin Statutes, specifically exempts
vehicles over 8,000 pounds. The city agrees that this exemption creates some equity
issues, particularly for residents and small businesses. To offset that inequity, the city is
proposing to charge its three utilities (water, sanitary sewer, and storm sewer) a portion
of road reconstruction costs. Businesses that typically have the largest trucks also pay
for these utilities in greater proportion than residential properties. The idea is that
allocating a portion of the former special assessment charges to the utilities will offset
some of the inequities of a VRF.
The proposed plan also includes revenue from utility fees. What is the cost impact
for rate payers?
Water, sanitary sewer, and storm sewer utilities would each be charged the
amount necessary to restore roads after these utilities have been replaced. The annual
increase needed for special assessment relief would be an annual increase in utility rates
of between 0.25% and 0.5%.
Once these new fees are collected, can they be used for anything other than road
reconstruction & related costs?
No. They are used exclusively for these purposes.
Why don’t we use my property taxes to pay for these improvements?
Property owners already pay for a portion of road reconstruction projects
through property taxes. The amount collected through special assessments has been
done to also collect from the many non-taxable properties in the city of Oshkosh, such
as state-owned properties, educational institutions, and churches. The city has looked
for ways to replace special assessments with a revenue source that continues to charge a
portion of road reconstruction costs to these same properties. The combined Vehicle
Registration Fee (VRF) and the use of utility funds helps achieve that objective.
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Does the City benefit from the gas tax that already exists, and why isn’t this used for
road reconstruction?
The city receives a portion of gas tax revenue through the state for road
maintenance purposes, such as snow plowing and minor repairs. This amount covers a
portion of the city’s operating costs for its Streets Division.
What improvements will continue to be special assessed?
New developments and new utility construction will continue to be special
assessed. Water, sanitary sewer, and storm sewer laterals to a property will also still
receive a special assessment.
Why are water, sanitary sewer, and storm sewer laterals special assessed?
Utility laterals are deemed by the State Public Service Commission as items that
directly benefit individual properties. As such, laterals must be paid by the benefitting
properties. Special assessments are the most efficient way to recoup these costs from
individual properties and will continue to be charged for utility laterals. Utility mains
benefit the general utility user and are funded through monthly utility charges.
When will this new funding method take effect?
This special assessment relief will take effect for projects that begin on or after
January 1, 2024. The vehicle registration fee will begin appearing on vehicle registration
renewals sometime after July 1, 2024.
For those who paid a special assessment in recent years, is there a way for them to be
compensated after this plan is implemented?
The city will be unable to refund previously paid special assessments that were
approved, charged, or collected under the previous method. This new approach seeks
to establish a sustainable funding source that will move Oshkosh forward from the
present time.